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7.1.

0000 Post Fixes


Installation Instructions
Installation Guide

ColumbiaSoft Corporation
15495 SW Sequoia Pkwy, Suite 190
Portland, OR 97224
800-298-1172
www.documentlocator.com
supportteam@columbiasoft.com

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Installation Guide

Table of Contents
Introduction ...................................................................................................................... 4
Where to get Post Fixes:..................................................................................................... 4
How to Apply Post Fixes: .................................................................................................... 4
Apply Document Locator Server Component Updates and Update Repositories ........................ 5
Windows 2016 Users....................................................................................................... 5
!IMPORTANT!.............................................................................................................. 6
Windows 2012 (R2) Users ............................................................................................... 6
!IMPORTANT!.............................................................................................................. 6
Windows 2008 (R2) Users ............................................................................................... 7
!IMPORTANT!.............................................................................................................. 7
Apply Document Locator WebTools Component Updates ....................................................... 8
!IMPORTANT!.............................................................................................................. 8
Windows 2016 Users....................................................................................................... 8
Windows 2012 (R2) Users ............................................................................................... 9
Windows 2008 (R2) Users ..............................................................................................10
Apply Document Locator Client Component Updates ............................................................11
Windows 10 Users .........................................................................................................12
Windows 8 and 8.1 Users ...............................................................................................12
Windows 7 and Vista Users .............................................................................................12
Apply Document Locator Scan Connector Updates ...............................................................12
Windows 10 Users .........................................................................................................13
Windows 8 and 8.1 Users ...............................................................................................13
Windows 7 and Vista Users .............................................................................................13
Apply Document Locator SharePoint Connector Updates .......................................................13
Windows 2008 (R2) Users ..............................................................................................13
Apply Document Locator eCopy Connector Updates .............................................................14
Windows 8 Users ...........................................................................................................14
Windows 7 Users ...........................................................................................................14

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Installation Guide

Introduction
!!! STOP !!!
These instructions only apply to Document Locator 7.1. Right-click the Document Locator
icon on the desktop and click About Locator to find the specific build number.
Document Locator post fixes are commonly validated within our test environment with the base
installation and configuration. If you have custom code beyond the base installation, validate
these post fixes in your test environment before deploying to production. If you should need
assistance with custom codes created by ColumbiaSoft, contact supportteam@columbiasoft.com
for guidance. See Patch Report.pdf for details regarding individual issues and resolutions.

Where to get Post Fixes:


1. Go to https://webtools.columbiasoft.com and navigate to the
Documents\Support\Current Versions\710000 folder.
2. Download all files to a central location. Choose all files from the list and right-click and
select Download.

Note: Before you begin the process for applying updates, confirm the build number of the
software installed. Go into Control Panel-->Programs and Features and review the current
build number (Version column) for each installed Document Locator product. If you are already
up-to-date, there is no need to apply updates.

It’s also important to note that Client updates should not be newer than Server updates.

How to Apply Post Fixes:


If you do not own the optional modules like WebTools, eCopy, SharePoint or Scanning, skip
those updates. It is critical that post fixes should be applied in the order listed below. The script
files for Server, WebTools, Scan, SharePoint and eCopy are not specific to 32-bit or 64-bit
operating systems. Client installs are specific to 32-Bit and 64-Bit operating systems.

1. Apply Document Locator Server Component updates.


2. Update Repositories.
3. Apply Document Locator WebTools Component updates.
4. Apply Document Locator Client Component updates.
5. Apply Document Locator Scan Component updates.
6. Apply Document Locator SharePoint Component updates.
7. Apply Document Locator eCopy Component updates.

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Installation Guide

Apply Document Locator Server Component Updates and


Update Repositories
Perform the following steps on the computer with the Document Locator Server software
installed. You may be prompted to reboot the machine.

1. Close off all applications.


2. Download dl_server_71027.msp to the C drive.
3. If you have a Document Locator custom action used for workflows, subscriptions or
record policies that is using an XML parameter, you need to back up the XML parameter
value from the registry. When patch files are applied to a machine, this registry value
will be cleared and need to be replaced.
a. On the server machine, access the registry.
b. In the registry, navigate to
HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Columbiasoft\Pr
oduct Registration.
c. In the Product Registration key, look for XMLParameterFile.
i. If you do not see a value displayed for XMLParameterFile, you are
done. Close the registry.
ii. If you do see a value displayed for XMLParameterFile, do one of the
following:
1. Copy out the value to a Notepad file and save for later
2. Export the Product Registration key to your machine and then
modify the associated .reg file to keep only the XMLParameterFile
value.

Windows 2016 Users


1. In the Search field in the Windows task bar, type CMD.
2. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Type msiexec /p C:\dl_server_71027.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when finished.
6. You may be prompted to reboot the machine.
7. In the Search field in the Windows task bar, type Document Locator Database
Manager. Right-click on the Document Locator Database Manager and click More
and then click Run as Administrator. The Document Locator Database Manager tool
opens.
a. Note: If you have removed the sysadmin role in SQL Server from cssadmin, you
need to re-enable the role before proceeding.
8. Choose the Update Specific tab.
9. Supply the connection information for the repository, using the cssadmin account.
10. Click Update Repository and allow the script to run to completion and repeat steps
above for all repositories, especially those managed by the Document Locator Event
Queue service or errors will be thrown.
11. Close the Database Manager when done.

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Installation Guide

12. If you saved off the XMLParameterFile value from the registry, replace the value to
the registry now.
13. If you temporarily enabled the sysadmin role for cssadmin, you may now disable the
role, and then run the following script use master grant EXTERNAL ACCESS
ASSEMBLY to cssadmin

!IMPORTANT!
1. If the update should fail on a particular step, do not skip it. You must resolve this before
continuing. The common issues are:
 The SQL Server service is not started with the Local System account. Modify the
service to start with Local System. Once done, hit continue on the Database Update
Tool.
 The database owner is not cssadmin. If so, run the following command against the
database via the SQL Query window: alter authorization on database::[Name
of Database] to cssadmin
2. Once done, click Continue.

Windows 2012 (R2) Users


1. Activate the Start screen and click Search on the Charms bar. In the search field, type
CMD. Right-click Command Prompt and click Run As Administrator. The Command
Prompt opens.
2. Type cd C:\Windows\System32 and hit Enter.
3. Type msiexec /p C:\dl_server_71027.msp and hit Enter.
4. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when finished.
5. You may be prompted to reboot the machine.
6. Activate the Start screen and click Search on the Charms bar. Type Document
Locator Database Manager. Right-click on the Document Locator Database
Manager and click Run as Administrator. The Document Locator Database Manager
tool opens.
a. Note: If you have removed the sysadmin role in SQL Server from cssadmin, you
need to re-enable the role before proceeding.
7. Choose the Update Specific tab.
8. Supply the connection information for the repository, using the cssadmin account.
9. Click Update Repository and allow the script to run to completion and repeat steps
above for all repositories, especially those managed by the Document Locator Event
Queue service or errors will be thrown.
10. Close the Database Manager when done.
11. If you saved off the XMLParameterFile value from the registry, replace the value to
the registry now.
12. If you temporarily enabled the sysadmin role for cssadmin, you may now disable the
role, and then run the following script use master grant EXTERNAL ACCESS
ASSEMBLY to cssadmin

!IMPORTANT!
1. If the update should fail on a particular step, do not skip it. You must resolve this before
continuing. The common issues are:

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Installation Guide

 The SQL Server service is not started with the Local System account. Modify the
service to start with Local System. Once done, hit continue on the Database Update
Tool.
 The database owner is not cssadmin. If so, run the following command against the
database via the SQL Query window: alter authorization on database::[Name
of Database] to cssadmin
2. Once done, click Continue.

Windows 2008 (R2) Users


1. From the Start menu, point to All Programs and point to Accessories.
2. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Type msiexec /p C:\dl_server_71027.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when finished.
6. You may be prompted to reboot the machine.
7. From the Start menu, point to All Programs, point to ColumbiaSoft, point to
Document Locator Server 7.1 and right-click Document Locator Database
Manager and click Run as Administrator. The Document Locator Database Manager
tool opens.
a. Note: If you have removed the sysadmin role in SQL Server from cssadmin, you
need to re-enable the role before proceeding.
8. Choose the Update Specific tab.
9. Supply the connection information for the repository, using the cssadmin account.
10. Click Update Repository and allow the script to run to completion and repeat steps
above for all repositories, especially those managed by the Document Locator Event
Queue service or errors will be thrown.
11. Close the Database Manager when done.
12. If you saved off the XMLParameterFile value from the registry, replace the value to
the registry now.
13. If you temporarily enabled the sysadmin role for cssadmin, you may now disable the
role, and then run the following script use master grant EXTERNAL ACCESS
ASSEMBLY to cssadmin

!IMPORTANT!
1. If the update should fail on a particular step, do not skip it. You must resolve this before
continuing. The common issues are:
 The SQL Server service is not started with the Local System account. Modify the
service to start with Local System. Once done, hit continue on the Database Update
Tool.
 The database owner is not cssadmin. If so, run the following command against the
database via the SQL Query window: alter authorization on database::[Name
of Database] to cssadmin
2. Once done, click Continue.

