System Requirements e-automate 8.1

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1 System Requirements e-automate 8.1 Document Date: April 2, 2014 Document Version: 1.6 Status: Released Document Filename e-automate 8.1 Full System Requirements v1.6.docx

2 Table of Contents e-automate System Requirements Version Database Server (e-automate server / MS SQL server) 1.1 Hardware Requirements 1.2 Software Requirements 1.3 Network Configuration 1.4 Notes 2 Workstation (e-automate client) 2.1 Hardware Requirements 2.2 Software Requirements 2.3 Peripherals 2.4 Notes 3 Web Server (e-info, PIP, and Remote Tech) 3.1 Hardware Requirements 3.2 Software Requirements 3.3 Notes 4 Application Server (optional) 5 System 4.1 DTF (Digital Task Force) 4.2 e-agent 5.1 System Maintenance 5.2 SMTP Server Requirements Page 1 of 5

3 1 Database Server (e-automate server / MS SQL server) 1.1 Hardware Requirements Hardware Component Minimum Recommended (10-25 users) Server Grade Processor (CPU) 2 GHz+ Multi-core 2+ GHz Memory (RAM) 4 GB+ 8 GB+ Hard Drive (high rate low latency) 40 GB+ free 100 GB+ recommend RAID 5 Network* 100 Mbps 100/1000 Mbps Database Backup solution Data backup device Disaster Recovery system * e-automate is a networked business application, and the network itself will be your lifeblood. Always have professionals install and configure your network. If your company does not have in-house IT staff you should select a local professional networking firm that will be available for regular service and maintenance. Networking and IT issues are not covered as part of any e-automate support agreement. 1.2 Software Requirements Software Component Supported Recommended Operating System Windows Server 2003, 2008, 2008 R2, 2012, 2012 R2 Windows Server 2008 R2 or above Windows SBS 2003, SBS 2008, SBS 2011, 2012 Essentials Windows Vista, 7 System Type x32, x64 x64 Microsoft SQL Server 2005, 2008, 2008 R2, 2012 N/A (Express, Standard, Enterprise) Microsoft.NET Framework 2.0 SP2, 3.0, 3.5, 4.0 N/A Non-server operating systems are not recommended for deployments with more than 5 users. 1.3 Network Setup Recommend Cat 5 twisted pair wiring or equivalent Required that your server not be used as a workstation for optimum performance Recommend 100Mb-capable or better wiring and switches (not hubs) Full-time broadband internet connection Firewall ports must be open for the DGServer and Microsoft SQL Server. By default these are TCP port 1331 for DGServer and TCP port 1433 and UDP port 1434 for Microsoft SQL Server. 1.4 Notes Your e-automate and SQL server should not also be your Exchange server Running your e-automate and SQL server on your Active Directory Server (Domain Controller) is not recommended. VM (virtual machine) environments can work with e-automate but there can be performance issues with SQL Server and is not recommended. Please consult a VM specialist for best performance practices with SQL Server. Page 2 of 5

4 2 Workstation (e-automate client) 2.1 Hardware Requirements Hardware Component Minimum Recommended Processor (CPU) 2 GHz+ Multi-core 2 GHz+ Memory 2 GB+ RAM 6 GB+ for Windows 7 64bit Hard Drive 20 GB (5 GB free) 80 GB (5 GB free) Network w/internet connection (LAN) 100 Mbps 100/1000 Mbps Display Resolution * 1024 x x *Display text size set to Smaller-100% (DPI 96) 2.2 Software Requirements Software Component Supported Recommended Operating System Windows XP Pro SP3+ Windows 7 Pro Windows Vista SP2 (Enterprise, Business, Ultimate) Windows 7 (Pro, Enterprise, Ultimate) System Type x32, x64 x64 Microsoft.NET Framework 2.0 SP2, 3.0, 3.5, 4.0 N/A Microsoft Office 2007, 2010 N/A Crystal Reports Runtime Windows Internet Explorer Internet Explorer 8, 9, 10, 11 Internet Explorer 11 PDF Viewer Adobe Reader 8, 9, 10, 11 Adobe Reader 10+ Windows 8 and 8.1 are untested and unsupported, use at your own risk. Office 2013 is not supported and Office 365 is not compatible. If the Crystal Reports Runtime is not installed e-automate will prompt you to download and install it. 2.3 Peripherals Laser printer (recommend a separate printer for printing checks) Barcode printer & scanner for optional inventory management. 2.4 Notes e-automate can run in a Windows Terminal Server / Citrix environment however there can be challenges or complications with e-automate and Windows user rights with Terminal Server. Windows User Account Control (UAC) can cause problems with the install and using e- automate. UAC can be turned off and the computer rebooted before installing e-automate. Regional settings in Windows must be set to English (United States). Page 3 of 5

5 3 Web Server (e-info, PIP, RAP, and Remote Tech) 3.1 Hardware Requirements Hardware Component Minimum Requirement Recommended Processor (CPU) 2 GHz+ Multi-core 2 GHz+ Memory (RAM) 4 GB 6 GB+ Hard Drive Standard 80 GB SATA2+ Network Full Time Internet connection 100 Mbps 100/1000 Mbps Dual Nic 3.2 Software Requirements Software Component Supported Recommended Operating System Windows Server 2003*, Server 2008 R2 or above 2008, 2008 R2, 2012, 2012 R2 Internet Information Services (IIS) IIS 6*, 7, 7.5, 8.0 IIS 7 and above.net Framework (PIP and Remote.NET 2.0, 3.0, or 3.5 N/A Tech).NET Framework (RAP).NET 3.5 N/A.NET Framework (e-info).net 4.0 or 4.5 N/A Browser (Client) Internet Explorer 8, 9, 10 Firefox Chrome N/A * e-info Tile is not supported on Server 2003/IIS 6. When using IIS 7 and above, the IIS 6 Management Compatibility features must be installed. 3.3 Notes The Tile version of e-info is the recommended version as support for the Classic version is being phased out e-info & PIP are not supported when running on Microsoft Exchange Server. The same server can be used for e-info, PIP, and other web site add-on products with the exception of e-info Tile on Server 2003/IIS 6. Active Server Pages (ASP) and ASP.NET need to be enabled. The web server must be able to access the e-automate SQL server over TCP/IP. It is not recommended that the web server be on the same server as the e-automate SQL Server. If the operating system is 64 bit then IIS needs to be configured to run 32 bit applications. These add-ons require an external facing IP address with a DNS entry to resolve to that IP address, typically as a sub-domain (e.g. sevice.mycomany.com/einfo). Please consult a knowledgeable network professional for assistance in configuring these requirements. Page 4 of 5

6 4 Application Server (optional) 4.1 DTF (Digital Task Force) If DTF is purchased you can choose to install and run DTF on the SQL server or on a separate application server. Cannot be installed on an exchange server 4.2 e-agent e-agent can be installed on the e-automate server, a workstation, or on separate application server. The system requirements for e-agent would be similar to the workstation requirements, including Microsoft Office, Crystal Reports Runtime, and Adobe Reader. If faxing will be used with e-agent then fax modem and fax software must be installed. e-agent is an application, not a service. In order for tasks to run, it must be running on a machine and logged into a user account. 5 System 5.1 System Maintenance An important element of maintaining a high-performing information system is regular upgrades and rotation of servers and workstation hardware. Information technology experts recommend upgrading workstations on a 3-year cycle. In addition, for best cost and performance, you ll want to upgrade a portion of your hardware every year, rotating existing workstations down the chain and eliminating the lowest performing machines. This effectively gives most of your operation an upgrade in performance every year, and minimizes the need for bulk PC purchases. The security and integrity of your data is your responsibility. Please create a regular backup and maintenance schedule to ensure your data can be recovered in the event of a system failure. Please ensure that your network components (including SQL Server) are up to date in terms of security patches and that you have a firewall system in place 5.2 SMTP Server Requirements If you wish to use the automatic ing functionality found in e-automate, e-agent, e-info, or Remote Tech, you must have access to an SMTP server. This SMTP server can either be from an service provider or hosted locally on-site. e-automate and related products support SMTP connection either unencrypted or encrypted using explicit SSL (sometimes referred to as TLS or STARTTLS). Implicit SSL is not supported. If you plan on connecting using encryption, make sure that the server software or service provider has support for explicit SSL and that it is configured properly. Page 5 of 5

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