Xerox FreeFlow Core Installation Guide
Xerox FreeFlow Core, a robust workflow automation software, streamlines print production processes, enhancing efficiency and productivity. Its capabilities include:
-
Centralized Job Management: Manage all print jobs from a single platform, allowing for easy tracking, prioritizing, and monitoring.
-
Automated Preflight: Analyze files for potential errors before printing, reducing the risk of reprints and ensuring consistent output quality.
-
Color Management: Calibrate and manage color profiles across various devices, ensuring accurate and consistent color reproduction.
-
Seamless Integration: Connect to a wide range of Xerox and third-party output devices, enabling efficient job routing and centralized control.
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Version 6.1
April 2021
702P08594
Xerox
®
FreeFlow
®
Core
Installation Guide
© 2021 Xerox Corporation. All rights reserved. Xerox ® , Xerox and Design ® , and FreeFlow ® are trademarks of Xerox
Corporation in the United States and/or other countries.
This software includes software developed by Adobe Systems Incorporated.
Adobe, the Adobe logo, the Adobe PDF logo, PDF Converter SDK, Adobe Acrobat Pro DC, Adobe Reader DC, and PDF Library are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.
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Mozilla Firefox is a trademark of Mozilla Foundation in the U. S. and other countries.
BR14625
Table of Contents
A Database Permissions for Active Directory or Local Windows Users............................21
Xerox ® FreeFlow ® Core
Installation Guide
3
Table of Contents
4 Xerox ® FreeFlow ® Core
Installation Guide
1
Prerequisites
This chapter contains:
Xerox ® FreeFlow ® Core
Installation Guide
5
Server Software Requirements
For the latest server requirements, refer to Xerox ® FreeFlow ® Core Release Notes . To obtain the document, access the FreeFlow ® Core webpage at https://xerox.com/automate . In the Resources section, click System Requirements , then click the link to the release notes.
6 Xerox ® FreeFlow ® Core
Installation Guide
2
Installing Xerox
®
FreeFlow
®
Core Software
This chapter contains:
Xerox ® FreeFlow ® Core
Installation Guide
7
Installing Xerox ® FreeFlow ® Core Software
FreeFlow
®
Core License
TTrriiaall LLiicceennssee
You can install Xerox ® FreeFlow ® Core in Trial mode without a license. The Trial version includes all optional modules, including connectivity for up to two output destinations, and is fully functional for
45 days.
PPrroodduuccttiioonn LLiicceennssee
The Xerox ® FreeFlow ® Core Software License Enablement Kit delivered with your order contains your activation key and product serial number. Depending on your product configuration, you receive one or more enablement kits with an activation key for each module.
• The first time that you acquire a license, enter the activation keys for your entire software configuration. For example, if your software configuration includes the base software and the
Advanced Prepress module, redeem each activation key individually.
• If you obtain the license file using the Xerox Software Activation Portal (SWAP), before you download the license file, redeem all activation keys.
• If you obtain a license from the Internet, refer to
in this guide.
You can license Xerox ® FreeFlow ® Core during installation over the Internet. If the Xerox ® FreeFlow ®
Core server does not have access to the Internet, obtain a license file using the Xerox SWAP.
1. To obtain a license file, access the Xerox SWAP website: https://www.xeroxlicensing.xerox.com/ activation/
2. Enter your activation key. Click Next .
3. Enter all required customer information. Click Next .
4. Review the license information.
• To make changes to the license information, select Back .
• To redeem more activation keys, select Activate Another License .
• After you have redeemed all activation keys, select Save and Download License File . To save the file to the local file system, select Save and Download License File .
5. To exit the Xerox SWAP, close the Web browser.
Before you install a backup copy of the Xerox ® FreeFlow ® Core software, to obtain a valid backup license file, contact your Xerox Technical Customer Support or Xerox partner.
Caution: Do not attempt to license the backup software over the Internet. Do not use the
Xerox Software Activation Portal (SWAP) to obtain a backup license during the installation process. Follow the instructions that are included with your Xerox ® FreeFlow ® Core backup
Software License Enablement Kit.
The license for the backup server includes the license entitlement for all Xerox ® FreeFlow ® Core optional modules purchased with the production server.
