Ubyquo installation guide: server

This guide describes the general procedure to install Ubyquo on the server. When you finish, install Ubyquo on the users' computers with the Ubyquo installation guide: client computers.

Important: before you start the installation, check the environment requirements, the ERP in use, the location where Ubyquo will be installed and the users who will need access.

Prerequisites

See also the technical requirements for servers and workstations.

Before you run the installer

• Make sure you are working on the server or computer where Ubyquo will be installed.
• Make sure the computer has the corresponding ERP or accounting software installed.
• Confirm with the customer which drive or location they want the installation in.
• Make sure you have enough permissions to install and to configure SQL Server.

Part 1 Install Ubyquo

1. 1

   Run the installer

   Download the installer from Support (Contact › Go to support) and run Instalar_Ubyquo.exe. Select the language and click OK.

   If Windows shows a security prompt asking for permission to install, select Sí (Yes). If the initial installation screen appears again, click OK again.

   
2. 2

   Start the installation

   On the welcome screen, click Siguiente (Next).

   
3. 3

   Choose the Server installation

   Select the Servidor (Server) installation type and click Siguiente (Next).

   
4. 4

   Accept the license

   Read and accept the license terms and click Siguiente (Next).

   
5. 5

   Choose the installation location

   The installer shows the default installation folder. If you need to change it, click Examinar (Browse) and select the location. Then click Siguiente (Next).

   
6. 6

   Continue with the installation

   Click Siguiente (Next).

   
7. 7

   Install Ubyquo

   Click Instalar (Install).

   
8. 8

   Open the installation details

   Click Ver detalles (Show details) to continue with the configuration.

   

Part 2 Configure SQL Server

1. 9

   Choose how to configure SQL Server

   During the installation, the SQL Server configuration appears. Choose Instalar SQL (Install SQL) if the computer does not have SQL Server, or Seleccionar instancia (Select instance) if it is already installed, and click Aceptar (OK).

   The automatic installation installs SQL Server Express 2022 by default.

   
2. 10

   Select the instance

   Select the SQL Server instance that Ubyquo will use and click Aceptar (OK).

   
3. 11

   Enter the user and password

   Enter the correct SQL Server login details and click Guardar (Save).

   UserPassword

   
4. 12

   Finish the installation

   Wait for the process to finish and then click Terminar (Finish).

   

Part 3 Share the Quantyca folder

1. 13

   Find the Quantyca folder

   Go to the Ubyquo installation path, for example C:\Program Files\Quantyca\Ubyquo. The Quantyca folder must be shared so that the users who will work with Ubyquo can access it.

   Important: adapt the permissions to the customer's security policy. Avoid granting broader permissions than necessary.

   
2. 14

   Open advanced sharing

   Right-click the Quantyca folder and select Propiedades (Properties). On the Compartir (Sharing) tab, click Uso compartido avanzado... (Advanced Sharing), tick Compartir esta carpeta (Share this folder) and click Permisos (Permissions).

   
3. 15

   Grant the Change permission

   Select the corresponding group and tick Cambiar (Change) in the Permitir (Allow) column. Click Aceptar (OK) until you are back in the main Propiedades (Properties) window.

   

Part 4 Configure the security permissions

In addition to sharing the Quantyca folder, the group of users who use Ubyquo needs the Modify permission (read and write) on these folders:

• Ubyquo\temp and Ubyquo\temp\upgrade
• Ubyquo\config (including Config\Report, Config\Masters, Config\DispatcherTemplates, Config\MetadatosDocumentos and config\connectors)
• Ubyquo\UserCustomization
• Ubyquo\BBDD
• Ubyquo\Repositorio
• Ubyquo\InstalacionCliente
• Ubyquo\UbyquoNet.exe.WebView2
• Quantyca\Repositorio and Quantyca\Repositorio\Repositories
• Quantyca\Updater

Important: give the Modify permission to the group of users who use Ubyquo on all the folders in the list.

Done! Ubyquo is now installed on the server. Now install it on the users' computers with the installation guide for client computers.