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 - 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?

Workbench Client Details

Office version:
KB2881029 installed (required for Workbench client): (boolean)

Sharperlight

Sharperlight Version:
Datamodel Version:

Collection Methods

Methods for collecting various bits of information.

TODO

Browser not supported