Install ControlSuite for Equitrac

  1. Download the installer package (Web Installer or Offline Installer) and run the InstallAssistant application.
  2. On the Welcome page, click Get Started.
  3. A Questionnaire page opens asking Do you want to check for updated Install Assistant files?, select Yes or No and then click Next to continue.
    If you select Yes, any updated Install Assistant configuration files will be downloaded from the software download server. The files that require updating are not overwritten, and the system creates a backup file with a .bak extension for the older files. Once any updated files are downloaded, click OK on the popup message to continue with the installation.
    Select No to continue with the installation without checking for updates.
  4. When asked Do you want to create an offline installer package? select Yes or No and then click Next to continue.
    If Yes is selected, a Summary page opens with Offline installer package location field and the package name. Click Next to continue. The Install Assistant will download all ControlSuite component installers and create an offline installer package, but will not install ControlSuite. The Results page opens displaying that the offline installer package was successfully created. Click Finish to continue.
    If No is selected, the installation process continues.
  5. A Questionnaire page opens asking Do you want to use the Install Assistant Wizard or manually configure the server?. Select Use the Install Assistant Wizard (recommended) and click Next.
  6. When asked What software do you want to install on this server?, select Equitrac print management and click Next.
  7. When asked Are you installing Equitrac in a production environment or do you want to build a demo or POC server?, select I am building Equitrac in a production environment and click Next.
  8. When asked Will this be your primary Equitrac Core Accounting Server (CAS)?, select one of the following options and click Next:
    • Yes, this will be my primary Equitrac Core Accounting Server (CAS): Select this option to install the Equitrac core configuration, authentication, and accounting features.
    • No, this server will host Equitrac print management capabilities: Select this option if you already have a primary Equitrac server, but want to add other print capabilities to this server.
  9. When asked What additional Equitrac print management capabilities will this server support?, select any or all of the following options and click Next:
    • Print Server (DRE)
    • MFP Device Support
    • Web-based System Manager
    • Device Monitoring (DME)
    • Device Control (DCS)
    • Equitrac Configuration and Reporting Utilities
    • Reporting/Secondary CAS Server
  10. When asked Which Capture functionality do you want to install?, select one of the following options and click Next:
    • Enhanced Capture powered by AutoStore
    • I do not want to install Capture functionality on this server
  11. When asked Will this server be used to support mobile devices?, select Yes or No and click Next.
  12. When asked Which of the following ControlSuite shared services or tools would you like to install on this server?, select any or all of the following options and click Next:
    • License Server - This is required on at least one ControlSuite server to enable and enforce licensed entitlements.
    • Security Framework - This is required on at least one ControlSuite server to broker communication between ControlSuite components.
    • Device Registration - This option installs the Device Registration Service. This is required to register and configure MFP devices and to initialize and configure Mobile on MFPs.
    • Device Web Service (DWS) - This is required to support web-based MFP devices.
  13. A Summary page opens displaying the components to be installed and deployed in an Equitrac production environment. The components are grouped into their respective functionality. For example, ControlSuite contains Security Framework and Licensing, and Equitrac contains the required print management components. Click Next to continue.

    Click the Advanced link if you want to modify the components to be installed. At this point you can select additional components, but the previously selected components cannot be updated or modified. In order to modify pre-selected components, you need to go back and change your selection through the questionnaire. After any changes have been made click Save and Next to continue.

  14. A second Summary page opens with ControlSuite installer download options and the Installation location. The default location is C:\Program Files, or you can click Browse to select a different location. Click Next to continue.
    Select one or more of the following options, and then click Next to continue:
    • Force download of latest installers - Install Assistant verifies that the latest installers are currently on your system, and if they are not the latest, it downloads updated installers overriding the older files in the Installs folder. This is not required, and will increase the installation time.
    • Automatically continue with install once all required installers are available - Install Assistant verifies that the required installers are currently on your system and then continues with the installation. Any missing installers are automatically downloaded, but this option does not check if you have the latest versions of the installers on your system. Select this option and the "Force download of latest installers" option to ensure you have a complete up-to-date set of installers before proceeding.
    • Download only - will not check local system for prerequisites or install - Install Assistant downloads the selected components but does not check for prerequisites or install the selected components. Using this option allows customers to download the necessary MSIs and generate an offline installer package that can then be distributed and installed within an offline deployment. When this option is selected, Install Assistant proceeds directly to the Results page displaying a "Successfully downloaded selected components" message. Click Finish when done.
    Note: When no options are selected, Install Assistant downloads any missing selected components, and then displays a message stating "All selected components are downloaded. Continue with install?" If you select Yes, the installation continues. If you select No, Install Assistant proceeds directly to the Results page displaying a "Successfully downloaded selected components" message. Click Finish when done.
    Note: When the "Download only" option is selected, the "Automatically continue with install" option and the Installation location field are disabled (grayed-out), and the installation process is not available.

    If installing the Web Installer package, which only contains the Install assistant, the installers for the services selected in the Questionnaire will be downloaded and will populate the Install folder of the Web Installer package.

    If installing the Offline Installer package that contains all installers, it can be run locally on the server without an Internet connection. The Offline version contains every installer required for any possible installation setup, and not all installers may be needed for your deployment. As the files are being installed, the C:\Program Files\Nuance\<Product> folders are populated with the selected services.

  15. A Prerequisites page opens displaying the status of the system requirements needed to install and run the selected components.
    • A green check mark beside the feature indicates that the requirements have been met.
    • A red X means that a particular feature does not meet the minimum requirement and must be installed or updated before the installation can continue. Click the top level feature to show the list of required features in order to find what needs to be fixed. If available, click the link beside the software that needs to be installed. When selected, the website with the required software opens and you can download and install the required component.
    • A yellow caution means that the minimum requirements are met, but does not meet the preferred requirements to run with optimum results.
  16. An Install page opens, and the install starts automatically.

    During the install process, you can Cancel or Rollback the installation.

    • Cancel stops or pauses the install but does not remove already installed components. The previous selections are saved and administrators can re-run the install at a later date and continue where they left off.
    • Rollback stops the install and uninstalls any components that have been installed to that point.
  17. The Results page opens displaying that the installation was successful. Click Finish to continue. Optionally select the "Open Configuration Assistant" option to immediately configure ControlSuite. Clear this option if you want to only install ControlSuite and configure it at another time.
    Note: Do not restart the server until ControlSuite is configured.