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. | |
| 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. |
| 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. |
| 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 hosting bundle 2.1 or later | .Net software framework. | See https://dotnet.microsoft.com/download/dotnet-core/2.1 for more information. |
Visual C++ Redistributable for Visual Studio (x64) 2015 or later |
Required by HotDocs Core Assembly Service. | See https://visualstudio.microsoft.com/downloads/ for more information. |
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. |
| 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 | |
| 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. |