docSTAR v3eleven
Core Technologies
Workbook
Revision 5 01/13/11
docSTAR Core Technologies Workbook - v3eleven
Table of Contents
Introduction ..................................................................................................................... 1 Background ...............................................................................................................................1 How the Guide is Organized .....................................................................................................1 Intended Audience ....................................................................................................................1 Section 1: Software Architecture .................................................................................. 3 docSTAR Dataflow ........................................................................................................ 3 Dataflow Process ......................................................................................................................3 docSTAR Software Architecture.................................................................................... 4 docSTAR Modular Software Design .............................................................................. 8 docSTAR Filing & Retrieving System .......................................................................................9 docSTAR Administration & Initialization files ............................................................... 11 docSTAR File Locations..........................................................................................................12 docSTAR File Movement............................................................................................. 13 Scanning or Importing using Print Import 5.0 (requires optional software).............................13 Importing Native Files (requires Native File Support core module or bundle) ........................13 docSTAR File Movement explained........................................................................................13 Section 2: Database Design......................................................................................... 20 docSTAR Database Design......................................................................................... 20 docSTAR Database Backup/Restore Process ............................................................ 22 The Backup Process ...............................................................................................................22 The Restore Process ..............................................................................................................22 Section 3: Systems and Accessories ......................................................................... 37 docSTAR System offerings: ........................................................................................ 37 Basic Products ........................................................................................................................37 Bundled Products....................................................................................................................37 Legacy Products: ....................................................................................................................38 docSTAR Common Modules ....................................................................................... 38 docSTAR Advanced Modules...................................................................................... 40 docSTAR Turnkey Systems ........................................................................................ 43 Section 4: Implementation Guidelines........................................................................ 44 Implementation Planning ............................................................................................. 48 Network Considerations .............................................................................................. 48 Performance Considerations ....................................................................................... 48 Anti-Virus Considerations ............................................................................................ 49 Backup Considerations................................................................................................ 49 docSTAR Software Considerations ............................................................................. 49 Implementing Two-Tier Storage w/docSTAR ............................................................. 49 Section 5: Networking Guidelines............................................................................... 61 TCP/IP Networking Topics .......................................................................................... 61 Hosts and networks.................................................................................................................61 IP addressing ..........................................................................................................................61 DHCP ......................................................................................................................................62 How Does DHCP Work? .........................................................................................................62 Basic IP Routing......................................................................................................................63 The Subnet Mask ....................................................................................................................65 The Gateway...........................................................................................................................66 Name Resolution and docSTAR .............................................................................................66 docSTAR Core Technologies Workbook - v3eleven
DNS ........................................................................................................................................ 66 WINS....................................................................................................................................... 67 LMHOSTS .............................................................................................................................. 67 NAT - Network Address Translation ....................................................................................... 67 TCP/IP Troubleshooting Tools ............................................................................................... 70 Firewalls.................................................................................................................................. 73 Leased Lines .......................................................................................................................... 74 Storage Area Networks (SAN)................................................................................................ 76 Network Attached Storage (NAS)........................................................................................... 77 Wireless Networks (Wi-Fi) and docSTAR............................................................................... 77 Section 6: Technical Resources ..................................................................................82 docSTAR Technician Utilities.......................................................................................82 Using the WinSQL Utility ........................................................................................................ 90 docSTAR Service/Admin Mode .............................................................................................. 93 DSHOST.EXE......................................................................................................................... 95 DSCLSVC.EXE....................................................................................................................... 97 Windows Tools ....................................................................................................................... 98 docSTAR Support Portal..............................................................................................99 docSTAR Helpdesk Support ......................................................................................101 Section 7: Technical Community...............................................................................106 docSTAR Website Forums ........................................................................................106 Tech Talk Conference Calls.......................................................................................106 Section 8: Preventative Maintenance Guidelines.....................................................111 Preventative Maintenance Schedules........................................................................111 Appendix A: Sample DSHOST.INI File.......................................................................117 Appendix B: Sample SHARED.INI File ......................................................................118 Appendix C: Sample DOCSTAR.INI File....................................................................119 Appendix D: Sample [COMPUTER NAME]-HOST.TXT File......................................121 Appendix E: Sample [COMPUTER NAME].TXT File .................................................122 Appendix F: Sample DBCHECK.LOG File.................................................................123 Appendix G: Sample 30/60/90 Day Plan ....................................................................126 Appendix H: Connectivity Survey......................................Error! Bookmark not defined. Appendix I: Connectivity Survey Answer Explanation....Error! Bookmark not defined. Appendix J: Sample Integration Survey ...................................................................135 Appendix K: Sample Installation Checklist ..............................................................137 Appendix L: Sample Maintenance Agreement .........................................................139 Appendix M: Sample Release Notes .........................................................................141 docSTAR Core Technologies Workbook - v3eleven
Introduction
Welcome to the Core Technologies Technical Workbook for docSTAR 3eleven - a
software application suite that enables the capture, filing and retrieval of documents in
an easy-to-use and highly customizable solution.
The purpose of this guide is to provide you with the technical details about docSTAR
architecture, function, tools, troubleshooting processes, and support resources available.
Background
docSTAR solutions (either software alone, or turnkey (hardware/software combinations)
are used to enable a wide variety of industries to quickly and efficiently convert key
documents and other image-based data into a library of stored files.
docSTAR solutions use sophisticated database management software and search
capabilities to streamline the process of quickly identifying and retrieving the stored files.
For example, users can define templates to assure that key information is tagged during
scanning or filing to maximize the ability to easily retrieve the right document when it is
needed.
How the Guide is Organized
The Core Technologies Technical Workbook is divided into seven major sections:
Section 1: Software Architecture
Section 2: Database Design
Section 3: Systems & Accessories
Section 4: Implementation Guidelines
Section 5: Networking Guidelines
Section 6: Technical Resources (Local, Online, and Phone)
Section 7: Technical Community (Tech Forum & Tech Talk Conference Calls)
Section 8: Preventative Maintenance Guidelines
Intended Audience
This study guide has been developed for use by service technicians to assist them in
their education in conjunction with successfully obtaining a v3.x Core Technologies
Certification and becoming a certified docSTAR Certified Technician (DCT).
Upon completion of the material in this Core Technologies Technical Workbook you will
be able to install, maintain, troubleshoot, and repair docSTAR solutions.
Once you have completed the Core Technologies Course, you will be required to
complete a certification exam to obtain a docSTAR Certified Technician (DCT)
designation.
docSTAR Core Technologies Workbook - v3eleven Page 1
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docSTAR Core Technologies Workbook - v3eleven
Section 1: Software Architecture
) This section will discuss the flow of data and software design of docSTAR software.
docSTAR Dataflow
To understand how docSTAR software operates it is important to understand how data
moves throughout the system. Below is a diagram that shows the data flow process on
a docSTAR Turnkey system.
Dataflow Process
The document is scanned/imported and a digital file is created/transferred.
c
d
The digital file is temporarily stored on the Two-Tier RAID1 Array (C:\, System
e
Partition) (if RAID1 is installed) or the System Hard Drive temporarily.
After docSTAR has processed the document, it is archived permanently
to the Two-Tier RAID1 Array (D:\, Data Partition) (if RAID1 is installed) and the
DVD-RAM Archive Volume.
In step c, the document is scanned or imported and a digital file is created/transferred.
If the document is scanned, then the digital image file will be in one of two
formats, either TIFF (.tif) or JPEG (.jpg). Both TIFF (Tagged Image File Format)
and JPEG (Joint Photographic Experts Group) files are compressed image file
formats that allow you to store the digital image file using the least amount of
space possible, this maximizes the number of documents that can be stored on
the storage media. TIFF is used when the digital image file is black and white
(bi-tonal) and JPEG is used when the digital image file is color or gray-scale (not
available on all scanners).
If the document is imported using docSTAR Print Import 5.0 a digital image file
will be created to represent the document. If the document is imported using
Native File Format Import (requires Native File Support core module) it will be
stored in its native file format (.doc, .xls, .ppt, etc.).
In step d, the digital file is stored temporarily on the Two-Tier RAID1 Array (C:\, System
Partition) (if RAID1 is installed) or System Hard Drive, where it may be read using OCR
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docSTAR Core Technologies Workbook - v3eleven
and/or annotated. When the image file is read using OCR and the Zone Destination is
set to ‘Add to Document Text’ in the Template, an associated ASCII text file (.txt) of the
same name is created. Also, if the image file is annotated, the image file itself is not
altered; instead, an annotation file (.art) is created as well.
In step e, once docSTAR has processed the document, the digital file and all
associated files are archived to both the Two-Tier RAID1 Array (D:\, Data Partition) (if
RAID1 is installed) and the DVD-RAM Archive Volume.
docSTAR Software Architecture
The architecture of docSTAR software is modular; meaning it relies on many different
executable files (.exe), custom controls (.ocx), and dynamic link libraries (.dll), just to
mention a few. This is the main reason why we recommend that no other non-docSTAR
authorized software be installed on a docSTAR system if at all possible. Below is a
diagram that shows the core components and their function within docSTAR Software. It
is the conceptual design of the docSTAR 3ten Client-Server software, client connectivity.
docSTAR
Web
Browser
Interface
(Thin Client)
docSTAR Client
Service
(DSClientService.exe)
Or
(DSClsvc.exe)
(Thick Client)
docSTAR Client
Application
(DSClient.exe)
Internet
Internet
Internet
docSTAR
Web
Browser
Interface
(Thin Client)
docSTAR Client
Application
(DSClient.exe)
docSTAR
WebView/IA/
Webworks
Modules
LAN
LAN
MS SQL
Server
Database
LAN
docSTAR Client
Service
(DSClientService.exe)
Or
(DSClsvc.exe)
(Thick Client)
docSTAR Client
Application
(DSClient.exe)
docSTAR Client
Service
(DSClientServic
e.exe) or
(DSClsvc.exe)
docSTAR
NetConnect
Module
MS Internet
Information
Services
(IIS)
docSTAR Host
Service
(DSHostsv.exe)
or (DSHost.exe)
Image Data
Storage Area
docSTAR
Imaging Service
(ImagingService
Host.exe)
docSTAR
Administration
Application
(DSAdmin.exe)
docSTAR Host System
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Major Component
MS SQL Server
2008 R2 DB
Engine
Document Data
Storage Area
docSTAR Host
Service Application
Function
Microsoft Client-Server Database Engine protects the document meta
data (document properties and index data) database from possible
sources of corruption by not allowing clients to share or ‘get into’ the
database. Client requests are submitted to the Database Engine, they are
processed and data is sent back to the client.
Primary Document Data Storage Area is either RAID (if installed) or DVDRAM Drive. In Two-Tier configuration, documents are stored to both
simultaneously when filed.
Performs all docSTAR Host Functions (every 2 minutes), such as:
• Indexing
• Filing (Archiving)
• Importing
• Alert Processing
• Automated Backup (once nightly)
DSHostsv.exe- Windows docSTAR Host Service (runs in background).
DSHost.exe- GUI (Graphical User Interface) version of Host Service
program visible in the system tray (star icon) when minimized. Used for
troubleshooting purposes.
docSTAR Client
Service Application
Processes documents submitted for scheduled ADP processing from a
scan station and local auto-importing.
DSClientService.exe- Windows docSTAR Client Service (runs in
background) that launches DSClsvc.exe service application so that client
service can run even if a user is not logged into windows.
DSClsvc.exe- When launched by DSClientService.exe, there is no visible
user interface. When launched by a user, a GUI (Graphical User
Interface) version of Client Service program is run. The GUI version is
typically used for troubleshooting purposes.
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docSTAR Core Technologies Workbook - v3eleven
docSTAR Imaging
Service
Processes requests for thumbnails and document previews from
docSTAR client.
docSTAR
Administration
Application
DSAdmin.exe – Administration program to setup, maintain, and exchange
documents between docSTAR Host Systems. Note: The Administration
program only runs on the docSTAR Host System.
docSTAR Client
Application
DSClient.exe – The docSTAR User Interface for clients to scan, retrieve,
view, file, print, e-mail, fax and export.
docSTAR
NetConnect
Module
Optional Add-On Module, requires a docSTAR host system with a
Windows Server operating system. Allows a docSTAR Host System to
work with Microsoft Internet Information Services to provide connectivity to
Internet docSTAR Clients (that have docSTAR Client software installed on
their machine).
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docSTAR WebView
Module
Optional Add-On Module, requires a docSTAR host system with a
Windows Server operating system. Allows a docSTAR Host System to
work with Microsoft Internet Information Services to provide view-only
connectivity to Internet docSTAR Clients (that view documents through a
browser window, no docSTAR software needs to be loaded). Well suited
toward public access applications.
docSTAR
WebWorks Module
WebWorks provides the ability to search for and view documents contained within
the docSTAR system. In addition, WebWorks also allows for viewing of Inbox
documents, updating document data, and acquiring (scanning and importing) new
documents.
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docSTAR Core Technologies Workbook - v3eleven
docSTAR Modular Software Design
docSTAR Module
1. Operating System (MS
Windows
XP/Vista/7/Server 2003/
Server 2008 R1/Server
2008 R2)
2. Pixel Translations ISIS
Driver
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Function
The Operating System establishes basic communication
with the CPU, peripherals, and the network. Can be MS
Windows XP/Vista/7/Server 2003/Server 2008 R1/Server
2008 R2. Can also be installed in either 32-bit or 64-bit.
The ISIS (Image & Scanner Interface Specification)
driver is used to scan image files directly using docSTAR
(Scanner Manufacturer provides driver for each model,
note that not all scanners include an ISIS driver and it
must be determined beforehand whether or not a 32-bit
vs 64-bit ISIS driver is available depending on the
Operating system installation being used).
docSTAR Core Technologies Workbook - v3eleven
3. Accusoft Image Gear 16
Toolkit
4. Nuance OminiPage 16
SDK OCR Engine
5. dtSearch Full Text Index
Toolkit
6. MS SQL Server 2008 R2
Database Engine
7. ZetaFax 2010 Comms
Engine Fax Server
Software
8. Optional docSTAR
Software
The Accusoft Image Gear 16 Toolkit is used during the
‘Fix‘ process, to enhance the image file (despeckle,
deskew, etc.). It is also used to view, print, and annotate
image documents. Note: Native File Module uses
Oracle Stellent Outside-In Viewer for viewing Native
Files within docSTAR.
The Nuance OminiPage 16 SDK OCR (Optical Character
Recognition) Engine Toolkit is used during the ‘OCR’
process to extract ASCII text from the image file for
indexing purposes.
The dtSearch Full Text Index toolkit is used in
conjunction with the MS SQL Server 2008 R2 ClientServer Database Engine to produce the Filing & Indexing
System.
The docSTAR UX (User Experience) w/MS SQL Server
Client-Server Database Engine make up the core of
docSTAR software. Most actions that take place in
docSTAR software are due to the docSTAR UX and the
SQL Server Database Engine.
Used for sending/receiving faxes out of/into docSTAR.
Allows the customer to add more functionality to their
docSTAR system as needed or desired.
docSTAR Filing & Retrieving System
To understand the docSTAR system of filing and retrieving, it is important to define filing
and retrieving. In a docSTAR system filing is the process of storing unique information
about a document in such a way that it will facilitate quick retrieval of the same
document at a later date. Retrieving is the process of using unique document
information to find a document that was filed on an earlier date.
The docSTAR system of filing and retrieving is a two-part system. The first part is the
core of a docSTAR system: the docSTAR database. The docSTAR Database is one of
the databases found in the MS SQL Server 2008 R2 Database Engine.
DOCSTAR_DATA.MDF is the actual filename of the docSTAR Database.
DOCSTAR_DATA.MDF can be found in the database folder C:\Program Files\Microsoft
SQL Server\MSSQL\DATA (or C:\MSSQL7\DATA if this system had been upgraded
from prior versions of docSTAR). The second part is the Full-Text Index, DtSearch
Index. A number of files make up the Full-Text Index, they are all in the MAINIDX folder
(C:\DOCSTAR\DATABASE\MAINIDX).
Note: Do not move any of the MS SQL Server 2008 R2 Database files. Doing so may
corrupt the database. Follow proper procedures for backing up and restoring the
database.
What is a Database?
A database is a collection of information related to a particular subject or purpose, such
as tracking stored documents. A database may contain one or more tables. A table is a
collection of data about a specific topic. Tables organize data into columns (fields) and
rows (records). Fields are part of the structure of a table; while records are the actual
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docSTAR Core Technologies Workbook - v3eleven
data that fills in the fields along the row. Using a separate table for each topic allows
you to store that data once but reference it many times from other tables within the
database. Each table has its own index or indices. An index is a database feature that
speeds up searching and sorting in a table. However, this is not to be confused with the
dtSearch Index Full Text Index, which is not inside the database. Each table may have
a primary key. A primary key is one or more fields in a table, which uniquely identify
each record in a table. The primary key of a table is automatically indexed. Fields
whose data type is Memo, Hyperlink, or OLE can’t be indexed.
What is the dtSearch Index Full-Text Index?
The dtSearch Index Full-Text Index is basically an alpha-numeric listing of words, built
from the document title, keywords, custom fields (if selected as ‘Include in Document
Text’ in the Template), and OCR generated text (if the destination of the OCR text was
set as ‘Add to Document Text’ in the template), that were found in the documents that
have been scanned and filed in a docSTAR. These words have a pointer associated
with them. The pointer is actually the document number (DOCID) that these words were
seen in. The pointer allows the search engine to very quickly locate documents that
contain these words in the docSTAR database without performing a database search,
which can be very lengthy as the database grows in size.
The index or indices for each table in the database, which was described earlier in the
database section, should not be confused with the Full-Text Index used in docSTAR.
The Full-Text Index (dtSearch Index) used in docSTAR is not found inside the database.
The Full-Text Index is located in the C:\DOCSTAR\DATABASE\MAINIDX directory and
is comprised of a number of files. There is no utility to view or edit the Full-Text Index.
The relationship between the database and the full-text index can be seen below.
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docSTAR Administration & Initialization files
¾ docSTAR Administration Program (DSAdmin.exe)
The docSTAR administration program is used to set up, maintain, and exchange
documents between docSTAR Host Systems.
The Administration Program (only runs on the docSTAR Host System) options directly
access the database, access the Hardware Key, allow you to start/stop the docSTAR
Host Service (Win 2000 Systems) and represent data that is found in the docSTAR Host
Initialization files DSHost.ini (C:\WINDOWS or C:\WINNT) and Shared.ini
(C:\DOCSTAR\DATABASE directory). This means that if you see any unusual settings
or missing information, you may have a corrupted or missing DSHost.ini or Shared.ini
file. You may view sample DSHost.ini and Shared.ini files and compare them to the
docSTAR Administration window. See Appendix A & Appendix B.
In addition to DSHost.ini and Shared.ini, the docSTAR Client Initialization file
docSTAR.ini (C:\WINDOWS or C:\WINNT) stores the station settings and User
Preferences. See Appendix C.
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docSTAR Core Technologies Workbook - v3eleven
docSTAR File Locations
The following general file location list should give you a good idea of the locations of
some common files and programs in the docSTAR system.