8 Xerox ® FreeFlow ® Core
Installation Guide
Installing Xerox ® FreeFlow ® Core Software
Preparing for System Installation
1. To install Xerox ® FreeFlow ® Core in a secure environment, identify a valid account to use to access FreeFlow Core optional shared folders and the SQL Server.
If you are unsure whether your account is valid, before you proceed, contact Xerox Technical
Customer Support.
2. Install all Windows updates except prerelease or preview updates. Prerelease and preview features are not supported.
3. Ensure that the operating system where you are installing Xerox ® FreeFlow ® Core is configured with a static IP address.
4. Install Microsoft SQL Server Standard or Express.
• If a local copy of the Microsoft SQL Server is not present on the Xerox ® FreeFlow ® Core server, the FreeFlow Core Installer allows you to install a local copy of Microsoft SQL Server Express.
• You can install Microsoft SQL Server Standard or Express manually on the local Xerox ®
FreeFlow ® Core server or on a remote server. If you install SQL Server manually on the local server, ensure that you are logged in as the same user that operates the Xerox ® FreeFlow ®
Core server. To install Microsoft SQL Server on a remote server, refer to the Microsoft SQL installation guide.
When you install Microsoft SQL Server, refer to the following recommendations:
– It is recommended that you use a named database instance.
– It is recommended that you install the database instance with mixed-mode authentication.
– The use of SQL authentication with the system administrator (sa) account is not recommended. However, this option is supported. If you use a custom database account, ensure that the account has system administrator privileges on the database instance.
Refer to
Database Permissions for Active Directory or Local Windows Users .
– Installation of the database instance on a compressed Windows file system volume is not supported.
5. If Microsoft Office conversion is required, install Microsoft Office.
Before you install Xerox ® FreeFlow ® Core, for supported versions of Microsoft Office, refer to the
Xerox ® FreeFlow ® Core Release Notes . For more information, refer to
Xerox ® FreeFlow ® Core
Installation Guide
9
Installing Xerox ® FreeFlow ® Core Software
Installing the Xerox
®
FreeFlow
®
Core Software
1. Double-click XeroxFreeFlowCore-6.n.n-Setup.exe
. If you see an onscreen prompt to restart, restart the server, then run the installer again.
Note: Wait several minutes for the operating system to fully initialize, then double-click the installer to continue the installation process.
If you receive a message that indicates that an error occurred during the attempt to configure server roles and features, wait approximately 5–10 minutes before you restart the installer. If the problem persists, contact Xerox Technical Customer Support for assistance.
2. To display the installer user interface, select your language, then click OK .
3. If the prerequisites are not configured, and a System Check log appears, perform the following steps: a.
Cancel the Xerox ® FreeFlow ® Core installation.
b.
Before you continue the installation, in the System Check log, search for the word
Error
, then resolve any problems. If you require assistance, contact Xerox Technical Customer
Support.
Note: When you install Xerox ® FreeFlow ® Core with a remote database instance, sometimes the system check displays the error message SQL Server not found .
You can ignore the error message.
c.
Continue the installation of Xerox ® FreeFlow ® Core.
4. If you receive an onscreen prompt to restart, restart the server.
5. Restart the Xerox ® FreeFlow ® Core Installer.
6. In the Welcome window, click Next , then follow the onscreen instructions. The onscreen information depends on the state of your server.
a.
In the License Agreement window, read and accept the terms of the license agreement.
Click Next .
b.
In the Destination Folder window, change the workflow data folder to install the software on your largest hard drive partition. Click Next .
7. Add a license. Choose one of the following:
• If you have a license file, select Add or Change license DAT file . Use the open file dialog, then select the license file. Click Next , then continue to
.
• If you have an Activation Key, select License over the Internet using Activation Key . Click
Next . The FreeFlow ® Core License utility opens. Continue to the next step.
• To install a 45-day trial license, select Install Trial Software . Click Next , then continue to
8. From the license tool, perform the following steps: a.
Select Download license from Software Activation Portal . Click Next .
b.
On the SWAP Instruction screen, click Next .
