Express Server Installation Guide

Express Server

Installation Guide

Version 4.10

Express Server Installation Guide Page 2 of 66Version 4.10

Copyright 2011, Adlib Publishing Systems Inc. All Rights Reserved

This manual, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The content of this manual is furnished for informational use only, is subject to change without notice and should not be construed as a commitment by Adlib Publishing Systems Inc. Adlib Publishing Systems Inc. assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.

Except as permitted by such license, no part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise without the prior written permission of Adlib Publishing Systems Inc.

Adlib, Express, Express Server, ExpressConversion, ExpressRecognition, ExpressPublishing, Relay, Express Web Services, Insight and Publisher are either registered trademarks or trademarks of Adlib Publishing Systems Inc. Microsoft Windows and Microsoft Office are either registered trademarks or trademarks of the Microsoft Corporation in the United States and/or other countries. Corel, WordPerfect, CorelDRAW and Quattro Pro are either registered trademarks or trademarks of Corel Corporation. IBM, Lotus, SmartSuite, Word Pro and Freelance Graphics are either registered trademarks or trademarks of IBM Corporation. Adobe, Acrobat and Adobe Reader are either registered trademarks or trademarks of Adobe Systems Inc. Crystal Reports is either a registered trademark or trademark of Seagate Software. OpenOffice.Org is either a trademark or registered trademark of Oracle.

Portions of this product contain code from OmniPage Capture SDK (registered trademark of Nuance Communications Inc.), Outside In (registered trademark of Oracle), Glyph & Cog, LLC (Copyright 2003-2011), Pegasus Imaging Corporation (Tampa, FL), PDFNet SDK from PDFTron™ Systems (Copyright 2001-2011) and are distributed by Adlib under license.

ALL RIGHTS RESERVED.


Table of Contents

1 Introduction ....................................................................................................................................42 System Requirements ...................................................................................................................5

2.1Hardware Requirements ..................................................................................................................52.2Software Requirements....................................................................................................................52.3Storage Requirement Estimates ......................................................................................................6

3 Installation Instructions.................................................................................................................73.1Prepare for Installation.....................................................................................................................73.2Uninstallation Instructions ..............................................................................................................16

Maintaining Express Server Option Configuration Settings ........................................................ 16Final Uninstallation Acknowledgement........................................................................................ 17

3.3Upgrade Instructions ......................................................................................................................183.4Express Server Service..................................................................................................................19

Enabling ASP .NET for Windows Server 2003............................................................................ 19Uninstalling the Express Server service ...................................................................................... 19

4 Silent Installation Instructions....................................................................................................204.1Silent Installation Configuration Settings .......................................................................................224.2Silent Uninstallation Instructions ....................................................................................................23

5 License Manager Instructions ....................................................................................................245.1Activate Evaluation.........................................................................................................................255.2Activate License – Online ..............................................................................................................275.3Activate License – Offline ..............................................................................................................325.4Rehost License – Online................................................................................................................375.5Rehost License – Offline................................................................................................................415.6Return License – Online.................................................................................................................465.7Return License – Offline.................................................................................................................505.8License Information........................................................................................................................55

Appendix A – Software Product Activation FAQ ...................................................................................56Appendix B – Extended CAD Support (eCAD) Licensing FAQ ............................................................59Appendix C – Windows Server 2008 Support ........................................................................................60

Installation ...........................................................................................................................................60User Account Control (UAC) ...............................................................................................................60Configuration .......................................................................................................................................60User Settings (UserSettings.xml) ........................................................................................................61Process Manager Settings (ProcessManagerInitSettings.xml)...........................................................62

Appendix D – Contact Adlib Software ....................................................................................................66


1 IntroductionAccelerate your workflow using Express, a high performance application that automates the conversion of your business content to Portable Document Format (PDF), Plain (ASCII) Text, Image files and more. Express converts an extensive list of file types including standard business documents, images, graphics, web and legacy files. In addition, it offers a comprehensive set of features such as OCR, Watermarking, PDF Security, PDF Optimization, PDF Form fill-in, PDF Merging, Splitting and Stitching into a single application. Express allows you to integrate document conversion into your workflow simply and affordably.

Express functionality is available in several, tightly integrated server packages: Adlib ExpressConversion Server

o Rendering of multiple formats to PDF and other formats Adlib ExpressRecognition Server

o OCR image files and PDF to searchable PDF Adlib ExpressPublishing Server

o Merge, apply header/footer/overlay, page content scaling Extended Outputs Option (available for all Servers)

o Adds HTML, DOC, RTF, XPS, JPG, PNG, TIFF output formats Adlib ExpressEnterprise Server

o Combines Conversion, Recognition, Publishing and Extended Outputs in one package

You can also choose to add Conversion, Recognition or Publishing functionality to any single server. For example you can add the Publishing Engine to Adlib ExpressConversion Server for a powerful, integrated solution offering both conversion and publishing features.

Please see the Express User Guide and Express XML Job Ticket Guide for more details.


2 System Requirements

2.1 Hardware Requirements

Express ServerProcessor Type Minimum: Pentium 4 compatible processor Processor Speed Minimum: 1 GHzMemory (RAM) Minimum: 1 GB

Note:Additional RAM should be added if processing large files or running resource intensive applications in parallel with Express Server.

Hard Disk Space Minimum: 400 MB available (application files only)

2.2 Software Requirements

Express ServerOperating System Microsoft Windows Server 2003 32-bit/64-bit

Microsoft Windows Server 2008 32-bit/64-bitMicrosoft Windows Server 2008 R2

* See Appendix C – Windows Server 2008 Support for further details.

Note:We recommend the installation of the latest Windows Service Pack.

.NET Framework .NET Framework 2.0 (with latest Service Pack) or greater(http://www.microsoft.com/downloads/details.aspx?familyid=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en)

Microsoft Internet Explorer

Microsoft Internet Explorer 7.0 (or greater)

Native Application rendering

For Native Application rendering support, the proper licenses must be obtained. These applications must be registered in compliance with the licensing guidelines specified for each product. Your organization is responsible to ensure that these Native Applications use complies with the rights and licenses obtained.

Please refer to Appendix E of the Express User Guide for a list of supported Native Applications.

Licensed Fonts Proper licenses must be obtained in order for Express Server to embed licensed fonts within PDF output.

http://www.microsoft.com/downloads/details.aspx?familyid=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en

http://www.microsoft.com/downloads/details.aspx?familyid=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en


2.3 Storage Requirement Estimates

Component RequirementDirector and/or Express Server Disk Space Requirements

Minimum: 1 GB

Runtime File Share Disk Space Requirements

The shared file system used for processing documents should have enough disk space to store all active documents and their renditions (plus a buffer for queued documents) for all Adlib Servers installed. This formula is recommended:

Average Document File Size * 2.5 * Average Number of Jobs in the Adlib System = Estimated Minimum Disk Space for file share

For example, if the document file size is on average 10 MB, and the average queue length is 100 jobs:

10 MB * 2.5 * 100 documents in system = 2.5 GB minimum disk space

Note: After a job has been processed by Adlib, the documents can be automatically deleted from the shared file system.

Runtime Adlib Server Disk Space Requirements

Each Adlib Server requires enough disk space to handle the largest document and its rendition.

Database Disk Space Requirements (Data and Index)

Note: Only applicable for Express Serversintegrated with Director.

150 KB per Job

Note: Jobs that are completed can be automatically archived or deleted. If set to be deleted on completion (default), this is the formula:

150 KB * Average Number of Active Jobs in the Adlib System = Estimated Minimum Disk Space for Database

If set to be archived, the Job Archive table will continue to grow, and it is up to the database administrator to manage and cleanup the Job Archive table.


3 Installation Instructions

3.1 Prepare for Installation

To install Express Server you must be logged onto the system with an account that has Local Administrator rights and install from the local machine (do not install from Terminal Services).

1. Close all applications.

2. Run the Express Server installation file (e.g. ExpressServer4100.exe)

3. Follow the instructions that appear on your screen.


Run the installer for Express Server.

Click the Next button.


Accept the End User License Agreement terms.

Enter User Name and Company Name and click the Next button.


Select the Basic option to install Express Server with the root folders (Input, Output, Error and Work) configured to the default location (‘C:\Adlib Express’) and click the Next button.

Select the Advanced option to install Express Server with custom settings and click the Next button.


If Express is being installed on Windows 2008, the User can enter the security credentials that will be used to run Express Server. For more information on Windows 2008 support, please refer to the Adlib Express User Guide.

The Advanced selection also allows the User to select a custom location can be specified for the root watched folders to be installed to.


The Advanced selection also allows the User to install the Express Server service and to configure the account settings to run the service under.

Note: The Express Server service requires a specific User account to be configured (LOCAL_SYSTEM is not supported). This User account requires Local Administrator group rights.


The Advanced selection gives the option to configure Express Server to integrate with Adlib Director. This option allows Express Server to integrate with the Director database in order to request Jobs to be processed (if Director is part of your Adlib environment).

This form also contains an Auto-Detect button that allows the User to enter the path to a Director Web Service Adaptor (WSA). This Director WSA path will attempt to retrieve the specific Director Database Connection String for your convenience.

Once the OK button has been selected an Auto-Detect dialog box will appear as the Director Database Connection String is being retrieved.

If the Director Database Connection String has successfully been retrieved it will be added to the corresponding text box (see top screenshot). If this value appears correct than the User can click on Next to advance to the next installation step.


Review the information and click the Next button.

The software will install using the settings previously selected.


Click the Finish button to complete the installation and launch the Adlib License Manager.


3.2 Uninstallation Instructions

Go to the Control Panel and open Add or Remove Programs/Programs and Features, select Adlib Express and click on Remove/Uninstall.

The following uninstall dialog box will be launched. Select Remove to start the uninstallation process.

Note: The Repair option will reinstall Express Server with all of the previously selected options from the last install.

Maintaining Express Server Option Configuration Settings

After selecting the Remove option, a dialog box will appear that will ask the User if they would like to maintain all of the Express Server option configuration settings (as defined in the Express Server User Interface).

