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.
If you change the token after the installation, you have to uninstall Capture Application and re-install it with the new token.
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.
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.
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.
The Capture Application installer is a Microsoft Installer (MSI) package.
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:
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.
Depending on your browser, you may get the option to run the application without download.
Select one of the three options:
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:
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%
Using the same method as option 1, you can supply the security token and proxy credentials within an XML file.
<!-- Default Local Installation -->
<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>
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
We'd be happy to do the work for you! Simply contact us.
The search options you can control are split between three categories, found under the Configuration tab:
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:
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.
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 take effect regardless of the rule that is in place. You can control three such settings from the Global Settings tab:
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.
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.
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 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:
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:
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.
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.
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.
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:
Using the Windows Start menu, navigate to Capture Application. The application will open using your default rule which is created by your administrator.
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.
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.
You can select which search type to use from the toolbar at the top of the screen:
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:
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.
Using the United Kingdom dataset enter 1,bn161rw. Press Enter or click the Search button:
The final address is returned:
Using the United Kingdom dataset enter 6 new end square,london. Press Enter or click the Search button:
The final address is returned:
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:
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.
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:
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:
Assisted Search is used to verify whether a complete address is valid.
Using the United States dataset, enter the following address details:
1889 Broadway Apt 102
Press Enter or click Search to display the verified final address:
Using the United Kingdom dataset, enter the following address details:
Press Enter or click Search. The incomplete address screen will appear:
You now have three options:
Enter 12 into the Enter house/building number or organisation field and click Confirm to display the final address:
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