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Version 8.0.1
GC19-3232-01
IBM Datacap Taskmaster Capture
Version 8.0.1
GC19-3232-01
Note
Before using this information and the product it supports, read the information in “Notices” on page 1.
This edition applies to version 8, release 0 of IBM Datacap Taskmaster (product number 5725-C15) and to all
subsequent releases and modifications until otherwise indicated in new editions.
© Datacap Inc. 1994, 2011
IBM Datacap Taskmaster Capture
Table of Contents
Chapter 1...................................................................................................... 7
Welcome .......................................................................................................................... 7
About this Guide.............................................................................................................. 7
Chapter 2...................................................................................................... 9
Introduction to IBM Datacap Taskmaster Capture 8.0.1 ............................................... 9
What is IBM Datacap Taskmaster Capture? .................................................................. 9
Overview of Taskmaster Architecture ............................................................................. 9
Overview of Taskmaster Components ........................................................................... 10
Locating Applications on a Network ............................................................................. 12
Chapter 3.................................................................................................... 13
Installation and Configuration Prerequisites ............................................................... 13
Configuration Assumptions ........................................................................................... 13
Taskmaster Client-Server Configuration ...................................................................... 13
Before You Begin........................................................................................................... 14
Make a Note of and Shut Down Taskmaster Software .................................................. 14
Backup and Uninstall Taskmaster Versions 7.1 and 7.1 SP1 ....................................... 15
Back Up Taskmaster Version 7.5, 7.5 SP1, 7.6, or 8.0 ................................................. 15
Ensure Domain/Windows Accounts Exist ..................................................................... 16
Ensure Scanner is Set Up and Works............................................................................ 16
Microsoft .NET Framework 3.5.1 ................................................................................. 17
Chapter 4.................................................................................................... 19
Install, Configure, and Run on Single Machine ............................................................ 19
Overview of Taskmaster Installation on Single Machine.............................................. 19
Installation Instructions for Single Machine................................................................. 20
Microsoft .NET Framework 3.5.1 ................................................................................. 20
Install Taskmaster Components on Single Machine ..................................................... 21
Using Taskmaster 1040EZ ............................................................................................ 23
Review Default Installation Results .............................................................................. 28
Taskmaster RV2............................................................................................................. 30
Taskmaster Web ............................................................................................................ 35
Chapter 5.................................................................................................... 53
Install, Configure, and Run on Client and Server......................................................... 53
Taskmaster Client-Server Configuration ...................................................................... 53
Overview of Taskmaster Installation on Client and Server .......................................... 54
Installation Instructions for Taskmaster Server............................................................ 56
Installation Instructions for Developer Workstation .................................................... 62
Copy APT Application to Taskmaster Server................................................................ 64
Complete Taskmaster Server Configuration ................................................................. 69
Run Taskmaster Client APT Application ...................................................................... 71
Review Default Installation Results .............................................................................. 82
Set Up Taskmaster APT to Process Your Invoice Images............................................. 84
APT Troubleshooting .................................................................................................... 86
Installation Instructions for User Workstation ............................................................. 88
Install and Configure Taskmaster RV2 ......................................................................... 93
Install and Configure Taskmaster Web ....................................................................... 108
Run Taskmaster Web Client APT Application ............................................................ 129
View RV2 Reports for Taskmaster Web APT .............................................................. 136
Install and Configure Rulerunner Quattro.................................................................. 137
Install and Configure Taskmaster Client Service ....................................................... 184
Run Datacap Studio Application................................................................................. 194
Install and Configure NENU....................................................................................... 195
Install and Configure Rulerunner as a Web Service................................................... 214
Configure Windows Authentication for Taskmaster ................................................... 231
Use the Fingerprint Maintenance Tool ....................................................................... 235
Chapter 1
Welcome
Welcome to IBM Datacap Taskmaster Capture 8.0.1 - and to the IBM Datacap Taskmaster
Capture 8.0.1 Installation and Configuration Guide.
This Guide provides you with the information you need to install and configure components of
IBM Datacap Taskmaster Capture in two configurations:
• Install, Configure, and Run on Single Machine
• Install, Configure, and Run on Client and Server
This Welcome chapter describes the contents of the IBM Datacap Taskmaster Capture 8.0.1
Installation and Configuration Guide.
NOTE
The most up to date version of this document is online at:
http://www.ibm.com/support/docview.wss?uid=swg27020850
Chapter 1: Welcome
Chapter 1 describes the contents of this Guide.
Chapter 2
And, spanning the center of the spectrum, are various hybrid configurations in which more two
or more Taskmaster component are installed on the same machine. You might, for example,
run Taskmaster Web, RV2, and Rulerunner running as a Web Service on the same web server.
Chapter 3
Configuration Assumptions
For information on hardware and operating system requirements for IBM Datacap Taskmaster
Capture software, see:
http://www.ibm.com/support/docview.wss?uid=swg27020397
To keep things simple, instructions are provided for two configurations:
• Chapter 4 Install, Configure, and Run on Single Machine - These instructions allow
you to install, configure, and run IBM Datacap Taskmaster Capture components on a
single Microsoft Windows 7 machine. This machine is referred to as the “Workstation.”
This configuration uses the Taskmaster 1040EZ sample application as the example so you
can see it process sample batches of documents. This information is provided to support
demonstration or proof of concept environments. The instructions assume your Windows
user account has administrator rights on the Workstation. For a checklist of the account
and configuration settings, see Appendix A: Single Machine Setup Checklist.
• Chapter 5 Install, Configure, and Run on Client and Server - These instructions allow
you to install, configure, and run IBM Datacap Taskmaster Capture 8.0.1 server and client
components in a client-server environment for proof of concept, development, or test
purposes. It includes instructions that guide you through setting up and running
Taskmaster software components "out of the box" and uses the separately licensed IBM
Datacap Taskmaster Accounts Payable Capture application as the example so you can see
it process sample batches of documents. The instructions assume your Windows user
account has administrator rights on every machine on which you will install Taskmaster.
For a checklist of the account and configuration settings, see Appendix B: Client-Server
Setup Checklist.
WARNING
Uninstalling Taskmaster version 7.1 or version 7.1 SP1 must be performed using the
Windows Add or Remove Programs tool in a specific sequence:
1 Uninstall Datacap Taskmaster
2 Reboot the machine
3 Uninstall Datacap CD
1 Before you begin, ensure you have shut down all software (in addition to the
Taskmaster software) on the machine.
2 Copy the entire shared Datacap folder, including your application’s process folder, to a
backup location.
3 From the Windows Start menu, select Settings, select Control Panel, and double-click
Add or Remove Programs. When the Add or Remove Programs window opens, scroll
down and select Datacap Taskmaster.
4 Click Change/Remove. The Preparing to Install window is displayed, followed by the
Welcome window.
5 Select the Remove option, then click Next. A Confirm Uninstall message box is
displayed.
6 Click OK. The message box closes and the Setup Status window displays a progress
bar for various removal and unregistration activities, followed by the InstallShield
Wizard Complete window. The Yes I want to restart my computer now option is
selected.
7 Click Finish. The window closes, and the machine reboots.
8 When the machine has restarted, log on again.
9 From the Windows Start menu, select Settings, select Control Panel, and double-click
Add or Remove Programs. When the Add or Remove Programs window opens, scroll
down and select Datacap CD.
10 Click Change/Remove. A message box prompts you to confirm you want to remove
Datacap from your computer.
11 Click Yes. The message box is closes and the Setup Status window displays a progress
bar for various removal and unregistration activities, followed by a message box
confirming that Datacap has been uninstalled successfully.
IBM Datacap Taskmaster Capture 8.0.1 (as the 8.0.1 installation process will uninstall it
automatically). However, you should copy the entire shared Datacap folder, including your
application’s process folder, to a backup location. If your databases or batches folders, or any
other Taskmaster components are located separately, make a backup copy of every component.
This ensures you have a backup copy of your customized applications and all separately
purchased Datacap options.
IMPORTANT
In a client-server environment, all users, implementation/development personnel, services,
and processes must log on using the Domain/Windows accounts set up for Taskmaster.
Logging onto a machine using a local account rather than a Domain/Windows account
results in unexpected Taskmaster system behavior.
using any image capture software product. If you cannot scan documents outside of IBM
Datacap Taskmaster Capture, you will not be able to scan documents using Taskmaster.
Note: A physical scanner is not required for running the IBM Datacap Taskmaster Capture
separately licensed or sample applications, as those applications can process the prescanned,
sample images included during installation.
Chapter 4
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install IBM Datacap Taskmaster Capture components on separate machines in a
client/server environment, see Chapter 5 Install, Configure, and Run on Client and
Server.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, on the CD in the Workstation's CD/DVD drive), the
destination of the installed software must be on a physical hard drive of the machine
from which you run the Setup.exe.
Your initial Taskmaster software installation must be into the C:\Datacap folder on the
Workstation. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
These instructions apply to Windows 7.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the Workstation’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
When UAC is on, the User Account Control window opens. Click Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Expand the Taskmaster Client software component and include the separately licensed
applications for which you have a license, then expand the Connectors software
component and include the connectors for which you have a license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
1 From the Workstation's Windows Start menu, select All Programs, select Datacap,
select Taskmaster Server, and click Taskmaster Server Manager.
When UAC is on, the User Account Control window opens. Click Yes.
The Taskmaster Server Manager window opens.
2 When the Status:
Shows as Running, continue with the next step.
Shows as Stopped, click Start. A Starting Service message is displayed. The Status
changes to Running when the service is started.
3 Close the Taskmaster Server Manager window.
2 The following table describes some of the things you can do on the Verify window:
To Do This
Move to next field Press <F10>
containing low confidence
characters
Confirm data in low Press <Tab> (field changes to blue)
confidence field is correct
Move to next data field Press <Tab>
Move to next low Press <Alt+L>
confidence character
Clear all characters from Press <Alt+Z>
field
Run all validations for all Press <Alt+V>
fields on form and return
cursor to first problem on
form
Display the scanned image On the View menu, select Image View,
or press <Ctrl+Alt+I>
Display the batch tree On the View menu, select Batch Tree
or press <Ctrl+Alt+S>
Move the image Click and drag the image
Move to the previous Press <Ctrl+P>
document in the batch
Re-validate data on image Click Validate Return,
or press <F6>
Move to the next problem Press <Ctrl+N>
document in the batch
3 Use the keys and actions in the table above to correct, confirm, or change incorrect or
low confidence field values on each page in the batch.
4 When you have finished with the last document and press <Ctrl+N>, a message box is
displayed indicating No more problems have been found.
5 Click Yes to finish the batch. The message box closes and another message box is
displayed indicating the task has finished.
6 Click Stop. The message box closes and the Operations pane is redisplayed.
7 When the Verify task finishes successfully, page XML files have been updated (for
example, when low confidence characters have been changed during Verify), and a
Verify.xml file has been created in the batch’s uniquely-numbered folder found in
\1040EZ\batches.
8 To refresh the information displayed in the Job Monitor window, click the Job
Monitor's title bar and press F5. The Job, Task, and Status for this batch have been
updated, and are now Main Job.Export and pending.
1 With the Taskmaster Client main window open, on the Settings menu, select Users. The
IBM Datacap Taskmaster Capture Administrator dialog opens with the Users tab
displayed on top and the Users listed in the left pane.
2 Select a user in the left pane.
3 In the right pane, completely expand the Privileges, Permissions, and Groups branches
to view the options assigned to this user.
4 Do one of the following:
Click the Groups tab and continue with step 2 in the View 1040EZ Taskmaster
Client Groups procedure.
Click the Stations tab and continue with step 2 in the View 1040EZ Taskmaster
Client Stations procedure.
Click Done to close the IBM Datacap Taskmaster Capture Administrator dialog.
5 If you are finished viewing groups, users, or stations, close the Taskmaster Client
window. A confirmation message box is displayed. Click Yes to close the Taskmaster
Client window.
Taskmaster RV2
IBM Datacap Taskmaster Capture RV2 web application displays real-time reports of activity
related to your Taskmaster applications.
The following standard reports for monitoring batch status, station activity, and problem
batches are included with IBM Datacap Taskmaster Capture RV2 software component:
4 Select Trusted Sites, then click Sites. The Trusted Sites dialog opens.
5 When running Internet Explorer on the same machine as RV2, enter the default server
address (http://127.0.0.1) in the Add this website to the zone field, then click Add. The
URL is added to the bottom pane.
6 Click Close. The Internet Options dialog is redisplayed.
7 Click OK. The Internet Options dialog closes.
Taskmaster Web
Taskmaster Web allows users to perform Taskmaster tasks from remote machines on which
only the Internet Explorer browser is installed.
This section provides the information you need to set up and run tasks using Taskmaster Web
and Internet Explorer.
Configuration.
When UAC is on, the User Account Control window opens. Click Yes.
An information box is displayed.
2 When one or more of the items listed in the information box are Not Found, click OK,
then follow the instructions to Ensure Required IIS Components are Installed before
running the tool again.
3 When all of the items listed in the information box are Found, click OK. The
Taskmaster Web Server Configuration window opens. Note the Alias that is assigned,
as this is part of the URL you will use to test Internet Explorer's access to this site.
4 Click Configure. A Successfully Configured message is displayed.
5 Click OK, then click Exit. The Taskmaster Web site has been created.
6 To view the web site in IIS Manager, from the Windows Start menu, select Control
Panel, select Administrative Tools, then double-click Internet Information Services
(IIS) Manager. The Internet Information Services (IIS) Manager window opens.
7 Expand the computer, Sites, and the Default Web Site. The TaskRun folder and
tmweb.net site are displayed. If they are not displayed, right-click the Default Web Site
and select Refresh.
8 In the Connections pane, select the Default Web Site.
9 In the Actions pane, under Manage Web Site, click Restart.
Internet Explorer
Taskmaster Web allows users to perform Taskmaster tasks from remote machines on which
only the Internet Explorer browser is installed.
This section provides the information you need to set up Internet Explorer.
NOTE
When the operating system of the machine on which you want to run Internet Explorer to
access Taskmaster Web is a 64-bit operating system, you must use the 32-bit version of
Internet Explorer to access Taskmaster Web.
1 From the Workstation's Windows Start menu, select All Programs, select Datacap,
select Support, select Web Configuration, then select Taskmaster Web Client
Configuration.
When UAC is on, the User Account Control window opens. Click Yes.
The Taskmaster Web Client Configuration window is displayed.
2 When you are running the Taskmaster Web Client Configuration tool on the same
machine as Taskmaster Web, use the default URL that is displayed
(http://localhost/tmweb.net).
3 Click Configure. A Successfully Configured message is displayed.
4 Click OK, then click Exit.
5 Start Internet Explorer.
6 When you are running Internet Explorer on the same machine as Taskmaster Web, enter
the URL for Taskmaster Web (http://localhost) followed by the tmweb.net virtual
directory and the test page (http://localhost/tmweb.net/ietest.aspx) then press <Enter>.
When UAC is on, the first time you access the test page, the User Access Control
window opens. Click Yes to download the Datacap TIFF Viewer, Thumbnails, and
DataEdit Controls. The IE Test page is displayed.
7 Click Test. The red Xs will change to green checkmarks when the test completes
successfully. If the Datacap TIFF Viewer does not download, switch to the 32-bit
version of Internet Explorer and repeat this procedure from step 1.
NOTE
To complete processing, the PageID, Recognition, and Export tasks must be run manually
from the Taskmaster Client 1040EZ (thick client).
1 Open Internet Explorer, and enter the default IP address of the Taskmaster WebServer
followed by the alias you assigned to the website (http://localhost/tmweb.net). After a
pause, the IBM Datacap Taskmaster Capture Login window is displayed.
NOTE: You may have to turn off Internet Explorer’s popup blocker the first time you
display the Login page.
2 On the Taskmaster Web Login Page, enter the following:
Field Value
Application 1040EZ
User ID admin
Password admin
Station remote
3 Click Login. The Taskmaster Web Client 1040EZ main window opens with the
Operations pane and Available shortcuts displayed.
To Do This
Change sequence of pages Select either the image in the left pane, or
the name of the image in the right page
that you want to move, then click either
the MoveUp or MoveDown arrow
Delete all pages Click Remove All
To Do This
Delete a single page Select the image you want to delete, then
click Remove
Enlarge scanned images Click Zoom in
Shrink scanned images Click Zoom out
Rotate an image Click Rotate 900
Complete the Scan Task processing of Click Done
the batch
Cancel the Scan Task processing of the Click Cancel
batch; deletes batch and all batch data
from system
Put the batch on hold and end processing Click Hold
of the batch; batch remains available to
same user
7 After all pages have been scanned, click Done. A message box is displayed indicating
the Batch finished with a status of finished.
8 Click OK. A message box asks if you want to continue processing.
9 Click Stop. The message box closes and the Operations pane is redisplayed.
10 When the Scan task finishes successfully, the source images have been collected into a
batch and copied to the batch’s uniquely-numbered folder found in the Scan Into folder.
11 Click the Monitor tab to view information about the batch. To refresh the information
displayed, press F5. The Job, Task, and Status for this batch have been updated and are
now Web Demo, Upload, pending.
To Do This
Move to the next data field Press <Tab>
Display the next image in the batch (without Click Next
submitting or revalidating data)
Display the previous image in the batch Click Prev
(without submitting or revalidating data)
Put entire batch on hold Click Hold
View only fields with problematic data Select Problems only
Revalidate data after making corrections Click Verify
Complete processing of image and display next Click SuBmit
image
3 When you have finished with the last document and click SuBmit, a message box is
displayed indicating No more problems have been found. Click OK to finish the batch.
4 Click OK. The message box closes and another message box is displayed indicating the
task on the batch has finished with a status of finished.
5 Click OK. A message box asks if you want to continue processing.
6 Click No. The message box closes and the Operations pane is redisplayed.
7 When the Verify task finishes successfully, page XML files have been updated (for
example, when low confidence characters have been changed during Verify), and a
Verify.xml file has been created in the batch’s uniquely-numbered folder found in
\1040EZ\batches on the WinXPMachine on the Server.
8 Click the Monitor tab to view information about the batch. To refresh the information
displayed, press F5. The Job, Task, and Status for this batch have been updated and are
now Web Demo, Export, pending.
Rulerunner Quattro
3 Change or ensure the path reflects the correct location of the datacap.xml file, for
example:
C:\Datacap\datacap.xml
that Quattro is to process on a single thread For more information on Rulerunner Quattro
Manager, see Appendix D Rulerunner Quattro Manager.
When you configure Quattro, your license determines the number of threads you can set up.
Follow the instructions in Encrypt Taskmaster Login Password to encrypt the password for the
Admin User ID before continuing with this procedure.
1 From the Workstation's Start menu, select All Programs, select Datacap, select
Taskmaster Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Rulerunner Quattro Manager window opens.
2 If the Status displayed is Stopped, continue with the next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 If not already selected, select the Taskmaster Authentication option to enable the login
credential fields and enter the appropriate Taskmaster User ID, paste in the encrypted
Password, and enter a Station ID of 2, then click Connect. A message indicates the
configuration file does not exist and identifies the path where the file will be created.
5 Click OK. The message box closes and the Connect button label changes to
Disconnect.
6 Click the Workflow:Job:Task tab to display it. The names of the available applications
are displayed in the left pane.
7 If the right pane displays thread0 with 1040EZ's PageID, Recognize, and Export tasks,
Quattro has already been set up to process these tasks - skip to step 15. If the right pane
is empty, continue with the next step.
8 In the left pane, expand the 1040EZ application, expand the Servers node, then select
the server, the Taskmaster Admin database and the Taskmaster Engine database. The
tree expands to display the 1040EZ workflow, jobs and tasks.
9 In the right pane, right-click, select Threads, then select Add Thread. A branch for
thread0 is created.
10 In the left pane, in the expanded tree under 1040EZ, under the Main Job, click in the
box to the left of PageID, click the PageID label (to highlight it in blue) and drag it onto
thread0 in the right pane. The thread expands and displays the server, job, and task
names.
11 Repeat (click the box, click and drag the label) to drag Recognize and Export onto
thread0 in the right pane. All three task names should be displayed under thread0.
12 Click Save to save your changes. A message indicates the configuration file does not
exist, and asks if you want to create it.
13 Click Yes. The message box closes.
14 Click Save again.
15 Click the Datacap Login tab to display it.
16 Click Disconnect. The button label changes to Connect.
17 Close the Rulerunner Quattro Manager window.
1 From the Workstation's Windows Start menu, select All Programs, select Datacap,
select Taskmaster Server, and click Taskmaster Server Manager.
When UAC is on, the User Account Control window opens. Click Yes.
The Taskmaster Server Manager window opens.
2 When the Status:
Shows as Running, continue with the next step.
Shows as Stopped, click Start. A Starting Service message is displayed. The Status
changes to Running when the service is started.
3 Close the Taskmaster Server Manager window.
Start Quattro
When you start the Datacap Quattro Control Service it immediately attempts to start
Rulerunner Quattro.
IMPORTANT
When you are running Quattro on the same Workstation as the Taskmaster Client, exit from
the Taskmaster Client before starting Quattro.
This procedure provides instructions on how to start or ensure Quattro is started.
1 From the Workstation's Start menu, select All Programs, select Datacap, select
Taskmaster Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window opens. Click Yes.
The Rulerunner Quattro Manager window opens with the Datacap Quattro tab
displayed on top.
2 If the Datacap Quattro Control Service Status displayed is Running, skip to the last step.
If the Status displayed is Stopped, continue with the next step.
3 Click Start. The Datacap Quattro Control Service status will change to Running.
4 Close the Rulerunner Quattro Manager window.
Chapter 5
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the Server’s CD/DVD drive. If the installation process does
not start automatically, or if the package is on the network, open Windows Explorer,
navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Allow.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The License Agreement window opens.
6 Select the I accept the terms in the license agreement option and click Next. The Setup
Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Taskmaster Server and the
separately licensed connectors for which you have a license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish. A prompt to reboot your machine is displayed.
12 Click Yes to reboot.
Server Service to function, and the appropriate folder and security permissions must be
granted.
4 Add the local ASP.NET Machine Account (Server\ASPNET) and the local Internet
Guest Account (Server\IUSR_SERVER) and set both to allow Full Control.
5 Add/ensure Domain/Windows User IDs of developers are set to allow Full Control.
6 Add/ensure Domain/Windows User ID of Taskmaster Server Service is set to allow Full
Control.
7 When Batches folders are staying on Server in C:\Datacap\Application path, add/ensure
Domain/Windows User IDs of Taskmaster end users are set to allow Full Control.
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Client, and select Taskmaster Application Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
is displayed. Click Yes.
The Taskmaster Application Manager window opens.
2 Click the Service tab to display it.
3 Change or ensure the path reflects the correct location of the datacap.xml file, for
example:
\\Server\Datacap\datacap.xml
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the Workstation’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 7, when UAC is on, the User Account Control window opens. Click Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows XP, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all features except Taskmaster Client, the separately licensed applications for
which you have a license, and the separately licensed connectors for which you have a
license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish.
Install Scanner
Install a scanner, and ensure the scanner works outside of IBM Datacap Taskmaster Capture.
Note: A physical scanner is not required for running the IBM Datacap Taskmaster Capture
applications out of the box, as those applications can use the sample, prescanned images
included during installation.
NOTE
For clarity, the instructions in this section use the Taskmaster APT foundation application as
the example application, and refer to it by name.
Better identify the business function the application provides for your users
Leave the foundation and sample applications intact so that if you encounter
issues with your customized version, you can use the original application for
troubleshooting to determine whether or how the feature works in the original
application as compared to your customized version
Leave the foundation and sample applications intact so you can use them as
models when building your own rulesets and tasks
Note
Batches that exist in the source application on the DevWorkstation and their associated
records in the Engine database are not copied to the Server.
1 On the DevWorkstation, with an empty Datacap Studio main window open, click the
Application Wizard button in the upper right. The Application Wizard – Overview
window is displayed.
2 Click Next. The Application Wizard – Wizard Mode window is displayed.
3 Select the Copy an existing RRS application option, then click Next. The Application
Wizard – Copy an existing application window is displayed.
4 Enter or use the browse button and Browse For Folder window to navigate to and select
or create the following:
8 When the application copy is successful, a Taskmaster Client shortcut is created on the
DevWorkstation that runs the new application. The new application's Taskmaster
Client shortcut is also placed in the new application's folder on the Server.
9 Copy the newly-created Taskmaster Client shortcut to other end user Workstations
where the Taskmaster Client component has been installed and from which users will
run the application.
10 Exit from Datacap Studio.
NOTE
Once the datacap.xml file has been copied to the Taskmaster Server, update it following the
instructions in Update Datcap.xml on Taskmaster Server.
1 On the DevWorkstation, start Windows Explorer, navigate to, and open the C:\Datacap
folder.
2 On the DevWorkstation, start another instance of Windows Explorer, navigate to the
Taskmaster Server, and open \\Server\Datacap.
3 Copy the DevWorkstation's datacap.xml file and paste it into the \\Server\Datacap
folder.
3 Ensure all workflows are reflected, and that all of the paths reflect the correct UNC
paths to the various files and databases using the Server's name rather than C:\.
4 Click the Taskmaster tab to display it.
5 Change the Server name/address to the name of the Taskmaster Server (without
backslashes).
6 Click the Service tab to display it.
7 Change or ensure the path reflects the correct location of the datacap.xml on the Server,
for example:
\\Server\Datacap\datacap.xml
NOTE
The Taskmaster Application Service is case-sensitive; when adding or changing entries in
the datacap.xml file, ensure the case matches the case of the UNC paths, folders and file
names.
1 Before you begin, identify the names and locations of the applications you want the
Taskmaster Application Service to be aware of.
2 Start Notepad, navigate to, and open the datacap.xml file on the Server. It contains lines
that look like this:
<datacap ver="8.0">
<app name="1040ez" ref="1040EZ"/>
<app name="Express" ref="Express"/>
<app name="Flex" ref="Flex"/>
<app name="Survey" ref="Survey"/>
<app name="APT" ref="\\TASKMASTERSERVER\Datacap\APT"/>
<app name="MClaims" ref="MClaims"/>
<app name="AppWizard" ref="DStudio\AppWizard"/>
</datacap>
3 To delete references to applications that do not exist or have not been configured for
use, delete the corresponding <app name= lines. For example, when the only application
on the Taskmaster Server is the APT application, delete all of the lines except the line
for the APT application so your end result looks like this:
<datacap ver="8.0">
<app name="APT" ref="\\TASKMASTERSERVER\Datacap\APT"/>
</datacap>
4 To add references to applications that exist, add a line that reflects the name of the
application and the full UNC path to the application folder. For example, when adding
a line for the NENU application, your end result looks like this:
<datacap ver="8.0">
<app name="APT" ref="\\TASKMASTERSERVER\Datacap\APT"/>
See the section titled Grant Taskmaster Server Service Log On as a Service Right to re-
grant the service the log on as a service right.
3 Close the Taskmaster Server Manager window.
4 To refresh the information displayed in the Job Monitor window, click the Job
Monitor's title bar and press F5. The Job.Task and Status for this batch have been
updated and are now Demo-FlexID.FlexID and pending.
2 After assigning the Page Type to each image, click Done. A message box is displayed
indicating the task has finished.
3 Click Stop. The message box closes and the Operations pane is redisplayed. When the
FlexID task finishes successfully, a FlexID.xml file has been created (containing the
Page Types you assigned) in the batch's uniquely-numbered folder in \APT\batches.
4 To refresh the information displayed in the Job Monitor window, click the Job
Monitor's title bar and press F5. The Job.Task and Status for this batch have been
updated and are now Demo-FlexID.Batch Profiler and pending.
Note that for demonstration purposes only, all invoices are deliberately set to be
displayed in the Verify window. In a production environment, you decide whether
you want every invoice to be displayed to the Verify Operator, or only those invoices
where recognition results are low confidence and data validation rules are violated.
The Verify window displays the first invoice in the batch and the details for the first
line item on that invoice. The left side of the window displays fields, recognized data,
snippets, and a number of buttons, with invoice “header” information displayed on top,
and line item detail on the bottom. The right side of the window displays the scanned
invoice.
When there are errors or low confidence results, the cursor is placed in the first problem
field and the field is outlined in red. In addition, the background color of a data field
indicates:
• Blue: No data validation errors or low confidence recognition results
• Yellow: Low confidence recognition results (low confidence characters are
displayed in red)
• Red: Data validation error
When a field fails validation (red background), you must correct the data before you can
complete the batch. When the recognition results for a field are low confidence (yellow
background), you can either update the contents of the field and tab out (background
changes to blue), or ignore the low confidence condition and press Ctrl+Shift+N to go
to the next document in the batch.
2 The following table describes some of the things you can do using buttons and hot-key
combinations on the APT Verify window; for additional instructions on using the APT
Verify Window, see Verify Window.
To Do this
Move to the next data field Press <Tab>
Move to next low confidence Press <Alt+L>
character
Fill empty field with data using Click Click in an empty data entry field, then
N Key do one of the following:
Point at the field value on the document
image and click it, or,
Click and drag the mouse to draw a
rectangular box around the existing field
data on the image, or,
Press and hold <Alt>, click and drag the
mouse to draw a rectangular box that
encompasses additional blank space (to
leave room for additional characters ), or,
Press and hold <Shift>, click a field that
has already been defined and drag the
mouse to extend the field.
Invoke validation rules for entire Press <Alt+V>
invoice
Delete the document that is currently Press <Alt+D>
displayed
Mark the document for review Press <F2>
Display the next document in the Press <Ctrl+Shift+N>
batch
To Do this
Display the previous document in the Press <Ctrl+Shift+P>
batch.
Move to the next problem document Press <Ctrl+N>
in the batch
Lookup and select vendor (either Enter at least the first character of the
when blank or when incorrect vendor vendor’s name and the Remittance_Zip,
is displayed) then click Lookup Vendor
Open the Purchase Order Line Click POLR
Reconciliation window to match or
review matched line items
Identify type of invoice Select from the Invoice Type dropdown
list
Refresh line item matching Click the button next to the PO Number
label
Display original version of scanned Click the TIO button to toggle to TIF
image (with lines, noise, etc.), display
cleaned up version of image (toggles
from TIO to TIF)
Create new fingerprint for this Click New
invoice
Display previous page of invoice, Click Page 1 of 1 < or >
display next page of invoice
Display contents of previous line Click Lineitem Prev or Next
item, display contents of next line
item
Add line before current (displayed) Click <Add or Add >
line, add line after current line
Delete current (displayed) line Click Del
Calculate missing numeric values Click Calculate Blank
using existing values and
automatically fill blank numeric
fields
For all detail lines, locate all field Click Find Details
values for all fields
View all detail lines (opens separate Click View Details
window)
To Do this
Display or hide the scanned image On the View menu, select Image View,
or press <Ctrl+Alt+I>
Move the image within the display Click and drag the image
frame
3 Using <Tab>, <Alt+L>, <Alt+V> and other keys described above, review and validate
each sample document. When the data has been validated, an End of Page Reached
message will be displayed.
4 Click Yes to go to the next document. When you have finished processing the last
invoice in the batch, a message box indicates that no additional problems were found.
5 Click OK to finish the batch. A message box is displayed indicating the task has
finished.
6 Click Stop. The message box closes and the Operations pane is redisplayed.
When the Verify task finishes successfully, page XML files have been updated (for
example, when low confidence characters have been changed during Verify), and a
Verify.xml file has been created in the batch's uniquely-numbered folder in
\APT\batches.
7 To refresh the information displayed in the Job Monitor window, click the Job
Monitor's title bar and press F5. The Job.Task and Status for this batch have been
updated and are now Demo-FlexID.Export and pending.
deleted, Export also sends the appropriate emails with the marked or deleted
image attached as a PDF file.
3 To refresh the information displayed in the Job Monitor window, click the Job
Monitor's title bar and press F5. The Job.Task and Status for this batch have been
updated and are now Demo-FlexID.Export and Job Done.
4 Use Windows Explorer to navigate to and open the resulting PDFs (one for each
invoice), and you can open the Export.xml file to view the data captured from the
invoices.
Note
These instructions use the following terms:
• Matched/Unmatched - Taskmaster APT’s processing finds a fingerprint that it
thinks matches an invoice; this match may be correct or incorrect
• Known/Unknown - Taskmaster APT has or does not have the vendor in a
lookup database; Taskmaster APT has or does not have a fingerprint for the
invoice
Process Unknown Invoice for Known Vendor
This situation involves processing an unknown invoice for a known vendor. This can occur
when a vendor has changed the layout of their invoices so much so that APT does not identify
the invoice as belong to the vendor, or when an invoice is processed for a vendor who has just
recently been added to the lookup database.
Symptom(s)
When APT processes the unknown invoice, the Vendor Name is blank.
Instructions
Process the invoice as a unknown invoice: Enter the first few letters of the vendor’s name and
the vendor’s zip code, click Lookup Vendor, and populate the data fields using Click N Key,
Find Details, etc. and press <Alt+V> to validate, and ensure the invoice data passes all
validations. It is important to use Click N Key to populate the fields so that the data locations
on the images can be stored as part of the fingerprint.
Identify Detail Lines on Unknown Invoice
This situation involves identifying where the first line item is located or where each of the
fields in the line are located or what type of information they contain. This occurs on unknown
invoices.
Symptom(s)
When an unknown invoice is processed, the Lineitem counter displays 0(0) - line 0 of 0.
Instructions
Click the Add> button to add an empty line, use Click N Key to identify where each of the
fields are in the first line, then click Find Details to locate the remaining lines. When the
Lineitem counter displays an actual count, click View Details to review the data captured for
all of the lines in a separate window. Close the window, and press <Alt+V> to validate, and
ensure the invoice data passes all validations.
Process Multiple Unknown Invoices for Known Vendor in Single Batch
This situation involves processing multiple unknown invoices in a single batch for a known
vendor. This can occur when a vendor has changed the layout of their invoices, or when
previously unprocessed invoices are processed for a vendor who has just been added to the
lookup database.
Symptom(s)
When APT processes the first unknown invoice, the Vendor Name is blank.
Instructions
Process the invoice as a unknown invoice: Enter the first few letters of the vendor’s name and
the vendor’s zip code, click Lookup Vendor, and populate the data fields using Click N Key,
Find Details, etc. and press <Alt+V> to validate, and ensure the invoice data passes all
validations. It is important to use Click N Key to populate the fields so that the data locations
on the images can be stored as part of the fingerprint.
When the next invoice in that batch for that same vendor is displayed in the Verify window,
APT matches it to the earlier invoice that passed validation, and displays a Sticky Fingerprint
Available button above the Lookup Vendor button. Click the Sticky Fingerprint Available
button to locate and populate the fields automatically.
Handle Unknown Invoice when Vendor is Unknown
This situation involves handling an unknown invoice for an unknown vendor. This can occur
when your company is invoiced by a vendor before the vendor has been added to the lookup
database.
Symptom(s)
When APT processes the invoice, the Vendor Name is blank, and when you click Lookup
Vendor, the vendor is not listed.
Instructions
When Microsoft Outlook is installed on the Workstation and you updated the APT Settings.ini
file with real email addresses, you can do one of the following that will route the invoice to a
knowledge worker for handling:
• Mark the invoice for supervisor review - Press <F2>, enter relevant comments,
then click OK. When Microsoft Outlook is installed on the Workstation, this
invoice is not exported, rather, during the Export task, an email containing this
invoice image is sent to the email address specified by the Review= parameter
provided in the Settings.ini file.
• Delete the invoice from the batch - Press <Alt+D>. A message box is displayed,
asking you to confirm that you want to delete the document. Click Yes. When
Microsoft Outlook is installed on the Workstation, this invoice is not exported,
rather, during the Export task, an email containing this invoice image is sent to
the email address specified by the Delete= parameter provided in the Settings.ini
file.
Otherwise, when Microsoft Outlook is not installed on the Workstation, you can put the entire
batch on hold and alert a Supervisor of the problem:
On the File menu, select Quit Task and confirm you want to put the batch on hold.
Associate Vendor and Fingerprint
This situation involves correcting the association between a vendor and a fingerprint, and
correcting the data when APT has matched an invoice with the wrong fingerprint. This can
occur when two vendors use nearly identical invoice formats.
Symptom(s)
When APT processes the invoice, it displays the wrong vendor and the data fields are
populated with incorrect data.
Instructions
Enter the first few letters of the vendor’s name and the vendor’s zip code, click Lookup
Vendor, and select the correct vendor. Ensure all of the data fields are populated correctly
using Click N Key, Find Details, etc. and press <Alt+V> to validate. Then click the New
Fingerprint button. It is important to use Click N Key to populate the fields so that the data
locations on the images can be stored as part of the fingerprint.
Capture Fields on Rotated Image
This situation involves processing an invoice that you rotated.
Symptom(s)
Click N Key no longer works.
Instructions
Manually key the data into the fields from the image and press <Alt+V> to validate. Even
though the invoice passes all validations, a fingerprint is not automatically created by
Taskmaster APT, and the next invoice from that vendor is treated as an unknown invoice.
APT Troubleshooting
Delete Fingerprint
To delete a fingerprint when you know the Fingerprint ID, do the following:
1 Start the Fingerprint Maintenance Tool.
2 Click the Show Statistics button to display information about all existing fingerprints.
3 Select the ID of the fingerprint that you want to delete.
4 Click the Delete Selected button.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the Workstation’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 7, when UAC is on, the User Account Control window opens. Click Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows XP, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all features except Taskmaster Client, and the separately licensed connectors
for which you have a license.
9 Expand the Taskmaster Client software component and exclude the separately licensed
applications for which you do not have a license, and exclude the Datacap Studio,
DotScan, DotEdit, and NENU components.
10 Click Next. The Ready to Install the Program window is displayed.
11 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
12 Click Finish.
Note: A physical scanner is not required for running the IBM Datacap Taskmaster Capture
applications out-of-the-box, as these applications can use the prescanned sample images
included during installation.
1 On the Workstation, with the Taskmaster Client application main window displayed, on
the Settings menu, select Workflow. The IBM Datacap Taskmaster Capture
Administrator dialog opens with the Workflow tab displayed on top.
2 In the left pane, expand the workflow, and select one of the scan jobs to expand its
contents.
3 In the left pane, select the scan task. The task information in the right pane displays
information about the scan task.
4 In the right pane, click Setup. The Scan Setup – IBM Datacap Taskmaster Capture
window opens.
5 If a Scan flatbed message box appears, click Cancel. When the message box closes,
another message may appear that indicates a scanner is not currently selected.
6 Click OK. A blank Scan Setup window is displayed.
7 On the File menu, select Quit. The IBM Datacap Taskmaster Capture Administrator
dialog is redisplayed.
8 Click Setup again. The Scan Setup – IBM Datacap Taskmaster Capture window opens.
If the message indicating that a scanner is not currently selected appears, click OK.
9 Click OK. A filled-in Scan Setup window is displayed.
10 Click Select Scanner. A Loading Driver message box is briefly displayed, then the
Scanner Selection window opens.
11 Select the scanner you want to use, then click OK. The Configure Device Settings
window opens.
12 Click OK. Both windows close and the Scan Setup – IBM Datacap Taskmaster Capture
window is redisplayed.
13 Click Done. The Scan Setup – IBM Datacap Taskmaster Capture window closes.
14 Click Apply to save your scanner setup settings.
15 Click Done. The IBM Datacap Taskmaster Capture Administrator dialog window
closes.
3 Change or ensure the path reflects the correct location of the datacap.xml file, for
example:
\\Server\Datacap\datacap.xml
Taskmaster RV2
IBM Datacap Taskmaster Capture RV2 web application displays real-time reports of activity
related to your Taskmaster applications.
The following standard reports for monitoring batch status, station activity, and problem
batches are included with IBM Datacap Taskmaster Capture RV2 software component:
Note
When Taskmaster Web, RV2 or Web Rulerunner Service (Rulerunner running as a web
service) are installed on the same WebServer, they must use the same domain/Windows
account.
1 From the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s)
4 Run the aspnet_regiis.exe with the -i parameter (for example:
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i)
Progress messages are displayed indicating the start and completion of the installation.
5 When the installation has finished, exit/close the DOS window.
Set RV2 Sharing Permissions for Datacap Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate RV2 sharing permissions
for the C:\Datacap folder when the Taskmaster Server's operating system is Windows 2003.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Sharing and Security. The Sharing tab is displayed.
2 The Datacap folder should already be shared.
3 Click Permissions. The Permissions for dialog is displayed.
4 Add the RV2 domain/Windows account and set to allow Read.
Set Up Security for RV2 on Datacap Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate RV2 security for the
C:\Datacap folder when the Taskmaster Server's operating system is Windows 2003.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Sharing and Security. The Sharing tab is displayed.
2 Click the Security tab to display it.
3 Add/ensure the RV2 domain/Windows account is set to allow Read & Execute.
Update ASP.NET Process Identity in Machine.Config File (Windows 2003)
RV2 uses an IIS Process Model Identity to access IBM Datacap Taskmaster Capture.
Note
When RV2, Taskmaster Web, or Web Rulerunner Service (Rulerunner running as a web
service) are installed on the same web server, they must use the same domain/Windows
account.
This procedure provides instructions on how to update the machine.config file on the
WebServer when the operating system is Windows 2003.
1 On the WebServer, use Windows Explorer to navigate to and use a text editor such as
Notepad to open
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG\machine.config
2 Locate the line that contains only <system.web> and the next line starting with
<processModel …
Caution
There are multiple occurrences of "<system.web>" in the machine.config file. Be sure
you locate the occurrence where "<system.web>" is the only text on the line, and that
the next line starts with "<processModel".
3 Add the following information to the <processModel line so that it reflects the RV2
domain/Windows account that you want to use:
<processModel autoConfig="true" enable="true"
userName="DOMAIN\RV2AccountName" password="RV2AccountPassword"/>
4 Save the changes to machine.config and close the file.
Grant RV2 Account Access to IIS Metabase (Windows 2003)
This procedure provides instructions on how to run Microsoft's ASP.NET IIS Registration
Tool (version 2 of .NET Framework) with the grant access parameter (-ga) to grant the RV2
domain/Windows account access to the IIS metabase and other directories used by ASP.NET
when the operating system is Windows 2003. For more information about the registration
tool, search for "aspnet_regiis.exe" on the Microsoft website.
1 On the WebServer, from the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s).
4 Run the aspnet_regiis.exe with the -ga parameter followed by the domain name, a
backslash, then the RV2 account name;
for example (no line breaks):
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -ga
DOMAIN\RV2AccountName
then press <ENTER>.
A "Start granting… access" message is displayed, followed by a "Finished granting…
access" message.
5 Close the DOS command prompt window.
Install RV2 on WebServer
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard to install the RV2 component.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
4 In the Web Server (IIS) pane, scroll down to the Role Services section, and under
Application Development, ensure the ASP.NET and ASP modules are installed.
5 In the Web Server (IIS) pane, scroll down to the Management Tools section and ensure
IIS Management Console is installed.
6 Close the Server Manager window.
Set RV2 Sharing Permissions for Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate RV2 sharing permissions
for the C:\Datacap folder when the Taskmaster Server's operating system is Windows 2008.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Sharing tab to display it, then click Advanced Sharing.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Advanced Sharing dialog opens.
3 The Datacap folder should already be shared.
4 Click Permissions. The Permissions for dialog is displayed.
5 Add the RV2 domain/Windows account and set to allow Read.
Set Up Security for RV2 on Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate RV2 security for the
C:\Datacap folder when the Taskmaster Server's operating system is Windows 2008.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Security tab to display it, then click Edit.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Permissions for dialog opens.
3 Add/ensure the RV2 domain/Windows account is set to allow Read & Execute.
Install RV2 on WebServer
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard to install the RV2 component.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
These instructions apply to Windows 2003 and Windows 2008 Servers.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the WebServer’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Allow.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except RV2.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish to close the Wizard.
Set Location of Datacap.xml
This procedure provides instructions on how to define the location of the Taskmaster
application settings using the Taskmaster Application Manager. In the examples used in this
Installation and Configuration Guide, the datacap.xml file containing the application settings is
found on the Taskmaster Server ("Server") in the C:\Datacap folder.
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Client, and select Taskmaster Application Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
is displayed. Click Yes.
The Taskmaster Application Manager window opens.
2 Click the Service tab to display it.
3 Change or ensure the path reflects the correct location of the datacap.xml file, for
example:
\\Server\Datacap\datacap.xml
2 Select the report and the application name. If applicable, select a filter. The report is
displayed.
3 To add an additional report, click Add and repeat the previous step.
4 If you want the data on the reports to refresh automatically, click Refresh and select a
refresh interval.
5 Click Reports to return to the RV2 home page.
Modify the RV2 Dashboard
Each report displayed on the dashboard can be resized, moved, or removed.
This procedure provides instructions on how to modify the dashboard by resizing, moving, or
removing a report.
1 With the RV2 home page displayed, click Dashboard. The Dashboard window is
displayed.
2 To resize a report, click the cross-hatched area at the bottom right corner and drag.
3 To move a report, click the dotted area at the top of the report and drag the report to a
different location.
4 To remove a report, click the report you want to remove, then click Remove.
5 Click Reports to return to the RV2 home page.
Taskmaster Web
Taskmaster Web allows users to perform Taskmaster tasks from remote machines on which
only the Internet Explorer browser is installed.
This section provides the information you need to set up and run tasks using Taskmaster Web
and Internet Explorer.
Note
When Taskmaster Web, RV2 or Web Rulerunner Service (Rulerunner running as a web
service) are installed on the same WebServer, they must use the same domain/Windows
account.
This procedure provides instructions on how to locate and change the setting in the web.config
file that affects upload speed.
1 On the WebServer, start Windows Explorer, navigate to and open the
C:\Datacap\tmweb.net folder, scroll down to the web.config file and open it in a text
editor such as Notepad.
2 Within the <system.web> element, locate or add the
<httpRuntime maxRequestLength="52428" />
element - this parameter is expressed in kilobytes.
3 Depending on the usual size of the images that are being uploaded, you can increase the
size, for example:
<httpRuntime maxRequestLength="102400" />
4 When you have made changes, save and close the file.
Add or Ensure File Transfer Limit Setting is Large Enough (Windows 2003)
Depending on the usual size of the images that will be uploaded from the Taskmaster Web
Client to the WebServer, you should adjust the default File Transfer Limit setting found in the
METABASE.XML file that is on the WebServer.
This procedure provides instructions on how to locate and change the File Transfer Limit
setting in the METABASE.XML file when the WebServer’s operating system is Windows
2003.
1 Before editing the METABASE.XML file, enable the metabase edit-while-running
feature using IIS Manager on the WebServer, otherwise you will not be able to save
your changes. To do this: In IIS Manager, right-click the local computer, click
Properties, select the Enable Direct Metabase Edit option, click Apply, then click OK.
2 On the WebServer, start Windows Explorer, navigate to and open the
\windows\system32\inetsrv folder, scroll down to the metabase.xml file and open it in a
text editor such as Notepad.
3 Locate and change the value (expressed in bytes) for AspMaxRequestEntityAllowed=
for example, from 204800 to 10238976.
4 When you have made changes, save and close the file.
5 After saving your changes, disable/clear the Direct Metabase Edit option in IIS
Manager.
Install Taskmaster Web on WebServer
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard to install the Taskmaster Web component.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
These instructions apply to Windows 2003 and Windows 2008 Servers.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the WebServer’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Allow.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Taskmaster Web.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish to close the Wizard.
Confirm IIS Configuration on Windows 2003 Server
Confirm that Internet Information Services (IIS) Manager was installed on your Windows
2003 WebServer.
The IBM Datacap Taskmaster Capture install package installs the Microsoft .NET Framework
when needed. If you run the Taskmaster InstallShield Wizard before installing IIS, the
ASP.NET application script maps may not point to the correct ASP.NET ISAPI version.
If you are not sure that IIS was installed prior to the Taskmaster installation, run Microsoft’s
ASP.NET IIS Registration Tool (aspnet_regiis.exe) with the installation parameter (-i).
Running the tool ensures the ASP.NET application script maps point to the appropriate
ASP.NET ISAPI version. For instructions on running the tool, see Run aspnet_regiis.exe. For
more information about the tool, search for “aspnet_regiis.exe” on the Microsoft website.
Run aspnet_regiis.exe
This procedure provides instructions on how to run Microsoft’s aspnet_regiis.exe to update the
ASP.NET application script maps to point to the appropriate ASP.NET ISAPI version.
1 From the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s)
4 Run the aspnet_regiis.exe with the -i parameter (for example:
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i)
Progress messages are displayed indicating the start and completion of the installation.
5 When the installation has finished, exit/close the DOS window.
Update ASP.NET Process Identity in Machine.Config File (Windows 2003)
Taskmaster Web uses an IIS Process Model Identity to access IBM Datacap Taskmaster
Capture.
Note
When RV2, Taskmaster Web, or Web Rulerunner Service are installed on the same web
server, they must use the same domain/Windows account.
This procedure provides instructions on how to update the machine.config file on the
WebServer hosting Taskmaster Web when the operating system is Windows 2003.
1 On the WebServer, use Windows Explorer to navigate to and use a text editor such as
Notepad to open
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG\machine.config
2 Locate the line that contains only <system.web> and the next line starting with
<processModel …
Caution
There are multiple occurrences of ""<system.web>" in the machine.config file. Be sure
you locate the occurrence where "<system.web>" is the only text on the line, and that
the next line starts with "<processModel".
3 Add the following information to the <processModel line so that it reflects the
Taskmaster Web domain/Windows account that you want to use:
<processModel autoConfig="true" enable="true"
userName="DOMAIN\TaskmasterWebAccountName"
password="TaskmasterWebAccountPassword"/>
4 Save the changes to machine.config and close the file.
Grant Taskmaster Web Account Access to IIS Metabase (Windows 2003)
This procedure provides instructions on how to run Microsoft's ASP.NET IIS Registration
Tool (version 2 of .NET Framework) with the grant access parameter (-ga) to grant the
Taskmaster Web domain/Windows account access to the IIS metabase and other directories
used by ASP.NET when the operating system is Windows 2003. For more information about
the registration tool, search for "aspnet_regiis.exe" on the Microsoft website.
1 On the WebServer, from the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s).
4 Run the aspnet_regiis.exe with the -ga parameter followed by the domain name, a
backslash, then the Taskmaster Web account name;
for example (no line breaks):
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -ga
DOMAIN\TaskmasterWebAccountName
then press <ENTER>.
A "Start granting… access" message is displayed, followed by a "Finished granting…
access" message.
5 Close the DOS command prompt window.
Create and Share (Nested) Virtual Directory for Taskmaster Web (IIS 6)
These instructions assume you will create a virtual directory for Taskmaster Web nested within
the WebServer's Default Web Site when Taskmaster Web is installed in an IIS 6 environment.
This procedure provides instructions on how to create a virtual directory for the Taskmaster
Web site.
1 From the WebServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, and double-click Internet Information Services. The Internet
Information Services window opens.
2 Expand the computer on which you want to create the virtual directory, expand its Web
Sites folder, right-click the Default Web Site, and on the shortcut menu, select New,
then select Virtual Directory. The Welcome page of the Virtual Directory Creation
Wizard opens.
3 Click Next. The Virtual Directory Alias page is displayed.
4 Enter tmweb.net as the alias, then click Next. The Web Site Content Directory page is
displayed.
5 Enter the full path or use the Browse button to navigate to and select the
C:\Datacap\tmweb.net folder, then click OK. The Web Site Content Directory page
reappears with the full path to the tmweb.net folder displayed.
6 Click Next. The Access Permissions page is displayed.
7 Select the Read, Run scripts, and Execute options, then click Next. The completion
page of the Virtual Directory Creation Wizard is displayed.
8 Click Finish. The Wizard closes and the new tmweb.net virtual directory is displayed in
the Internet Information Services window.
Set Other Parameters for (Nested) Taskmaster Web Site (IIS 6)
This procedure provides instructions on how to set additional parameters required by or
relevant to Taskmaster in an IIS 6 environment.
1 From the WebServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, and double-click Internet Information Services to open the
Internet Information Services window.
2 Expand the computer, the Web Sites folder and the Default Web Site, right-click the
tmweb.net web site, and select Properties from shortcut menu. The tmweb.net
Properties dialog opens with the Virtual Directory tab displayed on top.
3 Click the Configuration button. The Application Configuration window opens.
4 Click the Options tab to display it.
5 Select the Enable session state option and set the Session timeout field in accordance
with your company's security policies.
6 Select the Enable parent paths option.
7 Click OK to close the Application Configuration window.
8 Click the Documents tab to display it.
9 If the default.aspx document is not displayed, add it and click Apply to save your
change.
10 Click the ASP.NET tab to display it.
11 Click the Edit Configuration button. The ASP.NET Configuration Settings window
opens with the General tab displayed on top.
12 Click the Application tab to display it.
13 Set the Request execution timeout field to at least 1200 seconds, then click Apply.
14 Click State Management tab to display it.
15 Set the Session timeout field in accordance with your company's security policies, then
click Apply.
16 Click OK to close the local Settings window.
17 Click OK to save and close the Properties dialog.
Set Web Site Isolation Mode (IIS 6)
This procedure provides instructions on how to set the service to run in IIS 5.0 Isolation Mode
in an IIS 6 environment.
