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Access Expert Premise Install Documentation

Picard Product_Support
‎2018-09-11 11:50 AM

Last Updated: Admiral Alan_Wood Admiral ‎2023-06-28 05:45 AM

Issue

How to Prepare a Server for Access Expert Premise Software

Product Line

Access Expert V2 On-Premise ONLY

Environment

Windows Server 2012 and above

Cause

There is no documentation on how to prepare a server for a Premise Install.

Resolution

In order to do this there are several pieces that needs to be followed on how to configure it correctly. First step is to install the server software, in this case Windows Server 2012:

  1. Configure the local serverConfigure local server.jpg
  2. Add Roles and Features, Click NextAdd Roles.jpg
  3. Server Selection, select a server (should be the local machine)Server Selection.jpg
  4. Click Next a few times, to complete this part
  5. Scroll down to the bottom and select WebServer IIS and add all features
    Web Server IIS.jpg
    WebServer IIS Selection.jpg
  6. Click Next to complete this part
  7. Click on .net Framework 4.5 FeaturesInstall.jpg
  8. Check the box for ASP.net 4.5More Features.jpg
  9. Expand WCF Services
  10. Click on HTTP Activation, Add FeaturesHTTP Activation.jpg
  11. Scroll down to Message QueuingMessage Queing.jpg
  12. Expand and scroll down to SMTP Server - Add Feature, Click next a couple of times to installMessage Queing.jpg
  13. Once completed, Close and ExitFinish.jpg

Installing SQL Server

  1. Open media where software is located and launch the installer
  2. Select the option to Install a new instance and click Next
  3. Select Install DB Engine and Mgmt Tools, click NextDB Engine and MGMT Tools.jpg
  4. Select Default instance, click NextDefault Instance.jpg
  5. Use same service accounts, click on Server Configuration TabAccount Setup.jpg
  6. Add - License Administration as a GroupAdd Adminstrator.jpg
  7. Select the Data Directories Tab, change where the data files are stored by defaultChange Directories Path.jpg
  8. Create new Folders for SQL Data, SQL LogsSQL Data Path.jpg
    New SQl Folders.jpg
  9. Change Directory Paths as well for TempChange Directories Path.jpg
  10. Create new folder for BackupCreate Backup Folder.jpg
  11. Click on next and Install
  12. Once finished, close out to complete the install.
  13. Enable sysadmin in SQL for NTAuthorityNT Athourity.pngNT Sysadmin.png

Installing Keep

Here is a link of a video that goes through this process as well.

Premise Installation of Keep for Access Expert

  1. Download Keep By Feenics software from the Software Downloads Tab on the Feenics training site http://www.feenics.com/training/courses/technical-certification/
  2. Browse to the location and launch Keep Installer, click on NextKeep Installer.jpg
  3. When complete, Test Db Connection, once it passes, click on NextDB Connection.jpg
  4. Make sure all elements are selected, click on Next to installAll elements.jpg
  5. Launch the Keep Instance Management, click on Connect
  6. Connect to the local HostConnect to Keep Instance.jpg
  7. Give the site a name that will used for the instance (if this name is changed, it would require a new instance license key to be generated)Instance Configuration.jpg
  8. Give a url to the name
  9. db name with username and password (admin/admin)
  10. Change the path for file location and DB Log location from earlier steps
  11. Save configuration and CloseInstance Finished.jpg
  12. On the Web Browser, Go to Tools - IIS ManagerIIS Manager.jpg
  13. Add a new Binding, check the Box for "Do not show messages"Bindings1.jpg
  14. Delete the default website
  15. Click on created website and select Bindings
  16. Click on Add - use same name in original browserAdd Binding.jpg
  17. Start IE Browser (url) created earlier
  18. Load license from Activation Code and ActivateActivate License 1.jpg
  19. Log in to the system.

Host File

If the browser does not start and fails to open the page, then modify the Host File to contain the IP address of the server as well as the URL of the instance

  1. Go to C:\Windows\System32\drivers\etc hosts
  2. Modify the file by entering the IP address of the server as well as the URL
  3. Save and close.
  4. Open up the page again and it should allow the application to be started.

For V3 On-Premise Installation Instructions, see the following link:

https://ecoxpert.se.com/search?documentUUID=846b8347-4412-42ad-a983-53ef97bb5cc4&title=AccessXpert%2...

 

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