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.
- System Requirements
- Security Configuration Options
- Upgrades to HotDocs Hub – important notes for when you upgrade an existing Hub installation
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:
- 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: