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Series 6 Technical Installation Manual for SP 6.2b

1. 23 RVS elo Ge Qi do ire EE E E E E EEE N 24 PUIG Ge OF Ol EREA EE T E E T EE E EAE EE 25 The Main Product ComponenEs uus ssuciindieucuseduxuade iw uU Viv datu Dua cuMVa mda Ru du Ge Dun nuUa nu uU Val iud 28 ERY ET OMMOO MO tS E E E E E A EE E 28 client G OnPONE NIO RR E S E E E E R 28 TSB USIMS SS Layo ei 28 The Search ENING MEO TT 28 THE 5 CS ee TE EEE G TEE EN N EEEE EE E AEE EEE E EEE TE nose EE EE Ee E eE ES E Ea 29 The Invu Service Monitor ERROR 29 Me Aaa SCS MEET TRES 30 TOE GCN e E E E nena 30 S E L E a eae A AA P N E T E eee E E E T E EA A EA E E 31 System Architecture Explained cccccccesesssecccceeccceeesseeceeceeeeaeeeseeceeeeeseaeaseceeeeessuaasseeeeeeesseuaaaseeeeeeeesaaagas 31 Minimum Hardware amp Software Requirements for Installing Series 6 34 Minimum Hardware Requirements Single Server Single User and Demo Install 34 Minimum Hardware Requirements for Multiple Server Installs cccccceececcseeeeeeeeeeeeeeeeeeesaeeeeeeeeeseeenaaes 35 Invu Services Limited 2009 Page 2 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Minimum Software Requirements for a Series 6 Install cccccccseesccceeeseeeeeeeeseeeeeeeeeeeeeeeeeessa
2. If YVU INVLI SOFTWARE LICENCE AGREEMENT In return for acquiring a licence ta use this software the Software and supplied documentation Documentation fram Invu Services Limited INVLI or one if its authorised resellers the Authorised Reseller you agree to the following terms and conditions the Licence Agreement on behalf of the organisation which placed an order for this Software for your benefit the organisation being referred to as the Licenzee IF this Software is being installed by the Authorised Reseller on the Licensee s behalf then the Licensee confirm that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement an its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF vau do not accept the provisions contained within the Licence Agreement vou must not install the Software and you must ensure that the Licensee notities IN VILI at the address shown at the Bottom of this Licence Agreement within days of the date that this Software has been provided to the Licensee the expiration of this day period being the Acceptance Date and the Licensee will receive a refund of the licence Fee paid for this Software and Documentation Ehe Software and Documentation callectreely being known as the Software Package fram INU ar the respective Authorised Reseller from whom the Licensee has purchased this licence the licence fee be
3. Do vou want to install the management tool Once the management console has been installed a prompt will be displayed asking Enter the Disk containing Series 6 click Cancel button to cancel the installation Invu Services Limited 2009 Page 96 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU Install on Server 2 Business Layer Business Engine Search Engine Services amp Secure File Store 3 Install Net Framework v2 0 NB Ensure that if installing the Business Layer that IIS 5 0 or above and Windows Installer 3 1 this can be obtained from the installation disk is installed prior to carrying out the following Insert installation disk 1 into the server 1 This will provide you with a splash screen Click the Option More option and the following screen will be displayed Click the option Launch NET 2 0 Installation Invu Services Limited INVU Sf 3 R E gt GD Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited 2009 Page 97 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU 4 Install the Business Layer Business Engine Search Engine Secure File Store and Services Click the Back option and then click the option Launch Server Installation Invu Services Limited rc oy NET Framework 2 0 must be installed on the computer NET Framework 2 0 must be installed on the comp
4. 4 gt amp Extended Standard Here you need to find the INVU V6 Business Engine and INVU V6 Search Engine and ensure that both services are started Then browse to the following location in Windows Explorer C Program Files INVU Services Ltd INVU Search Engine then open a log file called SearchEngine 0 log Invu Services Limited 2009 Page 137 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SearchEngine log Notepad l B x File Edit Format View Help 05 10 2007 11 45 12 About to run service INVU V6 search Engine 05710 2007 11 45 12 Logging started 057 102007 11 45 12 The application has been started 05 10 2007 11 45 14 Failed to send a message to the monitor Exception has been thrown by the target of an invocation No connection could be made because the target machine actively refused it 05 10 2007 11 45 15 Search engine version 6 3 61 0 5 10 2007 11 45 15 Initializing 05 10 2007 11 45 15 service account region is united Kingdom 05102007 11 45 15 Service account UM EUIS is English CUnited Kingdom 05 10 2007 11 45 15 service account short date pattern is dod MMA 05710 2007 11 45 15 service account long date pattern is dd MMMM y 05 10 2007 11 45 15 Trying to connect to database series on server SAMARIUM 05710 2007 11 45 15 initialized successfully 05 10 2007 11 45 16 Listening on port 65109 for tcp 20 08 About to run serv
5. P4 or equivalent 4GB recommended 2GB minimum Hard Drive 200 MB installed Plus planned usage of system Minimum Monitor Resolution N A Series 6 with Workflow 1 Server minimum specification P4 or equivalent 4GB recommended 3GB minimum Hard Drive 400 MB installed Plus planned usage of system Minimum Monitor Resolution N A Planned Usage For each document brought into Series 6 initially will create 6kb which will make up for the data created and held in the database Actual size of the physical document which is held in the secure file store Plus 10 of the actual size of the document which is held in the secure file store it te E Invu Services Limited 2009 Page 34 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Minimum Hardware Requirements for Multiple Server Installs Series 6 Server Installation can be split into three when installed across multiple servers as follows Database Series6 hosted by SQL Business Layer Business Layer hosted by IIS Business Engine and Search Engine are NT Services Services NT Services Physical File store S6 Folder OCR Engine and Invu Service Monitor E i Below are the minimum specifications for the above Series 6 Database Server only minimum specification Processor P4 or equivalent 2GB recommended 1GB minimum Approximately 6k per document into Database Series 6 Business Layer Server minimum spe
6. Enter the password in to the Service Account Password text box and click the Next button If the account entered does not already exist the following prompt will be displayed DINE d The account invu braining services does not exist Do vau wank this account to be created Click the Yes button to create account automatically by the installation If the account already exists then the installation will check to see if this is a valid account and correct password has been entered Invu Services Limited 2009 Page 117 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation B x f Select Options Ready to perform installation i Configure Selections 4 4 Previous Cancel Click the Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not then the following prompt will be displayed SS Series 6 has detected that Microsoft WSE3 is nat installed WISE will mow be installed as a prerequisite Click the OK button to install WSE 3 0 The Microsoft WSE 3 0 Runtime screen will be displayed i Microsoft WSE 3 0 Runtime InstallShield Wizard X Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The InstallS5hield R Wizard will install Microsoft WSE 3 0 Runtime on your computer To continue click Next WARNING This program is protected bv cop
7. Double click the option LoadBehavior from the list and the following screen will be displayed Edit DWORD Value Value name LoadBehavior Value data Base 3 Hexadecimal Decimal Ensure the Value data is set 3 then click the OK button Repeat this for each office application installed Outlook PowerPoint and Word Invu Services Limited 2009 Page 215 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once completed test the applications again by opening Microsoft Office 2000 and 2003 application such as Excel to check that the Office Addin is displayed in the File menu on the Menu toolbar In Office 2007 the Office Addin will be located in the Add ins tab as shown below 3 Ha hj Documenti Microsoft Word Home Insert Page Layout References Mailings Review View Add Ins Invu b3 Fileand Save document amp 4 Send to my intray Menu Commands Custom Toalbars If the Office Addin toolbar has not appeared then right click on the main toolbar and from the menu choose the Invu option In Office 2007 sometimes the Office Addin is installed but not active To check this open a Microsoft Office application such as Word 1 iz Click the Microsoft Office button es click Word Options button which appears at the bottom of the menu and the following screen will be displayed Word Options ixi E 3 Change the most popular options in Word Display Proofing
8. For mare information read the IS product documentation Back Cancel Into the TCP Port this web site should use type in a port number that is not in use i e 92 Click the Next button to continue Web Site Creation Wizard Web Site Home Directory The home directory ts the root of your Web content subdirectories Enter the path to your home directory Path Browse v Allow anonymous access to this Web site Hests Cancel Click the Browse button and the screen will be displayed as shown on the next page Invu Services Limited 2009 Page 49 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Browse For Folder E x Web Site Creation Wizard 4 My Computer Se Local Disk C ic Documents and Settings O g C3 AdminScripts 2 root E MSOCache C Program Files C5 Virtual Machines Ey WINDOWS Hi m i Make New Folder Cancel Browse to where you would like the web site files to be stored i e c Inetoub Series6 this folder was created in this area using Make New Folder Browse For Folder E E Web Site Creation Wizard E Mv Computer Se Local Disk C Cy Documents and Settings E Inetpub cj MSoCache C Program Files Virtual Machines Make New Folder OK Cancel E Click the OK button once you have chosen an appropriate location Web Site Creation Wizard Web Site Home Directory The home directory ts
9. The Advanced mode allows users to access all the functionality of the system privilege permitting from an Outlook style mode series 6 allows you to create a folder structure using a customer s internal business model This configures the system security enabling users to be added to different Folders and produces a hierarchal filing system for those that wish to use it On top of this you are able to configure extra Filing Cabinets These can be customers clients cases and can be set to reflect whatever the need of the business is Likewise they control what can be filed and saved security and the hierarchal structure The Filing Cabinets are easy to define using graphical representation for ease of use Invu Services Limited 2009 Page 13 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Security governs access to the documents through the membership of folders with privileges stipulating which features and actions a user can perform within the system The comprehensive auditing of system and user actions results in a complete record provenance As previously discussed the File and Save information is managed through Information Types Standard Documents and Document References Combined with the structures defined in the for the Filing Cabinets it makes for an ultimately configurable system designed to meet the document and information management needs of the 21 Century Security
10. The security in Series 6 can be set up so that users and groups of users can view edit delete alter the security profile view Metadata edit Metadata view the event history or have full control of a document or an item of information within the system depending on their security profiles The security is based around the Filing Cabinets and Folders The access to the documents is controlled through a secure access service which is a server side process This secure access layer prevents Series 6 users and network users from getting to or even knowing where the document is stored The documents themselves are associated with a Hashcodes stored within the database that allows Series 6 to check whether they have been tampered with outside of the system Workflow series 6 Workflow Designer is a graphical workflow design tool that allows trained users to implement logical business processes These processes can be either system related or document related It will permit users to interact with the process giving them the ability to action or authorise tasks The processes can be designed to run in parallel or in series and can transfer payloads of data other than just documents Users will be notified through the Workspace screen and through the mail system The Workflow solution provides for greater management control of a business s processes and procedures These processes can be designed away from the Series 6 installation and later mapped t
11. To install in this folder click Next To install to a different folder enter it below or click Browse Folder ENProgram Files INVU Services LtdNINVUES Install INVLIB for yourself or for anyone who uses this computer 5 Everyone Just me This will display the installation directory where the software will be installed to By default the client will be installed to C Program Files INVU Services Ltd INVU6 NB It is strongly recommended that this installation directory and Everyone option is not modified in any way Click the Next button to continue with the installation Invu Services Limited 2009 Page 161 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU This will produce the following screen confirming the installation i INVUG Contirm Installation The installer is ready to install INVLIB on your computer Chick Nest to start the installation Click the Next button to continue An installation progress bar will appear showing the client install process ja INVU6 Installing INVU6 INVILIB ix being installed Please wall Invu Services Limited 2009 Page 162 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once the installation of the client is complete the following screen will be displayed is INVUG6 Installation Complete INVOEG has been successfully installed Click Close to exit Please use Win
12. amp DVD Drive D LE T File Edit view Favorites Tools Help Q a Y 27 Search li Folders Ez Addres EN D File and Folder Tasks mj Rename this folder y Move this Folder Copy this folder s Publish this Folder to the web kad Share this folder 5 E mail this Folder s Files Y Delete this Folder 1 objects selected Double click the OfficePatches folder amp OfficePatches File Edit View Favorites Tools Help Q ak QJ 7 p s Search li Folders Ez Address D VOfficePatches File and Folder Tasks cJ Make a new Folder is Publish this Folder to the web E2 Share this folder Other Places lt 3 DVD Drive D EL My Documents wis 2 objects D bytes 4 My Computer Microsoft Office 2000 XP installed If the Office suite installed is MS Office 2000 open the OfficePatches folder double click the Pre Office2003 folder and double click the file called extensibilityMSM Then double click the file called lockbackRegLey Microsoft Office 2003 2007 installed If the Office suite installed is Office 2003 open the Office2003 folder double click the file called extensibilityMSM and then double click the file called office2003 kb90741 7sfxcab ENU Invu Services Limited 2009 Page 214 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU If the Office Addin does not Appear Click the Start button and choose the Run option The following dialogue b
13. i Microsoft SQL Server Management Studio Express CTP Setup Registration Information The Following information will personalize your installation Enter your name and the name of your organization in the Fields below Name Mr Piyush Patel Company finvu Services Ltd Specify the installation directory This can be altered by clicking the Browse button Continue by clicking the Next button i Microsoft SQL Server Management Studio Express CTP Setup Feature Selection Select the program Features you want installed 1 Click an icon in the Following list to change how a feature is installed Management Studio Express Feature description Installs interactive management tools For running SQL Server including SQL Server Management Studio Express Installation path C Program Files Microsoft SQL Server Disk Cost Continue through the installation by clicking on the Install button i Microsoft SQL Server Management 5tudio Express CIP Setup Ready En Install the Program Setup is ready to begin installation Click Install to begin the installation IF you want to review or change any of your installation settings click Back Click Cancel ka exit Setup j Cancel This will carry out the installation of the management console Invu Services Limited 2009 Page 227 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU amp Microsoft SQL Server Management Studio
14. options J Purchase Orders T R4 System Mame d uum New eo mo Diagrams a fg work New Query ni 53 Security Script Database as views a d Svnnnsvms a Server Ol Detach bility 9 Replicatic Manager Rename Shrink k Delete Back Up i Refresh Restare Properties Generate Scripts The following screen will be displayed T pup Database series6 Sel sl Bi 5 rage d cla page A Script 13 Help LE General E Je Options Destination For restore Select or type the name of a new or existing database for your restore operation To database seriesb Toa point in time M ost recent possible Source for restore Specify the source and location of backup sets to restore From database 9 From device E Select the backup sets to restore Restore Name Component Type Server Database Positi Connection IN VLINEmmasdayneo ay View connection properties Zl Ready Server SAMARIUM i Select the From Device option then click the lad button The screen shown on the next page will be displayed Invu Services Limited 2009 Page 179 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Specify Backup Specify the backup media and its location for your restore operation Backup media i Backup location Click the Add button then in the screen that appears
15. Close Invu Services Limited 2009 Page 194 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU You will get 200 s600 and 200 Office Addin licences for 30 days Click the Close button and the following message will be displayed Do you wish to launch the Create Standard Structure Wizard Do you wish to launch the Create Standard Structure Wizard The wizard will allow you to automatically create a standard filing structure for Series 6 Click Yes to start the Wizard or click No to proceed to the Series 6 Client where you will be able to set up your Filing structure manually When using the 30 day trial licence you will be able to use the wizard to generate a Filing Cabinet and folders File and save structure and security by using preset structures Please see page Error Bookmark not defined for more information on the wizard When any user logs in the will see the following splash screen This screen will show you how many days remain on the 30 day trial you have INVU SERIES 6 To close the above splash screen click the white X in the top right corner NB Please be aware that the 200 licences given for the Free Trial period are not carried over when the product is registered The number of licence will depend on what has been purchased The Administrator will then be logged in by default the Client will open in the Advanced mode How the Trial Works For any user from 10 days before the Free 30 da
16. NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Workflow Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Service Logon Account text box should contain the details of the service account Again either type in the domain name account name or click the button and choose from the list NB The account specified here MUST be the same one used for the services Click the Next button to continue ioll gt Entering Workflow Setup Data Ready to perform workflow configuration J Es Setup is now ready to install and configure the Workflow click the Next button to continue Once complete the following prompt will be displayed Stark Ehe services Click the Yes button to start the Services NB If the No button is clicked then please see page 72 on how to start the Services manually Invu Services Limited 2009 Page 70 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once the Services have started click the Close button to exit the installation screen as shown below Series 6 Installation ol x f Select Options INVU SERIES 6 Jl Configure Selections Jl Installing Web Services Jl Installing Services Jl Installing Service Monitor f Installing OCR Engine Jl Upgrading database Jl Finalizing i Finished Finished Previous
17. Documents can also be marked unread read via the right click menu and if another user sends a document to you a pop from your system tray area will appear informing you how many unread items you have Users can move or create shortcuts for documents from their Intray s to other users Intrays for review or collaboration for example The Search Intrays area will allow you to see only unread documents in all Intrays you have access to ac Search Intrays IE Your Intray Unread 14 Icy Group Intrays Unread 2 x User Intrays Unread io Folder Intrays Unread 1 These are grouped by Intray types as shown above Work Tasks will present the current tasks assigned to the user who have an S650 Workflow licence for more information on workflow please see the Technical Workflow manual Series 6 can integrate with IMAP4 compliant email systems such as MS Exchange and the Email section of the Workspace area will show the content of the user s mailbox all mail folders Emails can then be filed easily into Series 6 Current Documents will show documents that a user has checked out This should streamline and simplify the revision process A user can also send documents from the Filing Cabinets Folders to their own Current Documents so that the document becomes easily available to them at a later date The Current Documents area will also be available to the user off line so that these documents are accessible when they re not connect
18. OnLine Net20 WSE30 Series6 Ser S Lo Install Status oO TRAINER Administrator True True True 6 4 617 True Microsoft Windows Serv CO TRAINING O1 Administrator True True True 6 4 735 True Microsoft Windows Serv ES Name starts with CO TRAINING 02 Administrator True True True True Microsoft Windows Serv 5 2 O TRAINING 03 N False False False False N A N CO TRAINING 04 N False False False False N A N CO TRAINING 05 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 C TRAINING 06 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 CO TRAINING 07 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 CO TRAINING 08 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 CO TRAINING 08 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 CO TRAINING 10 Administrator True True True 6 4 617 True Microsoft Windows Serv 5 2 CO TRAINING A administrator True False False False Microsoft Windows Serv 5 2 O VMSERVER 01 N False False False False N A N A CO VMSERVER 02 N False False False False N A N O VMSERVER 03 N False False False False N A N VMSERVER 04 N False False False False N A N Hide Unsupported Computers Refresh Install Business Engine Location Uninstall Ready Tick the check box next to each computer where the Series 6 client should be ins
19. Page 7 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 AN INTRODUCTION Preparation The success of any Invu system implementation will depend to a large extent on the planning and preparation that has gone before The scope of this preparation should include The Invu Series 6 product The installation options IT infrastructure peripheral devices The Invu system configuration Filing Cabinets Information Types Standard Document and Document References Users Privileges and Security Invu Series 6 Products S600 S650 i600 CodeFree Advanced CodeFree The choice of product must be decided in conjunction with the identified customer needs when the project is scoped Installation Options Single server configuration Multiple server configuration Multiple secure document locations IT Infrastructure Hardware and Software system requirements Does the existing infrastructure meet the requirements for the desired installation options Network Terminal Services Peripheral devices Invu Setup Configuration The configuration of the Filing Cabinets Folders and Securities Configuration of Information Types Standard Documents and Document References Setting up of Users and Members Importing from Active Directory Configuration of User privileges Invu Services Limited 2009 Page 8 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 PRODUCT RAN
20. Select the backup sets to restore Restore Mame Component Type Server Database Positi series6 Full Database Backup Database Ful SAMARIUM series 1 Server SAMARIUM Connection INLINE mmadaynea Jig View connection properties E The backup you wish to restore id now displayed as shown above When you are ready to run the Restore click the OK button the following message will show confirmation Microsoft SOL Server Management Studio Express i The restore of database series completed successfully NB If using an S650 system you will need to also restore the Series6Workflow database following the same procedure Close Microsoft SQL Server Management Studio Express and restart all Invu services Next you will need to paste the backup copy of the S6 folder over the old version You will then need to test the system Please see from page 203 for information on what to test Invu Services Limited 2009 Page 181 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 182 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 UPGRADING Invu Services Limited 2009 Page 183 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU UPGRADING THE INVU SYSTEM Invu are constantly monitoring and improving their products by addressing issues that come to light or increasing functionality When these enha
21. drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used for the original installation Invu Services Limited 2009 Page 66 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once the components have been installed the following screen will be displayed Server Configuration B x INVU D Entering Setup Data Database Server TRAINING 01 amp Database Mame series Administrator INVU TRAINING administrator r Previous Mest Cancel The Database details now need to be checked The Database Server text box should contain the name of the server and SQL instance where the Series 6 database will be located By default the installation will always select the current server name Enter the name or click the button and choose from the list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Administrator text box should contain the details of the user who will be the system administrator for Series 6 It is vital this is correct as this is the only user that will initially be able to login Again either type in the domain name username or click the button and choose from the list When all details have been check and completed click the Next
22. the Licence Agreement on behalf of the organisation which placed an order for this Software for your benefit the organisation being referred to as the Licensee IF this Software is being installed by the Authorised Reseller on the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement on its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF you do not accept the provisions contained within the Licence Agreement vou must nat install the Software and wou must ensure that the Licensee notifies INVITI at the address shown at the bottom of this Licence Agreement within days of the date that this Software has been provided to the Licensee the expiration of this day period being the Acceptance Date and the Licensee will receive a refund of the licence fee paid for this Software and Documentation Ehe Software and Documentation collectively being known as the Software Package from INU ar the respective Authorised Reseller fram whom the Licensee has purchased this licence the licence fee being referred to as the Licence Fee provided that the Licensee returns the Software Package at the Licensee s cost ta INYU or the Authorised Reseller as reasonably directed by such party IF you continue to install this Software or the Licensee has not communicated your non acceptance of the Licence Agreement before the A
23. 6 2b f Select Options Jl Configure Selections Jl Installing Web Services f Installing Services GP Installing Service Monitor Pl installing OCR Engine af Liparading database Running installation processes INVU SERIES 6 ServiceMonitor E B installing Each component is installed showing a progress bar NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used in the original installation Once the components have been installed the following screen will be displayed Server Configuration 2 loj x m Entering Setup Data of Configuring Login Accounts f Creating Database Structure wf Setting Database Properties Jl Configuring System Security f Updating Configuration Files f Finished Database Server Eadrium m Database Mame series Business Engine Location lt servername Planettir ER Previous Mext Cancel Invu Services Limited 2009 Page 132 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Database details now need to be checked The Database Server text box should contain the name of the server and SQL instance where the Series 6 database will be located By default the installation will always select the current server name Click the button and choose fro
24. 6 2b lNVU Install the business layer Select this option if you wish to only install the Business Layer which consists of the Business Layer Web Service Business Engine NT Service and Search Engine NT Service on the current Server requires IIS to be installed Please Choose install Language Click the drop down and choose from two languages English United Kingdom or Dutch Standard Please choose install language English United Kingdom m Dutch Standard English United Kingdom On this occasion we will choose Install the Business Layer Make sure that you choose the correct language you MUST ensure that the same language is chosen for the Services part as well Click the Next button to continue with the installation ini xj INVU f Select Options Components IY INYU Business Layer Web Site Defaut web Site IY INYU Business Engine i Installing Web Services Bl INVI Search Engine d Configure Selections INVLI Services Service Monitor D INVE Workflow Service INYU Ocr Service Account Details Service Account LIsername JINWL T RAINING SerneshS ervices Service Account Password Previous Cancel Next ensure the Components are correct In the Components area Business Layer installation ensure that the components tick the INVU Business Layer if to be installed then ensure that the INVU Business Engine and INVU Search Engine are ticked Then choose a
25. Click the Yes button to install SQL Express A prompt will be displayed Please enter the disk containing SQL Express disk 2 Series 6 Install i X Please enter the disk containing SUL Express disk 2 Cancel te Insert Disk 2 then click the OK button to install SQL Express The installation of SQL Express is automated the next prompt displayed will ask the question Do you want to install the management tool Invu Services Limited 2009 Page 57 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU seu 71 Do you want Ea install the management tool Click the Yes button to install the management tools Once the management tool has been installed a prompt will be displayed asking to Please Enter the Disk containing Series 6 disk 1 Insert Disk 1 and click the OK button to continue with the installation Series 6 Install Setup is copying the files necessary for installation The temporary installation files will be copied to the local hard disk and then the Software License Agreement screen will be shown SOFTWARE LICENSE AGREEMENT l INVU a INVLI SOFTWARE LICENCE AGREEMENT In return Far acquiring a licence to use this software the Software and supplied documentation Documentation from Invu Services Limited INVLI or one if its authorised resellers the Authorised Reseller you agree to the following terms and conditions
26. Express CTP Setup Installing Microsoft SQL Server Management Studio Express CTP The program Features you selected are being installed Please wait while the Install Wizard installs Microsoft SQL Server Management Studio Express CTP This may take several minutes Statkus Cancel Completing the Microsoft SQL Server Management Studio Express CTP Setup Setup has installed Microsoft SQL Server Management Studio Express CTP successfully Click Finish to exit Finish Microsoft SQL Server 2005 will now appear within the main programs menu Invu Services Limited 2009 Page 228 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Appendix 5 0 Ports for Services and Configuration The information below outlines the ports and protocols required for successful operation All service communication is by TCP IP SERVICE PORTS Port o a a NVU V6 Business Engine 65111 des INVU V6 Business Engine 65112 NO Content indexing and INVU V6 Processing Engine 65106 Netscan and Link Manager Provides metadata and SNE SEREN EAA PPa collated content searching INVU V6 Secure Access Server 65100 Provides access to documents Generates thumbnails for INVU V6 Workflow Engine 65108 Workflow engine 65105 Port 65111 is the port the client uses to authenticate the windows client via windows authentication NTLM Kerberos etc depending on the system configuration The NET framewor
27. INYU V6 Processing Engine m SUM Installing The following message will be displayed Series6 ed Stark Ehe services Click the Yes button to start the services NB If the No button is selected then please see page 72 for how to start the services manually You should now verify the Secure Store installation please see page 74 for more information Invu Services Limited 2009 Page 149 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation _ inl xi f Select Options Jl Configure Selections Jl Installing Web Sernices Jl Installing Services Jl Installing Service Monitor f Installing OCR Engine Jl Upgrading database Jl Finalizing G Finished Finished Preis Once the installation is complete the above screen will be displayed click on the Close button If more Multiple Secure Stores are required please repeat the above steps again pages 139 to 150 The Installation is now complete the Secure Stores now need to be configured NB You cannot install a second Secure File Store on to the same server as the First Secure File Store Multiple Secure Store Configurations Change Default Store Location Each user requires a default store location depending on where the users are based By default each user added into Series 6 will have the default Secure Sore location selected This must be done by a member of the Administrators group or by the System Admi
28. Invu Services Limited 2009 Page 51 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU To close click the X in the top right hand corner NB If you are creating a new web site this must be done before the Series 6 installation takes place IIS Internet Information Service IIS 5 0 or above only needs to be installed if the Business Layer is being installed which is used for accessing Series 6 via the internet If installing IIS 7 0 which is the minimum for Vista then the following options must be selected at install in the Windows Features Windows Components Turn Windows features on or off To turn a feature on select its check box To turn a feature off clear its check box A filled box means that only part of the feature is turned on m El Games z E Indexing Service E c Ill Internet Information Services E m FIP Publishing Service E E Web Management Tools Iz i i I 6 Management Compatibility 7 Il5 6 Management Console 056 Scripting Tools 156 WMI Compatibility e TS Metabase and TS b configuration compatibility In Internet Information Services Web Management Tools ensure that the IIS Metabase and IIS 6 configuration compatibility is ticked Ej B World Wide Web Services zi Application Development Features V NET Extensibility lb ASP V ASP NET Fp cal iv di ISAPI Extensions v 4 ISAPI Filters Bad o Server Side
29. InvuServices Ltd Documents and Settings username application data INVU Windows Microsoft NET Framework v2 0 Temporary ASP NET file only if the Business Layer has been in use 6 Registry remove entries If 32bit then click Start Run then enter regedit and click the OK button If 64bit server however sometimes regedit does not work so click Start Run then enter YSystemroot syswow64 regedit and click the OK button Before making any changes to the registry ensure a backup has been taken Hemove the Invu folder expand the area in the left hand pane called LOCAL MACHINE then expand the software section and delete the Invu folder NB If Invu 5 4 or Invu Capture and Integration products are installed on the system go into the Invu folder and remove any references to Series 6 T IIS If Business Layer is installed Expand the Default Website series 6 and remove the Business Layer virtual directory Invu Services Limited 2009 Page 213 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Appendix 2 0 Installation of the Invu Office Addin The Office Addin is supported with Office 2000 XP 2003 and 2007 The Office Addin is installed automatically the first time the client software is launched To install the Invu Office Addin manually please follow the following instructions Ensure all office applications are closed Insert the Series 6 installation disk 2 and browse to the root of the disk
30. Selections Service Monitor INYO Workflow Service INYO Ocr Service Account Details Service Account Username INVU TRAINING Series6Services Service Account Password v Iv v Iv Iv v Iv Previous Cancel As this is an upgrade it will tick the components already installed on the machine click the Next button to continue as none of the components need to be changed Series 6 Installation E Ioj x sf Select Options Ready to perform installation m Configure Selections Previous Cancel Upgrade is ready to be installed click the Install button to continue Invu Services Limited 2009 Page 187 of 235 Technical Installation Manual Series 6 Service Pack 6 2b f Select Options Jl Configure Selections Jl Installing Web Senices E Installing Services Staind semie Lih Tt We 4 4 4 4 Running installation processes Installing Previous Install Genel The upgrade will now take place When installing the services if the upgrade includes new Services such as the Workflow Services the following screen will be displayed iBix The logon details need ta be specified to install the service Service Account Details Service Account Username INU T RAINING Sinvuservices Service Account Password OF Cancel 4 Enter the Service Account Password that was originally set in the initial installation and click the OK button NB If no new serv
31. The following pages outline a standard installation of a complete Invu Series 6 system on to 1 server NB Ensure that if installing the Business Layer that IIS 5 0 or above and Windows Installer 3 1 this can be obtained from the installation disk is installed prior to carrying out the following 1 Install Net Framework v2 0 Insert installation disk 1 into the server This will provide you with a splash screen Click the option More Options and the following screen will be displayed Click the option Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited INVU SERIES 6 sth Launch NET 2 0 Installation Invu Services Limited 2009 Page 56 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU 2 Install Server components of Series 6 Click the Back option and the following screen will be displayed Click the option Launch Server Installation Invu Services Limited nstallation NET Framework 2 0 must be installed on the computer MET Framework 2 0 must be installed on the computer GD Launch Server Installation MET Framework 2 0 must be installed on the server More options If no installation of SQL Server is present then the installation will prompt to install displayed with the question Do you want to install SQL Express SS 5 Do vou want to install SOL Express No Cancel A prompt will be
32. The temporary install files will now be removed from the server Series 6 Install Setup iz removing installation files Invu Services Limited 2009 Page 71 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Flow Diagram for Invu Server Installation Invu Services Limited 2009 Page 72 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Start the Series 6 Services Manually To start the Invu Service Monitor go to the following location C Program Files Invu Services Ltd Service Monitor Then double click the file called Invu Services ServiceMonitor and the following screen will be displayed IN U Service Monitor loj x V m et Description memes Status Machine Depends On IINVU Series 6 Message Service Performs messaging services and clientinstallationfupd Punning eem No service selected INVU V6 Business Engine Provides bsiness functionality Running MSSQLSERVER INYU VB Indexing Engine Indexes document content Running MSSQLSERVER INYU VB Processing Engine Processes documents into Invu Running MSSQLSERVER INVU Y6 Search Engine Provides metadata and collated content search Running MSSQLSERVER INYU B Secure Access Server Provides secure access to documents within the INYU d Running MSSQLSERVER INYU Y6 Thumbnail Generator Generates thumbnails for documents in the secure acc Running MSSQLSERVER INYU VB Workflow Engine Series B Workflow engine Running MSSQLSER
33. Windows Installer 3 1 Net Framework v2 0 Server 3 Software Requirements s Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Windows SBS with the latest service pack and security patches installed Windows Installer 3 1 Net Framework v2 0 Invu Services Limited 2009 Page 110 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Install on Server 1 SQL Server 1 Install Net Framework v2 0 NB Ensure that Windows Installer 3 1 has been installed prior to carrying out the following This can be obtained from the installation disk Insert installation disk 1 into the server This will provide you with a splash screen Click the option More Options and the following screen will be displayed Click the option Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited Installation Accept the default configuration for the NET installation Invu Services Limited 2009 Page 111 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU 2 Install SQL Express 2005 If the installation will use an existing instance of SQL Server then this section is not required Navigate to page 113 Installation of Business Engine Search Engine If SQL is not already installed on to the proposed Server then it is recommended that it should be installed through the series 6 splash screen as this will ensure
34. base Template GenericTemplate 4S dot All common attributes inherited from the file will also be fully searchable Common attributes are obtained from the file s properties for example an MS Word document will inherit the Title Subject Author etc as shown above An email will inherit attributes such as To From Subject Sent Date etc If a document originates from Word or Excel then you are also able to choose whether a thumbnail is created or not In the above properties image found in File Properties if a thumbnail is required tick the Save preview picture check box If using Office 2007 then click the button and from the menu select Prepare then Properties Ca id Ey 0 jim 40s Series 6 Administration Manual for SP 6 2a Draft New doc Compatibility Mode Microsoft Word oe aw q Home Insert Page Layout References Mailings Review View Add Ins amp TN h ut x ll P ial CL 34 Find B a Arial 10 A a A n7 15 EJI T AaBbCcDd 4aB5CcDe AaBbt AaBbC AaBbCc AaBbC x PA Replace a Sac Paste gt ES SS dy EE f Captic n ing T i SG ia Sele i Change T J roma Painter IBI U ae x x Ar A E EG t i Caption Emphasis i Heading THeading2 T Heading3 THeading4 ee gt selet Clipboard a Font la Paragraph E Styles m Editing Document Properties Location Y Training Technical Training Draft Manual
35. checksum before writing to media Server APOLLO Transaction log Connection INVUSjamesp 3 View connection properties Tape drive When the necessary configuration has been completed click the OK button to start the backup Once the backup setup is complete the following message will appear showing confirmation Microsoft SOL Server Management Studio Express The backup of database s200v6 completed successfully Invu Services Limited 2009 Page 175 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The backed up file should now be available within the destination location specified Backing up the Database on SQL Server 2000 There should always be a SQL DBA available for SQL 2005 and 2000 1 Open SQL 2000 2 Right click on the database within the Database Management console 3 Select Tasks followed by the backup option and the following screen will appear SQL Server Backup s200v6 General Options Database z Name s200v6 backup Description Backup Database complete C Database differential C Transaction log C File and filegroup Destination Backup to Remove Contents Overwrite C Append to media Ovenarite existing media Iv Schedule Occurs every 1 week s on Mond E Cancel Help Schedule Again the General tab will enable the administrator to configure the backup as required enabling the input of the backup name and desti
36. config file which has XML data specifying connection parameters etc Service Monitor This folder contains the service monitor executable file as well as the config files required by the monitor application Invu Services Limited 2009 Page 80 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU INVU Business Engine This folder contains the Business Engine executables as well as a log file The log file is used to display the feedback message and statuses which would normally be displayed in the Invu Service Monitor The folder also contains a config file which contains XML data specifying connection parameters etc INVU Search Engine This folder contains the Search Engine executables as well as a log file The log file is used to display the feedback message and statuses which would normally be displayed in the Invu Service Monitor The folder also contains a config file which contains XML data specifying connection parameters etc INVU Workflow Service This folder contains the Workflow Engine executables as well as all the log files The log file is used to display the feedback message and statuses which would normally be displayed in the Invu Service Monitor The folder also contains a config file which contains XML data specifying connection parameters etc INVU Workflow Designer if it has been installed This folder contains the core workflow designer run time files of which are required for the Designer to
37. content information for all the documents located in the particular File Store There may be any number of these folders suffixed with an incremental number each time a re indexed is performed OCR This folder contains the results of the OCR produced by the Indexing Engine The files are arranged into directories numbered in batches of 1000 based on their document id Initially there will be 2 files for each document which is OCR d this being a TXT file which contains all the text stripped from the document and an XML file which contains information required for in context display Quicksearch This folder contains the dtsearch index for Document References i e metadata This will house the information for all documents and should be located on the same machine as the Search Engine Secure This folder contains the actual documents Like the OCR location these again are stored in batches of 1000 based on the document id Temporary This folder is used to store temporary documents i e all in context files will be stored here As a general rule this folder should be empty administrators should avoid the build up of any files within this location Thumbnails This folder is used to store thumbnails generated for the documents Not all documents housed in the database will have a thumbnail These are again arranged in batches of 1000 based on the document id InvuS6tmp After installation you should be left with a folder called C Invu
38. created The Root Group is normally used to create the business model of the company or organisation for which the solution is being delivered and may loosely be based on the firm s current filing system The company s departments folders can also be used to form the structure or hierarchy within the Filing Cabinet More Filing Cabinets can also be added to make the system customer centric product centric or set to reflect whatever the identified needs of the business are A sales based company could base the extra filing cabinets on their customers a service based company could base their extra filing cabinets on projects etc This should provide a very flexible but easy to understand structure to the system Information Types Information Types are the category of a document and is used when filing the documents information away into the Filing Cabinets An Information Type is defined by the administrator and is used to categorise a type of document An Information Type is associated with folder s within the Filing Cabinets and this dictates hierarchically where the document will be stored or referenced Standard Documents A Standard Document relates directly to an Information Type and is used to provide classification sub category for that variety of document This functionality provides a very flexible structure for the organisation of documents within the database and aims to make the system as simple as possible for the end us
39. existing installation Please choose install language Previous Mext Cancel Invu Services Limited 2009 Page 99 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Install a full server Select this option if you wish to install all of the Series 6 components Business Layer Business Engine Search Engine Services OCR Engine Invu Service Monitor Physical File Store and the Database on the Current server Please Choose install Language Click the drop down and choose from two languages English United Kingdom or Dutch Standard Please choose install language English United Kingdom ad Dutch Standard English United Kingdam NB For more information on the other install options please see page 59 Once the install option has been selected click the Next button to continue with the installation Series 6 Installation INVU f Select Options Components v INVU Business Layer Web Site Defaut webstee v INYU Business Engine w INYU Search Engine v NYU Services m Configure Selections W Service Monitor T INYU Workflow Service v INYU Der Service Account Details Service Account Username INVU TRAINING S eriesBServices Service Account Password Previous Mest Cancel Next ensure the Components and the Service Account Details are correct In the Components area as this is a Full installation ensure that all components are tick
40. following section details the installation directory to which Invu Series 6 is installed and its content By default in a Single Server installation recommended the Series 6 installation program will be installed to the following location C Program Files INVU Services Ltd fe INYU Services Ltd E E O xj File Edit View Favorites Tools Help ae Back s gt Search s Folders Est Address gt CiPragram Files INYU Services Ltd Sd an File and Folder Tasks IMVU Business Engine c Make a new Folder Publish this Folder to the Web wa Share this Folder INVI Services m INYO Workflow Service Other Places ip Program Files E My Documents Servicelonibar d My Computer aJ My Network Places Details n abjects plus 1 hidden D bytes X My Computer p Outlined over the next few pages are the sub folders contained within the Invu Services Ltd folder INVUG This folder contains the core client runtime files of which are required for the client to run Amongst other files this folder consists of the dll files ocx files as well as the main client application executable to which a shortcut on the desktop is pointed to INVU Services This folder contains the Services executables as well as all the log files created by the Services The log files are used to display the feedback message and statuses which would normally be shown in the Invu Service Monitor The folder also contains a
41. install the Services which consist of the Invu Services OCR Engine Invu Service Monitor and the S6 Folder physical file store current server Please Choose install Language Click the drop down and choose from two languages English United Kingdom or Dutch Standard Please choose install language English United Kingdom bd Dutch Standard English United Kingdam Select the Install the services option Ensure that you have chosen the same language as chosen for the Business Layer installation Click the Next button to continue with the installation Invu Services Limited 2009 Page 127 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation BE x INVU Components INVU Business Layer Web Site Default Web Site INYU Business Engine Jl Installing Web Services E INVU Search Engine f Select Options Jl Configure Selections amp Installing Services i INYU Services v Service Monitor v INYU Dcr Service Account Details Service Account Username INVU T RAINING SeresbS5ervices hn Service 4ccount Password Previous Mest Cancel In the Components area INVU Business Layer Business Engine and Search Engine should not be ticked ensure that the components INVU Services Service Monitor and Invu OCR are ticked In the Service Account Details area a service account needs to be created or entered this should be a domain acc
42. installation is included on disk 2 of the installation The setup will install SQL Server Express if required it detects no instance of any version of SQL Server The recommended Authentication mode for SQL is Windows Authentication SQL Express Limitations MS SQL Server 2005 Express is a free database server supplied by Microsoft The following considerations should be made when contemplating the suitability of MS SQL Server 2005 Express gt The database has a restricted size of 4GBs This will roughly equate to 1 million documents stored in the Series 6 system SQL Express will only make use of 1 processor on a server with multi processors SQL Express will only utilise 1GB of RAM ever if the server has additional RAM available Provisions must be taken for database backup as SQL Server Express does not provide a scheduler A system running on MS SQL Server 2005 Express Edition can be migrated to other supported versions of MS SQL Server should the customer need a more scalable solution During the Series 6 Installation the following is required but is automatically installed if not present on the machine Microsoft WSE 3 Web Service Enhancement NET Framework v3 0 If Installing Workflow Invu Services Limited 2009 Page 36 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Install Operating Systems 32bit or 64bit Invu Series 6 should be running one of the following Microsoft Windows 2000 Ser
43. installation settings click Back Click Cancel to exit the wizard InstallShield E Cancel Click the Install button to install WSE 3 0 Invu Services Limited 2009 Page 88 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Microsoft WSE 3 0 Runtime InstallShield Wizard joj xl Installing Microsoft WSE 3 0 Runtime The program features you selected are being installed Please wait while the InstallShield Wizard installs Microsoft WSE 3 0 Runtime This may take several minutes Status Copying new files EBBHSHEBSEESEHESESSHEHHSEHBEBEHSBNBSESI Installshield j Microsoft WSE 3 0 Runtime InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WSE 3 0 Runtime Click Finish to exit the wizard Cancel Click the Finish button to return to the Series 6 installation During the Series 6 installation process the following components are installed Invu Business Layer amp Business Engine Invu Search Engine Invu Services Invu Service Monitor Invu OCR Engine Each component is installed showing a progress bar as shown above NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used in the original installation Once the components have
44. is intended to be the place where a user works with their documents on a day to day basis Holiday Request Workspace Series 6 System Administrator Account E Open AS Scan if Create 7 pe Refresh Bi File and Save C 4 Check Out f Edit y Help Workspace i Sum mary and Notes 4 3 Workspace Pp Current Documents 4 Email amp PurchaseOrder02 TIF E Deleted Items PRTips For Resellers pdf E A New Invu Brochure DUTCH pdf E Junk E mail E Notes p Company History pdf E Qutbox Scan Route Store Retrieve DUAL BRAND pdf b aal quarantine PurchaseOrder07 TIF EI RSS Feeds PurchaseOrder05 TIF E Sent Items amp Invoice0002 tif Ei Syne Issues Invoice0001 tif G Work tasks Invoice089 TIF eee M Inwoiceb TE gi Your Intray Unread 11 Invoicel6 1F io Group Intrays Unread Invoice05 TIF io User Intrays Unread Invoice04 TIF Gi Folder Intrays Unread Invoice03 TIF Holiday Request For m doc The Intray collates all documents which have been brought into the Series 6 system but have not yet been filed away Each user has a personal Intray and has access to Folder Intrays depending on Membership and Security Any new documents which are brought into an Intray is marked as unread and will appear in bold Invu Services Limited 2009 Page 20 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU and blue once a document has been opened it is marked as read normal text
45. maintenance and troubleshooting basic system configuration options It will also provide delegates with the opportunity to gain certification in technical installation which will contribute towards full Invu Certified Engineer ICE accreditation COURSE PRE REQUISITES All attending delegates should have the following experience Familiarity with Microsoft MS Windows Operating Systems and Client Server Architecture Familiarity with Basic Network Architecture and Protocols Familiarity with MS Internet Information Service Duration 2 Days Series 6 an Introduction Series 6 Product Range series 6 Concepts The 3 Invu Modes Filing Cabinets Location and Intrays Filing Cabinet Information Types Standard Documents Document References Searching Principles Exploring Workspace Revision Control Audit Control E i E i E JEN E CCC ER ULM IM The Main Product Components oerver Components Client Components The Business Layer The Search Engine The Services The Invu Service Monitor The Database The Client EE E B CRC cd ak Minimum Hardware amp Software Requirements for Installing Series 6 Minimum Hardware Requirements Single Server Single User and Demo Install Minimum Hardware Requirements for Multiple Server Installs Minimum Software Requirements for Server Installs ttt ts xax x Supported Operating Systems Server Demo amp Single User Scanners Network x E E E E J Sy
46. o Back 7 27 Ps Search lie Folders Address Training Technical Training Manuals amp Text Name View Favorites Tools Open Edit New Print Create PDF and Bitmap Files with PDFCreator 7 Zip gt File and Folder Tasks Manual PDF Versic i Convert to Adobe PDF Manual Templates amp Convert to Adobe PDF and EMail Other Places Y Qld and Draft Mant Combine supported files in Acrobat fries 6 Installatior Eh installation and Use W Integration and Cay Details A Make Available Offline Open With Series 6 i600W Manual doc W Invu Series 6 Opste QJ Scan For threats 4 office Addin Doc dc Wi Series 6 Administral Microsoft Office Word 97 2003 Document 2 Compressed zipped Folder WW Series 6 Administral iW Series 6 Administral Cut Copy Ej Desktop create shortcut _J Mail Recipient Bi Series 6 Administral isl Series 6 CodeFree Hi Series 6 End User lv iW Series 6 Entity Builc Create Shortcut B My Documents Delete e Rename Series 6 File and Save WW Series 6 Getting Ste Series 6 i600 Manos e Series 6 Intray Properties 4 DVD CD RW Drive D iM Series 6 Installation Manual For SP 6 2a doc W Series 6 Invu To Go Installation Guide SP 6 2a doc M series 6 Migration Manual doc Wi Series 6 Service Pack Upgrade Manual doc Hi Series 6 Workflow Execises Manual For SP 6 2a doc Series 6 Workf
47. of storage rules allow your emails to be saved automatically against a client record client name and id These rules are configured using an accompanying administrative application that can be used on any PC Invu Services Limited 2009 Page 10 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Auto Index for Invu Auto Index for Invu manages the inbound documents storing an image of the document and creating a CSV file extracting required data from capture zones and barcodes The Link Manager would be configured to automatically file and save the document away using the captured data to possibly create Filing Cabinets or Folders Information and populate Document References For example A customer scans all inbound documents to capture required data to file and save into Series 6 Using Auto Index for Invu the user would scan the invoices and configure each different Invoice layout by placing zonal markers to pick up key information like invoice number supplier or customer name amount and VAT number This captured data is placed in a CSV file one for each processed invoice The scanned image and the CSV file are placed into a predefined path which Link Manager has been configured to poll Link Manager would use the CSV file to select the correct scanned image and the data from the CSV to file and save the document Once configured Auto Index for Invu is a seamless way to automatically scan in the documents t
48. one of these benefits is that an organisation can see the exact stage of any documents in any given process e g how many invoices are currently on hold i600 Invu Search Retrieve and View Client This software allows a user to access an existing Invu S600 or S650 database but in a search retrieve and view mode An i600 user cannot add edit or scan files into the database The user s ability to view files is always controlled by the security associated to that document This product is ideal for remote users who only need to view files such as customers or contractors It is also a great tool for internal staff who simply want to view files that have been added by others users who need to see copies or contracts or invoices Licensing The S600 S650 and i600 products are sold as per seat basis effectively this means that the number of active enabled user accounts will be restricted to the purchased number After installation and before the software can be used the product must be registered at Invu s Technical support department at head office who will then provide activation keys for each product Details of this process will be provided later on in this document Invu Link Manager Introduced as part of the Document Processing Engine DPE Invu Link Manager allows information to be read from an XML based file format that includes the path to the document that needs to be imported into Invu Through an easy to use sophisticated and or
49. regardless of Kodak is Yes Mes whether option is selected or not If file is scanned in as a PDF the image will always be inverted Hemove borders and Hole Kodak i1220 Yes Yes punch marks does not work Inconsistency with the Suppress Blank pages feature Windows XP Professional when scanned image appears inverted will need to tick the Invert option in Series 6 preset Vista when scanned image appears as normal Both XP and Vista PDF images are scanned in inverted and a message will Kodak i1320 Yes Yes appear after each page that is scanned Prompt for pages in series 6 does not work in either XP or Vista When Suppressing blank pages on Duplex use the Manufactures dialogue box as you may lose some pages for both Vista and XP Scanning at 300dpi in colour black and white grey scale the text is clear but images are fuzzy 8bit grey scale will throw an error if image processing is on Kodak i1420 Yes Yes On vista when suppressing blank pages it has to be set in the Series 6 preset and on the Manufacturers dialogue box as well XP no problems Invu Services Limited 2009 Page 40 of 235 Technical Installation Manual Series 6 Service Pack 6 2b If file is scanned in as a PDF the image will always be inverted Tested OS XP Tested OS Issues Manufacture Model Professional Vista Waray DocuMate Not compatible with Windows 262i Vista DocuMate 515 us soup with Windows If scanned as PDF the image
50. run Amongst other files this folder consists of the dll files ocx files as well as the main Workflow Designer application executable to which a shortcut on the desktop is pointed to Invu Services Limited 2009 Page 81 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Demonstration or Single User Installation A Single User installation is for customers who do not have a network with a domain and active directory installed The Single user system is used for companies that have a Workgroup or Peer to Peer network A Demonstration installation is for you the partner to install for customer demos as data is already present with the system once installed Invu Series 6 Single Server installation will include e Business Layer consists of Business Layer hosted by IIS Business Engine NT Service amp The Search Engine also an NT Service e Services Consist of Invu Services Physical File Store S6 OCR Engine and the Invu Service Monitor Series 6 Database hosted by SQL Server A Full Installation is the only option for this type of installation Before the Installation of Series 6 takes place ensure the following has been checked Ensure you are logged in as a user which has the rights to install on to the computer Thatthe SQL protocols are configured correctly please see page for more information Software Requirements for a Single Server Please see page 34 for Hardware requirements for demo or Single u
51. the Acceptance Date and the Licensee will receive a refund of the licence fee paid for this Software and Documentation the Software and Documentation collectively being known as the Software Package from INYU ar the respective Authorised Reseller from whom the Licensee has purchased this licence the licence fee being refered to as the Licence Fee provided that the Licensee retume the Software Package at the Licensee s cost to INYU ar the Authorised Reseller as reasonably directed by such party IF vau continue to install this Software or the Licensee has not communicated your nan acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed to have accepted this Licence C do not accept the terms in the licence agreement Previous Next Cancel LZ Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration The screen shown on the next page will be displayed Invu Services Limited 2009 Page 126 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l NVU Series 6 Installation loj x What do you want to do Install a full server C Install the business layer Install the services e Update the existing installation Please choose install language Previous Next Cancel Install the Services Select this option if you wish to only
52. the operating system it has been tested on Below is a list of scanners with the latest firmware and drivers which can work through the Scanning Presets in Series 6 and had No Issues when tested Tested OS XP i Manufacture Model B Tested OS Vista Yes Yes Canon Yes Canon Yes Canon Yes Canon Yes Canon Yes Canon Yes Canon Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu fi 5530C Yes Fujitsu fi 5750 Yes fi5000N Network Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Fujitsu Yes Kodak Yes Kodak Yes Kodak Kodak Kodak Kodak Invu Services Limited 2009 Page 38 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU Tested OS XP Manufacture WM eTe 2 Professional Tested OS Vista L Pamsonc KV s20486 vs No Panasonic KV S3000CW Yes No DocuMate 250 Because the scanner has a flatbed you will need to use the option Use manufacturers dialog when scanning so that you are able to swap between the ADF and Flatbed Invu Services Limited 2009 Page 39 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Below is a list of scanners with the latest firmware and drivers using Series 6 scanner presets and had Issues when tested Tested OS XP Tested OS Issues Manufacture Model Professional Vista Documents appear as inverted
53. upgraded the next step is to upgrade the client application When the user double clicks the Invu Series 6 icon the Messaging Service will check if a later version of the client is available If a later version is available the following prompt will be displayed CINE ee xi Series 6 has determined that a newer version is available and will now try and install it Click the OK button If any Office application such as word are open then a message will be displayed showing which application s are open which need to closed before continuing Close all Office application and then click the Retry button The client files will be transferred in order to carry out the upgrade The install files will be downloaded and then it will remove the old version of the client and install the downloaded components configuring the system as required This may take several minutes Once complete the Series 6 login screen will appear as shown below The build number can be seen in the bottom left of the screen confirming the new instance INVU SERIES 6 feqiteredto Unregistered Installatian 2007 Invu International Holdings Ltd AlbRights Reserved The user will then be logged in as normal Invu Services Limited 2009 Page 190 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Turn Off Automatic Upgrade The Client upgrade is by default set to automatically upgrade once the server has been updated this can now be tu
54. will be inverted in Windows Xerox DocuMate 742 Yes Yes 2 Not compatible with Windows Vista Page suppress will only work l in black and white for XP Fujitsu IOLO Yes Yes professional and vista Page suppress will only work Fujitsu fi 6770A Yes Yes in black and white for XP professional and vista Below is a list of scanners that will not work with Series 6 and any operating system Manufacture Model i1210 i1310 i1320 ScanSnap S500 Fujitsu ScanSnap Fi 5110EOX2 Fi 4860C2 DR 5020 If there is a scanner you wish to add to this list please contact Invu Technical Support on 0845 257 1500 or by email at support invu net If using a Network scanner there is also the option to utilise the Netscan function Invu Services Limited 2009 Page 41 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Supported Networks Invu Series 6 Ethernet Networks with protocol suite TCP IP V4 is installed over the network and you can utilise DHCP if required 100 Mbit connection between servers is essential and also preferable from the client to servers Invu Services Limited 2009 Page 42 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU PRE INSTALL PREPARATION REQUIRED SERIES 6 Invu Services Limited 2009 Page 43 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU PRE INSTALL PREPARATION REQUIRED Must ensure that the software perquisites are instal
55. 005 EXPRESS EDITION These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you read them They apply to the software named above which includes the media on which you received it if any The terms also apply to any Microsoft updates supplements Internet based services and support services Microsoft SQL Server 2005 Setup Installing Prerequisites Installs software components required prior to installing SQL Server SQL Server Component Update will install the following components required for SQL Server Setup Y Microsoft SQL Native Client gt Microsoft SQL Server 2005 Setup Support Files Configuring components nstall Cancel Invu Services Limited 2009 Page 220 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once Complete Click the Next button Microsoft SQL Server 2005 Setup Installing Prerequisites Installs software components required prior to installing SQL Server SOL Server Component Update will install the following components required for SQL Server Setup v Microsoft SQL Native Client v Microsoft SQL Server 2005 Setup Support Files The required components were installed successfully The following screen will appear click the Next button This will then carry out a system configuration check on the machine i Microsoft SQL Server 2005 Setup Welcome to the Micro
56. 09 Page 170 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Contig Business Engine location Business Engine PO Display Mame Po This connection is for internet use Enter the Business Engine location then enter a Display Name If the connect will be via the Internet the tick This connection is for internet use check box This will change the connection to use the Business Layer web service rather than the Business Engine NT service Click the OK button to save the changes Installation of GUI If the installation is started without the qn you are presented with the client installation wizard This is a standard setup and is recommended to use all of the defaults It should also be stressed that Invu Series 6 client can also be implemented using thin client system architecture NETPC such as Terminal Services Citrix or equivalent Invu Services Limited 2009 Page 171 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 172 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 BACKUP amp RESTORE Invu Services Limited 2009 Page 173 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU BACKING UP AND RESTORING THE SYSTEM In order that your system data is not lost it is recommended that regular backups take place There are 2 main areas which need to be backed up and wou
57. 4 All Invoice 8 Rems B Filing Cabinets amp 3Intrays Title E Purchase Invoice Lem Version Number Scan 27 10 2009 10 10 03 tif 1 Invu1133 4 General 4 orrespondence Litem Title Search e Version Invoice0003 tif 1 Invoice 4 No Information Type _ Search Metadata Search Content Fo Options Titi e im amp amp i im 4Documents not Filed and Saved 10 Items Company History pdf Scan Route Store Retrieve DUAL BRAND pdf Invoice0002 tif Invoice000 L tif Invoice089 TIF Invoice08 TIF Invoice06 TIF Invoice 5 TIF Invoice 4 TIF Invoice03 TIF Click on the document title in the Middle pane to view summary and notes and to check the thumbnail has generated Invu Services Limited 2009 Page 205 of 235 Technical Installation Manual Series 6 Service Pack 6 2b The results will be lNVU Open in Context Once you have performed a content search you need to check that it identifies the right text in the content Series 6 System Administrator Account 4Accounts Documents gt B Filing Cabinets gt amp 3Intrays C Search Metadata Search Content Options Version Number Anu 33 Version 1 Merge documents gt Re file and Save Start Workflow Create View Delete Send to Export Copy to clipboard Attachments Properties DEK 4 Purchase Invoice Title Scan 27 10 2009 10 10 03 tif Ver
58. 4 11 2009 17 02 23 Invu 1090 System Administrat EMMAJO 04 11 2009 17 00 50 Invu1202 IntrayDocument Liem In d Name Workstation Date Node Number Details 10 November 2004 System Administrat EMMAIO 04 11 2009 14 21 24 Invul202 P MoveDocumenttoAnotherFolder 5 Items Workstation Date Range From 01 September 2009 Document Number ViewDocument 7 tems Prefix 406 11 2008 DeleteDocument 10 Items Number 9 RestoreDocument 7 Items 409 11 2009 C Document Number Search gt MoveDocumentToAnotherFolder 5 Items ViewNotebook Litem Audit Type 415 11 2009 iM Add a userto a group v Archive Audit iv Check a document aut v Check in a draft af a document MoveDacumentToAnotherFolder 7 Items Ive Check in new version gt ViewDocument 3 Hems Iv Create a dacument 419 10 2008 Ive Create a file type iv Create a falder Details Ie Create a scan preset Ie Create a security profile E Create a shortcut iv Create a template iv Create a user v Create a zone preset PEL LE F po er CheckOut 7 Items P EditDocument 7 Items The audit log can also be seen for a specific document from the search or explore results screens if the user has the appropriate permission Invu Services Limited 2009 Page 25 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 26 of 235 Technical Installation Manual Serie
