System Requirements |
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Technical Implementation checklist is something that we expect you to follow, so you can get the best experience with WorkBook. The user count is for concurrent active users: |
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Specifications | 1-20 users | 21-100 users | 101-250 users | 251-500 users |
SQL Server | Microsoft SQL Server Express 2012/2014 | Microsoft SQL Server 2012/2014 Web/Standard/Runtime* | Microsoft SQL Server 2012/2014 Web/Standard/Runtime* | Microsoft SQL Server 2012/2014 Web/Standard/Runtime* |
Windows server | Microsoft Windows Server 2012 or 2012 R2 | Microsoft Windows Server 2012 or 2012 R2 | Microsoft Windows Server 2012 or 2012 R2 | Microsoft Windows Server 2012 or 2012 R2 |
Amount of servers | 1 | 1 | 2 | 2 |
IIS | 8.0+ | 8.0+ | 8.0+ | 8.0+ |
ASP.NET enabled | Yes | Yes | Yes | |
.NET framework | 3.5 (Full) + 4.5 | 3.5 (Full) + 4.5 | 3.5 (Full) + 4.5 | 3.5 (Full) + 4.5 |
Windows Azure SDK | Yes | Yes | Yes | Yes |
Processor We recommend a dedicated SQL Server for 100+ users |
2.5GHz Quad Core | 2.5GHz Quad Core | SQL Server: 2.5GHz Quad CoreWeb Server: 2.5GHz Quad Core |
SQL Server: 2.5GHz Quad CoreWeb Server: 2.5GHz d Core |
Ram | 8 GB | 16 GB | SQL server: 32 GB
Web server: 8 GB |
SQL server: 64 GB
Web server: 8 GB |
Hard Disk Drives | 2x 15K SAS disks – RAID 1 | 2x 15K SAS disks – RAID 1 | 4x SSD in a Raid5 | 4x SSD in a Raid5 |
LDAP – Active Directory – Open Directory |
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LDAP allows your users to login using their LDAP/Active Directory credentials instead of having separate credentials for WorkBook.
For more information about LDAP integration, please refer this article. |
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Recommended browsers for WorkBook |
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Windows | Firefox
Internet Explorer |
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Mac | Firefox
Safari (in unsafe mode before you can upload files into WorkBook) |
Installing WorkBook |
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The following software is required for installing WorkBook, both of the server roles can be combined on a single machine. | |||
Web Server | Windows Server Version | Windows Server 2012 R2 (Any Edition) Windows Server 2012 (Any Edition) |
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.NET Framework | 3.5 (Full) 4.5 |
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Windows Server Features | Application Server
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IIS | Web Server | Common HTTP Features
Health and Diagnostics
Application Development
Authentication
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Management Tools | IIS Management Console
IIS Management Scripts and Tools |
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Software | WCF RIA Service Toolkit | ||
SQL Server | Supported versions | SQL Server 2014 SQL Server 2012 |
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Supported editions | Express Web Standard Enterprise |
Documents and files |
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Throughout the system you can up- and download documents. There is no restriction to file type or file size. When you add a new prospect, a new customer (in fact any kind of resource) or a job, the system will automatically apply a folder structure. The content of folder structure is defined by your company and can be changed if you like.
WorkBook integrates to your local file server (dependent on how your system is setup) and will create the folders on the file server. You can access the folders and files going through WorkBook or through the file server. WorkBook will only link to the files, so any changes you make on the file server, will be updated immediately in the system. |
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File system | The simplest and most intuitive type of provider, this can be used to access the web server’s local file system. You could also use a local network share that the web server has access to.
Please note that the WorkBook website’s AppPool must be running as a user that has unrestricted access to the designated folder. Also note that it is possible to create more than one storage provider of this type, to allow WorkBook to access folders in different locations. Settings:
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WebDAV | WebDAV is an open HTTP-based protocol that enables WorkBook to access files and folders placed on a different location than the WorkBook web server.
The most common purpose for this is to let WorkBook communicate with a file share on the client’s local network, even though WorkBook itself is hosted in the cloud. Before the Storage Provider can be configured, WebDAV access to the target environment must be enabled. WebDAV is platform-independent and can be implemented in most server operating systems as well as most NAS-boxes and similar devices. Please refer this article for more information for setting up WebDAV and integration with WorkBook Settings:
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Google Drive | Please refer this article for more information for integrating Google Drive with WorkBook
Settings:
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Email Integration (Personal) |
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You can use the e-mail import function to import emails from any e-mail system that supports the IMAP protocol.
In the examples we provide in this help article we will focus on two of the most popular e-mail services: Gmail and Microsoft Exchange. Most other providers support IMAP as well – if in doubt, or to obtain the required server settings, contact your e-mail provider or refer to their documentation. |
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Microsoft Exchange | Settings:
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Gmail | Due to google security policy, then you need to enable two-step verification before you can create an App password. Please follow below step-by-step guide to setup a two-step verification and an app password to use workbook mail import with Gmail.
Please refer this article for more information about Gmail integration with WorkBook. |
Calendar Integration (Personal) |
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You can use the calendar synchronization function to let WorkBook import your calendar appointments and place the tasks that has been assigned to you in your calendar. We currently support Gmail and Exchange calendars. | |
Microsoft Exchange | Required versions:
Settings:
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Gmail | Please refer this article for more information about Google Calendar integration with WorkBook |
Outgoing Mail |
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Sending mails from WorkBook is a very common task, but before this works configuration is required.
WorkBook can send a large variety of mails, this includes Time Registration Reminders, Overdue Invoices, Personal Communication with a Suppliers, etc. For more detail, example and troubleshoot on setting up outgoing mail, please refer this article. |
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Requirements | Address to the mail server’s SMTP port
That the SMTP port use plain or explicit SSL/TLS for communication Anonymous authentication for relaying or a Username and Password combination
An Email Address that automated mails from WorkBook should use |
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SMTP Server Settings |
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Mail Addresses Settings |
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