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1. 6 Now simply press the Uninstall Service button to start the uninstall process A warning will show like So Toolbox E The Service will now be Uninstalled Make certain that there are no Pervasive applications running or press the cancel option meei 7 Once the uninstall is complete you will get a message like so WCE asService x 4 Service Uninstalled Pre Load Added to Startup 8 Press the exit button to close this window That s it The Pervasive Workgroup Service is now uninstalled 2013 DocuData Software Corporation Technical Guide 121 4 1 5 Performance Monitoring Introduction For a majority of users the Pervasive PSQL performs without the supervision of a database administrator or IT staff however there are the occasional users who like to perform checkups or monitor the health of their database and operating system on an as needed or scheduled basis With the Microsoft Performance Monitor PERFMON users are able to quickly monitor the application and detect key areas requiring further examination and tuning to ensure optimal application performance Using this utility it is extremely easy to identify key application performance areas and identify the additional tuning or optimization that may be required of the database This white paper focuses on extending the monitoring of the database process for Server NTDBSMGR or Workgroup W3DBSMGR engines in an Microsoft Windows environment
2. Confirm YD There are 1 active sessions Continue Note If you answer Yes to this dialog box you will kick out any user from their session and they will have to retry the operations they were trying to make when they got kicked out When the install is complete you will get a window telling you so Deploy ActiveWeb Start Tomcat RPC Server Q Application docudata Direct access Total control Options Images Deploy The deployment of ActiveWeb completed successfully Finish At this point you can simply browse to your ActiveWeb installation to verify that you can login successfully This completes the ActiveWeb installation via the Deploy Wizard If you have any questions please contact support docudatasoft com 2013 DocuData Software Corporation 22 EDC Client 5 10 Technical Manual 2 3 9 6 Running ActiveWeb in a Web Browser Once the EDC Client RPC server Java JRE and Tomcat servet container are installed configured and started the ActiveWeb web interface can be accessed via a web browser If Tomcat is executing on the same computer as the web browser the ActiveWeb application can be access via the following URL http localhost 8080 activeweb If communication is properly established with the EDC Client RPC server the following login page will appear EDC Web Client Mozilla Firefox OF x File Edit view Go Bookmarks Tools Help Q lt a gt gt amp 3 A E http 1
3. 1 Use the free redirector plug in provided by the Apache Software Foundation 2 Use a commercial plug in from a software vendor There is 2 common ways to install Tomcat as an IIS plug in 1 Use the free redirector plug in provided by the Apache Software Foundation 8s 2 Use a commercial plug in from a software vendorl 8 Use the free redirector plug in provided by the Apache Software Foundation 1 Download isapi_redirect msi install file from the following link ftp docudatasoft com common Misc isapi_redirect msi 2 Ensure that the IIS Admin service is running Run isapi_redirect msi with the default options 3 Open Internet Services Manager or Internet Information Services from the Administrative tools section of the Control panel 4 Ensure that a virtual folder by the name of jakarta exists If not create a new Virtual directory Alias jakarta Directory C Program Files Apache Software Foundation Jakarta Isapi Redirector bin Rights Read Run scripts Execute 6 Open the properties of the web site which might be called Default Web Site 7 Add an ISAPI Filter Name Jakarta Executable C Program Files Apache Software Foundation Jakarta Isapi Redirector bin isapi_redirect dll 8 Using a text editor open 2013 DocuData Software Corporation s EDC Client 5 10 Technical Manual C Program Files Apache Software Foundation Jakarta Isapi Redirector conf uriworkermap properties and add the fo
4. Avg Disk Queue Length and Processor Time are all pre configured and actively monitoring your system Now we will add the counters that we want to track in addition to these default counters 1 In the left window pane expand Performance Logs and Alerts and then click on Counter logs You will see System Overview appear in the right window pane 2 Right click in the window pane on the right side and select New Log Settings 3 We will name the new log PSQL for this demonstration but you may give it any name you want 4 After you click OK for the name you have given to your new log setting you will see a window like this 2013 DocuData Software Corporation Technical Guide 123 ax General Log Files Schedue Current log file name PertLogs PSQL 000001 b This log begins immediately alter you apply changes Counters Add Objects Add Counters Remove Run g lt Detaut gt Set Password Cee 5 Click the Add Counters button 6 Change the Performance object to Process by selecting it from the drop down list 7 On the bottom right hand side of the window click next to Select instances from list and choose ntdosmgr for the Pervasive Server Engine or w3dbsmgr for the Pervasive Workgroup Engine 8 On the bottom left hand side of the window click next to Select counters from list 9 Hold d
5. For users interested in monitoring the health and performance of the database Pervasive utilizes the Windows PERFMON to keep track of key counters and functions that interoperate between the MicroKernal Database Engine MKDE and the Operating System Regardless of the application access methods Btrieve OLEDB ADO NET ODBC etc all actions are recorded by the MKDE and captured within the PERFMON logs to report reliable and accurate states Counter Configuration In order to properly monitor or troubleshoot your system users are able to conigure the Microsoft PERFMON to record key areas of the Pervasive PSQL Microkernal Engine activity Performance analysis using Microsofts PERFMON will help you to better understand which areas could be effecting your performance Pervasive recommends monitoring the following items e Handle Count The total number of handles currently open by this process This number is equal to the sum of the handles currently open by each thread in this process e Private Bytes The current size in bytes of memory that this process has allocated that cannot be shared with other processes Thread Count The number of threads currently active in this process Every running process has at least one thread e Virtual Bytes Virtual Bytes is the current size in bytes of the virtual address space the process is using e Virtual Bytes Peak Virtual Bytes Peak is the maximum size in byt
6. 1 Conventions used in this MANUAL c ccccecsecscnscececeeceseeeesaecueuseeseeuecseueeeaeeuseeseeaeaesussesanaess 7 Part Il Install Guide 8 T Architec Oaai AE cae ee rece AEAEE eat Se vecet deed EE ade ae deee 8 2 System REQuireMe tS cc ccccescececcescecedcaseececdaseesedded eerveeauecevcedueeenddadecsvucausrsvddedseseeucuerereeatys 9 3 Installation ProC Qures c csccscsceecsscececcecucusceeeenecusueeeecucuseesaeaecaseueusaeguseeeeaeaegesseeenaegagaes Standalone ClientIns taller a r a ead ceded a a r raa a Aa e Aara eaa tes gudt ecceateeaneceenseessenaceuede ClientiInstallet sonia anae aoaaa aea aa E naaa e i ea E aaa daa ea aa aAA Naaa Quick Installation of Client Installer ec eecesseeeeeeneeeeeeeeeeeeeeeeeeesseeseeeeaeseaeseaeeaessaesaeseaesseesaeesaeeeaeeeaeeeaeeae How Client Installation Process Works Firew all Settings for Installation eeceeeeeeeeseeeeeeeeeeeeeeeeeeeeeaeeeaeceaeeeaeeaeeaeseesaeeseesaeeeaeseaeeeaeeeeeseeeeeeeseneeeeeea Running Client Installer csc ia alata ha oi a a ee erae Obtaining a Permanent L O OSO a ae a e a r A AA aaaea aa raae Ea a AE o SETA stalling Replication as a an EE ERA tes suites su E A EA AEE A Installing the Image Server eee ceceeeeeeeeeeeeeeneeeeeeeeeeeeeeeeesseeeaeeeaeeeaeeeaeeaeeeaeceeeaeesaeesaeseaeeeaeseaeseaeeneeseeeseeeseeeeeeeee Configuration of EDC Client i sistas eine All coh ee ae oe ee Database Server s Data Source Name ic ic ccetcesccdcesseckesetsecace
7. SMTP Address SMTP User Name james recordcenter biz SMTP Password Documents Directory CAEDC CLIUENTDATAEDM You can use relative or absolute paths here it doesn t matter The port 11001 is the default one as well and shouldn t be changed unless you really have to That concludes the section on Imaging 2013 DocuData Software Corporation 136 EDC Client 5 10 Technical Manual 4 6 Printing There is 2 different type of printing in EDC Client Labels and Reports printing Reports Printin When printing reports EDC Client uses the default printer installed on your Windows machine Here a screenshot to illustrate Control Panel gt Settings Network and Dial up Connections gt Search gt El Printers d 2 Add Printer p 2 Help A Taskbar amp Start Menu lt printer on DDMTLDOCO1 8 is Q PDFCreator y Run Gf Adobe PDF G amp hp photosmart 1215 series Log Off erickp z Cy Shut Down So in the example here it shows that my reports will be printed on my printer on DDMTLDCO1 printer because it is the one set as my default printer Any printer in this list could have been equally suitable for the job including the PDF generators EDC Client internally uses ODBC drivers to achieve this report printing business That is why when EDC Client is installed the installation process automatically creates a DSN entry in your computer like such 2013 DocuData Software Corpo
8. With laser printers Note If you want to use either thermal printers through windows printer drivers or laser printers you have to also edit the label templates for proper operations Printing through thermal printers via the serial interface is the only mode in which you don t have to and or can t edit labels In other words if you need to customize labels you can t use the serial interface Thermal Printers To configure EDC Client to use a thermal printer you need to modify the dc cfg file usually located in the bin folder of your installation Although this file is editable with a regular text editor most users usually prefer to use the EDC Setup utility dcsetp32 exe also found under the bin directory Once opened it looks something like this 2013 DocuData Software Corporation Technical Guide EDC Setup 1 81 Database directory Update directory AUPDATE Temporary file directory f ATEMP C Direct Serial Printer Label Printer Datamax Prodigy Max i Bort M High Speed Printer IP 127 0 0 1 IP Port VVindows Printer Driver Printer Name ddmtldeO1 printer Wand Port com2 Building VH l Keep Open After Logout Jf Ok X Cancel From here you can choose either Direct Serial Printer or Windows Printer Driver You would choose Windows Printer Driver if your printer came with a windows driver and was installed on your machine like any other regular printer wou
9. communicates on yes or no default value is no No other values needed Path to Image directory Note that this parameter has no delimiter between itself and its value Here s a usage example setimagedirectoryC i mages Path to main EDM directory Note that this parameter has no delimiter between itself and its value Here s a usage example setedmdirectoryC ed m Path to User s work directory The User s system number from the RC side needs to be included as well Usage example setuserworkdirectory user system Path to work directory Technical Guide edcrpc exe This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Used to connect edcclrpc exe to edcrpc exe This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Use this option to create a new empty dc cfg file Usage is like so dcsetp32 exe new This option is used only if you want to override the image directory setting from the system information module This is rarely used This option is used only if you want to override the EDM directory setting from the system information module This is rarely used This option is usually used to override the user s working directory set in the Authorized User module Rarely used edcclrpc exe dcsetp32 exe docu32 exe remo32 exe remo32 exe remo32 exe Path to impor
10. EDC Client 5 10 Technical Manual 4 4 EDC Client Services Please refer to the section entitled Installing EDC Client Services 61 of the Install Guide for an explanation of all EDC Client services 2013 DocuData Software Corporation Technical Guide 135 4 5 Imaging The imaging module of EDC Client is used to store associate digital images with EDC files not boxes You can get images into EDC either by scanning or importing them You access the imaging module in 2 places File module you go to the File gt Images menu Box and File Maintenance module you go to the File gt Import Images menu All the imaging functions of EDC Client require the Image Server to be up and running in order to work Usually in a normal installation the Image Server is always installed as a service and so you don t need to start it manually but in case you need to start it manually the file to execute is called imgser32 exe and is located in the bin folder of your installation By default the images are stored in the images folder inside the data folder of your installation The imaging settings in EDC Client are located in the system information module Here s a screenshot of those settings Imaging E CAEDC CLIENTIDATAIIMAGES Local archive 0 On Removable Disks o Encryption type Strong m Cache Size f1000 Mininum period in cache fon 15 Maximum image size bytes 1000000 Image Server 192 168 1 15 Port fi 1001
11. Q docudafla Direct access Total control EDC Client 5 10 Technical Manual 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual 2013 DocuData Software Corporation All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for anyloss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed March 2013 in Montreal QC Canada Publisher DocuData Software Corporation Managing Editor Joel Brazeau Technical Editors Erick Paquin Cover Designer Erick Paquin Team Coordinator Joel Brazeau Production DocuData Software Corporation Contents 3 Table of Contents Part Introduction 6
12. CP client 16 bit Pervasive Kra Pervasive SQL F Local Client Engines g supportO1 anonyr E RE Databases Properties Pervasive 8 Control Center Here s the server settings that you can change The settings will be described from top to bottom as seen in the picture above From Access to Application characteristics Communication protocols e Enable Auto Reconnect On This setting specifies whether you want the client to attempt to auto reconnect during a network outage e Supported protocols TCP only if using TCP of course This setting specifies the protocols on which the database engine listens for client connections If more than one protocol is specified the database engine listens on all specified protocols and slows down the initial connection time When the first protocol succeeds that protocol is used for the remainder of the session Performance Tuning e Use cache engine On This setting specifies whether the client cache should be used If this setting is Off then the client caches single records in a relatively small fixed size cache on the client workstation If this setting is On then the client uses the client cache engine if it is loaded in memory If the client cache engine is not loaded this setting has no effect The client cache is similar in many ways to the Workgroup engine By default it auto loads into memory w
13. French file depending on your language The transfer process will begin and the program will automatically start after the transfer If transferring via the cradle when used with EDC the dip switches below the cradle must be set as follows 1 ON 2 OFF 3 OFF 4 ON 5 ON 6 OFF 2013 DocuData Software Corporation Technical Guide Note If the PDT needs to be restarted the 0 7 PW boot sequence can be applied and the Restart option may be selected Your PDT should now be programmed You can now jump directly to the section on how to connect your PDTI ise Symbol PDT 3100 If you don t have it already download the PDT3100 package from ftp docudatasoft com record_center PDT Symbol3100 PDT3100 zip and unzip it to a place convenient for you Preparing the PDT 1 Turn the PDT off 2 For the 35 key PDT press and hold the SHIFT and BK SP keys simultaneously For the 46 key PDT press and hold the F and I keys simultaneously 3 Press and release the PWR key 4 Release other keys 5 The PDT boots in command mode 6 Ensure the PDT is in the cradle 7 Select Program loader with the up arrow and confirm 8 Set the communication parameters to 19200 7 data bits Odd parity Xon Xoff flow control 9 Press ENTER to prepare the PDT to receive the firmware On the PC 1 Edit the SendHex bat from the zip file you downloaded earlier on and make sure the last parameter on the line is the COM port number
14. System Information File Edit Report Help Edit Ctrl E Delivery Notes Delivery Exclusion List Route templates Client software trial email Noise words Label Templates Slave Record Centers Master record center passwords Unlock Operation Image Directory Refer to the EDC Client User s Guide if you need an explanation on how to modify the labels If you choose Direct Serial Printer here s what you first get 2013 DocuData Software Corporation 12 EDC Client 5 10 Technical Manual EDC Setup 1 81 j Database directory DATA Update directory UPDATE Temporary file directory _ATEMP Direct Serial Printer z Port COoM2 gt Datamax Prodigy Max M High Speed Label Printer Printer IP Wand Port com2 Building vH M Keep Open After Logout Jf Ok X Cancel If you open the Label Printer drop down field you see the list of supported printers like so 2013 DocuData Software Corporation Technical Guide EDC Setup 1 81 Database directory DATA Update directory UPDATE Temporary file directory f ATEMP Direct Serial Printer Label Printer Datamax Prodigy Max Port com2 Datamax Prodigy Max Printer IP Intermec 3400 IP Port Remote Printer C Windows Printer U7ebra 74MPlus Printer Name ddmtidc01 Wand Port Com2 Building VH l Keep Open After Logout lt Ok
15. X Cancel If you thermal printer is connected directly to your server you can choose of the 4 models shown in the list Remote Printer is NOT one of them we ll talk about this next Then you have to choose the COM port on which it is connected to Then just underneath the printer drop down list refer to the 2nd picture up there is an option called High Speed which you can select to make your printer print faster Note that this setting is only available for the printers that support it The best thing to do here is simply to enable it If it s available on your printer you ll see a difference in speed and if it s not then you won t Either way it doesn t harm anything to put it on so just enable it If on the other hand your printer is located on another machine on a network then you have to choose the Remote Printer in the drop down list and enter the printer s IP address amp port number in the appropriate fields like so the high speed option applies the same here 2013 DocuData Software Corporation m EDC Client 5 10 Technical Manual EDC Setup 1 81 a Database directory DATA Update directory UPDATE Temporary file directory _ATEMP Direct Serial Printer Remote Printer M High Speed Printer IP 127 0 0 1 IP Port 12077 C Windows Printer Driver Label Printer Wand Port com2 Building VH M Keep Open After Logout lt Ok X Cancel The port number 12077
16. default value is no IP Address or URL of machine running edcrpc exe Port number that edcrpc exe Indicates whether or not SSL encryption will be used to communicate with the executable Defines the number of minutes between replications Defines at what time the replication process should start every day Defines at what time the replication process should stop every day Dictates if the application will be indexing or not the modified information from the box and file modules for full text searches Dictates if the application will be indexing or not the newly added order recipients for the auto fill ordering feature When set to yes this option locks the database DDF files hides some tables in the db This parameter is usually used after a troubleshooting session that needed to have some tables unlocked for the troubleshooting process Used to connect edcclrpc exe to edcrpc exe This option is needed by the executable ONLY if the edcrpc exe is not located on the same machine Used to connect edcclrpc exe to 2013 DocuData Software Corporation edcrpc exe edcclrpc exe replicator exe replicator exe replicator exe replicator exe docu32 exe remo32 exe docu32 exe remo32 exe docu32 exe remo32 exe edcclrpc exe edcclrpc exe rcrpcssl setimagedirectory setedmdirectory setuserworkdirectory importdescfile 2013 DocuData Software Corporation
17. 2 3 5 Installing and Testing the Image Server The following sections will guide you through the installation and testing of the image server which allows for access and storage of digital versions of documents found in the File module 2 3 5 1 Selecting a computer for the Image Server The first step in installing the image server is selecting the server that will run the image server for the customer site The Image Server requires higher bandwidth than replication because it performs image file transfers It is recommended that this server is one that is not regularly restarted or shut down The server must have Pervasive SQL installed to access the database Usually the EDC database server is chosen to run the image server 2 3 5 2 EDC Client Image Server Configuration Since there is only one image server process running for the customer site each copy of EDC Client must be aware of its location This information is stored in the database and is set from System Information module as shown in the following screenshot Imaging Image Directory CAEDC CUENTIDATAIMAGES Local archive 0 On Removable Disks o Encryption type Strong Cache Size fi 000 Mininum period in cache foo 15 Maximum image size bytes fi 000000 Image Server 192 168 1 15 Port fi 1001 SMTP Address SMTP User Name james recordcenter biz SMTP Password CEEE E CAEDC CLIENTIDATA EDM Image Directory Location for internal storage of images Can only be modifie
18. Corporation 96 EDC Client 5 10 Technical Manual EDC installation for electronic documents 1 11 Connection ee docudata Direct access Total control ActiveVVeb Installation End Configuring software 9 Once the installation is complete you will get a window like this 2013 DocuData Software Corporation Install Guide EDC installation for electronic documents 1 11 Start License Connection Q aie docudata Direct access Total control ActiveVVeb Installation Eni Thank you for installing EDC for your electronic documents Finish 10 Once you click Finish the EDC Local Service icon will appear as a tray application like so 11 45 4M Note There is also some settings in the system information and authorized user modules that first need to be setup before EDM can be used Please refer to the Important Note s section of the Configuraton of EDC Client page for more information The Electronic Document Management configuration is now complete and ready to use You can download the EDC Client Quick Start Guide from ftp docudatasoft com client manuals english to have a quick overview of how to use EDM 2013 DocuData Software Corporation 9 EDC Client 5 10 Technical Manual 2 3 11 EDC Viewer Configuration EDC Client now has a multi document viewer EDCView built into the software that you can use if you wish Note This multi document viewer is o
19. Corporation EDC Client 5 10 Technical Manual 2 3 9 4 Configuring the EDC Client RPC Server The ActiveWeb JSP application will communicate with the EDC software using the EDC Client remote procedure call RPC server This server process is executed using the EdcClRpc EXE file Executing as a regular process By default if it is executed without any command line parameters it will listen on TCP port 11004 To run the server on a different port the following can be used EdcCIRpc Exe PortNo 14000 The parameters are not case sensitive Executing as a service To install as a service the following command must be used EdcClRpc exe install PortNo 14000 CfgFile C EDC Bin Dc cfg By default the name of the service in the Service Manager is EDC_Client_RPC A different service name may be specified using EdcClRpc exe install SericeName EDC_Client_RPC_1 PortNo 14000 CfgFile C EDC Bin Dc cfg To uninstall the previously installed service EdcClRpc exe uninstall SericeName EDC_Client_RPC_1 The ServiceName parameter is required with the uninstall command if it was specified during the install command 2013 DocuData Software Corporation Install Guide 2 3 9 5 Installing ActiveWeb via the Deploy Wizard Since version 5 10 21 EDC Client has a Deploy Wizard to help you deploy ActiveWeb on your web server This deploy method is the preferred way to install and or update ActiveWeb If you update ActiveWeb in any other way you
20. Fastfat RE Type Fax ab DependOnService a Edit String hl E Fde Fips Value name 4 ail DependOnService CI Flashpnt C Fipydisk Value data C Fltmgr Pervasive WGE Fs_Rec FF Ftdisk Cancel G gameenum GhostStartService H GhPciScan D 6 E EEE E j HE A A The value you need to put in the Value data field is the name of the service as shown in the service s 2013 DocuData Software Corporation Install Guide e properties like so Pervasive SQL Workgroup Engine Properties Local Computer jLegOn Recovery Dependencies Pervasive SQL Workgroup Engine We re done with setting the pervasive dependency Once this is done you will see the dependency in the dependencies tab of your EDC service like so 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual EDC RPC Properties Local Computer Pervasive SOL Workgroup Engine l hese services depend of EVEL Fi 9 The last thing to do now is set the service s restart options in case something goes wrong at the startup of the computer To do this we go to the recovery tab of the EDC service and set the first and second failure options to Restart the Service like so 2013 DocuData Software Corporation Install Guide EDC RPC Properties Local Computer Bur fe aie BIGWSE Lommeandg line parameters El Append fail coun
21. For Pervasive 8 x http www pervasive com library docs psal 910 usrquide usrquide 04 01 html For Pervasive 9 x Pervasive also contains other utility programs to help you manage other aspects of the database These utilities are Function Executor License Administrator Maintenance Monitor Rebuild Pervasive System Analyzer ODBC Administrator Refer to your Pervasive documentation for the use of these utilities 2013 DocuData Software Corporation Technical Guide 109 4 1 2 Differences Between Engine Types and Pervasive Versions Differences between the server and workgroup engine in version 9 of Pervasive Platforms The NetWare and Linux engines are server engines only Our Windows server engine and the Workgroup engine require a Windows 32 bit platform User Interface While the Windows server engine runs as a service the Workgroup engine is started as a regular process that has a tray icon for an interface It must be put into the startup folder if there is local data to be shared Network Connections The Windows server engine can use Named Pipes for operating system level file security and establishing connections Since Windows 98 ME does not allow the creation of named pipes the workgroup engine uses NetBIOS as a connection protocol Authentication and Btrieve Security Policies The server engine enforces file permissions set up in the operating system The Workgroup engine does not authenticate us
22. Management Configuration 90 9 Either restart your computer or just the services process of EDC and Tomcat depending on your situation You probably won t want to restart your whole computer if you have other applications running 2013 DocuData Software Corporation Update Guide 103 on it that have users connected to For example a web server If you only need to restart the processes of EDC Client in the event that you don t have them installed as services here s the executable names you should be looking for inside the bin folder of your installation EdcCLRpc exe for EDM amp ActiveWeb ImgSer32 exe if using imaging replicator exe if using the new replication EdcReq32 exe and edcreqip exe if using the old replication 10 Test your new update by starting EDC Client and running ActiveWeb Hopefully everything went smooth and well for you and you didn t have any problems However if you did have some problems don t hesitate to contact us straight away by telephone at 1 866 789 2789 for North American customers 514 789 2789 for customers outside North America or by email at support docudatasoft com 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual 3 2 Updating ActiveWeb The update method for ActiveWeb is the same as for installing it so please refer to the section Installing ActiveWeb via the Deploy Wizard 731 earlier in this manual 2013 DocuData Software Corporation U
23. Server in the Startup Group 5 and Running the Image Server as a Servcel 5 for more information 2013 DocuData Software Corporation so EDC Client 5 10 Technical Manual 2 3 5 5 Testing the Image Server The easiest way to test the image server is to try accessing the image server scanning or importing an image file representing a document in the File module and using optical character recognition OCR on it The steps are outlined below Note that once an image is added to a file it cannot be removed Ifa test fails at any given step see the sub steps to find possible causes 1 Look for a test file in the File module Go to File gt Images The imaging dialog should appear a Ensure that mgSer32 exe is running and was restarted after any modification to the System Information module or configuration file Replicator can be restarted b Ensure that the image server settings are correct in System Information More information on this can be found in the section EDC Client Image Server Configuration 581 c Try telnetting to the address and port specified as in the Imaging section of System Information If this fails there could be a firewall issue 2 Scan or import an image file into the Image Server 3 Perform optical character recognition OCR from the imaging dialog a Ensure that the scan is of at least 200 pixels per inch ppi It is recommended to use 240 or 300 ppi b If the OCR still fails try
24. This is the COM server that integrates with Microsoft Outlook 2000 and later The EdcLocalService Exe application must be available from the local workstation where Outlook is installed Installation procedure This concludes the section on EDCView Happy Viewing 2013 DocuData Software Corporation Install Guide 101 3 Update Guide This section will show you how to update an already working version of EDC Client Three different updates have to be performed e EDC ClienthoA e ActiveWebI 104 e PDT Just follow the pertinent links above for instructions 2013 DocuData Software Corporation 12 EDC Client 5 10 Technical Manual 3 1 Updating EDC Client This section will guide you in the update process of EDC Client It is of utmost importance that you read this section thoroughly before attempting an update of EDC Client Failure to do so can result in unpredictable behavior of EDC Client or worst could irreparably damage your current installation and or data STEPS YOU NEED TO DO BEFORE STARTING THE UPDATE PROCESS 1 Download the update file zip file if you don t have it already Here is the link ftp docudatasoft com client update 2 Make sure you have a recent and functioning backup of you whole EDC Client installation including the data if on a different server 3 Make sure no workstations are running EDC Client 4 Close all EDC services and or processes running HOW TO PERFORM THE UP
25. a password like so Password Mot de passe x Supervisor 1 Jf OK X Cancel The initial password for the supervisor account is mainkey so use this to login this first time 13 Once logged in the main screen of EDC Client will open like so 2013 DocuData Software Corporation Install Guide 19 EDC O x File Help Customer Management Orders J Select That s it EDC Client in standalone mode is now installed Congratulations 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual 2 3 2 Client Installer Client Installer is a wizard type installation software to install EDC Client on the server that will act as the database server This section explains how to deploy the EDC Client software with the Client Installer The Client Installer is an advanced distributed installation program which installs the EDC Client software for the client of a record center It requires little setup time at the record center and has the advantage of being a small online installation file In short the Client Installer performs the following action Downloads necessary files from the record center Installs a DBMS called Pervasive SQL if needed Installs the EDC Client software Obtains the client s data from its record center Obtains a trial license from DocuData The Client Installer is a standalone executable which does not depend on any external DLL ActiveX control or any r
26. ae eeae ee nn nnmnnn mnnn nnnn nnmnnn nnen 171 15 Default Port NUMDEIS 0 ccceesceceeecenneeceeeceneeeceaaecceeneenaeeceassennenceaaeeceeeennneeeeansseneeeenaeees 175 16 Uninstalling EDC Client cceececeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeaeeeseeeeeeeseeeseeess 176 17 EDC Client Component Listing cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeneeseeeeeeeseeeaeeeseeeeeeeseeeseeees 177 18 Troubleshooting sarerea ten cecdauseeeddauseceddeuessteccuencvadauseeeddaassevddauers eectueceecauss 179 2013 DocuData Software Corporation 6 EDC Client 5 10 Technical Manual 1 Introduction Welcome to all EDC Client users The purpose of this manual is to serve both as a guide for installing EDC Client and as a technical reference for all technical aspects of EDC Client The install part will show you everything you need to know for setting up EDC Client from scratch The technical part is more of a reference for the many different components modules of EDC Client This part can be quite useful for the more technically inclined personnel who need to understand more in depth a specific part of EDC Client Who should read this This manual is NOT a User s Guide lf this is what you were looking for you can find it at ftp docudatasoft com client manuals and hence will not show you how to use the day to day functions that most record center employees would use in order to do their work It is meant t
27. are also compatible with the O Neil microflash portable printers This section will show how to program connect and configure those PDT s for use with EDC Client 2013 DocuData Software Corporation 156 EDC Client 5 10 Technical Manual 4 9 1 Programming the PDT If your PDT is not already programmed with our software you will need to install our program into it to enable communications between the PDT and EDC Client If it is already programmed you can jump directly to the section on how to connect your PDTI1531 Each of the 3 PDTs have different instructions for programming them Follow the appropriate link below to program your particular model Opticon PHL 2700I 158 Symbol PDT 3100 15 Unitech PT 630 758 Opticon PHL 2700 1 If the AppLoad Application Loader program from Opticon is not installed on your workstation download the application from ftp docudatasoft com record_center PDT PHL2700 AppLoad zip and install the application 2 The PDT must be cold started using the following sequence e Power off the unit e Hold the 0 zero and 7 press and release PW button 3 Select 3 Download Application then chose between cradle or cable interface Note If transferring via the cradle the dip switches below the cradle must be set as follows 1 ON 2 OFF 3 OFF 4 OFF 5 OFF 6 ON 4 From the AppLoad program Select File Download and select the PHL2700EN S2 English or the PHL2700FR S2
28. database will be installed before installing EDC Please select Complete installation On some older operating systems a reboot of the workstation may be required if system files require updating If the workstation reboots after installing Pervasive SQL please restart the installation process The program may appear unresponsive at the beginning of this process Continue with installation Yes No 3 If you already have Pervasive installed or after the step above the EDC Client setup wizard will start like so 2013 DocuData Software Corporation Install Guide Setup EDC Client Welcome to the EDC Client Setup LY Wizard d OCU d a fa This will install version 5 on your computer Direct secess Total control It is recommended that you close all other applications before continuing Click Next to continue or Cancel to exit Setup 4 Click Next to get to the License Agreement screen Setup EDC Client License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation THE USAGE OF THE EDC SOFTWARE PRODUCT INDICATES YOUR UNDERSTANDING AND ACCEPTANCE OF THE FOLLOWING TERMS IF YOU DO NOT ACCEPT THESE TERMS YOU MUST CANCEL THE INSTALLATION PROCESS AND REMOVE THE SOFTWARE FROM YOUR COMPUTER SYSTEM If this is an evaluation version DocuDa
29. graphical interface language can be changed if desired EDC Client supports 4 languages but only 2 can be used inside an installation at any one time Here is the list of language combinations that can be used English French English Dutch English Spanish Dutch French This section will show you how to install another dictionary combination into EDC Client and also how to update the dictionary with new string definitions Follow the links below for instructions e Changing the dictionary used in EDC Client 47 e Updating String Definitions in Dictionary 7 Changing the dictionary used in EDC Client Here s the steps required to change the dictionary in EDC Client 1 Obtain the new dictionary file from us by contacting support docudatasoft com 2 Make a backup of the file called string dat located inside the data folder of your EDC Client installation 3 Rename the file you obtained from us to string dat and put it in the data folder of your EDC Client installation Overwrite the old one with the new one when prompted The dictionary is now changed Now if your new dictionary is anything other than English French you will also need to update the string definitions AND translate the new strings themselves in the dictionary Read the next section for instructions on how to do this Updating String Definitions in Dictionary Follow the steps below to update the string definitions in the dictionary 1 Obtain the new string d
30. is the default one and should not be changed Let s see in more detail how all this works First here s a drawing that will help 2013 DocuData Software Corporation Technical Guide 145 Thermal printing setup with thermal print server P 192 168 1 75 The print jobs are handled by the thermal print server l CCC and fed to the printer for printing 7 Thermal Print Server executable i EDC Client Server EDC Client running inside the EDC Client Zebra Label Printer t Print Server Print Server connected on COM1 Printer config EDC Client will look Printer config i for the address of the i ramo prer thermal printer server Zebra printer 192 168 1 75 to do it s job Hence COM1 Port is 12077 this configuration dc cfg It is the thermal print server that communicates with the label printer directly The thermal print server can be installed by itself as a regular process or service on any windows machine running Pervasive As you can see in the picture above there is two dc cfg files needed in this case one to configure the printer as seen from the EDC Client server standpoint and one as seen by the thermal print server standpoint Since the printer is connected directly to the machine where the thermal print server is running in the config file dc cfg the printer is set to a local zebra printer with the appropriate COM port The configuration from the EDC Client Server is set to a remote printer b
31. it will look in the same folder that the EdcView Exe file is located Note EdcView will still run without a configuration file How to use EDCView Once configured the viewer is simply started from the Document section bottom of the page of the File module in EDC Client You can simply right click on any document and view it with the viewer like so Type GE Add New Document Field 1 view Document Information A w Edit Document Information Field 3 ei e Open read onl Last Version Disposal 4 a Range amp Open For Modification Last Version With EDCYiew Shelf h j Save Modifications All Versions Cancel Modifications All versions With EDC iew Entry Date Check Who Is Modifying The Document Finalize wy EDM Outlook riug Once the viewer is started it will look something like this 2013 DocuData Software Corporation 10 EDC Client 5 10 Technical Manual Edc iew EDM Outlook Plugin rtf Outlook Plugin for integration with EDC This document describes how to install and configure the EDC Outlook plugin The plugin will allow sending emails from Outlook directly into EDC Requirements The EdeClRpc EXE server process must be executing to communicate with EDC system Consult your EDC installation documentation for details This process must be executing on any workstation reachable by TCP IP The EdcOutlookAddin DLL mustbe available from the local workstation where Outlook is installed
32. might loose some customizations amp settings that were previously there before you update Note To be able to use this wizard you need to have the Java SE Development Kit JDK installed on your machine The JDK is available from this page http java sun com javas e downloads index jsp This deploy wizard is accessible from the System Information module in EDC Client under the File menu like so System Information File Edit Help 5 view Report ca Print Report Print Setup Shift F On Demand Replication Configure PDT Purge Error Log OD EDC Ctrl BkSp X Exit Alt F4 I When you launch the wizard you first get this window 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual Deploy ActiveWeb Start Tomcat HO RPC Server Application docudata Direct access Total control Options Images Deploy Finish This wizard will deploy ActiveWeb on your web server Press on the Next button to continue i Cancel You click Next to get to the following screen 2013 DocuData Software Corporation Install Guide Deploy ActiveWeb Start Tomcat Tomcat Host RPC Server http ocalhost 8080 Application User Options admin Images Password TERRES Deploy Finish Back Next Cancel Here you have to enter the URL that points to your Tomcat Web Server Host and the credentials User amp Password of the admin user in the Tomcat Manager Not
33. of the executables could minimize bandwidth utilization upon starting up a program but it requires new executables to be deployed every time the software is upgraded A batch file or script could cleverly eliminate this drawback When double clicking an executable va Windows explorer the executable s home directory is the path it is located in When running the executable from a shortcut this is not so Therefore you must either e pass the cfgfile xxx parameter when running the executable where xxx is the full path and filename of the configuration file or e set the Start in directory to the path where the configuration file is located Note that the first method mentioned above specifies the full path and filename of the configuration file allowing for the configuration file to be named differently from the default dc cfg Only the path to the configuration file can be specified when using the second method therefore the configuration file is assumed to be the default name dc cfg A system DSN on each workstation must be created in order to use the SQL report module See Install the data source name DSN on the workstation for instructions 2013 DocuData Software Corporation 36 EDC Client 5 10 Technical Manual 2 3 3 RC Client Setup This installer is basically the same as the Client Installer above except that the data from the record center is not imported automatically by the installer but instead is imported manu
34. or else communication will fail Also be aware that outgoing TCP ports 11003 and 11007 need to have access to the internet so firewall rules must be in place in your organization to allow outgoing traffic on these ports This concludes the section on security 2013 DocuData Software Corporation 166 EDC Client 5 10 Technical Manual 4 13 Backup amp Restore This section will show you how to backup and restore of your EDC Client installation You will be shown how to do this both for operations that have a down time period and those who don t 24hours day 7 Days week non stop operations The 24hours non stop backup and restore operation is called Continuous Operations If this is what you are looking for you can jump straight to the topic by going herel sl The next section talks about the normal backup amp restore procedures 2013 DocuData Software Corporation Technical Guide 4 13 1 Normal Backup amp Restore Procedures This procedure is based on the fact that your operations are not always continuous 24hours day If this is not your case and you operate 24hours day then refer to the next section entitled Continuous Operations 1691 Note Pervasive has some special settings that could be useful important for backup amp restore operations Of special interest to normal backups is the Pervasive feature called Archival Logging which you should consider when doing a normal backup Whether you backup amp res
35. port numbers should not be changed unless you have absolutely have to Also be sure that the port numbers you set for the Replication Server and the Image Server match the numbers indicated in the system information module of EDC Client ssl This parameter is only used by the XML RPC Server and the Replication Server and indicates if the communication with the server is encrypted or not This setting also has to match what is written in the system information module of EDC Client The possible values for this parameter are yes or no A reference of all the available command line parameters for the EDC Client services can be found in the Technical Guide under the Command Line Parameters 177 section 2013 DocuData Software Corporation Install Guide e 2 3 7 Uninstalling EDC Client Services How to uninstall EDC Client services If you wish to uninstall an EDC Client service the usual procedure is simply to browse to the bin folder of your installation with the command prompt and type the name of the executable with the uninstall switch Here s an example WINNT system32 cmd exe The only exception to this is if you installed the service with the serucename parameter In that case you need to specify the sericename to uninstall it as well like so WINNT system32 cmd exe C EDC Client bin gt dedcclrpc exe install servicename EDCTEST C EDC Client bin gt edcclrpce exe uninstall servicename EDCTEST 2
36. software and now Microsoft Office Word Excel amp Outlook only can directly interact with it to let you archive your documents into EDC Files from the File Module This section will show you how to properly setup EDM Requirements The EDC Client RPC Server EdcClRpc exe must be running for EDM to work Consult the section Installing EDC Client Services 6 for installation details This server process must be reachable by TCP IP from the computers where EDM will be installed Installation procedure Note This setup has to be done for every computer that needs the EDM functionality 1 Determine the connection parameters to the EdcClRpc exe server process This means the IP address port number and whether SSL connectivity is required or not 2 Browse to the bin folder of your EDC Client installation and run the file EdmSetup exe The installer will first prompt you for your preferred language like so Language Langue Fran ais French X Cancel 3 Once your language is chosen you will get this screen 2013 DocuData Software Corporation Install Guide oa EDC installation for electronic documents 1 11 Licen Connection Folder docudata Direct access Total control ActiveVVeb Installation End This program will install the EDC components for EDM integration on your desktop Click Next to continue or Cancel to abort 4 Click Next You will then be shown the license agreement
37. support we will ask you for those log files Here is a listing of the error log files that are important for troubleshooting or debugging purpose and where to find them 2013 DocuData Software Corporation 10 EDC Client 5 10 Technical Manual Log File Name Where To Find It Main EDC Client error log no name edclog txt only information that couldn t get logged in the main error log file gets logged here This usually happens when a connection to the database couldn t be established Main Replication Log no name edcreplog txt only information that couldn t get logged in the main replication log file gets logged here This usually happens when a connection to the database couldn t be established pvsw log Pervasive Error Log admin host manager jakarta_servce stout stderr localhost catalina amp manager log files you might not have every one of them available all the time These are the log files of Tomcat needed during troubleshooting sessions of ActiveWeb This concludes the section on troubleshooting From the main window of EDC Client you browse to the menu Help gt View Error Log Located in the windows folder For Windows 98 XP and Server2003 C Windows For Windows 2000 C WINNT From the Box and File Maintenance module of EDC Client Maintenance Tab you browse to the menu File gt Replication Log Located in the windows folder For Windows 98 XP and Server2003 C Windows Fo
38. that is defined for the customer in the Customer module of EDC record 2013 DocuData Software Corporation Install Guide 25 center software Installation Folder After the connection is successful the installation wizard will request the Installation Folder The default value is on the local workstation If the chosen folder does not exist it will be created It is possible to install in an existing folder but it must be empty After the installation it will be important to share the data files in order to deploy EDC Client on other workstations It is recommended to share the entire installation folder Installation Process The EDC Client software will then be installed in the chosen folder The installation time will be a factor of the Internet connection speed and the size of the client s inventory at the record It will generally vary from a few minutes to a few hours After the installation A program group will have been added to the Start menu The replication and image server will be added to the Startup group An icon to EDC Client is added to the Desktop Replication is active immediately so the client can order items and the client database will be synchronized with the record center 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual 2 3 2 5 Obtaining a Permanent License The Client Installer configures a trial license that is valid for 3 months If the client desires to continue
39. write an absolute path to the directory where the dc cfg configuration file is located This parameter accepts paths on local drives paths on mapped drives and UNC paths For more information on referencing a configuration file see Configuration of EDC Client 30 For replication settings see Image Server Command Line Parameters 591 2 3 5 4 2 Running the Image Server as a Service In the examples shown below the image server service will be named EDC_Imaging instead of its default name EDC_ImageServer Installing the image server asa service Before installing the image server as a service Pervasive SQL must also be installed as a senice 1 Installing the service 2013 DocuData Software Corporation s EDC Client 5 10 Technical Manual To install the image server as a service type the following in a command prompt ImgSer32 exe install ServiceName EDC_Imaging CfgFile C EDC Bin Dc cfg The ServiceName parameter is optional Please see Image Server Command Line Parameters 59 for more information on accepted parameters Creating a dependency Please refer to the Creating a dependency section in Running Replication as a Servicel 49 Set recovery settings Please refer to the Set recovery settings section in Running Replication as a Servicel 501 Starting the service The service is now installed but might need to be started which can be done from the General tab of the replication s
40. 013 DocuData Software Corporation e EDC Client 5 10 Technical Manual 2 3 8 Other Services Settings and Dependencies Other Services Settings and Dependencies There is a few more settings to set before the EDC Client services are all ready to run in a production environment Also all EDC Client services depend on the Pervasive database service to run So we need to set a Pervasive dependency for every service Here s how we do it 1 You need to add a value in the registry of each EDC Client service You need to browse with regedit exe to HKEY_LOCAL_MACHINE SYSTEM CurrentControlSet Services Once there you just have to find the EDC service you wish to edit All EDC services start with EDC by default and so it should make it easy to find them 2 Then you have to add a string value with the name DependOnSenjce and put the Pervasive service name as the value If you have 2 Pervasive services running Relational amp Transactional use the Pervasive Transactional service name Here s some screenshots that should help you accomplish this task Here s what you should find in the registry before you start editing EDC_RPC ab Default Security ab DisplayName om Rs ErrorControl et4000 Eventlog G EventSystem Fastfat ogoan E Adding the value C Dnscache EDC_RPC E Security EFS EL908C et4000 C Eventlog E EventSystem Re Start C
41. 1 81 Database directory Update directory f UPDATE Temporary file directory f ATEMP C Direct Serial Printer Label Printer Datamax Prodigy Max Port F High Speed Printer IP 127 0 0 1 IP Port Windows Printer Driver Printer Name ddmtldeO1 printer werape Cleo D Building l Keep Open After Logout ov Ok X Cancel This is where you specify the COM port of your PDT for use in EDC Client That s it for connecting the PDT to your computer Now let s configure the PDTI 1601 with EDC Client so it can be ready for some real work 2013 DocuData Software Corporation 160 EDC Client 5 10 Technical Manual 4 9 3 Configuring the PDT kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Note Before you can configure the Opticon PHL 2700 PDT with EDC Client you need to make sure it is set to communicate via cable or cradle depending on your particular setup To verify this you 1 Power up the PDT 2 Press option 4 Utilities 3 Press option 5 Cable Cradle 4 Choose 1 Cradle or 2 Cable as appropriate for your setup kkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkkk Note The procedure for configuring the PDT is the same for all PDT models AND the two pre requisite steps Programming the PDT s and Connecting the PDT 153 are assume
42. 27 0 0 1 8080 activeweb a lia Q docudata Direct access Total contro Login H Login Name Nom d acc s Password Mot de passe J Change Password Changer mot de passe Case sensitive Sensible a la case Soumettre Enter Note All the captions used in ActiveWeb can be modified in the EDC dictionary module 2013 DocuData Software Corporation Install Guide e 2 3 9 7 Integrating SSL Security within Tomcat If you want to encrypt your communications to and from ActiveWeb you need to configure your Tomcat installation to use SSL Secure Sockets Layer security The Tomcat documentation explains how to do this Browse to http tomcat apache org tomcat 5 5 doc ss howto html for the instructions If you are using Tomcat as a redirection plug in for another web server such as Microsoft s IIS refer to that other server s documentation for SSL setup 2013 DocuData Software Corporation e EDC Client 5 10 Technical Manual 2 3 9 8 Modifying the session timeout After a certain amount of user inactivity in a session ActiveWeb will terminate the session for safety and performance reasons The timeout is configurable for the whole website per customer and per user 1 Setting the timeout for the whole website To set the timeout for the whole website add the following command line parameter to EdcClRpc exe EdcClSernice TimeOut number of minutes 2 Setting the t
43. 3 DocuData Software Corporation z EDC Client 5 10 Technical Manual 2 3 2 6 Installing Replication The Client Installer automatically installs replication with a shortcut in the Startup group which should start replication anytime a user is logged in The EDC Replication is the part of the EDC system which allows data synchronization between a customer and its record center If the computer running replication is to stay on without a user logged in replication should be installed as a service More information on replication can be found in the section Replication 1281 Installation instructions can be found in the section Installing and Testing Replication 481 2013 DocuData Software Corporation Install Guide 2 3 2 7 Installing the Image Server The Client Installer automatically installs the image server with a shortcut in the Startup group which should start anytime a user is logged in The Image Server is responsible for the storage and access of digital versions of documents found in the File module If the computer running the image server is to stay on without a user logged in the image server should be installed as a serice More information on the image server can be found in the section Imaging 129 Installation instructions can be found in the section Installing and Testing the Image Serverl 581 2013 DocuData Software Corporation 30 EDC Client 5 10 Technical Manual 2 3 2 8 Configuration o
44. 3 pre defined color schemes or choose each colors individually When you click Next you will be told where the image folder of your ActiveWeb application resides like so 2013 DocuData Software Corporation Install Guide Deploy ActiveWeb Start Tomcat The images used by ActiveWeb may be edited in the folder TA C EDC EDCCLRT DATAVctiveWeb Application Options Images Deploy Finish Next Cancel The images in this folder can be modified and will be remembered when you do another update Then the next screen simply tells you that you are about to deploy ActiveWeb like so 2013 DocuData Software Corporation s EDC Client 5 10 Technical Manual Deploy ActiveWeb Start Tomcat RPC Server Application Options Images Click Next to deploy ActiveWeb on your web server Deploy Finish Back Next Cancel And then a confirmation dialog just in case you change your mind about some options before installing Confirm 9 Deploy Activeweb n If you click Yes the wizard will try to connect to the web server to initiate the install If for some reason it cannot connect you will get a message like so EDC VH x Tomcat server is not accessible http localhost 8080 Socket Error 10061 Connection refused You will also receive a warning if the connection is successful but there is active sessions users currently in use 2013 DocuData Software Corporation Install Guide at
45. 64 Opteron Xeon or other Intel EM64T Disk space 500MB hard disk space for the application amp the database engine Data average record size 2k box 1 5k file NTFS file partition for the database files that will be accessed Memory 2GB or more Web Server Microprocessor Any Dual core 2GHz or higher CPU will do but Quad Core is better Memory 2GB or more Workstation Operating System 2000 XP Vista Windows 7 Microprocessor Any Dual core 2GHz or higher CPU will do Disk Space 250MB hard disk space Memory 512MB RAM or better depending on operating system Recommended Bandwidth Between Buildings T1 Line or more Bandwidth needed if serving electronic documents and images via ActiveWeb 10 Mbit sec up and down minimum 100Mbit sec recommended Communication Protocols TCP IP Number of concurrent users The database server engine is 6 10 20 50 100 250 500 or an unlimited number of users The database workgroup engine is 3 or 5 concurrent users Peripherals Thermal printers with Thermal Transfer Technology Zebra or Datamax recommended 2013 DocuData Software Corporation 10 EDC Client 5 10 Technical Manual 2 3 LPT USB or Ethernet interface Zebra ZM400 industrial class Zebra Z4Mplus industrial class Datamax l 4208 industrial class Zebra S4M medium class All thermal printers supporting WindowsTM drivers Bar code scanners Wedge scanner Symbol PSC HHP or any other model capable of reading
46. AIRA REPAR ARASAN EROAAN TER 134 Maite ae A E A T E E E T E E E EE 135 POONG oane N E AN AE E E ectaes 136 Language Dictionaries and StringS ccsscecceeeeseeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeeeeneeeeenees 147 Data Source Names DSN and ODBC ccceeeceee cece ee ee eee ee ee nese ee ee eeeeeeeeeeseeeeeeeeeeeeeeeeeeeee 149 Portable Data Terminal PDT 22 c ecceeeeeeeeeeeeeee ence ee eeee ence ee eeaeeeeeeeseeeeeseeeeeeeeeeeeeeeeeeees Programming the PDT E E eck ace cate Seca Sse E E E E cacy sneseaceazae Connecting the PDT rrain a a aeia aaan Saee aaaea araa aae aa aS a aa eA aaa aa Configuring the ad DA DEAE E E A AAA E SGL Re pOr eiea Ea E a EER Ea ANAA EA AAEE AAAA KUSNET EEOAE Access Man g Ment ciens arrokara se tee eranan kanane ceucdsneceeedee cecudteecedecaye cuunecseeues Controlling Access With DcLock32 See T U e AAA EE E PA EA A E AE E A A TE 165 Backup amp Restore vc sic cesses cdecccsecececceustseceatseccadausterddaaseceddausesvdectuecvcdausreeddaaseseddausestcedteececcauss 166 Normal Backup amp Restore Procedures cccsesesssesessesessesseesesseeseeseeseesoeseesaesaevaesaessessneseesauseesnsaessensouaneas 167 Continuous Operations Live Backup ccsssssssesesescessessessessevseseessesseeseeseesoesesesseesaeseesaesaesaesaesaevanvaneans 169 2013 DocuData Software Corporation Contents 5 14 Command Line Parameters 0 c ccceeeeeeeee eee cece ee ee ee neeeee ee ee
47. AL_MACHINE SYSTEM CurrentControlSet Services EDC_Client_Replication Note that if the serviceName parameter was used during installation the name will not be EDC_Client_Replication d At that location add a new Multi String Value REG_MULTI_SZ named DependonService Edit the value to the trasactional service to be the name of the Pervasive transactional service which was found in step b above e Verify the dependency by viewing the replication service s properties An example is shown below 2013 DocuData Software Corporation so EDC Client 5 10 Technical Manual EDC Client Replication 1 05 Properties Local Computer kgroup Engine The following system components depend on this service k pi pi i 3 Set recovery settings In the replication s service properties click on the Recovery tab and set the settings as shown below EDC Client Replication 1 05 Properties Local Computer 21x Restart the Service Restart the Service Take No Action nun program rogram Commend line para gt Append faillcount to end of command line fail 7172 omputer Wptions 4 Starting the service The servce is now installed but might need to be started which can be done from the General 2013 DocuData Software Corporation Install Guide 51 tab of the replication service s properties If the service does not start correctly it could
48. Client installation folder use the bin folder like so 2013 DocuData Software Corporation o EDC Client 5 10 Technical Manual EDC installation for electronic documents 1 11 Start License Connection Q Folder docudata Direct access Total control ActiveVVeb Installation End Select the installation folder CAEDC EDCCLRTIBIN 7 After clicking Next you will be asked if you wish to install ActiveWeb support or not If you do install this it will enable you to use EDM functions from within ActiveWeb 2013 DocuData Software Corporation Install Guide 95 EDC installation for electronic documents 1 11 Start License H Connection Folder docudata Direct access Total control ActiveWeb Installation End Do not install ActiveYYeb support amp Install ActiveV Yeb support URL http localhost8 O80 activeweb Next Cancel_ Note1 The URL you input here has to be the same URL you are going to use when starting ActiveWeb otherwise the EDM functionality won t work The Java Security Policy of the EDM applet requires this Note2 If Java on your computer updates itself automatically which is the default behavior you will need to re run this setup for the EDM functionality to work again inside ActiveWeb The other alternative would be to disable the Java Updates on your computer 8 Click Next to continue The installation will start like so 2013 DocuData Software
49. CreateEDMUserFolders No other value required This concludes the section on command line parameters 2013 DocuData Software Corporation Technical Guide 4 15 Default Port Numbers EDC servers processes have some default ports associated with them You will find this information here Bi 2013 DocuData Software Corporation 176 EDC Client 5 10 Technical Manual 4 16 Uninstalling EDC Client Uninstalling EDC Client can have serious consequences for your business if not done properly Therefore we recommend that you DON T attempt an uninstall by yourself Instead give a call to our support team for assistance at 1 877 789 2789 Calling from North America or 1 514 789 2789 Calling from anywhere else in the world 2013 DocuData Software Corporation Technical Guide 4 17 EDC Client Component Listing This is a list of applications used by EDC Client to perform specific tasks All these executables are located in the bin folder of your EDC Client installation CUSTWEB EXE This application is now deprecated in favor of our new web application called ActiveWeb DCLOCK32 EXE This application is normally used when one needs to unlock locked sessions A session is usually locked by the system when a computer crashes during an operation and the number of users has been exceeded when a new session is opened This application can also be used to lock access to the whole EDC system or specific users from accessing it DCS
50. DATE PROCESS ITSELF 1 From the zip file you just downloaded extract the file called Update exe and put it in the bin directory of your EDC Client installation Overwrite the older file if prompted to do so 2 Put the zip file itself in the Update directory of your EDC Client installation 3 Run the Update exe file and follow the prompts until the update is finished Note Once the update is complete the update file will be renamed with a Zl extension You may want to keep it this will enable you to recuperate specific files of the update if needed later on Note The results of the update are saved in a file called UPDATE LOG in the Update directory of your EDC Client installation 4 Install if needed optional the new replication by following the instructions located in the section called Installing and Testing Replication 48 earlier in this manual install guide 5 Install Update if needed optional ActiveWeb by following the instructions located in the next section called Updating ActiveWeb roa 6 Update your PDT s by following the instructions located in the section called Updating your P DT fos 7 Configure the EDC Viewer component if needed optional by following the instructions located in the section called EDC Viewer Configuration 98 8 Configure the Electronic Document Management Integration if needed optional by following the instructions located in the section called Electronic Document
51. E _ Internet Record Center Server Router Customer LAN 7 EDC Client EDC Client EDC Client io or Workstation Workstation Workstation an Database Replication Process Explained The replication process will synchronized the follow data between the client and the record center e Document types e Delivery address e Disposal deletion and transfer list status e Boxes e Files e Images Document types are updated from the client to the record center When a customer is replicated the document types may only be edited by the client using the client software Delivery address are updated from the record center to the client Delivery addresses can only be added or modified by the record center The list status are updated from the record center to the client List status for example indicating a destruction has been completed may only occur at the record center Boxes and files replicate in both directions When a boxes or file changes it s entire content including notes and history is copied to the remote site If the same item is modified on both the client and record center databases during the same session the client changes will have precedence and overwrite the record center changes This is a rare occurrence as replication generally occurs every 15 minutes PreAdd boxes and files deleted in the client software will be processed and deleted at the record center 2013 DocuData Software Corporati
52. EDC Client is now installed Congratulations Next we need to set up the EDC Client services Refer to the section entitled Installing EDC Client Services 67 for instructions 2013 DocuData Software Corporation Install Guide s 2 3 4 installing and Testing Replication The following sections will guide you through the installation and testing of replication which allows data synchronization between a customer and its record center 2 3 4 1 Selecting a Replication Server The first step in installing the replication is selecting the server that will run the replication for the customer site Replication does not require much bandwidth and processing power It is recommended that this server is one that is not regularly restarted or shut down The server must have Pervasive SQL installed to access the database Usually the EDC database server is chosen to run the replication 2 3 4 2 EDC Client Replication Configuration Since there is only one replication process running for the customer site each copy of EDC Client must be aware of its location This information is stored in the database and is set from System Information module as shown in the following screenshot RPC Servers RPC server at RC 205 66 129 34 fi 1003 M SSL encryption Local relay server 192 168 1 128 fi 1008 l SSL encryption DocuData RPC Server services docudatasoft cc fi 1007 RPC server at RC The record center s replication server and po
53. ETP32 EXE This application is used to modify the DC Cfg file this is the configuration file that points out the Data Update amp Temporary directories of EDC Client plus some additional printer and PDT settings DIMP32 EXE This application is used when one needs to update the dictionary used by EDC this is specifically for the fields and the menus of the software The data of the dictionary is stored in a file called String dat in the data directory EDCCLRPC EXE This is a server program that will be used with the upcoming ActiveWeb software ActiveWeb is to EDC Client what ActiveWeb is to EDC Client EDCMONITOR EXE This application monitors the dispatcher program It verifies if new changes were done in EDC and sends them to another program specific to one of our clients EDCREP32 EXE This application is now deprecated in favor of our new replication process replicator exe EDCREQIP EXE This application is now deprecated in favor of our new replication process replicator exe EDCSER32 EXE This application is now deprecated in favor of our new replication process replicator exe EDCSERIP EXE This application is now deprecated in favor of our new replication process replicator exe EDCSHL32 EXE This application launches other EDC programs Usually the launcher runs the following programs imgser32 exe replicator exe edcrpc exe IMGSER82 EXE This application is an image server that is used for digital im
54. P Professional Workstation Service Pack 2 Add ODBC OEM to ANSI Entry Install not found Rename Locale Folder 1 048 048 KB NTuanveLl Or rirocessurs i Processor GenuineIntel Pentium IV CPU Type 0 Family 15 Model 2 Stepping 9 Speed 3069 MHz HHX Yes 3dNow Yes FPU Yes Bios IntelR 42302e31 Screen Resolution 1280 X 1024 Default Printer DDMTLDCO1 printer winspool Ne01 Locale 4105 OEM CP 850 ANSI CP 1252 Cnry Canada Lang English TEMP Folder C DOCUME 1 erickp LOCALS 1 Temps Windows Directory C WINDOUS System Root C WINDOWS System Directory C WINDOWS system32 System Path C PHP C PY YSW bin C WINDOWS system32 C WINDOWS C WINDOWS System Drives Available Drive A Removable Drive Drive C N Fixed Disk Drive D CD ROM Drive G Remote Drive lt WGE as Service 5 Select the WGE as Service menu item like shown in the picture above Another window will then open like so 2013 DocuData Software Corporation 120 EDC Client 5 10 Technical Manual WorkGroup Engine as Service i Install Service Start Service Stop Service Uninstall Service V Add Pre Load to Startup M BTRY Only Option Note If you re only uninstalling the service and want to keep Pervasive Workgroup running as a regular console application leave the Add Pre Load to Startup option checked If you want to remove Pervasive altogether then uncheck this option before uninstalling the service
55. RpCaller callGetDictionaryWord RpCaller java 1350 xl Done The address and port as specified in the config ini file that the JSP application is trying to connect to is indicated in the error message To resolve the situation ensure the EdcCIRpc EXE process is executing and the activeweb config ini file is properly configured Images do not appear within ActiveWeb When displaying images within ActiveWeb if the images do not appear as displayed below 2013 DocuData Software Corporation Install Guide e http 127 0 0 1 8080 Active Web 1 02 002R 002R Mozilla Firefox B Inventory E My C Z Result of the search Bi Hide Filter on File Number Result of the search Search Add box Add file Disposal Confidential 31 3 2000 E Fixed gt al Range A0001 to faoo06 Location Box i001 Shelf Number HOD 1 1 Pia ae IN IN HOU Please select a zoom size and click on the mage you wish to view 25 x Error at Client Unable to get image Number Activity this indicates the EDC Image Server is not executing or not configured properly See the System Information module to configure the Image Server parameters 2013 DocuData Software Corporation 9 EDC Client 5 10 Technical Manual 2 3 10 Electronic Document Management Configuration EDC Client has it s own EDM system built into the
56. actors Database file sizes total amount of physical memory how many applications are running on the machine etc Here is what the Pervasive documentation says on the issue important to read Speaking very generally overall performance is usually best when the Cache Allocation Size is a value less than 40 of the physical memory on the system and the Configuration setting Max MicroKernel Memory Usage 1 4 is set to a value greater than 40 Your exact optimal settings will depend on the size of your data files the number of other applications running on the system and the amount of memory installed in the computer Server Engine On Windows this setting is initially set to 20 of physical memory by the database engine the very first time it starts up and it writes that value to the Registry After that whenever the engine starts up it reads the value from the Registry Changing the value using Configuration updates the value in the Registry If you add or remove memory from the system you must modify this setting to take best advantage of the new amount of memory available To optimize your performance allocate a cache size no larger than the sum of the sizes of the files you are using However be careful not to take all available memory especially when the server is running other applications You cannot improve performance and may waste memory by specifying a value higher than you need Workgroup Engine and Client Cache The
57. administrator window with your new DSN listed like such ODBC Data Source Administrator E UserDSN System DSN Fie DSN Drivers Tracing Connection Pooling About Add Remove Configure System Data Sources Pervasive ODBC Engine Interface An ODBC System data source stores information about how to connect to the indicated data provider A System data source is visible to all users on this machine including NT services Cancel Apply Help Note EDC Client uses the name EDC_CLIENT for its DSN name by default and you should not change it If you do change it you would have to start EDC Client with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example 2013 DocuData Software Corporation 154 EDC Client 5 10 Technical Manual EDC Client Properties EDCCLATABIN REMO32 EXE dsn DSNTEST IV Runin separate memory space T C EDC EDCCLRT BIN Normal window T _Find Taget _ Change Icon LOK S Any That s it for DSN s 2013 DocuData Software Corporation Technical Guide 155 4 9 Portable Data Terminal PDT Build to collect display and communicate data the PDT is used in most of the operations of EDC Client ex picking refiling moving and delivering items Three PDT models are supported by EDC the PDT 3100 by Symbol the PHL 2700 by Opticon and the PT 630 by Unitech The PDTs
58. aging LICENS32 EXE This program allows installing the license for the software Works with both RC and Client version For example if the client wants to increase their number of users or move from the SA to SAI version of the software the license we give them will be entered in this program ORDCHECK EXE This application is responsible of informing you when the Order Monitor ORDMON32 EXE is not working ORDMON32 EXE This application monitors incoming orders and notifies the record center s personnel when rush orders are entered 2013 DocuData Software Corporation 178 EDC Client 5 10 Technical Manual REMO82 EXE This is the main application that starts EDC Client THERMALPRINTSERVER EXE Program that allows configuring in DcSetp32 EXE a thermal printer that is installed on a specific machine identified by an IP address UPDATE EXE This application is used when updating the software 2013 DocuData Software Corporation 4 18 Technical Guide Troubleshooting This section will guide you in what to do when some known problematic situations arise Refer to the relevant links below for more information on how to proceed Mismatched application and or database level warnings 173 EDC ActiveWeb and Pervasive error log files 173 Mismatched application and or database level warnings If you ever get a warning window similar to this I n x X Contact your help desk supporting the EDC software La es
59. ally by you after the install This installation method is used mostly in situations where an internet connection is not always available unreliable or when the data to be imported is too big to be transferred in a reasonable amount of time over the internet Here s the steps for installing EDC Client via the RC Client Setup Installer RcClientSetup exe 91 6MB Note If you have a firewall in place you need to make sure that outgoing TCP ports 11003 Record Center s RPC Server and 11007 DocuData s RPC Server are open to the outside world otherwise EDC Client won t be able to install or function properly 1 If you don t have it already download the installer with this link ftp docudatasoft com client RcClientSetup RcClientSetup exe Note Along with the installer you also need to have a copy of the customer s data as exported from the record center s database Also don t forget to get the Customer System Number Customer Key and Serial Number for the software from us if you don t have it already You can get it by contacting us either through email support docudatasoft com or by phone at 1 877 789 2789 Toll Free Anywhere in North America or 1 514 789 2789 W orldwide 2 Open Run the RcClientSetup exe file If you don t have Pervasive already installed the setup will install it for you Here is the message you will get if this is the case Sl 2 This program will install EDC Client A 9 The Pervasive SQL workgroup
60. ange to the Data tab 7 Remove the existing counters by highlighting each one and clicking on the Remove button just below the Counters window 8 Click the Add button to select the counters that you configured 9 You can hold down Ctrl while selecting each of the listed counters in the Add counters from list window and then click the Add button below 10 Click Apply and then OK You will now see the results of your counter log in the System Monitor window which will look something like this 2013 DocuData Software Corporation Technical Guide 125 fig Performance i E 10 x RY file Adon View Favorites Window Help alex e m 2 J Console Root 4 System Monitor gi Performance Logs and Alerts Counter Logs Trace Logs Alerts 37564416 Average 331711065 Minimum 11587504 Maximum 37564416 Duration 10 14 Handle Count ntdbsmgr WDJIONES 2K3 WM2 Private Bytes ntdbsmgr a VIDJONES 2K3 YM2 Thread Court ntdbsmgr WDJONES 2K3 M2 0 00000 0 Virtual Bytes ntdbsmgr DIONES 2K3 VM2 0 0000010 Virtual Bytes Peak ntdbsmgr WDIONES 2K3 M2 0 0000100 Working Set ntdbsmgr WDIONES 2K3 M2 0 0000100 Working Set Paak ntdbsmear Viewing Perfmon activity counters If you want to simply forego recording the log ile and you would rather just view the activity for the counters follow these steps 1 From the System Monitor wi
61. arameters 521 2013 DocuData Software Corporation Install Guide 2 3 4 4 2 Running Replication as a Service In the examples shown below it is assumed that replication is wanted from 6 30 am to 10 00 pm at 15 minute intervals The service will be named EDC_Replicate instead of its default name EDC_Client_Replication Installing the replication asa service Before installing the replication as a service Pervasive SQL must also be installed as a service 1 Installing the service To install replication as a service type the following in a command prompt Replicator exe install ServiceName EDC_Replicate ReplicationInterval 15 Start 06 30 Stop 22 00 CfgFile C EDC Bin Dc cfg The ServiceName Start and Stop parameters are optional Please see Replication Command Line Parameters 5A for more information on accepted parameters 2 Creating a dependency The EDC server processes are dependant on the Pervasive transactional service You will need to set a dependency of the EDC services on the Pervasive transactional service to make sure the EDC servces start properly and are also closed before stopping the Pervasive transactional service a Run Regedt32 not regedit and browse to HKEY_LOCAL_MACHINE SYSTEM CurrentControlSet Services b Determine the name of Pervasive s transactional service which should resemble Pervasive SQL transactional or Pervasive WGE c Browse to HKEY_LOC
62. asive com library docs psql 870 advops advops 09 5 html Pervasive 9 x documentation http www pervasive com library docs psaql 910 advops advops 09 5 htm Once you have read the Pervasive documentation above you can go ahead and backup and restore your EDC Client installation with the following steps Backup Steps 1 Use the BUTIL STARTBU lt sourceFile listFile gt command as described in the Pervasive documentation above 2 Backup your EDC Client installation folder on a medium appropriate for you FTP CD DVD Tape drive etc Note On some installations the data folder can be located in a different directory or machine than your executables bin folder So just make sure you back it up as well if this is the case because a back up without the data folder is in essence NO BACK UP AT ALL Just make sure that the backup is NOT stored on the same hard disk as your original EDC Client installation because in the event of a disk failure you could loose everything which in some instances could mean your whole business as well How to perform the actual backup is reserved for you to decide how Many utilities on the internet already exist to perform backups and so it s not up to DocuData to decide for you which way to go on this matter The most primitive way would be to do a simple copy amp paste of your installation folder on the medium of your choice 3 Use the BUTIL ENDBU lt A sourceFile listFile gt com
63. ata Software Corporation 22 EDC Client 5 10 Technical Manual 2 3 2 2 How Client Installation Process Works Here is a more detailed look at the client installation process A check is done for administrator rights on the workstation where the Clientinstaller exe program is executing An outbound TCP IP connection is establish with the record center at the address and port specified by the user e The setup package is downloaded from the record center e Microsoft Visual C Runtime files are installed if required This is required by Pervasive SQL A reboot may be required on older Windows versions If a reboot occurs the installation process needs to be restarted The EDC programs are installed The client s database is downloaded from the record center Pervasive SQL is installed if needed A trial license is obtained from DocuData which activates all EDC Client features including EDM electronic document management 2013 DocuData Software Corporation Install Guide 23 2 3 2 3 Firewall Settings for Installation The firewall should allow outgoing connections to services docudatasoft com 11007 and the record center s server default port 11003 More ports may need to be opened later as described in Ports Used for Replication 4 and Port Used for the Image Serverl 5 2013 DocuData Software Corporation 24 EDC Client 5 10 Technical Manual 2 3 2 4 Running Client Installer Connection information Pl
64. be due to user access settings When running a service as explained above the replication is running under the local user SYSTEM who might not have the required rights to access replicator exe the database file as specified in the configuration file dc cfg Also note that the SYSTEM user might not have mapped drives It is possible to run replication as an administrative user by using the Log On tab of the replication service s properties Again please note that the mapped drives might not be available when the serice is started since map drives are usually mounted during logon An alternative is to use UNC paths in the configuration file dc cfg Here are some points to keep in mind when installing an EDC server process as a service e Services can only be installed under Windows NT 2000 XP 2003 You cannot use relative paths in the configuration file dc cfg when running EDC Server as a service You might need to log on as a user with proper access to the data if the service accesses data files on another computer When installing the service to access remote data you must specify UNC paths in the configuration file that the service is pointing to When installing the service from the command prompt you cannot use spaces in the path for the configuration you can use long file names You can start and stop the service from a command prompt using the command net start EDC_Client_Replication and net stop EDC_Client_Replication If t
65. cation Process Explained 130 for more information Specifies the time replication should start replicating Note that replicator exe will not run on its own at the specified start time it will simply start replicating if it was running but not replicating before The default start time is 00 00 midnight Replication will stop after the time specified unless the start time is one minute later Note that replicator exe will not exit after the stop time it will simply not replicate until the start time as explained above The default stop time is 23 59 This specifies an absolute path and filename to the configuration file dc cfg This is a required parameter if the replications is being installed as a service See Running Replication in the Startup groupl 48 and Running Replication as a Servicel 49 for more information 2013 DocuData Software Corporation Install Guide 53 2 3 4 5 User configuration Before a user can perform operations that require replication the user must have a Login Name and a password that match the record center s database Therefore the customer must contact the record center to have this information verified manually The list of operations that require replication can be found in Operations that Require Replication s2 2013 DocuData Software Corporation s EDC Client 5 10 Technical Manual 2 3 4 6 Testing Replication There are two main tests that may be performed to test replicati
66. ceeseeeeceececsececseeeeseaeeeeeaesaesaesaesaeseeseeseeseeseaseaeeaseaeeeeaeee Port Used for the Image Serveri saaa a arae aa aE ae a Na ea e ada taraa p aa sA aA RUNNING the IMAGE Servern aiian E E A E T E ENEE A E E Running the Image Server in the Startup Group Running the Image Server as a SCrViCe eeeceeceeseeeseeeeeeeeeeeeeeeesenecaeesaeesaeeeaeeeaeeeaeseaeseeeseeeseeeseeeieseneeaee Image Server Command Line Parameters cescceseesseseeeeeeeeeeeeeeeecaeeeaeesaeeeaeeeaeesaeeeaeeeeeseeeeeeeseeeseeeeeeaee Testing the mage Server orina ona e saree ntus A A T OA aa NA AE A S EY Installing EDC Client ServiCes cceccsesstsscsssssssssesseeseeseeseesaessessesaevsesaevsneseeseennesnanaesaesaesaeeseeseeseesaesaesaesaeuanvanse Uninstalling EDC Client Service Sissin eriin ean aiaeei aaa aandaa a Maaa aE eaaa Other Services Settings and Dependencies seeseesseseeseeseesseeseeseesessaesessessevsevenvsneanesnennesnesaesansans ActiveWeb Installation iniiao ETAN O ERARA EAA T TETTE T EOL E TEDE REQUINED REA ale E E Ae A A a T A Installing the JRE anA O A A T e a aa e E aa aaa ar aE heseigbetvagcuscenastdebewssctesesbeesisbagtentesaenaer 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual Part Ill i 2 3 Part IV 1 CAN OO oO fF W 10 11 12 13 Configuring the EDC Client RPC Servel cceccscsecsesesceeeeeeeseeseesecaeseecaeeeeseaseeeeaeeaecaesaesaesaeseeseaseeseaesaesaeseeaeeaes 72 Ins
67. code 39 and 128 barcode labels Handheld Opticon PHL1300 recommended model The portable unit is independent with its own CPU and operating system DocuData s newest portable unit features incredible response time and scan accuracy Portable printers O Neil MF 2T amp 4T Laser printers Any WindowsTM supported laser printer Installation Procedures This next section will show you how to install EDC Client from scratch If you already have a working version of EDC Client and just need to update to another version please refer to the Update Guidel 10 later in this manual There is 3 different installation options for EDC Client Click on any of the following links to get to the installation instructions e Standalone Client Installer 12 ClientSetup exe 92Mb This is the installer you use if you want to have EDC Client installed as a standalone application to manage your In House files only Use this installer if you are NOT connected with an external record center The next 2 installers are used only if you want to be connected to an external record center e Client Installerl 20 Clientinstaller exe 10Mb Note To use this installer you need a working internet connection high speed recommended Note If you have a firewall in place you need to make sure that TCP ports 11003 11007 and 11008 are open to the outside world incoming amp outgoing or the installation will fail miserably This installer is the pref
68. d from the Edit menu item Local archive Field that determines if images are archived in house or off site Once this field indicates Yes or No it can t be modified On Removable Disks Field that determines if images will be archived in house on one disk 2013 DocuData Software Corporation s EDC Client 5 10 Technical Manual Encryption type Cache Size Minimum period in cache Maximum image size bytes Image Server SMTP Address username password Documents Directory field set to No or on many interchangeable disks Drop down field containing None Strong or Medium This is the security level for images encryption Number of images that can be archived in house When new images are called back old ones are automatically sent to the off site record center effective only if Local archive field is set to No Minimum period required before sending old images to the off site record center effective only if Local archive field is set to No Maximum size for image Every document bigger that this size would not be scanned and an error message will be produced by the system IP address of the engine where image server is active Outgoing email settings for sending images over the internet Directory where the customer s electronic documents will be archived 2013 DocuData Software Corporation Install Guide 2 3 5 3 Port Used for the Image Server The image server runs on one comp
69. d the Access Management module to their list of accessible modules 1 Terminate a customer and or an employee s regular or locked sessions A session is usually locked by the system when a computer crashes during an operation and the number of users has been exceeded when a new session is opened In this case the user cannot log back into EDC To remedy this situation open dclock32 exe and go File gt Terminate all sessions or File gt Terminate Customer sessions like such t Access Management 0 x Help Lock System Unlock System Terminate all sessions Lock Customer Unlock Customer Terminate customer sessions Exit Alt F4 Terminate the session of all the users The one you choose depends on if you want to terminate all the sessions including the employees sessions or just a specific customer session This will in effect terminate both active sessions and old locked sessions from a previous crash etc Note Often the session is not entirely locked only one module cannot be accessed but you can log into the system In this case one can unlock operations in the System Information module like so 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual File Edit Report Help EA Edit Ctrl E Delivery Notes Delivery Exclusion List Route templates Client software trial email Noise words Label Templates Slave Record Centers Master record center password
70. d to have been done at this point To configure your PDT with EDC Client follow these steps 1 Open EDC Client go to the Management tab and then open the System Information module 2 In System Information go to File gt Configure PDT E System Information File Edit Report Help P view Report lt Print Report Print Setup Shift F Configure PDT Purge Error Log EDC vH Ctrl BkSp x Exit Alt F4 A window will open like so telling you to prepare your PDT for the data transfer do NOT press the OK button just yet or the transfer won t work I x G Prepare the portable terminal For the data transfer 3 Put your PDT in receive mode by pressing 1 Receive on your PDT 4 Now you can press the OK button to start the data transfer 2013 DocuData Software Corporation Technical Guide 161 5 Once the transfer is done you should see the message Transfer Complete on your PDT That s it Your PDT is now configured and ready to work in EDC Client Congratulations This concludes the section on PDT s 2013 DocuData Software Corporation 162 EDC Client 5 10 Technical Manual 4 10 SQL Reports All reports in EDC Client are done internally via SQL statements The reporting module uses ODBC drivers to connect to the EDC Client database and therefore needs to have a DSN setup in order to function When EDC Client is first installed it automatically creates a DSN entry by default it is cal
71. database engine initially sets this value the very first time it starts up and it writes the value to the Registry The value is set to 20 of physical memory up to a maximum of 32 MB After the Registry 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual setting is initialized whenever the engine starts up it reads the value from the Registry The engine never re calculates the setting Changing the value using Configuration updates the value in the Registry If you add or remove memory from the system you must modify this setting manually to take best advantage of the new amount of memory available This information also applies to the client software client cache if the Configuration setting Client Performance Tuning Use Cache Engine is turned on e Max Microkernel Memory Usage 50 This setting works in conjunction with the Cache Allocation Size setting just above Refer to the Pervasive Documentation if you need more info 2013 DocuData Software Corporation Technical Guide 115 WORKSTATION SETTINGS To access the server settings inside the control center browse to Configuration gt Client as shown below lt 9 Control Center Root E EH Pervasive SQL Engines E F SUPPORTOS Databases Engine Databases Client of Configuration Server Client i Access Communication protocols Pervasive 9 Control Center e Performance tuning a Security i Application characteristics
72. e If you forgot the credentials and or need to reset them you ll find this information inside the file tomcat users xml located in the conf folder of your Tomcat installation In a default installation that folder is located at C Program Files Apache Software Foundation Tomcat 5 5 conf After you ve entered the URL credentials and clicked Next you ll get this window 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual Deploy ActiveWeb Start Tomcat RPC Server Application l SSL Encryption Options Images Deploy Finish Back Next Cancel In this window you need to specify the SERVER NAME or IP address that hosts the EDC Client RPC SERVER edcclrpc exe the port and wether the RPC SERVER is using SSL encryption or not Note If you re unsure what these settings are refer to the startup parameters used to start the EDC Client RPC Server either command line parameters or service parameters depending wether the server is running as a process or a service You can always contact us at support docudatasoft com if in doubt When you re done click Next to get to the following screen 2013 DocuData Software Corporation Install Guide Deploy ActiveWeb Start Tomcat WAR file to deploy EE ener CAEDC EDCCLRTBINactiveweb war Application Application Name activeweb Options Images Deploy Finish Back Next Cancel This screen asks you the location of the WAR file to deplo
73. ease ensure that the firewall allows required connections as described in Firewall Settings for Installation 231 Run the Client Installer on the computer that will serve as server You should not install it va a remote desktop connection After the language is selected and the welcome screen has been displayed the Connection step will prompt the user with connection information The value for these required fields must be provided to the client EDC Client Installation 0 03 Start Connection H Folder Installation docudata Direct access Total control End Record center server 205 1 25 128 111 Client account Port 05025 11003 M SSLEncryption Password Previous Next Cancel The Record center server is the IP address or server name where the EdcRpc exe process is executing This must be identical to the value configured in the System Information module in the RPC Server at RC fields The Port is the TCP port number where the EdcRpc exe process is executing This must be identical to the value configured in the System Information module in the RPC Server at RC fields The SSL Encryption indicates if the communication with the record center will be encrypted This must be identical to the value configured in the System Information module in the RPC Server at RC fields The Client account is the account number customer key as defined in the EDC record center software The Password is the password
74. eb server is the recommended JSP environment Tomcat is free of any licensing costs As of February 2006 the latest version is 5 5 15 and may be downloaded from http tomcat apache org The file to download is apache tomcat 5 5 15 exe 2013 DocuData Software Corporation Install Guide e 2 3 9 3 Installing the JRE and Tomcat Important Before installing the Java Runtime Environment and Tomcat the current user must have administrator rights Installing the J2SE Java Runtime Environment To install the JRE launch the jre 1_5 0 _06 windows i586 p exe executable or later version Select the Typical setup type and complete the installation wizard This may require a reboot of the workstation Installing the Tomcat Servlet Container Note Tomcat should be installed in a DMZ separate from your internal network for better security Some information about DMZs can be found here http en wikipedia org wiki DMZ_host To install Tomcat launch the apache tomcat 5 5 15 exe executable or later version It is recommended to enter a password for the Tomcat admin user Tomcat is installed as a Windows service By default it is configured to start manually This should be changed to automatic This can be changed using the Configure Tomcat utility available in the Start menu or in the Windows service manager The Configure Tomcat utility is shown below 2013 DocuData Software Corporation EDC Client 5 10 Tec
75. ecause the printer is NOT connected directly to that machine The IP address needs to be the address of the computer where the thermal print server is running which in our drawing says it is 192 168 1 75 The port number is left to the default of 12077 the port on which the thermal print server listens to for incoming print jobs That s about it for thermal printing Next is just a note on laser printing Laser Printers Laser printing was originally only available in the EDC Client software to allow customers to print their own labels themselves but has been made available in EDC Client for convenience The printing is done on Avery sheets EDC Client supports the following Avery models Letter 8 5 X 11in 5095 5159 through 5165 5197 5198 amp 5199 5260 amp 5266 5960 amp 5972 A4 210 X 297mm e L7159 through L7170 e L7172 amp L7173 2013 DocuData Software Corporation 146 EDC Client 5 10 Technical Manual In order to use laser printers you also need to configure the label template for the printing to work properly The templates are located in the customer information module 1 Customer Information File View Edit Report Help Ctrl E Default order user Please refer to the EDC Client User s Guide if you need an explanation on how to modify the labels This concludes the section on printing 2013 DocuData Software Corporation Technical Guide 4 7 Language Dictionaries and Strings EDC Client s