Selecting Yes will keep all of the option configuration settings on the system. This is useful for those who wish to upgrade to a newer version of Express Server or wish to reinstall the application at a later date or time without losing any of the option configurations defined (on the same system).

Selecting No will remove all Express Server option configuration settings

Note: Users can load or save their option configuration settings through the Express Server User Interface at any time. To load or save option configurations, select “Save Express Settings” or “Load Express Settings” under the File menu in Express Server.


Final Uninstallation Acknowledgement

A final dialog box warning will appear before the uninstallation process begins.

Selecting Yes will tell the uninstallation process to proceed and Express Server will be removed from the system.

Selecting No will abort the uninstallation process leaving Express Server on the system.


3.3 Upgrade Instructions

In order to install a new version of Express Server onto a system that already contains a previous version of the software, the User is required to remove the previous version before proceeding.

The following dialog box will appear when attempting to install a newer version of Express Server than is currently installed on the system.

Users should acknowledge this dialog box and proceed to uninstall the previous version of Express Server as detailed under 3.2 Uninstallation Instructions.


3.4 Express Server Service

Express Server can be set up to run as a Windows service from the Express Server installer or manuallyvia command line. This service can be controlled from a local or remote computer. In addition, services can start automatically when the computer is started and can run without a user logged on.

Installing the Express Server service

1. The following procedure must be followed to setup Express Server as a service.2. Run Express Server from the Start Menu and configure all options (Folders, Input File Handling,

Watermarking, PDF Security…) as desired3. Confirm that the Express Server configuration works by processing some files.4. Shutdown Express Server after confirming that it has successfully processed the files in the

previous step.5. Ensure that the Native Applications (e.g. MS Word, Excel, PowerPoint, etc.) that will be used are

launched at least once under the account that will run the service.6. Run Express Server with the following command line parameter: /INSTALL_SERVICE to create

the Express Server service. (e.g. "C:\Program Files\Adlib\Express\adexps.exe" /INSTALL_SERVICE)

7. Open the Services menu from Administrative Tools and specify the account which will run the Express Server service. The Account must be a part of the Administrator group. Please make sure that the all folders are accessible for the Log On Account selected. All folders must use local Drive letters or UNC paths. Mapped drives cannot be used since these are only available when the user who created the mapped drives is logged in.

Tip: You cannot run the Express Server application when running Express Server as a service. You must stop the Express Server service prior to running the application.

Tip: The Express Server service is not supported under the Local System Account. The reason for this is that many of the Native Applications that may be used to process files cannot have the necessary initial configuration (i.e. credentials dialog boxes acknowledged) performed under this type of account.

Enabling ASP .NET for Windows Server 2003

1. Go to Start->Administrative Tools->Internet Information Services (IIS) Manager 2. On the left hand pane, click on “Web Service Extensions” 3. On the right hand pane highlight ASP .NET4. Click Allow

Uninstalling the Express Server service

You may uninstall the Express Server service by running Express Server with the /UNINSTALL_SERVICE command line parameter

For example,

"C:\Program Files\Adlib\Express\adexps.exe" /UNINSTALL_SERVICE


4 Silent Installation InstructionsAdlib products can be configured to install silently, which means that there are no dialogs, no message boxes and no user intervention needed.

An interactive installation receives the necessary input from the user in the form of responses to dialog boxes. A silent installation for Adlib products receives user input from an Adlib Installation Configuration file (AdlibInstall.cfg).

The installation configuration file contains information that an end user would ordinarily enter as responses to dialog boxes when running a normal installation. The format of AdlibInstall.cfg resembles that of an .ini file, except for the .cfg extension. The installation configuration file is a plain text file consisting of sections containing data entries.

For example: [ExpressServer]InstallDir=C:\Program Files\Adlib\ExpressCreateShortcuts=YesInstallService=Yes

To install an Adlib product silently, the user executes the installation with a “/s” command line parameter (i.e. ExpressServer4100.exe /s). The installation will search for AdlibInstall.cfg in the same folder as the installation file. Optionally, the user can specify a different location for the installation configuration file by passing the path as a second parameter (i.e. ExpressServer4100.exe /s C:\User\SomePath). The installation configuration file must always be named “AdlibInstall.cfg”. The Silent installation will read the information from the installation configuration file and install the product according to the data provided. To modify the installation configuration file simply open it in a text editor.

The Silent installation will not force a reboot, however it is recommended that the user reboot after the installation has completed.

Please see the next page for a sample Express Server silent installation script.


AdlibInstall.cfg

[ExpressServer]InstallDir = C:\Program Files\Adlib\ExpressRootFolder = C:\Adlib ExpressCreateShortcuts = Yes | NoActivationID = #######################InstallService = Yes | NoServiceAccount = [email protected] = ******ServiceStartType = Auto | ManualStartService = Yes | NoExpressSettingsPath = C:\somepath\Express Settings.regCreateLicenseManagerShortcut = Yes | No


4.1 Silent Installation Configuration Settings

ActivationID - Specifying the Activation ID will automatically register the product during installation.

CreateShortcuts - Specify whether or not you would like the application shortcuts created in the start menu.

CreateLicenseManagerShortcut- Specify whether or not you would like the application shortcuts created in the start menu.

ExpressSettingsPath - Specify the path to an Express Server settings file. These settings will be automatically loaded during installation. (Express Server only)

Note: To create an Express Server settings file:

1. Load Express Server2. Configure settings as desired3. Click File Save Express Settings4. Specify path to this file in ExpressSettingsPath

InstallDir - Specify the location where you would like the product installed.

InstallService - Specify whether or not you would like to install the application’s Windows service.

RootFolder - Specify the location where you would like to create the default processing folders.

Note: It is not recommended to set this property if you are also setting the ExpressSettingsPath property. The configuration specified will already contain the paths to all the processing folders. (Express Serveronly)

ServiceAccount - Specify the account under which you would like to create the application’s Windows service. Leaving this field blank or using LOCALSYSTEM will create the service under the Local System account.

Note: Make sure the account specified has the following privilege,“Logon as a Service”.

ServicePassword - Specify the password for the account specified in ServiceAccount for the application’s Windows service. Leaving this field blank will assume no password.

ServiceStartType - Specify how you would like to start the application’s Windows service. Valid options are Auto or manual.

StartService - Specify whether or not you would like to start the application’s service immediately after installation.

Userguide - Specify whether or not you would like the complete User Guide installed to the installation folder.


4.2 Silent Uninstallation Instructions

In order to silently uninstall an Adlib product, a product specific .iss file is needed. Please contact Adlib Software to obtain the appropriate file(s). Similarly to installation, the uninstall .iss file contains information that an end user would ordinarily enter as responses to dialog boxes when running a normal uninstall. After receiving the file from Adlib, simply copy it to an accessible location. Do NOT copy it to the application’s program directory (e.g. “C:\Program Files\Adlib\Express”).

To begin the silent uninstall, the user executes the setup.exe installation located in a specific hidden folder within the default program files directory.

The location for this folder on a 64-bit operating system is:

C:\Program Files (x86)\InstallShield Installation Information\{6C3C64A5-47E8-4B19-8193-71137AE226C4}

The location for this folder on a 32-bit operating system is:

C:\Program Files\InstallShield Installation Information\{6C3C64A5-47E8-4B19-8193-71137AE226C4}

The user executes the installation with “/s” and “/f1” command line parameters. The “/f1” switch should contain the fully qualified path to the .iss file. Below is an example of the command line parameters required to begin silent uninstallation:

“C:\Program Files (x86)\InstallShield Installation Information\{6C3C64A5-47E8-4B19-8193-71137AE226C4} /s /f1“C:\temp\uninstall_express.iss”

Note: The silent uninstall for Express Server allows you to specify whether or not you would like to keep your Express Server option configuration settings. The default is to keep the Express Server option configuration settings. If you wish to change this option, simply open the .iss file in a text editor and locate the lines shown below. Result=6 specifies that Express Server settings will be saved. To completely remove all Express Server settings, change this code to “7” (Result=7).

[{6C3C64A5-47E8-4B19-8193-71137AE226C4}-MessageBox-1]Result=6

Note: The silent uninstall for Express Server has an option that can be configured to automatically Rehost the Activated licenses on the system. The default is to maintain the Express Server Activation licenses on the system. Result=6 specifies that all Activated licenses are left untouched on the system. To completely rehost all Express Server Activations, change this code to “7” (Result=7).

[{6C3C64A5-47E8-4B19-8193-71137AE226C4}-MessageBox-2]Result=6


5 License Manager InstructionsThe Adlib License Manager – Quick Start Guide provides step-by-step instructions on using the Adlib License Manager utility to activate Express Server.

There are 4 transaction types that can be enabled in Express Server. To evaluate Express Server, enable the Active Evaluation transaction type. When purchasing Express Server, enable the Activate License, Rehost License or Return License transaction types.

License Transaction Types

Activate EvaluationEnables Adlib Express in evaluation mode for a 30-day trial period with watermarked output.

Activate LicenseLicense Adlib Express for exclusive use.

Rehost License Return license from installation, and thentransfer the license to another machine.

Return LicenseReturn license from installation, no transfer.


5.1 Activate Evaluation

The Activate Evaluation license transaction type enables Express Server in evaluation mode for a 30-day trial period with watermarked output.

Select the Activate Evaluation option and click the Next button.

Click on the Activate button to begin the 30-day trial period.


Click the Finish button.

Click the Close button to exit the Adlib License Manager.


5.2 Activate License – Online

The Activate License transaction type registers Express Server with all of the features that are included in the purchased license package (e.g. ExpressConversion). Any feature that is outside of the purchased license package will produce evaluation watermarks when selected.

Select the Activate License option and click the Next button.

Select the Online option and click the Next button.

Enter Name, Company, Phone and Email.




Enter the Activation ID provided by Adlib Fulfillment.


Click on the Activate button to execute the license transaction.


The status screen will indicate that the activation process is in progress.


When the license has been activated, click the Finish button.

Click the Close button to exit the Adlib License Manager.


5.3 Activate License – Offline

Select the Activate License option and click the Next button.

Select the Offline option and click the Next button.


Select the Step 1 option and enter the Activation ID provided by Adlib Fulfillment.


Click the Save to File button and choose a location to save the file to your computer.



You must now process the file using one of the following methods:

a. Copy your Activation Request file to a system connected to the internet and access http://www.adlibsoftware.com/AdlibLicenseServices. You can generate an Activation Response file for the next step from this website.

b. Submit the Activation Request file via email to [email protected]. An Activation Response file sent by Adlib (within one business day) can then be used in the next step to complete your license transaction. If an activation has not occurred on this system before, you will be required to perform a 4-step activation. You can close Adlib License Manager and continue with the next step at any time.


Once you receive the response file, copy it on the system where Express Server is installed.

Select the Step 2 option and click the Browse button to locate the file.


Enter Name, Company, Phone and Email.



Click on the Activate button to execute the license transaction.

When the license has been activated, click the Finish button.

Click the Close button to exit Adlib License Manager.


5.4 Rehost License – Online

The Rehost License transaction type allows you to move your license from one machine to another. You will be required to use the Rehost License function on the original machine and then Activate Licenseon the new machine. Do not uninstall the original license until you have completed the rehosting process.

Select the Rehost License option and click the Next button.



Enter the original Activation ID provided by Adlib Fulfillment.


Click the Rehost button to execute the license transaction.


The status screen will indicate that the rehost process is in progress.

When the license has been returned, click the Finish button.



Important:

Once the rehost has completed, Express Server returns to “Evaluation” mode with remaining time from the original Evaluation start date.

You can now uninstall the application from the original machine (see 3.2 Uninstallation Instructions for details).

Express Server can now be licensed on the new machine (see Activate License Online or Activate License Offline for details).


5.5 Rehost License – Offline

Select the Rehost License option and click the Next button.



Select the Step 1 option and enter the original Activation ID provided by Adlib Fulfillment.


Click the Save to File button and choose a location, to save the file to your computer.



You must now process this file using one of the following methods:

a. Copy your Rehost Request file to a system connected to the internet and access http://www.adlibsoftware.com/AdlibLicenseServices. You can generate a Rehost Response file for the next step from this website.

b. Submit the Rehost Request file via email to [email protected]. A Rehost Response file sent by Adlib (within one business day) can then be used in the next step to complete your license transaction.



Select the Step 2 option and click the Browse button to locate the file sent from the Fulfillment Group.


Click the Rehost button to execute the license transaction.


When the license has been returned, click the Finish button.


Important:

Once the rehost has completed, Express Server returns to “Evaluation” mode with remaining time from the original Evaluation start date.

You can now uninstall the application from the original machine (see 3.2 Uninstallation Instructions for details).

Express Server can now be licensed on the new machine (see Activate License Online or Activate License Offline for details).


5.6 Return License – Online

The Return License transaction type allows you to permanently return your license to Adlib.

Select the Return License option and click the Next button.



Enter the Activation ID provided by Adlib Fulfillment.


Click the Return button to execute the license transaction.


The status screen will indicate that the return process is in progress.

When the license has been permanently returned, click the Finish button.



Important:

Once the return process has completed, the Express Server returns to “Evaluation” mode with remaining time from the original Evaluation start date.

If you wish, you can now uninstall the application from the system (see 3.2 Uninstallation Instructionsfor details).


5.7 Return License – Offline

Select the Return License option and click the Next button.



Select Step 1 option and enter the original Activation ID provided by Adlib Fulfillment.



Click the Save to File button and choose a location, to save the file to your computer.


You must now process this file using one of the following methods:

a. Copy your Return Request file to a system connected to the internet and access http://www.adlibsoftware.com/AdlibLicenseServices. You can generate a Return Response file for the next step from this website.

b. Submit the Return Request file via email to [email protected]. A Return Response file sent by Adlib (within one business day) can then be used in the next step to complete your license transaction.



Select the Step 2 option and click the Browse button to locate the Response File. Click the Next button.

Click the Return button to execute the license transaction.


When the license has been permanently returned, click the Finish button.


If you wish, you can now uninstall the application from the system (see 3.2 Uninstallation Instructionsfor details).


5.8 License Information

You can review your license details by launching Express Server, then clicking on the Help link, then License Information link.


Appendix A – Software Product Activation FAQ

What is activation?

Software activation is an interactive representation of Adlib's license agreement for our valued customers. Activation protects the intellectual property and innovation delivered within Adlib Software's products.

Adlib Software is committed to preventing unauthorized use of its software using methods designed to have minimal impact on licensed users. When a customer installs an Adlib product that requires activation, the software will automatically attempt to activate via a connection to the Internet. The license information will be sent to Adlib and it will be verified without any action by the customer. For installations without an active internet connection there is a convenient 'offline' method for activating Adlib software products.

The activation process does not transmit any personally identifiable information, except to the extent that IP addresses may be considered personally identifiable in some locations, nor does it limit licensed users' ability to use the software the way they always have under the Adlib End User License Agreement.

How does activation work?

