Technical Implementation Checklist

System Requirements

Technical Implementation checklist is something that we expect you to follow, so you can get the best experience with WorkBook.
Please also make sure that the server meets the following recommended specifications:

The user count is for concurrent active users:

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
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

LDAP allows your users to login using their LDAP/Active Directory credentials instead of having separate credentials for WorkBook.

  • A LDAP Compatible Server that allows bind requests
  • This could be Active Directory

For more information about LDAP integration, please refer this article.

Recommended browsers for WorkBook

Windows Firefox

Internet Explorer

Mac Firefox

Safari (in unsafe mode before you can upload files into WorkBook)


Installing WorkBook

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)
.NET Framework 3.5 (Full)
Windows Server Features Application Server

  • .NET Framework 4.5
  • Web Server (IIS) Support
  • Windows Process Activation Service Support
  • HTTP Activation
IIS Web Server Common HTTP Features

  • Default Document
  • HTTP Errors
  • Static Content
  • HTTP Redirection

Health and Diagnostics

  • HTTP Logging

Application Development

  • .NET Extensibility 3.5
  • .NET Extensibility 4.5
  • ASP.NET 3.5
  • ASP.NET 4.5


  • Windows Authentication
Management Tools IIS Management Console

IIS Management Scripts and Tools

Software WCF RIA Service Toolkit
SQL Server Supported versions SQL Server 2014
SQL Server 2012
Supported editions Express


Documents and files

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.

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.


  • RootDirectory – The (absolute) UNC or drive path to the root folder of the WorkBook share, from the point of view of the WorkBook web server (i.e the value “D:\wbStorage” would refer to a folder on the web server’s D drive).
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


  • ServerRootPath
  • WebDavUsername
  •  WebDavPassword
Google Drive Please refer this article for more information for integrating Google Drive with WorkBook


  • AuthorizationCode
  • RefreshToken


Email Integration (Personal)

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.

Microsoft Exchange Settings:

  • Mail Server URL
  • Username
  • Password
  • Source folder
  • Destination folder
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)

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:

  • Microsoft Exchange server 2007
  • Microsoft Exchange server 2010
  • Microsoft Exchange server 2013
  • Exchange Online / Office 365


  • Username
  • Password
  • Exchange server URL (ex:
Gmail Please refer this article for more information about Google Calendar integration with WorkBook


Outgoing Mail

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.

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

  • The following authentication methods are supported for Username and Password
    • LOGIN (Plain text)

An Email Address that automated mails from WorkBook should use

SMTP Server Settings
ID Name Description
262 SMTP server name or IP number This is the IP address or Domain name used by the mail server for receiving SMTP communication for outbound mails.
641 SMTP port number This is the port used to receive SMTP communication, the default for plain communication is 25 and 587 for SSL/TLS.
642 Use SSL for SMTP If the SMTP server expects explicit SSL/TLS, this will most often be the case if port 587 is used.
643 SMTP Username The username required for authentication, most often a mail server accepts the full mail address as username, example: something@mydomain.tld
644 SMTP Password The password required for authentication.
646 Use SMTP Login Whenever the Username and Password specified should be send to the server. If this is disabled WorkBook will attempt to send the mail without authenticating.
Mail Addresses Settings
ID Name Description
810 Allow user to change the ‘From’ field in emails This option unlocks the “From” field in the Mail dialog, this allows your employees to send on behalf of any user your SMTP Server will allow.
289 “From” email address This is the mail address that WorkBook uses when sending notifications and other automated emails, it is recommended that it matches the mail address of your SMTP Server. The mail address can also be used as a forced sender, so all mails send from your employees is send using this mail address, but with a “Reply To” field pointing to the employee email.
290 Agent default “From” name This is the mail displayed in the mailbox every time an automated mail is send using the: “From” email address.
760 Force the use of email address from Agent sender This system variables forces all outgoing mails to be send using the address from the system variable: “From” email address.

Check your mail server’s configuration to see if this is required, by default both Office 365, Google Apps and Exchange Server requires this setting to function.

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