Xerox FlowPort 2.1.1 SP2 Installation Guide

Installation and Setup Guide
Version 2.1.1 SP2
Copyright © 2002 Xerox Corporation. All Rights Reserved.
Publication number: 701P38062
XEROX®, The Document Company®, the stylized X, DataGlyph, 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, 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 Machines Corporation. Java, Java Runtime Environment, JRE, Java Archive, JAR, and Sun Solaris are trademarks or registered trademarks of Sun Microsystems, Inc. All other product names are trademarks/tradenames of their respective owners.
Notice
Specifications described 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.
March 2002
Contents i
Chapter 1 Installing FlowPort Server 2.1.1 SP2 ............................ 1–1
FlowPort CD-ROM Contents......................................................1–2
FlowPort System Requirements...................................................1–3
FlowPort Server Requirements ............................................ 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 2.1.1 SP2..................................................... 1–9
Running FlowPort 2.1.1 SP2 for the First Time .......................1–23
Xerox Document Centre Setup ..................................................1–29
Internet Fax Machine Setup (Optional) .................................... 1–30
SMTP Server ......................................................................1–30
POP3 Polling Server..........................................................1–31
Getting More Information .........................................................1–32
Customer Support .................................................................. 1–32
Contents iii
Uninstalling FlowPort............................................................... 1–33
Stop the MSSQLServer Service and Exit the
Microsoft SQL Server Service Manager ............................1–33
Stop the FlowPort Server ...................................................1–34
Uninstall the MSDE and FlowPort Applications:..............1–35
Upgrading from a Licensed Version of
FlowPort 2.1.1 SP1 to 2.1.1 SP2...............................................1–37
Setting the FlowPort License Key .............................................1–45
Appendix A Troubleshooting .............................................................. A–1
System Requirements ...................................................................A–2
Installing FlowPort .....................................................................A–4
Configuring FlowPort .................................................................A–6
iv Xerox FlowPort Installation and Setup Guide
Installing FlowPort Server
2.1.1 SP2 Chapter1
The purpose of this document is to provide an experienced System Administrator with the FlowPort 2.1.1 SP2 system requirements and instructions for installing FlowPort and its suite of server-based applications.
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–1

FlowPort CD-ROM Contents

FlowPort CD-ROM Contents
The Flowport CD-ROM contains the following software and documentation:
FlowPort server software (includes language packs, Form Cleaner and Patch Manager applications (in /bin/util), and a restore from backup utility, RestoreFlowport.bat. See the file README_ENG.htm on the FlowPort CD-ROM for more information on RestoreFlowport.bat.
MSDE (Microsoft Data Engine) software
FlowPort documentation
— FlowPort User Guide (PDF)
— FlowPort Administrator Guide (PDF)
JRE (Java Runtime Environment)
Adobe Acrobat Reader
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, Internet Fax machine, and FlowPort server meet these requirements:
FlowPort System Requirements
Xerox Document
Centre ST
Scan To File option
installed
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: h
www.xerox.com/flowport
or
Internet Fax
TCP/IP-enabled
Domain Naming
System (DNS) host name or static IP address assigned:
_______________
machine
ttp://
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–3
FlowPort System Requirements
FlowPort Server Requirements
Microsoft Windows 2000 Server, Service Pack 2, OR
Windows NT 4.0 Server with Service Pack 6a
Pentium III, 500 MHz or faster. If customer activity is
significant, this server should be dedicated to FlowPort.
512 Mb RAM. If FlowPort is installed on a multi-purpose
server, even more memory is recommended.
750 Mb free disk space (at least 270MB on the system drive)
200-400 MB virtual memory
TCP/IP-enabled
Three IP ports: 21 and 25 required, 80 recommended
Domain Naming System (DNS) host name or a static IP
address assigned:
Important License Key Information
If your server has a DNS name, you MUST provide that name when you request a FlowPort license key from Xerox. If it does not have a DNS name, then you must provide the static IP address when you request a FlowPort license key from Xerox.
NOTE: If your FlowPort license is based on the server’s DNS name, and you change your DNS name after entering your license key, the FlowPort license will become invalid. You must then obtain a new license key from Xerox, based on the new DNS name. Similarly, if your FlowPort license is based on a static IP address, and that IP address changes or you obtain a DNS name, the license becomes invalid and you must obtain a new license.
If you obtain a DNS name or change a DNS name, previously printed forms become invalid, and you must reprint them. Also, if you didn’t have a DNS name, and you changed your static IP address, pre-printed forms become invalid and have to be reprinted.
Finding the DNS Hostname
If you are specifying the DNS hostname, verify that it is the DNS hostname rather than a Windows NT networking name. The server name that displays in the Windows Network Neighborhood may be the Windows networking name only.
To determine the DNS name of the server:
A Open a Command window
B At the command prompt, enter:
ipconfig
1–4 Xerox FlowPort Installation and Setup Guide
FlowPort System Requirements
C View the output of the ipconfig command, and make a note of the
server’s IP address.
D At the command prompt, enter:
nslookup <IP address>
If the server has a DNS name, you will receive a response with the fully qualified DNS name and IP Address. You use the fully qualified DNS name to access the FlowPort server in the web browser. For example:
http://my_DNS_name.company.com
If the hostname is not registered, you will get a message that the server cannot find the hostname. In this case, you may use the FlowPort server’s IP address to access FlowPort in the web browser. For example:
http://192.121.65.32
You must have network access to a Xerox Document Centre,
or Internet Fax machine
Do not run FTP or Email (such as Microsoft Exchange)
services on the same server as FlowPort
Do not run Microsoft Internet Information Server (IIS) 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 email functions
Domain Naming System (DNS)
Optional (if not printing to a Xerox Document Centre):
PostScript Level 2 (or higher) or PCL Level 3 (or higher) networked printer (must be TCP/IP- and lpr-enabled)
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–5

FlowPort Client Requirements

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 to 5.5
Microsoft Internet Explorer 6.0 (note that with IE 6.0, some
features of FlowPort may require you to refresh)
Netscape Navigator, version 4.5.1 to 4.77.
Viewer that supports multi-page TIFF email attachments, such
as Imaging for Windows or Pagis 2.06 Viewer
Note: A free Pagis viewer can be downloaded from the
Scansoft web site at:
http://www.scansoft.com/products/
Click on the link for Pagis Pro Millennium and look for the free download.
1–6 Xerox FlowPort Installation and Setup Guide

Optional Components

Optional Components

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 Document Catalog forms can be used to print Microsoft Word, Excel, and PowerPoint documents.
Note: Installing Microsoft Office before installing FlowPort is recommended.
The FlowPort applications “Document Catalog” and “Document Token” may require a repository to be installed on a server. The following repositories are supported by FlowPort:
Xerox DocuShare 2.2 or later (store and access)
Lotus Domino.Doc (store and access)
Lotus Domino (store and access)
FTP Directory (store and access)
Documentum (store and access)
Email to Microsoft Exchange (store only)
Email to Lotus Notes/Domino (store only)
Windows shared folders (store and access)
Microsoft Exchange 2000 (store and access)
Note: Refer to your repository documentation for server requirements.
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–7

Performance Considerations

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

Web Browser

You can install FlowPort and repository software on the same server; however, this will increase contention for the operates its own Web server, therefore a dedicated as port 80, is required. The repository HTTP port should be configured with a different value, such as port 90.
To improve performance when using a web browser on the same machine as the FlowPort server, you should set the browser’s priority to Low:
Right-click the Windows taskbar and click Tas k Ma nag er.
1
Select the Processes Tab, then Right-click netscape.exe or
2
iexplorer.exe.
Point to Set Priority and then click Low.
3
CPU. FlowPort
HTTP port, such
1–8 Xerox FlowPort Installation and Setup Guide

Installing FlowPort 2.1.1 SP2

Follow the steps in this section to install FlowPort server software. The following procedure shows the Windows 2000 server installation only. If you are installing the FlowPort Server software on a Windows NT4.0 server, note that there are minor differences in the installation, and you may have to reboot the server during the installation. Use this Windows 2000 installation as a guide.
NOTE: Before you install FlowPort for the first time, be sure to uninstall any version of JRE or Adobe Acrobat that is on the server. FlowPort will prompt you to install the supported versions during the installation.
If you are upgrading from an earlier FlowPort release, please see the section “Upgrading from a Licensed Version of FlowPort 2.1.1 SP1 to 2.1.1 SP2” on page 37.
To install FlowPort 2.1.1 SP2 on a Windows 2000 server that does not have an existing FlowPort installation:
Insert the FlowPort CD into the CD-ROM drive.
1
Installing FlowPort 2.1.1 SP2
If the FlowPort installation program does not run automatically:
2
A Double-click to open My Computer.
B Click the CD-ROM drive.
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–9
Installing FlowPort 2.1.1 SP2
C Click setup.exe. The English/Francais screen displays.
Select “Install FlowPort on this server” for English, “Installer
3
FlowPort sur ce serveur” for French. The Xerox FlowPort
Installation screen displays.
1–10 Xerox FlowPort Installation and Setup Guide
Installing FlowPort 2.1.1 SP2
Click Install FlowPort. The Install These First screen displays.
4
NOTE: During the FlowPort installation, the FlowPort installer may ask you to reboot the system. In this case, reboot your system. FlowPort will continue where the installation left off.
Install the following applications:
5
A JRE (Java Runtime Environment). Follow the onscreen
instructions to complete the JRE installation.
B Acrobat Reader. Follow the onscreen instructions to complete
the Acrobat Reader installation.
C Click Next in the Install These First screen when done.
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–11
Installing FlowPort 2.1.1 SP2
On the Now Run This Test screen, click Run Configuration Tester
6
if you are not sure of your configuration, and follow the on-screen instructions.
Otherwise, click Next to continue to the Start FlowPort Installation screen.
1–12 Xerox FlowPort Installation and Setup Guide
Installing FlowPort 2.1.1 SP2
If you chose to run the Configuration Tester, the FPConfigTest
7
Welcome screen displays. Click Next to continue.
The Test Preparation screen displays. Click Next to continue.
8
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–13
Installing FlowPort 2.1.1 SP2
Enter the HTTP port you would like to use, and click Next.
9
Enter the server’s DNS name and domain name, and click Next.
10
1–14 Xerox FlowPort Installation and Setup Guide
Installing FlowPort 2.1.1 SP2
Enter the network’s fully qualified SMTP server name., and click
11
Next.
The screen displays. review the information, and click Tes t.
12
Chapter 1: Installing FlowPort Server 2.1.1 SP2 1–15
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