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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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  1. Ensure that you do not have another server running on ports 8082 or 8983
  2. Open a command prompt. Navigate to <frevvo-home>\solr-x.x.x (replace "x.x.x" with your solr version number.)
  3. Type bin\solr.cmd start to start the Insight server. This starts the Insight server in the background, listening on port 8983.


    You will see this message:
  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:



    Warning

    If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or set up Live Forms and the Insight Server to run as Windows services.

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  1. Navigate to <frevvo-home>\frevvo and double-click Start frevvo. This starts tomcat on port 8082 with  pre-configured.
  2. Open the  home page in a new browser window. e.g. http://localhost:8082/frevvo/web/login.

  3. Enter the license key from the confirmation email in the License Key box. Click Submit. The  login screen will display.

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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. Click the "Manage Tenants" link  link on the page that displays.
  2. There is a single tenant named "d." This is the default tenant.
  3. Click the  icon to create a tenant, fill . Fill in the form and submit it. The new tenant will be created.

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  1. Click the  icon, to administer the newly created tenant.
  2. On the page that is displayed, click the "Manage Users" link link.
  3. There is a single user (the administrative user you defined when you created the tenant). 
  4. Click the  icon , fill to create a new user. Fill in the form and submit it. Assign Roles to the user as desired. Note that you must assign the frevvo.Designer role to any users who wish to design forms.
  5. The new user will be created. Create as many users and assign them roles as needed.
  6. Logout of the admin account.
  7. Congratulations! is installed and ready for use. You can start building forms and workflows right away.

Start building forms and workflows

  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 Application Home Page.
  2. If you are new to  and have not created any applications yet, you will see the following Getting Started message. Click the link to navigate to the Evaluation Guide for your version.

  3. You can find examples on creating your own workflows on the Tutorials page. Refer to Getting Started for the next steps to follow to create forms/flows. 

 

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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/flows, users, roles and submissions.

Tenants using the Default Security Manager can be migrated to:

  • Default Security Manager → LDAP
  • Default Security Manager → SAML  
  • Default Security Manager → Azure SAML

Tenants using the LDAP Security Manager can migrate to:

  • LDAP → SAML
  • LDAP → Azure SAML

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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