Install and Configure Transflo DMS Workflow
TRANSFLO® Workflow client is an intranet application that you run from your browser. Your browser connects to a web site where all of your Workflow Queues can be accessed and where you can work with Workflow cases in your queues.
Web Server Hardware Requirements
| Component | Requirement |
|---|---|
|
Processor |
Minimum: 2 x 2.5Ghz with Dual Core Recommended: 2 x 3.0Ghz with Dual Core |
|
Memory |
Minimum: 3 GB. Recommended: 4 GB. |
|
Disk Space |
Minimum: 500 GB. Recommended: 750 GB. |
|
File system |
NTFS |
Note: FAT partitions are not supported by the TRANSFLO® Workflow Engine.
Client Hardware Requirements
| Component | Requirement |
|---|---|
|
Processor |
Minimum: single x86-based, 800 Mhz. Recommended: single 1.8 GHz. |
|
Memory |
Minimum: 512 MB. Recommended: 1 GB |
|
Minimum disk space |
|
|
Minimum Screen Resolution |
1024 x 768 |
Web Server Operating System Requirements
| Operating System... | Additional Requirements | |
|---|---|---|
|
Windows Server 2003 |
R2 SP2 |
MS04-012: Cumulative Update for Microsoft RPC/DCOM (KB828741). |
|
Windows Server 2008 (x86 and x64) |
R2 |
None |
Client Operating System Requirements
| Operating System... |
with Service Pack Level... |
Additional Requirements |
|---|---|---|
|
Windows® 7 (x86 and x64) |
|
None |
Browser Requirements
| Browser... |
with Service Pack Level... |
Additional Requirements |
|---|---|---|
|
Microsoft Internet Explorer 7.0 or 8.0 |
N/A |
32 bit browsers only. |
Log In and Initial Startup
To start the TRANSFLO® Workflow web client perform the following:
1. Open your browser and type http://myserver/Transflo.Workflow in your
browser’s address bar, where “myserver" is the name of the computer that is hosting your TRANSFLO® Workflow web site.
Type Enter.
Best Practice: You can add the Transflo.Workflow web site to your trusted sites.
2. The TRANSFLO® Workflow web client Login page opens.
3. The first time you open this page the TRANSFLO® Document Viewer plug-in will not be installed.
To install the plug-in click the Install button in the top right hand corner of the web page.
4. The Welcome window for the TRANSFLO® Document Viewer Setup opens.
Click Next.
Note: During this installation you may be required to close your browser.
5. The Select Destination Location window opens.
Select a destination for the plug-in on your machine and click Next.
6. The Ready to Install window opens.
Verify that the Destination Location is correct and click Install.
7. Setup installs the TRANSFLO® Document Viewer Plug-in.
8. Setup indicates a successful installation of the plug-in.
Click Finish.
Note: When updates to the TRANSFLO® Document Viewer plug-in become available, you may have to perform this installation again.
9. If necessary re-open your TRANSFLO® Workflow web client.
Notice that the information bar is no longer at the top.
This indicates a successful installation.
Login to the TRANSFLO® Workflow web client:
-
Enter your Windows® user id in the User Id text box
-
Type your Windows® password in the Password text box.
-
Select the TRANSFLO® Workflow server from the Server drop down.
-
(Optional) Check the Remember User Id and Server next time login check box so that you don’t have to type in your user id and select the server every time you log in.
