Kofax KCS 3 Series User guide

Kofax Communication Server
Environment Guide - Platform System Manual
Version: 10.2.0

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© Copyright Kofax. All information is subject to change without notice.
© 2018 Kofax. All rights reserved.
Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks are
the property of their respective owners. No part of this publication may be reproduced, stored, or
transmitted in any form without the prior written permission of Kofax.

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FCC COMPLIANCE STATEMENT
Information to the User
NOTE: This equipment has been tested and found to comply with the limits for a Class A digital device,
pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against
harmful interference in a residential installation. This equipment generates uses and can radiate radio
frequency energy and, if not installed and used in accordance with the instructions, may cause harmful
interference to radio communications. However, there is no guarantee that interference will not occur in a
particular installation. Operation of this equipment in a residential area is likely to cause harmful
interference in which case the user will be required to correct the interference at his own expense.
If this equipment does cause harmful interference to radio or television reception, which can be determined
by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more
of the following measures:
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
Consult the dealer or an experienced radio/TV technician for help.
The use of a non-shielded interface cable with the referenced device is prohibited.
Change or modifications not expressly approved by Kofax could void the authority to operate the
equipment.

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TABLE OF CONTENTS
1. System Overview......................................................................................................................7
1.1 General ............................................................................................................................7
2. Hardware Structure ..................................................................................................................8
2.1 KCS Cabinets...................................................................................................................8
3. KCS Models..............................................................................................................................9
3.1 Line Server.......................................................................................................................9
3.2 KCS Interface Boards ....................................................................................................10
4. Which Hard- and Software Is Supported ................................................................................12
4.1 KCS Hardware...............................................................................................................12
4.2 Supported Platforms ......................................................................................................12
4.3 Supported Software .......................................................................................................14
4.4 Third-Party Hardware Support .......................................................................................14
4.5 Software Prerequisites...................................................................................................19
4.6 Installing KCS on Different Drive....................................................................................20
4.7 Required Windows User Permissions............................................................................20
4.8 Uninstall KCS.................................................................................................................22
5. KCS in Virtual Environment....................................................................................................23
5.1 Overview on Virtualization..............................................................................................23
5.2 Virtualization Planning....................................................................................................24
5.3 Virtualization Deployment ..............................................................................................31
5.4 Virtualized Operation......................................................................................................36
5.5 KCS Components Supported on Virtual Environment....................................................47
5.6 Hyper-V Support ............................................................................................................54
5.7 Restrictions ....................................................................................................................57
5.8 Hints...............................................................................................................................57
5.9 Test: 150 Fax Channels.................................................................................................58
6. IPv6 Protocol..........................................................................................................................66
6.1 Introduction ....................................................................................................................66
6.2 IPv6 Basics ....................................................................................................................66
6.3 Example: Setting Up IPv6 Cisco Router.........................................................................68
6.4 IPv4 to IPv6 Migration Scenarios...................................................................................69
6.5 KCS IPv6 Support..........................................................................................................70

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6.6 How to Set Up KCS for IPv6 ..........................................................................................75
7. Configuration Examples .........................................................................................................76
7.1 How to Configure a KCS Solution..................................................................................76
7.2 How to Estimate Bandwidth Requirements and Configuration Limits.............................81
7.3 Upgrade Path, Legacy Hardware...................................................................................82
7.4How to Determine System Performance........................................................................83
7.5 How to Configure Network Interface Card Teaming.......................................................91
8. Operating and Maintaining the KCS System ..........................................................................98
8.1 Operation of Tandem Server System with Software Status Agent.................................98
8.2 KCS Performance Counters.........................................................................................105
8.3 Windows Error Reporting.............................................................................................110
9. Security Strategy..................................................................................................................111
9.1 General ........................................................................................................................111
9.2 Virus Protection............................................................................................................111
9.3 Network........................................................................................................................111
9.4 Password .....................................................................................................................115
9.5 Registry Encryption......................................................................................................115
9.6 Services .......................................................................................................................116
9.7 Remarks.......................................................................................................................117
10. Encrypting File System and KCS..........................................................................................118
10.1 Encrypting TCOSS................................................................................................118
10.2 Maintenance of Encrypted TCOSS.......................................................................122
10.3 Encrypting TC/Archive ..........................................................................................123
10.4 Restricting User Rights .........................................................................................123
10.5 EFS Information....................................................................................................124
11. Installation Requirements.....................................................................................................125
11.1 Important Safety Instructions.................................................................................125
11.2 Desktop Mounting.................................................................................................127
11.3 Rack Mounting......................................................................................................128
11.4 Operating Temperature.........................................................................................128
11.5 Access Protection .................................................................................................129
11.6 Dust Protection......................................................................................................129
11.7 General .................................................................................................................129
11.8 Cabling..................................................................................................................129

