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EDC RC Technical Manual

1. Process DIONES 2K3 VM2 0 0000010 Virtual Bytes Peak ntdbsmngr Process WDIONES 2K3 M2 0 0000100 Working Set ntdbsmgr Process WDIONES 2KS vM2 0 0000100 Working Set Peak ntdbsmear Process Viewing Perfmon activity counters If you want to simply forego recording the log ile and you would rather just view the activity for the counters follow these steps 1 From the System Monitor window choose Ctrl or click on the Plus sign above the window 2 Change the Performance object to Process by selecting it from the drop down list 3 On the bottom right hand side of the window click next to Select instances from list and choose ntdosmgr by clicking on it 4 On the bottom left hand side of the window click next to Select counters from Ier 5 Hold down the Ctrl key while you select the following counters from the available list Handle Count Private Bytes Thread Count Virtual Bytes Virtual Bytes Peak Working Set Working Set Peak O zo Oo CO D 6 Click Add and then Close to return to the System Monitor window 7 Ifthe graph appears to be frozen you can use Ctrl F to start the counter 2015 DocuData Software Corporation EDC RC Technical Manual Now that you have learned how to setup the Microsoft Performance Monitor you can run your application and monitor the Pervasive PSQL database engine activity 2015 DocuData Software Corporation T
2. ER EDC RC Technical Manual 4 1 2 Differences Between Engine Types and Pervasive Versions Differences between the server and workgroup engine in version 11 of Pervasive Platforms The NetWare and Linux engines are server engines only Our Windows server engine and the Workgroup engine require a Windows 32 bit platform User Interface While the Windows server engine runs as a service the Workgroup engine is started as a regular process that has a tray icon for an interface It must be put into the startup folder if there is local data to be shared Network Connections The Windows server engine can use Named Pipes for operating system level file security and establishing connections Since Windows 98 ME does not allow the creation of named pipes the workgroup engine uses NetBIOS as a connection protocol Authentication and Btrieve Security Policies The server engine enforces file permissions set up in the operating system The Workgroup engine does not authenticate users on its own With the Workgroup engine if you can see the computer on the network you can get to the data This relaxed security is intended for small offices where security is not an issue and ease of use is A behavior difference between the Server and Workgroup engines with regard to this lack of OS authentication on the part of the Workgroup engine is that the Mixed security policy for Btrieve is the same as the Classic security policy Gateway Support
3. Q docudafla Direct access Total control EDC RC Technical Manual 2015 DocuData Software Corporation EDC RC Technical Manual 2015 DocuData Software Corporation All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed June 2015 in Montreal QC Canada Publisher DocuData Software Corporation Managing Editor Elliott Solomon Contents 3 Table of Contents Part Introduction 5 1 Conventions used in bismanusal EEN ce ee cece ee ence ee eee eee ee ee eeee ence EEN REENEN 6 Part Il Install Guide 7 1 System Reouirements 2 ic ccc ccecc
4. Replication If it is not installed please refer to the Replication 741 section in the Technical Guide later in this manual In addition to the EdcRpc exe process executing the RPC Server at RC fields must be properly configured to reflect the external IP address port and encryption option for the EdcRpc exe server Client Installation Package In the System Information module there is a field called Client installation folder This field must indicate the folder where the Client Installation Package is located This package is a single compressed file with a name like EdcClientiInstall_1020_20050427 zip The file must be obtained from DocuData The contents and name of this archive must not be modified in any way The number before the date for example 1020 in the above file name is the database level of the client software within the archive It must match the client database level at which the record center will export To verify that display the dialog box from the Help Resources menu of EDC RC This will show a dialog box similar to 2015 DocuData Software Corporation Install Guide In SE Windows NT 5 0 Build 2195 Pervasive SQL 8 60T _gtssnccencnscnncencencensensensensessnsenscsssnacnssescencensensencensenssnsenscessossnecensnscensensescensenssnsensensescsnscssssasnnsensencensenssacensenssnssnecenenssnscscenseasenseasensenseaseneeneey Memory Available 532 546 948 bytes Disk Space 93 107 3 megabytes Datab
5. lt gt Print Report gt Report Options gt Print Thermal Label F Print Thermal Labels Print Laser Labels Print Labels By Location Print Box Details Batch indexing gt Print Setup Shift F7 If you choose to print via the windows printer drivers you also need to configure the label template for the printing to work properly The templates are located in the system information module 2015 DocuData Software Corporation Technical Guide System Information File Edit Report Help Edit Ctrl E Delivery Notes Delivery Exclusion List Route templates Client software trial email Noise words Label Templates Slave Record Centers Master record center passwords Unlock Operation Image Directory Refer to the EDC RC User s Guide if you need an explanation on how to modify the labels If you choose Direct Serial Printer here s what you first get 2015 DocuData Software Corporation s EDC RC Technical Manual EDC Setup 1 81 l Database directory ADATA Update directory UPDATE Temporary file directory _ATEMP Direct Serial Printer z Port COoM2 gt Datamax Prodigy Max IT High Speed Label Printer Printer IP Wand Port COM Building vH IT Keep Open After Logout wi Ok X Cancel If you open the Label Printer drop down field you see the list of supported printers like so 2015 DocuData Software Co
6. format example gt 22 30 yes or no default value is yes yes or no default value is yes yes or no default value is no IP Address or URL of machine running edcrpc exe Port number that edcrpc exe communicates on 2015 DocuData Software Corporation Technical Guide edcclrpc exe replicator exe SSL encryption will be used to communicate with the executable Defines the number of replicator exe minutes between replications Defines at what time replicator exe the replication process should start every day Defines at what time replicator exe the replication process should stop every day docu32 exe remo32 exe Dictates if the application will be indexing or not the modified information from the box and file modules for full text searches docu32 exe remo32 exe Dictates if the application will be indexing or not the newly added order recipients for the auto fill ordering feature docu32 exe remo32 exe When set to yes this option locks the database DDF files hides some tables in the db This parameter is usually used after a troubleshooting session that needed to have some tables unlocked for the troubleshooting process Used to connect edcclrpc exe edcclirpc exe to edcrpc exe This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Used to connect edcclrpc exe edcclirpc exe to edcrpc exe
7. the PDT eene EENS EELER 99 Connecting the PDT Contiguring the PDT EENEG 105 SQL R potter Zare REESEN EES EEN EE 107 Access Manage Me n cecccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseseaeeeeeseeeseeeseaeeeeeseaeeeeesees 108 Controlling Access With DcLOCK 32 suiii aaeeea paineen eaan aaaeeeaa eaa aaa ae aaa aa aaa E na eaaa aaiae 108 E EU i a EAA EE E E A T 110 Backup amp Restore ussssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nennu mennun nnmnnn nnmnnn nnmnnn nnmnnn CC 111 Normal Backup amp Restore Procedures s s nsnsnsunnnnnrnrnnnnrurennnnunnnennunnnnnnnnnnnnnnnnnnnnnnennnnnnnnennnnnnnnnnnennnnnn nnen ennenen 112 Command Line Parame ters 2 cc ccceeeeeceee REENEN EEN ENEE seca eeseeeseeeaaseaeeeeeeeeeeeeeseeeenes 114 Default Port NUM DOTS a i aa Taaa aea aaa ra AAT aaae aAa raaa A a a aaraa aaa ienaa aaea iai 118 BE CU e H e 119 EDC RC Component LisSting ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeseesseeeseeees 120 Trouble SHOOTING E 122 2015 DocuData Software Corporation Introduction 5 1 Introduction Welcome to all EDC RC users The purpose of this manual is to serve both as a guide for installing EDC RC in a new record center environment and as a technical reference for all technical aspects of EDC RC The technical part is more of a reference for the many different components modules of EDC RC This part can be quite useful for the
8. EDC RC Software Server Requirements Guidelines A Start up Record Centre may run ActiveWeb internally in demo mode for teaching and demoing purposes with minimal concern for performance or security o Have a back up system that runs nightly and is tested periodically o Have anti virus which is properly installed o Have firewalls appropriately set Record Centers using ActiveWeb or rcMobile over the internet will need internet security that is at least consistent with the security requirements of their clients taking into account the type of information that they are storing o Have SSL installed o Have better firewalls o Have their Tomcat manager not exposed to internet o Have the services of an IT professional who can provide advice on internet security o Have a security assessment done Record Center selling ActiveWeb licenses including EDM ActiveFile Software Management or imaging services or have clients running lots reports will need to keep up with performance 2015 DocuData Software Corporation 10 EDC RC Technical Manual 2 2 requirements and on going hardware and software maintenance This will increase costs and they will need to consider this in their business plan budgets In general Every record centre that uses ActiveWeb should have a server with a 64 bit OS If record centers are working with electronic documents and images must have a 64 bit OS Record Centers should be looking to inc
9. Parameter Possible values Meaning Executables networklogin cfgfile servicename portno yes or no default value is no Path to dc cfg file Any name you want as long as there is no space AND none of these characters in the name i e gt Usually it is preferable to start the service name with EDC to easily differentiate them from other windows services Any port number above 1024 Enables you to use your windows login name to login into EDC bypassing the EDC login screen Indicates the location of the configuration file used for the executable Gives an alternate name to the service instead of using the default built in name of the service Assigns an alternate port number for the executable to communicate on instead of using the default built in port for the service docu32 exe remo32 exe docu32 exe remo32 exe dclock32 exe edcrpc exe edcclrpc exe licens32 exe ordcheck exe ordmon32 exe replicator exe thermalprintserver exe update exe edcrpc exe edcclrpc exe ordmon32 exe replicator exe thermalprintserver exe edcrpc exe edcclrpc exe replicator exe yes or no Indicates whether or not edcrpc exe 2015 DocuData Software Corporation default value is no A number indicating the number of minutes between replications replicationinterval threadrecipient exportdaf rcrpchost A time in the 24H format example gt 22 30 A time in the 24H
10. Pervasive is installed you should have a look at the Optimized Pervasive Settings 601 section of the Technical Guide to make sure your Pervasive settings are optimal for use with EDC RC 2015 DocuData Software Corporation Install Guide 13 2 2 3 Installing EDC RC The initial installation of EDCRC on your server is performed by DocuData Please contact Support docudatasoft com to schedule an appointment when you are ready 2015 DocuData Software Corporation 4 EDC RC Technical Manual 2 2 4 Installing EDC RC Services EDC RC Services Setup For EDC RC to function properly 3 services need to be setup The XML RPC Server edcrpc exe The Image Server imgser32 exe The Order Monitor Server ordmon32 exe Note The Order Monitor also needs to have the pager options set up in order to work You ll find these options in the Delivery Maintenance module under the File menu The way you install them is the same for all three of them with the exception that some services have different command line parameters available to them So below is the procedure to both install and uninstall an EDC service 1 Start the windows command prompt 2 Browse to the bin folder of your EDC RC installation The bin folder is located just underneath the root folder by default it is located at C EDCRC bin 3 Then you simply enter the executable name followed by install and then any special parameters if needed Here s an example for
11. Printer Datamax Prodigy Max i Bort M High Speed Printer IP 127 0 0 1 IP Port VVindows Printer Driver Printer Name ddmtldeO1 printer Wand Port com2 Building VH IT Keep Open After Logout wi Ok X Cancel From here you can choose either Direct Serial Printer or Windows Printer Driver You would choose Windows Printer Driver if your printer came with a windows driver and was installed on your machine like any other regular printer would The field here accepts either the printer name directly if the printer is connected to your server or a UNC path if the printer is on a network like in the example shown above The printer name is the name you see in the printer setup page shown here 2015 DocuData Software Corporation e EDC RC Technical Manual Print setup E r Printer a a Name SODMTLDCO1 Sprinter z Properties J DDMTLDCOTS Status reception1 Zebra Z4M Plus 203 dpi Type Adobe PDF hp photosmart 1215 series Where Microsoft Office Document Image Writer Comment PDFCreator F Paper Orientation Size Letter DI Portrait Source Automatically Select DI Landscape Network Cancel In the case of this printer the name is DDMTLDCO1 printer You can access this page by going to the Box module of EDC RC and go File gt Print Setup like so Box DEMO D Client Demo D File view Find Edit Help P view Report gt
12. SES Last 0 000 Average 5 961 Minimum 0 000 Maximum 152 962 Duration 1 40 1 000 Pages sec ae 100 Avg Disk Queue Length _Total _ PhysicalDisk IDIONES 2K3 M2 1 000 Processor Time _Total Processor VWDIONES 2K3 M2 Notice that there are three default counters Pages sec Avg Disk Queue Length and Processor Time are all pre configured and actively monitoring your system Now we will add the counters that we want to track in addition to these default counters 1 In the left window pane expand Performance Logs and Alerts and then click on Counter logs You will see System Overview appear in the right window pane 2 Right click in the window pane on the right side and select New Log Settings 3 We will name the new log PSQL for this demonstration but you may give it any name you want 4 After you click OK for the name you have given to your new log setting you will see a window like this 2015 DocuData Software Corporation Technical Guide 21x1 General Log Files Schedue Current log file name 000001 b 1C PerfLogs PSQL This log begins immediately alter you apply changes Counters Add Objects Add Countess Remove Coe _ 5 Click the Add Counters button 6 Change the Performance object to Process by selecting it from the drop down list 7 On the bottom
13. The Workgroup engine creates locator files everywhere it opens files allowing the engine to dynamically adjust gateway ownership on a day to day basis By default the Workgroup engine also runs under a user ID which can be authenticated on other computers and network devices The Server engine runs as system services The services typically do not have access rights to files on other computers or network devices Therefore replacing a Workgroup engine with a Server engine as a gateway in a workgroup environment is not supported User Counts The server engines start at 10 concurrent connections and the Workgroup engine starts at 5 Asynchronous UO The server engine for Windows makes use of Asynchronous I O This feature can provide a significant performance advantage There is a lot of new features in Actian Pervasive 11 SP3 but we won t cover them here The Pervasive website has all this information for you here 2015 DocuData Software Corporation Technical Guide s http docs pervasive com products database psalv1 1 wwhelp wwhimpl js html wwhelp htm href welcome libwelcome html 2015 DocuData Software Corporation ER EDC RC Technical Manual 4 1 3 Optimized Pervasive Settings In general Pervasive s settings don t need to be modified However there are options that we suggest you change in order to optimize Pervasive Included herein are the settings appropriate for servers 60 and workstations 631 These setti
14. This application launches other EDC programs Usually the launcher runs the following programs imgser32 exe replicator exe edcrpc exe IMGSER82 EXE This application is an image server that is used for digital imaging LICENS32 EXE This program allows installing the license for the software Works with both RC and Client version For example if the client wants to increase their number of users or move from the SA to SAI version of the software the license we give them will be entered in this program 2015 DocuData Software Corporation Technical Guide 121 ORDCHECK EXE This application is responsible of informing you when the Order Monitor ORDMON32 EXE is not working ORDMON32 EXE This application monitors incoming orders and notifies the record center s personnel when rush orders are entered RCKEYGEN EXE Program that must be executed only once at each record center It will create random encryption keys to allow secure replication between the record center and its clients REMO82 EXE This is the main application that starts EDC Client THERMALPRINTSERVER EXE Program that allows configuring in DcSetp32 EXE a thermal printer that is installed on a specific machine identified by an IP address UPDATE EXE This application is used when updating the software 2015 DocuData Software Corporation 122 EDC RC Technical Manual 4 17 Troubleshooting This section will guide you in what to do when some known probl
15. delivery addresses and list status have not been replicated in the previous 4 hours they are synchronized as detailed above e Boxes deleted in the client database are deleted at the record center e Files deleted in the client database are deleted at the record center e Box changes in the client database are updated at the record center e File changes in the client database are updated at the record center e Box changes in the record center database are updated at the client e Files changes in the record center database are updated at the client e Boxes deleted at RC are deleted in the client database e Files deleted at RC are deleted in the client database e The image index in the client database is updated according to new images scanned at the record center e Images scanned at the client are sent to the record center 2015 DocuData Software Corporation so EDC RC Technical Manual 4 5 Printing There is 2 different type of printing in EDC RC Labels and Reports printing Reports Printin When printing reports EDC RC uses the default printer installed on your Windows machine Here a screenshot to illustrate L Control Panel W Settings Network and Dial up Connections gt EE e rinters gH Help A Taskbar amp Start Menu ol RUN Log Off erickp Cy Shut Down So in the example here it shows that my reports will be printed on my printer on DDMTLDCO1 printer because it is the one
16. more technically inclined personnel who need to understand more in depth a specific part of EDC RC Who should read this This manual is NOT a User s Guide lf this is what you were looking for please visit our web site and hence will not show you how to use the day to day functions that most record center employees would use in order to do their work It is meant to be used by IT administrators and the likes or whoever performs computer related maintenance in your business Basic knowledge of networking and system administration is assumed here Your Feedback Your feedback and opinion is very important to us If you find errors in the document or have suggestions on how to improve it please feel free to send us your comments at support docudatasoft com The DocuData Team 2015 DocuData Software Corporation 6 EDC RC Technical Manual 1 1 Conventions used in this manual This manual was created for both online viewing and print When references to other topics are made throughout the manual they are made with hyperlinks to enable you to browse to the referenced topic with a simple click of the mouse A page icon with the page number inside is always located to the right of the hyperlink to reference page numbers when the manual is printed The page icons looks something like this 25 In this case it would mean that the referenced topic can be found on page 25 of the manual Example Here is a reference to the start pagel
17. name may be specified using EdcRpc exe install SericeName EDC_RPC_1 PortNo 14000 CfgFile C EDC Bin Dc cfg To uninstall the previously installed service EdcRpc exe uninstall SericeName EDC_RPC_1 The ServiceName parameter is required with the uninstall command if it was specified during the install command For more information on how to setup EDC Services refer to the Installing EDC RC Senices 14 section of the Install Guide 2015 DocuData Software Corporation so EDC RC Technical Manual 2 2 9 5 Installing ActiveWeb via the Deploy Wizard Since version 5 11 02 EDC RC has a Deploy Wizard to help you deploy ActiveWeb on your web server This deploy method is the preferred way to install and or update ActiveWeb If you update ActiveWeb in any other way you might loose some customizations amp settings that were previously there before you update Note To be able to use this wizard you need to have the Java SE Development Kit JDK installed on your machine The JDK is available from this page http java sun com javas e downloads index jsp This deploy wizard is accessible from the System Information module in EDC RC under the File menu like So C System Information Edit Report Help O view Report lt Print Report Print Setup Shift F Configure PDT Purge Error Log Deploy RCWeb OD EDC vH Ctrl BkSp x Exit Alt F4 When you launch the wizard you first get this window 2015
18. no option because the command line arguments overrides the setting in the System Information module Also be aware that TCP ports 11000 11003 and 11007 need to have access to the internet so firewall rules must be in place in your organization to allow incoming and outgoing traffic on these ports This concludes the section on security 2015 DocuData Software Corporation Technical Guide 111 4 12 Backup amp Restore This section will show you how to backup and restore of your EDC RC installation You will be shown how to do this both for operations that have a down time period and those who don t 24hours day 7 Days week non stop operations The 24hours non stop backup and restore operation is called Continuous Operations If this is what you are looking for you can jump straight to the topic by going here The next section talks about the normal backup amp restore procedures 2015 DocuData Software Corporation 112 EDC RC Technical Manual 4 12 1 Normal Backup amp Restore Procedures This procedure is based on the fact that your operations are not always continuous 24hours day If this is not your case and you operate 24hours day then refer to the next section entitled Continuous Operations Note Pervasive has some special settings that could be useful important for backup amp restore operations Of special interest to normal backups is the Pervasive feature called Archival Logging which you should consider
19. port 80 when prompted If this is a problem for you because you have another web server running on port 80 you could possibly 1 Use only Tomcat as your main web server if Tomcat can handle your other website s requirement specifications properly Consult Tomcat s documentation for more info on this Tomcat s documentation can be found here https tomcat apache org tomcat 7 0 doc index htm 2 Use a Tomcat Redirector plug in in your current web server to redirect all java based requests to Tomcat for processing Consult your current web server s documentation to see if this option is available to you If you are using Microsoft s IIS web server already refer to the section Tomcat amp IIS 42 later in this manual for Tomcat redirector options Tomcat is installed as a Windows service By default it is configured to start manually This should be changed to automatic This can be changed using the Configure Tomcat utility available in the Start menu or in the Windows service manager The Configure Tomcat utility is shown below 2015 DocuData Software Corporation Install Guide Apache Tomcat Properties Local Computer SS als jLegOn Recovery Dependencies Apache Tomcat Apache Tomcat 5 5 12 Server http tomcat apache c start parameters Appi The service should be started at this point Opening the page http 127 0 0 1 8080 on the workstation where Tomcat is running should display
20. printer as seen from the EDC RC server standpoint and one as seen by the thermal print server standpoint Since the printer is connected directly to the machine where the thermal print server is running in the config file de cho the printer is set to a local zebra printer with the appropriate COM port The configuration from the EDC RC Server is set to a remote printer because the printer is NOT connected directly to that machine The IP address needs to be the address of the computer where the thermal print server is running which in our drawing says it is 192 168 1 75 The port number is left to the default of 12077 the port on which the thermal print server listens to for incoming print jobs That s about it for thermal printing Next is just a note on laser printing Laser Printers Laser printing was originally only available in the EDC Client software to allow customers to print their own labels themselves but has been made available in EDC RC for convenience The printing is done on Avery sheets EDC RC supports the following Avery models Letter 8 5 X 11in 5095 5159 through 5165 5197 5198 amp 5199 5260 amp 5266 5960 amp 5972 A4 210 X 297mm e L7159 through L7170 e L7172 amp L7173 2015 DocuData Software Corporation ER EDC RC Technical Manual In order to use laser printers you also need to configure the label template for the printing to work properly The templates are located in the customer informa
21. s communications Like the servicename parameter there is also some default port values that these services uses Here is a list of these default ports EDC Service with executable name Default Port Number XML RPC Server edcrpc exe 11003 Image Server imgser32 exe 11000 Note that these port numbers should not be changed unless you have absolutely have to Also be sure that the port numbers you set for the XML RPC and the Image Server match the numbers indicated in the system information module of EDC RC ssi This parameter is only used by the XML RPC Server and indicates if the communication with the server is encrypted or not This setting also has to match what is written in the system information module of EDC RC The possible values for this parameter are yes or no A reference of all the available command line parameters for the EDC RC services can be found in the Technical Guide under the Command Line Parameters section 2015 DocuData Software Corporation 16 EDC RC Technical Manual 2 2 5 Uninstalling EDC RC Services How to uninstall EDC RC services If you wish to uninstall an EDC RC service the usual procedure is simply to browse to the bin folder of your installation with the command prompt and type the name of the executable with the uninstall switch Here s an example WINNT system32 cmd exe The only exception to this is if you installed the service with the serucename parameter In tha
22. set as my default printer Any printer in this list could have been equally suitable for the job including the PDF generators a Add Printer S printer on DDMTLDCO1 Ss PDFCreator G Adobe PDF hp photosmart 1215 series EDC RC internally uses ODBC drivers to achieve this report printing business That is why when EDC RC is installed the installation process automatically creates a DSN entry in your computer like such 2015 DocuData Software Corporation Technical Guide at ODBC Data Source Administrator Ei User DEN System DSN File DSN Drivers Tracing Connection Pooling About Add Remove Configure System Data Sources EDC Pr Pervasive ODBC Engine Interface the indicated data provider A System data source is visible to all users An ODBC System data source stores information about how to connect to on this machine including NT services Cancel Apply Help EDC RC uses the name EDC_RC for its DSN name by default and you should not change it If you do change it you would have to start EDC RC with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example 2015 DocuData Software Corporation EDC RC Technical Manual EDC RC Properties SS da General Shortcut Security Sl EDCRC Targettype Application Target location Bin Target C EDC RC Bin docu32 exe dsn DSN_TEST
23. space T C SEDC RC Bin That s it for DSN s 2015 DocuData Software Corporation o EDC RC Technical Manual 4 8 Portable Data Terminal PDT Build to collect display and communicate data the PDT is used in most of the operations of EDC RC ex picking refiling moving and delivering items Three PDT models are supported by EDC the PDT 3100 by Symbol the PHL 2700 the PHL 1300 by Opticon and the Opticon H 13 This section will show how to program connect and configure those PDT s for use with EDC RC 2015 DocuData Software Corporation Technical Guide ER 4 8 1 Programming the PDT If your PDT is not already programmed with our software you will need to install our program into it to enable communications between the PDT and EDC RC If it is already programmed you can jump directly to the section on how to connect your PDTho Each of the 3 PDTs have different instructions for programming them Follow the appropriate link below to program your particular model Opticon PHL 2700I995 Symbol PDT 3100 03 Opticon PHL 1300f07 Opticon H 13 103 Opticon PHL 2700 1 If the AppLoad Application Loader program from Opticon is not installed on your workstation download the application from http docudatasoft com supportfiles tools appload zip and install the application 2 The PDT must be cold started using the following sequence e Power off the unit e Hold the 0 zero and 7 pr
24. the XML RPC service WINNT system32 cmd exe The command line parameters available to these services are explained below Note that these parameters apply to all three services except where otherwise noted Command line parameters Note the command line parameters are NOT case sensitive Cfgfile This parameter indicates where to find the EDC configuration file de cho Always use an absolute path here Relative paths have been known to cause problems in the past If your absolute path contains spaces you need to enclose your path between double quotes as such cfgfile C path to my cfg file Note that this parameter is mandatory for any EDC service install servicename This parameter indicates the name of the service itself This is the name that you would normally see when you open the services control panel from within windows This parameter is optional because there is a default name that is assigned to the service when you install it without that parameter Only use this parameter if you wish to change the default values Here is a list of default service names for each of the three services EDC Service executable name Default Service Name XML RPC Server edcrpc exe EDC RPC Image Server imgser32 exe EDC Image Server RC Order Monitor Server ordmon32 exe EDC Order Monitor 2015 DocuData Software Corporation Install Guide 15 portno This parameter indicates what port you want the service to use for it
25. the port and wether the RPC SERVER is using SSL encryption or not Note If you re unsure what these settings are refer to the System Information module of EDC RC under the Replication section Use the Internal LAN setting for the RPC Server Name and use the port and ssl settings therein as well When you re done click Next to get to the following screen 2015 DocuData Software Corporation s EDC RC Technical Manual Deploy RCWeb Start Tomcat WAR file to deploy RPC Server CAEDCIEDCRCTIBINireweb wan ony Application Application Name reweb Options Images Deploy Finish Back Next Cancel This screen asks you the location of the WAR file to deploy as well as the Application Name By default the WAR file is located in the bin folder of your EDC RC If you cannot find it there please contact support docudatasoft com to get the file When asking for this file please also indicate what version of EDC RC you are using You can get this version information by going to the Help gt About menu item after launching EDC RC The application name is the name that will be used in the URL to the application So for example if you name your application the_amazing_web your URL will be similar to http www yourdomain com the amazing web Note Do not use any space if you choose many words Use the _ underscore to tie the words together like I ve done in the example above the_am
26. when doing a normal backup Whether you backup amp restore in normal or continuous operations mode you should definitely have a look at their documentation to insure all the proper steps are taken when doing your backup amp restore operations Here s some links for this http docs pervasive com products database psqlvi 1 advops wwhelp wwhimpl common html wwhelp htm href backup 08 4 html amp single true Backup Steps 1 Make sure no one is using EDC RC 2 Shut down any EDC RC services or processes that may be running 3 Shut down all Pervasive engines Transactional amp Relational 4 Backup your EDC RC installation folder on a medium appropriate for you FTP CD DVD Tape drive etc Note On some installations the data folder can be located in a different directory or machine than your executables bin folder So just make sure you back it up as well if this is the case because a back up without the data folder is in essence NO BACK UP AT ALL Just make sure that the backup is NOT stored on the same hard disk as your original EDC RC installation because in the event of a disk failure you could loose everything which in some instances could mean your whole business as well How to perform the actual backup is reserved for you to decide how Many utilities on the internet already exist to perform backups and so it s not up to DocuData to decide for you which way to go on this matter The most primitive way would be to do a
