Software Installation using the SharePoint User Interface

Article Contents

This section describes the procedures required to install and configure RecordPoint software using the SharePoint user interface.
In this section the following topics are covered:

Installing Software – Explains how to run the msi
Solution Installation – Explains how to run the PowerShell script which installs and deploys the solutions to Central Administration
Deployment and Configuration – Explains each of the 5 stages of the deployment process. The first four must be completed for a full deployment and final stage (configuration) is optional.

The following stages are:

Create Site – This process creates a site collection for the RecordPoint Web Application.
Solution Deployment – This process deploys the solutions to both the RecordPoint and Active Sites
Local Deployment – This process deploys RecordPoint logging and diagnostic infrastructure components. By default, this process gets installed to the server when running the msi and will only need to be run on additional servers in the farm.
Content Deployment – This process will update the content for both the RecordPoint and Active Sites.
Configuration – This process will enable and disable RecordPoint components for both the RecordPoint and Active Sites.

Install RecordPoint Software

This process installs the RecordPoint software to the server.

Run the RecordPoint Setup msi
Follow the installation wizard which will load and guide you through the steps

Solution Installation

After installing the RecordPoint software, the RecordPoint solutions must be installed and deployed to Central Administration. This process adds a RecordPoint section to Application Management where the RecordPoint deployment and configuration can be run.

An iisreset and Timer Job Service restart is required post running the installation script on all WFE in the SharePoint Farm. This should be scheduled out of business hours.

Open the command prompt as Administrator
Run the InstallRecordPoint.bat script
By default, this is located under C:\Program Files\RecordPoint\Scripts.
This script installs the RecordPoint.wsp and RecordPoint.Active.wsp solutions into the SharePoint Farm
Perform an iisreset and timer job service restart on all WFE in the farm

RecordPoint Deployment and Configuration

For a full RecordPoint deployment complete all 5 processes in order:

Create Site
Solution Deployment
Local Deployment
Content Deployment
Configuration (optional)

Create Site using the SharePoint user interface

This process is used to create a site collection for all the dedicated RecordPoint Web Application(s). The RecordPoint site collection must be created through this processes as RecordPoint requires a blank site template which cannot be created through the SharePoint user interface.

Log into Central Administration as the SharePoint Setup Administrator account
Go to Application Management
Go to RecordPoint Deployment and Configuration
Select Create Site
Select the RecordPoint web application in the drop-down menu
Add the RecordPoint Site Collection Administrator account to the Primary Site Collection Administrator
Select Create Site
When the status for the RecordPoint web application says ‘Deployed’ click Finish

Solution Deployment using the SharePoint user interface

This process is used to deploy and retract the RecordPoint solution to both the RecordPoint and Active Sites. Multiple web applications that are available can be selected to deploy or retract solutions to.

Select Solution Deployment
Select Deploy
Check the box for the RecordPoint web application and select Deploy
When the status the RecordPoint web application says ‘Deployed’ select Next
Select Deploy
Check the box(es) for the Active Site web application(s) and select Deploy
When the status the Active Site web application(s) says ‘Deployed’ select Finish

License RecordPoint using the SharePoint user interface

In order to proceed with the installation, you need to license RecordPoint.
For every RecordPoint instance a license key request needs to be generated. This request needs to be forwarded to the RecordPoint Support Team who will then provide a key that can be updated.

Go to Application Management
Go to License RecordPoint
Select the RecordPoint Web Application
Select the RecordPoint Site Collection
Select Generate
Forward this to the RecordPoint Support Team who will provide a License Key
Copy and paste the provided Key
Select Update Key

Local deployment using the SharePoint user interface

This process deploys the RecordPoint logging and diagnostic infrastructure components. By default, this process gets installed to the server when running the msi and will only need to be run on additional servers in the farm.

Single server environments do not need to run this process.

Select Local Deployment
Select Deploy
Check the box(es) for the additional server(s) and select Deploy
When status for the additional server(s) says ‘Installed’ click Finish

Content Deployment using the SharePoint user interface

This process will update the content for both the RecordPoint and Active Site(s). Multiple site collections requiring a content upgrade can be selected and run.

Select Content Deployment
Select the RecordPoint web application
Check the box for the RecordPoint site collection
Select the Pack Type
Select an existing or create a new configuration template
This will update the configuration of the RecordPoint site with those values specified in the template. Refer to the Appendix of this document for variables that can be set.
Select the Search Service Application
Select Update
When the status says ‘Online’ click Next
Select the Active Site web application
Check the box for the Active site collection(s)
Select the Pack Type
Optional: Check box available for cross farm installations.
This allows you to type the URL of the RecordPoint site as opposed to selecting from a drop down. This process uses the RecordPoint web service for all RecordPoint processes.
Optional: Select the aggregation level
If the aggregation level is unknown at this stage, please consult with the Records Manager for this field. This field is not mandatory for a full installation and can be set post the installation.
Select Update
When the status says ‘Online’ click Finish

Configuration using the SharePoint user interface

This process is optional and will enable and disable RecordPoint components for both the RecordPoint and Active Sites.

Select Configuration
Select the RecordPoint web application
Select the RecordPoint site collection
Check required components
Refer to the Appendix B of this document for components that can be enabled/disabled.
Select Update