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Prerequisites For Installing PaperSave |
  
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Prerequisites For Installing PaperSave |
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Before you proceed with below topic, please make sure that your server fulfills minimum Hardware and Software Requirements required for installing PaperSave.
IT Prerequisites for installing PaperSave
This topic outlines the IT Prerequisites to install the PaperSave application on your systems. Please contact PaperSave Support if you have any questions.
User Access
PAPERSAVE APPLICATION SERVER:
| • | Create a Domain User account that will run the PaperSave Application Server, and the User Account must be member of the Administrator Group of PaperSave Application Server. |
| • | The PaperSave Service Account must be a Member of the IIS_IUSRS group, Windows User Group on the PaperSave Server in order to run as the identity on an IIS AppPool. |
| • | PaperSave Service Account must be added to “Log on as a Batch Job” and “Log on as a Service” on PaperSave Application Server, PaperSave Web and Mobile Server. |
Microsoft Active Directory:
Microsoft Active Directory environment. Each PaperSave user will require an Active Directory user account in order to be able to access PaperSave. This applies for any user that will access PaperSave in any way, whether that is through the host application, or through other means, such as external users and SharePoint.
NETWORK ACCESS:
Each PaperSave user will need to have direct access to the internal network. Internal users will need to be able to be automatically authenticated by PaperSave via Active Directory, or if not on the Domain must be able to provide Active Directory user account credentials. External users will also require an Active Directory user account, and will need direct access to the internal network via a VPN connection (with proper resource sharing enabled) or a terminal server.
Note: |
PaperSave Service Account must have db_reader & db_writer rights on Blackbaud CRM Company Database. |
Configurations
Server Updates
| • | Latest Microsoft Windows Service Pack for installed operating system. |
Internet Information Services
| • | Internet Information Services (IIS) 7.0 or latest. |
| • | Installed as a role of Microsoft Windows Server. |
| • | Designated website where PaperSave Application Service will be installed must be configured to run under ASP.NET 2.0. |
| • | Go to the Properties window of the designated website, in the ASP.NET tab, and then in the ASP.NET drop-down menu select 2.0.50727. |
| • | For more information, click here. |
PaperSave Database Server
| • | PaperSave Services Account must have sysadmin rights on SQL Server instance to create PaperSave Database. Click here to know more about SysAdmin Rights. |
| • | For installing PaperSave on the machine with SQL server using Windows Authentication NT Authority\System, user must have the system admin rights. |
| • | If SQL is running on a separate server, it must allow remote connections, and MSDTC (Microsoft Distributed Transaction Coordinator) must be enabled. |
| • | Must enable MSDTC with the following Security Options enabled: |
| • | Security Settings > Network DTC Access, Enable XA Transactions. |
| • | Client and Administration > Allow Remote Clients, Allow Remote Administration. |
| • | Transaction Manager Communication > Allow Inbound, Allow Outbound, Mutual Authentication Required, Enable Transaction Internet Protocol (TIP) Transactions. |
| • | DTC Logon Account > NT Authority\NetworkService. |
Other Configuration
The PaperSave Drop Point Processing (Batch Scanning) Service can monitor network file folders to process ScanLater documents and also to originate workflow items. If you intend to use a Queue/ or a File Folder type Drop Point to originate workflow items, then the watch folder defined for it must be shared on your network, and the users who will be scanning or dropping files into it must be given Read, Write, & Modify rights to that shared folder. If you will be using a networked multi-function scanner instead of locally attached scanners, you can restrict access to this share to the PaperSave service account. Configure the multi-function device to login as that username. This is a more secure configuration.
The PaperSave Drop Point Processing (Batch Scanning) Service can monitor eMail mailbox folders to originate workflow items. If you intend to use an eMail type Drop Point to originate workflow items, then the the mailbox that you wish to monitor must be exposed over IMAP or POP (secured or unsecured). We only support monitoring IMAP/POP based mailboxes. Most popular SAAS based eMail systems such as Gmail, Outlook.com (Hotmail), and Office 365 (Exchange Online), can be accessed via secured IMAP or POP.
The PaperSave Settings (Management Console) is the front end piece of the application that will allow you to configure PaperSave. A designated PaperSave super user is the person whom usually has access to this piece. In order for that user to be able to create new queues/drop points in PaperSave, they will need the following access to the Watch Folder share: List Folder Contents, Read, Write & Modify.
Scanner Setup & Configuration
Desktop & Network Scanners
| • | If you are using a desktop scanner, make sure the device is TWAIN compliant and that its drivers are installed on the user’s workstation. If a user will be scanning to Workflow Queues/drop points using that scanner, make sure that an application that will allow us to scan to a mapped network drive, such as Scan All Pro or Microsoft Office Document Scanning is installed. |
| • | If you are using a multi-function device such as a network copier, make sure that the device has access to the location where the Workflow Queue/Drop point Watch Folders will be shared from, and that the device can output scanned documents in the following format: 300dpi, black & white (monochrome), Multi-Page TIFF file format. |
| • | Use the PaperSave Barcode Test Utility to test your scanner. |
| • | Load the utility and generate a barcode. |
Note: |
In case of Barcode separator, the document should be in TIFF format. |
| • | Save the barcode, print, then scan it using the desired scanner and save the file. |
| • | Browse to that file and run the utility. You will get a result letting you know whether or not the barcode was detected. If you experience issues with this, contact PaperSave Support. |
| • | PaperStream IP Software |
| • | PaperStream IP is a software with high quality image processing and user friendly intuitive operability scanner. The software will easily and automatically convert any documents into exceptionally clear image data which boosts work efficiency and productivity. This software is provided with Fujitsu scanners and is available for the Fujitsu fi-6 series and fi-7 series scanner. If you are interested in this software, contact your PaperSave Consultant and we will arrange for installation and configuration. |
PaperSave Queue/Drop Point Watch Folders and ScanLater™ Watch Folder
The PaperSave Drop Point Processing (Batch Scanning) Service can monitor network file folders to process ScanLater documents and also to originate workflow items. Once it processes a file successfully in a folder that it is monitoring then the content sourced from that file is stored inside the PaperSave database and a copy of the original file processed is stored in a “Processed” subfolder within the watch folder. It is safe to delete these copies once you are certain that you have a verified backup of the PaperSave database that includes the content that came from the file processed.
Limitations
PaperSave for Blackbaud CRM does not support 64-bit version of the following applications:
| • | MS Office |
| • | Internet Explorer (IE) |