This Help topic refers to the following editions:
þ Enterprise
For Terminal Services, the install must be performed via the Add Remove programs dialog by selecting ”Add New Programs” and follow Microsoft’s directions. For Terminal Services DocuXplorer cannot be installed by check double clicking on the install icon.
Clients installing on a peer to peer network should click here to see important information
If you are upgrading from an older version other than Docuxplorer 2024, please uninstall the workstation client and server software via the Microsoft Windows Add / Remove programs service. Then follow all directions below.
Run the install file on the network server that will house the DocuXplorer data and follow the instructions in the installation program.
The install program will create a default install folder C:\DXDOCS\DXInstall off the root of your network server. You may change the location to a different drive on the server or a subfolder on any drive on the server. It is HIGHLY RECOMMENDED that you accept the names and structures for the \DXDOCS folder provided during normal installation.
Make sure you have full access to the \DXDOCS folder through a Network Share with full permissions for all users. If a Network Share does not already exist create one for it. When creating the network Share, click the Permissions button and give Everyone Full Control then click Apply. Next, click the Security button and make sure the Administrator and System accounts have full control rights.
The install in the \DXDOCS folder will be used to install both server software on the server and the client software at each workstation.
When installing the Sybase Advantage Database to a server make sure you are installing the same version you have a serial number and validation code for. The Enterprise install has been updated to include different versions of Advantage Database Server to support older and newer client installations. When prompted for product selection, select Personalize. By default all options are selected for install. You will need to deselect those options that do not apply to your installation. For example: if you are not installing the DocuXplorer Client on the server, delete all items except for the Advantage Database Server type you have a license for.
DX Configuration Utility
After installing the Sybase Advantage Database Software use the DX Configuration Utility to set the number of users and the number of Cabinets a user would normally have opened on their desktop. This will allow DocuXplorer to conserve computer resources while providing you with trouble-free DocuXplorer environment.
To configure DocuXplorer resources properly:
Click the orange Server Configuration Utility button at the upper right of the last screen in the install process.
Enter the number of users to the Number Purchased Field
Enter the number of Cabinets a user would normally have opened in the Library.
Click the Apply button.
Wait for the progress window to disappear before proceeding.
The configuration process will take a few minutes so please be patient and wait for the progress bar to complete. When configuration has completed close the Utility and move on to install your Workstations.
The Microsoft Firewall can prevent DocuXplorer from communicating with the server software or workstations. The DocuXplorer database file ADS.EXE on the server should be added to the exemptions list of the Microsoft Firewall.
To exempt DocuXplorer from the Microsoft Firewall:
Open the Control Panel
In Classic View select Windows Firewall. In Category View select Security Center then at the bottom of the screen Mange security settings for: Windows Firewall
In the Windows Firewall Dialog Box select the Exemptions tab
Click the Add Program item and select DocuXplorer from the list
The ADS.exe program is located on the server at: C:\Program Files\Extended Systems\Advantage\Server\ADS.exe
Hard Drive Indexing Software
Indexing software such as Google Desktop, Yahoo Desktop, or MSN Desktop and others present an issue in that they can slow down database programs by attempting to access the database files to index and reindex them without end. To keep DocuXplorer running at top speed exclude DocuXplorer database files from these programs. Exempt all files in \DXDOCS\DXLIBRARY\ folder or exempt the entire \DXDOCS folder and all its subfolders.
Workstation Installation
For each workstation installation, first map a drive to the \\ServerName\DXDocs folder on the server.
We recommend a logon script for this mapping if you have a number of people that will be accessing the system. Ask your IT administrator to create this script for you.
To install DocuXplorer to a workstation computer:
Make sure you have installed the latest updates and service packs for your operating system and Office programs on your computer
Make sure you have administrator rights before you run the install
Make sure all other software is closed. This is most important with Microsoft Office products as DocuXplorer installs elements to integrate with MS Office.
Run the DocuXplorer Install: Right click the file ?:\DXDocs\DXInstall\DocuXplorerClient.exe and select Run as Administrator.
When asked select the Setup Type and click <Next>
Complete Setup - all features will be installed, including the QuickBooks SDK and Library Templates called Quick-Starts - Index Sets and Cabinets
Minimum Setup - The minimum required set of features will be installed to conserve disk space
Personalized Setup - Complete control over which features are installed - recommended for advanced users
We recommend that select the defaults selection for all other options during the installation process.
Tip:
After installing DocuXplorer, modifications can be made from the Control Panel, Add or Remove Programs. click DocuXplorer and select <Change>.
Workstation installations can also be run in silent mode ex.(DXDocs\DXInstall\DocuXplorerClient.exe /s). No user interface is shown during execution.
If you have a local Firewall enabled you will need to exempt the DocuXplorer.exe. See the instructions above to exempt the file from Microsoft Firewall.
The next step is to setup your DocuXplorer Library.
If you want to retain a Library previously created or during your trial period, copy and paste it to the ..\DXDOCS folder on your server. We highly recommend that you name the Library using the default DXLibrary.
After installing on your first workstation start the DocuXplorer program from the DocuXplorer icon that was placed on your desktop.
At the prompt, select the option;
If Library Create/ Connect window doesn't open:
Click <File> <Open Library> and select <Library Create/Connect>
Click the <Modify Settings> tab at the top of the window.
Change the <Connection Path> to point to the DXLibrary using UNC coding, i.e.\\server name\DXDocs\DXLibrary or \\server name\folder name\DXDocs\DXLibrary
At each successive workstation, connect to the Library created at the first workstation. Select;
Application and workstation default options setup will depend on your use of DocuXplorer and the need for these DocuXplorer features. Use the program help to learn more about DocuXplorer Options. You can always change or add application and workstation defaults at any time.
Common Application Defaults
With your new Library open, set your application defaults from the <Tools><Options> Menu item. At the first workstation set your Library defaults. Set Workstation defaults at each workstation.
Library Defaults include,
Home | Options | Workstation - at the first workstation only - HIGHLY RECOMMENDED
Check for program updates at startup - provides automatic notification of release of program updates. The option should be set at only one workstation, all other workstations will automatically be updated after starting the automatic download and installation of the update file.
Home | Options | Administrative
Log Document Events - select this to create an audit trail on the documents in the Library
Home | Options | Library
Login Required - select this to require User Login. This item is required if you wish to have the Document Event Log track the operator performing an action on a document.
Home | Options | Manage Users/Groups
Groups - right-click to select Import Users and Groups from a network resource.
Users - select this to retrieve the User List from your Network Active Directory, then enter passwords and administrative status. Make sure at least one user has Administrator status.
Workstation Defaults include,
In Tools | Options | Library
User Access - Enter workstation user name, if desired, allow network access to override Login password requirement. Set a time for Inactivity Logoff if needed.
In Tools | Options | Document Defaults
Set the maximum number of versions to store, if needed.
If you wish, you can purchase Installation Support via telephone and Internet connection to provide hands on support directly from DocuXplorer Software. Contact tech support at support@DocuXplorer.com for pricing and to set up an installation appointment
Note:
Exclude all DocuXplorer database files from your Anti-Virus Software auto-protect process. Exclusions specify the files that should not be scanned by file name extension or by specific file name. File extensions to exclude are .ADT, .ADM, .ADD, .AI, .AM .TMP and .ADI.
See related topics for information on setting server connections
