Client Deployment Strategies

grrrgrapeInternet and Web Development

Oct 31, 2013 (3 years and 7 months ago)

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Client Deployment Strategies

Greg Wheeler


Team Lead Customer Care

Kevin Perron


ECM
Services Project Manager/Business Analyst

Introductions


Greg Wheeler


Team Lead of Technical Support


Kevin Perron


Project Manager

Overview

Overview


Client software deployment analysis


What do we need to know before we start?


Cutting through the confusion!


What OnBase or
Kofax

clients are we working with?


What system are we working with?


System architecture considerations.


Client deployment options to consider…


Wrap up & Questions

What are we doing here?


You are upgrading your systems, congrats!


You have been given the task of getting the software deployment
strategies mapped out, great!


So where do you start?


ANALYSIS and
DOCUMENTATION
!


Analysis

Analysis!


What products/licenses/functionality do we own?


More importantly, which parts do we currently use?


Analysis


Are there any upcoming projects expanding the system?


How many systems/environments do we have?

This image shamelessly stolen from
every
GeoCities

page in the late 1990s.

Analysis


How do you deploy software?


Have you already had a large deployment of client software?


What system do you use to deploy desktop software?



Do you have standard PCs/operating systems (image
-
based
desktops)?


More analysis…


How many departments/users are we talking about?


How do they access the system?


How are they using the solution?



Consider…



Incremental upgrade


Client interfaces updated by department or business process


What software?

Client confusion?


OnBase


Thick client / Configuration


Web Client


Unity Client


Application Enabler


OnBase Desktop


Outlook integration


Office Business applications


Report Services


SharePoint integrations


Document Composition




Client confusion?


Kofax


VRS Elite


Capture


Scan


Quality Control


Validation


Kofax

Express


Kofax

Transformation Modules


Document
Review


Correction


Validation/Validation Thin client?


Kofax

Capture Advanced
Reports




The technical stuff…

Technical Considerations


Software prerequisites


. Microsoft Visual C++ 2010 SP1 Redistributable


.NET Framework 4.0 (Client Profile)Dependencies for legacy software
?


Dependencies for legacy software
?


For Office Integrations:
Hyland Office Integration
Dependencies

must be installed (not
ClickOnce

deployable).


dsoframer.ocx


wiaaut.dll


Microsoft
Visual Studio 2010 Tools for Office Runtime (x86) SP1 package

Client side technical considerations


What level of access do users have to install software or update
registry keys?


What anti
-
virus/security control software is running?

Browser considerations


Internet Explorer browser compatibility
?


Dependencies for legacy software?



System Architecture


Where are the users & servers located?


In the same location as the users?


Remote data center?


Multi
-
location implementation

Topology


What topology are we using?


Client server?


Three tier (n
-
tier) architecture?


Remote desktop?


Deployment options…

Deployment options
-

OnBase


Thick Client local installation


MSI customization


“Features” (think Server 2008)

MSI versus EXE


If performing an interactive installation, use the EXE!


Checks prerequisites


If performing a silent installation, use the MSI!


Can be easily deployed via GPO


Allows for silent installation


Does not check prerequisites, so will fail silently

Setup.Exe


If you are running
setup.exe

silently from the command line you
must use the
/q
switch
and the
/
CompleteCommandArgs

switch,
followed by the required command
-
line arguments
.


/q

suppresses the GUI


The complete string of command
-
line parameters must be
included in
double quotes
after
the /
CompleteCommandArgs

switch

Core Enterprise Installers


Used to install almost all OnBase modules

Hyland Server Components


Web
Server


Application Server


Diagnostics Console


Document Composition Service


Workflow Timer Service


WorkView

Configuration

Hyland Client Components


Unity Client


Outlook Integration


Application Enabler


ActiveX Controls


Report Services


Disconnected Scanning


Document Composition

Hyland Office Products Installers


Office Add
-
In for Microsoft Word 2007/2010;


Office
Add
-
In for Microsoft PowerPoint 2007/2010;


Office
Add
-
In for Microsoft Excel 2007/2010;


Report
Services Excel Add
-
In for Microsoft Office 2007/2010;


Integration
for Microsoft Outlook 2007/2010;


WorkView

Integration for Microsoft Outlook 2007;


Document
Composition Configuration for Microsoft Office
2007/2010.

Sample Command Line


msiexec

/
i

"Hyland Client Components.msi"
ADDLOCAL=
Unity_Client,ReportServices

What can we configure?


APPLICATIONENABLER_FILES


AE_DEFAULTFILE (this is the URL)


AE_SPECIFY_DEFAULTFILE (1 = we are specifying the file)


CREATE_DESKTOP_SHORTCUTS


CREATE_MENU_SHORTCUTS (Start menu)


SERVICE_LOCATION_DATA_SOURCE (ODBC)


SERVICE_LOCATION_DISPLAY_NAME


SERVICE_LOCATION_NT_AUTH (AD authentication)


SERVICE_LOCATION_SERVICE_PATH (application Server)

An Example…


msiexec

/
i

"Hyland Client Components.msi"
ADDLOCAL=
Application_Enabler_Client

AE_DEFAULTFILE=“
\
\
FileServer
\
Apps
\
ApplicationEnabler
\
DefaultFile.xml”
AE_SpecifyDefaultFile

= 1

OnBase Thick Client


Can install locally


Can run from a network share


Can be run from Citrix/TS

OnBase Web Server


Web
Server deployment


ActiveX controls could be deployed via Web Server


Can be preinstalled using Core Installer


Bypasses some ActiveX security issues


OnBase Unity Client


OnBase Unity Client deployment


ClickOnce

(Well, maybe
ClickTwice
)


Can also use MSI deployment


Consider the needs of your organization!

ClickOnce


.NET technology that allows you to easily deploy
WinForm

and
WPF based Windows applications

ClickOnce


Designed to solve three main IT headaches:


Size and complexity of pushing out applications


Applications requiring local administrator privileges to install


Having to push out updates


*Can
be deployed from a web server or network
share
*


ClickOnce
…and Citrix


Can I use Click
-
Once to deploy OnBase modules to my Citrix
Farm?


This won’t work


Would have to ‘Click
-
Once” on each
server



Settings would not follow user from server to
server



500 users? Application will be installed in 500 profiles on each
server


A word of caution


Do not mix standard MSI installation and
ClickOnce
!


Like crossing the streams, “
It would be bad.


OnBase32.ini


C:
\
Documents and Settings
\
All Users
\
Application Data
\
Hyland
Software
\
OnBase32.ini


There are number
of things you can pre
-
set for your
users


Obclnt32.exe

INIFILE = “Z:
\
Windows
\
onbase32.ini


Deployment
via Group Policy

Client install testing


Setup test workstations (VMs) to represent the various desktops in
use in your environment.


Deploy the packages to verify everything installs correctly.


Test all OnBase/
Kofax

applications.


Test all other business applications on the PC.


Test integration points (AE, database lookups,
etc
)

Review

Wrap up


Perform proper analysis


Ask us if you have questions!


Document your findings


Define the install approach, packages, testing approach,
timeline…


Create install package(s)


Test, test, test…


Document procedures for adding new employees.

Questions?