Prerequisites

Before beginning the installation process, you must perform the the following:
  • Verify that you are using either a Windows Server 2012R2 or Windows Server 2016 machine (if using an older OS, you may need to install and configure additional roles and features; contact Professional Services for more information.
  • Remove ASP.NET MVC3 and/or MVC4 if installed.
  • Ensure the following software has been installed:
    • Version 2.2.8 of .NET Core Runtime and .NET Windows Hosting (referred to as the ASP.NET bundle; Windows Hosting Bundle dotnet-hosting-2.2.8-win.exe), available here.
      • Required on servers hosting STS
    • Version 6.x.x of .NET Runtime and .NET Windows Hosting (for example: aka “Hosting Bundle” dotnet-hosting-6.0.4-win.exe) available here.
      • Required on servers hosting EZ Gateway
      • Required on servers hosting EZConfig Default Data and EZ Config Packages and Packets
      • Required on servers hosting DGSCore
      • Required on servers hosting DocumentService
    • Version 4.8 of .NET Framework (NDP472-KB4054530-x86-x64-AllOS-ENU.exe), available here.
      • Required on all servers
  • Install the following items (through Server Manager - Add Roles and Features):
    • IIS - Web Server (IIS) - Web Server
    • IIS - Management Tool
  • Add roles and features; perform other required steps.
  • Create an SSL Binding and Certificate.
  • Install and Configure RabbitMQ.
  • Install IIS URL Rewrite by following the procedure at https://www.iis.net/downloads/microsoft/url-rewrite.
    Note: If using URL Rewrite for your loan balancing, an issue may exist with a Server Variable that is passed along to the hosted applications. HTTP_X_FORWARD_PROTO is populated with all the protocols for which the load balancer is set up. Because of this, multiple values may be passed along for the value. The .Net Core applications may experience an issue with this and require that only a single protocol is passed in. You may need to override this server variable in your URL Rewrite rule to set it to only one (1) value.
  • Install a separate Document Generation Services Archive database; for configuration information, see Creating and installing Document Generation Services.
  • Configure OAuth2 and Client Certificate Setup
    • To use the new Expere EZ Config Transaction API available through the DGS Tool Suite, it utilizes OAuth2 client flow authentication. A client ID and Client Secret Certification must be registered for the account in the Security Administration application. These values are required when configuring the Document Generation Services Transforms.xml file and creating/installing all pertinent components.

      See manual instructions for client ID configuration available in Appendix: Document Generation Services Sample Transforms > Additional Considerations.

  • Add ASPState session database and assign roles
Note: The machine that houses the databases also require SQL Server Management Studio (preferably 2014); a SQL Database instance should be available (either on the same or separate machine).