Preparation Checklist
Use this checklist to make sure that all the necessary pre-installation actions have been properly carried out before installing Content Manager.
Refer to the hardware and software requirements list to ensure that the correct versions are installed before you install Content Manager.
| Layer | Type | Requirement | Completed? |
|---|---|---|---|
| Database | Hardware | Check hardware requirements for the database server. | |
| Database | Software | Check that the version of the database system is supported for this release, including the exact service pack. | |
| Database | Software | Make sure the Microsoft SQL Server installation is AccentSensitive, CaseInsensitive and Unicode-ready. | |
| Application/Web | Hardware | Check hardware requirements for the application server. | |
| Application/Web | Environment | The designated database user (isource) has the required system administrator rights. | |
| Application/Web | Environment | The designated application/web service account for Content Manager (ISHSTS) is a local administrator and is a domain user when using a commercial STS such as ADFS. | |
| Application/Web | Environment | The designated app/web user (InfoShare) has the correct regional options set (dd/MM/yyyy). | |
| Application/Web | Environment | Make sure you do not forcefully unload the user registry as user logoff is enabled (Windows application server). | |
| Application/Web | Software | Check that a valid security certificate is available for the web server application (HTTPS enabling). | |
| Application/Web | Software | Check that the version of the application system is supported for this release, including the exact service pack. | |
| Application/Web | Software | Check that Web Services IIS/ASP is installed. | |
| Application/Web | Software | Check that the Application Role is installed (for Windows Server 2012R2). | |
| Application/Web | Software | Make sure that a supported version of Microsoft Server .NET Framework is installed. | |
| Application/Web | Software | Check that the version of the RDBM system (Oracle or Microsoft) is supported for this release. | |
| Application/Web | Software | If Oracle is used as RDBMs, make sure that the Oracle Client Configuration is configured. | |
| Application/Web | Software | If publishing to JAVA help files is chosen, check that a supported version of Java Help is installed. | |
| Application/Web | Software | Check that a supported version of Java Development Kit (JDK) is installed. | |
| Application/Web | Software | If publishing to CHM files is chosen, check that a supported version of HTML Help Workshop is installed. | |
| Application/Web | Software | If publishing to PDF files is chosen, check that a XSL-FO renderer such as Antenna XSL Formatter is installed. |