40.3. Minimum system requirements - Worldox Enterprise

• Terminal Server — hosts the user interface for Worldox Enterprise itself and sends instructions to WDSERVER to perform actions on the local Enterprise workstation PCs.  Please note, the Enterprise deployment cannot be put on an existing Terminal Server that is being used to host other applications or full desktop access.  This needs to be a dedicated resource to Enterprise.
  
  • (dedicated hardware or virtual machine), running Windows Server 2008 R2 or higher
  • Client Access Licenses (CALs) sufficient to cover all users or devices that will launch Worldox Enterprise
  • Desktop Experience must be enabled on each server
  • 8GB RAM, 2x4 core CPU can handle ~30 simultaneous users.  More servers will be required for more sites (or redundancy)

• Dedicated WDSERVER PC — Facilitates integration between the Enterprise workstations' local applications and the published Worldox Enterprise application when actions on the Worldox Enterprise PCs need to be propagated to the main Enterprise published application.  The Indexer and WDServer applications must run on their own workstations / Virtual Machines - they cannot be combined. Reason being, the WDSERVER PC handles a lot of network traffic and can cause significant performance issues when combined with the continuous tasks that the indexer performs.
  
  • running Windows Vista or newer
  • Minimum 4GB RAM
  • multi-core processor
    
    Note:  For smaller firms (less than 20 users), WDSERVER can be run as a process on the RDS Terminal Server.  Larger sites require dedicated hardware / virtual machines for WDSERVER.
    

• Enterprise Workstations — Remote or internal workstations that will launch Worldox via the Enterprise interface.  Worldox will run as a published app (hosted on the RDS Terminal Server), and will connect to the WDSERVER to provide integration services.
  
  • Windows Vista or higher
  • Minimum RAM 2GB for XP, 4GB for Vista or higher
  • Remote Desktop Client v.7 installed
• Firewall
  • For each terminal server used, open the default port 3389 (or a port of your choosing)
  • On the dedicated WDSERVER Machine, open Ports 5010 - 5011 or two other ports of your choosing
• Bandwidth â€” minimum 3 Mbps between Enterprise workstations and RDS Terminal Server and WDSERVER PC

• File Server â€”  stores the document repository (also called the "DocVault") and the Worldox index files.  Typically, the file server uses the same hardware as the application server, but the two can be on different hardware.
  • no real hardware requirement
  • must have large available disk capacity (> 15 GB)
  • operating system should be a Windows Server operating system (2008 or above)
  • must be backed up

    Note: For small sites, a workstation OS can be used, but is not recommended - please see this article if you are considering a workstation OS for the file server.
    Note: Nothing actually runs on this server, so a fully Windows compliance NAS device is acceptable.
    Note: If your site uses High Availability Cluster locking, please consult with Trumpet support (support@trumpetinc.com)
    

• Application Server — stores a master copy of the Worldox application and global configuration files, a master copy of the Virtuoso application, and a master copy of the Symphony Profiler application.    Executables are never launched on or registered on the application server itself – it is just used for storage of the application and configuration files.   All installation is performed via a network share from the Indexer PC.  Typically the application server uses the same hardware as the file server, but the two can be on different hardware.

  • same requirements as File Server (and is frequently the exact same computer as the File Server)

  • must be backed up

  • Note: Nothing actually runs on this server, so a fully Windows compliance NAS device is acceptable.

• Indexer PC —  runs the WDIndex application (or the "Indexer software"), which performs near real-time processing to ensure that the index files are kept up-to-date.  WDIndex also runs nightly background maintenance.  In addition, if applicable, the Symphony OCR and Symphony Profiler Processor software are installed on and run from the Indexer PC.  This workstation needs to remain logged on 24/7 unless the Worldox and Symphony software has been installed to run as a service.  It is *highly* recommended that the Indexer PC be dedicated for this purpose, and not used for any other day-to-day operations.   Trumpet performs most configuration work from the Indexer PC.
  

  • Processor: Core 2 Duo (or higher). Faster processors as well as Dual-Core Processor will provide max performance.

  • Operating System*: Microsoft Windows 7, 8 or 10 (Home version O/S's not supported).  If running on a Server O/S, must be Windows Server 2008 or newer.

  • Memory: 2GB of RAM minimum (4GB recommended)

  • Operating System: Microsoft Windows 7, 8,10 (XP is not supported)
    

  • Network connection: 100 Mbps connected directly to your network backbone. (1 Gbps recommended.)

  • Free Local Disk Space: At least 50% of the disk size of the documents being indexed.

  • Software: 

    • Adobe reader or comparable PDF reader recommended

    • If email indexing is desired, or if Symphony OCR is to process attachments to emails, a full installation of 32-bit Microsoft Outlook Mail client needs to be installed (no email address needs to be configured).  Fully launching Outlook will install the required DLLs.

    • Highly recommend disabling Windows updates and handling those manually on a periodic basis
      

  • The Indexer PC does *not* need to be backed up - starting the indexer on a new PC is a very quick process (see the 'Configuring a Temporary Indexer' section of the Worldox and Disaster Recovery article)
    Note: A server operating system can be used for the Indexer.  However, if you need to run the Indexer on your application or file server, please contact Trumpet at support@trumpetinc.com to discuss.

    Note:  The indexer workstation can be a Virtual Machine, and this may be a nice option for your firm.  If you do choose to use a VM as your Indexer, be sure to verify that the VMWARE Disk drive Removal policy is set to "Quick removal" — Failure to do so can result in a failed rebuild.

• Professional User Workstations  â€” the Worldox, Virtuoso and Symphony Profiler Workstation executables are mirrored from the application server to the workstations' local disks and then launched from the local disk.
  

  • Processor: Core 2 Duo (or higher)

  • Operating System: Windows 7, 8 or 10 (Home version O/S's not supported)

  • Memory:  Min 2 Gig of RAM or higher. 4 Gig recommended for Win 7 and 8

  • Office and Adobe Compatibility:
    

    • MS Office 2007 through 2019 - 32-bit versions of full installs (Click-To-Run or trusted app installs and 64-bit versions are not supported)

    • Integration with Adobe Acrobat 8.0 or higher is supported (versions 7 and below of Acrobat are not supported)

    • Integration with Adobe Reader 9.0 or higher is supported (versions 8 and below of Reader are not supported)

    • Acrobat DC Full and Reader
      

• Network Infrastructure

  • 100 Mbps, low latency connection between all systems

  • Please note that WAN connectivity (via mapped drives) is not recommended (Terminal Services or remote desktop based remote connectivity is fine)

  • Networking based on domain membership is recommended (i.e. with a domain controller and workstations connected to the domain).  Peer-to-peer networking is not recommended except for very small sites (i.e. one or two computers)

  • All servers and workstations must belong to the same domain (or workgroup)

• Hosted Exchange

  • If you are running hosted Exchange, you must run Outlook in cached mode.

IMPORTANT:  If you are planning a server migration, please be sure to coordinate with Trumpet in advance.  We do nearly 100 server migrations per year, and have a very well defined process for ensuring they go smoothly.