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Intro - 1
2009 EMC Corporation. All rights reserved.
Copyright statement: Copyright 1994-2009. EMC Corporation. All Rights Reserved.
Trademark Statement: Captiva and the Corporate Logo are trademarks or registered
trademarks of EMC Corporation in the United States and throughout the world. All other
company and product names are used for identification purposes only and may be
trademarks of their respective owners.
This is an unpublished work containing confidential and proprietary information.
Use, disclosure, reproduction, or transfer of this work without the express, written consent
of EMC Corporation is prohibited.
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Intro - 2
2009 EMC Corporation. All rights reserved.
Dear EMC|Documentum Education Student:
This letter will serve to confirm that all information that is disclosed orally,
visually, and in printed form during your training class is to be treated as"Confidential" in accordance with the terms of the applicable confidentialityagreement (the "Agreement") between EMC|Captiva and your Company.
Under the terms of the Agreement, please be advised that you may not:
1. disclose such information or materials except as specified in the Agreement,nor2. use such information or materials other than for the specified purpose set forthin the Agreement.
Also, the materials you receive during your visit are copyrighted works of EMCCorporation (regardless of whether they bear a copyright mark) and may be usedonly for the purpose of supporting the training of your employees who attendEMC|Captiva training courses. You may not reproduce, disclose, or distributethese materials, in whole or in part, nor may you prepare derivative works ofthem. These copyrighted works include the Student Guides, Lab Manuals,Instructor Guides, and all course materials used in EMC|Captiva courses andworkshops.
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Intro - 3
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Intro - 4
2009 EMC Corporation. All rights reserved.
Course Modules
Note: To download lab files for this course, please go to:
http://mylearn.documentum.com/labfiles/ia/iafa0209.zip
1. Capt iva Overview2. Installation
3. InputAccel Overview
4. Licensing
5. ScaleServer
6. Security
7. Client Modules
8. Administering Servers, Processes and Batches9. ScanPlus
10. Image Enhancement
11. OCR
12. IndexPlus
13. Forms Processing
14. Standard Export
15. Troubleshooting16. Logging and Reporting
17. Documentum Export
18. Other Modules
19. Web Services
20. Introduction to Process Development
Book 2
Book 1
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Intro - 5
2009 EMC Corporation. All rights reserved.
Course Objectives
Describe the InputAccel Products
Install and license the InputAccel database, server,and client modules
Understand security requirements for InputAccelusers
Learn how to deploy client modules usingClickOnce
Describe, perform setup, and use common clientmodules such as ScanPlus, IndexPlus, ImageEnhancement, OCR, and Documentum AdvancedExport
Understand how to configure and use the WebServices Subsystem
Describe logging and reporting
Describe Client-side Scripting
Gain an understanding of how processes aredeveloped
Manage processes and batches
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Intro - 6
2009 EMC Corporation. All rights reserved.
Course Prerequisites
Understanding of Client/Server Technology
Familiarity with imaging and EnterpriseContent Management concepts (desired)
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Intro - 7
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Course Logistics
Schedule
Breaks / Lunch
Restrooms
Phones
Access/Security
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InputAccel Fundamentals and Adminis tration
TOC- 1
2009 EMC Corporation. All rights reserved.
Table of Contents
Book 1
Module 1: EMC Captiva Overview
Imaging Concepts...................................................................................................................1-3
EMC Captiva...........................................................................................................................1-5
InputAccel Process Overview...............................................................................................1-14
Captiva Products ..................................................................................................................1-15
Module 2: Installation
Hardware and Software Requirements...................................................................................2-3
Software Installation ...............................................................................................................2-8
Module 3: InputAccel Overview
InputAccel Overview ...............................................................................................................3-3
Processes and Batches........................................................................................................3-14
Module 4: InputAccel Licensing
Activation and Licensing Overview .........................................................................................4-3
License Parameters................................................................................................................4-9
License Management ...........................................................................................................4-16
Module 5: ScaleServer
Overview.................................................................................................................................5-3
Example Operation.................................................................................................................5-7
Creating ScaleServer Groups...............................................................................................5-17
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TOC- 2
2009 EMC Corporation. All rights reserved.
Module 6: Security
Overview.................................................................................................................................6-3
Roles and Role Management .................................................................................................6-5
Permissions and ACLs .........................................................................................................6-14
Module 7: Client Modules
Setup and Production .............................................................................................................7-3
Departmental Routing...........................................................................................................7-22
Commonly Used Modules.....................................................................................................7-27
Module 8: Administering Servers, Processes, and Batches
Server Settings.......................................................................................................................8-3
Managing Processes ............................................................................................................8-11
Managing Batches................................................................................................................8-20
Connections..........................................................................................................................8-36
Module 9: ScanPlus
ScanPlus Overview ................................................................................................................9-3
Setup Mode ............................................................................................................................9-6Production Mode...................................................................................................................9-19
Module 10: Image Enhancement
Overview...............................................................................................................................10-3
Color Filters ..........................................................................................................................10-5
Binary Filters.......................................................................................................................10-18
Run Mode Options..............................................................................................................10-25
Module 11: OCR
Overview...............................................................................................................................11-3
NuanceOCR .........................................................................................................................11-6
Book 2
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2009 EMC Corporation. All rights reserved.
