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| {|cellpadding="10" cellspacing="5"
| | #REDIRECT [[Review (Activity)]] |
| |-style="background-color:#ed2330; color:white"
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| |style="font-size:14pt"|'''WIP'''||This article is a work-in-progress. It was written using a beta version of 2022. This article is subject to change and/or expansion as it is updated to the release version of 2022.
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| This tag will be removed upon draft completion.
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| |}
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| <blockquote style="font-size:125%">
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| The Grooper '''Web Review''' client allows users to connect to a Grooper dashboard over the internet via a web server. This allows end-users to process review based activities in a '''Batch Process''' in a web browser, without the need to install Grooper on their own machine.
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| </blockquote>
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| == About ==
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| THIS SECTION TO BE COMPLETED AT A LATER DATE
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| == Installation ==
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| Setting up the Grooper '''Web Review''' client is done in three simple steps:
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| # Install the IIS components on your server.
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| # Install the Grooper Web Client application.
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| # Open the Web Review URL in a browser and start using it.
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| As a side note, there are some additional requirements for users scanning paper documents into Grooper with a physical scanner. These requirements will be detailed in the [[#Scanning with Web Review]] section of this article.
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| <tabs style="margin:20px">
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| <tab name="1. Install IIS" style="margin:20px>
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| === 1. Install IIS ===
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| The first step to setting up your server for Grooper Web Review is installing the IIS (Internet Information Services) components.
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| {|cellpadding="10" cellspacing="5"
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| |-style="background-color:#f89420; color:white"
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| |style="font-size:22pt"|⚠||It's important to do this step first. Installing and setting up IIS first is required before installing the '''Grooper Web Client'''.
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| |}
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| {|cellpadding=10 cellspacing=5
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| |valign=top style="width:40%"|
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| Open the '''Server Manager''' application.
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| # Select ''Manage''.
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| # Select ''Add Roles and Features''.
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| |valign=top|
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| [[File:Web-review-installation-iis-01.png]]
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| #<li value=3> On the following screen, select ''Next''.
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| [[File:Web-review-installation-iis-02.png]]
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| |valign=top|
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| Next, you will be asked to select the '''''Installation Type'''''.
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| #<li value=4> Select ''Role-based or feature-based installation''.
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| # Select ''Next'' to continue.
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| [[File:Web-review-installation-iis-03.png]]
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| |valgin=top|
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| Next, you will be asked to select a server on which to install the IIS.
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| #<li value=6> Select the server.
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| #* FYI: The local server is selected by default.
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| # Select ''Next'' to continue.
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| [[File:Web-review-installation-iis-04.png]]
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| |valign=top|
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| #<li value=8> In the following screen, scroll down to the bottom of the list to select ''Web Server''.
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| |valign=top|
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| [[File:Web-review-installation-iis-05.png]]
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| |valign=top|
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| #<li value=9> In the following prompt, select ''Add Features''.
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| # Then, select ''Next''.
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| |valign=top|
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| [[File:Web-review-installation-iis-06.png]]
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| |valign=top|
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| No additional '''''Features''''' are necessary.
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| #<li value=11> Select ''Next'' to continue.
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| [[File:Web-review-installation-iis-07.png]]
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| |-
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| |valign=top|
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| #<li value=12> On the '''''Web Server Role (IIS)''''' screen, select ''Next''.
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| |valign=top|
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| [[File:Web-review-installation-iis-08.png]]
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| |valign=top|
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| #<li value=13>In the '''''Role Services''''' selection panel, select the following components (FYI: If a window appears asking you to add features, select ''Add Features''):
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| #*'''Web Server'''
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| #**Common HTTP Features
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| #***Default Document
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| #***Static Content
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| #**Security
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| #***Request Filtering
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| #***Basic Authentication
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| #***Windows Authentication
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| #**Application Development
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| #***.NET Extensibility 4.5
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| #***ASP.NET 4.5
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| #***ISAPI Extensions
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| #***ISAPI Filters
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| #***WebSocket Protocol
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| #*'''Management Tools'''
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| #**IIS Management Console
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| #**IIS 6 Management Compatibility
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| #***IIS 6 Metabase Compatibility
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| #**IIS Management Scripts and Tools
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| #**Management Service
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| # Select ''Next'' after all components are selected.
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| |valign=top|
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| [[File:Web-review-installation-iis-09.png]]
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| |valign=top|
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| The last step is to confirm your IIS installation.
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| #<li value=15> Verify the settings are correct and all required components are present.
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| # Select ''Install''.
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| |valign=top|
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| [[File:Web-review-installation-iis-10.png]]
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| #<li value=17> Close the install wizard.
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| #* FYI: You may close the install wizard while IIS is installing. It will continue to install in the background.
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| |valign=top|
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| [[File:Web-review-installation-iis-11.png]]
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| |valign=top|
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| #<li value=18> Upon successful installation, we can see IIS in the '''Server Manager''' application.
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| With IIS installed, our next step is to install the Grooper Web Server.
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| {|cellpadding="10" cellspacing="5"
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| |-style="background-color:#36b0a7; color:white"
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| |style="font-size:14pt"|'''FYI'''||You may want to add a service user account at this time. The service account must have full access to the Grooper database and file store to function properly.
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| |}
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| [[File:Web-review-installation-iis-12.png]]
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| |}
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| </tab>
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| <tab name="2. Install Grooper Web Client" style="margin:20px">
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| === 2. Install Grooper Web Client ===
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| Next, we will install the '''Grooper Web Client''' application.
