IBM Datacap 9.0.1: Introduction



This course introduces you to the Datacap system components, processes, and architecture. You will learn how to use Datacap clients to process document batches.�

Note: While class exercises are performed within a Datacap 9.0.1 environment, our expert instructors can provide guidance on all previous versions and their differences.


  • Individuals who want to know about Datacap architecture and Datacap clients
  • Administrators who are responsible for configuring and administering Datacap system
  • Application builders who implement data capture solutions using the IBM Datacap software suite


  • Working knowledge of Microsoft Windows operating systems
  • Familiarity with data capture concepts is recommended but not required

Learning Objectives

  • Datacap Capture Process
  • Document Source, Document Transformation, Document Delivery
  • Datacap Utilities and Clients and which Roles Would Use Them
  • Datacap Navigator, Datacap Desktop, Datacap tmweb Client, Datacap FastDoc, and Datacap Studio
  • IBM Datacap Configurations and Components
  • Single System, Client/Server, Hybrid
  • Centralized and Decentralized
  • Work with the Datacap Desktop Client
  • Create, Process, and Monitor Document Batches
  • Work with the Datacap Navigator Client
  • Operation, Monitor, and Administrator Views
  • Create, Process, and Monitor Document Batches
  • Work with Datacap Web Client Interface (tmweb)
  • Operation, Monitor, and Administrator Views

1. Datacap Overview

  • What is IBM Datacap?
  • The three process phases for capturing documents

2. Role-based Datacap Clients

3. Architecture

  • Datacap components
  • Deployment Configuration Options
  • Datacap Folders for Services and Client code
  • Datacap.xml file

4. Datacap Desktop Client

  • Capabilities overview
  • Datacap Desktop - Monitor view
  • Select applications and tasks, and apply filter in the Monitor view

5. Application Design

  • Implementation Guiding Principals
  • Steps to design an application
  • Analyze and define the requirements
  • Application development strategy
  • Scan, upload, classify and verify batches
  • Datacap administrator view
  • User settings
  • Accessibility features of Datacap Navigator interface

6. Introduction to Datacap Navigator

  • What is IBM Datacap Navigator?
  • Views in Datacap Navigator
  • Job Monitor
  • Batch processing, Scan, Upload, and Verify
  • User settings and Accessibility features

7. Datacap Web Client (tmweb)

  • Datacap Web Client � Operations � Monitor � Administrator - Workflows
  • Add Users, Groups and Stations
  • Set Privileges and Permissions
  • Configure Shortcuts