Before installing HotDocs Advance, you should use the checklists below to ensure your deployment environment meets the Advance system and configuration requirements.
| Name | Description | Notes |
| Internet Connection | Required to download installation files and verify HotDocs Core Assembly Service installation. | |
| 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. |
| Windows Server 2016 | Server operating system. | |
| Internet Information Services (IIS) | Web server for Windows Server. | See https://www.iis.net/ for more information. |
| Microsoft SQL Server 2012 or later | Database server. | See https://www.microsoft.com/en-gb/sql-server/sql-server-downloads for more information. |
| Microsoft .Net 4.6.2 or later | .Net software framework. | See https://www.microsoft.com/net/download for more information. |
| Microsoft .Net Core runtime 2.1 or later | .Net software framework. | See https://www.microsoft.com/net/download for more information. |
| Web Deploy 3.6 or later | An extension for IIS, used for deploying Advance. | See https://www.iis.net/downloads/microsoft/web-deploy for more information. |
| Visual C++ Redistributable for Visual Studio 2015 | Required by HotDocs Core Assembly Service. | See https://www.microsoft.com/en-us/download/details.aspx?id=48145 for more information. |
The following settings are required for SQL Server.
| Name | Description | Notes |
| Filestream | An SQL Server configuration setting. Enables HotDocs Core Assembly Service to store unstructured data on the file system. | See Configure SQL Server for Core Assembly Service 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. |
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 | |
| .Net Extensibility 4.7 | Windows Server feature | |
| ASP.NET 4.7 | Windows Server feature | |
| HTTP errors | Windows Server feature | |
| Common HTTP features | Windows Server feature | |
| HTTP redirection | Windows Server feature | |
| Static content | Windows server feature | |
| Windows authentication | Windows Server feature | |
| HTTPS binding | IIS configuration | HTTPS must be enabled on the IIS site on which Advance is deployed. |
| Feature Delegation: Authentication - Windows | IIS configuration | In the Feature Delegation settings for the site on which Advance is deployed, the Delegation setting for Authentication - Windows must be set to Read/Write. |