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Table of Contents
Introduction to PaperSave...3
PaperSave 5 for Microsoft Financial Edge IT Prerequisites ...3
Supported Platforms ...3
User Access & Platform Configurations ...3
Windows Server 2003 ...4
Windows Server 2008 ...5
Microsoft SQL Server ...5
PaperSave Application Server-Side Specific Configurations ...8
PaperSave’s Batch Scanning Service...8
SharePoint (Windows SharePoint Services or Microsoft Office SharePoint Server) ...8
Database Backup & Maintenance ...9
PaperSave Client-Side Specific Configurations ... 10
Workstation Updates ... 10
Internet Explorer Configurations ... 10
Enabling PaperSave for Financial Edge ... 11
Scanner Setup & Configuration ... 11
Introduction to PaperSave
PaperSave 5 for Microsoft Financial Edge IT Prerequisites
This document outlines the IT Prerequisites required to install the PaperSave application on your systems. Please contact your PaperSave installation engineer for further
assistance.
Supported Platforms
Here you will find a list of supported platforms for the PaperSave software.
Operating System(s) & Software
Windows Server 2003 (32-bit & 64-bit) IIS 6.x
Windows Server 2008 (32-bit & 64-bit) IIS 7.x
Microsoft SQL Server 2005 SP3 or greater (32-bit & 64-bit) Microsoft SQL Server 2008 (32-bit & 64-bit)
User Access & Platform Configurations
You will need to create a Windows user account that will serve as the service account for the PaperSave application system. This account must be a domain-level account (a local user account will not work). It is recommended to use an account other than the built-in Administrator account. This account will also require specific group membership. The breakouts of this membership depending on your platform(s) are listed below.
NOTE: During the installation we verify this user name and configure its access in IIS and
NOTE: If using Kerberos authentication, the workstation object for the designated
PaperSave server must be trusted for delegation. Refer to the following Microsoft
TechNet Article for more information.
Windows Server 2003
Verify that your server has the latest service pack and Microsoft.NET Framework
update, with a minimum requirement of Microsoft .NET 3.5 SP1.
User Group(s) Comments
Administrators Must be member of local Administrators group
IIS_WPG (IIS 6.x) Allows account to run an IIS Application Pool
WSS_WPG Allows account to run a SharePoint Web Application
IIS 6.x Configurations
The PaperSave software will be installed on a Web Site hosted within IIS. If using IIS 6.x , the following must be taken into consideration. NOTE: The port used for the designated web site must be allowed to communicate via your firewall in order for the software to function properly.
IIS 6.x must support both Kerberos protocol and the NTLM protocol for network
authentication. Refer to Microsoft KB 215383 to verify.
The designated Web Site must be configured to run on a separate port from any
other web sites hosted on that server. That web site also cannot be the same site for a SharePoint web site.
The designated web site must be configured to run under ‘ASP.NET 2.0.50727’. If
ASP is not installed, follow these steps to install ASP.NET: (NOTE: The version of
ASP.NET that is installed must also match the architecture of your server) Installing ASP.NET (IIS6.0)
1. Go to “Control Panel” and double-click on “Add-Remove Programs” 2. Select “Add/Remove Windows Components”
3. Select “Application Server” and select “Details” 4. Select to install “ASP.NET” and click “OK”
5. Select “Next” and then “Finish”
If ASP is installed, follow these steps to configure the designated web site to use
1. Open Internet Information Services Manager (inetmgr) 2. Go to the Properties Windows of the designated web site 3. Go to the ASP.NET tab
4. In the ASP.NET drop down menu, select ‘ASP.NET 2.0.50727’ 5. Select ‘OK’
Windows Server 2008
Verify that your server has the latest service pack and Microsoft.NET Framework update, with a minimum requirement of .NET 3.5 SP1.
User Group(s) Comments
Administrators Must be member of local Administrators group
IIS_IUSRS (IIS 7.x) Allows account to run an IIS AppPool
WSS_WPG Allows account to run a SharePoint WebApp
IIS 7.x
The PaperSave software will be installed on a Web Site hosted within IIS. If using IIS 7.x , the following must be taken into consideration. NOTE: The port used for the designated web site must be allowed to communicate via your firewall in order for the software to function properly.
The designated Web Site must be configured to run on a separate port from any
other web sites hosted on that server. That web site also cannot be the same site for a SharePoint web site.
Microsoft SQL Server
The PaperSave database runs in Microsoft SQL Server 2005 SP3 (or greater) or 2008. Previous versions of SQL are not supported.
Another consideration for a remote SQL server is the surface area configuration. If the server is remote, you must make sure to enable Named & TCI/IP Pipes for
communication. Please make sure to enable this prior to the installation, as it requires a restart of the MS SQL server.
The service account must have the following security rights enabled in SQL.
User Group(s) Comments
Sysadmin Must be a sysadmin on your SQL server in order
to install the database. User Mapping in SQL to the
‘PaperSave’ database. Granted access as ‘db_owner’.
Will allow the service account to have full control over the PaperSave database.
User Mapping in SQL to the Financial Edge database(s). Granted access as
‘db_datareader’.
Will allow the service account read-only access to the Financial Edge database(s), which is required for the integration.
SQL Server Configurations
If your SQL server is remote from your PaperSave server, make sure that the following is enabled on your SQL server and PaperSave server.
MSDTC
PaperSave requires that MSDTC (Microsoft Distributed Transaction Coordinator) be enabled on both the SQL server and the PaperSave server (if they are remote). Refer to the following steps, depending on your operating system, to enable MSDTC. NOTE: Make sure this is enabled prior to the installation, as it requires a reboot on both servers to apply the settings.
Enable MSDTC on Windows Server 2003
PaperSave Application Server-Side Specific Configurations
PaperSave’s Batch Scanning Service
PaperSave’s Batch Scanning Service uses “watch folders” to process incoming
documents into workflow queue(s). This folder will have to be a shared folder on your network, accessible via UNC path by the users and any networked scanners. The share permissions must allow those users the following access: List Folder Contents, Read, Write & Modify.
SharePoint (Windows SharePoint Services or Microsoft Office SharePoint Server)
The PaperSave software supports integration with SharePoint, which allows you to publish documents added through the PaperSave system to external users who do not use Financial Edge. This is done by setting up a Web Application and Site Collection to use as the content storage for documents. If the SharePoint integration will be deployed with PaperSave, refer to the configurations and caveats below.
SharePoint and the PaperSave Application System must be installed on the same
server.
SharePoint and the PaperSave Application System cannot share the web
application or web port on the same server. Each site will need its own web application and web port.
A separate site collection in SharePoint will need to be created for each Financial
Edge company you plan to use with this integration.
Both your Financial Edge users and your external users will need to be added as
Database Backup & Maintenance
PaperSave stores all document content, image content, metadata and configurations in the PaperSave SQL database. If you are using SharePoint (optional), the content is stored in one of SharePoint’s content databases. After the installation, the PaperSave database, and SharePoint content database (if applicable), should be backed up on a regular basis.
PaperSave Client-Side Specific Configurations
Workstation Updates
All client workstations that will be using PaperSave, whether it is through the integration
with Financial Edge, or through SharePoint, need the Microsoft.NET 3.5 SP1 update as a
minimum requirement.
Internet Explorer Configurations
The following security settings will have to be made to each client workstation, adding both the PaperSave Application System Site URL, and the SharePoint URL (if applicable).
Add the PaperSave Service URL as a Trusted Site on the client workstation o Open Internet Explorer
o Select Tools -> Internet Options o Go to the Security Tab
o Click on Trusted Sites and then click on the Sites button o Uncheck the “Require server verification (https:)” checkbox o Enter the PaperSave Service URL select Add then Close
Configure Security for Trusted Sites
o In the Internet Options menu highlight Trusted Sites and in the Security Level for this zone section click on Custom Level
o Verify that the following settings are configured o ActiveX Controls and Plug-ins section
Download signed ActiveX controls
Prompt
Initialize and script ActiveX controls not marked as safe for scripting
Enable
Run ActiveX controls and plug-ins
Enable
Script ActiveX controls marked safe for scripting
Enable o Scripting Section
Active scripting
Enabling PaperSave for Financial Edge
You will need to register each Financial Edge company you plan to use with PaperSave. Use the following steps to register a company:
Be logged in as a Local Administrator of the workstation
Log into Financial Edge as the ‘Supervisor’ or a user with full rights to the company database.
This will create a SQL connection string between the PaperSave database and the Financial Edge company database, allowing for the storing of documents.
Scanner Setup & Configuration
Locally-Attached USB Desktop Scanners
In order to use locally-attached USB desktop scanner(s) for our ScanNow feature, the device must be TWAIN-compliant.
PaperSave Batch Scanning Service
Our batch scanning service processes scanned documents into electronic workflow queues. To use this service, you will need either a locally-attached USB TWAIN-compliant scanner, or a networked scanner able to scan to a UNC path via the SMB protocol. Both scanners are required to scan with the following output settings:
Multi-Page TIFF file type
300dpi resolution
Black & White (Monochrome or 1-bit) color
These settings are required in order for the batch scanning service to be able to read barcode coversheets, and be able to separate document stacks into queue items. To test your scanners output settings and verify if it will be compatible with PaperSave, use the
IT Sign-Off and Acceptance
In order for the installation to be scheduled, we require that all sections in the below checklist be addressed accordingly. Please address and sign off on all sections that have been successfully addressed and sign at the bottom. Please return this document to your PaperSave consultant promptly so we can schedule the installation.
IT Readiness Checklist
Activity Activity Owner Activity Signoff Status
Server Platform Updates & Configurations
Install Microsoft.NET 3.5 SP1 on the
designated PaperSave server.
Verify Computer Browser and NetBIOS are enabled.
Service Account
Create domain-level user account and grant security rights as per the
prerequisites.
Internet Information Services (IIS) Configuration
Install IIS Role on the designated server.
Verify that ASP.NET 2.0 is set to "Allow"
as a Web Extension.
Create a new Web Site and designate an available TCP/IP Port. Name the Web Site "PaperSave Application System".
Microsoft SQL Server Configuration
Verify that SQL version is 2005 or 2008.
If using SQL Server 2005, verify that Service Pack 3 (minimum) is installed. MSDTC must be enabled and configured
as per the prerequisites.
Windows SharePoint Services (Optional)
Install Windows SharePoint Services 3.0.
Configure security for the service account
Create a Site Collection designated for
PaperSave.
Configure security for SharePoint users
with "Member" access.
Desktop & Network Scanners
Ensure TWAIN compliance of local
scanner(s).
Ensure that local scanner(s) can output the required format per the
prerequisites.
Ensure that network scanner(s) can scan
to the designated watch folder.
Ensure that network scanner(s) can out the required format per the
prerequisites.
Ensure that all scanners pass tests using
the PaperSave Barcode Test Utility.
Ensure that Internet Explorer is
configured on the client workstations as per the prerequisites.
Desktop Workstation Updates
Install Microsoft.NET 3.5 SP1 on all workstations that will interface with any PaperSave components. External users that will be using the optional SharePoint integration will need this
update.
Install TWAIN drivers for workstations
with local scanners.
Hardware Specifications
Server Type Operating System Available Memory Software Version
IIS Server
Database Server
Client Software Server (Optional)
Scanners Local Networked Tested
The above items have been properly addressed and communicated to the PaperSave consultant in charge of our implementation.
Print Name Sign Date
This document has been received and properly reviewed by the PaperSave implementation team.
