Xerox FreeFlow Core Installation Guide

Version 6.1 April 2021 702P08594

Xerox

FreeFlow

Installation Guide

Core

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BR14625

Table of Contents

1 Prerequisites...............................................................................................................................5

Server Software Requirements . ......... ..... .... ..... ......... ..... ......... ......... ..... .... ..... ......... ..... ......... .... 6

2 Installing Xerox®FreeFlow®Core Software......................................................................... 7

FreeFlow®Core License .. .... ..... ......... .............. ......... ......... ..... ......... .............. ......... ......... ..... ..... 8

Trial License . ......... ......... ..... ......... ..... .... ..... ......... .............. ......... ..... .... ..... ......... .............. ... 8

Production License .... ......... ......... ..... .... ..... ......... ..... ......... ......... ......... ..... ......... ..... ......... .... 8

Optional Backup License ... ..... ......... ......... .............. ......... ..... .... ..... ......... ..... ......... ......... ..... 8

Preparing for System Installation ....... ..... ......... ..... .... ..... ......... .............. ......... ......... ..... ......... ... 9

Installing the Xerox

License Updates.... ......... ..... ......... ......... ..... ......... ......... ..... ......... ..... .... ..... ......... ......... ..... ....... 12

3 Optional Installation Procedures.........................................................................................13

Windows Shared Folders or Microsoft Office Conversion Setup ..... ......... ..... ......... ..... ......... ..... 14

Adding Shared Folder Credentials to the Windows Account .. ..... ......... ..... ......... ......... ..... .. 14

Adding Credentials to a Windows Account .. ..... ......... ......... ..... .... ..... ......... ..... ......... ......... 14

FreeFlow®Core Software ... ......... ..... ......... ......... ......... ..... ......... ..... ....... 10

4 Post-Installation Procedures .................................................................................................15

Create an Administrator Account .. ......... ..... ......... ......... ..... .... ..... ......... ..... ......... ......... ..... ...... 16

Easy Start Workflows ......... ..... .... ..... .............. ......... ......... ..... ......... .............. ......... ......... ..... ... 17

Windows Firewall and Virus Protection ......... ......... ..... ......... ..... .... ..... ......... ......... ..... ......... ..... 18

5 Upgrades..................................................................................................................................19

A Database Permissions for Active Directory or Local Windows Users............................21

SQL Database Permissions Required for the FreeFlow Core Service Account ...... ......... ......... .... 22

Creating an SQL Login for a User and Assigning Permissions ... .... ..... ......... .............. ......... ..... . 23

Assigning Permissions for Users with Existing SQL Logins. ..... ......... ..... ......... ......... ......... ..... .... 24

Mapping Users to the db_owner role for the FreeFlow Core Database ... ..... ......... ..... ......... ..... 25

Xerox®FreeFlow®Core

Installation Guide

Table of Contents

Xerox®FreeFlow®Core Installation Guide

Prerequisites

This chapter contains:

• Server Software Requirements...... ..... ......... ......... ..... .... ..... ......... ..... ......... ......... ......... ..... ......... .... 6

Xerox®FreeFlow®Core

Installation Guide

Prerequisites

Server Software Requirements

For the latest server requirements, refer to Xerox®FreeFlow®Core Release Notes. To obtain the document, access the FreeFlow section, click System Requirements, then click the link to the release notes.

Core webpage at https://xerox.com/automate. In the Resources

Xerox®FreeFlow®Core Installation Guide

Installing Xerox

This chapter contains:

• FreeFlow

• Preparing for System Installation .... ..... .... ..... ......... ......... ..... ......... ..... .... ..... ......... .............. ......... . 9

• Installing the Xerox

• License Updates. .... ..... .............. ......... ......... ..... ......... ......... ..... ......... ......... ..... ......... ..... .... ..... ..... 12

Core License ... ......... ..... ......... ..... .... ..... ......... .............. ......... ......... ..... ......... .............. ... 8

FreeFlow®Core Software ......... ......... ......... ..... ......... ..... ......... ......... ......... . 10

FreeFlow

Core Software

Xerox®FreeFlow®Core

Installation Guide

Installing Xerox

FreeFlow®Core Software

FreeFlow

Core License

TTrriiaall LLiicceennssee

You can install Xerox®FreeFlow®Core in Trial mode without a license. The Trial version includes all optional modules, including connectivity for up to two output destinations, and is fully functional for 45 days.

