IBM Datacap 9.0 Configuration

This course shows you how to configure two image Datacap system. All of the server components are configured to run on a Server image. All workstation components are configured to run on a Windows 7 workstation. You work initially with an IBM Datacap system on Windows 7 configured in the all-in-one configuration. This is with all Datacap software installed on one system. You then reconfigure to a two machine installation by including a Server 2008 DNS server with Active Directory and some of the Datacap server components.

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.

Czas trwania

3 dni

cena szkolenia netto

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Kod szkolenia

F224G

Profil uczestnika

This intermediate course is for:

  • Administrators who are responsible for configuring and administering Datacap 9.0 system.
  • Anyone who needs to know the Datacap 9.0 system administration.

Agenda

  • Configure a Single-Machine Configuration
  • Prerequisite System Components
  • Activities that you need to complete
  • Configure a Single-Machine
  • 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-Machine Configuration Considerations
  • Multi-Machine 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 Web Client Upload Service
  • Three upload methods
  • Editing the configuration file
  • Installing the Web Client upload service
  • Configuring applications to use the upload
  • Uploading batches scanned with Datacap Web
  • Uploading by connecting to the Datacap server
  • Uploading completed offline batches with FastDoc
  • Starting the Datacap Web Client upload service
  • Configure Datacap Report Viewer
  • 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 Navigator
  • Install Datacap Navigator as a plug-in
  • Default Datacap Navigator Desktops
  • Configure Datacap repositories in IBM Navigator
  • Customize the Datacap Navigator desktops
  • Add Datacap repositories  
  • Add Browse and Search features
  • Change the name and theme for Datacap Navigator
  • Configure the Datacap Navigator for scanning
  • Configure External Data Service (EDS) to customize the data field behaviors
  • Configure access to IBM Datacap from mobile devices
  • Datacap Navigator User Settings
  • Global, Scan (General and layout subtabs)
  • Upload, Classify and Verify tabs
  • Job Monitor and Task List tabs
  • Datacap Administrator View in Datacap Navigator
  • Workflows
  • Groups and Users
  • Stations and Shortcuts
  • Custom Panels (Verification, Batch Editor and Start Panels)

Wymagane przygotowanie uczestników

Prerequisites:

  • Familiarity with data capturing concepts
  • IBM Datacap 9.0:  Introduction

Zagadnienia

Configure Datacap Web Access

  • Configure the Datacap Web Server and Web Client

Configure Datacap Authentication modes

  • Create a Datacap user and group for TMA authentication
  • Configure domain users for LLLDAP authentication
  • Generate and import domain user encryption key
  • Configure Datacap Taskmaster Server Service to use a domain user for authentication
  • Configure Datacap Server Manager to use LLLDAP

Configure the Datacap Server

  • Migrate the Datacap Taskmaster Server Service from the workstation to the server
  • Configure sharing and permissions for domain user access
  • Migrate applications to the server and configure folder permissions
  • Verify the TMA  and LLLDAP authentication for each domain account

Configure the Datacap Web Server

  • Import the encryption keys
  • Set the Datacap Web Application Pool Identity
  • Configure Internet Explorer for each remote user

Configure and Start Rulerunner

  • Verify RRS Folder Permission
  • Configure Datacap Rulerunner service
  • Configure Rulerunner to run your applications
  • Process a batch using Datacap desktop for manual tasks and Rulerunner for background tasks.

Configure the Web Client Upload Service

  • Install the Web Client Upload Service
  • Upload a Batch with Datacap Web  Services

Configure and Start Datacap Report Viewer

  • Set the Enable LDAP option
  • Set Up Report  Viewer Website (IIS)
  • Verify Report Viewer Login

Configure and Start Datacap Maintenance Manager

  • Configure Datacap Maintenance Manager Application
  • Configure the Datacap Maintenance Manager Ruleset
  • Run The Datacap Maintenance Manager Ruleset with Datacap Maintenance Manager

Configure Datacap Navigator

  • Install Datacap Navigator as a plug-in
  • Configure  Datacap repositories in IBM Navigator
  • Customize Datacap Navigator desktops
  • Add Datacap repositories  
  • Add Browse and Search features
  • Change the name and theme for Datacap Navigator
  • Configure Datacap Navigator for scanning
  • Configure External Data Service (EDS) to customize the data field behaviors
  • Configure access to IBM Datacap from mobile devices

Change Datacap Navigator User Settings

  • Set options for  each task
  • Change the layout for a task
  • Configure the Job Monitor view and Task List view

Do Administration tasks

  • Create security users and groups
  • Edit the Jobs and Tasks
  • Create custom panels for tasks

Appendix
Start and Stop System and Components
System check procedures

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