59. 7MB Add Remove Windows i S7 79MB Components br Microsoft Application Error Reporting 0 71MB B Microsoft Compression Client Pack 1 0 For Windows XP Set Program dii Microsoft CRM desktop client For Microsoft Office Outlook Size 8 72MB Access and C w ot Defaults 73 Microsoft Office Professional Edition 2003 Size 738 00MB ea Microsoft Office Visio Professional 2003 Size 343 00MB a Microsoft SQL Server 2005 Size 311 00MB d Microsoft SQL Server Management Studio Express Size 82 70MB d Microsoft SQL Server Native Client Size 4 16MB j Microsoft SQL Server Setup Support Files English Size 20 00MB j Microsoft SQL Server VSS Writer Size 0 66MB You are looking for the items highlighted as shown above Click the X to close Invu Services Limited 2009 Page 46 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU After Manually Installing SQL Express and Management Tool If SQL has been installed manually no matter what version it may be necessary to check the default options set After installing the SQL 2000 sp4 2005 or Express engine and the Management console access the SQL Server Configuration Manager access this from Start All Programs Microsoft SQL Server 2005 Configuration tools SQL Server Configuration Manager Select SQL Server 2005 Network Configuration followed by Protocols for SQLEXPRESS Ensure both Named Pipes and TCP IP protocols are set to If not set right cl
60. 8 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The following installation screen will appear showing the progress bar of the installation iis Microsoft NET Framework 2 0 Setup Installing components The items you selected are being installed Installation Progress Installing native images Executing C WINDOWS Microsoft NET Frameworkiyv2 0 50727 ngen exe install System Windows Forms Version 2 0 0 0 Culture neutral PublicKeyToken b77a5c561934e089 NoDependencies nologo Clicking the Finish button will complete the installation iis Microsoft NET Framework 2 0 Setup Setup Complete Microsoft NET Framework 2 0 has been successfully installed It is highly recommended that you download and install the latest service packs and security updates for this product For more information visit the Following Web site Product Support Center Invu Services Limited 2009 Page 219 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Appendix 4 0 Installation of SQL Express 2005 This consists of 2 stages e The installation of SQL 2005 Express e Installation of SQL 2005 Management Console Stage Installation of SQL 2005 Express Agree to the licensing information by selecting the radio button Click the Next button to continue D Microsoft SQL Server 2005 Setup End User License Agreement MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT SQL SERVER 2
61. Description Detault Store Cancel Change the Title and then click the OK button Filing a Document If Series 6 detects more than one Secure Store Location an additional step is shown at the time of filing documents In the File and Save Document screen 6 steps instead of 5 will be displayed The additional Step 3 requires the user to select the secure storage location Invu Services Limited 2009 Page 152 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Step 3 Choose a physical location TRAINING 04 The drop down will display all secure stores available It will display the location of the document at present So every user that resides in a different location to the default one will get this option providing each users profile is amended accordingly Invu Services Limited 2009 Page 153 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 154 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 CLIENT INSTALLATION Invu Services Limited 2009 Page 155 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU CLIENT INSTALLATION Minimum Hardware Requirements The following specification is a recommended minimum for the client PC Series 6 client machine minimum specification Processor P4 or equivalent Recommended P3 or equivalent minimum 1GB recommended 512M
62. ER A CONSISTENT MESSAGE TO PARTNERS AND END USERS TO ENABLE THEM TO UNDERSTAND THE FOUNDATION OF THE COMPANY imu was founded by David Morgan In 1957 From an office above a shop In Northampton David Morgan and niis first employes Tracey Falconer worked on a pian that would allow nis vision to become reality That vision was to found a company which would grow to Decame one of the largest software companies in the wort by explalting ne document management sector a huge market wtih great potenta Using a modest amount of personal seed capital David made the leap of faith that tends 35 be the start cf all creat companies Up o that point the document management market was serviced by 3 small number of players wno ocused on Fortune 500 companies They employed sales people who could not afford 10 get out of bed unless an opportunity was at least six figures ch amounts of consuRancy and bespoke programming accordingly ine large potential benefis promised by document management were only ever avaiable to large congiomerates In addition because of tne very lange costs involved the net result was a huge gestation period sale which nad to be soki direct Davids batet was ihat the right product could be brought to the market at te rignt price these tenents could be enjoyed by all companies none more so tan in the smat to medium enterprise sector SME This Dellef was also based on technological advances in storage technology that were e
63. Finished The temporary install files will now be removed from the server Install on Server 3 Secure File Store and Services 3 Install Net Framework v2 0 NB Ensure Windows Installer 3 1 this can be obtained from the installation disk is installed prior to carrying out the following Insert installation disk 1 into the server This will provide you with a splash screen Click the option More Options and the following screen will be displayed Click the option Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited 2009 Page 124 of 235 Technical Installation Manual Series 6 Service Pack 6 2b b m Accept the default configuration for the NET installation 4 Install the services and secure file store Click the Back option and the following screen will be displayed Click the option Launch Server Installation E Invu Services Limited Lauti oll Le c ot IiSLalilatu i aal uud er d NET Framework 2 0 must be installed on the computer s i cu launch Demonetra latinn imm um ii I P 1a iif if a a 0b E teed be ee a a a A bat LOL ed WET Framework 2 0 must be installed on the computer he Q9 Launch Server Installation NET Framework 2 0 must be installed on the server More options At the prompt Do you want to install SQL Express click the No button Invu Services Limi
64. G SeneshS ervices Service Account Password Previous Mext Cancel In the Components area ensure INVU Services Service Monitor and INVU Ocr are ticked NB Do not change these components In the Service Account Details area a service account needs to be entered this should be a domain account This must be the same domain account used for the original installation Click the Next button to continue Invu Services Limited 2009 Page 142 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation B x f Select Options Ready to perform installation T Configure Selections Previous Cancel Click the Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not the following prompt will be displayed NENNEN 35 RRL Series 6 has detected that Microsoft WSE3 is nat installed WISE will now be installed as a prerequisite Click the OK button to install WSE 3 0 The Microsoft WSE 3 0 Runtime screen will be displayed i Microsoft WSE 3 0 Runtime InstallShield Wizard m x Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The InstallShield R Wizard will install Microsoft WSE 3 0 Runtime on vour computer To continue click Nest WORKING This program is protected by copyright law and international treaties Cancel Invu Se
65. GE 600 Invu Network Document Management System Invu S600 manages everything that arrives on your desk paper e mails web pages faxes and electronic files The software scans imports stores retrieves and tracks instantly all of these different types of data and what s more the software is easy to use industry strength and highly affordable With tens of thousands of people using Invu software every day Invu is the product of choice for your office Whether you need instant access to customer files invoices or to solve a compliance problem Invu provides the answer to all kinds of administrative needs The product is based on the most up to date technology incorporating Microsoft NET Framework providing both huge scalability and future integration options 650 Invu Network Document Management System with Workflow This system has all the benefits of S600 above but in addition brings the tremendous advantages of workflow to its users Workflow is the intelligent routing of any documents around the organisation in a pre defined controlled and audited manner With the ability to apply timescales priorities and statuses S650 enables full automation of document routing for your key business processes Users see tasks in their Work Tasks and are thus prompted to action those tasks Once actioned the tasks are automatically sent to the next person and so on By the use of this feature a whole host of benefits can be derived Just
66. Group Policy Inheritance Delegation di test local Link Order GPO Enforced Link Enabled GPO Status WMI Filte Ez 2g Sites 1 35 Default Domain Policy No Yes Enabled None Group Policy Modeling Group Policy Results Right click on your domain name and select Create and link a GPO Here option The following screen will appear enter the name Invu Series 6 Client Install LETDCITCO KERN ix EU File Action View Window Help 5 Ame 8 3 i2 Group Policy Management test local amp elem Linked Group Policy Objects Group Policy Inheritance Delegation E dy Create and Link a GPO Here GPO Enforced Link Enabled GPO Status WMI Filte SERE Bu Link an Existing GPO g Default Domain Policy No Yes Enabled None a Group Policy Block Inheritance Group Policy Modeling Wizard New Organizational Unit Search Change Domain Controller Remove Active Directory Users and Computers View b New Window from Here Refresh Properties Help Create a GPO in this domain and link it to this container Click the OK button to continue This will create the GPO entry object which will now be visible in the list shown below S Group Policy Management 05 xl Sg File Action View Window Help e emera 5 Group Policy Management test local Forest test loca
67. Includes In World Wide Web Services ensure that ASP Net is ticked E cS Security jy Basic Authentication El Client Certificate Mapping Authentication E Digest Authentication E IS Client Certificate Mapping Authentication 7 4 IP Security v Request Filtering E URL Authorization v 1 Windows Authentication In Security ensure that Windows Authentication is ticked Invu Services Limited 2009 Page 52 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 SUPPORTED CONFIGURATIONS Invu Services Limited 2009 Page 53 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SUPPORTED INSTALL CONFIGURATIONS The following section of the manual will document the various supported configurations available for the Series 6 installation NB Further testing for other supported configurations will be documented as soon as this becomes available The supported configurations can be split into four areas e Single Server Configuration Single User or Demonstration Installation e Multiple Server Configurations 2 amp 3 Servers e Multiple Secure Stores Invu Services Limited 2009 Page 54 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Single Server Installation Invu Series 6 Single Server installation will include Business Layer consists of Business Layer hosted by IIS if to be installed Business Engin
68. Microsoft NET Framework 2 0 The MS NET Framework can be obtained from the Microsoft website along with any service packs The NET framework is also included on the server install disk Run the installation program this will extract all the necessary files Microsoft MET Framework 2 0 Extracting nett mai LEELLE LE i Microsoft NET Framework 2 0 Setup Welcome to Microsoft NET Framework 2 0 Setup This wizard will quide you through the installation process F Cancel Agree to the terms and conditions by selecting the agree options Proceed by clicking the Install button This Will start the NET installation i Microsoft NET Framework 2 0 Setup End User License Agreement End User License Agreement MICROSOFT SOFTWARE SUPPLEMENTAL LICENSE TERMS MICROSOFT NET FRAMEWORK 2 0 Microsoft Corporation or based on where you live one of its affiliates licenses this supplement to vou IF you are licensed to use Microsoft Windows operating system software the software you may use this supplement You may not use it if you do not have a license For the software You may use a copy of this supplement with each validly licensed copy oF the software v By clicking I accept the terms of the License Agreement and proceeding to use the product I indicate that I have read understood and agreed to the terms of the End User License Agreement Invu Services Limited 2009 Page 21
69. NVU Appendix 6 0 Invu Series 6 Glossary of Terms Microsoft NET NET is both a business strategy from Microsoft and its collection of programming support for what are known as Web services the ability to use the Web rather than your own computer for various services One of its primary objectives is to provide individual and business users with a seamlessly interoperable and Web enabled mode for applications and computing devices and to make computing activities increasingly Web browser oriented The benefits NET platform should provide gt The ability to make the entire range of computing devices work together and to have user information automatically updated and synchronised on all of them Increased interactive capability for Web sites enabled by greater use of XML Extensible Mark up Language rather than HTML Centralised data storage which will increase efficiency and ease of access to information as well as synchronisation of information among users and devices The ability to integrate various communications media such as e mail faxes and telephones Web Services Web services sometimes called application services are services usually including some combination of programming and data but possibly including human resources as well that are made available from a business s Web server for Web users or other Web connected programs Providers of Web services are generally known as application providers Web services range
70. S6tmp_ which should have one file in it called Install6 3 46 0 log This will always have the version number for the current Service Pack If an error occurred during installation or if there was an issue with the log file then it should be sent to support at Invu for analysis If the installation was successful then ideally this file should be left as it will be updated every time an upgrade is performed giving a full log history Invu Services Limited 2009 Page 77 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Directory Security NB The complete directory structure will be configured during the installation procedure there should be no need to add delete or amend permissions to these or any other Series 6 directories as this could affect the working of the system C s6 Data The 3 services Secure Access Server Indexing Engine and Thumbnail Generator will all require full access to this folder and its contents These services will be logged on as a service account configured during the installation stage i e s6service It is this account which will require access to this folder General Sharing Security web Sharing Customize Group or user names 8 Administrators TRAINING 01 Administrators ffi CREATOR OWNER ServiceAccount ServiceAccount INVU TRAINING fj SYSTEM 8 Users TRAINING 01 Users Add Remove Permissions for Service amp ccount Allow Dery Full Control Modi
71. Secure File Store and the Services This should NOT be changed Click the Next button to continue Invu Services Limited 2009 Page 91 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration E Ioj x Ready to perform configuration Click the Next button and the installation will continue setting up the database details Once complete the following prompt will be displayed series6 xi Stark Ehe services Click the Yes button to start the Services NB If the No button is clicked then please see page 72 on how to start the Services manually Once the Services have started click the Close button to exit the installation screen as shown on the next page Invu Services Limited 2009 Page 92 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l NVU Series 6 Installation E iol x f Select Options Jl Configure Selections Jl Installing Web Services Jl Installing Services Jl Installing Service Monitor f Installing OCR Engine ff Upgrading database Jl Finalizing Gb Finished Finished The message Would you like to install the Client click the Yes button For more information please see page 156 The temporary install files will now be removed from the server Series 6 Install Setup is removing installation Files A message will be displayed asking if you would like to install the client Click the Yes button You now nee
72. To configure the default locations double click the required user and the Member Details screen will be displayed IDi xi General Login Security Contact Products User details Domain name SAMARIUM New Login name Ondo Army Name Amy Alison Default Storage Location Default Store Description Enable Workflow Notification Hours Mins o 4 o OK Cancel In the General tab click the drop down in the field Default Storage Location and a list of Secure Stores will displayed from the list select the required store Invu Services Limited 2009 Page 151 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the OK button This will need to be done for any user that requires a different Secure Store as the default location Change the name of Secure Stores The Secure Stores when created use the server installed on as the name To make it easier to identify each store the title can be changed To do this In the Administration screen click the Show Secure storage option Trai Fafa le Tram g Dz EARAXHILTA Ehud ala Liglault Een Dafiu oun PLANE T TIN eti Bld ate TRA Li 1 THAR G1 THAIN Ebda You will then see all secure storage locations displayed in the Middle pane Double click on the name of the secure store that requires amendment The following screen will be displayed Secure Store Default Store B x Title p efault Store
73. Top options for working with Word Save v Show Mini Toolbar on selection i Enable Live Preview G Show Developer tab in the Ribbon Customize JV Always use ClearType Color scheme Blue ScreenTip style show feature descriptions in ScreenTips Personalize your copy of Microsoft Office User name Emma Jayne Owen Initials Eo Advanced Add Ins Trust Center Resources Choose the languages you want to use with Microsoft Office Language Settings In the left hand side of the screen click the Add Ins option and the following will be displayed as shown on the next page Invu Services Limited 2009 Page 216 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Word Options Ad xl Popular y T ta View and manage Microsoft Office add ins Display Proofing Add ins Save E Active Application Add ins Advanced Person Name Outlook e mail recipients A edismart Tag FNAME DLL Smart Tag RoboHook wil STARTUP RoboHook wil Word Add in Customize Addams Inactive Application Add ins Acrobat PDFMaker Office COM Addin ice PDFMOfficeAddin dll COM Add in Trust Center Custom XML Data e Officel2 OFFRHD DLL Document Inspector Financial Symbol Smart tag lists red Smart Tag MOFL DLL Smart Tag Resources Headers Footers and Watermarks e O0fficel2 OFFRHD DLL Document Inspector Hidden Text eXOffice1 2 OFFRHD DLL Document Inspector INVU V6 Offic
74. VER nn 11 11 1111 LL Messages Service Controller INVU Service Controller Click the INVU Service Controller button in the left hand pane to display the Services Click on each the Service you need to start and then click the Start the service option in the left hand pane The status will change to Running as shown above The Services that should be running are INVU V6 Indexing Engine INVU V6 Processing Engine INVU V6 Secure Access Server INVU V6 Thumbnail Generator INVU V6 Data Hub if using Automated Email Storage INVU V6 Business Engine INVU V6 Search Engine INVU V6 Workflow Engine If installed Invu Services Limited 2009 Page 73 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Verifying the Installation You can verify the installation by checking the Services have started and connectivity to the database by using the Invu Service Monitor To Start the Invu Service Monitor go to the following location C Program Files Invu Services Ltd Service Monitor Invu Services ServiceMonitor INYU Service Monitor inl x Messages INVU VE Secure Access Server OAMARIUM IMVU VE Serice Monitor INVI YE Thumbnail Generator SAMARNA NA Ivu Machine Message Clear all messages 24 7 2007 10 47 BSB8emices SAMARIUM A monitor start event has been sent fram server SAMARIUM an port 65105 The application has been started Failed to sen
75. VU Services ServiceMonitor exe on the Series 6 Server and the following screen will be displayed INVU Service Monitor E HR Messages INVU VB Secure Access Server SAMARIUM NVU VB Service Monitor INVU VB Thumbnail Generator E Date Username Machine Message Clear all messages 16062008 15 32 SBBSerices SAMARIUM A monitor start event has been sent from server SAMARII The application has been started Failed to send a message to the monitor Exception has been thrown by the target of an Invocation Mo connection could be made because the target machine secure Access Server version 6 4 2749 0 Initializing Service process id is 504 Service account region iz United Kingdom Service account culture is English United Kingdom Service account shor date pattern is ddibelbdhasey Service account lang date pattern is dd hlbd hh sse Tring to connectto database seriesB on serer SAMARIA initialized successfully This service i providing secure access for SAMARII id Listening on port 65100 far tcp Serer SAMARIUM id 1000 location elsBldata A monitor start event has been sentfrom serer S4MARIUM Service Controller In the Left hand pane of the Invu Service Monitor click the INYU Service Controller button Click on each the Service highlight it and then in the Left hand pane click the Stop the service option the status will change to Stopped You
76. aeeeeeeseaseeees 36 Server Install Operating Systems 32bit or G4DIt ec cccccccceeeeeeeeeeeeeeeaaeeeeeeeeeeseeeeeseeeeeeesseeeseeeeeeeeeeeeaaas 37 Single User or Demo installation Operation Systems sssesssessssssseeeeeeneneneennnnnnnn nennen nnns 37 WSS TSS CNS RE 38 Supported NETWOMKS c0cccesiecnnccnsncncncdedenectntencankonessvnserenccchdanadertiensnceshsuansuibensensles arensashoneeslvsdansenedhceundesdetedentonse 42 Pre EC UB Preparation Roguet PEEL Ad Supported Install Configurations wisi csiscccscscsccsaieicacceionusunnnsnnescwnunsantatncesccstwnseaventods weunudaeetudedescnanumbenmeusuasnunens 54 Single Server Installation coiccccccccccessecsecccetsesecdeceseccssoneecenecasssevenecncctedeseesceseecesuverseacehsdesesevesacaeesecesuseversceceeseods 55 Start the Series 6 Services Manually seiersen reiia neeaae ENEE EENAA nnn nnn nnns nnn ann nns 73 Verifying the Installation elssseeesssessesesseeeeeeee nnne nnnm nnnnnn n nn enn nnne nnn sna nnns nna nnn nna nnn nnn 74 Directory Setup and Security for a Single Server Installation cccccccccsseeeeeeeeeeeeeeeeeseeeeeeeeeesaeaseeeeeeeeess 75 Demonstration or Single User Installation cccccccccssesceeeseseeeeaeeeeeeseeseeeeeeseeesseeeeeseaueeessaeeessageeesseeeeesensaes 82 Example 2 Serner metalation sariani ree ee eee een eee 94 eee acci clie eee eee 110 Multiple Secure Store 51 eese oorr tane te sra o
77. anually using the installation disk Active Directory Roll out Advanced installation only The client is an enhancement on the previous 5 4 client It is a web client which does not run in a conventional browser window It is a rich client Each deployment method is summarised in turn IIS Rollout This roll out method can ONLY be used if the Business Layer has been installed IIS rollout can be performed using a URL to point the user to the client installation however the INVU Setup Client msi file would need to be manually copied into the C Inetpub wwwroot INVUBusinessLayer location or where the physical root for the website is located Series 6 can be installed by the user connecting to the following URL on the local server http lt ServerName gt INVUBusinessLayer INVU Setup Client msi Replace lt ServerName gt with the name of the server on which the Business Layer was installed NB Please note the users will require local administration rights to apply using this method When using this deployment method it is important to place due consideration on the client prerequisites mentioned previously The MS NET Framework v2 0 and MS WSE 3 0 should be installed prior to the client installation using IIS Log on script By placing the client install files and any prerequisite files on a network share you can install the software via standard login scripts using the following commands All the installation files necessary can b
78. audit information Series6Workflow The Series6Workflow database holds persistent data for any registered Workflows running in the Series 6 system This database is only installed only if the Workflow Service has been installed The Client The Invu Series 6 client will provide users access to the Invu system This may be deployed in a number of methods IIS Log on script Client Push Application Manually Active Directory Roll out The client is an enhancement on the previous 5 4 client It is a web client which does not run in a conventional browser window It is termed to be a rich client NB For information on prerequisites for the client installation please see page 156 For information on deployment methods please see page 157 Invu Services Limited 2009 Page 30 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SYSTEM ARCHITECTURE Database Server Workflow Server Internet Extranet Access Firewall Intranet Access Business Layer Secure File Store Secure Access Service E NT Service Thumbnail Generator Web Service if required Indexing Engine File Store Search Layer Content Index Document Data Hub Processing Engine Link Manager Email IMAP4 Process Process Automated Netscan Integration Process Meta data index System Architecture Explained Communication in Series 6 is predominately provided through 2 NT Services The Business Engin
79. b Minimum 100 MB installed Minimum Monitor Resolution 1024 x 768 A 100 Mbit connection between server and clients is preferable It should also be stressed that Invu can be implemented using thin client system architecture NETPC such as Terminal Services Citrix or equivalent NB The memory requirement for client machines running only the client applications should not be below 512 MB of RAM Minimum Software Requirements The client requires the following items to be installed e O S Microsoft Windows XP Professional Microsoft Windows 2000 Professional or Microsoft Windows Vista Home Premium Business and Ultimate or Microsoft Windows 7 with the latest service pack and security patches installed Windows Installer 3 1 NET Framework v2 0 Microsoft WSE 3 0 Internet Explorer 5 0 or above The installation of the client will automatically pickup the language the Server side of the product was installed in So if the server side was installed as Dutch then the clients will be installed in Dutch too NB Series 6 Service Pack 6 2b will be the last release that will support Microsoft Windows 2000 Professional and Microsoft Office 2000 Invu Services Limited 2009 Page 156 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Client Deployment Methods Depending on your environment you have 5 main ways to deploy the client IIS Rollout Pre requites required Log on script Client Application Push M
80. been installed the following screen will be displayed as shown on the next page Invu Services Limited 2009 Page 89 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration Ioj x INVU D Entering Setup Data Database Server Ia ERU T Database Mame series Administrator INVU TRAINING administrator o Previous Mest Cancel As everything is on the current machine ensure that the Database Server text box should contains the correct name of the computer and SQL instance name this is where the Series 6 database will be located By default the installation will always select the current computer name Enter the name or click the button and choose from the list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Administrator text box should contain then details of the user who will be the system administrator for Series 6 It is vital this is correct as this is the only user that will initially be able to login In a demo or single user installation this should be left to the current user When all details have been check and completed click the Next button Invu Services Limited 2009 Page 90 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server C
81. bilities for Microsofts Windows NT and Windows 2000 Server operating systems IIS is Microsoft s entry to compete in the Internet server market that is also addressed by Apache Sun Microsystems O Reilly and others With IIS Microsoft includes a set of programs for building and administering Web sites a search engine and support for writing Web based applications that access databases Microsoft points out that IIS is tightly integrated with the Windows NT and 2000 Servers in a number of ways resulting in faster Web page serving Invu Services Limited 2009 Page 233 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU IMAP4 IMAP stands for Internet Message Access Protocol It is a method of accessing electronic mail or bulletin board messages that are kept on a possibly shared mail server In other words it permits a client email program to access remote message stores as if they were local For example email stored on an IMAP server can be manipulated from a desktop computer at home a workstation at the office and a notebook computer while traveling without the need to transfer messages or files back and forth between these computers Windows Installer 3 1 The Microsoft Windows Installer is an application installation and configuration service This means that it is used for installing programs on your computer Some software requires this latest download of the Installer before you can install it Ri
82. button Invu Services Limited 2009 Page 67 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration Ioj x INVU G Entering Setup Data Set Raot Directory Search Indes Location c s data quicksearch E Default Store Location c sb data T Service Login Account finyu TRAININGS S erice ccount Creating account S6lnvyuadmin on TRAINING 01 Previous Cancel This screen will allow you to set the details for the Secure File Store this includes the location of the Secure File Store the actual files Content Index OCR Thumbnails etc The Set Root Directory text box should contain the path to where the Secure File Store will be located By default the C s6 will be entered but this can be changed to another hard drive on the server and also the folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search Index Location text box should contain the path to where the QuickSearch folder will be located By default the C s6 data quicksearch will be entered but this can be changed but should always remain on the same hard drive folder as in the Set Root Directory text box The Default Store location text box should contain the path to where the store actual files will be located By default the C s6 data will be entered and should always remain on the same hard drive folder a
83. button The following screen will be displayed LT xi Windows Installer 3 01 4000 1823 msiexec Option Required Parameter Optional Parameter Install Options package i gt lt Product msi gt Installs or configures 4 product a lt Product msi gt Administrative install Installs a product on the netwn Zi ulm lt Product msi gt t Transform List gt g Language ID Advertises a product m to all users u to current ust uninstall Product msi ProductCode gt Uninstalls the product Display Options quiet Quiet mode no user interaction passive Unattended mode progress bar only q nibirf Sets user interface level n No LII b Basic Ul r Reduced LII f Full UI default You are looking for the highlighted section Click the OK button to close NET Framework v2 0 NET framework v3 0 Click the Start button from the menu select the Control Panel and then select the Add or Remove programs option The following screen will be displayed B Add or Remove Programs me ta fi Currently installed programs Show updates Sort by Name Change or ey ricaree ariaspyvware cricerprise Toue Size Remove Programs 8 McAfee Rogue System Sensor 1 0 0 Size 1 89MB ra LO McAfee VirusScan Enterprise Size 17 83MB fy MiALIDIO Desktop Edition i 1 Aer B p Size 0 95MB Programs A Microsoft NET Framework 1 1 js Microsoft NET Framework 1 1 Hotfix KB886903 88 3
84. can also create documents through Microsoft Office applications with the Series 6 Office Addin Microsoft Office 2000 and above This way you do not even need to go into Series 6 you can simply complete your document in the application you are used to and then send it to your Intray or even File and Save it straight into the system If you have documents that are already completed you can right click and Send To Series 6 or simply drag and drop them in to your own Intray File and Save series 6 will generate a unique number for all your documents the format of which is defined by the system administrator when the system is setup If your business requires you can set the system up to mimic a filing cabinet with Drawers Folders and a Files However Series 6 allows you to do much more than that Series 6 enables you to create a business model within the system This model then makes it even easier for people to file documents and information and indeed can completely automate the filing of document and information With Series 6 you can define how many pieces of information you would like to use as your File and Save information Search and Retrieval Series 6 provides state of the art search and retrieval functions Allowing the user to search based on all the aforementioned File and Save information or on the content of the document or on a combination of both When the results are returned they are displayed automatically categ
85. can be stored locally at each site thus minimising network traffic The Multiple Secure Stores feature allows users to file documents to different locations For example if a customer has three office locations each office can have their own Secure document Store rather than having all documents stored in one location allowing for quicker retrieval times It also reduces bandwidth over the network It is important to note that all files within the system can still be accessed by all Series 6 users Office A Database BL SL Secure Store Bandwidth Bandwidth Bandwidth Site One Site Two Site Three EE G EE Secure Store Secure Store Secure Store Diagram above shows an overview of a typical setup This feature will be an advantage for customers who have many office locations such as banks estate agents etc Install Multiple Secure Stores To apply Multiple Secure Stores there are two steps to follow e Installation e Configuration The standard product will need to be installed before adding any additional Secure Store location Once this is complete you can follow the steps below Before deploying a Multiple Secure Stores ensure the following pre requisites are installed Secure Store Server Software Requirements e Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Small Business Server with the latest Service Packs and Security Patches Windows Installer 3 1 Net Framework v2 0 NB Th
86. cceptance Date then the Licensee will be deemed ta have accepted this Licence accept the terms in the licence agreement donot accept the terms in the licence agreement Previous ext Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration The screen shown on the next page will be displayed Invu Services Limited 2009 Page 58 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation E B x IY VU What do you want to do m Select Options Install a full server Install the business layer Install the services C Update the existing installation Please choose install language Previous Mext Cancel You have the following options Install a full server Select this option if you wish to install all of the Series 6 components Business Layer Business Engine Search Engine Services OCR Engine Invu Service Monitor Physical File Store and the Database on the current server Install the business layer Select this option if you wish to only install the Business Layer which consists of the Business Layer Web Service Business Engine NT Service and Search Engine NT Service on the current Server If installing the Business Layer this requires IIS to be installed Install the services Select this option if you wish to only install the Se
87. ce Account A service account needs to be created This can be done before the installation or during the installation lf creating the account beforehand then ensure it is a domain account this does not have to be a member of any groups as it will be configure when chosen during the installation It is advisable to ensure that this account is dedicated to Series 6 and that it will not be used to access windows on any machine Installing the Business Layer If installing the Business Layer you may need to create a new web site again dedicated to Series 6 The reason for this is certain types of software will use the default website port 80 this can cause confliction if running Series 6 on the same web site so by creating a new web site this will avoid any issues This is only used when installing the server version Click the Start button then Administrative Tools and then Internet Information Services IIS Manager The following window will be displayed E Internet Information Services IIS Manager ioj x Vs File Action view Window Help e x m B m Sl gt m 3 Internet Information Services 71 59 TRAINER local computer Application Pools Web Service Extensions Web Service Extension Status 1 5 pope Y All Unknown CGI Extensions Prohibited Ef Default Web Site All ST All Unknown ISAPI Extensions Prohibited VMware Management Int
