Nuance Business Connect Installation Guide

Nuance Business Connect Installation Guide
Installation Guide
Version 7.0
© 2016
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Nuance® Business Connect™ Installation Guide
Document Revision History
Revision Date
Revision List
August 4, 2016
• Initial Release
© 2016 Nuance Communications. All rights reserved.
All rights to this document, domestic and international, are reserved by Nuance Communications. No part of this publication may be reproduced, stored
in a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise) without prior written
permission of Nuance.
Trademarks
Business Connect™, AutoStore® and Output Manager® are trademarks or registered trademarks of Nuance Communications.
All other brands and their products are trademarks or registered trademarks of their respective holders, and should be noted as such.
Symbols Used In This Guide
The following symbols are used in the margins of this guide:
Note
The accompanying text provides cross-reference links, tips, or general information that can add to your
understanding of the topic.
Caution
The accompanying text provides key information about a step or action that might produce unexpected results if
not followed precisely.
Warning
Read the accompanying text carefully. This text can help you avoid making errors that might negatively affect
program behavior.
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Contents
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
AutoStore and Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuring IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Install IIS 7.0/7.5 on Windows Server 2008/2008 R2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Register ASP.NET with IIS Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Enable a 32-Bit Application Pool in IIS 7/7.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing Business Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Configuring Business Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Configure a Database on a SQL Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Configure an Embedded SQL Server Compact Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
AutoStore Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Web Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Support Service Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Connect Web Server to Support Service on Local Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Connect Web Server to Remote Support Service on Different Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Support Service Configuration in Standalone Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Connect Web Server to Standalone Support Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Securities Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Output Manager Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Launching Admin Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Configuring Web Capture for Business Connect Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configure Web Capture Communication Port . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Configure Web Capture to Authenticate Business Connect Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Configure Web Capture to Support My Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Configuring SSL for Business Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Configure SSL for the Business Connect Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Add Site Bindings in IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configure SSL in Business Connect Server Configuration Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specify the Server Address on the Business Connect Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28
29
31
32
Configuring SSL for Web Capture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Contents
Configure the Business Connect Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Add the Certificate to the AutoStore Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Configure SSL for Web Capture in AutoStore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Configuring SSL for Output Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
On the Output Manager Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
On the Business Connect Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring SSL for Support Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring SSL for Support Service in Stand- Alone Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
39
40
43
44
Licensing Business Connect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
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Nuance® Business Connect™
Installation Guide
Overview
This document provides instructions for installing the Nuance® Business Connect™ Server. The document is designed
for use by the System Administrator for Business Connect Server and Nuance® AutoStore. The Business Connect
Server installer is downloaded from the Internet and run locally. (This is provided via Software Updates in AutoStore.)
The installation program guides you through the steps for installing Business Connect Server.
The information in this document applies to:
• Business Connect 7.0
• AutoStore 7.0
• SecurePrint 6.0
• Output Manager 3.2 (optional)
The Business Connect solution consists of the following software:
• Business Connect Server
• Support Service
• Business Connect application for iOS/Android devices
• Web Capture (part of AutoStore)
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Installation Guide
Prerequisites
Hardware
• Windows operating system (OS) running on a computer with at least a 2 GHz processor
• Minimum 2 GB of RAM is necessary (4 GB or greater is recommended)
• Minimum of 20 GB of hard disk space
• NIC Card
Software
Supported Windows operating systems:
• Windows Server 2008 R2 SP1 Enterprise
• Windows Server 2008 (32-bit or 64-bit) Standard /Enterprise – with the latest service pack
Ensure that the Windows Server 2008 has Microsoft Visual C++ 2005 SP1 (VC80) Redistributable Package
8.0.50727.4027 or later, which can be downloaded from the Microsoft web site. Versions of mscrt80.dll earlier than
8.0.50727.4027 will not work with the Business Connect Server database. Windows Server 2008 R2 SP1 does not
require any update as it already has the later version of mscrt80.dll.
