System Requirements

General Overview

The OPEN DISCOVERY Streaming workflow is a highly scalable solution that should be deployed in a multi-server environment for effective load balancing and optimal system performance. Component services may be installed on a shared resource as indicated within this help topic. Certain components such as SQL server, IPRO Analytics, and Workers should be installed on separate and dedicated resources. Analysis of the amount of data processed and reviewed within your organization should be conducted by your IT Department and/or IT Vendor to help determine initial system requirements as the following recommendations may not meet your specific needs. Storage requirements are a function of the number of firm cases/matters, data processing and velocity. Ongoing monitoring and regular review of system performance metrics, in addition to routine SQL maintenance is highly recommended to ensure and maintain optimal system performance.

Click the following headers to expand each version.

OPEN DISCOVERYClosed 2022.10.0 System Requirements

OPEN DISCOVERY 2022.10.0 Review End User Minimum Requirements

OPEN DISCOVERY 2022.10.0 Minimum and Recommended Hardware Requirements

discovery ][ Enterprise 2022.10.0 Software Prerequisites

OPEN DISCOVERY 2022.10.0 Network Diagram

OPEN DISCOVERY 2022.10.0 Network Ports Requirements

 

This information in this section applies to the following OPEN DISCOVERY products and versions:

OPEN DISCOVERY 2022.10.0

The following specifications are a general outline for a typical environment that can be deployed in either a physical or virtual environment. Faster processors and larger amounts of physical memory (RAM) are always a benefit. Network connectivity, network traffic, database size, storage speed, and other factors may impact performance.

OPEN DISCOVERY 2022.10.0 uses the following technologies:

  • Microsoft Windows Server

  • Microsoft SQL Server 2016 SP2, 2017, or 2019 (Standard or OPEN DISCOVERY). Make sure the latest CUs are installed.

  • Microsoft IIS Server

  • Microsoft .NET Core 3.1 or later

  • Microsoft .NET Framework 4.8 or later
  • Microsoft Office Standard Edition

  • IBM Notes

OPEN DISCOVERY 2022.10.0 Review End User Minimum Requirements

The following specifications are a general outline for a typical environment that can be deployed in either a physical or a virtual environment. Faster processors and larger amounts of physical memory (RAM) is always a benefit. Network connectivity, network traffic, database size, storage speed and other factors may affect performance.

  • CPU 1 Core / 2.4 GHz or higher
  • RAM 2 GB or higher
  • OS Microsoft® Windows® 10 or Server 2016
  • Software .NET Framework 4.8
  • Browsers: Chrome, Microsoft Edge (Chromium Release 79), Firefox, Safari
  • Monitor Minimum screen resolution should be set to minimum 1280x1024.

OPEN DISCOVERY 2022.10.0 Minimum and Recommended Hardware Requirements

The following tables illustrate IPRO’s recommended deployment configuration (1-3 Streaming \ 25 users). If you are deploying additional deployment licenses, please contact Support for a hardware consultation call to review additional requirements. This ensures that all components contact the proper resources, and that components will not conflict with each other.

Note: Each item listed under "Server Role" or "IPRO Component" is intended to be a distinct machine. Modifications to this configuration are not recommended.

Please see the footnotes for additional information. For more detailed hardware questions and customization, please contact IPRO Support.

Administrative Core

SERVER ROLE CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
SQL Server1, 2 8 32 12 32

Microsoft Windows Server 2016 64-bit, Microsoft SQL Server 2016 SP 2, 2017, or 2019 (Standard or OPEN DISCOVERY)

Total Combined Disk IOPS: Minimum 2000 / Recommended 3000

Latency: 99.9% below 20ms or less

OS – 100 GB

Database – 500 GB or higher

TempDB – 50 GB or higher

Logs – 150 GB or higher

Web Server / File Upload Service/
Authorization3, 4
4 8 6 12

Microsoft Windows Server 2016 64-bit, Microsoft IIS version 7.0, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Analytics & dtSearch Server (50% capacity) 12 32 12 96

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

IPRO Management Components5 (Review Admin, Controller Queue Manager, Integration, Redis) 4 8 4 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Windows Page File - Manually configure to 2x RAM total

Note: Storage/File Server: Processing data shares should be able to deliver at least 1000 IOPS for each streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.

Scalable Processing Pool

IPRO COMPONENT CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
Processing Worker(s)6, 7 4 8 6 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

QC8 2 4 2 4

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

Job Manager Agent9

6

12

8

16

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Live EDA Core

Note: For NetGovern server requirements, see Archive Server Requirements and Storage and Index Server Requirements and Storage.

SERVER ROLE CPU RAM REQUIREMENTS
Master and Worker Node 4 8

Microsoft Windows Server 2016 or 2019 64-bit. Pre-Installed on virtual machine (VM).

OS - 250 GB - For OS, Applications, Temp and Swap Space. VM is delivered with this volume, thin-provisioned.

See the following details for additional Storage Requirements for Archives, Attachments, and Audit files

Virtual Machine Requirements

VMWare

- ESX 5.5 or higher

- Vmotion supported

- VMFS (RDM not required, but suggested for better performance)

Disk caching on disk array

- Thin provisioning supported; thick is suggested on

Hyper-V

- Hyper-V Server 2016 or later

- Disk caching on disk array

Index Server10 8 32

Centos 7.6 or higher

OS - 250 on local disk for OS, Applications and Swap space (Must come already thin-provisioned with the VM)

Index storage - Adequate attached storage for indexes.

Fiber Channel (FC) connection to a SAN is recommended.

iSCSI connections are supported, but performance cannot be guaranteed.

