Xerox SmartSend Support & Software User Guide
Install SMARTsend
SMARTsend
Installation and Administration Guide
Installation and Administration Guide
60
5.
TRIM Connectivity toolkit is installed on the TRIM server. and connectivity between TRIM Server
and Client is established.
and Client is established.
6.
The user must have Administration privilege in the host machine.
7.
TRIM metadata fields are added in the database.
8.
The TRIM adaptor must be installed on the SMARTsend computer before the TRIM option can be
added to SMARTsend. Use the
added to SMARTsend. Use the
Installation Instructions for Optional Components on the following
page to install the TRIM optional component. After installing the client, restart the computer if
prompted to do so. After installation, perform the following steps to configure the TRIM service:
a.
prompted to do so. After installation, perform the following steps to configure the TRIM service:
a.
Launch SMARTsend and log in as an administrator to access the Administration Home Page.
b.
From the SMARTsend home page, select the Add a New Credential link. On the Account
Settings window that displays enter TRIM for Account Type, enter the name of the account,
enter the server name, enter the virtual directory name (the virtual directory is configured
within Microsoft IIS 6 and is where the TRIM Connectivity Toolkit binaries resides. The
default name of virtual directory is TrimCT2), enter the user name and password (the user
must belong to the domain group on which TRIM Context Services is running. This is the
same user name and password that was configured in the TRIM Configuration Requirements
listed above). Select OK.
Settings window that displays enter TRIM for Account Type, enter the name of the account,
enter the server name, enter the virtual directory name (the virtual directory is configured
within Microsoft IIS 6 and is where the TRIM Connectivity Toolkit binaries resides. The
default name of virtual directory is TrimCT2), enter the user name and password (the user
must belong to the domain group on which TRIM Context Services is running. This is the
same user name and password that was configured in the TRIM Configuration Requirements
listed above). Select OK.
c.
Once the credential has been established, create a SMARTsend workflow. Refer to the User
Guide for help in creating workflows.
Guide for help in creating workflows.
Installation Instructions for Optional Components
(Standard or Professional Edition feature)
(Standard or Professional Edition feature)
To install SMARTsend Optional Destinations:
1.
1.
Log in to the SMARTsend computer as an administrator.
2.
At the SMARTsend computer, insert the CD for the
SMARTsend
TM
Optional Destinations into the
CD-ROM drive.
3.
Browse the CD-ROM drive using Windows Explorer. Open the folder for the destination you want
to install.
to install.
4.
Double-click the Setup.exe icon.
5.
Select the language in which the installer should run and click OK.
6.
Click Next > at the installer Welcome page.
7.
Read and accept the license agreement. Click Next.
8.
Click Install to begin the installation.
9.
Click Finish on the confirmation screen. If prompted to restart the computer, click Yes.
Note:
Some optional components require the installation and configuration of additional
client software before the optional component is installed. Please review
on page 56 before you perform the following
installation procedure.