• Windows 7 Professional (Windows 7 is not recommended for environments with more than 100 users)
Additional software:
• Nuance AutoStore 7.0
• SQL Server 2005
• SQL Server 2008
• Microsoft .NET Framework 4.5.1
• Microsoft IIS 7.0 for Server 2008
• Microsoft IIS 7.5 for Server 2008 R2
Remaining prerequisites are installed during the installation process.
AutoStore and Microsoft SQL Server
AutoStore and Microsoft SQL Server should be installed and configured prior to installing Business Connect. Refer to
your AutoStore documentation for installation instructions.
The authentication mode for Microsoft SQL Server must be configured to use Mixed Mode Authentication or SQL
Server Authentication. Contact your system administrator for assistance.
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Installation Guide
Configuring IIS
IIS must be installed and configured with the required components and settings to be able to run the Business
Connect server.
Install IIS 7.0/7.5 on Windows Server 2008/2008 R2
To install IIS 7.0 on Server 2008 or IIS 7.5 on Server 2008 R2, do the following:
1
Select Start > All Programs > Administrative Tools > Server Manager.
2
In the Server Manager window, click Roles in the left pane. The Roles Summary view is displayed.
3
Click Add Roles to open the Add Roles Wizard.
4
On the Before You Begin page, verify the information, and then click Next to continue.
5
On the Select Server Roles page, select the Web Server (IIS) checkbox from the Roles options, and click Next.
6
A Web Server (IIS) introductory page opens with links to additional information. Click Next to continue.
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Installation Guide
7
On the Select Roles Services page, select the following roles to install, and click Next to continue.
• Common HTTP Features (all roles)
• Application Development (all roles)
• Security (all roles except IP and Domain Restrictions)
• Management Tools (do not include IIS 6 roles)
• IIS Hostable Web Core
8
On the Confirm Installation Selections page, verify the roles and role services, and then click Install.
The Installation Progress page opens. You cannot cancel the installation process.
9
When the IIS 7.0/7.5 installation is complete, the Installation Results page opens. Click Close to complete the
process, and return to Server Manager.
10 Confirm that the Web Server was installed by opening a web browser and entering the address http://localhost.
The default IIS7 Welcome page opens.
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Installation Guide
Register ASP.NET with IIS Server
After installing IIS 7.0/7.5 on the server, the ASP.NET application needs to be registered with IIS.
To register ASP.NET with IIS, do the following:
1
Locate the ASP.NET IIS registration file (aspnet_regiis.exe) on the system where the .NET framework is installed.
• 32-bit system (C:\Windows\Microsoft.NET\Framework\v4.0.30319\)
• 64-bit system (C:\Windows\Microsoft.NET\Framework64\v4.0.30319\)
2
Start the command prompt and Run as Administrator.
3
Enter the following two commands in order to access the directory with the aspnet_regiis.exe, and to register
ASP.NET with IIS:
CD C:\Windows\Microsoft.NET\Framework64\v4.0.30319\
aspnet_regiis -i
Once ASP.NET is installed and registered, it is now added to the IIS Application Pool.
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Installation Guide
Enable a 32-Bit Application Pool in IIS 7/7.5
After registering ASP.NET with IIS, 32-bit application pools need to be enabled to run on 64-bit systems.
To enable a 32-bit application pools, do the following:
1
Select Start > All Programs > Administrative Tools > Internet Information Server (IIS) Manager.
2
Click Application Pools in the left navigation pane to open the Application Pools screen.
3
Right-click ASP.NET v4.0 and select Advanced settings from the menu.
4
In the Advanced settings window, set Enable 32-Bit Applications to True, and click OK.
5
Close the IIS Manager.
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Installation Guide
Installing Business Connect
The Business Connect Server must be installed on a computer with access to the AutoStore server. Although it can be
on a separate server from AutoStore, it is recommended that Business Connect is installed on the same server as
AutoStore. The following illustration is an example of the Business Connect Server installed on the same computer as
AutoStore.
Once the Business Connect Server is installed, you must run the Business Connect Server Configuration Manager to
set up the Web Server and various other settings required for the installation. You must also run AutoStore Process
Designer to configure the Web Capture endpoint and Business Connect Server licenses.
To install Business Connect Server, do the following:
1
Download the Business Connect Server installer from Software Updates in AutoStore.
2
Run BusinessConnect_7.0.0.xxx.exe as administrator.
3
On the Welcome screen, click Next to begin the installation process.
4
On the License Agreement screen, review and accept the license agreement and then, click Next to continue.
5
On the Customer Information screen, type your User Name and Organization, and then, click Next to continue.
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Installation Guide
6
The default installation location is shown on the Destination Folder screen. To specify a different path, click
Change and specify the different location. Click Next to continue.
7
On the Setup Type screen, select Complete (recommended) to install all components (Web Server and Support
Service) on the same machine, or select Custom to install the Web Server and Support Service on different host
machines. Then, click Next to continue.
8
If installing the Custom option, click the drop-down menu next to a component and select either This feature will
be installed on local drive or This feature will not be available to specify whether a component will be installed.
To change the location where Web Server is installed, click the Change button. You can click the Space button to
view available and required space on local drives.
After you finish configuring the custom install, click Next to continue.
9
On the Ready to Install the Program screen, click Install to start the installation process.
10 Along with the Web Server files, the installation program installs the Business Connect Server Configuration
Manager, which is a utility that allows you to set up the Web Server and other required settings after installing the
Web Server. On the InstallShield Wizard Completed screen, leave the Launch Configuration Manager checkbox
selected to launch the Configuration Manager when installation is complete.
11 Click Finish to complete the installation.
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Installation Guide
Configuring Business Connect
Once the Business Connect Server is installed, the following components need to be configured in the Business
Connect Server Configuration Manager:
• Database (SQL Server or SQL Server Compact)
• AutoStore
• Web Server
• Support Services
• Securities
• Output Manager
Database Configuration
Business Connect uses on a Microsoft SQL Server database to manage transactions. Users in an enterprise
environment often require the functionality of a separate SQL Server database server. Microsoft also offers a SQL
Server Compact database that is embedded in the Business Connect Server.
Configure a Database on a SQL Server Database
To create a database on a separate SQL Server database server, do the following:
1
Go to Start > All Programs > Nuance> Business Connect > Business Connect Configuration Manager.
2
In Business Connect Server Configuration Manager, click the Database tab.
3
Clear the Use built-in database file checkbox.
4
Enter the SQL Server instance in the Server name box.
A named instance of SQL Server is normally identified by hostname\instancename (for example:
CORPSRV\SQLSRV). The default instance of SQL Server is referred to by the hostname for the server.
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Installation Guide
5
Enter the Username and Password used to connect to the Business Connect Server database. To use a Windows
domain user name and password, select the Windows Authentication User checkbox.
NOTE: If a SQL Server user name already exists, Configuration Manager uses that user name. If a user name does not
exist, Configuration Manager adds the user to the SQL Server. The user name specified is assigned to the database
roles required by the Business Connect server.
6
Enter the name of the Database that is associated with the Business Connect Server.
7
For a new database, click Create Database to create the database.
8
In the SQL Server Authentication dialog box, specify a user account that is authorized to create or update the
specified database on the database server, and then click OK.
• Click Windows Authentication to create the database using your current domain logon credentials.
• Click SQL Server Authentication to enter an authorized SQL Server Username and Password.
9
Click the Test button to test the connection to the server. If the connection fails, make sure that the database server
is running, and that you entered the correct Server name along with valid credentials for the database or for
creating the database.
10 Once successful, click OK to close the Test connection succeeded message.
11 Click Create Database schema. A message appears, indicating that any data in the database will be deleted.
12 Click Yes unless you want to save any existing data.
NOTE: If you click No, the database will not be created. Specify a different database, one which contains no data or
contains data that can be deleted.
