SmartSoft Invoices - Online Help

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Overview
Quick Start
10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Validation
Data Verification
Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
General
Interface
Scanner
Macros
Exporting
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Archiving
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Mapping
Validation Formula Language
Lists
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Deployment
Input Station
Verify Station
Licensing
Support


Server installation

The server installation consists of a central server to which all stations connect to, a database into which all system and user data is held and an admin panel from which the administrator can create or edit users and groups.

  1. Double click on the installation in order to launch it. The first thing you must do is to select an installation folder;
  2. Next, you must select where your SQL instance is. At first you will only see the ones existing on your computer. If you need to select one from the LAN network, please click the Refresh button and after a short wait all LAN SQL instances will appear in the drop down box;
  3. The setup wizard will ask you to select your authentication type. The choices available are windows authentication and user name and password based on those from your SQL instance. After you select the type, please press the Test connection button in order to continue and click Next. The Next button will become active if the connection test is successful;
  4. Select the server data base name. That is the SQL data base where all the info is stored, such as user name, passwords, batches, etc. You can pick any name you like.
  5. Set an image path, this is the place where all images will be stored so make sure there is enough space there;
  6. Set the port. The default port is 12543 because it is one that is not used by other popular programs, but you can change it if you want to;
  7. You can select to install it either as a service or as a common application. If you decide to install it as a service, the server will get launched automatically. If you decide to install it as a common application, you would have to manually launch the server by double clicking on its Desktop shortcut;
  8. Enter your licensing code and click Next;
  9. Installation will begin;
  10. After the installation is finished it will create two shortcuts on your Desktop: "SSI Server" and "SSI Server Admin Tool". If you have selected to install the server as a service, no desktop shortcut will be created;
  11. The server installation is complete. If you have not installed it as a service, please launch it from its desktop shortcut and leave it for now.
  12. Next, you will need to install the OCR stations;

OCR station installation and configuration

The OCR stations can either be installed on the same computer where the server resides or on a remote computer. Please note that the computer which you install the OCR stations on will have the highest CPU load. You can check the exact requirements . The OCR stations are automated and once you launch them you don’t need to do anything else.

  1. The setup process is simple, just double click on the setup file in order to launch the wizard;
  2. Select a destination folder for the OCR stations and click Next;
  3. After the installation finishes you will need to configure the OCR stations to connect to the server;
  4. Go to the folder where you have installed the OCR stations and look for a file called: “SsiOcrClient.exe.config”
  5. Access the file with a text editor program and fill in the IP of the computer where you have the server installed at and the default user name and password for the OCR clients. All default user names and passwords are provided in the file called server-groups-and-users.pdf;
  6. Next, you just need to double click on the OCR station shortcut in order to launch it. You can launch more than one OCR station if you need to. They will appear as command prompt windows which you can just minimize to your Windows taskbar;

Input and Verify stations installation and configuration.

The input and the verify stations are what the users will work with. The administrator can grant different user or groups particular permissions in order to decide what roles users will have.

  1. The setup process is pretty straight forward. Just double click on the executable in order to launch the setup wizard;
  2. Accept the licensing agreement and click Next;
  3. Select the kind of installation you want to do. You can uncheck a station if for example you will know that user will not do any Input work or any Verify work. Click Next;
  4. Select a destination folder;
  5. Click Install;
  6. The installation should finish relatively quickly. It will create a desktop shortcut;
  7. You can go ahead and double click on SmartSoft Invoices Online on your Desktop;
  8. You will be presented with a log in screen where you can select a server to connect to and enter your user name and password;
  9. First, you will need to fill in the server IP and port. Go to Settings -> Server;
  10. Fill in a name for the server and also fill in the IP and the port of the computer that has the server installed on it. Click OK;
  11. The new server name should appear in the Server drop down box by default;
  12. Enter one of the default user names and passwords in order to log in. If you are the admin, it is advisable that you login as such, create new users and assign them to one of the pre-existing groups;

Troubleshooting

Symptom: Cannot connect to the server

Resolution:

One possible reason is that the server is not running. To check that open Windows Services and check the status of SmartSoft Invoices Service. If the service is not running it might be because it cannot connect to the application database.

The server runs under "NT Authority\SYSTEM" - the LocalSystem built-in Windows account. So there are two possible solutions:

  • In SQL Management Studio provide a sysadmin role or read/write rights to the "NT Authority\SYSTEM" login.
    To do this go to Security -> Logins -> NT Authority\SYSTEM -> Properties window -> Server roles page -> select "sysadmin"
  • Make the server work under a different account that has access to the SQL database.
    To do this open Windows Services, find "SmartSoft Invoice Server", double-click on it to open the Properties window, go to the Logon tab and select an account that has read/write access to the database.

If the server is running check the firewall and make sure the server is listening on the correct port (12543 by default).


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