Doc-Trak Infor CloudSuite. Installation Manual. The Lake Companies, Inc Walker Drive, Green Bay, WI

Transcription

1 Installation Manual Doc-Trak 2014 Infor CloudSuite Installation Manual 2980 Walker Drive, Green Bay, WI

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3 Table of Contents Doc-Trak Pre-Installation Checklist Doc-Trak Installation Installation Components Database Installation Reporting Services Installer Web Server and Client Installation Doc-Trak Polling Configuration Manager Doc-Trak Polling Web Server Configuration Manager PDF-XChange Printer Installation Doc-Trak Parameters Doc-Trak Polling License Request & Entry Doc-Trak Polling Form Overview of Running Two Doc-Trak Polling Processes How to setup a Single Doc-Trak Polling Process How to setup two instances of Doc-Trak Polling Running Doc-Trak Polling Processing and Doc-Trak Polling Converting on two different Web Servers Setup Doc-Trak Polling in Task Scheduler/Scheduled Task Doc-Trak Scanning Prerequisite Report Options Task Names (LCDTPDF<Reportname>) Web Client Multiple SQL Server instances for multiple databases may require servers to be linked for Doc-Trak Polling: Post Installation Checklist Troubleshooting Tips The instructions below assume that the person installing this software is familiar with installation and configuration of Infor CloudSuite. Please read the entire set of instructions before attempting to install or upgrade this product. There is potential that data could be lost if the proper steps are not taken. If you read the instructions and have any questions or require assistance during the installation, please log your issue with Infor Xtreme Support or contact your Infor Channel Partner. Doc-Trak 2014 Installation and Upgrade Instructions Page 1

4 1. Pre-Installation Checklist NOTE!! It is essential to review the Doc-Trak Installation Overview document included with the Doc-Trak installation download files before installing or configuring Doc-Trak. Before you get started, go through the following checklist. A. Review the Installation Advisories included with the Doc-Trak download. B..NET Framework version 3.5 Service Pack 1 or higher must be installed on the Web Server. C. Before installing Doc-Trak 2014, make sure Infor CloudSuite has been completely and successfully installed. You should be able to access the Infor CloudSuite database from a client workstation and run reports. D. Obtain a license for the Doc-Trak Polling process. The license is requested from The Lake Companies, Inc. To request a license, fill out the License Request Form on our web site: The SQL server name and polling database name will be needed when making this request. E. The operating system on all servers (Database, Web Server, and Terminal Server) must be Windows Server 2008 R2. The operating system on the client workstations must be Windows XP Professional SP2 (or higher), Windows Vista (Business or Ultimate), Windows 7 or Windows 8 (SL and higher). F. Be familiar with your Infor CloudSuite server configuration. The installation program examines your current Infor CloudSuite installation. G. What are the App, Form and Object database names for each database on which you are installing Doc-Trak? H. Do you have a Web Server? How many? What are the Web Server names? Doc-Trak s web server component will need to be installed on each Web Server. I. How many client workstations will have Doc-Trak installed on them (administrative install) or will you be using the Click Once deploy? Web Client? J. Will you have any Web Clients? What browser will they be using? Web clients will also need Java installed and enabled in the browser selected. Make sure to go through the browser setup steps in Section 7 of this manual. K. What is the password for user ID sa (SQL system administrator) on each of your database servers? L. What is the domain administrator user ID (or user with equivalent permissions) and password? A local administrator account cannot be used. If you use an account with permissions equivalent to the domain administrator, you will need to verify that the user has sufficient permissions to access shares on the file systems where you plan on placing the archive documents and to the Infor CloudSuite report\outputfiles area. M. As with all software installations and upgrades, make a backup of your databases before getting started. Page 2 Doc-Trak 2014 Installation and Upgrade Instructions

5 Doc-Trak 2014 Installation and Upgrade Instructions Page 3

6 N. If Doc-Trak polling is currently running, shutdown Doc-Trak Polling: From the Windows Start Menu select >All Programs > Infor > Doc-Trak > Doc-Trak Polling (or Start Menu > All Programs > The Lake Companies > Doc-Trak > Doc-Trak Polling). From the Doc-Trak Polling Form, select Setup > Select Stop Polling. O. If Doc-Trak Polling was previously installed, remove Doc-Trak Polling before starting the install using the Add/Remove Programs in Windows Control Panel. You are now ready to install Doc-Trak. Page 4 Doc-Trak 2014 Installation and Upgrade Instructions

7 2. Doc-Trak Installation 2.1. Installation Components The Doc-Trak Install.exe installs the following components: Database App, Forms, Objects, Master and Doc-Trak Polling databases Web Server and Doc-Trak Polling Configuration Client All three components can be selected and run at once from the Web Server or run individually. The Database Server, Web Server and Client may be installed several times depending on your Infor CloudSuite configuration. For example, the Client component may need to be installed on each Doc-Trak client workstation or on each terminal server depending on your specific Infor CloudSuite installation. Note:.NET Framework version 3.5 Service Pack 1 or higher must be installed on the Web Server. If this requirement has not been met, a message will be displayed indicating the.net framework is the incorrect version and the Doc-Trak Installation will fail. If Doc-Trak Polling was previously installed, stop the polling and remove Doc-Trak Polling before installing, using the Add/Remove Programs in Windows Control Panel. (See the Pre- Installation Check List above (N & O) for instructions) Database Installation To begin the installation, run Doc-Trak Install.exe from the Web Server. Doc-Trak 2014 Installation and Upgrade Instructions Page 5

8 All three components can be run by placing a check mark in each checkbox as illustrated below. Click Next. Note: If you are running the Infor CloudSuite Administrative Client on the server you are installing from, you will need to install the Doc-Trak Client component, otherwise the Client Installation component is not needed if utilizing the ClickOnce deployment option (part of the Web Server Installation component). Upgrade or Service Pack Installation: During an Upgrade or Service Pack Installation you will be prompted to shut down the Doc-Trak Polling. Page 6 Doc-Trak 2014 Installation and Upgrade Instructions

9 A. Database Installation The Database Connections form is displayed. Select Add Database button to add your Master, MaApp, Forms and Object Database(s) one at a time. You can add multiple configurations, Pilot and test databases at one time using the Add Button. Upgrade or Service Pack Installation: If you are performing an upgrade or applying a service pack, the databases from any previously performed installation will display when this form opens. Choose the Commit button if the information displayed is correct. Doc-Trak 2014 Installation and Upgrade Instructions Page 7

10 Enter the Server name, Database Name, User ID, and Password for the database Doc-Trak is going to be installed on. Each time the Add Database button is selected, the Add Connection form will appear prompting for the Database Type, SQL Server name, Database name, User ID and Password for the database being added. Click the Test Connection Button to verify it is a valid connection. After the connection has been validated, click the Add button to add the database. Page 8 Doc-Trak 2014 Installation and Upgrade Instructions

11 Follow the above steps to add the Forms database for each Infor CloudSuite configuration. Doc-Trak 2014 Installation and Upgrade Instructions Page 9

12 Follow the above steps to add the Objects database for each Infor CloudSuite configuration. Page 10 Doc-Trak 2014 Installation and Upgrade Instructions

13 Follow the above steps to add the Master database for each Infor CloudSuite configuration. Master DB is a new database type that needs to be installed when installing Doc- Trak 2014 Sp02 or higher. Doc-Trak 2014 Installation and Upgrade Instructions Page 11

14 Doc-Trak requires a Doc-Trak Polling Database. Add the Doc-Trak Polling Database using the same steps as used above for the App, Forms and Objects Database. Select DT Poll DB from the drop down for Database Type. If this is the first time installing Doc-Trak (new install), click the Create DB check box in order to create the Doc-Trak Polling Database. Upgrade or Service Pack Installation: When performing a Doc-Trak upgrade where a Doc-Trak Polling Database already exists, the Create DB checkbox would not need to be selected. Page 12 Doc-Trak 2014 Installation and Upgrade Instructions

15 Test the Connection by clicking the Test Connection button. Doc-Trak 2014 If it s a valid connection, click Add to add the Doc-Trak Polling Database. Fields on the above form: The Install check box allows an administrator to select which database(s) to run the installation against. Server displays the server Doc-Trak will be installed on. Database displays the database name Doc-Trak will be installed on. Type denotes if the database is an app, forms, objects, or DTPoll database. Valid indicates whether the database is a valid database connection. Update Allows the administrator to make any changes to the Get Database Connection Information (Server Name, Database Name, User ID and Password). Doc-Trak 2014 Installation and Upgrade Instructions Page 13

16 Remove Allows the administrator to remove any databases no longer needed. Select All Installs button will place a check mark in the install check box for all databases. Deselect All Installs button will remove the check mark in the install check box for all databases. Click Commit. You may be prompted to Create New Database for DocTrakPolling. Click OK. Page 14 Doc-Trak 2014 Installation and Upgrade Instructions

17 The screen will show the Doc-Trak components being loaded. This will take several minutes depending on the number of databases selected during the configuration. Doc-Trak 2014 Installation and Upgrade Instructions Page 15

18 Once the installation is complete, the Database Install Statistics Form will be displayed. This form will indicate if the install completed without errors. If errors were encountered, contact Infor Support or your Channel Partner. If the installation finished without errors, click Finish. Page 16 Doc-Trak 2014 Installation and Upgrade Instructions

19 2.3. Reporting Services Installer Doc-Trak 2014 The installer will prompt the user to add Doc-Trak Reports to SQL Server Reporting Services using a Web URL or a local directory. This should be the same URL and directory specified on the Intranets form in Infor CloudSuite for the corresponding site. Add Web Server Folder Select this option to enter a URL and Folder Location for the reports. The form will prompt for the Report Server URL and the Reports Server Parent Folder as shown below: Doc-Trak 2014 Installation and Upgrade Instructions Page 17

20 Select the Add button to enter the information into the form. Add Explorer Folder Select this option to enter the directory location for the Infor CloudSuite reports. The form will prompt for the Report Directory as shown below: Note: In a 64bit environment the default points to the 32bit Application folder (below) Select the Add button to enter the information into the form. Page 18 Doc-Trak 2014 Installation and Upgrade Instructions

21 Updated Installer Form: Update Folder: select this option to update the selected record Remove Folder: select this option to delete the selected record Select All: select all records Deselect All: uncheck all selected records Commit: this will commit the selected records and copy the reports to the location(s) specified. Cancel: cancel and close the form to complete the installation. Click Commit. Doc-Trak 2014 Installation and Upgrade Instructions Page 19

22 Once completed the following message will display: Page 20 Doc-Trak 2014 Installation and Upgrade Instructions

23 2.4. Web Server and Client Installation Doc-Trak 2014 The next step of the installation is the Web Server component and Client. Click Next to accept the path for the Doc-Trak Crystal Reports. This will default to the installation path used by the Infor CloudSuite installation and should not be changed. Doc-Trak 2014 Installation and Upgrade Instructions Page 21

24 Upgrade or Service Pack Installation: If Doc-Trak has been installed previously, you will be prompted to shutdown Doc-Trak Polling. If Doc-Trak has been installed previously, you will be prompted to Uninstall the previous version. Uninstall for Upgrade - Default Setting. Choose this option if you want the installation to remember the connection settings from previous installations. Complete Uninstall - Choose this option to completely remove all Doc-Trak files and connection settings from previous installations. Service Logon - Enter your domain name\administrator (or user information with equivalent permissions). Uninstall select this button to proceed with the uninstall. Cancel cancel the Web Server Installation. The Web Server Installation can be resumed by going to the Start Menu on the Web Server > All Programs > Infor > Doc-Trak > LCConfigMenu. (or Start Menu > All Programs > The Lake Companies > Doc-Trak > LCConfigMenu) Page 22 Doc-Trak 2014 Installation and Upgrade Instructions

25 The following informational message will display. Run the Infor CloudSuite Configuration Wizard for Smart Client Deployment to incorporate the Doc-Trak icons on the Doc-Trak forms in Infor CloudSuite. The following informational message will display. Run the Infor CloudSuite Configuration Wizard for SmartClient via Browser Deployment. Informational message displays to restart the following services. Clicking Okay continues with restarting these services. Cancel prevents the restarting of these services and continues with the rest of the Doc- Trak Installation. This allows an Administrator to restart these services at a later time that might be more convenient. However, these services will need to be restarted prior to using Doc-Trak! Doc-Trak 2014 Installation and Upgrade Instructions Page 23

26 The following message is displayed to indicate the Doc-Trak Installation is complete. Click Finish Doc-Trak Polling Configuration Manager The Doc-Trak Polling Configuration Manager configures the database connection information for the Doc-Trak Polling Click Once client. Click the Doc-Trak Polling Configuration Manager button. Upgrade or Service Pack Installation: For Upgrades or Service Pack Installations, you don t need to run the Doc-Trak Polling Configuration Manager. The configurations from your previous installation will still be there. You can go to the next step and run the Doc-Trak Polling Web Server Configuration Manager. Page 24 Doc-Trak 2014 Installation and Upgrade Instructions

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28 Click Add to create a database connection configuration. After clicking Add, the following form will be displayed: Check the box labeled Default Connection. Enter a Connection Name (e.g.dtpoll). Enter your SQL server name where the Doc-Trak Polling database resides. Enter the name of the Doc-Trak Polling database. This should be DocTrakPolling. If you are using Windows authentication, check the box next to Windows Authentication. Note: The user name executing the installation will be used for the connection to the DocTrakPolling database and must have been granted access to this database. Page 26 Doc-Trak 2014 Installation and Upgrade Instructions

29 If you are using SQL authentication, leave the box unchecked and enter in the SQL user ID and password that has been granted access to the DocTrakPolling database. Click Test Connection. A confirmation message will verify the connection is valid. Click OK to clear the validation message. Then click Add and then Exit. Doc-Trak 2014 Installation and Upgrade Instructions Page 27

30 2.6. Doc-Trak Polling Web Server Configuration Manager The Doc-Trak Polling Web Server Configuration Manager configures the web server for the Click Once Client. When clicking on Doc-Trak Polling Web Server Configuration Manager button the following message may appear. Shutdown Doc-Trak Polling before continuing. Page 28 Doc-Trak 2014 Installation and Upgrade Instructions

31 Service Logon - enter your domain name\administrator (or user information with equivalent permissions). Password enter the administrator password. Virtual Directory Name default name is DTPDFPolling. Leave the default name unless you are supporting multiple versions of Doc-Trak. Click Once Application Name default name is Doc-Trak Polling. Click Once Web Server Address Enter your base Web Server name. Notice the http address in the gray box below this field, will be updated with your entry. Click Commit. Doc-Trak 2014 Installation and Upgrade Instructions Page 29

32 Once the Doc-Trak Polling Web Server Configuration is complete, the following screen will be displayed: Click the Finish button to complete the installation. Exit the Doc-Trak Polling Configuration Menu. Page 30 Doc-Trak 2014 Installation and Upgrade Instructions

33 Remember to run the Infor ERP CloudSuite Configuration Wizard for the Smart Client Deployment. Remember to run the Infor ERP CloudSuite Configuration Wizard for the SmartClient via Browser Deployment. You can run this once selecting both components. Doc-Trak 2014 Installation and Upgrade Instructions Page 31

34 From the Start menu of the Web Server > Program Files > Infor > Tools > Configuration Manager. Click on the Utilities Tab and click on the Discard Cache button. The Discard Cache Action Log form opens. The Action Result column should say success. Close the Discard Cache Action Log form. Then click on Publish Form Change. Nothing is displayed after Publishing the form change. Close the Configuration Manager form. Page 32 Doc-Trak 2014 Installation and Upgrade Instructions

35 2.7. PDF-XChange Printer Installation Doc-Trak 2014 If your installation is a new install of Doc-Trak, meaning a prior version of Doc-Trak was never installed on this server, you can automatically start the PDF-XChange printer installation with the following steps. Upgrade or Service Pack Installation Note: If this is an upgrade of Doc-Trak (a version of Doc-Trak previously existed on this server), and the version of the PDF-XChange printer is prior to PDF-XChange 4 Pro, the PDFX4.exe will automatically start when Doc-Trak polling is started the first time so the latest version of the PDF-XChange printer is installed for you. You do not need to remove the older version of the PDF-XChange printer prior to installing the newer version. If you wish to remove the older version, it is fine to do so. Installation Steps for the PDF-XChange Printer: From the Web Server, select the Windows Start menu > All Programs > Infor > Doc-Trak Polling > Doc-Trak Polling. (or All Programs > The Lake Companies > Doc-Trak Polling > Doc-Trak Polling if this is an upgrade). This will open the Doc-Trak PDF Polling form. Doc-Trak 2014 Installation and Upgrade Instructions Page 33

36 From the Doc-Trak PDF Polling form, click on Setup and then click Start Polling. At this point the PDFX4.exe will automatically start and the installation of the PDF-XChange printer will begin. Note: If the PDF-XChange Printer install does not start automatically after starting the Doc- Trak Polling, you can manually run the PDFX4.exe executable. This file is found in the install directory where the DocTrak install.exe resides. Screen Shots and Setup Steps for the PDF-XChange Printer: When the PDF-XChange Printer installation begins, you will be prompted to select your setup language. Select the appropriate install language and click OK. Page 34 Doc-Trak 2014 Installation and Upgrade Instructions

37 Click Next to start the PDF-XChange 4 Pro Installation. Accept the License agreement. Click Next. Doc-Trak 2014 Installation and Upgrade Instructions Page 35

38 Accept the default installation directory for PDF-XChange 4 PRO. Click Next. Accept the default components (Full Installation). Click Next. Page 36 Doc-Trak 2014 Installation and Upgrade Instructions

39 Accept the default for the Start Menu Folder. Click Next. Doc-Trak 2014 Installation and Upgrade Instructions Page 37

40 The PDF-XChange PDF Viewer is not needed. Leave the download checkbox unchecked and click Next. Page 38 Doc-Trak 2014 Installation and Upgrade Instructions

41 Select the appropriate Task for your environment. Click Next. Note: It is not required that any Microsoft Office Addin be installed. Doc-Trak 2014 Doc-Trak 2014 Installation and Upgrade Instructions Page 39

42 Click Install to continue with the installation of the PDF-XChange Printer. An installation screen displaying the installation progress will appear. Page 40 Doc-Trak 2014 Installation and Upgrade Instructions

43 Select No, to Install the PDF-XChange Printer as the default system printer. Doc-Trak 2014 Click Next to continue with Setup. Doc-Trak 2014 Installation and Upgrade Instructions Page 41

44 Doc-Trak will do a full install. This will not be a trial installation. Nothing will need to be filled in on this screen. Click Next. PDF-XChange Printer installation is complete. The server will need to be rebooted at this time. Close down any active applications, click Finish and reboot the server. Page 42 Doc-Trak 2014 Installation and Upgrade Instructions

45 The next step is to configure the Printing Preferences of the PDF-XChange Printer. The Watermarks are not required. They can be added and used in order to display a special watermark on your report. From the Windows Start Menu (or from within Control Panel) select Printers and Faxes. Right-click on the PDF-XChange 4.0 Printer and click Printing Preferences. Doc-Trak 2014 Installation and Upgrade Instructions Page 43

46 The Printing Preferences form opens. Select Watermarks. Page 44 Doc-Trak 2014 Installation and Upgrade Instructions

47 Check the box Enable Printing Watermark and check all the Doc-Trak Watermarks in the Watermarks List. Click Apply and OK. Close the window. This concludes the PDF-XChange Printer Installation. Doc-Trak 2014 Installation and Upgrade Instructions Page 45

48 3. Doc-Trak Parameters Open Infor CloudSuite. From the Master Explorer, open the Doc-Trak Folder, Doc-Trak Parameters Form. Setup the Doc-Trak Parameters. The Doc-Trak Parameters form defines various parameters for the different features of Doc-Trak. On the following pages, each section of the parameters is explained. Page 46 Doc-Trak 2014 Installation and Upgrade Instructions

49 Below, each section of the Doc-Trak Parameters is displayed in a screen shot with an explanation for each parameter or field. Retain Log Days Enter the number of days to retain the entries in the following tables: LC_DT_PDF_TRANSACTION LC_DT_PDF_TRANSACTION_EST LC_DT_PDF_TRANSACTION_JOB LC_DT_PDF_TRANSACTION_OV LC_DT_PDF_TRANSACTION_PO LC_DT_PDF_TRANSACTION_RMA LC_DT_PDF_TRX_JOB_GROUP Archive Without Attachments With this box enabled (checked), Doc-Trak will archive the Infor CloudSuite report PDF file created through Doc-Trak Form Output. Doc-Trak attachments will not be archived. If Terms and Conditions were defined on the Doc-Trak Output Setup screen, the Terms and Conditions will be included with the Infor CloudSuite report. Display Job Notes on Shop Floor With this parameter enabled, Job, Job Operation, and Job Material Infor CloudSuite Notes will be visible on the Shop-Trak shop floor via the Documents button. Note: In order for this feature to be available, you must have Shop- Trak. Run Virtual Rules From Allows a System Administrator to determine where the virtual rules will be processed. Prior to setting this parameter, consideration needs to be made on the types of clients that exist in your environment. Review the available options for this parameter in order to determine which setting works best for your environment. Once you ve determined that best fits your environment, follow the setup steps for that option. The next several pages cover the meaning of each option and the setup steps required for each option. Doc-Trak 2014 Installation and Upgrade Instructions Page 47

