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OMNIDOCS 10.

FRESH INSTALLATION

WINDOWS

Newgen Software Technologies Ltd


A-6, Satsang Vihar Marg, Qutab Institutional Area
New Delhi - 110067, INDIA
Tel: 91-11-40770100, 26964733, 26963571
Fax: +91-11-26856936
E-mail: helpdesk@newgen.co.in

August - 2019
Disclaimer
This document contains information proprietary to Newgen Software Technologies Limited. You may
not disclose or use any proprietary information or use any part of this document without written
permission from Newgen Software Technologies Limited.
Newgen Software Technologies Limited makes no representations or warranties regarding any
software or to the contents or use of this manual. It also specifically disclaims any express or implied
warranties of merchantability, title, or fitness for any particular purpose. Even though Newgen
Software Technologies Limited has tested the hardware and software and reviewed the
documentation, it does not guarantee or imply that this document is error free or accurate regarding
any particular specification. As a result, this product is sold as it is and you, the purchaser, are assuming
the entire risk as to its quality and performance.
Further, Newgen Software Technologies Limited reserves the right to revise this publication and make
changes in contents without any obligation to notify any person of such revisions or changes. Newgen
Software Technologies Limited authorizes no Newgen agent, dealer or employee to make any
modification, extension, or addition to the above statements.
Newgen Software Technologies Limited has attempted to supply trademark information about
company names, products, and services mentioned in this document. Trademarks indicated below
were derived from various sources.
Copyright © 2019 Newgen Software Technologies Ltd. All Rights Reserved.
No part of this publication may be reproduced and distributed without the prior permission of:

Newgen Software Technologies Limited,


A-6, Satsang Vihar Marg, Qutab Institutional Area,
New Delhi - 110067
India

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 2


TABLE OF CONTENTS
1 OmniDocs 10.1 – JBOSS EAP 6.4 ......................................................................................................................4
1.1 Pre-requisites for Fresh Installation .......................................................................................................................... 4
1.2 OmniDocs 10.1– Installation Steps ............................................................................................................................ 4
2 OmniDocs 10.1 – Oracle WebLogic 12C ......................................................................................................... 29
2.1 Pre-requisites for Fresh Installation ........................................................................................................................ 29
2.2 OmniDocs 10.1 - Installation Steps.......................................................................................................................... 32
3 OmniDocs 10.1 – IBM WebSphere 8.x/9.x .................................................................................................... 74
3.1 Pre-requisites for Fresh Installation ........................................................................................................................ 74
3.2 WebSphere Settings for Secure Profile.................................................................................................................... 75
3.3 OmniDocs 10.1- Installation Steps........................................................................................................................... 81
3.4 Data Source Creation ............................................................................................................................................ 109
3.5 OmniDocs Configuration for Session Management ............................................................................................... 122
3.6 OpAll Configuration for Session Management ....................................................................................................... 127
4 OmniDocs 10.1 – WildFly 11.0.0 Final ......................................................................................................... 131
4.1 Pre-requisites for Fresh Installation ...................................................................................................................... 131
4.2 OmniDocs 10.1 – Installation Steps ....................................................................................................................... 131
5 OmniDocs 10.1 – JBOSS EAP 7.x .................................................................................................................. 156
5.1 Pre-requisites for Fresh Installation ...................................................................................................................... 156
5.2 OmniDocs 10.1 – Installation Steps ....................................................................................................................... 156
6 OmniDocs 10.1 – Upgrade Steps – MSSQL .................................................................................................. 181
6.1 OmniDocs 10.1 – Upgrade Steps ........................................................................................................................... 181
7 OmniDocs 10.1 – Upgrade Steps – Oracle ................................................................................................... 196
7.1 OmniDocs 10.1 – Upgrade Steps ........................................................................................................................... 196
8 OmniDocs 10.1 – Upgrade Steps - PostgreSQL ............................................................................................ 211
8.1 OmniDocs 10.1 – Upgrade Steps ........................................................................................................................... 211
9 Web API ...................................................................................................................................................... 226

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 3


1 OmniDocs 10.1 – JBOSS EAP 6.4

1.1 Pre-requisites for Fresh Installation


 Earlier version of OmniDocs should not be present.
 JDK Version: JDK and JRE 1.7.0_67 or above should be installed on machine.
 Operating System: Windows 7/ Windows Server 2008/12
 Database:
 Microsoft SQL Server  Microsoft Azure
 Oracle  PostgreSQL

 Application Server: Red Hat JBoss-EAP 6.4


 Others: Administrative Rights of the machine.
 Make sure the Application Server is in Stop Mode.

1.2 OmniDocs 10.1– Installation Steps


In order to install OmniDocs 10.1, perform the following steps:
1. Right-click on OmniDocs10.1.exe and select Run as Administrator.
2. Installer Wizard progress bar appears.

Figure 1.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 4


3. When the setup application is fully loaded, Introduction screen appears.
4. Click Next.

Figure 1.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 5


5. Choose Install Type screen appears.
6. Select Fresh Installation to perform the fresh installation.
7. Click Next.

Figure 1.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 6


8. Pre-requisites screen appears.
9. Confirm the mandatory specified pre-requisites by selecting all the check-boxes.
10. Click Next.

Figure 1.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 7


11. License Agreement screen appears.
12. Accept the terms of License Agreement and click Next to continue with the setup process:

Figure 1.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 8


13. Application Server screen appears.
14. Select Red Hat JBoss-EAP 6.4 Application Server.
15. Click Next.

Figure 1.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 9


16. Database Server screen appears.
17. Select the required Database Server.
18. Click Next.

Figure 1.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 10


19. Automated Configuration screen appears.
20. As per your requirement, select one of the following options:
 Automated Configuration Required to automate the remaining installation process.
 Automated Configuration Not Required
21. Click Next.

Figure 1.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 11


a. When “Automatic Configuration Required” Is Selected:-
i. Database Information screen appears. Refer the below table to specify the database details:

Database Server IP(For All Databases) IP Address of the Database Server


Database Server User Name(For All Databases) User Name of the Database.
Database Server Password(For All Databases) Password to access the Database.
Database Server Port(For All Databases) JDBC Connection Port on which the Database Server runs.
Cabinet Name(For All Databases) Name of the OmniDocs Cabinet.
Database Service Name(For Oracle Database) Unique name that identifies the Oracle Database Instance

ii. Once all the details are entered, click Next.

