• Use the Install Assistant Wizard (recommended) - Select this to use the wizard to walk you through the installation process.
• Manually Configure - This option is intended for advanced users who are familiar with the components. This options skips the questionnaire and goes directly to the Advanced installation page.

• Yes, this will be my primary AutoStore document and image capture server - This installs the core AutoStore document and image capture features.
• No, this server will support AutoStore document and image capture but will be a secondary server - Select this option if you already have a primary AutoStore server, but want to add other processes to this server.

• Capture from MFP Devices
• Capture from desktop, web and all other non-MFP sources
• Document Transformation
• Processing Components (OCR, Image, Cleanup, etc) - This is only available when selecting the secondary server option.

• Equitrac - This installs the core Equitrac print management components (for example, print sever, web-based System Manager, and configuration, authentication and accounting service)
• Output Manager - This installs the Output Manager Input and Output services.
• No, I do not want to install these features

• License Server - This is required on at least one ControlSuite server to enable and enforce licensed entitlements.
• Security Framework - This is required on at least one ControlSuite server to broker communication between ControlSuite components.
• Device Registration - This is required to register and configure MFP devices and to initialize and configure Mobile on MFPs.
• Device Web Service (DWS) - This is required to support web-based MFP devices.

Click the Advanced link if you want to modify the components to be installed. At this point you can select additional components, but the previously selected components cannot be updated or modified. In order to modify pre-selected components, you need to go back and change your selection through the questionnaire. After any changes have been made click Save and Next to continue.

Select one or more of the following options, and then click Next to continue.

• Force download of latest installers - Install Assistant verifies that the latest installers are currently on your system, and if they are not the latest, it downloads updated installers overriding the older files in the Installs folder. This is not required, and will increase the installation time.
• Automatically continue with install once all required installers are available - Install Assistant verifies that the required installers are currently on your system and then continues with the installation. Any missing installers are automatically downloaded, but this option does not check if you have the latest versions of the installers on your system. Select this option and the "Force download of latest installers" option to ensure you have a complete up-to-date set of installers before proceeding.
• Download only - will not check local system for prerequisites or install - Install Assistant downloads the selected components but does not check for prerequisites or install the selected components. Using this option allows customers to download the necessary MSIs and generate an offline installer package that can then be distributed and installed within an offline deployment. When this option is selected, Install Assistant proceeds directly to the Results page displaying a "Successfully downloaded selected components" message. Click Finish when done.

If installing the Web Installer package, which only contains the Install assistant, the installers for the services selected in the Questionnaire will be downloaded and will populate the Install folder of the Web Installer package.

If installing the Offline Installer package that contains all installers, it can be run locally on the server without an Internet connection. The Offline version contains every installer required for any possible installation setup, and not all installers may be needed for your deployment. As the files are being installed, the C:\Program Files\Nuance\<Product> folders are populated with the selected services.

• A green checkmark beside the feature indicates that the requirements have been met.
• A red ’X’ means that a particular feature does not meet the minimum requirement and must be installed or updated before the installation can continue.
• A yellow warning means that the minimum requirements are met, but does not meet the preferred requirements to run with optimum results.

After addressing any hardware or ports prerequisites issues, click Retry, and then click Next to continue once the requirements are met.

During the install process, you can Cancel or Rollback the installation.

• Cancel stops or pauses the install but does not remove already installed components. The previous selections are saved and administrators can re-run the install at a later date and continue where they left off.
• Rollback stops the install and uninstalls any components that have been installed to that point.

• Use the Install Assistant Wizard (recommended) - Select this to use the wizard to walk you through the installation process.
• Manually Configure - This option is intended for advanced users who are familiar with the components. This options skips the questionnaire and goes directly to the Advanced installation page.

• Yes, this will be my primary Equitrac Core Accounting Server (CAS) - This installs the Equitrac core configuration, authentication and accounting features.
• No, this server will host a secondary CAS or support print management capabilities - Select this option if you already have a primary Equitrac server, but want to add other print capabilities to this server.

• Print Server (DRE)
• MFP Device Support
• Web-based System Manager - This installs the Equitrac Web System Manager.
• Device Monitoring (DME)
• Device Control (DCS)- This is required to support Ethernet card readers or Konica Minolta Combined Client (iOption)
• Host-based printing powered by Output Manager - This is only for Equitrac Enterprise installations.
• Equitrac Configuration and Reporting Utilities - This enables the configuration of the Equitrac Windows System Manager, which includes Print Driver Repository, Campus Card and Reports Manager. Refer to the Kofax Equitrac Windows System Manager Guide to install and configure the Windows System Manager components.
• Reporting/Secondary CAS Server - This is only available when selecting the secondary CAS option.

• Equitrac Capture & Send - Equitrac scanning only supports Xerox, Fuji-Xerox, Ricoh and Toshiba devices.
• Enhanced Capture powered by AutoStore - This installs the core AutoStore capture and processing components.
• I do not want to install Capture functionality on this server

• License Server - This is required on at least one ControlSuite server to enable and enforce licensed entitlements.
• Security Framework - This is required on at least one ControlSuite server to broker communication between ControlSuite components.
• Device Registration - This is required to register and configure MFP devices and to initialize and configure Mobile on MFPs.
• Device Web Service (DWS) - This is required to support web-based MFP devices.

Click the Advanced link if you want to modify the components to be installed. At this point you can select additional components, but the previously selected components cannot be updated or modified. In order to modify pre-selected components, you need to go back and change your selection through the questionnaire. After any changes have been made click Save and Next to continue.

Select one or more of the following options, and then click Next to continue.

• Force download of latest installers - Install Assistant verifies that the latest installers are currently on your system, and if they are not the latest, it downloads updated installers overriding the older files in the Installs folder. This is not required, and will increase the installation time.
• Automatically continue with install once all required installers are available - Install Assistant verifies that the required installers are currently on your system and then continues with the installation. Any missing installers are automatically downloaded, but this option does not check if you have the latest versions of the installers on your system. Select this option and the "Force download of latest installers" option to ensure you have a complete up-to-date set of installers before proceeding.
• Download only - will not check local system for prerequisites or install - Install Assistant downloads the selected components but does not check for prerequisites or install the selected components. Using this option allows customers to download the necessary MSIs and generate an offline installer package that can then be distributed and installed within an offline deployment. When this option is selected, Install Assistant proceeds directly to the Results page displaying a "Successfully downloaded selected components" message. Click Finish when done.

If installing the Web Installer package, which only contains the Install assistant, the installers for the services selected in the Questionnaire will be downloaded and will populate the Install folder of the Web Installer package.

If installing the Offline Installer package that contains all installers, it can be run locally on the server without an Internet connection. The Offline version contains every installer required for any possible installation setup, and not all installers may be needed for your deployment. As the files are being installed, the C:\Program Files\Nuance\<Product> folders are populated with the selected services.

• A green checkmark beside the feature indicates that the requirements have been met.
• A red ’X’ means that a particular feature does not meet the minimum requirement and must be installed or updated before the installation can continue.
• A yellow warning means that the minimum requirements are met, but does not meet the preferred requirements to run with optimum results.

After addressing any hardware or ports prerequisites issues, click Retry, and then click Next to continue once the requirements are met.

During the install process, you can Cancel or Rollback the installation.

• Cancel stops or pauses the install but does not remove already installed components. The previous selections are saved and administrators can re-run the install at a later date and continue where they left off.
• Rollback stops the install and uninstalls any components that have been installed to that point.

The green checkmark beside the component indicates that the database is configured correctly. The red warning means that a particular configuration setting is not valid, and the database information must be updated before the configuration can continue. When the databases are validated, click Next to continue.

To modify a database, click the Edit icon beside its name to open the Configure Component window, and select a Database Type - SQL Server, SQL Server Compact Edition or Oracle.

If selecting SQL Server, modify the following:

• Authentication Type - Windows or SQL Server.
  • Windows (default selection): select this option when the user running the Windows Service account connects to the database server.
  • SQL Server: enter the user credentials in the Login and Password fields, (this can be another Windows user or a SQL Server user).
• Instance - use the default, or select another instance from the list, or click Find to search for one not in the list.
• Database Name - Enter the name of the database or select another database from the list.
• Click the Test button to verify the database and server and functioning. A green check-mark displays when validated.

If selecting SQL Server Compact Edition, enter the database Password, and click the Test button to verify the database and server and functioning.

If selecting Oracle, modify the following:

• DNS - Enter the name of the DNS Server.
• Login and Password - Enter the Login and Password of the user with admin rights to the Oracle server.
• Click the Test button to verify the database and server and functioning. A green check-mark displays when validated.

A Running Database Scripts window opens to locate and connect to the selected databases. When successful, there is a green check-mark beside each item. Close the database script window when done. A red 'x' indicates that a the database was not setup properly.

• Click the Actions icon beside the Distributed Database Service (DDB) and select Configure if you want to edit its default settings. You can edit the ports used and the data folder and log file locations. Click OK to save the changes or Cancel to leave the defaults. By default this service is not started and it cannot be manually started. The DDB service will start automatically once the security framework is configured.
• Click the Actions icon beside the Licensing Service and select Configure if you want to change the Licensing Service Port used. By default Port 44370 is used by the ControlSuite licensing service. Select Start to start the licensing service if it not already running.
• Click Next.

An Initializing Security Framework window opens to update the configuration and register the distributed database. When successful, there is a green check-mark beside each item. Close the security framework window when done.

• Select all the services that need to be enrolled. By default all servers need to be enrolled. Choose Enroll from the Choose list. Alternatively, you can select Enroll from the Action option to enroll one or more services at a time. You can also Unenroll and Validate the services from the Action option.
• An Enrolling pop-up shows the enrolling status. Close the Enrolling window when done, and click Next.

To create a self-signed certificate:

To use an existing certificate from the Windows Certificate Store:

To import an existing certificate file into the Windows Certificate Store: