Xerox DigiPath 4.0 Administration Guide

Xerox DigiPath Production Software

DigiPath 4.0 Web Services Server Administrator Guide

701P40633 Version 4.0 September 2003

Xerox Corporation Global Knowledge and Language Services 800 Phillips Road - Bldg. 845-17S Webster, NY 14580

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This product includes software developed by the Apache Software Foundation. This software is based in part on the work of Graeme W. Gill. Includes Adobe® PDF Library technology Portions contain an implementation of the LZW algorithm licensed under U.S. Patent 4,558,302 All non-Xerox brands and product names are trademarks or registered trademarks of their respective companies. Changes are periodically made to this document. Changes, technical inaccuracies, and typographical errors will be

corrected in subsequent editions.

Notices and Certifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Approvals and certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

60HZ, 115V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

50HZ, 220V-240V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Radio frequency emissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Europe 50HZ, 220V-240V equipment . . . . . . . . . . . . . . . . . . . . .viii

Safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Operational safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix

General safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Maintenance safety . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

About this guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiv

How to recognize important information . . . . . . . . . . . . . . . . . . . . . . . . . xv

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Flag icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvi

Related information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

DigiPath documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii

Scanner documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

DigiPath scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xviii

DocuImage 620S scanner . . . . . . . . . . . . . . . . . . . . . . . . xviii

Xerox Production Printing Services . . . . . . . . . . . . . . . . . . . . . . xviii

Xerox solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xix

Third party software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xix

Windows related information . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx

Windows Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx

Windows Microsoft Web site . . . . . . . . . . . . . . . . . . . . . . . xx

Getting Help online . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi

Using a Help menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi

Using Help in a dialog box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xxi

Ordering additional materials and supplies . . . . . . . . . . . . . . . . . . . . . . xxii

Obtaining additional support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

X-PRESS FAX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

DigiPath FAQ Xerox web site . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

Xerox Welcome Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii

TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

1. About DigiPath Web Services. . . . . . . . . . . . . . . . . . . . . . . . . . . .1 - 1

Product overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 2

Powering up the hardware and starting the DigiPath WS server . . . . 1 - 3

Logging into the DigiPath WS application . . . . . . . . . . . . . . . . 1 - 4

Logging out of DigiPath WS application . . . . . . . . . . . . . . . . . . 1 - 6

Shutting down the DigiPath WS server . . . . . . . . . . . . . . . . . . 1 - 7

Virus protection recommendations . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 - 8

Protecting DigiPath WS from virus contamination . . . . . . . . . . 1 - 8

2. Setting up a DigiPath WS server . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 1

Setting up the Online Library repository structure . . . . . . . . . . . . . . . . 2 - 2

The MainCollection cabinet . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 2

Creating other cabinets and folders in Document Library . . . . 2 - 3

Setting browser options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4

Microsoft Internet Explorer 6.0 . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 4

Netscape 7.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 5

Determining the DigiPath Web Services home page URL . . . . . . . . . 2 - 6

Obtaining the server name . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 7

Obtaining the DNS domain network name and /or IP address . 2 - 8

Adding documents to the Online Library . . . . . . . . . . . . . . . . . . . . . . . 2 - 9

Creating documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 9

Adding documents to folders . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 10

Copying documents from a Document Library cabinet . . . . . . 2 - 10

Adding user accounts and groups . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 11

Changing the default (dwadmin) administrator password . . . 2 - 12

Assigning user access to cabinets and folders . . . . . . . . . . . . . . . . . 2 - 13

Configuring DigiPath Web Services . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 15

Setting printer administration options . . . . . . . . . . . . . . . . . . . . . . . . 2 - 16

Installing a security certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 17

Obtaining the security certificate . . . . . . . . . . . . . . . . . . . . . . 2 - 17

Generating the Certificate Signing Request (CSR)

and Key Pair file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 - 18

Submitting the key information to the vendor . . . . . . . . . . . . . 2 - 20

Attaching and installing the certificate . . . . . . . . . . . . . . . . . . 2 - 21

Backing up the CSR and key pair file . . . . . . . . . . . . . . . . . . . 2 - 21

3. Online Library management . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 - 1

Understanding the Online Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2

Managing folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 2

Adding folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 4

Defining the properties of documents and folders . . . . . . . . . . . . . . . . 3 - 6

Viewing and modifying document or folder attributes . . . . . . . . 3 - 7

Assigning user access to documents or folders . . . . . . . . . . . . 3 - 8

Working with folders/documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11

Copying a document or folder . . . . . . . . . . . . . . . . . . . . . . . . 3 - 11

Copying a document or folder as a shortcut . . . . . . . . . . . . . 3 - 13

DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE TABLE OF CONTENTS

Moving a document or folder . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 14

Deleting a document or folder . . . . . . . . . . . . . . . . . . . . . . . . 3 - 15

Moving the MainCollection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 - 16

Moving the MainCollection cabinet . . . . . . . . . . . . . . . . . . . . . 3 - 16

Stopping DigiPath Services . . . . . . . . . . . . . . . . . . . . . 3 - 17

Moving the MainCollection cabinet . . . . . . . . . . . . . . . 3 - 18

Restarting the DigiPath WS server . . . . . . . . . . . . . . . 3 - 19

4. System administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 - 1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 2

Administration access privileges . . . . . . . . . . . . . . . . . . . . . . . 4 - 3

Accessing the Administration Menu . . . . . . . . . . . . . . . . . . . . . 4 - 4

Defining Administrator Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 5

Defining the overall settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 6

Defining user access preference . . . . . . . . . . . . . . . . . . . . . . . 4 - 9

Enabling the default job name . . . . . . . . . . . . . . . . . . . . . . . . 4 - 11

Using web notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 12

Document Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 14

Scheduling document conversion . . . . . . . . . . . . . . . . . . . . . . 4 - 15

Specifying viewing options . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 18

Accessing the View Configuration page . . . . . . . . . . . 4 - 21

Defining the Overall Document

Viewing options . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 22

Defining the JPG Viewing options . . . . . . . . . . . 4 - 25

Defining the Adobe PDF Viewing options . . . . . 4 - 26

Setting visible attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 27

Setting viewable attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 30

Search configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 31

Specifying searchable attributes . . . . . . . . . . . . . . . . . . . . . . . 4 - 32

Configuring remote server access . . . . . . . . . . . . . . . . . . . . . 4 - 34

Connecting a DigiPath WS server to a DigiPath

remote server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 34

Determining the DigiPath remote server

host name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 35

Setting up common user accounts . . . . . . . . . . 4 - 36

Connecting the DigiPath remote server

on the DigiPath WS server . . . . . . . . . . . . . . . . 4 - 37

Configuring a virtual directory for IIS

on the DigiPath WS server . . . . . . . . . . . . . . . . 4 - 38

Configuring the DigiPath WS server to

search the remote server . . . . . . . . . . . . . . . . . 4 - 40

Searching remote servers through DigiPath WS 4 - 41

DigiPath WS site customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 - 42

iii

TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

5. User administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 - 1

Managing user accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 2

Defining user access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 5

Library and Print Access . . . . . . . . . . . . . . . . . . . . . . . . 5 - 5

Administration Access . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 7

Accessing the User Administrator options . . . . . . . . . . . . . . . . 5 - 8

Checking for new user requests . . . . . . . . . . . . . . . . . . . . . . . . 5 - 9

Viewing the user list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 11

Adding a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 12

Accessing the Add User page . . . . . . . . . . . . . . . . . . . 5 - 12

Assigning Library and Print Access . . . . . . . . . 5 - 15

Assigning Administration Access . . . . . . . . . . . 5 - 16

User Information . . . . . . . . . . . . . . . . . . . . . . . . 5 - 17

Billing Information . . . . . . . . . . . . . . . . . . . . . . . 5 - 17

Editing the Anonymous account . . . . . . . . . . . . . . . . . . . . . . . 5 - 18

Editing a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 20

Deleting a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 21

Disabling a user account . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 22

Managing groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 23

Viewing the group list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 23

Adding a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 24

Assigning group membership . . . . . . . . . . . . . . . . . . . 5 - 25

Deleting a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 - 26

6. Printer administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 - 1

Print administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 2

Defining the print administration functions . . . . . . . . . . . . . . . . 6 - 3

Managing queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 4

Displaying the queues list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 4

Adding a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 6

Editing a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 10

Deleting a queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 12

Setting web printing switches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 13

Setting up a job transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 15

Adding a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 15

Editing a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 17

Deleting a job transfer queue . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 17

Specifying masking options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 18

Specifying standard print options . . . . . . . . . . . . . . . . . . . . . . 6 - 19

Specifying advanced print options . . . . . . . . . . . . . . . . . . . . . 6 - 19

Specifying reprint print options . . . . . . . . . . . . . . . . . . . . . . . . 6 - 20

Customizing paper stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 - 21

Setting up custom paper sizes . . . . . . . . . . . . . . . . . . . . . . . . 6 - 22

Adding a custom paper size . . . . . . . . . . . . . . . . . . . . 6 - 22

Deleting a custom paper size . . . . . . . . . . . . . . . . . . . 6 - 22

Setting up custom paper colors . . . . . . . . . . . . . . . . . . . . . . . 6 - 23

DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE TABLE OF CONTENTS

Adding a custom paper color . . . . . . . . . . . . . . . . . . . . 6 - 23

Deleting a custom paper color . . . . . . . . . . . . . . . . . . . 6 - 23

Setting up custom paper types . . . . . . . . . . . . . . . . . . . . . . . . 6 - 24

Adding a custom paper type . . . . . . . . . . . . . . . . . . . . 6 - 24

Deleting a custom paper type . . . . . . . . . . . . . . . . . . . 6 - 24

Setting up custom paper stocks . . . . . . . . . . . . . . . . . . . . . . . 6 - 25

Adding a custom paper stock . . . . . . . . . . . . . . . . . . . 6 - 25

Deleting a custom paper stock . . . . . . . . . . . . . . . . . . 6 - 25

7. Job management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 - 1

Managing jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2

Accessing Job Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 2

Managing jobs in queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 4

Viewing jobs by queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 4

Viewing incoming jobs . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 5

Viewing jobs in all queues . . . . . . . . . . . . . . . . . . . . . . . 7 - 5

Viewing jobs in a specific printer queue . . . . . . . . . . . . . 7 - 5

Changing the heading columns of a queue . . . . . . . . . . . . . . . 7 - 6

Releasing a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7

Moving a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 7

Transferring a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8

Deleting a job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 8

Viewing job documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 9

Adding a document to a job . . . . . . . . . . . . . . . . . . . . . . 7 - 9

Viewing a document in a job . . . . . . . . . . . . . . . . . . . . 7 - 10

Removing a document from a job . . . . . . . . . . . . . . . . 7 - 10

Viewing and editing print options . . . . . . . . . . . . . . . . . . . . . . 7 - 11

Reviewing and updating delivery information . . . . . . . . . . . . . 7 - 12

Viewing job details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 13

Managing user jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 14

Viewing jobs by user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 15

Deleting user jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 - 16

8. Generating reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 - 1

DigiPath WS reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 2

Collection report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 3

Collection Usage report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 5

User Access Rights report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 7

Document Usage report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 9

Print Job Requests report . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 11

Jobs by Printing Options report . . . . . . . . . . . . . . . . . . . . . . . 8 - 13

Raw Logs report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 15

Exporting report data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 - 17

TABLE OF CONTENTS DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

9. DigiPath WS server backup and restore . . . . . . . . . . . . . . . . . . .9 - 1

Backing up the DigiPath WS system . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 2

Restoring the DigiPath WS system . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 4

Using the Event Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 - 5

Notices and Certifications

Approvals and certification

For the UK, this product is serviced under a BS5750 Quality system accepted by the British Standards Institution.

60HZ, 115V

The equipment is listed by the Underwriters Laboratories, UL1950, certified by C anadian Sta ndards Associat ion, CSA2 2.2, No. 1950.

50HZ, 220V-240V

The equipment is certified by the British Standards Institution, IEC950 (EN60950). The equipment is manufactured under a BS5750 Quality system accepted by the British Standards Institution. The equipment is also certified in compliance with applicable standards by various national bodies.

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Radio frequency emissions

USA

This equipment generates, uses , and can radiat e radio frequency energy. It may cause radio interference to radio communications if not installed according to the installation instructions.

The equipment complies with the limits for a Class A computing device as documented in Subpart J, Part 15, of the FCC rules which are designed to provide reasonable protection against such interference when operated in a commercial environment. Operation of this equipment in a resident ial area is li kely to cause interference. In such cases, the user is responsible for the expense of correcting the interference.

Canada

The equipment does not excee d the class A limi ts for rad io noise emissions from a digital apparatus as documented in the radio interference regulations of the Canadian Department of Communications.

Cet appareil numérique est conforme aux limites d'émission de bruits radioélec triques pour les appareils de classe A stipulées dans le Réglement sur le brouillage radioélectriques du ministére des Communications du Canada.

Europe 50HZ, 220V-240V equipment

The equipment was tested and is certified in conformance with the European commission directive 82/499/ECC and VDE 0871/0875, class B, which relates to radio frequency interference.

This equipment is certified, manufactured, and tested in compliance with strict safety and radio frequency interference regulations.

VIII DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

Operational safety

Safety

Your Xerox eq uipment and sup plies were design ed and tested to meet strict safety requirements. These include safety agency examination, approval, and compliance with established environmental standards.

Attention to the following notes ensures the continued safe operation of your equipm en t.

If you need any additional safety information concerning the equipment or materials, contact your local representative.

Always connect the equipment to a properly grounded power source receptacle. If in do ub t, ha ve the re cep t acle checke d by a qualified electrician.

WARNING

Improper connection of the equipment grounding conductor can result in electrical shock.

Always follow all warnings and instructions marked on, or

supplied with, the equipment. Always locate the equipment on a solid su pport surface (not on

a thick pile carpet) with adequate strength for the weight of the machine.

Always exercise care in moving or relocating the equipment. Always place the equip ment in an area whi ch provides adequa te

room area for ventilation and servicing. Always use the materials and supplies specifically designed for

your Xerox equipm ent . U se of unsuitable materials m ay re sult in poor performance and possibly, a hazardous situation.

Never use a ground adaptor plug to connect the equipment to a power source receptacle that lacks a ground connection terminal.

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Never attempt any maintenance function that is not specifically described in this documentation.

Never obstruct ventilation openings. These are provide d to prevent overheating.

Never remove covers or guards that are fastened with screws. There are no operator serviceable areas within these covers.

Never install the equipment near a radiator or any other heat source.

Never override or “cheat” electrical or mechanical interlock devices.

Never push objects of any kind into the ventilation openings. Never operate the equipment if you notice unusual noises or

odors. Disconnect the power cord from the power source receptacle and call your customer service engineer to correct the problem.

General safety

WARNING

Never look directly at the scanner light. It may cause discomfort to your eyes. Always keep the document handler down on the document glass when you use the scanner.

Always follow all warnings and instructions marked on or

supplied with the product. Never locate the scanner where people ma y walk on th e system

power cable. Do not place objects on the system power cable.

Never use this pro duct near water, wet locations, or outdoors. Never put containers of coffee or other liquids on the product. Never push objects of any kind into the slots of the scanner as

they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock.

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Always switch off the system power, unplug this product from the wall outlet, and call a Xerox Service Representative under the following conditions:

• When the power cord is damaged or frayed.

• If liquid has been spilled into the product.

• If the product has been exposed to water.

• If the product is producing any unusual noises or odors.

• If the prod uct has been dropped or the cabinet is dama ged.

WARNING

This product is equipped with a 3-wire grounding type plug. A 3-wire plug is a plug having a third (grounding) pin. This type of plug will fit into a grounding-type power outlet. This is a safety feature.

WARNING

To avoid risk of an el ec tri cal shock, contact your electrici an to replace the recept a cle if you a r e una bl e t o inse rt the plug into the outlet.

Never use a ground adapter plug to connect the product to a

power source receptacle that lacks a ground connection terminal.

Never place the product in a built-i n installation unless proper ventilation is provided.

Never push objects of any kind into the slots of the product, as they may touch dangerous voltage points or short out parts that could result in a risk of fire or electric shock.

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Maintenance safety

Always follow the cleaning instructions in the Xerox DocuImage

620S Preventive Maintenance Guide for proper care and maintenance of the product.

Never attempt any maintenance function that is not specified in the Xerox DocuImage 620S Pr eve ntive Ma i nte na nce Gui d e .

Always unplug this product from the wall outlet before cleaning. Never use supplies or cleaning materials for othe r tha n their

intended purposes. Always keep all materials out of the reach of c hildren.

XII DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

About this guide

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guid e provides information on

configuring, customizing, and maintaining your DigiPath Web Services (WS) system.

This book also provides instructions for using all the administrative functions in the DigiPath WS software.

This chapter explains the in formation found in this guide and how the information is organized. It helps you to get the most out of this guide by:

• identifying the audience and the basic skills required to use this guide effectively

• explaining the standard conventions and cues that highlight important information

• listing related documentation you may find helpful

• listing available online DigiPath Help systems

• providing information on ordering additional materials and supplies

• providing information on obtaining additional information

NOTE: If you are using DigiPath WS for the first time, it is recommended that you first read Chapter 2, Setting up a DigiPath WS server, of this guide.

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Audience

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guid e is a comprehensive

reference manual intended for site administrators, DigiPath WS server admini strators, and advanced DigiPath operators. M any of the procedure s descr ibed in this g uide r equir e you to l og on to a computer or net w ork as an administrator with administrative privileges. Also, many of the maintenance tasks described in this guide require a solid understand i ng of hardware components, networks, and operating systems associated with DigiPath.

This guide assumes you are familiar wit h the Wi nd ow s 2 00 3 Server operating system, standard communication protocols, basic networking terms, and producti on pri nter conne ction s. You should also have a working knowledge of the following:

• IBM-compatible personal c omputers

• Local area networks (LANs)

• Token ring networks

• Novell operating system

• DocuTech Network Su pport Services

• Xerox Publishing Printers

• Magneto-optical drives (MODs)

• Redundant Arrays of Independent Disks (RAIDs)

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How to recognize important information

The following sections provide the conventions and flag icons that are used in the Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide.

Conventions

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide uses the conventions listed

in Table 1 to help you recognize information:

Table 1. Conventions

Convention Description

<Angle brackets> Variable information is enclosed in angle brackets

[Square brackets] Names of options you select, including toolbar

Bold

Italics Titles of documents and manuals that provide

Within procedures, the names of keys to press are displayed in capital letters and enclosed in angle brackets (for example, press <ESCAPE>). Keyboard combinations are represented by the plus sign (+) between names of keys (for example, press <CONTROL+C> to copy).

(for example, select <filename>).

buttons and buttons in dialog boxes, are enclosed in square brackets (for examp le, select [Close]). Menu commands are also displayed in square brackets, with the menu name appearing first, then a colon, followed by the option name (for example, select [File: Close]).

Text you should enter exactly as it appears is displayed in bold (for example, enter test1.rdo).

additional information on the current topic are displayed in italics (for example, the DigiPath 4.0 Web Serv ices Server A dministrator Guide).

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Flag icons

The Xerox DigiPath Production Software DigiPath 4.0 Web Services Server Administrator Guide uses the following flag

icons to help you recognize important information:

NOTE: The NOTE symbol and text in italics indicate that there is

important or supplemental information when performing a task or procedure.

CAUTION

The CAUTION symbol and text in italics indicate that you may lose data or damage equipment if care is not taken when performing the task or procedure following the caution.

WARNING

The WARNING symbol and bold text indicate that you may cause personal injury or death if care is not taken when performing the task or procedure following the warning.

1. The step-by-step icon id entifi es the beg innin g of a procedu re.

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Related information

This section lists additional materials you need, or will find helpful, when using your DigiPath system.

To order the Xerox documentation listed below, or for additional information on Xerox solutions, contact your Xerox representative.

DigiPath documentation

For more information on DigiPath, refer to the following publications:

• Xerox DigiPath P r oduction Software Administrator Guide,

Vers ion 3.0

• Xerox DigiPath Production So ftware Custome r Software Release Document

• Xerox DigiPath Production Software Physica l Installation Planning Gu ide

• Xerox DigiPath Production Software Customer Training Program

For more information on the training program, contact your Customer Training Specialist (CTS).

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Scanner documentation 0

DigiPath scanner 0

For more information on the DigiPath scanner, refer to the DigiPath scanner online Help system.

