Installation methods

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The installation plan for Datacap depends on whether you are upgrading from an earlier version, and whether you are installing to the default location on the machine, C:\Datacap.

You cannot install Datacap 9.0.1 on a machine on which any earlier versions of Datacap are installed. You can upgrade from an earlier version of Datacap, which involves installing Datacap 9.0.1 on machines that have no Datacap components, folders, registry keys, or websites already installed. Then, convert and migrate your applications from the earlier version to Datacap 9.0.1. For more information, see Migrating from previous releases Migrating from previous releases.

Although the installation package can be located anywhere (for example, on an accessible network drive or in a CD/DVD drive), the destination of the installed software must be on a physical hard disk drive of the machine from which you run Setup.exe.

You must install Datacap with all the required features. If you have a Datacap system with a limited set of features, then the installation of one or more new Datacap features on the same system might result in an installation error (error code 1334).

For example, if a system has only Taskmaster Client installed, then trying to install RuleRunner on the same system later might result in installation failure with error 1334.

The only characters that can be used in the Datacap 9.0.1 installation path are the alphanumeric (a-z, A-Z, 0-9), underscore (_), backslash (\), and colon (:) characters from the US ASCII character set. Other characters cause the installation process to fail.

You install Datacap to C:\Datacap by using the installation wizard.
Note: Applications are typically run from the directory where you installed the software, but it is not a requirement. For example, you might run your programs for testing from a C:\Test\ directory. However, if you try to change the setup program for an application that is in a directory other than where you installed the Datacap software, the *.set files are not found when you change the setup program. An error occurs in the Datacap Web Client, such as Unable to locate ProgramSet file 'rulerunner.exe.set.xml' at 'C:\Test\ProgramSet\Rulerunner.exe.set.xml. You can avoid this problem by copying the ProgramSet directory from the installation location to the directory that contains the application.

When you configure Datacap on a single workstation or in a client/server environment, your Windows user account must have administrator rights on the workstation.

Installing and configuring on a single workstation
You can install, configure, and run Datacap components on a single Microsoft Windows workstation. This configuration uses the Datacap TravelDocs sample application as the example so you can see it process batches of sample documents. Your Windows user account must have administrator rights on the workstation.
Installing and configuring in a client/server environment
You can install, configure, and run Datacap server and client components in a client/server environment. You can use the sample TravelDocs application to see how Datacap processes batches of sample documents. Your Windows user account must have administrator rights on every machine on which you install Datacap. For a checklist of the account and configuration settings, see Client/server installation checklist.

For information on how to obtain detailed hardware and operating system requirement reports for Datacap software, see: System requirements.

Deploying Datacap servers and clients over WAN

Remote users that access Datacap over a wide area network (WAN) can use any of the following options:
  • Thin clients based on Taskmaster Web
  • Thin clients based on Datacap Navigator
  • FastDoc Capture operating in offline mode
The Datacap thick clients (such as DotScan, DotEdit, or DcDesktop) and utilities (NENU, Fingerprint Maintenance Tool) require LAN communication speeds and low latency for responsive performance.

Connect all the Datacap Taskmaster Servers, Datacap Navigator servers, Rulerunner Servers, Web Servers, file servers, and databases to a single high performance LAN for best results. Network delays between Taskmaster Server, shared files and databases cause degraded performance of Job Monitor and data intensive operations.

Some customers successfully operate Datacap thick clients in remote sites using Citrix or other remote access technology. IBM has not tested or sought certification with Citrix, and does not provide support for Citrix. If you deploy Datacap clients on Citrix and encounter issues, IBM might require you to reproduce the issues outside of Citrix as part of the investigation.

For more information about deployment recommendations and diagrams, see the IBM Redbook Implementing Imaging Solutions with IBM Production Imaging Edition and IBM Datacap Capture, section 2.5.