00197193-02_IM_SIPLACE_EDM_2.1_EN - 第4页
4 6 A p pendix (Technical Reference) 40 6.1 File system folder structure ............................................................................. 40 6.1.1 Standard Installation Path .................................…
EDM V2.1 / Installation Manual 11/2012 Edition
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Contents
1 Introduction 5
2 System components 6
2.1 Overview ........................................................................................................... 6
2.2 EDM Configuration Manager ............................................................................. 7
2.3 EDM Master Server ........................................................................................... 7
2.4 EDM Client ........................................................................................................ 7
2.5 EDM Clearing Pool ............................................................................................ 7
2.6 EDM Data Transfer Manager ............................................................................. 7
2.7 EDM notifications .............................................................................................. 8
2.8 EDM Line Server ............................................................................................... 8
2.9 EDM Tool .......................................................................................................... 8
3 Data transfer 9
3.1 Pull mode .......................................................................................................... 9
3.2 Push mode ........................................................................................................ 9
3.3 Forced pull mode ............................................................................................. 10
4 Installation 11
4.1 Overview ......................................................................................................... 11
4.2 SIPLACE EDM Configuration .......................................................................... 11
4.2.1 General Considerations ................................................................................... 11
4.2.2 Setup ............................................................................................................... 13
4.2.3 EDM Master (Master Server) ........................................................................... 16
4.2.4 EDM Line (Line Server) ................................................................................... 18
4.2.5 Clearing Pool ................................................................................................... 18
4.2.6 EDM Control Tool ............................................................................................ 19
4.2.7 Finishing the installation ..................................................................................
20
4.3 Upgrading from a previous version .................................................................. 21
4.3.1 Conditions / downward compatibility ................................................................ 21
4.3.2 Simultaneous upgrade over all lines ................................................................ 21
4.3.3 Step-by-step upgrade of individual lines .......................................................... 22
5 Configuration 24
5.1 Settings in SIPLACE Pro Desk ........................................................................ 24
5.2 EDM-specific settings ...................................................................................... 24
5.2.1 Basic EDM Configuration Dialogs .................................................................... 24
5.3 EDM Configuration Manager ........................................................................... 27
5.3.1 Regular expressions for search patterns, rules and roles ................................ 27
5.3.2 Configuration Sets ........................................................................................... 27
5.3.3 Lines Settings .................................................................................................. 27
5.3.4 Roles ............................................................................................................... 28
5.3.5 Comment Categories....................................................................................... 29
5.3.6 Application templates ...................................................................................... 29
5.3.7 Notifications/Rules… ....................................................................................... 32
5.3.8 Configuration Status Monitor ........................................................................... 38
5.3.9 Advanced Settings .......................................................................................... 39
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6 Appendix (Technical Reference) 40
6.1 File system folder structure ............................................................................. 40
6.1.1 Standard Installation Path ............................................................................... 40
6.1.2 Program Data Installation Path ........................................................................ 40
6.2 Registry Keys .................................................................................................. 41
6.3 Configuration Files .......................................................................................... 43
6.3.1 Configuration Sets ........................................................................................... 46
6.3.2 Machine Configuration ..................................................................................... 47
6.3.3 Comment Categories....................................................................................... 48
6.3.4 Request Configuration ..................................................................................... 48
6.3.5 Role Configuration ........................................................................................... 49
6.3.6 System Configuration ...................................................................................... 50
6.3.7 Configuring push mode ................................................................................... 63
6.4 Workflow Configuration ................................................................................... 66
6.4.1 Theory ............................................................................................................. 66
6.4.2 Application ....................................................................................................... 67
7 Glossary 72
EDM V2.1 / Installation Manual Ausgabe 11/2012 Edition
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1 Introduction
The goal of this document is to provide the consultants who will be setting up SIPLACE EDM
systems at the customers with a guide detailing the technical aspects involved in such an
installation.