50 The available options in the drop down for the Doc-Trak Parameter Run Virtual Rules From are SQL, Client, or Web Service. With this parameter set to: SQL the SQL Server does the processing for the virtual rule and utilizes the permissions of the MSSQLServer service. This option also needs xp_command shell enabled. Setting this parameter to SQL will work for WinStudio Smart Clients (Click Once Client), and Web Clients. It will not work for a Software as a Service (SaaS) environment. To go to the setup steps needed in order to Run Virtual Rules from SQL, See Option 1 Below Client uses the User s current Windows permissions to search for the Virtual Rule files. Setting this parameter to Client will work for WinStudio Smart Clients (Click Once Client), and in a Software as a Service (SaaS) environment. It will not work for Web Clients. To go to the setup steps needed in order to Run Virtual Rules from Client, Skip ahead to Option 2 on page 59 Web Service uses permissions from the Internet Information Services (IIS) Manager for the DTFileSystemWebService application and the Anonymous Authentication user. Setting this parameter to Web Service will work for WinStudio Smart Clients (Click Once Clients), Web Clients and in a Software as a Service (SaaS) environment. To go to the setup steps needed in order to Run Virtual Rules from Web Service, Skip ahead to Option 3 on page SETUP STEPS WHEN RUN VIRTUAL RULES FROM IS SET TO SQL: Set to SQL works for WinStudio Smart Clients, and Web Clients. It does not work in a Software as a Service (SaaS) environment. MSSQLServer Service must be running as a Domain Administrator account. It cannot be running as a local service or network service. We recommend this user is also the same user that runs the Doc-Trak Polling process. xp_cmdshell needs to be enabled on the SQL Server. When xp_cmdshell is enabled, the sysadmin group is the default group allowed. Users can be added by giving them grant access to execute xp_cmdshell. But the default only allows sysadmin group which means a user would have to know a administrator type login, in order to have access to xp_cmdshell (which allows DOS command privileges). The security risk for allowing the xp_cmdshell to function can be minimized by creating a Windows domain account with limited access (effectively read only permision) to the directories that are going to be used in the Doc-Trak virtual rules. Once the domain account has been created and added to SQL as a user, access to the xp_cmdshell must be granted to that user AND the user needs to be setup as the proxy account used to execute xp_cmdshell. Access also needs to be denied to xp_cmdshell for the sysadming group (or additonal SQL users that have been given that right). That way, if anyone ever does have the opportunity to execute SQL commands Page 48 Doc-Trak 2014 Installation and Upgrade Instructions

51 containing xp_cmdshell statements (privileged or not), the code would be run as that non-privileged user and access would be limited to only the areas on the network that the non-privileged user has access too. More information on how to set this up can be found in the following KB: To verify if xp_cmdshell is enabled, go to the SQL Server and do the following steps: For MS SQL Server 2005 Start Menu ->All Programs -> Microsoft SQL Server >Configuration Tools -> SLQ Server Surface Area Configuration ->Select Surface Area Configuration for Features->Database Engine locate xp_cmdshell. Enable xp_cmdshell For MS SQL Server 2008 Start Menu ->All Programs ->Microsoft SQL Server > Microsoft SQL Server Management Studio. Right click on Server and click on Facets. Doc-Trak 2014 Installation and Upgrade Instructions Page 49

52 From the View Facets Form, click on the Facet field drop down arrow and select Surface Area Configuration. Set the Facet Property called XPCmdShellEnabled to True. Then click OK. Exit out of Microsoft SQL Server Management Studio. Page 50 Doc-Trak 2014 Installation and Upgrade Instructions

53 If the Doc-Trak Parameter Run Virtual Rules from is set to SQL AND your environment will have Web Clients, the Web Clients will use the IDO Request Service in Internet Information Services (IIS). The following security layers need to be updated in order for the Web Clients to have the proper permissions. The security layers that need to be updated are: Anonymous Authentication Verify the Anonymous user identity is set to Specific User and that the user is the same domain administrator account used for Doc-Trak Polling. Application Pool Need to change the Application Pool for IDORequestService to a custom account. The user name needs to be the Domain Administrator user that also runs Doc-Trak Polling. Doc-Trak 2014 Installation and Upgrade Instructions Page 51

54 To check the Anonymous Authentication for the IIS IDORequestService: On the Web Server, go to Start Menu, click on Administrative Tools, then click on Internet Information Services (IIS) Manager. Page 52 Doc-Trak 2014 Installation and Upgrade Instructions

55 Under Connections, expand the Web Server, expand Sites, expand Default Web Site. Click on IDORequest Service. Then double click on the Authentication icon to open the Authentication form. Right Click on Anonymous Authentication and click Edit. Doc-Trak 2014 Installation and Upgrade Instructions Page 53

56 Verify Specific User is selected and the user is a Domain Admin account and is the same user that runs the Doc-Trak Polling. Then Click OK. Click Set if you need to change Specific user: To check the Application Pool for the IIS IDORequestService: On the Web Server, go to Start Menu, click on Administrative Tools, click on Internet Information Services (IIS) Manager. Page 54 Doc-Trak 2014 Installation and Upgrade Instructions

57 Under Connections, expand the Web Server, expand Sites, expand Default Web Site. Click on IDORequest Service. Then Click on Basic Settings (far right side of the form under Actions). Take note of the Application Pool name. In this case it s (DefaultAppPool). Click cancel to exit this form. Doc-Trak 2014 Installation and Upgrade Instructions Page 55

58 Next, click on Application Pools from the Connections area of Internet Information Services (IIS) Manager and highlight the Application Pool name noted from the previous step. Then click on Advanced Settings. Page 56 Doc-Trak 2014 Installation and Upgrade Instructions

59 On the Advanced Settings form, click on Identity and then click on the [ ] to the right of the NetworkService. This will open the Application Pool Identity form. Doc-Trak 2014 Installation and Upgrade Instructions Page 57

60 Next, click on the Custom account radio button, then click on the Set button. Enter a domain administrator account. This should be the same account that is running Doc-Trak Polling. Then click OK. Notice on the Advanced Settings that the Identity now shows the custom account domain User name. Click OK to exit Advanced Settings. Then close the Internet Information Services (IIS) Manager. This concludes the setup steps when Run Virtual Rules From is set to SQL. Page 58 Doc-Trak 2014 Installation and Upgrade Instructions

61 2. SETUP STEPS WHEN RUN VIRTUAL RULES FROM IS SET TO CLIENT: Doc-Trak 2014 Set to Client works for WinStudio Smart Clients, and in a Software as a Solution (SaaS) environment. Set to Client uses the User s current Windows permissions to search for the Virtual Rule files. No additional requirements or setup are needed when setting this parameter to Client. 3. SETUP STEPS WHEN RUN VIRTUAL RULES FROM IS SET TO WEB SERVICE: Set to Web Service works for WinStudio Smart Clients, Web Clients and in a Software as a Solution (SaaS) environment. Set to Web Service uses permissions from the Internet Information Services (IIS) Manager for the DTFileSystemWebService application and the Anonymous Authentication user. The DTFileSystemWebService application needs to be published in order for clients to have access to Doc-Trak attachments. To Publish the DTFileSystemWebService, go to the Web Server, click on the Start button, All Programs, Infor, DOC-TRAK, Doc-Trak Polling to open the Doc-Trak PDF Polling Form. Doc-Trak 2014 Installation and Upgrade Instructions Page 59

62 On the Doc-Trak PDF Polling Form, click on Setup and then click Publish File System Web Service. On the Publish File System Service Form, enter your Service Logon and Password and click Commit. Page 60 Doc-Trak 2014 Installation and Upgrade Instructions

63 Once the DTFileSystemWebService has been published, a Publish Complete message will be displayed. Click OK. At the Doc-Trak PDF Polling Form, Click on Setup, Publish File System Web Service. Copy the URL from the Publish File System Service Form. Doc-Trak 2014 Installation and Upgrade Instructions Page 61

64 Paste the URL from the Publish File System Service Form into the Doc-Trak Parameters field Virtual Rule Web Service URL. When the Doc-Trak Parameter Run Virtual Rules from is set to Web Service the Clients will use the DTPDFService in order to access Doc-Trak attachments. The following security layers need to be updated on the DTPDFService within Internet Information Services (IIS) Manager. The security layers that need to be updated are: Anonymous Authentication Verify the Anonymous user identity is set to Specific User and that the user is the same domain administrator account used for Doc-Trak Polling. Application Pool Need to change the Application Pool for the DTPDFService to a custom account. The user name needs to be the Domain Administrator user that also runs Doc- Trak Polling. The following pages go through the steps to update these security layers in Internet Information Services (IIS) Manager. Page 62 Doc-Trak 2014 Installation and Upgrade Instructions

65 To check the Anonymous Authentication for the DTPDFService: On the Web Server, go to Start Menu, click on Administrative Tools, then click on Internet Information Services (IIS) Manager. Doc-Trak 2014 Installation and Upgrade Instructions Page 63

66 Under Connections, expand the Web Server, expand Sites, expand Default Web Site. Click on DTPDFService. Then double click on the Authentication icon to open the Authentication form. Right Click on Anonymous Authentication and click Edit. Page 64 Doc-Trak 2014 Installation and Upgrade Instructions

67 Verify Specific User is selected and the user is a Domain Administrator account and is the same user that runs the Doc-Trak Polling. To check the Application Pool for the IIS DTPDFService: On the Web Server, go to Start Menu, click on Administrative Tools, click on Internet Information Services (IIS) Manager. Doc-Trak 2014 Installation and Upgrade Instructions Page 65

68 Under Connections, expand the Web Server, expand Sites, expand Default Web Site. Click on DTPDFService. Then Click on Basic Settings (far right side of the form under Actions). Take note of the Application Pool name. In this case it s (Classic.NET AppPoll) Page 66 Doc-Trak 2014 Installation and Upgrade Instructions

69 Next, click on Application Pools from the Connections area of Internet Information Services (IIS) Manager and highlight the Application Pool name noted from the previous step. Then click on Advanced Settings. Doc-Trak 2014 Installation and Upgrade Instructions Page 67

70 On the Advanced Settings form, click on Identity and then click on the [ ] to the right of the NetworkService. This will open the Application Pool Identity form. Page 68 Doc-Trak 2014 Installation and Upgrade Instructions

71 Next, click on the Custom account radio button then click the Set button. Enter the domain administrator account. This should be the same account that is running Doc-Trak Polling. Then click OK. Notice on the Advanced Settings that the Identity now shows the custom account domain User name. Click OK to exit Advanced Settings. Then close the Internet Information Services (IIS) Manager. This concludes the setup steps when Run Virtual Rules From is set to Web Service. Doc-Trak 2014 Installation and Upgrade Instructions Page 69

72 The next Doc-Trak Parameter after Run Virtual Rules From is: Allow Dynamic Search on Virtuals with this parameter enabled (checked) it allows a pushpin to be displayed on the Doc-Trak icon when a virtual attachment exists. If this parameter is disabled (not checked), virtual attachments do not display the pushpin on the Doc-Trak Icon. Note: this only pertains to Virtual rule attachments. When a Record attachment exists, the pushpin will be displayed no matter if this parameter is enabled or disabled. Note: If a company has a large amount of Virtual Attachments, having this parameter enabled could affect system performance due to Doc-Trak dynamically searching all the Virtual Rules to determine if the pushpin needs to be displayed on the Doc-Trak icon. System Administrators should decide the importance of the visual indicator (pushpin) indicating a virtual attachment exists. Allow Dynamic Search on Indirects with this parameter enabled (checked) it allows a pushpin to be displayed on the Doc-Trak Attachment icon when an indirect attachment exists. If this parameter is disabled (not checked), indirect attachments do not display the pushpin on the Doc- Trak Icon. The two parameters, Allow Dynamic Search on Virtuals and Allow Dynamic Search on Indirects, work in conjunction with the Doc-Trak Attachment On/Off indicator icon seen on any form where Doc-Trak attachments can be made. The Doc-Trak Attachment On/Off indicatior icon is discussed on the following page. Page 70 Doc-Trak 2014 Installation and Upgrade Instructions

73 The Doc-Trak Attachment On/Off Indicator Icon allows a user to turn on/off the Doc-Trak attachment icon indicator (pushpin) for Indirect and Virtual attachments by session. The green check mark means the Doc-Trak Attachment Icon Indicator (pushpin)will be displayed on the Doc-Trak attachment icon for Indirect and Virtual attachments while a user navigates through the Infor CloudSuite records. The Doc-Trak Parameters Allow Dynamic Search Virtual and/or Indirect determines if the On/Off indicator on the Doc-Trak enabled forms will default as a green check mark or a red X. If one or both of the parameters is Enabled, the forms where Doc-Trak attachments can be made will display the. If one or both of these parameters is disabled, the Doc-Trak enabled forms will default with a. If the form defaults with the (as in the example above on the items form), the user can toggle the to a. As the user moves from record to record in the Infor CloudSuite form (such as Item to Item), Doc-Trak will ignore updating the attachment icon with a pushpin for Indirect and Virtual attachments. This can improve system performance when a user navigates through Infor CloudSuite records. Direct record attachments will always display the icon indicator (pushpin) if an attachment exists for the record the user is focused on. Doc-Trak 2014 Installation and Upgrade Instructions Page 71

74 Allow Dynamic Searches Shop-Trak Shop floor with this parameter enabled (checked), Doc- Trak will dynamically search for attachments as you select jobs in the Visual Dispatch. If Doc-Trak attachments exist for the job selected, the Documents button on the visual dispatch will be available (highlighted). If Doc-Trak attachments do not exist for the job selected, the documents button on the Visual Dispatch will be gray (unavailable/not highlighted). With this parameter disabled, the documents button on the Visual Dispatch will always be available (highlighted) whether or not attachments exist and the search for Doc-Trak attachments will occur when the Documents button is selected. This parameter gives Systems Administrators flexibility on when Doc-Trak searches for attachments. The dynamic search could affect system performance for companies who have a large number of released jobs with attachments. Page 72 Doc-Trak 2014 Installation and Upgrade Instructions

75 A. Section Server Enter the name of your server. The server needs to be defined in order to utilize the auto- ing feature in Doc-Trak Forms Output. Note: If Use Infor SyteLine Intranet Settings parameter is enabled, then the Server is defined on the Infor CloudSuite Intranets form under the SMTP settings. Method Enter the method used by your system. method needs to be defined in order to utilize the auto- ing via Doc-Trak Form Output feature. SMTP is sent via Microsoft Exchange. A sent folder does not exist in order to verify an was sent. If a verification of an sent via Doc-Trak Form Output is needed, add a CC (carbon copy) address to the CC field on the Doc-Trak Form Output Setup. Note: If Use Infor SyteLine Intranet Settings parameter is enabled, then the Method is defined on the Infor CloudSuite Intranets form under the SMTP settings. By default, Doc-Trak uses Anonymous Authentication. If you want to use a different Authentication option, see the Use Infor SyteLine Intranet Settings parameter on the next page. Doc-Trak 2014 Installation and Upgrade Instructions Page 73

76 Doc-Trak uses Server Port 25. If you want to use a different Server Port, see the Use Infor SyteLine Intranet Settings parameter on the next page. SMTP is the recommended method. MAPI is sent via Microsoft Outlook from the server where Doc-Trak Polling is running. A sent message will appear in the Sent Folder. Microsoft Outlook needs to be open on the server where Doc- Trak Polling is running when using MAPI as the Method. NOTE: It is recommended to use SMTP and utilize the CC field on the Doc-Trak Forms Output Setup to receive a copy of the sent for confirmation. Use Infor SyteLine Intranet Settings - When this check box is enabled (checked), the Infor SyteLine Intranets SMTP Settings will be used. When this parameter is enabled the Server and Method do not need to be defined on the Doc-Trak Parameters form. Doc-Trak will look at the Infor CloudSuite Intranets form for the SMTP parameters. By using the Infor CloudSuite Intranets SMTP parameters an Administrator can choose the type of Authentication (Anonymous, Basic, NTLM), Server Port, From , Delivery Method, and Pickup Method that is used with Doc-Trak Form Output. See the Infor CloudSuite Online Help for assistance in setting up the Intranets form. Page 74 Doc-Trak 2014 Installation and Upgrade Instructions

77 Doc-Trak 2014 Installation and Upgrade Instructions Page 75

78 B. Fax Section Fax Server Enter the UNC path with the server name and autosend directory where VSIFAX is installed. The fax server needs to be defined in order to utilize the auto-faxing feature in Doc-Trak Forms Output. The autosend directory needs to be shared (full permissions). Fax Login Select the login type to be used. o Default - uses the generic user VSIFAX to fax the report through Doc-Trak Form Output. There is no notification to the user whether the report was successfully faxed. o Infor CloudSuite Username When this parameter is enabled and a report is processed through Doc-Trak Form Output with an output method of Fax, an can be sent to the user notifying them of the success and/or failure of the fax. The username in Infor CloudSuite and the user name in the VSIFAX User Profile need to be the same. The notification is setup in VSIFax and the is triggered from VSIFax. o See the VSIFax manual on setting up the VSIFax User Profile for notifications. C. PDF Polling Section Server Name Enter the server name where the Doc-Trak Polling database resides. Page 76 Doc-Trak 2014 Installation and Upgrade Instructions

79 Database Name Enter the Database name for the Doc-Trak Polling Database. The default name created when Doc-Trak Polling is installed, is Doctrakpolling (No spaces in the database name). Enter this name in this field if the default was not changed during the install. D. PLM Section Note: This section of the Doc-Trak Parameters form pertains to customers who have Infor PLM. If you do not have this add-on software package, these fields do not need to be defined. Server Name Enter the server name where the Infor PLM database resides. Database Name Enter the Database name for the Infor PLM database. Site Enter the name of the Infor PLM Site. Main is the default site for one site. App Server Enter the name of the Application Server if the PLM files reside on a different server than the PLM database. DB Object Owner Username of the owner of the PLM database tables. This gives Doc-Trak the proper permissions to display PLM attachments in Infor CloudSuite. Doc-Trak 2014 Installation and Upgrade Instructions Page 77

80 E. Virtual Rule Web Service URL The virtual rule Web Service URL needs to be defined when the Doc-Trak Parameter called Run Virtual Rules From, is set to Web Service. The URL is generated when publishing the File System Web Service DTPDFService. Refer back to the Run Virtual Rules From parameter discussed earlier in this section for instructions on publishing this service. F. Doc-Trak Mass Scanning Doc-Trak Mass Scanning allows users to scan a stack of documents and have the documents archived to a predefined smart path and filename using a mass scanning rule. The documents will be automatically attached to the appropriate record(s) in Infor CloudSuite and can be designated to bundle with applicable Infor CloudSuite paperwork reports. Page 78 Doc-Trak 2014 Installation and Upgrade Instructions

81 4. Doc-Trak Polling License Request & Entry Doc-Trak 2014 A license is required for the Doc-Trak Polling Database. Doc-Trak Polling Licenses are obtained from If you did not request a license key after downloading Doc-Trak, please click the button below to provide customer information and request license keys. Be prepared to supply both the server and database names, which will be used to generate valid serial numbers. To enter the license, select the Windows Start button on the Web server where Doc-Trak Polling has been installed. Select All Programs > Infor > Doc-Trak Polling > Doc-Trak Polling > (or All Programs > The Lake Companies > Doc-Trak Polling > Doc-Trak Polling if this is an upgrade). This will open the Doc-Trak Polling form. Note: If the following Application Install Security Warning appears, click Install in order to open the Doc-Trak Polling Form. This may occur the first time opening this form. Doc-Trak 2014 Installation and Upgrade Instructions Page 79

82 Section 6 Doc-Trak Form Output Click on Main, License Entry. This will open the Doc-Trak Polling License form. Enter the serial number and license key provided by and click Save. Once the serial number and license key have been saved, the fields are emptied for security reasons. Click the Close button. Page 80 Doc-Trak 2014 Installation and Upgrade Instructions

