Configure ABBYY FlexiCapture for the Pega connector

Prepare an ABBYY FlexiCapture project for the Pega connector: open or create the project and upload it to the FlexiCapture Application Server or Cloud.

ABBYY FlexiCapture processes documents within projects. It identifies the type of each document and applies the Document Definition prepared for that type.

Each Document Definition includes one or more export profiles that determine how document images and data are exported. To export data from ABBYY FlexiCapture, create a new script export profile in your project.

Prerequisites

Install the ABBYY FlexiCapture 12 Project Setup Station, which is required with both ABBYY FlexiCapture Distributed Edition and ABBYY FlexiCapture Cloud.

Open or create a project

If you already have a project that you want to set up data export for, open it. Otherwise, create a project.

Launch the Project Setup Station and, in the Open Project dialog box, use one of the following ways:

• Click Create New to create a new project.
• Click Browse to open an existing project stored on your local drive.
• Click Browse from Server to open a project that you uploaded to the ABBYY FlexiCapture Application Server earlier.

Upload the project to the Application Server

1. Open the upload dialog box

   Click File → Upload Project to Server.

2. Specify the server

   In the Upload Project to Application Server dialog box, specify the address of the server, the protocol to be used, and your credentials.

3. Specify the Cloud instance

   If you are using ABBYY FlexiCapture Cloud, complete the URL field with the instance that your company is registered in:

   • https://europe.flexicapture.com
   • https://australia.flexicapture.com
   • https://usa.flexicapture.com
4. Specify the tenant and credentials

   In the Tenant name field, specify the name of your company. Select the Use server authentication option and enter your credentials.

5. Test the connection

   Click Test Connection to check that you have entered the correct data.

6. Upload the project

   Click OK to upload the project to the Application Server.

   
7. Open the uploaded project

   When you see the Operation completed message, click Close. In the next dialog box, click Yes to open the uploaded project from the server.

   

Application server version is not compatible

Uploading a project to the cloud, or opening a project from the cloud, can fail with this error:

Application server version is not compatible.

The version of your Project Setup Station does not match the version of the cloud-based Application Server. To obtain a compatible version of ABBYY FlexiCapture, contact the ABBYY sales office servicing your region.

Next steps

Step	What you do
Configure ABBYY FlexiCapture as an unattended service	Switch the project to the Unattended workflow schema.
Create a data file export profile for Pega	Add an XML export profile to the Document Definition.