Nuance ScanSoft Dragon NaturallySpeaking - 14.0 Administrator Guide

Chapter 1: Introducing the Nuance

Management Server

Dragon NaturallySpeaking Professional Overview

Dragon NaturallySpeaking Professional (DNS Professional) with Nuance Management Server in the Cloud introduces a client-server architecture to DNS Professional.

Instead of installing a copy of DNS Professional on every user's machine and administering Dragon from the software's Administrative user interface, you install the Dragon Client on each user's machine, and administer the DNS Professional from a centralized server that Nuance hosts.

The Nuance Management Server in the Cloud allows you to administer all of your Dragon clients at once.

Network setup is straightforward and efficient when you use the NMS Server to apply consistent settings to many workstations running Dragon Client throughout the facility, changing multiple settings on the NMS Server with the click of a mouse on its Nuance Management Console.

You can take cross-network action on Dragon clients from a central NMS Server:

n Create multiple sites where Dragon Clients are installed and assign the same backup

location, roaming user profile storage location, and amount of archive storage/playback space to all users on one site in a single stroke.

n Grant, revoke, and manage all dictating users and administrators (NMS Administrator)

licenses, including viewing the number/type of licenses used/still available.

n Create groups of users and then assign entire groups to one or more sites, all at one time.

n Search through groups of users for those associated with a particular site.

n View/access Dragon logs on every Dragon Client workstation.

n Audit session events across the entire network (who logged on when and other related

events) for a particular slice of time or particular user.

n Display a complete list of all downloaded updates and approve or not approve installation of

them—all from a single window.

Dragon NaturallySpeaking 13 Administrator Guide

n Create user accounts for users, then use simple software tools provided to quickly

upgrade old user profiles, then associate upgraded profiles with new user accounts

n Choose to upload speech data to Nuance's Research department for particular users

or all users in your organization.

These features help you to readily manage a network of Dragon Clients.

Dragon NaturallySpeaking Professional components

Dragon NaturallySpeaking Professional is made up of software modules that include clients, servers, databases, user profile directories, and web services that integrate with one another. The modules are in these groups:

n Nuance Management Server components

n Dragon Clients

n roaming user profiles directory (on any server of the network or on its own machine)

Nuance Management Server components

The Nuance Management Server (NMS Server) components are:

n Nuance Management Server (NMS) — Main Web service that drives DNS

Professional and helps it interact with external clients and servers by carrying out several vital tasks involving allowing user access, determining settings on servers and clients, and storing information about user preferences and transcription formatting. The NMS Server also stores user identification and related administrative information centrally, keeping user profiles available at any site the user travels ("roams") to within the organization and its affiliate facilities, whether the machines are located in different offices of the same site or at other sites in distant cities. If you have DNS Professional with NMS in the Cloud, your NMS server is hosted by Nuance.

n Nuance Management Console — An interface to the Nuance Management Server

for managing set up of all Dragon Clients on the network.

Dragon Client — Receives and interprets user or healthcare user dictation, producing text corresponding to each user's speech. The Dragon Client sends the text into a target application and also preserves text and audio in the speech profiles.

Roaming user profile directory

Roaming user profile Directory — Central storage area for roaming user profiles for

dictating . A single central storage location applies to a particular site in DNS Professional. A roaming user profile contains the accumulated speech information for a particular user from all the Dragon Client workstations where that person has dictated, enveloping the language the user speaks, the accent (if applicable) used, vocabulary or vocabularies, and microphone and/or dictation recording device. These user profiles are called roaming user profiles in other editions of DNS Professional, because their existence at a central location allows speakers to "roam" from location to location and work with the same profile. (These profiles are unrelated to Microsoft Windows user profiles.)

Nuance hosted servers

Nuance hosts servers and services at its headquarters that your DNS Professional network interacts with:

Chapter 1: Introducing the Nuance Management Server

n NuanceLink — Hosted by Nuance on the Internet. Automatically downloads various

updates to the NMS Server over the Internet.

Behind the scenes web services on the NMS Server help it interact with all of these clients and servers as well as carry out its own processes to manage the entire DNS Professional network.

Who works on the network

Two types of people work on the network:

n System Administrators — Manage the entire system through the Nuance

Management Console.

n Users or end users — Dictate using the Dragon Client.

