System Requirements for HotDocs Server

HotDocs Server 11.3

Systems outfitted with the “minimum” requirements perform at a “minimum” level. If you care about assembly performance, or if you have more than a very few users, you should scale up resources in all areas as needed.

Hardware Requirements

The hardware requirements for your system vary depending upon the type and complexity of the templates you expect HotDocs Server to assemble, the number of other applications running on your server, the load the server is likely to experience, and the architecture of the HotDocs Server host application.  These hardware requirements are intended to accommodate the needs of HotDocs Server exclusively, and do not include resources required by your host application or its users, other applications also expected to run on the same hardware, or even the resources consumed by Windows Server itself.

HotDocs Server performance is primarily bound by disk I/O speed, which means you should ensure that the disk system is as fast as possible. Also, additional RAM can improve disk I/O speed by allowing the operating system to cache more files in system memory. The basic minimum hardware configuration is as follows:

In low-load, non-performance-critical situations, HotDocs Server can run on a virtual machine and using a virtual disk; however, physical hardware (and most especially physical disk storage) yields significantly better performance, especially under load.
Depending on the architecture of your host application, HotDocs Server may require additional RAM to accommodate a large number of concurrent users.

Software Requirements


The setup programs include the following prerequisite installs:

HotDocs Server does not require the Microsoft Silverlight 5 Runtime to be installed, only the SDK as noted above.

These need to be installed manually if using the MSI installers.


Runtime Libraries

Operating System

Requirements for Your End Users

HotDocs Server exists to generate documents from templates created in HotDocs Developer. You create a host application to present those templates to your end users in the form of interviews. Your end users use a web browser to provide the data needed to generate a finished document from the interview, and they must then be able to open the finished document.

Your end users must have certain software installed on their computers to complete browser-based interviews or view assembled documents. You should make your end users aware of their software requirements:

Port Requirements

To facilitate the remote management of HotDocs Server, enable port 9851 for all instances of HotDocs Server.

It may also be necessary to enable the following inbound rules in Windows Firewall: