tecdoc
Technical Reference
The latest version is available to you within the DocuWare Knowledge-Center at
http://help.docuware.com/en/
Copyright © 2011 DocuWare AG. All rights reserved
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The content of this guide is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by DocuWare AG. DocuWare AG assumes no
responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide.
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Contents
1
New and Modified Chapters
13
2
Release Note: Innovations and Modifications
15
2.1 Important notes ... 15
2.2 Upgrading from DocuWare 5 to DocuWare 5.1... 16
2.3 Changes concerning the rights ... 17
2.4 New Features of DocuWare 5.1c Since 5.1b Service Pack 3 ... 17
2.5 New Features of DocuWare 5.1b Service Pack 3 since DocuWare 5.1 b Service Pack 2 ... 19
2.6 New Features of DocuWare 5.1b Service Pack 2 since DocuWare 5.1 b Service Pack 1 ... 20
2.7 HTML Help for DocuWare... 22
2.8 Context-sensitive Help on Windows Vista and Windows 7 ... 23
2.9 System Requirements ... 23
3
Installation and Update of DocuWare
25
3.1 Allgemeine Informationen ... 253.1.1 Web Client Server Update from DocuWare 5.1b SP1 to SP3 ... 25
3.1.2 Update to Any Service Pack for DocuWare 5.1b ... 25
3.1.3 Update to DocuWare 5.1a or 5.1b ... 26
3.1.4 Keep entries after updating to DocuWare 5.1a ... 27
3.1.5 Update to DocuWare 5.1 ... 27
3.1.6 Special characteristics of DocuWare BUSINESS ... 27
3.1.7 Special Features of using MS SQL 2000 Server as a Database... 27
3.1.8 Special Features with Windows Server 2003 x64... 28
3.1.9 Special Features of Oracle Databases with Clients on 64-bit Computers ... 29
3.1.10 Installing DocuWare on Windows 7... 29
3.1.11 Using Validations after Updating from DocuWare 5.1 to DocuWare 5.1 Fix... 29
3.1.12 Using GAPI Applications... 30
3.1.13 Installing INTERNET-SERVER after a DocuWare Update... 30
3.1.14 Downgrade for Licenses ... 30
3.1.15 DocuWare on Windows Start menu ... 30
3.1.16 Setup and Update of several DocuWare systems ... 31
3.1.17 Country Codes for Windows Installer and .NET Framework ... 31
3.3.1 DocuWare Database ... 32
3.3.2 Silent Setup ... 33
3.3.3 Components and Modules ... 35
3.3.4 Using wrong passwords when installing servers and services ... 35
3.3.5 Installation after Uninstalling a Single Workstation/Mobile User Installation ... 35
3.4 Migrating from DocuWare 4 to DocuWare 5 ... 36
3.5 DocuWare Update service ... 36
3.5.1 Components of Update Service ... 36
3.5.2 dwsetupinfo.ini ... 37
3.5.3 Installing fixes or service packs ... 37
3.5.4 Installing updates ... 38
3.5.5 DocuWare Update Service on Windows Vista and Windows 7 ... 39
3.5.6 Update Service log file ... 39
3.5.7 Installing updates and fixes on a server ... 39
3.5.8 Update Service registry settings ... 40
3.6 DocuWare user identification ... 40
3.6.1 Special Features when Setting Up the User Name for the System Administrator and the Organization Name ... 41
3.7 Deinstallation ... 41
3.7.1 Uninstalling Fix 1 for DocuWare 5.1 ... 41
3.7.2 Uninstalling Fix 2, 3 or 4 for DocuWare 5.1 ... 42
3.7.3 Uninstalling Fix 3 for DocuWare 5.1 ... 42
3.7.4 Uninstalling Service Pack 3 for DocuWare 5.1b... 42
3.8 DocuWare with Terminal Server ... 43
3.8.1 Configuring DocuWare with a single terminal server ... 43
3.8.2 Configuring DocuWare with a terminal server farm ... 44
3.8.3 Last Login Information ... 46
3.8.4 Scanning in terminal server environment ... 46
3.8.5 Using Add-On Modules ... 46
3.9 Run DocuWare minimized ... 47
4
Databases
49
4.1 DocuWare Database ... 494.2 Case-insensitive searches in Oracle databases ... 50
4.3 Creating file cabinets in DocuWare 4 mode ... 51
5
The documents
57
5.1 Document file header ... 57
5.2 Storing document files in the basket ... 58
5.3 File structure of the document files in the file cabinet ... 59
5.3.1 File structure for file cabinets in DocuWare 5 mode ... 59
5.3.2 File structure for file cabinets in DocuWare 4 mode ... 63
5.4 Media for storing document files ... 65
5.4.1 Hard disk ... 65
5.4.2 Optical removable disks ... 65
5.4.3 Jukeboxes ... 66
5.4.4 Combinations ... 67
5.4.5 Einschränkung bei CAS-Speichersystem Centera ... 67
5.4.6 Einschränkung bei WORM-Medien ... 67
5.5 Storing Compressed Document Files ... 67
5.6 Document flags in workflows ... 67
5.7 Importing documents from "foreign" file cabinets ... 68
6
DocuWare Administration
70
6.1 General ... 706.1.1 Opening DocuWare Administration on Windows 7 ... 70
6.1.2 DocuWare Service Control under Windows 7 ... 70
6.1.3 Locking data in DocuWare Administration... 70
6.1.4 External connections ... 71
6.1.5 Local Connection Settings ... 71
6.2 Authentication Server ... 71
6.3 Content Server... 72
6.4 Workflow Server ... 72
6.5 Notification Server ... 74
6.6 Database connections ... 74
6.6.1 Connecting to the Database ... 74
6.6.2 Setting up a DSN system for ODBC data sources in 64-bit systems ... 75
6.7 Imaging Server ... 75
6.8 Storage locations for documents ... 76
6.9 External User Directories... 76
6.10.2 Pre-defined logging at system level ... 78
6.10.3 Pre-defined logging at organization level ... 80
6.10.4 Pre-defined logging for file cabinet... 81
6.10.5 Pre-defined logging for workflows ... 83
6.11 System Debug Logging ... 85
6.12 General settings affecting the whole organization ... 85
6.12.1 Client Management ... 85
6.12.2 Licenses ... 86
6.13 User Administration ... 86
6.13.1 Setting up the network ID for the DocuWare login ... 86
6.13.2 Users with high security level ... 87
6.14 File cabinets in DocuWare 5 mode ... 87
6.14.1 File cabinet name ... 87
6.14.2 ADF file ... 87
6.14.3 Select lists in file cabinets without Search right ... 88
6.14.4 Field types and field indices ... 88
6.14.5 Formatting for numeric fields ... 89
6.14.6 “Unique” database field option ... 90
6.14.7 Database Fields for File Cabinets with SAP Access... 90
6.14.8 Import File Cabinet Settings ... 91
6.15 Baskets ... 92
6.15.1 Set up central baskets ... 92
6.15.2 Defining the basket view mode ... 92
6.16 Predefined workflows ... 93
6.16.1 Full-Text Service ... 93
6.16.2 File cabinet synchronization ... 94
6.16.3 Migration ... 96
6.16.4 Export... 97
6.16.5 Workflow for Restoring the index ... 98
