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  • 1. ProSystem fx® Document Installation Guide –Windows 2008 Server Install Version 3.8 1
  • 2. Server Pre-requisites 1. Verify Internet Information Services is installed: a. To install, click Start | Administrative Tools | Server Manager. b. Click Roles, Add Roles, and then click Select Server Roles. c. Check the box that says Web Server (IIS). d. Click Add Required Features to the Add Roles Wizard dialog and click Next. e. Verify the Common HTTP Features and Application Development are checked. Click the Add Required Features button if the Add Roles Wizard opens. f. Under Security check the Basic Authentication and Windows Authentication boxes. g. Under Performance verify the Static Content Compression check box is selected. h. Under Management Tools check IIS Management Console. i. Verify that IIS 6 Management Compatibility is checked. j. Click Next and then click Install. 2. Verify Indexing Service is installed: a. To install, click Start | Administrative Tools | Server Manger. b. Click Roles, Add Roles, then click Select Server Roles. c. Check the box that says File Services, click Next, and then Next again. d. If checked, uncheck Windows Search Service. e. Check Indexing Service. f. Click Next, click Install, and then Close at the completion of the install. 3. Verify SMTP is installed: a. To install, click Start | Administrative Tools | Server Manager. b. Click Features and then Add features. c. Check the SMTP Server box. d. Click Add Required Features Services and then click Next. e. Click Install and then Close at the completion of the install. f. Go to Start | Administrative Tools | Internet Information Services 6.0 Manager. g. Expand the server list, right-click SMTP Virtual Server, and verify the service is started; if not, click Start. h. Close the Internet Information Services (IIS) 6.0 Manager. 4. Verify Message Queuing is installed: a. To install, click Start | Administrative Tools | Server Manager. b. Click Roles, Add Roles, and then click Select Server Roles. c. Check the box that says Application Server and click the Add Required Features button. d. Click Role Services on the left pane. e. Verify the Application Server Core and Message Queuing Activation boxes are checked. Click the Add Required Features check box. f. Click Next, click Install, and then Close at the completion of the install. 2
  • 3. 5. Back up the common database (If this is not an upgrade skip to the install portion of this guide.): g. On the SQL server click Start | All Programs | Microsoft SQL Server | SQL Server Management Studios h. Under Server type verify the drop down says Database Engine i. Under the Server name verify the drop down points to Document instance of SQL j. Under the Authentication verify the drop down says SQL Server Authentication k. Under Login enter your SA user l. Under Password enter your SA password m. Click Connect n. Expand Databases o. Right-click Common_DB p. Click Tasks | Backup Up Database q. Select a destination and click OK r. Close Management Studios 6. Verify you have a copy of the Document specific configuration files (If this is not an upgrade skip to the install portion of this guide): s. Create a folder on the Document Server named 'document backup' t. Navigate to %documentinstallpath%Document u. Copy the file web.config and paste it into your backup folder v. Navigate to %documentinstallpath%config w. Copy the file server.xml and paste it into your backup folder x. Navigate to %documentinstallpath%CCH-RemoteHostingbin y. Copy the file GfxServices.config and paste it into your backup folder z. Log into your Portal server. (If you do not have Portal skip to the install portion of this guide) aa. Create a folder on the Portal server named 'portal backup' bb. Navigate to %portalinstallpath%ClientPortal cc. Copy the file web.config and paste it into your backup folder dd. Navigate to %portalinstallpath%WebPortalServices ee. Copy the file client.exe.config and paste it into your backup folder 3
  • 4. Install ProSystem fx Document 1. Insert the ProSystem fx Document Installation DVD and browse to the Install/Server folder. 2. Right-click Server Setup, and click Run as Administrator.  If the required third-party software has not been installed, a screen indicating the required software to be installed is displayed. Click OK for any requests and accept all license agreements and default prompts.  If this is an upgrade the installer will now prompt you to uninstall the previous version of Document. Click OK at the prompt and the installer will uninstall the previous version for you.  The MSI will be extracted and the Windows Installer will launch. Click Next.  Accept the license agreement and click Next. 3. The default installation folder C:Program FilesProSystem fx Document is shown in the Destination Folder dialog.  Accept the default or click Change to browse and select a different path. 4. The default Web site to install Document Default Web Site is shown in the Destination Folder dialog.  To install Document to a different Web site select the Web site from the drop- down list. (The Web site should be created in the Internet Information Services to be in the drop-down list.)  Type in the name of Document Server in the Document Server Name Field. 5. Click Next. 6. Enter a valid domain user name with read/write access to the Storage Area in the format DOMAINUserName – Example: DOCUMENTdmsuser. 7. Enter a valid domain password for the user and click Next. 8. Select the location of the Permission Key and click Next.  If you select Internet download, a Global fx log in screen will display. Enter a valid Global fx log in user account and password. The Permission Key will be downloaded to the install folder. Otherwise, browse to select the Permission Key file and click Next. 9. In the Server Selection dialog, Portal Web Server install option will be available if the Permission Key contains licensing for the Client Portal. The Portal must be installed on a separate server. Uncheck the Portal Web Server box. Select the server(s) to install and click Next. 10. In the Web and Application Servers dialog, do the following: a. Verify the Document Server names. b. Enter the appropriate Portal Server name if licensed. c. Select an Authentication method and click Next. 11. In the Database Server dialog, do the following: a. Select the <SQLSERVERNAME>PROFXDOCUMENT instance from the drop-down Database Server or enter <SQLSERVERNAME>PROFXDOCUMENT. NOTE: The Server authentication using the Login ID and password below radio button must be selected. 4
