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Thereforeâ„¢ Features

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Feature

Server/Client Setup

Description

Thereforeâ„¢ Core

Server & Client

These components are always installed.

Thereforeâ„¢ Server

Server

Installs Thereforeâ„¢ Server components that are needed to run a Thereforeâ„¢ Server on this system.

Thereforeâ„¢ Connect

Web Access

Server

Installs Thereforeâ„¢ Web components to allow access to Thereforeâ„¢ using a Web browser.

Portal

Server

Installs the Thereforeâ„¢ Portal for externally viewing information stored in Thereforeâ„¢ using a web browser.

XML Web

Server

Installs Thereforeâ„¢ XML Web components for connecting Thereforeâ„¢ Client applications to the Thereforeâ„¢ Server using an Internet connection (HTTP or HTTPS). And installs Thereforeâ„¢ Web API server for connectig third party web service clients to the Thereforeâ„¢ Server using SOAP and HTTP/HTTPS protocols.

MFP Manager

Server

Installs Thereforeâ„¢ MFP Manager components for communication between Thereforeâ„¢ MFP Scan and the Thereforeâ„¢ Server.

Content Connector

Server

Installs Thereforeâ„¢ Content Connector components for automatically indexing and saving files to the Thereforeâ„¢ System. (Business & Enterprise editions).

Microsoft Exchange Server

Server

Installs components needed for integration with Microsoft Exchange Server.

eSignatures

Server

Installs components needed for integration with eSignatures.

Microsoft Power BI

Server

Installs components needed for integrating Thereforeâ„¢ into Microsoft Power BI.

Microsoft SQL Reporting Extension

Server

Installs Thereforeâ„¢ Reporting Extension for automatically saving and indexing reports into Thereforeâ„¢.

Microsoft SharePoint Server

Server

Installs components needed for integration between Microsoft SharePoint Server and Thereforeâ„¢.

Download Service

Server

Establishes a communication channel between the Thereforeâ„¢ system and supported 3rd party services for the purpose of data and document collection.

Thereforeâ„¢ Administrate

Solution Designer

Server & Client

Installs Thereforeâ„¢ Solution Designer for designing and managing Thereforeâ„¢ systems.

Console

Server & Client

Installs Thereforeâ„¢ Console for monitoring activity and performing administrative tasks on the Thereforeâ„¢ System.

Document Loader

Server & Client

Installs the Thereforeâ„¢ Document Loader for importing batches of documents into Thereforeâ„¢.

Export Utility

Server & Client

Installs the Thereforeâ„¢ Export Utility for exporting documents and index data out of Thereforeâ„¢.

Tenants Manager

Server

Installs Thereforeâ„¢ Tenants Manager in order to convert the system to a multi-tenant system (Business & Enterprise editions).

Thereforeâ„¢ Use

Navigator

Server & Client

Installs Thereforeâ„¢ Navigator for searching and retrieving of documents and cases, as well as viewing and performing Thereforeâ„¢ Tasks and Thereforeâ„¢ Workflow tasks (Business, Essentials and Enterprise editions).

Installs Thereforeâ„¢ Viewer for viewing and editing documents stored in Thereforeâ„¢, as well as performing Thereforeâ„¢ Tasks and Thereforeâ„¢ Workflow tasks (Business, Essentials and Enterprise editions).

Installs Thereforeâ„¢ Case Manager for searching and retrieving of documents in cases, as well as viewing and performing Thereforeâ„¢ Tasks and Thereforeâ„¢ Workflow tasks in cases (Business, Essentials and Enterprise editions).

Capture Client

Server & Client

Installs Thereforeâ„¢ Capture Client for scanning, indexing and saving paper documents; and/or, importing, indexing and saving already scanned documents to Thereforeâ„¢.

PDF Printer

Server & Client

Installs Thereforeâ„¢ PDF Printer which allows documents to be saved to Thereforeâ„¢ from  applications with print functionality.        

Thereforeâ„¢ Integrate

Windows Explorer

Server & Client

Installs components needed for saving documents to Thereforeâ„¢ from Windows Explorer.

Save to Thereforeâ„¢ Tree View

Server & Client

Installs components needed for integrating Thereforeâ„¢ folders, category and document structure into Windows Explorer.

Microsoft Office

Server & Client

Installs components needed for saving documents to Thereforeâ„¢ from Microsoft Office.

Microsoft Dynamics NAV

Server & Client

Installs components needed for integration between Microsoft Dynamics NAV and Thereforeâ„¢.

Kofax Power PDF Advanced

Server & Client

Installs components needed for integration between Kofax Power PDF Advanced and Thereforeâ„¢.

Kofax Capture

Server & Client

Installs components needed for saving documents from Kofax Capture to Thereforeâ„¢.

Replication

Server & Client

Installs components needed for replicating tables from external databases.

SAP NetWeaver

Server & Client

Installs components needed for integration with SAP NetWeaver.

Universal Connector

Server & Client

Installs the Thereforeâ„¢ Universal Connector for codeless integration with many Windows applications.

Languages

Server & Client

Supported languages for the main user applications. English (US) is always installed.

 

Info

Features installed by default are marked with bold.

The Thereforeâ„¢ Connect services do not have to be installed on the Thereforeâ„¢ Server but they require a DCOM connection.

Separate setup files are available for connectors to: Microsoft Dynamics NAV, Microsoft SharePoint, and SAP NetWeaver. Please see the Additional resources section for more information. Manual: Additional Resources

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