6.16.6 File Cabinet Conversion Workflow... 98
6.16.7 AUTOINDEX workflow ... 99
6.16.8 COLD/READ Workflow ... 99
6.16.9 Scheduling Workflows Using the Hijri Calendar (Saudi Arabia) ... 99
6.17 Back Up and Restore File Cabinet Settings ... 99
6.17.1 Applications ... 99
6.17.2 Running a restore ... 100
6.18 Logging Organization... 100
6.19 Convert DocuWare 4 file cabinets to DocuWare 5 cabinets... 100
6.19.1 The Conversion Workflow ... 101
6.19.2 Registration of Storage Locations ... 102
6.19.3 Conversion to GMT during file cabinet conversion ... 102
6.19.4 Transferring file cabinet permissions ... 102
6.19.5 Database field option “Multiple documentswith same entry not allowed” ... 102
6.19.6 Full-text conversion ... 103
6.20 Importing DocuWare 4 Settings ... 103
6.21 Settings in DocuWare Administration ... 104
6.22 Summary of Required Permissions within DocuWare ... 105
7
DocuWare Windows Client
108
7.1 General ... 1087.1.1 Storage locations for post-it note (text note) and contents of annotation field ... 108
7.1.2 Handling Numbers and Date Formats ... 108
7.1.3 Computer-dependent Settings ... 108
7.1.4 Computer- and User-dependent Settings ... 109
7.2 Baskets ... 110
7.2.1 Settings in the file BASKET.INI ... 110
7.2.2 Automatic Basket Update ... 110
7.2.3 Error handling in basket mode... 110
7.2.4 Conflicts in baskets registered by more than one user ... 111
7.3 The pending box ... 111
7.4 The trash can in DocuWare ... 111
7.5 File cabinets in DocuWare 4 mode ... 111
7.5.1 Settings in the ADF File ... 111
7.5.2 The "BIG" file exten ... 115
7.5.3 CPR File ... 116
7.5.4 Field types and field indices ... 116
7.5.5 Formatting for numeric fields ... 117
7.5.6 Locking Documents in File Cabinets ... 117
7.5.7 Document name for file cabinets in DocuWare 4 mode ... 118
7.5.8 Notes on File cabinets in DocuWare 4 mode ... 118
7.6 Viewer ... 119
7.6.1 Starting the Viewer automatically in the background ... 119
7.6.2 Multiple Viewer instances... 120
7.6.5 Storing Scanner and Printer Settings (incl. TIFFMAKER) ... 121
7.6.6 Text search in the Viewer ... 121
7.6.7 Using New or Modified OCR and Barcode Configurations ... 122
7.6.8 Arabic Word Documents ... 122
7.6.9 Printer and Scanner settings ... 122
7.6.10 Predefining print quality for color printing ... 122
7.6.11 Stamp With Items in the Keyword Field ... 122
7.7 Result list ... 122
7.7.1 Document Flags... 122
7.7.2 Copying to a basket after searching in multiple file cabinets ... 123
7.7.3 Check-out: resetting the “Locked” document flag ... 123
7.7.4 Maximum Number of Hits in the Result List ... 123
7.8 TIFFMAKER ... 124
7.8.1 Functional Principle of TIFFMAKER ... 124
7.8.2 Important notes for DocuWare TIFFMAKER 5 ... 125
7.8.3 Printing on a physical printer... 125
7.8.4 TIFFMAKER as Network Printer ... 125
7.8.5 Printing multiple copies ... 126
7.8.6 Login-Cache for TIFFMAKER with RECOGNITION ... 126
7.8.7 Files under TIFFMAKER 2000 and TIFFMAKER 5 ... 127
7.8.8 TIFFMAKER Control ... 127
7.8.9 Different Modes of the TIFFMAKER ... 132
7.8.10 TIFFMAKER: Using Environment Variables in the Basket Path ... 134
7.8.11 Manually Installing and Uninstalling TIFFMAKER Printer Drivers ... 134
7.8.12 TIFFMAKER on Windows Vista, Windows 2008 and Windows 7 ... 134
7.8.13 TIFFMAKER with Windows XP 64-bit/Windows 2003 64-bit ... 135
7.8.14 Using TIFFMAKER with Roaming Profiles ... 139
7.8.15 Advanced Logging with TIFFMAKER ... 140
7.9 Office Add-In ... 140
7.9.1 Setup ... 141
7.9.2 Office Products ... 142
7.9.3 Update des Office Add-Ins ... 142
7.9.4 Office Add-In on Windows 7 ... 142
8
DocuWare Web Client
143
8.1 Computers on which Web Client Server is installed... 1438.1.1 Restarting IIS correctly ... 143
8.1.3 IIS 7: Customizing Document Size Limitations ... 144
8.1.4 Machine name ... 145
8.1.5 Logging Errors ... 145
8.1.6 Logging Document Downloads ... 145
8.1.7 Displaying Document Files in the Web Client Viewer ... 146
8.1.8 Limiting the length of select lists ... 146
8.1.9 Using Windows Performance Monitor for DocuWare Web Client ... 147
8.1.10 Web Client Server with IIS7 on Windows Server 2008, Windows Vista or Windows 7 ... 149
8.1.11 Web Client Server on 64-bit Systems ... 149
8.1.12 Windows 2003 Server 64-bit: Switching IIS and ASP.NET to 32-bit mode... 149
8.1.13 Windows 2008/Windows Vista/Windows 7 64-bit: Creating an IIS application in 32-bit mode ... 150
8.1.14 Importing Hotfix for Web Client Server Correctly ... 150
8.1.15 Session Timeout ... 150
8.2 Login ... 151
8.2.1 Using the Trusted Login with Mozilla Firefox ... 151
8.2.2 Using the DocuWare Login when Trusted Login is the Default Setting ... 152
8.2.3 Using the Trusted Login when DocuWare Login is the Default Setting ... 152
8.2.4 Forward to DocuWare-Login if Trusted Login does not work ... 152
8.3 Using Web Client... 152
8.3.1 Number of DocuWare Licenses Used ... 152
8.3.2 Print documents ... 153
8.3.3 Sending documents as e-mail in Internet Explorer ... 153
8.3.4 Sending documents as e-mail in Firefox ... 155
8.3.5 Changing Default E-mail Program ... 158
8.3.6 Retrieving documents ... 159
8.3.7 Displaying documents that are contained in DocuWare only as a reference ... 159
8.3.8 Field Mask Starting with * Wildcard... 159
8.3.9 Task Lists Require a CONTENT FOLDER License... 160
8.4 Customizations ... 160
8.4.1 Replacing Graphical Elements... 160
8.4.2 Changing Colors ... 160
9
Stamp and Electronic Signature
162
9.1 Conditions of use for electronic signatures ... 1629.2 Signature creation devices ... 164
9.3 Tablet PC ... 165
9.4 Electronic signature for Excel documents ... 166
9.7 Position of stamps for mass signature ... 166
9.8 Preloading Stamps with Form Fields ... 167
9.9 Enabling Additional Criterion for Signature Check ... 167
10
DocuWare system
169
10.1 Moving a DocuWare system ... 16910.2 Using Additional Systems ... 169
10.3 System Settings ... 170
11
DocuWare Modules
173
11.1 DocuWare CONTENT-FOLDER ... 17311.1.1 File extension of the CONTENT-FOLDER folders... 173
11.1.2 Index Fields Displayed within a CONTENT-FOLDER Group ... 173
11.1.3 Synchronizing CONTENT-FOLDER folders following a DocuWare Update ... 173
11.1.4 Settings ... 173
11.2 DocuWare RECOGNITION ... 174
11.2.1 OCR version ... 174
