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ABBYY FlexiCapture Connect runs as a Windows service and allows users to import documents into ABBYY FlexiCapture Cloud projects, export documents from ABBYY FlexiCapture Cloud projects, and synchronize data sets.
Diagram showing ABBYY FlexiCapture Connect running on a Windows server connecting through a firewall to ABBYY FlexiCapture Cloud over port 443.

System requirements

Setup

To configure ABBYY FlexiCapture Connect:
We recommend that you use your service account when following the instructions in this section.
1

Download and run the installer

Download and run the FlexiCapture_Connect_Installer_*.msi file from https://www.abbyy.com/flexicapture-downloads/cloud/.
If ABBYY FlexiCapture Connect is already installed and you are updating an existing version, create a backup copy of the config.json file, which is located in C:\Program Files (x86)\ABBYY FlexiCapture Connect\config.json.
2

Modify the configuration file

Modify the config.json file to suit your needs (see Configuration file explained below).
3

Test the new configuration

  1. Pause the ABBYY FlexiCapture Connect service.
  2. Run the ABBYY.FlexiCapture.Connect.exe file. A console window with a detailed log opens.
4

Restart the service

Restart ABBYY FlexiCapture Connect.

Configuration file explained

A typical configuration file looks like this:
The sections of a typical configuration file are described below.

General settings

  • url — The URL of the tenant (for example, https://europe.flexicapture.com).
  • tenant — The name of the tenant.
  • user — The user name of the service account.
  • password — The password of the service account.
  • projects — Contains settings for individual projects, such as document import and export parameters and data set synchronization parameters.
To import and export documents, set up the tenant account as an External User. To synchronize data sets, the tenant account needs either the Administrator role or both the Project Settings Editor and External User roles. By default, all projects are accessible to the tenant account; you can change this by adjusting the access rights granted to specific user roles. For more information, see Set up user roles and access rights.

Project settings

  • name — Project name.
  • import — Settings for importing documents.
  • export — Settings for exporting documents.
  • templates — Settings for synchronizing data sets.

Import settings

  • directory — The path to the folder from which documents are imported.
  • fileMask — A file and folder filter. The * and ? wildcards are supported.
  • settings — Batch registration parameters.
  • createDocument — Possible values are ForEachFile (creates a separate document for each imported file) or Automatically (uses project parameters). To use this function, first select the Automatically when Document Definition is applied option in the ABBYY FlexiCapture project.
  • period and schedule — Task schedule. The period property specifies how often the task starts (for example, "period": "00:02:30" starts the task every two and a half minutes). The schedule property specifies the times when the task starts (for example, "schedule": [ "09:00:00", "19:00:00" ] starts the task daily at 9:00 and 19:00).
A new batch is created each time files are imported. The batch name contains the current date and time. The period and schedule properties can be set independently of one another.

Export settings

  • directory — The path to the folder where exported files are stored.
  • period and schedule — Task schedule, specified the same way as for import settings.
When documents are exported, a folder is created for each batch in the project that is currently at the “Processed” stage. These destination folders have the same names as their respective batches and contain all the processing results. If a destination folder is deleted, the program creates a new one with the same name and places the processing results there. The period and schedule properties can be set independently of one another.

Document Definition settings

  • name — The name of the Document Definition related to the given section.
  • datasets — The data set synchronization parameters for the Document Definition.

Data set synchronization settings

  • name — The name of the data set.
  • file — The path to the CSV file that contains the master data exported from the ERP system. The first line of the CSV file must contain the names of the data set fields separated by commas, and any values containing commas must be enclosed in double quotes.
  • period and schedule — Task schedule, specified the same way as for import settings.
When synchronizing data sets:
  • The current data sets are replaced with the new ones.
  • Any existing records modified by a verification operator (by editing, adding, or deleting values) are saved and synchronized, while any new records added manually are deleted and not synchronized.
  • For very large data sets, synchronization may take several hours.
The following example shows a “Vendors” data set CSV file with a vendor that has multiple IBANs:

Store service account credentials in Windows Vault

Service account credentials can be stored either in the config.json file in the ABBYY FlexiCapture Connect service directory or, more securely, in Windows Vault. For more information, see the Microsoft documentation on Credential Manager and cmdkey. To enable ABBYY FlexiCapture Connect to retrieve service account credentials from Windows Vault:
1

Create or choose a Windows account

Create a new Windows account, or choose an existing Windows account.
2

Register the credentials with cmdkey

Run cmd.exe under that Windows account and run the following command, where https://europe.flexicapture.com#tenant is a combination of the ABBYY FlexiCapture URL and the tenant name:
3

Remove the credentials from the configuration file

Delete the user name and password from the config.json file located in the ABBYY FlexiCapture Connect service directory.
4

Run the service under the Windows account

Run Windows Service Manager (services.msc) and configure ABBYY FlexiCapture Connect to launch under the same Windows account you selected in the second step:
  1. In the Services properties, open ABBYY FlexiCapture Connect.
  2. On the Log On tab, select This account and enter your Windows account credentials.
Screenshot of the Log On tab in the ABBYY FlexiCapture Connect service properties, with This account selected and Windows account credentials entered.
To remove credentials from Windows Vault:
1

Open Credential Manager

Open Credential Manager.
2

Remove the credential

On the Windows Credentials tab, expand the credentials that you want to remove and click Remove.
Screenshot of the Windows Credentials tab in Credential Manager, with a credential expanded and the Remove option available.

Set up export

To use ABBYY FlexiCapture Connect to export files from ABBYY FlexiCapture Cloud, adjust your project as described below.
1

Clear the export root path

On the General tab of the <project> Properties dialog box, make sure that the Export root path field is left empty. For more information, see Project properties.
Screenshot of the General tab of the project Properties dialog box, with the Export root path field empty.
2

Specify a relative export path

In the Export Settings dialog box, specify the export path relative to the root path specified on the General tab of the <project> Properties dialog box. Because you left this root path empty, specify the directory without the exact root path.
Screenshot of the Export Settings dialog box, with the export path specified relative to an empty root path.
The If file exists option is ignored. When files are exported from ABBYY FlexiCapture Cloud via ABBYY FlexiCapture Connect, a new file is created for each new document.

Limitations

The current version of ABBYY FlexiCapture Connect has the following limitations:
  • Only data sets of up to approximately 500,000 records can be synchronized.
  • While updating a data set, users will not be able to look up vendors on the web stations.
  • The current version does not recognize Hot Folder import profiles that are based on project settings.
  • ABBYY FlexiCapture Connect will export documents from all the batches available on the server. The project settings will not affect the name of the destination directory, which will always have the same name as the originating batch.
  • ABBYY FlexiCapture Connect can only export an entire batch, which means that if you disable the Wait for all documents in a batch option in the project’s Workflow Settings, the documents will still not be exported separately.
  • The current version cannot export the results from all the documents in a batch into a single file. A separate file is created in the export directory for each document from the batch.
  • The current version cannot export the results from all the batches into a single file. A separate file is created in the export directory for each document from each batch.
  • The size of imported and exported files is limited to 199 MB.
  • Proxy servers are not supported.

Troubleshooting

If you encounter an error, first review the log file, which you can find in %LocalAppData%\ABBYY\FlexiCapture\Connect\Logs. Errors can also be caused by incorrect or incomplete settings specified in the configuration file, so review the config.json file for any inconsistencies or omissions. If an error persists, contact the ABBYY Technical Support service, which may require both your config.json file and the log file.