Training
IBM
Business Automation
DataCap
IBM Datacap 9.0.1: Configuration and Administration

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IBM Datacap 9.0.1: Configuration and Administration

This IBM Self-Paced Virtual Class (SPVC) includes: - PDF course guide available to attendee during and after course - Lab environment where students can work through demonstrations and exercises at...

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$2,030 USD GSA $1,106.93

Course Code ZF262G-SPVC

Duration 4 days

Available Formats Self Paced

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Overview

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This IBM Self-Paced Virtual Class (SPVC) includes:
- PDF course guide available to attendee during and after course
- Lab environment where students can work through demonstrations and exercises at their own pace

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.

Skills Gained

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

Who Can Benefit

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

Course Details

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

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