FileHold makes use of many standard Microsoft technologies already in place in many offices. The following are the system requirements for FileHold 15.2.
The basic requirements for FileHold are very simple and there are options. Click each of the links in the list to go directly to the detailed requirements for each category. The requirements apply equally for FileHold Enterprise or FileHold Express.
- Microsoft Windows Server dedicated for FileHold (mandatory)
- Microsoft SQL Server (mandatory)
- Web Browser for Web Client (mandatory)
- Windows Workstation for FileHold Desktop Client, Microsoft Office Client, Print to FileHold, and Document Scanning / Imaging (optional)
- HTML5 Mobile Browser for Mobile Client (optional)
- Active Directory Domain Server for Active Directory and SharePoint integration (optional)
- Microsoft SharePoint for FileHold SharePoint Client (optional)
Microsoft Windows Server
A physical server or virtual machine is required to run the server software. FileHold fully supports installation in a Virtual Server environment (VMWare, Citrix, HyperV) or on dedicated hardware in a traditional server deployment.
These US-English language* editions of Windows are supported:
- Windows 2008 R2 Standard and Enterprise Edition Server (64 bit) with IIS 7.5
- Windows 2012 Standard Edition Server (64 bit) with IIS 8
- Windows 2012 R2 Standard Edition Server (64 bit) with IIS 8.5
- Windows 2012 R2 Datacenter Edition with IIS 8.5 (64 bit)
- Windows 2016 Standard Edition Server (64 bit)
- Windows 2016 Datacenter Edition (64 bit)
* Do not install a non-US-English language pack.
IMPORTANT: The FileHold server must be dedicated to running FileHold. This is a requirement for systems to be supported by FileHold and to prevent technical or performance side effects caused by other software. The server operating system should be freshly installed to ensure there are no remnants of old applications. Active Directory, DNS, DHCP, DFS, and or Print Services running on the same server operating system as the FileHold Server are known to cause problems. Windows operating systems for non US-English locales or with non US-English language packs are known not to function correctly. FileHold operates with the privilege of a service user that must be created on the FileHold server or in the domain. This user must have full access to the FileHold areas of the server. It must also have the "run as a batch" and "run as a service" policies enabled for the FileHold server. The Microsoft Internet Information Server role must be enabled.
Minimum Recommended Hardware Configuration
- Two CPU cores
- 8 GB RAM
- Fault tolerant disk system
- Gigabit network connection
IMPORTANT: The minimum recommended configuration will run the minimum FileHold Express system of 5 concurrent users with SQL Server collocated on the same machine as the application server. Larger systems should expect to increase the number of CPU cores and RAM according to the required usage.
There are a few critical usage and configuration scenarios that must be taken into account when sizing a server.
- A server where users interact using the web client uses more RAM and CPU than a server with desktop clients.
- A mobile web client consumes less resources than a full web client.
- Complex searches and reports can consume a lot of RAM and CPU resources.
- A fast disk system is critical to good performance.
- Larger systems should run the application server and the database server on different machines.
- The allowance for disk capacity should include the recommended amounts for the base operating system and approximately 200 MB for the FileHold application. The document repository size will be dependent on the average size of documents that will be stored. FileHold does not add any size overhead to the storage of documents beyond what is needed to store them in the file system. If the documents will contain text, then at least one third of the document size should be reserved for the full text search indexes. FileHold databases are relatively small depending on the number and size of user defined metadata fields. There should be a minimum allowance of 50 MB for the databases. For good disk performance, the total used area of a hard drive should not exceed 85%. The minimum free disk space allowed for FileHold is 10%. For best results store FileHold data on a different logical drive than the one used for the operating system.
Microsoft SQL Server
The database server can run on the same machine as the FileHold server or on an independent machine. For best performance FileHold should be the only databases on the database server, but it can coexist with other applications when the appropriate performance considerations are taken into account. If the SQL server will be installed on a different machine from the FileHold server it is recommended that the servers belong to a domain rather than a workgroup.
The following versions of SQL Server are currently supported:
- SQL Server 2008 (64 bit)
- SQL Server 2008R2 (64 bit) Standard and Express
- SQL Server 2012 SP1 (64 bit) Enterprise, Express, and Standard
- SQL Server 2014 (64 bit) Enterprise, Express, and Standard
- SQL Server 2016 Enterprise, Express, and Standard
Optional No Cost Database Server For FileHold Express
Microsoft SQL Server 2016 Express Edition is free from Microsoft and is suitable for trials, demos, and small or entry level systems with less than 20 users. With SQL Express, the database must run on the same server as the FileHold Web Application Server. Download 2016 Express from the Microsoft download page. When asked, you should choose the download including the database engine, SQL management tools, and reporting services: Express with Advanced Services (SQLEXPRADV).
- Mozilla Firefox current version
- Google Chrome current version
- Internet Explorer 11.x (32 bit and 64 bit)
- Microsoft Edge current version
- Safari – current version on Mac
FileHold Desktop Application (FDA) Operating System
Supported operating systems:
- Windows 7 SP1 (32 bit and 64 bit) – Top 3 editions
- Windows 8 or 8.1 (32 bit and 64 bit) – Professional and Enterprise editions. (Note: On Windows 8 operating systems, the .NET Framework 3.5 needs to be installed for Microsoft Office integration.)
- Windows 10 (32 and 64 bit) Professional and Enterprise editions
- Minimum screen size is 1024 x 768.
Print to FileHold - Virtual PDF Printer that works with Desktop Application (FDA)
Supported operating systems:
- Windows 7 SP1 (32 and 64 bit) – Top 3 editions with .NET 4.0 Framework
- Windows 8 and 8.1 (32 and 64 bit) – Professional and Enterprise editions
- Windows 10 (32 and 64 bit) - Professional and Enterprise editions
- Windows Server 2008R2
- Windows Server 2012R2
Microsoft Office Integration
- Microsoft Office Professional 2016 (32 and 64 bit) (Outlook, Word, Excel, PowerPoint, Visio, OneNote)
- Microsoft Office Professional 2013 (32 and 64 bit) (Outlook, Word, Excel, PowerPoint, Visio, OneNote)
- Microsoft Office Professional 2010 (32 bit only) (Outlook, Word, Excel, PowerPoint, Visio, OneNote)
- Microsoft Office Professional 2007 (32 bit only) (Outlook, Word, Excel, PowerPoint, Visio) with SP2 (SP3 recommended)
Office 365 is not a unique version of Microsoft Office. It is a subscription purchase plan for a number of Office products. If you deploy one of the Office versions shown above under the Office 365 subscription, it will be supported.
Determine your version of MS Office 2007 or 2010 via this Microsoft page: http://support.microsoft.com/kb/928116
Microsoft does not currently recommend support for MS Office integration with Office 2010 x64 bit, and they state in the following Microsoft Technet article https://technet.microsoft.com/en-us/library/ee681792(v=office.14).aspx
Microsoft's statement: "The recommendations for which edition of Office 2010 to install are as follows":
- If users in your organization depend on existing extensions to Office, such as ActiveX controls, third-party add-ins, in-house solutions built on previous versions of Office, or 32-bit versions of programs that interface directly with Office, we recommend that you install 32-bit (x86) Office 2010 (the default installation) on computers that are running both 32-bit and 64-bit supported Windows operating systems.
- If some users in your organization are Excel expert users who work with Excel spreadsheets that are larger than 2 gigabytes (GB), they can install the 64-bit (x64) edition of Office 2010. In addition, if you have in-house solution developers, we recommend that those developers have access to the 64-bit edition of Office 2010 so that they can test and update your in-house solutions on the 64-bit edition of Office 2010.
- iOS – current version
- Android – current version
The mobile client uses HTML 5 with a small screen size so it is expected that many devices will work correctly even if they are not officially supported.
Active Directory Integration
- Windows Active Directory 2008
- Windows Active Directory 2012
Used to synchronize the user authentication system with Microsoft Active Directory.
Microsoft SharePoint Integration
- Microsoft Office SharePoint Server 2010 (64 bit)
- Microsoft SharePoint Foundation 2010 (64 bit)
- Microsoft Office SharePoint Services 2013 (32 and 64 bit)
Document Scanning and Imaging Recommendations
- Microsoft Windows 7, 8, 8.1 and 10
- 2 - 8 GB RAM
- Minimum 2 core processor at 2Ghz / recommended: 4 cores at 3,0Ghz or more
- 500 MB free space at minimum
- TWAIN driver for scanner
EMC Captiva QuickScan Pro (QSP)
Important: EMC Captiva QuickScan Pro is no longer offered for new installations. EMC has notified FileHold that QSP has reached its end of life. The end of service date is January 2017. After this date, EMC will no longer provide support for QSP.
- Microsoft Windows 7 or Windows 8
- 4 - 8 GB RAM
- Dual core or quad core processor (or better)
- Excellent dedicated video card (should not be sharing system RAM but have own dedicated memory). We suggest 512 MB to 1 GB of RAM or more should be onboard.
- ISIS driver for scanner
Tip: QSP will never be officially supported on Windows 10. Users who wish to continue using QSP should not upgrade their scanning workstations to Windows 10.
WebCap - Web Scanning
- Internet Explorer 11.x
- Mozilla Firefox – current version
- Google Chrome – current version
TWAIN 1.x/2.x scanner driver - the driver must correctly support the TWAIN specification
Only HTTP protocol can be used with WebCap. WebCap does not work with SSL connections.
Read additional information about scanning and imaging stations.