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Background - The Imagine service and the Perceptive Content Environment

  • Introduced to campus in 2007
  • 20 different implementations
  • Current version: 7.1.5
  • Custom eForms/iScripts, WebNow
  • URL integration, Integration Server
  • Integration with many other enterprise applications on campus

 

Services offered by the Imagine team
  • Hosting and Management for Perceptive Content product on campus
  • Business analysis (workflow, data, integration)
  • Design and deployment
  • Training, support & user group

Resources / Team members

NameRoleContact info
Marlita KahnService Manager, Architecture, Platform and Integration (API)imaginehelp@lists.berkeley.edu; marlita@berkeley.edu
Nicholas PhelpsInformation System Analystimaginehelp@lists.berkeley.edu
Joe MitolaInformation System Analystimaginehelp@lists.berkeley.edu
Patricia JuárezBusiness Analystimaginehelp@lists.berkeley.edu

 

Tier 1 Support by System Partners

This is a non-comprehensive list of issues that are reported by users and solved at a Tier 1 support level.

 

Installing and Uninstalling the Perceptive Content Client (i.e. desktop installed version)

  1. Installing new client. Install of new client should be done with machine's local admin rights - make sure the INow printer is also installed. Please follow instructions found on the word document "IMAGENOW_CLIENT_v6.7.0 INSTALLATION.doc" that comes along with the install files.
  2. When the uninstalling of the Client is necessary, please:
    • Contact the Imagine team before the actual uninstall (to coordinate with them in case the specific station needs special procedures, i.e. if this is a scanner machine).
    • Save the Capture Profiles so that they can be reinstalled after the client, this way the user won't loose key settings in their system. To save the Capture Profiles before uninstalling please follow the instructions on the wiki page re How do i copy Capture Profiles?

Desktop issues

  1. Browser. Please see supported configurations at Imagine Supported Configurations and Browser Troubleshooting
  2. Java. Latest Java version should be installed at the user's machine.
  3. Scanner. For Documentation please review Imagine Scanner Information pages. Also, please contact the Imagine team at imaginehelp@lists.berkeley.edu before making any changes to the machine connected to the scanner.
  4. Crash. Ask users to describe "crash" - are they kicked out of the system, the UI disappears, what is the exact behavior? Error messages and screenshots are very helpful in troubleshooting.
  5. Connectivity. Review the last three items in Imagine System Errors

 

User Access Issues

Users can't log in. There could be several reasons for this:

  1. Users are not logged into the correct server, e.g. QA versus Prod or vice versa. To fix this review the Connection Profile option on the log in screen. For instructions on how to create a connection profile go to Imagine system administration (how to create connection profiles).
  2. Users' info (calnet id, name, etc) has not been uploaded to the system. Verify with the Functional Owner that they have uploaded the user correctly through CalGroups (see Requesting access to the system below).
  3. For new users: their calnet id should be up and running, ask them to try with Blu, BFS, etc.
  4. For new users: make sure their calnet id has been synchronized by going to Synchronize Calnet Passphrase.

 

Requesting access to the system

Starting Monday, July 11, 2016 all Perceptive Content Functional owners have the capability to add team members to their own Imagine group themselves.

  1. Before July 11, and for years, it was the Imagine team who processed user access requests; however, it is now the Functional Owners on each implementation who are processing their own user access requests through CalGroups.
  2. They all have been notified about this well in advance and know how to do it. The corresponding Calgroups user guide has been provided to them.
  3. If an end user asks to be added to the system, please ask them to contact their Functional Owner (usually the person in charge of their Imagine Implementation).

 

 Document Management Issues

  1. Document not opening. Describe the exact behavior and also, review Imagine Opening and Viewing Documents
  2. Document not printing / Printing Problem. Is the Print icon grayed-out? Can user print other documents in his/her machine? At what point in the process does the printing problem happens (from within the Explorer, the actual document, etc) ? What is the exact error/behavior that occurs? Printing to an actual printer or to INow printer? Review Imagine Supported Configurations and Browser Troubleshooting
  3. Document not found.  When was the document captured (scanned, printed to inow, emailed, created through data load, etc.)? How does user know the document should be in the system? What are some of the index values the document should have?

 

 Capturing Issues

  1. Email intake not working. When did the email stop working? Are there common senders whose emails are not being received by the system?
  2. Fax intake not working. When did the fax stop working? Are there common senders whose fax numbers are not being received by the system?
  3. Scan intake not working. What are the exact error messages or steps that lead to the scanner not working? What was changed in the scanner machine? User profiles? Access? Drivers?

System Integration Issues

  1. System integration - BFS/BearBuy (often it's not Imagine, it's BFS or BB or Java) and recently with SIS, Campus Solutions. At what point in the process does the system integration issue occurs?

 

Tier 2 Support by the Imagine team

Once Issues on the Tier 1 Support above have been properly documented, either by answering the questions on each item and or by reviewing instructions on the respective wiki page, if the issues persists then the Imagine team will continue troubleshooting.

Issues
  1. Connectivity. Review the last three items in Imagine System Errors
  2. Document Management Issues:
    1. Document not opening. Describe the exact behavior and also, review Imagine Opening and Viewing Documents
    2. Document not printing / Printing Problem. Is the Print icon grayed-out? Can user print other documents in his/her machine? At what point in the process does the printing problem happens (from within the Explorer, the actual document, etc) ? What is the exact error/behavior that occurs? Printing to an actual printer or to INow printer? Review Imagine Supported Configurations and Browser Troubleshooting
    3. Document not found.  When was the document captured (scanned, printed to inow, emailed, created through data load, etc.)? How does user know the document should be in the system? What are some of the index values the document should have?
    4. Document splitting problem.  Review Imagine Splitting Documents
    5. Importing documents problem.  Trying to import through the client or WebNow?
    6. Appending documents problem. Are all the index values of the new document the same as on the existing document? What is the exact problem happening when trying to append?
    7. Email intake not working. When did the email stop working? Are there common senders whose emails are not being received by the system?
  3. Capturing documents:
    1. Fax intake not working. When did the fax stop working? Are there common senders whose fax numbers are not being received by the system?
    2. Scan intake not working. What are the exact error messages or steps that lead to the scanner not working? What was changed in the scanner machine? User profiles? Access? Drivers?
      1. System integration - BFS/BearBuy (often it's not Imagine, it's BFS or BB or Java). At what point in the process does the system integration issue occurs?
  4. Installing new client. Install of new client should be done with machine's local admin rights - make sure the INow printer is also installed.


 

Imagine and SAIT

  • All SAIT supported machines should be able to work with Bomgar
  • All SAIT supported users should know how to approve access to Imagine team for a remote session
  • SAIT should be able to setup Prod connection profiles based on the instructions found on IMAGENOW_CLIENT_v6.7.0 INSTALLATION.doc.
  • Latest java should be installed on each machine.

Imagine and CSS

  • All CSS-IT supported machines should be able to work with Bomgar
  • All CSS-IT supported users should know how to approve access to Imagine team for a remote session
  • CSS-IT should be able to setup Prod connection profile per instructions on the IMAGENOW_CLIENT_v6.7.0 INSTALLATION.doc.
  • Latest java should be installed on each machine.

Imagine and BFS, BearBuy

  • BearBuy upgrade schedules.
  • Inform the Imagine team re the upgrade tests. 
  • Important to know: when there's a change to any BFS or BearBuy page the screen scraping functionality doesn't work.

Imagine and Cal Central

 

 

 

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