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Welcome

DocuWare Knowledge Center

Finding informations quickly
Search Options
Filtering search results
Impressum

Release Information

Release Information
New Features in DW 5.1c Service Pack 2

Copyright Notice
Using DocuWare

DocuWare Desktop

DocuWare Printer
DocuWare Web Scan

Web Client

Baskets in Web Client

Default Basket
Additional Document Information

Refreshing Edited Documents in the Viewer
Change Password
Redesigned Start Screen of My DocuWare

CONNECT to Outlook

Send and Store in One Step
Opening an Email from the Store Dialog
Continued Working during the Storage Process

Smart Connect

Using Smart Connect in a Terminal Server Environment
Searching Using Wildcards
Reading Out Content from Any Area

Installing and Updating DocuWare

DocuWare Desktop
Windows XP support

Managing DocuWare

Web Client Settings

DocuWare Printer
Configuring CONNECT to Outlook
Smart Connect: Reading Out Using the Clipboard
Assigning Several Servers to a Basket Location

DocuWare Administration

System Administration

Web Instance for Web Client Settings

Organization Administration

Secure Passwords

New Features in DW 5.1c Service Pack 1

Copyright Notice
Using DocuWare

Version Management
CONNECT to Outlook
Web Client

Searching for Select Lists Hierarchically
Identifying Mandatory Fields
Keyboard shortcuts
Basket: Display of page counts for selected documents
Viewer: Edit document
Result list: Symbol for COLD documents

Windows Explorer Client

Tree Views with Filters

Upload Service

Reading XML Files with Index Data
Check Interval

DocuWare Mobile
CONNECT to Sharp Version 2
CONNECT to Kyocera
CONNECT to HP
Connecting Ricoh Global Scan NX
CONNECT to Xerox

Installing and Updating DocuWare

Complete Setup Including Service Packs
New Licenses

Managing DocuWare

Web Client Settings

CONNECT to Outlook
Easy Assignment of Permissions

DocuWare Administration

System Administration
Organization Administration

New in DocuWare 5.1c

Copyright Notice
Using DocuWare

Web Client

Baskets in Web Client
Upload Service
Edit documents
Reply to and forward archived e-mails
Annotations and stamps possible in documents of any file format
Send multiple documents from a result list in an e-mail
Download or print multiple documents from a result list at once
Print documents with or without annotations
Open document in additional Viewer window
Forgotten your password? - sending an automatically generated password
Automatic login with saved user ID
Update task lists automatically (only with Task Manager or CONTENT FOLDER license)

Windows Explorer Client
Smart Connect (Add-on module)
E-mail notifications (only with Task Manager license)
DocuWare Mobile (only with DocuWare Mobile License)
Full text
ACTIVE IMPORT (basic version and add-on module)
CONNECT to Sharp (add-on module)
Call DocuWare from external applications without an active login
CONNECT to SharePoint (Add-on Module)

Installing and updating DocuWare

Setup
Windows Explorer Client
Licenses

Smart Connect
Task Manager

DocuWare System

Server components
Synchronization
Windows 7 compatibility

Managing DocuWare

Web Client Settings
DocuWare Administration

Menu
System Administration
Organization Administration

IndexCleaner
DWEXTENSION Administrator
New JAPI Version (JAVA-API)

Installation of DocuWare

Installing DocuWare
System Requirements
Setup 5.1c

Introduction to setup

Information about DocuWare 5.1c SP2
Windows user rights for DocuWare server
Various setup types

Server Installation
Client installation
Standard installation
Custom Installation

Setup language
System Requirements

Update to 5.1c Service Pack 2

Upgrade Credentials

Running Setup

Welcome
License agreement
Type of installation
New Features
Standard server installation

Product License
Server Credentials
Authentication Server - DocuWare Credentials

Full custom server installation

Product License
Server components
Internal database - paths
Authentication Server - databases
Authentication Server - Communication
Authentication Server - DocuWare Credentials
Content Server - Settings
Workflow Server - settings
SAP HTTP Server - settings
Imaging Server - Settings
Notification Server - settings
SMTP Connection - e-mail
SMTP connection - server
Thumbnail Server - settings
Fulltext Server - Settings
IIS Settings
Job Processor

Install individual server components

Product License
Server components
Server Registration
DocuWare Internal Database

Internal database - paths

Authentication Server

Authentication Server - Settings
Authentication Server - databases
Authentication Server - replace existing
Authentication Server - Communication
Authentication Server - DocuWare Credentials

Content Server

Content Server - replace existing
Content Server - Settings

Workflow Server

Workflow Server - replace existing
Workflow Server - settings

Notification Server

Notification Server - replace existing
Notification Server - settings
SMTP Connection - e-mail
SMTP connection - server

Thumbnail Server

Thumbnail Server - replace existing
Thumbnail Server - settings

Imaging Server

Imaging Server - replace existing
Imaging Server - Settings

SAP HTTP Server

SAP HTTP Server - replace existing
SAP HTTP Server - settings

Fulltext Server

Fulltext Server - Settings

Platform Services

IIS Settings

Standard client installation

Client Language

Custom Client Installation

Client Components
Client Registration
Client Language
COLD/READ
CONNECT to Toshiba
Upload Service - installation type

Running the installation

Installation Summary
Installation progress
Options following successful installation
Installation rollback

DocuWare Clients

DocuWare Clients
Web Client

Web Client benutzen

Number of DocuWare Licenses Used
Print documents
Sending documents as e-mail in Internet Explorer
Sending documents as e-mail in Firefox
Changing Default E-mail Program
Retrieving documents
Displaying documents that are contained in DocuWare only as a reference
Field Masks
Task Lists Require a License
Information on Sending E-mails, Editing Documents and Downloading Smart Connect

Baskets in Web Clients

Introduction to Web Client Baskets

Prerequisites for Web Client baskets
Create a new basket
Copy Basket

Manage Web Client baskets

Overview Dialog
Create/Edit Basket

General (Step 1)
Settings (Step 2)
Assign (Step 3)

Basket Monitor
Basket Locations

Create/Edit Basket Location

Tips for user

Adding Annotations with Automatic Name and Date to Documents
Auto-Fill-In with DocuWare Web Client
Entering Dates – Quick and Easy
Digital Notepad: Practical Pin Feature in Web Client
Comparing Documents – So Simple in Web Client
Sending Document Groups as a Hyperlink
Work Smarter – Ideal Positioning of Windows in Web Client
Mailing Document Hyperlinks
Registration Shortcut for Web Client
Personnel Files in DocuWare
Stamping via the Web
Web Client Viewer - Customize It

Windows Client

Tips for user

Automatische Datenarchivierung u. Datenabgleich mit ext. Datenverbindungen
Faxes in DocuWare
Speeding Along with Hot Keys
Streamlining Document Storage and Retrieval
Entering Dates – Quick and Easy
Linking Documents in DocuWare
Drag & Drop in DocuWare
Elektronische Signatur
Extended Search
Possibilities with Extended Search
E-Mail Archiving with DocuWare 5
Formulare digital ausfüllen mit DocuWare
Indexieren mit CONTENT-FOLDER
Printing Different Document Formats in DocuWare
Easy Navigation – Moving Within and Between Documents
Keyboard vs. Mouse
TIFFMAKER for Everything
Error-Free Copying of Index Words from Text Files
Verbesserte Anwendbarkeit von Stempeln
Version Control in DocuWare

Windows Explorer Client

Copyright
Introduction

System requirements

Preliminary Configurations

Field with Document Name
DWEXTENSION Administrator
Creating a Result List in the Tree View
Rights
Cleaning Entries in Index Fields (Optional)

Installing Windows Explorer Client

Customizing Connection Settings
Settings
Special Setting for Computers with Windows 7

Working with DocuWare Windows Explorer Client

Login
Displaying a Document
Open a document in the Web Client Viewer
Editing a Document
Checking a Document In and Out
Archiving documents in DocuWare from an application using ‘Save As’
Displaying the Versions of a Document
Accessing an Archived Document from an Application Using Open
Displaying and Changing Index Entries for Documents
Renaming Folders
Copying Documents within DocuWare
Deleting Documents
Renaming Documents
Archiving Individual Files from the File System
Archiving Entire Folder Structures from the File System
Creating a Link to an Archived Document
Creating a Link to DocuWare Folders
Exporting Files and Folders
[No index] Folder
Displayed File Extensions

DocuWare Administration

DocuWare Administration
All about DocuWare Administration

User interface and navigation
Menus and Buttons

Import Central DW4 settings
Local Connection Settings
Import Local DocuWare 4 settings
Server Connection Settings
TIFFMAKER Configuration
Load Logging File
System Debug Logging

Help
General dialogs

Assignment dialog
Select Machine
Select FTP directory
Dependencies
Define Field Mask
Test access
Workflow scheduling
Workflow Monitor
Filter definition (search dialog)
Already locked sections
Contact sequence
Definition of number formats
Definition of date formats

Syntax for date formats table

DocuWare system

General
DocuWare Servers

Authentication Server

Authentication Server x

Contact sequence

Content Server

Content Server x

Workflow Server

Workflow Server x

Imaging Server

Imaging Server x

Access information dialog

SAP HTTP Server

SAP HTTP Server x

Personal security environment (PSE)

Thumbnail Server

Thumbnail Server x

Notification Server

Notification Server x

Data Connections

Database connections

Database connection x

File connections

File connection x

Dialog for previewing data to be extracted

Add Delimiter

SAP HTTP Connections

SAP HTTP Connection x

SAP Remote Connections

SAP Remote connection x

SMTP Connections

SMTP connection x

Fulltext Server Connections

Full-text server connection x

Storage Locations

Storage location x

External User Directories

Template x

Select domain
LDAP directory tree
Matchcode LDAP
Show external user directory

Time stamp services

Time stamp service x

Logging

Logging Agents

Logging Agent x

Logging Destinations

Logging destination x (formatted file)
Logging destination x (database entry)

Open logging destination dialog
Logging destination x (XML file)

Backup

Backup Settings x

Backup workflow monitor

Web Connections

Web connections x

Organization x

General

Use secure passwords
Licenses

Convert Licenses

Web instances

Web instance x

Settings for Internet Information Services
Integration x

Stamp

Public Stamps
Personal Stamps

Stamp x

Enter Stamp Text
Test Freehand Stamp

Viewers and Editors

File extension dialog

Clients
Templates
Select Lists

Select list x

Edit Fixed Select List
Display external select list

Validation

Template x

Miscellaneous
Basket administration

Basket x

Baskets in DocuWare 4 and DocuWare 5 Mode

Additional connections
Extension lists

Extensions x list

Extension for full-text dialog

User Administration

Function profiles

Function Profile x

FTP user

User x

User Rights Dialog Box
Dialog Passwort
Dialog Viewers and Editors User

Groups

Group x

Roles

Role x

Validations

User Synchronization x

Trusted application user

Trusted application x user

File Cabinets

File cabinet x

General Settings File Cabinet
Database
Documents

Disk x

Add logical disk dialog

Fields

Field x

Decimal numbers input mask

File cabinet profile

File cabinet profile x

Dialogs

Search dialogs

Search dialog x

Store Dialogs

Store dialog x

Result Views

Result list x
Result list x - Info box
Result List x - Viewer (Web)
Sorting fields on search, store and result lists, and in the info box

