Installing SentryOne Document Software

Introduction

SentryOne Document Software is an on-premises, browser-based option for documenting your data estate. This product is a replacement for the DOC xPress product and is the self-hosted version of SentryOne Document cloud.

Important:  If you are using the cloud version of SentryOne Document at https://document.sentryone.com/, this article is not applicable to you.

System Requirements

  • SentryOne Document System Requirements
  • IIS must be installed and enabled in your Windows OS 
    • Additional Information: See the Installing IIS article on Microsoft Docs for details on installing or enabling this features in Windows
  • Windows Authentication for IIS must be turned on
    • Additional Information: See the Windows Authentication article on Microsoft Docs for details on enabling this feature in Windows IIS
  • It uses port 44302
  • SQL Server 2012 or later (to host the SentryOne Document database)

Installation Instructions

Where to Install

SentryOne Document Software supports both single-server and multi-server setups. There are additional steps needed multi-server configurations.

Additional Information: See the blog post A New, On-Premises Approach to Documentation and Data Lineage: SentryOne Document Software for details about the steps needed for multiple-server setup.

There are two install files for SentryOne Document Software:

  1. SentryOneDocumentSetup.exe is the file used to install SentryOne Document Software on premises as shown in the steps below. It is the web client software.
  2. SentryOne.Document.Installer.msi is the file used to install the SentryOne Document Remote Agent and Configuration Tool. This file should be installed after the SentryOneDocumentSetup.exe installation is complete (as described below). This does not need to be installed on the same server as the web client software. It can be installed on a web server, database server, or other server entirely (as long as it has the needed access to both the web server hosting the SentryOne Document  web client and the database server hosting the SentryOne Document database).

.NET Core Framework and Windows Hosting Services

The first part of the installation process ensures that you have the Microsoft .NET Core Framework required for SentryOne Document Software. It installs Windows Server Hosting (if necessary). IIS must be installed before starting this process.

  1. Execute SentryOneDocumentSetup.exe on the machine where you want to install the web client to get started.
  2. Select Accept and Install to continue.
  3. You may need to install Windows Server Hosting (if so, you'll see a series of popups similar to the ones below). Select the box next to I agree to the license terms and conditions, then select Install, wait for the installation to complete, and then select Close.
  4. The Setup Progress window will remain open while the installation continues.

SentryOne Document Setup

  1. Select Next on the SentryOne Document Setup screen.
  2. Select the box next to I accept the terms in the License Agreement, then select Next.
  3. Accept the default destination folder for installation, or use Change to specify a non-default location, then select Next.
  4. Enter a Server name where the SentryOne Document database will be hosted. Enter a Username and Password if you want to use SQL Server authentication. Leave those fields blank to use integrated security through Windows authentication. Select Test to validate the configuration. Once the test has completed successfully, select Next.
    Test results popup

    Note:  If your Test fails, check for firewall rules that may be blocking the connection, and ensure that you have entered your credentials correctly.

    Note:  The SQL Server Name\Instance format may be used for Server.

  5. Enter a Hostname for the server that will host the SentryOne Document Software website (web client), then select Next.

    Note:  You may need to enter the fully qualified domain name (FQDN) for your host. This value may be changed after installation through IIS, if needed.

  6. Select Install to begin the installation process with the configured settings. You may go Back to change any settings or select Cancel to exit the process without installing SentryOne Document.
  7. The installation process will proceed.
  8. The web client for SentryOne Document has been installed. Select Finish to open the SentryOne License Manager Setup process.

SentryOne License Manager Setup

  1. Select Next to start the setup wizard for the SentryOne License Manager.
  2. Select the box next to I accept the terms in the License Agreement, then select Next to continue. 
  3. Select Next to accept the default installation destination, or use Change to specify a non-default location.
  4. Select Install to install the SentryOne License Manager.
  5. Select Finish to complete the installation process. Selecting the box next to Launch License Manager will open the License Manager when the setup wizard exits.

Success: The web client for SentryOne Document is now installed.

What's next?

License Manager

When the License Manager launches, you'll need to enter your Activation Key

  1. Select Install a license to get started.
  2. On the Licensing screen, choose an activation method. This example selects Use an activation key (which requires an internet connection).
  3. Paste your license into the Activation key field for your environment. A green check mark after the Activation key indicates a valid key. Select Activate to continue.
  4. The Activation Complete screen should appear to show you a list of licensed applications. The SentryOne Document On-Premises product is the one applicable to this product installation.

Success: SentryOne Document is now ready to be launched through your browser.

Opening SentryOne Document

Open SentryOne Document in your browser.

  1. Navigate to your server:port (In this example, it is http://lhp75-1118-4a5a:44302/)
  2. Log in using your Windows credentials. Note:  You may need to use the format DOMAIN\User name (depending on your environment).

Success: The self-hosted SentryOne Document application is ready for you to begin.

Note:  There's not much to see at this point. You'll need to configure a solution and generate some documentation to see the real magic of SentryOne Document.

Installing SentryOne Document Remote Agent and Configuration Tool

See the Installing Remote Agents and Remote Agents articles for more information and step-by-step instructions.

Using SentryOne Document

After you install the SentryOne Document Remote Agent and Configuration Tool, you can proceed to configure your first solution, then continue to the Using SentryOne Document section for guides to using all the features.

Troubleshooting

See the SentryOne Document Troubleshooting article.