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Installation Guide

Apply Document Locator WebTools Component Updates


Perform the following steps on the computer with the Document Locator WebTools software
installed.
1. Close off all applications.
2. IMPORTANT: Back up the Document Locator WebTools folder and sub folders. This
folder is generally located in C:\inetpub\wwwroot\ or wherever IIS is installed.
3. Download dl_webtools_71031.msp to the C drive.

!IMPORTANT!
1. Anti-virus programs have started blocking the WebToolsServiceHost.exe found in
C:\Program Files (x86)\ColumbiaSoft\Document Locator\WebTools\.
 Prior to applying the WebTools patch, ensure your anti-virus software is excluding
the path from being scanned.
2. Significant changes were made to WebTools in this 71030 patch. The following
considerations must be made after applying the patches for WebTools.
 After applying the WebTools patch, you must log into WebTools Administration and
update each tab to your desired settings. All previous settings are lost.
 After applying the patch, please follow the instructions to enable the session server
for your web site again. Users will see errors if not enabled.
 If you created custom login pages using the settings.js file in the /js folder, you
must set up your custom login information again.
3. Significant changes were made to WebTools in the 71009 patch. If you are upgrading
from a version earlier than 71009, the following considerations must be made prior to
applying the patches for WebTools.
 If you have made customizations to any pages in the \legacy folder, you must
update those customizations again. You cannot use the previously customized
pages.
4. The default.aspx.cs in the \mobile folder was updated in the WebTools 71011
patch. If you are upgrading from a version earlier than 71011 and have customized the
login screen for DL Mobile, be aware that you need to reset the login values when the
update completes.
5. Some customers have seen this error during installation of the WebTools patch:
“The patch ‘C:\Users\<username>\Desktop\Document Locator Web Tools\dl_webtools71.msi’
cannot be found…”
If you see the error, click OK and either copy the dl_webtools71.msi to the machine
from a different location on your network or download it again from
http://www.columbiasoftconnect.com and then try applying the WebTools patch again.

Windows 2016 Users


1. Back up the Document Locator WebTools folder usually located in
C:\inetpub\wwwroot\
2. In the Search field in the Windows task bar, type CMD. Right-click Command Prompt
and click Run As Administrator. The Command Prompt opens.

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Installation Guide

3. Type cd C:\Windows\System32 and hit Enter.


4. Type msiexec /p C:\dl_webtools_71031.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when done.
6. Reconfigure your WebTools Web site for session states:
a. In the Search field in the Windows task bar, type Internet Information
Services (IIS) Manager. Right-click Internet Information Services (IIS)
Manager and click Run as Administrator. The Internet Information Services
(IIS) Manager opens.
b. Expand the name of the Web server.
c. Expand Sites.
d. Highlight the Web site running WebTools.
e. On the Web Site’s Home screen in the middle, under the ASP.NET section,
double-click Session State. The Session State form opens.
f. Under the Session State Mode Settings section, click SQL Server.
g. Still under the Session State Mode Settings section, select Enable custom
database.
h. Below the SQL Server option, you just selected, in Connection String, select
sessionServer and click Create. The Create Connection String dialog appears.
i. In the Create Connection String dialog, for Server, type the name of the SQL
Server (or SQL Server\Instance).
j. For Database, type: sessionServer.
k. Under Credentials, click Specify credentials and click Set. The Set Credentials
dialog appears.
l. In the Set Credentials dialog, for User name, type: cssadmin.
m. For Password, type the cssadmin password, and type the password again to
confirm.
n. Click OK to save your changes.
o. Click OK again to go back to the Session State window.
p. Click Apply to save your changes.
7. You may want to perform an IISReset or recycle the application pool used by your
WebTools site.
8. Log into WebTools Administration and reset features, security and any other settings.
9. Apply any customizations as needed, and confirm the customizations are working.

Windows 2012 (R2) Users


1. Back up the Document Locator WebTools folder usually located in
C:\inetpub\wwwroot\
2. Activate the Start screen and click Search on the Charms bar. In the search field, type
CMD. Right-click Command Prompt and click Run As Administrator. The Command
Prompt opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Type msiexec /p C:\dl_webtools_71031.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when done.

