Kofax Communication Server 10.3.0 Owner's manual

Brand: Kofax

Model: Communication Server 10.3.0

Type: Owner's manual

Kofax Communication Server

TC/Web Installation and Configuration Manual

Version: 10.3.0

Date: 2019-12-13

Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks

are the property of their respective owners. No part of this publication may be reproduced, stored, or

transmitted in any form without the prior written permission of Kofax.

Table of Contents

Chapter 1: Preface...................................................................................................................................... 7

Advantages of TC/Web System......................................................................................................... 7

Structure of the Product..................................................................................................................... 7

Chapter 2: Requirements........................................................................................................................... 8

Chapter 3: Installation................................................................................................................................ 9

Upgrade from TC/Web 3.x and 4.x to 5.x......................................................................................... 9

Installation of Internet Information Server: Part One......................................................................... 9

Windows Server 2008 and IIS7............................................................................................ 10

Windows Server 2012 and IIS8............................................................................................ 13

Installation of TC/Web...................................................................................................................... 16

Installation of Internet Information Server: Part Two....................................................................... 22

Windows Server 2008 R2 and IIS7.5....................................................................................23

Windows Server 2012 and IIS8............................................................................................ 24

TC/Web User Authentication and Authorization.............................................................................. 24

TC/Web User Authentication and Authorization Requirements....................................................... 25

View and/or Change User Account.......................................................................................26

Default Permissions for the TCDISTMF2 Service.................................................................27

Setting Permissions for the TCDISTMF2 Service.................................................................27

Using Document Converter for Fax................................................................................................. 28

Use TC/LINK-SM/OC to Send Messages or Jobs...........................................................................29

Secure TC/Web with SSL................................................................................................................ 30

Fault Tolerant TC/Web..................................................................................................................... 30

Third Party Components.................................................................................................................. 30

Additional KCS Components............................................................................................................31

TC/Broadcast......................................................................................................................... 31

TC/Metamail........................................................................................................................... 31

Chapter 4: Configuration..........................................................................................................................32

About the Registry............................................................................................................................32

Additional Configuration....................................................................................................................33

Tool Configuration.............................................................................................................................33

Tool Properties....................................................................................................................... 34

Tool Column Properties......................................................................................................... 35

TC/Web Registry Settings................................................................................................................ 38

Obsolete Registry Values...................................................................................................... 54

Kofax Communication Server TC/Web Installation and Configuration Manual

Branding: Customizing the Look and Feel.......................................................................................54

Files........................................................................................................................................54

Registry Keys:........................................................................................................................55

Per User GUI Branding.................................................................................................................... 55

Brand Selection......................................................................................................................56

Login Screen..........................................................................................................................56

Notes...................................................................................................................................... 56

Example Scenario..................................................................................................................57

TC/Web as Portal............................................................................................................................. 58

User Addresses and Events Editors................................................................................................ 59

Recipient Editor................................................................................................................................ 65

Distribution List Editor...................................................................................................................... 66

Distribution List Export..................................................................................................................... 66

Distribution List Import......................................................................................................................67

Enable Nested Distribution Lists...................................................................................................... 68

Show Distribution Lists in Job View.................................................................................................69

Display of TC/Broadcast Priorities, High1 – High10........................................................................ 70

New Message................................................................................................................................... 70

Message Forwarding........................................................................................................................ 70

Message Forward Locking............................................................................................................... 71

Display Image Viewer in a Message Text View...............................................................................72

Display Message Header in a Message Image View...................................................................... 73

Display Sent Status in Message Header View................................................................................ 73

Use PDF for Image View / Fax Forwarding.....................................................................................75

Automatically Open First Attachment from a Message View...........................................................75

Pages Column.................................................................................................................................. 76

Prohibit Upload of Files Without Extensions and Limitation to file Extensions to Upload................ 76

Maximum Size of File Uploads........................................................................................................ 77

Configure Recipient Selector in Compose Message Tool................................................................78

Configure List Selection Control in Compose Job Tool................................................................... 80

Sending Messages and Jobs While UserSwitched......................................................................... 82

User Can Select Length of Lists......................................................................................................83

System Default for Message Preview View.....................................................................................84

System Default for Inbox Status Filter............................................................................................. 84

Multiple Archive Tools.......................................................................................................................85

Configurable Filter Options...............................................................................................................85

Predefined Filters..............................................................................................................................86

Message View.................................................................................................................................. 87

Kofax Communication Server TC/Web Installation and Configuration Manual

Long Text for Error Codes............................................................................................................... 88

Export Data from Outbox View........................................................................................................ 88

Timeouts............................................................................................................................................89

Inactivity Timeouts................................................................................................................. 89

Execution Timeout................................................................................................................. 89

History View......................................................................................................................................90

Login/Logout Auditing.......................................................................................................................90

Log Entries........................................................................................................................................90

TC/Web Localization.........................................................................................................................93

Windows Regional Settings...................................................................................................93

TC/Web Language Code Page Settings............................................................................... 96

