Business Interaction Server Configuration Guide 10300685-000 Rev A
© 2008 Kofax Image Products, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Portions © 2008 TOPCALL International GmbH. Third-party software is copyrighted and licensed from Kofax’s suppliers. For information on third-party software included in this product, see BISTHIRDPARTYLICENSEREADME.
Contents How to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents 4 Mapping Request Fields to Database or LDAP Fields . . . . . . . . . . . . . . . . . . . . . . . .15 Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Supported Data Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
How to Use This Guide Introduction This guide contains essential information about configuring Business Interaction Server. It provides a description of configuration procedures for the Business Interaction Server features, which will be useful for system administrators and developers. This guide assumes that you have a thorough understanding of Windows standards, applications, and interfaces.
How to Use This Guide Release Notes Late-breaking product information is available in the release notes. Read them carefully as they contain information that may not be included in other Kofax Business Interaction Server documentation. Training Kofax offers both classroom and computer-based training that will help you make the most of your Kofax Business Interaction Server solution.Visit the Kofax Web site at www.kofax.
Chapter 1 Overview Introduction This chapter provides an overview of the topics that are covered by this guide. In addition, it contains information on where Business Interaction Server modules can be configured. This information will help you configure your Business Interaction Server according to your needs. Overview of Topics in this Guide Business Interaction Server is a single server designed to handle real-time information exchange between business processes.
Chapter 1 Kofax Administration Console Kofax Administration Console enables administrators to manage Business Interaction Server and configure Business Interaction Server modules. Because Kofax Administration Console is a browser-based application, it can be run from any workstation connected to Business Interaction Server.
Overview The following table lists the Business Interaction Server modules that are configured in configuration files: Table 1-1. Modules Configured in Configuration Files Module Configuration File TemplateStore bis_config.xml DBFieldMapping bis_dbfieldmapping.xml or bis_ldapfieldmapping.
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Chapter 2 Converting and Storing Templates Introduction This chapter describes the configuration procedures for the two Business Interaction Server modules Conversion and TemplateStore, which you need for converting and storing templates from Kofax Template Designer. It contains information about the functionalities of these two modules and explains their configuration parameters. Conversion This module controls the conversion from RTF or XML-RTF to FO, which in turn can be converted to TIFF or HTML.
Chapter 2 Tip If you want to know the location that is indicated by the variable %TEMP%, enter “set” into your Windows command line to display your system information. 4 Click Save to save your Conversion settings. TemplateStore This module determines the directory where all published templates are stored. You can configure this module in the configuration file bis_config.xml, usually located in C:\Program Files\Kofax\Business Interaction Server\Avalin\Jboss\server\ avalin\conf.
Chapter 3 Configuring Data Lookup Introduction This chapter describes the configuration steps that are necessary in order to make Business Interaction Server perform a data lookup. Business Interaction Server can be connected to the following databases: Microsoft SQL Server 2000 and 2005 Microsoft Access 2003 and 2007 MySQL 5.0 and 5.1 Community Editions PostgreSQL 8.
Chapter 3 Using Microsoft Access, Microsoft SQL Server, MySQL, or PostgreSQL This section outlines the necessary steps to successfully perform a data lookup in Microsoft Access, Microsoft SQL Server, MySQL or PostgreSQL. The following lists a few things that you should consider before actually starting to configure the data connector.
Configuring Data Lookup Considerations for PostgreSQL After the installation of Business Interaction Server, PostgreSQL includes a user with the name “postgres” and the password “postgres”. If you want to change the password of this user, follow this procedure. X To change the password of the user “postgres” 1 In the Windows Services panel, stop BISService. 2 In pgAdmin III, change the password of the user “postgres”.
Chapter 3 Figure 3-1. Data Connector Page with Data Source Type Other than None Note The default source type is “None”. 3 Do one of the following to access the Data Connector Wizard: If you want to change your current data connector settings with a data source type other than None, click Modify. Optionally, click Test Connection to verify that the connection to your data source can be established using the current settings. 4 Select the source type and click Next.
Configuring Data Lookup For Microsoft SQL Server, complete the fields as follows: Host name: The name of your Microsoft SQL Server. Default: localhost. **Mandatory field. Instance name: The name of the instance containing the database where you want Business Interaction Server to browse for additional data. Port: The port number used by Microsoft SQL Server. Default: 1433. Note “Instance name” and “Port” are optional fields, but you need to specify at least one of them.
Chapter 3 Note In the list, tables are marked with an initial “T” and views are marked with an initial “V”. They are arranged alphabetically, with the tables listed first. 8 Optionally, click Test Connection to verify that the connection to your database can be established and that the selected table or view can be accessed using the current settings. 9 Click Finish. Your changes are saved, and you are returned to the Data Connector page.