DocuImage 620S scanner 0

For more information on the DocuImage 620S scanner, refer to the following publications:

• Xerox DocuImage 620S Preventive Maintenance Guide

• Xerox DocuImage 620S Installation Guide

• Xerox DocuIma ge 620S User Guide

• Xerox DocuImage 620S Problem Solving Guide

Xerox Production Printing Services

For more information on the Xerox Production Printing Services and Network Server products, refer to the following publications:

• Site Configuration Guide

• Using Xerox Production Printing Services

• Problem Solving Guide

• Xerox Document Services Platform Series

• Xerox DocuPrint Publishing Series

• Xerox DocuTech Network Support Services

• Xerox DocuTech Publishing Series

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Xerox solutions 0

For more information on Xerox software solutions that can be integrated into a DigiPath system, refer to the following materials:

• Xerox DocuJob Converter customer documentatio n, including the Software Release Document

• Xerox Extended Connectivity - Print Job Ma nager (EC-PJM) customer documentation, including the Software Release Document

• DocuSP customer documentation, including the Software Release Document

Third party software

For additional information about third party software and hardware, refer to the following materials:

• Compaq Professional Worksta tion PW800 0 Re ference Gui de

• Adobe Acrobat documentation (included on the DigiPath CD-ROM)

• Hummingbird NFS documentation (included on the DigiPath CD-ROM)

• TapeWare documentation (included on the DigiPath CD-ROM)

• Sony MO Disk Unit User Guide

• Adaptec AHA-2940Ultra / 2940Ultra Wide PCI-to-UltraSCSI

Host Adapter with SCSISelect User’s Guide

• Compaq P1210 Color Monitor User’s Guide

• AIT Autoloader Unit User Guide

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Windows related information

Microsoft provides users and administrators with several different resources to support the Windows 2003 environment. Some of these resources inclu de web sites a nd online Hel p. The following sections describe these sources and tell you how to find and use t hem.

Windows Online Help

Windows 2003 Server includes extensive online Help for all aspects of the operating system. Most likely, the online Help will be your primary source for information. Adminis trative procedures, from adding users and managing groups to installing Window s printer s, can be foun d in the onli ne Hel p files. Furthermore, most Windows applications also contain their own online Help system containing information that is specific to the application.

To access online Help, select [Start: Help] from the Windows task bar. If you are looking for help wi thin a specific applic ation, use the options availab le f ro m the Hel p me nu wit hin tha t application.

Windows Microsoft Web site

Microsoft has a World Wide Web site that contains the latest Windows 2003 Server news and information about upgrades. The URL for this site is:

http://www.microsoft.com/

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Getting Help online

This section describes the type of Help available online from the DigiPath software.

Using a Help menu

All DigiPath applicat ions provide a Help menu . Select the Contents tab to browse for the desired topic in the

Help system. Select the Index tab to scroll an alphabetical index of Help

topics. Select the Search tab to search for a ll topics fo r information on a

specific feature or function.

Using Help in a dialog box

Most dialog boxes in the DigiPath system provide the standard Windows Help button [?] in dialog and message boxes. This button is displayed in the title bar of the dialog, next to the close button [X].

The Help button provides context-sensitive help, so you can select it, and then click in the dialog on the field or option for which you need help. The Help window op ens, displaying information for the selected field or option.

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Ordering additional materials and supplies

DigiPath provides yo u with all the resour ces you ne ed to op erate and maintain the system; however, you may order additional materials or supplies.

To reorder the scanner registration documents or the training disks, or to order screen finder tools, refer to the Xerox Supplies Resource Catalog (610P18158), or contact your Xerox representative.

To order cleaning supplies for the scanner, refer to the DocuImage 620S Preventative Maintenance Guide.

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Obtaining additional support 0

This section describes where yo u can obt ain ad di tio nal D igiPa th support.

X-PRESS FAX 0

Customers can obtain additional DigiPath support documents regarding X-PRESS fax, including solutions to common work process problems and hints and tips for enabling optimal use of the equipment, from Xerox C&TS Electronic Services.

Call X-PRESS at 1-800-979-9709 and request document number 12300 to receive a complete index of the documented DigiPath solutions, along with co mplete instr uctions for using the X-PRESS fax system.

DigiPath FAQ Xerox web site

A DigiPath FAQ (Frequently Asked Questions) Xerox web site is

Xerox Welcome Center 0

available for customers. T o access the DigiPath FAQ Xerox web site:

1. Go to http://www.xerox.com from your web browser.

2. Search on the word “digipath”.

3. Find the appropriate DigiPath link.

• DigiPath Production Software

• DigiPath Scanner

• DigiPath Xpress Production Software

4. Select [Support] under the appropriate DigiPath link.

5. Under the FAQ heading, select the desired topic link to displays the FAQ for that topic.

If your machine is down, or you can’t solve a problem and you are located within North America, call 1-800-821-2797 for the Xerox Welcome Center.

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XXIV DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

1. About DigiPath Web Services

This chapter provides a brief introduction to the DigiPath Web Services (WS) application.

Topics covered in this chapter include:

• a product overview

• instructions for powering up the DigiPath WS server and hardware options

• recommendations for protecting your DigiPath WS server from virus contamination

NOTE: For a list of required and opt ional hardware and software components for the DigiPath Web Services server, refer to the Xerox DigiPath P r oduction Software Customer Software Requirements Document (CSRD), Version 4.0.

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Product overview 1

DigiPath Web Services (WS) allows you to make documents on a web server available to any person who has access to the World Wide Web (WWW). If the objects are RDO (created in Document Scan and Makeready), TIFF, PostScript, JPEG, GIF, TXT, or other image format supported by the browser or with a browser plug-in, DigiPath Web Services enables viewing the documents on the web. Examples of file types supported by browser plug-ins are PDF (Adobe Acrobat file) and DOC (Word processing program file).

If the objects are RDO, TIFF, PostScript, JPEG, Adobe PDF, ASCII text, or PCL files, DigiPath Web Services enables print job submission to any Xerox production printer supported in DigiPath.

NOTE: Users can submit print reque s ts if the D igi Pa th W S use r

administrator has given the user printing privileges.

The DigiPath WS server enables you to provide access to your DigiPath document repository via the WWW. DigiPath WS supports searching, viewing, downloading, and production printing of ob j ects stored on any DigiPath WS client and/or server.

You can customize the home page of the DigiPath WS server, and restrict the functionality of users using your DigiPath document repository, by defining logins, passwords, and access privileges for users.

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Powering up the hardware and starting the DigiPath WS server 1

This section contains instructions for powering up the DigiPath WS server and hardware options.

It is very important you power up the hardware components in

the order presented below.

1. If there is a scanner attached to the DigiPath WS server, power up the scanner.

2. If there is a Windows printer attached to the DigiPath WS server, power up the printer.

3. If there is a Magneto-Optical Drive (MOD) attached to the DigiPath WS server, power up the MOD.

NOTE: If there is an optical disk in the MOD drive when the drive is powered up, the start-up time is shorter.

4. If there is a RAID attached to the DigiPath WS server, power up the RAID.

NOTE: Do not power off the RAID or if you have a UPS attached to the RAID at any time, unless you are moving the RAID to another DigiPath server.

5. If there is an ext erna l tap e d riv e att ached to the DigiPath W S server, power up the tape drive.

6. Power up the monitor.

7. Power up the DigiPath WS server processor (CPU).

8. Log in to the network.

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Logging into the DigiPath WS application 1

DigiPath WS requires users to have a user account with an assigned use r name and passwo r d to log into DigiPath WS to ensure system security. This user account enables users to access the DigiPath WS site i n d i fferent ways, dependi n g on th e needs of your Di giPath WS customers.

When logging into the DigiPath WS application:

• Depending on your configuration, the Online Library main page, the Print Document main page, or the Job Manager main page displays when you log into the DigiPath WS application.

• If you enter the incorrect username or password you will receive an incorrect username or password error message. You can then re-enter your correct username and password.

• If you forget your username and password, you can select the [Forgot your username and password] link on the DigiPath WS ho me page or in the Login Error message page. From this page, you can complete the Account Password Inquiry page and su bmit th e comp lete d page ele ctronica lly t o the system administrator. The system administrator retrieves your username and password and emails them to you.

• If your session expires while yo u are logged in to the DigiPa th WS application, a session expired error message disp lays. You must log in again to continue.

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To log in to the DigiPath WS application:

1. Open your web browser.

2. If necessary, enter the URL for the desired DigiPath WS server. The DigiPath WS home page displays. See Figure 1-1.

NOTE: It is strongly recommended that you add thi s page as

a favorite (if usi ng Internet Explorer) or bookmark t his page (i f using Nets ca p e ) .

Figure 1-1. DigiPath WS home page

3. To login to the DigiPath WS application, enter the following in the Returning Customers section of the DigiPath WS home page:

a. In the Username text box, enter your username. b. In the Password text box, enter your password. c. Select [Login].

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Logging out of DigiPath WS application 1

When you have completed accessing the DigiPath WS application, log out of the current session.

To logout of the DigiPath WS application:

A E

1. Select the Logout

2. Close the browser application.

NOTE: If you do not logout of the current session, your session will timeout afte r a perio d of 12 0 min ute s of in act ivity.

link in the upper right corner of any page.

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Shutting down the DigiPath WS server 1

To s hut down the Di giPath WS server:

1. Close all applications.

2. To exit the Windows operating system, select [Start: Shut Down] from the Windows desktop. A confirmation dialog box appears.

3. Choose the desired Shut Down option from the confirmati on dialog box.

NOTE: For more information on th e Shut Down options, see

your Windows documentation.

4. Select [Yes].

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Virus protection recommendations 1

This section describes the recommended procedures for protecting your DigiPath WS server from virus contamination.

Protecting DigiPath WS from virus contamination 1

Xerox takes special precautions to ensure the software is shipped free from computer virus contamination. It is strongly recommended that you invest in a virus detection software application to protect your DigiPath WS server from viruses.

NOTE: Virus protection software can interfere with the DigiPath

WS application, in particular Microsoft IIS. You should ensure that the virus protection software you choose does not interfere with your DigiPath WS server.

Computer viruses are best detected by virus detection and control application software that is accepted by the PC industry.

Some of the virus detection and control applications available to and widely-used by the PC industry include:

• Norton Anti-Virus by Symantec

• McAfee VirusScan by Network Associates, Inc.

NOTE: To ensure maximum protection from new viruses, update or upgrade your virus detection software frequently.

It is strongly recommended that you follow these guidelines to keep your DigiPath WS server decontaminated:

• On a regular basis (at least weekly), run virus detection software on all DigiPath WS servers.

• In the event you find a vir us on a DigiPath WS server, delete the infected file using Document Library or DigiPath WS. Then, recover the file via restore. For more information on restoring files, refer to Chapter 6, Backup and restore of this guide.

NOTE: This is to protect your data in the event of corruption during the course of the virus removal.