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12. KCS Licensing......................................................................................................................130
12.1 Licensing General .................................................................................................130
12.2 Licensing Modes...................................................................................................130
12.3 Client Licensing.....................................................................................................130
12.4 Link Licensing .......................................................................................................131
12.5 Server Licensing ...................................................................................................132
12.6 TC/Archive ............................................................................................................133
12.7 Jukebox License ...................................................................................................133
12.8 Test Mode.............................................................................................................133
12.9 License Keys Type 1.............................................................................................134
12.10 Licenses Type 2....................................................................................................135
12.11 Licenses Type 3....................................................................................................135
12.12 Troubleshooting ....................................................................................................135
13. Appendix A...........................................................................................................................137
14. Appendix B: KCS Approvals and Standards Conformance ..................................................138
14.1 Model 305 (All Components), Model 304 and 350................................................138
14.2 Model 202 (All Components).................................................................................138
15. Post Installation Checklist.....................................................................................................141
15.1 Goal ......................................................................................................................141
15.2 Check....................................................................................................................141
16. Appendix C /GERMAN .........................................................................................................142

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1. System Overview
1.1 General
Kofax delivers solutions for the widest range of communication tasks.
Important! The Kofax Communication Server and its components formerly used the name
TOPCALL. Some screen shots and texts in this manual may still use the former name.

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2. Hardware Structure
A KCS system 3xx consists of two main device types:
Application Server
Line Server Model 305 or 304 with Line Interfaces to PABX or PSTN
2.1 KCS Cabinets
Are all intended to be 19” rack mount but can be used as desktop devices as well.
Application Server
Runs KCS software like TCOSS Server Operating System, Archive, and Links.
The connection to the Line Server’s/Branch Boxes is via TCP/IP-LAN (preferable dedicated).
Line Server –Model 304 and Model 305
Connects to PABX or PSTN via interface modules for voice or fax transmission.
KCS Rack
With two Application Servers and accompanying Line Servers for redundancy.

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3. KCS Models
3.1 Line Server
KCS Model
Description
Inter-
face
Slots
Line Interfaces
supported
Number of
fax/voice/Telex
channels per
interface
Model 305
Line Server for
analogue and
BRI/PRI Fax and
Voice
2
Dual BRI TC23
Dual PRI TC24
Quad analogue
TC26
4
30 (E1 ISDN)
23 (T1 ISDN)
4 (T/R)
Model 304
Line Server for
analogue Fax
2
Dual analogue
TC31+TC30 or
TC32+TC30
2
Model 202
TELEX
BranchBox
Line Server for
Legacy Telex
Interfaces
7
TS20
TS22
TS26+TS2T
TS26+TS2V
TS28
2 Telex S.19(XD)
2 Double curr.
2 for V.21
2 for V.21 France
2 Single curr.
Model 350
GSM Box
GSM mobile
interface with
LAN connection
-
1 GSM Interface
1 GSM (SMS
only)

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3.2 KCS Interface Boards
3.2.1 Interface Boards for Line Server Model 305
Basic Rate ISDN (BRI) TC23
Form Factor:
KCS Line Server Model 305 Slot
Message type:
G3 FAX, Voice
Number of lines:
2xBRI Euro ISDN
Fax/Voice channels per line:
2
Transmission speed:
2x64kBit/s, symmetric
Primary Rate ISDN (PRI) TC24
Form Factor:
KCS Line Server Model 305 Slot
Message type:
G3 FAX, Voice
Number of lines:
2xPRI (E1/T1)
Fax/Voice channels per line:
30E1/23T1
Transmission speed:
E1:2x2.048kBit/s, T1: 2x1.544kBit/s symmetric
Quad Analogue TC26
Form Factor:
KCS Line Server Model 305 Slot
Message type:
G3 FAX, Voice
Number of lines:
4
Channels per line:
1
Legacy Board Adapter TC30
Form Factor:
KCS Line Server Model 305 Slot
Slots:
1 Slot for TC31 or TC32
3.2.2 Legacy Interface Boards
Analogue Modem Line Interface Board TC32
Channels:
2 per Board
Data Pump:
Rockwell RC288DPi
Fax Group 3:
CCITT T.4, T.30
Data Transfer:
CCITT V.29 and V.27
Operation Mode
2 Fax Lines (a/b)
DTMF:
Supported
(Second Dial Stage)
PBX Modem Line Interface Board TC31
Channels:
2 per Board
Data Pump:
Rockwell RC288Dpi
Power Supply:
TC3P (supplies up to 4 TC31)
PBX Link:
E&M / EIA/TIA 464 B, Bell DID
Fax Group 3:
CCITT T.4, T.30
Data Transfer:
CCITT V.29 and V.27

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Operation Modes:
DTMF:
Supported
DID:
Supported
DID Protocols:
Seizure Acknowledgement
Delay Dial
Immediate Start
Wink Start
Legacy Boards (TSXX)
Please find the Information for these boards in TCOSS System Manual V1.13.
They may be used only with Line Server Model 202.

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4. Which Hard- and Software Is Supported
4.1 KCS Hardware
KCS hardware is designed to the highest standards of availability and easy maintenance. It is optimized
and thoroughly tested with KCS applications. Therefore optimum support and troubleshooting is guaranteed
with KCS hardware. KCS takes the overall system responsibility for solutions with KCS hardware.
TC/Model 300 is not supported with Windows Server 2008 and later operating systems.
4.1.1 KCS Line Server Model 305
4.2 Supported Platforms
KCS software is supported on the following Windows platforms:
Windows Platform
KCS Package
Windows 8.1, 8, 7,
10, Vista 32-bit, XP
Windows Server 2012, R2
Windows Server 2008, R2
Windows Server 2016
Kofax Communication Server
(link and server components)
x
KCS Client Apps (TCfW
Communication Server Client)
x
KCS Client Apps (complete)
x
For details and restrictions see the following sections and the special package documentation.
4.2.1 Support for Windows Server 2008 –2016
In general, all currently supported components of the KCS Server Package 7.84.xx or later, of the KCS
Link Package 2.32.xx or later, and the TCfW Communication Server Client application (part of KCS
Client Applications 5.26.xx or later) work properly on a Windows Server 2008 (non-R2) based computer.
All currently supported components of the KCS Server Package 7.88.xx or later, of the KCS Link
Package 2.36.xx or later, and the TCfW Communication Server Client application (part of KCS Client
Applications 5.30.xx or later) work properly on a Windows Server 2008 R2 based computer.
Components that approach their end of sales might NOT be supported.
The upgrade from Windows Server 2003 is NOT supported; only new installations on Windows Server
2008 are.
The upgrade from Windows Server 2008 64 bit to 2008 R2 is supported. (TC/SNMP might not work; see
TC/SNMP Manual for troubleshooting).
TC/Model 300 with Windows Server 2008 (or later) is NOT supported.

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Hyper-V feature (hardware virtualization mode) is only supported with Windows Server 2008 R2 host (or
later).
Windows Server Core installation variant is NOT supported.
64-bit versions of Windows Server: See section Restrictions for 64-Bit Versions of Windows Server.
KCS Client Applications
Not supported, except TCfW Communication Server Client.
Unsupported Link Components
KCS Exchange Address Templates
Unsupported Server Components
TC/LANPRT
TC/JUKEBOX
TC/MA
4.2.2 Support for 64-Bit Versions of Windows Server
General
Starting with Windows Server 2008, KCS supports 64-bit versions. The KCS applications run in the x32
subsystem on the x64 Platform. This means that the file-system and registry paths of the default
installations are slightly different than those on an x32 system –according to Windows conventions of x32
applications running on x64. The following table shows the differences on the KCS supported platforms
(English systems):
Windows
Platform
XP, Vista, 7
x32 Version
Windows 7
x64 version
2008
x32 Version
2012+R2, 2008+R2
x64 Version, 2016
KCS Client
Apps file path
C:\Program
Files\TOPCALL
C:\Program Files
(x86)\TOPCALL
C:\Program
Files\TOPCALL
C:\Program Files
(x86)\TOPCALL
KCS (server +
link) file paths
C:\TCOSS
C:\TOPCALL
C:\TCOSS
C:\TOPCALL
Registry path
HKLM\Software\
TOPCALL
HKLM\Software\
Wow6432Node\
TOPCALL
HKLM\Software\
TOPCALL
HKLM\Software\
Wow6432Node\
TOPCALL
KCS Printer Driver
The KCS Printer Driver is available as x32 and as x64 version. Depending on the platform, the respective
version is installed automatically.
KCS Performance Counters
If you use Performance Counters on Windows Server 64-bit version, you will have to start the service
“Performance Counter DLL Host” and set it to start automatically. See section 8.2 KCS Performance
Counters for details.
The tool TC/PerfLog supports only Mode-0 on Windows Server 64-bit version. For details see the
TC/PerfLog Technical Manual.

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TC/Web
When installing TC/Web on Windows Server x64 version, you have to set “Enable 32-Bit Applications” to
true. See TC/Web Installation and Configuration Manual.
Restrictions for 64-Bit Versions of Windows Server
General restrictions of Windows Server 2008 apply
Acrobat Reader is not supported for document conversion; use the internal PDF converter for
conversion of PDF files (license “Converter PDF format to TCI” required, also for conversion PDF to
TIFF)
JetForm is not supported
No PS or PCL printer drivers instead of the KCS printer driver are supported for document conversion
4.3 Supported Software
No third-party server software (e.g. Exchange server, Notes server …) is allowed on a KCS server. This
kind of software might be hard to uninstall or to transfer to another system.
See also restrictions in KCS Package Manual.
Provided that that the KCS server has sufficient RAM, the following software is allowed but not supported:
All Programs, Tools and Applications that are part of supported Windows operating systems
All Applications that are required for the document converter (TC/DC)
Control It (formerly named REMOTLY POSSIBLE) for remote installation and maintenance.
Other software may be used as well, but will not be tested by Kofax. In case of problems Kofax might
request to completely remove third-party software from our server to isolate the problem.
4.3.1 Different Versions of KCS Software
On a single computer, all KCS components (server, links, client) must belong to the same KCS version.
4.4 Third-Party Hardware Support
4.4.1 General
The market increasingly requests support of standard server hardware. Many companies have strong
partnerships with hardware vendors or internal policies regarding hardware to use. Typically those
customers have maintenance agreements with hardware vendors like IBM, Compaq or HP who take
responsibility for all their hardware.
Delivering turnkey solutions with both proven hardware and software remains one of the major strengths of
Kofax. By opening our architecture to allow installation of all KCS software on Microsoft certified servers we
enable additional business with hardware vendor centric companies or at least make it easier by being able
to offer this option.

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4.4.2 How to Find a Compatible Machine
The description is divided in three steps:
In the first step you have to check the standard requirements which are minimum requirements. So there
is no discussion about to leave one of the conditions out. The second step describes “how to use the
Microsoft hardware compatibility list”.
4.4.3 Minimum Requirements
For a compatible machine the following parts are significant. Pay attention not only to a single component.
Most hardware related problems result from a combination of components and drivers.
Note: The running machine has to recover independently after a power failure.
Component
requirements
Remarks
Processor:
single CPU
Speed oriented on market standard. (e.g. 1.5 GHz)
Memory:
1 GB
For minimum memory requirements see
operating system demand and the system
performance section in this manual.
Hard disk:
single
KCS software requires around 500 MB of disk space.
Additional space is required for the TCOSS file structure.
The proper calculation of the file structure size includes
the consideration of the number of users, recipients,
short time archive, send orders, number of files, etc. See
system performance section for further information.
Ethernet
(LAN):
one
100 Mbit/s or faster. If there is no number chip for
licensing available (e.g. via parallel port dongle TC93)
then the LAN MAC address is used for licensing (use
TP80.DLL V7.11.06 or later)
Notice: Third-party hardware has to meet all legal requirements for installation in the respective country
(e.g., CE, UL, CSA).
For further information about special hardware requirements regarding different KCS server applications
refer to the product related requirement list at the end of this chapter.
4.4.4 Microsoft Hardware Compatibility List
It is possible to use third-party hardware instead of Kofax certified models even these servers have to meet
all of the Microsoft Windows Logo requirements. (Only listed servers are supported!) There will be no
support for servers assembled from HCL components!
Before you check the Microsoft web site for further information let’s have a look to “how to figure out the
exact server name”. The server manufacturers have all different methods to label their machines. Often it is
hard to figure out the exact model or version of a model. This is due to the fact that not all companies show
the model name on their different technical equipment.
E.g.: The HP “ProLiant DL360” can be found as generic type as well as in different technical equipment
versions like “ProLiant DL360 6/1GHz-256Kb (2P)”. So we recommend that you figure out the exact version
and you should use only this one to check in the database.

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Compatibility with Windows Server operation systems can be checked on the following web site:
http://www.windowsservercatalog.com/.
Step one
Enter the server model, for example “xSeries 342”.
Step two
Find your computer in the list and click it to show detailed information. For example:

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Click on the second from top in the list. The information in detail:
The computer has to be combatible with a version of Windows supported by KCS. This is what is necessary
to be KCS compliant. Look for one of the following icons:
4.4.5 Prerequisites
The fulfillment of the criteria of all previous steps (Minimum Requirements, Microsoft Hardware
Compatibility List) is the base for a proper cooperation between third-party hardware, operating system and
KCS server software.
Notice: Before you start installing KCS software it is mandatory that the OS of the server is running without
error and the network is up and working.

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4.4.6 Maintenance
Kofax takes responsibility for all KCS applications; the customer takes responsibility for the hardware and
the operating system. Hardware support of third-party hardware is not included in KCS maintenance
contract.
Note: In case of hardware related problems, Kofax reserves the right to demand the use of KCS server
hardware, in order to solve above mentioned problems. E.g.: blue screens, Dr. Watson, Network
4.4.7 Product Related Requirements
The table below should help you to figure out what special hardware you need to run KCS server software.
Art. no.
CPU (speed)
RAM (MB)
Hard disk
Serial
Parallel
PCI slots
Ethernet LAN
Token Ring LAN
CD-ROM, Floppy, VGA
CD-Writer
SCSI Adapter
Standard Hardware Requirement
single
*(2)
single
*(1)
-
-
-
1
-
*(7)
-
-
TCOSS Server
single
256
single
*(1)
-
-
-
1
-
*(7)
-
TCOSS TANDEM
Primary/Secondary
single
256
single
*(1)
[1]
*(5)
-
-
2
-
*(7)
-
Status Agent
single
256
single
*(1)
[2]
*(5)
-
-
1
-
*(7)
-
TCOSS Archive Server
single
256
single
*(1)
[1]
*(3)
-
-
1[2]
-
*(7)
1*(4)
[1]
*(3)
KCS Link Server
single
256
single
*(6)
-
-
-
1
-
*(7)
-
-
Legend:
[Optional], (extra information see below)
1) The minimum hard disk size depends on one hand on operating system, service packs, optional
needed software (like office) and on the other hand on the TCOSS file structure. The proper calculation
of the file structure size depends on the number of users, recipients, short time archive, send orders,
files, etc. See section system performance for further information.
2) For minimum memory requirement see operating system requirement as well as system performance
section.
3) If you use TC/Juke and the POINT Juke Box Manager you will need a serial or a SCSI interface to
connect the Jukebox with the KCS.
4) If you use TC/Juke in "semi-automatic" mode you need a CD-writer which is supported from POINT
5) The Number of serial ports depends on usage of serial line for status information negotiation. For
further information see manual.
6) The minimum hard disk size depends on operating system, service packs, optional needed software
(like office, OCR) and on the number of installed KCS links. For further information see Link manuals.
7) For installation purpose a standard VGA-adapter is needed and optionally a floppy drive or a CDROM
drive.

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4.4.8 Known Issues on Outdated Third-Party Hardware
If running up-to-date KCS applications under modern operating systems like Windows 2008 on outdated
hardware which is not listed on Microsoft HCL, it must be taken into account that there is a higher risk that
any issues may occur during KCS installation and operation.
This chapter summarizes problems and hardware related issues which have already been observed on
particular outdated hardware.
Tyan Mainboard Thunder HESL-T S2688 Running Windows 2008
TCP connection problems were observed, documented in the SPR00054023: KCS FoIP Configuration
Utility cannot open local port under Win 2008 OS and huge communication problems between TCOSS
instances in the ASP Tandem Server were observed, too.
The main problem is that around 15-20 minutes after machine reboot, each attempt to make a synchronous
(blocking) TCP Connect to any existing IP address (remote or even localhost) but to a non-existing port
number (no listener on it) remains hanging instead of returning corresponding error saying that the port is
not reachable.
During first around 15 minutes after machine reboot this problem does not occur.
Finally, the problem has been isolated on new Windows 2008 installation on this main board, without any
KCS software, without any LAN card in the following way:
Open command line and try to open a Telnet session to localhost and not-existing port number 50000.
During the first 15 minutes after machine reboot it returns properly with an error:
Later on, it remains hanging in the “Connecting to localhost ….” status:
4.5 Software Prerequisites
To ensure that Kofax Communication Server installs and executes properly, following is the list of
applications\software which should be installed before installing Kofax Communication Server:
1) Microsoft .Net Framework 2.0
2) Microsoft .Net Framework 3.5 (required by multiple applications)
Note: Installation of .Net Framework 3.5 on Windows 2012 R2 may require manual steps. Refer
https://support.microsoft.com/en-us/kb/3002547

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3) Microsoft .Net Framework 4.x (required by Kofax Capture Connector)
Note: Although the documentation mentions to install .Net Framework 4.0, but it is recommended (and
easier) to install .Net Framework 4.5.
4) Kofax Capture (required for Kofax Capture Connector)
5) Lotus Notes Client (for TC/LINK-LN and TC/MWA-LN)
6) The default installation path of TC/Archive requires access permissions to folder E:\CDTemp.
7) TC/Probe and TC/Report requires SA user credentials of an SQA Database.
8) Internet Information Server 7 or higher version (for KCS Portal and TC/Web)
4.6 Installing KCS on Different Drive
Default installation directory for KCS is C:. If you need to install KCS on any other location, create the
following registry keys (along with the path) and add the desired installation path for these registry key
before starting the KCS setup.
Registry key
Default Installation Path
Other Installation Path
(Value)
HKEY_LOCAL_MACHINE\SOFTWARE\TOP
CALL\Boot\RootDir
C:\TCOSS
D:\TCOSS
HKEY_LOCAL_MACHINE\SOFTWARE\TOP
CALL\Boot\RootDir2
C:\TOPCALL
D:\TOPCALL
Note 1: Once the installation is complete, you must not modify these registry key values.
Note 2: You can modify the drive to install Kofax Communication Server, but you should not modify the
default folder names, that is, the installation folder names should always remain TCOSS and TOPCALL.
Important: All KCS manuals describe the content using the default installation directory/path, that
is, C:\TCOSS or C:\TOPCALL. If you have changed the default installation directory/path before the
KCS installation, please read any directory/path according to your respective installation.
The following KCS applications can now be installed to another drive:
TCfW
TC/Monitor
TC/Web
TCOSS
LINK FI
VRS
MakeTCOSS
WCONFIG
Tandem Server
FoIP
LINK MFP
IP Printer
LINK SM
LINK MX7
LINK LN
LINK SC7
4.7 Required Windows User Permissions
This chapter describes the minimum user permissions for different KCS activities. In order to keep the
description as simple as possible the following user types are considered:
Administrative User: This is any user that is part of the local administrators group. It also applies to
the System Account for services. Activities that require such a user are described as activities that
require administrative permissions. In case of interactive applications this may include to run an
activity as Administrator.