Configuring Data Lookup Port: The port number used by OpenLDAP or Active Directory. Default: 389. **Mandatory field. Administrator’s DN: The administrator's Distinguished Name (e.g. cn=Manager,dc=domain,dc=com). **Mandatory field. Password: The administrator's password. Search root: The location within OpenLDAP or Active Directory where you want Business Interaction Server to browse for additional data (e.g. ou=Users,dc=domain,dc=com). **Mandatory field.
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Chapter 4 Mapping Request Fields to Database or LDAP Fields Introduction This section outlines the necessary steps for mapping request fields to database or LDAP fields. Most probably, field names of existing databases or LDAP applications differ from the request field names defined in Ascent Capture or Ascent Xtrata Pro. Therefore, you can configure Business Interaction Server to map these different field names and thus enable it to process data from your existing data store.
Chapter 4 PAGE 23Mapping Request Fields to Database or LDAP Fields Table 4-1. Supported Data Types Data Type Description Decimal Exact-number data type with fixed scale (12 bytes). Numbers are rounded off to two decimal places. Double Approximate-number data type representing a doubleprecision floating-point number (8 bytes). Numbers are rounded off to two decimal places. Float Approximate-number data type used for numeric data with floating point (4 bytes). Numbers are rounded off to two decimal places.
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Chapter 5 Sending Email Confirmations and Notifications Introduction Business Interaction Server can be configured to send email confirmations and notifications indicating either that a complete customer document has been received or that some additional action on the customer’s part is required, for example providing information that is missing in the original customer document.
Chapter 5 Figure 5-1. Email Page 3 Complete the fields as follows: 20 SMTP server: The email server that is used for sending emails. Default: localhost. **Mandatory field. SMTP port: The port number used by the server for sending emails. Default: 25. **Mandatory field. Originator address: The email address of the originator. **Mandatory field. Subject: The subject of the email sent by Business Interaction Server.
Chapter 6 Sending Fax Confirmations and Notifications Introduction This chapter describes the procedure to enable Business Interaction Server to send fax confirmations and notifications. It includes the necessary steps to connect Business Interaction Server to TOPCALL fax server or Captaris RightFax server. Your Kofax Business Interaction Server installation includes the following fax connectors: TOPCALL Web Services (TWS), which connects Business Interaction Server to your TOPCALL server.
Chapter 6 2 In the Navigator, select Configuration | Fax Connector. The Fax Connector page appears. Figure 6-1. Fax Connector Page with Fax Connector Type Other than None Note The default fax connector type is “None”. 3 Do one of the following to access the Fax Connector Wizard: 4 22 If you want to configure the fax connector for the first time or your current fax connector type is None, click Configure fax connector.
Sending Fax Confirmations and Notifications 5 Complete the fields as follows: Fax server name: The name of your TOPCALL or Captaris RightFax server. **Mandatory field. User name: The name of the user that is used for accessing the fax server. **Mandatory field. Password: The password of the user that is used for accessing the fax server. 6 Click Next. 7 Specify the advanced fax connector settings.
Chapter 6 9 Click Finish. Your changes are saved, and you are returned to the Fax Connector page. Changing TWS and RWS Ports If the default ports of TWS and RWS are already used by other applications in your system, you can change the fax connector port. X To change the TWS or RWS port 1 In Kofax Administration Console, go through the Fax Connector Wizard to change the TWS or RWS port as outlined in the previous procedure. 2 Run the configuration batch file Configure.
Appendix A Ports Used by Business Interaction Server Introduction This section lists the ports used by Business Interaction Server. This information might become useful especially when your Business Interaction Server does not start or work properly. In this case, make sure that the ports listed in this section are not used by any other applications before you take further troubleshooting actions.
Appendix A Table A-1. Used Ports Port Number Port Name 4445 Server bind port 8009 AJP port 8030 MBean server port 8080 HTTP port 8083 Web service port 8093 Server bind port 25082 TWS port 25084 RWS port 64508 TOPCALL port Note RWS also uses RPC standard ports to connect to Captaris RightFax server. For more information on RPC port configuration, refer to http://support.microsoft.com/kb/154596/EN-US/.
Index C M Configuration files, location, 2 Conversion configuration procedure, 5 description, 5 Modules configured in configuration files, 3 configured in Kofax Administration Console, 2 D Data lookup description, 7 LDAP, 12 Microsoft Access, 8 Microsoft SQL Server, 8 MySQL, 8 PostgreSQL, 8 Data types, supported, 16 P Ports used by Business Interaction Server, 25 R Related documentation, v Release Notes, vi RightFax Web Services (RWS), 21 RPC standard ports, 26 S F Fax connectors RightFax Web Service
Index 28 Business Interaction Server Configuration Guide
