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• Local Install – If you’re doing a local installation and there is no domain on your network, you must be logged into the GlobalSearch server as a local Administrator.
  
  
• Domain Install – If you’re installing onto a domain server, you must log on as a Domain Administrator and have permissions to create users on the Active Directory.
  
  
• Local Install on Domain Server – If your machine is connected to a domain even though the installation is local, logging on as a Domain Administrator is still recommended.

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1. Once the installation media has been downloaded, double-click on it to run the self-extractor.
   
   
2. In the GlobalSearch Self-Extractor window, select the location you want the files to go in Select extraction path.
   The default location is C:\SSMedia\version.
   
   
3. Click OK to proceed with the extraction.
   This may take some time. If the extraction errors out, it is possible that the download has been corrupted or you have run out of disk space. If so, it will need to be downloaded again. Once it has been extracted, proceed to the GlobalSearch installation.

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Square 9 Installer

Use the Square 9 Installer to install first GlobalSearch and then GlobalCapture. After these upgrades, install any GlobalSearch clients and GlobalCapture Engines. Note that the process requires one or more system reboots to complete.

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1. If you are missing any prerequisites, a message will appear listing the missing items. Click Install. This may require further steps and a system reboot before continuing. If you do not receive this window, continue to the next step.
   
   
   
   
2. At the reboot approval prompt, click OK.
   
   
   
   
3. Click Next to start the GlobalSearch installation process using the Installation Wizard. There may be a pause for installation.
   
   

License Agreement

1. Click Read License Agreement to read the agreement.
   
   
2. Click I accept the terms in the license agreement to accept the terms and then click Next.
   
   

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1. In Installation Type, choose the type of installation:
   
   
   • Sales Demo – This option is designed for resellers to demonstrate the product and as such, it has a 300-document database limit and no client install directory. It includes sample databases (installed by default), with several typical use situations to help with demonstrations. It assumes that your IP address will change and configuration files will be set to reference your machine as a localhost. 
     
     
   • Server Demo – This option is designed for demonstrating and training on the product. It also has a 300-document database limit and sample databases (installed by default). Unlike the Sales Demo, it includes a client install directory. It is configured to use your server’s static IP address or name.
     
     
   • Full Product – This installation type configures the full product. It requires a serial number for the product, sent from Square 9 Fulfillment. The Full Product installation has no document database limit and includes a client install directory. Sample databases are installed, if you select them during a custom install.
     
     

   
   
   

2. Click Next.

Authentication Configuration

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1. In Setup Type, choose either the Complete or the Custom setup type:
   
   
   • Complete Setup – To perform a complete installation, with all the default settings and file paths, choose Complete. This will include the installation of demonstration Inboxes and the demonstration databases in addition to the application.
     
     
     
     

   1. Custom Setup – To customize the installation, choose Custom and take the following steps. Note that optional features can be installed, but will not function without the proper license.

      Expand
      title Click here to configure a Custom Setup
      Run Custom Setup To customize the installation, such as installing extra components, choosing the SQL Server instance to install to, or setting the location GlobalSearch will be installed onto, choose Custom. Note that optional features can be installed, but will not function without the proper license. In Setup Type, choose Custom and click Next. Scroll through the list and select the desired options. When you click on a feature in the list you will see a description and the amount of hard drive space required for that feature. To remove a feature from installation, in Custom Setup, click the drop-down to the left of it and select This feature will not be available. Change Location To change the installation location for the GetSmart directory from the default of C:\GetSmart\, click Change. In Change Current Destination Folder, enter the path (or browse) to the destination folder and enter the path to where GlobalSearch will be installed. Click OK. To change the location of items from their default location, select the item in the features list and click Change. In Change Current Destination Folder, enter the path (or browse) to the custom item location. Enter the new path to where the item will be installed. Click OK. Note title Install for QuickBooks Options You must have a desktop version of Intuit™ QuickBooks® installed to use the QuickBill Bundle, QuickScan, QuickLinks, or QuickSync connectors and a license key from Square 9 Fulfillment. While QuickBill Bundle, QuickScan, and QuickLinks are designed to work with GlobalSearch, QuickSync may be run with GlobalSearch or with another line-of-business application. It can be run on multiple desktops, although it is not recommended to have users syncing to the same database at the same time. This may result in inconsistent data or duplicate data when syncing. After installation, allow time for the initial data exchange to and from QuickBooks, which will vary depending upon your data. Once the initial data exchange has been done, QuickSync will only push the data which has been changed since the last sync command. Choose Database In Database Type, choose to either create or use an existing SQL database instance for GlobalSearch.   Create a New Database Instance By default, GlobalSearch installs with Microsoft SQL 2012 Express® and creates a SQL instance called “GetSmart.” In Database Type, select Create a new GetSmart database instance and click Next. To indicate an alternate installation location for SQL Server 2012 Express, in Database Location, click Change. If updates to SQL Server are desired, enable Allow SQL to install updates after installation and click Next. Select an Existing Database Instance You can use GlobalSearch with an existing SQL Server database instance (SQL Server 2008 R2 or above). In Database Type, select Choose an existing SQL instance for use with GlobalSearch and click Next. In Database Server, in Database server that you are installing to, expand the list and select from a SQL Server instances or browse to a SQL Server instance. Choose login credentials in the Connect Using section: Select Windows Authentication credentials of current user to use the login credentials of the currently logged in user to create databases in the specified SQL instance. Select Server authentication using the Login ID and password below to enter the System Administrator (SA) user credentials. Click Next.   Choose Web Service Location By default, GlobalSearch is installed onto port 80. GlobalSearch must be the only application running on a specified port. The availability of the specified port is not validated by the installer; you must ensure the port’s availability prior to beginning the installation.  If you plan on using SSL you shouldn't switch this port to port 443 on install. Use default port 80 then confirm you have a functioning system after install is finished. Then perform an SSL switch over. How To Perform A GlobalSearch SSL Switch-over Port 8080 is necessary for use with 6.1+ Identity Manager services. It is suggested you do not use this port as a custom port. Identity Manager  Choose the default settings or change them in Web Service Location. To change the location in which web services will be installed, click Change. Enter the new location path in the Change Current Destination Folder dialog that appears and then click OK. To change the port, enter a port number in the Enter your desired web port text box. Click Next.

      
      

2. Click Next. The Installation Wizard will proceed to the Ready to Install window.

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