SignArchive 2.5. User Manual SOFTPRO GmbH, All rights reserved. Version 0.4

Transcription

1 SignArchive 2.5 User Manual SOFTPRO GmbH, All rights reserved Version 0.4

2 Date: August 5, 2008

3 Date: August 5, 2008 Content 1 OVERVIEW INSTALLATION SIGNARCHIVE SERVER Upgrade from version New Installation Un-install SIGNARCHIVE CLIENT Upgrade from version New Installation Configure SignDoc.ini License information Un-install DATABASE ACCESS CONFIGURE A DATABASE Prerequisites Database preparation using MS SQL Server Database preparation using MS SQL Server Configuring SignArchive properties Logging settings SIGNARCHIVE SERVER USAGE FIRST START ADMINISTRATION MENU OVERVIEW User and Profiles Signer management Manage Tablets SIGNARCHIVE CLIENT USAGE FIRST START Add reference to SignArchive Compare against SignArchive LICENSE INFORMATION REGISTERED TRADEMARKS REGISTERED TRADEMARKS OF SOFTPRO...28

4 1 Overview SignArchive administrates a reference signature database. Reference signatures may be captured in SignDoc as well as in SignArchive. Each signature in the database is stored as biometric signature ordered to the signature capture unit. SignArchive options to capture, delete, and modify signature data. Furthermore SignArchive supports enrolment of users depending on the signature device. This might be useful if somebody's signature varies significantly if a user signs on different signature devices. The compare engines may perform better if several references are available in such cases. SignArchive runs on Microsoft Windows Vista, XP SP2 and XP Tablet PC Edition as well as on Windows Page

5 2 Installation 2.1 SignArchive Server SignArchive Server is delivered as package including all necessary libraries. For capturing signatures please follow the installation guide for the signature capture device. Please make sure that the device is supported by SignArchive Server Upgrade from version SignArchive cannot be updated to SignArchive Server 2.5. Please uninstall all previous versions of SignArchive. If a signature reference data base has been created please ask for migration New Installation Before you start SignArchive.exe, please uninstall all previous versions of SignArchive. At the beginning you can choose the language of installation. You should have administrator user rights to install the application. If you do not have such rights a corresponding message will be displayed. During the setup it is possible to configure the connection to the SOFTPRO License server. 1.Please select first of all the checkbox "Connect to the license server". 2.Please enter either the license server host name or the license server IP address. Please contact your system administrator for clarification. a. If the default value of the port number not available for you, please enter the correct one. b. If your network uses Internet Protocol version 6, please select the checkbox. 5 Page

6 The Installation wizard will ask you to choose the features that you would like to install: SignArchive Server or / and SignDoc SignArchive Client. 1. Please select SignArchive Server to install complete server features 2. Please select SignDoc SignArchive Client to install the necessary components to use SignDoc together with SignArchive database 3. Please specify the Destination folder if you do not want to install it the the default location If you have selected Signdoc SignArchive Client feature to be installed it will be necessary to specify some configuration in the additional dialog 1. Please enter IP Address or Hostname for the SignArchive Server 2. Please specify the port number if this differs from the default. The setup program automatically checks space on your disc and cancels the installation if space is insufficient. 6 Page

7 The installation creates the following shortcuts. If the installation is carried out for all users following ALLUSERSPROFILE: - C:\Documents and Settings\All Users\Start Menu\Programs\SignArchive - Shortcut "Help" - SignArchive-Help will be copied into the INSTALLDIR\lib folder. - Shortcut "Readme" - Shortcut "SignArchive" - Shortcut "License Information" - Shortcut "Manual" - Shortcut "Uninstall" Within the installation of SignArchive a browser plug-in for signature capture is launched for download to the browser front end application. The plug-in will be downloaded when the signing dialog will be started first time License Information SignArchive is delivered with a time limited demo license that is valid for 30 days. To activate a full SignArchive license please follow the description in the chapter License Information Un-install SignArchive Server can be uninstalled from Control Panel > Add or Remove Programs or using the shortcut in Start > Programs > SignArchive > Uninstall. To start de-installation please select remove in the displayed window. 7 Page

8 2.2 SignArchive Client The separate installation package SignArchiveClient.exe is available for setting up the connection between SignDoc and SignArchive Server. This installation package installs all the necessary SignArchive components that are required for SignDoc products to work with SignArchive Upgrade from version SignArchive cannot be updated to SignArchive Server 2.5. Please uninstall all previous versions of SignArchive New Installation Before running SignArchiveClient.exe setup, please install the SignDoc application. At the beginning you can choose the language of installation. You should have administrator user rights to install the application. If you do not have such rights a corresponding message will be displayed. The Installation wizard will ask you to provide the necessary configuration: 1. Please specify IP address or Hostname of SignArchive server (default value is localhost) 2. Please specify the Port Number (default value is 2100) During installation process the setup will insert the provided configuration in the registry: HKEY_LOCAL_MACHINE\SOFTWARE\JavaSoft\Prefs\softpro\signarchive] "SP_SAServiceAdress"= The additional components will be also installed and added to your SignDoc installation Configure SignDoc.ini Before SignDoc can be used with SignArchive some changes in the SignDoc.ini has to be done. SignDoc.ini file can be found in SignDoc installation directory. Default location is C:\Program Files\Common Files\SOFTPRO\SignDocShared. Please set following values in SignDoc.ini to support connection to SignArchive: 8 Page

9 SP_UseDatabase=1 (to use SignArchive database) SP_RequirePersonalId=1 (to require user to enter personal ID in signature capture dialog; if personal ID is not required, please set this property to 0) SP_AuthenticateSignature=4 (to compare the signature against reference in database before document is signed; if verification is not required, set the value to 0) License information SignArchive is delivered with a limited demo license that is valid for 30 days. To activate a full SignArchive license please follow the description in the chapter License Information Un-install To uninstall SignArchive Client components from the computer please go to Control Panel > Add Remove Programs and select SignArchive Client. 9 Page

10 3 Database access SignArchive is delivered with an internal repository for handwritten signatures. In addition to the internal repository, SignArchive supports signatures storage in relational database management systems. Supported data bases are: DB2, Oracle, MS SQL, JDBC driver supported data bases. A more technical description of accessing the data bases is shown in the figure below. 3.1 Configure a database SignArchive Server is configured to be used with MS SQL data base. The installation delivers a data base table schema for MS SQL 2000 and Prerequisites Install MS SQL Server 2000 / 2005 including latest Service Packs (require.net Framework 2.0) Enable Mixed Mode (Windows Authentication and SQL Server Authentication) Enable TCP/IP listener on port 1433 Create new Database (please see chapter for creating the database with MS SQL Server 2000 and chapter for example of creating the database using MS SQL server 2005) Create new Database User with following properties: SQL Authentication (for security purposes it is recommended to create a pass word for this user) Access Rights for this database Important: This user should have the permissions to Connect, Delete, Insert, Select and Update 10 P a g e

11 3.1.2 Database preparation using MS SQL Server Setup the database example: create a database with the name signarchive 11 P a g e

12 2. Update the tables using SignArchive Server table script example: update database tables for SignArchive Server using MSSQL 2000 select SQL Query Analyzer open table script (script can be accessed in START > Programs > SOFTPRO > SignArchive > DatabaseScript > Createtables_mssql_2000.sql) 12 P a g e

13 run the script exit SQL Analyzer stop and start database updated tables 13 P a g e

14 Make a corresponding configuration in the signarchive-config.properties file as described in the chapter Database preparation using MS SQL Server Setup the database example: create a database with the name signarchive 2. Update the tables using SignArchive Server table script (script can be accessed in START > Programs > SOFTPRO > SignArchive > DatabaseScript > Createtables_mssql_2005.sql) example: update database tables for SignArchive Server using MS SQL Server 2005 Select New Query 14 P a g e

15 open table script and execute the script by clicking After executing there will be the message displayed Command (s) completed successfully updated tables Make a corresponding configuration in the signarchive-config.properties file as described in the chapter P a g e

16 3.1.4 Configuring SignArchive properties Before SignArchive Server can be used with new database it is necessary to make some configuration changes in signarchive-config.properties file. This configuration file can be found in C:\Program Files\SOFTPRO\SignArchive\server\tomcat\webapps\signarchive\WEBINF\classes if your SignArchive Server has been installed at the default location signarchive-config.properties This property file is responsible for setting up the connection to the database. It contains 2 sections: Simple File Database (by default activated) and Microsoft SQL Server sample configuration. Simple File Database is does not require any real database connection. In order to configure a connection to the real MS SQL Server database, please make following steps: Scroll to the section Microsoft SQL Server sample configuration Activate and edit below listed settings: signarchive-config.properties file setting = value Description dbdriver = com.microsoft.sqlserver.jdbc.sqlserverdriver The jdbc database driver class dbuser = sa Specify the name of database user (if it differs from default). This user needs insert/update/delete permissions on the database user tables Specify the password of the database user (If needed) The jdbc connect string, please update with according names for the host and database name is it is necessary dbpassword = softpro dburl = jdbc:sqlserver://localhost;databasename=signarchive Example: Please save the changes to signarchive-config.properties file Restart SignArchive Server (see chapter 4) 16 P a g e

17 3.1.5 Logging settings To configure logging level, please edit the log4j.properties file which can be found in C:\Program Files\SOFTPRO\SignArchive\server\tomcat\webapps\signarchive\WEBINF\classes folder, if the default installation directory for the Signarchive server has been used. log4j.properties file setting = value Description log4j.appender.logfile.file=signarchive.log log4j.logger.grails.app=error, logfile, stdout Specifies the logfile name and location Defines the logging level, by default log only errors on console, please change to info or debug if this is necessary 17 P a g e

18 4 SignArchive Server Usage SignArchive Server is an administration tool for a signature data base. Reference signatures can be captured using the SignArchive administration console. The administration console is a browser application and can be used by every user with rights 4.1 First Start SignArchive is installed as windows service. This service can be found in Control Panel > Administrative Tools > Services > Apache Tomcat SignArchive If the service is started you can start SignArchive using the installed link Start > Programs > SOFTPRO > SignArchive > SignArchive. This link includes an URL If the web service is installed on another computer please make sure that localhost is replaced with a proper host name If the web service container uses another port, please replace the default port 2100 with the appropriate port number. When the connection to the web service is established successfully then the login screen is displayed. The first login via the web service has to be done with login name: admin password: softpro 4.2 Administration SignArchive is installed with predefined login data. The default login data can be changed after first login. A SignArchive user is a person who is able to allow - Update signatures - Delete signatures - Create signatures To change login data please follow instruction in section Manage Users. 18 P a g e

19 4.3 Menu Overview SignArchive offers at the start page following administration options: - Manage Users - Manage Profiles - Manage signer - Manage Signature - Manage Tablets User and Profiles User management covers application profiles as well as user administration Manage Users The menu Manage Users has two tasks: 1. Display the list of enrolled users with access to the database. The access rights are displayed. 19 P a g e

20 2. Enroll a new user Enroll a user The menu item New users in the list of user opens a dialog to create a new user with following parameters: - Login user login name - Password users password - Administrator user can be act as an administrator - Update the signature default allows to update the users signature - Delete the signature default allows removing the users signature - Create the signature default allows acquiring the users signature The user is created only when the button create is clicked. After creating a user two options are available, on the one hand the general information as described above can be changed using the menu item edit, and on the other hand the user can be removed from the data base using the menu item delete Manage Profiles SignArchive allows handling various application profiles to distinguish between the various needs of signature verification by different applications. The menu Profiles has two tasks: 20 P a g e

21 1. Display profile list 2. Create new profile New Profile The menu item New profile in the profile list opens a dialog to create a new user with following parameters: - Profile ID profile ID - Profile name name of the profile - Signature quality Minimum static feature quality to accept a reference signature Minimum dynamic quality to accept a reference signature Minimum static compare result - within all reference signatures - to accept a reference Minimum static compare result for a match Minimum dynamic compare result for a match - Number of acquired signatures per reference signature 21 P a g e

22 - Amount of matches for static features when reference signature includes more than 1 signatures - Amount of signature variants The new profile is created only when the button create is clicked. After creating a profile two options are available, on the one hand the profile information as described above can be changed using the menu item edit, and on the other hand the profile can be removed from the data base using the menu item delete Signer management Signer management covers creation of new signers as well as acquiring signatures. SignArchive Server displays a list of enrolled signers Manage signers The menu item New signer opens a dialog to create a new signer with following parameters: - Signer ID signer ID - Signer name name of the signer - Ignore verification result a data set can be proceed within an application that will not be verified the signers signature but the signers profile validity The new signer is created only when the button create is clicked. After creating a signer two options are available, the profile information as described above can be changed using the menu item edit and the profile can be removed from the data base using the menu item delete. 22 P a g e

23 The menu item New signature in the signer list opens a dialog to create a new signature for a signer with following parameters: - Signer select the name of the signer - Profile select the name of the profile - Size for signature capture necessary when using TabletPC as capture device Capture Signature Reference 1. Select the signer s name and profile id. 2. Select menu item Create When using signature capture first time on the computer, the browser plugin for signature capture will be downloaded online. Please make sure that a signature capture device is installed or it is a pen-enabled TabletPC. 23 P a g e

24 3. Sign on the tablet, confirm each signature with the "OK" button. Click the "Erase" button if you want to erase and reenter a signature. The signature entry may abort at any time with the "Cancel" button. All entered signatures will be lost in this case. The application profile defines show many signatures will be captured for creating a signature reference. All signatures will be compared against each other. 4. When the capture dialog is completed a summary is displayed. It is possible to delete the signature after capturing Manage Signatures When selecting the administration menu Manage Signatures a list of enrolled signers including signatures is displayed. The list is searchable by typing a search criterion. 24 P a g e

25 After selecting a signer, the captured signature including capture information is displayed Manage Tablets The menu tablet shows all supported signature devices. 25 P a g e

26 5 SignArchive Client usage SignArchive Client allows establishing the connection between SignDoc and SignArchive. It will allow inserting reference signatures directly from SignDoc into SignArchive database as well as verifying the signatures against stored in SignArchive database references. 5.1 First Start Please make sure that all the installation and configuration has been properly done as it is described in the chapter Add reference to SignArchive Please start SignDoc application Select menu SignDoc > Reference > Add reference to SignArchive The signature capture dialog will shown where user will need to specify: Name (optional) Identification (required) Enter a reference signature Provide all the necessary information and click OK The reference signature will be stored in the SignArchive database Compare against SignArchive Please start SignDoc application Open signed document Select with a mouse click signature that you would like to verify against the SignArchive reference Select the menu SignDoc > Authenticate / Compare > Compare against SignArchive The will be a message displayed notifying about the comparison result. 26 P a g e

27 6 License Information To get an unlimited license for SignArchive, please carry out following steps: 1. Obviously you already have installed SignArchive. 2. Invoke the license viewer by clicking on Start > Programs > SignArchive > License Information. 3. Copy Installation Code into your to and enter that code there. 4. You will receive an containing the license file. 5. Copy the license file to a temporary folder. 6. In the license information dialog press the button "Install license", navigate to the temporary folder and double click your license file. 7. The license manager will copy and register the license file and finally pop up a message to inform on the final result. 8. Following window should be displayed. 9. Please restart the SignArchive Service (MyComputer > Manager > Services and Applications > Services > Apache Tomcat SignArchive > Restart) to reread the updated license. 27 P a g e

28 7 Registered Trademarks 7.1 Registered Trademarks of SOFTPRO SignWare, SignDoc, SignPad, SignBase and SignPlus are registered trademarks of SOFTPRO GmbH. All other brand and product names are trademarks or registered trademarks of their respective holders. 28 P a g e