Install Transflo DMS Client and Server
This knowledge base provides instructions for administrators to install the Transflo DMS Enterprise 4.9 client and server applications and conversion utilities. Version 4.9 of the Transflo DMS system was developed with an improved state-of-the-art architecture.
The following specs apply to Transflo DMS Enterprise, the on-prem edition of the product.
Supported Server Operating System
-
Microsoft Windows Server 2012
-
Microsoft Windows Server 2016
-
Microsoft Windows Server 2019
Supported Client Operating System
-
Microsoft Windows 7 x86 or x64 (deprecated)
-
Microsoft Windows 10
-
Microsoft Windows 11
Third-Party Software
The following is a list of supported third-party software:
Vendor | Product | Version | Operating System | Client/Server | Notes |
---|---|---|---|---|---|
Open TEXT |
VIP Document Manager (Gauss) |
8.8.1.1 |
IBM iSeries v7R1 |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
8.8.1 |
Windows Server 2012 R2 x86 or x64 or newer |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
9.0.1 |
IBM iSeries v7R1 |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
9.0.1 |
Windows Server 2012 R2 x86 or x64 or newer |
Server |
|
HP Autonomy |
Teleform (Cardiff) |
10.4.1 |
Windows 10 or 11 |
Client |
|
HP Autonomy |
Teleform (Cardiff) |
10.6.0 |
Windows 7 Enterprise x86 or x64 |
Client |
|
Kofax |
VRS (Elite) |
4.5 |
Windows 10 or 11 |
Client |
|
Kofax |
VRS (Elite) |
5 .0 |
Windows 7 Enterprise x86 or x64 |
Client |
|
Microsoft |
Internet Explorer |
11.0 |
Windows 7 Enterprise x86 or x64 |
Client |
|
Microsoft |
Edge |
Latest |
Windows 10 or 11 |
Client |
Desktop version only. (Not RT) |
Microsoft |
SQL Server x86 x64 |
2012 or newer |
Windows 2012 x64 or newer |
Server |
with SQL Server Agent |
Microsoft |
.NET Framework |
2.0 |
Windows 7 Enterprise x86 & x64 |
Client |
Print Driver only |
Microsoft |
.NET Framework |
4.0 |
Windows 10 or 11 |
Client |
Print Driver only |
Microsoft |
.NET Framework |
3.5 |
Windows 2012 R2 x64 or newer |
Server |
Print Driver only |
Microsoft |
.NET Framework |
4.0 |
All Supported Operating Systems |
Client |
All Transflo applications except Print Driver |
Microsoft |
.NET Framework |
4.0 |
All Supported Operating Systems |
Server |
All Transflo applications except Print Driver |
Important! If the appropriate versions of the .NET Framework are not already installed, to install them successfully, the .NET Framework installers must be in the same folders as the Transflo application installers.
-
Microsoft Windows 2003 Server R2, SP2 (deprecated/end-of-support in 2018)
-
Microsoft Windows Server 2008 R2 x64 (deprecated/end-of-support in 2019)
-
Microsoft Windows Server 2012, 2016, or newer
Note: All server application users must be part of the Windows Administrators security group. All client application users must be part of the Windows User security group.
Disk requirements for storage of one million documents:
-
Storage for SQL Server Database: 5.0 GB
-
Transflo Server Storage: 80 GB
Use this as a baseline for calculating the storage you will require in your environment.
Typical Environment (process under 50,000 documents per day)
-
Processor:
Minimum: 2.4 GHz Dual Core
Recommended 2.4 GHz Quad Core or better
-
Memory:
Minimum: 4 GB RAM
Recommended: 8 GB RAM or more
Large Environment (process over 50,000 documents per day)
-
Processor:
Minimum: 3.0 GHz Quad Core
Recommended: 3.0 Ghz 6 - 8 Core or better
-
Memory:
Minimum: 8 GB RAM
Recommended: 16 GB RAM or more
Memory Calculation Guidelines
-
Each Gateway Process:
Minimum: 150 MB RAM
-
Rendition Print Service:
Minimum: 256 MB RAM
Recommended: 512 MB RAM
-
TRANSFLO® Web Service:
Minimum: 2 GB RAM
Recommended: 3 GB RAM (for Small/Medium environments) or 4 GB RAM (for Large Customer)
-
ezView Web Site:
Minimum: 1 GB RAM
Recommended: 2 GB RAM (for Small/Medium Customer) or 4 GB RAM (for Large Customer)
If you plan to put several services on the same server, sum the memory requirements of each and take the best recommended processor between them.
