Installing HotDocs Hub without User Management Overview

This document is a step-by-step guide to installing the HotDocs Hub without user management, 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. Configure prerequisites

1. Configure Windows Server
2. Configure SQL Server

3. HotDocs Hub installation

1. Install HotDocs Hub without User Management – Hub is installed without the User Hub component; the system administrator must provide their own security solution

4. HotDocs Server and Web Services

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.

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 and HotDocs Web Services
2. Configuring HotDocs Hub to use HotDocs Web Services

5. Post-installation tasks

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

1. Getting Started – first steps for using HotDocs Hub after installation
2. Change the client secret for the Upload Plugin – you must complete this steps before installing software for template authors

6. Install software for template authors

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

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

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 template groups – organize templates into groups
• Upload templates to the HotDocs Hub
• Manage templates – view and edit individual templates uploaded to the Hub
• Create a new work item
• Launch an interview – launch an Interview for a template
• Generate a direct interview link – generate a direct link to a Interview for a template