Copyrights, Legal Notices, Trademarks and Servicemarks

Transcription

1 Installation Guide

2 Copyrights, Legal Notices, Trademarks and Servicemarks Copyright Westbrook Technologies Incorporated. All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including but not limited to photocopy and recording, or by any information storage or retrieval system, without the prior agreement and written permission of Westbrook Technologies, Incorporated unless such copying is expressly permitted by federal copyright law. Address inquiries to May 2003 edition. Release 2.0. Publication subject to change without notice. Westbrook Technologies, Incorporated assumes no liability for any damages incurred directly or indirectly from errors, omissions, or discrepancies between the actual software you install and/or the contents of this publication or any other accompanying publication. Fortis, PowerWeb, Fortis Office, and CDExpress are trademarks of Westbrook Technologies, Incorporated. File Magic and File Magic Plus are registered trademarks of Westbrook Technologies Incorporated. The Most Powerful Name In Document Management Software, The Power of Document Management On The World Wide Web, and Document Management Solutions Made Easy are servicemarks of Westbrook Technologies Incorporated. All other products and devices listed in this manual are trademarks or registered trademarks of their respective companies and are hereby acknowledged.

3 C ONTENTS 1. Welcome to Fortis 1 Installation Overview Installing Fortis Embedded SQL Server 5 Introduction...5 Installing the Fortis Database Server Software...6 Installing Fortis Shared-Client Software...7 Modifying Fortis Database Paths...10 Installing Fortis Workstation Software...11 Silent Workstation Setup Installation Options Installing Fortis for Microsoft SQL Server 19 Introduction...19 Installing Fortis Shared-Client Software...20 Installing Fortis Workstation Software...22 Helpful Hints...25 Installation Options...25 i

4 4. Installing Fortis for Oracle 31 Introduction...31 Installing Fortis Shared-Client Software...32 Installing Fortis Workstation Software...34 Helpful Hints...37 Installation Options Setting Up Your Scan, Edit and View Stations 41 Scanner Setup...41 Simulated Scanner Fax Setup...44 Launch Setup...45 Print-To-MAG Driver...47 Installation Distribution Advanced Features...48 Borrowing Licenses Importing TIFF Files Text Fonts Viewing Columnar Text Printing Columnar Text ii Fortis Installation Guide

5 CHAPTER 1 Welcome to Fortis Welcome to Fortis, Westbrook Technologies client/server document management software product. At Westbrook Technologies, we continually strive to produce the most robust and reliable document management products on the market. We have been actively developing our product lines for more than ten years. With each release, we add features and functionality, address customer-related issues, and update hardware and software components as they relate to our products and technology platforms. Due to the technical nature of our products, we require that all installations and upgrades be performed by highly-trained personnel. These individuals can include our Consulting Services staff, a certified Business Partner, or an end user with the appropriate experience and administration training from Westbrook University. The information contained in this manual is intended for use by qualified personnel. The concepts, techniques, and knowledge necessary to perform an installation or upgrade are beyond the scope of this manual. That is, this manual only contains a basic overview of the necessary steps. Our certified Business Partners receive significant education so that they can perform installations and upgrades properly. Therefore, we discourage others from attempting to perform such operations unless they have been properly trained and/or certified by Westbrook Technologies, Inc. We are committed to getting the job done right and ask that you protect your investment in our products by taking the appropriate action. With today's fast-paced technology, it is more important than ever to keep your system up-to-date and functioning properly. If you have questions or concerns, please contact your authorized Westbrook Technologies Partner or one of our Regional Sales Managers right away! 1

6 Installation Overview Fortis operates as a true client/server system. The database engine is installed on a dedicated database server and the client software is installed on a shared network drive. Client workstations running Windows 2000 Professional or Windows XP Professional are then configured to run Fortis. Fortis supports several different types of installations: Fortis Embedded Microsoft SQL Server Fortis for Microsoft SQL Server Fortis for Oracle Note: For information about any other ODBC-compliant database engine, please contact our Software Support department. Workstations are defined as one or more of the following: System Administration, Database Administration, Scan, Edit and View Stations. Fortis systems also include Script Manager, a program used to monitor scheduled Scripts. A System Administration Station provides the functionality of the system administrator, including such tasks as creating system users and passwords, assigning users to Groups, and granting users database access. In addition, you can set up public and private In Baskets, where Scan and Edit Station users can store documents before indexing them to a database. A Database Administration Station provides the database administrator with all the tools necessary to design, create, and maintain a Fortis database. The database administrator defines the basic components of a database, such as the database Folder hierarchy and the index fields for various Document Types, and runs database performance tools. A Scan Station provides the user with all the functionality of the Fortis product with the exception of administration tools. Users can scan, import, or fax documents into the system, index and edit scanned or imported documents, perform searches, and view documents. 2 Fortis Installation Guide

7 Welcome to Fortis 1 An Edit Station lets users index and edit documents, import or fax documents into the system, perform searches, and view documents. A user of an Edit Station cannot scan documents. A View Station lets users perform searches and view documents. A user of a View Station cannot index, edit, scan, import, or fax in documents. Note: If your installation has purchased the View Station with Annotations option, View Station users can also annotate documents. Script Manager monitors scheduled database-related Scripts (i.e., Scripts that send documents to a database Folder) and non-database Scripts (i.e., Scripts that send documents to an In Basket). Fortis ERM (Electronic Report Management) has three additional components: Fortis ERM Setup users can define the layout of ERM documents so that Fortis can automatically extract information from the documents. Setup users can also define new ERM Applications using a simple point and click interface. Fortis ERM Process users can add documents to the Fortis ERM document warehouse. Process imports production documents from the Fortis ERM import folder. Fortis ERM System Monitor automates Process. It resides in the background, watching for new files that have been written to the Fortis ERM import folder. 3

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9 CHAPTER 2 Installing Fortis Embedded SQL Server Introduction Prior to installation, refer to the Westbrook Technologies Web page at for a list of recommended minimum system specifications. You must also make certain your database server and client stations are communicating using the appropriate communications protocol for your network configuration. Fortis operates as a true client/server system which requires a minimum of two servers. The database engine is Embedded Microsoft SQL Server 2000 and is installed on a dedicated database server running Windows 2000 Server SP3. The client software is installed on a shared network location and then a setup program is run at the Windows 2000 Professional or Windows XP Professional client workstations. Document Management workstations are defined as the following: System Administration Station, Database Administration Station, Scan Station, Edit Station and View Station. ERM workstations are defined as the following: ERM Setup Station, ERM Process Station and ERM System Monitor Station. System installation is therefore in three parts: 1. The Fortis Embedded SQL Server software is installed on your Windows 2000 Server SP3 dedicated server. 2. The Fortis shared-client software is installed to a network shared location that can be accessed by all your client workstations. 3. The Fortis client workstations are then configured to access both the client software and database server using a Setup program run at the workstation from the shared-client location. The machine designated as the database server must be running Windows 2000 Server SP3. The server machine must be able to 5

10 communicate over your network with the machines designated as the client or workstation machines. These client workstations must be running Windows 2000 Professional or Windows XP Professional. Your network must also be set up and configured with the TCP/IP communications protocol before you can configure your Fortis database server. To use TCP/IP, you must have TCP/IP properly installed on your server and on all your client workstations. Check with your network administrator if you re unsure about the status of your network protocols. Installing the Fortis Database Server Software To set up and configure your Fortis database server using Embedded SQL Server 2000: 1. Insert the Microsoft SQL Server 2000 installation CD into the CD drive of the database server. (If AutoPlay should fail to run, select Run from the Start menu and type X:\SETUP (where X: is the drive letter of your CD drive). Click OK. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a Software License Agreement. To accept the terms of the agreement, click Yes. 4. Setup will install SQL Server 2000 into the following folder: C:\Program Files\Microsoft SQL Server Note: Because Microsoft installs SQL Server 2000 to the C:\ partition on the database server, you should make certain that you have a significant amount of available storage space on the C:\ partition. SQL Server databases containing large numbers of records can grow to be several gigabytes in size and larger. It is possible to change the path to the database storage and backup folders to another volume with sufficient disk space. See Modifying Fortis Database Paths on page 10 for instructions. 6 Fortis Installation Guide

11 Installing Fortis Embedded SQL Server 2 5. Setup has successfully installed the Microsoft SQL Server 2000 database server software. You must restart your database server machine so that Service Pack 3 for Microsoft SQL Server 2000 may be installed. Click Finish to exit Setup and restart the computer now. 6. Once the database server has restarted and you have logged in to Windows 2000 Server, the install of Service Pack 3 for Microsoft SQL Server 2000 will automatically begin. 7. Once Service Pack 3 for Microsoft SQL Server 2000 has been successfully installed, click Finish to exit Setup and restart the computer. 8. Once the database server has restarted, you may now log in to Windows 2000 Server to begin the Fortis shared-client software install. Installing Fortis Shared-Client Software Before you install the shared-client software to a network shared location, make certain that the database server and all the client workstations you intend to use as Fortis stations can access this network shared location. To set up and configure your Fortis shared-client software: 1. On the Fortis database server, map a drive letter to the shared network location that will contain the Fortis shared-client software. It is recommended but not required that you use the same drive letter mapping that will be used by all of the Fortis client workstations. 2. Insert the Fortis installation CD into the CD drive of the Fortis database server (If AutoPlay should fail to run, select Run from the Start menu and type X:\SETUP (where X: is the drive letter of your CD drive). Click OK. 3. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 7

12 4. Setup displays a Software License Agreement. To accept the terms of the agreement, click Yes. 5. Setup asks you for some information about your installation. Type your name, your company name, and the serial number of your copy of Fortis. Click Next. 6. Setup now asks you if you want to register your copy of Fortis. To register, make sure the Register product now check box is selected and click Next. If you don't register Fortis now, you can only use it 25 more times before you must register it. However, you can choose to register the next time you launch the program. If you selected to register your copy of Fortis now, the Registration Information dialog box displays. Call Westbrook Technologies at WHY-FILE ( for international customers), extension 771 to obtain your registration number, or fax your registration card and Machine ID to and your registration number will be faxed back to you. Once you've obtained your registration number, type your number in the box provided and click Next. 7. Setup will install the Fortis shared-client software in a new location called X:\Fortis, where X: is your shared network drive. To accept this location, click Next. To install Fortis in a different location, click Browse and select a different folder, and then click Next. 8. You must specify a location to store Fortis system files. Setup will create an X:\FortisDT\SYSDATA folder, where X: is your shared network drive. This folder is the default location for system and database-related files that users read and write to. The folder will be created at the same level in the folder tree as your Fortis program files location. To accept this folder, click Next. To create a different data location, click Browse and select a different folder, and then click Next. 9. You must specify a default In Basket location. Setup will create an X:\FortisDT\INBASKET folder, where X: is your shared network drive. To accept this location, click Next. To create a differ- 8 Fortis Installation Guide

13 Installing Fortis Embedded SQL Server 2 ent In Basket location, click Browse and select a different folder, and then click Next. 10. Setup asks you to select which components you want to install: Document Management and/or ERM. The component(s) you have purchased are indicated with a plus sign and selected with a check mark. Select the component(s) you want to install. Clear a check box if you don t want to install a component at this time. (You can install a component at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 11. Select the options you want to install. All of the options you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an option at this time. (You can install options at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. Note: If you are installing the OCR Languages option, an additional dialog box displays where you can select the languages to install. 12. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 13. Setup displays a list of Fortis manuals available for installation as PDF documents to the Fortis shared-client folder. Available Fortis manuals are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install a manual at this time. (You can install manuals at another time, if necessary, by running Setup from the X:\Books folder on the Fortis CD.) Click Next. 14. Setup displays all the information you ve entered. To make any changes, click Back to return to the previous steps, where you can modify any settings. When the information is correct, click Next. 15. The Fortis shared-client software install will proceed. A message displays when the installation is complete. 9

14 16. With the Fortis shared-client software installation complete, you should now disconnect the drive mapping to the Fortis sharedclient server from the Fortis database server. Modifying Fortis Database Paths As discussed in Installing the Fortis Database Server Software the embedded SQL Server is installed to C:\Program Files\Microsoft SQL Server. When a new Fortis database is created or backed up, they are also stored by default under subfolders of C:\Program Files\Microsoft SQL Server. It may be necessary or desirable for a Fortis administrator to specify a different storage location for the SQL Server databases and/or backup files. An example of such an occurrence would be if the C:\ disk partition did not have enough free disk space to store the SQL Server databases created by Fortis. Note: The instructions below apply to changing the path for the creation of new databases and new backups only. For instructions on relocating existing databases and backups, please refer to Microsoft SQL Server Books Online which are installed on the Fortis database server. To change the storage path for new Fortis databases: 1. Using Windows Explorer, browse to X:\FortisDT\SYSDATA (where X:\ is the network shared location of the Fortis shared-client server software.) 2. Open the DBS.INI file using NotePad and look for the following entry under the [DBSetup] section: DBDIR=C:\Program Files\Microsoft SQL Server\MSSQL$DBSERVER\DATA 3. Replace the default path with the desired new path. This path must be entered relative to how the database server would see the path, NOT the Fortis shared-client server. For Example to change the path for newly created databases to F:\SQL_DATA you would make the following change: DBDIR=F:\SQL_DATA 10 Fortis Installation Guide

15 Installing Fortis Embedded SQL Server 2 F:\SQL_DATA must be a valid path as seen by the database server. 4. Save the changes to DBS.INI and close the file. To change the location where backups of the Fortis database are stored: 1. Using Windows Explorer, browse to X:\FortisDT\SYSDATA (where X:\ is the network shared location of the Fortis shared-client server software.) 2. Open the DBS.INI file using NotePad and look for the following entry under the [DBSetup] section: DBBACKUPDIR=E:\Program Files\Microsoft SQL Server\MSSQL$DBSERVER\BACKUP 3. Replace the default path with the desired new path. This path must be entered relative to how the database server would see the path, NOT the Fortis shared-client server. For example, to change the path where database backups will be stored to E:\SQL_BACKUP you would make the following change: DBBACKUPDIR=E:\SQL_BACKUP E:\SQL_BACKUP must be a valid path as seen by the database server. 4. Save the changes to DBS.INI and close the file. Installing Fortis Workstation Software Once you have installed the Fortis database server software on your database server machine and installed the Fortis shared-client software to a network shared location, you can begin the process of installing the Fortis client software on each workstation that you plan to use to access the Fortis database server. Note: You can use the Silent Workstation Setup option to pre-set default options and Preferences for your workstations so that end users can perform the workstation install themselves. See Silent Workstation Setup on page 14 for details. 11

16 To install Fortis client software on a workstation: 1. From the client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a list of installation options. Select Workstation Setup and click Next. 4. Setup asks if you want to install the software for the current user logged onto this machine, or for all users of this machine. Make your selection and click Next. 5. Setup asks you to select one or more of the following Station types for the workstation on which you are installing Fortis client software System Administration Administrators set up access to the Fortis software within System Administration. Database Administration Administrators create, design, and maintain Fortis databases within Database Administration. Scan Users can scan, import, or fax documents into the system, edit and index documents, perform searches, and view documents. Edit Users can edit and index documents, import and fax documents into the system, perform searches, and view documents. Users cannot scan documents. View Users can perform searches and view documents. Users cannot scan, edit or index documents. Script Manager Administrators use the Script Manager program to monitor scheduled Scripts. ERM Setup ERM Setup users define the layout of ERM documents and define new ERM Applications. 12 Fortis Installation Guide

17 Installing Fortis Embedded SQL Server 2 ERM Process ERM Process users add documents to the Fortis ERM document warehouse. If ERM Process is selected, ERM System Monitor is also installed. 6. Select the options you want to install. All of the options you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an option at this time. You can install options at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. Note: If you are installing the OCR Languages option, an additional dialog box displays where you can select the languages to install. 7. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 8. Setup prompts you to choose a Program folder for your Fortis Program icons. This is accessible from the Windows Start menu. To accept this folder, click Next. If you prefer, you can type a different folder name or select one from the list of existing folders. Click Next. 9. Setup displays all the information you ve entered.to make any changes, click Back to return to the previous steps, where you can modify any settings. When the information is correct, click Next. A message displays when Setup is complete and has finished copying files to the workstation. You may be prompted to restart the computer before you can run Fortis on this machine. You can choose to do this now, or restart the computer later. Click Yes to exit Setup and restart the machine. Repeat this entire process, steps 1 through 8, for each client workstation you want to use to access the Fortis database server. Note: To create a custom pre-set Workstation Setup that end users can run themselves, see the next section. 13

18 Silent Workstation Setup To facilitate a Fortis installation in a multi-user environment, the Silent Workstation Setup feature simplifies Workstation Setup. Rather than running a workstation installation on each machine, you can create a Workstation Setup that does not require any manual input on the part of end users and yet will configure all the General Preferences, Annotation Preferences, and Launch Table settings. All warning and error messages are written to a log file located in the Setup\WSetup\ Logs folder of the Fortis application folder so that you can examine them later. While you can configure any custom Workstation Setup, Fortis provides a Scan Station, an Edit Station, and a View Station Workstation Setup with the default Preferences selected. These Setup shortcuts are located in the Setup\WSetup folder of your Fortis application folder. When an end user runs the saved Workstation Setup program, only the splash screen displays and then either a message that an error occurred or a message prompting the user to reboot the PC. All the options, Preferences, and Launch Table settings saved in the Silent Workstation Setup are installed and set automatically. Any errors are written to a log file that is named after the machine that generated the errors. To configure a Silent Workstation Setup: 1. Double-click the CreateWSetup shortcut (CreateWSetup.lnk) in the Setup folder of your Fortis program folder. 2. Run a Workstation Setup on your machine as described on page 12, setting the General Preferences, Annotation Preferences, and Launch Table settings as desired. 3. Setup displays a dialog box, prompting you for a name for this custom Workstation Setup. Type a name and click OK. 4. Setup saves an.ini file with the custom Workstation Setup settings and creates a shortcut to the Setup program (with instructions to use this.ini file) in the Setup\WSetup folder of your Fortis application folder. 14 Fortis Installation Guide

19 Installing Fortis Embedded SQL Server 2 Note: You can move the shortcut to any network location where your end users can access it. Make certain you edit the properties of the shortcut to point to the correct path for the.ini file. End users can double-click the saved Workstation Setup shortcut to run the custom workstation installation on their machine. This procedure will automatically install all the necessary options and add-ons and set all the saved Preferences and Launch Table settings. Installation Options Fortis allows for future upgrades and enhancements. Optical Character Recognition (OCR), Bar Code, Full Text Indexing, Image Enhance, CDExpress, Fortis PowerWeb, and Fortis Inflo are optional products that you may find the need to install at a later date. You may need to install an additional component (Document Management or ERM). Additionally, you may need to increase your seat count or apply a revision update from Westbrook Technologies, Inc. All of these items require the administrator to run a setup procedure. The following instructions guide you through that process. Note: If you are installing options or a component from your original purchase that you chose not to install initially, then you should use the configuration located on your original installation CD and not the new disc referred to in the instructions below. To install options for your Fortis client software: 1. From a client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs that may be running. When you ve finished reading, click Next. 3. Click the Install Options button and click Next to continue. 15

20 4. Enter the path of the New Options configuration files. Click Next to continue. 5. Setup will prompt you for the location of your Fortis CD. Click Next to continue. 6. A summary of available options displays. Those marked with a plus sign are available for installation. Select the check box next to the option(s) to install. Click Next to continue. Note: If you are installing the OCR Languages option, an additional dialog box displays where you can select the languages to install. 7. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next to continue. 8. Setup displays all the information you ve entered. To make any changes, click Back to return to the previous steps, where you can modify settings. When the information is correct, click Next. Note: Setup may display the following message when it finishes copying files: One or more of your newly installed options may require any system using it to run a Workstation Setup before it will run correctly. Click OK to continue. 9. Setup has successfully installed the Fortis options. To install a second component for your Fortis client software: 1. From a client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Click the Install Component button and click next to continue. 3. Enter the path of the New Component configuration files. Click Next to continue. 16 Fortis Installation Guide

21 Installing Fortis Embedded SQL Server 2 4. Setup will prompt you for the location of your Fortis CD. Click Next to continue. 5. A summary of available components displays. Those marked with a plus sign are available for installation. Select the check box next to the component to install. Click Next to finish the installation. 6. Setup has successfully installed the Fortis component. To increase the user count for your Fortis installation: 1. From a client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Click the Increase User Count button and click Next to continue. 3. Enter the path of the New Additional Users configuration files. Click Next to continue. 4. Setup displays a dialog box stating Additional Users updated to indicate the installation is complete. Click OK. 5. Setup has successfully installed the additional user count on your system. To install a new revision to your Fortis installation: Note: These instructions are for upgrading to a new revision of Fortis within the same major version, such as upgrading from Fortis version 2.0 to version 2.1. If you are upgrading from one major version to another, such as upgrading from Fortis version to version 2.0, please refer to the documentation for the specific revision upgrade you are installing for any special instructions. 1. Insert the new Fortis upgrade CD into the CD drive of a client machine that has access to the previously- installed Fortis sharedclient software. (If AutoPlay should fail to execute, select Run from the Start menu and type X:\SETUP (where X: is the drive letter of your CD drive). Click OK. 17

22 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a Software License Agreement. To accept the terms of the agreement, click Yes. 4. Setup will then prompt for the Fortis shared-client software location defaulting to X:\Fortis, where X: is your shared network drive. To accept this location, click Next. If you installed into a different folder, click the Browse button and select that folder, and then click Next. 5. Setup completes the revision upgrade. 6. After you upgrade the shared-client software, you may be required to run the Workstation Setup for each client machine that will connect to this shared-client installation. 7. If there were any significant changes to the Fortis Database architecture you may be required to open each Fortis database from the Fortis Database Administration Station before users can access the database. Note: Please refer to the documentation for the specific revision upgrade you are installing for information on any workstation setup or database conversion steps required by the upgrade. Note: You can use the Silent Workstation Setup option to pre-set default options and Preferences for your workstations so that end users can perform the workstation install themselves. See Silent Workstation Setup on page Fortis Installation Guide

23 CHAPTER 3 Installing Fortis for Microsoft SQL Server Introduction Prior to installing Fortis for Microsoft SQL Server, refer to the Westbrook Technologies Web page at for a list of recommended minimum system specifications. You must also make certain that your network is set up and configured correctly. Be certain your database server and client stations are communicating using the appropriate communications protocol for your network configuration. The machine designated as the database server must be running Microsoft SQL Server versions 7.0 or The server machine must be able to communicate over your network with the machines designated as the client or workstation machines. These workstations must be running Windows 2000 Professional or Windows XP Professional. The ODBC driver for Microsoft SQL Server must be installed on each workstation. Refer to your Microsoft SQL Server Installation Guide for instructions on installing this ODBC driver. Once the Microsoft SQL Server ODBC driver has been set up, always check the connectivity with the machine designated as the database server before proceeding. Note: If Fortis displays a message stating that your ODBC driver is too old, check the Fortis CERTDRV.INI file in the System Data folder for the minimum ODBC driver version required. Note that this file contains a revision level for both the 16-bit driver and the 32-bit driver. The Fortis for SQL Server installation is in two parts: 1. The Fortis shared-client software is installed on a network drive that can be accessed by all your client workstations. 19

24 2. The Fortis client workstations are then configured to access both the client software and database server using a setup program run at the workstation from the shared network drive. Note: If you re using Fortis with SQL Server, you do not have an exclusive lock on a database. Make certain that all users have logged out of a database before performing any Database Administration functions, such as modifying or deleting Document Types, users, permissions, etc. Failure to do so may result in errors as well as data loss. The database administrator must have a minimum of create table privileges to perform many Fortis Database Administration functions. Installing Fortis Shared-Client Software Before you install the shared-client software to a shared network location, make certain that all the client workstations you intend to use as Fortis stations can access this network location. To set up and configure your Fortis shared-client software: 1. Insert the Fortis installation CD into the CD drive of the network machine you intend to use to access the shared network location. You will access this location to install the Fortis client software onto your Fortis client workstations. (If AutoPlay should fail to run, select Run from the Start menu and type D:\SETUP (where D: is the drive letter for your CD drive). Click OK. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a Software License Agreement. To accept the terms of the agreement, click Yes. 4. Setup asks you for some information about your installation. Type your name, your company name, and the serial number of your copy of Fortis. Click Next. 20 Fortis Installation Guide

25 Installing Fortis for Microsoft SQL Server 3 5. Setup now asks you if you want to register your copy of Fortis. To register, make sure the Register product now check box is selected and click Next. If you don't register Fortis now, you can only use it 25 more times before you must register it. However, you can choose to register the next time you launch the program. 5a. If you selected to register your copy of Fortis now, the Registration Information dialog box displays. Call Westbrook Technologies at WHY-FILE ( for international customers), extension 771 to obtain your registration number, or fax your registration card and Machine ID to and your registration number will be faxed back to you. Once you've obtained your registration number, type your number in the box provided and click Next. 6. Setup will install the Fortis shared-client software in a new location called X:\Fortis, where X is your shared network drive. To accept this location, click Next. To install Fortis in a different location, click Browse and select a different folder, and then click Next. 7. You must specify a folder to store Fortis system files. Setup will create an X:\FortisDT\SYSDATA folder, where X: is your shared network drive. This folder is the default location for system and database-related files that users read and write to. The folder will be created at the same level in the folder tree as your Fortis program files location. To accept this location, click Next. To create a different data location, click Browse and select a different folder, and then click Next. 8. You must specify a default In Basket location. Setup will create an X:\FortisDT\INBASKET folder, where X is your shared network drive. To accept this location, click Next. To create a different In Basket location, click Browse and select a different folder, and then click Next. 9. Setup asks you to select which components you want to install: Document Management and/or ERM. The component(s) you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install a component at this time. (You can install a component at another 21

26 time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 10. Setup displays a list of Fortis options. All of the options you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don't want to install an option at this time. (You can install options at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. Note: If you are installing the OCR Languages option, an additional window displays where you can select the languages to install. 11. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 12. Setup displays a list of Fortis manuals available for install as PDF documents to the Fortis shared-client folder. Available Fortis manuals are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install a manual at this time. (You can install manuals at another time, if necessary, by running Setup from the X:\Books folder on the Fortis CD.) Click Next. 13. Setup displays all the information you've entered. To make any changes, click Back to return to the previous steps, where you can modify settings. When the information is correct, click Next. 14. The Fortis shared-client software installation will now proceed. A message displays when the installation is complete. Installing Fortis Workstation Software Once you have installed the Fortis shared-client software to a shared network location, you can begin the process of installing the Fortis client software on each workstation you plan to use to access the Fortis database server. 22 Fortis Installation Guide

27 Installing Fortis for Microsoft SQL Server 3 Note: Before you begin, be certain that you've installed the ODBC driver for Microsoft SQL Server on each workstation. Refer to the Microsoft SQL Server Installation Guide for instructions. To install Fortis client software on a workstation: 1. From the client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a list of installation options. Select Workstation Setup and click Next. 4. Setup asks if you want to install the software for the current user logged on to this machine, or for all users of this machine. Make your selection and click Next. 5. Setup asks you to select one or more of the following Station types for the workstation on which you are installing Fortis client software: System Administration Administrators set up access to the Fortis software within System Administration. Database Administration Administrators create, design, and maintain Fortis databases within Database Administration. Scan Users can scan, import, or fax documents into the system, edit and index documents, perform searches, and view documents. Edit Users can edit and index documents, import and fax documents into the system, perform searches, and view documents. Users cannot scan documents. View Users can perform searches and view documents. Users cannot scan or edit documents. 23

28 Script Manager Administrators use the Script Manager program to monitor scheduled Scripts. ERM Setup ERM Setup users define the layout of ERM documents and define new ERM Applications. ERM Process ERM Process users add documents to the Fortis ERM document warehouse. If ERM Process is selected, ERM System Monitor is also installed. 6. Select the options you want to install. All of the options you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an option at this time. (You can install options at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. Note: If you are installing the OCR Languages option, an additional dialog box displays where you can select the languages to install. 7. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next. 8. Setup prompts you to choose a location for your Fortis Program icons and folder, accessible from the Windows Start menu. To accept this folder, click Next. If you prefer, you can type a different folder name or select one from the list of existing folders. Click Next. 9. Setup displays all the information you've entered. To make any changes, click Back to return to the previous steps, where you can modify settings. When the information is correct, click Next. A message will appear on screen when Setup is complete and has finished copying files to the workstation. You may be prompted to restart the computer before you can run Fortis on this machine. You can choose to do this now, or restart the computer later. Click Yes to exit Setup and restart the machine. 24 Fortis Installation Guide

29 Installing Fortis for Microsoft SQL Server 3 Repeat this entire process, steps 1 through 8, for each client workstation you want to use to access the Fortis database server or create a silent Workstation Setup. See Silent Workstation Setup on page 14 for details. Helpful Hints You only need to create a SQL Server logon for the owner of each database in Fortis. You then must create a Fortis user account for that database owner. Always create the database owner s SQL Server user logon first before defining that user as a Fortis user. Once you add a user to the database, you maintain all user permissions within Fortis. The size of your Master Database should be at least 50 MB. By default, the size of your SQL Server Temporary Database (tempdb) is 2 MB, which is far too small to handle any production data. You should expand the size of the Temporary Database to at least MB. If you do not back up the Transaction Logs on a regular schedule, be sure to set the Truncate Log on Checkpoint option to On. Before setting up any client workstations, be sure you can connect to the database server using the tools provided with SQL Server on a client. If you have a problem with a particular workstation, be sure you can connect using these tools on the workstation in question to be certain that your ODBC connection is set up properly. Installation Options The Fortis for Microsoft SQL Server product allows for future upgrades and enhancements. Optical Character Recognition (OCR), Bar Code, Full Text Indexing, Image Enhance, CDExpress, Fortis PowerWeb, and Fortis Inflo are optional products that you may find 25

