Installing Intelligent Device Client

The Intelligent Device Client helps the following client applications communicate with the server.

• AccuRoute Desktop
• Embedded applications like Embedded AccuRoute for HP and Embedded AccuRoute for Ricoh.

The Intelligent Device Client manages AccuRoute Desktop and the Embedded clients separately. Each category utilizes a unique web server extension, application pool, virtual directory and location. The main components of the Intelligent Device Client environment are detailed in the following table.

Component	Location	Function
DesktopWebAPI	\Upland AccuRoute\AccuRoute \WebAPI\DesktopWebAPI	This folder is utilized for messages coming from AccuRoute Desktop. AccuRoute Desktop submits messages to ...\DesktopWebAPI\FileTransfer. The messages are processed by OmISAPIU.DLL, other supporting DLL files, and XML-based configuration files in ...\DesktopWebAPI\Scripts.
WebAPI	\Upland AccuRoute\AccuRoute\WebAPI\WebAPI	This folder is utilized for Embedded Intelligent devices. Applications like Embedded AccuRoute for Ricoh submit messages to ...\WebAPI\FilePostings. Applications like Embedded AccuRoute for HP OXP, Embedded AccuRoute for Xerox EIP submit messages to ...\WebAPI\FileTransfer The messages are processed by OmISAPIU.DLL, other supporting DLL files, and XML-based configuration files in ...\WebAPI\Scripts.

 

Web server extensions and application pools

During installation, the Intelligent Device Client creates and modifies web server extensions. It also creates the application pools. The installation setup:

• Checks the status of the web server extension WebDAV. If it is not allowed to run, the setup changes its status to Allowed.

Note: WebDAV must be allowed to run; this is a requirement of Intelligent Device Client.

• Creates the web server extension DesktopWebAPI for AccuRoute Desktop and sets its status to Allowed.
• Creates the web server extension WebAPI for Embedded applications and sets its status to Allowed.
• Creates the application pool DesktopWebAPI for AccuRoute Desktop.
• Creates the application pool WebAPI for Embedded applications.

Dependencies

Intelligent Device Client runs under the World Wide Web Publishing Service in IIS 7.0, and has dependencies on the following web server extensions:

• WebDAV (WebDAV, or Web-based Distributed Authoring and Versioning, is a set of HTTP extensions that enables multiple users to edit and manage files on remote web servers.)
• DesktopWebAPI
• WebAPI

Note: Important! The status of these web server extensions must be set to Allowed at all times.

IIS Integration

The Intelligent Device Client has a dual implementation — one for AccuRoute Desktop and another for Embedded applications. Each has a unique web server extension, application pool, virtual directory, and location so that each implementation can be managed separately.

Function	Web Server Extension	Application Pool	Virtual Directory	Disk Location
Enabling HTTP or Secure HTTP connection between AccuRoute Desktop and the AccuRoute Server	“DesktopWebAPI” represents ...\Upland AccuRoute\AccuRoute\WebAPI\ DesktopWebAPI\Scripts\OmISAPIU.DLL	Application Pools/ DesktopWebAPI/	Default Web Site/ DesktopWebAPI	\Upland AccuRoute\AccuRoute\ DesktopWebAPI
Allowing Embedded applications on multifunction devices to connect to the server	“WebAPI” represents ...\Upland AccuRoute\AccuRoute\WebAPI\ WebAPI\Scripts\OmISAPIU.DLL	Application Pools/WebAPI	Default Web Site/ WebAPI	\Upland AccuRoute\AccuRoute\ WebAPI

For more information on IIS web server extensions, application pools, and virtual directories, consult the IIS Windows documentation.

Message submission failures

Intelligent Device Client submits messages from a client application to the server. Each application that requires Intelligent Device Client, handles submission failures differently.

Configuring HTTPs connectivity for AccuRoute Desktop

When AccuRoute Desktop must be able to connect to AccuRoute Intelligent Device Client using Secure HTTP connectivity, additional configuration is required. Set the FileTransfer property for Intelligent Device Client to HTTPS, and then test the secure connection.

Setting the FileTransfer property to HTTPS

Intelligent Device Client has a FileTransfer property for AccuRoute Desktop that defines the file transfer protocol used between clients and the web server. By default, the property is set to HTTP. To use Secure HTTP connectivity, set the FileTransfer property to HTTPS.

To set the FileTransfer property to HTTPS:

1. Go to: ...\Upland AccuRoute\AccuRoute\WebAPI\DesktopWebAPI\Scripts.
2. Open OmISAPIU.xml in Notepad.
3. Locate the FileTransfer property and set the protocol type to https, for example, <FileTransfer>https://172.16.10.48/DesktopWebAPI/FileTransfer/</FileTransfer>.
4. Verify that the URL includes the IP address of the web server running Intelligent Device Client. The computer name is not supported.
5. Save and close the file.

Testing the secure connection

Test the connection to the web server and verify that Intelligent Device Client accepts secure requests only. Run this test from any system in the LAN running server or client software. (Before this test can be run, a certificate must be installed on the Default Web Site and SSL must be enabled.)

To test the secure connection

1. Start the browser and go to: http://[web server]/DesktopWebAPI/Scripts/OmISAPIU.dll?Action=GetConfiguration where [web server] represents the host name or IP address of the web server.

Note: The Action command in the URL is case-sensitive.

• The browser displays an error indicating that the page must be viewed over a secure channel.

2. Go to the address bar and change http to https, and press Enter. The browser loads the requested page.

• If Internet Explorer displays a message indicating that this site is not trusted, add the site to the list of trusted sites and continue.

Intelligent Device Client is configured to use Secure HTTP connectivity with AccuRoute Desktop. The Intelligent Device Client installation is complete.

Tip: The default directory security configuration can be modified if it does not comply with the security policy in the LAN. Go to Modifying the directory security configuration of virtual directories.

Modifying the directory security configuration of virtual directories

The virtual directories created by the Intelligent Device Client setup grant the following access:

• Authenticated access via integrated Windows authentication.

The default authentication and access control configuration can be modified if it does not comply with the security policy in the LAN. Intelligent Device Client supports all IIS authentication methods except .NET Passport and Digest Authentication for Windows Domain server, and also supports IP address and domain name restrictions.

Note: After Intelligent Device Client is installed, the virtual directory properties are set to allow read access, allow execute permissions on scripts and executable, and use its associated application pool (DesktopWebAPI or WebAPI). Do not modify these settings.

The default authentication and access control configuration for the virtual directory enables anonymous access with the local IUSR account or the account specified during installation and enables integrated Windows authentication.

A modified configuration must meet the following conditions:

• If anonymous access is enabled, the account used for anonymous access must have full control to read and write to the folder. These permissions are configured in the Windows security settings on the folder.
• If integrated Windows authentication is enabled, all accounts used to post and download files, and gain access to the OmISAPIU.DLL resource, must have full control to read and write to the folder. These permissions are configured in the Windows security settings on the folder.

AccuRoute Desktop or an Embedded application must be able to access the Intelligent Device Client configuration file OmISAPIU.DLL. Test the connection to the web server and verify that Intelligent Device Client is installed and configured correctly.

Test connectivity to Intelligent Device Client

Run this test from any system in the LAN that is running Upland AccuRoute server or client software.

1. Log in to any system in the LAN running server or client software.
2. Start the browser and go to:

• https://[web server]/[virtual directory]/Scripts/OmISAPIU.dll?Action=GetConfiguration
• where [web server] represents the host name or IP address of the web server and [virtual directory] represents the name of the virtual directory in IIS that is accessed by AccuRoute Desktop or Embedded applications.

Tip: A connection to Intelligent Device Client from a client running AccuRoute Desktop looks similar to: http://goliath/DesktopWebAPI/Scripts/OmISAPIU.dll?Action=GetConfiguration. A connection to Intelligent Device Client from a device running an Embedded application looks similar to: http://goliath/WebAPI/Scripts/ OmISAPIU.dll?Action=GetConfiguration

When constructing the URL, consider the following:

• The Action command in the URL is case-sensitive.
• If Secure HTTP connectivity is configured for AccuRoute Desktop, replace HTTP with HTTPS.

The browser displays the basic configuration for the Intelligent Device Client.

If an error occurs, troubleshoot the web server, see Troubleshoot connectivity issues and repeat the test until it is successful.

Troubleshoot connectivity issues

Issue description	Resolution
No connectivity to server	A networking issue might be preventing access to the server. Ping the web server. If this test is successful but the connectivity issue remains, continue to the next issue.
World Wide Web service is stopped or disabled.	Open the Services applet on the web server and check the status of the World Wide Web service. If the service is stopped, verify that the service is enabled and then start it. Verify that the service is running before closing the Services applet. If the connectivity issue remains, continue to the next issue.
The Default Web Site is stopped in IIS.	Start IIS and expand the web server where Intelligent Device Client is installed. Expand the items in the console tree so that Default Web Site is visible. If the node is labeled Default Web Site (Stopped), right-click the node and select Start. If the connectivity issue remains, continue to the next issue.
The IIS application pool for Intelligent Device Client is disabled.	Start IIS and go to [web server]>Application Pools>[application pool]. Right-click the appropriate application pool and select Start. If the connectivity issue remains, continue to the next issue. Execute permissions on the Scripts directory are inadequate. Start IIS and go to [web server]>Default Web Site>[virtual directory.
Execute permissions on the Scripts directory are inadequate.	Start IIS and go to [web server]>Default Web Site>[virtual directory]>Scripts. Right-click Scripts and select Properties. IIS displays the Directory properties. Go to Application Settings and verify that Execute Permissions is set to Scripts and Executables. If the connectivity issue remains, check the Knowledge Base for technical articles that are helpful in troubleshooting the web server, and then contact Technical Support.