Xerox FlowPort 2.1 Installation Guide

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Installation and
raining
Setup Guide
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Version 2.1

Publication number: 613P08611

Copyright protection claimed includes all forms of matters of copyrightable materials and information now allowed by statutory or

		r
judicial law or hereinafter granted, including without limitation, material
generated from the software programs which are displayed on the screen
	o
such as styles, templates, icons, screen displays, looks, etc.
XEROX®, The Document Company®, the stylized X, DataGlyph,
nt
Document Centre, CentreWare, DocuShare, PaperWare, are registered
trademarks and FlowPort, Document Token, and DocuStamp are
trademarks of Xerox Corporation or its subsidiaries.
Adobe and Acrobat are registered trademarks of Adobe Systems,
e		g
Incorporated. Lotus, Lotusphere, and Lotus Notes are registered

trademarks and Notes and Domino are trademarks of Lotus Corporation. Pagis and TextBridge are registered trademarks of ScanSoft, Inc. Microsoft, Microsoft Windows, Microsoft Word, Microsoft Exchange, Microsoft Internet Explorer, Microsoft Office, Imaging for Windows, MS, MS-DOS, and Windows are registered trademarks of Microsoft Corporation. Netscape Navigator and Netscape Enterprise Server are

registered trademarks of Netscape Communications Corporation. HP,
PCL, and HP Deskjet are registered trademarks of Hewlett-Packard
Company. IBM is a registered trademark of International Business
			in
Machines Corporation. Java, Java Runtime Environment, JRE, Java
Archive, JAR, and Sun Solaris are trademarks or registered trademarks
of Sun Microsystems, Inc. Allnother product names are trademarks/
		i
tradenames of their respective owners.
Notice	a
Specificationsrdescribed in this publication are subject to change without
notice. Use of some features may be limited by your hardware or
software configuration. Contact your dealer or Xerox for details.
WebM
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November 2000

Contents

Chapter 1 Installing the FlowPort Server .................................	1–1
FlowPort CD-ROM Contents................................................	1–2
FlowPort System Requirements............................................	1–3
Windows NT or Windows 2000 Server..........................	1–4
Network Environment ..................................................	1–5
FlowPort Client Requirements..............................................	1–6
Optional Components ........................................................	1–7
Microsoft Office ...............................................................	1–7
Repositories.....................................................................	1–7
Performance Considerations................................................	1–8
Server Ports.....................................................................	1–8
Web Browser...................................................................	1–8
Installing FlowPort ..............................................................	1–9
Configuring FlowPort ........................................................	1–25
Xerox Document Centre Setup ..........................................	1–30
Internet Fax Machine Setup (Optional) .............................	1–31
SMTP Server ..............................................................	1–31
POP3 Polling Server....................................................	1–32
Repository Setup...............................................................	1–33
Domino.........................................................................	1–33
Domino.Doc..................................................................	1–34

Contents iii

iManage .......................................................................	1–35
To Set the iManage Environment Path........................	1–35
Documentum ................................................................	1–36
PaperWare forms and Documentum...........................	1–37
Creating User Accounts.....................................................	1–38
Getting More Information.................................................	1–39
Customer Support .........................................................	1–39
Uninstalling FlowPort........................................................	1–40
To Stop the FlowPort Server:.......................................	1–40
To Uninstall the FlowPort Server: ................................	1–40

Appendix A Troubleshooting ......................................................	A–1
System Requirements..........................................................	A–2
Installing FlowPort ..............................................................	A–4
Configuring FlowPort ..........................................................	A–7

iv Xerox FlowPort Installation and Setup Guide

Installing the FlowPort

Server

The purpose of this document is to provide an experienced System Administrator with the FlowPort system requirements and instructions for installing FlowPort and its suite of server-based applications.

This chapter includes the following sections:
FlowPort CD-ROM Contents ..............................................	1–2
FlowPort System Requirements ..........................................	1–3
FlowPort Client Requirements ............................................	1–6
Optional Components ......................................................	1–7
Performance Considerations ..............................................	1–8
Installing FlowPort ............................................................	1–9
Configuring FlowPort ......................................................	1–25
Xerox Document Centre Setup ........................................	1–30
Internet Fax Machine Setup (Optional) ...........................	1–31
Repository Setup .............................................................	1–33
Creating User Accounts ...................................................	1–38
Getting More Information ...............................................	1–39
Uninstalling FlowPort ......................................................	1–40

Chapter 1: Installing the FlowPort Server 1–1

FlowPort CD-ROM Contents

The Flowport CD-ROM contains the following software and documentation:

•FlowPort server software

•FlowPort documentation

—FlowPort Installation and Setup Guide (PDF)

—FlowPort User Guide (PDF)

—FlowPort Administrator Guide (PDF)

•JRE 1.2.2 (Java Runtime Environment)

•TextBridge Optical Character Recognition software

•Adobe Acrobat Reader 4.05

Note: Textbridge OCR software is not available on the

FlowPort Trial CD.

1–2 Xerox FlowPort Installation and Setup Guide

FlowPort System Requirements

Before installing the FlowPort software, complete the installation checklist below to determine that your Xerox Document Centre ST or Internet Fax machine and Windows (NT or 2000) server meet these requirements:

Xerox Document	or	Internet Fax
Centre ST		machine

Scan To File option installed

Domain Naming System (DNS) host name or static IP address assigned:

TCP/IP-enabled

Domain Naming System (DNS) host name or static IP address assigned:

_________________

_______________

TCP/IP-enabled

lpr-enabled

Note: For a list of Xerox Document Centre models currently supported, go to the Xerox web site at: http://www.xerox.com/flowport

Chapter 1: Installing the FlowPort Server 1–3

FlowPort System Requirements

Windows NT or Windows 2000 Server

Microsoft Windows NT 4.0 Server with Service Pack 4, 5, or 6 (SP 6 is recommended for optimum performance)

Microsoft Windows 2000 Server

Pentium II, III or Pentium Pro, 200 MHz or faster

128 MB RAM

420 MB free disk space

200-400 MB virtual memory

TCP/IP-enabled

Three IP ports: 21 and 25 required, 80 recommended

Domain Naming System (DNS) host name and static IP address assigned:

host name: _____________________________________

IP address: ______________________________________

Note: To look up the IP address in a DOS window—enter the command: ipconfig /all

Caution: Be sure to use the DNS hostname rather than Windows NT networking name.

To verify that the DNS hostname is correct, access the FlowPort server in a Web browser. You can use either the IP address or the DNS hostname of the machine on which the FlowPort server is installed.

If using the hostname, verify that it is the DNS hostname rather than a Windows NT networking name. (The machine may be displayed in the Windows Network Neighborhood under an NT networking name, which cannot be used to communicate with the FlowPort server.) Perform the following steps to confirm that the name is registered under DNS on the server.

1–4 Xerox FlowPort Installation and Setup Guide

FlowPort System Requirements

Use the nslookup command in Windows as follows:

AOpen a DOS window

BAt the DOS prompt, enter: nslookup DNS-hostname

If the hostname that you entered is registered, you will receive a response with a Name (DNS name) plus an IP Address. This means that you can use the fully qualified hostname to access the FlowPort server in a Web browser.

If the hostname is not registered, you will get a message that the server cannot find it. Get the correct DNS name (if there is one), or use the FlowPort server’s IP address to access it.

Network access to a Xerox Document Centre ST, or Internet Fax machine

No FTP or Email (such as Microsoft Exchange) service running on the same server as FlowPort

Network Environment

The following services can be provided anywhere on the network:

SMTP mail host; for example, a Microsoft Exchange server may be used as the mail host

SMTP mail DNS hostname or IP address:

______________________________________________

SMTP email functions

Domain Naming System (DNS)

Optional (if not printing to a Xerox Document Centre): PostScript Level 2 (or higher) or HP-PCL Level 3 (or higher) networked printer (must be TCP/IPand lpr-enabled)

Chapter 1: Installing the FlowPort Server 1–5

FlowPort Client Requirements

The FlowPort server is accessed through a Web browser. It can be accessed on any platform that supports the following:

Microsoft Internet Explorer 4.0, version 4.72 or later or Netscape Navigator, version 4.5.1 or later

Viewer that supports multi-page TIFF email attachments, such as Imaging for Windows or Pagis 2.06 Viewer

Note: A free Pagis 2.06 Viewer can be downloaded from the Scansoft web site at: http://www.scansoft.com/products.

1–6 Xerox FlowPort Installation and Setup Guide

Optional Components

Microsoft Office If you plan to print Microsoft Office documents, you need to install Microsoft Office on the FlowPort system.

FlowPort supports Office 97 or greater. FlowPort Document Token and Document Catalog forms can be used to print Microsoft Word, Excel, and PowerPoint documents.

Note: Installing Microsoft Office before installing FlowPort is recommended.

Repositories The FlowPort applications, Document Catalog and Document Token, require a repository to be installed on a

server. Repositories that are supported by FlowPort:

•Xerox DocuShare 2.2 (store and access)

•Microsoft Exchange Web Folder (store and access)

•Lotus Domino.Doc (store and access)

•Lotus Domino (store and access)

•FTP Directory (store and access)

•iManage (store and access)

•Documentum (store and access)

•Email to Microsoft Exchange (store only)

•Email to Lotus Notes/Domino (store only)

Note: Refer to your repository documentation for server requirements.

Chapter 1: Installing the FlowPort Server 1–7

Performance Considerations

	FlowPort server performance can be affected by software
	running on the same host system. This section provides
	information that maximizes FlowPort server performance.
Server Ports	You can install FlowPort and repository software on the
	same system; however, this will increase contention for
	the CPU. FlowPort operates its own Web server and
	therefore requires a dedicated HTTP port such as port 80
	(recommended). The repository HTTP port should be
	configured with a different value, such as port 90.
Web Browser	To improve performance when using Netscape Navigator
	on the same machine as the FlowPort server, you must set
	Navigator's priority to Low:
	1 Right-click the Windows NT taskbar and click Task
	Manager.

Right-click netscape.exe.

Point to Set Priority and then click Low.

1–8 Xerox FlowPort Installation and Setup Guide

Installing FlowPort

Before you start, make sure you have Administrator privileges for the server on which you are installing FlowPort.

If you currently have FlowPort Release 1.0.x installed, backup your FlowPort directory (which includes the user data files and system files) before upgrading to the new version of FlowPort.

To backup your existing FlowPort files, perform the following:

1 Stop the FlowPort service.

Note: Refer to the “Uninstalling FlowPort” section to stop the FlowPort server.

2 Make a copy of the entire \FlowPort directory—by default C:\Xerox\FlowPort.

Rename this directory and save it elsewhere on your system. It contains all data and system files used by FlowPort.

3 After your data files are backed up, install FlowPort Release 2.x. Your old user data files will be upgraded so that user accounts and forms do not need to be re-created.

Chapter 1: Installing the FlowPort Server 1–9

Installing FlowPort

To install FlowPort:

1 Insert the FlowPort CD into the CD-ROM drive.

2 If the FlowPort installation program does not run automatically:

ADouble-click to open My Computer.

BClick the CD-ROM drive.

CClick setup.exe.

The FlowPort Installation welcome screen displays.

1–10 Xerox FlowPort Installation and Setup Guide

Installing FlowPort

3 In the FlowPort Installation welcome screen, click Install FlowPort. The FlowPort Installation application screen displays.

4 In the FlowPort Installation application screen, install the following applications:

AJRE 1.2.2 (Java Runtime Environment). Follow the onscreen instructions to complete the JRE installation.

BTextBridge Optical Character Recognition software. Follow the onscreen instructions (for typical install) to complete the TextBridge installation.

Note: Textbridge OCR software is not available on the FlowPort Trial CD. The Install Textbridge button is disabled.

CAdobe Acrobat Reader 4.05. Follow the onscreen instructions to complete the Acrobat Reader installation.

Chapter 1: Installing the FlowPort Server 1–11

Installing FlowPort

5 At the completion of the Acrobat Reader installation, click Next to proceed to the FlowPort Configuration test screen. Running the configuration tester is recommended.

Note: If you are upgrading the FlowPort server, ensure that the server is stopped before running the Configuration Tester. Refer to the “Uninstalling FlowPort” section to stop the FlowPort server.

6 In the FlowPort Configuration test screen, click Run Configuration Tester.

Note: If you are installing FlowPort on a Windows 2000 Server, ensure that the Windows 2000 Virtual Server is stopped before running the Configuration Tester. Refer to the Windows 2000 Server documentation to stop the server.

1–12 Xerox FlowPort Installation and Setup Guide

Installing FlowPort

The FlowPort Configuration Utility Welcome page displays.

Chapter 1: Installing the FlowPort Server 1–13

+ 39 hidden pages

Xerox FlowPort 2.1 Installation Guide

FlowPort CD-ROM Contents

FlowPort System Requirements

Windows NT or Windows 2000 Server

Network Environment

FlowPort Client Requirements

Optional Components

Microsoft Office If you plan to print Microsoft Office documents, you need to install Microsoft Office on the FlowPort system.

Repositories The FlowPort applications, Document Catalog and Document Token, require a repository to be installed on a

Performance Considerations

Server Ports

Web Browser

Installing FlowPort