The procedure below describes how to manually install the Servicing Director applications on a desktop computer for the first time.

After you have the Servicing Director database product on the server, you use the Servicing Director applications product installation program from the product installation files to install the applications on any desktop computer that does not have any version of the applications.

Your source for the Servicing Director applications installation program is your current Servicing Director product DVD or the downloaded product installation files.  Customers with access to the Finastra Customer Success Community Support Center can download the full version installation files from the Solution pages for Servicing Director, using the Software Downloads page. Each licensed Servicing Director customer will automatically be shipped the product DVD when each new version is released.

An easy way to manually install the applications on multiple computers is to place the installation files into on a network share location, and instruct individual users to upgrade the applications on their desktop computers from the network.

Note:
The Servicing Director database product must be installed on the Servicing Director server before installing the Servicing Director applications on each desktop computer.

The Servicing Director applications product does not need to be installed on the Servicing Director server, but after you install the Servicing Director database product on the server, you can optionally install the Servicing Director applications product on the server.

The Servicing Director application product installation program can both install the applications for the first time on a desktop computer or upgrade a prior version of the applications.

IMPORTANT!
The Windows operating system should require the user to be a local administrator or administrator group member to have the correct Windows permissions to install the applications.
 

1. Log onto each desktop computer where you want to install the applications as a local Windows administrator user.
2. Close any applications you have open.
3. Insert the Servicing Director DVD into your DVD ROM drive, or browse to your location for the downloaded installation files.
4. Open the \Install\Applications folder.
5. For Windows XP, double-click Setup.exe.

For Windows 7, Windows Server 2008 or 2008R2, right-click Setup.exe and select “Run as Administrator.”

Note: If you have never installed an application using the Windows Installer Service on the computer before, the installation program will first install the Windows Installer service and then prompt you to restart the computer. If this prompt appears, click Yes, and restart the computer.

6. Click Next on the Welcome screen.
7. Leave the default folder unchanged on the Destination Folder screen, or click Change to open the Change Current Destination screen, where you can specify a different folder. For new installations, the Windows defined default folder location for programs will be displayed. The default folder location is the preferred choice.
8. Click Next on the Destination Folder screen.
9. Set the SQL Server location on the Server Information screen. The default setting shown will be "This Computer," but most likely this setting is incorrect. Typically, the Server location is "Another Computer" because the server is usually a computer somewhere on your network, not your own computer or "This Computer." You are required to set the Server location which is correct for your network, changing the default setting shown if it is incorrect.
10. Enter the server names on the Server Information screen. The default values shown will be for the local desktop computer, but most likely these default server names are incorrect. Typically, the server names are for a computer somewhere on your network, and the server is not the local computer. You must enter the server names which are correct for your network, replacing the default values shown if they are incorrect. Typically, the Servicing Database SQL Server and the Event Manager Database Server are the same server, so the Server Information screen would typically have the same server name in both fields. A server name is your Microsoft SQL server name created by your system administrator or local IT when they installed the Microsoft SQL server product. The Microsoft SQL server that has the Servicing Director database product installed is your Servicing Director server.

Note: If your Servicing Director server was created using a SQL server instance name, then the server names on the Server Information screen must use the Microsoft SQL Server instance name format of ServerName\InstanceName.

11. Enter the Reports Folder Location path on the Server Information screen. The default path shown will be the path to your local computer, but most likely that path is incorrect. The Reports (SvcData) folder location path is shown in the Microsoft network path format: \\ServerName\SvcData. You must enter the Reports Folder Location path which is correct for your network, replacing the default path shown if it is incorrect. The path for your Reports folder will have been created by your system administrator or local IT during the Servicing Director database product installation on the server, and the folder is usually on the Servicing Director server, but it is not required to be created on the Servicing Director server.
12. Click Next on the Server Information screen.
13. Click Install on the Ready to Install the Program screen.

Note:

Depending on your setup, the installation may take some time. If any error messages appear, note them and contact D+H support using Case Management on the Finastra Customer Success Community website.

14. When the installation program is complete, the Completed screen will be displayed.
15. Click Finish.

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