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Installation Guide

ECMS Server

Version 10.1

(C) Epiance Software, 2020. All rights reserved. As per The Copyright Act 1957, no part of this document may
be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording,
or other electronic or mechanical methods, without the prior written permission of the Epiance, except in
the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted
by copyright law. For permission requests, write to the Epiance Software Pvt. Ltd.
Installation Guide for Epiplex500
ECMS Server

Table of Contents
Introduction................................................................................................................................................................................................. 4

Installation of ECMS Server................................................................................................................................................................... 4

System Requirements ......................................................................................................................................................... 4


Installation Procedure............................................................................................................................................................................. 5

Primary ECMS Server .......................................................................................................................................................... 5


ECMS Database Configuration ............................................................................................................................................................. 5

Setup ............................................................................................................................................................................................... 7
Upgrade ......................................................................................................................................................................................... 8
License Activation ..................................................................................................................................................................... 9
Installation through Maintenance Mode ....................................................................................................................................... 11

Procedure.......................................................................................................................................................................................... 11
Secure Connections ................................................................................................................................................................................ 12

Un-Installation .......................................................................................................................................................................................... 13

Contact Information ............................................................................................................................................................................... 14

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Installation Guide for Epiplex500
ECMS Server

Table of Figures
Figure 1 – Web Configuration File...................................................................................................................................................... 6
Figure 2 - IIS Manager ............................................................................................................................................................................. 6
Figure 3 – Setup Key................................................................................................................................................................................. 7
Figure 4 – Setup ECMS/EpiTracker ................................................................................................................................................... 7
Figure 5 – Secondary Server ................................................................................................................................................................. 8
Figure 6 – Upgrade ECMS/EpiTracker ............................................................................................................................................. 9
Figure 7 – License Key............................................................................................................................................................................. 9
Figure 8 – ECMS License Management ........................................................................................................................................... 10
Figure 9 – ECMS Login Credential .................................................................................................................................................... 10
Figure 10 – Activate Confirmation ................................................................................................................................................... 10
Figure 11 – ECMS web.config file with Secure Channel........................................................................................................... 12
Figure 12 - Secured Cookie.................................................................................................................................................................. 12
Figure 13 - Password Settings............................................................................................................................................................ 12

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Installation Guide for Epiplex500
ECMS Server

ECMS Server

Introduction
The ECMS Server installation guide provides you the instructions to manually install and configure the ECMS on a
web server. It also provides the details about the hardware and software requirements.
All the necessary files and resources for installation are provided to you electronically. You need to download
the media from the URL provided to you and then install the product.
The ECMS manual contains:
• The system requirements for the ECMS Server installation, refer to the section System Requirements for
details.
• The installation procedure, refer to the section Installation Procedure.
• How to configure the database; refer to the ECMS Database Configuration.
• The un-installation procedure, refer to the section Un-Installation for details.
• In case you have installed only a few components in any of the Epiplex500 Enterprise products and need
to install the other components, you need to refer to the section Installation through Maintenance
Mode.
• After installation, refer to the document, Getting Started Guide for more information on how to use the
products.
• For more details, please contact Epiplex500 Enterprise’s Customer support at
epiplexsupport@epiance.com.

Installation of ECMS Server


The on-screen wizard assist you through the installation process. You need to ensure that you have the required
hardware and software before you install the product. Before you configure the Epiplex500 ECMS Server setup,
verify that Microsoft Internet Information Server (IIS) is installed on your Windows server.
For more information on IIS, see Microsoft Servers at: https://www.microsoft.com/servers.

System Requirements

This section lists both the hardware and software system requirements for installing the ECMS server.
The minimum hardware requirements for the installation are as follows:

Hardware Requirements:
Component Requirements

Processor 2 x Quad Core Intel Xeon (3.00GHz, 4 MB L2


Cache)
Memory 8 GB RAM
Disk Space for Installation Space required for the installation program: 250
GB

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Installation Guide for Epiplex500
ECMS Server

The recommended environment requirements are as follows:

Component Requirement
Supported Operating Systems Certified: Microsoft Windows server 2012 R2
Browser Microsoft Internet Explorer 11.0 and above, Google
Chrome and Mozilla Firefox.
Note: Look and feel of the application may differ on an Internet
explorer and Microsoft edge browser when compared to other
browsers.
Database
• Certified: Microsoft SQL Server
• Tested for: SQL 2016 and 2017
IIS Version IIS Version Certified: 7.0 and above
.NET Framework 3.5 or above.

Note:
• It is advisable to have the database on different server. This is not required in the case of a powerful
server.
• Windows and Database authentication is supported.
• The installation program changes the server settings.
• The system requirement for the ECMS Content Server is same as that of the ECMS Primary Server
except for the database configuration where the setup is not needed for it.

Installation Procedure
The on-screen wizard takes you through the ECMS Server installation process. The ECMS Server supports
MySQL, MS-SQL and Oracle databases. To store all the ECMS Server files, Epiplex500 Web site and a virtual
directory are created.

Primary ECMS Server

The steps to install the Primary ECMS Server are:


• Download the media from the URL provided to you through the license e-mail.
Note: All the necessary files and resources for installation are provided to you electronically.
• Run the Epiplex500 ECMS exe file and follow the installation wizard.
• Welcome Screen of the Epiplex500 ECMS Server setup wizard will appears after initialization.
• Click Next to Proceed installation.
Note: The installation may stall at this point if the server does not meet the prerequisites or the
system requirements.
• Accept the License agreement to continue installation.
• Click 'Next' to install the program. During the installation the ECMS website configuration window
will appear.
• Click 'Configure' to configure the ECMS website.
• Once the website configuration is completed, the installation complete message will be displayed.
• Click 'OK' on the Installation Complete Message.
• To configure the database, refer ECMS Database Configuration.
ECMS Database Configuration
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Installation Guide for Epiplex500
ECMS Server

Web features of ECMS database Configuration:


• Setup
• Upgrade
• License Activation

Before using defined web features, the user has to set 6 digit numerical key by using a web configuration file.
Steps to be followed:
• Navigate to ECMS Server folder or follow below mentioned path.
(Installation Path\Server\ECMS)
• Open Web config file.
• Navigate to appSettings and enter 6 digit key under value code for the particular web feature and save
the details.

Figure 1 – Web Configuration File

• Open IIS Manager and navigate to Epiplex500 → ECMS → Admin, to open web application.

Figure 2 - IIS Manager

• Select the web application folder, right click to display IIS options and select Browse under Manage
Folder. Web application displays on screen.
• Enter the created key under Setup Key/Upgrade Key field and click on Verify.
Note: If you have not defined Setup/Upgrade key, an error message ‘’you are not authorized to use this
page’’ appears on the web page.
Below are instructions and steps for using individually web features.

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Installation Guide for Epiplex500
ECMS Server

Setup

Steps to be followed for Setup ECMS/EpiTracker:


• Open a Setup web page from IIS Manager by using above mentioned instructions.

Figure 3 – Setup Key

• Enter the created key details on Setup Key field and click on Verify. Setup ECMS/EpiTracker
appear on screen.

Figure 4 – Setup ECMS/EpiTracker

• Select the radio button of Primary or Secondary Server as per setup requirements and follow the
steps:

Primary Server
• If the Primary Server has selected, select Database Type from the drop down list.
• Enter the database name on a particular field.

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Installation Guide for Epiplex500
ECMS Server

• Enter the server name (DB Server) in the Server Name field and select Authentication Type from
drop down list.
• In Database Authentication Details section, you need to provide database login credentials by
entering the User Name and Password in respective fields.
• Select check box of Skip Database Creation and Skip Table/Procedure Creation, if required.
• In System Admin Details for ECMS/EpiTracker section, you have to provide login details for
System Admin.
• Enter the User Name, Password, Confirm Password and Email address on respective fields.
• Click on Configure for ECMS/EpiTracker setup. A confirmation message displayed on screen.

Secondary Server
• Select radio button of Secondary Server, if you want to setup ECMS for Secondary Server.
• Setup ECMS/EpiTracker for Secondary Server display on screen.

Figure 5 – Secondary Server

• Enter Primary Server URL on field and click on Configure. A confirmation message displayed on
screen.

Upgrade

User can Upgrade ECMS/EpiTracker by using Upgrade web features with a single click. This Upgradation
setting is available for 9.0.827 and above version media.
Steps to be followed to Upgrade ECMS/EpiTracker:
• Open an Upgrade web page from IIS Manager by using above mentioned instructions.
• Enter the created key details on Upgrade Key field and click on Verify. An Upgrade confirmation
message displayed on screen.

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Installation Guide for Epiplex500
ECMS Server

Figure 6 – Upgrade ECMS/EpiTracker

Note:
• Install the latest media files, before upgrade ECMS/EpiTracker.
• The users, using below 9.0.827 version of media, need to copy <add key="upgradekey"
value=""/> code in the Web Configure file and continue the upgrade process.

License Activation

The below mentioned process should be completed, before processing for ECMS License Activation:
• Installation of ECMS media.
• Configuration of the ECMS database.

Follow the steps for ECMS License Activation:


• Navigate to ECMS Server folder or follow below mentioned path.
(C:\Program Files (x86)\Epiplex500\epiplex\Server\ECMS\web)
Note: User needs to set 6 digit license key by using a web configuration file.
• Open the Web file in ‘’Notepad ++’’ application.
• Navigate to appSettings → LicenseKey node and enter 6 digit license key under value code and
save the details.

Figure 7 – License Key

• Open IIS Manager and navigate to Epiplex500 → ECMS → Admin, to activate ECMS License.
• Select the License folder, right click to display IIS options and select Browse under Manage
Folder. ECMS License Management displays on screen.

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Installation Guide for Epiplex500
ECMS Server

• Enter the created key under License Key field and click on Verify.
• Note: If you have not defined license key, an error message ‘You are not authorized to use this
page’ appears on the web page.

Figure 8 – ECMS License Management

• Enter user name and access key in respective fields, which is created by the License Server
(ELMS).

Figure 9 – ECMS Login Credential

• Click Activate, the activated ECMS license information display on screen.

Figure 10 – Activate Confirmation

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Installation Guide for Epiplex500
ECMS Server

Requirements
For 64bit application it is recommended to register HardwareID.dll.
Follow the steps to use HardwareID.dll:
C:\Program Files (x86)\Epiplex500\epiplex\Server\ECMS\bin\HardwareDetails.exe
• To register the HadwareDetails.exe, open command prompt
<exe path>\HadwareDetails.exe /registerserver (/unregisterserver [for unregister])
Note: For 32 bit application, no extra settings required.

Installation through Maintenance Mode


This mode of installation is available when you have already installed the ECMS server on your system. You may
choose to either repair to overwrite the existing components or remove a component that you do not require.

Procedure

The steps to install ECMS in Maintenance mode are:


• Run the Epiplex500 ECMS 10.1.exe file from the folder where you have installed the ECMS server.
While initializing, setup checks for the installed components. On completion of the initialization
process, the Epiplex500 Maintenance screen appears.
• Select one of the following options:
• Repair to overwrite the components that are already present on your computer.
• Remove to remove all the installed components from your computer. You can also uninstall
the components using your Add/Remove program.

• Click Next. The wizard prompts you to begin the installation.


Note:
• If you have selected the Repair option, setup reinstalls the required file.
• If you have selected the Remove option, then a message box confirming un-installation comes
up. Click Yes to remove all the components from your computer.

• Click Install. The Install shield wizard starts installing the Epiplex500 ECMS Server.
• The installation complete screen is displayed, when all the components are installed. Click Finish to
complete the setup.

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Installation Guide for Epiplex500
ECMS Server

Secure Connections
Follow the below steps:
• For the secure version of ECMS, It is always recommended to configure the server to the HTTPS
protocol.
• After configuring the server to HTTPS channel, uncomment the secured proxy in ECMS web.config file.

Figure 11 – ECMS web.config file with Secure Channel

• For secured cookie, uncomment the ‘’httpCookies requireSSL="true".

Figure 12 - Secured Cookie

• For password related settings, enable "ETPwdPolicy" for admin login and "CPwdPolicy" for end user
login.

Figure 13 - Password Settings

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Installation Guide for Epiplex500
ECMS Server

Un-Installation
You can uninstall the ECMS Server from your computer using the Add/Remove Program to remove all the
components from your computer.
Note: You must be logged on as an administrator or a member of the Administrators group to the uninstall
ECMS Server using the Add/Remove Hardware wizard in Control Panel. If your computer is connected to a
network, the network policy settings may also prevent you from uninstalling ECMS Server.
The steps to uninstall the ECMS server are:
• Click Start, point to Settings and then click Control Panel.
• Open Add/Remove Programs in the Control Panel.
• Select the ECMS Server entry.
• Click Remove. The setup initializes and the selected program is uninstalled.
Note: After you uninstall the ECMS server, you must restart the computer.

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Installation Guide for Epiplex500
ECMS Server

Contact Information
You can contact our customer support or technical support for any further queries, suggestions and feedback
about epiplex500 product.
Note: Please refer to the online help files, in case you need more assistance in each of the epiplex500 modules.

Customer Support:
Visit us online at https://epiplex500.com
Email us at epiplexsupport@epiance.com

Technical Support: (Helpline Number)

Epiance India/Asia Pacific Epiance Middle East/South Africa


+91 80 4178 5045 +27 105 009 785

Epiance Europe Epiance America


+44 203 514 0620 +16 46 568 6207

Epiance Software Pvt. Ltd About Epiance


Corporate Headquarters:
Epiance is the leading provider of enterprise software that helps companies manage their IT
Epiance Software Pvt. Ltd
driven business process transformations successfully. Our products deliver a combination of
Maruthi Towers, 9th ‘B’ Main,
learning, performance support and process improvement capabilities that de-risk business
Ex-Chairman Layout, Banaswadi Main Road, change and increase productivity and performance.
Bangalore – 560043, India
Tel: +91 80 4178 5000 The copyright/trademarks of all products referenced herein are held by their respective
companies.

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