ABBYY TechnologySummit2017

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ABBYY NAHQ, 2017

FlexiCapture Technical Track

FlexiCapture 12 Architecture & Multi-Tenancy

Steve Young, Solutions

Architect II

Tony Connell, Sales

Engineering

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FlexiCapture 12 Architecture and Multi-Tenancy Features

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What we will cover today:

• Multi Tenancy

– Built upon the distributed edition

– Refresher of distributed architecture

– Overview of multi-tenancy architecture

– Creating Tenants

– Database structure

– Licensing

Distributed Architecture

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• IIS Server

• Microsoft SQL Server

• Application Server

• Protection (Licensing) Server

• Processing Server

• Processing Stations

• File Storage (External Recommended)

• Workstation client modules

– Project Setup Station– Form Designer (fixed)– Flexi Layout Studio (unstructured)– Verification Station

Performance

0

200

400

600

800

1000

1200

8 16 24 32 40 48 56 64 72 80

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f p

age

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24

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Processing CPU cores

FC11FC12

20% better performance

Less network load

Transactional model

ImportImage

PreprocessingRecognition Verification Export

Merged Stages & Transactions

Application Server (Web Servie)

Transaction

ResourceVersion 1

ResourceVersion 2

ResourceVersion 3

• Network load significantly decreased• Reliable when overloaded

Standard Distributed Architecture

Scaled Redundant Production

10Gb/s

File Storage• External file storage is recommended

– If external is not used, everything is stored in the database which will likely impact performance– The file store stores binary data, such as images to be processed, project settings, captured data,

batches, etc.

• If possible, utilize “fast disks” for external file storage– SSD drives– Optimized RAID arrays for redundancy

• Ensure file storage location AND the database are included in regular backups– The file store and the database need each other to function, they function as a pair

**Directly from FC Admin Guide:

To achieve maximum performance in enterprise environments, we recommend using a fail-safe disk, RAID configuration, or high-performance external storage solutions. When using a high-performance disk, be sure to place the file store on the same physical disk where you keep the IIS temporary folders.

Multitenancy

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Multitenancy

ABBYY FlexiCapture 12 allows creating several independent tenants

Multitenant system

provides easy and secure administration across multiple workgroups

ensures independent workspace for each entity

Each tenant has its own projects, batches, user accounts and groups, and cannot access the data of other tenants.

Initial Configuration

Getting moving with

Multitenancy

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MUST setup SMTP!

In order for any tenant to receive their temporary password so the tenant administrator can login, SMTP must be setup in order for them to receive an email containing a temporary password.

MUST setup SMTP• To setup SMTP, login as an administrator to the ABBYY Administrator &

Monitoring Console• Click on the “Settings” menu at the top

Navigate to the SMTP Settings Area• Click “SMTP-settings on the left hand side of the web page

that displays• Click “SMTP Settings”

Fill in the SMTP Server Information

• Provide SMTP Server Name• By default, SMTP uses port 25• Enter the login for authentication purposes• Enter password for authentication account• SSL is optional• Be sure to click “Save”

Roles

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Roles: Description

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• The system administrator is an IT specialist responsible for :

– Installing and setting up FlexiCapture

– Configuring the database

– Performing maintenance and ensuring productivity

– NOTE: The administrator that creates a database will be automatically granted the System Administrator rights

• The tenant administrator is manager responsible for:

– Managing the document processing within his tenant

– Managing user accounts, user groups

Roles: Description• The system administrator is an IT specialist

responsible for :– Installing and setting up FlexiCapture– Configuring the database– Performing maintenance and ensuring

productivity

• The tenant administrator is manager responsible for:– Managing the document processing within his

tenant– Managing user accounts, user groups

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System Administrator: Possibilities

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Sets up and maintains the entire

system

Monitors system

productivity

Creates and deletes tenants

Creates and manages database and file storage

Does not have access to the users’ information inside the tenants

Can assumethe role of Tenant

Administratorfor the default

tenant innon-multitenant

system

Tenant Administrator: Possibilities

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Adds users and groups

Manages users’ rights

Monitors document processing inside the

tenant

Creates and uploads

projects to the tenant

Does not have an

access to other

tenants’ data

Working with Tenants

Working with Tenants

Adding a Tenant

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Working with Tenants: Tenant Administrator

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● Tenant Administrator can log in to the tenant using the URL https://<server>/FlexiCapture12/Login/<tenant_name>

● Upload projects to the server within your tenant on the Project Setup Station:

● Select File > Upload Project to Server...

● Enter the URL of your tenant: http://<server_name>#<tenant_name>

Example: http://localhost#tenant

● Select the Use server authentication option

● Enter your Tenant Administrator credentials

Working with Tenants: Tenant Administrator (cont.)

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● Hot folders can be enabled from the project list.

● Projects can be deleted from the project list

● Select Settings > Projects to view the list of projects from the Administration and Monitoring Console

Working with Tenants: Tenant Administrator (cont.)

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● Tenant Administrator can manage several users

● Users inside the tenant are independent from other tenants

● Adds users to the tenant in Settings > Users

● Operators can register themselves and send a request for rights from the tenant administrator

● If they have registered inside the tenant using the URL with the tenant name, the request will be visible to the Tenant Administrator

● Tenant Administrator will be able to give access rights

Adding a Tenant• Click “Tenants” on in the left side menu• Click “New Tenant”

Adding a Tenant• At the “New tenant” page, complete the fields.

• NOTE: The license can be shared by the main system or a dedicated license can be used for the tenant.

Managing Tenants

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Managing Tenants• Assuming you filled out this screen properly AND your

SMTP server is setup properly, after you click “save”…

Managing Tenants• You will land on this page with the newly created tenant.• Note the hyperlink to login on this page

• If you happen to manage this tenant, you could use it to login directly from this page, otherwise…the new tenant admin will need to login via the URL sent in his/her email.

Managing Tenants• Note the hyperlink for login, the username and the

temporary password is in his or her email.

Managing Tenants• Login using the provided credentials

Managing Tenants• Tenant name must be created and password must be changed

on first login

Managing Tenants• You will now see a subset of the full list of the site admin when

logged in as Tenant admin

Managing Tenants• Again, note the subset of items which is only for the specific

tenant

System Administrator: Possibilities

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Sets up and maintains the entire

system

Monitors system

productivity

Creates and deletes

tenants

Creates and

manages database and file storage

Does not have access

to the users’

information inside the

tenants

Can assumethe role of

Tenant Administratorfor the default

tenant innon-multitenant

system

Tenant Administrator: Possibilities

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Adds users and groups

Manages users’ rights

Monitors document processing inside the

tenant

Creates and

uploads projects to the tenant

Does not have an

access to other

tenants’ data

Multitenancy Licensing

● Tenant Administrator can use

● Main license (by default)

● Tenant license– Can be useful in case of separate departments working with different

licenses

● The main license can be used by multiple tenants

● Limitations: When sharing the main license, you cannot restrict to a specific page count per tenant. Also, cannot limit the number of station licenses utilized per tenant

● All licenses can be activated in the ABBYY FlexiCapture 12 License Manager

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Multitenancy: Summary

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● Several independent tenants can be created in ABBYY FlexiCapture 12

● Projects, batches, users, and groups belong to one tenant and are invisible and inaccessible from the others

● System Administrator creates tenants

● Tenant Administrator adds and registers new users inside the tenant

Questions?

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More information / help….

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Where to get more information:

• Help.ABBYY.com, Help Files Online!!

– http://help.abbyy.com/en-us/flexicapture/12/distributed_administrator/multi_work

• Support Page

– https://www.abbyy.com/en-us/support/

• Knowledgebase

– http://knowledgebase.abbyy.com/

• CaptureDocs.com

– http://www.capturedocs.com/