IBM Datacap 9.0.1: Configuration and Administration – zf262gspl
Course #: zf262gspl
Duration: 4 Days
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.
Objectives
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
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
Topics
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