Xerox FlowPort 2.1 Installation Guide

Installation and Setup Guide

raining

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Versio n 2.1

copyrightable m aterials and information now allowed by statutory or judicial la w or here inafter gr ant ed, inc luding wi thout l imitat ion, mat erial generated from the sof tware pr ogr ams which are disp layed o n t he scre en such as styles, templates, icons, screen displays, looks, etc.

XEROX®, The Document Company®, the stylized X, DataGlyph, Document Centr e, CentreWare, DocuShare, PaperWare, are registered trademarks and FlowPor t, Document Token, and DocuStamp are trademarks of Xerox Corporation or its subsidiaries.

Adobe and Acrobat are registered trademarks of Adobe Systems, Incorpora ted. Lotus, Lotusphere, and Lotus Not es are registered trademarks and Notes and Domino are trademarks of Lotus C orporation. Pagis and TextBridge are registered trademarks of ScanSoft, Inc. Microsoft, Microsoft Windows, Microsoft Word, Microsoft Exchange, Microsof t Internet Expl orer, Microsoft Offi ce, Imaging for Windows, MS, MS-DOS, and Win d ow s 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 Machines Corpor ati on. Java, Java Runtime Environm ent, JRE, Java Archive, JAR, and Sun Solaris are trademarks or registered trademarks of Sun Microsystem s, Inc. All other product names are trademarks/ tradenames of t h ei r respective owners.

Notice

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Specificati ons des cribe d in t his pu bli cation ar e sub ject to change wi thout notice. Use of some features may be limite d by your hardware or software conf iguration. Contact your dealer or Xerox for detai ls.

ento

ain

November 2000

Contents i

Chapter 1 Installing the FlowPort Server ................................. 1–1

FlowPort CD - ROM Contents......... ................ .......... ......... .... 1–2

FlowPort Sy s t em Requ irements............ ................. ......... ...... 1–3

Windows NT or Windows 2000 Server.......................... 1–4

Network Environment . .......... ................ .......... ......... .... 1–5

FlowPort Client Requirem ent s....... ................ .......... ......... .... 1–6

Optiona l Co mpon e n t s ... ......... .......... ................ .......... ........1–7

Microsoft Office ............................................................... 1–7

Repositories ..................................................................... 1–7

Performance Considerations....... ......... ................. ......... ...... 1–8

Server Port s......... ................ .......... ................................. .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 ❖ ii i

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 Requi rements......... ................. ......... ................. ...... A–2

Installing FlowPort.............................................................. A–4

Configuring FlowPort..........................................................A–7

iv ❖ Xerox FlowPort Installation and Setup Guide

Installing the FlowPort Server Chapter1

The purpose of this document is to provide an experienced System Administrator with th e FlowPort system requirements and instructions f or in stalling FlowPort and its suite of server-based applications.

This chapter includes the following sections:

FlowPort CD - ROM Contents .......... ................. ......... .......... 1–2

FlowPort Sy s t em Requ irements ........... ................. ......... ..... 1–3

FlowPort Client Requirem ent s ......................... ......... .......... 1–6

Optiona l Co mpon e n t s ......... ......... ................. ......... .......... 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

Chapte r 1: Installi ng the F lowP ort Ser ver ❖ 1–1

FlowPort CD-R OM C onten ts

FlowPort CD-ROM Contents

The Flowport CD-RO M 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 Optica l Character Recognition software

• Adobe Acrobat Reader 4.05

Note: Textbridge OCR software is not available on the FlowPort Trial CD.

1–2 ❖ Xero x F lowP ort I nst allat ion an d S etu p Guide

FlowPort System Requirements

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

FlowPort Sys tem Re quirem ents

Xerox Document

Centre ST

Scan To File option

installed

Domain Naming

Syst em (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:

ttp://www.xerox.com/flowport

Internet Fax

machine

TCP/IP-enabled

Domain Naming

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

_______________

Chapte r 1: Installi ng the F lowP ort Ser ver ❖ 1–3

FlowPort Sy stem Req uireme nts

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 reco mmended Domain Naming System (DNS) host name and static

IP address assigned:

host name: _____________________________________

IP address:______________________________________

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

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.

1–4 ❖ Xero x F lowP ort I nst allat ion an d S etu p Guide

FlowPort Sys tem Re quirem ents

Use the nslookup comma nd in Windows as follows:

A Open a DOS window B At 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 S T, or

Internet Fax machine No FTP or Email (such as Microsoft Exchange) service

running on the same server as FlowPor t

Network Environment

The following services can be provided anywhere on the network:

SMTP mail host; for example, a Microsoft Exchan ge

server may be used as the ma il host

SMTP mail DNS host name or IP address:

______________________________________________

SMTP ema il func tions Domain Naming System (DNS) Optional (if not printing to a Xerox Do cument

Centre): PostScript Level 2 (or higher) or HP-PCL Level

3 (or high er) networked printer (must be T CP/IP- a nd

lpr-enabled)

Chapte r 1: Installi ng the F lowP ort Ser ver ❖ 1–5

FlowPort Cl ient Require ment s

FlowPort Client Requirements

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

Microsoft Internet Explorer 4.0, version 4.72 or later

or Netscape N avigator, 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:

ttp://www.scansoft.com/products.

1–6 ❖ Xero x F lowP ort I nst allat ion an d S etu p Guide

Optional Components

Optiona l Comp onents

Microsoft Office

Repositories

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 Documen t Catalog forms can be used to print Microsoft Word, Excel, and PowerPoint documents.

Note: Installing Microsoft Office before installing FlowPort is recommended.

The FlowPort applicat ions, Document Ca talo g and Document Token, require a repository to be installed on a server. Repositories that are supported by FlowPort:

• Xerox DocuShare 2.2 (sto re 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 Exch ange (store only)

• Email to Lotus Notes/Domino (store only)

Note: Refer to your repository documentation for server requirements.

Chapte r 1: Installi ng the F lowP ort Ser ver ❖ 1–7

Performan ce C ons idera tions

Performance Considerations

FlowPort server performance can be affected by software running on the same host system. This section provides information that maximi zes FlowPort server performance.

Server Ports

Web Browser

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 (recommended). The repository HTTP port should be configured with a differ en t valu e, such as port 90.

To improve performance when using N etscape Navigato r on the same machine as the FlowPort server, you must set Navigator's priority to Low:

Right-click the Windows NT taskbar and click Task

Manager.

Right-click netscape.exe.

Point to Set Priority and then click Low.

HTTP port such as port 80

1–8 ❖ Xero x F lowP ort I nst allat ion an d S etu p Guide

Installing FlowPort

Installin g Flo wPort

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 t he following:

Stop the FlowPort service.

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

Make a copy of the entire \FlowPort directory—by

default C:\Xerox\FlowPort. Rename this directory and save it elsewhere on your

syste m . It contains a ll data an d s ystem f iles used by FlowPort.

After your data files are backed up, install FlowPort

Release 2.x. Your old user data files will be upgraded so that user a c c ounts and fo rm s do no t ne ed to be re-c reated.

Chapte r 1: Installi ng the F lowP ort Ser ver ❖ 1–9

Installin g Flo wPor t

To install FlowPort:

Insert the FlowPort CD into the CD-ROM drive.

If the FlowPort installation program does not run

automatically:

A Double-click to open My Computer. B Click the CD-ROM drive. C Click setup.exe.

The FlowPort Installation welcome scree n displays.

1–10 ❖ Xerox FlowPort Ins tallation and Setup Guide

Installin g Flo wPort

In the FlowPort Installation welcome screen, click In stall

FlowPort. The FlowPort Installation application screen displays.

In the FlowPo r t I ns ta llation appli c at io n s c re en , install the

following applications:

A JRE 1.2.2 (Java Runtim e Environment). Follow the

onscreen instructions to complete the JRE installation.

B TextBridge 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.

C Adobe Acrobat Reader 4.05. Follow the onscreen

instructions to complete the Acrobat Reader installation.

Chapter 1: I nstal ling t he FlowPo rt Se r ver ❖ 1– 11

Installin g Flo wPor t

At the completion of the Acrobat Reader installation, click

Next to proceed to the FlowPort Configuration test screen. Ru n ning the configuration teste r i s r ec o mm en ded.

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.

In the FlowPort Conf igura tion te st screen , click Run

Configuration Tester.

Note: If you are installi ng 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 Ins tallation and Setup Guide

Installin g Flo wPort

The FlowPort Configuration Utility Welcome page displays.

Chapter 1: I nstal ling t he FlowPo rt Se r ver ❖ 1– 13

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