Sort Order Fields
Set field order
Set field order tree view

Full text

Reset Fulltext Dialog

Options

Links

Links filter criteria

Logging File Cabinet

Logging Agents File Cabinet

File Cabinet

Logging Destinations

Logging destination x (formatted file)
File Cabinet (XML file)
File Cabinet (database entry)

Open logging destination file cabinet

Miscellaneous

Predefined Workflows

File cabinet rights for predefined workflows
AUTOINDEX workflows

AUTOINDEX x

Date selection
Configure event

Converts

Conversion Workflow x

Export Workflows

Export x

Properties Source file cabinet Export
Properties Target file cabinet Export
Options
Scheduling

Restore Services

Index restores x

Deletion workflow

Deletion workflow x

Migrations

Migration x

Properties Source file cabinet Migration
Properties Target Migration
Recording
Scheduling

Request Container

REQUEST Container x

General Settings
File Cabinets

File cabinet x

Target

Media Management

SAP Barcode Transfer

SAP Barcode Transfer Workflow x

Synchronization Workflows

Synchronization x

Master File Cabinet Properties
Satellite File Cabinet Properties
Workflow Options
Scheduling

Fulltext Services

Full-text service x

Full-text catalog status

COLD/READ workflow

COLD/READ workflow x

Thumbnail Workflow

Thumbnail workflow x

Signature Types

Signature type x

Available Root Certificates

Logging

Logging Agents Organization

Logging Agent x Organization

Logging Destinations Organization

Logging Destination x Organization (formatted file)
Logging Destination x Organization (XML file)
Logging Destination x Organization (database entry)

Wizards

System Administration Wizards

Wizard: Create Database Connection

General
Connection Parameters MySQL
Connection Parameters MSSQL
Connection Parameters Oracle
Connection Parameters ODBC
Assignments

Wizard: Create New Storage Location

General
File System Settings
Jukebox Server option
Jukebox Settings

Recommended Media

CAS Settings
NetApp Storage Settings
Assignments

Wizard: Backup System Settings

Backup System Settings - General
Backup System Settings - Handling
Backup System Settings - Scheduling

Wizard: Restore System Settings

Restore System Settings - General
Restore System Settings - Administrator Login
Restore System Settings - Overwrite/Add Authentication Server
Restore System Settings - Confirmation
Restore System Settings - Confirmation 2
Restore System Settings - Check Storage Location
Restore system settings - Check storage locations - Logging destinations
Restore System Settings - Check Database Connections File Cabinets
Restore System Settings - Check Database Connections Logging Destinations
Restore System Settings - Import

Organization Wizards

Wizard: Create Organization

Create Organization

Wizard: Stamps Setup

General Settings
General Stamp Design
Text Stamp Design
Form fields
Image Stamp Design
Freehand Writing Design
Index Field Assignment (with file cabinet assignment)
Index Field Assignment (without file cabinet assignment)
Electronic Signature
Electronic Signature Options
Assignment to Profiles
Assignment to Users

Copy RECOGNITION Template Wizard

Copy RECOGNITION Template - General
Copy RECOGNITION Template - Assign Fixed Entries
Copy RECOGNITION Template - Assign Rectangles
RECOGNITION Template - Assignment to Profiles
RECOGNITION Template - Assignment to Users

Web Instance Wizard

General
Target
Integration Settings
FTP Connection

Select FTP directory

Access
Access CONNECT to Sharp
Access CONNECT to Xerox
File Cabinets
Technical Settings
Appearance

User Administration Wizards

Wizard: User Setup

General Information - Users
Assigning Groups
Assigning Roles
Assigning Profiles
Assigning Functionalities
Assigning Stamps

Wizard: Function profile setup

General Information on Function Profiles
Assigning Functionalities to a Profile
Assigning Plug-ins and LINK Templates
Assigning RECOGNITION and OCR Templates
Assigning Barcode Templates
Assigning Stamps
Assigning roles and users

File Cabinet Wizards

Wizard: Create File Cabinet

General
Database
Disk Settings
Index fields: DocuWare Properties
Index fields: Database Properties
Search dialog
Store dialog
Result list - List view
Result list - Tree view
Info box
File cabinet profile
Web Instance

Wizard: Create File Cabinet Profile

General Settings
Administrative rights - File cabinet profile
General file cabinet rights

Which file cabinet rights do users need?

Rights to index fields
Overlay Rights
Dialogs
Assigning roles and users (file cabinet profile)

Wizard: Field Creation

General
Behavior
Select Lists
Search dialogs
Store Dialogs
Result Lists
File cabinet profile

Wizard: Create Linked Documents

General
Definition of source documents
Linked documents file cabinet
Linkkriterien

Wizard: Register REQUEST file cabinet

General Information
Database connection
Storage Locations
Register

Workflow Wizards

Wizard: AUTOINDEX workflow

General
AUTOINDEX - File Cabinet
File Cabinet Login
Filter: File Cabinet
External data source: File Cabinet
External data source: File Cabinet Login
External Data Source Filter: File Cabinet
External data source: Database connection
External Data Source Filter: Database connection
External data source: File connection
External Data Source Filter: File connection
AUTOINDEX - Definition Match Code
Options (file cabinet is iterator)
Options (external data source is iterator)
AUTOINDEX - Assignment Index Replacement
AUTOINDEX - Assignment External Data Replacement
AUTOINDEX - Replace Index without Matching External Data
AUTOINDEX - Replace External Data without Matching Documents
Scheduling

Configure event

Wizard: COLD/READ workflow

COLD/READ - General
COLD/READ - Source
COLD/READ - Source Filter
COLD/READ - Target
COLD/READ - Login into Target File Cabinet
COLD/READ - Field Assignment
COLD/READ - Scheduling

Configure event - COLD

Wizard: Export workflow

Source and Filter
Target and field assignments
Options
Scheduling

Wizard: Migration workflow

Source and Filter
Migration - Target
Recording
Scheduling

Wizard: Synchronization workflow

Master and Filter
Satellite and Field Assignements

Options
Scheduling

Wizards: REQUEST containers

Tips for automating, updating and expanding the REQUEST project
First Wizard: Creating a REQUEST Container

REQUEST Container General Settings
Menu Settings - Functionalities
REQUEST Container Additional Settings

Second Wizard: Add new file cabinet

REQUEST container source
Login
Define filter
Add file cabinet to REQUEST container
Organize Logical Disks

Third Wizard: Recording

Target REQUEST container
Media Management REQUEST Container
Record data REQUEST container
Scheduling

Wizard: Delete

General Deletion Workflow
Deletion Workflow - Login
Filter
Scheduling

Wizard: Full-text Services

General Settings
Login
Options
Scheduling

Wizard: SAP Barcode Transfer

Source SAP Barcode Transfer
Login SAP Barcode Transfer
Filter SAP Barcode Transfer
Target SAP Barcode Transfer
Indexing after Workflow Run
Scheduling SAP Barcode Transfer

Wizard: Thumbnail workflow

Thumbnail workflow general
Thumbnail workflow file cabinet
Thumbnail Workflow Options
Thumbnail Workflow Scheduling

Other Wizards

Wizard: Logging agent

General
Configuration for e-mail output
Configuration for Windows Event Log Output
Administrative Objects and Events
Information
Runtime objects
information
Usage

Wizard: Logging destination

General
Formatted File Settings
XML File Settings
Database settings

Wizard: Restore Services

General - File Cabinet Selection
Login
Storage Locations
Filters
Conflict Options
Scheduling

Wizard: Converting a DocuWare 4 File cabinet

General Information
DocuWare 4 source file cabinet
Converted disks
Target
Assigning database field types
Assigning groups to roles
Scheduling

List Designer

Introduction List Designer
Login for the List Designer
User interface of List Designer

Window Layout of the List Designer
Toolbar
Configuration Area
Properties area

Inheritance of properties
Table
Header
Entries
Navigation Area
Column x
Cell

Preview Area

How to's

Format individual column
Format single cell
Set up alternating items
Defining the style of a selected entry
Split Cell
Merge Cells
Delete columns
Add column
Move column to new position
Generate Complex Table Structure

Additional Information

Details on Using Select Lists
Detailed Information on Stamps and Electronic Signatures in DocuWare
Detailed Information on User Administration in DocuWare
Use index filter
Synchronizing File Cabinets in DocuWare
Info - file cabinets and web instance
All About Logging in DocuWare
Detailed Information About Version Management

Tips

Field Mask Examples
Trash Can for Your Archive
Consistent Entries in Index Fields

DocuWare Modules

DocuWare Module
DocuWare CONNECT to Notes

Introduction

Requirements
Rights
Archiving scenarios

Navigation

Archiving and Retrieval menu
Profiles menu
Administration menu
Environment menu

Archiving and Retrieval

Archiving

Setting selection
Document selection (archiving)

Retrieval

Document selection (Retrieval)
Restore

Default profile

Profiles

Global settings

Global settings - DocuWare

DocuWare password
Password check

Global settings - Information

Database type specific archiving settings

Source database/template

Server selection
Template selection

Specific Archive Settings Archiving Dialog
Specific archiving settings - C2NLink DB
Specific archiving settings - Automation
Specific archiving settings - Document filters

Database view/folder selection

Specific archiving settings - Indexing

DocuWare field selection

Specific archiving settings - Information
Specific import settings - Information

Databases

Database settings - Database
Database settings - Automation
Database settings - Information

Administration

General

Administration - Agents
Administration - Logging
Administration - Information

Language

Language selection
Language Administration

Language document

Select Keywords

Users

User specific settings

User specific settings - General
User specific settings - Alternative system
User specific settings - Information

Logging

Report Document

Environment
Importing links from older versions

DocuWare 4 Link Import

Import profile

Specific import settings - C2NLink
Specific import settings - Information

Databases import profile

Database setting
Database setting information import profile dialog

Logging
SQL command for copying the DocuWare DocID

CONNECT to Outlook

Introduction to CONNECT to Outlook

Accessing E-Mails in DocuWare Using Quick Search
Storing E-Mails
Configuring CONNECT to Outlook
Install CONNECT to Outlook
System Requirements for CONNECT to Outlook

Using CONNECT to Outlook

DocuWare Menu Bar in Outlook
Context menu
Store Dialog
Section for Quick Search
Send and Store in One Step
Login dialog
CONNECT to Outlook Settings
"DocuWare" Category in Outlook

Managing Configurations for CONNECT to Outlook

Overview Dialog
Storage Configurations

General
Store Options
Store Target
Permissions

Quick Search Configurations

General
Search Options
Permissions

Other Dialogs

Defining DocuWare Field
Editor for SQL Queries
Connection for SQL Queries

CONNECT to Ricoh

Introduction

Architecture
Supported Devices
Package Contents
Requirements
Important for Installation

Installation

Installing CONNECT to Ricoh and Web Services

If installing the DocuWare system for the first time
Updating a DocuWare System Version 5.1b with Service Pack

Computer with DocuWare Servers and Client
Computer with DocuWare Servers and Separate Computer with Client

Web Image Monitor
SD-Karte
Configuration

Troubleshooting

Refreshing the Screen
No Connection to DocuWare - Web Services error
CONNECT to Ricoh no longer works after a DocuWare update

Introduction

Architecture
Supported Devices
Requirements
Important Informations
Specifically for 64-bit Systems

Windows 2003 Server
Windows 2008/Windows Vista/Windows 7

Installation

FTP Server

FileZilla FTP Server
IIS FTP Service

IIS Manager 7.0.x – Windows Server 2008
IIS Manager 7.5.x – Windows 7

Files for CONNECT for Sharp OSA-enabled MFPs
Creating a Web Instance

General
Target
FTP Connection
Access
File Cabinets

Configuration

Settings in DocuWare
Settings in Sharp

Application

Loading the Application
Selecting a DocuWare Store Dialog
Completing the Fields of the Store Dialog
Deleting and Editing Index Entries
Selecting the Scan Settings

Scan Setting Restrictions

Scanning
Confirmation

Troubleshooting

FTP Server Connection Problems
Connection between the Server and MFP

CONNECT to Sharp Version 2

Copyright
Introduction

Architecture
Supported devices
System Requirements
Important information
Specifically for 64-bit systems

Windows 2003 Server
Windows 2008/Windows Vista/Windows 7

Installation

Files for CONNECT to Sharp
Create a Web instance

General
Target
File cabinets

Configuration

Settings in Sharp
Settings in DocuWare

Web Client Settings

Create MFPs
Printer and scanner presets

Print setup
Create a scan

Set up and edit a configuration

Step 1: General
Step 2: Dialog

Hierarchical
Simple Search or Store Dialog
Wizard
Task List

Step 3: Assign scan/print settings
Step 4: Assign device
Step 5: Assign permissions

Permissions

Application

CONNECT to Sharp: Display Client

Homepage with public configurations
Login
Homepage with protected configurations
Store a document via the tree structure

Select an index folder
Fill in remaining index fields
Scan settings
Scan with preview
Next steps

Save a document via the store dialog
Save a document via the wizard
Find and print a document via the tree structure

Select an index folder for the search
Select an entry
Print preview
PRINT SETTINGS
Next steps

Find and print a document from the search dialog
Find and print a document via the wizard
Print a document from a task list

CONNECT to Toshiba

Copyright Notice
Introduction

Toshiba requirements

Overview
Availability
Enabling
Accessing

Setup requirements

Installation

Installing the Service DocuWare CONNECT to Toshiba
Installing the DocuWare CONNECT to Toshiba Administration
Setup the Service by using the DocuWare CONNECT to Toshiba Administration

Sample Workflow (e-BRIDGE 2)

Preparations in DocuWare
Creation of Enhanced Scan Templates
Configuration of DocuWare CONNECT to Toshiba Service

Sample Workflow (e-BRIDGE 3)

Preparations in DocuWare
Creation of Enhanced Scan Templates
Configuration of DocuWare CONNECT to Toshiba Service

Sample Workflow (e-BRIDGE X)

Preparations in DocuWare
Creation of Enhanced Scan Templates
Configuration of DocuWare CONNECT to Toshiba

CONNECT to Xerox

Copyright
Introduction

Architecture
Supported Devices
Requirements
Important Information
Specifically for 64-bit Systems

Windows 2003 Server
Windows 2008/Windows Vista/Windows 7

Installation

FTP Server

FileZilla FTP Server
IIS FTP Service

IIS Manager 7.0.x – Windows Server 2008
IIS Manager 7.5.x – Windows 7

Files for CONNECT to Xerox
Creating a DocuWare Web Instance

General
Target
FTP Connection
Access
File Cabinets

Configuration

Settings in DocuWare
Enabling Xerox EIP
Register the Application on the MFP

Application

Loading the Application
Login
Selecting a DocuWare Store Dialog
Completing the Fields of the Store Dialog
Deleting and Editing Index Entries
Selecting the Scan Settings
Scan

Troubleshooting

FTP Server Connection Problems
Connection between the Server and MFP

DocuWare Desktop

Copyright
An Introduction to DocuWare Desktop
DocuWare Web Scan

An Introduction to DocuWare Web Scan
Scanning
Settings

Storage Configurations
Scan Configurations

Connections

DocuWare Printer

An Introduction to DocuWare Printer
Starting DocuWare Printer Configurations
DocuWare Printer configurations

Navigation bar and Save menu
Creating and Editing Configurations

Start (Step 1)
General (Step 2)
Indexing (Step 3)

Predefined Entry
Number Format
Date format

Overlay (Step 4)
Processing (Step 5)
Identification (Step 6)
Separation (Step 7)
Permissions (Step 8)

Email Notifications

Introduction to E-mail Notifications

What is an e-mail notification?
Prerequisites for E-Mail Notifications
Creating a New E-Mail Notification
Copying E-Mail Notifications

Manage E-Mail Notifications

Overview Dialog
Create/change a configuration

General (Step 1)
Trigger Condition (Step 2)
E-Mail Properties (Step 3)
Permissions (Step 4)
Scheduling (Step 5)

Customizing E-Mail Notifications

IndexCleaner

Copyright
Introduction

Procedure
Login dialog

Start screen

Select index field
Using ignored words

Auto-fill list of ignored words
Create list of ignored words

Use external terms
Start word order check
Check for similar index entries

Correction window

Correction window – right dialog page
Correction window – left dialog page

Further information

Possible side effects of the correction run
Add or delete special characters
Allow deleted assignments again

OCR Configuration

Introduction to OCR templates

Prerequisites for OCR Templates
Creating a New OCR Template

Manage OCR templates

Overview Dialog
Settings
Advanced Settings
Permissions

Smart Connect

Introduction to Smart Connect

What is Smart Search?
What is Smart Index?
Configuring Smart Connect
Use Smart Connect
System requirements for Smart Connect

Smart Connect Tray Menu

Smart Connect Settings
Smart Connect Messages
Test result

Smart Connect Configurations

Start Dialog
Navigation bar and menu
Copy Existing Configuration
Saving/Editing a Configuration
Create/change a configuration

Select file cabinet (Step 1)
Capture Window (Step 2)
Assign Fields (Step 3)

Predefined Entry
Number Format
Date format

Testing and Assigning (Step 4)

Test result

Upload Service

Copyright
What the Upload Service does
Menu in Taskbar Notification Area
Overview of Upload Watchers
Watcher Configurations
Connection Settings

Web Client Settings

Web Client Settings

DocuWare SDK

DocuWare SDK
Custom Validation Manual

Copyright Notice
Introduction
Understanding Custom Validation

Validation is Server-Sided
Validation is .NET Managed
Basic Types of Validators
Basic Relationships
Basic Validation Procedure
Validation Classes

Validation Fields
ValidationInfo
Field Definition
Validators

Creating Validation Libraries

Set Up the Development Environment
Create a Project
Write Your Validator Classes

Creating a Validator Class
Accessing Fields
Sample Validators
Handling the DocumentUpdated Event

Compile Your Library

Installing Validation Libraries

Registering a Validation Library
Re-Registering a Validation Library
Unregistering a Validation Library

Using Custom Validation

GAPI Tutorial

Copyright Notice
Introduction

General
Glossary

Features

Overview
System Requirements

General system requirements
Target system requirements
Development system requirements

Quick Start
Deployment

List of GAPI files
Deployment of the GAPI files

Configuration

Location of the *.settings-file
AS Connection settings and communication options

Understanding GAPI concepts

Gapi Types

General Gapi Types
Entities
Commands

Specific types
Error handling

General
MultiItemCommands

Cache

Purpose
Design
FiledDocumentCache

Checking rights
Coordinate system for annotations

Code samples

Simple Login
Advanced Login
Logout
Get a File Cabinet Object
Search in a file cabinet
Access documents of the result list
Access document by DWDOCID
Store a document from a DW5 basket
Store document files
Retrieve meta data (index data) of a document
Modify meta data (index data) of a document
Export a document from a file cabinet

JAPI Tutorial

Copyright Notice
Summary
Scope
JAPI in the DocuWare Architecture

DocuWare Web Services as Basis

DWService
FileCabinetService
ResultListService
DocumentService
FilesService

.NET – Java Interoperability
JAPI Components

Japi Core
Japi WSAL Factory
Japi WSAL Interface
Japi WSAL Implementation

Requirements
Installation
Configuration

japi.properties
japi-client.properties

JAPI Project with Eclipse
Examples

Simple Login
Logout
Access to File Cabinets
Searching in a File Cabinet
Access to the Result List
Access to Documents
Storing a Document
Querying Meta Data
Modifying Meta Data
Downloading Documents

History

Toolkit

Copyright Notice
DocuWare TOOLKIT

General remarks:
Changes with 5.1c SP0
Changes with 5.1b SP3
Changes with 5.1b SP2
Changes with 5.1b SP1
Changes with 5.1b
Changes with 5.1a
Changes with 5.1
Changes with DocuWare 5.0

Hints to the DocuWare 5 Architecture
Removed Toolkit functions
New Toolkit functions
Other changes in API

Changes with DocuWare 4.6a
Changes with DocuWare 4.6
Changes with DocuWare 4.5b
Changes with DocuWare 4.5a
Changes with DocuWare 4.5
Changes with DocuWare 4.1c

Init/Exit functions (DWTKDLL.DLL)

DWTKGetSessionHandle
DWTKFreeSessionHandle
DWTKStartDocuWare
DWTKEndDocuWare
DWTKGetCurrentUserName
DWTKStartDocuWareEx
DWTKIsDocuWareRunning

Basket functions (DWTKDLL.DLL)

DWTKGetNumberOfDocuments
DWTKGetAllFileNames
DWTKGetAllDocumentNames
DWTKGetAllFileAndDocumentNames
DWTKCheckAllInActiveBasket
DWTKUncheckAllInActiveBasket
DWTKCheckDocumentInActiveBasket
DWTKGetAllCheckedFileNamesInAB
DWTKGetAllCheckedDocNamesInAB
DWTKGetAllBaskets
DWTKGetActiveBasket
DWTKSetActiveBasket
DWTKOpenBasket
DWTKShowFile
DWTKImportFile
DWTKUpdateActiveBasket
DWTKExecuteRecognition
DWTKCloseBasket
DWTKPrintMarkedDocuments
DWTKStapleMarkedDocuments
DWTKUnstapleMarkedDocuments
DWTKDeleteDocument
DWTKAutofile
DWTKImportFileEx
DWTKExportDocument
DWTKGetBasketType
DWTKGetDocumentType
DWTKCopyDocument

File cabinets functions (DWTKDLL.DLL)

