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F255G - IBM Datacap 9.0.1: Datacap Studio


Duration: 2 days

This course shows you how to create and configure a Datacap application using Learning Template and then to enhance it using Datacap Studio. You identify when to use a Learning Template or a Form Template for your application. This course also introduces you to the Box integration for Datacap.

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.


Upon completion of this course, participants will be able to: 

  • Work with Datacap Studio
  • Explore Rulemanager, Zones, and Test views in Datacap Studio
  • Create an application and configure in FastDoc
  • Create an application based on the Learning Template
  • Configure Batch Structure (Document Hierarchy)
  • Setup Image Enhancement
  • Configure Page recognition
  • Enhance the application in Datacap Studio
  • Create the Locate rules to locate fields with keyword search
  • Locate fields with intellocate (automatic in the learning template)
  • Configure the field Validation rules to validate the fields on the pages
  • Extend the Locate and Validation rules to handle more page types
  • Export to IBM FileNet Content Manager repository
  • Convert document images to pdf format
  • Configure Export Rules for IBM FileNet Content Manager
  • Application debugging and Test the task profiles
  • Use the Test tab in Datacap Studio for application debugging
  • Locate and use Datacap Logs to troubleshoot Datacap error conditions
  • Connection to Box
  • Configure a Box repository
  • Configure Datacap Box Connection


1. Introduction to Datacap Studio

  • Rulemanager View
  • Document Hierarchy
  • Rulesets ( Global and Application)
  • Rulset Types (Compiled and Conventional)
  • Rule mapping, Properties, Task profiles, Action libraries
  • Zones view
  • Test view

2. Create an application based on Learning Template

  • Characteristics of a Learning Template Application and docType
  • Learning Template Configuration
  • Document Integrity
  • Learning Template Fields
  • Configure a Learning Template application
  • The Learning Template and fingerprints
  • The Learning Template workflow
  • Routing and export

3. Enhance the application in Datacap Studio

  • Application enhancement with Datacap Studio
  • Associate rules with a document hierarchy object
  • Associate a ruleset with a task profile
  • Validate Rules and actions

4. Create Locate and Zone rules

  • Locate actions

5. Create Validate rules

  • Validation actions
  • Validate and export task relationship
  • Mixing locate and validate actions

6. Expand the Locate and Validation rules

7. Document export to corporate data repository

  • Export types
  • Export to IBM FileNet Content Manager Repository
  • Actions to export to IBM FileNet repository

8. Application Debugging and Logs

  • Application Debugging in Datacap Studio
  • Logs Used in Debugging
  • Setting Rulerunner Logging by Application/Task
  • Datacap Studio Test Tab
  • Set Breakpoints
  • Breakpoint Configuration Interfaces

9. Connect to a Box repository

  • Box Connector Introduction
  • Box installation and configuration
  • Create a Box account and a Box application
  • Configure Box repository account

10. Configure Datacap Box connection

  • Configuration Box connection parameters
  • Configure a Datacap application for Box import and export
  • Configure the Virtual scan task
  • Batch processing behavior
  • Administration configurations
  • Box rulesets and action libraries

11. Visual Studio

  • Converse Custom Control Panels


  • Application Builders who are responsible for building Datacap applications
  • Anyone who needs to know how to rapidly develop a capture solution and enhance the application using the full capability of the IBM Datacap suite.


The following courses or equivalent knowledge are required: 

  • IBM Datacap 9.0.1: Introduction (F251)
  • IBM Datacap 9.0.1: FastDoc Server Mode (F253)
  • IBM Datacap 9.0.1: FastDoc Multi-Page Document (F254) 


This course is not associated with any Certification.


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