Installing the Application Server

Start the setup wizard SmartSoft Invoices Server.msi and follow the steps.

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SQL Server Instance: Select your SQL server instance from the drop-down list. Click Refresh to access network SQL Server instances.

Important

You need SQL Server installed (see Prerequisites).

Authentication mode: Both SQL Server Authentication and Windows Authentication can be used. Make sure the selected authentication mode is enabled in SQL Server.

Important

Make sure the selected SQL login has sufficient permissions to create the database.

Then click Test connection to make sure the software has access to your SQL Server.

Tip

The Next button will not become active until the Test connection procedure is successful.

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Server Database Name: Setup will create the application database. You can accept the default name SsiServerDb that will be created and the default server connection port 12543.

Tip

If you need to access the server from another machine make sure to open the selected port in Windows Firewall for TCP connections.

Image Storage Path: Select a folder where the system will keep processed image files.

Install as Windows Service: You normally want to keep this check box selected. If you unselect this option you will have to start the server as a console application, which is only useful in test or trouble-shooting mode.

Server License Key: Enter your license key.

After installation the Application server is configured with one Administrator user:

  • Username: admin
  • Password: admin

Making sure the installation is successful

Start Windows Services and make sure the SmartSoft Invoices Server service is running. Refer to the troubleshooting section if necessary.

Setting the Workflow (Manually Activate Roles)

The system has Data Capture enabled by default. If you also need Classification start SQL Server Management Studio, and in the UserRole table, in the application database, set the status of the roles Classify and ClassVerify to true. This will change the workflow by adding a classification and a classification verification step in the process.

Note

This operation can be done from the Configuration section of the Admin panel.

Here are the available roles:

  • Input
  • Ocr
  • Classify
  • ClassVerify
  • Capture
  • Verify
  • Approve
  • Export
  • Report
  • Admin