Virtual Machine Requirements

VMWare

ESX 5.5 or higher

Vmotion supported

Thin provisioning supported; thick is suggested

VMFS (RDM not required, but suggested for better performance)

Disk caching on disk array

Hyper-V

Hyper-V Server 2012 or later(Hyper-V 2012 R2 recommended)

Thin provisioning supported; thick is suggested

Disk caching on disk array

Public API Gateway

Product Prerequisite
Public API Gateway

Footnotes:

1 Provision disks and configure OS & SQL Server settings according to SQL Server Best Practices. For additional details about SQL Server data disk performance, see the "Disk Performance" section of this document.

2 SQL Growth Factors - Environments will benefit from a SQL Server with more cores/RAM/faster storage (IOPS). Processing and Review functions can be split with an additional SQL Server (separate Processing SQL Server and Review SQL Server).

3 .Wildcard SSL Certificate is preferred.

4 English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

5Additional machines hosting Review Admin and/or Controller may be provisioned as desired. Each machine requires 4 CPU/8GB RAM.

6 The number of eCapture Worker machines is based on the licensing purchased. Additional worker machines beyond available licenses are beneficial during Review productions.

7 All workers in the environment must be configured to prevent Remote Desktop printer redirection. The option "Do not allow client printer redirection" policy setting must be enabled. This can be accomplished through the system’s registry or the group policy (GPO) settings for that environment. Additional information to configure printer redirection settings can be found on Microsoft’s website https://technet.microsoft.com/en-us/library. Once changes have been applied, please reboot all workers. English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

8 QC can be installed on as many machines as desired, as QC has no licensing cost associated with it.

9 For busier environments, additional Job Manager Agents (JMAs) can be provisioned. Additional CPU/RAM may be added to JMAs; settings changes in SQL are required to make use of these increased resources. All JMAs should be configured with the same CPU/RAM total.

10 A single index is sufficient for deployments of 4,000 users or fewer. For larger deployments, please contact your NetGovern representative for sizing recommendations.

Live EDA Storage Requirements

Note: For NetGovern storage requirements, see Archive Server Requirements and Storage and Index Server Requirements and Storage.

Archives

  • Adequate local or attached storage for archived messages is required.

  • Messages are stored in XML format, accounting for approximately 20% of the total mailbox size.

  • Archives have a read/write profile of 5/95, an expected performance of 500 IOPS for both random read and write, with a recommend block size of 4K.

  • Archives do not change once written, so they can be stored on read/write media or a WORM device.

Attachments

  • Adequate local or attached storage for archived attachments is required.

  • Attachments are stored in their native format, accounting for approximately 80% of the total mailbox size.

  • Attachments do not change once written, so they can be stored on read/write media or a WORM device.

Audit

  • Adequate local or attached storage for audit files is required.

  • Size of audit files requires approximately 15% the amount of archived data (e.g., 1 TB of archives would mean 150 GB of audit files).

  • Audit files are very small in size. Recommended block size of storage device is 2K.

  • Audit files track all operation on archive data and need to be updated, so they cannot be written to a WORM device.

Important Considerations for Virtual Machines

The following important considerations for VMs are:

  • Do not over-schedule CPU resources, as this can significantly degrade performance.
  • Always assign Workers RAM as static.

Note: Dynamic RAM can be used on other VMs, but total usage on the VM host should be tracked closely.

Important Considerations for SQL Collation

  • Our OPEN DISCOVERY applications are designed to work with a specific SQL collation "SQL_Latin1_General_CP1_CI_AS", which is the default value for the OS locale "English (United States)". For our clients outside of the US or who have datacenters outside of the US, this default collation may show as "Latin1_General_CI_AS". This difference in collation can result in misinterpretation and/or false conversion of the data written to SQL, with SQL errors that confirm an existing collation conflict.
  • To avoid a conflict between the SQL collation being used for the OS locale "English (United States)" and the SQL collation being used for our clients outside the US or who have datacenters outside the US, we recommend that all SQL instances hosting our OPEN DISCOVERY databases are built using the OS locale "English (United States)" collation value “SQL_Latin1_General_CP1_CI_AS”.
  • For more information about SQL collation, see Microsoft's official webpage.

Other Considerations

  • If you plan to have reviewers connect from outside your private network (intranet, WAN, etc.), it is recommended that you install the IIS server on a separate machine in your DMZ so that you minimize the risk of exposing internal data.

  • Having Worker VMs in excess of worker licenses can be a benefit in high-throughput environments, especially when producing from Review.

Disk Performance

  • SQL requires high-performance storage:
    • Any cited IOPS requirements indicates a combined total across all MDF, LDF, and TempDB disks when under high simultaneous load (such as heavy diskspd tests).
    • Use DAS or SAN for storage, depending on the environment. Target latency should be sub-20ms in the 3-nines category on diskspd tests.
    • When possible, use separate LUNs for MDF and LDF. Ideally, TempDB will also be on a separate LUN from these volumes. Minimize other high-demand applications using these same LUNs.
    • SSD is preferred over platter media.
    • NAS should always be avoided as this typically leads to unacceptable latency (typically 150ms+ at 3-nines) even with high performance disks.
  • Project/Client/Case data storage is less demanding:
    • Processing data shares should be able to deliver at least 1000 IOPS per streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.
    • Review cases should be located on fast storage for large and/or priority cases, to ensure performance when retrieving images/natives (also see the Eclipse Web server details that follow), performing IPRO Analytics jobs, searching indexed data, or rebuilding indexes. Slower storage may be used for inactive and/or low-priority cases.
  • Most discrete components do not heavily use local storage and can function acceptably with slower-performing local storage. Components that benefit from faster local storage include:

    • IPRO Review (for rendering documents and images, executing large API tasks, and certain reporting operations). The lowest possible disk latency is preferred.
    • Processing Workers, in some situations, will use local storage for archive extraction and some processing tasks. This typically occurs only in a fallback scenario. Faster processing data storage will show more performance improvement than faster local disks on Workers.
    • IPRO Review Agents occasionally use local disk space, but primarily use the network share where case data is located. Faster case data storage will show more performance improvement than faster local disk on Agents.

Notes on Using a DMZ

If using a DMZ, the following traffic must be allowed to all internal IPRO servers:

SMB (139,445)

SQL (1433) (only needs to reach SQL Server(s) hosting IPRO software)

LDAP (multiple ports)

discovery ][ Enterprise 2022.10.0 Software Prerequisites

The following is the list of software that must be installed on the machine before OPEN DISCOVERY 2022.10.0 products are installed.

Note: OPEN DISCOVERY requires that the SQL Server common language runtime (CLR) integration feature be enabled. For more information, see https://docs.microsoft.com/en-us/dotnet/framework/data/adonet/sql/introduction-to-sql-server-clr-integration or similar resources on the internet.

Product Version Prerequisite
Installer Pro 1.2
EASE 2022.10.0  
SQL Generator 6.0  
OPEN DISCOVERY 2022.10.0
  • Ensure SQL Server is available Ensure IIS is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime
IPRO Processing 2022.10.0
  • Ensure SQL Server is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • MS Office 2016 32-bit
  • Lotus Notes
  • Lotus Notes 9.0.1 FP 10. (if processing Lotus Notes files)
  • Adobe PDF Reader

Recommended:

  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime

Additional QC Machines:

  • Programs required to reprocess naively, example: CAD Software
Other 2022.10.0

IIS Server Roles (Web Server ONLY):

  • Common HTTP Features:
    • Default Documents
    • Directory Browsing - Iffy on if this is required
    • HTTP Errors
    • Static Content
    • HTTP Redirection
  • Health and Diagnostic:
    • HTTP Logging
  • Performance:
    • Static Content Compression
    • Dynamic Content Compression
      (Important: Highly NOT Recommended)
  • Security:
    • Request Filtering
  • Application Development:
    • .NET Extensibility 3.5
    • .NET Extensibility 4.6
    • Application initialization
    • ASP .Net 3.5
    • ASP .Net 4.6CGI
    • ISAP Extensions
    • ISAPI Filters
  • IIS Management Tools:
    • IIS Management Console

    Note: For machines that are on–cloud or on–prem, download the URL Rewrite extension from the following link: URL Rewrite: The Official Microsoft IIS Site and install it on the IIS machine. We can start adding this install to IIS machines before upgrade if we want to get ahead of it for our cloud customers.

OPEN DISCOVERY 2022.10.0 Network Diagram

OPEN DISCOVERY 2022.10.0 Network Ports Requirements

The following is a list of the ports that must be open between components/machines to ensure that the OPEN DISCOVERY products work properly.

Authorization

Name Type Service Port Inbound Outbound Description/Service
Auth Service * Service 9800 9800 443 IPRO Authorization Server
Auth Manager Application     9800 IPRO Authorization Manager

* Allow for configurable ports

Platform

Name Type Service Port Inbound Outbound Description/Service
InstallerPro Application 8089 8089 8089 IPRO Installation package manager
Redis * Service 6379 6379   In-memory datastore
Platform Web * Web Service ADD Web ADD Web Redis  

Platform Web API *

Web Service

ADD Web

ADD Web

Identity, SQL, Redis

 

System Events *

Web Service

ADD Web

ADD Web

Identity, SQL

 

Identity *

Web Service

ADD Web

ADD Web

SQL (Default 1433)

Internet 443 (SSO)

 

Job Manager Agent *

Service

N/A

 

ADD Service, Redis, Identity,
SQL (Default 1433)

 

* Allow for configurable ports

OPEN DISCOVERYAdmin

Name Type Service Port Inbound Outbound Description/Service
ADD Services * Web Service Usually 8443 for SSL or 1124 for internal ADD Web 9800,
SQL (Default 1433)
ADD Service Site

ADD Web *

Web Service

Usually 4443 for SSL or 1125 for internal

ADD Web

ADD Service,
SQL (Default 1433),

9000

ADD Web Site

File Upload Server

Service

9000

ADD Service

 

IPRO File Upload Service

* Allow for configurable ports

OPEN DISCOVERY Review

Name Type Service Port Inbound Outbound Description/Service
IPRO Eclipse Service * Web Service Usually 443 or 80 for internal 1433, 5100, 51001, 5150, 8080, 8732, 10900, 50000 SQL (Default 1433), 5100, 51001, 5150, 8080, 8732, 10900, 50000 Eclipse Web Site
Eclipse Chart App Pool Same as
Eclipse Web
  Eclipse Web Port Binds to the same port as Eclipse Web

Admin

Application

 

8732

SQL (Default 1433), 8080, ADD Service

Eclipse Admin Application

dtSearch Service

Service

5100

5100

 

dtService Service

Content Analyst

Service

8080

8080

SQL (Default 1433)

Content Analyst (CAAT)

IPRO Analytics

Service

10900

10900, 50000

SQL (Default 1433) 10900,50000

IPRO Analytics Service

* Allow for configurable ports

OPEN DISCOVERY Processing

Name Type Service Port Inbound Outbound Description/Service
Controller* Application   51001, 5150, 5160, 1433, 9800 ADD Service, 9800, 1433, Identity eCapture Controller
Queue Manager Application   ADD Service, 1433 ADD Service,
SQL (Default 1433), Identity
eCapture Queue Manager

Integration Service

Service

5150, 5160, 51001

ADD Service,1433,

5150, 5160, 51001

ADD Service,
SQL (Default 1433), Identity

IPRO Integration Service

File Mounting Service

Service

51205

 

ADD Service, Identity

File Mounting Service

Worker

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture Worker Application

QC

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture QC Application

Relativity (Optional)

Service

40100

40100

 

IPRO Relativity Service

Configuring Ports in the Firewall

Note: Configuring ports is generally outside scope of support and must be set up by the client.

OPEN DISCOVERYClosed 2021.9.0 System Requirements

OPEN DISCOVERY 2021.9.0 Review End User Minimum Requirements

OPEN DISCOVERY 2021.9.0 Minimum and Recommended Hardware Requirements

OPEN DISCOVERY 2021.9.0 Software Prerequisites

OPEN DISCOVERY 2021.9.0 Network Diagram

OPEN DISCOVERY 2021.9.0 Network Ports Requirements

 

This information in this section applies to the following OPEN DISCOVERY products and versions:

OPEN DISCOVERY 2021.9.0

The following specifications are a general outline for a typical environment that can be deployed in either a physical or virtual environment. Faster processors and larger amounts of physical memory (RAM) are always a benefit. Network connectivity, network traffic, database size, storage speed, and other factors may impact performance.

OPEN DISCOVERY 2021.9.0 uses the following technologies:

  • Microsoft Windows Server

  • Microsoft SQL Server 2016 SP2, 2017, or 2019 (Standard or OPEN DISCOVERY). Make sure the latest CUs are installed.

  • Microsoft IIS Server

  • Microsoft .NET Core 3.1 or later

  • Microsoft .NET Framework 4.8 or later
  • Microsoft Office Standard Edition

  • IBM Notes

OPEN DISCOVERY 2021.9.0 Review End User Minimum Requirements

The following specifications are a general outline for a typical environment that can be deployed in either a physical or a virtual environment. Faster processors and larger amounts of physical memory (RAM) is always a benefit. Network connectivity, network traffic, database size, storage speed and other factors may affect performance.

  • CPU 1 Core / 2.4 GHz or higher
  • RAM 2 GB or higher
  • OS Microsoft® Windows® 10 or Server 2016
  • Software .NET Framework 4.8
  • Browsers: Chrome, Microsoft Edge (Chromium Release 79), Firefox, Safari
  • Monitor Minimum screen resolution should be set to minimum 1280x1024.

OPEN DISCOVERY 2021.9.0 Minimum and Recommended Hardware Requirements

The following tables illustrate IPRO’s recommended deployment configuration (1-3 Streaming \ 25 users). If you are deploying additional deployment licenses, please contact Support for a hardware consultation call to review additional requirements. This ensures that all components contact the proper resources, and that components will not conflict with each other.

Note: Each item listed under "Server Role" or "IPRO Component" is intended to be a distinct machine. Modifications to this configuration are not recommended.

Please see the footnotes for additional information. For more detailed hardware questions and customization, please contact IPRO Support.

Administrative Core

SERVER ROLE CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
SQL Server1, 2 8 32 12 32

Microsoft Windows Server 2016 64-bit, Microsoft SQL Server 2016 SP 2, 2017, or 2019 (Standard or OPEN DISCOVERY)

Total Combined Disk IOPS: Minimum 2000 / Recommended 3000

Latency: 99.9% below 20ms or less

OS – 100 GB

Database – 500 GB or higher

TempDB – 50 GB or higher

Logs – 150 GB or higher

Web Server / File Upload Service/
Authorization3, 4
4 8 6 12

Microsoft Windows Server 2016 64-bit, Microsoft IIS version 7.0, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Analytics & dtSearch Server (50% capacity) 12 32 12 96

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

IPRO Management Components5 (Review Admin, Controller Queue Manager, Integration, Redis) 4 8 4 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Windows Page File - Manually configure to 2x RAM total

Note: Storage/File Server: Processing data shares should be able to deliver at least 1000 IOPS for each streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.

Scalable Processing Pool

IPRO COMPONENT CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
Processing Worker(s)6, 7 4 8 6 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

QC8 2 4 2 4

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

Job Manager Agent9

6

12

8

16

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Live EDA Core

Note: For NetGovern server requirements, see Archive Server Requirements and Storage and Index Server Requirements and Storage.

SERVER ROLE CPU RAM REQUIREMENTS
Master and Worker Node 4 8

Microsoft Windows Server 2016 or 2019 64-bit. Pre-Installed on virtual machine (VM).

OS - 250 GB - For OS, Applications, Temp and Swap Space. VM is delivered with this volume, thin-provisioned.

See the following details for additional Storage Requirements for Archives, Attachments, and Audit files

Virtual Machine Requirements

VMWare

- ESX 5.5 or higher

- Vmotion supported

- VMFS (RDM not required, but suggested for better performance)

Disk caching on disk array

- Thin provisioning supported; thick is suggested on

Hyper-V

- Hyper-V Server 2016 or later

- Disk caching on disk array

Index Server10 8 32

Centos 7.6 or higher

OS - 250 on local disk for OS, Applications and Swap space (Must come already thin-provisioned with the VM)

Index storage - Adequate attached storage for indexes.

Fiber Channel (FC) connection to a SAN is recommended.

iSCSI connections are supported, but performance cannot be guaranteed.

