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IBM Datacap 9.0.1: Datacap Studio (F255G)

IBM Datacap 9.0.1: Datacap Studio (F255G)

Overview

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. http://www.ibm.com/training/terms

Objectives

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

Course Outline

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


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) 
Course ID:
F255G


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