Set System Options

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

• SQL Server Authentication is enabled
• local logging in to the SQL Server was successful
• SQL DatabaseA collection or records. Each record contains a set of fields. Each field contains a unit of information. For example, a residential telephone directory (the database) contains a collection of records (the residential listings) that contain fields (name, address, and phone number of each resident). Script Created the Configuration database
• TCP/IP is enabled in the SQL Server Configuration Manager

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. Enter 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. From the Low Disk Space Cutoff box, select a value for the Network and/or Worker.

Under User-Interface Settings, select from:

• Expand CustodianIn eDiscovery, the data custodian is usually the person responsible for, or the person with administrative control over, granting access to an organization's documents or electronic files while protecting the data as defined by the organization's security policy or its standard IT practices. 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. Deselect this option to hide the search progress meter.
4. 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.
5. 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:
• Connect Using Name
• Connect using IP address

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.

6. 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.
7. Under Flex Processor Rule Application, adjust the Thread values for:
• Search Threads (Default value is 1, maximum value is 8)

Adjust this value to allow for 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 allow for 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.

8. (Optional) NIST Database Settings:
   • Enter the name of the NISTNational Institute of Standards and Technology. For more information, visit the website www.nsrl.nist.gov. Ipro Tech allows for the optional loading and use of the NIST database for use with eCapture. database. Note: The NIST database is optional. It does not come with eCapture. For information about NIST, visit http://www.nsrl.nist.gov.
   • Click . A dialog appears with connection status information.
9. 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
10. Click OK to close the System Options dialog. If you have not already done so, start the Queue Manager.

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.