83 5. Doc-Trak Polling Form Doc-Trak 2014 Doc-Trak Polling runs on the Web Server where Infor Framework TaskMan is running. To open the Doc-Trak Polling Form, go to the Start Menu at the Web Server > ALL programs > Infor > Doc- Trak Polling > Doc-Trak Polling. (or All Programs > The Lake Companies > Doc-Trak > Doc-Trak Polling if this is an upgrade). A. Doc-Trak PDF Polling Form Fields Server Server where the Doc-Trak Polling Database resides. This is defined when Doc- Trak Polling is installed. Database the name of the Doc-Trak Polling Database. This is defined when Doc-trak Polling is installed. Doc-Trak 2014 Installation and Upgrade Instructions Page 81

84 Section 6 Doc-Trak Form Output B. Doc-Trak PDF Polling Setup Menu Options Clicking on Setup and Set Parameters from the Doc-Trak PDF Polling will open the Doc-Trak Polling Parameters. Main Tab Doc-Trak Polling processing parameters Frequency & Frequency Measure Enter in seconds or minutes, the frequency Doc-Trak Polling should run and check for Doc-Trak Output Forms to be processed. Clear Log Every Enter the number of days before the View Errors Queue should be cleared. See Doc-Trak Views Section for details on the View Errors Queue. Suspend This option will temporarily stop all processing of Doc-Trak Form Output documents. Requests will be held in the Doc-Trak Polling Database until the suspend option has been disabled (unchecked) and Saved. Last Polling Once Polling has run, the last polling date and time will be displayed. This field will be updated based on the frequency of the polling. Shutdown When checked, Doc-Trak Polling process will be shutdown. All processing of Doc-Trak Form Output documents will be stopped. Unchecking the Shutdown check box will NOT re-start Doc-Trak Polling. Doc-Trak Polling will need to be restarted according to your system setup. (Scheduled Task or from the Doc-Trak Polling Icon on the Web Server). Save (button) Saves your Doc-Trak Polling Parameter settings. Page 82 Doc-Trak 2014 Installation and Upgrade Instructions

85 Errors Tab - errors encountered by Doc-Trak Polling can be sent to an administrator for review. Server - Enter the server name that will send the errors. Port Enter the port if different than the default of 0. From Enter the address the message will be coming from (example: admin@yourcompany.com) To Enter the address the errors should be sent to. Doc-Trak 2014 Installation and Upgrade Instructions Page 83

86 Section 6 Doc-Trak Form Output Timeouts Tab Enter the time (in seconds) Doc-Trak Polling should attempt to process a request before timing out. Converting To PDF Enter the time (in seconds) Doc-Trak Polling should attempt converting a document to PDF before timing out. Merging PDFs Enter the time (in seconds) Doc-Trak Polling should attempt merging documents before timing out. Printing PDFs Enter the time (in seconds) Doc-Trak Polling should attempt printing a document to a printer before timing out. Page 84 Doc-Trak 2014 Installation and Upgrade Instructions

87 Temporary Path Tab temporary UNC path location when Doc-Trak Polling is setup to run two polling processes (one for polling and one for converting) on two different web servers. Temp Path Location enter the temporary UNC path location to store the converted files when two Doc-Trak Polling processes are setup (one for converting and one for processing) on two different web servers. Both Doc-Trak Polling processes need access to this path location. Doc-Trak 2014 Installation and Upgrade Instructions Page 85

88 Section 6 Doc-Trak Form Output Clicking on Setup and Reset Polling Status When a check mark is displayed next to the Reset Polling Status menu item, Doc-Trak Polling needs to be reset and is currently not running. Click on Reset Polling Status to clear this check mark and reset the polling. Clicking on Setup and Publish File System Web Service will publish the DTFileSystemWeb Service. This service provides access to Doc-Trak attachments on the client workstations when the Doc-Trak Parameter Run Virtual Rules From is set to Web Service. See the Doc-Trak Installation Manual under the Doc-Trak Parameters section, for more information about this service. Clicking on Setup and Start Diagnostics starts Diagnostics in the foreground and logs diagnostic information of Doc-Trak Polling. Diagnostics will log polling activity to a log file called DTPollingDiaglog.txt. This log file will be located on the Web Server in the following directory: Windows\Users\<username>\AppData\Local (Windows 7) Documents & Settings\<username>\Local Settings (Windows XP) Use the Diagnostics with caution. The text file could grow rapidly if there is a lot of activity in Doc-Trak Polling. The intention is to use it for troubleshooting purposes and monitor it while it s running. Page 86 Doc-Trak 2014 Installation and Upgrade Instructions

89 Clicking on Setup and Start Polling Starts a single Doc-Trak Polling in the foreground. A single instance of Doc-Trak Polling will perform the converting of documents to PDF, bundling of documents and the output method (archive, , fax, print, attach) under one polling task. The process is called DOCTRAKPOLLING.EXE*32*32 when viewed in Windows Task Manager on the Web Server. The Doc-Trak parameters need to be defined before starting Doc-Trak Polling. We recommend starting Doc-Trak Polling using a Scheduled Task/Task Schedule. The scheduled task can be set up so the Doc-Trak Polling is started at system start up. To setup Doc-Trak polling as a Scheduled Task or Task Schedule on the Web Server, please refer to the Doc-Trak Installation Manual for instructions on how to do this. Doc-Trak 2014 Installation and Upgrade Instructions Page 87

90 Section 6 Doc-Trak Form Output Multiple Doc-Trak Polling processes can be started in the foreground from the Web Server by copying and pasting the Doc-Trak Polling URL to the desktop (twice). Then update the Properties of the URL on each instance, making one the Convert polling and the other the Process polling. Page 88 Doc-Trak 2014 Installation and Upgrade Instructions

91 C. Doc-Trak PDF Polling Main Menu Options Doc-Trak 2014 The Main menu option on the Doc-Trak PDF Polling displays various queues a System Administrator can use to review activity in the Doc-Trak Polling Database. Error Log Displays the Doc-Trak Polling Error Log. This log displays PDF requests that have errors. Use the Action Menu to Delete records from the Error Log or select the X on the toolbar. Doc-Trak 2014 Installation and Upgrade Instructions Page 89

92 Section 6 Doc-Trak Form Output Polling Queue Displays the Doc-Trak Polling Queue. This Queue displays records in the Doc-Trak Polling database, waiting to be processed. Once the records are processed, they are deleted from this queue. Page 90 Doc-Trak 2014 Installation and Upgrade Instructions

93 View Locks Displays the Doc-Trak Polling Locked Headers form. This form displays records that became locked while they were being processed. Records can become locked during a System outage. These records will need to be re-submitted. Doc-Trak 2014 Installation and Upgrade Instructions Page 91

94 Section 6 Doc-Trak Form Output View Printers Displays the list of printers that Doc-Trak Polling can see and print to. Printers need to be defined on the Infor CloudSuite Printers form in order for Doc-Trak to see them. When defining printers, use the UNC path of the printer if it is a network printer. If the printer is a local printer on the server where Doc-Trak Polling is running then only the printer name is needed. Page 92 Doc-Trak 2014 Installation and Upgrade Instructions

95 D. Viewing the Doc-Trak Polling Queue and Error Log from within Infor CloudSuite. Under the Doc-Trak/Utilities folder under the Infor CloudSuite Master Explorer there are two utilities that allow a user to view the Doc-Trak PDF Polling Queue and the Doc-Trak PDF Error log. The Doc-Trak Polling Queue allows all Infor CloudSuite users to view the contents of the Doc-Trak Polling queue. As reports process this queue is cleared out. This form allows viewing only. The Doc-Trak Polling Error Log allows all Infor CloudSuite users to view any errors that exist in the Doc-Trak Polling queue. This form allows viewing only. Doc-Trak 2014 Installation and Upgrade Instructions Page 93

96 Section 6 Doc-Trak Form Output 6. Overview of Running Two Doc-Trak Polling Processes. Doc-Trak allows for two Doc-Trak polling processes to be run at the same time. One Polling process can be set as the Processing polling which handles bundling of documents and Infor CloudSuite reports and outputting ( , fax, print, archive, attach). A second Polling process can be set as the Converting polling which handles the converting of document attachments to PDF. By allowing two polling processes to run at the same time, report processing, document converting, bundling and output processing can be handled more efficiently. Reports that do not require converting won t be held up by those that do. For Example: When a user submits an Infor CloudSuite report through Doc-Trak Form Output, the Infor CloudSuite report is processed by Taskman and any document attachments to be bundled with the report will be sent to the Doc-Trak Convert Polling and converted to PDF simultaneously while the report is processing in Taskman. Once the report is finished in Taskman and the attachments have been converted, the report and attachments are sent to the Doc-Trak Process Polling for bundling. Once the bundling of the report and attachments is complete, Doc-Trak performs the output method(s) defined (archive, , fax, print, attach). For user requests with attachments that do not require converting, the Infor CloudSuite Report will be processed by Taskman and then both the report and attachments will move directly to the Doc-Trak Process Polling. These requests will skip the Convert polling preventing them from being held up by those requests that require converting. This request will move on to bundling and completes the output method(s) defined. Likewise, user requests submitted through Doc-Trak Form Output without document attachments, will process through Taskman and go directly to the Doc-Trak Process Polling and complete the output method(s) defined. Note: This is an optional feature to improve the efficiency of how reports and attachments are processed. By default, one Doc-Trak Polling can be used to handle the converting and processing in a single process. Note: No change with licensing the Doc-Trak Polling, only one Doc-Trak Polling license is needed when running either one or two Doc-Trak Polling processes. Page 94 Doc-Trak 2014 Installation and Upgrade Instructions

97 Doc-Trak Convert and Process Polling Illustration Doc-Trak 2014 Installation and Upgrade Instructions Page 95

98 Section 6 Doc-Trak Form Output 7. How to setup a Single Doc-Trak Polling Process The steps below explain how to run a single instance of the Doc-Trak Polling process. When one Doc-Trak Polling process is running, this single process is handling both the processing of the reports and converting/bundling of attachments. Doc-Trak Polling runs on the Web Server where Taskman is running. Doc-Trak Polling can be started in the foreground from the Web Server (Start menu > All Programs > Doc-Trak > Doc-Trak Polling). The Doc-Trak PDF Polling form opens. Click on Setup and Start Polling to start a single instance of the Doc-Trak Polling in the foreground. Screen shot below shows how this single instance of the Doc-Trak Polling is handling both the Converting & Processing tasks. We recommend starting Doc-Trak Polling as a scheduled task (see section 8). The scheduled task can be step so the Doc-Trak Polling is started at system start up. The command line for a single instance of the Doc-Trak Polling is setup as follows: Page 96 Doc-Trak 2014 Installation and Upgrade Instructions

99 8. How to setup two instances of Doc-Trak Polling Doc-Trak 2014 The steps below explain how to run two instances of the Doc-Trak Polling process allowing one Doc-Trak Polling process to handle processing of the report and the other Doc-Trak Polling process to handle the converting of documents. Doc-Trak Polling runs on the Web Server where Infor Framework TaskMan is running. Multiple Doc-Trak Polling processes can be started in the foreground from the Web Server. Select the Windows Start Menu > All Programs > Infor > Doc-Trak > Doc-Trak Polling then copy and paste the Doc-Trak Polling URL to the desktop (twice). Update the Properties of the URL on each instance, making one the Convert polling and the other the Process polling. We recommend starting it as a scheduled task (see section 8). The scheduled task can be step so the Doc-Trak Polling is started at system start up. On the following pages are screen shots showing the Process and Convert Polling s running as two separate processes with examples and an explanation of the command line. Doc-Trak 2014 Installation and Upgrade Instructions Page 97

100 Section 6 Doc-Trak Form Output The following page explains the command line parameters for the Doc-Trak Polling URL. The command line for multiple instances of the Doc-Trak Polling (Task Convert & Process): iguration=<configuration name> iguration=<configuration name> Page 98 Doc-Trak 2014 Installation and Upgrade Instructions

101 There are three parameter options for the command line Polling Task Configuration The available values for these parameters: Polling ON Task Convert or Process (if Task is not specified then it does both) Configuration <Configuration Name> The? in the command line tells the browser that the text after the? are the parameters. The & in the command line tells the browser an additional parameter is included. The = in the command line tells the browser the value to the parameter. <Configuration name> is the connection name defined when the Doc-Trak Polling Configuration Manager was run. Doc-Trak 2014 Installation and Upgrade Instructions Page 99

102 Section 6 Doc-Trak Form Output 9. Running Doc-Trak Polling Processing and Doc-Trak Polling Converting on two different Web Servers. The Doc-Trak Process Polling and the Doc-Trak Convert Polling can be setup to run on two different servers. The setup directions from the previous section of this manual need to be performed using the correct server names on the command lines for the each process. Next, open the Doc-Trak Polling form by going to the Web Server where the Process Polling will run the go to the Start Menu > All Programs > Doc-Trak > Doc-Trak Polling. (or Start Menu > All Programs > Doc-Trak > Doc-Trak Polling if this is an upgrade). Page 100 Doc-Trak 2014 Installation and Upgrade Instructions

103 10. Setup Doc-Trak Polling in Task Scheduler/Scheduled Task Doc-Trak Polling can be started automatically through Task Scheduler (Windows Server 2008) or via a Scheduled Task (Windows Server 2003) depending upon which server operating system you are using. The following examples illustrate how to setup Doc-Trak Polling for each different server operating system. A. Windows Server 2008: The user running Doc-Trak Polling should be a domain administrator account. It is recommended to login as the user who will be running the task when setting up the new task. From Windows, go to Adminstrative Tools, then Task Scheduler. Click on Create Task. Enter a name for the task (Start Doc-Trak Polling). Select the Change User or Group button and select the user account to run this task. It should be a domain administrator account. Select the radio button Run whether user is logged on or not. Select Radio button Run with highest privileges. Doc-Trak 2014 Installation and Upgrade Instructions Page 101

104 Section 6 Doc-Trak Form Output Click on the Triggers Tab on the Create a Task window. Click the New button. On the drop down for Begin the Task field, select At Startup. Then Select the Delay task for and set it to 5 minutes. Then select the Activate and the Synchronize across Time Zones checkboxes. Click Ok. Page 102 Doc-Trak 2014 Installation and Upgrade Instructions

105 Click on the Actions tab of the Create Task Window. Click the New button. Browse to C:\Program Files\Internet Explorer\iexplorer.exe and select it. This directory and file should populate the Program/script filed. Doc-Trak 2014 Installation and Upgrade Instructions Page 103

106 Section 6 Doc-Trak Form Output Click on Windows Start, All Programs, Infor, Doc-Trak, Doc-Trak Polling. Then click properties. Copy the URL in the Doc-Trak Polling Properties. Paste the URL into the Add Arguments field on the Action window for the task. Add the appropriate parameters on the command line depending on whether you will run a single Doc- Trak Polling Process or multiple Doc-Trak Polling Processes. See section 6 for the command line option to run a single Doc-Trak Polling process. See section 7 for the command line options to run multiple Doc-Trak Polling processes. Page 104 Doc-Trak 2014 Installation and Upgrade Instructions

107 Click OK for the new Action. Click on the Settings Tab. Click the check box Run task as soon as possible after a scheduled start is missed. Click the checkbox If task fails restart every 1 minute. Uncheck Stop task if it runs longer than:. Click Ok. Confirm the task creation by entering your password. You should see your new Task on the Task Scheduler. Doc-Trak 2014 Installation and Upgrade Instructions Page 105

108 Section 6 Doc-Trak Form Output Start Doc-Trak Polling logged in as the user who is running the task. By going to Windows Start Menu > All Programs > The Lake Companies > Doc-Trak Polling > Doc-Trak Polling. Note: if the Doc-Trak ClickOnce client was updated to the new folder stucture the Doc-Trak Polling will be found under All Programs > Infor > Doc-Trak Polling > Doc-Trak Polling. The following message will appear if Doc-Trak polling was not started previously. This only needs to be done the first time Doc-Trak Polling is started. Once the application install completes, close the Doc-Trak Polling form to shutdown Polling. Then start the polling from the Task Scheduler to get it running in the background. This concludes the setup of the Doc-Trak Polling Task in the Task Scheduler for Windows Server B. Windows Server 2003: The user running Doc-Trak Polling should be a domain administrator account. Page 106 Doc-Trak 2014 Installation and Upgrade Instructions

109 It is recommended to login as the user who will be running the task when setting up the new scheduled task. From Windows, go to Control Panel, then Scheduled Tasks. Double click on Add Scheduled Task Doc-Trak 2014 Installation and Upgrade Instructions Page 107

110 Section 6 Doc-Trak Form Output Use the Scheduled Task Wizard to create a new task. Browse to c:\program Files\Internet Explorer\iexplorer.exe. Enable the radio button When my computer starts. Click Next. Page 108 Doc-Trak 2014 Installation and Upgrade Instructions

111 Enter the name and password the task will run as. Remember, this needs to be a domain administrator account and it is recommended you are currently logged in as that user while setting up this scheduled task. Click the Open advanced properties for this task when I click Finish checkbox. Click Finish. Leave the IEXPLORE window open. Click on Windows Start, All Programs, The Lake Companies, Doc-Trak Polling folder, Doc-Trak Polling. Then click properties. Copy the URL in the Doc-Trak Polling Properties. Note: if the Doc- Trak ClickOnce client was updated to the new folder stucture the Doc-Trak Polling will be found under All Programs > Infor > Doc-Trak Polling > Doc-Trak Polling. IEXPLORE window, go to the Run field, add a space at the end, then copy and paste the Doc-Trak Polling URL into this field. Add the appropriate parameters on the command line depending on whether you will run a single Doc-Trak Polling process or two Doc-Trak Polling Processes. See section 6 for the command line option to run a single Doc-Trak Polling process. See section 7 for the command line options to run multiple Doc-Trak Polling processes. Doc-Trak 2014 Installation and Upgrade Instructions Page 109

112 Section 6 Doc-Trak Form Output Click on the Schedule Tab from the IEXPLORE window. The Schedule Task should be set to At System Startup. Click on the Settings Tab. Under Scheduled Task Complete, uncheck the checkbox Stop the task if it runs for. Set Account Information by entering the password for the account running this scheduled Task. Click OK. Page 110 Doc-Trak 2014 Installation and Upgrade Instructions

113 On the Scheduled Tasks window, right click on the iexplore task and rename it Start Doc-Trak Polling. Doc-Trak 2014 Installation and Upgrade Instructions Page 111

114 Section 6 Doc-Trak Form Output Right click on the Start Doc-Trak Polling task and click Run. The following message will appear if Doc-Trak polling was not started previously. This only needs to be done the first time Doc-Trak Polling is started. Once the application install completes, close the Doc-Trak Polling form to shutdown Polling. Log in as a different account than the user account that runs this scheduled task. Then start the polling from schedule tasks to start Doc-Trak Polling in the background. This concludes the setup of the Doc-Trak Polling as a Scheduled Tasks for Windows Server Page 112 Doc-Trak 2014 Installation and Upgrade Instructions

115 11. Doc-Trak Scanning Prerequisite The Doc-Trak Scanning Prerequisite needs to be installed on all WinStudio Smart Client, and Web Client workstations that will use the Doc-Trak scanning feature. The Doc-Trak Scanning Prerequisite will install the DTScanningio.exe and DTScanning.exe.config files. These files handle scan and scan preview commands that need to run outside of Infor CloudSuite in order to locate scanners on the network. The Doc-Trak Scanning Prerequisite is installed after the main Doc-Trak installation has been done. (Doc-Trak install for the Database, Web Server and Client, Doc-Trak Polling, the PDF- XChange). From the Web server, go to the Windows Start Menu, click on All Programs, Infor, Doc-Trak, Doc- Trak Scanning Prerequisite. Doc-Trak 2014 Installation and Upgrade Instructions Page 113

116 Section 6 Doc-Trak Form Output Note: If the following Application Install Security Warning appears, click Install in order to install the Doc-Trak Scanning Prerequisite. This may occur the first time opening this form. After the Doc-Trak Scanning Prerequisite finishes processing a Registration Complete message will be displayed. Page 114 Doc-Trak 2014 Installation and Upgrade Instructions

117 Copy the URL listed on the Doc-Trak Scanning Prerequisite Properties. Run this URL on all WinStudio Smart Client, and Web Client workstations that need to use the Doc-Trak Scanning feature. After the Doc-Trak Scanning Prerequisite finishes processing on a client workstation, a Registration Complete message will be displayed. Note: If a user tries to click on the Doc-Trak Scanning Icon from an Infor CloudSuite form and the Doc-Trak Scanning Prerequisite has not been installed on the client workstation, an error message will be displayed stating Your workstation is not configured for Doc-Trak Scanning. See your Administrator. Doc-Trak 2014 Installation and Upgrade Instructions Page 115

118 Section 6 Doc-Trak Form Output 12. Report Options Task Names (LCDTPDF<Reportname>) Why does Doc-Trak install/create an LCDTPDF<report name> Taskname record for each user and report that can run through Doc-Trak? Why can t Doc-Trak create a default entry for ALL users? Can these Report Options be deleted? There are requirements to have Doc-Trak work with any of the reports that use Doc-Trak Forms Output Profile. One of the requirements is that the report generated from Infor Taskman must create a PDF file. This is a requirement because the processing to print, , fax, archive and attach back happens in Doc-Trak Polling and this process requires a PDF file. Since Doc-Trak is an add-on product we cannot assume or change any of the default settings. We also cannot assume which users will be working with these reports. Thus, after interpreting the GetTaskOptionsSp we needed the most generic solution when installing Doc-Trak to get our required output for these reports. GetTaskOptionsSp is the stored procedure ran when deciding which Report Option is relevant when printing a report. In this stored procedure the hierarchy in which reports options are selected is: 1. UserName = Requesting User, ReportTaskName = Task Name 2. UserName = Requesting User, ReportTaskName = <BLANK> 3. UserName = <BLANK>, ReportTaskName = Task Name 4. UserName = <BLANK>, ReportTaskName = <BLANK> To create a default Report Option for all users; [UserName = <BLANK> and Report Task Name = TaskName] could cause Doc-Trak Polling to error if the user creates a Report Option for [UserName = RequestingUser and Report TaskName = <BLANK>] and doesn t select Acrobat Format. In other words, if a PDF file isn t created and Doc-Trak Polling receives this request Doc- Trak Polling will not be able to execute the request and will generate an entry into the Doc-Trak Polling Error Log. One option that you have if you have Infor SyteLine and higher is to create a Row Authorization against the ReportOptions IDO. Row Authorizations will allow the administrator to control which Infor CloudSuite users have permission to see which records in a table / IDO. We have named the Task Names of these reports to all start with LCDTPDF. Below is an example of a Row Authorization. Page 116 Doc-Trak 2014 Installation and Upgrade Instructions

119 Row Authorization Example: Doc-Trak 2014 Installation and Upgrade Instructions Page 117

120 Section 6 Doc-Trak Form Output 13. Web Client Web Clients need Java Runtime Environment (version 6.0) in order to do the following functions in Doc-Trak: Doc-Trak Linked form Utilize the Browse, Open, Explore, & Bundle Buttons Doc-Trak Document Saving Rules in order to Scan and Drag/Drop files to the network or SharePoint database. Doc-Trak Form Output in order to archive documents to the network or to a SharePoint database. In order to use the Copy to Clipboard buttons on the following Forms: o Doc-Trak Document Saving Rules o Doc-Trak Form Output Profile o Doc-Trak Virtual Rules Page 118 Doc-Trak 2014 Installation and Upgrade Instructions

121 14. Multiple SQL Server instances for multiple databases may require servers to be linked for Doc-Trak Polling: When running multiple SQL Server instances for multiple databases on the same server and Doc- Trak Polling is needed for both instances, the servers will need to be linked. This can be done using the Microsoft OLE DB Provider for SQL Server: Create a linked server using the following command; This example creates a linked server named SEATTLESales by using the Microsoft OLE DB Provider for SQL Server: Use master GO EXEC sp_addlinkedserver SEATTLESales, N SQL Server Then open the Doc-Trak Parameters Form in Infor CloudSuite and add in ONE of the instances in the Server Name field as ServerName\InstanceName. The Database name will be DocTrakPolling. By doing these steps, each Application Database will be linked to share the Doc-Trak Polling database. Doc-Trak 2014 Installation and Upgrade Instructions Page 119

122 Section 6 Doc-Trak Form Output 15. Post Installation Checklist After all the components of Doc-Trak have been installed, perform these quick checks to make sure everything is in place. A. On the Web Server where the Doc-Trak Polling runs, go into the Windows Start Menu, Settings, Printers and Faxes and verify the PDF-XChange 4.0 Printer exists. Rightclick on the printer and go to the security tab and make sure the administrator has full permissions. B. Open Infor CloudSuite and go into the Master Explorer. Verify the Doc-Trak Folder and subfolders exist. If they don t, re-run the Doc-Trak Installation. C. Add TLC_ Infor SyteLineDocTrak module to a User account for accessing Doc-Trak forms. Open a new Infor CloudSuite session logged in as this user and try opening some of the Doc-Trak forms. D. Open a few forms that should have Doc-Trak attachment capabilities. Such as Customers form, Customer Order form, Vendor form, Purchase Order form, Job order form, and verify the Doc-Trak icon is present on the tool bar of the forms. See Troubleshooting tip, Item D below. At the Web Server where Doc-Trak Polling will run, go to the Windows Start Menu > All Programs > The Lake Companies and verify Doc-Trak Polling is in the Program list. If it is not in the list, re-run the Doc-Trak Polling installation. Note: if the Doc-Trak ClickOnce client was updated to the new folder structure the Doc-Trak Polling will be found under All Programs > Infor > Doc-Trak Polling > Doc-Trak Polling. E. Test the Doc-Trak Polling Process by starting it. To do this, at the Web Server where Doc-Trak Polling will run, go to the Window Start Menu > All Programs > The Lake Companies > Doc-Trak Polling. On the Doc-Trak Polling form, click Setup, Start Polling. Verify the words Currently Polling appears on the Doc-Trak Polling Form in red letters at the center of the form. Check that the last polling date has updated by clicking on Setup again, click set parameters and verify the Last Polling Date field has updated with the current date and a recent time. If the Currently Polling message disappears quickly when attempting to start the polling, the Doc-Trak Polling license may not have been entered. Refer to the Doc-Trak Polling License Request & Entry section of this manual. F. Adobe Acrobat version 10.0 or greater is recommended on the Web Server. G. Doc-Trak uses the associated software for document attachments to open, print and bundle. The associated software needs to be installed on the Web Server. H. The Doc-Trak Installation installs report options for the Infor CloudSuite reports that can be processed through Doc-Trak Form Output. The Doc-Trak report option task names begin with LCDTPD<reportname>. These task names exist for every user and will be automatically added in Report Options when users are added. The output method for these task names are Acrobat Format and need to remain that way. Below is a screen shot of Report Options and the Doc-Trak task names. Page 120 Doc-Trak 2014 Installation and Upgrade Instructions

123 Screen shot showing Doc-Trak Task Names in the Report Options form. These task names are required when running reports through Doc-Trak Form Output and need to be set to Acrobat format as the Output format. Doc-Trak 2014 Installation and Upgrade Instructions Page 121

124 Section 6 Doc-Trak Form Output 16. Troubleshooting Tips A. Symptom Virtual Rules are not working. I cannot see my virtual rule attachments when I click on the Doc-Trak Icon. Review the setup instructions in the Doc-Trak Parameters section of this manual for the parameter called Run Virtual Rules From. Make sure you are using a UNC path on the rule rather than a drive mapping. Not all users have the same drive mappings which can prevent a user from having the ability to view a document from a virtual rule Verify the path to the virtual rule document has the proper permissions for all users. Try to copy and paste the virtual rule path into the Run command and verify Windows Explorer opens to the location of the file. Make sure to use a UNC path. Example: Virtual Rule - \\servername\doc-trak \Item Docs\<item>.* Copy the Highlighted area into the run command and verify Windows Explorer opens to the location of the file. If the rule is still not displaying the document, update the rule and replace the variable name (in this example <item>) with the actual filename (fa doc). Copy and paste the entire path and filename into the run command. The file should open. Example: Virtual Rule - \\servername\doc-trak\item Docs\<item>.* Replace the rule with the actual filename and copy and paste the path and filename into the run command. Update the Virtual Rule - \\servername\doc-trak\item Docs\fa doc The file should open in its associated software application. Page 122 Doc-Trak 2014 Installation and Upgrade Instructions

125 B. Symptom I am receiving a Visual Studio error unhandled exception error in PDFSaver4.exe, access violation. On the Web Server where the PDF-XChange Printer is installed, go to Control Panel, printer, right click on the PDF-XChange Printer, click on Security Tab and verify the administrator of the PDF-XChange Printer has full permissions. C. Symptom Doc-Trak Polling does not stay running. If the Doc-Trak Polling Database is running on a SQL Server 2005 Express, there is a database setting called Auto Close in the Database Properties. Make sure Auto Close is set to False. The Doc-Trak Polling form disappears (closes) after starting the polling, and the polling never starts. Make sure you requested and entered your Doc-Trak Polling license. Refer to the Doc-Trak Polling License Request & Entry Section of this manual for requesting and entering the license. If Doc-Trak Polling is running in the foreground from a remote desktop session and the remote desktop session is logged off or disconnected the Doc-Trak Polling will go down when the session is logged out or disconnected. Also, if Doc-Trak Polling is running in the foreground from a remote desktop session there are system settings that can end a remote desktop session after a certain amount of idle time and this will take the Doc-Trak Polling down as well. We recommend running Doc- Trak Polling in the background using Scheduled Task/Task Scheduler. Doc-Trak 2014 Installation and Upgrade Instructions Page 123

126 Section 6 Doc-Trak Form Output D. Symptom The Doc-Trak Icon is not appearing on the Infor CloudSuite forms If the Doc-Trak Icon is not appearing on the Infor CloudSuite forms so attachments can be made, the form may need to be refreshed using the Form Refresh Utility. This utility is located under the Infor CloudSuite Master Explorer > ALL Forms > Doc-Trak > Utilities. You must be logged into Infor CloudSuite as SA in order to run this utility. 1. Form DB = Your Forms database name 2. Product = Doc-Trak 3. Form Name = Leave blank to refresh all forms. 4. Click Refresh 5. Click Commit Page 124 Doc-Trak 2014 Installation and Upgrade Instructions

127 Once Refresh is selected the Grid below the fields is populated with the forms that will be refreshed. After Commit is selected, a Completed message will display when the Refresh Utility is finished processing. E. Symptom When clicking on the Doc-Trak scanning Icon from an Infor CloudSuite form, a message appears saying Your Workstation is not configured for Doc-Trak Scanning. See your Administrator. This message indicates the Doc-Trak Scanning Prerequisite has not been installed on the Client workstation. The Doc-Trak Scanning Prerequisite must be installed on the Client workstation in order for the client to scan Documents using the Doc-Trak scanning feature. See page 42 of this manual on how to install the Doc-Trak Scanning Prerequisite on a client workstation. Doc-Trak 2014 Installation and Upgrade Instructions Page 125

128 Section 6 Doc-Trak Form Output F. Symptom Running multiple SQL Server instances for multiple databases on the same server and need Doc-Trak Polling working for all databases. Only 1 instance of the Doc-Trak polling can be running on one server. In order to accommodate multiple SQL Server instances for multiple databases on one server is by linking them. Use the command below to link the Servers/SQL instances: o Create a linked server using OLE DB for SQL Server The example below creates a linked server named SEATTLESales that uses the Microsoft OLE DB Provider for SLQ Server: USE master GO EXEC sp_addlinkedserver SEATTLESales, N SQL Server o Then open the Doc-Trak Parameters Form in Infor CloudSuite and add in ONE of the instances in the Server Name field as ServerName\InstanceName. The Database name will be DocTrakPolling. G. Symptom Doc-Trak bundling or archiving does not appear to be functioning no files are being deposited into the archive directory, s do not have attachments, etc This can be caused by multiple setup or installation issues. One of the most common is that the user executing the Doc-Trak Polling program does not have sufficient permissions to access the directory to either place the pdf file in the archive area or access the Infor CloudSuite report\outputfiles area. The user executing the application must be a domain administrator account (or user with equivalent permissions). This will give unrestricted access to the shares and file systems on the domain. To verify there is permission, log onto the server running the Doc-Trak polling application as the user that runs it. Navigate to an archive directory by opening Windows Explorer and enter in the UNC path (not the drive:\directory combination) that has been entered into the Doc-Trak document profiles archive fields. Test by creating and removing files and/or directories. You should not receive permission or access denied errors. If you do, then adjust share permission and security permissions on those directories that have problems to grant access. If permissions seem to be setup properly, verify the report is completing in the Infor Background Task History. The LCDTPDF<reportname> task and the LC_DTPDF_Submit tasks must finish in the Background Task History before Doc-Trak Polling begins processing the requests. If the above tasks have completed successfully in the Infor Background Task History the next step is to check the Doc-Trak Polling and make sure the polling is processing. The last Page 126 Doc-Trak 2014 Installation and Upgrade Instructions

129 polling date and time should be current on the Doc-Trak Polling parameters and there should be a DOCTRAKPOLLING.EXE*32 process running on the Web server when viewing the Windows Task Manager. If Doc-Trak Polling has been setup to run a Processing Polling and a Converting Polling there will be two DOCTRAKPOLLING.EXE*32 processes running. If the Doc-Trak Polling form is open there would be another DOCTRAKPOLLING.EXE*32 process running. Doc-Trak 2014 Installation and Upgrade Instructions Page 127

130 Section 6 Doc-Trak Form Output If Doc-Trak Polling seems to be running check the Doc-Trak Polling Error Log and resolve any errors that may be occurring. If there aren t any errors in the Doc-Trak Polling Error Log, check the Doc-Trak Polling Requests utility. See the following page. Page 128 Doc-Trak 2014 Installation and Upgrade Instructions

131 The Doc-Trak Polling Requests is a utility to aid administrators in monitoring and clearing out the Doc-Trak Polling queue. This utility indicates to an Administrator where the request is in the point of processing by highlighting the request in blue. Doc-Trak Polling will log any errors in the error log. The Administrator can review the error log to determine why requests have failed. This utility will assist administrators in determining if setup or background tasks have failed and allow them to reset the task for processing through Doc-Trak Polling. Administrators will also have the ability to delete requests from within the Doc-Trak Polling Requests utility which will automatically clean up all the necessary tables in the Doc-Trak Polling Database. See section 9.7 of the Doc-Trak Product Manual for detailed information about this utility. To request the Doc-Trak Product Manual send your request to Orders@lakeco.com. Include your Doc-Trak Version in your request so the correct version of the manual can be sent. Doc-Trak 2014 Installation and Upgrade Instructions Page 129

132 Section 6 Doc-Trak Form Output H. Symptom Job Never Started Printing error displays in the Doc-Trak Polling error queue. Verify the LCDTPDF<report name> task name exists in the Report Options form for the Report being processed through Doc-Trak Form Output. The LCDTPDF<report name> task names are created in Report Option when Doc-Trak is installed and as users are added to Infor CloudSuite. Verify the LCDTPDF<report name> task name in the Report Options form has an output method of Acrobat format. These task names should never be deleted from Report Options and the Output Method should remain as Acrobat Format. Check the Doc-Trak Polling process in Task Manager on the Utility/Web Server. Verify there is only one DOCTRAKPOLLING.EXE*32*32 process running. Note: if you have the Doc-Trak Polling Form open, there will be a DOCTRAKPOLLING.EXE*32*32 process for the opened form. Make sure this form is closed when checking for this process. Also verify there aren t any PDFSaver4.exe processes hung in Task Manager. PDFSaver4.exe processes come and go as reports process. They should never remain running in Task Manager. If a hard copy of the report is being printed to a printer, verify the printer is functioning properly. Verify it is online. Verify it isn t paused. Verify the printer has paper. Verify Doc-Trak Polling can see the printer by opening the Doc-Trak Polling form, click on Main, and then click on View Printers. If the printer has a logging option enabled this can cause a delay in getting the report to the printer and they can cause the Job Never Started Printing error. Check the Printer name and share name. They should be the same. You can do this by right clicking on the printer and go to properties then click on the sharing tab and review the share name. Page 130 Doc-Trak 2014 Installation and Upgrade Instructions

133 I. Symptom PDF Conversion to PDF Failure error displays in the Doc-Trak Error Queue. Verify there is only one DOCTRAKPOLLING.EXE*32*32 process running in Task Manager on the Utility/Web Server where Doc-Trak Polling is running. Note: if you have the Doc-Trak Polling Form open, there will be a DOCTRAKPOLLING.EXE*32*32 process for the opened form. Make sure this form is closed when checking for this process. Verify there aren t any PDFSaver4.exe processes hung in Task Manager. PDFSaver4.exe processes come and go as reports process. They should never remain running in Task Manager. Verify the associated software for any attachment types has been installed on the Utility/Web Server where Doc-Trak Polling is running. When Doc-Trak converts the file to PDF, the file is opened and printed by Doc-Trak using its associated software. Verify Adobe is also installed on the Utility/Web Server where Doc-Trak Polling is running. Doc-Trak does not support bundling of drawing files. The application that is used to open the files has to be able to able to support our bundling application. To our knowledge there are no applications that support our bundling application for drawing files. This is not an issue with our bundling process; it is an issue with the drawing applications that open the files, such as AutoCad, Volo View, Solid Works, FasView, etc and generates the error message PDF Conversion to PDF Failure. To test if your viewer will convert your drawing file to PDF: Open the Printers folder on the Utility/Web Server. Open a folder containing a drawing file. Drag and drop the drawing file over the PDF-XChange Printer. If your viewer allows a Save As window to display when a drawing file is dragged onto the PDF- XChange printer, your drawing files will likely bundle properly with Doc-Trak. If a PRINT window is displayed when a drawing file is dragged onto the PDF-XChange printer, your drawing files will NOT bundle with Doc-Trak. Recommendations: The Lake Companies suggests saving a copy of the Drawing files as a PDF to use for bundling. There is purchasable software to do a mass conversion of these files to PDF format. J. Symptom Error 2052 Inputted PDF File Doesn t Exist. The Doc-Trak Installation installs report options for the Infor CloudSuite reports that can be processed through Doc-Trak Form Output. The Doc-Trak report option task names begin with LCDTPD<reportname>. These task names exist for every user and will be automatically added in Report Options when users are added. The output method for these task names are Acrobat Format and need to remain that way. Below is a screen shot of Report Options and the Doc-Trak task names. Doc-Trak 2014 Installation and Upgrade Instructions Page 131

134 Section 6 Doc-Trak Form Output The Screen shot (below) shows an example of Doc-Trak Task Names in the Report Options form. These task names are required when running reports through Doc- Trak Form Output and need to be set to Acrobat format as the Output format. K. Symptom Modified Infor CloudSuite report is not executed when the report is processed through Doc-Trak Form Output. If your Infor CloudSuite report is modified and you run the report through Doc-Trak Form Output, you will need to update the executable name on the Background Task Definitions for the Infor CloudSuite report task name and the Doc-Trak report task name. The Infor CloudSuite task name and Doc-Trak task name must use the same executable when the report is processed through Doc-Trak Form Output. Page 132 Doc-Trak 2014 Installation and Upgrade Instructions

135 See examples below: Background Task Definition for a Standard Infor CloudSuite Order Verification Report (no modifications). Background Task Definition for a standard Doc-Trak Task Name for the Order Verification Report: The following page displays example screen shots of a modified report. Doc-Trak 2014 Installation and Upgrade Instructions Page 133

136 Section 6 Doc-Trak Form Output Background Task Definition for a modified Infor CloudSuite Order Verification Report. Notice the Executable Name is the modified report. The Background Task Definition for the related Doc-Trak task name also needs to be updated. Notice the Executable Name is the modified report. The Infor CloudSuite task name and Doc-Trak task name must use the same executable when the report is processed through Doc-Trak Form Output. Page 134 Doc-Trak 2014 Installation and Upgrade Instructions

137 L. Symptom Errors when attempting to save documents to SharePoint. Doc-Trak 2014 Installation and Upgrade Instructions Page 135

138 Section 6 Doc-Trak Form Output M. Symptom Issues opening Doc-Trak Mass Scanning Doc-Trak Mass Scanning can be opened from within Infor CloudSuite or as a ClickOnce client outside of Infor CloudSuite. Page 136 Doc-Trak 2014 Installation and Upgrade Instructions

139 If a user will be opening Doc-Trak Mass Scanning from within Infor CloudSuite, the Doc-Trak Mass Scanning URL needs to added to the Doc-Trak Parameters form. The URL can be obtained by going to the Start Menu > All Programs > Infor > Doc-Trak. Then hover over Doc-Trak Mass Scanning and the URL will display. Copy the URL and enter it into the Mass Scanning URL field on the Doc-Trak Parameters form. If the URL is not defined and the User attempts to open Doc-Trak Mass Scanning from within Infor CloudSuite the error (see below) will be displayed to the User. Doc-Trak 2014 Installation and Upgrade Instructions Page 137