Set System Options

Before beginning to set the system options, ensure that the:

Consult with your System Administrator for additional SQL Server configuration requirements prior to using eCapture.

  1. Start the eCapture ControllerUsed to create projects, run discovery jobs, and processing jobs. The Controller manages the status of executing the jobs along with performing other functions such as changing a project’s priority, managing Worker task tables, viewing Worker status information from a grid, modifying project options for both discovery and processing jobs, running reports, and exporting data. 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 appears. (If it does not appear, choose View > System Options from the menu bar.)
  2. ClosedEnter the information required to establish the connection:
    • If the connection is not established, the dialog will present some options to try in order to establish the connection.
    • If the connection is successful, the dialog will state: The connection was tested successfully. Click OK to close this dialog.
  3. ClosedFrom the Low Disk Space Cutoff box, select a value for the Network and/or Worker.
  4. Under User-Interface Settings, select from:

  5. Select a Tree View Sorting option. The tree view in the ClientThe highest level in the ADD hierarchy. A Client is required to create a case. Management tree view can be sorted by either IDIn the eCapture Controller, a number assigned (through the SQL database) to every Project, Discovery Job, or Processing Job. (default)
    or by name (alphabetically). Sorting applies to all entities. The tree view collapses
    (refreshes) after an option is selected.
  6. Select a Remote Desktop option. These settings are available for both the Full and Limited ControllerDesigned to give full viewing access to Clients, Projects, and Jobs. The Controller is required to perform a number of functions including, but not limited to, performing NIST matches, modifying Job Priorities, etc. Note: The Save as default option is not available. and allow for connecting via remote desktop to a specific worker. The machine name and IP address is stored in the WorkerAn eCapture module. The Worker (also called the Client) runs from individual workstations and processes tasks. Status Information tab. Select the method to connect by:
  7. Under Multi-Language OCROptical character recognition. In eCapture, OCR text is created during a Processing Job, if possible. Otherwise, extracted text is created. A separate text file is created for each page processed. Licenses, (as of version 2016.3.1) this control is used to support the multi-language OCR worker license type. The maximum number of QCQuality Control. A process performed on a Processing Job to ensure accuracy of the final, delivered data. QCing can be performed on one, some, or all available categories and/or one, some, or all flags (Passed QC, Text Missing, Low Priority, etc.) 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.
  8. Under Flex Processor Rule Application, adjust the Thread values for:
  9. Closed(Optional) NIST Database Settings:
  10. 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 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.

    Time zone information is now stored in database tables in the eCapture Configuration database. Worker machines will apply the time zone offset value stored in the eCapture Configuration database. The Use Local Time Zone option was removed from the Case (ProjectIn ADD, the level beneath Client in the hierarchy. Projects can have one or more Custodians.) and Job Options dialogs. For Cases (Projects) that were set to Use Local Time Zone, the Local Time Zone is determined from the eCapture Controller machine when the Project options are loaded and that time zone value is written to the eCapture Configuration database.

    When re-processing documents that are contained in Cases (Projects) prior to this change and that were set to Use Local Time Zone, the local time zone is determined from the QC machine and is written to the eCapture Configuration database. This value is used during the re-processing
  11. Click OK to close the System Options dialog. If you have not already done so, start the ClosedQueue Manager.
  12. To start the eCapture QueueThe jobs that waiting to be processed. Manager, right-click the eCapture Queue Manager icon in the system tray and choose Start. The eCapture Queue Manager starts and the icon color changes.