Banner Document Management Suite ApplicationXtender 6.5 Upgrade Guide. January 2011 (Revised)

Transcription

1 Banner Document Management Suite January 2011 (Revised)

2 Trademark, Publishing Statement and Copyright Notice SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including SunGard, the SunGard logo, Banner, PowerCAMPUS, Advance, Luminis, DegreeWorks, fsaatlas, Course Signals, and Open Digital Campus. Other names and marks used in this material are owned by third parties SunGard. All rights reserved. Contains confidential and proprietary information of SunGard and its subsidiaries. Use of these materials is limited to SunGard Higher Education licensees, and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question. This PDF is certified for use with Adobe Reader, version 7.x and higher. Some elements of this PDF may not render properly when viewed using earlier versions of the Acrobat Reader or with other PDF viewing applications. In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization s own choosing. Prepared by: SunGard Higher Education 4 Country View Road Malvern, Pennsylvania United States of America Customer Support Center Website Documentation Feedback Distribution Services Address distserv@sungardhe.com Prepared For BDMS 7.2 BDMS 8.2 BDMS 8.3 Revision History Log Publication Date June 2010 October 2010 November 2010 December 2010 January 2011 Summary New version that supports the ApplicationXtender 6.5 Upgrade for the Banner Document Management Suite Revised to update License Server version (Defect #1-CQ71O7) and to correct a reference to AX Web Services (Defect #1-E4FAUH) Revised to update License Server installation steps (Defect #1-F2ELLT) and to add steps for ASPNET Scriptmaps installation Revised to remove an incorrect listing in the New features section Revised to add a warning about the web.config file being replaced during the upgrade process.

3 Banner Document Management Suite Contents Chapter 1 Overview Purpose of the document New features Other changes to ApplicationXtender support features Chapter 2 Prerequisites Downloads Documentation License keys Hardware and software requirements ApplicationXtender (AX) version 6.5 ( ) ApplicationXtender Administrator version 6.5 ( ) License Server version 6.5 ( ) ApplicationXtender Web Access.NET (WX.NET) version 6.5 ( ) ApplicationXtender Web Services version 6.5 ( ) Ports File storage Certified scanners Chapter 3 Installing ApplicationXtender 6.5 Initial install steps Install ApplicationXtender Web Access.NET 6.5 (Optional) January 2011 Banner Document Management Suite iii Contents

4 Secure paths Creating a secure path for new clients Creating a secure path for existing clients Appendix A Enhancements, Defect Resolutions, and Known Issues Enhancements delivered a-1 Defects fixed with the upgrade a-2 Known issues a-3 iv Banner Document Management Suite January 2011 Contents

5 1 Overview Banner Document Management Suite (BDMS) is the baseline Banner module for imaging and document management. SunGard Higher Education and EMC Documentum, a division of EMC Corporation, have formed a partnership to provide an integrated document management and imaging solution for Banner, based on the ApplicationXtender Content Management platform. Banner Document Management Suite integrates the ApplicationXtender suite with Banner administrative solutions to make imaging, document management, enterprise workflow, output management, portable document collections, and storage management options available for both Banner and non-banner users. Purpose of the document This document is for BDMS users who want to upgrade to the latest release of ApplicationXtender, version 6.5. The document lists the hardware and software requirements, provides the upgrade steps, and details any known issues and defects associated with the upgrade process. This document does not cover the BDMS installation instructions and related information. For BDMS related information, refer to the Banner Document Management Suite Install Guide, the Banner Document Management Suite Hardware and Software Requirements, and the other documentation for the applicable version of BDMS. If you are upgrading to ApplicationXtender 6.5 as part of a BDMS install, such as BDMS 8.3, the BDMS Install Guide for that upgrade references ApplicationXtender version You do not have to upgrade to ApplicationXtender first and then upgrade to ApplicationXtender In this case, where any instructions in the BDMS Install Guide reference ApplicationXtender , you would instead use ApplicationXtender Some of the information contained in this document is compiled from EMC and other partner sources. Version-specific updates may be available from SunGard Higher Education partners. January 2011 Banner Document Management Suite 1-1 Overview

6 New features The upgrade to ApplicationXtender 6.5 provides the following new features and functionality to BDMS users: Ability to move pages within a document (first, last, move up, and move down). Ability to copy pages out of an indexed document into a batch for re-indexing. The pages can also be moved into a batch in a different application. This removes the need for exporting and importing pages just to fix issues. Ability to rotate images and save a rotated image as a new version of a page. Providing SSN field masking for users who do not have modify index privileges. Ability to delegate user security maintenance. User Security Maintenance is a new check box that is available in each application when setting up security. Previously, the security maintenance privilege could only be granted at the Global Profile level. Ability to use Secure Paths for image write paths. ApplicationXtender Desktop is a new node that has been provided in AX Admin where you can configure global credentials for AppXtender Desktop. You can then create a Secure Path in the Paths node. A new way to display thumbnails. AX uses Silverlight now instead of Java. You can display the pages in a contact sheet format instead of a column on the left-hand side. In the thumbnail, contact sheet view, you can also add, drag, move and change the order of multiple pages. For a complete list of enhancements, defect resolutions, and known issues with ApplicationXtender, see the ApplicationXtender 6.0 and 6.5 Release Guides. 1-2 Banner Document Management Suite January 2011 Overview

