Saturday, June 16, 2012

User unable to run batches from the Taskmaster Client Job Monitor in IBM Datacap Taskmaster Capture

User unable to run batches from the Taskmaster Client Job Monitor in IBM Datacap Taskmaster Capture


Abstract


An operator cannot run batches through Taskmaster Client's Job Monitor window.

Symptom




When logged into Taskmaster Client, the operator can only run batches using an Operations shortcut. Running a batch through the general Job Monitor does not work by double-clicking the QID or Job Monitor record number, and the Record | Execute menu option is disabled.


Cause




The user or group is missing the Run Task dialog privilege.


Resolving the problem




Grant the user or group the 'Run Task dialog' privilege.

  1. Run Taskmaster Client and login as admin or a user with full rights.

  2. From the Settings menu select Users (or Groups).

  3. Highlight the user (or group) to grant the privilege to and check the Run Task dialog box.

  4. Click Apply, then Done to close the window.


Note that the 'Run Task dialog' privilege allows users to run any batch listed in the Job Monitor regardless of his or her user/group and station permissions. Granting this privilege to specific users or groups will depend upon exact business requirements.

Thursday, June 14, 2012

Can Line Item Grids be nested in IBM Datacap Taskmaster Capture?

Can Line Item Grids be nested in IBM Datacap Taskmaster Capture?


Question


Can Line Item Grids be nested in a Datacap Taskmaster application? That is, can a Line Item Grid reside inside each line item of another Line Item Grid?

Answer




No. The actions from the Invoice Action Library that handle Line Item Grids require predefined fields defined for that fingerprint. The autoformed fields generated by those actions do not meet that requirement.

However it is possible to create Line Item Grids where a Line Item is more than one line, as long as the format for each multiline Line Item is the same. For example, an invoice contains the quantity and price on one line, but the description is on the next line, such as:

  • Line 1 - Quantity/Price of first item.

  • Line 2 - Description of first item.

  • Line 3 - Quantity/Price of second item.

  • Line 4 - Description of second item.


To set this up as a Line Item Grid, follow the standard procedure as defined in the Datacap Taskmaster Application Guide, except that when you define the zone for the Line Item, have it encompass both Lines 1 and 2.

Configuring Taskmaster Client login information for IBM Datacap Taskmaster Capture

Configuring Taskmaster Client login information for


IBM Datacap Taskmaster Capture


Question


How can Taskmaster Client login information be stored or configured to change the default behavior? Can an INI file or registry entry be used?

Cause




IBM Datacap Taskmaster Client can obtain much of the required login information from stored locations, or from command line flags.  The working StationID, the address or host name of the Taskmaster Server, and the database connection strings can be stored in the registry, in one or more configuration (INI) files, in the IBM Datacap Taskmaster Client shortcut target, or in a combination of these locations.


Answer




When Taskmaster Client is started from a shortcut with a “target” command line such as “c:\Datacap\tmclient\tmclient.exe –ic:\Some.ini” the Admin and Engine database connections (e.g. DSNs) are retrieved from \Some.ini.

The Station ID is normally stored in HKEY_CURRENT_USER\Software\Datacap\Task Master Client\Station.  The Host name is stored in HKEY_CURRENT_USER\Software\Datacap\Task Master Client\NetTM. When Taskmaster Client is run from a command line with the flag /INI (e.g. “c:\Datacap\tmclient\tmclient.exe /INI”) it retrieves the Station ID and Host name from “c:\windows\tmclient.ini” and the database connection strings from “c:\Datacap\tmclient\tmclient.ini”. Using the -s flag allows the Station ID to be specified at the command line. For example
C:\Datacap\tmclient\tmclient.exe -s3
will cause Taskmaster Client to set Station ID to 3 when logging in.

To use INI files instead of the registry entries, start with command line flag
-iC:\Datacap\tmclient\tmclient.ini – This file should already exist.

To create c:\windows\tmclient.ini from the registry, run the command
C:\Datacap\tmclient\tmclient.exe /REG:INI.

A shortcut such as “c:\Datacap\tmclient\tmclient.exe –iC:\Some.ini /INI” retrieves the Station ID and Host name from “c:\windows\tmclient.ini” and the database connections strings from “C:\Some.ini”.


 

Wednesday, June 13, 2012

How to add a lineitem before or after the current one in Batch Pilot Verify in IBM Datacap Taskmaster Capture

How to add a lineitem before or after the current one in Batch


Pilot Verify in IBM Datacap Taskmaster Capture


Question


How to add a lineitem before or after the current one in Batch Pilot Verify in IBM Datacap Taskmaster Capture

Answer




Applications such as APT and MClaims provide the ability to add and remove lineitems. When adding a new lineitem, it may be placed either before or after the one already being reviewed by the operator. APT offers two buttons in order to allow operators to create a lineitem either before or after, however they desire; in other applications, the default behavior may only be present for a newly created lineitem to be placed before the one that already has focus.

This default behavior can be changed by setting the AddAfter variable to True inside the panel scripting. The value of the variable is checked by the AddField subroutine, which is standard within an auto-formed panel. For example, if there is only one button within the panel to add lineitems, this could be set at the global level. If adding another button to mimic APT, the variable could be set to True or False accordingly inside the button click events.

 

Example:

btnAddBefore_Click
    Call AddField("Lineitem")

btnAddAfter_Click
AddAfter = True
Call AddField("Lineitem")
AddAfter = False


 

An Internal 500 error reported when attempting to log into Taskmaster Web Server 8.0.1 in IBM Datacap Taskmaster Capture


An Internal 500 error reported when attempting to log into


Taskmaster Web Server 8.0.1 in IBM Datacap Taskmaster Capture


Abstract


When an Active Directory user password is changed, users are not able to log into Taskmaster Web Server with the updated password. Instead, an "Internal 500 Error.. " is reported

Cause




Complete update procedures not run


Resolving the problem




The following settings are need to be updated when Active Directory user passwords are changed:

1. Launch IIS Manager (Windows 2008 Server)
2. Select "Default Website" and in the "Actions" menu > "Basic Settings" > "Connect As", update the User account's password.
3. Verify that this change was propagated in
Default Website > tmweb.net > Go to the "IIS" section and right-click on "Authentication > Basic Settings > "Connect As" button.
4. Restart and Test.


 


ProtoID does not display thumbnails for newly inserted pages in IBM Datacap Taskmaster Capture


ProtoID does not display thumbnails for newly inserted pages


in IBM Datacap Taskmaster Capture


 Abstract


ProtoID does not display thumbnails for newly inserted pages in IBM Datacap Taskmaster Capture

Symptom




1. Thumbnails do not display during ProtoID for newly inserted pages

2. Error message after finishing the batch that is similar to the following:
    unable to open file C:\Datacap\Flex\dco_Flex\blank.tif


Resolving the problem




In order to resolve this problem, copy \Datacap\Flex\dco_Flex\blank.tif and paste it into your application's directory where the BPP or ICP used by ProtoID is stored.

Please note: Normally this path is located on the Taskmaster Server or where application files are centrally stored. The account servicing the Datacap Taskmaster Server Service must have read permissions to the image, and the image must be named "blank.tif".


OpenTextFaxServer actions abort with COM error in IBM Datacap Taskmaster Capture


OpenTextFaxServer actions abort with COM error in IBM Datacap Taskmaster Capture


 Abstract


OpenTextFaxServer actions abort with a COM error in IBM Datacap Taskmaster Capture?

Symptom




The RRS log contains the following error:
Retrieving the COM class factory for component with CLSID {D7CA3941-DA83-4C87-949A-60DF378DD68E} failed


Cause




Issues with the RightFax v9.x client on the machine where the OpenTextFaxServer actions are being run


Resolving the problem




Install or repair the RightFax v9.x client on the machine where the OpenTextFaxServer actions are being run. RightFax client must be able to successfully login using the same parameters (e.g. server name and user credentials) without error externally from Taskmaster.


Taskmaster Client Service reporting trying again messages in IBM Datacap Taskmaster Capture

Taskmaster Client Service reporting trying again messages in


IBM Datacap Taskmaster Capture


Abstract


Taskmaster Client Service reporting trying again messages in IBM Datacap Taskmaster Capture

Symptom




In the Application Event Viewer logs or the Taskmaster Client Service disk log, you may occasionally notice "trying again" messages being reported by the service. For example:
Abnormal RunGrabbedQNRelease termination [rethrow to release batch] [Exception during running task]
trying again [1 of 3]

 

This may be most prevalent on machines performing VScan.


Resolving the problem




These messages are informational in nature and are not indicative of problems that need to be addressed. If the Datacap Taskmaster Client Service encounters an internal error during batch processing or attempting to grab a batch to perform work, then it will perform a retry of the failing operation. These retry attempts normally succeed on the first retry and thus transparently prevent issues as a result of the initial failure

 

Please Note: Application rules requesting an abort do not constitute an error in this context. The task and RRS logs should be audited in such cases and are not relevant to this Technote.


