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1. WebServer Page 44 FileDirector Installation Guide FileDirector Component Service Not all stored document formats can be displayed in a web browser For those formats not supported WebServer has to process and convert documents in order to display them For this purpose FileDirector Component Service is required The service needs to be installed and started on the server that has WebServer installed Notes It is not sufficient to install FileDirector Component Service on the system The service needs to be started in order to convert files for WebServer Usually the FileDirector Component Service is automatically started after installation and no further configuration is necessary If WebServer uses storage on a network drive additional configuration is necessary In this case FileDirector Component Service needs to be started with a user account which has access to the network drive By default Windows will start a service with the Local System account which has no network privileges and won t be able to access the cache directory WebServer Page 45 FileDirector Installation Guide Installation of Applications General Information FileDirector Client applications can be run in two ways as traditional windows applications or via a web browser Conventional Client installation This can be done from the installation page or by independent software rollout From the FileDirector installation page th
2. Licensing Page 15 FileDirector Installation Guide In order to activate the FileDirector installation open the Configuration Utility on the server FileDirector is installed on Select the Licensee tab and browse to the certificate file fdc location Pressing the Apply button will activate the installation Notes After the licence file has been loaded in the Configuration Utility it is stored in the virtual directory of the FileDirector Server default path linetpub wwwroot filedirector In addition to that a file with the name of the licence and the extension fda is created which is used for VNP licensing Single Server License If you are using multiple single servers for each server a Single Server FileDirector licence must be installed In this model the processes which require additional resources can be configured to run on different servers Additionally you can spread the FileDirector user licenses over the servers The following example shows 3 servers All three allow 10 users each and server 2 has an OCR licence and server 3 has a process management licence The OCR scheduler can be configured to run on Server 2 and the Process Management can run on Server 3 Example Single Server Configuration When the licences are distributed in this way it is not possible for 30 users to connect to a single server 10 users can connect to each of the single servers Licensing Page 16 FileDirecto
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4. The fd server account is used for a specific purpose and cannot be used as a FileDirector user account The account will not exist in the FD groups and will be removed when importing the accounts Name The default name given to this account is fd server although you can change this to another name if required You can also select the domain or local system where the account will be created Password The password for the user account must be specified and confirmed and must be at least 8 characters in length If the password needs to be changed at any time this should be done using the Configuration Utility because the password is stored by FileDirector Configuration Utility Page 27 FileDirector Installation Guide Notes The computer name of the FileDirector Server must not be the same as the name of the FileDirector Server user account Accounts refresh interval minutes If the permissions for imported users and groups are changed this refresh interval is the maximum time taken before FileDirector is updated with the new permissions The default setting is 10 minutes When restarting IIS all updates are applied immediately Create FileDirector accounts When the configuration settings are complete the FileDirector groups and the FileDirector user account are created in the stated domain computer respectively The user fd server is added automatically to the user group of the LOCAL administrators This simpl
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6. AHB Ee 94 Table of Contents Page 10 FileDirector Installation Guide Welcome to FileDirector Overview FileDirector is the complete solution for your document management requirements The capture classification and distribution of documents is fast and efficient and FileDirector as it is based on a modular system allows you to effectively tailor your own solution and as your organisation grows FileDirector can fully adapt to meet the demands The solution delivers fast and reliable capture scanning options through the enhanced connectivity between FileDirector and Canon s DR scanner range as well as support for TWAIN and ISIS scanner drivers It s capability to perform intelligent searches makes for precise and speedy retrieval FileDirector has a host of standard and options features including e Support for 32 or 64 bit operating systems e Microsoft SQL or Oracle database e Disaster Recovery site replication e Zone and Full text OCR Barcode and Forms recognition e Full Audit trail e Life cycle management e Full version control e Microsoft Office integration e MailStore Microsoft Exchange Connector e SharePoint Connector e Codeless Integration e SAP certified Integration e Integrated Process Management e Advanced Scanning tools e Virtual Network Printer e TIFF Image Printer e TWAIN amp ISIS Driver Support e In built Canon Scanner Drivers Welcome to FileDirector Page 11 FileDire
7. Create an Application Pool IIS 7 x To start IIS Manager select Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Expand the nodes on the left hand side of the IIS Manager window open the context menu for Application Pools and select New gt Application Pool Enter a unique and descriptive Application Pool ID Select NET Framework Version NET Framework v4 x and set Managed pipeline mode to Integrated Press Ok create a new Application Pool Any new Application Pool in IIS7 x is equipped with ApplicationPoolldentity by default This is sufficient and does not need to be changed Install FileDirector WebServer After the Application Pool has been created the preparations for the installation of FileDirector WebServer are completed Start the installation file for FileDirector WebServer for your system and follow the instructions on the screen The installation process will need some information about your system If your IIS contains no special configuration install as Default Web Site In this case use the virtual directory FileDirector Web to install WebServer as a subdirectory of the FileDirector server Application Pool should be set to the newly created Application Pool Confirm your selection by clicking on Next to start the installation process As part of the installation a new virtual directory is created in the IIS and the files necessary to run WebServer are copied into this
8. Server and set the synchronisation interval Notes SharePoint document lists and FileDirector document types cannot be linked without a valid FileDirector Server connection Enter a FileDirector Server address at Server URL The language used can be adjusted Select a Language from the drop down list The new language is applied after a program restart FileDirector SharePoint Integration Page 94 FileDirector Installation Guide With Test connection you can specify a user name and password These credentials are used to log on to the FileDirector Server and SharePoint Server Do not use an internal FileDirector account since the SharePoint Server will not accept it Notes On the FileDirector side the user needs sufficient rights to create edit delete and check out documents On the SharePoint side the user needs rights to retrieve document lists create edit delete and check out documents create edit and delete in the database of the SharePoint SQL server With Scheduler interval you set up the timing of the Synchroniser Engine and its update frequency Select the Settings tab There you can set up the connection between SharePoint document lists and FileDirector Cabinets and document types First enter the SharePoint Server URL and click Retrieve All available document lists on the SharePoint Server and their addresses are displayed Select all and Toggle selection relate to the selection of list items With
9. Welcome to FileDireCtor c cccecececececececececececececeneneeeneeens V1 EIERE EENS 11 lege ie E EE 12 XML based data storage and evchange 12 E E E CN LO Supported Operating SVStems siiri eee av ee ele a eee ee see ee ee eee 13 TEE 13 EIDEN 13 Database ciee este ce cece node seas sass E E E es 14 IVC OS OR oo ie torre Ss se tees Sse EE 14 OAC EE 14 LA CCI SING DN VO Serial ell Le 15 Licensing through the Configuration Utility cccccccccccccccceeeseseececeeecseeeeeseeceeeessseeeeeeeeeeeeseeaas 15 Obtaining a Licence using a Site Code 15 Single epes en She ene On he oo ne eee 16 Web Farmi CENS EE 17 Server Configuration sssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 18 genee ge WEE 18 Standard Installation Steps 18 SSE Tele fel al eee S A AES A A A A A E S AE A S EE A E A E E RS S 19 Physical Server Name 19 WINDOWS 2008 With IIS T rrr A T T 19 User Account Control VAC nnn cece cece cece cece came cece seme nese semeseceeemaneoenemaneoenemeneoeneeessewewe 19 E RE 19 NET Framework ft ees ee ENEE EE EE EE 20 FileDirector Server Installation kk ENKEN nn Ql ee UE de 1 E 21 installation LOCAtI ON BEE 21 Everyone or Just me 21 Wa EL EU o E E E A es 21 Scheduler Service 22 IIS Configuration Windows 2009 seenen 20 FileDirector Authentication cccccccccssssssseeecceeeccauaeessecceeecesseueuseeeeeeeessuauasseeeeeesessaueaseeseeeseesaas 23 FileDirector Web Autb
10. and fd user named are required The group with the FileDirector users must be a member of one of these groups To add the users to the cabinet security the groups must be imported using Enterprise Manager During this import process the users are written to the table accounts in the configuration database FDconfig A user will be imported at the time when the user logs in to FileDirector for the first time Example In a company you have the group Secretariat This group has to have access to data in FileDirector and must have specific rights within the cabinet To assign these rights add the group to one of the fd groups e g fd scan and import the group fd scan using Enterprise Manager Once that is done the users and groups are available in Enterprise Manager to set permissions within the cabinet security Notes for the server test Login with password for Windows 2003 If Windows authentication is used under normal circumstances the login window is not displayed If the window is displayed Windows authentication has failed and basic authentication is used instead If the server is tested with http ipaddress filedirector or with http Server Name filedirector and although Windows authentication is used a login window appears the server is possibly installed with the windows option Internet Explorer Enhanced Security Configuration If the server is tested with http Iocalhost filedirector the login is processed withou
11. End all changes are saved and the program is closed With OK you continue to the detailed connection settings for SharePoint document lists Select all SharePoint documents to synchronise and click Edit The next screen allows you to connect SharePoint document lists to a Cabinet and document type The current SharePoint document list name is displayed in the SharePoint section You have to select two fields Select the index field from the document list to store the revision data for Connect Field Notes Without this connection the synchronisation process will fail For Date field select the Create or Change date of a document This date will only be evaluated when the data to be synchronised indicates that a document has been changed in FileDirector as well as in SharePoint In this case the date field will decide which document is used and which document is overwritten Then select a FileDirector Cabinet The list of corresponding document types will be shown Choose a document type Notes A FileDirector document type and a SharePoint document list must be uniquely connected Each synchronised SharePoint document list has to be connected to a different FileDirector document type otherwise the relation is not retraceable FileDirector SharePoint Integration Page 95 FileDirector Installation Guide All visible fields of the SharePoint document list are displayed Next to them are all document type fields available Co
12. FileDirector process Notes Ensure that the field types of SharePoint and the FileDirector index fields match Otherwise the FileDirector server will reject the sent document SharePoint document lists do not contain any keywords Nevertheless you can connect a virtual SharePoint keyword list to a FileDirector index field with keyword list If a document is sent from a folder or an entire folder is sent to FileDirector keywords are created from the folder and subfolder name s Missing keywords are added to the keyword list in FileDirector If Replace SharePoint file is selected the sent SharePoint files are replaced by a link to the document stored in FileDirector You have to enter a FileDirector WebServer address in order to create a valid document link If the option unselected or the FileDirector WebServer address is missing the sent SharePoint files remain unchanged FileDirector SharePoint Integration Page 89 FileDirector Installation Guide Notes The document link encloses the FileDirector WebServer address If the address is changed the FileDirector document can no longer be displayed using this link An address is changed by a new FileDirector WebServer address when the document type of the document is changed or when the identifier of the document is renewed Use Previous and Next to browse through the selected SharePoint document lists Apply to all will copy the current settings to all following SharePoint docum
13. Guide Test database access To check if FileDirector has access to the database a further step is required If database access fails the WinClient and Enterprise Manager cannot establish a connection to the server This test should principally be executed after the installation and upgrade of FileDirector Server While searching for malfunctions and errors this test is helpful if the applications cannot establish a server connection This test ensures that the server is configured and operational Select Get Cabinets enter true into the field Value and then Invoke Even if no cabinets have been created this information will be requested from the database and displayed in an XML page The Installation and configuration of FileDirector Server is complete FileDirector Enterprise Manager can now be installed If an error message appears during these tests the server must be checked again with the points listed previously If the server is not configured and working correctly applications such as Enterprise Manager and WinClient will have problems connecting to the server Manually Create Groups and Account During the configuration of the FileDirector Server the Configuration Utility normally creates the following accounts and groups in the domain Account fd server Password Groups fd admins fd scan fd scan named fd user fd user named This requires that the account used when running the Configuration Utility is a dom
14. SQL server Register Cabinet in FileDirector If the database is connected in the SQL Server it can then be registered to the target FileDirector Server Open FileDirector Enterprise Manager and right click on Cabinets Select properties and the database can then be registered as a Cabinet Database Update If the cabinet was created using an earlier version of FileDirector and is then moved to a newer version a database update must be performed This can be done within Cabinet properties Configure rights of new cabinet In the previous environment network other users might have been assigned to the cabinet or even the administrator might be from a different domain It is possible that there are no rights on the cabinet even under administrator account of the new environment Open the cabinet database in SQL Management Studio and right click on the table Cabrights and select Edit Top 200 rows The Group fd admins is displayed This group was created in the old environment and is listed as Domain name fd admins H necessary rename the domain name to the new domain name After this change the administrator account of the new system is accepted for this cabinet Notes Rights cannot be granted directly in the database If all records are deleted from the table CabRights in SQL Enterprise Manager the current user who must be in the group fd admins is automatically added to this list with full rights once a cabinet is reregistered with F
15. Server is a SQL Express Version enter the name of the instance of SQL Server SQLServerName InstanceName Default instance server name SQLEXPRESS Configuration Utility Page 28 FileDirector Installation Guide Define In the drop down list in Server type whether Microsoft SQL Server or Oracle database is used Notes for Oracle as server type For the configuration of an Oracle Database a Tablespace must be set up manually in the Oracle Database for FileDirector In Oracle Enterprise Manager select Storage Tablespaces and create a Tablespace called FileDirector Set an appropriate tablespace size as the size of the standard tablespace is only 5MB Further the Oracle Data Provider for NET must be installed on the server FileDirector is installed on The name of the connection setting must be the same as the service name of the Oracle Servers Full text The full text option for the database is installed automatically during the standard installation of Oracle If the installation of the Oracle component is done after the installation of FileDirector an update of the cabinets via the Enterprise Manager must be performed in order for an index in the FD images table for the full text to be set Authentication Connection with windows account For the connection between SQL Server and FileDirector you can choose between integrated Windows authentication and usage of a special SQL user account The integrated windo
16. Specific settings may have be copied from the old to the new web config There should be no other file in the server directory that has the extension config so as to ensure the correct configuration file is loaded Configure lt identity impersonate false gt Change this entry in the web config to false if the value is still on true from a previous version If identity impersonate false in the file Web config is set the authentication information of the basic processes is used This setting is important to avoid problems during the log in General Administration Page 65 FileDirector Installation Guide Stored Domain name lt add key FDServerDomain value Domain name gt Name of the domain If the installation should be performed for a domain and the name of a local machine is listed the ConfigUtility was started with a local log in Number of search results lt add key SQLMaxDocsInHitlist value 1000 gt This entry limits the number of search results returned to the WinClient If a search operation results in more than 1000 entries only the first 1000 entries are returned to the WinClient This setting can be changed in the Configuration Utility Rename FD groups It may be useful to rename the fd groups In the Configuration Utility the groups can be configured and are saved in the following section lt appSettings gt of the web config file lt add key Accounts FDAdminsGroup value fd admi
17. The WebServer address http myserver filedirector web SharePoint is mandatory As soon as a valid FileDirector WebServer address has been entered the Web Part will display the search page of the FileDirector WebServer The Web Part settings Cabinet ID and Document type ID preselect a Cabinet and document type Both values are optional FileDirector Full text search and Data view The full text search will generate a search request and forwards it to the FileDirector WebServer The result is displayed in the FileDirector data view Two Web Parts are needed FileDirector fulltext search and FileDirector Data view These Web Parts have to be placed on the same web page but not in the same Web Part zone To prepare both Web Parts for interaction a connection has to be established Select Edit gt Connections gt Send FieldProvider to gt FileDirector DataView Notes If the connection is missing the data view displays following error The FD Dataviewer is not connected with a FD fulltext search Web Part After connecting configure the settings of the FileDirector full text search Web Part Select Edit gt Edit Web Part The settings section of the Web Part opens on the right hand side You need to enter the FileDirector WebServer address htto myserver filedirector web SharePoint a Cabinet identifier and the identifier of the document type you want to search in This Web Part doesn t change its size an adjustment is not n
18. alleging that the Software or the use thereof infringes any intellectual property of such third party TERM This agreement is effective upon the installation of FileDirector Server and Client and remains in effect until terminated You may terminate this agreement by destroying the Software and any copy thereof This agreement will also terminate if you fail to comply with any of the terms of this agreement In addition to Spielberg enforcing its legal rights you must then promptly destroy the Software and any copy thereof ACKNOWLEDGEMENT By selecting the Yes accept the agreement option during the software installation process you acknowledge that you have read this agreement understand it and agree to be bound by its terms and conditions You further agree that this agreement is the complete and exclusive statement of agreement between you and Spielberg concerning the subject matter hereof which supersedes any proposals or prior agreements oral or written and any other communication between you and Spielberg relating to the subject matter hereof No amendment to this agreement shall be effective unless signed by a duly authorised representative of Spielberg Should you have any questions concerning this agreement or if you desire to contact Spielberg for any reason please write to your authorised supplier requesting that they pass your correspondence to Spielberg Solutions GmbH FileDirector Installation Guide Table of Contents
19. internal WebServer 10 should be setup For an internal windows log in option Windows authentication can be set in IIS 10 for the application FileDirector Web An Internal WebServer can also be installed on the same server as the FileDirector Server 7 Network Security Page 63 FileDirector Installation Guide Anonymous Log in via Internet A User calls WebServer via http externallP filedirector web and receives a login window The Firewall has only one open port 80 which allows basic authentication In IIS anonymous access is allowed IUSR password On the server 8 a local account fd server must be created in order to control the local cache for WebServer 4 In WebServer this anonymous account is stored in file web config settings carried out with ConfigUtility The user is locally created on the machine where the WebServer is installed Firewall has only one open port 80 which allows basic authentication In the domain the same IUSR is created with the same password as on 3 This account must be member of fd scan FD Server knows IUSR because the account is member of group fd scan In IIS basic authentication for log in of IUSR must be activated For log in of internal clients 8 and 9 windows authentication can be used This must also be activated in IIS on 7 DMZ settings in Enterprise Manager During the transfer of data only specific commands to execute should be allowed To all
20. is a virtual network printer which converts print data sent to it into TIFF files and stores them in a defined location From this directory data can be imported and stored in FileDirector For example accounting software can automatically send the print data during a normal print job to VNP without a user having execute the VNP print Any user can print and store documents manually by printing to VNP VNP is mostly used for outgoing correspondence If forms such as invoices or delivery notes are printed and always have the same structure and appearance then they can be recognised and indexed automatically by the FileDirector forms recognition and OCR Data is directly processed and stored in electronic form There is no loss of quality when compared to scanning scan quality skewing and indexing is more accurate VNP Installation VNP Virtual Network Printer is a device to create image files by printing to a special printer These files can later be collected and then stored and indexed automatically The image files are stored as TIFF files created from print data Setup For VNP installation run the VNPSetup msi which is on the FileDirector CD and follow the installation instructions Directories Choose the path shared path which can be accessed by the users The folders vnplarchive and vnp bin are created The folder in which data is archived from the VNP must be shared for FileDirector to import the data The folder
21. is used to configure the synchronisation process Go to Start Programs FileDirector and start the SharePoint Synchroniser Before configuring the Synchroniser you have to create two fields They are mandatory for the synchronisation process Add a numeric index field to every FileDirector document type that is to be synchronised The SharePoint documents numeric identifier will be stored in that field Add a text index field to every synchronised SharePoint document list Revision data of the connected SharePoint and FileDirector documents will be stored in the field Note Both fields must not be editable by users For the best performance select e SharePoint 2007 Documents gt Settings gt Document Library Settings gt Versioning Settings e SharePoint 2010 menu Library Tools gt Library gt Library Settings gt Versioning settings Browse to the section Require Check Out Switch the option Require documents to be checked out before they can be edited to Yes If this option is set to No the Synchroniser will temporarily change this option during the synchronisation process Start the FileDirector Synchroniser Notes If the following message is displayed Unable to connect to Synchroniser Engine Please check your installation The Synchroniser Engine hasn t been started In this case restart the FileDirector Component Service Select Connection tab Here you can enter the connection to the FileDirector
22. out If the account being used does not have Active Directory administrative privileges the FileDirector user account and user groups will have to be created manually If you are intending to use the FileDirector internal user accounts for authentication you must have administrative privileges for the server that FileDirector is being installed on to Standard Installation Steps Log on using an administrative account Operating System Configuration FileDirector Server Installation Run the FileDirector Configuration Utility Create the IIS application and application pool Create the fd server user account and user groups Connect to Database Server Licence FileDirector o Branding of FileDirector Client Applications 5 Configure the virtual directory in IIS 6 Test the FileDirector Server Ss Sr zz O OOO If the server test is successful the other FileDirector applications and modules can be installed For Cabinet configuration FileDirector Enterprise Manager has to be installed Server Configuration Page 18 FileDirector Installation Guide IIS and NET FileDirector requires the NET Framework Version 4 0 On the server hosting FileDirector IIS must be installed BEFORE the NET framework If this is not done the NET Framework should be removed from the system and reinstalled Just reinstalling the Framework will not work NET can be reregistered from the command prompt Please check the path for the windows version b
23. step is to configure a wildcard application mapping Select the Virtual Directory tab and click on Configuration to edit the application configuration Add a wildcard application mapping by clicking Insert Enter the path to the aspnet_isapi dll file into the Executable text box This file can normally be found in the directory C WINDOWS Microsoft NET Framework v4 0 30319 aspnet_isapi dll Notes If the correct ASP NET version has been selected and saved you can copy the path from the aspx application configuration Please ensure that the correct version v4 x is always referenced In addition the option Verify that file exists has to be deselected If this option is selected the FileDirector WebServer will not be started upon requests and is therefore not accessible The configuration of the FileDirector Webserver s virtual directory is complete Close the Properties window to proceed to the final step Select the node Web Service Extensions and ensure that the web service extension ASP NET v4 x is set to Allowed Otherwise all requests to WebServer are denied by IIS Authentication Settings WebServer offers different authentication methods Forms authentication is used by default after installation Depending on the required form of authentication various authentication methods have to be enabled or disabled for the virtual directory Even if you want to use the default forms authentication for your system please chec
24. that black white pages are converted to grayscale during the print process and a large jpg file is created rather a Tiff For this reason you should switch to force S W mode if large sized formats with colour are printed Only one coloured pixel is enough and the s w mode is not used but coloured mode Customised paper sizes To define paper sizes go to printer configuration Start Settings Printers and Faxes In this window all available printers are listed In the menu File Server properties configurations for the local printers can be set On the tab Forms an existing or new customised form with free size can be configured The maximum size is 137 x 137 cm After saving the configuration this size can be used by all printer drivers which allow customised formats Changed local cache for ImagePrinter The local cache of the WinClient is by default in My documents In special cases this local cache is moved to another folder If you work with the ImagePrinter this needs to run the Index capture mask the pointer to the Office Link in the local cache See section Relocate local cache when server profiles are used If the cache is moved the ImagePrinter must also know where it can be found This is set with an entry in the registry Notes Entries in the registry are only allowed to change by an administrator Before changing anything in the registry a backup needs to be created as these are important system settings
25. the Enterprise Manager does not receive a response from the server in the specified time frame a timeout is displayed If the Enterprise Manager gets a subsequent response it cannot be processed To change the time out period for the Enterprise Manager a value in the file app xml of the Enterprise Manager can be set This file is located in the program path of the Enterprise Manager The following key can be found in app vm with the default setting of 180 lt add key TimeOutSecs value 180 gt WinClient Setup Customer Logo In the WinClient a logo is displayed in the control box This logo can be stored for standard installations and is stored in directory FileDirector Setups FileDirector WinClient as the file custlogo gif If you exchange this file with your own logo file this will be displayed after installation If a logo file is exchanged after installation it must be replaced in the directory Program Files Spielberg Solutions GmbH FileDirector WinClient on the relevant workstation An individual logo for each cabinet can be stored If a logo is stored at cabinet level it takes precedence over the logo selected during installation A logo at Cabinet level is specified in Enterprise Manager See the section about Cabinet configuration in the Administration guide Installation e Select Install for WinClient and execute the installation from here e The initial window will open click Next to continue If you are
26. to which you want to add a FileDirector Web Part Select Site Action gt Edit Page All available Web Part zones are displayed Select Add a Web Part to integrate a Web Part into a zone A list with available Web Part zones is displayed The FileDirector Web Parts are listed in Miscellaneous Select the FileDirector Web Part and click Add FileDirector SharePoint Integration Page 90 FileDirector Installation Guide Notes If the FileDirector Web Parts are not listed under Miscellaneous you need to update the Web Part catalogue manually Go to Site Actions gt Site Settings gt All Site Settings gt Galleries gt Web Parts gt New Select the FileDirector Web Parts and click on Fill Catalog The Web Parts are now available in the Web Part catalogue If the Web Part is not placed correctly you can move it with the mouse Enter all necessary Web Part settings and publish the SharePoint web page Notes Without further adjustments the Web Part will adjust to the Web Part zone size Since the display of documents needs a certain amount of space please adjust the size of the Web Part sufficiently FileDirector Web Viewer The File Director Web Viewer allows users to search and display FileDirector documents The message No search result available is displayed when no FileDirector WebServer address has been entered To do so select Edit Web Part The settings section of the Web Part opens on the right hand side
27. used can be adjusted Select a Language from the drop down list The new language is applied after a program restart If you want to replace sent documents with a document link in SharePoint you can add a WebServer URL This is optional Using Test connection you can test whether the Windows user is a valid FileDirector user and has access to the FileDirector Server Now select the Settings tab Here you set up the connections between SharePoint document lists and FileDirector Cabinets and document types First enter the SharePoint Server URL and click Retrieve All available document lists on the SharePoint Server and their addresses are then displayed Select all and Toggle selection relate to the selection of list items With End all changes are saved and the program is closed With OK you continue to the detailed connection settings for the selected SharePoint document lists Select all SharePoint document lists from which documents will be sent to FileDirector and click OK The next screen allows you to connect SharePoint document lists to a Cabinet and Document Type Select a FileDirector Cabinet The list of corresponding document types is shown Choose a document type and all visible fields of the SharePoint document list are displayed Alongside them are the fields of the selected Document Type When you connect two fields the contents of the SharePoint field will be written into the matching FileDirector field during the Send to
28. 8 Product family Microsoft Windows Server 2012 Product family Microsoft Windows Vista Microsoft Windows 7 Microsoft Windows 8 Notes Windows Vista Windows 7 and Windows 8 are only recommended for evaluation environments Client Microsoft Windows XP Microsoft Windows Vista Microsoft Windows 7 Microsoft Windows 8 Notes Microsoft support for Windows XP ceases in April 2014 It is recommended that installations still using Windows XP are upgraded to Windows 7 or 8 For all listed systems Microsoft Internet Explorer 7 or higher and Microsoft Windows Installer 3 0 or higher is also required OfficeLink supports MS Office versions from 2007 Requirements Page 13 FileDirector Installation Guide Database FileDirector requires a SQL database server The following database systems are supported Where appropriate the latest service packs have to be installed Microsoft SQL Server 2005 Editions SQL Server 2008 Editions SQL Server 2012 Editions Oracle Oracle9i Editions Oracle10g Editions Oracle11g Editions Notes Dedicated database servers will normally result in improved performance Before the installation of FileDirector you must have all database components such as the Oracle database with full text installed as it is required to configure the databases Requirements Page 14 FileDirector Installation Guide Licensing Each FileDirector server in
29. ET Framework 4 0 must be installed This is done through the Server Manager Server Configuration Page 20 FileDirector Installation Guide FileDirector Server Installation The FileDirector Server installation will create a program folder for FileDirector on the selected storage location of the server and installs the necessary applications and files within the folder Installation To start the installation for 32bit server operating systems run FileDirector Server Setup msi from the FileDirector installation CD For 64bit systems run FileDirector Server Setup x64 msi The server installation displays a welcome window After clicking the Next button the Installation Folder screen is displayed After setting the options described below click the Next button to install the server application Installation Location The server application will by default be installed into the Program Files folder of the server This can be changed if a different location is required Everyone or Just me Selecting Everyone or Just me determines if the desktop icon is created for each user in start menu and on his desktop or if they are only installed for the user performing the installation What is installed During the installation a program folder is created in the selected location This folder contains the server application Additionally a sub folder called Setups is created which contains the installation files for the FileDir
30. Example If the local cache is e g in E FD_CACHE In the entry HKEY_LOCAL_MACHINE SOFTWARE FileDirector the new key Image Printer must be created In this new key a new string value redirect must be configured which is linked to the folder OfficeLink Image Printer Page 86 FileDirector Installation Guide Using ImagePrinter Requirement The WinClient must be installed on the workstation and the local cache directory for this printer must be present under My documents FileDirector Office Link The documents printed by Image Printer are initially stored here Print and Index Start the WinClient Open for example Word create a document and print it with Image Printer The ImagePrinter index capture window appears Split documents Using this function it is possible to split up multipage documents After selecting the split document button the multipage document is split into an equivalent number of single page documents For each of these new single page documents created a new capture window opens once the previous one is closed This provides the option to index each page individually The resulting single page files are put onto the local list of WinClient The index fields can be completed Selecting OK will store the documents in the local list of the user In this list the document can further be edited changed and finally be checked in If several documents are printed with image printer the index ca
31. IS for directory Setups e Branding was not carried out also after update e Directory FileDirector Setups does not contain the setup for this application because the server setup was started from a location where no subdirectory Setups was present e The file App xml is write protected because it was copied manually from a CD to directory Setups APP XML or custlogo gif cannot be found A file called App xml is located in each application subdirectory If only the msi file was copied into a directory and started from there it will search for file App xml The installation file should always be started from a complete setup directory of the relevant application The WinClient setup directory must contain the custlogo gif file Web installation of the applications It is possible to install the applications WinClient and Enterprise Manager on the server to enable their use within a browser Internet Explorer 6 or above and the NET Framework 2 0 are required to be installed on the clients Branding Before the installation the branding must be run in the Configuration Utility with the correct URL to the server During installation the setups of applications must be found in the folder inetoub wwwroot filedirector setups Installation of Applications Page 52 FileDirector Installation Guide During the branding the URL of the server is set to the file app xml in the section lt appSettings gt lt add key ServerU
32. RL value http servername filedirector gt Installation of the applications in the IIS After running the correct branding the Installation can be executed First run the normal setup on the server During this process the application e g WinClient is installed in the program path Create a folder WinCweb in the virtual folder of FileDirector C Inetpub wwwroot FileDirector WinCweb All installed files can be copied from the program path C Program Files Spielberg Solutions GmbH FileDirector WinClient in the folder WinCweb Security settings in IIS Under normal circumstances security settings in the Internet Information Server settings are transferred from the virtual folder of FileDirector windows authentication and basic authentication See IIS configuration Add trust To start WinClient on the client machine NET Framework version 2 0 must be installed on the client In addition to that the security settings must be configured so that the client can work with the FileDirector For this purpose a trust must be added Invoke the Installation page http server name filedirector and run the command Add trust to this site to allow execution of browser based applications from the top of the site Run Applications After the WinCweb folder is created and the installation files of the WinClient are copied the client can be started from the installation page http servername filedirector For the WinClient and Enterpri
33. Spielberg Solutions GmbH FileDirector Enterprise amp SBE Installation Guide Version 3 0 Disclaimer Spielberg Solutions GmbH makes no representation or warranties with respect to the contents or use of this document and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose Further Spielberg Solutions GmbH reserves the right to revise this publication and to make changes to its content at any time without obligation to notify any person or entity of such revisions or changes Further Spielberg Solutions GmbH makes no representations or warranties with respect to any FileDirector software and specifically disclaims any express or implied warranties of merchantability or fitness for any particular purpose Further Spielberg Solutions GmbH reserves the right to make changes to any or all parts of FileDirector software at any time without obligation to notify any person or entity of such changes Copyright 2014 Spielberg Solutions GmbH All Rights Reserved No part of this document may be reproduced transmitted or stored in any form or by any means electronic or mechanical for any purpose without the express written permission of Spielberg Solutions GmbH RUSpielberg FileDirector is a registered trademark of Spielberg Solutions GmbH Windows is a registered trademark of Microsoft Corporation in the United States and other countries Other product an
34. This installation sequence can take some time After a default installation the FileDirector SharePoint Connector can be located here C Program files Spielberg Solutions GmbH FileDirector SharePoint Integration A menu entry SharePoint Connector is placed in Start gt Programs gt FileDirector and an icon is created on the desktop Notes The Connector will only be available when logged in using the same account used for the installation FileDirector SharePoint Connector The FileDirector SharePoint Connector is used to configure the Send to FileDirector functionality The program has no influence on the FileDirector Web Parts FileDirector SharePoint Integration Page 88 FileDirector Installation Guide Open Start gt Programs gt FileDirector and start the SharePoint Connector Select the Connection tab first You can enter the addresses of the FileDirector Server and WebServer Notes You cannot configure a connection between SharePoint document lists and FileDirector Cabinets and document types without a connection to the FileDirector Server Enter a FileDirector Server address at Server URL Select Automatically log in using current Windows account when the Windows account of a SharePoint user is to be used for authentication If this option is not selected a log on to the FileDirector Server is required for configuration In addition a log on will be required for each send process later on The language
35. You may not modify adapt translate rent lease or loan the Software or the Documentation or create derivative works based on the Software or the Documentation OWNERSHIP AND COPYRIGHT Spielberg Microsoft Microplex Nuance DevExpress and Pixel reserve all rights to their respective software modules of the Software and the Documentation The Software and the Documentation is copyrighted Unauthorised copying of the Software including portions thereof or the Documentation is expressly forbidden EXPORT CONTROL You agree that the Software and Documentation will not be shipped transferred or exported into any country or used in any manner prohibited by the United States Export Administration Act or any other applicable export control laws restrictions or regulations of the countries involved SUPPORT AND UPDATES Spielberg Spielberg s subsidiaries or affiliates their distributors and dealers are not responsible for maintaining or helping you to use the Software and the Documentation excepting where agreements have been entered into between specific parties i e Spielberg Distributor Distributor Dealer Dealer End User No updates fixes or support will be made available for the Software and Documentation other than by publishing such revisions on the Spielberg web site http www spielberg de or http www filedirector com Any updates fixes or support will be made available on the said web site solely at the discretion of Spielber
36. a Stop SQL server agent This is not recommended during normal working hours because it stops database activities No retrieval or storage is possible or b Configure a scheduled backup task in SQL server to backup the database Copy the backup database Copy FileDirector Data The filedirector data directory is the default directory for a storage pool It contains image and XML data of the documents stored in a cabinet A General Administration Page 72 FileDirector Installation Guide subdirectory is created for each cabinet named with the cabinet ID FD_XXXXXXXX CAB In order to retrieve documents of a moved cabinet in the WinClient the directory with the Cabinet documents must also be copied to storage pool of the target server Connect database Before a cabinet can be registered in FileDirector the database must be connected within SQL server Start SQL server Management Studio on the target server select the SQL group where FileDirector is configured Right click on Databases and select all tasks Connect database Select the mdf file of the database to be connected in the displayed window The transaction log is automatically selected as well after the mdf file is selected In this window the authentication method for the database access can be specified If you use windows authentication no settings have to be made If you complete these settings the database will then appear in the list of databases of the
37. abase FDConfig been successfully created and have the accounts been imported correctly into the table Accounts Notes Even if no cabinets have been created the server test can be carried out using GetCabinets f there are no errors this information is also returned in an XML file Configuration Utility Page 35 FileDirector Installation Guide WebServer Using FileDirector WebServer you can easily access documents held in FileDirector through a browser without having to install additional client software FileDirector WebServer allows you to view and edit existing documents create new documents by file upload or scanning using the WebScan client and an attached scanner In addition users can use their inbox and FileDirector Process Management Access to documents is by user account authentication configured within FileDirector FileDirector WebServer also allows anonymous and guest user access via user accounts configured to allow access to specified documents Requirements Server FileDirector WebServer can be installed on following operating systems e Microsoft Windows Server 2003 e Microsoft Windows Server 2008 To install FileDirector WebServer on one of the above operating systems additional components are required e Microsoft Internet Information Services IIS version 6 or higher e Microsoft Net Framework A FileDirector WebServer needs approximately 10MB of disk space Take into consideration that add
38. af mf y Internal IP address Port 7 Y SE IS SC FED Server WebServer Kr m is 201 gt wi Windows WebServer 6 weg Ach intern ay SS DG only basic authentication y accounts fd server Create Local user fd server for acces to Cache fd admins ConfigUtility IUSR PW fd user Login via Internet WebServer User calls WebServer with http external IP filedirector web and receives a Login window Firewall has only one open port 80 which allows basic authentication In IIS for application FileDirector Web only basic authentication is allowed On server 3 a local account fd server with the same password as on FD server on 6 must be created to ensure that that the local cache of the external WebServer 4 can be controlled Since a user must log in with an account known to FileDirector no account should be specified in WebServer Firewall only has one open port 80 which allows only basic authentication On domain controller the account logged in must be known and be a member of one of the FD groups for example fd scan The account is known to FD Server because it is member in group fd scan In IIS basic authentication must be set because a user can access the network only by basic authentication For log in of an internal client windows authentication can be used This must also be activated in IIS 7 for application FileDirector For internal usage of WebServer an
39. ager Settings on the Server 55 A te UE 55 Beta Rtl eege ege 55 lte Ee ele dee E 56 IVS CO WAP UN EE aere 56 Installation Manager On the Client 56 Upgrade and Update cccccssssseeecsssseeseesseeseessseesseeseess DO Seille el 58 Table of Contents Page 7 FileDirector Installation Guide Back p daages deed a ee eee 58 Mer Ee 58 REISE 58 Riet EE 58 Upgrade Enterprise Manager and Cabinet 59 Updating Of CADINGES EE 59 OUperade clients EE 59 Plug ins for WinClienNt sicrie isna ea ennaa E aA S AEA AR E aaas 59 Transfer special settings Of WinClient sssssssenuessrerersrssrrrsrrrsrnrrsrnserrrnrrerrennnnnnnnnnnnnenenns 59 Migration of ScanFile documents 59 Network Security cccccceeeeceeeeeeeeeeeeseeeeeseeeeenseeeesseneeeseeeseees OO Usage of different Ports cccccccccccccccccesseseeeeceeeesseeeseeeeeeeeeseeeeseeeeeeeeessseeauseeeeeeeessauaaseeeeeeeeesaas 60 FileDirector with a firewall ccccccssscccccecesssessneeeeeceesesessnaeeeeceessseesnaeeeeeeeesseseeneeeeeeeesssessaaes 61 Internal Log in Windows Authentication eesssesssssssssssssssssssreeerressssssssssssssssssssssssrreennseseset 61 External Log in Standard Autbenticatton 61 External Access with log in using basic AUtHeNtiCatiOn sssssssessssesseeeeesssesssssssseeesseaeaaaes 61 External access without log jn 62 Security problem using WebServer in internal network ssssssssssssssssssss
40. ain administrator and is allowed to create users and groups in a domain If it is not possible to log in as a domain administrator these groups and account can also be created manually by a domain administrator The fd server account must be a member of the domain users group and must be a member of the local administrator group of the FileDirector Server Once the account has been created start the Configuration Utility and enter the account name and password within the User amp Groups tab The password is stored encrypted in the file web config After specifying these settings restart IIS on FileDirector Server and check access using dataaccess asmx GetCabinets with Internet Explorer Configuration Utility Page 33 FileDirector Installation Guide Security settings for database access If the login to SQL server is done using windows authentication the fd server account is used Example 1 SQL Server and FileDirector Server are installed on the same server and windows authentication is used As the fd server user account is a member of the local administrators group it will also have access to the SQL server Default settings in SQL Server Security Accounts BUILTIN Administrators Properties server rolls Si System Administrators Example 2 SQL Server and FileDirector Server are installed on the same server and authentication via SQL is used If the user sa is used in the default settin
41. an be applied These settings can be done in the app xml configuration file of the FileDirector WinClient and the Enterprise Manager Enter the following section at the relevant position of the config file which is located in the relevant program path lt configuration gt lt system net gt lt defaultProxy gt lt proxy gt usesystemdefault true proxyaddress http 192 168 1 43 8080 bypassonlocal true lt proxy gt lt bypasslist gt lt add address a z domain_name com gt lt bypasslist gt lt defaultProxy gt lt system net gt lt configuration gt General Administration Page 74 FileDirector Installation Guide With the setting usesystemdefault false the system setting of Internet Explorer is ignored and with bypassonlocal true the setting for Bypass proxy server for local addresses is configured Under proxyaddress the proxy server is specified In the section bypasslist a list of addresses can be specified which can bypass the proxy server If the proxy server is bypassed for local addresses the performance of FileDirector is enhanced because not all communication must be passed through the proxy server Separate Settings in WinClient despite Proxy Settings The proxy is bypassed for the WinClient despite the proxy settings for the Internet if the entry below is set in the app xml of the WinClient lt add key IgnorelEProxySettings value true gt This option can be se
42. an be set This path is stored in the file APP XML which is located in the relevant folder in SETUPS located under the virtual directory of FileDirector inetpub wwwroot filedirector Setups application name If branding is not performed the clients cannot be installed using a browser and the installation page because the relevant msi file for installation will not be found Notes If the server or files in the Setups folders are updated branding has to be performed again Server URL This field stores the URL of FileDirector Server which is called by the clients After installation all client requests to the server are processed using this address Automatic log in When Automatically log in using current windows account is used The WinClient and Enterprise Manager will start without having to type in a user name and password The information of the windows account currently logged in is used Configuration Utility Page 31 FileDirector Installation Guide SMTP Server SMTP is an abbreviation for Simple Mail Transfer Protocol This protocol con trols sending emails t The File Director Process Management option can send emails with a link to the document to be processed For this option the SMTP address of the email server must be specified The default port is 25 FileDirector system notifications can be configured to be sent to an email address Enter a notification description in Message from and the recipient
43. and load the TIFF file from the VNP archive directory created by the sample print Configure zones and identifiers for this form If the zones are recognised correctly configure a file import scheduler using forms recognition to import the documents printed with VNP See the procedure described in Administration Guide Administrative information to VNP The installation of VNP should be performed directly on the server and not using remote access because additional print ports cannot be added when using remote access in Windows Rights To the archive folder To ensure that VNP data from the archive folder can be imported by the FileDirector scheduler the fd server user account must have permissions to this folder The account must be able to save delete move copy and create folders Remove installation of VNP If VNP is uninstalled the configuration of the port VNP_001 must be reconfigured after a new installation because this port is automatically created during an installation and in an uninstallation it is automatically deleted Virtual Network Printer Page 83 FileDirector Installation Guide Restart of the VNP Service The VNP installs the service VNP Manager In case VNP needs to be restarted it can be done via the Windows control panel Virtual Network Printer Page 84 FileDirector Installation Guide Image Printer Overview The Image Printer is a printer driver which converts an electronic
44. as the FileDirector server application ATTENTION The data is moved to the path which is configured and is deleted completely from the FileDirector database and storage pool Move index file after index import If the index import file should not be read after an index import the file can be moved to a subfolder This subfolder is automatically created in the index import folder and is named save To configure that the file is moved the following switch can be set in the web config file of the FileDirector server lt add key FDServer ImportSourceCopyTo value 1 gt Threshold for signature recognition When recognising a signature a certain tolerance must be followed This tolerance can be set in web config The lower this value is the easier a signature can be recognised Note that decreasing this value also decreases security because a signature can more easily be falsified To set this threshold the following value can be changed Default value is 80 lt add key FDServer SignatureThreshold value 80 gt Set AND or OR relation for field filters If field filters are used for users or groups there are different conditions necessary for different requirements With an entry in the web config this setting can be configured generally to an AND or an OR Relation For multiple filters within one field for a user The following switch is set to value O or 1 where 0 OR 1 AND lt add key FDServer FieldFilterSetT
45. ased on 10 0 to 9 e Non alphanumeric characters e g Deleting user FD Server and recreate with ConfigUtility To ensure that the password has been changed delete the user fd server that was created and recreate it with the ConfigUtility Log in as adomain administrator to delete the account Alternatively you can perform the following steps Open web config Delete fd server password Save web config Start the FileDirector ConfigUtility Type in the password for the fd server Click OK Run the FileDirector server test Check the FDServer log in the folder Windows temp oe oe N If there are still errors during the login you may find hints in this log file Check the IIS settings For the FileDirector virtual directory anonymous access should be disabled Please read the chapter on the settings for the IIS Check the NET settings The NET settings may not be correct Setting Local system 2003 and respectively the entry in the machine config for login as system instead of machine was not changed Please read the chapter for the NET settings Internet Explorer Enhanced Security Configuration If the option Internet Explorer Enhanced security configuration is configured in the windows installation this can cause problems during login First install FileDirector without this option General Administration Page 77 FileDirector Installation Guide Virtual Network Printer What is VNP VNP
46. asked for a signature confirm with Yes e The installation path for the WinClient can be selected or the default location accepted e Selecting Everyone or Just me decides if the start icon is created for each user in the start menu and on the desktop or if they are only available for the user performing the installation e The installation will start when Next is selected Installation of Applications Page 48 FileDirector Installation Guide Plugins for WinClient For the WinClient different Plugins are available which have to be copied manually to the relevant workstation into the installation directory Program files Spielberg Solutions GmbH FileDirector WinClient For more information see the WinClient user manual Password with basic authentication do not store If basic authentication is configured for the WinClient the login window appears when the program is started With the checkmark the password can be saved for the next login If the option to save the password is not offered the WinClient can be started with the parameter hidesavepassword To start the program with this parameter create a new link to the file FileDirector WinClient exe which is in the program folder of the WinClient and write the parameter in the properties of the link after the path to start the WinClient When the WinClient is started with this link the login window appears without the checkmark box to save the password Timeout settin
47. ated on another server or storage medium than the FileDirector Server itself it must be set so that the account fd server has full control over the location You are then prompted for the storage location of the FileDirector configuration database FDConfig This can be selected from the list of available SQL storage locations SQL server only offers storage locations already known to it If you want to add a location to the selection you have to create a database manually in SQL server on the new location which can later be deleted or the created database has to be moved Configuration Utility Page 30 FileDirector Installation Guide Licensee To licence FileDirector you will need a valid licence file Please read the Licensing chapter on obtaining a License If you have received a valid licence file with valid signature you can load it by selecting the file using the directory browser If it is loaded the licence data and available options are displayed and FileDirector can be used Licence Options In Licence options the licensed modules for FileDirector are displayed A description of the single options can be found in Administration Guide Notes After importing the licence file only the number of the added ticker will be displayed The number of the available ticker can be found using INFO in the WinClient Branding Using Branding the URL which a FileDirector client needs to connect to the FileDirector Server c
48. concerning the installation procedure can be found in your browser s help file Creating a new Application Pool Before WebServer is installed create an Application Pool for the program in IIS Microsoft Internet Information Service This will increase security and will protect other applications hosted by the IIS If an Application Pool is shared configuration changes in WebServer will cause IIS to restart the Application Pool automatically causing other applications to be temporarily unavailable Notes Create an Application Pool for FileDirector WebServer use only Create an Application Pool IIS 6 A new Application Pool is created within IIS Manager To open the IIS Manager select Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Expand the nodes on the left hand side open the context menu for Application Pool and select New gt Application Pool Enter a unique and descriptive Application Pool ID and create the new Application Pool with Use default settings for new application pool selected Now set the identity of the new Application pool Open context menu for Application Pool and select Properties IIS 6 predefines Network Service as the identity for new Application Pools This needs to be changed since WebServer requires additional access rights Select the Identity tab and select Predefined and choose Local System WebServer Page 37 FileDirector Installation Guide
49. ctor Installation Guide Microsoft NET Microsoft NET technology allows the development of XML Extended Markup Language based applications processes and Web services The open standard and the scalability of NET make integration of different applications and manufacturers an easy and inexpensive task for your enterprise The universal approach to NET technology makes it possible for FileDirector to be linked to other applications which also support the NET framework XML based data storage and exchange XML has become the standard for data exchange between different platforms Especially in document management environments XML offers wide possibilities with its capability to store index and Meta data in readable format for an enterprise wide solution The open architecture of FileDirector in connection with XML files builds a versatile combination which expands the limits of traditional archiving Documents are not limited to the FileDirector system External applications can access the documents without overstepping the security requirements Welcome to FileDirector Page 12 FileDirector Installation Guide Requirements Supported Operating Systems FileDirector is a Microsoft Windows based solution The server is available for 32 and 64bit operating systems IPv6 is supported The following operating systems are recommended Server Microsoft Windows Server 2003 Product family Microsoft Windows Server 200
50. d company names mentioned herein may be trademarks of their respective owners Africa Asia Australia Europe and USA Spielberg Solutions GmbH Obere Kaiserswerther Str 17 D 47249 Duisburg Germany Email info spielberg de Web www Spielberg de UK and Eire Spielberg Solutions Ltd Unit 11 Basepoint Business Centre Metcalf Way Crawley RH11 7XX UK Email info spielbergsolutions com Web www spielbergsolutions co uk Software Licence Agreement IMPORTANT Read this agreement before installing FileDirector By installing FileDirector you are deemed to agree to be bound by this agreement This license agreement is a legal document between you and Spielberg Solutions GmbH If you do not agree to the terms of this agreement return the software CD and accompanying documentation the Documentation and other items to the place from where you obtained them for a refund before they are marked or damaged in any way In consideration of the right to use the Software you agree to abide by the terms and conditions of this agreement GRANT OF LICENSE The Software consists of the software modules by Spielberg Solutions GmbH a German public listed company having its place of business at Obere Kaiserswerther Str 17 47249 Duisburg Germany Spielberg Microsoft Corp a Washington Corporation having its place of business at 1 Microsoft Way Redmond WA 98052 6399 USA Microsoft MICROPLEX Trading GmbH a German Company having its plac
51. directory In addition the FileDirector WebServer Config Utility is installed to the program directory and a link is placed on the desktop The Config Utility is needed to configure WebServer after installation FileDirector WebServer Configuration After a successful installation IIS and WebServer must be configured before use Since the configuration procedure of IIS differs between the various versions the following instructions distinguish between IIS version 6 and IIS version 7 x Please make sure that you are using the correct configuration steps for your IIS version Start the FileDirector WebServer Config Utility to apply basic settings Go to the WebServer tab and enter a valid FileDirector Server address This allows WebServer to establish a connection to the FileDirector server If the FileDirector Server and WebServer are installed on the same system the FileDirector Server address is usually htto ocalhosvt filedirector Continue with the cache configuration WebServer Page 38 FileDirector Installation Guide Cache Configuration The cache is required to temporarily store data received from the FileDirector Server In addition a user account cache user with read and write permissions to the cache directory is required This is configured using the FileDirector WebServer Config Utility Cache Directory Data received from the FileDirector Server is temporarily stored in the cache directory By default the
52. document to TIFF files which is then stored automatically to FileDirector Index information can be applied to the documents prior to storing Installation with SetupIP exe Installation If an Image Printer is already installed it must be uninstalled before the installation of the new one If it has already been printed with the old image Printer data can be blocked It is better to restart the machine before the old driver is uninstalled The driver can be manually installed as before or the installation can be run using FileDirector ImagePrinter Setup msi The installation adds a local port named FDPort With the FdimagePrinter inf a printer driver is installed which is connected to the created port Operating systems The printer driver can be installed on 2003 2008 and 2012 servers and Windows XP Vista 7 and 8 Notes Resolutions can be set up to 400dpi Microsoft support for Windows XP ceases in April 2014 It is recommended that installations still using Windows XP are upgraded to Windows 7 or 8 Image Printer Page 85 FileDirector Installation Guide Formats The Image printer supports formats such as A3 A2 A1 and AO and resolutions up to 600 dpi Note that a lot more memory should is required when larger paper sizes and higher resolutions are used This especially applies to printing with grayscale or colour Notes When possible colour mode should automatically select black white mode It is possible
53. e applications can be installed and this would allow a user to work within the client applications when not connected to the FileDirector Server Web installation The Windows Client and Enterprise Manager can be started directly from the server within a web browser Using the browser versions allows for easier maintenance of the solution updates and upgrades have to be applied on the server only rather than on all the clients The browser clients must always be connected to the server The client installation for use via a browser is described in the chapter WebServer Installation NET Framework Microsoft NET Framework 2 0 must be installed before the FileDirector applications can be installed Installation of Applications Page 46 FileDirector Installation Guide Install Applications During installation you need be logged in as an administrator or with administrative rights FileDirector installation page During the installation of FileDirector Server the setup files for all FileDirector applications are copied to the installation directory located in inetoub wwwroot filedirector Setups The setups can be accessed by a web page on the FileDirector Server The installation of Clients can be carried out from this page For example if FileDirector is installed to server Server name and to the virtual directory FileDirector the address is http Servername filedirector Enterprise Manager Enterprise Manag
54. e of business at Leipziger Chaussee 191g 06112 Halle Germany Microplex Nuance Communications International BVBA a Belgian Company having its place of business Guldensporenpark32 B 9820Merelbeke Belgium Nuance Developer Express Inc a Nevada company having its place of business at 6340 Mcleod Dr Suite1 Las Vegas NV 89120 USA DevExpress Pixel Translations a Division of Captiva Software Corporation a Californian company having its place of business at 1299 Parkmoor Drive San Jose California 95126 USA Pixel You understand and acknowledge that any software module included in the Software may have utility with or be able to be called by other software and or hardware which Spielberg considers to be an unauthorised use of the Software Accordingly you agree that you will use such software modules only as part of the Software and not in conjunction with or as part of or as a component of other software and or hardware which makes calls to such software modules Spielberg grants you the personal non exclusive rights For a single user version of the Software to install and use the Software for internal purposes only on a single computer the Software is considered in use when it is installed in the temporary memory i e RAM or the permanent memory i e Hard Disk Drive For a multi user version of the Software to install and use the Software for internal purposes only for the number of computers or simu
55. e windows authentication several ports must be open For a basic authentication only one port is needed Port 80 is standard port for this procedure If a connection via SSL is established per default port 443 standard is used If several servers in a local network should be called from outside using the same IP address different ports must be used for each server example here port 80 for the companies Webpage and port 88 for FileDirector WebServer If requests are sent to the external IP address e g 212 17 9 50 88 they are mapped by the firewall to the internal IP addresses In the figure displayed above one external IP address with different ports is configured If port 80 should be used for all applications different external IP addresses can be used This can be configured using different network adapters Network Security Page 60 FileDirector Installation Guide FileDirector with a firewall INTERNET WAN INTERNAL LAN Port 80 4 Internal IP address Port Port 80 Fc e g 192 168 1 10 80 2 Internet External IP Adresse 7 US ED Server WebServer 3 Windows http e g Port 80 Authentication y d DG httne Dart AN2Q Accounts 6 fd server fd admins GI i Td user Internal Log in Windows Authentication In internal network normally windows authentication is used This authentication regards all internal windows rights For the windows authentication several po
56. ecessary The FileDirector Data View has no FileDirector related settings All information is retrieved through the Web Part connection Since the display of documents needs a certain amount of space please adjust the size of the Web Part sufficiently FileDirector SharePoint Integration Page 91 FileDirector Installation Guide The message No search result available displayed in the FileDirector Data View means that the Web Part is connected but no search has been executed yet Notes From FileDirector WebServer version 2 6 on the full text search web part is obsolete FileDirector Web viewer displays a search page that already includes a full text search WebServer still supports these Web Parts FileDirector File Upload This Web Part is able to send files to the FileDirector WebServer A FileDirector document is created which can then be indexed and checked in After the Web Part has been placed into a zone it needs to be configured The message No search result available is displayed when no FileDirector WebServer address has been entered To do so select Edit Edit Web Part The settings section of the Web Part opens on the right hand side Enter the FileDirector WebServer address htto myserver tiledirector web SharePoint As soon as a valid address has been entered and saved the file upload page is displayed in the Web Part Since the display of documents needs a certain amount of space please adjust the size o
57. ect Security Settings gt Local Policies gt User Rights Assignment On the right hand side you ll find policies Log on as a batch Job and Deny log on locally Add the cache user s account to both security policies Adjust Configuration File web config After restricting the cache user s permissions using security policies the WebServer configuration file has to be adjusted The change affects WebServer s internal log in of the cache user Open the file web config in the FileDirector WebServer installation directory and search for lt add key FDServerLogonType value gt Change key value to batch lt add key FDServerLogonType value batch gt Save the changes and restart WebServer Application Pool in order to apply the changes Notes If you do not use a separate account as the cache user take into consideration that the applied restrictions can affect other areas where the account is used Remove Group Membership To restrict the rights of the cache user account further its memberships in the local system s user groups can be removed The user account will lose all access permissions to the system The user account needs to be have appropriate permissions applied for the cache directory since it will no longer have access to local files and directories If all group memberships are removed and only access to the cache directory is granted any risk in the event of unauthorized access is minimized
58. ector client applications The setup files for the FileDirector client applications such as Enterprise Manager and the Windows Client are copied during the installation Notes If the setup folders are manually copied to the installation location ensure that they are not write protected After installation an icon for the FileDirector Configuration Utility will appear on the desktop FileDirector Server Installation Page 21 FileDirector Installation Guide Scheduler Service During the installation the FileDirector Scheduler Service is added to Windows Services The service manages and runs the scheduled tasks configured within FileDirector The scheduler service will be configured and automatically started once the FileDirector server Configuration utility has been run FileDirector Server Installation Page 22 FileDirector Installation Guide IIS Configuration Windows 2008 Once the FileDirector Server has been installed and configured it may be necessary to alter the FileDirector virtual directory settings depending upon how the system is to be used During the configuration of FileDirector a virtual directory is created in the selected web site The name of the virtual directory is selected during installation The default value is FileDirector The security settings of this virtual directory may have to be changed to ensure that only authorised users have access to FileDirector The settings requir
59. ed To grant access to the documents accounts and account rights have to be adapted to the new environment When a cabinet is moved to a new FileDirector version the cabinet may have to be updated e Copy the database and transaction log e Copy the document storage locations the default is filedirector data e Connect the database in the new SQL server environment e Register the cabinet in FileDirector Enterprise Manager e Run cabinet update in Director Enterprise Manager e If necessary adjust cabinet rights e Configure storage pool Notes on FDConfig The database FDConfig stores general configuration information and also information on all registered Cabinets The configuration on a different server will be different It is recommended not to copy the original database but to create a new database FDConfig Copy Database Document index data is stored in the cabinet database The database consists of the database itself mdf and the transaction log ldf These files are located in the path specified in the Configuration Utility The 8 character ID of the cabinet is used In the database directory you will find FD_XXXXXXXX madf FD_XXXXXXXX df Where XXXXXXXX denotes the ID which is displayed in cabinet properties in FileDirector Enterprise Manager Notes Whilst SQL server accesses the databases the files cannot be copied The server access must be switched off if these files need to be copied This can be done by
60. ed will differ depending upon whether Windows User accounts or the FileDirector internal user accounts are used for authentication Open the Management console for Internet Information Services Start Settings Administrative tools Internet Information Services Manager FileDirector Authentication The default authentication settings for FileDirector are Basic Authentication and Windows Authentication Select the virtual directory of FileDirector and open Authentication For Windows Accounts Authentication Disable Anonymous Authentication and enable Basic Authentication and Windows Authentication For FileDirector Accounts Authentication Enable Anonymous Authentication and disable Basic Authentication and Windows Authentication IIS Configuration Windows 2008 Page 23 FileDirector Installation Guide FileDirector Web Authentication The security settings of this virtual directory must be changed to ensure that only authorised users have access to FileDirector The settings required will differ depending upon whether Windows User accounts or the FileDirector internal user accounts are used for authentication For Windows Accounts Authentication Disable Anonymous Authentication and enable ASP NET Impersonation Basic Authentication and Windows Authentication For FileDirector Accounts Authentication Enable Anonymous Authentication and disable ASP NET Impersonation Basic Authentication and Windows A
61. ees 39 Cache Director 39 Cache WSOR ec ccccccscececccecececccecececccecececececececccecececccecececccececteccecectcccececdeccececocccocecseccocecccccedectecdece 39 EDIT A0 Authentication Settings cece cece eee e eee e eee e eee EEE EE EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEES 40 Windows Autbhenticatlon 41 Table of Contents Page 6 FileDirector Installation Guide Forms AUTHENTIC Ob ANEN 42 ale nl CET 42 Enhancing System Security 43 Edit Local Security Settlnge oseraies esennsannnnsannnninna niren t siasannn anika kaka Enin 43 Adjust Configuration File Iweb config 44 REMOVE Group Membership cccccsseesecccccccaeeesseseseecceeeeesseeeeeeeesseeesssesseeeceeeesaueeeeeeeessaaeees 44 FileDirector Component Service 45 Installation Of Applications ccceceeceeeeeseeeeeeeeeeeeeeeneeeees 46 General Information 00 0 0 nnn ee eneeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeees 46 Conventional Client Ipnstallation cece cece cece cece cece ee EEE EEE EEE E EEE EEEEEEEEEEEEEEEEEEEEEEEEEEES 46 WebiinstallationiscccscccccccsscisesssadecesccceccccecSeasssdcandceadcendcansccecdececacasendcasdcasdcasdcenaccestacenzeccenccezecee 46 NET FramMeWOT K osssissoriririririreririririrranoSu rErErErErEEEEErEFENEEEINS O AEPEEEEFEEEFEEEFEEEFEE EEEIEE EEEErER EKER N 46 Install Applications ooo 47 FileDirector installation page 47 Enterprise Manager 47 Timeout Settings in Enterprise Manager 48 E TTT 48 Setu
62. efore you call this command C WINDOWS Microsoft NET Framework v4 0 30319 aspnet_regiis exe i Or C WINDOWS Microsoft NET Framework64 v4 0 30319 aspnet_regiis exe I Physical Server Name The name of the server must not be the same as the FileDirector user account By default the FileDirector user account name is fd server Windows 2008 with IIS 7 User Account Control UAC During the installation of FileDirector user account control must be deactivated It can be re activated after the installation You can turn it on off via Start user control accounts Turn User Account Control on or off Notes The Server must be restarted after turning the user account control on or off IIS 7 IIS 7 must be an installed role on the Windows 2008 Server for FileDirector to install and run IIS is installed through the Server Manager as a role Server Configuration Page 19 FileDirector Installation Guide After selecting Web Server IIS as a role the following features have to be added to the Web Server role e Windows Process Activation Service which contains the process model and configuration APIs e Security o Basic Authentication o Windows Authentication o Digest Authentication e Application Development o ASP NET NET Extensibility ASP CGI ISAPI Extensions ISAPI Filters e Management Tools o IIS 6 Management Compatibility including all its options O O O O O NET Framework 4 0 The N
63. elect Install for OCR Engine and execute the installation from here e The first window shows that setup exe was found for installation Click to Open If you are asked for a signature confirm with Yes Continue with Next in the next window e During this installation no path can be specified because the installation path is derived from the Component Service installed initially Finish the installation by clicking Next Installation of Applications Page 50 FileDirector Installation Guide Different OCR Engines Western OCR Engine In the installation procedure described before from the web page the western OCR Engine is automatically installed This installation supports the western languages English German French Dutch Spanish Italian Greek and Russian Asian OCR Engine For recognition of Asian languages a special OCR Engine must be installed which needs its own licence It must be activated in the FileDirector licence file Additionally a licence code from Nuance is needed for the engine itself Audit trail for the OCR Engine IPRO Engine With the OCR Engine the service OCR Engine is installed If an error occurs with the OCR Engine the errors are recorded in the Windows event log Configure OCR Engine to one processor In the configuration file for the OCR engine the parameter process affinity is used to configure the processors used by the OCR process This may have to be amended if there are issues
64. email address in System Notification recipient In order to test the server address valid email addresses can be typed into the fields Message to and Message from A test mail is sent via the server when Test it is clicked Web Server URL If an Email is sent via the Process Management option of FileDirector and the relevant document should be viewed using WebServer specify where WebServer located Test installation The server installation and configuration should be tested to check that everything is installed and configured correctly Open a browser window and specify the following virtual FileDirector address http Jocalhost filedirector dataaccess asmx For localhost the name of the FileDirector Server must be entered If IIS and FileDirector are configured correctly a list of functions used by the FileDirector Server is displayed Connection test Using the function TestConnection log in to IIS can be checked Click on Invoke on this page in order to check the connection to the FileDirector Server If this test is successful an XML page should be returned and displayed which shows the account currently logged in for example Welcome domainname administrator on server server name Notes If for example Anonymous or the local name of the server is returned either the log in is wrong or the security settings in IIS are not configured correctly Configuration Utility Page 32 FileDirector Installation
65. ent lists If only one list has been selected these buttons are disabled Notes SharePoint document lists can contain a different number of fields Using Apply to all can lead to unwanted field connections OK will return to the SharePoint document list display End saves all settings and exits the program Send to FileDirector For each SharePoint document list connected with a FileDirector document type you have to activate the Send to FileDirector menu entry in SharePoint Browse to the corresponding SharePoint web page and follow Site Actions gt Site Settings gt Modify All Site Settings gt Site Collection Administration gt Site Collection Features The displayed list contains an entry Send to FileDirector By activating the feature the entry Send to FileDirector is added to the context menu of the document list Execute Send to FileDirector on a file and a FileDirector document is created from the file and its index information and sent to the FileDirector Server If a folder is sent to FileDirector each file in the folder is sent as a single document Files of existing sub folders are processed as well The transfer result success or error message will be displayed in SharePoint FileDirector Web Parts You can easily access FileDirector documents using FileDirector Web parts without having to install additional client software or to open a second web browser Add Web Parts Browse to the SharePoint web page
66. enticatlon 24 Setups Autbhenticatton rrtt 111111111E EE AEAEE EEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEE EEEE E EEEE E EEn 24 HTTP Response Headers for Setups 24 HTTP Response Header for WinCweb and EMweb csssssseeccececceeeeeseeeceeeeesaeaeeeeeeeeeeesaaa 24 Table of Contents Page 5 FileDirector Installation Guide Configuration Utility E ONTE A E EE 25 SOVET siarada naase aa a oaae aa a EEs 25 Description sisic oo se s csc cts ss seaeals si sestaisas sestclsa sestw sat cust seated saa sanst saatanss sackatsisat ctctsisas EEEE EEEE REEE rE 25 SESSION TMM UE 25 ET EE 26 Mettet 26 Witt DIGG CCON EE 26 PLGA grell EE 26 USEF ANG BVOUDS eessen deeg ege Ee 26 Hl D l DR ln EE 26 ACCOUNT ANC group LOCATIONS ccccsssssseeeccececceeccaeassseeceecaeeesseeeeceeeeseeesaaasssceeeessaaaseeeeeeeeeaas 26 FileDirector ET EE 26 Server ACCOUNT amp sdexstaveccvineusscececs cbse se veauevuvavendubnsusesssedscoslsevanuevssaueeaebaaegecesedesgaesevensevsvauedaaboveders 27 Create FileDirectOr ACCOUNES cceccccccccccccee cece cece eee ee eee eeeeeeeeeEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEEES 28 Database A E E 28 Connection Settings sssssescicssiseccscsvsncdavs cocdtseuencnesevencdsedsancauecssosesusnabecebannneuebauanesseddoesa nenausnanens 28 AUTON CATION siccccccscccstccscccctccsccccceccuaccuacacacduauaccusdauaccuscacduacscacsesuadauaccuadauacacadacanacacananavacauanacs 29 CONNECTION POOIS sssccccciccsssvessteces
67. er is the administrative application for FileDirector Cabinets and storage structures can be configured according to the required specifications This application can be installed on the server and on workstations The account which uses Enterprise Manager for all administrative tasks must be a member of the group fd admins For configuration of Cabinets alone a member of the groups fd scan or fd scan named is sufficient if these groups are given full cabinet rights e Select Install for Enterprise Manager and execute the installation from here e The first window shows that the file setup exe was found for installation Click to Open If you are asked for a signature confirm with Yes Continue with Next in the next window e Afterwards an installation path can be selected e Selecting Everyone or Just me determines if the start icon is created for each user or if itis only available for the user performing the installation e With Disc Cost you can display the available storage capacity and figure out the amount of storage space needed for the application e The installation will start when Nextis selected Enterprise Manager can now be used for the creation and configuration of FileDirector Cabinets Installation of Applications Page 47 FileDirector Installation Guide Timeout Settings in Enterprise Manager For the transfer of data from FileDirector Enterprise Manager to the server a time out period is utilised If
68. f the Web Part sufficiently FileDirector SharePoint Integration Page 92 FileDirector Installation Guide FileDirector Synchroniser The FileDirector Synchroniser keeps documents in SharePoint lists and FileDirector document types at the same information level Requirements The Setup can be installed on a system with following components e NET Framework 2 0 SP 2 e SharePoint Server 2007 or 2010 e FileDirector Component Service Additionally access to a FileDirector Server is needed The server does not have to be installed on the same system Installation The setup will install all programs without user interaction After the installation a menu entry SharePoint Synchroniser will have been created in Start gt Programs gt FileDirector The Synchroniser Engine is installed into the directory C Program Files Spielberg Solutioons GmbH FileDirector Component Service Synchroniser Engine Synchroniser Engine FileDirector Component Service needs to be restarted after the Synchroniser installation to start and monitor the Synchroniser Engine Valid program settings can only be configured when the Synchroniser Engine is started The Synchroniser Engine will log on using Local System account Any errors that occur will be written into the Application section of the Event Viewer FileDirector SharePoint Integration Page 93 FileDirector Installation Guide Synchroniser The FileDirector Synchroniser
69. following directory is used C Windows Temp FileDirector Web The cache directory can be configured using the FileDirector WebServer Config Utility Start the WebServer Config Utility and open the WebServer tab The option Cache Directory contains the current cache directory path used by WebServer This path can be changed at any time Notes It is advisable to use a local drive for security and performance reasons If the cache directory is on a network drive the FileDirector Component Service needs additional configuration For more detailed information about this topic see FileDirector Component Service The content of the cache directory is managed independently by WebServer Redundant data is removed automatically after a user session has been terminated The disk space for the cache directory is dependent on the use of WebServer and can vary greatly If WebServer is used by many users at the same time the disk space required increases The used disk space decreases when the number of simultaneous users decreases Notes The required disk space varies by the type of use For example a user retrieving a lot of documents requires more temporary disk space than a user retrieving documents sporadically A safe prediction for the amount of disk space required for the cache directory is therefore not possible Cache User WebServer needs the cache user account to be able to read from and write to the cache directory The user accou
70. g who is under no obligation whatsoever so to do LIMITED WARRANTY AND DISCLAIMER OF INDEMNITY Limited Warranty The Software and documentation is provided as is without warranty of any kind either express or implied including but not limited to implied warranties of merchantability and fitness for a particular purpose The entire risk as to quality and performance of the Software and documentations is with you Should the Software prove defective you and not Spielberg Spielberg s affiliates their distributors or dealers assume the entire cost of all necessary servicing repair or correction Some states or jurisdictions no not allow the exclusion of implied warranties so the above exclusion may not apply to you This warranty gives you specific legal rights and you may also have other rights which vary according to state or jurisdiction Spielberg Spielberg s affiliates their distributors and dealers do not warrant that the functions contained in the Software will meet your requirements or that the operation of the Software will meet your requirements or that the operation of the Software will be uninterrupted or error free However Spielberg or Spielberg s affiliates warrants a compact disc or diskette on which the Software is stored to be free from defects in materials and workmanship under normal use for a period of ninety 90 days from the date you purchased the same as evidenced by a receipt or otherwise Some states or jurisdiction
71. g tested manually without configuring a printer a spool file or print file spl or prn can be manually sent directly to that port At a command prompt Ipr S IP address of server P name of waiting queue lt file name gt Notes Ensure the port to be used for sending is open Under certain circumstances this port is closed after installation of a service pack XP SP2 and has to be opened again Virtual Network Printer Page 80 FileDirector Installation Guide Port printing If port printing is used a TCP IP port is the protocol is set to RAW The standard port is 9100 If port printing is activated in VNP port 9100 is opened and configured to listen for data The different ports cannot be accessed individually using this setting Notes Port printing should only be used in exceptional cases as there is no way to control whether a job was processed correctly If no windows printer drivers can be used printing with LPR is always preferred Output TIFF full colour Select this option if you wish VNP to create full colour images JPG Quality The JPG quality with which a document is created determines the size of a file The better the quality the larger the file Set the desired JPG quality 10 is the lowest quality level 1 the highest Configuration of archiving storage Configuration of the archive path The print ports which were created during the installation can now be accessed By default pr
72. gs this account is configured as system administrator Default settings in SQL Server Security Accounts sa Properties Server rolls 7 System Administrators If minimum rights are to be granted the account used which need not be sa must have a minimum of Database creator permissions Security Accounts enter SQL user Properties Server rolls Ki Database creators Examples 3 amp 4 SQL server and FileDirector Server are installed on different servers If the fd server account should access SQL server with windows authentication and minimum rights fd server must be entered to the server rolls of the database server In SQL server this account must at least be entered as database creator to grant access to the databases created by fd server These settings are performed in the Enterprise Manager of SQL server Using windows authentication Security Accounts enter fd server Properties Server rolls gt Si Database creators Using login to SQL Security Accounts enter SQL user Properties Server rolls KI Database creators Configuration Utility Page 34 FileDirector Installation Guide All databases which are created in Enterprise Manager are created by the user specified in the Configuration Utility and get access to the databases created Access to other database created by another account must be manually accessed Securit
73. gs in the WinClient For the transfer of data from the WinClient to the server a time out period is utilised If the WinClient does not receive a response from the server in the specified time frame a timeout is displayed If the WinClient gets a subsequent response it cannot be processed To change the time out period for the WinClient a value in the app xml file of WinClient can be set This file is in the program path of the WinClient The following key with the default setting of 120 can be changed lt add key TimeOutSecs value 120 gt Component Service FileDirector Component Service contains the Office Link Office link is integrated into Microsoft Office products and allows documents to be saved directly into FileDirector from these applications With the Component service the Document Viewer is installed which allows users to display electronic documents and create thumbnails of electronic documents With the Viewer many different document formats can be displayed without the originating application having to be installed e Select Install for Component Service on the web page e The initial window will open click Next to continue If you are asked for a signature confirm with Yes e Afterwards an installation path can be selected This path is later automatically used for the installation of the OCR engine e Selecting Next will complete the installation Installation of Applications Page 49 FileDirecto
74. he TIFF files There are no recognition errors because the text information is not collected by an OCR recognition process but directly from the source data This is a big advantage for full text searching in East Asian languages because the characters are directly copied from the document When importing documents the full text information is automatically stored if a vtx file is present OCR recognition is not required Portrait and Landscape The format is automatically recognised if a document is printed If e g in Word a document is printed and the tiff file created is automatically rotated in the VNP archive folder Then documents can be read in landscape format in FileDirector Virtual Network Printer Page 82 FileDirector Installation Guide Import of VNP Data to FileDirector FileDirector File Import Scheduler VNP stores the converted print data as TIFF files in a defined archive directory These documents are ready to be imported into FileDirector The archive directory must be used as the source directory for a file import scheduler Setup OCR forms for VNP If OCR forms need to be created for documents which are printed with VNP use a sample print document which was printed from VNP The method to create forms is described in the Administration Guide Setup procedure Setup VNP and print a document which should later be printed and automatically indexed Create an OCR form in Enterprise Manager
75. he pool Max Number of connections Default value 5 Connection time out Seconds Default value 60 Max Number of hits in hitlist In order to limit the time for a search result the maximum number of found documents can be limited The default value is 1000 this value can be configured in file web config See also General administration Settings web config FileDirector Configuration database In default database location an available folder for the FileDirector configuration database must be set The fd server account must have full access to this location That also applies to the default storage location The documents in the cabinets are stored here The storage location can also be changed individually after creating a storage location A precondition is that the fd server must have full access to the path The FDconfig database is created when the FileDirector Server is run for the first time This can be done by performing the following steps e Select Start Run and enter IISRESET This will reset IIS ensuring that all setting changes will be used e Ina web browser go to http servername filedirector dataaccess asmx If the configuration has been completed correctly the FDconfig database is created in the specified path Before creating the database the standard storage location for documents has to be specified Select a folder in the window or create a new folder and click OK If this directory is loc
76. ifies the installation when installing the database on the same computer as the FileDirector server If the database server is located on another server the user fd server must have rights to access this The configuration database FDconfig and the groups accounts are created by the currently logged in user This user must have the rights to create a database and users groups The logged in user will be added automatically to the FD Admins group Notes The administrator is not automatically added to the fd admins group The administrator or further administrative users can be added to the group manually The domain fd server user must be able to access the ADS to load the domain accounts into Enterprise Manager The accounts of the users of the domain are entered in the local fd groups Database With the options on the database tab you can connect the FileDirector server with your SQL Server and create a configuration database in the entered path If you chose a server type the corresponding database connection is searched Connection settings The entries in Connection settings inform FileDirector about the location type and user account for a connection to the SQL server Using Microsoft SQL Server versions the instance of the standard installation is normally the same name as the server that SQL server is installed on Enter the computer name where the SQL Server is available on into the field name If an instance of SQL
