Windream Client Installation

windream Client Installation

by windream GmbH Wasserstr. 219 44799 Bochum

Issue: 08/07 – 4.0.0.0

All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form (print, photocopy, or any other form) or by any means without the explicit permission of windream GmbH.

Important Note All information and technical specifications in this book have been collected by the authors with great care. They cannot, however, either guarantee, take legal responsibility for or make any other warranty resulting from the use of this information.

We would also like to point out that all software and hardware logos and names are the exclusive property of the trademark, brand name or patent right holders. These are naturally protected by the appropriate laws and trade agreements. Table of Contents i

Table of Contents

windream Client Installation 1 Introduction 1 windream client computer system requirements 3 System requirements 3 System settings under Windows 2000, Windows XP and Vista 4 Executing the windream client installation 7 Client installation – standard 7 Client installation on server - local server share drive 7 Client installation on terminal server 7 Client setup – installation modes 8 Connecting the windream drive 10 Client setup – starting the installation 11 Computer reboot 11 Installing the windream client (standard installation) 13 Launching the setup program 13 Welcome 13 Licence agreement 13 windream info 14 windream system check 14 Select destination path 14 Settings database server 14 Select program folder 14 Installation summary 14 windream setup complete 14 windream drive mapping 15 Starting windream 16 Update installation – windream client 17 Client installation - local server share drive 18 System requirements 18 Installing the server drive 19 Welcome 19 Licence agreements 19 windream info 19 windream components 19 windream system check 20 Select destination path 20 windream drive 20 VFS-service logon account 21 Configuration database server 22 Select program folder 22 Installation summary 22 windream setup complete 23 After the installation 23 Restrictions of the windream client computers 24 Installing the windream client computer 26 ii Table of Contents

windream components 26 Closing the setup program and mapping the network drive 28 Client installation on terminal servers 31 System requirements 31 Installing the terminal server network driver 32 Welcome 32 Licence agreements 32 windream Info 33 windream components 33 windream system check 33 Select destination path 34 VFS-service logon account 34 Settings database server 35 Select program folder 36 Timestamp 36 Installation summary 37 windream setup complete 37 Connecting the windream drive 39 After the installation 39 Restrictions of the windream terminal clients 40

Index 41 windream Client Installation 1 windream Client Installation

Introduction

The present documentation serves as a guideline for the installation of the windream client. Since windream version 3.6 has been released, the following installation types can be executed via the windream client setup:

• Client installation – standard: The windream client is installed locally with the driver for the windream drive (VFS-driver) on every workstation computer (simulating a network drive). • Client installation on server – local server share drive: The driver for the windream drive (VFS-driver) is installed once and locally on a server which can be accessed by the clients (shared server drive). The windream client is installed with a filter driver (Windows 2000 or higher required) and without VFS-driver on the workstations. • Client installation on a terminal server: In this case, the windream client and the driver for the windream drive (VFS-driver) are installed as terminal server network drivers on a terminal server. This way, the windream client application is available in the Windows terminal server environments as provided by Microsoft and in Citrix MetaFrame as well.

Depending on the question which type of driver is installed for getting access to the windream drive respectively which of the mentioned installation types are to be executed, the windream client setup can be run in the standard mode or in an extended mode.

Installation requirements and procedure The installation description first explains the steps to be executed before the installation of the windream client at the workstations. Depending on the operating system used (Windows 2000, Windows XP or Vista), different system requirements are to be fulfilled, and additional components as well as specific system settings are required.

The requirements to be fulfilled for the installation on a shared server or on a terminal server are explained with the description of the respective installation procedure.

The respective installations are described in separate chapters.

• Client installation - standard – p. 13 f. • Client installation – local server share drive – p. 18 f. • Client installation on a terminal server - p. 31 f. 2 windream Client Installation

Update installation If you have already installed an earlier windream version, you can also execute an update installation via the setup routine.

Note: A switch from a standard client with local server drive to a client with access to the server share incl. filter driver (or the other way round) is not possible via the setup program or via an update installation. In this case, the client application must be uninstalled and the computer must be rebooted. Then, you will have to select the components mentioned in the extended mode and within a new installation process.

Further descriptions This documentation can also be found on the installation CD. The directory for the client installation also contains an HTML readme file named Readme.htm. This file allows to access all windream documentations provided with the installation CD. windream Client Installation 3

windream client computer system requirements

We will now describe the requirements for the installation of the windream client. These requirements are valid for the installation of the windream workstations. The system requirements to be fulfilled for the installation of the server drive on a server share respectively the installation of a windream terminal server network driver are described separately.

System requirements Consider the following minimum system requirements to ensure that the system will work properly.

• Computer with at least 100 mailboxes free hard disk space and • at least one free drive letter for the windream drive.

Operating system

• Windows 2000 with Service Pack 4 or • Windows XP Professional with Service Pack 2 or • Windows Vista Business Ultimate.

Further requirements – additional components Before installing the windream client application, it is required to install specific additional components. The windream installation CD contains the required components, which can be installed from the CD directly.

• Microsoft Internet Explorer 6.0 or higher with Active Desktop must be installed. • Microsoft Scripting Host 5.0 with Java/VB-support and Microsoft Script Control 5.0 must be installed (for executing scripts in windream).

Optional components:

• Microsoft Management Console 1.2 must be installed, if administrative tasks with the windream Management Console shall be executed on this computer. • Microsoft XML 3 (msxml3.dll version 8.10.8303.0) must be installed. This file can be found on the installation CD. On setup execution, the system will check whether MSXML has already been installed on the target system. If not, MSXML will have to be installed manually by executing the EXE-file. • Adobe Acrobat Reader 4.0 or higher must be installed for displaying and printing the documentation. 4 windream Client Installation

Note: If the installation of Microsoft Scripting Host should be required, this has to be executed before installing the windream client. If you install this component during the windream setup, answer the question displayed whether the computer shall be rebooted with No, reboot later. Otherwise, setup will be cancelled at this point.

