Business Interaction Server Configuration Guide 10300685-000 Rev A
2008 Kofax Image Products, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Portions 2008 TOPCALL International GmbH. Third-party software is copyrighted and licensed from Kofax s suppliers. For information on third-party software included in this product, see BISTHIRDPARTYLICENSEREADME.txt, which is in the Documentation folder where Kofax Business Interaction Server is installed (usually C:\Program Files\Kofax\Business Interaction Server). THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX IMAGE PRODUCTS, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX IMAGE PRODUCTS, INC. Kofax Image Products, Kofax, the Kofax logo, Ascent, and Ascent Capture are trademarks or registered trademarks of Kofax Image Products, Inc. in the U.S. and other countries. TOPCALL is a trademark or a registered trademark of TOPCALL International GmbH. All other trademarks are the trademarks or registered trademarks of their respective owners. U.S. Government Rights Commercial software. Government users are subject to the Kofax Image Products, Inc. standard license agreement and applicable provisions of the FAR and its supplements. You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country. DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.
Contents How to Use This Guide.................................................. v Introduction.............................................................. v Related Documentation.................................................... v Training..................................................................vi Kofax Technical Support....................................................vi 1 Overview............................................................. 1 Introduction.............................................................. 1 Overview of Topics in this Guide............................................ 1 Where to Configure Business Interaction Server............................... 1 Kofax Administration Console........................................... 2 Configuration Files..................................................... 2 2 Converting and Storing Templates........................................ 5 Introduction.............................................................. 5 Conversion............................................................... 5 TemplateStore............................................................. 6 3 Configuring Data Lookup................................................ 7 Introduction.............................................................. 7 Using Microsoft Access, Microsoft SQL Server, MySQL, or PostgreSQL........... 8 Considerations for Microsoft Access...................................... 8 Considerations for MySQL.............................................. 8 Considerations for PostgreSQL.......................................... 9 Configuring the Data Connector......................................... 9 Using LDAP (OpenLDAP, Active Directory Service).......................... 12 Business Interaction Server Configuration Guide iii
Contents 4 Mapping Request Fields to Database or LDAP Fields........................15 Introduction.............................................................. 15 Configuration............................................................ 15 Supported Data Types..................................................... 16 5 Sending Email Confirmations and Notifications.............................19 Introduction.............................................................. 19 Configuration............................................................ 19 6 Sending Fax Confirmations and Notifications...............................21 Introduction.............................................................. 21 Configuration............................................................ 21 Changing TWS and RWS Ports.......................................... 24 A Ports Used by Business Interaction Server.................................25 Introduction.............................................................. 25 Ports Used by Business Interaction Server.................................... 25 Index................................................................27 iv Business Interaction Server Configuration Guide
How to Use This Guide Introduction This guide contains essential information about configuring Business Interaction Server. It provides a description of configuration procedures for the Business Interaction Server features, which will be useful for system administrators and developers. This guide assumes that you have a thorough understanding of Windows standards, applications, and interfaces. Additionally, it assumes that you have a thorough understanding of XML, your network configuration, and your SQL Servers and LDAP applications. This guide also assumes that you have already installed Business Interaction Server and, in case you wish to send fax confirmations and notifications, the TOPCALL fax server or Captaris RightFax server before starting any of the configuration procedures described in this guide. For further information about the installation and configuration prerequisites of Business Interaction Server, refer to the Kofax Business Interaction Server Component Installation Guide. Related Documentation Kofax Business Interaction Server Component Installation Guide The Kofax Business Interaction Server Component Installation Guide provides an overview of and installation instructions for Business Interaction Server and its components Kofax Template Designer and Ascent Capture Add-ins for Kofax Business Interaction Server. Additionally, this guide explains how the single components work together to optimize your business processes. Business Interaction Server Configuration Guide v
How to Use This Guide Release Notes Late-breaking product information is available in the release notes. Read them carefully as they contain information that may not be included in other Kofax Business Interaction Server documentation. Training Kofax offers both classroom and computer-based training that will help you make the most of your Kofax Business Interaction Server solution.visit the Kofax Web site at www.kofax.com for complete details about the available training options and schedules in the Services menu. Kofax Technical Support For additional technical information about Kofax products, visit the Kofax Web site at www.kofax.com and select an appropriate option from the Support menu. The Kofax Support pages provide product-specific information, such as current revision levels, the latest drivers and software patches, online documentation and user manuals, updates to product release notes (if any), technical tips, and an extensive searchable knowledgebase. The Kofax Web site also provides information that describes support options for Kofax products. Please review the site for details about the available support options. If you need to contact Kofax Technical Support, please have the following information available: Kofax Business Interaction Server serial number Kofax Business Interaction Server software version Kofax Template Designer software version Operating system and service pack version Network and client configuration Copies of your log files Special/custom configuration or integration information Ascent Capture Add-ins for Kofax Business Interaction Server software version (if installed) Ascent Capture software and service pack version (if installed) Ascent Xtrata Pro software and service pack version (if installed) vi Business Interaction Server Configuration Guide
Chapter 1 Overview Introduction This chapter provides an overview of the topics that are covered by this guide. In addition, it contains information on where Business Interaction Server modules can be configured. This information will help you configure your Business Interaction Server according to your needs. Overview of Topics in this Guide Business Interaction Server is a single server designed to handle real-time information exchange between business processes. In connection with the Ascent Capture Add-ins for Kofax Business Interaction Server, it enables you to handle business processes efficiently by automatically responding to both complete and incomplete customer documents. The Kofax Business Interaction Server Configuration Guide includes the following information: A description of the different modules of Business Interaction Server and their configuration. Data lookup: if you already use databases or LDAP for administering customer data, you can connect Business Interaction Server to your data store and configure it to perform a data lookup whenever additional data is required to complete a business process. Instructions to enable Business Interaction Server to send email and fax messages. Where to Configure Business Interaction Server This section lists the locations where the different Business Interaction Server modules can be configured. Business Interaction Server Configuration Guide 1
Chapter 1 Kofax Administration Console Kofax Administration Console enables administrators to manage Business Interaction Server and configure Business Interaction Server modules. Because Kofax Administration Console is a browser-based application, it can be run from any workstation connected to Business Interaction Server. To configure Business Interaction Server in Kofax Administration Console 1 Do one of the following to open Kofax Administration Console: From the Start menu, select All Programs Kofax Business Interaction Server Kofax Administration Console. Enter http://<server>:<port>/adminconsole or https://<server>:<port>/adminconsole into your internet browser, where <server> is the name of the computer your Business Interaction Server is running on, and <port> is the port used by Business Interaction Server. Note For http, the default port is 8080. If you want to use a secure connection (https), use port 8443. 2 Log on with the username and password of a valid portal user. If you log on for the first time, use the username admin and the password admin. 3 Select the Business Interaction Server tab, where you can modify the following Business Interaction Server modules: Email Conversion Data Connector Fax Connector Configuration Files In default installations, the configuration files of Business Interaction Server are located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin\conf. 2 Business Interaction Server Configuration Guide
Overview The following table lists the Business Interaction Server modules that are configured in configuration files: Table 1-1. Modules Configured in Configuration Files Module TemplateStore DBFieldMapping Configuration File bis_config.xml bis_dbfieldmapping.xml or bis_ldapfieldmapping.xml Business Interaction Server Configuration Guide 3
Chapter 1 4 Business Interaction Server Configuration Guide
Chapter 2 Converting and Storing Templates Introduction This chapter describes the configuration procedures for the two Business Interaction Server modules Conversion and TemplateStore, which you need for converting and storing templates from Kofax Template Designer. It contains information about the functionalities of these two modules and explains their configuration parameters. Conversion This module controls the conversion from RTF or XML-RTF to FO, which in turn can be converted to TIFF or HTML. Thus, the published templates from Kofax Template Designer are converted into fax (TIFF) or email (HTML) format. To configure this module 1 In Kofax Administration Console, select the Business Interaction Server tab. 2 In the Navigator, select Configuration Conversion. The Conversion page appears. Figure 2-1. Conversion Page 3 Specify the path to the temporary directory, to which temporary files are saved during conversion. The default setting for the temporary directory is %TEMP%. Business Interaction Server Configuration Guide 5
Chapter 2 TemplateStore Tip If you want to know the location that is indicated by the variable %TEMP%, enter set into your Windows command line to display your system information. 4 Click Save to save your Conversion settings. This module determines the directory where all published templates are stored. You can configure this module in the configuration file bis_config.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\ avalin\conf. The default configuration is: <TemplateStore> <TemplatesDirectory>.\..\server\avalin\templates</ TemplatesDirectory> </TemplateStore> TemplatesDirectory is the directory where TemplateStore will look for templates. Important TemplatesDirectory is a mandatory parameter that must be specified in order for Business Interaction Server to use the published templates from Kofax Template Designer. Once you have configured TemplatesDirectory, do not change it because Business Interaction Server will not be able to retrieve the templates from the previous directory. 6 Business Interaction Server Configuration Guide
Chapter 3 Configuring Data Lookup Introduction This chapter describes the configuration steps that are necessary in order to make Business Interaction Server perform a data lookup. Business Interaction Server can be connected to the following databases: Microsoft SQL Server 2000 and 2005 Microsoft Access 2003 and 2007 MySQL 5.0 and 5.1 Community Editions PostgreSQL 8.2 Note Your Business Interaction Server setup includes a Microsoft Access sample database and scripts to create sample data for Microsoft SQL, MySQL and PostgreSQL. Additionally, data lookup is also possible in the following LDAP implementations: OpenLDAP Active Directory Service Data lookup is necessary whenever a business process is disrupted due to missing data. If, for example, an incoming document contains only the customer number, Business Interaction Server will browse through the selected customer database and find other essential information like name, address, and fax number. If you are using more than one database or LDAP implementation, you can configure data lookup in all the above mentioned data sources. Data lookup is possible only in one data source at a time, but Business Interaction Server stores the individual configurations so you can switch between the data sources without losing any configuration data. Business Interaction Server Configuration Guide 7
Chapter 3 Using Microsoft Access, Microsoft SQL Server, MySQL, or PostgreSQL This section outlines the necessary steps to successfully perform a data lookup in Microsoft Access, Microsoft SQL Server, MySQL or PostgreSQL. The following lists a few things that you should consider before actually starting to configure the data connector. Considerations for Microsoft Access If you want Business Interaction Server to perform data lookup in your Microsoft Access database, the following prerequisites must be met: For a successful data lookup, make sure your Microsoft Access database is installed on the same computer as Business Interaction Server. Do not use special characters in your databases. In the current JDK version, JDBC-ODBC Bridge does not support Unicode UTF-16. Consequently, data lookup in Microsoft Access databases will fail if fields contain special characters. For more information about this bug see http://bugs.sun.com/ bugdatabase/view_bug.do?bug_id=6345277. Considerations for MySQL If you are using a MySQL database, follow these instructions to make your MySQL Server database ready for data lookup. In order for Business Interaction Server to connect to your MySQL database, install the appropriate JDBC driver. a b c d Download MySQL Connector/J, the official JDBC driver for MySQL, from http://dev.mysql.com/downloads/connector/j/5.1.html. Open the ZIP archive of MySQL Connector/J. Copy and paste mysql-connector-java-<current version>-bin.jar into the Avalin server library of Business Interaction Server, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin\lib. Restart BISService. For a successful data lookup, the SQL mode must be ANSI_QUOTES. The default character set must be UTF-8. 8 Business Interaction Server Configuration Guide
Configuring Data Lookup Considerations for PostgreSQL After the installation of Business Interaction Server, PostgreSQL includes a user with the name postgres and the password postgres. If you want to change the password of this user, follow this procedure. To change the password of the user postgres 1 In the Windows Services panel, stop BISService. 2 In pgadmin III, change the password of the user postgres. Note For more information about user administration in PostgreSQL, refer to the PostgreSQL documentation. 3 In the configuration file postgresql-ds.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin \deploy, insert the new password in the <datasources> section. 4 In the configuration file liferay-ds.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin \deploy, insert the new password in the <datasources> section. 5 Start BISService and verify that your changes are effective. Configuring the Data Connector After you have gone through the above-mentioned considerations, use the following procedure to configure the data connector. To configure data lookup in Microsoft Access, Microsoft SQL Server, MySQL, or PostgreSQL 1 In Kofax Administration Console, select the Business Interaction Server tab. 2 In the Navigator, select Configuration Data Connector. The Data Connector page appears. Business Interaction Server Configuration Guide 9
Chapter 3 Figure 3-1. Data Connector Page with Data Source Type Other than None Note The default source type is None. 3 Do one of the following to access the Data Connector Wizard: If you want to configure the data connector for the first time or your current data source type is None, click Configure data connector. If you want to change your current data connector settings with a data source type other than None, click Modify. Optionally, click Test Connection to verify that the connection to your data source can be established using the current settings. 4 Select the source type and click Next. 5 For Microsoft Access, complete the fields as follows: ODBC data source name: Use the data source name that you have defined for Microsoft Access in the Windows Control Panel Administrative Tools Data Sources (ODBC). User name: Insert the user name of the user performing the data lookup. Password: Insert the password of the user performing the data lookup. 10 Business Interaction Server Configuration Guide
Configuring Data Lookup For Microsoft SQL Server, complete the fields as follows: Host name: The name of your Microsoft SQL Server. Default: localhost. Instance name: The name of the instance containing the database where you want Business Interaction Server to browse for additional data. Port: The port number used by Microsoft SQL Server. Default: 1433. Note Instance name and Port are optional fields, but you need to specify at least one of them. If only the instance name is available, you need SQL Server Browser running as a Windows service on the computer where Microsoft SQL Server is installed. If both fields are filled, the port number will be used to connect to your database. Database name: The name of the database where you want Business Interaction Server to browse for additional data. User name: Insert the user name of the user performing the data lookup. Password: Insert the password of the user performing the data lookup. Important Business Interaction Server will not be able to connect to your Microsoft SQL database if you use the user name and password of a Windows user. For a successful connection to your Microsoft SQL database, always use the credentials of a valid SQL user. For MySQL and PostgreSQL complete the fields as follows: Host name: The name of the computer where your MySQL or PostgreSQL Server is running. Default: localhost. Port: The port number used by the MySQL or PostgreSQL Server. Default: 3306 (MySQL) or 5432 (PostgreSQL). Database name: The name of the database where you want Business Interaction Server to browse for additional data. User name: Insert the user name of the user performing the data lookup. Password: Insert the password of the user performing the data lookup. 6 Click Next. 7 Specify the table or view used for the data lookup. Business Interaction Server Configuration Guide 11
Chapter 3 Note In the list, tables are marked with an initial T and views are marked with an initial V. They are arranged alphabetically, with the tables listed first. 8 Optionally, click Test Connection to verify that the connection to your database can be established and that the selected table or view can be accessed using the current settings. 9 Click Finish. Your changes are saved, and you are returned to the Data Connector page. Using LDAP (OpenLDAP, Active Directory Service) This section outlines the necessary steps to successfully perform a data lookup in your OpenLDAP or Active Directory. To configure data lookup in OpenLDAP or Active Directory 1 In Kofax Administration Console, select the Business Interaction Server tab. 2 In the Navigator, select Configuration Data Connector. The Data Connector page appears. Note The default source type is None. 3 Do one of the following to access the Data Connector Wizard: If you want to configure the data connector for the first time or your current data source type is None, click Configure data connector. If you want to change your current data connector settings with a data source type other than None, click Modify. 4 Select the source type LDAP (OpenLDAP, Active Directory Service) and click Next. 5 Complete the fields as follows: Host name: The name of the computer where your OpenLDAP or Active Directory is running. Default: localhost. 12 Business Interaction Server Configuration Guide
Configuring Data Lookup Port: The port number used by OpenLDAP or Active Directory. Default: 389. Administrator s DN: The administrator's Distinguished Name (e.g. cn=manager,dc=domain,dc=com). Password: The administrator's password. Search root: The location within OpenLDAP or Active Directory where you want Business Interaction Server to browse for additional data (e.g. ou=users,dc=domain,dc=com). Note For more information about OpenLDAP and Active Directory configuration, refer to the documentation provided with each respective product. 6 Optionally, click Test Connection to check if the connection to your data source can be established. 7 Click Finish. Your changes are saved, and you are returned to the Data Connector page. Business Interaction Server Configuration Guide 13
Chapter 3 14 Business Interaction Server Configuration Guide
Chapter 4 Mapping Request Fields to Database or LDAP Fields Introduction This section outlines the necessary steps for mapping request fields to database or LDAP fields. Most probably, field names of existing databases or LDAP applications differ from the request field names defined in Ascent Capture or Ascent Xtrata Pro. Therefore, you can configure Business Interaction Server to map these different field names and thus enable it to process data from your existing data store. Note The field names are case-sensitive. Configuration If you want to map request fields to database or LDAP fields, follow these steps. Make sure you are using all field names correctly. To map request fields to database fields, change the configuration file bis_dbfieldmapping.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin\conf. To map request fields to LDAP fields, change the configuration file bis_ldapfieldmapping.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin\conf. In the following example, the request fields BIS_Firstname and BIS_Lastname are mapped to the database fields ContactFirstName and ContactLastName. Along with a data lookup for the email address, the field mapping configuration would be as follows: Business Interaction Server Configuration Guide 15
Chapter 4 <?xml version="1.0" encoding="utf-8"?> <m:mapping xmlns:m="http://www.dicomgroup.com/avalin/bis/ fieldmapping" xmlns:xsi="http://www.w3.org/2001/xmlschema-instance"> <map> <bisfield name="bis_firstname" type="string"/> <dbfield name="contactfirstname"/> <description>the first name</description> </map> <map> <bisfield name="bis_lastname" type="string"/> <dbfield name="contactlastname"/> </map> <map> <bisfield name="bis_email1" type="string"/> <dbfield name="emailaddress"/> <description>email address</description> </map> </m:mapping> Tip For data lookup in your database, you can limit the number of fields where you want Business Interaction Server to browse for information. Change the SQL Select statement in the corresponding section of the configuration file bis_config.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\avalin\conf, to specify the fields for data lookup. For the example above, change the <SqlQuery> tag in the <DataLookup> section to <SqlQuery>SELECT ContactFirstName, ContactLastName, emailaddress FROM </SqlQuery>. Supported Data Types The following lists the SQL data types that are supported by Business Interaction Server for field mapping configuration: Table 4-1. Supported Data Types Data Type Date Description Represents the date 16 Business Interaction Server Configuration Guide
Mapping Request Fields to Database or LDAP Fields Table 4-1. Supported Data Types Data Type Decimal Double Float Integer Short String Time Timestamp Description Exact-number data type with fixed scale (12 bytes). Numbers are rounded off to two decimal places. Approximate-number data type representing a doubleprecision floating-point number (8 bytes). Numbers are rounded off to two decimal places. Approximate-number data type used for numeric data with floating point (4 bytes). Numbers are rounded off to two decimal places. Exact-number data type used for integer data (4 bytes) Exact-number data type used for integer data but smaller than the data type Integer (2 bytes) Represents a variable number of characters Represents the time of the day Represents the date and the time of the day Note The data types are case-sensitive. Business Interaction Server Configuration Guide 17
Chapter 4 18 Business Interaction Server Configuration Guide
Chapter 5 Sending Email Confirmations and Notifications Introduction Business Interaction Server can be configured to send email confirmations and notifications indicating either that a complete customer document has been received or that some additional action on the customer s part is required, for example providing information that is missing in the original customer document. For security purposes, you can enable SMTP authentication so that Business Interaction Server has to authenticate at the email server. This chapter outlines the necessary steps to configure the send email functionality of Business Interaction Server and thus to easily respond to customer documents with email confirmations and notifications. Configuration Use the following procedure to configure the send email functionality of Business Interaction Server. To configure Business Interaction Server to send email confirmations and notifications 1 In Kofax Administration Console, select the Business Interaction Server tab. 2 In the Navigator, select Configuration Email. The Email page appears. Business Interaction Server Configuration Guide 19
Chapter 5 Figure 5-1. Email Page 3 Complete the fields as follows: SMTP server: The email server that is used for sending emails. Default: localhost. SMTP port: The port number used by the server for sending emails. Default: 25. Originator address: The email address of the originator. Subject: The subject of the email sent by Business Interaction Server. You can also specify the subject on a per-template basis in Kofax Template Designer, which will then overrule the subject defined in Kofax Administration Console. User name: The name of the user that logs on to the SMTP server. Password: The password of the user that logs on to the SMTP server. 4 Optionally, click Test Connection to verify that the connection to your email server can be established. 5 Click Save to save your Email settings. 20 Business Interaction Server Configuration Guide
Chapter 6 Sending Fax Confirmations and Notifications Introduction This chapter describes the procedure to enable Business Interaction Server to send fax confirmations and notifications. It includes the necessary steps to connect Business Interaction Server to TOPCALL fax server or Captaris RightFax server. Your Kofax Business Interaction Server installation includes the following fax connectors: TOPCALL Web Services (TWS), which connects Business Interaction Server to your TOPCALL server. RightFax Web Services (RWS), which connects Business Interaction Server to your Captaris RightFax server. Business Interaction Server can be configured to use both TWS and RWS. You can only use one fax connector at a time, but Business Interaction Server stores the two configurations separately so you can switch between the two fax connectors without losing any configuration data. For further information about TOPCALL or RightFax servers, see the documentation provided with each respective product. Configuration Make sure your fax server is running properly before you continue with the following procedure. To configure the fax connector 1 In Kofax Administration Console, select the Business Interaction Server tab. Business Interaction Server Configuration Guide 21
Chapter 6 2 In the Navigator, select Configuration Fax Connector. The Fax Connector page appears. Figure 6-1. Fax Connector Page with Fax Connector Type Other than None Note The default fax connector type is None. 3 Do one of the following to access the Fax Connector Wizard: If you want to configure the fax connector for the first time or your current fax connector type is None, click Configure fax connector. If you want to change your current fax connector settings with a fax connector type other than None, click Modify. Optionally, click Test Connection to verify that the connection to your fax server can be established using the current settings. 4 Select your fax connector type and click Next. 22 Business Interaction Server Configuration Guide
Sending Fax Confirmations and Notifications 5 Complete the fields as follows: Fax server name: The name of your TOPCALL or Captaris RightFax server. User name: The name of the user that is used for accessing the fax server. Password: The password of the user that is used for accessing the fax server. 6 Click Next. 7 Specify the advanced fax connector settings. The advanced settings for TOPCALL Web Services are: TWS server name: The name of the computer where TWS is running. Default: localhost. TWS port: The port number used by TWS. Default: 25082. Send service: must match the name of the fax send service you have defined on your TOPCALL server, e.g. FAX (default), FXI, etc. Originator fax number: if specified, the originator fax number will be indicated in the fax header. Originator name: if specified, the originator name will be indicated in the fax header. Codepage: Must match the codepage configured on your TOPCALL server. Default: TCOSS code page 0. The advanced settings for RightFax Web Services are: RWS server name: The name of the computer where RWS is running. Default: localhost. RWS port: The port number used by RWS. Default: 25084. Important To change your TWS or RWS port, you must also modify the enhanced TWS or RWS configuration form. Follow the procedure described in the next section. 8 Optionally, click Test Connection to verify that the connection to your fax server can be established. Business Interaction Server Configuration Guide 23
Chapter 6 9 Click Finish. Your changes are saved, and you are returned to the Fax Connector page. Changing TWS and RWS Ports If the default ports of TWS and RWS are already used by other applications in your system, you can change the fax connector port. To change the TWS or RWS port 1 In Kofax Administration Console, go through the Fax Connector Wizard to change the TWS or RWS port as outlined in the previous procedure. 2 Run the configuration batch file Configure.bat, usually located in C:\Program Files\Kofax\Business Interaction Server\Fax Connector\TWS\00 or, for RightFax connector, in C:\Program Files\Kofax\Business Interaction Server\Fax Connector\RWS\00. The enhanced TWS or RWS configuration form appears. 3 Specify the port you want to use for TWS or RWS in the TcpPort field. 4 Click Save to save your changes and close the enhanced TWS or RWS configuration form. 5 In the Windows Services panel, restart TOPCALL Web Services to make changes of the TWS port effective. For changes of the RWS port, restart Kofax RightFax Connector. Note The enhanced TWS and RWS configuration forms contain several other parameters which are not essential for a successful connection to your fax server and therefore can be ignored. 24 Business Interaction Server Configuration Guide
Appendix A Ports Used by Business Interaction Server Introduction This section lists the ports used by Business Interaction Server. This information might become useful especially when your Business Interaction Server does not start or work properly. In this case, make sure that the ports listed in this section are not used by any other applications before you take further troubleshooting actions. Ports Used by Business Interaction Server The list of used ports provided in this section applies to standard installations. You can reconfigure the ports with the caveat that this might cause your Business Interaction Server to stop working properly. To obtain a list of the local active addresses in numerical IP address form, enter netstat -a -n into your Windows command line. The following ports are used by Business Interaction Server: Table A-1. Used Ports Port Number Port Name 135 RightFax port 161 SNMP trap port 1098 RMI port 1099 RMI port 3528 OA port 4444 RMI object port Business Interaction Server Configuration Guide 25
Appendix A Table A-1. Used Ports Port Number Port Name 4445 Server bind port 8009 AJP port 8030 MBean server port 8080 HTTP port 8083 Web service port 8093 Server bind port 25082 TWS port 25084 RWS port 64508 TOPCALL port Note RWS also uses RPC standard ports to connect to Captaris RightFax server. For more information on RPC port configuration, refer to http://support.microsoft.com/kb/154596/en-us/. 26 Business Interaction Server Configuration Guide
Index C Configuration files, location, 2 Conversion configuration procedure, 5 description, 5 D Data lookup description, 7 LDAP, 12 Microsoft Access, 8 Microsoft SQL Server, 8 MySQL, 8 PostgreSQL, 8 Data types, supported, 16 F Fax connectors RightFax Web Services, 21 TOPCALL Web Services, 21 Fax servers, supported, 21 Field mapping configuration procedure, 15 description, 15 K Kofax Administration Console description, 2 starting, 2 URL, 2 M Modules configured in configuration files, 3 configured in Kofax Administration Console, 2 P Ports used by Business Interaction Server, 25 R Related documentation, v Release Notes, vi RightFax Web Services (RWS), 21 RPC standard ports, 26 S Sending email confirmations and notifications, configuration procedure, 19 Sending fax confirmations and notifications, configuration procedure, 21 SQL servers, supported, 7 T Technical support, vi TemplatesDirectory, 6 TemplateStore, 6 TOPCALL Web Services (TWS), 21 L LDAP, supported implementations, 7 Business Interaction Server Configuration Guide 27
Index 28 Business Interaction Server Configuration Guide