7 Other changes to ApplicationXtender support features Some of the changes in support are listed here for planning considerations. For a comprehensive list of all of the changes in ApplicationXtender 6.5 support, see the ApplicationXtender Release s. Some of the following changes in support for ApplicationXtender since the 5.40 SP1 version require updates for users of ApplicationXtender. For example, there is a new version of KeyView which will have to be installed using the Checked Installed Components utility under the Help menu in AX Web Access.NET. Operating Systems Support has been dropped for Windows Distributed Third-Party Components Support has been dropped for the following components: Adobe PDF Library 8.0 Microsoft.NET Framework 2.0 Verity KeyView 9.2 Java 2 Runtime Environment (JRE) 1.4 update 11 Support has been added for the following components: Adobe PDF Library 9.1 Microsoft.NET Framework 3.5 Autonomy KeyView 10.9 Java 2 Runtime Environment (JRE) 6.0 update 11 Interactive Viewer There is an upgrade to the Interactive Viewer for ApplicationXtender Web Access.NET that requires it to be installed for use with the Interactive Viewer (IRC) mode. Thumbnails The new thumbnail contact sheet viewer utilizes Microsoft Silverlight. If the thumbnail contact sheet viewer feature is available to your ApplicationXtender users, they will be prompted to download the Silverlight software on their first use of the thumbnail contact view. January 2011 Banner Document Management Suite 1-3 Overview

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9 2 Prerequisites This section details the prerequisites for the ApplicationXtender upgrade. The ApplicationXtender 6.5 upgrade is supported on the following versions of BDMS: Banner Document Management Suite 7.2 Banner Document Management Suite 8.2 Banner Document Management Suite 8.3 Downloads Download the following files required for the ApplicationXtender 6.5 upgrade: Desktop_ zip Contains the files for the ApplicationXtender desktop installation. LicenseServer_ zip Contains the files for the License Server installation. RenderServer_ zip Contains the files for the Rendering Server installation. WebAccessNET_ zip Contains the files for the WebAccess.NET installation. WebServices_ zip Contains the files for the WebServices installation. bdmsscripts zip Contains scripts that must be run for required BDMS table updates. AXDocs_ zip Contains the EMC ApplicationXtender 6.5 documentation. January 2011 Banner Document Management Suite 2-1 Prerequisites

10 bdmsluminis zip Contains the files for the Luminis Integration Component optional installation. bdmsinbaxbridge.zip Contains the files for the INB-AX Bridge optional installation. ReportsMgmt_ zip Contains the files for the Reports Management optional installation. You must buy a license for the Reports Management component separately before downloading the Reports Management install files. Download files: Complete the following steps to download files: 1. Log in to the SGHE Customer Support Website at: You need a user name and password to log in to the site. 2. Click Documentation and Download center, and then select Software Downloads. 3. Depending on the component files that you want to download, select one of the following: Product: Banner Document Management Suite Integration Component. Product: EMC Corporation-ApplicationXtender Desktop Access. Product: EMC Corporation-WebXtender. Product: EMC Corporation-AppXtender Reports Mgmt Server. 4. Click List Available Files. 5. Select the appropriate check box, and then click List Files. 6. Select the object to zip, and then click Prepare Files for Download. 7. Click Click Here To Download Zip File. 2-2 Banner Document Management Suite January 2011 Prerequisites

11 Documentation Before performing the steps to install ApplicationXtender 6.5, ensure that you have the following documents. Banner Document Management Suite Installation Guide, for the applicable version of BDMS. Banner Document Management Suite Administration Guide, for the applicable version of BDMS. ApplicationXtender License Key Generation Guide EMC ApplicationXtender Version 6.5 Release s EMC ApplicationXtender Version 6.0 Release s EMC ApplicationXtender Core Components 6.5 Administrator s Guide EMC ApplicationXtender Desktop 6.5 Installation Guide EMC ApplicationXtender Web Access Version 6.5 Release s EMC ApplicationXtender Web Access 6.5 User s Guide EMC ApplicationXtender Web Access.NET 6.5 Administrator's Guide EMC ApplicationXtender Web Services 6.5 Release s EMC ApplicationXtender Web Services 6.5 Administrator's Guide EMC ApplicationXtender 6.5 Concepts and Planning Guide EMC ApplicationXtender Document Manager 6.5 User s Guide EMC ApplicationXtender Image Capture 6.5 User s Guide EMC ApplicationXtender Index Server 6.5 Administrator s Guide In addition, the following documents are also available if you have installed the applicable optional components: EMC ApplicationXtender Server 6.5 Monitoring Guide Retention Manager for EMC ApplicationXtender 6.5 Integration Guide Microsoft Outlook Integration for ApplicationXtender 6.5 Integration Guide Teleform Release Script for EMC ApplicationXtender 6.5 Integration Guide EMC ApplicationXtender Reports Management 6.5 Administrator s Guide EMC ApplicationXtender Reports Management 6.5 Release s January 2011 Banner Document Management Suite 2-3 Prerequisites

