TW App & TW Search Request Form - Case Management Software

Firm Name:*

Contact Name:*

Contact Email:*

Contact Phone Number:*

What would you like to do today?*

Request implementation of the TrialWorks App.
Request implementation of the TrialWorks Search function.
Request implementation of both the TrialWorks App and the TrialWorks Search function.

TrialWorks App

In order to proceed with the App installation on your server, please complete the following. TWApp CANNOT be installed without ALL of the below information.

PLEASE BE AWARE OF THE FOLLOWING SERVER REQUIREMENTS:

Windows 7 / 8 / 10 / 2008 / 2012 / 2016

Microsoft .NET Framework 4.5

Microsoft SQL Server 2008 / 2012 / 2014 / 2016

TrialWorks Database 11+

IIS 7 or later with ASP.Net

Name of the server that will be hosting the TW App:*

Is the Web Server role installed on your server?*

Yes
No

What port number(s) would you like us to use for this web application? (Port 80 cannot be used if TWSearch will be installed)*

What is the public URL for your web server? (optional)

What is the STATIC public IP address for your web server?*

Please create an Active Directory user named "TWApp" and add it to the Domain Users and IIS_WPG/IIS_USERS groups. Please list the credentials below:*

Is Microsoft .Net Framework 4.5 installed on the web server?

Yes
No

TrialWorks Search

Please provide the following information and complete the checklist in order to determine if your network environment can support the new Search Server. Further detail is provided below this section. Please note that the minimum requirements are different depending on whether the server is dedicated to the Search Server or is shared with other services.

All fields are required. TWSearch cannot be installed without a completed form.

Server Name:*

Windows Edition:*

(Requirements: Windows Server 2012 or later)

Processor:*

(Requirements: 64-bit server-grade, +2.5GHz, minimum 6 cores for shared, 4 cores for dedicated)

Installed Memory (RAM):*

(Requirements: 16GB minimum for shared, 8GB for dedicated)

Available Disk Space:*

(Requirements: 80 GB system min. 16 GB free space/2x as much free disk space as total RAM)

TW Search Account Credentials:*

(Requirements: User must be named “twsearch” and must be member of Domain Admins group in Active Directory. After installation, it can be removed from Domain Admins group)

Checklist (Please check all as completed):

Server information provided.
TWSearch account created and member of local Administrators group in assigned server for TWSearch.
SQL Server and Windows Authentication set for TrialWorks database SQL Instance.
SQL Server is x64 and version 2008 or later.
No pending reboots on Search server (windows/software updates, etc).

Active Directory Account Requirement:
Please create domain account TWSEARCH which will be used as the administrative account for search.

SQL Server Requirements:
Please make sure that SQL server x64 is 2008 or later. It must also be configured for SQL Server and Windows authentication mode.

Open SQL Management Studio > Right Click on Server name and click Properties > Open Security Tab.

By default, SQL is configured with Windows Authentication mode only. In order for any changes in server authentication mode to take effect, the SQL server services must be restarted.

IIS Web Server Requirements:
Search Server will install multiple IIS sites that runs by default on port 80. Please make sure there aren’t any applications using port 80 on your server such as OWA or local intranet sites.

Links for more information about TrialWorks Search
https://trialworks1.wpengine.com/trialworks-search
http://wiki.trialworks.com/index.php?title=Twsearch