1 With the Internet Information Services window open, expand the computer on which
you created the virtual directory, right-click Web Sites, and on the shortcut menu, select
Properties. The Web Site Properties dialog opens.
2 Click the Service tab to display it.
3 Select Isolation Mode: Run WWW Service in IIS 5.0 Isolation Mode, click Apply and
click Yes when you are prompted to restart IIS.
4 Click OK to close the Web Site Properties dialog.
Select Web Service Extensions (IIS 6)
This procedure provides instructions on how to allow Active Server Page extensions in an IIS
6 environment.
1 On the WebServer, with the Internet Information Services window open, expand the
computer on which you created the virtual directory, and select Web Service
Extensions. The Web Service Extension options are displayed in the right pane.
2 Select/ensure Active Server Pages, ASP.NET v2.0.50727, and Server Side includes are
Allowed.
3 Close the Internet Information Services window.
Set Up Web Sharing and Security Settings on TaskRun Folder (Windows 2003)
This procedure provides instructions on how to share the TaskRun processing folder on the
WebServer that is required by Taskmaster Web. This folder is where batches temporarily
reside while they are being processed.
1 On the WebServer, start Windows Explorer, navigate to C:\Datacap\TaskRun, right-
click the TaskRun folder, and select Properties from the shortcut menu. The TaskRun
Properties dialog opens with the General tab displayed on top.
2 Click the Web Sharing tab to display it.
3 Select or ensure Share on is set to Default Web Site.
4 Select the Share this folder option. The Edit Alias dialog opens displaying the folder
name in the Alias field.
5 In the Application permissions group box, select the None option, and in the Access
permissions group box, select Write in addition to the Read option, then click OK. The
Web Sharing tab reappears with TaskRun displayed as an alias.
6 Click Apply to save your changes.
7 Click the Security tab to display it.
8 Add the local ASPNET Machine Account (Server\ASPNET) and Internet Guest
Account (Server\IUSR_SERVER) and set both to allow Modify.
9 Click OK to close the TaskRun Properties dialog.
Set Up TaskRun Virtual Folder (Windows 2003)
This procedure provides instructions on how to set the appropriate IIS parameters for the
TaskRun virtual folder required by Taskmaster Web.
1 From the WebServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, and double-click Internet Information Services to open the
Internet Information Services window.
2 Expand the computer, the Web Sites folder and the Default Web Site. If the virtual
TaskRun folder is not displayed, refresh the window as many times as it takes for the
TaskRun folder to appear.
3 Right-click the TaskRun folder, select Properties from the shortcut menu. The TaskRun
Properties window opens with the Virtual Directory tab displayed on top.
4 Click the Remove button. The Application name field is protected, and the Remove
button label changes to Create.
5 Click the Documents tab to display it.
6 If the default.aspx document is not displayed, add it and click Apply to save your
change.
7 Click the Directory Security tab to display it.
8 Click the top Edit button to edit the Anonymous access and authentication control
settings. The Authentication Methods dialog opens.
9 Select the Enable anonymous access checkbox and clear the Integrated Windows
authentication checkbox, then click OK. The Authentication Methods dialog closes and
the Directory Security tab is redisplayed.
10 Click the ASP.NET tab to display it.
If the ASP.NET version displayed is version 2.0.5nnnn, continue with the next
step.
If the ASP.NET version displayed is blank but the field is active, click the
dropdown arrow, select the 2.0.5nnnn entry from the list, and continue to the next
step.
If the ASP.NET version displayed is blank or earlier than 2.0.5nnnn and you
cannot select the correct entry (the field is protected), you cannot continue with
this procedure. To recover, ensure that you installed IBM Datacap Taskmaster
Capture:
o If you did not, begin this process over again with the correct version of the IBM
Datacap Taskmaster Capture software.
o If you did, refer to Chapter 2 Installation and Configuration Prerequisites and
follow the instructions to Run aspnet_regiis.exe to update the ASP.NET
application script maps.
11 Click Apply to save any changes.
12 Click the HTTP Headers tab to display it.
13 Select the Enable Content Expiration option to activate the expiration fields.
14 Select the Expire Immediately option, then click Apply to save the change and then OK
to close the TaskRun Properties dialog. The Internet Information Services window is
redisplayed – the TaskRun folder's icon has changed.
Confirm Server.INI Points to TaskRun
This procedure provides instructions on how to ensure that the Server.ini file contains the
correct value for the setting that Taskmaster Web uses to locate the TaskRun folder.
1 On the WebServer, start Windows Explorer, navigate to and use a text editor such as
Notepad to open the C:\Datacap\tmweb.net\server.ini file.
2 The server.ini’s TempFolder= setting should be set to TempFolder=/TaskRun/ (folder
name is case-sensitive) and if it is not, change it, save it, and close the file.
Change SSL Setting in Server.INI
If you are using Secure Socket Layer to encrypt communications between Taskmaster Web
and Taskmaster Web Clients, this procedure provides instructions on how to change the value
of the SSL setting in the Server.ini file that controls Taskmaster Web's SSL behavior.
1 On the WebServer, start Windows Explorer, navigate to and use a text editor such as
Notepad to open the C:\Datacap\tmweb.net\server.ini file.
2 Change the server.ini’s UseSSL=0 setting to UseSSL=1, save it, and close the file.
4 Select .NET Framework 3.5.1 Feature and click Next. The Confirm Installation
Selections window is displayed.
5 Click Install. The Installation Progress window is displayed, followed by the
Installation Results window.
6 Ensure the installation was successful, then click Close.
Ensure Required IIS Components are Installed (Windows 2008)
This procedure provides instructions on how to ensure that the appropriate components have
been installed in Internet Information Services when the Server’s operating system is Windows
2008.
1 From the WebServer's Windows Start menu, select Control Panel, and on the Control
Panel Home window, select Administrative Tools, and then select Server Manager. The
Server Manager window opens.
2 In the Server Manager hierarchy pane, expand Roles, and then select Web Server (IIS).
The Web Server (IIS) window opens.
3 In the Web Server (IIS) pane, under Common HTTP Features, ensure Static Content is
installed.
4 In the Web Server (IIS) pane, scroll down to the Role Services section, and under
Application Development, ensure the ASP.NET and ASP modules are installed.
5 In the Web Server (IIS) pane, scroll down to the Management Tools section and ensure
IIS Management Console is installed.
6 Close the Server Manager window.
Set Taskmaster Web Sharing Permissions for Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate Taskmaster Web sharing
permissions for the C:\Datacap folder when the Taskmaster Server's operating system is
Windows 2008.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Sharing tab to display it, then click Advanced Sharing.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Advanced Sharing dialog opens.
3 The Datacap folder should already be shared.
4 Click Permissions. The Permissions for dialog is displayed.
5 Add the Taskmaster Web domain/Windows account and set to allow Read.
Set Up Security for Taskmaster Web on Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate RV2 security for the
C:\Datacap folder when the Taskmaster Server's operating system is Windows 2008.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
4 When you have made changes, save and close the file.
Install Taskmaster Web on WebServer
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard to install the Taskmaster Web component.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
These instructions apply to Windows 2003 and Windows 2008 Servers.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the WebServer’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Allow.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Taskmaster Web.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish to close the Wizard.
Create Taskmaster Web Site
This procedure provides instructions on how to create the Taskmaster Web site using the
Taskmaster Web Server Configuration tool when the operating system is Windows 2008.
1 From the WebServer's Windows Start menu, select All Programs, select Datacap, select
Support, select Web Configuration, then select Taskmaster Web Server Configuration.
When UAC is on, the User Account Control window opens. Click Yes.
An information box is displayed.
2 When one or more of the items listed in the information box are Not Found, click OK,
then follow the instructions to Ensure Required IIS Components are Installed before
running the tool again.
3 When all of the items listed in the information box are Found, click OK. The
Taskmaster Web Server Configuration window opens. Note the Alias that is assigned,
as this is part of the URL you will use to test Internet Explorer's access to this site.
4 Click Configure. A Successfully Configured message is displayed.
5 Click OK, then click Exit. The Taskmaster Web site has been created.
6 To view the web site in IIS Manager, from the Windows Start menu, select Control
Panel, select Administrative Tools, then double-click Internet Information Services
(IIS) Manager. The Internet Information Services (IIS) Manager window opens.
7 Expand the computer, Sites, and the Default Web Site. The TaskRun folder and
tmweb.net site are displayed. If they are not displayed, right-click the Default Web Site
and select Refresh.
8 In the Connections pane, select the Default Web Site.
NOTE
When the operating system of the machine on which you want to run Internet Explorer to
access Taskmaster Web is a 64-bit operating system, you must use the 32-bit version of
Internet Explorer to access Taskmaster Web.
Additionally, on a Windows 2008 server, when the Internet Explorer Enhanced Security
Configuration for Users is ON, you cannot use Internet Explorer on the Server to access
Taskmaster Web, you must access Taskmaster Web from a different machine.
1 From the Windows Start menu, select All Programs, select Datacap, select Support,
select Web Configuration, then select Taskmaster Web Client Configuration.
When UAC is on, the User Account Control window opens. Click Yes.
The Taskmaster Web Client Configuration window is displayed.
2 When you are running the Taskmaster Web Client Configuration tool on the same
machine as Taskmaster Web, use the default URL that is displayed
(http://localhost/tmweb.net).
When you are running the Taskmaster Web Client Configuration tool from a machine
other than the machine on which Taskmaster Web is installed, enter or ensure the URL
is the WebServer's IP address or name (http://WebServerName/tmweb.net)
3 Click Configure. A Successfully Configured message is displayed.
4 Click OK, then click Exit.
5 Start Internet Explorer.
6 When you are running Internet Explorer on the same machine as Taskmaster Web, enter
the URL for Taskmaster Web (http://localhost) followed by the tmweb.net virtual
directory and the test page (http://localhost/tmweb.net/ietest.aspx) then press <Enter>.
When you are running Internet Explorer from a different machine, enter either the
WebServer's IP address or name, followed by the tmweb.net virtual directory and the
test page (http://WebServerName/tmweb.net/ietest.aspx), then press <Enter>.
When UAC is on, the first time you access the test page, the User Access Control
window opens. Click Yes to download the Datacap TIFF Viewer, Thumbnails, and
DataEdit Controls. The IE Test page is displayed.
7 Click Test. The red Xs will change to green checkmarks when the test completes
successfully. If the Datacap TIFF Viewer does not download, switch to the 32-bit
version of Internet Explorer and repeat this procedure from step 1.
When UAC is on, the first time you access the test page, the User Access Control
window opens. Click Yes to download the Datacap TIFF Viewer, Thumbnails, and
DataEdit Controls. The IE Test page is displayed.
3 Click Test. The red Xs will change to green checkmarks when the test completes
successfully. If the Datacap TIFF Viewer does not download, switch to the 32-bit
version of Internet Explorer and repeat this procedure from step 1.
NOTE
To complete processing, the APT Batch Profiler and Export tasks must be run manually
from the Taskmaster Client APT (thick client). In a client-server environment, the APT
Batch Profiler and Export tasks can be run automatically as background tasks by either the
Taskmaster Client Service or Rulerunner Quattro.
Field Value
Application APT
User ID admin
Password admin
Station remote
3 Click Login. The APT Taskmaster Web Client main window opens with the Operations
pane and Available shortcuts displayed.
To Do This
Change sequence of pages Select either the image in the left pane, or the
name of the image in the right page that you
want to move, then click either the MoveUp
or MoveDown arrow
Delete all pages Click Remove All
Delete a single page Select the image you want to delete, then click
Remove
Enlarge scanned images Click Zoom in
Shrink scanned images Click Zoom out
Rotate an image Click Rotate 900
Complete the Scan Task processing Click Done
of the batch
Cancel the Scan Task processing of Click Cancel
the batch; deletes batch and all batch
data from system
Put the batch on hold and end Click Hold
processing of the batch; batch
remains available to same user
8 After all images have been scanned, click Done. A message box is displayed indicating
the Batch finished with a status of finished.
9 Click OK. A message box asks if you want to continue processing.
10 Click Stop. The message box closes and the Operations pane is redisplayed.
11 When the Scan task finishes successfully, the source images have been collected into a
batch and copied to the batch’s uniquely-numbered folder found in the Scan Into folder.
12 Click the Monitor tab to view information about the batch. To refresh the information
displayed, press F5. The Job, Task, and Status for this batch have been updated and are
now Web Demo, Upload, pending.
To Do This
For all detail lines, locate all field Click Find Details
values for all fields
Calculate missing numeric values Click Calculate Blank
using existing values and
automatically fill blank numeric
fields
Move to the next problem document Click Next Problem
in the batch
Move to the previous problem Click Previous Problem
document in the batch
Identify the type of invoice Select from Invoice Type dropdown list
Display snippet associated with a Select Disp snip
field
Create new fingerprint for this Select Yes from Add New Fingerprint
invoice dropdown list
Put entire batch on hold Click Hold
Override an error Select Override
Zoom in or out, resize the image Right-click on the image and select the
appropriate action
3 When you have finished with the last document and click Submit, a message box is
displayed indicating all documents are complete and you are prompted to finish the
batch.
4 Click OK. The message box closes and another message box is displayed indicating the
task on the batch has finished with a status of finished.
5 Click OK. A message box asks if you want to continue processing.
6 Click Stop. The message box closes and the Operations pane is redisplayed.
7 When the Verify task finishes successfully, page XML files have been updated (for
example, when low confidence characters have been changed during Verify), and a
Verify.xml file has been created in the batch’s uniquely-numbered folder found in
\Datacap\APT\batches.
8 Click the Monitor tab to view information about the batch. To refresh the information
displayed, press F5. The Job, Task, and Status for this batch have been updated and are
now Web Demo, Export, pending.
9 The next and last task, the APT Export task, must be run manually from the Taskmaster
Client APT (thick client).
• When installing on client and server machines, ensure you have administrator access to all
machines on which IBM Datacap Taskmaster Capture software is installed and to the
Windows 2003 or Windows 2008 server(s) on which you will install Rulerunner Quattro.
Overview of Quattro Installation in Client-Server Environment
This section provides an overview of the steps required to install and configure the Datacap
Quattro Control Service (DQCS) which starts and stops Rulerunner Quattro, and Rulerunner
Quattro (Quattro) on one or more servers (QServers) that are separate from the Taskmaster
Server (Server), as well as the steps required to configure Quattro to run tasks from a single or
multiple IBM Datacap Taskmaster Capture applications on multiple threads.
Depending on the way you want to authenticate Rulerunner Quattro, instructions are provided
for authenticating using either Taskmaster Authentication or Windows Authentication.
Multiple Servers
When installing Quattro on more than one server, repeat the instructions for each QServer (see
Install and Configure Rulerunner Quattro on Windows 2003 Server or Install and Configure
Rulerunner Quattro on Windows 2008 Server).
Multiple Applications
When configuring Quattro to run tasks from more than one application, repeat the instructions
for setting up an application in the section titled Configure Quattro to Run Your Applications.
Multiple Workflows
When configuring Quattro to run tasks from multiple workflows, configure each workflow as
if it is its own application using the instructions for setting up an application in the section
titled Configure Quattro to Run Your Applications.
The installation of Datacap Quattro Control Service and Rulerunner Quattro in a client-server
environment is made up of the following steps:
1 Ensure you have met the prerequisites detailed in Chapter 3 Installation and
Configuration Prerequisites.
2 Ensure you can run all of your applications' tasks manually before beginning this
installation process.
3 Determine which IBM Datacap Taskmaster Capture tasks from which application(s)
you want Quattro to process.
4 Decide whether you want to use IBM Datacap Taskmaster Capture Authentication or
Windows Authentication, then create or ensure one Windows/domain account exists for
Quattro (a separate account for each instance of Quattro), and follow the setup steps for
your Taskmaster application(s) relevant to the type of authentication you have chosen.
5 Configure Quattro permissions on the Taskmaster Server.
6 Install Rulerunner Quattro on QServer.
7 Install all IBM Datacap Taskmaster Capture Options that are required by the tasks that
Quattro will run, on each QServer.
8 Set the location of the datacap.xml file, and update the Taskmaster Application Service
with the appropriate Task profile names.
9 Complete Quattro authentication setup.
When you are using Taskmaster Authentication, there is no requirement to add the Quattro
account(s) to a security group.
Configure Taskmaster to use Windows Authentication
Skip this procedure if Rulerunner Quattro is using Taskmaster Authentication to log into
Taskmaster.
This section provides the information you need to configure Taskmaster to use Windows
Authentication in a Quattro environment, including:
• Shut down other Taskmaster software
• Configure Taskmaster Server Service to use Windows Authentication
• Add a Group to the Taskmaster application that has the exact same name as the AD/LDAP
security group and domain
• Add one or more Stations to the Taskmaster application that have the same names as the
QServers hosting Rulerunner Quattro
• When using LLLDAP, also add a User to the Taskmaster application that has the same name
as the Quattro domain/Windows account
Make a Note of and Shut Down Taskmaster Client and Web Software
Before beginning the installation and configuration process, we recommend identifying the
machines on which Taskmaster Client or Taskmaster Web software is running (so you can start
it back up after installing Rulerunner Quattro successfully), and shutting down client and web
software on machines in the following sequence:
1 Taskmaster Client software (including Taskmaster Client, Taskmaster Web Client,
Taskmaster Client Service, Datacap Studio, Batch Pilot, etc.).
2 Taskmaster Web and any Taskmaster web services (RV2, WRRS, Fingerprint Service,
etc.).
Configure Taskmaster Server Service to use Windows Authentication
Skip this procedure if Rulerunner Quattro is using Taskmaster Authentication to log into
Taskmaster.
This procedure provides instructions on how to open the Taskmaster Server Manager,
configure Taskmaster Server Service to use Windows Authentication, and restart Taskmaster
Server Service.
1 From the Server's Windows Start menu, select All Programs, select Datacap, select
Taskmaster Server, and click Taskmaster Server Manager. The Taskmaster Server
Manager window opens.
2 When the Status:
Shows as Stopped, continue with the next step.
Shows as Running, click Stop. A Stopping Service message is displayed. The
Status changes to Stopped when the service is stopped.
3 Click the Taskmaster tab to display it.
4 Click Show advanced to display Advanced Settings. The button label changes to Hide
advanced.
5 In the Authentication system field, select the type of authentication you want to use.
The Authentication path template field is enabled, and the template string that is
displayed changes depending on your selection.
6 Enter the appropriate string in the Authentication path template field. For:
ADSI authentication, enter:
WinNT://<%domain%>/<%user%>
LDAP authentication, enter:
LDAP://<%domain%>.com
LLLDAP authentication, enter:
<%server%>:<%port%>/uid=<%user%>,dc=<%domain%>,dc=Com
then click Save.
7 Click the Service tab to display it.
8 Click Start to start Taskmaster Server Service. A Starting Service message is displayed.
The Status changes to Running when the service is started.
9 Close the Taskmaster Server Manager window.
Start Taskmaster Client APT
This procedure provides instructions on how to start the Taskmaster Client APT application. If
you have logged into the Taskmaster Client before, the information you entered previously is
displayed.
1 From the DevWorkstation's Windows Start menu, select All Programs, select Datacap,
select Applications, select APT, and click the APT Client icon. The Please login dialog
opens.
2 Ensure the User ID is admin, enter admin as the password, and ensure the Station is set
to 1, then click OK.
3 The APT main window opens with the Operations pane displayed.
Add Taskmaster Group to Application
This procedure provides instructions on how to add the required Taskmaster group to your
application for Quattro.
1 On the Workstation, with the application's main window open, on the Settings menu,
select Groups. The Taskmaster Administrator dialog opens with the Groups tab
displayed on top and the existing Groups listed in the left pane.
2 On the Groups tab, click Add, and enter a Group ID for the Rulerunner Quattro Service
that is a concatenation of:
--Your Taskmaster-specific security group name
--A dot
--The domain to which your Taskmaster-specific security group belongs.
For example, for a security group called TMUsers in the XYZ Company's domain, the
Taskmaster Group ID would be TMUsers.XYZ.
3 Click Apply. A message box indicates the new settings will apply after currently signed
on users log off and log back on again.
4 Click OK to close the message box. The Privileges, Permissions, and Users pane is
enabled.
5 Since you are using this group to grant privileges to Quattro, expand the Privileges
branch, expand the Client(s) branch, and select the Client(s) Taskmaster Sub privilege,
then click Apply. A message box indicates the new settings will apply after currently
signed on users log off and log back on again.
6 Click OK to close the message box.
7 Since you are using this group to grant permissions to Quattro to process the APT Batch
Profiler and Export background tasks, expand the Permissions branch, select the Batch
Profiler and Export tasks in each job, then click Apply. A message box indicates the
new settings will apply after currently signed on users log off and log back on again.
8 Click OK to close the message box.
Add Taskmaster Station to Application
This procedure provides instructions on how to add the required Taskmaster Station to your
application for Quattro.
IMPORTANT
Use the name of the QServer machine as the Station name. You must enter the QServer
machine name exactly as it has been identified to the Domain Controller (i.e. if the machine
name identified in the Domain Controller is in all capital letters, be sure to enter the machine
name here in all capitals).
1 On the Workstation, with the application's main window open, on the Settings menu,
and select Stations. The Taskmaster Administrator dialog opens with the Stations tab
displayed on top and the existing Stations listed in the left pane.
2 Click Add, and enter the name of the QServer machine (exactly as it has been identified
to the Domain Controller), then click Apply. A message box indicates the new settings
will apply after currently signed on users log off and log back on again.
3 Click OK to close the message box.
4 Since you are using the QServer as the Station to run background jobs as Quattro,
expand the Permissions branch and select the Batch Profiler and Export tasks in each
job, then click Apply. A message box indicates the new settings will apply after
currently signed on users log off and log back on again.
5 Click OK to close the message box.
6 Click the Advanced button to open the Virtual stations dialog box.
7 Set the Maximum number of virtual stations allowed to 99, then click OK. The Virtual
stations dialog box closes.
8 Click Apply. A message box indicates the new settings will apply after currently signed
on users log off and log back on again.
9 Click OK to close the message box.
10 Click Done to close the Taskmaster Administrator dialog, then close your Taskmaster
application.
1 From the DevWorkstation's Windows Start menu, select All Programs, select Datacap,
select Applications, select APT, and click the APT Client icon. The Please login dialog
opens.
2 Ensure the User ID is admin, enter admin as the password, and ensure the Station is set
to 1, then click OK.
3 The APT main window opens with the Operations pane displayed.
Add Taskmaster User to Application
This procedure provides instructions on how to add the required Taskmaster user to your
application for Quattro. This is applicable when you are using Taskmaster Authentication or
LLLDAP Windows Authentication.
1 On the Workstation, with the application's main window open, on the Settings menu,
select Users. The Taskmaster Administrator dialog opens with the Users tab displayed
on top and the existing Users listed in the left pane.
2 On the Users tab, click Add, and enter the User ID Rulerunner Quattro will use to log
into Taskmaster.
3 Click Set Password. The Change password for user window opens.
4 Enter the New password in both fields, and click OK.
5 Click Apply. A message box indicates the new settings will apply after currently signed
on users log off and log back on again.
6 Click OK to close the message box. The Privileges, Permissions, and Users pane is
enabled.
7 Since you are using this user to grant privileges to Quattro, expand the Privileges
branch, expand the Client(s) branch, and select the Client(s) Taskmaster Sub privilege,
then click Apply. A message box indicates the new settings will apply after currently
signed on users log off and log back on again.
8 Click OK to close the message box.
9 Since you are using this user to grant permissions to Quattro to process Batch Profiler
and Export background tasks, expand the Permissions branch, select the Batch Profiler
and Export tasks in each job, then click Apply. A message box indicates the new
settings will apply after currently signed on users log off and log back on again.
10 Click OK to close the message box.
11 Click Done. The Taskmaster Administrator dialog closes.
Add Taskmaster Station to Application
This procedure provides instructions on how to add the required Taskmaster Station to your
application for Quattro.
IMPORTANT
Use the name of the QServer machine as the Station name. You must enter the QServer
machine name exactly as it has been identified to the Domain Controller (i.e. if the machine
name identified in the Domain Controller is in all capital letters, be sure to enter the machine
name here in all capitals).
1 On the Workstation, with the application's main window open, on the Settings menu,
and select Stations. The Taskmaster Administrator dialog opens with the Stations tab
displayed on top and the existing Stations listed in the left pane.
2 Click Add, and enter the name of the QServer machine (exactly as it has been identified
to the Domain Controller), then click Apply. A message box indicates the new settings
will apply after currently signed on users log off and log back on again.
3 Click OK to close the message box.
4 Since you are using the QServer as the Station to run background jobs as Quattro,
expand the Permissions branch and select the Batch Profiler and Export tasks in each
job, then click Apply. A message box indicates the new settings will apply after
currently signed on users log off and log back on again.
5 Click OK to close the message box.
6 Click the Advanced button to open the Virtual stations dialog box.
7 Set the Maximum number of virtual stations allowed to 99, then click OK. The Virtual
stations dialog box closes.
8 Click Apply. A message box indicates the new settings will apply after currently signed
on users log off and log back on again.
9 Click OK to close the message box.
10 Click Done to close the Taskmaster Administrator dialog, then close your Taskmaster
application.
Taskmaster. Because Quattro stores the password in an encrypted form, first use the
SitManager.exe provided with Taskmaster to encrypt the password, then use the Rulerunner
Quattro Manager tool to set up Quattro's Taskmaster User ID, Password, and Station ID.
If you have multiple QServers, repeat this process for each server.
Encrypt Taskmaster Login Password
When setting up Quattro to use Taskmaster Authentication, Quattro requires that the password
be encrypted. Additionally, you may want to temporarily use Taskmaster Authentication to
make changes to Quattro's configuration which also requires an encrypted password.
This procedure provides instructions on how to use Taskmaster's SitManager.exe to create the
encrypted password string you need.
1 On the QServer, start Windows Explorer, navigate to and open the
C:\Datacap\support\Sit folder.
2 Double-click the SitManager.exe. The Sit Manager window opens.
3 Type in the password you want to encrypt (for example, the password for Quattro's User
ID) and click Encrypt. A string is displayed in the Encrypted String field.
4 Click Test. A message box indicates the string was encrypted successfully.
5 Click OK to close the message box.
6 Highlight the encrypted string and copy it to your Windows clipboard (Ctrl+C) or to an
empty text file to save for later use.
7 Click Exit to close the Sit Manager window.
Configure Quattro's Taskmaster Login Credentials
This procedure provides instructions on how to set up Rulerunner Quattro to use the
appropriate User ID, Password, and Station ID to log into Taskmaster when you are using
Taskmaster Authentication. This procedure assumes that you have encrypted the password
using Taskmaster's SitManager.exe and can paste the encrypted string during this procedure -
if not, follow the instructions in Encrypt Taskmaster Login Password before continuing with
this procedure.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Yes.