PPrroodduuccttiioonn LLiicceennssee

The Xerox®FreeFlow®Core Software License Enablement Kit delivered with your order contains your activation key and product serial number. Depending on your product configuration, you receive one or more enablement kits with an activation key for each module.

• The first time that you acquire a license, enter the activation keys for your entire software configuration. For example, if your software configuration includes the base software and the Advanced Prepress module, redeem each activation key individually.

• If you obtain the license file using the Xerox Software Activation Portal (SWAP), before you download the license file, redeem all activation keys.

• If you obtain a license from the Internet, refer to License Updates in this guide.

You can license Xerox Core server does not have access to the Internet, obtain a license file using the Xerox SWAP.

FreeFlow®Core during installation over the Internet. If the Xerox®FreeFlow

1. To obtain a license file, access the Xerox SWAP website: https://www.xeroxlicensing.xerox.com/

activation/

2. Enter your activation key. Click Next.

3. Enter all required customer information. Click Next.

4. Review the license information.

• To make changes to the license information, select Back.

• To redeem more activation keys, select Activate Another License.

• After you have redeemed all activation keys, select Save and Download License File. To save the file to the local file system, select Save and Download License File.

5. To exit the Xerox SWAP, close the Web browser.

OOppttiioonnaall BBaacckkuupp LLiicceennssee

Before you install a backup copy of the Xerox®FreeFlow®Core software, to obtain a valid backup license file, contact your Xerox Technical Customer Support or Xerox partner.

Caution: Do not attempt to license the backup software over the Internet. Do not use the

Xerox Software Activation Portal (SWAP) to obtain a backup license during the installation process. Follow the instructions that are included with your Xerox Software License Enablement Kit.

The license for the backup server includes the license entitlement for all Xerox optional modules purchased with the production server.

FreeFlow®Core backup

FreeFlow®Core

Xerox®FreeFlow®Core Installation Guide

Installing Xerox®FreeFlow®Core Software

Preparing for System Installation

1. To install Xerox®FreeFlow®Core in a secure environment, identify a valid account to use to access FreeFlow Core optional shared folders and the SQL Server. If you are unsure whether your account is valid, before you proceed, contact Xerox Technical Customer Support.

2. Install all Windows updates except prerelease or preview updates. Prerelease and preview features are not supported.

3. Ensure that the operating system where you are installing Xerox with a static IP address.

4. Install Microsoft SQL Server Standard or Express.

• If a local copy of the Microsoft SQL Server is not present on the Xerox

the FreeFlow Core Installer allows you to install a local copy of Microsoft SQL Server Express.

• You can install Microsoft SQL Server Standard or Express manually on the local Xerox

FreeFlow®Core server or on a remote server. If you install SQL Server manually on the local server, ensure that you are logged in as the same user that operates the Xerox Core server. To install Microsoft SQL Server on a remote server, refer to the Microsoft SQL installation guide.

FreeFlow®Core is configured

FreeFlow®Core server,

FreeFlow

When you install Microsoft SQL Server, refer to the following recommendations:

– It is recommended that you use a named database instance.

– It is recommended that you install the database instance with mixed-mode

authentication.

– The use of SQL authentication with the system administrator (sa) account is not

recommended. However, this option is supported. If you use a custom database account, ensure that the account has system administrator privileges on the database instance. Refer to Database Permissions for Active Directory or Local Windows Users.

– Installation of the database instance on a compressed Windows file system volume is not

supported.

5. If Microsoft Office conversion is required, install Microsoft Office. Before you install Xerox

Xerox

FreeFlow®Core Release Notes. For more information, refer to Optional Installation

FreeFlow®Core, for supported versions of Microsoft Office, refer to the

Procedures.

Xerox

FreeFlow®Core

Installation Guide

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