12 Download documents: Complete the following steps to download the documentation: 1. Log in to the SGHE Customer Support Website at: You need a user name and password to log in to the site. 2. Click Documentation and Download center, and then select Documentation. 3. Depending on the documents that you want to download, select one of the following: Product: Banner Document Management Suite Integration Component. Product: EMC Corporation-ApplicationXtender Desktop Access. Product: EMC Corporation-WebXtender. Product: EMC Corporation-AppXtender Reports Mgmt Server. 4. Click List Available Documentation. 5. Select the appropriate installation guide check box, and then click List Documentation Files From Selected Folders. 6. Select the object to zip, and then click Prepare Files for Download. 7. Click Click Here To Download Zip File. License keys You must obtain new license keys for ApplicationXtender 6.5 by posting a Service Request to SunGard Higher Education. Hardware and software requirements ApplicationXtender database components and Banner integration components are stored and run within the Banner database in Oracle. BDMS is delivered in a model similar to other Banner modules, where database objects, tables, and packages are contained within a schema specific to the BDMS module. The minimum ApplicationXtender infrastructure consists of the Banner database, ApplicationXtender desktop Client that includes all Admin consoles, file storage, and a 2-4 Banner Document Management Suite January 2011 Prerequisites

13 Windows system to run the License Server service. Additional infrastructure components may be required for scalability or for other functions such as Web access, full-text indexing, and output capture. The following guidelines listed are specifically for ApplicationXtender components version 6.5 ( ). See the EMC ApplicationXtender Version 6.5 Release s for a complete list of changes in support for Distributed Third-Party Components (including Adobe PDF, JRE, and Veirty KeyView), and Supported Third-Party Applications, as well as Operating System and Third-Party compatibility information. ApplicationXtender (AX) version 6.5 ( ) The following section details the hardware and software requirements for ApplicationXtender 6.5. Hardware Processor Pentium PC. A faster processor increases AppXtender Document Manager productivity. Available hard disk space Hard disk space varies depending on the workstation type and third-party components. For example, an AX Administrator workstation installation requires up to 455 MB. AX also needs additional space on the drive to store temporary files during the installation process. Memory Retrieval stations: 64 MB RAM minimum. Scanning Station: Windows XP Professional and Windows Server 2003 must have at least 128 MB of RAM. January 2011 Banner Document Management Suite 2-5 Prerequisites

14 Software Operating system Windows XP Professional x86 SP3 Windows Server 2008: x86 SP2 x64 SP2 R2 Windows Server 2003: SP2 R2 SP2 R2 x64 SP2 Windows Vista SP2 Windows 7 Novell networking is supported as long as the NetWare client is installed on the workstations with AX components. Other required software EMC License Server Microsoft Data Access Components (MDAC) 2.8. Scanner drivers. Scanner drivers may be included with the scanner or can be obtained from the scanner manufacturer. In addition to AX scanner support files, a scanner driver specific to the scanner to be used must be installed. 2-6 Banner Document Management Suite January 2011 Prerequisites

15 ApplicationXtender Administrator version 6.5 ( ) The following section details the hardware and software requirements for ApplicationXtender Administrator 6.5. Hardware Processor The minimum CPU required to support the operating system. Available hard disk space Up to 40 MB, depending on the operating system. Memory 128 MB of RAM or the minimum RAM required to support the operating system, whichever is higher. Software Operating system Windows XP Professional x64 SP3 Windows Server 2003: SP2 R2 SP2 R2 x64 SP2 Windows Server 2008: x86 x64 SP2 R2 Windows Vista: x86 SP2 x64 SP2 January 2011 Banner Document Management Suite 2-7 Prerequisites

16 Windows 7: x86 x64 Other required software Network access to EMC License Server Microsoft.NET Framework 3.5 SP1. If you intend to upgrade a database or start using a new one, AX Administrator requires the Application Generator component of AX. License Server version 6.5 ( ) All workstations accessing AX, and Web servers running AX Web Access must have network access to the computer where the License Server is installed. License Server version 6.5 is supported on VMware ESX/ESXi Server 3.5 and 4.0 (vsphere). When you install the License Server, you actually install two services: EMC ELM (Electronic Licensing Management) Service ApplicationXtender License Service Operating system Windows Server bit 64-bit R2 64-bit 2-8 Banner Document Management Suite January 2011 Prerequisites

17 Windows Server 2003: SP2 R2 SP2 Windows Vista SP2 If you are using DiskXtender with ApplicationXtender, you still need to use the License Server provided with DiskXtender. To verify EMC ApplicationXtender licenses, run the ApplicationXtender Administrator Console and select the License Server node. Click Verify and then click Details. ApplicationXtender Web Access.NET (WX.NET) version 6.5 ( ) The following section details the hardware and software requirements for ApplicationXtender Web Access.NET 6.5. Hardware Processor Minimum: Pentium 4, 2 GHZ, or the minimum CPU required to run the operating system, whichever is higher. Recommended: Pentium 4 HT, 3 GHZ or higher. Dual or Quad Intel Xeon processors recommended for high-volume deployments. Available hard disk space 170 MB for WX Server, Component Registration, IE Web Controls, and WX Configuration Service. Cache hard disk space 20 GB of free space should be reserved on the computer where the WX Server session cache resides. If the session cache is located on the WX Server, add 20GB to the amount of required available hard disk space. Speed Fast SCSI hard drives with access times less than 0.5 ms are recommended for best performance. January 2011 Banner Document Management Suite 2-9 Prerequisites

