2023:Install and Setup - Revision history

Dgreenwood at 20:02, 29 August 2024

2024-08-29T20:02:02Z

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	In this article, we will show you how to perform "cloud hosted" licensing.		In this article, we will show you how to perform "cloud hosted" licensing.
	* Remember, cloud hosted licensing is the easiest, but elast secure method of licensing.		* Remember, cloud hosted licensing is the easiest, but elast secure method of licensing.
	* For more information on other licensing setups, visit the [[License Activation]] article.		* For more information on other licensing setups, visit the [[2023:License Activation]] article.

	=== How to Activate Your License Using the "Cloud Hosted" Method ===		=== How to Activate Your License Using the "Cloud Hosted" Method ===

Dgreenwood: /* Establish the File Store Location */

2024-06-14T21:11:23Z

Establish the File Store Location

← Older revision		Revision as of 16:11, 14 June 2024
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	==== Establish the File Store Location ====		==== Establish the File Store Location ====

	~~{\|cellpadding=10 cellspacing=5~~
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	Remember, a Grooper Repository is two things:		Remember, a Grooper Repository is two things:

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	# '''A file store connection'''		# '''A file store connection'''

	The file store simply needs to be a Windows folder ~~you~~ have readable and writable access to.		The file store simply needs to be a Windows folder the appropriate Grooper users have readable and writable access to.
			* For web client installs, ''only'' the Grooper App Pool user account needs access to the file store.
			* For thick client installs, ''all'' users doing work in Grooper will need file store access. This includes Grooper designers and admins doing work in Grooper Config and Grooper Design Studio as well as end-level users doing document review via Grooper Dashboard and Grooper Attended Client.

	~~In this case, it is a folder named "okcstrpa01" in a parent folder named "BIS" on the "C: drive" folder of this server.~~
	* What you name your file store and where you put it is totally up to you.
	\|
	~~[[File:2023-Install and Setup-Filestore 01.png]]~~
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	~~{\|class="attn-box"~~		'''''Do not''''' use drive letters (e.g. "C:") when copying out our file store's path. Drive letters can cause problems. Mapped and local drive references may not be accessible to other users or machines. '''''Instead, always use a fully qualified UNC path when copying the folder's path.'''''
	\|
	~~⚠~~
	\|
	~~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.
	\|}

	~~The file store can be any folder you have writeable access to~~. ~~However~~, ~~using~~ a ~~fully qualified UNC~~ path ~~is '''''always''''' regarded as best practice~~. UNC paths ~~can~~ be ~~established using the~~ "~~Sharing~~" ~~properties of a~~ folder.		UNC (Universal Naming Convention) is a naming standard used in Microsoft Windows for accessing shared network folders.
			These names consist of a host machine name, a share name, and an optional file path. UNC paths must be "fully qualified", meaning the entire path location must be typed out, starting with the top most directory in the hierarchy (such as the server's name). This disambiguates file and folder locations on one networked machine from another.

	~~# Right-click the folder~~		The UNC naming convention for Windows paths is as follows: <code>\\hostname\file_path\file_path</code>
	~~# Select the "Properties" option.~~

			{\|class="fyi-box"
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	~~[[File:2023-Install and Setup-Filestore 02~~.~~png]]~~		'''FYI'''
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	~~\|valign=top\|~~		UNC paths can be established using the "Sharing" properties of a folder.
	#~~<li value=3>~~ In the following window, click the "Sharing" tab.		# Right-click the folder
			# Select "Properties".
			# In the following window, click the "Sharing" tab.
	# If the folder is already shared, you will see the UNC path under "Network Path"		# If the folder is already shared, you will see the UNC path under "Network Path"
	~~#* The UNC naming convention for Windows paths is as follows: <code>\\host-name\file_path</code>~~		# If you have not shared the folder, you can do so by pressing the "Share..." button.
	# If you have not shared the folder, you can do so by ~~clicking~~ the "Share..." button.
	#* From there you can list users or user groups who should have networked access to the folder.		#* From there you can list users or user groups who should have networked access to the folder.
	\|
	~~[[File:2023-Install and Setup-Filestore 03.png]]~~
	\|}		\|}

Dgreenwood: /* Additional info: The web client and secure website connections */

2024-06-06T22:34:26Z

Additional info: The web client and secure website connections

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	There are two ways to ensure you're connecting to a Grooper website using a secure connection:		There are two ways to ensure you're connecting to a Grooper website using a secure connection:
	# Enable HTTPS (also known as SSL or Secure Socket Layers) by binding an SSL certificate to the Default website.		# Enable HTTPS (also known as SSL or Secure Socket Layers) by binding an SSL certificate to the Default website.
	#* This is the highly preferred, ~~standard and~~ best practice method~~, even~~ if using a "self-signed certificate" to enable HTTPS.		#* This is the highly preferred, best practice method.
			#* Even if using a "self-signed certificate" to enable HTTPS, this method is preferred.
	#* This will allow users to connect to Grooper websites using the secure HTTPS protocol.		#* This will allow users to connect to Grooper websites using the secure HTTPS protocol.
	# Instruct your web browser to treat the Grooper website as secure.		# Instruct your web browser to treat the Grooper website as secure.

Dgreenwood: /* Prerequisite Install: MS SQL Server */

2024-06-06T22:31:01Z

Prerequisite Install: MS SQL Server

← Older revision		Revision as of 17:31, 6 June 2024
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	* Windows Server 2016 or later is required.		* Windows Server 2016 or later is required.
	* SQL Server 2014 or later is required.		* SQL Server 2014 or later is required.
	* The ~~'''~~Grooper ~~Database '''~~ should allow for a size of 20GB or more.		* The Grooper database should allow for a size of 20GB or more.
	* The scaling of the ~~'''~~Grooper ~~Database'''~~ should be set to percentage, ideally, not the default of a few MB. This will reduce frequent scaling that hinders performance.		* The scaling of the Grooper database should be set to percentage, ideally, not the default of a few MB. This will reduce frequent scaling that hinders performance.
	* The SQL Port is 1433.		* The SQL Port is 1433.
	* ''Grooper can technically run on Microsoft SQL Server Express as well. However, we would only recommend this for small testing environments not production environments.''		* ''Grooper can technically run on Microsoft SQL Server Express as well. However, we would only recommend this for small testing environments not production environments.''

Dgreenwood: /* How to create and bind a self-signed certificate */

2024-06-06T22:28:39Z

How to create and bind a self-signed certificate

← Older revision		Revision as of 17:28, 6 June 2024
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	#* Be aware ''each user'' will have to configure their ''own'' browser to connect to Grooper in this way. This is one of the reasons why this is less preferable to enabling SSL on your web server.		#* Be aware ''each user'' will have to configure their ''own'' browser to connect to Grooper in this way. This is one of the reasons why this is less preferable to enabling SSL on your web server.

	==== How to create and bind a self-signed certificate ====		===== How to create and bind a self-signed certificate =====
	Enabling HTTPS (also known as SSL or Secure Socket Layers) on your Grooper web server will allow you to connect to the Grooper web client's URL using the secure HTTPS protocol and not the insecure HTTP protocol.		Enabling HTTPS (also known as SSL or Secure Socket Layers) on your Grooper web server will allow you to connect to the Grooper web client's URL using the secure HTTPS protocol and not the insecure HTTP protocol.
	* Even for internal use, you should ''at least'' use a "self-signed SSL certificate" to do so.		* Even for internal use, you should ''at least'' use a "self-signed SSL certificate" to do so.

Dgreenwood: /* The Web Client and Secure Website Connections */

2024-06-06T22:28:28Z

The Web Client and Secure Website Connections

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	=== The ~~Web Client~~ and ~~Secure Website Connections~~ ===		==== Additional info: The web client and secure website connections ====
	Generally speaking, you should always connect to a website with a secure connection. Browsers will ''not'' allow you to do certain things when accessing an insecure website. Most notably browsers won't allow you to paste from a clipboard to Grooper from an insecure connection.		Generally speaking, you should always connect to a website with a secure connection. Browsers will ''not'' allow you to do certain things when accessing an insecure website. Most notably browsers won't allow you to paste from a clipboard to Grooper from an insecure connection.

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	==== How to treat a website as secure ====		===== How to treat a website as secure =====

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

Dgreenwood: /* Downloading Installers */

2024-06-06T22:26:59Z

Downloading Installers

← Older revision		Revision as of 17:26, 6 June 2024
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	* ''Grooper can technically run on Microsoft SQL Server Express as well. However, we would only recommend this for small testing environments not production environments.''		* ''Grooper can technically run on Microsoft SQL Server Express as well. However, we would only recommend this for small testing environments not production environments.''

	=== Downloading Installers ===		=== Downloading Grooper Installers ===
	{\|cellpadding=10 cellspacing=5		{\|cellpadding=10 cellspacing=5
	\|style="width:40%" valign=top\|		\|style="width:40%" valign=top\|

Dgreenwood: /* Prerequisite Install: SQL Server */

2024-06-06T22:26:42Z

Prerequisite Install: SQL Server

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	\|}		\|}

	=== Prerequisite Install: SQL Server ===		=== Prerequisite Install: MS SQL Server ===

	After installing the Grooper Product Suite for the first time, the first thing you will do is create a Grooper Repository. A Grooper Repository consists of two things: (1) a database and (2) a file store. For the Grooper database, you will need to connect to a Microsoft SQL server instance.		After installing the Grooper Product Suite for the first time, the first thing you will do is create a Grooper Repository. A Grooper Repository consists of two things: (1) a database and (2) a file store. For the Grooper database, you will need to connect to a Microsoft SQL server instance.

Dgreenwood: /* Installing the Grooper Product Suite */

2024-06-06T22:26:02Z

Installing the Grooper Product Suite

← Older revision		Revision as of 17:26, 6 June 2024
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	To get up and running with Grooper 2023, there are several applications that need to be installed and configured.		To get up and running with Grooper 2023, there are several applications that need to be installed and configured.
	*'''Grooper''': This primary application installs the Grooper thick client and Grooper Config.		*'''Grooper''': This primary application installs the Grooper thick client and Grooper Config.
			*'''Microsoft SQL Server''': This is a database server software developed by Microsoft for Windows. SQL Server is required to create Grooper Repositories.
	*'''Internet Information Services (IIS)''': This is web server developed by Microsoft for Windows. It is necessary to host the Grooper web client.		*'''Internet Information Services (IIS)''': This is web server developed by Microsoft for Windows. It is necessary to host the Grooper web client.
	*'''Grooper Web Server''': With this application properly installed and configured, multiple users can access Grooper remotely via web browser.		*'''Grooper Web Server''': With this application properly installed and configured, multiple users can access Grooper remotely via web browser.

Dgreenwood: /* Prerequisite Install: SQL Server */

2024-06-06T22:21:14Z

Prerequisite Install: SQL Server

← Older revision		Revision as of 17:21, 6 June 2024
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	=== Prerequisite Install: SQL Server ===		=== Prerequisite Install: SQL Server ===

	After installing the Grooper Product Suite, the first thing you will do is create a Grooper Repository. A Grooper Repository consists of two things: (1) a database and (2) a file store. For the Grooper database, you will need to connect to a Microsoft SQL server instance.		After installing the Grooper Product Suite for the first time, the first thing you will do is create a Grooper Repository. A Grooper Repository consists of two things: (1) a database and (2) a file store. For the Grooper database, you will need to connect to a Microsoft SQL server instance.

	As such, you will need to install Microsoft SQL Server. This may be done on the same machine as the one where Grooper is installed or on a separate one. However, for larger installs, we recommend a dedicated server for the Grooper SQL Server.		As such, you will need to install Microsoft SQL Server. This may be done on the same machine as the one where Grooper is installed or on a separate one. However, for larger installs, we recommend a dedicated server for the Grooper SQL Server.


	Full SQL server requirements are documented below.		Full SQL server requirements are documented below.