Configuring Transforms.xml and creating/installing the Document Generation Services components

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

Before installing, verify the following:

You have created a new Document Generation Services database; see Create Databases with Creating Database Installation Wizard.
The user should be in administration on the server where DGS components will be installed.
User whose DGS account information exists in Transforms.xml would need to be added to Log On as a Service Security Policy.
Document Generation Services can run as either the Network Service account on a local machine or under an accont on your organization's local network (domain service account). Regardless of the account, it must have access to the following items:
- The path to the location of the ExpereRepository share
- The "docgen" database
- The AppSecurityTokenStore database
To enable the use of the service account, set the UseNetworkServiceAccount to "false" in the Transforms.xml file. Use the following settings:
- UseNetworkServiceAccount (ex. false)
- ACCOUNTDOMAIN (ex. NA)
- DOMAINACCOUNT (ex. DGS_SERVICE_ACNT)
- DOMAINACCOUNTPASSWORD (ex. Password123!)

In the Transforms.xml file located in DGS-InstallTransformKit, change all server names to the desired server name or URL. See Appendix: Sample Transforms.xml file for more information.

Note: Using "LONGTERMSQLSERVERHOSTNAME," name the archive database the same as the main database but append the word “archive” to the database name.
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
- Temp
- Uploads
Share ExpereRepository folder with the accounts running DocGenServiceHost and Manangement.
In the DGS-InitialTransformKit file, change MsiTransform.exe-rename to MsiTransform.exe.
Run the run.bat file to create the .msi file.

Note: The .msi installation file is named inside the Transforms.xml file and will be located in the newly-created Installs folder.
Run the .msi installation file.
Click any of the checkboxes:
- Doc Gen Services Components
- Management Service
Note: Management Service should only be installed on one server
Accept all defaults and click Install.
Check the event logs to troubleshoot any database errors. See Appendix: Using Log Files.

Note: You may receive a message stating that an issue exists with the Windows Installer package. Click OK and note that your installation was successful.