Quick Start Guide (on-premises)

To install MacroView Case and Matter for use with on-premises SharePoint each individual server product needs to be installed and activated separately and you need to install the client. You may also want to use the MacroView Sample Library Utility to provision a test environment.

Click here to for a Quick Start Guide when running MacroView Case and Matter with SharePoint Online or in Client Side Only mode. 

Server installation

Install an activate each of the Case and Matter server components.

MacroView DMF Server

  1. Download the MacroView DMF Sever installation
  2. Install the MacroView DMF Server
  3. Activate the MacroView DMF license
MacroView UDN Server
  1. Download the MacroView UDN Sever installation
  2. Install the MacroView UDN Server
  3. Activate the MacroView UDN license
MacroView EDS
  1. Download the MacroView EDS Sever installation
  2. Install the MacroView EDS Server
  3. Activate the MacroView EDS license
Install and activate any optional Case and Matter server components you have been provided licenses for.
MacroView PEF Server
  1. Download the MacroView PEF Sever installation
  2. Install the MacroView PEF Server
  3. Activate the MacroView PEF license
MacroView ClauseBank Server
  1. Download the MacroView ClauseBank Sever installation
  2. Install the MacroView ClauseBank Server
  3. Activate the MacroView ClauseBank license
MacroView ClauseBank Server
  1. Install the MacroView Email handler

Client prerequisites

First make sure the following prerequisites are installed on each workstation

  • Windows 7 or later recommended
  • Microsoft Internet Explorer 8 or above
  • Microsoft Office 2007, 2010, 2013 or 2016
  • Microsoft .NET Framework 4.5.2
  • Visual Studio Tools for Office (VSTO) 4.0 Runtime
  • Office .Net Programmability also known as Microsoft Office Primary Interop Assemblies.

    For Office 2007 or Office 2010 they can be downloaded by selecting the links or via the Office setup process for other versions. By default they are already loaded if .Net Framework v2 to 3.5 was installed prior to Office.

Note: If you have a mixed Office environment then install both sets of PIA's otherwise only install the PIA that matches your Office version.

Client installation

  1. Download the Case and Matter Client installer
  2. Close all Office applications (Outlook, Word, Excel and Power Point)
  3. Also close Internet Explorer and Adobe Reader
  4. Run the MacroView Case and Matter client installer and select the required components

For detailed instructions refer to the Installation and Configuration Guide available on the download page.

Create sample libraries

Install the MacroView sample libraries which contain custom content types and columns for recording meta-data when saving documents and messages.  Note that you will need edit permissions to the site where the sample libraries are being created.

  1. Download and run the MacroView Library Utility (available from the download page)
  2. Select the Sample MacroView Case & Matter System tab
  3. Enter the URL of the site where the libraries are to be created
  4. Select the required positioning of the matter numbers (Front, End, None)
  5. Click Create Library


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