NBC-IG Installation Guide. Version 7.2

Transcription

1 Installation Guide Version

2 Nuance Business Connect 7.2 Installation Guide Document Revision History Revision Date August 8, 2017 Revision List Updated supported SQL Server versions June 14, 2017 Updated to version 7.2 December 1, 2016 Updated to version 7.1 August 4, 2016 Initial Release of version Nuance Communications. All rights reserved. All rights to this document, domestic and international, are reserved by Nuance Communications. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written permission of Nuance. Trademarks Business Connect, AutoStore, ecopy ShareScan and Output Manager are trademarks or registered trademarks of Nuance Communications, Inc. All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such. Symbols Used In This Guide The following symbols are used in the margins of this guide: Note Caution Warning The accompanying text provides cross-reference links, tips, or general information that can add to your understanding of the topic. The accompanying text provides key information about a step or action that might produce unexpected results if not followed precisely. Read the accompanying text carefully. This text can help you avoid making errors that might negatively affect program behavior. 2

3 Contents Overview System Requirements Hardware Software Software Prerequisites Configuring IIS Register ASP.NET with IIS Enable a 32-Bit Application Pool Installing Business Connect Configuring Business Connect Database Configuration Configure a Database on a SQL Server Database Configure an Embedded SQL Server Compact Database Workflow Engine Configuration Web Server Configuration Support Service Configuration Connect Web Server to Support Service on Local Machine Connect Web Server to Remote Support Service on Different Machine Support Service Configuration in Standalone Mode Connect Web Server to Standalone Support Service Securities Configuration Print Server Configuration Launching Admin Tools Configuring Web Capture for Business Connect Server Configure Web Capture Communication Port in AutoStore Configure Web Capture to Authenticate Business Connect Users Configure Web Capture to Support My Files Configuring SSL for Business Connect Configure SSL for the Business Connect Client Add Site Bindings in IIS Configure SSL in Business Connect Server Configuration Manager Specify the Server Address on the Business Connect Client Configuring SSL for Web Capture Configure the Business Connect Server

4 Add the Certificate to the AutoStore Server Configure SSL for Web Capture in AutoStore Configuring SSL for Output Manager On the Output Manager Server On the Business Connect Server Configuring SSL for Support Service Configuring SSL for Support Service in Stand-Alone Mode Licensing Business Connect for AutoStore Licensing Business Connect for ShareScan Upgrading Business Connect

5 Nuance Business Connect 7.2 Installation Guide Overview This document provides instructions for installing the Nuance Business Connect Server. The document is designed for use by the System Administrator for Business Connect Server and Nuance AutoStore or ecopy ShareScan. The Business Connect Server installer is downloaded from the Internet and run locally. The installation program guides you through the steps for installing Business Connect Server. Refer to your AutoStore or ecopy ShareScan documentation for detailed configuration setup. The information in this document applies to the following servers: Nuance Business Connect 7.2 Nuance AutoStore 7.0 SP2 Nuance ecopy ShareScan 6.0 Nuance Output Manager 4.0 SP1 or later The Business Connect solution consists of the following software: Business Connect Server Support Service Business Connect application for ios/android devices Web Capture or later Client Platforms: Android: Jelly Bean 4.1 or later (recommended). Optional versions: Ice Cream Sandwich 4.0.x, KitKat 4.0, Lollipop , Marshmallow 6.0. ios: 8.0 or later (recommended). Minimum supported

6 System Requirements Hardware Windows operating system (OS) running on a computer with at least a 2 GHz processor Minimum 2 GB of RAM is necessary (4 GB or greater is recommended) Minimum of 20 GB of hard disk space NIC Card Software Supported Software and Windows operating systems: Nuance AutoStore 7.0 SP2 Output Manager 4.0 SP1 or later Nuance ecopy ShareScan 6.0 Windows Server 2008 (x86, x64) Standard /Enterprise with the latest service pack Windows Server 2008 R2 SP1 (x64) Enterprise Ensure that the Windows Server 2008 has Microsoft Visual C SP1 (VC80) Redistributable Package or later, which can be downloaded from the Microsoft web site. Versions of mscrt80.dll earlier than will not work with the Business Connect Server database. Windows Server 2008 R2 SP1 does not require any update as it already has the later version of mscrt80.dll. Windows 7 Professional/Enterprise/Ultimate (x86, x64) (Windows 7 is not recommended for environments with more than 100 users) Windows 8 Professional/Enterprise (x86, x64) Windows 8.1 Professional/Enterprise (x86, x64) Windows 10 (x86, x64) Microsoft SQL Server 2008 (x86, x64) /2008 R2 (x64) Microsoft SQL Server 2012 (x64) Microsoft SQL Server 2014 (x64) Microsoft.NET Framework Windows Server 2008 (with IIS 7.0 and.net 4.5) Windows Server 2008 R2 (with IIS 7.5 and.net 4.5) Windows Server 2012/2012 R2 (with IIS 8.0 and.net 4.5) Windows Server 2016 (with IIS 10.0 and.net 4.6) Remaining prerequisites are installed during the installation process. 6

