2022:Install and Setup - Revision history

Dgreenwood at 16:09, 5 August 2025

2025-08-05T16:09:50Z

← Older revision		Revision as of 11:09, 5 August 2025
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			__NOINDEX__
	{{AutoVersion}}		{{AutoVersion}}
	<blockquote style="font-size: 16pt">Welcome to Grooper!</blockquote>		<blockquote style="font-size: 16pt">Welcome to Grooper!</blockquote>

Dgreenwood: Dgreenwood moved page Install and Setup - 2022 to 2022:Install and Setup without leaving a redirect

2023-12-29T23:13:23Z

Dgreenwood moved page Install and Setup - 2022 to 2022:Install and Setup without leaving a redirect

← Older revision	Revision as of 18:13, 29 December 2023
(No difference)

Dgreenwood at 23:13, 29 December 2023

2023-12-29T23:13:11Z

← Older revision		Revision as of 18:13, 29 December 2023
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			{{AutoVersion}}
	<blockquote style="font-size: 16pt">Welcome to Grooper!</blockquote>		<blockquote style="font-size: 16pt">Welcome to Grooper!</blockquote>

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	</tab>		</tab>
	</tabs>		</tabs>

	~~[[Category:Articles]]~~
	~~[[Category:Version 2022]]~~

Rpatton at 22:04, 7 March 2023

2023-03-07T22:04:41Z

← Older revision		Revision as of 17:04, 7 March 2023
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	Once downloaded, unzip the installer file, open the "Setup" executable file and follow the onscreen instructions to install the current Grooper version. If you need more help, you can find the full Grooper installation instructions by following the link below:		Once downloaded, unzip the installer file, open the "Setup" executable file and follow the onscreen instructions to install the current Grooper version. If you need more help, you can find the full Grooper installation instructions by following the link below:

	* [[Install and Setup - ~~2021~~#Installing the Grooper Product Suite]]		* [[Install and Setup - 2022#Installing the Grooper Product Suite]]
	\|		\|
	[[File:Install-instructions-2021-1.png]]		[[File:Install-instructions-2021-1.png]]

Dgreenwood: /* Installing a Grooper Licensing Service */

2023-02-13T17:06:52Z

Installing a Grooper Licensing Service

← Older revision		Revision as of 12:06, 13 February 2023
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	Services are installed and configured in the Grooper Config application.		Services are installed and configured in the Grooper Config application.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="12" cellspacing="4" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|~~'''~~⚠~~'''~~\|\|You must run Grooper Config as an administrator to install, configure, start and stop services.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			You must run Grooper Config as an administrator to install, configure, start and stop services.
	\|}		\|}
	\|		\|
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	\|-		\|-
	\|valign=top\|		\|valign=top\|
	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="12" cellspacing="4" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|You may also configure default service user settings on the main Grooper Config screen. If you enter authentication credentials here, you do not need to enter them when configuring the service. This can save you time when installing and configuring multiple services.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			You may also configure default service user settings on the main Grooper Config screen. If you enter authentication credentials here, you do not need to enter them when configuring the service. This can save you time when installing and configuring multiple services.
	\|}		\|}
	\|		\|

Dgreenwood: /* License Activation */

2023-02-13T17:05:35Z

License Activation

← Older revision		Revision as of 12:05, 13 February 2023
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	Regardless, at some point you will need to activate a license on a single machine, whether that machine is a stand-alone install or hosting the '''Grooper Licensing''' service. We will start with licensing Grooper to an individual machine.		Regardless, at some point you will need to activate a license on a single machine, whether that machine is a stand-alone install or hosting the '''Grooper Licensing''' service. We will start with licensing Grooper to an individual machine.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|Grooper licensing is the same for versions 2021 and 2022. The licensing portion of this article was copied from the v2021 installation and setup guide.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			Grooper licensing is the same for versions 2021 and 2022. The licensing portion of this article was copied from the v2021 installation and setup guide.
	\|}		\|}

