DSM Instructional – Installing your Server

This document covers the installation of your server in preparation to use DSM.

NOTE:  You will need ADMINISTRATOR ACCESS to your computer or network to install the Server portion of DSM.

 

The first thing you will need to know is what type of Windows Operating system you will be installing on.

DSMSQL works on Windows XP and Higher.  It also functions in a “Cloud Capacity” on numerous other devices but you must subscribe to the DSM CLOUD configuration to take advantage of these features.  If in a cloud capacity, then Peak Software is Hosting your data and you should ignore this document.

 

 WINDOWS INSTALLATION:  (LOCAL SERVER WITHOUT Microsoft SQL Server installed)

To find out, right click “my computer” or “computer” and choose Properties.

 

On windows Vista & later, it says it on the main screen as seen below

Other operating systems may vary.  If you are unsure, consult your IT staff to find out which type you have.

 

Next, obtain the proper setup file from www.dsm-software.com/support/

There are 32 BIT and 64 BIT installation files in the DOWNLOADS link.

Alternately, you may get them here:

www.dsm-software.com/downloads/DSMSQLClientSetup32.zip  (32 bit)

www.dsm-software.com/downloads/DSMSQLClientSetup64.zip  (64 bit)

Once you’ve downloaded the proper files, put them aside for now. 

 

GET MICROSOFT SQL SERVER EXPRESS (it’s free)

Go to www.microsoft.com and search for “sql server express 2008 r2 with tools,” it should bring up a few options.

Find this package located here:  http://www.microsoft.com/en-us/download/details.aspx?id=23650 and download the appropriate version for your server. 

Once downloaded, you will run the install as ADMINISTRATOR.  Basically take all the defaults but the most important things to remember are:

1.       Install as administrator

2.       Install in MIXED MODE

3.       SA password should be “dsm$QL13”

4.       Make sure TCP/IP is enabled

5.       Firewall (if any) allows connections in & out on port 1433

6.       30 minutes minimum to install

***ADVANCED INSTRUCTIONS FOR MSSQL SETUP WILL APPEAR HERE SHORTLY***

 

 

Create Shares for the stored docments: (users should have full access)

1.       BACKUPS (location of the backup files)

2.       DOCS (location of the scanned documents)

 

 

Install the DSM CLIENT:

Right click the installation file and Run as ADMINISTRATOR.  You must run this as the administrator for the proper support files to be installed.

Once setup is running, click NEXT 3 times.  If it needs to install other support files, it will do so AUTOMATICALLY.

When finished, simply CLICK FINISH.

 

Next, you need to set the proper rights on your computer to access DSM. This is required to use DSM.  You may have to have an ADMINISTRATOR do this for you.

Go to your computer and locate the C:\PROGRAM FILES\PEAK SOFTWARE SYSTEMS\  Folder.  Right Click and go to properties.

NOTE:  If a 64bit machine, replace C:\PROGRAM FILES\PEAK SOFTWARE SYSTEMS\  with  C:\PROGRAM FILES (x86)\PEAK SOFTWARE SYSTEMS\ 

On the properties window, click the SECURITY TAB:

Set the rights as shown here.  This is required to use DSM.

Once these rights have been set, find the new DSM ICON on your Desktop and double click it.

 

You will see the following screen:

Normally SUPPORT will have given you this information but if you need to get it, you can always find out by looking at another computer that functions with DSM.  To find that on another computer, go to C:\PROGRAM FILES\PEAK SOFTWARE SYSTEMS\    (or X86 if 64 bit) and find the file called CONNECT.EXE

Double click it and it will bring up the settings used.  Simply write them down and bring them over to your new installation.

On rare occasions, you may have to provide more advanced settings depending on your system.  If this is necessary, click the Advanced settings button and you will see the following screen.

NOTE:  The password can only be given by a system administrator or a support agent at Peak Software System, Inc.

 Once you have the correct settings in place, click “Test Connection,” and you should see this;

If successful, simply click ok, then OK again.

 

Launch DSM again and you will see a LOGIN SCREEN.  Simply log in and you’re on your way. J

 

End of document.