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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

(Copy the content between the horizontal lines into the appropriate Server Audit JIRA issue)

 

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:

 

 

Collection Methods

Methods for collecting various bits of information.

  • TODO
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