76. ed if there has been network or disk I O errors to resynchronize the client database with the record center database When a client database is restored from a backup a manual replication should be used to resynchronize changes that occurred between the date of the backup and the current date Security Replication security 2013 DocuData Software Corporation Technical Guide 133 The SSL encryption used when SSL is chosen is 256 bit AES Advanced Encryption Standard See EDC Client Replication Configuration 48 for information on setting enabling SSL for replication For replication to occur with the record center the customer password specified in the Customer Information module must match the password at the record center To perform operations that require replication ex placing orders the user s login name must match an authorized user s login name at the record center See Operations that Require Replication 1321 for the full list of operations requiring replication 4 3 Networking amp Connectivity If your installation of EDC Client is distributed over a network and you have firewalls managing the incoming and outgoing connections you need to be aware of the default ports used by EDC Client and how to change those default ports if the need arises Please refer to the section entitled Installing EDC Client Services 61 of the Install Guide for an explanation on how to do this 2013 DocuData Software Corporation
77. efinition update file from us by contacting support docudatasoft com 2 Make a backup of the file called string dat located inside the data folder of your EDC Client installation 3 Rename the file you obtained from us to string dat and put it in the update folder of your EDC Client installation 4 Go to the bin folder of your EDC Client installation and run the file dimp32 exe Your dictionary is now updated with the new string definitions Note If the language you use in EDC Client is anything other than English or French you will also need to translate the new string definitions to match your language Basically this only applies if you use either Dutch or Spanish as your primary language in EDC Client Please refer to the section entitled Language Dictionaries and Strings in the EDC Client User s Manual If you don t have the User s Manual you can download it from ftp docudatasoft com client manuals english This concludes the section on Dictionaries and Strings 2013 DocuData Software Corporation 1 EDC Client 5 10 Technical Manual 2013 DocuData Software Corporation Technical Guide 1 4 8 Data Source Names DSN and ODBC This section of the manual shows you how to setup a DSN for EDC Client from scratch in case you would need to do so you usually don t need to Creating a DSN entry for EDC Client 1 Go to the ODBC Data Source Administrator You can access this via 2 different places o
78. environment the path will usually be a UNC path instead such as server EDC Client Data EDM Note also that each authorized user also has to have a valid working directory setup This is setup from the authorized user module and can be any directory that the user has write access to For more information on this please contact support docudatasoft com 2013 DocuData Software Corporation Install Guide 33 2013 DocuData Software Corporation 34 EDC Client 5 10 Technical Manual 2 3 2 9 Database Server s Data Source Name All EDC Client modules except for one use Pervasive s transactional engine which does not require this extra installation step However the SQL Report and the Pervasive Control Center a database navigation utility use ODBC to connect to the database via a DSN See the Install the data source name DSN on the database server section for configuration instructions 2013 DocuData Software Corporation Install Guide 35 2 3 2 10 Deploying EDC Client Since EDC Client does not use the registry a user can run any executable on a computer with Pervasive SQL as long as the user has access to the executables the configuration file dc cfg and the data and temporary directories that the latter references Therefore the binaries can be accessed from a local drive mapped drive UNC path It is suggested to place shortcuts to EDC Client in the user s Desktop directory Using a separate local copy
79. erred way of installing EDC Client for interaction with a record center because it 2013 DocuData Software Corporation Install Guide automatically configures the software and imports the necessary data from the record center directly into the software making it ready for use instantly This installer is ideal if you have a high speed internet connection Not recommended for dial up connections e RC Client Setup 36 RcClientSetup exe 91 6Mb Note If you have a firewall in place you need to make sure that TCP ports 11003 11007 and 11008 are open to the outside world incoming amp outgoing otherwise EDC Client won t be able to function properly after the installation This installer is basically the same as the Client Installer above except that the data from the record center is not imported automatically by the installer but instead is imported manually by you after the install This installation method is used mostly in situations where an internet connection is not always available unreliable or when the data to be imported is too big to be transferred in a reasonable amount of time over the internet Wether you choose the Client Installer or the RC Client Setup the end result is the same as far as the software goes The only difference is the way it is initially installed 2013 DocuData Software Corporation 12 EDC Client 5 10 Technical Manual 2 3 1 Standalone Client Installer This is the installer you use i
80. ers on its own With the Workgroup engine if you can see the computer on the network you can get to the data This relaxed security is intended for small offices where security is not an issue and ease of use is A behavior difference between the Server and Workgroup engines with regard to this lack of OS authentication on the part of the Workgroup engine is that the Mixed security policy for Btrieve is the same as the Classic security policy Gateway Support The Workgroup engine creates locator files everywhere it opens files allowing the engine to dynamically adjust gateway ownership on a day to day basis By default the Workgroup engine also runs under a user ID which can be authenticated on other computers and network devices The Server engine runs as system services The services typically do not have access rights to files on other computers or network devices Therefore replacing a Workgroup engine with a Server engine as a gateway in a workgroup environment is not supported User Counts The server engines start at 10 concurrent connections and the Workgroup engine starts at 5 Asynchronous I O The server engine for Windows makes use of Asynchronous I O This feature can provide a significant performance advantage Differences between the server and workgroup engine in version 8 of Pervasive Platforms 2013 DocuData Software Corporation no EDC Client 5 10 Technical Manual The NetWare and Linux engines are server engin
81. ervice s properties If the service does not start correctly it could be due to user access settings When running a service as explained above the replication is running under the local user SYSTEM who might not have the required rights to access replicator exe the database file as specified in the configuration file dc cfg Also note that the SYSTEM user might not have mapped drives It is possible to run replication as an administrative user by using the Log On tab of the replication service s properties Again please note that the mapped drives might not be available when the service is started since map drives are usually mounted during logon An alternative is to use UNC paths in the configuration file dc cfg Here are some points to keep in mind when installing an EDC server process as a service e Services can only be installed under Windows NT 2000 XP 2003 e You cannot use relative paths in the configuration file dc cfg when running EDC Server as a service You might need to log on as a user with proper access to the data if the service accesses data files on another computer When installing the service to access remote data you must specify UNC paths in the configuration file that the service is pointing to When installing the service from the command prompt you cannot use spaces in the path for the configuration you can use long file names You can start and stop the service from a command prompt using the command
82. es of virtual address space the process has used at any one time e Working Set Working Set is the current size in bytes of the Working Set of this process The Working Set is the set of memory pages recently touched by the threads in the process If free memory in the computer is above a threshold pages are left in the Working Set of a process even if they are not in use e Working Set Peak Working Set Peak is the maximum size in bytes of the Working Set of this process at any point in time Configuring a new Log Setting 2013 DocuData Software Corporation 122 EDC Client 5 10 Technical Manual In this example we ll be running the Performance Monitor on a Windows 2003 Server system with the Pervasive PSQL v9 5 Server Edition To start let s open the Microsoft PERFMON utility 1 Click on Start 2 Select Run 3 Type PERFMON and hit Enter or click OK When you open Performance Monitor for the first time it should look something like this ig Performance i A _ 2 5 x RS File Action wiew Favortes Window Help Le x gt ome poo mm uarobaa e Sela oeg m i Performance Logs and Alerts 100 r 5 961 Minimum 0 000 Maximum 152 962 Duration 1 40 ew 100 Avg Disk Queue Length _Total PhysicalDisk IDIONES 2K3 YM2 1 000 Processor Time Total _ Processor VWDIONES 2K3 VM2 Notice that there are three default counters Pages sec
83. es only Our Windows server engine requires Windows NT or Windows 2000 The Workgroup engine runs on any 32 bit Windows platform User Interface While the Windows server engine runs as a service the Workgroup engine is started as a regular process that has a tray icon for an interface It must be put into the startup folder if there is local data to be shared Network Connections The Windows server engine can use Named Pipes for operating system level file security and establishing connections Since Windows 98 ME does not allow the creation of named pipes the workgroup engine uses NetBIOS as a connection protocol Authentication and Btrieve Security Policies The server engine enforces file permissions set up in the operating system The Workgroup engine does not authenticate users on its own With the Workgroup engine if you can see the computer on the network you can get to the data This relaxed security is intended for small offices where security is not an issue and ease of use is A behavior difference between the Server and Workgroup engines with regard to this lack of OS authentication on the part of the Workgroup engine is that the Mixed security policy for Btrieve is the same as the Classic security policy Gateway Support The Windows server engine creates locator files in remote directories where it opens files This behavior allows it to be a designated gateway for remote files The workgroup engine creates locator files everywhe
84. f EDC Client EDC Client configuration file The configuration file is used by all EDC Client components By default the name of this file is dc cfg but it can be renamed if the executable is started with the cfgfile xxx parameter where xxx is the path and filename of the configuration file How an executable finds the configuration file e When an EDC Client executable is run with a cfgfile xxx parameter it searches for the configuration file at the path and filename specified by xxx e When an EDC Client executable is run without a cfgfile xxx parameter it searches for a configuration file named dc cfg in the Start in directory If the executable is run by double clicking it from Windows Explorer the Start in directory is the executable s directory How to edit a configuration file Even if the configuration file can be edited using a text editor it is recommended to use DcSetp32 exe This program will search for a configuration file as specified above in Configuration of EDC Clients and open if for editing The following dialog box should appear Each field is described below 2013 DocuData Software Corporation Install Guide EDC Setup 1 74 Database directory edeserver data Update directory edeserver update Request directory _ deoo o a Temporary file directory o temp Modem Name 7 Modem Port coms Label Printer Datamax Prodigy Max Port com M High Speed Da
85. f the data allowing them to work without being connected by a dedicated line A process named Replication insures the data synchronization It uses a client server architecture to communicate in a transparent way with the record center Here is an illustration of an EDC Client system and the link which it maintains with it s record center The servers represented in the following illustration are conceptual All servers can in fact reside on the same machine it can be a Windows based server or workstation EDC Client Client Server Database EDC Workstation EDC Replication Request Reply protocol over Internet Link Record Center Firewall 2013 DocuData Software Corporation Install Guide 9 2 2 System Requirements Technological Architecture The Windows based system uses client server architecture The clients are Win32 based applications The Web based system is a multi tier architecture using AJAX JSP Java and XML RPC web services The internet browsers supported are Internet Explorer 7 or more Firefox 2 or more Google Chrome all versions Apple Safari 4 or more Server platforms and operating systems Windows 2000 XP 2003 Vista 2008 EDC and Pervasive Linux Pervasive only Workstation and server minimum recommended requirements 64 Bit Data Server Microprocessor Athlon
86. f you want to have EDC Client installed as a standalone application to manage your In House files only Use this installer if you are NOT connected with an external record center Here s the steps for installing EDC Client via the standalone Client Installer ClientSetup exe 92MB 1 If you don t have it already download the installer with this link ftp docudatasoft com client newsetup ClientSetup exe Also don t forget to get the Customer System Number Customer Key and Serial Number for the software from us if you don t have it already You can get it by contacting us either through email support docudatasoft com or by phone at 1 877 789 2789 Toll Free Anywhere in North America or 1 514 789 2789 W orldwide 2 Open Run the ClientSetup exe file If you don t have Pervasive already installed the setup will install it for you Here is the message you will get if this is the case Setup hmm Q This program will install EDC Client The Pervasive SQL workgroup database will be installed before installing EDC Please select Complete installation On some older operating systems a reboot of the workstation may be required if system files require updating If the workstation reboots after installing Pervasive SQL please restart the installation process The program may appear unresponsive at the beginning of this process Continue with installation Yes No 3 If you already have Pervasive installed or afte
87. fault value is no your windows login remo32 exe name to login into EDC bypassing the EDC login screen cfgfile Path to dc cfg file Indicates the location of docu32 exe the configuration file remo32 exe used for the executable dclock32 exe edcrpc exe edcclrpc exe imgser32 exe licens32 exe ordcheck exe ordmon32 exe replicator exe thermalprintserver exe update exe servicename Any name you want as Gives an alternate edcrpc exe long as there is no name to the service edcclrpc exe space AND none of instead of using the imgser32 exe these characters in the default built in name of ordmon32 exe name the service replicator exe ATAT ta thermalprintserver exe Usually it is preferable to start the service name with EDC to easily differentiate them from other windows services portno Any port number above Assigns an alternate edcrpc exe 1024 port number for the edcclrpc exe executable to imgser32 exe communicate on replicator exe instead of using the default built in port for the service 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual replicationinterval threadrecipient exportdaf rcrpchost yes or no default value is no A number indicating the number of minutes between replications A time in the 24H format example gt 22 30 A time in the 24H format example gt 22 30 yes or no default value is yes yes or no default value is yes yes or no
88. fford any downtime in the event of a system failure Pervasive Data Exchange offers replication that can offer hot backup Having a slave site can also be used to run reports against without slowing down the main site with large queries If your business runs 24x7 continuous operations can be used Pervasive also has a backup agent for popular backup software but butil startbu can also be used If you are using Pervasive version 9 we strongly suggest rebuilding all tables in version 9 as that feature does not segment files over 2Gb Like the older versions do and allows file sizes up to 256Gb Version 9 with Service Pack 2 Installed Gives better overall stability and performance Defrag your server and workstation hard disks every 3 6 months for optimum performance Hopefully these extra settings and tips will be of help to you if you ever feel the need to change Pervasive s default settings For more information on Pervasive please read the help manual that comes with your installation 2013 DocuData Software Corporation Technical Guide Pervasive Workgroup as a service Pervasive Workgroup doesn t run as a service by default Although the Workgroup engine runs fine on client machines with its default installation options it is our observation that for server installation this engine is more reliable when installed as a service Not only that but users don t need to be logged in the system for Pervasive to run as opposed to a reg
89. glish TEMP Folder C DOCUME 1 erickpSLOCALS 1 Temps Windows Directory C WINDOUS System Root C WINDOWS System Directory C WINDOWS system32 System Path C PHPS C PY YSWN bin C WINDOWS system32 C WINDOWS C WINDOWS System Drives Available Drive A Removable Drive Drive C N Fixed Disk Drive D CD ROM Drive G Remote Drive lt WGE as Service 5 Select the WGE as Service menu item like shown in the picture above Another window will then open like so WorkGroup Engine as Service Install Service i Start Service stop Service Uninstall Service Add Pre Load to Startup l BTRY Only Option 6 Now simply press the Install Service button to start the install Note Do NOT select the BTRV Only Option 7 Once the install is complete you will get a message like so 2013 DocuData Software Corporation Technical Guide no WGE as Service x G Service Installed and Started 8 Press the exit button to close this window That s it Pervasive is now installed as a service Steps to uninstall the Pervasive Workgroup service 1 Make sure no one is using EDC 2 Browse to CAPVSWi bin and execute the pvsw exe file 3 Execute pvsw exe You will get a window like so Support Tool Box File BESS view Help Remove SAT Entries PM February 5 2007 VSW EXE Version 2 10 Correct Status 14 t Remove Server Not Running Entries
90. he ServiceName parameter was used during installation the name specified should replace EDC_Client_Replication Uninstalling the replication service To uninstall the previously installed service Replicator Exe uninstall ServiceName EDC_Replicat If the ServiceName parameter was not used during the installation the ServiceName parameter can also be omitted from the uninstall command 2013 DocuData Software Corporation 52 EDC Client 5 10 Technical Manual 2 3 4 4 3 Replication Command Line Parameters This is to be used as a reference for the command line parameters for replicator exe install uninstall ServiceName xxxxx ReplicationInterval xx Start xx xx Stop xxX XX CfigFile xxxxx Used to install the replicator as a service See Running Replication as a Servicel 43 for more information Used to uninstall the replicator as a service The ServiceName xxxxx parameter explained below will be needed if the replication was installed with this parameter See Running Replication as a Servicel 49 for more information Used to specify a different service name than the default EDC_Client_Replication when installing or uninstalling the replication as a service See Running Replication as a Senicel 4S for more information Specifies the time interval between replications The default replication interval is 15 minutes Not all information is replicated at this interval See Repli
91. hen an application first accesses the database and it unloads a few minutes after that application is stopped After the client cache engine starts a tray icon appears allowing you to control the client cache from the Windows task bar 2013 DocuData Software Corporation ne EDC Client 5 10 Technical Manual Some users may wish to keep the client cache in memory at all times to avoid the performance cost of re populating the cache with each usage session If you want to keep the client cache loaded simply run it from the Pervasive program group menu before you start any applications that use the database engine To run the client cache choose Start gt Programs gt Pervasive SQL gt Engines gt Cache Engine To stop the client cache right click on the client cache tray icon and choose Stop Engines and Exit Pervasive SQL keeps the client cache fully synchronized with the database engine cache and other client cache locations This behavior is entirely transparent meaning that you should never need to worry about what records are or are not in any given client cache The following operations are not stored in the client cache everything inside a transaction operations with a lock bias write operations such as insert update delete opens and close operations NOTE This setting has no effect if the Allow Cache Engine connections on the server is set to off A few other important things about Pervasive e If you cannot a
92. hnical Manual Ricci nn xi General Log On Logging Java Startup Shutdown Service Name TomecatS Display name Apache Tomcat Description Apache Tomcat 5 5 15 Server http tomcat apache Path to executable C Program Files Apache Software Foundationi Tomcat 5 5 binitomcats Startup type F Service Status Started tart Stop Ww EO J wi t uw The service should be started at this point Opening the page http 127 0 0 1 8080 on the workstation where Tomcat is running should display a page similar to 2013 DocuData Software Corporation Install Guide Apache Tomcat 5 5 15 Mozilla Firefox File Edit View Go Bookmarks Tools Help i Q amp o gt 5 amp A E http 127 0 0 1 8080 co ia a Apache Tomcat 5 5 15 X The Apache Jakarta Project http jakarta apache org If you re seeing this page via a web browser it means you ve setup Tomcat successfully Congratulations As you may have guessed by now this is the default Tomcat home page It can be found on the local filesystem at CATALINA_HOME webapps ROOT index jsp where CATALINA_HOME is the root of the Tomcat installation directory If you re seeing this page and you don t think you should be then either you re either a user who has arrived at new installation of Tomcat or you re an melmsinintratar sidan haan ant bin Mane nantia aiita vied Done 2013 DocuData Software
93. il back to the menu with the selection 3 MEM and choose this selection 7 Enter the new EXEC memory at 472 8 Press ESC to exit to the command prompt 9 Using the Unitech PtComm program drag and drop the PT630EN EXE English and or PT630FR EXE French programs to the PDT as needed 10 Boot again in admin mode as described above Select 1 SUPERVISOR 7 SYS 2 PROGRAMMING 1 ADD PROGRAM press Enter to confirm adding PT630EN EXE to ROM Press 1 to confirm deleting program in RAM Disk Repeat for PT630FR EXE if needed 11 Boot again in admin mode as described above Then select WARM START At the prompt type PT630EN for the English version or PT630FR for the French version Your PDT should now be programmed You can now jump directly to the section on how to connect your PDT s 2013 DocuData Software Corporation Technical Guide 159 4 9 2 Connecting the PDT Whether your PDT is connected via a cable or a cradle the principle is the same You simply need to connect it to a serial port that is usually located on the back of your computer Most standard computers nowadays come with at least 2 com ports COM1 and COM2 Refer to your computer s documentation to know which is which Once plugged in you need to tell EDC what port it is on by specifying it in the dc cfg file To do this you open the file dcsetp32 exe located in the bin folder of your installation Once opened you ll see a window like so EDC Setup