Additional Settings................................................................................................................. 97

Language Customization....................................................................................................... 98

Fax Attachments Extensions............................................................................................................98

Folder Search Timeout.....................................................................................................................99

Autologon.......................................................................................................................................... 99

Auto Time Zone Feature................................................................................................................ 101

Confirmation of Sent Messages.....................................................................................................101

Registry................................................................................................................................ 101

Template Expressions..........................................................................................................102

Example Configuration.........................................................................................................104

Other Components......................................................................................................................... 104

Registry Paths......................................................................................................................104

VoiceMail Player Registry Keys...........................................................................................105

TCARCH Registry Keys...................................................................................................... 105

TFC Registry Keys.............................................................................................................. 106

TC/Broadcast and OCR Cover Sheets............................................................................... 106

TC/Broadcast PIN Code...................................................................................................... 106

TC/Metamail Registry Keys................................................................................................. 107

Location Based Routing for Outbound Voice Calls.............................................................107

Voice Settings Configuration Registry Keys........................................................................108

ASP Installation....................................................................................................................110

Cookie Settings...............................................................................................................................110

Cookies Scoping to Subdomains........................................................................................ 111

Cookie Scoping to Path.......................................................................................................111

Customizable Buttons.....................................................................................................................111

Customizable Resubmit Button........................................................................................... 113

Annotations Buttons.............................................................................................................114

Kofax Communication Server TC/Web Installation and Configuration Manual

Chapter 5: User Administration.............................................................................................................116

Creating and Configuring Users.....................................................................................................116

TC/WEB Tab........................................................................................................................ 116

TC/WEB Identity Rights Tab................................................................................................117

Necessary Rights for Each Tool..........................................................................................117

Groups and TC/Web............................................................................................................118

Autologon / LAN Login........................................................................................................ 118

Rights to Login on ASP System......................................................................................... 119

History View......................................................................................................................... 119

Login/Logout Auditing.......................................................................................................... 120

Log Entries...........................................................................................................................121

Personalized TC/Archive..................................................................................................... 124

Configuring User Administrators.................................................................................................... 125

User Administrators............................................................................................................. 125

TC/WEB Tab........................................................................................................................ 125

TC/WEB Identity Rights Tab................................................................................................126

Configuring User Administrators in a Service Provider (ASP) Environment........................127

Configuring User Extensions (FaxPlus Settings)................................................................ 128

Distribution Lists............................................................................................................................. 130

Chapter 6: Securing TC/WEB.................................................................................................................131

Administrative Logon Limitations....................................................................................................131

IP Access Configuration................................................................................................................. 132

User IP Blocking.............................................................................................................................134

Chapter 7: Restrictions...........................................................................................................................136

Chapter 8: KNOWN ISSUES...................................................................................................................137

TC/Web Authentication/Authorization Issues................................................................................. 137

Chapter 9: Appendix............................................................................................................................... 138

Notes on Implementation............................................................................................................... 138

Importing Distribution Lists.................................................................................................. 138

Technical Details.............................................................................................................................138

User Profile Keys.................................................................................................................138

Chapter 1

Preface

TC/Web Access is an internet application providing access to the Kofax Communication Server via a web

browser. As it is an internet application, no installation of a TC/Web client is necessary. It is immediately

accessible from a web browser.

This manual describes how to install and configure TC/Web. The manual is intended to be used together

with the TC/Web User Manual. An effort has been made to reduce redundant information. Therefore, the

installation manual contains much information useful to a system administrator.

Important The Kofax Communication Server and its components formerly used the name TOPCALL.

Some screen shots and texts in this manual may still use the former name.

Advantages of TC/Web System

• Access the Kofax Communication Server without installing any components on the client PC.

• A system upgrade does not require the installation of new clients.

• Saves storage capacity on linked mail system using the Metamail feature.

• The application service provider can offer a unified messaging service to many customers.

• TC/Web’s functionality and graphical interface is highly customizable.

Structure of the Product

TC/Web is a web application built from Microsoft ASP pages and COM objects and running on the

Microsoft Internet Information Server. ASP pages are script files written in Visual Basic Script which are

interpreted by the web server and transformed into HTML pages. The HTML pages are delivered to the

browser.

TC/Web is installed on one server. No installation is required at the user’s workstation.

All data is stored on the server, no data on the client.

Chapter 2

Requirements

Requirements for TC/Web Version 6.03.00 or higher

• Hardware requirements depends on your needs and operating system

• Supported operating systems:

• Windows Server 2008 with Microsoft Internet Information Server 7, or

• Windows Server 2012 with Microsoft Internet Information Server 8

• ASP.NET version 4.0, build 30319 (or a later 4.0 build)

• TCOSS release 7.56.00 or higher

• If you are using TC/Web and TCfW for changes in user profiles, both clients must belong to the same

KCS version.

• TFC Version 1.13.00 or higher (installed by Setup program)

• TCSI Version 2.55.00 or higher (installed by Setup program)

• TCLIB Version 7.20.01 or higher (installed by Setup program)

• For archive functionality, TCARCH release 2.10.00 or higher must be used

• For message and job sending functionality, TC/LINK-SM 2.00.00 or higher

• TC/Resolve version 1.05.00 required for TC/Broadcast installations

• To run TC/Web a TCWeb/TCJAVA license is needed.

If you update from TCJAVA, no change of license will be necessary.

Only for new installations a new license is needed.

• User’s workstation

• Any operating system

• Mozilla compatible browser such as Firefox

• Microsoft Explorer 6.0 or higher

• Minimum screen size 800 x 600

• User’s browser configuration

• Cookies must be enabled in the Browser and must not be blocked by a firewall

• JavaScript must be enabled

• Popup windows must be possible

• To use TC/Web over a secure https connection, an SSL certificate must be installed on IIS.

Chapter 3

Installation

This section describes the installation of TC/Web.

Upgrade from TC/Web 3.x and 4.x to 5.x

In the case of an upgrade from previous TC/Web versions 3.x or 4.x (based on Microsoft ASP technology)

to TC/Web 5.x (based on ASP.NET technology) following steps must be performed at the beginning:

1. Stop the Internet Information Server (IIS) by the command

iisreset /stop <Enter>

2. Stop the TCDISTMF2 service by the command .

net stop tcdistmf2 <Enter>

3. Rename directory c:\tcoss\tcweb to something different, for example c:\tcoss\tcweb.asp.

4. In the case any customizations were implemented in one of the following directories:

• tcweb\config

• tcweb\brand

• tcweb\brand_custom

Save customized files to any separate place as you will need to copy them back to the same location

in the c:\tcoss\tcweb directory after the TC/Web setup has been finished.

5. If you are using TC/MetaMail, the static part of its URL (configured in the registry value

HTTPAddress, see TC/Metamail manual) must be changed manually to use ASP.NET like page

extension “aspx” instead of “asp”.

Note These steps are necessary due to fundamental changes in the Web technology being used for TC/

Web (Microsoft ASP versus ASP.NET).

Installation of Internet Information Server: Part One

This section describes how to install Internet Information Server.

Kofax Communication Server TC/Web Installation and Configuration Manual

Windows Server 2008 and IIS7

1. Start the Server Manager from the Windows Start menu. The Server Manager screen appears.

2. To add the WebServer role, click Roles, and click Add Roles. The Add Roles Wizard starts.

Kofax Communication Server TC/Web Installation and Configuration Manual

3. Click Server Roles, select the required roles to install on this server, and click Next.

Note Do not activate WebDAV Publishing.

Kofax Communication Server TC/Web Installation and Configuration Manual

4. Use IIS Manager to verify that the required .NET Framework version is available.

Kofax Communication Server TC/Web Installation and Configuration Manual

Windows Server 2012 and IIS8

1. Start the Server Manager from the Windows Start menu. The Server Manager screen appears.

When the following screen appears, locate the required server role and role services.

Note WebDAV Publishing must not be activated.

Kofax Communication Server TC/Web Installation and Configuration Manual

2. Click Server Roles, select the required role to install on this server, and click Next.

Kofax Communication Server TC/Web Installation and Configuration Manual

3. Select the features and click Next.

Kofax Communication Server TC/Web Installation and Configuration Manual

4. Use IIS Manager to verify that the required .NET Framework version is available.

Installation of TC/Web

The TC/Web installer is part of Kofax Communication Server setup.

1. Right-click KCS setup.exe and select Install as Administrator. Accept the license agreement and

click Next. The Kofax Communication Server Setup opens.

Kofax Communication Server TC/Web Installation and Configuration Manual

2. On the Applications list, select TC/Web and click OK.

Picture 22: Select TC/WEB from the KCS Setup

3. Click OK and then click Install.

4. Enter the TCOSS Server parameters in use.

Picture 23: TCOSS Server configuration

Kofax Communication Server TC/Web Installation and Configuration Manual

5. To use Document Converter for conversion of attachments not supported by Kofax Communication

Server, select Enable Document Converter. Additionally, you can also Enable Voice Support

(web-based player).

6. If you have selected voice support in previous step, specify voice server along with Voice system

user, Voice user and Voice user password.

Picture 25: TC/WEB Configuration II.

Kofax Communication Server TC/Web Installation and Configuration Manual

7. Click Install. The installation wizard is started.

8. Click Next.

9. Accept the License Agreement and click Next.

Kofax Communication Server TC/Web Installation and Configuration Manual

10. Specify the IIS Application Pool Settings:

• To use an existing application pool, check Select an Existing Application Pool and then on the

Application Pools list, select the applicable application pool.

• To create a new application pool, clear Select an Existing Application Pool and specify the

application Pool name and Idle Timeout.

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Kofax Communication Server 10.3.0 Owner's manual

Kofax Communication Server 10.3.0 Owner's manual

Kofax Communication Server 10.3.0 Owner's manual

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