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Documentum and Captiva Intelligent Capture Upgrade and Modernization with GenAI
Captiva Intelligent Capture 24.x Upgrade Steps
Supported SoftwareWindows Server 2022 / 2019 / 2016 (64-bit)Microsoft SQL Server 2022 / 2019 / 2017 / 2016 / 2014Microsoft .NET 4.8 or higherWindows Server 2022 / 2019 / 2016 (64-bit)IIS 7.5 / 8.0 / 8.5 / 10, Microsoft .NET 4.8 or higher
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1. Check if existing Captiva server hosts has supported Operating system 1.a Request new server or upgrade OS if not OS is not supported 1.b Request new Database server or upgrade OS2. Check and Install supported Microsoft .NET software3. Install Captiva Intelligent Capture REST Service 3.a Verify Captiva pre-requisites and install if needed4. Check and Install client machine requirements for Intelligent Capture client modules 4.a Verify Captiva pre-requisites and install if needed5. Check and Install Intelligent Capture web client requirements 5.a Verify Captiva pre-requisites and install if needed6. Upgrade Captiva Intelligent Capture Server7. Upgrade Captiva Intelligent Capture Client modules8. Upgrade Captiva Intelligent Capture processes 8.a Migrate Capture Flow Designer processes to Intelligent Capture Designer 8.b Migrate from Multi-Directory Watch and Email Import to Standard Import 8.c Migrate from Image Quality Assurance to Completion Module 8.d Migrate from IndexPlus and Dispatcher Recognition to Completion and Extraction 8.e Migrate from Dispatcher Validation to Completion module 8.f Migrate from Dispatcher Classification Edit to the Identification Module 8.g Migrate from Image Enhancement to Image Processor9. Post Install verification and validation checks10. Test the upgraded Intelligent Capture processes11. Update or Activate Captiva licenses, activation files and security keys