Installing the FileHold Desktop Application (FDA)

The FileHold Desktop Application (FDA) is a rich Microsoft Windows based desktop application that allows the addition and management of documents in the document management system.

A FileHold representative will send you a link where you can download the FileHold Client Installation Kit. The FDA must be installed on each individual workstation.

A silent installer script is also available if you want to deploy to many workstations using typical IT tools.

Software installation prerequisites

• The FileHold Desktop Client Application must be installed and configured for the user on a supported operating system. See System Requirements for full details.
• Inspect the file properties of the installer to make sure the application is not blocked by your security software as it was downloaded from the Internet. Remove block if present. Each installer is signed by FileHold with a secure certificate which will confirm the source of the file.
• Temporarily disable your antivirus / security suite software.
• Quit ALL Microsoft Office applications.
• Close any other applications that are running.

For troubleshooting issues, see FDA Troubleshooting Guide.

To install the FDA on the local computer

1. Unzip the FileHoldxxx-Client-Installation-Kit-xxx.zip file on the local computer.

2. Launch the FDA Installer Application FileHoldxxx_Client-xxx.exe by right clicking on the executable file and selecting Run As Administrator.

3. Click Next in the Welcome Screen.

4. Read the terms in the License Agreement, select I accept the terms in the license agreement and click Next.

• If you select I do not accept the terms in the license agreement, this will cancel the installation.

4. Choose how you want the application installed. Anyone who uses this computer (all users) is recommended in case of the possibility of other users logging into your PC with a windows\domain account to use FileHold. Click Next.

5. Select the features that you want to install: FileHold Microsoft Office Add-In and Application Shortcuts. All features are installed by default. If you do not want a feature installed, select This feature will not be available from the drop down list. Click Next.

6. If you have legacy Brava Viewer licenses you will need to install the Brava viewer using a separate installer. Contact [email protected] if you require the installation file.

Starting in 2017, Brava viewer licenses are no longer available for new FileHold purchases. Previously purchased Brava viewer licenses are still available for use in the FileHold Desktop Application on a best efforts basis. As the Brava viewer is deprecated, it is recommended that you transition to the FileHold viewer as soon as possible. No bug fixes or security updates are available for the Brava viewer.

7. Click Install to start the installation. This will take a few minutes.

8. Once the installation is complete, click Finish.

9. Launch the Desktop application. Go to File > Connection Options and add you login credentials and the FileHold Server URL.

10. The FileHold Server URL will have the following pattern. Click Test URL to confirm you can reach the FileHold server and Test Logon if you specified any log in details to ensure you can successfully log in.

http://<servername>/FH/FileHold/

or

https://<servername>/FH/FileHold/

• You will choose http or https according to which protocol you have configured your server for.

• Replace <servername> with the actual name of your FileHold Server.

  • You can use the Fully Qualified Domain Name (FQDN) for the FileHold server in place of the simple server name.
  • If you are using the Windows account information, also known as Integrated Windows Authentication (IWA) or Single Sign On (SSO), you must use the FQDN.
  • If you are using https your server name must match your certificate name in order to avoid certificate warnings.

For Integrated Windows Authentication to work the FileHold system must be synchronized with Active Directory (AD) and Integrated Windows Authentication must have been configured on the domain for the FileHold Server. FileHold professional services provides assistance with this for customers that purchased the AD synchronization option. See Accessing the FDA for more information on logging into the FDA.

The external identity provider option is available for use on systems where one, such as Microsoft Entra ID, has been configured. FileHold professional services provides assistance with this for customers that purchased the external identity provider option. See Accessing the FDA for more information on logging into the FDA.

You do not need to install any special client to use the Web Client as it is automatically installed with the application server. Simply enter an URL like the following in your browser address bar. http[s]://<servername>/FH/FileHold/WebClient/LoginForm.aspx.

Installing a language pack

If you require the FileHold Desktop Application to be in another language, follow these instructions. If you require the language pack files they may be available from the same location where you downloaded the FDA. If there is no language pack for your version of FileHold or the language you want is not available, contact [email protected].

To install the language pack

1. Install the FileHold Desktop Application Client prior to installing the Language Pack. See the above installation instructions.
2. Unzip the Language pack files to the local computer.
3. Unblock the installer file, if necessary, in the file properties.
4. Run the executable as an Administrator.
5. Follow the install wizard and click Install.
6. Log in to the FileHold Desktop Application and go to File > Preferences and Settings > User preferences.
7. Set the Default Language and click OK.
8. Exit and log back into the FileHold Desktop Application. The FDA should be changed to the selected language.