Barr EOM
Follow these steps to install all of the Barr EOM components on a single machine. First you will need to prepare the network for installation. Next you will install the database, services, and user interfaces. After the installation is complete, you will configure the file store and install the license.
If you are reinstalling Barr EOM or installing a newer version, you must first remove the existing software.
Before you install the Barr EOM software, complete the following steps to prepare the network.
Setup local administrators.
From Windows Explorer, right-click My Computer and select Manage.
From the Computer Management window, expand Local Users and Groups and select Groups.
In the grid that displays, double-click Administrators. The Administrators Properties window displays.
Click Add and add the following users:
The user account designated as the EOM Services logon account.
All users that will be administrators for the EOM Console. These users will have unrestricted access to the EOM Console.
Set up Microsoft SQL Server Administrators. This must be done by an existing SQL Server Administrator. Give the administrator a list of the users that will need to have full rights to the EOM installation.
Configure the network firewall setup to allow the following:
515 TCP for LPR/LPD traffic
All the ports the EOM sockets will use
File and printer sharing
If you are using Windows firewall, the Barr EOM Server Configuration Utility will automatically add exceptions for the following Barr EOM services. If you are using other firewalls, you will need to add the following programs to the exception list for all TCP and UDP ports. Refer to the operating system Help for more information on modifying the firewall configuration.
Barr EOM DBM Service
Barr EOM Input Service
Barr EOM Output Service
Barr EOM Rules Agent Service
Barr EOM SNMP Service
Create a file store folder on this server and configure its Sharing and Security for EOM use.
From Windows Explorer, create a file store folder on this server.
Right click the new folder and select Sharing and Security.
From the Sharing tab, make sure the folder is configured to share and click Permissions.
From Share Permissions tab, click Add and add the EOM Services logon account user name. Grant the user name Full Control permissions. Click OK.
From the Security tab, verify the Administrators group has Full Control permissions.
Click OK. These settings will be used for Windows folders that are the Network Folder source and destination type.
Follow the instructions in this section to install the Barr EOM software. The setup program copies files from the Barr EOM CD to your computer. Before you run the setup program, exit all Windows programs.
Insert the Barr EOM CD into the CD-ROM drive. The Barr EOM Setup program automatically displays. If auto run is disabled on your system or if the setup program does not automatically display, right-click Start on the taskbar and select Explore. Navigate to the CD-ROM drive and double-click Autorun.exe.
The Barr EOM installation window appears. Notice, as you move the pointer over the links, text appears describing the purpose of each link.
Verify all software prerequisites are installed. If the prerequisites are not met, red text will display below the link stating Software prerequisites are not met. If this text does not appear, skip to Install the database.
If the red text is shown, click Check and Install Prerequisites. The window that displays lists all of the software prerequisites along with their installation status. Next to each item that is not installed, an Install Now button displays. Click the Install Now button for each item and follow the steps to install the appropriate software. Once everything is installed, click Back.
Click Set up Barr EOM Database.
If you do not have an SQL Server that you plan to use, click Install SQL Express and follow the wizard steps to install SQL Express.
Click Set up EOM Database. The Barr EOM database scripts are installed. The EOM Database Installer dialog box displays.
From the Server name list, click the server where SQL Server is installed. If SQL Server is installed on the computer EOM is being installed onto, use the default selection either: (local)\SQLEXPRESS or (local), depending on the SQL Server instance name. Note, the local server name will not appear in this list just (local) or (local)\SQLEXPRESS.
Chose the authentication method. In most cases, select Windows authentication. If you select SQL Server authentication, enter a user name and password.
If you are upgrading to a newer version, enter the database name you are upgrading from in the Database to upgrade box. If you are not upgrading, then leave the box blank.
In the New database name box, enter the database name.
Click Advanced to verify the database configuration settings are appropriate. We recommend leaving the default settings, unless your SQL administrator requires different settings. Click OK.
Click Run.
A confirmation message displays asking if you want to create the database, click Yes. A successful message will display when complete, click OK.
Click Back.
Click Install BARR EOM.
Click Install BARR EOM Services. The Barr EOM Services wizard displays.
Read the information on the Welcome dialog box, and then click Next.
To install the software, you must accept the terms of the license agreement. Review the license agreement and then select I accept the terms in the license agreement. Click Next.
Select the Complete setup type and click Next.
Click Install and wait for the installation to complete. Click Finish.
Click Install BARR EOM Console. The Barr EOM Console wizard displays.
Read the information on the Welcome dialog box, and then click Next.
To install the software, you must accept the terms of the license agreement. Review the license agreement and then select I accept the terms in the license agreement. Click Next.
Click Install and wait for the installation to complete. Click Finish.
Click Install BARR EOM Web Server. The Barr EOM Web Server wizard is displayed.
Read the information on the Welcome dialog box, and then click Next.
Select the folder where the EOM Web Server will be installed. The default folder is C:\inetpub\wwwroot\eomweb. To choose a different folder, click Change and select the appropriate folder. Click Next.
Click Install and wait for the installation to complete. Click Finish.
In Windows Explorer, open the folder where the Web Server was installed. If you used the default location, open the C:\inetpub\wwwroot\eomweb folder.
Open the web.config file. At the bottom of the file, replace the PRIMARY_DBMHOST entry with the name of the machine you are using.
Save and close the file.
On the first installation window, click Configure EOM. The Barr EOM Server Configuration Utility displays. The SQL Server Instance, the Database Name, and the EOM DBM Host Name are automatically configured when the database is created. To complete the automatic configuration, you need only configure the Service Logon Credentials; go to step 2h. To configure the Barr EOM DBM Service manually, proceed with step 2.
Complete the following steps from the EOM services configuration tab to manually set up the EOM DBM configuration.
In the EOM DBM Configuration grid, select the EOM DBM service check box in the Selected column.
Click in the SQL Server Instance column and click the Browse (…) button. From the Browse For SQL Server dialog box, select the SQL Server\Instance and click OK.
In the SQL Authentication Type column, select the authentication type, either SQL or Windows. If you select SQL, the Specify SQL User dialog box displays. You will need to enter the user name and password of the SQL user that will be used when connecting to the SQL Server instance. The user must be a member of the sysadmin server role for the SQL Server instance.
Click in the Database Name column and click the Browse button. From the Browse For Database dialog box, select the database you created previously in the installation process and click OK.
Click Apply.
In the EOM Service Configuration grid, select all of the check boxes in the Selected column. This will select all four of the Barr EOM services.
Click in any of the cells in the EOM DBM Host Name column and click the Browse button. From the Browse For Computer dialog box, select the computer that your EOM DBM service is running on. You will need to select the Domain and Computer. When complete, click OK. Notice all of the cells in the column are populated.
Click in any of the cells in the Service Logon Credentials column and click the Browse button. From the Select User dialog box, choose how the service will log on. You can decide if it will log on as a local system account or you can enter a specific account. Use Local System Account if the DBM will communicate with the local SQL database, local EOM services, and local file resources. All other cases use a Windows Service account for the log on. In most cases, you will choose This account and select the service logon account that was created during the Prepare the network installation steps. Selecting an account will require you to complete the password boxes. When complete, click OK. Notice all of the cells in the column are populated.
Click Apply.
Verify all of the items are selected and click Start Selected Service. Notice the status column changes to Running for all services.
Select the EOM security administration tab. Notice all fields are populated with the previous selections.
Click Connect. The text box now displays Successful Connection.
Under the Users and Groups grid, click Add to add users that will have full administrative rights to EOM Console. These users must be a member of the Administrative group on the server and have administrative rights to the database. It is important to remember that the users added here will have unrestricted rights to Barr EOM. Once you have added the appropriate users click OK. Notice the names now appear in the Users and Groups grid.
Click Apply.
Click OK.
Click the red close (x) button to close the auto run. The software installation is complete.
If you selected to use SQL for the SQL authentication
type on the EOM services
configuration tab, you must complete this procedure. If you chose
to use Windows for the SQL authentication type, you can skip these steps
and proceed to Configuring
the file store.
Complete the following steps to configure the EOM SQL Server to connect using SQL authentication.
Open Microsoft SQL Server Management Studio Express. (You can access this utility by clicking Start | All Programs | Microsoft SQL Server 2005 | Microsoft SQL Server Management Studio Express.)
Configure the authentication mode.
Right-click the SQL Server instance and select Server Properties. The Server Properties dialog box displays.
In the left pane, select Security.
Under Server authentication, select SQL Server and Windows Authentication mode.
Click OK.
If the server authentication was changed from Windows Authentication Mode to SQL Server and Windows Authentication mode, you must restart the SQL Server. Right-click the SQL Server instance in the tree and choose to restart when all databases are available to be restarted.
Configure the password.
In the tree, expand the Security folder and then the Login folder. Right-click the appropriate users and select Properties. The Login Properties dialog box displays.
In the left pane, select General.
Enter the appropriate user password in the Password and Confirm password boxes.
Click OK.
Add the user to the sysadmin role.
In the tree, expand the Security folder and then the Server Roles folder. Right-click the sysadmin role and select Properties. The Server Role Properties dialog box displays.
Click Add. The Select Logins dialog box displays.
Click Browse and select the users you need to add to the sysadmin role and click OK. If necessary, click Check Names to verify the names and then click OK.
On the Server Role Properties dialog box, click OK.
Close Microsoft SQL Server Management Studio Express and log back in using the new sysadmin user.
Barr EOM only stores the properties of a document. The actual files are stored in network folders, called file stores. Initially administrators must configure a default file store in the Administration application. Administrators can then define additional file stores for individual sources.
Complete the following steps to configure the default file store.
Double-click the EOM Console icon on your desktop.
On the warning message that displays, click Yes to select the file store now. The Set General Preferences utility displays.
To add a file store, under Document file store path, click Add. The File Store dialog box displays.
Enter the network folder path where the Barr EOM files are stored or click the Browse button to select a folder. The Barr EOM DBM Service will need to have permissions assigned to access the selected network folder. Verify the file store folder does not contain any empty folders. Empty folders in the file store folder will be deleted with the EOM cleanup process runs.
Click OK.
To select a default file store, in the grid click the Default check box cell for the appropriate file store. The default file store will be used when a file store has not been specified.
You can define additional file stores
that will be available for selection from individual sources on the More settings tab. The default
file store is selected by default. If you select one of the other file
stores for a source, all of the documents arriving via that source will
be stored in the selected file store.
To modify a file store, select a file store in the grid and click Edit. The File
Store dialog box is displayed. To view usage details of the drive
where the file store is located, select a file store in the grid and click
Details. To remove a file store,
select file store with a status of New
and click Remove. You can only
remove file stores with a New
status.
Click Apply to save the changes.