Fresh Install
Components of a LEXolution Installation
| Database Server | Application Server | Workstation |
|---|---|---|
| *Microsoft SQL Server | LEXolution Document Directory | *Microsoft Office |
| LEXolution Database | LEXolution Server | LEXolution Client |
| LEXolution Reporting Database | LEXolution Conflict List Importer | LEXolution Word Add-In |
| *Microsoft Outlook | ||
| *LEXolution.DMS | ||
| *Microsoft PowerPivot for Microsoft Excel 2010 | ||
| System Templates / Word Templates |
* The components Microsoft SQL Server, Microsoft Office, Microsoft Outlook, Microsoft PowerPivot for Microsoft Excel 2010, and LEXolution.DMS are not part of LEXolution.
LEXolution Database
The Microsoft SQL Server, the LEXolution database, and the LEXolution
reporting database are set up by STP Service. The installation of the
SQL Server and the configuration of the LEXolution databases are not
covered in this documentation.
LEXolution Document Directory
All documents and system templates created by LEXolution are stored in
the document directory. If the LEXolution.DMS integration is used, only
the system templates are stored in the document directory.
LEXolution Server
The LEXolution Server stores all data and makes it available to
LEXolution Clients.
LEXolution Client
The LEXolution Client is installed on workstations and terminal
servers. All objects and their metadata are retrieved by the
LEXolution Client from the LEXolution Server.
LEXolution Word Add-In
The LEXolution Word Add-In enables Microsoft Word to be used as a word
processor. It provides bookmarks and allows documents to be saved
directly from Microsoft Word into LEXolution.
LEXolution.DMS Integration
All documents created by LEXolution are stored in LEXolution.DMS.
Only system templates are stored in the document directory.
LEXolution.FoMa Integration
The LEXolution Server transfers all data relevant to receivables
management to LEXolution.FoMa.
Microsoft Exchange Server Integration
Microsoft Exchange Server Integration: Appointments, deadlines, and
follow-up reminders managed in LEXolution can be connected to the
Exchange environment, making them available in MS Outlook and on
mobile devices.
Displaying Deadlines and Follow-Up Reminders in
Outlook
Employee-specific follow-up reminders and deadlines can be displayed
in the Microsoft Outlook calendar.
Microsoft PowerPivot for Microsoft Excel 2010
Microsoft PowerPivot for Microsoft Excel 2010 enables flexible
reporting and analysis for controllers.
Fresh Install – Installation Steps
| Step | Component | Machine |
|---|---|---|
| 1. | Microsoft SQL Server | *Database Server |
| 2. | LEXolution Delivery Database | *Database Server |
| 3. | LEXolution Reporting Database | *Database Server |
| 4. | Is .NET Framework installed on the server? | LEXolution Application Server |
| 5. | Create document directory and share it for all users | LEXolution Application Server |
| 6. | LEXolution Server Setup | LEXolution Application Server |
| 7. | LEXolution Conflict List Importer | LEXolution Application Server |
| 8. | Is .NET Framework installed on the client? | All workstations / terminal servers |
| 9. | Is Microsoft Office installed? | All workstations / terminal servers |
| 10. | Is STP.Updater Client installed? | All workstations / terminal servers |
| 11. | LEXolution Client Setup | All workstations / terminal servers |
| 12. | Microsoft VSTO 2010 Runtime x86 or STP Microsoft VSTO 2010 Runtime x64 | All workstations / terminal servers |
| 13. | LEXolution Word Add-In Setup | All workstations / terminal servers |
| 14. | Install Microsoft PowerPivot for Microsoft Excel 2010 | Controller workstations |
| 15. | Launch Microsoft Excel 2010 and install the certificate | Controller workstations |
| 16. | Set up system templates | LEXolution Application Server |
| 17. | Set up Word templates | LEXolution Application Server |
Components can also be set up on other servers.
LEXolution Databases
The databases described in the following sections are required for the installation of LEXolution.
Delivery Database
Use one of the four delivery databases to create a LEXolution database.
You can choose from: - SKR03Ist.bak - SKR03Soll.bak - SKR04Ist.bak -
SKR04Soll.bak - KMUCH.bak
ist stands for actual taxation (cash accounting)
soll stands for target taxation (accrual accounting)
SKR03 stands for standard chart of accounts 03
SKR04 stands for standard chart of accounts 04
KMUCH stands for the Swiss SME chart of accounts
Changing the taxation method and the standard chart of accounts is no longer possible once the delivery database has been connected and your firm begins working with LEXolution.
Reporting Database
Create an empty database named KMS_Auswertung as the LEXolution
reporting database.
The installation of the SQL Server and the configuration of the LEXolution databases are not covered in this documentation.
LEXolution Document Directory
All templates created and used by LEXolution are stored in the document directory and made available to the LEXolution Client.
🛈 Note
The LEXolution document directory is required even when LEXolution is connected to LEXolution.DMS.
Please create a directory on the LEXolution Server to store documents
and share it with all LEXolution users.
Users need Read/Write or Modify access rights.
Sharing the Document Directory
Here is how to share the document directory. To share the directory you
created, follow these steps:
| Step | Action |
|---|---|
| 01 | Open Windows Explorer and navigate to the directory you created. |
| 02 | Right-click the directory and select Properties. |
| 03 | Click the Sharing tab. |
| 04 | Click Advanced Sharing…
|
| 05 | Check the Share this folder checkbox. |
| 06 | Verify that the network path is correct, then click the
Permissions button. |
| 07 | Select Everyone. |
| 08 | Set the permission for Everyone to Change. |
| 09 | Click OK until the Properties window is displayed. |
| 10 | Click Close. |
The directory is now shared.
1.4. LEXolution Server
The LEXolution Server stores all data and makes it available to LEXolution Clients.🛈 Note
If Windows Updates have not been applied to the system, issues may occur when installing the new .NET Framework version.Installing the LEXolution Server
Here is how to install the LEXolution Server on a server.
Follow these steps:
| Step | Action | Result |
|---|---|---|
| 01 | Run the executable file
Lexolution-Server\Setup.exe.
|
The InstallShield Wizard starts. If not all installation prerequisites are met, the required components — .NET Framework 4.8 — will be listed. |
| 02 | Click the Next button. |
The Destination Folder window opens. |
| 03 | Click the Change button to specify a different destination folder. Changing the destination folder is not recommended. | The Change Current Destination Folder window is displayed. |
| 04 | Select a destination folder and click the OK button. | The Destination Folder window opens. |
| 05 | In the Destination Folder window, click the
Next button. |
The Server Configuration window is displayed. |
| 06 | Enter the name of the server where the STP LEXolution Server service
is to be installed. Enter the port used by the STP LEXolution Server
service and click the Next button. |
The Database Configuration window is displayed. |
| 07 | Enter the connection details for the LEXolution database. Replace
localhost with the SQL Server instance name (server name or server
name). These details are required for the LEXolution Server
installation. Click the Next button. |
The Document Path Configuration window is displayed. |
| 08 | Enter the network location of the document directory. The network
location must be entered as a UNC path (e.g., \\Servername). Click the
Next button. |
The Reporting Database Configuration window is displayed. |
| 09 | Enter the connection details for the LEXolution reporting database. Replace localhost with the SQL Server name (server name or server name). These details are required for the LEXolution Server installation. | |
| 10 | Enter the number of parallel threads for data generation. This value determines how many processor cores can be used at most for generating the LEXolution reporting database. The higher the value, the more RAM is required. Reduce the value if memory is limited. Valid values are -1 (unlimited) and > 0. | |
| 11 | Enter the time dimension range (in years) to define the time window
for reports. Click the Next button. |
The Reporting Database Update window is displayed. |
| 12 | Decide whether the LEXolution reporting database should be updated
automatically, and if so, at what time. Click the
Next button. |
The LEXolution Service Bus Configuration window is displayed. |
| 13 | If you want to use the central user management together with DMS,
enter the relevant details here. Otherwise, you can skip this dialog and
click the Next button. |
The Ready to Install the Program window opens. |
| 14 | Clicking Cancel will exit the installer without installing the LEXolution Server. Clicking the Back button lets you change the configuration. Clicking the Install button will install the LEXolution Server on the server. | The LEXolution Server is installed. The InstallShield Wizard Completed window is displayed. |
| 15 | Click the Next button. |
The InstallShield Wizard Completed window with the
Start KMS Server button is displayed. |
| 16 | Click the Start KMS Server button. |
After the database is updated and the LEXolution Server service starts, a confirmation dialog appears. |
| 17 | Click OK and then click Finish. |
|
| 18 | Open the LEXolution Server configuration file with administrator
rights. If you installed the LEXolution Server in the default installation directory, the configuration file STP.Kms.Server.exe.config is located in the directory C:(x86)AG.KMS-Server. Enter the connection details for the LEXolution reporting database. The relevant section is with the add name "KMS_AuswertungClient". Replace localhost with the SQL Server name (server name or server name). The KMS_AuswertungClient parameter makes it possible to set user-specific permissions in SQL Server for the reporting database (Integrated Security=True). Every Windows user (including user groups) who needs access to reports in LEXolution must be created in SQL Server by the administrator and granted read access rights. |
|
| 19 | Save the changes and close the configuration file. Stop the STP LEXolution Server service and restart it. |
The updated settings have been applied. The STP LEXolution Server service is running. The LEXolution Server is installed and configured. |
The log file ServerLog_8000.txt is saved under %programdata%\STP AG\LEXolution.KMS\. LEXolution Client
The LEXolution Client is installed on workstations and terminal
servers.
All objects and their metadata are retrieved by the LEXolution Client
from the LEXolution Server.
🛈 Note
If Windows Updates have not been applied to the system, issues may occur when installing the new .NET Framework version.
Installing the LEXolution Client
Follow these steps:
| Step | Action |
|---|---|
| 01 | Run the executable file
Lexolution-Client\Setup.exe>> The InstallShield Wizard starts. If not all installation prerequisites are met, the required components .NET Framework 4 and STP.Updater Client will be listed. |
| 02 | Click the Install button to install the missing components before
installing the LEXolution Client. >> The STP.Updater Client is installed or updated. |
| 03 | Please enter the server configuration for the STP.Updater and the
desired check frequency. >> The InstallShield Wizard for the LEXolution Client starts. |
| 04 | Click the Next button.>> The Destination Folder window opens. |
| 05 | Click the Change button to specify a different destination
folder. Changing the destination folder is not recommended. >> The Change Current Destination Folder window is displayed. |
| 06 | Select a destination folder and click the OK
button.>> The Destination Folder window opens. |
| 07 | In the Destination Folder window, click the Next
button. >> The Server Configuration window is displayed. |
| 08 | Enter the name of the server where the LEXolution Server is
installed, and the port used by the STP LEXolution Server service, then
click the Next button.>> The Ready to Install the Program window opens. |
| 09 | Click Cancel to exit the installer without installing
the LEXolution Client.Click the Back button to change
the configuration.Click the Install button to install
the LEXolution Client on the workstation.>> The LEXolution Client is installed. The InstallShield Wizard Completed window is displayed. You can launch the LEXolution Client immediately after installation. |
Optionally, the LEXolution.DMS Client App Service (LCAS) can be installed. However, installation is only required and relevant when using LEXolution with LEXolution.DMS version 7 or later.
For installation steps, please refer to the LEXolution.DMS Client App Service installation guide.
🛈 Note
The log fileClientLog.txt is saved under%localappdata%\STP AG\LEXolution.KMS\
Additional Information for System Administrators
This chapter describes the options for automating the installation of
LEXolution. The installation of LEXolution (LEXolution Server,
LEXolution Client, and LEXolution Word Add-In) can be automated using
command-line parameters.
To do this, call the respective installation file "setup.exe" with
command-line arguments.
Alternatively, a Windows Installer package (.msi) can be extracted from the installation file "setup.exe" and then customized using a Windows Installer transform (.mst).
Supported Parameters
The installation routines ("setup.exe") can be controlled using command-line arguments and installation parameters.
Command-Line Arguments
The following command-line arguments are available:
| Parameter | Description |
|---|---|
| /S /V/QN | Silent installation without user interaction |
| /V"" | Pass installation parameters to the installation routine |
| /V" /L*V! """ | Log output to file |
Log output example:
setup.exe /S /V/QN /V" /L*V! \"setup.log\""Silent installation with log output example:
setup.exe /S /V/QN /V" /L*V! \"setup.log\""Silent installation with log output and installation parameter for installation location example:
setup.exe /S /V/QN /V" /L*V! \"setup.log\"" /V"INSTALLDIR=D:\Zielverzeichnis"Installation Parameters
Installation parameters allow specific values to be passed to an
installation, such as the installation location.
Installation parameters are evaluated by Windows Installer.
When using the installation routines ("setup.exe"), installation
parameters must be embedded in the /V command-line argument.
Example:
setup.exe /V"ADDRESS=localhost"Each installation parameter must be passed as a separate command-line
argument.
Quotation marks must be escaped with a \ character.
Example:
setup.exe /V"ADDRESS=localhost" /V"CONNECTION_STRING=\"Server=localhost; Initial Catalog=Test\""LEXolution Server (Parameters)
The installation routine for the LEXolution Server supports the
parameters described in the following tables.
The list is grouped by topic.
Installation Location
|Parameter|Default Value|Description| |—|—|—| |INSTALLDIR||Path to which
the LEXolution Server is installed.
