Hardware and Software Requirements

The streamlined Upland AccuRoute Server installation and configuration process automates a series of verification, installation and configuration tasks. However, before you can install the server on a system, you need to make some initial server configurations and assure hardware and software requirements are met. The server installation requires a dedicated system that meets the following minimum requirements.

  • Windows NT domain computer that always runs in the same domain and is not a domain controller
  • Dual core processor
    • 2 GHz
    • 4GB of RAM
    • RAID 5W with 100 GB of disk space
    • Microsoft mouse or compatible pointing device

Note: Hardware requirements are subject to change based on the configuration of implementation. Upland AccuRoute recommends using a core for each compose thread that is configured to do OCR. The server comes with two Compose threads. You can increase the number of threads as needed. Contact Technical Support for more information.

  • Microsoft Windows 2012 x64, Windows 2016 x64, Windows 2019 x64, or Windows 2022.
  • Windows Active Directory - the server can only be installed in a Windows Active Directory environment. All server security and authentications are dependent on the Active Directory authentication.
  • Microsoft.Net Framework
    • MS.Net 4.6.1 is required to install the server. The installation includes MS.Net 4.6.1, if not currently installed.
    • MS.Net 3.5.1 is required to install the Embedded Device Client, the Intelligent Device Client, the WebApps Client, and the Legacy Web Views Client.
    • Notes v5.x / v6.x /v6.5 client (for Notes integration only)

    • Microsoft Internet Explorer 11, or later

    • Acrobat Reader 9.0 or 1.0 or later

    • Internet connection (required for installing Microsoft.Net and for using cloud-based Folders)

Upland AccuRoute supports the Embedded Device Clients on many devices. Refer to Supported Devices for a current and comprehensive list of supported devices

 

The setup automatically installs a local Composer on the server. This is needed to compose documents into the specified final formats. You can also install a Remote Composer if needed. For installation instructions, see Installing an additional Composer. The Local and Remote Composers must have the following applications installed if using the native application to convert documents. For example, if you are planning to use Crystal Reports for compose, it must be installed on the compose server.

  • Microsoft Visio 2007 for *.VSD and *.VDX message attachments

  • Crystal Reports v10.0 or earlier for *.RPT message attachments

  • Microsoft Office 2007 or higher for *.DOC, *.DOCX, *.PPT, *.PPTX, *.XLS, and *.XLSX message attachments (recommended, but not required)

  • Microsoft Word 2007 or higher for *.DOC Routing Sheet templates

Note: Important! Visual Basic for Applications is required for PowerPoint document conversion. You must install this component for PPT and PPTX document formats to compose successfully on the server. If this component is not installed, and you try to compose a PowerPoint document, you will get an error.

Note: Routing Sheet templates are provided in *.DOC and *.OMTPL format, and these templates can be edited in Word and WordPad respectively.

 

A server installation also requires the following:

  • A service account. For instructions on how to create the service account, see Creating a service account.
  • Windows user account that belongs to the local Administrators group. For instructions on how to create this group, see Creating an Admins group.
  • Server license key
  • Licenses for any additional features that require a license
  • Configuring a service account for ExchangeX.

Note: This is required only if you are integrating with ExchangeX environment.

  • Installed MS SQL application. For instructions, see Installing Microsoft SQL Express.
  • Fax boards/modules installed, configured, and tested. This is required only for a server that supports faxing.

 

See also

Required Configurations and Installations