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	#* This is much less common. A license package is a ".lic" file you can use to activate the product. This is typically used for "locked down" environments where activating online is not an option.		#* This is much less common. A license package is a ".lic" file you can use to activate the product. This is typically used for "locked down" environments where activating online is not an option.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="12" cellspacing="4" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|~~'''~~⚠~~'''~~\|\|If you are planning on installing a '''Grooper Licensing''' service to hand out licenses to other workstations, the machine activating the license '''''must''''' be the one to install the service. If you try to install the '''Grooper Licensing''' service on a product that has '''''not''''' activated a license as described in the next steps, it will fail to distribute licensing to other machines.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			If you are planning on installing a '''Grooper Licensing''' service to hand out licenses to other workstations, the machine activating the license '''''must''''' be the one to install the service. If you try to install the '''Grooper Licensing''' service on a product that has '''''not''''' activated a license as described in the next steps, it will fail to distribute licensing to other machines.
	\|}		\|}

	</tab>		</tab>
	<tab name="Open Grooper Config" style="margin:20px">		<tab name="Open Grooper Config" style="margin:20px">
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	# The "Activate License..." button. This button will navigate us to a license activation window.		# The "Activate License..." button. This button will navigate us to a license activation window.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|License activation changed somewhat in Grooper version 2021. Prior to this version, license activation was performed in Grooper Design Studio. As of Grooper 2021, license activation is performed in Grooper Config.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			License activation changed somewhat in Grooper version 2021. Prior to this version, license activation was performed in Grooper Design Studio. As of Grooper 2021, license activation is performed in Grooper Config.
	\|}		\|}
	\|		\|

Dgreenwood: /* Connecting to a Grooper Repository */

2023-02-13T17:00:24Z

Connecting to a Grooper Repository

← Older revision		Revision as of 12:00, 13 February 2023
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	Connecting to a Grooper Repository is one of the first things you will do after installing Grooper to start designing (or implementing already architected) document processing solutions. This is done with the [[Grooper Config]] application.		Connecting to a Grooper Repository is one of the first things you will do after installing Grooper to start designing (or implementing already architected) document processing solutions. This is done with the [[Grooper Config]] application.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|~~'''~~⚠~~'''~~\|\|Grooper Config must be run as an administrator ~~to perform most of its functionality~~. It performs functions that require elevated access in Windows.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			Grooper Config must be run as an administrator. It performs functions that require elevated access in Windows.
	\|}		\|}

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	\|valign=top\|		\|valign=top\|

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|~~'''~~⚠~~'''~~\|\|Grooper '''''strongly''''' recommends '''''always''''' using a UNC path to avoid access problems when networking your Grooper Repositories. Mapped and local drive references may not be accessible to other users or machines.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			Grooper '''''strongly''''' recommends '''''always''''' using a UNC path to avoid access problems when networking your Grooper Repositories. Mapped and local drive references may not be accessible to other users or machines.
	\|}		\|}

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	=== Install SQL Express ===		=== Install SQL Express ===

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|~~'''~~⚠~~'''~~\|\|This step is only applicable to stand-alone Grooper installations on a local machine. If you are using the full version of Microsoft SQL Server and it is already installed and running, you can skip this step and continue to the next tab.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			This step is only applicable to stand-alone Grooper installations on a local machine. If you are using the full version of Microsoft SQL Server and it is already installed and running, you can skip this step and continue to the next tab.
	\|}		\|}

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	\|-		\|-
	\|valign=top\|		\|valign=top\|
	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|By default, Grooper will use your Windows login authentication to access the SQL environment. However, if you need to access the SQL environment with different rights (for example a SQL admin login), you can do so using the '''''Authentication''''' properties.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			By default, Grooper will use your Windows login authentication to access the SQL environment. However, if you need to access the SQL environment with different rights (for example a SQL admin login), you can do so using the '''''Authentication''''' properties.
	\|}		\|}
	\|valign=top\|		\|valign=top\|
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	# Press the "Execute" button to initialize the Grooper Repository.		# Press the "Execute" button to initialize the Grooper Repository.

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#f89420; color:white"		\|-
	~~\|style="font~~-~~size~~:~~22pt~~"\|⚠\|\|While you ''can'' use the ellipsis button to navigate to a local file store location, it is ill-advised. Please use a fully qualified UNC path for your Grooper files store location.		\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			While you ''can'' use the ellipsis button to navigate to a local file store location, it is ill-advised. Please use a fully qualified UNC path for your Grooper files store location.
	\|}		\|}

	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|You may also name the Grooper Repository using the '''''Repository Name''''' property. We named ours ''Grooper2022''.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			You may also name the Grooper Repository using the '''''Repository Name''''' property. We named ours ''Grooper2022''.

	But don't worry if you don't name it at this time. You may rename your Grooper Repository at any time after it is initialized. Once initialized, you can select the Grooper Repository from the Repositories list and press the "Rename..." button to rename it.		But don't worry if you don't name it at this time. You may rename your Grooper Repository at any time after it is initialized. Once initialized, you can select the Grooper Repository from the Repositories list and press the "Rename..." button to rename it.
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	\|-		\|-
	\|valign=top\|		\|valign=top\|
	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5" style="margin:12px"
	\|-style="background-color:#36b0a7; color:white"		\|-
	~~\|style="font~~-~~size~~:~~14pt~~"\|'''FYI'''\|\|By default, Grooper will use your Windows login authentication to access the SQL server and database. However, if you need to access the SQL environment with different rights (for example a SQL admin login), you can do so using the '''''Authentication''''' properties.		\|style="font-size:125%; background-color:#36b0a7; color:white; width:28px; text-align:center"\|'''FYI'''
			\|style="border: 4px solid #36b0a7"\|
			By default, Grooper will use your Windows login authentication to access the SQL server and database. However, if you need to access the SQL environment with different rights (for example a SQL admin login), you can do so using the '''''Authentication''''' properties.
	\|}		\|}
	\|		\|

Dgreenwood: /* Upgrading an Older Version of Grooper */

2023-02-13T16:52:30Z

Upgrading an Older Version of Grooper

Show changes

Dgreenwood: /* How To Perform a Simple Upgrade */

2023-02-13T16:36:53Z

How To Perform a Simple Upgrade

← Older revision		Revision as of 11:36, 13 February 2023
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	=== How To Perform a Simple Upgrade ===		=== How To Perform a Simple Upgrade ===

	~~{\|cellpadding="10" cellspacing="5"~~
	~~\|-style="background-color:#f89420; color:white"~~
	~~\|style="font-size:22pt"\|⚠\|\|~~
	\|}

	{\|cellpadding="10" cellspacing="5" style="margin:12px"		{\|cellpadding="10" cellspacing="5" style="margin:12px"

Dgreenwood: /* How To Perform a Simple Upgrade */

2023-02-13T16:36:44Z

How To Perform a Simple Upgrade

← Older revision		Revision as of 11:36, 13 February 2023
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	{\|cellpadding="10" cellspacing="5"		{\|cellpadding="10" cellspacing="5"
	\|-style="background-color:#f89420; color:white"		\|-style="background-color:#f89420; color:white"
	\|style="font-size:22pt"\|⚠\|\|You should always perform a complete backup of your Grooper Repository's file store and database before upgrading to any newer Grooper version.		\|style="font-size:22pt"\|⚠\|\|
			\|}

			{\|cellpadding="10" cellspacing="5" style="margin:12px"
			\|-
			\|style="font-size:250%; background-color:#f89420; color:white; width:28px; text-align:center"\|⚠
			\|style="border: 4px solid #f89420"\|
			You should always perform a complete backup of your Grooper Repository's file store and database before upgrading to any newer Grooper version.

	If, for whatever reason, something goes wrong during the upgrade process and your file store and/or database is corrupted, you could loose critical components, such as your '''Batch Processes''', '''Content Models''', or document files for any '''Test''' or '''Production Batches'''.		If, for whatever reason, something goes wrong during the upgrade process and your file store and/or database is corrupted, you could loose critical components, such as your '''Batch Processes''', '''Content Models''', or document files for any '''Test''' or '''Production Batches'''.