ABBYY FlexiCapture - 10.0 Administrator’s Guide

ABBYY FlexiCapture 10
System Administrator’s Guide
© 2011 ABBYY. All rights reserved.
© 2011 ABBYY. All rights reserved.
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© 2011 ABBYY. All rights reserved.
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Table of Contents
Installing ABBYY FlexiCapture 10 ....................................................................... 5
Standalone Installation ............................................................................................................................................................................................................................ 5
System Requirements ......................................................................................................................................... 5
Installation methods ............................................................................................................................................ 5
Interaction of the system components ............................................................................................................ 5
Manual (interactive) installation ........................................................................................................................ 5
Command line installation .................................................................................................................................. 6
Distributed Installation ............................................................................................................................................................................................................................ 7
System Requirements ......................................................................................................................................... 7
General information ........................................................................................................................................... 14
Preparing the Application Server for installation on Windows 2012 ...................................................... 14
Preparing the Application Server for installation on Windows Server 2008 R2 .................................. 15
Preparing the Application Server for installation on Windows 2003 ...................................................... 18
Installing the servers ......................................................................................................................................... 22
External components required for the correct operation of the system ................................................. 24
System components in IIS and their configuration ..................................................................................... 25
Database server ................................................................................................................................................. 36
Interaction of the system components .......................................................................................................... 37
Installing the stations ......................................................................................................................................... 37
Using Active Directory .......................................................................................................................................................................................................................... 39
Example: Deploying ABBYY FlexiCapture 10 using Active Directory ................................................... 40
Using SMS ....................................................................................................................................................................................................................................................... 43
Example: Deploying ABBYY FlexiCapture 10 using Microsoft SMS ..................................................... 43
Installing Remote Stations .................................................................................................................................................................................................................. 46
Updating your earlier ABBYY FlexiCapture 10 releases to Release 6 ................................................................................................................. 47
Distributed installation ....................................................................................................................................... 47
Standalone installation ...................................................................................................................................... 47
General notes ..................................................................................................................................................... 47
Upgrading from ABBYY FlexiCapture 9.0 .............................................................................................................................................................................. 47
Using ABBYY FlexiCapture 9.0 Professional projects (*.fcproj) ............................................................. 47
Using ABBYY FlexiLayout Studio 9.0 projects (*.fsp) in ABBYY FlexiLayout 10 ................................ 48
Using FlexiLayouts (*.afl) created in ABBYY FlexiLayout 9.0 ................................................................. 48
Upgrading from ABBYY FlexiCapture 8.0 Professional ................................................................................................................................................ 49
Using ABBYY FlexiCapture 8.0 Professional projects (*.fcproj) ............................................................. 49
Using ABBYY FlexiLayout Studio 8.0 projects (*.fsp) in ABBYY FlexiLayout 10 ................................ 49
Using FlexiLayouts (*.afl) created in ABBYY FlexiLayout 8.0 ................................................................. 49
Errors which may occur while converting FlexiLayouts ............................................................................ 49
Upgrading from ABBYY FormReader 6.5 ................................................................................................................................................................................ 50
Using ABBYY FlexiCapture Studio 1.5 projects (*.fsp) in ABBYY FlexiLayout 10 ............................. 50
Using FlexiLayouts (*.afl) created in ABBYY FlexiCapture Studio 1.5 .................................................. 50
Importing templates from ABBYY FormReader 6.5 batches (*.frm) ...................................................... 51
Managing Your Licenses ....................................................................................... 55
Overview ......................................................................................................................................................................................................................................................... 55
ABBYY FlexiCapture 10 License Manager .............................................................................................................................................................................. 55
© 2011 ABBYY. All rights reserved.
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License properties ..................................................................................................................................................................................................................................... 56
License statuses ........................................................................................................................................................................................................................................... 56
Buttons ............................................................................................................................................................................................................................................................. 57
Activating a license .................................................................................................................................................................................................................................. 57
How activation is carried out? ......................................................................................................................... 57
Connecting stations to the Licensing Server ......................................................................................................................................................................... 57
Setting Up FlexiCapture 10 Distributed Installation .................................... 59
Quick setup of FlexiCapture for demonstration installations .................................................................................................................................. 59
Detailed setup of FlexiCapture........................................................................................................................................................................................................ 59
How to choose the user authentication type ................................................................................................ 59
Creating a database .......................................................................................................................................... 60
Connecting to an existing database .............................................................................................................. 63
Uploading project to server .............................................................................................................................. 63
Creating new users ............................................................................................................................................ 64
Setting up user roles and access rights ........................................................................................................ 66
Configuring the Processing Server ................................................................................................................ 67
Oracle database settings ....................................................................................................................................................................................................................... 69
Webstations settings ............................................................................................................................................................................................................................. 71
Security Settings in FlexiCapture 10 Distributed ............................................................................................................................................................... 71
Recommendation for setting up FlexiCapture 10 ............................................................................................................................................................ 75
General recommendation ................................................................................................................................. 75
Using performance counters ........................................................................................................................... 78
Logging ....................................................................................................................... 83
Administration and Monitoring Console logs ...................................................................................................................................................................... 83
Task processing logs on the Processing Servers ................................................................................................................................................................. 83
OS event logs on the servers ............................................................................................................................................................................................................. 83
Working with Clusters ............................................................................................ 84
Setting Up the Processing Server ................................................................................................................................................................................................... 84
Deploying the Processing Server on a Failover Cluster ........................................................................... 84
Setting Up the Licensing Server ................................................................................................................................................................................................... 103
Setting Up the Application Server (and clustering the Administration and Monitoring Console and Web Stations) . 103
Setting Up an NLB Cluster for the Application Server ............................................................................. 103
Technical Support .................................................................................................. 105
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Installing ABBYY FlexiCapture 10

Before purchasing the product, analyze your document processing needs and select either the local or the distributed version.
If you plan to process moderate amounts of documents (approximately 5,000 pages per day), employ one or two operators for the job, and do not require any sophisticated batch routing, then Standalone Installation is the best choice.
If you plan to automate data capture and processing, require sophisticated batch routing based on document or batch types, and need a scalable pool of centrally administered workstations, then select Distributed Installation.
Note: When inst tions systems, the UAC must be disabled before installation or the native administrator account must be used.
Important! The distributed and local versions cannot be installed on the same computer.

Standalone Installation

System Requirements

PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i5/Core™ i7, AMD
Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2,
alling the program under Windows Vista, Windows 7, Windows Server 2008 or Windows Server 2008 R2 opera-
K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz
Windows Server 2008 SP2+ Desktop Experience, Windows Server 2008 R2 SP1+ Desktop Experience, Windows Server 2012 + Desktop Experience, (for localized interfaces, corresponding language support is required)
Memory: 512 MB for each CPU core, but no less than 1 GB
Hard disk space: 1,5 GB (including 1 GB for installation)
Scanner supporting TWAIN, WIA or ISIS
Video card and display with a resolution of 1024×768
Microsoft .NET Framework 3.5 SP1

Installation methods

The following installation methods are available to install the standalone version of ABBYY FlexiCapture:
manually (interactive installation)
from the command line

Interaction of the system components

The following figure displays the system component interaction for standalone installation:
If you have one license and several operator stations, then for connecting operator stations to the Licensing Server, the 10040 port has to be opened manually in Firewall settings.

Manual (interactive) installation

To install the standalone version of ABBYY FlexiCapture:
1. In the Autorun menu, select Standalone Installation (you can run the autorun.exe file manually).
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