To install the PrizmDoc Viewer using a Self-hosted PrizmDoc Server, follow these steps:

1. Start the installer from any location on your system. Click Install PrizmDoc Client to continue:

2. Carefully read the information contained in the License Agreement form before making a decision to accept the terms of the agreement. Choose I accept the terms in the License Agreement to accept the conditions outlined in the License Agreement and then click Next to continue the installation (or click Cancel to exit the installation process):

3. You have two PrizmDoc Server hosting options when installing the PrizmDoc Viewer; they are Accusoft Cloud-Hosted and Self-Hosted. For this tutorial, we are installing using a Self-Hosted server. Click the Self-Hosted option. Click Next to continue the installation:

4. The Select Features dialog is displayed:

The Select Features dialog allows you to define what components of PrizmDoc you want to install:

• Sample Documents and Code – Installs the different viewers that can be used with the PrizmDoc services and sample documents.
• Application Services - Installs the service that provides application-level logic for the Viewer, such as enabling document viewing through the PrizmDoc Server, saving and loading of markup, and handling opening of documents and creating viewing sessions.

Additional Options:

• Configure ASP.NET Samples with IIS.
• Re-register ASP.net 4.0 with IIS.

These options are only available if both IIS and ASP.NET 4.0+ are present.

Once you have made your selections, click Next to continue. 

5. If you are installing the Application Services, you have the option to enter the PrizmDoc server address to test the connection. The default PrizmDoc Server address is shown in the text field. You may also skip this step, and configure the server address manually later on.

You will need an active internet connection on the machine you are installing the PrizmDoc Viewer to test connectivity to your self-hosted PrizmDoc Server.

Enter the server address for your PrizmDoc Server into the text field provided. Click Test to verify access to your PrizmDoc Server.

A valid URL for PrizmDoc server will include an http or https, a domain name, and a port number.

You will not see this screen if you are not installing the Application Services at this time. Additional installation and configuration may be required:

• You may need to configure one of the Viewer samples to use an existing installation of the Application Services.
• You may need to install and configure the Application Services with your PrizmDoc Server URL to connect to the Self-hosted PrizmDoc Server. See the Application Services Configuration topic for more information.

Click Next to continue the installation.

6. The Installation Path dialog is displayed. Specify the destination directory where the PrizmDoc Viewer should be installed, or choose the default installation destination directory, then click Next to continue:

7. The next step in the installation process allows you to define the account that will be used to run the PrizmDoc Application Services that is installed on the system. The Account Information dialog will default to the user running the installation, but you can enter in a user name or use the Browse button to select a user from the local system or domain. Once a user has been selected, the password for the user account will need to be entered into the dialog.

During installation, when specifying a login account for PrizmDoc Application Services, you MUST choose a user which has administrative privileges. Otherwise, the installation will fail.

   

8. Once you have entered in all of the appropriate information, click Install to continue. (If the password is not correct an error dialog will be displayed noting that the password is not correct.) The Installation dialog is displayed with a progress bar:

The Installer will unpack the product, and lay out and configure the product as defined in the configuration dialogs. While PrizmDoc is installing, you can look at the Release Notes, Online Demos, or Code Examples from the links provided. 

9. Once the installation is complete, the Installation Complete dialog is displayed:

There are links to the Documentation and product Release Notes if you wish to view them. There will also be an option to launch the locally installed demo in your default browser.

The option to launch the local demo is only available if all of the following occurred:

• Sample Documents and Code were installed.
• The Samples were configured and re-registered with IIS.
• The PrizmDoc Application Services were installed. 

10. Click Finish to exit the Installer.
11. Go to Check the Connection to Your Self-Hosted Server for instructions on verifying that your installation of the PrizmDoc Viewer is able to contact the back-end services.