Creating a Tenancy

In HotDocs Advance, a tenancy is an individual site within your Advance deployment, used to enforce separation of data. Each deployment of Advance will have at least one tenancy. You will need to create a new tenancy when you first deploy Advance.

See Creating an Active Directory tenancy if you want users to authenticate using Active Directory rather than a username/password.


To create a tenancy

  1. Log in to the Advance Root Application.
  2. Click the Manage Tenancies link.
  3. Click the Create a new UNP tenancy link.
  4. Type the tenancy details into the Create tenancy form:
    1. Name – the friendly name for the tenancy, displayed in the UI
    2. Description – a brief description of the tenancy and its purpose
    3. Moniker – a name used internally by Advance to refer to the tenancy; for example, this is the name displayed in the URL for the tenancy
    4. Tenancy Type – a descriptive label that indicates the purpose of the tenancy (for example, a trial tenancy, a tenancy for internal use, etc.); this exists for descriptive purposes only, it does not affect the behavior of the tenancy.
    5. Customer Identifier – used to store an identifier for the customer to which the tenancy belongs; this exists for descriptive purposes only, it does not affect the behavior of the tenancy
    6. Are Guest Interviews Enabled - unchecked by default. If enabled, users can generate Client Interview links for a work item to allow an external client to access the work item's interview. Client interviews must also be enabled by a Site Administrator.
  5. Specify DB – select from the following options:
    • Same as Root – create the database for the tenancy on the same database server as your deployed Advance instance
    • Customer specific – create the database for the tenancy on a different database server
  6. If you selected the Customer specific option:
    1. In the Data Source field, type the connection string for the SQL Server instance you want to use
    2. In the Use Sql Server Authentication drop-down menu, select from the following options:
      • Trusted – connect to SQL Server using Windows Authentication
      • SQL username and password – connect to SQL Server using a username and password
    3. If you selected the SQL username and password option, type your information into the following fields:
      • Username – username for a user with dbcreator permissions on the specified SQL Server instance
      • Password – the password for the user specified above
    4. Click the Test Connection button; a message appears to confirm that Advance can connect to SQL Server.
  7. Click the Create button; once the tenancy is created, its details appear on-screen
  8. (Optional) Click the Activate button to make the tenancy accessible to users; you can also perform the activate tenancy step later if you do not want the tenancy to be immediately accessible.