DOCUMENTACIÓN TPGT-DOC-20090001-01
Contents
1. INTEGRATIONS RIGHTFAX RightFax Adapter Database RightFax Repository SHAREPOINT 2003 SHAREPOINT 2007 82 windo C33 win 3 En Workflow Web Access seleccionar Default Web Site d Search Results 4 amp Configuration Utility amp Captaris Workflow Captaris Workflow Server Components SQL SERVER APPLICATION SERVER Server Visual Studio 2005 Integration Exchange Role Based Task Assignments INTERNET INFORMATION SERVICES SERVER INTEGRATIONS RIGHTFAX RightFax Adapter Database RightFax Repository SHAREPOINT 2003 SHAREPOINT 2007 82 windo Configuration Utility Application Server Role Based Task Assignments Select an ADAM instance for user role administration and assignment Local ADAM Instances O Remote ADAM Instance Location Machine Name Port Number tv Inbox dbz n 8 teampl captar Config Configuration Utility Workflow Web Access Internet Information Services Server Web Location Workflow Server Location Select which website s will use Captaris Workflow Web Access and specify a model path under which the model webforms will be saved Websites Default Web Site Model Path This path can only be set once Subsequent path changes require removal of the component and migration of any existing models C Program Files Captaris Captarisworkflow web Workfl2. etae Fie Action Authentication Methods a IE v Anonymous access No user name password required to access this resource B Internet Infc An Status os pev Account used for anonymous access 5 web Username OS DEV TEMPLATESASPNET z D p Password i IP v Allow IIS to control password d e Authenticated access s t For the following authentication methods user name and password e are required when anonymous access is disabled or E access is restricted using NTFS access control lists amp Sed el ix C Basic authentication password is sent in clear text gt ad Default domain i E S E Realm S E amp v Integrated Windows authentication E G C elp gt Defa Configuracion de Servicios Windows 1 En Control Panel Administrative Tools Services verificar los siguientes Servicios e Captaris Workflow Active Directory Service e Captaris Workflow Event Handler e Captaris Workflow SWS 2 Si no se encuentran instalarlos ref Manual de Captaris Setup the Data Access Layer a Abrir la ventana de DOS b Navegar hasta C Program Files Captaris Captaris Workflow RemotingSupport c Escribir el comando InstallUtil CaptarisWorkflowSWS exe d Verificar que la instalaci n se haya realizado con xito The Commit phase completed successfully http www tecnoport
3. 1 Run mmc azman msc Type the name of a program folder document or Internet resource and Windows will open it For vau mmc azman msc m 2 Con bot n derecho sobre Authorization Manager seleccionar Open Authorization Store http www tecnoportales com ar info tecnoportales com ar Page 16 of 29 Manual de Instalaci n TCi d Captaris Workflow CET ITI Ta e Ao V Maje Hep ud ura bomi Dl ATTEN D o reia stores Selectos ore he AO Parr iras duelxsi pauls det nde tian period For peo Tull onem be Rabia Maree pabed Tous Pe Acotar Far ager you must est create aora pha f vaa inr ao dyap er opes an Mira oedriccss faga enm pin aufer cabos stone F ona ane an can ator fee t Ope ano ecran safe wn e es mer cc Opes Tug Rub Wie jo ete ire oon doge outs glace ena lici Mena Ez tor re oni bow soi nmm n pom mcm Fil nie rise soe Seit ar Ahoari Sire f rici pe seeing Ad citado arepa odio 3 Seleccionar la primer opci n y cargar el siguiente valor msldap localhost 50000 CN RoleBasedTaskAssignments DC Workflow DC CAPA 4 File Action View Window Help gt EJ ERI 7X Eh EE Authorization Manager Name Tvpe Description RoleBasedTaskAssignments C Groups Container Application Groups Open Authorization Store Select the authorization store type Active Directory CO XML file Store name meldap localhost 50000 CH RoleB asedT askAss
4. 1025 65535 LDAP per number SiL col number 52001 6 Pasar a la siguiente pantalla Click Next 7 En Application Directory Partition seleccionar la segunda opci n ingresar el siguiente valor y pasar a la siguiente pantalla a Partition name DC Workflow DC CAPA E Active Directory Application Mode Setup Wizard Application Director Partition amp n acplcaicn drectory partition stores acpleation specihic data Do you wan to cieate an egplicsten director pertiaon for this rotanga of AD AM No do nx crate an application drectory pation Select the cpkon f the application that you pan to install cieates an application drect upon metellaton ar f you plan lo create one aler G Ves create an apelicalion director partition Select the opion f the apclication that you pan lo instal doss nal create en sppazstion drsclom patton upon instalstan A valid pation name is any dislinguthed name that doe not ateady exalt n tha instance Example dizngushed mame LH Partition 1 DC wWwoodorcve DC aC UM Faitbon name DC Wworkfow DCSCAFA 8 En File Locations puede cambiar el directorio de localizaci n de los archivos o dejar los valores predeterminados y pasar a la siguiente pantalla http www tecnoportales com ar info tecnoportales com ar Page 7 of 29 Manual de Instalaci n Il CNO Captaris Workflow 3 Active Directory Application Mode Setup Wizard You can specily a locaton lar each hype of fle
