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SMARTsend™ Release 3
Administrator Quick Reference
Note
DO NOT attempt to install SMARTsend using this document alone. The cross references in this document pertain to the SMARTsend 
Installation and Administration Guide, 
which contains detailed information and instructions that are essential for a successful installation. See 
Chapter 2, Prepare for Installation of the SMARTsend Installation and Administration Guide for information and issues that should be considered 
before you attempt to install and use the SMARTsend application. Please allow adequate lead time to address these issues.
SMARTsend Configuration Requirements
Computer configuration is the foundation for a successful SMARTsend installation. Please follow and confirm all the guidelines and 
requirements in this section to ensure that the computer is properly configured to support SMARTsend.     
For best performance, install SMARTsend on a dedicated computer with a minimum of a 1.0 GHz or faster CPU, at least 750 
MB of free disk space, 512 MB RAM (1 GB or more is recommended and is required for Windows Vista), and a single network 
adapter (multiple adapters are not supported). The computer cannot be a domain controller.
SMARTsend Standard or Professional Editions can be installed on the following platforms: Windows 2000 Server or Advanced 
Server (SP4 or later), Windows 2003 Server with all critical operating system software updates installed, Windows Vista, or a 
Windows XP Professional computer (SP2 or later). 
SMARTsend may also be installed on any of the supported operating systems in conjunction with VMware or Microsoft Virtual 
PC/Virtual Server. 
Note
SMARTsend performance may degrade when it is run on a shared file/print server, or when using VMware or Microsoft Virtual PC/Virtual Server. 
Performance degradation is likely to be more significant when using SMARTsend Professional OCR features.
TCP/IP must be enabled and functional.
Confirm that the ports required for each supported protocol are not blocked by filtering at a switch,  router, or firewall. See 
TCP/IP Port Configuration
 in chapter 2 of the Installation and Administration Guide.
If using DNS, it must be properly configured. If the PaperWare Form Forwarding options are used (Professional Edition), DNS 
must also be configured on all SMARTsend and FlowPort computers that will be receiving forwarded forms. See “Verifying the SMARTsend Computer DNS Configuration” on page 9. and “Configure PaperWare Form Forwarding Settings” on page 40.
File and Printer Sharing must be enabled on the network adapter and port 139 must be available. See “Enable File and Printer Sharing” on page 10..
Internet Information Services (IIS) 5.0, or higher, must be installed and configured with the Common Files, Internet Informa-
tion Services Manager, and World Wide Web Service. For Windows Vista, IIS 6.0 compatibility must be installed. If using FTP 
for filing, the FTP Server component must also be enabled. See “Install and Configure IIS / FTP” on page 11.. Please note that 
IIS is part of the Windows operating system, and its components can be installed using the Windows Add/Remove Programs 
options. 
Note
The SMARTsend installation program will install the .NET Framework if it is not present on the computer. However, IIS must be installed before 
the .NET Framework is installed on a Windows 2000 Server/Advanced Server, a Windows XP Professional computer or a Windows Vista computer. 
If the .NET Framework and IIS are currently installed on the computer and you are not certain if IIS was installed first, then these components 
should be uninstalled and reinstalled in the proper sequence. (IIS and then SMARTsend, which installs .NET Framework 2.0)