Installing HotDocs Advance with Restricted SQL Access Permissions

The following instructions enable you to install HotDocs Advance with restricted access permissions to the SQL Server.

We advise that you install HotDocs Advance following the instructions to configure the Core Assembly Service with dbcreator permissions, to create the databases required by the service. However, we recognize that this is not always appropriate for some customers.

Prerequisites

A database administrator within your organization must provision two databases on an SQL Server:

  1. HdaRoot – the Root database
  2. HotDocsAdvance_{tenancy} – a database for each tenancy you want to install; replace the {tenancy} placeholder with the name of your tenancy

Permissions Required

SQL Authentication

If using SQL Authentication for connecting to the databases, the SQL user specified in the connection string should have the following DB Roles:

  • Installer User:
    • On Root HdaRoot database:
      • datareader 
      • datawriter
      • ddladmin
    • On tenancy HotDocsAdvance_{tenancy} database:
      • datareader
      • datawriter
      • ddladmin 

Windows Authentication

The IIS Application Pool Identity running Advance should have the following DB Roles: 

  • On Root HdaRoot database:
    • datareader
    • datawriter
  • On tenancy HotDocsAdvance_{tenancy} database:
    • datareader
    • datawriter
    • ddladmin

Running Advance Installer with Database Activities Disabled

To prevent installation errors, you must disable the database activities run by the installer. This is done by passing the skipDBCreation option during installation.

To Run the Advance Installer with Database Activities Disabled

  1. Open Command Prompt using Run as Administrator
  2. Type in the following command to run the installer with database activities disabled: 
    • HdaInstaller.exe install -skipDBCreation

To Install Advance with Restricted SQL Access

  1. Install Advance using the command above and the Root database provided.
  2. Login to the Advance Root Application.
  3. Create a tenancy. When asked to specify the name of the database, ensure the name matches the provided Tenancy database name minus the suffix.
  4. (Optional) Repeat step 3 to create multiple tenancies, each using a separate tenancy database.

HotDocs Advance is now installed.