IBM Datacap 9.0 Configuration

COURSE OUTLINE:

Description

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 ï¿½capturing concepts

And you should have taken:

IBM Datacap 9.0: ï¿½Introduction 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 ï¿½and 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 ï¿½Services

Configure and Start Datacap Report Viewer

Set the Enable LDAP option
Set Up Report ï¿½Viewer 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 ï¿½Datacap repositories in IBM Navigator
Customize Datacap Navigator desktops
Add Datacap repositories ï¿½
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 ï¿½each 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 ï¿½
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)

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