88. ce Agreement vou must nat install the Software and wou must ensure that the Licensee notities INVITI at the address shown at the bottom of this Licence Agreement within days of the date that this Software has been provided to the Licensee the expiration of this day period being the Acceptance Date and the Licensee will receive a refund of the licence fee paid for this Software and Documentation the Software and Documentation callectreely being known as the Software Package fram IM VILI ar the respective Authorised Reseller fram whom the Licensee has purchased this licence the licence fee being referred to as the Licence Fee provided that the Licensee returns the Software Package at the Licensee s cost ta INYO er the Authorised Reseller as reasonably directed by such party IF you continue to install this Software or the Licensee has not communicated your non acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed ta have accepted this Licence accept the terms in the licence agreement donot accept the terms in the licence agreement Previous Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration Then you will be presented with the following Screen Series 6 Installation 1nl xi What do you want to do Install a full server C Install the business laye
89. ch Client A rich client is a networked computer that has some resources installed locally but also depends on other resources distributed over the network The rich client s configuration is somewhere between that of a thin client which relies largely upon network distributed resources and a fat client which has most resources installed locally Invu Services Limited 2009 Page 234 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU INVU CONTACT DETAILS If you need help with installation of Series 6 please use the following Technical Support 0845 2571500 Activation Codes 0845 2571514 To email technical support for help activation codes and extranet logins at support invu net Web site www invu net Invu Services Limited 2009 Page 235 of 235 Technical Installation Manual Series 6 Service Pack 6 2b
90. cification P4 or equivalent 2GB recommended 1GB minimum 200 MB installed Series 6 Services Server minimum specification Hard Drive 60 MB installed Plus the Actual File size Plus approximately 1096 Minimum Monitor Resolution N A Series 6 Workflow Server minimum specification Processor P4 or equivalent 2GB recommended 1GB minimum 200 MB installed Minimum Monitor Resolution These Figures is an estimated amount and should be used as a guideline The 1096 figure will be different depending on the type of file number of pages and content such as images You will need to work out the average size of the customer s documents and an approximate figure of documents brought into series 6 then increase that figure for extra 5096 overhead Calculations should be completed for each individual installation to meet the user needs for storage Audit information will contribute significantly to the database size This is an estimated specification for a 20 user system The more data and users that are added need to be taken into consideration when specifying the system Very Important Though Series 6 can be installed on to a Domain Controller is not recommended if an alternative Server is available Invu Services Limited 2009 Page 35 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The hard drive values shown are the estimated footprint of the system Not including Microsof
91. cked it out but it is locked for editing to all other users When the user has finished editing the document it should be checked back in This places the new revision into Series 6 and it becomes the E latest and current version Any user searching v for the document will by default find the latest revision unless they specifically look for previous revisions O New draft A user can also choose to check in a draft copy of a checked out document which will leave the original unaltered by display a secondary draft document Invu Services Limited 2009 Page 24 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Audit Control Series 6 places all documents and information under audit control from the moment it enters the system and all actions performed by the user are tracked and audited This includes a user logging in or out working with a document opening printing editing deleting etc and all administration options The full audit log can be viewed from the Administration screen and can be filtered by user workstation name date range and audit type X40 IJzers CreateDocument 1 item All seers eee l IndexDocument 5 Items Name Workstation Date Node Number Details System Administrat EMMAIO 04 11 2009 17 17 11 Invu L045 e System Administrat EMMAJO 94 11 2009 17 13 54 Invul061 System Administrat EMMAJO 04 11 2009 17 13 15 Invu 1062 System Administrat EMMAJO 0
92. creen will be displayed Invu Services Limited 2009 Page 44 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU About Internet Information Services xj wy Internet Information Services Microsoft Corporation Version 5 1 This snap in administers the Microsoft Internet Information Services IIS Click the OK button to close OR Click Start then Administrative Tools then select the Internet Information Services IIS Manager option and the following will be displayed E Internet Information Services II5 Manager n xi Va File Action View Window Help mB e a EE AWETE EERE Computer Jjloa vesin Stats G98 PLANETTRAINING local co f PLANETTRAIMING local computer ves II5 v6 0 4 4 gt d oO Oooo Under the Version heading you will be able to tell if IIS is 5 0 or above Windows Installer 3 1 If you look for the Windows Installer on a Windows Server 2000 or 2003 or SBS it does not appear in the Add Remove programs screen To view the version installed on to any machine click the Start button then select the Run option Invu Services Limited 2009 Page 45 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Type the name of a program Folder document or Sim Internet resource and Windows will open it For vou Open msiexec Cancel Browse Into the Open field type in msiexec and then click the OK
93. d a message to the monitor Exception has been thrown by the target af an invocation Mo connection could be made because the target machine actively refused it Secure Access Server version 6 3 36 0 Initializing Service account region iz United Kingdom Service account culture is English United Kingdom Service account short date pattern ig dd Mh way Service account long date pattern is dd hh hh ss Tring to connectto database seriezb an server SAMAR Misglexpress initialized succes sfullv This service is providing secure access for SAMIARILINMEIBU Listening on port 65100 far tcp Server S amp vi amp RIUINM BU id 1000 location elsBldata A monitor start event has been sent trom server SAMARIUM an part 65105 Messages Service Controller ri j INYU Serice Controller From here you can check for any status messages generated from the services you may also stop start and restart them from this application The key information to look for in each message tab is a line stating Initialized successfully The corresponding log files associated with the various services will also help to verify whether the services have started correctly These can be found within C Program files INVU Services Ltd INVU Services Amongst other files this directory will hold individual log files each referencing the each service Next the Client will need to be installed To install the Client please refer to Page 156 Invu Service
94. d supplied documentation Documentation from Invu Services Limited 1NVLI ar one if its authorised resellers the Authorised Reseller vou agree to the following terms and conditions the Licence Agreement an behalf of the organisation which placed an order for this Software for your benefit the organization being referred to as the Licernsee IF this Software is being installed by the Authorised Reseller an the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement on its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF You do not accept the provisions contained within the Licence Agreement you must nat install the Software and you must ensure that the Licensee natifies INYU at the address shown at the bottom of this Licence Agreement within days of the date that this Software has been provided ta the Licensee the expiration of this 7 day pernod being the Acceptance Date and the Licensee will recenve a refund of the licence fee paid for this Software and Documentation the Software and Documentation collectively being known as the Software Package from INYU ar the respective Authorised Reseller from whom the Licensee has purchased this licence the licence fee being refered to as the Licence Fee provided that the Licensee retume the Software Package at the Licensee s cost to INYU ar the Auth
95. d to verify the Series 6 server installation please see page 74 for more information Invu Services Limited 2009 Page 93 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Example 2 Server Installation Server 1 e Invu Series 6 Database hosted by SQL Server Server 2 Business Layer consists of Business Layer hosted by IIS Business Engine NT Service amp The Search Engine also an NT Service e Services Consist of Invu Services Physical File Store S6 OCR Engine and the Invu Service Monitor Server 1 Software Requirements e Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Small Business Server with the latest service pack and security patches installed SQL Server SQL 2000 SP4 SQL 2005 and SQL Express 2005 Windows Installer 3 1 Net Framework v2 0 Server 2 Software Requirements e Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Small Business Server with the latest service pack and security patches installed IIS 5 0 or above if installing the Business Layer e Windows Installer 3 1 Net Framework v2 0 The 3 components Database Business Layer Engine and Search Engine Services and Secure File Store can be installed in any combination Before the Installation of Series 6 takes place ensure the following has been checked Ensure you are logged in as an administrator which has the rights to install and access active directory It is r
96. dered mode the Link Manager utility provides the ability to map structurally the location of indexing data in the XML file format for passing into the Invu system along with the physical file Based on the processing requirements this module can either be set to load manually or automatically this can be incorporated into the day to day practice for automated document archiving if required One licence per system is required and this is allocated to the administrator Invu Netscan Also encompassed within the Document Processing Engine DPE Invu Netscan provides the ability to bring documents into Invu from network locations to an Intray or using the File and Save function Invu Netscan allows customers to integrate existing network scanning devices for the automated import of documents into the Invu system Running as a service this aspect of the DPE will be configured to poll numerous network locations and move the files into the pre configured areas of the system Invu Services Limited 2009 Page 9 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU CodeFree Integration Integration without the Expense of Programming Utilising the data held within third party applications this product allows detailed searches to be performed against documents stored in Series 6 This can be done through a simple drag and drop or using the Training function via a Button or Shortcut key CodeFree enables document searches to be driven th
97. dmin privileges to the latest build of the software Messaging Service OCR Engine Although not seen through the services console the OCR engine is installed server side and client side by the services to perform the OCR The OCR Engine is used for the text recognition of documents This is accomplished using the latest Lead Tools technologies The Indexing Engine OCR Engine the Secure Access Server and the Thumbnail Generator and are the CORE services which perform the function of a Secure File Store This is an important difference for a Series 6 system unlike v5 4 document files cannot be accessed via a file share mechanism The Invu Service Monitor The Service Monitor displays messages from the Business Engine the Search Engine and the 7 Invu services in an easy to read centralised form if all located on the same machine This enables easy administration troubleshooting and also stopping or starting the Services Invu Services Limited 2009 Page 29 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Databases Series6 The Series6 database stores all configuration within Series 6 The configuration consists of data such as user details security filing cabinets information type standard documents etc The database also hold data directly related to the physical file This information consists of metadata Document References virtual and physical file location and
98. dows Update to check for any critical updates to the MET Framework Cancel Click the Close button to complete the installation This will provide a shortcut on the desktop for the client application Invu Series 6 o Ls Ir v Say id ae The client will start automatically once the installation is complete This will produce the logon screen INVU SERIES 6 The Server location dialogue box will be displayed Invu Services Limited 2009 Page 163 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Config Business Engine location Business Engine Enter the Business Engine Name recommended or IP address of where the Business Engine is located The Office Addin will also be installed at this point and the client will be launched Active Directory Roll out Advanced Installation option NB Please be aware prior to running the following Microsoft NET Framework 2 0 must be installed on all users PCs which Invu is to be installed This can be added as part of the Windows update program Copy the Invu Series 6 client installation and Microsoft WSE3 0 MSI files to a network share that all users can access Navigate to the Domain Controller select Start Administration Tools Group Policy Management 4Y DHCP g Mani Yiu SECO d My Computer we Distributed File System gt 2 DNS SSW Command Prompt E Control Panel b th Domain Controller Security Policy e Domain Sec
99. e actual files Content Index OCR Thumbnails etc The Set Root Directory text box should contain the path to where the Secure File Store will be located By default the C s6 will be entered but this can be changed to another hard drive on the server and also the folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search Index Location text box should contain the path to where the QuickSearch folder is located By default the C s6 data quicksearch will be entered this can be changed but should always remain on the same hard drive folder as in the Set Root Directory text box The Default Store location text box should contain the path to where the store actual files is located By default the C s6 data will be entered and should always remain on the same hard drive folder as in the Set Root Directory text box The Service Login Account text box will display the account that will be used to access the Secure File Store and the Services This should NOT be changed NB UNC paths and Mapped drives are not supported The S6 folder must reside on the same server as the services Click the Next button to continue Invu Services Limited 2009 Page 147 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration E B x IY VU gt Entering Setup Data Ready to perform configuration Click
100. e list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Administrator text box should contain then details of the user who will be the system administrator for Series 6 It is vital this is correct as this is the only user that will initially be able to login Again either type in the domain name username or click the button and choose from the list When all details have been check and completed click the Next button Invu Services Limited 2009 Page 121 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration f B x INVU gt Entering Setup Data Set Root Directory Search Index Location c s8 data quicksearch Creating account Sblnvuadmin on training L5 Previous Cancel This screen will allow you to set the details for the Search Index Location only as this must reside on the same server as the Search Engine The Set Root Directory text box should contain the path to where the Quick Search folder will be located By default the C s6 will be entered but this can be changed to another Hard Drive on the server and also the folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search I
101. e 16 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Advanced Series 6 System Administrator Account Open Scan f Create gg Refresh Bi File and Save a 8f Edit Ay QHelp M Workspace Intray 17 Items 3 Workspace i p Current Documents Version Number Email Eight Step Demo pdf Invu1429 Work tasks Eleven Step Demo pdf Invu1430 ain 3 Invu1437 arch Intrays Invu1428 Invu1431 Invu1452 Invu1434 Invu1436 Invu1704 Invu1590 Invu1591 Invu1592 Invu1593 Invu1593 Invu1594 Invu1596 Invul1724 Employee Emergency Infor mation For m docx Groups and AD Synchronisation doc Holiday Request For m doc Series 6 End User Manual for SP 6 2a doc Series 6 Security Model doc Other Intrays amp Intrays Supported Scanners revised doc Todays Post 0002 tif Todays post0001 tif Todays post0002 tif Todays post0003 tif Todays post0004 tif Todays post0004 tif Todays post0005 tif Todays post0007 tif Training Plan for Invu Print doc mie e e Eee ee ee ee ee ee z al ad al wi is ad 2 S The Advanced mode is hosted within a single window The style of the window has a similar feel to MS Outlook giving end users an environment that they may already be comfortable with Full functionality is available in the Advanced mode including Exploring and Administration Intrays The Intrays in the system are similar to the Intrays found on y
102. e Addin scoree dil COM Add in Measurement Converter Measurement Converter C SmartTag METCONV DLL Smart Tag RoboHook WLL C STARTUP RoboHook wil Word Add in Time Smart tag lists C red Smart Tag MOFL DLL Smart Tag Document Retated Add ins Disabled Annlication And ins zl Add in INVU V6 Office Addin Publisher None Location mscoree dll Description INVU Office Addin Manage COM Add ins Go Cancel J In the list you are looking for INVU V6 Office Addin to be under the Active Application Add Ins heading If it is not then it will be under the Inactive Application Add Ins heading To activate at the bottom of the above screen in the Manage drop down list choose COM Add ins then click the GO button and the following screen will be displayed COM Add Ins Add Ins available Acrobat PD fice COM Addin 00 Maker G RoboHelp Word COM Addin E Location C Program Filesi amp dobeAcrabat 7 0 PDFIMakerlofFicePDFMOfFiceAddin dll Load Behavior Load at Startup Remove ERE Tick the INVU V6 Office Addin check box then click the OK button You will need to close the Microsoft Application and restart to complete the changes NB For more information regarding how to use the Office Addin please refer to the End User manual Invu Services Limited 2009 Page 217 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Appendix 3 0 Installation of
103. e Business Layer consists of Business Layer if being installed hosted by IIS Business Engine NT Service amp the Search Engine also an NT Service Server 3 e Services Consist of Invu Services Physical File Store S6 OCR Engine and the Invu Service Monitor Before the Installation of Series 6 takes place ensure the following has been checked Ensure you are logged in as an administrator which has the rights to install and access active directory It is recommended to use the Domain Administrator account That the SQL protocols are configured correctly please see page for more information T If installing the Business Layer check that the default web site is not being used by any other software If it is create a new website which uses a different port not port 80 You will need to have created a Domain account for the Series 6 services or know what account you are going to create during the Installation Server 1 Software Requirements e Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Windows SBS with the latest service pack and security patches installed Windows Installer 3 1 Net Framework v2 0 SQL Server SQL 2000 SP4 SQL 2005 and SQL Express 2005 Server 2 Software Requirements e Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Windows SBS with the latest service pack and security patches installed IIS 5 0 or above if installing the Business Layer
104. e Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not then the following prompt will be displayed E 5 Series 6 has detected that Microsoft WSES is nat installed WISE will mow be installed as a prerequisite Click the OK button to install WSE 3 0 The Microsoft WSE 3 0 Runtime screen will be displayed as shown on the next page Invu Services Limited 2009 Page 129 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU 9 Microsoft WSE 3 0 Runtime InstallShield Wizard Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The InstallShield R Wizard will install Microsoft WSE 3 0 Runtime on your computer To continue click Next WARNING This program is protected by copyright law and international treaties Click the Next button j Microsoft WSE 3 0 Runtime InstallShield Wizard xj License Agreement Please read the following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which vnu received it if anv The terms als
105. e Internet The path to the Business Layer for a typical installation i e installation on Port 80 will be c inetpub wwwroot invubusinesslayer Please be aware this may differ based on the Web site and port used in the initial installation stage Permissions on the virtual directory are set during the installation procedure by default NB There should again be no need to amend permissions set on the virtual directory unless specifically instructed to do so The Business Layer is called in the first instance by the client connecting via the Internet and so requires Integrated Windows Authentication Authentication Methods i x User name Password CO gt Authenticated access For the following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists v Integrated Windows authentication Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain Realm cm m NB Please be aware the ASPNET account must be set to allow through IIS as this may be prohibited by default on many 2003 servers This will however by default be set by the installation Invu Services Limited 2009 Page 79 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Installation Directory The
106. e M be A default message will be displayed if a message is not provided which states The client is out of date and must be updated manually In order for this feature to work the client must already be updated to SP3 or an error will be generated Invu Services Limited 2009 Page 191 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 192 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 BASIC SYSTEM CONFIGURATION Invu Services Limited 2009 Page 193 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU BASIC SYSTEM CONFIGURATION The following sections of the manual will contain some basic configuration guidelines to be carried out by the Administrator after a Series 6 installation Product Registration Setting Custom Privileges ss First time the Series 6 client is run it will prompt the Administrator to register the software and set the number of licences required There are two ways the register Series 6 use the 30 day Free Trial feature which will apply s600 and Office Addin or fully register with activation codes obtained from Invu Technical Support Both methods are explained below Free Trial Registration and the Wizard Product Registration Registration Name Confirm Security Code This installation has not been registered Before it can be used it must be registered and t
107. e NT Service amp The Search Engine also an NT Service Services Consist of Invu Services Physical File Store S6 Folder OCR Engine and the Invu Service Monitor Series 6 Database hosted by SQL Server This is a Full Installation Before the Installation of Series 6 takes place ensure the following has been checked x x x Ensure you are logged in as an administrator which has the rights to install and access active directory It is recommended to use the Domain Administrator account That the SQL protocols are configured correctly please see page 47 for more information If installing the Business Layer check that the default web site is not being used by any other software If itis create a new website which uses a different port not port 80 You will need to have created a Domain account for the Series 6 services or know what account you are going to create during the Installation Prerequisites for Single Server Please see page 34 for Hardware requirements for 1 Server installation Microsoft Windows 2000 Server Microsoft Windows 2003 Server or Microsoft Small Business Server with the latest service pack and security patches installed IIS 5 0 or above If installing Business Layer Windows Installer 3 1 Net Framework v2 0 SQL Server SQL 2000 SP4 SQL 2005 and SQL Express 2005 Invu Services Limited 2009 Page 55 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU
108. e additional Secure Store must be installed on a Server not a client machine such as Microsoft Windows XP Professional Invu will not support client machines with Secure Store locations Also Multiple oecure Stores are supported across a single domain only Invu Services Limited 2009 Page 139 of 235 Technical Installation Manual Series 6 Service Pack 6 2b Y V U eo 1 Install Services Insert installation disk 1 into the server the following splash screen will be displayed Invu Services Limited Tels NET Framework 2 0 must be installed on the computer NET Framework 2 0 must be installed on the computer GB Launch Server Installation ICT D h Tr G 1 Pas pe TTA P5 pA t Arr i NE ramework 2 0 must be installed on the server More options Click on the option Launch Server Installation If a message appears asking you if you would like to install SQL click the No button Series 6 Install Setup is copying the files necessary for installation The temporary installation files will be copied to the local hard disk and then the Software License Agreement screen will be displayed as shown on the next page eS Invu Services Limited 2009 Page 140 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SOFTWARE LICENSE AGREEMENT INVU INYO SOFTWARE LICENCE AGREEMENT In retum for acquiring a licence to use this software the Software an
109. e and Search Engine The Invu Business Engine acts as the main communication protocol between the server and the client When a client connects to the system most communication is referred through the Business Engine The Business Engine communicates directly with the database At no point is there any direct interaction between the Client and database The Search Engine is used for Metadata searching When a client queries the database communication is made through the Business Engine which interacts with the Search Engine For Metadata searches the Search Engine will interact directly with the SQL database For text content searches the client will communicate directly with the Secure File Store and relevant Services In more advanced configurations there may be Multiple Secure File Servers For each Secure File Store installed the services which make up the Series 6 services Secure Access Service Thumbnail Generator and Indexing Engine will be installed on each secure document server This is required to enable both text retrieval functionality as well as the ability to access documents from multiple locations Although not displayed in the diagram a Service monitor will be provided displaying all statuses of the services feedback regarding searches and document access together with any error messages in an easy to read fashion for efficient troubleshooting The DPE Service Document Processing Engine will provide the facility to import la
110. e found on the installation disk NB Please note the users will however require local administration rights to apply using this method with the following scripts NET Framework v2 0 Start wait lt fileserver gt NETLOGON dotnetfx q a c install I q MS WSE 3 0 Start wait msiexec exe i lt fileserver gt NETLOGON Microsoft WSE 3 0 runtime s qn Invu Series 6 Client Msiexec i lt fileserver gt INVU Setup Client msi qn SERVERNAME lt ServerName gt START NO Replace lt fileserver gt with the name of your server where the Net Framework V2 0 WSE 3 0 and Series 6 Client files are located Replace lt ServerName gt with the name of the server where your Business Engine is located START YES NO Tells the client whether to start after installation Invu Services Limited 2009 Page 157 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Client Push Application The Series 6 client can be installed by a method known as Client Push This will enable the administrator to push the client installation to specified computers across the network Insert the Series 6 disk 1 on the splash screen click the More Options option Invu Services Limited Click Launch Client Push Application option This will provide the screen shown below listing all of the computers on the network available for the software to be installed Series 6 Client Installer 6 4 735 ioj x ComputerName LastUser_
111. e the account username and password Check the password is correct Actions 1 Enter the correct Username and Password This can be checked through the Active Directory is unsure In the event there is a problem during the installation when creating the Invu database the following dialogue box will appear Anexception occurred creating the database 1 n error has occurred while establishing a connection to the server When connecting to SQL Server 2005 this Failure may be caused by the Fact that under the default settings SQL Server does not allow remote connections provider Named Pipes Provider error 40 Could not open a connection to SQL Server Actions 1 Ensure the server name is correct browse to the server 2 There is a viable connection to the required machines 3 Check that the TCP IP and Named Pipes protocols are enabled through SQL In the Invu Series 6 installation you will be required to create a Services account logon account The following dialogue may appear if the requirement is not met Seriese x i Failed to create user J Exception has been thrown by the target of an invocation The password does nok meet the password policy requirements Check the minimum password length password complexity and password history requirements Exception from HRESULT 0x800708C5 OK Actions 1 Ensure the password meets the network policy requirements In the event there is a problem from the client con
112. ecommended to use the Domain Administrator account amp That the SQL protocols are configured correctly please see page 47 for more information amp If installing the Business Layer check that the default web site is not being used by any other software If it is create a new website which uses a different port not port 80 x You will need to have created a Domain account for the Series 6 services or know what account you are going to create during the Installation Install on Server 1 SQL Server 1 Install Net Framework v2 0 If the installation will use an existing instance of SQL Server then this section is not required Navigate to page 96 Installation of Business Layer Business Engine Search Engine and Services amp Secure File Store NB Ensure that Windows Installer 3 1 has been installed prior to carrying out the following This can be obtained from the installation disk Invu Services Limited 2009 Page 94 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU Insert installation disk 1 into the server 1 This will provide you with a splash screen Click the Option More option and the following screen will be displayed Click the option Launch NET 2 0 Installation Invu Services Limited INVU SERIES 6 69 Launch NET 2 0 Installation Accept the default configuration for the NET installation 2 Install SQL Express 2005 If SQL is not already installed on to the
113. ed If installing the Invu Business Layer choose a web site from the drop down list NB If installing the Business Layer it is recommended to create a new web site on a different port to the default web site This must be created through IIS before the Series 6 installation take place The INVU Workflow Service if ticked will install the Workflow Service Please see the Workflow Manual for more information Invu Services Limited 2009 Page 100 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU In the Service Account Details area a service account needs to be created or entered this should be a domain account NB It is not recommended to use an account created for an individual to log in to windows this includes and admin accounts Therefore it is recommended to create an account specifically for Series 6 i e Series6Services To enter the username for the account either type in the name including the domain i e invu S6Services in the Service Account Username text box or click the button The Active Directory screen will be displayed ActiveDirectorySelect l x Domain Jinvu training v Users vmware user invuservices IUSR_PLANETTIN WAM PLANETTIN OK Cancel Highlight the name of the account from the list then click the OK button Service Account Details service Account Username INWU TRAINING Xin i Service Account Password e Enter the password in to the Service Acco
114. ed to the network or internet The system will detect if the network is available at the point of starting the client if no network is available the system will work in off line mode In the Simple mode the workspace area is known as My Work Invu Services Limited 2009 Page 21 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Searching Principles Invu Series 6 provides a great deal of flexibility in the way in which the user can perform a search within the system A general search in the Simple mode will always search through both the documents filing information and its content When performing a search within the Simple mode all locations are searched including the Intrays accessible by the user In the Standard and Advanced modes there is scope to search through either the document s filing information or content or to build more complex searches by using logic and filters Common searches or search criteria can be saved and retrieved by the user The search can also be localised to specific locations within the Series 6 system such as a specific Folder or Filing Cabinet to narrow the search s scope Technical Manual Current Amended by EJO doc E General Summary Statistics Contents Custom Title Series 6 Installation Manual Subject Series 6 Installation Course Author Pete Stone Manager Company IMVLI Services Limited Category Keywords Comments Hyperlink
115. eeeesseeeeeeeessaeeeeeeessaaeeeeeeeeeas 210 POD RAD Re M d T PM V 212 Invu Services Limited 2009 Page 3 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Appendix 1 0 Removal Check List ccccccccccessseceecceeeeeeeeseeeeeeeeeaeeueeeeesseeeeeeseuaaeeeesseaeeeeessaageeesensags 212 Appendix 2 0 Installation of the Invu Office Addin seeeeeeesssssseeeseeeeeeeeeennnnn mmn 214 Appendix 3 0 Installation of Microsoft NET Framework 2 0 cccccccccccssseeeeeeeeeeeseeseeeeaeseeesaaeeessasaaeees 218 Appendix 4 0 Installation of SQL Express 2005 essssssssssseeeeennnnn nnne nennen nennen nnns n nana 220 Appendix 5 0 Ports for Services and Configuration cccccccccccccessseeeceeeeeeeaeeseeeeeeeessueeeeeeeeeeeessaaaaeses 229 Appendix 6 0 Invu Series 6 Glossary of Terms ccccccccsesesecceeeeeeeeeeseeceeeeeeeaeeeeseeeeeesssaeaaeeeeeeeeessaaageses 233 liii Er A ek fe pes eset ce gs en A A O E pas epi EE mus en E A E 235 Invu Services Limited 2009 Page 4 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU OUTLINE SERIES 6 INSTALLATION COURSE 1 AMIS The aim of this course is to provide engineers with a thorough foundation in Invu Series 6 product suite During the course attendees will gain experience of system usage and concepts product installations system optimisation
116. erface ow PR c ERS Prohibit 9 Active Server Pages Prohibited Eug gt ASP NET v2 0 50727 Prohibited Properties gt Internet Data Connector Prohibited i9 Server Side Includes Prohibited 93 VMware Server Allowed Tasks WebDAV Prohibited E Add a new Web service extension E allow all Web service extensions for a specific application E prohibit all Web service extensions Open Help 4 gt Extended Standard In the left hand panel right click the folder called Web Sites then New and then Web site a wizard will be displayed Web Site Creation Wizard Welcome to the Web Site Creation Wizard This wizard helps pau create a new Web site an this computer To continue click Next Invu Services Limited 2009 Page 48 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l NVU Click the Next button Web Site Creation Wizard Web Site Desciption Describe the Web site to help administrators identify it Type a description af the Web site Description Series Back Cancel Into the Description field type in Series6 then click the Next button Web Site Creation Wizard IP Address and Port Settings Specify an IP address port setting and hast header for the new Web site Enter the IP address to use for this Web site All Unassigned TCP port this Web site should use Default 80 aa Host header for this Web site Default None
117. eries 6 Guid Feedback form This site i designed for the sole purpose of helping you to leam and understand more about Series 6 We do hope you er the Resource Portal To find out more about these resources select one of the options from the Resource Portal menu on the left f you have any feedback regarding the resource portal wed love to hear from you It has been developed with you in you have any suggestions or requests please do let us know You can email us at marketing Dinwu net orcall 01604 85985 n lt gt gt Show the resource start page when the client starts The Resource Portal will allow you to learn how to use Series 6 by means of Manuals Videos Demonstration and understanding Discussion board to allow you to start up discussions on certain topics or even ask questions and find out what s new by way of Web workshops For more information please visit the Resource Portal Log into Series 6 as normal then click the function Revision Control All documents are placed under revision Check In SE control from the moment they enter Series 6 o This means that when a document is revised newversion the original is still held and can be retrieved by the users if required The process of revising a document is provided through the mechanism Description of checking out and checking in A checked out document can be edited revised by the Documentnas been updated EJOJ user who has che