Figure 1.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 12


iii. If connection to the Database is established successfully, Data-base Connection Success screen
appears.

Figure 1.10

 If the specified “Database Information” is incorrect, following error message screen get
pops-up:

Figure 1.11

 Click OK and enter the correct “Database Information” and click Next button.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 13


iv. OmniDocs 10.1 Installation Path screen appears.
v. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
vi. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
vii. Click Next.

Figure 1.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 14


viii. JBOSS/WildFly HOME Screen appears.
ix. Click Choose to select the location where JBoss-EAP 6.4 is located.
x. Click Next.

Figure 1.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 15


xi. JBoss/WildFly Port screen appears.
xii. Enter Port Details.
xiii. Click Next.

Figure 1.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 16


xiv. Choose Java Home Path screen appears.
xv. Click Choose to select the installation location of JDK.
xvi. Click Next.

Figure 1.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 17


xvii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xviii. Click Install to continue the installation process.

Figure 1.16

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 18


xix. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 1.17

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 19


xx. In between the installation process, “Start JBoss-EAP/WildFly Server” message appears.
xxi. Start JBoss-EAP 6.4 Server and click OK to close the message box.

Figure 1.18

xxii. “JBossEAP/WildFly Server Status” message box appears.


xxiii. Click YES to confirm that the application server has started.

Figure 1.19

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 20


xxiv. After all files are copied to the destination location, Install Complete screen appears.
xxv. Click Done.

Figure 1.20

xxvi. Installation is now complete.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 21


b. When “Automatic Configuration Not Required” Is Selected
i. OmniDocs 10.1 Installation Path screen appears.
ii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
iii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
iv. Click Next.

Figure 1.21

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 22


v. JBOSS/WildFly HOME screen appears.
vi. Click Choose to select the location where JBoss-EAP 6.4 is located.
vii. Click Next.

Figure 1.22

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 23


viii. JBoss/WildFly Port screen appears.
ix. Enter Port Details.
x. Click Next.

Figure 1.23

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 24


xi. Choose Java Home Path screen appears.
xii. Click Choose to select the installation location of JDK.
xiii. Click Next.

Figure 1.24

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 25


xiv. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xv. Click Install to continue the installation process.

Figure 1.25

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 26


xvi. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 1.26

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 27


xvii. After all files are copied to the destination location, Install Complete screen appears.
xviii. Click Done.

Figure 1.27

xix. Installation is now complete.

NOTE:
Create your cabinet manually from “OmniDocs Server Administration”. Follow the steps given in Chapter-2 of “OmniDocs
10.1 Server Administration Guide”.
Refer OmniDocs 10.1 User Manual and OmniDocs 10.1 Configuration Settings Guide for additional details on configuring
and using the application.
Refer OmniDocs 10.1 Post Deployment Guide.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 28


2 OmniDocs 10.1 – Oracle WebLogic 12C

2.1 Pre-requisites for Fresh Installation


 Earlier version of OmniDocs should not be present.
 JDK Version: JDK and JRE 1.7.0_67 or above should be installed on machine.

NOTE:
In case of WebLogic 12.2, JAVA-1.8 minimum is required.

 Operating System: Windows 7/Windows Server 2008/12


 Database:
 Microsoft SQL Server  Microsoft Azure
 Oracle  PostgreSQL

 Application Server:
 Oracle WebLogic12C (installed using JDK 1.7 or above)
 Oracle WebLogic12.2 (installed using JDK 1.8 or above)
 Others: Administrative Rights of the machine.
 Make sure the Application Server is in Stop Mode.

Guidelines for creating domain with other JDK:


1. At the time of creating domain there are two options for selecting JDK.
 Available JDKs (by default WebLogic JDK)
 Other JDK: In other JDK, we can select any other JDK (as we are giving JDK 1.7, select JDK
1.7_67 update and above).
2. Select Other JDK and click on Browse to select JDK path.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 29


Figure 2.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 30


3. The selected path appears as shown:

Figure 2.2

NOTE:
In case of WebLogic 12.2, JAVA-1.8 minimum would be required.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 31


2.2 OmniDocs 10.1 - Installation Steps
In order to install OmniDocs 10.1, perform the following steps:
1. Right click on OmniDocs10.1.exe and select Run as Administrator.
2. Installer Wizard progress bar appears.

Figure 2.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 32


3. When the setup application is fully loaded, Introduction screen appears.
4. Click Next.

Figure 2.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 33


5. Choose Install Type screen appears.
6. Select Fresh Installation to perform the fresh installation.
7. Click Next.

Figure 2.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 34


8. Pre-requisites screen appears.
9. Confirm the mandatory specified pre-requisites by selecting all the check-boxes.
10. Click Next.

Figure 2.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 35


11. License Agreement screen appears.
12. Accept the terms of License Agreement and click Next to continue with the setup process.

Figure 2.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 36


13. Application Server screen appears.
14. Select Oracle WebLogic 12C Application Server.
15. Click Next.

Figure 2.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 37


16. Database Server screen appears.
17. Select the required Database Server.
18. Click Next.

Figure 2.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 38


19. Automated Configuration Screen appears.
20. As per your requirement, select one of the following options:
Select Automated Configuration Required to automate the remaining installation process.
Select Automated Configuration Not Required.
21. Click Next.

Figure 2.10

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 39


a. When “Automatic Configuration Required” Is Selected
i. Database Information screen appears. Refer the below table to specify the database details:

Database Server IP(For All Databases) IP Address of the Database Server


Database Server User Name(For All Databases) User Name of the Database.
Database Server Password(For All Databases) Password to access the Database.
Database Server Port(For All Databases) JDBC Connection Port on which the Database Server runs.
Cabinet Name(For All Databases) Name of the OmniDocs Cabinet.
Database Service Name(For Oracle Database) Unique name that identifies the Oracle Database Instance

ii. Once all the details are entered, click Next.

Figure 2.11

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 40


iii. If connection to the Database is established successfully, Data-base Connection Success screen
appears.