77. ileDirector Enterprise Manager General Administration Page 73 FileDirector Installation Guide Adjust storage pools In order to display documents in the WinClient the FileDirector Server must be able to find the stored documents If the storage pools are configured differently on the new system compared to the old system the documents will not be found Open the cabinet in FileDirector Enterprise Manager and check if the path settings of the storage pools point to the stored data which were copied to directory filedirector data If this directory is stored on a network device the account fd server must have full access Proxy server settings If a proxy server is used in an enterprise this can be specified in the settings in Internet Explorer Open Internet Explorer and select Tools Internet Options Connections then select LAN settings and enter the settings of the proxy server When a proxy server is used the settings are displayed here FileDirector then uses these settings Under Advanced addresses can be specified which should bypass the proxy server Proxy server with password If a proxy server with password is used FileDirector will log on to the proxy server using FileDirector s authentication method either basic authentication or integrated windows authentication Possible manual setting To avoid a configuration in Internet Explorer this setting can be deactivated and manual settings c
78. ill control the OCR and EDOC engines An automatically started Component service is the default setting This value is automatically set when Component services are installed on a client PC with Windows 2000 or later HKEY_LOCAL_MACHINE SOFTWARE FileDirector Component Service Installed 0x00000001 1 If the local cache location was changed and only the user account has access to it the entry Installed set to 0 can also be used to enable the usage of the OCR engine In this case even on a Windows2000 client or later this registry entry must be manually set to 0 The Component Service must be stopped and be set to the startup type Manual As soon as the OCR is used the OCR engine will start under the user account currently logged in and will have access to the local cache HKEY_LOCAL_MACHINE SOFTWARE FileDirector Component Service Installed 0x00000000 0 Using the ImagePrinter with changed local cache See chapter Set pointer to the changed local cache for ImagePrinter Move Cabinet to a different FD server The Cabinet Structure can be exported and imported to create a new Cabinet on the same or a different FileDirector server Please read the chapter Save structure as in the Enterprise Manager Manual General Administration Page 71 FileDirector Installation Guide Transfer Entire cabinet with Data To move a Cabinet to a different server the index data and the stored documents of a cabinet have to be copi
79. inting is directed to the port VNP_007 This port is mapped to the default path vnplarchive If you define additional ports for additional printers these can be selected from the list and configured to different paths Concurrent printing and archiving To print at archive documents at the same time select the Print option and choose the printer Virtual Network Printer Page 81 FileDirector Installation Guide Process of the VNP Archiving A document is printed to the Virtual Network Printer VNP0O1 This is connected to the port VNP_001 For VNP_001 the archive path vnp archive tiff1 is configured where the printed file is saved in a subfolder as tif file In addition to that the vtx file is generated which contains the full text The second port VNP_002 is configured to print during the archiving to a physical printer If the printer is configured the ports can be mapped to the archive folders to which the data will be saved From these folders the data will be imported by FileDirector to the Cabinet VNP WebPanel Via the web panel it s possible to make configuration changes for example for different emulations Full text with VNP vtx File In addition to TIFF files a vtx file is created This is a file containing full text information derived from the electronic document It contains the text information of the printed document and is used for full text searching instead of OCR recognition of t
80. it will be automatically created with the correct settings for FileDirector User and groups The Users and Groups tab allows you to configure whether FileDirector will use Active Directory Windows accounts or FileDirector internal accounts management for authentication You can also set the names used for the groups FileDirector requires as well as the user account the FileDirector server will use to access resources Built in Domain Here the built in domain can be defined Multiple domains can be specified with the names separated with a comma Account and group locations Here the location is selected where the user account fd server and the FileDirector groups should be created This can be the local workstation or a domain If selecting several domains the fd server account must be created on the primary domain Another option is to create the FileDirector groups with the same names in all domains and the fd server account can then browse for these groups FileDirector Groups During the installation the following groups are created Configuration Utility Page 26 FileDirector Installation Guide fd admins User accounts which are added to this group have full access to all data in FileDirector Administrators are automatically added to this group Any member of the group can configure all options in FileDirector Enterprise Manager fd scan named Members of this group have access to FileDirector Within E
81. itional disk space is needed for the programs document cache For more information see Cache Configuration Client FileDirector WebServer gives access to your documents on an intranet or the Internet Clients can access WebServer using one of the following browsers e Microsoft Internet Explorer e Mozilla Firefox e Google Chrome e Opera e Safari e Any W3C compliant browser Notes WebServer Page 36 FileDirector Installation Guide To use FileDirector WebServer s full functionality it is recommended to keep your browser up to date This will also increase the general security of your system when using the internet WebScan WebServer allows users with the appropriate permissions to create documents For this purpose the WebScan Client is used This client offers a simple way to scan documents with a connected scanner or to upload files from file system directories These files are sent to WebServer and can then be indexed The WebScan Client is distributed to clients as a Click Once solution and is started directly from the web browser The following requirements must be met e Microsoft Net Framework 3 5 or higher e One of the following browsers o Microsoft Internet Explorer o Mozilla Firefox Add on Microsoft Net Framework Assistant o Google Chrome Add on Click Once for Google Chrome Notes The browser add ons can be acquired and installed through the respective browser s add ons option Additional help
82. k your configuration using the corresponding manual sections in case additional settings have to be applied Notes WebServer Page 40 FileDirector Installation Guide WebServer can only be configured for one of the authentication methods because the authentication settings in IIS exclude each other For example it is not possible to use an integrated Windows authentication for domain users and a forms authentication for external users at the same time In this case the forms authentication has to be used for all users Windows Authentication Windows authentication uses the Windows domain account used to log on to Windows to access WebServer The user will be automatically logged in to WebServer In this case the login screen of WebServer is not displayed A log on using a different user account is not possible Notes The integrated Windows authentication is tied to the use of Windows domain accounts It cannot be used with internal FileDirector user accounts Since the log on always requires a valid Windows domain account for authentication this type of log on is usually configured for an intranet installation IIS 6 Settings The integrated Windows authentication settings are configured with the IIS Manager Go to Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Select the virtual directory of the FileDirector WebServer Web Sites gt Default Web Site gt FileDirecto
83. ltaneous users identified in the Installation Configuration sheet of the Software package for example if you have purchased a 5 User license you may install the Software for simultaneous use by up to 5 Users on a network BACKUP COPY You may make whatever copies you deem appropriate from the FileDirector delivery Compact Disc the Programs Example Files and any other promotional material that may be included thereon The Application Manual or any part thereof may be reproduced in sufficient quantity to support only the number of users licensed to you and no more You must reproduce and include on the backup copy the copyright notice and other ownership or proprietary legends that are on the original copy of the Software You may NOT make or attempt to make any copy whatsoever of the FileDirector License ANY ATTEMPT TO COPY TRANSFER OR RESTORE THE LICENSE MAY CORRUPT THE ENABLING LICENSE The License once enabled represents the full purchase value of the license to use the FileDirector Software The enabled License can be manipulated ONLY by the commands within the FileDirector application RESTRICTIONS You may not market distribute or transfer the Software or the Documentation to others or electronically transfer the Software from one computer to another over a network except as expressly provided herein You may not de compile reverse engineer disassemble or otherwise reduce the code of the Software to a human perceivable form
84. must be accessible for the user fd server Virtual Network Printer Page 78 FileDirector Installation Guide Ports During the installation a port VNP_007 is created The driver for the printer must be connected to this port The port count is not limited Service and process After installation the service VNPManager is started Printer driver The VNP printer driver is located in the VNP application path This printer creates a file vtx containing the full text information of the data sent to the printer It is possible to use any other printer driver for example HPLaserjet5 This offers other setting options but it is not able to create the additional full text information Installation of VNP printer driver Installing the VNP printer is carried out in the same way as for any other printer e Select Devices amp Printers e Select Add a Printer e Local Printer e Choose existing port VWP_007 VNP Forwarder e Select Have disk and browse to the VNP printer driver e Select directory VNP Driver vnpmpxdll inf on the CD If VNP is to be used from Clients it must be shared by clicking Shared as A test page should not be printed Notes The configuration of the ports must be done directly on the server not using remote access Configure VNP During the installation the start menu and a VNP icon is created on the desktop Using this the configuration tool is started and you can configure the archive folders and p
85. n Outgoing server for Emails for sending Emails during process management To configure the FileDirector Server double click on the FileDirector Config Utility icon on Desktop Server The settings detailed below can be applied This tab will also display the currently installed server version in the bottom right corner of the tab Description You can enter a description for the FileDirector server which by default is FileDirector Web Service Session Timeout In session time out minutes you can enter the period of inactivity after which a user s FileDirector licence will be made available for other users Configuration Utility Page 25 FileDirector Installation Guide Language Here you can select the standard language for the configuration program When using Windows defined the language set in the operating system will be used Web Site From the drop down list you can select the web site on the server that the FileDirector server application is to be installed to Virtual Directory This is the name of the virtual directory representing FileDirector in IIS If for example the web address is www companyname com access to FileDirector would be by using www companyname com filedirector if the default setting is used Application Pool Select the appropriate application pool to use with the FileDirector This can be an existing pool or select the FileDirector pool that is listed If this does not exist
86. n be transferred to all documents As an example several delivery notes are printed with the Image Printer and a common field could be filled and selecting Apply to all the documents can be sent to the local list and the empty fields can be filled Image Printer Page 87 FileDirector Installation Guide FileDirector SharePoint Integration The FileDirector SharePoint Connecter will add the Send to FileDirector function in SharePoint In addition the FileDirector Web Parts Web viewer Full text search Data view and Document Upload Manager are integrated into SharePoint Requirements The SharePoint Connector can be installed on a system with the following components e NET Framework 2 0 e SharePoint Server 2007 or 2010 e FileDirector Component Service In addition a FileDirector Server is needed To create a document link in SharePoint or to use the FileDirector Web Parts FileDirector WebServer is required Both servers do not have to be installed on the same system Installation After starting the Connector setup the URL of the SharePoint server is displayed If necessary the address can be corrected Then you can select the language in which the Web Parts are installed Then the application directory of the FileDirector SharePoint Connector is displayed and can be changed During the installation process a command window displays the progress of the FileDirector Web Part installation and integration into SharePoint
87. n the current search does not produce a result lt add key FDServer UseLegacyODBCResult value 1 gt A value of 7 will preserve the results of the previous search A value of 0 will clear the index fields when no results are returned Leave user name and last date of changes When a document is checked in the user and the date of last changes are saved with the document automatically If another automatic change by a scheduler or a server plug in takes place the changes will be done by the user of the server fd server and the date and the user is updated to fd server If the information should be updated only after manual changes the following entry can be set in the configuration file web config lt add key FDServer LeaveDocumentModifiedInfo value 1 gt If the value is set to 7 the change date and the user are not overwritten with the user fd server Search always with inverted commas WinClient In order that a search in WinClient or in WebServer is always performed with inverted commas you set the following switch in web config O off 1 on lt add key FDServer SetQuotedIndexSearch value 1 gt A search is performed exactly for the string which is entered in the index field even if a blank is used Web Config 2xhash To improve the security a doubled checking of the hash code can be set up in the file web config 0 off 1 on lt add key FDServer DoubleHashVerification
88. new versions The toolbar for plugins can be switched on and off in the menu For installation and usage of Plug ins refer to the User Guide Notes If a Plugin is not yet available for the current version please contact your reseller Transfer special settings of WinClient To set entries directly for the WinClient the settings can be configured in the file app xml on the client This file can be found in the program path of the WinClient If these settings should be taken over or configured during an update or a new installation they must be transferred to the server to distribute them with a client rollout Migration of ScanFile documents The migration tool can transfer documents stored within ScanFile to FileDirector This can be found on the installation CD Instruction for this tool can be found in the same folder Upgrade and Update Page 59 FileDirector Installation Guide Network Security Usage of different ports INTERNET WAN INTERNAL LAN Port 88 Internal IP Address Port we 3 Port 88 gt e g 192 168 1 10 88 External IP Address HS ED Server Port 80 Webzerver Port 80 DG Internet http e g Port 80 https Port 443 Accounts Call of a companies fd server Webpage Firmenwebseite fd admins liS eg forn companies Webpage gt fd user If a request is sent to a server it is sent to a defined IP address and port 65535 different ports are available In order to us
89. nnect Field is used to identify the connected SharePoint document Select the FileDirector index field where the SharePoint documents identifier is stored in Notes Without this connection the synchronising process will fail If you connect two fields the corresponding index field contents of the target document will be updated Folders and sub folders in SharePoint document lists are ignored Their documents are treated as normal list documents and are synchronized The folder structure itself is not used in any way If documents are to be excluded from the synchronising process go to Synchronising condition and select an index field in SharePoint and FileDirector Add text into the field alongside If the entered text is found in both index fields the document is excluded from synchronisation If the index fields are selected but no text has been entered all documents will be synchronised Use Previous and Next to browse through the selected SharePoint document lists If only one document list has been selected only these buttons are disabled OK will save all settings Cancel discards all settings Both buttons return to the SharePoint document list display FileDirector SharePoint Integration Page 96
90. ns gt lt add key Accounts FDScanNamedGroup value fd scan named gt lt add key Accounts FDScanConcurrentGroup value fd scan gt lt add key Accounts FDUserNamedGroup value fd user named gt lt add key Accounts FDUserConcurrentGroup value fd user gt The value value for the default group name can be changed For FileDirector only these groups are relevant Other groups can be added to these groups to make them known for FileDirector Notes If other groups were used and created in an earlier version these groups must be mapped If they are not mapped they are not included and can be deleted Creating documents with 0 pages during index import If the connection field during the index import is not found in FileDirector it s possible to create documents with 0 pages To configure this in the file web config the following entry must be set lt add key FDServer IndexImportCreateOPageDocs value 1 gt Deleting double documents during index import If documents are imported several times it is possible that repeated identical documents exist To delete these double entries from the database and delete them also from the document storeage pool the following key can be set in the web config lt add key FDServer DeleteDuplicateDocuments value D Pfad gt General Administration Page 66 FileDirector Installation Guide Notes The path must be on the same storage location
91. nt used for this is specified in WebServer Config Utility Any account with the appropriate read and write permissions for the cache directory can be used as a cache user For security we suggest that you create a new user account for this purpose If the cache directory is pointing to a local drive a local user account will suffice The permissions of the cache user can be restricted further in order to increase the security of the system For more information see ncreasing the security system Notes If you use a cache directory on a network drive the cache user account requires the appropriate permissions The use of network drives is not recommended for security and performance reasons WebServer Page 39 FileDirector Installation Guide IIS 6 Configuration The settings below apply to IS 6 only If you use a later version of IIS skip this section and continue with Authentication Settings To open IIS Manager select Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Expand the nodes on the left hand side then open context menu for the virtual directory Web Sites gt Default Web Site gt FileDirector gt Web and select Properties First set up the ASP NET version Change to the ASP Net tab and set ASP NET version to version 4 x This should always be your first step because it affects other settings and procedures Once the correct ASP NET version is set the next
92. nterprise Manager the permissions to the cabinets and document types are granted by the administrator for this group Members of the group have no access to the system configuration even if they have all rights With the appropriate permissions they can manage the administrative part of the cabinets This group can only have the same number of the members as the number of named licences purchased Access for named users is guaranteed fd scan Members of this group have access to FileDirector Within Enterprise Manager the permissions to the cabinets and document types are granted by the administrator for this group Members of the group have no access to the system configuration even if they have all rights With the appropriate permissions they can manage the administrative part of the cabinets Members of this group have access to a pool of concurrent licences fd user named Members of this group are unable to scan documents This group can only have the same number of the members as the number of named licences purchased Access for named users is guaranteed fd user Members of this group are unable to scan documents Members of this group have access to a pool of concurrent licences Server account FileDirector will use the account specified to access the resources it requires such as Active Directory SQL Server and networked storage locations No other account including user accounts requires any access to FileDirector data
93. nvironments This ensures that on each workstation only the necessary components are installed and provided for further update routines Installation Manager Settings on the Server The Installation Manager is integrated into the server Configuration Utility after its installation In the upper part of the Installation Manager tab the server installed components are listed In the lower part of the window the profiles can be defined and the repository can be updated Add Profiles Default Profile After the installation a default profile is provided If only one profile is needed the settings can be created in this profile User Profile To add additional profiles select Add and enter the name of the profile After creating the profile it must be branded After the branding the components for the new profile can be selected Within the Setups folder a branded XML for the Installation Manager msi for each profile will exist These will be named InstallationManager_profilename Installation Manager Page 55 FileDirector Installation Guide Update repository The update repository is under the FileDirector path in the Inetpub folder and is created after selecting Update Repository The default path is C Inetpub wwwroot FileDirector Updates IIS Configuration Anonymous authentication for the update folder must be enabled Select the virtual directory of FileDirector and select the subdirectory Updates and open Pr
94. oAND value 0 gt For filter in several fields for one user 0 AND 1 OR lt add key FDServer CombineSearchFieldsWithOR value 0 gt When the entry is not present AND is set as the default value between the various fields Notes Please read in addition the section Relation of AND OR filters in the administration manual General Administration Page 67 FileDirector Installation Guide Do Not store document info Log For every document a history is created which can be viewed with the Info for the document All actions performed upon the document are logged manual changes and automatic changes from the schedulers e g Index Import This log is stored in the table doclog in the database An automatic action performed by a scheduler is an action from the user fd server In some circumstances many schedulers are used for automatic actions that the log becomes extremely large and the size of the database grows To avoid this the following switch can be set in the web config lt add key FDServer DisableDocLogLogging value 0 gt With a value of 0 all automatic activities of the schedulers are logged With a value of 7 all actions from the fd server are not written in the table doclog All manual activities performed by users are still logged Notes This setting only affects the document Info not the audit trail accessed from Enterprise Manager Scheduler activities are still recorded when configu
95. operties The configuration settings of the virtual directory are displayed Select the tab Directory security Edit the option Anonymous access and authentication Installation Manager on the Client Install the Installation Manager with the appropriate profile from the setups Folder For example for the ScanUser profile the location to use would be http servername FileDirector setups Installationmanager_ScanUser set up exe For the default profile use http servername FileDirector setups Installationmanager setup exe Alternatively the setups can be shared or copied to make them available to the clients On the client the Installation Manager runs as the service FileDirector InstallationManager If any changes are made in the app xml of the Installation Manger the service must be restarted This can be done by using the two scripts ServiceStop bat and ServiceStart bat Installation Manager Page 56 FileDirector Installation Guide The App xml contains the following lt xml version 1 0 gt lt configuration gt lt appSettings gt lt add key ServerURL value http server0 1 FileDirector gt lt add key UpdateFile value Products xm gt lt add key CheckOnStartup value True gt lt add key CheckTime value 17 06 gt lt add key CheckInterval value 1 gt lt add key Trace value True gt lt appSettings gt lt configuration gt CheckOnStartup True Checks for upda
96. ow this in FileDirector the DMZ mode can be activated where just selected commands can be allowed The settings can be configured in Enterprise Manager System configuration server active select server properties DMZ settings Network Security Page 64 FileDirector Installation Guide General Administration Settings in web config The file web config is stored in the virtual directory of FileDirector for general settings Apart from a few exceptions the keys are set by the FileDirector Configuration Utility However additional settings can be set for specific purposes can in the section lt appSettings gt lt appSettings gt lt add key WebConfig Version value 2 gt lt add key Server Language value de gt lt add key Server Description value FileDirector Web Service gt lt add key Server SessionTimeOut value 30 gt lt add key Database Type value MSSQL gt lt add key Database IntAuth value True gt lt appSettings gt After changes of the web config a restart of the IIS should be performed A restart can be done quickly by entering the command iisreset via Start Run on the FileDirector Server The IIS will be started at the next access e g via the WinClient or the Enterprise Manager automatically This can lead to a short delay when accessing Notes Note that the web config from versions 1 5 or earlier may not be able to be updated to the latest release
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98. r Installation Guide Notes If the Component Service is installed with the option Just me the button in the Office Application only exists for the user who installed the Component Service OCR Engine The OCR recognition is used for configuration of full text recognition and zone recognition including forms recognition The forms are configured with the OCR module in Enterprise Manager The configuration covers the zone configuration with which document types the zones are linked and which index fields should be read To configure OCR recognition in Enterprise Manager the OCR engine must be installed on the work station OCR engine can only be installed if Component service is installed Notes To be able to use OCR functionality a valid OCR licence is required Install OCR Engine on Server For OCR recognition two modes must are available e Full text recognition e Forms recognition The OCR engine must be installed on the server if full text recognition is to be performed Full text recognition is run on the server by a scheduler and must be configured in the database server as well Configuration is described in the Admin guide For file imports using zone recognition run on the server Component Service and the OCR Engine must be installed on the server Install OCR Engine on Client If zones for indexing should be read by OCR during scanning the Component Service and OCR engine must be installed on the client work station e S
99. r Installation Guide Web Farm License If a Web farm licence is used the same FileDirector licence is installed on each server in the farm IIS will automatically balance the load on the servers although options such as full text OCR and process management can be configured to run on specific servers within the farm Example Web farm Configuration FileDirector Web farm Configuration 30 Users N Each user can be logged on to any of the servers as there is an overall licence for all servers Licensing Page 17 FileDirector Installation Guide Server Configuration We recommend that prior to installing the FileDirector Server application the configuration information given below is performed taking into account the host operating system Authentication When installing FileDirector within a domain and you are intending to use Active Directory accounts for authentication it is recommended that you are logged in to the FileDirector host server using an account with Active Directory administrative privileges This account must also have administrative privileges for the server FileDirector is being installed to During a domain installation amp configuration the FileDirector user account and user groups can be automatically created in Active Directory from within the FileDirector Configuration Utility using the currently logged in account This account must have sufficient permissions to carry that
100. r Web open the context menu and select Properties Go to Directory Security tab and click on Edit in the Authentication and access control section Select Integrated Windows authentication and deselect all other settings including Enable anonymous access Click on OK to apply settings and to close the window Change to ASP NET tab and click on Edit Configuration The ASP NET Configuration Settings window is displayed Select the Authentication tab and switch Authentication mode to Windows Save settings and restart FileDirector WebServer Application Pool IIS 7 Settings The integrated Windows authentication settings are configured within IIS Manager Go to Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Select the WebServer virtual directory Web Sites gt Default Web Site gt FileDirector gt Web and open the authentication settings using Authentication on the right hand side Enable ASP NET Impersonation and Windows Authentication Disable all other settings Restart the FileDirector WebServer Application Pool to ensure the changes have been applied WebServer Page 41 FileDirector Installation Guide Forms Authentication Forms authentication is defined after installation Upon opening WebServer a log on form is displayed A user can log on with a valid user name and password Notes Forms authentication can be used with Windows domain accounts as well as inte
101. ramFiles CommonApplicationData InternetCache Programs CommonProgramFiles LocalApplicationData Recent Desktop DesktopDirectory MyComputer System Favorites MyDocuments Personal The default value is Personal When changing this value to ApplicationData the cache is created in the following directory Documents and settings lt user name gt Application data Set path directly The key below allows you to configure a path for the local cache directly lt add key LocalCachePath value C LocalCache FileDirector gt General Administration Page 70 FileDirector Installation Guide Component Service with changed local cache directory If the local cache was replaced on the clients the local cache directory may only be accessible for the currently logged on Windows user rights settings Component service normally starts under the account SYSTEM lf this account is not allowed to access the local cache directory OCR recognition will fail and generation of thumbnails of electronic documents with the EDOC engine is not possible Start Component Service under user Account The Component service on a client can be configured in services to be started under the relevant user account to ensure access to the local cache directory The User account and password must be entered if this user should work with OCR engine Switch off Component service If the following registry entry is set to 7 the FileDirector Component Service w
102. red Use ODBC connection with password For an OCBC connection which requires a password you can set the following entry in the web config file Example Standard setting lt add key FDServer ODBCConnectionString value DSN 0 Trusted_Connection Yes Connection Timeout 600 gt Example2 Setting with password lt add key FDServer ODBCConnectionString value DSN 0 UID admin PW D password Connection Timeout 600 gt The term 0 if available is replaced in runtime with the ODBC source which can be selected in the ODBC Links The setting 0 is not changed manually Trusted_Connection Yes is the previous standard setting used by the fd server as log in If this log in malfunctions you can set a user with password by using the key UlD user PWD Password Notes Exception when using external ODBC driver If the ODBC driver set is not windows compliant In DSN O the data source will be loaded from the registry from HKLM Software ODBC ODBC ini the data source cannot be allocated and the connection cannot be established For this exception you can set the data source for DSN 0 directly but keep in mind that the result is that only one ODBC source can be used General Administration Page 68 FileDirector Installation Guide Preserve ODBC Search Result When using ODBC searches to complete index data the key below can be set to preserve and use the data found from the previous search whe
103. rinter mappings Licensing To use the licence of FileDirector the VNP needs a licence file fda This is created if you load the FileDirector licence again using the ConfigUtility Virtual Network Printer Page 79 FileDirector Installation Guide RIP The memory for VNP is specified it is controlled dynamically This value should be set to 128 MB if large files are printed or higher resolutions are used If RIP memory is not sufficient quality can be reduced prints may not be complete or may contain stripes LPD Configuration When LPD printing is used the windows driver is not used This setting is necessary when printing from UNIX clients Start LPD VNP listens on port 515 LPD is used when different clients send print jobs With UNIX communication with a printer is mostly done via port 515 If a print job should be received via LPD VNP can be set to be ready to pick up data on this port In this case a printer will not send data via a PrintPlex port but will use a standard TCP IP port Create TCP IP port for printing from a client Setup a printer and create a new printer port for this printer e Select Devices amp Printers e Select Add a Printer e Network printer e Select the printer using IP address or Host name e Enter the IP address or the Host name e Configure the port to use LPR The byte counter should be enabled so that VNP does not remain in status being spooled If VNP is bein
104. rnal FileDirector accounts IIS 6 Settings The Forms Authentication settings are configured within IIS Manager Go to Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Select the WebServer virtual directory Web Sites gt Default Web Site gt FileDirector Web and open the context menu and select Properties Select the Directory Security tab and click on Edit in the Authentication and access control section Select Enable anonymous access and deselect all other settings Click on OK to apply settings and to close the window Change to the ASP NET tab and click on Edit Configuration The ASP NET Configuration Settings window is displayed Select the Authentication tab and switch Authentication mode to Forms Save settings and restart the WebServer Application Pool IIS 7 x Settings The Forms Authentication settings are configured within IIS Manager Go to Control Panel gt Administrative Tools gt Internet Information Services IIS Manager Select the WebServer virtual directory Web Sites gt Default Web Site gt FileDirector gt Web and open the authentication settings using Authentication on the right hand side Enable Anonymous Authentication ASP NET Impersonation and Forms Authentication Disable all other settings Save settings and restart the WebServer Application Pool Anonymous Access Anonymous access in WebServer allows users to access documents withou
105. rts are used If requests come from outside access the system only one port is normally enabled Through this port the basic authentication must take place External Log in Standard Authentication An external Log In is carried out via basic authentication because only one port is needed and through the firewall only those ports used for communication should be open The user has to log in with user name and password on the requested webpage The user account must be known in LAN External Access with log in using basic authentication If a user should access data from the FileDirector sever from outside with log in he must be known in the LAN with his account and this account must be in one of the FileDirector groups fd scan Accounts on domain controller Tel The user calls FileDirector with WinClient 1 or WebServer 2 via Internet 3 and receives a Login window The Firewall 5 has only one open port 80 4 which only allows basic authentication In IIS 7 basic authentication must be allowed For log in of internal clients 8 and 9 Windows authentication can be used This must also be activated in IIS on 7 Network Security Page 61 FileDirector Installation Guide External access without log in If a user should access data from the FileDirector sever from outside without a log in or with not having their own account in the network anonymous authentication can be used A special windows user for anon
106. s do not allow limitations on duration of an implied warranty so the above limitation may not apply to you CUSTOMER REMEDIES Spielberg s entire liability and your exclusive remedy shall be the replacement of the Compact Disc and or Diskette not meeting the LIMITED WARRANTY and which is returned to Spielberg or Spielberg s marketing affiliate Spielberg Solutions Limited with a copy of your receipt or otherwise The LIMITED WARRANTY is void if failure of the Compact Disc has resulted from accident abuse or misapplication of the software No liability for consequential damages In no event shall Spielberg or Spielberg s affiliates their distributors or dealers be liable for any damages whatsoever including without limitation direct or indirect damages for personal injury loss of business profits business interruption loss of business information or other consequential or incidental damages arising out of the software the use thereof or inability to use the software even if Spielberg Spielberg s affiliates their distributors or dealers has been advised of the possibility of such damages Some states or jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages so the above limitation may not apply to you Disclaimer of indemnity Spielberg Spielberg s affiliates their distributors and dealers shall have no obligation to indemnify you against any claim or suit brought to you by a third party
