Installing DMS Libraries Remote Connector

The Upland AccuRoute connector for DMS libraries routes documents from the server to your company document management system (DMS). When routing an inbound document, the connector for DMS libraries creates a document ID and a pending document in the DMS. When the actual document arrives at the destination DMS server, the connector for DMS libraries locates the placeholder and replaces it with the actual document. After installing the server, you can create an connector for DMS libraries locally. The connector for DMS libraries that is installed on a remote system is called Remote Connector for DMS Libraries.

When scaling an environment with additional connectors or components, always consult Technical Support. The Technical Support team can assist you in correctly identifying potential bottlenecks in the system based on workload and other factors. Moreover, Technical Support can provide helpful information on the overall impact of increasing the speed and efficiency of the system. Performance and stability consulting are also available for a fee. To purchase additional Embedded Directive Manager component licenses, contact your Account Manager. If a detailed analysis of the environment is necessary, Technical Support may recommend a fee-based consultation.

Hardware and software requirements

Remoteconnector for DMS libraries requires a system that meets the following minimum requirements:

  • Windows NT domain computer that always runs in the same domain as the server
  • Dual core processor
    • 2 GHz
    • 4GB of RAM
    • RAID 5W with 100 GB of disk space
    • Microsoft mouse or compatible pointing device
  • Windows 2012 64-bit, Windows 2008 R2 64-bit

  • DMS client application. The client application must be installed on the system where you are installing the remote DMS client.

Additional requirements

Remote connector for DMS libraries installation also requires the following:

  • Access to the network copy of the server setup
  • Windows user account that belongs to the Administrators group
  • License key for Remote connector for DMS libraries
    • Contact Technical Support for the license key.

 

  1. Log in to the system where you will install the Remote connector for DMS libraries using an account that belongs to the Administrators group.
  2. Navigate to the network where you have kept the server setup files.
  3. Run \MessageServer\setup.exe. The InstallShield wizard opens and configures your system for installation and displays a welcome message.

  4. Click Next. The setup shows the License Agreement page.

  5. Review the License Agreement. You must scroll to the bottom of the Agreement before you can accept the terms.

  6. Select I accept the terms of the license agreement.

  7. Click Next. The Setup Type options are displayed.

  8. Select Custom and click Next. The setup shows a list of features.

  9. Select Connector Package, clear all the other features you are not installing at this time.

  10. Click Next. The setup checks the system for installation requirements and displays the results.

Note: The setup cannot continue until all requirements are installed and configured. (Double-click an item in the list for more information.) If any required components were not detected, click Cancel and click Yes to exit the setup and install the components that are required to complete the installation.

  1. Click Next to continue the installation. The setup requests logon credentials for the service account. The NT Domain and User Name fields are populated automatically based on the current Windows user.

  2. Enter the logon credentials of the service account.

    • In the NT Domain field, enter the name of the Windows domain.
    • In the User Name field, enter the user name.
    • In the Password and Confirm Password fields, enter the password for the user.
  3. Click Next. The setup validates the user account and then shows installation settings.

Note: If other installation features are included, the setup might request additional information before displaying installation settings.

  1. Review the installation settings and click Next to start the installation. The setup installs the selected component and displays a message indicating that the installation is complete.

  2. Click Finish.

The Remote connector for DMS libraries is installed on the remote system, add the new connector for DMS libraries to the server. Continue to Adding Remote Embedded Directive Manager.

 

  1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
  2. Expand the Server Administrator tree and right-click Components.
  3. Select New > Embedded Directive Manager Component. The wizard opens the Server Address page.

  4. Select Remote Server option and enter the computer name or IP address of the system running Remote Embedded Directive Manager.

  5. Click Next. The wizard verifies that Remote Embedded Directive Manager is installed and displays a message indicating that the configuration is complete.

  6. Click Finish. The wizard adds the component to the components list in the details pane.

  7. Restart the Component Manager service on the server.

  8. If removing the local instance of Embedded Directive Manager from the server, continue to Removing Embedded Directive Manager

 

Embedded Directive Manager on the server can be removed only if a Remote Embedded Directive Manager exists.

  1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
  2. Expand the Server Administrator tree and click Components.
  3. Right-click the Embedded Directive Manager you want to remove and select Delete from the drop-down list options. You are prompted to confirm that you want to delete the selection.
  4. Click Yes to continue. The component is removed from the list.
  5. Restart the Component Manager service on the server.

 

See also

Installing Intelligent Device Client