If the installation of Microsoft Script Control is required, this has to be executed before installing the windream client. Due to an error in the Script Control setup, the predefined path (for example C:\Program Files\Script Control) in the dialog box displayed cannot be changed via the Browse button, but only via a manual entry. Otherwise, the installation of the Script Control will be cancelled with an error. Thus, change the predefined path manually (for example C:\Program Files to D:\Programs).

How to install the additional components 1. Insert the windream CD into your CD-ROM drive of your computer. If the autorun function is enabled, file Autorun.inf will be launched automatically. 2. Select menu item Installation on the start page. 3. Click menu item Additional components. 4. Select the menu item of the first additional component you want to install. 5. Repeat step 4 until all missing components have been installed.

During the following setup process, the system will check whether the required components are available. If important components are missing, a respective message will be displayed in the System check dialog box. The setup process will be cancelled at this point and must be continued after having installed the missing components.

System settings under Windows 2000, Windows XP and Vista After the installation of the additional components, it is required to make the following system settings on Windows NT 4.0, 2000, or XP workstations.

Note: The installing user must be a member of the administrators group to be able to install services and drivers. We recommend an installation under the "Administrator" ID. windream Client Installation 5

Identification of the connected windream workstation Before starting the windream setup, it is required to identify the connected Windows workstations in the network. Depending on the current system configuration (meaning whether a domain controller is available or not), different procedures are necessary.

If a domain controller is available, the current client computer must have an account in the Windows domain from which the windream DMS-service can also receive the windream authentication information. The user account information can be received from:

• a) Windows Active Directory (WinNT-Provider) • b) Windows Active Directory (LDAP-Provider)

Further information can be found in the Readme.txt file on the server CD.

If no domain controller with Active Directory is used, the Windows user account must be created with the same name and password on the windream server and on the windream client, and it must be assigned to the windream administrators group. This configuration is only possible when using the WinNT-provider.

Note: The quick user account switching under Windows XP Professional (available if the computer is not member of a domain) and the simultaneous logon of several users to Windows Vista is not supported. Especially a user B might get access to the documents of a user A in specific cases and mixed system environments (XP and Vista), if the VFS-service has not been stopped before switching.

We will now describe how to switch the network identification of a client under Windows XP. Under Windows 2000 and Vista, this is executed in the same way via the respective commands of the operating system.

How to identify connected workstations with available domain controller 1. Open the dialog box for configuring the network connections, e.g. using command Start>Settings>Network connections. 2. Open the system properties via the network identification command of the Advanced menu. 3. Click Change on the computer name tab page to change the domain. 4. Click the option of being a member of a domain and enter the name of the domain which admnisters the rights for the windream server in the Domain field. 6 windream Client Installation

5. Click OK. 6. Reboot your computer.

How to identify the connected workstations without domain controller 1. Open the dialog box for configuring the network connections, e.g. using command Start>Settings>Network connections. 2. Open the system properties via the network identification command of the Advanced menu. 3. Click Change on the computer name tab page to change the workstation. 4. Select the option of being a member of a work group and enter the name of the desired work group. 5. Click OK. 6. Reboot your computer. windream Client Installation 7

Executing the windream client installation

The following installations can be executed with windream client setup version 3.6 or higher:

• client installation – standard, • client installation on server – local, shared server drive, • client installation on a terminal server.

In any case, the installation of the windream server must be executed separately via the respective setup program.

Client installation – standard The windream server has been installed and is ready to operate. The windream client will be installed on the connected workstations with local client VFS-driver. For this installation type, you execute a standard client installation on the respective workstations (see also chapter "windream client installation - standard", p. 13 f.).

Client installation on server - local server share drive The windream server has been installed and is ready to operate. The VFS-driver shall be installed as a local server share drive. These shares connect the workstations with a drive letter. Depending on the system configuration, the driver can be installed on the windream server itself or on one or several separate servers (server shares). For this installation type, you execute the client setup on these servers in the extended mode (see also chapter "Client installation - local server share drive", p. 18 f.).

Then, you execute the client setup in the extended mode on the connected workstations and install the windream client there without VFS-driver (see also chapter "Client installation - local server share drive", p. 18 f.).

Client installation on terminal server The windream server has been installed and is ready to operate. The windream client will be installed on a terminal server including the terminal server network driver (VFS-driver for terminal server). Depending on the system configuration, the windream client can be installed on one or several terminal servers. In this installation procedure, you execute the client setup on these servers in the extended mode (see also chapter "Client installation on terminal servers", p. 31). 8 windream Client Installation

Client setup – installation modes The client setup routine can be executed in two different modes:

• Standard, • Extended.

The selected mode depends on the question which driver type for access to the windream drive shall be installed and which of the client installations mentioned shall be executed.

Driver type for VFS-driver The driver for the windream drive (VFS-driver) will either be installed locally on each workstation (emulation of a network drive), locally and once on a server which can be accessed by the clients (server share drive) or as terminal server network driver.

Standard In this mode, the following components will be installed without the option of manual selections:

• DMS Connectivity, • Shell and search extensions, • Local network driver (standard).

The VFS-driver will be installed locally as a network driver on the client. The network drive will be connected to the windream drive by configuring a manual network mapping via the Windows Explorer.

Extended In this mode, a dialog for selecting the following components will be displayed:

• DMS Connectivity, • Shell and search extensions, • Local network driver (standard), • Local server share drive, • Access to server share (not for Windows 9x), • terminal server network driver.

windream components (extended mode) The components named DMS Connectivity and Shell and search extensions must always be installed on a windream client. Additionally, you must also select the desired component for the driver type to be installed. windream Client Installation 9

Local network driver (standard) This component installs the local network driver on a client and corresponds to the standard client installation.

Local server share drive This component installs the VFS-driver locally on a server. The drive will be shared. The associated workstations connect the share (e.g. \\Myserver\windream) with a free drive letter. A local VFS- driver installation is not required any more on these clients. The windream client will be installed via the client setup in the extended mode without selecting one of the driver components.

Access to the server share (not Windows 9x) On Windows 2000 or XP workstations, the filter driver required for access to the server share (not Windows 9x) has to be installed in addition to the DMS and Shell / search extension components. Further information can be found in chapter "Server share access", p. 27 and "Filter driver for Server share access", p. 27.

Terminal server network driver This component installs the VFS network driver on a terminal server. Additionally, the client components for DMS connectivity and shell / search extensions will be installed on the terminal server. The drive will be shared. The share (e.g \\Windream\Objects) will be connected with a free drive letter by the Teminal client users.

Note: If – during the client setup – a driver component is installed or updated, the computer must be rebooted after the installation. In other cases and as far as possible, a reboot will be avoided after a new installation.

During update installations of clients without windream driver installations, a reboot will become necessary, if windream modules are still active. This reboot might be avoided, if all windream programs (Control Center, retrieval, DocView, etc.) and all Explorer functions incl. Desktop Explorers have been terminated (via the taskmanager). In this case, the setup program must be started from the taskmanager.

The VFS-service (vfssvc) will be closed by the setup program automatically, but it can also be closed before executing an update from the NT service manager. In this case, the setup program must be started from the task manager to avoid a new Windows Explorer start.

A switch from a standard client with local server driver to a client installation with access to the server share including the driver is not possible via the setup program. For this, the client has to be uninstalled first and the computer has to be rebooted. Then, the 10 windream Client Installation

components have to be selected in the extended mode, if a new installation is executed.

Connecting the windream drive In order to enable windream functions like the document and folder properties, the context menu, the retrieval function or the Explorer views, the windream drive must be connected to a free drive letter (click right mouse button, click command to map the network drive).

The setup program will offer to map the drive automatically (if required, after a reboot). The drive to be connected depends on the driver type installed.

Local network driver (standard client) If the local network driver is installed, you will find a windream share named "Windream\Objects" which is simulated by the driver in the Network neighborhood.

Installation of a local server driver on a separate server (share drive) If a local server driver is installed on a separate server (/), a share named "windream" will automatically be created by the windream VFS-service on this server. This shared drive can be mapped on the client computer in the Network neighborhood.

The drive and the windream server information must be announced to the other windream modules on each client computer using function Select server>Edit... of the windream Control Center. The settings must either be entered manually there, or automatically via the button to create a new list from the Explorer network connections. This is a user-specific setting in the Windows Registry under HKEY_CURRENT_USER. A detailed description of the server selector can be found in the windream user guide and in the online help.

Installation on terminal servers A "windream Terminal Server Network Driver" must be installed on the terminal server. First, a user who has logged on must map the windream drive once. This can also be executed via a logon script. The mapping named "Windream\Objects" which is simulated by the driver can then be found under the windream entry in the network neighborhood. windream Client Installation 11

Client setup – starting the installation If the Autostart of the CD-ROM drive has been enabled, the setup program will be started automatically. If it is disabled, start the setup program manually.

How to start the setup program with automatic CD-ROM start Setup with 1. Insert the windream CD into the CD-ROM drive of your automatic CD-ROM computer. start 2. Click menu item Installation on the windream start page. 3. Select menu item windream installation and then Installation windream client. 4. Depending on the desired installation mode, select option windream client (standard) or windream client (extended). 5. Follow the instructions of the setup assistant.

How to start the setup program manually Starting the setup 1. Insert the windream-CD into the CD-ROM drive of your program manually computer. 2. In the Windows task bar, click Start. 3. Select menu item Programs>Windows-Explorer. 4. In the folder view, switch to the entry of the CD-ROM drive. 5. Double click file Start.exe in the Start folder. 6. Select menu item windream installation and the Installation windream client. 7. Depending on the desired installation mode, select either option windream client (standard) or windream client (extended). 6. Follow the instructions of the setup assistant.

Starting the setup program in extended mode via command line You can also execute the setup program in the extended mode from the command line of an MS DOS window. Thus, open an MS DOS window and start the setup program with command line parameter /WM_EXT. For example

E:\setup\windream\client\setup.exe /WM_EXT

Computer reboot As far as possible, a reboot will be avoided. However, when executing an update installation, this will only be possible in certain cases, if the services (VFS-service) and processes (e.g. Explorer) are closed. 12 windream Client Installation

A reboot will always be necessary after having updated driver components.

If the setup program asks for a reboot at the end of the installation procedure, a new login must be executed after the reboot under the user ID with which the installation has been executed (e.g. administrator).

Then, the setup program will start automatically again to execute the required registrations and configurations and to connect the windream network drive with a drive letter.

If the setup program does not start automatically after the reboot, a reason may be that you have started the setup program from a network drive to which there has not been a connection so far. In this case, please start the windream client setup manually again. You will then receive a respective message.

If no driver component is selected in the client setup, a reboot will be avoided as far as possible. windream Client Installation 13

Installing the windream client (standard installation)

Before starting the windream setup, close all active applications to be able to install windream correctly.

Note: The windream client and the windream server installation may not be executed on the same computer.

Launching the setup program Start the setup program from the installation CD. See also chapter "Client setup – starting the installation", p. 11.

How to start the setup with automatical CD-ROM start setup with 1. Insert the windream-CD into the CD-ROM drive of your automatical CD- computer. ROM start 2. Click menu item Installation on the windream start page. 3. Select menu item windream client. 4. Follow the instructions of the setup assistant.

How to start the setup manually Starting setup 1. Insert the windream-CD into the CD-ROM drive of your manually computer. 2. In the Windows taskbar, click Start. 3. Select menu item Programs>Windows-Explorer. 4. In the folder view, switch to the CD-ROM drive. 5. Start the windream setup with a double click on the program file named Start.exe in folder Start. 6. Click menu item Installation on the windream start page. 7. Select menu item windream client. 8. Follow the instructions of the setup assistant.

Welcome After having started the windream setup, a setup assistant will guide you through the required installation steps.

Licence agreement With the installation of windream, you confirm the licence agreements. 14 windream Client Installation

windream info This dialog displays information on the system requirements of the windream installation. Before continuing the installation, please check whether the requirements are fulfilled. If not, cancel the installation at this point and install the missing components.

windream system check The windream system check will check the system configuration and the installation requirements. If required additional components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box.

In this case, the setup cannot be continued. Cancel the installation. If necessary, install the required components and adjust the required settings. Then, start the setup again.

Select destination path In this dialog box, you enter the destination path for the installation of windream. Apply the preselected target folder or determine a different one via the Browse button.

Settings database server Enter the name and the port of the server on which the windream DMS-Service is installed. The fields are preset, and – usually – you can apply the preselection. If you are not sure, ask your administrator.

Select program folder In this dialog box, enter a name for the folder under which the windream icon will be displayed in the start menu.

Installation summary In the installation summary, all settings will be displayed which you have made during the installation process. Before starting, you will be able to change the settings by clicking the Back button.

Confirm the current settings with Next. The program files will be copied into the destination directory.

windream setup complete Setup will inform you that the installation has been completed successfully with this message. windream Client Installation 15

Computer reboot A reboot might become necessary after the installation to enable registrations and configuration updates. Thus, the setup program will once again be started after the reboot to update the Registry and to connect the network.

If the setup cannot be started automatically after reboot, a respective message will be displayed. In this case, start the setup manually once again (see chapter "How to start the setup program manually", page 13).

Note: When rebooting the computer, you will have to log on to the system with the same user account which you used for installing the windream client.

After having registered the windream Services, you can log on as windream user (not administrator). This user must also connect (map) the windream drive with a drive letter.

windream drive mapping After having installed the windream client successfully, it is required to map the windream drive with a free drive letter on the client (see also p. 10).

The folder to be mapped can be found at \\windream\Objects under Network neighborhood>Complete network>windream.

You can automatically map the drive after having completed the setup and after having rebooted the computer, or you can map the drive manually later.

How to map the windream drive automatically 1. Confirm the question on mapping the windream drive with Yes. 2. In dialog box Map network drive, select the drive letter with which you want to map the share (\\windream\Objects). 3. Enable the checkbox for restoring the mapping on logon. 4. Confirm the entry with OK.

How to map the windream drive manually 1. Open the Windows Explorer. 2. Open command Map network drive of the respective tab page from the Specials menu. 16 windream Client Installation

5. In dialog box Map network drive, select the drive letter with which you want to connect the share (\\windream\Objects). 3. Enter the folder with which the mapping shall be connected in the Folder field. The release can be found under Network neighborhood>Complete network>windream. 4. Enable the checkmark for restoring the mapping on logon. 5. Confirm the entries with OK.

Starting windream After having executed the windream installation successfully, you will now be able to start windream for the first time. Now, the drivers will be activated, and the client computer will be connected to the windream server.

How to start windream 1. Open the windream Control Center with a right mouse click on the windream icon in the system tray. 2. Start the VFS-Service using command VFS Service>Start of the windream Control Center, if it has not been started automatically. windream Client Installation 17

Update installation – windream client

windream offers to execute an update installation from a previous to the current version.

Note: If a previous windream version has already been installed on the target system, only an update installation can be executed. A complete new installation will only be possible after a complete uninstallation of the previous version.

How to execute an update installation 1. Close all windream services. 2. Launch the windream client setup from the installation CD (call setup.exe). 3. Confirm the question whether an update shall be executed with Yes. 4. Reboot your computer after the update installation (see also chapter "Computer reboot", page 15).

Note: After an update, it is required to map the windream drive with a free drive letter (see chapter "windream drive mapping", page 15). 18 windream Client Installation

Client installation - local server share drive

In order to install the server share drive, you first install the VFS-driver on the windream server (not recommended) or on another server. Then, you install the windream client on the connected workstations. The share (e.g.. \\Myserver\windream) must then be connected with a free drive letter on the windream client computers (see also chapter "Installing the windream client", p. 26).

Both installations are executed via the client setup program in the extended mode. See also chapter "Client setup – installation modes ", p. 8.

The installation of the windream server is executed via the windream server setup either on a separate computer or on the shared server.

System requirements The requirements which must be fulfilled for the installation of the windream client on the workstation computers can be found in chapter "windream client requirements", p. 3.

The following requirements are valid for the shared server.

System requirements for the shared server • Windows 2000 server with Service Pack 4 or • Windows 2003 Server with Service Pack 1.

Note: We do not recommend to install the driver on the windream server, but on one or several separate (shared) servers.

Possible problems of the VFS-driver may then lead to problems with the shared servers, but would not affect the windream server itself.

