Duration

2 days

Overview

This course is an entry level class that is a prerequisite for all other IBM Datacap 9.0 courses.

You work with a fully functioning IBM Datacap system with IBM FileNet Content Manager and IBM Content Navigator also installed to practice the skills.

This course provides students with an understanding of the Datacap process, the architecture, and system components. It includes an introduction to the layout and functionality client user interfaces for configuring and processing document batches. There is also an overview of the changes that are implemented in the Datacap 9.0 release.

Learning Journeys or Training Paths that reference this course:

IBM Datacap 9.0 – Role: Business Analyst
IBM Datacap 9.0 – Role: Support
IBM Datacap 9.0 – Role: Application Builder
IBM Datacap 9.0 – Role: Administrator & Solution Architect

Audience

This intermediate course is for:

Anyone who needs to know the Datacap 9.0 architecture, development tools, and client user interface.
Administrators who are responsible for configuring and administering Datacap 9.0 system.
Application Builders who implement data capture solutions using the IBM Datacap software suite.

Prerequisites

You should have:

Familiarity with data capturing concepts
Working knowledge of Microsoft Windows operating systems

Key topics

Datacap overview

What is IBM Datacap?
The three process phases for capturing documents
Basic Steps in a Datacap application

Datacap Desktop Client

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

Datacap Navigator interface

Datacap Navigator architecture
Datacap View for the business users
Job Monitor

Datacap Mobile interface

Datacap mobile app
Connection to a central server
Work with local documents
Working with batches and fields

Architecture

Datacap components
IBM Datacap on mobile
Deployment Configuration Options
Datacap Folders for Services and Client Code
Datacap.xml file

Application Design

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

Appendix

Changes to Datacap 9.0

FastDoc improvements

Datacap Desktop

Datacap Navigator Web Interface

Datacap Mobile

Application Templates

Changes to Feature Pack 3

Datacap Web Client interface

Operations – task processing
Monitor- Job and task progress and Statistics
Administrator- Configuration for:
- WorkFlows (Jobs and tasks)
- Users and Groups
- Privileges and permissions

Objectives

Identify the IBM Datacap configurations and components

Single system, Client/Server, Hybrid

Centralized and Decentralized

Describe the Datacap Capture process

Document Source, Document Transformation, Document Delivery

Work with the Datacap Desktop client

Create, process, and monitor document batches

Work with the Datacap Navigator interface

Operation, Monitor, and Administrator views

Create, process, and monitor document batches

Work with the Datacap Mobile interface

Connecting Mobile devices to a central Datacap server

Work with batches and fields in Datacap Mobile