LEXolution Installation Guide: Fresh Installation

New Installation

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 the STP Service. The installation of the SQL Server and the setup of the Lexolution databases are not described in this documentation.

Lexolution Document Directory
All documents and system templates created by Lexolution are stored in the document directory. If the connection to LEXolution.DMS 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 the Lexolution Clients.

Lexolution Client
The Lexolution Client is installed on workstations and terminal servers. All objects and their meta-information are received by the Lexolution Client from the Lexolution Server.

Lexolution Word Add-In
With the Lexolution Word Add-In, Microsoft Word can be used as a word processor. Bookmarks are provided, and documents can be saved directly from Microsoft Word into Lexolution.

Connection to LEXolution.DMS
All documents created by Lexolution are stored in LEXolution.DMS. Only system templates are stored in the document directory.

Connection to LEXolution.FoMa
The Lexolution Server transfers all data relevant to claims management to LEXolution.FoMa.

Connection to Microsoft Exchange Server
Appointments, deadlines, and reminders managed in Lexolution can be connected to the Exchange environment, making them available in MS Outlook and on mobile devices.

Display of Deadlines and Reminders in Outlook
Employee-specific reminders and deadlines can be displayed in the Microsoft Outlook calendar.

Microsoft PowerPivot for Microsoft Excel 2010
With Microsoft PowerPivot for Microsoft Excel 2010, flexible reports for controllers can be created.


Installation Steps for New Installation

Step Component Computer
1. Microsoft SQL Server *Database Server
2. Lexolution Delivery Database *Database Server
3. Lexolution Reporting Database *Database Server
4. .NET Framework installed on the server? Lexolution Application Server
5. Create document directory and share with all users Lexolution Application Server
6. Lexolution Server Setup Lexolution Application Server
7. Lexolution Conflict List Importer Lexolution Application Server
8. .NET Framework installed on the client? All workstations / terminal servers
9. Microsoft Office installed? All workstations / terminal servers
10. 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 Workstations for controllers
15. Start Microsoft Excel 2010 and install certificate Workstations for controllers
16. Set up system templates Lexolution Application Server
17. Set up Word templates Lexolution Application Server

The 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 cash accounting
soll stands for 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 accounting method and the standard chart of accounts is no longer possible once the delivery database is integrated and your firm starts working with Lexolution.

Reporting Database
Create an empty database KMS_Auswertung as the Lexolution reporting database.

The installation of the SQL Server and the setup of the Lexolution databases are not described in this documentation.

Lexolution Document Directory

All templates created and used by Lexolution are stored in the created document directory and made available to the Lexolution Client.


🛈 Note

The Lexolution document directory is required even if Lexolution is connected to LEXolution.DMS.

Please create a directory for storing documents on the Lexolution Server and share it with all Lexolution users.
Users need read/write or modify access rights.

Share Document Directory
How to share the document directory
To share the created document directory, follow these steps:

Step Action
01 Open Windows Explorer and navigate to the created directory.
02 Right-click the created directory and select Properties.
03 Click the Sharing tab.
04 Click Advanced Sharing…
05 Check the box Share this folder
06 Verify that the network path is correct. Then click the Permissions button.
07 Select Everyone
08 For Everyone, select the Change permission.
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 the Lexolution Clients.

🛈 Note

If Windows updates on the system have not been installed, there may be issues installing the new .NET Framework version.

Install Lexolution Server

Here's 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 requirements are met, the necessary components, such as .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 appears.
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 appears.
06 Enter the name of the server where the STP Lexolution Server service should be installed. Enter the port used by the STP Lexolution Server service and click the Next button. The Database Configuration window appears.
07 Enter the connection details for the Lexolution database. Replace localhost with the SQL Server instance name (server name). This information is required to install the Lexolution Server. Click the Next button. The Document Path Configuration window appears.
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 appears.
09 Enter the connection details for the Lexolution reporting database. Replace localhost with the SQL Server name (server name). This information is required to install the Lexolution Server.
10 Enter the number of parallel threads for data generation. This value determines how many processor cores can be used for generating the Lexolution reporting database. The higher the value, the more memory is required. Lower the value if memory is limited. Allowed values are -1 (unlimited) and > 0.
11 Enter the time dimension range (in years) to set the time window for reports. Click the Next button. The Reporting Database Update window appears.
12 Decide whether the Lexolution reporting database should be updated automatically and at what time. Click the Next button. The LEXolution Service Bus Configuration window appears.
13 If you want to use central user management together with DMS, enter the relevant data here. Otherwise, you can skip this dialog and click the Next button. The Ready to Install the Program window opens.
14 If you click Cancel, the installation program will exit without installing the Lexolution Server. If you click Back, you can change the configuration. If you click Install, the Lexolution Server will be installed on the server. Lexolution Server is installed. The InstallShield Wizard Complete window appears.
15 Click the Next button. The InstallShield Wizard Complete window with the Start KMS Server button appears.
16 Click the Start KMS Server button. After updating the database and starting the Lexolution Server service, a confirmation dialog appears.
17 Click OK and then 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).
With the KMS_AuswertungClient parameter, you can set user-specific rights in the SQL Server for the reporting database (Integrated Security=True).
Every Windows user (including user groups) who should use reports in Lexolution must be created in SQL Server by the administrator and given read access rights.
19 Save the changes and close the configuration file.
Stop the STP Lexolution Server service and restart it.
The changed settings have been applied.
The STP Lexolution Server service is started.
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 set up on workstations and terminal servers.
The Lexolution Client receives all objects and their meta-information from the Lexolution Server.


