Introduction

The guide below sets out the steps required to install Spindle Document Distribution Cloud. This edition of Spindle Document Distribution is targeted at environments where there is no shared file server, typically in Azure virtual desktop or VPN environments and where Spindle Document Capture is not applicable, currently meaning sites not using Sage 200 or Eque2 Construct.

If you are upgrading from Spindle Document Distribution Standalone, you can run the upgrade over the top of the existing installation

Requirements

  • Windows 10 1607 and later, or Windows Server 2016 and later
  • Dotnet version 3.5 enabled
  • Dotnet version 4.8
  • Spindle Document Distribution Cloud activation key (request via licences@draycir.com)

Process

The software installation files are available from the Draycir Partner Portal. Download the latest version from here.

The Installer will test the above requirements and if any are missing, will prompt you to install prior to the software installation. For example:

Click Install to install any missing required components, or cancel and manually install these components and re-run the Spindle Document Distribution installer.


When the pre-requisites are installed click Next.

Accept the licence agreement and click Next:

The next window shows the folder that Spindle Document Distribution will be installed into:

Unless you have a reason to change this, we recommend leaving it as the default. Click Next to continue.


You are now asked for the Primary Application. If your ERP is listed in the dropdown, select it, otherwise choose No Primary Application required.

Click Next to continue

NOTE: If you are accustomed to installation of Spindle Document Distribution, you will notice at this point that you are no longer asked for a shared folder location:

This is no longer required as the shared folder is synchronised for all users through the Draycir service.

The installer now has all the required information and will start the installation process when you click Install.

The installation will proceed in two stages. First, the main application is installed into the folder specified, then the Printer Drivers are installed. You will see an additional installer icon appear on the Taskbar during this phase. The driver installation phase also installs and starts the required Spindle Pro Printer Agent service on the machine, as well as adding the three Spindle Document Distribution printer drivers,

When the installation is complete, click Finish:

After the installation has completed, the User Setup Wizard is displayed, allowing you to specify the user's name, email address etc, as well as defining the email device and other distribution devices to be used. These settings can all be changed after the fact in Spindle Document Distribution Tools. For further information see KBA-01-01-007 - The User Setup Wizard.

Licensing

After completion of the User Wizard you will be presented with the Activation window:

Enter your details in here, along with the activation details that were sent to you from the Draycir licence department.


This activation will create the link to the cloud copy of the SpindlePro folder.


If you have closed the window premturely, you can cause it to re-open by right clicking the Spindle Document Distribution Cloud icon in the system tray, and quitting it. 

Then navigate to C:\Program Files (x86)\Draycir\Spindle Document Distribution\Cloud Sync and run Cloud Sync.exe



Knowledge Base Article Details

Related ProductSpindle Document Management, Spindle Document Distribution, Spindle Professsional
Reference NumberKBA-01-00-018
Document Date29/04/2022
Original AuthorVince Hodgson
Document Version1.1
Last Updated 08/11/2023
Update AuthorVince Hodgson
KeywordsCloud