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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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titleInstallation Guides

 On This Page:

Table of Contents


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Download  and Generate your Customer License Key

  1. Register on frevvo's web site. 

     
     
  2. You will see this message:



  3. You will receive an email to the address provided with a link to confirm your email address. 

     

  4. Click on the email link to download the software to your local computer. We will unpack and install it after the license key is generated. Register a  user name/password then click Submit

     

  5. 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.

  6. Login with your registered user name/password to access the License Manager. 



  7. You can manage your personal information and generate/manage in-house and Confluence licenses from this page. Click on the link to select the type of license you wish to generate.



  8. Click the link to generate a  full feature 30 day trial license. 

     

  9. Copy the license key. Click Back to My Account and logout of the License Manager.

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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

tenants in the cloud are initially configured with the frevvo Default security Manager.  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 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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