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Installing Scion DMS

Requirements

  • Windows Server 2008 R2 or newer with Application Server role
  • SQL Server 2008 Standard Edition or newer
  • .NET Framework 4.6.1
  • Web Deploy 3.6 for Hosting Servers
  • Microsoft Office 2010 Filter Packs
  • Adobe PDF iFilter 11

Procedure

  1. Install all pre-requisites.
  2. If you have not already done so, register the filter packs with SQL Server according to this guide.
  3. Log on to the application server using an Administrator account.
  4. Using IIS Manager, create a new site or open the default web site. Click the Import Application link and use the wizard to deploy the Scion package.
  5. If the application server is domain controller or domain member:
    1. Create a service account for Scion.
    2. Modify the application pool to log on using this account instead of the default identity.
    3. Grant db_owner permissions on SQL Server to the service account for the ScionDB database.
  6. Ensure that the application pool for the site is configured to use the .NET Framework 4.0.
  7. If the WebDAVModule module is present on the site, remove it.
  8. Browse to the IIS website on which Scion has been deployed and verify that the page loads.
  9. If necessary, configure Windows Firewall to allow incoming connections on the port for the website.

Initial setup

  1. Create a document library via the Settings item on the navigation bar. 
  2. Modify the permissions on the document library to include the specific users and groups that will access the library. If the server is not on a domain, you can use the BUILTIN\Administrators and BUILTIN\Users groups.

Configuring ContactsLaw

  1. Under The Practice, Documents, Registration & Storage section, click the Storage link to open the Document Server Settings editor.
  2. Click the Add link under Locations.
  3. Enter the server, port and library name. Select the Scion DMS plug-in. Leave the web service URL blank (it is not used by the plug-in).
  4. Make the new location active and click Save & Close.
  5. All users should then restart the application to apply the changes.

See also