User guide

Establishing a Connection with the SQL Server and Setting the System Options
www.iprotech.com Ipro eCapture User Guide 2-5
877-324-4776 Q1 2014
• Expand Custodian 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.
6. Select a Tree View Sorting option. The tree view in the Client Manage-
ment tree view can be sorted by either ID (default) or by name (alpha-
betically). Sorting applies to all entities. The tree view collapses
(refreshes) after an option is selected.
7. Select the Enable Fail Task Feature option to manually fail a particular
task for a job, distributed to a particular Worker, in order to facilitate the
completion of a job. The Fail Task feature can be used in any portion of
the Ipro eCapture workflow; Discovery, Processing, Data Extract, and
Exporting. When this option is enabled, tasks may be manually failed
from the Controller’s Worker Status Information Activity Grid. See the
section Worker Status Information Tab View on page 2-49 for instruc-
tions.
8. Select a Remote Desktop option, These settings are available for both
the Full and Limited Controller and allow for connecting via remote desk-
top to a specific worker.
The machine name and IP address is stored in the Worker Status Infor-
mation 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 com-
mand string and shelling to mstsc.exe. See the section Worker Status
Information Tab View on page 2-49 for instructions.