Example Server Specification Calculation Scenario:
To set up a small to mid-size client who wants to process under 50,000 documents per day, plan to install the following on a single server:
-
TRANSFLO® Server
-
Microsoft SQL Server
-
4 Gateway Services
-
Rendition Print Service
Processor:
-
2.4 GHz Quad Core
Memory Calculations:
-
Operating System: 512 MB
-
SQL Server: 2 GB
-
Gateway Services: 600 MB (4 x 150 MB)
-
Rendition Print Service: 256 MB
-
TRANSFLO® Web Service: 2 GB
Approximate Total:
-
5.5 GB
This scenario requires a minimum of 8 GB of memory on the machine to allow for growth and for days of heavy load. In this case, it is recommended to set SQL Server to fixed 2 GB, not unlimited. This will prevent SQL Server from allocating all available memory, and limits its memory usage.
This information is based on averages. The actual requirement could be different depending on the customer mode of operation. This information is intended to give an initial estimate that should work for most of the scenarios.
This Knowledge Base provides instructions for running the TRANSFLO® 4.9 Client and Server Applications installation programs and conversion utilities. Version 4.9 of the TRANSFLO® system was developed with state of the art architecture.
-
Document data is stored in a database on a centralized server.
-
Document images are stored on the server file system.
-
The server also hosts a Web-based Administration tool, a Web-based management reporting application, and the Rendition Print and Transfer Services.
Document data is stored in a database on a centralized server. Document images are stored on the server file system. The server also hosts a web-based administration tool, a web-based management reporting application, and rendition print and transfer services.
The following Transflo DMS Gateway module applications also reside on the server:
- Transflo Gateway CSV Module
- Transflo Gateway eScan Module
- Transflo Gateway Express Index Module
- Transflo Gateway Field Imaging Extractor Module
- Transflo Gateway File Source Module
- Transflo Gateway Inbound Email Module
- Transflo Gateway Inbound Fax Module
- Transflo Gateway Outbound Email Module
- Transflo Gateway PBS Export Module
- Transflo Gateway PBS Import Module
- Transflo Gateway Server Zip File Output Module
- Transflo Gateway Simple XML Module
The applications are stored on a client platform. Communication between client and server uses a Microsoft Windows Server service known as the Transflo system agent service that communicates with the Transflo client.
The following client applications are included in the Transflo DMS 4.9 system:
- Barcode Engine
- Batch Scan
- Field Imaging
- QuickView
- Import
- Capture (index)
- Index Management
- IndexValidation
- Cache Management
Note: All server application users must be part of the Windows Administrators security group. All client application users must be part of the Windows User security group.
The following Gateway applications also reside on the server:
-
TRANSFLO® Gateway CSV Module
-
TRANSFLO® Gateway eScan Module
-
TRANSFLO® Gateway Express Index Module
-
TRANSFLO® Gateway Field Imaging Extractor Module
-
TRANSFLO® Gateway File Source Module
-
TRANSFLO® Gateway Inbound Email Module
-
TRANSFLO® Gateway Inbound Fax Module
-
TRANSFLO® Gateway Outbound Email Module
-
TRANSFLO® Gateway PBS Export Module
-
TRANSFLO® Gateway PBS Import Module
-
TRANSFLO® Gateway Server Zip File Output Module
-
TRANSFLO® Gateway Simple XML Module
The Applications are stored on a client platform.
Communication between Client and Server uses a Microsoft® Windows Server Service™ known as the TRANSFLO® System Agent Service that communicates with the TRANSFLO® Client.
The client applications included in the TRANSFLO® 4.9 system are:
-
Barcode Engine
-
Batch Scan
-
Field Imaging
-
QuickView
-
Import
-
Capture (Index)
-
Index Management
-
Index Validation
-
Cache Management
-
Microsoft Windows® 2003 Server R2, SP2 with IIS 6.0
-
Microsoft Windows® Server 2008 (x86 and x64) with IIS 7.0 or 7.5
-
Microsoft Windows® Server 2012 with IIS 8.0
-
Microsoft Windows® 7 x86 or x64
-
Microsoft Windows® 8
-
Microsoft Windows® 10
The following is a list of supported third-party software:
Vendor | Product | Version | Operating System | Client/Server | Notes |
---|---|---|---|---|---|
Open TEXT |
VIP Document Manager (Gauss) |
8. 8. 1.1 |
IBM iSeries V7R1 |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
8. 8. 1 |
MSWindows 200 8 R2 x86 & x64 |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
9. 0. 1 |
IBM iSeries V7R1 |
Server |
|
Open TEXT |
VIP Document Manager (Gauss) |
9. 0. 1 |
MSWindows 200 8 R2 x86 & x64 |
Server |
|
HP Autonomy |
Telefor m (Cardiff ) |
10. 4. 1 |
MS Windows XP Professional SP3 |
Client |
|
HP Autonomy |
Teleform (Cardiff ) |
10. 6. 0 |
M S W i nd ows 7 Enterpris e x86 & x64 |
Client |
|
Kofax |
VRS (Elite ) |
4 .5 |
MS Windows XP Professional SP3 |
Client |
|
Kofax |
VRS (Elite) |
5 .0 |
MS Windows7 Enterprise x86 & x64 |
Client |
|
Kofax |
VRS (Elite) |
5 .1 |
MS Windows 8 Enterprise x64 |
Client |
|
Microsoft |
Internet Explorer |
8. 0 |
MS Windows XP Professional SP3 |
Client |
|
Microsoft |
Internet Explorer |
9. 0 |
MS Windows7 Enterprise x86 & x64 |
Client |
|
Microsoft |
Internet Explorer |
10 .0 |
MS Windows 8 Enterprise x64 |
Client |
Desktop version only. (Not RT) |
Microsoft |
SQL Server |
2005 SP4 |
MS Windows 2003 |
Server |
with SQL Server Agent |
Microsoft |
SQL Server x86 x64 |
2008 R2 |
MS Windows 2008 R2 x64 |
Server |
with SQL Server Agent |
Microsoft |
QL Server x86 x64 |
2012 |
MS Windows 201 2 x64 |
Server |
with SQL Server Agent |
Microsoft |
. NET Framework |
2 . 0 |
MS Windows XP Professional SP3 |
Client |
Print Driver only |
Microsoft |
. NET Framework |
2 . 0 |
MS Windows7 Enterprise x86 & x64 |
Client |
Print Driver only |
Microsoft |
. NET Framework |
3 . 5 |
MS Windows 8 Enterprise x64 |
Client |
Print Driver only |
Microsoft |
. NET Framework |
2 . 0 |
MS Windows 2003 |
Server |
Print Driver only |
Microsoft |
. NET Framework |
2 . 0 |
MS Windows 2008 R2 x64 |
Server |
Print Driver only |
Microsoft |
. NET Framework |
3 . 5 |
MS Windows 2012 x64 |
Server |
Print Driver only |
Microsoft |
. NET Framework * |
4. 0 |
All Supported Operating Systems |
Client |
All TRANSFLO applications except Print Driver |
Microsoft |
. NET Framework * |
4.0 |
All Supported Operating Systems |
Server |
All TRANSFLO applications except Print Driver |
Note: The .NET Framework installers must be in the same folders as the TRANSFLO® Application installers for the TRANSFLO® Applications to install successfully.
A 2022 Q4 Transflo DMS update removed IE 11 dependencies. After June 15, 2022, Internet Explorer 11 users were advised to transition to a more modern, secure web browser such as:
-
Microsoft Edge (with an option to reload pages in Internet Explorer mode to support legacy applications)
-
Mozilla Firefox
-
Google Chrome
Key dates provided by Microsoft appear in the following image:
Here was the May 2022 advisory from Microsoft and Transflo: Microsoft Edge with Internet Explorer mode offers built-in legacy browser support and is officially replacing the Internet Explorer 11 desktop application, which will be retired and go out of support on June 15, 2022. Microsoft Edge has built-in legacy browser support with Internet Explorer mode. Internet Explorer mode support follows the lifecycle of Windows Client, Server, and IoT releases through 2029.