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.
    If "Yes" is selected, 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. See Create an offline installation package for details.
    If "No" is selected, the installation process continues.
  5. Depending on whether ControlSuite is already installed on your system, or if you are performing a fresh installation, one of the following questionnaire screens opens.
    • ControlSuite is already installed on this system. What would you like to do?
    • Do you want to use the Install Assistant Wizard or manually configure the server?
  6. When asked ControlSuite is already installed on this system. What would you like to do? Select one of the following options and then click Next to continue.
    • Upgrade to a newer ControlSuite version or modify current installation. If you select to upgrade to a newer version or to modify a current installation, a Summary page opens listing the currently installed components. Click the Advanced link to modify the components to be installed.
    • Uninstall ControlSuite. 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.
      The Uninstall option only removes the ControlSuite components. Go to Uninstall ControlSuite to uninstall the components and remove configuration data from a previous installation.
  7. 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.
  8. 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.
  9. After installing ControlSuite, launch the Configuration Assistant.
  10. Click Get Started on the Welcome page.
  11. 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.

  12. 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.
  13. 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.
  14. 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 database. When successful, there is a green check-mark beside each item. Close the security framework window when done.

  15. 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.
  16. A Universal Print Integration page opens.
    1. Select one of the two registration options:
      • Register Azure Universal Print application at a later time. The Universal Print option will not be available until the Universal Print application is registered. Click Next to continue configuring ControlSuite without Universal Print. See Register the Universal Print application manually in Azure AD.
      • Register Azure Universal Print application now. You need a valid Azure subscription to register this option.
    2. If you select to register Azure Universal Print now, choose one of the following options and enter the required information:
      • I have already registered the Universal Print application on Azure portal and will be retrieving required information from the Azure portal.
        • Tenant Id - This is the GUID that refers to a single instance of Azure AD.
        • Client Secret - This is the string that the application uses to prove its identity when requesting a token.
        • Application Id - This is the GUID that uniquely identifies the application in the Microsoft identity platform. Click the Test button to ensure the ID is valid.
      • I will be registering the Universal Print application here using tenant and subscription IDs.
    3. If you select to register the Universal Print application here, click Open Azure portal to continue, sign in with your Azure AD credentials, and do the following:
      • Select Azure Active Directory and copy the Tenant ID.
      • Select Home > Subscriptions, and then select the active subscription for Universal Print to copy the Subscription Id.
    4. Return to Configuration Assistant. The Tenant Id and Subscription Id fields should be pre-populated. Enter the Client Secret and click the Register button to register this in Azure AD.
      • Tenant Id - This is the GUID that refers to a single instance of Azure AD.
      • Subscription Id - This is the GUID that links to your Azure account.
      • Client Secret - This is the string that the application uses to prove its identity when requesting a token.
      • Application Name - This is the user-facing display name of the application. For example, ControlSuite.
      • Application Id - This is the GUID that uniquely identifies the application in the Microsoft identity platform. Click the Test button to ensure the ID is valid.
    An Azure Universal Print Application Registration window shows the configuration status. Close the window when done, and click Next.
  17. 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.
  18. A Licensing page opens displaying the License Server location and Server ID. Click Next to continue.
  19. An Identity Provider page opens to set the Azure Active Directory (AD) connection parameters.
    A Load Identity Provider Configuration window opens to load and display the current identity provider configuration. When successful, there is a green check-mark beside each item. Close the window when done.
    1. Select the Configure Azure AD for ControlSuite checkbox and enter the required information.
      • Discovery endpoint URL: The discovery endpoint can be used to retrieve metadata about your Identity Server. For example, "https://login.microsoftonline.com/(tenant)/v2.0".
      • Application ID: The application ID is created when ControlSuite is registered in Azure AD. This GUID uniquely identifies the application in the Microsoft identity platform.
      • Client secret: This is the string that the application uses to prove its identity when requesting a token.
      • Domain name: The domain name is populated after validating the registration.
      • Administrative role: This is the name of the Azure AD application role needed for administrative permissions in ControlSuite. The acquired Azure AD token can contain this value. It is set to 'ControlSuite.Admin', and it cannot be updated.
    2. Click the Validate registration button to try to connect to the configured Azure AD tenant and check the required permissions. A Validate Azure AD Configuration window shows the progress. Close the window when done.
    3. Click the Update registration button to re-validate the connection parameters.
    4. Click Apply.

    If the connection parameters are validated, press the Apply/Next button to save the parameters. A Save Identity Provider Configuration window shows the progress. Close the window when done.

  20. 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.
  21. 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.
  22. 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.