EFS Quick Install Guide

Transcription

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2 2 Table of Contents Foreword Part I Introduction Demo Software Older Versions Terminology Windows VISTA... 5 Part II Quick Install 6 Index 0

3 Introduction 1 3 Introduction Electronic Filing System (EFS) DEMO Quick Installation Guide This guide is intended for the quick installation of the EFS in a Stand Alone Mode with the DEMO For detailed installation instructions and enterprise (Client/Server) configurations, please see the EFS Full Install Guide This is version 3.0 of the You should check our support web site periodically to see if you the very latest version of the EFS software, Manuals, and Guides Go to: The majority of the screen shots in this manual where done on Windows Vista Operating System Some dialog and layouts may look slightly different on your Operating System 1.1 Demo Software Out of the Box Demo Software Our Demo Software is fully functional with the following restrictions in place: It can only be installed on a single computer - in a stand-alone type mode The searches will only return 10 items per search You are only licensed for 01 Server, 01 License Server, and 01 Labeler Desktop NOTE: If you desire to test an Enterprise Installation (Client/Server Mode) you will need to contact sales and request a Demo LicCode. These are typically issued for 30 days and licenses you for 01 Server, 01 License Server, and 05 Labeler Desktops. They can be deployed in a more traditional Enterprise (Client/Server) configuration.

4 4 1.2 Older Versions Older Versions EFS is now the flag ship product of Document Imaging Systems, Inc. Our previous products were called Document Imaging Systems which while accurately descriptive, was sometimes difficult for some to comprehend. We decided that Electronic Filing System was a better descriptive title and here we are. We are the same company and support staff as before. EFS is the next evolution and is a natural upgrade from the DIS-Imaging line of products. Everything is still based on inserting (stamping) searchable data into the PDFs documents. These Stamped or Smart Tagged PDFs can be indexed and searched for by just about any indexer on the market. Our previous products include: DIS-Imaging DISPro emr-imaging DIS 1.3 Terminology EFS Terminology The EFS program consists of FOUR major components Licensing Server - The Licensing Server controls the licenses and is typically run on the same machine as the Index Manager. If the Licensing Service is not running nothing will work. All of the Index Services check into the Licensing Server so it aware of them and what indexes they have. The Desktops check into the Licensing Service and get the list of Index Services and Indexes. You are typically licensed for one (01) Licensing Server. Index Manager - The Index Manager is the "Server" piece in that it manages the Indexes, Profiles, and Lists. These are typically administrative functions and once setup and tested, seldom change. The Index Manager allows you create Index Services which must check and register with the Licensing Service. Each Index Service has its own set of Indexes, Profiles, and Lists. You are typically licensed for one (01) Index Manager. Desktop Labeler - The Desktop Labeler is installed typically at workstations and allows the user to create, label, stamp (save) PDFs into the EFS system. The Desktop Labeler also allows the user to search and view PDFs from the EFS. Desktops must check in with the Licensing Service to get a list of available Index Services. You are typically licensed for 1, 5, or x number of Desktop Labelers. This is a server based, concurrent licensing scheme. Desktop Viewer - The Desktop Viewer is installed typically at workstations and allows the user the Search and View PDFs from the EFS. Desktops must check in with the Licensing Service to get a list of available Index Services. You are typically licensed for unlimited Desktop Viewers. Other Terms Index Services - You can create many Index Services on the same Server Machine. Each Index Services has its own set of Indexes, Profiles, and Lists. Indexes - An Index is created to search a set of folders and PDFs. The Accounting Index would typically search only folders with accounting type PDFs in them. A HR Index would typically search only folders with HR type PDFs in them. Profiles - Profiles are the true glue of the EFS system and everything revolves around them. An Accounting Profile would dictate what information is to be applied to the PDF so that it can be searched for and found at a later time. Each item of information goes into Label Field such as Date, Account Number, Client Name, Document Type, etc. The Profile also dictates where the PDF is filed within a customizable folder structure, and the construct of the PDFs file name.

5 Introduction 5 Lists - Lists are lists of associated data that is used to populate pull down menus for the Profile Fields to facilitate faster labeling and reduce keyboard errors. The Accounting Profile has a Label Field for Client Name. The Client_Name_List would contain a list of Client Names that can be recalled with a couple of mouse clicks or keyboard stokes and fills in the field data for you. Labeling - This is the process by which data is filled out into the Label Fields for a raw PDF. Example, you have scanned in an Accounting document, you choose the Accounting Profile and fill out the Accounting Label Fields as they pertain to this document. You fill in data such as date, document type, customer name, customer number, invoice number, and comments. This is the process called "labeling". Once the Label Data has been filled in (applied), the raw PDF is ready to be Stamped and placed into the EFS. Stamping - Stamping is the process by which a raw PDF has the data contained in Label Fields inserted into it and it is renamed and saved into the EFS. It is at this point that the raw PDF becomes a Smart Tagged PDF. Before the raw PDF is Labeled and Stamped, it is just raw material. Once it is Labeled and Stamped, it become a finished product, a Smart Tagged PDF. Raw PDF - A pdf created or opened from outside of the EFS. A PDF just scanned or opened from somewhere on your computer. A PDF that you want to Label, Stamp, and place into the EFS. Smart Tagged PDF - A PDF that has been Labeled, Stamped, and placed into the EFS. The Label Data has been inserted into the PDF at several places included its meta-data. Suspense Functionality - Suspense Functionality is active within the Hold Files Tab. When a PDF is opened and subsequently labeled and stamped, the original PDF is automatically removed, 1.4 Windows VISTA Please Note - If you are installing on Windows Vista and you have the User Access Control (UAC) enabled, you may have to run the installers as an "Administrator". Additionally, when using the EFS Index Manager or EFS Licensing Service Manager to Install, Uninstall, Start, and Stop service, you may also have to run them as an "Administrator".

6 6 2 Quick Install The installers may have been delivered to you in one of three methods 1. CD 2. You downloaded them from our Secure Download Site 3. As an attachment IF you have a CD, place it in your drive and follow the instructions. IF you received it as an attachment, unzip it to your computer (your desktop is good location) If you downloaded it... EFS Installer Find the file "EFS Installers 3.0.exe" and double click on it to Open/Run it The "WinZIP Self-Extractor - EFS Installers3.0.exe" dialog will appear We want to unzip the installers onto your computer The dialog below will unzip them to the root of the C:\ drive If you desire a different location, [Browse...] and select the location When ready, select the [Unzip] button WinZIP Self-Extractor - EFS_Installers.exe You will get a message saying "5 file(s) unzipped successfully", select the [OK] button Close the "WinZIP Self-Extractor - EFS Installers 3.0.exe" dialog

7 Quick Install Go the location you just Unzipped the installers to: C:\EFS_Installers Folder First we install the EFS Licensing Service Double Click to Open/Run the file "SetupEFSLicensingService.msi" Select [Close] 7

8 8 Second we install the EFS Index Manager C:\EFS_Installers Folder Double Click to Open/Run the file "SetupEFSIndexManager.msi" Select [Close]

9 Quick Install Third we install the EFS Desktop C:\EFS_Installers Folder Double Click to Open/Run the file "SetupEFSDesktop.msi" Select [Close] 9

10 10 Fourth we install the DEMO files Double Click to Open/Run the file "SetupEFSDemo.msi" C:\EFS_Installers Folder Select [Close]

11 Quick Install 11 Look on your Desktop for a new EFS Demo Service Install Icon Double click to Open/Run it The "Install Indexing Service" dialog will appear Press the [Install Service] button Install Indexing Service The Demo Indexing Service is now installed You may delete the EFS DEMO Service Install Icon from your Desktop EFS Viewer Note: The EFS Viewer is only needed for Enterprise Installations. If running in a Stand Alone Mode and/or running the DEMO, you do not need to install it! Double Click to Open/Run the file "SetupEFSViewer.msi" It will install exactly like the EFS Desktop above C:\EFS_Installers Folder