About Summation Connector

The Summation connector allows the AccuRoute Server to communicate with Summation iBlaze, a standalone program for the legal profession, specifically for litigators. The server supports v2.7 of the Summation iBlaze Client.

Summation Web Integration is not available through the AccuRoute Desktop. Instead, an HTML form is added to the Summation iBlaze Client. After you run the client installation, an AccuRoute tab is added to the iBlaze Client user interface.

Note: Summation connector is not cluster aware.

Summation connector requirements

You must have the following installed and configured before you can install the Summation Connector.

  • AccuRoute Server with all the required configurations

  • AccuRoute Web Client. For instruction, consult the Clients Installation Guide.

  • Summation iBlaze Client v2.7 For instructions, see Installing Summation iBlaze.
    You must install Summation iBlaze in a network environment, not on a local drive. Concurrent the Concurrent-User Edition installation instructions in the Summation Installation Guide.

  • AccuRoute Summation Add On Client  

Additionally, the client systems where you will install the Summation Web Integration must have the following:

  • Summation iBlaze Client v2.7

  • One of the following applications installed on the client workstations: Adobe Reader 6.0 or later / Acrobat Reader 5.5/5.0 / Adobe Acrobat 5.0 or later.

Note: All Summation Web Integration installation and configuration is performed on the AccuRoute Server. No additional configuration is required on the client workstations.

Installing Summation iBlaze on the AccuRoute Server

  1. Navigate to directory containing the Summation iBlaze setup files.

  2. Double-click setup.exe to open the installation wizard.

  3. Follow the install wizard instructions.

  4. When the installation is complete, open Summation iBlaze, then close it. This is necessary before you continue to configure the AccuRoute integration.

  5. Continue to Modifying OmtoolWeb.htm.

Note: Important! You cannot use the AccuRoute Server as a Summation iBlaze workstation.

Modifying OmtoolWeb.htm

The OmtoolWeb.htm file is located in the C:\ProgramFiles\Omtool\OmtoolServer\Clients\SummationAddOn\ directory. The html file contains information that Summation uses to locate the AccuRoute Server. You must modify the file before you add the Summation connector.

To edit OmtoolWeb.htm

  1. Using Notepad, open OmtoolWeb.htm, located in the C:\ProgramFiles\Omtool\OmtoolServer\Clients\SummationAddOn\ directory.

  2. Find the section:
    top.location.replace(http://ACCUROUTE_SERVER/OmtoolARWeb/Summation.aspx)

  3. Replace AccuRoute_Server with the name of your AccuRoute Server.

  4. Save and close the file.

Accessing the Summation connector

To access the Summation connector

  1. Start the Server Administrator.
    On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

  2. On the console, expand the Server Administrator tree.

  3. Select Connectors. The Connectors details pane lists the connectors that are licensed with your server.

  4. Double-click the Summation connector to view its properties.

See also

Configuring Summation Web Integration Environment

Required Summation Connector Configurations

Adding a Summation Connector

Using Summation iBlaze