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OpenText Imaging Enterprise Scan Installation Guide This guide describes the installation of OpenText Imaging Enterprise Scan and OpenText Document Pipelines.
CLES100500-IGD-EN
OpenText Imaging Enterprise Scan Installation Guide CLES100500-IGD-EN Rev.: 12. Sept. 2013 This documentation has been created for software version 10.5. It is also valid for subsequent software versions as long as no new document version is shipped with the product or is published at https://knowledge.opentext.com. Open Text SA 40 Avenue Monterey , Luxembourg, Luxembourg L-2163 Tel: 35 2 264566 1 Open Text Corporation 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 Email:
[email protected] FTP: ftp://ftp.opentext.com For more information, visit http://www.opentext.com
Copyright © 2013 by Open Text Corporation OpenText is a trademark or registered trademark of Open Text SA and/or Open Text ULC. The list of trademarks is not exhaustive of other trademarks, registered trademarks, product names, company names, brands and service names mentioned herein are property of Open Text SA or other respective owners. Disclaimer No Warranties and Limitation of Liability Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However, Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the accuracy of this publication.
Table of Contents
PRE
Introduction
v
i i.i i.ii i.iii i.iv ii iii
About This Documentation ................................................................. v Target Readership ............................................................................ v Structure of This Documentation ........................................................ v Documentation Overview .................................................................. vi How to Find Documentation .............................................................. vi Contact Information ......................................................................... vii Terms and Conventions ................................................................... vii
1
Installation Overview ............................................................... 11
1.1 1.1.1 1.1.2 1.2 1.3 1.4
Methods of Installation ..................................................................... Local Installation ............................................................................. Mass Rollout and Distribution ........................................................... Installation Requirements ................................................................ Upgrading Enterprise Scan .............................................................. Removing Enterprise Scan ..............................................................
2
Installing Enterprise Scan ...................................................... 15
2.1 2.2 2.3
Requirements ................................................................................. 15 Installing Enterprise Scan ................................................................ 16 Troubleshooting the Installation ........................................................ 18
3
Using a Silent Installation and Mass Rollout ........................ 19
3.1 3.1.1 3.1.2 3.1.3 3.2
Configuring a Silent Installation ........................................................ Copying the Installation Files ........................................................... Configuring the install.ini File ........................................................... Starting the Silent Installation ........................................................... Using Central Software Distribution ..................................................
4
Installing Additional Languages ............................................ 27
5
Installing OpenText Document Pipelines .............................. 29
5.1 5.2 5.3 5.4 5.4.1 5.4.2
Overview and Background Information ............................................. Requirements ................................................................................. Installing Document Pipeline on a Stand-alone Computer .................. Installing OpenText Document Pipelines ........................................... Installing OpenText Document Pipeline for DocuLink ......................... Installing OpenText Document Pipeline for SAP Solutions .................
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11 11 11 11 13 14
19 19 20 24 25
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5.4.3 5.4.4 5.4.5
Installing OpenText TCP Document Pipelines ................................... 32 Installing Document Pipeline for Content Server ................................ 33 Installing the Document Pipeline Remote Interface ............................ 36
6
Installing Enterprise Scan OCR ............................................. 39
6.1 6.2
Requirements ................................................................................. 39 Installing Enterprise Scan OCR ........................................................ 39
7
Installing Enterprise Scan Webinterface ............................... 41
GLS
Glossary
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Preface
Introduction i About This Documentation This documentation describes how to install OpenText Imaging Enterprise Scan (Enterprise Scan), OpenText Document Pipelines (Document Pipelines) relevant for scanning scenarios and Enterprise Scan Webinterface. For monitoring the Document Pipelines, you need to install OpenText Document Pipeline Info. For more information, see section 2.1.4 “Installing Document Pipeline Info” in OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP).
i.i
Target Readership This documentation is intended for installers and system administrators of Enterprise Scan. It assumes knowledge of the administration of a network system, and a basic knowledge of Enterprise Scan.
Recommended reading
i.ii
OpenText recommends that you read the OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD) before you start installing Enterprise Scan.
Structure of This Documentation This documentation consists of the following chapters: “Introduction“ on page v This chapter describes the contents of the manual and the conventions used. It also gives an overview of the available documentation for Enterprise Scan. “Installation Overview“ on page 11 This chapter describes the methods of installation, and general installation requirements, as well as how to install, upgrade, and remove Enterprise Scan. “Installing Enterprise Scan“ on page 15 This chapter describes how to install Enterprise Scan. “Using a Silent Installation and Mass Rollout“ on page 19 This chapter describes how to install Enterprise Scan silently and how to configure the install.ini. “Installing Additional Languages“ on page 27 This chapter describes how to install other languages than English. “Installing OpenText Document Pipelines“ on page 29 This chapter describes how to install Document Pipelines locally for Enterprise Scan. Glossary on page 43 This chapter describes the product specific technical terms.
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Introduction
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Documentation Overview The following documentation is available for Enterprise Scan: Release Notes The Release Notes describe in detail the software supported by the product and important dependencies, as well as any last-minute changes regarding the documentation which should be made known. The current version of the Release Notes is available in OpenText Knowledge Center. OpenText Imaging Enterprise Scan - Installation Guide (CLES-IGD) This manual covers the installation and upgrade of Enterprise Scan, the installation of the Document Pipelines and the Enterprise Scan Webinterface. OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD) This manual covers the administration and how to use Enterprise Scan. The following documentation is available for related topics: OpenText Document Pipelines - Overview and Import Interfaces (AR-CDP) This manual explains the OpenText Document Pipelines. It describes how to monitor the Document Pipelines, a description of their processes and components, advanced tasks and in-depth information It also describes the doctools in detail. See also the Customization Guide or Scenario Guide of the respective leading application.
i.iv
How to Find Documentation You can find the product documentation in the following locations: •
The product ISO image comprises the complete product in one *.iso file. The product ISO image is available in the OpenText Knowledge Center. To access the ISO image, select the product family page, and click the Downloads link.
•
The documentation for all products and all supported versions is available in the OpenText Knowledge Center. See the Release Notes for details and links. In the Knowledge Center, select the product family page, and then click the Documentation link. If the required product belongs to the OpenText Content Server family, click the Content Server Module Documentation link, and then select the product from the list. Note: You can find the latest information on manuals and online help files for each product in the corresponding Release Notes. This includes the identification codes of the current documentation.
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ii Contact Information OpenText Online (http://online.opentext.com/) is a single point of access for the product information provided by OpenText. You can access the following support sources through OpenText Online: •
Communities
•
Knowledge Center
OpenText Online Communities ( https://communities.opentext.com/communities/ cs.dll/open/OpenTextOnlineCommunity) provide the following resources: •
Usage tips, help files, and best practices for customers and partners.
•
Information on product releases.
•
User groups and forums where you can ask questions to OpenText experts.
The OpenText Knowledge Center (https://knowledge.opentext.com) is OpenText's corporate extranet and primary site for technical support. The Knowledge Center is the official source for the following: •
Product downloads, patches, and documentation including Release Notes.
•
Discussion forums, Online Communities, and the Knowledge Base.
•
OpenText Developer Network (OTDN), which includes developer documentation and programming samples for OpenText products.
If you need additional assistance, you can find OpenText Corporate Support Contacts at http://support.opentext.com/.
iii Terms and Conventions User interface This format is used for elements in the graphical user interface (GUI), such as buttons, names of icons, menu items, and fields. Filenames, commands, and sample data
This format is used for file names, paths, URLs, and commands at the command prompt. It is also used for example data, text to be entered in text boxes, and other literals. Note: If you copy command line examples from a PDF, be aware that PDFs can contain hidden characters. OpenText recommends that you copy from the HTML version of the document, if it is available.
KEY NAMES Key names appear in ALL CAPS, for example: Press CTRL+V.
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Angled brackets < > are used to denote a variable or placeholder. The user replaces the brackets and the descriptive content with the appropriate value. For example, becomes serv01. Internal cross-references Click the cross-reference to go directly to the reference target in the current document. External cross-references External cross-references are usually text references to other documents. However, if a document is available in HTML format, for example, in the Knowledge Center, external references may be active links to a specific section in the referenced document. Warnings, notes, and tips
Caution Cautions help you avoid irreversible problems. Read this information carefully and follow all instructions. Important Important notes help you avoid major problems. Note: Notes provide additional information about a task. Tip: Tips offer you quicker or easier ways of performing a task. Specific conventions
In this documentation, the following additional conventions are used: %Variable name%
The percent signs %...% are used to denote a Microsoft Windows environment variable. You should use the value that is set on your system.
To find the value of all environment variables set on your Windows computer, type the set command at the command prompt. To find the value of a particular environment variable set on your Windows computer, type the echo %variable name% command at the command prompt (for example echo %TEMP%). , The variable must be replaced by either HKEY_CURRENT_USER or HKEY_LOCAL_MACHINE, depending on which registry settings you want to access. Settings located in the HKEY_CURRENT_USER Registry branch are userspecific. Settings located in the HKEY_LOCAL_MACHINE Registry branch are userindependent. For details on Microsoft Registry branches and user specific settings, refer to your Microsoft documentation and online help. For example, search for
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“HKEY_CURRENT_USER” in Windows online help and read the paragraph labeled “Users” regarding “Default security settings”.
is used as an abbreviation of . You should use the value that is set on your system:
Windows platform Value of the registry entry
HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\IXOS_ARCHIVE_ROOT
UNIX platform Value of the system variable
IXOS_ARCHIVE_ROOT
Tip: To display the variable, logon as root user and type the set command or the echo $IXOS_ARCHIVE_ROOT command at the command prompt.
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Chapter 1
Installation Overview Enterprise Scan are delivered as an ISO image in the Knowledge Center. The ISO image contains the installation package with all required components and software, and the documentation. You can download the ISO image in Knowledge Center at https://knowledge.opentext.com/knowledge/llisapi.dll/Open/13055578 .
1.1 Methods of Installation You can install the software in the following ways:
1.1.1
•
Local installation on one computer
•
Mass rollout or distribution on a large number of computers
Local Installation Use a local installation if you want to install Enterprise Scan on a dedicated computer. For more information, see “Installing Enterprise Scan” on page 16. If you want to install Enterprise Scan on a large number of computers, you can use mass rollout.
1.1.2
Mass Rollout and Distribution You can install Enterprise Scan as well as additional languages silently and then distribute them on user computers within the company. To do so, you copy the installation files to a file server, configure the configuration files to define what will be installed, and provide a command to start the preconfigured installation on the user computers. For more information, see “Using a Silent Installation and Mass Rollout“ on page 19.
1.2 Installation Requirements Before you start the installation or upgrade, see the Release Notes for detailed information on: •
Supported operating systems.
•
SAP systems and SAP GUI versions.
•
Compatibility of Windows Viewer and DesktopLink and Archive Server versions. Th communication between the Imaging Clients and Archive Server uses the HTTP protocol only.
•
Software and hardware requirements and restrictions.
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Notes •
Only the products and versions specified in the Release Notes are supported. Other versions have not been tested and are therefore not officially supported for this version. The Release Notes contain the definitive list of supported versions. Any other versions mentioned in the product documentation are superseded by the versions specified in the Release Notes.
•
If no service pack, maintenance level, patch level or similar is explicitly mentioned for a specific software version, OpenText supports each service pack, maintenance level, and patch level released for a third-party product version, unless explicitly stated otherwise. If details of a specific service pack, patch and maintenance level, and so on are given, this one and all subsequent ones are supported.
You can find the latest version of the Release Notes in Knowledge Center at https:// knowledge.opentext.com/knowledge/llisapi.dll/open/15881843. The following software must be installed on the computer on which you want to install Enterprise Scan: •
Version 3.1 of the Microsoft Windows Installer.
•
Microsoft .NET Framework 4.0. You can install it from the installation media under \redist\DotNet_40.
•
Microsoft Visual C++ 2005 x86 redistributable with minimum version 8.0.61001. You can install it from the installation media under \redist \VC80_Runtime.
•
Microsoft Visual C++ 2008 x86 redistributable with minimum version 9.0.30729. You can install it from the installation media under \redist \VC90_Runtime.
•
Microsoft Visual C++ 2010 x86 redistributable with minimum version 10.0.40219. You can install it from the installation media under \redist \VC100_Runtime.
Before you start the installation:
12
•
OpenText recommends copying the installation media to a permanent network share and installing from the network location.
•
All applications, processes, services, and devices must be terminated or stopped before starting the installation on the client computer.
•
Sign in as a user with local administrator rights at installation.
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1.3. Upgrading Enterprise Scan
1.3 Upgrading Enterprise Scan The installation provides an upgrade from version 9.7.x, 10.0.0 and 10.2.0. The settings will be automatically converted to the new version. Context restrictions
When upgrading, there are certain restrictions on the installation context. The installation context refers to the settings in the Customer Information dialog box: •
Anyone who uses this computer: “Per-machine” context
•
Only for me: “Per-user” context
The following table shows the supported combinations: Installation context of previous version
Installation context of new version
Per-user
Per-machine
Per-machine
Per-machine
Note: With Enterprise Scan version 10.0.0 and later only “per-machine” installation is supported. Before you start the upgrade of Enterprise Scan, the Document Stacks must be empty. Make sure that all the documents in all document stacks are stored safely. There are two ways to do this: •
Archive the documents.
