Configuring the Datacap application

Creation of a Taskmaster application by using the solution example of the insurance company. It shows you how to create the claim form-related portion of the application. By following the solution example, we can see many of the common functions that are used by the Datacap applications.

Creating the claim form portion of the application details the following tasks:

1.Installing and configuring the scanner on the Datacap client.

2.Creating the required rule sets.

3.Adding the rule sets to the task profiles.

4.Adding the rule sets to the document hierarchy.

5.Creating the Verify user interface in Batch Pilot.

Creating a blank application

To create an application from scrape using Datacap Studio and Batch Pilot, complete these steps:

1.Launch Datacap Studio by selecting Start

2.Click Close when you are provoked for the application you want to open.

Datacap Studio opens with a blank view as shown in Figure

3.Click the RRS tab, and arrange the web service and Rulerunner general settings

a.In the Service box,configure the service. We select Work offline.

b.In the Rulerunner general settings box, identify the path to the global rule sets and actions location. This path usually points to a directory that is updated during product update on the project server. Do not store personalized rule sets and actions here. We enter the c:\datacap\RRS\ path. Then we select Save older version of rules in archive(s).

4.Click the DCapp tab, and enter the path that grasps the main application management files for the client (Figure 6-3). This path usually points to the file in the local Datacap directory. To recover administration, otherwise you can place it on a network drive. For this case study, we use the default value. We also select Save older versions of application in archive(s).

5.Click the DStudio tab (Figure 6-4). Optionally, select the Transparency option, which defines the transparency of the pop-up windows inside Datacap Studio. For this use case, we do not select the check box, which is the default.

6.In the Settings window, click OK.

7. Click the Application Wizard icon next to “Settings” at the top of the Datacap Studio window (Figure 6-5) to open the application wizard to start creating an application.

8.Select Create a new RRS application.

9.In the Datacap application wizard–Application Wizard window, complete these steps:

c.Enter the name of the new application. Users must enter this name in the client when they log on to an application.

 

d.Enter the Datacap Folder, which points to the executables of the clients. You can set an different path on your local machine if we do not follow the standard installation.

e.For the Destination field, which points to the project directory, enter a network path to make the project available to others. You can use Universal Naming Convention (UNC) notation for the server.

f.Optional: Select the option to create an application shortcut for either the current user only or for all users.

g.Click Next.

10.In the Document Hierarchy, Fingerprints, and Add sample images windows, click Next to accept the default settings. The options are handled later.

11.Click Finish to start creating of the new application.

12.When the wizard is finished, review the summary information of the new application , and then click Close to close the wizard.

The wizard creates the directories with the required files in it and also registers the new application in the Taskmaster environment. On a 32-bit Windows system, the wizard creates the short cuts in the Windows Start menu.