Installation and configuration process

You install and configure the WorkZone Content Server Imaging program in the following steps:

1. Install WorkZone Content Server and WorkZone Content Server database. For more information, see the Installation Guide for WorkZone Content Server and the Database Installation Guide for WorkZone Content Server.
2. Configure the custom labels.
3. Install InfoScan programs on the server.
4. Install InfoScan programs on the client.
5. Configure the shared drive, which is available for the scanning client with scanner and for the scanning server.
6. Configure general properties of the WorkZone Content Server Imaging.
7. Edit the master configuration files. This can include the following actions:
• Create new fields in the XML database.
• Edit existing fields in the XML database.
• Delete existing fields in the XML database.
• Configure default values of fields in the XML database.
• Configure additional properties of fields in the XML database.
• Configure, edit and delete codes for cover pages.
• Configure inheritance of information from cover pages.
• Configure the path to conversion table for codes for cover pages.
• Configure e-mail notifications for errors during polling.
• Design the window for manual registration of documents.
• Configure general properties for the window for manual registration of documents.

You must configure the fields in the XML database before you can make any other configurations.