Virtual Machine Requirements

VMWare

ESX 5.5 or higher

Vmotion supported

Thin provisioning supported; thick is suggested

VMFS (RDM not required, but suggested for better performance)

Disk caching on disk array

Hyper-V

Hyper-V Server 2012 or later(Hyper-V 2012 R2 recommended)

Thin provisioning supported; thick is suggested

Disk caching on disk array

Footnotes:

1 Provision disks and configure OS & SQL Server settings according to SQL Server Best Practices. For additional details about SQL Server data disk performance, see the "Disk Performance" section of this document.

2 SQL Growth Factors - Environments will benefit from a SQL Server with more cores/RAM/faster storage (IOPS). Processing and Review functions can be split with an additional SQL Server (separate Processing SQL Server and Review SQL Server).

3 .Wildcard SSL Certificate is preferred.

4 English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

5Additional machines hosting Review Admin and/or Controller may be provisioned as desired. Each machine requires 4 CPU/8GB RAM.

6 The number of eCapture Worker machines is based on the licensing purchased. Additional worker machines beyond available licenses are beneficial during Review productions.

7 All workers in the environment must be configured to prevent Remote Desktop printer redirection. The option "Do not allow client printer redirection" policy setting must be enabled. This can be accomplished through the system’s registry or the group policy (GPO) settings for that environment. Additional information to configure printer redirection settings can be found on Microsoft’s website https://technet.microsoft.com/en-us/library. Once changes have been applied, please reboot all workers. English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

8 QC can be installed on as many machines as desired, as QC has no licensing cost associated with it.

9 For busier environments, additional Job Manager Agents (JMAs) can be provisioned. Additional CPU/RAM may be added to JMAs; settings changes in SQL are required to make use of these increased resources. All JMAs should be configured with the same CPU/RAM total.

10 A single index is sufficient for deployments of 4,000 users or fewer. For larger deployments, please contact your NetGovern representative for sizing recommendations.

Live EDA Storage Requirements

Note: For NetGovern storage requirements, see Archive Server Requirements and Storage and Index Server Requirements and Storage.

Archives

  • Adequate local or attached storage for archived messages is required.

  • Messages are stored in XML format, accounting for approximately 20% of the total mailbox size.

  • Archives have a read/write profile of 5/95, an expected performance of 500 IOPS for both random read and write, with a recommend block size of 4K.

  • Archives do not change once written, so they can be stored on read/write media or a WORM device.

Attachments

  • Adequate local or attached storage for archived attachments is required.

  • Attachments are stored in their native format, accounting for approximately 80% of the total mailbox size.

  • Attachments do not change once written, so they can be stored on read/write media or a WORM device.

Audit

  • Adequate local or attached storage for audit files is required.

  • Size of audit files requires approximately 15% the amount of archived data (e.g., 1 TB of archives would mean 150 GB of audit files).

  • Audit files are very small in size. Recommended block size of storage device is 2K.

  • Audit files track all operation on archive data and need to be updated, so they cannot be written to a WORM device.

Important Considerations for Virtual Machines

The following important considerations for VMs are:

  • Do not over-schedule CPU resources, as this can significantly degrade performance.
  • Always assign Workers RAM as static.

Note: Dynamic RAM can be used on other VMs, but total usage on the VM host should be tracked closely.

Important Considerations for SQL Collation

  • Our OPEN DISCOVERY applications are designed to work with a specific SQL collation "SQL_Latin1_General_CP1_CI_AS", which is the default value for the OS locale "English (United States)". For our clients outside of the US or who have datacenters outside of the US, this default collation may show as "Latin1_General_CI_AS". This difference in collation can result in misinterpretation and/or false conversion of the data written to SQL, with SQL errors that confirm an existing collation conflict.
  • To avoid a conflict between the SQL collation being used for the OS locale "English (United States)" and the SQL collation being used for our clients outside the US or who have datacenters outside the US, we recommend that all SQL instances hosting our OPEN DISCOVERY databases are built using the OS locale "English (United States)" collation value “SQL_Latin1_General_CP1_CI_AS”.
  • For more information about SQL collation, see Microsoft's official webpage.

Other Considerations

  • If you plan to have reviewers connect from outside your private network (intranet, WAN, etc.), it is recommended that you install the IIS server on a separate machine in your DMZ so that you minimize the risk of exposing internal data.

  • Having Worker VMs in excess of worker licenses can be a benefit in high-throughput environments, especially when producing from Review.

Disk Performance

  • SQL requires high-performance storage:
    • Any cited IOPS requirements indicates a combined total across all MDF, LDF, and TempDB disks when under high simultaneous load (such as heavy diskspd tests).
    • Use DAS or SAN for storage, depending on the environment. Target latency should be sub-20ms in the 3-nines category on diskspd tests.
    • When possible, use separate LUNs for MDF and LDF. Ideally, TempDB will also be on a separate LUN from these volumes. Minimize other high-demand applications using these same LUNs.
    • SSD is preferred over platter media.
    • NAS should always be avoided as this typically leads to unacceptable latency (typically 150ms+ at 3-nines) even with high performance disks.
  • Project/Client/Case data storage is less demanding:
    • Processing data shares should be able to deliver at least 1000 IOPS per streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.
    • Review cases should be located on fast storage for large and/or priority cases, to ensure performance when retrieving images/natives (also see the Eclipse Web server details that follow), performing IPRO Analytics jobs, searching indexed data, or rebuilding indexes. Slower storage may be used for inactive and/or low-priority cases.
  • Most discrete components do not heavily use local storage and can function acceptably with slower-performing local storage. Components that benefit from faster local storage include:

    • IPRO Review (for rendering documents and images, executing large API tasks, and certain reporting operations). The lowest possible disk latency is preferred.
    • Processing Workers, in some situations, will use local storage for archive extraction and some processing tasks. This typically occurs only in a fallback scenario. Faster processing data storage will show more performance improvement than faster local disks on Workers.
    • IPRO Review Agents occasionally use local disk space, but primarily use the network share where case data is located. Faster case data storage will show more performance improvement than faster local disk on Agents.

