Use DRS to configure and deploy the unified client

Before you begin, you must complete the steps in How to configure Device Registration Service.
DRS is installed as a ControlSuite component. Administrative access to the server is required. The following steps are performed on the server where the installation takes place.
  1. Open DRS. In a Web browser, enter http://<DRSServerIP>:9000/ where <DRSServerIP> is the IP address of the server where DRS is installed.
  2. Create an application in DRS:
    1. Select the Applications tab.
    2. Click the New () button at the top left of the Applications pane.
    3. In the Name field (required), enter an application name.
    4. Select HP Unified Client as the Application Type.
    5. In the DWS Server Address field (required), enter the primary DWS host name. It is recommended that you use the fully qualified domain name of the server instead of the IP address. If you cannot use the fully qualified domain name, use an IPv4 address.
    6. If you have additional DWS servers for failover purposes, enter their host names in the DWS Server #2 Address, DWS Server #3 Address, and DWS Server #4 Address fields.
    7. In the DWS Server(s) Port field, enter the port number. The default is 8444.
    8. For Trust Self-signed Certificate for DWS Server, select False to use certificates from a trusted certificate authority or True to use self-signed certificates.
    9. In the Server Configuration list, select one of the following options: AutoStore and Equitrac, AutoStore and Output Manager, Equitrac, Output Manager or AutoStore.
      Based on the server selection, only some of the following application fields are visible.
    10. If you select AutoStore as part of the configuration, complete the following information:
      • Enter the host name or IP address for the AutoStore Server Address.
      • Enter the AutoStore Server TLS Port number that the AutoStore server uses to communicate with the Unified Client for HP. By default, the port number is 3310.
      • For AutoStore Server Use TLS, select True or False.
      • For Trust Self-signed Certificate for AutoStore Server, select False to use certificates from a trusted certificate authority or True to use self-signed certificates.

    11. If you select Equitrac as part of the configuration, complete the following information:
      • In the DCE Server Address field (required), enter the IP address or host name used by the Equitrac Server.
      • If you have additional DCE servers for failover purposes, enter their IP addresses in the DCE Server #2 Address, DCE Server #3 Address, and DCE Server #4 Address fields.
      • For Trust Self-signed Certificate for DCE Server, select False to use certificates from a trusted certificate authority or True to use self-signed certificates.
    12. If you select Output Manager as part of the configuration, complete the following information:
      • In the Print Manager Address field, enter the IP address or host name used by the Output Manager server.
      • Enter the Print Manager TLS Port number. By default, the port number is 8068.
      • For Print Manager Use TLS, select True or False.
    13. For Authentication, select True if the Unified Client for HP is an authentication provider on the device or False if authentication is completed by a third-party provider, such as CAC. This option is not available for an AutoStore only configuration.
    14. For Kofax Authorization, select True to use one of the authorization profiles offered by the Unified Client for HP or False to use another authorization agent outside of the Unified Client for HP. This option is not available for an AutoStore only configuration.
    15. Click Save ().
  3. Add a device in DRS:
    1. Click the Devices tab.
    2. Click the New () button at the top left of the Devices pane. The Add Device function loads into the right pane.
    3. In the Name field (required), enter a name for the HP device or device group that identifies it on the network.
    4. In the Address field (required), enter the address of the device. While IP addresses can be used, it is preferable to use the fully-qualified domain name.
      You cannot specify a static IPV6 address for the device in DRS. It must be a host name or a static IPV4 address.
    5. Enter the Username and Password for the device. Typically, the username is admin.
    6. In the Application list (required), select the application you created in the previous step. The remaining device fields appear.
    7. For Trust Self-signed Certificate for device, select False to use certificates from a trusted certificate authority or True to use self-signed certificates.
    8. For Customize Application Name, select True to display the Application Name field and enter a name for the application. This name will appear under the button on the HP device home screen that is used to access Kofax workflows.
    9. If you selected Equitrac or Output Manager as the configuration, complete the following information.
      • If a card reader is attached to the device, select the type from the Card Reader Model list. If your card reader is not listed, you can select Custom and enter the PID and VID of the card reader.
      • In the Authorization Level list (required if you enabled Kofax authorization), select one of the following authorization profiles:
        • Standard Kofax Admin Authorization: This profile locks specific applications and features for administrators only. After logging in, users can access all other device applications.
        • Standard Kofax User Authorization: This profile makes all applications and features available to users after logging in.
        • Standard Kofax Guest Authorization: This profile makes all applications and features available to users without requiring them to log in. Some applications, such as device settings, are restricted to administrators. Access to Kofax workflows requires a user to log in using the Kofax authentication option.
      For more information, see Authorization.
    10. Click Save () at the top of the Add Device pane.
  4. From the list at the top of the Details pane, select Install and Configure.
    The primary DWS must be online and available when installing the application.
  5. Click Run Action (). This action may take a few moments to complete. Once finished, a Successfully completed message appears in the Action History pane at the bottom of the screen.
    If you want to change any settings in the application (such as the primary DWS server or server details for Equitrac or AutoStore), you must use the Uninstall and Delete action in to remove the application profile from the device, update the application settings, then choose the Install and Configure action again.

    If you add a Device Group in DRS, you can set up multiple devices at the same time with a common configuration. You can also override individual settings per device if you want to group your devices but still have certain settings different. When you run an action at the group level, it will run that command on each of the devices in the group, for a bulk installation. For more information, see Working with Device Groups.