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Install XpressDox Server

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.

Hardware Recommendations

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

Software Requirements

  • 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 ASP.NET; Basic Authentication; Windows Authentication
  • 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 Integrated
  • Identity, select Custom User Account and 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 HTTP Activation
  • Web Server (IIS) > Web Server > Application Development, enable ASP.NET 4.5; ISAPI Extensions; ISAPI Filters; .NET Extensibility 4.5
  • Web Server (IIS) > Web Server > Performance, enable Dynamic Content Compression
  • Web Server (IIS) > Web Server > Security, enable Basic Authentication or Windows Authentication; Anonymous Authentication
  • Optional: Bindings, add https binding 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.

Open [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 XpressDoxData
  • Run the script found at [unzipped directory]\XpressDoxData.sql to configure your database

6. Configure XpressDox Server

Open HomeConfiguration\DocumentAssembly.config.xml and edit this setting:

  • SharedSettingsConfigurationFolder, set to the path as configured in XpressDox Desktop Author for the Shared Settings Folder

Open 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

Navigate to 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 [unzipped directory]\logs\XpressDoxApplicationLogging.log


Send support requests to XpressDox Support

Configure a Data Source for a Salesforce Database

XpressDox offers 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 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 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.

PDF documentHow to use your Salesforce data in Microsoft Word