Safeq Installation Guide

[Victorio Galindo]

Thispage describes how to use the interactive installer to perform a basic YSoft SafeQ Management Server installation.All nodes of the YSoft SafeQ Management Server cluster have to be in the same timezoneUsage of a bundled PostgreSQL database (which is located on the first node) is not recommended for a Management Server cluster.Please note that in case the embedded PostgreSQL database is used in a time zone other than GMT, the following workaround to the known limitation must be applied.Configuring the PostgreSQL Time Zone for Correct Print Job and Report DataStandard installationObtain and run installation file management-installer.exe. Once you have the file and the server is ready for installation, you can begin YSoft SafeQ Management Server installation.In order to install YSoft SafeQ Management Server, this file is required. It contains everything necessary for installing a fully functional YSoft SafeQ Management Server.Select a language that will be used for the installation process.

Close all other applications to avoid issues with updating the relevant system files.

The next screen displays full license terms and conditions, which you should read and consider before moving forward. Click I Agree and install the product or Cancel to abort the installation.After you accept the license agreement, the installer runs a pre-installation check. This procedure checks several conditions and determines if the server meets all requirements for YSoft SafeQ Management Server installation.If any of these conditions are not met, they will be displayed in either the Show warnings or Show problems area, depending on their severity. If there are warnings, installation can continue. If there are problems, installation cannot continue. If any warnings or problems are indicated, review the warnings and resolve the problems, then continue.The conditions the installer checks are:The correct version of WindowsThe user installing YSoft SafeQ Management Server has administrator rightsAll required ports are open and freeEnough available system memoryPresence of a previous version of YSoft SafeQ Management Server

You now have the option to select your own installation location. You can install YSoft SafeQ Management Server anywhere other than a UNC path or the root folder of the drive.The installer now displays YSoft SafeQ Management Server installation settings.

To use the default installation settings:Accept the default YSoft SafeQ Management Server installation folder, database engine, and IP address. Please see the warning about using the embedded PostgreSQL in the non-GMT time zone at the top of the page as this database engine is used as the default.To use values other than the default ones:CheckI want to customize my YSoft SafeQ installation; then go to section Customized installation or adding/replacing node for more information.

If you chose the default installation, the installer displays the account name and password for the database. The password is automatically copied to the clipboard. Save this password to a safe place so that you can either use it when you need it or change it if you want.Click OK.The installer begins to copy all the files required by YSoft SafeQ Management Server and the database system you chose to the selected destination folder on the server. In case you wish to see the detailed installation progress, press the Show details button (or D key).

The last page of the wizard informs you about the results of the installation process and gives you the option to display the YSoft SafeQ management interface.

Click Finish when you are ready to close the installation wizard.Customized installation or adding/replacing nodeIf you wish to use values other than the default settings, check I want to customize my YSoft SafeQ Management Server installation.

You can select which node you want to install.If you want to install a single YSoft SafeQ Management Server installation or the first node of a YSoft SafeQ Management Server cluster and continue by clicking Next.

For multiple YSoft SafeQ 6 installations on one MSSQL server, using one MSSQL instance for each YSoft SafeQ 6 installation is required, as this will prevent overwriting of database users and will keep both installations separated.If you want to add a node to an existing cluster, select Add or replace a node in an existing YSoft SafeQ Management Server cluster, enter Cluster master node IP address, click Retrieve node list. If a successful connection is established proceed by clicking Next. The database will be shared among cluster nodes so the next page is described in step 5.Note that it is necessary to restart other cluster nodes after the successful installation in order to refresh their cluster server list.

Choose the database that will be used by YSoft SafeQ Management Server:Database type:

the default Embedded PostgreSQL 11Use an existing external database server which you can choose if you already have MS SQL or PostgreSQL database (check supported versions) with enough capacity to hold the YSoft SafeQ Management Server database.Database deployment scenario:the default single database for production and the warehouseseparate database for production and the warehouse (on a single DBMS)standalone database for the warehouse (on a separate DBMS)Database setup

In the case of the Embedded PostgreSQL Server, you must specify a password for the database user.Passwords must be entered twice to avoid a problem with a potential typo.You can use Generate password button to generate the password for the database user. On button click, the password is generated and copied to the clipboard.Please see the warning about using the embedded PostgreSQL database engine in the non-GMT time zone at the top of the page.

In the case of an External database you must specify information about the connection to the database.

In the case of a Single database for the production and data warehouse, you must enter the name for the YSoft SafeQ Management Server database.

If the database does not exist, a popup will appear asking whether you want to create it. To proceed to click Yes, t he installation guide uses the provided database account to automate most of the database-related installation tasks (the creation of databases, database schemes, tables, etc.)The database name should not contain special characters or white spaces.The database name will be used as a base for IMS database name using this format: _IMSIn the case of Separate databases for the production and data warehouse (on a single database-management system).You must enter the name for the YSoft SafeQ Management Server production database.

