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Ask the Expert: Best Practices – 7.x Installation and Upgrade
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Ask The Expert: Solving Issues with Captiva Image Converter Ask the Expert: Tools for Service Assurance Suite. Sizing, Deployment and Diagnostic tools |
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:
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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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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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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>> Join our Ask the Expert: Best Practices – 7.x Installation and Upgrade http://bit.ly/1RxcJlL #EMCATE <<
ptargosz
18 Posts
0
August 25th, 2015 12:00
During a new install there is a settings.ini setting that can be very helpful.
RequireLatestClient - Ensures that the client module version matches the version of InputAccel Server that is running.
Setting this value to 1 disallows any client modules to connect that use a client DLL prior to the release of the InputAccel Server. Typically this only allows compatibility enforcement of major product revisions, for example, requiring 7.0 client modules with InputAccel Server 7.0. Setting this value to 0 enables an older or current client module version to connect to the InputAccel Server.
BGard1
37 Posts
0
August 25th, 2015 13:00
Did you know...
Sometimes when attempting to apply a CAF file to a new install, the server ID and Serial number will remain 0 and thus appear that the CAF file did not ‘take’. It did not.
The serial should immediately change to reflect the CAF number that was applied.
Resolution: To get CAF file to apply properly, close admin and add http://127.0.0.1 as a trusted site in Internet Explorer. Captiva Administrator leverages IE libraries and in some environments with tighter
security, adding localhost as a trusted site will correct this issue.
TLP1
16 Posts
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August 26th, 2015 05:00
To avoid potential security risks, when creating the InputAccel Database an SQL Server user account with restricted access should be created, rather than using a system administration account.
The SQL Server user account must be configured with the following:
• The user account must use SQL Server authentication (can be changed to Windows authentication in 7.1 and 7.5 post-installation).
• The Default database must be set to the InputAccel Database.
• The user account must be mapped to the InputAccel Database and the database role membership
must be set to Public.
• Grant the following permissions to the InputAccel Database:
— Connect
— Delete
— Execute
— Insert
— Select
— Update
Chandu_B
30 Posts
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August 26th, 2015 06:00
Hi Guys,
We recently upgraded to Captiva 7.1 from 6.0. But we still using the deprecated modules in 7.1. Coming to Captiva 7.1 instead of IndexPlus we need to use Captiva Desktop. But from the IndexPlus module we are connecting to documentum for data lookup with the help of these dll’s(iadctmval4.dll and iadctmval5.dll).
What are the best approaches for this in Captiva 7.1 or later versions is there way where we can connect to documentum from Captiva Desktop for lookup. In Captiva 7.1 from the Captiva Designer there is a configuration settings to connect to database, similarly is there way where we can connect to documentum database through DFC.properties and get the lookup data into Captiva Desktop.
Thank you,
Bala.
Anonymous
5 Practitioner
5 Practitioner
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274.2K Posts
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August 26th, 2015 10:00
Hi Bala,
For 7.5 we have made it easy to create a Documentum connection using Captiva Designer. Check out the following topics in the Captiva 7.5 Help to guide you:
Captiva Designer Guide > Preparing a Capture System > Defining Connections > Creating a Documentum Connection
Captiva Designer Guide > Preparing a Capture System > Defining Queries > Adding a Query > DQL Query Statement
As for 7.1, unfortunately this functionality wasn't added yet, so you will need to write scripting to connect to Documentum from Captiva Desktop.
Thanks,
Stacie
Chandu_B
30 Posts
0
August 26th, 2015 12:00
Thank you for the update, this helps us a lot and we can plan accordingly.
Is there any sample or document that talk about writing script for connecting documentum from Captiva Desktop it will be a good starting point for us for implementing this in Captiva 7.1 until we upgrade to Captiva 7.5.
Thank you,
Bala.
SSV1
108 Posts
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August 26th, 2015 13:00
Hello Bala,
Since this is a post installation and scripting question, I would encourage you to open an SR with support for further investigation on Captiva Desktop and to get any sample script.
We hope to hear more from you on installation and upgrade!
