Existing Client Server Installation Questionnaire - Server
All data collected in this process and information shared back to customer and or vendor is confidential and proprietary. Treat your data as if your business depends on it - we do!
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Company/Client Information
Please complete each field.
Company Name
*
Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Company Phone
*
Format: (000) 000-0000.
Primary Contact Name
*
First Name
Last Name
Primary Contact Cell Phone
*
Format: (000) 000-0000.
Primary Contact Email
*
example@example.com
Case Number
*
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IT Company Information
Please complete each field.
IT Company Name
*
IT Company Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
IT Company Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
IT Primary Contact Name
*
First Name
Last Name
IT Primary Contact Cell Phone
*
Format: (000) 000-0000.
IT Primary Contact Email
*
example@example.com
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Server Information
Please complete with your IT Professional. Submit completed questionnaire when server is available onsite with all requisites installed and configured.
Remote Connection Information to this Server (RDP preferred)
Domain/User Name
*
Password
*
SQL Install Completed (Required prior to installation; to be provided by licensee.)
*
Yes
No
SQL Version Number
*
(SQL2012 or newer)
SQL - All reporting services installed (Required for SmartAdvocate Report subscriptions.)
*
Yes
No
SQL SmartAdvocate User Password
*
SQL Full Text Search Service Installed (Required prior to installation; to be provided by licensee.)
*
Yes
No
IIS Installed - ASP.net All Options
*
Yes
No
For the following two questions: Login = SAsuper Password example: -SAsuper@ClientName
Local Domain Account Created
*
Yes
No
Server Administrator Account Created
*
Yes
No
SMTP Server Address (IP) or SMTP Host Name
*
SMTP user or email address SmartAdvocate@hostserver.com (Required prior to installation; to be provided by licensee.)
*
SMTP Password
*
SMTP Server Port
*
Microsoft Word and Excel 2010 or better installed on Server and Workstations
*
Yes
No
Submit
Should be Empty: