OptimiDoc Server Help Center
OptimiDoc Server Help Center
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Installation

This guide walks you through a fresh installation of OptimiDoc Server on a Windows Server machine. The process typically takes 10–15 minutes and results in a fully operational system ready for licence activation and initial configuration.

Prerequisites

Before you begin, confirm that the target server satisfies all items on the System Requirements page, including the .NET Framework 4.8 runtime and the IIS role services. You will also need local administrator rights on the server and, for a production deployment, connection details for your SQL Server instance.

Step-by-Step Installation

  1. Download the installer. Obtain the latest OptimiDoc Server installer package from the official download portal or your reseller. The file is named OptimiDocServerSetup_x.x.x.exe.

  2. Run the setup wizard. Right-click the installer and select Run as administrator. The setup wizard opens and guides you through the installation.

  3. Accept the licence agreement. Read the End-User Licence Agreement, tick I accept the terms, then click Next.

  4. Choose the installation folder. The default path is C:\Program Files\OptimiDoc. Change it only if your organisation requires a different location, then click Next.

  5. Select the database engine.

    • LocalDB — the installer creates a local database automatically. Suitable for evaluation and small deployments (fewer than 20 devices).

    • SQL Server — enter the SQL Server hostname, instance name and authentication credentials. The installer creates the OptimiDoc database schema. Use this option for production environments and for any deployment that will use clustering.

  6. Configure the IIS binding. Specify the port number (default 14266) and, optionally, the SSL certificate to use for HTTPS. If you plan to use port 443 with an existing certificate, you can configure this later in IIS Manager.

  7. Set the administrator password. Enter and confirm a strong password for the built-in admin account. This account has full access to all OptimiDoc features.

  8. Review and install. Verify your selections on the summary screen and click Install. The wizard copies files, configures IIS and initialises the database, showing a progress bar as it works.

  9. Complete the wizard. When the installation finishes, tick Launch OptimiDoc and click Finish.

Verifying the Installation

  1. Open a supported web browser (Chrome, Edge or Firefox).

  2. Navigate to https://<server-address>:14266 (or the port you configured). The root address redirects to the React administration UI.

  3. The OptimiDoc login page appears.

  4. Sign in with the username admin and the password you set during installation, then click Login.

  5. If the Dashboard loads successfully, the installation is complete. The Dashboard's Licence panel will show an Inactive status until you activate a licence.

Post-Installation Tasks

After a successful installation, proceed with the following:

The default authentication username is “admin” with password “admin”.

  • Configure Settings > Mail for e-mail delivery of scan documents and system notifications.

  • Configure Settings > Print to set job-retention periods and enable optional features such as quotas or billing codes.

Troubleshooting

Symptom

Possible Cause

Resolution

Installer fails with "IIS not detected"

IIS role not enabled

Enable the Web Server (IIS) role via Server Manager > Add Roles and Features.

Cannot connect to SQL Server

Firewall or credentials

Verify the SQL Server allows remote connections and the credentials are correct.

Login page not loading

Port conflict

Check that no other application is using the configured port.

"HTTP Error 500" after login

Missing .NET 4.8

Install .NET Framework 4.8 and restart IIS (iisreset).