Version 4.4 May 2009 Edition of Server Preparation Guide Released

The FileHold technical support team has updated the FileHold server preparation guide, and has excerpted a new summary checklist page from this guide to show a simple overview of preparing a Windows 2003/R2 Server and SQL 2005 environment that will allow for an approximately 5 minute install of FileHold Server once completed. This blog post title is linked back to the new FileHold Server and End-User client technical requirements page for your convenience.

The following section is excerpted from May 2009 version 4.4 of FileHold 8.5 Server Preparation Guide.

Both a graphic screen shot of the original PDF document and an extracted simple text list from the table within the original document have been provided.

1. SERVER PREPARATION: Prepare a dedicated, freshly installed hardware or virtual machine system with at least 2.0 GB of Ram with 4.0 GB being recommended. Use 32 bit version of Windows 2003 / R2 with SP2 and all patches / updates (except .NET if you can avoid 2.0 and 3.0 installation) – also avoid .NET 3.5 for now
2. DATABASE: Install and prepare SQL 2005 Standard, Enterprise or SQL Express with SP2 or SP3.

For FileHold Enterprise you can use a 64 bit version of SQL Standard or Enterprise on a separate server or virtual machine. This can also be an existing server or server instance that runs other Enteprise databases if sufficiently powerful enough.

MANAGEMENT STUDIO Installation: Ensure SQL 2005 Management Studio is installed for SQL 2005 or SQL 2005 Express and can be launched successfully to configure FH_Service security login a few steps from now during Service Account setup.

IIS 6.0 Installation and Configuration: Install IIS 6.0 components on Windows 2003 Server

.NET 2.0 SP1: Install .NET 2.0 SP1 – optionally update to SP 2

.NET 3.0 SP1: Install .NET 3.0 SP1 – optionally update to SP 2

.NET 2.0 Web Service Extension in IIS Administrator: Ensure that .NET 2.0 Web Service Extension is configured properly and ALLOWED in IIS Administrator Web Service Extensions List

FH_Service Account Setup: SQL 2005 Login Setup: Create service account (network or local) that FileHold will install and run under. Pick a secure password that complies with domain or local IT security polices. Passwords that are in a dictionary and that do not use special characters, numbers and upper case and lower case alpha characters are not recommended.

• Ensure that SQL 2005 security login membership is completed for FH_Service

IIS_WPG Membership: Adding FH_Service account to domain or local IIS_WPG Group

Security Policy change: Adding FH_Service to domain or local security policy so that it can login as a service. This will allow FileHold to run without someone being logged into log the system.

Document Repository and FullTextSearch Collection Options:
These two folder systems can be on same server as web server or other server. Consider creating a FileHoldData folder and giving FH_Service account full control of this folder and sub folders and placing both folder structures inside this to simplify data backup and recovery procedures. Use this path in the installation and place before existing path.

Example 1: the default choice of C:\ DocumentRepository would become C:\FileHoldData\DocumentRepository during the installer configuration portion.

Example 2: the default choice of C:\ FullTextSearch\DTSIndex would become C:\FileHoldData\FullTextSearch\DTSIndex during the installer configuration portion.

You may use other drives or UNC paths of course – as long as FH_Service has full control of the entire folder structure. We recommend you give this full control to FileHold data folder and child folder(s) if following this recommendation.

Microsoft ADAM Install: Install MS ADAM component using the correct procedure for Standard vs R2 Standard versions of Windows 2003

Windows 2003 Admin Tools Pack SP2 Install: Install Windows 2003 Service Pack 2 Administration Tools Pack

Check ASP Version on Default Web Site (2.0) in IIS Admin:

• Ensure default web site / ASP tab is set to 2.0 instead of 1.1

Restart IIS and Server

Read Server Installation Guide (Optional Step) unless you plan to self install or simply wish to know what to expect when FileHold installs with you

Document Management Software: FileHold Document Management Software is the fast track to the Paperless Office. FileHold software is: easy to install, easy to use, feature rich and affordable for small or large organizations. Our software can also operate within the Microsoft Office or SharePoint document management environment you already have in your office.

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