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.
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
Note: you only need to install HotDocs Server and Web Services if you are not using HotDocs Cloud Services to assemble documents and generate interviews.
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: