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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2. Install and configure prerequisites
4. Configure HotDocs Web Services
1. Pre-installation
Check system requirements are met and security configuration is understood before installing Hub.
2. Install and configure prerequisites
You must install and configure the following prerequisites before you can install Hub.
3. HotDocs Hub installation
4. Configure HotDocs Web Services
5. Post-installation Tasks
You must complete the following post-installation configuration steps:
- Getting Started – first steps for using HotDocs Hub after installation
- 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:
- Install HotDocs Developer – used to develop HotDocs templates
- 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:
- 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