Installing Docsvault > Installing Docsvault Server & Desktop Client

Installing Docsvault

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Installing Docsvault

 

information Choosing the Server Computer

Docsvault does not need any special server grade computer if you are a small group of 5 - 10 users. You can designate any dedicated PC with a good processor, ample Memory (2 GB+) and enough available hard drive space for storing files imported in Docsvault. It is recommended that the Docsvault server be installed on a dedicated machine where no user works normally. This will avoid interference from other user interactive applications and prevent any possible performance deterioration.

 

 
 

note Optional Components Installed Automatically By Docsvault by user's choice
 

MS SQL Server 2008 R2 Express: If you do not have any existing sql server database in your network, you can instruct the 'Docsvault Configuration Wizard' to automatically download and install a free MS SQL Server 2008 R2 Express Advanced Services edition.

 

 
 

 

Installing Docsvault Server

 

This procedure outlines all of the steps necessary for you to perform a brand new installation of Docsvault.

 
 

Part I - Installation of Program Files

 

Log in to Windows using an account with administrative rights (or rights to install software)
 

Run the installation file Docsvault_<edition>_Server.msi and follow the on screen instructions

 

On the License Agreement page, read the license agreement and if you accept the license terms click on I Accept, and then click the Next button.

 

Select Installation Folder: Installation folder contains the program files for Docsvault Server application. By default the installer will choose 'C:\Program files\Docsvault <edition>\ Server\'. You can change the location of program folder by clicking on the Browse button. It is recommended that you keep the default path as this folder will contain only the program files, NOT the actual data imported into Docsvault.

 

Click on Next button to go to the 'Confirm Installation' window.

 

On completion click the Close button. You can now launch the Docsvault Server Manager from the desktop icon to start the server configuration wizard.
 

 

Part II - Configuration of Docsvault Server

 
When you start the 'Docsvault Server Manager' for the first time after installation, the 'Server Configuration Wizard' will start automatically. This wizard includes the following steps:

 

Step 1: Installing/Selecting a Database

 

First you will be asked to specify a SQL Server 2008 R2 Express Database. You can either specify your own Microsoft SQL 2008/2008 R2 to host the database or allow Docsvault to install a new Microsoft SQL 2008 R2 Express instance on your machine.

 
 

Letting Docsvault install a New MS SQL Server Express Instance

 

Select this option to allow Docsvault to install a MS SQL Server 2008 R2 Express instance

Specifying Docsvault Administrator User Password
Enter a password for Docsvault administrator user 'admin'. Note: that the same password will also be used for a SQL user named 'DVSBSA' inside the sql database.  This user DVSBSA is used to connect clients to the Docsvault database hosted by the SQL server. This is done for the sake of simplicity during initial configuration. You may change the Docsvault 'admin' user password to anything later on from the Server Manager dialog.  

 

warning Strong Password Requirements
Most domain based networks and Server OS require a strong password. If you provide a weak password that does not match the password policy of your domain or server OS, SQL installation will fail. It is a good idea to use a strong password even if you are not restricted by such password policies since this password will be used to connect Docsvault clients in the network to the SQL server.

 

 

Selecting Database & Documents Location
The installer will create a 'DVSB Data' folder at the location specified for Data Storage. Select a drive that has plenty of free space available as this folder will grow in size as more and more documents are imported in the future.
Note: Due to SQL server database limitations, networked shared folders and NAS devices cannot be used to store Docsvault data. We recommend that you use an internal hard drive to store your data as they are more reliable than the external hard drives.

 

Click on Next button to continue.

newDatabase

                                     Installing New MSSQL Database

 

information Manually downloading proper SQL Server Express installation file for offline installations
Docsvault Configuration Wizard will download SQL server express install file during the configuration. If you do not have an active Internet connection on the Server where the server is being configured, you can download the following file and place it in the Docsvault Server Program folder before you start the server configuration.

 

Please download the SQL server installation file and place it in the Docsvault Program folder (C:\Program Files (x86)\Docsvault <edition>\Server\SQL) after installing Docsvault but before the configuration process starts.

 

SQL Server 2008 R2 Express with Advanced Services:

 

For 32 bit OS:

http://www.docsvault.com/downloads/supplements/shared/SQL/X86/SQL.RAR

                           

For 64 bit OS:

http://www.docsvault.com/downloads/supplements/shared/SQL/X64/SQL.RAR

 

 

Specifying your own MSSQL Server 2008/2008 R2

 

existingDatabase

                                                  Using Existing MSSQL Database

 

Select the option to 'Specify your own MSSQL ...' to use your existing MSSQL Server 2008/2008 R2. See database requirements below.

Click on the 'Browse network instances...'  link to display all instances of the Database Engines installed on your network.

Note: You can also specify the server instance by typing it manually in SQLServer\Instance_Name format if the 'browse instance' does not list the desired database that you know is running and accessible.

Enter username and password for user who has permissions to create database tables and click the Verify link to see all databases accessible to the specified db user.        

From the list, select the database to create Docsvault data tables in. If you choose a database that already has Docsvault data in it, setup will automatically attach to that database.

Database Server Requirements when using your own MSSQL Server

 

 

Database Server Requirements

 

1.Docsvault needs either an empty database or a database with Docsvault data in it. Databases that have some other data in them cannot be used.
 

2.Ensure FILESTREAM is enabled:
 

- Open SQL Server Configuration Manager (Start > Programs > Microsoft SQL Server 2008 > Configuration Tools > SQL Server Configuration    Manager)

 

-  Navigate to the SQL Server Services node and from the right pane open the properties dialog for the SQL Server service from its right click menu

 

-  Click the FILESTREAM tab and select the checkbox to enable FILESTREAM for Transact-SQL access

 

 

3.Ensure Full-Text Search feature is installed and enabled:
SQL Full-Text Indexing service named ‘SQL Full-text Filter Daemon Launcher’ should be installed and running on the server hosting the SQL database for Docsvault. If you do not have the full text feature installed, you will need to install that before you can configure the Docsvault database.

 

 

Docsvault Admin

 

In the Admin Password text box, enter the password for Docsvault Administrator User 'admin'. Note: that the same password will also be used for a SQL user named 'DVSBSA' inside the sql database. This user DVSBSA is used to connect clients to the Docsvault database hosted by the SQL server. This is done for the sake of simplicity during initial configuration. You may change the Docsvault 'admin' user password to anything later on from the Server Manager dialog.

 

 

note Note:

Docsvault cannot backup user specified database. Therefore it is the responsibility of the end user to regularly backup the database using other backup tools on their SQL server.
 

 

 

Docsvault Database Backup Configuration

 

This step will allow you to set the backup schedule for Docsvault database.  The backup location can be taken on the Local drive or Network share or NAS drive. Select the appropriate option and specify the location for the backup files. For Network location, windows username and password is required to run the SQL server service.

 

By default, following schedule is set by Docsvault (ref the image below) which can be changed at any time from Repository > Backup node in Docsvault Server Manager.

 

backSchedule

 

 

Installation Summary

 

Clicking on the Next button will display the summary of Docsvault Server configuration. It is important that you make a note of the user names and passwords on this page. You may save this summary page as a PDF file by clicking on the 'Save As PDF' link in the bottom right of the page.

summary

 

 

Click on the Finish button to complete Docsvault Server configuration. The configuration and necessary installation will now start and you will see the following progress window.

 

 

information Installation Time

If you let Docsvault installer install the SQL Server express on this machine, it may take up to 30+ minutes to complete the download, installation and configuration process depending on your download and CPU speed. Please be patient during this process and refrain from using other programs during this install.

 

 

successinstall

         Docsvault Server Configured successfully

If you have need any more information while installing or configuring MS SQL Server, click here .

 

 

Installing Desktop Client

 

Once the Docsvault server is installed and configured, it is now time to install the clients on the network.

 

information Number of Client Installations
You are free to install as many clients as you wish in your network. The client installation count does not depend on the number of user licenses you have. The users can log into their Docsvault account from any computer in your network that has the Docsvault client installed.  

 

 

 

Client Installation Wizard

 

On each workstation you wish to install the client on, run the Docsvault_<edition>_Client.msi from the downloaded installation package and follow the on screen instructions

 

Select Installation Folder

 

Installation folder contains the program files for Docsvault. By default the program files will be copied to 'C:\Program files\Docsvault <edition>\Client\'. You may change this location if you wish, however we recommend that you accept the default names and structures provided during installation

 

ClientSetup

                           Program Folder Selection Screen

Click on Next button to go to the 'Confirm Installation' window.

Docsvault can integrate into Windows Explorer Open and Save dialogs to save and open files from any applications. Select 'Yes' to allow this integration if desired.

 

SaveOpenDialog

 

On completion click the Close button.