The Grooper Web Review client allows users to connect to a Grooper dashboard over the internet via a web server. This allows end-users to process review based activities in a Batch Process in a web browser, without the need to install Grooper on their own machine.
Installation
Setting up the Grooper Web Review client is done in three simple steps:
Install the IIS components on your server.
Install the Grooper Web Client application.
Open the Web Review URL in a browser and start using it.
As a side note, there are some additional requirements for users scanning paper documents into Grooper with a physical scanner. These requirements will be detailed in the #Scanning with Web Review section of this article.
1. Install IIS
The first step to setting up your server for Grooper Web Review is installing the IIS (Internet Information Services) components.
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It's important to do this step first. Setting up the IIS components first will make the Web Review installation process much simpler down the road.
Open the Server Manager application.
Select Manage.
Select Add Roles and Features.
On the following screen, select Next.
Next, you will be asked to select the Installation Type.
Select Role-based or feature-based installation.
Select Next to continue.
Next, you will be asked to select a server on which to install the IIS.
Select the server.
FYI: The local server is selected by default.
Select Next to continue.
In the following screen, scroll down to the bottom of the list to select Web Server.
In the following prompt, select Add Features.
Then, select Next.
No additional Features are necessary.
Select Next to continue.
On the Web Server Role (IIS) screen, select Next.
In the Role Services selection panel, select the following components (FYI: If a window appears asking you to add features, select Add Features):
Web Server
Common HTTP Features
Default Document
Static Content
Security
Request Filtering
Basic Authentication
Windows Authentication
Application Development
.NET Extensibility 4.5
ASP.NET 4.5
ISAPI Extensions
ISAPI Filters
WebSocket Protocol
Management Tools
IIS Management Console
IIS 6 Management Compatibility
IIS 6 Metabase Compatibility
IIS Management Scripts and Tools
Management Service
Select Next after all components are selected.
The last step is to confirm your IIS installation.
Verify the settings are correct and all required components are present.
Select Install.
Close the install wizard.
FYI: You may close the install wizard while IIS is installing. It will continue to install in the background.
Upon successful installation, we can see IIS in the Server Manager application.
With IIS installed, our next step is to install the Grooper Web Server.
FYI
You may want to add a service user account at this time. The service account must have full access to the Grooper database and file store to function properly.
2. Install Grooper Web Client
Next, we will install the Grooper Web Client application.
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If you have not done so already, install Grooper and add repository connections before continuing.
If you need instructions on installing Grooper, please visit the Install and Setup article.
First, you will need to download the Grooper Web Client Installer from the Downloads and Resources section of Grooper x Change
After unzipping the installer package, run the setup application.
Select Next to start installation.
Accept the licensing terms of the software agreement.
Select Next to continue.
In the following screen, you will enter the user name and password of the account that will logon to use the application.
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Before selecting a user, ensure the user has permissions access to the Grooper database and file store location. The user must be able to read 'and' write to the database and file store.
This is where you would want to enter a service account's information, if you are choosing to use one. The account must have access to the database and file store in order to do work in Grooper.
Enter the account's user name and password.
FYI: You may also use the Browse... feature to help find the domain and user, if you need.
Select Next to continue.
Select Next to continue setup.
Select Install to initialize installation.
You will see the following screen upon successfully installing the Grooper Web Client.
Select Finish to finish installation.
You can verify the Grooper Web Client was installed by opening Microsoft's Internet Information Services (IIS) Manager.
Under your server, select Application Pools.
You will see Grooper listed in the Application Pools.
In the Sites folder, you can also select the Grooper site created.
FYI
One of the most common issues with installing the Grooper Web Client are permissions related. The service account must have permissions to the Grooper database and file store for each Grooper Repository. Users will not be able to create a Batch or process review steps using Web Review if it does not.
If you did not choose an account with appropriate credentials during the Grooper Web Client installation, you will need to switch users to an account with appropriate access.
To add a service account with proper credentials do the following:
Select the Grooper Application Pool.
Select Advanced Settings....
The Advanced Settings window will pop up.
Scroll down to the Identity property and configure it with the new user account.
You will need to restart the Application Pool after making changes.
