Document processing sample application

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The sample application helps you to understand how to upload document to IBM Automation Document Processing.

DocumentProcessing is a IBM® Datacap sample application that can be used to upload documents to IBM Automation Document Processing project. There are three main task profiles in this application:

  1. VScan: This task profile allows user to input images in various formats and through different IBM Datacap clients.
  2. Profiler: Once the images are scanned, Profiler task classifies the images into PDF and non-PDF document types. If there are any bar code separator sheets in the documents, then it is classified as a separator document type.
  3. Export: During export task the non-PDF documents will be converted into a PDF document by using the document conversion actions. In case of Main Page/Trailing Page scenario, they are combined into a single PDF file. All the documents with PDF type will be exported to IBM Automation Document Processing by using the connection details as specified in the application manager.

Follow these steps to upload documents to IBM Automation Document Processing by using this IBM Datacap application:

  1. Verify the DocumentProcessing application is installed as an out of the box application in the IBM Datacap folder.
  2. Open Application Manager and set the config parameters. Set PROJ_CONFIG, PROJ_ID, DocumentProcessingConnectionURL, userName in General values section. Set userPassword to the advanced values section.
  3. Add SSL certificate to truststore by using following steps:
    1. Open an SSL connection to the Content Platform Engine web services endpoint by using a browser, for example, Chrome for this procedure. As an example, the URL is https://cpe.test.fyre.ibm.com/wsi/FNCEWS40MTOM.
    2. Open the web developer tools. Select the Security tab. Select View certificate button.
    3. From the Certificate dialog, select the Details tab. Select the Copy to File... button.
    4. From the Certificate Export Wizard, select PKCS #7 Certificates and Include all certificates in the certification path if possible check box. Select a location for the certificate.
    5. Open certlm.msc.
    6. Navigate to Local Computer\Trusted People\Certifcates.
    7. Select All Tasks > Import.
    8. Local Machine is selected by default, click Next.
    9. Navigate to the certificate stored in step d.
  4. Upload using DStudio.
    1. Open the Application in DStudio.
    2. Place the documents to be upload in the folder as defined in VScan source folder in the Application manager.
    3. Go to Test tab, Create new batch in Desktop Scan job, Scan task.
    4. Select VScan task profile and run.
    5. Advance to next task
    6. Run Profiler.
    7. Advance to next task
    8. Run Export task.
    9. Go to batch folder and open export.xml and observe the values of following variables:
      1. DocumentProcessingBatchID= Batch ID of the batch created in Document Processing service
      2. DocumentProcessingBatchStatus= 240
      3. DocumentProcessingBatchStatusDescription= Upload complete
  5. Upload by using Datacap Navigator + Rulerunner.
    1. Log in to Datacap Navigator admin desktop.
    2. Create new repository by using the DocumentProcessing application.
    3. In the General Configuration for repository, select column PB_DPBATCHID to be shown on the Job Monitor.
    4. Create a Desktop and select repository that is created in step 5.c, select Datacap main Page in features and make it default, also enable show quick launch and shortcut pane.
    5. Now log in to the newly created Desktop.
    6. In Rulerunner manager login to Datacap and open Workflow task tab
    7. Add new Rulerunner process and add Profile and Export task from web scan job.
    8. Start Rulerunner service.
    9. In DocumentProcessing Navigator desktop, create new batch by clicking Scan button.
    10. Set the Location and Group from the Scan page.
    11. Select some documents and submit.
    12. Wait for Rulerunner to process Profiler and Export task. Once Export is successful, the column DPBATCHID is populated with the batch ID of Document Processing batch Job Monitor.
  6. Upload by using Datacap Desktop.
    1. Log in to the DocumentProcessing application in Datacap desktop
    2. Click Scan.
    3. Browse and scan the required documents and submit.
    4. Click Background Auto shortcut to run Profiler.
    5. Click Background Auto shortcut to run Export
  7. Test by using Rulerunner auto Import
    1. In Dstudio, ImportFiles ruleset settings, set input folder, Maximum documents to input and Copy Image folder.
    2. Configure a Rulerunner process thread for Bulk Import.
    3. Start Rulerunner service.