Installing HotDocs Hub with User Management and Active Directory Overview

This document is a step-by-step guide to installing the HotDocs Hub with user management and Active Directory, as part of an on-premise solution. You must complete each step in order when deploying the Hub to your environment.

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1. Pre-installation

Check system requirements are met and security configuration is understood before installing the HotDocs Hub.

1. System Requirements
2. Security Configuration Options
3. Installation Files Checklist

2. Install and Configure Prerequisites

1. Configure Windows Server
2. Configure SQL Server
3. Install ApacheDS
4. Downloading and running Apache Management Studio
5. Configuring ApacheDS for use with Active Directory

3. HotDocs Hub Installation

1. Installing HotDocs Hub with User Management and Active Directory
2. Configuring HotDocs Identity Server Application Settings – assign an Active Directory user account as the Hub Root User
3. Installing the Windows Authentication Application – additional application required for installations that use Active Directory

4. HotDocs Server and Web Services

HotDocs Hub relies on HotDocs Server and HotDocs Web Services to display interviews and generate documents. These must be installed after installing the Hub.

1. Installing HotDocs Server
2. Installing HotDocs Web Services

5. Install Software for Content Developers

Template authors are users that create HotDocs templates. The following software must be installed on template authors' desktop computers:

1. Installing HotDocs Developer – used to develop HotDocs templates
2. Installing the Upload Plugin for HotDocs Developer – used to upload templates from HotDocs Developer to the HotDocs Hub

6. Post-installation Tasks

After the HotDocs Hub and its prerequisites are installed, complete the following configuration steps:

1. Setting the Tenancy Administrator Password
2. Getting Started – first steps for using HotDocs Hub after installation

7. Using HotDocs Hub

After the HotDocs Hub is installed and configured, see the following topics for information about using the Hub:

• Using the HotDocs Hub overview
• Manage User Groups – organize users into Groups
• Manage Users – create and edit individual user accounts
• Manage template groups – organize templates into groups
• Upload templates to the HotDocs Hub
• Manage templates – view and edit individual templates uploaded to the Hub
• Set user permissions – give User Groups access to Template Groups
• Launch an interview – launch an Interview for a template
• Generate a direct interview link – generate a direct link to a Interview for a template