IBM Datacap 9.0 Configuration
COURSE OUTLINE:
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 the all-in-one configuration. This is with all Datacap software installed on one configured to run on a Windows 7 workstation. You work initially with an IBM Datacap system on Windows 7 configured in 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.
Audience
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.
Prerequisites
You should have:
- Familiarity with data �capturing concepts
And you should have taken:
- IBM Datacap 9.0: �Introduction F220G
Learning Objectives
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
- 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)