27. www neurospeech com Products JspISAPI aspx This is the actual company that one of our client uses with success This concludes the section on Tomcat amp IIS 2015 DocuData Software Corporation EDC RC Technical Manual 2 2 9 10 Required Access Rights ActiveWeb users need to hawe certain access rights available to them prior to use ActiveWeb in order to use it effectively Please refer to the section entitled ActiveWeb in the EDC RC User s Guide for help on setting those access rights 2015 DocuData Software Corporation Install Guide 2 2 9 11 Troubleshooting Internal error on the login page If the ActiveWeb config ini file is not configured properly or the EdcRpc exe process is not running an error similar to the image below will be displayed when trying to login Apache Tomcat 5 5 12 Error report Microsoft Internet Explorer a x File Edit View Favorites Tools Help EBak gt O A A Asearch Favorites meda he 3 a a Address http flocalhost 8080 reweb oo Links HTTP Status 500 fae Exception report message The server encountered an internal error that prevented it from fulfilling this request exception java io IOException Connection refused connect n Connexion to server failed on address localhost and port 11003 org apache xmlrpe XmlRpceClient Worker execute XmlRpceClient java 444 org apache xmlrpe XmlRpceClient execute XmlRpcClie
28. 55 of the technical guide 2015 DocuData Software Corporation Introduction 2 Install Guide 2 1 System Requirements Technological Architecture The Windows based system uses client server architecture The clients are Win32 based applications The Web based system is a multi tier architecture using AJAX JSP Java and XML RPC web services The internet browsers supported are Internet Explorer 8 and above Firefox latest version Google Chrome you may need to activate the Java plug in for some document management functionality Apple Safari 6 and above Server Platforms amp Operating Systems Windows 2003 2008 or 2012 Workstation amp Server Minimum Recommended Requirements 64 Bit Data Server Micr opro ces sor Athlon64 Opteron Xeon or other Intel EM64T Dis 500MB hard disk space for the application amp the database engine Data average record k size 2k box 1 5k file NTFS file partition for the database files that will be accessed spa ce Me mor 8GB or more y Web Server Microprocessor Any Dual core 2GHz or higher CPU will do but Quad Core is better Memory 2GB or more 2015 DocuData Software Corporation 3 EDC RC Technical Manual Workstation Operating System Vista Windows 7 Windows 8 Microprocessor Any Dual core 2GHz or higher CPU will do Disk Space 250MB hard disk space Memory 2GB RAM or better depending on operating system Recommended ban
29. 86_64 iis zip file If your web server is 32bit only download the latest i386 iis zip file At the time of this writing it was tomcat connectors 1 2 37 windows x86_64 iis zip 2015 DocuData Software Corporation Install Guide or tomcat connectors 1 2 37 windows i386 iis zip Create the folder C Program Files Apache Software Foundation Jakarta Connector Copy isapi_redirect dll from the zip file you just downloaded to C Program Files Apache Software Foundation Jakarta Connector isapi_redirect dll Right click on isapi_redirect dll choose properties and click the Unblock button Create a file C Program Files Apache Software Foundation Jakarta Connector isapi_redirect properties Add the following content to this file extension_uri jakarta isapi_redirect dll log_file C jk isapi_redirect log log_level trace worker_file C Program Files Apache Software Foundation Jakarta Connector workers properties worker_mount_file C Program Files Apache Software Foundation Jakarta Connector uriworkermap properties Create a file C Program Files Apache Software Foundation Jakarta Connector workers properties Add the following content to this file ps worker list wlb worker ajp13w type ajp13 worker ajp13w host localhost worker ajp13w port 8009 worker wlb type lb worker wlb balance_workers ajp13w Create a file C Program Files Apache Software Foundation Jakarta Connector uriworkermap
30. DC RC installation 3 Run the file and follow the instructions on the screen Your database is now to the same level as your application and can function properly Although very unlikely the opposite error message can also appear database level above the application level If this situation occurs contact us by email at support docudatasoft com for help EDC ActiveWeb and Pervasive error log files Usually most error events get logged in log files These log files can come in very handy when troubleshooting a problem You will also find that most of the time when you contact us for support we will ask you for those log files 2015 DocuData Software Corporation Technical Guide 123 Here is a listing of the error log files that are important for troubleshooting or debugging purpose and where to find them Log File Name Where To Find It Main EDC RC error log no name edclog txt only information that couldn t get logged in the main error log file gets logged here This usually happens when a connection to the database couldn t be established Main Replication Log no name edcreplog txt only information that couldn t get logged in the main replication log file gets logged here This usually happens when a connection to the database couldn t be established pvsw log Pervasive Error Log admin host manager jakarta_servce stout stderr localhost catalina amp manager log files you might not have every one of
31. DocuData Software Corporation Install Guide 31 Deploy RCWeb Start Tomcat H RPC Server Application docudata Direct access Total control Options Images Deploy Finish This wizard will deploy RCWeb on your web server Press on the Next button to continue i Cancel You click Next to get to the following screen 2015 DocuData Software Corporation 32 EDC RC Technical Manual Deploy RCWeb Start Tomcat Tomcat Host RPC Server http ocalhost 8080 Application User Options admin Images Password KA Deploy Finish Back Next Cancel Here you have to enter the URL that points to your Tomcat Web Server Host and the credentials User amp Password of the admin user in the Tomcat Manager Note If you forgot the credentials and or need to reset them you ll find this information inside the file tomcat users xml located in the conf folder of your Tomcat installation In a default installation that folder is located at C Program Files Apache Software Foundation Tomcat 5 5 conf After you ve entered the URL credentials and clicked Next you ll get this window 2015 DocuData Software Corporation Install Guide 33 Deploy RCWeb Start Tomcat RPC Server Name RPC Server Application Pot 1003 F SSL Encryption Options Images Deploy Finish Back Next Cancel In this window you need to specify the SERVER NAME that hosts the EDC RC RPC SERVER edcrpc exe
32. EDC RC Technical Manual rcrpcssl yes or no default value is no setimagedirectory Note that this parameter has no delimiter between itself and its value Here s a usage example setimagedirectoryC images Path to main EDM directory Note that this parameter has no delimiter between itself and its value Here s a usage example setedmdirectoryC edm setedmdirectory Path to User s work directory The User s system number from the RC side needs to be included as well Usage example setuserworkdirectory setuserworkdirectory user system Path to work directory importdescfile Path to import description file and its Path to Image directory This option is used only doing importation from a This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Used to connect edcclrpc exe edcclirpc exe to edcrpc exe This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Use this option to dcsetp32 exe create a new empty dc cfg file Usage is like so dcsetp32 exe new docu32 exe if you want to override remo32 exe the image directory setting from the system information module This is rarely used This option is used only remo32 exe if you want to override the EDM directory setting from the system information module This is rarely used This option is usually remo32 exe
33. EI Filter on File RC Number zl 233348 Search Add box Add file Result of the search Field 60 1 Ss i Field 80 1 REPEAT INFORMATIC 5 Notes Number MAGES Actviltv SELECTED BE Aijeli ela 260 2 RHULEN AGENCY INC TEST Keywords History Update Delete his file contains 15 Images L E S Done QuickChat 1 user Click Retrieving your IP address This indicates the EDC Image Server is not executing or not configured properly See the System Information module to configure the Image Server parameters Box or File Content does not display If you can t view the content of a box or file AND you encounter this error 2015 DocuData Software Corporation Install Guide https support03 8443 RCWeb 1 14 DEMO A Client Demo A Mozilla Firefox Result ofti the er Blue neue Filter on BE del End Date Ho 4 Type All State DESTROYED zl Department All e Range CC Field 2 J t Field 3 ce Result of the search An unexpected error happened Please contact your administrator 253 DESTROYED a Oa nee support3 8443 It could be because you have some invalid characters in your item s content A quick way to see if this is the case is this 1 Find the Item you want to view in EDC RC itself not ActiveWeb 2 Once the item is found press the Edit button on the toolbar or go Edit gt Ed
34. HIFT and BK SP keys simultaneously For the 46 key PDT press and hold the F and I keys simultaneously Press and release the PWR key Release other keys The PDT boots in command mode Ensure the PDT is in the cradle Select Program loader with the up arrow and confirm Set the communication parameters to 19200 7 data bits Odd parity Xon Xoff flow control Press ENTER to prepare the PDT to receive the firmware N GE EIERE On the PC 1 Edit the SendHex bat from the zip file you downloaded earlier on and make sure the last parameter on the line is the COM port number on your computer that the PDT is plugged into The line should be similar to SendHex Wanden 19200 2 Note The Wanden hex file can be found in the bin folder of EDC If you cannot find it please contact support docudatasoft com to obtain a new one Please include the version of EDC RC you are using when requesting the file This would mean that your PDT is connected to COM 2 at a baud rate of 19200 2 Run SendHex bat and press Enter when the PDT is in receive mode After the transfer 1 The PDT must indicate Status 0000 2 Turn the PDT off 3 Boot the PDT with 2015 DocuData Software Corporation Technical Guide 1 For the 35 key PDT press and hold the SPACE FUNC and Up Arrow keys simultaneously For the 46 key PDT press and hold the A and B and D keys simultaneously 4 Press and release the PWR key 5 Re
35. Li Gun separate memory space f Run as different user Start in CAEDE RCSBi 00 Shortcut key None Run Normal window Comment Po Find Target Change Icon Cancel Apply Please refer to the section Data Source Names DSN and ODBC 9A to learn how to setup a DSN for EDC RC from scratch Labels Printing There are 2 ways to print labels in EDC RC With thermal printers through either a serial interface or windows printer drivers With laser printers Note If you want to use either thermal printers through windows printer drivers or laser printers you have to also edit the label templates for proper operations Printing through thermal printers via the serial interface is the only mode in which you don t have to and or can t edit labels In other words if you need to customize labels you can t use the serial interface Thermal Printers To configure EDC RC to use a thermal printer you need to modify the dc cfg file usually located in the bin folder of your installation Although this file is editable with a regular text editor most users usually prefer to use the EDC Setup utility dcsetp32 exe also found under the bin directory Once opened it looks something like this 2015 DocuData Software Corporation Technical Guide s EDC Setup 1 81 Database directory Update directory AUPDATE Temporary file directory f ATEMP C Direct Serial Printer Label
36. No Action Bur fe SI DIDWSE Lommeandg line parameters e Append fail count to end of commandime Hair That s it The EDC RC services are now ready for production use Now the last part of the setup consist of setting up the web part of EDC RC ActiveWeb 2015 DocuData Software Corporation EDC RC Technical Manual 2 2 9 2 2 9 1 ActiveWeb Installation About ActiveWeb ActiveWeb is a component of the EDC record center software It is a web based solution to manage semi active documents located at a record center It is deployed to provide web access to the clients of the record center ActiveWeb uses a scalable multi tier architecture consisting of the following e An internet browser e A web server with Java Server Pages JSP support Tested on Tomcat the reference JSP implementation The EDC RC XML RPC multi threaded server The EDC RC database 2015 DocuData Software Corporation Install Guide 25 2 2 9 2 Required Software EDC Before installing ActiveWeb the EDC RC software and application must be properly installed The ActiveWeb application is deployed in a java WAR file having the name rcweb war Java SE Runtime Environment ActiveWeb requires the Java SE Runtime Environment JRE The JRE is free of any licensing costs The latest 64 bit version which is version 8 may be downloaded from http www oracle com technetwork java javase downloads index htm Choose the Windows Offlin
37. OnService E Fd16_700 RSC sl GC Fde Fips Value name 4 ail DependOnService J flashpnt C Fipydisk Value data C Fluor Pervasive WGE Fs_Rec 1 Ftdisk Cancel G gameenum GhostStartService CH GhPciScan D 6 E He A RERERE The value you need to put in the Value data field is the name of the service as shown in the service s 2015 DocuData Software Corporation Install Guide 21 properties like so Pervasive SQL Workgroup Engine Properties Local Computer Log0n Recovery Dependencies Pervasive SOL Workgroup Engine es automate x start Pause Hesume start parameters We re done with setting the pervasive dependency Once this is done you will see the dependency in the dependencies tab of your EDC service like so 2015 DocuData Software Corporation 22 EDC RC Technical Manual EDC RPC Properties Local Computer Pervasive SOL Workgroup Engine u hese services depend on TEDEH Q The last thing to do now is set the service s restart options in case something goes wrong at the startup of the computer To do this we go to the recovery tab of the EDC service and set the first and second failure options to Restart the Service like so 2015 DocuData Software Corporation Install Guide 23 EDC RPC Properties Local Computer Restart the Service Restart the Service Take
38. Roc exe Port No 14000 SSL Yes The parameters are not case sensitive Executing as a service To install as a service the following command must be used EdcRoc exe install Port No 14000 SSL Yes Cf gFi e C EDO Bi n Dc cfg By default the name of the servce in the Service Manager is EDC_RPC A different service name may be specified using EdcRpoc exe install Servi ceName EDC_RPC_Server1 Port No 14000 SSL Yes Cf gFi e C EDG Bi n Dc cf g To uninstall the previously installed service EdcRpoc exe uninstall Servi ceName EDC_RPC_Ser ver 1 The ServiceName parameter is required with the uninstall command if it was specified during the install command For more information on how to setup EDC Services refer to the Installing EDC RC Senices 14 section of the Install Guide Connectivity with external clients The IP address of the computer where the EdcRpc exe process is executing must be accessible from external internet connections so appropriate firewall configuration must be made Configuration in the system information module The system information module must be configured to indicate the connection parameters for EDC Clients RPC server at RC bes anere Port 1003 Internal LAN bes r xxx M SSL encryption 2015 DocuData Software Corporation EDC RC Technical Manual These parameters will be set in the customer database when a customer is exported It is highly recommended to use SSL encrypt
39. Use Ctrl L to bring up the System Monitor Properties window 3 In the Source tab under Data source select Log iles and then click Add 4 Look for your log ile By default the path is perlogs ile blg 5 Select your log ile and click Open 6 Change to the Data tab 7 Remove the existing counters by highlighting each one and clicking on the Remove button just below the Counters window 8 Click the Add button to select the counters that you configured 9 You can hold down Ctrl while selecting each of the listed counters in the Add counters from list window and then click the Add button below 10 Click Apply and then OK You will now see the results of your counter log in the System Monitor window which will look something like this 2015 DocuData Software Corporation Technical Guide e joj xj RG D Adon view Favorites Window Help 216 xi e o EIER 2 Console Root 24 System Monitor Si Performance Logs and Alerts Counter Logs Trace Logs Alerts Last 37564416 Average 33171106 Minimum 11587584 Maximum 37564416 Duration 10 14 color Seale ___ Counter instance Parent objet __ Computer ____ 1 000 Handle Count ntdbsmgr Process WDIONES 2K3 M2 0 0000100 Private Bytes ntdbsmgr Process WDIJONES 2K3 M2 1 000 Thread Court ntdbsmgr Process VWDIONES 2K3 vM2 0 00000 0 Virtual Bytes ntdbsmgr
40. a page similar to 2015 DocuData Software Corporation 28 EDC RC Technical Manual 3 Apache Tomcat 5 5 12 Microsoft Internet Explorer File Edit View Favorites Tools Help cetro OA Al Asah rotes Greda A A 2 3 Address E http localhost 8080 Apache Tomcati5 5 12 B Apache Jakarta Project http jakarta apache org a a If you re seeing this page via a web browser it means you ve setup Tomcat successfully Congratulations As you may have guessed by now this is the default Tomcat home page It can be found on the local filesystem at SCATALINA_HOME webapps ROOT index jsp where CATALINA_HOME is the root of the Tomcat installation directory If you re seeing this page and you don t think you should be then either you re either a user who has arrived at new installation of Tomcat or you re an administrator who hasn t got his her setup quite right Providing the latter is the case please refer to the Tomcat Documentation for more detailed setup and administration information than is found in the INSTALL file NOTE This page is precompiled If you change it this page will not change since it was compiled into a servlet at build time See caTALINA_HOME webapps ROOT WEB INF web xml a5 to how it was mapped NOTE For security reasons using the administration webapp is restricted to users with role admin The manager webapp is restricted to users with
41. and dot dot buttons together then press and release the PW button red button 7 Select 3 Down Software 8 From the AppLoad program Select File Download and select the H1i3EN HEX 2015 DocuData Software Corporation Technical Guide 13 you put on your desktop in point 3 above The transfer process will begin and the program will automatically start after the transfer 9 After transfer is done remove the power adapter from the cradle and power it up again Without this step the PDT won t work 10 Set the dip switches below the cradle back to 1 OFF 2 OFF 3 ON 4 OFF 5 OFF 6 ON 7 OFF 8 OFF Note If the PDT needs to be restarted but 1 PW boot sequence can be applied and the Restart option may be selected This step is usually not needed Your PDT should now be programmed You can now jump directly to the section on how to connect your PDTho 2015 DocuData Software Corporation EDC RC Technical Manual 4 8 2 Connecting the PDT Whether your PDT is connected via a cable or a cradle the principle is the same You simply need to connect it to a serial port that is usually located on the back of your computer Most standard computers nowadays come with at least 2 com ports COM1 and COM2 Refer to your computer s documentation to know which is which Once plugged in you need to tell EDC what port it is on by specifying it in the dc cfg file To do this you open the file dcsetp32 exe
42. anding how EDC RC works As such it is more of a reference into the inner workings and relations between the different processes of EDC RC This can be quite useful for the more technically inclined personnel who wish to understand more in depth the why s of EDC RC 2015 DocuData Software Corporation s EDC RC Technical Manual 4 1 Pervasive Database Software This part of the manual gets into the nitty gritty details of the Pervasive Database If you need more information about Pervasive you can visit their website at www pervasive com 2015 DocuData Software Corporation Technical Guide 4 1 1 The Pervasive Control Center PCC The Pervasive Control Center PCC is one the tools most often used for the maintenance of the Actian Pervasive Database You can find documentation on how to use it under the chapter Using Pervasive PSQL Control Center in the Pervasive User s Guide that comes with your installation or online at http docs pervasive com products database psalv1 1 wwhelp wwhimpl js htm wwhelp htm href welcome libwelcome html For Actian Pervasive Databases v 11 Pervasive also contains other utility programs to help you manage other aspects of the database These utilities are Function Executor License Administrator Maintenance Monitor Rebuild Pervasive System Analyzer ODBC Administrator Refer to your Pervasive documentation for the use of these utilities 2015 DocuData Software Corporation
43. art Ill Update Guide 1 Updating EDC RG icicccscccccctds cecdee ccececeatececdeegeccecead EAA ATA ESERE O ANENE RAEE EPEA RESAS 51 2 Updating ActiveWeb s sssssssnssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn ENEE EE nnmnnn nnmnnn nnmnnn nnmnnn 53 3 Updating your PDT ci a a EE EEN E TN E ONE E 54 Part IV Technical Guide 55 1 Pervasive Database Software ccseccceeeceeeeeeeeeeeeeee ence ee eeee REENEN EEN ENEE ENEE 56 The Pervasive Control Center PCC ssssssscssssssesssessssesesssserseseserssserstsassereseeseneesenaeseesenaesenaeneesenaeseeaeaes 57 Differences Between Engine Types and Pervasive Versions ssssssssessssseesesesssrsesseseesesaesneaeeeeteaes 58 Optimized Pervasive Settings ccceseeseseesessevsesseeseeseeseeseeseeseeseessesseeseesoeseesaesaesaesaeusevanvaeesneaneneesnesaesansaes 60 Performance Monitoring ea EES ines a A A EEA raa EANA OEC E 65 P rvasiv SQL Trouble Shooting ssia aerieni eaka aa naa aeaaea aaa aeae aana aaaea a Aaaa aE anaa 71 Networking amp COMMeCtivity ccccceeeeeeeeeeeeeeeeeeeeeeeeeee ee eeeeeeeeeeeeeeeeeeseaeeeeeseeeseeeseeeeeeeseeeeeeeeees 72 EDO e 73 d Re pliGatlon csscctce seewcccectectet cee EEN E 74 Replication Ove WC 74 2015 DocuData Software Corporation EDC RC Technical Manual oN OA 10 11 12 13 14 15 16 17 Portable Data Terminal PDT 20 ccc2sceceeeeeee eens ee ee eee REENEN EEN ENEE ENEE REENEN EEN 98 Programming
44. as a plug in in Microsoft s IIS web server for java based request processing H works in a similar fashion as what a cgi script would do 1 Request is first being received by IIS 2 IIS determines it is a java based request 3 IIS redirect the request to Tomcat for processing 4 Tomcat returns the processing result to IIS 5 IIS returns the result to the requesting web browser Note Tomcat and IIS should be installed in a DMZ separate from your internal network for better security Some information about DMZ s can be found here http en wikipedia org wiki DMZ_host There is 2 common ways to install Tomcat as an IIS plug in 1 Use the free redirector plug in provided by the Apache Software Foundation ah 2 Use a commercial plug in from a software wendorlagi Use the free redirector plug in provided by the Apache Software Foundation Install latest Java JRE from http www oracle com technetwork java javase downloads index htm Note if your server is 64 bit install the 64 bit version otherwise install the 32 bit version At the time of Rane the latest version was Java SE 7u9 Install latest Tomcat from http tomcat apache org Note at the time of this writing the latest version is 7 0 33 You have to use the 32 bit 64 bit Windows Servce Installer Install the Tomcat Connector Go to http tomcat apache org download connectors cgi click on Binary Releases and then windows Download the latest x
45. ase Level RC001050 Database Level CL001020 IP Addresses 192 168 1 143 The client database level of EDC RC is CL001020 so this matches the level 1020 of the client installation package Client installation packages for different database levels are available on the Internet via FTP ftp docudatasoft com record_center ClientInstallationPackage Preparing a client before installation Before the EDC Client software is installed using the Client Installer the following must be done by the record center e A supervsor group and user must be added to the Customer if such group and user does not exist Define a password of the supervisor user The user name and password of the supervisor user must be communicated to the client if the client does not know it e Add delivery addresses to the client in the Delivery Address module if it has not already been done e Assign the delivery types that the client has rights to in the Customer module if it has not already been done e A default department and sub department should be added if this is a new customer This will avoid the client from having to create them in order to add boxes and files e A default document type should be added if this is a new customer This will avoid the client from having to create one in order to add boxes and files If you need more information on how to set the Client Installation Package please contact support docudatasoft com 2015 DocuData Sof
46. azing_web When you click Next you will see this screen 2015 DocuData Software Corporation Install Guide 35 Deploy RCWeb Start Tomcat Number of search results per page RPC Server fio E Application Number of image columns 3 Options 3 Search panel position Left X Images Deploy Finish Background color Color Theme Kc or Text color D DocuData E W I Border color Midnight Highlight color Nature Back Next Cancel In this page you can customize options like Number of search results per page Number of columns for previewing images belonging to Files Location of the search panel Choosing from 1 of 3 pre defined color schemes or choose each colors individually When you click Next you will be told where the image folder of your ActiveWeb application resides like so 2015 DocuData Software Corporation s EDC RC Technical Manual Deploy RCWeb Start Tomcat The images used by RCWeb may be edited in the folder e CAEDC IEDCRCTIDATAIRCWeb Application Options Images Deploy Finish Back Next Cancel The images in this folder can be modified and will be remembered when you do another update Then the next screen simply tells you that you are about to deploy ActiveWeb like so 2015 DocuData Software Corporation Install Guide Deploy RCWeb Start Tomcat RPC Server Application Options Images Click Next to deploy RCWeb on your web server D
47. by pressing the Test button If all is well you should see a pop up window saying your connection is successful like so 2015 DocuData Software Corporation EDC RC Technical Manual Pervasive ODBC Engine DSN Setup x Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Test Connection E SE Test a i Connection successful Help Database Create Database Nam Once this is confirmed you can press OK on both windows to close all this You ll then be shown the main ODBC administrator window with your new DSN listed like such LODBC Data Source Administrator 2 x UserDSN System DSN Fie DSN Drivers Tracing Connection Pooling About System Data Sources Pervasive ODBC Engine Interface Add EA Remove Configure An ODBC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Cancel Apply Help Note EDC RC uses the name EDC_RC for its DSN name by default and you should not change it If you do change it you would have to start EDC RC with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example 2015 DocuData Software Corporation Technical Guide EDC RC Properties C EDC RC Bin docu32 exe dsn DSN_TEST IV Runin separate memon
48. d inside the data folder of your EDC RC installation 3 Rename the file you obtained from us to string dat and put it in the data folder of your EDC RC installation Overwrite the old one with the new one when prompted The dictionary is now changed Now if your new dictionary is anything other than English French you will also need to update the string definitions AND translate the new strings themselves in the dictionary Read the next section for instructions on how to do this Updating String Definitions in Dictionary Follow the steps below to update the string definitions in the dictionary 1 Obtain the new string definition update file from us by contacting support docudatasoft com 2 Make a backup of the file called string dat located inside the data folder of your EDC RC installation 3 Rename the file you obtained from us to string dat and put it in the update folder of your EDC RC installation 4 Go to the bin folder of your EDC RC installation and run the file dimp32 exe Your dictionary is now updated with the new string definitions Note If the language you use in EDC RC is anything other than English or French you will also need to translate the new string definitions to match your language Basically this only applies if you use either Dutch or Spanish as your primary language in EDC RC Please refer to the section entitled Language Dictionaries and Strings in the EDC RC User s Manual on our web s
49. dwidth between buildings T1 Line or more Bandwidth needed if serving electronic documents and images via ActiveWeb 10 Mbit sec up and down minimum 100Mbit sec recommended Communication Protocols TCP IP Number of Concurrent Users The Actian PSQL database server engine has 6 10 20 50 100 250 500 or an unlimited number of users The Actian PSQL database workgroup engine permits up to 5 concurrent users Peripherals Thermal printers with Thermal Transfer Technology Zebra or Datamax recommended LPT USB or Ethernet Interface Zebra ZM400 industrial class Zebra Z4Mplus industrial class Datamax l 4208 industrial class Zebra S4M medium class The model number on Zebra s mid range thermal label printer have been changed All thermal printers supporting Windows drivers Bar Code Scanners Wedge scanner 2015 DocuData Software Corporation Install Guide 9 Symbol PSC HHP or any other model capable of reading code 39 and 128 barcode labels Handheld Opticon H13 recommended model The portable unit is independent with its own CPU and operating system DocuData s newest portable unit features incredible response time and scan accuracy rcMobile rcMobile uses HTML and requires a browser that is compliant with these standards Uses iPhone 4 5 6with attached Linea Pro barcode scanner Uses most Android smartphones with attached barcode scanner Laser Printers Any Windows supported laser printer
50. e installation package This will make the install easier Tomcat Serviet Container The Tomcat servet container and integrated web server is the recommended JSP environment Tomcat is free of any licensing costs Download the latest 7 version which may be downloaded from http tomcat apache org The file to download is Windows Servce Installer core binary distribution 2015 DocuData Software Corporation EDC RC Technical Manual 2 2 9 3 Installing the JRE and Tomcat Important Before installing the Java Runtime Environment and Tomcat the current user must have administrator rights Installing the Java Runtime Environment To install the JRE launch the executable Java program downloaded previously which is version 8 64 bit executable or later version Select the Typical setup type and complete the installation wizard This may require a reboot of the workstation Installing the Tomcat Servlet Container Note Tomcat should be installed in a DMZ separate from your internal network for better security Some information about DMZs can be found here http en wikipedia org wiki DMZ_host To install Tomcat launch the executable latest 7 version It is recommended to enter a password for the Tomcat admin user when prompted Note Tomcat will install by default on port 8080 This can be a problem with some companies that have that specific outgoing port blocked We recommend that you install Tomcat on
51. eWeb in a Web Browser Once the EDC RPC server Java JRE and Tomcat servet container are installed configured and started the ActiveWeb web interface can be accessed via a web browser If Tomcat is executing on the same computer as the web browser the ActiveWeb application can be access via the following URL http localhost 8080 ActiveWeb If communication is properly established with the EDC RPC server the following login page will appear J EDC Web Client Microsoft Internet Explorer k File Edit View Favorites Tools Help Ea Bak gt amp At Qsearch GyFavorites media 44 B S 3 a Address Je http localhost 8080 rcweb gt co Links Q docudata Direct access Total control Login Numero du client Customer Key Login Name Nom d acc s Password Mot de passe T Change Password Changer mot de passe Case sensitive Sensible ala case Soumettre Enter zl Note All the captions used in ActiveWeb can be modified in the EDC dictionary module 2015 DocuData Software Corporation EDC RC Technical Manual 2 2 9 7 Integrating SSL Security within Tomcat If you want to encrypt your communications to and from ActiveWeb you need to configure your Tomcat installation to use SSL Secure Sockets Layer security The Tomcat documentation explains how to do this Browse to http tomcat apache org tomcat 5 5 doc ss howto html for the instructions If you are usin
52. echnical Guide 4 1 5 Pervasive SQL Troubleshooting Here are some tips in troubleshooting Pervasive SQL problems e If there is no database error and the database cannot be reached trying pinging the database gateway using its computer name and telnetting it on port 3351 using its computer name e When a Pervasive SQL error code is obtained the best source for researching the problem is the Pervasive SQL documentation There is a link in the Start menu s Pervasive SQL group Searching the help file with the index is the best way to locate the error code s explanations and recommendations Very often problems are resolved by restarting the Pervasive SQL engine on the computer acting as the database server The Pervasive SQL s log file is located at windir pvsw log Pervasive has an extensive Knowledge Base at http www pervasive com that can help troubleshoot problems 2015 DocuData Software Corporation EDC RC Technical Manual 4 2 Networking amp Connectivity If your installation of EDC RC is distributed over a network and you have firewalls managing the incoming and outgoing connections you need to be aware of the default ports used by EDC RC and how to change those default ports if the need arises Please refer to the section entitled Installing EDC RC Services 14 of the Install Guide for an explanation on how to do this 2015 DocuData Software Corporation Technical Guide 4 3 EDC RC Services Please refe
53. efault it is called EDC_RC for the report module so you don t usually need to set one up yourself If for any reason you wish to make one from scratch refer to the section Data Source Names DSN and ODBC 92 in this manual In the event that you decide to use another DSN name you would have to start EDC RC with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example General Shortcut Security Zil EDCRC Target type Application Target location Bin Target fc SEDC RC Bin docu32 exe dsn DSN_TEST LH Dun separate memory space J Run as different user Start in CAEDE RCSBi Shortcut key Nons Run Normal window Comment oOo O O Find Target Change Icon Cancel Apply This concludes the section on reports 2015 DocuData Software Corporation 108 EDC RC Technical Manual 4 10 Access Management 4 10 1 Controlling Access With DcLock32 This application dclock32 exe is normally used for three 3 different reasons Note1 You can find the dclock32 exe program in the bin folder of your EDC RC installation Note2 Specific users either at the record center or at a client s site can have access to this program To set up these users go in the Customer for a client or Management for an employee section gt User Group Employee Group or Authorized user Employee gt Edit gt Edit add the Access Management module to t
54. ematic situations arise Refer to the relevant links below for more information on how to proceed Mismatched application and or database level warnings h2 EDC ActiveWeb and Pervasive error log files 22 Mismatched application and or database level warnings Sometimes EDC RC needs to have only it s database level upgraded to match the application level This is a rare instance but it can happen from time to time You will usually be made aware of this when you attempt to open EDC RC and it fails with a message looking like CH Contact your help desk supporting the EDC software La estructura de la base de datos no corresponde al requerido por esta aplicaci n Debe correr la actualizaci n apropiada para traer su base de datos al mismo nivel de la aplicaci n The structure of your database does not correspond to the one required by this application You must run the appropriate update program to bring your database to the same level as your application Application 1059 Database 1057 Here s how you can remedy to this situation Note We highly recommend that you backup your installation of EDC RC before attempting any updates like this one 1 Obtain the database level update file from us by contacting support docudatasoft com Note The name of the update file has the level update number in it so in the example above you would receive a file called rc001059 exe 2 Put the update file in the bin folder of your E
55. eploy Finish Back Next Cancel And then a confirmation dialog just in case you change your mind about some options before installing Confirm If you click Yes the wizard will try to connect to the web server to initiate the install If for some reason it cannot connect you will get a message like so EDC VH Tomcat server is not accessible http localhost 8080 Socket Error 10061 Connection refused You will also receive a warning if the connection is successful but there is active sessions users currently in use 2015 DocuData Software Corporation ER EDC RC Technical Manual Confirm p There are 1 active sessions tU Continue Note If you answer Yes to this dialog box you will kick out any user from their session and they will have to retry the operations they were trying to make when they got kicked out When the install is complete you will get a window telling you so Deploy RCWeb Start Tomcat RPC Server Q Application docudata Direct access Total control Options Images Deploy The deployment of RCWeb completed successfully Finish At this point you can simply browse to your ActiveWeb installation to verify that you can login successfully This completes the ActiveWeb installation via the Deploy Wizard If you have any questions please contact support docudatasoft com 2015 DocuData Software Corporation Install Guide 2 2 9 6 Running Activ
56. ered Sampled Revised SentToDepot DeptChange NumberChange DescChange TypeChange Moved AccessLevelChange 2015 DocuData Software Corporation Technical Guide DispositionChange BoxChange VolumeChange UserField6Change GeneralChange BoxChange PreAddDeletion ImagesScanned VaultTransition ItemSetChange AltLabelChange Images may be scanned both in the record center and the client software when the client stores images with the record center If the client stores the images locally images never get replicated with the record center and the record center is not involved in the imaging In order to implement imaging on demand images need to be stored at the record center Images are sequential within a file starting at number 1 and increasing until the last image within the file Ifimages are scanned in the same file at the same time this is VERY unlikely as the physical file is probably in only one location images scanned at the record center will be replaced by the images that were scanned at the client When images are scanned in the client software they will get replicated to the record center in the next replication session When images are scanned at the record center only the image index gets replicated to the client in the next replication session In order to obtain the actual images they have to be downloaded from the Imaging module During a replication session the following events occur e If the document types
57. ess 1 Download the update file zip file if you don t have it already 2 Make sure you have a recent and functioning backup of you whole EDC RC installation including the data if on a different server 3 Make sure no workstation is running EDC RC or EDC Client 4 Close all EDC services and or processes running How to perform the update process itself 1 From the zip file you just downloaded extract the file called Update exe and put it in the bin directory of your EDC RC installation Overwrite the older file if prompted to do so 2 Put the zip file itself in the Update directory of your EDC RC installation 3 Run the Update exe file and follow the prompts until the update is finished Note Once the update is complete the update file will be renamed with a Z extension You may want to keep it this will enable you to recuperate specific files of the update if needed later on Note The results of the update are saved in a file called UPDATE LOG in the Update directory of your EDC RC installation 4 Update your ActiveWeb installation by following the instructions located here 53 Note The rcweb war file is located inside the zip file you downloaded earlier on 5 Update your PDT by following the instructions located herel 54 6 Either restart your computer or just the services process of EDC and Tomcat depending on your situation You probably won t want to restart your whole computer if you have other application
58. ess and release PW button 3 Select 3 Download Application then chose between cradle or cable interface Note If transferring via the cradle the dip switches below the cradle must be set as follows 1 ON 2 OFF 3 OFF 4 OFF 5 OFF 6 ON 4 From the AppLoad program Select File Download and select the PHL2700EN S2 english or the PHL2700FR S2 french file depending on your language Note These files are located by default in the bin folder of EDC RC If you cannot find them please contact support docudatasoft com to obtain new ones Please include the version of EDC RC you are using when requesting the file s The transfer process will begin and the program will automatically start after the transfer If transferring via the cradle when used with EDC the dip switches below the cradle must be set as follows 1 ON 2015 DocuData Software Corporation 100 EDC RC Technical Manual 2 OFF 3 OFF 4 ON 5 ON 6 OFF Note If the PDT needs to be restarted the 0 7 PW boot sequence can be applied and the Restart option may be selected Your PDT should now be programmed You can now jump directly to the section on how to connect your PDTho Symbol PDT 3100 If you don t have it already download the PDT3100 package from http docudatasoft com supportfiles tools pdt3100 zip and unzip it to a place convenient for you Preparing the PDT Turn the PDT off For the 35 key PDT press and hold the S
59. esteececteceeeccectetee NEEN ENEE NEES NEEN cede 7 2 Installation Proce d re S a e a EEN cece ee RENE EEN EEN ENEE ERKENNEN EEE REENEN 10 Installation PrereQuiSiteS sue uENEEREEREESEEREEREEEEEEEEEEEEREEREEREEREEREEEEEREEEEEEEEEREEEEEREEEEEEEEEEEEEEEEEEEEEEEENEEREEEEEREEEEEREEEEESNEEen 11 Installing PO RVAS IVE 22ueeeegergr ENEE Ee EENEG 12 Installing BOG EE 13 Installing EDC RC SER VICe S Ee EENEG 14 Uninstalling EDC RC Services geseet cscs cescee e aeaa ces sac cued tect ecee scueczad sce Eara ANa Aaaa aR 16 Installing MONQODB E 17 Client Installation Package Configuration csscssecseeseeeseesseeceeseeeseneeseesenesseeseneseneseneseeeseessaeseeseneeseatenenseeas 18 Other Services Settings and Dependencies ccesseeeseeseesseseeseeseeseeeseeseesoesaesessessevsevsnvseesneneeseeseesaesaneans 20 Active Web Installation eege SES ecccsaercetenunsuuassceeyvernackeceessevecnesertocaveuese 24 About ActiveWeb EE 24 Required Reg 25 Installing the JRE and te ue 26 Configuring the EDC RPC Servet ecsecesceesceeneeeeeeeneeeseeseeeeeeeeeseeeaeeeaeesaeseaeeeaeesaesaeeaeceeeaeesaeeseesaeeeaeeeaeeeae 29 Installing ActiveWeb via the Deploy WS ad 30 Running ActiveWeb in a Web Brow ser 39 Integrating SSL Security within Tomat 40 Modifying the SESSION timeout 2 0 ee eee eeeeeeeeeeeteeeceeeteeetsnecseeeaeesseneaeeaeesaeesaessaeeaaesseeeseeeseeeaeeeaeseaeeneeteaeeneeeaees 41 Bei CT 42 Required ACCESS e EE 46 Troubleshooting P
60. exe config C mongodb mongod cfg install 7 Go to the windows services and make sure the Mongo DB service startup type is set to automatic 8 Start the service Note from a batch for backup purposes for example script you can always start and stop the Mongo DB servce with these commands net start MongoDB and net stop MongoDB At this point if the service doesn t start it is most likely because the settings in the mongod cfg file have a typo in there Recheck them 2015 DocuData Software Corporation 18 EDC RC Technical Manual 2 2 7 9 Test MongoDB to make sure connections can be made to it by using from the command line For the RC Software c mongodb bin mongo 127 0 0 1 27017 Replace 127 0 0 1 with the IP address of the server leave the default port alone To connect and then try show dbs to see a listing of current databases Only the local database should be present at this time Exit the command prompt by typing exit and then press enter Client Installation Package Configuration Before a record center client can install the EDC Client software preparation must first be done at the record center This section will explain how to do this preparation Preparation at the Record Center At the record center the process EdcRpc exe is the server that must be available to extract the customer s data This process should already installed as it is the same process used for the EDC
61. ftware Corporation ER EDC RC Technical Manual The client cache is similar in many ways to the Workgroup engine By default it auto loads into memory when an application first accesses the database and it unloads a few minutes after that application is stopped After the client cache engine starts a tray icon appears allowing you to control the client cache from the Windows task bar Some users may wish to keep the client cache in memory at all times to avoid the performance cost of re populating the cache with each usage session If you want to keep the client cache loaded simply start the Cache Engine from the Windows Startup group By default you can find the client cache in the following location Start gt Programs A Pervasive SQL gt Engines Cache Engine To stop the client cache right click on the client cache tray icon and choose Stop Engines and Exit Pervasive SQL keeps the client cache fully synchronized with the database engine cache and other client cache locations This behavior is entirely transparent meaning that you should never need to worry about what records are or are not in any given client cache The following operations are not stored in the client cache e everything inside a transaction e operations with a lock bias e write operations such as insert update delete e opens and close operations NOTE This setting has no effect if the Allow Cache Engine connections on the server is set to off A fe
62. g Try this first Make sure that under the Handler mapping of the jakarta virtual folder you do have dll IsapiModule enabled if you don t the isapi_redirect dll won t be able to load and instead of getting the start page of ActiveWeb the webserver may ask you to download some file instead If you don t have it install it See screenshot http docudatasoft com supportfiles documentation ActiveW eb jakarta_handler_mappings jpg 2015 DocuData Software Corporation Install Guide If you do have the dll module installed then perhaps IIS is missing some roles http docudatasoft com supportfiles documentation ActiveWeb IIS_roles jpg We are not sure which roles exactly IIS requires for the redirection to work but you can start with the highlighted ones on the screenshot and then add some more if need be until you find exactly which one is missing Not sure also if the web server will require a restart after adding roles If you have any questions about this please email support docudatasoft com for more info Use a commercial plug in from a software vendor If you find that installing the free plug in is too complicated for you or you find that you don t have enough time to figure it out there is always some companies that offer their own commercial plug ins for a fee These companies can also generally help you out with the installation for an additional fee Here is a company that we know provide such services http
63. g Tomcat as a redirection plug in for another web server such as Microsoft s IIS refer to that other server s documentation for SSL setup 2015 DocuData Software Corporation Install Guide 2 2 9 8 Modifying the session timeout After a certain amount of user inactivity in a session ActiveWeb will terminate the session for safety and performance reasons The timeout is configurable for the whole website per customer and per user 1 Setting the timeout for the whole website To set the timeout for the whole website add the following command line parameter to EdcRpc exe EdcClServiceAtRC TimeOut number of minutes 2 Setting the timeout for a customer To set the timeout differently for a particular customer go in the Customer Information module of EDC RC and modify the Web Time Out to a value in minutes of your choice If you leave the setting at default it will use the timeout value that is set for the whole website on the command line as in point 1 above 3 Setting the timeout for a user To set the timeout differently for a particular user go in the Authorized User module of EDC RC and modify the Web Time Out to a value in minutes of your choice If you leave the setting at default it will use the timeout value that is set for the customer in the customer information as in point 2 above 2015 DocuData Software Corporation EDC RC Technical Manual 2 2 9 9 Tomcat amp IIS Tomcat can also be used
64. he Performance Tuning e Cache Allocation Size Between 20 and 40 of your total physical memory size This setting is dependant on many factors Database file sizes total amount of physical memory how many applications are running on the machine etc Here is what the Pervasive documentation says on the issue important to read Speaking very generally overall performance is usually best when the Cache Allocation Size is a value less than 40 of the physical memory on the system and the Configuration setting Max MicroKernel Memory Usagel 2 is set to a value greater than 40 Your exact optimal settings will depend on the size of your data files the number of other applications running on the system and the amount of memory installed in the computer Server Engine 2015 DocuData Software Corporation e EDC RC Technical Manual On Windows this setting is initially set to 20 of physical memory by the database engine the very first time it starts up and it writes that value to the Registry After that whenever the engine starts up it reads the value from the Registry Changing the value using Configuration updates the value in the Registry If you add or remove memory from the system you must modify this setting to take best advantage of the new amount of memory available To optimize your performance allocate a cache size no larger than the sum of the sizes of the files you are using However be careful not to take a
65. he PDT 90 and Connecting the PDT ho are assumed to have been done at this point To configure your PDT with EDC RC follow these steps 1 Open EDC RC go to the Management tab and then open the System Information module 2 In System Information go to File gt Configure PDT E System Information File Edit Report Help P view Report lt Print Report Print Setup Shift F Configure PDT Purge Error Log OD EDC hat Ctrl BkSp x Exit Alt F4 A window will open like so telling you to prepare your PDT for the data transfer do NOT press the OK button just yet or the transfer won t work CI 2x i Prepare the portable terminal for the data transfer 3 Put your PDT in receive mode by pressing 1 Receive on your PDT 4 Now you can press the OK button to start the data transfer 2015 DocuData Software Corporation 106 EDC RC Technical Manual 5 Once the transfer is done you should see the message Transfer Complete on your PDT That s it Your PDT is now configured and ready to work in EDC RC Congratulations This concludes the section on PDT s 2015 DocuData Software Corporation 4 9 Technical Guide SQL Reports All reports in EDC RC are done internally via SQL statements The reporting module uses ODBC drivers to connect to the EDC RC database and therefore needs to have a DSN setup in order to function When EDC RC is first installed it automatically creates a DSN entry by d
66. he whole EDC system or specific users from accessing it DCSETP32 EXE This application is used to modify the DC Cfg file this is the configuration file that points out the Data Update amp Temporary directories of EDC RC plus some additional printer and PDT settings DIMP32 EXE This application is used when one needs to update the dictionary used by EDC this is specifically for the fields and the menus of the software The data of the dictionary is stored in a file called Ging dat in the data directory DOCU32 EXE This is the main application that starts EDC RC EDCCLRPC EXE This is a server program that will be used with the upcoming ActiveWeb software ActiveWeb is to EDC Client what ActiveWeb is to EDC RC EDCMONITOR EXE This application monitors the dispatcher program It verifies if new changes were done in EDC and sends them to another program specific to one of our clients EDCREP32 EXE This application is now deprecated in favor of our new replication process replicator exe EDCREQIP EXE This application is now deprecated in favor of our new replication process replicator exe EDCRPC EXE This application allows EDC programs as well as other programs to communicate with EDC EDCSER32 EXE This application is now deprecated in favor of our new replication process replicator exe EDCSERIP EXE This application is now deprecated in favor of our new replication process replicator exe EDCSHL32 EXE
67. heir list of accessible modules 1 Terminate a customer and or an employee s regular or locked sessions A session is usually locked by the system when a computer crashes during an operation and the number of users has been exceeded when a new session is opened In this case the user cannot log back into EDC To remedy this situation open dclock32 exe and go File gt Terminate all sessions or File gt Terminate Customer sessions like such P Access Management 5 x Help Lock System Unlock System Terminate all sessions Lock Customer Unlock Customer Terminate customer sessions Exit Alt F4 Terminate the session of all the users The one you choose depends on if you want to terminate all the sessions including the employees sessions or just a specific customer session This will in effect terminate both active sessions and old locked sessions from a previous crash etc Note Often the session is not entirely locked only one module cannot be accessed but you can log into the system In this case one can unlock operations in the System Information module like so 2015 DocuData Software Corporation Technical Guide CG System Information File Edit Report Help EA Edit Cl Delivery Notes Delivery Exclusion List Route templates Client software trial email Noise words Label Templates Slave Record Centers Master record center passwords Unlock Operation Image Direct
68. ion This is strong public key encryption 2015 DocuData Software Corporation 4 4 3 Technical Guide Managing the Replication at the Record Center Viewing the current status of the Replication Server From the Box and File Maintenance module select File Replication Log This will query the replication server and request its internal status log This replication log will reset every time the process is restarted If the EdcRpc exe process is not started a winsock error 10061 will occur View the date and time of the last replication session for all replicated customers From the Box and File Maintenance module select File Replication Times This will display a report of all replicated customers and the last time they connected for a replication session Note This report does NOT indicate a successful replication only that a connection has been made to the record center To view the real status of a replication you need to view this same information but on the client side To view this open EDC Client go to the Box and File Maintenance module from the Inventory tab and then choose File gt View Date and Time of Last Replication 2015 DocuData Software Corporation EDC RC Technical Manual 4 4 4 How does the replication work The replication process will synchronize the following data between the client and the record center e Document types e Delivery address e Disposal deletion and transfer list
69. it from the top menu This will put the item in edit mode You don t need to actually change any information just put the item in edit mode 3 Once the item is in edit mode put it back to normal mode simply by clicking the Accept green arrow and you re done By doing this action all invalid characters for the item have been removed or stripped Now the item should be visible in ActiveWeb as usual 2015 DocuData Software Corporation so EDC RC Technical Manual 3 Update Guide This section will show you how to update an already working version of EDC RC Three different updates have to be performed e EDC RCS e ActiveWebI 53 e PDTS Just follow the pertinent links above for instructions 2015 DocuData Software Corporation Update Guide 51 3 1 Updating EDC RC It is of utmost importance that you read this section thoroughly before attempting an update of EDC RC Failure to do so can result in unpredictable behavior of EDC RC or worse could irreparably damage your current installation and or data If in doubt about anything mentioned here below contact us directly at 514 789 2789 or by email at support docudatasoft com before attempting the update NOTE If your version of EDC RC is 4 50 64 or below you MUST contact us before upgrading to this new version because it introduces some changes to the normal operations work flow that you won t be aware of without Steps you need to do before starting the update proc
70. ite This concludes the section on Dictionaries and Strings 2015 DocuData Software Corporation 2 EDC RC Technical Manual 4 7 Data Source Names DSN and ODBC This section of the manual shows you how to setup a DSN for EDC RC on the server from scratch in case you would need to do so you usually don t need to For setting up a DSN on your local computer to connect to the installation on the server have a look a the video below Creating a DSN entry for EDC RC 1 Go to the ODBC Data Source Administrator You can access this via 2 different places once Pervasive is installed Here s some screenshot that will help you find those Programs Accessories J Administrative Tools Component Services Documents Citrix Computer Management Pervasive SQL V Data Sources ODBC Quintessential Player v Settings Event Viewer Microsoft Visio Local Security Policy h a Search Microsoft NET Framework 1 1 Configuration Microsoft NET Framework 1 1 Wizards Performance OpenOffice org 2 0 Color Wheel Pro hp photosmart HP ScanJet Software y Help Run Services lt Gy r EP bs Jee Log Off erickp Telnet Server Administration Internet Services Manager GER Shut Down Personal Web Manager Programs Accessories Administrative Tools Documents f Citrix Pervasive St ES Other Utilities gt S ODBC Administrator So Settings Quintessential Player J Fa 5 Search Micro
71. l Manual Note If the PDT needs to be restarted the 0 PW boot sequence can be applied and the Restart option may be selected Opticon H 13 There are 2 cables linked together from the computer USB to the cradle There is the USB Serial adapter and the NULL Modem cable which comes with the device If you decide to use the USB connection you may need to download the driver from our web site and install it with Administration privileges on your computer Otherwise it will not work If you decide to use the serial connection be sure to use the null modem cable which came with the H13 Otherwise it will not work 1 Make sure the PDT is charged but turned off 2 Set the dip switches under the cradle to 1 ON 2 ON 3 ON 4 OFF 5 OFF 6 OFF 7 OFF 8 OFF 3 Make sure you copied the h13en hex firmware file from the bin folder of EDC to your desktop If you don t know how to get to the bin folder simply right click on your EDC shortcut go properties and then click on the open file location or Find Target button This will usually get you to the bin folder of EDC RC 4 Make sure you have appload program installed on your computer If you don t you can download it from http docudatasoft com supportfiles tools appload zip 5 Make sure Appload is set to use the proper COM port your PDT is connected to via the settings gt port menu 6 Power up the PDT using the following sequence Hold down the 1 one
72. lease the other keys 6 The PDT will now boot in the EDC software Your PDT should now be programmed You can now jump directly to the section on how to connect your PDTho Opticon PHL 1300 1 If the AppLoad Application Loader program from Opticon is not installed on your workstation download the application from http docudatasoft com supportfiles tools appload zip and install the application Note the dip switches below the cradle must be set as follows before you can continue with the next steps 1 ON 2 OFF 3 OFF 4 ON 5 ON 6 ON 2 The PDT must be cold started using the following sequence e Power off the unit e Hold the 1 one and dot press and release PW button 3 Select 3 Download Application 4 From the AppLoad program Select File Download and select the PHL1300EN S2 english or the PHL1300FR S2 french file depending on your language Note These files are located by default in the bin folder of EDC RC If you cannot find them please contact support docudatasoft com to obtain new ones Please include the version of EDC RC you are using when requesting the file s The transfer process will begin and the program will automatically start after the transfer Note the dip switches below the cradle must be set as follows before you can perform the next step configure and use with EDC 1 ON 2 OFF 3 OFF 4 ON 5 ON 6 OFF 2015 DocuData Software Corporation 102 EDC RC Technica
73. ll available memory especially when the server is running other applications You cannot improve performance and may waste memory by specifying a value higher than you need Workgroup Engine and Client Cache The database engine initially sets this value the very first time it starts up and it writes the value to the Registry The value is set to 20 of physical memory up to a maximum of 32 MB After the Registry setting is initialized whenever the engine starts up it reads the value from the Registry The engine never re calculates the setting Changing the value using Configuration updates the value in the Registry If you add or remove memory from the system you must modify this setting manually to take best advantage of the new amount of memory available This information also applies to the client software client cache if the Configuration setting Client Performance Tuning Use Cache Engine is turned on e Max Microkernel Memory Usage 50 This setting works in conjunction with the Cache Allocation Size setting just above Refer to the Pervasive Documentation if you need more info 2015 DocuData Software Corporation Technical Guide s WORKSTATION SETTINGS To access the server settings inside the control center browse to Configuration gt Client as shown below CH Control Center Root EN EI Pervasive SQL Engines E SUPPORTOS Databases Engine Databases Client of Configuration Server Per
74. ll not use the client cache engine 2015 DocuData Software Corporation Technical Guide st Communication protocols e Enable auto reconnect on This setting specifies whether you want the server to support clients attempting to auto reconnect during a network outage e Supported protocols TCP only if using TCP of course This setting specifies the protocols on which the database engine listens for client connections If more than one protocol is specified the database engine listens on all specified protocols and slows down the initial connection time Data integrity e Transaction Logging On When this value is On transaction atomicity and multi file data integrity are guaranteed Offer less transaction recoverability that Transaction Durability but more performance If Transaction Durability is on this setting is ignored e Transaction Durability Off When this value is On the MicroKernel does not return a successful status code for an End Transaction operation until the transaction is completely written to the log file When turned ON this feature will slowdown the speed of your database operations but will ensure better recoverability of your data in the event of a system crash or other unanticipated problems Memory Usage e System cache Off Using the Windows system cache adds more overhead in general If the Pervasive cache allocation size eis large enough there is no need for the system cac
75. located in the bin folder of your installation Once opened you ll see a window like so EDC Setup 1 81 B Database directory Update directory f UPDATE Temporary file directory f ATEMP C Direct Serial Printer Label Printer Port E High Speed Printer IP 127 0 0 1 IP Port Windows Printer Driver Printer Name ddmtldeO1 printer wennen conz Building IT Keep Open After Logout wi Ok X Cancel This is where you specify the COM port of your PDT for use in EDC RC That s it for connecting the PDT to your computer Now let s configure the PDTh05 with EDC RC so it can be ready for some real work 2015 DocuData Software Corporation Technical Guide 105 4 8 3 Configuring the PDT kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Note Before you can configure the Opticon PHL 2700 PDT with EDC RC you need to make sure it is set to communicate via cable or cradle depending on your particular setup To verify this you 1 Power up the PDT 2 Press option 4 Utilities 3 Press option 5 Cable Cradle 4 Choose 1 Cradle or 2 Cable as appropriate for your setup kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Note The procedure for configuring the PDT is the same for all PDT models AND the two pre requisite steps Programming t
76. mber of threads currently active in this process Every running process has at least one thread e Virtual Bytes Virtual Bytes is the current size in bytes of the virtual address space the process is using e Virtual Bytes Peak Virtual Bytes Peak is the maximum size in bytes of virtual address space the process has used at any one time e Working Set Working Set is the current size in bytes of the Working Set of this process The Working Set is the set of memory pages recently touched by the threads in the process If free memory in the computer is above a threshold pages are left in the Working Set of a process even if they are not in use e Working Set Peak Working Set Peak is the maximum size in bytes of the Working Set of this 2015 DocuData Software Corporation ER EDC RC Technical Manual process at any point in time Configuring a new Log Setting In this example wel be running the Performance Monitor on a Windows 2003 Server system with the Pervasive PSQL v9 5 Server Edition To start let s open the Microsoft PERFMON utility 1 Click on Start 2 Select Run 3 Type PERFMON and hit Enter or click OK When you open Performance Monitor for the first time it should look something like this CO alain E Fie Action View Favortes Window Help 18 x e omg pion OF Ss e al Ziel mea og m i Performance Logs and Alerts 100 p 40 20 Hi SS SS Se EE
77. ngs apply to Pervasive versions 8 x up to version 9 x unless otherwise noted and are editable directly from the Pervasive Control Center Note that these settings CANNOT be set via a remote desktop connection SERVER SETTINGS To access the server settings inside the control center browse to Configuration gt Server as shown below d Control Center Root EI Pervasive SQL Engines 2 n SUPPORTOS E Databases Engine Databases Client of Configuration E Cy Server CH Access T Communication buffer size DH Communication protocols LC Compatibility Ia Data integrity a Debugging a Directories e Memory usage a Performance tuning DI Client DI Client 16 bit Pervasive 8 Control Center ox GB welcome 38 Pervasive SQL O Pervasive SQL o Bi Local Client H cb Engines SE support anonymous 8 J Databases New P Welcome t Product Help Logout anonymous Delete Delete en Refresh E Properties Pervasive 9 Control Center Here s the server settings that you can change The settings will be described from top to bottom as seen in the picture above From Access to Performance Tuning Access e Allow Cache Engine connections On This option specifies if the server will support clients that will attempt to connect to the server with the client cache engine When set to Off clients will still connect to the Server but wi
78. nt java 163 utilClasses RpCaller doCall RpCaller java 122 utilClasses RpCaller callGetDictionaryWord RpCaller java 1339 utilClasses Dictionary getUord Dictionary java 417 utilClasses Dictionary getWord Dictionary java 428 org apache jsp index_jsp _ jspService org apache jsp index_jsp 59 org apache jasper runtime HttpJspBase service HttpJspBase java 97 javax servlet http HttpServlet service HttpServlet java 802 org apache jasper servlet JspServletWrapper service JspServletWrapper java 322 org apache jasper servlet JspServlet serviceJspFile JspServlet java 314 org apache jasper servlet JspServlet service JspServlet java 264 jJavax servlet http HttpServlet service HttpServlet java 802 Te The full stack trace of the root cause is available in the Apache Tomcat 5 5 12 logs Apache Tomcat 5 5 12 H Done I L E vocal intranet The address and port as specified in the config ini file that the JSP application is trying to connect to is indicated in the error message To resolve the situation ensure the EdcRpc exe process is executing and the ActiveWeb config ini file is properly configured 2015 DocuData Software Corporation nm EDC RC Technical Manual Images do not appear within ActiveWeb When displaying images within ActiveWeb if the images do not appear as displayed below http localhost 8080 RCWeb 1 01 DEMO A Client Demo A Mozilla Firefox Result of the search B
79. on EDC RC Technical Manual Database directory ADATA Update directory UPDATE Temporary file directory _ATEMP Direct Serial Printer Remote Printer IT High Speed Printer IP 127 0 0 1 IP Port 12077 C Windows Printer Driver Label Printer Wand Port COM Building VH IT Keep Open After Logout wi Ok X Cancel The port number 12077 is the default one and should not be changed Let s see in more detail how all this works First here s a drawing that will help 2015 DocuData Software Corporation Technical Guide aa Thermal printing setup with thermal print server P 192 168 1 75 The print jobs are handled by the thermal print server and fed to the printer for printing Thermal Print Server executable i EDC RC Server EDC RC running inside the EDC RC Zebra Label Printer t Print Server Print Server connected on COM1 Printer config EDC RC will look for Printer config remote printer the address of the IPI thermal printer server Zebra printer on to do it s job Hence COM1 192 168 1 75 fi Port is 12077 this configuration dc cfg It is the thermal print server that communicates with the label printer directly The thermal print server can be installed by itself as a regular process or service on any windows machine running Pervasive As you can see in the picture above there is two dc cfg files needed in this case one to configure the
80. ory 2 Lock amp Unlock customers If you want to lock or unlock access to EDC for a specific customer temporarily without having to change his login information you simply open dclock32 exe and go File gt Lock Customer or File gt Unlock Customer as required 3 Lock amp Unlock the whole EDC system Another reason to use dclock32 is if you want to lock or unlock access to the whole EDC system for everybody This is usually done for maintenance reasons updating EDC to make sure no one logs into the system while the maintenance is being performed To do this simply open dclock32 exe and go File gt Lock System or File gt Unlock System as required This concludes the section access management 2015 DocuData Software Corporation no EDC RC Technical Manual 4 11 Security Because security is always a concern when networks are connected to the internet EDC RC enables you to transmit your communications from and to it using SSL encryption To enable SSL encryption in EDC RC just make that the SSL checkbox in the system information module is ticked Here s a screenshot to illustrate Replication EDC Server Name old 127 0 0 1 Port 11002 Replication Phone DocuData RPC Server services docudatasoft cc Port 1007 Client installation folder RPC server at RC 127 0 0 1 Internal LAN 127 0 0 1 Note This setting won t have any effect if you configured your RPC server edcrpc exe with the ssl
81. properties Add the following content to this file activeweb wib activeweb wlb Note If you use another name than activeweb in your deployement use that name instead Configure IIS7 Open Internet Information Manager 2015 DocuData Software Corporation EDC RC Technical Manual Select the server Double click on the ISAPI and CGI Restrictions icon Click on Add in the Actions on the right and use the followin informations ISAPI or CGI Path C Program Files Apache Software Foundation Jakarta Connector isapi_redirect dll Description jakarta Allow extension path to execute Chekced Click on Default Web Site Double click on ISAPI Filters Click on Add in the Actions on the right and use the followin informations Filter Name jakarta Executable C Program Files Apache Software Foundation Jakarta Connector isapi_redirect dll Right click on Default Web Site Select Add Virtual Directory and use the followin informations Alias jakarta Physical path C Program Files Apache Software Foundation Jakarta Connector Select the jakarta virtual directory Double click on Handler Mappings Click on Edit Feature Permissions Check the Execute option Select the server Click on the Restart option Done Troubleshooting If after doing these steps you find out redirection does not work it is 99 9 due to the fact that IIS has some modules or options missin
82. r to the section entitled Installing EDC RC Senices 14 of the Install Guide for an explanation of all EDC RC services 2015 DocuData Software Corporation EDC RC Technical Manual 4 4 4 4 1 Replication Replication Overview This section explains how to install configure and manage the EDC replication engine The EDC Replication engine is the technology part of the EDC system which allows data synchronization between a record center and the clients of the record center using the EDC Client software Here are the major features of EDC Replication e Uses a TCP IP network layer in other words the Internet e Uses the http or https secure socket layer protocol e Uses XML RPC remote procedure calls between EDC Client and EDC Record Center e Runs as background processes or services and requires minimal user intervention e Very easy to configure 2015 DocuData Software Corporation Technical Guide 4 4 2 Installation at the record center At the record center the process EdcRpc exe is the server that handles the XML RPC requests for replication This process may be installed as a service or executed on the command line as a regular Windows process Executing as a regular process By default if it is executed without any command line parameters it will listen on TCP port 11003 and work over the http protocol To run the server on a different port and activate SSL encryption the following should be used Edc
83. rease performance to satisfy their customers and they should set realistic expectations about what performance they can expect for their budget Record centers wanting to use ActiveWeb or rcMobile must realize they will need to invest in the necessary equipment and network configuration Installation Procedures This next section will show you how to install EDC RC from scratch If you already have a working version of EDC RC and just need to update to another version please refer to the section entitled Updating EDC RC 50 in the Technical Guide 2015 DocuData Software Corporation Install Guide 11 2 2 1 Installation Prerequisites INSTALLATION PREREQUISITES ftp docudatasoft com record_center Full e Actian Pervasive Database Software There are three different versions 8 9 and 10 amp engine types Server amp Workgroup of the Pervasive Database that we support Herelsgi le an explanation of the differences between the two engine types and versions of Pervasive After reading thoroughly what the difference is you can then proceed to download the version that is appropriate for you That said we do recommend that you always use the latest version available of Pervasive You can download Pervasive directly from the Pervasive website by following this link http www pervasive com psal es MongoDB MongoDB https www mongodb org ZIP 64 bit latest downloadable e Other Supporting Software LibreOffice https www lib
84. reoffice org latest downloadable PDF Printer Bullzip PDF Printer Free latest downloadable e ActiveWeb Tomcat Web Server and the Java Runtime Environment One component of EDC RC is a Java based web application called ActiveWeb In order to get ActiveWeb running you need to install the Tomcat Web Server and the Java Runtime Environment Here are the links Tomcat https tomcat apache org download 70 cgi Download latest version 7 stable Core Windows Executable binary distribution Java Runtime Environment http java sun com javase downloads index jsp Download latest JRE e Get the serial and box numbers from us If you don t have them already get both the serial and box numbers from us by calling us toll free from within Canada and the USA at 1 866 789 2789 or from anywhere else at 514 789 2789 You can also send your request by email at support docudatasoft com if you prefer Ok now that you have all the required software we can go on to the install process itself 2015 DocuData Software Corporation 12 EDC RC Technical Manual 2 2 2 Installing Pervasive The first step in the install process is to install the Pervasive Database Please refer to the Pervasive documentation pertaining to your version and engine type for installation Note that Pervasive cannot be installed over a remote desktop connection e Actian Pervasive Documentation http www pervasive com database Home Resources Documentation aspx Once
85. right hand side of the window click next to Select instances from list and choose ntdosmgr for the Pervasive Server Engine or w3dbsmgr for the Pervasive Workgroup Engine 8 On the bottom left hand side of the window click next to Select counters from Ier 9 Hold down the Ctrl key while you select the following counters from the available list Handle Count Private Bytes Thread Count Virtual Bytes Virtual Bytes Peak Working Set Working Set Peak O zo Oo CO D 10 Click Add and then Close to return to the previous window 11 Click on the Schedule tab at the top of the current window and make sure that the Start logs and Stop logs options are both set to Manually using the shortcut menu 12 Click Apply 13 If the log folder does not exist you ll be prompted Would you like to create it now Choose Yes 2015 DocuData Software Corporation ER EDC RC Technical Manual 14 Press OK to close the current window 15 Back in the main PERFMON window you should see the new log you just created and configured 16 Right click on the new log and select Start to begin this counter log 17 When you are ready to stop monitoring the current counters you can right click on the log you created and select Stop Viewing an existing Log Setting 1 Click on System Monitor under Console Root in the left window pane of PERFMON 2
86. role manager Users are defined in CATALINA_HOME conf tomeat users xml Included with this release are a host of sample Servlets and JSPs with associated source code extensive documentation including the Servlet 2 4 and JSP 2 0 API JavaDoc and an introductory guide to developing web applications Tomcat mailing lists are available at the Jakarta project web site E L 1 1 E vocal intranet H Note Make sure you configure Tomcat so that external users cannot access anything BUT ActiveWeb Especially you don t want them to be able to see the startup page of Tomcat as seen in the screenshot above Read the Tomcat documentation to understand how to do this 2015 DocuData Software Corporation Install Guide 2 2 9 4 Configuring the EDC RPC Server The ActiveWeb application will communicate with the EDC software using the EDC remote procedure call RPC server This server process is executed using the EdcRpc exe file Executing as a regular process By default if it is executed without any command line parameters it will listen on TCP port 11003 To run the server on a different port the following can be used EdcRpc exe PortNo 14000 The parameters are not case sensitive Executing as a service To install as a service the following command must be used EdcRpc exe install PortNo 14000 CfigFile C EDC Bin Dc cfg By default the name of the servce in the Service Manager is EDC_RPC A different service
87. rporation Technical Guide Database directory ADATA Update directory UPDATE Temporary file directory f ATEMP Direct Serial Printer Label Printer Datamax Prodigy Max ei Port COM Datamax Prodigy Max Printer IP Intermec 3400 IP Port Remote Printer C Windows Printer U7ebra 74MPlus Printer Name ddmtidc01 Wand Port COM Building VH IT Keep Open After Logout wi Ok X Cancel If you thermal printer is connected directly to your server you can choose of the 4 models shown in the list Remote Printer is NOT one of them we ll talk about this next Then you have to choose the COM port on which it is connected to Then just underneath the printer drop down list refer to the 2nd picture up there is an option called High Speed which you can select to make your printer print faster Note that this setting is only available for the printers that support it The best thing to do here is simply to enable it If it s available on your printer you ll see a difference in speed and if it s not then you won t Either way it doesn t harm anything to put it on so just enable it If on the other hand your printer is located on another machine on a network then you have to choose the Remote Printer in the drop down list and enter the printer s IP address amp port number in the appropriate fields like so the high speed option applies the same here 2015 DocuData Software Corporati
88. s running on it that have users connected to For example a web server If you only need to restart the processes of EDC RC in the event that you don t have them installed as services here s the executable names you should be looking for inside the bin folder of your installation e EdcRpc exe e ImgSer32 exe 2015 DocuData Software Corporation 52 EDC RC Technical Manual 7 Test your new update by starting EDC RC and running ActiveWeb That s it Hopefully everything went smooth and well for you and you didn t have any problems However if you did have some problems don t hesitate to contact us straight away by telephone at 1 866 789 2789 for North American customers 514 789 2789 for customers outside North America or by email at suppot docudatasoft com 2015 DocuData Software Corporation Update Guide 53 3 2 Updating ActiveWeb The update method for ActiveWeb is the same as for installing it so please refer to the section Installing ActiveWeb via the Deploy Wizard s earlier in this manual 2015 DocuData Software Corporation EDC RC Technical Manual 3 3 Updating your PDT The update method for the PDT is the same as for installing it so please refer to the section Portable Data Terminal Glas in the Technical Guide 2015 DocuData Software Corporation Update Guide 55 4 Technical Guide This part of the manual aims at giving you some technical information that might be useful to you for underst
