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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

Contact us regarding the training