Installation Overview

For a correctly installed ToolsNet 8 working environment, follow the installation and configuration checklist below.

Infrastructure

Step

To do

Check

a For the RAM requirements, use the ToolsNet Fact Sheet that is obtainable from the Global Product Manager.

b For the disk space calculations, use the ToolsNet Fact Sheet that is obtainable from the Global Product Manager.

1

Decide on server type (virtual or physical).

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2

Decide on database location (local or remote).

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3

Decide on database type (SQL Server or Oracle).

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4

Decide on authentication type (none or Windows Active Directory).

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5

Verify that amount of RAM on application server is sufficient.a

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7

Verify that disk space for database is sufficient.b

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Installation

Step

To do

Check

8

Windows Server 2012R2 or higher installed on application server.

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9

Ports (according to User Guide) open on servers, see Before Installation.

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10

SQL Server 2014 or higher / Oracle 12c or higher.

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11

.Net Framework 4.8.

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12

Read through the Installation and Upgrade section of the ToolsNet 8 User Guide (latest version).

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13

Enable Message Queuing Services, see Configuring MSMQ.

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14

Enable Application Server and IIS roles according to the ToolsNet 8 User Guide (latest version), see Enabling Windows Integrated Authentication on IIS.

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15

Install the latest version of ACDC.

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16

Install the latest version of ToolsNet 8, see Installing ToolsNet 8.

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17

Register licenses.

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18

Start services.

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Configuration

Step

To do

Check

19

Add first account (if no AD).

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20

Verify that user can log on correctly (if AD).

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21

Set up Delete Maintenance jobs in SQL Server Management Studio, see Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition.

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Archiving (if purchased)

Step

To do

Check

22

Create archive database with Archive Installer, see ToolsNet Archive Installer.

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23

Create link to archive database with Archive Installer, see ToolsNet Archive Installer.

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24

Set up archiving job in SQL Server Management Studio, see Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition.

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25

Verify that DaysLimitForExport value is less than DaysToKeep value, see Scheduling Database Maintenance Jobs in SQL Server Enterprise and Standard Edition.

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