PaperPort PSP Server 3

Transcription

PaperPort® PSP Server 3
SERVER ADMINISTRATOR’S GUIDE
1. Third party licenses and notices
2. Welcome
3. Installation requirements
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3.1. System requirements
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3.2. Installing prerequisites
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3.3. Pre-installation device configuration
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3.3.1. HTTPS support
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3.3.2. EIP support
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3.3.3. Simple Network Management Protocol (SNMP) support
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3.3.4. Scan Template Management support
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3.4. Setting up the network environment
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3.4.1. IP addresses and host names
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3.4.2. Configuring IIS on Windows XP
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3.4.3. Configuring IIS on Windows Server 2003
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3.4.5. Configuring IIS on Windows 7
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3.4.6. Firewall settings
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3.4.6.1. Firewall settings for Windows XP and Windows Server 2003
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3.4.6.2. Firewall settings for Windows Server 2008
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3.4.6.3. Firewall settings for Windows 7
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3.4.7. Creating temporary storage for scanned media files
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3.4.7.1. Providing SMB access to the temporary storage
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3.4.7.2. Checking SMB access
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3.4.7.3. Creating an FTP folder
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3.4.7.4. Checking FTP access
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4. Installation
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4.1. Interactive installation
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4.2. Customized installation (advanced)
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4.2.1. Extract product files to a specific folder
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4.2.1.1. Installer command-line parameters
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4.2.2. Set-up web applications in IIS manually
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4.2.2.1. Set-up web applications in IIS 5.1 and 6.0 manually
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4.2.3. Check the correct setup of web applications in IIS
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4.2.4. Changing server IP address or port after setup
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5. PaperPort® PSP Server
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5.1. Collect information in your network
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5.2. Steps to launch the Administration Tool
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5.3. Using the Administration Tool
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5.3.1. Setting the device working folder
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5.3.2. User management
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5.3.3. Device configuration
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5.3.3.1. Adding a device
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5.3.3.2. Register the PaperPort® PSP application to the device
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5.3.3.3. Unregister the PaperPort® PSP application from a device
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5.3.3.4. Removing devices
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5.3.3.5. Managing multiple devices
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5.3.4. Managing default settings
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5.3.4.1. Default folders
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5.3.4.2. Default workflows
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5.3.4.3. Default profiles
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6. Troubleshooting tips
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6.1. Logging
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6.2. Typical errors
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7. Appendix
7.1. Enabling SSL
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7.1.1. 2xx devices
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7.1.2. 76xx devices
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7.1.3. 73xx devices
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7.1.4. 56xx devices
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7.1.5. 52xx devices
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7.1.6. 72xx devices
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7.2. Enabling EIP
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7.2.1. 2xx devices
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7.2.2. 76xx devices
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7.2.3. 73xx devices
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7.2.4. 56xx devices
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7.2.5. 52xx devices
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7.2.6. 72xx devices
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7.3. Enabling SNMP protocols
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7.3.1. 2xx devices
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7.3.2. 76xx devices
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7.3.3. 73xx devices
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7.3.4. 56xx devices
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7.3.5. 52xx devices
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7.3.6. 72xx devices
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7.4. Enabling Scan Template Management
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7.4.1. 76xx devices
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7.4.2. 73xx devices
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7.4.3. 52xx devices
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7.4.4. 72xx devices
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PaperPort® PSP Server 3 – Server Administrator’s Guide
1. Third party licenses and notices
Copyright© 2002-2011 by Nuance Communications, Inc. All rights reserved.
Microsoft, Microsoft Windows, Microsoft Internet Explorer and Internet Information Services are registered trademarks
of Microsoft Corporation.
All other terms and product names may be trademarks/trade names or registered trademarks/trade names of their
respective owners, and are hereby acknowledged.
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2. Welcome
Welcome and thank you for choosing our software. This document will give you guidance on how to install the product. It
covers the following areas:
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Installation requirements and prerequisites
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Possible ways of installation
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Setting up PaperPort® PSP Server application with the Administration Tool
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Troubleshooting tips
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Screenshots about different device settings
This Guide shows screenshots made under Microsoft® Windows® 7. The appearance may vary under other Operating
Systems.
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3. Installation requirements
3.1. System requirements
To install the software, your system has to meet the following requirements:
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Operating system: Microsoft® Windows® XP Professional SP3 (32-bit), Microsoft® Windows® 2003 Server SP2
(32-bit or 64-bit), Microsoft® Windows® Server 2008 SP2 (32-bit), Microsoft® Windows® Server 2008 R2 SP1
(64-bit) or Microsoft® Windows® 7 SP1 (32-bit or 64-bit).
Microsoft Internet Information Services (IIS) 5.1, 6.0, 7.0 (only on Microsoft® Windows® Server 2008), or 7.5
(only on Microsoft® Windows® 7), installed with "World Wide Web Services".
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Microsoft® Internet Explorer 7.0 or later.
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Microsoft®.NET Framework version 2.0 Service Pack 1.
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Web Services Enhancements 3.0 Runtime for Microsoft® .NET
The following prerequisite is offered during installation:
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Microsoft® .NET Framework version 2.0 Service Pack 1.
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Web Services Enhancements 3.0 Runtime for Microsoft® .NET
3.2. Installing prerequisites
Availability of system prerequisites:
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Microsoft® Internet Information Services (IIS) 5.1 or 6.0 is available from the Microsoft® Windows® installation
CD.
Microsoft® .NET Framework version 2.0 SP1 is available in the prerequisites folder of PaperPort® PSP Server
installation package or from Windows Update.
Web Services Enhancements 3.0 Runtime for Microsoft® .NET is available in the prerequisites folder of
PaperPort® PSP Server installation package or from Microsoft® Download site.
Install prerequisites as instructed in the documentation of the individual components.
Notes:
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Microsoft® Windows® XP Home Edition is not supported, because Microsoft® Internet Information Services is
not a part of this operating system.
If IIS is installed after the .NET 2.0 Framework installation, the framework registration into IIS might not be
performed correctly. See Troubleshooting tips on how to fix this problem.
We recommend checking that IIS is installed and working properly before starting the customized installation of
PaperPort® PSP Server. For interactive installation, IIS is a prerequisite.
3.3. Pre-installation device configuration
We recommend that you use a static IP address for the device. Descriptions in this guide are based on such a scenario.
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Note:
If the IP address of a device changes, re-register the device in the PaperPort® PSP Server using the Administration
Tool.
To achieve proper functionality of the application, HTTPS, EIP and Simple Network Management Protocol (SNMP)
must be enabled on the device.
The examples below use WorkCentre 7665 specific terms and illustrations. The device you are using may be different
from this. For other devices, see the Appendix.
To check HTTPS, EIP and SNMP enablement, open your MFP device’s Web Administration Application (enter your
device IP address into a browser) then click the Properties tab.
3.3.1. HTTPS support
Check if HTTPS is enabled. To do this, navigate to the proper page of the device’s Web Administration Application.
(The below screenshot shows 76xx devices. For other devices, see the Appendix.) If HTTPS is not enabled, create a
new certificate or upload an existing one.
3.3.2. EIP support
By default, EIP is usually turned off. To turn it on, navigate to the proper page of the device’s Web Administration
Application. (The below screenshot shows 76xx devices. For other devices, see the Appendix.)
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3.3.3. Simple Network Management Protocol (SNMP) support
By default, SNMP is usually turned on. To check this, navigate to the proper page of the device’s Web Administration
Application. (The below screenshot shows 76xx devices. For other devices, see the Appendix.) For the PaperPort®
PSP Server SNMP v1/v2c protocols are sufficient.
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3.3.4. Scan Template Management support
Usually, Scan Template Management is enabled by default. On 52xx, 72xx, 76xx and 73xx devices, you also have the
option to disable it. When you use such devices, go to the proper page of the device’s Web Administration
Application to check that it is enabled. (The below screenshot shows 76xx devices. For other devices, see the
Appendix.) You need to enable Scan Template Management for the PaperPort® PSP Server to work properly.
3.4. Setting up the network environment
To utilize the full functionality of the product, you have to identify a file server in your network that is accessible via SMB
or FTP. (This file server can also be used as a PaperPort® PSP Server).
