Installing the server components

To install the Meridian Enterprise server components, start the appropriate installation package described in Choosing an installation file. To install the components in silent mode, see Installing the server components silently. After you have installed and correctly licensed the Meridian application server, you can then install Meridian on client computers or additional servers. For information on the Windows Installer Package, see Controlling Windows Installer packages.

To install the Meridian on a server computer:

1. Perform the tasks described in Preparing 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 Upgrading Meridian.

   Note    To start Meridian server installation on Windows Server Core, run the appropriate setup program listed in Choosing 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 Administering 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 and click OK. The Preparing to Install page appears while the setup files are decompressed and then the Welcome page appears.
5. Click Next. The License Agreement page appears.
6. Read the license agreement and either accept or reject the agreement and 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.
7. The default folder is usually adequate. Click Change and specify the destination for the 64-bit program files if you want to place most of Meridian’s files on a non-system partition.
8. Click Next to continue. The Specify Program Folder page shows the default location for 32-bit program files.
9. Again, the default folder is usually adequate. Click Change and specify the destination for the 32-bit program files if you want to place most of Meridian’s files on a non-system partition.
10. Click Next. The Select Server Roles page lists the available server roles.

11. Select the roles that you want this server to perform and 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.

12. 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 Running BlueCielo 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 in any case.

    Note    

    • 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.

    If the Meridian application server will also host Web Access, choose the Web Access option. 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 Web Access are listed in Server specifications.

    You should choose the Task Server option only if you plan to implement custom server-based processes. For more information about Task Server, see About the BlueCielo Task Server.

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

    Click Next. The Logon Information page appears.

13. 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 Granting domain privileges with a service account. For a list of the other resources that can use the same account, see Service account usage. 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. Click Next to continue.

    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.

14. If you did not select to install the License Server component, the Choose Computer page appears. Type the name of the server where Meridian License Server is installed and click Next.
15. If you did not select to install the BlueCielo Enterprise Server component, the Choose Computer page appears. Type the name of the server where Meridian Enterprise Server is installed and click Next. The Specify Local Workspace Folder page appears. This folder is used to cache documents on a local hard disk for maximum performance.
16. Accept the default folder or click Browse and select a different location and click Next to continue.
17. If you selected to install the Site Cache component, the Specify Site Cache Location page appears.
18. Accept the default folder or click Browse and select a different location and click Next to continue. The Select Vaults Folder page appears.
19. Accept the default folder or click Browse and select a different location and click Next to continue. For information about the amount space required and location options, see Understanding 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. Click OK to continue. 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. 
20. Accept the default folder or click Browse and select a different location and click Next to continue. The Start Copying Files page appears.
21. Review all your choices and click Next to continue. The installation begins and the progress is shown on the Setup Status page.
22. When installation is completed, you will be prompted to click Finish.
23. If any other server computers will be used with Meridian, configure a service account as described in Granting domain privileges with a service account.
    
24. Upgrade any existing vaults as described in Upgrading Meridian vaults.