User guide

Before Using Ipro eCapture
www.iprotech.com Ipro eCapture User Guide 1-3
877-324-4776 Q1 2014
New in 2014.0.0: Lotus Notes handling improvements for speed and distribu-
tion, upgraded to dtSearch version 7.72 and to OutsideIn (formerly Stellent)
version 8.4.1, a new metadata field called DocCategory was added, shared
(indexing and data extract) OCR output, and ability to specify an alternative
system directory for each Job type.
Before Using Ipro eCapture
Refer to the Ipro eCapture Installation Guide to install and set up Ipro eCap-
ture.
Ensure the data is available and organized for the discovery process in the
Controller, a component of Ipro eCapture.
Ipro eCapture Workflow
• Data Collection.
• Create Clients, Projects (select options), Custodians.
• Run Discovery jobs, select options, index, and run reports.
• Run Processing Jobs and/or Data Extract Jobs, select options, search/
cull/filter data, and optionally run reports.
• QC the processed data.
• Create Export Jobs to specified formats.
•Run reports.
• Repeat.
Ipro eCapture Components
Controller: a console used for creating clients, projects, custodians, discovery
jobs, data extract jobs, processing jobs, managing/assigning task tables, cre-
ating export series, viewing detailed information about each Worker and the
tasks being performed.
The Limited Controller was designed 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 Priori-
ties, apply/editing Flex Processor Rules, etc.