Overview

This course is also available as classroom course IBM Datacap 9.0.1: Configuration and Administration (WF262G). 

This self-paced course with hands-on exercises shows you how to configure IBM Datacap and its components on a multi-system setup. You also learn about IBM Datacap Navigator configuration, system administration, and maintenance.

Audience

• Administrators who are responsible for Datacap system configuration, administration, and maintenance
• Anyone who needs to know Datacap system configuration, administration, and maintenance

Prerequisites

Recommended: Familiarity with data capturing concepts

Objective

System & Component Configuration

• Configure Datacap Server Service and Web Access
• Setup Datacap Authentication modes and Encryption
• Create Datacap security users and groups
• Configure Datacap Server for LLLDAP User Authentication
• Setup the Datacap Server, Datacap Web Server, and client in a multiple system configuration
• Configure Rulerunner and Datacap Maintenance Manager
• Configure Datacap Web Services wTM
• Configure Datacap Dashboard and monitor system performance
• Configure Datacap Report Manager (optional)

Datacap Navigator Configuration

• Change the User Settings
• Enable Datacap Navigator Single Sign On
• Configure Users and Groups
• Enable Rescan for the Verify task
• Create a custom Panel for a task
• Implement External Datacap Services for Datacap Navigator
• Configure Transactional Capture
• Install Datacap Navigator as a plug-in
• Customize the Datacap Navigator desktops

System Administration

• Create shortcuts for Web Client tasks
• Configure store and queue by options
• Identify Disaster Recovery concepts
• Migrate Data from Access to DB2 database
• Configure Application Globalization

System Maintenance

• Synchronize Job Monitor and Batch Folders
• Create and configure a Maintenance Manager Application
• Configure Event Logs

Exercises

• Exercise 1: Introductiion to Datacap Exercise 2: System Configuration Exercise 3: Component Configuration Exercise 4: Datacap Navigator ConfigurationExercise 5: Administration of Production System

Course Outline

Configure a Single-system Configuration

• Prerequisite System Components
• Configure a Single-system
• Export Encryption Keys
• Configure Datacap Server Service
• Configure Datacap Web
• Configure Internet Explorer

Maintain Users and Groups, and Configure Security

• Datacap Web Client
• Add users, groups, and stations
• Set privileges and permissions

Authentication and Encryption

• Five Authentication Systems
• Rules for External Authentication Systems
• Set Authentication System
• Authentication Path Templates
• Authentication for ADSI and LDAP
• Authentication for ADLDS and LLLDAP
• Encryption Considerations
• Encryption keys Update Procedure

Multi-System Configuration Considerations

• Multi-System Architecture
• Configure Datacap Server
• Configure Datacap Web Server
• Configure a Developer Workstation
• Configure a Remote User Workstation

Configure Rulerunner

• Rulerunner Service Authentication
• Rulerunner Service Share, Permissions, & Security
• Set DCOProcessor Permissions
• Configure the Task Profiles to Run in Rulerunner
• Configure Rulerunner to Run Tasks
• Configure Rulerunner to Run Your Application

Configure Datacap Report Viewer (Optional)

• Prerequisites for Report Viewer installation
• Set Datacap folder shared permission & security
• Add an application pool for Report Viewer
• ADSI or LDAP authentication with Report Viewer
• Create a Report Viewer Website
• Configure the location of the Datacap.xml file
• Configure the reports.xml file
• Configure Maintenance Manager
• Maintenance Manager Components
• Prerequisites for Maintenance Manager Installation
• Set Datacap Folder Shared Permission & Security

Configure wTM

• Configure wTM Services

Configure Datacap Dashboard

• Performance planning and system requirements
• Installation and configuration
• Configure Dashboard in IBM Content Navigator
• Current processes
• Team statistics and accuracy

Change Datacap Navigator User Settings

• Scan tab - General and Layout settings
• Upload and Classify tab  settings
• Verify tab settings
• Job Monitor tab settings
• Task List tab settings

Configure Users and Groups

• Configure Groups and Users
• Configure to scan PDF documents

Enable Rescan for the Verify task

• ConfigurationVerify Task -Default view
• Verify Task - with Rescan enabled
• Enable the Rescan in Datacap Navigator
• Enable the Rescan in tmweb client

Custom Panels

• Verification
• Batch Editor
• Start Panels

Implement External Data Services

• What are External Data Services (EDS)?
• External Data Services architecture
• When to use the sample EDS?
• Configure data validation for a field
• Choice lists with External Data Service (EDS)
• Customize the Job Monitor

Navigator 9.0.1 Updates

• Datacap Navigator Single Sign On enabled (SSO)
• Scan with ActiveX or TWAIN
• View Images with Daeja ViewOne
• Run an APT application in Datacap Navigator

Transactional Capture in IBM Content Navigator

• Default and Transactional Capture functionality
• Configure a Datacap application document
• Configure the TransactionCaptureOCR profile
• Direct Scan
• Add and modify Content Navigator menus
• Add Document and Scan Document menu items
• Scan a document
• Automatic property population
• Add a Batch

Install and Customize Datacap Navigator

• Install Datacap Navigator as a plug-in
• Configure Repositories for Datacap Applications
• Add Browse and Search Features to Datacap Navigator
• Change the name and theme for Datacap Navigator
• Customized Datacap Navigator desktop
• Configure the Datacap Navigator for scanning

Create Shortcuts to Web Clients tasks

• Shortcuts for Datacap Web Client
• Task Shortcut Configuration
• Datacap Web Components

Virtual Stations and Queuing of Tasks

• Understand Queuing of Batches
• Queue by Field Options
• Store Field Option
• Datacap Web Interface for task options

Disaster Recovery

• Backup and Restore Strategy
• Backup and Restore for Stateless Servers
• Backup and Restore the Datacap Server
• Backup the Database Server
• Backup the File Share

Configure DB2 Server

• Supported Databases
• Database Conversion Prerequisites
• Define the Database Structure
• Migrate the Application & Databases
• Configuring the Application to use the Database

Application Globalization

• Levels of globalization
• Application level globalization
• Datacap Desktop Translations
• Datacap Navigator Translations
• Resources.json translation keys
• Validation ruleset and message

System Maintenance

• Routine maintenance
• Preventive maintenance
• Corrective maintenance

Maintenance manager

• What can Maintenance Manager do and what are its uses?
• Maintenance Manager run methods
• Create a Maintenance Manager application
• Maintenance Manager action categories
• Procedure to auto delete batches

Event Logs

• Identify Logs
• Control log content
• Maintenance Manager actions for logging
• Maintain Event Logs
• Datacap Logs locations