Installation Overview

This document provides an overview of the installation process for HotDocs Hub, including system requirements and configuration information.

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Required Knowledge

You should have a working understanding of the following areas to install HotDocs Hub:

• Internet Information Services (IIS)
• IIS Security configuration
• SSL/TLS
• Powershell 3.0

Pre-installation

You must ensure you have met system requirements and understand HotDocs Hub security configuration.

• System Requirements
• Security Configuration Options

HotDocs Hub Installation

Install the HotDocs Hub and its prerequisites, using one of the following configurations:

• Install HotDocs Hub with user management
• Install HotDocs Hub with user management and Active Directory

• Install HotDocs Hub without user management

See Security Configuration Options for more information about the different Hub configurations.

HotDocs Platform Installation

• Install HotDocs Server
• Install HotDocs Web Services

Post-installation Tasks

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

• Set Tenancy Administrator Password
• Getting Started – first steps for using HotDocs Hub after installation.

Install Software for Template Developers

Template authors are users that create HotDocs templates. Install the following items on template authors' desktop computers:

• HotDocs Developer – used to develop HotDocs templates
• Upload Plugin for HotDocs Developer – used to upload templates from HotDocs Developer to the HotDocs Hub

Using HotDocs Hub

 See the following topics for information about using the Hub:

• HotDocs Hub User Interface Overview – an overview of the HotDocs Hub user interface
• Set Tenancy Administrator Password – change the default password for the Tenancy Administrator
• Using HotDocs Hub:
• Templates Overview
• Template Groups Overview
• Users Overview
• User Groups Overview
• Interviews Overview