Prior to installing or upgrading Workbench at a client site, a Site Audit of the current server environment should be undertaken to identify any issues which may prevent the install / upgrade from being carried out successfully.
The Site Audit involves a Workbench Technical Consultant logging into the site and collecting relevant details about the target servers where Workbench is to be installed / upgraded.
Fill out the checklist with details about the server(s) that Workbench will be deployed too. (Its a good idea to copy the checklist and paste into a JIRA issue)
Checklist:
Information collected from client servers
Server Details
- Server Name:
- Operating System:
- Workgroup / Domain:
- PowerShell Version:
Workbench Components
- Database Server: True / False
- Report (SSRS) Server: True / False
- Web Server (IIS): True / False
- Workbench Application Server: True / False
- Workbench Client: True / False
- Sharperlight: True / False
Database Server Details
- SQL Server Instance:
- SQL Server Version:
- Workbench Databases / Versions:
Report (SSRS) Server Details
- SSRS Instance:
- SSRS SQL Server Version:
- Web Service URL:
- Report Manager URL:
Web Server (IIS) Details
- Servername:
- NET Framework Version:
- IIS Version:
- Application Pools:
- Workbench Web Sites:
- URLs:
- Physical Path:
- Application Pool:
- Workbench Web Applications:
- URLs:
- Physical Path:
- Application Pool:
Workbench Application Server Details
- Workbench Share:
- UNC:
- Physical Path:
- Workbench Applications / MDE's (Filename):
- Custom MDE: True / False
Workbench Client Details
- Office version (Application name & version):
- KB2881029 installed (required for Workbench client): True / False
Sharperlight
- Sharperlight Version:
- Datamodel Version: