User Manual for Document Authority Control
Contents
1. DAC iw SP Setup Attachment Setup Start Printing From Page t W DE x Cancel DAC Overview Introduction To start the process a user must submit a document into the system that would need authorization For this explanation we will be scanning a form that someone would submit if they were returning from a business trip and needed to be reimbursed Because it is a fairly large price for the company to pay it must be authorized before the finance department could reimburse you for the money spent on the flight hotel meals etc DAC Approval Denial Tree At this point in the example we will take the place of Matt in the tree To demonstrate how documents can be approved and denied until they are processed Consider the figure shown below From page 25 Level 2 Adrirdstrators Crary Level 1 Actnuirustrators The user that submitted the current document is Matt Now DAC sends the document to Ruth She can Approve Deny or Add a Comment If she is not sure what Document Ref orm 12 Authority Control Reform To DAC 31 the receipts Matt is trying to be reimbursed for they can use the comments to communicate until everyone understands what is being approved Once Ruth approves the document Gary has the same options as before Let say for some reason after Gary communicates with Ruth through the commenting system and he feels that the receipts are unreasonable he clicks Deny This would then send the doc2. CCStatement that are submitted by the user Demo 45 Now you can log out of the administration panel by clicking the 29 OUt button at the top right of the administration panel When you get back to the main logon screen click Login Windows Account administrator 46 Now you can see the main DAC interface In the middle it has a list of all documents that you have authoritative control over As you can see you have several options that allow you to control the document that was submitted View View Add Serre aes re Ined Inlan iiy Deme ties Approve Deny Delete Lock Unlock CCStatement from Demo Desciption STMTOD0Z M2013 y x saj Submitted 10 13 2008 11 27 00 AM Note Approving the document will send it to the printer you selected earlier during the configuration Document Ref orm 12 Authority Control Reform To DAC 22 The options available allow you to e View a history of approvals and viewings of the document e Add comments that can be viewed by the submitter and other approvers e Approve the document which will then send the document to the next administrators for approval Once all the configured administrators have approved the document it will be sent back to Reform to be processed e Deny the document which will then send the document back to Reform to be processed Your active documents pending list View View Add ee la D Lii vf l inil r fke Gak Cae Approve Deny Delete L
3. we need to assign the user that will have permissions to either approve or deny files posted under this document type Click on your current user name in the left list box and then move the name to the Document Admins section by clicking the Add button Document Admins Available Users a gt z lt Remove Increase Decrease nee ees ee Contral 42 Now you need to give yourself an administrative level It is on this panel where hierarchical levels of administrators can come be configured but for our simple example we only have one person After you have moved your username over the Document Admins list click on your name in the list to select it and then Increase the administration level to 1 Next click the Save Settings button Select Authority Document CStatement Available Users Edit User Contral 43 Next select your username and click the Edit User Control button to bring up the User Control Permissions window Document ReTorm 1 Authority Control Reform To DAC 21 Increase Decrease Edit User Contral 44 Check the box next to the Demo username Click Save Settings to save your permission configuration Then close the User Control Permissions window Then click Save Settings in the Administrator Permissions panel select All Select None save settings The configuration that was just completed will place your username in control of all documents of type
4. 0 50 27 Allowed Windows Microsoft NET Frameworkive 0 507 18 You are finished configuring Internet Information Services 7 The Microsoft NET Framework 3 5 SP1 may be required to be installed on the server ReTorm 1 Authority Control Reform To DAC 44 Troubleshooting Q I receive the error Failed to access IIS metabase in the Device Viewer and or DAC A If this error is received in DAC you need to perform a repair of the NET Framework Go to Start gt Control Panel Open Add Remove Programs Search the list of programs for Microsoft NET Framework 2 0 Select the entry and click the Change button Select Repair and step through the prompts 6 After the Repair completes go to Start gt Run and type iisreset Press OK After IIS is restarted try navigating to http localhost DAC You should no longer receive the error CS Document Reform 2 Authority Control
5. I Run E Portable Media Devices Dy Power Options wA Printers and Faxes Regional and Language Options Sy Scanners and Cameras L Scheduled Tasks Sounds and Audio Devices of Speech A Stored User Names and Passwords All Programs gt 43 System gil Taskbar and Start Menu Log Off shut Down F Windows CardSpace Start 3 G CDi Windows Firewall In Add Remove Programs click the Add Remove Windows Components button T dd Remove Windows Components You will see a list of Windows components that you can install To find Internet Information Services click on Application Server then click the Details button Document Reform 12 Authority Control Reform To DAC 33 Windows Components Wizard xi Windows Components You can add or remove components of Windows To add of remove a component click the checkbox A shaded box means that only part of the component will be installed To see what s included in a component click Details Components Accessories and Utilities Active Directory Services E amp Application Server ad Lertiticate Services 1 8 MB Jee Distributed File Sustem NN MRA gi Description Includes ASP NET Internet Information Services IIS and the Application Server Console Total disk space required 4 0 MB _Detais Space available on disk 124507 1 MB __Detais _ Another window will pop up with sev
6. fabsoft Fabsoft met 32 Navigate to your Reform Backups directory Select the DAC out file Right Click and select Copy Document Reform 2 Authority Control Reform To DAC 18 Backups File Edit View Favorites Tools Help Q sack is i r2 Search Folders B Address C Program Files Reform_Enterprise_v12 Backups Name Size Type C ScanToReform File Folder E Check out 3KE OUT File fal Letter ost LKB OUT File fr 17 KB OUT File Open 6KE OUT File Send To ut Create Shortcut Delete Rename Properties 33 Navigate to your Reform Spooler directory Right Click on the white background of the window and select Paste Pasting the data stream to this folder simulates printing from Windows AS400 Unix etc i Spooler Fie Edit wiew Favorites Tools Help pack gt a p2 Search Folders Size Type 1KB LCT File Arrange Icons By j Refresh Customize This Folder Paste Shortcut Pe F Properties a When the Spooler Application begins processing the file you will notice the file name change to something similar to the image below DACIDAC out VXMSVM 34 After the document is processed by the Spooler your next step is to set permissions in the DAC interface that will allow us to moderate the document we sent from the user demo 35 Open DAC by opening an Internet Explorer window and navigating to http localhost DAC on the Reform
7. 6 THe DAC USER Cia C e ceiien an E A 28 internet Explorer and PODUDS vesccxrcscsecasasenvncutecaceuinawancoahsatenneeereaauanaeiisnansnveiaeannasebactens 28 Reform DAC Send To SCript ccccecccseceeceseeseeesecseceseeeeeeeceseeeeeseeeeeseeeseteeseeeeeeeeees 29 ETON DAC FOI neir A a E 29 DAC OVEIVIOW aerer rr A A oteuosauadvnnaubenaneae aetuons 30 ATO CUC ON sarerea trata E N E EN A EEE AE EE OE 30 DAC Approval Denial Tree cccccccccccccecccccseceseecseeeeecseceusceseuseceseueceseueeeeeseceeagscss 30 Processing the OCU VC NG asecsacusscndncaavendonsneusbasnascatneoasssdocaasnueesteasnancesdauenetmiacsnsonseaeeeatt 31 MaintendNCE eiseressen EEEE EE TS 31 Installing Configuring Internet Information Services IS 2003 sseeseeseeerrsn 32 Configuring Internet Information Services lS 7 cccceecceeccseceeseceseceseceseeeeeeseetenseeees 40 OUST OIE ersrnisirsrnrenrrirr E nere EN EEA DEE E NEEE NEE EE ENT 44 Document Reform 2 Authority Control Reform To DAC 3 What is Document Authority Control FabSoft s Document Authority Control DAC provides business process automation that enables organizations to achieve complete management and control over their operations There are many cases where documents need to be reviewed and authorized by certain individuals or departments of an organization Document Authority Control simplifies this process by intelligently and automatically routing documents to the required reci
8. Reform To Document Authority Control DAC 10 30 2009 Reform12 Document Authority Control E and ga kE gnh E a E ga u aam g l ee mmm Reform 2 Authority Control Reform To DAC 2 Table of Contents What is Document Authority CONntrol cc ccccceccseccsecseccseceecceceseeeeceseeeeceseeeeceeeeeeeaeeeees 3 Benefits of Using Document Authority COntrol cccceccecccsecseeceeeeeeeeeceseeeeeseeeeeeeeeeees 3 SY SECM CCI CIVGIIL S srera r eN EAE 3 Ha ardwatre Reg irementS saci swsscuideunsnsieasneatsnndenantietsaesteusbensteancentsnieaiaetaceasanspentodinweanesdeends 4 MSC ATION sisecsensecacosmane dances EEA E A OE E O ieee 5 Pl gin Registration and LICensing sccsiccenewean sca cccsnnsannaetecauonedesssandvensaneseacauenebacvedneereeeneeses 5 Sending your First Document to DAC sssessssessesersessesersesersresersesrrserseserseeseesesesersesersee 6 Using and Setting Up DAC sorrssiiarnarreinisesridarereoenkiod eaaa aieeaa 23 DA COVVE W a A A E EE E E 23 OE IVE INTO DAC serer rera ons suraeuacsesaeasecmnnnunsea sani neranoneraynerauniaseaadanceimeusanenanes 23 Adding Users and Document TYPGS cceccceecseccsecseccseceeceseeeneeeuceseeeeceseeeceseeeseeeeeees 24 Setting DAG Administrators va cecssie seas gocexenesevatacewacnuinsatroncetstecaceaauanssaneniveeseundacseeeniacssbuetiens 24 Setting Administrator PErMiSSiONns cccccssccseccsececcseceecseccseceuccseeeeceseeeeceeueeeeeeeeees 2
9. SP NET is being used Document Reform Authority Control Reform To DAC 38 On the left pane expand the tree view Web Sites gt Default Web Site Right click on DAC and select Properties r Internet Information Services 115 Manager Ty File Action View Window Help e am x Eae ema internet Information Services E 410 TESTSYS2 local computer Fl Application Pools Fl web Sites fil Default web Site L admin i bin I dac L DACJobs Explore Open Permissions Browse Mew b All Tasks r VIEW a New Window From Here Delete Refresh Export List In the Properties window go to the ASP NET tab and change the ASP NET version to 2 0 Click OK to close the Properties window and you can now close the IIS Manager DAC Properties Ed Ed Virtual Directory Documents Directory Security HTTP Headers Custom Errors ASP NET ASP NET version Virtual path File location C Program Files Reform_Enterprise_v12 Plugi File creation date e s0j2008 12 04 18PM_ File last modified 6 30 2008 12 04 18PM Edit Configuration To check that Internet Information Services is now properly configured try opening an Internet Explorer window and opening DAC by navigating to http localhost DAC on the Reform Server Document Reform Authority Control Reform To DAC 39 If you are presented with the main login screen you have correctly configured IIS to prope
10. Server Document Reform 2 Authority Control Reform To DAC 19 a If it asks you for login credentials enter the account information of which you are currently logged on to Windows under 36 Click Login Windows Account administrator 37 Now you can log out of the administration panel by clicking the L249 OUt button at the top right of the webpage Note This Login and Log Out is required to enter your name into the system The permissions can now be configured for your username 38 Now to log in as the DAC system administrator Click the Logging On As an Administrator link to show the login dialog on the bottom of the screen Enter these administrative credentials User Name admin Password password System Administrator User name password Change Administrator Password 39 Press Login Once you have logged in click on the Administrator Permissions tab ative options Administrator Permissions 40 On this tab you can set permissions for the different users of DAC The permissions are specific to each document type As many document types can be created as you would like on the Document Types tab in DAC but for our example we will use only the one that we created earlier on in the tutorial which is named CCStatement Select the CCStatement entry in the document type list o lect Authority Document CCstatement RetTorm 1 Authority Control Reform To DAC 20 41 Now
11. Sustem MR fi Description Includes ASP NET Internet Information Services IIS and the Application Server Console Total disk space required 12 2 MB Space available on disk 124490 1 MB lt Back Cancel Help The installation will now begin After a few seconds a prompt will appear asking you to choose the location of the files on the CD DVD Click on the Browse button to bring up an open file dialog Copy Error x X Setup cannot copy the file convlog exe Retry Cancel it Ensure that the disk labeled Service Pack 2 CD ROM is in the dive selected below or provide the location where the file can be found Copy files from Browse Locate File a Ea Look in 6 1386 o 2 eam gt My Recent Documents Desktop O My Documents 2 My Computer J 3 Floppy 4 Local Disk C 4 EN_0S_29339 4 D English G WindowsS erver2003R 2withSP2 O Enterprise 32bit 1386 My Network Places My Recent Documents Desktop D My Documents My Computer L S TO File name CONVLOG EX_ Places Files of type convlog exe convlog ex_ Cancel As A On the Service Pack 2 DVD the file you need to locate can be found in D English WindowsServer2003R2withSP2 Enterprise 32bit i386 CONVLOG EX_ Document Reform12 Authority Control Reform To DAC 35 Copy Error x X Setup cannot copy the file convlog exe Ensure that the disk labeled Servi
12. Te Microsoft MET Framework 1 1 wizards A Network Load Balancing Manager ie Performance Remote Desktops E Routing and Remote Access All Programs iy Services Expand the tree view on the left panel under SystemName gt Application Pools Right click DefaultAppPool and select Properties Document Reform 2 Authority Control Reform To DAC 36 Ty File Action wiew Window Help e M B 2 m g gt m Computer SS TESTSYS2 local computer Peer rere tree re Cette rrr iter reer rere reer e eee entry oe TESTS 4S local computer E Application Pools Egi Default4ppPon Start FJ Web Sites Stop web Service Exter BI Recycle Mew F All Tasks New Window From Here Delete Refresh On the Identity tab select the Predefined option and choose Local System from the drop down menu Click OK to save your changes DefaultAppPool Properties ki E4 Recycling Performance Health Identity Application pool identity Select a security account for this application pool Predefined Local System Network Service Configurable ocal Service ocal System LU gt User name Password eecceeseoce Cancel Apply Help On the left pane in the IIS Manager click on Web Service Extensions We need to allow the following extensions e All Unknown ISAPI Extensions e Active Server Pages e ASP NET v2 0 50727 e Server Side Includes Document Retorm 12 Authority Con
13. at is needed In this example User 5 is unique because the documents they submit can be approved by the Level 1 Administrator from either Department B or C These options allow the system to be completely customizable to the user s needs For this example a User would submit a document to be approved The Level 1 Administrators for that user then has several options They could Approve Deny or View the document They could also add comments to the document in order to communicate with the user or administrator that submitted or approved it Once the Level 1 has approved it the document is pushed up the ladder to the Level 2 Administrator The Level 2 Administrator can either approve deny etc The document would then be passed on to the Level 3 Administrator Once the top of the hierarchy is reached the document has completed the steps required and is processed accordingly Logging into DAC DAC uses your Windows User Name to log you onto the system All that the users must do to login is click Login If you are a system administrator and need to edit permissions clicking on Logging on as Administrator will display the lower half of the login screen This portion allows you to enter the system administrator User Name and Password Document Reform 2 Authority Control Reform To DAC 24 Fapsorr enert Windows Account chris Login Logging on as Administrator System Administrator Leer Hame Passwo
14. ater amounts of memory will increase the amount of information and data that Reform can process thus improving overall system throughput For load balancing or failover multiple servers can also be used Note A license for Reform and each plug in is required for each server running the software Before obtaining the server that you plan on utilizing for Reform please check the plug ins user manuals for System Requirements as well as they may require additional hardware For production systems we also recommend redundant hard drives utilizing the mirroring features of RAID Redundant Array of Independent Disks to minimize data loss and expedite system recovery in the event of a hardware failure Battery backups are also suggested to maintain system uptime and reliability in case of power failures Document Reform 2 Authority Control Reform To DAC 5 Installation To install Document Authority Control start by downloading and running the DAC installer Note if you are running DAC on Windows Server 2003 please see the Installing Configuring Internet Information Services IIS 2003 section of this manual before continuing If you are running DAC on Windows Server 2008 please see the Configuring Internet Information Services IIS 7 section of this manual before continuing gt dac exe If SQL Server Express is not installed on your system it will be automatically installed This typically takes between 10 20 minutes between
15. ble check that the correct files are selected and then click Finish Input Setup DAC Demo Form and TextFile to be used in the Workflow Please enter the form name and textile name or browse for them ia Previous Finish 15 You will also be prompted to add a page break field to the forms At this point we want to select No 16 Next we want to add a DAC Process to our workflow We use the same drag and drop procedure as with the Form and File see step 9 Take your mouse and drag the DAC object from under Process onto the workflow somewhere below your Input Once you release your mouse you will be prompted to describe DAC Type DAC in the box and then click Finish Reform Setup DAC 1 Please enter a description for DAC 1 Description DAC Reform 12 Authority Control Reform To DAC 12 17 Once you click Finish you are taken back to your workflow DAC will have a Red Caption because it is not yet configured To configure DAC you must first connect the Form and File object titled DAC Demo To do so first select the Add Connector button from the menu bar Next drag your mouse from the small x underneath DAC Demo to the small x above DAC as pictured below When the connection is complete the connecter will turn black if red connection has not been made correctly try again and the DAC Demo caption will turn green 18 You will be prompted to confi
