Overview

Preparing for System Installation:  Install the Xerox FreeFlow Core Software: If you are installing FreeFlow Core in a secure environment, identify a valid account to use to access FreeFlow Core optional shared folders and the SQL Server If you are unsure if your account is a valid account, before you proceed, contact Xerox Technical Customer Support. Install all Windows Updates. Ensure that the operating system where FreeFlow Core is installed is configured with a static IP address. Install Microsoft SQL Server Standard or Express: It is recommended to use a named database instance. It is recommended to install the database instance with mixed-mode authentication. It is not recommended to use SQL authentication with the system administrator account However, this option is supported If you use a custom database account, ensure that the account has system administrator privileges on the database instance. If you install SQL Server manually on the local server, ensure that you are logged in as the same user that operates the FreeFlow Core server. Installing the database instance on a compressed volume is not supported Note : Before you install FreeFlow Core, ensure that Microsoft SQL Server Standard or Express is installed and configured on the local FreeFlow Core server or on a remote server. If a local copy of the Microsoft SQL Server is not present on the FreeFlow Core server, the FreeFlow Core Installer presents you with the opportunity to install a local copy of Microsoft SQL Server Express You can install Microsoft SQL Server Standard or Express manually on the local FreeFlow Core server or on a remote server To install Microsoft SQL Server on a remote server, refer to the Microsoft SQL installation guide. It is recommended to use a named database instance. It is recommended to install the database instance with mixed-mode authentication. It is not recommended to use SQL authentication with the system administrator account However, this option is supported If you use a custom database account, ensure that the account has system administrator privileges on the database instance. If you install SQL Server manually on the local server, ensure that you are logged in as the same user that operates the FreeFlow Core server. Installing the database instance on a compressed volume is not supported Note : Before you install FreeFlow Core, ensure that Microsoft SQL Server Standard or Express is installed and configured on the local FreeFlow Core server or on a remote server. If a local copy of the Microsoft SQL Server is not present on the FreeFlow Core server, the FreeFlow Core Installer presents you with the opportunity to install a local copy of Microsoft SQL Server Express You can install Microsoft SQL Server Standard or Express manually on the local FreeFlow Core server or on a remote server To install Microsoft SQL Server on a remote server, refer to the Microsoft SQL installation guide. Install Microsoft Office, if Microsoft Office conversion is required Before you install FreeFlow Core for supported versions of Microsoft Office, refer the Xerox FreeFlow Core Release Notes. Double-click XeroxFreeFlowCore-5.n.n-Setup.exe If you see an onscreen prompt to restart, restart the server, then run the installer again Note : Wait several minutes for the operating system to fully initialize, then double-click the installer to continue the installation process If you receive a message that indicates that an error occurred during the attempt to configure server roles and features, wait approximately 5–10 minutes before you restart the installer If the problem persists, contact Xerox Technical Customer Support for assistance To display the installer user interface, select your language, then click OK If the prerequisites are not configured, and a System Check log appears, perform the following steps: Cancel the FreeFlow Core installation. In the System Check log, search for the words Error, then resolve any problems, before you continue the installation If you require assistance, contact Xerox Technical Customer Support. Note : When you install FreeFlow Core with a remote database instance, sometimes the system check displays the error message SQL Server not found You can ignore the error message Continue the installation of FreeFlow Core. Cancel the FreeFlow Core installation. In the System Check log, search for the words Error, then resolve any problems, before you continue the installation If you require assistance, contact Xerox Technical Customer Support. Note : When you install FreeFlow Core with a remote database instance, sometimes the system check displays the error message SQL Server not found You can ignore the error message Continue the installation of FreeFlow Core. If you receive an onscreen prompt to restart, restart the server. Restart the FreeFlow Core Installer. In the Welcome window, click Next , then follow the onscreen instructions The onscreen information depends on the state of your server. In the License Agreement window, read and accept the terms of the license agreement Click Next . In the Destination Folder window, change the workflow data folder to install the software on your largest hard drive partition Click Next . In the License Agreement window, read and accept the terms of the license agreement Click Next . In the Destination Folder window, change the workflow data folder to install the software on your largest hard drive partition Click Next . Add a license Choose one of the following: If you have a license file, select Add or Change license dat file Use the open file dialog, then select the license file Click Next , then continue to Step 11. If you have an Activation Key, select License over the Internet using Activation Key Click Next The Core License utility opens Continue to the next step. To install a 45-day trial license, select Install Trial Software Click Next , then continue to Step 11. If you have a license file, select Add or Change license dat file Use the open file dialog, then select the license file Click Next , then continue to Step 11. If you have an Activation Key, select License over the Internet using Activation Key Click Next The Core License utility opens Continue to the next step. To install a 45-day trial license, select Install Trial Software Click Next , then continue to Step 11. From the license tool, perform the following steps: Select Download license from Software Activation Portal Click Next . On the SWAP Instruction screen, click Next. On the next two screens, enter the required information, then click Next The license is added automatically to your system Note: During installation, ensure that you use the FreeFlow Core Base Activation Key If the FreeFlow Core configuration contains optional modules, you can enable the modules now To close the license tool, click Finish . Select Download license from Software Activation Portal Click Next . On the SWAP Instruction screen, click Next. On the next two screens, enter the required information, then click Next The license is added automatically to your system Note: During installation, ensure that you use the FreeFlow Core Base Activation Key If the FreeFlow Core configuration contains optional modules, you can enable the modules now To close the license tool, click Finish . Enter the Database Administration information Click Next . For a Database installed on the FreeFlow Core Server: For a domain account, enter the administrator name in this format: \ Enter the domain account password For a local account, enter the administrator name in one of the following two formats:  \ or . Enter the local account password. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. For a Remote Database installed on a separate Database Server: For a domain account, enter the administrator name in this format: \ . Enter the domain account password. Local accounts are not supported when you use a remote database. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. Enter the remote server name as one of the following: A Fully Qualified Domain Name (FQDN), a DNS name, or an IP address Note: For a remote database configured with mixed-mode authentication, the local system account is not supported For a Database installed on the FreeFlow Core Server: For a domain account, enter the administrator name in this format: \ Enter the domain account password For a local account, enter the administrator name in one of the following two formats:  \ or . Enter the local account password. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. For a domain account, enter the administrator name in this format: \ Enter the domain account password For a local account, enter the administrator name in one of the following two formats:  \ or . Enter the local account password. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. For a Remote Database installed on a separate Database Server: For a domain account, enter the administrator name in this format: \ . Enter the domain account password. Local accounts are not supported when you use a remote database. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. Enter the remote server name as one of the following: A Fully Qualified Domain Name (FQDN), a DNS name, or an IP address Note: For a remote database configured with mixed-mode authentication, the local system account is not supported For a domain account, enter the administrator name in this format: \ . Enter the domain account password. Local accounts are not supported when you use a remote database. The FreeFlow Core installer differs from the Microsoft SQL Server installer The host name and instance ID are entered in separate fields. Enter the remote server name as one of the following: A Fully Qualified Domain Name (FQDN), a DNS name, or an IP address Note: For a remote database configured with mixed-mode authentication, the local system account is not supported If are using Microsoft Office file conversion, or remote file shares for Hot Folder or output, do one of the following: Enter the name of the Windows account that runs the FreeFlow Core services, or Select the check box for the local system account If you use a Domain Account: Enter the domain account in this format:  \ . Enter the domain account password. If you use a Local Account: Enter the user name in one of the two formats: \   or . Enter the local account password Note: The installer configures the services and MSMQ automatically, using the Windows account credentials To change the settings after installation, from the Windows Start menu, use the Core Configure utility. Enter the name of the Windows account that runs the FreeFlow Core services, or Select the check box for the local system account If you use a Domain Account: Enter the domain account in this format:  \ . Enter the domain account password. If you use a Local Account: Enter the user name in one of the two formats: \   or . Enter the local account password Note: The installer configures the services and MSMQ automatically, using the Windows account credentials To change the settings after installation, from the Windows Start menu, use the Core Configure utility. Enter the domain account in this format:  \ . Enter the domain account password. If you use a Local Account: Enter the user name in one of the two formats: \   or . Enter the local account password Note: The installer configures the services and MSMQ automatically, using the Windows account credentials To change the settings after installation, from the Windows Start menu, use the Core Configure utility. After installation completes, click Finish , then to restart the server click Yes .