Ignored during an update!|
Connection Settings
| Parameter | Default Value | Description |
|---|---|---|
| STP_SERVER_ADDRESS | localhost | Name or IP address under which the LEXolution Server can be reached |
| STP_SERVER_PORT | 8000 | Port on which the LEXolution Server can be reached |
| STP_DB_CONNECTION_STRING | Server=localhost; Initial Catalog=KMS; User ID=KmsReaderWriter; Password=kms |
Connection to the LEXolution Server |
| Database |
Reporting Database Settings
| Parameter | Default Value | Description |
|---|---|---|
| STP_REPORTDB_CONNECTION_STRING | Server=localhost; Initial Catalog=KMS_Auswertung; User ID=KmsReaderWriter; Password=kms |
Connection to the reporting database |
| STP_REPORTDB_CLIENT_CONNECTION_STRING | Server=localhost; Initial Catalog=KMS_Auswertung; Integrated Security=True; Connection from LEXolution Client to the reporting database |
|
| STP_REPORTDB_AUTOMATIC_REFRESH_ENABLED | 1 | Automatic update of the reporting database 0 = disabled 1 = enabled |
| STP_REPORTDB_REFRESH_TIME | 03:00 | Time at which the reporting database is updated |
| STP_REPORTDB_REFRESH_THREADS | 2 | Number of threads for updating the reporting database |
| STP_REPORTDB_TIME_DIMENSION_MIN | 1970 | Start value of the time dimension table |
| STP_REPORTDB_TIME_DIMENSION_MAX | 2020 | End value of the time dimension table |
Document Management System Settings
| Parameter | Default Value | Description |
|---|---|---|
| STP_DOCUMENT_ROOT | Document directory for storing templates and documents (UNC
path) Must always be set! |
|
| STP_DMS_TYPE | Filesystem | Document management system in use: Filesystem = file system storage LexolutionDms = LEXolution.DMS LightWeightSharePoint = SharePoint |
| STP_DMS_LEX_COMM_PATH | %TEMP%AG | Directory for data exchange with LEXolution.DMS |
| STP_DMS_LIGHTWEIGHT_SHARE POINT_ADDRESS | Address of the Microsoft SharePoint Server, if Microsoft SharePoint is used as the document management system. |
LEXolution.FoMa Integration Settings
| Parameter | Default Value | Description |
|---|---|---|
| STP_FOMA_ENABLED | 0 | Integration status 0 = disabled 1 = enabled |
| STP_FOMA_SERVER_ADDRESS | http://localhost:2309/ | Address of the LEXolution.FoMa server (HTTP URL with port) |
| STP_EXT_COMM_ENABLED | 0 | Web service status 0 = disabled 1 = enabled |
Calendar Web Service Settings
| Parameter | Default Value | Description |
|---|---|---|
| STP_CALENDAR_ENABLED | 0 | Calendar web service: 0 = disabled 1 = enabled |
| STP_CALENDAR_SERVER_PORT | 8001 | Port on which the calendar web service can be reached |
Microsoft Exchange Server Integration Settings
| Parameter | Default Value | Description |
|---|---|---|
| EXCHANGE_FRISTEN | false | Synchronization setting: false = disabled true = enabled |
| EXCHANGE_TERMINE | false | Synchronization setting: false = disabled true = enabled |
| EXCHANGE_WVL | false | Synchronization setting: false = disabled true = enabled |
External Interface Settings
|Parameter|Default Value|Description| |—|—|—|
|STP_EXT_COMM_CHUNKSIZE|65536|Block size for document data transfer|
|STP_EXT_COMM_ENABLED|0|Web service status
0 = disabled
1 =
enabled| |STP_EXT_COMM_MTOM_ENABLED|1|Transmission optimization
status
0 = disabled
1 = enabled|
|STP_EXT_COMM_PORT|8002|Port on which the web service can be reached|
|STP_EXT_COMM_SEC| 0| Transmission encryption status
0 =
disabled
1 = enabled|
STP User Management Settings
|Parameter|Default Value|Description| |—|—|—| |STP_LSB_HOSTNAME|
localhost|Name or IP address under which LEXolution.ServiceBus can be
reached| |STP_LSB_PORT| 5672|Port on which LEXolution.ServiceBus can be
reached| |STP_LSB_PASSWORD||Password of the technical user for
LEXolution.ServiceBus| |STP_LSB_SERVER_ID|main|Location ID of
LEXolution.ServiceBus| |STP_LSB_USERNAME|stpuser|Technical user for
LEXolution.ServiceBus| |STP_UM_USERNAME|ServerUser|Technical user for
STP User Management| |STP_UM_PASSWORD||Password of the technical
user for STP User Management|
|STP_UM_VERWENDEN|false|STP User Management integration status
false
= disabled
true = enabled|
This article has been automatically translated by an AI and may therefore contain errors.
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