eInput 2.0 Installlation Guide - Dell EMC · Web server ... Enabling SSL ... To configure Internet Explorer to work with eInput: 1. Disable any pop-up blocker software for the eInput

eInput™ 2.0

Installation Guide

Copyright © Copyright 2007 EMC Corporation. All rights reserved.

EMC2, Captiva, ClaimPack, ISIS, PixTools, Claims Editor Professional, FormWare, and InputAccel Express are registered trademarks, and AdvantEdge, ClaimsEditor, CodeLink, Digital Mailroom, Dispatcher, Dispatcher for InputAccel, eInput, FirstPass, InputAccel for Invoices, InputAccel, PixTools/Distributed Imaging, and QuickScan Pro are trademarks of EMC Corporation. All other trademarks used herein are the property of their respective owners.

All information contained in this documentation is proprietary to EMC Corporation. Information in this document is subject to change without notice and EMC Corporation undertakes no commitment to update the document. The software described in this document is furnished under a license agreement. The document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to any electronic medium or machine-readable form without prior consent, in writing, from EMC Corporation.

Document number: eiinstall.pdf 2.0 (JP 28-Nov-2007) enu

eInput Installation Guide 2.0 Contents

© 2006 EMC Corporation i Nov-07

Contents

Getting started ................................................................................................ 1 Intended audience .......................................................................................................................... 1 Suggested reading .......................................................................................................................... 1

System requirements ...................................................................................... 2 Prerequisites ................................................................................................................................... 2 Minimum server machine hardware and OS requirements ...................................................... 2 Recommendations for optimal performance............................................................................... 2 Configuring your browser for eInput .......................................................................................... 3

Ensuring that Internet Explorer works with eInput in offline mode.........................................................4 Scanner driver requirements ........................................................................................................ 5

Installing prerequisite applications................................................................. 6 Web server...................................................................................................................................... 6 J2SE Runtime Environment ......................................................................................................... 6

Apache Tomcat ........................................................................................................................................6 Enabling SSL ....................................................................................................................................7

Testing your Tomcat installation..............................................................................................................8

Upgrading from a previous release ................................................................. 9

Installing eInput ........................................................................................... 10 Important installation notes....................................................................................................................10

System components...................................................................................................................... 10 Installing eInput ........................................................................................................................... 11

Adding and assigning the eInput admin role for eInput Server Console................................................12 Confirming eInput installation ...............................................................................................................12 Deploying eInput.war.............................................................................................................................13

Licensing eInput........................................................................................................................... 13 Uninstalling eInput ...................................................................................................................... 14

PDI ActiveX ................................................................................................... 15

eInput Installation Guide 2.0 Intended audience

© 2007 EMC Corporation 1 Nov-07

Getting started

eInput is a web-based application that integrates with InputAccel to securely scan, display and index images and data directly within Internet Explorer. Multiple remote users can scan and index at the document creation source locations and then transmit documents to the web server for access by InputAccel.

Intended audience This guide discusses installation of eInput. This guide explains how to install and configure eInput, as well as other applications required to use eInput.

This guide is designed for system administrators, systems analysts, and web site developers who are responsible for:

• Installing and configuring external systems required by eInput • Installing and configuring eInput

This guide anticipates an audience experienced with the following: • Working familiarity with web and application servers • Working knowledge of HTML and scripting languages including JavaScript Server Pages

(JSP) commonly used with web servers

Suggested reading For more information about eInput, refer to the following related documentation:

• eInput Release Notes • eInput Customization Guide and Documentation Index (eInput help) • eScan Guide • eIndex Guide • eInput Client Console Guide • eInput Server Console Guide • eStatus Guide

eInput Installation Guide 2.0 Prerequisites


System requirements

This chapter contains the minimum system requirements for each of the eInput components, as well as the system requirements and recommendations for the computer running InputAccel.

Prerequisites The following should be installed before you install eInput.

• InputAccel Client 5.2.3 or later (required for eInput Server, eScan Setup Module and eIndex Setup Module)

• JRE 1.5 (Update 12) (required for Apache Tomcat and eInput Server) • Apache Tomcat 5.5.25 (required for eInput Server) • Microsoft.NET Framework 1.1 Service Pack 1 (required for eScan Setup Module, and

eIndex Setup Module)

Minimum server machine hardware and OS requirements

• 2.6 GHz Intel® Pentium® 4 or equivalent • 512 MB RAM • 300 MB of free disk space • CD-ROM drive • Microsoft Windows Server 2003 or Microsoft Windows 2000 Server/Advanced Server

with Service Pack 4 or later • Internet Explorer 6.0 or Internet Explorer 7.0

Recommendations for optimal performance • 2.8 GHz (or greater) Intel® Pentium® 4 or equivalent • 1 GB RAM

eInput Installation Guide 2.0 Configuring your browser for eInput


• 300 MB of free disk space • CD-ROM drive • Microsoft Windows Server 2003 or Microsoft Windows 2000 Server/Advanced Server

with Service Pack 4 or later • Internet Explorer 6.0 or Internet Explorer 7.0 • Ensure that all required Proxy setting are made to allow internet access

To further enhance performance, we strongly recommend: • High speed disk drives, such as SCSI drives, connected to a hardware RAID controller.

Use RAID0, RAID2, RAID3, RAID4, RAID5, or RAID6. • Install eInput Server and InputAccel Server on separate machines. For both servers,

install the server software and the operating system/paging file on physically separate hard disk drives. This configuration will better handle multiple parallel disk read/write requests from both the server and the operating system.

• Install a minimum of 4 GB of physical memory on the eInput Server machine. 8 GB of physical memory is recommended.

• In the Tomcat Server settings on the eInput Server machine, increase the allocated Java Maximum Memory Pool for the Java Virtual Machine to 2 GB or higher. See Apache Tomcat for information on configuring Tomcat.

• Launch the JVM Garbage Collector in parallel mode to maximize the efficiency of the eInput Server machine's memory optimization process. See Apache Tomcat for information on configuring Tomcat.

• Use Gigabit Ethernet between the InputAccel Server machine and the eInput Server machine to achieve maximum data throughput.

Configuring your browser for eInput You must use Microsoft Internet Explorer version 6.0 or Internet Explore 7.0 to run eInput for production. Internet Explorer has default settings that are not compatible with eInput. This topic explains how to change the settings so that eInput will function properly.

To configure Internet Explorer to work with eInput:

1. Disable any pop-up blocker software for the eInput Server URL.

2. Start Internet Explorer and choose Internet Options from the Tools menu.

3. Select the Security tab, then select the Trusted sites icon.

4. Add the URL of the eInput Server to the set of Trusted Sites:

a. In the Internet Options window, click the Security tab, then click the Trusted sites icon.

b. Click the Sites button to display the Trusted sites window.

c. Type the URL of your eInput Server into the Add this website to the zone text box, then click the Add button. The URL you entered is added to the Websites list.

Note: If you are adding a non-encrypted URL, you must clear the Require server verification (https:) for all sites in this zone check box. If you are adding an encrypted URL, you must select this check box.

eInput Installation Guide 2.0 Configuring your browser for eInput


d. Click Close to close the Trusted sites window.

e. Click OK to save your changes and close the Security Settings - Trusted Sites Zone window.

5. While still in the Security tab, click Custom Level to display the Security Settings window, then make the following settings:

a. Under ActiveX controls and plug-ins > Download signed ActiveX controls, choose either the Prompt or Enable option.

b. Under ActiveX controls and plug-ins > Run ActiveX controls and plug-ins, choose either the Prompt or Enable option.

c. Under ActiveX controls and plug-ins > Script ActiveX controls marked safe for scripting, choose either the Prompt or Enable option.

d. If you are using Internet Explorer version 7.0, under Miscellaneous > Allow scripting of Internet Explorer web browser control, select Enable.

e. Under Miscellaneous > Submit nonencrypted form data, choose either the Prompt or Enable option.

f. Under Scripting > Active scripting, choose either the Prompt or Enable option.

g. If you are using Internet Explorer version 7.0, under Scripting > Allow Programmatic clipboard access, select Enable.

h. Click OK and then confirm that you want to change the security settings for this zone to save your changes and close the Security Settings window.

6. Click OK to save your changes and close the Internet Options window.

7. Close all Internet Explorer windows and then restart Internet Explorer to ensure that your settings take effect.

Ensuring that Internet Explorer works with eInput in offline mode To ensure that Internet Explorer works with eInput in offline mode, from the Control Panel > Internet Options > Advanced Tab > Security List > Empty Temporary Internet Files folder when browser is closed option, make sure setting is OFF (default setting).

To work offline, from the File menu in Internet Explorer, select Work offline.

Note: When working offline, follow these guidelines:

In the Internet Options window, in the Temporary Internet files section of the General tab:

• Do not select the Delete Files button.

• In the Settings window, do not select the Move Folder button.

• In the Settings window, if you select the View Files button, do not delete any files.

