Preinstall document for the IT administrator
This document outlines the requirements and information necessary for the TimeLog to carry out the install and configuration of the FinancialHost middleware in the best and fastest possible way.
This document should be prefilled by personal of the internal IT of the customer.
| Contact details | |
| Primary IT contact during install (name, title, phone and email) | |
| Primary IT contact for maintenance (name, title, phone and email) | |
| Remote Access | |
| Is VPN required to get remote access to servers? | ▢ Yes ▢ No |
| - State download link for VPN client software | |
| - State connection details (e.g. IP address, port) | |
| - State VPN user name and password | |
| - Optionally, state other policies or 2FA details | |
| Firewall, DNS and security setup | |
| Is SSL encryption required between TimeLog and the middleware? | ▢ Yes ▢ No |
| - If yes, install SSL certificate to the IIS | ▢ Done |
| - If yes, state the name of the certificate | |
|
- If yes, map/NAT connection on port TCP 443 to server(s) Optionally the firewall can be locked down to only allow incoming connections from 77.66.20.149, 77.66.20.150, 77.66.20.151, 77.66.57.251, 77.66.57.252 or 217.63.101.214 |
▢ Done |
| - If yes, state public URL for accessing server(s). E.g. https://timelogintegration.contoso.com | |
|
- If no, map/NAT connection on port TCP 80 to server(s) Optionally the firewall can be locked down to only allow incoming connections from 77.66.20.149, 77.66.20.150, 77.66.20.151, 77.66.57.251, 77.66.57.252 or 217.63.101.214 |
▢ Done |
| - If no, state public URL for accessing server(s). E.g. http://timelogintegration.contoso.com | |
| Verify that public URL shows default IIS website splash | ▢ Done |
| User Access to servers | |
| State domain, user name and password for the TimeLog user account | |
| State password requirements and renew policies | |
| Set TimeLog user account to never expire | ▢ Done |
| Is a special service account required for the middleware? | ▢ Yes ▢ No |
| - State domain, user name and password for the service account | |
| - Set TimeLog service account to never expire | ▢ Done |
| Production Environment | |
| State the IP address of the production server | |
| Enable RDP access | ▢ Done |
| Add TimeLog user account as local administrator | ▢ Done |
| State policies for reboot, restore, 3rd party installs etc. | |
| Install standard Microsoft IIS 7.5 or later | ▢ Done |
| Install Microsoft .NET framework 4.6.2 or later | ▢ Done |
| Install 7-zip 9.20 or later | ▢ Done |
| Install TextPad 7 or later | ▢ Done |
| Staging Environment | |
| Is a staging/test environment required? | ▢ Yes ▢ No |
| - State which of the two types of staging environment to use If more financial accounts is chosen skip the sub questions, because the middleware for staging environment is install in the production environment. |
▢ More servers ▢ More financial accounts |
| - State the IP address of the stating server | |
| - Enable RDP access | ▢ Done |
| - Add TimeLog user account as local administrator | ▢ Done |
| - State policies for reboot, restore, 3rd party installs etc. | |
| - Install standard Microsoft IIS 7.5 or later | ▢ Done |
| - Install Microsoft .NET framework 4.6.2 or later | ▢ Done |
| - Install 7-zip 9.20 or later | ▢ Done |
| - Install TextPad 7 or later | ▢ Done |
| Other configurations | |
| State SMTP server address for automated error reporting | |
| Optionally, state SMTP server policies for sender address, credentials etc. |