You can then remove the virus using the procedures supplied with your virus protection softw are.

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2. Setting up a DigiPath WS server

This chapter contains a list of the procedures you must perform after installing the DigiPath Web Services (WS) server, but before you provide the Uniform Resource Locator ( URL) to users, that are required to set up your DigiPath WS server.

The actual instructions for the procedures are found in this chapter, in other documents, or in other chapters of this book.

The following are the procedures required to set up your DigiPath WS server:

• Setting up the Online Library repository structure

• Setting brows er options

• Determining the DigiPath Web Services home page URL

• Adding documents to the Online Library

• Adding user accounts and groups

• Assigning user access to cabinets and folders

• Configuring the DigiPath Web Services

• Setting printer administration options

• Installing a security certificate

In this guide, a document refers to any object (RDO) or file you want to make available to DigiPath WS. A document can be in RDO, TIFF, JPEG, PostScript, Adobe PDF, ASCII text, PCL, DOC, PPT, XLS, etc., form.

This chapter assumes that a Xerox representative has performed the installation of hardware and software necessary to run the DigiPath WS server.

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Setting up the Online Library repository structure 2

Using Document Library, set up the Online Library repository structure.

The MainCollection cabinet 2

The DigiPath WS MainCollection is a cabinet, viewable in the DigiPath WS Online Library Tree View as a MainCollection top level folder and viewable in DigiPath Document Library as a MainCollection cabinet.

At the time of installation, the MainCollection cabinet should have been created as a cabinet in the DigiPath Document Library system. If the MainCollection cabinet was not created, you must create the cabinet using Document Library.

NOTE: If the MainCollection cabi net was not creat ed at the t ime

of installation, an error message displays stating that the MainCollection does not exi st or canno t be found when you o pen your browser and try to launch DigiPath WS. If the MainCollection does not exist, you need to create the MainCollection cabinet in Document Library.

The MainCollection is required in DigiPath WS for job submission and uploading documents to the DigiPath WS server.

CAUTION

The MainCollection cabinet must be named MainCollection. The case for the MainCollection is significant and must be typed as MainCollection.

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If necessary, create a MainCollection cabinet using Document Library.

NOTE: If you need to create a custom property set file for the

Creating other cabinets and folders in Document Library 2

MainCollection ca binet, you must fi rst create the set file using the Library Administration Tool and then create the MainCollection cabinet using either Library Administration Tool or Document Library.

For more information on creating custom property set files, refer to the Xerox DigiPath Production Software System Admin istrator Guide, Version 3.0, or the DigiPath online Help system in the Library Administration Tool.

Using Document Library, create the necessary cabinets and folders that you want to appear in the DigiPath WS Online Library.

For example, you may want to create an Archive cabinet outside the MainCollection cabinet in which to archive documents.

NOTE: You can use the DigiPath WS software to add folders to cabinets in the Onl ine Library. You must have Read/Wr ite/Assign access to the MainCollection cabinet and any other cabinet you want to add folders to in the Online Library.

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Setting browser options 2

This section provides detailed instructions for setting the Microsoft Internet Explorer 6.0 or the Netscape 7.0 browser options.

Microsoft Internet Explorer 6.0 2

To set the Microsoft Internet Explorer 6.0 br owser option s:

1. Open the Internet Explorer browser.

2. Select [Tools: Internet Options] from the browser menu bar. The Internet Options dialog box opens.

3. To specify when the browser checks for newer versions of stored pages:

a. In the General tab, select [Settings] in the [Temporary

Internet files] area. The Settings dialog box opens. b. Mark the [Every visit to the page] radio button option. c. Select [OK]. The Internet Options dialog box opens.

4. To disable AutoComplete: a. Select the [Content] tab. b. In the [Personal informati on] area, select [AutoCom plete].

The AutoComplete Settings dialog box opens. c. Clear all check boxes in the [Use AutoComplete for] area. d. Select [OK]. The Internet Options dialog box opens.

5. Select [OK] to close the Internet Options dialog box.

6. Select [File: Close] to close the browser.

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Netscape 7.0 2

To set the Netscape 7.0 browser options:

1. Open the Netscape browser.

2. Select [Edit: Preferences] from the browser menu bar. The Preferences dialog box opens.

3. Open the [Advanced] tree in the Category section. a. Highlight [Cache] in the Adv anced subtree section. The

Cache options appea r in the right frame.

b. Select the [Every time] radio button under [Compare the

page in the cache to the page on the network].

c. Select [OK].

4. Select [File: Close] to close the browser.

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Determining the DigiPath Web Services home page URL 2

The URL for a DigiPath WS home page can be in either of the following formats:

• http://<server name>.<dom ain name>/

NOTE: In this format, the domain name is not required

unless the server has a specified network domain.

• http://<server IP address>/ For example, if the server name is apple, the domain name is

orchard, and the server IP address is 111.22.33.44, then the URL for the DigiPath WS home page would be either of the following:

• http://apple.orchard/

• http://111.22.33.44/ As another example, if the server name is apple, the se rver IP

address is 111.22.33.44, and there is no domain name, then the URL for the DigiPath WS home page would be either of the following:

• http://apple/

• http://111.22.33.44/ If you are unsure of the DigiPath WS server name, domain name

(if one exists), or server IP address, look up the information by completing the following steps on the DigiPath WS server:

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Obtaining the server name 2

Obtain the DigiPath WS server name by doing the following:

1. Select [Start: Settings: Control Panel] from the Windows desktop. The Control Panel opens.

2. Select [System]. The System Properties dialog box opens.

3. Select the [Computer Name] tab.

4. Locate the server name in the Full computer name text box. Record the server name. __________________

5. Select [OK] to close the System Properties dialo g box.

6. Close the Control Panel.

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Obtaining the DNS domain network name and /or IP address 2

1. To obtain the domain name if the server is part of a DNS

network domain: a. Select [Start: Settings: Network Connections] from the

Windows desktop. The Network Connections dialog box opens.

b. Right-click on [Local Area Connection] and sele ct

[Properties]. Th e Local Area Con nection Propert ies dialog box opens.

c. Highlight [Internet Protocol [TCP/IP]] from the

components list.

d. Select [Properties]. The Internet Protocol (TCP/IP)

Properties dialog box opens.

e. Locate the DNS server address.

Record the DNS server address__________________.

NOTE: If the server is part of a workgroup, there is no domain name to record.

2. To obtain the IP address of the server: a. The IP address for the DigiPath WS server is listed under

the Use the following IP address section. Record the IP address_____________________.

b. Select [Cancel] to close the Internet Protocol (TCP/IP)

Properties dialog box.

c. Select [Cancel] to close the Local Area Connection

Properties dialog box.

d. Close the Network Connections dialog box.

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Adding documents to the Online Library 2

The following steps are re quire d to add d ocume nts to the On line Library of the DigiPath WS server:

To add documents to the DigiPath WS Online LIbrary:

1. Create documents.

2. Add documents to folders.

3. Copy documents from a Document Library cabinet into the MainCollection cabinet.

The following sections provide detailed instructions for adding documents to the Online Library by creating documents, and moving and adding documents to the server.

Creating documents 2

Use a DigiPath ma keready wo rkstation to create RD Os. You can also use a DigiPath makeready workstation to export TIFF files from RDOs and to create production print job ticket files and make them available via DigiPath WS.

CAUTION

Linked RDOs are not supported in this version of DigiPath WS. Do not include RDOs containing links to the DigiPath repository on the DigiPath WS server.

For information on creating RDOs and exporting TIFF files from RDOs, refer to the DigiPath online Help system.

NOTE: Documents can also be created using other packages with other file types.

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Adding documents to folders 2

Use the following methods to add documents to folders in the Online Library on the DigiPath WS server:

• Add URLs to access a URL site from a folder

• Add multiple documents simultaneously from a search results list

• Copy a single document at a time from one collection to another collection

• Upload a document from a client workstation to the users home collection on the DigiPath WS server

For detailed procedures on adding documents to the DigiPath WS server, refer to the DigiPath online Help system.

Copying documents from a Document Library cabinet 2

You can copy document s from other Document Librar y cabinets into the MainCollection cabinet or any other folder within the MainCollectio n using Document Library. The cabinets must be on the DigiPath WS server or on a remote server.

For detailed procedur es on copyin g docum ents usi ng Docume nt Library, refer to the DigiPath online Help system.

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Adding user accounts and groups 2

The DigiPath WS system is installed with a default limit of 100 user accounts. The user account limit can be increased by purchasing additional incremen ts of 50 user accounts by contacting your Xerox Representative.

Setup the appropriate user accounts and groups on your DigiPath WS server. You must be a user with the WS User Administration access righ ts to crea te use r acco unts an d group s.

NOTE: User accounts created in DigiPath WS are also DL user

accounts. If you create WS user accounts using the Library Administration Tool, you must assign the appropriate access rights to users in DigiPath WS and enable the user account.

CAUTION

When creating user acco unts in Digi Path WS , the pa ssword an d credit card information is not encrypted in transit if you do not have a security certificate inst alled on your DigiP ath WS server.

For more information on installing a s ecurity certificate, refer to “Installing a security certificate” later in this chapter.

For information on adding users and groups, refer to the User administration chapter of this manual.

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Changing the default (dwadmin) administrator password 2

CAUTION

The default administrator account is dwadmin. For security purposes, change the administrator account password.

NOTE: The dwadmin ac count is always present and can not be

deleted.

To change the dwadmin password:

1. Log into DigiPath WS as the user administrator.

2. Select [Administration] from the Navigation bar.

3. Select the [User List of the Administration Menu. The User list page opens.

4. Select the [dwadmi n User: dwadmin page opens.

5. In the New Password and Confirm Password text boxes, enter and reenter the new password for dwadmin.

6. Select [Save] at the bottom of the page.

7. Select the [Logout] link.

8. Login as dwadmin to verify the new password.

] link from the User Administrator section

] link in the Login Name column. The Edit

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Assigning user access to cabinets and folders 2

Once you create the desired cabinets, folder, and users on the DigiPath WS server, you must then assign the appropriate user access to the cabinets and folders.

Use Table 2-1 as a reference when assigning user access to cabinets and folders in the Online Library.

Table 2-1. Online Library security

Online Library operation Description

Print Enables the Print button on the toolbar in the Online Library which allows a user to

submit a job for printing from within the Online Library.

NOTE: Requires Print Library Documents access.

Upload Enables the Upload button on the toolbar in the Online Library which allows a user to

upload a document to the MainCollection.