C:\DOCSTAR -DISKDUPE.EXE (Disk Duplication Software)
|
DOCSTAR.INI (docSTAR Station Settings and User Preferences),
|
DSADMIN.EXE (docSTAR Administration Application)
|
DSCLIENT.EXE (docSTAR Client Application)
|
DSCLIENTSERVICE.EXE (docSTAR Client Service Application)
|
DSCLSV.EXE (docSTAR Client Service Application)
|
DSCLSVC.EXE (docSTAR Client Service Desktop Application)
|
DSHOST.EXE (docSTAR Host Service Desktop Application)
|
DSHOST.INI (docSTAR Host Service Initialization file)
|
DSHOSTSV.EXE (docSTAR Host Service Application)
|
FAXCOVER.TIF (docSTAR Fax Cover Page)
|
FAXMGR.EXE (Fax Manager Application)
|
FAXSERVE.EXE (Fax Server Application)
|
IMAGINGHOSTSERVICE.EXE (docSTAR Imaging Svc Application)
|
UNWISE.EXE (docSTAR Uninstall Program)
|
|_\CONTROL- Default dtSearch Index files (To Initialize the Full-Text Index)
|
|_\DATABASE - SHARED.INI (docSTAR Host System Settings)
|
|
|
|_\ERRORLOG - [COMPUTER NAME]-HOST.TXT (Host Error Log)
|
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[COMPUTER NAME].TXT (Client Error Log)
|
|
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|_\MAINIDX - Current dtSearch Index files (Current Full Text Index)
|
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|_\SETUP - docSTAR Setup files
|
|_\DRAGDROP - (Temporary storage of files dragged & dropped for import)
|
|_\FAVORITES - (Storage of favorite link .XML files)
|
|_\INBOX - ****** (See docSTAR File Movement section)
|
|_\OFFICE - (Temporary storage of files imported from MS Office plugin)
|
|_\SCAN - Temporary Scanning Directory (files are then transferred to Inbox
|
directory)
|_\SCANBATCH – Temporary Scanning Directory for ADP queue documents
|
|_\TECHDISK - DSTECHUTIL.EXE (docSTAR Technician Utility Console)
The rest of the programs listed below can be accessed from the
DSTECHUTIL.EXE console application (as well as other utilities).
ANTCONV.EXE (v3eleven Annotation Conversion Utility)
ANTRECOVER.EXE (v3eleven Annotation Recovery Utility)
CLICONFG.EXE (MSDE Client Configuration Application)
CONCHECK.EXE (Network Communication Check Utility)
DSINDEXCHECK.EXE (docSTAR Index Checking Utility)
DSNETINF.EXE (docSTAR Network Client Test Utility)
SVRNETCN.EXE (MSDE Server Configuration Application)
WINSQL.EXE (MSDE Database SQL Query Utility)
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C:\Program Files\Microsoft SQL Server\MSSQL
|
DO NOT MOVE ANY OF THE FILES IN THIS DIRECTORY
|_ \DATA DOCSTAR_DATA.MDF
(docSTAR Database)
DOCSTAR_LOG.LDF
(Log file for docSTAR Database)
MASTER.MDF
(MS SQL MASTER database)
MODEL.MDF
(MS SQL Supporting database)
MSDBDATA.MDF
(MS SQL Supporting database)
Note: On systems that were upgraded
from a previous version of docSTAR,
these files will all be located in the
C:\MSSQL7\Data directory.
C:\WINDOWS |
|____\PIXTRAN - Current Scanner’s ISIS Driver files
(.pxw files are 16-bit and .pxn files are 32-bit)
Note: The docSTAR error log files are usually the best place to find information about
errors that have been or are occurring on a docSTAR System or its client stations. As
shown
above
these
error
log
files
can
be
found
in
the
C:\DOCSTAR\DATABASE\ERRORLOG directory. There is one Host error log file
[docSTAR HOST COMPUTER NAME]-HOST.TXT, see Appendix D for a sample file.
There is also an error log file for each client station, including the Host, [COMPUTER
NAME].TXT, see Appendix E, for a sample file.
docSTAR File Movement
Scanning or Importing using Print Import 5.0 (requires optional
software)
When scanning or importing (using Print Import 5.0) documents, docSTAR creates
digital image files (.tif, .jpg, or .pdf) for every page scanned or document imported. The
digital image files are created on the hard drive first, then text (.txt) and annotation (.art)
files may be created afterwards (as a result of OCR processing in templates or
annotations).
Importing Native Files (requires Native File Support core module
or bundle)
When importing files using the Native File import option, docSTAR imports Native Files
(except .tif, .jpg, .dcx, .pcx, .bmp which are treated as image files and kept/converted
as .tif or .jpg as determined by Administration program ‘File Types’ option) and stores
them in their native file format. The native files are created on the hard drive first, along
with a .dst (docSTAR tag-includes AuthentiDate tag) and a text (.txn) file is created (will
contain text of the native file as a result of the OCR/Text Extraction processing in
templates). Only image files and .pdf’s may be annotated creating an additional
annotation (.art) file.
docSTAR File Movement explained
Every document that is created in docSTAR is numbered using a unique sequential
number. In docSTAR, that sequential number is called the DOCID. The DOCID is a
field (ldocid_) in the Document table (tblDocument) of the docSTAR database. Even if
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the document is deleted, the DOCID will not be used again. The last 2 digits of the
DOCID will determine which numbered directory the document will be stored in.
docSTAR only uses numbered directories from 0-99 for storage. It will re-use directories
once it reaches the 99th directory.
Every image file (.tif for b&w .jpg for color and grayscale) created in the system is
named using a unique sequential number of the format xxxxxxxx.yyy. Every native file
created in the system is named also using a unique sequential number of the format
Nx.y. This means that every document scanned/imported has its own unique
sequentially numbered file name. Even if a document is deleted, the names will not be
used again.
When an image template zone uses OCR, with Destination set to ‘Add to Document
Text’, a text file (.txt) file is created for each page (individual image file) that used that
zone. When an image document is annotated, an annotation file (.art) is created for
each page that was annotated. When a native template zone uses OCR/Text Extraction,
with Destination set to ‘Add to Document Text’, a text file (.txn) is populated with the
extracted text of the document. When a .pdf is annotated, an annotation file (.art) is
created for each page that was annotated. The image/native files and every associated
file (.txt, .txn , .dst, and .art) all move together from that point forward. When filing a
document permanently all associated files will move to the permanent storage location.
If using Two-Tier storage, then the files will be moved to both the RAID device (for
retrievals) AND the DVD-RAM/R device (for off-site storage). If no Two-Tier device is
present, then the files will be moved to the DVD-RAM/R device only (for both retrieval
and duplicates must be made for off-site storage).
Read the questions below and try to answer them on the following diagram, use a pencil
or write very lightly, then read on.
1. What will happen when you scan the 100th document (a 2 page color document)?
2. What will happen if you run a template that includes OCR with the destination set
to ‘Add to Document Text’ for documents #2 and #99?
3. What will happen if you annotate page 2 of document #2 and page 2 of
document #99?
4. What will happen if you import the 101st document, a 7 page PDF document?
5. What will happen if you run a template that includes ‘OCR/Text Extract’ with the
destination set to ‘Add to Document Text’ for document #101?
6. What will happen if you file documents #2, #99, and #101 permanently?
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DOCID is a
field in the
Document
table of the
docSTAR
Database
DOCID
#1
(2 page b&w)
#2
(3 page color)
#97
(1 page b&w)
#98
(1 page color)
#99
(2 page b&w)
(If Two-Tier Storage is used,
otherwise E:\ARCHIVE
becomes D:\ARCHIVE)
C:\DOCSTAR\INBOX
|
|______\00000000
|
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|______\00000001
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00000001.TIF
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00000002.TIF
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|______\00000002
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00000003.JPG
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00000004.JPG
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00000005.JPG
.
.
.
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|______\00000097
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00000120.TIF
|
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|______\00000098
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00000121.JPG
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|______\00000099
00000122.TIF
D:\DOCS\VOLUME_0.001\ARCHIVE
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docSTAR Core Technologies Workbook - v3eleven
Section 2: Database Design
) This section will discuss the design of the docSTAR database.
docSTAR Database Design
docSTAR v3eleven uses the Microsoft SQL Server 2005 database system. MS SQL
Server 2008 R2 is a client-server database management system. Client-server
database engines manage read-write operations to the database. This means that all
clients making requests of the database submit their request to the client-server
database engine, the database engine processes the request and responds with the
requested data or an acknowledgement.
The requests and responses that are communicated back and forth between the clients
and the server are sent via ADO/OLEDB calls. ADO/OLEDB is a universal data access
layer that allows any ADO/OLEDB client to communicate with any ADO/OLEDB
Database Management System (DBMS). To communicate with an ADO/OLEDB DBMS
a client computer must have the ADO/OLEDB drivers installed on it first. There are two
types of tables in docSTAR, Storage tables and Queue tables. Below is a listing, by
table type, of each of the major tables and their function in docSTAR. There are
additional tables associated with more advanced features and optional modules.
Storage Tables (Tables which store information indefinitely)
tblAUDIT
Stores audit trail logs.
tblCLASS
Stores information about security classifications.
tblCFD_[NAME]
Stores specific custom field data for each document, a
tblCFD_[NAME] table will be created for each new custom field
created.
tblCUSTOMFIELD Stores settings for each custom field.
tblCUSTOMPROCESS
tblDOCUMENT
Stores information about documents. The fields of this table are
visible in the ‘Document Fields’ section of the Retrieve window
(Fields with an underscore are only visible in ‘docSTAR Service
Mode’).
tblHIERARCHY
Stores information about the folder structure hierarchy found in the
‘Browse’ window.
tblKEYWORDS
Stores the keywords for documents.
tblLICVOLUME
Stores scanning/importing volume information for page statistics.
tblMESSAGE
Stores predefined messages uses with broadcast and startup
messages.
tblMISCDATA
Stores version history and entries in the event log.
tblORIGIN
Stores information about the different docSTAR host sources of
imported documents.
tblPAGE
Stores information about the individual pages of a document.
tblPAGEFIX
Stores template page fixing settings.
tblPHONE
Stores the fax address book.
tblRIGHTS
Stores information about rights for each user in each security
classification.
tblSCANSETTING Stores template scanner settings.
tblSTATIONS
Stores information about stations that have logged into this
docSTAR.
tblTEMPLATE
Stores template settings.
tblTEMPLATEFIELD Stores template relationship information for custom fields.
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tblUSER
Stores information about the different user ids known to this
docSTAR.
tblUSERFILEPREFS
Stores user filing preferences.
tblUSERRETRIEVEPREFS Stores user retrieval preferences.
tblUSERSCANPREFS
Stores user scanning preferences.
tblUSERSENDTOPREFS
Stores user send to preferences (printing, faxing, etc.)
tblVOLUME
Stores information about the different archive volumes known to
this docSTAR.
tblZONE
Stores zone settings for templates.
Queue/Temporary Tables (Tables which act as a queue or provide temporary data)
tblALERTS
Acts as a queue for processing Alerts.
tblBROADCAST
Acts as a queue for processing ‘Client Activity’ message
broadcasts and other actions.
tblCOMPLETE
Acts as a queue for the deferred archiving of documents*.
tblDIRTYTAGS
Acts as a queue for archived documents, which require updates to
the title, keywords, security class, and page rotation tags.
tblINBOX
Acts as a queue for documents to be processed* which were
scanned as ‘file later’ or rejected by automatic filing due to the
maximum uncertainty rate.
tblNDEX
Acts as a queue for the deferred filing of documents*.
tblLOCKS
Acts as a document safeguard.
Prevents mishandling of
documents.
tblPOSTSCAN
Acts as a queue for the processing of documents submitted to the
Automated Document Preparation (ADP) Queue.
tblREVIEW
Acts as a queue for documents to be reviewed before being
archived*, dependent on settings in the administration program.
tblUNCERTAIN
Acts as a temporary storage space for uncertainties found in a
document that may be reviewed before being completed from the
review box.
tblUCRxxxxxxxx
Acts as a quick reference for user rights to a particular class.
tblUNINDEX
Acts as a queue for the removal of index information from the FullText Index.
The docSTAR provided software tool WINSQL.EXE (in the C:\DOCSTAR\TECHDISK
directory) allows you to view the database structure and data within it by selecting the
‘Catalog’ feature. WINSQL.EXE also allows you to run SQL Statements on the
database to modify data in the database (when necessary to correct an issue). It is
recommended that if you are not comfortable with database manipulation and the
precautions necessary that all repairs requiring database manipulation be done
while docSTAR Tech Support is assisting you via telephone.
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docSTAR Database Backup/Restore Process
The Backup Process
Every night at 2:01 AM docSTAR backs up the docSTAR Database
(DOCSTAR_DATA.MDF) the MSDE/SQL databases (MASTER.MDF, MODEL.MDF,
MSDBDATA.MDF), the Full Text Index (MAINIDX folder), the docSTAR Station settings
file (DOCSTAR.INI), the docSTAR Host Service Initialization file (DSHOST.INI), and the
Host/System settings file (SHARED.INI). The docSTAR Host Service must be running
for the backup to take place. If docSTAR was not able to perform the backup at the
proper time, then it will perform the backup the next time the docSTAR Host Service is
started. By default, docSTAR maintains 2 (this can be modified in the administration
program) backup sets on the Archive (DVD-RAM) Media. The 2 backups are for the 2
consecutive nights prior to the present time. After 2 backups have been completed the
following directories and files will be seen on the Archive (DVD-RAM) Media.
E:\ BACKUP
(D:\BACKUP if Two-Tier Storage is not used)
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(1 backup of MSDE/SQL databases)
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(2 backup of MSDE/SQL databases)
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(1 backup of Full Text Index)
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(2 backup of Full Text Index)
Backing up the docSTAR database manually
You will not be able to backup any of the MS SQL or docSTAR databases by simply
copying the files from the C:\MSSQL7\DATA directory. You must use the backup
procedure in the docSTAR Administration program to perform a manual backup.
The Restore Process
There are several ways to restore database information, as well as image data, to a
docSTAR system. The following three methods can be used under the given
circumstances.
Database Restore Method 1: Restores the MSDB, MODEL, and DOCSTAR databases to a running
MSDE/SQL Server Instance. Use this method to restore the DOCSTAR database to an existing
system if the system is running but the DOCSTAR database is not functioning.
1. From the docSTAR Administration Program, left-click the ‘Backup/Restore’ button. From
the Backup/Restore window left-click ‘Restore.’ This will restore the last backup of the
MSDB, MODEL, and DOCSTAR databases.
Database Restore Method 2: Restores the DOCSTAR database to a blank MSDE/SQL Server
instance. Use this method to restore the DOCSTAR database backup file (DOCSTAR.BAK) to a new
system or upgrade system. You can also use this method to completely restore a non-functioning
MSDE/SQL Server instance or an instance of MSDE/SQL Server that will not restore by method 1.
You will have to completely uninstall MSDE/SQL Server, manually delete the C:\MSSQL7 and the
\DATA folder where MASTER.MDF is located, if it is not in the C:\MSSQL7\DATA folder. You can use
Windows Explorer to search for the location of MASTER.MDF.
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Please Note: Be sure that you have a valid backup of the DOCSTAR database (DOCSTAR.BAK) before
you delete the C:\MSSQL7 folder. Otherwise, it is possible to take an existing DOCSTAR_DATA.MDF
file and DOCSTAR_LOG.LDF file to restore the docSTAR database, see ‘Database Restore Method 3’.
1. Once the new/re-installed instance of MSDE/SQL Server and docSTAR are running (all
databases are empty at this time), close all open programs and stop the DOCSTAR Host
Service from the Administration Program. Note: Do not stop the MSDE/SQL Server
Service.
2. Launch WinSQL.EXE from the C:\DOCSTAR\TECHDISK directory. Login as ‘sa’ with the
appropriate password (either blank or ‘spudspud’).
3. Enter the SQL Statement below to change the database context to MASTER and drop
the current (empty) DOCSTAR database. Press the green arrow to run the statement.
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The text above reads:
USE MASTER
DROP DATABASE DOCSTAR
The following result will be displayed.
4. Enter and run the SQL Statement below to restore the DOCSTAR database from the
backup media. Note: Modify the statement below to reflect the proper drive letter and
most current backup file.
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The text above reads:
RESTORE DATABASE DOCSTAR FROM DISK=’E:\BACKUP\DOCSTAR2.BAK’
The following result will be displayed.
5. Enter and run the SQL statement below to change the database context back to
DOCSTAR.
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The text above reads:
USE DOCSTAR
The following result will be displayed.
6. Enter and run the SQL statement below to correct the ‘dsuser’ account.
The text above reads:
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sp_change_users_login ‘Update_one’, ‘dsuser’, ‘dsuser’
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The following result may be displayed. The number of orphaned users fixed may also be 0 or it may
not even display a number and just indicate that the command completed successfully.
7. The DOCSTAR database should now be restored. Please remember to also restore the
corresponding MAINIDX folder, SHARED.INI, DOCSTAR.INI, DSHOST.INI, and image files
to the appropriate locations (if necessary). Note: If you are restoring to a newer version
of DOCSTAR, you will have to re-run the docSTAR setup program to make necessary
adjustments to the database and INI files.
Database Restore Method 3: Restores the DOCSTAR database to a blank MSDE/SQL Server
instance. Use this method to restore the DOCSTAR database to a new system or upgrade system
when there is not a valid backup of the docSTAR database file (DOCSTAR.BAK) but there is a copy of
the original database file (DOCSTAR_DATA.MDF) and database log file (DOCSTAR_LOG.LDF). You
can also use this method to completely restore a non-functioning MSDE/SQL Server instance or an
instance of MSDE/SQL Server that will not restore by method 1 or 2. You will have to completely
uninstall MSDE/SQL Server, manually delete the C:\MSSQL7 and the \DATA folder where
MASTER.MDF is located, if it is not in the C:\MSSQL7\DATA folder. You can use Windows Explorer to
search for the location of MASTER.MDF.
Please Note: Be sure that you have a valid DOCSTAR database file (DOCSTAR_DATA.MDF) and a
valid matching log file (DOCSTAR_LOG.LDF) before you delete the C:\MSSQL7 folder.
1. Once the new/re-installed instance of MSDE/SQL Server and docSTAR are running (all
databases are empty at this time), close all open programs and stop the DOCSTAR Host
Service from the Administration Program. Note: Do not stop the MSDE/SQL Server
Service.
2. Launch WinSQL.EXE from the C:\DOCSTAR\TECHDISK directory. Login as ‘sa’ with the
appropriate password (either blank or ‘spudspud’).
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3. Enter the SQL Statement below to change the database context to MASTER and drop
the current (empty) DOCSTAR database. Press the green arrow to run the statement.
The text above reads:
USE MASTER
DROP DATABASE DOCSTAR
The following result will be displayed.
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4. Enter and run the SQL Statement below to restore the DOCSTAR_DATA.MDF file. Note:
Be sure to place the DOCSTAR_DATA.MDF AND the DOCSTAR_LOG.LDF files in the
C:\MSSQL7\DATA directory.
The text above reads:
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USE MASTER
CREATE DATABASE DOCSTAR
ON PRIMARY (FILENAME=’C:\MSSQL7\DATA\DOCSTAR_DATA.MDF’)
FOR ATTACH
docSTAR Core Technologies Workbook - v3eleven
The following result will be displayed.
5. Enter and run the SQL statement below to change the database context back to
DOCSTAR.
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The text above reads:
USE DOCSTAR
The following result will be displayed.
6. Enter and run the SQL statement below to correct the ‘dsuser’ account.
The text above reads:
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sp_change_users_login ‘Update_one’, ‘dsuser’, ‘dsuser’
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The following result may be displayed. The number of orphaned users fixed may also be 0 or it may
not even display a number and just indicate that the command completed successfully.
7. The DOCSTAR database should now be restored. Please remember to also restore the
corresponding MAINIDX folder, SHARED.INI, DOCSTAR.INI, DSHOST.INI, and image files
to the appropriate locations (if necessary). Note: If you are restoring to a newer version
of DOCSTAR, you will have to re-run the docSTAR setup program to make necessary
adjustments to the database and INI files.
Has your database been restored successfully and can you access your
documents normally?______________________________
Briefly describe the steps you took:
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Section 3: Systems and Accessories
) This section will discuss the systems and accessories available for docSTAR.
docSTAR offers each system as either a turnkey system, or as a software only model.
Each docSTAR Series 3 turnkey system includes a docSTAR CPU with docSTAR
v3eleven software pre-loaded, a keyboard, and a mouse. docSTAR Partners provide
the scanner and monitor.
docSTAR System offerings:
Basic Products
All of our basic products are core docSTAR system offerings.
docSTAR CP
docSTAR CP is a unique member of the docSTAR line designed specifically for use with
Multifunction Products (MFPs) and digital copiers. It uses the MS SQL Server 2008 R2
Express Edition database and supports up to 10 concurrent users. Many of the features
described in this Reference are available only through an upgrade to docSTAR EP. The
docSTAR CP Owner’s Manual contains information specific to this product.
docSTAR EP
The EP model uses the MS SQL Server 2008 R2 Express Edition database and
supports up to 10 concurrent users. Two tier storage capability is optional; it allows
docSTAR to automatically record documents to two devices—often a RAID subsystem
and a writable optical disk.
docSTAR SPX
Support for more than 10 concurrent users requires docSTAR SPX. It includes the MS
SQL Server 2008 R2 Workgroup Edition database. Two tier storage capability is
optional; it allows docSTAR to automatically record documents to two devices—often a
RAID subsystem and a writable optical disk.
Bundled Products
All of our basic products are available with a set of common modules—described below
in docSTAR Common Modules—as part of a “bundled product”.
Workgroup Pro
This model includes a set of modules with the docSTAR EP. It uses the MS SQL Server
2008 R2 Express Edition database and has support up to 10 concurrent users. The
docSTAR Workgroup Pro includes Two Tier storage.
Enterprise
Building upon docSTAR SPX, docSTAR Enterprise is our premium model incorporating
all common modules and includes MS SQL Server 2008 R2 Workgroup Edition. The
docSTAR Enterprise includes Two Tier storage.
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Legacy Products:
docSTAR Essential Edition
The Essential Edition was developed specifically to be affordable to small offices, but it
included many limitations. With version 3.7, docSTAR distributed free upgrades of these
models to the more expandable docSTAR EP. As of version 3.8, support for Essential
has been removed from many aspects of the product. If somehow you still have an
Essential Edition product and have not yet received your docSTAR EP upgrade license,
contact docSTAR or your reseller.
docSTAR SP
docSTAR SP took the docSTAR EP and substituted Microsoft’s SQL Server Workgroup
Edition for MSDE to achieve excellent performance for higher volumes and more users.
However, it was limited to fifteen concurrent users to keep it economical for small to midsized offices. With docSTAR 3ten, this limitation and model was deemed unnecessary,
for this reason it was discontinued but support for users of this model continues.
Departmental
Building on the docSTAR SP with the common modules, it included Microsoft’s SQL
Server 2005 Workgroup Edition, but was also limited to a maximum of fifteen concurrent
users. With docSTAR 3ten, this limitation and model was deemed unnecessary, for this
reason it was discontinued but support for users of this model continues.
docSTAR Common Modules
Needs vary and docSTAR adjusts. Optional software components for docSTAR are
called Modules. These may be added at any time to add functionality to a system.
Many of docSTAR’s most common modules are available as part of bundled systems;
these are listed below, and for the most part are fully documented within the User’s
Reference Guide and/or the Administrator’s Guide. Other advanced modules, not
included in bundles, come with their own documentation and are described later in this
section.
Fax Services Powered by Zetafax® 2010
Fax output options are available under the Send To function with this module. They are
described in Chapter 7 of the User’s Reference Guide and in the Fax Services Guide.
Attaché
Attaché is a CD (or DVD) publishing module, which lets you distribute documents along
with a free viewing application to others. It is fully described in the Attaché Manual.
Annotation
Annotations allows you to “mark up” image and PDF documents without altering the
original. They are described in Chapter 8 of the User’s Reference Guide.
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Advanced Templates and OCR
Templates and their role in filing document conveniently and consistently are described
in Chapter 3 of the User’s Reference Guide. These capabilities are greatly expanded
with this module. This module is also required in order to use the Barcode or DataLink
modules and certain application-specific integration packages.
Access Management (Security)
Setting up user logins and restricting access to classified documents requires the
Access Management module. Security is described in Chapter 8 of the User’s
Reference Guide and in the Administrator’s Guide.
Audit Trail
The Audit Trail maintains a record of every time a document is “touched” and who did it.
This module requires Access Management. It is mentioned briefly in Chapter 6 of the
User’s Reference Guide, but complete info is located in the Administrator’s Guide.
Native Documents
The ability to store electronic files—such as word processor files, spreadsheets, and
emails—in their native format can be added with this module. Native documents are
referenced throughout the User’s Reference Guide.
Network Licenses
Each docSTAR system includes one full (scan, file, and view) license. Additional
licenses may be added for networked users up to the limits listed above. All network
licenses operate on a concurrent basis, meaning that the client software may be
installed and used on any number of workstations, but only the licensed number may
use the software at any moment.
The following four different types of licenses are available.
• WebUser - can only view documents using a web browser and docSTAR’s “thin
client” interface. This interface is available with either of two modules: WebView
or Integration Agent.
These modules are described in their respective
documentation. Note: WebWorks does not use WebUser Licenses it uses
RetrieveUser Licenses.
•
RetrieveUser - can view documents using the “thin client” or through docSTAR’s
full (“thick”) client software, as described in this Reference. RetrieveUser
licenses are not permitted to scan, open an Inbox, or file documents.
•
FileUser - may perform filing, as well as viewing of documents.
•
ScanUser - can scan, file, or view documents.
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docSTAR Advanced Modules
docSTAR Barcode Module
docSTAR Barcode is an optional software module that allows a docSTAR filing station to
read barcodes from documents scanned or electronically imported into docSTAR. The
barcodes can then be used to split documents, assign templates, and automatically
index documents. In addition, the barcode module will allow a user to create cover
sheets for scanning templates to speed document processing.
docSTAR Batch Import Module
Allows you to import an entire disk of standard multi-page image files (for multi-page
documents) or single page image files (for single page documents) as docSTAR
documents if there is a delimited text file which contains the document location on the
disk and the index information for the document (Title, Keywords, etc.). Batch Import is
generally used to convert other Imaging systems into docSTAR format.
docSTAR Packageworks Module
docSTAR Packageworks is an optional software module that allows your important
business documents, collected as part of a work process (e.g. Loan package), to be predefined, captured, routed, approved, and completed while being able to check current
status of the package in real-time at any point. This enables users to process work more
efficiently, faster and more accurately.
docSTAR COLD/ERM Module
docSTAR COLD/ERM is an optional software module that will allow a docSTAR system
to import COLD (Computer Output to Laser Disk) documents and automatically index the
documents based on pre-determined fields within the COLD document. This allows for
speedy, accurate, batch processing of large numbers of documents from COLD spooled
text files. The resulting docSTAR documents are stored as text rather than images
which saves a great deal of storage space. docSTAR COLD also allows a user to create
overlay files so that the documents look like actual printed documents (e.g. Invoices,
green bar reports, etc.).
docSTAR Dashboard and Reporting Module
docSTAR Dashboard and Reporting is an optional software module that is an essential
business tool, providing managers with a single source for real-time data from their
desktop. With Dashboard and Reporting ‘on-board’, a manager will always be aware of
workload levels of their staff, and can identify an emerging problem before it happens.
docSTAR DataLink Module
docSTAR DataLink is an optional software module that allows a docSTAR Host System
to extract or verify indexing information by connecting to an existing external database,
such as a Business Management Application that contains customer information. The
external database source must be able to export to a delimited text file or have an
ODBC/OLEDB driver and related information.
docSTAR IE Link Module
docSTAR IE Link facilitates integration with based applications. It does so by adding
custom context (right-click) menu items to Internet Explorer, version 6 or later. IE Link
can be configured to access data from anywhere within the loaded web page. With this
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data it can generate a cover page for filing or perform integrated retrieval, similar to
SmartLink.
docSTAR Integration Agent Module
docSTAR Integration Agent is an optional software module that allows a docSTAR
EP/Workgroup Pro (with Windows Server 2008 R2) or SPX/Enterprise Edition Host
System to integrate with 3rd party applications to provide seamless search functionality
within a 3rd party application. This allows users to be working within their main line-ofbusiness application and press a button within the application or a hotkey combination
and immediately view related docSTAR documents from a browser interface.
docSTAR NetConnect Module (Thick Client)
docSTAR NetConnect is an optional software module that allows a docSTAR
EP/Workgroup Pro (with Windows Server 2008 R2) or SPX/Enterprise Edition Host
System to become a docSTAR Web Imaging Server. Clients can connect, using
docSTAR View, View/File, or Scan Station software from remote locations using a HighSpeed Internet Connection.
docSTAR Records Management Module
docSTAR Records Management is an optional software module that addresses an
organization’s retention and document destruction requirements throughout their entire
life cycle – from creation to distribution, storage, retention, transfer, or destruction.
docSTAR SmartClick Module
docSTAR SmartClick is an optional software module that will work in conjunction with
other docSTAR integration tools (namely Integration Agent and SmartLink) to allow a
sequence of actions to be recorded into a ‘macro’ that can be initiated by pressing a
‘hotkey’.
docSTAR SmartLink Module
docSTAR SmartLink is an optional software module that will allow a docSTAR system to
capture on-screen data from a target application and passes it to Integration Agent to
retrieve or file documents. Note the significance of capturing on-screen data; this allows
SmartLink and Integration Agent to retrieve or file documents based on the current item
a user is working on.
docSTAR IE Link Module
docSTAR IE Link is an optional software module that will allow you to create integrations
with Internet Explorer browser based applications. This module allows you to create
powerful new integrations that were previously not possible through SmartClick &
SmartLink alone.
docSTAR WebWorks Module
docSTAR WebWorks allows remote and even local deployments of docSTAR to benefit
from the ability to do more work through the all-new WebWorks browser interface.
Modeled after the v3eleven user experience, this new interface will allow users to import,
scan, view, edit, download, print, and email documents. This allows larger environments
to make use of a self-sustaining browser client to perform simple importing and
scanning, simple editing, and simple management functions for a majority of their users
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while still allowing thick clients to be used for production scanning and template
processing functions where needed.
docSTAR WebView Module (Thin Client)
docSTAR WebView is an optional software module that allows a docSTAR
EP/Workgroup Pro (with Windows Server 2008 R2), Departmental or Enterprise
Edition Host System to become a docSTAR Web Imaging Server. Clients can view
documents using a standard web browser interface (no additional software needs to be
loaded on the client PC). Web browser clients can view documents over a High-Speed
Internet Connection or dial-up connection Internet connection.
docSTAR Full 2-way API
docSTARs Full 2-way API (Application Programming Interface) is a tool for software
developers to build custom applications around docSTAR such as reporting services,
workflow facilitators, or third party integrations of various kinds. It is accessible from a
wide range of development environments including Microsoft’s Visual Studio (.NET),
VBScript, classic ASP, etc. Any program that can access COM, .NET, or Web Service
components can use the API to read or update docSTAR data, upload or download
content, etc. Note: This tool requires a developer on staff or working with the
Partner. In addition, there is a special docSTAR certification process which will
ensure us that the individual is qualified to perform these functions.
Special Insurance Industry Integrations
docSTAR maintains a collection of Insurance Industry specific Integrations as optional
software modules that will allow a docSTAR system to integrate filing and retrieving
functions with an Insurance Agency Management System to allow for easier, faster, and
smarter filing and retrieving of documents between both systems. The current list of
special integrations available includes:
-TAM (The Agency Manager) from Applied Systems
-360 from AMS systems
-AfW (AMS for Windows) from AMS systems
-Instar from AMS systems
-Sagitta from AMS systems
*Note: If desired, docSTAR Professional Services are available to perform
installations for an additional charge. Please see the Directory of Professional
Services or speak to your Sales Engineer or the Professional Field Services
Manager.
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docSTAR Turnkey Systems
The following chart is a quick reference for available docSTAR Turnkey Systems and
features.
docSTAR Turnkey Systems
docSTAR
System
CP
EP
Workgroup
Pro Bundle
SPX
Enterprise
Bundle
Database
Management
System (DBMS)
MS SQL Server
2008 R2 (Express
Edition)
MS SQL Server
2008 R2 (Express
Edition)
MS SQL Server
2008 R2 (Express
Edition)
MS SQL Server
2008 R2
(Workgroup
Edition)
MS SQL Server
2008 R2
(Workgroup
Edition)
Operating
System
Number of
Concurrent
Users
TwoTier
Storage
System
CPU Case Style
Windows XP
Pro SP3
Up to 10
Optiona
l
Micro-Tower
Windows XP
Pro SP3
Up to 10
Optiona
l
Mid-Tower
Or Rack Mount
Windows XP
Professional
–orWindows
Server 2008
Up to 10
Yes
Mid-Tower
Or Rack Mount
MS Windows
Server 2008
Unlimited
Optiona
l
Convertible
Tower
MS Windows
Server 2008
Unlimited
Yes
Convertible
Tower
If the Reseller or Customer will be providing their own hardware, the following list of
minimum requirements must be satisfied to run docSTAR 3eleven. Please keep in mind,
although the minimum requirements may be satisfied, performance may not be
adequate depending on several factors.
docSTAR Host System Requirements
docSTAR System Requirements
Processor
RAM
Video
Image Storage
Recommended Hardware
Pentium 4 2.0GHz
1 GB or more
1024x768, 16-bit color
RAID with DVD-RAM or other off-site backup
medium
Operating Systems Supported, Host
CP, EP, and Workgroup Pro Models
XP SP2, Windows Server 2003, Windows Server
2008, Vista or Windows 7
32 or 64 bit versions
SPX and Enterprise Models
Windows Server 2003, Windows Server 2008
32 or 64 bit versions
All Models
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Operating Systems Supported, Client
XP SP3, Windows Server 2003, Windows Server
2008, Vista or Windows 7
32 or 64* bit versions
docSTAR Core Technologies Workbook - v3eleven
*64-bit operating systems require 64-bit scanner drivers, availability of which may be limited
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Section 4: Implementation Guidelines
) This section will cover basic implementation guidelines for successful
implementations and upgrades.
When planning for an implementation or an upgrade to an existing installation, prepare
an implementation plan that covers the basics.
Implementation Planning
To successfully plan for implementation, start by creating a timeline document that
highlights what activities will take place and when. A sample 30/60/90 day plan can be
found in Appendix G. Your 30/60/90 day plan will include providing the customer with
Connectivity and Integration surveys, samples found in Appendix H (with survey answer
explanation in Appendix I) and Appendix J. The plan will also include an installation
checklist, sample found in Appendix K.
Network Considerations
While Client-Server and Web Server applications typically need solid network
infrastructures for their operation, docSTAR relies even more heavily on a solid
performing network. As a document management application, on average docSTAR will
be transferring 50 KB image files, per single page, to and from the Host and Client
stations.
While a customer’s network infrastructure may have been adequate for their previous
needs, the addition of document management could require more of their network
infrastructure. Typically, a network performing well will be under 80% bandwidth
utilization on average, if the addition of document management needs pushes the
bandwidth utilization over this threshold collisions/errors will begin to occur resulting in
disconnects or network delays.
Since network communication is only as good as its weakest link, focusing on the
bottlenecks within a network will pay great dividends. The following is just a short list of
potential issues as an example:
1. The use of Hubs instead of Switches.
2. The use of hand-made (loose connections) and mixed cable ratings (CAT3 vs
CAT5 at any point in network connections).
3. The use of Wireless Network cards and Access Points resulting in dropped
network connections.
4. The consolidation of too many computers on one Router or Switch.
5. Improper configuration of DNS, DHCP, or other Networking fundamentals (see
Section 5: Networking Guidelines)
There are a variety of Windows tools, shareware utilities, and substantial Networking
analysis software applications available to help troubleshoot networking issues if
needed. Most of these can be found with a simple search on the Web. docSTAR
includes a network information utility as a basic tool (see Section 6: Technical
Resources).
Performance Considerations
The docSTAR Host system is often called upon to perform many functions for the
docSTAR document management system alone (DB Server, IIS Server, Fax Server,
Imaging Server, etc.) when combined with other functions or high volumes of document
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or user traffic, the system hardware may have trouble keeping up. There are ways to
improve the performance of any hardware platform with minimal investment all the way
up through substantial investment for even more performance. The two areas of
greatest impact are RAM and Hard drive speed. Typical systems have standard
amounts of RAM (about 2GB – 4GB) and usually 7200RPM hard drives. These both
can be improved at minimal cost in hardware.
Another area of improvement would be to look at separating roles off the docSTAR Host
system. Start by removing non-docSTAR related functions (Company Website, Intranet
site, Email Services, Line-of-Business application, etc.). If this is not enough, it is
possible to separate some docSTAR functions to other servers, such as the IIS and Fax
Services. This requires special configuration that docSTAR Technical Support may
assist with.
Anti-Virus Considerations
When Anti-Virus programs are in use on the docSTAR Host or Scan Stations,
performance may be considerably affected when even a medium volume of documents
is being scanned or imported. If performance issues arise, it is recommended that Virus
scanners be set to exclude the docSTAR directory and .TIF and .JPG files.
Backup Considerations
While docSTAR provides an automated nightly backup and Two-Tier storage, online
backup systems such as eclipse Rebound offer an automated off-site storage option that
is immediately accessible when needed. These should be considered for inclusion in a
complete Business Continuity plan.
docSTAR Software Considerations
Before any implementation or upgrade, be sure to review the latest docSTAR release
notes for the version of docSTAR you are working with. This will provide the latest
information about known and potential issues you may need to be aware of and make
appropriate plans to address, see Sample Release Notes in Appendix M. docSTAR
typically recommends only the use of official release builds of software unless the issue
that may be addressed by a beta build is of dire consequence warranting its use before
being made official.
Implementing Two-Tier Storage w/docSTAR
Two-Tier storage is a process whereby data is written to two separate media
simultaneously, usually an online media (RAID) and an archive media (DVD-RAM Disk).
However, two online media can be used and a customer’s existing backup systems can
be used to create off-site storage backups. In order for docSTAR to use Two-Tier
storage you must setup Two-Tier storage in the docSTAR Administration Program.
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First, you will have to install the Two-Tier/Large Media Storage license certificate
through the licensing button. (Note: see section titled ‘Technical Resources’ for
information about online licensing tools.)
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After the Storage license has been programmed into the licensing screen, select the
‘Host Setup’ button from the Administration program, and you will see the following
window:
Select the ‘Devices’ tab. If there were no RAID devices previously setup you will see the
following screen:
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Before installing a Two-Tier or Large Media device, the window should display one
device as the Archive device. The drive letter path for the Archive device, in the ‘Device’
column shown above, must correspond to the drive letter of the removable disk (i.e.
D:\ARCHIVE, where D:\ is the drive letter for the DVD-RAM drive).
When adding a Two-Tier or Large Media device to the system, the drive letters may
change, you will have to adjust the path of the existing Archive device to match the new
drive letter for the removable disk (i.e. D:\ARCHIVE will need to be changed to
E:\ARCHIVE where E:\ represents the new drive letter for the removable disk). Note:
To make this change you will have to create a new ‘Archive’ device with the
proper drive letter and then change the ‘Active’ Archive device from the
‘Archiving’ tab to the newly created device, then return to the ‘Devices’ tab and
delete the old device.
After installing a Two-Tier or Large Media device, you must add a new device in the
‘Devices’ tab. If the device is a Large Media device that is not connected to the
docSTAR Host directly you will need to make a drive letter mapping to the device on the
docSTAR Host only. To add the device, press the ‘New’ button and you will see the
following window.
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Select the drive letter of the drive to be used as your primary storage device. You will
see device information appear on the right. This is displayed automatically for you to
verify that you have selected the proper partition. Now, select ‘Yes’ from the Primary
device selection if this will be the primary retrieval tier (the ‘Device Path’ will be defaulted
to the standard docSTAR path (it is recommended that you do not change the default
path). The primary retrieval tier should usually be the faster magnetic (RAID/NAS/SAN)
tier.
After adding the device you will see two devices in the ‘Devices’ tab. You must now
configure the two devices to be used in docSTAR’s Two-Tier storage system.
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Select the ‘Archiving’ tab, you will see the following window.
Check the ‘Enable Two Tier’ checkbox and specify the ‘Primary Tier’ and then select the
‘Archive Tier’ (Archive/Removable Disk Device). Note: Only one Primary Tier device
may be specified at a time, this makes it the active Primary Tier device (the one
that is currently being written to and read from). However, docSTAR can still
retrieve documents from any device that is listed on the ‘Devices’ tab. The
Archive tier is only written to for backup purposes, but not read from.
After these settings have been made, Two-Tier/Large Media storage should be
operational. If you are configuring two magnetic tiers (RAID/NAS/SAN), you may
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remove the optical device from the list (as long as it is not currently selected as the
active archive device in the ‘Archiving’ tab’).
The folder structure of the RAID device is setup as follows:
Each archive volume that is created forces the creation of a folder under the ‘DOCS’
directory of a similar name. An archive volume named ‘VOLUME_0001’ would create a
volume folder named ‘Volume_0.001’. docSTAR creates the same 100 folder structure,
under the archive folder, on the volume folder as it does on the archive volume itself.
When an archive volume is filled, docSTAR stops storing documents in that volume
folder and starts storing documents in a new volume folder, which represents the new
archive volume. This can be seen below:
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Two-Tier Storage Utilities
Once the Two-Tier storage setup has been completed you may begin
using any of the provided Two-Tier storage utilities. Selecting the ‘TwoTier’ button from the administration program accesses the utilities. You
will see the following screen:
The four Two-Tier Utilities are outlined below:
Update Archive Disk:
This option allows you to copy the updated or new files from
RAID to the corresponding Archive Disk (usually image files that
have updated tags or new annotation files).
Recreate Archive Disk:
This option allows you to recreate an existing Archive Disk. (In
the event that the original archive disk is lost or damaged).
Move Primary Volume to Archive Disk:
This option allows you to free up space on the RAID device by
creating a copy of an archived volume to be used for retrieval
(the docSTAR database still maintains the document
information but will ask for the archive disk to be inserted when
necessary). The space for that volume is then reclaimed in the
RAID by deleting it from RAID. (In the event that the RAID
device becomes full and no additional RAID devices will be
attached).
Move Archived Volume to Primary:
This option allows you to add archived volumes to the RAID
device (usually used when RAID is installed for the first time or
being recreated).
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Section 5: Networking Guidelines
) This section will cover basic requirements for successfully networking the docSTAR
Host and Client stations.
The following networking information is provided as a review of basic networking
concepts. This section is not intended as a means of learning how to network for the
first time, as the topic of networking is enormous and requires a dedicated effort to
studying and understanding. There are portions of the following information that indicate
the related information to specific docSTAR networking issues.
The following requirements must be satisfied in order to successfully network the
docSTAR Host and its clients.
All machines that will be communicating with the docSTAR Host:
1. Must meet the minimum required hardware specifications.
2.
Must have the appropriate network hardware installed (network cards,
cables, hubs, routers, switches, etc.).
3.
Must be running MS Windows XP, Windows Server 2003, Windows Vista,
Windows Server 2008, Windows 7 operating system with appropriate
licensing. (docSTAR Enterprise installations will also require appropriate
SQL Server 2005 licensing).
4.
Must be able to resolve the docSTAR Host’s computer name on the network
(using DNS, WINS, or LMHosts).
There are 3 major networking protocols available and in use in the majority of installed
networks: TCP/IP, IPX/SPX, and NetBEUI. By far, TCP/IP is the most widely used and
the most complex. Since TCP/IP is the most complex to deal with, the following review
is provided as a courtesy.
TCP/IP Networking Topics
Hosts and networks
IP addressing is based on the concept of hosts and networks. A host is essentially
anything on the network that is capable of receiving and transmitting IP packets on the
network, such as a workstation or a router. It is not to be confused with a server: servers
and client workstations are all IP hosts.
The hosts are connected together by one or more networks. The IP address of any
host consists of its network address plus its own host address on the network. IP
addressing, unlike, say, IPX addressing, uses one address containing both network and
host address. How much of the address is used for the network portion and how much
for the host portion varies from network to network.
IP addressing
An IP address is 32 bits wide, and is composed of two parts: the network number, and the host
number. By convention, it is expressed as four decimal numbers separated by periods, such as
"200.1.2.3" representing the decimal value of each of the four bytes. Valid addresses thus range
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from 0.0.0.0 to 255.255.255.255, a total of about 4.3 billion addresses. The first few bits of the
address indicate the Class that the address belongs to:
Class
Prefix
Network Number
Host Number
A
0
Bits 0-7
Bits 8-31
B
10
Bits 1-15
Bits 16-31
C
110
Bits 2-24
Bits 25-31
D
1110
N/A
E
1111
N/A
The bits are labeled in network order, so that the first bit is bit 0 and the last is bit 31, reading from
left to right. Class D addresses are multicast, and Class E are reserved. The range of network
numbers and host numbers may then be derived:
Class
Range of Net Numbers
Range of Host Numbers
A
0 to 126
.0.0.1 to .255.255.254
B
128.0 to 191.255
.0.1 to .255.254
C
192.0.0 to 254.255.255
.1 to .254
Any address starting with 127 is a loop back address and should never be used for
addressing outside the host. A host number of all binary 1's indicates a directed
broadcast over the specific network. For example, 200.1.2.255 would indicate a
broadcast over the 200.1.2 network. If the host number is 0, it indicates "this host". If the
network number is 0, it indicates "this network". All the reserved bits and reserved
addresses severely reduce the available IP addresses from the 4.3 billion theoretical
maximum. Most users connected to the Internet will be assigned addresses within Class
C, as space is becoming very limited. This is the primary reason for the development of
IPv6, which will have 128 bits of address space.
DHCP
DHCP (Dynamic Host Configuration Protocol) is a protocol that lets network
administrators manage centrally and automate the assignment of IP configurations on a
computer network. Without DHCP, the IP address must be entered manually at each
computer system. DHCP lets a network administrator supervise and distribute IP
addresses from a central point. The purpose of DHCP is to provide the automatic
(dynamic) allocation of IP client configurations for a specific time period (called a lease
period) and to eliminate the work necessary to administer a large IP network.
How Does DHCP Work?
When a client needs to start up TCP/IP operations, it broadcasts a request for address
information. The DHCP server receives the request, assigns a new address for a
specific time period, called a lease, and sends it to the client together with the other
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required configuration information. This information is acknowledged by the client, and
used to set up its configuration.
The DHCP server will not reallocate the address during the lease period and will attempt
to return the same address every time the client requests an address. The client may
extend its lease with subsequent requests, and may send a message to the server
before the lease expires telling it that it no longer needs the address so it can be
released and assigned to another client on the network.
Some machines on your network need to be at fixed addresses, for example servers and
routers. The DHCP server you choose should be capable of assigning pre-allocated
addresses to these specific machines.
Basic IP Routing
Classed IP Addressing and the Use of ARP
Consider a small internal TCP/IP network consisting of one Ethernet segment and three
nodes. The IP network number of this Ethernet segment is 200.1.2. The host numbers
for A, B, and C are 1, 2, and 3 respectively. These are Class C addresses, and therefore
allow for up to 254 nodes on this network segment.
Each of these nodes have corresponding Ethernet addresses, which are six bytes long.
They are normally written in hexadecimal form separated by dashes (02-FE-87-4A-8CA9 for example).
In the diagram above and subsequent diagrams, we have emphasized the
network number portion of the IP address by showing it in red.
Suppose that A wanted to send a packet to C for the first time, and that it knows C's IP
address. To send this packet over Ethernet, A would need to know C's Ethernet address.
The Address Resolution Protocol (ARP) is used for the dynamic discovery of these
addresses.
ARP keeps an internal table of IP address and corresponding Ethernet address. When A
attempts to send the IP packet destined to C, the ARP module does a lookup in its table
on C's IP address and will discover no entry. ARP will then broadcast a special request
packet over the Ethernet segment, which all nodes will receive. If the receiving node has
the specified IP address, which in this case is C, it will return its Ethernet address in a
reply packet back to A. Once A receives this reply packet, it updates its table and uses
the Ethernet address to direct A's packet to C. ARP table entries may be stored statically
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in some cases, or it keeps entries in its table until they are "stale" in which case they are
flushed.
Consider now two separate Ethernet networks that are joined by a PC, C, acting as an
IP router (for instance, if you have two Ethernet segments on your server).
Device C is acting as a router between these two networks. A router is a device that
chooses different paths for the network packets, based on the addressing of the
IP frame it is handling. Different routes connect to different networks. The router will
have more than one address as each route is part of a different network.
Since there are two separate Ethernet segments, each network has its own different
Class C network number. This is necessary because the router must know which
network interface to use to reach a specific node, and each interface is assigned a
network number. If A wants to send a packet to E, it must first send it to C who can then
forward the packet to E. This is accomplished by having A use C's Ethernet address, but
E's IP address. C will receive a packet destined to E and will then forward it using E's
Ethernet address. These Ethernet addresses are obtained using ARP as described
earlier.
If E was assigned the same network number as A, 200.1.2, A would then try to reach E
in the same way it reached C in the previous example - by sending an ARP request and
hoping for a reply. However, because E is on a different physical wire, it will never see
the ARP request and so the packet cannot be delivered. By specifying that E is on a
different network, the IP module in A will know that E cannot be reached without having
it forwarded by some node on the same network as A.
Direct vs. Indirect Routing
Direct routing was observed in the first example when A communicated with C. It is also
used in the last example for A to communicate with B. If the packet does not need to be
forwarded, i.e. both the source and destination addresses have the same network
number, direct routing is used.
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Indirect routing is used when the network numbers of the source and destination do
not match. This is the case where the packet must be forwarded by a node that knows
how to reach the destination (a router).
In the last example, A wanted to send a packet to E. For A to know how to reach E, it
must be given routing information that tells it who to send the packet to in order to reach
E. This special node is the "gateway" or router between the two networks.
Static vs. Dynamic Routing
Static routing is performed using a preconfigured routing table which remains in effect
indefinitely, unless it is changed manually by the user. This is the most basic form of
routing, and it usually requires that all machines have statically configured addresses,
and definitely requires that all machines remain on their respective networks. Otherwise,
the user must manually alter the routing tables on one or more machines to reflect the
change in network topology or addressing. Usually at least one static entry exists for the
network interface, and is normally created automatically when the interface is
configured.
Dynamic routing uses special routing information protocols to automatically update the
routing table with routes known by peer routers. These protocols are grouped according
to whether they are Interior Gateway Protocols or Exterior Gateway Protocols. Interior
gateway protocols are used to distribute routing information inside of an Autonomous
System (AS). An AS is a set of routers inside the domain administered by one authority.
Examples of interior gateway protocols are OSPF and RIP. Exterior gateway protocols
are used for inter-AS routing, so that each AS may be aware of how to reach others
throughout the Internet.
The Subnet Mask
When setting up each node with its IP address, the Subnet Mask must also be specified.
This mask is used to specify which part of the address is the network number part, and
which is the host part. For Class C, the Netmask will always be 255.255.255.0; for Class
B, the Netmask will always be 255.255.0.0; and so on. When A sent a packet to E in the
last example, A knew that E wasn't on its network segment by comparing A's network
number 200.1.2 to the Netmask 255.255.255.0 and the IP address of E, 200.1.3.2, which
is 200.1.3. If a subnet mask has a number other than 255 or 0, further subnetting of the
network has occurred. Using Table A below will give you the amount of host machines
on a network with a modified subnet.
TABLE A
Subnet Mask
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Number of Subnets
Number of HOSTS
Class A
Class B
Class C
192
2
4194302
16382
62
224
6
2097150
8190
30
240
14
1048574
4096
14
248
30
524286
2046
6
252
62
262142
1022
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254
126
131070
510
N/A
255
254
65534
254
N/A
The Gateway
In order for hosts or machines on different networks to communicate, they need to know
the path to the other network. The gateway is just that. Once used, all packets
addressed to networks other than its own, will be passed to the TCP/IP address of the
gateway, which in turn passes it on to the next network or router. The gateway is usually
the IP address of the machine or router that connects the networks together.
Name Resolution and docSTAR
For docSTAR clients to be able to connect and communicate with the docSTAR Host on
a TCP/IP network (that is not running NetBEUI also), the network must have some
means of providing name resolution. ‘Name resolution’ is a means by which a
computer name such as ‘DOCSTAR’ is resolved to its IP address so that
computers on a TCP/IP network can communicate with each other. Name
resolution on a network can be accomplished in three different ways. DNS, WINS, and
LMHOSTS are the three methods of name resolution that can be used. In fact, this is
the order in which a client attempts to resolve a computer name to its IP address. The
following sections will describe each of these methods.
DNS
What is the Domain Name System?
The Domain Name System (DNS) helps users to find their way around the Internet.
Every computer on the Internet has a unique address – just like a telephone number –
which is a rather complicated string of numbers. It is called its "IP address" (IP stands for
"Internet Protocol").
But it is impossible to remember everyone's IP address. The DNS makes it easier by
allowing a familiar string of letters (the "domain name") to be used instead of the IP
address. So instead of typing 209.23.52.2, you can type in www.docstar.com .
Translating the name into the IP address is called "resolving the domain name." The
goal of the DNS is for any Internet user any place in the world to reach a specific website
IP address by entering its domain name. Domain names are also used for reaching email addresses and for other Internet applications.
What goes on behind the scenes?
Behind the scenes, the story becomes a little more complicated. In an Internet address
– such as icann.org – the .org part is known as a Top Level Domain. "TLD registry"
organizations house online databases that contain information about the domain names
in that TLD. The .org registry database, for example, contains the Internet whereabouts
– or IP address – of icann.org. So in trying to find the Internet address of icann.org your
computer must first find the .org registry database.
At the heart of the DNS are 13 special computers, called root servers. They are
coordinated by ICANN and are distributed around the world. All 13 contain the same vital
information – this is to spread the workload and back each other up.
Scattered across the Internet are thousands of computers – called "Domain Name
Resolvers" or just plain "resolvers" - that routinely cache the information they receive
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from queries to the root servers. These resolvers are located strategically with Internet
Service Providers (ISPs) or institutional networks. They are used to respond to a user's
request to resolve a domain name – that is, to find the corresponding IP address.
When a user tries to locate a machine name, the request is forwarded to a local resolver.
The resolver splits the request into its component parts. It knows where to find the .org
registry so it forwards the request over to the .org registry to find the IP address of
icann.org. This answer is forwarded back to the user's computer. And we're done. It's
that simple! The domain name icann.org has been "resolved"!
WINS
Much like DNS, Windows Internet Naming Service is a system that determines the IP
Address associated with a particular network computer. This is called name resolution.
WINS supports network client and server computers running Windows and can provide
name resolution for other computers with special arrangements. Determining the IP
address for a computer is a complex process when DHCP servers assign IP addresses
dynamically. For example, it is possible for DHCP to assign a different IP address to a
client each time the machine logs on to the network.
WINS uses a distributed database that is automatically updated with the names of
computers currently available and the IP address assigned to each one.
LMHOSTS
When DNS or WINS is unavailable, the LMHOSTS file can be used to equate the IP
address with the NetBIOS name for the Microsoft Networking functions such as
browsing, drive mapping, file and print sharing. It is the static version of a WINS server
and is practically mandatory for optimal operation in the absence of a WINS server (a
service that runs under Windows NT/2000 server only).
The LMHOSTS is placed in the \windows folder for Windows 95/98 systems and placed
in the \winnt\system32\drivers\etc folder for Windows NT / 2000 / XP systems. It must
not have a file extension such as ".txt". It is named just plain "lmhosts". A copy of this file
must be placed on every system that needs to resolve machine names.
lmhosts example 1:
192.168.12.1
192.168.12.2
192.168.12.3
192.168.12.4
myserver
wrkstation1
wrkstation2
wrkstation2
NAT - Network Address Translation
NAT is an acronym for Network Address Translation. It is a commonly used IP
translation and mapping technology. It is a technology that allows your network to share
internet access. Using a device or piece of software that implements NAT allows an
entire network to share a single internet connection over a single IP address. A single
cable modem, DSL modem, or even 56k modem could connect all the computers in your
office to the internet simultaneously. Additionally, NAT keeps your network fairly secure
from hackers.
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NAT is built in to the most common Internet Connection Sharing technologies around.
Microsoft has built their ICS around it and every Cable/DSL Broadband Router on the
market accomplishes its job with NAT.
NAT is like the receptionist in a large office. Let's say you have left instructions with the
receptionist not to forward any calls to you unless you request it. Later on, you call a
potential client and leave a message for that client to call you back. You tell the
receptionist that you are expecting a call from this client and to put her through.
The client calls the main number to your office, which is the only number the client
knows. When the client tells the receptionist that she is looking for you, the receptionist
checks a lookup table that matches your name with your extension. The receptionist
knows that you requested this call, and therefore forwards the caller to your extension.
Developed by Cisco, Network Address Translation is used by a device (firewall, router,
or computer) that sits between an internal network and the rest of the world.
How does NAT work?
NAT acts as an interpreter between two networks. The internet is considered the ‘public’
side and your network is considered the ‘private’ side. When a computer in the private
side requests data from the public side (the internet), the NAT device will open a little
conduit between your computer and the destination computer. When the public
computer returns results from the request, it is passed back through the NAT device to
the requesting computer.
Security: Basic NAT is not a real firewall?
Basic NAT devices are not real firewalls, but they are usually considered ‘good enough’
for most small networks. By not forwarding requests or probes that originate from the
internet to your LAN, a NAT device blocks most mischief. A simple NAT device can not
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keep hackers from running DOS (Denial Of Service) attacks on you, but individuals
rarely get attacked like that. It will keep out people looking for file shares, rogue mail
servers and web servers, and most port based exploits. Most also protect against
SMURF and WinNuke attacks. With a NAT device and a good anti-virus program, you
should be safe from the most common kinds of internet attacks.
Stateful packet inspection (SPI)
Some NAT routers have an advanced form of firewall built in that does 'stateful packet
inspection'. This allows the NAT devices to filter out specific kinds of data on your router
like SYN flood attacks, IP Spoofing, Teardrop attacks and others. SPI is a general term
that can describe a router that filters more kinds of attacks than basic NAT by closely
examining packet data structures. Of course, each manufacturer will implement different
kinds of SPI so not all SPI routers are equal. Routers with SPI can often log attacks.
What if I want to host a server?
Most NAT devices allow you to create maps between the internet and your computer
network - this is called port forwarding. Example: A request on port 80 from the Internet
(looking for a web server on your IP address) would normally be turned away by a NAT
device. A special mapping can be set up to send that request from the internet to a
specific computer on your network. One of your LAN computers could host a web server
on the Internet, and another computer (or the same one) could host an FTP server
because the two services work on different ports. Only a few special programs on the
internet will not work using this port forwarding system.
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TCP/IP Troubleshooting Tools
PING
PING sends a probe message across the network to determine if a particular remote
host is available and to estimate the round trip time required to communicate with that
host. PING requires a host name or address. Each host running the TCP/IP protocol
suite has a service called Echo which will receive a message and send it back to its
source. PING invokes this echo service. If used with only a host identifier, PING sends a
32-byte message, waits for its return, and responds to its user with notice that the
destination host is alive.
Ping using server name
Ping using IP Address
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Ping Failure
If the destination does not respond, PING will notify the user that the host is down after it
times out. This is typically used as a testing mechanism when you are having
network response problems.
Usage: ping [-t] [-a] [-n count] [-l size] [-f] [-i TTL] [-v TOS]
[-r count] [-s count] [[-j host-list] | [-k host-list]]
[-w timeout] target_name
Where:
-t
-a
-n count
-l size
-f
-i TTL
-v TOS
-r count
-s count
-j host-list
-k host-list
-w timeout
Ping the specified host until stopped.
Resolve addresses to hostnames.
Number of echo requests to send.
Send buffer size.
Set Don't Fragment flag in packet.
Time To Live.
Type Of Service.
Record route for count hops.
Timestamp for count hops.
Loose source route along host-list.
Strict source route along host-list.
Timeout in milliseconds to wait for each reply.
Traceroute
Traceroute is a tool in the TCP/IP suite that allows a user to determine the path followed
by a message from the local system to a specific destination. The information is useful in
analyzing network problems and may be significant in applications that wish to know
where the information travels in the network.
Traceroute sends data toward a specified host using an invalid location at the remote
host as the final destination. Since the destination is invalid, a failure to deliver message
will be returned to the sender. To determine the route taken by the message, the data is
sent repeatedly, each with a larger number indicating how many times the data may be
forwarded. The first attempt allows only one step; if the destination is not reachable in
one transmission, a failure notice will come back from the first intermediate node that
handles it. The data is then sent with a permission to forward it one more time. If that is
not enough to get the message to the destination machine, another failure response will
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result. The process continues, incrementing the number of steps allowed, until a failure
arrives from the desired destination host or a maximum number of tries is exceeded.
The format of the command invoking traceroute follows. TTL means Time To Live and is
the measure of the number of times the message may be forwarded. UDP is User
Datagram Protocol, the specific transport layer service used to send the message.
TRACERT [-m #] [-q #] [-w #] [-p #] {IP_address | host_name}
where
-m
-q
-w
-p
is the maximum allowable TTL value, measured as the
number of hops allowed before the program terminates
(default = 30)
is the number of UDP packets that will be sent with each
time-to-live setting (default = 3)
is the amount of time, in seconds, to wait for an answer
from a particular router before giving up (default = 5)
is the invalid port address at the remote host (default =33434)
IPCONFIG
IPCONFIG.EXE is a utility included with Windows. The purpose of this utility is to provide
the user with diagnostic information related to TCP/IP network configuration. IPCONFIG
also accepts various Dynamic Host Configuration Protocol (DHCP) commands, allowing
a system to update or release its TCP/IP network configuration.
Example:
IPCONFIG [/? | /all | /release [adapter] | /renew [adapter]]
Where:
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/?
/all
Displays this help message.
Displays full configuration information.
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/release
/renew
Releases the IP address for the specified adapter.
Renews the IP address for the specified adapter.
With no parameters, IPCONFIG will display only the IP address, subnet mask and
default gateway for each adapter bound to TCP/IP.
With the /all switch, IPCONFIG will display all the current TCP/IP configuration values
including the IP address, subnet mask, default gateway and Windows Internet Naming
Service (WINS) and DNS configuration.
If adapter name is not specified with either the /Release or /Renew switch, then the IP
address leases for all adapters bound to TCP/IP will be released or renewed.
Note: The /Release and /Renew switches can only be used on a system that is
configured with DHCP.
Firewalls
What is a Firewall?
A computer firewall protects networked computers from intentional hostile
intrusion that could compromise confidentiality or result in data corruption or
denial of service. It may be a hardware device (see figure 1) or a software program
(see figure 2) running on a secure host computer. In either case, it must have at least
two network interfaces, one for the network it is intended to protect, and one for the
network it is exposed to. A network firewall sits at the junction point or gateway
between the two networks, usually a private network and a public network such as the
Internet. The earliest computer firewalls were simple routers. The term "firewall" comes
from the fact that by segmenting a network into different physical subnetworks, they
limited the damage that could spread from one subnet to another.
Figure 1: Hardware Firewall
Hardware firewall providing protection to a Local Network
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Figure 2: Computer with Firewall Software
Computer running firewall software to provide protection
What does a firewall do?
An Internet firewall examines all traffic routed between your network and the Internet to
see if it meets certain criteria. If it does, it is routed between the networks, otherwise it is
stopped. A network firewall filters both inbound and outbound traffic. It can also manage
public access to private networked resources such as host applications. It can be used
to log all attempts to enter the private network and trigger alarms when hostile or
unauthorized entry is attempted. Firewalls can filter packets based on their source,
destination addresses and port numbers. This is known as address filtering. Firewalls
can also filter specific types of network traffic. This is also known as protocol filtering
because the decision to forward or reject traffic is dependant upon the protocol used, for
example HTTP, ftp or telnet. Firewalls can also filter traffic by packet attribute or state.
Who needs firewall protection?
Anyone who is responsible for a private network that is connected to a public network
needs firewall protection. Furthermore, anyone who connects so much as a single
computer to the Internet via modem should have personal firewall software. Many dialup Internet users believe that anonymity will protect them. They feel that no malicious
intruder would be motivated to break into their computer. Dial-up users who have been
victims of malicious attacks and who have lost days of work, perhaps having to reinstall
their operating system, know that this is not true. Irresponsible pranksters can use
automated robots to scan random IP addresses and attack whenever the opportunity
presents itself.
Leased Lines
A leased line is a wire running from a telephone company’s location to a customer’s
home or place of business. Leased lines are usually available on a permanent basis. At
the customer’s location, a device is used to translate the data. This device could be a
modem, router, DSU/CSU etc, that connects the line to a LAN. Leased lines come in
various types, speeds and prices.
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Below is a chart with some of the common lines, respective speeds, IP address
assignment, and approximate cost per month.
Telecommuter/SOHO
Connectivity
Features
Speed
Reliability
Type of
Service
Application
Best Used
Mission Critical
Cable
-Residential
-Business
Up to
20Mbps Download
1Mbps Upload
(Varies by Provider)
Good
Shared Medium
Bridged Network
Always On
Static IP Address
(Varies by Provider)
DSL
-Residential (ADSL)
-Business (SDSL)
Up to
9Mbps Download
1.5Mbps Upload
(Varies by Provider)
Good
Twisted Pair Copper
Packet Networking
Always On
Static IP Address
(Varies by Provider)
Telecommunications
Light Multimedia
Web Browsing
Email
Telecommunications
Light Multimedia
Web Browsing
Email
Business Apps
Web Serving
Web Browsing
Email
Real Time Video
Moderate Use
Moderate Use
Heavy Use
1-10
1-10
10-75
50-300
200-5000
$50-$250
$100-$200
$35-$320
$50-$250
$100-200
$35-$320
$250-$495
$1195-$3400
$395-$795
$450-$995
$1195-$3400
$795-$1795
$2500-$5000
$15000-$35000
$3950-$5950
Typical
Customer
Number of
Users
Installation
Equipment
Monthly Cost
Frame Relay
T1
T3
Commonly 128,
256, or 384Kbps
1.5Mbps
(available in
64Kbps fractions)
45Mbps
Excellent
Two Pair Copper
Packet
Networking
Always On
Static IP Address
Outstanding
Two Pair Copper
Direct Point-toPoint Always On
Static IP
Address
Demanding
Business Apps
Web Serving
Web Browsing
Email
Real Time Video
Heavy Business
Use
Superior
2-Coaxial Cables
Point-to-Point
Always On
Static IP Address
Very Demanding
Business Apps
Web Serving
Web Browsing
Email
Real Time Video
Very Heavy
Business Use
DSL
SDSL stands for Symmetric Digital Subscriber Line. SDSL needs just one twisted pair
(line), whereas some other earlier DSL standards needed two or even three pairs. In
addition, it is useful to remember that this standard is symmetric, i.e., the maximum data
rate both "upstream" and "downstream" is the same.
ADSL stands for asymmetric Digital Subscriber Line. It will utilize voice lines, and will
use unoccupied frequencies and avoids conflicts with analog voice frequencies; SDSL
takes over the whole line. SDSL eliminates analog voice capabilities in favor of fullduplex data transmission. No splitter, no analog voice-nothing but data.
T1 / T3
A T1 transfers data between two points at 1.544 Mbps symmetrically, and is ideal for
customers who need a high-speed connectivity to the Internet or as one link in their
private network. A T1 connection provides roughly 60 times more data than a normal
residential modem. It is also extremely reliable, much more reliable than an analog
modem. Depending on what they are doing, a T1 line can generally handle quite a few
people. For general browsing, hundreds of users are easily able to share a T1 line
comfortably. Most small Internet providers have a T1 (or a fractional T1) line as their
connection to the Internet. In addition, a T1 connection is a dedicated link and unlike
ISDN and analog modem connections, the T1 connection is up 24 hours a day.
For faster speeds, T1 lines can be combined to create a T3 connection. A full T3 is 45
megabits/sec.
Cable
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Cable modem connections are a cost-effective, high-bandwidth Internet option for small
and mid-sized businesses. While a traditional T-1 line offering 1.5 mbps Internet access
may cost $750 a month, a cable modem connection will deliver comparable connectivity
for a fraction of the cost.
Cable subscribers in a limited geographic area -- usually a few thousand -- share a
downstream 30-million-bits-per-second (mbps) data channel. Common sense dictates
that 200 cable data subscribers sharing a 30-mbps connection would each get only 150
kbps of throughput, right? Not quite
Unlike circuit-switched telephone networks in which a caller is allocated a dedicated
connection, cable modem users don't occupy a fixed amount of bandwidth during their
online sessions. Instead, they share the network with other active users, like an office
LAN or the Internet, and only use the network's resources when they actually send or
receive data in quick bursts. So, instead of 200 cable online users each being allocated
150 kbps, they can grab all the bandwidth available -- say, a lot of megabits per second - during the millisecond they need to download their data packets.
Storage Area Networks (SAN)
A Storage Area Network (SAN) is a high-speed special-purpose network (or
subnetwork) that connects different kinds of data storage devices with associated data
servers. In large enterprises, a SAN connects multiple servers to a centralized pool of
disk storage. Compared to managing hundreds of servers, each with their own disks,
SANs improve system administration. By treating all a company's storage as a single
resource, disk maintenance and routine backups are easier to schedule and control. In
some SANs, the disks themselves can copy data to other disks for backup without any
processing overhead at the host computers.
The SAN network allows data transfers between computers and disks at the same high
speeds as when they are directly attached.
SANs can be centralized or distributed. A centralized SAN connects multiple servers to a
collection of disks, whereas a distributed SAN typically uses one or more Fibre Channel
or SCSI switches to connect nodes within buildings or campuses. For long distances,
SAN traffic is transferred over ATM, SONET or dark fiber. To guarantee complete
recovery in a disaster, dual, redundant SANs are deployed, one a mirror of the other and
each in separate locations.
SANs support disk mirroring, backup and restore, archival and retrieval of archived data,
data migration from one storage device to another, and the sharing of data among
different servers in a network. SANs can incorporate subnetworks with network-attached
storage (NAS) systems.
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Network Attached Storage (NAS)
Network-attached Storage (NAS) is hard disk storage that is set up with its own
network address rather than being attached to a server that is serving applications to a
network's workstation users. The network-attached storage device is attached to a local
area network and assigned an IP address. File requests are mapped by the main server
to the NAS file server. A NAS device contains a slimmed-down operating system and file
system and processes only I/O requests by supporting popular file sharing protocols
such as NFS (UNIX) and SMB/CIFS (DOS/Windows). Using traditional LAN protocols
such as Ethernet and TCP/IP, the NAS enables additional storage to be quickly added
by plugging it into a network hub or switch.
By removing storage access and its management from the server, both application
programming and files can be served faster because they are not competing for the
same processor resources.
Network-attached storage consists of hard disk storage, including multi-disk Raid
systems, and software for configuring and mapping file locations to the network-attached
device. Network-attached storage can be a step toward and included as part of a more
sophisticated storage system known as a storage area network (SAN).
Wireless Networks (Wi-Fi) and docSTAR
Wi-Fi networks are not typically suitable for local docSTAR clients. When installing
docSTAR clients on a LAN, there needs to be a reliable persistent network connection
when the docSTAR Application is open. The reason for this is that docSTAR clients will
continuously provide a ‘heartbeat’ to the docSTAR Host system otherwise the host will
log them out on a scheduled idle timer. Wireless networks are great for surfing the
internet or using web-based applications, but the potential disruption of the connection
can cause issues for the docSTAR client station. Most typically ‘mdcview:…’ errors or
‘Client licenses not found’ or Client licenses returned errors’ will be prevalent.
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Section 6: Technical Resources
) This section will discuss technical resources available locally, online, and via phone.
The software tools and information provided here are presented to help you understand
the tools better. At least in the beginning, you should be on the phone with docSTAR
Technical Support when using any of these utilities to correct issues. Always verify
that there is a valid backup of the system before you perform any repairs.
docSTAR Technician Utilities
To simplify the accessibility of all docSTAR tools and information necessary when
servicing docSTAR, a Technician’s Utility Console has been provided.
The
DSTECHUTIL.EXE program found in the C:\DOCSTAR\TECHDISK directory launches
the docSTAR Technician Utilities console (you must login in with the Admin or Service
account first, the Service account is User: !SERVICE Password: spudspud):
1. Clear Locks - Internal utility that is used to clear all locks in the
database.
2. Error Logs – Internal utility that is used to select one or multiple
error logs to be opened in cascaded windows, for review.
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3. View .INI files – Internal utility that automatically opens the
SHARED.INI, DSHOST.INI, and DOCSTAR.INI files in
cascaded windows, for review.
4. Sweep Directory – Internal utility that is used to remove image
files, or other files, that are not valid referenced files by
docSTAR but exist in directories used by docSTAR. The utility
will provide a report of files found and their status.
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5. Connection Check (CONCHECK.EXE) – External utility that is
used to verify the integrity of a network connection or local
removable disk drive by performing read/write tests to a
mapped network drive or a local removable disk drive. Running
Concheck.exe for a period of about 24 hours should expose any
networking problems from a particular workstation (when
used on a local removable drive, 2 hours should expose issues).
6. Network Info (DSNETINF.EXE) – External utility that is used to
test a docSTAR client connection back to the docSTAR Host.
This utility tests TCP/IP Name resolution (the ability to resolve
the docSTAR Host Computer Name to an IP address), the ability
to connect to the hidden network shares, and the ability to
connect to the docSTAR database. It also provides essential troubleshooting
information about the network connection by testing the speed of IP (Network)
and Database connections. When running the speed test, a green colored box
indicates a satisfactory connection speed. A red colored box indicates a
possible performance problem.
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7. Text Index Utilities – Internal utility used to initialize and
reconstruct a possibly corrupt index. This utility also allows
you to re-index a portion of an index (in the event an older
index is restored and re-indexing the most recent documents
is necessary).
8. Text Index Check (DSINDEXCHECK.EXE) – External utility
that allows you to check the integrity of the Full Text Index.
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9. WinSQL Utility (WINSQL.EXE) – External utility that is used to
run SQL (Structured Query Language) statements and browse
the data in the docSTAR database. This utility uses an ODBC
connection to the database, which requires a DSN (Data Source
Name) (This should be created by the docSTAR Setup
program, the DSN is DOCSTARSQL). See Using the WinSQL Utility later in
this section.
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10. DB Check – Internal utility used to perform a check for invalid
conditions and potential errors in the docSTAR database.
Usually performed on any repair call or PM visit. It produces a
log file (DBCHECK.LOG) in the specified directory. When
potential errors are found, you may resolve them with the help
of docSTAR Technical Support. This utility uses an ODBC connection to the
database, which requires a DSN (Data Source Name) (This should be created
by the docSTAR Setup program, the DSN is DOCSTARSQL). See Sample
DBCheck.log file in Appendix F.
11. SQL Client Network Utility (CLICONFG.EXE) – External utility
used to configure the Client Network Communication to the
MSDE/SQL Server 2000 Database Engine when the default
configuration does not work. In most cases this will not be
necessary.
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12. SQL Server Network Utility (SVRNETCN.EXE) – External
utility used to configure the Server Network Communication to
the MSDE/SQL Server 2000 Client Stations when the default
configuration does not work. In most cases this will not be
necessary.
13. Rebuild Table Indices - Internal utility that is used to rebuild
table indices within the docSTAR database. This function is
generally not necessary and should only be used to rebuild
missing or corrupt table indices.
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14. COLD Doc Recovery – Internal utility that is used to recover
documents created by the optional COLD module, only available
if the module is installed.
15. PDF Doc Recovery – Internal utility that is used to recover
PDF documents that have been imported into docSTAR.
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16. Native Doc Recovery – Internal utility that is used to recover
Native documents that have been imported into docSTAR.
Using the WinSQL Utility
Select WINSQL Utility from the docSTAR Tech utility console, you will see the
following window:
You must select the DSN DOCSTARSQL and login with the account dsuser and
password spudspud.
Once you have logged in you will see a window that has three tabs Query,
Result, and Catalog. The Query tab is used to enter an SQL query to be run on
the docSTAR Database as shown below:
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The results of the SQL query will be displayed under the Result tab as shown below:
To browse the docSTAR Database structure or data within the tables, use the Catalog
tab as shown below:
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docSTAR Service/Admin Mode
The docSTAR Service/Admin Mode allows you to perform document searches using
hidden fields that are not visible to regular user accounts and obtain additional
Document Information from the docSTAR Data View Window.
To enter docSTAR Service/Admin Mode you may login as the Admin or use the special
Service Technician login username !SERVICE and password spudspud as shown
below:
Once you have logged in you can launch the Retrieve Window and select ‘Show Hidden
Fields’ from the ‘View’ menu as shown below:
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You will then be able to perform searches using hidden fields as shown below:
Once you have performed a search for a problem document, you may view it in the
‘Data View Window’ and now see additional Document Information in red as shown
below:
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The docSTAR Data Information Window now displays additional information such as the
Page ID (numeric part of image filename, the example shown above means the image
filename is 00001462.TIF) and File ID of the current page. It also displays the Path
(directory location) and DOCID (docSTAR sequential document number) of the current
document.
These additional pieces of information can assist you in determining if you have a
problem or missing image file(s) and take the necessary actions to repair/replace the file
with a good copy.
After you have arrived at the location at which docSTAR expects to find the image file,
you must ascertain what has happened to that file. If the filename is present, then try
double-clicking it to see if Windows Imaging Viewer can view it. If it can, the image file is
still valid and this indicates a problem with docSTAR software. If Windows Imaging
cannot view the image, then it may be corrupted. If an image file is missing or corrupted,
you will have to get a copy of that image file from the corresponding disk from the off-site
set of disks. This highlights the importance of creating disk duplicates as outlined
earlier in Section 1: docSTAR Software Design.
DSHOST.EXE
DSHOST.EXE provides a graphical user interface that can help a technician
troubleshoot a Host Processing Problem. Unlike DSHOSTSV.EXE which is a Windows
Service and does not provide an interface.
Running DSHOST.EXE on a docSTAR Host System:
In order to run DSHOST.EXE on a docSTAR Host System, you must first stop
the Host Service. To do this, launch the docSTAR Administration Program and
press the Stop button next to the ‘docSTAR Host Service is Running’ Text.
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Start
the docSTAR Host Desktop Program
Menu\Programs\docSTAR, as shown below.
(DSHOST.EXE)
from
Start
You will see the following window.
You may now monitor all of the actions that the Host Processing Engine is
performing as well as launch individual actions to troubleshoot them. This may
help you to troubleshoot a Host Processing Problem.
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DSCLSVC.EXE
DSCLSVC.EXE, when run from the Program Files menu provides a graphical user
interface that can help a technician troubleshoot a Client Processing Problem. Unlike
DSCLSV.EXE which is launched by the DSCLIENTSERVICE.EXE Windows Service and
does not provide an interface.
Running DSCLSVC.EXE in Graphical User Mode on a docSTAR Host or Client
System:
In order to run DSHOST.EXE on a docSTAR Host or Client System, you must
first stop the Client Service. To do this, launch the docSTAR Client Application
DSCLIENT.EXE, select the Client panel, and press the Stop button.
Start the docSTAR Client Service Desktop Program (DSCLSVC.EXE) from Start
Menu\Programs\docSTAR, as shown below.
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You will see the following window.
You may now monitor all of the actions that the Client Processing Engine is performing
as well as launch individual actions to troubleshoot them. This may help you to
troubleshoot a Client Processing Problem.
Windows Tools
Windows provides some basic tools that can be used for troubleshooting purposes.
While it is recommended that docSTAR Technicians become Microsoft Certified
Professionals for the Operating Systems they will be working with, the following tools are
reviewed as a courtesy.
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PERFMON.EXE (Performance Monitoring)
For Performance Monitoring, Windows provides the utility PERFMON.EXE, found in the
Control Panel\Administrative Tools area:
Performance Monitor is highly configurable and can be set to watch nearly any aspect of
performance of a Windows system. It can also log the results to a file. However, if this
tool is used for logging many items or over a long period of time, a very large log file can
be created and may create other issues on the system if it is large enough.
PING & TRACERT (Networking)
For Networking challenges, Windows provides the command line utilities PING.EXE and
TRACERT.EXE, these tools help with troubleshooting of network communication
problems. These tools can be run by selecting the Start Menu\Run and typing CMD,
then press ENTER. The command line window will display and either of these tools can
be run as mentioned earlier in Section 5: Networking Guidelines.
docSTAR Support Portal
docSTAR provides a comprehensive support portal for docSTAR Technicians, it is
accessed by going to http://support.docstar.com and logging in with your Partner login.
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The docSTAR Support Portal allows you to:
1. Add and View Open Support Calls for your organization
2. View your organization’s customer docSTAR Service Agreements
3. View Open RMAs
4. Download Official & Beta releases of docSTAR Software and Service
Bulletins
5. Download Drivers for docSTAR provided legacy hardware
6. Access the Licensing Portal for adding licenses/certificates
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7. Search and view your organization’s support calls
8. Search and view docSTAR Answerbooks
9. Search and view products assigned to your organization and its customers
docSTAR Helpdesk Support
docSTAR provides a highly trained and experienced helpdesk phone support staff to
assist docSTAR technicians with issues they are unable to resolve or need some
assistance resolving. It should be noted that the helpdesk should be contacted only if
absolutely necessary after a technician has made significant attempts to identify and
resolve the issue on their own. In addition, it is determined by the technician that
submission of a support call through the support portal will not be timely enough for and
issue of immediate importance, such as a system down or other issue of a critical
nature. The helpdesk is available by contacting 518-836-2700 and selecting the
appropriate options.
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Section 7: Technical Community
) This section will discuss the technical community involvement opportunities for
docSTAR technicians.
docSTAR Website Forums
docSTAR Partner Technicians are encouraged to make use of the docSTAR website
forums that allow discussion threads from product feature requests through general
issue discussions. The forums are accessed by visiting the docSTAR website
http://www.docstar.com and logging into the Partner section and selecting Forums from
the left side panel.
Tech Talk Conference Calls
docSTAR periodically hosts Tech Talk conference calls where technicians are invited to
discuss current affairs in the docSTAR technical community such as trends, current
concerns, suggestions, and exchanges of important information. The Tech Talk
Conference calls are announced via email service alerts and all technicians are invited
to attend. Calls are typically hosted by the docSTAR Technical Support Manager, with
occasional guest appearances by other docSTAR Technical staff.
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Notes:
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Page 110
docSTAR Core Technologies Workbook - v3eleven
Section 8: Preventative Maintenance Guidelines
) This section is designed as an overview of how to keep docSTAR Host Systems
operating at peak performance by performing scheduled preventative maintenance
procedures.
Preventative Maintenance Schedules
As part of a comprehensive Maintenance Agreement offered by your Organization to its
customers, which includes docSTAR SoftCare, a good Preventative Maintenance (PM)
program is critical to minimizing system failures and can help prevent data loss. Some
of the maintenance procedures outlined refer to the cleaning and/or servicing of
scanners and optical drives; these procedures may reference service bulletins and/or
procedures outlined in particular manufacturer scanner service manuals. Please have
all documentation available when conducting a PM visit. As a courtesy, a Sample
Maintenance Agreement is provided in Appendix L.
A Preventative Maintenance Log Sheet is provided at the end of this section. The
Preventative Maintenance logs should be carefully maintained for every system you
service. docSTAR, may request the Preventative Maintenance Log at any time, for the
analysis and resolution of open Technical Support issues. We also recommend
scanning each PM Log into the customer's docSTAR system for convenient reference.
PM procedures to be performed at 3 month intervals:
Inbox/Review Box Preparation - Prior to the PM visit, request that the customer
process all documents in the docSTAR Inbox and Review Box. The docSTAR
Inbox and Review Box should be empty when you arrive to perform the PM
procedures.
Backup the Database - Verify that the backup location (usually E:\BACKUP)
contains 2 recent backups. Rename the \BACKUP directory to \BACKUP.old to
prevent these backups form being overwritten. Perform a database backup now
and verify that it was successful. Performing a backup at this point will prevent
countless hours of trying to restore lost data if something should not execute as
planned.
Update docSTAR Software - Verify that the current build of their docSTAR software
version is loaded on the machine (may address known issues the customer is not
yet aware of). If the customer is enrolled in the docSTAR SoftCare program,
verify that they have the latest version, within their series, installed (SoftCare
customers receive version upgrades within their series (e.g. v3.1, v3.2, v3.3,
v3eleven) at no additional charge). This is a suggested practice, your Dealership
may have different guidelines regarding the upgrading of customers, please
speak to your Service Manager for clarification.
docSTAR Technician Utilities Console (DSTECHUTIL.EXE) Maintenance:
• DB Check - Run this check and review the log for any potential errors and
correct them with the assistance of docSTAR Technical Support.
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docSTAR Core Technologies Workbook - v3eleven
•
•
•
Error Logs - Review the docSTAR Host and all client station error logs for
any serious errors or failures. If you need assistance, please contact
docSTAR Technical Support.
Sweep Directory - With the Inbox and Review Box empty (in docSTAR),
perform inbox directory maintenance by running Sweep Directory on the
inbox directory. This will remove any stray or erroneous files not in use by
docSTAR.
Text Index Check - Run this check and review the results for possible index
errors. Please note that symbols and punctuation may cause the utility to
incorrectly report index errors; these should be checked manually within
docSTAR for validity.
docSTAR Administration Console (DSADMIN.EXE) Maintenance:
• Undelete Box - Assist docSTAR Administrator in purging/undeleting
documents from the Undelete Box. The Undelete box should be empty after
this procedure.
• Event Log - Review the docSTAR Event Log and make any necessary
corrections.
• Document Tags - Update Image Tags on RAID using the ‘Document Tags’
button and then on DVD-RAM Disks using ‘Two-Tier Utilities’ button (if TwoTier storage is used). If Two-Tier Storage is not being used, Update Image
Tags on the DVD-RAM Disks using the ‘Document Tags’ button only.
• Page Statistics - Record the system Document and Page counts for future
reference.
• COLD (if installed) – Check last successful processed templates (verify that
they are running according to the defined schedule). Also check license
usage and notify the customer if licenses are running low.
• DataLinks (if installed) – Check last successful processed DataLink updates
(verify that they are running according to the defined schedule).
• Attaché (if installed) – Check license usage and notify the customer if
licenses are running low.
Windows Maintenance:
• Unauthorized installations - Check for installation of unauthorized software
or hardware. Return system to docSTAR supported configuration if any
unauthorized software or hardware is present that may hamper docSTAR
functionality.
• Event Viewer Logs - Check the Event Viewer (System & Application) logs
for successful completions of scheduled Promise RAID array synchronization
and Diskeeper defragmentation. Also check the logs for any serious errors or
failures. Error codes and messages should be researched on the Microsoft
Knowledgebase for resolution.
• CHKDSK – From a command prompt run CHKDSK to perform a
comprehensive check of the status of the hard drives. Should be performed
on both partitions of a RAID system (C:\ and D:\ ). If errors are reported they
may be fixed by running CHKDSK /F which will also require a reboot to
complete repairs. If errors are encountered they may be the sign of
impending hard disk failure, replacement of the faltering drive is indicated to
prevent possible data loss.
• RAID Array Utility - Confirm that the RAID array is in a normal running state.
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docSTAR Core Technologies Workbook - v3eleven
•
Diskeeper Schedule – Confirm that the defragmentation schedule is set
properly. It should be set to defragment continuously between the hours of
12:00AM and 1:00AM daily.
Hardware Maintenance • CPU Case - Remove all loose dust from inside the CPU case. Clean and
verify proper operation of cooling fans.
• DVD-RAM/R Drive – Remove loose dust and clean DVD-RAM/R drives with
proper cleaning kit.
• External Storage Devices- Remove all loose dust from inside the case and
fans. If removable drive carriers exist, remove the carriers (noting the
EXACT position of each drive carrier) and remove dust from within the carrier
and bay.
• Scanner - Clean all rollers, optics, and covers in scanner.
• Keyboard/Mouse - Perform routine maintenance on keyboard and mouse,
replace as necessary.
Verification Steps • Verify docSTAR Operation - Verify that docSTAR is functioning properly.
• Verify Disk Duplicates - Verify, with docSTAR Administrator, that disk
duplicates are being performed regularly and stored appropriately in a safe
off-site location.
• Verify Backup Mechanism of External Storage – Verify that external
storage devices such as NAS or SAN devices are regularly being backed up
by the customer’s backup system and the backups are being stored in a safe
location. When using external RAID devices connected directly to docSTAR,
the DVD-RAM disk (in standard docSTAR Two-Tier configuration) will be the
backup mechanism for the data, DVD-RAM disks should be stored in a safe
off-site location.
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docSTAR Core Technologies Workbook - v3eleven
PM Procedure Performed
Verify Inbox and Review Box are empty
3 Month
6 Month
9 Month
1 Year
15 Month
18 Month
21 Month
2 Year
Perform Database Backup
Perform Software Build/Version Update
Perform Technician Utilities Console Maintenance:
• DB Check
• Error Logs
• Sweep Directory
• Text Index Check
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
________
Perform Windows Maintenance:
Unauthorized Installations, Event Viewer Logs,
CHKDSK, RAID Array Utility,
Diskeeper Schedule
Perform Hardware Maintenance:
CPU Case, DVD-RAM/R Drive, External Storage,
Scanner, Keyboard/Mouse
Perform Administration Console Maintenance:
• Undelete Box
• Event Log
• Document Tags
• Page Statistics - Document Count
- Page Count
• COLD (if installed)
• DataLinks (if installed)
• Attaché (if installed)
Perform Verification Steps:
• Verify docSTAR Operation
• Verify Disk Duplicates
• Verify Backup for External Storage
Preventative Maintenance Log
System Serial #:____________________
Hardware Key #:____________________
docSTAR Service Engineer (DSE) Initials/Date
/
/
/
/
/
File a copy of this log in the customer's docSTAR system under “PM Log”
Page 116
docSTAR Core Technologies Workbook - v3eleven
/
/
/
Appendix A: Sample DSHOST.INI File
[docSTAR]
Host=DOCSTAR
Connect=Provider=SQLOLEDB.1;Server=DOCSTAR;Database=DOCSTAR
OpenFaxDB=0
OpenJukeDB=0
OpenImportDB=0
RunFax=0
RunJuke=0
LogActivity=0
LogStatus=0
DropShares=0
[HostShares]
0=C:\DOCSTAR
1=C:\ARCHIVE
[HostBackups]
MASTER=14
MODEL=14
MSDB=14
DOCSTAR=14
[Filing]
Jukebox=0
[Fax]
FaxServer=0
Appendix B: Sample SHARED.INI File
[Server]
Connect=Provider=SQLOLEDB.1;Server=DOCSTAR;Database=DOCSTAR
[Filing]
HostVolume=3050D-1023
Volume=VOLUME_0001
MaxUncertain=600
[Jukebox]
JukeDBProxy=-1
[Fax]
FaxDBProxy=-1
Type=20
[System]
DeferredMin=2
AuditTrail=-1
AuditPurgeFreq=0
[Backup]
Path=C:\BACKUP\
Volume=
Next=12 Oct 2001 02:01:00
Nightly=-1
Inbox=0
MaxBackups=2
Last=10 Oct 2001 23:19:14, LITEVWR
LastBackup=1
[HostMapping]
3C45233B303C2C2B3E2D23=23232D3E26234D48484E464C394C5B23
3C45233E2D3C3736293A23=23232D3E26234C3A493E3E4D3D4D5B23
[License]
DisableArchive=-1
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docSTAR Core Technologies Workbook - v3eleven
Appendix C: Sample DOCSTAR.INI File
[docSTAR]
Host=DOCSTAR
SetupProgDate=10/05/01 11:47:56
SetupLevel=A
SetupOption=D
Demomode=-1
←(Forces the Host Processing Engine to process documents
as soon as they are submitted from this station-otherwise the Host
Processing Engine launches automatically every 2 minutes or when
‘Start Host Processing Now’ is selected from the Host Status Box)
Note: This is only recommended for use on Demo Machines.
[System]
Scan=-1
File=-1
ErrorLog=DSERRLOG.TXT
[FCPA]
Duplex=0
[Paths]
Database=C:\DOCSTAR\DATABASE
Connect=ODBC;DSN=DOCSTARSQL;DATABASE=DOCSTAR
[ScanPreferences]
DocScanOption=0
Duplex=0
ScanFileOption=0
TemplateID=0
[FilePreferences]
FileMode=0
InboxSortKey=2
InboxOrder=1
ReviewSortKey=1
ReviewOrder=1
HideInbox=-1
HideReview=-1
MinUncertainRate=50
ShowInboxLimits=0
LimitInbox=1000
ShowReviewBoxLimits=0
LimitReview=1000
TextStampText=FAXED %x
[RetrievePreferences]
ItemDefault=2
Cursor Location=1
ResultsSortKey=8
ResultsOrder=1
NarrowTemplate=-1
Vocabulary=-1
ShowKeywords=-1
FuzzyChar=1
FuzzyPercent=25
ShowResultsLimits=0
LimitResults=1000
[SendToPreferences]
SingleDoc=0
MultiDoc=3
Annotations=-1
FilePath=C:\DOCSTAR
FileType=1
Tab=0
EnablePrint=-1
EnableEmail=-1
EnableImageFile=-1
EnableFAX=-1
EnableTextBridge=-1
[DiskDupe]
SourceDrive=A:
DestDrive=A:
Archive=-1
Overwrite=-1
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docSTAR Core Technologies Workbook - v3eleven
Appendix D: Sample [COMPUTER NAME]-HOST.TXT File
5/30/03 12:11:57 AM
DSHost
docSTAR Host : 0
docSTARHost:CheckForClientLaunch Object variable or With
block variable not set(-91)
6/1/03 8:32:14 AM
:-1
LOG: Hardware Licensing Failure. Code: -7001
6/1/03 10:31:39 AM
:-1
LOG: HardwareKey Failure: GetHWKeyLicenses Error Code: -1000
6/1/03 10:31:39 AM
:-1
LOG: Hardware Licensing Failure. Code: -7001
6/1/03 1:39:06 PM
:-1
LOG: HardwareKey Failure: GetHWKeyLicenses Error Code: -1000
6/1/03 1:39:06 PM
:-1
LOG: Hardware Licensing Failure. Code: -7001
6/1/03 3:38:35 PM
:-1
LOG: HardwareKey Failure: GetHWKeyLicenses Error Code: -1000
6/1/03 3:38:35 PM
:-1
LOG: Hardware Licensing Failure. Code: -7001
Appendix E: Sample [COMPUTER NAME].TXT File
5/29/03 11:32:42 PM
:-1
LOG: OpenRecordset: SELECT * FROM tblSTATIONS WHERE lSTATIONID=0
Err.Number 3709The connection cannot be used to perform this
operation. It is either closed or invalid in this context.
5/29/03 11:32:42 PM
:-1
LOG: DATAERROR: Function: clsStationsTable Load
3704: Operation is not allowed when the object is closed.
5/29/03 11:32:42 PM
:-1
LOG: ret = 3
5/30/03 11:12:28 PM
DSServer
:-1
docSTARServer:StopServer Object variable or With block variable not set(-91)
5/30/03 11:21:41 PM
:-1
LOG: DATAERROR: Function: RSOpenRecordset
-2147217887: Multiple-step OLE DB operation generated errors. Check each OLE DB status
value, if available. No work was done.
EXEC procDSBeginUCRTrans
5/30/03 11:21:41 PM
:-1
LOG: ret = 3
5/30/03 11:21:41 PM
:-1
LOG: OpenRecordset: EXEC procDSBeginUCRTrans Err.Number 91Object
variable or With block variable not set
6/1/03 11:20:52 PM
:-1
LOG: HostVersion Failure: Found Version: .
6/1/03 11:20:55 PM
:-1
LOG: HostVersion Failure: Found Version: .
6/1/03 11:20:58 PM
:-1
LOG: HostVersion Failure: Found Version: .
6/1/03 11:21:01 PM
docSTAR
: 5
LOG: License Failure: Licensing has failed for the following
reason:
Host Token Failure Code: -7002
Machine Name: DOCSTAR
Page 122
docSTAR Core Technologies Workbook - v3eleven
Appendix F: Sample DBCHECK.LOG File
=======================================================================
==
Beginning Database Check-Up Reporting
PM
6/1/2003 8:57:20
=======================================================================
==
=======================================================================
==
Report:Duplicate Documents
6/1/2003 8:57:20
PM
=======================================================================
==
No Duplicate Documents Found
=======================================================================
==
Report:Duplicate Pages
6/1/2003 8:57:20
PM
=======================================================================
==
No Duplicate Pages Found
=======================================================================
==
Report:Documents Missing Pages
6/1/2003 8:57:20
PM
=======================================================================
==
No Paging Problems Found
=======================================================================
==
Report:Orphan Pages
6/1/2003 8:57:20
PM
=======================================================================
==
No Orphan Pages Found
=======================================================================
==
Report:Documents Missing ImageType
6/1/2003 8:57:21
PM
=======================================================================
==
No Pages Missing Image Types Found
***********************************************************************
**
Document Related Tables Checks
***********************************************************************
**
=======================================================================
==
Report:Orphan Inbox Records
6/1/2003 8:57:21
PM
=======================================================================
==
No inbox records found without corresponding document entry
=======================================================================
==
Report:Orphan Reviewbox Records
6/1/2003 8:57:21
PM
=======================================================================
==
No reviewbox records found without corresponding document entry
=======================================================================
==
Report:Orphaned Index Records
6/1/2003 8:57:21
PM
=======================================================================
==
No index records found without corresponding document entry
***********************************************************************
**
End Document Related Tables Checks
***********************************************************************
**
=======================================================================
==
Report:Docs w/Inbox Path not in Inbox or Review
6/1/2003 8:57:21
PM
=======================================================================
==
No documents in inbox found to be in error
=======================================================================
==
Report:Circular References
6/1/2003 8:57:21
PM
=======================================================================
==
No circular references found
=======================================================================
==
Page 124
docSTAR Core Technologies Workbook - v3eleven
Report:Orphan Records In The Hierarchy
6/1/2003 8:57:21
PM
=======================================================================
==
No orphan hierarchy records found
=======================================================================
==
Report:Documents With Null Fields
6/1/2003 8:57:21
PM
=======================================================================
==
No documents with Null fields found
=======================================================================
==
Report:Folders Disconnected From Root
6/1/2003 8:57:21
PM
=======================================================================
==
No folders not connected to the root folder found
=======================================================================
==
End of Report
=======================================================================
==
Appendix G: Sample 30/60/90 Day Plan
30 Day
1. docSTAR Product Knowledge – are docSTAR technicians certified in all aspects?
2. Complete the Connectivity Survey.
3. Complete the DataLink/Integration Agent Survey – if not a docSTAR authorized
integration this needs to be completed.
4. Engage docSTAR Professional Services – they can assist with unusual or perhaps your
first time Integrations.
5. Engage any Third Party Vendors – if there are other vendors connected to databases or
other software begin working with them now.
6. Develop a Project Plan that has specific milestones and timelines (Installation Checklist)
that are reasonable and share this with your customer.
7. Develop a training program that will address their needs. (workflows)
60 Day
1. Make a courtesy call to verify that the system is performing correctly and they are utilizing
it to its fullest potential.
2. Provide any additional training to further their usage.
3. Explore additional needs and report them to your sales team.
4. Revisit the customer with the account manager to recap.
90 Day
1. Perform Quarterly Preventive Maintenance Call.
2. Meet with customer to review your PM visit and findings.
3. Provide any additional training as needed.
4. Explore additional needs and report them to your sales team.
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docSTAR Core Technologies Workbook - v3eleven
Appendix H: Connectivity Survey
Customer Name_____________________________
Date____________________________
docSTAR Requirements
1.
2.
3.
4.
docSTAR requires 1 static IP address for each host, and 1 static/dynamic IP address for each
workstation.
docSTAR requires name resolution through DNS, WINS, or LMHOSTS.
docSTAR requires 1 active 100Mbps network connection for each host and scan station that will
be connected to your network.
Current docSTAR release notes should be used as a guide for minimum Hardware & Operating
System specifications for Host and client stations.
Information
Do you have System Support Personnel on staff?
Do you have a Database Admin?
How many Hosts / Scan Stations do you intend to use
on your network?
How many simultaneous users will view documents on
docSTAR?
Will any of the Scan Stations connect from a remote
office?
If “YES” how do they connect? WAN †
Internet
†
Do you plan to integrate docSTAR with your current
application?
If “YES” which application?
Yes
†
No †
Yes
†
No †
1
2
3
4
5
5 10 15 20
other _______
6
25
Yes
†
No †
Yes
†
No †
7
8
30
Please list the current database / network based software in use on your network.
Please list your current Internet Access type and provider(s).
9
35
10
40
11
45
12+
50
Contact Names / Numbers
Title
IT Director
Database Admin
docSTAR Admin
Network
Consultant
Name
Number
Email Address
Company Name
Network
If you have a current Network Map, please attach it to this survey.
Network Topology
CAT5/5e/CAT6
Fiber
Other
In use on
Yes †
Yes †
Yes †
your network?
No †
No †
No †
Network Backbone
100 Mbps hub
100 Mbps Daisy Chained / Uplinked hubs
100 Mbps Switch
100 Mbps Stacked Switches
Other
Average and Peak Utilization %
In use on
Yes †
Yes †
Yes †
Yes †
your network?
No †
No †
No †
No †
Average
%
Servers
Windows Server 2003
Windows Server 2008 R2
Unix / Linux
Novell
Web
Terminal Server
Citrix
Firewall
DHCP
VPN
AS400
Sun Solaris
Proxy
Other
How many do you have?
Active Directory? Yes †
Active Directory? Yes †
Network Protocols
TCP/IP
Other
Active?
Yes †
Yes †
Name Resolution
DNS (Internal)
DNS (External)
WINS
LMHOSTS
Not Sure
Do you use one on your network?
Yes †
No †
Yes †
No †
Yes †
No †
Yes †
No †
Yes †
No †
Page 128
Peak
%
No †
No †
Type?
No †
No †
docSTAR Core Technologies Workbook - v3eleven
Client Workstations
Windows XP SP3
Windows Vista SP2
Windows 7
MAC
Linux
Citrix
Dumb Terminals
NetPC
How many do you have?
Router(s)
Manufacturer
Model #
Are you able to modify settings?
Yes
†
No †
Messaging System
Microsoft Exchange
GroupWise
Lotus Notes
POP3
LDAP
Other
Currently
Yes †
Yes †
Yes †
Yes †
Yes †
Yes †
in use?
No †
No †
No †
No †
No †
No †
Messaging Client
Microsoft Outlook
Microsoft Outlook Express
Eudora
GroupWise
Netscape
Web based mail
Other
Currently
Yes †
Yes †
Yes †
Yes †
Yes †
Yes †
Yes †
in use?
No †
No †
No †
No †
No †
No †
No †
Remote
Offices
Location 1
Location 2
Location 3
Location 4
Location 5
Location 6
Location 7
Location 8
Location 9
Location 10
Connection
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
WAN
†
Connection Speed
# of Users
Utilization
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
†
Internet
%
Expected Scanning Volumes
Host or Internal Scan Stations
Location 1
Location 2
Location 3
Location 4
Location 5
Location 6
Approximate pages scanned per month
Location
Location
Location
Location
Total
7
8
9
10
Client PC Hardware
Intel P4
Intel Core2Duo
Intel I3
Intel I5
Intel I7
Other
How many do you have?
Additional comments:
Customer Signature ______________________________
Page 130
Date________________________
docSTAR Core Technologies Workbook - v3eleven
Appendix I: Connectivity Survey Answer Explanation
Requirements
•
•
•
docSTAR requires 1 static IP address for the Host system.
The docSTAR’s machine name must be able to be resolved to its IP address
for network workstations to communicate properly.
A 10 Mbps connection will function, but increased performance will be seen
using a 100Mbps connection.
Information
•
•
•
•
•
•
Support personnel on staff are not necessary, but will make integration of
docSTAR onto the customer’s network a much easier task.
A Database Admin is not necessary, but will be useful in the installation of
docSTAR in a network environment that has other database application
servers.
An increased number of Hosts / Scan Stations will require increased
bandwidth on the network and may require network architecture changes.
(Verify that hubs / switches can accommodate the number of machines on
the network and that network drops will be available for each proposed
station).
Increased amounts of users simultaneously viewing docSTAR images will
require increased bandwidth on the network.
When connecting from a remote office, you will need to look at connection
types and speeds, and whether the connection is through the Internet or
WAN. docSTAR clients connected over a WAN may not perform to the user’s
satisfaction. If better performance or Internet connectivity is required then
the docSTAR NetConnect Module must be sold for this application.
If docSTAR is going to be integrated with an application, extra information will
be needed. Please see the DataLink Integration Agent survey.
Network
Network Topology
• CAT3 should be considered a bare minimum, and will restrict network
bandwidth. When docSTAR is connected using CAT3 wiring, performance
issues may arise.
• CAT5/5e/6 is the industry standard in wiring. Depending on network
architecture CAT5 wiring should work very well.
• Fiber is usually only used as a backbone. Customers using Fiber as a
backbone will usually not have uplinked hubs, and should work well also.
Network Backbone
*Note: The network backbone is one of the most important sections to look at.
docSTAR will function best while connected with 100 Mbps switches, or stacked
switches.
•
•
•
•
Using a 10 Mbps hub, docSTAR will function, but may introduce bandwidth
issues.
Using Uplinked or Daisy Chained hubs / switches will decrease performance.
Using more than 3 Uplinked or Daisy Chained hubs may cause an inability to
connect, and is definitely not recommended. Cabling runs should not exceed
300 feet, (328 feet is the theoretical maximum distance) however staying
comfortably below this number will ensure proper performance. (see the
Network Cable Comparison chart at the end of this section)
10/100 Dual Speed hubs will function; care should be taken with multiple
Uplinked or Daisy Chained hubs on the network, as described above.
Average utilization should be fairly low. Anything above 70% may give rise to
network issues. Peak utilization should rarely go above 85% for an extended
period of time and if it does, note the times that utilization peaks.
Connectivity issues may arise during those times.
Servers
• docSTAR will coexist on a network with nearly every server on the market.
Care should be taken with Terminal Server and Citrix Server since users
accessing docSTAR using these servers can only be View or View / File clients.
Scan Stations will not function through a Citrix or Terminal Server
connections.
•
If your customer is running a Web Server or Firewall, extra configuration may
be required to install WebView or NetConnect.
Protocols
• TCP/IP is the preferred protocol for use with docSTAR. Some connectivity
issues may arise if using IPX / SPX or NetBEUI exclusively. NetBEUI is not
recommended for networks with more than 10 machines configured to use it.
The nature of NetBEUI will cause excessive network traffic, and may cause
connectivity issues with docSTAR and other network applications. (see the
Network Protocol Comparison chart at the end of this section)
•
Multiple protocols configured to run simultaneously from various machines will
cause increased bandwidth and may cause connectivity issues.
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docSTAR Core Technologies Workbook - v3eleven
Name Resolution
*Note: docSTAR requires name resolution to connect successfully.
Internal DNS
External DNS
WINS
LMHOSTS
Good, this means that the docSTAR machine name will be
resolved on the local network
Questionable, since the DNS is pointed to an address outside of
the network, and docSTAR is an internal device, proper name
resolution will be difficult.
Good, this means that the docSTAR machine name will be
resolved on the local network
Fair, will require maintenance on each station if an IP address
changes.
Client Stations
*Note: With many client stations, more emphasis is placed on the type of Network
architecture.
•
MAC and Linux machines will need to connect through WebView. There is
currently no native client for them.
•
NetPC’s are generally very “Low End” machines, and may not work well
running the docSTAR client.
Routers
When configuring NetConnect or WebView, it may become necessary to modify the
Port Mapping settings in the router. If the customer is unable to configure their own
router, someone with the knowledge and access to the configuration of the router
will have to configure the router for use with NetConnect or WebView. (i.e. a network
consultant, ISP, etc.)
Messaging System (Email/Fax/Attaché module)
docSTAR Send to Email will work with most major MAPI and Lotus Notes messaging
clients, but will not work with Web Based mail.
Remote Offices
*Note The number, types, speeds, and utilization of remote office connections are
very important in setting up docSTAR.
•
•
•
Large numbers of network connections may introduce network bandwidth
issues at the main locations WAN / Internet link. Slow connections or Internet
connections may make it difficult to connect to the Host system.
Types of connections are important for reliability and speed. (see the
WAN/Internet Connection comparison chart at the end of this section)
Current Utilization (without docSTAR traffic) will be important to estimate the
impact of adding docSTAR network traffic to this utilization.
Scanning Volumes
The volume of scanning is very important especially when connecting through a slow
connection. High scanning volumes create large amounts of data that will need to be
transmitted across the WAN or Internet connection to reach the docSTAR host.
Depending on the connection speed and average utilization, connectivity or
performance may be unacceptable.
Client PC Hardware
WAN / Internet Connection Comparison
Telecommuter/SOHO
Connectivity
Features
Speed
Reliability
Type of
Service
Application
Best Used
Typical
Customer
Number of
Users
Page 134
Mission Critical
Cable/FiOS
-Residential
-Business
Up to
20Mbps Download
1Mbps Upload
(Varies by Provider)
Good
Shared Medium
Bridged Network
Always On
Static IP Address
(Varies by Provider)
DSL
-Residential (ADSL)
-Business (SDSL)
Up to
9Mbps Download
1.5Mbps Upload
(Varies by Provider)
Good
Twisted Pair Copper
Packet Networking
Always On
Static IP Address
(Varies by Provider)
Telecommunications
Light Multimedia
Web Browsing
Email
Telecommunications
Light Multimedia
Web Browsing
Email
Moderate Use
Moderate Use
1-10
1-10
T1
T3
1.5Mbps
(available in
64Kbps fractions)
45Mbps
Outstanding
Two Pair Copper
Direct Point-toPoint Always On
Static IP
Address
Demanding
Business Apps
Web Serving
Web Browsing
Email
Real Time Video
Heavy Business
Use
50-300
Superior
2-Coaxial Cables
Point-to-Point
Always On
Static IP Address
Very Demanding
Business Apps
Web Serving
Web Browsing
Email
Real Time Video
Very Heavy
Business Use
200-5000
docSTAR Core Technologies Workbook - v3eleven
Appendix J: Sample Integration Survey
DocSTAR DataLink
Current Database Vendor name
Current database type (Access SQL…)
Database Version
Database Administrator Name
_____________________________
_____________________________
_____________________________
_____________________________
Are there ODBC or OLE DB drivers available for your database?
Yes
No
Do you have a username / password to gain access to the
database information?
Yes
No
Do you have the table and field names holding the data that needs
to be extracted? (database structure)
Yes
No
Is the data able to be exported to a delimited text file?
Yes
No
Integration Agent
Software
Software
Software
Software
Application Name
Application Vendor
Vendor Phone Number
Vendor Contact Name
__________________________
__________________________
__________________________
__________________________
Is the Vendor willing to program a button or “hot key” into their
software to be used for DocSTAR searches?
Yes
No
Does the software allow for programmable buttons or “hot keys”?
Yes
No
Is the application DOS based, Terminal Emulation, or AS400
based?
Yes
No
Does the customer use Internet Explorer v4.01 or higher?
Yes
No
Is the software Windows based?
Yes
No
Is the necessary data in a field or Titlebar? (both?)
Field
Titlebar
Is the software Web Based?
Yes
No
If so, is it accessed via Internet Explorer?
Yes
No
Describe the customer’s expectation of ‘Integration’
_____________________________________________________________________________
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Appendix K: Sample Installation Checklist
Pre-Sales, Pre-Installation, Delivery, Installation, and
Training Checklist
Pre-Sales
The following procedures need to be completed prior to the sale completion;
o Technicians are docSTAR Certified in necessary modules
o DataLink/Integration Agent Survey completed (if necessary)
o Connectivity Survey completed
o docSTAR Professional Services engaged (if necessary)
Pre-Installation
The following procedures need to be completed prior to the installation;
o 30/60/90 day plan is completed
o Engage third party vendors
o Create Installation Checklist
Delivery/Installation
The following procedures need to be completed during the installation process;
Basic Setup
o docSTAR Host System hardware & peripherals setup
o docSTAR Host System functioning properly.
o docSTAR Peripherals (External RAID, Scanner, & Printer) attached and
functioning properly
Network Setup
o docSTAR Host System attached to network successfully
o Network Attached Storage (NAS) device attached to network successful
o NAS backup system configured and functioning properly (if applicable).
o docSTAR Client Stations installed and functioning properly
o docSTAR Print Import 5.0 installed and functioning properly (on required
client stations)
Optional Module Setup
o docSTAR Core Modules installed & functioning properly
o docSTAR NetConnect installed & functioning properly
o docSTAR WebView installed & functioning properly
o docSTAR Integration Agent installed & functioning properly
o docSTAR DataLink installed & functioning properly
o docSTAR Barcode installed & functioning properly
o docSTAR Attaché installed & functioning properly
o docSTAR COLD/ERM installed & functioning properly
o docSTAR Records Management installed & functioning properly
o docSTAR PackageWorks installed & functioning properly
Pre-Sales, Pre-Installation, Delivery, Installation, and
Training Checklist (continued)
Training
Training is an essential part of a successful docSTAR implementation within the office environment. The
goal of the initial training is to cover the following topics;
Standard User Functions
o
o
o
o
o
o
Document preparation (removing staples, paper clips, sticky notes, etc.)
Scanning documents
Filing/Reviewing documents
Retrieving documents
Editing document properties (Title, Keywords, etc.)
Distributing documents (Print, Fax, Email, etc.)
Administrator Functions (based on installed options)
o
o
o
o
o
o
o
o
Creating/Editing Templates
Setting Guest/User Preferences
Setting Up & Administering Security
Setting Up & Administering System Settings
Using Maintenance Functions (Client Activity, Audit Trails, Event Log, Undelete Box,
etc.)
Administering Optional Modules (DataLink, Attaché, COLD, etc.)
Creating & storing disk duplicates in a safe, off-site location
Administering NAS backup system (if applicable)
Delivery, Installation, and Training Confirmation
I certify that the docSTAR electronic filing system has been delivered to my place of business with all of the components listed
on page 1. I further attest to the fact that the docSTAR System has been installed and is functioning properly. Also, an initial
training of standard user and administrator functions has been performed to my satisfaction.
______________________
Date
______________________________________
Signature
Company Name:_________________________
Company Contact Name:________________________
Address:_______________________________
Contact Title:_________________________________
City, State, ZIP:_________________________
Contact Phone Number:_________________________
To be filled in by installing docSTAR Service Engineer:
docSTAR System Serial #:_________________
docSTAR System Hardware Key #:________________
Important: Disk Duplication and Off-Site Storage Notice
The process and importance of making duplicate optical disks has been explained and emphasized. This has been shown to
be important for protection against data loss due to a natural disaster or other agent. I understand that should I choose not to
make duplicate disks and store them in a safe, off-site location that I am assuming responsibility for possible data loss resulting
from any such decision.
______________________
Date
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______________________________________
Signature
docSTAR Core Technologies Workbook - v3eleven
Appendix L: Sample Maintenance Agreement
Customer
Customer Name
Address
City, State, Zip
By
Acme, Inc.
By
Title
Date
Signature
Title
Date
Signature
This document is only meant as a
sample maintenance agreement.
Acme, Inc. hereinafter referred to as Acme with offices at 123 Main Street, Anywhere USA, by its
acceptance hereof, agrees to furnish the above named Customer, who agrees to accept maintenance
service as described below on the equipment listed at the end of this Agreement.
1. Term of Agreement
This Agreement shall cover a one year period beginning on the effective date listed below.
2. Warranty Charges
Customer agrees to pay the charges as indicated for the services provided hereunder.
3. Maintenance Service
During the term of the Agreement the customer may reasonably request during Acme’s normal business
hours an unlimited number of service calls on the equipment listed herein. Acme shall have reasonable time
in which to respond to each service call. Maintenance and/or repair necessitated by unauthorized
modification and/or repair of the equipment, accident, neglect, misuse, failure to follow the manufacturer’s
published operating specifications or, in Acme’s sole opinion, maintenance necessitated by other than
ordinary use is not covered by this Agreement. Customer agrees to pay for the foregoing excluded
maintenance and/or repair at Acme’s then current per call rates. Adjusting, cleaning, lubricating, and
software/system maintenance that are not part of an operator’s duties will be performed as required as part
of the normal service call.
4. Replacement Parts
Maintenance Service provided on site under this Agreement shall not include replacement of consumable
supplies including but not limited to disk media, paper, or toner. All parts needing replacement will be
replaced without charge with the exception of those parts needing replacement as the result of any cause
other than the ordinary use as intended by the manufacturer.
5. Software Updates
All software updates shall be provided at no cost for the host system only. This includes all software build
updates for the customer’s current software version. Software updates do not include version upgrades.
6. Unauthorized Software
Software not specifically approved by Acme or docSTAR shall void this agreement. Any service call
resulting from failure due to a conflict with non-Acme approved software is chargeable to Customer at
standard service rates.
7. Service Warranty and Limitation of Remedy
Acme warrants to the customer that the service provided hereunder will be performed in accordance with
industry practices and material and parts furnished under this Agreement will be free of defects in material
and workmanship upon delivery. If any failure to meet the foregoing warranty appears and written notice
thereof is provided to Acme, within the term of this Agreement, Acme will correctly perform the service
identified or replace the defective material or part provided. The foregoing service warranty constitutes the
Customer’s sole and exclusive remedy.
Acme shall not be liable for any incidental or consequential damages or economic loss including but not
limited to loss of profits, revenue or loss of equipment use. If any part of the hardware is required to be
shipped back to the manufacturer, the shipping charges will not be covered.
8. Equipment Transfer
Any transfer of equipment covered by this Agreement to a customer other than listed above or a location
outside of Acme’s normal servicing area automatically excludes such equipment from the terms of this
Agreement. Transfer of equipment to a different zone within Acme’s normal servicing area will result in an
adjustment of charges to the applicable rate for the new zone.
9. Assignment
This Agreement shall be binding on, and inure to the benefit of, the parties to and their respective heirs,
legal representatives, successors and assigns. Acme reserves the right to delegate its duties hereunder to
one or more independent contractors or another docSTAR dealer.
10. Termination
Either party may terminate without notice upon occurrence of a material breach of the terms of this
Agreement. This Agreement will automatically renew at the term of the contract or may be cancelled with 60
day written notice prior to term of contract.
11. Modification and Waiver
This Agreement constitutes the entire Agreement between the parties with respect to service of the
equipment and supercedes all prior and contemporaneous Agreements, representations, and
understandings of the parties. No variation or modification of the Agreement whether by the Customer’s
purchase order or otherwise and no waiver of any of the Agreement’s provisions or conditions shall be
binding unless in writing and signed by duly authorized owner, principals, or officers of Acme and Customer.
12. Headings
The subject headings of the paragraphs of this Agreement are included for purposes of convenience only,
and shall not effect the construction or interpretation of its provisions.
Acme will not be responsible for servicing any peripherals or memories added on the equipment listed in
this Agreement, unless a mutual written Agreement for servicing specific, approved peripherals or memory is
agreed upon between Acme and Customer. Furthermore, Customer will be required to pay Acme to install
and evaluate unapproved peripheral equipment or memories that are to be added to the systems covered
under this Agreement.
Any system with an Acme approved peripheral device or component will be handled as though that
component was purchased from Acme. Any networks and/or networking systems used in conjunction with
the docSTAR system herein are not covered under the maintenance Agreement.
Any service call resulting from failure of a non-Acme approved component is chargeable to Customer at
standard service rates. In addition, Acme will not provide, nor attempt to provide any parts necessary to fix
the component. The remainder of the Acme systems will be governed by normal service policies and carry
the normal Acme warranty.
Effective Date: ____________ Warranty Charges: _____________________
Software & Equipment Covered:
Unit
Model
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Appendix M: Sample Release Notes
docSTAR 3.11 Release Notes
Build 3.11.3
January 5, 2011
Copyright © 2009 – 2010 docSTAR, a division of Astria Solutions Group.
www.docSTAR.com
Telephone: 518-836-2700
The target audience for this document is trained docSTAR Service Technicians.
Please read this document for up-to-date information about docSTAR 3.11.
These release notes discuss the following topics:
docSTAR System Requirements
Processor
RAM
Video
Image Storage
Recommended Hardware
Pentium 4 2.0GHz
1 GB or more
1024x768, 16-bit color
RAID with DVD-RAM or other off-site backup
medium
Operating Systems Supported, Host
CP, EP, and Workgroup Models
Windows XP SP3 (x86) or XP SP2 (x64),
Windows Server 2003 SP2,
Windows Vista SP2,
Windows Server 2008 SP2,
Windows Server 2008 R2 (x64),
Windows 7
32 or 64 bit versions unless otherwise indicated.
SP, SPX, Departmental, and Enterprise
Each “Server” operating system listed above.
Models
Operating Systems Supported, Client
Same requirements as “CP, EP, and Workgroup”
host.
*64-bit operating systems require 64-bit scanner drivers, availability of which may be limited
All Models
Please note that docSTAR WebWorks has its own operating system requirements as
listed in the WebWorks Release Notes.
Installing docSTAR 3.11
Before you begin
Before you upgrade from a previous version of docSTAR, please be aware of the following:
Whenever you upgrade new software, it is good practice to first backup important files.
Therefore, you should make sure a recent backup has completed recently on your
docSTAR host computer. You can view the location used to perform backups by running
the Administration program and selecting Backup and Restore.
If you are upgrading from a previous version of docSTAR, your database will be
upgraded for docSTAR 3.11 and will not be compatible with your previous version.
Therefore, be sure to backup your docSTAR database as well as any documents in the
Inbox.
Confirm that you have the appropriate license certificates in hand. The Host license
for prior docSTAR versions must be upgraded to work with 3.11. In particular, make sure
you have a docSTAR 3.11 Host license.
Stop IIS if WebView is installed. If the docSTAR WebView module is installed on the
Host system being upgraded, IIS (Internet Information Server) should be stopped prior to
installing docSTAR 3.11. To stop IIS, click the Windows Start button, choose the Run
command, and type IISRESET /STOP in the dialog box. After docSTAR is installed, be
sure to reboot the system.
What is on the CD?
Below is a list of directories and the purpose found on the docSTAR 3.11 installation CD:
Directory
DOCSTAR
BDP
Dashboard
DIRECTX
DOCS
DOTNET
Framework 1.1, 2.0,
and 3.5
IELink
MDAC
NetConnect
PowerShell
Print Import 5
SS2K8R2EXPRESS
WebView
WebWorks
WindowsInstaller
Purpose
The docSTAR installation directory contains MAINMENU.EXE which is the
gateway to other installation and configuration programs. These include,
SETUP.EXE can be run directly to install or upgrade docSTAR without going
through MAINMENU.
Sample file installer for PackageWorks (formerly called BDP).
Installer for docSTAR Dashboard and Reporting Module
Microsoft DirectDraw 9.0c installation. This is used by the docSTAR setup
program if needed.
Contains the PDF documentation for docSTAR 3.9.
These Microsoft operating system components are installed by docSTAR
setup if needed.
Installer for docSTAR IELink (Internet Explorer Integration) Module.
Microsoft Data Access Components, installed if needed by docSTAR setup.
Install package for docSTAR’s remote connection module.
This Microsoft add-on is installed, if needed, by MAINMENU to support SQL
Server installation.
Install package for docSTAR’s printer-driver import module.
Microsoft SQL Server 2008 R2 Express Edition, with Tools, is provided for
certain docSTAR models. Other models come with SQL Server 2008 R2
Standard Edition, which is provided on separate disk.
Install package for docSTAR’s basic browser-based document viewing
module. Also contains sub-folders with Integration Agent and SmartLink
modules.
Install package for docSTAR’s full feature browse-based document
management software.
This Microsoft add-on is installed, if needed, by MAINMENU to support SQL
Server installation.
Note that the following components which were provided with prior versions of docSTAR are no
longer included.
• Adobe Reader -- The setup menu program, described below, offers a link to Adobe’s
website, from which the latest Reader can be conveniently downloaded and installed.
• Internet Explorer – All supported operating systems include a suitable version of IE.
• MDAC – All supported operating systems include this data access library.
• ASPI – Formerly required by SCSI-based scanners.
To install docSTAR 3.11
If you are upgrading from a previous version of docSTAR, refer to the instructions earlier in this
section. Then, follow these steps:
1. Close all Windows programs that are currently running on your computer including any
prior versions of the docSTAR Host and Client services, if installed. This is important to
avoid conflicts that might prevent proper installation.
2. Installing software generally requires administrative rights. Ensure that the user
account you are using has administrative rights to perform the installation.
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3. Install docSTAR 3.11.
Insert the CD in your CD-ROM drive, and the installation menu should start automatically.
If the installation program does not appear, double-click the MAINMENU.EXE program in
the docSTAR directory on the CD - or choose Run on the Start menu, type
d:\docstar\mainmenu.exe (where d is the drive letter of your CD-ROM drive)
Choose the Host Installation menu item. For new installations, you must install the
appropriate database first, as indicated on the screen. For upgrades, you can proceed to
install docSTAR Host software.
4. Install Equisys Zetafax (if provided with your model).
Find Equisys Zetafax within the Modules item of the main setup menu. Perform each of
the steps, from top to bottom, as listed on the screen. You will be prompted to insert the
Equisys Zetafax CD into your CD-ROM drive.
5. Re-Install Other Modules
Specifically, TAM integration and Print Import 5 have been updated for compatibility with
3.11 and for enhancements. Reinstallation of these modules is necessary.
6. Install docSTAR 3.11 Licenses.
Run the docSTAR Administration program and enter the docSTAR 3.11 license(s). Contact
our technical support department or visit our support portal for the necessary authorization
codes.
7. Install Updated ASPI Layer if Needed.
If using a SCSI scanner, run the ASPI32.EXE utility found in the ASPI directory. This utility
will install or upgrade the ASPI layer to the latest version.
8. Install ISIS Scanner Driver if Needed.
If you will be using a scanner, install the ISIS Scanner driver provided by your scanner
manufacturer. docSTAR does not support TWAIN scanner drivers.
New in 3.11
Please refer to the Features and Benefits document (FABS) or Technical Document.
Known issues
This section lists known issues in docSTAR 3.11
Auto Import on Multiple Workstations Must Not Monitor Same Folder(s)
Auto import may be run within the Client Service on multiple workstations, but only if each
monitors separate auto import paths. File access conflicts will occur, leading to duplicate
documents and import errors, if multiple workstations import from common, shared paths.
Notwithstanding, docSTAR 3.11 supports “multi-instance auto import”, as documented in the
Users’ Guide and Addendum, which allows multiple instances of the auto import process to run
on a single workstation.
Approval / Rejections Stamps Upside Down or Sideways
If a rotated, image document is approved or rejected, the approval/rejection stamp (annotation)
initially looks correct, but on subsequent loads appears rotated beyond its correct position. We
are working with a vendor to correct this. We do not see an issue when the approval or
rejection is applied while the document is viewed in its original orientation.
Printing Titles and BDP Cover Sheets – Out of Memory
Title pages and BDP Cover Sheets are generated in full color at 150 dpi by default, which may
fail if available memory is insufficient. No error is displayed and blank sheets are output. (An
error is logged.) There is currently a registry setting (Resolution under
HKLM/Software/docSTAR/docSTAR/Default) to lower the resolution if this is an issue. A more
visible preference setting for resolution is planned.
My docSTAR - Updates
Changes to PackageWorks names are not immediately reflected in favorites or alerts found in
the “My docSTAR” panel. Alerts are updated periodically (every 30 seconds on a local
connection, 90 seconds over NetConnect). Favorites are currently not updated to reflect name
changes. In both cases, although the label of the item will be out-of-date, it functions properly:
double-clicking it will open the correct item.
Technician’s Tools
New items in DSTechUtil for PackageWorks are planned.
‘Run-Time Error 0’ Logging Off
This error will occur sometimes when the following conditions are true:
• The Inbox window is open.
• The GUEST user does not have view rights to any Inbox.
• The LogOff button is pressed.
A proper message will report the rights issue and the Inbox will automatically close. However,
sometimes, the Run-Time Error 0 will follow it, closing docSTAR. The user may restart
docSTAR and resume work.
Carry-Over Known Issues
The following issues from prior versions remain open.
QuickBooks 2005 causes docSTAR Client to hang at splash screen.
When docSTAR 3.6 and higher is installed on systems where QuickBooks 2005 is installed or
where QuickBooks 2005 has been upgraded to QuickBooks 2007, the docSTAR Client will hang
at the splash screen. QuickBooks 2005 registers a file called QBobjproxy.dll. When this file is
registered in the Operating System’s registry, it is registered with a CLSID (Class ID) of
{00000000-0000-0000-0000-000000000000}. This is an invalid CLSID. To resolve this issue,
users will need to upgrade to QuickBooks 2007 AND remove this invalid CLSID. For more
information, please refer to the docSTAR Forum or to docSTAR Service Bulletin 6089.
IIS may need to be stopped prior to upgrading docSTAR
If Internet Information Server (IIS) is in use when a previous version of docSTAR is upgraded, it
may cause the upgrade to hang. To prevent this, stop IIS prior to performing the upgrade.
Microsoft Visio 2003 file format not supported.
Files saved using the Visio 2003 file format will not display correctly. If however, the Visio 2002
file format is used, the display is as expected.
Some files from Adobe Acrobat Version 9 not supported
With Acrobat Version 9, Adobe introduced a new format, PDF Version 1.7 Extension Level 3.
This format goes beyond the standard published as ISO 32000-1:2008, and this extension is not
supported by docSTAR. Users of Adobe Acrobat Version 9 should ensure that they elect to
save documents as the ISO standard, PDF Version 1.7 to ensure broadest compatibility. This is
the format used by Adobe Acrobat Version 8.
Zetafax 2008 Compatibility
docSTAR is not fully compatible with Zetafax 2008. Certain issues with the Zetafax
Administrative API were found. Although a patch is available, docSTAR recommends skipping to
Zetafax 2009 or 2010.
Zetafax Configuration after Install
In the MAINMENU install program, an error is reported if the option to configure the Zetafax client
is selected immediately after installing it. Instead, select Zetafax Client Configuration from the
Start menu or exit and restart MAINMENU to configure the Zetafax client.
Text Extraction from PDF
Text extraction from PDF (during filing) uses a new engine. Whereas the new engine is far more
widely compatible with various PDF formats than our prior engine, some PDF files (notably, fill-in
forms) are adversely affected. Specifically, there is a loss of formatting, such that some text may
run together, making search by certain words in effective. We are working with our vendor for a
resolution.
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OLE2.DLL Errors During Install
Sometimes, the installer fails to register DLL’s and OCX’s. In such cases, an error message
regarding OLE2.DLL will be displayed many times when the installer reaches the point at which
it registers installed components. We have been unable to pinpoint when or why this occurs,
but have determined that – when it occurs – many docSTAR files are written to the install folder
with “8.3” file names, such as DSImag~1.OCX. If this occurs, the application must be
reinstalled.
Best Practices
A complete backup should be keep offsite as well as onsite.
Part of any Disaster Recovery Plan should include performing regularly scheduled backups of
the docSTAR database and Inbox contents. The images of the stored documents should be
written to a local media device for easy retrieval, as well as, to a removable media device as a
backup. Ideally, a copy of the database, Inbox contents, and the stored document images
should be keep on-site for easy restoration in the event of a system failure, as well as offsite,
should a total loss of both the system and locally stored backups occur.
Performance and Cosmetic Issues
Results screen / Extremely Large Result Sets.
On systems with a lot of documents, searches that are overly vague can return a lot of data.
Due to limitations with some of the underlying Microsoft technologies being used, result sets
containing hundreds of thousands of documents can cause “Out of Memory” errors. As a result
docSTAR will not return more than 100,000 results for any search.
Template Processing / Image Enhancement Options.
docSTAR includes Despeckle and other image enhancement option, which can make a
noticeable change in document template processing speed. If processing time becomes
objectionable, the image enhancement options can be turned off to improve template
processing speed. Many scanners incorporate sufficient image enhancement features.
Document Viewing / First Open.
The first time any document is opened in a given session of docSTAR on a client workstation,
there may be a noticeable delay before the first document is shown. This will only occur for the
first document loaded. All subsequent documents should load without any noticeable delay.
Revision History
Build 3.11.1
Alpha and limited beta release.
Build 3.11.2
General beta release.
• Bug fixes listed as in 3.10.20 and 3.10.21
•
Improved speed in Get Approval/Get Monitor functions achieved on MS SQL 2005 and later
through addition of a SQL2005.SQL script in the installer.
•
PackageWorks enhancements: packages with new documents are listed in bold; multiple
slots may be selected and reviewed successively. Details are in the user documentation.
•
Installer: MAINMENU revamped: includes IE Link, WebWorks, and Dashboard; URLScan
updated; Lockdown tool eliminated SETUP now installs hardware key drivers for x64 as well
as x86.
•
Improved VCS performance: faster when editing or running templates. Enhanced VCS
Status display (DSClient): supports sorting and resizing; enhanced VCS management:
automatic deletion of old VCS’s supported in DSADMIN/DSHOST.
•
Inbox bug fix – some operations could produce false “no items selected” message when
automatic refresh is enabled.
•
Logging out with the Inbox open when GUEST has no permissions would force the Inbox to
close sometimes generated a fatal runtime error. Now the Inbox is cleared, but the Window
remains open.
•
SETUP: an issue with version comparison was sometimes causing files with long names to
be installed with 8.3 names (eg. DSImag~1), which would cause error messages (eg. “OLE2
is not a valid image”) during install, requiring a reinstall. The problem has been eliminated by
installing these files based on date comparison. Note that this will cause the installer to fail to
update a file if its modified date is somehow change. In such a situation, the prior file should
be deleted prior to running the installation.
•
SETUP: upgrades/updates are now faster because the OIT, Accusoft 16, and Accusoft
16.NET are skipped when no change is needed. (The same improvement had already been
made for the Nuance folder.)
•
The native file viewer has been updated. See the 3eleven Users Guide Addendum for
details.
•
The “EnableThumbnails” INI option is now found under the section “[ThumbnailPreferences]”
in both SHARED.INI and DOCSTAR.INI. The value in SHARED.INI affects all stations but
may be overridden by a value in the local DOCSTAR.INI. The SHARED.INI value is now
editable through the DSADMIN System Preferences window. Previously, this setting was
found in the “System” section; if still present there, it is ignored.
Build 3.11.3
• Bug fixes listed in 3.10.22.
•
Scroll bars no longer disappear from View form’s data panel after running a template.
•
XML data for Indexed Import are no longer deleted after running a template, allowing a
template to be rerun (or another template to be run), using these data. These data are
retained for the life of the document.
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A bug, which prevented Inbox maintenance in DSADMIN, has been fixed.
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Settings import and export, especially for PackageWorks, improved. Several bugs were
fixed, and the ability to exchange custom fields and users only as needed for other items was
added.
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The Page Options form is resizable, and the number of pages shown will adjust between
three and five based on the size and aspect ratio of the form.
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