Network Survey

Firm Name*
Completed By*
First Last
Date Completed*
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 you 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 2008-2016 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, 6 cores for shared, 4 cores for dedicated

*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.
Amount of RAM
*System Requirements:
TrialWorks Only - Minimum 8GBs with 1GB free prior to TrialWorks Installation

TrialWorks TWSearch - Minimum 8GBs for a dedicated TWSearch server, 8GBs for a dedicated TrialWorks server, and 16GBs for a shared TrialWorks + TWSearch server installation
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
Domain Name*

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 Remote Access address?
What is the Username & Password?

What is the name of the server where TrialWorks installation files will be installed?
Will TrialWorks Support be installing TrialWorks on a Remote Access Server for your users?
- 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.

What is your firm's current Mail Host (Exchange Server, Google Apps, Office 365, etc.)?
Does the firm use Microsoft Outlook?
If not, what program has been used previously?
Is your firm running any Microsoft SQL Service instances?
- Yes
- No
If yes, version and service pack?
If your firm is running existing SQL Service instances, do we need to install a seperate instance?
- Yes
- No
Do you use roaming profiles?
- Yes
- No

TrialWorks utilizes SMTP protocal for the Dashboard Subscription services and MediConnect Record Retrieval. Please provide the following information for installation. We suggest creating an email address to be used for this service instaed of using an existing user account as passwords could change.
Host Name
Port
User Name
Password
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" and provide the password for the account. 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. Using the TWApp or TWSearch usernames will allow the service to run without using a TrialWorks User License.
User Name
Password

TRIALWORKS APP
Will 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 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 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 81. Port 80 is not recommended, but is supported.)*
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 crendentials below.*
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 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:*
(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)
TWSearch 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://www.trialworks.com/trialworks-search/
http://wiki.trialworks.com/index.php?title=Twsearch

YOUR SYSTEM
How many workstations will TrialWorks be installed on?
How many laptops will TrialWorks be installed on?
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.
Please feel free to contact TrialWorks Technical Support at 305-357-6500 or email us at SalesTech@trialworks.com with any questions.

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YOUR NETWORK

TRIALWORKS APP

TRIALWORKS SEARCH

YOUR SYSTEM