Installing HotDocs Hub Overview

If you are using Active Directory in your solution, see the Install HotDocs Hub with Active Directory section instead.

This document is a step-by-step guide to installing the HotDocs Hub with 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 Hub.

1. System Requirements
2. Security Configuration Options
3. Installation Files Checklist

2. Install and configure prerequisites

You must install and configure the following prerequisites before you can install Hub.

1. Install HotDocs Server
2. Configure SQL Server
3. Installing HotDocs Web Services

3. HotDocs Hub installation

1. Install the HotDocs Hub with User Management
2. Assigning permissions for the signing certificate

4. Configure HotDocs Web Services

1. Configuring HotDocs Hub to use HotDocs Web Services
2. Configure HotDocs Hub to use Web Services

5. Post-installation Tasks

You must complete the following post-installation 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. You must install the following software 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 Hub

7. Using HotDocs Hub

After the HotDocs Hub is installed and configured, see the following topics for information about using Hub:

• Using the HotDocs Hub overview
• Manage User Groups – organize users into groups
• Manage Users – create and edit individual user accounts
• Manage template groups – organize templates into groups
• Upload templates to the HotDocs Hub
• Manage templates – view and edit individual templates uploaded to Hub
• Set user permissions – give user groups access to template groups
• 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