30 the need to install at a later date. You may need to install an additional component (Document Management or ERM). Additionally, you may need to increase your seat count or apply a revision update from Westbrook Technologies, Inc. All of these items require the administrator to run a Setup procedure. The following instructions guide you through that process. Note: If you are installing options from your original purchase that you chose not to install initially, then you should use the configuration located on your original installation CD, and not the new disc referred to in the instructions below. To install options for your Fortis client software: 1. From a client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs that may be running. When you ve finished reading, click Next. 3. Click the Install Options button and click Next to continue. 4. Enter the path of the New Options configuration files. Click Next to continue. 5. Setup will prompt you for the location of your Fortis CD. Click Next to continue. 6. A summary of available options displays. Those marked with a plus sign are available for installation. Select the check box next to the option(s) to install. Click Next to finish the installation. Note: If you are installing the OCR Languages option, an additional dialog box displays where you can select the language(s) to install. 7. Setup displays a list of Fortis add-ons. All the add-ons you have purchased are indicated with a plus sign and selected with a check mark. Clear a check box if you don t want to install an add-on at this time. (You can install add-ons at another time, if 26 Fortis Installation Guide

31 Installing Fortis for Microsoft SQL Server 3 necessary, by running Setup from the X:\Fortis\Setup folder.) Click Next to continue. 8. Setup displays all the information you ve entered. To make any changes, click Back to return to the previous steps, where you can modify settings. When the information is correct, click Next. Note: Setup may display the following message when it finishes copying files: One or more of your newly installed options may require any system using it to run a Workstation Setup before it will run correctly. Click OK to continue. 9. Setup has successfully installed the Fortis options. To install a second component for your Fortis client software: 1. From a client workstation, access the shared network drive where you installed the Fortis shared-client software. Run SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Click the Install Component button and click Next to continue. 3. Enter the path of the New Component configuration files. Click Next to continue. 4. Setup will prompt you for the location of your Fortis CD. Click Next to continue. 5. A summary of available components displays. Those marked with a plus sign are available for installation. Select the check box next to the component(s) to install. Click Next to finish the installation. 6. Setup has successfully installed the Fortis component. To increase the user count for your Fortis installation: Note: The Fortis user count is not the same as the SQL Server user count. 1. From a client workstation machine, access the shared network drive where you installed the Fortis shared-client software. Run 27

32 SETUP.EXE from X:\Fortis\Setup where X: is your shared network drive and Fortis is your program folder. 2. Click the Increase User Count button and click Next to continue. 3. Enter the path of the New Additional Users configuration files. Click Next to continue. 4. Setup displays a dialog box stating Additional Users updated to indicate the installation is complete. Click OK. 5. Setup has successfully installed the additional user count on your system. To install a new revision to your Fortis installation: Note: These instructions are for upgrading to a new revision of Fortis within the same major version, such as upgrading from Fortis version 2.0 to version 2.1. If you are upgrading from one major version to another, such as upgrading from Fortis version to version 2.0, please refer to the documentation for the specific revision upgrade you are installing for any special instructions. 1. Insert the new Fortis upgrade CD into the CD drive of a client machine that has access to the previously installed Fortis sharedclient software. Select Run from the Start menu and type X:\SETUP (where X: is the drive letter for your CD drive). Click OK. 2. Setup displays a Welcome dialog box, urging you to close any Windows programs and disable any antivirus software that may be running. Follow the instructions, then click Next. 3. Setup displays a Software License Agreement. To accept the terms of the agreement, click Yes. 4. Setup will then prompt for the Fortis shared-client software location defaulting to X:\Fortis, where X is your shared network drive. To accept this location, click Next. If you installed into a different location, click Browse and select that folder, and then click Next. 5. Setup completes the revision upgrade. 28 Fortis Installation Guide