13 Once the database is successfully created, click Apply to save the settings.
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Installation Guide
Configure an Embedded SQL Server Compact Database
To configure the embedded SQL Server Compact database, do the following:
1
In Business Connect Server Configuration Manager, click the Database tab.
2
Ensure the Use built-in database file checkbox selected.
3
Click the Change password button to create a unique database password for your installation, and then click OK.
For Current password, type the default password, which is "Pass@123". Then enter your new password in the
New password and Retype password fields.
4
Click the Test button to check the database connection.
5
Click the Apply button to save your changes.
NOTE: The initial SQL Server Compact database is created automatically. If desired, click the Create Database button
to replace an existing SQL Server Compact database.
AutoStore Configuration
1
In Business Connect Server Configuration Manager, click the AutoStore tab:
2
Select the Enable AutoStore connection checkbox to use AutoStore to provide workflows. This option is selected
by default.
3
Ensure that Server address shows the correct address for the AutoStore server. You can enter "localhost" if
Business Connect Server is running on the same machine as AutoStore.
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Installation Guide
4
In the Mobile service port, enter the port used for Business Connect Server communication.
5
Click Apply, and then click the refresh button in the License section.
The License Status changes to "Licensed" if Business Connect Server connects successfully to the AutoStore server.
NOTE: For Business Connect Server to communicate with AutoStore and show the "Licensed" status, the Web
Capture service must be running, and the port number must match the Business Connect service port number in
the Web Capture Web Server settings. See Configuring Web Capture for Business Connect Server on page 24.
Web Server Configuration
1
In Business Connect Server Configuration Manager, click the Web Server tab:
2
Record the Web Server and Admin Tool URLs. To access the Web Server or Admin Tool remotely, replace
“localhost” with the server address (for example, http://192.168.10.86 /AdminTool/Home).
NOTE: After Web Server is installed and configured, the Admin Tools web page is used by Web administrators to
monitor and maintain general Web Server settings, locations, users, and more. Refer to the Nuance® Business
Connect™ Administrator Guide for details.
3
If the Server status is "Running", click Stop.
4
Select the Web server type. Either Embedded Web Server or Internet Information Service (IIS).
NOTE: IIS must already be installed on the server before it can be configured.
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Installation Guide
• For Embedded Web Server click Configure, and provide the Web site’s Mobile Server port and Admin Tool
port, and click OK.
• For Internet Information Service (IIS) click Configure, and provide the Web site’s IP address and Port, and
click OK.
5
Click Apply to save the settings.
6
Start the service.
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Installation Guide
Support Service Configuration
Support Service can be installed on the same machine with Web Server (Complete installation mode) or in another
machine (Custom installation mode). When Support Service and Web Server are both installed on the same machine,
you can configure Web Server to connect to Support Service on a local machine or on a remote machine.
Connect Web Server to Support Service on Local Machine
By default, Web Server is configured to connect to Support Service on a local machine. The “Connect to Support
Service on local machine” checkbox is selected.
To configure Support Service to connect with Web Server locally, do the following:
1
In Business Connect Server Configuration Manager, click the Support Service tab.
2
If the Server status is "Running", click Stop.
3
Click the Configure button to open the Support Service Configuration dialog box.
4
In this dialog box, users can modify the Service port number or turn On/Off SSL mode for Support Service. Refer
to Configuring SSL for Support Service on page 43 for SSL configuration details.
5
Click Start to start the service again.
6
Click Apply to save the settings.
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Installation Guide
Connect Web Server to Remote Support Service on Different Machine
To configure Web Server to connect to remote Support Service, do the following:
1
In Business Connect Server Configuration Manager, click the Support Service tab.
2
Uncheck the “Connect to Support Service on local machine” option
3
Enter the Server address and Service port number of the remote Support Service.
4
If SSL option is turned on in remote Support Service, check the Use SSL option.
5
Select a certificate from the Choose certificate drop-down list and enter the Certificate password. Refer to
Configuring SSL for Support Service on page 43 for SSL configuration details.
