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RobertoAraujo1
3 Cadmium

Ask the Expert: Best Practices – 7.x Installation and Upgrade

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https://community.emc.com/thread/219590

Welcome to the EMC Ask the Expert discussion. During this discussion, we will be covering “Best practices – 7.x Installation and Upgrade”. What are some of the best practices to make sure that you have a successful Captiva Capture installation? What are the best practices for carefully planning the installation that requires attention to many aspects, including: hardware, software, locale, networking, security, system availability, backup, recovery, and more? Among the many areas, our experts will answer your questions in regards to best practice before and during installation and upgrade. This discussion will be centered around the “Captiva-Capture-Installation-Guide”,  broken down into Client, Server, and Database.


Here is a video, presented by Saishiv Varshney, that provides an overview of Captiva 7.5. Please watch it and if you have any questions post them on this ATE thread for the SMEs to answer.



Meet Your Experts:

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Designated Support Engineer - EMC Captiva

Jeff is a Captiva Designated Support Engineer. He has experience with Captiva InputAccel, Dispatcher, eInput, InputAccel for Invoices, and Captiva Capture. Prior to Captiva he was in the semiconductor industry as an ASIC Design Support Engineer.

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Paul Targosz

Designated Support Engineer - EMC Captiva

Paul is a Designated Support Engineer since 2007 for Captiva products (Inputaccel, Dispatcher, Formware, Inputaccel for Invoices). Subject Matter Expert, Coach, and Mentor for Captiva team. In the past, Paul, managed a team of support engineers, architect using .NET and Java, and senior development responsibilities.

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Designated Support Engineer - EMC Captiva

Davis is a Designated Support Engineer with 8 years of experience with Captiva products. David has delivered multiple training sessions on Dispatcher and its optimization, and acts as a mentor for this product. He has experience with Dispatcher, InputAccel, InputAccel for Invoices, CaptivaCaptures.

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Stacie Barrera

Product Manager

Stacie has been a product manager for nearly 15 years; 8 of which at EMC. Prior to coming to EMC, I managed applications targeted at insurance companies and auto repair shops. These days I am responsible for Captiva Capture's Advanced Recognition, Invoice Capture, and legacy products like FormWare.

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Staff Systems Engineer (OEM/BPO) - EMC Captiva

Bryan has spent over a decade working in the capture industry in a variety of roles including product management, marketing and engineering.  Current role is to provide technical pre-sales consulting and implementation guidance.  Prior to EMC Bryan worked in support and product management at Teradata, Key Corp and Progressive Insurance.

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Designated Support Engineer - EMC Captiva

Shaishiv is a is a Designated Support Engineer with 10 years of experience with Captiva products. He has experience with the Captiva suite (Inputaccel, Dispatcher, Formware, Inputaccel for Invoices).


This discussion takes place from August 24th - September 4th. Get ready by bookmarking this page or signing up for e-mail notifications.


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58 Replies
RobertoAraujo1
3 Cadmium

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

This Ask the Expert session is now open for questions. For the next couple of weeks our Subject Matter Experts will be around to reply to your questions, comments or inquiries about our topic.


Let’s make this conversation useful, respectful and entertaining for all. Enjoy!

SSV1
2 Iron

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

Welcome to "Ask The Expert"! On behalf of Captiva DSEs, I welcome you to this event. During these two weeks, please feel free to post your questions on this forum. A panel of experts will be taking your questions around Captiva 7.x installation and upgrade. Thank you!

Jonnyvic_wb
1 Copper

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

Hi Guys, Thanks for creating the forum.

We recently upgraded our Captiva Infrastructure from InputAccel 6.5 to Captiva Capture 7.1 which connects to Documentum Content Server 7.1. We used the following modules in IA 6.5

Developer Tools:

a. Process Developer

b. CaptureFlow Designer

Attended Module

a. Scan+

b. Index+

Unattended Module(Which runs as service)

a. MDW (Multi Directory Watch)

b. Multi

c. Image Enhancement

d. Advanced Documentum Export Module

e. Timer

And when we upgraded to Captiva Capture 7.1, we used the same modules due to the time constraints and we did not change our process or setup to take advantage of the new modules which are replaced/ replacing the deprecated Module namely (Index+, Image Enhancement) and the Developer Tools (CaptureFlow Designer).

Now we are planning to change the capture flow, process, setup, settings,.. to make use of the new modules as the existing modules are deprecated.

Developer Tools:

a. Process Developer

b. CaptureFlow Designer  ----> Replaced/ Integrated  with Captiva Designer 7.1

Attended Modules

a. Scan+

b. Index+  --> We have to use the Captiva Desktop in 7.1 and Completion in 7.5

Unattended Module(Which runs as service)

a. MDW (Multi Directory Watch)

b. Multi

c. Image Enhancement  --> Replaced with Image Processor, together with Image Processing profiles

d. Advanced Documentum Export Module

e. Timer

Looks like the Capture 7.5 is also released and could you please guide us, how we can go with this approach. In Capture 7.5 , Captiva Desktop is now renamed or enhanced as Completion which has Index+ and other  Desktop Family of Modules - (Captiva Capture introduces a new interface for manual classification called Identification. The Identification module is part of the Desktop Family of modules. As part of this effort, Captiva Desktop is renamed to Completion. Both modules are aligned to have a similar look and feel as well as common functions. Identification allows customers to identify document types and assign templates and Completion allows users to complete the data entry form and validate any extraction results.)

Regards,

John

0 Kudos
MicahSmith1
2 Bronze

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

In CaptureFlow Designer (specifically in 7.1)...how are RetriesLeft handled? Is our FinishRoutine called for every retry, or the FinishRoutine is only called after all retries have been exhausted?

0 Kudos
acford1
1 Copper

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

We are now running Captiva Capture 7.1. All of our modules are now Windows service based with the exception of PDF Export and eStatus (deprecated). Are these modules still deprecated in 7.5 or have they changed to service based modules?

0 Kudos
MicahSmith1
2 Bronze

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

What are the best practices for doing image assignments in CaptureFlow Designer? In IPP development, even modules like ODBC required an InputImage. What modules do and do not require such an assignment in 7.1?

0 Kudos
SSV1
2 Iron

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

Hello John,


Thank you for your question. To help you plan the strategy, let me cite an example of IndexPlus as you asked. Please remove IndexPlus steps from the process and replace with Completion. Also note that IndexPlus and Completion cannot coexist in the same process. Configure module settings as required. Please also note that MDW is replaced by Standard Import with File Import Profile and this is the last supported release for MDW so while you can still use it on 7.5, it will be going away in the later versions so please plan accordingly.


Shaishiv

0 Kudos
SSV1
2 Iron

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

Hello Anthony,


Modules that are no longer shipped are not included in the installer. Although you may continue to use these modules if they are already installed, they are no longer supported. For ex - PDF Export (Standard Export along with Export profiles; most functionality is replaced by the Image Converter module). For complete list, please visit Captiva Capture Release Notes under “Release Notes > Features and Updates > Components and Modules: Legacy, No Longer Shipped, and To Be Deprecated >


Shaishiv

BGard1
2 Bronze

Re: Ask the Expert: Best Practices – 7.x Installation and Upgrade

Hello Jonnyvic -

You may also want to read up on some of the Captiva Whitepapers regarding Captiva Desktop that are on support site:

  • Combining Scripting APIs to Develop Advanced Functionality in Captiva Desktop
  • Captiva 7 Indexing Levels and Desktop
  • Understanding Validation Rules in Captiva Desktop and Extraction

Even though the whitepapers were written in the 7.0 & 7.1 timeframe for the ‘Desktop’ UI, the underlying implementation/configuration approach discussed in these documents still applies to Completion.

0 Kudos