Module 12: IndexPlus
IndexPlus Overview..............................................................................................................12-3
Setup ....................................................................................................................................12-6
Production...........................................................................................................................12-23
Module 13: Forms Processing
Overview...............................................................................................................................13-3
Page Registration .................................................................................................................13-8
Setup Mode ........................................................................................................................13-12
Production Mode.................................................................................................................13-19
Module 14: Exporting to Standard Systems
Export Modules.....................................................................................................................14-3
Image Export ........................................................................................................................14-5
PDF Export ...........................................................................................................................14-8
Index Export........................................................................................................................14-10
Values to XML ....................................................................................................................14-12
ODBC Export......................................................................................................................14-17
Module 15: Troubleshooting
Database Problems ..............................................................................................................15-3
Log Files...............................................................................................................................15-5
Debugging a Batch .............................................................................................................15-12
Input Management Console................................................................................................15-18
Module 16: Logging and Reporting
Logging.................................................................................................................................16-3
Reporting ............................................................................................................................16-16
Purges ................................................................................................................................16-22
Module 17: Documentum Advanced Export
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Overview...............................................................................................................................17-3
Setup ....................................................................................................................................17-5
Module 18: Other Modules
Import Modules.....................................................................................................................18-3
Image Processing Modules ..................................................................................................18-6
Utilities ..................................................................................................................................18-8
Module 19: Web Services
Web Services Overview........................................................................................................19-3
Configuring Services and Hostings.....................................................................................19-10
Web Services Input Setup ..................................................................................................19-22
Web Services Output Setup ...............................................................................................19-25
Module 20: Introduction to Process Development
Development Cycle...............................................................................................................20-3
Process Components ...........................................................................................................20-5
Creating a Process .............................................................................................................20-10
Task Levels.........................................................................................................................20-28
Debugging Batches ............................................................................................................20-33
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1-2InputAccel Overview 2009 EMC Corporation. All rights reserved.
Module Objectives
Describe the EMC Captiva Solution
List Captiva Products
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Electronic Imaging
Electronic imaging uses optical scanners toconvert paper content into electronic content
Examples include:
- Structured or unstructured documents
- Invoices
- Billing statements
- Forms
Imaging Concepts
Captiva Products
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Benefits of Capturing Paper Documents andInformation
Reduce operating costsdocument preparation,
data entry, etc.
Reduce paper costslost, duplicated, shipped, handled, filed, etc.
Improve the quality of the information that is driving your critical
business processes
Accelerate business processesimmediate access to all
information and supporting documentation
Stronger compliance controlenforced electronic retention
Provide better and faster customer service
Customers receive tremendous benefits in automating their paper-based, manual processes.Some of these benefits include:
-30-50% productivity increases in streamlining processes by eliminating the inefficiency, expenseand paper environment in which documents are handled sequentially and can be easily misplaced
or lost. In the case of Cincinnati Insurance Company they were able to reduce the claims entrytime from 30 days to one day.
-15% of all paper handled in a typical business gets lost (Bostons Delphi Group). Capturing thedocuments at the beginning of the process will eliminate lost or misplaced files. In addition, eachlost piece of paper costs a business on the average of $120 (Bostons Delphi Group)
-The Boston Delphi Group states that 30% of all employees time is spent looking for documents.Digitized documents stored in a central repository can provide immediate and simultaneousaccess to all files, information and supporting documents, regardless of geographic location.
-The control and accessibility of an end-to-end transactional content management system cansave significant research costs and potential compliance penalties. Such a system can:
Eliminate the inherent risk of paper documents
Ensure the integrity of documentsProvide a verifiable audit trail
Set and enforce policies
Enable fast and cost-efficient access to documents in the event of litigation
-Managing business files in digital form gives employees the global, on-demand access to contentthat is necessary to ensure a 360-degree view of customer data and business transactions.
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Input Management
Captures digital and paper content and enhances image quality
Identifies document types and extracts data
Validates index data against backend business applications Delivers to EMC Documentum, ERP, and other systems
DeliverExtract
Metadata
Author
Date
From
Subject
Customer
Capture Classify Validate
EMC Captiva
EMC Captivas input management solutions capture information from a wide variety of file format and document types.
The EMC Captiva family helps you capture business critical information from paper, fax and electronic data sources into business-ready content suitable for processing by enterprise applications. Youll easily automate the processing of billions of documentsannually, quickly and accurately converting their contents into information that is usable for all enterprise business processes ina timely and cost-effective manner.
All documents, regardless of format, are either scanned, faxed or received electronically. These documents will go through an image
enhance process making optimal to begin to identify the document, whether it is a contract, PO, or correspondent. Metadata isthen extracted from the document based on its classification. As an option, the data can be validated against a third partyapplication, such as ERP / LOB, to ensure that the information extracted from the document is accurate. At the end of the
process the digitized documents and metadata are delivered and stored within EMC Documentum and / or ERP systems.
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Faxes
Scanners
eForms
NetworkDirectories
MFPs
Key Points
Capture of various content types through
fax, scanner, network drives, remote sites
Includes paper and electronic documents
(structured and unstructured), and data
streams
Applies image quality checks, cleans up
images improving image clarity and
readability and speeds processing, without
manual intervention
CL ASSIFY EXTRA CT VA LIDATE DELIVERCAPTURE
INPUTACCEL PLATFORM
CAPTURE
Capture from All Types of Sources
There are many types of information that organizations need to capture such as paper, faxes, film,images, and sometimes electronic files. Captiva provides solutions to capture these paper andelectronic files, automatically identify them, extract data within them, then deliver that data andimages of the documents to back end systems such as ECM, ERP, and databases. IA is a perfectfit when an organization has several sources where they need to capture documents.
Key points:
Email strips out attached files (TIFF images) and processes them through IA
Faxes receives incoming images via fax servers (e.g. Captaris Rightfax)
eForms Accept a data stream from eForms
Scanners Supports document scanning in both an hoc (low volume/distributed capture) or highvolume (centralized production capture)
Network servers IA polls specific network folders and processes images as they becomeavailable on the server
MFP Supports distributed capture using MFPs (Multi-functional peripherals supplied by
companies like Xerox, Ricoh, and others)
Once documents are scanned, IA applies image enhancement techniques to clean up the image(e.g. applies deskew, despeckle, line removal, etc)
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Key Points
Classify documents while reducing
or eliminating manual document
preparation and sorting
Index and route documents to the
appropriate business process and
assemble complex document
packages
Mailroom functionality within a
business-critical TCM solution
InputAccel
Server
claims quotes
taxreturns
contracts
apps/forms
CL ASSIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
CLASSIFY
Classify Documents
Customer Example (Morgan Stanley):
Chose EMC Captiva InputAccel and Dispatcher as their solution
The new process opens the envelopes and pulls outthe documents automatically
Dispatcher classify account documents and extractskey information such as Account #, Name and Address
Dispatcher uses freeform OCR to find keywords and extract related data, and database lookups for matches are made against an internal database withautomate the data validation where poss ible
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Key Points
InputAccelUtilize
separator sheets,
patch codes, bar codes,
or advance document
identification for batch
processing
DispatcherAdvancedclassification techniques
reduces or eliminate manual
document preparation and
sorting
Associate attachments witha template
Index and route documents
to the appropriate business
process
Doc Set 4Doc Set 1
Patient folder:0045128
Doc Set 2 Doc Set 3
Patient Folder:0045670
IDENTIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
CLASSIFY
Identify Documents
Two Ways to identify documents:
1)Sort documents into logical sets and use separator sheets, patch codes, or barcodes to indicateto IA when a new document starts. This approach is most applicable in scenarios where it is easyto come up with these doc sets, and the data being extracted is minimal.
2) Separating out documents automatically based on the lay out analysis or specific keywords.Related to the classification technologies, Dispatcher can naturally separate images to createbatch folder without separators or bar code. Dispatcher uses some natural separators defineduring the learning base. The benefit here is users do not have to manual sort and preparedocuments prior to scanning.
Once a document has been classified, an appropriate template can be applied to extract thebusiness data and perform all business rules defined.
In the example, above, documents sets are broken out into a logical set when a document isrecognized as a given template. Doc Set 1 and 2 are from the same patient and the pages thatfollow the top page are attachments that are associated with the identified template.
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InputAccel and Dispatcher
Multiple technologies to determineeach document type
Global Image Analysis Global Image Analysis Handwritten detection
High Precision Anchors
Keywords Analysis
High Precision Anchors Keywords Analysis
Text Matching Analysis
Structured Semi-Structured
Unstructured
Forms
Tax Returns
Invoices
Checks
POs
EOBs
PatientRecords
IDENTIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
CLASSIFY
Advanced Document Ident ification
1. Structured documents these are document types where data is always in the same area or region of the page. This document type usuallyrequires zonal OCR or forms processing for highly complex forms such as mortgage applications, credit applications, etc. Examples of thesetypes are address forms, health claim forms, benefit forms, tax forms, etc. A typical product mix to handle this document type would beInputAccel or InputAccel with FormWare for highly complex forms, and Dispatcher to identify them.
2. Semi structured documents these are document types where data required from the page is the same but varies in location from one vendor toanother. This document type usually requires free form technology to find the data in question and extract/validate them from other systemseventually triggering transactions. Examples of these types are invoices, purchase orders, shipping documents, bill of lading, phone bills, etc. Atypical product or configuration would be InputAccel for Invoices.
3. Unstructured documents these are document types where data or information is in the page but not always in the same area. This documenttype usually requires conversion of text into electronic format such as PDF or text recognition could be used to identify what the document is allabout. Examples of these document types are correspondence and letters.
Techniques:
Global Image Analysis - Dispatcher uses a completely automatic learning process (fuzzy logic approach) forunlimited document types, building dynamically a knowledge base. This method does not rely on being able toread text data from the document but instead analyses the significant structural elements of the document, makingit completely language independent!
HPA - An HPA is defined manually by placing anchors on the graphical zones that are specific to a document in orderto discriminate between documents. This technology should be applied when there is a high variability ofdocuments within the same template. For example, in the case of documents such as cheques, it is not useful todiscriminate too much by creating one template per bank if it is only necessary to identify that these documents arecheques, regardless of the issuing banks.
Keyword - To classify documents based upon the text they contain and not according to their visual aspect orsimilarity with the template. Based on dictionaries of keywords often associated to the company documentreferential, Dispatcher reads the information on the document with specific OCR engines and identifies thetype of incoming mail.
Text Matching -New classification technology dedicated to unstructured documents. Easy to implement and set up youcan on fly manage and control unstructured document classification. The objective is to extract the complete textand to compare sentences and characters sequence between documents. Therefore you can easily classify legaldocuments which can have different lay out or design but legal text will be exactly the same. This approach isunique on the market today and help our customers to optimize their unstructured information process. Mortgage,Legal application, HReven financial services can get benefits of the Text Matching technology.
This feature will be included into Dispatcher for the 5.0 release Q2 08.
Handwritten - Handwritten document is really different from others. Because of the algorithms of the fuzzy logicand of the learning base it is quite easy to distinguish the lay out of a handwritten document.
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Key Points
InputAccel provides key-
from-image indexingsupport, zonal OCR, and
OCR rubber banding for
quick document indexing
Dispatcherperforms
zonal OCR extraction and
free-form keyword rules to
extract any kind of
information at a field,
table, page, or document
level
Reduces the amount of
data entry an index
operator has to perform
Zonal Extraction Freeform Extraction
CL ASSIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
EXTRACT
Intelligent Data Extraction
Two Major Technologies:
Template: locate which fields to capture, work well when the layout of forms is the same or where clearidentifiers define the format. Used for recurring information.
Free Form Approach:based on keywords and text analysis to catch out the data. You extract the sameinformation than a template used but without any layout analysis. Used for non recurring information.
IA data extraction
At a basic level images are scanned and index operators key information into index fields based on imagedata. IA provides more advanced techniques which include the following.
Zonal OCR At setup time, an admin can specify where on a document to apply OCR (Optical CharacterRecognition). For example, a customer may want to extract a loan document number from a page. Ratherthan keying this information, IA applies OCR to read the loan number and have it pre-populate an indexfield. Dispatcher support zonal OCR as well.
OCR Rubber Banding IA supports full page OCR. As a document is being indexed, an operator canselect a certain location on a document image and extract the OCR results. For example, rubber bandingaround the SSN on a page will take the OCR results and insert it into the SSN index field on screen. Thisprovides a quick and easy way to extract data from a document without manually keying.