• In the Settings window, if you select the View Object button, do not delete the PDI object.

eInput Installation Guide 2.0 Scanner driver requirements


Scanner driver requirements eInput uses only Image and Scanner Interface Specification (ISIS) drivers. If there is no EMC Captiva product installed on your workstation (for example, InputAccel or eInput), then when you navigate to the Select Scanner dialog in the eInput application, your TWAIN scanner will not appear in the list of values.

To enable scanning using your TWAIN scanner, the system administrator must install the InputAccel runtimes that include the PixTWAIN Configurator.

Configuring the TWAIN scanner:

1. After the system administrator has installed the InputAccel runtimes, launch the eInput application again.

2. Navigate to the Select Scanner dialog, and select the TWAIN scanner from the list of values.

3. Close the eInput application and configure the TWAIN scanner using PixTWAIN Configurator. For more information, select the Help button on the PixTWAIN Configurator.

4. Log in to the eScan application and begin using the TWAIN scanner.

eInput Installation Guide 2.0 Web server


Installing prerequisite applications

The following third-party applications are required. For installation information, refer to the application’s documentation.

Note: IA Client 5.2.3 or 5.3 should be installed before installing eInput.

Web server eInput supports Microsoft Windows Server 2003 or Microsoft Windows 2000 Server/Advanced Server with Service Pack 4 or later.

J2SE Runtime Environment The J2SE Runtime Environment 5.0 (JRE 1.5 update 12) can be installed from the eInput installation CD.

To install the J2SE Runtime Environment 5.0:

1. Run setup.exe from the eInput 2.0 installation CD.

2. Select Sun Java Runtime Environment 5.0 Update 12 in the eInput installation menu.

3. Choose Next, and follow the instructions on the screen to complete the installation. You can accept the rest of the default selections.

Apache Tomcat Apache Tomcat is an open-source web application server distributed by the Apache Software Foundation. Apache Tomcat (5.5.25) is can be installed from the eInput installation CD.

To install Apache Tomcat:


2. Select Apache Tomcat 5.5.25 in the eInput installation menu.

3. Choose Next, and follow the instructions on the screen to complete the installation. You can accept the rest of the default selections.

eInput Installation Guide 2.0 J2SE Runtime Environment


Note: If you choose a non-default administrator login and password, use the same login and password when performing your eInput installation.

4. The Tomcat server must be running as a service, and as a real Windows account with administrative privilege, in order to use eInput. To run Tomcat as a service, from the Control Panel, open Services (or go to Start > Run and enter services.msc, then press OK), select the Apache Tomcat service, start it, and set it to start automatically.

Note: If a high memory load is expected, it is recommended that the memory pool used by the Java Virtual Machine be increased to 512 MB or more.

To change Tomcat’s Maximum memory pool setting:

a) Go to Start > Programs > Apache Tomcat 5.5 > Configure Tomcat.

b) In the Apache Tomcat Properties window, change the Maximum memory pool value to 512 MB or more, then select OK.

To tune garbage collection with the Java Virtual Machine, use the following command line:

-XX:+UseConcMarkSweepGC -XX:CMSInitiatingOccupancyFraction=20 -XX:NewRatio=2 -XX:SoftRefLRUPolicyMSPerMB=10

To set the maximum and minimum Java heap size (to disable JVM dynamic heap size optimization), use the following command line:

-Xmx700M -Xms700M (700MB used as an example)

To reduce stack size from the default 1Mb per thread (which may be an issue when over 100 threads are working), use the following command line:

-Xss128K

For more information on tuning garbage collection for Java Virtual Machine, refer to http://java.sun.com/docs/hotspot/gc5.0/gc_tuning_5.html.

Enabling SSL SSL, or Secure Socket Layer, is a technology which allows web browsers and web servers to communicate over a secured connection. This means that the data being sent is encrypted by one side, transmitted, then decrypted by the other side before processing. This is a two-way process, meaning that both the server AND the browser encrypt all traffic before sending out data.

To enable SSL for eInput:

1. If you are running a 1.3 JVM, download JSSE 1.0.3 (or later) from http://java.sun.com/products/jsse/ and either make it an installed extension on the system, or set an environment variable JSSE_HOME that points at the directory into which you installed JSSE.

2. Create a Windows certificate keystore by executing the following command: %JAVA_HOME%\bin\keytool -genkey -alias tomcat -keyalg RSA

and specify a password value of "changeit".

3. Uncomment the "SSL HTTP/1.1 Connector" entry in $CATALINA_HOME/conf/server.xml and modify as necessary.

For more information, refer to http://tomcat.apache.org/tomcat-5.5-doc/ssl-howto.html

http://java.sun.com/docs/hotspot/gc5.0/gc_tuning_5.html.

http://java.sun.com/products/jsse/

http://tomcat.apache.org/tomcat-5.5-doc/ssl-howto.html

eInput Installation Guide 2.0 J2SE Runtime Environment


Testing your Tomcat installation The Tomcat application server hosts the PixTools/Distributed Imaging Server. To test your Tomcat installation, go to Start > Programs > Apache Tomcat 5.x > Welcome. If you have installed Tomcat correctly, you will see the Apache Software Foundation welcome web page.

Note: If the welcome page cannot be displayed, go back to the proxy settings page (where it was set to allow access to the internet for the Java install), remove the proxy information, and set it back to Automatically detect settings.

eInput Installation Guide 2.0 Upgrading from a previous release


Upgrading from a previous release

Upgrading to eInput 2.0 does not require uninstalling the previous release. On the server side, eInput can be installed in parallel with the current version. However, on the client side, the previous PixTools/Distributed Imaging ActiveX should be removed from the Add or Remove Programs in the Control Panel before installing the new PixTools/Distributed Imaging ActiveX.

Note:

The eInput 2.0 installer upgrades PixTools to version 7.5, so it is recommended to backup the WINNT\PIXTRAN folder before installing eInput 2.0.

The PixTools Distributed Imaging Client ActiveX upgrades PixTools to version 8.0, so it recommended to backup the WINNT\PIXTRAN folder (if present) before installing PDI ActiveX on a client workstation.

eInput Installation Guide 2.0 System components


Installing eInput

eInput is a web-based application that integrates with your InputAccel application. To ensure a smooth installation, perform these installation steps in the listed order.

Important installation notes Before you begin installing eInput, please note the following important installation recommendations and considerations:

• IA Client 5.2.3 or 5.3 should be installed before installing eInput. • All eInput installations must be done using a local administrator account for the server. A

domain account with local administrator rights will also work. • All installations must be done directly on the server, not through a remote logon session. • It is necessary to install Internet Explorer 6.0 or Internet Explorer 7.0 on the workstation

where eInput will be installed.

System components eInput includes the following system components:

• eInput Server - the server component of eInput. Runs within an application server (Tomcat) and communicates with eInput clients and with the InputAccel Server.

• PixTools/Distributed Imaging — a toolkit that provides the core functionality of eInput. • J2IA connector — a Java implementation of the InputAccel Client that runs on the

eInput Server and forms the link between eInput and the InputAccel Server. • Retry Monitor — a sub-component of the eInput Server that periodically checks for

documents that were not able to create batches. • eInput Server Console — a web application that allows an administrator to configure

settings for the server running eInput. • eInput Client Console — a web application that enables users to monitor and edit

batches that have not yet been sent to the InputAccel Server; allows users to view status of all batches.

• eScan — the remote scanning component of eInput that enables users to remotely create InputAccel batches, capture documents from scanners and files, index them, and send them via the Internet back to the InputAccel Server in their corporate offices. Upon remote connection to the eInput Server via a Web browser, the module components deploy and install automatically.

eInput Installation Guide 2.0 Installing eInput


• eIndex — a component of eInput that captures indexing information, manually or automatically, from scanned documents to help you organize, locate, and retrieve them later. The eIndex module also allows you to mark images using annotation tools.

• eStatus — a module that runs on a local system as part of a process to check the status of user-defined variables and saves the results to a file.

Installing eInput Perform the following steps to install eInput.

To install eInput:


2. Select Next on the Welcome dialog.

3. Select I accept the terms of the license agreement.

4. Select Next to install eInput to the specified location: C:\Program Files\EMC Captiva\eInput\.

5. Select a Setup Type - Complete will install all features, Custom will allow to select the specific components.

6. Select Next to accept the default location for Apache Tomcat Web Server: C:\Program Files\Apache Software Foundation\Tomcat 5.5\.

Note: The default location for the Catalina Base Folder can be changed if you changed the default location for Apache Tomcat Web Server.

7. Enter the Tomcat administrator User Name and Password (only if you changed default options during the Tomcat installation), then select the Test button to let the installer check the connection to Tomcat.

8. Select Next to install the eInput batch database to the following location: C:\Program Files\EMC Captiva\eInput\Batches\ and to install the eInput batch status database to the following location: C:\Program Files\EMC Captiva\eInput\BatchStatus\. Or select the Change button to specify a new database location. The database locations can be changed later in eInput Server Console.

