Standard installation

NVivo Collaboration Server Release 1

This page explains how to install the NVivo Collaboration Server Release 1 software. Refer to Before you install, to understand what components are installed, where files will be located and server configurations that are not supported.

On this page

Install NVivo Collaboration Server Release 1

  1. Log on to the server using an account with administrator privileges.

  2. Download the NVivo Collaboration Server ISO file, and mount the disk image (the .iso file).

  3. Open the root folder of the mounted drive, and then double-click setup.exe or right-click and select Run as administrator.

  4. Click Install, and then follow the prompts to:

  • Install any prerequisite components. You may be asked to restart your machine—on restart the installation will continue automatically. You may also be prompted to configure roles and services manually.

  • Accept the license agreement and enter your license key.

  • Configure the environment for NVivo Collaboration Server Release 1 compatibility. You may need to navigate away from the installer to configure settings at this point. For more information, see Configure the environment for NVivo Collaboration Server Release 1 compatibility for firewall port requirements.

  • Choose the Complete set up option.

  • Specify the location to install NVivo Collaboration Server Release 1.

  • ClosedSpecify a default NVivo Collaboration Server Release 1 administrator account.

    This is the account you use to monitor the server in NVivo for Teams Manager and it may or may not be the same as the account used to run the installer. This account must have administrator privileges on the server.

    NOTE  If you have recently created or opened ports, the installer may not yet recognize a valid machine name and you may receive an error message. Wait several minutes and try again.

    The following considerations apply when choosing which accounts to use:

      • Account used to install NVivo for Teams—this may be a local account on the server, or a domain account on a domain to which the server belongs.

      • Default NVivo for Teams administrator account—this may be a local account on the server, or a domain account on a domain to which the server belongs. This account becomes the default Project Owner for the NVivo sample project.

    IMPORTANT  If you are using an account that is a member of the server’s administrators group and the account is not the local administrator account, you may need to disable the ‘User Account Control: Run all administrators in Admin Approval Mode’ security policy.

    • Open or create NVivo projects using the NVivo client

    • Uninstall NVivo Server

  • ClosedSpecify an account to run the NVivo Service

    The account you specify to run the NVivo Service can be either:

      • A local system account
      • A domain account that is a member of the local administrators group
      • A local administrator account

    If you specify a local administrator account you cannot add domain users.

     

    When specifying to use a domain or local administrator account you will need to enter the account password. If you enter the password incorrectly the service won't be able to run. You can update the password using the Windows Services manager.

  • Specify the user interface language.

  1. Click Install to continue the installation.

  2. Select an SSL certificate to host NVivo Collaboration Server Release 1 Manager using a secure connection (HTTPS). The installer detects certificates in the LOCALMACHINE > MY certificate store location. You may need to navigate away from the installer to configure a certificate at this point.
    NOTE: If you don't select a certificate, NVivo Collaboration Server Release 1 Manager is hosted on an insecure connection (HTTP). If you want to select a certificate later, you can run the upgrade.bat file to be able to select a certificate. For more information, see Working with SSL certificates and Upgrade NVivo Collaboration Server Release 1.

  3. Click Continue and then Finish to complete the installation.

NOTE: After you install, launch NVivo Collaboration Server Release 1 Manager to activate the server licence and grant users access.

Manually add server roles and services (if required)

The NVivo Collaboration Server Release 1 installer attempts to add roles and services automatically. If this process fails or if you don't have an internet connection, you may need to add roles and services using your Windows Server installation DVD.  

ClosedWindows Server  2012 R2

Add the Application Server role using the Add Roles and Features Wizard as follows:

  1. Make sure the server has an Internet connection (or insert the Windows Server installation DVD), so the source files for .Net Framework 3.5 can be accessed when required.
  2. On the Select installation type screen, select Role-based or feature-based installation, and then click Next.
  3. On the Select destination server screen, select the machine you want to administer from the Server Pool, and then click Next.
  4. On the Select server roles screen, select the Application Server check box, and then click Next.
  5. On the Select features screen, expand .NET Framework 3.5 Features, and then:
  1. Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box.
  2. Select the HTTP Activation check box, and when prompted, click Add Features.
  3. Click Next.
  1. For the Application Server, on the Select role Services screen, select the Web Server (IIS) Support check box, and when prompted, click Add Features.
  2. Continue through the wizard, accepting the default settings.

 

ClosedWindows Server 2016 and 2019

Add the Application Server role using the Add Roles and Features Wizard as follows:

  1. Make sure the server has an Internet connection (or insert the Windows Server installation DVD), so the source files for .Net Framework 3.5 can be accessed when required.

  2. On the Select installation type screen, select Role-based or feature-based installation, and then click Next.

  3. On the Select destination server screen, select the machine you want to administer from the Server Pool, and then click Next.

  4. On the Select server roles screen, select the Web Server (IIS) check box, and when prompted, click Add Features. Click Next.

  5. On the Select features screen, expand .NET Framework 3.5 Features, and then:

  1. Select the .NET Framework 3.5 (includes .NET 2.0 and 3.0) check box.

  2. Select the HTTP Activation check box, and when prompted, click Add Features.

  3. Click Next.

  1. Continue through the wizard, clicking Next until you get to the Select role services screen..

  1. Click Windows Authentication (which is found under Web Server > Security).

  2. Click Next.

  1. Click Install.