Zetadocs Installation Guide > Zetadocs Server Installation

The Zetadocs Server monitors network folders setup for document queues and converts documents added to those

folders into PDF/A format before uploading those files to the Zetadocs Document Queues library in SharePoint Online.

Note: If you are also installing a Zetadocs Capture Plus system using OCR and Barcode processing, you also need to download and install the Zetadocs OCR Engine used by the Zetadocs Server for processing barcodes and creating searchable PDF files.

To install the Zetadocs Server:.

Log on to the PC or Server that will run the Zetadocs Server with the service account that you will use to run the Zetadocs Document Converter Service.

Note: This is an important step as the Zetadocs Server Configuration Tool will use the user account's profile to store the SharePoint credentials. Credentials are profile specific and will not be accessible by the service account unless created within the service account profile.

Download the latest version of the Zetadocs Server from the Software Updates page, and run the setup file.
Click Next and choose a destination folder for the installation and then Next.
Continue with the installation and when it completes the Zetadocs Server Configuration Tool will open.

- - - - This tool is used to enter in the credentials of the user that will upload the document Queue files to the

SharePoint site. There are three fields that need filling in:

Field	Description
SharePoint Site Address	The SharePoint Sire address that will be used to store the document queue files. e.g. https://example.SharePoint.com/sites/yourcollection
User Name	The user name of a user that has permissions for the above SharePoint site, this will be the user that uploads all the document queue files. e.g. service.account@example.microsoft.com.
Password	The corresponding password for the above user name.

Field

Description

SharePoint Site

Address

The SharePoint Sire address that will be used to store the document queue files. e.g. https://example.SharePoint.com/sites/yourcollection

User Name

The user name of a user that has permissions for the above SharePoint site, this will be the user that uploads all the document queue files.

e.g. service.account@example.microsoft.com.

Password

The corresponding password for the above user name.

Test and Save your credentials then close the Zetadocs Server Configuration Tool.

- - - - This will save your credentials securely in the Credential Manager on the PC running the Zetadocs Server Configuration Tool

If you want to include OCR support, install that now.

Note: OCR support requires additional Zetadocs Capture Plus licensing, the Zetadocs OCR Engine and have a

separate Zetadocs OCR Engine license number.

Situation	Action
If you do not have an Zetadocs OCR Engine license and don't need OCR support.	Go to Configuring Document Queue Options and follow the steps described in that section.
If you have an Zetadocs OCR Engine license and you would like OCR support.	Follow the instructions "installing OCR Support" (described below) .

Installing OCR Support

OCR support is provided using a third party solution provided by ABBYY. The Zetadocs OCR Engine installer is responsible for installing the ABBYY OCR libraries and licensing services used by the Zetadocs Server for processing barcodes and creating searchable PDF files.

To install OCR or barcode support:

Download the latest version of the Zetadocs OCR Engine from the Software Updates page.
Extract and run the Zetadocs OCR Engine download.
Choose a destination folder for the installation and then Extract.
On completion a setup program will automatically run and complete your installation.

Licensing the Zetadocs OCR Engine

Note: This step requires the Zetadocs OCR Engine license sent with your Zetadocs Capture Plus license certificate.

If you are installing the Zetadocs Server on an Microsoft Azure Virtual Machine (VM) then follow the steps in Zetadocs OCR Engine Cloud Licensing below, otherwise follow Zetadocs OCR Engine Licensing.

Zetadocs OCR Engine Licensing (non-virtualized servers)

When the ABBYY License Manager opens automatically:

Click the Activate license... to starts the License Activation Wizard
Enter your Zetadocs OCR Engine license number and activate your license.

Activation Methods

Method	Description
Via the Internet	Activation is carried out automatically and takes only a few seconds. An Internet connection is required for this type of activation.
By e–mail	The user needs to send an e–mail message generated by the program and containing information required for activation. To ensure a quick reply from the mail robot, do not alter the information in the message body or Subject field.

Now configure the Zetadocs Server by following Configuring Document Queue Options.

Zetadocs OCR Engine Cloud Licensing (Azure VMs only)

Ensure you have received your Zetadocs OCR Engine Cloud Licensing files before continuing:

Files	Description
password.txt	Zetadocs OCR Engine password file.
SWERxxx.ABBYY.ActivationToken	Zetadocs OCR Engine activation token, where xxx will be replaced with your unique Cloud license key.

Close the ABBYY License Manager when it opens automatically at the end of the installation. Do not enter the Cloud license number as this type of license cannot be activated with the License Manager.

Note: The ABBYY License Manager is still used to track page volume usage.

Rename the file extension of the SWERxxx.ABBYY.ActivationToken file from ABBYY.ActivationToken to ABBYY.Cloud.ActivationToken.

Copy your password file and the Activation token files into the Document Converter folder in the Zetadocs Server installation path, for example C:\Program Files (x86)\Zetadocs Server\Document Converter.

Now configure the Zetadocs Server by following Configuring Document Queue Options..

Next Step

Now that you have completed the Zetadocs Server installation, you are ready to configure the Zetadocs Document Queue Options.