Field Upgrade Instruction Guide (V2.X to V3.3) Revision 2 6/21/2004

Field Upgrade Instruction Guide (v2.x to v3.3) Revision 2 6/21/2004

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Table of Contents

Section 1: DocSTAR v3.3 Requirements & Installation CD ...... 3 Section 2: DocSTAR v3.3 Field Upgrade Kits (v2.x to v3.3)...... 5 Installation Procedure ...... 7 Appendix A: DocSTAR Approved Scanner List...... 13 Appendix B: ISIS Scanner Drivers found on the DocSTAR v3.3 CD...... 16 Appendix C: Creating Windows 2000 Setup Boot Disks...... 17 Appendix D: Installing Windows 2000 Professional...... 18 Appendix E: Installing Windows 2000 Server ...... 23 Appendix F: Installing SQL Server 2000 (New Install)...... 28 Appendix G: Installing SQL Server 2000 (Upgrading an existing MSDE/SQL Server Database)...... 31

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Section 1: DocSTAR v3.3 Requirements & Installation CD

) This section will familiarize you with the minimum requirements to upgrade to DocSTAR v3.3 Software and the contents of the DocSTAR v3.3 Installation CD.

The following listed minimum requirements must be satisfied before DocSTAR v3.3 Software can be installed. Please keep in mind, although the minimum requirements may be satisfied, performance may not be adequate. For this reason, there is a recommended specification (for better performance) next to the minimum requirement for hardware. Note: The upgrade to DocSTAR v3.3 should only be performed by DocSTAR Certified Service Engineers.

DocSTAR Host System Requirements

Hardware Minimum Requirement Recommended Processor Pentium III based Pentium 4 based DocSTAR Host DocSTAR Host RAM 128 MB 512 MB (or higher) SVGA Monitor 256 Color 32-bit Color 800 x 600 Resolution 1024 x 768 Resolution Hard Drive Space 200 MB 200 MB (or higher) (for installation of software) Scanner See Appendix A: Approved See Appendix A: Approved Scanner List or visit Scanner List or visit www.docstar.com www.docstar.com Software Minimum Requirement Recommended Operating System MS Windows 2000 MS Windows 2000 Professional or Server Professional or Server Existing DocSTAR Software DocSTAR Version 3.3 DocSTAR Version 3.3 Version (Host) Essential, Workgroup or Essential, Workgroup or Departmental Departmental ISIS Scanner Driver 32-bit only 32-bit only Adobe Acrobat Reader Acrobat Reader 5.0 Acrobat Reader 6.01

* If the DocSTAR Host is currently running DocSTAR v2.2x or lower, it must first be upgraded to DocSTAR v2.3x, then upgraded to v3.3.

DocSTAR Client Requirements

Hardware Minimum Requirement Recommended Processor Pentium III Pentium III (or higher) RAM 128 MB 128 MB (or higher) SVGA Monitor 256 Color 32-bit Color 800 x 600 Resolution 1024 x 768 Resolution Hard Drive Space 100 MB 100 MB (or higher) (for installation of software) CD-ROM For Installing Software For Installing Software Software Minimum Requirement Recommended Operating System Windows 98 Windows 2000 Professional or Server Microsoft Internet Explorer MS IE 5.0 MS IE 6.0 Adobe Acrobat Reader Acrobat Reader 5.0 Acrobat Reader 6.01 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 3

The DocSTAR v3.3 Installation CD The DocSTAR v3.3 Installation CD contains the following:

\DOCSTAR - The DocSTAR 3.3 installation directory, contains SETUP.EXE which performs the installation and all other setup programs and files.

\ADOBE- Adobe Acrobat Reader 6.01 installation, required to display PDF documents within DocSTAR and for viewing online documentation. The Adobe Acrobat Reader version 6.01 will be installed automatically by the DocSTAR Setup program if it is no prior version of Acrobat Reader or Acrobat is found. The installation program is AR500ENU.EXE.

\ASPI - Adaptec ASPI check and installation utility, required to upgrade and use ASPI on all Windows platforms. ASPICHK.EXE will examine your ASPI layer and confirm proper versions. The current ASPI version is 4.71. ASPIINST.EXE will upgrade your ASPI layer to the latest version. ASPIINST.EXE will upgrade your ASPI layer to the latest version.

\DOCS - Contains the PDF documentation for DocSTAR 3.3. Users Guide.pdf and Admin Guide.pdf are provided. Requires installation of the Adobe Acrobat reader (see above) to display PDF files.

\IE6- Contains Microsoft Internet Explorer 6.0 installation program. This is launched automatically by the DocSTAR 3.3 setup if needed.

\ISIS - Contains ISIS scanner driver installation programs for most scanner vendors DocSTAR had shipped with. Note that DocSTAR 3.3 does not install scanner drivers. You must use the ISIS installation program provided with your scanner. DocSTAR v3.3 uses 32-bit ISIS scanner drivers only.

\MDAC - The Microsoft Data Access Components version 2.7 setup program. This is used by the DocSTAR 3.3 setup program if needed.

\MSDE2000- The Microsoft Database Engine 2000 with Service Pack 3 setup directory customized for DocSTAR. This is used by the DocSTAR 3.3 setup program if needed.

Page 4 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Section 2: DocSTAR v3.3 Field Upgrade Kits (v2.x to v3.3)

) This section will help you verify that you are prepared and allow enough time for the upgrade procedure.

Note: Panasonic Dunord and Okidata DOC-IT Scanners must be replaced when upgrading to DocSTAR v3.3.

All existing DocSTAR View, View/File, and Scan Station licenses must be upgraded to DocSTAR v3.3 as well as the DocSTAR Host.

In addition, if upgrading to Microsoft Windows 2000 Server and/or Microsoft SQL Server 2000, you must purchase the appropriate number of Client Access Licenses for these products.

Upgrade Kit Descriptions

Essential Level Upgrade

DS3-UPG-200 DocSTAR v3.3 Essential Software & Host License Certificate and Symantec WinFax Pro 10.0. DS3-UPG-201 DocSTAR v3.3 Essential Software & Host License Certificate, P4 CPU w/DVD-RAM Drive (no boot device), Microsoft Windows 2000 Professional, and Symantec WinFax Pro 10.0. (Must already have a bootable RAID). DS3-UPG-202 DocSTAR v3.3 Essential Software & Host License Certificate, P4 CPU w/DVD-RAM Drive, System Hard Drive (40GB), Microsoft Windows 2000 Professional, and Symantec WinFax Pro 10.0 (Pre- loaded). DS3-UPG-203 DocSTAR v3.3 Essential Software & Host License Certificate, P4 CPU w/DVD-RAM Drive, Bootable Internal RAID (80GB), Microsoft Windows 2000 Professional, and Symantec WinFax Pro 10.0 (Pre- loaded).

Workgroup Level Upgrade

DS3-UPG-210 DocSTAR v3.3 Workgroup Software & Host License Certificate and Symantec WinFax Pro 10.0. DS3-UPG-211 DocSTAR v3.3 Workgroup Software & Host License Certificate, P4 CPU w/DVD-RAM Drive (no boot device), Microsoft Windows 2000 Professional (or Server w/(5)CALs if ordered with ‘S’ designation), and Symantec WinFax Pro 10.0. (Must already have a bootable RAID). (Rack Mount Case Available- add ‘A’ to end of Item # when ordering, Cube Case Available- add ‘B’ to end of item# when ordering). DS3-UPG-212 DocSTAR v3.3 Workgroup Software & Host License Certificate, P4 CPU w/DVD-RAM Drive, System Hard Drive (40GB), Microsoft Windows 2000 Professional (or Server w/(5)CALs if ordered with ‘S’ designation), and Symantec WinFax Pro 10.0 (Pre-loaded). (Rack Mount Case Available- add ‘A’ to end of Item # when ordering, Cube Case Available- add ‘B’ to end of item# when ordering).

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 5

DS3-UPG-213 DocSTAR v3.3 Workgroup Software & Host License Certificate, P4 CPU w/DVD-RAM Drive, Bootable Internal RAID (120GB), Microsoft Windows 2000 Professional (or Server w/(5)CALs if ordered with ‘S’ designation), and Symantec WinFax Pro 10.0 (Pre-loaded). (Rack Mount Case Available- add ‘A’ to end of Item # when ordering, Cube Case Available- add ‘B’ to end of item# when ordering).

Departmental Level Upgrade

DS3-UPG-220 DocSTAR v3.3 Departmental Software & Host License Certificate, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. DS3-UPG-221 DocSTAR v3.3 Departmental Software & Host License Certificate, P4 CPU w/DVD-RAM Drive (no boot device), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. (Must already have a bootable RAID). (Rack Mount Case Available- add ‘A’ to end of Item # when ordering, Cube Case Available- add ‘B’ to end of item# when ordering). DS3-UPG-223 DocSTAR v3.3 Departmental Software & Host License Certificate, P4 CPU w/DVD-RAM Drive, Bootable Internal RAID (120GB), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0 (Pre-loaded). (Rack Mount Case Available- add ‘A’ to end of Item # when ordering, Cube Case Available- add ‘B’ to end of item# when ordering).

Enterprise Level Upgrade

DS3-UPG-230 DocSTAR v3.3 Enterprise Software & Host License Certificate w/an Enterprise View License Certificate for (10) users, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. DS3-UPG-231B DocSTAR v3.3 Enterprise Software & Host License Certificate w/an Enterprise View License Certificate for (10) users, Dual P4 CPU w/DVD-RAM Drive (no boot device), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. (Must already have a bootable RAID). (Rack Mount Case Available- substitute ‘A’ for ‘B’ at end of Item # when ordering). DS3-UPG-233B DocSTAR v3.3 Enterprise Software & Host License Certificate w/an Enterprise View License Certificate for (10) users, Dual P4 CPU w/DVD-RAM Drive, Bootable Internal RAID (120GB), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. (Pre-loaded). (Rack Mount Case Available- substitute ‘A’ for ‘B’ at end of Item # when ordering). DS3-UPG-233B1 DocSTAR v3.3 Enterprise Software & Host License Certificate w/an Enterprise View License Certificate for (10) users, Dual P4 CPU w/DVD-RAM Drive, Bootable External RAID-5 (320GB), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. (Pre-loaded). DS3-UPG-233A1 DocSTAR v3.3 Enterprise Software & Host License Certificate w/an Enterprise View License Certificate for (10) users, Rack-Mount Dual P4 CPU w/DVD-RAM Drive, Rack-Mount Bootable External RAID-5 (320GB), Microsoft Windows 2000 Server w/(5) CALs, Microsoft SQL Server 2000, and Symantec WinFax Pro 10.0. (Pre-loaded).

Page 6 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Installation Procedure

) Required Hardware/Software: Upgrade Kit and DocSTAR Techdisk CD, all required DocSTAR v3.3 Licenses, all required Microsoft Windows 2000 Server Client Access Licenses (CALs), and all required Microsoft SQL Server 2000 Client Access Licenses (CALs). In addition, you will need: APC Powerchute Plus Software (if an APC Back-UPS Pro w/cable is present) ISIS Scanner Driver Software (if not on DocSTAR Techdisk CD, see Appendix B)

) Installation Steps: 1. Run Database Checkup (all upgrade kits) Estimated completion time: 30 minutes (if no errors are encountered) a. Verify that all documents have been permanently filed and completed. The Inbox and Review Box should be empty. b. Purge or Undelete all documents in the Undelete Box. The Undelete Box should be empty. c. Run the DocSTAR DB Check tool using the DocSTAR Technician Utility program (DSTechUtil.exe) ‘DB Check’ option and select ‘Make all checks’. d. Review the DBCheck.log file for any potential errors. Correct potential errors before proceeding to the next step. (Contact DocSTAR Technical Support for assistance if necessary). 2. Upgrade to v2.3x (required for systems running v2.2x and prior) Estimated completion time: 30 minutes a. If the DocSTAR Host is currently running v2.2x or lower, you must upgrade the database to v2.3 first. b. Run the DocSTAR v2.3 Setup program. At the end of the setup program, DBUpdate.exe will automatically be launched to update the Database. Click ‘OK’, the Database will be updated. Click ‘Close’ and reboot the system. 3. Backup Existing DocSTAR Data (all upgrade kits) Estimated completion time: 20 minutes + time to transfer \DOCS folder to network storage media from RAID device if required (approx. 20 minutes/GB on a 100Mbps Network) a. Close all open programs. b. Insert a formatted removable disk into the removable disk drive (with enough space to fit the entire C:\DOCSTAR directory and C:\MSSQL7\DATA directory If upgrading from v2.4 or SE). c. Copy the C:\DOCSTAR directory and its contents to the removable disk. d. If existing DocSTAR Host is running v2.4 or SE, then stop the SQL Service Manager and copy the C:\MSSQL7\DATA directory and its contents to the removable disk also. e. If there is an existing RAID, copy the entire \DOCS folder from the data partition of the existing RAID device to a Network Storage Media as a backup. f. Using the DocSTAR Administration Program, select ‘Paths’ and record the Archive and Two-Tier Storage Paths. ¾ Archive Path=______(for example, E:\ARCHIVE) ¾ Two-Tier Path=______(for example, D:\DOCS) If there is an existing RAID. 4. Install Existing Removable Disk Drive into New DocSTAR CPU (if existing drive is not a 4.7GB DVD-RAM drive and you are using a CPU Upgrade Kit) Estimated completion time: 20 minutes a. Shut Down the existing DocSTAR Host.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 7

b. Disconnect and remove the existing Removable Disk Drive from the existing DocSTAR Host. c. Install the existing Removable Disk Drive into the new DocSTAR Host. Do not install the old SCSI card into the new system. Remember to properly set the SCSI ID and Termination for the existing Removable Disk Drive so that it does not conflict with the new DVD-RAM Drive (which is terminated and set to SCSI ID 0). 5. Install existing Internal RAID (if existing internal RAID will be new boot device in CPU Upgrade Kit) Estimated completion time: 20 minutes a. Shut Down the existing DocSTAR Host. b. Install the RAID Bays, Carriers (w/drives), Controller Card and Cables. c. Verify that there is no system hard drive attached to the motherboard in the new DocSTAR Host. If there is a system hard drive, remove it and change the motherboard BIOS setting to ‘None’ for the Primary Master IDE device. 6. Install Microsoft Windows 2000 Professional or Server (if upgrading the Operating System from Windows 98 on an existing Bootable RAID) Estimated completion time: 2 hours a. If installing Windows 2000 Professional follow the installation instructions provided in Appendix D. b. If installing Windows 2000 Server follow the installation instructions provided in Appendix E. 7. Uninstall DocSTAR v3.3 and Microsoft SQL Server 2000 (if existing DocSTAR Host was running v2.4 or SE and upgrading using CPU upgrade w/pre-loaded boot device) Estimated completion time: 20 minutes a. Double-click Add/Remove Programs from the Control Panel, and uninstall DocSTAR 3.3. Then delete the C:\DocSTAR directory. b. Double-click Add/Remove Programs from the Control Panel and uninstall SQL Server 2000. Then delete the C:\MSSQL7 and C:\Program Files\Microsoft SQL Server 2000\MSSQL7\DATA directory. c. Reboot the DocSTAR Host. 8. Restore Existing DocSTAR Data (if upgrading to new boot device or upgrading the Operating System) Estimated completion time: 20 minutes + time to transfer \DOCS folder from network storage media to new RAID device (if required, 20 minutes/GB on a 100Mbps Network) a. Copy the \DOCSTAR directory and its contents back onto the C:\ partition from the Removable Disk Drive. If a DOCSTAR directory already exists on the C:\ partition, just copy on top of it. b. If upgrading to a new internal RAID device, copy the entire \DOCS folder from the Network Storage Media to the data partition of the new internal RAID device (If a large enough Network Storage Media was available in step 3). If a large enough media was not available, then you may reload the image disks into the RAID device using the Two-Tier utilities later in step 13. 9. Install Microsoft SQL Server 2000 Estimated completion time: 30 minutes c. If existing DocSTAR Host was running v2.3, follow the installation instructions provided in Appendix F. d. If existing DocSTAR Host was running v2.4 or SE, follow the installation instructions provided in Appendix G. 10. Install DocSTAR v3.3 Software Estimated completion time: 20 minutes

Page 8 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

**Special Note: The first time that the v3.3 Setup Program is run it will automatically detect and upgrade the ZyLab Index to a dtSearch Index. Estimated additional completion time for index conversion to dtSearch: approximately 2,500 - 10,000 documents/hour (this varies depending on system speed and amount of indexed information per document). You can use the Administration Program Page Statistics to determine how many documents will be converted and estimate the amount of time necessary to complete the conversion. You may have to run it overnight or over a weekend depending on the amount of time necessary. The customer should not be using the system while the conversion is running (since this is a processing intensive procedure). a. Using the DocSTAR Installation CD, install DocSTAR v3.3 software as the appropriate edition. The installation program will automatically detect the old DocSTAR database, convert it, transfer it into the new DocSTAR database, and rename the old DocSTAR database to Document.old. 11. Program Hardware Key Licenses Estimated completion time: 20 minutes a. With all of your DocSTAR v3.3 license certificates in hand, call DocSTAR Technical Support to obtain the proper authorization codes to allow you to program the new licenses into the hardware key. Note: All existing Host and Client licenses must be upgraded at the same time. 12. Convert Image Disk Volumes (If desired. Required if not using RAID and coming from Windows 3.11) Estimated completion time: 2 hours/Image Disk Volume a. You may choose to convert the customer’s Image Disk Volumes to the new DVD-RAM format. b. To convert the Image Disk Volumes, copy the entire contents of an existing Image Disk Volume to a blank DVD-RAM Disk that has the same Volume Label as the existing Image Disk Volume. 13. Load Image Disk Volumes into RAID (if using RAID) Estimated completion time: 45 minutes/650MB PD Image Disk Volume 45 minutes/640MB MO Image Disk Volume 2 hours/2.6GB MO Image Disk (both sides) 4 hours/5.2GB MO Image Disk (both sides) 4 hours/4.7GB DVD-RAM Image Disk Volume a. You may now choose to load any or all of the customer’s existing Image disk volumes into the RAID device, if installed. b. Using the Two-Tier Utilities from the Administration Program, select ‘Move Archived Volume to Two-Tier’ and insert the image disk volume to be loaded. Enter the Volume Label of the image disk volume as the Source and select ‘Start.’ Repeat this process for each Image Disk Volume to be loaded into RAID. 14. Convert Existing Annotation (.ant) Files to New Annotation (.art) Files Estimated completion time: 1 Annotated Page Converted/sec a. Using Windows Explorer, open the C:\DOCSTAR\TECHDISK directory and double-click the ANTCONV.EXE icon. Login as Admin. Select from the Volume list box and click Begin. The conversion should begin and the conversion progress will be displayed until completed. 15. Install Scanner and 32-bit ISIS Scanner Driver (if scanning at DocSTAR Host) Estimated completion time: 30 minutes a. Verify that the scanner being used is on the DocSTAR Approved Scanner List, see Appendix A.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 9

b. Shut Down host, attach scanner and verify the SCSI settings (ID, termination) are correct. Turn on the Scanner then turn on the Host. c. To install 32-bit ISIS Scanner Driver, see Appendix B. 16. Install WinFax Pro 10.0 for Fax Services Estimated completion time: 20 minutes a. Install WinFax Pro 10.0, with the default settings, using the WinFax Pro 10.0 CD (the CD should automatically run upon insertion, if not run the Setup.exe program) b. After the installation has been completed it may be necessary to run the ‘Program Setup’ tool to configure the following options (It is recommended that the remaining options be left as default. See the Fax Services Guide.pdf, in the DocSTAR directory, for more information): ¾ Dialing and Location ¾ Modems and Communication Devices ¾ Receive ¾ Send ¾ User c. Verify that the WinFax Pro Controller is running in the System Tray and is present in the Startup Group (the WinFax Pro Controller must be running in order to send and receive faxes from DocSTAR. (Use the WinFax Pro Message Manager to view send/receive logs and the Outbox). d. Verify that WinFax Pro is the selected Fax Server for DocSTAR by running the DocSTAR Administration Program, selecting ‘Host Settings’, selecting ‘Other Settings’, and selecting ‘Symantec WinFax’ from the drop down list. 17. Verify Proper Operation of New DocSTAR Host Estimated completion time: 45 minutes a. Verify that all the settings in the DocSTAR Administration Program are correct such as Host Setup (Host Name, Paths, Two-Tier Storage), Filing (Current Archive Volume, Enable/Disable Audit Trails), Backup/Restore (Backup Path, Enable Nightly Backup). b. Verify that the new DocSTAR Host is functioning properly by performing a search on a previously filed document and viewing the document to verify that drive letters have not changed, making the documents non-viewable until the situation is corrected. If documents are not viewable, call DocSTAR Technical Support. c. If client stations will be running Auto Import, Print Import, or Image Import Software you must create a Full Access share for the C:\DOCSTAR\DATABASE directory on the Host. You must then map a drive letter on the client station back to that share, re-install Print Import or Image Import, select the mapped drive letter (for example G:\) as the location of the DocSTAR Database. d. If you will be using the DocSTAR v3.3 built-in Auto Import from a DocSTAR Host, it is recommended that you specify an Auto Import location that is not on the DocSTAR Host (for example \\Susan\Scan or H:\Scan). e. In addition: ¾ To use the DocSTAR v3.3 built-in Auto Import and specify an import location on another machine you must change the DocSTAR Host Service Logon Account from Local System Account to a specific account (such as the Administrator account). You may change the Logon account by going to Control Panel and double- clicking Administrative Tools, double-clicking Services, double- clicking the DocSTAR Host Service, then selecting the Log On Tab and changing the Logon Setting from Local System Account to

Page 10 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

This Account, and specify the account (such as the Administrator account). ¾ To use Print Import 3.x you must edit the registry to disable Opportunistic File Locking. You may do this by selecting \Start\Run and type regedit. Select HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services \lanmanserver\parameters. Right-click parameters and select New. Then select DWORD Value and type Enableoplocks and press Enter. The value assigned automatically should be zero. Reboot the system. 18. Install/Upgrade Remote Stations Estimated completion time: 15 minutes per client station a. If DocSTAR v2.x is currently installed on a client station, delete the entire C:\DOCSTAR directory, the C:\WINDOWS\PIXTRAN (or C:\WINNT\PIXTRAN) directory, and the DOCSTAR.INI file in the Windows directory (C:\WINDOWS or C:\WINNT). b. Install DocSTAR v3.3 Software onto the client station and reboot the station. c. Verify proper operation of the client station. If the client fails to connect to the DocSTAR Database, verify that DocSTAR is visible on the network through Network Neighborhood or My Network Places. Note: If using TCP/IP there must be a valid DNS or WINS Server on the network to provide Name Resolution. If there is not a valid DNS or WINS Server on the network you may create or modify the LMHOSTS file on each client station to provide Name Resolution. First check to see if an LMHOSTS file already exists.

On Windows 9x/ME it will be located in the C:\Windows directory. On Windows NT/2000 it will be located in the C:\Winnt\system32\drivers\etc directory. On Windows XP it will be located in the C:\Windows\system32\drivers\etc directory.

Note: Do not confuse LMHOSTS with LMHOSTS.SAM (sample file provided on every windows machine), although they should be in the same directory.

If LMHOSTS does exist you may modify it by opening it in Notepad and adding the following entry on a line by itself (for a DocSTAR Host Name of DOCSTAR and a static IP Address of: 192.168.1.150):

192.168.1.150 DOCSTAR

Then save the changes, rebooting is not necessary.

If LMHOSTS does not exist you may create one. To do this, use Notepad to create a text file named LMHOSTS (with no .txt extension, you must verify this) and add the following entry on a line by itself (for a DocSTAR Host Name of DOCSTAR and a static IP Address of: 192.168.1.150):

192.168.1.150 DOCSTAR

Then save the file to the location specified above for the client station operating system, rebooting is not necessary.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 11

19. Contact DocSTAR Technical Support for Assistance (if required) a. If there is any problem in searching or viewing existing documents or scanning, filing, searching, or viewing new documents, contact DocSTAR Technical Support.

Page 12 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Appendix A: DocSTAR Approved Scanner List

DocSTAR Flatbed Color Duplex Max Max ADF Scanning Speed Average Recommended Approved Resolution Paper Capacity *(8.5” x 11” Daily for use with Scanner Size pages, portrait) Volume Canon DR3020 40 ppm (simplex) Workgroup Pro, 100 (300 x 150 dpi) 3,000 No No Yes 300 dpi 8.5”x14” Departmental, sheets pages 44 ipm/22 ppm Enterprise (duplex) (300 x 150 dpi) Canon DR3060 43 ppm (simplex) Workgroup Pro, 100 (300 x 150 dpi) 3,000 No No Yes 300 dpi 8.5”x14” Departmental, sheets 86 ipm/43 ppm pages Enterprise (duplex) (300 x 150 dpi) Canon 43 ppm DR3080C (simplex, B&W) Workgroup Pro, 100 (300 x 150 dpi) 3,000 No Yes Yes 300 dpi 8.5”x14” Departmental, sheets 86 ipm/43 ppm pages Enterprise (duplex, B&W)) (300 x 150 dpi) Canon 45 ppm DR4080U (200 dpi, simplex) Workgroup Pro, 200 3,000 Yes No Yes 600 dpi 11”x17” Departmental, sheets pages 82 ipm/41 ppm Enterprise (200 dpi, duplex)

Canon DR5020 90 ppm Workgroup Pro, 500 5,000 No No Yes 400 dpi 11”x17” (simplex) Departmental, sheets pages (200 x 100 dpi) Enterprise

Canon DR5080C 90 ppm Workgroup Pro, 500 5,000 No Yes Yes 400 dpi 11”x17” (200 x 100 dpi) Departmental, sheets pages (simplex, B&W) Enterprise

Canon DR5060F 87 ppm Workgroup Pro, 500 5,000 No No Yes 300 dpi 11”x17” (simplex) Departmental, sheets pages (200 x 100dpi) Enterprise

Fujitsu Scan Yes 8.5”x11.7” Workgroup, Partner 10C 3 pass (flatbed) 10 ppm 500 Workgroup Pro, Yes No 300 dpi 50 sheets from 8.5”x14” (200 dpi, B&W) pages Departmental, flatbed (ADF) Enterprise

Fujitsu Scan 8.5”x11.7” Workgroup, Partner 15C (flatbed) 15 ppm 500 Workgroup Pro, Yes Yes No 300 dpi 50 sheets 8.5”x14” (200 dpi, B&W) pages Departmental, (ADF) Enterprise

Fujitsu Scan 8.5”x11.7” Workgroup, Partner 600C (flatbed) 15 ppm 500 Workgroup Pro, Yes Yes No 600 dpi 50 sheets 8.5”x14” (200 dpi, B&W) pages Departmental, (ADF) Enterprise

Panasonic KV-SS50EX Workgroup Pro, 40 ppm 3,000 No No No 300 dpi 8.5”x14” 80 sheets Departmental, (200 dpi) pages Enterprise

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 13

Appendix A: DocSTAR Approved Scanner List (cont’d)

DocSTAR Flatbed Color Duplex Max Max ADF Scanning Speed Average Recommended Approved Resolution Paper Capacity *(8.5” x 11” Daily for use with Scanner Size pages, portrait) Volume Panasonic KV-SS55EX 40 ppm (200 dpi, simplex) Workgroup Pro, 3,000 No No Yes 300 dpi 8.5”x14” 80 sheets Departmental, pages Enterprise 40 ipm/20 ppm (200 dpi, duplex) Panasonic KV-S2055L 50 ppm Workgroup Pro, 300 (200 dpi, simplex) 5,000 No No Yes 600 dpi 8.5”x14” Departmental, sheets pages Enterprise 100 ipm/50 ppm (200 dpi, duplex)

Panasonic KV-S2055W 50 ppm (200 dpi, simplex) Workgroup Pro, 300 5,000 No No Yes 600 dpi 11”x17” Departmental, sheets pages Enterprise 100 ipm/50 ppm (200 dpi, duplex) Panasonic KV-S2065L 62 ppm (200 dpi, simplex) Workgroup Pro, 300 5,000 No No Yes 600 dpi 8.5”x14” Departmental, sheets pages Enterprise 116 ipm/58 ppm (200 dpi, duplex) Panasonic KV-S2065W 62 ppm (200 dpi, simplex) Workgroup Pro, 300 5,000 No No Yes 600 dpi 11”x17” Departmental, sheets pages Enterprise 116 ipm/58 ppm (200 dpi, duplex) Panasonic KV-S6040 Workgroup Pro, 200 45 ppm 3,000 Yes No No 600 dpi 11”x17” Departmental, sheets (200 dpi) pages Enterprise

Panasonic 45 ppm KV-S6045 (200 dpi, simplex) Workgroup Pro, 200 3,000 Yes No Yes 600 dpi 11”x17” Departmental, sheets 82 ipm/41 ppm pages Enterprise (200 dpi, duplex)

Panasonic KV-S6050 Workgroup Pro, 200 55 ppm 3,000 Yes No No 600 dpi 11”x17” Departmental, sheets (200 dpi) pages Enterprise

Panasonic KV-S6055 55 ppm (200 dpi, simplex) Workgroup Pro, 200 3,000 Yes No Yes 600 dpi 11”x17” Departmental, sheets pages Enterprise 92 ipm/46 ppm (200 dpi, duplex)

Page 14 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Appendix A: DocSTAR Approved Scanner List (cont’d)

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 15

Appendix B: ISIS Scanner Drivers found on the DocSTAR v3.3 CD

To install an ISIS Scanner Driver you must run the setup.exe program for the scanner you are using. Follow the on-screen prompts to complete the installation. Then launch DocSTAR and press the ‘Scan’ button, then press the ‘Select Scanner’ button, select the appropriate scanner driver, and press ‘OK’. Note: For the Panasonic KV-S2055L, KV-S2055W, KV-S6045, KV-S2065L, KV-S2065W, KV-S6050, and KV-S6055 scanners you must select KVS Series from the scanner selection box.

The ISIS drivers for the following scanners can be found on the DocSTAR v3.x CD (in the location specified next to the scanner name):

Canon DR-3020 \DocSTAR\Drivers\ISIS\Canon\3020 Canon DR-5020 \DocSTAR\Drivers\ISIS\Canon\5020 Canon DR-5080C \DocSTAR\Drivers\ISIS\Canon\5020 Fujitsu ScanPartner 10C \DocSTAR\Drivers\ISIS\Fujitsu\ScanPartner 10C Fujitsu ScanPartner 15C \DocSTAR\Drivers\ISIS\Fujitsu\ScanPartner 15C Kodak i50 \DocSTAR\Drivers\ISIS\Kodak\Kodak i60 Kodak i60 \DocSTAR\Drivers\ISIS\Kodak\Kodak i60 Panasonic KV-SS50EX \DocSTAR\Drivers\ISIS\Panasonic\ss25 Panasonic KV-SS55EX \DocSTAR\Drivers\ISIS\Panasonic\ss25 Panasonic KV-S2055L \DocSTAR\Drivers\ISIS\Panasonic\s2055 Panasonic KV-S2055W \DocSTAR\Drivers\ISIS\Panasonic\s2055 Panasonic KV-S6045 \DocSTAR\Drivers\ISIS\Panasonic\s6045 Panasonic KV-S2065L \DocSTAR\Drivers\ISIS\Panasonic\s2065 Panasonic KV-S2065W \DocSTAR\Drivers\ISIS\Panasonic\s2065 Panasonic KV-S6050 \DocSTAR\Drivers\ISIS\Panasonic\s2065 Panasonic KV-S6055 \DocSTAR\Drivers\ISIS\Panasonic\s2065 Ricoh IS-01 \DocSTAR\Drivers\ISIS\Ricoh\420 Ricoh IS-420 \DocSTAR\Drivers\ISIS\Ricoh\420

Note: It may be necessary to upgrade the Scanner Firmware in order to use these ISIS Drivers with the Panasonic Scanners listed. Please refer to Service Bulletin #6008.

For all other ISIS drivers you will need to run the ISIS driver setup program provided on the driver disk that was supplied with the scanner.

Page 16 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Appendix C: Creating Windows 2000 Setup Boot Disks

To create the Windows 2000 Setup Boot disks, complete the following procedure.

Note: The Setup boot disks for Windows 2000 Professional are different than the setup boot disks for Windows 2000 Server. When “Professional or Server” is listed below it signifies one or the other not both.

1. Label four 1.44 MB floppy disks with the appropriate product name, as follows:

Windows 2000 Professional or Server Setup Boot Disk Windows 2000 Professional or Server Setup Disk #2 Windows 2000 Professional or Server Setup Disk #3 Windows 2000 Professional or Server Setup Disk #4

2. Insert the Microsoft Windows 2000 CD-ROM into the CD-ROM drive. 3. If the Windows 2000 CD-ROM dialog box appears prompting you to upgrade to Windows 2000, click NO. 4. Open a Command Prompt window by selecting Start\Run, type command and press ENTER. 5. At the command prompt, change to your CD-ROM drive. For example, if your CD-ROM drive letter is E, type e: and press ENTER. 6. At the command prompt, change to the Bootdisk folder by typing cd bootdisk and pressing ENTER. 7. If you are creating the setup boot disks from a computer running MS-DOS, a Windows 16-bit operating system or Windows 9x, type makeboot a: (where a: is the name of your floppy disk drive) and then press ENTER. If you are creating the setup boot disks from a computer running Windows NT or Windows 2000, type makebt32 a: (where a: is the name of your floppy disk drive) and then press ENTER.

Windows 2000 displays a message indicating that this program creates the four setup boot disks for installing Windows 2000 from a CD-ROM. It also indicates that four blank formatted high-density floppy disks are required.

8. Press any key to continue.

Windows 2000 displays a message prompting you to insert the disk labeled Disk 1. (This is the disk you labeled Windows 2000 Professional or Server Setup Boot Disk.)

9. Insert the blank formatted disk labeled Windows 2000 Professional or Server Setup Boot Disk into drive A, and then press any key to continue.

After Windows 2000 creates the disk image, it displays a message prompting you to insert the disk labeled Disk 2.

10. Remove Disk 1, insert the blank formatted disk labeled Windows 2000 Professional or Server Setup Disk #2 into drive A, and then press any key to continue.

After Windows 2000 creates the disk image, it displays a message prompting you to insert the disk labeled Disk 3.

11. Remove Disk #2, insert the blank formatted disk labeled Windows 2000 Professional or Server Setup Disk #3 into drive A, and then press any key to continue.

After Windows 2000 creates the disk image, it displays a message prompting you to insert the disk labeled Disk 4.

12. Remove Disk 3, insert the blank formatted disk labeled Windows 2000 Professional or Server Setup Disk #4 into drive A, and then press any key to continue.

After Windows 2000 creates the disk image, it displays a message indicating that the imaging process is done.

13. At the command prompt, type exit and then press ENTER. 14. Remove the disk from drive A and the CD-ROM from the CD-ROM drive.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 17

Appendix D: Installing Windows 2000 Professional

¾ Before you begin to install Windows 2000 Professional, VERIFY that you have backed up the necessary files according to the procedure in the proper upgrade scenario for your upgrade situation.

¾ Windows 2000 Professional setup 1. Insert the Windows 2000 Professional CD-ROM into the CD-ROM drive.

2. Restart the computer, If you have an IDE DVD-RAM/R drive Windows setup should automatically launch. If you have a SCSI DVD-RAM drive you will have to refer to Appendix C to create Setup Boot Floppy Disks to run Windows Setup.

3. If an Internal RAID is being used as the boot device, press F6 as soon as the blue setup screen appears with the white bar at the bottom prompting you to “Press F6, if you need to install drivers for a Mass Storage Controller”. This will make Windows 2000 prompt you to install the driver for a Mass Storage Device after Setup Disk 2 has been inserted. You will not see any confirmation of having pressed F6 at this time.

4. If an Internal RAID is being used as the boot device (and you pressed F6 in step 3).

Setup prompts you to specify additional device because it could not determine the type of one or more mass storage devices in your system.

a. Verify which Promise Controller is in your machine. It will either be the FastTrak66 or FastTrak100.

b. At this time insert the Promise Controller Driver floppy disk, press S, and then press ENTER.

Setup prompts you to select the SCSI Adapter to be used from the list. The list should contain choices for Windows XP, 2000, and NT. If you do not see these choices you may have inserted the wrong disk.

c. Using the down (↓) arrow key select the appropriate driver, either “Win2000 Promise FastTrak66 (tm) Controller” or “Win2000 Promise FastTrak100 TX2/TX4 (tm) Controller” and press ENTER.

Setup displays a screen stating that “Setup will load support for the following mass storage device(s)”. “Win2000 Promise FastTrak66 (tm) Controller” or “Win2000 Promise FastTrak100 TX2/TX4 (tm) Controller” should be displayed.

d. Press ENTER to continue.

5. Read the Welcome To Setup screen and press ENTER to continue.

Setup displays the Windows 2000 Licensing Agreement screen.

6. Read the licensing agreement, and then press F8 to agree with the licensing terms.

Setup prompts you to select an area of free space or an existing partition on which to install Windows 2000.

If you are installing to a bootable RAID device, verify that your RAID device is currently set up with a C:\ and a D:\ Partition. The C:\ partition should be anywhere from 10GB – 20GB and the D:\ Partition should be the remainder of the space available. If this is not the case, create a C:\ partition of at least 10GB and once Windows has been installed you can use the remaining space to create the D:\ partition. If you need assistance contact DocSTAR Technical Support.

7. Press ENTER to select the default C: partition.

If the partition already has an operating system installed on it, Setup displays a caution message indicating that installing on this partition may cause the other operating system to function improperly. If you see this message, press C to continue installing.

Page 18 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Setup displays the installation information screen. The installation partition displayed should be C:. If it is not C: then you may press ESC to change the partition selection to C:. At the bottom of the screen you are presented with formatting options.

8. Select ‘Format the partition using the NTFS file system’ to re-format the C:\ partition using NTFS.

Re-formatting the partition this way will allow you to do a CLEAN install of Windows 2000, this helps to avoid compatibility issues that may otherwise occur.

9. If the partition is already formatted, Setup displays a caution message indicating that formatting this drive will delete all files on it. If you see this message, press F to proceed with formatting the drive.

Setup formats the hard disk, examines it, and then copies files to the Windows 2000 installation folders. This might take several minutes. It then initializes Windows 2000.

10. When Setup prompts you to restart the computer, press ENTER.

11. The computer restarts, and the Windows 2000 Professional Setup wizard appears.

12. Click NEXT to continue.

Setup detects and installs devices. This might take several minutes. Setup configures NTFS folder and file permissions for the operating system files, detects the hardware devices in the computer, and then installs and configures device drivers to support the detected hardware. This process will take several minutes.

If an internal RAID is being used Setup will display a ‘Digital Signature Not Found’ window and ask if you want to continue the installation. Click Yes to continue.

Setup then prompts you to customize Windows 2000 for different regions and languages.

13. Select the appropriate system locale, user locale, and keyboard layout, or ensure that they are correct for your language and location, and then click NEXT to continue.

Setup displays the Personalize Your Software page, prompting you for your name and organization name.

14. In the Name box, type the customer name; in the Organization box, type the name of the organization. Click NEXT.

Setup displays the Your Product Key page, prompting you for the 25-character Product Key that appears on the sticker affixed to your CD case or OEM software package.

15. Type the 25-character Product Key that appears on the back of your CD case or OEM software package in the five Product Key boxes, and then click NEXT.

Setup displays the Computer Name and Administrator Password page.

16. Type DOCSTAR in the Computer Name box.

Note that Windows 2000 displays the computer name in all capital letters, no matter how you type it in.

17. Leave the Administrator Password box and the Confirm Password box blank. Administrator and User account information can be modified later if desired.

Setup displays the Date And Time Settings page.

18. On the Date And Time Settings page, confirm that the Date & Time setting and the Time Zone setting are correct for your location.

19. Select the ‘Automatically Adjust Clock For Daylight Saving Changes’ check box and then click NEXT.

20. Setup displays the Network Settings page and automatically installs network software. This will take a few moments.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 19

Setup displays the Installing Components page, displaying the status as Setup copies files to install and configure Windows 2000 components. This process will take several minutes.

Setup then displays the Performing Final Tasks page and displays the status as Setup installs Start- menu items, registers components, saves settings, and removes any temporary files. This process will also take several minutes.

The Completing The Windows 2000 Setup Wizard page appears.

27. Remove the CD-ROM from the CD-ROM drive, and then click Finish to continue setting up Windows 2000 Professional.

The computer restarts, and the Welcome To The Network Identification Wizard appears. ¾ Configure your network (on the DocSTAR Host) 28. To use the Welcome To The Network Identification Wizard, click NEXT.

The Users Of This Computer page appears.

29. Select ‘Users Must Enter A User Name And Password To Use This Computer’, and then click NEXT.

The Completing The Network Identification Wizard page appears.

30. Click FINISH. ¾ Log on as Administrator (on the DocSTAR Host) 31. In the Log On To Windows dialog box, ensure that it says Administrator in the User Name box, and leave the Password box blank.

32. Click OK.

If the Found New Hardware Wizard screen appears, verify that the ‘Restart The Computer When I Click Finish’ check box is cleared and then click FINISH to complete the Found New Hardware wizard.

The Getting Started With Windows 2000 dialog box appears.

33. Clear the ‘Show This Screen At Startup’ check box, and then click EXIT to close the ‘Getting Started With Windows 2000’ dialog box. ¾ Enable the Guest Account (on the DocSTAR Host) 34. From Start Menu\Control Panel\Administrative Tools\ Computer Management\System Tools\Local Users and Groups\ Users\Guest, right-click the Guest Account from the right pane and select ‘Properties’. Uncheck ‘Account is disabled’.

If the site requires tighter security, then the DocSTAR Host must be logging into their Domain and they must administer the rights through their Domain or each client station that connects to DocSTAR must have a valid user account created on the DocSTAR Host.

¾ Windows 2000 installation steps for the DocSTAR Host 35. Once the Windows 2000 Installation has been completed, you will need to install some additional Windows 2000 drivers and software, which are found on the DocSTAR Techdisk CD v2.0 (as well as the DocSTAR FTP site: ftp://ftp.docstar.com/). Use the checklist below as a sample guide:

(ASUS Motherboard Driver & USB Driver (if an ASUS Pentium 4 Main Board is present ٱ

(ATI XPERT 2000 Video Card (if present and not detected ٱ

Adaptec ASPI Layer software v4.71 ٱ

(Driver for Panasonic SCSI DVD-RAM or IDE DVD-RAM/R drive (if present ٱ

(Driver for Alladin PCI Parallel Port card (if present ٱ

Page 20 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

(Driver for Intel Pro/100S Desktop Network Card (if present and not detected ٱ

(Driver for Intel Modem (if present ٱ

(Driver for Zoom Modem (if present ٱ Physically identify which modem is installed by opening the case and checking if it is a Zoom ISA or PCI modem. If it is a Zoom PCI modem you will also have to identify the model number (3025L or 3025N). The model number can be found on the label affixed to the back of the Zoom PCI modem.

In addition you may have to install the following Utility Software from the appropriate CDs:

(APC Powerchute Plus Software (if an APC UPS w/serial cable is attached ٱ Insert the APC Powerchute Plus Software CD, it should automatically launch the setup program. If it does not automatically launch the setup program, Double-click on ‘My Computer’ and double- click on the CD-ROM drive letter. Follow the prompts to complete the installation.

(Promise FastCheck RAID Controller Utility Software (if present ٱ

Diskeeper 7.0 Workstation Software (purchased separately or supplied w/ v3.1 DocSTAR ٱ Systems) Insert the Diskeeper 7.0 Workstation Software CD, it should automatically launch the setup program. If it does not automatically launch the setup program, Double-click on ‘My Computer’ and double-click on the CD-ROM drive letter. Follow the prompts to complete the installation. Once installed, automatically scheduled it to defragment the C:\ partition continuously for one hour daily between 12 midnight and 1:00am.

¾ Final Windows 2000 Step: Optimizing Video Settings (on the DocSTAR Host) 36. From Start Menu\Control Panel\Display select the Settings tab at the top.

37. In the ‘Colors’ selection box, select ‘True Color (32 bit)’.

38. In the ‘Screen Area’ selection box, select ‘1024 by 768’.

39. Press the Advanced button and change the ‘Font Size’ selection to ‘Large Fonts’.

The change system font dialog box will appear. Click OK. DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 21

40. Click OK again.

The change system font dialog box will re-appear.

41. Click YES.

The general dialog box will appear stating that required files are already installed on your hard disk and will ask if you would like to skip file copying and use the existing files.

42. Click YES.

You will see The Display Properties box again.

43. Click APPLY.

The Display Properties dialog box will appear.

44. Click OK.

The Monitor Settings dialog box will appear.

45. Click YES.

The System Settings Change dialog box will appear and ask if you want to restart your computer now.

46. Click YES to restart the system.

Page 22 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Appendix E: Installing Windows 2000 Server

¾ Before you begin to install Windows 2000 Server, VERIFY that you have backed up the necessary files according to the procedure in the proper upgrade scenario for your upgrade situation.

¾ Windows 2000 Server setup 1. Insert the Windows 2000 Server CD-ROM into the CD-ROM drive.

4. If an Internal RAID is being used as the boot device (and you pressed F6 in step 3).

Setup prompts you to specify additional device because it could not determine the type of one or more mass storage devices in your system.

a. At this time insert the Promise Controller Driver floppy disk, press S, and then press ENTER.

b. Setup prompts you to select the SCSI Adapter to be used from the list. The list should contain choices for Windows XP, 2000, and NT. If you do not see these choices you may have inserted the wrong disk.

c. Using the down (↓) arrow key select the appropriate driver, either “Win2000 Promise FastTrak66 (tm) Controller” or “Win2000 Promise FastTrak100 TX2/TX4 (tm) Controller” and press ENTER.

d. Press ENTER to continue.

5. Read the Welcome To Setup screen and press ENTER to continue.

Setup displays the Windows 2000 Licensing Agreement screen.

6. Read the licensing agreement, and then press F8 to agree with the licensing terms.

Setup prompts you to select an area of free space or an existing partition on which to install Windows 2000.

7. Press ENTER to select the default C: partition.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 23

8. Select ‘Format the partition using the NTFS file system’ to re-format the C:\ partition using NTFS.

Re-formatting the partition this way will allow you to do a CLEAN install of Windows 2000, this helps to avoid compatibility issues that may otherwise occur.

Setup formats the hard disk, examines it, and then copies files to the Windows 2000 installation folders. This might take several minutes. It then initializes Windows 2000.

10. When Setup prompts you to restart the computer, press ENTER.

11. The computer restarts, and the Windows 2000 Server Setup wizard appears.

12. If necessary, click NEXT to continue.

Setup then prompts you to customize Windows 2000 for different regions and languages.

13. Select the appropriate system locale, user locale, and keyboard layout, or ensure that they are correct for your language and location, and then click NEXT to continue.

Setup displays the Personalize Your Software page, prompting you for your name and organization name.

14. In the Name box, type the customer name; in the Organization box, type the name of the organization. Click NEXT.

Setup displays the Your Product Key page, prompting you for the 25-character Product Key that appears on the sticker affixed to your CD case or OEM software package.

15. Type the 25-character Product Key that appears on the back of your CD case or OEM software package in the five Product Key boxes, and then click NEXT.

Setup displays the Licensing Modes screen, prompting you to select a licensing mode. By default, the Per Server licensing mode is selected. Setup prompts you to enter the number of licenses you have purchased for this server.

16. Select the Per Server Number of concurrent connections radio button, type (the # of Windows 2000 Server Client Access Licenses (CALs) purchased) for the number of concurrent connections, and then click NEXT.

Setup displays the Computer Name and Administrator Password page.

17. Type DOCSTAR in the Computer Name box.

Note that Windows 2000 displays the computer name in all capital letters, no matter how you type it in.

18. Leave the Administrator Password box and the Confirm Password box blank and place a check in the ‘Blank Password’ checkbox by clicking in the box with the mouse. Administrator and User account information can be modified later if desired.

Setup displays the Windows 2000 Components screen, indicating which Windows 2000 system components Setup will install. Make sure to install only the components selected by default during setup.

19. Click NEXT.

Setup displays the Modem Dialing Information page.

20. Ensure that the correct country and region is selected.

Page 24 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

21. Type in the correct area code or city code.

22. If you dial a number to get an outside line, type in the correct number.

23. Ensure that the correct phone system is selected, and then click NEXT.

Setup displays the Date And Time Settings page.

24. On the Date And Time Settings page, confirm that the Date & Time setting and the Time Zone setting are correct for your location.

25. Select the ‘Automatically Adjust Clock For Daylight Saving Changes’ check box and then click NEXT.

Setup displays the Network Settings page and automatically installs network software. This will take a few moments. After the files are copied, the Setup program prompts you to choose whether to use typical or custom settings for configuring network components.

26. Ensure that the Typical Settings option is selected, and click NEXT.

Setup displays the Workgroup Or Computer Domain page.

27. If you know the necessary network settings (you should discuss this with the Network Administrator), you may enter them now. Otherwise, select the option ‘No, This Computer Is Not On A Network, Or Is On A Network Without A Domain’ and ensure that WORKGROUP appears in the Workgroup Or Computer Domain box, and click NEXT.

Setup displays the Installing Components page, displaying the status as Setup copies files to install and configure Windows 2000 components. This process will take several minutes.

The Completing The Windows 2000 Setup Wizard page appears.

28. Remove the CD-ROM from the CD-ROM drive, and then click Finish to continue setting up Windows 2000 Server.

The computer restarts, and the Welcome To The Network Identification Wizard appears. ¾ Log on as Administrator (on the DocSTAR Host) 29. Log on by pressing Ctrl+Alt+Delete.

30. In the Log On To Windows dialog box, ensure that it says Administrator in the User Name box, and leave the Password box blank.

31. Click OK.

If the Found New Hardware Wizard screen appears, verify that the Restart The Computer When I Click Finish check box is cleared and then click FINISH to complete the Found New Hardware wizard.

Windows 2000 displays the Microsoft Windows 2000 Configure Your Server dialog box. From this dialog box, you can configure a variety of advanced options and services.

32. Select the I Will Configure This Server Later radio button, and click NEXT.

33. From the next screen that appears, clear the Show This Screen At Startup check box.

34. Close the Configure Your Server screen.

¾ Windows 2000 installation steps for the DocSTAR Host

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 25

35. Once the Windows 2000 Installation has been completed, you will need to install some additional Windows 2000 drivers and software, which are found on the DocSTAR Techdisk CD (as well as the DocSTAR FTP site: ftp://ftp.docstar.com/). Use the checklist below as a sample guide:

(ASUS Motherboard Driver & USB Driver (if an ASUS Pentium 4 Main Board is present ٱ

(ATI XPERT 2000 Video Card (if present and not detected ٱ

Adaptec ASPI Layer software v4.71 ٱ

(Driver for Panasonic SCSI DVD-RAM or IDE DVD-RAM/R drive (if present ٱ

(Driver for Alladin PCI Parallel Port card (if present ٱ

(Driver for Intel Pro/100S Desktop Network Card (if present and not detected ٱ

(Driver for Intel Modem (if present ٱ

In addition you may have to install the following Utility Software from the appropriate CDs:

(Promise FastCheck RAID Controller Utility Software (if present ٱ

(Diskeeper 7.0 Server Software (purchased separately or supplied w/ v3.1 DocSTAR Systems ٱ Insert the Diskeeper 7.0 Server Software CD, it should automatically launch the setup program. If it does not automatically launch the setup program, Double-click on ‘My Computer’ and double- click on the CD-ROM drive letter. Follow the prompts to complete the installation. Once installed,

Page 26 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

automatically scheduled it to defragment the C:\ partition continuously for one hour daily between 12 midnight and 1:00am.

¾ Final Windows 2000 Step: Optimizing Video Settings (on the DocSTAR Host) 36. From Start Menu\Control Panel\Display select the Settings tab at the top.