7 Software Prerequisites The AutoStore Server, ecopy ShareScan Server and Microsoft SQL Server should be installed and configured prior to installing Business Connect. Refer to your AutoStore or ecopy ShareScan documentation for installation instructions. The authentication mode for Microsoft SQL Server must be configured to use Mixed Mode Authentication or SQL Server Authentication. Contact your system administrator for assistance. Configuring IIS IIS must be installed and configured with the required Roles and Features to run the Business Connect server. After installing IIS, the ASP.NET application needs to be registered with IIS. Windows Server 2008/2008 R2: 7

8 Windows Server 2012/2012 R2: Windows Server 2016: NOTE: If any listed prerequisite is missing, the installation stops with an error message describing the issue. 8

9 Register ASP.NET with IIS The ASP.NET application is not registered with IIS by default. After installing IIS on the server, the ASP.NET application needs to be registered with the applicable IIS version. For IIS 7.0 and IIS 7.5 To register ASP.NET 4.0 with IIS 7.0 for Server 2008 and IIS7.5 for Server R2, do the following: 1 Locate the ASP.NET IIS registration file (aspnet_regiis.exe) on the system where the.net framework is installed. 32-bit system (C:\Windows\Microsoft.NET\Framework\v \) 64-bit system (C:\Windows\Microsoft.NET\Framework64\v \) 2 Start the command prompt and Run as Administrator. 3 Enter the following two commands in order to access the directory with the aspnet_regiis.exe, and to register ASP.NET with IIS: CD C:\Windows\Microsoft.NET\Framework64\v \ aspnet_regiis -i Once ASP.NET is installed and registered, it is now added to the IIS Application Pool. For IIS 8.0 and IIS 10.0 To register ASP.NET 4.5 with IIS 8.0 for Server 2012/2012 R2 and ASP.NET 4.6 with IIS 10.0 for Server 2016, do the following: 1 Select Start > Control Panel > Programs and Features. 2 Click the Turn Windows features on or off link. 3 Go to Internet Information Services > Application Development Features. 4 Select the ASP.NET 4.5 (with IIS 8.0) or ASP.NET 4.6 (with IIS 10.0) checkbox, and click OK. 9

10 Enable a 32-Bit Application Pool After registering ASP.NET with IIS, 32-bit application pools need to be enabled to run on 64-bit systems. To enable a 32-bit application pools, do the following: 1 Select Start > All Programs > Administrative Tools > Internet Information Server (IIS) Manager. 2 Click Application Pools in the left navigation pane to open the Application Pools screen. 3 Right-click ASP.NET v4.0 and select Advanced settings from the menu. 4 In the Advanced settings window, set Enable 32-Bit Applications to True, and click OK. 5 Close the IIS Manager. 10

11 Installing Business Connect The Business Connect Server must be installed on a computer with access to the AutoStore or ecopy ShareScan server. Although Business Connect can be on a separate server from AutoStore or ecopy ShareScan, it is recommended that they be installed on the same server. Once the Business Connect Server is installed, you must run the Business Connect Server Configuration Manager to set up the Web Server and various other settings required for the installation. You must also run AutoStore Process Designer to configure the Web Capture endpoint and Business Connect Server licenses. To install Business Connect Server, do the following: 1 Download the Business Connect Server installer from Software Updates in AutoStore. 2 Run BusinessConnect_7.2.0.xxx.exe as administrator. 3 On the License Agreement screen, review and accept the license agreement and then, click Install to continue. 4 On the Welcome screen, click Next to begin the installation process. 5 The default installation location is shown on the Destination Folder screen. To specify a different path, click Change and specify the different location. Click Next to continue. 6 On the Choose Setup Type screen, select Complete (recommended) to install all components (Web Server and Support Service) on the same machine. The Ready to Install Business Connect screen opens. Or Select Custom to install the Web Server and Support Service on different host machines. The Custom Setup screen opens. 11

12 7 If installing the Custom option, click the drop-down menu next to a component and select either Entire feature will be installed on local drive or Entire feature will not be available to specify whether a component will be installed. To change the location where Web Server is installed, click the Change button. You can click the Space button to view available and required space on local drives. After you finish configuring the custom install, click Next to continue. 8 On the Ready to Install the Program screen, click Install to start the installation process. 9 When installing the Web Server files, the Business Connect Server Configuration Manager is also installed. This utility that allows you to set up the Web Server and other required settings after installing the Web Server. On the Completed the Business Connect Setup Wizard screen, select the Launch Business Connect Configuration Manager after setup finished checkbox if you want to launch the Configuration Manager when installation is complete. 10 Click Finish to complete the installation. 11 Close the Business Connect installation wizard. Configuring Business Connect Once the Business Connect Server is installed, the following components need to be configured in the Business Connect Server Configuration Manager: Database (SQL Server or SQL Server Compact) Workflow Engine - AutoStore Server or ecopy ShareScan Server Web Server Support Services Securities Printing - Output Manager Print Server 12

13 Database Configuration Business Connect uses on a Microsoft SQL Server database to manage transactions. Users in an enterprise environment often require the functionality of a separate SQL Server database server. Microsoft also offers a SQL Server Compact database that is embedded in the Business Connect Server. Configure a Database on a SQL Server Database To create a database on a separate SQL Server database server, do the following: 1 Go to Start > All Programs > Nuance> Business Connect > Business Connect Configuration Manager. 2 In Business Connect Server Configuration Manager, click the Database tab. 3 Clear the Use built-in database file checkbox. 4 Enter the SQL Server instance in the Server name box. A named instance of SQL Server is normally identified by hostname\instancename (for example: CORPSRV\SQLSRV). The default instance of SQL Server is referred to by the hostname for the server. 5 Enter the Username and Password used to connect to the Business Connect Server database. To use a Windows domain user name and password, select the Windows Authentication User checkbox. NOTE: If a SQL Server user name already exists, Configuration Manager uses that user name. If a user name does not exist, Configuration Manager adds the user to the SQL Server. The user name specified is assigned to the database roles required by the Business Connect server. 6 Enter the name of the Database that is associated with the Business Connect Server. 7 For a new database, click Create Database to create the database. 13

14 8 In the SQL Server Authentication dialog box, specify a user account that is authorized to create or update the specified database on the database server, and then click OK. Click Windows Authentication to create the database using your current domain logon credentials. Click SQL Server Authentication to enter an authorized SQL Server Username and Password. 9 Click the Test button to test the connection to the server. If the connection fails, make sure that the database server is running, and that you entered the correct Server name along with valid credentials for the database or for creating the database. 10 Once successful, click OK to close the Test connection succeeded message. 11 Click Create Database schema. A message appears, indicating that any data in the database will be deleted. 12 Click Yes unless you want to save any existing data. NOTE: If you click No, the database will not be created. Specify a different database, one which contains no data or contains data that can be deleted. 13 Once the database is successfully created, click Apply to save the settings. Configure an Embedded SQL Server Compact Database To configure the embedded SQL Server Compact database, do the following: 1 In Business Connect Server Configuration Manager, click the Database tab. 2 Ensure the Use built-in database file checkbox selected. 3 Click the Change password button to create a unique database password for your installation, and then click OK. For Current password, type the default password, which is "Pass@123". Then enter your new password in the New password and Retype password fields. 4 Click the Test button to check the database connection. 5 Click the Apply button to save your changes. NOTE: The initial SQL Server Compact database is created automatically. If desired, click the Create Database button to replace an existing SQL Server Compact database. 14

