Matrix Logic WirelessDMS Service 2.0

Transcription

1 Matrix Logic WirelessDMS Service 2.0 Version 2.0 August WHAT IS WDMS SERVICE?...2 FEATURES OF WDMS SERVICE...3 HOW DOES WDMS SERVICE WORK?...4 REQUIREMENTS...5 Server Prerequesites...5 INSTALLING THE WDMS SERVICE...6 Set up Addresses in edocs DM...6 Install WDMS Service...6 Install Matrix Logic Auto Profiling Service...6 Post Install Configuration...7 TESTING COMMAND LIST User Commands System Administrator commands TROUBLESHOOTING Logging CONTACTING MATRIX LOGIC CORPORATION Matrix Logic Corporation Page 1

2 What is WDMS Service? WirelessDMS Service is a new component in the Wireless DMS suite from Matrix Logic. It is a successor to the WirelessDMS Module 1.0. It is specifically developed as a back-end component to respond to edocs DM requests from users via . WirelessDMS Service is designed for integration with Microsoft Exchange. Learn more about the WirelessDMS Suite of products at: Matrix Logic Corporation Page 2

3 Features of WDMS Service Any Exchange user can have access to their entire DM document collection. The following key features are provided: Easy search Recent edits Resolve DRF document references Request document copies Share documents as an attachment Create new documents from attachments or s Matrix Logic Corporation Page 3

4 How does WDMS Service work? WDMS Service is a Windows service application. It connects to your edocs DM repository and to your Exchange mail server. There is no dedicated client component, since requests and responses all go via . WDMS Service connects to your edocs DM repository via the edocs DM API. It connects to Microsoft Exchange via Exchange WebDAV over HTTP or HTTPS, much like Outlook Web access. The WDMS Device Server is typically installed wherever DM Webtop is installed, and it is very lightweight. It can also co-exist on a DM Indexer. The WDMS Service is a.net 2.0 Windows Service application. HTTPS or HTTP over intranet Exchange server WirelessDMS Service DM API (DCOM) DM server WirelessDMS Service requires edocs DM 5.x or DM 6.x and Microsoft Exchange 2003/2007 and runs on Windows XP or Windows Any connected client is supported (Outlook, OWA, BlackBerry, iphone etc.) Matrix Logic Corporation Page 4

5 Requirements SERVER PREREQUESITES The server should be Windows XP/2003 with.net Framework 2.0 installed. A connection to Exchange WebDAV (e.g. the ability to open Outlook Web Access from the server) DM API must be installed and configured on this machine also. Test it using DM Webtop or a similar DM API application to make sure that everything is working. This product works with edocs DM 5.x and 6.x A dedicated Exchange account for the WirelessDMS Service. This account should have OWA access. We suggest something like dm or wdms. This is the account your users will requests to. Matrix Logic Corporation Page 5

6 Installing the WDMS Service SET UP ADDRESSES IN EDOCS DM WirelessDMS Service uses the PEOPLE. _ADDRESS field in order to resolve the correct USER_ID in edocs DM. You should ensure that each WirelessDMS user has the correct address setup in the PEOPLE table. INSTALL WDMS SERVICE Run the provided setup file (SetupWDMS .msi) on the server as an administrator (preferably the DM administrator). INSTALL MATRIX LOGIC AUTO PROFILING SERVICE The Matrix Logic Auto Profiling service is a separate component used by WirelessDMS to intelligently profile new documents in edocs DM without requiring a user to complete a profile. A runtime version is supplied with WDMS Service. See the Matrix Logic Auto Profiling Service Installation and Configuration Guide for more information on installing this component. Matrix Logic Corporation Page 6

7 POST INSTALL CONFIGURATION Now we need to configure the service to connect to DM and Exchange. Launch the WDMS manager: Start > Programs > Matrix Logic > WDMS Service > WDMS Service Manager. Enter your license key, or select Eval The WirelessDMS Service Manager appears: Matrix Logic Corporation Page 7

8 Click on the Tab and fill in the settings. OWA Mailbox Username Password Outbound Filter (optional) Enter the URL for your Exchange WebDAV mailbox (OWA mailbox). e.g. ( Username for the mail account (e.g. Password for the above account Enter the domains that you would like to enable responses to. If a domain isn t in this list, WirelessDMS will NOT reply to it. Note: DO NOT USE your own mailbox to test WirelessDMS! As soon as the service starts it will read , process it, and delete it. Use a test mailbox, or the real mail account you are going to use in production. Matrix Logic Corporation Page 8

9 Click on the DM Tab and fill in the settings: User ID Enter the User ID of a DM account. It must have access to all of the documents that any user will search for or retrieve. In most cases, it should be a DOCS_SUPERVISOR. (WirelessDMS Service will filter all requests based on the incoming users permissions). Password Library Password for the above account Enter the login Library for WirelessDMS Service to use. It will connect to remote libraries from this library Click Save on the toolbar, then click the Verify button to test the connection to DM Server. Matrix Logic Corporation Page 9

10 Click on the General Tab and fill in the settings: Logging Level Check every x minutes Max search results Document export folder Initially, set the log level to Verbose for testing, then anywhere Medium or lower afterward. See Troubleshooting later in this document for more information on logging. This tells WirelessDMS how often to check for new messages. You can set this to a high number of minutes to reduce load if necessary, or perhaps use 1 minute for faster responses. You may cap search results by setting this maximum number. WirelessDMS Service allows users to create new documents in DM. It does this by packaging them and sending them to the Matrix Logic Auto Profiling Service. This folder is the path to an input folder monitored by the Matrix Logic Auto Profiling Service. See the Matrix Logic Auto Profiling Service Install and Administration Guide for more information. Finally, click to save your settings, then click to start the service. After a few moments, it will start. Matrix Logic Corporation Page 10

11 Testing Next, test the WDMS Service. From any client, send a blank message with a subject of HELP to the WirelessDMS account. Within a few minutes you should get a reply from the WirelessDMS Service with a list of commands. Click on the Status Tab in the WirelessDMS Service Manager. The statistics will appear as the service processes s. The screen refreshes every 2 minutes, or you can manually refresh it for up to date statistics. If you do not get the correct responses, see Troubleshooting later in this document. Matrix Logic Corporation Page 11

12 Command list The following table lists the commands that WirelessDMS Service will respond to. Commands with a? preceeding them are system administration commands. USER COMMANDS Subject Line/Attachments HELP RECENT <any text> (anything), with an attached DRF file(s) (anything), with attached file(s) CREATE Response A message containing help is returned. This is the text file WDMSHelp.TXT contained in the Program Files\... directory. You should customize this to your needs, perhaps adding a Help Desk contact number etc. Returns a list of your recently edited documents Performs an Easy Search. This is like a content search in DM Webtop. Returns a list of documents in relevancy ranked order. Resolves the DRF (if security allows), and attaches the document(s) to the reply. Creates the attached file(s) as new documents in edocs DM. They are automatically profiled based on name, content and the user that ed them. You may provide profiling clues on the subject like, like a Client and Matter number to provide better profiling fidelity. Creates a new MS WORD document using the body of the message as the content of the document. This is great for sending meeting notes from a smartphone. SYSTEM ADMINISTRATOR COMMANDS Subject Line/Attachments Response?ABOUT?ATTACHLOG?ATTACHAUDIT Sends information about the version and recent statistics. This is a great command for monitoring the service. Attaches the current log file (can be large!) Attaches the current audit file (can be large!). It is a CSV file. Matrix Logic Corporation Page 12

13 Troubleshooting LOGGING The WDMS Service saves a log file in: C:\Program Files\Matrix Logic\WDMS \WDMS Log.TXT You may also request the log by ing the WDMS Service with the subject line of?attachlog This logs each request to the service. This is the primary source of troubleshooting. Severe events are also logged to the Windows Application Event log. The level of detail (1-minimum to 5-maximum) is set in the web.config file (see Installation for details). If the LogLevel is not specified in web.config, it will default to the most detail (5). Note: Logging Level 5 is extremely verbose and can result in a large log file very quickly! You may delete the log file at any time, and it will create a new one. Matrix Logic Corporation Page 13

14 Contacting Matrix Logic Corporation Matrix Logic Corporation Learn more about the WirelessDMS Suite of products at: us at: Web: Matrix Logic Corporation Page 14