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Chapter 2, Ipro eCapture Controller
2-2 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Getting Started
The first time Ipro eCapture Controller runs, do the following:
• select the system options for the Ipro eCapture Controller through the
System Options dialog - these options include entering the Server name,
Database, Username, and Password. In addition, select Queue Manager
integration options, set a low disk space cutoff value, indicate whether to
expand the Custodian Tree Nodes, select a tree view sorting option, and
test the connection. The System Options are described in the section,
Establishing a Connection with the SQL Server and Setting the System
Options on page 2-2.
• configure the Queue Manager through the Queue Manager Configura-
tion dialog - this includes entering the Server name, Database, User-
name, and Password. In addition, configure the Performance settings
and test the connection. Information on configuring the Queue Manager
is described in Chapter 4, Ipro eCapture Worker, section Configuring the
Ipro eCapture Queue Manager on page 3-2.
Establishing a Connection with the
SQL Server and Setting the System
Options
Before beginning, ensure that the:
• SQL Server Authentication is enabled
• local logging in to the SQL Server was successful
• SQL Database Script Created the Config database
• TCP/IP is enabled in the SQL Server Configuration Manager
1. Start the Ipro eCapture Controller by double-clicking the icon on the
desktop or choosing it from the Windows Start menu. The first time it is
These dialog boxes will present themselves initially upon starting Ipro
eCapture Controller. Once these settings are established, changes can
be made subsequently, if necessary.
- User Guide 1
- Disclaimer 2
- Trademarks and Product Notes 2
- Copyright 2
- 1 Introducing Ipro eCapture™ 3
- 2 Ipro eCapture Controller 3
- 3 Ipro eCapture Queue Manager 4
- 4 Ipro eCapture Worker 4
- Custodians, and Jobs 5
- 6Performing QC 6
- 7 Creating Export Series and 8
- 8 Running Reports 9
- Rules Manager 9
- Appendix B Fail Task Warning 10
- Messages 10
- Appendix C Lotus Notes 10
- Appendix D LFP Files 10
- Contents 11
- Appendix F Glossary 12
- Introducing Ipro 13
- Before Using Ipro eCapture 15
- About this Guide 16
- In This Guide 17
- Related Documents 18
- Document Conventions 19
- Enterprise Support 19
- Before Calling 20
- Ipro eCapture Controller 21
- Getting Started 22
- Job Execution 27
- Worker Maintenance 31
- Creating Task Tables 33
- Assigning Enterprise Workers 38
- Enterprise Applications 40
- Relativity 41
- Loading the Hash Lists 43
- Deactivate a Client 45
- Reactivate a Client 46
- Client Management Tab 47
- Modifying Project Options 76
- Export Jobs 78
- Error Handling 80
- Ipro eCapture Queue 83
- Click the Size Limits tab 92
- Q1 2014 877-324-4776 100
- Ipro eCapture Worker 101
- Configuration 103
- Testing the Connection 104
- 877-324-4776 Q1 2014 105
- About the Worker.LOG file 107
- 3. Click Yes 108
- Creating Clients 109
- Projects, Custodians, and 109
- Workflow Overview 110
- Before Running any Jobs 111
- Creating a New Client 111
- Creating a New Project 112
- Creating a New Custodian 116
- Project Level 117
- Before you Discover 123
- Creating a Discovery Job 124
- Modify Discovery Job dialog 130
- Password Handling 141
- Known Password List 142
- 2. Click 142
- Loading a Password List 143
- E-mail De-duplication 145
- File Extraction 146
- Embedded Files 146
- Indexing Options 149
- Search Indexing 151
- 13. Proceed to the sections: 168
- Color Depth Options 170
- Image Color Depth 171
- PDF Color Depth 171
- Options 190
- Setting the Common Options 192
- Setting the OCR Options 193
- Setting the Time Zone Options 194
- Creating Rules 198
- (Data Extract Job) 206
- Adding a Discovery Job 211
- (Optional) Enter a Batch ID 220
- Data Extract Jobs 223
- Items Area 225
- Batch Reprocessing 228
- Batch Deletion 229
- Re-queuing a Deleted Batch 230
- Batch QC Flag Assignment 232
- Performing QC 235
- Chapter 6, Performing QC 236
- Setting General QC Options 257
- Setting the Auto-QC Options 258
- Setting Merge Job Options 262
- Setting up User-defined Flags 269
- Deleting User-defined Flags 270
- Client List dialog appears 271
- 2. Select a Client 271
- Image Tab Window 277
- Thumbnails Tab Window 280
- View Tab Window 281
- List Window 283
- Records List Window 286
- Clipboard 288
- Document 288
- Conducting a Session Search 289
- Refining a Session Search 290
- Conducting an Advanced Search 291
- Same MD5Hash Value 293
- About Export Sets 296
- Creating an Export Set 297
- Saving Options 301
- QCing Items 302
- Text/OCR 310
- Grayscale (8-bit) JPG (8-bit) 317
- True Color (24-bit) JPG 317
- Setting Excel Options 318
- Setting the Word Options 326
- Reprocessing Exception Files 333
- Reprocessing Unknown Files 333
- Extract Job 334
- QC Module System Options 337
- Creating Export Series 341
- Export Series 342
- Export Sets 342
- Export Job) 343
- Sorting Fields 363
- Inserting Custom Group Fields 367
- Using Generated Numbering 388
- Using Predefined Numbering 389
- Proceed to Step 4 393
- Export Formats 596
- Export to Summation Case 597
- Ringtail Format 599
- Ipro DLF (Ipro Eclipse) 602
- About Export Series 604
- Data Extract Export) 606
- Editing an Export Series 608
- Deleting an Export Series 608
- Saving Export Settings 610
- Running Reports 611
- Ipro eCapture Legacy Reports 612
- Warnings vs. Errors 613
- Chapter 8, Running Reports 614
- Closing the Report Module 616
- Running the Selected Reports 624
- Appendix A Using the Flex 627
- Processor Rules Manager 627
- Preparation 629
- Rule Bar Options 633
- Import/Create Rules 637
- Category Options 638
- Export/Copy Rules 640
- Master Rule Sets 640
- Customizing Placeholders 644
- Defining Selection Criteria 653
- Date Criteria Tab Options 658
- Search Criteria Tab Options 660
- Item IDs 669
- Import from Another Job 670
- E-mail Entry IDs 671
- General Options 674
- Date Range Filtering Options 674
- Appendix B Fail Task 679
- Warning Messages 679
- Overview 681
- Appendix C Lotus Notes 683
- Copying the User ID File 684
- Switching the ID 685
- Changing the Password 686
- Appendix C, Lotus Notes 688
- Appendix D LFP Files 691
- Appendix D, LFP Files 692
- Importing a New Page (IM) 693
- Changing Boundaries 695
- Adding Information to Images 698
- Creating a New Issue Tag (IN) 701
- Highlighting Search Text 702
- Moving Images 706
- Changing an Image Key (CK) 708
- Removing a Single Page (RP) 709
- Securing Images 710
- Comment Line (##) 710
- Example: 711
- Appendix E Password 713
- Protected Detection 713
- OutsideIn File Types 713
- Microsoft Access 714
- Microsoft Excel 714
- Microsoft Word 716
- Microsoft PowerPoint 717
- Microsoft Project 719
- Microsoft Visio 719
- Appendix F Glossary 721
- Appendix F, Glossary 722
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