Dispatcher extraction capabilities
-Performs both zonal OCR and free form OCR extraction.Free form OCR looks for keywords on a document image and once it locates the word, applies theextraction rules. For example, look for the keyword P.O. and once located look below P.O to find thepurchase order number. This provides flexibility around being able to extract data from a semi-structureddocument.
Table Extraction Supports the extraction of line item details on a document. For example an invoice.Dispatcher Table Extraction will OCR the data and based on setup rules defined will extract the line itemdetails (e.g. Quantity, Description, Amount) into Dispatcher index fields.
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Key Points Data extraction based
on document type and
business requirements
Extract data from key
fields or perform full
data extraction for
forms processing
Multi-language OCR/ICR engines
support
Voting system (optimistic,
pessimistic, average method)
Bar Code
Handprint (ICR)
Mark Sense (OMR)
Machine Print (OCR)
Complex Tables and Columns
CLASSIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
EXTRACT
Intelligent Data Extraction
Data Extraction
Optical Character Recognition (OCR) type written information
Voting System Where multiple recognition engines are used in order to gain the highestconfidence on data read from an image
Barcodes supports the reading of most 1D barcodes as well PDF417 2D barcodes
ICR handprint recognition
OMR bubbles, checkboxes
Multi-language support supports various European languages, as well as Chinese and Japanese
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CL ASSIFY EXTRA CT VA LIDA TE DELIVERCAPTURE
INPUTACCEL PLATFORM
VALIDATE
Key Points
Key data from images
Data extracted using OCR,
ICR, OMR, and bar code
recognition
Supports rubberband
OCR-assisted indexing
Maintains the data integrity
Real-time validations
against back-end
databases and business
systems
Define specific business
rules for each document
type
DocsSe
parated
IndexDa
taExtrac
tion
FullPageOCR
Validation
Validation
Once the data is read from the document, rules can be applied. These rules can be as simple asspecifying the expected format in an index field (alpha, numeric, etc), it can include templaterules (e.g. SSN index field = NNN-NN-NNNN), and database validations can be used to connect
to a backend system to automatically validate what has been extracted from a document (e.g.Purchase Order Number)
Validations can happen automatically (connect to a database to perform a lookup and pre-populate other index fields based a key value that was extracted) or some cases require humanintervention (a field is marked as always review)
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Key Points
Export both images
and index data toleading content
management systems,
ERP, BPM, databases,
and other systems
Supports conversion to
PDF (image, normal,
and image + text), full
text OCR, and PDF
compression
API to API enterprise
content management
exports
CL ASSIFY EXTRA CT VA LIDA TE EXPORTCAPTURE
INPUTACCEL PLATFORM
DELIVER
Export to Back-end System and Processes
Exports enable the connection between InputAccel and the backend system that allow for thedeliver of index data and documents (images). Exports like the ones to Documentum,ApplicationXtender, Filenet CS/PS, and IBM Content Manager export the index data anddocuments to various folders depending on the document type and index data. These exports alsocan kickoff workflows in backend CM systems enabling the routing and approval of thedocuments and information.
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CL ASSIFY EXTRACT VA LIDATE DEL IVERCAPTURE
INPUTACCEL PLATFORM
Export to
Documentum
Repository
How it WorkseInput(browser-basedscanning and
indexing)
Scanner Scan
Classify
Extract
ValidateIndex
Document, ECM,
File Storage
InputAccel Process Overview
How it works:
The following slide provides a diagram on the overall flow of images through IA.
Key points:
A capture flow process can be as simple as scan, image enhancement, recognition,index/validation, and export. Or the capture workflow can be more complex and includeconditional steps where documents get routed to certain individuals for review, data validationsoccur where an IA capture flow validates extracted data against a bus application, or have extrasteps for rescanning bad document images.
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Product Information (1 of 2)
InputAccel
- Customizable document capture platform
Dispatcher
- Enabling intelligent classification and extraction functionalityinto process flow
Dispatcher for InputAccel
- Leveraging the InputAccel architecture
FormWare
- Enterprise level Forms Processing
FormWare for InputAccel
- Leveraging the best of both products
Imaging Concepts
Captiva Products
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Product Information (2 of 2)
InputAccel Express- Capture made fast, powerful, flexible and affordable
InputAccel For Invoices
- Processing any and all invoices ClaimPack
- Processing HCFAs and UB92 claims
Digital Mailroom- Capture, classify, and deliver all digital input
Pixel Translations- ISIS Drivers, QuickScan Pro and imaging toolkits
SDK- Software Development Kit used to develop InputAccel
compatible modules
Imaging Concepts
Captiva Products
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2009 EMC Corporation. All rights reserved.
Module 2
Installation
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2-2Installation 2009 EMC Corporation. All rights reserved.
Module Objectives
Describe the hardware and software requirements
Describe the installation steps
Describe the ClickOnce Deployment Utility Describe upgrade steps
Install the InputAccel server
Install InputAccel client modules
License the InputAccel Server and modules
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Server Hardware Requirements
Minimum hardware requirements for the InputAccel server
- CPU: 2.8 GHz Pentium 4
- Hard drive: At least 10GB free space
- Memory: 4 GB RAM
- Networking: Network interface card that supports TCP/IP
- Video: Minimum resolution of 1024 x 768, 256 colors
Refer to theInputAccel Installation Guide for more details andrecommended hardware
Hardware and SoftwareRequirements
Software Installation
The requirements listed above are minimums. Performance may be increased by exceeding theminimums.
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Server Software Requirements
MS SQL Server 2005 SP2
Windows Server 2003 R2 with SP2 or Windows Server 2003 SP1or later
IIS 6.0 is required for web components
- Administration console
- InputAccel Remoting
Datacenter, enterprise, and standard editions of Windows 2003 Server are supported.