94. imeout for a customer To set the timeout differently for a particular customer go in the Customer Information module of EDC Client and modify the Web Time Out to a value in minutes of your choice If you leave the setting at default it will use the timeout value that is set for the whole website on the command line as in point 1 above 3 Setting the timeout for a user To set the timeout differently for a particular user go in the Authorized User module of EDC Client and modify the Web Time Out to a value in minutes of your choice If you leave the setting at default it will use the timeout value that is set for the customer in the customer information as in point 2 above 2013 DocuData Software Corporation Install Guide 2 3 9 9 Tomcat amp IIS Tomcat can also be used as a plug in in Microsoft s IIS web server for java based request processing It works in a similar fashion as what a cgi script would do 1 Request is first being received by IIS 2 IIS determines it is a java based request 3 IIS redirect the request to Tomcat for processing 4 Tomcat returns the processing result to IIS 5 IIS returns the result to the requesting web browser Note Tomcat and IIS should be installed in a DMZ separate from your internal network for better security Some information about DMZ s can be found here http en wikipedia org wiki DMZ_host There is 2 common ways to install Tomcat as an IIS plug in
95. imitive way would be to do a simple copy amp paste of your installation folder on the medium of your choice 5 Restart your Pervasive and EDC Client services Your back up is now done Restore Steps 1 Make sure no one is using EDC Client 2 Shut down any EDC Client services or processes that may be running 3 Shut down all Pervasive engines Transactional amp Relational 4 Restore copy back your EDC Client installation folder from your backup medium to its original location 2013 DocuData Software Corporation 168 EDC Client 5 10 Technical Manual 5 Restart your Pervasive and EDC Client services Your restore is now complete The next section shows you how to do your backup amp restore when you have no down time 24hours day operations 2013 DocuData Software Corporation Technical Guide 169 4 13 2 Continuous Operations Live Backup This procedure is based on the fact that your operations are always continuous 24hours day If this is not your case and you don t operate 24hours day then refer to the previous section entitled Normal Backup amp Restore Procedures 1671 Note Continuous operations is a Pervasive feature not an EDC feature that lets you backup your database files not your EDC Client executables while they are in use so you do need to read Pervasive s documentation on this to understand how it operates Here s some links for this Pervasive 8 x documentation http www perv
96. ined from us in step 1 above Note The serial number is case sensitive 9 Once the numbers are entered click the OK button to continue The installation will then complete like so Setup EDC Client 2 5 xi Installing f 7 Please wait while Setup installs EDC Client on your computer a Finishing installation Cancel 10 After the installation is completed the setup will prompt you a screen like so 2013 DocuData Software Corporation Install Guide Setup EDC Client 2 5 xj Completing the EDC Client Setup LY Wizard d OCU d a fa Setup has finished installing EDC Client on your computer The application may be launched by selecting the installed icons Direct access Total control Click Finish to exit Setup MV Launch EDC M Launch Image Server only required for imaging 11 Here you can choose to Launch EDC Client and the Image Server straight away suggest you start both of them now to validate that the installation worked as planned Once started you will get to the login screen of EDC Client like so 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual Utilisateur User 15 x 2 Name e gt Supervisor X Cancel l Change Password Changer mot de passe 12 A Supervisor account is already installed in the system for you initial login Click on the OK button to enter EDC Client A window will then open prompting you to enter
97. ion Location Where should EDC Client be installed C EDC Client Here you can choose another location if you so wish or use the default installation path personally chose to use C EDC_Client as my path because choosing a path with no space in it will make it easier for me in the future if wish to setup some EDC processes as services This is not mandatory but useful Either way you choose won t affect the way EDC works 6 When you re done click Next to proceed to the next step 2013 DocuData Software Corporation Install Guide 15 x Ready to Install Setup is now ready to begin installing EDC Client on your computer Click Install to continue with the installation or click Back if you want to review or change any settings Destination location C EDC_Client 7 The setup is now ready to install EDC Client Click the Install button to proceed The setup will then extract and copy the files in the appropriate location Hl x Installing Please wait while Setup installs EDC Client on your computer Extracting files C EDC_Client Bin Bin REC8DAN DAT a 2013 DocuData Software Corporation 16 EDC Client 5 10 Technical Manual 8 Once all the files have been copied to their rightful location the EDC Licensing Screen will then open x ae Customer Key Serial Number Here you need to enter the Customer System Number Customer Key and Serial Number you obta
98. ire Replication 4 2 4 4 2 5 Following is a list of all the operations that require the EDC replication services provided by the Repilcator exe process Placing an order in the Order module Refreshing a box or file in the Box module and File module respectively This operation may be used to immediately refresh the item information with the record center For example if the replication is configured to synchronize every 15 minutes a user may want to refresh immediately rather than wait for the next replication session Change a document type code Document types must be synchronized at all times with the record center so when a document type code changes a request will be sent immediately to change it at the record center Change a department or sub department name Departments must be synchronized at all times with the record center so when a department or sub department name changes a request will be sent immediately to change it at the record center Performing an On demand replication in the System Information module Viewing the replication log in the Box and File Maintenance module On Demand Replication It is possible to force a manual replication from the EDC Client software This feature is available by clicking On Demand Replication found in the System Information module s File menu The operation will request a date interval This is a seldom used operation and is not required under normal operation It may be us
99. is completed the setup will prompt you a screen like so Setup EDC Client Completing the EDC Client Setup Wizard do Cu d a fa Setup has finished installing EDC Client on your computer The lication may be launched by selecting the installed icons Direct access Total control SPP y ng Click Finish to exit Setup V Launch EDC Client 2013 DocuData Software Corporation Install Guide 4 14 Here you can choose to Launch EDC Client straight away suggest you start it now to validate that the installation worked as planned Once started you will get to the login screen of EDC Client like so Utilisateur User i lo0l x Name First Name gt Smith John Jf OK XxX Cancel l Changer mot de passe Change Password 15 A Supervisor account is already installed in the system for you initial login Click on the OK button to enter EDC Client A window will then open prompting you to enter a password like so Password Mot de passe x Smith John S OK X Cancel 16 The initial password for the supervisor account is mainkey so use this to login this first time 17 Once logged in the main screen of EDC Client will open like so 2013 DocuData Software Corporation a EDC Client 5 10 Technical Manual EDC lolx File Help Customer Management Orders J File Search Opened Modules Document J Select That s it
100. is option is not used for EDC Client Keep Open After Logout When checked this option restarts EDC Client after the main window is closed This option is useful on workstations used by many employees Configuring the EDC Client application In EDC Client the System Information module accessible from the Management tab holds the EDC Client deployment information This module is divided into three sections the first is unnamed the second is RPC Serers and the last is Imaging As the administrator only the last two sections are relevant RPC Servers This section contains information required for replication which is the act of synchronizing information between a client and the record center See EDC Client Replication Configuration 43 for more information Imaging This section contains information required for imaging which is the component of EDC that accesses and stores digital versions of documents delivery slips and return slips See EDC Client Image Server Configuration 58 for more information Important Note In this same section you will find a setting for Documents Directory Even though this setting only applies to version SAE of the software you still have to set it to a valid path By default the documents directory called EDM is located directly under the data directory in EDC Client For example on most machine it is located at C EDC Client Data EDM Note that if EDC Client is installed in a networked
101. ld The field here accepts either the printer name directly if the printer is connected to your server or a UNC path if the printer is on a network like in the example shown above The printer name is the name you see in the printer setup page shown here 2013 DocuData Software Corporation 140 EDC Client 5 10 Technical Manual Eee ll r Printer a a Name SODMTLDCO1 Sprinter z Properties E Status reception Zebra 24M Plus 203 dpi Type Adobe PDF Where hp photosmart 1215 series Microsoft Office Document Image Writer Comment PDFCreator F Paper Orientation Size Letter x Portrait Source Automatically Select x Landscape Network Cancel In the case of this printer the name is DDMTLDCO1 printer You can access this page by going to the Box module of EDC Client and go File gt Print Setup like so W Box DEMO D Client Demo D File view Find Edit Help P view Report gt lt gt Print Report gt Report Options gt Print Thermal Label F Print Thermal Labels Print Laser Labels Print Labels By Location Print Box Details Batch indexing gt Print Setup Shift F7 If you choose to print via the windows printer drivers you also need to configure the label template for the printing to work properly The templates are located in the system information module 2013 DocuData Software Corporation Technical Guide Kum
102. le over the Internet Uses the http or https secure socket layer protocol Uses XML RPC remote procedure calls between EDC Client and EDC Record Center Runs as a background process or service and requires minimal user intervention Easy to configure In the past replication required two processes on the customer s side Now only one process is required replicator exe Another much awaited improvement is the higher speed of replication 4 2 1 Architecture Each workstation only requires Pervasive SQL as well as access to executables and the configuration file The workstations communicate with the EDC Client database replication and image servers which can all be located on the same computer One copy of the replication process must run whenever EDC Client is used when interaction is needed between the customer and the record center For example replication is required to place orders See Operations that Require Replication 1s2 for a longer list of such activities One copy of the image server process must run in order for EDC Client to access or store digital version of documents found in the File module Each EDC Client workstation must be made aware of the location of the replication server and image server Installing and Testing Replication 48 and Installing and Testing the Image Serverl 58 explain how to make this possible 2013 DocuData Software Corporation 130 EDC Client 5 10 Technical Manual 4 2 2 LE
103. led EDC_CLIENT for the report module so you don t usually need to set one up yourself If for any reason you wish to make one from scratch refer to the section Data Source Names DSN and ODBC 8 in this manual In the event that you decide to use another DSN name you would have to start EDC Client with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example EDC Client Properties 2 x General Shortcut Security A EDC Client Target type Application Target location BIN Target JEDCCLAT BIN REMO32 EXE dsn DSNTEST IV Runin separate memory space J Run as different user Start in c EDC EDCCLRT BIN Shortcut key None Run Normal window a Comment Find Target Change Icon Cancel Apply This concludes the section on reports 2013 DocuData Software Corporation Technical Guide 163 4 11 Access Management 4 11 1 Controlling Access With DcLock32 This application dclock32 exe is normally used for three 3 different reasons Note1 You can find the dclock32 exe program in the bin folder of your EDC Client installation Note2 Specific users either at the record center or at a client s site can have access to this program To set up these users go in the Customer for a client or Management for an employee section gt User Group Employee Group or Authorized user Employee gt Edit gt Edit ad
104. like so 2013 DocuData Software Corporation 2 EDC Client 5 10 Technical Manual EDC installation for electronic documents 1 11 Start License Connection Folder ActiveVVeb Installation End EDC CLIENT SOFTWARE LICENSE TERMS THE USAGE OF THE EDC SOFTWARE PRODUCT INDICATES YOUR UNDERSTANDING AND ACCEPTANCE OF THE FOLLOWING TERMS IF YOU DO NOT ACCEPT THESE TERMS YOU MUST CANCEL THE INSTALLATION PROCESS AND REMOVE THE SOFTWARE FROM YOUR COMPUTER SYSTEM These terms are legal and binding between the Customer and DOCUDATA Software Inc also referred to as IDOCUDATAL located at 1 Yan Horne Avenue Montreal Quebec Canada H2T 2 1 Grant and Basis of License DOCUDATA grants the Customer a non exclusive non transferable perpetual license to the software and materials enclosed subject to the terms set forth in this document The Customer is responsible for selection of the software as suitable for its needs The Customer has specified the number of Licenses they require and is based upon Customers number of concurrent users accept the terms in the license agreement C do not accept the terms in the license agreement Previous Next Cancel Note When you click Next to accept the License Agreement you might get the following message if you have any of the following Microsoft Office applications running Word Excel Outlook amp PowerPoint i Please close Word Excel Outlook and PowerPoint before co
105. llowing mappings for ActiveW eb activeweb wlb activeweb wlb 9 For IIS 6 and later only Add and allow the isapi_redirect dll file as a new web service extension 10 Try http YOU_URL_HERE activeweb index jsp If it does not work restart the IIS Admin Service and try again This can be done in the Windows services accessible from Start gt Run gt services msc Notes This has been tested with IIS 5 amp 6 and Tomcat 5 5 9 and is expected to work with any subsequent version of those servers Use a commercial plug in from a software vendor If you find that installing the free plug in is too complicated for you or you find that you don t have enough time to figure it out there is always some companies that offer their own commercial plug ins for a fee These companies can also generally help you out with the installation for an additional fee Here is a company that we know provide such servces http www neurospeech com Products JspISAPI aspx This is the actual company that one of our client uses with success This concludes the section on Tomcat amp IIS 2013 DocuData Software Corporation Install Guide 2 3 9 10 Required Access Rights ActiveWeb users need to have certain access rights available to them prior to use ActiveWeb in order to use it effectively Please refer to the section entitled ActiveWeb in the EDC Client User s Guide for help on setting those access rights 2013 DocuData Software C
106. lways use an absolute path here Relative paths have been known to cause problems in the past If your absolute path contains spaces you need to enclose your parameter between double quotes as such cfgfile C path to my cfg file Note that this parameter is mandatory for any EDC service install servicename This parameter indicates the name of the service itself This is the name that you would normally see when you open the servces control panel from within windows This parameter is optional because there is a default name that is assigned to the service when you install it without that parameter Only use this parameter if you wish to change the default values Here is a list of default service names for each of the three services EDC Service executable name Default Service Name XML RPC Server edcclrpc exe EDC Client RPC Image Server imgser32 exe EDC Image Server Client Replication Server replicator exe EDC Client Replication portno This parameter indicates what port you want the service to use for it s communications Like the servicename parameter there is also some default port values that these services uses Here is a list of these default ports 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual EDC Service with executable name Default Port Number XML RPC Server edcclrpc exe 11004 Image Server imgser32 exe 11001 Replication Server replicator exe 11008 Note that these
107. mand as described in the Pervasive documentation above Your back up is now done Restore Steps 1 Make sure no one is using EDC Client 2 Shut down any EDC Client services or processes that may be running 3 Shut down all Pervasive engines Transactional amp Relational 4 Restore copy back your EDC Client installation folder from your backup medium to its original 2013 DocuData Software Corporation 170 EDC Client 5 10 Technical Manual location 5 Restart your Pervasive and EDC Client services Your restore is now complete This concludes the section on backup amp restore 2013 DocuData Software Corporation Technical Guide 4 14 Command Line Parameters Below is a listing of all command line parameters what they mean and with which executables they belong Unless otherwise noted the command line parameters always have the form parameter value so for example starting the networklogin parameter would be written like networklogin yes Note If you want to know what a particular executable is or what its function is you can refer to the section entitled EDC Client Component Listing 7 later in this guide for an explanation Note Parameters that have a yes or no as their possible values use the default value indicated below if the parameter is not mentioned when starting the executable Parameter Possible values Meaning Executables networklogin yes or no Enables you to use docu32 exe de
108. nce Pervasive is installed Here s some screenshot that will help you find those Programs Accessories Administrative Tools Component Services dal b Documents Citrix Computer Management Pervasive SQL V8 Data Sources ODBC Event Viewer v Pew Pewee Settings Quintessential Player Microsoft Visio Local Security Policy aal Search Microsoft NET Framework 1 1 Configuration Microsoft NET Framework 1 1 Wizards OpenOffice org 2 0 Color Wheel Pro hp photosmart HP ScanJet Software y Help BD Performance A v 2 Run Services lt Log Off erickp Telnet Server Administration Internet Services Manager Gahearxer oo Shut Down Personal Web Manager Programs Accessories Administrative Tools Documents Citrix Other Utilities gt Eg ODBC Administrator Settings Quintessential Player Search Microsoft Visio OpenOffice org 2 0 Color Wheel Pro hp photosmart Help Run HP ScanJet Software y P P V lu E Ey Log Off erickp uw y or 9 6 Note These screenshots were done on a windows 2000 machine If you are running another version of windows it might not be exactly in the same place but it should be close 2 Browse to the System DSN tab and click the Add button You ll then be prompted to choose a driver for your new DSN Choose Pervasive ODBC Engine Interface and click finish like such 2013 DocuData Software Corpo
109. ndow choose Ctrl or click on the Plus sign above the window 2 Change the Performance object to Process by selecting it from the drop down list 3 On the bottom right hand side of the window click next to Select instances from list and choose ntdosmgr by clicking on it 4 On the bottom left hand side of the window click next to Select counters from list 5 Hold down the Ctrl key while you select the following counters from the available list Handle Count Private Bytes Thread Count Virtual Bytes Virtual Bytes Peak Working Set Working Set Peak agQroadow 6 Click Add and then Close to return to the System Monitor window 7 Ifthe graph appears to be frozen you can use Ctrl F to start the counter 2013 DocuData Software Corporation 126 EDC Client 5 10 Technical Manual Now that you have learned how to setup the Microsoft Performance Monitor you can run your application and monitor the Pervasive PSQL database engine activity 2013 DocuData Software Corporation Technical Guide 4 1 6 Pervasive SQL Licensing When installing Pervasive SQL without a license a temporary 3 month trial license is used A new license can be installed via the License Administrator a Pervasive SQL utility accessible under the Pervasive SQL group in the Start menu A license is unique by major release Updates causing a sub version number change does not require a new licen
110. net start EDC_ImageServer and net stop EDC_ImageServer If the ServiceName parameter was used during installation the name specified should replace EDC_ImageServer Uninstalling the image server service To uninstall the previously installed service ImgSer32 Exe uninstall ServiceName EDC_Imaging 2013 DocuData Software Corporation Install Guide s If the ServiceName parameter was not used during the installation the ServiceName parameter can also be omitted from the uninstall command 2 3 5 4 3 Image Server Command Line Parameters This is to be used as a reference for the command line parameters for ImgSer32 exe install Used to install the image server as a service See Running the Image Server as a Servicel 54 for more information uninstall Used to uninstall the image server as a service The ServiceName xxxxx parameter explained below will be needed if the image server was installed with this parameter See Running the Image Server as a Service 5A for more information ServiceName xxxxx Used to specify a different service name than the default EDC_ImageServer when installing or uninstalling the image server as a service See Running the Image Server as a Senicel 5 for more information CfgFile xxxxx This specifies an absolute path and filename to the configuration file dc cfg This is a required parameter if the image server is being installed as a service See Running the Image
111. nly available in the SAE edition of EDC Client Steps to install the viewer All you need to do really is configure the dc cfg file to tell EDC where to find the viewer 1 Open the file dcsetp32 exe in the bin folder of your EDC Client installation to edit your dc cfg file You ll see a window similar to EDC Setup 1 82 E Database directory Update directory AUPDATE E Temporary file directory TEMP E C Direct Serial Printer Label Printer Datamax Prodigy Max Port lc OM F High Speed Printer IP Windows Printer Driver Printer Name PDF Creator Wand Port com2 Building VH T Keep Open Aftoreeaen EDM Viewer C EDC EDCCLRT BIN Edc View exe config file Jf Ok X Cancel As you can see in the red circled area you need to indicate where the EDCView executable file is located By default that file is also located in the bin folder of your EDC Client installation The location of the config file EdcView ini is optional if it is located in the same folder as the EDCView executable In other words you only need to specify it s location if it is NOT located at the same place as the viewer 2013 DocuData Software Corporation Install Guide 99 executable The viewer will look for the ini file in the order 1 If specified with the parameter cfgfile c edcview edcview ini when launched path is fictional here 2 If not specified with cfgfile
112. nsencuphepseiie sauna dsustvad candsbessiesansadenesdebe sedate fententesnds 34 Deploying EDC Che nttse ap sceredics nea a a a A ea Ld ahaa aie eases 35 RC Client Setup Aaa EE E E E S E 36 Installing and Testing Replication cssccssccsssesssseseesseecseersnesseeseneeseesenesseeseneseeeseesenesseesenesseesenesseeseeeneeeseeeans 45 S lecting a Replic AtlON Serv ersi sg Aikaa EE E AR a ara e dae iaasa iE iet 45 EDC Client Replication Configuration cece ccc cceeeseeeceeeeeeecaeceeeeseeeesaeeesesaseesaseesesaseesaeeeseetaseeseeeseesage 45 Ports Us def Or Replication a a aaea a Ea AA aaia cassdneacetaanscnunasanazesnhgasuensaieteansaazued 46 Running Replic ations ache E T T E E A 47 Running Replication in the Startup group sssssssssnsssssssnsrsrnsisisrnrnsinrnrasinrnsininrnrainrnnninrnnnninrnrnsrnrnnnnnnnne 48 Running Replication as a Service Replication Command Line Parameters WS Of COMPIQUI ATOM a E chee a cee Seed oy acd ase aging etna E S TESTING IRE PIIC ATION waco ks c tes cectkacfetiveensdh denicesnsusesavuncysxyseiatestenseatugucensastacehuteisnsi vst sti sdeshussnabaia CSE Na SJEA EA ELETTI NEA Installing and Testing the Image Server csscssecssecseeessecseeeseneseeseneesenseneesesseneseeeeesnaeesesseneeseasenenseeseneneeeneeenes Selecting a computer for the Image Seren eee ee eee tees eee seee cece cae seesoesoeseseeseessegsesaseseseeees EDC Client Image Server Configuration ccceccccceccecse
