Configuring a Separate Core Assembly Service for the Client Interviews Application

You can configure the Client Interview application to use your Advance Core Assembly Service, or install a second Core Assembly Service specifically to handle client interviews. You use a second Core Assembly Service if you want increased segregation of your primary installation from the internet.

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Overview

When using a separate Core Assembly Service for the Client Interview application:

• client interviews are created by the Core Assembly Service associated with the Client Interview application.
• client interview links use the Core Assembly Service associate with the Client Interview application.

Configuration

The following diagrams illustrate possible configurations of the Client Interview application:

Figure 1 Configuration of the Client Interview Application sharing a Core Assembly Service

Figure 2 Configuration of the Client Interview Application with separate Core Assembly Services

Checks after installing the Client Interview Application

These steps are only required if you are using a separate Core Assembly Service for the Client Interviews application.

• Ensure network visibility between the server where the second Core Assembly Service is installed and the server where HotDocs Advance API is installed.
• Ensure no firewall rules prevent a connection from the second Core Assembly Service to HotDocs Advance API and vice versa.
• (Optional) If you intend to allow public access from any user's net browser, ensure no firewall rules prevent a connection from any IP addresses to the second Core Assembly Service.

If you do not intend to allow public access you can enforce limitation by IP or other means.

• In the Client Interviews application, ensure the application settings file contains a key under AppSettings → CspCustomSources containing a value indicating the domain name of the server where the second Core Assembly Service is installed.