XpressDox publishes an API for those users who would like to harness the power of document automation within their apps.
Use Google to find help fast. For example, search on "xpressdox choosefromlist".
This document contains instructions on how to install your XpressDox Server. Before you start, please note:
- We assume you have the authority and rights to add and configure a website on your network
- We assume you have experience working with website and database configuration in a Windows environment.
Your XpressDox Server can be opened to the internet to allow remote access, if required.
Based on our experience we recommend your own hosted server has these, or higher, hardware specifications:
- Processor: Intel Core i7-4770 Quad Core including Hyper Threading technology
- RAM: 32 GB DDR3 RAM
- Hard drives: 2 x 2TB SATA 6 GB/s 7200 rpm (software RAID) Enterprise Class
- Connection: 1 GBit/s port
- Bandwidth: 1 GBit/s
- Microsoft Windows Server 2012, or higher
- Microsoft .Net Framework v4.5.2, or higher
- Internet Information Services (IIS) v7, or higher
- Microsoft SQL Server [Express] 2012, or higher, if XpressDox WinAuth Server or XpressDox Cloud Server (i.e. not XpressDox API Server) is being installed
- Optional: Access to your Windows network, only if Windows Active Directory user authentication is required
1. Configure Windows Server
Using Server Manager, configure the roles and features of your Windows Server. In particular ensure these values are set:
- Role services, check
- Features, check
.NET Framework 4.5.2
2. Add or Configure Application Pool
Using IIS Manager, add or configure an application pool for your XpressDox Server processes. In particular ensure these values are set:
- .NET CLR version, set to
.NET CLR Version v4.0
- Managed pipeline mode, set to
- Identity, select
Custom User Accountand supply the details of an existing user, or create a new user if required.
The selected or created user must have rights to access the XpressDox Shared Settings and XpressDox-configured Shared folders.
3. Add or Configure Website Application
Using IIS Manager, add or configure a website application to host your XpressDox Server. In particular ensure these values are set:
- .NET Framework 4.5 Features, enable
ASP.NET 4.5; WCF Services
- Web Server (IIS) > Web Server > Application Development, enable
.NET Extensibility 4.5
- Web Server (IIS) > Web Server > Performance, enable
Dynamic Content Compression
- Web Server (IIS) > Web Server > Security, enable
- Optional: Bindings, add
httpsbinding only if you require HTTPS access to your XpressDox Server
4. Install XpressDox Server Application Files
Run the installation file called
[unzipped directory]\Setup-xpressdox-[winauth OR api]-[Vx.x.x].exe. Ensure these steps are taken:
- Destination Directory, set to the physical path of your website application configured in IIS
- When the application installation finishes, the Microsoft Office Access database engine installation launches automatically. Install the database engine. This is required by XpressDox Server to use Microsoft Excel files as data sources.
[Installation_Directory]\License\XpressDoxServerLicense.lic in your text editor. Ensure you take this step:
- Replace the temporary license key with the product license key issued to you, and save
5. Add or Configure Application Database
Required for XpressDox WinAuth Server OR XpressDox Cloud Server installations
Using your SQL Server database management tool:
- Create a new database called
- Run the script found at
[unzipped directory]\XpressDoxData.sqlto configure your database
6. Configure XpressDox Server
HomeConfiguration\DocumentAssembly.config.xml and edit this setting:
- SharedSettingsConfigurationFolder, set to the path as configured in XpressDox Desktop Author for the Shared Settings Folder
Web.config and ensure your preferences are set for these values:
- XpressDoxApplicationDatabase, set to the connection string for your SQL Server application database
- TemporaryUploadDirectory, set to your preference. This is used for certain XpressDox template commands
- AdministratorEmail, set the email address of your System Administrator
- Email server settings, set your email server credentials if you require outbound email support
7. Run XpressDox Server
http[s]://[host name OR ip address]/xpressdox/protected/explorer.aspx to launch your XpressDox Server.
If you are using Windows Active Directory to authenticate users on your XpressDox Server, please note:
- Users sign in to your XpressDox Server using their Windows domain network username and password
- Your Windows network file and folder read/write permissions are used by your XpressDox Server to allow or deny a user access to files and folders
All user actions are logged at
Send support requests to XpressDox Support email@example.com
XpressDox offers salesforce.com users a simple–to–use Salesforce with Word integration that enables Sales Reps and Managers to populate their documents with Salesforce data automatically. This means that anything from simple documents to complex quotes and contracts can be produced in seconds.
In order to prepare for this integration you need to download and install XpressDox if you haven’t done so already.
You will also need to get a salesforce.com security token so that XpressDox requests for data comply with the Salesforce’s security requirements. Here is more information about the Salesforce security token.
Once you have XpressDox installed, and your saleforce.com user name, password, and security token at hand, you are ready to begin authoring your first template to make Salesforce data available in Word. Follow the tutorial below for step–by–step instructions.