ECMS - Install and Configure Perceptive Content Desktop Client (Imaging)

This document explains how to locate the Perceptive Content Desktop Client executable (.exe) file from UW Box and download it to your Windows' computer so you can install the most current version of imaging software. After installing the desktop client, this document also describes what you need to do post-installation, regarding configuring the ImageNow Printer, and verifying that your custom Capture Profiles are displaying properly.

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Prerequisites:

  • The Perceptive Content client must be able to be installed with the desktop privileges of a local administrator on the computer it is being installed upon.
  • All implementations of the Perceptive Content client require read and write access to %appdata%\Roaming\ImageNow on the local workstation (for Capture Profiles)
  • Scanner workstation implementations of the Perceptive Content client also require read and write access to C:\ProgramData\ImageNow

Install and Configure Perceptive Content Desktop Client.

Follow the steps below to install and configure the Perceptive Content Desktop Client on a Windows machine. The steps to install and configure the client are fundamentally the same as previous versions of the client. Note that there may be a build mis-match between client and server if the client has required no changes but the server has.

We have seen that Symantec EndPoint Protection protests the installation of the client. Though we dislike telling you to ignore such warnings you are safe in doing so for this application. It comes directly from the vendor and is not transmitted or hosted on any external system. We have no recourse to tell Symantec about this client (and often the identified "issue" is not due to a virus but rather to a low "reputation" score because the application is both new and not widely used).

  1. Download the client installer using: https://uwmadison.box.com/s/0f47d8vhzcr8ag09mqc3tz1l06607fz8

    You may see "We're sorry, this file type is not currently supported." This is because the file is named [name].rename and it is true that .rename is an unknown file type. We do this because some systems have security set to disallow downloads of .exe executable files. Simply click on the **Download** button. This will initiate a file download. The file will be named ClientSetup_[version]_[build].exe.rename. [version] and [build] will be different for each patch cycle.
  2. Go to your computer's Downloads directory, and locate the file named ClientSetup_[version]_[build].exe.rename.
    1. Select the downloaded file.
    2. Right-click (or right-click [Ctrl left-click] the file) to display a quick menu of options.
    3. From the quick menu, select Rename.
    4. OR Press the F2 key
    5. Delete the .rename portion of the name so that the file is renamed to ClientSetup_[version]_[build].exe and press the Enter key.
  3. A Rename warning dialog box displays, asking whether you are sure you want to change the file name extension. Click Yes to continue.
  4. The renamed file ClientSetup_[version]_[build].exe displays in your Downloads directory on your computer.
  5. Right-click on the new, renamed ClientSetup_[version]_[build].exe file to display a quick menu of options. From the quick menu, select Run as administrator.
  6. If you see a User Account Control dialog box displaying the warning message, Do you want to allow the following program from an unknown publisher to make changes to this computer, select Yes to continue.
  7. The Perceptive Content Desktop Client - InstallShield Wizard dialog box displays, asking you to select the language for the installation. Click OK to continue.
  8. The Perceptive Content Desktop Client - InstallShield Wizard dialog box displays a message that it is preparing the InstallShield Wizard to guide you through the program setup process, and to please wait.
  9. The Perceptive Content Desktop Client, Installation Wizard launches and displays a Welcome screen. Note: If you are upgrading from a previous version of Perceptive Content Desktop Client, the Welcome screen allows you to modify, repair or remove Perceptive Content Desktop Client. Click Next to continue.
  10. This client application has prerequisite software necessary for its installation. There are multiple components and if any one of them is not installed, the client installation process will download and install them without your intervention. The full set of prerequisite software is shown here:
    PContentClient-PreReqs.png
  11. If you are installing for the first time, a License Agreement dialog box displays. Scroll to the end of the license agreement, and select option for I accept the terms in the license agreement. Click Next to continue.
    License Agreement for Perceptive Content Desktop Client
  12. The Custom Setup dialog box displays, asking you to select the program features you want installed.
    1. Select all of the available features for local installation.
    2. If you see a red X next to one of the feature names (e.g. ImageNow Printer), it means that feature will not be installed, unless you choose otherwise.
  13. Click Next to continue.
    CustomSetupAfterSelectingAllFeatures.png
  14. If you are installing Perceptive Content Desktop Client for the first time, the Default Connection Profile dialog box displays a DefaultProfile for Profile name and Server name that you need to change. Changing the DefaultProfile allows you to connect to one or more UW-Madison Perceptive Content servers (e.g. Production, Development, Test, Schema). Note: The Port number field defaults to 6000, and does not need to be changed.
    connectionprofile.png
    Refer to the table below for guidance on entering information to connect to the desired UW-Madison Perceptive Content server environment:

    Name Host Port
    PROD imaging.services.wisc.edu 6000
    TEST test.imaging.services.wisc.edu 6000
    DEV dev.imaging.services.wisc.edu 6000
    SCHEMA schema.imaging.services.wisc.edu 6000
  15. After completing information in the Default Connection Profile dialog box, click Next to continue.
  16. If the Installation Wizard displays the Perceptive Enterprise Deployment Server dialog box, enter the following information in the Deployment Server URL field:

    http://deploy.imaging.services.wisc.edu:8080/pedserver

    Click Next to continue.
  17. The Installation Wizard displays the Perceptive Content Shortcuts dialog box. By default, all shortcuts are selected. Deselect items, if desired. Click Next to continue.
    Installer shortcuts
  18. The Ready to Install the Program dialog box displays. Click the Install button to begin the installation.
    Installer shortcuts
  19. The Installing Perceptive Content Desktop Client dialog box displays a message that the program features you selected are being installed and to please wait.
    InstallingPerceptiveContentDesktopClientwindow.png
  20. Once the installation of the Perceptive Content client has completed MAKE SURE YOU CONFIGURE THE ImageNow Printer properly  by following the steps detailed here: https://kb.wisc.edu/ecms/page.php?id=65625

Possible Messages Displayed During Installation:

  1. If you are upgrading from a previous version of the Perceptive Content Desktop client, the PEDS Service Monitor may be loaded. If so, the Installation Wizard displays the Files in Use dialog box for PerceptiveSoftware.PED.ServiceMonitor. To resolve, select the option Automatically close and attempt to restart applications, and click on the OK button to continue.
    Installer shortcuts
  2. If you are upgrading from a previous version of Perceptive Content Desktop Client, and you have the old version open and running, the Installation Wizard displays the Files in Use dialog box for ImageNow Full Client (Process ID: xxxx). To resolve, switch to the open, active Perceptive Content Desktop client and close it, then switch back to the Installation Wizard, and click on the Retry button to continue the installation.
  3. When the Installation Wizard has finished installing Perceptive Content Desktop Client, the Installation Wizard Completed dialog displays. Click Finish.
    Installer shortcuts

Post-Installation Steps

Configure the ImageNow Printer

After installing the ImageNow Printer during the client installation, you need to perform additional steps to ensure the ImageNow Printer prints in color and generates document thumbnails properly. Refer to imaging KnowledgeBase document 65625 for detailed information.

Verify Customized Capture Profiles Display

When you log into Perceptive Content Desktop Client, and click on the Capture drop-down menu, you should see the default capture profiles (e.g. Import from disk - Single mode, Import from disk - Batch mode), as well as your own Division/Department's customized capture profiles. The screenshot below shows two customized capture profiles named Applications - B&W and Fujitsu Scanner - Color, as examples.

Customized_Capture_Profilesscreenshot-Will.png

What to Do if You Do Not See Your Customized Capture Profiles

  1. You or your local computer desktop support person should replace the existing inscan.xml file containing the default Perceptive Content Desktop Client capture profiles with the customized inscan.xml file containing your Division/Department specific capture profiles and settings. Your Division/Department's customized inscan.xml file needs to be located in the following folder:
    %USER%\AppData\Roaming\ImageNow
    . Refer to the screenshot example below for the folder location for user Bucky Badger's customized inscan.xml file.

    BuckyBadgerInscanfileinRoaming-ImageNowfolder.png
  2. If you need additional technical support, please contact the Imaging Team at UW-Madison, Division of Information Technology (DoIT) at imaging-srvcteam@lists.wisc.edu.