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Installation of Simple Doc Organizer Enterprise Edition

Before Install (Prerequesites)

Required for Client Workstations

Before install application, please ensure that you have installed:

  1. Microsoft Windows 7,8,8.1 or 10 (32/64 bits versions)
  2. Microsoft Internet Explorer 7.0 or upper;
  3. Microsoft Framework 4.5.2.
  4. MySQL ODBC driver (included in installation zip file)

And also ensure that you have administrator privileges.

If you don't have one of the refer packages installed, please go to Microsoft download center.

Optional:

View PDF's with internal visualizer:

  • Acrobat Reader

View MS Office Docs with internal visualizer:

  • MS Office

Search by PDF Content:

Required for Server Machine

The server Machine can be based on Linux or Windows Operating System, but please take in mind the disk space, it is very important that you dispose a lot of space in storage for document store.

Windows Based:

  • MySQL/FTP Config.: Any Microsoft Windows Server Edition with FTP and MySQL server installed.

Unix Based:

  • MySQL/FTP Config.: Any Unix based SO with FTP and MySQL server installed.

Please note, you need read/write permissions on FTP account and permissions to create Databases on MySQL account

If you don't have a server environment with MySQL and FTP, you can try download and use a simple solution tool from web, XAMPP. After install or unzip, just run control panel, start the FTP and MySQL services and configure accounts.

Try this quick guide as example.

Please don't forget to open access in MySQL server to other hosts, you can found more info here.

Install Application

Please note, you don't need to install application on server machine, just in client workstations. The server is configured using a wizard on client side

  1. Extract or unzip the zip file (e.g.: SDO-EE-41.zip) and install MySQL ODBC Driver then run setup.exe file.

    sdo-ee-setup-zip.jpg
  2. Before install Simple Doc Organizer, installer will check the dependencies, click Install, if applicable, to continue…
  3. After all package dependencies have been resolved, the main installer form of Simple Doc Organizer will be displayed to you, click in Install to proceed with installation…

    sdo-le-is8.jpg

Setup Application: Configure DMS Server

To Configure the Simple Doc Organizer for the first time, you will need to setup the Document Management System (DMS) Server, please follow the Wizard that is displayed on first running. The DMS server is configured in the client side, you don't need to install the application in the Server side.

If you have already configured the DMS server, just answer “No” on third step or click cancel to jump that part…

  1. On first screen, will be displayed the Simple Doc Organizer End-User License Agreement, click Accept to continue…
  2. In next screen, select the language for the application and click in Next to continue.

    install_sdo_ee12.jpg
  3. In next screen, choose the “Yes” option that will guide you on configuration or setup of DMS server. Click in Next to continue.

    install_sdo_ee13.jpg
  4. Then, config the DMS code and the password for documents encryption. Click in Next to continue.

    install_sdo_ee14.jpg
  5. At last, config the DMS DB and FTP settings to access to MySQL and FTP services in server. Click in Finish button to setup DMS in the server.

    install_sdo_ee15.jpg

When you click in Finish button, SDO will ask you to save the server settings file (e.g.: sdo.ini), please save it for further use and configure workstations easier.

Please always save passwords, users and server settings for MySQL and FTP in a safe place

Startup Application: Configure Client Workstation

To Configure the Simple Doc Organizer for the first time, you will need to configure the Client Workstation, please follow the Wizard that is displayed on first running.

  1. If you are start for first time you need to follow next steps, if not, just jump to step 2.
    1. On first screen, will be displayed the Simple Doc Organizer End-User License Agreement, click Accept to continue…
    2. In next screen, select the language for the application and click in Next to continue.

      install_sdo_ee12.jpg
    3. Then, select the “No” option to jump DMS server configuration (already done before). Click in Next to continue.

      install_sdo_ee13_no.jpg
  2. Select the language for the application and click in Next to continue.

    install_sdo_ee16.jpg
  3. Then, select the path to store configuration files and click in Next to continue.

    install_sdo_ee17.jpg
  4. In next screen, you need to mention the DMS Code and select the type of your DMS. For current release only MySQL/FTP is available.

    install_sdo_ee18.jpg
  5. For MySQL/FTP type, please enter the FTP settings of DMS and click Finish to save settings and start application.

    install_sdo_ee19.jpg

In screen of step 3, you can load the server settings file (load config) with all definitions needed to configure the client to establish access to server.

Login Application (First Time)

Default Super Administrator
The default access super administrator user is
admin with empty password.
By security reasons, please change the password on first login.

When you login in application by first time, you will need to create your first archive.

Follow the bellow section 'Create New Archive'…

Create a New Archive

Please follow this section in Admin. Guide.

Troubleshooting

If you are facing installation problems, please follow seek help on Knowledgebase.

In case you don't get answer to your problem, try send an email to: support@simpledocorganizer.com.

sdo-ee-ig.txt · Last modified: 2015/11/12 05:20 by admin
 
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