The database name will be used as a base for IMS database name using this format: _IMSYou must enter the name for the YSoft SafeQ Management Server data warehouse database.

In the case of a Standalone database for the data warehouse (on a separate database-management system).You must specify the production database connection information.

In the case of a standalone data warehouse deployment scenario, Database server hostname / IP address should not be entered as a local loopback address (i.e. localhost or 127.0.0.1). If a local loopback address is entered, the installer will automatically change the value to the IP address of the YSoft SafeQ Management Service chosen in the previous step.You must specify data warehouse database connection information.

You must also enter the names of the YSoft SafeQ Management Server production and data warehouse databases.If you are installing an additional node to a Management Service cluster you have to enter the IP address of a primary node and provide a configuration file from an existing Management Service node.When using Enhanced Password Protection

In case the Enhanced Password Protection feature is used, the encryption key must be copied from the primary node to the node where the installation is taking place and it must be placed on the same location as on the primary node (the location that is in the configuration file).See the Using enhanced password protection with Management cluster section of the Setup and Configuration of the Enhanced Password Protection page for more details.

Infrastructure service configuration

This document enables you to install YSoft SafeQ quickly and easily and helps you configure the basic settings.If you require further details, check the full official documentation. The official documentation has clearly defined installation sections and configuration options are discussed in a greater level of detail.What You Get When You Download YSoft SafeQWhen you download the YSoft SafeQ package, you get everything you need to install the system. The package also includes important tools and standalone applications that can help you configure and troubleshoot YSoft SafeQ, as well as documentation that provides both basic and detailed information about various aspects of the system.Installing YSoft SafeQ - PrerequisitesOnce you have the YSoft SafeQ installation package, you can begin the installation. However, to make sure your installation is successful, before you begin, consider the following important preliminary requirements:A physical or virtual server must be available, dedicated for the YSoft SafeQ system, that meets the requirements to support YSoft SafeQ functions.All Windows security and optional updates must be installed.MFDs and other printers that will be used with YSoft SafeQ must be configured and connected to the network, and the associated required print drivers and hardware components (for example, terminals or network readers) must be available.If you plan to integrate YSoft SafeQ with a User Domain such as Active Directory, Novell, or OpenLDAP, make sure you have all required information, especially domain controller access/connection information and an FDQN user directory.Make sure you have a valid, new activation key.The activation key is hardware-bound and once used, cannot be reused by a different computer.When you are sure your system meets all the prerequisites, you can begin YSoft SafeQ installation. With the interactive installer, all you need to do is to run the installation file and follow the steps in the installation wizard.Installing YSoft SafeQYSoft SafeQ 6 generally comes bundled in a self-installing package that sets up a YSoft SafeQ server in your environment. The installer provides several installation scenarios that differ from each other depending on what type of server you are installing, and how it fits your solution design or server landscape. Many installer settings are pre-configured to default values that are enough for a typical YSoft SafeQ installation.First Server - includes everything you need to use all YSoft SafeQ core featuresSite Server - the server dedicated to the printing and scanning features on a site connected to management serverManagement Server cluster node - multiple management servers can together form a clusterEach scenario has some optional features that can be chosen to enlarge your YSoft SafeQ feature set but are not vital for YSoft SafeQ core features like printing and scanning to work.YSoft SafeQ Payment SystemYSoft SafeQ Mobile Print ServerEnable the spooling of jobs on this serverYSoft SafeQ comes with a bundled PostgreSQL database that is pre-configured for optimal performance and security. External PostgreSQL and MSSQL database backends can also be used.Installation ProcedureThe installer provides a straightforward wizard-like user interface that guides you through the installation process. During the sequence of installation pages, you will be asked about the various setup aspects of your YSoft SafeQ solution.Choose LanguageThe installer is localized to a wide range of languages. Select the language you wish the installer to communicate with you in.Welcome PageClick NEXT to continueLicense AgreementClick I Agree to continue.Server EnvironmentThe option First server will guide you through the installation process of Management Server. This is the foundation on which every YSoft SafeQ 6 solution is based. For small or mid-size installations, you probably will not need any additional servers. This guide will show you, step by step, how to install this scenario.

The option Other servers offers the deployment of additional servers that can connect to Management Server and provide features that large or enterprise environments can benefit from.Optional FeaturesInstall payment system features - If ticked, YSoft SafeQ Payment System will be installed.Install mobile print server features - If ticked, Mobile Print Server will be installed.

Install spooling features - If ticked, YSoft SafeQ will start spooling jobs on this server.

Additional setup needed

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