5. Microsoft S 8 Item s 6 DEC E 10 13 a m aes IJO Mo 10 5 am http www tecnoportales com ar info Qtecnoportales com ar Page 26 of 29 e Manual de Instalaci n a Il C NO Captaris Workflow Portales 5 Buscar el backup CaptarisTeamplate 6 En Tab Options seleccionar Overwrite the existing database 7 Click OK Visualizaci n de Modelos en Entorno Captaris 1 Ejecutar Captaris Workflow L Captaris Administrative Tools PR Integrations 7 ADAM al Manager 4 User Administration 2 Ingresar Usuario y clave o User Admin o Password http www tecnoportales com ar info Qtecnoportales com ar Page 27 of 29 wa a Manual de Instalaci n Il C NO Captaris Workflow Captaris VVorktlow Version 6 5 Uzer Admin Password EET H Log on to workflow default amp Server localhost a Lancel Help 3 En la carpeta Models encontrara los modelos con el nombre correspondiente 4 Sobre el modelo con bot n derecho seleccionar New Process 5 Se genera un nuevo proceso donde puede observar el modelo correspondiente Esto permite ver el modelo http www tecnoportales com ar info tecnoportales com ar Page 28 of 29 PS Manual de Instalaci n 1lzC de Captaris Workflow Wo E Errores Frecuentes AZMan Error de permisos en Captaris que provoca la falla en la tarea que se ejecuta e
6. a Crear una instancia de 404M E Editor ADSI de ADAM ES simbolo Lin editor de bajo nivel de interfaces de los Directory 2 Con el bot n derecho en ADAM ADSI Edit seleccionar Connect to Sete ese eed E Db PA IT A A ion mt Ti i a 3 Colocar los siguientes valores a Puerto 50000 b Conectar al siguiente nodo Seleccionar la primer opci n Nombre Completo DN o Contexto de Nomenclatura Colocar el siguiente valor DC Workflow DC CAPA http www tecnoportales com ar info tecnoportales com ar Page 10 of 29 Manual de Instalaci n Captaris Workflow Configuraci n de conexi n Nombre de conexi n Mi conexi n Nombre de servidor localhost CO Contexto de nomenclatura conocido Conectar usando estas credenciales 2 La cuenta del usuario con sesi n iniciada Q Esta cuenta 4 Click en Aceptar 5 En la instancia creada 50000 verificar la existencia de las siguientes carpetas a CN ForeignSecurityPrincipals b CN LostAndFound c CN NTDS Quotas d CN RoleBasedTaskAssignments e CN Roles lt ADAM adsiedit Editor ADSI de ADAM Mi conexi n localhost 50000 WC Workflow DC CAPAXCN alg E File Action View Window Help e gt aa X fE E m gA Editor ADSI de ADAM Mos B H Mi conexi n localhost 50000 B DC workflew DC CAPA There are no items to show in this view Ea CN ForeignsecurityPrincipals m CN LostAndFound 9 CN NTDS Quotas CN RoleB
7. e Manual de Instalaci n p Me i Re Captaris Workflow Xore tay es DOCUMENTACI N Manual de Instalaci n Captaris Workflow Elaborado por TecnoPortales Desarrollo de Software 2009 TPGT DOC 20090001 01 http www tecnoportales com ar info tecnoportales com ar Page 1 of 29 wa a Manual de Instalaci n Jc N de Captaris Workflow JWOrtales Contents Requerimientos de Sistemas para Captaris Server IIS ServVer ooooncccnncccnnoccnnnccnnnncnnnanononaccnnaccnonacnnns 3 ea A 3 MSTA AC OM AW pta 4 Crear una nueva Instancia en ADAM cositas acordate iris 4 Configuraci n de Permisos en ADAM cccsccssccceccsscceeeceeccceeseeanecseceuececeseceeceeeauceseeeaeeeeeeaeeeaees 10 Instalaci n de Captaris Workflow ccccccsccsseccsecseecesecnecseecseceeeeeseceeeeseesneeseeeeeseeeeseeaeetseeeseeeaees 13 Configuraci n de Captaris WOorKTIOW ississusivsv evssee v axeMkvs sasasandwessannyeadvaseeussedawasbdobusesceaawnbiededecsweseatas 14 Configuraci n de Permisos en AZMAN esee nne ness assente ense seen enne 16 Conero onde ETE mE 19 Configuraci n de Servicios WINGOWS cccsecsseccsccsecceeceseccseeeseeeseceeceeecceuceseeeseceeeeeeesneeseeeseeaeenees 21 Configuraci n de Base de Datos Captaris sess eene nn enne nis 24 Instalacion de Hot Fix Captaris sintio 25 Actualizaci n de Base de Datos Captaris ssssssessesreseeseeseoseoreeresresrrsrrsrrseeseosessessesse
8. Multi valued Distinguished Name With SecurityPrincipal Editor Attribute menber Values Name Cortaner Cetngashed Name CNu 1 5 18 C Pa e eroe nuntermop as D Administrators TECB2A9 E316 4A26 BC38 608 552 Meddniretrators NeRoles CN Configuras Selec Users or Groups Select ts object pe Users Groups or Bukin tecu prepa From the locaban YYCDSKCO2314 a Instalaci n de Captaris Workflow 1 Ejecutar CaptarisWorkflowSetup exe 2 Seleccionar Server Installation y seguir instrucciones de instalaci n http www tecnoportales com ar info Qtecnoportales com ar Page 13 of 29 _ 9 Manual de Instalaci n TECNO Captaris Workflow Xore ta ec iS Captaris Workflow InstallShield Wizard Setup Type P Choose the setup type that best suts your needs Please select a setup type C Client Instalation Ths alows you to choose which Captaris Workiow end user dient epplicacons wil be installed Th amp alows wou to choose which Captaris Workflow server components wil be nales In addition wou can select which dient applications wil be installed on the server instal Shred He Configuracion de Captaris Workflow 1 En Server Verificar datos de SQL Server d Search Results Ke Configuration Utility a E Captaris Configuration Utility Workflow Add n Captaris Workflow Server Components Application
9. Server Server ientOutlookAddOn e SG SERVER Select a Microsoft SQL Server instance to associate with the Captaris Workflow Teamplate Database SOL Instance Name Selection Available SQL Server instances DS DEV TEMPLATE local APPLICATION SERVER 5 Visual Studio 2005 Integration i SOL Server instance name Le myServermylnstance Exchange Role Based Task Assignments INTERNET INFORMATION SERVICES Authentication Type SERVER Connect with Windows Authentication Integrated Securit L workflow Web Access g y Connect with SOL Server Authentication J INTEGRATIONS Login Password RIGHTFAX RightFax Adapter Database gt Secure data access connection string RightFax Repository SHAREPOINT 2003 SHAREPOINT 2007 IK TN N N _Comgue em BA Windon Captari teampl tv Inbox By confia z Instala EDO e E 09 58 a m eee nn nnn e ese vw ALA http www tecnoportales com ar info tecnoportales com ar Page 14 of 29 Manual de Instalaci n Captaris Workflow 2 En Role Based Task Assignments Seleccionar la instancia de ADAM creada a Search Results Configuration Utility amp Captaris Workflow Captaris Workflow Server Components SQL SERVER APPLICATION SERVER Server Visual Studio 2005 Integration Exchange Role Based Task Assignments INTERNET INFORMATION SERVICES SERVER Workflow Web Access
10. State Service Bs Automatic Updates Ba Background Intelligent Transfer Serv Ba Captaris Workflow Active Directory Ba Captaris Workflow Event Handler Ba Captaris Workflow SWS Bs ClipBook Be com Event System Es COM System Application Be Computer Browser Bs Cryptographic Services BeDCOM Server Process Launcher Be DHCP Client Distributed Link Tracking Client Sa Distributed Transaction Coordinator amp amp ADNS Client Bs Error Reporting Service Event Log Sis Extensible Authentication Protocol 5 Sis Falcon Server Service By Fast User Switching Compatibility Manual de Instalacion Captaris Workflow Captaris Workflow Event Handler Properties Local Co General Log On Recovery Dependencies 73 Log on as Local System account _ Allow service to interact with desktop This account H WOT d Confirm password You can enable or disable this service for the hardware profiles listed below Service Enabled Hardware Profile Profile 1 Enable All Started Apply Provides m Manual Local System iv X Extended A Standard Start amp wind v Inbo T untitl SIRE Q capt mo qul Ga instal 4g admi Mi 6 Seleccionar This Account y buscar el usuario de Captaris Browse E Services File gt DFB BE si Ka Services Loc
11. associated with this inclance ol ADAM Spacily the locskons bo store lies associated wh ADAM Data fis Program Files Microsok AD AM unslance data Oatarecover Mes C Program Files Microsok AD AM instance vala 9 En Service Account Selection seleccionar la primer opcion y pasar a la siguiente pagina Active Directory Application Mode Setup Wizard Service Account Selection AM performs oceralions using the pemireng associated wih the account you select te up ADAM lo perloim comations using the penmizsons associated with the lolowing account Network service accoun ADAM hes the peissons ol the delaul Windows service accourt C Tht accourt ADAM has the pemison ol the selected account Ensure bal the sccoun you select it sel up lo run as 4 service 10 En ADAM Administrators seleccionar la primera opci n y pasar a la siguiente pagina http www tecnoportales com ar info Qtecnoportales com ar Page 8 of 29 Manual de Instalaci n TCi d Captaris Workflow Active Mrectory Application Mode Setup Wizard ADAM Administrators You can specily the Leer or group that eil here administrative privileges for the nalance of ADAM Assn the lolowing user or group of users administrare permiesors lor ADAM Ce Conenty logged on user CAPT ARIS SG aomingF u The user that is iretaling ADAM wil have admirisirabwe permission for this nelance of ADAM C Tha accourt The seected user ar group wil
