FileHold makes use of many standard Microsoft technologies already in place in many offices. The following are the system requirements for FileHold 16.1.
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.
FileHold server requirements
Microsoft Active Directory requirements
- Active Directory Domain Server for Active Directory (optional)
Client workstation requirements
- 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)
- Microsoft SharePoint for FileHold SharePoint Client (optional)
Adobe Sign requirements
- Adobe sign for workflow (optional)
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 2019 Standard Edition Server (64 bit)
Windows 2019 Datacenter Edition (64 bit)
- Windows 2016 Standard Edition Server with IIS 10 (64 bit)
- Windows 2016 Datacenter Edition with IIS 10 (64 bit)
- 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)
The following additional editions of Windows are supported only when a customer is upgrading an existing installation:
- Windows 2008 R2 Standard and Enterprise Edition Server (64 bit) with IIS 7.5
* Do not install a non-US-English language pack.
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 "Log on as a batch" and "Log on 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
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 750 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.
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 2017 Enterprise, Express, and Standard
- SQL Server 2016 Enterprise, Express, and Standard
- SQL Server 2014 (64 bit) Enterprise, Express, and Standard
- SQL Server 2012 SP1 (64 bit) Enterprise, Express, and Standard
The following additional version of SQL Server is supported only when a customer is upgrading an existing installation:
- SQL Server 2008R2 (64 bit) Standard and Express
Optional No Cost Database Server For FileHold Express
Microsoft SQL Server 2017 Express Edition is free from Microsoft and is suitable for trials, demos, and may be suitable for small or entry level systems with less than 20 users and low volume usage. With SQL Express, the database must run on the same server as the FileHold Web Application Server. Download 2017 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).
Tested with the Active Directory basic functional set that ships with our supported Windows Server versions. Other versions may also be supported. Contact [email protected] for more information.
Used to synchronize the user authentication system with Microsoft Active Directory and authenticate users against a domain. Users from multiple active directory domains can be synchronized with FileHold with up to one OU per domain.
- Mozilla Firefox current version
- Google Chrome current version
- Microsoft Edge current version
- Safari – current version on Mac
- Internet Explorer 11.x (32 bit and 64 bit)*
* Users with Internet Explorer should be planning to migrate to a modern browser that supports current security options for safe browsing.
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.
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**, 2012R2, 2016, 2019
* Standalone server desktop only.
** Supported for existing customers only.
- Microsoft Office Professional Plus 2019 (32 and 64 bit) (Outlook, Word, Excel, PowerPoint, Visio, OneNote)
- 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)
The following additional version of Office is supported only when a customer is upgrading an existing installation:
- 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 download and install the desktop version of one of the Office versions shown above under the Office 365 subscription, it will be supported.1
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.
1 Out-of-process add-ins/applications are stand-alone programs, scripts, or applications that use Office object model APIs to start functionality in the application and integrate with Office. In this case, the out-of-process application drives Office. Out-of-process applications are not supported in Click-to-Run. The email functionality in the FileHold Desktop Application (FDA) uses out-of-process technology. This means the email functionality in the FileHold Desktop Application is not supported for Click to Run versions. See the Microsoft website for more information.
- 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.
SmartSoft Capture - Single Workstation
- Microsoft Windows 7, 8, 8.1 and 10
- 2 - 8 GB RAM
- Minimum 2 core processor at 2Ghz / recommended: 4 cores at 3Ghz or more
- 500 MB free space at minimum
- TWAIN driver for scanner
WebCap - Web Scanning preview
- 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
Read additional information about scanning and imaging stations.
- Microsoft Office SharePoint Server 2010 (64 bit)
- Microsoft SharePoint Foundation 2010 (64 bit)
- Microsoft Office SharePoint Services 2013 (64 bit)
- A contract with Adobe for their e-signature services. Contact [email protected] for information on how to engage with Adobe.
- Your Adobe Sign contract needs to allow full API access. This will normally mean an enterprise edition contract. Adobe Sign can provide a trial to let you try their service with FileHold.
- FileHold server needs to be accessible to Adobe Sign. Your FileHold server will need to be setup for receiving HTTPS messages from one of Adobe's IP addresses. If you have a FileHold Cloud server, this is enabled by default.