Workflow 6.5 Feature Pack 1 Readme

This readme file provides information that supplements the Captaris Workflow documentation. A Feature Pack contains new features and may also contain updates for system reliability, program compatibility, performance improvements, and more.

Important: This Feature Pack is cumulative with all Hot fixes. Feature Pack 1 includes new fixes plus all the fixes from previous Hot fixes.

1. What is Included in this Feature Pack?

2. Additional Notes

3. If you are upgrading from Hotfix 1

4. To Apply the Feature Pack

5. To Remove the Feature Pack

6. Fixes in Workflow Feature Pack 1

7. To install OLAP for SQL 2005

8. Known Issues

What is Included in Feature Pack 1?

· A brand new OLAP cube and Workflow data warehouse build on SQL 2005 Integration Services. Customized and powerful analysis of workflow metrics are easy to access from SQL Reporting Services. Please note that SQL 2005 Enterprise Edition Service Pack 2 is required to install this feature.

· A brand new robust Event Service containing new diagnostic features and enhanced file drop trigger support.

· New Time Zone support. Ability to display task list times and dates in a time zone set for a user.

· Ability to create time-based Triggers (i.e. schedules) for Workflows directly from Web Access.

· Ability to re-assign tasks directly from the task list in Web Access.

· New Web Access screen to view all models you own.

· Updates to various Assemblies. For a complete list of the updated Assemblies click here.

Additional Notes

· Before installing Captaris Workflow Feature Pack 1, please note that Workflow must be re-activated by contacting Captaris. After installation of 6.5 Feature Pack 1 is complete, run the activation utility and provide Captaris (by phone 1-520-320-7070 or email support@captaris.com) with your new license code, and you will be provided with a new activation key. This step is not required if you are upgrading from a prior 6.5 Hotfix 1 installation which has already been re-activated.

· Due to database updates that are included in this release, you must run the configuration utility “Configure” function as the last step of the installation on the Workflow server.

· Do not apply the Feature Pack 1 Installer to a stand-alone SharePoint 2003 machine running on the .NET 1.1 Framework. To add the SharePoint fixes in this environment, use the Workflow 6.5_FeaturePack1_NETV1.1.zip located at http://www.captaris.com/support/downloads/captaris_workflow and follow the instructions in the included Readme file.

· Do not apply Feature Pack 1 to a stand-alone Captaris Workflow Database installation running on a 64-bit server. Instead manually run the UpdateTeamplateDatabase.sql script on the 64-bit server.

If you are upgrading from Hotfix 1

· After successfully configuring your workflow installation, you must re-deploy all workflow models due to policy redirection changes.

· If you are using SharePoint the Captaris Workflow SharePoint Web Part must be removed, re-configured, and added back to your SharePoint site.

Steps to make sure the new version of the Workflow Web Part is installed:

1. Delete the old Workflow Web Part from your SharePoint page.

2. Run the Captaris Workflow Configuration Utility.

3. In the configure screen for the SharePoint components, check or uncheck one of the check boxes under the “SharePoint Web Part Menus” section.

4. Click Configure. The change to the web part configuration will be detected and this will force the web part to be updated.

5. Go back to your SharePoint page and add the new version of the Workflow Web Part.

To Apply the Feature Pack

1. Ensure that no Captaris Workflow windows are open.

2. Run the Captaris Workflow Feature Pack on each machine that has a component of Captaris Workflow 6.5 installed. For example, if you have a distributed installation of Captaris Workflow, you must install this Feature Pack on all machines.

3. The Configuration Utility automatically opens after the Feature pack is installed. Verify the information is correct in EACH component of the Configuration Utility and then click Configure to configure the Feature Pack.

The Captaris Workflow SWS, and Captaris Workflow Event Handler will automatically be restarted by the Configuration Utility. As well, an iisreset command is automatically run by the Configuration Utility.

*If you are using the Captaris Workflow Active Directory Service, you must restart this service manually.

** Step 4 is only required for environments with a NetBIOS domain name that does not match their corresponding Short Domain Name. By default, Active Directory Users have their Fully Qualified Domain Name imported into the USERS table. However, in order to support Users NetBIOS domain names, a surrogate key must be added to the Teamplate database.

4. Insert a record into the NETBIOSDOMAIN table. For example, to map the NetBIOS domain name 'MY_DOMAIN_NAME' to the Fully Qualified Domain Name 'DomainName.Com' execute the following SQL statement:

INSERT INTO NETBIOSDOMAIN(DOMAIN, NETBIOS) VALUES('MY_DOMAIN_NAME', 'DomainName.Com')

To Remove the Feature Pack

1. From Add Remove Programs, select Captaris Workflow 6.5 Feature Pack 1.

· Note: If the Captaris Workflow 6.5 Feature Pack 1 is not displayed in the Add or Remove Program dialog, select the Show updates checkbox.

2. Click Remove.

· Next, you must repair the Captaris Workflow installation or replace the original files that the Feature Pack may have removed.

3. From Add Remove Programs, select Captaris Workflow and click Change.

· Result: The Install Shield Wizard displays.

4. In the Program Maintenance screen, select Repair.

5. Manually restart the Captaris Workflow Services.

Fixes in Workflow Feature Pack 1

Captaris Tracking Number	Module	Problem	Affected Assemblies
66250	Web Access	Task properties page slow to load with large number of users in database.	TeamplateWinIDE.dll
62427	Web Access	If a web form is open for more than 20 minutes, submit fails.	TeamplateBLL.dll
56178	Web Access	Workflow Wizard grows W3WP.EXE 1GB memory	TeamplateBLL.dll
61220	IDE	In IDE when going to Model view from Script view it throws an exception – out of memory.	TeamplateWinIDE.dll
63236	Visual Studio Integration	Can’t create a Workflow project inside a folder in Visual Studio.	DesignerVisualStudio.dll
56685	Configuration Utility	Change the accounts for the RFAdapter service to run under a domain account. Running Config util app again will reset these settings.	Configuration Utility assemblies.
56686	Configuration Utility.	Running the config app will reset the accounts workflow services run under.	Configuration Utility assemblies.
59178	Rights & Permissions	Built-in ‘Admin’ user account had more rights in certain situations than users marked as ‘Administrator’.	TeamplateBLL.dll
59562	IDE	You cannot add a task note in the IDE	TeamplateBLL.dll TeamplateDAL.dll
59611	Web Access, InfoPath	JavaScript errors with Web Access task list and Web-enabled IP forms and web forms.	TeamplateBLL.dll

To Install OLAP for SQL 2005

1. Browse to the OLAP installation folder: ‘X:\Program Files\Captaris\Captaris\Workflow\OLAP2005’.

2. Read the document ‘OLAP for SQL 2005 Installation Guide.doc’ carefully.

3. Make the necessary changes to the file ‘Captaris_OLAP.exe.config’ for your environment.

4. Double click ‘Captaris_OLAP.exe’ to run the install.

Known Issues

After applying Captaris Workflow Feature Pack 1:

· The Captaris Workflow Client Repair button is disabled.

If you have removed Captaris Workflow Feature Pack 1 from your system:

· If you re-install HotFix 1 after removing Feature Pack 1 from your system you will have to re-activate your license. Please refer to the Additional Notes section for details on obtaining a new license key.

version 1.0
01/09/2008