Figure 2.12

iv. If connection to the Database fails, Database Connection Failed screen appears:

Figure 2.13

v. Click OK.
 If connection to the Database fails, make corrections to the Database Information and click
Next.
 If Database connection is successful, next screen appears.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 41


vi. OmniDocs 10.1 Installation Path screen appears.
vii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
viii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
ix. Click Next.

Figure 2.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 42


x. Specify WebLogic Path screen appears.
xi. Click Choose to select the location where WebLogic is installed.
xii. Click Next.

Figure 2.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 43


xiii. Specify WebLogic Domain Name screen appears.
xiv. Enter the WebLogic Domain Name.
xv. Click Next.

Figure 2.16

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 44


xvi. Specify WebLogic Domain Path screen appears.
xvii. Click Choose to select the WebLogic Domain Path.
xviii. Click Next.

Figure 2.17

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 45


xix. An instruction box to check Domain appears.
xx. If the Domain is created with jdk 1.7.0_55 or above JDK version, click Continue.

NOTE:
In case of WebLogic 12.2, JAVA-1.8 minimum would be required.

Figure 2.18

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 46


xxi. Get WebLogic Server User Name screen appears.
xxii. Enter the UserName.
xxiii. Click Next.

Figure 2.19

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 47


xxiv. Get WebLogic Server Password screen appears.
xxv. Enter the Password.
xxvi. Click Next.

Figure 2.20

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 48


xxvii. Set Target Server screen appears.
xxviii. Select AdminServer or ManagedServer option.

NOTE:
Select AdminServer option if you want to deploy OmniDocs 10.1 on standalone server. Select ManagedServer option if you
want to deploy OmniDocs 10.1 on Managed Server or on cluster environment.

Figure 2.21

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 49


a. If ManagedServer option is selected, you are required to specify the created ManagedServer
name.
b. Specify the Managed Server Name and click Next.

Figure 2.22

NOTE:
Here, the Installer can deploy the product components on any one Managed server, for rest of the Managed Servers; end
user needs to do the manual configuration.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 50


xxix. WebLogic App Server Port screen appears.
a. If the Target Server was selected as AdminServer in the previous step:
 Enter the Port Details.
 Click Next.

Figure 2.23

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 51


b. If the Target Server was selected as ManagedServer in the previous step:
 Specify the Admin Server Port and Managed Server Port on which you wish to deploy the
product components.
 Click Next.

Figure 2.24

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 52


xxx. Choose Java Home Path screen appears.
xxxi. Click Choose to select the installation location of JDK.
xxxii. Click Next.

Figure 2.25

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 53


xxxiii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xxxiv. Click Install to continue the installation process.

Figure 2.26

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 54


xxxv. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 2.27

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 55


xxxvi. Start WebLogic 12C Server dialog box appears.
xxxvii. Start the WebLogic 12C Server.
xxxviii. Click OK.

Figure 2.28

xxxix. “WebLogic Server Status” dialog box appears.


xl. Click YES to confirm that the application server has started.

Figure 2.29

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 56


xli. After all files are copied to the destination location, Installation Completed screen appears.
xlii. Click Done.

Figure 2.30

xliii. Installation is now complete.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 57


b. When “Automatic Configuration Not Require” Is Selected
i. OmniDocs 10.1 Installation Path screen appears.
ii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
iii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
iv. Click Next.

Figure 2.31

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 58


v. Specify WebLogic Path screen appears.
vi. Click Choose to select the location where WebLogic is installed.
vii. Click Next.

Figure 2.32

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 59


viii. Specify WebLogic Domain Name screen appears.
ix. Enter the WebLogic Domain Name.
x. Click Next.

Figure 2.33

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 60


xi. Specify WebLogic Domain Path screen appears.
xii. Click Choose to select the WebLogic Domain Path.
xiii. Click Next.

Figure 2.34

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 61


xiv. An instruction box to check Domain appears.
xv. If Domain is created with jdk 1.7.0_55 or above JDK version, click Continue.

NOTE:
In case of WebLogic 12.2, JAVA-1.8 minimum would be required.

Figure 2.35

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 62


xvi. Get WebLogic Server User Name screen appears.
xvii. Enter the UserName.
xviii. Click Next.

Figure 2.36

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 63


xix. Get WebLogic Server Password screen appears.
xx. Enter the Password.
xxi. Click Next.

Figure 2.37

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 64


xxii. Set Target Server screen appears.
xxiii. Select AdminServer or ManagedServer option.

NOTE:
Select AdminServer option if you want to deploy OmniDocs 10.1 on standalone server. Select ManagedServer option if you
want to deploy OmniDocs 10.1 on Managed Server or on cluster environment.

Figure 2.38

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 65


a. If ManagedServer option is selected, you are required to specify the created ManagedServer
name.
b. Specify the Managed Server Name and click Next.

Figure 2.39

NOTE:
Here, the Installer can deploy the product components on any one Managed server, for rest of the Managed Servers; end
user needs to do the manual configuration.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 66


xxiv. WebLogic App Server Port screen appears.
a. If the Target Server was selected as AdminServer in the previous step:
 Enter the Port Details.
 Click Next.

Figure 2.40

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 67


b. If the Target Server was selected as ManagedServer in the previous step:
 Specify the Admin Server Port and Managed Server Port on which you wish to deploy the
product components.
 Click Next.

Figure 2.41

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 68


xxv. Choose Java Home Path screen appears.
xxvi. Click Choose to select the installation location of JDK.
xxvii. Click Next.

Figure 2.42

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 69


xxviii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xxix. Click Install to continue the installation process.

Figure 2.43

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 70


xxx. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 2.44

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 71


xxxi. Start WebLogic 12C Server dialog box appears.
xxxii. Start WebLogic 12C Server.
xxxiii. Click OK.

Figure 2.45

xxxiv. “WebLogic Server Status” dialog box appears.


xxxv. Click YES to confirm that the application server has started.

Figure 2.46

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 72


xxxvi. After all files are copied to the destination location, Install Complete screen appears.
xxxvii. Click Done.

Figure 2.47

xxxviii. Installation is now complete.