15 Workflow Engine Configuration The document capture Workflow Engine used with Business Connect can be AutoStore or ecopy ShareScan. To configure the appropriate Workflow Engine, do the following: 1 In Business Connect Server Configuration Manager, click the Workflow Engine tab: 2 Select the Enable Workflow Engine connection checkbox to use AutoStore or ecopy ShareScan to provide workflows. This checkbox is selected by default. 3 Enter the Server address for the AutoStore or ecopy ShareScan server. You can enter "localhost" if Business Connect Server is running on the same machine as AutoStore or ecopy ShareScan. 4 In the Mobile service port, enter the port used for Business Connect Server communication. 5 Click Apply, and then click the refresh button in the License section. The License Status changes to Licensed if Business Connect Server connects successfully to the AutoStore or ecopy ShareScan server. NOTE: For Business Connect Server to communicate with AutoStore or ecopy ShareScan and show the Licensed status, the Web Capture service must be running, and the port number must match the Business Connect service port number in the Web Capture Web Server settings. See Configuring Web Capture for Business Connect Server on page 23. NOTE: SSL communication is not supported in ecopy ShareScan. To configure SSL for AutoStore, see Configuring SSL for Business Connect on page

16 Web Server Configuration 1 In Business Connect Server Configuration Manager, click the Web Server tab: 2 Record the Web Server and Admin Tool URLs. The Admin Tools web page is used to monitor and maintain general Web Server settings, locations, users, and more. To access the Web Server or Admin Tool remotely, replace localhost with the server address (for example, /AdminTool/Home). 3 If the Server status is Running, click Stop. 4 Select the Web server type. Either Embedded Web Server or Internet Information Service (IIS). For Embedded Web Server click Configure, and provide the Web site s Mobile Server port and Admin Tool port, and click OK. For Internet Information Service (IIS) click Configure, and provide the Web site s IP address and Port, and click OK. IIS must already be installed on the server before it can be configured. 5 Click Start to restart the service. 6 Click Apply to save the settings. 16

17 Support Service Configuration Support Service can be installed on the same machine with Web Server (Complete installation mode) or in another machine (Custom installation mode). When Support Service and Web Server are both installed on the same machine, you can configure Web Server to connect to Support Service on a local machine or on a remote machine. Connect Web Server to Support Service on Local Machine By default, Web Server is configured to connect to Support Service on a local machine. The Connect to Support Service on local machine checkbox is selected. To configure Support Service to connect with Web Server locally, do the following: 1 In Business Connect Server Configuration Manager, click the Support Service tab. 2 If the Server status is Running, click Stop. 3 Click the Configure button to open the Support Service Configuration dialog box. 4 In this dialog box, users can modify the Service port number or turn On/Off SSL mode for Support Service. Refer to Configuring SSL for Support Service on page 42 for SSL configuration details. 5 Click Start to restart the service. 6 Click Apply to save the settings. 17

18 Connect Web Server to Remote Support Service on Different Machine To configure Web Server to connect to remote Support Service, do the following: 1 In Business Connect Server Configuration Manager, click the Support Service tab. 2 Uncheck the Connect to Support Service on local machine option 3 Enter the Server address and Service port number of the remote Support Service. 4 If SSL option is turned on in remote Support Service, check the Use SSL option. 5 Select a certificate from the Choose certificate drop-down list and enter the Certificate password. Refer to Configuring SSL for Support Service on page 42 for SSL configuration details. 6 Click Test Connection to verify all settings. 7 Click Apply to save the settings. 18

19 Support Service Configuration in Standalone Mode If Support Service is installed separately from Web Server (Standalone mode), the Configuration Manager on the machine where Support Service was installed contains only the Support Service settings. To configure Support Service in standalone mode, do the following: 1 Open the Business Connect Server Configuration Manager on the standalone server. 2 If the Server status is Running, click Stop. 3 The user can modify the Service port number or turn On/Off SSL mode for Support Service. Refer to Configuring SSL for Support Service on page 42 for SSL configuration details. 4 Click Start to restart the service. 5 Click OK to save the settings. Connect Web Server to Standalone Support Service To configure Web Server to connect to remote Support Service, do the following: 1 In Business Connect Server Configuration Manager, click the Support Service tab. 2 Uncheck the Connect to Support Service on local machine option 3 Enter the Server address and Service port number of the standalone machine running Support Service. 19