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Installation Guide

6. Reconfigure your WebTools Web site for session states:


q. Activate the Start screen and click Search on the Charms bar. In the Search
field, type Internet Information Services (IIS) Manager. Right-click
Internet Information Services (IIS) Manager and click Run as
Administrator. The Internet Information Services (IIS) Manager opens.
r. Expand the name of the Web server.
s. Expand Sites.
t. Highlight the Web site running WebTools.
u. On the Web Site’s Home screen in the middle, under the ASP.NET section,
double-click Session State. The Session State form opens.
v. Under the Session State Mode Settings section, click SQL Server.
w. Still under the Session State Mode Settings section, select Enable custom
database.
x. Below the SQL Server option, you just selected, in Connection String, select
sessionServer and click Create. The Create Connection String dialog appears.
y. In the Create Connection String dialog, for Server, type the name of the SQL
Server (or SQL Server\Instance).
z. For Database, type: sessionServer.
aa. Under Credentials, click Specify credentials and click Set. The Set Credentials
dialog appears.
bb. In the Set Credentials dialog, for User name, type: cssadmin.
cc. For Password, type the cssadmin password, and type the password again to
confirm.
dd. Click OK to save your changes.
ee. Click OK again to go back to the Session State window.
ff. Click Apply to save your changes.
7. You may want to perform an IISReset or recycle the application pool used by your
WebTools site.
8. Log into WebTools Administration and reset features, security and any other settings as
needed.
9. Apply any customizations as needed, and confirm the customizations are working.

Windows 2008 (R2) Users


1. Back up the Document Locator WebTools folder usually located in
C:\inetpub\wwwroot\
2. From the Start menu, point to All Programs and point to Accessories.
3. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
4. Type cd C:\Windows\System32 and hit Enter.
5. Type msiexec /p C:\dl_webtools_71031.msp and hit Enter.
6. The Microsoft installer wizard opens and performs the update. Close the Command
Prompt window when done.
7. Reconfigure your WebTools Web site for session states:

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Installation Guide

a. On the Start menu, point to Administrative Tools and click Internet


Information Services (IIS) Manager. The Internet Information Services
Manager opens.
b. Expand the name of the Web server.
c. Expand Sites.
d. Highlight the Web site running WebTools.
e. On the Web Site’s Home screen in the middle, under the ASP.NET section,
double-click Session State. The Session State form opens.
f. Under the Session State Mode Settings section, click SQL Server.
g. Still under the Session State Mode Settings section, select Enable custom
database.
h. Below the SQL Server option, you just selected, in Connection String, select
sessionServer and click Create. The Create Connection String dialog appears.
i. In the Create Connection String dialog, for Server, type the name of the SQL
Server (or SQL Server\Instance).
j. For Database, type: sessionServer.
k. Under Credentials, click Specify credentials and click Set. The Set Credentials
dialog appears.
l. In the Set Credentials dialog, for User name, type: cssadmin.
m. For Password, type the cssadmin password, and type the password again to
confirm.
n. Click OK to save your changes.
o. Click OK again to go back to the Session State window.
p. Click Apply to save your changes.
8. You may want to perform an IISReset or recycle the application pool used by your
WebTools site.
9. Log into WebTools Administration and reset features, security and any other settings as
needed.
10. Apply any customizations as needed, and confirm the customizations are working.

Apply Document Locator Client Component Updates


Perform the following steps on the computer with the Document Locator Client software
installed. You must reboot the machine after the update is completed.
1. Close off all applications.
2. Download dl_client_71026.msp or dl_clientx64_71027.msp to the C drive,
depending on whether the machine is 32-Bit or 64-Bit.

Note: If you wish to push updates via AD Group Policy, see this article for examples:
https://columbiasoftconnect.com/content/pushing-out-document-locator-71-client-and-patches-group-
policy

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Installation Guide

Windows 10 Users
1. Right-click the Start menu and click Command Prompt (Admin). The Command
Prompt opens.
2. Do one of the following:
 For 32-Bit machines, type msiexec /p C:\dl_client_71026.msp and hit Enter.
 For 64-Bit machines, type msiexec /p C:\dl_clientx64_71027.msp and hit
Enter
3. The Microsoft installer wizard opens and performs the update.
4. Close the Command Prompt window when done.
5. Reboot the machine. The installer may prompt for a reboot, but if it does not it is critical
to reboot the machine after applying this patch.

Windows 8 and 8.1 Users


1. Activate the Start screen and click Search on the Charms bar. In the search field, type
CMD. Right-click Command Prompt and click Run As Administrator. The Command
Prompt opens.
2. Type cd C:\Windows\System32 and hit Enter.
3. Do one of the following:
 For 32-Bit machines, type msiexec /p C:\dl_client_71026.msp and hit Enter.
 For 64-Bit machines, type msiexec /p C:\dl_clientx64_71027.msp and hit
Enter
4. The Microsoft installer wizard opens and performs the update.
5. Close the Command Prompt window when done.
6. Reboot the machine. The installer may prompt for a reboot, but if it does not it is critical
to reboot the machine after applying this update.

Windows 7 and Vista Users


1. From the Start menu, point to All Programs and point to Accessories.
2. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Do one of the following:
 For 32-Bit machines, type msiexec /p C:\dl_client_71026.msp and hit Enter.
 For 64-Bit machines, type msiexec /p C:\dl_clientx64_71027.msp and hit
Enter
5. The Microsoft installer wizard opens and performs the update.
6. Close the Command Prompt window when done.
7. Reboot the machine. The installer may prompt for a reboot, but if it does not it is critical
to reboot the machine after applying this patch.

Apply Document Locator Scan Connector Updates


Perform the following steps on the computer with the Document Locator Scan software
installed.
1. Close off all applications.
2. Download dl_scan_71005.msp to the C drive.

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Installation Guide

Windows 10 Users
1. Right-click the Start menu and click Command Prompt (Admin). The Command
Prompt opens.
2. Type msiexec /p C:\dl_scan_71005.msp and hit Enter.
3. The Microsoft installer wizard opens and performs the update.
4. Close the Command Prompt window when done.
5. Reboot the machine. The installer may prompt for a reboot, but if it does not it is critical
to reboot the machine after applying this patch.

Windows 8 and 8.1 Users


1. Activate the Start screen and click Search on the Charms bar. In the search field, type
CMD. Right-click Command Prompt and click Run As Administrator. The Command
Prompt opens.
2. Type cd C:\Windows\System32 and hit Enter.
3. Type msiexec /p C:\dl_scan_71005.msp and hit Enter.
4. The Microsoft installer wizard opens and performs the update.
5. Close the Command Prompt window when done.

Windows 7 and Vista Users


1. From the Start menu, point to All Programs and point to Accessories.
2. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Type msiexec /p C:\dl_scan_71005.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update.
6. Close the Command Prompt window when done.

Apply Document Locator SharePoint Connector Updates


Perform the following steps on the computer with the Document Locator SharePoint software
installed.
1. Close off all applications.
2. Download dl_sharepoint_71024.msp to the C drive.

Windows 2008 (R2) Users


1. On the Start menu, point to All Programs, point to ColumbiaSoft, point to
Document Locator SharePoint 7.1, and point to SharePoint 2010 and click
SharePoint Configuration. The SPDVConfig.exe opens.
2. Highlight the name of your WebTools Web site. Click Uninstall and wait for the All
Done pop-up to appear. Click OK and click Close to exit.
3. From the Start menu, point to All Programs and point to Accessories.
4. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
5. Type cd C:\Windows\System32 and hit Enter.
6. Type msiexec /p C:\dl_sharepoint_71024.msp and hit Enter.
7. The Microsoft installer wizard opens and performs the update.
8. Close the Command Prompt window when done.

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Installation Guide

9. On the Start menu, point to All Programs, point to ColumbiaSoft, point to


Document Locator SharePoint 7.1, and point to SharePoint 2010 and click
SharePoint Configuration. The SPDVConfig.exe opens.
10. Highlight the name of your WebTools Web site. Click Install and wait for the All Done
pop-up to appear. Click OK and click Close to exit.

Apply Document Locator eCopy Connector Updates


Perform the following steps on the computer with the Document Locator SharePoint software
installed.
1. Close off all applications.
2. Download dl_ecopyNET_71001.msp to the C drive.

Windows 8 Users
1. Activate the Start screen and click Search on the Charms bar. In the search field, type
CMD. Right-click Command Prompt and click Run As Administrator. The Command
Prompt opens.
2. Type cd C:\Windows\System32 and hit Enter.
3. Type msiexec /p C:\dl_ecopyNET_71001.msp and hit Enter.
4. The Microsoft installer wizard opens and performs the update.
5. Close the Command Prompt window when finished.

Windows 7 Users
1. From the Start menu, point to All Programs and point to Accessories.
2. Right-click Command Prompt and click Run As Administrator. The Command Prompt
opens.
3. Type cd C:\Windows\System32 and hit Enter.
4. Type msiexec /p C:\dl_ecopyNET_71001.msp and hit Enter.
5. The Microsoft installer wizard opens and performs the update.
6. Close the Command Prompt window when done.

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