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June 24th, 2015 13:00

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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>> Join our Ask the Expert: Best Practices – 7.x Installation and Upgrade http://bit.ly/1RxcJlL #EMCATE <<

19 Posts

September 3rd, 2015 09:00

As a recommended practice whenever upgrading Captiva versions please ensure to archive the following files:

Data Type
Host Location
Default File Location
Activation Files InputAccel Servers C:\IAS\activation\*.*
Module Definition Files

Captiva Designer machines /

Process Developer Machines

C:\Program Files\InputAccel\

Client\src\ipp\*.mdf

C:\Program Files\InputAccel\

Client\src\ipp\dia

Capture System Source Files Captiva Designer machines C:\Users\<username>\Documents\Captiva 7.x\<captureSystem>
IPP Project Source Files Process Developer machines

C:\Program Files\InputAccel\

Client\src\ipp\*.ipp


C:\Program Files\InputAccel\

Client\src\ipp\dia
settings.ini Client machines

C:\ProgramData\EMC\InputAccel\Settings.ini

Batches and Stage Files InputAccel Servers C:\IAS\batches\*.*
Processes InputAccel Servers C:\IAS\process\*.*
Dispatcher / Advanced Recognition Project Files

C:\Program Files\InputAccel\

Client\Supporting Files\dia\<version>\Project Samples
Supplemental Module Configuration Files InputAccel Servers C:\IAS\modules\*.*
Registry Parameters InputAccel Servers

HKEY_LOCAL_MACHINE\SYSTEM\

CurrentControlSet\Services\

InputAccel\Parameters

108 Posts

September 3rd, 2015 13:00

Did you know that when a component fails to install correctly, the setup program performs a rollback operation and

returns the machine to the state it was in prior to starting the installation. Troubleshooting this type of installation issue requires examination of setup program log files. However, setup program log files are not generated by default. To generate a log file, you must enable logging when starting the setup program by including a command-line parameter of /l.

For example, you could start the client setup program (or any of the other setup programs) by typing the following in a command prompt window:

  1. setup.exe /v"/l*v logfilename"

where

/v passes the part of the command line enclosed in quotes to the Microsoft Installer package.

/l*v enables verbose logging.

logfilename is the path and file name to which to write the log data.

This command line starts the setup program and writes detailed information to the specified

  1. file. After the installation completes (or fails and rolls back), you can examine the log file to help

determine the cause of the problem.

Please wait until the setup program closes before opening the log file to ensure that all log entries have been written to the file.

16 Posts

September 4th, 2015 00:00

Did you know that client modules are also scalable?

Captiva Capture enables multiple modules to simultaneously process different tasks from all in-process batches.

This means that production bottlenecks caused by slow modules can be resolved by adding more instances of those modules. There are several factors to consider when planning the number of each module required:

• The volume of incoming paper that must be processed.

• The amount of processing power the module needs. For example, an OCR module requires much

more time to process a task (recognize a page of text) than an export module requires to export

the same page of text.

• The amount of time an operator requires to process a task. For example, manual indexing

involving many fields that must be manually keyed by an operator takes more time than simple

indexing tasks.

Additional client modules can be added to the system at any time after the initial installation without negatively impacting production. If using machines with multiple processors, multiple instances of certain modules can be installed as services on a single machine. You will find a table in Appendix B of the installation guide which indicates which modules may be installed and run as multiple service instances.

108 Posts

September 4th, 2015 06:00

Hello,

Today is the last day for "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

37 Posts

September 4th, 2015 08:00

Did you know...

RESTful services are now included for free with 7.1 & 7.5 Enterprise Servers. This feature represents the latest option for creating batches on the server.  It is the preferred method for creating batches where images are coming into the system from mobile devices, the Captiva Web Capture (CWC) or other applications that support/communicate via REST.  It is part of the Standard Import Module setup.

If you have existing 7.1 Enterprise Servers and wish to add REST to your license, please contact your account manager who can process a No Charge Upgrade order using this SKU:

456-110-150     Captiva License Refresh

All that is needed is the list of 7.1 Enterprise server IDs you wish to upgrade.  Once the order is processed and an updated LIC is issued, you will notice the 'W" feature code added to the Server line on the license which turns on REST. This also applies to enterprise Test/Dev/DRS systems you may have in your environment as well.

While the RESTful services are now included, please bear in mind that licensing for CWC and the Captiva Mobile SDK are separate.

108 Posts

September 4th, 2015 15:00

Hello All,

We have reached our last day of “Ask The Expert” event. If you have any further questions, please feel free to reach out to us for any follow up on the event.

If you have any questions or would like to learn more about DSE Services, please let us know and we can provide more information on it.

Thank you again for your participation!

Shaishiv Varshney

2 Intern

 • 

718 Posts

September 4th, 2015 16:00

This Ask the Expert event has officially ended, but don't let that retract you from asking more questions. At this point our SME are still welcomed to answer and continue the discussion though not required. Here is where we ask our community members to chime in and assist other users if they're able to provide information.

Many thanks to our SMEs who selflessly made themselves available to answer questions. We also appreciate our users for taking part of the discussion and ask so many interesting questions.

ATE events are made for your benefit as members of ECN. If you’re interested in pitching a topic or Subject Matter Experts we would be interested in hearing it. To learn more on what it takes to start an event please visit our Ask the Expert Program Space on ECN.

534 Posts

September 10th, 2015 02:00

Thank you for the response David.

In that case, any extensions of CWC possible?

Can we customize the layout and UI (other than styles)?

37 Posts

September 10th, 2015 06:00

This is currently not possible in this release.

2 Intern

 • 

718 Posts

September 15th, 2015 07:00

Back on Aug. 24 Pradeepputtur  posted this question in this event's RSVP page and I'm not sure he was able to include it on this thread. Could anyone please provide some direction to his question? Here's what he wrote:

 

How do we Index Operator report for EIndex?. At this point of time even after enabling the existing log rules I can generate Index Plus Operator Summary report but not the EIndex modules report.. How can I do that?.

 

Thanks

Pradeep N

 

Thanks,

Roberto

37 Posts

September 15th, 2015 17:00

Hello Pradneep - You cannot generate operator reports for eIndex out of the box.  eInput does not have any audit logging that is tied back to the main Captiva SQL DBS.  You would need to build something custom to trap the eIndex operator's behaviors.  With eInput end of life, I am not sure that investment would be something I would pursue. 

37 Posts

September 22nd, 2015 08:00

Hari - Can you please send me your direct contact information to bryan.gard@emc.com.  There is no way I have found to contact you directly through the community forum.

37 Posts

October 6th, 2015 16:00

Hari - Please see this link for scan integration option with xCP: http://www.imageaccesscorp.com/ITDemos/xCP/

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