Installing HelpSystems Insite on Your Windows Server - Single System

Make sure your system meets the minimum requirements before installing Insite on your Microsoft Windows Server.

Notes:

  • You can download the installer from the My Downloads page on our customer portal. The installer is available whether you're requesting a free trial of our software, updating your software, or converting your software.
  • If you are updating HelpSystems Insite, end all HelpSystems Insite services on your Windows server before updating. They should be ended in the following order:
    1. HelpSystems Insite Integration Service - This will end HelpSystems Insite Analytics Service and HelpSystems Insite Server 
    2. HelpSystems Insite Coordinator - This will end HelpSystems Insite Message Broker
    3. HelpSystems Insite Database - This will end HelpSystems Insite Secure Storage
  • If you are updating HelpSystems Insite and have specific configuration you would like to retain, we recommend backing up Insite prior to updating. 

The Single System option is for users that are only installing on a single system and want the ability to pick which products are installed as part of their Insite installation.  

Note: Insite Watch List is a component of Insite that can be installed during your Single System install. The installation of Insite Watch List can add additional time to the installation process. 

Single System:

  1. Click Get Started within the Single System section of the installation window.

  2. On the Configure the Insite User Interface panel, select the products you want to install and click Next.

  3. Choose the location where you would like to install Insite. You can change the default location.

  4. Click Install.

  5. The installation begins. The installer gives you a detailed view of the installation progress.

  6. The HelpSystems Insite Server Configuration Manager window displays. You must set up ports for HelpSystems Insite. The installer lets you know if the default ports are available. If a port is unavailable, enter a new port number and click Test to see if it's available. Once all ports are available, click OK.

  7. Follow the onscreen instructions to complete the installation. After the installation completes, a summary screen will open in your default browser.

After You Are Done

After installation is complete, point a web browser to the following URL:

http://xxx.xxx.xxx.xxx:nnnn/

where xxx.xxx.xxx.xxx is the IP address of your server and nnnn is the connector port number you entered during installation.

Note: If you have upgraded from an earlier Insite version, reload your browser to ensure all services are visible in the Products list. 

If this is an new installation, the Startup Wizard will display to help you configure your installation of Insite. That will help you start setting up the software.


Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: July 15, 2019