Network Survey Please complete the following survey. This information will be used to set up TrialWorks Software for your firm. Step 1 of 10 10% 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:*Please ChooseNew TrialWorks InstallationTrialWorks Migration to a Different ServerTrialWorks UpgradeContact 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 NameEmail AddressTelephone NumberPosition/Title YOUR NETWORKTrialWorks 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 serverDisk Space* *System Requirements: TrialWorks Only - 40GB minimum TrialWorks TWSearch - 80GB with 16GB minimum free spaceOperating System Version*Please Choose:Windows 2019Windows 2016Windows 2012SBS 2012 EssentialsSBS 2011Windows 2008 R2*System Requirements: TrialWorks Only - Windows Server 2008 R2 and above TrialWorks TWSearch - Windows Server 2012 R2 (64 bit) and aboveDoes 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?Please Choose:1-2 Years3-5 YearsOlder then 5 YearsWill 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?Please Choose:SQL 2019SQL 2017SQL 2016SQL 2016 ExpressSQL Server 2014SQL Server 2012SQL Server 2012 ExpressSQL Server 2008 R2SQL Server 2008 R2 ExpressSQL Server 2008SQL Server 2008 ExpressIf 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.Please Choose:Office 365Outlook 2019Outlook 2016Outlook 2013Outlook 2010Combination of VersionsDo Not UseIf 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 NameTWAppTWSearch*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 APPWill your firm be installing the TrialWorks iPhone/iPad/Android app? Yes No If you answered Yes, in order to include the App installation on your server, please complete the following. TWApp CANNOT be installed if No or N/A or Blanks are provided as a response to any of the items below. PLEASE BE AWARE OF THE FOLLOWING SERVER REQUIREMENTS: Windows 8 / 10 / 2008 / 2012 / 2016 / 2019 Microsoft .NET Framework 4.5 Microsoft SQL Server 2008 / 2012 / 2014 / 2016 / 2017 Latest publicly released TrialWorks Version IIS 7 or later with ASP.NetName of the server that will be hosting TWApp:* Is the Web Server role installed on your server?* What port numbers are forwarded to your server and can be used for web traffic? (EX: 443 or 80. We typically default to Port 80, but can use a different Port if required. The firm IT provider will need to forward this port from the router to the server)* 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. TrialWorks Support will need these credentials in order to install and configure the TWApp. 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 SERVER REQUIREMENTS: Windows 7 / Server 2003 SP2 / 2008 / 2012 Microsoft .NET Framework 4.0 - Extended Microsoft SQL Server 2005 or later TrialWorks Database 10.6+ IIS 6 or later with ASP.Net Is Microsoft .NET Framework 4.5 installed on the web server?* Yes No TRIALWORKS SEARCHWill 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 SYSTEMHow 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 ListUser NameComputer NameOperating SystemProcessor SpeedAmount of RAMWord 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.