9. Select the Install button to start the installation.

10. Click the Finish button to complete the installation.

eInput Installation Guide 2.0 Installing eInput


Adding and assigning the eInput admin role for eInput Server Console You must create an eInput admin role and assign that role to a user in order to access eInput Server Console. After creating the eInput admin role, you will then need to assign the eInput admin role to the user(s) responsible for eInput Server Console.

Note: This role only needs to be added once, after you install Apache Tomcat. It is not required if you reinstall eInput 2.0, unless you uninstall Tomcat and delete the Tomcat conf folder.

To add the eInput admin role:

1. Open the tomcat-users.xml file in a text editor such as Windows Notepad. The default location is C:\Program Files\Apache Software Foundation\Tomcat 5.5\conf\.

2. Add the required eInputAdminRole. For example: <role rolename="eInputAdminRole" description="eInput administration role"/>

3. Add a link to this role on the appropriate user record. For example: <user username="admin" password="secret" fullName="" roles="admin,manager,pdiadmin,eInputAdminRole"/>

4. Restart the Tomcat service.

After the steps are done, you can use the username and password of the user to which the eInputServerRole was assigned to access the eInput Server Console.

Confirming eInput installation Perform the following steps to confirm that eStatus has successfully installed.

To confirm the installation:

1. After the installation is done and the computer has been rebooted, open Tomcat Manager to make sure eInput.war has been deployed successfully. Go to Start > Programs > Apache Tomcat 5.5 > Tomcat Manager.

2. Confirm that the eInput web application is listed and the status is Running.

Note: If the eInput web application is not in the list of Tomcat applications, the installation program failed to deploy it to Tomcat. Refer to the “Deploying eInput.war” section for information on how to deploy eInput.war file manually.

eInput Installation Guide 2.0 Licensing eInput


Deploying eInput.war The eInput.war file contains a collection of JavaServer pages, servlets, Java classes, XML files, tag libraries and static Web pages (HTML and related files) that together creates the eInput web applications. The steps below describe how to manually deploy and undeploy the eInput.war file.

To deploy eInput.war:

1. Open Tomcat Manager (Start > Programs > Apache Tomcat 5.5 > Tomcat Manager or go to http://localhost:8080 and select the Tomcat Manager link).

2. Enter the Tomcat Manager Application User Name and Password and select OK.

3. In the Deploy section, specify information for:

Select WAR file to upload — enter the eInput.war file location ([program files]\EMC Captiva\eInput\), then select the Deploy button.

To undeploy eInput.war:

1. Open Tomcat Manager (Start > Programs > Apache Tomcat 5.5 > Tomcat Manager or go to http://localhost:8080 and select the Tomcat Manager link).

2. Select the Web Applications link.

3. Select the check box next to einput.war, then select the Undeploy button.

Licensing eInput eInput, as well as eScan, eIndex, and eStatus, uses a licensing system that enables EMC Corporation, as well as third–party module developers to regulate how their software is used. The eInput Client Console client will not be able to access the server until you have a valid license installed. A user will also be unable to upload or download batches.

• You must purchase a license for each eInput server. • You must also purchase a license for each user who will access the server. This is a

concurrent user license. For example, a 200 connection license means that no more than 200 users can upload documents at a single point in time.

To meet your business needs, additional licensing options are also available. Contact EMC Corporation to request an eInput license file. Once you have a license file, you can install it through the eInput Server Console web application. Refer to the eInput Server Console documentation for more information on how to install the eInput license.

eInput Installation Guide 2.0 Uninstalling eInput


Uninstalling eInput The eInput 2.0 installer will uninstall eStatus, eInput Server Console, eInput Client Console, and remove any files that the Installer placed on your machine.

Note: Only eInput components are uninstalled. Third-party components, such as Tomcat, will remain on your machine after you uninstall eInput.

To uninstall eInput:

1. Go to Start > Settings > Control Panel, and then select Add or Remove Programs.

2. Uninstall eInput.

eInput Installation Guide 2.0 PDI ActiveX


PDI ActiveX

The PixTools/Distributed Imaging (PDI) client is an ActiveX control that provides the scanning, importing, and viewing capabilities of eInput. It communicates with the eInput server to send and receive documents from your central storage location. When eInput Client Console is started for the first time, Internet Explorer will prompt you to download and install the PDI ActiveX control.

Note: For Windows XP, 2000 and 2003, a user must have local Windows administrator rights to install the client. Users without local administrator rights cannot install ActiveX controls over the Internet.

For Windows Vista, User Account Control (UAC) should be turned off.

Documents

eInput 2.0 Installlation Guide - Dell EMC · Web server ... Enabling SSL ... To configure Internet Explorer to work with eInput: 1. Disable any pop-up blocker software for the eInput