NOTE:
Create your cabinet manually from “OmniDocs Server Administration”. Follow the steps given in Chapter-2 of “OmniDocs
10.1 Administration Manual”.
Refer OmniDocs 10.1 Reference Manual and OmniDocs 10.1 Configuration Settings Guide for additional details on
configuring and using the application.
Refer OmniDocs 10.1 Post Deployment Guide.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 73


3 OmniDocs 10.1 – IBM WebSphere 8.x/9.x

3.1 Pre-requisites for Fresh Installation


 Earlier version of OmniDocs should not be present.
 JDK Version: JDK and JRE 1.7.0_67 or above should be installed on machine.

NOTE:
In case of WebSphere 9.x, JAVA-1.8 minimum is required.

 Operating System: Windows 7/Windows Server 2008/12.


 Database:
 Microsoft SQL Server  Microsoft Azure
 Oracle  PostgreSQL

 Application Server:
 IBM WebSphere 8.x (installed using JDK 1.7 or above)
 IBM WebSphere 9.x (installed using JDK 1.8 or above)
 Others: Administrative Rights of the machine.
 Make sure the Application Server is in Stop Mode.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 74


3.2 WebSphere Settings for Secure Profile
Follow the below steps to do WebSphere settings for secure profile:
1. If WebSphere profile is secure Please Log into the IBM WebSphere Application Server Integrated
Solutions Console.

Figure 3.1

2. Open WAS Admin Console.


3. Click on Servers and expand Server Types.
4. Click on WebSphere application servers.
5. Click on Server1.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 75


Figure 3.2

6. Configuration screen to configure the selected application server appears.

Figure 3.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 76


7. Navigate to Servers >Application servers > server1 > Ports.

Figure 3.4

8. The following screen appears.

Figure 3.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 77


9. Change Default values of Port Names to, as given below

Port Name New Port

ORB_LISTENER_ADDRESS 0

SAS_SSL_SERVERAUTH_LISTENER_ADDRESS 0

CSIV2_SSL_SERVERAUTH_LISTENER_ADDRESS 0

CSIV2_SSL_MUTUALAUTH_LISTENER_ADDRESS 0

10. Save the changes made.

Figure 3.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 78


11. Expand the tab Security tab in the left-pane of the Administration Console.
12. Click on Global Security.

Figure 3.7

13. Click on RMI/IIOP security option

Figure 3.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 79


14. Click on Transport and select SSL Supported option for both CSIv2 inbound communications, CSIv2
outbound communications.

Figure 3.9

15. Save the changes made.

Figure 3.10

16. Restart WebSphere Application Server.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 80


3.3 OmniDocs 10.1- Installation Steps

NOTE:
Before initiating the installation process, carry out the following given steps:
a. Go to WebSphere Application Server's profile.
b. Go to properties folder in WebSphere Application Server's profile.
c. Edit soap.client.props in text editor and do the below changes:
d. Search for com.ibm.SOAP.requestTimeout=180 and change value from 180 to 1000.
e. Save property file and restart WebSphere Application Server and start installation process

NOTE:
Refer to WebSphere Configuration for HCP and Amazon Sites of OmniDocs 10.1 Configuration Settings Guide to configure
WebSphere Application Server (WAS) for HCP and Amazon sites.

In order to install OmniDocs 10.1, perform the following steps:


1. Right click on OmniDocs10.1.exe and select Run as Administrator.
2. Installer Wizard progress bar appears.

Figure 3.11

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 81


3. When the setup application is fully loaded, Introduction screen appears.
4. Click Next.

Figure 3.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 82


5. Choose Install Type screen appears.
6. Select Fresh Installation to perform the fresh installation.
7. Click Next.

Figure 3.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 83


8. Pre-requisites screen appears.
9. Confirm the mandatory specified pre-requisites by selecting all the check-boxes.
10. Click Next.

Figure 3.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 84


11. License Agreement screen appears.
12. Accept the terms of License Agreement and click Next to continue with the setup process:

Figure 3.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 85


13. Application Server screen appears.
14. Select IBM WebSphere 8.x/9.x Application Server.
15. Click Next.

Figure 3.16

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 86


16. Database Server screen appears.
17. Select the required Database Server.
18. Click Next.

Figure 3.17

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 87


19. Automated Configuration screen appears.
20. As per your requirement, select one of the following options:
 Automated Configuration Required to automate the remaining installation process.
 Automated Configuration Not Required
21. Click Next.

Figure 3.18

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 88


a. When “Automatic Configuration Required” Is Selected:-
i. Database Information screen appears. Refer the below table to specify the database details:

Database Server IP(For All Databases) IP Address of the Database Server


Database Server User Name(For All Databases) User Name of the Database.
Database Server Password(For All Databases) Password to access the Database.
Database Server Port(For All Databases) JDBC Connection Port on which the Database Server runs.
Cabinet Name(For All Databases) Name of the OmniDocs Cabinet.
Database Service Name(For Oracle Database) Unique name that identifies the Oracle Database Instance

ii. Once all the details are entered, click Next.

Figure 3.19

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 89


iii. If connection to the Database is established successfully, Data-base Connection Success dialog box
appears.

Figure 3.20

 If the specified “Database Information” is incorrect, Database Connection Failed dialog box
appears.

Figure 3.21

 Click OK and enter the correct “Database Information” and click Next button.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 90


iv. OmniDocs 10.1 Installation Path screen appears.
v. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
vi. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
vii. Click Next.

Figure 3.22

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 91


viii. Choose WebSphere Path screen appears.
ix. Click Choose to select the location where WebSphere is installed.
x. Click Next.

Figure 3.23

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 92


xi. WebSphere Profile Details screen appears.
xii. Enter the WebSphere Profile Name.
xiii. Click Choose to select the WebSphere Profile Path.
xiv. Enter User ID and Password if Secure Profile check box is selected.
xv. Click Next.

Figure 3.24

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 93


xvi. WebSphere App Server Port screen appears.
xvii. Enter the Port Details.
xviii. Click Next.

Figure 3.25

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 94


xix. Choose Java Home Path screen appears.
xx. Click Choose to select the installation location of JDK.
xxi. Click Next.

Figure 3.26

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 95


xxii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xxiii. Click Install to continue the installation process.

Figure 3.27

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 96


xxiv. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 3.28

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 97


xxv. Start WebSphere Application Server dialog box appears.
xxvi. Start WebSphere Application Server.
xxvii. Click OK.

Figure 3.29

xxviii. “WebSphere Server Status” dialog box appears.


xxix. Click YES to confirm that the application server has started.

Figure 3.30

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 98


xxx. Installation Complete screen appears once all files are copied to the destination location.
xxxi. Click Done.

Figure 3.31

xxxii. Installation is now complete.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 99


b. When “Automatic Configuration Not Required” Is Selected
i. OmniDocs 10.1 Installation Path screen appears.
ii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
iii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
iv. Click Next.

Figure 3.32

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 100


v. Choose WebSphere Path screen appears.
vi. Click Choose to select the location where WebSphere is installed.
vii. Click Next.

Figure 3.33

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 101


viii. WebSphere Profile Details screen appears.
ix. Enter the WebSphere Profile Name.
x. Click Choose to select the WebSphere Profile Path.
xi. Enter User ID and Password if Secure Profile check box is selected.
xii. Click Next.

Figure 3.34

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 102


xiii. WebSphere App Server Port screen appears.
xiv. Enter the Port Details.
xv. Click Next.

Figure 3.35

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 103


xvi. Choose Java Home Path screen appears.
xvii. Click Choose to select the installation location of JDK.
xviii. Click Next.

Figure 3.36

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 104


xix. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xx. Click Install to continue the installation process.

Figure 3.37

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 105


xxi. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 3.38

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 106


xxii. Start WebSphere Application Server dialog box appears.
xxiii. Start WebSphere Application Server.
xxiv. Click OK.

Figure 3.39

xxv. “WebSphere Server Status” dialog box appears.


xxvi. Click YES to confirm that the application server has started.

Figure 3.40

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 107


xxvii. Installation Complete screen appears once all files are copied to the destination location.
xxviii. Click Done.

Figure 3.41

xxix. Installation is now complete.

NOTE:
Create your cabinet manually from “OmniDocs Server Administration”. Follow the steps given in Chapter-2 of “OmniDocs
10.1 Server Administration Guide”.
Refer OmniDocs 10.1 User Manual and OmniDocs 10.1 Configuration Settings Guide for additional details on configuring
and using the application.
Refer OmniDocs 10.1 Post Deployment Guide.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 108


3.4 Data Source Creation
1. Open the Administration Console and expand the Resources->JDBC->JDBC Providers tab in the left-
pane of the Administration screen.

Figure 3.42

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 109


2. Select the Scope as Server1. The list of existing providers will appear. Click New Button to create a
new JDBC Provider.
3. In choose a type of JDBC provider to create, Set the Configuration as
a. Select the database type as “SQL Server”.
b. Select the provider type as “Microsoft SQL Server JDBC Driver”.
c. Select the implementation type as “Connection pool data source”.
4. Click Next.

Figure 3.43

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 110


5. In the “Enter Database Class-path information” screen for the new JDBC provider ensure the
following:
Set directory location for MSSQL driver, (sqljdbc41.jar) copied to:
WAS_Home/profiles/<WAS_Profile>/OmniDocs_library folder

Figure 3.44

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 111


6. Click Finish on “Create a new JDBC Provider” Screen.

Figure 3.45

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 112


7. Click Save link to save workspace changes to the Master Configuration and expand Resources-
>JDBC->JDBC Providers tab in the left-pane of Administration screen.

Figure 3.46

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 113


8. Click on JDBC Provider name link.

Figure 3.47

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 114


9. Click Data Sources link listed in the Additional Properties section.

Figure 3.48

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 115


10. Click on New to create a new data source.

Figure 3.49

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 116


11. Specify the following properties for the Data Source.
 Name: Same as OmniDocs Cabinet Name.
 JNDI Name: jdbc/OmniDocs Cabinet Name.
12. Click OK.

Figure 3.50

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 117


13. In Specific Properties for the DataSource Screen.
 Database Name: Same as OmniDocs Cabinet Name
 Server Name: IP/ HostName of the machine where SQL Server is installed
 Port No: Port at which SQL server listens. Default is 1433.

Figure 3.51

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 118


14. Click Finish on ‘Summary’ Screen of Data Source.

Figure 3.52

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 119


15. Click Save link, and save workspace changes to the Master Configuration.

Figure 3.53

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 120


16. Click on the newly created Data Source. Click Custom Properties link in the Additional Properties
pane. Add following Custom properties for the data source:
 User: SQL Server User Name
 Password: SQL Server User’s password

Figure 3.54

17. Click Save link, and save workspace changes to the Master Configuration.

NOTE
To know in detail about cabinet creation refer to Chapter 2 “OmniDocs Service Administration” module of OmniDocs
Server Reference Manual.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 121


3.5 OmniDocs Configuration for Session Management

1. Open the Administration Console, by typing the following URL in the address bar of the browser.
http://IP-Address of the WebSphere Application Server Machine: <WC_adminhost end
point>/admin
2. Expand Applications tab in the left-pane of the Administration Console and click Enterprise
Application Link. Click on the link for “OmniDocs” Application. The Configuration screen for
“OmniDocs” appears.
3. Click on Session Management under Web Module Properties.

Figure 3.55

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 122


4. Check Override session management checkbox.

Figure 3.56

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 123


5. Click on Enable Cookies link under general properties:

Figure 3.57

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 124


6. Make JSESSIONID text in small case and uncheck “Set Session cookies to HTTP Only to help prevent
cross-site scripting attacks” option and click OK.

Figure 3.58

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 125


7. Save the changes in Master Configurations.

Figure 3.59

8. Stop and Start OmniDocs application.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 126


3.6 OpAll Configuration for Session Management

1. Open the Administration Console, by typing the following URL in the address bar of the browser:
http://IP-Address of the WebSphere Application Server Machine: <WC_adminhost end
point>/admin.
2. Expand Applications tab in the left-pane of the Administration Console and click Enterprise
Application Link. Click on the link for “OpAll” Application. The Configuration screen for “OpAll”
appears.
3. Click on Session Management under Web Module Properties.

Figure 3.60

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 127


4. Mark Override session management checkbox.

Figure 3.61

5. Click on Enable Cookies link under general properties:

Figure 3.62

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 128


6. Make JSESSIONID text in small case and uncheck “Set session cookies to HTTPOnly to help prevent
cross-site scripting attacks” option and click OK.

