BEFORE YOU INSTALL

If this is the first installation of docMgt on this machine then you should first run the "sqlncli.msi" program included in the ZIP file. This will install a base requirement for the installer to be able to work with SQL Server using TLS 1.2. Run that first and then proceed below.






Run the docMgtServer.exe program to install the server software. Follow the prompts to install the components you want.



Screen 1: Click Next




Screen 2: Accept the license agreement terms





Screen 3: Select the folder for the server support files (keep default if possible)




Screen 4: Select the features you want to install



Databases = This is required. You must specify the database you are using regardless of what product you install.


docMgt Web Site = This installs the Web Site files required to run the server. This is optional and is not needed when installing only an OCR station or Processing Service station.


docMgt Processing Service = This installs the programs necessary to process retention, workflow follow-ups and other automated processes. This will install an application that needs to be scheduled via Windows Task Scheduler due to its multi-database structure. Two default scheduled tasks are set up to run - see details below. It is best to review and adjust these schedules to fit your needs.


docMgt OCR Service = This installs the docMgt OCR service to provide OCR support for full-text searching and Indexing Automation.



Screen 5: Select the Data Type you want to install




Microsoft SQL Server = Use Microsoft SQL as the database engine for your server. This is the typical installation option. SQL is NOT included with this installer. You must have SQL Server installed and ready for a database.


Microsoft SQL Server- Multi-Tenant = If you installing a system that will support more than one copy of docMgt it is possible you can choose multi-tenant. However, contact support to be sure it is a good fit for your needs.

** If you select the Multi-Tenant installation you may need to make a few manual configuration changes to IIS when you are done. See the special instructions at the end of this section for more details.




Screen 6: Specify the properties for IIS (if you chose Web Site feature in Screen 4)



IIS Site IP Address (* for all) = When configuring a web site in IIS you need to specify the IP address this site services. You can leave it blank or * for all or can specify the IP address here.


IIS Site Port Number = When configuring a web site in IIS you need to specify the Port for this site to monitor. Port 80 is the default but you can select another if you need.


Host Header = Host Headers allow you to use the same IP and Port for multiple sites by specifying the "name" to associate with the site. You can leave it blank of specify the host header here.


For more information on IP, Port and Host Header capabilities please refer to this external resource:

https://www.digicert.com/ssl-support/ssl-host-headers-iis-8.htm


IMPORTANT! If you specify the same IP, Port and Host Header information as another web site on the server, that site will be used instead of adding a new site. In this way you have control over whether the installer uses the existing site or makes a new one.


IMPORTANT! If you are installing on a machine that is not service class (Windows 7, Windows 8, Windows 10, etc) then it is recommended that you leave the defaults in the installer. Client computers cannot run more than one site so using anything non-standard will either make docMgt not work properly or will disable previously-installed sites.



Screen 7a: Select SQLite database location (only if SQLite is selected in screen 5)





Screen 7b: Enter Microsoft SQL connection information (only if either MS SQL or Multi-Tenant are selected in screen 5)




Screen 8: Click 'Install' to perform the installation





** If this is a Multi-Tenant system and you installed using the default web site for your client site you will need/want to perform the following extra steps after the installation is complete:

  1. Change the default web site to use the docMgt App Pool
  2. Change the path for the default web site to C:\inetpub\wwwroot\docmgt (adjust path as needed on your system)
  3. Delete the docMgt application out of the default web site folder



Other considerations

  • The OCR Service runs as a scheduled task and is installed with the defaults listed below. Review these defaults and make changes as needed by using the Windows Task Scheduler.
    • Runs every 5 minutes
      • Check the timing to be sure this is adequate. If there is no OCR to do then the process ends quickly so you can set it to 1 minute if you like.
    • Runs as the currently logged in user
      • In order to run after installation the system is set to run as the user who is logged in.
      • In order to run while not logged in you must enter credentials into the scheduled task so the task can run as a user in the background.
    • Runs only when a user is logged in
      • See points above



  • The Retention Service runs as two scheduled tasks that are is installed with the defaults listed below. Review these defaults and make changes as needed by using the Windows Task Scheduler.
    • docMgt Retention Manager
      • Runs every 5 minutes
        • Check the timing to be sure this is adequate. Retention is typically not something that needs to run all the time so you might adjust it to hourly if you choose.
      • Defaults to run only the processes deemed necessary for intra-day use each time it runs.
      • Command Line: "docMgt.RetentionMonitor.exe F N"
      • Runs as the currently logged in user
        • In order to run after installation the system is set to run as the user who is logged in.
        • In order to run while not logged in you must enter credentials into the scheduled task so the task can run as a user in the background.
      • Runs only when a user is logged in
        • See points above
    • docMgt Retention Manager Daily
      • Runs once a day at 4:00 AM
        • Check the timing to be sure this is adequate. Retention is typically not something that needs to run all the time so you might adjust it to hourly if you choose.
      • Defaults to run only the processes that do not need to run throughout the day
      • Command Line: "docMgt.RetentionMonitor.exe C R W D"
      • Runs as the currently logged in user
        • In order to run after installation the system is set to run as the user who is logged in.
        • In order to run while not logged in you must enter credentials into the scheduled task so the task can run as a user in the background.
      • Runs only when a user is logged in
        • See points above


The following are the command line options and explanations for the Retention Service:

      • The following command line switches control which services to turn on
        • C - Clean up old data.
        • F - Process follow-up items in workflow
        • N - Send non-workflow notifications
        • R - Process Record Type retentions
        • W - Process Workflow summaries
        • D - Process automated Data Views
      • For example, it is common to have 2 scheduled tasks as follows:
        • "docMgt.RetentionMonitor.exe F N" - Run every 5 minutes to process normal real-time routines
        • "docMgt.RetentionMonitor.exe C R W D" - Run once a day to process routines that are relatively seldom needed



Make sure to refer to the Licensing section if this is a production installation.