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.

LayerTypeRequirementCompleted?
DatabaseHardwareCheck hardware requirements for the database server.
DatabaseSoftwareCheck that the version of the database system is supported for this release, including the exact service pack.
DatabaseSoftwareMake sure the Microsoft SQL Server installation is AccentSensitive, CaseInsensitive and Unicode-ready.
Application/WebHardwareCheck hardware requirements for the application server.
Application/WebEnvironmentThe designated database user (isource) has the required system administrator rights.
Application/WebEnvironmentThe 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/WebEnvironmentThe designated app/web user (InfoShare) has the correct regional options set (dd/MM/yyyy).
Application/WebEnvironmentMake sure you do not forcefully unload the user registry as user logoff is enabled (Windows application server).
Application/WebSoftwareCheck that a valid security certificate is available for the web server application (HTTPS enabling).
Application/WebSoftwareCheck that the version of the application system is supported for this release, including the exact service pack.
Application/WebSoftwareCheck that Web Services IIS/ASP is installed.
Application/WebSoftwareCheck that the Application Role is installed (for Windows Server 2012R2).
Application/WebSoftware

Make sure that a supported version of Microsoft Server .NET Framework is installed.

Application/WebSoftwareCheck that the version of the RDBM system (Oracle or Microsoft) is supported for this release.
Application/WebSoftwareIf Oracle is used as RDBMs, make sure that the Oracle Client Configuration is configured.
Application/WebSoftwareIf publishing to JAVA help files is chosen, check that a supported version of Java Help is installed.
Application/WebSoftwareCheck that a supported version of Java is installed.
Application/WebSoftwareIf publishing to CHM files is chosen, check that a supported version of HTML Help Workshop is installed.
Application/WebSoftwareIf publishing to PDF files is chosen, check that a XSL-FO renderer such as Antenna XSL Formatter is installed.