Notes on Using a DMZ

If using a DMZ, the following traffic must be allowed to all internal IPRO servers:

SMB (139,445)

SQL (1433) (only needs to reach SQL Server(s) hosting IPRO software)

LDAP (multiple ports)

OPEN DISCOVERY 2021.9.0 Software Prerequisites

The following is the list of software that must be installed on the machine before OPEN DISCOVERY 2021.9.0 products are installed.

Note: OPEN DISCOVERY requires that the SQL Server common language runtime (CLR) integration feature be enabled. For more information, see https://docs.microsoft.com/en-us/dotnet/framework/data/adonet/sql/introduction-to-sql-server-clr-integration or similar resources on the internet.

Product Version Prerequisite
Installer Pro 1.2
EASE 2021.9.0  
SQL Generator 6.0  
OPEN DISCOVERY 2021.9.0
  • Ensure SQL Server is available Ensure IIS is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime
IPRO Processing 2021.9.0
  • Ensure SQL Server is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • MS Office 2016 32-bit
  • Lotus Notes
  • Lotus Notes 9.0.1 FP 10. (if processing Lotus Notes files)
  • Adobe PDF Reader

Recommended:

  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime

Additional QC Machines:

  • Programs required to reprocess naively, example: CAD Software
Other 2021.9.0

IIS Server Roles (Web Server ONLY):

  • Common HTTP Features:
    • Default Documents
    • Directory Browsing - Iffy on if this is required
    • HTTP Errors
    • Static Content
    • HTTP Redirection
  • Health and Diagnostic:
    • HTTP Logging
  • Performance:
    • Static Content Compression
    • Dynamic Content Compression
      (Important: Highly NOT Recommended)
  • Security:
    • Request Filtering
  • Application Development:
    • .NET Extensibility 3.5
    • .NET Extensibility 4.6
    • Application initialization
    • ASP .Net 3.5
    • ASP .Net 4.6CGI
    • ISAP Extensions
    • ISAPI Filters
  • IIS Management Tools:
    • IIS Management Console

    Note: For machines that are on–cloud or on–prem, download the URL Rewrite extension from the following link: URL Rewrite: The Official Microsoft IIS Site and install it on the IIS machine. We can start adding this install to IIS machines before upgrade if we want to get ahead of it for our cloud customers.

OPEN DISCOVERY 2021.9.0 Network Diagram

OPEN DISCOVERY 2021.9.0 Network Ports Requirements

The following is a list of the ports that must be open between components/machines to ensure that the OPEN DISCOVERY products work properly.

Authorization

Name Type Service Port Inbound Outbound Description/Service
Auth Service * Service 9800 9800 443 IPRO Authorization Server
Auth Manager Application     9800 IPRO Authorization Manager

* Allow for configurable ports

Platform

Name Type Service Port Inbound Outbound Description/Service
InstallerPro Application 8089 8089 8089 IPRO Installation package manager
Redis * Service 6379 6379   In-memory datastore
Platform Web * Web Service ADD Web ADD Web Redis  

Platform Web API *

Web Service

ADD Web

ADD Web

Identity, SQL, Redis

 

System Events *

Web Service

ADD Web

ADD Web

Identity, SQL

 

Identity *

Web Service

ADD Web

ADD Web

SQL (Default 1433)

Internet 443 (SSO)

 

Job Manager Agent *

Service

N/A

 

ADD Service, Redis, Identity,
SQL (Default 1433)

 

* Allow for configurable ports

OPEN DISCOVERYAdmin

Name Type Service Port Inbound Outbound Description/Service
ADD Services * Web Service Usually 8443 for SSL or 1124 for internal ADD Web 9800,
SQL (Default 1433)
ADD Service Site

ADD Web *

Web Service

Usually 4443 for SSL or 1125 for internal

ADD Web

ADD Service,
SQL (Default 1433),

9000

ADD Web Site

File Upload Server

Service

9000

ADD Service

 

IPRO File Upload Service

* Allow for configurable ports

OPEN DISCOVERY Review

Name Type Service Port Inbound Outbound Description/Service
IPRO Eclipse Service * Web Service Usually 443 or 80 for internal 1433, 5100, 51001, 5150, 8080, 8732, 10900, 50000 SQL (Default 1433), 5100, 51001, 5150, 8080, 8732, 10900, 50000 Eclipse Web Site
Eclipse Chart App Pool Same as
Eclipse Web
  Eclipse Web Port Binds to the same port as Eclipse Web

Admin

Application

 

8732

SQL (Default 1433), 8080, ADD Service

Eclipse Admin Application

dtSearch Service

Service

5100

5100

 

dtService Service

Content Analyst

Service

8080

8080

SQL (Default 1433)

Content Analyst (CAAT)

IPRO Analytics

Service

10900

10900, 50000

SQL (Default 1433) 10900,50000

IPRO Analytics Service

* Allow for configurable ports

OPEN DISCOVERY Processing

Name Type Service Port Inbound Outbound Description/Service
Controller* Application   51001, 5150, 5160, 1433, 9800 ADD Service, 9800, 1433, Identity eCapture Controller
Queue Manager Application   ADD Service, 1433 ADD Service,
SQL (Default 1433), Identity
eCapture Queue Manager

Integration Service

Service

5150, 5160, 51001

ADD Service,1433,

5150, 5160, 51001

ADD Service,
SQL (Default 1433), Identity

IPRO Integration Service

File Mounting Service

Service

51205

 

ADD Service, Identity

File Mounting Service

Worker

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture Worker Application

QC

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture QC Application

Relativity (Optional)

Service

40100

40100

 

IPRO Relativity Service

Configuring Ports in the Firewall

Note: Configuring ports is generally outside scope of support and must be set up by the client.