11.2.2 OCR for color images ... 174
11.2.3 OCR License file ... 175
11.2.4 Despeckle Setting ... 175
11.2.5 RECOGNITION for foreign formats ... 176
11.2.6 Using New and Modified RECOGNITION Templates ... 176
11.2.7 Using New or Modified OCR and Barcode Configurations ... 176
11.3 DocuWare ACTIVE IMPORT ... 176
11.3.1 ACTIVE IMPORT with Office 2010 ... 177
11.3.2 E-mail job in public folders ... 177
11.3.3 Index assignment via the Metaindex file ... 177
11.3.4 External conversion programs ... 182
11.3.5 Information about Index Expansion through CSV files or text files with delimiters ... 182
11.3.6 Adopting the send or receipt date on e-mails as an index criterion ... 182
11.3.7 Using the Creation Date of a File as Index Criteria ... 182
11.3.8 64-Bit DSN Cannot be Selected in ACTIVE IMPORT ... 182
11.3.9 Structure of the AIBACKUP and Processed folders... 183
11.3.10 ACTIVE IMPORT Servermode ... 183
11.3.11 ACTIVE IMPORT with Navision or Informix as external database ... 184
11.3.12 Fields of the e-mail address book available in ACTIVE IMPORT... 184
11.4 DocuWare REQUEST... 188
11.5 AUTOINDEX ... 188
11.5.1 AUTOINDEX for DocuWare 4 mode file cabinets ... 188
11.5.2 AUTOINDEX for DocuWare 5 mode file cabinets ... 188
11.6 DocuWare READER ... 191
11.6.1 Installing DocuWare READER ... 191
11.6.2 Displaying Overlays ... 191
11.7 COLD/READ ... 191
11.7.1 COLD/READ workflow ... 191
11.7.2 Storing COLD files in a DocuWare file cabinet ... 192
11.7.3 Changes to COLD configuration files ... 192
11.7.4 Using COLD/READ from DocuWare 5 with COLD/READ or AUTOINDEX from DocuWare 4 ... 192
11.7.5 Write permissions to file cabinets via COLD/READ ... 193
11.7.6 Capacity restrictions with COLD file cabinets ... 193
11.7.7 Character sets ... 193
11.8 LINK ... 193
11.9 DocuWare fulltext indexing (for file cabinets in DocuWare 4 mode) ... 194
11.10 DocuWare CONNECT to NOTES ... 194
11.10.1 Requirements... 194
11.10.2 Implementing DocuWare CONNECT to NOTES ... 195
11.10.3 Files for PDF converter... 196
11.10.4 Known Issues ... 197
11.11 DocuWare CONNECT to SAP ... 197
11.12 DocuWare CONNECT to SharePoint ... 197
12
Scanning
198
12.1 Scanning on Windows Vista ... 19812.2 ISIS Drivers ... 198
12.2.1 Installation of ISIS Drivers ... 198
12.2.2 Installing ISIS Drivers on Windows Vista and on Windows 7 ... 199
12.2.3 Scanner with ISIS Drivers: Troubleshooting ... 199
12.2.4 ISIS Driver Settings ... 199
12.3 CFM TWAIN Driver for Windows 2000 ... 200
12.3.1 Postinstalling the CFM Driver for DocuWare under Windows 2000 ... 200
12.3.2 Installation of Kofax Adrenaline Board ... 204
13.1 CD Recording ... 208
13.2 DVD Recording... 208
13.3 Burning CDs and DVDs for file cabinets in DocuWare 4 mode ... 208
13.4 Recording CDs and DVDs for DocuWare 4 mode file cabinets ... 208
14
Sample File Cabinets and Sample Baskets
210
14.1 Sample file cabinets ... 21014.2 Sample baskets ... 211
14.3 Supplying DocuWare with customized baskets and file cabinets ... 211
14.3.1 Copying the DocuWare program files to a computer... 211
14.3.2 Description of the file and directory structure ... 212
14.3.3 Editing the sample basket... 213
14.3.4 Deleting a sample basket ... 213
14.3.5 Creating a new basket ... 213
14.3.6 Editing a sample file cabinet ... 213
14.3.7 Deleting a sample file cabinet ... 213
14.3.8 Creating a new file cabinet ... 213
14.3.9 Recording the the adapted DocuWare program onto your Product DVD ... 214
14.3.10 Testing the Modified Sample Baskets and File Cabinets ... 214
15
Appendix
215
15.1 Displaying Documents in the Windows Client and Web Client Viewer ... 21515.2 The Code pages available for the OCR in DocuWare ... 220
15.3 Paper formats which are supported by the OCR ... 223
15.4 List of Supported Scanners ... 224
15.5 Certified Scanners ... 240
15.6 Supported CD Recorders ... 240
15.7 Supported DVD Recorder ... 240
15.8 List of supported CD- DVD- and Blu-ray-Disk-formats... 247
15.9 Certified Products ... 247
15.10 DocuWare Viewer Windows Client: List of Supported Formats ... 247
15.11 DocuWare Web Client: List of File Formats Supported for Display ... 252
15.12 Error Messages ... 259
15.12.2 TIFFMAKER Error Messages ... 261 15.12.3 Error Messages: Recording CDs for DocuWare 4 mode file cabinets ... 262 15.12.4 Error Messages: COLD ... 263
The following sections are new, or have been modified since the previous version:
Release Notes, New Features and Changes
Important notes (on page 15)
New Features of DocuWare 5.1c Since 5.1b Service Pack 3 (on page 17)
DocuWare Installation and Update
Features of Windows Server 2008 R2 64 bit Using Add-On Modules (on page 46)
Country Codes for Windows Installer and .NET Framework (on page 31)
DocuWare Administration
Notification Server (on page 74) Full-Text Service (on page 93) SL and MST Files
Changing the RAM Size of the Tomcat Server
Summary of Required Permissions within DocuWare (on page 105)
DocuWare Windows Client
Stamp With Items in the Keyword Field (on page 122) Advanced Logging with TIFFMAKER (on page 140) Office Add-In (on page 140)
DocuWare Web Client
IIS 7: Customizing Document Size Limitations (on page 144) Displaying Document Files in the Web Client Viewer (on page 146)
New and Modified Chapters
Session Timeout (on page 150) Machine Name (on page 145)
DocuWare Add-On Modules
2.1
Important notes
Web Client with Firefox 4
There is currently no .NET add-on for Firefox 4. This means that if you use DocuWare Web Client in Firefox 4 you cannot run ClickOnce applications. This affects:
Sending e-mails from Web Client
Installing Smart Connect (http://help.docuware.com/de/#t49958) Client (Web Client > My DocuWare dialog > Start tab > Install desktop applications)
Installing Windows Explorer Client or Upload Service using Web Client (My DocuWare dialog > Start tab > Install desktop applications). As an alternative, you can install these components using the DocuWare Setup.
To get around this problem, you can simply use the previous version 3.6 of Firefox.
Notes about DocuWare
To install DocuWare, you need Internet Explorer 5 or higher.
DocuWare is no longer tested in Windows 95, Windows 98 or Windows Me.
For Windows 2000 you need Service Pack 4, for Windows XP Service Pack 1, and for Windows 2003 also Service Pack 1.
