OptimiDoc Cloud Client (OCC) installation on Windows

This section describes how to install the OptimiDoc Cloud Client (OCC) on a Windows workstation.

Step 1 - Windows prerequisites

• The workstation is running a supported Windows operating system with Windows 11 or Windows 10 version 1809 or higher.

• .NET 8 installed

• The user has local administrator privileges.

• The workstation has internet connectivity to the OptimiDoc Cloud datacentre.

• HTTPS (TCP 443) communication is allowed.

Step 2 - OCC installation

1. Launch the OCC MSI installer.

2. Start the installation and wait until it completes.

After completion, the OptimiDoc Cloud Client service and desktop application is installed on the workstation.

Step 3 – First launch and authentication

1. Start the OptimiDoc Cloud Client.

2. Sign in using one of the available authentication methods:

   • Email and one‑time password (OTP)

   • Google sign‑in

   • Microsoft sign‑in

   

3. During the first launch, the client:

   • establishes a secure connection to OptimiDoc Cloud,

   • registers the workstation,

   • downloads initial configuration data,

   • deploys partners based on authorised user rights.

Step 4 – Verify client registration

1. Open the OptimiDoc Cloud administration portal.

2. Navigate to Device Management → OptimiDoc Cloud Clients.

3. Confirm that:

   • the workstation is listed,

   • the correct user is assigned,

   • the client version is displayed.