Thus, we recommend to choose a configuration similar to that explained in the following example: windream Client Installation 19

Figure 1: Configuration of a windream installation for a server share drive

In the following description, the shared server will be named as SHARESRV_1 and the windream server as WMDMSSRV.

Installing the server drive Start the setup program from the installation CD on the shared server in the extended mode. See also chapter "Client setup – starting the installation", p. 11.

Welcome After you have started the setup program, the installation assistant will guide you through the required installation steps.

Licence agreements With the installation, you confirm the licence agreements.

windream info Before you continue the installation, check whether the system requirements are fulfilled.

windream components Select the following components in this dialog box: 20 windream Client Installation

• DMS connectivity • Local server drive with share.

Figure 2: windream components for the installation of the server drive with share

Further information can be found in chapter "windream components (extended mode)", p. 8.

windream system check The windream system check will check the system configuration and the installation requirements. If required components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box.

In this case, the setup program cannot be continued. Cancel the installation. If necessary, install the missing components and correct the system settings. Then, start the setup again.

Select destination path In this dialog box, you determine the target folder for the installation of windream. Use the folder which the system suggests or determine another folder via the Browse button.

windream drive Here, you determine a drive letter under which the windream share will be created (see also "Connecting the windream drive", p. 10). windream Client Installation 21

Figure 3: windream drive for the installation of the server drive with share

VFS-service logon account Here, you enter the user-ID under which the windream VFS-service will operate on the shared server. This user account must already exist before executing the setup program. We recommend to use the ID of the windream mainuser.

Figure 4: VFS-Service logon account for the installation of the server drive with share

If the windream DMS-server has been configured with a mainuser whose account has been created on a domain (e.g. 22 windream Client Installation

MYDOMAIN\windream), this domain user must also be determined on the server share.

If the windream DMS-server is configured with a mainuser account which has been created locally on the windream server (e.g. WMDMSSRV\windream), this user account must also be created locally on the server share (e.g. SHARESRV_1\windream). In this case, you enter the ID of the local user during the setup on the server share.

The user determined (windream mainuser) will be added to the group of local administrators by the setup program, and the following system rights will be assigned:

System right SeBatchLogonRight Logon as batch processing job SeCreatePermanentPrivilege Creating permanently shared objects SeCreateTokenPrivilege Creating a token object SeLoadDriverPrivilege Loading and removing device drivers SeServiceLogonRight Logon as service SeTcbPrivilege Acting as a part of the operating system Table 1: System rights of the windream mainuser on the server share

Configuration database server Here, you enter the name and the port of the server on which the windream server is installed. The fields are preset, and – generally - you can apply the presettings.

Select program folder In this field, you enter a name for the program folder under which the windream icon will be displayed in the Start menu.

Installation summary Here, all settings you have made during the installation processs will be displayed as a summary. You can still change the settings by clicking the Back button.

Confirm the current settings with Next. The program files will be copied into the destination directory. windream Client Installation 23

windream setup complete The setup program indicates that the installation is complete with this dialog box.

Computer reboot After having completed the setup procedure, a reboot is required for refreshing and updating the configuration. Thus, the setup program will once again be started after the reboot to update the Registry and the configuration.

A respective message will be displayed, if the setup program cannot be started after the reboot automatically. This may for example happen, if you have launched the setup program from a network drive to which there was no connection at the time of the reboot. In this case, start the windream setup manually again (see also chapter "Client setup – starting the installation", p. 11). You can start the setup in the standard mode (see chapter "Client setup – installation modes", p. 8).

Note: During the computer reboot, you will have to log on with the same user account at the system under which you have also executed the installation (e.g. under the administrator-ID).

Starting the VFS-service After the installation, the VFS-service can be started after having confirmed a respective message, and the start type can be set to Automatical.

After the installation After the installation, you can change the preset name on the server share or adjust the number of threads to be started to the number of users who will access the drive (see chapter "The local server drive on the server share ", p. 23 and "Determining the number of threads for access to the drive ", p. 24).

Then, the windream client installation has to be executed on the connected client workstations (see chapter "Installing the windream client", p. 26).

The local server drive on the server share After the second start of the setup program, a local drive named "windream" occurs under the drive letter determined in the setup program. This drive cannot be accessed locally on the server. The 24 windream Client Installation

windream users known on the DMS-server can now map the share SHARESRV_1\windream on the workstations (map network drive).

By default, the share will be installed under the name "windream" and with a comment "windream server Share" on the shared server. These designators are determined via respective entries in the Registry and can be changed there. Before, you must close the windream VFS- service.

Changing the share designators in the Registry Under key HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\vfsdrv\Parameters\ you can change the name and the comment of the share.

Registry entry Value Share name: ShareName of type windream STRING Comment: ShareComment of windream server Share type STRING

After having changed the Registry entries, the server must be rebooted.

Determining the number of threads for access to the drive By default, a number of threads is preset via an entry in the Registry which can be started as a maximum. Generally, one thread per logged- in user is used. If more users log on to the drive than have been determined in entry MaxThreads, several users will share one thread which may lead to a performance loss. To avoid this, you can adjust the number of threads to be started. A value up to 256 is allowed.

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\vfsdrv\Devices\VfsccomDevice\1

MaxThreads=Dword:00000008

The preset number of threads will be created directly on the driver side and on the service side as well, when the VFS-service is started. We recommend to calculate not more than two users per thread. If more users shall work with the drive, we recommend to configure a further server share.

After having made the changes in the Registry, the windream VFS- service must be closed and started again.

Restrictions of the windream client computers The following restrictions are valid for the connected clients: windream Client Installation 25

1. Indices of deleted, renamed or moved files can "land" (meaning they can be transferred) on new files during Explorer operations. 2. No index events will be created for the files mentioned under 1., meaning that the client service will display no index dialog.

Explanation windream clients which address the share without local driver can browse in the windream drive and create and change files. Changes which have been made via the Windows Explorer underlie the following restrictions:

On a standard client, so called "floating indices" will be created on deleting, renaming or moving operations of applications (except Explorer), which will "land" again when a document is created with the same name. In the same way, indices can also land on a second document, if the first one is renamed or deleted.

This will not happen after respective Explorer operations on a standard client.

In contrast to standard client installations, an installation with server share cannot detect which client process executes an action. Due to this fact, Explorer and other applications (e.g Microsoft Word) cannot be differentiated from each other. A consequence is that these indices will also land again on Explorer operations.

Further on, no index events will be created by the windream server for documents which have received floating indices, and no indexing dialog will be displayed.

A "landing" will only happen, if the same client session executes this action.

The "landing" of floating indices can be limited on the windream DMS-server by setting a timeout value in the Registry.

Under key HKEY_LOCAL_MACHINE\SOFTWARE\A.I.S. GmbH\windream\3.6\Database there is an entry named TTSTimeout of type DWORD, via which you can set the timeout value:

• TTSTimeout value = 0: no timeout (default) • TTSTimeout value > 0: timeout in seconds.

Warning: The setting of a timeout >0 may result in a loss of index information when editing documents e.g. with MS Office applications. The applications save new files partly in temporary files, delete the original file (with index data) and rename the temporary file into the original name, and the indices "land" again. 26 windream Client Installation

If the timeoout value has been set lower than the time the office applications need between deleting the original file and the renaming process of the temporary file, the original indices will be lost.

Note: The restrictions mentioned can be avoided under Windows 2000 and XP. Thus, the filter driver named "Access to server share" will be installed on the windream clients (see chapter "Installing the windream client", p. 26).

Installing the windream client computer Now, you execute the windream client setup program on the workstations. The setup program has been described in chapter "Installing the windream client" (standard installation)", p. 13.

We will now describe those dialogs and settings which diverge from the standard installation.

Start the setup program in the extended mode to install the client without local VFS-driver (see also chapter "Client setup – Starting the installation ", p. 11).

In the windream components dialog box, you select the components to be installed. Further information concerning the respective components can be found in chapter "windream components (extended mode)", p. 8.

windream components Select the following components:

• DMS connectivity, • Shell- and find extensions and (if required) • server share access (not Windows 9x). windream Client Installation 27

Figure 5: windream components – client with access to server share

Server share access With the option named server share access (not Windows 9x) a filter driver can be installed (depending on the operating system) with which the restrictions described under "Restrictions for the windream clients", p. 24 can be avoided.

System requirements for the filter driver • Windows 2000 Professional with Service Pack 4 or • Windows XP Professional with Service Pack 2.

Filter driver for server share access The filter driver transfers the required process information to the server share so that a differentiation between Explorer and the other applications is possible again.

Note: A switch from a standard client with local serverdrive drivers to a client with access to the server share incl. the filter driver is not possible via the setup program. For this, the client must be uninstalled and the computer must be rebooted. Then, the components mentioned must be selected for a new installation in the extended mode.

Restrictions After the installation of the filter driver "Access to server share", a device which can be started manually named windream VFS Filter driver is displayed in the device manager. (The viewing 28 windream Client Installation

type must include hidden devices. The driver can be found under entry Non-PnP-driver and is named "windream VFS Filter driver").

After having executed the windream client setup, the driver is set to being started on demand (tab page Driver from the driver Properties), because

• on the one hand, performance limitations (5-10 %) in file system operations are to be expected, as – for transferring the process information – additional system calls are executed and network traffic is created. • On the other hand, enabling the automatic start type may lead to problems like a system crash. Due to this reason, we do not recommend to change the settings. Instead, a manual start of the driver can be entered in the local Registry.

Under key [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows \CurrentVersion\Run] the following entry can be created:

WindreamLMFilter=net start LMFilter

In order to enable the driver to be started, the logged-on user must be a member of the Windows NT group named Mainusers. Otherwise, access will be denied.

If the driver shall also be started for users who are not members of the group of mainusers, a respective process can be defined in the task manager. Thus, log in under the local administrator ID first. Then, create a scheduled task in the task manager, which executes the "net start LMFilter" command under the local administrator account during the logon process (tab page Schedule of the task properties, execute task on logon).

Closing the setup program and mapping the network drive After having completed the setup program, a reboot might become necessary for refreshing and completing the configuration. Thus, the setup program will be launched once again after the reboot (in standard mode) to update the Registry and to connect the share (see chapter "Client setup – installation modes", p. 8).

Start windream Control Center now Enable this option, if the Control Center shall be started automatically after having completed the setup procedure. You can also start the windream Control Center manually from the Start menu any time you windream Client Installation 29

want (e.g. via command Start>Programs>windream>windream Control Center).

Figure 6: Starting the windream Control Center

Reboot A respective message will be displayed, if the setup program cannot be started automatically again. In this case, start the windream setup program once again manually (see also chapter "Client setup – Starting the installation", p. 11).

Note: When rebooting your computer, you will have to log on to the system under the same user account under which you have also executed the installation of the windream client.

After having registered the windream services, a logon can be executed under the ID of a windream user (not administrator). This user must also connect the share with a drive letter.

Connecting the windream drive After having installed windream successfully, you will still have to map the share (the server drive, e.g. \\Myserver\windream) with a free drive letter on the client. 30 windream Client Installation

Figure 7: Mapping the windream drive

You will be able to map the drive automatically after having completed the setup and after the reboot or to map the drive manually later (see also "Connecting the windream drive with a drive letter", p. 10 and "Connecting the windream drive", p. 10). windream Client Installation 31

Client installation on terminal servers

In order to install windream on a terminal server, you install the windream client including the terminal server network drivers on a terminal server. The installation is executed via the client setup in the extended mode (see also chapter "Client setup – installation modes", p. 8.

The share (e.g. \\Windream\Objects) will then be mapped by the terminal server users on the terminal clients with a free drive letter (Map network drive).

The installation of the windream server is executed via the windream server setup on a separate computer (windream server).

System requirements The requirements which are valid for the installation of the windream client on the workstations are described under "windream client requirements".

System requirements for terminal server network driver • Windows 2000 Server SP4 Terminal Server, • Windows 2003 SP1 Terminal Server or • Citrix MetaFrame in installation mode.

Note: We urgently recommend not to install the windream server on the terminal server, but on a separate computer. Additionally, a separate server should exist as a Domain Controller which administers the user and group profiles.

Thus, you should select a system configuration like that presented in the following example: 32 windream Client Installation

Figure 8: Configuration of a windream installation in terminal server environments

In the following description, the terminal server will be named as TERMSRV_1 and the windream server as WMDMSSRV.

Installing the terminal server network driver Launch the setup program on the terminal server from the installation CD in the extended mode. See also chapter "Client setup – Starting the installation", p. 11.

Attention: Ensure that the terminal server operates in the installation mode. the setup program will switch to this mode by itself. If this should not work, you will have to change the mode before the installation via command change user /install from a command line of a DOS prompt. Via command change user /query you can request the current mode in advance.

Welcome After having started the setup program, the setup assistent will guide you through the installation steps.

Licence agreements with the installation, you confirm the licence agreements. windream Client Installation 33

windream Info Before continuing the installation, please check whether the system requirements are fulfilled.

windream components In this dialog box, you select the following components:

• DMS Connectivity, • Shell- and find extensions, • terminal server network drive.

Figure 9: windream components for the installation of the terminal server

Further information on the respective components can be found in chapter "windream components (extended mode)", p. 8.

windream system check The windream system check checks the system configurations and the installation requirements. If required additional components are missing or if the system settings are incorrect, a respective message will be displayed in the dialog box.

In this case, the setup program cannot be continued. Cancel the installation. If necessary, install the missing components and correct the systerm settings. The, start the setup program again. 34 windream Client Installation

Select destination path In this dialog box, you enter the destination folder for the installation of windream. Apply the suggested folder or choose another one via the Browse button.

Attention: If several terminal servers are used on which windream is installed, please urgently ensure that the same installation path is set on all servers.

VFS-service logon account Here, you enter the user-ID under which the windream VFS-service will operate on the terminal server. This user account must exist before executing the setup program. We recommend to use the ID of the windream mainuser.

Figure 10: Entering the ID of the windream mainuser during the installation of the terminal server

While executing the setup program, the windream mainuser must be determined, under whose ID the windream VFS-service will operate on the terminal server. This user account must already exist before executing the setup program.

If the windream DMS-server has been configured with a mainuser whose account has been created on a domain (e.g. MYDOMAIN\windream), this domain user must also be determined on the terminal server. windream Client Installation 35

If the windream DMS-server is configured with a mainuser account which has been created locally on the windream server (e.g. WMDMSSRV_1\windream), this user account must also be created locally on the terminal server (e.g. TERMSRV_1\windream). In this case, you enter the ID of this local user on the terminal server when executing the setup program.

The user determined (windream mainuser) will be added to the group of local administrators by the setup program, and the following system rights will be assigned:

System right SeBatchLogonRight Logon as batch processing job SeCreatePermanentPrivilege Creating permanently shared objects SeCreateTokenPrivilege Creating a token object SeLoadDriverPrivilege Loading and removing device drivers SeServiceLogonRight Logon as service SeTcbPrivilege Acting as part of the operating system Table 2: System rights of the windream mainuser on the terminal server

Note: After having completed the installation, please check in the local security rules of the system settings (e.g. via command Programs>Administration) whether the rights have been set respectively. If this is not true, you will have to assign the rights manually there.

Settings database server Here, you enter the name and the port of the server on which the windream DMS-service is installed. The fields are preset and generally you can apply the presettings. 36 windream Client Installation

Figure 11: server name of the windream server and port of the TCP-service in a terminal server installation

Select program folder In the Program folder field, you enter a name for the folder under which the windream icon will be displayed in the Start menu.

Timestamp A timestamp will be displayed in this dialog box. This timestamp is required for synchronisation in different terminal server installations. If several terminal servers are used on which windream shall be installed the same timestamp must be entered in the Registry on all servers.

Otherwise, user-defined settings will always be overwritten by default settings.

If the setup program is executed for the first time on the first terminal server, please copy the timestamp displayed so that you can use it for the following setups on further terminal servers. windream Client Installation 37

Figure 12: Timestamp during the terminal server installation

If this is already an installation on a further terminal server, please type the timestamp of the first installation into the input field.

You can check the timestamp in the Registry on the different terminal servers:

HKEY_LOCAL_MACHINE\SOFTWARE\A.I.S. GmbH\windream\3.6\setup

Under this key, the timestamp is entered as a character string with the following format:

Installed = YYYYMMDDHHMMSS

Note: This timestamp entry must be identical on all terminal servers before a user logs in there.

Installation summary In a summary, all settings will be displayed which you have made during the setup routine. You can change settings by clicking Back.

Confirm the current settings with Next. The program files will be copied to the destination directory.

windream setup complete The setup program informs you that the installation process has been completed with this dialog box. 38 windream Client Installation

Computer reboot By default, the setup program requires a reboot. After the reboot, you will have to log on with the same user account with which you have also executed the installation procedure of the windream terminal server driver.

Then, you start the setup program once again manually to execute the required registrations and configurations (see also chapter "Client setup – Starting the installation", p. 11). you can start the setup program in standard mode (see also chapter "Client setup – Installation modes", p. 8).

Note: When rebooting the computer, you will have to log on with the same user account which you also used for installing the windream client.

Terminal server must operate in installation mode Please ensure that the terminal server runs in the installation mode . If this is not true, respective messages will be displayed.

The setup program will be cancelled at this point. Change the mode via command change user /install from a command line of the MS DOS prompt. Then, start the setup again to execute the required registrations and configurations.

Starting the VFS-service After the installation, the VFS-service can be started after having confirmed a respective message, and the start type can be set to Automatic.

Figure 13: Starting the VFS-service and setting the start type

The setup procedure is complete now. The terminal server users will now connect to the share drive (windream drive) with a free drive letter at the associated terminal clients. After the network drive has been mapped, the terminal client users who are entered as windream users can work with windream. windream Client Installation 39

Connecting the windream drive After the second start of the setup program, you can find the share \\Windream\\Objects in the network neighborhood under Network neighborhood>Complete network >windream.

Log on as terminal client user on a connected client and map the windream drive (command Specials>Map network). See also "Connecting the windream drive", p. 10.

Figure 14: Mapping the windream drive – terminal client

You can now work with windream. Further information on the application can be found in the windream documentations.

Note: The share must not be mapped with a drive letter by an administrator who is logged in at the console locally. The mapping may exclusively be executed by real terminal client users, if required by a logon script.

After the installation After the installation, the number of threads to be started can be adjusted to the number of users who will access the drive (see also chapter "Determining the number of threads for access to the drive", p. 39).

Determining the number of threads for access to the drive By default, a number of threads which can be started as a maximum has been preset via a Registry entry . Generally, one thread for each 40 windream Client Installation

logged in user is used. If more users log on to the drive than have been determined in the MaxThreads entry, several users will have to share a thread, which may result in less performance. In order to avoid this, the number of threads to be started can be adjusted. The maximum value allowed is 256.

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\ Services\vfsdrv\Devices\VfsccomDevice\1

MaxThreads=Dword:00000008

The number of threads set will be created automatically on the driver level as well as on the service level when the VFS-service is started. We recommend not to calculate more than two users per thread. If more users shall work with the drive, we recommend to configure a further server share.

After having changed the Registry entries, it is only required to close the windream VFS-service and to restart it.

Restrictions of the windream terminal clients A logon to the DMS-service is executed by the windream terminal server network driver, as soon as an operating system logon to the drive is executed. For this purpose, one windream user licence is needed for each user. As the operating system does not always send the required "Logoff" command when the terminal session is closed, this windream licence will still be in use. At present, this problem can only be solved by providing a respective number of windream user licences.

In addition to this, the restrictions described under "Restrictions of the windream clients", p. 24 should be considered, too:

An installation of the filter driver "Server share access") is NOT possible (see also chapter "Server share access", p. 27). Index 41

F Index Filter driver for server share access 27

I Identification A Workstation 5 Info Access to the server share 9 windream 33 Info windream 19 C Install windream 13 CD-ROM start Installation automatical 13 Additional components 4 Manually 13 windream client 13, 26 CD-ROM Start Installation mode 38 Automatic 11 Manual 11 Client L Installation mode 8 Licence agreement 13 Installation start 11 Licence agreements 19, 32 Client installation Local netwotk driver (standard) 9 Server share drive 1, 7, 18 Local server share drive 9 Standard 1, 7 terminal server 7 Terminal server 31 P terminal server environment 1 Program folder 14, 22 Components Select 36 Additional 3 Extended mode 8 windream 26 R Components 19, 33 Reboot 11, 23, 29, 38 Connect Requirements Drive 39 windream client 3, 18, 31

D S Database server 14, 22, 35 Server drive Destination path 14, 20, 34 Install 19 Dialog box Install with share 1 Data base server 35 Server share Database server 14, 22 Access 27 Destination path 14 Server share drive Destination path 20, 34 Installation 18 Info windream 19 Settings Licence agreements 19, 32 Database server 14, 35 Program folder 14, 22 Setup Summary 22, 37 Complete 14, 23, 37 System check 20, 33 Finish 28 Timestamp 36 Start 13 VFS-service logon account 21 Standard installation 1, 7 VFS-service logon account 34 Start windream components 19 windream 16 windream drive 20 Summary 14, 22, 37 Documentations 2 System check 14, 20, 33 Drive System requirements Map 15 Filter driver 27 Drive letter 20 Server drive 18 Drive mapping 29 Shared server 18 Terminal server network driver 31 42 Index

windream client 3, 18, 31

T Terminal clients Restrictions 40 Terminal server Environment 1 Installation 31 Installation mode 38 Network driver 9 Terminal server 7 Terminal Server Network driver 32 Threads 39 Number of 24 Timestamp 36 TTSTimeout 25

U Update installation 17

V VFS-service Logon account 34 VFS-service logon account 21

W windream client Install 7, 26 Installation mode 8 Installation start 11 windream clients Restrictions 24 windream components 19, 26, 33 Extended mode 8 windream drive Connect 29 Map 15 windream Drive connection 39 windream Info 14 WindreamLMFilter 28 Workstation Identification 5