ax 7.0 admin guide

135 Pages·2014·2.04 MB·English

EMC® ApplicationXtender®
Version 7.0
Desktop Installation Guide
EMC Corporation
Corporate Headquarters
Hopkinton, MA 01748-9103
1-508-435-1000
www.EMC.com
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Table of Contents
Preface ................................................................................................................................. 9
Chapter1 InstallingApplicationXtenderDesktop ........................................................ 11
Third-partyComponentInstallations................................................................. 11
Setup............................................................................................................... 12
InstallingAppXtenderDesktopinCitrixInstallMode......................................... 16
UnattendedSetup............................................................................................. 17
ConfiguringtheDataSource............................................................................. 21
SelectingDataSources...................................................................................... 22
LocatingDataSources................................................................................... 22
SpecifyingaDefaultDataSource................................................................... 24
SpecifyingMultipleDataSources.................................................................. 25
UsingtheDemoDatabase................................................................................. 26
VariationsoftheLoginProcedure...................................................................... 28
Chapter2 ConfiguringAppXtenderDocumentManagerMachines ............................. 31
Introduction..................................................................................................... 32
Fieldmasking............................................................................................... 33
Maskingconfidentialdata......................................................................... 33
Additionalpredefinedfieldformats........................................................... 35
CustomizingtheAppXtenderDocumentManagerWindow................................ 35
ChangePassword............................................................................................. 36
DisablingtheRememberPasswordOption..................................................... 37
ConfiguringtheToolbars,TitleBar,andStatusBar............................................. 37
DisplayingorHidingaToolbar..................................................................... 38
ChangingtheSizeofToolbarButtons............................................................. 39
CustomizingToolbars................................................................................... 39
ConfiguringtheTitleBar............................................................................... 40
DisplayingorHidingtheStatusBar............................................................... 41
PrintSetup....................................................................................................... 42
UsingStickyView............................................................................................ 42
SavingStickyViewSettings........................................................................... 43
CustomizingAppXtenderDocumentManagerViews......................................... 45
DockingaView............................................................................................ 45
DisplayingaViewasaDialogBox................................................................. 46
DisplayingaViewasSubwindow.................................................................. 47
HidingaViewonUse................................................................................... 47
ActivatingAppXtenderDocumentManagerFullScreenMode........................ 48
ManagingtheQueryViewResultSet............................................................. 48
ChangingtheWaytheResultSetListsDocuments...................................... 48
HidingorShowingResultSetColumns..................................................... 49
SortingtheResultSet................................................................................ 50
ReorderingtheResultSetColumns............................................................ 50
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TableofContents
ResizingtheResultSetColumns................................................................ 50
SavingtheResultSetColumns.................................................................. 51
ResettingResultSetColumnConfiguration................................................ 51
CollapsingtheResultSet........................................................................... 51
OpeningtheConfigurationDialogBox.............................................................. 52
ViewTab.......................................................................................................... 53
ImageSizeOptions....................................................................................... 53
ZoomSettingsarePixels............................................................................... 54
Scale-to-Gray................................................................................................ 55
DisplayTextViewofPage............................................................................. 55
RestoreLastLayoutatStartup....................................................................... 55
UseKeyViewtoDisplayForeignFiles............................................................ 55
UseAcrobatReadertoDisplayPDFFiles....................................................... 56
AllowMapofUnknownDataSourcestoExistingDataSources....................... 56
DisplayTab...................................................................................................... 56
ScreenDPI................................................................................................... 57
PgUp/PgDninDual-PageView..................................................................... 57
QueryResults............................................................................................... 57
MaximumQueryResults.......................................................................... 57
SortResultSetAutomatically.................................................................... 57
MaximumIndexRetrieved........................................................................ 58
SortOrderofDocumentID....................................................................... 58
Ascendingorder................................................................................... 58
Descendingorder................................................................................. 58
FontsTab......................................................................................................... 58
ScreenFonts................................................................................................. 59
PrinterFonts................................................................................................ 60
SimulateBoxDrawingCharacters................................................................. 61
ScanTab........................................................................................................... 61
EnablingImageProcessingOptions............................................................... 62
RemovingBlankPages.................................................................................. 62
SynchronizedScan........................................................................................ 63
ScannerManualFeedTime-out..................................................................... 63
COLDTab........................................................................................................ 63
CacheForms................................................................................................ 64
AllowPasteText........................................................................................... 64
AllowZoom................................................................................................. 64
DisplayasImageOnly.................................................................................. 65
FormOverlaySettings.................................................................................. 65
Screen...................................................................................................... 65
Printer..................................................................................................... 65
DefaultColorBarSettings............................................................................. 65
Show....................................................................................................... 65
Lines........................................................................................................ 65
Color....................................................................................................... 66
PrintTab.......................................................................................................... 66
PrintOriginalSize........................................................................................ 66
FittoPage.................................................................................................... 67
Dithering..................................................................................................... 67
PrintToolbarButton..................................................................................... 67
Acceleration................................................................................................. 68
XipPrint................................................................................................... 68
Talaris...................................................................................................... 68
QuickPCL............................................................................................... 68
EndorsePrintedPages.................................................................................. 69
E-MailTab....................................................................................................... 70
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TableofContents
E-MailFormats............................................................................................. 71
E-mailingImagesandTextinPDFFormat.................................................. 71
E-mailingImagesandTextinXPSFormat.................................................. 71
Black&WhiteImagesforE-mail............................................................... 71
4/8-bitColorImagesforE-mail.................................................................. 71
TrueColorImagesforE-mail..................................................................... 71
JPEGQualityFactor(1-100)................................................................... 72
TextforE-mail.......................................................................................... 73
UseMulti-PageFilesforE-mail................................................................. 73
E-mailinArchivedFormat........................................................................ 74
E-mailVendor.......................................................................................... 75
ExportTab....................................................................................................... 75
ExportingTextandImagesinPDFFormat..................................................... 76
Black&WhiteImagesforExport................................................................... 76
4/8-bitColorImagesforExport...................................................................... 76
TrueColorImagesforExport........................................................................ 76
JPEGQualityFactor(1-100)....................................................................... 76
TextforExport............................................................................................. 77
UseMulti-pageFilesforExport..................................................................... 77
ExportinArchivedFormat............................................................................ 78
FileTypesTab.................................................................................................. 79
AddingFileTypes........................................................................................ 80
DeletingFileTypes....................................................................................... 80
DataTab.......................................................................................................... 80
EnableDualDataEntry................................................................................ 81
DisableQueryWindow................................................................................. 82
DatabaseConnect&Drop............................................................................. 82
CheckforMatchingIndex............................................................................. 82
AllowRememberPassword.......................................................................... 82
PromptforCheckOutWhenOpen................................................................ 83
AutoLogout................................................................................................. 84
DataField2DigitYearMaxFutureYearsSetting............................................ 84
ImageStorageFormat................................................................................... 84
StorageFormatforBlack&WhiteImages.................................................. 85
StorageFormatfor4/8-bitColorImages..................................................... 85
StorageFormatforTrueColorImages........................................................ 85
JPEGQualityFactor(1-100)................................................................... 85
SeparateMulti-pageTIFFs........................................................................ 86
PathsTab......................................................................................................... 87
LocalWritePath........................................................................................... 88
PersonalSearchPath..................................................................................... 88
VolumeLabelSearchDrives.......................................................................... 88
BusinessIntelligenceGatewayPath............................................................... 89
FullTextTab..................................................................................................... 89
ProcessingQueue......................................................................................... 90
AllowFull-text............................................................................................. 90
ConverttoText(ifnecessary)......................................................................... 91
PromptUserwithQueueSelection................................................................ 91
SubmitNewDocumentsforFull-textIndex.................................................... 91
OCRTab.......................................................................................................... 91
OCREngine................................................................................................. 92
AllowOCR.................................................................................................. 92
OCRResultFormat....................................................................................... 93
LanguageSelection....................................................................................... 93
OCRJob....................................................................................................... 93
ProcessingQueue..................................................................................... 93
PromptUserwithQueueSelection............................................................ 94
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TableofContents
ThumbnailTab................................................................................................. 95
DocumentSigningTab...................................................................................... 97
ImportingDigitalCertificates........................................................................ 97
ExportingDigitalCertificates........................................................................ 98
SpecifyingaDefaultDigitalCertificate........................................................... 99
ClearingDefaultDigitalCertificate................................................................ 99
DeletingDigitalCertificates........................................................................... 99
SavingandLoadingSettings............................................................................. 99
SavingSettings........................................................................................... 100
ImportantInformationaboutXSCM.CONFIG.............................................. 101
SavedMachineSettings............................................................................... 102
LoadingSettings......................................................................................... 108
Chapter3 UpgradingAppXtenderSystem ................................................................. 111
Concepts........................................................................................................ 111
ConnectivityBetweenReleases.................................................................... 111
UnderstandingaWorkstationUpgrade........................................................ 112
SecurityProvidersandUpgrading............................................................... 112
OneAppXtenderAdminLoginAccountforAllDataSources........................ 112
UpgradingtheCurrentVersionofAppXtender................................................ 113
PreparingAppXtenderDatabasesforUpgrade............................................. 114
UpgradingtheAppXtenderDatabase.......................................................... 114
SelectingaDifferentSecurityProvider......................................................... 115
AppendixA MaintainingtheAppXtenderDesktopInstallation ..................................... 117
ModifyinganAppXtenderDesktopInstallation............................................... 117
RepairinganAppXtenderDesktopInstallation................................................. 118
ModifyingAppXtenderDesktopinWindowsVista,Windows7,or
Windows8OS................................................................................................ 119
RepairingAppXtenderDesktopinWindowsVista,Windows7,or
Windows8OS................................................................................................ 120
UninstallingAppXtenderDesktop................................................................... 120
UninstallingAppXtenderDesktopinWindowsVista,Windows7,or
Windows8OS................................................................................................ 121
Glossary ............................................................................................................................ 123
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TableofContents
List of Figures
Figure1. WindowsSecurityProvider................................................................................... 29
Figure2. DefiningaFieldDisplayMask............................................................................... 34
Figure3. MaskedIndexField.............................................................................................. 34
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TableofContents
List of Tables
Table1. ADDLOCALFeatures........................................................................................... 20
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Preface
ThisdocumentprovidesinstructionsonhowtoinstalltheApplicationXtenderDesktop(AppXtender
Desktop)software.
Aspartofanefforttoimproveandenhancetheperformanceandcapabilitiesofitsproductlines,EMC
periodicallyreleasesrevisionsofitshardwareandsoftware. Therefore,somefunctionsdescribedinthis
documentmaynotbesupportedbyallversionsofthesoftwareorhardwarecurrentlyinuse. Forthemost
up-to-dateinformationonproductfeatures,refertoyourproductreleasenotes.
Ifaproductdoesnotfunctionproperlyordoesnotfunctionasdescribedinthisdocument,pleasecontact
yourEMCrepresentative.
Audience
ThisdocumentispartoftheEMCAppXtenderdocumentationset,andisintendedforsystem
administratorswhoareresponsibleforinstallingsoftwareandmaintainingtheserversandclientson
anetwork. Operatorswhomonitorthedailybackupsmayalsofindthismanualuseful.
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Preface
10