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Workstation Installation

Umango Extract Workstation Installation Guide

 

Overview

Umango Extract is flexible in the style and scale of its implementation. This allows for small, single user installations running on a desktop computer, through to multi-user installations deploy to numerous MFDs and workstations and running in a client server scenario. To support this flexibility, Umango Extract can be installed in 2 basic configurations.

Stand Alone

In a stand-alone configuration, Umango is installed onto a Windows Server or Windows Desktop OS with no further complexity. In this configuration, the installation can serve as a provider to embedded MFDs as well as a GUI for job configuration and batch processing. Multiple standalone licenses can be deployed across the network, all functioning independently of one another.

Client/Server

Where multiple user workstations are required, Umango can be installed and configured to function in a client/server style configuration where one of the Umango licenses serves as the Umango Server and workstation licenses provide a GUI for scanning and processing of batches. Jobs are shared across Umango and a batch within Umango can be processed at an MFD, the Umango server or at any Umango workstation. All batch automation and batch exporting is processed by the Umango Server.

When deployed as a client/server style installation, a typical network topography might look something like the one below.

 

Installation

An installation of either configuration is relatively simple to deploy and begins with installing a standalone license. This is a matter of following the installation wizard and, when prompted, selecting the "Server/Standalone Installation" option within the installer when prompted.

Workstation Configuration

Prior to installing any workstation licenses, a Umango Server/Standalone installation must have been completed. Once this is done, follow the steps below;

  1. The Umango data directory must be made a shared directory across the network. We recommend this is configured as a hidden share (ie. the share name ends with a $ eg. UmangoDataShare$). By default the Umango data directory is located on the Umango Server at C:\ProgramData\Umango\Extract
  2. Any users that will be utilizing Umango Workstations will required read/write access to the Umango shared folder.
  3. Once the shared folder is configured correctly, the installation of the workstation license(s) can begin. To do this, run the installer and, where prompted, select "Workstation Only" as the installation type.
  4. Once selecting the Workstation option and selecting "Next >"" you will be asked to enter the network share path that you configured in steps 1 and 2 above. This must be a full UNC path not a mapped network drive path.
  5. Once you have entered the UNC data path, you can continue with your Umango workstation installation.
  6. Once complete, your workstation is ready for license activation and use however, you may need to consider SQL Server upsizing.

Link to this article http://umango.com/KB?article=74