Xerox Web Document Submission Software WDSS Installation Manual

Documents Xpress — Xerox Web Document

Submission Software Version 2.0

Installation and Configuration Guide

uration Guide

Documents Xpress —

Xerox Web Document Submission Software Version 2.0

Installation and Confi

Part Number 701P37978

Version 1.01

February 2002

Xerox Corporation Global Knowledge and Language Services 800 Phillips Road Building 845, 845-17S Webster, New York 14580 USA

Copyright protection claimed includes all forms and matters of copyrightable material and information now allowed by statutory or judicial law or hereinafter granted, including without limitations, material generated from the software programs which are displayed on the screen such as styles, templates, icons, screen displays looks, and so on.

XEROX®, The Document Company®, the digital X®, Xerox Canada Ltd.®, Xerox Europe®, and all identifying numbers used in connection with the Xerox products mentioned in this publication are trademarks of XEROX CORPORATION.

All non-Xerox brands and product names are trademarks or registered trademarks of their respective companies.

While every care has been taken in the preparation of this material, no liability will be accepted by Xerox Corporation arising out of any inaccuracies or omissions.

Changes are periodically made to this document. Changes, technical inaccuracies, and typographical errors will be corrected in subsequent editions.

This product includes software developed by the Apache Software Foundation (http://www.apache.org/).

1. Introduction...................................................................................1-1

Documents Xpress — Xerox Web Document Submission Software ...... 1-1

Intended Audience.................................................................................. 1-1

Assumptions ........................................................................................... 1-2

Conventions............................................................................................ 1-2

Related Documentation .......................................................................... 1-3

2. Product Overview .........................................................................2-1

Responsibilities....................................................................................... 2-1

System Administrator ........................................................................... 2-1

Print Shop Administrator....................................................................... 2-2

Print Shop Operator ............................................................................. 2-2

User ..................................................................................................... 2-3

3. Installation Requirements............................................................3-1

Hardware Requirements......................................................................... 3-1

Server Requirements ........................................................................... 3-1

Client Requirements............................................................................. 3-1

Software Requirements .......................................................................... 3-2

Server Requirements ........................................................................... 3-2

Client Requirements............................................................................. 3-2

Information Requirements....................................................................... 3-2

NSTALLATION AND CONFIGURATION GUIDE III

ABLE OF CONTENTS

OCUMENTS XPRESS

EROX WEB DOCUMENT SUBMISSION SOFTWARE VERSION

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4. Installing the Software .................................................................4-1

Third-party Software and Printer Driver Installation ................................ 4-2

Installing Adobe Acrobat Reader .......................................................... 4-2

Adding the Printer Driver ...................................................................... 4-3

Windows NT 4.0 Server.................................................................. 4-3

Windows 2000 Server..................................................................... 4-4

Installing Microsoft Office XP................................................................ 4-5

Post Installation Tasks.......................................................................... 4-6

Documents Xpress License Generation ................................................. 4-6

Installing Documents Xpress .................................................................. 4-9

Documents Xpress Software Installation .............................................4-10

Exit the Installation Program................................................................4-13

Configuring the Documents Xpress Core Installation...........................4-14

Configure Apache Administrator E-mail Address.................................4-15

5. Starting Up and Shutting Down...................................................5-1

Starting Documents Xpress .................................................................... 5-2

Starting Documents Xpress For the First Time..................................... 5-2

Testing Documents Xpress..................................................................... 5-4

Testing Documents Xpress .................................................................. 5-4

Shutting Down Documents Xpress ......................................................... 5-6

Shutting Down Documents Xpress ....................................................... 5-6

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6. Troubleshooting ...........................................................................6-1

Installation Problems ..............................................................................6-1

Debugging Apache and Tomcat ............................................................. 6-1

Debugging Documents Xpress Services................................................. 6-2

7. Contacts and Escalation Process ...............................................7-1

Documents Xpress Support Process ...................................................... 7-1

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EROX WEB JOB PRINTING SOFTWARE VERSION

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ABLE OF CONTENTS

Support Contacts....................................................................................7-2

