Installation Guide. NSi AutoStore TM 6.0

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1 Installation Guide NSi AutoStore TM 6.0

2 TABLE OF CONTENTS PREREQUISITES... 3 INSTALLATION: UPGRADING FROM AUTOSTORE INSTALLATION: NEW INSTALLATION... 8 LICENSING GETTING STARTED Notable Solutions Inc. THE INFORMATION CONTAINED IN THIS DOCUMENT IS SUBJECT TO CHANGE WITHOUT NOTICE. NOTABLE SOLUTIONS INC. MAKES NO WARRANTY OF ANY KIND WITH RESPECT TO THIS INFORMATION. NOTABLE SOLUTIONS INC. SPECIFICALLY DISCLAIMS THE IMPLIED WARRANTY OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. NOTABLE SOLUTIONS INC. SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR OTHER DAMAGE ALLEGED IN CONNECTION WITH THE FURNISHING OR USE OF THIS INFORMATION. 2

3 PREREQUISITES Hardware Software Windows operating system (OS) running on computer with at least a 2 GHz Processor Minimum 2 GB of RAM is necessary but 4 GB or greater is recommended Minimum of 10 GB of hard disk space NIC Card Supported Windows operating systems: Windows 7 (32\64 bit) Professional SP1 Windows 2008 R2 Standard\Enterprise SP1 Windows 2008 (32\64 bit) Standard \Enterprise with the latest service pack Windows 2003 R2 (32\64 bit) Standard\Enterprise with the latest service pack Windows 2003 (32 bit) Standard\Enterprise with the latest service pack Additional software: Microsoft.NET Framework 3.5 Microsoft.NET Framework 4.0 Remaining prerequisites will be installed during the installation process. 3

INSTALLATION: UPGRADING FROM AUTOSTORE 5.0 1.

4 INSTALLATION: UPGRADING FROM AUTOSTORE If a previous installation of AutoStore exists on your system, you will need to uninstall this version of AutoStore in order to continue with the installation of AutoStore 6. If you continue without uninstalling, you will receive a notification and the installation will stop. Select Finish to continue. Note that when upgrading from AutoStore 5.0 to AutoStore 6 many components have been moved to a Sunset category. Components that are under this category will continue to be supported but will no longer receive software updates. These components will not be provided with the default AutoStore 6 installation. In order to install any of these components, you must use the Update Services option within the AutoStore 6 Process Designer to download and install. 4

5 2. From the Start Menu, under the NSi folder, select Uninstall. You may need administrator rights to run the uninstall program. If this is the case, right-click on Uninstall in the Start Menu and select Run as administrator or ask your system administrator to grant you the necessary permissions. Note: Once you install AutoStore 6, you will NOT be able to revert back to a previous version of AutoStore. You should check with your system administrator before uninstalling any program. 5

are currently running and need to be closed before continuing with the uninstallation process.

6 3. You will be asked to confirm your decision to uninstall AutoStore. 4. It is possible you will receive notifications that background processes required for AutoStore are currently running and need to be closed before continuing with the uninstallation process. If this occurs, select OK and continue. (This may occur several times. In each instance, simply select OK to continue). 6

5. You may be asked to restart your computer. Check with your system administrator prior to restarting your computer.

6. Once the uninstallation process has completed, start the installation process for AutoStore 6. Locate the software installation file.

Otherwise, double-click the file to begin the installation process.

7 5. You may be asked to restart your computer. Check with your system administrator prior to restarting your computer. If no other necessary processes will be affected, select Yes to restart. If you do not receive this message, manually shutdown and restart your computer. 6. Once the uninstallation process has completed, start the installation process for AutoStore 6. Locate the software installation file. Right-click this file and choose Run as administrator, if you are installing on Windows Otherwise, double-click the file to begin the installation process. Note: If the installation is being retried after a first failed attempt, installation files may have already been downloaded. In this instance select OK to overwrite, and then continue with the AutoStore 6 installation. 7. Proceed to the NEW INSTALLATION section of INSTALLATION of this guide which will guide you through the remaining installation steps. 7

8 INSTALLATION: NEW INSTALLATION 1. Locate the software installation file. Right-click this file and choose Run as administrator, if you are installing on Windows Otherwise, double-click the file to begin the installation process. 2. If prompted to allow the program to make changes to the computer, select Yes. 8

9 3. Select a download path or accept the default location where the AutoStore 6 Installation files will be downloaded. The Download and Install option has been selected, but you may choose Download only which will allow you to download the installation files and resume installation at a later time or Install from local source which will allow you to install from a local drive where the installation files have been stored. Note that to Install from local source, both the large executable file and the zipped configuration file must be available. The location of this folder should be entered as the Local path. Additionally, the large executable file cannot on its own be used to initiate the installation process. Instead, the lite installer must be used to begin the installation process. 4. If.NET Framework 3.5 and.net Framework 4.0 have not been installed, you will see a warning message. If you receive this message, select Finish. Then download and install both.net Framework 3.5 and.net Framework 4.0. Check with your system administrator before installing.net Framework 3.5 and.net Framework

10 5. Once.NET Framework 3.5 and.net Framework 4.0 have been installed, resume the installation process for AutoStore 6. The Download and Install option has been selected, but you may choose Download only which will allow you to download the installation files and resume installation at a later time or Install from local source which will allow you to install from a local drive where the installation files have been stored. Again, note that to Install from local source, both the large executable file and the zipped configuration file must be available. The location of this folder should be entered as the Local path. Additionally, the large executable file cannot on its own be used to initiate the installation process. Instead, the lite installer must be used to begin the installation process. 6. Wait for installation files to complete downloading. This may take several minutes depending on your network speed. 10

11 7. The AutoStore installer may install additional software that is required prior to installation of AutoStore 6. Select Install to continue. Check with your system administrator before installing any of these items. Note: At this point in the installation process, if your previous installation of AutoStore was unlicensed (licenses were expired), you will need to enter your Maintenance Contract ID to receive a Unlock Key to proceed with installation. If you encounter this message, please see the section labeled LICENSING AFTER UPGRADING FROM AN UNLICENSED AUTOSTORE 5.0 INSTALLATION which can be found in the LICENSING section of this guide. 11

If the terms of the end-user licensing agreement (EULA) are acceptable, select I accept the terms in

12 8. Once prerequisites have been installed and after any necessary server reboots, the AutoStore 6 installation will begin. 9. If the terms of the end-user licensing agreement (EULA) are acceptable, select I accept the terms in the license agreement. Otherwise select I do not accept the terms in the license agreement and end the installation process. Not accepting EULA terms will end the installation process. 12

13 10. Provide user and company information. 13

14 11. By default, all capture and process components are pre-selected for installation. It is possible to select additional route components; however, any route component that requires additional client software will not be pre-selected. Only choose these additional route components if you are certain you have the prerequisite software. The installation will fail if these prerequisites are not met. You may also alter the default installation path by clicking the Change button and navigating to a new location. The path must be a local path and not a network location. 14

15 12. Select Install, to begin the installation process. 13. A status bar will show the progress of the installation. 15

16 14. The installer will indicate when it has finished. Post-install actions will then be performed. 15. A final confirmation of AutoStore 6 installation will be displayed. 16

17 LICENSING Three licensing scenarios exist: Licensing after upgrading from a licensed AutoStore 5.0 installation Licensing a new installation of AutoStore 6 Licensing after upgrading from an unlicensed AutoStore 5.0 installation LICENSING AFTER UPGRADING FROM A LICENSED AUTOSTORE 5.0 INSTALLATION After upgrading from a licensed AutoStore 5.0 installation, licenses will automatically transfer over to AutoStore To check licenses, from the Start Menu, under the NSi folder, select AutoStore Workflow 6 Process Designer. 17

18 2. Select License Manager. 18

19 3. In License Manager, the licenses displayed for AutoStore 6 and Software Maintenance should reflect the licenses that were in effect for the previously uninstalled AutoStore 5.0 software. 19

20 LICENSING A NEW INSTALLATION OF AUTOSTORE 6 1. From the Start Menu, under the NSi folder, select AutoStore Workflow 6 Process Designer. 20

21 2. Select License Manager. 21

22 3. The license for AutoStore Workflow 6 Process Designer will be expired. 4. The user must register online to receive a license. A request must first be created. Select Create Request. 22

23 5. Name and save the license file locally (selecting a file type is not required). Note down the location of this file. 6. Select Web License. 23

7. You will be directed to the following website: https://weblicense.nsius.com.

If you are a new user, enter your information.

24 7. You will be directed to the following website: Enter your login information. If you have not previously registered, select New User. 8. If you are a new user, enter your information. Note that when you enter an address, addresses from free accounts such as Hotmail or Google will not be accepted. After you have filled out your information, select Create. 24

9. You will receive a confirmation email.

Return to the licensing website and login into your newly created account. 10.

25 9. You will receive a confirmation . Select the link in the to confirm your account registration. Return to the licensing website and login into your newly created account. 10. If selecting Evaluation as the license type from the drop down menu, then browse and enter the location of the request file that was previously created. Select Submit. Proceed to the next step. 25

This is a unique name your company uses when referring to the specific server and can be used to quickly communicate to

26 If selecting Production as the license type from the drop down menu, then browse and enter the location of the request file that was previously created. In addition, you can optionally include a Server Friendly Name for reference. This is a unique name your company uses when referring to the specific server and can be used to quickly communicate to support the server in question. The next screen will show the list of available licenses. Select the number of licenses. Then select Submit. 26

27 11. Select Download Licenses. 12. Save the file locally and note down the location of this file. 27

28 13. Open Process Designer, and select the License Manager. 28

29 14. Select Load Keys. Then select the location of the license file that was downloaded. 15. The components and the action that will be taken on those components will be displayed. Select OK. Click Here 29

30 16. The new license status will be displayed. 30

31 LICENSING AFTER UPGRADING FROM AN UNLICENSED AUTOSTORE 5.0 INSTALLATION In this licensing scenario, licenses for AutoStore Workflow 6 and Software Maintenance are expired. To proceed with licensing, you must have your Maintenance Contract ID number available. 1. The installation process continues once you enter your Maintenance Contract ID. After entering the Maintenance Contract ID, select Get Key. 31

32 2. The website displayed will contain the inputted Maintenance Contract ID. Select Submit. 3. If the Maintenance Contract ID is valid, the next screen will display your unlock key. Copy the license key (right-click the text and copy). 32

33 4. Paste the unlock key in the Unlock Key box. Then select OK. 5. Resume installation process. Refer to the section NEW INSTALLATION which can be found in the INSTALLATION section of this guide. 33

34 GETTING STARTED 1. From the Start Menu of Windows, select AutoStore Workflow 6 Process Designer. 2. A message may be displayed which requests permission prior to continuing. Select Continue. 34

35 3. The AutoStore Process Designer interface will open. Select License Manager to check if Licenses are current. If licenses are not current, review the section on LICENSING or contact your sales representative for instructions. 35

36 4. Select New to open a new configuration file. Within the configuration, you will create a workflow process with a Capture and Route component. Enter Sample for Name. All other options may be left at their default values. 36

37 5. Within the Toolbox, expand Capture, Process and Route. 37

38 6. In Capture, drag and drop the Multi-Poll component onto the Sample configuration file 38

39 7. In Route, drag and drop Send to Folder onto the Sample configuration file. Once you drop this component, an arrow will be displayed between the two components. The arrow shows the logical flow of this workflow from the Multi-Poll component to the Send to Folder component. 39

40 8. Double-click the Multi-Poll icon on the Sample configuration file 40

41 9. Under the Folder s tab, select Add Folders. 41

42 10. Select Make New Folder, and create a folder that will contain the files to be captured. For this example, a folder named Capture will be created on the Windows Desktop. 42

43 11. The next option asks whether sub-folders are to be included. By selecting this option, all documents found within the Capture folder as well as any documents found within folders found within the Capture folder will be captured. For this example, select No. Also, there is no need to Remember the choice. 43

44 12. Select the Configurations tab. In this tab, you will configure the Send to Folder route component. Select the ellipses to configure. 44

45 13. Two windows will be displayed. In the window labeled Available RRTs, RRT s can be configured. In the other window, the destination folder can be added. This folder will contain all documents that have been captured from the Capture folder that was previoulsy created. Select Add. 45

46 14. Select the ellipses. 15. Enter the location of the destination folder. In this example, a folder labeled Route will be created on the Windows Desktop. 46

47 16. Select OK. All other options can be left at their default values. 47

48 17. Save all your selections and return to the main Process Designer Window. Select Save to save the configuration file. 48

49 18. Select Start to start the AutoStore service. The workflow that has been created can be tested by placing a file in the Capture folder. Every few seconds, the AutoStore server will check the folder for files. If a file is found, then that item will be routed to the Route folder. For more information visit or call us at

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