10 Xerox ® FreeFlow ® Core
Installation Guide
Installing Xerox ® FreeFlow ® Core Software
c.
On the next two screens, enter the required information, then click Next . The license is added automatically to your system.
Note: During installation, ensure that you use the Xerox ® FreeFlow ® Core Base
Activation Key. If the Xerox ® FreeFlow ® Core configuration contains optional modules, you can enable the modules now.
To enable the optional modules after installation, refer to
d.
To close the license tool, click Finish .
9. If you are using Microsoft Office file conversion or remote file shares for hot folders or output folders, do one of the following:
• Enter the name of the Windows account that runs the Xerox ® FreeFlow ® Core services.
• Select the check box for the local system account.
If you use a domain account:
• Enter the domain account in this format: <domain>\<user-name> .
• Enter the domain account password.
If you use a local account:
• Enter the user name in one of the two formats:
<host-name>\<user-name> or
<username>
.
• Enter the local account password.
Note: The installer configures the services and Microsoft Message Queuing (MSMQ) automatically, using the Windows account credentials. To change the settings after installation, from the Windows Start menu, use the FreeFlow ® Core Configure utility.
10. Enter the database administration information. Click Next .
a.
For a database installed on the Xerox ® FreeFlow ® Core Server:
• For a domain account, enter the administrator name in this format:
<domain>\<username>
. Enter the domain account password.
• For a local account, enter the administrator name in one of the following two formats:
<host-name>\<user-name> or
<user-name>
. Enter the local account password.
• The Xerox ® FreeFlow ® Core installer differs from the Microsoft ® SQL Server installer. In the Xerox ® FreeFlow ® Core installer, you enter the host name and instance ID in separate fields.
b.
For a remote database installed on a separate database server:
• For a domain account, enter the administrator name in this format: <domain>\<username> . Enter the domain account password.
• Local accounts are not supported when you use a remote database.
• The Xerox ® FreeFlow ® Core installer differs from the Microsoft ® SQL Server installer. The host name and instance ID are entered in separate fields.
• Enter the remote server name as one of the following: A Fully Qualified Domain Name
(FQDN), a DNS name, or an IP address.
Note: For a remote database configured with mixed-mode authentication, the local system account is not supported.
11. After installation completes, click Finish , then to restart the server click Yes .
Xerox ® FreeFlow ® Core
Installation Guide
11
Installing Xerox ® FreeFlow ® Core Software
License Updates
If any of the following conditions exist, update the FreeFlow ® Core license:
• Xerox ® FreeFlow ® Core configuration contains optional modules, and during installation, you elected to license over the Internet, using the activation key.
• You want to upgrade a Trial license to a Production license.
To update Xerox ® FreeFlow ® Core software licensing:
1. From the Windows Start menu, run the FreeFlow ® Core License utility .
2. For each license file or activation key, follow the Xerox ® FreeFlow ® Core installation production license instructions. Refer to
3. When all license files are installed, or when all activation keys are redeemed, restart the server.
12 Xerox ® FreeFlow ® Core
Installation Guide
3
Optional Installation Procedures
This chapter contains:
Xerox ® FreeFlow ® Core
Installation Guide
13
Optional Installation Procedures
Windows Shared Folders or Microsoft Office
Conversion Setup
If you use Shared Windows Directories or Microsoft Office file-conversion software, a valid service account is required to run the Xerox ® FreeFlow ® Core. To change the settings, from the Windows
Start menu, use the FreeFlow ® Core Configure utility.
The service account includes the following features:
• Runs Xerox ® FreeFlow ® Core services
• Has full control over the FreeFlow ® Core message queue
• Has access to Shared Windows Directories
Addddiinngg SShhaarreedd FFoollddeerr C
Accccoouunntt
If the Windows account that is used for the Xerox ® FreeFlow ® Core service has access to the shared folders, additional configuration is not required.
Note: Shared folders follow the Universal Naming Convention (UNC), and list the full path. For example:
\\<server>\<path>\file.ext
. Mapped drives are not supported.
1. To validate access to a shared folder, log in to the Xerox ® FreeFlow ® Core server using the same
Windows account that you used for the Xerox ® FreeFlow ® Core services.
2. From the Windows Start menu, select Run .
3. Type the UNC path to a folder or file in the shared directory. Click OK .
The file or folder opens without prompting for login credentials.
If needed, you can add credentials to the Windows account that is used for the Xerox ® FreeFlow ®
Core service. Consult with your local IT department, if necessary, to determine the requirements at your location.
1. Select Control Panel → User Accounts → Credential Manager → Windows Credentials .
2. Click Add a Windows Credential .
3. Specify the server Internet or network address and a valid user name and password. Click OK .
4. Validate access to the server.
14 Xerox ® FreeFlow ® Core
Installation Guide
4
Post-Installation Procedures
This chapter contains:
Xerox ® FreeFlow ® Core
Installation Guide
15
Create an Administrator Account
1. Open the Xerox ® FreeFlow ® Core user interface. From the Windows Start menu, select Xerox ®
FreeFlow ® .
Core .
Note: To access the FreeFlow ® Core server from a remote browser, access the hostname
URL: http://<host-name>/freeflowcore
, or use the IP address of the FreeFlow ®
Core server: http://<ip-address>/freeflowcore
.
2. To create an administrator account, for the Username and Password fields, enter the administrator account credentials.
16 Xerox ® FreeFlow ® Core
Installation Guide
Easy Start Workflows
To configure your server with predefined workflows, download the Xerox ® FreeFlow ® Core Easy Start
Workflows. To obtain the Easy Start Workflows, access the FreeFlow ® Core webpage at http://xerox.
com/automate . In the Owner Resources section, select Drivers & Downloads . For detailed descriptions of each workflow and product configuration requirements, refer to the Xerox ® FreeFlow ®
Core Easy Start Workflows Getting Started Guide . You can download the guide from the Owner
Resources section.
Xerox ® FreeFlow ® Core
Installation Guide
17
Windows Firewall and Virus Protection
Windows firewall enablement and configuration details are provided in the Xerox ® FreeFlow ® Core
Security Guide . The guide includes anti-virus software configuration recommendations. The Security
Guide is available from the Xerox Security Information website at https://www.xerox.com/ information-security/ .
18 Xerox ® FreeFlow ® Core
Installation Guide
5
Upgrades
For upgrade instructions, refer to the Xerox ® FreeFlow ® Core Release Notes . To obtain the release notes, access the Xerox ® FreeFlow ® Core webpage at https://xerox.com/automate . In the Resources section, click System Requirements , then click the link to the release notes.
Xerox ® FreeFlow ® Core
Installation Guide
19
20 Xerox ® FreeFlow ® Core
Installation Guide
Database Permissions for Active Directory
A
or Local Windows Users
This appendix contains:
This section describes the remote or local database permissions required for Active Directory (AD) or local Windows users.
When the user selects Windows authentication in the installer or FreeFlow Core Configure, the
FreeFlow Core service account requires permissions to access the Microsoft SQL Server. If the
FreeFlow service account does not have the necessary permissions, this section provides the steps required to assign the required permissions.
Xerox ® FreeFlow ® Core
Installation Guide
21
Database Permissions for Active Directory or Local Windows Users
SQL Database Permissions Required for the
FreeFlow Core Service Account
The SQL database permissions required for FreeFlow Core service account are as follows:
• During the installation of FreeFlow Core, the SQL Server login permissions are required for the
FreeFlow Core service account and logged-in Windows user.
• During the installation of FreeFlow Core, the dbcreator server role is required for the FreeFlow Core service account and the logged-in Windows user.
• After the installation, db_owner user mapping is required in the SQL server.
Note: The sysadmin server role is not required for the FreeFlow service account or the logged-in
Windows user.
The following table specifies when manual configuration is required to set database permissions for
Active Directory (AD) or local Windows users:
FreeFlow Core Database
Authentication Specified in
FreeFlow Core Installer or
FreeFlow Core Configure
Windows Authentication
Windows Authentication
Windows Authentication
SQL Authentication
Status of SQL Database User
1 AD user does not have access to the remote SQL database.
2 Local Windows or AD user does not have access to the local SQL database.
AD or local Windows user has access to the SQL database, but does not have sufficient permissions to access the FreeFlow Core database, such as dbcreator or sysadmin permissions.
