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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. If you are planning to install a trial version of , sign up and register to download the software. Follow the steps listed below in the The Quick Start Installation Guide for easy setup of  in-house on a Windows system. 

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 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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  • Review the Supported Platforms list.
  • You must have the Java Development Kit (JDK)  versions 1.7 or 1.8 or Java Runtime Environment (JRE) versions 7(update 21 or greater) or 8 installed on your system.
    • Click here to go to the Java SE Downloads site if necessary
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    Version 7 downloads are located further down the page.
    Be sure to accept the license agreement and select the correct version 32 (x86) or 64 (x64) bit depending on the architecture of your Windows system
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  • When the download completes, click Run to install it.
    • Return to this page and continue with Set Up the Environment when the Java download and the installation are completed.

 Set Up the Environment

  • If you downloaded the JDK then make sure that the JAVA_HOME environment variable is set to the installation directory of your JDK  for example, C:\Program Files\Java\jdk1.7.0_09. Refer to JDK or JRE Prerequisite for the details.

  • If you downloaded the JRE then make sure that the JREJAVA_HOME environment variable is set to the installation directory of your JRE for example, C:\Program Files\Java\jre7. Refer to JDK or JRE Prerequisite for the details.

Quick Start Installation

Once you have a machine that satisfies the above requirements, you must:

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Unpack the download

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These steps will guide you through the process.

Download .

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You can generate a 30 day license by clicking on the Generate a trial License link on the screen that displays or clicking on the license manager link in the email you receive confirming that your activation was successful. 

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Tip

Save this email as it provides important information about Live Forms and links to the License Manager, customer support, documentation and Quick Start videos.

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Unpack the download zip

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zip

 requires the Insight server for the Reporting feature. The Insight server is included in the tomcat bundle. It is recommended that you start the Insight server first before starting . Further configuration is not necessary for the trial period. Follow these steps:

  1. Unzip the frevvo zip file (downloaded in Step 4 in the previous section) into a location of your choice: e.g. c:\frevvo.   We'll refer to this directory below as <frevvo-home>.
  2. Ensure that you do not have another server running on ports 8082 or 8983
  3. Open a command prompt. Navigate to <frevvo-home>\solr-5.4.1.
  4. 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:



  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 <>. 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.

  6. Navigate to <frevvo-home>\frevvo and double-click Start frevvo. This starts tomcat on port 8082 with  pre-configured.
  7. Open the ' home page in a new browser window. e.g. http://localhost:8082/frevvo/web/login.
  8. Enter the license key you generated from the confirmation email in the License Key box. Click Submit. The  login screen will display.



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. Naviagate to your <frevvo-home> directory.
  2. Run the stop-frevvo batch file.
  3. Open a command prompt. Navigate to <frevvo-home>\solr-5.4.1.
  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. Naviagate to your <frevvo-home> directory.
  7. Run the start-frevvo batch file.

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  1. Click the "Manage Tenants" 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 in the form and submit it. The new tenant will be created.

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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.

Info

Trial tenants in the cloud are initially configured with to use the frevvo Default security 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.If you want to change the Security Manager of your tenant, cloud customers should contact sales@frevvo.com to initiate the process.

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 the tenants.
  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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