DWTKGetAllArchives
DWTKOpenArchive
DWTKGetActiveArchive
DWTKSetActiveArchive
DWTKStoreDocument
DWTKSearchDocument
DWTKFreeResultListHandle
DWTKGetResultCount
DWTKPrintResult
DWTKShowResult
DWTKEditResult
DWTKDeleteResult
DWTKCopyResult
DWTKResultListToFile
DWTKFillSearchMask
DWTKFillStoreMask
DWTKGetADFInfoHandle
DWTKReleaseADFInfoHandle
DWTKGetNumberOfFields
DWTKGetFieldInfo
DWTKGetIndexData
DWTKChangeResult
DWTKStoreDBRecord
DWTKCloseArchive
DWTKUpdateHeader
DWTKIsDBActive
DWTKStoreDocumentDocID
DWTKCloseViewerResult
DWTKUpdateHeaderFromDB
DWTKExportResult
DWTKGetArchiveType
DWTKGetADFFileFromGUID
DWTKCheckout
DWTKGetDWHeaderHandle
DWTKReleaseDWHeaderHandle
DWTKApplyChanges
DWTKGetTextFieldData
DWTKSetTextFieldData
DWTKGetNumericFieldData
DWTKSetNumericFieldData
DWTKGetDateFieldData
DWTKSetDateFieldData
DWTKGetEditFieldData
DWTKSetEditFieldData
DWTKConvertToDWTIFF
DWTKConvertToMultipageTIFF
DWTKOverlayTIFF
DWTKClearField
DWTKGetHeaderType

Index Data
Appendix

Toolkit "Function – Version" Table
Error codes in the DWTKDLL.DLL
Error codes in the DWTKADD.DLL

Toolkit Automation

Copyright Notice
DocuWare TOOLKIT Automation 5
DWTKError
DWTKSession

Properties

ParentWnd

Functions

StartDocuWare
EndDocuWare
GetCurrentUserName
GetAllBaskets
GetActiveBasket
GetBasket
CheckAllInActiveBasket
CheckDocumentInActiveBasket
UncheckAllInActiveBasket
GetAllCheckedDocNamesInAB
GetAllCheckedFileNamesInAB
UpdateActiveBasket
GetAllArchives
GetActiveArchive
GetArchive
Mask
FillStoreMask
ShowFile
GetDocumentHeader
ConvertToDWTIFF
ConvertToMultipageTIFF
OverlayTIFF
StartDocuWareEx
DeleteDocument
CloseViewerResult
IsDBActive
IsDocuWareRunning
GetBasketType
GetArchiveType
GetDocumentType
CopyDocument
GetADFFileFromGUID

DWTKBasket

Properties

FullPath

Functions

GetNumberOfDocuments
GetAllFileNames
GetAllDocumentNames
GetAllFileAndDocumentNames
Open
Activate
ImportFile
ExecuteRecognition
Close
PrintMarkedDocuments
StapleMarkedDocuments
UnstapleMarkedDocuments
Autofile
ImportFileEx
ExportDocument
GetBasketType

DWTKArchive

Properties

ADFFile

Functions

Open
Activate
StoreDocument
SearchDocument
SearchDocumentEx
GetNumberOfDBFields
GetDBFieldInfo
StoreDBRecord
Close
UpdateHeader
IsDBActive
StoreDocumentDocID
UpdateHeaderFromDB

DWTKResultList

Properties
Functions

GetResultCount
ShowResult
EditResult
PrintResult
CopyResult
DeleteResult
GetIndexData
ResultListToFile
ReleaseResultList
ChangeResult
CloseViewerResult
ExportResult

DWTKDocumentHeader

Properties
Functions

ApplyChanges
SetTextFieldData
GetTextFieldData
SetNumericFieldData
GetNumericFieldData
SetDateFieldData
GetDateFieldData
SetEditFieldData
GetEditFieldData
ClearField
GetHeaderType

Index Data

Web Client Integration via URL

Introduction
DocuWare Administration

Integrating a Web Instance

Details of Certain Settings in an Integration

Dialogs and Rights

URL Structure

Base URL
URL-Parameter

Base64 URL Encoding
Login Parameters

Encoded DocuWare Login
Key for Login ID

Query Parameters

Examples

Login Parameter Examples
Examples: Integration Elements
Examples of Queries in the URL

Automatic Login to Web Client via URL
Encryption

DocuWare URL Creator
Encryption Algorithms

URL Encryption
Keys

URL Integration nutzen

Copyright
Introduction

Requirements
URL Creator
Other information

URL Encryption
Creating Integrations

Considerations
Creating an integration for multiple use

Integrating Task Lists

Applications
Defining the complete integration within DocuWare
Defining the URL using a general integration

Integrating a Search Dialog

Applications
Defining the URL using a general integration

Viewing a Document Directly

Applications
Defining the URL using a general integration

Integrating a Search Query in the URL

Application
Defining the URL

Special Settings
Integrating a URL Integration in Outlook

WebService Tutorial

Copyright Notice
Introduction

General
Glossary

Features

Overview
System Requirements

General system requirements
Target system requirements

Quick Start

Run the Web Service
Create a Visual Studio 2005 Project
Set References
Generating client proxy classes
Add the files to the solution
Start implementing

Configuration

DWWebService Configuration

WSConfig section
Service bindings
Binding configuration
Running some of the web services

Client App.config

Code samples

DWService samples

Simple Login
Get file cabinets
Logout

FileCabinetService samples

Connecting the file cabinet
Get the file cabinet fields
Get dialogs
Retrieve a select list
Delete document

ResultListService samples

Search
Dialog search
Retrieve all the search results

DocumentService samples

Open document
Create new document
Retrieve document information
Modify metadata
Store new document
Download files

