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.

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