Migrating Datacap applications from 8.0.1 to 9.0 or later

If you want to use applications that were created in the 8.0.1 release of Datacap in version 9.0 or later, use the Application Wizard to convert these applications to work with the 9.0 (or later) release of Datacap.

Procedure

To migrate an application from 8.0.1 to 9.0 or later:

  1. Run the Datacap 9.0 or later installation program on the 8.0.1 or 8.1.0 computer to upgrade Datacap.
  2. Copy the entire folder of the application that you want to convert to the \Datacap folder on the Datacap 9.0 or later computer.
  3. On the Datacap 9.0 or later computer, open datacap.xml and add the name of the application that you want to update. For example, if the application name is MyApp, copy the MyApp folder to \Datacap.
  4. If you are using DB2®, Oracle, or Microsoft SQL Server, create a new database by using the creation scripts for each database type (administration, engine, fingerprint).
    Attention: The creation scripts are in the C:\Datacap\support folder.
  5. If you are using a Microsoft Access database, complete these steps.
    1. On the Datacap 9.0 or later computer, copy FormTemplateAdm.mdb, FormTemplateEng.mdb, and FormTemplateFingerprint.mdb from C:\Datacap\Templates\FormTemplate to a temporary folder. The databases that you are copying are blank, but they contain the Datacap 9.0 or later database table formats. If the existing batches of documents are not needed in the converted application, you can use a blank Engine database. If you need the batches of documents, complete the batches before you convert the application.
    2. Rename the three databases Adm, Eng, Fingerprint in the temporary folder to the name of the application that you are converting. For example, if the application name is MyApp, rename the three databases to MyAppAdm.mdb, MyAppEng.mdb, and MyAppFingerprint.mdb
    3. If you customized any of the version 8.0.1 databases, you must add any custom columns and new columns from the 8.0.1 databases to the 9.0 or later databases.
      Important:
      • The custom column is located in the Engine database and the tmbatch table.
      • Ensure that the column names that you are adding to the Version 9.0 or later databases match the column names in the 8.0.1 databases.
  6. Start Datacap Studio on your workstation by clicking Start > IBM Datacap Developer Tools > Datacap Studio.
  7. In the Datacap Studio startup dialog that prompts you to select an application, click Close.
  8. In Datacap Studio, click the Datacap application wizard icon.
  9. In the Application Wizard Overview window, click Next.
  10. Select Convert an 8.0.1 application to 9.0 format.
  11. In the Source Application window, select the application that you want to convert.
  12. In the 9.0 Target Databases dialog, enter the database information that your updated application must use.
    • If you are using a Microsoft Access database, browse to the temporary folder where you copied the databases and select the three databases.
    • If you are using a DB2 database, enter the service name of the DB2 source database. If the user ID that created the database tables is different from the user ID in the connection string, you must also specify the user ID that created the database tables as the schema. To specify the correct schema, use the user ID in the connection string. Use CurrentSchema=user ID that created the tables.
    Important: You must enter information for each of the databases: Administration, Engine, and Fingerprint. Click the corresponding tab to enter database information.
    Note:
    When you upgrade a custom Datacap application from V8.0.1 to V9.0 or later, if the Datacap application wizard fails to upgrade the application, complete the following steps to resolve this issue:
    1. Open the application app file. The app file is at C:\Datacap\application\application.app
    2. Copy the following V8.0.1 plain connection string in the application.app file: 
      PROVIDER=MSACCESS;DSN=C:\Datacap\application\applicationAdm.mdb;
      For example, copy the 
      PROVIDER=MSACCESS;DSN=C:\Datacap\application\applicationAdm.mdb;
      string in the attribute that has attribute value as tmadmin.
    3. Similarly, update the following attribute values by adding corresponding plain strings:
      • tmengine
      • fingerprintconn
    4. Save and close the app file.
    5. Open the Datacap application wizard.
    6. Select Convert an 8.0.1 application to 9.0 or later, and click Next.
    7. Select the custom application, and select Next.
    8. Browse to the Administration, Engine, and Fingerprint databases connection strings, and then click Next. The Application wizard completes the migration.
      When the plain text connection strings are set manually while running the wizard, the string in the app file gets modified as:
      Provider=Microsoft.Jet.OLEDB.4.0;Data Source=[path/]\applicationEng.mdb;
  13. Click Next and then Finish. The Application wizard displays a message to indicate a successful update, and whether you must review the Application wizard log for any errors or warnings. The log file is in C:\Datacap\application name\appwiz_convert.log.
    Important: During the conversion of your application, Datacap makes the following modifications.
    • Tasks that were previously mapped to use prelayout.aspx are now mapped to use verifine.aspx.
    • Tasks that previously used project files are configured through the task setup window. You access task setup by selecting the task on the Workflow page of the Administrator tab in the Datacap Web Client, and clicking Setup.
    • The databases in the temporary folder are merged with the databases in the application folder. The databases in the temporary folder now contain the 8.0.1 application data in the 9.0 tables.
  14. If you are using a Microsoft Access database, copy the three databases in the temporary folder to the application folder and select Yes, overwrite existing files at the prompt. For example, the application folder C:\Datacap\MyApp
  15. Select Start > IBM Datacap Services > Datacap Application Manager to start Datacap Application Manager and confirm that the three databases are pointing to the correct data source.
  16. If necessary, change the path to the correct data source and restart the Datacap Server Manager on the Service tab of the Datacap Application Manager.
  17. Restart Datacap Studio, log on to the application that you converted, and confirm that you can connect to the Administration and Engine databases.
  18. 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.
    3. Correct any errors that are displayed such as warning messages or action errors that are highlighted in red in the Ruleset window.
  19. Update settings for all tasks that were configured for DotScan, DotEdit, or the multiple program option in Datacap 8.0.1. Using Datacap Web Client or Datacap Navigator administration view, go to Workflows, select the task, and click Settings. Verify or modify settings as required, then save.
  20. Optional: Port Datacap Web Client tasks in the application to Datacap Navigator. You must configure task settings for Datacap Web Client tasks to work in Datacap Navigator. Some Datacap Web Client tasks port directly to Datacap Navigator. For example, rScan corresponds to Scan, and Verifine corresponds to Verify. However, other Datacap Web Client tasks (such as ProtoID, ImageEnter, and averify) do not have direct equivalents in Datacap Navigator. If you need to port a customized task from Taskmaster Web to Datacap Navigator, contact IBM® Professional Services for assistance.
    To port simple Datacap Web Client tasks to Datacap Navigator:
    1. Ensure that the Datacap Navigator plug-in is deployed and a repository is created for the application. For instructions, see Installing and configuring Datacap Navigator
    2. Open the Datacap Navigator administration view by using the following URL: 
      http://server:port/navigator/?desktop=dcadmin
    3. In the left pane, click Workflows. Create a workflow with jobs and tasks that correspond to your tasks in Datacap Web Client. Select appropriate program options for Datacap Navigator tasks as follows:
      Datacap Navigator task Program option
      Scan scan.js
      Upload upload.js
      Verify verify.js
      Fixup classify.js
    4. In the left pane, click Shortcuts. Create shortcuts for Datacap Navigator tasks.