Creating and installing the Document Generation Services components

This procedure explains the process for installing Document Generation Services, Management Service, and Scheduler Service.

Before installing, verify the following:

You have created a new Document Generation Services database; see Configure Powershell/Run Powershell/Create Databases.
Verify that the user in DomainAccount has access rights to the docgen database. Note that Default schema is “dbo” and requires db_owner access.

In the Transforms.xml file located in InstallTransformKit-dgs, change all server names to the desired server name or URL. See Appendix: Sample Transforms.xml file for more information.
Note: You must add the following properties to the Transforms.xml file:
- EXPERE_ENDPOINT_ADDRESS
- WAS_HOST_BIND
- WAS_PORT_BIND
- OPPSAHOSTNAME
For more information on these properties, see Appendix: Sample Transforms.xml file.
Create a ExpereRepository folder; create the following folders inside ExpereRepository:
- BuildContent
- DeployedContent
- DeployedERLContent
- Uploads
- Temp
Share ExpereRepository folder with the accounts running DocGenServiceHost and Manangement.
In the InitialTransformKit-DGS file, change MsiTransform.exe-rename to MsiTransform.exe.
Run the run.bat file to create the DocGenServicesInstall-64bit.msi file.

Note: The DocGenServicesInstall-64bit.msi installation file will be located in the newly-created Installs folder.
Run the DocGenServicesInstall-64bit.msi installation file.
Click any of the checkboxes:
- Doc Gen Services Components
- Management Service
Accept all defaults and click Install.
Check the event logs to troubleshoot any database errors. See Appendix: Using Log Files.