6
Click Test Connection to verify all settings.
7
Click Apply to save the settings.
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Support Service Configuration in Standalone Mode
If Support Service is installed separately from Web Server (Standalone mode), the Configuration Manager on the
machine where Support Service was installed contains only the Support Service settings.
To configure Support Service in standalone mode, do the following:
1
Open the Business Connect Server Configuration Manager on the standalone server.
2
If the Server status is "Running", click Stop.
3
The user can modify the Service port number or turn On/Off SSL mode for Support Service. Refer to
Configuring SSL for Support Service on page 43 for SSL configuration details.
4
Click Start to start the service again.
5
Click OK to save the settings.
Connect Web Server to Standalone Support Service
To configure Web Server to connect to remote Support Service, do the following:
1
In Business Connect Server Configuration Manager, click the Support Service tab.
2
Uncheck “Connect to Support Service on local machine” option
3
Enter the Server address and Service port number of the standalone machine running Support Service.
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4
If SSL option is turned on in Standalone Support Service, check the Use SSL option.
5
Select a certificate from the Choose certificate drop-down list and enter the Certificate password. Refer to
Configuring SSL for Support Service on page 43 for SSL configuration details.
6
Click Test Connection to verify all settings.
7
Click Apply to save the settings.
Securities Configuration
Security keys are needed to encrypt the credentials that are sent between the client and the server. Every time the
Business Connect Server is installed, a new set of keys must be generated.
To configure security keys, do the following:
1
In Business Connect Server Configuration Manager, click the Securities tab.
2
Enter a Password, then click Create.
A confirmation message appears, indicating that the security keys were successfully created.
3
Next to Built-in Admin password, type the password for the "admin" user.
The admin user password allows an Business Connect administrator to access the Business Connect
Administrator Tool using the "admin" user name. The default password is "admin".
4
Click Apply to save the security settings. If necessary, you can review the configuration settings on any of the tabs.
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Output Manager Configuration
To configure Output Manager settings, do the following:
1
In Business Connect Server Configuration Manager, click the Output Manager tab.
2
Enter the Server Address host name for the Output Manager server.
3
Enter the Service Port used by the Output Manager server to communicate with clients, and click OK. By default,
port 8066 is used to connect to Output Manager, and 8067 when SSL is checked.
4
Enter the Source Name of the input source specified in Output Manager.
5
Click Apply to save the settings.
6
Click OK to close the Business Connect Server Configuration Manager.
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Launching Admin Tools
At this point, you can log into Admin Tools to perform initial setup before other users are configured as
administrators using the default "admin" user name.
You can launch Admin Tools from a link in Configuration Manager. Or, you can note the Admin Tool URL and enter
it in your browser. You may want to add it to your browser Favorites.
To launch Admin Tools:
1
In Business Connect Server Configuration Manager, click the Web Server tab.
2
Click the link to Admin Tool URL.
3
Log in with the Username and the Password entered on the Securities tab. The default password is "admin".
4
After successful login, return to the Configuration Manager click OK to save the settings, and then click Close.
Refer to the Nuance Business Connect Administration Guide for information about using Admin Tools
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Configuring Web Capture for Business Connect Server
Web Capture configuration is only needed if the Enable AutoStore connection checkbox is selected on the AutoStore
tab of the Business Connect Server Configuration Manager (see AutoStore Configuration on page 15).
Web Capture must open a communication port that is accessible to the Business Connect Server. This process is
performed in AutoStore Process Designer (APD). Refer to your AutoStore documentation for more details.
NOTE: If Web Capture is already in use in another configuration, it is recommended that you set up a new and
separate task dedicated to Business Connect.
Configure Web Capture Communication Port
To configure the Web Capture communication port for Business Connect Server, do the following:
1
Open AutoStore Process Designer, and double-click the Web Capture icon.
2
Click the Web Server tab.
3
For Mobile service port, enter the port used for Business Connect Server communication.
NOTE: The value entered here must match the value entered for Service Port in the on the AutoStore tab of
Business Connect Server Configuration Manager. See AutoStore Configuration on page 15.
4
Save and restart the task.
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5
On the AutoStore tab of the Business Connect Server Configuration Manager, confirm that the AutoStore Server
address is correct and that the Mobile service port number is the same specified for Web Capture.
If Business Connect Server is installed on the same host as AutoStore, enter "localhost" for Server Address. If
AutoStore is on a different machine, enter the IP address or host name for the AutoStore server.
6
Click Apply, and then click the refresh button in the License box. The License Status switches to "Licensed".
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Configure Web Capture to Authenticate Business Connect Users
To configure Web Capture to authenticate Business Connect users, do the following:
1
Open AutoStore Process Designer, and double-click the Web Capture icon.
2
Click the Authentication tab.
3
Select the Authentication Type that you are using.
• Active Directory
• LDAP authentication
• Custom script (requires a Custom Development license)
4
Configure the settings to authenticate users and groups for the selected authentication type.
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Configure Web Capture to Support My Files
Web Capture can be configured to retrieve additional user attributes from the directory service. The home directory
attribute is used to retrieve the user’s home directory path, which is used for the My Files feature. If this attribute is not
retrieved in Web Capture, the user’s home directory path can be entered manually in Admin Tools.
1
Open AutoStore Process Designer, and double-click the Web Capture icon.
2
Click the Authentication tab.
3
Select the Use an LDAP search to retrieve additional user information checkbox.
4
Click Configure to open the LDAP Lookup Settings dialog box.
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5
Fill in the following fields:
For this option
Do this
LDAP server
• Enter the LDAP server address. This is the same as the address for the domain controller.
Root DN
• Enter the domain’s Root Distinguished Name.
Login credentials
• If the LDAP server allows anonymous login, choose the Login as anonymous option.
• If it does not, choose the
• Login with following credentials and provide the User name and Password.
Directory Type
• Choose Active Directory.
Additional
Attributes
• Enter home Directory. If there are additional attributes that are needed for workflows, enter
them here as well and separate them with “;”
Configuring SSL for Business Connect
This section describes the how to configure SSL for Business Connect. When you choose to use SSL, you need to
configure SSL settings and specify a certificate for both ends of a communication link. Business Connect enables
administrator to set up an SSL connection between any of the components of the Business Connect solution.
Configure SSL for the Business Connect Client
When Web Server is deployed behind the corporate firewall:
• The address of the router/proxy server must be used in generating the SSL certificate.
• Port forwarding must be set up on the router/external server to point to the internal Mobile Server port. For
example: https://office.yourcompany.com:35016 forwards to https://10.16.35.106:443
The generated SSL certificate must be issued for the specific URL/address of the external server/proxy. Examples:
• office.yourcompany.com
• *.yourcompany.com
The SSL certificate must be issued by a trusted certificate authority. Examples:
• Computer Associates
• GoDaddy
• Symantec (formerly VeriSign)
To configure SSL for the Business Connect Client, complete the following three tasks:
1
Add site bindings in IIS.
2
Configure SSL in Business Connect Server Configuration Manager.
3
Specify the Business Connect Server name on the Business Connect Client.
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Add Site Bindings in IIS
1
Launch IIS 7.0 Manager, and select the Server node.
2
In the IIS section, double-click Server Certificates.
3
In the Actions pane, click Import, and to open the Import Certificate dialog box.
4
Click the browse (…) button and locate the certificate (.pfx) file, and click Open.
5
Enter the Password for the certificate, and click OK.
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6
The Server Certificates list should now show the installed certificate.
7
In the Connections menu, click the Mobile Server application nod and then click Bindings in the Actions pane.
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8
In the Site Bindings dialog box, click the Add button.
9
In the Add site bindings dialog box, set the Type to https and select the appropriate certificate from SSL
certificate drop-down, and then click OK.
