EMC® ApplicationXtender® Version 7.0 Desktop Installation Guide EMC Corporation Corporate Headquarters Hopkinton, MA 01748-9103 1-508-435-1000 www.EMC.com LegalNotice Copyright ©1994-2014EMCCorporation. AllRightsReserved. EMCbelievestheinformationinthispublicationisaccurateasofitspublicationdate. Theinformationissubjecttochange withoutnotice. THEINFORMATIONINTHISPUBLICATIONISPROVIDED“ASIS.”EMCCORPORATIONMAKESNOREPRESENTATIONS ORWARRANTIESOFANYKINDWITHRESPECTTOTHEINFORMATIONINTHISPUBLICATION,ANDSPECIFICALLY DISCLAIMSIMPLIEDWARRANTIESOFMERCHANTABILITYORFITNESSFORAPARTICULARPURPOSE. Use,copying,anddistributionofanyEMCsoftwaredescribedinthispublicationrequiresanapplicablesoftwarelicense. Forthemostup-to-datelistingofEMCproductnames,seeEMCCorporationTrademarksonEMC.com.AdobeandAdobePDF LibraryaretrademarksorregisteredtrademarksofAdobeSystemsInc.intheU.S.andothercountries.Allothertrademarks usedhereinarethepropertyoftheirrespectiveowners. DocumentationFeedback Youropinionmatters.Wewanttohearfromyouregardingourproductdocumentation.Ifyouhavefeedbackabouthowwecan makeourdocumentationbetteroreasiertouse,pleasesendusyourfeedbackdirectlyatIIGDocumentationFeedback@emc.com Table of Contents Preface ................................................................................................................................. 9 Chapter1 InstallingApplicationXtenderDesktop ........................................................ 11 Third-partyComponentInstallations................................................................. 11 Setup............................................................................................................... 12 InstallingAppXtenderDesktopinCitrixInstallMode......................................... 16 UnattendedSetup............................................................................................. 17 ConfiguringtheDataSource............................................................................. 21 SelectingDataSources...................................................................................... 22 LocatingDataSources................................................................................... 22 SpecifyingaDefaultDataSource................................................................... 24 SpecifyingMultipleDataSources.................................................................. 25 UsingtheDemoDatabase................................................................................. 26 VariationsoftheLoginProcedure...................................................................... 28 Chapter2 ConfiguringAppXtenderDocumentManagerMachines ............................. 31 Introduction..................................................................................................... 32 Fieldmasking............................................................................................... 33 Maskingconfidentialdata......................................................................... 33 Additionalpredefinedfieldformats........................................................... 35 CustomizingtheAppXtenderDocumentManagerWindow................................ 35 ChangePassword............................................................................................. 36 DisablingtheRememberPasswordOption..................................................... 37 ConfiguringtheToolbars,TitleBar,andStatusBar............................................. 37 DisplayingorHidingaToolbar..................................................................... 38 ChangingtheSizeofToolbarButtons............................................................. 39 CustomizingToolbars................................................................................... 39 ConfiguringtheTitleBar............................................................................... 40 DisplayingorHidingtheStatusBar............................................................... 41 PrintSetup....................................................................................................... 42 UsingStickyView............................................................................................ 42 SavingStickyViewSettings........................................................................... 43 CustomizingAppXtenderDocumentManagerViews......................................... 45 DockingaView............................................................................................ 45 DisplayingaViewasaDialogBox................................................................. 46 DisplayingaViewasSubwindow.................................................................. 47 HidingaViewonUse................................................................................... 47 ActivatingAppXtenderDocumentManagerFullScreenMode........................ 48 ManagingtheQueryViewResultSet............................................................. 48 ChangingtheWaytheResultSetListsDocuments...................................... 48 HidingorShowingResultSetColumns..................................................... 49 SortingtheResultSet................................................................................ 50 ReorderingtheResultSetColumns............................................................ 50 3 TableofContents ResizingtheResultSetColumns................................................................ 50 SavingtheResultSetColumns.................................................................. 51 ResettingResultSetColumnConfiguration................................................ 51 CollapsingtheResultSet........................................................................... 51 OpeningtheConfigurationDialogBox.............................................................. 52 ViewTab.......................................................................................................... 53 ImageSizeOptions....................................................................................... 53 ZoomSettingsarePixels............................................................................... 54 Scale-to-Gray................................................................................................ 55 DisplayTextViewofPage............................................................................. 55 RestoreLastLayoutatStartup....................................................................... 55 UseKeyViewtoDisplayForeignFiles............................................................ 55 UseAcrobatReadertoDisplayPDFFiles....................................................... 56 AllowMapofUnknownDataSourcestoExistingDataSources....................... 56 DisplayTab...................................................................................................... 56 ScreenDPI................................................................................................... 57 PgUp/PgDninDual-PageView..................................................................... 57 QueryResults............................................................................................... 57 MaximumQueryResults.......................................................................... 57 SortResultSetAutomatically.................................................................... 57 MaximumIndexRetrieved........................................................................ 58 SortOrderofDocumentID....................................................................... 58 Ascendingorder................................................................................... 58 Descendingorder................................................................................. 58 FontsTab......................................................................................................... 58 ScreenFonts................................................................................................. 59 PrinterFonts................................................................................................ 60 SimulateBoxDrawingCharacters................................................................. 61 ScanTab........................................................................................................... 61 EnablingImageProcessingOptions............................................................... 62 RemovingBlankPages.................................................................................. 62 SynchronizedScan........................................................................................ 63 ScannerManualFeedTime-out..................................................................... 63 COLDTab........................................................................................................ 63 CacheForms................................................................................................ 64 AllowPasteText........................................................................................... 64 AllowZoom................................................................................................. 64 DisplayasImageOnly.................................................................................. 65 FormOverlaySettings.................................................................................. 65 Screen...................................................................................................... 65 Printer..................................................................................................... 65 DefaultColorBarSettings............................................................................. 65 Show....................................................................................................... 65 Lines........................................................................................................ 65 Color....................................................................................................... 66 PrintTab.......................................................................................................... 66 PrintOriginalSize........................................................................................ 66 FittoPage.................................................................................................... 67 Dithering..................................................................................................... 67 PrintToolbarButton..................................................................................... 67 Acceleration................................................................................................. 68 XipPrint................................................................................................... 68 Talaris...................................................................................................... 68 QuickPCL............................................................................................... 68 EndorsePrintedPages.................................................................................. 69 E-MailTab....................................................................................................... 70 4 TableofContents E-MailFormats............................................................................................. 71 E-mailingImagesandTextinPDFFormat.................................................. 71 E-mailingImagesandTextinXPSFormat.................................................. 71 Black&WhiteImagesforE-mail............................................................... 71 4/8-bitColorImagesforE-mail.................................................................. 71 TrueColorImagesforE-mail..................................................................... 71 JPEGQualityFactor(1-100)................................................................... 72 TextforE-mail.......................................................................................... 73 UseMulti-PageFilesforE-mail................................................................. 73 E-mailinArchivedFormat........................................................................ 74 E-mailVendor.......................................................................................... 75 ExportTab....................................................................................................... 75 ExportingTextandImagesinPDFFormat..................................................... 76 Black&WhiteImagesforExport................................................................... 76 4/8-bitColorImagesforExport...................................................................... 76 TrueColorImagesforExport........................................................................ 76 JPEGQualityFactor(1-100)....................................................................... 76 TextforExport............................................................................................. 77 UseMulti-pageFilesforExport..................................................................... 77 ExportinArchivedFormat............................................................................ 78 FileTypesTab.................................................................................................. 79 AddingFileTypes........................................................................................ 80 DeletingFileTypes....................................................................................... 80 DataTab.......................................................................................................... 80 EnableDualDataEntry................................................................................ 81 DisableQueryWindow................................................................................. 82 DatabaseConnect&Drop............................................................................. 82 CheckforMatchingIndex............................................................................. 82 AllowRememberPassword.......................................................................... 82 PromptforCheckOutWhenOpen................................................................ 83 AutoLogout................................................................................................. 84 DataField2DigitYearMaxFutureYearsSetting............................................ 84 ImageStorageFormat................................................................................... 84 StorageFormatforBlack&WhiteImages.................................................. 85 StorageFormatfor4/8-bitColorImages..................................................... 85 StorageFormatforTrueColorImages........................................................ 85 JPEGQualityFactor(1-100)................................................................... 85 SeparateMulti-pageTIFFs........................................................................ 86 PathsTab......................................................................................................... 87 LocalWritePath........................................................................................... 88 PersonalSearchPath..................................................................................... 88 VolumeLabelSearchDrives.......................................................................... 88 BusinessIntelligenceGatewayPath............................................................... 89 FullTextTab..................................................................................................... 89 ProcessingQueue......................................................................................... 90 AllowFull-text............................................................................................. 90 ConverttoText(ifnecessary)......................................................................... 91 PromptUserwithQueueSelection................................................................ 91 SubmitNewDocumentsforFull-textIndex.................................................... 91 OCRTab.......................................................................................................... 91 OCREngine................................................................................................. 92 AllowOCR.................................................................................................. 92 OCRResultFormat....................................................................................... 93 LanguageSelection....................................................................................... 93 OCRJob....................................................................................................... 93 ProcessingQueue..................................................................................... 93 PromptUserwithQueueSelection............................................................ 94 5 TableofContents ThumbnailTab................................................................................................. 95 DocumentSigningTab...................................................................................... 97 ImportingDigitalCertificates........................................................................ 97 ExportingDigitalCertificates........................................................................ 98 SpecifyingaDefaultDigitalCertificate........................................................... 99 ClearingDefaultDigitalCertificate................................................................ 99 DeletingDigitalCertificates........................................................................... 99 SavingandLoadingSettings............................................................................. 99 SavingSettings........................................................................................... 100 ImportantInformationaboutXSCM.CONFIG.............................................. 101 SavedMachineSettings............................................................................... 102 LoadingSettings......................................................................................... 108 Chapter3 UpgradingAppXtenderSystem ................................................................. 111 Concepts........................................................................................................ 111 ConnectivityBetweenReleases.................................................................... 111 UnderstandingaWorkstationUpgrade........................................................ 112 SecurityProvidersandUpgrading............................................................... 112 OneAppXtenderAdminLoginAccountforAllDataSources........................ 112 UpgradingtheCurrentVersionofAppXtender................................................ 113 PreparingAppXtenderDatabasesforUpgrade............................................. 114 UpgradingtheAppXtenderDatabase.......................................................... 114 SelectingaDifferentSecurityProvider......................................................... 115 AppendixA MaintainingtheAppXtenderDesktopInstallation ..................................... 117 ModifyinganAppXtenderDesktopInstallation............................................... 117 RepairinganAppXtenderDesktopInstallation................................................. 118 ModifyingAppXtenderDesktopinWindowsVista,Windows7,or Windows8OS................................................................................................ 119 RepairingAppXtenderDesktopinWindowsVista,Windows7,or Windows8OS................................................................................................ 120 UninstallingAppXtenderDesktop................................................................... 120 UninstallingAppXtenderDesktopinWindowsVista,Windows7,or Windows8OS................................................................................................ 121 Glossary ............................................................................................................................ 123 6 TableofContents List of Figures Figure1. WindowsSecurityProvider................................................................................... 29 Figure2. DefiningaFieldDisplayMask............................................................................... 34 Figure3. MaskedIndexField.............................................................................................. 34 7 TableofContents List of Tables Table1. ADDLOCALFeatures........................................................................................... 20 8 Preface ThisdocumentprovidesinstructionsonhowtoinstalltheApplicationXtenderDesktop(AppXtender Desktop)software. Aspartofanefforttoimproveandenhancetheperformanceandcapabilitiesofitsproductlines,EMC periodicallyreleasesrevisionsofitshardwareandsoftware. Therefore,somefunctionsdescribedinthis documentmaynotbesupportedbyallversionsofthesoftwareorhardwarecurrentlyinuse. Forthemost up-to-dateinformationonproductfeatures,refertoyourproductreleasenotes. Ifaproductdoesnotfunctionproperlyordoesnotfunctionasdescribedinthisdocument,pleasecontact yourEMCrepresentative. Audience ThisdocumentispartoftheEMCAppXtenderdocumentationset,andisintendedforsystem administratorswhoareresponsibleforinstallingsoftwareandmaintainingtheserversandclientson anetwork. Operatorswhomonitorthedailybackupsmayalsofindthismanualuseful. 9 Preface 10
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