A. Install Verification Procedure ..................................................... A-1

Functional Areas Being Verified..............................................................A-1

Administrative Functions ......................................................................A-1

Client Functions.................................................................................... A-2

Operator Functions............................................................................... A-3

Install Verification Procedures ................................................................A-4

1. Administrator Verification Procedures............................................... A-4

1.1 Logging on as Administrator .....................................................A-4

1.2 Adding a Printer........................................................................ A-5

1.3 Editing the User Interface Using Admin Tools........................... A-5

2. Client Verification Procedures .......................................................... A-7

2.1 Registering a Client Account – Self Registration....................... A-7

2.2 Logging on as a User................................................................ A-8

2.3 Editing a User Profile................................................................ A-9

2.4 Submitting a Print Job Request – MS Word Document............. A-9

2.5 Submitting a Print Job Request – MS Excel Document........... A-10

2.6 Submitting a Print Job Request – Hard Copy Document......... A-11

2.7 Editing the Personal Address Book......................................... A-12

2.8 Editing the Document Repository............................................A-12

3. Operator Verification Procedures.................................................... A-13

3.1 Logging on as Operator ..........................................................A-13

3.2 Editing a Client Job Request – MS Word Document............... A-14

3.3 Fulfilling a Client Job Request – MS Word Document............. A-14

3.4 Fulfilling a Client Job Request – MS Excel Document............. A-15

3.5 Fulfilling a Client Job Request – Hard copy Document ........... A-16

3.6 Sending a Job to Each Installed Printer .................................. A-17

Install Verification Record .....................................................................A-18

Results............................................................................................... A-18

Administrative Functions............................................................... A-19

Client Functions............................................................................ A-19

Operator Functions....................................................................... A-20

Index ...................................................................................... Index-1

NSTALLATION AND CONFIGURATION GUIDE V

ABLE OF CONTENTS

OCUMENTS XPRESS

EROX WEB DOCUMENT SUBMISSION SOFTWARE VERSION

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NSTALLATION AND CONFIGURATION GUIDE

1. Introduction

This chapter describes Documents Xpress — Xerox Web Document Submission Software Version 2.0 and how to use this manual.

Documents Xpress — Xerox Web Document Submission Software

Documents Xpress allows end users to submit print jobs electronically using industry standard browsers. Once submitted, production personnel efficiently update job status as documents move through the production cycle, providing users with information about their jobs. Web-based printing generates cost savings and improvements in quality, productivity, and turnaround time.

The system uses several services that can be loaded on one or more servers, depending on the print shop configuration.

Intended Audience

This manual is intended for use by Xerox personnel who are responsible for the installation of this system.

NSTALLATION AND CONFIGURATION GUIDE

1-1

NTRODUCTION

Assumptions

Conventions

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The person installing Documents Xpress software should have experience in the following areas:

• Windows NT server and / or Windows 2000 server administration

• Applicable workstation operating systems experience

• Hypertext Markup Language (HTML)

• Extensible Markup Language (XML)

• JavaServer Pages (JSP)

• Structured Query Language (SQL)

This guide uses the following conventions:

• Menu items and buttons appear in bold text.

• Screen, text box, and drop-down list titles, are spelled and punctuated

exactly as they appear on the screen.

• Document titles appear in italics.

• Content representative of text that is displayed on a computer monitor

is displayed in Courier New font and enclosed in a shaded table as

shown in Table 1-1.

Table 1-1. Example of text displayed on a computer monitor

INSERT INTO Field {field_name,custom_name}

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NSTALLATION AND CONFIGURATION GUIDE

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EROX WEB JOB PRINTING SOFTWARE VERSION

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Responsibilities

System Administrator

2. Product Overview

Documents Xpress is a web-based application used to submit and track jobs.

System users access the software via three web interfaces:

• A User interface for submitting print jobs

• An Operator interface for printing jobs

• A Printer Administrator interface for setting up printers and templates,

customizing the user interface, and establishing pricing

The System Administrator manages user, operator, and print shop administrative permissions for a print shop installation. Specific tasks include:

• Managing Documents Xpress software

• Customizing the Documents Xpress user interface

• Managing user / operator permissions for a single print shop

The System Administrator will have a detailed understanding how the Documents Xpress software works.

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RODUCT OVERVIEW

OCUMENTS XPRESS

Print Shop Administrator

The Printer Administrator is a user who manages a print shop. Specific tasks include:

• Establishing specific print shop policies

• Configuring printers

• Generating reports using Documents Xpress tools

• Load pricing data into Documents Xpress

• Creating templates

The Print Shop Administrator must understand how to configure a printer and how printer communications work.

Print Shop Operator

The Print Shop Operator is a user who manages the printing workflow in a print shop. Specific tasks include:

• Printing jobs sent by end users

• Modifying the job status as jobs move through the workflow

• Distributing printed materials

EROX WEB DOCUMENT SUBMISSION SOFTWARE VERSION

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The Print Shop Operator must have detailed knowledge of scheduling and prioritizing print jobs as well as a solid understanding of the capabilities and capacities of the print shop.

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NSTALLATION AND CONFIGURATION GUIDE

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User

The User submits documents and jobs to Documents Xpress over the Internet using a web browser, the Xpress Print Driver (XPD), or in some installations through DocuShare. Specific tasks include:

• Using Documents Xpress as the interface to the print shop and local

printers

• Uploading documents into Documents Xpress

• Requesting printing and resubmission services using Documents

Xpress

The User must be knowledgeable about basic web browser use, general Internet use (downloading, uploading, and navigation), and printer driver installation.

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RODUCT OVERVIEW

NSTALLATION AND CONFIGURATION GUIDE

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3. Installation Requirements

Documents Xpress requires a specific combination of hardware, software, and information to ensure a successful installation. These requirements are documented in the Documents Xpress — Xerox Web Document Submission Software Installation Planning Guide.

These installation instructions assume that the Documents Xpress server has had the proper operating system installed and has a working connection to the Internet.

Hardware Requirements

Server Requirements

• One Windows NT 4.0 or Windows 2000 server

• 9-GB hard disk

• 512-MB random access memory (RAM)

• One 10/100 MBPS network interface card (NIC)

• One available drop on a 100-MBPS network

• Simple Mail Transfer Protocol (SMTP) server supporting Anonymous

SMTP connections for outgoing mail

• An uninterruptible power supply (UPS) for the server

Client Requirements

• Workstation capable of using a supported operating system and a

supported browser

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NSTALLATION REQUIREMENTS

Software Requirements

Server Requirements

• Microsoft Windows NT Server 4.0 or Microsoft Windows 2000 Server

• Microsoft TCP / IP Printing service (LPR service) installed (Windows

NT Server 4.0 only)

• Microsoft Office XP

• Adobe Acrobat Reader

• Documents Xpress software

• Internet Explorer 5.5 (or later) or Netscape Navigator 4.75 (or later)

• WinZip

Client Requirements

• Any one of the following operating systems:

• Windows NT Workstation 4.0

• Windows 2000 Professional

• Windows 95 / 98 / ME

• Adobe Acrobat Reader

• Internet Explorer 5.5 (or later) or Netscape Navigator 4.75 (or later)

• WinZip

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Information Requirements

See the Documents Xpress — Xerox Web Document Submission Software Version 2.0 – Installation Planning Guide for a complete list of

the information requirements.

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NSTALLATION AND CONFIGURATION GUIDE

4. Installing the Software

Obtain the Documents Xpress — Xerox Web Document Submission Software Version 2.0 – Installation Planning Guide before installing the

software. The following figure, Figure 4-1 gives an overall look at the workflow for the complete installation process.

Figure 4-1. Documents Xpress installation process

Installation

process

Gather customer

installation information

Schedule installation

Install, configure and test

software

Customize and test

software as required

Software training as

required

NSTALLATION AND CONFIGURATION GUIDE

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NSTALLING THE SOFTWARE

OCUMENTS XPRESS

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When performing an installation, the following, including third-party software and printer driver, must be present and properly configured on the server before installing Documents Xpress software:

• Adobe Acrobat Reader

• XDX PDFwriter print driver

• Microsoft Office XP

It is recommended that the server be assigned a name and physically labeled with the applicable name and machine IP address. An example is shown in Figure 4-2.

Figure 4-2. Example server label

Example label

Documents Xpress

Server

IP: xxx.xxx.xxx.xxx

Third-party Software and Printer Driver Installation

2.0

Installing Adobe Acrobat Reader

The system uses Adobe Acrobat Reader to convert documents to PDF format. If Adobe Acrobat Reader is not already installed on the Documents Xpress server, it must be downloaded from Adobe and then installed.

Perform the following to install Adobe Acrobat Reader:

1. Go to http://www.adobe.com and download a copy of Acrobat Reader.

Choose either the base version, or the version that can search PDF

files. Either free version will work with Documents Xpress.

2. Follow the instructions from Adobe to install Adobe Acrobat Reader.

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Note: Restarting the server is not necessary at this time. The server will

be restarted as part of the final installation procedure.

Adding the Print Driver

The Xpress Print Driver (XPD) is used to convert documents to PostScript before they are sent to the printer.

Perform the following to add the XPD:

Windows NT 4.0 Server

1. Create a folder named XPD on the C: drive of the server.

2. Unzip xpd-1.1.3.zip into the newly created XPD folder. This file is in a

Java archive (jar) file on the installation CD at

<CD ROM drive>/ installer.jar. Use WinZip to open installer.jar.

When the file listing appears in WinZip, locate and double-click

webAppServer_dist.zip. Inside this zip file is xpd-1.1.3.zip. Unzip

this file without closing any previous WinZip windows.

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NSTALLING THE SOFTWARE

3. Click Start > Settings > Printers.

4. Double-click Add Printer.

5. Ensure My Computer is selected and click Next.

6. For the port, select File. Click Next.

7. The list of manufacturers of printers appears. Click Have Disk.

8. The Install from Disk dialog box appears. Browse to C:/XPD.

9. When in the XPD folder click webxpd.inf. Click Open.

10. The Install From Disk dialog box appears. Click OK.

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NSTALLING THE SOFTWARE

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11. Select Documents Xpress PS Color Plugin. Click Next.

Note: Only the color driver needs to be selected for the server since it

will handle both color and black and white jobs.

12. Type XDX PDFwriter in the Printer name text box. Click Next.

Note: This is case and space sensitive. There is a space between the

letter X and the letter P.

13. Click Not shared. Click Next.

14. Click No to bypass printing a test page. Click Finish.

Windows 2000 Server

1. Create a folder named XPD on the C: drive of the server.

2. Unzip Xpdy2k.zip into the newly created XPD folder. This file is in a

Java archive (jar) file on the installation CD at

<CD ROM drive>/ installer.jar. Use WinZip to open installer.jar.

When the file listing appears in WinZip, locate and double-click

webAppServer_dist.zip. Inside this zip file is Xpdy2k.zip. Unzip this

file without closing any previous WinZip windows.

2.0

3. Click Start > Settings > Printers.

4. Double-click Add Printer.

5. The Add Printer Wizard appears. Click Next.

6. The Local or Network Printer window appears. Click Local Printer.

Clear Automatically detect and install my Plug and Play Printer.

Click Next.

7. For the port select File. Click Next.

8. The list of manufacturers of printers appears. Click Have Disk.

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NSTALLATION AND CONFIGURATION GUIDE

+ 46 hidden pages

Xerox Web Document Submission Software WDSS Installation Manual

Table of Contents

Documents Xpress — Xerox Web Document Submission Software

Intended Audience

Assumptions

Conventions

Related Documentation

Responsibilities

System Administrator

Print Shop Administrator

Print Shop Operator

User

Hardware Requirements

Server Requirements

Client Requirements

Software Requirements

Server Requirements

Client Requirements

Information Requirements

4. Installing the Software

Third-party Software and Printer Driver Installation

Installing Adobe Acrobat Reader

Adding the Print Driver

Windows NT 4.0 Server

Windows 2000 Server