IBM Datacap 9.0: System Configuration

In this course, you will learn how to configure a two-image Datacap system. All of the server components are configured to run on a Server image while workstation components are configured to run on a Windows 7 workstation. Initially, you will work 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 will then reconfigure to a two machine installation by including a Server 2008 DNS server with Active Directory and some of the Datacap server components.

Note: While class exercises are performed within a Datacap v9.0 environment, our expert instructors can provide guidance on all versions and their differences.

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How to configure:

Web access
Authentication modes
Datacap Server
Start Rulerunner
Web Client Upload Service
Report Viewer
Maintenance Manager
Navigator

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Classroom Live Outline

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)

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)

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)

Familiarity with data capturing concepts.

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.

IBM Datacap 9.0: Administration

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IBM Datacap 9.0: System Configuration

Course Overview

Schedule

What You'll Learn

Outline

Classroom Live Outline

Prerequisites

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Follow-On Courses

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