The Rulerunner Quattro Manager window opens with the Datacap Quattro tab
displayed on top.
2 Ensure the Datacap Quattro Control Service Status is Stopped.
If the Status displayed is Running, click Stop. The status will change to Stopped.
If the Status displayed is Stopped, continue with the next step.
3 Click the Datacap Login tab to display it.
4 Select the Taskmaster Authentication option, and enter Quattro's Taskmaster User ID,
the encrypted password, and Station ID, then click Save.
5 Close the Rulerunner Quattro Manager window.
On the QServer, in Administrative Tools > Component Services > Computers > My
Computer > DCOM Config, on the TaskMaster.RunTask Security tab, add and grant Local
Launch and Local Activation permissions to the domain account used by DQCS and
Quattro.
Grant Quattro Log On as Service Right
This procedure provides instructions on how to ensure the domain account used by an instance
of Quattro has been granted the Log On as a Service right on its QServer (this allows
Rulerunner Quattro to run as a service).
If you have multiple QServers, repeat this process for each server.
1 From the QServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, select Services, right-click Quattro and select Properties. The
Properties dialog opens with the General tab displayed on top.
2 Click the Log On tab to display it.
3 Select This account, click the Browse button, select the Quattro domain account, enter
the domain account's password, and click Apply.
4 Click OK to close the Properties dialog.
5 Close the Services window.
Grant DQCS Log On as Service Right
This procedure provides instructions on how to ensure the domain account used by an instance
of DQCS (which starts and stops Rulerunner Quattro) has been granted the Log On as a
Service right on its QServer.
If you have multiple QServers, repeat this process for each server.
1 From the QServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, select Services, right-click Datacap Quattro Control Service and
select Properties. The Properties dialog opens with the General tab displayed on top.
• If your corporate policy restricts Administrators group privileges, or if your corporate policy
precludes granting administrator rights to the domain account, you must grant the account
permissions using DCOM Config.
On the QServer, in Administrative Tools > Component Services > Computers > My
Computer > DCOM Config, on the TaskMaster.RunTask Security tab, add and grant Local
Launch and Local Activation permissions to the domain account used by DQCS and
Quattro.
Grant Quattro Log On as Service Right
This procedure provides instructions on how to ensure the domain account used by an instance
of Quattro has been granted the Log On as a Service right on its QServer (this allows
Rulerunner Quattro to run as a service).
If you have multiple QServers, repeat this process for each server.
1 From the QServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, select Services, right-click Quattro and select Properties. The
Properties dialog opens with the General tab displayed on top.
2 Click the Log On tab to display it.
3 Select This account, click the Browse button, select the Quattro domain account, enter
the domain account's password, and click Apply.
4 Click OK to close the Properties dialog.
5 Close the Services window.
Grant DQCS Log On as Service Right
This procedure provides instructions on how to ensure the domain account used by an instance
of DQCS (which starts and stops Rulerunner Quattro) has been granted the Log On as a
Service right on its QServer.
If you have multiple QServers, repeat this process for each server.
1 From the QServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, select Services, right-click Datacap Quattro Control Service and
select Properties. The Properties dialog opens with the General tab displayed on top.
2 Click the Log On tab to display it.
3 Select This account, click the Browse button, select the Quattro domain account, enter
the domain account's password, and click Apply. (This indicates the domain account
will run the DQCS which in turn runs Quattro.)
4 Click OK to close the Properties dialog.
Configure DQCS Start Up Behavior
This optional procedure provides instructions on how to ensure the Datacap Quattro Control
Service starts up automatically when its host machine is restarted. When the DQCS is started
automatically and its Restart service if stopped setting is enabled, the DQCS will automatically
restart Quattro after a reboot.
If you have multiple QServers, repeat this process for each server.
1 From the QServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, select Services, right-click Datacap Quattro Control Service and
select Properties. The Properties dialog opens with the General tab displayed on top.
2 To start the DQCS automatically when the QServer is rebooted, change the Startup
Type to Automatic, and click Apply to save your change.
3 Click OK to close the Properties dialog.
4 Close the Services window.
Next Steps
After you have installed and configured Rulerunner Quattro in a working IBM Datacap
Taskmaster Capture environment, you are ready to configure Quattro to process one or more
tasks of an existing application.
• To configure Rulerunner Quattro to process tasks of an existing, working APT application,
continue with the section titled Configure and Run APT Tasks using Quattro.
• To configure Rulerunner Quattro to process tasks from one or more of your applications, use
the instructions in the section titled Configure Quattro to Run Your Applications.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap\RRS
folder and select Properties. The Properties dialog opens.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID of the Rulerunner Quattro is set to allow Full
Control.
Start or Ensure Taskmaster Server Service is Started
All configurations of IBM Datacap Taskmaster Capture (all components installed on a single
Workstation or separate components installed on different machines) require that the
Taskmaster Server Service be running before you can successfully start the application.
This procedure provides instructions on how to start or ensure the Taskmaster Server Service is
started on the Taskmaster Server .
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Server, and click Taskmaster Server Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
opens. Click Yes.
The Taskmaster Server Manager window opens.
2 When the Status:
Shows as Running, continue with the next step.
Shows as Stopped, click Start. A Starting Service message is displayed. The Status
changes to Running when the service is started.
In a client-server environment:
If a Taskmaster Server Service error is displayed
See the section titled Grant Taskmaster Server Service Log On as a Service Right to re-
grant the service the log on as a service right.
3 Close the Taskmaster Server Manager window.
Obtain Task Profile Name
This procedure provides instructions on how to obtain the exact spelling of the task name and
the task profile's name. You need this information to update the Taskmaster Application
Service with the specific task profile or profiles that Quattro is to process.
1 From the DevWorkstation's Windows Start menu, select All Programs, select Datacap,
select Taskmaster Client, log in, and open the application.
2 On the Settings menu, select Workflow. The Workflow tab is displayed.
3 Expand the job that contains the task, select the task, and make a note of the task name.
4 Click Setup. The task's Setup - Batch Profiler window opens with the task profile
highlighted.
5 Make a note of the task profile name.
6 On the File menu, select Quit to close the Setup window.
Configure Quattro's Task Profiles in the Taskmaster Application Service
This procedure provides instructions on how to ensure the Taskmaster Application Service lists
the task profiles that Quattro should process.
Before you begin this task, you need to know which tasks and task profiles you want Quattro
to process, and you need the exact spelling of each task name and task profile name. Follow
the instructions in Obtain Task Profile Name before continuing with this procedure.
1 From the DevWorkstation's Windows Start menu, select All Programs, select Datacap,
select Taskmaster Client, and select Taskmaster Application Manager.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Taskmaster Application Manager window opens.
2 Select APT. Paths appear in the fields on the Application tab.
3 Ensure all paths are correct.
4 Click the Quattro tab to display it. This tab should only display the task profiles that
Quattro is to process.
5 To remove a task profile, click the red X to the right of the profile name. A prompt is
displayed asking you to confirm you want to remove the task.
6 Click Yes. The message box closes.
7 To add a task profile, click Add new Task. Two data entry fields appear.
8 Enter the name of the task in the first field, and enter the name of the task profile in the
second field, ensuring the spelling and case is the same as what was displayed in the
task's Setup - Batch Profiler window.
9 Close Taskmaster Application Manager.
Stop or Ensure Taskmaster Server Service is Stopped
This procedure provides instructions on how to stop or ensure the Taskmaster Server Service is
stopped on the Server.
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Server, and click Taskmaster Server Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
opens. Click Yes.
The Taskmaster Server Manager window opens.
2 When the Status:
Shows as Stopped, continue with the next step.
Shows as Running, click Stop. A Stopping Service message is displayed. The
Status changes to Stopped when the service is stopped.
3 Close the Taskmaster Server Manager window.
Start or Ensure Taskmaster Server Service is Started
All configurations of IBM Datacap Taskmaster Capture (all components installed on a single
Workstation or separate components installed on different machines) require that the
Taskmaster Server Service be running before you can successfully start the application.
This procedure provides instructions on how to start or ensure the Taskmaster Server Service is
started on the Taskmaster Server .
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Server, and click Taskmaster Server Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
IMPORTANT
These instructions allow you to temporarily use Taskmaster Authentication and the default
Taskmaster Admin User ID and Password to make your configuration changes. Follow the
instructions in Encrypt Taskmaster Login Password to encrypt the password for the Admin
User ID before continuing with this procedure.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Rulerunner Quattro Manager window opens.
2 If the Status displayed is Stopped, continue with the next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 If not already selected, select the Taskmaster Authentication option to enable the login
credential fields and enter the appropriate Taskmaster User ID, paste in the encrypted
Password, and enter a Station ID of 2, then click Connect. A message indicates the
configuration file does not exist and identifies the path where the file will be created.
5 Click OK. The message box closes and the Connect button label changes to
Disconnect.
6 Click the Workflow:Job:Task tab to display it. The names of the available applications
are displayed in the left pane.
7 If the right pane displays thread0 with APT's Demo job Batch Profiler and Export tasks,
Quattro has already been set up to process these tasks - skip to step 15. If the right pane
is empty, continue with the next step.
8 In the left pane, expand the APT application, expand the Servers node, then select the
server, the Taskmaster Admin database and the Taskmaster Engine database. The tree
expands to display the APT workflow, jobs and tasks.
9 In the right pane, right-click, select Threads, then select Add Thread. A branch for
thread0 is created.
10 In the left pane, in the expanded tree under APT, under the Demo job, click in the box
to the left of Batch Profiler, click the Batch Profiler label (to highlight it in blue) and
drag it onto thread0 in the right pane. The thread expands and displays the server, job,
and task names.
11 Repeat (click the box, click and drag the label) to drag the Demo job's Export task onto
thread0 in the right pane. The thread expands and displays the additional task name.
12 Click Save to save your changes. A message indicates the configuration file does not
exist, and asks if you want to create it.
13 Click Yes. The message box closes.
14 Click Save again.
15 Click the Datacap Login tab to display it.
16 Click Disconnect. The button label changes to Connect.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
17 When using:
• Windows Authentication - Select the Windows Authentication option
• Taskmaster Authentication - Select the Taskmaster Authentication option, enter
the User ID of Quattro's domain/Windows account, the encrypted version of
Quattro's password, and the name of the QServer as the Station ID
18 Click Save.
19 Close the Rulerunner Quattro Manager window.
IMPORTANT
These instructions allow you to temporarily use Taskmaster Authentication and the default
Taskmaster Admin User ID and Password to make your configuration changes. Follow the
instructions in Encrypt Taskmaster Login Password to encrypt the password for the Admin
User ID before continuing with this procedure.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Rulerunner Quattro Manager window opens.
2 If the Status displayed is Stopped, continue with the next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 If not already selected, select the Taskmaster Authentication option to enable the login
credential fields and enter the appropriate Taskmaster User ID, paste in the encrypted
Password, and enter a Station ID of 2, then click Connect. A message indicates the
configuration file does not exist and identifies the path where the file will be created.
5 Click OK. The message box closes and the Connect button label changes to
Disconnect.
6 Click the Workflow:Job:Task tab to display it. The names of the available applications
are displayed in the left pane.
7 If the right pane displays thread0 with APT's Demo job Batch Profiler task and thread1
with the Demo job Export task, Quattro has already been set up to process these tasks -
skip to step 16. If the right pane is empty, continue with the next step.
8 In the left pane, expand the APT application, expand the Servers node, then select the
server, the Taskmaster Admin database and the Taskmaster Engine database. The tree
expands to display the APT workflow, jobs and tasks.
9 In the right pane, right-click, select Threads, then select Add Thread. A branch for
thread0 is created.
10 Repeat the previous step to create the number of threads you need and to which you are
entitled. For the purposes of this example, create two threads.
11 In the left pane, in the expanded tree under APT, under the Demo job, click in the box
to the left of Batch Profiler, click the Batch Profiler label (to highlight it in blue) and
drag it onto thread0 in the right pane. The thread expands and displays the server, job,
and task names.
12 Repeat (click the box, click and drag the label) to drag the Demo job's Export task onto
thread1 in the right pane. The thread expands and displays the server, job, and task
names.
13 Click Save to save your changes. A message indicates the configuration file does not
exist, and asks if you want to create it.
14 Click Yes. The message box closes.
15 Click Save again.
16 Click the Datacap Login tab to display it.
17 Click Disconnect. The button label changes to Connect.
18 Close the Rulerunner Quattro Manager window.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
19 When using:
• Windows Authentication - Select the Windows Authentication option
• Taskmaster Authentication - Select the Taskmaster Authentication option, enter
the User ID of Quattro's domain account, the encrypted version of Quattro's
password, and the name of the QServer as the Station ID
20 Click Save.
21 Close the Rulerunner Quattro Manager window.
Run Taskmaster Client APT Tasks using Quattro
This section provides the information you need to stop and restart the Taskmaster Server
Service, start Taskmaster Client APT, create Taskmaster Client APT batches, start Rulerunner
Quattro, and monitor Quattro as it picks up and processes each batch.
Start Taskmaster Client Application
This procedure provides instructions on how to start the Taskmaster Client application. If you
have logged into the application's Taskmaster Client before, the information you entered
previously is displayed. If your Windows login information appears, replace it using the
information in this procedure.
1 From the Workstation's Windows Start menu, select All Programs, select Datacap,
select Applications, select the application you want to start and click its Client icon.
The Please login window opens.
2 Use the default Taskmaster Admin User ID, Password, and Station ID 1, then click OK.
The Taskmaster Client application's main window opens with the Operations pane
displayed.
1 On the Workstation, with the application’s main window open, on the View menu,
select Job Monitor. The Job Monitor pane opens with information about existing
batches displayed.
2 Press <F5> periodically to refresh the Job Monitor pane and see the changes to the
batch task and status as Quattro runs the task or tasks for each batch.
3 After Quattro has finished processing the Batch Profiler task for a batch, double-click
the batch in the Job Monitor pane to run the Taskmaster Client APT Verify task on that
batch.
4 After you have successfully completed the Verify task for a batch, it is ready for
Quattro to run the Export task.
5 Click the Job Monitor title bar, then press <F5> to refresh the pane.
6 After you have completed the Verify task for all of the pending batches, Quattro should
pick up and run them through the Export task.
7 Close the Job Monitor pane.
Encrypt Taskmaster Login Password
When setting up Quattro to use Taskmaster Authentication, Quattro requires that the password
be encrypted. Additionally, you may want to temporarily use Taskmaster Authentication to
make changes to Quattro's configuration which also requires an encrypted password.
This procedure provides instructions on how to use Taskmaster's SitManager.exe to create the
encrypted password string you need.
1 On the QServer, start Windows Explorer, navigate to and open the
C:\Datacap\support\Sit folder.
2 Double-click the SitManager.exe. The Sit Manager window opens.
3 Type in the password you want to encrypt (for example, the password for Quattro's User
ID) and click Encrypt. A string is displayed in the Encrypted String field.
4 Click Test. A message box indicates the string was encrypted successfully.
5 Click OK to close the message box.
6 Highlight the encrypted string and copy it to your Windows clipboard (Ctrl+C) or to an
empty text file to save for later use.
7 Click Exit to close the Sit Manager window.
Set Up Quattro Restarts
When you are running Rulerunner Quattro in a production environment, Quattro should be
restarted periodically, typically every four hours, or as determined by experience. The option
that controls this behavior is the Restart Interval option on the Rulerunner Quattro Manager's
Advanced Settings tab.
Additionally, if you have configured Quattro to Stop on Abort (on the Rulerunner Quattro
Manager's Quattro Settings tab), it is a good idea to restart it automatically. The option that
controls this behavior is the Restart Service (or Restart Service if Stopped) option on the
Advanced Settings tab.
This procedure assumes that you have encrypted the password associated with Quattro's User
ID using IBM Datacap Taskmaster Capture SitManager.exe and can paste the encrypted string
during this procedure - if not, follow the instructions in Encrypt Taskmaster Login Password
before continuing with this procedure.
This procedure provides instructions on how to ensure the Quattro restart options are
configured properly.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager. The Rulerunner Quattro Manager
window opens.
2 If the Datacap Quattro Control Service Status displayed is Stopped, continue with the
next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 If not already selected, select the Taskmaster Authentication option to enable the login
credential fields.
5 Enter Quattro's User ID, paste in the encrypted Password, enter the appropriate Station
ID, then click Connect. The button label changes to Disconnect.
6 Click the Workflow:Job:Task tab to display it. APT is displayed in the left pane and
thread0 is displayed in the right pane.
7 On the Quattro Settings tab, select or ensure Stop on Abort is selected, then click Save.
8 On the Advanced Settings tab, select or ensure Restart Service is selected, and ensure
there is a value in the Restart Interval field (defaults to 14400 or four hours), then click
Save.
9 Click the Datacap Login tab to display it.
10 Click Disconnect. The button label changes to Connect.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
11 When using:
• Windows Authentication - Select the Windows Authentication option
• IBM Datacap Taskmaster Capture Authentication - Select the IBM Datacap
Taskmaster Capture Authentication option, enter the User ID of Quattro's account,
the encrypted version of the password, and the name of the QServer as the Station
ID
12 Click Save.
13 If you want to start Quattro, click the Datacap Quattro tab, then click Start. The Status
changes to Running.
14 Close the Rulerunner Quattro Manager window.
Restart Taskmaster Software
After successfully installing, configuring, and using Rulerunner Quattro to run additional
tasks, you can restart the IBM Datacap Taskmaster Capture software that was previously
running on other machines. Restart IBM Datacap Taskmaster Capture software on all
machines in the following sequence:
1 Taskmaster Server Service
2 Taskmaster Web and any Taskmaster web services (RV2, WRRS, Fingerprint Service,
etc.)
3 Taskmaster Client software (including Taskmaster Client, Taskmaster Web Client,
Taskmaster Client Service, Datacap Studio, Batch Pilot, etc.)
IMPORTANT
Datacap's standard actions, with the exception of "virtual scan" (vscan) actions, are "thread-
safe" meaning they can be used simultaneously in multiple threads in Quattro. Actions you
have changed or developed, or actions that Datacap sells separately as Options may not be
thread-safe. Tasks containing actions that are not known to be thread-safe should be
configured to run in only one thread. Generally VBScript code is thread-safe, but external
COM objects may not be. Scripting that accesses files or databases may not be thread-safe.
If Quattro fails when running a task in multiple threads, try configuring that task on a single
thread. When a task contains both thread-safe and non-thread-safe actions, you can split the
task into multiple tasks in order to isolate the non-thread-safe action so it can be run on a
single thread.
When you contact Support for help with such issues, be sure to mention any custom or
separately-purchased (option) actions in your applications.
• In each instance of Quattro, enable the same number of threads as there are processors in
the QServer; for example, when Quattro is installed on a quad core server, enable all four
Quattro threads.
• When using Quattro to process vScan tasks, an application's vScan task that looks in a
particular folder for the input files should run on only one computer at a time and should
be set up to run on a single thread. VScans running in two different applications looking
in two different input folders can run simultaneously without conflict.
• When using Quattro to process Export tasks, use only one thread for Export when the
Export process does one or more of the following:
Updates field positions in the Setup DCO at runtime (includes Intellocate)
Updates a Fingerprint database
Exports to a text file or Microsoft Access DB
Exports at the field or page level
When it is not possible to predict the effect of multiple threads exporting files at
the same time to a downstream system
• Tasks containing actions that are not known to be thread-safe should be configured to run
in only one thread within a Quattro instance.
Gather Required Task Information
Before you begin setting up Quattro, gather the following information - you need this
information to successfully configure Quattro:
• Identify whether you want to use Windows Authentication or Taskmaster Authentication
to allow Quattro access to Taskmaster.
• Identify the UNC server names of your QServer(s) and your Taskmaster Server ("Server").
• Identify the number of processors available on each QServer.
• For each of your applications, obtain the full UNC path and file names of the Admin and
Engine databases.
• For each of your applications or workflows, make a list that includes the following - be
sure to copy the names of these items exactly, as they are all case-sensitive, and Quattro
will not work if the names don't match.
The full path to and folder name of the application's/workflow's folder on the
Server.
Start up the Taskmaster Client, on the Settings menu, select Workflow and make
a list that includes the Application Name and the Workflow, Job, and Task name
of each background task that you want Quattro to process.
Next, select each Task in turn, click the Setup button, and add the Task's Profile
name to the list if it is different from the Task name.
Using database client software, open the application's Admin database, open the
dco table within the Admin database, and add the dco_id name for each workflow
to your list - the dco_id is usually identical to the name of the workflow as it
appears in the Taskmaster Client Administrator window.
• Taking into consideration the recommendations mentioned above and the number of
processors available on each QServer, identify which tasks from which workflows or
applications should run on which threads (the number of threads you can use are
determined by your license agreement).
Stop or Ensure Taskmaster Server Service is Stopped
This procedure provides instructions on how to stop or ensure the Taskmaster Server Service is
stopped on the Server.
1 From the Windows Start menu, select All Programs, select Datacap, select Taskmaster
Server, and click Taskmaster Server Manager.
On Windows 7 or Windows 2008, when UAC is on, the User Account Control window
opens. Click Yes.
The Taskmaster Server Manager window opens.
2 When the Status:
Shows as Stopped, continue with the next step.
Shows as Running, click Stop. A Stopping Service message is displayed. The
Status changes to Stopped when the service is stopped.
3 Close the Taskmaster Server Manager window.
Set Up Security on Datacap\MyApp Folders
This procedure provides instructions on how to set up the appropriate security permissions for
the C:\Datacap\MyApp1 and MyApp2 folders on the Server when the Server's operating
system is Windows 2003 or 2008. Note that other accounts were already granted security
permissions during the installation and configuration of IBM Datacap Taskmaster Capture.
1 On the Server, start Windows Explorer, navigate to and right-click the
C:\Datacap\MyApp1 folder and select Properties. The Properties dialog opens.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID of Rulerunner Quattro is set to allow Full
Control.
4 Navigate to and right-click the C:\Datacap\MyApp2 folder and select Properties. The
Properties dialog opens.
5 Click the Security tab to display it.
6 Add/ensure Domain/Windows User ID of Rulerunner Quattro is set to allow Full
Control.
Set Up Security on Datacap\RRS Folder
This procedure provides instructions on how to set up the appropriate security permissions for
the Taskmaster Server's C:\Datacap\RRS folder when the Server's operating system is
Windows 2003 or 2008. Note that other accounts were already granted security permissions
during the installation and configuration of IBM Datacap Taskmaster Capture.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap\RRS
folder and select Properties. The Properties dialog opens.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID of the Rulerunner Quattro is set to allow Full
Control.
In a client-server environment:
If a Taskmaster Server Service error is displayed
See the section titled Grant Taskmaster Server Service Log On as a Service Right to re-
grant the service the log on as a service right.
3 Close the Taskmaster Server Manager window.
Encrypt Taskmaster Login Password
When setting up Quattro to use Taskmaster Authentication, Quattro requires that the password
be encrypted. Additionally, you may want to temporarily use Taskmaster Authentication to
make changes to Quattro's configuration which also requires an encrypted password.
This procedure provides instructions on how to use Taskmaster's SitManager.exe to create the
encrypted password string you need.
1 On the QServer, start Windows Explorer, navigate to and open the
C:\Datacap\support\Sit folder.
2 Double-click the SitManager.exe. The Sit Manager window opens.
3 Type in the password you want to encrypt (for example, the password for Quattro's User
ID) and click Encrypt. A string is displayed in the Encrypted String field.
4 Click Test. A message box indicates the string was encrypted successfully.
5 Click OK to close the message box.
6 Highlight the encrypted string and copy it to your Windows clipboard (Ctrl+C) or to an
empty text file to save for later use.
7 Click Exit to close the Sit Manager window.
Connect to Application, Taskmaster Server, Database Combination
Before you can configure Quattro to run a task, you must connect to the specific combination
of application, Taskmaster Server, and databases for that task.
IMPORTANT
These instructions allow you to temporarily use Taskmaster Authentication and the
Taskmaster "admin" User ID and password to make your configuration changes. Follow the
instructions in Encrypt Taskmaster Login Password to encrypt the password for the
Taskmaster "admin" User ID before continuing with this procedure.
This procedure provides instructions on how to connect to the specific application, Taskmaster
Server and databases that relate to the task Quattro is to process.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager. The Rulerunner Quattro Manager
window opens.
2 If the Status displayed is Stopped, continue with the next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 Select the Taskmaster Authentication option to enable the login credential fields.
5 Enter the Taskmaster admin User ID, paste in the encrypted Password, and enter a
Station ID of "2", then click Connect. The button label changes to Disconnect.
6 Click the Workflow:Job:Task tab to display it. Application names are displayed in the
left pane, threads are displayed in the right pane.
7 In the left pane, click in the checkbox to the left of the application you want to work
with. The application tree expands with the Server, Administrator and Engine
databases selected.
8 Continue with the instructions in Configure Quattro to Run a Task.
Configure Quattro to Run a Task
Once you have connected to an application, Taskmaster Server and database combination, you
can set up threads to run tasks in that combination.
This procedure provides instructions on how to set up a thread and configure Quattro to run a
task using that thread. In general, if you click in a checkbox
1 With the Rulerunner Quattro Manager - Workflow:Job:Task window open, right-click
in the right pane to display the context menu items:
Expand all - Expands the details of all existing threads
Collapse all - Collapses the details of all existing threads
Threads - Clear - Deletes all existing threads
Threads - Add Thread - Adds a new, empty thread
Remove - Deletes the selected thread
2 Right-click, point at Threads, then select Add Thread. A new thread is created in the
right pane.
3 Repeat the previous step to create the threads you need.
4 To configure the individual threads to run one or more tasks, do one or more of the
following:
To: Do this:
Configure a thread to run all In the left pane, click the checkbox to the left of the
tasks in a workflow workflow name, then click the workflow name (it is
highlighted in blue) and drag it onto a thread in the
right pane
Configure a thread to run all In the left pane, click the checkbox to the left of the
tasks in a single job job name, then click the job name (it is highlighted in
blue) and drag it onto a thread in the right pane
Configure a thread to run In the left pane, click the checkbox to the left of each
two or more tasks from a task, then click the job (it is highlighted in blue) and
job drag it onto a thread in the right pane
Configure a thread to run a In the left pane, click the checkbox to the left of the
single task task, then click the task (it is highlighted in blue) and
drag it into a thread in the right pane
To configure a thread to run In the left pane, click the checkboxes to the left of
more than one job in the each job, then select the workflow (it is highlighted in
same application blue) and drag it onto a thread in the right pane
Remove a task from a In the right pane, right-click a task and select Remove
thread to delete it
Disable a thread In the right pane, click in the checkbox to the left of
the thread (the checkmark disappears), or right-click
the thread and select Remove to delete it entirely
Remove a thread In the right pane, right-click the thread and select
Remove
Remove all threads In the right pane, right-click, select Threads, then
select Clear
5 Click Save to save your changes.
6 To configure Quattro to run one or more tasks from a different application, Taskmaster
Server or database combination, continue with Disconnect and Reconnect to Different
Application Combination.
