Configuring scanning in IBM Case Manager

You can configure IBM® Case Manager to enable scanning. Optionally, you can also enable automatic data capture.

Before you begin

Ensure that Datacap is configured for transactional capture. For instructions, see Configuring Datacap for transactional capture.

About this task

The following sample configuration adds an option called Add Document from Scanner to the Add button in Case Manager Client. Case workers can select the scan option among the other options for adding documents.

Procedure

To configure scanning in IBM Case Manager:

  1. Optional: Configure your IBM Case Manager repository for automatic data capture. When configured, data captured from scanned documents populates document fields in the field entry panel. Document classes must have properties that are mapped to page level fields in the Datacap application setup DCO. For example, you can configure an IBM FileNet® Content Manager repository for automatic data capture with the TravelDocs sample Datacap application. The TravelDocs setup DCO contains a Car_Rental document type, and a Pickup_Date field that is in the Rental_Agreement page type. To configure the repository, create a Car_Rental document class in the repository, and create a Pickup_Date property for the Car_Rental document class.
    Important: Specify the string data type for properties in your repository.
  2. Log in to Case Manager Builder.
  3. On the Manage Solutions page, create a new solution or click Edit on the solution that you want to add transactional capture to.
  4. Optional: If you are configuring IBM Case Manager for automatic data capture, click the Properties tab, click Add PropertyReuse Property, and select all properties that you created for data capture.
  5. On the Pages tab, click the Open Page Designer icon for the Case Details page that is used for the solution.
  6. Click the Edit Settings icon for the Case Information widget.
  7. Select a location for the scan function. For example, you can add the scan function to the Add button menu on the Documents view toolbar. Click the Toolbars tab, click Add Menu Item, and select Scan Document from the list of actions.
  8. Enter a label for the menu item, such as Add Document from Scanner. Then, click OK.
  9. The menu item is added to the list. Click OK at the bottom of the Case Information window to save your changes.
  10. On the Page Designer page, click Save and then click Close to save your changes.
  11. On the solution page, click Save and Close.
  12. Click the Commit link on the solution.
  13. Click the Deploy link on the solution.
  14. Click Deploy in the Confirmation window, wait for the deployment to complete, log out of Case Manager Builder, and close the browser.
Parent topic: Transactional capture for IBM Content Navigator and IBM Case Manager