A unique Activation ID is issued to the end user, which corresponds to license rights stored on the Adlib License Server. The Adlib License Manager application (included with the software installation) is used in conjunction with the Activation ID to transfer those license rights to the end user machine; this is referred to as "activating" the license, and is only required to be performed once. Adlib License Manager also supports other license lifecycle transactions, such as transferring ("rehosting") a license from one end user machine to another, upgrading a license, and activating additional licenses.

Why is activation necessary?

To ensure that the software is used in compliance with the product license, in terms of:

i) Concurrent installationsii) Feature setiii) Expiry dateiv) Support/upgrade policies

How can I activate my product license?

In Adlib License Manager (Start/Programs/Adlib or from the Express Server Help menu), select "Activate License". You may choose one of two activation methods:

Online (automatic via Internet)

This method requests an Activation ID and contacts the Adlib License Server directly via the Internet, activating the license automatically without further user interaction. Please note that your network must permit communication through port 80 for this activation method to succeed.

Offline (manual via proxy)

This method requests an Activation ID and generates an XML file that contains the activation request. The request file must be submitted to Adlib for processing, either through the Adlib self-


serve web page (http://www.adlibsoftware.com/AdlibLicenseServices), or by email attachment to [email protected]. Processing returns an XML file that contains the activation response, which must be inputted into Adlib License Manager to complete the activation.

What about evaluation licenses?

The standard 30-day evaluation license is embedded within Adlib License Manager, and therefore does not require an Activation ID or communication with the Adlib License Server. However, you must still activate this license through the "Activate Evaluation" option when you are ready to begin your evaluation period.

Can I extend my evaluation period?

Yes. If you require additional time to evaluate the product, please contact your Adlib representative. Evaluation extensions require an Activation ID and must be activated against the Adlib License Server in the same manner as full product licenses.

Is an Internet connection required for activation?

No. If the machine requiring the activation does not have Internet access, you can use any other Internet-enabled machine as a manual proxy. If this is still not feasible, you can send an offline activation request by regular mail on any portable file storage medium.

How often will the software contact the Adlib License Server?

The Adlib License Server is only contacted by Adlib License Manager during user-initiated license transactions (activations, rehosts and returns). There is no "background" communication with the Adlib License Server. The only exception to this rule is for silent installations, where the installer can be configured to automatically perform an activation.

Does activation transmit any personal information from my machine?

No. A unique machine ID is generated and transmitted to the Adlib License Server when activating, for the purpose of ensuring the uniqueness of each activation. This machine ID acts as a cumulative hardware "signature" and does not include details about the specific make or model of individual hardware components.

Why do offline activations sometimes require more than two steps?

If an end user machine has never performed an activation, its license storage must be initialized by the Adlib License Server before any activations can occur. Initialization is a distinct step that cannot be combined with the activation itself. Because the Adlib License Server cannot know whether an end user machine requires initialization until it receives an activation request, such a request may result in an initialization rather than activation.For online activations, this process is transparent to the end user since Adlib License Manager will automatically submit a new activation request in the event of an initialization response. For offline activations, however, an initialization response will require the user to manually submit a new activation request.

mailto:[email protected]

http://www.adlibsoftware.com/AdlibLicenseServices


Can I activate using my old Customer Number / Serial Number?

No. Please contact your Adlib representative to obtain an Activation ID.

Can I transfer my license to a different machine after activation?

Yes. Select the "Rehost" option in Adlib License Manager to temporarily return your license to the Adlib License Server. The license is now available to be activated on a different machine.

Will I lose my license if I format my hard drive after activation?

No. Simply re-install the software and activate using your original Activation ID. Please note that if you are also making significant hardware changes to the machine, it is recommended that you rehost your license first to ensure that it can be re-activated on the new hardware configuration.

Will activation work in a virtual machine environment?

Yes. Please note that each virtual machine will require its own unique activation. If you plan on virtualizing an existing installation, please be sure to rehost any existing licenses first, so that they can be successfully activated when running the new virtual machine.

How will this impact my Disaster Recovery Plan (DRP)?

The following DRP activities will invalidate an activated license:

i) Restoring a system backup to a different machine.ii) Virtualizing a machine.iii) Moving the boot hard drive to a different machine.

Always be sure to rehost your license before moving to a new machine. If your original machine is irrecoverable and you are unable to perform the rehost, please contact your Adlib representative to obtain a new Activation ID.

Who do I contact if I have any questions or concerns?

Your Adlib representative (+1.905.631.2875), or send an email to [email protected].



Appendix B – Extended CAD Support (eCAD) Licensing FAQThe Extended CAD Support (eCAD) module is a CAD rendering engine that can be licensed for Express Server. The eCAD module supports the conversion of many different CAD file types. For a full list of supported CAD file types, please refer to Appendix C of the Express User Guide (under the “eCAD” column).

In order to activate an eCAD license, a special set of instructions must be followed to ensure it has been properly registered.

1. Apply the Activation ID provided by Adlib which contains the eCAD option. (This will cause the eCAD evaluation watermark to disappear but will still enforce the 1,000 CAD page conversion limit.)

2. Send Adlib the Computer Name that Express Server and eCAD will be installed on. (Right click on “My Computer”, Select Properties, Computer Name. The first part of “Full computer name” is what Adlib needs.)

If the Computer Name is larger than 25 characters eCAD will need to be tied to a system based on IP address instead of the Computer Name.

3. Save the file IGCKey.lic provided by Adlib to the folder where Express Server was installed to (e.g. C:\Program Files\Adlib\Express\ECAD). Please overwrite the evaluation license file(IGCKey.lic) in this location.

Note: The eCAD component can be evaluated but has a conversion limitation of 1,000 CAD pages. This evaluation limitation is not related to the regular Express Server 30-day trial expiration. Once 1,000 CAD pages have been rendered through the eCAD component, the trial for this module will expire.

Note: If the Express Server Activation (including an eCAD license) needs to be rehosted to another system, please contact Adlib.


Appendix C – Windows Server 2008 SupportThe Adlib Process Manager is a service created to resolve issues related to running Express Server as a service on Microsoft Windows Server 2008.

It is responsible for launching Express Server as an application in a defined user session using a Remote Desktop Protocol (RDP). Process Manager (Adlib.ProcessManager.Service.exe) will appear in the services window as "Adlib Process Manager". It should always run as a "Local System" account.

Note: Remote Desktop must be enabled within Windows Server 2008 as Process Manager uses this feature.

Installation

Process Manager is automatically installed by the Express Server installer if Windows Server 2008 is detected as the OS on the machine.

Note: Process Manager will not be installed on Windows Server 2003 based machines (as Express Server can be configured as a regular Windows service under this type of OS).

User Account Control (UAC)

UAC is required to be disabled in order for Express Server to function.

User Account Control (UAC) is Microsoft Windows security infrastructure that prompts the User when tasks are invoked that require administrator privileges. Microsoft added UAC to protect against interactive users from installing applications and services which would normally require Administrator/Super User level permissions.

Express Server is an application that requires launching various processes under an Administrator context (for example, Native Applications) – these activities may trigger UAC prompts that must be acknowledged for each occurrence. Express Server is intended to run as an unattended application –any type of required user interaction, such as acknowledging UAC prompts, would be prohibitive to functioning in this unattended paradigm. It should be configured to run under a special user account that has Administrator level privileges and set to run completely unattended.

To disable UAC:

Start -> Control Panel -> User Accounts -> Change User Account Control settings

Configuration

There are two configuration files that can be altered by Users if changes are required after Express Server has been installed: UserSettings.xml and ProcessManagerInitSettings.xml. Both of these files are detailed below.

Note: Process Manager and its various configuration files are installed under the following folder location:

[drive:]\Program Files (x86)\Adlib\Process Manager


User Settings (UserSettings.xml)

The file UserSetting.xml contains a list of defined user accounts (user name and encrypted password). This file can be modified if different user credentials need to be used to launch Express Server or when the password for the assigned user changes.

Here is a sample of this file:

<?xml version="1.0"?><UserSettings xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <UserList> <User> <UserName>domain\user</UserName> <Password>Enter encrypted password here.</Password> <Description>Change default user name</Description> </User> </UserList></UserSettings>

When populating the <UserName> element it is necessary to use the Domain\Username, not only the username. If a local user account is used, the machine name must be used as the Domain.

Passwords saved to UserSettings.xml must be encrypted. The provided utility Adlib.Security.ProtectUtility.exe should be used on the machine on which the Process Manager service is running to encrypt the password(s). A password encrypted on a different machine other than the one on which the service is running will not be valid.

Run the utility Adlib.Security.ProtectUtility.exe using the following command line:

Adlib.Security.ProtectUtility.exe string_to_protect /r:result_file_name

The utility will output an encrypted string to the console and into the result file (if specified).

Note: The Express Server installation will automatically populate the User Name and Password elements upon install (see the Express Server Installation Guide for details).


Process Manager Settings (ProcessManagerInitSettings.xml)

The file ProcessManagerInitSettings.xml contains settings required to launch Express Server.The ProcessManagerInitSettings.xsd file contains the fully annotated structural definition (schema) for the ProcessManagerInitSettings.xml file.

If you need to change the User Name that will be used to launch Express Server, make this change in the <UserName> element within the ProcessManagerInitSettings.xml file.It is necessary that this User Name exactly matches a corresponding User Name in the UserSettings.xmlfile.

The table below describes the settings supported in ProcessManagerInitSettings.xml.

Table 1 - ProcessManagerInitSettings.xmlSetting Name Permitted Values Notes

ProcessLaunchType

This type indicates if process should be watched (and restarted on failure) after a launch.

LaunchOnce Process will be launched once, no watch will be initiated.

LaunchAndWatch Process will be launched. If it stops working - it will be automatically re-launched.

LaunchAndWatchSession Process will be launched. If session where this process is running is logged off so some reason - process will be automatically re-launched.

StopProcessType

This type indicates how process will be stopped.

DoNotStop Process will not be stopped.DefaultStop Process will be stopped with default

routing. This is a default value.CustomStopCreateFile File will be created in specified location

as a notification for the process to stop.