Thank you,
Shaishiv
TLP1
16 Posts
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August 27th, 2015 05:00
Did you know that the capture flow file (XPP) format is updated in version 7.5?
Whilst Capture Flow Designer automatically converts Capture Flows to the new version, it is recommended to follow the procedure below in order to mitigate against any potential problems:
- Ensure you have a backup copy of the XPP files
- [Optional] Prepare separate (standalone) copies of any meaningful script code from AssemblyInfo.cs
- Upgrade your system
- Open the old Capture Flow (there will be a version warning icon displayed)
- Save as new (the save dialogue is displayed automatically)
- Compile the new Capture Flow and verify new event handlers (BatchDelete, BatchError, StepError) were added to script code
- [Optional] Restore saved code from AssemblyInfo.cs (use _Global.cs)
- Upgrade/Install process on test server
- Remove the old Capture Flow
BGard1
37 Posts
0
August 27th, 2015 10:00
Please check out the white papers on the support site notably this one:
https://my.syncplicity.com/share/vvewdcza2fzhspt/Combining%20Scripting%20APIs%20to%20Develop%20Advanced%20Functionality%20in%20Captiva%20Desktop
JeffinTSG
19 Posts
0
August 27th, 2015 11:00
Did you know that Captiva Capture 7.5 Server was improved as a 64-bit application? This means higher performance enabling more batches to be loaded in memory and also larger batches.
As part of the move to 64-bit the Server parameter BatchMaskAddressSpaceK should be set to Max Physical Memory - .5 GB. For e.g., for a 16 GB memory set BatchMaskAddressSpaceK to 15.5 GB.
Only batches created from a 7.5 XPP run in 64-bit mode. Otherwise, all batches created prior to 7.5 processes, including 7.1 XPP, run in 32-bit mode. However, the Server is backward compatible with 7.1 and older batches/processes.
Upgrade to 7.5 and take advantage of 64-bit performance!
JeffinTSG
19 Posts
0
August 27th, 2015 12:00
Hello Micah,
Re: 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?
With the auto-generated code from CaptureFlow Designer RetriesLeft is still a trigger but only internally. It should not be manipulated in the XPP. There should be no attempts to manipulate trigger values in an XPP - just pretend it does not exist. All triggering should be implicit from the flow through the steps. To "retrigger" a step, you need to have a "jump" back to that step in the flow.
Generally Finish routine is only called if module successfully processes the task. If there is an error, then auto-generated code will handle it and deal with implementing the automatic retries. Only if all retries are depleted will it trickle up the error to CaptureFlow scripting (a.k.a. code-behind), or set the task on error.
However, if you enable the step option in CFD to automatically go to next step, then even module errors will result in Finish being called, but with a non-blank "ErrorCode" value. So, you must take care to check the "ErrorCode" value and do something in your flow if it is non-blank.
TLP1
16 Posts
0
August 28th, 2015 06:00
When upgrading Captiva Capture, ensure that you have the following minimum hard disk space free to run the Captiva Capture installers:
- Database and Captiva Capture Server: 4GB
- Captive Capture Client modules: 16GB
These temporary hard disk requirements are necessary because the Microsoft Windows installer backs up the existing files before upgrading to the new version.
SSV1
108 Posts
0
August 28th, 2015 13:00
One thing to remember is that when configuring a module to run as a service, do not enable Allow service to
interact with desktop. When a module runs as a service, it suppresses its user interface and
does not run properly when configured to interact with the desktop.
JeffinTSG
19 Posts
0
August 28th, 2015 14:00
Another Expert, Bryan Gard, touched on this but did you know that there is a new distributed capture client, Captiva Web Client, that was released in Captiva Capture 7.5 and will be our long term remote capture?
Captiva Capture Web Client provides the following features:
Upgrade to 7.5 and take advantage of new easier to use distributed capture Captiva Web Client!
SSV1
108 Posts
0
August 31st, 2015 06:00
Hello,
We are in our second and final week of "Ask The Expert" event. I encourage everyone to actively participate and take advantage of this event.
Please feel free to reach out to us should you have any questions around "Best Practices - 7.x Installation and Upgrade".
Shaishiv