Migrating Datacap applications from 8.1 to 9.0 or later

You can migrate v8.1 applications by copying them to a Datacap 9.0 or later server in a new environment. Version 8.1 applications with Datacap Web Client (formerly known as Taskmaster Web Client) and Rulerunner tasks only will work in Datacap Version 9.0 or later without further configuration. Version 8.1 applications with DotScan and DotEdit tasks require adjustments to task settings.

To migrate an application from 8.1 to 9.0 or later:

1. Copy the application that you want to migrate to the Datacap 9.0 or later computer by using the Datacap Application Copy Tool.
   1. Ensure that the Datacap 9.0 or later system has access to the computer on which the 8.1 application and its databases reside.
   2. Ensure that the processing of all batches is complete before you migrate the application.
   3. Create new, empty databases for administration, engine, and fingerprint.

      If you are using DB2® , Oracle, or Microsoft SQL Server, create new 9.0 or later databases by using the creation scripts for each database type (administration, engine, fingerprint). The creation scripts are in the C:\Datacap\support\DBScript directory. If custom columns were added to the tmbatch table in the 8.1 database, add them to the creation scripts for 9.0.

      If you are using Microsoft Access, complete these steps to migrate the databases to 9.0 or later.

      1. On the Datacap 9.0 or later computer, ensure that the FormTemplate application was not used to create batches or customized. Then, copy FormTemplateAdm.mdb, FormTemplateEng.mdb, and FormTemplateFingerprint.mdb from C:\Datacap\Templates\FormTemplate to a temporary folder.
      2. Rename the three databases Adm, Eng, Fingerprint in the temporary directory to the name of the application that you are converting. For example, if the application name is MyApp, rename the three databases to MyAppAdm.mdb, MyAppEng.mdb, and MyAppFingerprint.mdb.
      3. If you customized any of the Version 8.1 databases, you must add any custom columns to the Version 9.0 or later databases.
   4. Click Start > IBM Datacap Services > Datacap Application Manager. On the Service tab in the Path to the application management file field, specify the path to the datacap.xml file in the 8.1 environment.
   5. Click Start > IBM Datacap Developer Tools > Datacap Application Copy Tool and specify the following settings.
      • In the Copy from area on the left, select the 8.1 application to copy. The path to the Application files and the connection strings for the Administration and Fingerprint databases are populated.
      • In the Copy to area on the right, select Copy to portable data files, leave the Document Hierarchy and Rules options selected, set the Application files path to a folder that does not exist (the tool will create the folder), and leave the database settings empty.

      Then, click OK to run the Datacap Application Copy Tool, and click OK on the confirmation message that says "Do you want to replace or update the 'application_files_path' application?"
      The application folder will be created. In the Copy to area, if you specified a folder that already exists, the copy fails and you must run the tool again.
   6. Start Datacap Application Manager. On the Service tab in the Path to the application management file field, specify the path to the datacap.xml file in the Version 9.0 or later environment.
   7. In the Datacap Application Copy Tool, specify the following settings.
      • In the Copy from area on the left, select Copy from portable data files and specify the temporary application folder in the Application files folder.
      • In the Copy to area on the right, select Add new application and set the path to a folder that does not exist (the tool will create this folder), leave the Document Hierarchy and Rules options selected, and specify connection strings for the administration and fingerprint databases. Leave the engine database setting empty unless you need to transfer existing batches to the migrated application. In this case, you should select the Clear Engine database option and specify the connection string for the engine database. If you are using Microsoft Access, you should specify the renamed FormTemplate databases in the temporary folder.

      Then, click OK to run the Datacap Application Copy Tool to copy the application files and database contents to the folder and databases of the migrated application.
2. Configure environment settings by using Datacap Application Manager.
   1. Click Start > IBM Datacap Services > Datacap Application Manager.
   2. In the left pane, select the application that you want to update.
   3. In the right pane, update settings on the Main tab and ensure that any settings on the Custom values tab are correct for the Datacap 9.0 target environment.

      If you are using Microsoft Access, the application configuration now points to the renamed and updated FormTemplate databases in the temporary folder. You should move these databases to the folder of the migrated application and update the connection strings in Datacap Application Manager.

      If you are using repositories or additional databases such as the lookup and export databases, configure the repositories or databases in the migrated environment. Use the same instances, or create new instances to avoid interfering with the 8.1 environment. Then, update settings in Datacap Application Manager.

3. Load the application in Datacap Studio and correct any action or rule errors.
   1. Click Start > IBM Datacap Developer Tools > Datacap Studio.
   2. Select the application that you want to update, click Next, and log on.
   3. Correct any errors that are displayed such as warning messages or action errors that are highlighted in red in the Ruleset window.
4. Update settings for all tasks that were configured for DotScan, DotEdit, or the multiple program option in Datacap 8.1. Using Datacap Web Client or Datacap Navigator administration view, go to Workflows, select the task, and click Settings. Verify or modify settings as required, then save.
5. Optional: Port Datacap Web Client tasks in the application to Datacap Navigator. You must configure task settings for Datacap Web Client tasks to work in Datacap Navigator. Some Datacap Web Client tasks port directly to Datacap Navigator. For example, rScan corresponds to Scan, and Verifine corresponds to Verify. However, other Datacap Web Client tasks (such as ProtoID, ImageEnter, and averify) do not have direct equivalents in Datacap Navigator. If you need to port a customized task from Taskmaster Web to Datacap Navigator, contact IBM® Professional Services for assistance.
   
   To port simple Datacap Web Client tasks to Datacap Navigator:
   1. Ensure that the Datacap Navigator plug-in is deployed and a repository is created for the application. For instructions, see Installing and configuring Datacap Navigator
   2. Open the Datacap Navigator administration view by using the following URL:

      http://server:port/navigator/?desktop=dcadmin

   3. In the left pane, click Workflows. In the right pane, select a workflow and click Edit. Then, create a job and tasks that correspond to your tasks in Datacap Web Client. Select appropriate program options for Datacap Navigator tasks as follows:

      Datacap Navigator task	Program option
      Scan	Scan.js
      Upload	Upload.js
      Verify	Multiple
      Fixup	Multiple

   4. On the Task > Advanced tab, scroll down to the Datacap Navigator area and specify Web Program options for Verify and Fixup tasks as follows:

      Datacap Navigator task	Web Program option on the Advanced tab
      Verify	Verify.js
      Fixup	Classify.js

   5. In the left pane, click Shortcuts. Create shortcuts for Datacap Navigator tasks.