118. ers As an example Letter could be defined as an Information Type with Acceptance Letter Inquiry Letter and Letter of Complaint being three related Standard Documents A customer could also choose to work with Invoice as an Information Type and categorise Purchase Invoice and Sales Invoice as Standard Documents As an alternative a more general approach could be taken and Purchasing Document could be setup as the Information Type with Purchase Invoice Credit Note and Purchase Order etc being defined as Standard Documents Invu Services Limited 2009 Page 18 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Examples Information Type Related Standard Documents Letter Acceptance Letter Acknowledgement Letter Adjustment Letter Application Letter Complaint Letter Inquiry Letter Reference Letter Refusal Letter Resignation Letter Invoice Purchase Invoice esas Purchasing Document Purchase Invoice Credit Note Purchase Order Proof of Delivery Note Statement A Standard Document can also be defined to have no related document This will allow the users to file an entry into the system without the need for a physical document An example of this kind of Standard Document could be Phone call This allows the Series 6 system to be not only a document management system but also an information management system Document References Document References add further d
119. es Limited 2009 Page 87 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the Next button i Microsoft WSE 3 0 Runtime InstallShield Wizard Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The InstallS5hield R Wizard will install Microsoft WSE 3 0 Runtime on your computer To continue click Next WARNING This program is protected by copyright law and international treaties i Microsoft WSE 3 0 Runtime InstallShield Wizard E xj License Agreement Please read the Following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which vnu received it if anv The terms also annlv tn any Microsoft z C Ido not accept the terms in the license agreement Print InstallShield ee C cmn Click the option I accept the terms in the licence agreement then click the Next button j Microsoft WSE 3 0 Runtime InstallShield Wizard x Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your
120. es provided the click the Next button Invu Services Limited 2009 Page 223 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU i Microsoft SQL Server 2005 Express Edition Setup Authentication Mode The authentication made specifies the security used when connecting En SQL Server Ex Select the authentication mode to use For this installation CO Windows Authentication Mode 9 Mixed Mode Windows Authentication and SQL Server Authentication Specify Ehe a logon password below Enter password essct Confirm password eese Click the Next button to the following screen ie Microsoft SQL Server 2005 Express Edition Setup Error and Usage Report Settings Help Microsoft improve some of the SQL Server 2005 components and services jfeperting server Error reports include information regarding the condition of SQL Server 2005 when an error occurred your hardware configuration and other data Error reports may unintentionally include personal information which will not be used by Microsoft Automatically send Feature Usage data For SQL Server 2005 to Microsoft Usage data includes anonymous information about your hardware configuration and how you use our software and services By installing Microsoft SQL Server 2005 SQL Server and its components will be configured to automatically send Fatal service error reports to Microsoft or a Corporate Error Reporting Server Microsoft uses er
121. etail when filing the documents into the Filing Cabinets Document References are associated with the Standard Documents which means each Standard Document can have a differing set of Document References There is no set number as to how many Document References should be associated with a Standard Document one Standard Document may have five Document References another nine and a third just one When defining a Document Reference you are able to specify a data type e g numeric character string date currency true false etc set a default value and define a format input mask for the data This validation will provide additional confidence that the correct information is being supplied during the filing process Invu Services Limited 2009 Page 19 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Example Filing Setup for HR Documentation Document Standard Information types References Documents Candidate Name Agency CVs Job Role Recruitment Documents Job Role Department Job Specification Employee Name Employee Reference Job Role Contract Department Employee Name Employee Reference Personal Details Employee Records Department Employee Name Year Employee Name Sickness Form Year The Workspace brings together the user s Intray Work Tasks Email and Current Documents It is the default location in the Standard and Advanced modes presented to the end user when they first log in and
122. ew letters then click the Find Now button Highlight the name of the account from the list then click the OK button Service Account Details service Account Usemame INVU TRAINING Min i service Account Password ees Enter the password into the Service Account Password text box and click the Next button If the account entered does not already exist the following prompt will be displayed SS 3d The account invu braining services does not exist Do vau wank this account Ea be created Click the Yes button to create account automatically by the installation If the account already exists then the installation will check to see if this is a valid account and correct password has been entered The Installation is now ready to start Invu Services Limited 2009 Page 61 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation Ioj x f Select Options Ready to perform installation i gt Configure Selections Previous Cancel Click the Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not then the following prompt will be displayed EN 333 Series 6 has detected that Microsoft w SE3 is not installed W SE will now be installed as a prerequisite Click the OK button to install WSE 3 0 Invu Services Limited 2009 Page 62 of 235 Technical Installation Manual Se
123. ference All of this is recorded within the audit log function Internet Explorer Series 6 offers you the ability to capture web pages through Microsoft Internet Explorer 5 0 and above These pages can then be filed and saved into Series 6 from the users Intray Communications Series 6 uses IMAP4 to communicate to server based mail systems Microsoft Exchange Lotus Notes and GroupWise are all IMAP4 compliant It therefore allows Series 6 to replicate your folder structure within your the Workspace so that you can choose which emails you would like to keep by filing and saving them away into the Series 6 system Of course it is not a problem to work in your native application if you wish to as you are able to File and Save information into Series 6 through the Office Addin Please see above In addition to this Series 6 will also use this technology to automatically File and Save emails into the system placing them under document management control from the time they are sent or received This is accomplished by using a function called Automated Email Storage Customisation and Configuration series 6 will allow you to customize many aspects of the system Indeed it comes with three different types of mode for different types of users The Simple mode is designed for quick access to the main areas of the system The Standard mode allows users to access all the functionality of the system privilege permitting from a small toolbar
124. from such major services as storage management and customer relationship management CRM down to much more limited services such as the furnishing of a stock quote and the checking of bids for an auction item The accelerating creation and availability of these services is a major Web trend XML XML Extensible Mark up Language is a flexible way to create common information formats and share both the format and the data on the World Wide Web intranets and elsewhere For example computer makers might agree on a standard or common way to describe the information about a computer product processor speed memory size and so forth and then describe the product information format with XML Such a standard way of describing data would enable a user to send an intelligent agent a program to each computer maker s Web site gather data and then make a valid comparison XML can be used by any individual or group of individuals or companies that wants to share information in a consistent way WSE 3 0 Web Services Enhancements for Microsoft NET WSE is a supported add on to Microsoft Visual Studio NET and the Microsoft NET Framework providing developers the latest advanced Web services capabilities to keep pace with the evolving Web services protocol specifications IIS IIS Internet Information Server is a group of Internet servers including a Web or Hypertext Transfer Protocol server and a File Transfer Protocol server with additional capa
125. fy Read amp Execute List Folder Contents Read Write Cranial Darrsinaians LI LI m O m m r1 r1 For special permissions or for advanced settings Advanced click Advanced m Series 6 Database The Business Layer Business Engine will require full control to this directory This is achieved through the default impersonated account again configured using the installation procedure With new installation a temporary database is created for the Filing Structure Maintenance and the Wizard this database will be removed once the Filing Structure has been committed Invu Services Limited 2009 Page 78 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU IIS Security if the Business Layer is installed Invu Series 6 utilises 1 IIS virtual directories E Internet Information Services IIS Manager Oj x Tg File Action View Window Help PIE e m Xx EAB emm gt m 9j Internet Information Services TRAINING 09 local computer INVUBusinessLayer C inetpub wwwroot INVUBusinessL Application Pools _J aspnet client _J Web Sites iisstart htm Default Web Site pagerror gif INVUBusinessLayer _J aspnet client E VMware Management Interface 1 0 1 __J Web Service Extensions The Business Layer is a Web Service communications gateway between the client and Server if the Client is connecting via th
126. g OCR Engine Jl Upgrading database aff Finalizing Gb Finished Finished Previous When installation is complete click the Close button to exit the installation screen as shown below The temporary install files will now be removed from the server Series 6 Install i Setup iz removing installation files Invu Services Limited 2009 Page 135 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Configuration on Server 1 Database server In order for the client to operate correctly there is one piece of configuration required in order for the Business Layer to successfully communicate with the Database This is required to hold data relating to temporary tables for batch importing into the Invu SQL Database 1 Create a folder on the database server called tt this folder must be created somewhere on the C drive 2 Right click the tt folder and from the menu choose the option Sharing and Security 3 Click the option Share this folder and click the Permissions button 4 Click the Add button and the following screen will be displayed Select Users Computers or Groups 2 xl Select this object type Users Groups or Built in security principals Object Types From this location finvu TRAINING Locations Enter the object names to select examples eriesbServices Check Names Advanced Cancel LZ 5 Click into the Enter the object names to select type i
127. gistration Name Field View Ltd Security Code 2Y885 Licences 15 Items Product Advanced CodeFree Barcode Module Client API Code Free 1600 Invu Care expiry date Invu Link Invu Research Service lris Integration Link Manager Office Add In Optical Character Recognition Readonly web application S600 5650 The above screen will then be displayed Entry of the Registration Name will provide a Security Code when contacting Invu Technical Support for an activation key the user will be asked to provide this code See last page of manual for contact details Registration Aie E Registration Name Security Code EF8v5 Next you will need to activate the products double click the product i e s600 and the following will be displayed Invu Services Limited 2009 Page 198 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU License 5600 Please enter the product activation code Enter the code provided and click the OK button if the code is correct the number of licences activated if not correct a message will be displayed then you can enter the code again Repeat until all required licences have been activated Click the Close button to exit the screen Series 6 will then open Privileges for the Administrator The Systems Administrator has custom privileges but not all of them so we will add all to ensure we test the
128. grade takes place and that you are logged in as the Domain administrator on a server or a local administrator on a Windows 2000 Professional XP Professional and supported Vista machines Insert disk 1 On the splash screen you must choose the relevant installation option which matches the option selected in the initial installation l e if the Launch Demonstration Installation option was selected in the initial install then that same option on the splash screen should be selected for the upgrade In this case we installed the Server Installation so we will click the option Launch Server Installation NB when upgrading a system you are not able to upgrade from English to Dutch Invu Services Limited 2009 Page 184 of 235 Technical Installation Manual Series 6 Service Pack 6 2b NET Framework 2 0 must be installed on the computer NET Framework 2 0 must be installed on the computer GO Launch Server Installation MET Framework 2 0 must be installed on the server More options The temporary files will then be copied across to the local hard drive of the server Series 6 Install Setup i copying the Files necessary for installation Once the temporary files have been copied across the Software Licence Agreement screen will be displayed as shown on the next page eS E Invu Services Limited 2009 Page 185 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SOFTWARE LICENSE AGREEMENT
129. greement vau must nat install the Software and pou must ensure that the Licensee notifies INYU at the address shown at the bottom of this Licence Agreement within days of the date that this Software has been provided to the Licensee the expiration of this 7 day period being the Acceptance Date and the Licensee will receive a refund of the licence fee paid for this Software and Documentation Ehe Software and Documentation collectvely being known as the Software Package from INYU ar the respective Authorised Reseller from whom the Licensee has purchased this licence the licence fee being referred ta as the Licence Fee provided that the Licensee returns the Software Package at the Licensee s cost to INYU ar the Authorised Reseller as reasonably directed by such party IF vou continue to install this Software or the Licensee has nat communicated your non acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed to have accepted this Licence C donot accept the terms in the licence agreement Previous Mest Cancel Me Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration Then you will be presented with the following screen iBixi INVU LJ gt Select Options What do you want to do install a full server Install the business layer C Install the services C Update the
130. he appropriate licenses installed As you are an Administrator please register this software and obtain the appropriate licenses To register this software first choose a name to register the software to This should be the name of the Company or individual using the software and NOT the name of your reseller The name must be longer than six characters preferably longer in order to generate a unique security code Please note that once the security code has been generated the registered name of the installation cannot be changed Enter the name in the Registration Name box and the Confirm button will become enabled Click the Confirm button and a Security Code based on the registration name entered will be generated Contact your reseller and provide them with the Security Code This will allow them to generate licenses to allow access to the product Follow the instructions given to you by support to enter the license details Cancel On the Product Registration screen click the Free Trial button and the licences will be applied Registration Registration Name Free 30 Day Trial Security Code 4 icences 15 Items Product Value Advanced CodeFree Barcode Module Client API Code Free 1600 Invu Care expiry date 19 08 2009 Invu Link Invu Research Service lris Integration Link Manager Office Add In Optical Character Recognition Readonly web application v
131. hen file and save in to Series 6 Invu Services Limited 2009 Page 11 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU WHAT DOES SERIES 6 REALLY DO Scanning Series 6 will scan many different types of image format but the most common format is TIFF although it supports PDF JPG and many more The scanning is done by connecting locally to a scanner through a TWAIN driver or by connecting to a file location using Netscan that automatically brings images into the system from an external multi function device Viewing series 6 supports the viewing of single or multi page documents Indeed you can view these documents individually or show them all together within the Series 6 viewer making it very easy to read through multiple documents Manipulation of the image is possible by zooming in and out inverting etc other functions can be seen Series 6 End User Manual From the viewer you can print and view annotations Creating Series 6 provides the ability to create documents of any file type as long as the system is configured and the application is installed on the machine When a document is created simply decide where it needs to be filed within Series 6 and all users of the system security permitting will be able to retrieve it immediately Once the document is in Series 6 you will also be able to search on its content and even have the option of highlighting the words that you have searched on You
132. ice INVU V6 Search Engine 05 10 2007 14 You are looking for a line that states initialized successfully Repeat but for the Business Engine Server 3 the Services which incorporate the NT services the physical file store s6 the Invu Service Monitor and OCR Engine You can verify the installation by checking the Services have started and connectivity to the database by using the Invu Service Monitor To Start the Invu Service Monitor go to the following location C Program Files Invu Services Ltd Service Monitor Invu Services ServiceMonitor INYU Service Monitor E loj x INVUVE Secure Access Serer SAMARILIBA WYJ Ve Serice Monitor INYU SE Thumbnail Generator SAMARNI ha Ii 1 Machine Message Clear all messages 24 07 2007 1047 S6Services SAMARIUM A manitor start event has been sentfram server SAMARIUM on port 65105 The application has been started Failed ta send a message to the monitor Exception has been thrown by the target of an invocation Mo connection could be made because the target machine actively refused it Secure Access Server version B 3 35 Initializing Service account region iz United Kingdom Service account culture is English United Kingdom Service account short date pattern is dd hMivaay Service account long date pattern is dd bbb sse Tring ta connect to database seriesb on server SAMAR UMisglexpress initialized successfully This service is providing secu
133. ices are being installed then the password screen will not be displayed The upgrade will continue when finished the following screen will be displayed Series6 Ed Stark Ehe services Click the Yes button to start the Services If the No button is clicked then please see Page 72 for information on starting the Services manually Invu Services Limited 2009 Page 188 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU lt Series 6 Installation EM zi rj XI f Select Options INVU SERIES 6 Jl Configure Selections off Installing Web Services Installing Services Jl Installing Service Monitor f Installing OCR Engine Jl Upgrading database aff Finalizing Gb Finished Finished When the Upgrade is complete click the Close button to finish When upgrading a multiple server configuration you will need to upgrade each machine in turn starting with the Business Layer Business Layer hosted by IIS Business Engine and Search Engine are NT Services machine Then upgrading the Services NT Services Physical File store S6 Folder OCR Engine and Invu Service Monitor machine NB You do not need to upgrade the Databases server as this will be done through the upgrade for the Business Layer and Services components Invu Services Limited 2009 Page 189 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Upgrading a Series 6 Client Once the Series 6 system has been
134. ick on the protocol and selecting Enabled SQL Server Configuration Manager File Action View Help amp 2 SQL Server Configuration Manager Local Lt SQL Server 2005 Services Shared Memory Enabled 4 SQL Server 2005 Network Configuration Named Pipes Enabled SS TCPJIP Enabled Y VIA Disabled He Protocols For SQLEXPRESS 2 SQL Native Client Configuration amp Client Protocols amp Aliases NB Any changes made within the SQL Server Configuration Management console will require a restart of the SQL instance Access this via Start gt All Programs gt Microsoft SQL Server 2005 gt SQL Server Management Studio Express Right click on the instance for all default installations this will be shown as machine name SQLEXPRSS and select the Restart option R Microsoft SQL Server Management Studio Express File Edit View Tools Window Help New Query D GF af B Eg he a Object Explorer Summary 3 3 2 3 1 34 Si List n SOLEYPDESS SOL Servii g Connect i M j CADMIUMYSQLEXPRESS SQL Server 9 0 1399 INVU piyushp g Server Register CADMILUMYSQLEXPRESS 5 Item s 3 Lam Replic New Query Manag Name Stop Databases Pause Security Ld Server Objects Restart Lj Replication nein LI Management Properties lt gt 4 gt p E Ready Invu Services Limited 2009 Page 47 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Servi
135. icrosoft NET Framework 3 0 Setup welcome to Setup net Fra mework Microsoft NET Framework 3 0 End User License Agreement Be sure to carefully read and understand all of Ehe rights and restrictions described in the Instal Click the have read and ACCEPT the terms of the license agreement option and click the Install button L2 Microsoft NET Framework 3 0 Setup Installation Progress net Fra mework A progress bar will be displayed above During this process setup will be installing components required for DotNet3 Invu Services Limited 2009 Page 65 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU zig x Microsoft Setup Complete MET Framework Microsoft NET Framework 3 0 has been installed successfully ij It is highly recommended that you download and install the latest service packs and security updates For this product For more information see windows Update Once the install is complete click the Exit button to continue with the Series 6 installation During the Series 6 installation process the following components are installed Invu Business Layer If option is ticked Invu Business Engine Invu Search Engine Invu Services Invu Workflow Engine if option is ticked Invu Service Monitor Invu OCR Engine Each component is installed showing a progress bar NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The
136. ides the metadata document references search functionality within Series 6 This service can be stopped started and messages can be viewed through the Invu Service Monitor NB The Business Layer Business Engine and the Search Engine must reside together on the same server Invu Services Limited 2009 Page 28 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Services The services are NT Services which are installed where the Physical file store is located known as the S6 folder There are 7 services to the Invu product overall Service Name Description Creates content information for the database equivalent to v5 4 s Indexing Indexing Engine Engine and Search Server combined This is where the optical character recognition occurs Secure Access Server Provides secure access to the document file store Creates thumbnails and preview files for relevant documents within the Invu Thumbnail Generator system Pre processes documents before they are added to the database It will also handle imports through the Link Manager and Netscan The DPE will provide the functionality needed for network scanning and bulk importing large numbers of files Processing Engine Data Hub Used for the automated email indexing function Workflow Engine Will run the Workflow function of Series 6 S650 Client Only Service Installed with the Client Application Used by the system to patch clients with non a
137. ies 6 Service Pack 6 2b lNVU Client Side Configuration There is no manual configuration necessary for the client The only thing that is needed is the location of the server If the client does not have this then it will display a dialog box asking for the Server location this is where the Business Engine is installed Simply type in the server name preferable or the IP address Troubleshooting Client Once installed a client side configuration file is maintained on each client PC for each user this will be located in the user s application settings When accessing the client application if there is a problem connecting to the system a login box will appear Click the Server drop down list which will allow the user to specify the server s which they require to connect to INVU Username Password B mI Server BAMARIUN MI Login Cancel If the login screen does not appear and you wish to see it close Series 6 then hold down the CTRL key and double click the Invu Series 6 Icon The login screen will be displayed Click the Edit button and this will provide the user a list of available servers to connect to Series 6 Client Admin Display Name Address Internet SAMARIUM SAMARIUM False Add Remove The Add and Remove buttons will enable administrators to add or remove servers as required Click the Add button to create a new Business Engine location Invu Services Limited 20
138. ine INVU V6 Processing pe b San Engine 65100 reas File IO Write Thumbnail Generator INVU V6 Indexing Engine m NN IMAP INVU V6 Data 65100 l kuma 143 TCPIUDP Hub oe 993 SSL File 10 Read El All Services FileStore Same connect to server as secure database and access SOL Database authenticated via Windows Authentication Invu Services Limited 2009 Page 230 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Communication of the client to the processing engine on port 65106 is only required when setting up linkmanager or netscan This port it not therefore used by non admin users DEPLOYMENT EXAMPLES Standard Installation In any installation the following ports must be opened up between the client and the business engine Port 65111 Port 65112 The following port opened up for the document access Port 65100 The following port opened up for netscan linkmanager administration Port 65106 Invu Services Limited 2009 Page 231 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU Multi Server Installation The following diagram shows a deployment where the business engine and secure access are deployed on separate machines and the data hub is configured The ports used are indicated IMAP 143 TCP UDP 993 SSL Invu Services Limited 2009 Page 232 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l
139. ing referred to as the Licence Fee provided that the Licensee returns the Software Package at the Licensee s cost ta INYO or the Authorised Reseller as reasonably directed by such party IF you continue to install this Software or the Licensee has not communicated your non acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed to have accepted this Licence M C do not accept the terms in the licence agreement Previous Mext Cancel d Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration Then you will be presented with the following Screen Series 6 Installation al xl If 1VU m Select Options What do you want to do C Install a full server C Install the business layer C Installthe services e Update the existing installation Please choose install language English United Kingdom Previous Mext Cancel As the Series 6 installation is already present the option Upgrade the existing installation will be selected click Next to continue Invu Services Limited 2009 Page 186 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l NVU Series 6 Installation B x f Select Options Components INYO Business Layer Web Site Default Web Site IN VILI Business Engine IN VILI Search Engine IN VILI Services T Configure
140. ing screen will be displayed Privileges Preset Standard Advanced User CodeFree Document Email Exploring Mode Reporting Scanning Searching Workflow Workspace Modify internal filling cabinet Create external filing cabinet Edit external filing cabinet Delete external filing cabinet List external filing cabinets Create new folder Rename folder Delete folder Create and copy folders Create and copy indexes Auto associate folders and information types wher Create folders when indexing Click the All button and this will apply all privileges Click the OK button then click the OK button again to finish In order for these changes to be implemented close down the Series 6 Client and restart Invu Services Limited 2009 Page 200 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 BASIC SYSTEM TESTING Invu Services Limited 2009 Page 201 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU BASIC SYSTEM TESTING Once a system has been installed it should be tested by bring in documents Open a document Search the Metadata and Content of the document Bring in documents You will need to first bring in some documen ts into the Intray It could be any document but it is recommended to bring in a tiff and a word doc as this will allow you test the Index and OCR functions amp Manuals amp Text File Edit Help
141. is clicked then please see page 72 on how to start the Services manually Once the services have started click the Close button to exit the installation screen as shown on the next page Invu Services Limited 2009 Page 107 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation ioj x f Select Options INVU SERIES 6 Jl Configure Selections m d Installing Web Services f Installing Services Jl Installing service Monitor f Installing OCR Engine Jl Upgrading database aff Finalizing Gb Finished Finished Previous The temporary install files will now be removed from the server Series 6 Install l Setup is removing installation files Invu Services Limited 2009 Page 108 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Configuration on Server 1 Database server In order for the client to operate correctly there is one piece of configuration required in order for the Business Engine to successfully communicate with the database This is required to hold data relating to temporary tables for batch importing into the Invu SQL database 1 Create a folder on the database server called tt this folder must be created somewhere on the C drive 2 Right click the tt folder and from the menu choose the option Sharing and Security 3 Click the option Share this folder and click the Permissions button 4 Click the Add bu
142. k negotiates the protocol using SSPI The authentication mechanism is encrypted by NET for this purpose All other communication is unencrypted once the client has been authenticated Invu Services Limited 2009 Page 229 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERVICE ARCHITECTURE The following diagram summarises the TCP communication between services This diagram shows the service boundaries not machine boundaries NB The Secure Access Server always includes the following three services These services must always be running e INVU V6 Secure Access Server INVU V6 Thumbnail Generator INVU V6 Indexing Engines As part of advanced installation the following three services may or may not be deployed as part of secure access or can be disabled if not required In the majority of deployments they can be considered to be part of the the Secure Access INVU V6 Processing Engine e INVU V6 Data Hub The Business Engine and search Engine are always deployed together In typical use the client communicates to the business engine via ports 65111 and 65112 Port 65111 is used to authenticate the client The following ports are used for windows authentication NTLM Windows UDP authentication This is required 65111 for administrative 65112 INVU Client purposes only 65106 File IO Write INVU Business 1 Engine 65101 65109 65100 INVU Search Eng
143. l z As Domains Linked Group Policy Objects Group Policy Inheritance Delegation GG test local Link Order Link Enabled GPO Status WMI Filte Sites m 3j Default Domain Policy No Yes Enabled None Group Policy Modeling Group Policy Results es Ee 0H Name Inv Series B Client Install Double click the Invu Series 6 client Invu Services Limited 2009 Page 165 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Si Group Policy Management gt Gj Alg E 2 Group Policy Management H A Forest test local cg Domains B Default Domain Policy Invu Series 6 Client Installs H E Domain Controllers 3 Group Policy Objects WMI Filters 3 Sites Group Policy Modeling i Group Policy Results St Group Policy Management a Group Policy Management TA Forest test local cg Domains test local i Default Domain Policy H E Domain Controllers H Group Policy Objects cL WMI Filters H E Sites f Group Policy Modeling i Group Policy Results Click the Objects Types button gt Am 3 amp EA Group Policy Model i Group Policy Resull Deselect everything except Computer Invu Services Limited 2009 Page 166 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Object Types Select the types of objects you want to find 2 x Object types L rr G
144. lNVU INVU TECHNICAL COURSE ONE SERIES 6 TECHNICAL INSTALLATION TRAINING SERVICE PACK 6 2b INVU SERVICES LTD ACCREDITED PARTNER TECHNICAL TRAINING MANUAL Invu Services Limited 2009 Page 1 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU TABLE OF CONTENTS Outline Series 5 Installation Course T uuuusceosscusmsduckmsnigixt spp sn ips SERIE rH Eu Fs 5 Series 6 an PN RN Nome o ro ooo o t 8 mice iile RN TNT enced cron T m mmm 8 Ju Senes O Products RENE o mo m DT M DTE 8 mstalation Ger o p NETTE RE 8 X inicie A E 8 TAY Uy HOC ONION NO TET RITE 8 Soros O Prod cit Range amma en mena On anos enn Sonne TORE Emm EU 9 ECOS NETT Uu 9 What Does Series 6 Really DO sais ceveniwasecansiesiatauunuaneacansyacwekwsentiaewayimeunszauadudiayiimnnesnnd duniuataanebadeavabauataeiuencontant 12 Sare E CONCEDE asii Eaa a a aS i a aaa Meet yee am a aaa 16 the 3 Senes 6 MOUS c EH 16 ALG c D 17 aligebtriol m 17 Joyreunzu i WEor T M 18 olandard Bored a0 14 c Rm 18 OCU CRU ROIENC ica s un tianchusirsnci our E E E 19 CEAN Rm Ide IDS oair ear iiri eE SE E EE E A E EE E EEE EEEN 22 EDON een r
145. ld be used when restoring the system e SQL Database s e Secure Information store This will ensure that the system can be restored if anything untoward happens to your system Backup Series 6 The order of backup is Backup the SQL Database s Backup the S6 folder These should be backed up as close together as possible Database SQL 2005 Express In order to successfully backup the Invu database a backup procedure will need to be created this can be achieved by running the SQL 2005 Express backup wizard 1 Open SQL 2005 Express 2 Goto the Series 6 database 3 Right clicking on the database default s200v6 will produce the following menu as shown in the diagram Select the option Task Followed by the Back Up option This will display a database backup configuration screen a E Microsoft SQL Server Management 5tudio Express File Edit View Tools Window Help New Query hy EF ied aM Ea i Pa De ae Object Explorer a Summary EERE 58 3 et f APOLLO SQL Server 9 0 1399 INYU jamesp E 23 Databases ig S200v6 iH d System Databases SPOLLO Databases s200 6 fal New Database New Query Script Database as I Mame b Lg E Ca Rename Shrink HH lg Securit Delete mr Back Upa de La Server Inmabilit E 33 Replica Refresh Restore m E Manage Properties Detach se Diagrams eras Generate Scripts j The General page will enable admi
146. le locations This provides an alternative method of accessing the electronic documents and information over searching using criteria The Explore function is only available within the Standard and Advanced modes Series 6 System Administrator Account E Open Scan 2 Create g 4 3 Workspace pg Current Documents f Email Version Number Ivi Work tasks Sn i ESmith5552 docx l Invu 1087 Intray 11 L Npatel tif 1 Invu1076 io Search Intrays iNpatel 3 Filing Cabinets JenJones tif 1 Invu 1073 EI Archive i E Clients aliday Form it 43 Invu Title Version Number E Administration 8 Workflow Please approve r 1 Invu1118 E Finance 4 3 HR E3 Operational Doc s me gt EI Records pascat EJ Operations V gt sion E Reception amp Sales sE Training Invu1076 E3 End User is System Administrator Account Last Modified 19 10 2009 11 43 20 Location Default Store E piry Date Invu Services Limited 2009 Page 23 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Resource Portal When a user logs into Series 6 by default the Resource Portal will be displayed Series 6 System Administrator Account Resource Portal Resource Portal Resource Portal Q Home Invu s Invu A What is Series 6 Welcome to Series 6 Resource Portal Welcome to Series 6 Resource Portal The Resource Centre provides access to Series 6 Product Tutorials S
147. led these can be check as follows Operating system Click the start button right click My computer and from the menu select the Properties option The following will be displayed System Restore Automatic Updates Remote General Computer Name Hardware Advanced stem Microsoft Windows XP Professional Version 2002 Service Pack 2 Registered to Invu Invu 76487 0EM 0011903 00102 Computer Intel R Pentium R M processor 1 86GHz 1 06 GHz 2 00 GB of RAM Physical Address Extension The System properties screen will also show you the processor and the ram for the machine too IIS 5 0 or above if the Business Layer check box is ticked Click the Start button then right click My Computer and from the menu select the Manage option The following screen will be displayed im File Action view Window Help sym E ES IP p 1 Computer Management Local E i System Tools Web Sites qoj Event Viewer 4 Default SMTP Virtual Server Shared Folders 2 Local Users and Groups Performance Logs and Alerts a Device Manager Storage Removable Storage Disk Defragmenter Disk Management 5 Services and Applications Services WMI Control SQL Server Configuration Manager 3 Indexing Service Internet Information Services Click the Help menu and then choose About Internet Information Services and the follow s
148. low Full Manual for SP 6 2a doc Wi Series 6 Workflow Reference Manual for SP 6 2a doc M Technical Invu Auto Index Manual Version 5 2 60 doc Right click a document from the menu select highlighted will be copied into your Intray Series 6 System Administrator Account Workspace Intay 16 Items 4 3 Workspace p Current Documents gt E7 Email z Work tasks amp 3Intray 11 b io Search Intrays 4 No Information Type PurchaseOrder02 TIF CREDE i PurchaseOrder07 TIF PurchaseOrder05 TIF Invoice0002 tif Invoice00 L tif Invoice089 TIF Invoice08 TIF Invoice06 TIF Invoice05 TIF Invoice04 TIF Invoice03 TIF gt amp Intrays G e e s el 4Documents not Filed and Saved 16 Items 11 unread PR Tips For Resellers pdf New Invu Brochure DUTCH pdf Holiday Request Form doc Scan Route Store Retrieve DUAL BRAND pdf lil Send To then amp Check Out Of Edit The documents 3 Common Document References Invu Services Limited 2009 Page 202 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Open a Document In your Intray double click the title a document from the Middle pane The following will be displayed View Document ee Edit Vica nage File and Save Help INVU COMPANY HISTORY THE FOLLOWING IS A BRIEF VERSION OF THE COMPANY S HISTORY IT IS DESIGNED AS A SALES DOCUMENT TO ENABLE SALES PEOPLE TO DELIV
149. m n ilie 1 N ry Va mi I oh Launcn Wient i f 2 or on ongie e e NET Framework 2 0 must be installed on the computer g Y i mE E i i E 4 if Tee N ele me A 7 ee ee ee es F pP TT m bles L4 20 be f AT LE GLINI i e ILIGI Ew oO NET Framework 2 0 must be installed on the computer q aunch Server Inetallati r ela 9 fe etg t A bm m IU ol Lu L V aA E Iistalla J NET Framework 2 0 must be installed on the server L More options Invu Services Limited 2009 Page 83 of 235 Technical Installation Manual Series 6 Service Pack 6 2b l NVU If no installation of SQL Server is present then the installation will prompt to install this A prompt will be displayed with the question Do you want to install SQL Express SSS 9 Do you want to install SQL Express Mo Cancel Click the Yes button to install SQL Express A prompt will be displayed Please enter the disk containing SQL Express disk 2 Series 6 Install X Please enter the disk containing SUL Express disk 2 Cancel d Insert Disk 2 then click the OK button to install SQL Express The installation of SQL Express is automated the next prompt displayed will ask the question Do you want to install the management tool seu 7d Do you want to install the management tool Click the Yes button to install the ma
150. m is protected by copyright law and international treaties n Cancel Invu Services Limited 2009 Page 102 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the Next button ii Microsoft WSE 3 0 Runtime InstallShield Wizard License Agreement Please read the Following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them lio apply to the software named above which includes the media on which fe e Irrstallanield Click the option accept the terms in the licence agreement then click the Next button Microsoft WSE 3 0 Runtime InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation DSR Sh n a Click the Install button to install WSE 3 0 Microsoft WSE 3 0 Runtime InstallShield Wizard Installing Microsoft WSE 3 0 Runtime The program features you selected are being installed Irstallanield Invu Services Limited 2009 Page 103 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU WSE 3 0 will then be installed when complete the following screen will be displayed j Micr
151. m the list the SQL Server from the list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Business Engine Location text box should contain details the name of the server where the Business Engine is located Type in the domain name server name When all details have been check and completed click the Next button lolx Set Root Directory Search Index Location c s8 data quicksearch T D Entering Setup Data Default Store Location Jo s8 data ES Service Login Account JINVU TRAININ Ginvusernvices This screen will allow you to set the details for the Secure File Store this includes the location of the Secure File Store the actual files Content Index OCR Thumbnails etc The Set Root Directory text box should contain the path to where the Secure File Store will be located By default the C s6 will be entered but this can be changed to another Hard Drive on the server and also the Folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search Index Location text box should contain the path to where the QuickSearch folder is located By default the C s6 data quicksearch will be entered but this can be changed but should always remain on
152. msc then click the OK button and the following window will be displayed Services File Action View Help mm E E E m si fy Services Local Name Description status Startup Type logOnas l Bis HTTP SSL This servic Started Manual Local System Sa Human Interface Device Access Enables g Disabled Local System fy 115 Admin Service Enables th Started Automatic Lacal System Sa IMAPI CD Burning COM Service Manages Disabled Local System Ss Indexing Service Indexes c Disabled Local System Ss Intersite Messaging Enables m Disabled Local System iy INVU v6 Business Engine Provides b Started Automatic IMVLI TR INVI V6 Search Engine Provides Started Automatic INVLI TRA Sa IPSEC Services Provides e Started Automatic Local System ay Kerberos Key Distribution Center On domain Disabled Local System fy License Logging Monitors a Disabled Network 5 Sa Logical Disk Manager Detects a Started Automatic Local System Sa Logical Disk Manager Administrative Ser Configure Manual Local System Sa Machine Debug Manager Supports Started Automatic Local System Sa Messenger Transmits Disabled Local System Sy Microsoft Software Shadow Copy Provider Manages s Manual Local System Sa Met Logon Maintains Started Automatic Local System SBa Met Tcp Port Sharing Service Provides a Disabled Local Service DN hL EBA Rim D Lm Ce albee Ch ie Ce bla Mi hl bb C ekar x
153. n the account name Series6 Service account then click the button Check Names 6 Click the OK button again to return to permissions the following will be displayed below Permissions for tt 2 x Share Permissions Group or user names S enlesbServices Series6Services INVU TRAINING Add Remove Permissions for Series6Services Allow Deny Full Control Change L1 Read Cancel Apply 7 Highlight the account just selected and tick the option Full Control Click the OK button and click the OK button again 8 The settings for tt folder are now set NB You may need to add the series 6 services account to the Security tab with full control Invu Services Limited 2009 Page 136 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Verifying the Installation As there are three servers you will need to verify each part of the installation Server 1 the database has been created so access the SQL Server Management Studio and check that the Series6 database has been created Server 2 the Business Layer Business Engine and Search Engine have been installed You will need to check that the Services have started and are initialized successfully Go to Start Run SS LX Type the name of a program Folder document or Internet resource and Windows will open it Far vau Open Services MSC Cancel Browse In the Open field enter the text services
154. n to you by support to enter the license details Cancel Enter the name of the company the software is for then click the Confirm button and the following message will be displayed Series 6 Product Registration Unable to activate the product unless the filing structure is committed first Committing the filing structure will mean that you are unable to run the Create Standard Structure Wizard to automatically generate a filing structure If vou wish to use the Create Standard Structure Wizard to automatically generate a filing structure select No and then selectthe Free Trial option Do you wish to commit the filing structure to proceed with the product registration This message is warning that the filing structure has not been committed and you cannot register Series 6 without committing the filing structure Click the Yes button to commit or the NO button to cancel If you click the Yes button then the following will be displayed Commit Succeeded The filing structure has been successfully committed Click the OK button and a message asking you to confirm the registration name Invu Services Limited 2009 Page 197 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Confirm Please confirm that Field View Ltd is the name you wish to register this installation For This name cannot be changed once it has been registered i Cancel oi 7 Confirm Product Registration Re
155. n will now appear navigate to the left hand edge of the screen Right click on Invu Series 6 Client Install and select the option Enforced Close the Group Policy Management Window S Group Policy Management x Sg File Action View Window Help 1 E e Amx alg SE Group Policy Management Invu Series 6 Client Installs A Forest test local r r Domains Scope Details Settings Delegation gy test local Links 3 me X Display links in this location eoa el Domain ing sites domains and OUs are linked to this GPO x Group P v Link Enabled WMI Filt Save Report test local Gg Sites A Group Policy Mo View ig Group Policy Re New Window from Here Delete Rename Refresh gs in this GPO can only apply to the following groups users and computers Help enticated Users TEST O34 TESTSTEST 034 Add Remove Properties WHI Filtering This GPO is linked to the following WM filter lt none gt hd pen Toggle the Enforced attribute For this link NB Users will need to reboot their machines once the software has been rolled out The GPO settings will determine the time period for the installation to be carried out Invu Services Limited 2009 Page 169 of 235 Technical Installation Manual Ser
156. nabing small companies to realistically store many gigabytes of flies simply and at a much more afordabie price poir Microsoft Windows became the standard tor operating systems anc for the arst me a software amor knew that a product written for Windows would work for e vast majorty of computer users In ihe world F teen years ago document management storage would require optical juke i Summary and Notes gt Common Document References When finished click the X in the top corner of the View Document window Invu Services Limited 2009 Page 203 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Search Metadata On the Standard toolbar click the 88 icon and the following will be displayed Series 6 System Administrator Account Search Search Within p B Filing Cabinets gt amp Alntrays Search v Search Metadata v Search Content ow Search 10 Items Text Search with contents Search For sage Text Search with contents Search For marketing request Text Search with contents Search For marketing request Text Search with contents Search For GGF Text Search with contents Search For invu Text Search with contents Search For invu Text Search with contents Search For invu Text Search with contents Search For HR Text Search Search For skelton LELLELILIIJ Document Reference search for Information Type Admin Documents and Sta
157. nagement tools Once the management tool has been installed a prompt will be displayed asking to Please Enter the Disk containing Series 6 disk 1 Insert Disk 1 and click the OK button to continue with the installation Series 6 Install Setup is copying the files necessary for installation p The temporary installation files will be copied to the local hard disk and then the Software License Agreement screen will be shown Invu Services Limited 2009 Page 84 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SOFTWARE LICENSE AGREEMENT INVU INVLI SOFTWARE LICENCE AGREEMENT In return Far acquiring a licence to use this software the Software and supplied documentation Documentation from Invu Services Limited INVLI or one if its authorised resellers the Authorised Reseller you agree to the following terms and conditions the Licence Agreement on behalf of the organisation which placed an order for this Software for your benefit the organisation being referred to as the Licensee IF this Software is being installed by the Authorised Reseller on the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement on its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF you do not accept the provisions contained within the Licen
158. name 555 ervices ms Service Account Password z Previous Mext Cancel Next ensure the Components and do not change the Service Account Details Invu Services Limited 2009 Page 86 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU In the Components area as this is a single server installation ensure that all components are ticked For this installation you will require the Invu Business Layer ensure the check box is ticked then choose a Web Site from the drop down list The INVU Workflow Service by default will install the workflow service Untick if not required Please see the Workflow Manual for more information The Service Account Details and Service Account Password text boxes will be populated do not change these click the Next button The Installation is now ready to start Series 6 Installation Ioj x If YVU f Select Options Ready to perform installation z Configure Selections Previous Cancel Click the Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not then the following prompt will be displayed RS 54 Series 6 has detected that Microsoft WSE3 is nat installed WISE will now be installed as a prerequisite Click the OK button to install WSE 3 0 The Microsoft WSE 3 0 Runtime screen will be displayed as shown on the next page Invu Servic
159. nation etc As with the SQL 2005 Express the Options tab will allow the administrator to specify additional parameters Should you wish to schedule the backup to automate the process tick the schedule tick box followed by the configuration Options button This will display the following dialogue box Edit 5chedule Mame Schedule 1 iv Enabled Schedule type f Start automatically when SOL Server Agent starts f Start whenever the CPU s become idle t One time Or Recurring Occurs every 1 week s on Monday Tuesday Wednesday Thursday Friday at 6 00 00 PM Complete the relevant schedule details and end by clicking the OK button Browsing to the destination directory will confirm this Invu Services Limited 2009 Page 176 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Secure File Store The location of the S6 folder as specified in the installation program will hold the physical files stored in the Invu system along with the OCR folders generated via the indexing engine NB Both the database Backup directory and the S6 folder will need to be picked up by the backup procedure in place to ensure that a restore is successful Restoring the System In order to restore your system you will require a backup of the databases and the S6 folder To restore first you will need to stop all the Series 6 services To do this browse to C Program Files INVU Services Ltd ServiceMonitor IN
160. ncements are ready they will be released as Service packs or Hot fixes which can be applied to existing installations To ensure the customer are getting optimum performance from their Invu system it is recommended the latest Service pack or hot fixes are applied at the earliest possible convenience Service Packs can be obtained by visiting the Extranet you will need to log in to the partner area then click the Series 6 clock then under the Series 6 Downloads section click the relevant Service Pack If you do not have an Extranet login please email support invu net All Service packs and hot fixes will generally be in the form of an SETUP executable Running the file will update the Business Layer components server side and provide the necessary files in order for the updating of the client software When the client next connects to the Invu system a comparison is made and an automated update takes place Upgrade the Series 6 When new Service Packs are released the system will need to be upgraded Before an upgrade takes places you must ensure that the Series 6 Database and S6 folder have been backed up and that they can be restored While the upgrade is taking place the Series 6 Services will be stopped there will be down time while the upgrade takes place Insert the disk into the server where Series 6 server has been installed and the following splash screen will be displayed Ensure that all users are logged out before up
161. ndard Document Marketing Reque DER mu In Search for field enter the name of the document i e 158 tick the Search metadata check box and click the Search button The results will be displayed in the Middle pane Series 6 System Administrator Account Search Search Within b B Filing Cabinets gt amp 3Intrays trader Search Metadata 4Accounts Documents 4 Invoice 3 Rems Title CCForms000000 26102009 1 Invoice023 TIF Invoicel TIF 4 Py Version Invu1053 Invul051 itchase Invoice 1 Item Title Version e Scan 27 10 2009 10 10 03 tf 1 Number Invu1133 PIE MIB Invoice Title CCForms000000 26 102009 155537 Version 1 Number Invu lL 132 Invoice Number 12992 Company Name Trader Total 485 00 Owner System Administrator Account Last Modified 26 10 2009 15 55 39 Location Default Store Invu Services Limited 2009 Page 204 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click on the document title in the Middle pane to view summary and notes and to check the thumbnail has generated Search Content To clear the search click the X button In Search for field enter text which appears in the content of the document i e Jon tick the Search content check box and click the Search button displayed in the Middle pane Series 6 System Administrator Account 20 Items 4Accounts Documents
162. ndeedencus lt eueeaes coneedsseeoanesdoessesauveensadecusestendendendes sube Er edes 139 Siga Se eA RR REP 156 Minimum Hardware ReEquireMentts cccccsscccccssececcsescecceseeecseusecccaseeeseugeeesseueesseseeessageeessageeessageeesnsags 156 Minimum Software Requirements seeseissssssssseseseeee nennen nennen nnn rsen nnn rris naar nnns sena annes nna ans 156 Client Deployment MethodS m 157 lient ode CO eI tii ERIT 170 Backing up and Restoring the System 1 1 lliieeeee eee Lei i eeeeeeee enne enne nna n nnn sena assa assa nn sse sans nnns 174 Upgrading the Invu System ett M 184 Were ie te S ESO m TET 184 Upgrading a Series 6 Client ssssseseiisssssseeeseeeeeeeennennnnn nnne nennen nnne nnn nn nnne nennt na anne n nensis 190 T rn Off Automatic Upgrade RETE ninaa aiii niaaa aaia 191 Basic System Configuration usse sides uus dosing 194 zrcipemEzv cce meer mM NS 202 ESN HO GUNNS IIS TERTII 202 Oe ia OCU OI ese TTE 203 Search Metadala conem e pointitud cic desc sian ea nc inp tiee eden diuum Rite di mU ERE UU PUE icon NUM dU 204 wi cifeln O IN NE EET 205 ODEN Wl COMLEX RR 206 Age 2 Eae pe pent tint eerie ver nee try Mette pte tn karst wren nee Ck ee te HIN 208 Installing Microsoft NET before IIS is installed ccccccccccccecesseeeeeeeeseeeeeeeeese
163. ndex Location text box should contain the path to where the QuickSearch folder is located By default the C s6 data quicksearch will be entered but this can be changed but should always remain on the same hard driveMolder as in the Set Root Directory text box NB UNC paths and Mapped drives are not supported The S6 folder must reside on the same server as the services Click the Next button to continue Invu Services Limited 2009 Page 122 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration Ioj x INVU m Entering Setup Data Ready to perform configuration a E Click the Next button and the installation will continue setting up the database details Then the following message will be displayed Series x Stark Ehe services Click the Yes button to start the Business Engine and Search Engine Services NB If No is clicked then please see page 72 on how to start the services manually When installation is complete click the Close button to exit the installation screen as shown on the next page Invu Services Limited 2009 Page 123 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation m l E n x f Select Options Jl Configure Selections m d Installing Web Services f Installing Services Jl Installing Service Monitor f Installing OCR Engine Jl Upgrading database Jl Finalizing Gb Finished
164. ne by clicking the Browse button Click the Next button to continue Invu Services Limited 2009 Page 222 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU i Microsoft SQL Server 2005 Express Edition Setup Feature Selection Select the program Features you want installed Click an icon in the Following list to change how a feature is installed Feature description E Database Sac dian Installs the SQL Server Database Client Components Engine tools For managing relational Gg Connectivity Components and XML data and replication c v Software Development Kit This feature requires 115 MB on your hard drive It has 2 of 3 subfeatures selected The subfeatures require 121 MB on your hard drive Installation path C Program Files Microsoft SQL Server Disk Cost Select the Authentication mode to be used For Windows Authentication a username and password will not be required then click the Next button i Microsoft SQL Server 2005 Express Edition Setup Authentication Mode The authentication mode specifies the security used when connecting to SOL Server Select the authentication mode to use For this installation Mixed Mode Windows Authentication and SQL Server Authentication Specify the sa logon password below Enter password Confirm password If mixed mode authentication is to be used enter the sa username and password in the box
165. necting to the Business Layer or the connection to the server is lost the following dialogue may appear This message may appear due to several reasons Invu Services Limited 2009 Page 209 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 has encountered a problem What happened X Failed to login to Invu The remote name could not be resolved Inveu sbtest1 What you can do about it Press the Ok button and the program will continue Please contact your Administrator with the details of this error More information Actions 1 Ensure connection to the server is visible 2 Check the status of other computer connections to Invu If the database server is unable to meet the service pack requirement to carry out the installation of SQL Server the following dialogue may appear Microsoft SOL Server 2005 Setup Your operating system does not meet Service Pack level requirements For this SOL Server release Install the Service Pack From the Microsoft Download Center at http tigo microsoft com Falink LinkId S0380 and then run SQL Server Setup again For system requirements see Hardware and Software Requirements in the readme or in SQL Server Books Online Actions 1 Install the Service Pack from the Microsoft site and run the setup again Installing Microsoft NET before IIS is installed As Microsoft NET is now pre installed on many new servers it may be the case that IIS
166. nel gt Add Remove Programs or if Vista Win 7 or Windows 2008 server Control Panel Programs and Features remove the following Service Monitor INVU Ocr INVU Services INVU6 INVU Business Layer INVU Business Engine INVU Search Engine INVU Workflow Engine if installed INVU Workflow Designer Make sure you have removed the Service Monitor as this is the only component that does not have the word INVU at the front Remove the Database Log into SQL and delete the series6 series6 Workflow and TempResiorePoints if installed database from SQL Server and please ensure you tick the Close All Connections checkbox NB if new installation then you will to remove the temporary database as well if the Filing Structure Committed Remove ALL INSTANCES of the service account from the database security section in SQL S6Service if not named as such then it will be the account used in the Installation Invu Services Limited 2009 Page 212 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU 4 Remove the Users from Computer Management if Single User or Demo System Right click My Computer and from the menu select the option Manage In the left hand pane expand Local Users amp Groups then expand Users and delete the following accounts S6Services 5 From the C remove the following folders Invus6itmp S6 Inetopub wwwroot business layer only if the Business Layer has been in use ProgramFiles
167. nistrator Login into Series 6 and click the i e button in the advanced mode or the button on the Standard mode toolbar To Access m User Maintenance click the l Y section and the following screen will be displayed as shown on the next page Invu Services Limited 2009 Page 150 of 235 Technical Installation Manual Series 6 Service Pack 6 2b Administration 4 jsers and External Members d External Members 18 Items Domain Name Login Name Alice Jones EMMAJO Alice Dean EMMAJO Dean Emily Stuaton EMMAJO Emily Stuaton Emma Jayne Owen EMMAJO Emma Jayne Owen Hannah Harper EMMAJO Hannah Harper Jackson Liston EMMAJO Jackson Jane Olafsen EMMAJO Jane Olafsen Johnathan Lashley EMMAJO Johnathan Lashley Mandy Fell EMMAJO Mandy Fell Nickie Lindsay EMMAJO Mickie Lindsay Piyush EMMAJO Pyush Piyush Patel EMMAJO Pryush Patel Rajesh EMMAJO Rajesh Sandeep EMMAJO Sandeep Sidney Banks EMMAJO Sidney Banks Sonya EMMAJO Sonya Tamara Warren EMMAJO Tamara Warren Willis Linden EMMAJO Willis Linden Users 4 Items 2 Show users and external members a Import users from Active Directory A Create an external member Product registration Auditing Global settings Workflow DPE Expunge Documents Document Reclaim ddddqdddqdqddqd Online backup rm Domain Name Login Name Divyesh Patel INVU Divyeshp James Boot Handford INVU Jamesbh Rajesh Pandya INVU Rajeshp System Administrator Account INVU Emma Jayneo
168. nistrators to configure a database backup name and the destination directory to which the database will be backed up NB Please ensure the required disk capacity is available in the desired location Invu Services Limited 2009 Page 174 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU FK Back Up Database s200v6 E5 Script D Help LAA Options Source Database sZ200v6 Recovery model i Backup type Full Backup component Database Files and filegroups Backup set Name s200v6 Full Database Backup Description Backup set will expire After On Server Destination APOLLO Back up to Connection INVUSjamesp ewBbackup Add 3 View connection properties Remove The Options page will enable administrators to configure additional parameters for the backup procedure should they be required Back Up Database s200v6 Selectapage NN gt E EE V Script Hel _ General 3 i3 LK Help LA Options Overwrite media Back up to the existing media set CO Append to the existing backup set verwrite all existing backup sets Check media set name and backup set expiration Media set name CO Back up to a new media set and erase all existing backup sets New media set name New media set description Reliability Verify backup when finished C Perform
169. nly apply to the following groups users and computers Help ticated Users 6 21 2357475746 41 23901 75 21 29325265 1109 Remove Properties WHI Filtering This GPO is linked to the following WMI filter lt none gt Add Under the Computer Configurations areas expand the tree and select Software Installations Invu Services Limited 2009 Page 167 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU tii Group Policy Object Editor File Action View Help e amenir ae Invu Series 6 Client Installs test 0 e Computer Configuration E1 G3 Software Settings There are no items to show in this view Software installation windows Settings Administrative Templates User Configuration Software Settings Windows Settings Administrative Templates Right clicking in the right hand screen will provide the following menu Click New followed by the Package option Ta Group Policy Object Editor File Action View Help e menre e Computer Configuration Software Settings Software installation E Windows Settings Administrative Templates User Configuration Software Settings Windows Settings Administrative Templates Arrange Icons gt Line up Icons Propertie
170. nt server name Click the button and choose from the list the SQL Server from the list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database to be created The name can be changed but is not necessary The Administrator text box should contain then details of the user who will be the system administrator for Series 6 It is vital this is correct as this is the only user that will initially be able to login Again either type in the domain name username or click the button and choose from the list When all details have been check and completed click the Next button Invu Services Limited 2009 Page 105 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration B x INVU Set Root Directory Search Index Location c s8 data quicksearch m Entering Setup Data AJ E Default Store Location Jo s8 data 22 Service Login Account JINVU TRAININ Ginvuservices Creating account Sblnvuadmin on T HAIMING LUT Previous Next Cancel This screen will allow you to set the details for the Secure File Store this includes the location of the Secure File Store the actual files Content Index OCR Thumbnails etc The Set Root Directory text box should contain the path to where the Secure File Store will be located By default the C s6 will be en
171. ntime InstallShield Wizard J x InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WSE 3 0 Runtime Click Finish to exit the wizard Click the Finish button to return to the Series 6 installation During the Series 6 installation process the following components are installed e Business Engine e Business Layer if ticked e Search Engine Each component is installed showing a progress bar NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used in the original installation Once the components have been installed the following screen will be displayed Invu Services Limited 2009 Page 120 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration B x INVU Database Server Eadrium ES Database Mame series Administrator JINVU TRAINING Administrator m m Entering Setup Data J dl Check Searchlayer path Previous Next Cancel The Database details now need to be checked The Database Server text box should contain the name of the server and SQL instance where the Series 6 database will be located By default the installation will always select the current server name Click the button and choose from the list the SQL Server from th
172. o annlv tn any Microsoft zi C Ido not accept the terms in the license agreement Print InstallShield cox C cmn j Microsoft WSE 3 0 Runtime InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation TF you want to review or change any of your installation settings click Back Click Cancel to exit the wizard InstallShield ae Cancel Click the Install button to install WSE 3 0 Invu Services Limited 2009 Page 130 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU j Microsoft WSE 3 0 Runtime InstallShield Wizard Installing Microsoft WSE 3 0 Runtime The program features you selected are being installed Please wait while the InstallShield Wizard installs Microsoft WSE 3 0 Runtime This may take several minutes Status Copying new files InstallShield j Microsoft WSE 3 0 Runtime InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WSE 3 0 Runtime Click Finish to exit the wizard f Finish 1 Cancel Click the Finish button to return to the Series 6 installation During the Series 6 installation process the following components are installed Invu Services Invu Service Monitor Invu OCR Engine Invu Services Limited 2009 Page 131 of 235 Technical Installation Manual Series 6 Service Pack
173. o button Series 6 Install Setup iz copying the files necessary Far installation The temporary installation files will be copied to the local hard disk and then the Software Licence Agreement screen will be displayed as shown on the next page Invu Services Limited 2009 Page 114 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SOFTWARE LICENSE AGREEMENT INVU INYU SOFTWARE LICENCE AGREEMENT In return Far acquiring a licence to use this software the Software and supplied documentation Documentation from Invu Services Limited INVLI or ane if its authorised resellers the Authorised Reseller you agree to the following terms and conditions the Licence Agreement an behalf of the organization which placed an order for this Software for your benefit the organisation being referred to as the Lieensee IF this Software is being installed by the Authorised Reseller on the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement an its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF You do not accept the provisions contained within the Licence Agreement vau must nat install the Software and pou must ensure that the Licensee notifies INYU at the address shown at the bottom of this Licence Agreement within days of the date that this Softwa
174. o the relevant System Invu Services Limited 2009 Page 14 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 CONCEPTS Invu Services Limited 2009 Page 15 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 CONCEPTS The 3 Series 6 Modes Filing Cabinets and Intrays The Filing Cabinet and Folders Information Types and Standard Documents Standard Document Reference Searching Principles Exploring Workspace and Current Documents Resource Portal The 3 Series 6 Modes Mode Name Screen Shot Si m ple Series 6 System Administrator Account 88 Search My Work amp Scan A Create BResource Portal PL S s Title ion Creator Owner Last Modified a Series 6 Workflow Reference Invu1050 System Administrato System Administrato 09 02 2009 10 32 4 The Simple mode has been introduced to provide a simplified way of working with Series 6 Search My Work Scan and Create are the 4 main functions and each in turn has been uncomplicated with minimal options to confuse Exploring and Administration is not available to the Simple user Standard The Standard mode has been provided with a floating toolbar similar to v5 for those users who are familiar with this concept Full functionality is available in the Standard mode including Exploring and Administration Each function is presented in its own independent window Invu Services Limited 2009 Pag
175. on Once the components have been installed the following screen will be displayed Server Configuration E lO x INVU Database Server Eadnium a Database Mame seriesE T Entering Setup Data Business Engine Location zservermame Planettir E Previous Mest Cancel The Database details now need to be checked The Database Server text box should contain the name of the server and SQL instance where the Series 6 database is located Click the button and choose from the list the SQL Server from the list NB If unsure what the server and SQL instance name is make sure this is checked before continuing The Database Name text box should contain the name of the database created in the original installation The Business Engine Location text box should contain the name of the server where the Business Engine is located Type in the domain name server name When all details have been check and completed click the Next button Invu Services Limited 2009 Page 146 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration B x INVU Set Root Directory Search Index Location c s8 data quicksearch ne m Entering Setup Data Default Store Location Jo s8 data m Service Login amp ceaunt JINVU TRAININ Ginvusernvices This screen will allow you to set the details for the additional Secure Store this includes the location of th
176. onfiguration Ioj x INVU G Entering Setup Data Set Raot Directory Search Indes Location c s data quicksearch E Default Store Location c sb data T Service Login Account finyu TRAININGS S erice ccount Creating account S6lnvyuadmin on TRAINING 01 Previous Cancel This screen will allow you to set the details for the Secure File Store this includes the location of the Secure File Store the actual files Content Index OCR Thumbnails etc The Set Root Directory text box should contain the path to where the Secure File Store will be located By default the C s6 will be entered but this can be changed to another hard drive on the machine and also the folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search Index Location text box should contain the path to where the QuickSearch folder will be located By default the C s6 data quicksearch will be entered but this can be changed but should always remain on the same hard drive folder as in the Set Root Directory text box The Default Store location text box should contain the path to where the store actual files will be located By default the C s6 data will be entered and should always remain on the same hard drive folder as in the Set Root Directory text box The Service Login Account text box will display the account that will be used to access the