Figure 3.63

7. Save the changes in Master Configurations

Figure 3.64

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 129


8. Stop and Start OpAll application.

Figure 3.65

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 130


4 OmniDocs 10.1 – WildFly 11.0.0 Final

4.1 Pre-requisites for Fresh Installation


 Earlier version of OmniDocs should not be present.
 JDK Version: JDK and JRE 1.8 (or above) should be installed on machine.
 OPERATING SYSTEM: Windows 7/Windows Server 2008/12.
 Database:
 Microsoft SQL Server  Microsoft Azure
 Oracle  PostgreSQL

 Application Server: Red Hat WildFly 11.0.0 Final


 Others: Administrative Rights of the machine.
 Make sure the Application Server is in Stop Mode.

4.2 OmniDocs 10.1 – Installation Steps


In order to install OmniDocs 10.1, perform the following steps:
1. Right-click on OmniDocs10.1.exe and select Run as Administrator.
2. Installer Wizard progress bar appears.

Figure 4.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 131


3. When the setup application is fully loaded, Introduction screen appears.
4. Click Next.

Figure 4.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 132


5. Choose Install Type screen appears.
6. Select Fresh Installation to perform the fresh installation.
7. Click Next.

Figure 4.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 133


8. Pre-requisites screen appears.
9. Confirm the mandatory specified pre-requisites by selecting all the check-boxes.
10. Click Next.

Figure 4.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 134


11. License Agreement screen appears.
12. Accept the terms of License Agreement and click Next to continue with the setup process:

Figure 4.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 135


13. Application Server Screen appears.
14. Select Red Hat WildFly 11.0.0 Final Application Server.
15. Click Next.

Figure 4.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 136


16. Database Server screen appears.
17. Select the required Database Server.
18. Click Next.

Figure 4.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 137


19. Automated Configuration screen appears.
20. As per your requirement, select one of the following options:
 Automated Configuration Required to automate the remaining installation process.
 Automated Configuration Not Required
21. Click Next.

Figure 4.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 138


a. When “Automatic Configuration Required” Is Selected:-
i. Database Information screen appears. Refer the below table to specify the database details:

Database Server IP(For All Databases) IP Address of the Database Server


Database Server User Name(For All Databases) User Name of the Database.
Database Server Password(For All Databases) Password to access the Database.
Database Server Port(For All Databases) JDBC Connection Port on which the Database Server runs.
Cabinet Name(For All Databases) Name of the OmniDocs Cabinet.
Database Service Name(For Oracle Database) Unique name that identifies the Oracle Database Instance

ii. Once all the details are entered, click Next.

Figure 4.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 139


iii. If connection to the Database is established successfully, Data-base Connection Success screen
appears.

Figure 4.10

 If the specified “Database Information” is incorrect, Database Connection Failed dialog box
appears.

Figure 4.11

 Click OK and enter the correct “Database Information” and click Next button.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 140


iv. OmniDocs 10.1 Installation Path screen appears.
v. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
vi. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
vii. Click Next.

Figure 4.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 141


viii. JBOSS/WildFly Home screen appears.
ix. Click Choose to select the location where WildFly is located.
x. Click Next.

Figure 4.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 142


xi. JBoss/WildFly Port screen appears.
xii. Enter WildFly port number in Port Details text box.
xiii. Click Next.

Figure 4.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 143


xiv. Choose Java Home Path screen appears.
xv. Click Choose to select the installation location of JDK.
xvi. Click Next.

Figure 4.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 144


xvii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xviii. Click Install to continue the installation process.

Figure 4.16

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 145


xix. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 4.17

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 146


xx. In between the installation process, “Start Jboss-EAP/WildFly Server” message appears.
xxi. Start WildFly Server and click OK to close the message box.

Figure 4.18

xxii. “JBossEAP/WildFly Server Status” message box appears.


xxiii. Click YES to confirm that the application server has started.

Figure 4.19

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 147


xxiv. After all files are copied to the destination location, Install Complete screen appears.
xxv. Click Done.

Figure 4.20

xxvi. Installation is now complete.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 148


b. When “Automatic Configuration Not Required” Is Selected
i. OmniDocs 10.1 Installation Path screen appears.
ii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure
there is no space between the characters of the selected path.
iii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
iv. Click Next.

Figure 4.21

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 149


v. JBOSS/WildFly HOME screen appears.
vi. Click Choose to select the location where WildFly is installed.
vii. Click Next.

Figure 4.22

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 150


viii. JBoss/WildFly Port screen appears.
ix. Enter Port Details.
x. Click Next.

Figure 4.23

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 151


xi. Choose Java Home Path screen appears.
xii. Click Choose to select the installation location of JDK.
xiii. Click Next.

Figure 4.24

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 152


xiv. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xv. Click Install to continue the installation process.

Figure 4.25

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 153


xvi. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 4.26

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 154


xvii. After all files are copied to the destination location, Install Complete screen appears.
xviii. Click Done.

Figure 4.27

xix. Installation is now complete.

NOTE:
Create your cabinet manually from “OmniDocs Server Administration”. Follow the steps given in Chapter-2 of “OmniDocs
10.1 Server Administration Guide”.
Refer OmniDocs 10.1 User Manual and OmniDocs 10.1 Configuration Settings Guide for additional details on configuring
and using the application.
Refer OmniDocs 10.1 Post Deployment Guide.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 155


5 OmniDocs 10.1 – JBOSS EAP 7.x

5.1 Pre-requisites for Fresh Installation


 Earlier version of OmniDocs should not be present.
 JDK Version: JDK and JRE 1.8 (or above) should be installed on machine.
 Operating System: Windows 7/Windows Server 2008/12.
 Database:
 Microsoft SQL Server Microsoft Azure
 Oracle  PostgreSQL

 Application Server: Red Hat JBoss EAP 7.x


 Others: Administrative Rights of the machine.
 Make sure the Application Server is in Stop Mode.

5.2 OmniDocs 10.1 – Installation Steps


In order to install OmniDocs 10.1, perform the following steps:
1. Right-click on OmniDocs10.1.exe and select Run as Administrator.
2. Installer Wizard progress bar appears.

Figure 5.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 156


3. When the setup application is fully loaded, Introduction screen appears.
4. Click Next.

Figure 5.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 157


5. Choose Install Type screen appears.
6. Select Fresh Installation to perform the fresh installation.
7. Click Next.

Figure 5.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 158


8. Pre-requisites screen appears.
9. Confirm the mandatory specified pre-requisites by selecting all the check-boxes.
10. Click Next.

Figure 5.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 159


11. License Agreement screen appears.
12. Accept the terms of License Agreement and click Next to continue with the setup process.

Figure 5.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 160


13. Application Server screen appears.
14. Select Red Hat JBOSS EAP 7.x Application Server.
15. Click Next.

Figure 5.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 161


16. Database Server screen appears.
17. Select the required Database Server.
18. Click Next.

Figure 5.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 162


19. Automated Configuration screen appears.
20. As per your requirement, select one of the following options:
 Automated Configuration Required to automate the remaining installation process.
 Automated Configuration Not Required
21. Click Next.

Figure 5.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 163


a. When “Automatic Configuration Required” Is Selected
i. Database Information screen appears. Refer the below table to specify the database details:

Database Server IP(For All Databases) IP Address of the Database Server


Database Server User Name(For All Databases) User Name of the Database.
Database Server Password(For All Databases) Password to access the Database.
Database Server Port(For All Databases) JDBC Connection Port on which the Database Server runs.
Cabinet Name(For All Databases) Name of the OmniDocs Cabinet.
Database Service Name(For Oracle Database) Unique name that identifies the Oracle Database Instance

ii. Once all the details are entered, click Next.

Figure 5.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 164


iii. If connection to the Database is established successfully, Database Connection Success dialog box
appears.

Figure 5.10

If the specified “Database Information” is incorrect, Database Connection Failed dialog box
appears.

Figure 5.11

In case of failure, click OK and enter the correct “Database Information” and then click Next.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 165


iv. OmniDocs 10.1 Installation Path screen appears.
v. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
vi. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
vii. Click Next.

Figure 5.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 166


viii. JBOSS/WildFly HOME screen appears.
ix. Click Choose to select the location where JBOSS 7.x is located.
x. Click Next.

Figure 5.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 167


xi. JBOSS/WildFly Port screen appears.
xii. Enter Port Details.
xiii. Click Next.

Figure 5.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 168


xiv. Choose Java Home Path screen appears.
xv. Click Choose to select the installation location of JDK.
xvi. Click Next.

Figure 5.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 169


xvii. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xviii. Click Install to continue the installation process.

Figure 5.16

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 170


xix. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 5.17

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 171


xx. In between the installation process, “Start JBOSS EAP/WildFly Server” message appears.
xxi. This message asks user to start JBOSS EAP Server to continue deployment process.
xxii. Start JBOSS 7 Server.
xxiii. Click OK.

Figure 5.18

xxiv. “JBOSSEAP/WildFly Server Status” message box appears.


xxv. Click YES to confirm that the application server has started.

Figure 5.19

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 172


xxvi. After all files are copied to the destination location, Install Complete screen appears.
xxvii. Click Done.

Figure 5.20

xxviii. Installation is now complete.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 173


b. When “Automatic Configuration Not Required” Is Selected
i. OmniDocs 10.1 Installation Path screen appears.
ii. Click Choose to select the location where you would like to install OmniDocs 10.1. Make sure there
is no space between the characters of the selected path.
iii. Alternatively, click Restore Default Folder to save OmniDocs 10.1 installation in default folder.
iv. Click Next.

Figure 5.21

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 174


v. JBOSS/WildFly Home screen appears.
vi. Click Choose to select the location where JBOSS 7 is located.
vii. Click Next.

Figure 5.22

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 175


viii. JBoss/WildFly Port screen appears.
ix. Enter Port Details.
x. Click Next.

Figure 5.23

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 176


xi. Choose Java Home Path screen appears.
xii. Click Choose, to select the installation location of JDK.
xiii. Click Next.

Figure 5.24

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 177


xiv. Pre-Installation Summary screen appears. Review Pre-Installation Summary before continuing
installation procedure.
 Click Previous to go to the previous screen.
 Click Cancel to cancel the setup process.
xv. Click Install to continue the installation process.

Figure 5.25

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 178


xvi. Installing OmniDocs 10.1 screen appears. It displays the progress of the files being copied to the
installation folder.

Figure 5.26

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 179


xvii. After all files are copied to the destination location, Install Complete screen appears.
xviii. Click Done.

Figure 5.27

xix. Installation is now complete.

NOTE:
Create your cabinet manually from “OmniDocs Server Administration”. Follow the steps given in Chapter-2 of “OmniDocs

10.1 Service Administration Guide”.


Refer OmniDocs 10.1 Reference Manual and OmniDocs 10.1 Configuration Settings Guide for additional details on
configuring and using the application.
Refer OmniDocs 10.1 Post Deployment Guide.

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 180


6 OmniDocs 10.1 – Upgrade Steps – MSSQL

6.1 OmniDocs 10.1 – Upgrade Steps


To upgrade OmniDocs 10.1 in SQL Database Server, follow the given steps:
1. Start your Application Server.
2. Start Wrapper.
3. Start OSA (OmniDocs Service Administrator)
a. To start it, visit the OSA folder present in the installed location of OmniDocs 10.1 and click on
RunAdmin.bat file.
4. OmniDocs Service Administrator starts.

Figure 6.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 181


5. Enter the Login Password and click OK.

Figure 6.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 182


6. On successful login, the screen appears as:

Figure 6.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 183


7. Click on Register.
8. Register New Server screen appears.
a. Select the Server Type.
b. Provide IP Address.
c. Enter the Admin Port number.
d. Click OK.

Figure 6.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 184


9. The screen appears with “Registration successful” status as:

Figure 6.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 185


10. Select the “Server Type” and click on Connect.
11. Connection with the Server Type starts and displays Connection successful status.

Figure 6.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 186


12. Click on Manage button.

Figure 6.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 187


13. Select the Server Type from the left panel.
14. Click on Stop to stop the Server Type.

Figure 6.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 188


15. Click on Associate to associate the cabinet.

Figure 6.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 189


16. To associate the cabinet, select the Database Type and then click on Next.

Figure 6.10

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 190


17. Under Cabinet Properties tab,
a. Specify the new Cabinet Name.
b. Provide the Database Server Name where the cabinet exists.
c. Specify the Database User Name for accessing the specified cabinet.
d. Specify the Database Password for accessing the specified cabinet.
e. Click Next.

Figure 6.11

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 191


18. Under Connection tab,
a. Specify the Maximum number of database connection that can be made available to the
cabinet.
b. Specify the Minimum number of database connection that can be made available to the
cabinet.
c. Specify the Query Timeout period (in seconds) for this cabinet.
d. Specify the Refresh Interval period (in minutes) for this cabinet.
e. Click Done.

Figure 6.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 192


19. Select the Cabinet and click on UpgradeCabinet button.

Figure 6.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 193


20. A confirmation message appears to upgrade the selected cabinet.

Figure 6.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 194


21. Click Yes to continue the upgrade.
22. The Upgrade Cabinet successful appears.

Figure 6.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 195


7 OmniDocs 10.1 – Upgrade Steps – Oracle
7.1 OmniDocs 10.1 – Upgrade Steps
To upgrade OmniDocs 10.1 in Oracle Database Server, follow the given steps:
1. Start your Application Server.
2. Start Wrapper.
3. Start OSA (OmniDocs Service Administrator)
 To start it, visit the OSA folder present in the installed location of OmniDocs 10.1 and click on
RunAdmin.bat file.
4. OmniDocs Service Administrator starts.

Figure 7.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 196


5. Enter the Login Password and click OK.

Figure 7.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 197


6. On successful login, the screen appears as:

Figure 7.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 198


7. Click on Register.
8. Register New Server screen appears.
 Select the Server Type.
 Provide IP Address.
 Enter the Admin Port number.
 Click OK.

Figure 7.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 199


9. The screen appears with Registration successful status as:

Figure 7.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 200


10. Select the Server Type and click on Connect.
11. Connection with the Server Type starts and displays Connection successful status.

Figure 7.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 201


12. Click on Manage button.

Figure 7.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 202


13. Select the Server Type from the left panel.
14. Click on Stop to stop the Server Type.

Figure 7.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 203


15. Click on Associate to associate the cabinet.

Figure 7.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 204


16. Under Database tab,
a. Select the Database Type
b. Provide the Port Number.
c. Specify the Service Name.
d. Click on Next.

Figure 7.10

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 205


17. Under Cabinet Properties tab,
a. Specify the new Cabinet Name.
b. Provide the Database Server IP where the cabinet exists.
c. Specify the Database User Name for accessing the specified cabinet (same as Cabinet Name).
d. Specify the Database Password for accessing the specified cabinet (same as Cabinet Name).
e. Click Next.

Figure 7.11

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 206


18. Under Connection tab,
a. Specify the Maximum number of database connection that can be made available to the
cabinet.
b. Specify the Minimum number of database connection that can be made available to the
cabinet.
c. Specify the Query Timeout period (in seconds) for this cabinet.
d. Specify the Refresh Interval period (in minutes) for this cabinet.
e. Click Done.

Figure 7.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 207


19. Select the Cabinet and click on UpgradeCabinet button.

Figure 7.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 208


20. A confirmation message appears to upgrade the selected cabinet.

Figure 7.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 209


21. Click Yes to continue the upgrade.
22. The Upgrade Cabinet successful appears.

Figure 7.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 210


8 OmniDocs 10.1 – Upgrade Steps - PostgreSQL

8.1 OmniDocs 10.1 – Upgrade Steps


To upgrade OmniDocs 10.1 in PostgreSQL Database server, follow the given steps:
1. Start your Application Server.
2. Start Wrapper.
3. Start OSA (OmniDocs Service Administrator)
a. To start it, visit the OSA folder present in the installed location of OmniDocs 10.1 and click on
RunAdmin.bat file.
4. OmniDocs Service Administrator starts.

Figure 8.1

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 211


5. Enter the Login Password and click OK.

Figure 8.2

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 212


6. On successful login, the screen appears as:

Figure 8.3

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 213


7. Click on Register.
8. Register New Server screen appears.
a. Select the Server Type.
b. Provide IP Address.
c. Enter the Admin Port number.
d. Click OK.

Figure 8.4

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 214


9. The screen appears with Registration successful status as:

Figure 8.5

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 215


10. Select the Server Type and click on Connect.
11. Connection with the Server Type starts and displays Connection successful status.

Figure 8.6

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 216


12. Click on Manage button.

Figure 8.7

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 217


13. Select the Server Type from the left panel.
14. Click on Stop to stop the Server Type.

Figure 8.8

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 218


15. Click on Associate to associate the cabinet.

Figure 8.9

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 219


16. Under the Database Tab,
a. Select the Database Type.
b. Provide the Port Number.
c. Click on Next.

Figure 8.10

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 220


17. Under Cabinet Properties tab,
a. Specify the new Cabinet Name.
b. Provide the Database Server IP where the cabinet exists.
c. Specify the Database User Name for accessing the specified cabinet.
d. Specify the Database Password for accessing the specified cabinet.
e. Click Next.

Figure 8.11

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 221


18. Under Connection tab,
a. Specify the Maximum number of database connection that can be made available to the
cabinet.
b. Specify the Minimum number of database connection that can be made available to the
cabinet.
c. Specify the Query Timeout period (in seconds) for this cabinet.
d. Specify the Refresh Interval period (in minutes) for this cabinet.
e. Click Done.

Figure 8.12

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 222


19. Select the Cabinet and click on UpgradeCabinet button.

Figure 8.13

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 223


20. A confirmation message appears to upgrade the selected cabinet.

Figure 8.14

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 224


21. Click Yes to continue the upgrade.
22. The Upgrade Cabinet successful appears.

Figure 8.15

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 225


9 Web API
NOTE:
This Web API – Upgrade is applicable for all the OmniDocs 10.1 supported application servers.

To upgrade Web API, carry out the following steps:-


1. Access the following location in existing application server:-
Application server root path\bin\ngdbini\odwebini\
2. Copy following 2 files present in the opened location:-
 ApplicationConfiguration.xml
 Criteria.xml
3. Paste both the copied file in the below given location of the new application server.
Application server root path\bin\ngdbini\odwebini\

Newgen OmniDocs 10.1 – Installation Guide on Windows Page 226

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