Pre-Install / Upgrade Server Audit

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