StopOptionType

Defines how each process will be stopped.

StopType Defines StopProcessType.CustomStopAdditionalInfo Defines additional info (file path to be

created) if StopType is set to CustomStopCreateFile.

ProcessSessionType

This type indicates how process should be launched.

SystemSession Launch process in system session (session 0).

ServiceSystemSession Launch service. Only this value can be used for services, others are valid for applications only

UserSession Launch process in user session. In case of W2K8/W2K8R2 new session will be launched first, and then process will be launched to this session.

UserInitiatedSession For any user session, when someonelogs in, then launch process to this session.

ProcessDependencyType

Defines a dependency of current Process.

ProcessName Process name with extension as it appears in Windows Task Manager. For example "notepad.exe"


ProcessTaskType

Defines process which will be launched by Process Manager.

ProcessName Process name with extension. For example "notepad.exe". For services should be a service name.

ProcessFullPath The full path to the process executable. Can also be an executable name like "notepad.exe", if its path is part of environment variable PATH. Can be empty for a service.

LaunchParams Additional command line parameters (excluding actual executable name).

WorkingDirectory (string) Optional working directory. If empty, directory from "ProcessFullPath" will be used.

ProcessSessionType (ProcessSessionType) Specifies in which session the process will be launched. See ProcessSessionType for more details.

ServerName (string) Optional Server name, useful only for W2K8/W2K8R2 platforms. By default machines host name will be used.

ProcessLaunchType (ProcessLaunchType) This type indicates if the process must be watched (and restarted on failure) after a launch. See ProcessLaunchType for more details.

RetryCountMax (integer) Indicates how many attempts will be made if the process fails to launch. If the process fails to launch due to a login error - no retries will be done. If it set to 0, no retry attempts will be done. If it set to -1, unlimited number of attempts will be performed.

Enabled (Boolean) Enable/Disable launch of the process. Default value is true - Enabled. Should be used mostly for testing/evaluating purposes.

DependencyList List of dependency processes. The can be used to stop processes that must also be stopped should Process Managerstop the specified process.

ProcessDependency (ProcessDependencyType ) Defines each process dependency in the DependencyList.

StopOption (StopOptionType) Optional. Defines how process should be stopped. The default StopOption.StopType is 'DefaultStop'.

DelayStartIntervalInSeconds (number) Indicates if a delay is required before staring the process. Value is in seconds. Default value is 0 - no delay is required.

ProcessManagerInitSettings

The setting used to control the behavior of the process

HeartbeatIntervalSeconds (integer) Interval in seconds of how often Process Manager will attempt to register a heartbeat. Default value is 30 sec.


manager. WatchCheckIntervalSeconds (integer) Sleep interval in seconds between checks that sessions and processes are still alive.

RdpSessionTimeoutSeconds (integer) Total number of seconds Process Manager will wait after initiating new RDP session before failing assuming the attempt to create the RDP session failed (is case new session isnot correctly started).

RdpSessionMaxAttemps (integer) Number of attempts to be done to start new a new RDP session.

WaitForUserSessionIntervalSeconds (integer) Sleep interval between each check if session is started by user or system.

ProcessLaunchRetryIntervalSeconds (integer) Sleep interval in second before doing another attempt to launch a process (if previous attempt failed).

LogOffRdpSessionOnExit (Boolean) Flag which specifies if all RDP sessions opened by Process Manager will be logged off on exit.

CloseProcessesOnExit (Boolean) Flag which specifies whether or not processes should be stopped on exit. Processes should have ProcessLaunchType value set to LaunchAndWatch if CloseProcessesOnExit is true.

CloseServicesOnExit (Boolean) Flag which specifies whether or not services should be stopped on exit. Services should have ProcessLaunchType value set to LaunchAndWatch if CloseServicesOnExit is set to true.

SessionMessageTimeoutSeconds (number) Flag which indicates a delay in seconds before the Process Managerwill send a special key to the session. Should be used only if Interactive Logon Message policy is set on a machine. If 0 - no message will be sent.

KeepSessionAliveIntervalMinutes (number) Flag which indicates a timeout in minutes between attempts to keep RDP session(s) active. This flag can be used if Windows is configured to log off inactive session(s) after specified period of time. Default value is 0 - this feature is off. The value specified must be smaller than the timeout interval specified by the OS RDP management policy, if applicable.

ComponentId (string) Unique Id of each Process Manager for heartbeating. Default value is auto-generated and will have a form of ProcessManager_<MachineName>

ProcessTaskList List of processes (of type ProcessTaskType) to be launched by Process Manager.


ProcessTask (ProcessTaskType) Defines each process that will be launched. See ProcessTaskType for more details.


Appendix D – Contact Adlib SoftwareWeb Site www.adlibsoftware.com

EmailGeneral Inquiries [email protected] Support [email protected] Support [email protected]

Phone 905-631-2875

Fax 905-639-3540

Toll FreeSales 1-866-991-1704Support 1-866-991-1705 (North America Only)

Mail Adlib Software215-3228 South Service Road Burlington, OntarioL7N 3H8 Canada




http://www.adlibsoftware.com/

Express Server Installation Guide

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