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Client Hardware Requirements
Minimum requirements
- CPU: 2.0 GHz Pentium 4
- Hard drive: At least 2GB free space
- Memory: 1 - 3 GB RAM
- Networking: Network interface card that supports TCP/IP
- Video: Minimum resolution of 1024 x 768, 256 colors
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Client Software Requirements
Operating system
- Windows XP SP2
- Windows Server 2003 R2 SP2 or Windows Server 2003 SP2
- Vista - Enterprise x32 SP1, Enterprise x64 SP1
- Vista Business x32 SP1
The administration console also requires Internet Explorer 7.0
In addition, some modules may have specific softwarerequirements
Refer to the InputAccel Version 6.0 Installation Guide for more information.
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Database Requirements
InputAccel database user account
- Used by the InputAccel server to connect to the SQL serverdatabase
- Must use SQL Server authentication
- Must be a member of the db_ownerrole for both the InputAcceldatabase and the msdb database This must be performed after the IA database installation step
Used during server and web components installation
Do not use the sa account or other SQL Server account that hasfull permissions
MS SQL Server 2005 Express edition may be used in development or testing environments, butthere are limitations to using this edition. Refer to the InputAccel Installation Guide for details.
Using the default MS SQL Server sa account or any account that has full permissions is notrecommended as it can pose a security threat.
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Software Installation
Server installation
- InputAccel database
- Server software
Client installation
- Necessarymodules
Web componentinstallation
- Administrationconsole
Hardware and SoftwareRequirements
Software Installation
The software installation is comprised of three main types: server software, client software andweb components, which provides the administration console.
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Installation Steps
1) Install and configure the InputAccel database
2) Install the InputAccel server(s)
3) Install the administration console and (optionally) IA remoting4) Activate and license the servers
5) Install the client modules
6) Create roles and add users to them
Creating roles will be covered in a later module of this course.
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Installing the Database (1 of 2)
Select the Step 1 link in the installer to install the InputAcceldatabase
The user account being used when selecting to install the InputAccel database must be a memberof the local Administrators group.
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Installing the Database (2 of 2)
Choose the database files destination
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Finishing the Installation
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Server Installation (1 of 8)
Once the database is installed, proceed with the server installation
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Server Installation (2 of 8)
Review supporting software that will be installed and click Install
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Server Installation (3 of 8)
Remove the USB port hardware key, if applicable
The USB port hardware security key is only applicable to customers upgrading from oldersystems. Hardware security keys are no longer issued.
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Server Installation (4 of 8)
Choose Typical or Custom installation
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Server Installation (5 of 8)
Choose the number of servers that will be deployed if a side-by-side installation will be performed
The recommended number of InputAccel server instances is one for every two processors.
Benefits of installing multiple server instances:
Total virtual address space is increased using this formula: Number of processes x 2GB. Thisallows more batches to be loaded simultaneously on a single machine.
Each servers VBA engine will run in a separate thread, allowing parallel execution of batcheson server instances running on multi-processor machines.
Read/write operations can be distributed across multiple processors to enable parallelprocessing of multiple tasks.
Each server instance must be licensed. Licensing will be covered in a later module in this course.
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Server Installation (6 of 8)
Select the server software destination
and the data directory
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Server Installation (7 of 8)
Specify the service login account and service startup mode
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Server Installation (8 of 8)
Register the Data Access Layer with the InputAccel database
The Login ID specified in the data access layer (DAL) registration screen is the SQL Serverlogin created for use with InputAccel. This should not be the SQL Server SA login.
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Server Installation Completion
Once the server software has been installed, re-insert the hardwaresecurity key, if applicable
The USB port hardware security key is only applicable to customers upgrading from oldersystems. Hardware security keys are no longer issued.
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Web Component Installation (1 of 2)
There are two web components that may be installed
- Administration console
- InputAccel Remoting
Web components must be installed on a Windows 2003 serverrunning IIS 6.0
- The admin console andIA Remoting must be
installed on separate
computers
- InputAccel Server and
the admin console canbe installed on separate
computers
The administration console is required in order to administer InputAccel. It should always beinstalled. InputAccel Remoting is only necessary if remote clients need to access the IA serverand database. In this context, remote clients refers to any client modules that will be outside ofthe firewall.
The administration console should be installed prior to any client modules that will run asservices. Client modules will try to connect and use the single pre-license connection (needed bythe administration console).
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Web Component Installation (2 of 2)
First, the installer will install any prerequisite software. Next, select the web component to installand click Next.
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Destination and DAL Registration
Choose the destination directories for the application files and the location of the web site files.
As with the IA server installation, the Login ID used here in the DAL registration should be theSQL Server account created for use with IA and not the SQL Server SA account.
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Web Site Setup
Enter the Windows account that will be used to run the InputAccel web components web site.
Enter the name, IP address, and TCP port number to be used by the InputAccel web site. Theinstaller will create and configure the web site. No manual creation or configuration by the IISadministrator is required.
IIS uses port 80 for the Default website, therefore, it is important to pick an unused TCP port orchange the default website to use a different port number. If there is a conflict at installationtime, the installer will notify the user of the conflict.
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Installation
Ready to install
After entering the web site settings, click Install to perform the installation of the software.
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Licensing
Prior to installing any client modules, licensing must be performedfrom the administration console
Why are the Licenses required?
- Required for servers and client modules to run and processpages
How are licenses installed?
- Automatic installation Importing the license file using Administration Console
- Manual installation Use the Administration Console to manually enter individual
license codes
In addition to licensing, servers must be activated. The InputAccel server uses either a hardwaresecurity key (USB or parallel port) or an activation file (CAF). Licensing will be covered indetail in a later module in this course.
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Client Installation Phase
The client installation involves installing attended (ScanPlus,IndexPlus, etc.) or unattended client modules on workstations
Unattended modules may be executed as services
- Multi Directory Watch
- Documentum Advanced Export
- Others
Attended modules may be installed using the ClickOnce utility
- Deploys installation packages which allow the end-users toperform the installation
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Client Module Installation
Step 4 installs client modules
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Setup Type
Choose Typical or Custom installation
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Server Connection
Specify the InputAccel Server connection information
The dialog shown here is displayed if the InputAccel server is found. The Server port numberdefaults to 10099.
