EPO Online Filing 5.06 - European Patent Office

EPO Online Filing 5.06 - European Patent Office
EPO Online Filing
Installation and troubleshooting
Version 5.06
Copyright© European Patent Office
All rights reserved
Last update: 16/12/2013
Document version: OLF5-06_InstallGuide_EN_131216.docx
EPO Online Filing 5.06 – Installation and troubleshooting
Table of contents
Table of contents
1
Legal notices
4
2
Document contents
5
3
Online Filing - overview
6
3.1
3.2
3.3
4
Installation requirements
4.1
4.2
4.3
4.4
4.5
5
5.6
5.7
7
Page 2 of 94
39
Changing CORBA and SOAP ports ................................................................................................... 40
Changing network settings ................................................................................................................ 40
Changing proxy settings .................................................................................................................... 42
Changing the thin client settings ........................................................................................................ 43
Installation maintenance
7.1
7.2
7.3
7.4
14
Initial installation checklist: client/server ............................................................................................ 14
Initial installation checklist: stand-alone ............................................................................................. 15
Starting installation ............................................................................................................................ 16
Installation mode................................................................................................................................ 18
Server installation .............................................................................................................................. 19
5.5.1
Installation type ................................................................................................................... 20
5.5.2
Activating national plug-ins ................................................................................................. 21
5.5.3
Confirming installation settings ........................................................................................... 24
5.5.4
Enabling user management ................................................................................................ 25
5.5.5
Enabling password policy.................................................................................................... 26
5.5.6
Setting CORBA and SOAP ports ........................................................................................ 27
5.5.7
Network settings.................................................................................................................. 28
5.5.8
Proxy settings ..................................................................................................................... 29
5.5.9
Configuring Live Update for national procedures ................................................................ 30
5.5.10 Completing the server installation ....................................................................................... 31
5.5.11 Testing the server ............................................................................................................... 32
5.5.12 Performing a live update ..................................................................................................... 34
Thin client installation ........................................................................................................................ 35
5.6.1
Starting thin client installation .............................................................................................. 35
5.6.2
Setting the connection to the server .................................................................................... 36
5.6.3
Testing the thin client .......................................................................................................... 37
Stand-alone installation ..................................................................................................................... 38
Changing the configuration of OLF services
6.1
6.2
6.3
6.4
9
Latest version of the OLF software ...................................................................................................... 9
Hardware requirements ..................................................................................................................... 10
Software requirements....................................................................................................................... 11
Windows user rights .......................................................................................................................... 12
Further information ............................................................................................................................ 13
Initial installation
5.1
5.2
5.3
5.4
5.5
6
Online Filing help ................................................................................................................................. 6
How Online Filing works ...................................................................................................................... 7
Communication via CORBA or SOAP ................................................................................................. 8
44
Maintenance checklist ....................................................................................................................... 44
Updating the server ........................................................................................................................... 45
Repairing national plug-ins ................................................................................................................ 48
Updating the thin client ...................................................................................................................... 51
EPO Online Filing 5.06 – Installation and troubleshooting
7.5
7.6
7.7
7.8
8
9
Updating the stand-alone version ...................................................................................................... 52
Converting from stand-alone to server mode ..................................................................................... 52
Updating templates ............................................................................................................................ 53
Compressing the database ................................................................................................................ 53
Uninstalling
8.1
8.2
8.3
8.4
8.5
8.6
12.2
12.3
12.4
12.5
70
Checking the status of the OLF server and OLF services ................................................................. 70
Testing the connection between the client computer and the OLF server ......................................... 73
Optimising the display settings .......................................................................................................... 75
Configuring PDF display in Adobe Reader ........................................................................................ 76
Error: "Connection aborted on request" ............................................................................................. 77
Error: "Connection to server lost"....................................................................................................... 79
12 Annex
12.1
68
Technical coordination with the EPO ................................................................................................. 68
PMS gateway features....................................................................................................................... 69
11 Troubleshooting
11.1
11.2
11.3
11.4
11.5
11.6
64
Restore checklist ............................................................................................................................... 64
Migration checklist ............................................................................................................................. 65
Backing up data ................................................................................................................................. 65
Restoring data ................................................................................................................................... 67
10 Using the PMS gateway interface
10.1
10.2
56
Uninstallation checklist ...................................................................................................................... 56
Uninstalling the thin client .................................................................................................................. 57
Uninstalling the server ....................................................................................................................... 58
Uninstalling the stand-alone version .................................................................................................. 61
Removing OLF program files and folders .......................................................................................... 61
Editing the Windows registry ............................................................................................................. 61
Reinstallation with data migration
9.1
9.2
9.3
9.4
Table of contents
81
Installation scenarios ......................................................................................................................... 81
12.1.1 Replicating the OLF server ................................................................................................. 81
12.1.2 Migrating user data ............................................................................................................. 82
12.1.3 Migrating databases ............................................................................................................ 84
OLF services and ports...................................................................................................................... 86
Executable files to be allowed ........................................................................................................... 87
Installing the thin client in silent mode ............................................................................................... 89
Filing office host names and IP addresses ........................................................................................ 90
13 Glossary
92
14 Index
93
Page 3 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
1
1 Legal notices
Legal notices
Copyright
© European Patent Office (EPO), 2013. All rights reserved.
Accurate reproduction of EPO-created information contained in this documentation is authorised, provided the
source is acknowledged and unless otherwise stated (e.g. that use is restricted or subject to prior permission).
Further use of third-party works requires permission from the copyright holder, unless this is waived under the
law applicable.
Trade marks and logo
The EPO's official logo is likewise protected worldwide as an emblem of an international organisation under the
Paris Convention for the Protection of Industrial Property.
Disclaimer
EPO Online-Services and the associated data from EPO databases are regularly maintained and updated. Great
care has likewise been taken in writing the instructions for using the services provided, to ensure that the
information supplied is correct. Furthermore, the EPO makes every effort to prevent technical malfunctions.
Given the amount of data and information provided, however, it is not possible to rule out all errors and
omissions.
The EPO therefore accepts no liability for the completeness and accuracy of the data and information made
available in connection with these services, and it does not guarantee that the underlying files and the formats
used are error-free and will not cause the user's systems to malfunction. Nor can the EPO guarantee that the
information presented in this documentation about the functionality and use of these services is fully up to date,
complete, and without any errors or mistakes.
Other access conditions
The EPO reserves the right to modify, extend or discontinue the available services, in full or in part, without prior
notice.
Using the Online Filing software (OLF)
The EPO grants users the right to use the Online Filing software free of charge for an unlimited period. The
software is exclusively intended for online filing with the EPO, i.e. for European patent applications and other
documents.
Please refer to the EPO website and go to Applying for a patent > Online services > Online filing >
Download documentation
(http://www.epo.org/applying/online-services/online-filing/documentation.html) to download the most
recent version of the Conditions for the loan and use of the Online Filing software
(http://docs.epoline.org/onlinefilingdocs/olf-license-en.pdf).
Page 4 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
2
2 Document contents
Document contents
This document describes the most important aspects of the installation of Online Filing (OLF) version 5.06.
Online Filing enables users to file patent applications under the EP, PCT and national procedures of the EPO,
WIPO, and the national offices electronically, using secure Internet connections and state-of-the-art electronic
commerce technology for secure transactions.
Intended audience
This guide is intended for administrators who are responsible for installing and providing support for Online Filing
software in networks or on stand-alone PCs.
Document structure
 The chapter Online Filing - Overview (p. 6) provides a basic explanation of how OLF works and includes
links to various support material on installing and using the software.
 The chapter Installation requirements (p. 9) provides an overview of installing OLF on Microsoft Windows
operating systems and describes the hardware and software requirements.
 The chapter Initial installation (p. 14) describes how to install OLF version 5.06 for the first time and select
the appropriate installation mode.
 The chapter Changing the configuration of OLF services (p. 39) provides an overview of how to manually
edit the OLF services' configuration files for the network, proxy and port settings.
 The chapter Installation maintenance (p. 44) describes how to perform a reinstallation to update the OLF
software (including national plug-ins).
 The chapter Uninstalling (p. 56) describes how to completely uninstall the OLF software.
 The chapter Reinstallation with data migration (p. 64) explains how to restore OLF after a fatal error and
how to migrate to another computer and import all existing data.
 The chapter Using the PMS gateway interface (p. 68) outlines the steps needed to use and configure the
PMS gateway interface.
 The chapter Troubleshooting (p. 70) provides help on how to troubleshoot the software and offers solutions
to specific problems.
 The annex (p. 81) contains various reference information and lists, including tips on how to solve specific
installation problems.
Page 5 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
3
3 Online Filing - overview
Online Filing - overview
3.1
Online Filing help
The EPO operates a helpdesk for Online Filing users.
Send us your question using our contact form on the EPO website at www.epo.org/contact-form.
Our experts will get back to you as soon as possible.
You can also reach us by phone or e-mail:
Open:
Monday to Friday, 08:00 to 18:00 (CET)
Tel.:
+31 (0)70 340-4500
Fax:
+31 (0)70 340-4600
e-mail:
[email protected]
Internet:
Online filing on the EPO website:
www.epo.org/online-filing
Contact us online on the EPO website:
www.epo.org/contact
Important note for customers using Online Filing version 5 Service Pack 3 (Build 5.0.0.053) or earlier:
 As of 1 September 2012, the EPO has withdrawn customer support for Online Filing versions Service Pack 3
(and earlier).
 As of 1 March 2013, the EPO has ceased to accept applications filed with Online Filing versions Service
Pack 3 (and earlier). However, PCT applications to the EPO as receiving office are still accepted by the
office's receiving server.
Online Services forum
You will find a lot of advice and information on the EPO's Online Services discussion forum
(http://forums.epo.org/onlineservices/). As a registered user, you can post questions and exchange
experiences on the subject of Online Filing or other online services. The EPO's experts or other users will answer
your questions and help where possible to solve your problem. The Online Filing forum
(http://forums.epo.org/onlineservices-your-say-online-filing/) and others such as the smart card forum are
only available in English.
Documentation
More information on how to use Online Filing can be found in the User Guide for version 5.06 and other
documents. You can access this documentation on the EPO website under Applying for a patent > Online
services > Online filing > Download documentation
(http://www.epo.org/applying/online-services/online-filing/documentation.html).
Information on the system settings, user administration, and importing and exporting data can also be found in
the File Manager online help. Server Manager functions, in particular backup/restore and Live Update, are
described in both the User Guide and the online help.
FAQs
In addition, EPO User Support has compiled a list of frequently asked questions on how to use Online Filing. This
and a lot more information besides can be found on the EPO website under Applying for a patent > Online
services > Online filing > FAQ (http://www.epo.org/applying/online-services/online-filing/faq.html).
Page 6 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
3.2
3 Online Filing - overview
How Online Filing works
Online Filing is based on a typical client/server architecture with database. The application can be installed in
either client/server or stand-alone mode.
 In the network version (client/server mode) the OLF server and the database are installed on a server
computer linked to the network. The OLF thin client is the actual user interface and is separately installed on
each workstation for the different users. The distributed OLF thin clients communicate with the OLF server via
the network.
 In the stand-alone version the server and client both run on the same physical computer. In this case, only
a single user can work with Online Filing.
OLF services, server and database
The Firebird database server - an open-source software application - serves as the platform for OLF services and
has both read and write access to the Firebird database. The database operates as a central storage area,
containing all data on patent applications, OLF user administration and the OLF address book. Running on the
Firebird database server are the OLF services, including File Manager, the plug-ins for all EP procedures and the
activated national procedures. These services are operated and the database is administered using the Online
Filing 5.0 Server Manager tool installed on the server computer.
User connections via the thin client
Starting the thin client automatically launches File Manager which manages all applications and features various
different resources for OLF administration, including tools for user settings and authorisation management. In File
Manager, a new OLF session is started for every application opened. The OLF server does this by retrieving the
relevant data from the database and blocking this record for other users. This ensures that an application can
only ever be processed by one user at a time.
Data exchange between the server, client and filing office
The GUI engine generates the data for the electronic forms and sends it to the OLF thin client. As soon as the
user enters data, the thin client saves it in a temporary XML file on the client computer. Only when the user
actively saves the application on the client is the data sent to the server and written to the database. When the
application is closed, the client deletes the temporary data from the hard disk and terminates the server
connection. This unblocks the modified record in the database so that it can be edited once more by another
user.
Figure 1: Communication between the OLF thin client, OLF server and the filing office
To send an application to the EPO - or another filing office - the client sets up a secure internet connection to the
EPO's receiving server via HTTPS. User authentication is necessary before you can start filing and is done with
your personal smart card and PIN. If filing is successful, the EPO's receiving server sends a receipt to the OLF
client which, in turn, transmits this data to the local OLF service in PDF and XML format. Filing is now complete
and the application's status in the database changes to Sent.
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EPO Online Filing 5.06 – Installation and troubleshooting
3.3
3 Online Filing - overview
Communication via CORBA or SOAP
The thin client has two ways of communicating with the OLF server: via CORBA for the internal network (LAN) or
via SOAP for the internet (WAN).
CORBA communication
For low-level communication between the Thin Client and the OLF Server within a LAN, the CORBA-IIOP
protocol is preferable. At network level communication, the IIOP port (CORBA port) can be configured separately
for the OLF File Manager and for every service (EP1001E2K, EP1200E2K, EP1038E, EPOPPO, PCT/RO/101,
etc.)
!
Note: For stand-alone installation, all communication is done by CORBA. The OLF software is
configured in such a way that it rejects any connection attempt using one of the SOAP ports on a
stand-alone installation.
SOAP communication
If you are using Online Filing in a company with subsidiaries connected through a WAN, you may want to use
SOAP communication instead of CORBA. Although small performance losses might occur, SOAP can penetrate
firewalls as communication is based on the HTTPS protocol.
!
Attention: Please note that SOAP is not compatible with the PCT procedure. The PCT plug-in can
only communicate with the OLF server via CORBA.
The CORBA and SOAP ports are usually configured during installation, see Setting CORBA and SOAP ports
(p. 27). Each service has to have a separate port on the server for communication with the thin client. The ports
in question must not be used by other processes on the server computer.
Page 8 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
4
!
4 Installation requirements
Installation requirements
Note: The Online Filing software can only be installed and only runs on computers with a suitable
Windows operating system. Operating systems such as Linux or Mac OS are not supported.
To install and run EPO Online Filing you will need:
 a smart card and a smart card reader
 the latest version of the Online Filing software
 a PC with Internet access
A starter kit containing a smart card and smart card reader and other information material can be obtained from
the EPO free of charge.
 To order your starter kit, go to the EPO website at Online services > Online filing
(http://www.epo.org/online-filing).
 Follow the prompts to register and submit your data.
Your smart card will be sent to you in around four weeks.
Once you have enrolled online for a smart card you will receive an e-mail containing your enrolment form.
 Please print this form out, check your data, sign the form and return it to the address shown on the form.
4.1
Latest version of the OLF software
The latest version of the OLF software, including all new updates and patches, is always available for download
on the EPO website.
You will find the downloads under Applying for a patent > Online services > Online filing > Download
software for filing with the EPO
(http://www.epo.org/applying/online-services/online-filing/download.html).
Description of download
Name of download file
Remarks
5.0.6 Full package for installation
of Online Filing (OLF) V5 (Build
5.0.6.111) (stand-alone and/or
server and thin client)
Where? Under Software, at the
top of the Download page
OLF506.exe
Suitable for all types of installation
MSI and EXE file for alternative
installation of Online Filing
version 5 (thin client only)
Where? Under More software Other installations at the
bottom of the Download page
The ZIP file contains
OLF506client.exe and
OLF506client.msi
The EXE file is for installing and updating
the thin client on all Windows versions.
The MSI file is especially for remote
installation or automated software
distribution in a network. This installation file
should only be used for reinstallation, not
for updates.
Page 9 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
4.2
4 Installation requirements
Hardware requirements
Client machine
To use the OLF Client version 5.0, your hardware should meet the following requirements:
Minimum hardware requirements
Recommended hardware requirements
 Intel Pentium II processor (or equivalent), 500
MHz
 RAM: 512 MB
 1 GB of available hard disk space
 Monitor: VGA/SVGA/XGA/SXGA, resolution
800*600




 Smart card reader connected to USB port,
Intel Pentium 4 processor (or equivalent), 2.4 GHz
RAM: 2 GB
4 GB of available hard disk space
Monitor: VGA/SVGA/XGA/SXGA, resolution
1024*768 or higher
 Smart card reader connected to USB port,
e.g. GemPC Twin
e.g. GemPC Twin
PC memory (RAM) requirements depend on the size of the application to be filed and the processor speed. A PC
with 2 GB RAM is recommended if you are using Windows 7 or Windows Vista, in order to avoid problems with
larger file attachments (applications over 50 MB in total).
Server machine
For use as an OLF server, a computer should be powerful enough to run the OLF services and all other current
applications at the same time and with ease. In particular, it should have sufficient disk space to host the OLF
database and create backup copies.
!
Attention: If your computer's hard disk is formatted with the FAT32 file system, the OLF database
is limited in size to 2 GB. The NTFS file system, on the other hand, does not impose any
restrictions.
As a rule, it is advisable to keep the size of the OLF database under 4.5 GB so that a backup copy fits on a DVD.
The larger the database, the longer it takes to complete operations such as updates, backups and restores. You
can work much faster with a more moderately sized database.
You will need free disk space equivalent to three times the size of the OLF database for future updates. For
example, if the database is 4.5 GB in size, you will need at least 13.5 GB free disk space for the software update.
For more information on updating the database and cleaning disk space, see Updating the server (p. 45) and
Compressing the database (p. 53).
Page 10 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
4.3
4 Installation requirements
Software requirements
EPO Online Filing version 5.06 runs on all current versions of Windows.
Operating systems supported
The OLF software was tested on the following operating systems:








Microsoft Windows XP (SP3), 32-bit and 64-bit
Microsoft Windows Server 2003 (SP3), 32-bit and 64-bit
Microsoft Windows Vista (SP2), 32-bit and 64-bit
Microsoft Windows 7 (SP1), 32-bit and 64-bit
Microsoft Windows 8, 32-bit and 64-bit
Microsoft Windows Server 2008, 32-bit
Microsoft Windows Server 2008 R2, 64-bit
Microsoft Windows Server 2012, 64-bit
!
Note: Microsoft will stop supporting Windows XP on 8 April 2014. If you are planning to install OLF
from scratch, it is recommended that you install it on a computer running Windows 7 or a suitable
version of Windows Server. Bear in mind that using an outdated operating system without regular
support and security updates puts your data security at risk.
Arial Unicode font
Online Filing requires the Arial Unicode MS (TTF) font for both the server installation and the client installation.
This font is automatically installed with the MS Office package.
The font is also available for license from Ascender Corporation (http://www.ascenderfonts.com).
To install Arial Unicode on a server - without installing the actual Office programs at the same time - proceed as
follows:
 Use a Microsoft Office installation CD-ROM/DVD or installation file.
 Select the Custom installation mode.
 Under Office Shared Features, select the Universal font and the Additional True Type fonts options.
 Deselect all other MS Office components that you do not want to install.
 Start the installation.
The file ARIALUNI.TTF should be in the folder /Windows/Fonts. If it is elsewhere, you will be asked during
installation to specify the exact path.
Additional software for the thin client
The following additional software must be installed on the computer for the OLF thin client or stand-alone version:
 Adobe Acrobat Reader version 10.1x or higher (10.0x is not supported)
 Gemalto Classic Client 6.2 Patch 1
 Please note the different installation files for 32-bit and 64-bit systems.
 Gemplus driver for the smart card reader
 The drivers are normally automatically installed if the Gemalto Classic Client was installed and the smart
card reader was connected to the computer.
The EPO provides registered users with a free Online Services starter kit. The starter kit contains a smart card, a
smart card reader and information material with direct links for downloading the additional software such as the
latest version of the Gemalto Classic Client.
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EPO Online Filing 5.06 – Installation and troubleshooting
4.4
4 Installation requirements
Windows user rights
To set the rights for a Windows user, you can either assign an account type to the user's account (Control
Panel > User Accounts) or add the user to a local group (Administrative Tools > Computer
Management > Local Users and Groups).
The minimum Windows user rights required for OLF correspond to the default account types or groups as
follows:
Action
Windows XP / Windows Server
2003
Windows Vista / 7 / 8
Windows Server 2008 / 2008 R2 / 2012
Account type/group
Account type/group
Install the OLF Server and the Computer Administrator/
stand-alone version
Administrators
Administrator/Administrators
Install the OLF thin client
Computer Administrator/
Administrators or Power Users
Administrator/Administrators
Start Server Manager
(network version/stand-alone
version)
Computer Administrator/
Administrators
Administrator/Administrators
Start the thin client
(stand-alone version)
Limited/Users
Administrator/Administrators (*)
Start the thin client (network
version)
Limited/Users
Standard user/Users
(*) Administrator rights are required in Windows Vista / 7 / Server 2008 to use the PCT plug-in. Standard users
can operate the File Manager and the EP plug-ins.
Adapting rights
If your company has a special rights management system, compare the rights in your groups with those in the
standard Windows groups. Where necessary, change the rights for your groups to give Online Filing users
unrestricted access.
Run as Administrator
In Windows (Vista and above) a user who is logged on can start programs with administrator rights without
having to first log off. Windows prompts you to enter an administrator user name and password when starting
certain programs or changing system settings. Once authentication is complete, you can proceed as an
administrator.
Even if you are already logged on as an administrator, you must start OLF Server Manager explicitly as an
administrator; see Testing the server (p. 32).
Page 12 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
4.5
4 Installation requirements
Further information
Service status in Windows
The services used by Online Filing are configured during installation to start automatically with Windows; see
Checking the status of the OLF server and OLF services (p. 70). Make sure that your system allows you to
configure services that start automatically before you install them.
Using remote-access software
Remote-access software can generally be used without any problems. Select the /console option if working
with Microsoft Remote Desktop. This option may appear as /admin, depending on the operating system used.
Display settings in Windows
The font size for the screen should be set to Normal or the default option; see Optimising the display
settings (p. 75).
Page 13 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5
5 Initial installation
Initial installation
The following section describes how to install EPO Online Filing on Windows 7. Any deviations from this
procedure for installation on other Windows versions are indicated at the appropriate place in the text.
 Read Initial installation checklist: client/server (p. 14) or Initial installation checklist: stand-alone
(p. 15) if you have never installed any earlier versions of Online Filing on the target machine and you want to
install Online Filing for the first time.
 If you want to operate Online Filing in a network, first install the server ("Server installation" p. 19), then the
thin client(s) ("Thin client installation" p. 35).
 If you only want to operate Online Filing on a single PC, select Stand-alone installation (p. 38) as the
installation mode.
 If you have already installed Online Filing and now want to update it, refer to the chapter Installation
maintenance (p. 44).
5.1
Initial installation checklist: client/server
The following checklist details the most important steps for installing the software for the first time in a
client/server network.
 Make sure you have the latest installation files to hand; see Latest version of the OLF software (p. 9)
 Choose how you want to use the application, i.e. in a network with server and client(s) or in stand-alone
mode; see How Online Filing works (p. 7)
 Ask future users where (i.e. with which national office) they want to file applications online so that the relevant
plug-ins are activated when OLF is installed
 Install any additional software necessary; see Software requirements (p. 11)
- Arial Unicode font (for server and client)
- Adobe Acrobat Reader (for client)
- Gemalto Classic Client and Gemplus smart card driver (for client)
 Make note of the data for configuring the OLF server in your network:
- IP address and hostname of the server computer
- Free HTTP port number on the server (for online help)
- CORBA and SOAP ports on the server that are available (or disabled or already in use)
- IP address, hostname and port of the proxy server (if a proxy server is used to set up the internet
connection to the EPO)
- If necessary, user name and password for the proxy server
 Give all users in your network ample warning of the impending server disruption as it will have to be restarted
after the OLF server has been installed
 Install the OLF server; see Server installation (p. 19)
 Start Server Manager and check the status of all OLF services; see Testing the server (p. 32)
 Use Live Update to check if there are any updates or patches available for Online Filing; see Performing a
live update (p. 34)
- Download all updates
- Install all updates
- Restart all OLF services in Server Manager
- If necessary, restart the OLF server too
 Install a thin client ("Thin client installation" p. 35) for the Online Filing administrator first. Then, in demo
mode, send a test application to a filing office's OLF demo server; see Testing the thin client (p. 37)
 Configure all users and groups for your company staff under User Administration in OLF
 Install the thin clients for all users and any additional software necessary
 Test the client/server connection; see Testing the thin client (p. 37)
Page 14 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.2
5 Initial installation
Initial installation checklist: stand-alone
The following checklist details the most important steps for stand-alone installation.
 Make sure you have the latest installation files to hand, see Latest version of the OLF software (p. 9)
 Choose how you want to use the application, i.e. in a network with server and client(s) or in stand-alone
mode, see How Online Filing works (p. 7)
 Ask future users where (i.e. with which national office) they want to file applications online so that the relevant
plug-ins are activated when OLF is installed
 Install any additional software necessary, see Software requirements (p. 11)




- Arial Unicode font
- Adobe Acrobat Reader
- Gemalto Classic Client and Gemplus smart card driver
Make note of the data for the configuration in your network:
- IP address, hostname and port of the proxy server (if a proxy server is used to set up the internet
connection to the EPO)
- If necessary, user name and password for the proxy server
Install the OLF software, see Stand-alone installation (p. 38)
Start Server Manager and check the status of all OLF services, see Testing the server (p. 32)
Use Live Update to check if there are any updates or patches available for Online Filing, see Performing a
live update (p. 34)
- Download all updates
- Install all updates
- Restart all OLF services in Server Manager
- If necessary, reboot the stand-alone machine too
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EPO Online Filing 5.06 – Installation and troubleshooting
5.3
5 Initial installation
Starting installation
 Quit all Windows programs.
 Log on to the computer as a Windows administrator; see Windows user rights (p. 12).
Running the downloaded installation file
You will find the downloads on the EPO website under Applying for a patent > Online services > Online
filing > Download software for filing with the EPO
(http://www.epo.org/applying/online-services/online-filing/download.html).
 To run the installer, double-click the installation file.
 To confirm the security warning, click Yes in the User Account Control window.
- Windows Vista: Click Allow in the User Account Control window.
- Windows XP: Click Run in the Security Warning window.
Windows Installer starts the installation wizard.
Selecting the language
 Select the language for the installation process in the next dialogue box.
The default setting is EN for English.
 This initial language setting applies for the installation process only. You can set the language of the Online
Filing user interface later in the actual software (change to Dutch, for instance).
 Click OK.
Figure 2: Selecting the language for installation
Page 16 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
The window Welcome to the Online Filing 5.06 Installation Wizard appears.
 Please read the legal notices and the Online Filing software's terms of use.
!
Attention: Quit all Windows programs now before proceeding with the installation.
 If you do not want to start the installation yet, click Cancel.
 To start the installation, click Next.
Figure 3: Welcome to the Installation Wizard
Page 17 of 94
5 Initial installation
EPO Online Filing 5.06 – Installation and troubleshooting
5.4
5 Initial installation
Installation mode
Select the installation mode in the following dialogue. The default setting is Stand alone installation.
Figure 4: Selecting installation mode
This table summarises the various uses of the Online Filing software.
Planned use of OLF software
Installation mode
Action
You want to use Online Filing on a single
computer only
Stand alone installation
Installs the stand-alone version on
the local computer
Many users in a corporate network are to
use OLF and access a central database
Server installation
Installs the OLF server on the local
computer only
Client installation
A single user is to use OLF on his
workstation which is networked to the OLF
server
Page 18 of 94
Installs the OLF thin client on the
local computer only
EPO Online Filing 5.06 – Installation and troubleshooting
5.5
5 Initial installation
Server installation
Before installing the server, make sure that the destination drive also has sufficient free disk space for future use.
Remember that the OLF database will grow over time and can store several GB of data.
 Select Server installation as the mode of installation; see Installation mode (p. 18).
 Click Next.
Specifying the destination folder
The default program folder for installation is C:\Program Files\EPO_OLF5 on a 32-bit operating system and
C:\Program Files (x86)\EPO_OLF5 on a 64-bit system.
The default database location is C:\Program Files\EPO_OLF5\db and C:\Program Files
(x86)\EPO_OLF5\db, respectively.
 Click the first Browse button to select a different folder for installation, for instance, on another drive.
!
Warning: Make sure the folder you select will only be used by Online Filing as it will be completely
deleted in the event of uninstallation. If necessary, create a new folder on the destination drive.
Never install the software directly in the root directory of a partition.
 Click the second Browse button to modify the database location.
 Click Next to use the selected folders or the default destination folders.
 Click Cancel to terminate the installation process.
Figure 5: Selecting the destination folder for installation
Page 19 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.1
5 Initial installation
Installation type
All national procedures compatible with Online Filing are integrated by default in the software as standalone
plugins and are systematically installed. To be able to work with the plug-ins, however, you must activate them
one by one.
The Select installation type dialogue contains two options:
 Typical
Installs the default services: File Manager, Server Manager, EP(1001E), Euro-PCT(1200E),
EP(1038E),EP(OPPO) and PCT/RO/101.
- Installs all national plug-ins without activating them.
 Custom
- Installs the default services and all national plug-ins.
- Also activates selected national plug-ins, see Activating national plug-ins (p. 21).
-
 Select the appropriate option.
 Click Next.
Figure 6: Selecting installation type
You can activate national plug-ins either when installing the software or later in Server Manager.
 The advantage of activating the services during installation is that they are immediately available.
 In Server Manager you can activate or deactivate the plug-ins as required.
For more information on Server Manager features, refer to the online help for Server Manager or the user guide
for Online Filing version 5.06.
Page 20 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.2
5 Initial installation
Activating national plug-ins
The following dialogue only appears if you selected Custom as the installation type. You can skip this chapter,
therefore, if you selected Typical in the previous step.
The Online Filing functions or services available are displayed in a tree structure on the left. A feature
description, including version number, is displayed on the right.
File Manager (EPO OLF File Manager), all EPO OLF plug-ins and the PCT plug-in are selected by default for
installation. You cannot deactivate these standard services.
Figure 7: Overview of the EPO OLF plug-ins
The icons in the installation tree have the following meaning:
Control
Function
Show child objects in tree.
Hide child objects.
Feature will be installed on local hard drive.
Feature will be installed with some of its child features.
Feature will be installed with all child features.
Feature will be left unchanged
Feature will not be installed/will be uninstalled.
Page 21 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
 Expand the tree under Other procedures to open the list of national plug-ins.
Figure 8: All national plug-ins installed with Online Filing
 Select the plug-in you want to activate, either in groups or individually.
Figure 9: Activating national plug-ins
 If you are ready, click Next to continue.
Figure 10: Multiple national plug-ins selected for activation
Page 22 of 94
5 Initial installation
EPO Online Filing 5.06 – Installation and troubleshooting
5 Initial installation
The following dialogue warns you that reinstalling Online Filing can overwrite earlier updates.
 If you are installing the software for the first time, click Next, because the warning does not apply in this case.
 If you are unsure and would like to save your data before proceeding with the installation, click Cancel.
Figure 11: Warning in the case of user-defined installation
Page 23 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.3
5 Initial installation
Confirming installation settings
You are given a last chance to change your settings or cancel installation before the installation proper begins.
The Ready to Install the Application dialogue contains three options:




Back - check - and where necessary change - settings
Next - start installation
Cancel - cancel installation without copying files to your computer
Click Next to continue.
Figure 12: Options still available to begin installation, cancel it or go back
The Updating System window appears and indicates the installation progress.
Figure 13: Installation progress
Page 24 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.4
5 Initial installation
Enabling user management
The access to Online Filing can be protected by assigning an administrator password. For the purposes of data
security, this is highly recommended, as otherwise, any random user could modify important data and settings in
Online Filing.
User management not enabled
The option is not protected by password is selected by default. This means that user management is not
enabled for Online Filing.
If you do not enable user management when installing the software you can do so afterwards in File Manager's
system preferences. For more information on user management, refer to the user guide for Online Filing version
5.06.
Enabling user management and entering the Administrator's password
When you install Online Filing, an initial user named Administrator is automatically created. This user can then
create additional users and groups and assign them specific privileges under User Administration in OLF File
Manager. The Administrator user can be neither modified nor deleted.
Only the Administrator user or another user from the Administrators group in production mode is authorised
to run Server Manager and administer the OLF services and OLF database.
!
Attention: When installation is complete, make sure you create a second user with full
administrator rights in production mode. This user will be able to unblock the initial administrator
if his or her access to Online Filing is blocked after entering the wrong password three times in
succession.
 Select the option is protected by the following password.
The Administrator user name cannot be changed.
 Enter the Password for the administrator.
 Re-enter the password in the Confirm password field.
 Click Next.
Figure 14: Setting password protection for Online Filing access
Page 25 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.5
5 Initial installation
Enabling password policy
If user management was selected in the previous step, password policy is automatically also enabled. The
Enable Password Management option is selected and the check box is locked.
 Click Next.
Figure 15: Password policy is automatically enabled
If the Administrator user's password does not comply with the default password policy, he or she is prompted
to provide a new password in File Manager when logging on to Online Filing the first time.
The default password policy requires a password complying with these rules:
(1)
(2)
(3)
(4)
Password length: minimum 6 characters (i.e. letters, special characters or digits), maximum 20 characters
Minimum number of lowercase characters: 1
Minimum number of uppercase characters: 1
Minimum number of special characters: 0
These special characters are allowed: ! # $ % * + , - . / : ; = ? @ [ \ ] ^ _ { } ~
(5)
Minimum number of digits: 1
 For more information on the password policy please refer to section 4.10.2 in the most recent Online Filing
User Guide.
Page 26 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.6
5 Initial installation
Setting CORBA and SOAP ports
In this dialogue, you can change the CORBA and SOAP ports for the individual OLF services. For example, the
default CORBA port for the File Manager is 11000, the default SOAP port is 21000.
 The EPO OLF PCT service (PCT/RO/101 procedure) can only be used with CORBA. A SOAP port is thus not
provided for it.
Figure 16: CORBA and SOAP communication ports
 Scroll down the list to check the ports for the plug-ins you activated.
 Modify the settings for CORBA and SOAP ports as required.
 Click Next.
If you need to re-configure one or more of the CORBA or SOAP ports after installation is complete, you can do
this in the corresponding configuration files, see Changing CORBA and SOAP ports (p. 40).
You will find a list of all plug-ins and the default ports used by Online Filing in the annex under OLF services and
ports (p. 86).
!
Note: Few antivirus software products can detect the use of these high ports, suggesting malign
software or a Trojan horse has infected your system. Please configure your antivirus software or
firewall accordingly so as to allow the plug-ins to use these ports.
Page 27 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.7
5 Initial installation
Network settings
The OLF software's online help is shown as HTML pages in the Web browser. This is why the OLF server has its
own inbuilt Web server where the OLF clients can go to retrieve help pages. This HTTP server has the same IP
address in the network as the OLF server.
TCP/IP uses port 80 by default for HTTP connections. As a result, the OLF installation program always assigns
the OLF server HTTP port number 88 to avoid conflicts with other Web servers on the same computer.
 Enter your server's HTTP IP Address.
!
Attention: The installation program recognises and automatically enters the computer's current IP
address. If your server uses a dynamic IP address, enter the server name instead of the IP
address to guarantee that the clients can access the OLF server via its name in the network, even
if its IP address changes regularly.
 Modify the HTTP Port number if required.
 Select the encryption version used by your network in the SSL Version field. The default setting is SSLv3.
Figure 17: HTTP settings for the OLF server
 You can change these settings later in the File Manager configuration file, see Changing network settings
(p. 40).
Page 28 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.8
5 Initial installation
Proxy settings
Corporate networks mostly use a proxy server to set up internet connections. When operating in such
environments, Online Filing also has to use a proxy server to set up a connection to the EPO to transmit data to
the filing office or download updates from the EPO website, see also Performing a live update (p. 34).
 Enter an IP address or the name of the proxy server in the Proxy Server field
 Enter the number of the relevant proxy server port in the field after the colon.
 If necessary, enter the username and password for logging on to the proxy server.
!
Warning: The username and password for the proxy user are saved in unencrypted form in the file
OLFfm.conf. As a result, these credentials should NOT be identical to your Windows access.
Figure 18: Settings for internet access via a proxy server
 You can change these settings later in Server Manager or in the File Manager configuration file, see
Changing proxy settings (p. 42).
TIP: Applying the browser's connection settings
If you are not familiar with the proxy settings in your network, try using your browser settings. You can find them
at the following locations:
 In the Windows Control Panel under: Network and Internet > Internet Options > Connections > LAN
settings
 Internet Explorer: Select Tools > Internet Options > Connections > LAN settings
If your system uses a proxy server, you will find the address and the port here, see also Error: "Connection
aborted on request" (p. 77).
 Mozilla Firefox: Select Tools > Options > Advanced > Network > Settings.
Additional information is displayed here depending on the configuration.
If Use system proxy settings is selected, Firefox applies the settings under Internet Options in the
Windows Control Panel, see above.
If in doubt, consult your network administrator.
Page 29 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.9
5 Initial installation
Configuring Live Update for national procedures
In the next window, select the countries for which Online Filing should search for and install updates using the
automatic Live Update mechanism. You will receive new or updated plug-ins for the national procedures of the
selected countries as soon as they are released by the EPO.
If you selected national plug-ins for activation in the course of Custom installation, the relevant countries are
selected here by default.
 Select additional countries so that the corresponding plug-ins are also updated regularly.
 You can also select countries here for which an OLF plug-in does not yet exist.
 Click Next.
Figure 19: Selecting countries for Live Update
If you perform a live update after completing installation, the patches and updates available for all plug-ins
associated with the countries you selected are displayed.
 You can change the countries selected for Live Update later in Server Manager.
Page 30 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.10
5 Initial installation
Completing the server installation
The installation program copies all data for the OLF server and the OLF plug-ins to the selected program folder.
If your computer is equipped with a desktop firewall, it may now display a number of warnings indicating that an
unknown program is trying to access your computer. Check carefully that these are the program files used by
OLF, see OLF services and ports (p. 86), before you allow them through the firewall.
Reminder for thin client update/installation
The next window informs you that you should also update any thin clients installed.
The installation file for the thin client (OLF506client.msi or OLF506client.exe) is located in the installation
directory C:\Program Files\EPO_OLF5\ThinClient_v500. Alternatively, you can download the installation
file, see Latest version of the OLF software (p. 9).
 Click OK in the message box.
The following screen will be displayed to inform you that installation has been successfully completed.
 Click Finish.
Figure 20: Online Filing has been successfully installed
You are prompted to restart the computer.
 If you cannot see this window, it might be because it is hidden behind other windows on your screen. Use
ALT+TAB to toggle between the windows.
 Click Restart now.
Figure 21: Prompt to restart your computer to complete the installation process
Page 31 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.11
5 Initial installation
Testing the server
The installation program creates the EPO Online Filing program group in the Windows Start menu. This is
where you'll find the shortcut for starting OLF Server Manager.
In Windows 8, you will find a new app group in the start screen.
Figure 22: Shortcuts in the Windows 7 Start menu and Apps in the Windows 8 Start screen
Starting Server Manager
 Right-click the Online Filing 5.0 Server Manager shortcut in the Windows Start menu or on the desktop.
 Select Run as administrator in the shortcut menu.
 Click Yes in the User Account Control window (Allow in Windows Vista).
 If you are not the Windows administrator, you must now enter his or her Windows username and
password.
!
Note: You can save the option Run as administrator in the shortcut so that you don't have to
remember to right-click every time.
 Right-click the shortcut Online-Filing 5.0 Server Manager and select Properties in the shortcut menu.
 Click the Shortcut tab.
 Click the Advanced button.
 Select the option Run as administrator.
 Click OK.
 Return to the Properties window and click OK once more.
The next time you double-click the shortcut to start Server Manager, you only have to click Yes in the User
Account Control window.
Starting Server Manager on Windows XP
 Log on to the computer as a Windows administrator.
 Go to the Windows Start menu and select Programs > EPO Online Filing > Online Filing 5.0 Server
Manager.
Page 32 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5 Initial installation
Checking the status of services in Server Manager
 Log on as Administrator in the login window using the administrator password set during installation.
Server Manager opens at the Services tab.
 Check if all EPO OLF services are running, i.e. Running should appear in the Status column.
 If you activated national plug-ins during custom installation, their status should also be Running.
 If you want to activate additional national plug-ins now, use the Activate Service button.
Figure 23: Checking services running in Server Manager and activating services
 Then start the services you just activated with the Start as service button.
Figure 24: Starting an activated service in Server Manager
Page 33 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.5.12
5 Initial installation
Performing a live update
Before starting to install the thin clients for your users, you should first check your server installation for updates.
Use the Live Update function in Server Manager for this.
 Start Server Manager as the Administrator user.
 Click the Settings tab.
 Click Check Now in the lower part of the application window.
Live Update searches the EPO server for updates and patches for your installation as well as for the national
plug-in you installed. If it finds updates, it outputs an appropriate message.
 Click Yes at the prompt.
The Live Update window displays the new updates available for your installation.
 Download the updates or patches one after the other (Download), and then install them (Install).
Figure 25: Downloading patches via Live Update
Alternatively, you can download the updates and patches from the EPO website and install them manually.
For more information on how to use Live Update, refer to the online help for Server Manager or the user guide for
Online Filing version 5.06.
Page 34 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.6
5 Initial installation
Thin client installation
An OLF server should have been installed in your network before you install a thin client. For more information,
see Server installation (p. 19).
To install the thin client, you can either revert to the installation file OLF506.exe or the thin client installation
files. You can find the thin client installation files OLF506client.exe or OLF506client.msi in the program
folder C:\Program Files\EPO_OLF5\ThinClient_v500 on the server PC following OLF server installation.
You can also download the latest version of the thin client installation files from the EPO website, see Latest
version of the OLF software (p. 9).
Installation with the .msi package
The .msi file can be used to install the client for the first time, particularly in remote mode.
 Should installation with the .msi package fail, use the .exe file instead.
If you want to update the thin client with a new .msi file, you must first uninstall the older version completely.
Otherwise, the installation routine will output an appropriate message.
TIP: As system administrator, you can save a lot of time by installing the client on all workstations from a batch
file in silent mode. For more information, see Installing the thin client in silent mode (p. 89) in the annex.
Installation with the .exe file
The .exe file can be used to install and update the thin client on all Windows operating systems. You can update
the thin client directly with the .exe file without having to uninstall it first. Most established automated software
distribution systems are able to distribute this file type without difficulty.
5.6.1
Starting thin client installation
The following section describes how to install the thin client with OLF506client.exe.
 Log on to the computer as a Windows administrator.
 Double-click the installation file.
 To confirm the security warning, click Yes in the User Account Control window.
- Windows Vista: Click Allow in the User Account Control window.
- Windows XP: Click Run in the Security Warning window.
Windows Installer starts the installation wizard.
Selecting the language
Select the language for the installation process in the next dialogue.
The thin client will open in this language the first time you start it up after installation. You can change the
language later under User Preference in File Manager. In addition to English, French, German and Spanish, you
can also choose Dutch, Romanian, Slovak, Polish and Swedish.
 Select the language you want from the list. The default setting is EN for English.
 Click OK.
The Welcome to the Online Filing Client 5.0 Installation Wizard appears.
 Click Next.
Specifying the destination folder
The default program folder for installing the thin client is C:\Program Files\EPO_OLF5-TC.
 Click Next to use this destination folder.
-ORPage 35 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5 Initial installation
Click Browse to select or create a different folder for installation, for instance, on another drive.
Confirming the settings for installation
You are given a last chance to change your settings or cancel installation before the installation proper begins.
The Ready to Install the Application dialogue contains three options:
 Back - check - and where necessary change - settings
 Next - start installation
 Cancel - cancel installation without copying files to your computer
 Click Next to continue
The Updating System window appears and indicates the installation progress.
5.6.2
Setting the connection to the server
The Server address information window prompts you to enter the IP address of the OLF server component to
which the thin client should set up a connection.
You can select CORBA or SOAP as the method of connection for communication with the server, see also
Communication via CORBA or SOAP (p. 8).
!
Note: CORBA is recommended, since SOAP, due to its HTTP wrapping, will not be as fast as
CORBA communication.
 Enter the IP address or the computer name of your OLF server under IP Address.
 Under Port, enter the port that you set for File Manager (EPO OLF File Manager) when installing the OLF
server, see Setting CORBA and SOAP ports (p. 27).
The default setting is 11000 in CORBA and 21000 in SOAP.
 Click Connect to start the client immediately and thereby test the File Manager connection to the OLF
Server.
 Click Cancel to defer configuring the setting.
 Click Save to proceed with installation.
Figure 26: Data for the connection to the server
A screen will appear at the end of the process to inform you that the Online Filing client 5.0 has been
successfully installed.
 Click Finish.
You can start working with the OLF thin client immediately, without restarting your computer.
Page 36 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.6.3
5 Initial installation
Testing the thin client
The installation program creates the EPO Online Filing program group in the Windows Start menu. This is
where you'll find the shortcuts for starting the thin client.
In Windows 8, you will find a new app group in the start screen.
Figure 27: Shortcuts in the Windows 7 Start menu and Apps in the Windows 8 Start screen
Starting the thin client
 Go to the Windows Start menu and select Programs > EPO Online Filing > Online Filing Client 5.0.
The Online Filing File Manager starts.
 Log on with your user name and password.
 Select either production mode or demo mode.
 Production mode and demo mode each have a separate user management system. As a result, a user
name and password has to be set for every user in both modes.
Changing connection settings for the thin client
If the client is unable to set up a connection to the server, check the OLF server data, i.e. IP address or server
name and port number (CORBA or SOAP) for File Manager.
 Go to the Windows Start menu and select Programs > EPO Online Filing >EPO Online Filing Client
5.0 settings.
The Server address information window appears, see Setting the connection to the server (p. 36).
 Change the connection data as required.
Sending an application to the demo server
 Start File Manager in demo mode from a client PC.
 Create a new application, for instance, with the Form EP(1038E).
 Attach a document.
 Sign the application digitally by inserting your smart card into the reader connected to the workstation.
 Send the application to the EPO's demo server.
If no errors occur during the transfer operation and you receive your demo acknowledgment of receipt, everything
is in order.
Page 37 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
5.7
5 Initial installation
Stand-alone installation
In stand-alone installation, the Online Filing server and the Online Filing thin client are both installed on the same
stand-alone computer. Following this type of installation, the OLF server cannot be accessed by other
workstations, even if the computers are networked with each other. During installation, the client is automatically
configured to point to the localhost address.
Preparation
 Log on to the computer as a Windows administrator, see Windows user rights (p. 12).
 Install the additional software, see Software requirements (p. 11).
The installation process
Stand-alone installation is basically identical to server installation, but it also installs the thin client.
 Start the installation with OLF506.exe.
 Select the standalone installation option as the mode of installation; see Installation mode (p. 18).
 Follow the instructions as described under Server installation (p. 19).
The HTTP IP address of the OLF server is automatically set to localhost and cannot be changed.
Figure 28: Server address set to localhost in the stand-alone version
When installation is complete, you are prompted to restart your computer.
Testing the stand-alone version
The installation program creates the EPO Online Filing program group in the Windows Start menu. This is
where you'll find the shortcuts for starting the stand-alone version.
In Windows 8, you will find a new app group in the start screen.
Figure 29: Shortcuts in the Windows 7 Start menu and Apps in the Windows 8 Start screen
Page 38 of 94
EPO Online Filing 5.06 – Installation and troubleshooting
6 Changing the configuration of OLF services
Starting Server Manager and running Live Update
See Testing the server (p. 32) and Performing a live update (p. 34) for installing the server.
Starting Online Filing (client)
!
Note: You need administrator rights in Windows 7 to work with the stand-alone version.
 Go to the Windows Start menu and select Programs > EPO Online Filing > Online Filing 5.0.
 Log on to File Manager with your user name and password.
 Send a demo application to the EPO, see Testing the thin client (p. 37).
6
Changing the configuration of OLF services
Most of the settings you are prompted to make in the various dialogues during installation can be changed
quickly and easily afterwards in the configuration files. As a separate configuration file exists for each OLF file,
every plug-in can be configured separately.
!
WARNING: Changes to system files should be undertaken only by experienced users.
Online Filing folder structure
The program folder C:\Program Files\EPO_OLF5\ contains a subfolder for each plug-in, with a subfolder
config for the configuration file.
Examples:
OLF File Manager: C:\Program Files\EPO_OLF5\fm\config\OLFfm.conf
EP122K plug-in (Euro-PCT(1200E2K) procedure): C:\Program
Files\EPO_OLF5\ep1200\config\ep1200.conf
 For a full list of all plug-ins, see OLF services and ports (p. 86) in the annex.
Editing the configuration files
You will need administrator rights in Windows to edit files in the Programs folder.
 Use the Run as administrator option to open the Windows editor with Programs > Accessories >
Notepad.
 In Windows XP, log on to Windows as an administrator and open the editor.
 Open the .conf file or the .ini file.
 It is advisable to create a backup of the file in case you want to revert to the old settings.
 Make your changes and save the configuration file.
 Terminate the relevant OLF service in Server Manager and restart it for the configuration changes to take
effect.
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6.1
6 Changing the configuration of OLF services
Changing CORBA and SOAP ports
In the configuration file, the key "CorbaPort=" or "SOAPPort=" respectively are assigned to the chosen port
number.
 Open the relevant configuration file, see Changing the configuration of OLF services (p. 39).
 Change the ports, if necessary.
 Save the modified configuration file.
 Restart the relevant OLF service in Server Manager.
Examples of standard port assignments
For File Manager in the OLFfm.conf file:
# Corba protocol port number
CorbaPort=11000
# SOAP protocol port number
SOAPPort=21000
For EPO OLF EP122K in the ep1200.conf file:
# Corba protocol port number
CorbaPort=11106
# SOAP protocol port number
SOAPPort=21106
!
6.2
Note: Few antivirus software products can detect the use of these high ports, suggesting malign
software or a Trojan horse has infected your system. Please configure your antivirus software or
firewall accordingly so as to allow the plug-ins to use these ports.
Changing network settings
The IPAddress parameter in the OLFfm.conf configuration file is for connecting all thin clients to the OLF
server, i.e. for starting File Manager on the server computer. The same IP address and the webPort parameter
are used to open the online help for File Manager.
[General]
...
# Server IP address
IPAddress=192.168.178.27 (example: client/server installation)
# web-help port number
WebPort=88
If you are using a dynamic IP address, enter the server name instead of the IP address in all configuration files,
e.g.
# Server IP address
IPAddress=myOLFServer (example: client/server installation)
 Edit the OLFfm.conf configuration file for the File Manager.
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6 Changing the configuration of OLF services
 Terminate and restart the EPO OLF File Manager service in Server Manager.
This action terminates and starts all other plug-ins at the same time.
The parameters IPAddress and WebPort also appear in the configuration files of all EP plug-ins, e.g. in
ep1200.conf. However, these parameters are not used for connecting to the OLF server. Only the IPAddress
parameter in the OLFfm.conf file is used by all OLF services when connecting to the server.
 For a full list of all plug-ins, see OLF services and ports (p. 86) in the annex.
TIP: Finding out the server's IP address
Use the command ipconfig if you do not know the server's IP address.
 Go to the Windows Start menu and select Programs > Accessories > Command Prompt.
 Enter the command ipconfig.
This command displays the computer's IP configuration for all of its network adapters - both LAN (Ethernet) and
WLAN (wireless).
Figure 30: Querying the computer's IP address
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6.3
6 Changing the configuration of OLF services
Changing proxy settings
The proxy server access data is written to the File Manager configuration file during installation, see Proxy
settings (p. 29).
The proxy parameters in the configuration file OLFfm.conf are used to set up the HTTPS connection to the filing
office's receiving server when sending applications.
 You can change the settings in Server Manager in the Settings tab or directly in the configuration file.
 Then restart the EPO OLF File Manager service in Server Manager.
Example for a proxy server:
...
# sending, proxy server name
ProxyServer=myProxy
# sending, proxy port number
ProxyPort=8080
# sending, proxy user name
ProxyUser=ourProxyUser
# sending, proxy user password (hashed)
ProxyPassword=PasswordProxy
# sending SSL version
SSL Version=SSLv3
If your network does not use a proxy server, leave all keys, apart from the SSL version, blank:
# sending, proxy server name
ProxyServer=
# sending, proxy port number
ProxyPort=
# sending, proxy user name
ProxyUser=
# sending, proxy user password (hashed)
ProxyPassword=
# sending SSL version
SSL Version=SSLv3
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6.4
6 Changing the configuration of OLF services
Changing the thin client settings
You can change the connection parameters between the thin client and the OLF server in the Server address
information dialogue, see Setting the connection to the server (p. 36).
 Go to the Windows Start menu and select Programs > EPO Online Filing > Online Filing Client 5.0
settings.
 Change the settings, e.g. enter the server name instead of the IP address.
 Click Save.
Figure 31: Changing the server address in the thin client settings
Making changes in the configuration file
You can also edit connection parameters directly in the OLFClient.ini file. You will find this file in the thin
client's program directory under C:\Program Files\EPO_OLF5-TC.
!
Attention: This method does not work in Windows 8 / 7 / Vista if the thin client is installed in the
system folder C:\Program Files. If this is the case, you can only change the connection
parameters for the client via Online Filing Client 5.0 settings.
 Enter your OLF server's IP address or server name.
 Set the parameters for CORBA:
- CORBA=1 - if using CORBA
- CORBA=0 - if using SOAP
Sample server name when using CORBA:
[Common]
...
CORBA=1
...
[CORBA]
ORBBINDADDR=inet:myOLFServer:11000
Sample IP address when using SOAP:
...
CORBA=0
...
[SOAP]
ORBBINDADDR=inet:192.168.178.27:21000
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7
7 Installation maintenance
Installation maintenance
This section describes how to update the Online Filing software. Software maintenance or updating using the
installation program is mainly required in three situations:
A) Upgrading to a new version
The EPO releases a new version of Online Filing. All users must update their software if they want to continue to
file applications with the EPO.
 For more information, refer to the chapters Updating the server (p. 45), Updating the thin client (p. 51) and
Updating the stand-alone version (p. 52).
B) Repairing the installation in the event of a malfunction
The latest version of Online Filing is already installed but the software or one of the national plug-ins is no longer
working properly. You therefore want to repair the OLF software in the current version and continue using the
same database as before.
 For more information, refer to the chapter Repairing national plug-ins (p. 48).
C) Switching from stand-alone to network-based mode
You want to convert a stand-alone installation into a server installation and migrate all data in this process.
 For more information, refer to the chapter Converting from stand-alone to server mode (p. 52).
Most other changes are easier to perform directly in the configuration files, see Changing the configuration of
OLF services (p. 39).
7.1
Maintenance checklist
The following checklist details the most important steps in the maintenance of an Online Filing installation using
the installation file.








Finalise the applications that are still being processed and send them all to the relevant filing office
Create a database backup in Server Manager (production and demo modes)
Give all users ample warning of the impending disruption
Start the installation program and proceed as described for updating the server (p. 45) and updating the
stand-alone version (p. 52)
Install all updates, either via Live Update or from the downloaded patch files, see Performing a live update
(p. 34)
Update the thin client for the administrator, start File Manager and check if all the same data is available as
before
If using customised templates, these have to be updated, see Updating templates (p. 53)
Reinstall all thin clients too after updating the OLF server, see Updating the thin client (p. 51)
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7.2
!
7 Installation maintenance
Updating the server
Attention: If updating from an earlier version of OLF, first finalise all applications still being
processed and submit them to the EPO. Then use Server Manager to create a backup of the
OLF-database, see Backing up data (p. 65).
 Quit all Windows programs.
 Start the installation program OLF506.exe on the server computer.
Entering access data
If user management is enabled in production mode and the users in the Administrators group have been
assigned passwords, the installation program recognises that the version of Online Filing installed is
password-protected.
!
Attention: Do NOT enter a password here if you have already used your Administrator user
name without a password in production mode, otherwise your Administrator ID will be blocked.
 Enter the User name and Password for one of the users in the Administrators group.
 Click Next.
Figure 32: Entering the password for accessing an existing OLF installation
Selecting the installation mode




In the Welcome screen click Next.
Select Server installation as the mode of installation.
Proceed through the ensuing steps until the Application Maintenance window appears.
Select Modify.
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7 Installation maintenance
 Click Next.
Figure 33: Modifying the Online Filing installation
Shutting down OLF services
The installation program warns you that it will take some time to upgrade Online Filing. It is advisable to file all
applications that are important or urgent before you start the upgrade.
 Give all logged-on users ample warning (at the latest now) of the impending service disruption.
 Click Next if there are no longer any applications still being processed.
 Click Yes in the ensuing message.
Figure 34: Previous installation detected
 Confirm the InterBase server shutdown prompt with Yes.
Figure 35: Shutdown InterBase (Firebird) Server
Updating the database
The installation program creates a new database in the course of the update. The data from the existing
database is therefore first copied and then imported into the new database.
The Database Update dialogue enables you to select which parts of the previous installation you want to have
carried over. All options are selected by default.
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7 Installation maintenance
 Clear the check boxes beside the elements you do not want to have carried over to the updated database.
 Click Next.
Figure 36: Database update
The copies of the production database (eOLFi.gdb) and the demo database (eOLFdi.gdb) will be stored in a
new sub-folder in the Unload folder of the installation directory (default: C:\Program
Files\EPO_OLF5\Unload). This new sub-folder is labelled with the creation date and time during installation,
e.g. 20120710_130305.
 Please make sure that there is enough disk space available if your OLF database is already very large. You
will need at least 2 GB of available hard disk space plus three times the size of the two databases (eOLFi.gdb
and eOLFdi.gdb).
Changing settings
In the next steps you can change the settings for Online Filing as required. The dialogues are identical to those
that appear during initial installation:
 Administrator password, see Enabling user management (p. 25).
 Password management, see Enabling password policy (p. 26).
!
Note: OLF version 5.06 introduces the new password policy functionality. If you are upgrading
from OLF version 5.05 and user management is enabled in your OLF installation, you can enable
the password policy at this point of the update process. For more information on the password
policy please refer to section 4.10.2 in the most recent Online Filing User Guide.
 CORBA and SOAP port numbers, see Setting CORBA and SOAP ports. ("Setting CORBA and SOAP
ports" p. 27)
 Network connection, see Network settings (p. 28).
 Connection via the proxy server, see Proxy settings (p. 29).
 Countries for Live Update, see Configuring Live Update for national procedures (p. 30).
After this, the system is updated and the database is repopulated with the previously exported data. The
progress indicator lets you monitor the installation progress.
 Click Finish in the final screen.
 Restart your computer.
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7.3
7 Installation maintenance
Repairing national plug-ins
In Online Filing, all national plug-ins are automatically installed during initial installation. All you have to do is
select whether or not the plug-in should be activated, see Activating national plug-ins (p. 21).
If at a later stage you want to use a national plug-in that is not available in the Forms folder in File Manager, you
can simply activate it in Server Manager. This makes it available to all Online Filing users. If you would like Live
Update to perform regular checks for updates of this plug-in, select the appropriate country in the Live Update
Countries tab in Server Manager.
You should therefore only use the installation program if a plug-in is no longer working properly and has to be
repaired.
!
Attention: Reinstallation overwrites all your current plug-ins with the plug-in versions available in
the installation file. If you have installed updates or patches for your plug-ins since performing
initial installation, you will lose all of these changes. You will therefore have to reinstall all updates
once maintenance is complete.
 Read section Maintenance checklist (p. 44) in preparation for this step.
 Make note of the current build number of all plug-ins and the current updates installed. You will find these
under Help > Info in the About File Manager window.
Figure 37: Versions of Online Filing and all plug-ins currently installed
 Scroll to the end of the lower list to see the updates or patches.
 These are the precise updates you will have to reinstall later to bring your OLF installation up to date.
 Make note of the exact sequence of all updates as displayed in this window.
Figure 38: List of patches already installed
 Make sure that you use the same installation file as for initial installation, otherwise the OLF database will not
integrate properly.
 Now proceed as described under Updating the server (p. 45) to repair plug-ins.
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7 Installation maintenance
In the Feature Overview dialogue you will again see which version is currently installed (Old Version) and which
version will replace it (New Version).
In this example, the old version of File Manager (i.e. version currently installed) is more up to date than the new
version (i.e. in the installation file), meaning that no change will be made.
Figure 39: Comparison of the old and new version of EPO OLF File Manager
The plug-ins activated in your installation are automatically selected by default.
 Check the settings for the plug-ins you want to repair.
In this example, the old and the new version are identical so the plug-ins can be reinstalled.
Figure 40: Comparison of the old and new version of the activated plug-ins
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7 Installation maintenance
 Make sure that you read the warning. Following installation, you will have to reinstall all patches and updates
you previously downloaded.
Figure 41: Warning about the reinstallation of plug-ins
 Proceed as described under Updating the server (p. 45).
 Download all the updates and patches that previously were installed from the EPO website.
 Install the updates one by one in the correct sequence, see the figure "List of patches already installed"
above.
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7.4
7 Installation maintenance
Updating the thin client
After you update the server installation, you should also update all thin clients so that all workstations are
operating with the latest version.
Use the installation file OLF506client.exe or OLF506client.msi, see Thin client installation (p. 35).
!
Attention: If you want to use the OLF506client.msi file in Windows XP, it is recommended that
you uninstall all thin clients first. For more information, see Installing the thin client in silent
mode (p. 89).
 Start the installation programme.
The Modify option is already selected.
 Click Next.
Figure 42: Modifying thin client installation
 Change the OLF server connection data as required, see Setting the connection to the server (p. 36).
 Click Save.
Figure 43: Data for the connection to the server
 Click Finish in the final window.
The thin client update is now complete.
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7.5
7 Installation maintenance
Updating the stand-alone version
The procedure for updating a stand-alone version is for the most part identical to that for updating the server.







Finalise the applications that are still being processed and send them all to the relevant filing office.
Create a database backup in Server Manager (production and demo modes).
Start the installation programme.
Select Standalone installation as the mode of installation.
Proceed as described in Updating the server (p. 45).
In the Network settings dialogue, localhost is set as the server's IP address and cannot be changed.
Install all updates, either via Live Update or from the downloaded patch files, see Performing a live update
(p. 34).
7.6
Converting from stand-alone to server mode
If you installed Online Filing in stand-alone mode and are already operating the software successfully, you may
want to make it available to additional staff in your company. For this to work, you must leave the OLF-database
on the same computer but make the computer accessible via the network.
You do not have to reinstall the OLF server in this case. If the OLF database is installed on a sufficiently powerful
computer, you can simply convert your stand-alone version into a server installation. Then install the latest OLF
thin client on the computers of the relevant staff.
!
Attention: Make sure the version of Online Filing you install is exactly the same as the one used
in the existing stand-alone version. Make note of all version numbers before you start the
installation, see Repairing national plug-ins (p. 48).
Phase 1: Preparation and data backup
 In preparation for this step, re-read the section Initial installation checklist: client/server (p. 14) so that you
have all necessary data to hand.
 Finalise the applications that are still being processed and send them all to the relevant filing office.
 Create a database backup in Server Manager (production and demo modes).
 Stop the Firebird Server - OLF service in the Windows Services Manager. This will also terminate all other
EPO OLF services, see Checking the status of the OLF server and OLF services (p. 70).
 For added safety, copy the databases eOLFi.gdb and eOLFdi.gdb to a secure location. You will find the
databases in the program folder C:\Program Files\EPO_OLF5\db\. If anything goes wrong when
converting your stand-alone version, you can use these database copies to restore your data.
Phase 2: Converting the stand-alone version into a server installation





Start the installation program.
Select Server installation as the installation mode.
Proceed through the ensuing steps until the Application Maintenance window appears.
Select Modify.
Proceed as described in section Updating the server (p. 45), making sure you observe the following:
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7 Installation maintenance
Enter the computer's IP address or server name in the Network settings dialogue. The localhost
setting from the stand-alone installation is still entered as the HTTP IP Address.
- In the CORBA/SOAP ports dialogue, check if all these ports are accessible on the computer and, where
necessary, change the firewall settings.
 Install all updates, either via Live Update or with the downloaded patch files, see Performing a live update
(p. 34).
-
Phase 3: Configuring user administration and installing thin clients
 First install a thin client for the Online Filing administrator, see Thin client installation (p. 35).




In demo mode, send a test application to a filing office's OLF demo server.
Configure all users and groups for your company staff under User Administration in OLF.
Install the thin clients for all users and any additional software necessary.
Test the client/server connection, see Testing the thin client (p. 37).
7.7
!
Updating templates
Attention: Updating Online Filing often results in changes to the data structure in the individual
plug-ins, i.e. in the forms. Remember, therefore, to also update your templates after a major
update, for instance, from version 5.05 to 5.06.
 Open File Manager and go to the Templates folder.
 Right-click a template and select Edit template in the shortcut menu.
 If a warning about changing fee information appears, click OK.
 Save and close the template.
 Repeat this step for all templates that are still in use.
This makes sure that new applications based on these templates comply with the latest data structure of the
relevant plug-in. Otherwise, the data may not be compatible with the database on the receiving site and could be
refused or incorrectly processed by the filing office.
7.8
Compressing the database
Your OLF database will grow over time and can reach several GB in size, especially if you have been using the
software for some time already, file a large number of applications and attach large documents.
The OLF database is not designed as a storage system for data from all applications ever created. Every time
changes are made to procedures, the data structure of the forms also changes in Online Filing, but not the data
structure in the applications and templates you created. This means that in version 5.06 you may not be able to
open and correctly display older applications, i.e. those created in prior OLF software versions.
It is therefore advisable to archive filed applications and the templates you no longer need at regular intervals
and remove them from the database. Afterwards, you can compress the database, considerably reducing its size.
Performing this kind of maintenance frees up disk space on the server computer and speeds up Online Filing for
all users.
 For detailed information on performing backups, exports and imports refer to the online help for both Server
Manager and File Manager or the user guide for Online Filing version 5.06.
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7 Installation maintenance
Exporting and archiving data with Server Manager
You can use the export filter in Server Manager to selectively export applications at set intervals. For instance,
you can export all applications sent in 2011 and then import them again afterwards, or you can export the
applications sent prior to 2011 and then remove them permanently from the database.
 Start Server Manager and click the Export tab.
The All Applications view shows all applications.
 To see only the applications already filed, click Sent in the left pane.
 Select the check box Delete items from database after archiving.
 Select the check box Enable Filter.
 Using the two calendar icons
select the first day (the date corresponds to the applications' last save date)
and the last day of the interval you want to set.
 Click Apply Filter.
The list is updated accordingly.
 To select all applications, click
 Click the Export button.
in the column heading.
Figure 44: All applications sent in 2011 are marked for export followed by deletion
The selected applications are exported to the default export directory C:\Program
Files\EPO_OLF5\tools\smanager\data\ and simultaneously deleted from the database.
 Repeat this procedure as required for additional intervals.
Creating a new database in Server Manager
 Click the Backup tab.
 Select the production database (Production appears in the Type column).
 Click the Empty Database button.
 In the next dialogue, select which data should be copied from the old database to the new one.
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!
7 Installation maintenance
Attention: The Empty Database function permanently removes all applications.
 Click OK.
Figure 45: Selecting the data to be copied to the new database following compression
The database will now be compressed; this may take a few minutes.
Importing data with Server Manager
If you want to be able to re-access sent applications in Online Filing, you can re-import them via Server Manager.
We recommend that you start by creating a new directory for archived applications in File Manager. Set this
directory then as the destination import directory:
 Start Server Manager and click the Settings tab.
The default setting for the destination import directory (Import directory - destination) is Default Folder.
 Click the directory icon beside the field to select the new directory in File Manager.
 Then click the Import tab.
All applications in the source import directory (Import directory - source) are displayed. The default is
C:\Program Files\EPO_OLF5\tools\smanager\data\, which is the same as the default export folder.
 To select all applications, click the
 Click the Import button.
icon in the column header.
Deleting old database versions
When updating Online Filing, e.g. from version 5.05 to 5.06, the entire database is copied to the OLF program
folder and restored once installation is complete. During the update, you can choose which parts should be
copied to the new database, see also Updating the server (p. 45). In this way, you can remove unwanted data
and reduce the size of the database.
The database copies created for the earlier version by the installation program are kept however and can take up
a considerable amount of disk space on the server. You should therefore remove these too from time to time.
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EPO Online Filing 5.06 – Installation and troubleshooting
8 Uninstalling
 Open the program folder C:\Program Files\EPO_OLF5\Unload in Windows Explorer.
This folder contains one or more subfolders created during previous updates. The subfolders are named after
the creation date, e.g. 20120704_145257 relates to an update performed on 04.07.2012 at 14.52.57 hrs.
Both the production database eOLFi.gdb and the demo database eOLFdi.gdb are stored in these
subfolders.
 Delete all but the newest subfolders.
8
Uninstalling
If you decide you no longer want to run Online Filing on a specific computer, you can uninstall the software
completely.
It is advisable to use the installation program for the OLF server or the OLF thin client also for uninstalling the
software. The first steps are the same as for installation. Then select Remove in the Application
Maintenance dialogue. The uninstallation routine completely removes all OLF system files and the relevant
entries in the Windows registry.
If the installation file you used to install Online Filing is no longer available, you can also uninstall the software via
the Windows Control Panel. Both methods work for both the OLF server and the thin client and for the
stand-alone version.
Saving data for reuse
Before removing the software (and therefore also the OLF database) from the computer, you should export any
data that you still need from Online Filing including, above all, the address book, the User Administration, the
templates and the filed applications. For detailed information on the various export methods, refer to the user
guide for Online Filing, version 5.06 or the online help for File Manager and Server Manager.
8.1
Uninstallation checklist
The following checklist details the most important steps for uninstalling Online Filing using the installation file.
 Make sure you have to hand the installation file you used to install or last update the Online Filing software:
- OLF506.exe for uninstalling the OLF server
- OLF506client.exe for uninstalling the OLF thin client
 Check if specific data is still needed for archiving or the import into other programs.
 Create a database backup or the relevant export files, see Backing up data (p. 65).
 In a network version, start by uninstalling the thin clients, see Uninstalling the thin client (p. 57), and then
uninstall the server, see Uninstalling the server (p. 58).
 The procedure for uninstalling the stand-alone version is similar to that for the server.
 Delete any files which are no longer required, see Removing OLF files and folders ("Removing OLF
program files and folders" p. 61).
 Check if there are still keys for Online Filing in the Windows registry and if so, delete them, see Editing the
Windows registry (p. 61).
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8.2
8 Uninstalling
Uninstalling the thin client
The user rights needed to uninstall the OLF software in Windows are the same as those needed to install it, see
Windows user rights (p. 12).
Uninstalling with the installation file
 Start the installation program with the file OLF506client.exe.
 You will find the file in the program folder C:\Program Files\EPO_OLF5\ThinClient_v500 on the
server computer.
 For the first steps, proceed as described for installation, see Starting thin client installation (p. 35).
 Select Remove when the Application Maintenance window appears.
 Click Next.
Figure 46: Option for removing Online Filing Client 5.0
The uninstallation routine starts.
 In the Online Filing Client 5.0 Uninstall window, click Next.
 In the Online Filing Client 5.0 has been successfully uninstalled window, click Finish.
You are prompted to delete the folder EPO_OLF5-TC.
 Click Yes to confirm.
Figure 47: Prompt to delete the Online Filing Client program folder
If you cannot see the prompt, it might be because it is hidden behind other application windows on your screen.
 If this dialogue does not appear, check if the folder Program Files\EPO_OLF5-TC was removed.
 If the folder still exists, delete it manually.
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8 Uninstalling
Uninstalling via the Windows Control Panel
 Open the Windows Control Panel.
 Go to Programs > Programs and Features > Uninstall a program.
 In Windows XP / Server 2003, go to Add or Remove Programs > Change or Remove Programs.
 Select Online Filing Client 5.0.
 Click Uninstall/Change.
 In Windows XP / Server 2003, click Change/Remove or Remove.
 Proceed as described above when the uninstallation program starts.
8.3
Uninstalling the server
The user rights needed to uninstall the OLF software in Windows are the same as those needed to install it, see
Windows user rights (p. 12).
Uninstalling with the installation file
 Start the installation program with the installation file OLF506.exe.
 Confirm the security warning for user account control.
The Wise Installation Wizard is initialised.
 Select the required language and click Next.
 Enter the Administrator password if login with user name and password is activated in your OLF installation,
and click Next.
 Click Next in the Welcome dialogue.
The option Server installation is already selected in the Installation Mode window.
 Click Next.
 Select Remove in the Application Maintenance window.
 Click Next.
Figure 48: Option for removing Online Filing
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8 Uninstalling
 If you are sure you want to uninstall Online Filing, click Next in the Online Filing 5.06 Uninstall window.
 If you want to modify your settings, click Back.
 To exit the uninstall process, click Cancel.
Figure 49: Starting the uninstall process
The uninstall routine starts and the Online Filing 5.0 Uninstall window opens a second time.
 To re-confirm your wish to uninstall Online Filing, click Next. This starts the process which cannot be
stopped.
 If you decide you do not want to uninstall the software, you can still click Cancel here.
Figure 50: Second confirmation for uninstallation
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EPO Online Filing 5.06 – Installation and troubleshooting
8 Uninstalling
The uninstallation program starts.
Figure 51: Wise Installation Wizard is initialised for the uninstallation routine
The uninstallation progress is indicated in the Perform Uninstall window.
 In the Online Filing has been successfully uninstalled window, click Finish.
You are prompted to delete the folder EPO_OLF5.
 Click Yes to confirm.
Figure 52: Prompt to delete the Online Filing program folder
If you cannot see the prompt, it might be because it is hidden behind other application windows on your screen.
 It is advisable to restart your computer when uninstallation is complete.
Uninstalling via the Windows Control Panel
 Open the Windows Control Panel.
 Go to Programs > Programs and Features > Uninstall a program.
 In Windows XP / Server 2003, go to Add or Remove Programs > Change or Remove Programs.
 Select Online Filing 5.06.
 Click Uninstall/Change.
 In Windows XP / Server 2003, click Change/Remove or Remove.
 After starting the uninstallation program, proceed as described above.
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EPO Online Filing 5.06 – Installation and troubleshooting
8.4
8 Uninstalling
Uninstalling the stand-alone version
 To uninstall the stand-alone version, proceed exactly as described for uninstalling the OLF server, see
Uninstalling the server (p. 58).
8.5
!
Removing OLF program files and folders
Attention: Do not delete system files unless you know exactly what you are doing.
The OLF installation folder may remain on your computer after uninstalling the OLF software. You may also find
other individual folders from earlier installations, such as epoline3 or EPO_OLF folders from older OLF
versions.
By default, OLF version 5.06 uses the installation path C:\Program Files\EPO_OLF5 for the server or the
stand-alone version and the path C:\Program Files\EPO_OLF5-TC for the thin client.
 Check Windows Explorer to see if the EPO_OLF5 folder is still present after restarting the computer.
 Delete the entire remaining EPO_OLF5 folder.
 Delete the EPO_OLF5-TC folder, too, if it is still present after uninstalling the thin client.
 Delete the folders epoline3 and EPO_OLF, if present.
 Delete the files GDS32.dll and fbclient.dll, if present in the directory WINDOWS\system32.
8.6
!
Editing the Windows registry
Warning: Editing the registry is at your own risk and should only be attempted by experienced
users or with their assistance.
Even after uninstalling the software within Windows, there may still be entries in the Windows Registry that need
to be removed.
 To start the Windows Registry Editor, enter the command regedit in the search box in the Windows Start
menu.
 In Windows XP/Server 2003, go to Start > Run and enter the command regedit in the Run window.
Figure 53: Opening the Registry Editor with the "regedit" command
Remove the EasyTeam keys
 In the Windows Registry Editor, use either Edit > Find or press CTRL+F.
 Enter EasyTeam as the search term and click Find Next.
 Press F3 to search again for the same term.
The registry contains at most the following two keys with an eOLF5 subfolder, and possibly also an eOLF4
subfolder from an older OLF installation:
HKEY_LOCAL_MACHINE\SOFTWARE\EasyTeam
HKEY_CURRENT_USER\Software\EasyTeam
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8 Uninstalling
 Delete both keys by right-clicking the folder EasyTeam on the left and then selecting Delete from the shortcut
menu or hitting the DEL key.
Figure 54: EasyTeam key in the registry
If you have installed PCT-Safe from WIPO, there will also be an entry for WIPO inside the EasyTeam folder.
 If that is the case, you should only delete the eOLF5 sub-folder.
Remove the keys to start the MClient.exe
 Search the Windows registry for MClient.
 Delete the following keys one after the other by right-clicking the parent folder on the left and then selecting
Delete from the shortcut menu:
HKEY_CLASSES_ROOT\CLSID\{D4535D47-30E5-48AA-9901-5B5566E90BF4}
HKEY_CLASSES_ROOT\Interface\{1EF9E2A1-A05F-4237-9499-34E0802338EE}
HKEY_CLASSES_ROOT\MCorbaClient.GUICOMClient
HKEY_CLASSES_ROOT\TypeLib\{0DDBDCE7-8EDD-4C1A-ACEA-69D1D83AA7CA}
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\CLSID\{D4535D47-30E5-48AA-9901-5B5566E90BF4}
HKEY_LOCAL_MACHINE\SOFTWARE\Classes\TypeLib\{0DDBDCE7-8EDD-4C1A-ACEA-69D1D83AA7CA}
Figure 55: Deleting registry keys for MClient.exe
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8 Uninstalling
Delete keys for ClientAdvise (cl_cm.mtdORBClientAdvise)
HKEY_CLASSES_ROOT\CLSID\{4ECCBBFD-E55D-43F9-9135-59C8943E6F61}
HKEY_CLASSES_ROOT\Interface\{129B335F-837C-477D-B946-240C28BA316C}
Deleting additional keys
Depending on the prerequisites of your network or your stand-alone system, the registry may contain additional
keys that have to be deleted:








File Manager, EPO_OLF_FMMNGR_Service (OLFfm.exe)
Server Manager, EPO_OLF_FMGRDN_Service (OLFGuardian.exe)
Form EP(1001E2K), EPO_OLF_EP2000_Service (ep1001.exe)
Form Euro-PCT(1200E2K), EPO_OLF_EP122K_Service (ep1200.exe)
Form EP(1038E), EPO_OLF_EP1038_Service (ep1038.exe)
Form EP(Oppo), EPO_OLF_EPOPPO_Service (ep_oppo.exe)
Form PCT/RO/101, EPO_OLF_IBR101_Service (pcti.exe)
Other national plugins.
!
Note: After cleaning the Windows registry, you need to reboot your computer for the changes to
take effect.
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EPO Online Filing 5.06 – Installation and troubleshooting
9
9 Reinstallation with data migration
Reinstallation with data migration
This section describes how to reinstall the Online Filing software and migrate the database from a previous
installation. Reinstallation with data migration is intended for the following scenarios:
A) Restoring the system after a software crash
Your Online Filing installation crashes or stops working properly after a fatal error. You have to reinstall the
software and want to restore the old OLF database at the same time.
 Refer to section Restore checklist (p. 64).
B) Migrating data to new servers
You have been using Online Filing for some time already and now have to replace the server computer because
it is no longer powerful enough. You want to transfer the OLF database from the functioning, up-to-date OLF
installation to the new computer.
 Refer to section Migration checklist (p. 65).
C) Migrating data to a new operating system on the same computer
You want to install a new operating system on the computer used for Online Filing, e.g. upgrade from Windows
Server 2003 (32-bit version) to Microsoft Windows 2008 R2 Server (64-bit version). This entails reinstalling
Online Filing on the new operating system and then importing the data from the old database.
 Refer also to section Migration checklist (p. 65).
!
Important: When reinstalling Online Filing, ensure that you reinstall the exact same build
(including all patches) as the one you were previously working with. Failure to do so may lead to
inconsistencies in the data.
9.1
Restore checklist
Proceed as following to reinstall Online Filing following a system error:
 Create a backup of the OLF database and additional copies of the database files, see Backing up data
(p. 65)
 If Server Manager is no longer working, refer to the information on how to copy the database manually
 Make note of the version numbers of the current installation, including all plug-ins, see Maintenance
checklist (p. 44)
 Uninstall the OLF server, see Uninstalling the server (p. 58)




 If uninstallation is no longer working, proceed with the following two steps
Remove any remaining program folders and files, see Removing OLF program files and folders (p. 61)
Delete any remaining entries in the Windows registry, see Editing the Windows registry (p. 61)
Prepare the software installation files, see Latest version of the OLF software (p. 9)
Reinstall the OLF server, see Server installation (p. 19)
 Reinstall the exact same version of the OLF server and all plug-ins as you already had
 Restore your database, see Restoring data (p. 67)
 If necessary, reinstall all thin clients, see Updating the thin client (p. 51)
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9.2
9 Reinstallation with data migration
Migration checklist
This checklist describes the steps needed to install OLF on a new computer or new operating system and then
migrate the data.
 Create a backup of the OLF database on the old computer or operating system and copy the backup files and
database to a secure location, see Backing up data (p. 65)
 Make note of the version numbers of the OLF installation on the old computer, including all plug-ins, see
Maintenance checklist (p. 44)
 Prepare the new computer or the computer with the new operating system, see Installation requirements
(p. 9)
 Install the OLF server on the new computer, see Initial installation checklist: client/server (p. 14)
 Reinstall the exact same version of the OLF server and all plug-ins as you had on the old computer.
 Restore your database on the new computer, see Restoring data (p. 67).
 Check that the Online Filing functions are working, see Testing the server (p. 32) and Testing the thin
client (p. 37).
 If necessary, reinstall all thin clients, see Updating the thin client (p. 51).
 If you do not reinstall the thin clients, change the connection data to the new server for the thin clients, see
Changing the thin client settings (p. 43).
 As soon as the new OLF server is working correctly, uninstall the OLF server from the old computer, see
Uninstalling the server (p. 58).
9.3
Backing up data
We recommend that you create a backup of the database and save your data manually before you uninstall the
Online Filing software.
Backing up the entire database with Server Manager's Backup function
The database backup function carries out a full backup of all the Online Filing data. All applications and
templates, including all items in the Trash folder, are backed up. This option also backs up the Address Book, the
user management settings, the File Manager folders and the folder management settings.
 Start Online Filing Server Manager as a user in the Administrators group.
 Click the Settings tab.
 Check the settings for the Backup and restore directory.
The default path is C:\Program Files\EPO_OLF5\tools\smanager\data.
!
Attention: The subsequent reinstallation will delete the entire EPO_OLF5 program folder. It is
therefore advisable to either copy all backup files from this folder to another location or change the
backup path before performing reinstallation.
 To select a different path, click the folder icon.
 Click the Backup tab.
A list of all Server Manager database backups available in the selected backup folder is displayed.
 To create a new backup, click the Backup button.
 Back up the production database and the demo database one after the other.
The new backup files are labelled with the time and date, e.g. 20120708_113210.prod.bak for the production
database backup. You will find the associated physical files as 20120708_113210.prod.bk and
20120708_113210.prod.sha1 in the backup folder set under Settings.
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9 Reinstallation with data migration
 Copy the *.bk and *.sha1 files for each database backup and save the file in a secure location such as on
an external data carrier.
!
Attention: To restore a database at a later date, always use a backup created with the same build
number or the same OLF version. If not, you run the risk data inconsistencies because the
database structure changes from one version to another. For example, it would be impossible to
restore the database from a backup created with version 5.05 in an installation of OLF version
5.06.
Backing up applications and templates manually with Server Manager's Export function
Try this method if the database backup with Server Manager does not work.
 Note that a future import operation will place all applications - including those already sent - in Draft status in
the new database. It is therefore advisable to group your applications in separate folders before you export or
import them in order to maintain a clear overview.
Backing up the Address Book manually with File Manager's Export function
The Address Book can be exported as a CSV file and then re-imported later as required.
Manual database copy for emergencies
If none of the above-mentioned backup and export functions are working, you may be able to restore the
database using a backup copy of the OLF database from an automatic backup. If possible, do not use the current
database because this may already be corrupt as a result of the program crash.
Before performing an OLF migration make sure you create an extra copy of the current database in case an error
occurs when restoring the database.
 Before copying the database, terminate the service Firebird Server - OLF under Windows Control Panel
> Administrative Tools > Services, see also Checking the status of the OLF server and OLF services
(p. 70).
 Copy the databases eOLFi.gdb (production) and eOLFdi.gdb (demo) from the default folder C:\Program
Files\EPO_OLF5\db\ to a secure location.
!
Important: You can only restore a database with the database copy if the Online Filing version
reinstalled is the one last used by the database.
 For detailed information on Backup/Restore and Export/Import, refer to the online help for Server Manager
and File Manager and the user guide for Online Filing version 5.06.
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9.4
9 Reinstallation with data migration
Restoring data
Once you have completed the installation, your database will be empty. Server Manager enables you to restore
your complete database or import individual applications or templates.
Restoring the entire database with Server Manager's Restore function
To use the Restore function, you must have already created a backup of the database with Backup, see Backing
up data (p. 65).
 Copy the four backup files to the new computer (i.e. the *.bk and *.sha1 files for both the production
database and the demo database) and place them in the folder C:\Program
Files\EPO_OLF5\tools\smanager\data (default path) or in the folder set in Server Manager as the
Backup and restore directory.
 Start Online Filing Server Manager as a user in the Administrators group, see Enabling user
management (p. 25).
 Click the Backup tab.
Two available backup copies are displayed: the production database and the demo database.
 Select the database you want to restore: Demo or Production.
 Click the Restore button.
 Restore both databases.
Importing applications and templates with Server Manager
Try this method if the database restore with Server Manager does not work and the data has already been
exported.
 Note that a future import operation will reset all applications to Draft status. You will have to sign them again
so they are ready to send before you can submit them to the filing office.
Importing the Address Book with File Manager
 Copy the CSV file already exported to the new computer.
 Start File Manager and open the Address Book.
 Import the CSV file.
Importing a manually generated database copy
If you were unable to create a backup before reinstallation or if the Restore function did not work, you can copy
the old database to the new program folder.
!
Attention: If the old database was already corrupt at the time it was copied, errors can occur in
your data. You should only use a database copy therefore if you are sure that Online Filing was
working properly when it was created.
 Before copying the database, terminate the service Firebird Server - OLF under Windows Control Panel
> Administrative Tools > Services, see also Checking the status of the OLF server and OLF services
(p. 70).
 Copy the databases eOLFi.gdb (production) and eOLFdi.gdb (demo) to the default folder C:\Program
Files\EPO_OLF5\db\, i.e. overwrite the newer databases created during installation.
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EPO Online Filing 5.06 – Installation and troubleshooting
10 Using the PMS gateway interface
10 Using the PMS gateway interface
!
Attention: It is advisable to coordinate your technical details with EPO User Support before using
the PMS gateway interface for filing. The smooth operation of the PMS gateway is guaranteed only
with PMS software tested and approved by the EPO as Online Filing-compatible.
Users operating a separate patent management system (PMS) can install Online Filing's PMS gateway interface
on both a stand-alone workstation and a server in the corporate network. This gateway sets up a connection from
the PMS to the OLF receiving server installed on the office side and uses Online Filing mechanisms for data
validation and transmission.
An installation guide and description of how the PMS gateway works is provided in the "Online Filing V5 PMS
development kit (for applicants and PMS providers)". This kit is available under Applying for a patent >
Online services > Online filing > Download software for filing with the EPO
(http://www.epo.org/applying/online-services/online-filing/download.html). In addition to
documentation, the kit also contains the necessary program files, Java classes, and DTDs.
Important information on using the PMS gateway
 The PMS gateway interface is activated under System Preferences in the OLF File Manager. Activation is
only possible if user management is also enabled in OLF.
 A smart card that has been approved and registered by the EPO must be inserted in the OLF server
computer's reader to send applications to the EPO.
 The PMS gateway can be used both in production mode and demo mode. To enable PMS for both production
and demo mode, you need to log on in production mode.
 Certain validation messages (GUI-specific validations) are only output in English.
Importing PMS data in OLF
For a detailed description of the import data requirements, refer to the document "Importing Data into Online
Filing version 5 and higher". It is available from the EPO website under Online filing > Download
documentation (http://www.epo.org/applying/online-services/online-filing/documentation.html).
10.1
Technical coordination with the EPO
Enabling the Patent Management Systems (PMS) gateway interface requires prior approval of the PMS software
by the patent office(s) where an application is to be filed. Using the PMS gateway interface without prior approval
of the software may result in malfunctions or technical/procedural errors.
In the case of standard PMS software, the supplier may already have obtained the necessary approval. For
custom-made PMS software, or where no approval has yet been obtained for the standard version, approval
must be obtained from the support desk(s) of the patent office(s) concerned. With regard to the EP F1001 and
PCT/RO/101 procedures, approval must also be requested from the EPO User Support before patent offices are
contacted.
Please refer to the latest information on the EPO website (http://www.epo.org/online-services), before
activating the PMS gateway and filing applications.
Testing the PMS gateway
Start by performing a test in demo mode. This sends data to the demo database on the EPO's OLF server.
 Log on as an administrator and start the OLF File Manager in demo mode.
- User management is enabled if you log on here with your username and password.
- If not, go to Tools > Preferences > System Preferences and select the check box Enable User
Management.
 Activate the PMS gateway interface with the Smart card option under System Preferences.
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EPO Online Filing 5.06 – Installation and troubleshooting
10 Using the PMS gateway interface
 Use your PMS to submit a couple of demo applications to the EPO. You can use the EPO's sample
applications for this as they contain all the relevant data.
 Monitor the response from your PMS.
If everything works as expected, contact EPO User Support (see "Online Filing help" p. 6) for further
coordination. The EPO User Support checks the demo applications received and reports any technical
malfunctions that may have occurred. You are then granted a release for your PMS software.
For the verification of procedures other than those filed or accepted by the EPO, please contact the relevant
patent offices immediately and inquire directly about the CP approval procedures.
Activating the PMS gateway for filing in production mode




