IMM Workflow/Tea Workflow

IMM Workflow/TeA Workflow

Pre-Install Survey

Instructions
Please complete and email back to . If you have any questions, please contact our Web Support Team or 800-836-4750 x3 for assistance.
Customer Information
1)Financial Institution Name
2)Main Branch Address
Contact Information
Please ensure that we have a cell phone # for the project lead (at least). It is very important that we are able to reach the project lead for setup questions. Delays in getting information can interfere with the implementation schedule.
1)Technical Contact at CU
This is the project lead / Name:
Title:
Phone#
Cell#
Email:
Additional:
2)Admin Contact at CU
This is the project lead / Name:
Title:
Phone#
Cell#
Email:
Additional:
3)Operations Contact at CU
This is the project lead / Name:
Title:
Phone#
Cell#
Email:
Additional:
4)If you use an outsourced consultant to support your network, please provide contact info for the company handling your network. / Name:
Title:
Phone#
Cell#
Email:
Additional:
FormSpeed Server Setup
Please note:The server may not be a domain controller.
The installer will need to be logged on to the server as an Administrator.
The server(s) will require internet access to download the installation software from the IMM site.
1)OS / Please install Windows Server 2008
Windows 7
Windows XP Pro service pack 3
2)OS licensing / ... choose one ...We have We have NOT …verified that there are enough client licenses on the server to cover the increased connections.
3)Web Server name / (no spaces, dashes or underscores can be used)
4)SQL Server Name
Note: Leave blank if one-server installation / (no spaces, dashes or underscores can be used)
5)Web Server Hardware Configuration / # of bits ... choose one ...3264
# of CPUs
CPU model (e.g. Xenon, Opteron, etc…)
CPU speed GHz
RAM GB
Free HD space GB
6)Database Server Hardware Configuration
Note: Leave blank if one server installation / # of bits ... choose one ...3264
# of CPUs
CPU model (e.g. Xenon, Opteron, etc…)
CPU speed GHz
RAM GB
Free HD space GB
7)Configure the web server with the following: / MicroSoft IIS ... choose one ...6.07.0
.Net Framework 4.0
Ensure that ASP.NET is registered with the IIS
Give permissions for ASP and ASP.NET files to run with Web Service Extensions
Enable IIS 6.0 compatibility
SQL XML 4.0 (Not required for SQL 2005)
8)Configure the database server with the following: / MicroSoft SQL Server ... choose one ...2005 (32-bit)2005 (64-bit)2008
Blank database on the database server named “FormSpeed”
Blank database on the database server named “Polling” (required only if API component purchased)
Configure the SQL server to work in dual-authentication mode
Create a new SQL user (system administrator)
Assign the SQL user as the database owner for both the “FormSpeed” and “Polling” databases
Provide IMM with the database “Server name, SQL username and Password” to connect to the database.
Install SQL server management studio
9)Assign IMM a network user with permissions to: / Login to the database and web servers
Install software on the web server
Install, register and start windows services
Read, Write, Delete permissions on all FormSpeed application folders
10)On what drive will FormSpeed need to be installed? / (should not be the C: drive)
11)How do branches connect to the server / ... choose one ...T1Fractional T1FrameISDNOtherif “other” please describe
Speed
12)What Antivirus runs on this server?
Will you exclude the IMM program and data directories from virus scanning? / ... choose one ...Yes we will exclude the iMM directories.No, we won't exclude the iMM directories.If “No” please describe why.
13)Do you have a test environment in which you would like to install FormSpeed? / ... choose one ...YesNo(A test/training server requires that a separate Physical or VMware server is provided to install the test/training license on.)
14)Do you want to include FormSpeed in your DR facility/service? / ... choose one ...YesNo(A DR server requires that a separate Physical or VMware server is provided to install the DR license on.)
Core
1)What is your core processing system? What version? Are you live on the platform?
2)Have you licensed an API to the core? Do you have full or limited privileges to the API?
Imaging
1)Do you have an imaging system? Which one? What version?
2)List all indices setup in your imaging system that you plan to use in FormSpeed.
3)Do you currently archive documents from TeA into your imaging system? / ... choose one ...YesNo
WorkStation Settings
1)Configure/enable the following Internet Explorer settings: / Compatibility mode (Internet Explorer 8.0 only)
Active X (required with signature component add-on only)
Add the FormSpeed application as a trusted/intranet site
2)How many workstations will be capturing signatures? (required with signature component add-on only)
3)Type of Topaz sig pads and quantity purchased? (required with Signature component add-on only) / PadModelQnty
ClipGem 8.5 x 11”... choose one ...SerialUSBHSB
ClipGem 8.5 x 14”... choose one ...SerialUSBHSB
SigPad 4x5” LCD ... choose one ...SerialUSBHSB
SigPad 1x5” LCD ... choose one ...SerialUSBHSB
Active Directory/E-Mail
1)Do you use Active Directory? / If yes, create a Read only network service account to allow FormSpeed to connect to Active Directory and authenticate users.
2)Do you want FormSpeed to pull e-mail addresses into user’s security profiles? (If yes, this will send e-mails to all recipients of notifications and e-mail enabled steps of the workflow)
3)What type of mail server are you currently running?
4)What is the name of your SMTP server?
5)What is your outgoing SMTP port?
6)What type of SPAM filter are you currently running?
7)FormSpeed e-mail: this is the “From” for all e-mail notifications sent via FormSpeed.
Mobile(required with mobile component add-on only)
1)What mobile devices do you provide to your users?
2)Will this application be installed on your internet or intranet? / ... choose one ...IntranetInternet

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