Installing DocuNECT Web v4.7

Installing and Configuring DocuNECT v4.7


This section provides an implementation checklist to help plan your implementation for installing the DocuNECT Web application v4.7:

Before You Begin

1. Select the DocuNECT implementation model by reviewing the DocuNECT Technical Architecture page.

2. Review the Component Compatibility page to ensure that the target environment meets the necessary specifications.

3. The target web server must have the Microsoft .NET Framework (v4.0 or v4.5) installed (if not already present). A link to the foundation classes can be found in the Downloads page.

4. Consult the implementation guides for the ContentConnectors you are going to implement, and for any additional implementation requirements or considerations.

5. Remove all previous versions of the DocuNECT Web product.

6. Log in as the local server administration rights to install the server product.

7. Make sure that the Microsoft Internet Information Server (IIS) is installed and configured on the server. If this steps is perform after installing the Microsoft .NET Framework v4.0 or v4.5, then re-install the framework to make sure the ASP.NET component is properly registered with IIS.

8. If the target server is Microsoft Windows 2008 server then install the IIS 6.0 Management Compatibility component by using the Server Manager. In the Internet Information Services manager, in the ISAPI and CGI Restrictions component allow the restriction for ASP.NET v4.0 or ASP.NET v4.5.

9. The target web server must have the 32 bit Crystal Reports plug-in. A link to the 32 plug-in can be found in the Downloads page.

10. Make sure that the application pool that DocuNECT Web uses allows 32 bit applications to run as shown below in the screenshot. This option can be found in application pool advanced settings. Note, for IIS 7 the application pool is typically .NET v4.0 Classic and in IIS 8 the application pool is typically .NET v4.5 Classic.

32bitenable.PNG

Installing and Using the Database Manager

In previous versions of DocuNECT the database management (creation and upgrading of the database) has been built into the DocuNECT Web installer. In v4.7 this has been taken out and placed into a standalone application called Database Manager. This application can be installed on any machine. Download the Database Manager from the Downloads page and run the installer and review/accept the installation prompts. DocuNECT v4.7 requires the Microsoft SQL Server full-text option to be enabled as otherwise the creation and/or upgrade scripts will fail.

Once installed the Database Manager can be found in the DocuNECT program group. When you run the application it will prompt you for the login information as shown below:

DMLogin.JPG

Note, the application manages database creation and object creation tasks and therefore needs a user with the appropriate level of permissions. The user is only user to manage these operations and is not stored or used by any of DocuNECT module for database connection.

Review this article to setup the appropriate database users and permissions. Managing Database Connections and Permissions

A list of all databases are displayed. DocuNECT databases can be identified by an entry in the version no. column.

DMList.JPG

Note. It is strongly recommended to backup your database before upgrading or renaming it.

Upgrading a Database

To upgrade a database, click on the database in the list and select the Upgrade option in the Tools menu. A popup will confirm the database information, including the version the database is on, and the version that the database will be upgraded to.

On pressing the Upgrade button, the upgrade process will being and a progress bar will be displayed as shown below:

DMProgress.JPG

If the script runs into errors a popup will be displayed stating what the error is. Click on the Copy to Clipboard button and paste the error into an email to:

Warning. The time to complete a database upgrade depends on the volume of data within the database.

Creating a Database

Select the Create option from the Tools menu and then enter the following information:

  • Database Name: The name of the database is it will appear in Microsoft SQL Server. This can be any name, however, we recommend placing a 'DCN_' prefix to help distinguish between other databases.
  • Owner: The owner of the database. The owner has to have the rights to create a database and database objects.
  • Collation - DocuNECT can support a number of SQL Server collations, however, we recommend using the <Server Default> option.

On pressing the Create button, the database will be created.

Renaming a Database

To rename a database, click on the database in the list and select the Rename option in the Tools menu, enter a new name for the database and then press the Rename button.

Note. Renaming a database will require all registered station certificates to be re-issues.

Run the Install for the DocuNECT Web Application

The following points provides a step-by-step guide to installing the Web product:

1. Locate the webhosting.exe file which can be downloaded from the Downloads page. Once located, double-click on the file to initiate the install wizard.

2. Once the install wizard is initiated a welcome screen will be displayed. You will be prompted to enter the Instance Name, which is used used in the URL.

WebInstance.PNG

3. On entering the Instance Name, you will be prompted to enter the IIS web site for the installation and the application pool. It is recommended to create an application pool that is specific to DocuNECT. Note, for Windows 2008 Server make sure the application pool uses ASP.NET v4.0 Classic .NET AppPool, or the .NET v4.5 Classic if you are using Windows 2012 Server.

WebAppPool.PNG

4. On pressing the Next button, you will be prompted to confirm the location of the IIS location.

5. On pressing the Next button, you will be prompted to enter the connection information for the database. Note, review Managing Database Connections and Permissions to make sure the user has the correct permissions. This user will be encrypted in the web.config file.

WebDBConnect.PNG

5. On pressing the Next button, you will be prompted to select whether the web site will be using an SSL connection.

WebSSL.PNG

6. On pressing the Next button the web site will be installed.

7. The installation wizard will prompt you once the installation has been completed.

Confirm Security Settings

To confirm the security settings for Windows Authentication:

1. Open the Internet Information Server (IIS) Administration console, and select the Server node (root) in the tree.
2. Go to the features list, and open Feature Delegation under Management category.
3. Check the delegation for “Authentication – Windows”.
4. Change it to Read/Write.
5. Retry the DocuNECT Web using windows authentication.