How to perform initial configuration of the OpenForms 360 components

This procedure assumes that all OpenForms 360 and AutoStore software is installed on one machine.
Both AutoStore processes (route and capture) are administered by one user who has administrative rights on his/her machine.
  1. Open AutoStore Process Designer and create a process including the OpenForms 360 route component.
  2. Double-click the OpenForms 360 Route icon to launch the component.
  3. In the Sitemap tab of the route component, select the project file (.sitemap) located on the shared file resource of File Server.
  4. Select the Use Validation check box.
  5. Switch to the Connection tab.
  6. Depending on the authentication method, use the appropriate URL.
  7. If using the Username and Password authentication method, enter the user name and password of the Route Component User configured using OpenForms 360 Server Configurator.
  8. Click Check to verify the setting.
    See notes in the topic Authentication Methods.
  9. Save the configuration.
  10. While still in the same AutoStore workflow, create a new process that includes the OpenForms 360 capture component.
  11. Double-click the OpenForms 360 Capture icon to launch the component.
  12. Switch to the General tab, and depending on the authentication method, use the appropriate URL.
  13. If using the Username and Password authentication method, enter the user name and password of the Capture Component User configured using Open Forms 360 Server Configurator.
  14. Click Check to verify the setting.
    See notes in the topic Authentication Methods.
  15. On the Configurations tab, add the same project file (.sitemap) that you added when configuring the route component.
  16. Click OK.
  17. Save the configuration.
  18. Click Tools > Service Manager, and then select the current configuration file from the AutoStore Script list.
  19. If you are using the Kerberos authentication method, enter the credentials of either of the following users in the Log On NT As section.
    • Route Component User
    • Capture Component User
  20. Click Apply and then click Start to start the service.
    If you are using the Username and Password authentication method, the AutoStore service can be logged in under the Local System account or under any user account that has rights to run this service.