Stand Alone Mode

You can also run Dragon NaturallySpeaking Professional in stand alone mode.

Stand alone mode functions like previous versions of DNS Professional, where Dragon is not connected to the Nuance Management Server, and you install and administer Dragon on the same machine.

If you run Dragon in stand alone mode rather than connected to the NMS, you will see the following differences:

• Sharing of words, commands, and command sets is not available through the NMS. The Administrator can use a command-line tool to share these objects between multiple DNS Professional installations. For more information, see Appendix: Managing Custom Words

and Commands in Stand Alone Mode on page 264.

• The Administrative Settings - Roaming tab is available.

• The Administrative Settings - Miscellaneous tab is available.

• The Connection Center is not available.

• The Enable NMS option on the NMS Settings tab is disabled.

Enabling Administration with the Nuance Management Server

When you install the Dragon Client, it is in stand alone mode. To switch to using the NMS as your administrative server, take the following steps on the Dragon Client:

Dragon NaturallySpeaking 13 Administrator Guide

1. Navigate to Tools > Administrative Settings:

2. Click the NMS Settings tab.

3. In the NMS Options section, click the Enable NMS checkbox.

4. In the Server field, enter the address of the NMS server.

5. In the Login Options section, select one of the radio buttons. Your administrator will tell you which selection is appropriate for your site.

6. Click OK to save your changes.

User Groups Worksheet

Before you begin to enter specifics into the Nuance Management Console, you need to gather required information delineated below. Having these lists available in advance saves time and provides a framework you can use to develop the configuration that works best for your facility.

Chapter 1: Introducing the Nuance Management Server

n Names of all people who will administer the system.

n Names of all users that will dictate using the Dragon NaturallySpeaking Professional

client.

n Groupings of users based on the client settings and options they will use.

n Names of all locations within your organization where the system is deployed; a site in

Dragon NaturallySpeaking Professional is one or more locations all storing roaming user profiles in the same directory folder.

n Names/IP addresses of all the computers that will run the Dragon NaturallySpeaking

Professional client.

n Names of computers and full UNC paths to all locations where you expect to store the

roaming user profiles for users.

n Names of computers and full paths to backup locations.

Recommendations

Nuance recommends that you plan the naming of the components of your organization and the structure of your groups before you begin to configure Dragon NaturallySpeaking Professional.

n Site names should reflect the set of roaming or non-roaming user profiles for users

associated with the site. For example, if you divide your user profiles by location, you could use that location in the name of the site, as it is more helpful than using Site 1, Site 2, and so on.

n Group names should reflect the user accounts that are members of each group.

However, if you have more than one group of a specific type, you should distinguish the groups by adding the group location to the group name; for example, Writers- Longwood, Writers-Northwest.

For your convenience we have included a User Groups Worksheet at the end of this section to help you analyze the needs of the groups in your organization. See User Groups

Worksheet on page 7

Configuring your organization

As part of the initial configuration, Nuance provides the following default components:

n Organization

n Site

n NMC Administration Group

n NMC Administrator User Account

You will rename these components to meet the needs of your organization.

Prerequisites:

n Encrypted license key: Nuance adds this key to the Nuance Management

Server.

n Default login credentials: Use the following information to log in to the Nuance

Management Console:

Dragon NaturallySpeaking 13 Administrator Guide

User Login: The unique user ID for your organization. Nuance sends the ID to your

contact person.

Password: The unique password for your organization. Nuance sends the password to your contact person.

To configure your organization

1. Log in to the Nuance Management Console using the credentials sent to you by Nuance.

See Accessing NMS Server: Logging in through the Nuance Management Console on page 10.

2. Rename the default site.

See Viewing, modifying, and deleting sites on page 38.

3. Rename the default administrator group.

See Viewing, modifying, and deleting groups on page 53

Steps to configuring other objects in your organization

When you have finished the steps above, you are ready to create and configure user accounts, groups, and, if necessary, sites required by your facility. The list below summarizes the configuration process and the references give you access to more detailed information on each step.

1. Create and configure sites (see Configuring a site in your facility on page 34).

2. Create groups for individuals who will either administer the NMS Server or use Dragon NaturallySpeaking Professional for dictation (see Understanding groups on page 41).

3. Create user accounts that assign each user or server administrator in the Dragon Nat-

urallySpeaking Professional system a user name and password (see Creating user accounts on page 56).

