Installing DocuNECT Web v5.0

Installing and Configuring DocuNECT v5.0

This section provides an implementation checklist to help plan your DocuNECT Web application v5.0 installation:

Note, the screenshots may show a previous version but the install process is the same for any build of DocuNECT v5.

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 v4.5/v4.6 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 step is performed after installing the Microsoft .NET Framework v4.5/v4.6, 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 or above 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 v4.5/v4.6.

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.


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 in the URL.


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 the .NET v4.5 Classic.


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.


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


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

8. 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.

Changing the DocuNECT Web Database Credentials

This is automatically managed on install, but if this needs to be changed at some point then you can use the WebConfigEditor, which can be found in the :\inetpub\wwwroot\DocuNECTWeb\<Instance Name>\bin\WebConfigEditor.exe folder.


Configuring Windows Authentication

If you intend to use Windows authentication with DocuNECT, make sure that the Windows Authentication is enabled in IIS. This can be done via the Roles function in the Windows Server Manager.

DocuNECT supports mixed mode authentication (DocuNECT and Windows). The default login page supports both, and users will be prompted to either login with their username and password if your user uses DocuNECT Authentication, or select Login with your Windows Account… if your user uses Windows authentication as shown below:


If all your users use Windows authentication you can direct the users to the following URL:


This will pass through the user credentials and automatically log the user into the application.