Evaluating MacroView DMF (on-premises)

Welcome to MacroView DMF

Thank you for choosing to evaluate MacroView DMF. This software is built to help you and your business easily manage documents, emails and more with your SharePoint Server on-premises.

This guide contains everything you need to get started with your first installation. Remember to sign into the MacroView Help Centre and have your license key ready before beginning this tutorial.

If you don’t have a MacroView Help Centre account, you can create one right now by clicking Sign in in the top right and selecting Sign up. If you haven’t got a license key you can evaluate MacroView DMF free for 30 days by completing our evaluation form.

You must have a Help Centre account and hold an evaluation or full license for MacroView DMF to proceed with this guide.

Section 1 - Server-side installation 

Step 1: Install MacroView DMF server components

When installing MacroView DMF or MacroView Message with an on-premises SharePoint server you should always install or upgrade the server before installing or upgrading the client.  Note that both MacroView DMF and MacroView Message use MacroView DMF Server.

Server prerequisites

MacroView DMF Server requires:

• Microsoft SharePoint Foundation 2010 or 2013
• Microsoft SharePoint Server 2010, 2013 or 2016

Server installation

1. Download the version of DMF Server that corresponds with your version of Microsoft SharePoint from the Downloads site.
2. Log on to one of the Web Front Ends (WFE) in your SharePoint farm.
3. Use the account that the SharePoint Farm was setup with or an account with membership to all of the following:
   
   • Local Administrators group on every WFE
   • SharePoint Farm Administrators group
   • The db owner role for the Config Database (2007 only)
   • The SharePoint_Shell_Access role on the Configuration Database (2010 and 2013) - (see also this knowledge base article)
4. Ensure Anonymous Authentication is turned off on the web application you intend on using with DMF. Should you require Anonymous Access then create a new web application which extends the same content store.
5. Copy the MacroView DMF solution to C:\ and run the following command to install the solution to all WFEs in your farm:
   • stsadm -o addsolution -filename "c:\macroview dmf.wsp"
     
6. Deploy the solution for: 
   • SharePoint 2007
     • Go to Operations in the SharePoint Central Admin Console 
     • Under the Global Configuration heading click on Solution Management 
     • Deploy the MacroView DMF solution
     • Go back to Operations
   • SharePoint 2010, 2013 or 2016
     • Go to System Settings in the SharePoint Central Admin Console
     • Under the Farm Management heading click on Manage Farm Solutions 
     • Deploy the MacroView DMF solution

For a complete Installation and Configuration Guide, please visit the MacroView DMF Downloads site.

Step 2: Activate your MacroView DMF license

1. Activate your License
   • Go to System Settings in the SharePoint Central Admin Console
   • Under the MacroView Licensing heading click on Manage Product Licensing
   • Click Online Activation
   • Enter your Licence Key and click Next
   • Tick MacroView DMF and click Finish
   • For offline activation please see section 3.5.2 in the Installation and Configuration Guide

Understanding your MacroView licence

It's important to remember that your MacroView licence is not tied to an individual user, but to your:

• Server Farm for SharePoint Server (on-premises), and/or
• SharePoint Online Tenancy, for SharePoint Online (Office 365)

This means that your SharePoint environment only needs to be licensed with MacroView once, and the amount of users able to connect are limited by the amount of user seats your organisation has purchased.

Step 3: Activate MacroView DMF search 

MacroView DMF allows you to perform keyword and email metadata based searches from within Outlook or MacroView DMF Explorer using SharePoint 2010, 2013 or 2016.

To enable this functionality you must activate a feature on your web application from SharePoint Central Administration:

1. In SharePoint 2010, 2013 or 2016, navigate to Application Management and click on Manage web applications.
2. On this page, select a Web Application and click on Manage Features in the Ribbon.

3. In this view, find MacroView DMF Search and click Activate.

4. Run a full search crawl of the Content Source that contains that web application. Be sure to setup a schedule for incremental crawls so your users can find newly saved documents.

Note: If you are using Fast Search Server there are additional steps, see section 5.8 in the Install and Configuration Guide.

Step 4: Enable MacroView DMF Site Collection Features

Site Columns and Content Types

Enable the MacroView DMF Site Columns and Content Types site collection feature on each site collection.

• In your site collection go to Site Settings > Site collection features
• Locate MacroView DMF Site Columns and Content Types and click Activate

Sample libraries (optional)

The sample document libraries contain example documents that demonstrate the custom metadata columns used by MacroView DMF for automatic recording of metadata as you save email messages and documents.

To enable the sample libraries:

• In your site collection go to Site Settings > Site collection features
• Locate MacroView DMF Libraries and click Activate

Section 2 - Client-side installation

Step 1: Download and install MacroView DMF client

The first step involves downloading and installing the MacroView DMF client to your local machine.

1. Close Microsoft Office applications (Outlook, Word, Excel and PowerPoint) and Adobe Reader.
2. Download the version of MacroView DMF that corresponds to your Windows installation from the Downloads site.
3. Double-click the downloaded file and run the MacroView DMF Setup Wizard.

Once the wizard is complete, MacroView DMF will be installed on your system. 

Step 2: Configure your SharePoint server

In this step you will enter your SharePoint server details for use with MacroView DMF.

1. First, double-click on the MacroView DMF desktop icon to open MacroView DMF Explorer.
2. Open the File menu, choose Options and go to the Servers tab. 
3. Click Add to associate an existing SharePoint site collection with MacroView DMF.

The Server window allows you to enter your SharePoint server location, create a server name and configure advanced settings.

4. In the Server Name field, enter a display name for your SharePoint Tenancy. This will appear as a new top-level node in the Browse mode of MacroView DMF.  
5. In the Server Path box, enter the URL path to your SharePoint Tenancy.
6. In the Server Type drop-down, select SharePoint Server.
7. Your license status will change to  if you correctly followed the licensing steps above.

Step 3: Start Using MacroView DMF

You have successfully completed your installation of MacroView DMF. The links below contain more information to help you get started. Thank you for choosing to evaluate MacroView DMF.

More Information

• Using MacroView DMF - Series of short videos that briefly demonstrate how you can use MacroView DMF to manage documents and emails.
• Evaluation Guide – SharePoint Document Management - Structure your evaluation of SharePoint-based document management tools using these comprehensive checklists of functionality and features.
• Blog: Getting serious with document management
• Browse the MacroView DMF product page.
• Log a support request or Email MacroView Support if you need help with your installation or have any questions regarding MacroView DMF.