Installing HotDocs Hub with User Management

You must run the HotDocs Hub installer to install the core Hub components – Template Hub, User Hub, Interview Service – and the Hub 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

To install the HotDocs Hub

1. Open the Windows Command Prompt as an administrator.
2. Navigate to the directory containing the HotDocs Hub installation files.
3. Run the HotDocs Hub installer.
4. Click Next.
5. Review and accept the License Agreement terms.
6. Click Next.
7. (Optional) Click Browse to change the default installation directory.
8. Click Next.
9. Click Install.
10. 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.

1. Extract the Post-Installation Files zip file provided with the HotDocs Hub installer.
2. Run Powershell as an administrator.
3. Change the directory to the Post-Installation Files > Scripts folder.
4. Edit the Invoke.ps1 script in a text editor to customize the installation parameters; see Post-Installation Script Parameters for more information.
5. 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 – 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.

HotDocs Hub is now installed.

Backup Post-installation Script

Once Hub is installed successfully, you should make a backup copy of the post-installation script above. This will be useful if you ever need to upgrade your Hub to a later version.

Next Steps

1. Installing HotDocs Server and Web Services
2. Install HotDocs Developer for template authors.
3. Install the Upload Plugin for HotDocs Developer.