Configuring access to IBM Datacap from the IBM Content Navigator mobile app

Datacap document capture is available as a feature in the IBM® Content Navigator mobile app. You can use the Datacap document capture feature in the IBM Content Navigator mobile app to scan and process documents, photographs, and other items.

Before you begin

Ensure that the IBM Content Navigator server is configured to enable access from mobile devices.

Download and install the IBM Content Navigator mobile app for your device:
iOS Version 7.0 and later or 7.1 and later
IBM Content Navigator mobile app for iOS
Android Version 4.3 or 4.4
IBM Content Navigator mobile app for Android

About this task

To configure the Datacap feature in the IBM Content Navigator mobile app, you must install and configure Datacap Web Services. Then, you set up a profile to be used with IBM Content Navigator.

Procedure

To enable access to IBM Datacap on a mobile device:

  1. Configure Datacap Web Services and verify that the Datacap Web Services service page is displayed from the server and from a client.

    For IBM Datacap V8.1: Configure both Internet Information Services (IIS) and Datacap Web Services.

  2. In Datacap Web Client (V8.1) or Datacap Navigator (V9.0 or later), add or modify a job in the workflow:
    1. Create the first task and set the Mode to Batch creation.
    2. Set Program to Mobile.
  3. In Datacap Studio, define batch level fields for document properties to be entered on the mobile device. Then, add rules as needed to process these input document properties.
  4. In your database, create custom columns for any custom batch information to show in the batch monitor.
  5. In Datacap Studio, add rules to set values for the custom columns.
  6. In Datacap Studio, define the PageNames dictionary to list only specific page types. You can skip this step to list all page types that are defined in the application.
  7. If you use a FastDoc application, change the rules to process page types that are already set, not only Other, Main, and Trailing pages.
  8. Start the mobile IBM Content Navigator app.
  9. Configure a new Datacap connection in the mobile app:
    1. Enter a name for the connection, such as Datacap.
    2. Enter the Datacap Web Services URL, for example: http://your_datacap_server:port/.
    3. Enter the user name and password for the IBM Datacap application.
    4. Select an application and a profile.
    From the mobile app, if no profile is displayed, the IBM Datacap mobile job is not configured, or Datacap Web Services are not properly configured. Ensure that Datacap Web Services is properly configured and that the Datacap Web Services service page is displayed from the server and from a client.