Installing HotDocs Hub with User Management Overview

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.

In this Topic ShowHide

1. Pre-installation

Check system requirements are met and security configuration is understood before installing the HotDocs 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 HotDocs Hub.

1. Configure Windows Server
2. Configure SQL Server
3. Install ApacheDS
4. Download and run Apache Directory Studio
5. Configure ApacheDS

3. HotDocs Hub installation

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

4. Optional: install HotDocs Server and Web Services

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.

HotDocs Hub relies on HotDocs Server and HotDocs Web Services to display interviews and generate documents. You must install these items after installing the Hub.

1. Installing HotDocs Server and Web Services
2. Configure HotDocs Hub to use Web Services

5. 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 the HotDocs Hub

6. Post-installation tasks

You must complete the following post-installation configuration steps:

1. Getting Started – first steps for using HotDocs Hub after installation

7. Using HotDocs Hub

After the HotDocs Hub is installed and configured, see the following topics for information about using the 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 the Hub
• Set user permissions – give User Groups access to Template Groups
• Launch an interview – launch an Interview for a template
• Generate a direct interview link – generate a direct link to a Interview for a template