7 If you have completed your changes, click the Datacap Login tab to display it.
8 Click Disconnect. The button label changes to Connect.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
9 When using:
• Windows Authentication - Select the Windows Authentication option
• Taskmaster Authentication - Select the Taskmaster Authentication option, enter
the User ID of Quattro's domain account, the encrypted version of the password,
and the name of the QServer as the Station ID
10 Click Save.
11 Close the Rulerunner Quattro Manager window.
Disconnect and Reconnect to Different Application Combination
Once you have connected to an application, Taskmaster Server and database combination, and
configured Quattro to run one or more tasks from a single application, you must disconnect
from the application/Taskmaster Server/Admin and Engine database combination you are
working with before you can connect to a different application/Taskmaster Server/Admin and
Engine database combination.
There are two ways to disconnect and reconnect to a different application:
• After saving your changes, click the Datacap Login tab, click Disconnect - the button label
changes to Connect.
To connect to a different application, click the Connect button, then click the
Workflow:Job:Task tab, and select a different application, Taskmaster Server, Admin and
Engine databases. Continue with the instructions in Configure Quattro to Run a Task.
• After saving your changes, right-click the Engine database and select Disconnect, then
right-click the Taskmaster Server and select Disconnect. Check the status bar and ensure
you are disconnected from the Taskmaster Server and databases. Continue with the
instructions in Configure Quattro to Run a Task.
Once you have finished making your changes and have disconnected, ensure Quattro's
authentication credentials are correct (see the last steps in Configure Quattro to Run a Task).
Start Taskmaster Client Application
From a Workstation, start your Taskmaster Client application using your administrative User
ID, password and Station ID.
Run Application Tasks
Run your applications so that there are batches pending for Quattro to process.
Start Quattro
When you start the Datacap Quattro Control Service it immediately attempts to start
Rulerunner Quattro.
This procedure provides instructions on how to start or ensure Quattro is started.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window opens. Click Yes.
The Rulerunner Quattro Manager window opens with the Datacap Quattro tab
displayed on top.
2 If the Datacap Quattro Control Service Status displayed is Running, skip to the last step.
If the Status displayed is Stopped, continue with the next step.
3 Click Start. The Datacap Quattro Control Service status will change to Running.
4 Close the Rulerunner Quattro Manager window.
Monitor Batches during Quattro Processing
Monitor your batches using the Taskmaster Job Monitor to watch batches change status as they
are processed by Quattro.
For troubleshooting information, see Appendix D: Rulerunner Quattro Manager, the section
titled Troubleshooting Quattro.
View Batches Processed by Quattro using Job Monitor
This procedure provides instructions on how to monitor Rulerunner Quattro's processing using
the Taskmaster Client Job Monitor pane.
1 On the Workstation, with the application’s main window open, on the View menu,
select Job Monitor. The Job Monitor pane opens with information about existing
batches displayed.
2 Press <F5> periodically to refresh the Job Monitor pane and see the changes to the
batch task and status as Quattro runs the task or tasks for each batch and then, when
more than one batch is available, run tasks for one or more batches at the same time.
3 After Quattro has finished processing the tasks for all of the batches, the batches will be
displayed with the name of the next task and a Status of pending.
4 Close the Job Monitor pane.
5 Enter Quattro's User ID, paste in the encrypted Password, enter the appropriate Station
ID, then click Connect. The button label changes to Disconnect.
6 Click the Workflow:Job:Task tab to display it. APT is displayed in the left pane and
thread0 is displayed in the right pane.
7 On the Quattro Settings tab, select or ensure Stop on Abort is selected, then click Save.
8 On the Advanced Settings tab, select or ensure Restart Service is selected, and ensure
there is a value in the Restart Interval field (defaults to 14400 or four hours), then click
Save.
9 Click the Datacap Login tab to display it.
10 Click Disconnect. The button label changes to Connect.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
11 When using:
• Windows Authentication - Select the Windows Authentication option
• IBM Datacap Taskmaster Capture Authentication - Select the IBM Datacap
Taskmaster Capture Authentication option, enter the User ID of Quattro's account,
the encrypted version of the password, and the name of the QServer as the Station
ID
12 Click Save.
13 If you want to start Quattro, click the Datacap Quattro tab, then click Start. The Status
changes to Running.
14 Close the Rulerunner Quattro Manager window.
Restart Taskmaster Software
After successfully installing, configuring, and using Rulerunner Quattro to run additional
tasks, you can restart the IBM Datacap Taskmaster Capture software that was previously
running on other machines. Restart IBM Datacap Taskmaster Capture software on all
machines in the following sequence:
1 Taskmaster Server Service
2 Taskmaster Web and any Taskmaster web services (RV2, WRRS, Fingerprint Service,
etc.)
3 Taskmaster Client software (including Taskmaster Client, Taskmaster Web Client,
Taskmaster Client Service, Datacap Studio, Batch Pilot, etc.)
6 If you are using Windows Authentication, skip to step 11, otherwise, click OK to close
the message box, then click the Users tab to display it.
7 Click Add, and enter the User ID of the Taskmaster Client Service domain account,
then click Set Password, and enter the password of the Taskmaster Client Service
domain account, and then click OK and Apply. A message box indicates the new
settings will apply after currently signed on users log off and log back on again.
8 Click OK to close the message box. The Privileges, Permissions, and Groups pane is
enabled.
9 In the Privileges branch, expand the Client(s) item, select Taskmaster Sub (Client
Service), then click Apply. A message box indicates the new settings will apply after
currently signed on users log off and log back on again.
10 Click OK to close the message box, then scroll down to the Groups branch, and, at a
minimum, add the user to the Taskmaster Client Service group, then click Apply. A
message box indicates the new settings will apply after currently signed on users log off
and log back on again.
11 Click OK to close the message box and click the Stations tab to display it.
12 Click Add, and enter a Station ID and description for the Taskmaster Client Service
station, then click Apply. A message box indicates the new settings will apply after
currently signed on users log off and log back on again.
13 Click OK to close the message box, and in the Permissions branch, clear the All option,
and select the background tasks within every job that you want this station to process,
then click Apply. A message box indicates the new settings will apply after currently
signed on users log off and log back on again.
14 Click OK to close the message box, then click Done to close the IBM Datacap
Taskmaster Capture Administrator dialog.
Set Taskmaster Client Service Sharing Permissions for Datacap Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate Taskmaster Client
Service sharing permissions for the C:\Datacap folder when the Taskmaster Server's operating
system is Windows 2003. Note that other accounts were already granted sharing permissions
during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Sharing and Security. The Sharing tab is displayed.
2 The Datacap folder should already be shared.
3 Click Permissions. The Permissions for dialog is displayed.
4 Add the Taskmaster Client Service domain/Windows account and set to allow Full
Control.
Set Taskmaster Client Service Sharing Permissions for Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate Taskmaster Client
Service sharing permissions for the C:\Datacap folder when the Taskmaster Server's operating
system is Windows 2008. Note that other accounts were already granted sharing permissions
during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Sharing tab to display it, then click Advanced Sharing.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Advanced Sharing dialog opens.
3 The Datacap folder should already be shared.
4 Click Permissions. The Permissions for dialog is displayed.
5 Add the Taskmaster Client Service domain/Windows account and set to allow Full
Control.
Set Taskmaster Client Service Security Permissions for Datacap Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate Taskmaster Client
Service security for the C:\Datacap folder when the Taskmaster Server's operating system is
Windows 2003. Note that other accounts were already granted security permissions during the
installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Sharing and Security. The Sharing tab is displayed.
2 Click the Security tab to display it.
3 Add/ensure the Taskmaster Client Service domain/Windows account is set to allow
Read & Execute.
Set Taskmaster Client Service Security Permissions for Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate Taskmaster Client
Service security permissions for the C:\Datacap folder when the Taskmaster Server's operating
system is Windows 2008. Note that other accounts were already granted security permissions
during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Security tab to display it, then click Edit
When UAC is on, the User Account Control window is displayed. Click Yes.
The Permissions for dialog opens.
3 Add/ensure the Taskmaster Client Service domain/Windows account is set to allow
Read & Execute.
Repeat these instructions for each C:\Datacap\RRS folder on the Server - setting up these
security permissions at this level allows you to grant Taskmaster Client Service access to
specific applications.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap\RRS
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Security tab to display it.
3 Add/ensure the Taskmaster Client Service domain/Windows account is set to allow Full
Control.
If the required Taskmaster Options have not yet been installed on the TCSServer, follow the
instructions provided with each option to install them.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the Taskmaster CD
in the TCSServer's CD/DVD drive. If the installation process does not start
automatically, or if the package is on the network, open Windows Explorer, navigate to
and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Allow.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The License Agreement window opens.
6 Select the I accept the terms in the license agreement option and click Next. The Setup
Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Taskmaster Client Service
and the separately licensed connectors for which you have a license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish. A prompt to reboot your machine is displayed.
12 Click Yes to reboot.
Introduction to NENU
NENU (New Enhanced Notification Utility) is a Taskmaster software component that allows
you to set up batch monitoring, status notification, and automatic deletion of completed
batches. It can monitor the status of your Taskmaster applications and:
• Identify batches that meet certain criteria (for example, batches that aborted)
• Change the status of batches or their order in the job queue
• Delete batches or move them to another location
• Send email notifications or take other actions
For example, you can use NENU to locate batches that aborted, move them to another
Taskmaster application for exception processing, and report the results to a system
administrator via email.
You can run NENU in two modes:
• Manually using NENU Manager
• Automatically at scheduled times using the Windows Task Scheduler
NENU Components
NENU includes the following components:
• A library of actions for connecting to a Taskmaster application, querying the database for
batch information, modifying information within the database, moving or deleting batches,
and sending notifications. You can use these actions in rulesets within an existing
Taskmaster application, or you can create a new application specifically for batch
monitoring. For more information, see Summary of NENU Actions.
• The NENU Manager configuration utility for creating the required settings file and
executing NENU rulesets manually. For more information, see Run a Ruleset with NENU
Manager.
Uses for NENU
Here are a few examples of things you can do using NENU:
• Notify an administrator that something has gone wrong with a background server (for
example, a Quattro server)
• Correct a problem that comes up regularly and is usually fixed by, for example, resetting a
batch from aborted to pending
• Generate data for reporting with Datacap RV2 (for example, to take a snapshot of the
number of current users)
• Delete or archive old batches that have completed processing (replaces AutoDelete)
Determine Tasks to be Performed by NENU
Before you create your NENU application, determine the tasks you want NENU to perform.
2 Click the Sharing tab to display it. The folder should already be shared with the Share
name of Datacap.
3 Click the Sharing tab to display it, then click Advanced Sharing.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Advanced Sharing dialog opens.
4 Click Permissions. The Permissions for dialog is displayed.
5 Add/ensure the Domain/Windows User ID of NENU is set to allow Full Control.
Set NENU Account Security Permissions for Datacap Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate security for the NENU
account on the Taskmaster Server's shared C:\Datacap folder when the Server's operating
system is Windows 2003. Note that other accounts were already granted security permissions
during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Sharing and Security. The Sharing tab is displayed.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID for NENU is set to allow Read & Execute.
Set NENU Account Security Permissions for Datacap Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate security for the NENU
account on the Taskmaster Server's shared C:\Datacap folder when the operating system is
Windows 2008. Note that other accounts were already granted security permissions during the
installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap
folder and select Properties. The Properties dialog is displayed.
2 Click the Security tab to display it.
3 Add/ensure the Domain/Windows User ID of NENU is set to allow Read & Execute.
Set NENU Account Security Permissions for Datacap\RRS Folder
This procedure provides instructions on how to set up the appropriate security for the NENU
account on the Taskmaster Server's shared C:\Datacap\RRS folder when the Server's operating
system is Windows 2003 or 2008. Note that other accounts were already granted security
permissions during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap\RRS
folder and select Properties. The Properties dialog opens.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID of NENU is set to allow Read & Execute.
Installation Instructions for Developer Workstation
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard on a developer's Workstation (referred to as the "DevWorkstation") to
install the Taskmaster Client software components. The components you install include:
Taskmaster Client and sample applications, the separately licensed applications for which you
have a license, Datacap Studio, DotScan, DotEdit, NENU, and the separately licensed
connectors for which you have a license.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the Workstation’s CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 7, when UAC is on, the User Account Control window opens. Click Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows XP, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The Software License Agreement window opens.
6 Select the I accept the terms in the license agreement option, then click Next. The
Setup Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all features except Taskmaster Client, the separately licensed applications for
which you have a license, and the separately licensed connectors for which you have a
license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish.
NOTE
The Taskmaster Application Service is case-sensitive; when adding or changing entries in
the datacap.xml file, ensure the case matches the case of the UNC paths, folders and file
names.
1 Before you begin, identify the names and locations of the applications you want the
Taskmaster Application Service to be aware of.
2 From either the DevWorkstation or the Server, start Notepad, navigate to, and open the
datacap.xml file on the Server. It contains lines that look like this:
<datacap ver="8.0">
<app name="1040ez" ref="1040EZ"/>
<app name="Express" ref="Express"/>
<app name="Flex" ref="Flex"/>
3 To delete references to applications that do not exist or have not been configured for
use, delete the corresponding <app name= lines. For example, when the only application
on the Taskmaster Server is the APT application, delete all of the lines except the line
for the APT application so your end result looks like this:
<datacap ver="8.0">
<app name="APT" ref="\\TASKMASTERSERVER\Datacap\APT"/>
</datacap>
4 To add references to applications that exist, add a line that reflects the name of the
application and the full UNC path to the application folder. For example, when adding
a line for the NENU application, your end result looks like this:
<datacap ver="8.0">
<app name="APT" ref="\\TASKMASTERSERVER\Datacap\APT"/>
<app name="NENU" ref="\\TASKMASTERSERVER\Datacap\NENU"/>
</datacap>
See the section titled Grant Taskmaster Server Service Log On as a Service Right to re-
grant the service the log on as a service right.
3 Close the Taskmaster Server Manager window.
Start Datacap Studio and Open NENU Application
1 On DevWorkstation, from Windows Start menu, select All Programs, select Datacap,
select Datacap Studio, then select Datacap Studio again.
When UAC is on, the User Account Control window is displayed. Click Yes.
The Select Applications - Applications window is displayed.
2 Select the NENU application, and click Next. The Select Applications - Taskmaster
Login window is displayed.
3 Enter the default Taskmaster Admin User ID, Password, and Station ID, then click
Finish. The Datacap Studio window opens with the Rulemanager tab displayed.
Delete All Rulesets in NENU Application
When you use the Datacap Studio Application Wizard to create a new RRS application, the
new application contains a default ruleset structure that can be deleted from a NENU
application that only performs monitoring of another application.
This procedure provides instructions for deleting default rulesets from an application created
using the Application Wizard.
1 With the new application open in Datacap Studio, click the top Ruleset (i.e. VScan).
2 Click Lock/Unlock ruleset. The blue open lock icon changes to orange and locked.
3 Click Remove object. A prompt to confirm the deletion is displayed.
4 Click Yes. A warning message is displayed indicating the Document Hierarchy
contains references to a (now) nonexistent ruleset.
5 Click OK. The message box closes and the top ruleset is selected.
6 Repeat steps 2 through 5 to delete all of the rulesets.
7 On the Document Hierarchy tab, click Lock DCO for editing. A warning message is
displayed indicating the Document Hierarchy contains references to nonexistent
rulesets, and prompts you to confirm the deletion of these references.
8 Click Yes. The blue open lock icon changes to orange and locked.
9 Click Save changes.
10 Click Unlock DCO. The orange locked icon changes to blue and unlocked.
Add NENU Actions to NENU Application
This procedure provides instructions that demonstrate how to create a simple ruleset to check
the status of batches within a specified application workflow and email the results to an
administrator.
1 On the Task Profiles tab, click Lock/Unlock task profiles to lock the task profiles list for
editing. The blue unlocked icon changes to orange and locked.
2 Click Add a new task profile to create a new task. A window opens.
3 Select Custom and enter a name for the new task (for example, “NENU”), then click
OK. The window closes and the task name is displayed in the Task Profiles tab.
NOTE
The LogSendEmail action takes multiple parameters but in most cases only the
“addressTo” parameter is required. To get information about the other parameters,
select LogSendEmail in the Actions Library tab and click the Display information about
an action or namespace button to view the embedded help.
14 On the Rulesets tab, click Save changes. Then click Lock/Unlock ruleset and choose
Publish ruleset. The orange locked icon changes to blue and unlocked.
15 On the Document Hierarchy tab, click Lock DCO for editing to lock the DCO for
editing. The blue unlocked icon changes to orange and locked.
16 Expand the top (batch) level of the DCO and, within the Open node, select (global).
17 On the Rulesets tab, select the NENU ruleset’s Rule 1 and then click Add to DCO.
18 On the Document Hierarchy tab, click Save changes and then click Unlock DCO to
unlock the DCO. The orange locked icon changes to blue and unlocked.
Run a Ruleset with NENU Manager
This procedure provides instructions on how to run a ruleset manually using NENU Manager.
Running NENU manually is useful when you are testing the ruleset before you set Windows
Scheduler up to run it automatically
1 From the DevWorkstation's Windows Start menu, select All Programs, select Datacap,
select Taskmaster Client, and select NENU Manager.
When UAC is on, the User Account Control window is displayed. Click Yes.
The NENU Manager window opens.
2 Click Create. NENU Manager generates a default settings file.
3 To modify the default settings, click in the empty field to the right of the "lib" label,
then either select a value from the drop-down list, or enter a value. Modify the
following:
lib Select the name of the NENU application (the application containing the
NENU task profile).
tprofile Select the name of the NENU task profile.
action_log_level Select the logging level for action messages (0 provides maximum
information).
log_override Select True to create a new log file; False to append to the existing log
file.
log_reflush Select True to ensure all messages are written to the log even in the case
of an exception (slower but easier to debug).
service_log Select the logging level for service messages (0 provides maximum
information).
4 Ensure Place settings file in the batch directory is selected. This creates a subfolder
beneath the application’s Batches folder for the NENU working files.
5 Click Save to generate the settings file. The Settings.xml file is saved in the NENU
folder of the selected application’s “batches” folder.
6 Click Run Profile to test the task profile. A message confirms the task was completed
and instructs you to check the log file.
7 Click OK. The message box closes.
8 Using Windows Explorer, open the NENU folder under application’s “batches” folder
(for example, C:\Datacap\NENU\batches\NENU_NENU) and review the log file (for
example, nenu_rrs.log).
9 If you configured the NENU ruleset to send an email, check your email inbox for a
message that contains the contents of the NENU log.
Configure Windows Task Scheduler to Run Ruleset Automatically (Windows 2003)
This procedure provides instructions on how to set up a scheduled Windows task to execute
the NENU task profile you created, and the security options to set to ensure the task runs
successfully when the operating system is Windows 2003. You must use the Windows
Scheduler that is on the machine on which the NENU component (NENU.exe) is installed.
1 On the Start menu, select All Programs, select Accessories, select System Tools, then
select Scheduled Tasks.
2 Double-click Add Scheduled Task and click Next.
3 Click Browse, select C:\Datacap\tmclient\NENU.exe, and click Open.
4 Enter a name for the task (for example, NENU) and select when to perform the task (for
example, Daily). Then click Next.
5 Specify the other scheduling parameters and click Next.
6 Enter the username and password for an account with local administrator rights. Then
click Next.
7 In the Summary window, select Open advanced properties for this task when I click
Finish. Then click Finish.
8 In the Run field, append the path and filename for the NENU settings file in quotation
marks, for example:
"C:\Datacap\NENU\Batches\NENU_NENU\Settings.xml"
9 Click OK. The application is now set to run automatically at the time you specified.
Configure Windows Task Scheduler to Run Ruleset Automatically (Windows 7, Windows 2008)
This procedure provides instructions on how to set up a scheduled Windows task to execute
the NENU task profile you created, and the security options to set to ensure the task runs
successfully when the operating system is Windows 7 or Windows 2008. You must use the
Windows Scheduler that is on the machine on which the NENU component (NENU.exe) is
installed.
1 From the Start menu, select Control Panel, select Administrative Tools, then select Task
Scheduler.
2 Under Task Scheduler (Local), right-click Task Scheduler Library and choose New
Folder.
3 Enter Datacap and click OK to create a new folder for your Datacap scheduled tasks.
4 Expand the Task Scheduler Library and select the Datacap folder.
5 In the Actions panel, click Create Basic Task. The Create Basic Task Wizard opens.
6 In the Create a Basic Task dialog, enter a name for the task and click Next. The Task
Trigger dialog is displayed.
7 In the Task Trigger dialog, select Daily and click Next. The Daily dialog is displayed.
8 In the Daily dialog, enter the Start date and time, and click Next. The Action dialog is
displayed.
9 In the Action dialog, select Start a program and click Next. The Start a Program dialog
is displayed.
10 In the Program/script field, browse and select
C:\Datacap\tmclient\NENU.exe
C:\Datacap\NENU\Batches\NENU_NENU\Settings.xml
In order to delete old batches from the system, you must remove the information from the
“batches” folder and the engine database. Typically you will move the data to a backup
location:
• You can move the batch folders to any available local drive or network share using the
ProcessMoveBatches action. For an example, see Sample AutoDelete Ruleset.
• You must move the database information to another database with the same format as the
engine database. The easiest way to create the database is to create another Taskmaster
application. You can then move the records use the ProcessMoveDBRecords action. For
an example, see Sample AutoDelete Ruleset.
Sample AutoDelete Ruleset
The sample ruleset found below removes all batches that were completed more than five days
ago (the age is specified in seconds). It uses a separate Taskmaster application called
“BackupApp” as an archive repository for the batches and database records that are removed
from the production application (“APT” in this example).
Each of the actions in the sample AutoDelete ruleset is described in the following table. For
more information, see the section titled Summary of NENU Actions or the embedded help in
Datacap Studio.
AutoDelete
Rule1
Function1
SetApplication(“APT”) ; Set application to APT
SetUser(“admin”) ; Set username
SetPassword(“admin”) ; Set password
SetStation(“1”) ; Set station
SetupOpenApplication() ; Connect to APT application
QuerySetStatus(“Job done”) ; Locate batches with status “Job done”
QuerySetAge(“432000”, False) ; Locate batches completed more than 5 days
ago (age is specified in seconds)
ProcessRunSQLQuery() ; Execute query
ProcessMoveBatches(“G:\BackupApp\batches”) ; Move batch folders to backup location
ProcessMoveDBRecords(“BackupApp”, “”, “”, ; Move database records to backup application
“”, False, “admin”, “admin”, “1”, True) database
Category Description
Reporting Used to write information to the report tables in the engine database for use
by Datacap RV2
Embedded help is available for all NENU actions from within Datacap Studio. To access the
embedded help, select an action in the Actions Library tab and click the information button.
Brief descriptions of the available actions are provided in the sections that follow. For detailed
information, including information about parameters, refer to the embedded help.
NENU Application Setup Actions
This table lists the application setup actions provided by NENU:
Action Description
SetApplication Specifies the name of the application used by
SetupOpenApplication.
SetUser Specifies username used by SetupOpenApplication.
SetPassword Specifies station ID used by SetupOpenApplication.
SetStation Specifies station ID used by SetupOpenApplication.
SetServer Specifies the name of the server used by SetupOpenApplication.
This is specified in the “name” attribute in the application’s
configuration file. This action is only required if the application
you are connecting to has multiple servers defined.
SetupDisconnectAll Closes the connections to all Taskmaster databases that were
opened by NENU actions. Some NENU actions close the
connection automatically after executing a query.
SetupOpenApplication Connects to an application using the information specified earlier
with SetApplication, SetUser, SetPassword, and SetStation.
SetupOpenApplicationEx Connects to the application specified by the first parameter using
the login information specified by the remaining parameters.
This provides an alternative to SetupOpenApplication.
The other actions in the batch processing category let you manipulate the batches identified in
the query results recordset.
Action Description
ProcessChangeBatchStatus Changes the status attribute (qs_status) for each batch in
the returned recordset. The database connection is then
closed.
Action Description
ProcessChangeBatchStatusOrder Changes the status (qs_status) and order (qu_tsorder)
attributes for each batch in the returned recordset. The
database connection is then closed.
ProcessChangeBatchStatusTaskOrder Changes the status (qs_status), order (qu_tsorder), and
task (qu_task) attributes for each batch in the returned
recordset. The database connection is then closed.
ProcessClearAuditTable Deletes all records from the audit table in the application’s
admin database.
ProcessClearDebugTable Deletes all records from the debug table in the
application’s engine database.
ProcessDeleteBatches Deletes the folder specified by the batch attribute
(pb_batchdir) for each batch in the returned recordset.
ProcessMoveBatches Moves the folder specified by the batch attribute
(pb_batchdir) to a new location for each batch in the
returned recordset.
ProcessMoveDBRecords For each batch identified in the returned recordset, this
action moves the associated database records from queue,
qstats, and tmbatch to a different application database.
You can optionally delete the records from the source
database.
ProcessResetPendingOrNotify This is typically used to reset aborted batches and changes
the batch status to “pending,” but only for the maximum
number of times specified by parameter 1. For example, if
you specify ‘3,’ NENU will reset the batch status a
maximum of three times. After the third attempt it will
send an email to the specified recipient.
ProcessRunSqlQuery Executes the current query string.
Note
When Taskmaster Web, RV2 or Web Rulerunner Service (Rulerunner running as a web
service) are installed on the same WebServer, they must use the same domain/Windows
account.
security for the C:\Datacap folder. Note that other accounts were already granted security
permissions during the installation and configuration of Taskmaster.
Add/ensure Domain/Windows User ID of Rulerunner is set to allow Read & Execute.
Set Rulerunner Account Security Permissions for Datacap\RRS Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate security permissions for
the C:\Datacap\RRS folder on the Server that is hosting the Datacap folder when the Server’s
operating system is Windows 2003. Note that other accounts were already granted security
permissions during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to, right-click the C:\Datacap\RRS
folder, and select Sharing and Security. The Sharing tab is displayed.
2 Click the Security tab to display it.
3 Add/ensure local ASP.NET Machine Account (Server\ASPNET) and local Internet
Guest Account (Server\IUSR_SERVER) are both set to allow Full Control.
4 Add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
Set Rulerunner Account Security Permissions for Datacap\RRS Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate security permissions for
the C:\Datacap\RRS folder on the Server that is hosting the Datacap folder when the Server’s
operating system is Windows 2008. Note that other accounts were already granted security
permissions during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to and right-click the C:\Datacap\RRS
folder and select Properties. The Properties dialog opens with the General tab
displayed.
2 Click the Security tab to display it, then click Edit.
When UAC is on, the User Account Control window is displayed. Click Continue.
The Permissions dialog opens.
3 Add/ensure NETWORK SERVICE and local IUSR are both set to allow Full Control.
4 Add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
Set Rulerunner Account Security Permissions for Batches Folder (Windows 2003)
This procedure provides instructions on how to set up the appropriate security for the
C:\Datacap\Application\Batches folder on the Server that is hosting the Datacap folder when
the Server’s operating system is Windows 2003. Note that other accounts were already
granted security permissions during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to, right-click the
C:\Datacap\Application\Batches folder (for example C:\Datacap\APT\Batches), and
select Properties. The Properties dialog opens with the General tab displayed.
2 Click the Security tab to display it.
3 Add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
Set Rulerunner Account Security Permissions for Batches Folder (Windows 2008)
This procedure provides instructions on how to set up the appropriate security for the
C:\Datacap\Application\Batches folder on the Server that is hosting the Datacap folder when
the Server’s operating system is Windows 2008. Note that other accounts were already
granted security permissions during the installation and configuration of Taskmaster.
1 On the Server, start Windows Explorer, navigate to, right-click the
C:\Datacap\Application\Batches folder (for example C:\Datacap\APT\Batches), and
select Properties. The Properties dialog opens with the General tab displayed.
2 Click the Security tab to display it, then click Edit.
When UAC is on, the User Account Control window is displayed. Click Continue.
The Permissions dialog opens.
3 Add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
NOTE
When RV2, Taskmaster Web, or Web Rulerunner Service are installed on the same web
server, they must use the same domain/Windows account.
This procedure provides instructions on how to update the machine.config file on the
RRServer hosting Rulerunner as a web service when the operating system is Windows 2003.
1 On the RRServer, use Windows Explorer to navigate to and use a text editor such as
Notepad to open
C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG\machine.config
2 Locate the line that contains only <system.web> and the next line starting with
<processModel …
CAUTION
There are multiple occurrences of "<system.web>" in the machine.config file. Be sure
you locate the occurrence where "<system.web>" is the only text on the line, and that
the next line starts with "<processModel".
3 Add the following information to the <processModel line so that it reflects information
for the Rulerunner domain/Windows account that you want to use:
<processModel autoConfig="true" enable="true"
userName="DOMAIN\RulerunnerAccountName"
password="RulerunnerAccountPassword"/>
4 Save the changes to machine.config and close the file.
Grant Rulerunner Access to IIS Metabase (Windows 2003)
On the Windows 2003 RRServer that will host Rulerunner as a web service, grant Rulerunner's
domain/Windows account access to the IIS metabase and other directories used by ASP.NET.
This procedure provides instructions on how to run Microsoft's ASP.NET IIS Registration
Tool (version 2 of .NET Framework) with the grant access parameter (-ga) to grant the
Rulerunner account access to the IIS metabase. For more information about the tool, search
for "aspnet_regiis.exe" on the Microsoft website.
1 On the RRServer, from the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s).
4 Run the aspnet_regiis.exe with the -ga parameter followed by the domain name, a
backslash, then the Rulerunner account name;
for example (no line breaks):
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -ga
DOMAIN\RulerunnerAccountName
then press <ENTER>.
A "Start granting… access" message is displayed, followed by a "Finished granting…
access" message.
5 Close the DOS command prompt window.
Grant DCOProcessor Permissions to Rulerunner in DCOM Config (Windows 2003)
On the Windows 2003 RRServer that will host Rulerunner, in Administrative Tools >
Component Services > Computers > My Computer > DCOM Config > right-click
DCOProcessor, select Properties, then click the Security tab. Add and grant Local Launch and
Local Activation permissions to the Rulerunner account.
Confirm IIS Configuration on Windows 2003 Server
Confirm that Internet Information Services (IIS) Manager was installed on your Windows
2003 WebServer.
The IBM Datacap Taskmaster Capture install package installs the Microsoft .NET Framework
when needed. If you run the Taskmaster InstallShield Wizard before installing IIS, the
ASP.NET application script maps may not point to the correct ASP.NET ISAPI version.
If you are not sure that IIS was installed prior to the Taskmaster installation, run Microsoft’s
ASP.NET IIS Registration Tool (aspnet_regiis.exe) with the installation parameter (-i).
Running the tool ensures the ASP.NET application script maps point to the appropriate
ASP.NET ISAPI version. For instructions on running the tool, see Run aspnet_regiis.exe. For
more information about the tool, search for “aspnet_regiis.exe” on the Microsoft website.
Run aspnet_regiis.exe
This procedure provides instructions on how to run Microsoft’s aspnet_regiis.exe to update the
ASP.NET application script maps to point to the appropriate ASP.NET ISAPI version.
1 From the Windows Start menu, select Run. The Run dialog opens.
2 In the Open field, type cmd, and click OK. A DOS command prompt window opens.
3 Locate the aspnet_regiis.exe (for example, from your C:\> prompt, type: dir
aspnet_regiis.exe /s)
4 Run the aspnet_regiis.exe with the -i parameter (for example:
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -i)
Progress messages are displayed indicating the start and completion of the installation.
5 When the installation has finished, exit/close the DOS window.
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the machine's CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The License Agreement window opens.
6 Select the I accept the terms in the license agreement option and click Next. The Setup
Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Rulerunner Web Service
and the separately licensed connectors for which you have a license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish.
Set Up WRRS Folder Account Permissions for Rulerunner (Windows 2003)
This procedure provides instructions on how to set up the appropriate security for the \WRRS
folder on the RRServer when the RRServer’s operating system is Windows 2003.
1 On the RRServer, start Windows Explorer, navigate to, right-click the
C:\Datacap\WRRS folder, and select Sharing and Security . The Sharing tab is
displayed.
2 Click the Security tab to display it.
3 Add/ensure local ASP.NET Machine Account (Server\ASPNET) and local Internet
Guest Account (Server\IUSR_SERVER) are both set to allow Read & Execute.
4 Add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
Create and Share Virtual Directory for Rulerunner Running as Web Service (Windows 2003)
These instructions assume you will create a virtual directory for Rulerunner running as a web
service nested within the RRServer’s Default Web Site.
This procedure provides instructions on how to create a virtual directory for Rulerunner
running as a web service.
1 On the RRServer's Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, and double-click Internet Information Services to open the
Internet Information Services window.
2 Expand the computer on which you want to create the virtual directory, expand its Web
Sites folder, right-click the Default Web Site, and on the shortcut menu, select New,
then select Virtual Directory. The Welcome page of the Virtual Directory Creation
Wizard opens.
3 Click Next. The Virtual Directory Alias page is displayed.
4 Enter RRS as the alias, then click Next. The Web Site Content Directory page is
displayed.
5 Enter the full path of or use the Browse button to navigate to and select the
C:\Datacap\WRRS folder, then click OK. The Web Site Content Directory page
reappears with the full path to the WRRS folder displayed.
6 Click Next. The Access Permissions page is displayed.
7 Select the Read, Run scripts, and Execute options, then click Next. The completion
page of the Virtual Directory Creation Wizard is displayed.
8 Click Finish. The Wizard closes and the new RRS virtual directory is displayed in the
Internet Information Services window.
9 Right-click RRS, select Properties from the shortcut menu. The RRS Properties window
is displayed with the Virtual Directory tab on top.
10 Click the ASP.NET tab to display it and confirm the ASP.NET version is 2.0.nnnnn. If
it is not, you cannot continue with this procedure. To recover, ensure that you installed
the correct version of IBM Datacap Taskmaster Capture:
If you did not, begin this entire process over again with the correct version of the
IBM Datacap Taskmaster Capture software.
If you did, follow the instructions to Run aspnet_regiis.exe to update the ASP.NET
application script maps.
11 Click OK to save the settings and close the RRS Properties window.
Set or Confirm Timeout Parameters for Rulerunner Running as Web Service (Windows 2003)
This procedure provides instructions on how to set or confirm the timeout parameters affecting
Rulerunner running as a web service.
1 From the RRServer’s Windows Start menu, select Settings, select Control Panel, select
Administrative Tools, and double-click Internet Information Services to open the
Internet Information Services window.
2 Expand the computer, expand its Web Sites folder, expand its Default Web Site, right-
click the RRS virtual directory, and select Properties from the shortcut menu. The RRS
Properties dialog opens with the Virtual Directory tab displayed on top.
3 Click the Configuration button. The Application Configuration window opens.
4 Click the Options tab to display it.
5 Select or ensure the Enable session state option is selected and the Session timeout field
is set to 20 minutes.
6 Select or ensure the Enable parent paths option is selected and the ASP Script timeout
field is set to 1200 seconds.
7 Click OK to close the Application Configuration window.
8 Click the ASP.NET tab to display it.
9 Click the Edit Configuration button. The ASP.NET Configuration Settings window
opens with the General tab displayed on top.
10 Click the Application tab to display it.
11 Select or ensure the Request execution timeout field is set to 1200 seconds, then click
Apply if you have made any changes.
12 Click State Management tab to display it.
13 Select or ensure the Session timeout field is set to 20 minutes, then click Apply if you
have made any changes.
14 OK to save, and click OK to close the RRS Properties dialog.
Set Web Site Isolation Mode for Rulerunner (Windows 2003)
This procedure provides instructions on how to set the service to run in IIS 5.0 Isolation Mode
on a Windows 2003 IIS 6 Server.
1 On the RRServer, with the Internet Information Services (IIS) Manager window open,
expand the computer on which you created the virtual directory, right-click Web Sites,
and on the shortcut menu, select Properties. The Web Site Properties dialog opens.
2 Click the Service tab to display it.
3 Select Isolation Mode: Run WWW Service in IIS 5.0 Isolation Mode, and click OK. A
message box related to restarting IIS is displayed.
4 Click Yes. The message box and Web Site Properties dialog close, and IIS is restarted.
1 From the WebServer's Windows Start menu, select Control Panel, and on the Control
Panel Home window, select Administrative Tools, and then select Server Manager. The
Server Manager window opens.
2 In the Server Manager hierarchy pane, expand Roles, and then select Web Server (IIS).
The Web Server (IIS) window opens.
3 In the Web Server (IIS) pane, under Common HTTP Features, ensure Static Content is
installed.
4 In the Web Server (IIS) pane, scroll down to the Role Services section, and under
Application Development, ensure the ASP.NET and ASP modules are installed.
5 In the Web Server (IIS) pane, scroll down to the Management Tools section and ensure
IIS Management Console is installed.
6 Close the Server Manager window.
Install Web Rulerunner Service on RRServer
This procedure provides instructions on how to run the IBM Datacap Taskmaster Capture
InstallShield Wizard to install the Web Rulerunner Service component and the separately
licensed connectors for which you have a license.
These instructions apply to Windows 2003 and Windows 2008 servers (referred to as
"RRServer").
WARNINGS
The steps for installing and configuring on more than one machine are significantly
different than the steps for installing on a single machine. For information on how to
install on a single machine, see Chapter 4 Install, Configure, and Run on Single
Machine.
While the installation package (Setup.exe) can be located anywhere (for example, on an
accessible network drive, in the machine's CD/DVD drive), the destination of the
installed software must be on a physical hard drive of the machine from which you run
the Setup.exe.
Your initial IBM Datacap Taskmaster Capture software installation must be into the
C:\Datacap folder. If you do not use this installation path, the sample and foundation
applications will not function out of the box without additional changes.
1 Make the installation package available on your network, or insert the IBM Datacap
Taskmaster Capture CD in the machine's CD/DVD drive. If the installation process
does not start automatically, or if the package is on the network, open Windows
Explorer, navigate to and double-click the Setup.exe.
On Windows 2008, when UAC is on, the User Account Control window opens. Click
Yes.
The Select the language window opens.
2 Select the appropriate language, then click OK.
3 When additional, redistributable software is required, the InstallShield Wizard installs
it.
On Windows 2003, if Microsoft .NET Framework 3.5 is installed during this step, a
reboot is required before the InstallShield Wizard can continue. Reboot the machine,
and the Wizard will continue.
4 The InstallShield Wizard displays a Preparing to Install... window followed by the
InstallShield Wizard Welcome window.
5 Click Next. The License Agreement window opens.
6 Select the I accept the terms in the license agreement option and click Next. The Setup
Type window is displayed with the Complete option selected.
7 Select the Custom option, then click Next. The Custom Setup window is displayed.
8 Exclude all components from the installation process except Rulerunner Web Service
and the separately licensed connectors for which you have a license.
9 Click Next. The Ready to Install the Program window is displayed.
10 Click Install. The Installation Wizard displays progress messages and a progress
indicator, and when complete, displays the InstallShield Wizard Complete window.
11 Click Finish.
Set Up WRRS Folder Account Permissions for Rulerunner (Windows 2008)
This procedure provides instructions on how to set up the appropriate security for the \WRRS
folder on the RRServer when the RRServer’s operating system is Windows 2008.
1 On the RRServer, start Windows Explorer, navigate to, right-click the
C:\Datacap\WRRS folder, and select Properties . The Properties dialog opens with the
General tab displayed.
2 Click the Security tab to display it, then click Edit.
When UAC is on, the User Account Control window is displayed. Click Continue.
The Permissions dialog opens.
3 Add/ensure NETWORK SERVICE and IUSR are set to allow Read & Execute,
add/ensure Domain/Windows User ID of Rulerunner is set to allow Full Control.
4 Click Apply and then OK to save your changes and close the dialog.
Set IIS ASP Request Size Limit (Windows 2008)
Depending on the usual size of the images that will be processed, you should adjust the default
Maximum Requesting Entity Body Limit (maxRequestEntityAllowed).
This procedure provides instructions on how to locate and change the Maximum Requesting
Entity Body Limit when the operating system is Windows 2008.
1 From the RRServer's Windows Start menu, select Control Panel, and on the Control
Panel Home window, click System and Maintenance. The System and Maintenance
window opens.
2 Click Administrative Tools. The Administrative Tools window opens.
3 Double-click Internet Information Services.
When UAC is on, the User Account Control window opens. Click Continue.
The Internet Information Services (IIS) Manager window opens.
4 In the Connections pane, select the RRServer. The Home pane is displayed.
5 In the Home pane, scroll down to the IIS area and double-click ASP.
If ASP is not displayed, ensure it was installed, then restart IIS and the ASP icon should
be displayed.
The ASP properties pane is displayed.
6 In the Behavior section, expand Limits Properties. Additional properties are displayed.
7 Locate Maximum Requesting Entity Body Limit (maxRequestEntityAllowed), change
the value (expressed in number of bytes) to reflect the appropriate size; for example,
from 200000 (200 kb) to 10238976 (10MB), then tab out. The Apply button in the
Actions pane is enabled.
8 In the Actions pane, click Apply. A message box indicates the change was saved.
9 Close the Internet Information Services (IIS) Manager window.
Create and Share Rulerunner Web Site (Windows 2008)
This procedure provides instructions on how to create the Rulerunner web site when Web
Rulerunner Service is installed in a Windows 2008 IIS 7 environment.
1 From the RRServer's Windows Start menu, select Control Panel, and on the Control
Panel Home window, click System and Maintenance. The System and Maintenance
window opens.
2 Click Administrative Tools. The Administrative Tools window opens.
3 Double-click Internet Information Services.
When UAC is on, the User Account Control window opens. Click Continue.
The Internet Information Services (IIS) Manager window opens with a Connections
pane on the left.
4 In the Connections pane, expand the computer on which the web site will reside, and
expand Sites, right-click the Default Web Site, and select Add Application from
shortcut menu. The Add Application dialog opens.
5 Select or enter the following on the Add Application dialog:
Alias: RRS
Application pool: Classic .NET AppPool
Physical path: C:\Datacap\WRRS
and click OK to save your settings. The Add Application dialog closes.
6 In the Connections pane, select Application Pools. The Application Pools pane is
displayed.
7 In the Actions pane, select Set Application Pool Defaults. The Application Pool
Defaults window opens.
8 Select the Classic .NET AppPool and in the Actions pane, under Manage Application,
select Advanced Settings. The Advanced Settings dialog opens.
9 Ensure Enable 32-Bit Applications is set to True.
10 Click the browse button to the right of the Process Model Identity. The Application
Pool Identity window opens.
11 Select Custom account and click Set. The Set Credentials window opens.
4 Select the Rulerunner Web Service option, enter the URL to the RRS (for example:
http://RRServer/rrs), then click Test Connection. A Remote RRS Session Available
message is displayed in the status bar.
5 Click Done. A message is displayed identifying the changes made, and prompting you
to confirm the change.
6 Click Yes. The Batch Profiler- Batch Pilot window closes and the Taskmaster
Administrator dialog reappears.
7 Click Apply.
Test Taskmaster Application Using Rulerunner as a Web Service
Once you have set up at least one task in the Taskmaster Client application to use Rulerunner
running as a web service, create a batch and process it through that task. If the task completes
successfully, open the application’s batches folder, and open the log file associated with that
task. The log file should contain a “RRS is REMOTE” entry that confirms the task used
Rulerunner running as a web service.
2 Press <End> to move the cursor to the end of the Target field. There may or may not be
an authentication parameter (either -tma or -nta).
a) If an authentication parameter appears, change it to or ensure it is -nta
b) If no authentication parameter appears, after the application name, add a space, then
-nta
The Target field should look like this:
C:\Datacap\tmclient\tmclient.exe -dcapp:APT –nta
Fingerprint Maintenance
The Fingerprint Maintenance Tool (FMT) allows you to keep information about your
fingerprints synchronized in all of the places fingerprint information is stored, including your
application's Fingerprint Database and fingerprint data files.
Delete Fingerprint
To delete a fingerprint when you know the Fingerprint ID, do the following:
1 Start the Fingerprint Maintenance Tool.
2 Click the Show Statistics button to display information about all existing fingerprints.
3 Select the ID of the fingerprint that you want to delete.
4 Click the Delete Selected button.
5. Enter two alphabetic characters - these become the first two characters of the
exported fingerprint-related files - , then click OK. The window closes and the
exported files are placed in the application's \fingerprint\Fingerprint Export folder.
6. For instructions on adding these exported fingerprints to the target application
environment, see Add Selected Fingerprints.
Chapter 6
Also ensure that all developers have logged off and all background client processes have been
shut down, including Taskmaster Client Service, Quattro, Datacap Studio, NENU, RV2, Batch
Pilot, etc.
Ensure All Taskmaster Web Sites and Services are Shut Down
Before you begin uninstalling, ensure that you have stopped the Taskmaster Web site and any
other Taskmaster sites or web-based services (RV2, WRRS, Fingerprint Service, etc.)
2 Using Windows Explorer, navigate to your backup folder and, if necessary, the
appropriate subfolder.
3 Right-click in the folder and select Paste Shortcut from the shortcut menu.
Using Windows Administrative Tools > Internet Information Services (IIS) Manager, expand
the computer, expand Sites, right-click the web site or virtual folder, and select Remove from
the shortcut menu.
Appendix A
On Do This
Workstation Log onto RV2, View Standard Report
http://127.0.0.1/RV2/Login.aspx
Select Batch Productivity report, select 1040EZ, click Run Report
On Do This
Workstation Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
Workstation Run Thin Client
Start IE, and enter the URL (http://127.0.0.1/tmweb.net )
Sign on as Taskmaster user "admin"
Run/test thin client using the images found in the application's process
folder, and confirm each job in the workflow is processing correctly (will
have to switch back to thick client to run some jobs)
On Do This
Workstation Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Click Service tab, change path to reflect the location where the datacap.xml
file resides (C:\Datacap\datacap.xml)
Workstation Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
Workstation Encrypt Taskmaster Login Password
Windows Explorer > open C:\Datacap\support\Sit
Double-click SitManager.exe > type in password, click Encrypt
Click Test, click OK
Highlight encrypted string and copy to clipboard or text file
Workstation Configure Quattro to Run 1040EZ Tasks
Start > All Programs > Datacap > Taskmaster Client > Rulerunner Quattro
Manager > Stop
Click Datacap Login > select Taskmaster Authentication and enter
credentials > click Connect > click OK
Click Workflow:Job:Task tab > expand 1040EZ, expand Servers node,
select server, select Admin and Engine databases
In right pane, right-click > select Threads > select Add Thread
In left pane, under 1040EZ, under Main Job > click the box next to PageID,
click PageID label and drag onto thread in right pane
Repeat for Recognize and Export tasks
Click Save, click Yes, click Save
Click Datacap Login tab, click Disconnect
Reset login credentials if not using Taskmaster Authentication
Workstation Confirm Quattro's 1040EZ Task Profiles in Taskmaster Application
Service
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Select 1040EZ, click Quattro tab, ensure PageID, Recognize, and Export
task profiles are listed, delete any other profiles
Workstation Stop and Restart Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Stop
After Service stops, click Start
Appendix B
Server Setup
On Do This
Server Share Datacap Folder and Set Up Sharing Permissions (Windows 2008)
Right-click C:\Datacap folder and select Properties
Click Sharing tab, click Advanced Sharing
Click Share this Folder (as Datacap)
Click Permissions button
1 Add NETWORK SERVICE and local IUSR and allow Full Control
2 Add/ensure Domain/Windows User IDs of developers are set to allow Full
Control
3 Add/ensure Domain/Windows User ID of Taskmaster Server Service is set to
allow Full Control
4 When Batches folders are staying on Server in C:\Datacap\Application path,
add/ensure Domain/Windows User IDs of Taskmaster end users are set to
allow Full Control
Server Set Up Security on Shared Folder (Windows 2003)
Right-click C:\Datacap folder and select Sharing and Security
Click Security tab
1 Add/ensure Domain/Windows User IDs of developers who can change
existing Taskmaster applications are set to allow Read & Execute (this
developer cannot create new applications)
2 Add/ensure Domain/Windows User IDs of developers who can create new
Taskmaster applications in the C:\Datacap folder are set to allow Full Control
3 Add/ensure Domain/Windows User ID of Taskmaster Server Service is set to
allow Read & Execute
4 When Batches folders are staying on Server in C:\Datacap\Application path,
add/ensure Domain/Windows User IDs of Taskmaster end users are set to
allow Read & Execute
On Do This
Server Set Up Security on Shared Folder (Windows 2008)
Right-click C:\Datacap folder and select Properties
Click Security tab
1 Add/ensure Domain/Windows User IDs of developers who can change
existing Taskmaster applications are set to allow Read & Execute (this
developer cannot create new applications)
2 Add/ensure Domain/Windows User IDs of developers who can create new
Taskmaster applications in the C:\Datacap folder are set to allow Full Control
3 Add/ensure Domain/Windows User ID of Taskmaster Server Service is set to
allow Read & Execute
4 When Batches folders are staying on Server in C:\Datacap\Application path,
add/ensure Domain/Windows User IDs of Taskmaster end users are set to
allow Read & Execute
Server Set Up Security on Datacap\RRS (Windows 2003)
Right-click C:\Datacap\RRS folder and select Sharing and Security
Click Security tab
Add local ASP.NET Machine Account (Server\ASPNET) and local Internet
Guest Account (Server\IUSR_SERVER) and set both to allow Read & Execute
Server Set Up Security on Datacap\RRS (Windows 2008)
Right-click C:\Datacap\RRS folder and select Properties
Click Security tab
Add NETWORK SERVICE and local IUSR and allow Read & Execute
Server Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
On Do This
DevWorkstation Click View Logs to open log (found in \\Server\Datacap\APT) and search
for errors and warnings that you need to fix
DevWorkstation Copy Datacap.xml from DevWorkstation to Taskmaster Server
Windows Explorer > C:\Datacap
Windows Explorer > \\Server\Datacap
Copy datacap.xml file from C:\Datacap to \\Server\Datacap
DevWorkstation Set Location of Taskmaster Server and Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Select APT - Ensure correct paths reflected on Application tab
Click Taskmaster tab > Change Server name/address to correct Taskmaster
Server
Click Service tab > Ensure path reflects location of datacap.xml on
Taskmaster Server
On Do This
Server Add Your PO Line Items to POTable
Open Windows Explorer, navigate to, and make a backup copy of the
\\Server\Datacap\APT\APTLook.mdb
From the Windows Start menu, select All Programs, select Microsoft
Office, and select Microsoft Office Access
On the File menu, select Open, navigate to
\\Server\Datacap\APT\APTLook.mdb, select it, and click Open
Double-click POTable to open it
On the Edit menu, point to Go To, then select Last
On the Edit menu, point to Go To, then select New Record
For each line item, press the Tab key to move to the next column, and
enter data in each column (purchase order number, line item quantity, line
item number, description of item, and purchase order line number)
Repeat the previous two steps to add the purchase order line items on
which you want APT to perform matching
On the File menu, select Save, then close the POTable window, the
APTLook window, and the Microsoft Access window
DevWorkstation Run Taskmaster APT
Process your invoice images
On Do This
WebServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Click Service tab, change path to reflect the location where the datacap.xml
file will reside (\\Server\Datacap\datacap.xml)
WebServer Set Up RV2 Web Site (IIS 6)
Start > All Programs > Control Panel > Administrative Tools >Internet
Information Services Manager
Right-click Default Web Site > New > Virtual Directory
Alias: RV2
Physical path: C:\Datcap\RV2
Access Permissions: Read, Run scripts, and Execute
WebServer Set Other Parameters for RV2 Web Site (IIS 6)
Start > All Programs > Control Panel > Administrative Tools > IIS > expand
computer, expand Web Sites, right-click Default Web Site > Properties
Click Configuration button > Application Configuration > Options tab >
Select Enable session state, set Timeout, select Enable parent paths
Documents tab > add/ensure default.aspx is displayed
ASP.NET tab > click Edit Configuration button > General tab
Application tab > Request execution timeout > 1200
State Management tab > set Session timeout
On Do This
WebServer Ensure Microsoft .NET Framework 3.5.1 is Installed
Start > Control Panel > Administrative Tools > Server Manager > Programs
and Features
In the Server Manager hierarchy pane, select Features
Click Add Features
Select .NET Framework 3.5.1 Feature, click Next
Click Install
WebServer Ensure Required IIS Components are Installed
Start > All Programs > Control Panel > Administrative Tools > Server
Manager
Expand Roles, select Web Server (IIS)
In Web Server (IIS) pane:
Under Common HTTP Features, ensure Static Content is installed
Scroll down to Role Services, under Application Development ensure
ASP.NET and ASP modules are installed
Scroll down further to Management Tools, ensure IIS Management Console
is installed
Server Set RV2 Sharing Permissions for Datacap Folder (Windows 2008)
Right-click C:\Datacap folder and select Sharing and select Advanced
Sharing
Should be shared (as Datacap)
Click Permissions button
Add RV2 account set to allow Read
Server Set Up Security for RV2 on Datacap Folder (Windows 2008)
Right-click C:\Datacap folder and select Properties
Click Security tab
Add RV2 account set to allow Read & Execute
WebServer Install RV2 on WebServer (Windows 2003)
Install only RV2 component
WebServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Click Service tab, change path to reflect the location where the datacap.xml
file will reside (\\Server\Datacap\datacap.xml)
On Do This
WebServer Set Up RV2 Web Site (IIS 7)
Start > All Programs > Control Panel > Administrative Tools >Internet
Information Services Manager
Connections pane > Expand the Server > expand Sites
Right-click Default Web Site, select Add Application... and select or enter
the following on the Add Application dialog:
Alias: RV2
Physical path: C:\Datacap\RV2
Connections pane, select Application Pools > in Actions pane, select Set
Application Pool Defaults
Ensure Enable 32-Bit Applications, set to True
Click browse button to right of Process Model Identity, select Custom
account, click Set and enter RV2 Windows account information, click OK
Ensure Web Server, Application Pool and Default Web Site are all started
On Do This
DevWorkstation Add Reports to RV2 Dashboard
On home page, click Dashboard
Select report and application name, select filter
Click Add to add another report
Click Refresh and select a refresh interval
On Do This
WebServer Add or Ensure File Transfer Limit Setting is Large Enough
Enable metabase edit-while-running.