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Scanner Selection
Choose the scanner to use
Even if no scanner driver is installed, image files can still be imported to simulate scanning.
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ClickOnce Deployment Overview (1 of 2)
Microsoft technology that enables the creationof self-updating Windows-based applications
Deployments can be installed and run with minimal userinteraction
Published to and downloaded from a web site or file share
Overcomes three deployment issues
- Issues with updating applications
- Impact to the client computer
- Security permissions
Issues with updating applications: Typical installers require the entire application be re-installed.The ClickOnce deployment utility provides automatic updates and only downloads the parts of anapplication that have changed.
Impact to the client computer: ClickOnce deployments are self-contained and do not interfere
with other applications, whereas with a typical installer, it may rely on shared components, whichmay be out of date or newer that what is needed.
Security permissions: A typical installer will require Administrative permissions on the localmachine. ClickOnce deployments allow non-admin users to install and only grants the CodeAccess Security (CAS) permissions necessary.
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ClickOnce Deployment Overview (2 of 2)
ClickOnce can be used for the following attended modules:
- ScanPlus
- RescanPlus
- IndexPlus
Intended to be used by remote clients accessing the server via IARemoting
- End-users can easily install attended client modules
- Deployments can be made available as on-line only
Administrators using the ClickOnce Deployment utility should befamiliar with Microsofts ClickOnce technology
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Silent Installations
In many installations, it will be desirable to install client modulesremotely
- Not all client machines are accessible
- Third-party software can be used to push installations out toremote machines
Silent installations provide the capability to install client moduleswithout interaction from a user
- Batch files and/or Windows scripting can be used to install theappropriate modules in the background
Refer to the Unattended Installations section of the InstallationGuide for detailed information
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Upgrading
InputAccel versions 5.2.3 and 5.3 can be upgraded to version 6.0
Upgrade steps
- Archive irreplaceable files and data
- Install the InputAccel database
- Upgrade the InputAccel server
- Install the Administration Console
- Upgrade the client modules
- Install new client functionality
- Assign permissions to users of the upgraded or new modules
- Upgrade existing processes and customizations
- Upgrade audit extensions
- Upgrade custom callback and index validation functionality
When upgrading client modules, there are two choices: 1) Install the Backward Compatibilitypack to use existing modules with the 6.0 server or 2) Upgrade the installed versions to version6.0.
Refer to the Upgrading to InputAccel 6.0 chapter of the InputAccel Installation Guide for
detailed information on upgrading.
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Test Your Knowledge
1. True/False: An InputAccel database is only required
for enterprise installations.
2. True/False: The administration console is a web-based
component that runs on an IIS server.
3. True/False: A side-by-side installation may include up
to eight InputAccel servers.
4. Which of the following installation steps is performed during
both server and client module installation?
a) Data access layer registration
b) Scanner selection
c) InputAccel connection informationd) Side-by-side setup
Hardware and SoftwareRequirements
Software Installation
1.False.AnInputAcceldatabaseisrequiredforall6.0installations.
2.True.
3.True.
4.a-Dataaccesslayerregistration.
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Exercise
Goals
- Install the InputAccel database, server,web components, and client modules
- License the server and modules
Tasks
- Prepare for the software installation
- Install the InputAccel database
- Install the InputAccel server
- Install the InputAccel web components
- License the server and modules
- Install the InputAccel modules
Estimated time: 60 min
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Lab 2
Lab 2-1
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Module 2 Installation
Estimated Time: 60 minutes
Goals Install the InputAcceldatabase, server, and client modules
License the server and client modules
Tasks 1. Prepare for the software installation
2. Install the InputAccelDatabase
3. Install the InputAccel
Server
4. Install the InputAccel Web Components
5. Use the administration console to activate the server
6. Use the administration console to import a license file
7. Install the InputAccelClient Modules
Background
In this lab, you will install the InputAccel
database, server software, and client software. SQLServer and IIS have been installed on the system already.
Before you begin:
Answers to the questions asked in the lab are at the end of the lab instructions
Windows login/password: dmadmin/training
Task 1 - Prepare for the sof tware installation
1.1. Login to Windows using the login and password shown above (dmadmin/training).
1.2. Start the SQL Server service.
1.2.1. Double-click the Servicesshortcut on your computer's desktop.
1.2.2. Scroll down and find the service labeled SQL Server (SQL1).
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1.2.3. Double-click the SQL Server (SQL1) service to open the service propertieswindow.
1.2.4. Set the Startup typeto Automatic. This will ensure that the service is startedwhenever the system is rebooted.
1.2.5. Click the Startbutton to start the service.
1.2.6. Click OKto close the service properties window.
1.3. Start the World Wide Web Publishing Service.
1.3.1. Scroll down to the bottom of the services listed in the Services window.
1.3.2. Double-click the World Wide Web Publishing Serviceservice.
1.3.3. Set the Startup typeto Automatic.1.3.4. Click the Startbutton to start the service.
1.3.5. Click OKto close the service properties window.
1.3.6. Close the ServicesMMC window.
Congratulations! You have successfully prepared the system for
installation.
Task 2 - Install the InputAccel Database
2.1. Using Windows Explorer, navigate to C:\builds\Captiva\InputAccel.
2.2. Double-click the autorun.exefile to display the installer dialog window.
2.3. Below the InputAccel Productsheading, click the Install Productslink.
2.4. From the Installation Choiceslist, click the Step 1 -Install the InputAccel Databaselink.The InstallShield wizard will start.
2.5. At the Welcomescreen, click Next > (it may take a few seconds to compute spacerequirements).
2.6. Select to accept the terms in the license agreement and click Continue.
2.7. Click Next > to accept the default DestinationFolder.
2.8. Ensure the Create the InputAccel Databasecheckbox is checked, the Portis set to 1433,
and (local)\SQL1 isselected in the Database server dropdown list.
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3.1.2.8. Open the Server namedropdown list and select .
3.1.2.9. Expand the Database Enginenode on the Local Serverstab.
3.1.2.10. Select the node labeled and click OK.
3.1.3. In the Connect to Serverdialog, ensure that the Authentication field is set to
SQL Server Authentication.
