Engage Pre Form

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Engage Pre-installation Questionnaire and Statement of Declaration
Prepared by: Thomas White Formatted Table
Job Title: IT Manager Formatted: Font: (Default) Open Sans

Dated: 23-08-2017 Formatted: Font: (Default) Open Sans
Contact Information: 60146460298 Formatted: Font: (Default) Open Sans
Who contact (if not the above) if there Gavin Hardie - 60193467699 Formatted: Font: (Default) Open Sans
are issues during the installation: Formatted: Font: (Default) Open Sans
HOW TO FILL THIS FORM: - Formatted: Font: (Default) Open Sans
 The school must provide a response to each of these questions, please respond with N/A for not applicable items.
 Ensure you have reviewed the footnotes relating to the relevant items.
 While not recommend: If there is any uncertainty about the response, please indicate, “T.B.C” (to be confirmed) or “Unknown”
as appropriate.
 If the question doesn’t apply please fill in “N/A”.
 It’s best to provide as accurate information as possible to assist the installation and support teams to complete their tasks as
quickly as possible without further queries to the school. If necessary you may consult an external provider or consultant.
 If you are unable to complete this form then Double First might be unable to proceed with the installation.
Engage Pre-installation Questionnaire and Statement of Declaration Formatted: Font: (Default) Open Sans
Version: 2017.01
NOTES ON HOW THE INSTALATION IS SCHEDULED
Installation is handled by specialists in the UK, this may likely happen outside your regular working hours. Completing this form
accurately will help them complete the installation first time right.
Installation can only be scheduled once this form is completed. Once data the form is submitted is provided the installation(s) may
take 1-2 weeks depending on our current work loadthe load. Therefore, we request you return this formthe data well in advance of
your first training date.
Also, Installation can only be scheduled once the data conversion proceed is over and the school has APPROVED the “conversion
report”.
Sections in this document:SECTIONS IN THIS DOCUMENT:
1 Servers Infrastructure................................................................................................. 333

2 Windows Desktops ..................................................................................................... 836
3 Remote Access ............................................................................................................. 838
4 SMTP configuration .................................................................................................. 1139
5 Document completion and pre-installation checklist................................12310
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1 Server software & hardware infrastructure and configuration

1.1 Engage User Account
1.1.1 Account type – Domain or Machine account1 Formatted: Font: (Default) Open Sans, Not Bold
Machine Account Formatted: Font: (Default) Open Sans, Not Bold

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1.1.2 User Account – complete with domain prefix e.g. “SchoolDomain\DF-support”
DF-Support
1.1.3 Account password Formatted: Font: (Default) Open Sans, Not Bold
Elc2017School Formatted: Font: (Default) Open Sans

1
We prefer that the account provided is a standard network (domain) user account. The account must have local administrative Formatted: Font: (Default) Open Sans
rights on the Engage server(s) i.e. Application, Database and Web Servers. This account should be different from your administrator Formatted: Font: (Default) Open Sans
account. Please dedicate this account for DF staff use only not for school use. Formatted: Font: (Default) Open Sans

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1.2 Windows Server Environment
PSNB: Engage works best in a Windows domain environment where both the server and client machines are part of Formatted: Font: (Default) Open Sans, Not Bold
the same domain. It also requires network shares (UNC) to operate, please refer to the minimum specs for more
information.
1.2.1 Are you server(s) part of Windows Domain2, if so please provide the domain name. Formatted: Font: (Default) Open Sans, Not Bold
NO Formatted: Font: (Default) Open Sans, Not Bold

1.2.2 Is your Engage MIS system server(s) going to be part of this domain (Y/N)?
NA
1.2.3 Are you planning on using any virtualization technology to host the Engage MIS system, if so please which technology will be Formatted: Font: (Default) Open Sans, Not Bold
used?
NO Formatted: Font: (Default) Open Sans

2
If a non-Windows server manages your domain please note it here. Formatted: Font: (Default) Open Sans

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Engage Pre-installation Questionnaire and Statement of Declaration Formatted ...
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1.3 Windows Server(s) Formatted ...
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Server Role Engage Application Database Server (SQL)4 Portal Server (Web) Formatted ...
Server Formatted ...
A Windows version (Operating system) Enterprise 2008 R2 Formatted ...
B OS Version 32 or 64 bit5 64 Formatted ...
C Server Name (Machine name) CJ-ENG-SERVER Formatted ...
D Server IP Address (IP and subnet mask) 192.168.0.241 Formatted ...
E RAM (Max. Allocated if virtual) 8GB Formatted ...
F No of CPU’s 1CPU – 8Core
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G Disk Space 140GB Enterprise WD
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H Have you checked that all prerequisites are NO Just OS
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installed? (Yes/No) ...
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I Will this machine be the Domain Controller For Engage YES ...
(Active Directory host)? (Yes/No)6 Formatted ...
J Will this server be dedicated to running YES Formatted ...
Engage and it’s application only? Formatted ...

K This server meets or exceeds the latest YES Formatted ...
minimum spec provided. (Yes/No) Formatted ...
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3 Formatted
If you are using the same server for one or more services please add a note e.g. “same as application server” ...
4
Please note that SQL can be installed on Domain controllers servers, however it’s complex to achieve and NOT recommended. Formatted ...
Please check Microsoft’s website for more details Formatted ...

5
It’s recommended to install 64-bit version of Windows on any modern hardware. Formatted ...
6
Please see the note above on SQL and Domains Controllers – which comment? Formatted ...
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1.3.1 In accordance with the minimum specification provided, Microsoft Office needs to be installed on the application server to Formatted: Font: (Default) Open Sans, Not Bold
run and test functions such as Mail Merge. Will Office 2003 or later be installed on the application server? If not please
explain why?
Don’t have an Application Server No Mail server Formatted: Font: (Default) Open Sans
1.3.2 If a firewall will be installed before or after installation on the application server the does the school confirm that they will Formatted: Font: (Default) Open Sans, Not Bold
allow the following ports to be accessible for all Engage Desktop Clients (Local Network Only) ? If not please explain why?
Ports: 68,8980,8979,8981,8991,8982,8992
No Firewall will be installed if so yes Formatted: Font: (Default) Open Sans


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1.4 Microsoft SQL Database Environment7 Formatted ...
SQL version8 e.g. SQL Standard na Formatted ...

2012 SP1 Formatted: Font: (Default) Open Sans
SQL Version 32 or 64 bit9 na Formatted ...
SQL Instance name (if any)10 na Formatted: Font: (Default) Open Sans
SQL admin username e.g. sa na Formatted ...
SQL password na Formatted: Font: (Default) Open Sans
1.4.1 If SQL Express is installed – Please confirm that you have reviewed and understand the limits imposed by this version of SQL. Formatted: Font: (Default) Open Sans
Yes I understand this is what is used on the other server Formatted: Font: (Default) Open Sans
1.4.2 Please confirm that the database server will be accessible via port 1433 to all Engage Desktop Clients? (and 1434 UDP if SQL Formatted: Font: (Default) Open Sans, Not Bold
Express is installed).
yes
7
Only the Base SQL components are required and SQL Management Studio, tools such as SQL Analysis, etc are NOT required. Formatted ...
8
While SQL Express Edition can work there are performance limitation therefore SQL Standard Edition or better is recommended Formatted ...
9
It’s recommended that you ensure that you are using a 64 version if you’re running a 64 bit Windows Server. Formatted ...
10
In event that the school has create a new instance on an existing installation of SQL we still need to ensure that the provided Formatted ...
Windows user account has administrative privileges on the SQL server Formatted ...

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2 Microsoft Windows Desktops Configuration and environment

2.1 Will your school install Engage on Physical Windows Computers? If not specify method that be used to access the Formatted: Font: (Default) Open Sans, Not Bold
Engage desktop client.

Only on a few desktops other will use web portal Formatted: Font: (Default) Open Sans
2.2 Will your school provide Microsoft Office on Desktop (or Virtual) machines used to run the Engage application? If Formatted: Font: (Default) Open Sans, Not Bold
not please explain.

Yes we will be using Office Formatted: Font: (Default) Open Sans
2.3 Has the school verified that all workstation hardware and software meets the specified requirements? If not please Formatted: Font: (Default) Open Sans, Not Bold
explain.
Yes Formatted: Font: (Default) Open Sans

3 Server Remote Access & Remote Support Formatted: Font: (Default) Open Sans
The support team requires access to the Application Server, Web Server and SQL server to complete the installation as well as Formatted: Font: (Default) Open Sans
handle support requests post installation. Our Service Level Agreement (SLA) is based on the school providing access to the their Formatted: Font: (Default) Open Sans
system for support 24 hours a day 7 days a week throughout the year. Formatted: Font: (Default) Open Sans

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3.1 Will the school allow installation of our commercially licensed remote access application i.e. LogMeIn Unattended11? Formatted: Font: (Default) Open Sans, Not Bold
If not please explain and document remote access method Formatted: Font: (Default) Open Sans, Not Bold
Yes you can install Formatted: Font: (Default) Open Sans, Not Bold
3.2 External portal access for Staff, Students and Parents. Formatted: Font: (Default) Open Sans, Not Bold
If the school intends to provide external access to the portal.
3.2.1 Please provide URL e.g. engage.school.edu.xx

See Gavin for this Formatted: Font: (Default) Open Sans

11
Double First will try and work with your preferred method; however, our experience is that remote access methods other than Formatted: Font: (Default) Open Sans
those listed here often cause delays. Logmein Unattended or RDP access directly to Application Server. TEAMVIEWER is a licensed Formatted: Font: (Default) Open Sans
application that requires a commercial license if it’s to be used, compliance with UK IT practitioner standards proof of a license will Formatted: Font: (Default) Open Sans
be required before our support team can use it. Formatted: Font: (Default) Open Sans

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3.2.2 To provide access to portal externally the school must have a dedicated Internet connection with a Fixed IP12 which will then Formatted: Font: (Default) Open Sans, Not Bold
be redirected to the Portal running on the Engage Server. To provide external access the server should be accessible on ports Formatted: Font: (Default) Open Sans, Not Bold
80 and/or 443 from the Internet. If known please document the method or technology that will be used to access the server Formatted: Font: (Default) Open Sans, Not Bold
remotely e.g. DMZ, Port forwarding, firewalls etc.
We have dedicated IP and port forward will be set up on router
after install of engage Formatted: Font: (Default) Open Sans

12
Engage Servers(s) should be installed on a private network IP address, the Web server or Application server does NOT need to be Formatted: Font: (Default) Open Sans
installed on a public IP. External access can be configured from your firewall. Formatted: Font: (Default) Open Sans

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4 Email configuration
4.1 SMTP Server Settings Formatted: Font: (Default) Open Sans
To support email communication from the Engage Portal and Engage Desktop Client, the application needs to be able to Formatted: Font: (Default) Open Sans
communicate with an external SMTP server to deliver the emails and notices. Typically, these settings are available from your Formatted: Font: (Default) Open Sans
email service provider or mail server.
SMTP Server is Internal or External? na
SMTP Server name or IP address. na
SMTP Port na
SMTP Username na Formatted: Font: (Default) Open Sans
SMTP Password na Formatted: Font: (Default) Open Sans
None, SSL or TLS encryption? na Formatted: Font: (Default) Open Sans

SMTP Server is Internal or External? na Formatted: Font: (Default) Open Sans
SMTP Server name or IP address. na Formatted: Font: (Default) Open Sans

4.2 Other Email address
IT team mailing list address or [email protected]
helpdesk email
School’s “Info@” or equivalent email [email protected] Formatted: Font: (Default) Open Sans
address Formatted: Font: (Default) Open Sans


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Engage Pre-installation Questionnaire and Statement of Declaration Formatted ...
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5 Document completion and pre-installation checklist Formatted ...

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Please review and confirm which of these has been completed and checked. Mark completed items with an “X” Formatted ...
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Server(s) hardware meets the minimum or higher specification provided by Double First. Formatted ...
64-bit Windows O/S has been installed Formatted ...
64-bit SQL has been installed Formatted ...
SQL Management Studio has been included Formatted ...
All Software prerequisites have been installed as per documentation. Formatted ...
Microsoft Word & Excel have been installed Formatted ...
Adobe Acrobat Reader Formatted ...
Windows ISO image is mounted on all servers. Formatted ...
A SQL Server Database “SA” or equivalent username and password has been provided.
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A network\domain user account has been created and giving local administration permissions on the server(s) where Engage will be
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installed.
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Ensure all ports are accessible on the server(s) that will host Engage Application Server, Database and Portal. ...
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Ensure that a remote access method has been provided or installation of Double First remote access server been provided ...
Optional but recommended – Application server settings

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Control Panel\Clock, Language, and Region\Region\ Format: Set to “English (United Kingdom)” Formatted ...
Control Panel\Clock, Language, and Region\Region\ Administrative\Current Language for non-Unicode Programs: Set to “English Formatted ...
(United Kingdom )” Formatted ...
Control Panel\Clock, Language, and Region\Language\Add languages\Regional variants : Installed “English (United Kingdom)” Formatted ...
Control Panel\Clock, Language, and Region\Language\”English UK” \Options – has been Downloaded and installed. Formatted ...
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NOTENB: If some of these steps are incomplete, it could lead to delays in completing the installation.
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Formatted: Font: (Default) Open Sans

Engage Pre-installation Questionnaire and Statement of Declaration

Prepared by: Thomas White Formatted Table

Job Title: IT Manager Formatted: Font: (Default) Open Sans

NOTES ON HOW THE INSTALATION IS SCHEDULED

Sections in this document:SECTIONS IN THIS DOCUMENT:

1 Servers Infrastructure................................................................................................. 333

Page 2 of 13 © 2017 Double2017 Double First

1 Server software & hardware infrastructure and configuration

Machine Account Formatted: Font: (Default) Open Sans, Not Bold

Elc2017School Formatted: Font: (Default) Open Sans

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1.2 Windows Server Environment

NO Formatted: Font: (Default) Open Sans, Not Bold

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(Active Directory host)? (Yes/No)6 Formatted ...

J Will this server be dedicated to running YES Formatted ...

Engage and it’s application only? Formatted ...

Please check Microsoft’s website for more details Formatted ...

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1.4 Microsoft SQL Database Environment7 Formatted ...

SQL version8 e.g. SQL Standard na Formatted ...

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2 Microsoft Windows Desktops Configuration and environment

Engage desktop client.

not please explain.

Yes we will be using Office Formatted: Font: (Default) Open Sans

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If the school intends to provide external access to the portal.

3.2.1 Please provide URL e.g. engage.school.edu.xx

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SMTP Password na Formatted: Font: (Default) Open Sans

None, SSL or TLS encryption? na Formatted: Font: (Default) Open Sans

SMTP Server is Internal or External? na Formatted: Font: (Default) Open Sans

SMTP Server name or IP address. na Formatted: Font: (Default) Open Sans

address Formatted: Font: (Default) Open Sans

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5 Document completion and pre-installation checklist Formatted ...

Optional but recommended – Application server settings

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