4. Install Dragon NaturallySpeaking Professional clients on local and remote workstations of your organization. For details, refer to the Dragon NaturallySpeaking Professional Installation Guide.

Notes:

n In most organizations, user accounts should only be added to more than one group if

the same user will both dictate with Dragon NaturallySpeaking Professional and administer the NMS Server.

n If a user account belongs to two groups, the settings for the group listed first under

Group Memberships supersede the settings for the other groups the user or administrator belongs to. Likewise, if a group belongs to more than one site, the settings for the site listed first for that group supersede the settings for other sites. For more information on relationships between settings for sites, groups, and user accounts, see Understanding groups on page 41.

User Groups Worksheet

Chapter 1: Introducing the Nuance Management Server

Dragon NaturallySpeaking 13 Administrator Guide

Group using same setting

Type of setting or option

Vocabulary Default vocabulary

Action controlled by setting or option

or option:

Group 1 Group 2 Group 3

Administrative settings

Types of commands Mouse motion and speed

Enable HTML support

Enable commands in HTML (web

Dictate "Click" to select hyperlinks

Recognition mode switching

Web search

Desktop search

Email/calendar

Cut shortcuts

Delete shortcuts

Copy shortcuts

Create DM-IV profiles by default

page) windows

Left variable delimiter

Right variable delimiter

Enable Natural language com-

mands – Word

Enable Natural language com-

mands – Excel

Enable Natural language com-

mands – PowerPoint

Enable Natural language com-

mands – Word Perfect

Enable Facebook post commands

Enable Twitter post commands

Auto-Formatting Abbreviate common English units

of measure

Chapter 1: Introducing the Nuance Management Server

Group using same setting

Type of setting or option

Abbreviate titles

Allow pauses in formatted phrases

Action controlled by setting or option

or option:

Group 1 Group 2 Group 3

Automatically add commas and peri-

ods

Caps Lock key overrides cap-

italization commands

Expand common English con-

tractions

Format ISO currency codes

Format other numbers

Format phone numbers

Format prices

Format street addresses

Format times

Format web and e-mail addresses

Insert two spaces after period

"million" instead of ".000.000"

Format US Social Security Num-

bers

Format UK and Canadian post-

codes

Date format

Numbers, if greater than or equal to

Prerequisites for the Nuance Management Console

The Nuance Management Console (NMC)is a web-browser based application that is part of the overall Nuance Management Server (NMS) system. The NMC supports many functions for Nuance applications.

On the computer that will access the Nuance Management Console, make sure the following items are installed:

n Microsoft .NET framework. See System Requirements for Dragon

NaturallySpeaking Professional on page 166 for supported versions.

n Full trust privileges

Dragon NaturallySpeaking 13 Administrator Guide

n Intranet or Trusted Web Site

n Internet Explorer See System Requirements for Dragon NaturallySpeaking

Professional on page 166 for supported versions.

Adding the Nuance Management Console URL as a trusted site

1. In Internet explorer, Select Tools -> Internet options -> Security Tab -> Click on Trus- ted sites icon -> Sites.

2. Enter the Nuance Management Console URL

3. Click Add.

4. Uncheck the checkbox Require Server verification (https:) for all sites in this zone.

5. If you see the following security warning, click Run.

6. When the file downloads are complete, you will see the login screen. Enter your User Login and Password and click Log in.

Accessing NMS Server: Logging in through the Nuance Management Console

1. Open a browser window in Internet Explorer. See System Requirements for Dragon NaturallySpeaking Professional on page 166

2. In the URL field of the browser, enter the URL of the Nuance Management Console. You should have received this URL in your welcome letter from Nuance.

