Install the HotDocs Template Hub API

The HotDocs Template Hub provides an API to manage HotDocs Template Package Files. The Template Hub enables you to:

• Store HotDocs Template Package Files in a database
• Organise the Template Package Files into Groups
• Manage user access to Groups
• Version control the Template Package Files

HotDocs stores all Template Package Files and associated metadata (user access, template Groups) in a database.

System Requirements

• Internet Information Services 7 (IIS) or later
• Microsoft .Net Framework 4.6 or later
• SQL Server 2012 or later

Install Microsoft .Net Framework

Before the Template Hub API can be installed, you must install and configure the Microsoft .Net Framework.

To Install the HotDocs Template Hub API

To install the HotDocs Template Hub API, you must have the installer files. If you do not have these files, please contact your HotDocs Sales Representative.

1. Extract files from the installer zip onto your server machine.
2. Right click installAPI.bat and select Run as Administrator.
3. Click Next.
4. Optional: you can select which components and settings of the Template Hub UI to install. However, it is recommended to install all of the components and settings.
• Template Hub Web Files – the web application files.
5. Optional: click Browse to select the installation directory. If you skip this step, HotDocs uses the default installation directory.
6. Click Next and then click Install.
7. Click Finish. HotDocs has now installed the Template Hub API and opens the Configuration Wizard. Click Next.
8. Select the relevant Database option, either I want to use an existing database that has already been created or I want the installer to create the database. Then enter the following information:
1. Database Server – type the name of the machine where the database is installed.
2. Name of Database – type the name of the database for the Template Hub
3. Select an authentication type – the type of authentication the Template Hub uses to connect to the database. Select either:
• Windows authentication credentials of current user– uses the login credentials of the current user to log into the database.
• SQL Server authentication using the Login ID and password below – uses the supplied Login ID and Password to log into the database:

If you choose to use SQL Server authentication you cannot use the login ID "sa" in your authentication details.

1. Enter a Login ID
2. Enter a Password
9. Click Next.
10. Select the appropriate option to install the application in IIS, either:
• I do not want the application to be installed in IIS – the application is not installed in IIS
• I want to install the application under the following Website in IIS – HotDocs installs the application under the default website in IIS.
1. If you choose to install the application in IIS, click Default Web Site drop-down menu to change site.
2. Choose to Use the following AppPool (click DefaultAppPool drop-down to change AppPool) or Create a new AppPool.
3. If you choose to create a new AppPool enter the following information:
1. Pool Name – the name of the new Application Pool.
2. Domain for Application Pool – the domain under which the new Application Pool runs.
3. Login for Application Pool – the login for the new Application Pool.
4. Password for Application Pool – the password for the new Application Pool.
11. Click Next.
12. Select how the application connects to the database. Either:
• I want to use the app pool identity to connect the application to the database – uses the AppPool identity to connect to the database.
• I want to enter SQL credentials for the application to the database – uses the supplied Login ID and Password to log into the database:

If you choose to use SQL Server authentication you cannot use the login ID "sa" in your authentication details.

1. Enter a Login ID
2. Enter a Password
13. Click Next then click Finish. The Template Hub API is now ready to use.

Silent Install

To silently install the Template Hub, use the supplied .msi file.

1. Open the Windows Command Prompt as an Administrator.
2. Change the directory to the location of the installer.
3. Type msiexec /i, the name of the msi file, and the /quiet option for silent installation. The full command is msiexec /i TemplateHub_Setup.msi /quiet.
4. Enter any additional parameter information.  You can see the parameters available to use in the section below.
5. Press Enter. The installation begins.

Parameters

You can use the following parameters during a silent install to change the installation settings.

File Location Parameters

• TARGETDIR — the root directory for the installation. The default value is *C:*.
• INETPUB — the name of the IIS public folder. The default value is inetpub.
• IISROOT — the name of the IIS root folder. The default value is wwwroot.
• INSTALLFOLDER — the name of the folder to which the Template Hub installs. The default value is TemplateHub.

You should use the parameters above in combination. For example, the default values install the Template Hub to C:\inetpub\wwwroot\TemplateHub.

Database Parameters

• SQLSERVER — the name of the SQL Server where HotDocs created the Template Hub database. The default value is (local).
• SQLDATABASE — the name of the database used by the Template Hub. The default value is HDToolboxTemplateStore.

Using Parameters during Installation

When performing a silent install using msiexec, add parameters to the msiexec command. For example:

msiexec /i TemplateHub_Setup.msi /quiet SQLDATABASE=TemplateHub

Log the Installation Process

You can also add logging to the installation process:

msiexec /i TemplateHub_Setup.msi /quiet /log C:\log\install.log