•
Export the documents to external storage and import them after the upgrade.
To upgrade Enterprise Scan: •
The steps for upgrading are the same as the steps for a new installation of Enterprise Scan. For more information, see “Installing Enterprise Scan” on page 16. The local installation automatically installs the same features that were already installed on the computer. For silent installation, you select all features in the install.ini file, no matter if they were installed in the older version or not.
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1.4 Removing Enterprise Scan Version 10.5.0 Use the Remove installation type in the Program Maintenance dialog box of the installation, or use Add or Remove Programs in Control Panel. Version 9.7.x/10.0.0/10.2.0 This versions do not need to be removed. An automatic upgrade is provided. But if you want to remove Enterprise Scan, use the Remove installation type in the Program Maintenance dialog box of the installation, or use Add or Remove Programs in Control Panel.
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Chapter 2
Installing Enterprise Scan 2.1 Requirements Make sure you fulfill the “Installation Requirements” on page 11. Additionally, consider the following requirements and information for some scenarios. SAP scenarios
FaxLink
For the configuration of SAP scenarios, see OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS). With FaxLink, you can process and archive faxes received in Microsoft Outlook or Lotus Notes with Enterprise Scan. For supported versions of Microsoft Outlook and Lotus Notes, see the Release Notes. •
Install Microsoft Outlook to use the Microsoft Exchange Input Connector for faxes received in Microsoft Exchange before you install Enterprise Scan.
•
Install Lotus Notes Client to use the Lotus Notes Input Connector for faxes received in Lotus Notes before you install Enterprise Scan.
You can find the configuration of the FaxLink input connectors in section 9.7 “Configuring Fax Input” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD). Document Pipeline
For many archiving scenarios, you need a Document Pipeline to store the documents on the Archive Server and to send information about the document to the leading applications. You must create a dedicated Document Pipeline directory where the documents are temporarily stored. Do not use a non-local directory, except when using a stand-alone Document Pipeline. For more information, see “Installing OpenText Document Pipelines“ on page 29. For more information on remote Document Pipeline, see “Installing Document Pipeline on a Stand-alone Computer” on page 31. To access the remote Document Pipeline, use UNC names instead of mapped drives.
PDF support
You can archive documents in PDF format. There is an option for creating nonsearchable PDF files, and options for creating searchable PDF files, as follows: Internal PDF creator This software creates PDF files without search capability. You can read the archived files by using Adobe Reader, but you cannot search for text in these files. For more information, see section 11.5.11 “Defining Advanced Settings for Archiving” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD). OpenText Rendition Server Through the Document Pipeline for Content Server, the Rendition Server creates PDF files with search capability. You can read the archived files with Adobe
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Reader, and you can search for text in these files by using the Find or Search function. For installation, see “Installing Document Pipeline for Content Server” on page 33. For configuration, see section 11.5.7 “Archiving Documents on Content Server Using Document Pipeline (Searchable PDF Files)” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD). Note: Software and licenses for OpenText Rendition Server must be purchased separately. Contact your OpenText Sales Representative. PDF creation using OCR doctool During archiving through the OpenText Document Pipeline, the OCR doctool creates searchable PDF or PDF/A files. This feature is available for Document Pipeline for Content Server, Document Pipeline for DocuLink, and OpenText Document Pipeline for SAP® Solutions. For more information, see section 11.5.11 “Defining Advanced Settings for Archiving” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD).
2.2 Installing Enterprise Scan To install Enterprise Scan: 1.
Start the installation using the master setup: a.
From the installation media, run :\Mastersetup.exe.
b. c.
Tip: Alternatively, you can start the installation for Enterprise Scan directly from :\Win32Cln\Enterprise Scan 10.5.0.msi. Select Enterprise Scan. Proceed with the master setup and start the installation.
2.
In the Welcome dialog box, click Next.
3.
If a previous version of Enterprise Scan is installed on your computer, the Enterprise Scan Upgrade dialog box opens. If this dialog box opens, do one of the following, and then click Next. •
Click An upgrade from will be performed. to apply the settings used in the previous version.
•
Click A new clean installation of Enterprise Scan will start. to clear the settings and start a new installation. Note: A new installation overwrites some settings from previously installed programs, such as Document Pipeline folder, and Archive Server.
4.
In the License Agreement dialog box, read the license agreement, select the I accept the terms in the License Agreement check box, and then click Next.
5.
In the Setup Type dialog box, click Custom to perform the following actions, and then click Next. a.
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To change the installation folder, click Change.
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b.
To check how much disk space is required for installation, click Disk Space.
6.
In the Content Server dialog box, enter the name of Content Server where the documents will be stored, and then click Next.
7.
In the Document Pipeline dialog box, enter the following settings, and then click Next. Document Pipeline folder Path for the Document Pipeline directory where documents will be temporarily stored, for example C:\DPDIR. Notes •
This path must be readable and writeable for Windows users using the Enterprise Scan computer. The installation does not create the directory as part of the installation, so it must either already exist or you must create it manually.
•
Use the same path for Enterprise Scan and for the Document Pipeline installation. For more information, see “Document Pipeline” on page 15.
Document Pipeline host Name of the computer where Document Pipeline is located, for example localhost. This is only required if Document Pipeline is installed as a stand-alone Document Pipeline on a separate computer. Note: If you want to use more than one Document Pipeline with Enterprise Scan, you must install all of them on the same computer. Archive Server Name of Archive Server on which the archive modes will be configured. Remote Pipeline To enable the Remote Pipeline, select Use Remote Pipeline. Choose protocol HTTP or HTTPS. Enter the Port. The default value is 8080. For more information, see “Installing the Document Pipeline Remote Interface” on page 36 and section 11.5.8.1 “Configuring Remote Document Pipelines” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD). 8.
In the Ready to Install the Enterprise Scan dialog box, click Install. The installation will copy all the necessary files, configure the registry and update the configuration files. Tip: This is the last opportunity to cancel the installation without making any changes on the computer.
9.
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10.
Optional Install the Document Pipelines required for your archiving scenarios. For more information, see “Installing OpenText Document Pipelines“ on page 29.
11.
Optional The installation of English for GUI and Online Help is part of the installation. If you need other languages, you must install them additionally. For more information, see “Installing Additional Languages“ on page 27.
Notes •
If you start Enterprise Scan for the first time you have to confirm that Enterprise Scan is allowed to communicate to private and/or public networks.
•
The default ports used by Enterprise Scan are 11989 and 11990. If these ports are not available Enterprise Scan automatically chooses a port in the range of 11989 to 12489.
2.3 Troubleshooting the Installation The Setup_ScanClient.log file contains detailed information about operations performed during the installation. You can find out which parameters have been used, which registry keys have been written, and more information about warning or error messages. If you contact OpenText Customer Support after an unsuccessful installation, you may be asked to send the Setup_ScanClient.log file. The default location of the Setup_ScanClient.log file is in the %LocalAppData% \OpenText\Enterprise Scan directory, for example C:\Users\Administrator\AppData\Local\OpenText\Enterprise Scan \Setup_ScanClient.log.
Each time you run the installation, the same log file is used. New logs are added at the end of the file.
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Using a Silent Installation and Mass Rollout You can perform the Enterprise Scan installation silently and distribute it to user computers. The silent installation uses the install.ini file for configuration of the installation settings. The install.ini file is located in the Win32Cln directory. Language installation
The silent language installation does not need a configuration file. You can add an additional language on the user computers with a simple command. For more information, see “Installing Additional Languages“ on page 27.
3.1 Configuring a Silent Installation You can configure several different installations for different user groups. To configure a silent installation: 1.
Copy the installation files. For more information, see “Copying the Installation Files” on page 19.
2.
Configure the installation components and parameters in the install.ini file. For more information, see “Configuring the install.ini File” on page 20.
3.
Distribute the start command, and then start the installation. For more information, see “Starting the Silent Installation” on page 24. Notes
3.1.1
•
Make sure you have write permissions for the computer you will be installing on.
•
Before starting the installation, install the msiexec program.
Copying the Installation Files There are two ways to prepare the installation files: Copy only the install.ini file Copy only the install.ini file from the Win32Cln directory to a shared folder, which is further referenced as the . This method saves disk space but requires the installation media for the installation procedure. You can configure several install.ini files to prepare different installations. Rename them, for example install01.ini. Copy all files Copy all software components from the installation media to the shared folder, which is further referenced as the .
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With this method, installations are performed using the
. You do not need the installation media for the installation procedure. You must copy all files in the root directory to the , but at least the directories Win32Cln and redist under the root directory.
You can configure several install.ini files to prepare different installations. Rename them, for example install01.ini.
3.1.2
Configuring the install.ini File The install.ini configuration file controls the installation procedure, and is a template that you can use to create your own ini files for installation. You can configure several install.ini files to prepare different installations. Before you start the installation on user computers, OpenText recommends a test installation with the configured install.ini file. The different startup modes for running preconfigured installations are described in “Starting the Silent Installation” on page 24. Make sure the files are writable before you start. You can edit the files with any ASCII editor, such as Notepad or WordPad. You can set default values for all parameters in the install.ini file and you can configure the installation so that no entries from users are requested. This avoids potential user input errors and allows an unattended installation on a large number of computers using the setup commands or a software distribution tool. Important Change only the values, and do not change section names and value identifiers. This would affect the installation and may prevent client functioning after installation. The installation procedure works according to the following scheme: 1. It uses a default value. 2. If a value is set in install.ini, it will overwrite the default value. 3. If a value is not set in install.ini and a registry key is set, it will overwrite the default value. The install.ini file is divided into sections for the various installation dialogs and parameters. There are detailed comments in English for each section in the file. All parameters are described in the file as well. Lines with descriptions start with a semi-colon (“;”). The install.ini file contains the following sections:
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[Common] Defines the installation target directory setting INSTALL_ROOT and creates the registry entry [HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE \CLIENT_INST_SCAN]INSTALL_ROOT. If INSTALL_ROOT is empty, the default value %PROGRAMFILES%\OpenText \Scan is used. ErrorMessage=YES Shows severe errors, that is errors that will abort the installation. ShowUpgradeDialog=YES Shows the upgrade dialog. If the user selects NO, the following registry trees will be deleted: •
HCU\\SOFTWARE\\IXOS\\IXOS_ARCHIVE\\6.0\\Scan
•
HKLM\\SOFTWARE\\IXOS\\IXOS_ARCHIVE\\6.0\\Scan
If no upgrade dialog is shown, the registry trees are not deleted. [LIVELINK_DIALOG] LivelinkServerHostname= Defines the name of the Content Server and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\6.0\Scan\HKLM \Extensions\Ixos.Scan.Extension.Livelink.ChangeLogin]"S:Server.
[ECR_DIALOG] DocumentPipelineDirectory= Defines the Document Pipeline directory and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\Common]DPDIR.
If DocumentPipelineDirectory is empty, the default value \OpenText\DPDIR is used.
LivelinkServerHostname= Defines the Content Server name and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\6.0\Scan\HKLM \Extensions\Ixos.Scan.Extension.Livelink.ChangeLogin]"S:Server.
If DocumentPipelineDirectory is empty, the default value \OpenText\DPDIR is used.
DocumentPipelineHost=localhost Defines the Document Pipeline name and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\Common]DPHOST.
RemoteInterfaceMode=no Defines the remote Document Pipeline name and creates the registry entry [HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE \Common]REMOTEINTERFACEMODE.
For more information on the remote Document Pipeline, see “Installing Enterprise Scan” on page 16.
RemoteDPLESPort=8080 Defines the remote Document Pipeline port and creates the registry entry [HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE \Common]REMOTEINTEDPLESPORT.
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RemoteDPLESProtocol=http Defines the remote Document Pipeline protocol, for example http or https and creates the registry entry [HKEY_LOCAL_MACHINE\SOFTWARE\IXOS \IXOS_ARCHIVE\Common]REMOTEINTERFACEMODE. ArchiveServerList= Defines the Archive Server name and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\IXOS_ARCHIVE\6.0\Scan\HKLM \Extensions \Ixos.Scan.Extension.ConfigureServerAndPipeline]"S:Server.
You can use multiple Archive Server and separate them by |, for example hawaii|aria. [CAPTURE_CENTER_SERVER] Defines the Capture Center server name and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\Occ Server\Scan]ServerName.
Defines the Capture Center server port and creates the registry entry
[HKEY_LOCAL_MACHINE\SOFTWARE\IXOS\Occ Server\Scan]PortName.
vu_Language •
Default value:
•
Description: Specifies default GUI language if not set within the request. Use language identification as specified in ISO-639, for example en, de, pt, es, jp, cs. For supported languages, see the Release Notes. By default the system´s regional settings are used.
[AddProject] Defines the path to launch additional executable batch files or registry files. For examples, see Example 3-1, “Default install.ini file” on page 22. Notes • •
Do not use .reg in the directory structure. You can only use the values ExecuteableFilePath1 to
ExecuteableFilePath9.
Example 3-1: Default install.ini file The default install.ini file illustrates a preconfiguration of an installation. ; Version=OpenText Imaging Enterprise Scan 10.5.0 [Common] INSTALL_ROOT= ; Installation target directory ; Environment variables are expanded ; If empty, default is: %PROGRAMFILES%\OpenText\Scan ErrorMessage=YES ; If this value is different than 'NO', the installation will show error boxes. ShowUpgradeDialog=YES ; 'Yes' if you want to see the 'Open Text Clients Upgrade' dialog.
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UpgradeFromLastVersion=YES ; Has an affect only if 'ShowUpgradeDialog=NO' and the user interface level is 'silent' or 'basic'. ; Select 'Yes' if you want to upgrade from an older version of Open Text Clients and ; preserve your settings. Choosing 'NO' will initiate a new, clean Open Text Clients installation. [LIVELINK_DIALOG] LivelinkServerHostname= ; Content Enterprise Server hostname [ECR_DIALOG] DocumentPipelineDirectory= ; Enter a path for the Document Pipeline folder. ; Environment variables are expanded ; If empty, the default is \OpenText\DPDIR ; The CommonAppDataFolder property is the full path to the file directory containing application data for all users. DocumentPipelineHost=localhost ; Hostname of Document Pipeline. RemoteInterfaceMode=no ; Remote Document Pipeline is configured. RemoteDPLESPort=8080 ; Enter a port configured for the Remote Document Pipeline. RemoteDPLESProtocol=http ; Enter a protocol to be used for Remote Document Pipeline (http/https). ArchiveServerList= ; List of possible Enterprise Archives to select, separated by |. ; Example: ArchiveServerList=hawaii|aria [CAPTURE_CENTER_SERVER] ;Name= ; Hostname of Capture Center Server ;Port= ; Port of Capture Center Server [AddProject] ; NOTE: ; Specify the path to additional executable, Batch files, or Registry files to launch. ; Only 'ExecuteableFilePath1' to 'ExecuteableFilePath9' will be taken by installation. No more values are allowed. ; Do not use '.reg' in the directory structure ; Environment variables are expanded ; Example1 : ExecuteableFilePath1=C:\temp\AddSetup\Sales.exe ; Example2 : ExecuteableFilePath2=\\server\patches\patch.bat ; Example3 : ExecuteableFilePath3=%TEMP%\registry\custom.reg ; ;ExecuteableFilePath1= ;ExecuteableFilePath2= ;ExecuteableFilePath3= ;ExecuteableFilePath4= ;ExecuteableFilePath5= ;ExecuteableFilePath6= ;ExecuteableFilePath7= ;ExecuteableFilePath8= ;ExecuteableFilePath9=
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Chapter 3 Using a Silent Installation and Mass Rollout
3.1.3
Starting the Silent Installation To start the silent installation on user computers: •
Use the Windows Installer (msiexec.exe) command line parameters as detailed below. You can also use central software distribution tools. For more information, see “Using Central Software Distribution” on page 25). Non-silent installation If you are performing a non-silent installation, the users see the installation assistant and can change the predefined entries there. Use the following command: msiexec.exe /i " \Enterprise Scan 10.5.0.msi" SILENTFILE= \install.ini /l*v " \MsiIxClientSetup.log" Example: msiexec.exe /i "\\server01\OpenText_Clients\Enterprise Scan 10.5.0.msi" SILENTFILE=\\server01\OpenText_Clients \install.ini /l*v "%TEMP%\OpenText\10.5.0\Enterprise Scan \MsiIxClientSetup.log"
Notes •
If the path to the install.ini file or the *.msi file contains any blank spaces, enclose the path in quotation marks to indicate that the whole path is a single parameter. It is acceptable to use quotation marks, even if the path does not contain blank spaces.
•
You can omit
SILENTFILE=\install.ini
in the command line if the install.ini file is located in the same directory as the msi file and you are installing for the first time.
Silent installation If you are performing a silent installation, the users cannot change the installation settings, because the installation wizard does not appear. If you want to show the users a status bar during installation, use this command: msiexec.exe /i "\ Enterprise Scan 10.5.0.msi" SILENTFILE= \install.ini /qb /l*v " \MsiIxClientSetup.log" Example: msiexec.exe /i "\\server01\OpenText_Clients\Enterprise Scan 10.5.0.msi" SILENTFILE=\\server01\OpenText_Clients
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\install.ini /qb /l*v "%TEMP%\OpenText\10.5.0\Enterprise Scan \MsiIxClientSetup.log"
Notes •
If you want a fully silent installation without status bar display, use the /qn parameter instead of the /qb parameter.
•
If the path to the install.ini file or the *.msi file contains any blank spaces, enclose the path in quotation marks to indicate that the whole path is a single parameter. It is acceptable to use quotation marks, even if the path does not contain blank spaces.
•
You can omit
SILENTFILE=\install.ini in the command line if install.ini is located in the same directory as the msi file and you are installing for the first time.
Other command line options A number of command line options can be passed to the msiexec.exe program. Their syntax and semantics correspond to the ones used with the Windows Installer in command line mode. For more information about these command line options, see the Microsoft Windows Installer documentation.
3.2 Using Central Software Distribution You can use central software distribution tools like Microsoft Systems Management Server (SMS) and ON Command CCM (CCM) for an installation on a large number of computers. The distribution procedure depends on the tool you use. For more information, refer to your manufacturer's handbook.
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Chapter 4
Installing Additional Languages You can install languages other than English for GUI and Online Help. For supported languages, see the Release Notes. English is automatically installed with the installation of Enterprise Scan. You can install other languages using the Language Setup. For each language, a msi installation file is provided which you can install locally or with silent rollout. For more information, see “To install additional languages as silent installation:“ on page 27. The installation files for additional languages are not included in the installation media. You can download the installation files in Knowledge Center at https:// knowledge.opentext.com/knowledge/llisapi.dll/Open/13055578. Prerequisites
The following prerequisites must be fulfilled: •
Installed Enterprise Scan.
•
Signed in as a user with local administrator rights at installation. Notes •
All command-line options described here are standard command line options of Windows Installer used in command line mode.
•
For all installations in Terminal servers enabled environments, first change to install mode for installing the applications.
To install additional languages: 1.
Go to Knowledge Center (https://knowledge.opentext.com/knowledge/ llisapi.dll/Open/13055578), and then navigate to Imaging Enterprise Scan > > language.msi file.
2.
Start the msi file, and then follow the wizard to the installation end. The additional language files are copied to the \bin directory.
To install additional languages as silent installation: 1.
Go to Knowledge Center (https://knowledge.opentext.com/knowledge/ llisapi.dll/Open/13055578), and then navigate to Imaging Enterprise Scan > > language.msi file.
2.
Start the msi file for the language in command line mode: msiexec.exe /i"\Livelink Enterprise Scan 10.5.0 - Language.msi" /qn
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If you want to generate a log file add the following parameter at the end of the command:
/l*v "\Enterprise Scan - 10.5.0 Languages.msi.log"
If you install a new language Enterprise Scan does not change the language after start. To change the default language, you must start the language installation with the additional parameterSETASDEFAULTLANGUAGE=1. Example: msiexec.exe /i"\\server01\OpenText_Clients\Languages\Livelink Enterprise Scan - 10.5.0 French Language.msi" SETASDEFAULTLANGUAGE=1
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Installing OpenText Document Pipelines This section describes how to install OpenText Document Pipelines for Enterprise Scan only. For more information about other Document Pipeline installations, see OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP). This guide covers the installation of all Document Pipeline components on all supported systems. Installation files
Supported versions Silent installation
The installation files for Document Pipeline are not included in the installation media. You can download the installation files with the respective product, for example Document Pipeline for Content Server which is delivered with Content Server. For more information, see the particular sections below. For information about which Document Pipeline versions are supported for Enterprise Scan, see the Enterprise Scan Release Notes. You can install Document Pipelines silently, using the msiexec program. For a description of the silent installation, see https://knowledge.opentext.com/ knowledge/llisapi.dll/Open/15806655. Note: Silent installation is not supported for Document Pipeline for Content Server because the configuration information cannot be provided during silent installation.
5.1 Overview and Background Information In most scan scenarios, Document Pipelines pass the documents to the storage repository. Additionally, the Document Pipelines can pass document properties, or trigger further actions in the leading applications. The following overview provides a short description of each pipeline and links to more detailed information. OpenText Document Pipeline for DocuLink Technical name: SCR3 This pipeline is used for scan scenarios with OpenText DocuLink for SAP Solutions. You can start the archiving (early and late) of the scanned document directly in DocuLink. The pipeline stores the document in the required archive on Archive Server and passes the document information to DocuLink. OpenText Document Pipeline for SAP Solutions Technical name: R3SC This pipeline is used for typical SAP scan scenarios, such as storing with barcodes and storing for subsequent entry or assignment. The pipeline stores the document in the required archive on Archive Server and passes the information about the DocID and the barcode back to the SAP system.
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Chapter 5 Installing OpenText Document Pipelines
OpenText TCP Document Pipelines Technical name: SCDMS This pipeline is used for preindexing and late indexing scenarios with TCP. The pipeline stores the document in the required archive on Archive Server and the indexing information in TCP Business Object Layer. In addition, depending on the configuration of the inbox DocTool, it also can be used to trigger a plug-in event. The pipeline is also used for workflow scenarios (psdt doctool). The pipeline stores the document in the required archive on Archive Server, starts a workflow in the process management system, and links the archived document to the process. For more information on the inbox DocTool, see section 9.5.2 “Special Customizing Steps for SCDMS Document Pipeline” in OpenText Document Pipelines - Overview and Import Interfaces (AR-CDP) in the Knowledge Center (https://knowledge.opentext.com/knowledge/cs.dll/Open/14503093). For more information on the pipeline and the DocTools, see section 9.5.4.4 “Inbox” in OpenText Document Pipelines - Overview and Import Interfaces (ARCDP). Document Pipeline for Content Server Technical name: DPLES This pipeline is used for mass archiving from Enterprise Scan to Content Server. The pipeline offers asynchronous processing and additional processing steps like OCR. A user can keep on scanning and processing documents in Enterprise Scan while the pipeline continues to release documents to Content Server. In combination with OpenText Rendition Server, this pipeline is used for creating searchable PDF files from documents that have been scanned with Enterprise Scan. For more information, see section 11.5.7 “Archiving Documents on Content Server Using Document Pipeline (Searchable PDF Files)” in OpenText Imaging Enterprise Scan - User and Administration Guide (CLES-UGD). Document Pipeline Remote Interface The Document Pipeline Remote Interface is an HTTP\HTTPS connection to a Document Pipeline installed on a different computer. With the Document Pipeline Remote Interface, documents can be sent from the scan station to the Document Pipeline, using HTTP\HTTPS.
5.2 Requirements You can install Document Pipelines either on the Enterprise Scan computer or on a stand-alone computer. For additional configuration steps for the stand-alone installation, see “Installing Document Pipeline on a Stand-alone Computer” on page 31. Sign in as a user with local administrator rights at installation. Upgrading Document Pipeline
30
An upgrade of Document Pipelines is not supported. You must remove previous versions and enter settings again. Use the Add or Remove Programs tool provided in Windows Control Panel. Also delete the installation directory ()
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entry in the registry. For more information, see OpenText Document Pipeline Installation and Upgrade Guide (AR-IDPDP). Monitoring tools
For monitoring the Document Pipelines, the OpenText Document Pipeline Info is needed. For more information, see section 2.1.4 “Installing Document Pipeline Info” in OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP).
Archive modes
All Document Pipeline scan scenarios require an Archive Mode. The archive mode defines the logical archive where the documents will be stored, the indexing method, and several additional settings, for example a workflow name or the inbox configuration. For archive mode settings, see section 11 “Configuring Scan Stations” in OpenText Archive Server - Administration Guide (AR-ACN).
5.3 Installing Document Pipeline on a Stand-alone Computer To install Document Pipeline on a stand-alone computer: 1.
Create and share a Document Pipeline directory (DPDIR) on the stand-alone computer where the Document Pipeline will be installed. Important
2.
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This directory must be readable and writable for Windows users using the Enterprise Scan computer.
•
Use the same directory during the Enterprise Scan and the Document Pipeline installations. On the Enterprise Scan computer, enter the path using the Universal Naming Convention (UNC), that is \\\. On the stand-alone computer, use either the local directory path or the UNC path.
•
If you have installed Document Pipeline version 10.1.1 or higher, the default values for the DPDIR of Document Pipeline and Enterprise Scan are the same.
•
If have installed an older version of Document Pipeline, you must change the default DPDIR for one of the two products.
Install the Document Pipeline(s) with the relevant components on the standalone computer. For more information, see “Installing OpenText Document Pipelines” on page 32.
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5.4 Installing OpenText Document Pipelines 5.4.1
Installing OpenText Document Pipeline for DocuLink Before you start the installation, read “Overview and Background Information” on page 29 and “Requirements” on page 30, and make sure that you have met the requirements. The installation file for the Document Pipeline for DocuLink is available in the Knowledge Center (https://knowledge.opentext.com/knowledge/llisapi.dll/open/ 14711031). The installation of the Document Pipeline for DocuLink is described in section 3.1.3 “Installing Document Pipeline for DocuLink” in OpenText Document Pipeline Installation and Upgrade Guide (AR-IDPDP).
5.4.2
Installing OpenText Document Pipeline for SAP Solutions Before you start the installation, read “Overview and Background Information” on page 29 and “Requirements” on page 30, and make sure that you have met the requirements. The installation file for the OpenText Document Pipeline for SAP® Solutions is available in the Knowledge Center (https://knowledge.opentext.com/knowledge/ llisapi.dll/open/14711031). The installation of the OpenText Document Pipeline for SAP® Solutions is described in section 3.1.2 “Installing Document Pipeline for SAP Solutions” in OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP).
5.4.3
Installing OpenText TCP Document Pipelines Before you start the installation, read “Overview and Background Information” on page 29 and “Requirements” on page 30, and make sure that you have met the requirements. Customizing TCP scenarios might be complex, and for complete information, see section 29.2 “Indexing Scenarios” in OpenText Transactional Content Processing - Customization Guide (TCP-CGD). The installation file for the OpenText TCP Document Pipelines is available in the Knowledge Center (https://knowledge.opentext.com/knowledge/cs.dll/Open/ 14503202). The installation of the OpenText TCP Document Pipelines is described in section 10.1 “Installing OpenText TCP Document Pipelines” in OpenText Transactional Content Processing - Installation Guide (TCP-IGD).
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5.4.4
Installing Document Pipeline for Content Server Before you start the installation, read “Overview and Background Information” on page 29 and “Requirements” on page 30, and make sure that you have met the requirements. The installation file for the Document Pipeline for Content Server is available in the Knowledge Center (https://knowledge.opentext.com/knowledge/llisapi.dll/open/ 17753296). Limitations when UAC = ON When modifying the Document Pipeline for Content Server installation, trigger the modification only by the Command prompt opened with the Run as Administrator option. To install Document Pipeline for Content Server: 1.
Start the installation using the master setup. From the Content Server installation media, run :\Mastersetup.exe.
2.
In the Welcome dialog box, click Next.
3.
In the License Agreement dialog box, read the license agreement, select the I accept the terms in the License Agreement check box, and then click Agree.
4.
In the Selection dialog box, select the components you want to install, and then click Next. •
Document Pipeline for Content Server needs Document Pipeline Perl and Document Pipeline Base. The master setup selects the depending components automatically. If Document Pipeline Perl and Document Pipeline Base are not yet installed, see OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP) for a description how to install these components.
5.
•
Document Pipeline Info is optional. It is used for monitoring purposes. For more information, see OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP).
•
Document Pipeline Remote Interface is optional. It is used for an HTTP \HTTPS connection to an Document Pipeline installed on a different computer. For more information, see “Installing the Document Pipeline Remote Interface” on page 36.
Optional In the Prerequisites dialog box, the master setup indicates which programs must be already installed on the computer. Verify that the required programs are installed. If they are not installed, cancel the wizard, install the required programs, and then restart the wizard.
If the programs are installed, click Next.
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Tip: This dialog box is not displayed if you install Document Pipeline for Content Server only. 6.
In the Summary dialog box, check if all necessary components are selected. If you want to change the selected components, click Back to change. Click Install to start the installation. The installation of the selected components is performed in the same order as shown on the summary page.
7.
The Document Pipeline for Content Server installation wizard opens. Click Next.
8.
In the Custom Setup dialog box, perform the following actions, and then click Next. a.
To change the installation folder, click Browse. Tip: The Reset button has no function in this version.
b. 9.
To check how much disk space is required for installation, click Disk Usage.
In the Content Server Connection dialog box, select Direct RPC connection or HTTP\HTTPS connection, and then click Next. For RPC connection, continue with Step 10. For HTTP/HTTPS connection, continue with Step 11
10. If you selected the RPC connection, enter the following Content Server settings. Obtain the information from your Content Server administrator. Content Server Default value is localhost. Domain of Content Server Domain of Content Server. Content Server User Login Default value is Admin. Default value in case of OTDS authenticated Content Server is
[email protected]. The Content Server user must have system administration rights. If the password of Content Server User Login is changed, the Document Pipeline for Content Server installation has to be modified to set the new password. Content Server Password Password of the Content Server user. Content Server Port Default value is 2099.
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Continue with Step 14. 11. If you selected the HTTP/HTTPS connection, enter the following Content Server settings, and then click Next. Obtain the information from your Content Server system administrator. Content Server Default value is localhost. Content Server Administrator Login Default value is Admin. Default value in case of OTDS authenticated Content Server is
[email protected]. The Content Server administrator must have system administration rights. If the password of Content Server Administrator Login is changed, the Document Pipeline for Content Server installation has to be modified to set the new password. Content Server Administrator Password Password of the Content Server administrator. Port Following port numbers are applicable when the IIS server is used as a Web server for Content Server: Default value for HTTP connection is 80. Default value for HTTPS connection is 443. 12. If you selected the HTTP/HTTPS connection, enter the following Content Server and HTTP/HTTPS settings, and then click Next. Content Server CGI Default value is /livelink/livelink.exe. Use HTTPS Only select this check box if you want to use the HTTPS connection. Clear it if you are using the HTTP connection. Note: If you want to establish the HTTPS connection (SSL) between Enterprise Scan and Content Server, install the Trusted Root Certification Authorities using the web browser. Verify Server Certificate Do not select this check box. It could be used for server certificates issued by public entrusted Certificate Authorities but this is not supported in this version. This option is only relevant for HTTPS. HTTP User Login In single sign-on scenarios, provide the Content Server Administrator Login provided in the Content Server Connection (1/3) dialog box. For more information, see Step 11.
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Also relevant if Verify Server Certificate is selected. HTTP Password In single sign-on scenarios, provide the Content Server Administrator Password provided in the Content Server Connection (1/3) dialog box, see Step 11. Also relevant if Verify Server Certificate is selected. 13. If you selected the HTTPS connection, enter the following HTTPS settings, and then click Next. CA Root Certificates Location Path of the server certificate. OpenText recommends storing the certificate generated using Secure Connect in C:\Program Files\OpenText \Certificates. 14. In the Ready to Install dialog box, do one of the following: Click Back if you want to change any of your settings. Click Install to install the OpenText Document Pipeline for Content Server. 15. In the Completing the OpenText Document Pipeline for Content Server installation dialog box, click Finish. 16. Click Finish to close the master setup.
5.4.5
Installing the Document Pipeline Remote Interface The Document Pipeline Remote Interface is an HTTP\HTTPS connection to a Document Pipeline that is installed on a different computer. With the Document Pipeline Remote Interface, documents can be sent from the scan station to the Document Pipeline using HTTP\HTTPS.
Prerequisites
The following components must be installed and configured on the computer hosting the Document Pipeline: •
OpenText Runtime and Core Services (Java and Tomcat need to be installed)
•
OpenText Document Pipeline Perl
•
OpenText Document Pipeline Base
•
At least one “real” OpenText Document Pipeline, for example the OpenText Document Pipeline for SAP® Solutions.
•
An HTTP\HTTPS connection between the scan station and the Document Pipeline computer must be possible. Note: It is not necessary to install any additional components on the scan station.
You can obtain the installation file for the Document Pipeline Remote Interface (dp_remote_interface-.msi) in the Knowledge Center (https:// knowledge.opentext.com/knowledge/llisapi.dll/open/14711031).
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The installation of Document Pipeline Remote Interface is described in OpenText Document Pipeline - Installation and Upgrade Guide (AR-IDPDP).
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Chapter 6
Installing Enterprise Scan OCR Installation files
Supported versions Silent installation
The installation files for Enterprise Scan OCR are not included in the installation media. You can download the installation files in the Knowledge Center (https:// knowledge.opentext.com/knowledge/llisapi.dll/Open/13055578). Enterprise Scan OCR supports Enterprise Scan 10.5.0. You can install Enterprise Scan OCR silently. For more information, see “Using a Silent Installation and Mass Rollout“ on page 19.
6.1 Requirements You can install Enterprise Scan OCR on the Enterprise Scan computer only. Upgrading Enterprise Scan OCR
An upgrade of Enterprise Scan OCR is not supported. You must remove previous versions. Use the Add or Remove Programs tool provided in Windows Control Panel.
6.2 Installing Enterprise Scan OCR To install Enterprise Scan OCR: 1.
Go to Knowledge Center (https://knowledge.opentext.com/knowledge/ llisapi.dll/Open/13055578), and then navigate to Imaging Enterprise Scan > > OpenText Imaging Enterprise Scan OCR > Enterprise Scan Ocr 10.5.0.msi file.
2.
Start the msi file. The Enterprise Scan OCR installation wizard opens and guides you through the installation.
3.
In the Welcome dialog box, click Next.
4.
In the License Agreement dialog box, read the license agreement, select the I accept the terms in the License Agreement check box, and then click Next.
5.
In the Ready to Install dialog box, click Install. Setup will copy all the necessary files, configure the registry and update the configuration files. Tip: This is the last opportunity to cancel the setup without making any changes on the computer.
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Chapter 7
Installing Enterprise Scan Webinterface The Enterprise Scan Webinterface module brings scanning capacity to the Content Server user interface. The indexing feature is also available. Users can scan an image and run an indexing session in the same user interface. Prerequisites
Content Server must be installed before installing the Enterprise Scan Webinterface. To install Enterprise Scan Webinterface: 1.
Start the installation program directly via :
\OT_SCAN_MODULE_10.5.0\escanwebinterface_10.5.0_WIN.exe.
The Enterprise Scan Webinterface installation wizard opens and guides you through the installation. 2.
In the Content Server administration dialog box, click Install Module.
3.
From the list of modules that are available for installation, select the Enterprise Scan Webinterface module, and then click Install.
4.
Restart Content Server.
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Glossary Archive Monitoring Web Client It is a graphical user interface for monitoring the Document Pipelines and additional data. Archive Server Archive Server stores documents on long-term storage media. It consists of server software and services, a database instance, connection to and management of storage systems, and administration tools. Archive Mode Specifies the different archiving scenarios used by Enterprise Scan. The archive mode is configured in the OpenText Administration Client. Barcode During mass scanning, Enterprise Scan can detect barcodes or patch codes and separate the documents automatically. Then the barcode or patch code is displayed in the Index field of the Properties tab. Batch Hierarchical document attribute in Enterprise Scan. In the hierarchy of attributes, batch is located above folder. Hierarchical attributes can be assigned to documents automatically during scanning or manually. The attributes are displayed in the Properties view. Capture Center Capture Center is a solution for automatic document classification and data extraction using optical character recognition. Enterprise Scan and Capture Center work together to automate ingestion of documents into repositories and of data into business solutions. Configuration files Configuration files contain configuration information for a particular program. When the program is started, it consults the configuration file to see what parameters have been set. Important configuration files for OpenText Imaging Clients are the install.ini file, which contains the installation configuration for Windows Viewer, DesktopLink, and Enterprise Scan, and the viewer.cfg files, which contain the configuration information for Java Viewer and Web Viewer. DocTools Programs for automatically processing documents in a Document Pipeline.
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Glossary
Document Group In Enterprise Scan you can subdivide documents in several groups. These groups can be used to divide the archiving tasks between several employees. Document Pipeline A collection of processing modules (DocTools) that are used, for example, to transfer or otherwise process documents to and in the Archive Server. Document Stack All scanned or imported documents that are currently displayed in Enterprise Scan. DPDIR The directory in which the documents are temporarily stored while being processed by the Document Pipeline. Endorser Some scanner models support endorsing, a process in which a stamp that is printed on each scanned sheet to confirm scanning. The endorser is displayed in the Properties tab in Enterprise Scan. Enterprise Scan Short name for OpenText Imaging Enterprise Scan. It is a component of OpenText Imaging. Enterprise Scan is designed for mass scanning scenarios: you can scan documents from various input sources, sort them into documents, and then archive these documents. FaxLink Functionality of Enterprise Scan that connects Enterprise Scan to fax or mail servers, such as Microsoft Exchange Server, or Lotus Domino Server. Folder Hierarchical document attribute in Enterprise Scan. In the hierarchy of attributes, folder is located below batch. Hierarchical attributes can be assigned to documents automatically during scanning or manually. The attributes are displayed in the Properties view. Index Special collection of information used to locate documents or data objects more rapidly during searches. The scan operator can define the index information in a form before archiving the document. The fields of this form are defined in Enterprise Scan itself, with the TCP Modeler or on Content Server.
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Glossary
The term Index has also a second meaning in Enterprise Scan. In the Index field of the Properties tab, the recognized barcode or patch code is displayed. For more information, see Barcode. Indexing Provision of additional information (index) to speed up search functions. When record properties are indexed, values are entered in the properties fields of the records. In general, user input is required here, or the values are automatically extracted and entered from documents or from their context using special processing modules, for example in a Document Pipeline. Leading application Software solution connected to a Content Server product, for example SAP, Siebel, or Microsoft Office SharePoint Server. OpenText Administration Client Administrative tool for setting up and maintaining the Archive Server and its components, such as archives, devices, disk buffers, jobs, archive modes and users. OpenText Archive Monitoring Web Client See Archive Monitoring Web Client. OpenText Imaging Enterprise Scan See Enterprise Scan. Patch code See Barcode. Servtab files Configuration files of the Spawner, which specify which DocTools and processes to start and how to start them. Spawner Service that starts and terminates the DocTools and processes of the Document Pipelines.
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