# 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 Expere.

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!)

Note: If performing an upgrade, steps 2 and 3 should have been completed as part of the initital installation; you do not need to repeat these steps.

1. 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: 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.
   Note: If configuring an environment with multiple servers to be load balanced, you must add the following properties to the `Transforms.xml` file:
   - ENABLE_ORGANIZATION_CACHE
2. Create a `ExpereRepository` folder; create the following folders inside `ExpereRepository`:
   - BuildContent
   - DeployedContent
   - DeployedERLContent
   - Temp
   - Uploads
3. Share `ExpereRepository` folder with the accounts running DocGenServiceHost and Manangement.
4. In the `DGS-InitialTransformKit` file, change `MsiTransform.exe-rename` to `MsiTransform.exe`.
5. 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.
6. Run the .msi installation file.
7. Click any of the checkboxes:
   - Doc Gen Services Components
   - Management Service
   - Expere
   Note: Management Service should only be installed on one server
8. Accept all defaults and click Install.
9. 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.