 

Single sign-on using Taskmaster Web in IBM Datacap Taskmaster Capture

Single sign-on using Taskmaster Web in IBM Datacap Taskmaster Capture


Question


How to use automated or single sign-on and page redirection with Taskmaster Web in IBM Datacap Taskmaster Capture

Answer




Starting in IBM Datacap Taskmaster Capture 8.0.1 Fix Pack 3, it is feasible to use single sign-on to login to Taskmaster Web and have the operator automatically redirected to a particular page. To do this certain data must be submitted to the website using an HTML form or some equivalent. The form should be placed into the website where Taskmaster Web is run; failure to do so may not yield the anticipated results.

Here is an example HTML form as reference:
<form method="post" action="http://server/tmweb.net/default.aspx" id="frm1" name="frm1">
<input type="hidden" id="hdApp" name="hdApp" value="APT"/>
<input type="hidden" id="hdFuid" name="hdFuid" value="admin"/>
<input type="hidden" id="hdPwd" name="hdPwd" value="admin"/>
<input type="hidden" id="hdStn" name="hdStn" value="remote"/>
<input type="hidden" id="hdRedir" name="hdRedir" value="jmonitor.aspx"/>
<input type="Submit" value="Submit">
</form>

Names of the form elements must be identical. The 'hdRedir' element defines where to redirect users after login and it can be a shortcut to run a batch (e.g. button.aspx?ID=# as obtained by hovering over a shortcut link in the Operations tab), or in the above example, the Monitor page. For ADSI or LDAP authentication the 'hdPwd' element should be left blank.

Note: During logout or session termination users will be returned to the referring URL where the original logion request originated from.

Unable to open file in Taskmaster Web with IBM Datacap Taskmaster Capture

Unable to open file in Taskmaster Web with IBM Datacap Taskmaster Capture


Abstract


On exiting Verify in Taskmaster Web, an error is displayed stating:


unable to open file C:\Datacap\(application)\batches\(batchname)\

Symptom




There will be no filename listed as part of the error, and the error may be repeated.


Cause




The rrCopy action was used to copy from a batch level field to a field located at some other level in the DCO hierarchy. This action also brings across underlying properties, including the imagefile property. Taskmaster Web attempts to locate the file specified in that property, then generates an error since the value is blank.


Resolving the problem




Use the rrSet action instead. This copies only the value of the field without bringing across the underlying properties.




 

ADSI or LDAP login for Taskmaster Web requires a blank password in IBM Datacap Taskmaster Capture

ADSI or LDAP login for Taskmaster Web requires a blank


password in IBM Datacap Taskmaster Capture


Abstract


When logging into Taskmaster Web with ADSI or LDAP authentication, the password field must be left blank

Cause




ADSI and LDAP authentication do not perform password authentication as documented in the following IBM technote:
Using Windows Active Directory, LDAP, or LLLDAP Authentication with IBM Datacap Taskmaster Capture

Taskmaster Web requires that the password field only be completed when using TMA or LLLDAP authentication.


 

Resolving the problem




Leave the password field blank in the login screen for Taskmaster Web.

 

Please note: As of the latest release and Fix Pack, only the application name (case sensitive) and a valid station ID (with sufficient virtual stations) are required for successful login to Taskmaster Web when Taskmaster Server is configured to use ADSI or LDAP authentication.

RV2 login failure when user does not have permission to view reports in IBM Datacap Taskmaster Capture

RV2 login failure when user does not have permission to view


reports in IBM Datacap Taskmaster Capture


Abstract


RV2 login failure when user does not have permission to view reports in IBM Datacap Taskmaster Capture

Symptom




Login to RV2 fails with error "User does not have permission to view reports":




Resolving the problem




Grant the user or group the Report Viewer privilege through Taskmaster Administrator.:

Please note: In Taskmaster Client's version of Taskmaster Administrator this will be stated as the "Report Viewer | Autodelete" privilege under Client(s), while in Taskmaster Web will state "Report Viewer" as the privilege. Autodelete is a client only applicable to legacy software versions, not available in Taskmaster 8.0.0 and later, and thus can be ignored.

Thursday, June 7, 2012

How to rearrange Job Monitor columns in IBM Datacap Taskmaster Capture

How to rearrange Job Monitor columns in IBM Datacap Taskmaster Capture


Abstract


How to change the order of the Job Monitor columns when running the DatacapTaskmaster Client?

Cause




Job Monitor columns can be dragged and dropped to new locations, but these settings are lost when exiting Taskmaster Client unless additional steps are taken.


Answer




To permanently configure the Job Monitor column order:

  1. With Taskmaster Client running and the Job Monitor window open, drag and drop the columns into the desired order.

  2. Close the Job Monitor window directly. Do not close Taskmaster Client.

  3. Click Yes when prompted whether to make this the default layout.