Customizing your Docupresentment Server Environment

Once the base system has been installed and tested, you can begin the process of moving customizations from the existing Docupresentment installation to the Docupresentment Server directories.

Note:

Client customizations and configurations can vary greatly in both complexity and degree of customization. Therefore, it is highly recommended that you contact your Consulting Services representative for help in planning the transition and executing the migration.

These steps deal with the basic XML configuration files that are shared by all client installations:

  1. Create a backup copy of the following INI and XML files in the new installation's docserv directory (these are the base Docupresentment files and will be modified): dap.ini, dsi.ini, docclient.xml, and docserv.xml.
  2. Modify any directory references in these INI and XML files to correctly reference the new Docupresentment installation location.
  3. Copy the client MRL to the new installation. Typically, the client MRL will be located in the docserv/mstrres directory.
  4. Modify the base Docupresentment Server docserv.xml and docclient.xml files to include these changes:
    • Queuing systems. Modify the existing queuing settings to use the queuing methodology your environment uses. Also modify the dsi.ini file to include the queuing changes
    • Customized client request types. The base Docupresentment system includes only base client request types. Client specific customized request types should be copied and pasted to the new docserv.xml file. If any of the request types include a path that includes the new Docupresentment installation path, be sure to modify those paths in the request types.
    • Configurations. You can copy the dap.ini file from your existing Docupresentment 2.x environment to the newly-created Docupresentment Server environment (be sure to create a backup copy first in the docserv directory). This makes sure the configuration information is available to the Docupresentment Server installation

Once you move all client components to the new installation directories, see Testing the Installation section to test the installation again.