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titleLive Forms In-house Quick Start Installation Guide

 provides a downloadable version for local installations that runs  without further configuration on a Windows systems. This bundle includes an HSQL embedded database. Once you have downloaded and obtained your trial license key, follow these steps to install in your environment.

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titleInstallation Guides

 On This Page:

Table of Contents


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The following prerequisites must be satisfied in order to run in-house.

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4. Browse http://<your server:port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server>  to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status:


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title Click here if you see an error about Insight Server Configuration when you browse the login URL.
Warning

If you start before the Insight server, you will see this message when you browse the login URL. Follow these steps to start the servers in the correct order:

  1. Navigate to your <frevvo-home> directory.
  2. Run the stop-frevvo batch file.
  3. Open a command prompt. Navigate to <frevvo-home>\solr-x.x.x. (Replace "x.x.x" with your solr version number.)
  4. Type bin\solr.cmd start to start the Insight server.
  5. Browse http://<your server:port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change <your server> to the server name and <your port> to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>.
  6. Navigate to your <frevvo-home> directory.
  7. Run the start-frevvo batch file.

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  1. Login as one of the newly created users with the frevvo.Designer role by filling in the user@<your tenant> ex: designer@mycompany and the password that you assigned to this user on the Login screen. The page that displays is called the Projects Home Page.
  2. If you are new to  and have not created any projects yet, you will see the following message. Click the  Guided Tour icon to quickly familiarize yourself with the basics.
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  3. You can find examples on creating your own workflows on the In-Depth Tutorials page. Refer to Getting Started for the next steps to follow to create forms/workflows.  


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titleSecurity Managers

Trial tenants are configured to use the frevvo Default Security Manager by default. Once you have purchased a license for your tenant, you can switch the Security Manager of your tenant and retain forms/workflows, users, roles and submissions.

If you are planning to switch the Security Manager of your tenant to LDAP or SAML Security Managers in the future, make sure the users created in the default security manager tenant have the same user names as the users in your LDAP server or identity provider.

Detailed Installation Instructions

When you have completed the trial period and you are ready to customize your server software, please see the detailed In-house Installation Guide.

Warning

The bundle includes an HSQL embedded database. If you use the HSQL database during your trial period, you cannot migrate the data (user, roles, applications) automatically from HSQL to your production database. Once your production database is in place, you must manually: 

  1. Create your tenant.
  2. Use csv upload feature to move your users/roles to the tenant.
  3. Download and upload the applications from designer user accounts in the trial database to the designer users in the new database.

 

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