12. b WorkflowWSL principal c WorkflowForms65 2 Si no existen verificar la configuraci n anterior en Workflow Web Access Internet Information Services Fie Action Wiee Help OD X BE E E ADA gt wn WE Internet Information Services Name Path Shstus MB 05 DEV TEPPLATE local computer ea bin iL Web Stes 3 Admin esee x pi iei 3 CMSService asma e qe 8 Designer anseris 8 InfoP sthSer vice asma Printers diei 8 PrecomplledApo config Workflow WebAccess b apie SP WOWW 3 SharePork asi WorkficeiFornms55 Bem TE x a yipewet heri JE Li E Wages 88 worki kDa aser B derived B worHlowEngines scm E private 3 WSL Installation Ext x Y vti_onf 2j vti log e vt pot n ovt script m vt txt amp 2 Default SMTP Virtual Server Miki sem mm se 3 Dentro de las propiedades de WorklfowWSL hay que configurar correctamente el usuario de acceso sino el Web Service no podr conectarse Sobre WorkflowWSL con el bot n derecho seleccionar Propiedades 4 En la solapa de Directory Security seleccionar Edit Ga instance PEA ram http www tecnoportales com ar info tecnoportales com ar Page 19 of 29 Manual de Instalacion l Captaris Workflow Fie Action View Heb e OB FB OM F gt Internet Information Services Name fl OS DEV TEMPLATE local computer tin LJ web Stes 8 Admin asm HTTP Headers Custom Emors ASP NET Delouk web
13. have sdmirisirabwe permissions for this nHante of ADAH You can choose ary usel ar group from this computer this computer s dinar or any demain ihat is rusted by this computers doman C Le 11 En Importing LDIF Files seleccionar la segunda opci n y agregar los 4 archivos a Seleccionar MS AZMan LDF click Add Seleccionar MS InetOrgPerson LDF click Add Seleccionar MS User LDF click Add Seleccionar MS UserProxy LDF click Add Pasar a la siguiente pagina o 29 amp 7 Active Directory Application Mode Setup Wizard lmgsoriag LDIF Fides You can import dala fom Lightweight D recor Interchange Format LDIF fies irto your ADAM application directory partition To corfgure the ADAM service in a spechic way moot one or more of the LDIF Aier beled Saler O Do mol import LDIF tiles for this nstance of ADAM impor be selected LDIF files For this nstance of ADAM uavable bles 5 elected LDIF fies MS 42 Man LDF MS InetOrg ersor UDF IS User LOF MS UserProne LOF lt Back Next gt http www tecnoportales com ar info tecnoportales com ar Page 9 of 29 w Manual de Instalaci n src Ka Captaris Workflow 12 En Ready to Install leer datos de instalaci n y finalizar la instalaci n Configuraci n de Permisos en ADAM 1 Seleccionar dentro del men de ADAM Editor ADSI de ADAM iEn Captaris H ir Administrative Tools fm ADAM S9 Ayuda de ADAM
14. www tecnoportales com ar info Qtecnoportales com ar Page 3 of 29 wa a Manual de Instalaci n TECN d Captaris Workflow Controlar si lo tiene instalado Verificar en Control Panel Administrative Tools 49 Administrative Tools File Edit View Favorites Tools Help 5 ES Back y 27 A Search ie Folders EEE RA Folder Sync Address 409 Administrative Tools Copy ts Te d Scis ie Name Size Type Date Modified d inis Hee Sf B Active Directory Domains and Trusts 2KB Shortcut 18 12 2008 07 28 a a E mail this File E Active Directory Management 2KB Shortcut 18 12 2008 07 28 a MS ied Active Directory Sites and Services 2KB Shortcut 18 12 2008 07 28 a Delete this Fil 54 ere E IPR e A Active Directory Users and Computers 2KB Shortcut 18 12 2008 07 28 a Authorization Manager 3KB Shortcut 23 12 2008 04 02 p Other placas Certification Authority 2KB Shortcut 18 12 2008 07 28 a Ep Cluster Administrator Authorization Manager 2KB Shortcut 18 12 2008 07 28 a G Control Panel E Component Services 2KB Shortcut 29 12 2007 10 06 p B My Documents m Computer Management 2KB Shortcut 29 12 2007 10 09 p Shared Documents Connection Manager Administration Kit 2 KB Shortcut 18 12 2008 07 28 a F Mi Comoiter fa Data Sources ODBC 2KB Shortcut 29 12 2007 10 09 p i desktop ini 1KB Configuration Settings 18 12 2008 07 28 a Wg My Network Places ES DHCP 3KB Shortcut 18 12 2008 07 28 a as Dis
15. ATABASE Teamplate Y Service Broker go Lg Storage Lg Security IF EXISTS SELECT name FROM sysdatabases WHERE name Teamplate 3 Security PRINT ccc CREATED DATABASE TEAMPLATE gt gt gt m O Server Objects ELSE 4 Replication PRINT lt lt lt FAILED CREATING DATABASE TEAMPLATE gt gt gt a gp Management go m Notification Services USE Tenmmplare go http www tecnoportales com ar info tecnoportales com ar Page 24 of 29 Manual de Instalaci n naa N d Captaris Workflow Xre tay eg Instalaci n de Hot Fix Captaris 1 Instalar el Hot Fix de Captaris para la versi n 6 5 disponible en la pagina http www captaris com support downloads captaris workflow index html 2 Nombre Workflow65Hotfix1 exe B Internet Information Service E File Action View Help gm TaB 2m gt m 4 Internet Information Services Os DEV TEMPLATE local computer Authentication Methods 1 web Sites 2 Default Web Site 3 Anonymous access E No user name password required to access this resource dels Account used for anonymous access Printers f COREWeb Username IUSR_OS DEV TEMPLATE f SIRENEL WebSetup Paint WorkFlowForms65 WorkflowwWebAccess Allow IIS to control password WorkFlowWSL Y aspnet client Authenticated access images For the following authentication methods user name and password Sirenel are required when M E jg SirenelWebSer vices anonymo
16. Started Automatic Local System BaDCOM Server Process Launcher Provides la Started Automatic Local System Ba DHCP Client Manages n Started Automatic Local System Be Distributed Link Tracking Client Maintains li Started Automatic Local System Ba Distributed Transaction Coordinator Coordinate Started Manual Network S Ba DNS Client Resolves a Started Automatic Network S Ba Error Reporting Service Allows erro Started Automatic Local System Si Event Log Enables ev Started Automatic Local System By Extensible Authentication Protocol Service Provides wi Manual Local System Ba Falcon Server Service Falcon Info Disabled Administ Sa Fast User Switching Compatibility Provides m Started Manual Local System iv A Extended Standard 88 wind iz Inbo i SIRE D Untitl insta los JG E3414 amp 2 07 23 a m 4 Captaris Workflow Event Handler Detener este servicio Con el bot n derecho seleccionar Properties 5 Seleccionar tab Log On http www tecnoportales com ar info tecnoportales com ar Page 22 of 29 TECNO feta Ry Services File Action View Help m FoB I BE gt i Bs Services Local 8 Services Local Start the service Captaris Workflow Event Handler nm Mame Be NET Runtime Optimization Service vd e Alerter Bs Application Layer Gateway Service Bs Application Management Ba ASP NET
17. Ste uS Vinual Directory Documents Dwectory Secunty am 8 CMSService asm puit Designer arms MSQ 3 oem onl Authentication Methods E A porter 0 Inf oPathiSen ice asmax 2 CORE Web 9 PrecompledAgp contig e C Anonymous access woriflow Ww eb ccess 9 Session asam No username pas peord eged lo acces thet resource E SharePore anms WorlflowWSL 9 web config IP add gt Workflow orrmet S Account used fcr anonymous access LL espnet ceni 8 web config bak J U ser name oL ege ol Workflow Oust asm 4 Pass j a L derived 8 workfiew ngne aem C private 9 WSL Inst abation txt E 0 ov t al Mti log AMA Authenticated access QJ vu pv For the following authentication methods user name and password a so ae requiod when 23 vi txt anonymous access i disabled or a access n sestneted unng NTFS acoess control ints vt y E de Defauk SMTP Vetual Server Banc autherbcabion password is sent n clear test Dela A doman Resim 2 Integated Windows authenhbcabon GE 4 wndom canes 0 sme lcu rento MERC nos PAF 0721 an 3 Enla ventana Authentication Method modificar los siguientes valores e Anonymous Access Seleccionado e User Name ASPNET e Password no modifique e Allow IIS to password Seleccionado e Integrated Windows authentication Seleccionado http www tecnoportales com ar info Qtecnoportales com ar Page 20 of 29 Manual de Instalacion Jc N d Captaris Workflow
18. acle Client 10g Express Edition Pl t EmPPrinter ki FlashGet a WinRAR i Ff TestDriven NET ta NCoverExplarer Captaris Administrative Tools ADAM E Ayuda de ADAM Crear una instancia de ADAM El amp Editor ADSI de ADAM 9 Simbolo del sistema de herramientas de ADAM Welcome to the Active Directory Applicaton Mode Setup Wizard Th wnzeod helps you retal kico Acbwe Drecho Appiscalour i Mode jaiki ADAM ip a power decia perece that ic essy lo metal and deoloy It poosides a dedicated data shore For spplcsbone and can be confauned end managed ndependent ly To cornus cick Hast 2 Click Next 3 En Setup Options elegir la primera opci n y pasar a la siguiente pantalla http www tecnoportales com ar info tecnoportales com ar Page 5 of 29 _ o Manual de Instalaci n dG Ka Captaris Workflow Active Direc tory Application Mode Setup Wizard Setup 0 phon n ADAM matances d created each tre ADAM ir nitaled You can cate a unique intsnce o you cn instal a repice cf an witting milance S elect the toe of instance you wart to intal gt A unique retence Tris op en automatically creates a naw nelance of ADAM thal uses tre dela di configuration and schema patton The new inita ce val no be able to recle xe with exitng relances C replica of an existing instence This opten creates a new instance of ADAM bal user be corfguraticn and achema pathtiors recicaled tram another inst