18 Memory Recommended: 2 GB and higher. Software Operating system Windows Server 2008: x86 SP2 x64 SP2 R2 Windows Server 2003: SP2 R2 SP2 R2 SP2 x64 Supported browsers Microsoft Internet Explorer 8.0 and 7.0 Firefox 3.5 (support for Windows OS and Mac OS 10.6 in thin client mode only) Safari 4 (support for Mac OS 10.6 in thin client mode only) Supported databases Microsoft SQL Server: 2008 x x (SP3) x (SP3) x64 Oracle: 10g (10.2) 11g (11.1) IBM DB2 8.2 MySQL 5.1 Sybase SQL Anywhere 9 (9.0.2) Microsoft Access 2003 Microsoft Access Banner Document Management Suite January 2011 Prerequisites

19 Other required software Internet Information Services 6.0 (Windows Server 2003). Web Server (IIS) role including the IIS 6.0 Scripting Tools role service (Windows Server 2008). SMTP is required if you want to use the AppXtender Web Access electronic mail functionality. The relay must be enabled for the AppXtender Web Server. Java 2 Runtime Environment (JRE) 6.0 update 11. IIS should be installed before the Microsoft.NET Framework. For details, refer to the ApplicationXtender Web Access.NET 6.5 Administrator s Guide. x64 O/S editions only run AppXtender 6.5 in compatibility mode. Other optional software Windows Indexing Service which allows for client-side full-text searches of your Website. Windows Script Debugger which helps with troubleshooting and debugging. The Microsoft.NET Framework 3.5 SP1 is also installed with WX. The Framework includes the following components: ASPNET user which must be installed on the Website you intend to use with AppXtender Web.NET and must have permissions applied as detailed in the ApplicationXtender Concepts and Planning Guide 6.5. Microsoft Common Runtime. Microsoft Foundation Classes Runtime 7.1. Microsoft Data Access Components (MDAC) 2.8. Microsoft XML 6.0. Microsoft Windows Installer (MSI) 2.0 or 3.0. ApplicationXtender Web Services version 6.5 ( ) AX Web Services is required for Luminis, Travel and Expense, and SunGard higher Education Advance Solutions integrations with BDMS. The AX Web Services computer requires an authentication account. This section details the requirements for AX Web Services 6.5. January 2011 Banner Document Management Suite 2-11 Prerequisites

20 Hardware Processor Minimum: Pentium 4, 2 GHZ, or the minimum CPU required to run the operating system, whichever is higher. Recommended: Pentium 4 HT, 3 GHZ or higher. Dual or Quad Intel Xeon processors recommended for high-volume deployments. Available hard disk space 170 MB for WX Server, Component Registration, IE Web Controls, and WX Configuration Service. Memory Minimum: 512 MB, or the minimum memory required for the operating system, whichever is higher. Recommended: 1GB and higher. Software Operating system Windows Server 2003: SP2 R2 SP2 Windows 2008 A Windows Server 2008 environment requires the Web Server (IIS) role including the IIS 6.0 Scripting Tools role service. Supported databases Microsoft SQL Server: Oracle: 2008 x x (SP3) x (SP3) x64 10g (10.2) 11g (11.1) 2-12 Banner Document Management Suite January 2011 Prerequisites

21 IBM DB2 8.2 MySQL 5.1 Sybase SQL Anywhere 9 (9.0.2) Microsoft Access 2003 Microsoft Access 2007 Supported browsers Microsoft Internet Explorer 8.0 and 7.0 Firefox 3.5 (support for Windows OS and Mac OS 10.6 in thin client mode only) Safari 4 (support for Mac OS 10.6 in thin client mode only) Other required software Internet Information Server (IIS) 6.0 Other optional software Windows Indexing Service which allows for client-side full-text searches of your Website. Windows Script Debugger which helps with troubleshooting and debugging. The Microsoft.NET Framework 3.5 SP1 is also installed with WX. The Framework includes the following components: ASPNET user which must be installed on the Website you intend to use with AX Web.NET and must have permissions applied as detailed in the ApplicationXtender Concepts and Planning Guide 6.5. Microsoft Common Runtime. Microsoft Foundation Classes Runtime 7.1. Microsoft Data Access Components (MDAC) 2.8. Microsoft XML 6.0. Microsoft Windows Installer (MSI) 2.0 or 3.0. XSHost, if selected as your Web server during setup. January 2011 Banner Document Management Suite 2-13 Prerequisites

22 Ports The following table lists the ports used by ApplicationXtender components: Port Number Service/Program/Database 1050 DiskExtender 3.x/DiskXtender 4.x/DxCli 2.x 1433 MS SQL Server 1521 Oracle Listener 9151 DiskXtender File System Manager 9152 DiskXtender License Server 9251 License Server (AX 5.3x) 9252 License Server (AX 5.4x and higher) EMC ELM Service (AX 5.4x and higher) File storage Documents, images, and any objects managed by ApplicationXtender are maintained on file storage. File storage can be shared RAID drives, SAN (Storage Area Network) or NAS (Network Attached Storage) devices, HSM (Hierarchical Storage Management), or integrated storage management systems like DiskXtender. Typical image file storage requirements for documents associated with SunGard Higher Education are about 7GB per 100,000 images, for letter-size B&W, 300 dpi, single-sided, Group 4 Tiff files, which are the most common format for monochrome document imaging. This represents an average file size of 70KB, that you can use for rough network impact estimations. The following file storage systems are supported: Network File Server Shared Network Drive EMC DiskXtender (Optical, WORM, Tape, DVD-RAM, and CD-ROM) 2-14 Banner Document Management Suite January 2011 Prerequisites

23 Certified scanners Refer to the following link for a list of all scanners that are supported for ApplicationXtender: You can use other scanners with the Banner Documentation Management Suite, but if an ISIS driver is not available for that particular scanner model, you may have to scan the documents to a separate directory at first, and then have ApplicationXtender retrieve the scanned document from that directory. January 2011 Banner Document Management Suite 2-15 Prerequisites

24 2-16 Banner Document Management Suite January 2011 Prerequisites

25 3 Installing ApplicationXtender 6.5 This chapter provides the steps to perform the upgrade to ApplicationXtender 6.5. Initial install steps Step 1 Uninstall earlier versions of ApplicationXtender Warning The upgrade process will replace the web.config file that is located in your Website's AX Web Access folder, which is typically C:\Inetpub\wwwroot\AppXtender\Web.config. Back up the web.config file before uninstalling ApplicationXtender, or make a note of modifications you have made to the parameters in this file, for example, the UDLFieldRefreshRate, WXCryptoKeyPassword, or SSBSUPERUSERS group parameter values. Do not replace the new web.config file after the 6.5 upgrade with the back up file from the previous version of AX. Use the previous version of the file as a reference to re-apply your modifications to the new version of the web.config file created by the 6.5 version of AX. Before uninstalling the earlier version of AX, write down the Database alias(es) used to configure a Data Source. 1. Uninstall ApplicationXtender Web Access and all ApplicationXtender Web Access components. This includes the Rendering Server, the Luminis integration component (optional install), and the Web Services (optional install). 2. Uninstall QuickScan Pro (if previously installed). 3. Uninstall the ApplicationXtender License Server (if previously installed). January 2011 Banner Document Management Suite 3-1 Installing ApplicationXtender 6.5

26 4. Uninstall ApplicationXtender Desktop. This includes ApplicationXtender Administrator, Document Manager, Data Source Selector, and Image Capture. 5. Uninstall Reports Management (if previously installed). Step 2 Install ApplicationXtender License Server version The install files for the License Server are located in the LicenseServer_ zip file. Install the License Server on a Windows platform. The computer on which you install the License Server must be accessible to all the client/server and AX Web Access server and services machines used by BDMS. Ensure that ports 9252 and are open to enable client communication with the license server. Refer to the EMC ApplicationXtender Core Components 6.5 Administrator s Guide, the chapter on Licensing AX Products, for additional information about the ApplicationXtender License Server. 1. Obtain the new ApplicationXtender 6.5 Licenses from SunGard Higher Education by submitting a Service Request. 2. Install License Server on a Windows server using the following steps: 2.1. Navigate to the LicenseServer_ \AppXtender License Server\32bit folder and double-click the setup.exe file. If Microsoft.NET Framework 3.5 SP1 is not installed, a message displays prompting you to install the.net framework. Click Yes and follow the prompts from the Microsoft.NET 3.5 SP1 Framework Setup Wizard. After the Framework is installed, click Finish to complete the installation and return to the ApplicationXtender License Server InstallShield Wizard The ApplicationXtender License Server InstallShield Wizard starts, click Next and follow the prompts to install the License Server. If you see a message that prompts you to restart after installation, click Yes to restart, before proceeding to the next step. 3-2 Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

27 3. Register licenses on the ApplicationXtender License Server as follows: ApplicationXtender product licenses are provided in the form of one or more license files depending on the ApplicationXtender product. A license file, which has a.lic file extension, is a text file containing information on the product features and user limits defined by the license. ApplicationXtender license files must be added to the License Server for the licensing to be recognized by ApplicationXtender products On the computer where the License Server is installed, navigate to the LicenseServer folder. The default location is C:\Program Files\XtenderSolutions\Content Management\LicenseServer Add the ApplicationXtender license files to the LicenseServer folder Navigate to the Services console and start the following services: ApplicationXtender License Server EMC ELM Service If the services are already running, stop and restart them. Step 3 Install ApplicationXtender Administrator (Windows Server) The AppXtender Administrator is a part of the ApplicationXtender Desktop install. For this step, you must work on a Windows Server machine to install the AppXtender Administrator. You can use a Terminal Server (Remote Desktop Connection) to perform this install, but we recommend that the install media is local to the Windows Server and not accessed over a network. If you are installing ApplicationXtender Administrator remotely, run the remote desktop connection in the console mode. Refer to the EMC ApplicationXtender Core Components 6.5 Administrator s Guide, for information on configuring the Administrator Console Client. The server machine must have Oracle client connectivity. The Oracle/Banner database to which the AX Administrator connects must be accessible through this Oracle client. Use tnsping.exe or tnsping80.exe within a Command (DOS) window to test your Oracle connectivity. Resolve any problems before continuing with the install. The Oracle Instant Client is not supported. January 2011 Banner Document Management Suite 3-3 Installing ApplicationXtender 6.5

28 This Windows Server machine with AX Administrator does not require additional EMC ApplicationXtender components. It can contain additional AX components to consolidate resources and reduce the number of Windows servers that are required. These additional components could include any of the following: ApplicationXtender Web Access.NET Server ApplicationXtender Web Access Rendering Server License Server ApplicationXtender Web Services See the ApplicationXtender Web Access Deployment - General Considerations section of the BDMS Install Guide for more information on machine utilization and requirements. 1. Log in as Administrator or as a member of the Administrators group on your Windows Server to install AX Administrator. 2. Run the setup.exe file extracted from the from the Desktop_ file. 3. Follow the installation instructions in the Setup section of the EMC ApplicationXtender Desktop 6.5 Installation Guide. 4. Select Administrator as the Installation Type. This installs all core ApplicationXtender components, the ApplicationXtender Administrator utility, and the Application Generator tool. Ensure that you run the scripts detailed in the next step, step 4, before launching AX Administrator for the first time. 3-4 Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

29 Step 4 Run the scripts for required table updates You must run two scripts for required BDMS table updates. The scripts are located in the bdmsscripts_ zip file. Connect to the database and execute the scripts as follows in SQL *Plus: sqlplus general/password start give_grants.sql sqlplus otgmgr/password start edraeapps_ sql sqlplus otgmgr/password start edraecfgu_ sql sqlplus general/password start revoke_grants.sql If you run an AppGen/DBCHECK after upgrading to ApplicationXtender 6.5, the entire table structure is rebuilt and this could involve a considerable delay during processing. Step 5 Configure the data source using the Data Source Selector tool A data source is the means by which AppXtender accesses data from a database, in this case, the Banner database. Information that is stored in the database includes application definitions, security information, document index information, and pointers to document locations as well as Banner data used in the integrations between the Banner database and ApplicationXtender. Complete the following steps to specify a default data source to be used by AX applications: 1. From the Start menu, select Programs > ApplicationXtender Desktop> Data Source Selector. You should see your existing data source. 2. Highlight the data source name. 3. Click Set as Default to make that data source the default data source and to make it visible to ApplicationXtender applications. January 2011 Banner Document Management Suite 3-5 Installing ApplicationXtender 6.5

30 4. Click Apply to accept the changes. 5. Click Ok to exit the Data Source Selector tool. If you are installing ApplicationXtender on a new server, run the ApplicationXtender Administrator and you will be prompted to set up a Data Source to point to an existing Database. For more information, refer to the EMC ApplicationXtender Core Components 6.5 Administrator s Guide. Step 6 Install the INB - AX Bridge (optional) Communication between Internet Native Banner and ApplicationXtender is facilitated by the INB-AX Bridge program. Install the INB-AX Bridge for all users who launch ApplicationXtender from an Internet Native Banner environment. The INB-AX Bridge requires the Microsoft.NET Framework. Download the.net install files from: The recommended version is 3.5 SP1. 1. Extract and run the Setup.msi file from the bdmsinbaxbridge.zip file. 2. Specify the install path. 3. Once INB-AX Bridge is installed, the INBAXBridge.htm file is added to the folder. Copy this file to a Web server that is accessible to Banner users. This file redirects the BDMS function calls to the bridge program running on the user's computer. The URL for this file must be specified on the EXAINST form for the integration to work. See the Banner Document Management Suite Administration Guide for additional information on EXAINST. The inbaxbridge.exe is run each time a user initiates an Banner Document Management Suite session from an Internet Native Banner session (user preference settings apply). The program is active in the System Tray and remains active till closed by a user or a system restart. Step 7 Configure additional desktop machines An enterprise rollout of a data source is best accomplished by creating a workstation s settings.axs file on an administrative workstation, and then distributing that.axs file to all client workstations that will be installing ApplicationXtender. For information and best practices on rolling out AX client/server software to a large number of desktops, see the Unattended Setup and the Saving and Loading Settings sections of the ApplicationXtender Desktop Installation Guide. 3-6 Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

31 Install ApplicationXtender Web Access.NET 6.5 (Optional) This section contains instructions for installing the Microsoft.NET-based ApplicationXtender Web Access product (if licensed). It is important to note the following: One or more Rendering Servers use a single cache in which rendered files are stored for re-use. For small environments, you can install the Rendering Server on the same computer as the ApplicationXtender Web Access Server. Larger sites will require one or more Rendering Servers on separate computers. For more information, see the Configuring ApplicationXtender Rendering Server section in the ApplicationXtender Web Access.NET Administrator s Guide. A session cache is used by AX Web Access.NET to track browser session data. It should be located on the AX Web Access.NET server to enhance performance. For an AX Web Access.NET deployment, this would translate to the Windows server that contains AX Web Access. Step 1 Create the ApplicationXtender Web Access Session Cache folder Create a Session cache on the AX Web Access.NET server. See the Configuring ApplicationXtender Rendering Server Cache Settings section of the ApplicationXtender Web Access.NET Administrator s Guide. This folder may already exist, unless you are moving to a new server. Make a note of the folder path as you will need to enter it in subsequent steps. If you are moving to a new server, ensure that only the WX impersonation account has full access to the Cache Session folders. Step 2 Create the ApplicationXtender Web Access Rendering Server Cache folder Create a Rendering Server Cache on the computer where the Rendering Server is installed. If you have more than one Rendering Server, choose one of the Rendering Server computers to host the Rendering Server Cache. See the ApplicationXtender Rendering Server Hardware and Software Requirements Overview section of the ApplicationXtender Web Access.NET Administrator s Guide. This folder may already exist, unless you are moving to a new server. Make a note of the folder path as you will need to enter it in subsequent steps. There should be only one Rendering Server Cache. If you are moving to a new server, ensure that only the WX impersonation account has full access to the Cache Session folders. January 2011 Banner Document Management Suite 3-7 Installing ApplicationXtender 6.5

32 Step 3 Install ApplicationXtender Web Access.NET Install ApplicationXtender Web Access.NET as follows: 1. Run the setup.exe file from the WebAccessNET_ \AppXtender Web Access.NET install folder. 2. Select the default Website as your target Web application. Content Management Root is where ApplicationXtender was installed and cannot be modified. 3. Click Next and then click Next again. 4. Click Finish. For more information on installing ApplicationXtender Web Access.NET, see the Installing and Registering AppXtender Web Access Components section of the ApplicationXtender Web Access.NET Administrator s Guide. Step 4 Add configuration settings for AX Web Access You can add required configuration settings for AX Web Access in two ways - manually, or using the ApplicationXtender.NET Wizard. Add configuration settings for AX Web Access using the ApplicationXtender.NET Wizard 1. Run the AX Administration utility from the Start menu under Programs > ApplicationXtender Desktop > ApplicationXtender Administrator. 2. Login as SYSOP. 3. Select Tools >ApplicationXtender.NET Wizard to start the configuration process. 4. Select the Web Access Wizard and use the wizard to configure the AX Web Access.NET system. Complete all the steps as indicated by the wizard. Manually add AppXtender Admin configuration settings for AppXtender Web Access Run the AX Administration utility from the Start menu under Programs > ApplicationXtender Desktop > Administrator. 2. Login as SYSOP. 3-8 Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

33 3. Select the ApplicationXtender Web node in the left hand side frame. The sub-nodes are displayed. Make the following changes to the nodes as specified: 3.1. ApplicationXtender Web Access/Setup/Global Credentials Account/User Account node: Click Setup Type in the Windows domain impersonation account username and password. See the Accounts and Rights Required for Resource Authentication Accounts section of the EMC ApplicationXtender 6.5 Concepts and Planning Guide for details on setting up the domain account. The Windows account is used by ApplicationXtender Web Access to access files across your Windows networking system. Ensure that this domain user account has special Windows privileges as specified in the EMC ApplicationXtender 6.5 Concepts and Planning Guide. This account is also referred to as the WX Impersonation Account AppXtender Web Access/Setup/Session Management/Session Cache Path node: Click Browse Using the UNC path convention, enter the Session Cache Path to the cache you created in Step 1 Create the ApplicationXtender Web Access Session Cache folder on page Select Global User Credentials in the Authentication Method section Click OK Click OK in the New Path dialog box. January 2011 Banner Document Management Suite 3-9 Installing ApplicationXtender 6.5

34 3.3. AppXtender Web Access/Security node: Clear the Users may access the server using NTLM Authentication check box. This modifies other check boxes as well. 4. Select the Servers node in the left hand side frame. The sub-nodes are displayed. Make the following changes to the nodes as specified: Servers/Rendering Server node: The Rendering Server is required for most AX Web Access installations. A Rendering Server is not required for a BDMS site if an AX Web Access.NET deployment does not use thin browser clients, thumbnail rendering, or services In the Login section of the page, click Setup Type in the Windows domain account username and password. See the Accounts and Rights Required for Resource Authentication Accounts section of the ApplicationXtender Concepts and Planning Guide for details on setting up the domain account. The Windows account is used by ApplicationXtender Web Access to access files across your Windows networking system. This account is also referred to as the WX Impersonation Account Click OK Using the UNC path convention, enter the Rendering Server Cache Path to the cache you created in Step 2 Create the ApplicationXtender Web Access Rendering Server Cache folder on page Click OK to acknowledge the new path. The Rendering Server uses two database tables. The AX Administrator utility creates these tables in the first database that it accesses. These tables can also be created in an entirely different database. For more information, see the EMC ApplicationXtender Web Access.NET 6.5 Administrator's Guide Select the Banner or Oracle database as the database that the Rendering Server should use for cache management Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

35 4.7. Click Select and establish the data source as follows: Use OTGMGR as your User Name. Enter the Oracle password for OTGMGR. Select the Allow Saving Password check box to have the system always use those database credentials when the Rendering Server needs to see its tables Click OK. You can leave the Schema field blank. 5. Save and exit the AX Administrator utility. Step 5 Update the Web.config file on ApplicationXtender Web Access for single login The Web.config file is installed during the ApplicationXtender Web Access.NET installation. This file is located in your Website's AX Web Access folder, which is typically C:\Inetpub\wwwroot\AppXtender\Web.config. To enable single login between Banner and AX Web Access, a password must exist on both the Banner system and the AX Web Access system. The Banner copy of the password is contained in the EXBINST table. This table is maintained by the BDMS INB form EXAINST. Additional settings, including the timeout figure for Single Login credentials (key WxCryptoCredExpireInterval) and the maximum file size setting and upload timeout value, are also stored in the Web.config file. The defaults are 10 minutes of timeout for Single Login credentials, and 10 MB maximum filesize in a maximum of 10 minutes for uploads. You can leave the defaults in place. See the Banner Document Management Suite Administrator Guide for information about resetting the Single Login key from its delivered value. Modify the Web.config file as follows: 1. Open the Web.config file in an editor such as pad. 2. Locate the following line of code: <add key="wxcryptokeypassword" value="password"/> 3. Change the value of password to the password you are using at your site. This is the same value you enter in the EXAINST form. The password value is case sensitive. January 2011 Banner Document Management Suite 3-11 Installing ApplicationXtender 6.5

36 4. Set a value for the UDLFieldRefreshRate. This value affects the frequency that AppXtender Web Access drop-down list values are refreshed. The value for the UDLFieldRefreshRate is initially set to zero (0). This value affects the frequency that AppXtender Web Access drop-down list values are refreshed. Many fields of a document's index structure are defined as drop-down lists. A value of "0" means that the system will load drop-down list value sets once at the startup of the AppXtender Web Access server, and not refresh them again until the AppXtender Web Access server is stopped and restarted. A positive integer value (indicating an interval in minutes) permits the AppXtender Web Access server to periodically update the drop-down list value sets without restarting the AppXtender Web Access server. This permits tighter synchronization of values between the User-Defined List tables (UL%) and the data displayed to the user as values within the dropdown list. Since Banner data (such as Document Types) should typically be in tight synchronization with the data that users see in AppXtender Web Access, SunGard Higher Education recommends a value of approximately 5-10 minutes for this refresh rate. You can adjust this value anywhere from 1 (1 minute interval) to 0 (infinite interval). 5. Review the following settings and change as necessary for your site: customerrors If you utilize the Finance Fund/Org security or the HR security feature in BDMS, then set this value to 'Off', so that a user that does not have security clearance to view a document will see the full descriptive error message. AxWebServicesDocumentPointer 6. Save the changes to the Web.config file. 7. Reset IIS on the AX Web Access server Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5

37 Step 6 Install the ApplicationXtender Web Access Rendering Server The location(s) of the Rendering Server(s) depends on your selected architecture. If you have the Windows Server resources, install the Rendering Server(s) on a different machine from the ApplicationXtender Web Access.NET server or ApplicationXtender Utility Services. For more information, see the Installing the ApplicationXtender Rendering Server section of the ApplicationXtender Web Access.NET Administrator s Guide. If you are installing the AX Web Access Rendering Server on a separate machine, you must run the Component Registration Wizard on this server. For more information, see Step 8 Run the Component Registration Wizard on page Run the setup.exe file located in the RenderServer_ folder. Depending on what other ApplicationXtender components are already installed on the Rendering Server computer, the destination folder may not be configurable. 2. Click Next and then click Next again. 3. Click Yes to enable Garbage Service collection. 4. Click Install. 5. Click Finish. Step 7 Install ASPNET Scriptmaps to the Default Web Site Microsoft Internet Information Services (IIS) are installed by default when you install Windows. However, since the option to install IIS can be disabled during Windows installation, you may need to install IIS separately prior to using AppXtender Web.NET. If you install IIS after installing the Microsoft.NET framework, you need to run the aspnet_regiis utility to install ASPNET scriptmaps to the default IIS web site. Warning If the ASPNET scriptmaps are not installed on the web site where your AppXtender Web content is installed (typically the default web site), users will not be able to log into your AppXtender Web Access web site. January 2011 Banner Document Management Suite 3-13 Installing ApplicationXtender 6.5

38 To install ASPNET scriptmaps to the default web site using aspnet_regiis: 1. Select Start> Run and type cmd to open the Command Prompt. 2. Change directories to the directory where the Microsoft.NET Framework is installed. For example, if the.net Framework is installed in the C:\WINNT\Microsoft.NET\Framework\vx.x directory, type the following: cd C:\WINNT\Microsoft.NET\Framework\vx.x. 3. At the command prompt, type aspnet_regiis -i -enable to install ASPNET scriptmaps to the default web site and enable the scriptmaps. Step 8 Run the Component Registration Wizard Run the Component Registration Wizard on the servers on which any of the following components are installed: ApplicationXtender Web Access.NET Rendering Server ApplicationXtender Web Services (if AX Web Services are installed) The Component Registration Wizard is added to the list of programs when any of the listed components are installed. The Component Registration Wizard must be run even after any configuration changes to any of the servers on which the listed components are present. 1. Run the Component Registration Wizard from the Start menu under Programs > ApplicationXtender Desktop > Component Registration. 2. Click Next. You see a list of all installed ApplicationXtender Web Access components on that machine. If a component is installed, it must be registered. 3. Select ApplicationXtender Web Access Web Server and click Next. 4. Enter an optional component description and click Next. 5. Select the Run Component Registration Wizard again? check box. 6. Click Finish. 7. Click Next. 8. Select Rendering Server and click Next. 9. Restart IIS Banner Document Management Suite January 2011 Installing ApplicationXtender 6.5