Configuring Datacap databases

The Datacap applications can use DB2® , Microsoft SQL Server, or Oracle databases to store workflow definitions, security parameters, processing information, and fingerprints.

Datacap is installed with sample applications and templates that use Microsoft Access for their application databases. Microsoft Access is sufficient for a test environment on a single-machine installation and requires no configuration by the user. However, Microsoft Access is not supported in a Datacap production environment.

You can configure the following Datacap application databases to use DB2 , Microsoft SQL Server, or Oracle:
Administration database
Contains definitions of the workflows, jobs, and tasks in the application. Also contains the security parameters for the users, user groups, stations, and job-task shortcut icons in the application.
Engine database
Stores current and historical processing information for each batch of documents and its contents.
Fingerprint database
Manages the fingerprints of the application if you are using matching fingerprints to identify and align forms for the application.
Note: For the Admin, Engine, and Fingerprint databases, when connecting to an Access database, use Microsoft Access (Jet). If Microsoft Access (Jet) interface is not used, then the applications might go through connection issues. Microsoft Access (ACE) interface is generally used with a specific type of databases such as LookupDB, and not recommended to connect with Admin, Engine, or Fingerprint databases.

Lookup and other application-specific databases that do database tasks for the Datacap applications can also be configured to use DB2 , Microsoft SQL Server, or Oracle.

The following information describes how to define the database structure, populate the database, move the database, and configure the application to use the database. This information does not describe how to do lookups or export to the database.

Prerequisites

Before you can configure a DB2 , SQL Server, or Oracle database for a Datacap application, you must have access to the database. A Database Administrator must initially create each DB2 , SQL Server, or Oracle database and grant appropriate access rights.

For SQL Server, if you want to create an isolated test environment, you can use Microsoft SQL Server Express, which you download from the Microsoft website.

For Oracle, the Oracle client must be installed on any computers that communicate directly with an Oracle database. You must install the appropriate third-party drivers or software (for example, Oracle connectivity software) on the computer where a Datacap component needs to communicate with the database. For example, the third-party drivers or connectivity software must be installed on:
  • The machine where Datacap Server is installed.
  • The machine where Rulerunner is installed, if an application calls actions that performs lookups to these databases.
  • Other machines running the client software if the clients perform lookups or other queries to the database.
The computers on which you run the clients that connect to the Fingerprint database or Oracle, or run rules that make SQL calls to any Oracle database, such as for lookups, require the Oracle client and DB2 client installed. These clients include Datacap Desktop, Datacap FastDoc, Rulerunner, and Datacap Web Client. When you are using the Application Copy Tool, that computer must have the Oracle client that is installed and connectivity to any source or destination Oracle database.
For DB2 , the DB2 client must be installed on any computers that communicate directly with a DB2 database. You must install the appropriate third-party drivers or software (for example, DB2 connectivity software) on the computer where a Datacap component needs to communicate with the database. For example, the third-party drivers or connectivity software must be installed on:
  • The machine where Datacap Server is installed.
  • The machine where Rulerunner is installed, if an application calls actions that performs lookups to these databases.
  • Other machines running the client software if the clients perform lookups or other queries to the database.
The computers on which you run the clients that connect to the Fingerprint database or DB2 , or run rules that make SQL calls to any DB2 database, such as for lookups, require the DB2 client installed. These clients include Datacap Desktop, Datacap FastDoc, Rulerunner, and Datacap Web Client. When you are using the Application Copy Tool, that computer must have the DB2 client that is installed and connectivity to any source or destination DB2 database.