  • 5. b. Enter a valid SQL Login ID and Password and click Next. 12. In the New Indexing Service Catalog, accept the default value or change the drive letter to a valid drive letter that exists on the Application server for the Catalog Path field and select which Exchange server you are currently using then click Next. 13. In the Ready to Install the Program dialog click Install. 14. At the completion of the install, click Finish. 15. The prompt asks you to reboot. Click Yes. 16. Do NOT install the Workstation on the Document Server. Exit the Launch Pad. Post Install Server Procedures Storage Folders Create two shared folders to be used by the system to store documents as follows:  For the Managed Storage area, create a folder named Document Storage, giving the Domain User Name entered above full control.  For the Unmanaged Storage area, create a folder named Extended Storage, giving the Document User Group or Everybody full control. Account Creation Wizard 1. From the Start | Programs menu right-click the ProSystem fx Document|Account Creation Wizard and click Run as Administrator. 2. Verify the entries on the Account and Office Details dialog. The Domain Name must be in the short name format. Example: DOCUMENT 3. Enter the Document Storage and Extended Storage UNC Path to the shared folders created above. Example: Document ServerDocument Storage Document ServerExtended Storage 4. Click Next. 5. Accept the Account ID or enter a System Administrator Login ID. NOTE: If you accept the default Account ID for the Document System Administrator, the ID must be a member of the domain. 6. Accept the default password which is the Account ID or enter and verify a System Administrator Password. 7. Enter a valid email address for the System Administrator. 8. Enter the first name and last name of the System Administrator. 9. Uncheck the Exchange Server box if an Exchange Server will not be used. Otherwise, Enter the Exchange server URL if an Exchange Server is available. Exchange Server URL example – http://<Exchange Server Name>/exchange: 10. Click Finish. 5
  • 6. 11. Launch Internet Explorer and log into http://<document server name>/document using the User Name entered in step 5 above. The New Company Wizard will open. NOTE 1: If the account creation failed, the office ID tag value in the web.config file located in C:Program FilesProsystem fx DocumentDocument folder may be incorrect. To identify the Office ID, log into http://<Document Server Name>/documentadmin and click on the Office Setup link in the Manage section. Edit the web.config file and set the Office ID value as determined above. Example of the entry for the Office ID “2”: <settings officeId="2" maxUploadSize="40960"/> NOTE 2: Edit the config file for the Document Watcher located in C:Program FilesProsystem fx DocumentDocumentWatcherDocumentWatcher CCH.Document.Service.DocumentWatcher.exe.config Example of the entry for the Office ID “2”: <add key="OfficeId" value="2" /> Configure Services NOTE: All services have a default start delay of 2 minutes. 1. Configure and Start the following services on the Document server: a. DocumentWatcher 1. Select Start | Programs | Prosystem fx Document | Document Watcher. The Document Watcher icon will appear in your system tray. 2. Right-click the icon and select Setup. 3. Enter a default Class Name, Subclass Name, Default Year, and Expiration Years which will be applied to all documents cataloged by the Document Watcher Service. 4. Click Save, click OK, and then close the window. 5. Right-click the icon and select Start. b. Routing Queue NOTE: The scan folder path must be set up in http://<Document Server Name>/documentadmin in the Scan Folders section of the Manage section. 1. Select Start | Programs | Prosystem fx Document | Routing Queue. 2. In the task bar, right-click the Routing Queue icon and select Setup. 3. Enter the Account ID, click Get Offices and then choose the companies that you want the routing service to monitor. Click Finish. 4. Right-click the Routing Queue icon and select Manage Routing Queue. 5. Select Start |Continue. 6
  • 7. c. TaxDocuWatch NOTE: The tax folder path must be set up in http://<Document Server Name>/documentadmin in the Tax Folders section of the Manage section. 1. Select Start | Programs | Prosystem fx Document | TaxDocuWatch Service. 2. In the Task Bar, right-click the TaxDocuWatch icon and select Setup. 3. Enter the Account ID, click Get Offices and choose the companies that you want the TaxDocuWatch to monitor. Click Finish. 4. Right-click the TaxDocuWatch icon and select Manage TaxDocuWatch. 5. Select Start | Continue. 2. For additional configuration information, refer to the ProSystem fx Document User Guide. NOTE: If the services fail to start, the service Logon password must be changed. From Administrative Tools/Services right-click the service, select properties and in the properties dialog select the Logon tab and reset the password. Perform for each service. 7