IBM Datacap 9.0.1: Datacap Studio

This course shows you how to create and configure a Datacap application using Learning Template and then to enhance it using Datacap Studio.  You identify when to use a Learning Template rather than a Form Template for your application.

This course also introduces you to the Box integration for Datacap and Cognitive Capture. It uses the Content Classification module, Insight Edition, and the Alchemy API services to classify documents, identify and extract data from unstructured text documents.

Czas trwania

2 dni

cena szkolenia netto

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Kod szkolenia

F255G

Profil uczestnika

  • Application Builders who are responsible for building Datacap applications
  • Anyone who needs to know how to rapidly develop a capture solution and enhance the application using the full capability of the IBM Datacap suite.

Agenda

  • Introduction to Datacap Studio
    • Rulemanager View
      • Document Hierarchy
      • Rulesets ( Global and Application)
      • Rulset Types (Compiled and Conventional)
      • Rule mapping, Properties, Task profiles, Action libraries
    • Zones view
    • Test view
  • Create an application based on Learning Template
    • Characteristics of a Learning Template Application and docType
    • Learning Template Configuration
    • Document Integrity
    • Learning Template Fields
    • Configure a Learning Template application
    • The Learning Template and fingerprints
    • The Learning Template workflow
    • Routing and export
  • Enhance the application in Datacap Studio
    • Application enhancement with Datacap Studio
    • Associate rules with a document hierarchy object
    • Associate a ruleset with a task profile
    • Validate Rules and actions
  • Create Locate and Zone rules
    • Locate actions
  • Create Validate rules
    • Validation actions
    • Validate and export task relationship
    • Mixing locate and validate actions
  • Expand the Locate and Validation rules
  • Document export to corporate data repository
    • Export types
    • Export to IBM FileNet Content Manager Repository
    • Actions to export to IBM FileNet repository
  • Application Debugging and Logs
    • Application Debugging in Datacap Studio
    • Logs Used in Debugging
    • Setting Rulerunner Logging by Application/Task
    • Datacap Studio Test Tab
    • Set Breakpoints
    • Breakpoint Configuration Interfaces
  • Connect to a Box repository
    • Box Connector Introduction
    • Box installation and configuration
    • Create a Box account and a Box application
    • Configure Box repository account
  • Configure Datacap Box connection
    • Configuration Box connection parameters
    • Configure a Datacap application for Box import and export
    • Configure the Virtual scan task
    • Batch processing behavior
    • Administration configurations
    • Box rulesets and action libraries
  • Introduction to Cognitive Capture
    • Terms used, Cognitive Capture, Insight Edition, Content Classification, Big Insights and System T. Alchemy API
    • Capture is entering a new cognitive era
    • Where does Cognitive Capture fit?
    • Alchemy API key application
  • Content Classification
    • Cognitive Capture Sequence
    • Analyze data elements
    • Content Categorization
    • Populate fields
    • Cognitive Capture techniques
    • Layout XML file
    • Cognitive Capture actions
    • Verify and the docFilterManager.xml file
    • IBM Content Classification
    • Content Classification Actions
    • Configuring a decision plan
    • Sample Content Classification actions
    • Sample find category function
  • Insight Edition
    • Insight Edition is built on a Datacap foundation
    • What is Insight Edition and how is it implemented?
    • What is Big Insights and System T?
    • Text Analytics identifies entities
    • What is in the Blocks?
    • It understands language semantic, patterns.
    • Correspondence Cognitive Template
    • Index-Value par matching
    • What are annotators?
    • Field annotators
    • Actions for annotators
    • Layout Based Classification
  • Visual Studio
    • Convers Custom Control Panels

Wymagane przygotowanie uczestników

The following courses or equivalent knowledge are required:

  • IBM Datacap 9.0.1: Introduction 
  • IBM Datacap 9.0.1: FastDoc Server Mode 
  • IBM Datacap 9.0.1: FastDoc Multi-Page Document 

Zagadnienia

  • Work with Datacap Studio 
    • Explore Rulemanager, Zones, and Test views in Datacap Studio
  • Create an application and configure in FastDoc 
    • Create an application based on the Learning Template
    • Configure Batch Structure (Document Hierarchy)
    • Setup Image Enhancement
    • Configure Page recognition
  • Enhance the application in Datacap Studio
    • Create the Locate rules to locate fields with keyword search
    • Locate fields with intellocate (automatic in the learning template)
    • Configure the field Validation rules to validate the fields on the pages
    • Extend the Locate and Validation rules to handle more page types
  • Export to IBM FileNet Content Manager repository
    • Convert document images to pdf format
    • Configure Export Rules for IBM FileNet Content Manager
  • Application debugging and Test the task profiles
    • Use the Test tab in Datacap Studio for application debugging
    • Locate and use Datacap Logs to troubleshoot Datacap error conditions
  • Connection to Box 
    • Configure a Box repository
    • Configure Datacap Box Connection
  • Cognitive Capture
    • Apply for an Alchemy key
    • Train Content Classification using Workbench
    • Classification using full page
    • Use Layout types for classification
    • Use ALCHEMY entries for classification
    • Build Page Layouts
    • Extracting Information with Text Analytics
    • Extracting Data Using Alchemy API Language
    • Filtering Results
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