After the FreeFlow Core database is created during installation, the user is not mapped to the db_owner role for the database in the SQL server.
User mapping is required before you restart the system after installation.
Not applicable
Required Procedure
Creating an SQL Login for a User and Assigning Permissions
Assigning Permissions for Users with Existing SQL Logins
Mapping Users to the db_owner role for the FreeFlow Core
No manual configuration required
22 Xerox ® FreeFlow ® Core
Installation Guide
Database Permissions for Active Directory or Local Windows Users
Creating an SQL Login for a User and Assigning
Permissions
For Active Directory or local Windows users who do not have access to the SQL database, you need to create an SQL login. After you create the login, you need to assign the necessary permissions so that the user has access to the FreeFlow Core database.
Note: For the remote database connection, SQL server does not allow the user to create the local Windows user account.
1. Use the Microsoft SQL Server Management Studio to connect to the SQL server using an account with SQL server sysadmin privileges.
2. In the Object Explorer navigation pane, expand Security , then expand Logins .
3. Right-click Logins , then select New Login… .
The Login - New dialog box appears.
4. In the left navigation pane, select the General page. In the Login name: field, provide the fully qualified user name, and select Windows authentication .
Note: Ensure that the Active Directory account uses the fully qualified domain name, for example, <domain>\<user-name>. Ensure that the windows accounts include the machine name, for example, <system-name>\<user-name>.
5. In the left navigation pane, select the Server Roles page.
6. In the Server roles list, select the dbcreator or sysadmin check box, depending on the level of access required, then click OK .
The SQL login is created for the AD or local Windows user with access to the dbcreator or sysadmin server role.
Note: If you create SQL login with access to the dbcreator server role, after you install FreeFlow
Core, perform user mapping. For more information, refer to
Mapping Users to the db_owner role for the FreeFlow Core Database .
Xerox ® FreeFlow ® Core
Installation Guide
23
Database Permissions for Active Directory or Local Windows Users
Assigning Permissions for Users with Existing
SQL Logins
If a user has an SQL login, but does not have sufficient permissions to access the FreeFlow Core database, perform the following steps:
1. Log in to the SQL server with the Active Directory (AD) or SA account (SQL Account). To perform this procedure, sysadmin permissions are required.
2. In the Object Explorer navigation pane, expand Security , then expand Logins .
3. In the list of logins, verify whether the SQL login name is available for the Active Directory or local
Windows user that you want to assign permissions to. If the SQL login name does not appear in the list, refer to
Creating an SQL Login for a User and Assigning Permissions .
4. Right-click the SQL login name and select Properties .
The Login Properties dialog box appears.
5. In the left navigation pane, select the Server Roles page. In the Server roles list, select the dbcreator or sysadmin check box, depending on the level of access required, then click OK .
Note: If you create SQL login with access to the dbcreator server role, after you install FreeFlow
Core, perform user mapping. For more information, refer to
Mapping Users to the db_owner role for the FreeFlow Core Database .
24 Xerox ® FreeFlow ® Core
Installation Guide
Database Permissions for Active Directory or Local Windows Users
Mapping Users to the db_owner role for the
FreeFlow Core Database
To assign permissions to the created FreeFlow Core database, you need to map the users to the db_ owner role for the database. After the FreeFlow Core installation is complete, perform the following steps:
1. Log in to the SQL server with the Active Directory (AD) or SA account (SQL Account). To perform this procedure, sysadmin permissions are required.
2. In the Object Explorer navigation pane, expand Security , then expand Logins .
3. Right-click the SQL login name and select Properties .
The Login Properties dialog box appears.
4. In the left navigation pane, select the User Mapping page.
5. In the Users mapped to this login: section, select the name of the FreeFlow Core database. In the Database role Membership for: section, select the db_owner check box.
FreeFlow Core databases have the prefix OAP.
6. For each FreeFlow Core database, repeat
.
7. Click OK .
Xerox ® FreeFlow ® Core
Installation Guide
25
Database Permissions for Active Directory or Local Windows Users
26 Xerox ® FreeFlow ® Core
Installation Guide
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