Springlake BizFiles Professional Server Configuration

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Springlake BizFiles Professional Server Configuration


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


Server Configuration


Server Setup

Server Tab• Specifying the Server Name

o Server NameThe virtual server name for Springlake server. The name should be using characters from A-Z or 0-9Server name should NOT be changed after the system has go live.

• Server Data PathSpecify the data path.

• Specify Log PathSpecify the log files path. Default is unselected.

• Specify Fulltext PathSpecify the fulltext files path. Default is unselected.


Server Setup

• Server Data PathWhere 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!


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

Content RootServer Name

DocType Name

By Server Time Stamp

Content File with unique object ID, timestamp and type extension

Service dir


Server Setup

• Databaseo In Springlake, the database is used to store metadata

such as document properties, user profiles, role profiles, security profiles, etc.

o Springlake supports the following databasesMicrosoft SQL Server (version 2005 and above)Oracle (version 10g and above)Other database, please contact vendor *

o The database connection is by way of an ODBC connection. It is assumed that the ODBC connection has already been setup.

o Specify the Data Source Name (DSN), Login User and Login Password, and then test the database connection.


Server Setup

• Specifying the Database connectionIt is assumed the MS SQL Server 2008 and the ODBC data source name has been setup.o Database Type

Specify the database type from the list of supported database

o DSN NameThe ODBC data source name

o DSN LoginThe database login user used to access this database.

o DSN Password The corresponding password for the login user.


Server Setup• Database

o 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.

o The [Init DB] button initialize the database for use by Springlake system. This is usually done once only, immediately after system installation.

o 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.


Test Database

Test OK!

Test Failed!

To test the database connectivity, click on the [Test DB] button.


Option Setup


Option Setup

Option Tabo 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.

o Login Service CountThe number of processing thread to service login request.

o Query Service CountThe number of processing thread to service query request.

o Content Service CountThe number of processing thread to service content request.


Option Setup

Option Tabo 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.

o Web Idle Session TimeoutSimilar to Default Idle Session Timeout but this is only for client connecting from WebView client.

o Client Call Server TimeoutThe 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.


Option Setup

Option Tabo Keep Server Log for x Days

Specify the how long the log files should be kept before being cleared.

o Disable System Audit TrailDisable the system audit trails logging. Normal user action is still capture in audit trails.

o Proxy Service ListThis is the broker service address list. In Springlake, clients can only connect to the server services through the broker service.

o Web Server URLFor forming the URL address in emailing document link function (“Send as Link”)


Services Setup


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 SetupThis 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


SSO Setup


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.


Email Setup


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.


License Setup


License Setup

• LicenseIt 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.


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.


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.


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.


Springlake BizFiles Professional Server Configuration

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