We recommend that you install the product to a server with a static IP address. The following description is based on
such a scenario.
Note:
If the IP address of the server is changed, you have to change it in the PaperPort® PSP Server also (see section
Changing server IP address or port after setup). Additionally, all devices should be re-registered in the PaperPort® PSP
Server using the Administration Tool to update the new IP address.
The configuration steps presented here describe the Windows, IIS-based SMB and FTP processes. If you are using the
product on a different system, consult your product distributor.
Note:
FTP access is not necessary in all cases: whether you need it or not depends on your Administration Tool settings.
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3.4.1. IP addresses and host names
PaperPort® PSP Server supports IP addresses as well as host names. In general, you are free to use either for
identifying the device, server, etc. However, there are cases when host names cannot be properly resolved (e.g. clients,
the server, the device(s) are in different workgroups, etc). In such scenarios use IP addresses when:
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Installing the server.
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Accessing the Administration Tool.
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Setting the repository parameters in the Administration Tool.
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Specifying the PaperPort® PSP Server in ImageRetriever.
3.4.2. Configuring IIS on Windows XP
The following steps describe the necessary steps to install and configure IIS on Windows XP.
1. Click Start Menu > Settings > Control Panel.
2. Select Add or Remove Programs.
3. Click on Add/Remove Windows Components on the left side.
4. In the Windows Components Wizard dialog, choose the Internet Information Services (IIS) item.
5. Click the Details… button.
6. Choose the World Wide Web Services item and click the Details… button.
7. Ensure the following items are selected: Scripts virtual directory, World Wide Web Services.
8. If you want to use an FTP location as the temporary storage on this computer, select the File Transfer
Protocol (FTP) Service.
9. Click OK.
10. Ensure the following items are selected: Common Files, FrontPage 2000 Server Extensions, Internet
Information Services Snap-In.
11. Click OK.
12. Click Next.
13. When the installation completes, click Finish to close the wizard.
The following steps describe the necessary steps to install and configure IIS on Windows Server 2003.
1. Click Start Menu > Control Panel > Add or Remove Programs.
2. Click on Add/Remove Windows Components on the left side.
3. In the Windows Components Wizard dialog, choose the Application Server item.
4. Click the Details… button.
5. Choose the Internet Information Services (IIS) item and click the Details… button.
6. Choose the World Wide Web Services item and click the Details… button.
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7. Ensure the following items are selected: Active Server Pages, Server Side Includes, World Wide Web
Services.
8. Click OK.
9. Ensure the following items are selected: Common Files, Internet Information Services Manager.
10. If you want to use an FTP location as the temporary storage on this computer, select the File Transfer
Protocol (FTP) Service.
11. Click OK.
12. On 32-bit systems, ensure that the ASP.NET item is selected. On 64-bit systems, ensure that the Application
Server Console item is selected.
13. Click OK.
14. Click Next.
15. When the installation completes, click Finish to close the wizard.
16. Open the IIS Manager: Click Start Menu > Control Panel > Administrative Tools > Internet Information
Services (IIS) Manager.
17. Select Internet Information Services / <<Computer name>> / Web Service Extensions on the left side.
18. Select ASP.NET v2.0.50727 on the right side and click on the Allow button.
The following steps describe the necessary steps to install and configure IIS on Windows Server 2008.
1. Click Start > Server Manager.
2. Under the Server Manager root node click Roles.
3. If the Web Server (IIS) item is available in the Roles Summary section, then click on Add Role Services in
the Web Server (IIS) section and jump to step 8.
4. Under Roles Summary click Add Roles.
5. In the Add Roles Wizard dialog, choose the Select Server Roles item.
6. Click Web Server (IIS) and accept all required features.
7. Click Next twice.
8. On the Select Role Services page select the following features:
1. Static Content, Default Document, HTTP Errors and HTTP Redirection under Web Server /
Common HTTP Features.
2. ASP.NET, .NET Extensibility, ISAPI Extensions, ISAPI Filters and Server Side Includes under
Web Server / Application Development.
3. Tracing under Web Server / Health and Diagnostics.
4. Windows Authentication and Request Filtering under Web Server / Security.
5. IIS Management Console, IIS Management Scripts and Tools and Management Service under
Management Tools.
6. IIS 6 Metabase Compatibility under Management Tools / IIS 6 Management Compatibility.
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7. If you want to use an FTP location as the temporary storage on this computer, select FTP Publishing
Service (on 64-bit systems, select FTP Server).
9. Click Next.
10. Click Install.
11. When the installation completes, click Close to close the wizard.
3.4.5. Configuring IIS on Windows 7
The following steps describe the necessary steps to install and configure IIS on Windows 7
1. To open the Windows Features dialog box, click Start menu, and then click Control Panel.
2. In the Control Panel, click Programs (Programs and Features in Classic View).
3. Click Turn Windows features on and off.
4. You may receive the Windows Security warning. Click Allow to continue.
5. Select Internet Information Services to choose the default features for installation.
6. Expand Internet Information Services. Additional categories of IIS features are displayed.
7. Select IIS 6 Metabase Compatibility under Web Management Tools / IIS 6 Management Compatibility.
8. Select IIS Management Console, IIS Management Scripts and Tools and IIS Management Service under
Web Management Tools.
9. Select .NET Extensibility and ASP.NET under World Wide Web Services / Application Development
Features.
10. Select Default Document, HTTP Errors, HTTP Redirection and Static Content under World Wide Web
Services / Common HTTP Features.
11. Select Tracing under World Wide Web Services / Health and Diagnostics.
12. Select Windows Authentication under World Wide Web Services / Security.
13. If you want to use an FTP location as the temporary storage on this computer, select FTP Server.
14. Click OK to install features.
15. The progress indicator appears.
16. When the installation completes, the Windows Features dialog box closes, and the Control Panel is
displayed (Programs and Features in Classic View).
3.4.6. Firewall settings
The following sections contain instructions on how to configure the firewall on various Windows systems.
3.4.6.1. Firewall settings for W indows XP and W indows Server 2003
The following steps describe the necessary steps for configuring the firewall on Windows XP and Windows Server
2003:
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1. Click Control Panel > Windows Firewall.
2. Ensure that the Don't allow exceptions box is unchecked.
3. On the Advanced tab, select the used connection (usually Local Area Connection) and press the Settings…
button next to it.
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4. Select the Web Server (HTTP) item and press the Edit… button.
5. In the Service Settings dialog enter localhost as the host name and press OK.
6. Check in the Web Server (HTTP) item and press OK.
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7. This step is needed only if a local FTP location is used as repository. If the FTP server is the built-in IIS FTP
functionality, make sure that FTP Server is allowed also on the screen referenced at step 4. Otherwise add the
FTP server executable to the exception list or open the appropriate ports for the FTP server in the firewall.
3.4.6.2. Firewall settings for W indows Server 2008
The following steps describe the necessary steps for configuring the firewall on Windows Server 2008 32-bit:
2. Click on Change Settings.
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3. Ensure that the Block all incoming connections setting is unchecked.
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4. Ensure that the World Wide Web Services (HTTP) is checked under the Exceptions tab.
5. This step is needed only if a local FTP location is used as repository.
If the built-in IIS FTP functionality is used, press the Add program… button, browse to the
%Windir%\System32\inetsrv\inetinfo.exe executable and press OK.
Otherwise add the FTP server executable to the exception list or open the appropriate ports for the FTP server
in the firewall.
The following steps describe the necessary steps for configuring the firewall on Windows Server 2008 64-bit:
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2. Click on Turn Windows Firewall on or off and ensure that the Block all incoming connections, including
those in the list of allowed programs options are unchecked and click on the OK button.
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3. Click on Allow a program or feature through Windows Firewall link and ensure that the World Wide Web
Services (HTTP) option is checked and press the OK button.
If the FTP server is the built-in IIS FTP functionality, ensure that the FTP Server item is checked (for the used
profile at least) on the Allow programs to communicate through Windows Firewall screen (see the
screenshot at step 3).
in the firewall.
3.4.6.3. Firewall settings for W indows 7
The following steps describe the necessary steps for configuring the firewall on Windows 7:
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1. Click Control Panel > System and Security > Windows Firewall.
2. Click Turn Windows Firewall on or off.
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3. Ensure that the Block all incoming connections, including those in the list of allowed programs options
are unchecked (at least for the used network profile).
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4. Ensure that the World Wide Web Services (HTTP) option is checked (for the used network profile at least) via
the Allow a program or feature through Windows Firewall part of the Windows Firewall screen.
If the FTP server is the built-in IIS FTP functionality, ensure that the FTP Server item is checked (for the used
profile at least) on the Allow programs to communicate through Windows Firewall screen (see the
screenshot at step 5) .
in the firewall.
3.4.7. Creating temporary storage for scanned media files
Scanned media files are stored in a temporary storage until ImageRetriever starts processing them. This temporary
storage can be an SMB share or an FTP folder. The device and the ImageRetriever clients will use a dedicated user
account to access the temporary storage.
Note:
The folder, share and account names in next sections are illustrations only. You are free to make your own destination
and account choices when setting up your system.
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The account PSPUser is used in these examples as an illustration. You can use any account that you want to grant
access to the file share.
3.4.7.1. Providing SMB access to the temporary storage
Note:
Make sure you first disable the folder option Simple file sharing (recommended) in Folder settings on Windows XP.
(To learn more about advanced folder settings refer to your operating system manual.) Without enabling advanced file
sharing you will not see some dialog boxes referenced in the following section. The server file system must be NTFS.
To provide SMB access to the temporary storage:
1. Open Windows Explorer and browse to the folder you want to use as the temporary storage. We will use the
c:\temp\TemporaryStorage folder in this example.
2. Click File > Properties and select the Sharing tab then press the Advanced Sharing… button. (On Windows
XP and Windows Server 2003 click File > Sharing and Security...).
3. Turn on the Share this folder option on the Sharing pane
4. Enter the following parameters:
n Share name: TemporaryStorage
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Comment: Temporary media storage
5. Click the Permissions... button.
6. Click the Add… button.
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7. Turn on Full Control for the PSPUser account. In our example PSPUser is a dedicated account that will be
used by the device and the ImageRetriever clients to access the TemporaryStorage shared folder.
8. Click OK to close this dialog.
9. Select the Security tab.
10. Click the Edit... and then the Add... button. (On Windows XP or Windows Server 2003 click the Add... button.)
11. Enter PSPUser and click OK to close Add Wizard.
12. Select the PSPUser item in Group or user names list box.
13. Turn on Full Control for the PSPUser account.
14. Click OK. You have finished setting up SMB access to the folder TemporaryStorage.
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3.4.7.2. C hecking SMB access
1. Open Windows Explorer and navigate to \\<<your computer name>>\TemporaryStorage.
2. Create a new folder and name it Test.
3. Copy a file into this directory.
4. Make sure you do not get any error messages.
5. Delete the Test folder.
6. Choose another computer in your network and navigate to \\<<your computer name>>\TemporaryStorage.
7. Provide the PSPUser account details – user name and password – if prompted.
8. Create a new folder (name it Test).
Your SMB configuration is now complete.
3.4.7.3. C reating an FTP folder
The following steps describe how to provide FTP access on a Microsoft Windows Server 2008 operating system using
IIS. For other operating systems or FTP servers, consult their product documentation.
1. Make sure that the FTP service of IIS is installed.
1. Click Start > Server Manager.
2. Select the Server Manager / Roles item on the left.
3. In the Web Server (IIS) section, click the Add Role Services link.
4. Ensure that the whole FTP Server sub tree is checked in. If not, check it in and click Next then Install.
2. Start the IIS Administration Console: Click the Windows Start Menu then choose Control Panel >
Administrative Tools > Internet Information Services (IIS) Manager.
3. Create a new FTP site.
1. Select the <<Computer Name>>/Sites node in the Connections pane.
2. Click on the Add FTP Site… option on the Actions pane.
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3. The Add FTP Site wizard appears. Go through the wizard and change the following settings:
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Set any name and path.
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Select the Allow SSL option.
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Select the Basic authentication option.
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Select the All users option from the Allow access to combo box.
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Check the Read and Write checkboxes in the Permissions section.
4. Set the FTP site settings:
1. Select the new FTP site in the Connections pane.
2. Double-click on the IIS Manager Permissions in the Features View part of the screen.
3. Click on the Allow Users… option in the Alerts pane.
4. Add the PSPUser.
3.4.7.4. C hecking FTP access
1. Open Windows Explorer and type: ftp://<your site IP or host name>:<your site port>.
2. The Log On As dialog appears. Type in the user credential of the PSPUser.
3. Your file server is accessed via FTP in your explorer window.
4. Create a new folder named Test.
8. Close your explorer window.
9. Choose another computer in your network and browse to ftp://<your site IP or host name>:<your site
port>. Repeat steps 2-8.
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4. Installation
There are two alternatives to install the product: interactive and customized. Interactive presents you with a Wizard-like
interface, whereas customized is recommended for advanced users. You can use either one to install the product.
To install the product, use:
either Interactive installation…
or Customized Installation.
Administrative rights are necessary for the installer. On Microsoft® Windows® Server 2008 and Microsoft® Windows® 7,
if the User Access Control (UAC) is switched on, an elevation request appears when the installer is launched.
4.1. Interactive installation
Tips before starting:
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It is recommended to take notes about each installation step to make it easier to restore your system or to roll
back installation in case of a failure.
Interactive product installation will create a virtual directory in IIS called PaperPortPSP, overwriting any
existing ones with the same name.
How to start the installation
1. To start the installation, launch AutoRun.exe.
2. On the first screen, select the language.
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3. Review the components which will be installed, then click Start installation.
Before starting the installation, you can review the components to be installed. Microsoft® .NET Framework version 2.0
SP1 and Web Services Enhancements 3.0 Runtime for Microsoft® .NET are required for proper functioning.
The installer checks for the necessary prerequisites before component installation:
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If IIS is not present, it reports the problem and installation stops. You have to install IIS and restart the server
installation.
The Microsoft© .NET Framework is not checked and inactive, if it is already present on the computer, otherwise
it is checked.
The Web Services Enhancements component is not checked and inactive, if it is already present on the
computer, otherwise it is checked.
The PaperPort® PSP Server component is always checked, and is inactive.
A separate installer program for each component launches. Follow the installation instructions for each component.
When the installation finishes, you can choose to check the Windows Installer log, if you have Windows Installer 4.5 or
later.
After successful installation, a shortcut will be added to Start Menu > (All) Programs > PaperPort PSP Server >
Administration Tool.
4.2. Customized installation (advanced)
Customized installation is recommended for advanced administrators. To install the product this way, complete the
following steps:
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Important!
It is an imperative that all prerequisites are already installed before you perform the following steps.
4.2.1. Extract product files to a specific folder
Use the following command line to extract application files to a dedicated folder:
msiexec.exe /i "PaperPortRicoh PPDM.msi" IIS=0 SERVERIPADDRESS="???.???.???.???:??"
INSTALLDIR="?:\????"
4.2.1.1. Installer command-line parameters
IIS
Interaction with IIS.
IIS=0: Extract into a specific folder and do not interact with IIS.
IIS=1: Extract into a specific folder and interact with IIS to create a new application
pool, register the virtual folder and web applications.
SERVERIPADDRESS
You need to specify the IP address of the server computer and a port number.
INSTALLDIR
Destination folder for product files.
PREREQ_IIS_
INSTALLEDONPORT80
If this parameter is “2”, the installer won’t check the IIS port number.
Otherwise the installation may fail with the following error: Check if your IIS is
configured to listen at port 80. To install the application without
this check refers to the Server Administrator's Guide. Installation
will now abort.
REMOVESETTINGS=””
By using this parameter, you can keep your setting files when uninstalling or removing the product.
If SERVERIPADDRESS is specified, the appropriate files will be replaced with the ones containing the specified IP
address. If you do not specify a server IP address and port number, the name of your computer will be used by default.
If the IP address has to be modified manually after the installation, see the Changing server IP address or port after
setup section.
It is also a good practice to turn on installer logging and to check the log file after installation. We suggest consulting the
Windows Installer documentation on the lvx* <log file> command line parameter and its usage.
4.2.2. Set-up web applications in IIS manually
If during the customized installation just the product files are installed with the installer (the command line above), the
product should be set in the IIS manually. This can be done differently on the different versions of IIS.
The following is applicable for IIS 5.1 (Windows XP) or 6.0 (Windows Server 2003):
1. Create a new application pool (only under IIS 6.0):
1. Click Start Menu, then choose Control Panel > Administrative Tools > Internet Information
Services (IIS) Manager.
2. Select Internet Information Services / <<Computer name>> / Application Pools.
3. Click Action > New > Application Pool...
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4. The Add New Application Pool dialog appears. Set up your application pool with the following
parameters:
n Application pool ID: ScanToPCDesktopv11
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Use the default settings.
5. Click OK to create the application pool.
2. Create a base virtual directory
1. Click the Start Menu, then choose Control Panel > Administrative Tools > Internet Information
Services (IIS) Manager (Settings > Control Panel > Administrative Tools > Internet Information
Services on Windows XP).
2. Select Internet Information Services / <<Computer name>> / Web Sites / Default Web Site. In
IIS 5.1, select <COMPUTER>/Web Sites/Default Web Site.
3. Click: Action > New > Virtual Directory...
4. The Virtual Directory Creation Wizard appears. Set up your virtual directory with the following
parameters:
n Alias: PaperPortPSP
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Directory: Installation folder of the PaperPort® PSP Server.
Permissions for this directory: Read checked, Run scripts, Browse, Write and Execute
unchecked
5. Click Finish to complete the Wizard.
6. Select the new PaperPortPSP virtual directory.
7. Click Actions > Properties. The virtual directory properties dialog appears.
8. Select the Documents tab and disable any default document.
9. Select the Directory Security tab, click on the Edit… button of the Authentication and access
control (Under IIS 5.1, Anonymous access and authentication control) section and uncheck all of
checkboxes. Click OK and Yes.
10. Click OK.
3. Create a web application for the core web services
1. Select the PaperPortPSP virtual directory.
2. Click Action > New > Virtual Directory...
parameters:
n Alias: PSPServerCore
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Directory: The PSPServerCore subfolder under the installation folder of the PaperPort® PSP
Server.
Permissions for this directory: Read, Run scripts and Write checked; Execute and Browse
unchecked.
5. Select this new PaperPortPSP\PSPServerCore web application.
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7. Under IIS 5.1, select the Low (IIS Process) for the application protection option.
8. Under IIS 6.0, select ScanToPCDesktopv11 for the application pool option.
9. Select the Documents tab and disable any default document.
10. Select the Directory Security tab, click on the Edit… button of the Anonymous access and
authentication control (Under IIS 5.1, Anonymous access and authentication control) section
and ensure the Anonymous access section is enabled. The others should be unchecked. Click OK to
close the Authentication Methods dialog.
11. Select the ASP.NET pane. Choose 2.0.50727 in the ASP.NET version combo box.
12. Click OK to finish setup.
4. Create a web application for the Administration Tool
parameters:
n Alias: Admin
n
n
Directory: The Admin subfolder under the installation folder of the PaperPort® PSP Server.
unchecked.
5. Select this new PaperPortPSP\Admin web application.
9. Select the Documents tab, enable the usage of default documents and the only default document
should be index.htm.
authentication control (under IIS 5.1: Anonymous access and authentication control) section and
ensure the Integrated Windows authentication section is enabled. The others should be unchecked.
Click OK to close the Authentication Methods dialog.
12. Click OK to finish setup.
5. Create the web application for the device UI
3. The Virtual Directory Creation Wizard displays. Set up your virtual directory with the following
parameters:
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n
Alias: DeviceUI
n
Directory: The DeviceUI subfolder under the installation folder of the PaperPort® PSP Server.
n
unchecked.
5. Select the new PaperPortPSP\DeviceUIweb application.
6. Click Action > Properties. The virtual directory properties dialog appears.
9. Select the Documents tab, enable the usage of default documents and the only default document
should be index.aspx.
authentication control (under IIS 5.1: Anonymous access and authentication control) section and
make sure the Anonymous access section is enabled. The others should be unchecked. Click OK to
close the Authentication Methods dialog.
12. Click OK to complete setup.
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13. Select the ScriptLib folder of the PaperPortPSP\DeviceUI web application and open its Properties
dialog by right-clicking on it and selecting the Properties item.
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14. Select the HTTP Headers tab and check in the Enable content expiration option. Set the Expire
after setting to 1 day.
15. Click OK to apply the new settings.
16. Select the Images folder of the PaperPortPSP\DeviceUI web application and open its Properties
dialog by right-clicking on it and selecting the Properties item.
17. Select the HTTP Headers tab and check in the Enable content expiration option. Set the Expire
after setting to 1 day. Click OK to apply the new settings.
6. Enable 32-bit applications to run in IIS (it is applicable only on Windows Server 2003 64-bit)
1. Open a command line window.
2. Launch the following commands in this order:
n Cscript.exe %systemdrive%\inetpub\adminscripts\adsutil.vbs SET
W3SVC/AppPools/Enable32bitAppOnWin64 1
n
n
n
%Windir%\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe –iru -enable
%Windir%\Microsoft.NET\Framework\v2.0.50727\aspnet_regiis.exe -s
"w3svc/1/ROOT/PaperPortPSP/Admin"
"w3svc/1/ROOT/PaperPortPSP/DeviceUI"
- 35 -
n
"w3svc/1/ROOT/PaperPortPSP/PSPServerCore"
The following is applicable for IIS 7.0 (Windows Server 2008 32-bit) or 7.5 (Windows Server 2008 64-bit, Windows 7):
1. Create a new application pool.
1. Start IIS Administration Console: Click the Windows Start Menu then choose Control Panel >
Administrative Tools > Internet Information Services (IIS) Manager.
2. Select <<Computer name>>(<<current user>>)\Application Pools.
3. Select the Add Application Pool… link of the Actions pane on the right side.
4. In the Add Application Pool dialog set the following options:
n Name: ScanToPCDesktopv11
n
.NET Framework version: v2.0.50727
n
Managed pipeline mode: Integrated
n
Check the Start application pool immediately option.
5. On 64-bit systems, select the new application pool and click on the Advanced Settings… in the
Actions pane. Change the Enable 32-Bit Applications setting to True.
2. Create a base virtual directory.
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1. Select <<Computer name>>(<<current user>>)/Sites/Default Web Site.
2. Right-click on it and select the Add Virtual Directory… item.
3. The Add Virtual Directory dialog appears. Set the following parameters:
n Alias: PaperPortPSP
n
Physical path: Installation folder of the PaperPort® PSP Server.
4. Click OK to complete the virtual directory creation.
5. Select the PaperPortPSP virtual directory in the Connections part on the left side. In the Features
View part of the screen, double-click on the Authentication icon. Disable all the authentication
options.
6. Select the PaperPortPSP virtual directory in the Connections part on the left side. In the Features
View part of the screen, double-click on the Default Document icon. Click on the Disable option in the
Actions pane
3. Create a web application for the core web services.
2. Right-click on it and select Add Application….
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3. The Add Application dialog appears. Set the following parameters:
n Alias: PSPServerCore
n
n
Application pool: ScanToPCDesktopv11 (press the Select… button and select the application
pool)
Physical path: The PSPServerCore subfolder under the installation folder of the PaperPort®
PSP Server.
4. Click OK to complete the web application creation.
5. Select the PaperPortPSP\PSPServerCore web application in the Connections part on the left side.
In the Features View part of the screen, double-click on the Authentication icon. Just the
Anonymous Authentication option should be enabled.
6. Select the PaperPortPSP\PSPServerCore web application in the Connections part on the left side.
In the Features View part of the screen, double-click on the Default Document icon. Click on the
Disable option in the Actions pane.
4. Create a web application for the Administration Tool.
2. Right click on it and select Add Application….
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n Alias: Admin
n
n
pool)
Physical path: The Admin subfolder under the installation folder of the PaperPort® PSP
Server.
5. Select the PaperPortPSP\Admin web application in the Connections part on the left side. In the
Features View part of the screen double-click on the Authentication icon. Just the Windows
Authentication option should be enabled.
- 39 -
- 40 -
6. Select the PaperPortPSP\Admin web application in the Connections part on the left side. In the
Features View part of the screen double-click on the Default Document icon. The only default
document should be index.htm, the others can be removed
5. Create a web application for the device UI.
2. Right-click on it and select Add Application….
n Alias: DeviceUI
n
n
pool)
Physical path: The DeviceUI subfolder under the installation folder of the PaperPort® PSP
Server.
5. Select the PaperPortPSP\DeviceUI web application in the Connections part on the left side. In the
Features View part of the screen double-click on the Authentication icon. Just the Anonymous
Authentication option should be enabled.
- 41 -
6. Select the PaperPortPSP\DeviceUI web application in the Connections part on the left side. In the
Features View part of the screen double-click on the Default Document icon. The only default
document should be index.aspx, the others can be removed.
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7. Select the ScriptLib folder of the PaperPortPSP\DeviceUI web application and double click on the
HTTP Response Headers icon.
8. In the HTTP Response Headers screen click on the Set Common Headers… link of the Actions
pane.
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9. In the Set Common HTTP Response Headers dialog check in the Expire Web content option and
set the After setting to 1 day. Click OK to apply the new settings.
10. Select the Images folder of the PaperPortPSP\DeviceUI web application, double click on the HTTP
Response Headers icon, then click on the Set Common Headers… link of the Actions pane. In the
appearing dialog check in the Expire Web content option and set the After setting to 1 day. Click OK
to apply the new settings.
The product will create run-time application data files in the <<Common Application Data>>\Nuance\PaperPortPSP
folder (e.g. C:\ProgramData\Nuance\PaperPortPSP). Make sure that the application has access to this folder and can
create directories and files in it run time.
4.2.3. Check the correct setup of web applications in IIS
1. Open a browser and enter the following address: http://localhost/PaperPortPSP/Admin.
2. An authentication window displays. Authenticate yourself and then the Administration Tool is opened. If IIS is
not permitted to serve dynamic content, you may get “HTTP Error 404 - File or Directory not found.” For
- 44 -
guidelines on how to resolve this problem, see http://support.microsoft.com/kb/315122.
3. Make sure you receive no error messages and close your browser.
4. Open a browser on another computer in the same network and navigate to the following address:
http://localhost/PaperPortPSP/DeviceUI.
5. The Xerox EIP platform simulation displays. An error message appears on the screen, but it is normal.
6. Open a browser on another computer in the network and navigate to the following address: http://<<IP
address>>/PaperPortPSP/Admin, where the <<IP address>> is the IP address of the computer, where the
PaperPort® PSP Server is installed.
7. The same should happen as in steps 2 and 3.
8. Open a browser on another computer in the network and navigate to the following address: http://<<IP
address>>/PaperPortPSP/DeviceUI, where the <<IP address>> is the IP address of the computer, where
the PaperPort® PSP Server is installed.
9. The same happens as in step 5.
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4.2.4. Changing server IP address or port after setup
If the IP address or the port number of the server is changed after the installation, additional modifications should be
made to regain the services of PaperPort® PSP Server.
The following list of files reference a URL. Obsolete URLs have to be replaced with the correct ones in each of them.
The files to be modified are:
<installdir>/PSPServerCore/App_Data/ServerProperties.xml
<installdir>/Admin/Administration Tool.url
After the listed files are modified, the PaperPort® PSP application should be unregistered and re-registered on the MFP
devices.
Note:
Although it is possible to change server IP address this way, it is not recommended. Consider reinstalling the
PaperPort® PSP Server instead.
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5. PaperPort® PSP Server
This section navigates through the usage of the PaperPort® PSP Server.
5.1. Collect information in your network
Your application server and SMB shared folder or FTP folder are now ready to be registered to the Xerox EIP-capable
multifunctional devices. First collect some information about your network and your device to proceed:
n
n
n
Device properties:
l
Type, e.g.: Xerox WorkCentre Pro 232
l
IP address, e.g.: 10.140.24.30
l
Administrator’s user name
l
Administrator’s password
Application server properties:
l
IP address (or name), e.g.: 10.140.1.1, or rocket
l
Administration Tool URL, e.g.: http://10.140.1.1/PaperPortPSP/admin
File server properties:
l
IP address (or name), e.g.: 10.140.1.1, or rocket
l
SMB share path, e.g.: \\rocket\TemporaryStorage
l
FTP access path, e.g.: ftp://rocket
Note:
All examples are illustrations only and have to be replaced with your own environment settings.
5.2. Steps to launch the Administration Tool
To launch the Administration tool:
1. Choose the Start Menu > (All) Programs > PaperPort PSP Server > Administration Tool shortcut or type
the Administration Tool URL (for example, http://10.140.1.1/PaperPortPSP/Admin) into a browser. If IIS is
not permitted to serve dynamic content, you may get error message "HTTP Error 404 - File or Directory
not found". For guidelines on how to resolve this problem, see http://support.microsoft.com/kb/315122.
2. Depending on your network security settings, an authentication dialog may display. Log in as an administrator
(the administration task involves modification of local files).
3. Select your interface language from the following: English, French, Italian, German, Portuguese or Spanish.
5.3. Using the Administration Tool
In the following section, we present a typical use case of this tool for system administrators.
- 47 -
This is only a working example to walk you through the most commonly used steps. Your actual administration activity
is likely to differ from the one you find here.
Example scenario
Suppose that your company purchases or rents one or more devices. A single device is usually enough for small and
medium size businesses, while larger organizations might need several more devices.
The device(s) are delivered and set up by an external expert with the help of the company’s IT expert. This way, the IT
professional will know the IP address and administrator login information.
Optional software components – for instance, the current package – are installed and the network infrastructure is
created. The PaperPort® PSP Server administrator role is assigned to a person with sufficient knowledge and
experience (can be the same IT professional).
5.3.1. Setting the device working folder
The first step is to set the working folder of the device. This is where images will temporarily be stored:
- 48 -
1. Click the Repository tab (at the top).
2. The Repository page is displayed.
3. In most cases, the SMB protocol is used; pick this option.
4. Enter the information of a shared folder along with an account that the device and the ImageRetriever clients will
use to reach this location.
5. Click the Store Settings button.
Initial server administration is done and the system is ready to work.
Important!
For full functionality, desktop-side installation is also required.
Repository Changes
Repository changes are not quite frequent, however, the Administration Tool gives you the option to do this.
- 49 -
1. Click the Repository tab (at the top).
2. Change the parameters.
3. Click the Store Settings button.
5.3.2. User management
Administrators are usually not required to manage user lists, because desktop components are able to automatically
register themselves and use the system without any administrator interaction.
On the other hand, we provide an Administration Tool to add/remove users and user groups to/from the system.
Adding users
1. Click the Users tab (at the top).
2. The User Management page is displayed with the list of already registered (manually by the administrator or
automatically by the desktop components themselves) users.
3. To add a single user manually:
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a. Pick the Add users manually option.
b. The page changes to this:
c. Enter user information.
d. Click the Add User button.
e. The page reverts to the user list.
4. To add several users:
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a. Pick the Add users from LDAP option.
b. The page changes to this:
c. Provide the LDAP server and its access parameters. Leave the Filter field blank to get access to each
user and group available within LDAP.
Important!
The same sets of users and groups are returned regardless whether the domain is specified with or without the .com
suffix (e.g. exampledomain and exampledomain.com). Use the domain name without the .com suffix, otherwise the
ImageRetriever may not be able to connect to the PaperPort® PSP Server and users may not be identified correctly.
d. Click the List button.
e. The list at the bottom of the screen is populated with the entries matching the filter. Individual users and
user groups are also displayed in the list.
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f. Select several users and click Add Selected,
or
Press the Add All button.
g. The page reverts back to the user list.
To remove users:
2. The User Management page is displayed with the list of already registered (manually by the administrator or
automatically by the desktop components themselves) users.
3. Mark the appropriate boxes in the Mark for deletion column.
4. Decide if user data should be deleted (mark the checkbox in the yellow field below the table).
5. Click the Delete Selected Users button.
6. The table updates to reflect the changes.
Displaying a customized message to unregistered users
2. Enter your customized text in the Message area. You might want to include details, such as how to get the
client software, whom users should contact in case they need access to the PaperPort® PSP Server, etc.
3. Click the Save button.
Your customized message is going to be displayed on the device panel for users who are not registered on the
PaperPort® PSP Server.
Sorting login names on the device panel
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2. Set the order for displaying user names on the device panel.
3. Click the Apply button.
5.3.3. Device configuration
Administrators might want to add or remove a device. In the most common case, a few devices are purchased or rented
simultaneously and the necessary administration tasks are performed after installation.
Devices can be managed on the Devices screen (click the Devices tab at the top). The Managed Devices table at the
bottom is empty, indicating that the server does not manage any devices yet. When a device is added, a new row is
added to the table containing the device information and the PaperPort® PSP application is automatically tried to register
on the device. Check the icons in the Status column to see if the device and the PaperPort® PSP application are up and
running correctly. The meaning of the status icons:
n
n
n
n
The first status indicator displays a check mark if the device is reachable at the specified IP address. If the
device does not appear to be reachable, check the IP address and make sure the device is turned on.
The second status indicator displays a check mark if the device is EIP capable. If the device is not EIP
capable, the PaperPort® PSP application cannot be used on the device.
The third status indicator displays a check mark if EIP is enabled on the device. If EIP is not enabled, consult
your device documentation on how to enable it.
The last status indicator displays a check mark if the PaperPort® PSP application has been registered on the
device.
Normally, when you add a device, you should see four check mark indicators in the table. If the third or fourth status
indicator signals problems, you have to resolve them first – as described in the Pre-installation device configuration
section in this guide – and then register the PaperPort® PSP application to the device (see below) again.
5.3.3.1. A dding a device
1. Click the Devices tab (at the top).
2. Enter the device IP address, the device administrator’s logon information and the SNMP Community Name.
3. Click the Add Device button.
4. A new row is added to the table with the device information and the PaperPort® PSP application is automatically
tried to register on the device.
5. Check the icons in the Status column to see if the device and the PaperPort® PSP application are up and
running correctly.
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5.3.3.2. R egister the PaperPort ® PSP application to the device
1. Click the Devices tab at the top.
2. Click the Configure icon (the blue wrench in the Actions column) of the device.
3. The Device Configuration page is displayed with the IP address and name of the device.
4. Click the Register this server button.
5. A new row is added to the table and the Register this server button changes to Unregister this server.
5.3.3.3. U nregister the PaperPort ® PSP application from a device
2. Click the Configure icon (the blue wrench in the Actions column) of the device. The Device Configuration
page is displayed.
3. Click the Unregister this server button.
4. The application gets unregistered from the device, and the table at the bottom is updated to reflect this change.
5.3.3.4. R emoving devices
2. Click the Delete icon (the red X in the Actions column) of the device.
3. The device is removed from the system and the PaperPort® PSP application is automatically unregistered from
the device.
4. The table at the bottom is updated to reflect this change.
5.3.3.5. Managing multiple devices
When handling several devices, it is more convenient to utilize comma-separated text files – filled with device
parameters – to carry out the following device management tasks:
n
Adding several devices.
n
Removing several devices.
n
Registering / unregistering the PaperPort® PSP application on several devices.
Device management tasks are lengthy processes, so they are performed asynchronously. During such tasks the status
icons in the Managed Devices table changes to a progress indicator. The result of each batch operation is a log file that
is accessible from the Administration Tool.
A comma-separated text file for such purposes has to have the following structure:
Field
name
IP
Accepted String, valid IP
value(s) address of a
device
Admin
Password
SNMP
Register
String, Admin login
information, valid for
the device on the corresponding IP
address
String, Admin
password, valid for
the device on the
corresponding IP
address
String, SNMP Get
Community Name,
valid for the device on
the corresponding IP
address
1, 0 (representing
"Register" and
"Unregister", respectively)
1111
public
1
Example 100.255.23.45 Admin
- 55 -
Adding devices: All fields are required and used. Devices are added one-by-one and – depending on the value of the
Register field – PaperPort® PSP application registration is also done. Processing continues with the next row in the file
in case of errors (for example, invalid IP address, wrong password). Or if the device is already in the list (determined by
the IP address), processing also continues with the next row and the other fields are not updated, although they may
contain newer data.
Note:
If the Register field is 0 and the PaperPort® PSP application was already registered onto the device outside of the
PaperPort® PSP Administration Tool, the PaperPort® PSP application will be unregistered.
Sample CSV file content:
10.140.1.15,admin,1111,public,1
10.140.24.34,admin,1111,public,0
10.140.24.32,11111,x-admin,public,1
Explanation:
1. The device at 10.140.1.15 is added using the user name “admin”, the password “1111” and the SNMP Get
community name “public”. PaperPort® PSP registration is performed.
2. The device at 10.140.24.34 is added using the user name “admin”, the password “1111” and the SNMP Get
community name “public”. PaperPort® PSP registration is not performed.
3. The device at 10.140.24.32 is added using the user name “11111”, the password “x-admin” and the SNMP Get
community name “public”. PaperPort® PSP registration is performed.
Removing devices: The Register field is ignored. Currently managed devices are enumerated and matched against
the IP addresses in the file. If a match is found, the PaperPort® PSP application is unregistered automatically and the
device is removed.
10.140.1.15,admin,1111,public,
10.140.24.34,admin,1111,public,
Explanation:
1. The device at 10.140.1.15 is removed (using “admin” as the user name, “1111” as the password and “public” as
the SNMP Get community name).
2. The device at 10.140.24.34 is removed (using “admin” as the user name, “1111” as the password and “public” as
the SNMP Get community name).
PSP registration: Just the IP address and Register fields are used (other fields are ignored). Currently managed
devices are enumerated and matched against the IP addresses in the file. If a match is found, the PaperPort® PSP
application is registered or unregistered, depending on the content of the Register field. If PaperPort® PSP Server is
already registered and the content of the Register field is 1, no action is taken. Similarly, if PaperPort® PSP Server is
not registered and the content of the Register field is 0, no action is taken.
10.140.1.15,,,,1
10.140.24.34,,,,0
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Explanation:
1. PaperPort® PSP application gets registered on the device at 10.140.1.15.
2. PaperPort® PSP application gets unregistered on the device at 10.140.24.34.
Updating configuration: The Register field is ignored. Currently managed devices are enumerated and matched
against the IP addresses in the file. If a match is found, the content of the Admin, Password and SNMP fields
overwrite the currently stored values.
10.140.1.15,newadmin,1111,public,
10.140.24.34,admin,12345,public,
Explanation:
1. PaperPort® PSP Server stores “newadmin” as the new user name, “1111” as the new password and “public” as
the new SNMP Get community name for the device at 10.140.1.15.
2. PaperPort® PSP Server stores “admin” as the new user name, “12345” as the new password and “public” as the
new SNMP Get community name for the device at 10.140.24.34.
5.3.4. Managing default settings
Administrators are usually not required to manage user settings, because users are able to customize the device screen
using their own destination folders and scanning preferences through the Personalized MFP Scanning Wizard of
ImageRetriever. On the other hand, we provide an Administration Tool to add/remove default folders, workflows and
profiles, which are available for all users.
Important!
These defaults will appear on the device screen - below the users' own items.
- 57 -
The defaults are updated on the device client if the user does either of the following steps:
l
Restarts ImageRetriever.
l
Updates the user's own preferences through the Personalized MFP Scanning Wizard of ImageRetriever.
l
Selects the Refresh defaults item from the context menu of the ImageRetriever system tray icon.
5.3.4.1. D efault folders
Use comma-separated text files – filled with folder information – to specify destination folders for all users. These
comma-separated text files have to have the following structure
Field name
Path
Display name
Accepted
value(s)
String, full path of a folder
String, short display name of the path as it will appear on the
device's main screen
Example
Q:\Year2009\Common\Accounting Accounting
To create default destination folders (administrator’s tasks)
1. Create the comma-separated text file, containing the full path and the display name of the destination folders.
2. Click the Defaults tab (at the top)
3. Click the Browse... button in the Default Folders section.
4. Select the comma-separated text file in the File Open dialog and click OK.
5. Click the Upload file button in the Default Folders section.
6. The file is uploaded, processed and the default folders are displayed.
C:\temp,MyTemp
Q:\Year2009\Common\Accounting,Accounting
[MyDocuments]\ScannedFiles,Scanned files
Explanation:
1. The user will see the MyTemp item on the device screen. If this item is selected, the scanned document is
delivered into the C:\temp folder on the user's machine.
