Installing the HotDocs Hub with User Management and Active Directory
The HotDocs Hub installer installs the core Hub components and user interface.
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Prerequisites
- See HotDocs Hub System Requirements for a full list of prerequisites.
- Assigning permissions for the signing certificate
Configure Internet Information Services (IIS) to use HTTPS
The IIS website where Hub is installed must use HTTPS. See https://blogs.msdn.microsoft.com/rakkimk/2007/05/25/iis7-how-to-configure-a-website-for-https/ for more information on configuring HTTPS in IIS.
Installation
You must complete the following tasks to install and configure HotDocs Hub:
- Install the HotDocs Hub
- Run the additional Hub installation scripts
To install the HotDocs Hub
- Unzip the CombinedHub zip file provided to you by HotDocs.
- Open the Windows Command Prompt as an administrator.
- Navigate to the extracted CombinedHub directory, containing the HotDocs Hub installation files.
- Run the HotDocs Hub installer file (e.g. HotDocsHub_Setup.msi).
- Click Next.
- Review and accept the License Agreement terms.
- Click Next.
- (Optional) Click Browse to change the default installation directory to the required location.
- Click Next.
- Click Install.
- Click Finish.
To run additional installation scripts
Note: you may need to change your Powershell execution policy status to run the installation scripts. See Elevated status error when running Invoke.ps1 post-install script for more information.
- Run Powershell as an administrator.
- Change the directory to the CombinedHub > Post-Install > Post-install Scripts folder.
- Edit the Invoke.ps1 script in a text editor.
- Edit the Invoke.ps1 script in a text editor to customize the installation parameters.
- Run the Invoke.ps1 script
in Powershell, using the following command with your own values replacing
the {placeholder} values:
.\Invoke.ps1 -EnableOAuth2 {enable-oauth2} -SqlServer "{sql-server-name}" -SqlUser {sql-username} -SqlPass {sql-password} -IisWebSite "{website-name}" -IisHostName "{host-name}" -IisAppRoot "{hub-application-root}"
Where:
- enable-oauth2 – enable OAuth2 authentication; must be true.
- sql-server-name – name of the SQL Server where the Hub databases are installed; e.g. .\sqlexpress.
- sql-username – name of user that has read and write permissions to the Hub databases.
- sql-password – password associated with the user above.
- website-name – name of the website under which HotDocs Hub is installed, e.g. Default Web Site.
- host-name – name of the server on which Hub is installed including the domain, e.g. hub.yourorganization.com; this name must match the host name you used when configuring the SSL binding in IIS
- hub-application-root – path to root installation directory containing the HotDocs Hub applications; e.g. C:\inetpub\wwwroot.
Backup Post-installation Script
Once Hub is installed successfully, you should make a backup copy of the post-installation script above. This will be useful if you ever need to upgrade your Hub to a later version.
Next Step
Configuring HotDocs Hub Application Settings