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| {|cellpadding="10" cellspacing="5"
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| |-style="background-color:#f89420; color:white"
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| |style="font-size:22pt"|⚠||If you have not done so already, install Grooper and add repository connections before continuing.
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| If you need instructions on installing Grooper, please visit the [[Install and Setup]] article.
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| |}
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| {|cellspacing=10 cellpadding=5
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| |valign=top style="width:40%"|
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| First, you will need to download the '''Grooper Web Client Installer''' from the Downloads and Resources section of [https://xchange.grooper.com/categories/downloads-and-resources Grooper x Change]
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| # After unzipping the installer package, run the '''setup''' application.
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| |valign=top|
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| [[File:Web-review-installation-web-client-01.png]]
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| #<li value=2> Select ''Next'' to start installation.
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| [[File:Web-review-installation-web-client-02.png]]
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| #<li value=3> Accept the licensing terms of the software agreement.
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| # Select ''Next'' to continue.
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| |valign=top|
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| [[File:Web-review-installation-web-client-03.png]]
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| |-
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| In the following screen, you will enter the user name and password of the account that will logon to use the application.
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| {|cellpadding="10" cellspacing="5"
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| |-style="background-color:#f89420; color:white"
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| |style="font-size:22pt"|⚠||Before selecting a user, ensure the user has permissions access to the Grooper database and file store location. The user '''''must''''' be able to read ''''and'''' write to the database and file store.
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| This is where you would want to enter a service account's information, if you are choosing to use one. The account '''''must''''' have access to the database and file store in order to do work in Grooper.
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| |}
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| #<li value=5> Enter the account's user name and password.
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| #* FYI: You may also use the ''Browse...'' feature to help find the domain and user, if you need.
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| # Select ''Next'' to continue.
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| |valign=top|
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| [[File:Web-review-installation-web-client-04.png]]
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| |-
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| #<li value=7> Select ''Next'' to continue setup.
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| |valign=top|
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| [[File:Web-review-installation-web-client-05.png]]
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| #<li value=8> Select ''Install'' to initialize installation.
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| [[File:Web-review-installation-web-client-06.png]]
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| |valign=top|
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| You will see the following screen upon successfully installing the Grooper Web Client.
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| #<li value=9>Select ''Finish'' to finish installation.
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| [[File:Web-review-installation-web-client-07.png]]
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| |valign=top|
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| You can verify the '''Grooper Web Client''' was installed by opening Microsoft's '''Internet Information Services (IIS) Manager'''.
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| # Under your server, select '''''Application Pools'''''.
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| # You will see ''Grooper'' listed in the Application Pools.
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| # In the '''''Sites''''' folder, you can also select the Grooper site created.
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| |valign=top|
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| [[File:Web-review-installation-web-client-08.png]]
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| |valign=top|
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| {|cellpadding="10" cellspacing="5"
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| |-style="background-color:#36b0a7; color:white"
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| |style="font-size:14pt"|'''FYI'''||One of the most common issues with installing the '''Grooper Web Client''' are permissions related. The service account '''''must''''' have permissions to the Grooper database and file store for each Grooper Repository. Users will not be able to create a '''Batch''' or process review steps using Web Review if it does not.
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| If you did not choose an account with appropriate credentials during the '''Grooper Web Client''' installation, you will need to switch users to an account with appropriate access.
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| To add a service account with proper credentials do the following:
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| # Select the '''Grooper''' Application Pool.
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| # Select ''Advanced Settings...''.
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| # The '''''Advanced Settings''''' window will pop up.
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| # Scroll down to the '''''Identity''''' property and configure it with the new user account.
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| You will need to restart the Application Pool after making changes.
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| |}
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| |valign=top|
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| [[File:Web-review-installation-web-client-09.png]]
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| |}
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| </tab>
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| <tab name="3. Access Web Review" style="margin:20px">
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| === 3. Access Web Review ===
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| {|cellpadding=10 cellspacing=5
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| |valign=top style="width:40%"|
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| At this point, users are ready and able to access Grooper's '''Web Review''' using a URL.
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| By default, '''Web Review''' URL will be the following:
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| * <code>http://<YOUR_SERVER_NAME>:13930</code>
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| # Open up a browser and enter the URL.
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| You can now start using the '''Web Review''' client. In the next section, we will detail the UI navigation.
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| [[File:Web-review-installation-access-web-review-01.png]]
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| |}
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| </tab>
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| :[[#Installation|Click here to return to the top]]
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| </tabs>
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| == User Guide ==
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| === Web Review UI ===
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| NOTES
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| Include info on Repo switching
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| === Performing Review Tasks ===
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| From "Batches" and "Tasks"
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| - Saving the business about pausing/resuming Batches, updating Batch Processes, etc for the Batch Management section
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| === Review Applications ===
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| Explanations for how to navigate each Review view with a specific use case example.
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| Shortcuts list included for each view
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| ==== Thumbnail View - Reviewing Grooper's Image Processing ====
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| ==== Classification View - Reviewing Grooper's Document Classification ====
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| ==== Data View - Reviewing Grooper's Data Extraction ====
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| Will need info on all Data Elements
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| -Data Fields
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| -Data Sections (adding sections included)
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| -Data Tables (adding rows included)
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| Need info on expressions and database lookups
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| Rubberband OCR
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| Rubberband Zone
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| - Redaction use case and/or elevation use case example
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| ==== Folder View - A Generic Batch Viewer ====
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| === Batch Management ===
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| === Event Log ===
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| == Designer Guide ==
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| === Setting Up Review Views ===
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| === Data Model Styling for Data Review ===
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| == Scanning With Web Review ==
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