Please note the following sections for Windows Vista:
Context-sensitive help on Windows Vista and Windows 7 (on page 23) DocuWare Update Service on Windows Vista and Windows 7 (on page 39) TIFFMAKER on Windows Vista, Windows 2008 and Windows 7 (on page 134)
Web Client Server with IIS7 on Windows Server 2008, Windows Vista or Windows 7 (on page 149) Installing ISIS Drivers on Windows Vista and Windows 7 (see "Installing ISIS Drivers on Windows Vista and on Windows 7" on page 199)
Please note the following sections for Windows 7:
Context-sensitive help on Windows Vista and Windows 7 (on page 23) Installing DocuWare on Windows 7 (on page 29)
DocuWare Update Service on Windows Vista and Windows 7 (on page 39) Opening DocuWare Administration on Windows 7 (on page 70)
Release Note: Innovations and Modifications
DocuWare Service Control on Windows 7 (see "DocuWare Service Control under Windows 7" on page 70)
TIFFMAKER on Windows Vista, Windows 2008 and Windows 7 (on page 134) Office Add-In on Windows 7 (on page 142)
Web Client Server with IIS7 on Windows Server 2008, Windows Vista or Windows 7 (on page 149) Installing ISIS Drivers on Windows Vista and Windows 7 (see "Installing ISIS Drivers on Windows Vista and on Windows 7" on page 199)
If you use Web Client with Firefox 3.5 and want to send documents by e-mail from Web Client, you need to install the Firefox add-on Microsoft .NET Framework Assistant. This happens
automatically when you install .NET 3.5 SP1. (See also section 7.3.4 Sending Documents as E-Mail in Firefox)
If you also use the computer on which the DocuWare full-text indexing service (only for file cabinets in DocuWare 4 mode) is installed as a DocuWare workstation, you can only use the OCR in other DocuWare modules if the service has been stopped.
The DocuWare installation requires Windows Installer 3.1 and .NET Framework. If the correct versions are not already installed on a 32-bit system, the setup program automatically installs them. In the case of a 64-bit system, you must manually install Windows Installer 3.1 and .NET Framework. To do this, launch the following files from the DocuWare DVD:
- DocuWare and Modules/ DotNetFx/64Bit/NetFx64.exe for the installation of .NET Framework 2.0 in English.
Depending on the DocuWare language version, you may also have to install the langpack.exe for .NET Framework. This is located in the subdirectories DocuWare and Modules/DotNetFx/32bit or 64bit in the languages of the DocuWare DVD.
- For a 2003 Server operating system:
DocuWare and Modules/Windows Installer/WindowsServer2003-KB898715-x64-enu.exe - For Windows XP
DocuWare and Modules/Windows Installer/WindowsXP-KB898715-x64-enu.exe.
2.2
Upgrading from DocuWare 5 to DocuWare 5.1
When upgrading from DocuWare 5 to DocuWare 5.1 please note the following:
When upgrading from DocuWare 5.0 to 5.1 you cannot re-use any of your existing conversion workflows because the database structures are different in DocuWare 5.1. Therefore, please run your conversion workflow before you do the update, or re-create it afterwards.
DocuWare 5.1 no longer supports multiple satellite definitions as a sychronization type. This means that workflows that are based on a multiple satellite definition are deleted during an update from DocuWare 5 to DocuWare 5.1.
The DocuWare 5.1 Setup program checks whether the tables from the DocuWare 5.0 file cabinet can be imported without problem into the DocuWare 5.1 tables. If this test detects an error, the DWTransformSim utility starts up automatically. This utility simulates the transformations of the DocuWare 5.0 tables into DocuWare 5.1 mode, identifies any settings that cause a conflict and generates an error report. Once the DWTransformSim utility has terminated, the setup of DocuWare 5.1 is aborted.
The error report is stored as a zip file in a temporary folder which is visible in the Explorer. If necessary, send this zip file to the DocuWare Support team.
2.3
Changes concerning the rights
Setting Stamps
In DocuWare 5.0, users could set a stamp on a stored document if they had either the "New annotations" right or the "Change annotations" right, or a combination of both rights, in the
"Overlays" category of the file cabinet profile. In DocuWare 5.1, however, users must also have enabled the "New stamp" right in the "Overlays" category before they can set stamps. You should therefore make sure that all users who work with stamps in DocuWare 5.1 have enabled the "New stamp" right in their file cabinet profile(s). Otherwise, users who were able to set stamps in DocuWare 5.0 may find that they can no longer do so in DocuWare 5.1.
Deleting Annotations
In DocuWare 5.0, users could delete annotations from documents if they had the "Change annotations" right in the "Overlays" category of the file cabinet profile. To be able to delete annotations in
DocuWare 5.1, users explicitly require the "Delete annotations" right in the "Overlays" category. You should therefore make sure that all users who need to be able to delete annotations in DocuWare 5.1 have enabled the "Delete annotations" right in their file cabinet profile(s). Otherwise, users who were able to delete annotations in DocuWare 5.0 may find that they can no longer do so in DocuWare 5.1.
Appending Documents
In DocuWare 5.0, users who wanted to append a document from the selected basket in the result list, needed the "Append" and "Store" rights in the file cabinet profile. In DocuWare 5.1, they no longer require the "Store" right. Please note, therefore, that anyone with access to the relevant icon and/or button in the result list will be able to append documents, provided they have the "Append" file cabinet right - even if they do not have the right to store documents. This could produce a situation, after the update to 5.1, in which someone who was unable to append documents to other documents in DocuWare 5.0 is now able to do so, although they are not supposed to have that right.
2.4
New Features of DocuWare 5.1c Since 5.1b Service Pack 3
Web Client
Baskets in Web Client:
Baskets complete DocuWare Web Client; from the user’s perspective they correspond to the baskets in DocuWare Windows Client or even the baskets on your desktop.
Baskets are the place you’ll find the documents that are waiting to be processed. These could be documents that have not yet been archived, or copies of documents that have already been archived.
Upload Service:
The Upload Service automatically loads documents into a basket in Web Client at defined intervals, either from a DocuWare 5 basket on the Windows client or from any folder in the file system. Index words, annotations and stamps that may be attached to the documents are also included. Edit documents
Reply to and forward e-mails that have been archived with ACTIVE IMPORT or with CONNECT to Notes.
Release Note: Innovations and Modifications
Add annotations and stamps to all pages of multiple-page documents, irrespective of file format (PDF, Word, Excel, etc.)
Send multiple documents from a result list in an e-mail Download multiple documents from a result list in one go Print multiple documents from a result list in one go Print documents with or without annotations Open document in additional Viewer window
Forgot your password? - sending of automatically generated password Automatic login with saved user ID
Update task lists automatically (only with Task Manager or CONTENT FOLDER license)
Windows Explorer Client
In Windows Explorer Client DocuWare offers you another alternative for managing your tamper-proof archived documents - direct from Windows Explorer. This intuitive client contains all the main features for easy document management in a familiar interface.
Smart Connect
This new add-on module reads words directly from a third-party application user interface and uses them in DocuWare as search or index words. Documents in a data record open in the third-party application can be easily called up in DocuWare. A button can be displayed in the third-party
application for this purpose. It is equally easy to import words as index words for documents that you want to archive in DocuWare.
Web Client Settings
You administer new DocuWare components, especially for Web Client, in a new, browser-based user interface based on Silverlight technology. Currently, the Web Client settings include the following areas:
Configure DocuWare: Baskets, Smart Connect, e-mail notifications, OCR, CONNECT to Sharp Customize DocuWare: E-mail notifications
E-Mail Notifications (only with Task Manager License)
An e-mail notification is an e-mail generated automatically by the DocuWare system which is sent whenever a particular event concerning a document archived in DocuWare occurs. Individual e-mail notifications always relate to documents in a DocuWare file cabinet.
Full Text
You also have some new options for the full-text search: phrase search, distance search, sort search results by relevance
CONNECT to Sharp
DocuWare now offers a completely new version for connecting Sharp multifunction printers to DocuWare, in addition to the previous one. With this version, you can not only store the documents being scanned in DocuWare file cabinets, but also in baskets in Web Client. There is also a feature directly on the MFP that allows you to select documents from a DocuWare file cabinet in order to print them.
IndexCleaner
You can use IndexCleaner to correct the index data in your file cabinets quickly and easily. It allows you to correct typing errors, for example in company or personal names, or standardize how names are written (“First name Last name” or “Last name First name”).
DWEXTENSION Administrator
The DWEXTENSION field is needed for use with Windows Explorer Client. This field is automatically populated with the document file extension of all new documents stored. For documents already archived, the system field is populated by the DWEXTENSION Administrator tool.
2.5
New Features of DocuWare 5.1b Service Pack 3 since
DocuWare 5.1 b Service Pack 2
DocuWare Web Client
Better Integration in Outlook, see Number of DocuWare Licenses Used (on page 152)
General New Features
Improved signature check, see Enabling Additional Criterion for Signature Check (on page 167)
Searching with logical operators, see Retrieving documents (on page 159)
Administration
Login with URL integration: The preferred login procedure – Trusted Login or DocuWare Login –
as defined in the access settings of the Web instance, is now also used when creating hyperlinks for URL integrations
Adjustable maximum length of select list on Web Client Server, see Limiting the length of
select lists (on page 146)
Integrating external user directories: As of Service Pack 3, you can also connect external user
directories to DocuWare via LDAP or Active Directory, if they contain more than 1000 users. There is no longer a size limit.
New GAPI features: Document checkout and workflow control. See GAPI documentation on our
Release Note: Innovations and Modifications
Modules
CONNECT to Notes: New variants for document archiving: DXL and PDF&DXL.
ACTIVE IMPORT: Even in the basic version (without license add-on module), you can now integrate
external conversion programs.
IT Environment
Windows 7 is supported as an operating system.
Browser for Web Client: Firefox 3.5 is now also supported.
2.6
New Features of DocuWare 5.1b Service Pack 2 since
DocuWare 5.1 b Service Pack 1
DocuWare Web Client
Send documents by e-mail: Now you can send documents direct from the Web Client by e-mail: as a
DocuWare document, as an original file or as PDF. With the PDF format you can also choose whether or not to include in the PDF file any annotations and stamps that may have been applied to the document in the DocuWare Viewer. Documents can be sent from result lists, task lists and from the Viewer. You can also choose to send only the currently displayed page or the current file of a document you have opened in the Viewer. The mail functionality requires a Simple MAPI-based e-mail system on the local client PC.
Send hyperlink to document or result list by e-mail: Rather than sending a document by e-mail you
can now just send a link to this document. You can even send the hyperlink to a whole result list or task list at the click of a button.
Download documents: You can now download documents not only as a DocuWare document, but also
as an original file or as PDF. With the PDF format you can also choose whether or not to include in the PDF file any annotations and stamps that may have been applied to the document in the DocuWare Viewer
Display documents fit to width without white margins: This option removes the white margins
around a document, thus making optimum use of the display area in the Viewer. The document is displayed that much larger and is easier to read, without taking up any more space on screen.
Quick input option for date: As on the Windows client, simply press the x key in a date field. Then use
the - and + and < and > keys to scroll through the dates one day at a time.
Large menu bars: The menu bars for search and store dialogs and task lists are now displayed one
under the other as wide bars. Another really useful thing: as well as the dialog name, they now contain the file cabinet name as well. When you open a dialog, the entire menu block shrinks back to its previous familiar size to make space for the dialogs.
Buttons for new file cabinet dialogs immediately on Favorites menu: If the file cabinet administrator
has added a file cabinet dialog to the Web instance you use and you have the right to use this dialog, it will be displayed immediately on your Favorites menu. Previously you would have had to enable the new dialogs in "My DocuWare".
Web Client in separate browser window: With this option the Web Client opens in a new browser
window that contains neither the menu bar nor the navigation bar. The size and position of this window is unrelated to the actual browser window and is saved when you close the window.
Number of results in title of task lists and result lists: The title bar of result lists and task lists now
also shows the number of results.
Checksum control: Immediately you display a document, two icons on the title bar of the Viewer show
you whether or not this is the original version of the document.
Edit DocuWare password on Web Client: If you want to change your DocuWare password, you can
now do this not only as before in DocuWare Administration, but also on the Web Client.
Web Client: Integrationen
Immediately display first document in result list: For integrations also you can define that the
first document in a result list or task list is immediately displayed in the Viewer. Unlike the Viewer integration on its own, the result/task list is presented to the user in addition to the Viewer.
URL integration with encrypted URL: When parts of the Web Client are integrated in other
applications, the URL used to call up the integration can be encrypted.
Login with URL integration: If you use parts of the Web Client in a URL integration with personal
login (i.e. not via a guest login), the trusted login is tried first using the Windows ID. If this does not work, the DocuWare Login page opens, on which users can authenticate themselves with the DocuWare login.
Administration
Reset fulltext: DocuWare allows you to reset the fulltext at three different levels:
- Catalog and tree structure
- Catalog, tree structure, and index tables
- Catalog, tree structure, index tables and text extracts
Fulltext - Filter documents to be read: You can now filter the documents from which to read text
for the fulltext catalog: either directly by document ID (DocID) or by number of most recent documents.
Fulltext - Optimized text extraction from PDF documents: New algorithms for extracting text,
especially from PDF files produced by scanning, guarantee better results for fulltext indexing.
AUTOINDEX: You can modify all the settings of an AUTOINDEX workflow after it has been set up.
Web instance: HTTP address can be modified afterwards
File cabinet creation: When you create a new file cabinet, you can specify directly in the wizard
the Web instances in which the file cabinet should be available.
System settings backup and restore: You back up system settings, for example all data
connections, storage locations for documents and all user administration settings, in an XML file. You can mail this for service purposes and import it into another system. The new features are: - The restore is now released for live systems.
- Database independence: the database of the system into which the restore is imported can be of a different type from the one in the system from which the backup was generated.
Logging at debug level for DocuWare system: Using a menu command you can choose to enable
logging at debug level for the whole DocuWare system or only for certain elements such as Content Server or DocuWare Administration.
Release Note: Innovations and Modifications
Import logging files: Logging files in XML format that were created since DocuWare 5.1b Service
Pack 2 can be reimported and displayed in the DocuWare logging dialog.
Dialog for displaying logging files expanded: You can expand the dialog used to display logging
files if necessary. You can then read the full contents of each logging entry under the table of logging entries.
Advanced logging for the Web Client: In addition to the existing Web Client logging, which
contains the access activity, you can also log details about the session. You can also monitor the performance of the application.
Predefined view for baskets: As administrator you can define in particular for centralized baskets,
the mode in which a basket should initially be displayed for each user: List, List and Info, Thumbnail or Thumbnail and Info. The users to whom this basket is assigned will initially therefore all use the same view, although they can change it individually. (See also Defining the basket view mode (on page 92) and Settings in the file BASKET.INI (on page 110))
Central baskets cannot be deregistered: Baskets that are centrally administered and assigned to
individual users can no longer be deregistered by the respective users.
Modules
CONNECT to SharePoint: CONNECT to SharePoint integrates Microsoft Office SharePoint with the
DocuWare integrated document management system. SharePoint users have an ideal solution for storing documents directly from SharePoint and lightening the load on their libraries.
CONNECT to Notes: Starting with Service Pack 2, Lotus Notes documents can be filed in DocuWare
as PDFs, as well as in original and RTF formats. Storing in PDF format provides both extra comfort and security since the Notes document structure is preserved and documents can only be read and not altered in PDF.
Advanced logging for ACTIVE IMPORT: There are now two levels of logging available for ACTIVE
IMPORT: Normal and Debug. A general logging file is also created which logs the individual jobs. At debug level for example, a logging entry is created when a RECOGNITION template is opened during an ACTIVE IMPORT job or when RECOGNITION creates several new documents by splitting a document.
Logging in RECOGNITION: RECOGNITION log files are now created with the same format and
structure as those of ACTIVE IMPORT. This provides better coverage of problems that arise during interaction of the two modules.
REQUEST documents on USB sticks or external hard disk: Documents that you wish to use with
DocuWare REQUEST can now also be stored on USB sticks or external hard disks.
2.7
HTML Help for DocuWare
Most Help programs for DocuWare are available in HTML format. However, following the latest Microsoft Security updates it is no longer possible to start up HTML helps from the network. Usually, this is no problem for DocuWare help texts, since these are copied to the LOCALPATH during setup, and since with standard installations this local path is on the local computer.
However, if LOCALPATH resides on the network, this will prevent the HTML helps for DocuWare programs from opening. There is a workaround for this problem, but this may cause security gaps. For further details about the exact settings you need for this to work, please refer to Microsoft Support on http://support.microsoft.com/default.aspx?scid=kb;en-us;892675
2.8
Context-sensitive Help on Windows Vista and Windows 7
DocuWare context-sensitive help will not open and display on Windows Vista and Windows 7, since the WinHlp32.exe file is not supplied with Windows Vista and Windows 7. If you wish to use context-sensitive help on Windows Vista or Windows 7, you must download the WinHlp32.exe file for Windows Vista or Windows 7 from the Microsoft Download Center and integrate it in your system.
Link to download file for Windows Vista
(
http://www.microsoft.com/downloads/details.aspx?FamilyID=6ebcfad9-d3f5-4365-8070-334cd175d4bb)
This Microsoft page also contains a link to related Microsoft Knowledge Base articles.
Link to download file for Windows 7
(
http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=258aa5ec-e3d9-4228-8844-008e02b32a2c)
2.9
System Requirements
Note the following requirements needed to install DocuWare:
Operating systems
Client and server components Windows 2000 Professional SP4 Windows 2000 Server SP4 Windows XP Professional SP2, Windows 2003 Server SP1 Windows Vista Windows 2008 Server Windows 7
(DocuWare server components do not require a server operating system, although Windows XP only allows a maximum of 10 client connections)
Web Client Server:
Win XP Professional SP2 (at most 10 client connections) Win 2003 Server SP1
Windows Vista Windows 7
for Windows Server 2003 64bit: DocuWare 5.1b with SP1 or higher
for Windows Server 2008 64bit: DocuWare 5.1b with SP1 or higher and the Windows component IIIS 6 Management Compability
Windows 7 mit 64bit: DocuWare 5.1b mit SP1 or higher and the Windows component IIS 6 Management Compability
Release Note: Innovations and Modifications Client: Windows 2000 Windows XP SP2, Windows 2003 Server SP1 Windows Vista Windows 2008 Windows 7
Supported browsers are: Internet Explorer 6, 7 and 8 as well as Firefox 2, 3 and 3.5. INTERNET-SERVER
Server:
As DocuWare Client Client:
All current operating systems and browser models
Other information
Hardware
Server: Pentium IV, 2 GB RAM
Client: Pentium IV, 512 MB RAM, 1 GB recommended
Single user / mobile workstation: Pentium IV, 512 MB RAM, 1 GB recommended Storage
Supported external databases:
MySQL: 5.0 (with a new installation of DocuWare 5.1b at most 5.0.83, only after the installation of Servie Pack 3 of DW5.1b a newer version of MyQSL 5.0 can be used)
MS-SQL: Versions 2000, 2005 and 2008 Oracle: as of Version 9.2
Storage for document files: Windows-, Linux-, SUN- and Novell file system and others with
Windows file system support, PoINT Jukebox Manager
Additionally with DocuWare ENTERPRISE Server Edition: Content Addressed Storage (CAS), NetApp Storage Solutions
Hard disk space requirements
Once installed, the DocuWare program files take up around 375 MB without INTERNET-SERVER and around 445 MB including INTERNET-SERVER. The storage volume is distributed between the DocuWare database (ca. 72 MB), the servers: Authentication Server (ca. 6 MB), Content Server (ca. 7 MB),
Workflow Server (ca. 109) and INTERNET-SERVER (ca. 70 MB), and the client (ca. 180 MB). However, the DocuWare installation needs more space than that occupied by the DocuWare program files, since files are always copied to the Windows System directory (e.g. C:\Windows\Installer) at installation. Both the servers and the client also require temporary storage space during the installation process. Because DocuWare also always needs storage space in the Windows system's temporary directory, e.g. C:\temp, you must make sure the necessary space is available and that you have the right to store files there, regardless of the drive on which you are installing DocuWare. In the case of a single workstation installation, for example, the installation program requires a maximum of 700 MB temporary storage space, around half of which must be on the drive on which the Windows system resides.
The operating system of the computer on which you store the DocuWare program files must support long filenames (longer than 8 chars.) Some of the DocuWare program files are no longer obey the restrictions of the MSDOS file format standard.
3.1
Allgemeine Informationen
3.1.1
Web Client Server Update from DocuWare 5.1b SP1 to SP3
If Web Client Server is upgraded from DocuWare 5.1b Service Pack 1 to Service Pack 3, two copies of the Web Common directories of the existing Web instances are created during installation instead of just one. The copies include the date and time in the directory name. The older first copy contains the version of the Web Common directory before the service pack was installed. The newer second copy on the other hand contains the same version as the updated Web Common directory after the service pack was installed and can be deleted.
3.1.2
Update to Any Service Pack for DocuWare 5.1b
New Start Files for Installing the Service Pack
To install the service packs of all DocuWare modules, you run either the relevant msp files or the new exe files. The names of these exe files are:
AuthenticationServerSetup.exe ContentServerSetup.exe DocuWare5Client_EnglishSetup.exe DocuWare5Client_GermanSetup.exe ImagingServerSetup.exe InternetServerSetup.exe SAPHTTPServerSetup.exe WebClientServer_EnglishSetup.exe WebClientServer_GermanSetup.exe WebServicesSetup.exe WorkflowServerSetup.exe
You must use these exe files if you are installing on Windows Vista and 2008, as this is the only way to
ensure that you are performing the installation with the rights of an administrator. Also, unlike the msp files, the exe files have the advantage that the names of the files are easier to assign to the modules. Naturally, you can use the exe files for all other Windows operating systems as well.
Installing New Servers or Clients after an Update
After unpacking the Service Pack 1 ZIP file into the "dwupdate" directory of the DocuWare 5.1b setup (SETUPPATH), you will find it contains the directory "Fix51b0100" and the directory "Fix51a0100". The
Installation and Update of DocuWare
reason for both directories being created is due to a problem in the setup program of DocuWare 5.1b. By creating the two folders we solve the problem: When you install new modules, or a new DocuWare client or server, the setup program looks for the "netcommon" directory needed for the installation in the "Fix51a0100" folder instead of in the "Fix51b0100" folder. This is why the Service Pack 1
installation creates both the "Fix51a0100" directory as well as the "Fix51b0100" directory. The
"Fix51a0100" directory contains only the "netcommon" directory. Unlike the installation program, the update service looks in the correct path "Fix51b0100". There is no danger of overwriting an existing "Fix51a0100" when you unpack the ZIP file, since there was no Service Pack 1 for DocuWare 5.1a. Alternatively, you have the possibility to run the installation directly, by executing the msi file for the relevant module:
msiexec /i "<path to msi file including this file>" NETCOMMON="<path to NETCOMMON folder under folder Fix51b0100, including the NETCOMMON folder>"
dwDocuWare.msi for installation of an English DocuWare Client
dwDocuWare<Lang>.msi for installation of a DocuWare Client in that language dwAuthenServer.msi for installation of Authentication Server
dwContentServer.msi for installation of Content Server dwImagingServer.msi for installation of Imaging Server dwInternetServer.msi for installation of INTERNET-SERVER dwSAPHTTPServer.msi for installation of SAT HTTP Server
dwWebClientServer.msi for installation of a Web Client Server (user guidance during installation in English)
dwWebClientServer<Lang>.msi for installation of a Web Client Server (user guidance during installation in that language)
dwWebServices.msi for installation of Web Services dwWorkflowServer.msi for installation of Workflow Server
Example for installation of an English DocuWare Client:
msiexec /i "\\Software\DocuWare\DW5\Setup\DocuWareClient\dwDocuWare.msi" NETCOMMON=""\\Software\DocuWare\DW5\Setup\DWUpdate\Fix51b0100\NETCommon"
3.1.3
Update to DocuWare 5.1a or 5.1b
As from DocuWare 5.1a the standard format for color documents generated by TIFFMAKER is PNG (previously it was JPEG).
We recommend PNG format because it supports lossless compression and thus provides much better quality for most TIFFMAKER applications. This applies in particular to text and computer graphics. Existing TIFFMAKER configurations also adopt PNG as the standard format when you update to DocuWare 5.1a or 5.1b.
If you want TIFFMAKER to generate a different file format, you can modify the configurations accordingly. To find out how to do this, read chapter Functional Principle of TIFFMAKER (on page 124)
3.1.4
Keep entries after updating to DocuWare 5.1a
If the Keep entries option is enabled for a search or store dialog in DocuWare Administration, the first time you open the search or store dialog after updating to DocuWare 5.1a, there are no entries in the index fields. You must enter the keywords once manually. After that they will be available as usual the next time you open the dialog.
3.1.5
Update to DocuWare 5.1
Fix 5.0 for DocuWare 5.0 must be installed before the DocuWare Update Service can run the update to DocuWare 5.1.
Important note when updating Content Server
This information is important for all installations that use an MS SQL database. If you are using the DocuWare internal database, a MySQL database or an Oracle database for the DocuWare
installation, the following specifications are not relevant to you.
When you update to DocuWare 5.1, the Content Server setup (in contrast to the installation of version 5.0), must be able to access the file cabinet tables in the database. To avoid problems when updating the server, you must therefore make sure that Content Server has access to the database. If a trusted login is defined for the database connection (by default this is the "Content" database connection) in DocuWare Administration, a trusted login must also be defined from the Content Server setup for the Windows user at database level. Alternatively, you can go to DocuWare Administration and define a fixed login to be used by the Content Server setup for the database connection.
3.1.6
Special characteristics of DocuWare BUSINESS
For administering file cabinets in DocuWare 4 mode, the database tools from DocuWare 4, including Database Converter, DWDBAdmin and DWRestore are also installed with DocuWare 5. These programs are not available for DocuWare BUSINESS, even though they are displayed on the Start menu.
DocuWare CONNECT to eCopy is the only add-on module that can be used with DocuWare BUSINESS.
3.1.7
Special Features of using MS SQL 2000 Server as a Database
The following description only applies to the German and English versions of DocuWare 5.1 without Fix 1.
If you are using an MS SQL Server (2000 or 2005) with a new installation of DocuWare, the following two dialogs will appear when you install Authentication Server. Click OK in response to each one, to allow the installation to be completed successfully.
Installation and Update of DocuWare
3.1.8
Special Features with Windows Server 2003 x64
When you install DocuWare on a computer with Windows Server 2003 x64, you receive a message telling that you need to install Windows Installer 3.1 before you can install DocuWare. When asked if you want to install the Windows Installer now, click "No", because the installation must be carried out manually.
We recommend doing the following before installing DocuWare:
In the case of a 64-bit system, you must manually install Windows Installer 3.1 and .NET Framework. To do this, run the following executables from the DocuWare DVD:
- DocuWare and Modules/ DotNetFx/64Bit/NetFx64.exe to install .NET Framework 2.0 in English The langpack.exe for .NET Framework should also be installed for the relevant DocuWare language version. These are stored in the sub-directory DocuWare and Modules/DotNetFx/32bit respectively 64bit and include the languages of the DocuWare DVD.
- for a 2003 Server operating system
DocuWare and Modules/Windows Installer/WindowsServer2003-KB898715-x64-enu.exe - for Windows XP
3.1.9
Special Features of Oracle Databases with Clients on 64-bit Computers
If you use an Oracle 10 database in your DocuWare installation and you want to install a DocuWare 5.1b client on a 64-bit computer, this usually does not work. The reason for this is that the Oracle driver cannot read computer names which contain brackets or spaces, whereas 32-bit software applications like DocuWare are stored by default in the "C:\Programs (x86)" folder.
To get around this problem, simply install the DocuWare client software in a different directory, e.g. "C:\DocuWare".
3.1.10
Installing DocuWare on Windows 7
Planning the Installation
When installing any software, Windows suggests that the files be installed on this path: C:\Program Files. This is also the case when installing DocuWare. If you have User Account Control running on the computer where you wish to install DocuWare Windows Client, you will only have read access to this path after installation. This leads to the restrictions listed below. If you wish to have more than read-only access, install DocuWare Windows Client on another path, e.g. C:\DocuWare.
DocuWare 5 Reporting: The report files cannot be written
DocuWare REQUEST: An image cannot be created (only direct burning or file export possible) The DocuWare sample file cabinet cannot be installed
Running the Installation
To install DocuWare, you always need Windows Installer 3.1, so the Setup checks to see that this exists on the computer. Even if this is usually the case for a Windows 7 operating system, a misleading message appears saying that Windows Installer must first be installed. If this message appears, simply click ‘No’.
You can then install DocuWare without any further complications.
3.1.11
Using Validations after Updating from DocuWare 5.1 to DocuWare 5.1 Fix
The following description applies only to importing a fix for the German or English version of DocuWare 5.1 (without a fix).
Installation and Update of DocuWare
After the update, validations that were imported into DocuWare 5.1 before the fix can no longer be used. For DocuWare 5.1 with Fix 1, the program libraries that receive the validations must be slightly modified and recompiled. Proceed as follows:
1. For each validation method, delete "ref" in front of the "ValidationFieldList indexData" parameter.
Example:
Old version: public override bool ValidateIndexData(ref ValidationFieldList indexData, ref string
errorMessage, ValidationInfo info)
New version: public override bool ValidateIndexData(ValidationFieldList indexData, ref string
errorMessage, ValidationInfo info)
2. After making the change, compile the program library/libraries. Do this using the DocuWare.ValidatorBase.dll, which was installed with Fix 1 for DocuWare 5.1. 3. Stop Workflow Server.
4. In the directory used for validations, replace the old program libraries with the new ones. 5. Start Workflow Server.
You do not have to reassign the individual validation types to the file cabinets and fields. These will be
adopted from the existing configuration.
3.1.12
Using GAPI Applications
The following description only applies to the update for the German and English DocuWare versions of DocuWare 5.1 to DocuWare 5.1 Fix 1.
Fix 1 requires any GAPI applications you are using to be rebuilt.
3.1.13
Installing INTERNET-SERVER after a DocuWare Update
The following description applies only to the German and English versions of DocuWare.
If you installed DocuWare 5.1, then imported a fix and you now wish to install INTERNET-SERVER, you must first do the following:
Copy the "NetCommon" folder contained in the fix as a subfolder and overwrite the "NetCommon" folder in the Setup path. Now you can install INTERNET-SERVER.
3.1.14
Downgrade for Licenses
It is not possible to downgrade DocuWare licenses, for example from DocuWare ENTERPRISE Server to DocuWare PROFESSIONAL Server.
