Installation process

Please note: For security reasons, Isah recommends that you acquire a certificate for your website to encrypt your transactions. During the installation you will be asked to select your certificate. If you choose not to use one, you can bypass this step.

  1. Start Isah.CRM.Service.Setup.msi to install the Isah Web Services.
  2. Follow instructions and press Next when necessary.
  3. In the IIS Application Pool window, specify the Windows user that will access and run the web services. There are several built-in user accounts with varying permissions. The standard account is ApplicationPoolIdentity.

    If you want to use a custom account, you will need to verify its credentials before you can continue the installation process.

    Information on Windows users

  4. Press Next.
  5. The installation will ask you to enter the database connection details:

    SQL instance

    Trusted (Windows Authentication) / Specify username and password

  6. Press Next.
  7. Enter the database and verify the connection if necessary (you will not need to verify the connection if you have chosen Windows authentication in the previous window). If the user you entered in the previous window does not have sufficient permission, a message to that effect will appear. In that case, to avoid installation problems, it is better to go back and enter a user name with IsahWebServicesRole in the Isah database.
  8. Press Next.
  9. In the Isah CRM Configurations window, select your default language.
  10. Press Next.
  11. Specify the account you want to use for retrieving documents. You can use the account you have already specified in the IIS Application Pool window, or you can specify another. If you use another account, you will have to verify the credentials before you can proceed.
  12. Press Next.
  13. In the IIS Website Name and Port window, enter a name for the website and the port it will use.

    For security reasons, Isah recommends that you acquire a certificate for your website to encrypt your transactions. Once acquired, activate Select an existing certificate and choose it from the drop-down list below. If you choose not to use a certificate, select Use HTTP.

  14. Press Next.
  15. Enter the Isah license server host and port.
  16. Press Next.
  17. Enter the path for the installation.
  18. Press Next.
  19. Press Install.