3. When the Nuance Management Console log on box appears, enter the user name and password you received from Nuance.

4. Click Log in. (You should change the password before you exit the Nuance Management Console.

5. The Home page appears.

Chapter 1: Introducing the Nuance Management Server

This page displays links to the various features of the server:

6. From here, you can view: l User Accounts—Each person who needs to use the NMS Server

(NMC Administrators) or to use a Dragon NaturallySpeaking Professional Client (users that dictate) requires a user account with a user name and password to gain access. People who are NMC Administrator users interface with the Nuance Man-

agement Console only to manage the system and people that are users access only Dragon NaturallySpeaking Professional Clients to dictate. As an NMC Administrator,

you can add a user account, search for a particular user account, and/or change a user's user account information and/or settings, and delete a user account.

l Groups—You can assign users to logical groups that identify either the specialty, locale,

or another unifying characteristic of the group members, but you usually group members together who are using the same Dragon NaturallySpeaking Professional settings and options, including formatting options for the results of dictation. Users in a group should also store their user profiles in the same location. Once users are in groups, you can change the user settings for all members of the group at once. Once you assign the same settings to all group members, you can later modify those settings for a single user in the group. You also use groups to assign levels of Nuance Management Console administrator access.

l Licensing—You can view the number of NMC Administrator and Dragon Pro-

fessional licenses that your organization has purchased from Nuance, how many are assigned, and how many are still available. In addition, you can grant and revoke those licenses.

l Utilities—Administrators can view and send messages to users, as required. Messages

provide notifications about when words or command sets are updated in the NMC.

8. Before you proceed, if you are not planning to configure the NMS Server in Active Dir-

ectory, you should change the password of the initial login account Nuance provides. To change the password, refer to Change the NMC Administrator password on page 11 and then return here.

9. To access and add to your organization information, proceed to Accessing and adding to

your organization data on page 13.

Note:

A user that is affiliated with multiple organizations, will find that each practice or organization has a distinct organization ID. In addition, each practice or organization can assign that user a different user name and password.

Change the NMC Administrator password

Any time after you first log on to the Nuance Management Console, you can configure global settings for the entire Dragon NaturallySpeaking Professional network. Those global settings include:

n Initial log/password

n Number of SQL trace lines to display (limit the number to avoid them scrolling off the

screen)

n FTP path on the data collection server

Dragon NaturallySpeaking 13 Administrator Guide

To change these settings, you take these steps:

Caution:

If you are planning work in the Active Directory Services interface, do not change the password of the account Nuance supplies for initial login until after you have configured Active Directory. For more information, see Setting up the Nuance Management Server to run Active Directory

Services on page 18.

In the upper left of the screen, click on the circle icon with the NMC logo . You then see the following options, shown in the illustration:

l Change password, with a person symbol l Upload NMC Log File, with a wrench symbol above it l Log out, with a back arrow above it

2. Select Change password and the Change Password dialog box opens. After you have logged in for the first time, this dialog box is where you change the password of the NMC Administrator account that Nuance provides for initial login. In the User name text box, you can change the name of the user ID that Nuance sent you. Enter your old password, then the new password. Then confirm the new password in the Confirm password text box and click OK).

Chapter 1: Introducing the Nuance Management Server

3. In the NMC Application Menu, you see headings for several types of settings that you can click to open and close the information under them:

l General l Nuance Management Console l Nuance Management Server l SMTP l Data Collection FTP

l Reports

4. If you do not see any settings below General, click that heading and set the settings (see preceding illustration):

l Disable scheduled NMS database backups — Select this option to turn off any

scheduled back up operations for the NMS database.

l LINQ to SQL trace output—Click/select this check if you want the NMS Server to

use LINQ to SQL technology to send database messages that NMS SQL Database generates to a list, tracing the messages so that you can monitor them. If you have trouble with your system, Nuance Technical Support or Service personnel might need to look at these messages.

5. If you do not see any settings below Data Collection FTP, click that heading and view the settings (see illustration below). Nuance sets these values for you and you normally do not change them, except in rare circumstances when Nuance asks you to.

l Data collection FTP server path—You should see the location of the Nuance Data

Collection FTP server that the NMS Server uploads collected data to.

l Data collection FTP server login—Enter the login name that the NMS Server

should use to log in to the Nuance Data Collection Server to upload collected data.

l Data collection FTP server password—Enter the password that the NMS Server

should use to log in to the Nuance Data Collection Server to upload collected data.

6. Use the SMTP section to set up and enable a mail server on the Nuance Management Server. For details, see Enable SMTP.

Accessing and adding to your organization data

Once you have accessed the Nuance Management Console, you are in the Home tab. From here you can view your organization information and enter details about your organization by taking several steps.

Notes:

Dragon NaturallySpeaking 13 Administrator Guide

n Enhancements help you find and manage items and data in an organization. For

details, see Finding and managing organization data.

n Many organization level options are now located on the Organizations Details screen

on the Products tab. For details, see Configure product settings for an organization.

n Typical enterprises have only one Nuance organization GUID, a single string of

numbers and letters that Nuance assigns to you as a customer. That identifier is for your entire organization.

1. Under Sites, click Organization Overview. The Nuance Management Console displays the Manage Organization screen which contains:

l In the Organization text box the Default organization name. l A list of the organization's Sites. Initially, you see the Default site. You later change

this site's name to match one of your sites and create additional sites as well. l To view a group, expand a site. l To view the users that belong to a group, select the group. Users are displayed on the

right side of the screen.

Chapter 1: Introducing the Nuance Management Server

More About Nuance Supplied Groups and Licenses

l The NMC Administration group includes two initial user accounts, one the account

you used to log in for the first time.

l NMC Administrator licenses, the type of licenses required to set up the network in

the NMS Server through the Nuance Management Console.

2. To view or modify the organization's information, click the Details icon in the Sites > Organizations ribbon.

Organization Details—General tab

The following fields are configured by Nuance Order Management. You can configure the fields. However, that action should not be necessary.

n Organization name: This is the customer ID that Nuance created when it created

your organization. You cannot edit this field.

n Contact name: Enter the name of the person Nuance should contact to interface

with your organization.

n Email: Enter the email address of the person in your organization that Nuance

should send email to.

n Organization ID: You see the organization identifier that Nuance assigned to

you. You can always find this identifier here.

n Date Created: The date the organization was created.

Organization Details—Address tab

n Street 1, 2, and 3: Enter the address of your organization's headquarters.

Individual sites of the organization show the address of its other particular facilities.

n City, State, Zip, Country: Fill in the City, the State (to the right of the City field),

the Zip code (below the City field), and the Country of your organization's headquarters. Individual sites of the organization show the address of its other facilities.

Dragon NaturallySpeaking 13 Administrator Guide

Organization Details—Products tab

n Use the settings on this page to set organization level options for your products.

For Dragon Professional, the Organization Details > Products tab contains a section called Dragon NaturallySpeaking. This section contains the following setting:

Upload user data to Nuance for research purposes: Click/select this check box to upload data from your dictation and user profiles to Nuance so that the company can improve future versions of the product and further enhance speech recognition technology. The data transferred is encrypted.

For more information, see Configure product settings for an organization.

Chapter 1: Introducing the Nuance Management Server

Organization Details—Organization Tokens tab

n Use the settings on this page to create a token for an organization. For more

details, see Creating Organization Tokens.

Dragon NaturallySpeaking 13 Administrator Guide

Organization Details—Domains tab

n Use the settings on this page to add an Active Directory connection string. For

more details, see Set the Active Directory Connection String.

Setting up the Nuance Management Server to run Active Directory Services

You can use Active Directory Services to manage your DNS Professional network. Ideally, you should decide to use Active Directory Services before you install the DNS Professional network because enabling Active Directory Services requires that you perform specific steps during the installation process. However, you can enable Active Directory Services before or after you have installed the DNS Professional network.

Enabling Active Directory Services

2. Creating NMC Administrator Account in NMS Server for Active Directory Administrator:

l Install the Nuance Certificates on any workstation where you want to log in through the

Nuance Management Console. (Refer to the Nuance Management Console Help.) l Log in to NMS Server using the admin login Nuance provides. l Prepare to create user accounts by changing the name of the organization/site Nuance

provides to match your organization and site. l Create an NMC Administrator user account for the Active Directory administrator.

See Create a user account. l If you would like, create all other user accounts now; or you can create user accounts

later. l Create Single Sign-On User Accounts: If you want to set up to log in only once, you

can set up Active Directory Single Sign-On user accounts (they are optional); see

Creating Active Directory Single Sign-On user accounts on page 18. You need to cre-

ate these accounts before you can associate a user account with an already existing

upgraded roaming user profile.

3. Set the Active Directory connection string.

4. Continue to configure the NMS Server as Active Directory Administrator

l Follow instructions in the Nuance Management Console Help.

Creating Active Directory Single Sign-On user accounts

Dragon NaturallySpeaking Professional supports Active Directory Single Sign-On, which allows users to log in using their Windows credentials.

The following sections describe how to configure Active Directory Single Sign-On accounts.

Note: For the most current information on how to configure Single Sign-On accounts, see the

https://isupport.nuance.com website.

Implementing Active Directory Single Sign-On

When you implement Active Directory Single Sign-On, you set up to automatically log in when they have logged in to Windows. In this type of setup, avoid having to enter their login and

Chapter 1: Introducing the Nuance Management Server

password multiple times.

Steps

n You must configure the NMS Server to use Windows Active Directory Services. For

more information see Setting up the Nuance Management Server to run Active Directory Services on page 18.

n You must set up Windows Domain user names and user account login names that

are identical. For more information, see To configure Active Directory Single Sign-

On.

If the login credentials for an existing user account do not match the user’s Windows login, you must delete the user account and create a new one. Make sure the login credentials for the new account match the user's Windows login credentials.

To configure Active Directory Single Sign-On

1. During the process of creating useruser accounts in the NMS Server, be sure to assign a login name that matches the user name of the provider's Windows Domain login name (see the next illustration).

In the Login field, enter the user name of the provider's Windows Domain login name. The logins for DNS Professional and Windows must be identical.

For example, if a provider's Windows Domain login name is one of the following:

• "Domain\John_Doe"

• "John_Doe@domain.example.com"

You enter "John_Doe" in the Login field.

Dragon NaturallySpeaking 13 Administrator Guide

For DNS Professional, for each Dragon client, perform the steps in Enabling Dragon client

computers for Active Directory Single Sign-On.

Enabling Dragon client computers for Active Directory Single Sign-On

To enable the Active Directory Single Sign-on feature for Dragon users, perform the following actions on each Dragon client computer.

Enable Active Directory Login in the Dragon Client

Take the following steps on each Dragon Client installation:

1. In the Dragon Bar, go to Tools > Administrative Settings. The Administrative Settings dialog appears.

2. Click the NMS Settings tab:

3. Select the Enable NMS checkbox if it is not already selected.

4. In the Server field, enter the address of the Local Authenticator.

Chapter 1: Introducing the Nuance Management Server

5. In the Login options section of the tab, select the Use Windows single sign on radio button.

6. Click OK.

You can help Nuance improve the future quality of speech recognition by sending speech data from your network to Nuance on a regular basis. No personal information is ever sent to Nuance and participation in data collection is completely voluntary.

The process of accruing the speech data that Nuance can use is called data collection. When you turn on data collection, you let the Dragon clients collect up to 500 MB of text and data per user about optimizations performed and send it to the Nuance Management Server to be stored.

The Nuance Management Server then uploads the data every night at 2:00 AM. Only Nuance can change this schedule.

Turning on data collection for your site

To turn on data collection for your entire site, take these steps:

1. On the menu bar, click Organizations > Search.

2. Enter search criteria and click the magnifying glass.

3. To see your organization's information and add details to it, click the Organization > Details icon in the ribbon.

4. Select the Products tab.

5. Expand the Dragon Naturally Speaking section.

6. Select the Upload user data to Nuance for research purposes option.

7. Click Save to save the change.

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Turning on data collection for individual or users

You can also turn on data collection for individual end users in the User Account Details tab under the Network Edition US sub-tab:

1. On the menu bar, click the User Accounts ribbon, then click the Search icon in the ribbon under User Accounts.

2. When the name of the user appears in the User Accounts screen, double click the name to open the User Account Details for that healthcare provider.

3. Click the Dragon Professional tab.

4. Expand the User Account Options section.

5. Go to the bottom of the User account options section and click the Upload dictation data to Nuance for research purposes check box.

6. Click Save to save the change to the user account settings.

7. You can repeat these steps for selected individual user accounts in the NMS Server.

Chapter 1: Introducing the Nuance Management Server

Privacy of your data and Nuance data collection

When you implement Data Collection it is for sending recognition data to Nuance to improve the accuracy of this and future products. Nuance works with collected data because our software can learn from experience about the language you, and your fellow professionals, use. We track the vocabulary, syntax, and pronunciation used by professionals in practice, and our experience makes our products more accurate and easier to use for you and others.

Nuance will never pass your recognition data on to anyone else or use it for any other purpose other than as set out in this notice.

Nuance will only collect recognition data (on behalf of your organization), and will collate and combine it with recognition data collected from other health professionals using Data Collection. We will not store the recognition data under your name, the company name, or an individual’s name, although the database will contain a search function enabling such terms to be searchable within the database.

Nuance will use the recognition data in accordance with your organization’s instructions. We use it to conduct research in order to enhance and improve the accuracy of this and future products.

The only people with access to this data will be our employees, permitted agents, subcontractors, etc. on a need to know basis, all of whom are bound by obligations of confidentiality to keep the data strictly confidential.

Nuance will transfer the personal data to its Data Collection sites that may be located outside of the EEA. However, Nuance shall ensure that any such transfer is compliant with the EU Data Protection Directive.

Our corporate policies and practices, and our contractual commitments to your organization, require us to take appropriate technical and organizational measures against unauthorized or unlawful processing of any personal data that you have provided to us and against accidental loss or destruction of, or damage to, that personal data.

Chapter 2: Overview of NMS in the

cloud

This chapter discusses NMS in the cloud; how it works, how it differs from hosting an on-premise NMS, and how to upgrade to NMS in the cloud.

Overview of NMS in the cloud

Nuance Management Server (NMS) in the Cloud stores data objects on the cloud server in the Nuance data center. These objects include the following profile customizations:

n User account

n Text and Graphics/auto-texts

n Custom words

n Custom Command Sets

Storing objects in NMS in the cloud allows organizations that have more than one Nuance product to share data across multiple Nuance applications. For example, if an administrator at an organization creates an auto-text in the Nuance Management Console, that organization's users can see and use that object with Dragon NaturallySpeaking Professional as well as any application that uses Speech Anywhere Services.

What will be different when you migrate to NMS in the cloud?

This section describes what you can expect when moving or upgrading to the NMS in the cloud configuration.

Note: Text and Graphics and DragonTemplates are supported. Text and Graphics with Lists are not supported.

n NMS is hosted in the Nuance Data Center instead of being hosted in your organization.

n The cloud NMS stores all the Dragon user settings.

n Management - Your administrators access the cloud Nuance Management Console to

configure and manage users. This provides the administrators with one place where they can view and manage all product licenses for NMS supported products.

Dragon NaturallySpeaking 13 Administrator Guide

n Shared content (profile sharing) with other Nuance products. Text and Graphics/auto-

texts and custom words can be shared between DNS Professional and SpeechAnywhere Services powered third party applications.

n Single and centralized cloud management of products.

n Management of cloud Text and Graphics/auto-texts using the cloud Nuance

Management Console.

n Management of Dragon and NMS settings that was previously accomplished using the

on-premise Nuance Management Console is now done using the cloud/hosted Nuance Management Console.

n User profiles are enhanced with customizations; auto-texts and custom words that are

defined at the Site or Group level.

n Importing, exporting, and deletion of user profiles is not available in the cloud NMS.

These features have been moved to the Dragon client for Dragon NaturallySpeaking Professional.

n An administrator can back up and restore a user account from the User Accounts

screen.

n In some cases, you may need to install and configure an NMS “Local Authenticator”

when on-premise LDAP or Active Directory support is required.

n Speech node collections are defined at the organization level.

n NMS download packages are distributed to individual organizations instead of to

everyone on the system.

n You can add comments to organization tokens

n The Organization Tokens tab and Credentials tab are visible to all administrators.

Managing user logins

User logins in the cloud must be unique. If a user’s login is being used by a user in another organization in the cloud NMS, this is a user login conflict that needs to be resolved before the user can be migrated to the cloud NMS. For example, if you are upgrading "Bob" to NMS in the cloud, and user login "Bob" already exists in the cloud NMS, this is a naming conflict. For more details, see Move data from an existing user to the cloud NMS server.

Organizations using LDAP/AD

If you are using LDAP or Active Directory to authenticate users, there should be no conflicts when moving to the cloud. The NMS uses a “domain” along with the login which maps to a unique organization.

1. Install and configure the NMS Local Authenticator.

2. Minor configuration of the NMS Local Authenticator is required which basically consists of setting a domain name and the LDAP address where non-trusted LDAP/AD functionality is required. For details, see Install the Local Authenticator.

Organizations using NMS native credentials

If you are using NMS native logins to authenticate users, when you move to the cloud, the NMS native logins may conflict with existing user accounts. For example, if your organization has a user login called “bob” and a user login called “bob” is already in use in the cloud system, you must change the user login before you can move that user account to NMS in the cloud. The Local Authenticator is not required.

Chapter 2: Overview of NMS in the cloud

The Cloud Migration tool considers a user account on an on-premise NMS and a user account on the cloud NMS to be the same if their user logins are the same and both accounts belong to the same organization.

Using the Profile Association Tool

The Profile Association tool is only required for US customers that are upgrading from a version of DNS Professional that does not support NMS in the cloud.

Administrators install the Profile Association Tool in a location that:

n Has access to the profile store

n Communicates with the NMS in the cloud

The workflow for using the profile association tool is:

n Nuance sets up an Organization for your organization in the cloud NMS.

n Your administrator uses the cloud Nuance Management Console to create user

accounts

n Your administrator runs the standalone Profile Association Tool to:

n Search the user profile store for available user profiles that require

user accounts

n Search the cloud NMS server for user accounts that need user

profiles

n Allows the administrator to map the user profiles to the user

accounts.

Authentication

After you upgrade a user account or a Dragon client to Nuance Management Server (NMS) in the cloud, users must log into the system using the Dragon client in connected mode. This action authenticates the user with the NMS and allows them to later use Dragon in disconnected mode.

The user cannot use Dragon in disconnected mode until they first login to Dragon in connected mode.

The following only applies to organizations that are using LDAP/Active Directory SSO for authentication. NMS native credential users do not require the Local Authenticator.

Since the NMS is no longer on-premise, you must install and configure the “NMS Local Authenticator” to query your LDAP/Active Directory store and validate user credentials. You install the “NMS Local Authenticator” at your site and configure your Dragon Clients to point to the Local Authenticator. The Local Authenticator tests the user credentials and sends authentication requests to the cloud NMS to retrieve data.

Profile importing, exporting, and deleting

Since the NMS in the cloud does not have access to the profile store, this functionality is no longer available in the Nuance Management Console. Instead, it is available and performed through the Dragon Client.

If an administrative task requires the importing, exporting, or deletion of user profile(s), someone must perform these actions on the Dragon workstations. For details, see the Dragon Help.

Dragon NaturallySpeaking 13 Administrator Guide

Overview of Installing and Configuring NMS in the Cloud

This section provides an overview of how to install and configure Dragon NaturallySpeaking Professional with the Nuance Management Server (NMS) in the cloud. For a detailed list of steps and prerequisites, see Dragon in the Cloud Installation Checklist in the Dragon NaturallySpeaking Professional Installation Guide.

Overview of Installing and Configuring NMS in the Cloud

You will complete the following steps to install and configure Dragon NaturallySpeaking Professional with the Nuance Management Server (NMS) in the cloud:

1. Before You Begin

2. Set Up Your roaming user profile Host Machine

3. Install the Local Authenticator (Optional)

4. Install and Configure Dragon clients

Before You Begin

Before you begin, Nuance will send you a welcome email containing the information that you need to install and configure NMS in the cloud, including:

n The URL for NMS in the cloud.

n Your Organization ID.

n Your administrator user name and password.

n An alphanumeric token that you will need to install the Local Authenticator.

Keep this information on hand; you will need it as you install and configure DNS Professional with NMS in the cloud.

Install the Local Authenticator

If you want to use LDAP or Active Directory Single Sign On for your authentication, and are using NMS in the cloud, you must install the NMS Local Authenticator.

The cloud NMS cannot test LDAP credentials inside your organization. The NMS Local Authenticator fills this gap by testing LDAP credentials. If they pass verification, the Local Authenticator sends the credentials to NMS in the cloud for processing.

You install the Local Authenticator on a local server that is accessible to both the cloud NMS and your Dragon Clients. Once a client authenticates with the Local Authenticator, the cloud NMS server is used for all other client requests; using the session the client was granted during authentication.

If you want to use Dragon's native authentication, you do not need to install the Local Authenticator.

See Installing the Dragon Client in the Dragon NaturallySpeaking Professional Installation Guide for instructions on how to install the Local Authenticator.

Set Up Your roaming user profile Host Machine

Set up the machine that will host your roaming user profiles. For more information, see Setting up the roaming user profiles machine and Checklists for Setting up a file server for roaming user profiles in the Dragon NaturallySpeaking Professional Installation Guide.

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