3.1.4. Enter sa as the Login and trainingas the Password
3.1.5. Click Connect.
3.1.6. In the Object Explorerpane (on the left), expand the Security > Loginsfolders.
3.1.7. Right-click the Loginsfolder and select New Loginfrom the menu. A windowappears which will be used to create the new login.
3.1.8. Enter ia_adminas the Login name.
3.1.9. Select SQL Server Authentication.
a) Does the InputAccelServer support Windows Authentication for use with SQL
Server?
__________________________________________________________________
b) Why is the InputAccel login being created now and not prior to installing theInputAccel Database?
__________________________________________________________________
__________________________________________________________________
3.1.10. Enter trainingfor the Passwordand the Confirm passwordfields.
3.1.11. Uncheck the Enforce password policycheckbox. The other two checkboxes willautomatically uncheck and become disabled.
3.1.12. Select IADBfrom the Default databasedropdown list. This is the InputAccelDatabase that was created in the last task.
3.1.13. In the Select a pagepane (upper-left) select the User Mappingnode. A list ofdatabases and roles will appear.
3.1.14. Check the checkbox next to IADBand check the db_ownercheckbox in the
Database role membership for: IADB list.
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3.1.15. Now check the checkbox next to msdband check the db_ownercheckbox in the
Database role membership for: msdb list.
3.1.16. Click OKto complete creation of the ia_adminsecurity login. This is the loginaccount that will be used by the InputAccel Server to connect to SQL Server.
3.1.17. Close Microsoft SQL Server Management Studio Express.
3.2. Navigate back to the installation dialog and select Step 2 - Install the InputAccel Server.
3.3. Click Installto install any pending software requirements.
3.4. Click Continuewhen prompted to remove your USB port hardware key.
3.5. Click Next >at the welcome screen to continue the installation.
3.6. Select to accept the terms in the license agreement and click Continue.
3.7. Click Next >to perform a Typicalsetup.
3.8. In the InputAccel Service Accountswindow, ensure that the Specify a user accountoption
is selected and enter dmadminfor the Username, trainingfor the Password, and your
computer name for the Domain.
3.9. The checkbox to start the service automatically should be checked. Do not uncheck it.
3.10. Click Next >to continue.
3.11. The next step registers the server with the data access layer (the InputAccel Database).
Select (local)\SQL1for the Database server.
3.12. Enter ia_admin/trainingfor the Login ID/Password.
3.13. Click Next > to continue.
3.14. Review the information in the Ready to Install the Programwindow and click Installtoinstall the InputAccel Server.
3.15. Once complete, ensure that the checkbox to start the InputAccel Server service is checked
and click Next >.
3.16. Once the server has started, you will be prompted to re-insert the USB port hardware security
key. Because we are not using one, just click Finishto complete the installation.
Congratulations! You have successfully installed the InputAccel
Server!
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Task 4 - Install the InputAccel Web Components
4.1. From the list of installation choices in the InputAccel installer, select Step 3 - Install the
InputAccel Web Components.
4.2. Click Installto install any pending software prerequisites.
4.3. Click Next >at the welcome screen to continue the installation.
4.4. Select to accept the terms in the license agreementand click Continue.
4.5. You will only be installing the Administration Consolefor this course, so click Next >tocontinue and install it.
c) Under what circumstances would InputAccel Remoting be installed?
_______________________________________________________________________
d) Can the Administration Console and InputAccel Remoting be installed on the same
computer?
_______________________________________________________________________
4.6. Accept the default Destination Folderlocations and click Next >to continue.
4.7. When the Data Access Layer Registrationscreen appears, enter the same information you
entered in Task 3 above (during the IA Server install), and click Next >to continue.
4.8. For the InputAccel Web Site User Account, use dmadminas the Username, trainingas
the Password, and your computer name as the Domain. Click Next >to continue.
4.9. Next, the desired web site information (on the local computer) must be completed. Accept
the default information and click Next >.
4.10. Because the Default Web Site uses the port number that was entered on the previous screen(80), the installer is unable to use that port unless the default web site is stopped. Check the
checkbox to Stop the web siteand click Next >.
4.11. When ready, click Installto begin the installation.
4.12. Once the installation is complete, click Finishto return to the list of installation choices.
Congratulations! You have successfully installed the InputAccel
Web Components! In this lab, you only installed the
Administration Console.
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Task 5 - Use the administration console to activate the server
5.1. Start the administration console.
5.1.1. Using Internet Explorer, navigate to the URL of the administration console(http://localhost).
5.1.2. Once the logonscreen appears, enter dmadminfor the Username, trainingfor
the Password, and your computer name or a period (.) for the Domain.
5.1.3. Click Log On. Once successfully logged on, the Batch Traffic screen willappear. The screen that appears when logging on is called the Start Page. It can
be changed by clicking the Optionstab, selecting My Preferences, and choosing
a new Start Page. Do not change the start page at this time.
5.2. Select the Licensing / Securitytab.
5.3. Click the View Server Activationslink. The list of Server Activations is displayed. The
Stateof the current server should show as Not Activated.
5.4. Click the row containing the name of your server in order to highlight it. The Browsebutton below will become enabled.
5.5. Click the Browsebutton.
5.6. Navigate to C:\Student\IA Fundamentals\Lab 02, select the .caffile and click Open.
After several seconds, the file name will disappear from the text box labeled Install
activation fileand the properties of the server activation will change.
Do not click the Activate Server button or click the server activation link during this lab
exercise
e) What is the State of the server now?
__________________________________________________________________________
Congratulations! You have successfully activated the server.
Task 6 - Use the administ ration console to import a license file
6.1.
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6.2. In the administration console, click the Licensing / Securitytab and then click View
License Codes. Alternatively, you can click the License Codeslink in the lower left corner
of the browser, assuming you did not navigate away from the server activations page from
the last task.