19. al Action View Help Be Services Local Captaris Workflow Event Handler Start the service b Extended Name Bs NET Runtime Optimization Service vz Ba Alerter Bs Application Layer Gateway Service Captaris Workflow Event Handler Properties Lo Select User Select this object type ES TIBIA B 07 27 a m al C 0 User or Built in security principal From this location Be Application Management a ASP NET State Service Be Automatic Updates Ba Background Intelligent Transfer Servi Es Captaris Workflow Active Directory S Es Captaris Workflow Event Handler Ba Captaris Workflow SWS Bs ClipBook Ba COM Event System Bs COM System Application Es Computer Browser Ba Cryptographic Services DCOM Server Process Launcher Ba DHCP Client Sa Distributed Link Tracking Client Ba Distributed Transaction Coordinator Ba DNS Client Bs Error Reporting Service S Event Log Ba Extensible Authentication Protocol Ses vu OS DEV TEMPLATE Enter the object name to select examples OS DEV TEMPLATE Qwner Enable IAE rs Loto SA Bs Falcon Server Service Falcon Info Disabled Administ Fast User Switching Compatibility Provides m Started Manual Local System m http www tecnoportales com ar info tecnoportales com ar Page 23 of 29 Manual de Instalaci n Captaris Workflow Configuraci n de Base de Datos Captaris 1 La base de Da
20. ales com ar info tecnoportales com ar Page 21 of 29 Manual de Instalaci n Captaris Workflow 3 En Administrative Tools Services seleccionar Captaris Workflow Event Handler 4 Services m A cl m File Action View Help E ea B SB m un mw Bs Services Local By Services Local Captaris Workflow Active Directory Mame Description Status Startup Type Log On As A Service Es NET Runtime Optimization Service v2 0 50727_X86 Microsoft Manual Local System Sy Alerter Notifies sel Disabled Local Service Start the service 2 E Bs Application Layer Gateway Service Provides s Started Manual Local Service Bs Application Management Provides s Manual Local System Ba ASP NET State Service Provides s Started Automatic Network S Ba Automatic Updates Enables th Started Automatic Local System Sa Background Intelligent Transfer Service Transfersf Started Manual Local System do Captaris Workflow Active Directory Service Manual Local System Ba Captaris Workflow Event Handler Started Automatic Local System Sa Captaris Workflow SWS Started Automatic Local System Bs ClipBook Enables Cli Disabled Local System y COM Event System Supports S Started Manual Local System Ba COM System Application Managest Started Manual Local System Es Computer Browser Maintains a Started Automatic Local System Eg Cryptographic Services Provides th
21. ance of ADAM You can alto select he apclcancn pachhore to replicata Back wes Cancel Hel 4 En Instance Name colocar un nombre a la instancia y pasar a la siguiente pantalla Active Directory Application Mode Setup Wizard x Instance Name The inglance name sused lo dflereniiate the intance o DAM from othe ADAM KR nsterces on tha computer Type a name fcr this matanos The name could reflect he use for which this netance of ADAM is intended Instance name Instance Example Addressbock The ADAM service name is crested when the rislance name le combined with the product name It wil be deplayed n the list of Windows servicer ADAM cewce name ADAM nslancel 5 En Ports incorporar los siguientes valores a LDAP port number 50000 b SSL port number 50001 http www tecnoportales com ar info tecnoportales com ar Page 6 of 29 Manual de Instalaci n HC d Captaris Workflow Active Directory Application Mode Setup Wizard Longis wil connect to the instance of ADAM using seghe ports on al of the IF addresses associated wilh tris computer The ports dicolayed below are the iist valable lor Ihis computer To change hese Cols loe the rew pei numbers n the teg boxes below IE yeu pln to natal Active Directors onthe computer donot use 389 for the LDAP port or 626 for e SSL port because Active Director uses these port numbers niea use evalacle por numbers from the following range
22. asedTaskAssignments Clase Mombre completo CN Roles http www tecnoportales com ar info tecnoportales com ar Page 11 of 29 Manual de Instalaci n nal N d Captaris Workflow Xore ca ee 6 La carpeta CN RoleBasedTaskAssignments es creada por el proceso de configuraci n de Captaris especificado en el pr ximo punto En este punto esta carpeta no existir 7 Sobre CN Roles seleccionar con doble click Administrator T 1 ty p DIT Adsl AL rulers 15500054 4 dl jo iF i i LL eo oo aM she jn MA s a rr gs sn Mas ede ey mm i 5 d asap IA S ae re g d hamua A rd how t ij Dad ra a U ra UN ies Pela AA i j i i j a f raro LEO brinco oe A el cd oo webanjeu el gau sd ARRA D m dto A DP Penecer Becas tiens m haci ping ies Cle cme Pe e imita Praia O i a Deimos braai T D butawoes Pra A ml a RA MA A A REFERO ri amp Rar LL AREA unas r LO A AR AA EN ud CmeRoma amp Cordon be ae Le 8 Dentro de Attribute Editor buscar member click en Edit EE 104 a idas dis rra ri AA a ti A ALA I dl Uis Adae mr a Fali Dee a i QUE EISE i de ha bem d LB Canis 1 baam h lem Gold ba arana Ko alem ij 9 Click en Add Windows Account y agregar el usuario de Captaris del server http www tecnoportales com ar info tecnoportales com ar Page 12 of 29 Y Manual de Instalaci n 1 il C Ny Captaris Workflow les
23. ignments C 4 Click OK http www tecnoportales com ar info Qtecnoportales com ar Page 17 of 29 http Authorization Manager he File Window Help X E 2 ED Authorization pues m E Action view Mame Close Reload Vie New Window From Here Delete Refresh Export List 6 Seleccionar el tab Security 7 Seleccionar Administrator 8 Agregar el usuario de Captaris el mismo de ADAM Authorization Manager EJ Fle Action View Window Help gt ea x d EU dU ES Authorization Manager 2 E Rotetiasedtaskasserments LJ Groups amp LM Dev Ed oA Container eAopicabon groups application Agpplicscian Oe role Manual de Instalaci n Captaris Workflow Tvpe Container RoloBazed laskAssignmonts Propertios Suthonzation Manager user role Administ at oe Name Stlect Users or Gro urs Select thas cbpect type Users Groups cr Built escu princi Fror thi heer alice YYEDSK00251 ATYCDEV CAPA le a names to see ab www tecnoportales com ar info tecnoportales com ar Liers and groupe thal are astare to bus sole 42 Accourt urkrisen S 1 370 General Limits Secunt Audit e hese Demed Auizabeon Store Object T pper Locations Page 18 of 29 Manual de Instalaci n Captaris Workflow Configuraci n de IIS 1 Verificar En IIS deben estar los 3 WS de Captaris a WorkflowWebAccess
24. licati Take Offline 8 Manage Script Database as amp 3 Notificat Bring Online e SQL Ser naO Shrink Reports Back Up Rename Delete p A Mirror Files and Filegroups Hefte Launch Database Mirroring Monitor Transaction Log aida Ship Transaction Logs Generate Scripts Import Data r Export Data Ka Ready Copy Database Fy Internet In f SIRENEL F Microsoft S 4 Enla pantalla seleccionar From device Us Microsoft gi Restore Database Teamplate iJ EU File Edit VijSelectapage S Script LL Help 13 NewQuery 2 General AA Options Object Explorer Destination for restore Connect 2 8 B OS DEV Select or type the name of a new or existing database for your restore operation es E To database Teamplate v e a i To a point in time Most recent possible m g Source for restore F E F Specify the source and location of backup sets to restore 8 O From database Teamplate amp Lj Sec pue D GB serv From device d a bes Select the backup sets to restore ani Gm Notif Restore Name Component Type Server Database Position EB SQL Connection Server DS DEV TEMPLATE Connection OS DEV TEMPLATE Owner a Wiew connection properties Progress Ready m s Ready start i 88 2 Windows Li amp Instalacion 31 Ge Windows E Y untitled Paint Fo gt
25. n el proceso Causa Esto se debe a que el usuario cargado en AZMan no es el mismo que ejecuta Captaris a travez del servicio web Solucion Verifique el usuario en AZMan y vuelva a realizar las pruebas o cargue en AZMan todos los usuarios asi no tendr el mismo inconveniente si otro usuario accede http www tecnoportales com ar info tecnoportales com ar Page 29 of 29
26. owF orms65 zu ar View A ES ive Change Editing Styles y Y s Ta Choi a EN 3j 91 Instala ES 2 GH amp 09 58 a m ientOutlookAddOn Chos a Est 3j tv Inbox teampl Captari ix Config http www tecnoportales com ar info tecnoportales com ar CA Docum ES 2 GJ amp 09 56 a m Page 15 of 29 amp IIECNC Manual de Instalaci n Captaris Workflow d Search Results lt Configuration Utility a E Captaris Wo rkflow Add Sea SOL SERVER APPLICATION SERVER Server Visual Studio 2005 Integration Exchange Role Based Task Assignments INTERNET INFORMATION SERVICES SERVER INTEGRATIONS RIGHTFAX RightFax Adapter Database RightFax Repository SHAREPOINT 2003 SHAREPOINT 2007 82 windows Configuraci n de Permisos en AZMAN Captaris Workflow Server Components Configuration Utility Internet Information Services Server Web Location Workflow Server Location isi incide Captaris Workflow Server Selection Server Name OS DEW TEMPLATE O Available Servers Workflow Web Access Select the Captaris W orkflow Server that will be used to manage the licensed components e E so ientOutlookAddOn omes J en _Comigue J Em T Captaris 42 Intern teamplate ls Inbox Mi Configura ES 2 GO 2 09 56 a m
27. sseesesrosresresresresees 25 Visualizaci n de Modelos en Entorno Captaris occocccocncncncncnoncnnnnnnnononnnnonnnrnonnnonnnonnnonrnnrnnnnnencnoncnonoss 27 PT OV CST T O PH E e E EOI A T 29 PAZ 29 Error de permisos en Captaris que provoca la falla en la tarea que se ejecuta en el proceso 29 Causa Esto se debe a que el usuario cargado en AZMan no es el mismo que ejecuta Captaris a travez del BF CIO WED NER RTT TERT 29 Solucion Verifique el usuario en AZMan y vuelva a realizar las pruebas o cargue en AZMan todos los usuarios asi no tendr el mismo inconveniente si otro usuario accede eseeeee 29 http www tecnoportales com ar info tecnoportales com ar Page 2 of 29 wa gt Manual de Instalaci n p C NU a Captaris Workflow Requerimientos de Sistemas para Captaris Server IIS Server 1 Sistema Operativo e Windows Server 2003 recomendado e Windows Server 2003 R2 e Windows Server 2000 e Windows Server 2000 Advanced con actualizaciones Windows disponibles 2 IIS e 6 0 recomendado o e 5 0 3 Procesador Pentium 4 4 RAM 1GB 5 Espacio de Disco 400 MB 1 GB Database 6 SQL Server 2000 SP3 SQL Server 2005 or SQL 2005 Express 7 SQL Server 2000 Analysis Services Reporting Services SP2 opcional 8 NET Framework 2 0 Instalaci n AzMan AzMan es un componente de Windows Server 2003 http
28. tos de Captaris se llama Teamplate 2 Ejecutar el script de creaci n de la base de datos proporcionado por el instalador de Captaris Dentro del men de Captaris seleccionar el script click Script to Create Captaris Workflow Database and tables E CCTray l e ESEL TIVETLINE I F vio fen DocProject t NCoverExplorer SIRENEL m Captaris Ld ir Licensing k irm Dundas Software ir faames She Er Script to create Captaris Workflow Database and tables fag Database Scripts k E Microsd E pee sept for Captaris Workflow Database 52 780 Location C Program filesiCaptarisiCaptarisWorkflowlDatabaseScripts current irn Microsoft ASP MET 2 0 434 Extensions PF ry Administrative Tools fag workflow Integrations ug Utilities rated Development Environm l E A Microsoft Office Workflow Model Loader E Manager El workflow Model Upgrader El User Administration E Microsoft SQL Server 2005 pH italador de Captaris irn Microsoft Visual Studia 2005 3 En Microsoft SQL Server Manager Ejecutar el script 42 Microsoft SQL Server Management Studio a ae Create Database f OS DEV TEMPLATE SQ Server 9 0 3054 05 DEV TEMPLATEYOvwne Gig Databases T jedes f Teamplate qo x 3 Database Diagrams iy Tables PRINT lt lt lt CREATING DATABASE TEAMPLATE gt gt gt gj Views go amp 3 Synonyms x CI Programmablity CREATE D
29. tributed File System 2KB Shortcut 18 12 2008 07 28 a vaai e DNS 2KB Shortcut 18 12 2008 07 28 a 3 Event Viewer 2KB Shortcut 29 12 2007 10 09 p AY Internet Information Services 2KB Shortcut 11 06 2008 11 54 a inii Address Management 2KB Shortcut 18 12 2008 07 28 a E Local Security Policy 2KB Shortcut 29 12 2007 10 09 p Ein Microsoft NET Framework 1 1 Configuration 2KB Shortcut 30 12 2007 09 20 a Ein Microsoft NET Framework 1 1 Wizards 2KB Shortcut 30 12 2007 09 20 a Si no se encuentra instalado 1 Bajar Microsoft Windows Server 2003 Administration Tools Pack http www microsoft com downloads details aspx familyid2c16ae515 c8f4 47ef a1e4 a8dcbacff8e3 amp displaylang en 2 Ejecutar adminpak exe Este ejecutable descomprime a Apver vbs b ADMINPAK README TXT c Adminpak msi 3 Ejecutar adminpak msi y seguir instrucciones de instalaci n 4 Verificar en Control Panel Administrative Tools la existencia de Authorization Manager Instalaci n ADAM Bajar ADAM de http go microsoft com fwlink linkid 29359 1 Ejecutar ADAMSP1 x86 ES exe en espafiol o la versi n en ingles Crear una nueva instancia en ADAM 1 Dentro del men de ADAM seleccionar Crear una instancia de ADAM http www tecnoportales com ar info Qtecnoportales com ar Page 4 of 29 _ n Manual de Instalacion TECNS Captaris Workflow recae e Windows Media Player E Windows Movie Maker LogMeIn m Or
30. us access is disabled or j access is restricted using NTFS access control lists 3 derived lg private e _vti_cnf Basic authentication password is sent in clear text 3 3 vti log E 2j _vti_pvt Default domain a vti scripk 2 9 vti txt Realm E RE VISUS NINE C Integrated Windows authentication mm Ay C ep 82 windows L G Instalacion 52 windo z Y untitled P SIRENEL PEA Ra liane n e e Ec dem d SIS Actualizaci n de Base de Datos Captaris Esta actualizaci n carga los modelos desarrollados en la base de datos de Captaris 1 Levantar backup de base de datos Teamplate CaptarisTeamplate 2 Abrir Microsoft SQL Server Manager 3 Boton derecho sobre base de datos Teamplate seleccionar Task Restore Database http www tecnoportales com ar info tecnoportales com ar Page 25 of 29 om Manual de Instalaci n 1 IC Ee Captaris Workflow File Edit View Project Tools Window Community Help E New Query Ly f ep En p 22 E E Object Explo Connect gt 22 m Tg 8 ia OS DEV TEMPLATE SQL Server 9 0 3054 OS DEV TEMPLATEYOwne E Databases E System Databases Teamplate amp C Database Snapshots OS DEV TEMPLATEYDatabaseslTeamplate amp CORE CORE_140 E ReportServer Name ReportServerTempDB Database Diagrams SEMEL Ld Tables E c Security New Database u Server New Query 13 Rep
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