› Install and Configure ControlSuite › Installing ControlSuite › Equitrac installation overview › Add Equitrac server components to an existing Equitrac environment

Add Equitrac server components to an existing Equitrac environment

Use the following to add Equitrac DCE and DRE services on a new Print Server, and then attach them to an existing Equitrac CAS.
  1. Run the InstallAssistant application.
  2. Click Get Started on the Welcome page.
  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.
  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. See Create an offline installation package for details.
    If "No" is selected, the installation process continues.
  5. When asked ControlSuite is already installed on this system. Would you like to uninstall ControlSuite? Select No if you plan to upgrade. select Yes or No and then click Next to continue.
    If "Yes" is selected, all ControlSuite components are uninstalled and removed from the server. Click Yes on the popup message to uninstall ControlSuite and to continue with the installation.
    Select "No" to continue with the installation without uninstalling ControlSuite.
  6. On the Questionnaire page asking Do you want to use the Install Assistant Wizard or manually configure the server? select Manually Configure and click Next.
  7. An Advanced page opens displaying the available installable ControlSuite components. Select the Equitrac Print Server and the Equitrac Session Control checkboxes from the Equitrac section and click Next to continue.
  8. After installing ControlSuite, launch the Configuration Assistant.
  9. Click Get Started on the Welcome page.
  10. A Databases page opens displaying the installed components, database instances and database names.

    The green checkmark beside the component indicates that the database is configured correctly. The red warning means that a particular configuration setting is not valid, and the database information must be updated before the configuration can continue. When the databases are validated, click Next to continue.

    To modify a database, click the Edit icon beside its name to open the Configure Component window, and select a Database Type.

    A Running Database Scripts window opens to locate and connect to the selected databases. When successful, there is a green check-mark beside each item. Close the database script window when done. A red 'x' indicates that a the database was not setup properly.

  11. A Certificate Management page opens displaying the list of certificates associated with each component.
    1. Click Next. A Binding Ports window opens updating the IIS certificates. When successful, there is a green check-mark beside each item. Close the binding ports window when done.
    2. Click Next to continue.
  12. A Core Services page opens with a list of the installed core services, along with their service credentials, startup type and current status. Click Next to continue.
  13. An Authentication & Security page opens where you enter your Security Framework credentials and connections.
    1. Select the Connect to an Existing Server check box.
    2. Remote Host Address - Enter the Equitrac CAS server address.
    3. Port - use the 8181 default Security Framework port.
    4. Admin Username and Password - These are the security admin credentials associated with the Security Framework Service.
    5. Click Login.
    6. Datacenter Hostname is pre-populated with the name created in the previous screen.
    7. Datacenter name - The datacenter is where one or more Security Framework Services are running. The drop-down list is populated with all available datacenters.
    8. Datacenter ID is auto-created when the Datacenter name was created.
    9. Click Apply and Next to continue.

    An Initializing Security Framework window opens to update the configuration and register the distributed database. When successful, there is a green check-mark beside each item. Close the security framework window when done.

  14. A CS Enrollment page opens where you enroll services into the Security Framework.
    • Select all the services that need to be enrolled. By default all servers need to be enrolled. Choose Enroll from the Choose drop-down list. Alternatively, you can select Enroll from the Action option to enroll one or more services at a time. The newly installed services may include any or all of the following: Device Management, Print Job Submission, Transform, Document Store, Print Job Management, Document Routing Engine and Device Control Engine.
    • An Enrolling pop-up shows the enrolling status. Close the enrolling window when done, and click Next.
  15. A Services page opens with a list of the installed services, along with their service credentials, startup type and current status.
    Do not start any service until it is configured.
    1. Select Configure under the Actions icon for that service.
    2. Enter the FQDN or IP address of the master Equitrac CAS machine and click Test Connection and OK to continue.
    3. Under Service Credentials, click any one of the LocalSystem links.
      • Define the service account running all Equitrac Services, click Test Credentials, and OK to continue.
    4. Click the next LocalSystem link. The credentials are retained. Click OK.
    5. Repeat until all services are configured to run using the same service account.
    6. Once all the credentials have been provided, Start all the services, and click Next.
    7. When all services are started, click Close twice.
  16. A Licensing page opens displaying the License Server location and Server ID. Click Next to continue.
  17. A System Administrators page opens displaying the configured administrators. Click Next to continue. You can click the Edit icon beside administrator if you want to modify its settings.
  18. A Launch Applications page opens where you can launch any of the installed ControlSuite applications directly from the Configuration Assistant. Alternatively, you can use the Start menu to navigate to the appropriate ControlSuite product.
  19. Click Close to exit the Configuration Assistant.
Open Equitrac Web System Manager (https://CAS.address/EQWebClient), and verify the newly installed server appears under Diagnostics > Software.