# Installation and Upgrade Guide

# Installing or Upgrading Exchange CS

This section describes the following steps that ensure successful installation:

1. Verify that you have completed the pre-installation procedures. For details, see Completing Pre-Installation Steps.
2. Install product files on the remote server host. For details, see Installing or Upgrading Product Files.

## Installing or Upgrading Product Files

AquaLogic Interaction Content Service - Microsoft Exchange is implemented as a remote server in the context of the portal deployment. You install the product on a remote server host computer that can communicate with the portal. Except in the case of a development or test environment, the remote server host computer should not host the AquaLogic Interaction portal application. For host specifications, see Hardware and Software Requirements.

Note: | If you have previously installed Exchange CS, we recommend uninstalling the earlier files before installing the current version.

To install product files:

1. Log in to the host computer as the local host administrator.
2. Close all applications.
3. Copy the installation package (ALIContentService-Exchange_v5-2.exe) to a location on the remote server host.
4. Launch the installer by double-clicking ALIContentService-Exchange_v5-2.exe.
5. In the Location to Save Files dialog box, accept the default folder. These files are copied to your computer temporarily for the installation and will be removed when you complete installation.
6. Complete the installation wizard pages as described in the following table.

Note: | To facilitate any troubleshooting that might be required, as well as communication among IT staff and customer support, we recommend that you keep the default settings.
Wizard Page | Description
--- | ---
Welcome | Click Next.
Choose Destination Location | Accept the default installation location or browse to another directory. Then click Next. The default is the value that you set for PT_HOME, for example C:\bea\alui.
Select Web Site Type | Use Default Web Site - The default Web site listens on port 80. Use Another Web Site - You will specify the Web site details on the next page of the installer. Specify if you want to use the default Web site. If you choose to use the default Web site, you will automatically skip the next wizard page. Then click Next.
Select Web Site | Enter a name for the Web site so that you are able to identify the Web site in IIS.
Note: | If you have not previously installed Web services on this computer, the default name is ptws. We also recommend that all Content Services and Identity Services on the same host computer be deployed in the same location.
Enter port numbers for regular and secure access. The defaults are 8082 and 9002. Then click Next.
Select Web Site Security | Specify HTTP or HTTPS. If you specify HTTPS, you must configure HTTPS according to the documentation provided by your SSL vendor and implement a valid digital certificate. Then click Next.
Internet Alias | Specify the alias for the host computer Web services. The default is http://<RemoteServer>:8082. We recommend you accept the default. Then click Next.
Windows Domain | Enter the domain that contains ali-exchangecws-user, the user you created in Completing Pre-Installation Steps. Then click Next.
ALI user Windows Password | Enter `ali-exchangecws-user` and the corresponding password. This is the user you created in Completing Pre-Installation Steps. Then click Next.

1. On the Pre-Installation Summary page, click Install to begin installation.
2. Click Done to exit the installer and restart your computer.