113. ntinuing 5 Accept the agreement and click Next to get to the next window like so 2013 DocuData Software Corporation Install Guide 93 EDC installation for electronic documents 1 11 Start License 0 Connection Folder docudafla Direct access Total control ActiveVVeb fe a M CA N Installation Serice name EDM_DEMO Sy Sent email prefix EDM_DEMO Icon 0 al EDC Client RPC Service 127 0 0 1 Port 11004 M SSL Encryption EDC Local Service Port 11010 Previous Next Cancel 6 Using the information you gathered in step 1 above fill in the information in the form The EDC Local Service port number should not be changed unless it is already being used by another application The Sent email prefix field will be used when sending emails out of EDM This prefix will be inserted in the subject of your email Once the form is complete click on Next to start the installation Note If your EDC Client RPC Server edcclrpc exe is not running at this point or if the information in the form is not valid you will get the following error message Unable to connect to the EDC client RPC server Verify the connection parameters EldSocketError Socket Error 10061 Connection refused If this is the case make sure your connection parameters are correct and the client RPC server is started When everything is ok the installation will continue with a window prompting you for the EDC
114. o be used by IT administrators and the likes or whoever performs computer related maintenance in your business Basic knowledge of networking and system administration is assumed here Your Feedback Your feedback and opinion is very important to us If you find errors in the document or have suggestions on how to improve it please feel free to send us your comments at support docudatasoft com The DocuData Team 2013 DocuData Software Corporation Introduction 1 1 Conventions used in this manual This manual was created for both online viewing and print When references to other topics are made throughout the manual they are made with hyperlinks to enable you to browse to the referenced topic with a simple click of the mouse A page icon with the page number inside is always located to the right of the hyperlink to reference page numbers when the manual is printed The page icons looks something like this 25 In this case it would mean that the referenced topic can be found on page 25 of the manual Example Here is a reference to the start pagel 1081 of the technical guide 2013 DocuData Software Corporation Ea EDC Client 5 10 Technical Manual 2 2 1 Install Guide Architecture The EDC Client software is a complete records management software which offers the ability for a company to be electrically connected with it s record center by an internet link The organization and the record center both have a copy o
115. o connect to the server with the client cache engine When set to Off clients will still connect to the Server but will not use the client cache engine Communication protocols e Enable auto reconnect on This setting specifies whether you want the server to support clients attempting to auto reconnect during a network outage 2013 DocuData Software Corporation Technical Guide 113 e Supported protocols TCP only if using TCP of course This setting specifies the protocols on which the database engine listens for client connections If more than one protocol is specified the database engine listens on all specified protocols and slows down the initial connection time Data integrity e Transaction Durability On When turned ON this feature will slowdown the speed of your database operations a bit but will ensure better recoverability of your data in the event of a system crash or other unanticipated problems When turned off it s the opposite faster database operation but no guarantees as to the state of your data if something goes wrong Here at DocuData we recommend setting this option to ON Memory Usage e System cache Off Using the Windows system cache adds more overhead in general If the Pervasive cache allocation size is large enough there is no need for the system cache Performance Tuning e Cache Allocation Size Between 20 and 40 of your total physical memory size This setting is dependant on many f
116. oftware ccceeesseceeeeeseeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeaeeeseeeaeeeseesenees 107 The Pervasive Control Cernter PCC cesccscccssesssesssesseeseeesseeseessceeseesseesseessnenseeseneneessssaeesseeeneesseeeseesenesenenes 108 Differences Between Engine Types and Pervasive Versions 109 Optimized Pervasive Settings s snnnnsusnnnnsnnennnnnrnnnnennennnnnnnnnnnnnnn nn 112 Pervasive Workgroup as a service 117 Performance Monitoring s0e0 we 121 Pervasive SQL Licensing s s s ws 127 Pervasive SQL Trouble SHOOtING a i cesta ents raecseensiceeuestaeyecndenatetcessetecewsas sedcetesveupedeevoersebdeneentes 128 Fe PLIGa thon scesi nena ANEA EA EANAN EERENS ENA ANAE TAN AISR AT 129 aleae TNA AEPA E E E E E EA E E A A ATT 129 Replication Process Explained ccccsssssssssssseeseesseesessesessessessesseeseeseeseeseesnesaesaesaesanssnssneseesauseasausessensnuaneas 130 Operations that Require Replication ccsssssssesssesessesnessesseveeseessesseeseesausaesesaeeseeseeseesausaesaesaeuaevanvaneanes 132 On Demand Replication ceccsessessessssessessesseesesseesesseeseesoesnesaesaevaeseesesseeseesaesaesaesaesseeseeseesaesaesaesaeuaevanvaneanes 132 SO eliT a i a a S E E EA T 132 Networking amp Comme ctivity ccccceccceeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeenenseeeeeess 133 EDC Client SCrVviCe Si cciss 2c cccaccecatesezdececaeegctedasedzcccaagess TEORA AA T
117. on Technical Guide 131 in the next replication session PreAdd boxes and files deleted at the record center are NOT deleted at the client software This was designed to avoid an overly complex system Since PreAdd items are not charged for nor are they in inventory this synchronization is sufficient Boxes and files in the in house states are not synchronized with the record center The record center does not store information on in house items Boxes and files and synchronized sequentially based in the histories registered in EDC Here is the list of history activities that provoke a synchronization PreAdd Out Added In OnDispList OnTrans List OnDelList Deleted Destroyed Transfered Sampled Revised SentToDepot DeptChange NumberChange DescChange TypeChange Moved AccessLevelChange DispositionChange BoxChange VolumeChange UserField6Change GeneralChange BoxChange PreAdadDeletion ImagesScanned VaultTransition ItemSetChange AltLabelChange Images may be scanned both in the record center and the client software when the client stores images with the record center If the client stores the images locally images never get replicated with the record center and the record center is not involved in the imaging In order to implement imaging on demand images need to be stored at the record center Images are sequential within a file starting at number 1 and increasing until the last image within the file Ifimages a
118. on What follows is the recommended troubleshooting procedure If a test fails at any given step see the sub steps to find possible causes 1 To test replication connectivity the simplest method is to go to the Box module and go to Edit gt Refresh with Record Center a Ensure that replicator exe is running and was restarted after any modification to the System Information module or configuration file Replicator can be restarted b Ensure that the replication settings are correct in System Information More information on this can be found in the section EDC Client Replication Configuration 451 c Try telnetting to the address and port specified as Local relay server in System Information If this fails there could be a firewall issue d Try telnetting to the address and port specified as RPC Server at RC in System Information If this fails there could be a firewall issue or the record center s server might be down e Ensure with the record center that the password in Customer Information is correct If the first test passes the next step is to test user credentials by placing an order that is allowed for the user If the order is one that should not be delivered ensure that the record center is aware of the test before hand a Ensure that the user has a login name b Ensure that at the record center the user is active and his or her login name is correct 2013 DocuData Software Corporation Install Guide 55
119. on your computer that the PDT is plugged into The line should be similar to SendHex Wanden 19200 2 This would mean that your PDT is connected to COM 2 at a baud rate of 19200 2 Run SendHex bat and press Enter when the PDT is in receive mode After the transfer 1 The PDT must indicate Status 0000 2 Turn the PDT off 3 Boot the PDT with For the 35 key PDT press and hold the SPACE FUNC and Up Arrow keys simultaneously For the 46 key PDT press and hold the A and B and D keys simultaneously 4 Press and release the PWR key 5 Release the other keys 6 The PDT will now boot in the EDC software Your PDT should now be programmed You can now jump directly to the section on how to connect your PDTIis9 2013 DocuData Software Corporation 158 EDC Client 5 10 Technical Manual Unitech PT 630 1 If the Unitech PtComm program is not installed on your workstation download the application from ftp docudatasoft com record_center PDT PT630 PTCommIns exe and install the application Enable Auto Detect Baud rate 2 The PDT must be booted in admin mode using the following sequence Power off the unit Press and hold the CMD and left arrow keys then press and release the power button 3 Select 3 for COLD START and confirm 4 Boot again in admin mode as described above Select 1 SUPERVISOR The default password is 630 5 Select 7 SYS 2 PROGRAMMING 2 DELETE ALL and confirm 6 Press ESC unt
120. orporation EDC Client 5 10 Technical Manual 2 3 9 11 Troubleshooting Internal error on the login page If the activeweb config ini file is not configured properly or the EdcClRpc EXE process is not running an error similar to the image below will be displayed when trying to login Apache Tomcat 5 5 15 Error report Mozilla Firefox File Edit View Go Bookmarks Tools Help KE gt amp x A E http 127 0 0 1 8080 activewebj x co G HTTP Status 500 EE Exception report message aT The server encountered an internal error that prevented it from fulfilling this request exception org apache jasper JasperException Connection refused connect n Connexion to server failed on address localhost and port 11004 org apache jasper servlet dJspServletUrapper handleJspException JspServletWrapper java 510 org apache jasper servlet JspServletWrapper service JspServletWrapper java 381 org apache jasper servlet JspServlet serviceJspFile JspServlet java 314 org apache jasper servlet JspServlet service JspServlet java 264 javax servlet http HttpServlet service HttpServlet java 802 oot cause java io IOException Connection refused connect n Connexion to server failed on address localhost and port 11004 org apache xmlrpce XmlRpcClient Worker execute XmlRpcClient java 444 org apache xmlrpe XmlRpceClient execute XmlRpcClient java 163 utilClasses RpCaller doCall RpCaller java 122 utilClasses
121. ose a name deselect the option Integrity Enforced and then click the Browse button to choose your data folder Browse and choose the data folder of your EDC Client installation like so Browse for Folder PSQL Workgroup Temp You ll then see that path appear in the 2 last fields of the form like so 2013 DocuData Software Corporation 152 EDC Client 5 10 Technical Manual Database Name TESTDB OK I Integrity Enforced Tl Bound DDFs created Cancel Btrieve security policy Classic OS authentication and authorization Help Dictionary Location CAEDC CL Data Data File Locations C EDC CL Data so Pervasive ODBC Engine DSN Setup Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Options Test Help Database Database Name TESTDB x Then test the connection by pressing the Test button If all is well you should see a pop up window saying your connection is successful like so 2013 DocuData Software Corporation Technical Guide 153 Pervasive ODBC Engine DSN Setup x Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Test connection i a Test i Connection successful Help Create Database Database Nam Once this is confirmed you can press OK on both windows to close all this You ll then be shown the main ODBC
122. own the Ctrl key while you select the following counters from the available list Handle Count Private Bytes Thread Count Virtual Bytes Virtual Bytes Peak Working Set Working Set Peak agQroanoow 10 Click Add and then Close to return to the previous window 11 Click on the Schedule tab at the top of the current window and make sure that the Start logs and Stop logs options are both set to Manually using the shortcut menu 12 Click Apply 13 If the log folder does not exist you ll be prompted Would you like to create it now Choose Yes 2013 DocuData Software Corporation 12 EDC Client 5 10 Technical Manual 14 Press OK to close the current window 15 Back in the main PERFMON window you should see the new log you just created and configured 16 Right click on the new log and select Start to begin this counter log 17 When you are ready to stop monitoring the current counters you can right click on the log you created and select Stop Viewing an existing Log Setting 1 Click on System Monitor under Console Root in the left window pane of PERFMON 2 Use Ctrl L to bring up the System Monitor Properties window 3 In the Source tab under Data source select Log iles and then click Add 4 Look for your log ile By default the path is perlogs ile blg 5 Select your log ile and click Open 6 Ch
123. pdate Guide 105 3 3 Updating your PDT The update method for the PDT is the same as for installing it so please refer to the section Portable Data Terminal PDT 53 in the Technical Guide 2013 DocuData Software Corporation 106 EDC Client 5 10 Technical Manual 4 Technical Guide This part of the manual aims at giving you some technical information that might be useful to you for understanding how EDC Client works As such it is more of a reference into the inner workings and relations between the different processes of EDC Client This can be quite useful for the more technically inclined personnel who wish to understand more in depth the why s of EDC Client 2013 DocuData Software Corporation Technical Guide 4 1 Pervasive Database Software This part of the manual gets into the nitty gritty details of the Pervasive Database If you need more information about Pervasive you can visit their website at www pervasive com 2013 DocuData Software Corporation 108 EDC Client 5 10 Technical Manual 4 1 1 The Pervasive Control Center PCC The Pervasive Control Center PCC is one the tools most often used for the maintenance of the Pervasive Database You can find documentation on how to use it under the chapter Using Pervasive PSQL Control Center in the Pervasive User s Guide that comes with your installation or online at http www pervasive com library docs psaql 870 usrquide usrquide 04 01 html
124. plication process must be running whenever EDC Client is used when interaction is needed between the customer and the record center For example replication is required to place orders See Operations that Require Replication 22 for a longer list of such activities The replication process can be installed by including it in the Start menu s Startup group or it can be installed as a service The latter is recommended since no user needs to be logged in for the replication process to start To install replication as a service the operating system must be Windows NT 2000 XP or 2003 Related topics Running Replication in the Startup groupl 48 Running Replication as a Servicel 49 Replication Command Line Parameters 52 2013 DocuData Software Corporation a EDC Client 5 10 Technical Manual 2 3 4 4 1_ Running Replication in the Startup group The easiest way to run replication is to run it through a shortcut placed in the Startup group of the Windows Start menu 1 Under the All Users profile create a shortcut in the startup folder pointing to replicator exe 2 In the shortcut s Start in setting write an absolute path to the directory where the dc cfg configuration file is located This parameter accepts paths on local drives paths on mapped drives and UNC paths For more information on referencing a configuration file see Configuration of EDC Client 30 For replication settings see Replication Command Line P
125. r Windows 2000 C WINNT Located in the windows folder For Windows 98 XP and Server2003 C Windows For Windows 2000 C WINNT These are located in the logs folder of Tomcat which in a standard installation can usually be found in C Program Files Apache Software Foundation Tomcat 5 5 logs 2013 DocuData Software Corporation Technical Guide i 2013 DocuData Software Corporation
126. r the step above the EDC Client setup wizard will start like so 2013 DocuData Software Corporation Install Guide 13 Setup EDC Client Welcome to the EDC Client Setup L Wizard d OCU d a fa This will install version 5 on your computer Direct secess Total control It is recommended that you close all other applications before continuing Click Next to continue or Cancel to exit Setup 4 Click Next to get to the License Agreement screen Setup EDC Client License Agreement Please read the following important information before continuing Please read the following License Agreement You must accept the terms of this agreement before continuing with the installation THE USAGE OF THE EDC SOFTWARE PRODUCT INDICATES YOUR UNDERSTANDING AND ACCEPTANCE OF THE FOLLOWING TERMS IF YOU DO NOT ACCEPT THESE TERMS YOU MUST CANCEL THE INSTALLATION PROCESS AND REMOVE THE SOFTWARE FROM YOUR COMPUTER SYSTEM If this is an evaluation version DocuData Software Corporation grants you a non exclusive license to use this software product for the purpose of evaluating whether to purchase an ongoing license to this software product gi accept the agreement donot accept the agreement lt Back Cancel 5 Accept the agreement and click Next to get to the next screen 2013 DocuData Software Corporation m EDC Client 5 10 Technical Manual Setup EDC Client Select Destinat
127. ration 150 EDC Client 5 10 Technical Manual Create New Data Source x Select a driver for which you want to set up a data source Microsoft Paradox Driver db Microsoft Paradox Treiber db Microsoft Text Driver txt csv Microsoft Text Treiber txt cs Microsoft Visual FoxPro Driver Microsoft Visual FoxPro Treiber Pervasive ODBC Client Interface Pervasive ODBC Engine Interface SQL Server W o0 0o m Se h d g ae NOTE If you want to connect to data that is local on the machine your creating the DSN from you always choose the Engine interface You only choose the Client interface when the data is NOT located on your machine 3 Next your presented with a window like this one Pervasive ODBC Engine DSN Setup q x Data Source Name DSN_TEST OK Description Pervasive ODBC Engine Interface Cancel Options Test Help Database Database Name 7 Create Choose a name enter it in the Data Source Name field and then press the Create button at the bottom of the window You ll then be shown another window like so 2013 DocuData Software Corporation Technical Guide 151 Create Database Choose a name for your database and enter it in the Database Name field The name you choose can only contain alphanumeric characters and start with a letter to be valid otherwise it won t let you create the database Once you ch
128. ration Technical Guide UserDSN System DSN File DSN Drivers Tracing Connection Pooling About System Data Sources Name Driver Add EDC_CLIENT Pervasive ODBC Engine Interface 9 Remove Configure the indicated data provider A System data source is visible to all users An ODBC System data source stores information about how to connect to on this machine including NT services Cancel Apply Help EDC Client uses the name EDC_CLIENT for its DSN name by default and you should not change it If you do change it you would have to start EDC Client with a special parameter called dsn which would supply the name of the new DSN you want to use Here s an example 2013 DocuData Software Corporation 13 EDC Client 5 10 Technical Manual EDC Client Properties 2x General Shortcut Security Sl EDC Client Target type Application Target location BIN Target JEDCCLRT BIN REMO32 EXE dsn DSNTEST M Runin separate memory space f Run as different user Start in CSEDCSEDCCLATSBIN 00000 Shortcut key None Run Normal window Comment Po Find T arget Change Icon Cancel Apply Please refer to the section Data Source Names DSN and ODBC fi4 to learn how to setup a DSN for EDC Client from scratch Labels Printing There are 2 ways to print labels in EDC Client With thermal printers through either a serial interface or windows printer drivers
129. re it opens files allowing the workgroup engine to dynamically adjust gateway ownership on a day to day basis User Counts The server engines start at 10 concurrent connections and the Workgroup engine starts at 5 Asynchronous I O The server engine for Windows makes use of Asynchronous VO This feature can provide a significant performance advantage Differences between version 8 and 9 of Pervasive There is a lot of new features in Pervasive 9 but we won t cover them here The Pervasive website has all this information for you here http www pervasive com library docs psql 910 whatsnew whatsnew 2 01 html That said the most important feature relating to EDC Client with this new release is that Pervasive 9 allows you to have individual database tables up to 256Gb Pervasive 9 SP2 instead of 64Gb for 2013 DocuData Software Corporation Technical Guide 11 Pervasive 8 and most importantly you have the option to have your table to NOT fragment over 2Gb as was the case in Pervasive 8 This has the effect of reducing hard disk I O and hence improve performance Note that to take advantage of this you have to run Pervasive on an NTFS partition since FAT32 partitions can only support files with a size of no more than 4Gb 2013 DocuData Software Corporation 112 EDC Client 5 10 Technical Manual 4 1 3 Optimized Pervasive Settings In general Pervasive s settings don t need to be modified However there are options that we sugges
130. re scanned in the same file at the same time this is VERY unlikely as the physical file is probably in only one location images scanned at the record center will be replaced by the images that were scanned at the client When images are scanned in the client software they will get replicated to the record center in the next replication session When images are scanned at the record center only the image index gets 2013 DocuData Software Corporation 132 EDC Client 5 10 Technical Manual replicated to the client in the next replication session In order to obtain the actual images they have to be downloaded from the Imaging module During a replication session the following events occur If the document types delivery addresses and list status have not been replicated in the previous 4 hours they are synchronized as detailed above Boxes deleted in the client database are deleted at the record center Files deleted in the client database are deleted at the record center Box changes in the client database are updated at the record center File changes in the client database are updated at the record center Box changes in the record center database are updated at the client Files changes in the record center database are updated at the client The image index in the client database is updated according to new images scanned at the record center Images scanned at the client are sent to the record center 4 2 3 Operations that Requ
131. rt The record center can provide you with this information SSL encryption will need to be checked if the record center s replication server uses it This setting is read by replicator exe Local relay server The local IP address and port of the server running replicator exe This address is used by all running EDC Client applications when placing orders and performing other procedures requiring instant replication SSL encryption is usually not recommended for intranet communication since it unnecessarily increases bandwidth consumption and processing power This setting is read by remo32 exe DocuData RPC Server The DocuData server that EDC Client uses to create licenses for customers These values should be those shown above unless otherwise instructed by the record center or DocuData This setting is read by remo32 exe 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual 2 3 4 3 Ports Used for Replication The following specifies communication that must not be blocked by firewalls for proper functioning of EDC Client Each server s IP addresses and ports are specified in the section EDC Client Replication Configuration 49 e Outgoing communication from replicator exe to RPC server at RC e Incoming communication to replicator exe located at Local relay server e Outgoing communication to DocuData RPC Server 2013 DocuData Software Corporation Install Guide 2 3 4 4 Running Replication The re
132. s Unlock Operation Image Directory 2 Lock amp Unlock customers If you want to lock or unlock access to EDC for a specific customer temporarily without having to change his login information you simply open dclock32 exe and go File gt Lock Customer or File gt Unlock Customer as required 3 Lock amp Unlock the whole EDC system Another reason to use dclock32 is if you want to lock or unlock access to the whole EDC system for everybody This is usually done for maintenance reasons updating EDC to make sure no one logs into the system while the maintenance is being performed To do this simply open dclock32 exe and go File gt Lock System or File gt Unlock System as required This concludes the section access management 2013 DocuData Software Corporation Technical Guide 165 4 12 Security Because security is always a concern when networks are connected to the internet EDC Client enables you to transmit your communications from and to it using SSL encryption To enable SSL encryption in EDC Client just make that the SSL checkbox in the system information module is ticked Here s a screenshot to illustrate RPC Servers RPC server at RC 205 123 565 125 fi 1003 M SSL encryption Local relay server 192 168 1 12 fi 1008 M SSL encryption DocuData RPC Server services docudatasoft cc fi 1007 Note The RPC server on the RC side needs to be setup with the same SSL settings as the client
133. s off site at a record storage facility and on site at your location This is designed for active circulation of both files and boxes on and off your premises The software includes both in house retention and circulation schedule of all boxes and files SAI Semi Active Active amp Imaging The SAI software version is designed with the same features described above in SA and SBF versions with the added feature of scanning files into an imaged format You can now identify track store retrieve and manage physical and imaged documents right down to the individual page Our software allows you to index OCR or zone OCR Optical Character Recognition of all imaged documents including performing Boolean and full text searches SAE Semi Active Active amp Electronic Data Management The SAE software version is designed with the same features as SAI and SA as described above with the added capability of managing all your electronic documents emails voicemails Word Excel PDF s etc SAE enables you to easily create and manage electronic file folders for your electronic documents so all qualified personnel can access these documents check them out for modifications 2013 DocuData Software Corporation Install Guide track and store all previous versions This is a very complete document management solution that allows organizations the ability to access share and manage all their physical and electronic documents together 201
134. scanning at a slightly different higher or lower resolution 2013 DocuData Software Corporation Install Guide st 2 3 6 Installing EDC Client Services EDC Client Services Setup For EDC Client to function properly 3 services need to be setup The Replication Server replicator exe The Image Server imgser32 exe The XML RPC Server edcclrpc exe optional only used for ActiveWeb and Outlook Integration The way you install them is the same for all three of them with the exception that some services have different command line parameters available to them So below is the procedure to both install and uninstall an EDC service 1 Start the windows command prompt 2 Browse to the bin folder of your EDC Client installation The bin folder is located just underneath the root folder by default it is located at C EDC Client bin 3 Then you simply enter the executable name followed by install and then any special parameters if needed Here s an example for the XML RPC service cC WINNT system32 cmd exe C EDC Client bin gt edcclrpc exe install cfgfile C EDC Client bin dc cfg The command line parameters available to these services are explained below Note that these parameters apply to all three services except where otherwise noted Command line parameters Note the command line parameters are NOT case sensitive Cfgfile This parameter indicates where to find the EDC configuration file dc cfg A
135. se That is version 7 1 and version 7 9 can use the same license but version 8 cannot run on a version 7 9 license 2013 DocuData Software Corporation 12 EDC Client 5 10 Technical Manual 4 1 7 Pervasive SQL Troubleshooting Here are some tips in troubleshooting Pervasive SQL problems e lf there is no database error and the database cannot be reached trying pinging the database gateway using its computer name and telnetting it on port 3351 using its computer name e When a Pervasive SQL error code is obtained the best source for researching the problem is the Pervasive SQL documentation There is a link in the Start menu s Pervasive SQL group Searching the help file with the index is the best way to locate the error code s explanations and recommendations Very often problems are resolved by restarting the Pervasive SQL engine on the computer acting as the database server The Pervasive SQL s log file is located at windir pvsw log Pervasive has an extensive Knowledge Base at http www pervasive com that can help troubleshoot problems 2013 DocuData Software Corporation Technical Guide 129 4 2 Replication The EDC Replication is the part of the EDC system which allows data synchronization between a customer and its record center It opens a port to replay communication from several EDC Client workstations to the record center Here are the major features of EDC Replication Uses TCP IP making it useab
136. se will now be copied This may take a few minutes peel 8 Click Next again You will see this lolx Ready to Install Setup is now ready to begin installing EDC Client on your computer Click Install to continue with the installation or click Back if you want to review or change any settings Destination location C EDC_CLIENT Client database folder C Data 9 The setup is now ready to install EDC Client Click the Install button to proceed The setup will then 2013 DocuData Software Corporation Install Guide extract and copy the files in the appropriate location EXT lolx Installing Please wait while Setup installs EDC Client on your computer Extracting files C EDC_CLIENT Bin Remo32_2 HLP Cancel 10 Once all the files have been copied to their rightful location the EDC Licensing Screen will then open x lero A Customer Demo A Customer Key Serial Number Sma 11 Here you need to enter the Customer System Number Customer Key and Serial Number you obtained from us in step 1 above Note The serial number is case sensitive 12 Once the numbers are entered click the OK button to continue The installation will then complete like So 2013 DocuData Software Corporation e EDC Client 5 10 Technical Manual Installing Please wait while Setup installs EDC Client on your computer ae 13 After the installation
137. t Usually used when EDC Client 5 10 Technical Manual description file and its log file Usage is as follows importdescfile path to import file path to log file doing importation from a remo32 exe batch file or something similar The same operations are usually done from within EDC itself docu32 exe This option is used to remo32 exe have the EDC error log being automatically emailed to you email address number of past days example a a com 2 emaillog So in this example a a com would be emailed the error log from the last 2 days NOT including today docu32 exe Path to image folder to Used to automatically remo32 exe import The image import images when the folder needs to be executable is launched named according to the This option is usually import convention used in conjunction with Refer to the EDC Client the imageimportlog User s Guide for more option below but information on this optional imageimportfolder This option is usually docu32 exe used with the remo32 exe imageimportfolder option above but is optional It defines where the import process will store the log file of the import Path to where you want the log file to be created imageimportlog This option creates remo32 exe EDM user s directories for all users defined in the Authorized Users module This is usually only used when first setting up the application Rarely used
138. t to end of command line Hair That s it The EDC Client services are now ready for production use Now the last part of the setup consist of setting up the web part of EDC Client ActiveWeb 2013 DocuData Software Corporation e EDC Client 5 10 Technical Manual 2 3 9 2 3 9 1 2 3 9 2 ActiveWeb Installation Introduction ActiveWeb is a component of the EDC Client software It is a web based solution to manage active and semi active documents ActiveWeb uses a scalable multi tier architecture consisting of the following e An internet browser Tested on Internet Explorer 6 or later Netscape 7 or later and Firefox 1 or later e A web server with Java Server Pages JSP support Tested on Tomcat the reference JSP implementation e The EDC Client XML RPC multi threaded server e The EDC Client database Required Software EDC Before installing ActiveWeb the EDC Client software and application must be properly installed The ActiveWeb JSP application is deployed in a java WAR file having the name activeweb war J2SE Java Runtime Environment RCWeb requires the J2SE Java Runtime Environment JRE The JRE is free of any licensing costs As of February 2006 the latest version is JRE 5 0 Update 6 and may be downloaded from http java sun com j2se 1 5 0 download jsp The file that will be downloaded is jre 1_5 0 06 windows i586 p exe Tomcat Servlet Container The Tomcat servlet container and integrated w
139. t you change in order to optimize Pervasive Included herein are the settings appropriate for servers 112 and workstations 13 These settings apply to Pervasive versions 8 x up to version 9 x unless otherwise noted and are editable directly from the Pervasive Control Center Note that these settings CANNOT be set via a remote desktop connection SERVER SETTINGS To access the server settings inside the control center browse to Configuration gt Server as shown below lt a Control Center Root E Ea Pervasive SQL Engines E E SUPPORTOS Databases Engine Databases Client ol Configuration E Cy Server Access i Communication buffer size a Communication protocols E Compatibility Data integrity a Debugging Directories Pervasive 9 Control Center ir Memory usage ir Performance tuning Client Client 16 bit Pervasive 8 Control Center Pervasive SQL amp g o l welcome 3 E E Pervasive SQL Welcome t F Local Client Engines Product Help 2l support01 anonymous oJ Databases New Logout anonymous Delete Delete a Refresh laa Properties Here s the server settings that you can change The settings will be described from top to bottom as seen in the picture above From Access to Performance Tuning Access e Allow Cache Engine connections on This option specifies if the server will support clients that will attempt t
140. ta Software Corporation grants you a non exclusive license to use this software product for the purpose of evaluating whether to purchase an ongoing license to this software product gi accept the agreement donot accept the agreement lt Back Cancel 5 Accept the agreement and click Next to get to the next screen 2013 DocuData Software Corporation 3 EDC Client 5 10 Technical Manual Setup EDC Client Select Destination Location Where should EDC Client be installed Here you can choose another location if you so wish or use the default installation path personally chose to use C EDC_Client as my path because choosing a path with no space in it will make it easier for me in the future if wish to setup some EDC processes as services This is not mandatory but useful Either way you choose won t affect the way EDC works 6 Next the setup will ask you the location of the exported client database 2013 DocuData Software Corporation Install Guide 39 Setup EDC Client Client database folder Where is the client database exported from the record center located Here you can choose any path you wish but we recommend you use a path devoid of space and special characters 7 Click Next to continue You will see this screen 2013 DocuData Software Corporation 4 EDC Client 5 10 Technical Manual Hl x Copying client database The client databa
141. tabase directory Update directory Request directory Temporary file directory Modem Name Port Label Printer Port High 2013 DocuData Software Corporation Printer IP 127 0 0 1 Wand Port COmM2 Building MV Keep Open After Logout x Cancel The EDC Client data files are located here This is where the update package should be stored for an upgrade Only the server needs to have this configured since normally the updated executables are copied to the each workstation if need be This setting is deprecated This directory was used for the older replication This is a directory where temporary files are created Temporary database tables are not created here This directory should be a local one for performance reasons This setting is deprecated This is the modem model and computer port used to communicate with the modem In the past the modem was used for replication The label printer and port are the thermal printer model and computer port 32 EDC Client 5 10 Technical Manual Speed used to communicate with the printer This label printer is used to print barcodes Some printers work in a high speed mode that differs from printer to printer This setting should be tested before being used Printer IP Port If the label printer is set to Remote Printer Printer IP and Port specifies how to reach the printer Wand Port This is the computer port used to communicate with a PDT Building Th
142. talling ActiveWeb via the Deploy WiZard eee eceeccseceeeeeeeeeeneceaeeeeeceneceeeeaeesaeeeseeeaeesaeeeaeeeaeseeeseeeseeeeeeeeeeeas 73 Running ActiveWeb in a Web Brow SEV eerie sees nee mene nee e sede sne see seesneaeecase case eeeeel 82 Integrating SSL Security within TOmCal ccccccccccecseeeseneeeeeeeceeeeeeneeeaeecaeessaaeeeeaeesaeessaaeegeneeseaeesseeeeeneeeeaees 83 Modifying the SESSION TIMOOUL soc i sitvcasccceeccdackcoecde cic vredecasdaeseadeskosspanncesseacdsceuvadtasdedaestehessgeneesec erbiadeatertedesaer 84 Tomcat A amp S iz iciec See caerages ate ates havea neces ee eae acer aeetige E A aA Aa NE eect 85 Required ACCeSS lRIGQhts ci cctecsceycessteedtecncedcascchantathdaateideat caredesenecasihcend sashlstsassdevedasa eschancaauaneqatfasercsgchinctdutiee 87 Troubles hooting MAE AA ree GA Ach A a hia ee ea ees 88 Hectronic Document Management Configuration cc ccceeeeeseeeceseeeeeeeeeneeeeeseeeeseeeenseeseeneeeseneeneaeeneeeeees 90 EDC Viewer Configuratio sigsigan e eaaa aaa an aaa aa aA Ka aaae sted aa aada iaa pa Eaa SEELEN 98 Update Guide 101 Updating EDC Che ntsirerrrisrarrsii roenn Anr KTas ARNAR ccna seczecaacee cascade ccaadzes EENEN AET AETERNE 102 Updating Active WeD cceeececeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeeeeeseeeaeeeseeeeeenseeeeeeess 104 Updating your PD Vissscc o oraa E AEA tueeeswc siete A ANNEE NE 105 Technical Guide 106 Pervasive Database S
143. to use EDC Client a permanent license for EDC and Pervasive SQL is required The record center will require the following in order to generate the permanent license e The EDC Client versionI 2 desired e The number of concurrent users needed Deploying EDC in production environments After the trial period other factors in the EDC deployment at the client site can be considered e It may be desirable to use Pervasive SQL server engine for higher scalability and performance e The database may be migrated to another server for backup performance security reasons e Installation of the EDC ActiveWeb to offer web access to the EDC Client database EDC Client versions SBF Semi Active Box amp File The SBF software version is designed to identify track store retrieve and manage both files and boxes located off site at a record storage facility With EDC Client Software you have over 40 metadata information fields to describe and identify an item contents perform a full text search to help locate their whereabouts track all changes and touches and easily create SQL reports using all data fields You can also subdivide boxes into as many individual files as you wish and establish a specific retention schedule by box or file type SA Semi Active amp Active The SA software version is similar to the SBF Software version described above In addition it will also identify track store retrieve and manage both files and boxe
144. tore in normal or continuous operations mode you should definitely have a look at their documentation to insure all the proper steps are taken when doing your backup amp restore operations Here s some links for this Pervasive 8 x documentation http www pervasive com library docs psql 870 advops advops 09 1 htm Pervasive 9 x documentation http www pervasive com library docs psql 910 advops advops 09 1 html Backup Steps 1 Make sure no one is using EDC Client 2 Shut down any EDC Client services or processes that may be running 3 Shut down all Pervasive engines Transactional amp Relational 4 Backup your EDC Client installation folder on a medium appropriate for you FTP CD DVD Tape drive etc Note On some installations the data folder can be located in a different directory or machine than your executables bin folder So just make sure you back it up as well if this is the case because a back up without the data folder is in essence NO BACK UP AT ALL Just make sure that the backup is NOT stored on the same hard disk as your original EDC Client installation because in the event of a disk failure you could loose everything which in some instances could mean your whole business as well How to perform the actual backup is reserved for you to decide how Many utilities on the internet already exist to perform backups and so it s not up to DocuData to decide for you which way to go on this matter The most pr
145. tructura de la base de datos no corresponde al requerido por esta aplicaci n Debe correr la actualizaci n apropiada para traer su base de datos al mismo nivel de la aplicaci n The structure of your database does not correspond to the one required by this application You must run the appropriate update program to bring your database to the same level as your application Application 1059 Database 1057 Here s how you can remedy to this situation Note We highly recommend that you backup your installation of EDC Client before attempting any updates like this one 1 Obtain the database level update file from us by contacting support docudatasoft com Note The name of the update file has the level update number in it so in the example above you would receive a file called cl001059 exe 2 Put the update file in the bin folder of your EDC Client installation 3 Run the file and follow the instructions on the screen Your database is now to the same level as your application and can function properly Although very unlikely the opposite error message can also appear database level above the application level If this situation occurs contact us by email at support docudatasoft com for help EDC ActiveWeb and Pervasive error log files Usually most error events get logged in log files These log files can come in very handy when troubleshooting a problem You will also find that most of the time when you contact us for
146. ular install Note These steps assume that Pervasive Workgroup is already installed and running on your machine Note In order to install the Workgroup engine as a service you will need to download pvsw exe from the following link ftp docudatasoft com common Pervasive Pvsw zip Steps to install as a service 1 Make sure no one is using EDC 2 Shutdown the Pervasive Workgroup engine by right clicking on it s icon in the taskbar and go Stop Engines and Exit 3 Take the pvsw exe file from inside the zip file you just downloaded and put it in the bin folder of the Pervasive installation which by default is located in C PVSW bin 4 Execute pvsw exe You will get a window like so 2013 DocuData Software Corporation ns EDC Client 5 10 Technical Manual ES support Tool Box File PES view Help DOSBOX xD f m Information Report il Remove SAT Entries M February 5 2007 W EXE Version 2 10 Correct Status 14 i _ Remove Server Not Running Entries P Professional Workstation Service Pack 2 Add ODBC OEM to ANSI Entry Install not found Rename Locale Folder 1 048 048 KB MAaAmMDSI Or Processus pa Processor GenuineIntel Pentium IV CPU Type 0 Family 15 Model 2 Stepping 9 Speed 3069 MHz HHX Yes 3dNow Yes FPU Yes Bios IntelR 42302e31 Screen Resolution 1280 X 1024 Default Printer S DDMTLDCO1N printer winspool Ne01 Locale 4105 OEM CP 850 ANSI CP 1252 Cnry Canada Lang En
147. un time environment like VB Java or NET It must be simply downloaded and run The user must have administrator rights on the server where the installation is being performed The Client Installer can be download via FTP at ftp docudatasoft com client installer ClientInstaller exe It is highly recommended that the client has a high speed internet connection 2013 DocuData Software Corporation Install Guide 21 2 3 2 1 Quick Installation of Client Installer It is recommended to read all of the Client Installer section but if you still decide to install EDC Client as quickly as possible the following text will guide you 1 Ensure that the firewall will allow connections to 205 150 168 114 11007 and the record center s server default port 11003 2 Install EDC Client by running Client Installer using information provided by the record center 3 An EDC Client shortcut will appear on the desktop A restart may be required if EDC Client does not start properly when double clicking this icon 4 Share the EDC installation folder 5 Create a shortcut on each workstation pointing to the remo32 exe executable on the bin directory of the EDC server What is installed e EDC Client Shortcut on desktop e Replication Startup group e Image Server Startup group For solutions to problems more extensive explanations or more installation options please go through the entire section of Client Installer 2d 2013 DocuD
148. uter at the customer site and is available to serves all instances of EDC Client requiring access or storage of images To do this the image server listens on a port specified in section EDC Client Image Server Configuration 581 Therefore the computer running the Image Server must allow incoming connections through this port When need be the client looks up in the database the IP address and port of the image server and attempts a connection to the image server 2 3 5 4 Running the Image Server The image server process must be running whenever EDC Client is used to access or store digital versions of documents found in the File module The image server process can be installed by including it in the Start menu s Startup group or it can be installed as a service The latter is recommended since no user needs to be logged in for the image server process to start To install the image server as a service the operating system must be Windows NT 2000 XP or 2003 Related topics Running the Image Server in the Startup Groupl 5 Running the Image Server as a Senicel 5 Image Server Command Line Parameters 531 2 3 5 4 1_ Running the Image Server in the Startup Group The easiest way to run the image server is to run it through a shortcut placed in the Startup group of the Windows Start menu 1 Under the All Users profile create a shortcut in the startup folder pointing to ImgSer32 exe 2 Inthe shortcut s Start in setting
149. y as well as the Application Name By default the WAR file is located in the bin folder of your EDC Client If you cannot find it there please contact support docudatasoft com to get the file When asking for this file please also indicate what version of EDC Client you are using You can get this version information by going to the Help gt About menu item after launching EDC Client The application name is the name that will be used in the URL to the application So for example if you name your application the_amazing_web your URL will be similar to http www yourdomain com the amazing web Note Do not use any space if you choose many words Use the _ underscore to tie the words together like I ve done in the example above the_amazing_web When you click Next you will see this screen 2013 DocuData Software Corporation EDC Client 5 10 Technical Manual Deploy ActiveWeb Start Tomcat Number of search results per page RPC Server fio E Application Number of image columns 3 Options 3 Search panel position Left X Images Deploy Finish E Background color m EA Text color E Es Border color n Highlight color Color Theme DocuData Midnight Nature In this page you can customize options like Number of search results per page Number of columns for previewing images belonging to Files Location of the search panel Back Next Cancel Choosing from 1 of

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