Installing HotDocs Hub with User Management

You must run the HotDocs Hub installer to install the core Hub applications in your environment.

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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

To install the HotDocs Hub

1. Unzip the CombinedHub zip file provided to you by HotDocs.
2. Open the Windows Command Prompt as an administrator.
3. Navigate to the extracted CombinedHub directory, containing the HotDocs Hub installation files.
4. Run the HotDocs Hub installer file (e.g. HotDocsHub_Setup.msi).
5. Click Next.
6. Review and accept the License Agreement terms.
7. Click Next.
8. (Optional) Click Browse to change the default installation directory.
9. Click Next.
10. Click Install.
11. 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 ConfigureHub.ps1 post-install script for more information.

1. Run Powershell as an administrator.
2. Change the directory to the extracted CombinedHub > Post-Install > Post-install Scripts folder.
3. Edit the DefaultConfig.psd1 settings file in a text editor.
4. Customize the installation configuration settings in DefaultConfig.psd1.
5. Run the ConfigureHub.ps1 script in Powershell, using the following command:
   .\ConfigureHub.ps1 -ConfigFile configurationFile -SqlUser username -SqlPass password
   Where:
• ConfigurationFile – by default, this should be DefaultConfig.psd1; you can specify a different configuration file (e.g. the configuration file for an existing installation of Hub) if necessary.
• Username – the username of a user account with permissions to connect to SQL Server; only required if you are not using integrated security.
• Password – the password for the above user

HotDocs Hub is now installed.

Backup Post-installation Script

Once Hub is installed successfully, you should make a backup copy of the DefaultConfig.psd1 file used above. This will be useful if you ever need to upgrade your Hub to a later version.

Next Step

Configuring HotDocs Web Services