107. scecsssnceseeesceneacssnsusneystenasabeusuenesaneuassbeusvenesabeeassyeseneecteneaaseeasess 29 Max Number of hits in Withistsscssccsssssscscssseecscssseesssasscesssasscesssasscesssasauesssanauesseasauesssasaeeseeaeaeess 30 FileDirector Configuration database AAA 30 td 31 LICENCE ele e EE 31 ll TEE 31 Server URL sisivscasveedienstenewasss seca saceneuasguevduenstonuaueseceea ssdoaeuassesunenslonavsevevecussaduaauassueneterstaaveaddss 31 A tomatic OSM WEE 31 SMTP Sereia E ge 32 Web EE 32 Ree jo en a A E A E E A EE O A ates tenets 32 CONNECTION TEST n a E E E AE T 32 Manually Create Groups and Account 33 Security settings for database ACCOSS cssssseccccceeseeeeceecceeeccaaueesseeceeeesueseeeeeeeeesesssaaaeseseess 34 Problems during Server testing irereroinnnsnenann annia a nianse sneren aa a a answa nai sts 35 Error during server check IGetcCabiners 35 Vebzerdgt seggegeeseb gGetggese gek GEER SE ER NEEEZeE RSC EREE Nee eh Geng seg OO Reoulrerpebl ougscegregegegregegugeegugeegegegegegegegege gege ege gege e ee raea e deeg gegegeeegegeg Ee 36 EEN Ee 36 GINS a escort cece cave ce necece Sec cect cececect testcase tentca ct tentce ct tonics AAR 36 ME 37 Creating a new Application Pool 37 Create an Application Pool Usel 37 Create an Application Pool NS 7 38 Install FileDirector Web erver 38 FileDirector WebServer Conflguratlon 38 Cache Configuration nnn nln nnn nnn nnn nneeeneeeeeeeeeeeeeeeeeeeeeeeseeeee
108. se Manager the option start in browser is available which will open the following URL s For WinClient http servername filedirector wincweb default htm For Enterprise Manager http servername filedirector emweb default htm Notes For Enterprise Manager use the same procedure as described for the WinClient Here you just have to create the folder EMweb Installation of Applications Page 53 FileDirector Installation Guide If no page is displayed when attempting to open one of the pages please check the following settings e NET 2 0 was not installed correctly e Does the WinCweb folder exist and is it at the correct location e Are the security settings in the IIS correct e Was the branding run before the WinClient installation Does the server URL in the app xml exist e Was the trust activated AFTER the URL of the server was written to the app xml e The date for http header content expires was activated and must be unchecked See http Response Header Setting for WinCWeb EMWeb Installation of Applications Page 54 FileDirector Installation Guide Installation Manager Advantages of the Installation Manager The Installation Manager provides an easy way of rolling out the different components of FileDirector and to ensure that the components installed on clients are the latest versions By creating different profiles the installation Manager offers the opportunity to adopt the roll out to different e
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111. stallation is authorised using a licence file which contains the name of the licensee the licence options serial number and specific server parameters Serial number The serial number is a unique 25 character code which is supplied upon purchase of a FileDirector system Enter this number when running GetSiteCode exe This will produce a Site Code file called serialnumber fds Licensing through the Configuration Utility Licensing the FileDirector server can be carried out using the Configuration Utility Open the Configuration Utility on the server FileDirector is installed on Select the Licensee tab type in the serial number and press the Get licence button The Configuration Utility will then collect the licence and activate the FileDirector installation Obtaining a Licence using a Site Code Copy the program GetSiteCode exe to a directory located on the server where the FileDirector server application is installed Run GetSiteCode exe and enter the serial number into the window which appears A file with suffix fds is created which contains the Site Code for the server In your browser software go to www spielbergsolutions com fdlicence and browse to the location where the fds file was saved by clicking on the Choose file button Click on Get FileDirector Certificate The certificate for your FileDirector Installation will be created An fdc is generated and sent which must be saved to the FileDirector server
112. t having an account Anonymous users are logged on with a standard account which is used for all anonymous users This account is a normal user account whose rights can be configured within FileDirector Enterprise Manager WebServer can use two types of anonymous access Public and Guest When using Webserver with a public access the user is not asked for credentials and all users are logged on automatically with the predefined anonymous user account Logging on with a different user account is not possible If a guest account is used the log on form is displayed In addition a Guest button is displayed on the form The user can use their own account log on anonymously by clicking Guest When logging on as guest the user is not asked WebServer Page 42 FileDirector Installation Guide for credentials and the log on process is executed using the predefined anonymous user account To use WebServer with one of the two anonymous access types you have to configure Forms authentication Please follow the instructions in the relevant section of Forms Authentication Afterwards restart the FileDirector WebServer Config Utility and go to Accounts tab Select Allow anonymous access and enter the user name and password Choose between Public or Guest access type Notes Ensure that the selected user account is a valid FileDirector user and a member of corresponding FileDirector user groups Enhancing System Security The follo
113. t a password window If the enhanced security for Internet Explorer is installed the browser does not send the user information and Windows authentication cannot be used Impersonation Error in Global WriteMini If the message Impersonation error appears during the server test the login of the user fd server was not successful Server Audit trail The login procedure of the FileDirector Server is saved in a log file called fdserver log and is written in the folder Windows temp filedirector server The file has a timestamp for every server start Here you can possibly find hints to an incorrect start of the server General Administration Page 76 FileDirector Installation Guide Check the password of the fd server Depending on the settings Windows 2003 Server requires a complex defined password If in the ConfigUtility the user fd server is created with a password which is not allowed because of the 2003 server complexity rules the fd server will have no access to the FileDirector Server The password should have a minimum length of 8 characters and include a capital letter and or a number Parts of the user name are not allowed Rules of complexity e The password must not contain a part or the full account name of the user e It must have a minimum of 8 characters e It must contain characters from three of the four following categories e Capital letters from A to Z e Lower case letters from a to z e Numeric b
114. t on the server in Setups WinClient app xml for Rollout for all later installed Clients Taking over settings during installation If these settings should be automatically written into the configuration files during the installation of the WinClient or Enterprise Manager this section must be copied to the file APP XML in the installation directory of both applications with the default path being Program Files Spielberg Solutions GmbH FileDirector Server Setups Change TCP port http port 80 By default port 80 is used for FileDirector If the default port is changed the port in the IIS settings for the default web page must be changed Example If the TCP port is set to 82 the connection with the WinClient or Enterprise Manager can only be successful if the port in the URL to the server connection is entered The server connection to the Enterprise Manager or WinClient must be entered as below http servername 82 filedirector Notes The change of a port could be useful for maintenance jobs You can make sure that no user can login FileDirector if maintenance or an update is being carried out because the URL with port should be configured at every client Once maintenance work is complete the port can be set back to the old setting General Administration Page 75 FileDirector Installation Guide Information about users and groups As a basic principle the group s fd admins fd scan fd scan named fd user
115. ted Database Configuration and all document information is stored in databases Saving databases can be done using automatic backups executed from scheduled tasks in SQLServer or be performed by physically saving files FD_XXX mdf and FD_XXxX ldf XXX denotes the unique cabinet ID Documents The document data of cabinets is located in the directory filedirector data Below this directory in the subdirectory FD_XXX CAB is stored XXX denotes the Cabinet ID of the relevant cabinet This data must be backed up Upgrade and Update Page 58 FileDirector Installation Guide Upgrade Enterprise Manager and Cabinets Enterprise Manager has to be uninstalled and reinstalled in order to update see Installation of Enterprise Manager Updating of cabinets After the server test run Enterprise Manager In order to update a Cabinet select Cabinets in Enterprise Manager then choose on the right side of the Enterprise Manager the Cabinets you want to update and use the command update cabinets from the right mouse menu The version numbers should be displayed with the Cabinet name and description Upgrade clients Delete the local cache after an update The default path is C documents and settings USER My documents FileDirector During a restart of the WinClient the local cache is automatically created Plug ins for WinClient If you have earlier versions of Plugins installed in the WinClient they have to be updated to the
116. tes when the Enterprise Manager or the WinClient is started False Does not check for updates CheckTime Once per day on a specified time it is checked for updates ChecklInterval This interval is set in minutes The value 0 means no interval Trace True A log is created on drive C False No log is created When the Installation Manager updates the software components an update symbol is shown in the taskbar tray Installation Manager Page 57 FileDirector Installation Guide Upgrade and Update Software Assurance The licensing of FileDirector must be within a valid maintenance period to be able to perform an update or upgrade Please check the expiry date of the maintenance held in the licence You find the information on the FileDirector server using the Configuration Utility or in Enterprise Manager When FileDirector is not within a valid maintenance period the software assurance needs to be renewed Contact your authorised reseller You must import a renewed licence to extend the validity of the maintenance period Please refer to the Licensing chapter Notes Any update to FileDirector including replacing single DLL s can only be done when the installation is within a valid maintenance period Backup data Web config In the web config from the virtual folder of FileDirector the configuration settings are saved The old web config should be saved before an update During an update the old web config is upda
117. uthentication Setups Authentication The directory security of the virtual directory must be set to Anonymous Access for workstations on the network to install from the FileDirector Website Enable Anonymous Authentication and disable all other options HTTP Response Headers for Setups Select Set Common Headers and set Expire Web content After 5 minutes HTTP Response Header for WinCweb and EMweb Select the respective virtual directories for WinCweb and EMWeb and select the window Set Common Headers and uncheck the option Expire Web content IIS Configuration Windows 2008 Page 24 FileDirector Installation Guide Configuration Utility Overview The installation of the FileDirector Server will create a desktop icon for the FileDirector Configuration Utility The installation must be configured before attempting to run FileDirector for the first time The FileDirector Configuration Utility is used to e Configure server settings such as the web site and application pool e Specify the user account which is used by the FileDirector Server e Create the user group s fd admins fd scan fd scan named fd user fd user named for FileDirector in the system e Connect FileDirector Server with SQL Server e Configure the default document storage location e Define the URL from where the Client installations should be started Branding writes the URL in the APP xml e Load the licence file e SMTP configuratio
118. value 0 gt General Administration Page 69 FileDirector Installation Guide Relocate local cache when server profiles are used The WinClient and Enterprise Manager uses a local cache to store new documents recently displayed documents and settings This cache is normally located as a subdirectory FileDirector in the user accounts My Documents In some network environments the directory My Documents is located on a central network storage location in order to include this data in backup strategies Because of performance and being able to work offline without connection to the server or network at all it is advisable to relocate the local cache to a local directory The storage location of local cache can be set in the file APP XML on the server which is then copied to the application path of the WinClient and Enterprise Manager If the path to the local cache is changed after installation and the relevant path entry is not available in the file APP XML on the server it can be changed directly in the app xml of the WinClient and or Enterprise Manager C Program Files Spielberg Solutions GmbH FileDirector WinClient C Program Files Spielberg Solutions GmbH FileDirector Enterprise Manager lt appSettings gt lt add key LocalCacheKey value Personal gt lt add key LocalCachePath value gt lt appSettings gt Set path in with keys The possible values for LocalCacheKey are ApplicationData History Prog
119. wing section describes settings which increase the security of your system These settings are optional WebServer is fully operational without these settings and has sufficient security The settings are examples for Windows Server 2003 and Windows 7 They can be applied to other Microsoft Windows operating systems Notes If you want to apply these settings it is strongly recommended to create a separate account for the cache user This will prevent possible side effects on other areas where the account is used Edit Local Security Settings The steps below will stop the cache user account logging on interactively and allow the account to log on as a batch job only Once set it is no longer possible to log on to the system with the cache user s account In case of an unauthorized access this restriction circumvents a direct log on and prohibits an access to other system components Windows Server 2003 To edit the cache user s permissions open Control Panel gt Administrative Tools gt Local Security Policy Select Security Settings gt Local Policies gt User Rights Assignment On the right hand side you ll find policies Log on as a batch Job and Deny log on locally Add the cache user s account to both security policies Windows 7 To edit the cache user s permissions open Control Panel gt Administrative Tools gt Local Security Policy WebServer Page 43 FileDirector Installation Guide Sel
120. with the OCR recognition The FileDirector OCR Engine exe config file is in the following path Program Files Spielberg Solutions GmbH FileDirector Component Service OCR Engine Very occasionally multiprocessor systems can cause problems with performance and delays with OCR reading All processors First processor Second processor First and second processor Only on processor 3 First and third processor OO Go zz CH Notes Rule to configure the binary parameter 1 2 4 8 16 32 that means 4 3 position 3 processor e g with 4 processors the scale is up to 1 2 4 8 now the numbers are summarised 1 first 4 third 5 Installation of Applications Page 51 FileDirector Installation Guide ISIS Add on By default the WinClient supports Canon and Plustek document scanners directly via integrated drivers and other scanners via TWAIN A FileDirector ISIS Add on can be integrated into the WinClient which offers support for scanners with ISIS drivers In order to use this option a licence is required Select the link Install for ISIS Add on and execute the installation from here As soon as installation starts a welcome window is opened Click Next and the window where the installation can be started opens Selecting Next will complete the installation Installation Issues Msi File could not be found Possible reasons for the application installer file not being found are e Check security settings in I
121. ws authentication account fd server is used Connection with SQL account When using a special SQL account this account must be configured with a relevant password in SQL server If this connection is used SQL server must allow this type of log in This is set within SQL Server Management Studio Properties Connection pools With Connection pooling a physical database connection can be reused and shared If the server accesses the database SQL server must provide a database connection for the database operations As the establishing of a database connection is a resource costly operation a database is not closed immediately after a client stops working If the operations with a connection are stopped the connection is not closed but is returned into the pool of free connections The big advantage of a connection pool against a normal database connection is that initially some connections are opened and can temporarily be provided for single clients With this method a relatively large number of clients can work with a relatively small number of database connections Configuration Utility Page 29 FileDirector Installation Guide FileDirector supports the usage of connection pools where Max Number of connections denotes the maximum number of database connections which FileDirector Server can establish with SQL server Connection time out seconds denotes after which time a connection is automatically removed from t
122. y Accounts select user Properties Database Access Select Databases FDConfig FD_xxxCabinets Problems during server testing Documents cannot be checked in The system time of clients must not differ more than 5 minutes from the server system time otherwise the server will refuse to check in documents Mandatory fields were not filled The connection to the server is disconnected network problem The storage pool is false full or the access for fd server is not allowed Setting of storage pool Server message No valid storage pool data found If this message appears when checking in documents from the WinClient the settings or access rights of the storage pool is not OK Check if the storage pool points to a valid directory and if this directory is accessible for account fd server Error during server check GetCabinets If an error appears during checking of the server this may come from access with account fd server The following settings should be checked more detailed information can be found in the respective sections The fd server account password must conform to the rules of the host domain operating system and must have been entered correctly in the Configuration Utility e Was log in performed as domain administrator when installing FileDirector Server e Have fd groups and account fd server been successfully created e Are the settings of IIS correct Test Connection e Has the dat
123. ymous access is configured IIS provides a default account USR_Servername for anonymous access lf USR_Servername must be able to access FileDirector data the account must be member of one of the FileDirector groups of the domain 6 for example fd scan In IIS 7 anonymous access is allowed for this account in the application FileDirector Web If an unknown user logs to WebServer 7 he should connect with account IUSR This anonymous user is stored in web config by ConfigUtility so that WebServer can automatically use it The Firewall 5 only offers one open port 80 4 which only allows basic authentication Therefore in IIS 7 basic authentication must be allowed for application FileDirector Web Security problem using WebServer in internal network If for example a Trojan is infiltrated into a network by an Email this Trojan might open ports of its own and establish a connection over different ports If only one firewall exists the open ports are directly available for attacks from outside In order to avoid that access to the internal network is carried out directly from the internet a demilitarised zone DMZ can be setup using a second firewall FileDirector WebServer can be configured in this zone In DMZ only basic authentication with a single port is allowed Network Security Page 62 FileDirector Installation Guide Configuration with a DMZ Demilitarised Zone INTERNET WAN INTERNAL LAN

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