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Installation Guide

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DOCSVAULT

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Docsvault Installation Guide2

Installing DocsvaultThis section provides step-by-step instructions to install Docsvault Server and Client.

Please read the following information carefully.

All the steps are performed on Windows 7 and the steps and screens may differ slightly depending on your OperatingSystem.

Firewall Warning:Firewall applications can prevent communication between Docsvault Client and Server. Follow the steps below to ensure thatproper firewall rules have been created to allow Docsvault traffic to pass through the firewall.

1. If your firewall is application based (ex: Windows Firewall, Norton, McAfee, etc. ) The following Docsvault executables i.e Docsvault server and client along with the necessary MS SQL Server executablesshould be added to the exemptions/allowed list of the firewall. Docsvault installer automatically adds the necessaryexecutables to the firewall exception list for the built-in Windows firewall.

Docsvault Client side: dvClient.exe (by default located at C:\Program Files\Docsvault <edition>\Client\)

Docsvault Server side: dvServer.exe (by default located at C:\Program Files\Docsvault <edition>\Server\)

sqlservr.exe (by default located at C:\Program Files\Microsoft SQL Server\MSSQL10_50.DOCSVAULT\MSSQL\Binn\ (Note: Replace MSSQL10_50.DOCSVAULT by your actual SQL instance folder if you used your own SQL server to hostDocsvault db)

sqlbrowser.exe (by default located at "C:\Program Files\Microsoft SQL Server\<90 or 100>\Shared\")

2. If your firewall is port based or if you require port forwarding from your router to the Docsvault server

Open/forward the following ports:

TCP Port 3831: To allow connection to the Docsvault Server Service (dvServer.exe)

UDP Port 1434:This SQL Server Browser service listens for incoming connections to a named instance of SQL serverhosting Docsvault db and provides the client the TCP port number that corresponds to that named instance.

TCP Port for SQL server instance hosting Docsvault database:The Docsvault's instance of SQL server listens on a dynamic port (between 49152 & 65535) selected randomly by the SQL server. The SQL clients first connect to the browserservice (port# 1434) to know the exact port number a named instance of SQL server is listening to for the requested database.

To learn how to find out the current port number used by SQL SERVER, see

Installing Docsvault Server and Client on the same machineIt is fine to install both the server and the client on the same machine for testing and for occasional usage by the admin. Howeverit is NOT recommended to use the client installation on server for normal daily usage. The Docsvault server will be servingmultiple clients in the network and hence it is advisable to install it on a dedicated machine where no user works normally.

Installing Docsvault 3

System RequirementsFor a successful installation and use of Docsvault, make sure that your server and client workstations meet the minimum recommendedhardware and software requirements

Docsvault Server

Requisite Recommended Minimum

Processor Intel/AMD dual core or higher (Server grade for 10+ users or high activity loads)

Memory 4 GB RAM or higher

Display Resolution 1024*768 or above @ 96 dpi

Operating system Windows 7, 8 & 10 or Windows Server 2008, 2012, 2016 & 2019

Database Engine:Microsoft SQL Server 2008 or above with full text indexing and FILESTREAM support. (The free SQL2014 Express edition can be installed by default during setup)

Disk Space required 300 MB for Docsvault Server application data, 500+ MB - SQL server plus space for data storage

.NET Framework Version v4.5.2 or above, VC++ 2010 Runtime Library 32 bit

Installer Windows Installer v4.5 or above

Docsvault Desktop Client


Processor Intel/AMD dual core or higher


Display Resolution 1024*768 or higher @ 96 dpi

Operating system Windows 7, 8 & 10 (32 or 64 bits)

Disk Space required 400 MB

.NET Framework Version 4.5.2 or above

MS Office Integration Microsoft Office 2007 / 2010 / 2013 / 2016 / 2019 / Office 365 (desktop edition)

For Scanning Any TWAIN complaint scanner for direct scanning. All other scanners for scanning through alternateimport methods.


Docsvault Web Server [Enterprise & Ultimate Edition]


Processor Intel/AMD dual core or higher (Server grade for 10+ users or high activity loads)


Operating System Windows 7, 8 & 10 or Windows Server 2008, 2012, 2016 & 2019

IIS Server IIS 7.X or higher with asp.net support

Disk Space 400 MB

.Net Framework Version 4.5.2 or above, VC++ 2010 Runtime Library 32 bit

Installer Windows Installer v4.5 or above

Docsvault Web Client [Enterprise & Ultimate Edition]


Processor Intel/AMD dual core or higher


Browser All modern standards compliant browsers

Docsvault Mobile Apps [Enterprise & Ultimate Edition]


iPhone or iPad iOS 9+

Android phones & tablets Android 5.0+

Note:· In order to use mobile apps, Docsvault Web Access must be configured using a SSL Certificate for secure web connection

(ex: https://my-Docsvault-URL.com)

https://my-Docsvault-URL.com


Installing Docsvault Server & Desktop Client

Choosing the Server ComputerDocsvault does not need any special server grade computer if you are a small group of 5 - 10 users. You can designate anydedicated PC with a good processor, ample Memory (2 GB+) and enough available hard drive space for storing files imported inDocsvault. It is recommended that the Docsvault server be installed on a dedicated machine where no user works normally. Thiswill avoid interference from other user interactive applications and prevent any possible performance deterioration.

Optional Components Installed Automatically By Docsvault by user's choice

· MS SQL Server 2014 Express: If you do not have any existing sql server database in your network, you can instruct the'Docsvault Configuration Wizard' to automatically download and install a free MS SQL Server 2014 Express Advanced Servicesedition.

Installing Docsvault Server

This procedure outlines all of the steps necessary for you to perform a brand new installation of Docsvault.

Part I - Installation of Program Files

· Log in to Windows using an account with administrative rights (or rights to install software)

· Run the installation file Docsvault_<edition>_Server.msi and follow the on screen instructions

· On the License Agreement page, read the license agreement and if you accept the license terms click on I Accept, and thenclick the Next button.

· Select Installation Folder: Installation folder contains the program files for Docsvault Server application. By default the installerwill choose 'C:\Program files\Docsvault <edition>\ Server\'. You can change the location of program folder by clicking on theBrowse button. It is recommended that you keep the default path as this folder will contain only the program files, NOT the actualdata imported into Docsvault.

· Click on Next button to go to the 'Confirm Installation' window.

· On completion click the Close button. You can now launch the Docsvault Server Manager from the desktop icon to start theserver configuration wizard.

Part II - Configuration of Docsvault Server

When you start the 'Docsvault Server Manager' for the first time after installation, the 'Server Configuration Wizard' will startautomatically. This wizard includes the following steps:

Step 1: Installing/Selecting a Database First you will be asked to specify a SQL Server 2014 Express Database. You can either specify your own Microsoft SQL to hostthe database or allow Docsvault to install a new Microsoft SQL 2014 Express instance on your machine.


v Letting Docsvault install a New MS SQL Server Express Instance

· Select this option to allow Docsvault to install a MS SQL Server 2014 Express instance

· Specifying Docsvault Administrator User Password

Enter a password for Docsvault administrator user 'admin'. Note: that the same password will also be used for a SQL user named

'DVSBSA' inside the sql database. This user DVSBSA is used to connect clients to the Docsvault database hosted by the SQL

server. This is done for the sake of simplicity during initial configuration. You may change the Docsvault 'admin' user password to

anything later on from the Server Manager dialog.

Strong Password RequirementsMost domain based networks and Server OS require a strong password. If you provide a weak password that does not match thepassword policy of your domain or server OS, SQL installation will fail. It is a good idea to use a strong password even if you arenot restricted by such password policies since this password will be used to connect Docsvault clients in the network to the SQLserver.

· Selecting Database & Documents Location

The installer will create a 'DVSB Data' folder at the location specified for Data Storage. Select a drive that has plenty of free

space available as this folder will grow in size as more and more documents are imported in the future.

