client deployment strategies greg wheeler – team lead customer care kevin perron – ecm services...
TRANSCRIPT
![Page 1: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/1.jpg)
Client Deployment Strategies
Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst
![Page 2: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/2.jpg)
Introductions
Greg Wheeler – Team Lead of Technical Support
Kevin Perron – Project Manager
![Page 3: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/3.jpg)
Overview
![Page 4: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/4.jpg)
Overview
Client software deployment analysis What do we need to know before we start?
Cutting through the confusion! What OnBase or Kofax clients are we working with?
What system are we working with? System architecture considerations.
Client deployment options to consider…
Wrap up & Questions
![Page 5: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/5.jpg)
What are we doing here?
You are upgrading your systems, congrats!
You have been given the task of getting the software deployment strategies mapped out, great!
So where do you start?
![Page 6: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/6.jpg)
ANALYSIS and DOCUMENTATION!
![Page 7: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/7.jpg)
Analysis
![Page 8: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/8.jpg)
Analysis!
What products/licenses/functionality do we own?
More importantly, which parts do we currently use?
![Page 9: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/9.jpg)
Analysis
Are there any upcoming projects expanding the system?
How many systems/environments do we have?
This image shamelessly stolen from every GeoCities page in the late 1990s.
![Page 10: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/10.jpg)
Analysis
How do you deploy software? Have you already had a large deployment of client software? What system do you use to deploy desktop software?
Do you have standard PCs/operating systems (image-based desktops)?
![Page 11: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/11.jpg)
More analysis…
How many departments/users are we talking about?
How do they access the system?
How are they using the solution?
![Page 12: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/12.jpg)
Consider…
Incremental upgrade Client interfaces updated by department or business process
![Page 13: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/13.jpg)
What software?
![Page 14: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/14.jpg)
Client confusion?
OnBase Thick client / Configuration Web Client Unity Client Application Enabler OnBase Desktop Outlook integration Office Business applications Report Services SharePoint integrations Document Composition …
![Page 15: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/15.jpg)
Client confusion?
Kofax VRS Elite Capture
Scan Quality Control Validation
Kofax Express Kofax Transformation Modules
Document Review Correction Validation/Validation Thin client?
Kofax Capture Advanced Reports …
![Page 16: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/16.jpg)
The technical stuff…
![Page 17: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/17.jpg)
Technical Considerations
Software prerequisites . Microsoft Visual C++ 2010 SP1 Redistributable .NET Framework 4.0 (Client Profile)Dependencies for legacy
software? Dependencies for legacy software? For Office Integrations: Hyland Office Integration
Dependencies must be installed (not ClickOnce deployable). dsoframer.ocx wiaaut.dll Microsoft Visual Studio 2010 Tools for Office Runtime (x86) SP1 package
![Page 18: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/18.jpg)
Client side technical considerations What level of access do users have to install software or
update registry keys?
What anti-virus/security control software is running?
![Page 19: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/19.jpg)
Browser considerations
Internet Explorer browser compatibility?
Dependencies for legacy software?
![Page 20: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/20.jpg)
System Architecture
Where are the users & servers located? In the same location as the users? Remote data center? Multi-location implementation
![Page 21: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/21.jpg)
Topology
What topology are we using? Client server? Three tier (n-tier) architecture? Remote desktop?
![Page 22: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/22.jpg)
Deployment options…
![Page 23: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/23.jpg)
Deployment options - OnBase
Thick Client local installation MSI customization “Features” (think Server 2008)
![Page 24: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/24.jpg)
MSI versus EXE
If performing an interactive installation, use the EXE! Checks prerequisites
If performing a silent installation, use the MSI! Can be easily deployed via GPO Allows for silent installation Does not check prerequisites, so will fail silently
![Page 25: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/25.jpg)
Setup.Exe
If you are running setup.exe silently from the command line you must use the /q switch and the /CompleteCommandArgs switch, followed by the required command-line arguments.
/q suppresses the GUI
The complete string of command-line parameters must be included in double quotes after the /CompleteCommandArgs switch
![Page 26: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/26.jpg)
Core Enterprise Installers
Used to install almost all OnBase modules
![Page 27: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/27.jpg)
![Page 28: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/28.jpg)
Hyland Server Components
Web Server
Application Server
Diagnostics Console
Document Composition Service
Workflow Timer Service
WorkView Configuration
![Page 29: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/29.jpg)
Hyland Client Components
Unity Client
Outlook Integration
Application Enabler
ActiveX Controls
Report Services
Disconnected Scanning
Document Composition
![Page 30: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/30.jpg)
Hyland Office Products Installers
Office Add-In for Microsoft Word 2007/2010;
Office Add-In for Microsoft PowerPoint 2007/2010;
Office Add-In for Microsoft Excel 2007/2010;
Report Services Excel Add-In for Microsoft Office 2007/2010;
Integration for Microsoft Outlook 2007/2010;
WorkView Integration for Microsoft Outlook 2007;
Document Composition Configuration for Microsoft Office 2007/2010.
![Page 31: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/31.jpg)
Sample Command Line
msiexec /i "Hyland Client Components.msi" ADDLOCAL=Unity_Client,ReportServices
![Page 32: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/32.jpg)
What can we configure? APPLICATIONENABLER_FILES
AE_DEFAULTFILE (this is the URL)
AE_SPECIFY_DEFAULTFILE (1 = we are specifying the file)
CREATE_DESKTOP_SHORTCUTS
CREATE_MENU_SHORTCUTS (Start menu)
SERVICE_LOCATION_DATA_SOURCE (ODBC)
SERVICE_LOCATION_DISPLAY_NAME
SERVICE_LOCATION_NT_AUTH (AD authentication)
SERVICE_LOCATION_SERVICE_PATH (application Server)
![Page 33: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/33.jpg)
An Example…
msiexec /i "Hyland Client Components.msi" ADDLOCAL=Application_Enabler_Client AE_DEFAULTFILE=“\\FileServer\Apps\ApplicationEnabler\DefaultFile.xml” AE_SpecifyDefaultFile = 1
![Page 34: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/34.jpg)
OnBase Thick Client
Can install locally
Can run from a network share
Can be run from Citrix/TS
![Page 35: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/35.jpg)
OnBase Web Server
Web Server deployment ActiveX controls could be deployed via Web Server Can be preinstalled using Core Installer
Bypasses some ActiveX security issues
![Page 36: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/36.jpg)
OnBase Unity Client
OnBase Unity Client deployment ClickOnce (Well, maybe ClickTwice) Can also use MSI deployment Consider the needs of your organization!
![Page 37: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/37.jpg)
ClickOnce
.NET technology that allows you to easily deploy WinForm and WPF based Windows applications
![Page 38: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/38.jpg)
ClickOnce
Designed to solve three main IT headaches: Size and complexity of pushing out applications Applications requiring local administrator privileges to install Having to push out updates
*Can be deployed from a web server or network share*
![Page 39: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/39.jpg)
ClickOnce…and Citrix
Can I use Click-Once to deploy OnBase modules to my Citrix Farm?
This won’t work
Would have to ‘Click-Once” on each server
Settings would not follow user from server to server
500 users? Application will be installed in 500 profiles on each server
![Page 40: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/40.jpg)
A word of caution
Do not mix standard MSI installation and ClickOnce!
Like crossing the streams, “It would be bad.”
![Page 41: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/41.jpg)
OnBase32.ini
C:\Documents and Settings\All Users\Application Data\Hyland Software\OnBase32.ini
There are number of things you can pre-set for your users
Obclnt32.exe –INIFILE = “Z:\Windows\onbase32.ini”
![Page 42: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/42.jpg)
Deployment via Group Policy
![Page 43: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/43.jpg)
Client install testing
Setup test workstations (VMs) to represent the various desktops in use in your environment.
Deploy the packages to verify everything installs correctly.
Test all OnBase/Kofax applications.
Test all other business applications on the PC.
Test integration points (AE, database lookups, etc)
![Page 44: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/44.jpg)
Review
![Page 45: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/45.jpg)
Wrap up
Perform proper analysis Ask us if you have questions!
Document your findings
Define the install approach, packages, testing approach, timeline…
Create install package(s)
Test, test, test…
Document procedures for adding new employees.
![Page 46: Client Deployment Strategies Greg Wheeler – Team Lead Customer Care Kevin Perron – ECM Services Project Manager/Business Analyst](https://reader035.vdocuments.mx/reader035/viewer/2022062304/56649da95503460f94a9640c/html5/thumbnails/46.jpg)
Questions?