Establish a Connection with the SQL Server and Set the System Options

  1. Before you attempt to establish a connection with the SQL server make sure that the:

    • SQL Server Authentication is enabled

    • local logging in to the SQL Server was successful

    • SQL Database Script Created the Configuration database

    • TCP/IP is enabled in the SQL Server Configuration Manager

  2. Start the eCapture Controller by double-clicking the icon on the desktop or choosing it from the Windows Start menu. The first time it is started, the System Options dialog box appears. (If it does not appear, on the menu bar, click View > System Options.)

  3. Enter the following information to establish the connection:

    1. From the Server drop-down list, select the SQL server where the SQL database resides. If the field does not appear as a dropdown, or the name of the server does not appear in the list, type the name into the field.

    2. Enter the name of the SQL Database in the Database field.

    3. Enter a Username and a Password.

    4. Click . A dialog appears with connection status information.

    5. If the connection is not established, the dialog will present some options in order to try to establish the connection.

    6. If the connection is successful, the dialog box will state: The connection was tested successfully. Click OK to close this dialog box.

  4. (Optional) For the NIST Database Settings, do the following:

    Enter the name of the NIST database.

    Note: The NIST database is optional. It does not come with eCapture. For information about NIST, visit the NIST website.

    Click . A dialog appears with connection status information.

  5. From the Low Disk Space Cutoff box, do any of the following:

    • Network: From the drop-down list, select a value. The minimum space value is determined by the SQL Server database configuration. This value may change based on the Server that is selected from the drop-down list in this dialog. The range is from 10 MB through 100 GB, and No Minimum.

    • Worker: From the drop-down list, select a value. The default value is set to not check drive space. If set with a value, the worker changes its status to 'low disk space' if the drive’s free space falls below the limit set. The local drive is defined as the drive where the system temporary directory is configured.

  6. The Multi-Language OCR Licenses control is used to support the multi-language OCR worker license type. The maximum number of QC multi-language OCR licenses that may be reserved for QC are one less than the number of multi-language OCR licenses that exist. For example, for 10 multi-language OCR licenses, the max value may be set to 9. Slide the control to reduce the number of licenses and to keep the Worker from consuming all available licenses. For more information on Multi-Language OCR Licenses, see Multi-Language OCR Functionality.
  7. Under User-Interface Settings, select from:

    • Expand Custodian Tree Nodes in Export Job Creation is selected by default. When an export job is started, every node is usually expanded. If there are a lot of custodians, there usually will also be a lot of processing jobs. This option, when selected, will minimize the amount of time it will take to scroll through the tree.

    • Display Search Progress is selected by default. When search criteria is selected in the Flex Processor Rules Manager and applied or previewed, a search progress meter appears. Clear this option to hide the search progress meter.

  8. Select a Treeview Sorting option. The Client Management treeview can be sorted by either ID (default) or by name (alphabetically). Sorting applies to all entities. The treeview collapses (refreshes) after an option is selected.

  9. Select a Remote Desktop option. These settings are available for both the Full and Limited Controller and allow for connecting via remote desktop to a specific worker. The machine name and IP address are stored in the Worker Status Information tab. Select the method to connect by:

    • Connect Using Name

    • Connect using IP address

  10. Enter a Custom Port value to optionally connect to a non-default port. All connection requests use the same port. Executed by building a command string and shelling to mstsc.exe.

  11. Under Flex Processor Rule Application, adjust the Thread values for:

    • Search Threads (Default value is 1, maximum value is 8) - Adjust this value to set how many dtSearch rules can run simultaneously. A higher value will use more resources from the eCapture Controller; however, it will allow multiple searches to finish faster if the Controller machine has enough processor capacity. Too many threads may not be handled well on slow or heavily loaded machines.
    • Rule Application Threads (Default value is 1, maximum value is 8) - Adjust this value to set how many non-dtSearch rule applications can run at once (file type filters, item ID imports, etc). These rule applications impact the SQL server rather than the eCapture Controller, and in turn can impact how well eCapture runs on the whole due to increased SQL activity while rules are applied.
  12. Under Time Zone Handling, click to pull the registry version into the two time zone database tables. An hourglass appears indicating the update is in progress (wait before clicking OK to close the System Options dialog). When the update is finished, the versions will match. Versions can only be incremented, not decremented. The Update button is enabled when a newer version is available. If the available time zone version is lower than, or matches the installed time zone version, the button is disabled.

  13. Click OK to close the System Options dialog box.

  14. If you have not already done so, start the Queue Manager. See Overview: Queue Manager.


Related Topics

Select a Different SQL Server and Database

Multi-Language OCR Functionality

Overview: Queue Manager

Configure the Queue Manager

Worker Status Descriptions