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Xerox Scan to PC Desktop Server Administrator's Guide

SERVER ADMINISTRATOR’S GUIDE
© Nuance Communications, Inc. All rights reserved. Subject to change without prior notice.
1
System Requirements.......................................................................................................... 4
Installing Prerequisites........................................................................................................ 5
Pre-Installation Device Configuration ................................................................................ 6
HTTPS Support............................................................................................................... 6
EIP Support..................................................................................................................... 6
Simple Network Management Protocol (SNMP) Support.............................................. 7
Setting up the Network Environment ................................................................................. 8
IP Addresses and Host Names ........................................................................................ 9
Checking your IIS settings.............................................................................................. 9
Creating temporary storage for scanned media files..................................................... 10
Providing SMB access to Temporary Storage.............................................................. 10
Checking SMB access................................................................................................... 13
Creating an FTP folder.................................................................................................. 14
Checking FTP access .................................................................................................... 16
Installation alternatives ..................................................................................................... 17
Interactive Installation ...................................................................................................... 18
PaperPort PSP Server.................................................................................................... 19
Service setup with the Administration application ....................................................... 19
Steps to launch the Administration Tool ...................................................................... 20
Using the Administration Tool ..................................................................................... 20
Example Scenario ..................................................................................................... 20
Administration Steps................................................................................................. 21
Server side configuration ...................................................................................... 21
Device configuration............................................................................................. 22
Adding new devices.............................................................................................. 24
Removing devices................................................................................................. 24
Removing this service from a device.................................................................... 24
Managing multiple devices................................................................................... 25
Setting the device working folder......................................................................... 27
Repository Changes .............................................................................................. 28
User management.................................................................................................. 29
Displaying a customized message to unregistered users ...................................... 32
Defaults................................................................................................................. 34
Customized installation (advanced).................................................................................. 37
Extract product files to a specific folder ....................................................................... 37
Installer command-line parameters........................................................................... 37
Set-up Web Services in IIS web site............................................................................. 38
Check the correct setup of Web Services in IIS ........................................................... 45
Troubleshooting tips ......................................................................................................... 49
Appendix........................................................................................................................... 52
Enabling SSL ................................................................................................................ 52
2xx devices................................................................................................................ 52
76xx devices.............................................................................................................. 52
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73xx devices.............................................................................................................. 53
56xx devices.............................................................................................................. 53
52xx devices.............................................................................................................. 54
72xx devices.............................................................................................................. 54
Enabling EIP ................................................................................................................. 55
2xx devices................................................................................................................ 55
76xx devices.............................................................................................................. 55
73xx devices.............................................................................................................. 56
56xx devices.............................................................................................................. 56
52xx devices.............................................................................................................. 57
72xx devices.............................................................................................................. 57
Enabling SNMP v1/v2c protocols ................................................................................ 58
2xx devices................................................................................................................ 58
76xx devices.............................................................................................................. 58
73xx devices.............................................................................................................. 59
56xx devices.............................................................................................................. 59
52xx devices.............................................................................................................. 60
72xx devices.............................................................................................................. 60
Enabling Scan Template Management ......................................................................... 61
76xx devices.............................................................................................................. 61
73xx devices.............................................................................................................. 61
52xx devices.............................................................................................................. 62
72xx devices.............................................................................................................. 62
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Welcome and thank you for choosing our software. This document will give you guidance on how to install the product. It covers the following areas:
- System Requirements
- Setting up Network Environment
- Interactive Installation
- Setting up PaperPort PSP service with the Administration application
- Customized installation (advanced)
- Installer command-line parameters
- Trouble shooting tips
This Guide shows screen pictures made with Windows® XP. The appearance may vary under other Operating Systems.

System Requirements

To install the software, your system has to meet the following requirements:
- Operating system: Microsoft®Windows®XP Professional SP3, Microsoft Windows 2003 Server SP2 or Microsoft Windows 2008 Server SP1
- Microsoft Internet Information Services (IIS) 5.0, 5.1, 6.0 or 7.0 only on Windows 2008 Server, installed with "World Wide Web Services" and "FTP services"
- Microsoft Internet Explorer 6.0 or above
The following prerequisites are offered during installation:
- Microsoft .NET Framework version 2.0
- Web Services Enhancements 2.0 SP3 Runtime for Microsoft .NET
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Installing Prerequisites

Availability of system prerequisites: Microsoft Internet Information Services (IIS) 5.0, 5.1, or 6.0 is available from the Windows installation CD Microsoft Internet Explorer 6.0 or above; Microsoft .NET Framework version 2.0 is available from the Server CD or from Windows Update Web Services Enhancements 2.0 is available from the product installation CD under the folder [PREREQ\Microsoft WSE 2.0 SP3 Runtime.msi]
Install prerequisites as instructed in the documentation of the individual components.
Notes:
- Windows XP Home Edition is not supported, because Internet Information Services is not a part of this operating system.
5

Pre-Installation Device Configuration

We recommend that you use a static IP address for the device. Descriptions in this guide are based on such a scenario.
To achieve proper functionality of the application, HTTPS, EIP and Simple Network Management Protocol (SNMP) must be enabled on the device. The examples below use WorkCentre 7665 specific terms and illustrations. The device you are using may be different from this. For screenshots made with other devices see the Appendix at the end of this guide.
To check HTTPS, EIP and SNMP enablement, open your MFP device’s Web Administration Application (enter your device IP address into a browser) then click the “Properties” tab.

HTTPS Support

Check if HTTPS is enabled. To do this, navigate to the proper page of the device’s Web Administration Application. (The below screenshot shows 76xx devices. For other devices, see the Appendix at the end of this guide.) If HTTPS is not enabled, create a new certificate or upload an existing one.

EIP Support

By default, EIP is usually turned off. To turn it on, navigate to the proper page of the device’s Web Administration Application. (The below screenshot shows 76xx devices. For other devices, see the Appendix at the end of this guide.)
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Simple Network Management Protocol (SNMP) Support

By default, SNMP is usually turned on. To check this, navigate to the proper page of the device’s Web Administration Application. (The below screenshot shows 76xx devices. For other devices, see the Appendix at the end of this guide.) For the PaperPort PSP service SNMP v1/v2c protocols are sufficient.
7

Scan Template Management Support

Usually, Scan Template Management is enabled by default. On 52xx, 72xx, 76xx and 73xx devices, you also have the option to disable it. When you use such devices, go to the proper page of the device’s Web Administration Application to check that it is enabled. (The below screenshot shows 76xx devices. For other devices, see the Appendix at the end of this guide.)
You need to enable Scan Template Management for the PaperPort PSP service to work properly.

Setting up the Network Environment

To utilize the full functionality of the product, you have to identify a file server in your network that is accessible via SMB or FTP. (This file server can also be used as a PaperPort PSP server.)
We recommend that you install the product to a server with a static IP address. The following description is based on such a scenario.
FTP access is not necessary in all cases: whether you need it or not depends on your Administration Tool settings.
The configuration steps presented here describe only Windows and IIS based SMB and FTP process. If you are using the product on a different system, consult your product distributor.
8

IP Addresses and Host Names

PaperPort PSP supports IP addresses as well as host names. In general, you are free to use either for identifying the device, server, etc. However, there are cases when host names cannot be properly resolved (e.g. clients, the server, the device(s) are in different workgroups, etc). In such scenarios, only use IP addresses when
- installing the server
- accessing the Administration Tool
- setting the repository parameters in the Administration Tool, or
- specifying the PSP Server in Image Retriever.

Configuring IIS on Windows 2008 Server

The following steps describe the necessary steps to install and configure IIS on Windows 2008 Server.
1. Click Start > Server Manager
2. Under the Server Manager root node click Roles
3. Under Roles Summary click Add Role
4. In the Add Roles Wizard choose the Select Server Roles page
5. Click Web Server (IIS) and accept all required features
6. Click Next twice
7. On the Select Role Services page click ASP.NET under Application Development and accept all required role services
8. On the same page select Windows Authentication under Security
9. On the same page select IIS 6 Metabase Compatibility under IIS 6 Management Compatibility
10. Click Next
11. Click Install
12. When the installation completes click Close to close the wizard

Checking your IIS settings

1. Open the IIS Administrator console: Click the Windows Start menu then choose Control Panel > Administrative Tools > Internet Information Services
2. In the IIS administrator console select <<computer name>>(local computer)/Web Sites/Default Web Site.
3. Click the Action menu item and select Properties. The “Default Web Site Properties” dialog window appears.
4. Make sure that in the “Web Site” tab the “IP Address” is set to that of the product installation target server. (i.e. It is the same as the one in the Server Information dialog (“Host address” field) of the product installer.)
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Creating temporary storage for scanned media files

Scanned media files are stored in a temporary storage until ImageRetriever starts processing them. This temporary storage can be either an SMB share or an FTP folder. The device and the ImageRetriever clients will use a dedicated user account to access the temporary storage.
Note: The folder, share and account names in next sections are illustrations only. You are free to make your own destination and account choices when setting up your system.
The account “PSPUser” is used in these examples as an illustration. You can use any account that you want to grant access to the file share.

Providing SMB access to Temporary Storage

Make sure you first disable the folder option “Simple file sharing (recommended)” in “Folder settings” on Windows XP. (To learn more about advanced folder settings refer to your operating system manual.) Without enabling advanced file sharing you will not see some dialog boxes referenced in the following section.
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Note: the server file system must be NTFS.
To provide SMB access to Temporary Storage:
1. Open Windows Explorer and browse to the folder you want to use as the temporary storage. We will use the c:\temp\PaperPortPSPTemporaryStorage folder in our example.
2. Click: File > “Sharing and Security...”
3. Turn on the “Share this folder” option on the Sharing pane
4. Enter the following parameters:
5. Share name: PaperPortPSPTemporaryStorage Comment: Temporary media storage for Nuance PaperPort PSP Solution
6. Click the “Permissions...” button.
7. Click the "Add…" button.
8. Turn on Full Control for the PSPUser account. In our example PSPUser is a dedicated account that will be used by the device and the ImageRetriever clients to access the PaperPortPSPTemporaryStorage.
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9. Click OK to close this dialog.
10. Select the “Security” pane.
11. Click the “Add...” button.
12. Enter PSPUser and click OK to close add wizard.
13. Select the PSPUser item in “Group or user names” list box.
14. Turn on Full Control for the PSPUser account.
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15. Click OK. You have finished setting up SMB access to the folder PaperPortPSPTemporaryStorage.

Checking SMB access

1. Open Windows Explorer and navigate to \\<<your computer name>>\PaperPortPSPTemporaryStorage.
2. Create a new folder (call it “Test”).
3. Copy a file into this directory.
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4. Make sure you do not get any error messages.
5. Delete the “Test” folder.
6. Choose another computer in your network and navigate to \\<<your computer name>>\PaperPortPSPTemporaryStorage
7. Provide the PSPUser account details – user name and password – if prompted.
8. Create a new folder (call it “Test”).
9. Copy a file into this directory.
10. Make sure you do not get any error messages.
11. Delete the “Test” folder.
Your SMB configuration is now complete. To set up FTP access as well, proceed as follows:

Creating an FTP folder

The following steps describe how to provide FTP access on the Windows XP Operating System. For other operating systems or FTP servers, consult their product documentation.
1. Open the IIS Administrator console: Click the Windows Start menu then choose Control Panel > Administrative Tools > Internet Information Services
2. In the Administrator console, select <COMPUTER> and choose FTP Sites.
3. Select: "Default FTP site". (At this point you may choose to create a new FTP site for Nuance product services or to use an already existing one.)
4. Click Action > New > Virtual Directory...
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5. The Virtual Directory Wizard appears. Set up your virtual directory with the following parameters:
- alias: PaperPortPSPTemporaryStorage
- directory: C:\temp\PaperPortPSPTemporaryStorage
- permissions for this directory: read and write checked.
6. Click Finish to complete the wizard.
15

Checking FTP access

1. Open Explorer and type: ftp://<<your site IP>>:<<your site port>>/PaperPortPSPTemporaryStorage/ Your file server is accessed via FTP in your browser.
2. Create a new folder (name it “Test”).
3. Copy a file into this directory.
4. Make sure you do not get any error messages.
5. Delete the “Test” folder.
6. Close your browser.
7. Choose another computer in your network and browse to ftp://<<your site IP>>:<<your site port>>\PaperPortPSPTemporaryStorage
8. Create a new folder (name it “Test”).
9. Copy a file into this directory.
10. Make sure you do not get any error messages.
11. Delete the “Test” folder.
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Installation alternatives

There are two alternatives to install the product: interactive and customized. Interactive presents you with a wizard-like interface, whereas customized is recommended for advanced users. You can use either one to install the product.
To install the product use:
either Interactive installation… or Customized Installation.
The installer of the server components is located in the root of the Server CD. After successful installation, two shortcuts will be added to Start Menu > “(All) Programs” > “Nuance” > “PaperPort PSP”:
- “Administration Tool”
- “PaperPort PSP Server” linking to a device simulation page.
17
Interactive Installation
Tips before starting:
- It is recommended to take notes about each installation step to make it easier to restore your system or to roll back installation in case of a failure.
- Interactive product installation will create a virtual directory called "PaperPortPSP" overwriting any existing ones with the same name.
On most PCs, simply insert the installation CD-ROM into the CD-ROM drive to launch the Server installer. However, if the installer does not automatically start on your PC
1. Use Windows Explorer to browse the CD-ROM.
2. Double-click on the autorun.exe program
Before starting the installation, you can specify which components you want to install. Click the check boxes ON for each item to be installed. Microsoft .NET Framework version 2.0 and Web Services Enhancements 2.0 SP3 Runtime for Microsoft .NET are required for proper functioning. Turn off the installation of these components only if they are already installed on your machine (e.g. through Windows update)
A separate installer program for each component launches. Follow the installation instructions for each component.
18

PaperPort PSP Server

During the installation make sure that the “Host address” is the same as the “IP Address” on the “Web Site” tab in the IIS Management Console.

Service setup with the Administration application

Your Application Server and FTP folder/SMB shared folder are now ready to be registered to Xerox EIP-capable Multi Functional devices. First collect some information about your network and your device to proceed:
Device properties:
Type: ............................... (e.g.: Xerox Workcentre Pro 232)
IP address: ......................... (e.g.: 10.140.24.30)
Administrator’s User Name Administrator’s Password
Application server properties:
IP address (or name): ............... (e.g.: 10.140.1.1, or rocket)
Administration Tool URL: ......... (e.g.: http://10.140.1.1/PaperPortPSP/admin)
EIP user interface URL: ............. (e.g.: http://10.140.1.1/PaperPortPSP/UI)
File server properties:
IP address (or name): ............... (e.g.: 10.140.1.1, or rocket)
SMB share path: ..................... (e.g.: \\rocket\PaperPortPSPTemporaryStorage)
FTP access path: .................... (e.g.: ftp://rocket/PaperPortPSPTemporaryStorage)
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