6.3. Click the Import Licensebutton to begin the import of a new license file.
6.4. Click the Browsebutton, and if necessary, navigate to C:\Student\IA Fundamentals\
Lab 02.
6.5. Select the .licfile and click Open. The list of licenses contained in the file will be displayedin the window. Pay particular attention to the upper-right corner of the license listing. You
will see that there are links for paging through the list of licenses.
6.6. Click OKto complete the license import. If you were to navigate away from this page prior
to clicking OK, then the import would not succeed. You should now be back at the licenselisting and buttons for importing, deleting, and adding should appear at the bottom.
6.7. Log out of the Administration console and close the browser.
Congratulations! You have successfully imported a license file.
Task 7 - Install the InputAccel Client Modules
7.1. The last thing that you will install in this lab exercise are the client components or modules.
Switch back to the InputAccel installer. Click Step 4 - Install the InputAccel Client
Componentsfrom the list of installation choices.
7.2. At the welcome screen, click Next >to continue.
7.3. Select to accept the terms in the license agreementand click Continue.
7.4. Choose a Completeinstallation and click Next >.
7.5. A list of client modules that cannot be installed due to missing requirements will be
displayed. Click Next > to continue.
7.6. A list of client modules that require third-party software in order to be used will now be
displayed. Click Next >to continue.
7.7. Click Next >to accept the default Destination Folderlocation.
7.8. Enter dmadmin/trainingfor the Username/Passwordfields and your computer name for
the Domain. Leave the default checkbox selections and click Next >.
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7.9. The InputAccel Server ConnectionInformationscreen will appear. Ensure the Server
nameis set to your computer name, the Server portis set to 10099, the Try to contact this
server during installationcheckbox is checked, and click Next >.
7.10. If the installer is able to connect to the server, a success message will be displayed. Click
Next >to continue.
7.11. When prompted for Scanner Selection, check the checkbox labeled Do not install a
scanner driver at this timeand click Next >to continue. By not installing a scanner driver,
the ScanPlus client module will only be able to import files when creating batches.
7.12. Review the installation list and click Installto begin the installation.
7.13. Once the installation is complete, click Finishto return to the list of installation choices.
7.14. Click Exitto exit the installation choices screen.
7.15. Finally, click Exitto exit the main installation screen.
Congratulations! You have successfully installed the InputAccel
Client Components! In the next lab exercise, you will license the
server.
Solutions:
a) No. InputAccel only supports SQL Server Authentication.
b) The InputAccel SQL Server administration login is being created now because the IADBdatabase was not created earlier and it is one of the two databases to which the login will
have db_owner access. The login could have been created at an earlier time, but it would
need to be modified after creating the IADB database.
c) IA Remoting would be installed whenever there will be remote clients. In this context,remote clients refers to any clients that will access the IA server outside of the firewall.
These are typically client modules that are deployed using ClickOnce.
d) No. The Administration Console and the IA Remoting server must be installed on separatecomputers.
e) Initial grace period.
End of Lab
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Module 3
InputAccel Overview
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Module Objectives
Describe the Captiva InputAccel Solution
Define the Captiva InputAccel Architecture
Define Captiva InputAccel Terminology Use an process to become familiar with batch processing
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What is InputAccel?
Captiva InputAccel is a document capture solution
- Captures images and data
- Indexes data
- Exports information to a local or networked hard drive, or tosome back-end system
The InputAccel solution consists of four main components
- Database
- Server
- Client Modules
- Processes
InputAccel Overview
Processes and Batches
Captiva InputAccel modules perform all of the work involved with capturing, indexing, andexporting. These three operations consist of many modules. For example, one module mightscan a document, while another module might perform image quality assurance, or imagecorrection. These three modules would all be considered capture modules.
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InputAccel Components (1 of 2)
Database
- Microsoft SQL Server database
- Stores configuration information, license codes, logging rules,and information related to processing
Server- Open integration platform that manages and controls the document
capture process
- Workload balancing, queue manager
- Ensures reliability and scalability
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InputAccel Components (2 of 2)
Client modules- A set of plugins that perform specific tasks and can run on any
number of machines
- Image capture, data capture, and export
Processes- Tie Server and client modules together
- Determine modules used and their order of execution
- Determine how each module needs to process a task
- Define what to do with the data generated by each module
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Component Diagram
RescanPlus
MultiDirectory
Watch
Universal
ESS
ODBC
Custom
Export
ScanPlus
InputAccel Server
Import Data Capture ExportImageEnhancement/Quality
check
Image
Enhance
Key From Image
OCR
IndexPlusImage
QA
Data extraction
PDF/text
Prime OCR
Utilities and
Exception
Handling
CopyTimer Spawn Multi Admi nist ratorReScanPlusExcel
Graph
Values to
XML
IQA/
IndexPlus
FW/
Enhance
FW/
Completion
FW/Recog
FW/ FormID
FW/IPP
NuanceOCR
InputAccel Database
Import
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InputAccelArchitecture
InputAccel is a client/server application
Modules use a TCP/IP connection for connecting to the server
The Server maintains state information for each connection
Scanner Client
Workstations
InputAccel ServerInputAccel
Database
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InputAccel Server Overview
Windows-based service or application
Communicates with InputAccel client modules using TCP/IP
Manages the sequencing of pages through the capture process Balances the system workload across available resources
Serves as a temporary repository for image and data files
Provides centralized status reporting
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InputAccel Module Overview
Performs a specific function
- Scanning, indexing, exporting, image enhancement, etc.
Connects via TCP/IP
Routes work asynchronously to clients from server
Client load is balanced by the server
Modules available through EMC or technology partners
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Module Categories
Most modules fall into one of three categories
- Image capture
- Data capture
- Image and data export
Other types of modules
- Administration console
- Development of processes or extensions to modules
- Utility modules
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Purpose of Data Capture Modules
Automatically capture data
- Bar code
- Optical Character Recognition (OCR)
- Optical Mark Recognition (OMR)
- Intelligent Character Recognition (ICR) Also known as hand writing recognition
- Page and form identification
Manually capture data
Convert file types
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