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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.  


Conducting the Audit

  • 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).
  • On True / False questions, delete the incorrect answer.
  • Try to keep version numbers either as integer or floating point values. This will help when comparing values later on.
  • Separate multiple entries on the line with a comma.
  • Sections that are not installed or won't be included in the install / upgrade, leave section headings in grey and values empty.
  • Sections that need attention, bold and mark with red text.

 


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

    Checklist

    (Copy the content between the horizontal lines into the appropriate Server Audit JIRA issue - it should interpret the Markdown syntax correcly. See the example below)


     
    h3. Information collected from client servers


    h5. Server Details
    - Server Name:
    - Operating System:
    - Workgroup / Domain:
    - PowerShell Version:

    h5. 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

    h5. Database Server Details
    - SQL Server Instance:
    - SQL Server Version: 
    - SQL Login with Sysadmin: True / False
    - Workbench Databases / Versions:
    - EBA client: True / False

    h5. Report (SSRS) Server Details
    - SSRS Instance:
    - SSRS SQL Server Version: 
    - Web Service URL:
    - Report Manager URL:
    - No encryption key error: True / False


    h5. Web Server (IIS) Details
    - Server name:
    - NET Framework Version:
    - IIS Version:
    - WebWorkbench Version:
    - Workbench Web Sites:
    - Application Pools:
    - URLs
    - Physical Path:

    h5. Workbench Application Server Details
    - Workbench Share
	- UNC:
    	- Physical Path:
    - Workbench Applications / MDE's (Filename):
	- Custom MDE: True / False
    	- Custom Scripts: True / False
    - GST Rate Settings
    	- GSTType Table and Control File have the same rate: True / False


    h5. Workbench Client Details
    - Office version:
    - KB2881029 installed (required for Workbench client): True / False


    h5. Sharperlight
    - Sharperlight Version:
    - Datamodel Version:


    h5. Email Options
    - Preferred emailing method:


    h5. Windows Accounts
    - Workbench_Users account exists: True / False

    h5. Web Browser
    - Supported Web Browser: Google Chrome / Mozilla Firefox / IE11 or Edge



    Example output in JIRA


    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
    • Server name:
    • NET Framework Version:
    • IIS Version:
    • Workbench Web Sites:
    • Application Pools:
    • URLs
    • Physical Path:
    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(boolean)
    Sharperlight
    • Sharperlight Version:
    • Datamodel Version:
     



    Collection Methods

    Methods for collecting various bits of information.

    • TODO