20 4 If SSL option is turned on in Standalone Support Service, check the Use SSL option. 5 Select a certificate from the Choose certificate drop-down list and enter the Certificate password. Refer to Configuring SSL for Support Service on page 42 for SSL configuration details. 6 Click Test Connection to verify all settings. 7 Click Apply to save the settings. Securities Configuration Security keys are needed to encrypt the credentials that are sent between the client and the server. Every time the Business Connect Server is installed, a new set of keys must be generated. To configure security keys, do the following: 1 In Business Connect Server Configuration Manager, click the Securities tab. 2 Enter a Password and an Expire after (x number of days) time period, then click Create. A confirmation message appears, indicating that the security keys were successfully created. 3 Enter a Built-in admin password for the "admin" user. The admin user password allows a Business Connect administrator to access the Business Connect Administrator Tool using the "admin" user name. The default password is "admin". 4 Click Apply to save the security settings. If necessary, you can review the configuration settings on any of the tabs. 20

21 Print Server Configuration To configure Output Manager as a Print server for Business Connect, do the following: 1 In Business Connect Server Configuration Manager, click the Printing tab. 2 Enter the Server Address host name for the Output Manager print server. 3 Enter the Service Port used by the Output Manager server to communicate with clients, and click OK. By default, port 8066 is used to connect to Output Manager, and 8066 when SSL is checked. 4 Enter the Source Name of the input source specified in Output Manager. 5 Click Apply to save the settings. 21

22 Launching Admin Tools At this point, you can log into Admin Tools to perform initial setup before other users are configured as administrators using the default "admin" user name. You can launch Admin Tools from a link in Configuration Manager. Or, you can note the Admin Tool URL and enter it in your browser. You may want to add it to your browser Favorites. To launch Admin Tools: 1 In Business Connect Server Configuration Manager, click the Web Server tab. 2 Click the link to Admin Tool URL. 3 Log in with the Username and the Password entered on the Securities tab. The default password is "admin". 4 After successful login, return to the Configuration Manager click OK to save the settings, and then click Close. Refer to the Nuance Business Connect Administration Guide for information about using Admin Tools 22

23 Configuring Web Capture for Business Connect Server Web Capture configuration is only needed if the Enable Workflow Engine connection checkbox is selected on the Workflow Engine tab of the Business Connect Server Configuration Manager. Web Capture must open a communication port that is accessible to the Business Connect Server. This process is performed in AutoStore Process Designer (APD). Refer to your AutoStore documentation for more details. Web Capture in not supported in ecopy ShareScan. NOTE: If Web Capture is already in use in another configuration, it is recommended that you set up a new and separate task dedicated to Business Connect. Configure Web Capture Communication Port in AutoStore To configure the Web Capture communication port for Business Connect Server, do the following: 1 Open AutoStore Process Designer, double-click the Web Capture icon, and click the Web Server tab. 2 For Mobile service port, enter the port used for Business Connect Server communication. NOTE: The value entered here must match the value entered for Service Port in the on the Workflow Engine tab of Business Connect Server Configuration Manager. See Workflow Engine Configuration on page Save and restart the task. 23

24 4 On the Workflow Engine tab of the Business Connect Server Configuration Manager, confirm that the AutoStore Server address is correct and that the Mobile service port number is the same specified for Web Capture. If Business Connect Server is installed on the same host as AutoStore, enter "localhost" for Server Address. If AutoStore is on a different machine, enter the IP address or host name for the AutoStore server. 5 Click Apply, and then click the refresh button in the License box. The License Status switches to "Licensed". Configure Web Capture to Authenticate Business Connect Users To configure Web Capture to authenticate Business Connect users, do the following: 1 Open AutoStore Process Designer, double-click the Web Capture icon, and click the Authentication tab. 24

25 2 Select the Authentication Type that you are using. Active Directory LDAP authentication Custom script (requires a Custom Development license) 3 Configure the settings to authenticate users and groups for the selected authentication type. Configure Web Capture to Support My Files Web Capture can be configured to retrieve additional user attributes from the directory service. The home directory attribute is used to retrieve the user s home directory path, which is used for the My Files feature. If this attribute is not retrieved in Web Capture, the user s home directory path can be entered manually in Admin Tools. 1 Open AutoStore Process Designer, double-click the Web Capture icon, and click the Authentication tab. 2 Select the Use an LDAP search to retrieve additional user information checkbox. 3 Click Configure to open the LDAP Lookup Settings dialog box. 25

26 4 Fill in the following fields: For this option LDAP server Root DN Login credentials Directory Type Additional Attributes Do this Enter the LDAP server address. This is the same as the address for the domain controller. Enter the domain s Root Distinguished Name. If the LDAP server allows anonymous login, choose the Login as anonymous option. If it does not, choose the Login with following credentials and provide the User name and Password. Choose Active Directory. Enter home Directory. If there are additional attributes that are needed for workflows, enter them here as well and separate them with ; Configuring SSL for Business Connect This section describes the how to configure SSL for Business Connect. When you choose to use SSL, you need to configure SSL settings and specify a certificate for both ends of a communication link. Business Connect enables administrator to set up an SSL connection between any of the components of the Business Connect solution. SSL communication is not supported in ecopy ShareScan. Configure SSL for the Business Connect Client When Web Server is deployed behind the corporate firewall: The address of the router/proxy server must be used in generating the SSL certificate. Port forwarding must be set up on the router/external server to point to the internal Mobile Server port. For example: forwards to The generated SSL certificate must be issued for the specific URL/address of the external server/proxy. Examples: office.yourcompany.com *.yourcompany.com The SSL certificate must be issued by a trusted certificate authority. Examples: Computer Associates GoDaddy Symantec (formerly VeriSign) 26

27 To configure SSL for the Business Connect Client, do the following: 1 In Business Connect Server Configuration Manager, click the Web Server tab, select the Embedded Web Server option and click Configure, 2 Select the Use SSL checkbox, and provide the Mobile Server port (default for SSL is 433) and the Admin Tool port, and click OK. 3 Click Apply to save the settings. 4 Click Start to restart the service. To configure SSL for the Business Connect Client use IIS, and complete the following three tasks: 1 Add site bindings in IIS. 2 Configure SSL in Business Connect Server Configuration Manager. 3 Specify the Business Connect Server name on the Business Connect Client. Add Site Bindings in IIS 1 Launch IIS 7.0 Manager, and select the Server node. 2 In the IIS section, double-click Server Certificates. 27

28 3 In the Actions pane, click Import, and to open the Import Certificate dialog box. 4 Click the browse ( ) button and locate the certificate (.pfx) file, and click Open. 5 Enter the Password for the certificate, and click OK. 6 The Server Certificates list should now show the installed certificate. 28

29 7 In the Connections menu, click the Mobile Server application nod and then click Bindings in the Actions pane. 8 In the Site Bindings dialog box, click the Add button. 9 In the Add site bindings dialog box, set the Type to https and select the appropriate certificate from SSL certificate drop-down, and then click OK. 29

30 10 The Site Bindings list box shows both the http (80) and https (443) bindings. 11 Click the Close button. Configure SSL in Business Connect Server Configuration Manager 1 On the Web Server tab in Business Connect Server Configuration Manager, select Internet Information Service (IIS) and click the Configure button. 2 In the IIS Configuration dialog box, only specify the http port (80). 3 Click OK to close IIS Configuration dialog box. Specify the Server Address on the Business Connect Client On the Business Connect Client, specify the URL that points to the https port (443). 30

31 Configuring SSL for Web Capture Configure the Business Connect Server 1 In Business Connect Server Configuration Manager, click the Workflow Engine tab. 2 Select the Use SSL checkbox. NOTE: Web Capture and SSL communication are not supported in ecopy ShareScan. 3 Select <New self-signed...> from the Choose Certificate drop-down list, 4 In the New Self Signed Certificate dialog box, do the following: a b c d Enter your Company name. Set the Expire Date to create the desired period. Enter a Password for the certificate. Click OK. The certificate file in stored in the Program Files\Nuance\Business Connect\Config directory, and needs to be installed on the AutoStore server. 31

32 Add the Certificate to the AutoStore Server 1 Copy the certificate to the host machine that is running AutoStore server. 2 Start the Microsoft Management Console. On the Start menu, click Run, type mmc.exe, and then click OK. 3 Select File > Add/Remove Snap-in. 4 On the Add or Remove Snap-ins screen, double-click Certificates from the list of Available snap-ins. 5 On the Certificates snap-in screen, select to manage certificates for Computer account, and click Next. 6 On the Select Computer screen, ensure Local computer is selected, and click Finish to set up the MMC Certificates snap-in to manage the local computer. 7 Click OK to close the Add or Remove Snap-in screen. 8 In the left navigation pane of the MMC console, expand Certificates (Local Computer). 32