FilesService samples

Upload file
Download file

White Paper

White Papers
White Paper Integration

Introduction

Objective and Layout of the Paper
DocuWare Architecture

DocuWare Web Client
Security when Using Web Client
Windows Explorer Client

Overview of Interface Types

Universal Interfaces

Importing Source Documents via Printer Drivers (TIFFMAKER)

Document Generation and Indexing
Form Storage
Control from the Leading Application
Additional Indexing (Including Layout-Independent)

Importing Files

Importing from a File System (ACTIVE IMPORT)
Importing from MAPI Programs

Database Update (AUTOINDEX)
Importing Printouts (COLD)

Importing Spool Files
Form Overlays
Retrieval
Technical Mode of Operation

Integration via User Interface (Smart Connect)

Smart Connect Functionality
Technical Mode of Operation
Authorizations

Special Interfaces

Office Add-Ins

Microsoft Office Add-in
Other Office Programs

CONNECT to SharePoint

Storing Documents in DocuWare
Searching and Displaying Documents
Administration

CONNECT to Notes

Special Features of Notes/Domino
Storing Documents and E-Mails in DocuWare
Searching and Displaying Documents in DocuWare
Configuration and Administration
Technical Mode of Operation
CONNECT to Notes Toolkit

CONNECT to SAP

Storage Scenarios
Searching by SAP Users
Searching by Non-SAP Users
Technical Mode of Operation

Individual Interfaces

URL Integration

Technical Mode of Operation
Example: Web Client in Outlook

Software Development Kit, SDK

General Application Programming Interface, GAPI
Web-Service Interface
Java Application Programming Interface, JAPI
Toolkit
Validating Index Entries

Integration in Existing IT Environment

Storage

Jukeboxes
Content Adressed Storage
Other Hard Disk-Based Storage Systems

Scanners
Integration of Multifunction Copiers
Database Server
External User Administration
Linux, Apple and other Non-Microsoft Environments
External Time Stamp Agencies

Integration of Special Customer-Specific Modules from Third Parties

Capturing and OCR
Display Modules

Adobe Acrobat Reader
Other Third-Party Providers

Solutions by Application Area

Overview of Storage/Indexing
Overview of Search and Display
Integrating DocuWare in E-Mail Programs
Integrating DocuWare in Microsoft Office

Storage/Indexing
Search and Display

Integrating DocuWare in ERP and CRM Programs

Storage/Indexing
Search and Display

White Paper Security

Copyright
Objectives of This White Paper
Introduction
Overview of System Architecture

N-Tier Architecture
DocuWare System Architecture
Administration

Authorization and Access Security

Access Security
Login Methods

Trusted Login – Single-Sign-On
Client Login to Authentication Server
Client Service Request to Authentication Server
Client Login to Assigned Server
Client Logout from Authentication Server

Login via Internet
Passwords

Authorization Concept

Introduction and Terminology
Assigning Functional Rights
Settings at File Cabinet Level
Predefined Roles
Interaction of Rights and Authorizations

High Security Systems

Secure File Cabinets

Locking Documents in File Cabinets
Check-out
Encrypted File Cabinets

Stamps and Electronic Signatures

Stamps generally
Electronic Signatures

Tokens/ Certificates
Hash / Checksum
Time Stamps and Mass Signature
Verifying Signatures
Signatures of Third-Party Applications
Administrating Signatures
Signature Protocols and Standards

Secure Communication and Transaction
Fail-Safety

Failure of Authentication Server or Content Server
Authentication Server Database
Backup
Recovery

Logging

Log types
Logging Levels
Log Content
Storage Location and Scope
Authorizations
Predefined Logging
Viewing the Logs

Glossary
Appendix

Procedure for Developing Groups and Roles in an Organization
Definition of Rights in File Cabinets
Using Index Filters in File Cabinets
Procedural Examples
Functional Rights
File Cabinet Rights

White Paper System Architecture

Copyright
Objectives of This White Paper
Future Requirements
System Architecture - Overview

Design Requirements

Requirements from the perspective of the provider

Multi-client capability and ASP support
Web access
Multi-language support
Location independence
Large, revision-proof installations
Offers openness vis-à-vis system and storage technologies
Process Management Framework
Provides administrative support for all modules with a single tool
Database technologies of leading developers
Openness vis-à-vis different storage technologies

Requirements from the perspective of the user

N-Tier Architecture
DocuWare System Architecture
Operating Systems and System Requirements

Client systems
DocuWare Servers
Infrastructure components
Terminal server

Summary

Authentication Server

Passwords
Login to LAN/VPN
Login via Internet
Authorization Concept

Roles
Profiles
Users and groups

Content Server

File Cabinet
File Structure
The "Disk" Concept
Supported File Storage Media

Hard disks, RAID
Optical removable disks
Jukeboxes
Content Adressed Storage (CAS)
NetApp Storage

Header File
Metadata
Document

Databases

Database Structure
Integrated Database
Direct Database Connection
Database Administration

Web-Based Applications

Document access via Web Client

Web Client Server
Imaging Server
Thumbnail Server
Web instances
Web Client
ClickOnce applications
Silverlight Plug-In for Web baskets
Integration of Web Client in other applications

Web-Based Administration

Management Framework Process

Workflow Server
Pre-defined Batch Processes

Full-Text Index

Functional Principle
Full-Text Tables and Files

Distributed and Redundant Archives

Satellite Archives
Mobile Users
Autonomous File Cabinets

Integration
Scalability

Clustering and load distribution
Other performance measures

Glossary