Upgrading Datacap from V9.0 to V9.0.1

You can upgrade the Datacap software to V9.0.1 if you currently have V9.0 installed.

To upgrade Datacap applications from V9.0 to V9.0.1:

1. If you already installed Datacap V9.0.1 without first uninstalling Datacap V9.0, see Repairing a Datacap V9.0.1 installation. Otherwise, follow these steps:
   1. Back up your Datacap application folders.
   2. If you modified any of the standard Datacap applications, make a backup of those folders also.
   3. On each computer that you are upgrading, uninstall Datacap V9.0. (Uninstalling Datacap V9.0 preserves the files that you added or modified).
   4. Install Datacap V9.0.1.
2. If you modified any of the standard applications in Datacap V9.0 such as the Accounts Payable application, you might want to preserve those changes. To do so, restore those application folders from the backups that you made in step 1.
3. If your application uses DB2, SQL Server, or Oracle databases, update the database schemas to Datacap V9.0.1 "in place" (without removing an existing older version):

   DB2	Create full backups of the Admin, Engine, and Fingerprint database tables. Start IBM Data Studio. Connect to the application's databases. Execute the following scripts in the \Datacap\support\DBScript\ folder: DB2_Adm_Upd901.sql DB2_Eng_Upd901.sql DB2_FP_Upd901.sql
   SQL Server	Create full backups of the Admin, Engine, and Fingerprint database tables. Start SQL Server Management Studio. Connect to the application's databases. Execute the following scripts in the \Datacap\support\DBScript\ folder: SQL_Adm_Upd901.sql SQL_Eng_Upd901.sql SQL_FP_Upd901.sql
   Oracle	Create full backups of the Admin, Engine, and Fingerprint database tables. Start SQL Plus or SQL Developer. Connect to the application's databases. Execute the following scripts in the \Datacap\support\DBScript\ folder: Oracle_Adm_Upd901.sql Oracle_Eng_Upd901.sql Oracle_FP_Upd901.sql

4. If your application uses Microsoft Access databases, see Updating Microsoft Access database schemas from Datacap V9.0 to V9.0.1.
5. If your application contains any of the following rulesets, manually copy the updated versions from the \Datacap\rrs folder to your application's Rules folder:

   Ruleset	File to copy
   Populate Fields Using Keywords	Populate_Fields_Using_Keywords.Rul.dll
   ExportToBoxRul	ExportToBoxRul.dll
   ImportFromBoxRul	ImportFromBoxRul.dll
   RecognizePagesAndFieldsRul	RecognizePagesAndFieldsRul.dll

   For example, your application’s Rules folder might be \Datacap\TravelDocs\dco_TravelDocs\Rules\.

6. You might want to add statistics collection to an existing application from Datacap V9.0. Adding statistics collections is necessary to support the Dashboard feature for Datacap Navigator, count processed checks, and for other purposes. To add statistics collection, do the following steps:
   1. Copy the files Profile Statistics.rule and Export Statistics.rule to \Datacap\RRS.
   2. Use FastDoc to drag the Profile Statistics and Export Statistics rulesets to your application. For example, manually copy \Datacap\Templates\FormTemplate\dco_FormTemplate\rules\ProfileStatistics.rule to \Datacap\RRS, and then use FastDoc to copy that ruleset to your application.
7. 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 to the application.
   3. Correct any errors that are displayed such as warning messages or action errors that are highlighted in red in the Ruleset window.
8. To use new Datacap Navigator features, re-enter task settings for the following task programs:
   • Scan.js
   • Classify.js
   • Verify.js
   • Multiple
   The following steps are required for each task that uses these Datacap Navigator task settings. If a task is used in more than one job, you need to re-enter task settings for one job only. To re-enter task settings:
   1. Open the Datacap Administration View. In a browser, enter a URL with the following format:

      http://host_name:port_number/context_root/?desktop=dcadmin.

      By default, the context root is navigator.

   2. In the left pane, click Workflows.
   3. In the right pane, select a workflow and click Edit.
   4. Click the Jobs tab, select a job, and click Edit.
   5. Click the Tasks tab, select a task, and click Edit.
   6. On the Task page, click the Advanced tab. Make a note of all task settings.
   7. Click the General tab and change the Program to Rulerunner. For example, if Program is set to scan.js, select Rulerunner from the drop-down list.
   8. Click Save to reset all task settings.
   9. Change Program back to the original setting. For example, change it back to scan.js.
   10. Click the Advanced tab.
   11. Re-enter the task settings that you noted in step f.
   12. Click Save.
9. If your application contains customized screen panels for Datacap Desktop, you must rebuild them with the updated SDK for V9.0.1. See Rebuilding customized screen panels for Datacap Desktop V9.0.1.