On the Server, in Windows Explorer, navigate to and open the
\windows\system32\inetsvr folder, scroll down to the metabase.xml file and open
it in a text editor such as Notepad.
Locate and change the value for AspMaxRequestEntityAllowed= from 204800
to 10238976 (or larger)
When you have made changes, save and close the file.
Disable metabase edit-while-running.
WebServer Install Taskmaster Web on WebServer (Windows 2003)
Install only Taskmaster Web component
WebServer Confirm IIS Configuration (Windows 2003)
Run aspnet_regiis.exe
WebServer Update ASP.NET Process Identity in Machine.Config File (Windows 2003)
Using Notepad, open
c:\windows\microsoft.net\framework\v2.0.50727\config\machine.config
Change <processModel autoConfig="true"> to reflect Taskmaster Web account
user name and password
WebServer Grant Taskmaster Web Account Access to IIS Metabase (Windows 2003)
Run c:\windows\microsoft.net\framework\v2.0.50727\aspnet_regiis.exe -ga for
Domain\TaskmasterWebAccountName
WebServer Create and Share (Nested) Virtual Directory for Taskmaster Web
Start > Settings > Control Panel > Admin Tools > IIS > expand computer >
expand Web Sites folder > right-click Default Web Site and select New >
Virtual Directory
Alias: tmweb.net
Web Site Content directory: c:\Datacap\tmweb.net folder
Access Permissions: Read, Run scripts, Execute
On Do This
WebServer Set Other Parameters for (Nested) Taskmaster Web Site
Start > Settings > Control Panel > Admin Tools > IIS > expand computer,
expand Web Sites, expand Default Web Site, right-click tmweb.net web site >
Properties
Virtual Directory tab > click Configuration button > Application Configuration
> Options tab > Select Enable session state, set Timeout, select Enable parent
paths
Documents tab > add/ensure default.aspx is displayed
ASP.NET tab > click Edit Global Configuration button > General tab
Application tab > Request execution timeout > 1200
State Management tab > Session timeout = 20
ASP.NET tab > click Edit Configuration button > General tab
Application tab > Request execution timeout > 1200
State Management tab > set Session timeout
WebServer Set Web Site Isolation Mode
Admin Tools > IIS > expand computer > Right-click Web Sites >Web Site
Properties > Service tab, select WWW Isolation Mode: Run Service in IIS 5.0
Isolation Mode.
WebServer Select Web Service Extensions
Admin Tools > IIS > expand computer > click Web Service Extensions
Select/ensure Active Server Pages, ASP.NET v2.0.50727, and Server Side
Includes are Allowed.
WebServer Set Up Web Sharing and Security Settings on TaskRun Folder
In Windows Explorer, navigate to and right-click c:\Datacap\TaskRun folder,
select Properties
Web Sharing tab > Default Web Site , Share this folder >
Alias = TaskRun
Application Permissions = None, and Access Permissions Write and Read
Security tab > Add local ASP.NET Machine Account (Server\ASPNET) and
local Internet Guest Account (Server\IUSR_SERVER) and set both to allow
Modify
On Do This
WebServer Set Up TaskRun Virtual Folder
Admin Tools > IIS > right-click TaskRun folder >Properties
Virtual Directory tab > click Remove
Documents tab > add/ensure default.aspx is displayed
Directory Security tab > top Edit button > Authentication Methods > Select
Anonymous access, clear Integrated Windows authentication, OK
ASP.NET tab > confirm version
HTTP Headers tab > Select Enable Content Expiration, select Expire
Immediately, click Apply
WebServer Confirm Server.INI File Points to TaskRun
Using Notepad, open c:\Datacaptmweb.net\server.ini and ensure
TempFolder=/TaskRun/
WebServer Change Secure Socket Layer Setting in Server.INI
If using web site SSL, also do the following:
Using Notepad, open c:\Datacap\tmweb.net\server.ini and ensure
UseSSL=1
WebServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
WebServer Restart IIS
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
On Do This
WebServer Ensure Microsoft .NET Framework 3.5.1 is Installed
Start > Control Panel > Administrative Tools > Server Manager > Programs
and Features
In the Server Manager hierarchy pane, select Features
Click Add Features
Select .NET Framework 3.5.1 Feature, click Next
Click Install
WebServer Ensure Required IIS Components are Installed
Start > All Programs > Control Panel > Administrative Tools > Server
Manager
Expand Roles, select Web Server (IIS)
In Web Server (IIS) pane:
Under Common HTTP Features, ensure Static Content is installed
Scroll down to Role Services, under Application Development ensure
ASP.NET and ASP modules are installed
Scroll down further to Management Tools, ensure IIS Management Console is
installed
Server Set Taskmaster Web Sharing Permissions for Datacap Folder (Windows
2008)
Right-click C:\Datacap folder and select Properties
Click Sharing tab, click Advanced Sharing
Should already be shared (as Datacap)
Click Permissions button
Add Taskmaster Web account set to allow Read
Server Set Up Security for Taskmaster Web on Datacap Folder (Windows 2008)
Right-click C:\Datacap folder and select Properties
Click Security tab
Add Taskmaster Web account set to allow Read & Execute
WebServer Add or Ensure Upload Limit Setting is Large Enough in web.config
Open C:\Datacap\tmweb.net folder, open web.config file in Notepad
Within the <system.web> element, locate or add the
<httpRuntime maxRequestLength="52428" />
element - this parameter is expressed in kilobytes.
Increase size to reflect usual size of images, for example:
<httpRuntime maxRequestLength="102400" />
On Do This
WebServer Install Taskmaster Web on WebServer (Windows 2008)
Install only Taskmaster Web component
WebServer Create Taskmaster Web Site
Start > All Programs > Datacap > Support > Web Configuration > Taskmaster
Web Server Configuration
Click Configure
Start > Control Panel > Admin Tools > IIS
Expand computer > Sites > Default Web Site > in Connections pane, select
Default Web Site > in Actions pane, under Manage Web Site > click Restart
WebServer Set Taskmaster Web Application Pool Identity
Connections pane, select Application Pools > in Actions pane, select Set
Application Pool Defaults
Ensure Enable 32-Bit Applications, set to True
Click browse button to right of Process Model Identity, select Custom account,
click Set and enter Taskmaster Web Windows account information, click OK
Ensure Web Server, Application Pool and Default Web Site are all started
WebServer Set Up Web Sharing and Security Settings on TaskRun Folder
In Windows Explorer, navigate to and right-click c:\Datacap\TaskRun folder,
select Properties
Web Sharing tab > Default Web Site , Share this folder > Alias = TaskRun
Application Permissions = None, and Access Permissions Write and Read
Security tab > Add NETWORK SERVICE and local IUSR and set both to allow
Modify
WebServer Set IIS ASP Request Size Limit
Admin Tools > Internet Information Services (IIS) Manager
Connections pane > Select the WebServer, in Home pane, scroll down to the
IIS area and double-click ASP
ASP properties pane > Behavior section, expand Limits Properties.
Locate Maximum Requesting Entity Body Limit (maxRequestEntityAllowed),
increase value (increase size)
Click Apply
WebServer Confirm Server.INI File Points to TaskRun
Using Notepad, open c:\Datacap\tmweb.net\server.ini and ensure
TempFolder=/TaskRun/
On Do This
WebServer Change Secure Socket Layer Setting in Server.INI
If using web site SSL, also do the following:
Using Notepad, open c:\Datacap\tmweb.net\server.ini and ensure
UseSSL=1
WebServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
WebServer Restart IIS
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
On Do This
Workstation Test IE
Start IE, enter the appropriate WebServer URL and test page
(http://127.0.0.7/tmweb.net/ietest.aspx,
http://WebServerName/tmweb.net/ietest.aspx, or
https://WebServerName/tmweb.net/ietest.aspx).
Click Yes to download Datacap TIFF Viewer, Thumbnails, and DataEdit
Controls
Click Test - red Xs change to green checkmarks
On Do This
DevWorkstation Add Taskmaster Station to Application
Start Taskmaster Client Application as Admin
Settings > Station
Click Add, enter name of QServer machine, click Apply, click OK
Expand Permissions, select appropriate permissions, click Apply, click OK
Click Advanced button, set Maximum number of virtual stations to 99, click
OK, click Apply, click OK, click Done
DevWorkstation Add Taskmaster User to Application (LLLDAP or Taskmaster
Authentication only)
Start Taskmaster Client Application as Admin
Settings > Users
Click Add, and enter Quattro User ID
Click Set Password, enter password, click OK
Click Apply, click OK
Expand Privileges, expand Client(s) branch, select Client(s) Taskmaster Sub
privilege, click Apply, click OK
Expand Permissions, select appropriate permissions, click Apply, click OK,
click Done
On Do This
DevWorkstation Add Taskmaster Station to Application
Start Taskmaster Client Application as Admin
Settings > Station
Click Add, enter name of QServer machine, click Apply, click OK
Expand Permissions, select appropriate permissions, click Apply, click OK
Click Advanced button, set Maximum number of virtual stations to 99, click
OK, click Apply, click OK, click Done
On Do This
QServer Configure DQCS Start Up Behavior
Optional:
Start > Settings > Control Panel > Admin Tools > Services
Right-click Datacap Quattro Control Service > Properties
Startup Type = Automatic > click Apply
On Do This
QServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
On Do This
QServer Grant DQCS Log on as a Service Right
Start > Settings > Control Panel > Admin Tools > Services
Right-click Datacap Quattro Control Service > Properties
Click Log On tab > select This account > click Browse > select Quattro
account, enter password > click Apply
QServer Configure DQCS Start Up Behavior
Optional:
Start > Settings > Control Panel > Admin Tools > Services
Right-click Datacap Quattro Control Service > Properties
Startup Type = Automatic > click Apply
On Do This
DevWorkstation Configure Task Profile in Taskmaster Application Service
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Select application > ensure paths are correct
Click Quattro tab > ensure task profiles and task names match values
obtained from Taskmaster Client; add task profiles if necessary, delete task
profiles Quattro will not process
DevWorkstation Stop and Restart Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Stop
Taskmaster Server Manager > Start
QServer Encrypt Taskmaster Login Password
Windows Explorer > open C:\Datacap\support\Sit
Double-click SitManager.exe > type in password, click Encrypt
Click Test, click OK
Highlight encrypted string and copy to clipboard or text file
QServer Configure Quattro to Run APT Tasks (Single thread)
Start > All Programs > Datacap > Taskmaster Client > Rulerunner Quattro
Manager > Stop
Click Datacap Login > select Taskmaster Authentication and enter
credentials > click Connect > click OK
Click Workflow:Job:Task tab > expand APT, expand Servers node, select
server, select Admin and Engine databases
In right pane, right-click > select Threads > select Add Thread
In left pane, under APT, under Demo > click the box next to Batch Profiler
and click and drag Batch Profiler onto thread0 in right pane
Repeat for Export task
Click Save, click Yes, click Save
Click Datacap Login tab, click Disconnect
Reset login credentials if not using Taskmaster Authentication
On Do This
QServer Configure Quattro to Run APT Tasks (Multi-thread)
Start > All Programs > Datacap > Taskmaster Client > Rulerunner Quattro
Manager > Stop
Click Datacap Login > select Taskmaster Authentication and enter
credentials > click Connect > click OK
Click Workflow:Job:Task tab > expand APT, expand Servers node, select
server, select Admin and Engine databases
In right pane, right-click > select Threads > select Add Thread, repeat to
create multiple threads
In left pane, under APT, under Demo > click the box next to Batch Profiler
and click and drag Batch Profiler onto thread0 in right pane
In left pane, under APT, under Demo > click the box next to Export and
click and drag Export onto thread1 in right pane
Repeat for other APT tasks
Click Save, click Yes, click Save
Click Datacap Login tab, click Disconnect
Reset login credentials if not using Taskmaster Authentication
On Do This
Server Set Up Security on Datacap\MyApp1 Folder
Right-click c:\Datacap\MyApp1 folder and select Properties
Click Security tab
Add/ensure Domain/Windows account for Quattro set to allow Full Control
Server Set Up Security on Datacap\RRS Folder
Right-click c:\Datacap\RRS folder and select Properties
Click Security tab
Add/ensure Domain/Windows account for Quattro set to allow Full Control
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
DevWorkstation Obtain Task Profile Name
Open Taskmaster Client application
Settings > Workflow > expand job > select task > make note of task name
Click Setup > make note of task profile name
DevWorkstation Configure Task Profile in Taskmaster Application Service
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Select application > ensure paths are correct
Click Quattro tab > ensure task profiles and task names match values
obtained from Taskmaster Client; add task profiles if necessary, delete task
profiles Quattro will not process
DevWorkstation Stop and Restart Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Stop
Taskmaster Server Manager > Start
QServer Encrypt Taskmaster Login Password
Windows Explorer > open C:\Datacap\support\Sit
Double-click SitManager.exe > type in password, click Encrypt
Click Test, click OK
Highlight encrypted string and copy to clipboard or text file
On Do This
QServer Connect to Application, Taskmaster Server, Database Combination
Start > All Programs > Datacap > Taskmaster Client > Rulerunner Quattro
Manager > Stop
Click Datacap Login > select Taskmaster Authentication and enter
credentials > click Connect > click OK
Click Workflow:Job:Task tab > click the box to the left of MyApp1 to
expand tree
QServer Configure Quattro to Run a Task
In right pane, right-click > select Threads > select Add Thread
Repeat to add additional threads
In left pane, under MyApp1, click the box next to the node, then click and
drag the node onto the thread in right pane
Click Save
QServer Disconnect and Reconnect to Different Application Combination
Either:
After saving your changes, click Datacap Login tab, click Disconnect, then
click Connect, click the Workflow:Job:Task tab and select a different
application, server, database combination
or
After saving your changes, right-click the Engine database and select
Disconnect, the right-click the Taskmaster Server and select Disconnect.
Check the status bar and ensure you are disconnected from the Taskmaster
Server and the databases. Then select a different application, server,
database combination.
QServer Reset Quattro Login Credentials
Reset login credentials if not using Taskmaster Authentication
QServer Run Myapp1 Tasks and Monitor Quattro
On Do This
QServer Set Up Quattro Restarts
Start > All Programs > Datacap > Taskmaster Client > Rulerunner Quattro
Manager > Stop
Click Datacap Login tab > select Taskmaster Authentication > enter credentials
and click Connect
Click Workflow:Job:Task tab
On Quattro Settings tab, select Stop on Abort, click Save
On Advanced Settings tab, select Restart Service, click Save
Click Datacap Login tab > click Disconnect
Reset login credentials if not using Taskmaster Authentication
Various Restart Taskmaster Software
On Do This
Server Set Taskmaster Client Service Sharing Permissions for Datacap Folder
(Windows 2003)
Right-click C:\Datacap folder and select Sharing and Security
Click Permissions, add Taskmaster Client Service account and set to allow
Full Control
Server Set Taskmaster Client Service Sharing Permissions for Datacap Folder
(Windows 2008)
Right-click C:\Datacap folder and select Properties
Click Sharing tab, click Advanced Sharing, click Permissions, add
Taskmaster Client Service account and set to allow Full Control
Server Set Taskmaster Client Service Security Permissions for Datacap Folder
(Windows 2003)
Right-click c:\Datacap folder and select Sharing and Security
Click Security tab, add Taskmaster Client Service account and set to allow
Read & Execute
Server Set Taskmaster Client Service Security Permissions for Datacap Folder
(Windows 2008)
Right-click c:\Datacap folder and select Properties
Click Security tab, add Taskmaster Client Service account and set to allow
Read & Execute
Server Set Taskmaster Client Service Security Permissions for
Datacap\Application Folder
Right-click c:\Datacap\Application and select Properties
Click Security tab, add Taskmaster Client Service account and set to allow
Full Control
Server Set Taskmaster Client Service Security on Datacap\RRS Folder
Right-click c:\Datacap\Application and select Properties
Click Security tab, add Taskmaster Client Service account and set to allow
Full Control
TCSServer Ensure Microsoft .NET Framework 3.5.1 is Installed (Windows 2008)
Start > Control Panel > Administrative Tools > Server Manager > Programs
and Features
In the Server Manager hierarchy pane, select Features
Click Add Features
Select .NET Framework 3.5.1 Feature, click Next
Click Install
On Do This
TCSServer Run InstallShield Wizard - Windows 2003, Windows 2008
Install Taskmaster Client Service component and separately licensed
connectors to which you are entitled
TCSServer Install Taskmaster Options on TCSServer
TCSServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster
Application Manager
Click Service tab, change path to reflect the location where the datacap.xml
file will reside (\\Server\Datacap\datacap.xml)
TCSServer Reboot
On Do This
DevWorkstation Run InstallShield Wizard
Install complete Taskmaster Client component
On Do This
Server Set NENU Account Security Permissions for Monitored Application
Folder
Right-click C:\Datacap\Application folder and select Properties
Click Security tab
Add/ensure Domain/Windows account for NENU set to allow Full Control
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
DevWorkstation Start Datacap Studio and Open NENU Application
Start > All Programs > Datacap > Datacap Studio > Datacap Studio >
Select NENU Application and log in
DevWorkstation Delete All Rulesets in NENU Application
Click top Ruleset, click Lock/Unlock ruleset, click Remove object, click
Yes, Click OK.
Repeat to delete all rulesets
On Document Hierarchy tab, click Loc DCO for editing, click Yes, click
Save changes, click Unlock DCO.
DevWorkstation Add NENU Actions to NENU Application
Task Profiles tab > click Lock/Unlock task profiles, click Add
Select Custom and enter name for new task (NENU), click OK
Click Save changes
Rulesets tab > right-click workflow name, select Add Ruleset
Click new Ruleset label and rename (NENU)
Task Profiles tab > select task (NENU)
Rulesets tab > select ruleset (NENU), click Add ruleset to profile
Task Profiles tab > click Save changes, click Lock/Unlock task profiles
Rulesets tab > select Function 1, click Actions Library tab and expand
NENU actions
Use Add to function to add actions to Function 1
Click each action in Rulesets tab and enter appropriate parameter value
Rulesets tab > click Save changes, click Lock/Unlock ruleset, select
Publish ruleset
Document Hierarchy tab > click Lock DCO for editing, expand top level of
DCO and within Open node select global.
Rulesets tab > select NENU ruleset's Rule 1 > click Add to DCO
Document Hierarchy tab > click Save changes, click Unlock DCO
On Do This
DevWorkstation Run Ruleset with NENU Manager
Start > All Programs > Datacap > Taskmaster Client > NENU Manager
Click Create, click in empty field to right of lib, then either select or enter a
value and modify all the fields in the table
Select Place settings file in the batch directory, click Save
Click Run Profile, click OK
On Server, open NENU folder under application's batches folder and
review log file
On Do This
RRServer Update ASP.NET Process Identity in Machine.Config File
Windows Explorer > navigate to and use Notepad to edit:
c:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\CONFIG\machine.conf
ig
Locate <system.web> and <processModel…
Add Rulerunner account information to
<processModel autoConfig="true" enable="true"
userName="MYDOMAIN\RulerunnerAccountName"
password="RulerunnerAccountPassword"/>
Save and close file
RRServer Grant Rulerunner Access to IIS Metabase
Start > Run
Type cmd, click OK.
Locate the aspnet_regiis.exe and run with -ga parameter followed by the domain name,
a backslash, then the Rulerunner account name;
for example (no line breaks):
C:\>C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -ga
DOMAIN\RulerunnerAccountName
then press <ENTER>.
Close the DOS command window
RRServer Grant DCOProcessor Permissions in DCOM Config
Admin Tools > Component Services > DCOM Config > DCOProcessor, add and grant
Local Launch and Local Activation permissions to the Rulerunner account.
RRServer Confirm IIS Configuration (Windows 2003)
Run aspnet_regiis.exe
RRServer Run InstallShield Wizard
Install the Rulerunner Web Service component and separately licensed connectors to
which you are entitled.
RRServer Set Up WRRS Folder Permissions
Right-click c:\Datacap\WRRS and select Sharing and Security
Security tab > Add local ASP.NET Machine Account (Server\ASPNET) and
local Internet Guest Account (Server\IUSR_SERVER) are set to allow Read &
Execute
Add/ensure Domain/Windows Rulerunner account is set to allow Full Control
On Do This
RRServer Create and Share Virtual Directory for Rulerunner
Start > Settings > Control Panel > Admin Tools > IIS > expand computer >
expand Web Sites folder > right-click Default Web Site and select New >
Virtual Directory > Alias: RRS
Web Site Content directory: C:\Datacap\WRRS folder
Access Permissions: Read, Run scripts, Execute > click Finish
Right-click RRS > Properties
ASP.NET tab > confirm version is 2.0.nnnnn
RRServer Set Timeout Parameters for Rulerunner
Start > Settings > Control Panel > Admin Tools > IIS > expand computer >
expand Web Sites folder > expand Default Web Site and right-click RRS >
Properties
Virtual Directory tab > click Configuration button > Application Configuration
> Options tab > Select Enable session state, Timeout = 20, select Enable parent
paths, Default ASP Language = VBScript, ASP Script timeout = 1200
ASP.NET tab > click Edit Configuration button > General tab
Application tab > Request execution timeout > 1200
State Management tab > Session timeout = 20
RRServer Set Web Site Isolation Mode
Start > Settings > Control Panel > Admin Tools > IIS > expand computer >
right-click Web Sites > Web Site Properties > Service tab, select WWW
Isolation Mode: Run Service in IIS 5.0 Isolation Mode
RRServer Select Web Service Extensions
Start > Settings > Control Panel > Admin Tools > IIS > expand computer >
click Web Service Extensions
Select/ensure Active Server Pages, ASP.NET v2.0.50727, and Server Side
Includes are Allowed.
Any Test Access to Rulerunner
Open Internet Explorer, enter: http://RRServerName/rrs/session.asmx
RRServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
RRServer Restart IIS
On Do This
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
On Do This
RRServer Set IIS ASP Request Size Limit
Admin Tools > Internet Information Services (IIS) Manager
Connections pane > Select the Server, in Server’s Home pane, scroll down to
the IIS area and double-click ASP
ASP properties pane > Behavior section, expand Limits Properties.
Locate Maximum Requesting Entity Body Limit (maxRequestEntityAllowed),
increase value (increase size)
Click Apply
RRServer Create and Share Rulerunner Web Site
Start > Control Panel > System and Maintenance > Admin Tools > IIS >
expand computer > expand Web Sites folder > right-click Default Web Site
and select Add Application > Alias: RRS
Application pool: Classic.NET AppPool
Physical path: C:\Datacap\WRRS
Click OK
In Connections pane, select Application Pools
In Actions pane, select Set Application Pool Defaults
Select Classic.NET AppPool, in Actions pane, under Manage Application,
select Advanced Settings
Ensure Enable 32-Bit Applications = True
Click browse to right of Process Model Identity, select Custom account, click
Set
Enter Rulerunner account credentials, click OK
In Connections pane, click Default Web Site
In far right pane, expand Manage Web Site, click Configure Limits
Set Connection Timeout field, click OK
In Connections pane, click Default Web Site, in middle pane, in IIS section,
double-click the HTTP Response Headers icon
In far right pane, click Set Common Headers, select Expire Web content, select
Immediately, click OK
Confirm Web Server, Application Pool, and Default Web Site are all started
Any Test Access to Rulerunner
Open Internet Explorer, enter: http://RRServerName/rrs/session.asmx
On Do This
RRServer Set Location of Datacap.xml
Start > All Programs > Datacap > Taskmaster Client > Taskmaster Application
Manager
Click Service tab, change path to reflect the location where the datacap.xml file
will reside (\\Server\Datacap\datacap.xml)
RRServer Restart IIS
Server Start Taskmaster Server Service
Start > All Programs > Datacap > Taskmaster Server > Taskmaster Server
Manager > Start
On Do This
Workstation Update Authentication Parameter in Taskmaster Client Application
Shortcut
Right-click application shortcut > Properties
Press <End> to move cursor to end of Target field, then ensure last
parameter in line is -nta, click Apply, click OK
Appendix C
InstallShield Parameters
To view the InstallShield parameters:
1 From the Windows Start menu, select Run. The Run dialog opens.
2 Click the Browse button, navigate to the folder containing the IBM Datacap Taskmaster
Capture InstallShield Setup.exe, select it, and click Open. The Browse window closes
and the full path to the Setup.exe is displayed in the Run dialog.
3 After Setup.exe, add a space and /? (for example: c:\SP1\setup.exe /?), then click OK.
The InstallShield parameters are displayed.
4 Click OK to close the InstallShield message box.
IMPORTANT NOTES
When these commands are run, they must be run as Administrator.
When installing components individually (Server, Web, Client), you must also install
the 'LAP' and 'Shared' components, otherwise the individual component will not
function properly.
Replace <filename> with name to assign to log file (for example: InstallLog).
To Do This Use This Command Line
Silent Install: Quiet mode, setup.exe /S /V"/quiet"
no user interaction
Silent Install: Quiet mode, setup.exe /S /V"/quiet INSTALLDIR=\"<path>\""
different location
Silent Install: Unattended setup.exe /S /V"/passive"
mode - progress bar only
Silent Install: Unattended setup.exe /S /V"/passive INSTALLDIR=\"<path>\""
mode, different location
Create Install Log setup.exe /V"/log <path>\<filename>.txt"
Disable Auto Reboot after setup.exe /V"/norestart”
Install Finishes
Install Taskmaster Server setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Server"
only
Install Taskmaster Client setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client"
only
Install Taskmaster Web setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Web"
only
Install Taskmaster Server & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Server,Web"
Taskmaster Web
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,APT"
Accounts Payable Capture
Application
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,MClaims"
Medical Claims Capture
Application
Install Taskmaster Client & setup.exe /S
Documentation /V"/passive ADDDEFAULT=LAP,Shared,Client,Docs"
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,DStudio
Datacap Studio DSACTION=3"
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,DotScan"
DotScan
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,DotEdit"
DotEdit
Install Taskmaster Client & setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,Client,NENU"
NENU (Notification)
Install Taskmaster Client setup.exe /S /V"/passive ADDDEFAULT=LAP,Shared,ClientService"
Service
Appendix D
Workflow:Job:Task Tab
The settings on this tab allow you to configure the applications and tasks that Quattro is to
process, as well as to set up how Quattro performs the processing. Changes you make on this
tab affect Quattro and Datacap Quattro Control Service.
This tab is organized into four panes, with the lower left pane split into two tabs. After you
have connected to the Datacap Application Service (on the Datacap login tab), additional data
is displayed in the upper panes:
• The upper left pane displays information from the Taskmaster Application Service about
the applications that are available; and, once you have connected to a specific application,
Taskmaster Server, and application database combination, additional information is
displayed about the workflows, jobs, and tasks that are available.
• The upper right pane allows you to create and configure the tasks that each Quattro thread
is to process.
• The lower left pane is split into two tabs of settings (Quattro Settings and Advanced
Settings) that define overall behavior (how Quattro and DQCS behave).
• The lower right pane displays the settings related to the node that is currently selected in
either of the upper panes.
Workflow:Job:Task – Threads
After you connect to the Taskmaster Application Service using the Connect button on the
Datacap Login tab, when you click the Workflow:Job:Task tab, the upper left pane displays the
list of applications the Taskmaster Application Service is aware of (stored in the datacap.xml
file). The status message indicates that you are not connected to the Taskmaster Server, that
you are not logged into Taskmaster databases, but that you are connected to the Taskmaster
Application Service.
Once you are connected to the Taskmaster Application Service, you do the following:
1 Connect to a specific application, Taskmaster Server, Administrator and Engine
database combination
2 Configure Quattro to run a job task on a thread
3 Disconnect from a combination and reconnect to a different application combination
Setting Explanation
Settings File Identifies the full UNC path to the Quattro.xml file that contains
information about which applications, servers, databases, and tasks
or
each thread is to process. The default location is on the QServer in
Path to settings file. the \Datacap\tmclient folder.
Use the Browse button to navigate to the folder that contains the
Quattro.xml file.
Setting Explanation
Restart Service. Specifies whether DQCS automatically restarts the controlled service
when it is stopped:
or
0 - Does not automatically restart service
Restart service if 1 - Automatically restarts service
stopped.
You can use this setting to restart Quattro whenever it stops for
whatever reason, including when you have set Quattro to Stop on
Abort.
Defaults to 0.
Restart Interval Specifies, in seconds, the interval at which the controlled service is
stopped and restarted.
Defaults to 14400 seconds (4 hours).
State Change Delay Specifies, in seconds, the delay before the DQCS starts the stopped
service or attempts to stop the running service.
Defaults to 1.
Service Timeout Specifies, in seconds, the amount of time after which DQCS
considers the controlled service “hung.” Note: This only produces
an error message in the log.
0 - infinite
Defaults to 1800 (30 minutes).
IMPORTANT
These instructions allow you to temporarily use Taskmaster Authentication and the
Taskmaster "admin" User ID and password to make your configuration changes. Follow the
instructions in Encrypt Taskmaster Login Password to encrypt the password for the
Taskmaster "admin" User ID before continuing with this procedure.
This procedure provides instructions on how to connect to the specific application, Taskmaster
Server and databases that relate to the task Quattro is to process.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager. The Rulerunner Quattro Manager
window opens.
2 If the Status displayed is Stopped, continue with the next step.
If the Status displayed is Running, click Stop. The status will change to Stopped after
batch processing is completed.
3 Click the Datacap Login tab to display it.
4 Select the Taskmaster Authentication option to enable the login credential fields.
5 Enter the Taskmaster admin User ID, paste in the encrypted Password, and enter a
Station ID of "2", then click Connect. The button label changes to Disconnect.
6 Click the Workflow:Job:Task tab to display it. Application names are displayed in the
left pane, threads are displayed in the right pane.
7 In the left pane, click in the checkbox to the left of the application you want to work
with. The application tree expands with the Server, Administrator and Engine
databases selected.
8 Continue with the instructions in Configure Quattro to Run a Task.
To: Do this:
Disable a thread In the right pane, click in the checkbox to the left of
the thread (the checkmark disappears), or right-click
the thread and select Remove to delete it entirely
Remove a thread In the right pane, right-click the thread and select
Remove
Remove all threads In the right pane, right-click, select Threads, then
select Clear
5 Click Save to save your changes.
6 To configure Quattro to run one or more tasks from a different application, Taskmaster
Server or database combination, continue with Disconnect and Reconnect to Different
Application Combination.
7 If you have completed your changes, click the Datacap Login tab to display it.
8 Click Disconnect. The button label changes to Connect.
IMPORTANT
Complete the following steps to ensure Quattro's authentication credentials are set
properly.
9 When using:
• Windows Authentication - Select the Windows Authentication option
• Taskmaster Authentication - Select the Taskmaster Authentication option, enter
the User ID of Quattro's domain account, the encrypted version of the password,
and the name of the QServer as the Station ID
10 Click Save.
11 Close the Rulerunner Quattro Manager window.
Once you have finished making your changes and have disconnected, ensure Quattro's
authentication credentials are correct (see the last steps in Configure Quattro to Run a Task).
Troubleshooting Quattro
This section contains information on steps to take when troubleshooting Rulerunner Quattro.
IMPORTANT
Complete the following steps to ensure Rulerunner Quattro's authentication
credentials are set properly.
13 When using:
• Windows Authentication - Select the Windows Authentication option
• Taskmaster Authentication - Select the Taskmaster Authentication option, enter
the User ID of Quattro's domain account, the encrypted version of the password,
and the name of the QServer as the Station ID
14 Click Save.
15 Close the Rulerunner Quattro Manager window.
Start Quattro
When you start the Datacap Quattro Control Service it immediately attempts to start
Rulerunner Quattro.
IMPORTANT
When you are running Quattro on the same Workstation as the Taskmaster Client, exit from
the Taskmaster Client before starting Quattro.
This procedure provides instructions on how to start or ensure Quattro is started.
1 From the QServer's Start menu, select All Programs, select Datacap, select Taskmaster
Client, and click Rulerunner Quattro Manager.
When UAC is on, the User Account Control window opens. Click Yes.
The Rulerunner Quattro Manager window opens with the Datacap Quattro tab
displayed on top.
2 If the Datacap Quattro Control Service Status displayed is Running, skip to the last step.
If the Status displayed is Stopped, continue with the next step.
3 Click Start. The Datacap Quattro Control Service status will change to Running.
4 Close the Rulerunner Quattro Manager window.
3 Using a text editor such as Notepad, open the Quattro thread log. Look for the
messages beginning EstablishConnection. A successful log would be similar to this:
EstablishConnection: Connecting to application [APT].
EstablishConnection: GetServer returned [127.0.0.1].
EstablishConnection: Connecting to TM Server [127.0.0.1:2402].
EstablishConnection: Connecting to Admin DB
[PROVIDER=MSACCESS;DSN=C:\Datacap\APT\APTAdm.mdb;].
EstablishConnection: Connecting to Engine DB
[PROVIDER=MSACCESS;DSN=C:\Datacap\APT\APTEng.mdb;].
EstablishConnection: TM Login [admin station=1].
EstablishConnection: Login successful.
Appendix E
For example, if a fingerprint is one month old (30 days) and has been matched once, the
Hits/Month value is 1.0000. If the fingerprint is two months old (60 days) and has been
matched once, the Hits/Month value is 0.5000.
Last Hit
Displays the date on which the fingerprint was last matched.
TIFF
An X in this column indicates the TIF file associated with this fingerprint is missing from the
Fingerprint Directory.
Total Hits
Indicates the number of times the fingerprint has been matched since it was created.
Database Section
Contains the connection strings to one or more databases used by the Fingerprint Maintenance
Tool, including:
• FingerprintDatabase Setting
FingerprintDatabase Setting
Defines the connection string to the Fingerprint database used by the Fingerprint Maintenance
Tool.
Example:
FingerprintDatabase=Provider=Microsoft.Jet.OLEDB.4.0;Data
Source=C:\Datacap\apt\process\APTFingerprint.mdb;Persist Security Info=False
Paths Section
Contains path information required by the Fingerprint Maintenance Tool to locate the
following:
Fingerprint Directory
Fingerprint Backup Directory
SetupDCO
FingerprintDirectory Setting
Defines the path to the application's folder that contains the application's fingerprint files
(TIFF, CCO, or fingerprint XML files).
Example:
FingerprintDirectory=c:\datacap\apt\Fingerprint
FingerprintBackupDirectory Setting
Defines the path to the folder that contains backup copies of the fingerprint XML files made
when fingerprints are added to an application. If this folder does not exist, it is created when
the Fingerprint Maintenance executable is started.
Example:
FingerprintBackupDirectory=c:\datacap\apt\Fingerprint Backup
SetupDCO Setting
Defines the path to the application's Setup DCO file.
Example:
SetupDCO=c:\datacap\apt\process\apt.xml
Index
Configure Quattro s Task Profiles in the Configure Windows Task Scheduler to Run
Taskmaster Application Service...................162, 176 Ruleset Automatically Windows 2003 ................ 206
Configure Quattro to Run a Task .................179, 318 Configure Windows Task Scheduler to Run
Configure Quattro to Run Your Applications173, 283 Ruleset Automatically Windows 7
Windows 2008..................................................... 207
Configure Quattro to Use Taskmaster
Authentication .............................. 150, 157, 277, 279 Confirm IIS Configuration on Windows 2003
Server..................................................... 95, 111, 218
Configure Quattro to Use Windows
Authentication .............................. 150, 157, 277, 279 Confirm Quattro s 1040EZ Task Profiles in the
Taskmaster Application Service ............................ 50
Configure Quattros Taskmaster Login
Credentials....................................................151, 158 Confirm Server.INI Points to TaskRun........ 116, 123
Configure Rulerunner Account and Permissions on Copy APT Application to Taskmaster Server........ 64
RRServer Windows 2003 .....................................295 Copy APT Application to Taskmaster Server........ 65
Configure Rulerunner Account and Permissions on Copy APT Application to Taskmaster Server...... 252
RRServer Windows 2008 .....................................298 Copy Datacap.xml From DevWorkstation to
Configure Rulerunner as a Web Service ..............214 Taskmaster Server ................................................. 67
Configure Rulerunner Permissions on Server ......214 Copy Taskmaster Client APT Shortcut to
Configure Rulerunner Quattro to Run 1040EZ Workstation ........................................................... 90
Tasks ......................................................................48 Copy Your Images to Input Folder ........................ 84
Configure Rulerunner Quattro to Run APT Tasks Create an RV2 Report Filter .......................... 33, 106
Multi-thread..........................................................167 Create and Share Nested Virtual Directory for
Configure Rulerunner Quattro to Run APT Tasks Taskmaster Web IIS 6 ......................................... 113
Single thread.........................................................165 Create and Share Rulerunner Web Site Windows
Configure Single Thread Rulerunner Quattro ......245 2008 ..................................................................... 226
Configure Taskmaster Application to Use Create and Share Virtual Directory for Rulerunner
Rulerunner as a Web Service ...............................229 Running as Web Service Windows 2003............. 220
Configure Taskmaster Authentication for Create Backup Folders......................................... 238
Taskmaster ...........................................................275 Create NENU Application ........................... 200, 291
Configure Taskmaster Client Service...................191 Create NENU Application using Datacap Studio 200
Configure Taskmaster on Server ....................57, 249 Create or Ensure Account Exists for NENU........ 197
Configure Taskmaster Server Service to use Create or Ensure Account Exists for Rulerunner . 214
Windows Authentication ..............................141, 232
Create or Ensure Account Exists for Taskmaster
Configure Taskmaster to use Windows Client Service ...................................................... 184
Authentication ......................................................141
Create or Ensure Account Exists for Taskmaster
Configure Taskmaster Web on Single Machine ...244 Server Service........................................................ 58
Configure Taskmaster Web on Windows 2003 IIS Create or Ensure Accounts Exist and are Part of
6.0 Server .............................................................264 Security Group..................................................... 232
Configure Taskmaster Web on Windows 2008 IIS Create or Ensure Accounts Exist for Developers
7 Server ................................................................267 and End Users........................................................ 58
Configure Type of Quattro Authentication...........274 Create or Ensure AD LDAP Security Group Exists
Configure Windows Authentication for Quattro................................................................. 140
Taskmaster ...........................................231, 274, 301 Create or Ensure AD/LDAP Security Group
Configure Windows Task Scheduler to Run NENU Exists ................................................................... 232
Ruleset Automatically Windows 2003 .................293 Create or Ensure an Account Exists for Taskmaster
Configure Windows Task Scheduler to Run NENU Web ..................................................................... 108
Ruleset Automatically Windows 7 and Windows Create or Ensure an RV2 Windows Account Exists94
2008......................................................................294
Create or Ensure Domain Exists .......................... 232
Delete All Rulesets in NENU Application ...........204 Fingerprint Maintenance Tool Troubleshooting .. 236
Install and Configure Datacap Rulerunner Quattro Installation Instructions for Taskmaster Server ..... 56
on Windows 2008 Server .....................................154 Installation Instructions for User Workstation ....... 88
Install and Configure NENU ........................195, 290 InstallShield Parameters ...................................... 305
Install and Configure Quattro on Windows 2003 Internet Explorer.................................................... 37
Server ...................................................................276
Introduction to Datacap Rulerunner Quattro.......... 45
Install and Configure Quattro on Windows 2008
Server ...................................................................278 Introduction to IBM Datacap Taskmaster Capture
8.0.1 ......................................................................... 9
Install and Configure Rulerunner as a Web
Service..................................................................214 Introduction to NENU ......................................... 195
Install and Configure Rulerunner as a Web Introduction to Rulerunner Quattro...................... 137
Service..................................................................295 Introduction to Single Thread Rulerunner
Install and Configure Rulerunner on Quattro................................................................... 45
RRServer ......................................................217, 223 L
Install and Configure Rulerunner Quattro ............137
Last Hit ................................................................ 326
Install and Configure RV2 on Windows 2003
Locate and Delete Partial Fingerprints................. 235
Web Server.....................................................95, 259
Locating Applications on a Network ..................... 12
Install and Configure RV2 on Windows 2008
Web Server...................................................101, 260 Log Onto RV2 ....................................... 33, 105, 136
Install and Configure Taskmaster Client Logging – Quattro Log Tab ................................. 314
Service..........................................................184, 287 Logging – RRS Log Tab...................................... 315
Install and Configure Taskmaster RV2 ..................93 Logging – System Event Log Tab ....................... 314
Install and Configure Taskmaster Web ................108 M
Install and Configure Taskmaster Web on IIS 6
Make a Note of and Shut Down Taskmaster
Server ...................................................................109
Client and Web Software............................. 141, 161
Install and Configure Taskmaster Web on IIS 7
Make a Note of and Shut Down Taskmaster
Server ...................................................................118
Software............................................14, 46, 148, 154
Install Instructions for Developer Workstation.....198
Microsoft .NET Framework 3.5.1
Install Quattro on QServer Windows 2003...........149 ................ 17, 20, 56, 62, 88, 101, 118, 155, 189, 223
Install Quattro on QServer Windows 2008...........156 Microsoft Windows Installer Parameters............. 305
Install RV2 on WebServer..............................97, 102 Modify the RV2 Dashboard........................... 34, 107
Install Scanner ........................................................63 Monitor APT Batches during Quattro Processing 169
Install Taskmaster Client on DevWorkstation......252 Monitor Batches during Quattro Processing ........ 181
Install Taskmaster Client Service on TCSServer..190 Monitor Quattro Processing of 1040EZ on Single
Install Taskmaster Components on Single Machine ................................................................. 52
Machine..................................................................21 Most Commonly Used Taskmaster Setup.exe
Install Taskmaster Options on QServer ........149, 156 Parameters ........................................................... 305
Install Taskmaster Options on TCSServer............189 N
Install Taskmaster Server Components on Server ..56 NENU .................................................................... 10
Install Taskmaster Server on Server .....................248 NENU Application Setup Actions ....................... 210
Install Taskmaster Web on WebServer ........110, 120 NENU Batch Processing Actions ........................ 211
Install Web Rulerunner Service on NENU Components ............................................. 195
RRServer ......................................................219, 224
NENU Logging Actions ...................................... 212
Installation and Configuration of NENU..............197
NENU Query Setup Actions................................ 210
Installation and Configuration Prerequisites...........13
NENU Reporting Actions.................................... 213
Installation Instructions for Developer
Next Steps.................................................... 153, 160
Workstation ............................................................62
Installation Instructions for Single Machine...........20
Obtain Task Profile Name ............................162, 176 Reset Application Pool Process Model Identities 240
Run Taskmaster Web Client 1040EZ Set Rulerunner Account Security Permissions for
VScan Task ............................................................40 Datacap\RRS Folder Windows 2003 ................... 215
Run Taskmaster Web Client Application .............273 Set Rulerunner Account Security Permissions for
Run Taskmaster Web Client APT Application.....129 Datacap\RRS Folder Windows 2008 ................... 215
Run Taskmaster Web Client APT Scan Task.......130 Set Rulerunner Account Sharing Permissions for
Datacap Folder..................................................... 214
Run Taskmaster Web Client APT Upload Task ...131
Set RV2 Sharing Permissions for Datacap Folder
Run Taskmaster Web Client APT Verify Task ....133 Windows 2003....................................................... 96
RV2 ........................................................................10 Set RV2 Sharing Permissions for Datacap Folder
S Windows 2008..................................................... 102
Set Security Permissions...................................... 254
Sample AutoDelete Ruleset..................................209
Set Sharing Permissions for Datacap Folder
Select All Button ..................................................326
Windows 2003..................................................... 148
Select Web Service Extensions for Rulerunner
Set Sharing Permissions for Datacap Folder
Windows 2003......................................................222
Windows 2008..................................................... 154
Select Web Service Extensions IIS 6....................114
Set Taskmaster Client Service Security
Server Setup .........................................................248 Permissions for Datacap Folder Windows 2003 .. 188
Set IIS ASP Request Size Limit Set Taskmaster Client Service Security
Windows 2008..............................................123, 225 Permissions for Datacap Folder Windows 2008 .. 188
Set Location of Datacap.xml Set Taskmaster Client Service Security
.....60, 91, 98, 103, 117, 124, 150, 156, 191, 222, 227 Permissions for Datacap\Application Folder ....... 188
Set Location of Taskmaster Server and Set Taskmaster Client Service Security
Datacap.xml ...................................................67, 202 Permissions for Datacap\RRS Folder .................. 188
Set NENU Account Security Permissions for Set Taskmaster Client Service Sharing Permissions
Datacap Folder Windows 2003 ............................198 for Datacap Folder Windows 2003 ...................... 187
Set NENU Account Security Permissions for Set Taskmaster Web Application Pool
Datacap Folder Windows 2008 ............................198 Identity IIS 7........................................................ 122
Set NENU Account Security Permissions for Set Taskmaster Web Sharing Permissions for
Datacap\NENU Application Folder......................203 Datacap Folder Windows 2003............................ 109
Set NENU Account Security Permissions for Set Taskmaster Web Sharing Permissions for
Datacap\RRS Folder.............................................198 Datacap Folder Windows 2008............................ 119
Set NENU Account Security Permissions for Set Up Datacap Folder Sharing for Taskmaster
Monitored Application Folder..............................203 Client Service Windows 2008 ............................. 187
Set NENU Account Sharing Permissions for Set Up Quattro Restarts ................170, 182, 283, 285
Datacap Folder Windows 2003 ............................197
Set Up RV2 on Single Machine........................... 243
Set NENU Account Sharing Permissions for
Set Up RV2 Web Site IIS 6 ................................... 99
Datacap Folder Windows 2008 ............................197
Set Up RV2 Web Site IIS 7 ........................... 32, 104
Set or Confirm Timeout Parameters for Rulerunner
Running as Web Service Windows 2003 .............221 Set Up Security for RV2 on Datacap Folder
Windows 2003....................................................... 96
Set or Ensure Correct Datacap.xml File is in Use ..65
Set Up Security for RV2 on Datacap Folder
Set Other Parameters for Nested Taskmaster Web
Windows 2008..................................................... 102
Site IIS 6...............................................................113
Set Up Security for Taskmaster Web on
Set Other Parameters for RV2 Web Site IIS 6........99
Datacap Folder Windows 2003............................ 109
Set Rulerunner Account Security Permissions for
Set Up Security for Taskmaster Web on
Batches Folder Windows 2003.............................215
Datacap Folder Windows 2008............................ 119
Set Rulerunner Account Security Permissions for
Set Up Security on Datacap Folder
Batches Folder Windows 2008.............................215
Windows 2003....................................................... 59
Set Rulerunner Account Security Permissions for
Set Up Security on Datacap Folder
Datacap Folder .....................................................214
Windows 2008....................................................... 60
Set Up Security on Datacap\RRS Start Taskmaster Client Application ............ 168, 181
Windows 2003........................................................60 Start Taskmaster Client
Set Up Security on Datacap\RRS APT ........................................82, 132, 142, 145, 229
Windows 2008........................................................60 Start Taskmaster Client APT for the First Time .... 73
Set Up Security on Shared Folder Start Taskmaster Server on Single Machine ........ 242
Windows 2003......................................................149 Start Up Datacap Studio ...................................... 194
Set Up Security on Shared Folder Stop or Ensure Quattro Service is Stopped .......... 322
Windows 2008......................................................155
Stop or Ensure Taskmaster Server Service is
Set Up Sharing and Security Permissions for Stopped ............................................................ 35, 50
End Users ...............................................................89
Stop or Ensure the Taskmaster Client Service is
Set Up Taskmaster Application to Use Scanner .....90 Stopped ................................................................ 193
Set Up Taskmaster APT to Process Your Stop or Ensure the Taskmaster Server Service is
Invoice Images ...............................................84, 256 Stopped ...........................95, 109, 118, 163, 175, 177
Set Up TaskRun Virtual Folder Windows 2003 ...115 Stop the Taskmaster Client Service when in
Set Up Web Sharing and Security Settings on Display Mode ...................................................... 193
TaskRun Folder Windows 2003 ...........................115 Summary of NENU Actions ................................ 209
Set Up Web Sharing and Security Settings on
T
TaskRun Folder Windows 2008 ...........................122
Set Up WRRS Folder Account Permissions for Taskmaster Client .................................................. 10
Rulerunner Windows 2003...................................220 Taskmaster Client Service ..................................... 10
Set Up WRRS Folder Account Permissions for Taskmaster Client-Server Configuration ......... 13, 53
Rulerunner Windows 2008...................................225
Taskmaster Installer Command Line Parameters. 305
Set Web Site Isolation Mode for Rulerunner
Taskmaster RV2 .............................................. 30, 93
Windows 2003......................................................221
Taskmaster Server ................................................. 10
Set Web Site Isolation Mode IIS 6 .......................114
Taskmaster Web ...................................... 10, 35, 108
Settings.INI File ...................................................326
Taskmaster Web Client 1040EZ Application ........ 39
SetupDCO Setting ................................................327
Taskmaster Web Client APT Application............ 129
Share Datacap Folder and Set Sharing Permissions
Windows 2003........................................................58 Test Access to Rulerunner ........................... 222, 227
Share Datacap Folder and Set Sharing Permissions Test Internet Explorer .......................................... 127
Windows 2008........................................................59 Test Taskmaster Application Using Rulerunner
Show Statistics Button..........................................326 as a Web Service.................................................. 230
Shut Down Taskmaster Software ...........................84 Test Taskmaster Client Service and View
Processing............................................................ 192
Single IIS 7 Machine Installation .........................242
Test Taskmaster Client Service by Running
Single Machine Setup Checklist...........................242
Application .......................................................... 192
Start Datacap Studio and Open NENU
TIF ....................................................................... 326
Application...........................................................204
TIFF .................................................................. 326
Start Datacap Studio to Use Application
Wizard............................................................64, 200 Total Hits ............................................................. 326
Start Fingerprint Maintenance Tool ...............87, 235 Troubleshooting Quattro...................................... 321
Uninstall Taskmaster 8.0.1 ...................................237 View Taskmaster Client 1040EZ Groups .............. 28
Update ASP.NET Process Identity in View Taskmaster Client 1040EZ Groups Users
Machine.Config File Stations .................................................................. 28
Windows 2003........................................96, 112, 217 View Taskmaster Client 1040EZ Stations ............. 29
Update Authentication Parameter in Taskmaster View Taskmaster Client 1040EZ Users................. 28
Client Application Shortcut..................................234 View Taskmaster Client APT Groups ................... 82
Update Datacap.xml on Server.............................254 View Taskmaster Client APT Groups Users
Update Datacap.xml on Taskmaster Server....69, 201 Stations .................................................................. 82
Use Fingerprint Maintenance Tool.......................303 View Taskmaster Client APT Stations .................. 83
Use Taskmaster Authentication............................145 View Taskmaster Client APT Users ...................... 83
Use the Fingerprint Maintenance Tool .................235 View Taskmaster Client Service Processing........ 193
Use Windows Authentication...............................140 W
Uses for NENU ....................................................195 Web Rulerunner Service........................................ 10
Using Taskmaster 1040EZ .....................................23 Welcome.................................................................. 7
Using Taskmaster APT ..........................................71 What is IBM Datacap Taskmaster Capture? ............ 9
V Workflow Job Task - Advanced Settings Tab ..... 313
View Batches Processed by Quattro Workflow Job Task – Application Information
using Job Monitor.........................................169, 181 from the Taskmaster Application Service............ 311
View Event Viewer Logs on QServer ..................321 Workflow Job Task - Node Settings lower right.. 313
View Quattro Processing Logs .............................323 Workflow Job Task - Quattro Settings Tab ......... 312
View RV2 Reports for APT .................................262 Workflow Job Task – Threads............................. 311
View RV2 Reports for Taskmaster Client APT ...105 Workflow Job Task Tab ...................................... 311
View RV2 Reports for Taskmaster Web APT......136
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