The installation for the Hyland Full-Text Server uses a graphical installer.
The Hyland Full-Text Server should be installed on a dedicated-purpose machine. See Full-Text Search Requirements.
The Full-Text Indexing Service is a separate installer used for WorkView. The Full-Text Indexing Service has no relation whatsoever to Full-Text Search and is not required for installation. For more information on the Full-Text Indexing Service, see the Installation chapter of the WorkView module reference guide.
To install the Hyland Full-Text Server:
- Navigate to the location of the Hyland Full-Text Server setup.exe file and run it. This file is usually located in the ..\install\x64\Full-Text Server\ folder of your source installation files. The Welcome... page is displayed.
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Click Next. The Destination Folder page is displayed.
Enter the top-level installation directory in the field provided, or click Change to browse to it. If the Destination Folder is not changed, the default location is used. In a default installation, the Hyland Full-Text Server is installed to C:\Program Files\Hyland\Services\Full-Text Server\
Note:This location does not affect components not installed under the top-level directory. If the installer provides for the installation of multiple components, the specific installation locations of each component can be changed later in the installation process.
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If you click Change, the Change destination folder page is displayed.
Enter a Folder name in the field provided or select it from the Look in drop-down list, then click OK.
- Click Next. The Data Source page is displayed.
- Select the data source to use from the Select or enter a data source drop-down list. This is the connection string configured for your OnBase database.
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Click Next. The NT Service User Account page is displayed.
If you would like to specify a domain account under which to run the installed services, select Specify domain account to run NT Services(when applicable).
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In the User Name field, enter the domain and user name to use to run the installed services. This must be entered in the domain\username format.
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In the Password field, enter the password that corresponds to the user name provided.
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In the Confirm Password field, re-enter the password that corresponds to the user name provided. This is used to ensure that the password is typed correctly.
If you do not specify a service account, the service runs under the Local System account.
Note:The domain account specified must have sufficient privileges under the domain to install and run services (in most cases the Log on as a service privilege is all that is required). It must also have access to the OnBase Disk Groups, database, and full-text catalogs. Contact your first line of support to ensure that the domain account specified has the required access and privileges.
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Click Next. The Service Account page is displayed. This is the account within OnBase configured to run services in OnBase.
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In the User Name field, enter the OnBase service account user name to use when accessing the data source selected on the Data Source page. This user account must be configured as a Service Account in OnBase and should have been created during pre-installation.
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In the Password field, enter the password that corresponds to the user name provided.
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In the Confirm Password field, re-enter the password that corresponds to the user name provided. This is used to ensure that the password is typed correctly.
Note:The OnBase Service Account credentials are stored with encryption in the Windows registry. These credentials can be updated later using the aspnet_setreg utility. See The Hyland Full-Text Server Cannot Log In.
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- Click Next. The Ready to install page is displayed.
- Click Install. The Completed... page is displayed after installation has completed.
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Select Launch Web Application Management Console to open the Web Application Management Console and configure the connection string used to access the OnBase database.
Note:
You must configure a valid connection string in order for Full-Text Search to function correctly.
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Click Finish. The connection string Configuration dialog box is displayed.
The connection strings dialog box allows you to configure connection strings.
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To encrypt all connection strings configured in the application's .config file, ensure the Options | Encrypt Connection Strings menu option is selected. This option is automatically selected by default every time you open the connection strings dialog box, and the connection strings are encrypted when the .config file is saved.
CAUTION:
It is strongly recommended to encrypt the connection strings. If they are not encrypted, all data source connection information is visible in the .config file and could expose sensitive data, including any entered database user names and passwords.
- Click Add to start creating a new connection string. The fields on the right become available for interaction.
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If you are configuring Reporting Dashboards with a secondary connection string with a read-only database user account, select Options | Populate Read-Only User. This optional feature populates the User ID and Password fields with the credentials for the read-only user. See the Reporting Dashboards documentation for more information.
If you are creating a connection string for any other purpose, skip this step.
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In the fields on the right, enter the following information about the data source:
Option
Description
Data Source Name
A unique name that you create to identify the connection string.
Note:This identifying name may be different from the name of the actual database.
Data Provider
The data provider type used for the database. Select one of the following:
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System.Data.SqlClient: Select this for a SQL Server database.
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Oracle.ManagedDataAccess.Client: Select this for an Oracle database.
Note:Only SQL Server and Oracle data providers can be used to connect to the OnBase database.
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Depending on your selection for Data Provider in the previous step, enter the following database connection information:
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If System.Data.SqlClient is selected (for a SQL Server database):
System.Data.SqlClient Option
Description
Data Source
Enter the server\instance name of the SQL Server instance hosting the database.
Database
Enter the name of the SQL Server database.
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If Oracle.ManagedDataAccess.Client is selected (for an Oracle database):
Oracle.ManagedDataAccess.Client Option
Description
TNS Connection String
Select this option to enter a full TNS connection string to connect to the Oracle database. Deselect the option to use the connection name instead.
Note:Selecting this option enables the Host, Database, Protocol, and Port fields for interaction.
Data Source
Enter the TNS name or connect descriptor of the Oracle database.
Note:This field is available only if the TNS Connection String option is deselected.
Host
Enter the host address of the Oracle database.
Database
Enter the name of the Oracle database.
Protocol
Select the protocol to use for connecting to the Oracle database. Options are:
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TCP
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TCPS
Port
Enter the port to use for connecting to the Oracle database.
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Enter the following security information:
Option
Description
Integrated Security
Select this option to use Windows Authentication to connect to the database.
CAUTION:It is strongly recommended to use integrated security instead of a database account for authentication. To use integrated security, the Windows user connecting to the database must be the same user that is running the connecting server or service (such as the Application Server). This user must also be configured with the configgp role in the database.
User ID
The user name of the database user account accessing the database.
Note:This user name is for a database user account, not a user account for OnBase.
Password
The password of the database user account accessing the database.
Note:This password is for a database user account, not a user account for OnBase.
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Enter any additional options.
Option
Description
Additional Options
Any additional options for the connection string. For more information on available connection string options and syntax, see the documentation for your database provider (SQL Server or Oracle).
- Click Test Connection to test whether the entered information forms a valid connection string.
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Click Create to save the information in the fields and create the connection string. The name of the data source is added to the Data Sources list on the left, and the connection string is displayed in the Connection String section.
- Select File | Save to save the .config file.
- Select File | Close to exit the connection strings dialog box.
- Continue to the post-installation items (see Post Installation).