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Installing the Review Application

Review is a web application that users run to validate and modify automatically classified documents before starting the automated workflow.

Review is a web application that users run to validate and modify automatically classified documents before starting the automated workflow.

Ensure that OpenText™ Content Server or other Enterprise Content Management System is installed. This is the migration destination and is required for the full functionality of Review.

Overview

Setting up this application involves three steps:

  1. Create the folder structure

  2. Configure the Review application settings

  3. Set up the Review site in Internet Information Services (IIS) Manager

What You Will Need

Creating the Folder Structure

  1. Create a Shinydocs Review folder in the C:\inetpub folder

  2. Right-click on the shinydocs-review-[VERSION]-[DATE].zip file and Unblock

  3. Apply

  4. Unzip the content into C:\inetpub\Shinydocs Review

Configuring the appsettings-review.json File

The appsettings-review.json file in C:\inetpub\Shinydocs Review is used to configure Review. Configure this file to point to your Content Server to update the Review display settings.

In your preferred text editor, open appsettings-review.json and modify the following values as required.

Setting up the Review Site in IIS Manager

Adding a new website

  1. Under Sites within IIS Manager:

    1. Add a new Website by right-clicking Sites

    2. Name your site (For example, “Shinydocs Review”)

    3. Point the Physical path to C:\inetpub\Shinydocs Review

    4. Provide a port that is not already in use

    5. Click OK once you are satisfied with the new site configurations

Updating the Site Permissions

  1. Add the user IIS_IUSRS to have access to the C:\inetpub\Shinydocs Review folder

Setting up the Site Application Pool

  1. Start IIS Manager

  2. Select Application Pools

  3. Right-click the Shinydocs Review app pool

  4. Select Advanced Settings

  5. Edit as follows:

    1. Ensure the version selected for .NET CLR version is the latest

    2. Select Classic in Managed pipeline mode

    3. Scroll to Process Model 

    4. Select and edit the Identity: ApplicationPoolIdentity

    5. Change to Custom account: and select Set…

    6. Set Credentials: Input the service account information

  6. Click OK

Setting up the Site Authentication

  1. Select your site and double-click Authentication under the IIS column to open the Authentication Settings.

  2. Enable ONLY the following:

    1. Windows Authentication

    2. ASP.NET Impersonation

      IIS-Authentication.png

Setting up Kerberos Passthrough

Shinydocs Review uses IIS and Windows Authentication with Kerberos to authenticate a user from their browser. The following guide will help you set up your Windows Server environment to support Automation Review with Kerberos pass-through (2 hop authentication) in Setting up Kerberos authentication in Cognitive Suite documentation.