🛈 Note

If Windows updates on the system have not been updated, there may be issues installing the new .NET Framework version.

Install Lexolution Client

Follow these steps:

Step Action
01 Run the executable file Lexolution-Client\Setup.exe
>> The InstallShield Wizard will start.
If not all installation requirements are met, the necessary 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 will be 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 will start.
04 Click the Next button
>> The Destination Folder window will open.
05 Click the Change button to specify a different destination folder.
Changing the destination folder is not recommended.
>> The Change Current Destination Folder window will appear.
06 Select a destination folder and click the OK button
>> The Destination Folder window will open
07 In the Destination Folder window, click the Next button
>> The Server Configuration window will appear
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 will open
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.
>> Lexolution Client will be installed.
The InstallShield Wizard Completed window will appear.
You can start the Lexolution Client immediately after installation.

Optional: The LEXolution.DMS Client App Service (LCAS) can be installed. However, installation is only required and useful when using Lexolution with LEXolution.DMS version 7 or higher.

Please refer to the installation guide for the LEXolution.DMS Client App Service for installation steps.


🛈 Note

The log file ClientLog.txt is saved under
%localappdata%\STP AG\LEXolution.KMS\
.

Further Information for System Administrators

This section describes the options for automating the installation of Lexolution. The installation of Lexolution (Lexolution Server, Lexolution Client, and Lexolution Word AddIn) can be automated using command line parameters.
To do this, call the respective installation file “setup.exe” with command line arguments.

Alternatively, you can extract a Windows Installer package (.msi) from the installation file “setup.exe”, which can then be 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 with no user interaction
/V““ Pass installation parameters to the installation routine
/V” /L*V! ““” Log output to file

Example log output:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““

Example silent installation with log output:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““

Example silent installation with log output and installation parameter for installation directory:

setup.exe /S /V/QN /V“ /L*V! \“setup.log\““ /V“INSTALLDIR=D:\Zielverzeichnis“

Installation Parameters
Installation parameters allow you to set specific values for an installation, such as the installation directory.

Installation parameters are processed by Windows Installer.
When using the installation routines (“setup.exe”), the installation parameters must be embedded in the /V command line argument.

Example:

setup.exe /V“ADDRESS=localhost“

You must provide a separate command line argument for each installation parameter.
Quotation marks must be escaped with a backslash.

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 Directory |Parameter|Default Value|Description| |—|—|—| |INSTALLDIR||Path where Lexolution Server will be installed.
Ignored during an update!|

Connection Settings

Parameter Default Value Description
STP_SERVER_ADDRESS localhost Name or IP address where the Lexolution Server can be reached
STP_SERVER_PORT 8000 Port where 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

Settings for the Reporting Database

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 = off
1 = on
STP_REPORTDB_REFRESH_TIME 03:00 Time when 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

Settings for Document Management Systems

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 used:
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.

Settings for Integration with LEXolution.FoMa

Parameter Default Value Description
STP_FOMA_ENABLED 0 Status of integration
0 = off
1 = on
STP_FOMA_SERVER_ADDRESS http://localhost:2309/ Address of the LEXolution.FoMa server (HTTP URL with port)
STP_EXT_COMM_ENABLED 0 Status of the web service
0 = off
1 = on

Settings for the Calendar Web Service

Parameter Default Value Description
STP_CALENDAR_ENABLED 0 Calendar web service:
0 = off
1 = on
STP_CALENDAR_SERVER_PORT 8001 Port where the calendar web service can be reached

Settings for Microsoft Exchange Server Integration

Parameter Default Value Description
EXCHANGE_FRISTEN false Synchronization setting:
false = off
true = on
EXCHANGE_TERMINE false Synchronization setting:
false = off
true = on
EXCHANGE_WVL false Synchronization setting:
false = off
true = on

Settings for External Interface |Parameter|Default Value|Description| |—|—|—| |STP_EXT_COMM_CHUNKSIZE|65536|Block size for document data transfer| |STP_EXT_COMM_ENABLED|0|Status of the web service
0 = off
1 = on| |STP_EXT_COMM_MTOM_ENABLED|1|Status of transfer optimization
0 = off
1 = on| |STP_EXT_COMM_PORT|8002|Port where the web service can be reached| |STP_EXT_COMM_SEC| 0| Status of transfer encryption
0 = off
1 = on|

Settings for STP User Management |Parameter|Default Value|Description| |—|—|—| |STP_LSB_HOSTNAME| localhost|Name or IP address where LEXolution.ServiceBus can be reached| |STP_LSB_PORT| 5672 |Port where LEXolution.ServiceBus can be reached| |STP_LSB_PASSWORD||Password for the technical user of LEXolution.ServiceBus| |STP_LSB_SERVER_ID|main|Location ID of LEXolution.ServiceBus| |STP_LSB_USERNAME|stpuser|Technical user of LEXolution.ServiceBus| |STP_UM_USERNAME|ServerUser|Technical user of STP User Management |STP_UM_PASSWORD||Password for the technical user of STP User Management| |STP_UM_VERWENDEN|false|Status of connection to STP User Management
false = off
true = on|

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This article has been automatically translated by an AI and may therefore contain errors.

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