Pre-Installation:

Please be sure to complete steps in article KB 1367- Preparation Before Upgrading the SES server before starting.
Confirm that there’s no other software installations are running.
Download and Save the SES installation files to the SES Server local hard drive. eg. c:/ [folder name]
Review the product release notes from: https://www.winmagic.com/support/release-notes
Review KB 1744 - How To Obtain And Use The License Key Validation Tool [step may be OPTIONAL]
Stopping SDConnex/AD sync services:

Launch SecureDoc Services Configuration

For SDConnex:

Select SDConnex Service
Right-Click on WinMagic.SecureDoc.SDConnex
Click on Stop
Right click then, select Stop.

For AD Sync:

Select AD Sync Service
Right-Click on WinMagic.SecureDoc.AdSync.Service
Click on Stop
Right click then, select Stop.

pic1

SES Server Installation steps:

Run the saved SES installation .Exe file (Run as Admin) and follow the Installation Wizard.

pic2

Pic3

Refer to Step 5 in Preinstallation and click OK to continue.

Pic4

Click Next to Continue

Pic5

Check "I accept the terms in the license agreement" then click NEXT.

Pic6

Enter the User Name/Organization info

then click NEXT.

pic7

You can Select which features to install. Normally the default values are all 3.

If most cases, the default installation path is acceptable.

Click on Next. Otherwise click on Change… icon to change installation path.

Pic8

Verify the Server name & Port number which will be used for SD Web, or change if needed

Click on NEXT once information has been entered.

Pic9

You will see dialogue Ready to Install the Program.

Click on Install.

Pic10 pic11

SecureDoc will now begin process of installation which will take several minutes to complete.

If the installation process was successful, you will be presented with dialogue window indicating successful completion.
- - If successful, you can Click on FINISH button to complete the installation wizard.

Pic12

You should be presented with dialogue window prompting restart required to complete the install.
- - - Click on Yes to restart the Server.

Pic13

Post installation steps:

Launching SES Server Console and upgrading the database.

Launch SecureDoc Enterprise Server software and then login into the SES database.

Pic14

The <Key File Path> should be prepopulated with the last admin key file used.

This should be the Root Admin key file.

- - Enter the Password.
  - As this is an Upgrade ‘Automatically connect to the database last connected to’ should be checked.
  - Click on Login Key File.

Pic15

At this stage the new version of SES will be detected and should initiate a dialogue to start the upgrade process of the SES database. You will see dialogue window showing database upgrade will begin.

Click on OK to continue.

Pic16

Depending on your SQL settings, you may encounter a warning message regarding Full Text Search (may or may not appear). In the event it appears, click on Yes to continue.

Pic17

A Window dialogue prompt will appear regarding executing a backup of the database.

Pic18

Note:

If backup was not yet completed then, it would strongly be recommended to complete this step by clicking on Yes. Otherwise, if it was previously backed up prior to the upgrade, then you can click on NO and continue.

You will now see Database upgrade dialogue “Please wait while database is upgraded“.

This may take several minutes to complete…

Pic19

The Database upgrade portion is now complete. Click Ok to continue.

pic20

At this stage the SES Server Console will now open.

Completing Re-register of SDConnex, AD Sync and/or SD Web

Note: When an SES upgrades is performed, this will remove any previous Registration and configuration for SDConnex and ADSync.

Launch the SecureDoc Services Configuration program.

pic21

SDConnex Registration:

Select SDconnex Service and click on WinMagic.SecureDoc.SDConnex then click on Register

pic22

Select Network Service, Local System or Account: you will need to then specify the Domain\Username + password, confirm password

Note: For which selection you’ve chosen is further documented in KB 1367: Preparation Before Upgrading the SES server steps.

Click on Register.

pic23

Type in your Root admin key file password and click on Login.

pic24

If password is successfully entered, it should auto populate data in remaining sections of this tab. Please verify that the populated information is correct (it should previously match what there prior to the upgrade).

Note for SDWeb: If you are using SD Web, then you will need to add a checkmark next to SES Web Management Service and then Click on Apply.

pic25

If applicable, you will also want to check the Communication and Alerts Tab and confirm the settings match what was configured prior to upgrade as well. Make the necessary updates and then click on Apply to save these changes.

pic26 pic27

Click on Start to begin the service.

pic28

Check and confirm status of WinMagic.SecureDoc.SDConnex service is now running.

pic29

AD Sync (Optional)

If environment is setup with SecureDoc AD Sync Service:

Click on AD Sync Service and then click on Register.

Pic30

Select Network Service, Local System or Account: you will need to then specify the Domain\Username + password, confirm password

Note: For which selection you’ve chosen is further documented in KB 1367: Preparation Before Upgrading the SES server steps.

Click on Register.

Pic31

Type in your Root admin key file password and click on Login.

Pic32

If password is successfully entered, it should auto populate data in remaining sections of this tab. Please verify that the populated information is correct (it should previously match what there prior to the upgrade).

Click on Apply.

Pic33

Click on the Sync Config tab then, right click on Root of Tree View and then, Select Add Domain.

Pic34

Click on Browse Forest.

Pic35

Select the domain forest from list of available domains and then, click on OK.

Pic36

The Server Name and Root Naming Context field should now be populated.

Enter User Name and Password and click on OK.

Note: Which to use should be documented from you Preparation Before Upgrading the SES server steps. (KB 1367)

Pic37

- Click on + next to Root of Tree View

The Forest Domain should appear underneath.
Click on the + icon next to your Forest Domain in order to expand view.

You should now see the AD Forest folder objects which you can then select which ones you would like to sync. Once the selections have been made, you can then click on Save Sync.

Pic38

The AD Configuration Utility dialogue will appear confirming your selections was saved.

Click on OK to continue.

Pic39

Click on Full Sync

Pic40

A Full Forest Synchronization dialogue pop up will appear to confirm your wish to continue. Click on Yes.

Pic41

Click on Start to begin the service.

Pic42

Verify the status to be sure AD sync Service status is now running.

Pic43

Open the SecureDoc Enterprise Server Console. You will see a Green folder now appear.

Note: The folders which are showing as green is to indicate they’re being sync’d via SecureDoc AD sync.

Pic44

SD Web (Optional)

You can review the following instructions in the event, you’ve opted to setup SDWeb:

Launch SD Web Configurator.

Pic45

The Web Configuration pop up window will appear.

Pic46

Click on Configure.

Success dialogue window will pop up as shown.

Pic47

Click on OK to continue.

Launch the SecureDoc Services Configuration.

Pic48

Select SDConnex Service and then click on Configure.

Pic49

Confirm that SES Web Management Service option is enabled. If necessary, click on Apply.

You will then need to Stop and Start SDConnex service in order to apply changes. (this applies changes made by running SD Web Configurator)

Pic50

Launch the SD Web Management site.

You should see a SecureDoc web page dialogue prompt displayed with prompt for Username and Password.

Pic51

SD Web is now ready to use.

Deployment Guide: SES, SD IdP, MagicEndpoint & Client

Summary