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Capture Application

Capture Application provides an easy-to-implement solution for capturing and validating addresses in your internal, browser-based CRM or ERP.  Check out the quick start guide for a one-page overview.

Installation

Prerequisites

Ensure the following software is available on each machine that will be using Capture Application:

To install Capture Application, you will require a token which is retrieved from Self Service Portal > Licenses. Token is a unique alphanumeric code that allows you to use the products covered by your license. 

Installation steps

  1. Download the installer from Self Service Portal > Products > Capture Application
  2. In the pop-up dialog press Save File.
  3. To start the installation, double-click on Experian.Capture.Application.msi and press Run if you are prompted for confirmation.
  4. In the welcome dialog click Next to proceed.
  5. Enter the token to authenticate Capture Application. The token is retrieved from Self Service Portal > Licenses.
  6. Choose the destination folder. To install Capture Application to the default folder, click Next. Alternatively, click Change to specify a different location.
  7. To complete the installation, click Install. This might take a few minutes.
  8. Click Finish to exit the wizard. A shortcut to Capture Application will be created on your desktop. 

If you change the token after the installation, you have to uninstall Capture Application and re-install it with the new token.

 Issues with installation?

Distribution

Depending on your license, you can distribute Capture Application on multiple machines within your network. To do so, perform the installation steps above on each end user's machine individually.

For larger deployments and to distribute Capture Application to multiple machines automatically, you can perform a silent installation

Configuration

Once the installation has successfully completed, you can use Capture Application Configuration Pages to modify existing or create new settings. Go to Self Service Portal > Products > Capture Application and click Configure Capture Application. Find out more.

Silent install

Depending on your license, you can distribute Capture Application to multiple machines on your network.

For larger deployments and to distribute Capture Application to multiple machines automatically, you can perform a silent install.

Process overview

The Capture Application installer is a Microsoft Installer (MSI) package.

What is MSI and why do we use it?

MSI package describes how to install and uninstall an application or series of applications. It's referenced in conjunction with the Microsoft Windows Installer MSI Executable (MSIEXEC) to perform these actions.

The behaviour of MSIEXEC can be further controlled by the use of command line switches. For example, it's possible to install an application on a device 'silently' so that the end-user does not see the installation process (done by using a command line switch).

This makes MSI an ideal platform for the administrator to distribute applications to a large selection of devices using a central application delivery tool, e.g. Microsoft System Centre Configuration Manager or LANDesk.

The way a central application delivery tool works will vary from product to product; however, these are the key steps:

  • Some prerequisite software will have to be available on the host machine for Capture Application to operate.
  • The administrator will have to log into the Self Service Portal, download and save a copy of the Capture Application installer.
  • The administrator will have to execute a command line script (optionally with an XML file supplying token and proxy credentials). This file is stored in the same folder as the Capture Application installer.

The main part of the silent install is the use of command line - a set of instructions telling the host to install the application silently without requiring a machine to reboot and add a log file. 

If Capture Application has been previously installed in this way, the administrator should uninstall existing Capture Application before installing a newer version. Alternatively, the new version will overwrite the existing one.

1. Download Capture Application

Ensure that the prerequisite software is available on each machine that will be using Capture and follow the installation steps.

Depending on your browser, you may get the option to run the application without download.

2. Choose distribution method

Select one of the three options:

  1. Run the application using msiexec directly from the command line with a visible token.
  2. If your environment requires a proxy to access the internet, use an XML file to supply the security token and proxy credentials.
  3. Contact Experian Data Quality support to assist with the installation.

Option 1: Use command line

  1. Open Start Menu, click Run and enter cmd.
  2. Navigate to the directory containing the installer.
  3. Execute the following command:
    msiexec /i "Experian.Capture.Application.msi" /lv*x 
    CaptureInstall.log /norestart /qn 
    SECURETOKEN={your token value here}

    Your token is available from Self Service Portal > Licenses.

You can also create a batch file:

@echo off

set CaptureDir=C:\Program Files\Experian\Capture set ContainerApp=\\shareddrive\Experian.Capture.Application.msi echo "Installing Capture Application V3.0..." REM Install the application from the current directory, indicating not to restart the machine and use the token specified below. msiexec /i "Experian.Capture.Application.msi" /lv*x CaptureInstall.log /norestart /qn SECURETOKEN={your token value here} REM If application fails log the error. if ERRORLEVEL 1 goto end echo "Successfully installed Capture Application V3.0" pause() exit /b 0 @echo on :end REM Return the Windows Installer error code. echo Installation failed %errorlevel% pause() exit /b %errorlevel%

Option 2: Supply credentials via an XML file

Using the same method as option 1, you can supply the security token and proxy credentials within an XML file.

<Wixdata>
<!-- Default Local Installation -->
<machine name="DefaultValueIfNotSet">
<data>
<key>USERTOKEN</key> <value>enter your token value here</value> </data> <data> <key>WCF_PROXY_URL</key> <value>gwhproxy:8080</value> </data> <data> <key>WCF_PROXY_USERNAME</key> <value>Experian\bloggsj</value> </data> <data> <key>WCF_PROXY_PASSWORD</key> <value>Password</value> </data> <data> <key>WCF_PROXY_DOMAIN</key> <value>edq.com</value>
</data>
</machine>
<Wixdata>

The XML file should then be saved within the same directory as the installer and named as “ApplicationSettings.xml”.

The command to then execute the application is:

msiexec /i "Experian.Capture.Application.msi" /lv*x
CaptureInstall.log /norestart /qn

Option 3: Contact Experian Data Quality support

We'd be happy to do the work for you!  Simply contact us.

Configuration

The Administration Portal controls the options available to your search users. The address capture process will also vary depending on the application and dataset (country) being used.

The search options you can control are split between three categories, found under the Configuration tab:

 

Rules

With Capture Application, a Rule defines a collection of settings relating to how your search users interact with the Search UI.

From the My Rules tab, use the View Rule button to see an overview of the settings contained within any of your Rules. Use the Add New Rule button to duplicate an existing Rule and edit its settings, or the Edit button to change the settings of an existing Rule. Note that the Default Rule cannot be edited or deleted.

Using the Edit buttons, you can control the following settings:

  • Rule Name
    The unique name of this Rule. This is not used outside of the Administration Portal.
  • Hot Key
    The key combination the user should press to open the Search UI under this Rule. Once opened, the other settings configured with this Rule will take effect.
  • Search Options
    Default dataset - this is the dataset which will be automatically selected when the Search UI opens under this Rule.
    You can also specify which types of searches will be available under this Rule by selecting 'Off' or 'On' next to each search type.
    At least one search type must be 'On', and you must select a default search type.
  • Target Application

    The application or screen which this Rule can be used with.

    For example, you may want one Rule to be enforced when your search users are entering addresses into your contact database, but another one to be used when they are entering addresses in your CRM system.
  • Default Address Layouts

    For each dataset, the address layout which is used by default. To prevent your search users from using any layout other than the default, edit the Global Settings.

Global settings

Global settings take effect regardless of the rule that is in place. You can control three such settings from the Global Settings tab:

  •  Language

    This is the language that the Search UI will be displayed in. The language you select here will not affect the Administration Portal. To change the language the Administration Portal is displayed in, use the drop-down box at the top of the page.

  • Allow search users to change the dataset they can search with?

    If set to 'Yes', search users will have access to all datasets. If set to 'No', users will only be able to use the default dataset with any given Rule.

  • Allow search users to select address layouts?

    If set to 'Yes', search users will have access to all layouts. If set to 'No', users will only be able to use the default address layout of any dataset, as defined by the Rule they are using.

Address layouts

Address layouts define how the addresses found by search users are formatted and pasted into underlying applications.

Address layouts are unique to each dataset. For example, the ( QAS standard layout ) differs from one dataset to the next.

You can have as many layouts for each dataset as you require – users can select the layout they would like to use from the Search UI (unless you have turned this feature off using the Global Settings).

Existing layouts for each dataset can be previewed, edited and deleted from the Address Layouts tab. To add a layout, select the appropriate dataset and click the Create a New Layout button.

There are two stages to creating or editing a layout:

1. Address Format

An address layout is constructed from individual address elements across multiple lines. With Capture Application, an address layout is constructed by dragging address elements to the desired position:

  

You can add multiple address elements to a line if required, and add or remove lines using the Edit buttons on the right of the screen. Edit the Width parameter of any line to specify its maximum length, in characters.

If you have access to DataPlus elements, you can add these to additional lines below the address in the same way.

The Formatting Options button allows you to:

  • Choose which address elements Capture Application should include by default. Any elements you select will be evenly distributed in your address layout.
  • Choose which address elements Capture Application should abbreviate. For example, 'Street' can be automatically abbreviated to 'St'.
  • Choose which address elements Capture Application should capitalise. For example, select the Town element to see 'LONDON' instead of 'London'.
  • Pad address lines to fill empty space at the end of lines. For example, a line of width 60 containing 'London' will have 54 spaces appended to it.

You can give the layout a name using the Name field, and preview the layout using the View Layout button.

Once the address format is correct, select Continue to Pasting Options.

2. Pasting Options

Once search users have found an address using the Search UI, they can paste it into an underlying application. The Pasting Options screen allows you to specify additional pasting settings to ensure that address lines are pasted in the desired way.

This screen mirrors the layout you constructed in the Address Format screen, with additional spaces before and after the address, and before and after each address line.

You can specify what actions should be taken at these positions by dragging actions to the desired position:  

Capture Application will mimic the selected action during pasting. In the example above, this will mimic the Tab key being pressed before the first address line is pasted.

Actions such as this are a useful way of ensuring that address lines are pasted into the correct line or field of an application.

If you do not see the action you require in the Common Actions list, you can create your own by clicking Add Action. Select a modifier such as Ctrl or Shift (if necessary) and a key such as A.

Once the pasting options are complete, select Save Layout.

The layout will be added to the list of layouts for this country, and can now be tested using the Search UI.

Address searching

Capture Application can be invoked at the necessary point in the data entry workflow via the application’s UI, guiding the user through the entire process. 

The address capture process can vary in a number of different ways based on the dataset (country) being used and any application-specific needs.  

Opening

Depending on the way that Capture Application has been set up in your organisation, you may be able to open it in one of three ways:

  1. From the start menu

    Using the Windows Start menu, navigate to Capture Application. The application will open using your default rule which is created by your administrator.

  2. From your application

    From your CRM or ERP, click the Capture button. Depending on the way your application has been set up, this button may be marked 'Find Address', 'Search' or similar.

  3. Using a hot key

    Hot keys can be used to launch Capture Application quickly, using only the keyboard. Different hot keys can be created to launch it using different rules and settings.
    New hot keys are created by your administrator but the default is Alt+Q. Once you have found the required address, you can paste it straight into the application you were using before you pressed the hot key.

 

Selecting a search type

You can select which search type to use from the toolbar at the top of the screen:
 

Not all search types are available for all countries, and some search types may have been restricted by your system administrator.

The examples in this guide are specific to individual countries. However, they can all be adapted to work in whichever country you are searching in.

There are three search types to choose from:

Free search

When using Free Search, you should enter as many address details as possible. Depending on what dataset you are using, a picklist of potential results may be returned as you type.  

If you know the street number and postal code/zip code...

Using the United Kingdom dataset enter 1,bn161rw. Press Enter or click the Search button:

The final address is returned:

If you don't know the postal code...

Using the United Kingdom dataset enter 6 new end square,london. Press Enter or click the Search button:

The final address is returned:

Finding a group of addresses

Using the Australia Enhanced dataset enter 165 ink. A picklist of potential results will be returned as you type:

Select 163-169 Inkerman Street, ST KILDA VIC to use this range as the address:

If you're not sure how to spell the address...

Using the Australia dataset enter 17 coccaine street. A picklist of potential results will be returned as you type:

Press Enter, or select 17 Cockaigne Street, DONCASTER VIC to return the final address:

Interactive search

Interactive search is a step-by-step process for finding an address. You start by entering a postal code/zip code or place name and go on to refine your search criteria by entering the street and then building or PO Box details.

If you know the postal code/zip code...

Using the United States dataset enter the postal code 03062. Press Enter or select 03062, Nashua, NH from the picklist of results that appears:

You are now prompted to enter street or PO Box details. Enter spin and press Enter, or select Spindlewick Dr from the picklist of results that appears:

Enter the building number 12 and press Enter to return the final address:

If you don't know the postal code...

Using the France dataset enter the place name issy. Press Enter, or select Issy Lex Moulineaux from the picklist of results that appears:

Enter kenn and press Enter, or select place John Fitzgerald Kennedy, ISSY LES MOULINEAUX from the picklist of results that appears:

Enter the building number 1 and press Enter to return the final address:

If you're looking for a PO box...

Using the Australia dataset, enter the postal code 4003. Press Enter, or select 4003, George St, QLD from the picklist of results that appears:

Enter the PO Box number, 12260 and press Enter, or select PO Box 12260 from the picklist of results that appears, to return the final address:

Assisted search

Assisted Search is used to verify whether a complete address is valid.

If you have a complete address...

Using the United States dataset, enter the following address details:

1889 Broadway Apt 102
San Francisco
CA
04109

Press Enter or click Search to display the verified final address:

If you only have part of an address...

Using the United Kingdom dataset, enter the following address details:

Union Road
Lincoln

Press Enter or click Search. The incomplete address screen will appear:

You now have three options:

  1. Click Select address as entered to accept your unverified address.
  2. Enter a premises number/name in Enter house/building number or organisation and click Confirm to check if this is a valid address.
  3. Click Show all potential matches and select a verified final address from the picklist that appears.

Enter 12 into the Enter house/building number or organisation field and click Confirm to display the final address:

Troubleshooting

Installation

Failed to run the installer

Ensure that you're using Windows Installer version 4.5

Authentication error

Ensure that the security token you've entered is valid. If that doesn't work, contact Experian Data Quality support.

Windows installer package error

If you get this error message, Capture Application has not been installed. Please contact Experian Data Quality support.

Setup wizard ends prematurely

Click Finish to exit the wizard then start the installation process again. If the error reoccurs, contact Experian Data Quality support.

Searching

DPV functionality locked

The DPV lock occurs when a seed address is returned. A seed address is a non-existent address that will deactivate DPV functionality if it is searched upon. Seed addresses are used to prevent the illegal creation of verified address lists. Please log in to the Self Service Portal to unlock DPV functionality. 

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