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Binary Tree Directory Sync Pro for Notes 20.11 - Requirements and Installation Guide

Section 6. Installing Directory Sync Pro

This guide includes the steps for installing Directory Sync Pro. The installer creates a local group on the Directory Sync Pro server named BTDirSyncPro and will add the currently logged in user to the group. Other users or a Domain group can be added to provide access to other users.

It is recommended to select “SQL Server Authentication” during the Directory Sync Pro server console installation if multiple people will be accessing the Directory Sync Pro web user interfaces.  Otherwise, if “Windows Authentication” is chosen during installation, create a security group in AD and assign DB Owner rights to the Directory Sync Pro SQL databases and add all the users that need access to the console as members.

6.1 Installing Directory Sync Pro on a Windows Server

  1. Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  2. Double-click the executable to begin installing Directory Sync Pro. The Welcome screen appears. Click Next to continue.

  3. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  4. For first time installation, click the Advanced Installation option

  5. Select Use existing SQL server:

     

  6. The Recommended Components for This Computer screen appears. By default, only the Directory Sync Pro components are selected. Click Next to continue.

  7. Choose the directory where you want Directory Sync Pro to be installed.

  8. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  9. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  10. The Ready to Install the Program screen appear. Click Install to begin the installation. A series of loading and progress screens will appear.

  11. When the installation has completed, click Finish.

  12. The package installer screen will finish loading in the background. Click Finish to complete the installation.

The Apps screen or Start Menu is updated and the Active Directory Pro and Directory Sync Pro icons are added to the desktop.

Apps screen:

cid:image001.png@01D552BD.DA5A3860

Desktop icons:

 

 

 

6.2 Installing Directory Sync Pro and Active Directory Pro on a Domino Server

Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  1. Double-click the executable to begin installing Directory Sync Pro for Domino. The Welcome screen appears. Click Next to continue.

  2. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  3. If this is a first-time installation, click Next on following screen:

  4. Click Browse to select where Directory Sync Pro will be installed on the Domino server.

  5. Select the location of your Notes.ini file.

  6. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  7. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  8. Click Install to begin the installation of Directory Sync Pro on the Domino server.

     

  9. Select Let Setup modify the notes.ini file and click Next.

  10. Click OK to restart the Domino server.

  11. Click Finish

  12. The installation is complete. Click Finish to close the wizard.

6.1 Installing Directory Sync Pro on a Windows Server

This guide includes the steps for installing Directory Sync Pro. The installer creates a local group on the Directory Sync Pro server named BTDirSyncPro and will add the currently logged in user to the group. Other users or a Domain group can be added to provide access to other users.

It is recommended to select “SQL Server Authentication” during the Directory Sync Pro server console installation if multiple people will be accessing the Directory Sync Pro web user interfaces.  Otherwise, if “Windows Authentication” is chosen during installation, create a security group in AD and assign DB Owner rights to the Directory Sync Pro SQL databases and add all the users that need access to the console as members.

  1. Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  2. Double-click the executable to begin installing Directory Sync Pro. The Welcome screen appears. Click Next to continue.

  3. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  4. For first time installation, click the Advanced Installation option

  5. Select Use existing SQL server:

     

  6. The Recommended Components for This Computer screen appears. By default, only the Directory Sync Pro components are selected. Click Next to continue.

  7. Choose the directory where you want Directory Sync Pro to be installed.

  8. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  9. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  10. The Ready to Install the Program screen appear. Click Install to begin the installation. A series of loading and progress screens will appear.

  11. When the installation has completed, click Finish.

  12. The package installer screen will finish loading in the background. Click Finish to complete the installation.

The Apps screen or Start Menu is updated and the Active Directory Pro and Directory Sync Pro icons are added to the desktop.

Apps screen:

cid:image001.png@01D552BD.DA5A3860

Desktop icons:

 

 

 

6.2 Installing Directory Sync Pro and Active Directory Pro on a Domino Server

Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  1. Double-click the executable to begin installing Directory Sync Pro for Domino. The Welcome screen appears. Click Next to continue.

  2. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  3. If this is a first-time installation, click Next on following screen:

  4. Click Browse to select where Directory Sync Pro will be installed on the Domino server.

  5. Select the location of your Notes.ini file.

  6. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  7. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  8. Click Install to begin the installation of Directory Sync Pro on the Domino server.

     

  9. Select Let Setup modify the notes.ini file and click Next.

  10. Click OK to restart the Domino server.

  11. Click Finish

  12. The installation is complete. Click Finish to close the wizard.

6.2 Installing Directory Sync Pro and Active Directory Pro on a Domino Server

This guide includes the steps for installing Directory Sync Pro. The installer creates a local group on the Directory Sync Pro server named BTDirSyncPro and will add the currently logged in user to the group. Other users or a Domain group can be added to provide access to other users.

It is recommended to select “SQL Server Authentication” during the Directory Sync Pro server console installation if multiple people will be accessing the Directory Sync Pro web user interfaces.  Otherwise, if “Windows Authentication” is chosen during installation, create a security group in AD and assign DB Owner rights to the Directory Sync Pro SQL databases and add all the users that need access to the console as members.

6.1 Installing Directory Sync Pro on a Windows Server

  1. Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  2. Double-click the executable to begin installing Directory Sync Pro. The Welcome screen appears. Click Next to continue.

  3. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  4. For first time installation, click the Advanced Installation option

  5. Select Use existing SQL server:

     

  6. The Recommended Components for This Computer screen appears. By default, only the Directory Sync Pro components are selected. Click Next to continue.

  7. Choose the directory where you want Directory Sync Pro to be installed.

  8. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  9. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  10. The Ready to Install the Program screen appear. Click Install to begin the installation. A series of loading and progress screens will appear.

  11. When the installation has completed, click Finish.

  12. The package installer screen will finish loading in the background. Click Finish to complete the installation.

The Apps screen or Start Menu is updated and the Active Directory Pro and Directory Sync Pro icons are added to the desktop.

Apps screen:

cid:image001.png@01D552BD.DA5A3860

Desktop icons:

 

 

 

Download the installer executable file from the FTP site and save it on the Binary Tree Windows Server.

  1. Double-click the executable to begin installing Directory Sync Pro for Domino. The Welcome screen appears. Click Next to continue.

  2. The License Agreement screen appears. To accept the terms of the license agreement and continue with the install, select “I accept the terms in the license agreement” and click Next.

  3. If this is a first-time installation, click Next on following screen:

  4. Click Browse to select where Directory Sync Pro will be installed on the Domino server.

  5. Select the location of your Notes.ini file.

  6. The Database Server Login screen appears. Enter the SQL Database Server location, credential information, and database name. Click Next to continue. If you chose to install SQL Server Express, the installer sets the “sa” account with the default password “Password1”.

  7. The Database Server Login screen appears again, this time for the logging database. Enter the SQL Database Server location for the logging database, credential information, and database name. Click Next to continue.

  8. Click Install to begin the installation of Directory Sync Pro on the Domino server.

     

  9. Select Let Setup modify the notes.ini file and click Next.

  10. Click OK to restart the Domino server.

  11. Click Finish

  12. The installation is complete. Click Finish to close the wizard.

Section 7. Upgrading Directory Sync Pro

Directory Sync Pro can be upgraded to a new version without uninstalling the existing version. The install wizard will detect the necessary changes and manage the upgrade.

7.1 Supported Upgrade Path

Upgrades are supported to the latest GA (Generally Available Release) from two GA versions prior. GA releases are listed on our website. If you are upgrading to a CSR (Customer Specific Release), please contact Binary Tree Support for clarification on whether the upgrade is supported.

If upgrading from a release older than two releases prior to the current GA, it is highly recommended that Binary Tree Support is contacted to discuss upgrade options for your specific environment. Some implementations which are more complex or have custom configurations may require a dedicated resource to assist in the upgrade process. If the upgrade goes beyond the scope of product support, this issue will be escalated to our Professional Services to assist at a billable rate.

Please contact Quest Support if you have questions or need clarification on the Directory Synchronization upgrade process.

7.2 Upgrade Process

Directory Sync Pro can be upgraded to a new version without uninstalling the existing version. The installation wizard will detect the necessary changes and manage the upgrade.

The PowerShell commands that are installed and stored in the SQL database should not be modified as they may be lost during an upgrade.

Careful consideration should be taken when:

  • Upgrading in a production environment

  • Upgrading an older release of Directory Sync Pro to the latest release

Recommendations:

  • Truncating the log or reducing the log size as much as possible before upgrading is recommended. This will reduce the amount of time needed to rebuild the log table index during the upgrade process.

  • The examination of the Log SQL database during an upgrade may take longer than expected. Please allow the process to complete and the upgrade installation to proceed.

  1. Download the install executable file of the new version from the FTP site and save it on the server.

  2. Run the executable file. The install wizard will appear and proceed through the standard installation steps.

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