177. orised Reseller as reasonably directed by such party IF vau continue to install this Software or the Licensee has not communicated your norn acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed to have accepted this Licence C do not accept the terms in the licence agreement Previous Next Cancel E Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration The following screen will be displayed ioi xi INVU m Select Options What do you want to do Install a full server Install the business layer Install the services e Update the existing installation Please choose install language Previous Mext Cancel From the list select the option Install the Services and also ensure you select the same language as used on the original installation then click the Next button Invu Services Limited 2009 Page 141 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation INVU O xi Components T INVU Business Layer Web Site Defaut Web Site z T INVU Business Engine Jl Installing Web Services ME NVU Search Engine W INVU Services f Select Options Jl Configure Selections gt Installing Services W Service Monitor Iv IMVLI Dcr Service Account Details Service Account Username invu T RAININ
178. orised allowing you to quickly understand the information in front of you In addition to this the grouping and categorisation can be configured by you to suit your own needs by the use of filters When Series 6 returns a set of search results it will of course present the most recent version of the document although you will always be able to go back and see previous versions Invu Services Limited 2009 Page 12 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Once you have retrieved your documents you can attach them to one another or email them to other people You can also add notes to the document which are of course fully searchable When using the S650 product any document within the system can be manually started on a workflow once you have retrieved it Series 6 will also allow you to save your searches and see a history of them Hence you will always be able to go back and do a search again Version Control Series 6 provides options for version control hence when you edit any document security permitting you can create a new version or create drafts which later can be set as a new version Whilst you are doing this other users can search for the same document if the user tries to edit it they will be notified that it is being worked on but will be able to see the previous version Version numbers will be generated by the system and when the document is checked back in you can add notes for future re
179. osoft WSE 3 0 Runtime InstallShield Wizard E x InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WSE 3 0 Runtime Click Finish to exit the wizard Click the Finish button to return to the Series 6 installation During the Series 6 installation process the following components are installed Business Layer and Business Engine Search Engine Invu Services Invu Service Monitor Invu OCR Engine Each component is installed showing a progress bar NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used in the original installation Once the components have been installed the screen shown on the next page will be displayed Invu Services Limited 2009 Page 104 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration B x INVU Database Server Eadrium ES Database Mame series Administrator JINVU TRAINING Administrator m m Entering Setup Data J dl Check Searchlayer path Previous Next Cancel The Database details now need to be checked The Database Server text box should contain the name of the server and SQL instance where the Series 6 database will be located By default the installation will always select the curre
180. ount This Account MUST be the same account used to install the Business Engine Business Layer and Search Engine on server 2 The INVU Workflow Service will be ticked this will install the workflow service If the Workflow Service is not required then ensure that the option is un ticked Please see the Workflow Manual for more information To enter the username for the account either type in the name including the domain i e invu S6Services in the Service Account Username text box or click the button The Active Directory screen will be displayed Select Account B x Domain training partner local E Name starts with Find Now Users OK Cancel Z A Click the Find Now button to display the first thousand entries or type in the first few letters of the name you are looking for in the Name starts with field and then click the Find Now button Invu Services Limited 2009 Page 128 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Highlight the name of the account from the list then click the OK button Service Account Details Service Account Username INVU TRAINING in WEXXEXEXEXXX Service Account Password Enter the password in to the Service Account Password text box Click the Next button The Installation is now ready to start ini xj f Select Options Ready to perform installation m Configure Selections Previous Cancel Click th
181. our desk Documents as they are first received by the system can be routed to an individual s or folder Intrays for their attention Documents found within an Intray can be filed deleted or moved to another Intray Administration Filing Cabinet g 4 J Filing Cabinets The Filing Cabinets is the location where all electronic information and WR rvu Services Ltd documents the have been filed and saved are held within the Series 6 lig Accounts system HR E3 Marketing Within the Filing Cabinets location separate filing cabinets can be created fal SEE these form the structure for the Series 6 system and specifically the way E Training in which documents are stored and organised End User Training HJ Internal Training Filing Cabinets are configured by an administrator and are displayed in a E Partner Training folder hierarchy structure as shown to the right Filing Cabinets govern the way in which all documentation and information is filed and provides appropriate security NB No matter if a document is in your Intray or filed away in a Folder the physical file never moves The File and Save is an action to virtually move the file and gives all the users who have access to the folder to view it Invu Services Limited 2009 Page 17 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Root Group Filing Cabinet When a Server or Single User system is installed a Root Group filing cabinet is automatically
182. ox will be displayed Type the name of a program Folder document or Internet resource and Windows will open it For you Open regedit v j Cancel Browse In the Open text box type in the text Regedit and then click the OK button The Registry Editor window will then be displayed Important ensure that you have created a backup of the registry before making any changes In the left hand pane browse to the area as shown below CXHKEY LOCAL MACHINE Software Microsoft Office In the Office folder will find folders for Excel Outlook PowerPoint and Word as shown on the next page ffice EE 9 Name Type Data a ag 11 0 lab Default REG SZ value not set ui ag 8 0 Rg CommandLineSafe REG DWORD 0x00000000 0 H zB ab Description REG SZ INYU Office Addin a aay ab FriendlyName REG SZ INVU V6 Office Addin o Excel 88 LoadBehavior REG DWORD ox00000003 3 3 Addins CX INYU Office Addin Connect C IRoboPDFGen ExcelAddin 1 5 Outlook 3 Addins 23 INVU Office Addin Connect C Microsoft vbaAddinForOutlook 1 J Outlook 10 Accounts 3 PowerPoint 3 Addins 5 INVU Office Addin Connect 23 IRoboPDFGen PowerPointAddIn 1 23 MultiMgrAddin AddinDesigner1 a word 3 Addins 5 INVU Office Addin Connect C IRoboPDFGen WordAddIn 1 Expand the Excel folder and then the Addins folder Click on the INVU Office Addin Connect file and on the right side of the window a list will be displayed
183. proposed Server then it is recommended that it should be installed through the series 6 splash screen as this will ensure that the right configuration settings are correct for Series 6 If a manual installation of SQL Express has been carried out please see page 47 for more information on configuration settings Click the Back option and then click the option Launch Server Installation Invu Services Limited 2009 Page 95 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited Le I F f J uam 0 d A he Coad LINZ NET Framework 2 0 must be installed on the computer MET Framework 2 0 must be installed on the computer GD Launch Server Installation ET Ce een Ee ood aes ae ee m od me ds nes NET Framework 2 0 must be installed on the server More options A prompt will be displayed with the question Do you want to install SQL Express SS 94 Do vau want to install SQL Express No Cancel Click the Yes button to install SQL Express A prompt will be displayed Please enter the disk containing SQL Express Series 6 Install X Please enter the disk containing SQL Express Cancel Insert disk 2 the click the OK button to install SQL Express The installation of SQL Express is automated the next prompt displayed will ask the question Do you want to install the management tool Select Yes and follow the on screen prompts to install seu
184. r C nstallthe services e Update the existing installation Please choose install language English United Kingdom Previous Mext Cancel Invu Services Limited 2009 Page 85 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU You have the following options Install a full server Select this option if you wish to install all of the Series 6 components Business Layer Business Engine Search Engine Services OCR Engine Invu Service Monitor Physical File Store and the Database on the Current server Upgrade the existing Installation This option if enabled will allow you to upgrade from an existing version of Series 6 This option will detect and upgrade any Invu Series 6 components installed on current computer Please Choose install Language Click the drop down and choose from two languages English United Kingdom or Dutch Standard Please choose install language English United Kingdom Dutch Standard English United Kingdam On this occasion we will choose Install a Full Server and leave the language to English click the Next button to continue with the installation Series 6 Installation lINVU f Select Options Components d Conngure Selechons MO INVU Business Layer Web Site IY INYU Business Engine v INYU Search Engine I INYU Services v Service Monitor r IYU Workflow Service Ii INYU Oer Service Account Details Service Account User
185. r Only run software from publishers Y While files from the Internet can be useful this file type can you trust What s the risk Click Next to continue with the installation ie Microsoft SQL Server Management Studio Express CTP Setup Welcome to the Install Wizard for Microsoft SQL Server Management Studio Express CTP Setup helps you install modify or remove Microsoft SQL Server Management Studio Express CTP To continue click Next WARNING This program is protected by copyright law and international treaties Cancel Agree to the licence by selecting the option I accept the terms in the licence agreement Click the Next button to proceed i Microsoft SQL Server Management Studio Express CIP Setup License Agreement Please read the following license agreement carefully MICROSOFT PRE RELEASE SOFTWARE LICENSE TERMS MICROSOFT SQL SERVER MANAGEMENT STUDIO EXPRESS EDITION These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the pre release software named above which includes the media on which you received it if any The terms also apply to any Microsoft O1 accept the terms in the license agreement Cancel Enter the Name and the Company Name Continue by clicking the Next button Invu Services Limited 2009 Page 226 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU
186. r check box will be ticked For the Invu Business Layer choose a Web Site from the drop down list If not installing the Invu Business Layer untick the check box and do not choose a Web Site NB If installing a Business Layer it is recommended that you create a web site for Series 6 which does not reside on the default port 80 before the installation The INVU Workflow Service if ticked will install the Workflow Service Please see the Workflow Manual for more information In the Service Account Details area a service account needs to be created or entered this should be a domain account This account will be used to access the Services and Database NB It is not recommended to use an account created for an individual to log into windows this includes any admin accounts Therefore it is recommended to create an account specifically for Series 6 i e Series6Services Invu Services Limited 2009 Page 60 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU To enter the username for the account either type in the name including the domain i e invu S6Services in the Service Account Username text box or click the button The Active Directory screen will be displayed Select Account B x Domain training partner local m Name starts with Find Now Users OK Cancel Click the Find Now button to show the first thousand entries or click into the Name starts with field and enter a f
187. re access for SAMARIUM 80 Listening an port 65100 for tcp Server SAMARIUM 80 id 1000 location clsbidata A monitor start event has been sent from server S4MARIUM an port 65105 rrrFFFFF Mestages Service Controller INYU Service Controller From here you can check for any status messages generated from the services you may also stop start and restart them from this application The key information to look for in each message tab is a line stating Initialized successfully The corresponding log files associated with the various services will also help to verify whether the services have started correctly These can be found within C Program files INVU Services Ltd INVU Services Amongst other files this directory will hold individual log files each referencing the services Next the Client will need to be installed To install the Client please refer to Page 156 Invu Services Limited 2009 Page 138 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Multiple Secure Stores Secure File Stores can reside in multiple locations This may include on the SQL server on the same server as the Business Engine Search Engine as well as on a dedicated file server if required Previously when documents were accessed across the network from a central store network speed and bandwidth would affect retrieval time Now with the introduction of Multiple Secure Stores we can eradicate this issue as documents
188. re has been provided to the Licensee the expiration of this 7 day period being the Acceptance Date and the Licensee will receive a refund of the licence fee paid for this Software and Documentation Ehe Software and Documentation collectvely being known as the Software Package from INYU ar the respective Authorised Reseller from whom the Licensee has purchased this licence the licence fee being referred ta as the Licence Fee provided that the Licensee returns the Software Package at the Licensee s cost to INYU ar the Authorised Reseller as reasonably directed by such party IF vou continue to install this Software or the Licensee has nat communicated your non acceptance of the Licence Agreement before the Acceptance Date then the Licensee will be deemed to have accepted this Licence C donot accept the terms in the licence agreement Previous Mest Cancel Me Click the option I accept the terms in the licence agreement then click the Next button The Series 6 installation will inspect the current configuration Then you will be presented with the following screen iBixi INVU LJ gt Select Options What do you want to do install a full server Install the business layer C Install the services C Update the existing installation Please choose install language Previous Mext Cancel Invu Services Limited 2009 Page 115 of 235 Technical Installation Manual Series 6 Service Pack
189. red Invu Link Invu Link can be configured to scrape windows screens read clipboard contents the contents of a file using Regular Expressions and then use this information to file the file in to Series 6 This means that it can be tailored to many different products to integrate with Invu Invu Print Capture Invu Print Capture is a print processing service designed to intercept print jobs en route to Windows printers The printed document is automatically filed into an Invu This is achieved by adding an additional page to the document which contains information that Invu Print Capture uses to file the document Header or Trailer page This page is removed by Invu Print Capture prior to printing the document The Header or Trailer page is typically automatically generated by a third party product such as Open Gl or Iris It is generated in a similar way to a Microsoft Word Mail Merge where details such as client related information replace tags in the document Invu Email Capture Invu Email Capture has been designed to meet the ever growing requirement of clients to store Email correspondence automatically The application integrates with Invu The application takes a copy of emails stored in Microsoft Exchange Server The emails are filed with key Message information To From and Subject as Document Reference Indexes values allowing users to search across Invu for values such as email address and subject line content A built in matrix
190. rge numbers of document into the system Link Manager as well as the ability to facilitate network scanning Netscan Invu Services Limited 2009 Page 31 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Invu Services Limited 2009 Page 32 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU MINIMUM HARDWARE amp SOFTWARE REQUIREMENTS FOR INSTALLING SERIES 6 Invu Services Limited 2009 Page 33 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU MINIMUM HARDWARE amp SOFTWARE REQUIREMENTS FOR INSTALLING SERIES 6 Minimum Hardware Requirements Single Server Single User and Demo Install With any system specification it will very much depend as to what you are going to do with the system how many documents you are going to store the process and how many people are going to access the system and from where Of course the system can be installed on one machine for a single user and in multi user environments it can be installed across multiple servers The following basic guidelines may be used these are minimum outline specifications and will vary dependant on the above Series 6 Single User System or Demonstration install minimum Specification P4 or equivalent 2GB recommended 1GB minimum Hard Drive 200 MB installed Plus planned usage of system Minimum Monitor Resolution 1024 x 768 for Client Install only Series 6 1 Server minimum specification
191. ries 6 Service Pack 6 2b lNVU The Microsoft WSE 3 0 Runtime screen will be displayed ie Microsoft WSE 3 0 Runtime InstallShield Wizard Dp xj Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The Install5hield R wizard will install Microsoft SE 3 0 Runtime on your computer To continue click Mex WORKING This program is protected by copyright law and international treaties Click the Next button Microsoft WSE 3 0 Runtime InstallShield Wizard x License Agreement Please read the Following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which wo received it if any The terms also analy to any Microsoft al C I do not accept the terms in the license agreement Pit Installshield cok eS cet Click the accept the terms in the licence agreement option then click the Next button i Microsoft WSE 3 0 Runtime InstallShield Wizard x Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation If you want to review or change any of your installa
192. rmation describing any Failure s that occurred during setup Click Finish to exit the installation wizard Summary Log To minimize the server surface area of SQL Server 2005 some features and services are disabled by default For new installations To configure the surface area of SQL Server use the Surface Area Configuration tool Analysis Services If Analysis Services was upgraded from SQL Server 2000 all cubes dimensions and mining models must be reprocessed using SQL Server Management Studio Reporting Services The Reporting Services installation options you specified in Setup determine whether further configuration is required before you can access the report server If you installed the default configuration the report server can be used immediately If vou installed just the program Filan rima mm vuus than Deme C uuum Cantianestian tanl ta Adamla tam Finish Invu Services Limited 2009 Page 225 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Stage2 Installation of SQL 2005 Express Management Console Click the Run button to start the SQL Express 2005 Management Console installation Open File Security Warning Do you want to run this file Ld Name SQLServer2005 SSMSEE msi e Publisher Microsoft Corporation Type Windows Installer Package From C Documents and Settings Piyushp Desktop s6 5 Always ask before opening this file potentially harm your compute
193. rned off by changing the following settings Before attempting any changes within this table run a manual backup of the series6 database and the S6 folder Access the SQL studio then open the SYSTEMPROPERTY table within the Series 6 database Find the Keystring values in blue ManualUpdate in the VALUEINT column enter 1 ManualUpdateMessage in the VALUESTRING you can enter an option message E Microsoft SQL Server Management Studio Express JE mi x File Edit view Query Designer Tools Window Help Ld New Query L s E G ais j S E B change Tvpe l PPLE Bale ae ps jl KEYSTRING VALLIEINT VALLIESTRIMG All 2 a DEFINFOSTORE 1 AUR E l 2 a DPESERVER MER Y n LH Es DROPTEMPT ABLES ALL AL i IMAFJOURMALACT ALTI IMAPIOUR ALE WD ALLL J IMAPSER VER NULL planetkitanium i INMDESIMDEXINGCONTROLSTYLE 2 ACE i INDESMAPORDER 0 ALEL INDESSHOWINFOTYPESL WAYS ALL ALL J INMDEXSTYLE 2 ALEL INDEX TEXTENTITY Aas Choose a Folder i INDESTESTINDE NU Enter the Document Reference information i INDESTEXTINFOTYPE ALEL Choose an type of document j IMDEXTEZTLOCATICONM NULL Choose location IMDEXTERSTTEMPLATE NEUE Choose a standard document LOGFILE ALEL i MANUALUPC ATE ALL MANLIGLUPDATEMES SAGE The client is out of date and must be updated manually l PA XDDL 100 ALL i MAXDTSEARCHRESLILTS 100000 ALL Jj MAXSEARCHRESLILTS 3 nnn ALEL PAGETHREADPRTORITY ALEL Mormal t 1 j JP ld 4 23 of37
194. ror reports to improve SQL Server functionality and treats all information as confidential Click the Next button again to confirm the installation Invu Services Limited 2009 Page 224 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU ie Microsoft SQL Server 2005 Express Edition Setup Ready to Install Setup is ready to begin installation Setup has enough information to start copying the program files To proceed click Install To change any of your installation settings click Back To exit setup click Cancel The following components will be installed SQL Server Database Services Database Services Client Components Connectivity Components The installation will proceed registering the components please note this may take several minutes Finish by selecting the Next button Microsoft SQL Server 2005 Setup Setup Progress The selected components are being configured Product Status Qi MsxMLe Setup finished P SQL Setup Support Files Setup Finished QJ SQL Native Client Setup Finished SQL vss writer Setup finished soL Server Database Services Setup finished workstation Components Books Onlin Setup Finished Click the Finish button to exit the installation Wf Microsoft SQL Server 2005 Setup Completing Microsoft SQL Server 2005 Setup Setup has Finished configuration of Microsoft SQL Server 2005 Refer to the setup error logs For info
195. rough your line of business applications allowing quick and efficient document retrieval with a minimal amount of fuss With a variety of trigger methods it means CodeFree can cater for almost all third party applications Advanced CodeFree Integration Integration Without the Expense of Programming With the Added Advantage of Screen Scraping Technology Utilising the data held within third party applications Advanced CodeFree Integration captures data from third party applications to be utilised for document File amp Save Advanced CodeFree has all the benefits described under the CodeFree section Advanced CodeFree gives users the ability to automate the File amp Save process by scraping data from both windows and emulated applications thus saving time increasing accuracy as well as providing consistency with the line of business application Configured through simple user modes both CodeFree and Advanced CodeFree provide the end user with an invaluable tool without internal development or programming resources which creates a flexible and seamless link into existing business applications NB A proof of concept is always required to ensure the compatibility on the third party application with CodeFree or Advanced CodeFree Invu Integration and Capture Suite The Integration and Capture suite consists of three products Invu Link Invu Print Capture and Invu Email Capture which can all be installed individually or all together if requi
196. roups L f Users Click the OK button to confirm Enter the names of the computer names which you want Invu Series 6 to be installed on This can also be achieved via the Advanced button to search for available computers Separate the computer names using a semi colon Select User Computer or Group E _ x Select this object type From this location Jtest local Locations Enter the object name to select examples lii Check Names Advanced OF Cancel E Click the OK button to continue The following screen will appear using the tree on the left hand side right click Invu Series 6 Client Install and select the Edit option RE SE File Action View Window Help 2 811 t Eg x 2 S12 Group Policy Management A Forest test local ey Domains E gp test local Ap Default Domain Policy 5 Edit Domain Cc Z ol Enforced a B Group Poli B WMI Filter v Link Enabled H E Sites Save Report Invu Series 6 Client Installs Scope Details Settings Delegation Links Display links in this location test local Y g sites domains and OUs are linked to this GPO A Enforced Link Enabled Yes test local T Group Policy Mode UA Group Policy Resu View New Window From Here Delete Rename Refresh iltering s in this GPO can o
197. rvices Limited 2009 Page 143 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the Next button i Microsoft WSE 3 0 Runtime InstallShield Wizard License Agreement Please read the Following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation cor based on where you live one of its affiliates and you Please read them They apply to the software named above which includes the media on which vou received it if anv The terms also annlv t ane Microsoft xl C Tdo not accept the terms in the license agreement o e InstallShield ze aS emm j Microsoft WSE 3 0 Runtime InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation IF vou want to review or change any of your installation settings click Back Click Cancel to exit the wizard InstallShield E Cancel Click the Install button to continue with installation im Microsoft WSE 3 0 Runtime InstallShield Wizard E Mel xl Installing Microsoft WSE 3 0 Runtime The program Features you selected are being installed Please wait while the InstallShield Wizard installs Microsoft WSE 3 0 Runtime This may take several minute
198. rvices which consist of the Invu Services OCR Engine Invu Service Monitor and the S6 Folder physical file store current server Upgrade the existing Installation Select this option if you are upgrading from an existing version of Series 6 This option will detect and upgrade any Invu Series 6 components installed on current server Please choose install Language Click the drop down and choose from two languages English United Kingdom or Dutch Standard Invu Services Limited 2009 Page 59 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Please choose install language English United Kingdom Dutch Standard English United Kingdam On this occasion we will choose Install a Full Server and leave the language to English click the Next button to continue with the installation Next ensure the Components and the Service Account Details are correct Series 6 Installation INVU Select Options Components EN E E v INYO Business Layer Web Site Defaut WebSite wv INYU Business Engine wv INYU Search Engine v INYU Services w Service Monitor v INYU Workflow Service INYO Ocr Service Account Details Service Account Usemame INVU TRAININGSS E Service Account Password Previous Mext Cancel In the Components area as this is a single server installation ensure that all components are ticked If the correct version of IIS is installed then the Business Laye
199. s Status Copying new Files Installshield Back Invu Services Limited 2009 Page 144 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU WSE 3 0 will then be installed when complete the following screen will be displayed i Microsoft WSE 3 0 Runtime InstallShield Wizard E ES InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WE 3 0 Runtime Click Finish to exit Ehe wizard x aa Click the Finish button to return to the Series 6 installation During the Series 6 installation process the following components are installed Invu Services Invu Service Monitor Invu OCR Engine Series 6 Installation f Select Options INVU SERIES 6 Al Configure Selections Jl Installing Web Services ServiceMonitor E i Installing Services GP Installing Service Monitor fl Installing OCR Engine Jl Luiparading database v Finalizing ff Finished Running installation processes Installing Each component is installed showing a progress bar Invu Services Limited 2009 Page 145 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU NB If the C drive is invalid then a dialogue will be displayed allowing the user to select a valid drive The drive letter chosen will be written the registry so when the system is upgraded it knows which drive was used in the original installati
200. s Help Creates a new object in this container start Ge SE Group Policy Management s Group Policy Object E 1 10 bmp Paint o S 15 25 Browse to the share created earlier and select the Series 6 client MSI file CINE 0i Look in o series6 client Q b EE My Recent Documents Desktop My Documents Pr My Computer EE J a hci ame Filename INVU Setup Client msi X Places Files of type windows Installer packages msi Cancel i A Click the Open button Repeat the steps for Microsoft WSE3 0 MSI these will appear in the menu as shown below The files have now been attached Close the Group Policy Object Editor Invu Services Limited 2009 Page 168 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU ii Group Policy Object Editor E nj xj File Action View Help e amp m m a 5 Invu Series 6 Client Installs test Q Name Version p A Computer Configuration E INVUS 1 9 Assigned Test O2alv6l1 9 31 0 series6 clien Software Settings E Microsoft WSE 3 0 Runt 3 0 Assigned MTest 02alv611 9 31 0Vseriese clien E Software installation Windows Settings Administrative Templates amp User Configuration Software Settings 31 1 Windows Settings Administrative Templates The following scree
201. s 6 2 sp2 draftslSeries 6 A Required field x Author Tite Subject Keywords _ Category _ Status INVU Services Limited Template Comments IN me eh i 1 i 2 I 3 i 4 5 i 6 i i 8 i 3 10 1 1 13 14 EN o opiate OCHICIHICICIHIpIOUem M GUL Invu Services Limited 2009 Page 22 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Document properties area will be displayed under the main tabs click the arrow beside the heading Document Properties and select Advanced Properties Series 6 Administration Manual for SP 6 2a Draft EE General Summary Statistics Contents Custom Title INVU Services Limited Subject Template Author Manager Company INVU Services Limited Category Keywords Comments Hyperlink base Template Normal dotm Save preview picture Click the Summary tab If you would like a thumbnail then tick the Save preview picture check box Exploring In Series 6 the users have the ability to explore the system This provides the end user with the ability to explore the Filing Cabinets location Intrays available to the user and their Workspace It performs a similar function to MS Windows Explorer hence the name and allows the user to drill down within the system s hierarchy and browse the contents of availab
202. s 6 Service Pack 6 2b lNVU SERIES 6 PRODUCT COMPONENTS Invu Services Limited 2009 Page 27 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU THE MAIN PRODUCT COMPONENTS Invu Series 6 consists of six major product components Server Components Business Layer e Web Service Business Layer if installed e NT Service Business Engine Search Engine NT Service Services NT Services Invu Service Monitor Databases Client Components The Client The Business Layer The Business Layer consists of 2 services The first is a web service called the Business Layer hosted by IIS The Business Layer will only be installed if IIS 5 0 or above if present at installation stage The Business Layer is only required for single users systems or connection via the internet for server installations The second is an NT Service called the Business Engine The Business Engine is the main communication gateway default between the client and the Series 6 server This service can be stopped started and messages can be viewed through the Invu Service Monitor The Business Layer is also a communication gateway between the client and the Series 6 server but would only be used by a client connecting via the Internet and requires the software prerequisite of IIS The Business Layer web service should only be used if you require access Series 6 via the internet The Search Engine The Search Engine prov
203. s 6 system please see page Error Bookmark not defined for more information Invu Services Limited 2009 Page 196 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Fully Register Series 6 If you wish to fully register Series 6 when you log in for the first time then click into the Registration Name field Product Registration Registration Name Field View Lid Security Code This installation has not been registered Before it can be used it must be registered and the appropriate licenses installed As you are an Administrator please register this software and obtain the appropriate licenses To register this software first choose a name to register the software to This should be the name of the Company or individual using the software and NOT the name of your reseller The name must be longer than six characters preferably longer in order to generate a unique security code Please note that once the security code has been generated the registered name of the installation cannot be changed Enter the name in the Registration Name box and the Confirm button will become enabled Click the Confirm button and a Security Code based on the registration name entered will be generated Contact your reseller and provide them with the Security Code This will allow them to generate licenses to allow access to the product Follow the instructions give
204. s Limited 2009 Page 74 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Directory Setup and Security for a Single Server Installation The following section describes the directory structure and security of Invu Series 6 NB The directory structure is configured during the installation There should be no need to add amend or delete any of this structure unless told to do so by support The exact locations of the files will depend on the setup and how the system is configured The following section will describe the setup for a Single Server installation using SQL Express 2005 where the database and services all reside on the same machine SQL Database Browse to the following location C Program Files Microsoft SQL Server MSSQL 1 MSSQL Data Data snis File Edit View Favorites Tools Help EN rogram Files Microsoft SOL Server MSSQL 11S5O0Li Dat abad 0 mssglsvskemresaurce ld SOL Server Database Transat nlz2 kB mesgisystenresource mdf SQL Server Database Primary 38 912 kB series6 mdr D SoL Server Database Primary 3 254 EB series log LDF SOL Server Database Transac 832 KB seriese amp wWorkflow mat SOL Server Database Primary 2 240 KB serieshworkFlow og LOF SOL Server Database Transat 560 EB tempdb mdr D SoL Server Database Primary 6 336 KB templog ldF SQL Server Database Transac alzEkB Based on the location specified in the in
205. s in the Set Root Directory text box The Service Login Account text box will display the account that will be used to access the Secure File Store and the Services This should NOT be changed NB UNC paths and Mapped drives are not supported The S6 folder must reside on the same server as the services Click the Next button to continue Invu Services Limited 2009 Page 68 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration Ioj x INVU GP Entering Setup Data Ready to perform configuration Click the Next button and the installation will continue setting up the database details Once the Series 6 database configuration options have been setup if the Workflow Service is to be installed the following screen will be displayed Workflow Configuration INVU D Entering Workflow Setup Data Workflow Database Server Workflow Database Mame series workflow Service Login Account INVU TEST Series6 T Previous Mest Cancel The Workflow Database details now need to be checked The Workflow Database Server text box should contain the name of the server and SQL instance where Workflow database should be created By default the Invu Services Limited 2009 Page 69 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU installation will always select the current server name Enter the name or click the button and choose from the list
206. se Enter the Disk containing Series 6 disk 1 click the Cancel button to cancel the installation Install on Server 2 Business Layer Business Engine and Search Engine 3 Install Net Framework v2 0 NB Ensure that if installing the Business Layer that IIS 5 0 or above and Windows Installer 3 1 this can be obtained from the installation disk is installed prior to carrying out the following Insert installation disk 1 into the server This will provide you with a splash screen Click the option More Options and the following screen will be displayed Click the option Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited kt LR LJ lar Wei i Hard Hi fe R a 69 Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited 2009 Page 113 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU 4 Install the Business Layer Business Engine Search Engine Click the Back option and the following screen will be displayed Click the option Launch Server Installation Invu Services Limited BEA IE MIN NET Framework 2 0 must be installed on the computer NET Framework 2 0 must be installed on the computer 69 Launch Server Installation MET Framework 2 0 must be installed on the server More options At the prompt Do you want to install SQL Express click the N
