MetaServer > Help > MetaServer Installation Check-List

Before installing MetaServer on the customer’s system, we need the following:

IT Contact

The name, email address and phone number of a contact in the customer’s IT department in case of security issues, assistance to access a SQL database (for systems using DB Lookup) or if Anti-Virus software exceptions need to be added.

Admin Rights to install Server and Client

Admin access rights on the machine running MetaServer and on its clients (if any) during installation.

Shared Folders Info

Credentials with read/write permissions for the folder paths used to store the processed PDFs and data. UNC paths are preferred over mapped drive letters.

SQL Database details if DB lookup is required

In case of database lookups in a SQL database, we need the name of the database and the table(s) with the relevant information and correct credentials to access the database table(s).

Firewall settings

On the machine that will run MetaServer (not the PCs running the Operator client), the Windows Firewall settings need to be adjusted as described here.

SMTP Settings for error notifications

– SMTP Server name

– SMTP Port

– SSL: Yes or No

– User name and password to access the SMTP server

IMAP settings if email import is required

– IMAP Server name

– IMAP Port

– SSL: Yes or No

– User name and password to access the IMAP server

IMAP4 on an Exchange server: By default, IMAP connectivity isn’t enabled in Exchange. To enable IMAP connectivity, find instructions here.

MetaServer requirements:

- Processor: Intel i5 (minimum) - Intel i7-i9 or equivalent (recommended)

- Number of cores: More cores means faster performance.

- Memory: 4 GB (Minimum) - 8 GB RAM (Recommended)

- OS: Windows 7 or Windows Server 2008 R2 or more recent

- Microsoft .Net Framework: 4.6.2 or higher. Find the latest .Net Framework here.

Microsoft Visual C++ Redistributable: for Visual Studio 2015, 2017 and 2019 for x86. You can find the latest vc_redist.x86.exe here.

- Storage: 500 GB (minimum) - 1 TB (Recommended) HDD or SSD

- A stable internet connection

MetaServer Administration Client / Operator Client specifications:

Note: These are the specifications for machines only running the MetaServer Administration or Operator Client software. If the Client(s) run on the server, the specifications for MetaServer apply (see previous).

- Processor: Intel i3 (minimum) - Intel i5, equivalent or above

- Memory: 4 GB RAM or above

- OS: Windows 7 or more recent

- Microsoft .Net Framework: 4.6.2 or higher. Find the latest .Net Framework here.

Microsoft Visual C++ Redistributable: for Visual Studio 2015, 2017 and 2019 for x86. You can find the latest vc_redist.x86.exe here.

- Storage: 500 GB HDD or SSD

– Download and install MetaServer

– Download and install the Searchable PDF Module

– Download and install the Create installer Tool (to create back-ups of the configuration)

– We recommend installing one of the following PDF-Viewers:

– PDF-XChange Viewer (recommended)

– Adobe Acrobat Reader DC

Note: Install the following software if the Operator Client or Admin Client runs on a different machine than MetaServer.

– Download and install the Operator Client and / or the Admin Client

– You can find detailed instructions how to use multiple clients with a central MetaServer here.

– We recommend installing one of the following PDF-Viewers:

– PDF-XChange Viewer (recommended)

– Adobe Acrobat Reader DC

Step 1: Download TeamViewer.

Step 2: Place the installer in a folder of choice and run it to install TeamViewer. Simply accept all defaults. We will use TeamViewer to remotely install the configuration and use it for future updates, new configurations and support.

Step 3: If you are familiar with TeamViewer, configure it to auto-start with Windows and allocate it a permanent password. Please provide us the TeamViewer ID and the permanent password. If you are not familiar with TeamViewer we can do the TeamViewer configuration for you during installation.

If you use a multifunctional printer-scanner, define shortcuts on the MFP’s touch panel to scan to the folders watched by MetaServer in PDF format.

1. We recommend the following MFP scanner settings:

– PDF or PDF/A multipage format
Type / Mode: Color Photo (NOT Text or Photo + Text)
– Disable any special compression settings
– Disable searchable text options
Resolution: 300 DPI
– Enable automatic page orientation / format

2. Specific settings for Lexmark MFPs:

– PDF or PDF/A Single File (“Single File” means one file containing multiple pages, this is also known as a multipage PDF file)
JPEG Quality: 70
Resolution: 300 DPI
Darkness: 3
Content Type: Photo
Content Source: Photo/Film

Step 1: Install Kofax Express 3.2 (1GB)

  • Download Kofax Express 3.2 by clicking on this link.
  • Place the zip file in C:\Kofax-Software and unzip it.
  • Install the software by running C:\Kofax-Software\install-kofax-express\Kofax Express Standalone Setup
  • Accept all the proposed defaults during the installation.

Step 2: Install the latest Kofax Express 3.2 Fix Pack (15MB)

  • Go to the Kofax Express 3.2 downloads page to download the latest Kofax Express 3.2 fix pack by clicking on this link.
  • Place the zip file in C:\Kofax-Software and unzip it.
  • Install the fix pack by running C:\Kofax-Software\kofaxexpress-3.2.0.XX\kofaxexpress-3.2.0.XX.exe
  • Install the ISIS driver of your scanner. If the ISIS driver is not delivered with the scanner, google [Scanner Make] [Scanner Model] ISIS driver download to find the ISIS driver.
  • After installing the ISIS driver, connect and switch on your scanner.

Step 3: Run Kofax Express and test your scanner

Step 4: Install any CaptureBites export connectors: Make sure you have run Kofax Express at least once before installing any CaptureBites export connectors.

Step 1: don’t connect your scanner yet.

Step 2: download and install your scanner’s 32-bit TWAIN driver:
https://imagescanner.fujitsu.com/global/dl/

Step 3: after installation, connect and turn on your scanner and check if it’s recognized as a device by Windows. You can verify this by checking your “Printers & Scanners” in Windows 8 and 10 system settings (In Windows 7, check Device Manager).

Step 4: download and install the most recent version of PaperStream Capture:
https://imagescanner.fujitsu.com/global/dl/

If your scanner is not listed, make sure you have installed the correct driver and the scanner is switched on and connected properly (USB connectors on the back of the scanner and on the PC). If it’s still not working, reboot your PC and check again.

If the scanner still does not appear as a device, the scanner is not functioning properly, and you need to contact your scanner hardware supplier.