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.