HomeGuides :: AssemblageInstallation and Set UpUpfront Considerations

1.1. Upfront Considerations

General Requirements

Assemblage is generally installed to a network folder on your file server (nothing is actually "installed" to the server, though).

The server should have enough free disk space to contain several copies of all of the content used in assemblies.

Workstations then launch Assemblage using a shortcut.

The workstations running Assemblage have the following requirements:

  • Windows 8 or higher (32 and 64 bit versions of Windows 7 and Server 2003 or 2008 are also supported)
  • At least 2GB of RAM

Assemblage is in use in a number of terminal server based sites (including as a published app).

Requirements for Printing Support

Adobe Reader or Adobe Acrobat version 6 or above.

Printer capable of desired printing tasks (e.g. double sided, paper tray pulls, stapling - if those are important to you).

Requirements for Axys Interaction

Axys requires that Adobe Acrobat (full) be installed to support generation of PDF files.  Please check with Advent for version requirements matching your version of Axys.

Axys also has interesting requirements about supported versions of MS Office - please refer to their technical support.

If you can run a report in Axys, then use the File > Save As, then choose the PDF format and actually get a PDF file, then that workstation is fine.  Note that this procedure uses the *internal* PDF Save As operation in Axys - printing directly to the Acrobat print driver is NOT a sufficient test.

Requirements for Email Delivery

Email is sent via standard SMTP connection - you will need to know your SMTP server name and any credentials required to send emails.

Requirements for Bulk Conversion of Excel or PowerPoint

One of the following PDF print drivers must be installed to the workstation doing the conversion:

Requirements for Portfolio Center Integration

No special requirements, as long as the user has access to the Portfolio Center SQL database.

Requirements for Bulk Upload to Web Portals

As long as the web portal supports bulk upload (uploading of multiple documents for multiple clients), Assemblage should be able to integrate with it.


Assemblage Consultant Requirements

The Assemblage Consultant will require:

  • Full access to the network drive to which Assemblage is installed during the time in which they will be configuring the software
  • The workstation and Windows user must have access to SQL databases we will need for your particular configuration (e.g. Junxure, Portfolio Center, Advent Axys, etc.)
  • If you are using Advent Axys, the workstation *must* have Adobe Acrobat installed.  This is a requirement of Advent Axys, not Assemblage (Note: Adobe Reader is not sufficient, Adobe Acrobat is required)
  • Trumpet utilizes ScreenConnect for our remote connection to the workstation.  Please ensure that your firewalls are set up to allow us to access the workstations necessary for our configuration and training. 
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