Quick Start Guide for Single Server Evaluation

Prerequisites:

1. Make sure your evaluation server is running SharePoint Service Pack 1 or later.
2. ExCM uses SharePoint's outgoing mail feature to send out various emails to external users.  Therefore, you will need to have valid Outgoing Mail Settings set in Central Administration (System Settings > Configure outgoing email settings) in order to fully test.  (On an isolated devtest machine, we have found that a simple solution is to set up the free SMTP4DEV software on the server and let it serve as the SMTP server for SharePoint.  You will also need some type of email client installed on the server in order to read the emails.)
3. If your evaluation server is a completely isolated server (i.e. cannot be accessed via a browser from any other computer), you will need to disable the Windows Server Loopback setting in the Registry in order to browse to the extranet web application using a browser on the server.  Instructions for disabling the Windows Server Loopback setting can be found by searching the Internet.
4. If you will be doing all of your testing using a browser on the server, it is helpful to have a second browser installed on the server as well.  This will allow you to authenticate and be logged in with Internet Explorer as an internal user with Windows Authentication, and in the other browser as an external user using Forms-based Authentication.  We recommend installing Firefox as the second browser because it does not use the IE settings on the computer (like both IE and Chrome do) and therefore gives you complete control over authentication in the second browser.

Software Installation and Solution Deployment Steps:

1. In Central Administration on your evaluation server, create a new SharePoint web application to use to test ExCM, if you don't already have a web application created that is suitable.
2. If you have not already, request a 30-day trial key using the Request a Trial button on our ExCM product page. 
3. In the email you receive from our Sales department, use the link provided to download the latest build of ExCM 2019, 2016, or 2013 R2, and save it to the desktop of your evaluation server.
4. Right-click on the installer and select Run as Administrator:
   
5. Agree to the license terms and then click Install:
   
6. At this point, the software has been unpacked and copied to the hard drive of your evaluation server.  The next step is to run the configuration wizard and have SharePoint deploy the software as a Farm Solution:
   
7. On the Start page of the deployment wizard, click on Run the ExCM Configuration Wizard:
   
8. Click Next:
   
9. Verify that all of the System Checks have succeeded and click Next:
   
10. Accept the License Agreement and click Next:
    
11. Select the test web application that you created in Step 1, or select another web application if you have one that is suitable to test in.  Then, click Next:
    
12. Verify that all of the installation steps suceeded and then click Next:
    
13. Click Finish on the last page of the wizard:
    
14. Click Exit on the Start page.
    
     
    Before proceeding, you will need to run the following commands at an elevated command prompt:

    net stop SPTimerV4
    iisreset
    net start SPTimerV4

15. Open up SharePoint Central Administration (or refresh the page if it is already open) and navigate to General Application Settings and verify that the Extranet Collaboration Manager group of menu items appears at the bottom of the page:
    
    
     
    If the Extranet Collaboration Manager group of menu items does not show up, proceed to the Troubleshooting section at the bottom of this page.
16. Now you need to install and activate your 30-day trial license that you received in the email from PremierPoint Solutions Software Sales.  Find the SharePoint Solutions License Administration link on your server's Start menu and run it.  The License Administrator software will start up:
    
17. Click on File > Activation Wizard.....
    
18. Choose "I want to activate the software over the Internet":
    
19. Enter the activation key you received from our Software Sales department and click next:
    
20. The License Administrator software will access our licensing servers over the Internet and pull in your license details from the servers.  Assuming activation is successful, you should see this page:
    
21. You now have ExCM 2013 R2 installed on your evaluation server and the Farm Solution deployed.  The next step is to proceed to the Basic Configuration section of this documentation.

Troubleshooting:

> If needed, CLICK HERE to expand and see screenshots for how to retract and re-deploy to fix missing menu items in Central Administration

net stop SPTimerV4
iisreset
net start SPTimerV4

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