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How-to: Installing Exact Word Merge Integrator

Introduction

Exact Word Merge Integrator makes use of Windows Services for the merging process. There is no background job needed for the process. The services are installed on the server, running, and waiting for any requests for Word Merge. Whenever a request for merging is initiated, the services will pick up the request and process it immediately.

Word Merge does not require Microsoft Office to be installed on the server.

Note: From product update 262 onwards, the solution will only be supported on Exact Lightweight Integration Server (ELIS), and will no longer be supported on the MSI version. Note that the installation files for the MSI version will no longer be available from this product update onwards. In the case that you decide to continue using the existing solution on the MSI version, the synchronization will remain to work as usual although any issues that may be encountered will no longer be resolved henceforth. Therefore, it is advisable to migrate to ELIS to ensure that the solution will continue to work correctly. 

Description

This document describes how to install Exact Word Merge Integrator in the following topics:

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Prerequisites

  • Windows server operating system
  • Exact Synergy Enterprise product update 250 onwards must be installed on the server
  • Microsoft .Net Framework version 4.0 Full
  • Microsoft Message Queue (MSMQ)
  • A “Fixed User” to start the Word Merge Windows services. This user requires the right in the Windows server to start services and the user must exist in Exact Synergy Enterprise with the following function rights:
    • Function right 620 - Entity Services Create: Documents
    • Function right 621 - Entity Services Read: Documents
    • Function right 622 - Entity Services Update: Documents
    • Function right 893 - Entity Services Create: Word Merge
    • Function right 894 - Entity Services Read: Word Merge
    • Function right 895 - Entity Services Update: Word Merge
    • Function right 896 - Entity Services Delete: Word Merge. Users with the Documents administrator role have this function right.

    Note: The function rights above are applicable only if the Exclude web services function rights check box is not selected at System ➔ Setup ➔ Web services ➔ Settings. For more information, see Setting up web services.

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Installing Exact Word Merge Integrator

  1. Run the development package ExactWordMerge x86.msi (for the 32-bit environment) or ExactWordMerge x64.msi (for the 64-bit environment) at the server side. This can be found in the cab folder of the Exact Synergy Enterprise installation folder. 
    Note:
    • If Exact Synergy Enterprise is installed in C:\Program Files (x86) on the 32-bit environment, then you need to install the 32-bit version of Exact Word Merge Integrator.
    • If Exact Synergy Enterprise is installed in C:\Program Files on the 64-bit environment, you will need to install the 64-bit version. Otherwise, install the 32-bit version of Exact Word Merge Integrator.
    • If Exact Synergy Enterprise is installed in "C" drive, the ExactWordMerge x86.msi or ExactWordMerge x64.msi installation must be started with administrator rights. The MSI file can be started with administrator rights at the command prompt by running the administrator rights in the command prompt, for example, msiexec /I "D:\Exact\devSMS\cab\ExactWordMerge x64.msi". This is required because the MSI installation will also update the Word Merge macro manager file (Exact.MacroManager.WordMerge.config) that is on the Exact Synergy Enterprise and Exact Word Merge installation paths. Thus, if the path is in "C" drive, administrator rights will be required for the update.
      The following page will be displayed:

  2. Click Next to start the installation.

  3. Select the I accept the terms in the License Agreement check box, and then click Next.

  4. On the Custom Setup page, click Exact Word Merge Integration Core Components. This component is needed for the Exact Word Merge Integrator to work.

  5. Click Browse to define the path for the Exact Synergy Enterprise installation folder, and then click Next.

  6. On the Configuration Information page, at Exact Word Merge Service Address, type the path of the Exact Synergy Enterprise server, for example, http://webserver01.

  7. At Exact Synergy Enterprise Authentication Mode, select the authentication mode that is used on the Exact Synergy Enterprise.

  8. Then, click Next. The following page will be displayed:

  9. At User Name, define the user name in the format of <domain>\<user name> or <machine name>\<user name>. This is the user that will be used to start the Word Merge Windows services. This user must also exist in Exact Synergy Enterprise. For more information, see Prerequisites.

  10. At Password, type a password for the user and click Next.

  11. Click Install. The following page with the installation in progress will be displayed:

  12. Once installation is completed, click Finish to exit.

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Uninstalling Exact Word Merge Integrator

There are two ways to uninstall Exact Word Merge Integrator.

Uninstalling Exact Word Merge Integrator via MSI

  1. Run the development package ExactWordMerge.msi at the server side.

  2. Click Next. The following page will be displayed.

  3. Click Remove to uninstall.

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Uninstalling Exact Word Merge Integrator via Control Panel

  1. Go to Start ➔ Control Panel ➔ Add / Remove Programs.
  2. Search for the Exact Word Merge application.
  3. Select the application and click Uninstall or Remove (depending on your operating system).

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Frequently asked questions

a) Which version of Exact Word Merge Integrator should I install, the 32-bit or 64-bit version?

It depends on the version of Exact Synergy Enterprise that you have installed. If your version of Exact Synergy Enterprise is installed on the 32-bit environment, then you should install the 32-bit version of Exact Word Merge Integrator. You can install the 64-bit version of Exact Word Merge Integrator only when your copy of Exact Synergy Enterprise is installed in C:\Program Files on the 64-bit environment.

Note: In the 64-bit environment, the 32-bit version of Exact Word Merge Integrator should be used if you have installed Exact Synergy Enterprise in a different location other than C:\Program Files.

You can find both installers (ExactWordMerge x86.msi (32-bit) and ExactWordMerge x64.msi (64-bit)) in the cab folder of the Exact Synergy Enterprise installation folder. Otherwise, you can directly download these from Exact Synergy Enterprise. Go to Modules ➔ System ➔ Setup ➔ Other, and then select either Installation: Exact Synergy Enterprise Word Merge (32-bit) or Installation: Exact Synergy Enterprise Word Merge (64-bit). 

b) How can I resolve the following error that is displayed in the error log?

[ERROR] The HTTP request is unauthorized with client authentication scheme 'Negotiate'. The authentication header received from the server was 'NTLM'

To solve the error, disable the loopback check in the registry, as explained in the following steps:

  1. In the Registry Editor, locate and click the registry key HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Lsa.
  2. Create the value DisableLoopbackCheck and enter 1 in the Value data box.
  3. Click OK.
  4. Restart your PC.

For more information, see Authentication problems by using of NTLM.

c) Can I create a backup of the configuration file to the same folder before making changes?

It is not advisable to create a backup of the configuration file in the same folder. This is because it will affect the configuration of the services. It will be more advisable to create a backup in another location.

d) Do I need to open any specific network port to use Exact Word Merge Integrator?

If you have installed Exact Word Merge Integrator according to the instructions above, no additional port is required. However, if the Word Merge Windows service is installed on another server, port 8000 (HTTP) must be open to allow access to the service.

e) Is it mandatory to configure the IIS virtual directory for Exact Synergy Enterprise in order for Exact Word Merge Integrator to work properly?

No, the URL for Exact Synergy Enterprise is automatically retrieved and used by Exact Word Merge Integrator. Hence, the virtual directory is not mandatory.

f) Are there any known conflicts between Exact Integrator and Exact Word Merge Integrator?

None whatsoever, you can install Exact Integrator and Exact Word Merge Integrator on the same machine.


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 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 23.470.199
 Assortment: Exact Synergy Enterprise  Date: 26-03-2021
 Release: 250  Attachment:
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