docuware elearning: guideline for docuware installation · 2014-10-22 · docuware installation and...

DocuWare Installation and Configuration Guideline for eLearning

of 31

DocuWare eLearning: Guideline for DocuWare Installation

In your work as a DAC or DSC in the field, you will need to carry out a DocuWare installation. This

can often be on the DAC’s or DSC's own system, for example for presentation purposes during the

DocuWare sales process.

This eLearning training provides you with a guide on how to install and configure DocuWare on a

virtual machine.. Please use this guide to install a DocuWare system on the VM provided by

DocuWare.

The DocuWare eLearning VM, which you can download in the section “Download of VM for Chapter

test”. The Windows Installation in this VM is valid for 30 days.

After the configuration is done, you have to send us a backupfile of the finished configuration.

Further Information will be given at the end of this Guideline


of 31

DocuWare Installation 1. Start virtual machine

Step-by-Step:

Doubleclick on the file Training_EN.exe (which you have downloaded from DocuWare Academy) and extract the content (eLearning_EN) into a folder

Open VMWare Workstation.

Use the menu File - Open to open the file eLearning_EN.vmx from the folder eLearning_EN

Click on the green start button.

Wait until Windows starts and login with password admin


of 31

2. Check files on your Desktop

On the desktop of your virtual machine, you can see a shortcut to Setup.exe, the license file Peters Engineering.lic, and File cabinet structure.xml.There are also some Sample documents in Libraries - Documents.

You will need these files for the following installation and configuration


of 31

3. Start DocuWare Setup

Double Click on the file Setup.exe on the Desktop


of 31

4. Start DocuWare Installation

Window: DocuWare Setup - Welcome to Docuware Setup Click on Next

Window: DocuWare Setup – License Agreement Activate I accept the license agreement Click on Next

Window: DocuWare Setup – Installation Type Click on Next

Window: DocuWare Setup – New Features Click on Next

Window: DocuWare Setup – Server Components Deactivate DocuWare Notification Server Deactivate DocuWare Web Modules Deactivate DocuWare Web Services Deactivate DocuWare Workflow Manager (Engine) Deactivate DocuWare Connect to Mail Click on Next

Window: DocuWare Setup – Client Components Deactivate DocuWare Administrative Power-Tools Click on Next


of 31

5. Install DocuWare internal database

Install DocuWare database engine with default settings, the database user admin and

administrator password admin

Step-by-Step:

Window: DocuWare Setup – Initialize Internal Database 2/2

Enter admin as Admin User

Enter the password admin twice

Click on Next Note: Please ensure that the username and password are written correctly and don’t contain any typos. Window: DocuWare Setup – Temp folder for DocuWare Server

Click on Next


of 31

6. Enter DocuWare license

Open the file Peters Engineering.lic from the desktop and click on Next

Step-by-Step:

Window: DocuWare Setup – Product License Click on … Window: Open Click on Desktop Choose the file Peters Engineering.lic Click on Open Window: DocuWare Setup – Product License

Click on Next


of 31

7. Install Authentication Server

Install Authentication Server with default settings

Step-by-Step:

Window: DocuWare Setup – Authentication Server Initialization (2/5) Click on Next

Window: DocuWare Setup – Authentication Server Initialization (4/5)


Click on Next Window: DocuWare Setup – Authentication Server Initialization (5/5)

Enter admin as DocuWare user


Click on Next


of 31

8. Install other Servers

Install Content Server, Workflow Server, Thumbnail Server, Imaging Server und Full Text Server with default settings

Step-by-Step:

Window: DocuWare Setup – Content Server Initialization (2/2) Click on Next

Window: DocuWare Setup – Workflow Server Initialization (2/2) Click on Next

Window: DocuWare Setup – Thumbnail Server Initialization (2/2) Click on Next

Window: DocuWare Setup – Full Text Server Settings Click on Next

Window: DocuWare Setup – IIS-Settings Click on the select list

Choose Default Web Site((All Unassigned):80) Click on Next

Window: DocuWare Setup – Job Processor

Click on Next

Window: DocuWare Setup – Installation Summary Click on Install

Window: DocuWare Setup – Installation Finished

Click on Finish

You have just installed a DocuWare System. Now you can configure the system.


of 31

Configure DocuWare 1. OpenDocuWare Administration

Start the DocuWare Administration using the Start Menu. Username and Password are admin

Step-by-Step:

Start the DocuWare Administration using the Start Menu (Start – All Programs - DocuWare - Configuration - DocuWare Administration)

DocuWare identification: admin

DocuWare password: admin

Click on OK


of 31

2. Create storage location

Create a storage location C:\DocuWare Location, which is used for File Cabinets and Web

Baskets.

Save your changes.

Step-by-Step:

Please right-click on Storage Location in DocuWare System

Choose Create new Storage Location

Window: General Click on Next

Window: File System Settings

Choose the storage path C:\DocuWare Location

Click on Finish Save your changes with Apply


of 31

3. User Administration – Create new Role

Create a new role named: Role - User

Save your changes with Apply

Step-by-Step:

Please click on arrow next to User Administration in Peters Engineering Please right-click on Roles Choose Create New Role

Rename the Role, using the name Role – User



of 31

4. User Administration – Create new Profile

Please right-click on Profiles Choose Create new profile

Window: Create General Profile – General Information

Profile name: Profile - User

Please click on Next Window: Create General Profile – Functional Rights

Please click on Next Window: Create General Profile – Assignment Plug-ins und LINK-Templates

Please click on Next Window: Create General Profile – RECOGNITION- and OCR-Templates

Please click on Next Window: Create General Profile – Barcode Settings

Please click on Next Window: Create General Profile – Stamps

Please click on Next Window: Create General Profile – Assignment to Roles and Users

Mark the Role Role - User and insert it into the right field using double-click Click on Finish



of 31

5. User Administration – Create User

Right-click on User

Choose Create new User

Window: Create User – General Information

DocuWare Login: Sanders

Password: admin

Please click on Next Window: Create User – Assignment Groups

Please click on Next Window: Create User – Assignment Roles

Mark the Role Role – User and insert it into the right field using double-click Please click on Next

Window: Create User – Assignment Profiles Please click on Next

Window: Create User – Function Rights Please click on Next

Window: Create User – Stamps Please click on Next

Window: Create User – Default Basket

Deactivate “Create default basket” Click on Finish



of 31

6. Create File cabinet – Part 1

Right-click on File cabinets Choose Create new File cabinet

Window: File Cabinet Creation – General Information

Name: Peters Engineering

Color: blue

Please click on Next Window: File Cabinet Creation – Database

Please click on Next Window: File Cabinet Creation – Disks

Please click on Next Window: File Cabinet Creation – Index Field Definition (part1)

Click on the button Structure (XML)

Click on Desktop and select File cabinet structure.xml

Please click on Next Window: File Cabinet Creation – Index Field Definition (part 2)

Please click on Next Window: File Cabinet Creation – Search Dialog Definition

Please click on Next Window: File Cabinet Creation – Store Dialog Definition

Please click on Next


of 31

7. Create File cabinet – Part 2

Window: File Cabinet Creation – Result List Type List Definition Please click on Next

Window: File Cabinet Creation – Result List Type Tree Definition Activate Define a tree view of result list Carry the following fields to the right one by one with the upper arrow

Project Doc.-Type Company

Carry the following fields to the right one by one with the lower arrow Subject Contact Please click on Next

Window: File Cabinet Creation – Info Dialog Please click on Next

Window: File Cabinet Creation – Profiles Click on Finish



of 31

8. Make file cabinet available for Windows Explorer Client

Please click on the arrow near the file cabinet Peters Engineering Click on General Activate the entry Windows Explorer Client access allowed in the table below General – Options. Save your changes with Apply


of 31

9. Create file cabinet profile

Please click on the arrow next to the file cabinet Peters Engineering Right-click on Profiles Choose Create new profile

Window: Create FC Profile – General Information

Name: File Cabinet Profile - User

Please click on Next Window: Create FC Profile – Administrative Rights

Please click on Next Window: Create FC Profile – General FC Rights

Please click on Next Window: Create FC Profile – Access Rights on Index Fields

Please click on Next Window: Create FC Profile – Overlays

Please click on Next Window: Create FC Profile – Search Dialogs, Store Dialogs, Result Lists

Mark the result list Standard Tree View Result Dialog and insert it into the right field using double-click Please click on Next

Window: Create FC Profile – Assign Profile to Users and Roles Mark the Role Role - User and insert it into the right field using double-click Please click on Finish



of 31

10. Install Client programs

Open Internet Explorer from the star menu (Start – Internet Explorer) DocuWare Web Client is already set as home page.

Login as admin (password: admin) Click on the DocuWare start menu (admin/PetersEngineering)

Click on Desktop Apps Window: Download Click on Run

Window: DocuWare Client Setup Choose Edit&Send App, Scan app, Printer App, Import App and Windows Explorer App

Click on Start Click on Close

Click on the DocuWare start menu (admin/PetersEngineering) Click on Connect DocuWare Desktop Fenster DocuWare Desktop Apps

Click on Yes


of 31

11. Create Document Tray for Web Client – Part 1

Click on the DocuWare Startmenu (admin/PetersEngineering). Select Configurations. The settings open in a new tab.

Click on Document Trays in the left area

Click on Basket locations in the top area Window: Document Tray Locations Click on Add Window: Create Location Enter Tray location as a name Click on Save Window: Document Tray Locations Click on Close


of 31

12. Create Document Tray for Web Client – Part 2

Click on the +-icon (Create) Window: Create Document Tray – General Name: Document Tray Color: blue Click on Next Window: Create Document Tray – Settings Click on Next Window: Create Document Tray – Intelligent Indexing Click on Next Window: Create Document Tray – Permissions Mark the user Sanders and add him as user. Click on Finish Close the Document Trays Plugin with a Click on the x-icon

Window: Message from Webpage Click on Ok


of 31

13. Create Printer configuration - part 1

Create a new Printer configuration „Outgoing documents“ for the file cabinet „Peters Engineering“

Step-by-Step::

Click on DocuWare Printer on the left side Window: DocuWare Printer - Start

Click on the + icon

Window: DocuWare Printer - General

Enter the name Outgoing documents

Select Peters Engineering Standard Store Dialog Click on Next


of 31

14. Create printer configuration - part2

Upload the sample document Sample Document_Printer.pdf and index it with company

name and Document type = invoice. The configuration should abe executed when a document is printed from Access.

Step-by-Step::

Window: DocuWare Printer – Identification Select Yes, from local file system Click on OK

Select the file Sample Document Printer.pdf from Libraries-

Documents. Click on Open

Select ..the document was printend from the application Click on Next

Window: DocuWare Printer – Splitting Click on Next

Window: DocuWare Printer - Indexing Use the Zone tool to create a zone over the company name (Busch Gardens)

Move the arrow next to the zone to the Indexfield Company Click on the index field Doc.-Type

Click on the Plus sign

Enter Invoice as an Entry

Click on Apply Click on Next


of 31

15. Create printer configuration - part3

Add the form Stationary.pdf (Libraries-Documents). Weisen Sie dem User Sanders diese

Konfiguration zu.

Step-by-Step::

Window: DocuWare Printer – Processing Click on Next

Window: DocuWare Printer – Form/Letterhead Click on Add form/letterhead Click on Add from file system…

Select Stationary.pdf (Libraries - Documents)

Click on Open Click on Next

Window: DocuWare Printer – Permissions

Mark the user Sanders and add him as user. Click on Save and close

Close the DocuWare Printer Plugin with a Click on the x-icon


of 31

16. Create Import Configuration – part 1

Create a new Import Configuration called Delivery note

Step-by-Step::

Click on Import Configurations (section Configure DocuWare) Window: Import Configurations - Start

Click on the + icon

Window: Import Configurations - General

Enter the name Delivery note

Select Peters Engineering Standard Store Dialog Click on Next Window: Import Configurations - Import Click on Next


of 31


Use the sample document Sample Document Import.pdf (Binaries-Documents)and split

it after every page

Step-by-Step::

Window: Import Configurations - Splitting

Choose Yes, from local file system Click on OK

Select Sample Document Import.pdf (Binaries – Documents)

Click on Open

Click on Split document (on the right side) Click on Next


of 31


Use the fixed index terms: Document type= Delivery note and Status= new. Do not upload

a form/letterhead and add „Sanders“ as a user.

Step-by-Step::

Window: Import Configurations –Indexing

Click on Doc.-Type Click on the Plus sign

Enter Delivery note

Click on Apply

Click on Status Click on the Plus Sign

Enter New

Click on Apply Click on Next

Window: Import Configurations – Form/Letterhead Click on Next Window: Import Configurations – Processing

Click on Next

Window: Import Configurations – Permissions Mark the user Sanders and add him as user.

Click on Save and close Close Internet Explorer


of 31


Create an Import folder

Step-by-Step::

Open DocuWare Desktop from the System Tray

Click on Import Click on Settings (Wheel on the right side)

Click on New

Enter the Name Import Delivery notes

Click on the three dots next to Folder Window: Browse For Folder Click on IMDesktop Click on Make New Folder

Name the folder Import

Click on OK

Use the select list next to Configuration to select Delivery note

Click on Save Close DocuWare Desktop


of 31

20. Create backup of configuration - Part 1

Start DocuWare Administration from the Start menu(Start - All Programs - DocuWare - Configuration - DocuWare Administration)

DocuWare identification: admin

DocuWare Password: admin

Click on OK Click on DocuWare System Click on the arrow next to Server (DocuWare System) Click on the arrow next to Workflow Servers

Click on WorkflowServer PRESENTATIONVM 1 In the table on the right side: Click on + next to add a new backup path Click on the arrow next to Backuppath- 1 Click on the Symbol "..." next to Location

Browse for Folder Choose Desktop Click on OK

Click on Apply


of 31

21. Create backup of configuration - Part 2

Click on Menu Tools and choose Backup System Settings Window: Backup System Settings- General

Enter your name for Backup file base name Click on Next

Window: Backup System Settings - Handling of Backup Files Click on Next

Window: Backup System Settings - Scheduling Choose Run once after wizard is finished Click on Finish

Window: Workflow Monitor Wait until status is 100% Click on OK

Close DocuWare Administration


of 31

22. Upload and check backup file

Drag the backup file from the Desktop of the virtual machine to the desktop of your Computer.

Please upload your backup file on the DocuWare Homepage.

You can upload the backup file in the right section of DocuWare Academy under Upload VM Backup.

You will receive a feedback immediately. If you have any questions, please contact [email protected]