33 9 Expand the Certificates (Local Computer) folder and right-click Trusted Root Certification Authorities, and select All Tasks > Import. 10 On the Certificate Import Wizard Welcome screen, click Next, 11 On the File to Import screen, click the Browse button. 12 Select and Open the Personal Information Exchange (.pfx) file that was copied to the host machine, and then click Next. 33

34 13 Enter the Password used to generate the certificate on the Business Connect Server, and then click Next. 14 Ensure the Certificate store is set to Trusted Root Certification Authorities, click Next, and then click Finish. 34

35 15 In the MMC console navigation pane, go to Certificates (Local Computer) > Trusted Root Certification Authorities > Certificates, and confirm that the certificate has been added. 35

36 Configure SSL for Web Capture in AutoStore 1 On the AutoStore server, open the AutoStore Workflow Process Designer, and double-click the Web Capture icon, and click the Mobile Server tab. 2 Select the SSL checkbox. 3 Select the previously created certificate from the Choose certificate drop-down list. 4 Enter the Certificate password. 5 Click OK, and restart the AutoStore Service. 6 The certificate file on the AutoStore server needs to be added to the Mobile Server machine using the Microsoft Management Console. (See Add the Certificate to the AutoStore Server on page 32 for details) 36

37 7 On the Business Connect Server, open Business Connect Server Configuration Manager, and click the Workflow Engine tab to verify that the connection to AutoStore has been successfully established. Configuring SSL for Output Manager On the Output Manager Server 1 Start the Output Manager Server Configuration Utility and click the SSL Certificate Manager tab. 2 In the Choose Certificate section, select <new self signed > and click the browse ( ) button. 37

38 3 On the Browse for Folder dialog box specify or create a folder under My documents, and click OK. 4 The certificate folder location and name are auto-populated in the Choose Certificate and Certificate Name fields. 5 Enter and confirm the Certificate Password. 6 In the Ports to Bind box, select the 8067:NSi.OutputManager.Input.SisMgr checkbox. 7 Click the Generate button. A Status message indicates the success or failure of the certificate generation. 8 Navigate to the location specified by Choose Certificate, and copy the generated certificate file. On the Business Connect Server 1 Save the newly generated certificate file on the Business Connect Server. 2 Start the Microsoft Management Console. On the Start menu, click Run, type mmc.exe, and then click OK. 3 Click File > Add/Remove Snap-in. 38

39 4 In the Available snap-ins list, click Certificates, and then click the Add button to move the certificate to the Selected snap-ins list. 5 On the Certificates snap-in screen, select Computer account, and click Next. 6 On the Select Computer screen, ensure Local computer is selected, and click Finish to set up the MMC Certificates snap-in to manage the local computer. 7 Click OK to close the Add or Remove Snap-ins screen. 8 In the left navigation pane of the MMC console, expand Certificates (Local Computer). 9 Right-click Trusted Root Certification Authorities, and select All Tasks > Import. 10 On the Certificate Import Wizard Welcome screen, click Next, 11 On the File to Import screen, click the Browse button. 39

40 12 Select and Open the Personal Information Exchange (.pfx) file that was copied to the host machine, and then click Next. 13 Enter the Password used to generate the certificate on the Business Connect Server, and then click Next. 14 Ensure the Certificate store is set to Trusted Root Certification Authorities, click Next, and then click Finish. 40

41 15 In the MMC console navigation pane, go to Certificates (Local Computer) > Trusted Root Certification Authorities > Certificates, and confirm that the certificate has been added. 16 Open the Business Connect Server Configuration Manager and click the Printing tab. 17 Enter the Service port number for the Output Manager service port shown in the Ports to Bind box in the Output Manager SSL Certificate Manager settings. The default port is Select the Use SSL checkbox. 19 Click the Test Connection button, to test the connection. The message box displays whether the test connection was successful. 20 If the connection was successful, click OK, and restart the Business Connect Server Web Service. 41

42 Configuring SSL for Support Service To configure SLL for Support Service, do the following: 1 In Business Connect Server Configuration Manager, click the Support Service tab. 2 If the Server status is "Running", click Stop. 3 Select the Use SSL checkbox. 4 Select <New self signed...> from the Choose Certificate drop-down list, 5 In the New Self Signed Certificate dialog box, do the following: a Enter your Company name. b Set the Expire Date to create the desired period. c Enter a Password for the certificate. d Click OK. The certificate file in stored in the Nuance\Business Connect\Config directory. 42

43 Configuring SSL for Support Service in Stand-Alone Mode 1 Open the Configuration Manager on the standalone server. 2 If the Server status is "Running", click Stop. 3 Select the Use SSL checkbox on the File Service machine and select a certificate from the Choose Certificate drop-down list. 4 Open the Configuration Manager on the Mobile Server, and click the Support Service tab. 5 If the Server status is "Running", click Stop. 6 Select the Use SSL checkbox on the Mobile Server machine and select a certificate from the Choose Certificate drop-down list. 7 Copy the certificate file from the Mobile Server machine and add the Certificate to the File Service machine. (See Add the Certificate to the AutoStore Server on page 32 for details) 8 On Mobile Server machine, click Test Connection. The Test connection succeeded message displays. 43

44 Licensing Business Connect for AutoStore The Business Connect license for AutoStore is included as part of Web Capture, and the user must register online to receive a license. To license a new Business Connect installation with AutoStore, do the following: 1 Open the AutoStore Process Designer and click License Manager. 2 On the License Manager screen, click the Server tab, and then click the Create Request button. 3 In the Save As dialog box, name and save the license file. A file type is not required. 4 Click the Web License button. 5 The web license website: opens. Enter your login and Password. If you are not registered, click New User and provide your information. 44

45 6 On the License Activation screen, do the following: a Select Production from the License Type drop-down list. b Under License Request File, click the Choose File button, and enter the location of the requested file. c Enter the License/Activation Number. d Click Submit. 7 On the Product Details screen, select the available license for Business Connect Server, and then click Submit. 45

46 8 Click Download License, and save the file locally. 9 Open AutoStore Process Designer, and click License Manager. 10 On the License Manager screen, click the Capture tab, and then click the Load Keys button. 11 Select and load the downloaded license file. The new Web Capture license for Business Connect appears in the list. 12 Click Finish to complete the installation process. Licensing Business Connect for ShareScan Business Connect for ShareScan works with user-based licensing which supports a set number of licensed users at a time. For example, in a 10-user scenario that consists of 3 licenses (5 users + 3 users + 2 users) the system only supports 10 licensed users. In order to add more users to this scheme, a license must first be deleted, and then a new set of users can be added until the maximum number of eligible licensed user is reached. Refer to your ecopy ShareScan documentation for detailed Business Connect licensing. 46

47 Upgrading Business Connect Upgrading from Business Connect versions 7.0 or 7.1 to 7.2 can be done by installing 7.2 directly over top of the preexisting 7.x version. The Installer reads the configuration file from the currently installed version to get the database connection information, then connects to the database and automatically performs the upgrade. Existing licensing and configuration carry over during the upgrade and no additional user input is required. The Installer uses an upgrade script to automatically upgrade the database and configuration file during the installation process. However, there is an upgrade utility that can be run manually if the system admin wants to manage the database themselves before upgrading to 7.2. This may be desired in the case where a full SQL Server is used. The upgrade utility is located in C:\Program Files (x86)\nuance\business Connect\Utilities>UpgradeUtility.exe. When called with no parameters, it outputs its usage: Nuance Business Connect Upgrade Utility Parameters: -upgradedb: Upgrade database from 7.0/7.1 to 7.2 -backupconfigdata: Backup configuration files -restoreconfigdata: Restore configuration files The -backupconfigdata and -restoreconfigdata options are used by the Installer to preserve the Business Connect configuration during the upgrade. The -upgradedb parameter can be manually controlled by the user. After running the script, the upgrade utility and Scripts folder need to be copied to the destination Business Connect machine and called with UpgradeUtility -upgradedb parameter. When the utility is run on a n older database, it will apply the schema changes required to update the database to version 7.2. Upgrading from NSi Mobile Server 6.x to Business Connect 7.2 requires the use of a Migration Tool to migrate the NSi Mobile database and configuration to Business Connect. Contact Nuance Product Support for information on the Migration Tool and how to use the tool to successfully migrate from NSi 6.x to Business Connect