ABBYY FlexiCapture 10 System Administrator’s Guide © 2011 ABBYY. All rights reserved. © 2011 ABBYY. All rights reserved. ABBYY, the ABBYY logo, FlexiCapture, FlexiLayout, FormReader, FineReader are either registered trademarks or trademarks of ABBYY Software Ltd. © 1984-2007 Adobe Systems Incorporated and its licensors. All rights reserved. Protected by U.S. Patents 5,929,866; 5,943,063; 6,289,364; 6,563,502; 6,639,593; 6,754,382; Patents pending. Adobe, Acrobat, the Acrobat logo, the Adobe logo, the Adobe PDF logo and Adobe PDF Library are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. WIBU, CodeMeter, SmartShelter, SmartBind are registered trademarks of Wibu-Systems. PixTools © 1994-2007 EMC Corporation. All rights reserved. JScript is a registered trademark of Microsoft Corporation in the United States and/or other countries. Unicode is a trademark of Unicode, Inc. JasPer Software © 1999-2000, Image Power, Inc. © 1999-2000, University of British Columbia, Canada. © 2001-2006 Michael David Adams. All rights reserved. All other trademarks are the property of their respective owners. © 2011 ABBYY. All rights reserved. 2 Table of Contents Installing ABBYY FlexiCapture 10 ....................................................................... 5  Standalone Installation ............................................................................................................................................................................................................................ 5  System Requirements ......................................................................................................................................... 5  Installation methods ............................................................................................................................................ 5  Interaction of the system components ............................................................................................................ 5  Manual (interactive) installation ........................................................................................................................ 5  Command line installation .................................................................................................................................. 6  Distributed Installation ............................................................................................................................................................................................................................ 7  System Requirements ......................................................................................................................................... 7  General information ........................................................................................................................................... 14  Preparing the Application Server for installation on Windows 2012 ...................................................... 14  Preparing the Application Server for installation on Windows Server 2008 R2 .................................. 15  Preparing the Application Server for installation on Windows 2003 ...................................................... 18  Installing the servers ......................................................................................................................................... 22  External components required for the correct operation of the system ................................................. 24  System components in IIS and their configuration ..................................................................................... 25  Database server ................................................................................................................................................. 36  Interaction of the system components .......................................................................................................... 37  Installing the stations ......................................................................................................................................... 37  Using Active Directory .......................................................................................................................................................................................................................... 39  Example: Deploying ABBYY FlexiCapture 10 using Active Directory ................................................... 40  Using SMS ....................................................................................................................................................................................................................................................... 43  Example: Deploying ABBYY FlexiCapture 10 using Microsoft SMS ..................................................... 43  Installing Remote Stations .................................................................................................................................................................................................................. 46  Updating your earlier ABBYY FlexiCapture 10 releases to Release 6 ................................................................................................................. 47  Distributed installation ....................................................................................................................................... 47  Standalone installation ...................................................................................................................................... 47  General notes ..................................................................................................................................................... 47  Upgrading from ABBYY FlexiCapture 9.0 .............................................................................................................................................................................. 47  Using ABBYY FlexiCapture 9.0 Professional projects (*.fcproj) ............................................................. 47  Using ABBYY FlexiLayout Studio 9.0 projects (*.fsp) in ABBYY FlexiLayout 10 ................................ 48  Using FlexiLayouts (*.afl) created in ABBYY FlexiLayout 9.0 ................................................................. 48  Upgrading from ABBYY FlexiCapture 8.0 Professional ................................................................................................................................................ 49  Using ABBYY FlexiCapture 8.0 Professional projects (*.fcproj) ............................................................. 49  Using ABBYY FlexiLayout Studio 8.0 projects (*.fsp) in ABBYY FlexiLayout 10 ................................ 49  Using FlexiLayouts (*.afl) created in ABBYY FlexiLayout 8.0 ................................................................. 49  Errors which may occur while converting FlexiLayouts ............................................................................ 49  Upgrading from ABBYY FormReader 6.5 ................................................................................................................................................................................ 50  Using ABBYY FlexiCapture Studio 1.5 projects (*.fsp) in ABBYY FlexiLayout 10 ............................. 50  Using FlexiLayouts (*.afl) created in ABBYY FlexiCapture Studio 1.5 .................................................. 50  Importing templates from ABBYY FormReader 6.5 batches (*.frm) ...................................................... 51  Managing Your Licenses ....................................................................................... 55  Overview ......................................................................................................................................................................................................................................................... 55  ABBYY FlexiCapture 10 License Manager .............................................................................................................................................................................. 55  © 2011 ABBYY. All rights reserved. 3 License properties ..................................................................................................................................................................................................................................... 56  License statuses ........................................................................................................................................................................................................................................... 56  Buttons ............................................................................................................................................................................................................................................................. 57  Activating a license .................................................................................................................................................................................................................................. 57  How activation is carried out? ......................................................................................................................... 57  Connecting stations to the Licensing Server ......................................................................................................................................................................... 57  Setting Up FlexiCapture 10 Distributed Installation .................................... 59  Quick setup of FlexiCapture for demonstration installations .................................................................................................................................. 59  Detailed setup of FlexiCapture........................................................................................................................................................................................................ 59  How to choose the user authentication type ................................................................................................ 59  Creating a database .......................................................................................................................................... 60  Connecting to an existing database .............................................................................................................. 63  Uploading project to server .............................................................................................................................. 63  Creating new users ............................................................................................................................................ 64  Setting up user roles and access rights ........................................................................................................ 66  Configuring the Processing Server ................................................................................................................ 67  Oracle database settings ....................................................................................................................................................................................................................... 69  Web(cid:2)stations settings ............................................................................................................................................................................................................................. 71  Security Settings in FlexiCapture 10 Distributed ............................................................................................................................................................... 71  Recommendation for setting up FlexiCapture 10 ............................................................................................................................................................ 75  General recommendation ................................................................................................................................. 75  Using performance counters ........................................................................................................................... 78  Logging ....................................................................................................................... 83  Administration and Monitoring Console logs ...................................................................................................................................................................... 83  Task processing logs on the Processing Servers ................................................................................................................................................................. 83  OS event logs on the servers ............................................................................................................................................................................................................. 83  Working with Clusters ............................................................................................ 84  Setting Up the Processing Server ................................................................................................................................................................................................... 84  Deploying the Processing Server on a Failover Cluster ........................................................................... 84  Setting Up the Licensing Server ................................................................................................................................................................................................... 103  Setting Up the Application Server (and clustering the Administration and Monitoring Console and Web Stations) . 103  Setting Up an NLB Cluster for the Application Server ............................................................................. 103  Technical Support .................................................................................................. 105  © 2011 ABBYY. All rights reserved. 4 Installing ABBYY FlexiCapture 10 Before purchasing the product, analyze your document processing needs and select either the local or the distributed version. If you plan to process moderate amounts of documents (approximately 5,000 pages per day), employ one or two operators for the job, and do not require any sophisticated batch routing, then Standalone Installation is the best choice. If you plan to automate data capture and processing, require sophisticated batch routing based on document or batch types, and need a scalable pool of centrally administered workstations, then select Distributed Installation. Note: When installing the program under Windows Vista, Windows 7, Windows Server 2008 or Windows Server 2008 R2 opera- tions systems, the UAC must be disabled before installation or the native administrator account must be used. Important! The distributed and local versions cannot be installed on the same computer. Standalone Installation System Requirements • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz • Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2+ Desktop Experience, Windows Server 2008 R2 SP1+ Desktop Experience, Windows Server 2012 + Desktop Experience, (for localized interfaces, corresponding language support is required) • Memory: 512 MB for each CPU core, but no less than 1 GB • Hard disk space: 1,5 GB (including 1 GB for installation) • Scanner supporting TWAIN, WIA or ISIS • Video card and display with a resolution of 1024×768 • Microsoft .NET Framework 3.5 SP1 Installation methods The following installation methods are available to install the standalone version of ABBYY FlexiCapture: • manually (interactive installation) • from the command line Interaction of the system components The following figure displays the system component interaction for standalone installation: If you have one license and several operator stations, then for connecting operator stations to the Licensing Server, the 10040 port has to be opened manually in Firewall settings. Manual (interactive) installation To install the standalone version of ABBYY FlexiCapture: 1. In the Autorun menu, select Standalone Installation (you can run the autorun.exe file manually). © 2011 ABBYY. All rights reserved. 5 2. Select a setup language. The setup program will compare the locale of your system and the selected language. If the lan- guages are incompatible, a warning message is displayed. 3. Next, the setup program checks the version of your operating system and the availability of the administrative permis- sions. If the version of the operating system is not supported by the program or you do not have the administrative per- missions, a warning message is displayed and the setup program is terminated. 4. If all the checks are passed successfully, the end-user license agreement will be displayed. Read the license agreement carefully and if you agree with the terms of the agreement, select the corresponding option and click Next. 5. A dialog box will open prompting you to enter some information about yourself. Enter the required information and con- tinue with the installation. 6. In the next dialog box, select one of the available installation modes: • Administrator Station – The setup program installs the Administrator Station, FormDesigner 10, and FlexiLayout Studio 10. • Operator Station – The setup program installs only the Operator Station. (The Administrator Station, FormDesigner 10 and FlexiLayout Studio 10 will not be installed). • Administrator and Operator Station – The setup program installs the Administrator Station, the Operator Station, FormDesigner 10 and FlexiLayout 10. By default this configuration is installed. 7. Next, select a destination folder. By default, the program is installed to %systemdrive%\Program Files\ABBYY FlexiCapture 10. If there is not enough space on the selected hard disk, a window is displayed showing your hard disks, the available free space, and the space required by the installation. Select a disk with sufficient free space and continue with the installation. 8. The program files will be copied onto your computer. Once the installation is finished, the setup program will display a message saying that the application has been successfully installed. 9. FlexiCapture 10 License Manager will be launched automatically so that you can activate your serial number. See the Managing Licenses section for details. Note: For information about configuring multiple workstations to work with a single license server, see “Connecting stations to the Licensing Server”. Command line installation In the default configuration, all recognition languages are installed on the local computer and the interface language is selected automatically based on the regional settings of the computer on which the program is installed. The default configuration includes the Administrator and Operator stations, guides, help files, ABBYY FlexiLayout and ABBYY FormDesigner tools and FlexiCap- ture 10 License Manager. Run the setup.exe file located in the administrative installation folder using the command line options described below. Advertise installation For advertise installation, type Setup.exe /j The stations icons will appear in the Start menu. Clicking this icon automatically installs the program in default configuration. Clicking the Administrator Station icon installs the Administrator Station, guides, help files, ABBYY FlexiLayout and ABBYY FormDesigner tools and FlexiCapture 10 License Manager. Clicking the Operator Station icon installs the Operator Station, help files and FlexiCapture 10 License Manager. Silent installation In the case of silent installation, no setup dialog boxes are displayed and the program is installed in default configuration. Setup.exe /qn Change “/qn” to “/qb” if you want an installation progress bar to be displayed. No other dialog boxes will be displayed. Additional command line options /L<language code> disables auto selection of the interface language and installs the program with the interface language you specified. The following language code values are available: 1033 English 1049 Russian 1031 German 1036 French © 2011 ABBYY. All rights reserved. 6 2052 Chinese simplified 1040 Italian 1034 Spanish 2074 Serbian 1029 Czech 1038 Hungarian 1045 Polish 1046 Portuguese (Brazilian) 1042 Korean /V <command line> passes the specified command line directly to msiexec.exe. The <command line> string can be replaced with the following commands: INSTALLDIR="<destination>" – the path to the folder where ABBYY FlexiCapture 10 is to be installed. SETUPTYPE_CMD="<install mode>" – available installation modes. The following modes are available: Full – Full installation (the Administrator and the Operator Stations, guides, help files, ABBYY FlexiLayout and ABBYY FormDesigner as well as License Manager will be installed) Admin – Administrator Station (the Administrator Station, guides, help files, ABBYY FlexiLayout and ABBYY FormDesigner as well as License Manager will be installed) Operator – Operator Station Example: Setup.exe /qn /L1049 /v INSTALLDIR="D:\FC10" SETUPTYPE_CMD=Full As a result, the Administrator and Operator Stations will be installed into D:\FC10, and Russian will be used the language of the interface. Removing ABBYY FlexiCapture in silent mode msiexec /x {FC100000-0006-0000-0000-074957833700} Distributed Installation System Requirements Servers Application Server • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. The use of processor which has 2 or more cores is recommended for Application Server. • Operating system: Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) • Memory: no less than 2 GB for Application Server and 4 GB for MS SQL Server • Hard disk space: 100 MB for installation, 2 GB for SQL Server database. Additional space is required for the file stor- age. • The computer where the server is installed must be connected to your domain • Internet Information Server 6, 7, 7.5 or 8. • Microsoft .NET Framework 4.0 (4.5 if running under Windows Server 2012) • Microsoft SQL Server 2005 SP2, 2008 SP1, 2008R2 SP1, 2012 Note: Microsoft Azure SQL is not supported. • Oracle 10g or 11g Administration and Monitoring Console o Video card and display with a resolution of 1024×768 o Internet Information Server 6, 7, 7.5 or 8. o Microsoft .NET Framework 4.0 (4.5 if running under Windows Server 2012) o Crystal Reports for Visual Studio 2010 (Version 13), Crystal Reports 2008 (Version 12), Crystal Reports for Visual Studio 2008 (Version 10.5) © 2011 ABBYY. All rights reserved. 7 o Internet Explorer 7, 8, 9 or 10 FlexiCapture Authentication Module o Internet Information Server 7 or later o Microsoft .NET Framework 4.0 (4.5 if running under Windows Server 2012) For operation of Web Module for login and registration: o Microsoft Internet Explorer version 7, 8, 9 or 10 (Internet Explorer 10 for desktop is only supported under Windows 8 and Windows Server 2012). Internet Explorer 64-bit is only supported under Windows 7 SP1, Windows 8, Windows Server 2008 R2 SP1 and Windows Server 2012 if SilverLight 5 is installed. FireFox 14 or later, Google Chrome 20 or later o Browser security settings: Internet Explorer medium-high protection level. If high protection level is used, the following option must be specified explicitly: (cid:131) Active scripting = Enable Security settings for Google Chrome: (cid:131) JavaScript = Allow all sites Security settings for Mozilla FireFox: (cid:131) Java scripting = Enable Processing Server • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. • Operating system: Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) • Memory: no less than 2 GB • Hard disk space: 100 MB for installation • Video card and display with a resolution of 1024×768 • The computer where the server is installed must be connected to your domain • Microsoft .NET Framework 4.0 (4.5 if running under Windows Server 2012) Licensing Server • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. • Operating system: Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) • Memory: no less than 2 GB • Hard disk space: 100 MB for installation • The computer where the server is installed must be connected to your domain • Microsoft .NET Framework 4.0 (4.5 if running under Windows Server 2012) Stations Project Setup Station • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz • Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2+ Desktop Experience, Windows Server 2008 R2 SP1+ Desktop Experience, Windows Server 2012 + Desktop Experience (for localized interfaces, corresponding language support is required) • Memory: 512 MB for each CPU core, but no less than 1 GB • Hard disk space: 1,5 GB (including 1 GB for installation) • Scanner supporting TWAIN, WIA or ISIS • Video card and display with a resolution of 1024×768 • The computer where the station is installed must be connected to your domain © 2011 ABBYY. All rights reserved. 8 • Microsoft .NET Framework 3.5 SP1 Processing Station • PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. • Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008 R2 SP1, Windows Server 2012 (for localized interfaces, correspond- ing language support is required) • Memory: 512 MB for each CPU core, but no less than 1 GB • Hard disk space: 1,5 GB (including 1 GB for installation) • The computer where the station is installed must be connected to your domain • Microsoft .NET Framework 3.5 SP1 Verification Stations Verification Station o PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. o Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008 R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) o Memory: 512 MB for each CPU core, but no less than 1 GB o Hard disk space: 1,5 GB (including 1 GB for installation) o Video card and display with a resolution of 1024×768 o The computer where the station is installed must be connected to your domain o Microsoft .NET Framework 3.5 SP1 Remote Verification Station o PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. o Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008 R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) o Memory: 1 GB o Hard disk space: 100 MB o Video card and display with a resolution of 1024×768 o Microsoft .NET Framework 3.5 SP1 Web Verification Station o Video card and display with a resolution of 1024×768 o Microsoft Internet Explorer version 7, 8, 9 or 10 (Internet Explorer 10 for desktop is only supported under Windows 8 and Windows Server 2012). Internet Explorer 64-bit is only supported under Windows 7 SP1, Windows 8, Windows Server 2008 R2 SP1 and Windows Server 2012 if SilverLight 5 is installed. FireFox 14 or later, Google Chrome 20 or later o SilverLight 4.0.60129.0 or later; using SilverLight5 is strongly recommended o Browser security settings: Internet Explorer medium-high protection level. Detailed required settings for Internet Explorer: (cid:131) Run ActiveX controls and plugins = Enable (cid:131) Script ActiveX controls marked safe for scripting = Enable (cid:131) Active scripting = Enable (cid:131) File Download = Enable (for installation of SilverLight) Security settings for Google Chrome: (cid:131) JavaScript = Allow all sites (cid:131) Plugins = Run automatically © 2011 ABBYY. All rights reserved. 9 Security settings for Mozilla FireFox: (cid:131) Java scripting = Enable (cid:131) FireFox will Remember History (Options -> Privacy) = Disable Data Verification Stations Data Verification Station o PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. o Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2, Windows Server 2008 R2 SP1, Windows Server 2012 (for localized interfaces, corresponding language support is required) o Memory: 1 GB o Hard disk space: 100 MB o Video card and display with a resolution of 1024×768 o Microsoft .NET Framework 3.5 SP1 Web Data Verification Station o Video card and display with a resolution of 1024×768 o Microsoft Internet Explorer version 7, 8, 9 or 10 (Internet Explorer 10 for desktop is only supported under Windows 8 and Windows Server 2012). Internet Explorer 64-bit is only supported under Windows 7 SP1, Windows 8, Windows Server 2008 R2 SP1 and Windows Server 2012 if SilverLight 5 is installed. Mozilla FireFox 14 or later, Google Chrome 20 or later o SilverLight 4.0.60129.0 or later; using SilverLight5 is strongly recommended o Browser security settings: Internet Explorer medium-high protection level. Detailed required settings for Internet Explorer: (cid:131) Run ActiveX controls and plugins = Enable (cid:131) Script ActiveX controls marked safe for scripting = Enable (cid:131) Active scripting = Enable (cid:131) File Download = Enable (for installation of SilverLight) Security settings for Google Chrome: (cid:131) JavaScript = Allow all sites (cid:131) Plugins = Run automatically Security settings for Mozilla FireFox: (cid:131) Java scripting = Enable (cid:131) FireFox will Remember History (Options -> Privacy) = Disable Scanning Stations Scanning Station o PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. o Operating system: Windows XP SP3, Windows Vista SP2, Windows 7 SP1, Windows 8, Windows Server 2003 SP2, Windows Server 2008 SP2+ Desktop Experience, Windows Server 2008 R2 SP1+ Desktop Ex- perience, Windows Server 2012 + Desktop Experience (for localized interfaces, corresponding language sup- port is required) o Memory: 1 GB o Hard disk space: 1 GB (including 200 MB for installation and space for scanned images) o Scanner supporting TWAIN, WIA or ISIS o Video card and display with a resolution of 1024×768 o Microsoft .NET Framework 3.5 SP1 ClickOnce Scanning Station o PC with Intel® Pentium®/Celeron®/Core™2 Duo/Quad/Xeon®/Core™ i3/Core™ i5/Core™ i7, AMD K6/Turion™/Athlon™/Duron™/Sempron™ with a minimum clock speed of 2 GHz. © 2011 ABBYY. All rights reserved. 10