Installing HotDocs Hub with User Management and Active Directory Overview
This document is a step-by-step guide to installing the HotDocs Hub
with user management and Active Directory, 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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Overview
The following provides a high-level overview of how Active Directory
and HotDocs Hub interact.
Component Responsibilities
- Active Directory provides user account management and authentication.
- HotDocs Hub User Hub component provides user authorization.
Hub Installation
- Active Directory must already be installed and joined to a domain.
Root User
- You set an existing Active Directory user account as the Hub Root
User, after Hub is installed.
- The Root User is the only user that can initially log in to the
Hub.
Importing User Accounts from Active Directory
- The Root User imports Active Directory Groups into the Hub, using
the Hub user interface.
- Importing Active Directory Groups creates new Hub user accounts
for all imported users.
- Active Directory users can log into the Hub using their standard
domain login credentials.
1. Pre-installation
Check system requirements are met and security configuration is understood
before installing the HotDocs Hub.
- System Requirements
- Security Configuration Options
- Installation
Files Checklist
2. Install and Configure Prerequisites
- Configure Windows
Server
- Configure SQL Server
- Install ApacheDS
- Downloading
and running Apache Directory Studio
- Configuring
ApacheDS for use with Active Directory
3. HotDocs Hub Installation
- Installing
HotDocs Hub with User Management and Active Directory
- Assigning
permissions for the signing certificate
- Configuring
HotDocs Identity Server Application Settings – assign an Active
Directory user account as the Hub Root User
- Installing
the Windows Authentication Application – additional application
required for installations that use Active Directory
4. 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. These must be installed after installing
the Hub.
- Installing
HotDocs Server and Web Services
- Configuring
HotDocs Hub to use HotDocs Web Services
5. Install Software for Content Developers
Template authors are users that create HotDocs templates. The following
software must be installed on template authors' desktop computers:
- Installing
HotDocs Developer – used to develop HotDocs templates
- Installing the Upload Plugin
for HotDocs Developer – used to upload templates from HotDocs
Developer to the HotDocs Hub
6. Post-installation Tasks
After the HotDocs Hub and its prerequisites are installed, complete
the following configuration steps:
- 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: