About Upland AccuRoute Server Platform

Note: Contact your Account Manager to purchase additional connectors or components, if necessary.

The server has the following standard features.

Centralized administration - You can manage the server using the Server Administrator, a snap-in for Microsoft Management Console. After you connect the Server Administrator to your server in the LAN, you can:

• Monitor message processing
• Troubleshoot errors
• Manage the server connectors
• Modify the configuration of server components
• Manipulate rules for handling inbound and outbound messages
• Manage user permissions and feature access

Automated self-maintenance - You can manage the databases of the using the Maintenance component and configure:

• Cleanup feature to remove messages and billing entries from the message database after a specified length of time.
• Archive feature to copy messages to an archive database and remove the messages and the billing entries from the archive after a specified length of time.

Customized document workflow - You can create rules (called Distribution Rules) to determine how the server will process inbound and outbound messages. The rules are highly configurable and can be manipulated to achieve specific results.

Configurable user permissions and feature access - You can create groups and configure user permissions in the Server Administrator. The collection of user records determines each user’s access privileges to the Upland AccuRoute Desktop, WebApps , the Legacy Web Views Client, and Approval..(Approval is a configurable feature that results in a user’s messages being reviewed or approved before they are sent.) The user default configuration applies globally to users who do not require special permissions or feature access.

Unicode Compliance - The Unicode Standard is a universal character-encoding scheme for written characters and text. It defines a consistent way of encoding multilingual text thereby enabling the exchange of text data internationally. The AccuRoute server supports utf-16 UTF-16 (16-bit Unicode Transformation Format) is a character encoding capable of encoding all 1,112,064 valid character code points of Unicode. on all text and most input/output utf formats.

Upland AccuRoute features are accessible where the users need them most—on desktops, the web, mobile devices, office machines, multifunction devices, and business systems that are an integral part of the communication workflow.

Upland AccuRoute can be licensed for desktop and intranet-based applications for:

Multifunction devices and business systems - AccuRoute is a premier provider of software solutions complementing the hardware solutions offered by leading manufacturers of multifunction devices and business machines such as Hewlett Packard, Ricoh Corporation, and Xerox Corporation.

Upland AccuRoute has also become a premier provider of software solutions that complement the hardware solutions offered by these highly successful companies with established global presence. This partnership enabled AccuRoute to join the esteemed HP Platinum Partner Program in 2007. AccuRoute won the Ricoh and Sun Java Solutions Developer Challenge in 2006.

Document and records management systems - AccuRoute integrates with leading document and records management solutions including:

CA MDY FileSurf, Dropbox™, box, WebDav, Google Drive™, EMC® Documentum®, HP Records Manager, Hyland® OnBase®, iManage, OpenText Document Management (formerly Livelink ECM - eDocs™ DM and Hummingbird DM), Microsoft® SharePoint®, Microsoft OneDrive™ (Personal and Business), World Software WORLDOX®, Xerox® DocuShare, Iron Mountain Accutrac (XE)®, and OpenText LegalKEY®.

Note: The software may enable you to send data to third parties in connection with the use of one of their services, including box, Google (for Google Drive) or Microsoft (for Microsoft OneDrive).

Additionally, Upland AccuRoute has developed unique systems for streamlined document routing: AccuRoute™ ObjectArchive™, FileShare, MyFolder, and Single Page Image Files.

Cost management systems - AccuRoute integrates with Control Systems Copitrak®, Equitrac Professional®, and nQueue® Billback iA Cost Recovery interfaces.

Litigation support systems - AccuRoute can distribute documents to litigation support systems such as CT Summation, FTI® Ringtail™, and LexisNexis® Concordance®.

Contact your Account Manager for more information on these and other integrations.

• Ensure that you meet the installation requirements outlined in Hardware and Software Requirements.
• Install the server using the instructions in Installing the Server.
• Perform required configurations using the instructions in Post Installation Configurations.
• Perform optional configurations, if needed, using the steps in Optional Configurations.
• Set up Microsoft ExchangeX integration, if required, using the instructions in ExchangeX Integration.
• Set up Domino/Lotus Notes integration, if required, using the instructions in Lotus Notes Integration.
• Set up SMTP integration using the instructions in SMTP Integration.
• Set up other server-side features such as:
  • ObjectArchive (Installing ObjectArchive)
  • Remote Administrator (Installing Remote Administrator)
  • Remote Composer (Installing an additional Composer)
  • Remote Modem Server Installing Remote Modem Server)
  • Remote Embedded Directive Manager (Installing Remote Embedded Directive Manager)
  • Remote connector for DMS libraries (Installing Remote Connector for DMS libraries)
  • Remote Intelligent Device Client (Installing Remote Intelligent Device Client)
• Depending on your licenses, you can set up the Desktop or WebApps Client for users to create Distribution Rules. Consult the User Guide Library that has links to Desktop, WebApps Client, and other related documentation.
• Use the Server Administrator to monitor system failures and troubleshoot workload bottlenecks.

The server uses icons to identify both the type of message routed and the state (successfully sent or not) of each message. The following tables list these icons and their corresponding meanings.

Successful Queue Icons

General Failure Queue Icons