10 The Site Bindings list box shows both the http (80) and https (443) bindings.
11 Click the Close button.
Configure SSL in Business Connect Server Configuration Manager
1
On the Web Server tab in Business Connect Server Configuration Manager, select Internet Information Service
(IIS) and click the Configure button.
2
In the IIS Configuration dialog box, only specify the http port (80).
3
Click OK to close IIS Configuration dialog box.
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Specify the Server Address on the Business Connect Client
On the Business Connect Client, specify the URL that points to the https port (443).
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Configuring SSL for Web Capture
Configure the Business Connect Server
1
In Business Connect Server Configuration Manager, click the AutoStore tab.
2
Select the Use SSL checkbox.
3
Select <New self-signed...> from the Choose Certificate drop-down list,
4
In the New Self Signed Certificate dialog box, do the following:
a
Enter your Company name.
b Set the Expire Date to create the desired period.
c
Enter a Password for the certificate.
d Click OK.
The certificate file in stored in the Nuance\Business Connect\Config directory, and needs to be installed on the
AutoStore server.
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Add the Certificate to the AutoStore Server
1
Copy the certificate to the host machine that is running AutoStore server.
2
Start the Microsoft Management Console. On the Start menu, click Run, type mmc.exe, and then click OK.
3
Select File > Add/Remove Snap-in.
4
On the Add or Remove Snap-ins screen, double-click Certificates from the list of Available snap-ins.
5
On the Certificates snap-in screen, select to manage certificates for Computer account, and click Next.
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6
On the Select Computer screen, ensure Local computer is selected, and click Finish to set up the MMC
Certificates snap-in to manage the local computer.
7
Click OK to close the Add or Remove Snap-in screen.
8
In the left navigation pane of the MMC console, expand Certificates (Local Computer).
9
Right-click Trusted Root Certification Authorities, and select All Tasks > Import.
10 On the Certificate Import Wizard Welcome screen, click Next,
11 On the File to Import screen, click the Browse button.
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12 Select and Open the Personal Information Exchange (.pfx) file that was copied to the host machine, and then click
Next.
13 Enter the Password used to generate the certificate on the Business Connect Server, and then click Next.
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14 Ensure the Certificate store is set to Trusted Root Certification Authorities, click Next, and then click Finish.
15 In the MMC console navigation pane, go to Certificates (Local Computer) > Trusted Root Certification
Authorities > Certificates, and confirm that the certificate has been added.
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Configure SSL for Web Capture in AutoStore
1
On the AutoStore server, open the AutoStore Workflow Process Designer, and double-click the Web Capture icon,
and click the Mobile Server tab.
2
Select the SSL checkbox.
3
Select the previously created certificate from the Choose certificate drop-down list.
4
Enter the Certificate password.
5
Click OK, and restart the AutoStore Service.
6
On the Business Connect Server, open Business Connect Server Configuration Manager, and click the AutoStore
tab to verify that the connection to AutoStore has been successfully established.
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Configuring SSL for Output Manager
On the Output Manager Server
1
Start the Output Manager Server Configuration Utility and click the SSL Certificate Manager tab.
2
In the Choose Certificate section, select <new self signed…> and click the browse (…) button.
3
On the Browse for Folder dialog box specify or create a folder under My documents, and click OK.
4
The certificate folder location and name are auto-populated in the Choose Certificate and Certificate Name
fields.
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5
Enter and confirm the Certificate Password.
6
In the Ports to Bind box, select the 8067:NSi.OutputManager.Input.SisMgr checkbox.
7
Click the Generate button. A Status message indicates the success or failure of the certificate generation.
8
Navigate to the location specified by Choose Certificate, and copy the generated certificate file.
On the Business Connect Server
1
Save the newly generated certificate file on the Business Connect Server.
2
Start the Microsoft Management Console. On the Start menu, click Run, type mmc.exe, and then click OK.
3
Click File > Add/Remove Snap-in.
4
In the Available snap-ins list, click Certificates, and then click the Add button to move the certificate to the
Selected snap-ins list.
5
On the Certificates snap-in screen, select Computer account, and click Next.
6
On the Select Computer screen, ensure Local computer is selected, and click Finish to set up the MMC
Certificates snap-in to manage the local computer.
7
Click OK to close the Add or Remove Snap-ins screen.
8
In the left navigation pane of the MMC console, expand Certificates (Local Computer).
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9
Right-click Trusted Root Certification Authorities, and select All Tasks > Import.
10 On the Certificate Import Wizard Welcome screen, click Next,
11 On the File to Import screen, click the Browse button.
12 Select and Open the Personal Information Exchange (.pfx) file that was copied to the host machine, and then click
Next.
13 Enter the Password used to generate the certificate on the Business Connect Server, and then click Next.
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14 Ensure the Certificate store is set to Trusted Root Certification Authorities, click Next, and then click Finish.
15 In the MMC console navigation pane, go to Certificates (Local Computer) > Trusted Root Certification
Authorities > Certificates, and confirm that the certificate has been added.
16 Open the Business Connect Server Configuration Manager and click the Output Manager tab.
17 Select the SSL checkbox.
18 Enter the Service port number for the Output Manager service port shown in the Ports to Bind box in the Output
Manager SSL Certificate Manager settings. The default port is 8067.
19 Click the Test Connection button, to test the connection.
The message box displays whether the test connection was successful.
20 If the connection was successful, click OK, and restart the Business Connect Server Web Service.
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Configuring SSL for Support Service
To configure SLL for Support Service, do the following:
1
In Business Connect Server Configuration Manager, click the Support Service tab.
2
If the Server status is "Running", click Stop.
3
Select the Use SSL checkbox.
4
Select <New self signed...> from the Choose Certificate drop-down list,
5
In the New Self Signed Certificate dialog box, do the following:
a
Enter your Company name.
b Set the Expire Date to create the desired period.
c
Enter a Password for the certificate.
d Click OK.
The certificate file in stored in the Nuance\Business Connect\Config directory.
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Configuring SSL for Support Service in Stand- Alone Mode
1
Open the Configuration Manager on the standalone server.
2
If the Server status is "Running", click Stop.
3
Select the Use SSL checkbox on the File Service machine and select a certificate from the Choose Certificate
drop-down list.
4
Open the Configuration Manager on the Mobile Server, and click the Support Service tab.
5
If the Server status is "Running", click Stop.
6
Select the Use SSL checkbox on the Mobile Server machine and select a certificate from the Choose Certificate
drop-down list.
7
Copy the certificate file from the Mobile Server machine and add the Certificate to the File Service machine (See
Add the Certificate to the AutoStore Server on page 34 for details).
8
On Mobile Server machine, click Test Connection. The “Test connection succeeded” message displays.
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Licensing Business Connect
The Business Connect license is included as part of Web Capture, and the user must register online to receive a license.
To license a new Business Connect installation, do the following:
1
Open the AutoStore Process Designer and click License Manager.
2
On the License Manager screen, click the Server tab, and then click the Create Request button.
3
In the Save As dialog box, name and save the license file. A file type is not required.
4
Click the Web License button.
5
The web license website: https://weblicense.nsius.com opens. Enter your login Email and Password. If you are not
registered, click New User and provide your information.
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6
On the License Activation screen, do the following:
a
Select Production from the License Type drop-down list.
b Under License Request File, click the Choose File button, and enter the location of the requested file.
c
Enter the License/Activation Number.
d Click Submit.
7
On the Product Details screen, select the available license for Business Connect Server, and then click Submit.
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8
Click Download License, and save the file locally.
9
Open AutoStore Process Designer, and click License Manager.
10 On the License Manager screen, click the Capture tab, and then click the Load Keys button.
11 Select and load the downloaded license file. The new Web Capture license for Business Connect appears in the list.
12 Click Finish to complete the installation process.
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