207. se reinstall the WET Framework Actions 1 Install Microsoft NET Framework 2 0 and try again Microsoft NET Framework is a pre requisites for the Invu database and services Running the installation setup exe on the server without the NET installed will produce the following notification setup exe Error X 4 Fatal error occurred However mscorees dll could nat be loaded to display the appropriate error message Please reinstall the NET Framework Actions 1 Ensure IIS is installed Install the Microsoft NET Framework and re attempt to run the installation program If the Invu has not been configured with the Business Engine Location the following dialogue box may appear prompting for a Server name This may be due to the server config file not being passed down during the client installation Server Contig Business Engine location Business Engine po Actions 1 Entering the server name Business Layer Server into the box provided This will re create the server configuration file During the installation process the administrator will be required to select or create a new services account required for the Invu services to use In the event the account already exist ensure the correct name and service login passwords are entered The following notification will appear if the Invu Services Limited 2009 Page 208 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Could not validat
208. se the client install disk Insert the Installation disk 1 Select Launch Client Installation option from the splash screen as shown below Invu Services Limited Tava S 2 S G 69 Launch Client Installation ail j rari a NET Framework 2 0 must be installed on the computer 1481 NET Framework 2 0 must be installed on the computer work 2 0 must be installed on the server More options NB This can also be run from a network location Browse the installation CD locate the Series6 client folder and copy this to a network share This will contain the Setup exe required to run the installation Using this method for client installation will install the pre requisites Microsoft NET Framework and WSE 3 0 automatically Invu Services Limited 2009 Page 160 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Installation screen will be displayed js INVLIS Welcome to the INVU6 Setup Wizard The installer wall guide pou through the steps required to install IHVLIE ori your computer WARNING This computer program is protected by copynght law and international treaties Unauthorized duplication of distibution of this program or any portion of iE may result in severe civil or criminal penalties and will be prosecuted to the maximum extent possible under the law iz INVUS Select Installation Folder The installer will install INVLIB ta the following folder
209. ser installation Microsoft Windows XP professional or Windows Vista excluding Home Basic or Microsoft Windows 7 with the latest service pack and security patches installed IIS 5 0 or above Windows Installer 3 1 Net Framework v2 0 SQL Server SQL 2000 SP4 SQL 2005 and SQL Express 2005 The following pages outline a standard installation of a complete Invu Series 6 system on to 1 server NB Ensure IIS 5 0 or above and Windows Installer 3 1 this can be obtained from the installation disk is installed prior to carrying out the following Invu Services Limited 2009 Page 82 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU zm 1 Install Net Framework v2 0 Insert installation disk 1 into the server This will provide you with a splash screen Click the option More Options and the following screen will be displayed Click the option Launch NET 2 0 Installation Accept the default configuration for the NET installation Invu Services Limited X J 1 ni J z f AIIN La Ld V Am ADS Ex Launch NET 2 0 Installation zm 8 b j E PE i i Le 1 ics E EB l j pa y Doki GHILL ruS n r ENTM 7 F r mm l J J l Lace LN 2 Install Server components of Series 6 Click the Back option and the following screen will be displayed Click the option Launch Demonstration Installation or Single User Installation D Invu Services Limited
210. sion 1 Number Invu1133 Contact Name Jon Halestrap Company Name Trader Invoice Number DFR14405 Order Number 124616 Total 2232 11 Date 17 January 2009 In the Middle pane right click the title of one of the documents and from the menu select the Open in context option The following will be displayed Series 6 viewer Ee tee Nir beer Bee e BLATE Make oll chapa patstikds to INVE Services 114 Vf te Ca eee got p etico onim Dee MINUS comet Ea Petters THANK YOO FUR YOUR BUSINESS AD Purchase Invoice Title Scan 27 10 2009 10 10 03 tif Version 1 Number Invu1133 Contact Name Jon Halestrap Company Name Trader The word searched will be highlighted in yellow default click on the Context tab to see number of matches When finished click the X in the top right hand corner of the Series 6 Viewer Invu Services Limited 2009 Page 206 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 TROUBLESHOOTING Invu Services Limited 2009 Page 207 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU TROUBLESHOOTING Microsoft NET Framework is pre requisites required for all clients PC s running Invu Series 6 If the client installation is accessed without this the following notification message will appear INVU Client exe Error e 4 Fatal error occurred However mscorees dll could nat be loaded to display the appropriate error message Plea
211. soft SQL Server Installation Wizard Setup will help vou install modify or remave Microsoft SUL Server To continue click Next ues ema Click the Next button when complete Invu Services Limited 2009 Page 221 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU iG Microsoft SQL Server 2005 Setup oystem Confiquration Check Wait while the system is checked for potential installation problems 2 12 Total O Error SUCCESS 12 Success Warning Details Action Message i SOL Server Edition Operating System Success Minimum Hardware Requirement Success Pending Reboot Requirement Success Default Installation Path Permission Ae Success Internet Explorer Requirement Success COM Plus Catalog Requirement Success ASP Net Version Registration Require Success Minimum MDAC Version Requirement Success i Filter Shep Heport Heb Complete the registration information followed by clicking the Next button i Microsoft SQL Server 2005 Express Edition Setup Registration Information The Following information will personalize your installation The Marne Field must be Filled in prior to proceeding The Company Field is optional Mame Piyush Patel Company rv Hide advanced configuration options Specify the installation requirements For a new installation this should be kept as default Modification to the installation directory can be do
212. stallation program the SQL databases will be stored in the above structure The folder will contain the actual databases together with any subsequent log files created by the databases Invu Services Limited 2009 Page 75 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU S6 Folder o xi LA NH M IANMMA T Qspak F J Search gt Folders sax id E Address c s Go LJ data d tt tt This folder is used when the Business Layer Business Engine communicates with the Database This is required to hold data relating to temporary tables for batch importing into the Series 6 SQL Database Data This folder contains all the sub folders which contain and or relate to documents for the Secure File Store The actual location for a Secure File Store is defined at the initial system configuration installation stage and can be located anywhere on the machine The Series 6 document store s will always consist of the structure displayed below O C s6 data E mj x File Edit View Favorites Tools Help a Qj Back P A Search Folders 3 gt X 19 m Address le C s6 data Go LJ index CJ quicksearch LJ secure LJ thumbnails CJ ocr LJ temporary Invu Services Limited 2009 Page 76 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Index This will be the folder in which the dtsearch index is stored which contains the
213. stem Architecture System Architecture Explained Supported Configurations sx Invu Services Limited 2009 Page 5 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU amp x E sx sx EE E EE EE amp x Single Server Installation Directory Setup and Security for a Single Server Installation Directory Security Demonstration or Single User Installation Multiple Server Configuration s Multiple Secure Store Configurations EE RB B EEEE amp amp Client Installation Minimum Hardware Requirements Minimum Software Requirements Client Deployment Methods Client Configuration ss TELST Backing up the System Upgrading the Invu System Upgrade the Series 6 Server Upgrading a Series 6 Client Troubleshooting Installing Microsoft NET before IIS is installed E After Installing SQLExpress and Management Tool Basic System Configuration Registration Importing Users from Active Directory Privileges for the Administrator it te amp amp Appendix 1 0 Removal Check list Appendix 2 0 Installation of the Invu Office Addin Appendix 3 0 Installation of Microsoft NET Framework 2 0 Appendix 4 0 Installation of SQL Express 2005 Appendix 5 0 Invu Series 6 Glossary of Terms Invu Services Limited 2009 Page 6 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 AN INTRODUCTION Invu Services Limited 2009
214. system properly To show users click the button on the Standard toolbar User Maintenance is performed from the uses CY section then click the option Show users and external members to show all users added Series 6 System Administrator Account 3 Delete J ey cp Help Administration Administration Sum mar and Notes x A 4Users and External Members E Show Filing Cabinets Users 4 Items ex Create a Filing Cabinet Domain Name g Edit the admin group ES dford Wt mes Handro Rajesh Pandya INVU System Administrator Account INVU 8 Show users and external members let rh p amp Import users from Active Directory 3 B Create an external member Filing Cabinets Title Groups System Administrator Account Secure storage Domain Name INVU Login Name Emma Jayneo V V V V V V V Double click the System Administrator Account user from the Middle pane and the screen on the next page will be displayed Invu Services Limited 2009 Page 199 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Member Details Emma Jayne Owen User details Domain name INVU Login name Emma Jayneo Mame Emma Jayne Owen Default Storage Location Default Store Description Imported from Active Directory C Enable Workflow Notification Hours Mins S es Cancel Click the Security tab then click the Ld button and the follow
215. t Net framework 2 0 WSE 3 0 and Microsoft SQL Server Please make sure your hard drive has sufficient space to run all applications efficiently as per Microsoft guidelines Minimum Software Requirements for a Series 6 Install Prior to a Series 6 installation the following software needs to be installed e Operating System 32 or 64 bit Microsoft Windows 2000 Server or Microsoft Windows 2003 Server or Microsoft Windows 2008 Server or Microsoft Small Business Server e Microsoft Windows XP Professional or Vista Home Premium Business and Ultimate if Single User or Demo Install or Microsoft Windows 7 e IIS 5 0 or above if the Business Layer check box is ticked e Windows Installer 3 1 gt NET Framework v2 0 The Microsoft NET Framework can be obtained from the Microsoft website along with any service packs The NET framework is also included on the server install disk Windows Installer is available as part of the latest windows updates The Windows operating system must be fully up to date with the latest service packs and security patches Series 6 can be installed on to 32bit or 64bit operating system however Series 6 remains a 32bit application One of the following versions of SQL Server needs to be installed for the Series 6 Database SQL Server 2000 SP 4 SQL Server 2005 SQL Server Express SQL Server 2008 SQL Server Express can be obtained from the Microsoft website along with any service packs SQL Server express
216. talled In the text box labelled Business Engine Location type in the name of the server where the Business Engine is then click the Install button to begin NB Although this will be relatively quick and seamless process please ensure users are aware as it may slightly affect performance Fire walls can affect the way that this function runs Invu Services Limited 2009 Page 158 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU On each machine the client should be installed on to using this method ensure that the Remote Registry Service is running so it can be seen in the list The Client Push Application installation is silent and it will take place in the background The installation will be carried out in stages starting with the installation of Microsoft NET Framework 2 0 then WSE 3 0 followed by the program itself The installation period per client will very much depend upon the network environment however in most cases the implementation will be instant The Client Push Application is Silent which means the users need not be logged in when the client is deployed the pre requisites Microsoft NET Framework and WSE3 0 will be installed as a part of this process This will place an Invu Series 6 shortcut on the desktop enabling access to the client application o Ls pee eb n Invu Services Limited 2009 Page 159 of 235 Technical Installation Manual Series 6 Service Pack 6 2b INVU Manually U
217. ted 2009 Page 125 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Install Setup is copying the files necessary for installation The temporary installation files will be copied to the local hard disk and then the licence screen will be displayed SOFTWARE LICENSE AGREEMENT l NVU INYO SOFTWARE LICENCE AGREEMENT In retum for acquiring a licence to use this software the Software and supplied documentation Documentation from Invu Services Limited 1NVLI or one if its authorised resellers the Authorised Reseller WOU agree to the following terms and conditions the Licence Agreement an behalf of the organisation which placed an order for this Software for your benefit the organization being referred to as the Licensee IF this Software is being installed by the Authorised Reseller an the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement on its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF You do not accept the provisions contained within the Licence Agreement you must nat install the Software and you must ensure that the Licensee natifies INYU at the address shown at the bottom of this Licence Agreement within days of the date that this Software has been provided to the Licensee the expiration of this day pernod being
218. tered but this can be changed to another hard drive on the server and also the folder name s6 can be changed if required This can be done by typing in the path or clicking the button and choosing the path from the list The Search Index Location text box should contain the path to where the QuickSearch folder will be located By default the C s6 data quicksearch will be entered but this can be changed but should always remain on the same hard drive folder as in the Set Root Directory text box The Default Store location text box should contain the path to where the store actual files will be located By default the C s6 data will be entered and should always remain on the same hard drive folder as in the Set Root Directory text box The Service Login Account text box will display the account that will be used to access the Secure File Store and the Services This should NOT be changed NB UNC paths and Mapped drives are not supported The S6 folder must reside on the same server as the services Click the Next button to continue Invu Services Limited 2009 Page 106 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Server Configuration B x Ready to perform configuration The installation will continue setting up the database details Once complete the following prompt will be displayed CINE x Stark Ehe services Click the Yes button to start the Services NB If the No button
219. that the right configuration settings are correct for Series 6 If a manual installation of SQL Express has been carried out please see page 47 for more information on configuration settings Click the Back option and the following screen will be displayed Click the option Launch Server Installation Invu Services Limited BVT ela NET Framework 2 0 must be installed on the computer NET Framework 2 0 must be installed on the computer 69 Launch Server Installation NET Framework 2 0 must be installed on the server More options A prompt will be displayed with the question Do you want to install SQL Express SSS x4 Do you want to install SOL Express Mo Cancel Click the Yes button to install SQL Express A prompt will be displayed Please enter the disk containing SQL Express disk 2 Series 6 Install X Please enter the disk containing SQL Express disk 2 Cancel d Invu Services Limited 2009 Page 112 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Insert disk 2 the click the OK button to install SQL Express The installation of SQL Express is automated the next prompt displayed will ask the question Do you want to install the management tool Select Yes and follow the on screen prompts to install seu Do vou want bo install the management tool Once the management tool has been installed a prompt will be displayed asking Plea
220. the Next button again to configure the setting chosen As the database is configured the following screen will be displayed Configure Secure Location Bl x The default secure store already exists what would you like ta da Options Add a new secure store C Change default secure location Install services only You will have three options available gt Add a new secure store e Change default secure location e Install the services only The Add a new secure store option will create a new storage location local to the server The Change default secure location will allow you to change the systems default location For example if the default location is installed in site A and needs to be changed to site B you need to select this option to achieve this Install the services only will only install Invu Services and the Invu Service Monitor This option would be selected if a second DPE Document Processing Engine is required Invu Services Limited 2009 Page 148 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click on the option Add a new secure store Click the OK button to continue with the installation Series 6 Installation adul x f Select Options INVU SERIES 6 i Configure Selections off Installing Web Senices aff Installing services wf Installing Service Monitor f Installing OCR Engine Jl Upgrading database GP Finalizing od rinse Starting service
221. the root of your Web content subdirectories Enter the path to your home directory Path C Anetpub s enesb Browse v Allow anonymous access to this Web site The selected path will be displayed in the Path field Click the Next button to continue Invu Services Limited 2009 Page 50 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Web Site Creation Wizard Web Site Access Permissions Set the access permissions For this Web site Allow the following permissions Run scripts such as ASF Execute such as ISAPI applications or CGI write Browse To complete the wizard click Next Back Cancel Within the Permission screen ensure that the only check box ticked is Read Click the Next button to continue Web Site Creation Wizard You have successfully completed the Web Site Creation Wizard To close this wizard click Finish i Tancel Click the Finish button and the web site will be created as shown in the image below B Internet Information Services IIS Manager CHE XI V3 File Action View Window Help 18 e Am EnB Rema n Internet Information Services E TRAINER local computer E J Application Pools E Web Sites Default Web Site Series6 VMware Management Interface i Web Service Extensions There are no items to show in this view
222. the same hard driveMolder as in the Set Root Directory text box The Default Store location text box should contain the path to where the store actual files is located By default the C s6 data will be entered and should always remain on the same hard drive folder as in the Set Root Directory text box Invu Services Limited 2009 Page 133 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU The Service Login Account text box will display the account that will be used to access the Secure File Store and the Services This should NOT be changed NB UNC paths and Mapped drives are not supported The S6 folder must reside on the same server as the services Click the Next button to continue Server Configuration INVU 15 x B gt Entering Setup Data Ready to perform configuration Click the Next button and the installation will continue setting up the database details Once complete the following prompt will be displayed Series x Stark the services Click the Yes button to start the services NB If No is clicked then please see page 72 on how to start the services manually Invu Services Limited 2009 Page 134 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU I Series 6 Installation s dcl x f Select Options SERIES 6 Jl Configure Selections m d Installing Web Services f Installing Services Jl Installing service Monitor f Installin
223. tion settings click Back Click Cancel to exit the wizard InstallShield i Cancel Invu Services Limited 2009 Page 63 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the Install button to install WSE 3 0 j Microsoft WSE 3 0 Runtime InstallShield Wizard q E x Installing Microsoft WSE 3 0 Runtime The program Features you selected are being installed Please wait while the InstallShield Wizard installs Microsoft WSE 3 0 Runtime This may take several minutes Status Copying new Files Installshield ip Microsoft WSE 3 0 Runtime InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed Microsoft WISE 3 0 Runtime Click Finish to exit the wizard lt Back E Cancel Click the Finish button to return to the Series 6 installation If the Workflow Service component has been selected to be installed Microsoft NET Framework V3 0 is required if it is not already installed the following message will be displayed EMEN 5 Series 6 has detected that Microsoft DotNets is not installed DOTMETS will now be installed as a prerequisite For the workflow service Click the OK button and the Microsoft NET Framework 3 0 setup screen will be displayed as shown on the next page Invu Services Limited 2009 Page 64 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU L2 M
224. topped Restart pcenis IWJ V6 Business Engine Provides bsiness functionality Stopped IBMI SB Workflow Engine seres b Workflow engine Stopped Stopped Seres 6 Workflow engine When all the services have been stopped check the status then click the X to close the Invu Service Monitor Next you will need to restore the database Click the Start button then point to All Programs and then point to Microsoft SQL Server 2005 From the list select SQL Server Management Studio Express option Connect into the relevant Server F Microsoft SQL Server Management Studio Express File Edit View Tools Window Help l New Query Ly ind g m gg b Ss Object Explorer i Summary 3 BE E Lg Databases j SAMARIUM SQL Server 9 0 2047 INVU Emma Jay System Databases i F Barcodes Data SAMARIUM 5 Itemis i Invoices H j Purchase Orders E j R4 System Mame g series gj Databases Lj Security m WorkflowExercises a Server Objerts Security ai Replicati E Server Objects Ld Replication Ca Replication Management EH j serieso workflow Lj Management Invu Services Limited 2009 Page 178 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Click the plus beside the Databases folder in the left hand pane find the Series 6 named by default database Right click the database name and from the menu select Tasks and then click the Restore option and then click the Database
225. tton and the following screen will be displayed Select Users Computers or Groups 2 x Select this object type uses Groups or Built in security principals Object Types From this location finvu TRAINING Locations Enter the object names to select examples Series6Services Check Names Ad d OK Cancel vance ance P 5 Click into the Enter the object names to select text box and type in the account name this should be Series 6 service account then click the Check Names button 6 Click the OK button again to return to permissions and the following will be displayed on the next page Permissions for tt 2 xi Share Permissions Group or user names Series6Services Series6Services INVU TRAINING Permissions for Series6S ervices Full Control Change L1 Read Cancel Apply 7 Highlight the account just added and tick the option Full Control Click the OK button and click the OK button again 8 The settings for tt folder are now complete NB You may need to add the series 6 services account to the Security tab with full control You now need to verify the installation please see page 74 for more information NB For information on installing the client please see page 156 Invu Services Limited 2009 Page 109 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU A 3 Server Installation Server 1 Series 6 Database hosted by SQL Server Server 2
226. unt Password text box Click the Next button If the account entered does not already exist the following prompt will be displayed CINE x The account inu ErainingYservices does not exist Do vau want this account to be created Click the Yes button to create account automatically by the installation If the account already exists then the installation will check to see if this is a valid account and correct password has been entered The Installation is now ready to start Invu Services Limited 2009 Page 101 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Series 6 Installation g B x f Select Options Ready to perform installation i Configure Selections d 4 Previous Cancel Click the Install button to start installing the components of Series 6 The installation will determine if Microsoft WSE 3 0 is installed If not then the following prompt will be displayed RS 54 Series 6 has detected that Microsoft WSE3 is nat installed WISE will now be installed as a prerequisite Click the OK button to install WSE 3 0 The Microsoft WSE 3 0 Runtime screen will be displayed j Microsoft WSE 3 0 Runtime InstallShield Wizard X Welcome to the InstallShield Wizard for Microsoft WSE 3 0 Runtime The InstallShield R Wizard will install Microsoft WSE 3 0 Runtime on your computer To continue click Next WARNING This progra
227. urity Policy is Event Viewer Si T Administrative Tools Pe Cad Windows Explorer Group Policy Management K Printers and Faxes vem Internet Authentical 4 Symantec System Center e Location C WINDOWS sysl Console Help and Support Ya Internet promoti Location CWINDOWSLs y anager E 5 Licensing p Notepad search f Manage Your Server 17 Run Sm Microsoft NET Framework 1 1 Configuration QJ WatchGuard System ks 4l Manager Sh Microsoft NET Framework 1 1 Wizards CUP 4 Windows Security Microsoft Windows Server Update Services RS Routing and Remote Access G Network Load Balancing Manager UAR 53 Performance Li Active Directory Users and VC Computers C23 Remote Desktops amp cy Routing and Remote Access Tm DNS as Server Management Hy Services B Terminal Server Licensing LS Terminal Services Configuration Log Off s Shut Down m ar Terminal Services Manager start 3 g My Computer 4 Microsof s wins AllPrograms gt The following screen will appear listing the available domains on the left hand edge of the screen Invu Services Limited 2009 Page 164 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU S Group Policy Management 2Ial x Hire aton vew Wmbe Bee jaMalxi e omage 5 Group Policy Management test local Forest test local z E Domains Linked Group Policy Objects
228. uter 69 Launch Server Installation rrr TY n ELE i LT an a 7 i e NET Framework 2 0 must be installed on the server More options The prompt Do you want to install SQL Express click the No button Setup is copying the Files necessary for installation The temporary installation files will be copied to the local hard disk and then the Software Licence Agreement screen will be displayed a shown on the next page Invu Services Limited 2009 Page 98 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SOFTWARE LICENSE AGREEMENT INVU INYU SOFTWARE LICENCE AGREEMENT In return Far acquiring a licence to use this software the Software and supplied documentation Documentation from Invu Services Limited INVLI or ane if its authorised resellers the Authorised Reseller you agree to the following terms and conditions the Licence Agreement an behalf of the organization which placed an order for this Software for your benefit the organisation being referred to as the Lieensee IF this Software is being installed by the Authorised Reseller on the Licensee s behalf then the Licensee confirms that it has appointed the Authorised Reseller as its agent to confirm acceptance of this Licence Agreement an its behalf and the Licensee hereby agrees to be bound by this Licence Agreement IF You do not accept the provisions contained within the Licence A
229. ver Microsoft Windows 2000 SBS Microsoft Windows 2003 Server Microsoft Windows 2003 SBS Microsoft Windows 2003 SBS R2 Microsoft Windows 2008 Server Invu Series 6 amp Workflow should be running one of the following Microsoft Windows 2003 Server Microsoft Windows 2003 SBS Microsoft Windows 2003 SBS R2 Microsoft Windows 2008 Server Single User or Demo installation Operation Systems Invu Series 6 Demonstration or Single user system should be running one of the following Microsoft Windows 2000 Professional Microsoft Windows XP Professional Microsoft Windows Vista Home Premium Microsoft Windows Vista Business Microsoft Windows Vista Ultimate Microsoft Windows 7 NB Please ensure that the latest Service Packs and Security Patches are installed Series 6 Service Pack 6 2b will be the last release that will support Microsoft Windows 2000 Professional any editions Microsoft Windows 2000 Server and Microsoft Office 2000 Please be aware installation of Invu Series 6 onto alternative hardware other than that specified above may not be supported Invu Services Limited 2009 Page 37 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU Tested Scanners The scanners below have been tested with Windows XP and Windows Vista with all the latest Service Packs installed Not all the scanners have been tested on both operating systems We would advise if choosing a scanner to choose one from the NO Issues List and to check
230. web site for the Business Layer if ticked from the drop down list NB If the Business Layer is to be installed create a new web site This must be created through IIS before the Series 6 installation take place Invu Services Limited 2009 Page 116 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU In the Service Account Details area a service account needs to be created or entered this should be a domain account This account will be used to access the Services and Database NB It is not recommended to use an account created for an individual to log in to windows this includes and admin accounts Therefore it is recommended to create an account specifically for Series 6 i e Series6Services To enter the username for the account either type in the name including the domain i e invu S6Services in the Service Account Username text box or click the button The Active Directory screen will be displayed Select Account B x Domain training partner local v Name starts with Find Now Users OK Cancel Click the Find Now button to display the first thousand entries or type in the first few letters of the name you are looking for in the Name starts with field and then click the Find Now button Highlight the name of the account from the list then click the OK button Service Account Details service Account Usemame INVU TRAINING Sin 7 service Account Password e
231. will need to be installed NB If Microsoft NET framework is already present you should perform a repair on the NET Framework after IIS has been installed This can be done using the Add Remove applet found within Windows Control Panel Invu Services Limited 2009 Page 210 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU SERIES 6 APPENDIX Invu Services Limited 2009 Page 211 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU APPENDIX Appendix 1 0 Removal Check List Causes Examples Incorrect database server selected Incorrect database name stated Incorrect Administrator stated Incorrect file store location stated Incorrect Web Site selected for IIS 1 Stop all Invu V6 Services before removing any of the software Click Start then select the Run option In the Open field enter Services msc and click the OK button You will need to find the following services INVU Series 6 Message Service if the client application has been installed INVU V6 Indexing Engine INVU V6 Business Engine INVU V6 Search Engine INVU V6 Processing Engine INVU V6 Data Hub INVU V6 Secure Access Service INVU V6 Thumbnail Generator INVU V6 Workflow Engine if workflow has been installed Stop each service and make sure that in the Status column all the above services have no statuses Make sure you close the Services screen before continuing Remove the components Control Pa
232. will need to ensure all of the following services are stopped INVU Series 6 Message Service if the client has been installed INVU V6 Indexing Engine INVU V6 Thumbnail Generator INVU V6 Processing Engine INVU V6 Secure Access Server INVU V6 Workflow Engine if the Workflow Engine has been installed INVU V6 Data Hub where applicable dependant on build installation type Invu Services Limited 2009 Page 177 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU You will also need to ensure that the Services related to the Business Layer Component are stopped these may not reside on the same server depending on the installation gt INVU V6 Search Engine gt INVU V6 Business Engine If the two services above do not reside on the same server then you will need to stop the services through the windows service monitor INVU Service Monitor INVU Service Controller Mame Description Status IN VILI Seres B Message Ge Perfarms messaging services and client installation upd Stopped INVU VB Workflow Engine IWY VB Indexing Engine Indexes document content Stopped INY YS Thumbnail Gener Generates thumbnails for documents inthe secure ace Stopped Bi iria saline INVLIVE Processing Engine Processes documents into Invu Stopped INVLU VE Secure Access Se Provides secure access to documents within the INVU d Stopped Stop the service INY Y6 Search Engine Provides metadata and collated content search S
233. y trial ends until the end date the following message will be displayed Free Trial License 4 1 Free Trial License will expire by the end of the day on 06 03 2009 When the 30 Day trial has expired when any user logs in the following will be displayed as shown on the next page Invu Services Limited 2009 Page 195 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU INVU SERIES 6 30 day evaluation version Evaluation penod expired Day Trial dings Ltd All Rights Reserved Click the white X in the top right hand corner and the following message will be displayed as shown below Free Trial License 1 Free Trial License expired on 06 03 2009 Click the OK button and a normal user will be logged in with read only access which means that you will be able to read and search for documents already in the system but you will not be able to edit or bring any new documents into Series 6 If you are an Administrator then the following screen will be displayed Registration Registration Name Free 30 Day Trial L Security Code 4 icences 15 Items Product Value Advanced CodeFree Barcode Module Client API Code Free 1600 Invu Care expiry date 19 08 2009 Invu Link Invu Research Service lris Integration Link Manager Office Add In Optical Character Recognition Readonly web application v Close You will need to register the Serie
234. you need to browse to where the backup file Locate Backup File SAMARIUM Select the file H Goto Assist H 0 InstallShield Installation Information 0 Intel Internet Explorer Invu INVU Services Ltd Macromedia McAfee Messenger Microsoft Microsoft ActiveSync Microsoft CAPICOM 2 1 0 2 Microsoft CRM microsoft frontpage Microsoft Office Microsoft SQL Server ug 80 mg 90 a MSSQL 1 zig MSSOL Backup D L series6 Workflow bak Binn Data Install a a NG ee Ge Ge Ec E EC EE VUE l j uj Hm REB Selected path C Program Files Microsoft SQL Server MSSGL 1 MSS Files of type Backup Files bak trn v File name seriesb bak Once ready click the OK button the chosen backup file will be added to the list and then click the OK button again Invu Services Limited 2009 Page 180 of 235 Technical Installation Manual Series 6 Service Pack 6 2b K Restore Database series6 Sle E uem its Script Te Help Options 7 Destination far restore Select or type the name of a new or existing database for your restore operation Ta database series Toa pointin time Most recent possible E Source for restare Specify the source and location of backup sets to restore C From database From device C Program Files Microsoft SQL ServersMS SUL 1 3M855
235. yright law and international treaties n Cancel Click the Next button Invu Services Limited 2009 Page 118 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU ii Microsoft WSE 3 0 Runtime InstallShield Wizard License Agreement Please read the following license agreement carefully Before this software can be installed the terms of this agreement must be accepted MICROSOFT SOFTWARE LICENSE TERMS MICROSOFT WEB SERVICES ENHANCEMENTS 3 0 RUNTIME These license terms are an agreement between Microsoft Corporation or based on where you live one of its affiliates and you Please read them ay apply to the software paman above which includes the media on which it if alsn a z Irrstallanield Click the option accept the terms in the licence agreement then click the Next button Microsoft WSE 3 0 Runtime InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Irrstallanield Click the Install button to install WSE 3 0 Microsoft WSE 3 0 Runtime InstallShield Wizard Installing Microsoft WSE 3 0 Runtime The program features you selected are being installed Irrstallanield Invu Services Limited 2009 Page 119 of 235 Technical Installation Manual Series 6 Service Pack 6 2b lNVU WSE 3 0 will then be installed when complete the following screen will be displayed j Microsoft WSE 3 0 Ru

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