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.
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
- Open the Windows Command Prompt
as an administrator.
- Navigate to the directory containing the HotDocs Hub installation
files.
- Run the HotDocs Hub installer.
- 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: if you are
using a Service account to connect to the Hub databases, you need to edit
the Invoke.ps1 script. See Connecting
to the HotDocs Hub databases without a username and password for more
information.
- Extract the Post-Installation
Files zip file provided with the HotDocs Hub installer.
- Run Powershell as an administrator.
- Change the directory to the Scripts
folder, in the extracted Post-Installation Files 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 the HotDocs Hub is installed, e.g. exampleserver01.
- hub-application-root –
path to root installation
directory containing the HotDocs Hub applications; e.g.
C:\inetpub\wwwroot.
- Configuring
HotDocs Identity Server Application Settings.
- Installing
the Windows Authentication Application
- Installing
HotDocs Server and Web Services
- Install HotDocs Developer
for template authors.
- Install the Upload Plugin
for HotDocs Developer.