2. The user will see the Accounting item on the device screen. If this item is selected, the scanned document is
delivered into the Q:\Year2009\Common\Accounting folder on the user's computer.
3. The user will see the Scanned files item on the device screen. If this item is selected, the scanned document
is delivered into the "Scanned files” subfolder under the user’s My Documents folder on the user's PC. The
[MyDocuments] meta tag should be used when the administrator wants to use a path within the user's own My
Documents folder (this meta tag is resolved on the user's machine locally).
Important!
If there are special accented (for example, ô, ÿ, and so on) characters in the folder names, the CSV file has to be saved
in Unicode format or with UTF8 encoding. Otherwise neither the device nor the ImageRetriever client might be able to
properly display and/or use the folder name.
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5.3.4.2. D efault workflows
Use OmniPage to create workflows available for all users on their machines.
Note:
Workflows of OmniPage 16 or earlier versions are not compatible with OmniPage 17.
To create default workflows as an administrator
1. Create one or more workflows in OmniPage and export them to a location accessible through the Administration
Tool.
2. Click the Defaults tab (at the top).
3. Click the Browse... button in the Default Workflows section.
4. Select the workflow file in the File Open dialog and click OK.
5. Click the Upload file button in the Default Workflows section.
6. The file is uploaded, processed and the default workflow is displayed.
7. Workflow files can be uploaded one-by-one. If you have more workflows to upload, repeat the above steps.
Sample:
The administrator uses the Workflow Assistant in OmniPage (Tools menu/Workflow Assistant item) to create a
workflow, with steps necessary to handle an invoice. The workflow is exported from OmniPage (Tools
menu/Workflows item) as Invoice, and then uploaded to the PaperPort® PSP Server via the Administration Tool. The
user will see the Invoice item on the device screen. If this item is selected, the scanned document is loaded into
OmniPage on the user's machine and processed using the Invoice workflow.
5.3.4.3. D efault profiles
As an administrator, use PaperPort® to create scanning profiles available for all users on their own machines.
To create profiles
1. Create one or more scanning profiles in PaperPort®.
2. Close PaperPort®.
3. Copy the profiles.xml file to a location accessible through the Administration Tool. The profiles.xml file is
located in the Nuance\PaperPort\12 subfolder under the common application data Windows folder::
l
On Windows XP and Server 2003: C:\Documents and Settings\All Users\Application
Data\Nuance\PaperPort\12
l
On Windows 7, Server 2008: C:\ProgramData\Nuance\PaperPort\12
4. Click the Defaults tab (at the top).
5. Click the Browse... button in the Default Profiles section.
6. Select profiles.xml in the File Open dialog and click OK.
7. Click the Upload file button in the Default Profiles section. The file is now uploaded, processed and the
default profiles are displayed.
Sample:
- 59 -
The administrator uses PaperPort® to create profiles (for example, ColorScan, LowResBW, and so on), containing the
scanning parameters, image processing and destination format options performed by the MFP. The profiles are
uploaded to the PaperPort® PSP Server through the Administration Tool. The user will see the ColorScan, LowResBW,
and so on items on the device screen. If an item is selected, the document is scanned and processed, as described in
the profile.
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6. Troubleshooting tips
6.1. Logging
Administrators can collect PaperPort® PSP Server log information to investigate a problem. The log should be sent to
Nuance Support to find the reason of the problem.
The logging is disabled by default when PaperPort® PSP Server is installed to achieve the best performance. The
following instructions describe the necessary steps to turn on PaperPort® PSP Server logging.
1. Switch on logging in the PSPServerCore component.
1. Navigate to the <Installation folder of PaperPort® PSP Server>\PSPServerCore folder.
2. Make a copy of the original web.config file named, for example, web.config.original.
3. Open the web.config configuration file in a text editor (for example, Notepad).
4. Change the
<add key="PSPServerTraceEnabled" value="false"/>
line to
<add key="PSPServerTraceEnabled" value="true"/>.
5. Save and close the configuration file.
2. Switch on logging in the Administration Tool component. This step is only necessary, if the problem is in the
Administration Tool.
1. Navigate to the <Installation folder of PaperPort® PSP Server>\Admin folder.
4. Change the
line to
3. Switch on logging in the device client component. This step is only necessary, if the problem is in the device
client (UI at the MFD and scanning).
1. Navigate to the <Installation folder of PaperPort® PSP Server>\DeviceUI folder.
4. Change the
line to
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4. Make the switched on logging settings available.
1. Restart Internet Information Services (IIS) to load in the modified configuration files. It is enough to
restart the ScanToPCDesktopv11 application pool in IIS.
2. If the problem occurs in the device client (UI at the MFD and scanning), reboot the affected devices.
This is necessary because devices are using a cache mechanism to achieve best performance. By
restarting the device the cached information is cleared from memory.
5. Reproduce the problem and collect the log messages
1. Clear the already collected logging information. Delete the following files from the <Common
Application Data>\Nuance\PaperPortPSP\Log folder (if this folder does not exist, the step is
accomplished): AdminUI-<timestamp>.log, DeviceUI-<timestamp>.log and PSPServerCore<timestamp>.log, where the format of the <timestamp> is “<year with 4 digits><month with 2
digits><day with 2 digits>-<hour><minutes><seconds>”.
2. Reproduce the problem.
3. Collect the log messages. Collect the following files from the <Common Application
Data>\Nuance\PaperPortPSP\Log folder: AdminUI-<timestamp>.log, DeviceUI<timestamp>.log and PSPServerCore-<timestamp>.log, where the format of the <timestamp> is
“<year with 4 digits><month with 2 digits><day with 2 digits>-<hour><minutes><seconds>”. It can
happen that not all of these files exist; it depends on whether logging is enabled in the Administration
Tool or in the Device UI.
4. Send the collected log messages with the step-by-step error description to Nuance Support.
If the log containing the problem was gathered and sent, it is recommended to switch off logging, because logging needs
extra system resources. The following instructions describe the necessary steps to turn off PaperPort® PSP Server
logging.
1. Revert the configuration files back.
1. Overwrite the <Installation folder of PaperPort® PSP Server>\PSPServerCore\web.config with
the backed up version of the configuration file.
2. If logging of the Administration Tool was switched on, overwrite the <Installation folder of
PaperPort® PSP Server>\Admin\web.config with the backed up version of the configuration file.
3. If logging of the device client was switched on, overwrite the <Installation folder of PaperPort® PSP
Server>\DeviceUI\web.config with the backed up version of the configuration file.
2. Make available the switched off logging settings.
1. Restart Internet Information Services (IIS) to load in the original configuration files. It is enough to
restart the ScanToPCDesktopv11 application pool in IIS.
2. If the device client (UI at the MFD and scanning) was logged, reboot the affected devices. It is
necessary because devices are using a cache mechanism to achieve the best performance. By
restarting the device the cached information is cleared from memory.
If the logging mechanism is enabled and the product is uninstalled, the uninstaller deletes the log files.
6.2. Typical errors
The following section presents typical error scenarios with suggestions on how to solve them.
Error: The interactive installer alerts you that IIS is not installed.
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Description:
IIS is a prerequisite, but it is not found on the computer.
Solution:
Install IIS and restart the interactive installation.
Error: Installation order conflict (.NET Framework 2.0 and IIS)
Description:
“Server Error in '/PaperPortPSP' Application. The current identity (<machine name>\ASPNET) does not have write
access to: C:\WINDOWS\Microsoft.NET\Framework\v2.0.50727\Temporary ASP.NET Files”
or
“Failed to access IIS metabase”
Solution:
If IIS is installed after the .NET Framework 2.0 installation, the Framework registration into IIS is not performed
correctly. In this case an additional manual registration step is needed to avoid the error message. Open a command line
window, navigate to the %WinDir%\Microsoft.NET\Framework\v2.0.50727 folder and run the following two
commands:
aspnet_regiis -i -enable
aspnet_regiis -ga aspnet
Error: Web Services Enhancements 3.0 prerequisite is not installed
Description:
"Server Error in '/PaperPortPSP' Application." message appears when the Administration Tool is loaded.
Solution:
Administrator has not installed the Web Services Enhancements 3.0 prerequisite.
Install the WSE prerequisite launching the “PREREQ\Microsoft WSE 2.0 SP3 Runtime.msi” from the installation
package.
Error: Installer error message
The installer displays error messages if one of the installation prerequisites is missing, or if a virtual directory named
PaperPortPSP already exists in Microsoft® Internet Information Service setup. List of errors:
Condition
Error message
Solution
AdminUser
Installation of PaperPort PSP Server requires administrator Log in as an administrator to install
privileges. Installation will now abort.
the application.
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(Not Version9X And
VersionNT=500)
PaperPort PSP Server requires that your computer is
running Windows XP / Windows Server 2003 / Windows
Server 2008 / Windows 7 with the latest service pack.
Installation will now abort.
Install the application on a
supported operating system with
the latest service pack (see
System requirements).
PREREQ_ADMIN_
ELEVATED=1
Installation of PaperPort PSP Server requires administrator Log in as an administrator to install
privileges. Installation will now abort.
the application.
PREREQ_
DOTNET20_
INSTALLED=1
PaperPort PSP Server requires that you install the Microsoft Install Microsoft .NET Framework
.NET Framework Version 2.0 Redistributable Package
v2.0 or later.
prerequisite. Installation will now abort.
PREREQ_WSE_
INSTALLED=1
PaperPort PSP Server requires that you install the Web
Services Enhancements (WSE) 3.0 for Microsoft .NET
prerequisite. Installation will now abort.
Install WSE 3.0.
VersionNT<>501 or PaperPort PSP Server requires that your computer is
ServicePackLevel>=3 running Windows XP with Service Pack 3. Installation will
now abort.
Install Service Pack 3 for Windows
XP.
VersionNT<>502 or PaperPort PSP Server requires that your computer is
ServicePackLevel>=2 running Windows Server 2003 with Service Pack 2.
Installation will now abort.
Install Service Pack 2 for Windows
Server 2003.
PREREQ_IIS_
INSTALLED=1
PaperPort PSP Server requires that you install the Microsoft Install IIS.
Internet Information Service. Installation will now abort.
PREREQ_IIS_
PATH_OCCUPIED=0
PaperPort PSP Server requires that you do not have a
virtual folder named PaperPortPSP in Microsoft Internet
Information Service setup. Installation will now abort.
Remove this virtual folder from IIS.
Error: The Administration Tool does not display
Description:
n
Symptom #1:
l
l
l
n
On Windows Server 2008 (32- or 64-bit) or Windows 7 (32- or 64-bit) the following error message is
displayed: HTTP Error 503. The service is unavailable.
On Windows Server 2003 (32- or 64-bit) the following error message is displayed: Service
Unavailable.
On Windows XP the following error message is displayed: This program cannot display the
webpage.
Symptom #2: On Windows Server 2008 64-bit the Server Error in '/PaperPortPSP/Admin'
Application. The file '/PaperPortPSP/admin/AT_Default.aspx' has not been pre-compiled, and
cannot be requested. error message appears.
n
Symptom #3: On Windows Server 2003 (32-bit or 64-bit) the The page cannot be found (HTTP 404) error
message appears.
Solution:
For symptom #1: The ScanToPCDesktopv11 application pool is not started, so it should be started in IIS.
- 64 -
For symptom #2: The Enable 32-bit Applications option of the ScanToPCDesktopv11 application pool is set to
False. It should be switched to True.
For symptom #3 there can be two solutions:
n
n
You need to permit IIS to serve dynamic content. For guidelines on how to resolve this problem, see
http://support.microsoft.com/kb/315122. In addition to Active Server Pages, you also need to set ASP.NET
(the 32-bit version on Windows Server 2003 64-bit) to Allow.
On Windows Server 2003 64-bit in IIS 32-bit applications are not allowed. To fix this follow the instructions
described at the last step of Section Set-up web applications in IIS 5.1 and 6.0 manually.
Error: Administration Tool action buttons do not work
Description:
Such a situation may occur if Active Scripting is disabled in your Internet settings. On Windows Server 2003 or 2008,
the default setting is Disable.
Solution:
Add the Administration Tool to the trusted zone
or
Enable Active Scripting.
Using Internet Explorer under Windows Server 2003 or 2008, it implies the following steps:
1. Launch Internet Explorer.
2. Choose Internet Options… in the Tools menu.
3. Go to the Security tab.
4. Select Zones > Internet.
5. Click the Custom Level… button.
6. Choose Scripting > Active scripting and select the radio button Enable.
Error: Status warnings in the Managed Devices table (Devices panel of the Administration Tool).
Description:
If the application is unable to communicate with the device properly, the Status column displays question marks and/or
error signals.
Solutions in possible scenarios:
The second, third and fourth icons are question marks: check and correct the device administration logon information.
The second and third icons are question marks, and the fourth one is in yes/no status: check and correct SNMP
Community Name.
Error: Unregistration problem on some devices (e.g. 73xx)
Description:
- 65 -
When trying to unregister the service from a device (via the Configure device screen of the Administration Tool) you
may get the following error message: “Unable to un-register the service. Error: Server was unable to process request. -->
Invalid State. The device cannot complete your request at the current time.”
This means that the process is probably in use.
Solution:
If the PaperPort® PSP application or any other custom service is currently running on the device, exit from the running
application and navigate back to the main screen of the device. Try to unregister the application again.
Error: The server is configured to use FTP protocol, the device scans properly, but documents are not
delivered.
Description:
Everything works fine but the scanned documents do not arrive to the target FTP location.
Solution:
Check if the FTP protocol is enabled on the device.
- 66 -
7. Appendix
7.1. Enabling SSL
7.1.1. 2xx devices
Properties / Security / SSL settings: Make sure that SSL protocol is enabled and a certificate (at least self-signed) is
established.
7.1.2. 76xx devices
Properties / Connectivity / Protocols / HTTP settings: Make sure that Secure HTTP (SSL) protocol is enabled.
- 67 -
7.1.3. 73xx devices
Properties / Security / SSL/TLS Settings: Make sure that HTTP – SSL/TLS Communication protocol is enabled.
- 68 -
7.1.4. 56xx devices
Properties / Connectivity / Protocols / HTTP: Make sure that Secure HTTP (SSL) protocol is enabled.
7.1.5. 52xx devices
- 69 -
7.1.6. 72xx devices
- 70 -
7.2. Enabling EIP
7.2.1. 2xx devices
Properties / Services / Custom Services / Custom Services settings: Make sure that SSL protocol is enabled and
the Custom Services option is enabled.
- 71 -
7.2.2. 76xx devices
Properties / General Setup / Extensible Service Setup settings: Make sure that SSL protocol is enabled and the
Extensible Service Registration option is enabled.
- 72 -
7.2.3. 73xx devices
Properties / Services / Custom Services / Custom Services settings: Make sure that the Custom Services option
is enabled.
- 73 -
7.2.4. 56xx devices
Properties / Services / Custom Services / Custom Services settings: Make sure that the SSL protocol is enabled
and the Custom Services option is enabled.
7.2.5. 52xx devices
is enabled.
- 74 -
7.2.6. 72xx devices
is enabled.
- 75 -
7.3. Enabling SNMP protocols
7.3.1. 2xx devices
Properties / Connectivity / Protocols / SNMP settings: Make sure that the SNMP v1/v2c option is enabled.
- 76 -
7.3.2. 76xx devices
- 77 -
7.3.3. 73xx devices
Properties / Connectivity / Protocols / SNMP Configuration settings: Make sure that the SNMP v1/v2c option is
enabled.
- 78 -
7.3.4. 56xx devices
7.3.5. 52xx devices
enabled.
- 79 -
7.3.6. 72xx devices
enabled.
- 80 -
7.4. Enabling Scan Template Management
7.4.1. 76xx devices
Properties / General Setup / Extensible Service Setup settings: Make sure that the Extensible Service
Registration and the Scan Template Management options are enabled.
- 81 -
7.4.2. 73xx devices
Properties / Services / Network Scanning / Scan Template Management settings: Make sure that the SSL
protocol is enabled and the Template Management Service option is enabled.
- 82 -
7.4.3. 52xx devices
7.4.4. 72xx devices
- 83 -
- 84 -

PaperPort PSP Server 3

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