16. bsolete files database entries should be deleted according to your needs and file retention specifications It is recommended to monitor the following directories and SQL tables for growth Directories C Program Files Reform Backups C Program Files Reform Spooler lmageQueue C Program Files Reform Plugins DAC Website DACJobs C Program Files Reform Plugins DAC Website DACJobs ImageQueue SQL Tables DAC Comments DAC Documents Document Reform 2 Authority Control Reform To DAC 32 DAC History Installing Configuring Internet Information Services IIS 2003 Internet Information Services is required to operate Document Authority Control This section will walk you through how to install IIS 2003 as well as configuring the installation to ensure proper DAC functionality This installation will require the Windows 2003 Service Pack 2 CD DVD to be inserted Go to Start gt Control Panel gt Add Remove Programs Accessibility Options SE Add Hardware io Add or Remove Programs 4g Administrative Tools Automatic Updates Date and Time A Display Zi Folder Options Administrator f Manage Your Server Pr My Computer TE Command Prompt E Control Panel E Fonts T Game Controllers s4 aia Administrative Tools gt 2 Semel Orians N itii Printers and Faxes Sa Keyboard oF Licensing ea Notepad Help and Support i Mouse 7 Network Connections sear o Phone and Modem Options
17. ce Pack 2 CD ROM is In the dive selected below or provide the location where the file can be found Cancel Copy files from D AEnglish WindowsS erver2z003R2withSPeyEnter Browse After you select the file click OK to close the open file dialog then click Retry in the Copy Error prompt The installation will resume After the installation is complete you can close out of Add Remove Programs At this point you should install DAC and then return back to this section afterwards for configuring Internet Information Services to allow DAC to function properly After you have installed Document Authority Control We are going to change some IIS settings that will allow DAC to run in a Windows 2003 environment Go to Start gt Administrative Tools gt Internet Information Services IIS H Manage Tour Server EF my LOMpUCcer fe Certification Authority e Control Panel Gey Cluster Administrator le Command Prompt sa GS Component Services e Administrative Tools m Computer Management Eai bA Windows Explorer Printers and Faxes 4 Configure Your Server Wizard a e a ooo Data Sources ODBC E Notepad 2 Help and Support als Distributed File System za Ja Ewent viewer ie i 19 Search a E fim e centisareon ae E Internet Information Services ITS Manager L Runa q Licensing Spooler Eg Local Security Policy Manage Your Server TE Microsoft MET Framework 1 1 Configuration
18. ck OK Completed configuring the workflow DAC Demo sends the data to DAC DAC sends the data to Printer 1 Cancel ReTorm 12 Authority Control Reform To DAC 17 29 Your approved form has been created with the name CCStatement Approved FOM in your forms folder This is the form that DAC will use once approved A backup of your original DAC FOM form has been copied up to the Workflow Designer Original Forms folder in forms directory Any permanent form changes should be made to this original form as it is used throughout the form configuration process as a template If changes are made to this template you will have to execute your workflow again to see the changes in the forms 30 You can save your workflow by going to File gt Save but it is not required You can now close the Workflow Designer 31 The Spooler Application must now be started by clicking Start gt Programs gt Reform Spooler Once it is open press the Start button It should now Say Start in the lower left corner a Ifit was already running it will need to be stopped and restarted so that it recognizes the new forms that were created by the wizard ali Reform 2 Spooler Monitor Unregistered Version File Action Log Help OO Ze Forms Process Results Form Name Description B ccStatement Approved CCStatementDocuments to be s DAC DAC Documents to be approved b Service Account
19. downloading the application and installing it If the Microsoft NET Framework 2 0 is not already installed on your system it will be automatically downloaded and installed DAC InstallAware Wizard Installing DAC Requiremen ts The program requirements are being configured AG Please wait while the Install4ware Wizard installs DAC requirements This may take several minutes Status Downloading Web Media Microso ft SQL Server Express 2005 with Service Pack 2 103 635 412 bytes received 45 complete Step through the prompts accept the License Agreement and the installation will begin Allow the installation to finish and then continue onto the next section Plugin Registration and Licensing When evaluating Reform 12 the plugins will also be in an evaluation mode for that period of time Once Reform has been purchased and licensed the required plugins must also be licensed in order to continue functioning correctly Please see the Reform 12 Licensing and Registration section of the Reform 12 User Manual for more information on how to license Reform 12 Plug ins After the license is entered the Reform Spooler will need to be restarted to refresh the licenses More information regarding the Reform Spooler Service can be found in the Reform 12 User Manual Document Ref orm 12 Authority Control Reform To DAC 6 Sending your First Document to DAC In this example we are going to be creating a ne
20. eral components you can install We need to install Internet Information Services so check the entry for IIS You will notice that Enable network COM access will be selected this is normal Click the OK button Application Server To add of remove a component click the check box 4 shaded box means that only part of the component will be installed To see what s included in a component click Details Subcomponents of Application Server O ha Application Serer Console O Ay ASP NET 0 0 MB g Enable network COM access 0 0 ME FA Enable network OTC access 0 0 ME ation Services S 27 4 MB 70MB maf Message Queuing El Description IS Includes Web FTF SMTP and NNTP support along with support for FrontPage Server Extensions and Active Server Pages ASP Total disk space required 14 7 ME Details Space available on disk 124507 1 MB a Click the Next button to begin the installation process Document ReTtorm 12 Authority Control Reform To DAC 34 Windows Components Wizard E4 Windows Components You can add or remove components of Windows To add or remove a component click the checkbox A shaded box means that only part of the component will be installed To see what s included in a component click Details Components wv Accessories and Utilities O amp Active Directory Services amp Application Server 34 4 MB O A Certificate Services 1 8 MB A eA Distributed File
21. gure DAC upon completing the connection Click Yes If you click No you can also double click on the DAC object or rightclick on the object and select Configuration to continue the configuration at a later time This will bring up the following window asking for the Document Type Type CCStatement in the provided field and click Next DAC Wizard Please enter a static value for DAC Document Iype Static ccstate ment Cancel 19 Enter Demo as the Submitter s UserName Click Next Document Reform 2 Authority Control Reform To DAC 13 DAC Wizard Please enter or select a value for Sudantier s UserName To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Dynamic Click here to select variable dynamic information Cancel 20 For the Description we would like to choose variable data from the data stream To do so we first must click the Click here to select variable information button DAC Wizard Please enter or select a value for Description To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Dynamic Click here to select variable dynamic information Note After doing so we see that a list will appear with the different fields that you can choose for your variable data If yo
22. he correct document type The one shown here is Sales Receipt Then by selecting the users on the left side and clicking the ADD button the selected user will appear in the Document Admins list with a O next to their name Using the Increase and Decrease buttons you can change the selected user s level until it is correct The lowest level administrator is 1 Select Authority Document Sales Receipt X Available Users Document Admins Gary 2 John Mike 1 Matt Ruth 1 lt Remove __Increase Decrease Edit User Control Save Settings The user s current level is shown next to their username under Document Admins Example Gary 2 Gary is a Level 2 Administrator This process would be repeated until all the administrators are at the correct level Once the process is complete click Save Settings At this point in this example we have the levels structured similar to the following Reform Authority Control Reform To DAC 26 Setting Administrator Permissions Now that the Levels have been correctly created we must give administrators permission to approve specific user s documents By doing this we can break down the hierarchy into departments or groups of users By clicking on the Edit User Control button shown previously you can edit the selected user s settings The window below will appear Ip DAC Administrators R OFT set User Control User C
23. ity Control DAC Plugin e FSMonitorDataSource ODBC connection installed and set up automatically in the Reform 12 installation e Internet Information Services IIS 5 0 or newer installed e For Evaluation and Demonstration Windows XP Windows 2003 Server Windows Vista Windows 7 or Windows 2008 Server 64 Bit Operating Systems are Supported Document Reform 2 Authority Control Reform To DAC 4 e For Production Systems Windows 2003 Server or Windows 2008 Server 64 Bit Operating Systems are Supported e Microsoft SQL Server SQL Server Express will be automatically installed by the DAC installer if it is not present on the current system e Microsoft NET Framework 2 0 installed automatically if not present on the current system All required Reform software downloads can be found at www fabsoft com gt gt Downloads section Hardware Requirements e Production System Recommendation These suggestions are only estimations High load environments may require multiple servers or additional hardware 1 Pentium 4 Processor 4 GB RAM HDD Space 100 GB Redundancy recommended Battery Backup UPS Dedicated server no other software products except for virus and security programs ee E e Minimum System Requirements for demonstration purposes only 1 Pentium 4 Processor 2 2GBRAM 3 HDD Space 30 GB Hardware specifications depend greatly on the workload and throughput that is required Higher end processors and gre
24. lar to the one shown below Faelor Document Authority Control isss viene Fein Core Yoo are merri yian your doce piriy ary Pie Your achywe documonts pending list Gocumont Tye n yd Al Hats ane l a a F Epp hear Rpa Beret frorn m rri rarr mme mr hja epee eee E H w a ial a 7 eT oe Sales farm fom parc 7 Gen Oplions Darme Bee eee bo EH i ms a s amet DOO LLL j Eart ira akin Pattee Irom tiarch Bae Hirmer r i s zx a Es Ceres fe ore i ee Lii ar ee julie a Saag Cee iy Pages 1 Senarching On the left side this figure shows three sales receipts submitted by the user marci on the date 5 28 2008 It also shows the description as Sales information for order HHHHHH In the upper left corner you can see the user logged in is chrisl2007 If the user were to move the mouse cursor over the blue text Sales Receipts from marci a small window will appear over the text with a screenshot of the TIF image that was submitted so they can see exactly what it looks like The right side shows the options currently available to the logged in user This particular user has full administrative privileges with documents submitted by marci Approving it would send the file to the administrator of the next level while denying it would send it back to the person who approved or submitted it below the current user At the bottom left of the user screen in DAC Documen
25. lso used to move the spooler file and TIF image into the FSMonitor DACJobs directory so that DAC can process them Reform DAC Forms When the document is submitted to the system it opens the corresponding form This form would simply have the submitted image and it would use DAC as the Transport Type in the Page Setup options as shown below By setting DAC as the Transport Type this allows the DAC fbs script to be executed after the page is finished processing The script would then move the files into the correct directory to be processed as well as add the information to the database There are also three fields that are required to be used in the form LoginName DACDescription and DACFormType The LoginName is the name of the user submitting the file to DAC The DACDescription is a short summary of what the file is DACFormType tells DAC what kind of document the file is so that it can determine the administrators and permissions for the file based on the type Document Ref orm 12 Authority Control Reform To DAC 30 Page Setup Printer Paper Information Inches Paper Sze 6 50 11 00 Codate 0 Orientation Portrat Duplex i Copies I Coo z Em Tray Auto Select Quality 600 Form Information inches Paper Dimensions Orientation New gins Width 3 5 te a portrai Top 0 5 Bottom 0 5 Height 11 0 OlLlandscape Left 0 5 Right 0 5 Print To Send To Transport Type j
26. n x Reread Library lH Save Save S hii Setup Work Flow Exit hta Process Output x 7 Select Document Automation and click Ok New Workflow Available Workflows Document Automaton Document Restrictons 8 You will now notice that your Inputs Processes and Outputs have been populated by the various plug ins you have installed DAC being one of the Processes ReTorm 12 Authority Control Reform To DAC 8 UH amp A o ak Add Side Connector 28 Add Connector W Execute General A FPA Comment Input 2 Form and File ei i T From MOST eat aS 2 Process Qf pac ETT TagDoc Output x x Email se Printer 9 Wecan now start adding the necessary components to the workflow First drag and drop a Form and File object onto the workflow by clicking and holding your mouse on Form and File and then moving your mouse over to the workflow and releasing the mouse button Form and File 1 E ma E k Process ef DAC You will be prompted with the following dialog RetTorm 1 Authority Control Reform To DAC 9 Reform Setup Form and File 1 Please enter a description for Form and File 1 Cancel 10 Enter a description for the object you just added This is done by typing in the 11 12 provided box Type DAC Demo and click Finish This will take you back to your workflow Now we are ready to config
27. n and click OK 9 Click OK in the Edit Application window to save your changes and close the window 10 Double click Authentication in the central pane D 11 Enable ASP NET Impersonation and Windows Authentication To enable an option right click on the item in the list and click Enable 12 Click on DAC DeviceViewer in the Connections pane again to display the configuration categories in the central pane Double click HTTP Response Headers er HTTP Response Headers Reform Authority Control Reform To DAC 42 13 Click Set Common Headers on the Actions pane Add Sek Common Headers 14 Check the Expire Web content option and set it to 30 days Click OK to save your changes Set Common HTTP Response Headers Ei W Enable HTTP keep alive e Expire Web content Immediately fc After 30 Dayts On fin Coordinated Universal Time UTOY Thursday November 27 2008 12 00 00 AM ea 15 In the left pane select your computer D F Se 5445 F50G1 5445 F5061 Administrator p ye Application Pools Sites fh re_2 Ce bite me 16 Double click ISAPI and CGI Restrictions SH I5AFI and CGI Restrictions 17 Allow the following items in the list e Active Server Pages e ASP NET v2 0 50727 Reform12 Authority Control Reform To DAC 43 Group by No Grouping Description Active Server Pages Allowed Ci Windows systems inetsry asp dll ASP MET v2
28. ock Unlock CCStatement from Demo Desciptom STMT O003 002013 a i Submitted 10 14 2008 11 27 00 AM Once the document has been approved by the highest level administrator DAC automatically makes copies of the files and puts them into the Spooler directory When this is done the end of the file name will have the text Approved appended to it so that the correct form is applied to the file The file generated for this sample is named CCStatement Approved Once this file is generated it can be set to print email archive etc all by modifying the Approved form or configuring it through the Workflow Designer Document Ref orm 12 Authority Control Reform To DAC 23 Using and Setting Up DAC DAC Overview In general DAC is a hierarchy of users and administrators The number of Users Administrators and Levels in the system is infinite and the number of possible hierarchies is unlimited A hierarchy can be created for each document type allowing it to be extremely customizable Level 2 Administrator Department A Department B Level Level 1 Level 1 Administrator Administrator Administrator Fi i The figure above is just one example of a hierarchy that could be used This shows that it is possible to keep different departments from viewing each other s documents It is also possible to have any of the Level 1 Administrators be allowed to view the documents from any department depending on wh
29. ontrol Permission For For Use With Document Sales Receipt Please check the users that you would like Gary to be able to authorize Sales Receipt documents from Select All Select None S Ei Ei Fd As shown we are accessing the permissions for the user Gary for the Document Type Sales Receipt There is also a list of available users that Gary can be given the rights to approve documents for Here we show that he can approve documents for Mike and Ruth since Gary is a level 2 administrator and Mike Ruth are level 1 administrators He also can approve documents from Chl John and Matt once they are approved by Mike or Ruth Once the desired settings are complete click Save Document Ref orm 12 Authority Control Reform To DAC 27 Settings This process is repeated for Mike and Ruth so that they are able to approve documents for the rest of the users Chl John and Matt For our example we will give Ruth permission to approve documents from Matt and Chl Also Mike will be given permission to approve documents from John Our final hierarchy example is shown below Level 2 Adrmitustrators Document Reform 2 Authority Control Reform To DAC 28 The DAC User Interface To access the DAC interface the user must login to the DAC webpage Once logged in they will need to click on the Document Authority Control link in the upper right hand corner They should then see a screen simi
30. or Printer 1 23 Next you have to make a connection from DAC to Printer 1 To do so first select the Add Connector button from the menu bar and then drag your mouse from Document Reform Authority Control Reform To DAC 15 the small x on DAC to the one on Printer 1 Once the connection is complete the connector will turn black and DAC will turn green pa g 5 Ea js Ht a x Pr inter i 24 You will be prompted to configure Printer 1 Click Yes You can also configure by double clicking on the Printer 1 object To select a printer click the Printer button to retrieve a list of printers Printer 1 Printer 1 Please select a printer name Cancel 25 Select a printer from the list and click OK Available Item Ed Available Items Z ox 3e cancer 26 Verify that the correct printer is selected and click Finish Reform12 Authority Control Reform To DAC 16 27 You have completing configuring your DAC workflow Your 3 objects DAC Demo DAC and Printer 1 should all be green meaning they have been successfully configured and the workflow is ready to be created a DAC Deme H yA E Printer 1 x 28 To make all the appropriate forms and changes the workflow must be executed This is done by clicking the Execute button W Execute on the menu bar After execution you will be notified of the configuration that has taken place Cli
31. pients for review or approval With Document Authority Control users can set rules to determine where documents should be routed based on hierarchy Routing can be configured to occur across specific departments to individuals with similar roles within small work groups etc Specific document types or documents processed by particular users can even establish who the document should be delivered to So a purchase order can be intelligently routed to the finance department or a miscellaneous employee document can be delivered to their particular department manager When documents are routed it can occur at one level at a time with routing to the next level not occurring until approval is received from the previous level similar to a ladder system or it can be performed simultaneously Benefits of Using Document Authority Control e With Document Authority Control organizations can easily manage the flow of their document operations and streamline the distribution of business processes e Document processes can be closely monitored so unauthorized activities are immediately detected and eliminated e Documents are reliably being routed and reviewed by the appropriate people e Routing rules can be assigned to specific users document types departments etc e Increased sharing and access to information improves business productivity and reliability System Requirements e Reform 12 Enterprise or Reform 12 PDC e Document Author
32. rd Login Change Administrator Password The red bordered area shown on the bottom will only appear when a user clicks the Logging on as Administrator link Adding Users and Document Types The first time a new user logs on to the system their name is added to the list of stored names For example if a system administrator needed to give Joe Level 1 administrator privileges Joe would first have to login to have his name added to the list Then the system administrator would be able to give him the necessary permissions Document types work in the same way To have a document type added to the list the user simply has to send a file of that type to DAC DAC will then add it to the list of available Document types allowing a new hierarchy to be created for that type Setting DAC Administrators To set permissions for users and administrators the system administrator must first login as described in the previous section Once logged in they can click on the DAC Permissions tab to access the available settings An example of what you should see is shown below Reformi Authority Control Select Authority Document Increase Decrease Edit User Control Save Settings Shown in this figure you can see the Available Users Document Admins Select Authority Document and several other buttons The first thing to do when creating the hierarchy is to select t
33. rly operate Document Authority Control RetTorm 1 Authority Control Reform To DAC 40 Configuring Internet Information Services IIS 7 This section will walk you through configuring DAC DeviceViewer with IIS 7 ina Windows Server 2008 environment 1 Go to Start gt Administrative Tools gt Internet Information Services IIS Manager 2 Click on Application Pools in the Connections pane ps Start Page F a SAAS BAR EEk F506 1 Administrator Bid Applica als 3 Inthe Application Pools list right click on DAC DeviceViewer and click Advanced Settings MLE l Pou PPS Po al We LOLS Started oi vs Classic MET App Classic E DefaultppPa Add ee p Set Application Pool Defaults Start Stop Recycle Basic Settings Recycling ES Rename xK Remove 4 Set the following Properties NET Framework Version v2 0 b Enable 32 Bit Applications True c Managed Pipeline Mode Classic d Identity Local System 5 Click OK to save your changes 6 Inthe Connections pane expand Sites expand Default Web Site and select DAC DeviceViewer Reform Authority Control Reform To DAC o na Start Page E8 SAAS FSCG1 S445 F5CG1 Administrator E Application Pools 7 Explore Edit Permissions Basic Settings view Virtual Directories 8 Click Connect As Select the option Application User pass through authenticatio
34. t Monitor there are two options that allow you to change settings regarding the way Document Monitor and DAC are run The first link will set which page opens up after a user logs in DAC or Document Monitor The second link will set Document Monitor as your browser s home page Internet Explorer and Popups When adding comments to a document Internet Explorer may tell you that popups have been blocked a aur Document Authority Control F Pop up blocked Also to help protect your security Internet Explorer blocked other content From this site Click here For options Document Reform 2 Authority Control Reform To DAC 29 To fix this problem click on the highlighted bar and go to Pop up Blocked gt Always Allow Pop ups from This Site After refreshing the page you should be able to add comments vanae pee am 7 Po p up Blocked Intranet Settings F Temporarily Allow Pop ups Always Allow Pop ups From This Site Settings More information cument Authority Control Reform DAC Send To Script The DAC fbs script can be found in the SendToScripts folder When this script is executed it first takes all the corresponding information from the file such as Document Form Name Date Time Attachment Submitter s Name Spooler Description TIF image file name and directory DAC fbs uses this information to populate the database with the information to be used with DAC The script is a
35. trol Reform To DAC 37 Internet Information Services 11S Manager Pale Es 9 File Action view Window Help o h ee e mgr wi a Internet Information Services Ege TESTSYS2 local computer F All Unknown CGI Extensions Prohibited A FTP Sites Y All Unknown ISAFI Extensions Prohibited Bi Application Pools aa Active Server Pages Prohibited BJ Web Sites o ASP NET v1 1 4322 Prohibited NEARE lad ASP NET v2 0 50727 Prohibited a e FrontPage Server Extensions z002 Prohibited is Internet Data Connector Prohibited E Internet Printing Prohibited Server Side Includes Prohibited e WebDAV Prohibited 4 Standard EE eee eee Right click each of these entries and click Allow If a warning appears ignore it and click Yes Status Prohibited m IL i I kore e a PTR ORE OT DEP a ASP NET v1 1 4322 Praha lh ASP NET v2 0 50727 er wl Repeat these steps until all 4 of the aforementioned extensions have Allowed status as shown below Web Service Extension All Unknown CGI Extensions Prohibited Y All Unknown ISAPI Extensions Allowed a Active Server Pages Allowed ASP WET vi 4a22 Prohibited a ASP NET v2 0 50727 Allowed a FrontPage Server Extensions z002 Prohibited a Internet Data Connector Frohibited a Internet Printing Prohibited Server Side Includes Allowed le WebDay Prohibited The last thing we have to do is double check that the correct version of A
36. u want to go back to static input mode you can do so by clicking the appropriate button for static information and then you will be able type static information 21 Select the dynamic object StatementNum as the Description to display in DAC You will have to scroll down to see it After selecting it click Finish Document Reformi Authority Control Reform To DAC 14 DAC Wizard Please enter or select a value for Description To use a static value please type it in the box below To use a dynamic value please click the appropriate button below and then select it from the list Static Click here to enter static information Dynamic MonthlyAdver2 For September 2008 purchasing only Contact F MonthlyAdvertl 10 discount on any REFORM Enterprise Pack CtherCharged 0 00 Page page 1 of 1 FostDate 0723 Purchases mount 5 990 00 SpecialBonus 0 StatementDate 12 Aug 2008 Statementhum STMITOOOS 002013 TotalBalance 5 899 07 TransDate OF fee UsedPoint 0 22 You have completed configuring the DAC Process Now we will setup the output of the DAC Process which is where the document will go once approved We want to send our approved document to an available printer First we must drag a Printer object onto the workflow underneath DAC After dragging the Printer you are prompted to describe the object Type Printer 1 in the description and click Finish Reform Setup Printer 1 Please enter a description f
37. ument back to Ruth Ruth would then communicate with Matt where they would make the necessary changes and resubmit it for approval Satisfied with the changes Ruth approves and then Gary approves the document Here we have reached the highest point on the hierarchy so the document is then sent to be processed Processing the Document Once the document has been approved by the highest level administrator DAC automatically makes a copy of the files and puts them into the Spooler directory When it does this at the end of the file name it will add the text Approved so that the correct form is applied to the file DAC also keeps a copy of the file in the FSMonitor DACJobs directory for company records The file name Sales Receipts J434B04GKHPGE fel will be changed to Sales Receipts 4PPROWED U4S4BOAGHHPGE Tel The spooler would immediately recognize the file and apply the appropriate forms At this point the document can be emailed faxed archived printed etc Maintenance There are certain directories and SQL tables that need to be monitored for growth along with the DAC plugin for Reform 12 As a system processes more and more jobs the size of these directories and SQL tables can grow very quickly Overall system performance can be affected by the large amounts of space that the files may take up Also there exists a 4GB database limit if using the Microsoft SQL Server Express 2005 supplied with this installation O
38. ure the DAC form and input file To do so right click on the newly added object and select Configuration or simply double click on it Cm DACIE Edit Caption a Align to Grid Delete Ctrl Del You are now presented with the Input Setup window First we want to select the TextFile or data stream that our form will be using To do so you can simply begin typing in the box or you can browse to find it We want to select the DAC out file Click the small folder icon to bring up a window which will let us choose that file Select the file and click Open Reform Authority Control Browse PR Lookin E Backus OR A E PackingSlip out 9 fn Check out ked Documents E Fax out Letter oudt Desktop fas My Documents gs My Computer a File name Dac out ye l em ee Finish 13 After choosing the text file you are taken back to the Input Setup page so that you can now select a form Click the small folder icon to bring up a window which will let us choose the desired DAC FOM form file Select the FOM file and click Open Look ir E Forms F o g Er ae nn My Recent Documents My Documents May Computer E3 File name My Network Files of type Reform Authority Control Reform To DAC 11 14 Now that you have both your Input Text File and Reform Form selected the setup of Form and File is complete You can quickly dou
39. w form in the Reform Designer and walking through a typical submitting and approving workflow To configure the DAC workflow we will be using the Workflow Designer which is a visually enhanced method of designing a workflow The Workflow Designer will allow us to use the form we are about to create and make the necessary changes to that form and subsequent forms in order to fulfill the DAC workflow First the Reform Designer must be started To open it go to Start gt Programs gt Reform gt Designer 1 For the example we will be creating a new form with an existing template Go to File gt New gt New Select the DAC template and click OK DAC FIM Document Authority Control Credit Statement Form 2 When it asks if you would like to open a text ASCIl file for designing select No 3 Next go to File gt Save to save your form Name it DAC FOM 4 You can now close the Reform Designer since we have our form which we will be using alongside the Workflow Designer to route the document Now that we have our form we can begin to create the desired DAC workflow using the Workflow Designer First the Workflow Designer must be started 5 To open it go to Start gt Programs gt Reform gt Workflow Designer 6 Once open we must go to File gt New Document Reform 2 Authority Control Reform To DAC 7 Reform Workflow Designer File i ction B nen t ag Add Side Connector ake 4dd Connector W Execute Jol Ope
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