Note: Due to SQL server database limitations, networked shared folders and NAS devices cannot be used to store Docsvault

data. We recommend that you use an internal hard drive to store your data as they are more reliable than the external hard

drives.

· Click on Next button to continue.


Installing New MSSQL Database

Manually downloading proper SQL Server Express installation file for offline installationsDocsvault Configuration Wizard will download SQL server express install file during the configuration. If you do not have an activeInternet connection on the Server where the server is being configured, you can download the following file and place it in theDocsvault Server Program folder before you start the server configuration.

Please download the SQL server installation file and place it in the Docsvault Program folder (C:\Program Files (x86)\Docsvault<edition>\Server\SQL) after installing Docsvault but before the configuration process starts.

SQL Server 2014 Express with Advanced Services:

For 32 bit OS:http://www.docsvault.com/downloads/supplements/shared/SQL/X86/SQL.RAR For 64 bit OS: http://www.docsvault.com/downloads/supplements/shared/SQL/X64/SQL.RAR


vSpecifying your own MSSQL Server 2008/2008 Rs and above Database Server

Using Existing MSSQL Database

· Select the option to 'Specify your own MSSQL ...' to use your existing MSSQL Server 2008/2008 R2. See database

requirements below.

· Click on the 'Browse network instances...' link to display all instances of the Database Engines installed on your network.

· Note: You can also specify the server instance by typing it manually in SQLServer\Instance_Name format if the 'browse instance'

does not list the desired database that you know is running and accessible.

· Enter username and password for user who has permissions to create database tables and click the Verify link to see all

databases accessible to the specified db user.

· From the list, select the database to create Docsvault data tables in. If you choose a database that already has Docsvault data

in it, setup will automatically attach to that database.


v Database Server Requirements when using your own MSSQL Server

Database Server Requirements

1. Docsvault needs either an empty database or a database with Docsvault data in it. Databases that have some other data inthem cannot be used.

2. Ensure FILESTREAM is enabled:

- Open SQL Server Configuration Manager (Start > Programs > Microsoft SQL Server 2014 > Configuration Tools > SQLServer Configuration Manager)

- Navigate to the SQL Server Services node and from the right pane open the properties dialog for the SQL Server service fromits right click menu

- Click the FILESTREAM tab and select the checkbox to enable FILESTREAM for Transact-SQL access

3. Ensure Full-Text Search feature is installed and enabled:SQL Full-Text Indexing service named ‘SQL Full-text Filter Daemon Launcher’ should be installed and running on the serverhosting the SQL database for Docsvault. If you do not have the full text feature installed, you will need to install that before youcan configure the Docsvault database.


Docsvault Admin

In the Admin Password text box, enter the password for Docsvault Administrator User 'admin'. Note: that the same password willalso be used for a SQL user named 'DVSBSA' inside the sql database. This user DVSBSA is used to connect clients to theDocsvault database hosted by the SQL server. This is done for the sake of simplicity during initial configuration. You may changethe Docsvault 'admin' user password to anything later on from the Server Manager dialog.

Note:Docsvault cannot backup user specified database. Therefore it is the responsibility of the end user to regularly backup thedatabase using other backup tools on their SQL server.

Docsvault Database Backup ConfigurationThis step will allow you to set the backup schedule for Docsvault database. The backup location can be taken on the Local driveor Network share or NAS drive. Select the appropriate option and specify the location for the backup files. For Network location,windows username and password is required to run the SQL server service.

By default, following schedule is set by Docsvault (ref the image below) which can be changed at any time from Repository >Backup node in Docsvault Server Manager.

Backup Configuration


Installation Summary

· Clicking on the Next button will display the summary of Docsvault Server configuration. It is important that you make a note of theuser names and passwords on this page. You may save this summary page as a PDF file by clicking on the 'Save As PDF' link inthe bottom right of the page.

Installation Summary

· Click on the Finish button to complete Docsvault Server configuration. The configuration and necessary installation will now startand you will see the following progress window.

Installation TimeIf you let Docsvault installer install the SQL Server express on this machine, it may take up to 30+ minutes to complete thedownload, installation and configuration process depending on your download and CPU speed. Please be patient during thisprocess and refrain from using other programs during this install.


Docsvault Server Configured successfully

If you have need any more information while installing or configuring MS SQL Server, click here .

http://www.docsvault.com/redir/sb/sqlsetupfail.TS.redir.htm


Installing Desktop Client

Once the Docsvault server is installed and configured, it is now time to install the clients on the network.

Number of Client InstallationsYou are free to install as many clients as you wish in your network. The client installation count does not depend on the number ofuser licenses you have. The users can log into their Docsvault account from any computer in your network that has the Docsvaultclient installed.

Client Installation Wizard

On each workstation you wish to install the client on, run the Docsvault_<edition>_Client.msi from the downloaded installationpackage and follow the on screen instructions

Select Installation Folder

· Installation folder contains the program files for Docsvault. By default the program files will be copied to 'C:\Programfiles\Docsvault <edition>\Client\'. You may change this location if you wish, however we recommend that you accept thedefault names and structures provided during installation

· Click on Next button to go to the 'Confirm Installation' window.

· Docsvault can integrate into Windows Explorer Open and Save dialogs to save and open files from anyapplications. Select 'Yes' to allow this integration if desired.

Windows Save/Open Dialog Intergation

· On completion click the Close button.


Installing Web Client [Ent. & Ult editions]The Docsvault Web installer will walk you through the installation and initial configuring of the Docsvault web application. TheDocsvault Web Application is generally installed on the same machine as the Docsvault Server but it can also be installed on anyseparate windows machine as well.

Note:Docsvault web application is only available in Docsvault Enterprise & Ultimate Editions

Before installing the Web Application please ensure that Internet Information Services (IIS) v7 or higher with ASP.Net v4.5 or higher

is installed on your machine.

This session covers:

Installing/Enabling IIS Features

Installing Docsvault Web Application

Configuring Access From The Internet

Troubleshooting


Installing/Enabling IIS Features

To Enable the Web Server IIS Role on Windows Server OS

On a Windows Server OS, the Web Server (IIS) Role can be enabled by going to the Windows Server Manager and selecting “AddRoles and Features” under the Manage menu in the top right corner.

Enable the Web Seserver IIS Role on Windows ServerOS


To install IIS on Windows Desktop OS like Windows 7, 8 or 10.

Go to the Windows Control Panel > Programs and Feature and then click the “Turn Windows features on or off” link on the left. Inthe dialog that appears, check “Internet Information Services”. Navigate to the “Application Development Features” under the “WorldWide Web Services” node and check the ASP.Net option.

Windows 7

Windows 10Install IIS on Windows Desktop OS


Installing Docsvault Web Application

· Run the installation file Docsvault_Web.msi and follow the on screen instructions

· On the License Agreement page, read the license agreement and if you accept the license terms click on I Accept, and then

click the Next button.

· Select Installation Folder: Installation folder contains the program files for Docsvault web application. By default the installer

will choose 'C:\Program files\Docsvault Web\'.

· Click on Next button to go to the 'Confirm Installation' window.· When installing the Web Application on the same machine as the Docsvault Server, all configuration is automatic and at

completion you will see a success message with default access URL

Web Installation


Installing on a dedicated web server machine separate from the Docsvault Server Machine:

During installation you will have a choice of creating a new website or use an existing website on that machine to host the DocsvaultWeb Application. In most cases you will be creating a new website.

o Create new website

Host Name:This is the domain or subdomain you will be using to access the Docsvault Web Application from the Internet. By default, Docsvaultwill use the local IP address of your machine as the hostname with a port number of 80. We recommend that you proceed withthese values and change them later on from the IIS interface to specify your own domain name and to secure your web connectionsusing an SSL certificate.

Docsvault Server Name:If the Docsvault Server is installed on the same machine as well, the Docsvault Server Name will be filled in automatically with thevalue localhost. If you are installing this Web Application on a separate machine, fill in the hostname or IP address of the machinerunning the Docsvault Server. Click on next to complete the installation.


o Using Existing Website

Selecting Method of Hosting

· Select this option to allow Docsvault web to configure with your existing web site hosted on this machine.

· Select Site: Select the existing web site configured on the current IIS server using the drop down list box e.g. http://example.com

· Application Name: Enter the virtual directory alias e.g if your website is accessible at http://example.com and you want to

access Docsvault Web app at http://example.com/DMS, set this value to 'DMS'

· Docsvault Server Name: Enter the hostname/IP of the machine running the Docsvault server software ex: dvServer or 192.168.1.25

· Click on next to complete the installation. You will now see a Docsvault Web Manager icon on your desktop.


Testing The New Web Application

Before logging into the Docsvault Web Manager, you should open up the IIS Manager to verify the creation and working of the newweb application.

Opening IIS Manager


To open up the IIS Manager, click on Start > Administrative Tools > Internet Information Services (IIS) Manager. This willbring up the IIS dialog as sown below:

IIS dialog

Click on the Browse Web Site link on the right to open up the Docsvault Web Application.

Docsvault Web Client Application

Login with one of the username and password you have created in Docsvault. This completes your verification. You should now beable to access the web application from all machines in your local network using the local IP address used to configure this site.

Note: If you are using the Docsvault web application within your own website you may want to choose the right folder withinyour website folder to install the program files to. However, doing this is optional. If you are using a firewall on this machine, youwill need to create incoming rules to allow access to this machine on TCP port 80 for regular traffic and TCP port 443 for SSLencrypted secure traffic. We recommend use of secure traffic using an SSL certificate.

A secure SSL based connection is required to access your Docsvault repository using your iOS and Android apps.

NOTE: Check the Troubleshooting topic at the end to see common errors during configuring Docsvault Web Application.


Configuring Access From The Internet

You now need to configure your own domain name to access the Docsvault Web Application from outside your office. For this youwill need to do the following

1. Bind an existing domain name you own to the Docsvault web application from the IIS window

2. Login to your Router Web Interface and forward port 80 for regular traffic or port 443 for secure encrypted traffic

3. Change the A record of your domain or subdomain to point to the public IP address of your Internet connection assigned to your

Internet Router. You may need the help of your domain provider or hosting company to accomplish this step.

Domain Name Binding & SSL Certificates

To ensure a secure access to your Docsvault web application you will need to use an SSL certificate. An SSL certificate is a digitalcertificate that authenticates the identity of a website and allows secure encrypted connections from your web server to a browser.You will need to get your SSL certificate from a trusted Certification Authority. Fortunately, SSL certificates are very inexpensivethese days and a simple web search for buying an SSL certificate should give you plenty of options to choose from.

No matter where you buy your certificate from, you will need to create a certificate request from the IIS manager first. To do this,click on the Server Certificates icon in your IIS Manager.

Server Certificates


Now click on the “Create Certificate Request” link on the right.

Create Certificate Request

The common name MUST match your domain name exactly. Fill up the other necessary information and click next to proceed.

Most Certification Authorities will require that you choose 2048 as your bit length.

Click on next to name and save your request file.


Follow the instruction of your Certification Authority to use this request and issue your unique SSL certificate that authenticates yourdomain. Your certificate will be sent to you as an email attachment or can be directly downloaded from your certification authority’swebsite.

Once you have your certificate, click on the “Complete Certificate Request” to install your certificate. Enter a friendly name for yourcertificate and click OK. Your certificate is now installed and ready for use.

Complete Certificate Request

Navigate to your web application site and click on the “bindings” link in the right menu. Click on the Add button to create a new sitebinding. Select the https option from the Type drop down and then select the certificate you just installed. Click OK to complete thesite binding.

Bindings

You can now proceed with port forwarding in your router.


Router Port Forwarding

Login to your router interface with your router username and password and navigate to the port forwarding option for your router.Router interfaces vary a lot from device to device and you can get step wise instructions for your router at portforward.com. Note thatyou need to forward the TCP port 443 to the internal IP address of the machine running the Docsvault Web Application.

Following screen shows an example of the necessary port forwarding rule – your router interface will look different but will havesimilar option available.

Router Port Forwarding


Mapping Your Domain To Your Public IP Address

You will now need to point the domain or subdomain to the public IP address of your Internet. It is recommended that you have astatic public IP address service from your internet service provider.

You will need to login to the control panel where your domain is hosted and edit the DNS settings to change the A record of yourdomain to your public IP address.

TIP: To know your public IP address simply type “my ip” in any search engine.

Once this is done you are now ready to access the Docsvault web application using a secure connection.

Note: Your URL should start with https:// to ensure your connection is secure.

Docsvault Web Manager SettingsFinally you should now login to the Docsvault Web Manager to set your default site URL.

Double click on the “Docsvault Web Manager” icon on your desktop and enter your admin username and password.

In the main Site node you should change the “Default Site URL” by clicking on the Edit button. If you are using SSL certificate toenable secure access, your site URL will start with https instead of simple http.

Docsvault Web Manager Settings

This completes the Web Application installation.


Having trouble in Docsvault Web Application Installation?

The following are the common errors encountered during Docsvault Web Application installation.

· HTTP Error 500.19 – Internal Server Error

HTTP Error 500.19 error message

Reason:ASP.Net component is not enabled for IIS.

Resolution:Follow the instructions in Installing/Enabling IIS Features topic in the Web Application Installation guide to ensure that ASP.Netfeature is selected during IIS installation.


· Could not load file or assembly ‘ChilkatDotNet4.DLL’ or one of its dependencies….

ChilkatDotNet4.dll error message

Reason:Visual C++ runtime is not installed.

Resolution:Download and install the proper runtime using the following links depending on your OS version. (note that on some machines it maybe required to install both the 64 and 32 bit of runtime even if you have a 64 bit OS)

32 Bit OShttp://www.microsoft.com/en-us/download/details.aspx?id=5555

64 bit OShttp://www.microsoft.com/en-us/download/details.aspx?id=14632

· Unable to see icons/images in Docsvault Web Client

Reason:Static Content is not enabled for IIS.

Resolution:Follow the instructions in Installing/Enabling IIS Features topic in the Web Application Installation guide to ensure that ‘StaticContent’ feature is selected during IIS installation.


Reinstall or Repair DocsvaultIf you accidentally delete or alter files that are required by Docsvault, Docsvault will not perform correctly and you might get errormessages while running the program. You can attempt to fix this problem by reinstalling or repairing Docsvault.

· In the Control Panel, double-click Programs and Features

· In the uninstall dialog that opens select Docsvault Client and then click Change. You will see the following screen.

Repair Docsvault

· To repair the current installation, select Repair and then click the Finish button.

· To reinstall Docsvault, select Remove and click the Finish button


Uninstall DocsvaultWhen you uninstall Docsvault, all components are removed. This means that even if you have reinstalled or repaired Docsvault, theuninstallation removes all Docsvault program files from your system.

· In the Control Panel, double-click Programs and Features

· In the uninstall dialog that opens select Docsvault Client and then click Change. You will see the following screen

· To uninstall Docsvault, select Remove and click the Finish button

Uninstall Docsvault

During the uninstall process you will have a choice to keep or remove the current Docsvault server settings. If you wish to uninstallDocsvault completely you can select the Remove Docsvault settings option. You may also choose to remove all the data that youhave imported into Docsvault by checking the "Remove all data..." check box.

Keep/Remove Docsvault settings

Warning: If you choose to remove all imported data into Docsvault, it will not be possible to recover it afterwards. Please makea backup of your current repository folder or use the export feature from the Docsvault Server Manager to export all your existingdata before starting the uninstall process.


Updates from Previous Version

IMPORTANT

Please refer to the What’s New section before upgrading to see if there are any breaking changes.

Steps to Upgrade Server Side:

Backup your data: Backup your current data. Although we don't anticipate any trouble it is good idea to always have a backupbefore upgrading any software.

Download the latest version of Docsvault setup files from your Client Center Login.

Stop Docsvault services from under the services node in the server manager dialog. Note: do not stop the SQL server service if yousee one in your services list. Now exit the server manager once services are stopped.

Install the server side over existing version and follow the on screen instructions. Once the install is complete, run the ServerManager to start the upgrade process. Note that migration from older versions may take longer depending the size of yourrepository.

Steps to Upgrade Desktop Client Side:

Use the new client installation file to install the latest version over the current version. It is not required to uninstall the priorversion as the new installer will do that automatically.

Steps to Upgrade Web Client Side: [Enterprise Edition & Ultimate Edition]

Important: Please manually uninstall the web application from Windows Control Panel > Programs and Features first. New Webapplication should not be installed directly over the old one due to many configuration changes.

Use the new web client installation file to install the new version on your machine and follow the on-screen instructions. Resetthe website bindings from IIS interface. Click on Setting up Web Client to learn how to reset proper Docsvault Web applicationbindings again.

https://www.docsvault.com/resources/whats-new-enterprise/

https://www.docsvault.com/ClientCenter/


Upgrade from SB Ed. to Ent. or Ult. Ed.

IMPORTANT

1. Use these steps to upgrade to the latest version of Docsvault Enterprise edition or Docsvault Ultimate edition ONLY IFyou are currently running SB Edition v4.5.x and above. To upgrade from versions prior to Docsvault SB v4.5.x contact Docsvault Support Department.

2. Read Docsvault System Requirements

Steps to Perform the Upgrade:

Step 1: Backup Your Data

Back up your current data. Although we will not need to restore this during migration but it’s always a good idea to backup your

data just in case.

Step 2: Download the latest version of Docsvault Enterprise Edition / Docsvault Ultimate editionYou can download the setup files for the latest version of the edition that you wish to upgrade to from your control panel or using

this link:

For Docsvault Enterprise edition:

https://www.docsvault.com/downloads/Docsvault_Ent.zip

For Docsvault Ultimate edition:

https://www.docsvault.com/downloads/Docsvault_Ult.zip

Step 3: Deactivate Docsvault SB Edition activation key

In the Docsvault Server Manager window, select the License node and then click the Deactivate button. This option is availablestarting from v7.2.x and above. All the users with a prior version are requested to submit a support ticket to release their license.

Step 4: Uninstall Docsvault Small Business Edition and Install the latest version of Docsvault Enterprise Edition /

Docsvault Ultimate Edition

Uninstall the SB edition and when prompted during uninstall choose to “Keep data and settings”.

Now install the Enterprise or Ultimate Ed.-Server on your machine and follow the on screen instructions. Once the install is

complete, run the Server Manager to start the upgrade process.

Install latest version Docsvault Web The web interface allows you to access Docsvault repository directly from any browser. Click on Setting up Web Client to learn

how to set Docsvault Web application.

Steps to Upgrade Docsvault Client Install the Docsvault Enterprise or Ultimate Ed. - Client from the downloaded installation package over the current version

and follow the on screen instructions. It is not required to uninstall the prior version as the new installer will do that

automatically.

https://www.docsvault.com/downloads/Docsvault_Ent.zip

https://www.docsvault.com/downloads/Docsvault_Ult.zip

http://www.docsvault.com/online-help/manual/index.html?setting_up_web_access.html

Easy Data Access

For any product related or general customer service questions that may arise, please use our onlineTechnical Support or contact us by email at: [email protected]

Technical Support

Web Site: https://www.DocsVault.comE-mail: [email protected]

Document Management Software Help: Docsvault · Document Management System for everyone...

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