NOTE: Requires Write permission to the current folder.

Download Enables the Download button on the toolbar in the Online Library which allows a user

to download a document displayed in the Online Library or a search results.

NOTE: Requires Download Documents access.

Delete Enables the Delete button on the toolbar in the Online Library which allows a user to

delete documents or folders from within the Online Library.

NOTE: Requires Manage permission to the document.

Move Enables the Move button in the Online Library which allows a user to move a

folder/document to another folder within the Online Library.

NOTE: Requires Manage permission to the source folder and Write permission to the destination folder.

Copy Enables the Copy button on the toolbar in the Online Library which allows a user to

copy a folder/document to another folder within the Online Library.

NOTE: Requires Write permission to the destination folder.

View Enables the View button on the toolbar in the Online Library which allows a user to

view documents.

NOTE: Requires View Documents access.

Properties Enables the Properties option which allows a user to view and edit document

attributes and assign user acce ss to folders , if appli ca ble.

NOTE: Requires Write permission to the document to edit the attributes of the document. Requires Manage permission to the folder/document.

New Folder Enables the New Folders option which allows a user to add a folder.

NOTE: Requires Write permission to the current folder.

New URL Enables the New URL option which allows a user to add a URL to a folder.

NOTE: Requires Write permission to the current folder.

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Table 2-1. Online Library security

Online Library operation Description

View/Edit Print Options

Search/Advanc ed Search

Enables the View/Edit Print Options option which allows a user to view or edit the print options of a job/document.

NOTE: Requires Write permission to the current folder.

Enables a user to perform a simple or advanced search in the Online Library.

NOTE: Requires Search Access and Collections Access.

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Configuring DigiPath Web Services 2

As a user with WS Site Administration access, perform the following administration tasks on the DigiPath WS server to configure the DigiPath WS:

NOTE: For more information on administration tasks listed

below, refer to the System administration chapter of this manual.

• Use the Administrator Options section of the Administration Menu to define the Administrator Options, set user access preference, and Web Notification.

• Use the Document Config ur at io n secti on of the Administration Menu to schedule the conversion service, specify view configuration, set visible properties, and set viewable properties.

• Use the Search Configuration section of the Administration Menu to specify the searchable properties and configure remote servers.

• Use the Appearance section of the Administration Menu to customize the DigiPath WS site.

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Setting printer administration options 2

As a user with WS Queue and Job Administration access, perform the following printer administration tasks on the DigiPath WS server:

• Use the Default Job Name link in the Administrator Options section of the Administration Menu to enable the default job name to include the system name and the job ID.

For more information on Enabling the default job name, refer to the System Administration chapter of this manual.

• Use the Queue Manager section of the Administration Menu to:

– Add web queues for production pr inters – Set web printing switches – Add job setup transfer queues For more information on adding web queues, setting web

printing switches, and adding job setup transfer queues, refer to the Printer administration chapter of this manual.

• Use the Masking section of the Administration Menu to specify masking for standard print options, advanced print options, and reprint print options.

For more information on specifying masking for standard print options, advanced print options, and reprint print options, refer to the Printer administration chapter of this manual.

• Use the Customize section of the Administration Menu to setup custom paper stocks specifying custom paper size, paper color, and paper type.

For more information on setting up custom paper stocks, refer to the Printer administration chapter of this manual.

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Installing a security certificate 2

A security certificate enables client server authentication encryption using Secure Socket Layer (SSL) 3.0. Encryption provides a secure method to transmit sensitive data, such as credit card information, across the Internet. This provides the customer an added level of security when sending information such as credit card numbers, during a DigiPath WS job submission.

NOTE: Using an SSL certificate increases the security of your

documents and data, but decreases the server performance.

The security certificate is purchased from a third party vendor and installed on the DigiPath WS server.

The following sections provide detailed instructions for installing a security certificate by obtaining the security certificate, generating the ce rtifica te signing r equest (CS R) and key pai r file, backing up the CSR and key pair file, and submitting the key information to the vendor.

Obtaining the security certificate 2

There are many SSL products, av ailable from vendors such as Verisign and GTE Cybertrust. Refer to Table 2-2 for the security certificat e vendor and t heir web site.

NOTE: DigiPath WS does not require any particular SSL

product.

Table 2-2. Security certificate Vendors and web sites

Security certificate Web site

Verisign http://www.verisign.com/products/site/secure/index.html Baltimore

Technologies

http://www.baltimore.com/cybertrust

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Generating the Certificate Signing Request (CSR) and Key Pair file 2

A Key Pair file must be requested from the vendor. You must be logged in at the DigiPath WS server as the Windows 2003 Server Administrator to access Microsoft IIS.

To generate the Certificate Signi ng Reque st (CS R) and K ey Pa ir

file:

1. Select [Start: Settings: Control Panel] from the Windows desktop.

2. Select [Administrative Tools]. The Administrative Tools console opens.

3. Select [Internet Information Services (IIS) Manager]. Th e Internet Information Services (IIS) Manager d ialog box opens.

4. Expand the <WS server name> in the left frame.

5. Expand the [Web Sites] folder in the left frame.

6. Highlight [Default Web Site] in the left frame.

7. Select [Action: Properties] from the main menu. The Default Web Site Properties dialog box opens.

8. Select the [Directory Security] tab.

9. Select [Server Certificate] in the Secure communications area. The Welcome to the Web Server Certificate Wizard dialog box opens.

10.Select [Next].

11.Mark the [Create a new certificate] option and select [Next].

12.Mark the [Prepare the request now, but send it later] option and select [Next].

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13.Enter the following name and sec urity setting s: a. In the Name text box, enter a name for the certificate. b. In the Bit Length drop-down list box, select the bit length

of the encryption key.

c. Select [Next].

14.Enter the following organization information: a. In the Organization text box, enter the organization name. b. In the Organizational Unit text box, enter the

organizatio nal unit name.

c. Select [Next].

15.In the Common name text box, enter the common na m e for your site and select [Next].

16.Enter the following geographical information: a. In the Coun try/region drop-down list box, select the

appropriate co untry/region.

b. In the State/province text box, enter the appropriate

state/province.

c. In the City/locality text box, enter the appropriate

city/locality.

d. Select [Next].

17.In the File name text box, verify the file name and location for the new key. If necessary, change the file name and location for the new key.

Record the location and name of the new key. ________________________________________________

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18.Select [Next]. A Request File Summary page opens.

NOTE: If appropriate, print the Request File Summary page.

19.Select [Next].

20.Select [Finish].

21.Select [OK] to close the Default Web Site Properties dialog box.

22.Close the Internet Information Services (IIS) Manager console.

23.Close the Administrative Tools console.

Submitting the key information to the vendor 2

Send or email the certificate request file to the appropriate vendor. The vendor will send you a response file containing your new certificate. You must then attach the new certificate to your DigiPath WS server.

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Attaching and installing the certificate 2

Once you have obtained the appropriate file from the vendor, you will need to attach and install the certificate on the DigiPath WS server.

To attach and install the certificate:

1. Select [Start: Settings: Control Panel] from the Windows desktop.

2. Select [Administrative Tools]. The Administrative Tools console opens.

3. Select [Internet Information Services (IIS) Manager]. Th e Internet Information Services (IIS) Manager d ialog box opens.

4. Expand the <DigiPath WS server name> in the left frame.

5. Expand the [Web Sites] folder in the left frame.

6. Highlight [Default Web Site] in the left frame.

7. Select [Action: Properties] from the main menu. The Default Web Site Properties dialog box opens.

8. Select the [Directory Security] tab.

9. Select [Server Certificate] in the Secure communications area. The Welcome to the Web Server Certificate Wizard dialog box opens.

10.Select [Next].

11.Mark the [Process the pending request and install the certificate] option and select [Next].

12.Use the wizard to complete installing the certificate.

Backing up the CSR and key pair file 2

Backup the CSR and key pair fi le to tape and the n store the ta pe in a safe place.

For more information on backing up to tape, refer to Chapter 9, DigiPath WS server backup and restore of this manual.

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3. Online Library management

This chapter provides procedures needed for managing the DigiPath WS Online Library.

Topics covered in this section include:

• understanding the Online Library

• adding folders

• defining the properties of documents and folders

• working with documents and folders

• moving the MainCollection

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Understanding the Online Library 3

The Online Library in DigiPath WS displays the content of all Document Library cabinets. Document Library cabinets display as top-level folders (i.e., directories) in the Online Library. Folders within Document Li brar y cab i net s di splay a s sub- fo l ders in the Online Libra r y. The Online Library directory structure is similar to the Wi ndows directory structure pertaining to its’ directories and folders.

A MainCollection cabinet is required in DigiPath WS for user job submission and uploading documents to the DigiPath WS server. Within the MainCollection, you can add folders and documents.

A folder provides a place to organize documents according to categories that are appropriate for your requirements, such as subject, author, customer, and so on.

Using folders also enables you to provide access to documents, without giving users information about the actual location of the documents on your DigiPath WS server.

All documents in folders must reside on the same hardware (for example, if your MainCollection cabinet resides on a RAID, all documents that you want to include in folders within the MainCollection must also re si de on you r RA ID).

Managing folders 3

Managing folders involves creating, deleting, assi gning user access to, and populating the folders with documents and URLs.

Managing the folders in the Online Library may be performed at the WS server or from a DigiPath WS client workstation.

NOTE: When managing folders:

• Adding and popu lati ng fo lder s requi res Read /Write access to the parent folder.

• Assigning access to folders and deleting folders requires Read/Write/Assign access to the parent folder.

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Setting up folders can be the responsibility of the WS user administrator, or a trusted user with both Collections Access permission and Read/Write access to the MainColle ction, or any other DigiPath cabinets you want to add and manage folders. However, users with Read/Write access to a folder can create sub-folders within the parent folder and manage these sub-folders directly.

It is strongly recommended that you set up the folder tree structure on the DigiPath WS sever and then po pul a te the folders with documents and URLs. A folder tree structure easily facilitates users to locate documents, either through browsing through folders, or by searching a folder branch. Normally, administrators create folders immediately after installation, and then users add folders as needed.

NOTE: As the WS user administrator, you can also add folders

from Document Library, by creating folders in the MainCollection cabinet. You or your users can also add folders using the DigiPath WS software, as long as you have the Collections Access permission and Read/Write access rights to the MainCollection cabi ne t, or any other Digi Pa th cabi n et in whic h you want to add folders.

CAUTION

It is possible to delete or rename the MainCollection cabinet using Document Library. However, your DigiPath WS software becomes unusable if this happens.

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Adding folders 3

You can add a new folder to the MainCollection or any DigiPath cabinet in the Onl ine Librar y in which you h ave access to on your DigiPath WS server.

NOTE: You must have Read/Write access to the parent folder

and Collections Access to add new folders in the Online Library. The WS User Administrator can give you Read/Write/Assign access to the MainCollection, or any other DigiPath cabinet in the Online Library which you want to add folders.

When a folder is added to the Online Library:

• it assumes the users and the acce ss rights of its pa rent fo lder

• the user gets access rights to the folder they just created

To add a new folder:

1. Log in to DigiPath WS as a user with Read/Write access to the folder you want to add a new folder.

2. Select [Online Library] from the Navigation bar. The Online Library main page opens.

3. Select [New Folder] from the More options drop down list on the toolba r.

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4. Select [Go]. The Add New Folder page opens. See Figure 3-1.

Figure 3-1. Add New Folder page

5. In the Tr ee View, navigate to the dir ectory w he re you w an t to add the new folder.

6. Enter the name of th e folder in the Folder Na me text box. The folder name is requi red.

7. Select [Add] to add the folder. The new folder appears as a folder within the desired directory.

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Defining the properties of documents and folders 3

The Properties page of a document or folder allows you to view and update attributes of that docume nt or fol der an d assign use r access rights to that document or folder to allow users and groups access to the document or folder.

The Properties page of a document or folder consists of the following two sections:

• Attributes — This section allows you to view and modify the document or folder attributes.

• User Access — This section allows you to assign user access rights to allow specific use rs and groups access to the document or folder.

NOTE: You must have Manage rights to the document or

folder to assign user access to that document or folder.

The following sections provide detailed procedures for viewing and modifying document or folder attributes and assigning user access to documents or folders.

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Viewing and modifying document or folder attributes 3

The Attributes sectio n of the Prop erties pag e is used to vi ew and modify the attributes of a document or folder, such as authors, title, or edition.

NOTE: Your WS User Administrator determines viewable

document or folder attributes and whether you have access rights to modify document or folder attributes.

To view and modify the attributes of a document or folder:

1. Log into WS as the user administrator.

2. Select [Online Library] from the Navigation bar. The Online Library main page opens.

3. In the Tr ee View, navigate to the doc um en t or fol de r in whi ch you want to view it’s attributes.

4. Select [Properties] from the More options drop down list.

5. Select [Go]. The Properti es page of the selected document or folder opens.

NOTE: All attributes which have been assigned to the document or folder appear, as long as the WS user administrator has given you the access right which enables you to see the attributes of the document or folder.

6. Edit the attributes of the document or folder, if necessary.

7. Select [Save All] to save the changes.

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Assigning user access to documents or folders 3

The User Access section of the Properties page is used to assign user access rights allowing speci fi c user s and groups access to documents or folders.

Table 3-1 lists and describes each user access right.

Table 3-1. User access rights

Access right Description

No Access User has no access to the document or folder. No

Access overrides any group setting that would allow this user access to the document or folder.

Read Access Allows a user to view documents or folders and

URLs in the folder, as well as any documents or folders within the parent folder, as long as they have at least Read access to the documents or folders within the parent folder. The user cannot edit any documents, or add or delete folders or URLs from the folder.

Read/Write Access Allows users to view documents and URLs, and

add or edit documents in the folder. In addition, users with Read/Write access can create folders within the folder. When a user creates a folder, he or she automatically gains Read/Write/Assign access to the folder.

Read/Write/Assign Access

Allows users to view documents and URLs, and add, edit, or delete documents or URLs in the folder, and create folders within a folder. In addition, users with Read/Write/Assign access can determine which users have access to the folder.

As you add new folders, the user access rights flow (cascade) to sub-folders and nested folders created within the parent folder.

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To assign user access to a document or folder:

1. Select [Online Library] from the Navigation bar. The Online Library main page opens.

2. In the Tree View, navigate to the desired document or folder that you want to change user access rights.

3. Select [Properties] from the More options drop down list on the toolba r.

4. Select [Go]. The Properties page opens. See Figure 3-2.

NOTE: You must have Read/Write/Assign access to assign

user access rights to a folder.

Figure 3-2. Properties page

5. Select the [User Access] link. The User Access for page displays.

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6. Select a user/group from the Available Users list and select one of the following access rights:

• [Assign] (No Access)

• [Assign] (Read Access)

• [Assign] (Read/Write Access)

• [Assign] (Read/Write/Assign Access)

For a description of each access right, refer to Table 3-1 on page 3-8.

NOTE: To select multiple users and groups, hold the

7. To remove a user’s access rights:

[Ctrl] key down while using the left-mouse to select the users/groups in a non-consecutive list.

a. Select the user/group fr om the Access Rights list box. b. Select [Remove].

8. To replace permissions on existing docume nts or folders, select one of the following options:

• Mark the [Replace permissions on existing folders] check

box if you want to replace the permission on existing folders.

• Mark the [Replace permission on existing documents]

check box if you want to replace the permissions on existing documents.

9. Select [Save All] to save the changes.

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Working with folders/documents 3

Working with documents and folders consists of:

• Copying a document or folder

• Copying a document or folder as a shortcut

• Moving a document or folder

• Deleting a document or folder The following sections provide detailed instructions for working

with documents/folders.

Copying a document or folder 3

You can copy a document into a folder, or a folder and it’s contents into another fold er.

E A

NOTE: Your WS user administrator determines whether you have access rights to copy a document/folder into a folder.

To copy a document or folder into a folder:

1. Select [Online Library] from the Navigation bar. The Online Library main page opens.

2. In the Tree View, select the document or folder you want to copy.

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3. Select the [Copy] icon. The Copy documents/folders page opens. See Figure 3-3.

Figure 3-3. Copy documents/folders page

4. In the Tree View, navigate to the folder you want to copy the document/folder.

5. Mark the [Replace o bject s w ith sa m e n ame] check box if you want to overwrit e documents.

6. Select [Copy]. The documents/folder is copied to the specified folder.

NOTE: When you copy a folder, the new folder is not linked in any way to its original folder. Any changes you make to the contents of the copied folder do not affect the original folder. However, if you copy a folder as a shortcut, then the folders are linked.

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Copying a document or folder as a shortcut 3

You can copy a document or folder as a shortcut in another folder.

A document or folder shortcut allows the same document/folder to exist in more than one location. The original document/folder stays where it is, and the shortcut points back to it. Documents added or removed from the origina l folder will also be removed from the shortcut folder.

NOTE: Your WS user administrator determines whether you

have access rights to copy a folder.

To copy a document or folder as a shortcut:

1. Select [Online Library] from the Navigation bar. The Online Library main page opens.

2. In the Tree View, select the document or folder you want to copy.

3. Select the [Copy] icon. The Copy documents/folders page opens.

4. In the Tree View, navigate to the folder you want to copy the document/folder.

5. Mark the [Replace objects with the same name] check box if you want to overwrite documents.

6. Select [Copy as shortcut only]. The documents/folder is copied as a shortcut in the specified folder.

NOTE: Adding and deleting documents from the parent folder will automatically update the shortcut.

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Moving a document or folder 3

Y ou can move a document or folder and it’ s contents into another folder.

NOTE: Your WS user administrator determines whether you

have access rights to move a document or folder into another folder.

To move a document or folder into another folder:

1. Select [Online Library] from the Navigation bar. The Online Library main page opens.

2. In the Tree View, select the document or folder you want to move.

3. Select the [Move] icon. The Move documents/folders page opens. See Figure 3-4.

Figure 3-4. Move documents/folders page

4. In the Tree View, select the folder you want to move the document or folder.

5. Select [Move]. The document or folder is moved to the specified folder.

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Deleting a document or folder 3

Deleting a document or folder removes the document or folder and its contents from the DigiPath WS server. The documents are no longer available in DigiPath WS.

CAUTION

You cannot undo the delete action.

NOTE: Your WS user administrator determines whether you

have access rights to delete a document or fold er.

To delete a document or folder and its contents:

1. Select [Online Library] from the Navigation bar. The Online Library main page opens.

2. In the Tree View, select the document or folder you want to delete.

3. Select the [Delete] icon. The Delete documents/folders page opens. See Figure 3-5.

Figure 3-5. Delete documents/folders page

4. Select [Delete] to delete the selected document/folder.

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Moving the MainCollection 3

The following sections prov ide in formation about moving the MainCollection cabinet.

Moving the MainCollection cabinet 3

The MainCollection cabinet can be moved using the Document Library application.

NOTE: Unlike DigiPath 2.x, in DigiPath 4.0, this is an unusual

operation since the MainCollection must be created via Document Library prior to using WS. Typically, the MainCollection may only need to be moved when you add a RAID to your WS system after WS has been operational.

When moving a MainCollection cabinet:

• All contents and shortcuts of the MainCollection cabinet are preserved.

• All links are automatically updated to reflect the new location of the files within the MainCollection cabinet.

Use the following pr oced ur es to move the MainCollectio n cabinet.

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Stopping DigiPath Services 3

It is important that you stop certain DigiPath servic es before moving the MainCollection cabinet. If these services are not stopped, an appl i cation error wil l occur during the mo ve and you will not be able to continue with the procedure.

To stop the appropriate DigiPath services:

1. Select [Start: Settings: Control Panel] from the Windows desktop. The Control Panel opens.

2. Select [Administrativ e Tools].

3. Select [Services]. The Services console opens.

4. Stop the IIS Admin Service. a. Highlight [IIS Admin Service]. b. Select [Action: Stop].

5. Select one of the following:

• If a message box displays, select [Yes] to stop the IIS

Admin Service.

• If a Stopping dialog box displays, select [OK] to stop the

World Wide Web Publishing Service and the IIS Admin Service.

6. Select [Close] to exit the Services di alo g box.

7. Select [File: Close] to exit the Control Panel.

8. Continue with the procedu re “Moving the MainCollection cabinet” on page 3-18.

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Moving the MainCollection cabinet 3

To move the MainCollection cabinet using Document Library:

1. Select [Start: Programs: Xerox DigiPath Produ ction Software: Document Library] from the Windows desktop on your DigiPath WS server.

2. Login to Document Library. The Document Library application opens.

3. Highlight th e MainCollection c abinet.

4. Select [Edit: Copy/ Move]. The Copy/Mo ve Cabinet dialo g box opens.

5. Select the [Move] radio button from the Operation area.

6. Select the drive you wis h to mo ve the Mai nColl ecti on cabin et to from the Destination list.

7. Select [OK].

8. Select [File: Exit] to exit Document Library.

9. Continue with the procedure “Restarting the DigiPath WS server” on page 3-19.

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Restarting the DigiPath WS server 3

You must restart your DigiPath WS server for the move to actually take place.

To restart the DigiPath WS server:

1. Run the xstopdgp.bat utility: a. Select [Start: Run] from the Windows d esktop. The Run

dialog box opens. b. In the Open text box, enter e:\digipath\xstopdgp.bat. c. Select [OK]. d. Reply [Y] to all queries.

2. Restart the WS server. a. Select [Start: Shut Down] from the Windows desktop. b. Restart the server. c. Log into Windows to automatically restart the DigiPath

services.

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4. System administration

This chapter identifies and describes the procedures necessary for administering and supporting the DigiPath Web Services (WS) server.

Topics covered in this chapter include:

• overview

• defining administrator options

• document configur at ion

• search configuration

• DigiPath WS site customization

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Overview 4

Depending on your administration access privileges, the DigiPath WS Administration Menu frame provides quick access to all system administration functions. Table 4-1 lists the Administrati on Menu options and provide s a brief description of the function of the options.

Table 4-1. Administration Menu options

Option Function

Administrator Optio ns Allows you to define:

• various overall settings

• user access preference

• the default job name for job submission

• Web notification User Administrator Allows you to manage DigiPath WS user accounts and groups Queue Manager Allows you to:

• manage queues

• set performance options for DigiPath WS production printers

• configure web to web transfer Masking Allows you to define standard print options, advanced print options,

and reprint print options

Customize Allows you to customize paper stock, paper size, paper color, and

paper type

Document Configuration Allows you to:

• schedule when to convert documents on the DigiPath WS server

• define the general appearance of objects, particularly RDOs, when

a user selects the View o ption

• select the properties that display when you choose to view the

properties of a document

• specify the property information for all objects in the result list Search Configuration Allows you to:

• add available DigiPath remote servers to the domain for searching

documents on the DigiPath WS server

• specify the attributes on which users can search Reports Allows you to generate reports necessary for monitoring activity on the

DigiPath WS server

Appearance Allows you to customize your DigiPath WS site to make it consistent

with other web pages created or maintained by your organization

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Administration access privileges 4

Any number of users can have administration access rights on the DigiPath WS server.

Table 4-2 lists and describes the administr ation access privileg es available in DigiPath WS.

Table 4-2. Administration Access Privileges

Administration access privilege Description

WS Site Administration The WS Site Administration access privilege is used to set site settings. A

user with WS Site Administration privileges can:

• access the Administration Menu

• access Web Notification

• set all site settings

• view Raw Logs report

NOTE: The WS Site Administration user can not manage web jobs and queues.

WS User Administration The WS User Administration access privilege allows a user to set user

specific settings. A user with WS User Administration privileges can:

• access the Administration Menu

• access collection reports, user reports, and Raw Logs report

• access Web Notification

NOTE: A user with WS User Administration privileges cannot manage web jobs and queues.

NOTE: A user with WS User Administration privileges is added to the Administration group. If the Administration group is removed in Library Administration, the user no longer has the WS User Administration privilege.

WS Queue and Job Administration

The WS Queue and Job Administration access privilege allows a user to process and manage jobs. A user with WS Queue and Job Administration privileges can:

• access the Administration Menu

• set Default Job Name

• access Web Notification

• perform all the operations within Job Manager, Queue Manager, Masking, and Customize sections of the Administration Menu

• Access Print Job Requests, Jobs by Printing Options, and Raw Logs reports

NOTE: Users must have access to folders and documents for printing.

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Accessing the Administration Menu 4

To access the Administration Menu:

1. Log in to the DigiPath WS server as the site administrator.

NOTE: The default login account is dwadmin. For security

purposes, change the dwadmin account password.

2. Select [Administration] on the Navigation bar. The Administration Menu displays in the Tree View. See Figure 4-1.

Figure 4-1. Administration Menu

NOTE: Use the scroll bar to scroll thr ough the Admini stration

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Menu to view all t he options on the Administra tion Menu.

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Defining Administrator Options 4

Using the Administrator Options on the Administration Menu, the WS site administrator can define various overall system settings, define user access prefe rence, enab le the de fault job name, an d access web notification.

NOTE: The options available in the Administrator Options

section of the Administration Menu are dependent on the Administration Access rights defined in your user profile.

To access the Administrator Options:

1. Log in to the DigiPath WS as the site administrator.

2. Select [Administration] from the Navigation bar.

Table 4-3 lists and describes the Administration Options section of the Administration Menu.

Table 4-3. Administrator Options

Administrator Options Description

Administrator Optio ns Provi des vario us ov er all admi nist rati on se ttin gs User Access

Preference

Default Job Name Allows you to enable the default job name option

Web Notification Allows you to access the DigiPath Web Services

The following sections provide detailed instructions for defining the overall sett i ngs, user acces s preference, default job name, and accessing web notification.

Allows you to specify whom you want to have access to the User Access link on the folders/document s Prope rt ies page

NOTE: You must have the WS User Administration access right to access the User Access Preference option.

to include the system name and the Job ID

NOTE: You must have the WS Queue and Job Administration access right to access the Default Job Name option.

Statistics page to check for new user sign-ups, new jobs, jobs pending, and jobs due

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Defining the overall settings 4

The Administrato r Options page pr ovides various overa ll settings for you to define and/or m od ify. Table 4-4 lists and de scri b es the Administrator Options.

NOTE: You must have the WS Site Administration access right

to access the Administrator Options option.

Table 4-4. Administrator options

Administrator Option Description

Polling inte rva l in minute s Determine s th e n umb er of min ut es be tw een

the refresh of the DigiPath Web Services Statistics page

SMTP Server Identifies the mail server used for outgoing

mail or notifications

Administrator e-mail This account receives an e-mail whenever a

user requests a new account from the DigiPath WS home page

Feedback e-mail This account receives an e-mail each time a

user submits feedback to the server via the Tell us

Job Print Manager e-mail This account receives an e-mail each time a

print job is submitted to the DigiPath WS server

Administrator Notes Displays the text area field for the WS Site

Administrator to leave notes for themselves.

link on the DigiPath WS home page

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To define the Administrator Options:

1. Select the [Administrator Options Administration Options section of the Administration Menu. See Figure 4-2.

] link from the

Figure 4-2. Administrator Options page

2. In the Polling in terval in m inutes, enter the numb er of minutes you want the DigiPath Web Services Statistics page to be refreshed.

NOTE: If polling too often, you may experience a decrease in performance on your server.

3. In the SMTP Server text box, enter the name of the mail server used for outgoing mail or notifications.

NOTE: Outgoing mail cannot be directed without the SMTP address of your mail server.

4. In the Administrator e- ma il te xt box , enter the e-mail address of the person to whom you want an email sent when a user requests an acc ount from the DigiPath WS home page.

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5. In the Feedback e-mail text box, enter the e-mail address of the person to whom you want an email sent when a user sends feedback from the home page.

6. In the Job Print Manager e-mail text box, enter the e-mail address of the p er son to w h om yo u w an t a n em ail sen t w h en a job is submitted from Job Submit or Print Submit.

7. In the Administrator Notes text box, enter any notes or reminders you want to leave for yourself or other administrators who access the page.

8. Select [Save] to save the changes.

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Defining user access pr ef ere n ce 4

The User Access Preference page is used to specify whom you want to have access to the User Access link on the folders or documents Properties page. The User Access link allows you to assign access rights to folde rs or documents and ap pears on the title bar of th e document or folder Properties page.

NOTE: You must have the WS User Administra tion access right

to access the User Access Preference option.

To define the user access preference:

1. Select the [User Access Preference] link from the Administration Options section on the Administration Menu. See Figure 4-3.

Figure 4-3. User Access Preferences page

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2. In the [Mark the ‘User Access’ link available to] area, select one of the following options:.

NOTE: The User Access link on the Properties page allows

you to assign user access to folders and documents and appears on the Properties page title bar.

• Collection User — allows any user with assign rights to a

collection to assign user access to that collection

• Administrator — allows only a user with the WS User

Administrator access right to assign user access for collections

• No one — does not allow anyone to assign user access

for collections

NOTE: The No one option is the default option after the DigiPath WS server is installed.

3. Select [Save] to save the changes.

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Enabling the default job name 4

The Default Job Name page allo ws you to en abl e the defaul t job name option to include the system name and the Job ID. The Job ID allows you to track the source of a job from the DigiPath WS server to the destination printer.

This option changes the default job name of jobs for Job Submission and Print Submission: job <machine name>: #<job ID> <document name>.

NOTE: You must have the WS Queue and Job Administration

access right to access the Default Job Name option.

To enable the default job name:

1. Select the [Default Job Name Options section on the Administration Menu. See Figure 4-4.

] link from the Administration

Figure 4-4. Default Job Name page

2. In the System Name (Web) text box, enter the name of the system.

NOTE: You can leave the System Name field blank if you only have one WS system.

3. Mark the [Put Job ID and System Name into default Job Name] check box if you want the Job ID and System Name t o appear in the Job Name field on the job ticket in job submission.

4. Select [Save] to save the changes.

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Using web notification 4

The DigiPath Web Services Statistics page checks for and displays the following informatio n:

• New User Sign-ups — displays the number of user account requests received that have not yet been enabled and assigned a password by the WS user administrator.

• New Jobs — displays the number of print job requests submitted since a specific date.

• Jobs Pending — displays the number of print job requests that have been releas ed from a Di giPath W S print queu e and submitted to a defined printer.

• Jobs Due — displays the number of print jobs that a user has specified as required by the date that displays at the top of the page.

The DigiPath Web Services Statistics page displays in a separate browser window, which can be left open. The information contained in the DigiPath Web Services Statistics page is automatically updated if you leave it open.

NOTE: You must have WS Site Administration, WS User Administration, or WS Queue and Job Administration privileges to access the DigiPath Web Services Statistics page.

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To view the Digipath Web Services statistics:

1. Select the [Web Notification Options section on the Administration Menu. The DigiPath Web Services Statistics page opens in a separate browser window. See Figure 4-5.

NOTE: The DigiPath Web Services Statistics page is refreshed based on the polling interval in minutes defined on the Administrator Options page.

] link from the Administrator

Figure 4-5. DigiPath Web Ser vic es St at is tic s pa ge

2. Close the DigiPath Web Services Statistics page.

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Document Configuration 4

Using the Document Co nfiguration Opti ons on the Administratio n Menu, the WS administrator can schedule document conversion, define view configuration, and specify visible attributes on your DigiPath WS server.

NOTE: You must have the WS Site Administration access right

to define Document Configuration.

To access the Document Configuration o ptions:

1. Log in to WS as the site administrator.

2. Select [Administration] from the Navigation bar.

Table 4-5 lists and describes the Document Configuration options.

Table 4-5. Document Configuration options

Option Description

Conversion Service Converts all supported file formats to a

web-viewable format

View Configuration Allows you to specify the default appearance of

documents stored on the DigiPath WS server

Visible Attributes Allows you to specify the folder/document

attributes, such as publisher, title, and author, that display when you choose to view the attributes of a folder/document

Viewable Attributes Allows you to specify the attributes that display

in the Online Library content area and the simple search re su lts

The following sections provide detailed instructions for scheduling document con v ersi on, con f igu ring do cum en t view i n g options, de fining visible properties, and specifying viewable properties.

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Scheduling document conversion 4

Document conversion allows you to convert RDO, TIFF, PostScript, JPEG, GIF, and TXT documents, or other image formats supported by the browser or with a brow ser plu g-i n in all cabinets on the DigiPath W S server for viewing via DigiPath WS. The conversion process does not affect the original document files.

NOTE: When using document conversion, the document format

options are determined by the selections on the View Configuration p age.

You can schedule the conversion process to run at any time of the day. The conversion process run s in the background, but is process-intensive.

NOTE: It is strongly recommended that you schedule the document conversion to run wh en the server is least busy, usually overnight.

NOTE: You must have WS Site Administration access rights to schedule document conversion.

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To s chedule document conversion on the DigiPath WS server:

1. Select the [Conversion Service Configuration section on the Administration Menu. See Figure 4-6.

Figure 4-6. Conversion Service page

] link from the Document

2. Select the Conversion Servic e stat us [Acti ve] ra di o button to begin running the conversion at the time defined in the Starting Time field.

NOTE: The conversion process operates on a 24-hour clock, so that 20:00 represents 8:00 PM.

3. Mark the [Do not run] radio button if you do not want to run the conversion process.

4. In the Starting Time field, enter a starting time for the conversion process.

5. In the Ending Time field, enter an ending time for the conversion process.

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6. Mark the [Always On] check box to run the conversion every day, regardless of the server activity. When not marked, the conversion runs only when the other conversion options dictate.

7. Select one of the following Conversion Service options:

• All Files — converts all files in the server cabinets

• Files with new content only — converts only files

updated or added to the server cabinets since the last time the conversion process completed

8. Select one of the following Conversion Service priority options:

• Above Normal — specifies that the document conversion

process takes priority over other processing activities

• Normal — specifies that the document conversion

process has equal priority with othe r pr oce ssin g activi ties

• Below Normal — specifies that th e docum ent conv ersion

has lower priority than other proc essing activities

9. Select [Save] to save the changes.

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Specifying viewing options 4

The View Configuration page is used to specify the viewing options on your DigiPath WS server to de fine how documen ts on your server are displayed when a user views a document.

You have to define viewing options because many document types are not readily viewable via the web. The conversion options allow you to create web-r eady files for use o n y our DigiPath WS server.

NOTE: DigiPath WS uses the option s on the View Configura tion

page when the Document Conver sion process i s running.

When setting document view ing options, you should co nsider the following factors:

• Are your file types mostly images, or mostly text? If the files are mostly text, then you can se t the resolution settin gs lower.

• What is the storage capacity of your server? If you have a lot of space, then the fact that JPEG files are larger becomes less important.

• What is the server processing speed? If you have a fast processor, then the display rate is less important.

• How many users have you created on your server? If you have many use r s (more than 100), then the file size and the resolution settings are more important, especially when documents are viewed and downloaded frequently.

• How many print requests do you expect to m anage in a day? If there are many print requests, then the file size and resolution settings are more critical for the overall performance of the server.

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Higher resolution settings generally mean that the file size is larger, and that the image quality is better. However, the display rate and download rate is slower for larger files.

NOTE: The original document files are not affected by

E E

conversion for viewing options. NOTE: DigiPath WS cannot display DocuJob objects which are

jobs with a djo extension.

DigiPath WS clients may view documents on the DigiPath WS server, through the search results list, and when browsing folders. The options availabl e to the cli e nt ar e based on the Viewing Customization selections defined by the site administrator.

There are three categories of configurable viewing options:

• Overall Document Viewing — allows you to define the general appearance of documents

• JPG Viewing — allows you to define the resolution and appearance of the JPG document s

• PDF Viewing — allows you to define the resolution and appearance of Adobe PDF documen ts

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Table 4-6 details the view settings required for the fastest display of RDOs on your DigiPath WS system.

Table 4-6. View sett ings for optimal performance

Viewing Options Setting

Overall Document Viewing

JPG Viewing Thumbnail dimension 110 (pixels)

Adobe PDF Viewing

Default document view Thumbnail

Default viewing format for RDOs

Default conversion format for RDOs

Dynamic Conversion Disabled

Number of thumbnails to display

Page dimension 880 (pixels) Image Quality 24-bit color Quality level 75 Adobe PDF conversion Disabled

Select for optimal performance

JPG

Adobe PDF optimization Disabled Embed thumbnail Disabled Adobe PDF default page

resolution

300

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Accessing the View Configuration page 4

To access the View Configuration page:

1. Select the [View Configuration] link from the Document Configuration s ection on the Administration Menu. The View Configuration p age opens. See Figure 4-7.

Figure 4-7. View Configuration page

2. Continue with the next procedure “Defining the Ov erall Document Viewing options” on page 4-22 to define the document viewing options.

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Defining the Overall Document Viewing options 4

Overall Document Viewing options affect how a document is displayed when a user selects to view a document in the Online Library or in the search results list.

To define the Overall Document Viewing options:

1. Select one of the following options in the Default document view field to specify how documents appear when selected:

• Page — displays a document page. Users can navigate

through all the pages of the document.

NOTE: The Page option is not recommended, because

the display takes much longer. This option also allows users to print the indivi dual pages of a docum ent to a local printer, rather than submitting the entire document for printing at your site.

• Thumbnail — displays the document as thumbnails

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2. Select one of the following options to specify the defau l t viewing format for RDOs:

• PDF — provides smaller files that take more time to

display. Selecting this option also requires that your users have the Adobe Acrobat Reader.

• JPG — provides the optimal viewing option for display

speed and document resolution, but creates larger files

NOTE: The JPG option is recommended for documents

3. Select one of the following options to specify the defau l t

on your server. You should set the default RDO viewing option to JPG

and run Adobe PDF background conversion for RDO via Document Library in order to downlo ad viewable converted Adobe PDF for RDO files via DigiPath WS.

conversion format for RDOs:

NOTE: This option relates to the Dynamic Conversion options. When Dynamic Conversion is enabled, the conversion format is dictated by this setting.

• PDF — Adobe PDF dynamic conversion is d isabled in this

version of DigiPath WS

• JPG — converts the RDO pages to JPEG files for vie wing

• Both — converts the RDO pages to both Adobe PDF files

and JPEG files. The JPEG files are used for viewing, and the Adobe PDF files are used for downloading.

DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE 4-23

SYSTEM ADMINISTRATION XEROX DIGIPATH PRODUCTION SOFTWARE

4. Select the [Enabled] or [Di sable d] optio n to enabl e or disab le the Dynamic Conversion function in DigiPath WS.

When Dynamic Conversion is enabl ed, the DigiPath WS server prompts user s to convert a documen t, page by pag e. If Dynamic Conversion is not enab le d, user s cann ot vie w a document that has not been conve rt ed via Do cumen t Li br a ry or the DigiPath WS Document Conv ersion.

NOTE: For most DigiPath WS servers, the Dynamic

Conversion option is not recommended. Document conversion takes an enormous amount of processor resources, and slows the performance of other activities being completed at the server.

Instead of Dynamic Conversion, schedule the Document Conversion to run regularly. You can also use the Document Library Conver sion function to convert a doc ument before making it available on the DigiPath WS server, if necessary.

5. Continue with the next procedure “Defining the JPG Viewing options” on page 4-25 to define the JPG Viewing options.

4-24 DIGIPATH 4.0 WEB SERVICES SERVER ADMINISTRATOR GUIDE

Xerox DigiPath 4.0 Administration Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of contents

Notices and Certifications

Approvals and certification

60HZ, 115V

50HZ, 220V-240V

Radio frequency emissions

Canada

Europe 50HZ, 220V-240V equipment

Operational safety

Safety

General safety

Maintenance safety

About this guide

Audience

How to recognize important information

Conventions

Flag icons

Related information

DigiPath documentation

Scanner documentation 0

DigiPath scanner 0

DocuImage 620S scanner 0

Xerox Production Printing Services

Xerox solutions 0

Third party software

Windows related information

Windows Online Help

Windows Microsoft Web site

Getting Help online

Using a Help menu

Using Help in a dialog box

Ordering additional materials and supplies

Obtaining additional support 0

X-PRESS FAX 0

DigiPath FAQ Xerox web site

Xerox Welcome Center 0

1. About DigiPath Web Services

Product overview 1

Powering up the hardware and starting the DigiPath WS server 1

Logging into the DigiPath WS application 1

Logging out of DigiPath WS application 1

Shutting down the DigiPath WS server 1

Virus protection recommendations 1

Protecting DigiPath WS from virus contamination 1

2. Setting up a DigiPath WS server

Setting up the Online Library repository structure 2

The MainCollection cabinet 2

Creating other cabinets and folders in Document Library 2

Setting browser options 2

Microsoft Internet Explorer 6.0 2

Netscape 7.0 2

Determining the DigiPath Web Services home page URL 2

Obtaining the server name 2

Obtaining the DNS domain network name and /or IP address 2

Adding documents to the Online Library 2

Creating documents 2

Adding documents to folders 2

Copying documents from a Document Library cabinet 2

Adding user accounts and groups 2

Changing the default (dwadmin) administrator password 2

Assigning user access to cabinets and folders 2

Configuring DigiPath Web Services 2

Setting printer administration options 2

Installing a security certificate 2

Obtaining the security certificate 2

Generating the Certificate Signing Request (CSR) and Key Pair file 2

Submitting the key information to the vendor 2

Attaching and installing the certificate 2

Backing up the CSR and key pair file 2

3. Online Library management

Understanding the Online Library 3

Managing folders 3

Adding folders 3

Defining the properties of documents and folders 3

Viewing and modifying document or folder attributes 3

Assigning user access to documents or folders 3