3.1.15
DocuWare on Windows Start menu
If you remove the folder with the link to DocuWare or the links to the individual DocuWare products from the Windows Start menu, each time you start a DocuWare program the link to this program will be recreated in its original location on the Start menu.
If you move the folder on the Start menu with the link to DocuWare or the links to the individual DocuWare products into another area of the Start menu, each time you start a DocuWare program the link to this program will also be recreated back in its original location on the Start menu.
3.1.16
Setup and Update of several DocuWare systems
DocuWare Setup remembers the settings defined in the central SETUPPATH. It then uses these as defaults when DocuWare Setup is run in future – especially the DocuWare Client Setup. For this reason it is not possible to start two DocuWare systems from the same SETUPPATH. Should you have both a test system and a production system, for example, you will need to copy the DocuWare program files from the DVD to two different locations and then install and update each of the two systems from the corresponding copy of the files.
3.1.17
Country Codes for Windows Installer and .NET Framework
The folders for the Windows Installer and the .NET Framework which are on the DocuWare setup DVD are named with a corresponding number code which stands for a certain language version. The following numbers are allocated to the following languages:
Number Language 1025 Arabic 1026 Bulgarian 1031 German 1032 Greek 1033 English 1036 French 1040 Italian 1043 Dutch 1045 Polish 1046 Portuguese (Brazilian) 1049 Russian 1050 Croatian 1053 Swedish 3082 Spanish
Installation and Update of DocuWare
3.2
Client-Update
When a DocuWare client is updated, the modules already installed on the client are updated. The "DocuWare 5 Client Setup - Module Selection" dialog does not appear for an update.
If you want to install additional modules or ISIS scanner drivers on a client, run the setup again when the update has finished, go to Control Panel and select Add/Remove Programs - DocuWare 5 Client - Change.
3.3
New DocuWare installation
When installing DocuWare from scratch, you can decide between a single-user or mobile user installation, and a multi-user installation. For details please refer to your Installation Guide. For a multi-user installation, you first need to instal the database and the DocuWare Servers on a central computer. The DocuWare Client is then installed manually on each individual computer via the network or by using the Installation DVD, or the Silent Setup.
3.3.1
DocuWare Database
The Setup program contains a certain number of parameters which are pre-defined for installating the DocuWare database.
If you want to manually install an MySQL database and use this as a DocuWare database, you need to copy the following settings:
Database: "Transactional database only"
Number of concurrent connections: "Online Transaction Processing", i.e. up to 500 active connections
It is obligatory to define the character set. This must be set to: Character set: Multilingualistic (UTF8)
3.3.2
Silent Setup
Silent Setup enables automatic installation of DocuWare via the network. It takes all necessary information from the dwsetupinfo.ini file.
Procedure:
1. Client requires a pre-installed version of Microsoft .NET Frameworks. You can use the installation package named donetfix.exe on the DVD.
Alternatively, you can install this environment automatically by using the following command line: start /wait <path>\dotnetfx.exe /q:a /c:"install /l /q"
2. If at all possible a copy of the complete DocuWare DVD ought to be made available in a central location with read permission for all users. This is usually done through a File or Application Server. 3. Modify the dwsetupinfo.ini file so that its settings match your DocuWare environment. The Setup program looks for this file in the DocuWare Setup Root directory, i.e. on the same level as the DWSetup.exe. [InternalDatabase] DatabaseServer=WINXPPROSP2ENGR DatabasePort=3306 DatabaseType=MySQL [AuthServer] AuthenticationServer=WINXPPROSP2ENGR AuthPort=9000 Organization=DocuWare [Paths] InstallDir=C:\DocuWare\ DatabaseTemplatePath=C:\C2NTPL\ [COLD] COLDPath=C:\DocuWare\COLD\ TempPath=C:\DocuWare\Temp\ COLDViewer=C:\WINDOWS\Notepad.exe COLDLog=C:\DocuWare\COLD\Coldread.log Protocol=C:\DocuWare\COLD\Cold.log [Modules] TIFFMAKER=1 UpdateService=0 TabletPC=1 CONTENTFOLDER=0 RECOGNITION=0 AUTOINDEX=0 COLDREAD=0 LINK=0
Installation and Update of DocuWare
C2NClientComponent=0 C2NDatabaseTemplates=0
Optionally, you can specify the internal database; however, it is mandatory that you specify the Authentication Server for registration and authentification of users. In the Section modules, change the value to 1 if you wish to install any modules.
4. The Silent installation command looks like this:
msiexec /i <Pfad>\DocuWareClient\dwDocuWare.msi DWUSERNAME=karl DWUSERPWD=karlpwd WINUSERNAME=karl WINUSERPWD=karlpwd
NETCOMMON=<Pfad>\DWUpdate\<Fix0x00>\NETCommon\ /liwearmo C:\SilentSetup.log /q
The setup path for the installation must be entered at <Path>. At the <Fix0x00> value, the folder of the fix available in the DWUpdate folder must be defined with the highest number (e.g.: Fix0400). The language used for the client installation depends on the MSI package selected.
German client: dwDocuWareGerman.msi English client: dwDocuWare.msi
Note that the named DocuWare user must be an organization administrator in DocuWare
WINUSERNAME and WINUSERPWD are optional. However, these entries are required if you wish to include the Update Service in the installation, since this particular user is then use for initiating the service.
5. We recommend to write this command into a batch file. Here is an example of how to write such a file in an effective manner:
Start the file off with the @echo off command in order to suppress the display of subsequent commands on the screen.
The entry "NEWORGANIZATION="Test organization" is only required for installing DocuWare 5.1 in German and English. This entry is not required for installing DocuWare 5.1 in other languages, although its presence does not cause problems.
Since you cannot access all UNC paths from command line level, we use the net use command to create a temporary drive just for the installation.
6. It is best to copy this batch file into the central directory – the one where you have installed the DVD (see point 1) and to allocate execute permission only – to prevent anyone from editing this file, or reading the information it contains.
7. The installation then takes place automatically, in the background, without user intervention. To reassure yourself that it is happening, look for the msiexec process in the Task manager. Any error messages are logged in the Setup log and the event indicator of the computer.
8. To install the appropriate fix immediately after installation of the Client, enter this command: msiexec /p <path>\DWSetup\DWUpdate\<file_name of Fix> /q
The Single Workstation / Mobile User installation type and the individual server modules CANNOT be used in Silent mode.
3.3.3
Components and Modules
When you install the DocuWare client, TIFFMAKER and the DocuWare Update Service are installed. In order to install any DocuWare modules, you must activate these when installing the DocuWare client. If you select DocuWare add-on modules here for which you do not own a license, you will not be able to launch the module, even if you have enabled it here.
For further details about installing components and modules, please refer to the Installation Guide.
Subsequent installation of additional modules
If you call up the DocuWare installation routine again, it will locate the existing DocuWare installation and offer you the option to Repair or Change. Using Change allows you to add any DocuWare modules that you have not previously installed.
3.3.4
Using wrong passwords when installing servers and services
If you enter an incorrect password while installing Authentication Server, Content Server or Workflow Servers and the client of the Update Services under Windows XP or Windows 2003, you get an error message immediately so that you can enter the correct password at once.
Under Windows 2000 however, the system proceeds with the installation, generating an error message only when you start up the server or service. You can then correct the password in the Windows service administration.
3.3.5
Installation after Uninstalling a Single Workstation/Mobile User Installation
When you uninstall a DocuWare 5.0 single workstation/mobile user installation, a registry key remains. Which is why, if you run a new installation on the same computer, only the Single Workstation/Mobile
