Installation Checklists

Before installing HotDocs Advance, you should use the checklists below to ensure your deployment environment meets the Advance system and configuration requirements.

Environment Prerequisites Checklist

Name Description Notes
Internet Connection Required to download installation files and verify HotDocs Core Assembly Service installation.  
DNS Configuration You should have correctly configured DNS before you proceed with installation. See DNS Configuration Requirements for more information.
SMTP Server Required for user provisioning e-mails. Only required for deployments that do not use Active Directory. You should have a note of SMTP settings for use during the Edit HotDocs Advance installation settings step of deployment.

Microsoft Windows Server:

  • Windows Server 2022;
  • Windows Server 2019; or 
  • Windows Server 2016
 Server operating system.  
Internet Information Services (IIS) Web server for Windows Server. See https://www.iis.net/ for more information.

IIS must be installed before .NET Core as the Hosting Bundle integrates with IIS.
IIS HttpPlatformHandler Module 1.2 Enables process managment of HTTP Listeners and proxies requests to the process it manages. See https://www.iis.net/downloads/microsoft/httpplatformhandler for more information.
Microsoft SQL Server 2016 or later Database server. See https://www.microsoft.com/en-gb/sql-server/sql-server-downloads for more information.
.NET Framework 4.8 or later .NET software framework. See https://www.microsoft.com/net/download for more information.
.NET Core 8.x hosting bundle .NET software framework. See https://dotnet.microsoft.com/en-us/download/dotnet/6.0 for more information.
Visual C++ Redistributable for Visual Studio 2015 or later Required by HotDocs Core Assembly Service. See https://visualstudio.microsoft.com/downloads/ for more information.

SQL Server Configuration Checklist

The following settings are required for SQL Server.

Name Description Notes
Microsoft OLE DB Driver 18 for SQL Server Required by Core Assembly Service, to connect to SQL Server. See https://www.microsoft.com/en-us/download/details.aspx?id=56730 for more information.
User account An SQL Server user account under which Advance creates and accesses its databases. You will need the user account details when editing the Advance deployment settings.
dbcreator The user above must have the dbcreator server role assigned.  

It is possible to install Advance with restricted SQL access permissions.

Windows Server and IIS Configuration Checklist

The following settings are required for Windows Server and Internet Information Services (IIS).

Name Type Notes
Web server role Windows Server role  
IIS Management Console Windows Server feature  
IIS Management Scripts and Tools Windows Server feature  
ASP.NET Windows Server feature That exact version number for this option depends on the version of Windows Server you are using. The minimum version is 4.6.
.NET Extensibility Windows Server feature That exact version number for this option depends on the version of Windows Server you are using. The minimum version is 4.6.
HTTP errors Windows Server feature  
HTTP redirection Windows Server feature  
Static content Windows server feature  
Windows authentication Windows Server feature  
Wildcard SSL Certificate Windows Server configuration Required for the domain and sub-domains on which you deploy Advance.
HTTPS binding IIS configuration HTTPS must be enabled on the IIS site on which Advance is deployed. Must use the Wildcard SSL certificate above.
Feature Delegation: Authentication - Windows IIS configuration In the Feature Delegation settings for the server on which Advance is deployed, the Delegation setting for Authentication - Windows must be set to Read/Write.
Anonymous Authentication IIS configuration

Anonymous Authentication must be enabled.

 

If the WebDAV Publishing feature of IIS is installed, you will not be able to save the progress of your interview. Please ensure you disable this feature.

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