Network Survey

Firm Name*
Completed By*
First Last
Your Email Address*
Date Completed*
MM slash DD slash YYYY
Please indicate the reason why you are completing the survey:*
Contact Information*
Provide the name, email address, and telephone number of your firm's computer network administrator. If this is a full-time employee, please provide us with any direct dial or cellphone. If any work is to be completed after your regular business hours, please provide us with the name and cell phone number of your after-hours contact. Click the + sign to the right to add additional names.
Technician Name Email Address Telephone Number Position/Title

YOUR NETWORK
TrialWorks requires a Windows Server 2008-2019 network configured with Active Directory and a Windows Domain.
We need to know what type of computer network your firm is currently utilizing. Please specify the configuration of your network server by answering the following questions:
Processor Type (i.e. Intel Xeon Processor E5-2640 v3, 8 cores, 2.60GHz)*

*System Requirements:
TrialWorks Only - Quad Core, server grade

TrialWorks TW Search - 64-bit server-grade, +2.5GHz, minimum 6 CPU threads for shared server, 4 CPU threads for dedicated server

*Server grade processor requirement means at least an Intel Xeon, AMD Opteron, or equivalent CPU.

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.
Number of CPU Threads*
Installed Memory (RAM)*

*System Requirements:
TrialWorks Only - 8GB Minimum with 1GB available and not in use by other applications

TrialWorks & TWSearch - 20GB minimum for shared (TrialWorks+TWSearch) server with 16GB available and not in use by other applications, 16GB minimum for dedicated TWSearch-only server
Disk Space*

*System Requirements:
TrialWorks Only - 40GB minimum

TrialWorks TWSearch - 80GB with 16GB minimum free space
Operating System Version*
*System Requirements:
TrialWorks Only - Windows Server 2008 R2 and above

TrialWorks TWSearch - Windows Server 2012 R2 (64 bit) and above
Does your office have a Windows domain configured with Active Directory?*
- Yes
- No
*A Windows Domain is required to use TrialWorks. If you do not have a Domain setup yet, you will need to have your IT Support team configure one before TrialWorks can be installed.
Domain Name (Ex.: firmname.local)*

How old is your server?
Will we have unattended remote access into your firm?
- Yes
- No
Please indicate how access will be provided (remote software such as Terminal Server, LogMeIn, TeamViewer Host):

What is the name of the server that will run the TrialWorks SQL database services?*
Will TrialWorks be used on a Remote Desktop Server?
- Yes
- No
Where will the TrialWorks Program be installed (server name/drive)?
Where will the TrialWorks Casefiles (document storage) be installed (server name/drive)?*

By default, TrialWorks Server installation is directed to your server's local C: drive. You should be aware that if your firm decides to move to a paperless office, enough storage space should be planned for future use. If directed, we can install the Casefiles (word-processing and scanned documents) on a separate drive.
Is your firm running any Microsoft SQL Service instances?
- Yes
- No
If yes, version?
If your firm is running existing SQL Service instances, do we need to install a seperate instance?
*TrialWorks is only compatiable with SQL 2008 - SQL 2017.
- Yes
- No

What is your firm's current Mail Host (Exchange Server, Google Apps, Office 365, etc.)?
Does the firm use Microsoft Outlook?*
*TrialWorks is not compatible with 64 bit versions of Outlook.
If not, what program has been used previously?

TrialWorks utilizes SMTP protocal for the Dashboard Subscription services and Online Medical Record Retrieval. Please provide the following information for installation. We suggest creating an email address to be used for this service instead of using an existing user account as passwords could change.
Host Name:
Port:
User Name / Email Address:

*Please ensure the office manager or primary TrialWorks contact has the credentials for the email account, so that this feature can be configured within TrialWorks Global Settings.
If you’re going to use the automated TWService for Dashboard Subscriptions, eLaw, Docusign, and/or online medical record retrieval services, please create a user in Active Directory named "TWApp". The TWService will run under this account. The TWService cannot be installed/configured to use a different account. The account needs to have logon rights and local administrator rights on the machine that will run the service.
User Name
*TrialWorks Support will need these credentials in order to install and configure the automated TWService. The installation will be cancelled if credentials to this account are not provided by the firm's IT support staff.

TRIALWORKS SEARCH
Will your firm be installing the TWSearch?
- Yes
- No
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:*

(List exact CPU model. Requirements: 64-bit server-grade, +2.5GHz, minimum 6 CPU threads for shared server, 4 CPU threads for dedicated server)
Installed Memory (RAM):*

(Requirements: 20GB minimum for shared server with 16GB available and not in use by other applications, 16GB minimum for dedicated server)
Has the firm’s IT provider confirmed there are 16GB of RAM available and not in use by other applications?
- Yes
- No
Available Disk Space :*

(Requirements: 80 GB system min. 16 GB free space/2x as much free disk space as total RAM)
Please create an Active Directory user named “TWSearch” and add it to the server’s local Administrators group. TrialWorks Support will need these credentials in order to install and configure TWSearch. The installation will be cancelled if credentials to this account can not be provided at the time of the installation. Has the account been created?*
- Yes
- No

YOUR SYSTEM
How many workstations will TrialWorks be installed on?
Will all workstations with TrialWorks installed have the 32-bit version of MS Office?*
- Yes
- No
Do you use roaming profiles?
- Yes
- No
Users List
User Name Computer Name Operating System Processor Speed Amount of RAM Word Processor

Add as many users as needed. Click the "+" button on the right to add more users.

If your firm is planning on installing TrialWorks on more computers than you have purchased licenses for, are you aware of the affect Outlook and the TrialWorksAddin has on licensing?
- Yes, we are aware.
- No, we weren't aware.
The TrialWorksAddin running in Outlook accesses the user’s TrialWorks License if TrialWorks has been installed on the workstation. This will count as a user license running on the database.
If TrialWorks will be converting any data from a previous case management software, what case management system did you previously use?
Will TrialWorks be converting a document folder structure to create a TrialWorks database?
- Yes
- No
Is Microsoft Access installed on any workstation or server?
- Yes
- No
NOTE: Final data conversion may be able to be completed on your own network. In that event, a full version of Microsoft Access will be necessary to complete your conversion onsite.
What is the name of the workstation or server that has Microsoft Access?
Please feel free to contact TrialWorks Technical Support at 305-357-6500 or email us at SalesTech@trialworks.com with any questions.

User Name	Computer Name	Operating System	Processor Speed	Amount of RAM	Word Processor

Technician Name	Email Address	Telephone Number	Position/Title

Step 1 of 9

YOUR NETWORK

TRIALWORKS SEARCH

YOUR SYSTEM