PaperVision Capture. Installation and Getting Started Guide. PaperVision Capture Release 71

Transcription

1 PaperVision Capture Installation and Getting Started Guide PaperVision Capture Release 71 June 2010

2 Information in this document is subject to change without notice and does not represent a commitment on the part of Digitech Systems, Inc. The software described in this document is furnished under a license agreement or nondisclosure agreement. The software may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or nondisclosure agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Digitech Systems, Inc. Copyright 2010 Digitech Systems, Inc. All rights reserved. Printed in the United States of America. PaperVision Capture and the Digitech Systems, Inc. logo are trademarks of Digitech Systems, Inc. PaperVision and PaperVision.net are registered trademarks of Digitech Systems, Inc. Microsoft, Windows, Windows XP, and Vista are registered trademarks of Microsoft Corporation. All other trademarks and registered trademarks are the property of their respective owners. PaperVision Capture contains portions of OCR code owned and copyrighted by Nuance Communications, Inc. All rights reserved. PaperVision Capture contains portions of imaging code owned and copyrighted by EMC Corporation. All rights reserved. Digitech Systems, Inc E. Crescent Parkway, Suite 500 Greenwood Village, CO Phone: Fax:

3 Table of Contents Section 1 - Introduction...4 Intended Audience...4 Product Support...4 Additional Help Resources...4 Section 2 System Requirements...6 Supported Scanners...6 Section 3 PaperVision Capture Terminology...7 Section 4 PaperVision Capture Installation...9 Installing Papervision Capture...10 Setting Up and Configuring PaperVision Capture...15 PaperVision Capture Setup Tool...29 Uninstalling PaperVision Capture...30 Section 5 Getting Started in PaperVision Capture...31 Launching the Administration Console...31 Automation Service Scheduling Settings...32 Licensing...35 PaperVision Capture System Users...37 Job and Job Step Configuration...39 Introduction to the Operator Console...40 Appendix A Installation Configurations...41 PaperVision Capture Installation and Getting Started Guide iii

4 Section 1 - Introduction Intended Audience This installation guide is intended to be used by experienced IT professionals who are familiar with software installations and configurations. Additionally, users of this installation guide should be familiar with the Microsoft Windows operating system and basic database administration. Product Support Digitech Systems, Inc. takes great pride in providing software that is extremely simple to use, feature-rich, and flexible both in architecture and in integration capabilities. If, for some reason, you experience any difficulty, please do not hesitate to contact us to experience our legendary customer service toll free at (877) or direct at (402) Additionally, you may contact us at [email protected]. Our technical support staff is available to serve you between the hours of 8:00 AM and 6:00 PM Central Time. Digitech Systems product features and enhancements are driven by you, our customer. If you have an idea for a future product feature or enhancement, please send an to [email protected]. Additional Help Resources In addition to our legendary technical support staff, we also offer web-based resources to help answer your questions and resolve your issues. Help on the Web MyDSI is an interactive tool for all Digitech Systems customers. Log in to MyDSI at to download product updates, license purchased software, view support contract renewals, and check the status of your software support cases and requests. PaperVision Capture Installation and Getting Started Guide 4

5 Section 1 Introduction User Forums Log in to the User Forums at to exchange answers and ideas with other users in our moderated community. Knowledge Base Log in to search our extensive Knowledge Base at for articles on all Digitech Systems products. Documentation For documentation on the features and functions of the PaperVision Capture Administration Console, refer to the Online Help file, found by opening the application s Help menu > Help Topics. PaperVision Capture Installation and Getting Started Guide 5

6 Section 2 - System Requirements The following tables outline the minimum software and recommended hardware requirements for the PaperVision Capture application. Minimum Software Requirements Operating Systems Windows XP SP2 or later(both 32- and 64-bit operating systems supported).net Framework Windows Installer Microsoft SQL Server Version 3.5 SP1 or later (included on installation media) Version 3.1 or later (included on installation media) SQL Server 2000 or later Note: SQL Server 2005 Express Edition is included on installation media. Recommended Hardware Requirements Processor Current processor technology is recommended (typically, not older than four years) RAM Hard Disk Space Minimum Screen Resolution 2 GB 500 MB 1024 x 768 Supported Scanners PaperVision Capture supports more than 300 ISIS-compatible scanners. The PaperVision Capture installation media contains most of the currently available ISIS scanner drivers. However, as this list is ever-growing, some newer drivers may not be available at the time of distribution. If you need additional drivers, please contact Digitech Systems Technical Support at [email protected] or by phone at (877) If the driver is available, our support personnel will assist you in obtaining the driver. PaperVision Capture also offers the ability to use TWAIN scanners. The use of TWAIN scanners is generally intended for extremely low-volume scanners as ISIS drivers are available for most scanners on the market. PaperVision Capture Installation and Getting Started Guide 6

7 Section 3 - PaperVision Capture Terminology Batch A batch is a collection of documents and their associated index name-value pairs and statistics that are moved as a logical unit of work through a job. Document A document is the equivalent of a file folder within a filing cabinet. A document holds all of the pages for a given set of index values. Image An image is a visual representation of a picture or graphic, such as an electronic file with the extension.bmp,.jpg, or.tif. Index An index is a value that users apply to a document for reference and retrieval. Job A job is a defined process comprised of one or more job steps through which batches are processed. At a minimum, each job must contain a start step. Each job is unique by name within an entity. Job Step A job step is an automated or manual operation that is performed on a batch. Manual job steps are performed by assigned users through the PaperVision Capture Operator Console; automated job steps are completed by the PaperVision Capture Automation Service, and require no user intervention. Master Batch Repository The Master Batch Repository is the centralized storage area where PaperVision Capture stores all captured images. When installing PaperVision Capture in an environment containing multiple PaperVision Capture Gateways or PaperVision Capture Automation Servers, this location should be a network accessible location (e.g., \\SERVER\SHARE) PaperVision Capture Installation and Getting Started Guide 7

8 Section 3 PaperVision Capture Terminology Page One or more images (files with extensions bmp,.jpg, or tif,) comprise a single page within a document. For example, a page can include the originally captured image and a manipulated version of the image after noise removal. PaperVision Capture Administration Console The PaperVision Capture Administration Console provides administration and job configuration capabilities. PaperVision Capture Automation Service The PaperVision Capture Automation Service is a Microsoft Windows service that performs automated tasks and batch processing at specified time intervals. Examples of work performed by the PaperVision Capture Automation Service include the consumption of statistics when an operator completes a batch and the processing of automated job steps. Multiple Automatic Services can be installed on distinct machines or multiple PaperVision Capture Automation Service processes may be configured to run on the same machine. PaperVision Capture Data Transfer Agent Service The PaperVision Capture Data Transfer Agent Service is a Microsoft Windows service that moves batches in local temporary batch repositories to/from the Master Batch Repository. PaperVision Capture Gateway Server The PaperVision Capture Gateway Server is an application server that enables communication between PaperVision Capture modules and provides access to databases and the Master Batch Repository in distributed deployment scenarios. PaperVision Capture Operator Console The PaperVision Capture Operator Console provides scanning, indexing, and batch processing capabilities. PaperVision Capture Installation and Getting Started Guide 8

9 Section 4 - PaperVision Capture Installation This section describes the steps involved in the installation of PaperVision Capture on your computer. Refer to Appendix A for more information regarding possible deployment scenarios for PaperVision Capture. WARNING Read Before Installing PaperVision Capture! 1. When installing PaperVision Capture in a distributed, multiple-server environment, be sure to accurately maintain the system time (clock) for all machines; otherwise, PaperVision Capture will not work as designed. 2. If real-time anti-virus software will scan the same files to which PaperVision Capture will write information, the overall performance of PaperVision Capture may be adversely affected. 3. PaperVision Capture is intended to be installed using administrative privileges. If UAC is enabled during the installation of PaperVision Capture, some operations may not function properly. PaperVision Capture Installation and Setup Wizard The installation and setup of PaperVision Capture requires that you follow the instructions on every screen. You can click the Back or Next buttons to move backward and forward through the screens. You can click the Cancel button to exit and close the Installation or Setup Wizard. PaperVision Capture Installation and Getting Started Guide 9

10 Section 4 PaperVision Capture Installation Installing PaperVision Capture The following instructions describe a full installation of PaperVision Capture. IMPORTANT! Before proceeding with the installation, ensure that you have installed and configured an instance of Microsoft SQL Server or Microsoft SQL Server Express Edition. To install PaperVision Capture: 1. From the PaperVision Capture installation DVD, launch the PaperVision Capture.msi. The Welcome to PaperVision Capture Installation screen appears. Welcome to PaperVision Capture Installation PaperVision Capture Installation and Getting Started Guide 10

11 Section 4 PaperVision Capture Installation 2. Click Next, and the End-User License Agreement screen appears. End-User License Agreement PaperVision Capture Installation and Getting Started Guide 11

12 Section 4 PaperVision Capture Installation 3. If you accept the terms of the End-User License Agreement, click Next. If you decline the terms, the installation will terminate. Note: Click the Print button to print a hard copy of the End-User License Agreement. 4. In the Setup Type screen, select the installation type. Setup Type The PaperVision Capture Server installs the PaperVision Capture Automation Service, PaperVision Capture Gateway Server, and PaperVision Capture Setup Tool. The PaperVision Capture Operator Console installs the PaperVision Capture Operator Console, Data Transfer Agent, and PaperVision Capture Setup Tool. The Full Installation installs all components of the PaperVision Capture Server, PaperVision Capture Operator Console, and the PaperVision Capture Administration Console. The Custom Installation, recommended for advanced users, allows you to select the individual components to install. Highlight a component in the list, and its description and size appear under the Feature Description section on the right. PaperVision Capture Installation and Getting Started Guide 12

13 Section 4 PaperVision Capture Installation Note: You can change the default installation location for the components by clicking the Change button. To leave a component out of the installation, click the icon to the left of the component and select This feature will not be available. The first two options available in the drop-down menus next to the icons contain the same functionality: 1. This feature will be installed on local hard drive. 2. This feature, and all subfeatures, will be installed on local hard drive. Both will install the necessary components for a custom installation on the local hard drive. 5. After selecting the type of installation, click Next, and the Ready to Install the Program screen appears. Ready to Install the Program PaperVision Capture Installation and Getting Started Guide 13

14 Section 4 PaperVision Capture Installation 6. To proceed with the installation, click Install. A progress bar will briefly appear, and then the Welcome PaperVision Capture Setup screen appears. Welcome PaperVision Capture Setup 7. Click Next to proceed with the PaperVision Capture Setup Tool Wizard. PaperVision Capture Installation and Getting Started Guide 14

15 Section 4 PaperVision Capture Installation Setting Up and Configuring PaperVision Capture The following instructions describe how to run the PaperVision Capture Setup Tool Wizard. To set up and configure PaperVision Capture: 1. After the PaperVision Capture Setup Wizard is launched, the Gateway Connection Type screen appears. Gateway Connection Type PaperVision Capture Installation and Getting Started Guide 15

16 Section 4 PaperVision Capture Installation 2. Select a Remote Gateway or Database connection type. In a multi-user distributed environment, select the Remote Gateway connection to communicate with an existing PaperVision Capture Gateway Server. a. Enter the Gateway IP Address/Name to be used for outgoing communications to the Capture Gateway Server. b. Enter the Gateway Port number to be used for outgoing communications to the Capture Gateway Server. c. Click Next, and the Data Transfer Agent General Settings screen appears (step 13 on page 21). 3. In non-distributed environments or when configuring a PaperVision Capture Gateway Server, configure a direct database connection by selecting Database. Note: Global administration must be performed using a direct database connection. In addition, configuring PaperVision Enterprise (PVE) and PaperVision Capture to share the same database allows both applications to share entities, users, and groups. a. Enter the Server IP Address/Name where the database resides. b. Enter the Database Name. c. Enter the User Name. d. Enter the Password. Note: If you leave the User Name and Password fields blank, the database connection will use Windows Authentication credentials. Entering a user name and password for the database will supercede the Windows Authentication credentials. e. Select the Connection Type, which defaults to TCP/IP. Available connection types include Named Pipes, IPX/SPX, Multiprotocol, and Banyan Vines. f. If you chose the TCP/IP connection, enter the TCP/IP Port number. g. Click Next, and either the Configure Batch Path dialog box appears (proceed to the next step), or the Gateway Server Installation screen appears (proceed to step 7 on page 18). PaperVision Capture Installation and Getting Started Guide 16

17 Section 4 PaperVision Capture Installation 4. The Configure Batch Path dialog box will appear if performing a direct database connection to a new database. 5. Configure Batch PathEnter the location of the Master Batch Repository, or click the ellipsis button to browse to the location. If the installation involves multiple computers, enter a network-accessible path such as \\SERVER\SHARE. PaperVision Capture Installation and Getting Started Guide 17

18 Section 4 PaperVision Capture Installation 6. Click OK, and the Gateway Server Installation screen appears. Gateway Server Installation 7. By default, a gateway server will not be installed. If you do not want to install the Capture Gateway Server, click Next to proceed to the Data Transfer Agent General Settings screen (step 13 on page 21). PaperVision Capture Installation and Getting Started Guide 18

19 Section 4 PaperVision Capture Installation 8. To install the PaperVision Capture Gateway Server, click the option, Yes, install a Gateway Server, and the Gateway Server Configuration screen appears. Gateway Server Configuration a. Select the Gateway IP address for incoming communications from the dropdown menu. b. Enter a Gateway Port number that is currently not being used by this machine. Note: Internet Information Service (IIS) may already be using Port 80. Additionally, if the port you enter is already in use, an error will appear. PaperVision Capture Installation and Getting Started Guide 19

20 Section 4 PaperVision Capture Installation 9. Click Next, and the Gateway Service Settings screen appears. Gateway Service Settings 10. Select the Local System Account (requires no additional settings to configure, so proceed to step 13 on page 21), or select This Account and proceed to the next step. 11. If you chose This Account, enter the user name under which the Gateway Windows Service will execute. Enter the password, and then enter it once again for confirmation. Note: The specified account must have the Windows Log On as a Service user right enabled. PaperVision Capture Installation and Getting Started Guide 20

21 Section 4 PaperVision Capture Installation 12. Click Next, and the Data Transfer Agent General Settings screen appears. Data Transfer Agent General Settings 13. The PaperVision Capture Data Transfer Agent Service is a Microsoft Windows service which moves batches in local temporary batch repositories to/from a Master Batch Repository. The Command File Path stores temporary command files for the PaperVision Capture Data Transfer Agent Service. The default location should usually accommodate sufficient storage space to hold the temporary files. PaperVision Capture Installation and Getting Started Guide 21

22 Section 4 PaperVision Capture Installation 14. Choose Next to accept the default location, or click the ellipsis button to browse to and select a different location. The Data Transfer Agent Service Settings screen appears. Data Transfer Agent Service Settings Note: The specified account must have full control access to the location specified in the Command File Path field in the Data Transfer Agent General Settings screen. PaperVision Capture Installation and Getting Started Guide 22

23 Section 4 PaperVision Capture Installation 15. Select the user account under which the PaperVision Capture Data Transfer Agent Service will execute. The Local System Account does not require additional user name or password information. This Account enables you to select the Windows user account that will have security rights to perform all Data Transfer Agent functions such as reading, writing, and deleting files. Select a user name and password; then confirm the password. Note: The specified account must have the Windows Log On as a Service user right enabled. PaperVision Capture Installation and Getting Started Guide 23

24 Section 4 PaperVision Capture Installation 16. Click Next, and the Automation Service Database Settings screen appears. Automation Service Database Settings PaperVision Capture Installation and Getting Started Guide 24

25 Section 4 PaperVision Capture Installation 17. The PaperVision Capture Automation Service is a Microsoft Windows service which performs automated tasks and batch processing at a specified time interval. Verify that the database connection settings are correct, and click Next, and the Automation Service Settings screen appears. Automation Service Settings PaperVision Capture Installation and Getting Started Guide 25

26 Section 4 PaperVision Capture Installation 18. Select the user account under which the PaperVision Capture Automation Service will execute. The Local System Account requires no additional user name or password information. This Account enables you to select the Windows user account that will have security rights to perform all Capture Automation Service functions such as reading, writing, and deleting files. Select a user name and password; then confirm the password. Note: The specified account must have the Windows Log On as a Service user right enabled. 19. Click Next, and the Operator Console Settings screen appears. Operator Console Settings PaperVision Capture Installation and Getting Started Guide 26

27 Section 4 PaperVision Capture Installation Note: All Operator Console users must have full control access to the Local Batch Path location. 20. If using a Remote Gateway, enter the Gateway IP/Name and Gateway Port. 21. Enter the location of the local, temporary batch path, or click the ellipsis button to browse to the location. This path must have enough storage space available to temporarily hold batches. Additionally, the service account specified for the PaperVision Capture Data Transfer Agent Service must have full access to this path. WARNING! The temporary local batch path specified for the PaperVision Capture Operator Console must differ from the Master Batch Repository. Otherwise, PaperVision Capture may not function properly and data may become corrupt. PaperVision Capture Installation and Getting Started Guide 27

28 Section 4 PaperVision Capture Installation 22. Click Next, and the PaperVision Capture Setup Complete screen appears. PaperVision Capture Setup Complete 23. Click Finish to complete the Setup Wizard. 24. Click Finish to complete the installation process. PaperVision Capture Installation and Getting Started Guide 28

29 Section 4 PaperVision Capture Installation PaperVision Capture Setup Tool After installation, if you need to reconfigure any component of PaperVision Capture such as the Gateway, Automation Service, Data Transfer Agent, or Operator Console, you can access the PaperVision Capture Setup Tool. To open the tool, open Start > Programs > Digitech Systems > PaperVision Capture Setup Tool. PaperVision Capture Setup Tool PaperVision Capture Installation and Getting Started Guide 29

30 Section 4 PaperVision Capture Installation The following table describes the settings available for reconfiguration in each screen of the PaperVision Capture Setup Tool. Setup Tool Screen Administration Console Automation Service Data Transfer Agent Gateway Operator Console Settings Available for Reconfiguration Gateway IP/Name Gateway Port Database Settings (includes Server IP/Name, Database Name, User Name, Password, Connection Type, and TCP/IP Port) Service Settings (number of simultaneous processes) Command File Path Connection Type (either Remote Gateway or Database Settings) Remote Gateway (includes Gateway IP/Name, and Gateway Port) Database Settings (includes Server IP/Name, Database Name, User Name, Password, Connection Type, and TCP/IP Port) Server Configuration (includes Gateway IP and Gateway Port) Gateway IP/Name Gateway Port Local Batch Path Uninstalling PaperVision Capture This operation will remove PaperVision Capture from the system. However, user-generated data, including processed files, databases, images, etc. will remain intact. To uninstall PaperVision Capture: 1. Open the Windows Control Panel. 2. Select the Add/Remove Programs applet. 3. Select PaperVision Capture and click Add/Remove. PaperVision Capture Installation and Getting Started Guide 30

31 Section 5 - Getting Started in PaperVision Capture After PaperVision Capture has been successfully installed and before operators can begin working with the software, you must complete several tasks. First, a global administrator must configure Automation Service Scheduling settings in the PaperVision Capture Administration Console. Without scheduling an automation service, no automated processes will run and backend work will not be completed in PaperVision Capture. Additionally, a global administrator must add the applicable licenses that will be used in PaperVision Capture. Next, a system or global administrator must create users who will perform operations in both the Administration and Operator Consoles. The administrator can then create PaperVision Capture jobs and job steps in the Administration Console. PaperVision Capture jobs define the steps for processing batches of documents. Job steps are automated or manual operations such as indexing, scanning, barcoding, or image processing. Information on configuring jobs and job steps can be found in the Administration Console s Online Help file or in the PaperVision Capture Administration Guide. Launching the Administration Console To launch the Administration Console, double-click the PaperVision Admin Console icon on the desktop, or open Start > Programs > Digitech Systems > PaperVision Capture Administration Console. Log in using the default user name (ADMIN) and password (ADMIN) for the system administrator. Selecting the Global checkbox determines whether you are logging in as a global or system administrator. Initially, log in as a global administrator. Note: Global Administration Only a global administrator can configure the Automation Service Scheduling Settings and create PaperVision Capture licenses. PaperVision Capture Installation and Getting Started Guide 31

32 Section 5 Getting Started in PaperVision Capture Automation Service Scheduling Settings After you have logged into the Administration Console as a global administrator, the Automation Service Scheduling settings must be configured. Automation Service Settings automate the execution of certain operations on timed intervals within PaperVision Capture. PaperVision Capture provides automation services that automate the execution of the following operations: Maintenance Queue processes any maintenance items listed in the queue. Maintenance queue items involve one-time operations such as processing completed batches on the server or updating a specific job step s list of predefined index values. Maintenance Log Cleanup automatically deletes maintenance logs older than the entity's specified Max Maintenance Log Age setting. Process Batch executes automated PaperVision Capture job steps. Destroy Batch automatically deletes batches that have been scheduled for destruction. Session Grant Cleanup removes sessions that have remained idle as specified in the entity's Max Session Idle Time setting. Note: Generally, all of the possible operations should be scheduled. The schedule for Maintenance Queue and Process Batch operations can have a direct impact on batch throughput. PaperVision Capture Installation and Getting Started Guide 32

33 Section 5 Getting Started in PaperVision Capture Creating a New Automation Service Schedule To create a new automation service schedule: 1. Expand Global Administration > System Settings. 2. Double-click the Configure Automation Service Scheduling icon, which opens the Automation Service Scheduling settings screen. Automation Service Scheduling 3. Select the Automation Server from the drop-down list. PaperVision Capture Installation and Getting Started Guide 33

34 Section 5 Getting Started in PaperVision Capture 4. Click Add, and the New Automation Service Schedule dialog box opens. New Automation Service Schedule 5. Select Maintenance Queue from the Operation drop-down list. 6. Enter the Start Time of when the operation will commence. 7. Select the Schedule, which is the time interval that the service will run. 8. Enter the Repetition Schedule, which is the time interval that the process will repeat. 9. Click OK. 10. Add any additional Automation Service Scheduling operations by repeating steps Click Save in the Automation Service Scheduling dialog when you are finished configuring all operations for the applicable automation servers. PaperVision Capture Installation and Getting Started Guide 34

35 Section 5 Getting Started in PaperVision Capture Licensing PaperVision Capture provides Concurrent and Named licenses. Concurrent licenses are assigned to a specific entity and are available to any user for that entity. Concurrent licenses provide the greatest flexibility since a license is only consumed when a user is logged into the PaperVision Capture Operator Console. If no licenses have been added in the Administration Console, the user will be prompted that none are available for the session in the Operator Console. Named licenses are assigned per machine or per process, not to individual users. Named licenses may be consumed only by the machine or process to which they are assigned. To ensure that a specific machine is always available to process automated jobs, a named license could be assigned to your automation server. In this case, a named license would be required for each instance of an automation server. When an automation service process is executing custom code that adds new documents to a batch, then the process requires the appropriate licenses based on job configuration. You can configure multiple automation service processes to run on a single physical machine. When named licenses are used, each automation server process consumes a license. For example, if three automation service processes were running on a machine named WINXP, you would need three named licenses as follows: 1. WINXP_0 2. WINXP_1 3. WINXP_2 Conversely, for concurrent licensing, each automation service process still requires a license, but the naming scheme is not relevant. In most scenarios, a license is consumed when a user works on a manual step in the Operator Console. A license is released once a user logs out of the Operator Console. Additionally, a license is released when a user session has timed out or when a user session is killed via the Administration Console. PaperVision Capture Installation and Getting Started Guide 35

36 Section 5 Getting Started in PaperVision Capture Demo Licenses If you want to run PaperVision Capture in demonstration mode, please contact Digitech Systems Technical Support to obtain a Demo license key. The Demo license includes all functionality within PaperVision Capture, including global administration features. The Demo license cannot be combined with the Concurrent or Named license types. If you add the Demo license, a watermark will be applied on select images that are scanned or imported into the PaperVision Capture Operator Console for the entire duration of the batch process. WARNING! Removing the watermark is a violation of the PaperVision Capture End User License Agreement (EULA). Adding Licenses Only a global administrator can create new licenses in the Administration Console. If integrating with PaperVision Enterprise, a global administrator can alternatively add licenses in the PaperVision Administration Console desktop thick client application. To add a license: 1. Expand Global Administration > Licensing. 2. Click the Create New License icon, and the New License dialog box appears. New License 3. In the New License dialog box, enter the license code that was included with your product documentation and media. 4. Click the Web Authorization button to obtain the license key online. PaperVision Capture Installation and Getting Started Guide 36

37 Section 5 Getting Started in PaperVision Capture 5. Or, click the Phone Authorization button and contact Digitech Systems' Technical Support toll-free at (877) or direct at (402) to obtain your license key. Note: You must provide the serial number and identifier before the license key will be provided to you. 6. In the Obtain Authorization Code dialog box, enter the Authorization Code. 7. Click OK. The new license will appear in the Licensing screen. 8. To assign the license to an entity, double-click the license to open its properties. 9. Select the entity from the Assigned-To drop-down list. 10. Click OK. PaperVision Capture System Users A system or global administrator can create system users who have access to PaperVision Capture. System administrators can administrate all settings for a particular entity. Workflow administrators can log into the PaperVision Capture Administration Console but cannot perform any functions. In PaperVision Enterprise, workflow administrators are able to design and configure workflows within an entity. They can configure workflow definitions for any project and view workflow history and workflow status reports, but they have no access to documents or functions in any projects unless a system administrator explicitly grants them access. If they do have access to view documents within a project, workflow administrators can create workflow instances for a particular document and view its workflow status. Capture administrators can configure jobs and job steps within the entity. Users, also known as operators, work in the PaperVision Capture Operator Console. If you assign a user to a job step, that user has access to every function configured for that job step. You assign job steps to users so they are able to perform scanning, indexing, and batch processing functions. Creating a New System User To create a new system user: 1. Expand Entity > Company > General Security. 2. Double click the System Users icon in the workspace. PaperVision Capture Installation and Getting Started Guide 37

38 Section 5 Getting Started in PaperVision Capture 3. Click the Create New User icon which opens the New User dialog box. New User 4. Enter the user name that will be used to log in to PaperVision Capture. 5. Enter the user s full name (optional). The user s full name is used for some of PaperVision Capture s reporting capabilities. 6. Enter the user's address (optional). 7. Enter the user's password. 8. Enter the password once again to confirm it. 9. To force the user to change the password at the next login, select User must change password at next login. 10. To allow the user to change the password at any time, select User can change password when desired. 11. Select the appropriate User Type(s). See the previous section on PaperVision Capture System Users for descriptions of each user type. 12. Click OK. PaperVision Capture Installation and Getting Started Guide 38

39 Section 5 Getting Started in PaperVision Capture Job and Job Step Configuration Global, system, or capture administrators can create and define PaperVision Capture jobs and job steps in the PaperVision Capture Administration Console. PaperVision Capture jobs define the steps for processing batches of documents. Job steps are automated or manual operations such as indexing, scanning, custom code execution, etc. At least one job has to be configured in the PaperVision Capture Administration Console; otherwise, batches cannot be processed in the PaperVision Capture Operator Console. Each job must contain, at minimum, a Capture start step. Job steps are configured in the Job Definitions screen that is launched after you create a new job. Creating a New Job To create a new job: 1. In the Administration Console, expand Entity > Company > Capture Jobs. 2. Click the Create New Job icon. 3. Enter the name for the new job. 4. Click OK, and the Job Definitions screen appears. Job Definitions PaperVision Capture Installation and Getting Started Guide 39

40 Section 5 Getting Started in PaperVision Capture The Job Definitions screen enables you to create and configure jobs and job steps in a graphical user interface. Instructions for job and job step configuration can be found in the Administration Console s Online Help file or in the PaperVision Capture Administration Guide. Once you configure all job steps and validate the job, you can activate and check the job in so it is available for use in the PaperVision Capture Operator Console. Introduction to the Operator Console The PaperVision Capture Operator Console provides scanning, indexing, and batch processing capabilities. Within the Operator Console, users (operators) manually create batches, assume batch ownership, open batches, and submit batches. Once a batch is created, users can scan or import images, index documents, and define settings for the scan and batch display. Contents of a batch can also be edited before marking the batch as complete and submitting it for processing, which transitions it to the next job step. The global, system, or capture administrator assigns specific job steps to the appropriate operators who will perform specific functions in the PaperVision Capture Operator Console. The PaperVision Capture User Guide provides details on the settings that can be configured and functions that can be performed in the Operator Console. The diagram below illustrates the lifecycle of a batch beginning with its creation, assumption of ownership, submittal, and automated processing. Batch Lifecycle PaperVision Capture Installation and Getting Started Guide 40

41 Appendix A - Installation Configurations The following diagrams illustrate possible PaperVision Capture installation configurations. The first diagram displays a single workstation installation; the second diagram displays a distributed, multi-user installation; the third diagram displays a multi-entity (and multi-user), distributed installation. The arrows represent data exchange between the various components. In the single installation scenario, all of the components reside on one workstation. To support a single, physical-office location, this scenario might be modified such that the database and Master Batch Repository reside on a centralized, networked server. PaperVision Capture Installation and Getting Started Guide 41

42 Appendix A Installation Configurations This diagram shows one possible deployment for a distributed multi-user installation. Client applications at potentially disparate locations communicate with a centralized Capture Gateway Server (i.e., application server ). Multiple Capture Automation Servers are deployed to increase the throughput of automated processing. Deployment scenarios such as this are suitable for a large enterprise. Server roles can be isolated to separate servers or consolidated to a single server. IMPORTANT! The PaperVision Capture Operator Console and PaperVision Capture Data Transfer Agent Service must always be installed on the same machine; otherwise, data will not synchronize properly between the Master Batch Repository and local, temporary batch repositories. PaperVision Capture Installation and Getting Started Guide 42

43 Appendix A Installation Configurations Distributed Multi-User Installation (Two Entities) In this scenario, two entities have been configured for a distributed, multi-user installation. One office (entity) is located in Denver, Colorado, and the other located in Lincoln, Nebraska. One machine can be used solely for global administration operations. Each entity has a separate database, and manages jobs, users/groups and batches solely for that entity. Both locations are monitored by a single global administrator. This scenario can alleviate network congestion since each location is a separate entity. If the Denver office becomes inundated with work and needs assistance from Lincoln, Lincoln user accounts can be created for the Denver entity so users can be assigned to Denver jobs. As a result, Lincoln users can simply log into the Denver entity and process jobs for Denver. PaperVision Capture Installation and Getting Started Guide 43