89. simple copy amp paste of your installation folder on the medium of your choice 5 Restart your Pervasive and EDC RC services Your back up is now done Restore Steps 1 Make sure no one is using EDC RC 2 Shut down any EDC RC services or processes that may be running 3 Shut down all Pervasive engines Transactional amp Relational 4 Restore copy back your EDC RC installation folder from your backup medium to its original location 5 Restart your Pervasive and EDC RC services Your restore is now complete The next section shows you how to do your backup amp restore when you have no down time 24hours day operations 2015 DocuData Software Corporation Technical Guide 2015 DocuData Software Corporation mu EDC RC Technical Manual 4 13 Command Line Parameters Below is a listing of all command line parameters what they mean and with which executables they belong Unless otherwise noted the command line parameters always have the form parameter value so for example starting the networklogin parameter would be written like networklogin yes Note If you want to know what a particular executable is or what its function is you can refer to the section entitled EDC RC Component Listing h2 later in this guide for an explanation Note Parameters that have a yes or no as their possible values use the default value indicated below if the parameter is not mentioned when starting the executable
90. soft Visio OpenOffice org 2 0 Aas Color Wheel Pro Run hp photosmart HP ScanJet Software y Log Off erickp uw P or e be Note These screenshots were done on a windows 2000 machine If you are running another version of windows it might not be exactly in the same place but it should be close 2 Browse to the System DSN tab and click the Add button You ll then be prompted to choose a driver for your new DSN Choose Pervasive ODBC Engine Interface and click finish like such 2015 DocuData Software Corporation Technical Guide o Create New Data Source Microsoft Paradox Driver db Microsoft Paradox Treiber db Microsoft Text Driver D bt csv Microsoft Text Treiber txt cs Microsoft Visual FoxPro Driver Microsoft Visual FoxPro Treiber Pervasive ODBC Client Interface Pervasive ODBC Engine Interface SQL Server 4 4 4 4 6 B 8 8 2 NOTE If you want to connect to data that is local on the machine your creating the DSN from you always choose the Engine interface You only choose the Client interface when the data is NOT located on your machine 3 Next your presented with a window like this one Pervasive ODBC Engine DSN Setup x Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Options Test Help Database Database Name DI Create Choose a name enter it in the Da
91. status e Boxes e Files e Images Document types are updated from the client to the record center When a customer is replicated the conservation calendar may only be edited by the client using the client software Delivery address are updated from the record center to the client Delivery addresses can only be added or modified by the record center The list status are updated from the record center to the client List status for example indicating a destruction has been completed may only occur at the record center Boxes and files replicate in both directions When a boxes or file changes it s entire content including notes and history is copied to the remote site If the same item is modified on both the client and record center databases during the same session the client changes will have precedence and overwrite the record center changes This is a rare occurrence as replication generally occurs every 15 minutes PreAdd boxes and files may be deleted at both the client and record center sites and the deletion will be synchronized Boxes and files in the in house states are not synchronized with the record center The record center does not store information on in house items Boxes and files are synchronized sequentially based in the histories registered in EDC Here is the list of history activities that provoke a synchronization PreAdd Out Added In OnDispList OnTrans List OnDelList Deleted Destroyed Transf
92. t case you need to specify the sericename to uninstall it as well like so WINNT system32 cmd exe C EDCRC bin gt edcrpc exe install servicename EDCTEST C EDCRC bin gt edcrpe exe uninstall servicename EDCTEST 2015 DocuData Software Corporation Install Guide 2 2 6 Installing MongoDB 1 Download the latest 64 bit MongoDB Production Release install package http www mongodb org downloads Note The 64 bit legacy option is for Windows 2003 amp 2008 servers The normal 64 bit download is for 2012 or 2008 R2 servers 2 Unzip the archive to C mongodb so that when going inside this folder you will see these 4 items a bin folder GNU AGPL 3 0 file README file THIRD PARTY NOTICES file 3 Inside your DocuData EDC RC folder there is a data folder Create a new mongodata folder inside this data folder 4 Inside the C mongodb folder create a folder called log and a file called mongod cfg 5 Inside the mongod cfg enter these lines and save the file dbpath here put the path to your mongodata folder created in step 3 above logpath C mongodb log log txt bind_ip IP address of the EDC server where mongo is installed 6 Install MongoDB as a service by running this command from the command prompt Note You must make sure that User Account Control UAC is not enabled on your Windows account otherwise the service won t install For the RC Software C mongodb bin mongod
93. ta Source Name field and then press the Create button at the bottom of the window You ll then be shown another window like so 2015 DocuData Software Corporation o EDC RC Technical Manual Create Database Choose a name for your database and enter it in the Database Name field The name you choose can only contain alphanumeric characters and start with a letter to be valid otherwise it won t let you create the database Once you chose a name deselect the option Integrity Enforced and then click the Browse button to choose your data folder Browse and choose the data folder of your EDC RC installation like so Browse for Folder PSQL Workgroup Temp You ll then see that path appear in the 2 last fields of the form like so 2015 DocuData Software Corporation Technical Guide Create Database E Database Name TESTDB OK I Integrity Enforced I Bound DDFs created Cancel Btrieve security policy Classic OS authentication and authorization Help Dictionary Location Data File Locations C EDC AC Data Then press OK to close this window You ll then be brought back to the main DSN setup window like so Pervasive ODBC Engine DSN Setup X Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Options Test Help Database Database Name TESTDB DI Then test the connection
94. them available all the time These are the log files of Tomcat needed during troubleshooting sessions of ActiveWeb This concludes the section on troubleshooting 2015 DocuData Software Corporation From the main window of EDC RC you browse to the menu Help gt View Error Log Located in the windows folder For Windows 98 XP and Server2003 C Windows For Windows 2000 C WINNT From the Box and File Maintenance module of EDC RC Maintenance Tab you browse to the menu File gt Replication Log Located in the windows folder For Windows 98 XP and Server2003 C Windows For Windows 2000 C WINNT Located in the windows folder For Windows 98 XP and Server2003 C Windows For Windows 2000 C WINNT These are located in the logs folder of Tomcat which in a standard installation can usually be found in C Program Files Apache Software Foundation Tomcat 5 5 logs EDC RC Technical Manual 2015 DocuData Software Corporation
95. tion module 1 Customer Information File View Find Edit Report Help Edit Ctrl E K fll ll Add Ins Generate web licenses General EDC Client trial license Name Remote access license WEB License Customer K Field Definition Web Searches Active Labels System Salespersol Signing Officer Delivery Tyt Add Default Delivery Address Ordering Notes Invoice Notes Address Delete Invoice Motes Please refer to the EDC RC User s Guide if you need an explanation on how to modify the labels This concludes the section on printing 2015 DocuData Software Corporation Technical Guide oa 4 6 Language Dictionaries and Strings EDC RC s graphical interface language can be changed if desired EDC RC supports 4 languages but only 2 can be used inside an installation at any one time Here is the list of language combinations that can be used English French English Dutch English Spanish Dutch French This section will show you how to install another dictionary combination into EDC RC and also how to update the dictionary with new string definitions Follow the links below for instructions e Changing the dictionary used in EDC RCo e Updating String Definitions in Dictionary 9t Changing the dictionary used in EDC RC Here s the steps required to change the dictionary in EDC RC 1 Obtain the new dictionary file from us by contacting support docudatasoft com 2 Make a backup of the file called string dat locate
96. tware Corporation EDC RC Technical Manual 2 2 8 Other Services Settings and Dependencies Other Services Settings and Dependencies There is a few more settings to set before the EDC RC services are all ready to run in a production environment Also all EDC RC services depend on the Pervasive database service to run So we need to set a Pervasive dependency for every service Here s how we do it 1 You need to add a value in the registry of each EDC RC service You need to browse with regedit exe to HKEY_LOCAL_MACHINE SYSTEM CurrentControlSet Services Once there you just have to find the EDC serice you wish to edit All EDC services start with EDC by default and so it should make it easy to find them 2 Then you have to add a string value with the name DependOnSenice and put the Pervasive service name as the value If you have 2 Pervasive services running Relational amp Transactional use the Pervasive Transactional service name Here s some screenshots that should help you accomplish this task Here s what you should find in the registry before you start editing E EDC_RPC ab Default Security ab DisplayName om 83 ErrorContral et4000 Eventlog G EventSystem E Fastfat LO DI E Adding the value C Dnscache EDC_RPC E Security EFS EL908C et4000 C Eventlog E EventSystem Re Start C Fastfat RE Type Fax lab Depend
97. used to override the user s working directory set in the Authorized User module Rarely used Usually used when docu32 exe remo32 exe 2015 DocuData Software Corporation Technical Guide log file Usage is as batch file or something follows similar importdescfile path to The same operations import file path to log are usually done from file within EDC itself docu32 exe This option is used to remo32 exe emaillog email address number of past days have the EDC error log being automatically example a a com 2 emailed to you So in this example a a com would be emailed the error log from the last 2 days NOT including today docu32 exe Used to automatically remo32 exe import images when the executable is launched This option is usually used in conjunction with the imageimportlog option below but optional imageimportfolder Path to image folder to import The image folder needs to be named according to the import convention Refer to the EDC RC User s Guide for more information on this docu32 exe Path to where you want This option is usually used with the remo32 exe the log file to be created imageimportfolder option above but is optional It defines where the import process will store the log file of the import imageimportlog This option creates remo32 exe EDM user s directories for all users defined in the Authorized Users module This is usually onl
98. vasive SOL E Pervasive SQL GO S Local Client E Engines g supportO1 anonyr E D Databases Properties Client rm Access Communication protocols Pervasive 9 Control Center i Performance tuning i Security ir Application characteristics CH client 16 bit Pervasive 8 Control Center Here s the server settings that you can change The settings will be described from top to bottom as seen in the picture above From Access to Application characteristics Communication protocols e Enable Auto Reconnect On This setting specifies whether you want the client to attempt to auto reconnect during a network outage e Supported protocols TCP only if using TCP of course This setting specifies which protocols are available to the requester when connecting to a server engine If more than one protocol is specified the initial connection time will be slower When the first protocol succeeds that protocol is used for the remainder of the session Performance Tuning e Use cache engine On This setting specifies whether the client cache should be used If this setting is Off then the client caches single records in a relatively small fixed size cache on the client workstation If this setting is On then the client uses the client cache engine if it is loaded in memory If the client cache engine is not loaded this setting has no effect 2015 DocuData So
99. w other important things about Pervasive e f you cannot afford any downtime in the event of a system failure Pervasive Data Exchange offers replication that can offer hot backup Having a slave site can also be used to run reports against without slowing down the main site with large queries e If your business runs 24x7 continuous operations can be used Pervasive also has a backup agent for popular backup software Refer to the Pervasive documentation for setting up continuous operations e Defrag your server and workstation hard disks every 3 6 months for optimum performance Hopefully these extra settings and tips will be of help to you if you ever feel the need to change Pervasive s default settings For more information on Pervasive please read the help manual that comes with your installation 2015 DocuData Software Corporation Technical Guide e 4 1 4 Performance Monitoring Introduction For a majority of users the Pervasive PSQL performs without the supervision of a database administrator or IT staff however there are the occasional users who like to perform checkups or monitor the health of their database and operating system on an as needed or scheduled basis With the Microsoft Performance Monitor PERFMON users are able to quickly monitor the application and detect key areas requiring further examination and tuning to ensure optimal application performance Using this utility it is extremely easy to identify ke
100. y application performance areas and identify the additional tuning or optimization that may be required of the database This white paper focuses on extending the monitoring of the database process for Server NTDBSMGR or Workgroup W3DBSMGR engines in an Microsoft Windows environment For users interested in monitoring the health and performance of the database Pervasive utilizes the Windows PERFMON to keep track of key counters and functions that interoperate between the MicroKernal Database Engine MKDE and the Operating System Regardless of the application access methods Btrieve OLEDB ADO NET ODBC etc all actions are recorded by the MKDE and captured within the PERFMON logs to report reliable and accurate states Counter Configuration In order to properly monitor or troubleshoot your system users are able to conigure the Microsoft PERFMON to record key areas of the Pervasive PSQL Microkernal Engine activity Performance analysis using Microsoft s PERFMON will help you to better understand which areas could be effecting your performance Pervasive recommends monitoring the following items e Handle Count The total number of handles currently open by this process This number is equal to the sum of the handles currently open by each thread in this process e Private Bytes The current size in bytes of memory that this process has allocated that cannot be shared with other processes e Thread Count The nu
101. y used when first setting up the application Rarely used CreateEDMUserFolders No other value required This concludes the section on command line parameters 2015 DocuData Software Corporation ns EDC RC Technical Manual 4 14 Default Port Numbers EDC servers processes have some default ports associated with them You will find this information here ue 2015 DocuData Software Corporation Technical Guide no 4 15 Uninstalling EDC RC Uninstalling EDC RC can have serious consequences for your business if not done properly Therefore we recommend that you DON T attempt an uninstall by yourself Instead give a call to our support team for assistance at 1 877 789 2789 Calling from North America or 1 514 789 2789 Calling from anywhere else in the world 2015 DocuData Software Corporation 120 EDC RC Technical Manual 4 16 EDC RC Component Listing This is a list of applications used by EDC RC to perform specific tasks All these executables are located in the bin folder of your EDC RC installation CUSTWEB EXE This application is now deprecated in favor of our new web application called ActiveWeb DCLOCK32 EXE This application is normally used when one needs to unlock locked sessions A session is usually locked by the system when a computer crashes during an operation and the number of users has been exceeded when a new session is opened This application can also be used to lock access to t

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