Server Installation Checklist

Installing Meridian Enterprise on a server computer is a complex procedure that involves the installation and configuration of many different components and configuring the security of those components so that they can communicate with one another.

The following table is a checklist for confirming that the critical related tasks of installing a Meridian Enterprise application server have been performed. The table indicates those tasks that should be performed when:

  • Installing a Meridian Enterprise server for the first time

  • Migrating Meridian Enterprise from an existing server to a new server

  • Upgrading Meridian Enterprise on an existing server

The tasks are listed in the order in which they should be performed. Use the hyperlinks in the checklist to find the installation information for each task. Track your installation progress by printing this checklist and placing a check mark in the box in the applicable column as you finish each task.

Note:

This checklist is not necessarily complete for every deployment scenario. Additional tasks may be required depending on your requirements and system configuration.

Server installation checklist

First

Migration

Upgrade

Task

Topic References

Required

Required

Required

Confirm all system requirements have been met

Meridian Servers

Required

Required

Required

Prepare for installation Prepare For Installation

Required

Required

Required

Create an account with Administrator rights on the server computer to perform the installation (if necessary) See the Windows product documentation.

Required

Required

  If multiple domains or multiple servers will be used, create a domain account to run the Meridian services (EDM Server, Task Server, License Server) Grant Domain Privileges With a Service Account

Required

Required

  Create an account to use as a rescue account Create a Rescue Account For Security Administration
 

Required

Required

Disable DCOM remote connections to the server to prevent users from opening existing vaults until the installation is complete Enable DCOM

Required

Required

  If vaults will be stored in Oracle, install the Oracle client software on the Meridian server See the Oracle product documentation.

Required

Required

  If vaults will be stored in Oracle, create the Meridian service account with the required privileges

EDM Server Service Account Requirements For Oracle

Configure the Oracle Account Used By Meridian

Required

Required

  If vaults will be stored in SQL Server, create the required vault database folders (if absent) Integrate With a Separate SQL Server Computer

Required

Required

 

If vaults will be stored in SQL Server, create the Meridian service account with the required privileges

Configure the Windows Account Used By Meridian

Create a SQL Server Account For Use By Meridian

Configure the SQL Server Account Used By Meridian

Required

Required

  Confirm that all vault users have adequate privileges on the server Meridian Server Privileges

Required

Required

Required

Install any other software on the server that is required for content indexing (IFilters), default 64-bit external table support (Microsoft Access), AutoVue Client/Server viewing, optional Meridian modules, and so on.

See corresponding chapters in this document and appropriate chapters in the module's Administrator's Guide.

Required

Required

Required

Install Meridian server components (latest service pack, if applicable) and necessary updates

Choose An Installation File

Install the Server Components

Upgrade Meridian

Required

Required

  If multiple domains or multiple servers will be used, configure the Meridian services (EDM Server, Task Server, License Server) to use the domain account created above Grant Domain Privileges With a Service Account

Required

Required

Required

Obtain and register license keys for all products that will be installed

Register Licenses - Administrator

Required

Required

  Create local Active Directory and/or Meridian Enterprise user groups Meridian User Administration
 

Required

  Restore existing vaults on the new server from backups made on the old server Restore Backups
 

Required

 

Copy the existing BC-Meridian Extensions share to the new server, if necessary

Move the BC-Meridian Extensions Folder
 

Required

  Copy any customized registry keys from the old server to the new server HKEY_LOCAL_MACHINE
 

Required

  If the operating system on the new server is different from the old server, run the icosnlsver.exe vault upgrade tool described in the Meridian Enterprise knowledge base, if required. Change Operating System Versions
 

Required

Required

Upgrade vaults with Meridian Enterprise Administrator Upgrade Meridian Vaults
 

Required

  Correct the security roles assigned in the vaults to refer to the new server name. This can be done by either deleting all role assignments and recreating them or with the ACL Rename tool described in the Meridian Enterprise knowledge base.  

Required

Required

Required

Configure the server to automatically deploy client upgrades (Optional)

Install the Client Components Silently

Required

Required

  Configure PowerWeb (Optional)

Create a PowerWeb Location

Configure a PowerWeb Location

Required

Required

  Create scheduled tasks for vault backups and recovery logs

Prepare For Backups

Create a Recovery Log

Required

Required

  Configure content indexing (Optional) Content Indexing

Required

Required

  Configure reserved licenses (Optional)

Reserve Licenses

Reserve Licenses For Remote Access

Required

Required

Required

Create the subscriptions and audit log databases (FDA Module only). (Optional) See corresponding chapters in this document and appropriate chapters in the module's Administrator's Guide.
 

Required

Required

Remove unused data in vaults (Optional)  
 

Required

Required

Run Vault Consistency Toolkit tools Vault Consistency Toolkit
 

Required

Required

Configure any planned vault modifications (Optional)  

Required

    Create Accruent users and groups and configure vault security. Meridian User Administration
 

Required

Required

Enable DCOM remote connections to the server to allow users to open the upgraded vaults Enable DCOM

Required

Required

Required

Perform user acceptance testing  

2022 R2