Start the OLF File Manager in Production mode.
If necessary, enable user management under System Preferences.
Then go to the PMS gateway interface under System Preferences and activate the Smart card option.
Select the check box I confirm that the PMS software has been approved by the patent office(s)
concerned.
 Select the check box Enable filing to production.
This now lets you send your applications from the PMS to the EPO and the other patent offices over the PMS
gateway interface.
10.2
PMS gateway features
The PMS gateway uses OLF Web service commands that match the basic functions of the OLF client:
Command
Explanation
validate
Checks and validates data in an application using the OLF software verification rules
import
Imports an application from the PMS into the OLF database.
sign
Signs an application. The digital signature for non-repudiation is applied prior to transmission
via a smart card inserted into a reader connected to the OLF server.
send
Sends an application to the receiving office. Only with authentication via a smart card.
export
Exports an application with all associated data from the OLF database to the PMS.
remove
Removes an object from the OLF database.
information
Exports data, including log files, to the OLF database for all or specific applications.
For more information, refer to the document "Introduction to the PMS Gateway Interface" supplied with the
above-mentioned development kit.
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EPO Online Filing 5.06 – Installation and troubleshooting
11 Troubleshooting
11 Troubleshooting
The following section proposes solutions for a number of typical problems in Online Filing.
If your problem is not listed here, please contact the EPO User Support or search the Online Filing discussion
forum, see Online Filing help (p. 6).
11.1
Checking the status of the OLF server and OLF services
If you are unable to start File Manager from a client computer or activate plug-ins, it may be because those
services do not run on the server computer.
The following services are configured when you install Online Filing version 5.06:
 Firebird server (Firebird Guardian OLF)
 Firebird database server (Firebird server OLF)
 File Manager (EPO OLF FM server)
 a service for each procedure (plug-in)
The same services are used in both production and demo mode. The Firebird server connects to either the
production database or the demo database, depending on the mode selected.
You can monitor and control the OLF services in OLF Server Manager or in the Windows Services Manager.
Checking the status of OLF services in Server Manager
 Start Server Manager with the option Run as administrator via the Online Filing 5.0 Server Manager
shortcut.
 Check the Services tab in Server Manager to see if the EPO OLF standard services and the services related
to the national plug-ins you activated are running (status is Running), see paragraph "Checking the status of
services in Server Manager" under Testing the server (p. 32).
Checking the status of OLF services in the Windows Services Manager
All services automatically start as Windows processes when the computer is booted.
Depending on your configuration, it may take some time for OLF services to start up after booting. Once start-up
is complete, the services will be continuously available.
 Open the Windows Control Panel and select Administrative Tools > Services.
 Check if all EPO OLF standard services (EP1038, EP122K, EP2000, EPOPPO, FM Server and IBR101) and
those related to the national plug-ins started are running, i.e. Started appears in the Status column. The
national plug-ins not activated are not running.
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EPO Online Filing 5.06 – Installation and troubleshooting
11 Troubleshooting
 Note that the startup type for the national plug-ins activated is Automatic, while it is Manual for the plug-ins
not activated.
Figure 56: Checking EPO OLF services in Windows
The services Firebird Server Guardian (Firebird Guardian - OLF) and Firebird Database Server (Firebird Server OLF) should also be running.
Figure 57: Status of Firebird Server - OLF in Windows
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EPO Online Filing 5.06 – Installation and troubleshooting
11 Troubleshooting
 If you terminate Firebird Server - OLF, all dependent OLF services will also terminate, i.e. the OLF service will
shut down completely.
Figure 58: Prompt before terminating all OLF services with the Firebird server
Checking ports used by OLF
To verify that the ports are available, you can check in a DOS box.
 From the Windows Start menu, select Accessories > Command Prompt.
 Type the command netstat -an.
You can see here which ports are currently open on your server. The ports used by the OLF server, such as
11000, should all have LISTENING status.
Figure 59: MS-DOS command "netstat -an"
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EPO Online Filing 5.06 – Installation and troubleshooting
11.2
11 Troubleshooting
Testing the connection between the client computer and the OLF server
If you are unable to connect to the OLF server with the OLF thin client, you will not be able to start File Manager.
In this case, the network connection may be lost.
You can use ping to test the general connection to the server computer and telnet to test the connection to
the individual plug-ins via the specific ports.
Ping
To check that the network connection to the server machine is possible, you can also do that at a DOS prompt
with the MS-DOS command ping.
 From the Windows Start menu, select Programs > Accessories > Command Prompt.
 Type the command ping [IP address of your Online Filing server].
Example: ping 10.0.3.24
The result should be a response from the server machine without any error messages.
Figure 60: MS-DOS command "ping"
Telnet
You can also use the telnet command to test the connection to the OLF server over the CORBA and SOAP
ports you set during installation.
!
Note: If the telnet command is not recognised in the DOS command prompt, activate the telnet
client and the telnet server under Control panel > Programs and Features > Turn Windows
features on or off.
 From the Windows Start menu, select Programs > Accessories > Command Prompt.
 Enter the command telnet [IP Address of your OLF server] [CORBA or SOAP port number].
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EPO Online Filing 5.06 – Installation and troubleshooting
11 Troubleshooting
Example: telnet 192.168.178.27 11000 to query the CORBA port for File Manager.
Figure 61: Enter the telnet command at the MS-DOS command prompt
The result should be an empty window showing the IP address of the queried server in the title bar.
Figure 62: Connection to the OLF server set up via telnet
 Terminate the telnet connection to the CORBA port by pressing ENTER six times.
Figure 63: CORBA connection to the server terminated
 Terminate the telnet connection to a SOAP port with the escape character CTRL + +, followed by the
command quit.
Figure 64: SOAP connection to the server terminated
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EPO Online Filing 5.06 – Installation and troubleshooting
11.3
11 Troubleshooting
Optimising the display settings
Please note that Online Filing was optimised for display with the normal font size. Notebook computer users often
choose a larger system font to make on-screen text easier to read on smaller, high-resolution displays. If you
notice when working with Online Filing that some of the text in screen masks is missing or truncated, please
change your settings as follows:
 Open the Control Panel.
 Go to Appearance and Personalization > Display.
 Select the Smaller - 100% (default) option.
 Click Apply.
You must log off your computer to activate the new settings.
Windows Vista




Open the Control Panel.
Go to Appearance and Personalization > Personalization.
Click Adjust font size (DPI) in the Tasks area.
Click Continue in the User Account Control window.
You are prompted to enter an administrator password here if you are not logged on as a Windows
administrator.
 Select the Default scale (96 DPI) option.
 Click OK.
You must restart your computer to activate the new settings.
Windows XP




Open the Control Panel.
Double-click the Display icon.
Click the Settings tab.
Click the Advanced button.
The range of tabs you see depends on which graphics card is installed.
 Click the General tab.
 Select Normal size (96 DPI) in the DPI setting drop-down list.
 Click OK.
Depending on your compatibility settings, you will be prompted to apply the new settings or restart your
computer.
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11.4
11 Troubleshooting
Configuring PDF display in Adobe Reader
The following error message may appear when you are trying to preview a form or open a form you want to sign
(but no PDF is displayed):
Figure 65: OLF cannot open Adobe Acrobat Reader
If, however, Adobe Reader is installed on your computer and you have no problem opening other PDF files,
please check the settings in Adobe Reader.
 If Adobe Acrobat Pro or Adobe Acrobat Standard is installed in addition to or instead of Adobe Reader,
please check and configure those applications too.
 Close all Online Filing windows apart from File Manager.
 Start Adobe Reader from the Windows Start menu.
 Select Edit > Preferences.
 Click the category Internet on the left.
The option Display PDF in browser must be selected.
 Select the check box as applicable.
 Click OK.
 Close Adobe Reader.
Figure 66: Option for displaying PDFs in Adobe Reader
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EPO Online Filing 5.06 – Installation and troubleshooting
11.5
11 Troubleshooting
Error: "Connection aborted on request"
The following error message may appear when an application you are trying to send fails to transfer and the
sending process is aborted at 0% after a certain length of time:
Figure 67: Error message: "Connection aborted on request"
Changing the network settings in Server Manager
If you are using a proxy server in your network, the error could occur because the settings for the proxy server
connection are not correct in Online Filing.
 Open Server Manager and select the Settings tab.
You will find the proxy server settings under Default Network Settings.
 If you are familiar with your proxy settings, enter them correctly here.
Figure 68: Settings for connecting to the internet over a proxy server in Server Manager
 If you are not familiar with this data, try using your browser settings. You can find them at the following
locations:
- In the Windows Control Panel under: Network and Internet > Internet Options > Connections >
LAN settings
- Internet Explorer: Select Tools > Internet Options > Connections > LAN settings
If your system uses a proxy server, you will find the address and the port here.
Figure 69: Proxy server settings under Windows Internet Options
 Change the proxy settings in Server Manager as appropriate.
 Close Server Manager.
 This setting affects all Online Filing users connected to this OLF server.
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11 Troubleshooting
Changing network settings in File Manager
If you cannot access Server Manager, you can change the settings for your own workstation as follows:
 Open File Manager (Online Filing 5.0 Client).
 Select Tools > Preferences > User Preferences.
 Check if Use Default Network Settings is selected under Network Settings.
If it is selected, the Server Manager settings are used.
 Clear this check box.
This enables the fields for the proxy settings for editing.
 Enter the proxy data (if you do not have this data, see above).
 Click OK.
You will be prompted to restart File Manager.
Figure 70: Individual setting for the proxy server in File Manager
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EPO Online Filing 5.06 – Installation and troubleshooting
11.6
11 Troubleshooting
Error: "Connection to server lost"
This or a similar error message appears if data retrieval suddenly fails while you are working in File Manager or
in a form in Online Filing:
Figure 71: The client lost the connection to the server
This means that the OLF client or the OLF plug-in you are using is unable to set up a network connection to the
OLF server in your network.
Loss of a connection can occur for a number of reasons:
 The OLF server is no longer running.
 The desired service on the OLF server is not running.
 The client is unable to set up a connection to the server because the network configuration is not correct.
Proceed as follows to solve the problem:
!
Attention: You must have Windows administrator rights to change configuration files in the
program folder EPO_OLF5. If you are unable to access the OLF server, try steps 2 and 5 to
perform troubleshooting for the thin client.
1. Is the relevant service running?
 See Checking the status of the OLF server and OLF services. ("Checking the status of the OLF server
and OLF services" p. 70)
 If the services are stopped, restart all of them on the server.
2. Is the client connected to the server and are the ports available?
 See Testing the connection between the client computer and the OLF server (p. 73).
 If you do not receive an answer with the IP address known to you, try using ping or telnet to query the
server name of the OLF server.
3. Is the correct IP address entered for the OLF server in the configuration file?
 Find out your server's current IP address with ipconfig, see Changing network settings (p. 40).
 Open the configuration file OLFfm.conf for File Manager or the configuration file for the relevant plug-in
(form) in Windows Notepad.
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EPO Online Filing 5.06 – Installation and troubleshooting
11 Troubleshooting
 Search for the string # Server IP address.
Figure 72: Example of an IP address in OLFfm.conf
If the IP address under # Server IP address does not match the one found with ipconfig, the IP address
must have changed since Online Filing was installed.
 Correct the IP address in OLFfm.conf.
 Saved the changed file.
4. Is a dynamic IP address used for the OLF server in your network?
 Test the connection between the client computer and the server computer with ping server name.
 Enter the name of the OLF server instead of the IP address in OLFfm.conf.
 Save the changed file.
Figure 73: Example of a server name in OLFfm.conf
5. Is the server address in the Online Filing 5.0 client settings correct?
 Correct the IP address here also or enter the server name, see Changing the thin client settings (p. 43).
 Start File Manager.
 Check if you can open all forms.
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EPO Online Filing 5.06 – Installation and troubleshooting
12 Annex
12 Annex
12.1
Installation scenarios
The following is a list of all installation scenarios described in this manual.
 Initial installation of Online Filing
see Initial installation (p. 14)
 Updating an installation
see Installation maintenance (p. 44)
 Converting a stand-alone installation into a network installation
see Converting from stand-alone to server mode (p. 52)
 Migrating data to a new computer or a new operating system
see Reinstallation with data migration (p. 64) and Migration checklist (p. 65)
 Restoring Online Filing including the database after a system crash
see Reinstallation with data migration (p. 64) and Restore checklist (p. 64)
 Replicating the OLF server at a second site (mirror)
see Replicating the OLF server (p. 81)
 Migrating the configuration of user rights from an existing OLF server to a new OLF installation
see Migrating user data (p. 82)
 Migrating the OLF database of an existing OLF network installation to a different hard disk location
see Migrating databases (p. 84)
12.1.1
Replicating the OLF server
You would like to replicate (mirror) the OLF server at a second site and program the thin clients to work with
either server A or server B depending on the time and date.
A) Automatic script-based client configuration
The script must run in such a way that it is able to change the settings in the configuration file OLFClient.ini
on all client computers at the same time.
The parameters that must be changed are:
 CORBA yes/no
 Server IP address and CORBA port/SOAP port for File Manager
Example: Server A works with CORBA, server B with SOAP
The script must change the CORBA parameter in the following manner:
 CORBA=1 - if the client should connect to server A via CORBA
 CORBA=0 - if the client should connect to server B via SOAP
In OLFClient.ini :
[Common]
...
CORBA=1
[CORBA]
ORBBINDADDR=inet:IPAddressServerA:11000
...
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12 Annex
[SOAP]
ORBBINDADDR=inet:IPAddressServerB:21000
B) Manual server selection over the second thin client
You can configure a second client on each computer and program it to connect to either server A or server B. In
this case, it is up to the user to start the correct client.
 Install the first thin client in the usual way.
 Program the client for the connection to server A.
 Copy the entire folder EPO_OLF5-TC to a different location on the client computer.
 Edit the OLFClient.ini file in this folder such that the connection to server B uses either CORBA or SOAP,
see above.
 Create a shortcut for both clients on the Windows desktop.
Note for Windows 7 / Vista
If your client computer is running on Windows 7 or Windows Vista, you should not install the thin client(s) in or
copy it(them) to the system folder C:\Program Files. Instead, you should choose a folder with write access for
normal Windows users. Otherwise manual editing is impossible in OLFClient.ini.
What is more, changes made via the Online Filing Client 5.0 settings dialogue are not written to
OLFClient.ini if the thin client was installed in the folder C:\Program Files\EPO_OLF5-TC.
12.1.2
Migrating user data
After successfully installing Online Filing on a new machine with an empty database, you may want to transfer
your familiar user rights configuration from an existing OLF installation to the new server.
The Online Filing Server Manager provides a specific export/import function for this purpose.
 Start Server Manager as a user in the Administrators group.
 Click the Data Migration tab.
 There are three options available under User Data Migration:
- Copy the complete user administration from the production server to the demo server.
- Export the user administration from the production server to a file.
- Import the user administration from a file to the production server.
 To migrate the data from the old machine to the new machine, first export the user administration from the old
machine and then import it into the new machine.
!
Note: Migrating the user administration from one physical server to another only works for the
production server.
Exporting the user administration from the old machine
 Start Server Manager on the old machine and go to the Data Migration tab.
 Select the option Export the user administration from the production server to a file.
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12 Annex
 Click Execute.
Figure 74: Exporting the user administration from the existing OLF installation
The export operation creates a ZIP file in the Server Manager's default export directory. The ZIP file is named
useradministration[date]_[time].zip, e.g. useradministration20120628_153639.zip and
contains three files, um.tmp, uma.tmp and umr.tmp.
 Copy this ZIP file to the target machine.
Importing the user administration into the new machine




