Springlake BizFiles Professional Server Configuration

1. Springlake BizFiles Professional Server Configuration

2. Server Setup Application • From the Windows Start menu launch the Springlake Server Configuration application by clicking on the [Programs->Springlake BizFiles->Server Configuration] application • The Server Configuration application is a simple application to change the settings for the Springlake server. However, for most installation, the default settings can be used. • 3 main items to setup: • Data Path • Database source • Service settings

3. Server Configuration

4. Server Setup Server Tab • Specifying the Server Name • Server Name The virtual server name for Springlake server. The name should be using characters from A-Z or 0-9 Server name should NOT be changed after the system has go live. • Server Data Path Specify the data path. • Specify Log Path Specify the log files path. Default is unselected. • Specify Fulltext Path Specify the fulltext files path. Default is unselected.

5. Server Setup • Server Data Path Where the main data is stored (apart from database) • Root key • Content File • C3 File • Fulltext Indexes • Logs • Normally this path shall be configured inside a large storage like SAN/NAS/Disk Array • This data directory needs to be backed up regularly!

6. Server Setup • Content File Storage: • Directory Hierarchy • All content has extension: • C3; • Original • Display • All content is read-only: can be configured as incremental backup by timestamp Cache dir Service dir Content Root Server Name Content File with unique object ID, timestamp and type extension DocType Name By Server Time Stamp

7. Server Setup • Database • In Springlake, the database is used to store metadata such as document properties, user profiles, role profiles, security profiles, etc. • Springlake supports the following databases • Microsoft SQL Server (version 2005 and above) • Oracle (version 10g and above) • Other database, please contact vendor * • The database connection is by way of an ODBC connection. It is assumed that the ODBC connection has already been setup. • Specify the Data Source Name (DSN), Login User and Login Password, and then test the database connection.

8. Server Setup • Specifying the Database connection It is assumed the MS SQL Server 2008 and the ODBC data source name has been setup. • Database Type Specify the database type from the list of supported database • DSN Name The ODBC data source name • DSN Login The database login user used to access this database. • DSN Password The corresponding password for the login user.

9. Server Setup • Database • The [Test DB] button test the database connection. A message prompt will be shown if the test is successful. If the connection test is successful, click on the [Save] button to save the connection setting. • The [Init DB] button initialize the database for use by Springlake system. This is usually done once only, immediately after system installation. • The [Export DB..] and [Import DB..] buttons are for exporting and importing the existing Springlake system documents’ and/or system audit records from the database. E.g. a Springlake server is setup and configured on a staging server. By using the export and import function, the configuration can be imported to the production server quickly.

10. Test Database Test Failed! To test the database connectivity, click on the [Test DB] button. Test OK!

11. Option Setup

12. Option Setup Option Tab • TCP Port In Springlake, services such as Query Service and Content service communicate with each other across TCP/IP. Therefore, the TCP/IP port number used needs to be specified. • Login Service Count The number of processing thread to service login request. • Query Service Count The number of processing thread to service query request. • Content Service Count The number of processing thread to service content request.

13. Option Setup Option Tab • Default Idle Session Timeout This is the session time out between the client and the server services. If there is no activity (service request) from the client for a X minutes, the session will be terminated by the service. • Web Idle Session Timeout Similar to Default Idle Session Timeout but this is only for client connecting from WebView client. • Client Call Server Timeout The period of time to wait for a server response before calling a timeout. For slower performing server, this can be increased to prevent timeout. This option should be use with care.

14. Option Setup Option Tab • Keep Server Log for x Days Specify the how long the log files should be kept before being cleared. • Disable System Audit Trail Disable the system audit trails logging. Normal user action is still capture in audit trails. • Proxy Service List This is the broker service address list. In Springlake, clients can only connect to the server services through the broker service. • Web Server URL For forming the URL address in emailing document link function (“Send as Link”)

15. Services Setup

16. Services Setup Workflow/Capture Services Tab • Not in used for Springlake BizFiles Professional • Workflow Setup This option is for workflow related task only. It is used for the calculation of the next business day during workflow task’s due date calculation. • Capture Setup This option is for batch capturing task only. The [Enable Capture Backend Process Engine] enable the capture service to start running and perform recognition or sorting task during batch capture. • Install/Uninstall Springlake Service in Windows Service

17. SSO Setup

18. SSO Setup Single Sign On (SSO) Tab • Not in used for Springlake BizFiles Professional • Apart from the standard user id and password login, Springlake also supports other login options listed below: • Third Party Login • SSO with AD • SSO with Web Server Refer to the Springlake Fundamentals slides on the mechanics for each of the options.

19. Email Setup

20. Email Setup Email Tab • Not in used for Springlake BizFiles Professional • Springlake uses SMTP email for forwarding notification (such as workflow task overdue) to users. • The email option also allow administrator to customize the message footer in the email.

21. License Setup

22. License Setup • License It is assumed that a valid server license has been obtained after installation. If there is no valid license, the system can still be run for 60 days and after which, the user can no longer login into the system.

23. Troubleshooting • If any error, check the Server.yyyymmdd.log log file for more info • For login error, check the Login.yyyymmdd.log and Login1.yyyymmdd.log • For connection error, check the RPCServer.yyyymmdd.log log file for more info • And many other logs… • Check network connectivity. • Check firewall setting. The port number specified must be open.

24. Backup • Database • Use SQL Server 2008 backup function for online backup or • Detach and perform cold backup • Content Files • Files never changed, only new files created. • So, each file only needs to backup once • Root key file • In same directory as content files. • Created during installation. Will never change.

25. Maintenance Quarterly Check • 1. Check system health – check current CPU and RAM usage. • 2. Check storage space for content files. Make sure still have ample storage space. • 3. Check and clear log files. Log files are suppose to be auto clear. And also, if any log file size is big, identify the reason.

26. Thank You