37. In the ‘Colors’ selection box, select ‘True Color (32 bit)’.

38. In the ‘Screen Area’ selection box, select ‘1024 by 768’.

39. Press the Advanced button and change the ‘Font Size’ selection to ‘Large Fonts’.

The change system font dialog box will appear. Click OK.

40. Click OK again.

The change system font dialog box will re-appear.

41. Click YES.

The general dialog box will appear stating that required files are already installed on your hard disk and will ask if you would like to skip file copying and use the existing files.

42. Click YES.

You will see The Display Properties box again.

43. Click APPLY.

The Display Properties dialog box will appear.

44. Click OK.

The Monitor Settings dialog box will appear.

45. Click YES.

The System Settings Change dialog box will appear and ask if you want to restart your computer now.

46. Click YES to restart the system.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 27

Appendix F: Installing SQL Server 2000 (New Install)

¾ SQL Server 2000 setup 1. Write down the 25-digit CD-Key number found on the label affixed to the SQL Server 2000 CD-ROM.

25-Digit CD-Key Number:______

2. Insert the SQL Server 2000 CD-ROM into the CD-ROM drive. SQL Server 2000 Setup should automatically launch. If it does automatically launch, double-click ‘My Computer’ from the desktop and double-click on the CD-ROM drive icon to launch setup.

Setup displays the Main Setup window.

3. Select SQL Server 2000 Components.

Setup displays the Install Components window.

4. Select Install Database Server.

Setup displays the SQL Server Installation Wizard window.

5. Click Next.

Setup displays the Computer Name Selection window.

6. Verify that Local Computer is selected. Click Next.

Setup displays the Installation Selection window.

7. Verify that Create a new instance of SQL Server, or install Client Tools is selected. Click Next.

Setup displays the User Information window.

8. Enter the Customer’s name and company information. Click Next.

Setup displays the Software License Agreement window.

9. Read the agreement. Click Yes.

Setup displays the CD-Key window.

10. Enter the 25-Digit CD-Key Number from step 1. Click Next.

Setup displays the Installation Definition window.

11. Verify that Server and Client Tools is selected. Click Next.

Setup displays the Instance Name window

12. Verify that the Default checkbox is selected. Click Next.

Setup displays the Setup Type window.

13. Verify that Typical is selected. Click Next.

Setup displays the Services Accounts window.

14. Verify that Use the same account for each service. Auto start SQL Server Service. is selected. Also verify, in the Service Settings area, that Use the Local System account is selected. Click Next.

Setup displays the Authentication Mode window

15. Verify that Mixed Mode (Windows Authentication and SQL Server Authentication) is selected. Also enter the password spudspud in both the password and confirm password boxes, this will be the password for the sa account. Click Next.

Page 28 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Setup displays the Start Copying Files window.

16. Click Next.

Setup displays the Choose Licensing Mode window.

17. Verify that Processor License for is selected and enter ‘1’ for the number of processors. Click Continue.

Setup displays the Microsoft Data Access Components 2.6 Setup window. You may see a Shutting Down Tasks window, if so click Next to continue.

18. Click Finish.

Setup displays status as Setup copies files to install and configure SQL Server 2000 components. This process will take several minutes.

Setup then displays the Setup Complete window.

19. Click Finish to complete the SQL Server 2000 Setup.

20. Reboot the DocSTAR Host. ¾ SQL Server 2000 Service Pack 2 setup 21. Insert the SQL Server Service Pack 2 CD into the CD-ROM drive. Double-click ‘My Computer’ from the desktop and double-click on the CD-ROM drive icon. From the root directory double-click on the setup.bat file to launch the setup program.

Setup displays the SQL Server 2000 Service Pack 2 Installation Wizard window.

22. Click Next.

Setup displays the Computer Name window.

23. Click Next.

Setup displays the Software License Agreement window.

24. Read the agreement. Click Yes.

Setup displays the Instance Name window.

25. Click Next.

Setup displays the Connect to Server window.

26. Verify that The SQL Server system administrator login information (SQL Server authentication) is selected. Also verify that the Enter sa password box contains the password spudspud. Click Next.

Setup displays the Start Copying Files window.

27. Click Next.

Setup displays status as Setup copies files to install and configure SQL Server 2000 components. This process will take several minutes. You may see a Shutting Down Tasks window, if so click Next to continue.

Setup then displays the backup window and asks you to backup the master and msdb databases.

28. Click OK.

Setup displays the Setup Complete window.

29. Click Finish.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 29

30. Reboot the DocSTAR Host.

Page 30 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3

Appendix G: Installing SQL Server 2000 (Upgrading an existing MSDE/SQL Server Database)

¾ SQL Server 2000 setup 1. Write down the 25-digit CD-Key number found on the label affixed to the SQL Server 2000 CD-ROM.

25-Digit CD-Key Number:______

Setup displays the Main Setup window.

3. Select SQL Server 2000 Components.

Setup displays the Install Components window.

4. Select Install Database Server.

Setup displays the SQL Server Installation Wizard window.

5. Click Next.

Setup displays the Computer Name Selection window.

6. Verify that Local Computer is selected. Click Next.

Setup displays the Installation Selection window.

7. Verify that Upgrade, remove, or add components to an existing instance of SQL Server is selected. Click Next.

Setup displays the CD-Key window.

8. Enter the 25-Digit CD-Key Number from step 1. Click Next.

Setup displays the Instance Name window

9. Verify that the Default checkbox is selected. Click Next.

Setup displays the Existing Installation window

10. Verify that Upgrade your existing installation is selected. Click Next.

Setup displays the Upgrade window

11. Verify that the Upgrade my SQL Server Tools and data checkbox is selected. Click Next.

Setup displays the Connect to Server window.

12. Verify that The SQL Server system administrator login information (SQL Server authentication) is selected. Also verify that the Enter sa password box is spudspud. Click Next.

Setup displays the Start Copying Files window.

13. Click Next.

Setup displays the Choose Licensing Mode window.

14. Verify that Processor License for is selected and enter ‘1’ for the number of processors. Click Continue.

DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3 Page 31

Setup displays the Microsoft Data Access Components 2.6 Setup window. You may see a Shutting Down Tasks window, if so click Next to continue.

15. Click Finish.

Setup displays status as Setup copies files to install and configure SQL Server 2000 components. This process will take several minutes. Setup will also run multiple scripts to update the database. This will also take several minutes.

Setup then displays the Setup Complete window.

16. Click Finish to complete the SQL Server 2000 Setup.

17. Reboot the DocSTAR Host. ¾ SQL Server 2000 Service Pack 2 setup 18. Insert the SQL Server Service Pack 2 CD into the CD-ROM drive. Double-click ‘My Computer’ from the desktop and double-click on the CD-ROM drive icon. From the root directory double-click on the setup.bat file to launch the setup program.

Setup displays the SQL Server 2000 Service Pack 2 Installation Wizard window.

19. Click Next.

Setup displays the Computer Name window.

20. Click Next.

Setup displays the Software License Agreement window.

21. Read the agreement. Click Yes.

Setup displays the Instance Name window.

22. Click Next.

Setup displays the Connect to Server window.

23. Verify that The SQL Server system administrator login information (SQL Server authentication) is selected. Also verify that the Enter sa password box is spudspud. Click Next.

Setup displays the Start Copying Files window.

24. Click Next.

Setup then displays the backup window and asks you to backup the master and msdb databases.

25. Click OK.

Setup displays the Setup Complete window.

26. Click Finish. 27. Reboot the DocSTAR Host.

Page 32 DocSTAR Field Upgrade Instruction Guide – v2.x to v3.3