Start Server Manager on the new machine and go to the Data Migration tab.
Select the option Import the user administration from a file to the production server.
Click Execute.
Select the appropriate ZIP file from the file system.
The Data Migration function opens Server Manager's import directory by default.
 Click Open.
Figure 75: Selecting the user administration file to be imported
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EPO Online Filing 5.06 – Installation and troubleshooting
12 Annex
A prompt informs you when the import operation is complete.
Figure 76: User administration was successfully imported
12.1.3
Migrating databases
You can move the Online Filing databases to a different hard disk drive if your server computer's hard disk runs
out of space or if you have to replace the hardware.
By migrating the database to another location, the Online Filing server will be reconfigured to connect to the new
database path.
 Start Server Manager as a user in the Administrators group.
 Click the Data Migration tab.
 Under Database Migration, select the appropriate option:
- Leave the copy of the database in the former location after successful migration (default)
- Delete the copy of the database in the former location after successful migration
 It is recommended to leave the copy of the database in the former location until you are sure that everything
works correctly in the new location.
Figure 77: Options for migrating the OLF database
Both the production database and demo database can be migrated independently.
 Click the folder icon next to the database path you wish to modify.
 Select an existing folder in your file system or create a new one.
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12 Annex
 Click OK.
Figure 78: Selecting a new location for the OLF database
 Wait until the Information prompt appears.
 If the database is very large, the process of copying and verifying the database could take some time.
The new path is displayed in the message.
Figure 79: Confirmation of successful database migration
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EPO Online Filing 5.06 – Installation and troubleshooting
12.2
12 Annex
OLF services and ports
The table below lists the CORBA and SOAP port numbers for all EPO OLF services with the associated program
and configuration files.
 There is a separate folder for every plug-in in the program folder C:\Program Files\EPO_OLF5.
 The program file for every plug-in is always located in the plug-in folder's bin subfolder.
 The configuration file for every plug-in is always located in the plug-in folder's config subfolder.
Example for the EP122K plug-in, Euro-PCT procedure (EP1200E2K)
Program file: C:\Program Files\EPO_OLF5\ep1200\bin\ep1200.exe
Configuration file: C:\Program Files\EPO_OLF5\ep1200\config\ep1200.conf
Exception: PCT plug-in
The PCT plug-in's plug-in folder does not have separate bin and config folders. Rather, the program file
pcti.exe and the configuration file pcti.ini are stored directly under C:\Program
Files\EPO_OLF5\pct\.
Plugin
Program file
CORBA port
SOAP port
Configuration file
FMMNGR
OLFfm.exe
11000
21000
OLFfm.conf
EP1038
ep1038.exe
11103
21103
ep1038.conf
EP122K
ep1200.exe
11106
21106
ep1200.conf
EP2000
ep1001.exe
11105
21105
ep1001.conf
EPOPPO
ep_oppo.exe
11108
21108
ep_oppo.conf
IBR101
pcti.exe
11301
n.a.
pcti.ini
DE2007
de2007.exe
13102
23102
de2007.conf
UK177E
uk177.exe
12901
22901
uk177.conf
UKNPUK
NP1.exe
12902
22902
NP1.conf
UKSFDE
uksffd.exe
12903
22903
uksffd.conf
ES3101
es3101e.exe
12701
22701
es3101e.conf
ESEPVL
esEPvalidation.exe
12703
22703
esEPvalidation.conf
ESTSUB
esTSubs.exe
12705
22705
esTSubs.conf
FRDPT4
Plug_FR.exe
11504
21504
Plug_FR.conf
FRSUBS
e3fr.exe
11503
21503
e3fr.conf
FIHAKE
FIPlugin.exe
11701
21701
FIPlugin.conf
FIEPFI
FIEPPlugin.exe
11702
21702
FIEPPlugin.conf
FIPCT1
FIPCTPlugin.exe
11703
21703
FIPCTPlugin.conf
FISUBS
FISFDPlugin.exe
11704
21704
FISFDPlugin.conf
FIUMOD
FIUMPlugin.exe
11705
21705
FIUMPlugin.conf
NLAANV
nl_aanvraag.exe
15001
25001
nl_aanvraag.conf
NLPOST
nl_post.exe
15002
25002
nl_post.conf
NLEPNL
nlepnl_post.exe
15003
25003
nlepnl_post.conf
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12 Annex
Plugin
Program file
CORBA port
SOAP port
Configuration file
DKPAT1
DK_plugin.exe
13901
23901
DK_plugin.conf
SEPAT1
SEClient141.exe
15401
25401
SEClient141.conf
SEVAL1
SEValidering.exe
15402
25402
SEValidering.conf
SK8001
sk8001.exe
15601
25601
sk8001.conf
SK8002
sk8002.exe
15602
25602
sk8002.conf
SKSFD1
skSFD.exe
15603
25603
skSFD.conf
ROB01A
ROb01a.exe
15301
25301
ROb01a.conf
ROPCT1
ROpct.exe
15303
25303
ROpct.conf
ROEPRO
roepro.exe
15304
25304
roepro.conf
PLPAT1
Patenty.exe
15101
25101
Patenty.conf
PLWZU1
WzoUzyt.exe
15102
25102
WzoUzyt.conf
ISPAT1
IS_plugin.exe
14401
24401
IS_plugin.conf
ISEPVL
IS-EPval.exe
14402
24402
IS-EPval.conf
PCT-DEMAND
PCT_Demand.exe
14121
24121
PCT_Demand.conf
PCT-SFD
PCTSFD.exe
14122
24122
PCTSFD.conf
ATPAT1
AT_Pat.exe
13401
23401
AT_Pat.conf
ATUMOD
AT_UM.exe
13402
23402
AT_UM.conf
12.3
Executable files to be allowed
The following files are used by Online Filing. Your firewall or Anti-Virus software should be configured to allow
execution of these files.
1. Installation time
deploy.exe
i5Backup.exe
i5Restore.exe
i5Setup.exe
2. Run time, EP and PCT plug-ins (default set)
OLFClient.exe
OLFfm.exe
LUClient.exe
fbguard.exe
OLFSManager.exe
mclient.exe
ep1001.exe
ep1038.exe
ep1200.exe
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EPO Online Filing 5.06 – Installation and troubleshooting
ep_oppo.exe
pcti.exe
cl_cm.exe
OLFSCard.exe
3. Run time, NO plug-ins
de2007.exe (DE)
DK_plugin.exe (DK)
e3fr.exe (FR)
Plug_FR.exe (FR)
es3101e.exe (ES)
esEPvalidation.exe (ES)
FIEPPlugin.exe (FI)
FIPCTPlugin.exe (FI)
FIPlugin.exe (FI)
FISFDPlugin.exe (FI)
nl_aanvraag.exe (NL)
nl_post.exe (NL)
nlepnl_post.exe (NL)
Patenty.exe (PL)
WzoUzyt.exe (PL)
ROb01a.exe (RO)
roepro.exe (RO)
ROpct.exe (RO)
SEClient141.exe (SE)
SEValidering.exe (SE)
sk8001.exe (SK)
sk8002.exe (SK)
skSFD.exe (SK)
uk177.exe (UK)
uksffd.exe (UK)
NP1.exe (UK)
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12 Annex
EPO Online Filing 5.06 – Installation and troubleshooting
12.4
12 Annex
Installing the thin client in silent mode
In silent mode, installation takes place in the background without any inputs by or interaction with the user.
You can add the command line shown here to a batch file or invoke it directly in a DOS box.
Syntax:
msiexec /faumsv OLF506client.msi /quiet soap=[soap parameter] port=[port number]
host=[host name]
Meaning:
/faumsv
force the update
including all files
include user specific Reg files
include machine specific Reg files
all shortcuts
v: run from source and re-cache local package
/quiet
perform installation in silent mode
soap=0
use Corba
soap=1
use SOAP
port
port number for File Manager, i.e. either CORBA or SOAP port
host
server name or IP address of the OLF server in the network
Example:
msiexec /faumsv OLF506client.msi /quiet soap=0 port=11000 host=192.168.178.27
The thin client is installed and the connection to the OLF server is set to CORBA port 11000.
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EPO Online Filing 5.06 – Installation and troubleshooting
12.5
12 Annex
Filing office host names and IP addresses
Online Filing uses the HTTPS protocol over the standard port 443. This port must be opened for all external IP
addresses in your firewall so that you can send data to the filing offices.
You can find information about the filing offices in the Maintenance Tables of the File Manager.
 Start the File Manager by clicking the Online Filing Client 5.0 shortcut.
 In the menu bar, select Tools > Maintenance Table Viewer > Common Maintenance.
 In the Maintenance Table Viewer go to Filing Offices.
Figure 80: Maintenance Table Viewer listing the Filing Offices
 Select the office that you require from the list on the right of the screen
In the lower part on the right the details for the selected procedure are listed: code, office, description, name
of filing office, production server url and demo server url.
 You can copy the hostname from the field Production Server url.
 Highlight the name with your mouse, then right-click and select Copy from the shortcut menu.
 Paste that name into a text file if you wish to save it for further use.
 Look for the IP address if your firewall needs an IP address rather than a host name.
You can search one of the IP lookup services on the Internet or use the command ping. The filing office's
server will probably block the ping request but will return the IP address.
 Open port 443 for that IP address.
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EPO Online Filing 5.06 – Installation and troubleshooting
 Repeat the above steps for all filing offices concerned.
Figure 81: Pinging the receiving server to retrieve its IP address
Page 91 of 94
12 Annex
EPO Online Filing 5.06 – Installation and troubleshooting
13 Glossary
CORBA
Common Object Request Broker Architecture:
defines cross-platform protocols and services,
eases development of distributed applications in
heterogeneous environments.
13 Glossary
Proxy server
A firewall component that manages Internet traffic
to and from a network.
SOAP
Simple Object Access Protocol: using XML for data
display and mainly HTTP for transmission.
Firebird SQL database server
Firebird is a simplified Open Source spin-off of the
InterBase relational database management system
produced by Borland.
GUI
SSL
Secure Socket Layer. A protocol for ensuring
security and privacy in internet communications.
Supports authentication of client, server, or both, as
well as encryption during a communication session.
Graphical User Interface: software component
allowing user interaction with graphical elements in
the program via a mouse and keyboard.
TCP
HTTP
Used to manage data exchange between
computers via network connections.
HyperText Transfer Protocol: method of transferring
information on the WWW, usually in HTML.
HTTPS
HyperText Transfer Protocol Secure: indicates that
HTTP is used with a different port (443) and an
additional encryption/authentication layer between
HTTP and TCP.
IIOP
Internet Inter ORB Protocol: defined in CORBA,
used to execute remote procedure calls.
LAN
Local Area Network: typically within one building of
a company.
ORB
Object Request Broker: agent enabling
communication between objects within a distributed
system, for example the Internet.
Patch
A new feature or function added to a program,
commonly used as an interim measure before
release of a full version of the software.
PMS
Patent Management System.
Port
A port is part of a network address for a server
application running on a computer within the
network. Typical ports are 80 for HTTP Web
servers and 110 for POP3 mail servers.
Page 92 of 94
Transmission Control Protocol.
URL
Uniform Resource Locator.
An address for a resource on the internet. Used by
Web browsers to locate internet resources.
WAN
Wide Area Network: normally across several
offices/subsidiaries of a large company or
organisation, including Internet connection parts in
between.
EPO Online Filing 5.06 – Installation and troubleshooting
14 Index
3
32-bit • 11, 64
6
64-bit • 11, 64
A
Access authorisation • 25, 45
Account type • 12
Acknowledgment of receipt • 7,
37
Activating • 20, 21, 32
Address book • 65, 67
Administrator • 12, 16, 25, 32,
35, 45, 58
Adobe Acrobat Reader • 11,
38, 76
Application • 32, 37, 65, 67
Application server • 7
Arial Unicode MS • 11, 14
B
Backing up • 45, 65, 67
Backup • 45, 52, 65, 67
Build • 9, 44, 48
Business logic • 7
C
Card reader • 10, 68
Client • 7, 31, 73
Client installation • 18
Client/server architecture • 7
Command Prompt • 40, 70, 73
Communication • 8, 40
Computer Administrator • 12
CONF file • 39
Configuration file • 39, 40, 43,
79, 81, 86
Connection • 36, 43, 51, 73, 79
Control Panel (Windows) • 56,
58, 70, 75
CORBA • 8, 27, 36, 40, 43, 70,
73, 86
Countries • 21, 30
CSV file • 65, 67
Custom installation • 20, 21
D
Data backup • 52, 65
Data migration • 64, 67
Database • 7, 45, 52, 65, 67,
84
Demo database • 45, 65, 67,
70
Demo mode • 32, 37, 68, 70
Page 93 of 94
Demo server • 32, 37, 38, 68,
90
Destination folder • 19, 35
Display • 75
Documentation • 6
DOS prompt • 70, 73
Download • 9, 34
DPI settings • 75
Draft • 65, 67
Dynamic IP address • 28, 40,
79
14 Index
InterBase Server • 45, 70
Internet connection • 28, 29, 77
Internet Options • 29, 77
IP address • 28, 29, 36, 38, 40,
42, 43, 52, 73, 79, 90
ipconfig • 40, 79
K
Keys • 61
L
E
EasyTeam • 61
Encryption • 28
Error message • 35, 77, 79
EXE file • 9, 16, 35, 38, 51
Executable • 87
Exporting • 65, 69
LAN • 8
LAN settings • 29, 77
Language • 16, 35
Listening • 73
Live Update • 30, 34, 48
Localhost • 13, 38
M
F
File Manager • 25, 35, 36, 37,
40, 68
Filing office • 7, 90
Firebird database • 70
Firebird database server • 7,
65, 67, 70
Firewall • 8, 31, 40, 87, 90
Folder • 19, 35, 61
Font size • 13, 75
Fonts • 11, 75
Forms • 20, 21, 48, 53, 76
Forum • 6
G
Gemalto Classic Client • 9, 11
Gemplus driver • 11
Group • 12
GUI • 7, 68
GUI Engine • 7
H
Hard disk space • 10, 45
Hardware • 10, 64
Help • 6, 28
Host name • 90
HTTP server • 28, 40
HTTP wrapping • 8, 36
HTTPS • 7, 42, 90
Maintenance • 44, 45, 57, 58
Maintenance tables • 90
MClient • 61
Memory • 10
Microsoft Office • 11
Migration • 65, 67
Mirror • 81
MSI file • 9, 31, 35, 51
N
National Office • 7, 21, 30, 90
National procedure (plug-in) •
20, 21, 30, 32, 48
Netstat • 70
Network • 28, 40, 77, 79
Network version • 7
Notepad • 39
O
OLF server • 7, 18, 19, 36, 70,
81
OLF services • 39, 70, 86
OLF Thin Client • 7, 35, 51, 81
OLFfm.conf • 28, 29, 39, 40,
42, 79
Online help • 6, 28, 40
Operating system • 11, 12, 35,
64
P
I
IIOP port • 8
Importing • 65, 67, 68, 69
INI file • 39, 43
Installation file • 9, 16, 35, 48,
56, 57, 58
Installation mode • 18, 19, 38,
58
Installation type • 20
Package for installation • 9
Page preview • 76
Password • 12, 25, 45, 58, 68
Password policy • 26, 45
Patch • 9, 30, 34, 45, 48
Patent management system
(PMS) • 68
PCT plug-in • 21, 27, 86
PCT-Safe • 61
EPO Online Filing 5.06 – Installation and troubleshooting
PDF • 76
PIN • 7, 68
Ping • 73, 79, 90
Plug-in • 7, 20, 21, 27, 30, 39,
48, 79
PMS Gateway • 68
Port • 8, 27, 36, 40, 42, 70, 73,
86
Port number • 28, 29, 86
Power User • 12
Processor • 10
Production database • 45, 65,
67, 70
Production mode • 37, 70
Production server • 90
Program folder • 19, 35, 39, 57,
58, 61, 86
Program group • 32, 37, 38
Proxy server • 29, 42, 77
R
RAM • 10
Receiving server • 7, 40, 90
Regedit • 61
Registry (Windows) • 56, 61
Remote access • 13
Replicating • 81
Resolution • 10, 75
Restart (Windows) • 31, 38, 58,
61
Restore • 67
Restoring • 64, 67
S
Screen • 10, 75
Screen resolution • 10, 13, 75
Security warning • 16, 35
Sending • 32, 68, 77
Server • 19, 45, 58, 70
Server installation • 18
Server Manager • 12, 25, 32,
34, 38, 65, 67, 70
Server name • 28, 42, 43, 79
Services • 13, 32, 45, 70, 90
Shortcut • 32
Silent mode • 89
Smart card • 7, 9, 68
Smart card reader • 9, 10
SOAP • 8, 27, 36, 40, 43, 73,
86
Software • 9
SSL • 28, 42
Stand-alone installation • 18,
38, 52, 61
Standard User • 12
Start menu (Windows) • 31, 32,
37, 38, 70
Starter kit • 9
Status • 65, 67, 70, 79
Storage location • 65, 67
SuperInstaller • 9
Page 94 of 94
System preferences • 25, 68
T
TCP/IP • 28
Telnet • 73
Templates • 53, 65, 67
Thin Client • 7, 11, 31, 35, 37,
43, 51, 89
Troubleshooting • 70
True Type • 11
U
Uninstalling • 56, 57, 58, 61
Update • 9, 30, 34, 44, 45, 48,
51, 52, 53
Upgrade • 44
URL • 90
User • 12
User account (Windows) • 12
User Account Control
(Windows) • 16, 32, 35, 58
User management • 25, 45, 52,
65, 67, 68, 82
User preferences • 35, 77
User rights management • 12
User Support • 6, 68, 70
V
Validation • 68
Version • 9, 44, 45, 48, 51, 52
W
WAN • 8
Web server • 28, 40
Windows • 11, 35
Windows 7 • 11, 12, 38
Windows 8 • 11, 12
Windows Installer • 16, 35
Windows Server • 11, 12
Windows Vista • 11, 12, 32, 35
Windows XP • 12, 32, 35, 56
WIPO • 61
X
XML file • 7
14 Index
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