Install the Server Components

• The Oracle client components must be installed on the Meridian application server and the server rebooted before installing Meridian in order for the Oracle Driver to appear as an option when creating new vaults in the Meridian Enterprise Administrator. A Minimal installation of Oracle on the Oracle server is sufficient to create and maintain Meridian vaults.

  On the computer running the EDM Server service, an Oracle Instant Client Basic installation is required. Meridian and the Oracle Instant Client Basic components can be installed in any order. After a correct installation on the computer running the EDM Server, the Oracle Listener should be able to connect with the Oracle database. You can verify that by using the command tnsping <OracleInstanceName> at the command prompt.

• The Oracle database driver is only a driver; it does not install the Oracle database management system software. You must have an existing Oracle installation and licenses on this or another server, and have the Oracle Instant Client Basic installed and functional on the Meridian application server.

• The SQL Server database driver is only a driver; it does not install the SQL Server database management system software. You must have an existing SQL Server installation and licenses on this or a separate server.

  If a separate SQL Server computer will be used, you must install the SQL Server Workstation components option on the Meridian server. You must also enable remote connections to SQL Server on the separate server with either the SQL Server Surface Area Configuration program or the Connections options of SQL Server.

To install the Meridian on a server computer:

1. Perform the tasks described in Prepare For Installation.

2. Run the Meridian installation package.

   The Meridian setup wizard starts and searches for a previous installation. If one is found, you will be prompted to perform an upgrade as described in Upgrade Meridian.

   Note:

   To start Meridian server installation on Windows Server Core, run the appropriate setup program listed in Choose An Installation File from a command line window. The setup program will show the graphical setup wizard with which you can complete installation.

   The Meridian services can then be managed with Meridian Enterprise Administrator from a remote computer as described in Administer Meridian Enterprise Remotely. Rerun the program to change, repair, or uninstall the software.

3. If you are installing Meridian for the first time on a computer, the language selection page appears.

   Otherwise, the Welcome page appears.

4. Choose a language in which to install the software.

5. Click OK.

   The Preparing to Install page appears while the setup files are decompressed and then the Welcome page appears.

6. Click Next.

   The License Agreement page appears.

7. Read the license agreement.

8. Accept or reject the agreement.

9. Click Next.

   If you do not accept the license agreement, the installation will stop. If you accept the license agreement, the Specify Program Folder page shows the default location for 64-bit program files.

10. If you want to place most of Meridian's files on a non-system partition, click Browse and specify the destination for the 64-bit program files.

    The default folder is usually adequate.

11. Click Next.

    The Specify Program Folder page shows the default location for 32-bit program files.

12. If you want to place most of Meridian's files on a non-system partition, click Browse and specify the destination for the 32-bit program files.

    Again, the default folder is usually adequate.

13. Click Next.

    The Select Server Roles page lists the available server roles.

14. Select the roles that you want this server to perform.

15. Click Next.

    You can install other products on other servers. The Select Features page shows a tree view of the available server components. The required components and the components that comprise the server roles that you selected are selected by default.

16. Select the components that you want to install on this server.

    • The minimum configuration for a functional Meridian application server is the EDM Server service and License Server components.

    • If you want to run the License Server service on a different computer than the EDM Server service, do not choose the License Server option at this time. Run the setup program on the other computer and choose only the License Server option.

      See Run Accruent License Server On a Different Computer for additional configuration that may be necessary.

    • Select the Microsoft SQL Server Driver or Oracle Driver option if you will be using either of those systems regardless of the server where the database management system will be located.

      The correct driver is required on the Meridian server.

    • If the Meridian application server will also host PowerWeb, choose the PowerWeb option.

      Important!

      Internet Information Services must already be installed or installation of this component will fail. The minimum IIS components that must be installed for proper operation of PowerWeb are listed in Meridian Application Server Requirements.

    • You should choose the Task Server option only if you plan to implement custom server-based processes.

      For more information about Task Server, see Meridian Task Server.

    • We recommend that you install all of the System administration components.

17. Click Next.

    If you selected the License Server role in step 14, the Specify License Server Type page appears. Otherwise, the Logon Information page appears; skip to step 19.

    For more information about the license types, see Named Licenses, Concurrent Licenses, and Subscription Licenses.

18. Choose between three options:

    • On the Specify License Server Type page, if you have not received term licenses or you do not want your licenses to be managed by Meridian Cloud:

      1. Accept the default of On-premises license server for named and concurrent licenses.

      2. Click Next.

         The Logon Information page appears; skip to step 19.

    • If you have received term licenses or you do want your licenses to be managed by Meridian Cloud:

      1. Select Connection to Meridian Cloud license server for subscription licenses.

      2. Click Next.

         The Meridian Cloud Connection page appears.

      3. Enter the information in the URL, User name, and Password fields that was provided to you when you received your Meridian Cloud tenant registration information.

      4. Click Next.

         The Logon Information page appears.

         Note:

         The account under which the Meridian Enterprise License Server service is run must be able to connect to the Internet to use the Meridian Cloud license server.

         If this is not permitted by your organization's security policy, limited time licenses that do not require a connection can be provided upon request. A utility program is installed with Meridian Enterprise for this purpose as described in Test Cloud License Server Connectivity.

    • If you want to use an on-premises server for subscription licenses:

      1. Select On-premises license server for subscription licenses.

      2. Click Next.

19. Type the user name (or click Browse to find one) and password for one existing account to use for all the Meridian services and application pools that will be installed.

    If the account is in a complex domain, you can prepend the domain name like <DOMAIN>\<User>. This account must meet the security requirements described in Grant Domain Privileges With a Service Account. For a list of the other resources that can use the same account, see Service Account Usage.

20. If you are installing additional products to work with an existing Meridian Enterprise installation and you want this account to be assigned to those services too, enable the Use this account for EDM and License services option.

21. Click Next.

    Note:

    The Computer Browser service must be running to be able to select a user. The service is disabled by default in some versions of Windows and must be started manually.

    The Choose Computer page appears.

22. Type the name of the server where Meridian License Server is installed.

23. Click Next.

    If you did not select to install the Meridian Enterprise Server component, the Choose Computer page appears.

24. Type the name of the server where Meridian Enterprise Server is installed.

25. Click Next.

    The Specify Local Workspace Folder page appears. This folder is used to cache documents on a local hard disk for maximum performance.

26. Accept the default folder or click Browse and select a different location.

27. Click Next.

    If you selected to install the Site Cache component, the Specify Site Cache Location page appears.

28. Accept the default folder or click Browse and select a different location.

29. Click Next.

    The Select Vaults Folder page appears.

30. Accept the default folder or click Browse and select a different location.

31. Click Next.

    For information about the amount space required and location options, see Document Storage Space Requirements. The System Time dialog box appears. It is extremely important that the correct date, time, time zone, and regional settings are made on both the server and all client computers, and that all client computers are time-synchronized with the server.

32. Click OK.

    The Shared Extensions Folder page appears. If any client extensions are registered in a vault, they will be copied to this location where they can be downloaded by the client PCs when the vault is opened. The setup program will create a hidden share for this folder. All users require read access to this location. Usually the default folder is acceptable.

33. Accept the default folder or click Browse and select a different location.

34. Click Next.

    The Start Copying Files page appears.

35. Review all your choices.

36. Click Next.

    The installation begins and the progress is shown on the Setup Status page.

37. When installation is completed, you will be prompted to click Finish.

38. If any other server computers will be used with Meridian, configure a service account as described in Grant Domain Privileges With a Service Account.
    

39. Upgrade any existing vaults as described in Upgrade Meridian Vaults.