OPEN DISCOVERYClosed 2020.8.0 System Requirements

OPEN DISCOVERY 2020.8.0 Review End User Minimum Requirements

OPEN DISCOVERY 2020.8.0 Minimum and Recommended Hardware Requirements

OPEN DISCOVERY 2020.8.0 Network Diagram

discovery ][ Enterprise 2022.10.0 Software Prerequisites

OPEN DISCOVERY 2020.8.0 Network Ports Requirements

 

This information in this section applies to the following OPEN DISCOVERY products and versions:

  • OPEN DISCOVERY 2020.8.0

  • OPEN DISCOVERY Processing 2020.8.0

  • Eclipse® by IPRO 2020.8.0

The following specifications are a general outline for a typical environment that can be deployed in either a physical or virtual environment. Faster processors and larger amounts of physical memory (RAM) are always a benefit. Network connectivity, network traffic, database size, storage speed, and other factors may impact performance.

OPEN DISCOVERY 2020.8.0 uses the following technologies:

  • Microsoft Windows Server

  • Microsoft SQL Server 2016 SP2 (Standard or OPEN DISCOVERY) or later. Make sure the latest CUs are installed.

  • Microsoft IIS Server

  • Microsoft .NET Core 3.1 or later

  • Microsoft .NET Framework 4.8 or later
  • Microsoft Office Standard Edition

  • IBM Notes

OPEN DISCOVERY 2020.8.0 Review End User Minimum Requirements

The following specifications are a general outline for a typical environment that can be deployed in either a physical or a virtual environment. Faster processors and larger amounts of physical memory (RAM) is always a benefit. Network connectivity, network traffic, database size, storage speed and other factors may affect performance.

  • CPU 1 Core / 2.4 GHz or higher
  • RAM 2 GB or higher
  • OS Microsoft® Windows® 10 or Server 2016
  • Software .NET Framework 4.8
  • Browsers: Chrome, Microsoft Edge (Chromium Release 79), Firefox, Safari
  • Monitor Minimum screen resolution should be set to minimum 1280x1024.

OPEN DISCOVERY 2020.8.0 Minimum and Recommended Hardware Requirements

The following tables illustrate IPRO's recommended deployment configuration. This ensures that all components contain the proper resources, and that components will not conflict with each other.

Note: Modifications to this configuration are not recommended.

Please see the footnotes for additional information. For more detailed hardware questions and customization, please contact IPRO Support.

Administrative Core

SERVER ROLE CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
SQL Server1, 2 8 32 12 32

Microsoft Windows Server 2016 64-bit, Microsoft SQL Server 2016 SP 2 (Standard or OPEN DISCOVERY)

Total Combined Disk IOPS: Minimum 2000 / Recommended 3000

Latency: 99.9% below 20ms or less

OS – 100 GB

Database – 500 GB or higher

TempDB – 50 GB or higher

Logs – 150 GB or higher

Web Server / File Upload Service/
Authorization3, 4
4 8 6 12

Microsoft Windows Server 2016 64-bit, Microsoft IIS version 7.0, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

IPRO Review Components5 (Admin, dtSearch, Agents6, Scheduler)
12 24 16 32

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 250 GB or higher)

Analytics Server7 8 8 12 16

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

IPRO Processing Components8 (Controller Queue Manager, Integration, Redis) 4 8 4 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Windows Page File - Manually configure to 2x RAM total

Note: Storage/File Server: Processing data shares should be able to deliver at least 1000 IOPS for each streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.

Scalable Processing Pool

IPRO COMPONENT CPU(MIN) RAM(MIN) CPU(RECMD) RAM(RECMD) REQUIREMENTS
Processing Worker(s)9, 10 4 8 4 8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

QC11 2 4 2 4

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

Microsoft Office 2016 32-bit, IBM Notes 8.5.2 or 9.0.1 FP10

OS – 100 GB

Job Manager Agent12

4

8

4

8

Microsoft Windows Server 2016 64-bit, .NET Core 3.1 or later, and .NET Framework 4.8 or later

OS – 100 GB

Footnotes:

1 Provision disks and configure OS & SQL Server settings according to SQL Server Best Practices. For additional details about SQL Server data disk performance, see the "Disk Performance" section of this document.

2 SQL Growth Factors - Environments will benefit from a SQL Server with more cores/RAM/faster storage (IOPS). Processing and Review functions can be split with an additional SQL Server (separate Processing SQL Server and Review SQL Server).

3 .Wildcard SSL Certificate is preferred.

4 English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

5 Additional Review management machines hosting only Admin may be provisioned if desired and require 2 CPU / 4GB RAM.

6IPRO Review Agents require 1 CPU / 2GB RAM and are not licensed. Minimum Agent count is 3. Recommended IPRO Review Agent count is 5. For larger environments, a server hosting additional Agents may be deployed.

7Analytics Server is optional, but required if planning to use/run analytics features (email threading, near duplicates, and so on.).

8 Additional Controller machines may be deployed for Processing management, if desired. Each additional Controller machine requires 4 CPU / 8GB RAM.

9 The number of eCapture Worker machines is based on the licensing purchased. Additional worker machines beyond available licenses are beneficial during Review productions.

10 All workers in the environment must be configured to prevent Remote Desktop printer redirection. The option "Do not allow client printer redirection" policy setting must be enabled. This can be accomplished through the system’s registry or the group policy (GPO) settings for that environment. Additional information to configure printer redirection settings can be found on Microsoft’s website https://technet.microsoft.com/en-us/library. Once changes have been applied, please reboot all workers. English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

11 QC can be installed on as many machines as desired, as QC has no licensing cost associated with it.

12 Typical environments require one Job Manager Agent.

Important Considerations for Virtual Machines

The following important considerations for VMs are:

  • Do not over-schedule CPU resources, as this can significantly degrade performance.
  • Always assign Workers RAM as static.

Note: Dynamic RAM can be used on other VMs, but total usage on the VM host should be tracked closely.

Important Considerations for SQL Collation

  • Our OPEN DISCOVERY applications are designed to work with a specific SQL collation "SQL_Latin1_General_CP1_CI_AS", which is the default value for the OS locale "English (United States)". For our clients outside of the US or who have datacenters outside of the US, this default collation may show as "Latin1_General_CI_AS". This difference in collation can result in misinterpretation and/or false conversion of the data written to SQL, with SQL errors that confirm an existing collation conflict.
  • To avoid a conflict between the SQL collation being used for the OS locale "English (United States)" and the SQL collation being used for our clients outside the US or who have datacenters outside the US, we recommend that all SQL instances hosting our OPEN DISCOVERY databases are built using the OS locale "English (United States)" collation value “SQL_Latin1_General_CP1_CI_AS”.
  • For more information about SQL collation, see Microsoft's official webpage.

Other Considerations

  • If you plan to have reviewers connect from outside your private network (intranet, WAN, etc.), it is recommended that you install the IIS server on a separate machine in your DMZ so that you minimize the risk of exposing internal data.

  • Having Worker VMs in excess of worker licenses can be a benefit in high-throughput environments, especially when producing from Review.

Disk Performance

  • SQL requires high-performance storage:
    • Any cited IOPS requirements indicates a combined total across all MDF, LDF, and TempDB disks when under high simultaneous load (such as heavy diskspd tests).
    • Use DAS or SAN for storage, depending on the environment. Target latency should be sub-20ms in the 3-nines category on diskspd tests.
    • When possible, use separate LUNs for MDF and LDF. Ideally, TempDB will also be on a separate LUN from these volumes. Minimize other high-demand applications using these same LUNs.
    • SSD is preferred over platter media.
    • NAS should always be avoided as this typically leads to unacceptable latency (typically 150ms+ at 3-nines) even with high performance disks.
  • Project/Client/Case data storage is less demanding:
    • Processing data shares should be able to deliver at least 1000 IOPS per streaming worker license. If not using streaming workflow, use the fastest possible storage for Processing data.
    • Review cases should be located on fast storage for large and/or priority cases, to ensure performance when retrieving images/natives (also see the Eclipse Web server details that follow), performing IPRO Analytics jobs, searching indexed data, or rebuilding indexes. Slower storage may be used for inactive and/or low-priority cases.
  • Most discrete components do not heavily use local storage and can function acceptably with slower-performing local storage. Components that benefit from faster local storage include:

    • IPRO Review (for rendering documents and images, executing large API tasks, and certain reporting operations). The lowest possible disk latency is preferred.
    • Processing Workers, in some situations, will use local storage for archive extraction and some processing tasks. This typically occurs only in a fallback scenario. Faster processing data storage will show more performance improvement than faster local disks on Workers.
    • IPRO Review Agents occasionally use local disk space, but primarily use the network share where case data is located. Faster case data storage will show more performance improvement than faster local disk on Agents.

OPEN DISCOVERY 2020.8.0 Network Diagram

OPEN DISCOVERY 2020.8.0 Software Prerequisites

The following is the list of software that must be installed on the machine before OPEN DISCOVERY 2020.8.0 products are installed.

Note: OPEN DISCOVERY requires that the SQL Server common language runtime (CLR) integration feature be enabled. For more information, see https://docs.microsoft.com/en-us/dotnet/framework/data/adonet/sql/introduction-to-sql-server-clr-integration or similar resources on the internet.

Product Version Prerequisite
Installer Pro 1.2
  • Ensure all users have modify access to
    C:\ProgramData\IPRO Tech\logs
  • User running InstallerPro must have Local Windows Administrator (Run as Administrator) rights
EASE 2020.8.0  
SQL Generator 6.0  
OPEN DISCOVERY 2020.8.0
  • Ensure SQL Server is available Ensure IIS is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime
IPRO Processing 2020.8.0
  • Ensure SQL Server is available
  • Ensure all users have modify access to C:\ProgramData\IPRO Tech\logs
  • MS Office 2016 32-bit
  • Lotus Notes
  • Lotus Notes 9.0.1 FP 10. (if processing Lotus Notes files)
  • Adobe PDF Reader

Recommended:

  • ApplicationServices prerequisite in InstallerPro, which contains:
    • ASP .NET Core 3.1 is installed: Hosting Bundle
    • Ensure .NET Framework 4.8 is installed: Runtime

Additional QC Machines:

  • Programs required to reprocess naively, example: CAD Software
Other 2020.8.0

IIS Server Roles (Web Server ONLY):

  • Common HTTP Features:
    • Default Documents
    • Directory Browsing - Iffy on if this is required
    • HTTP Errors
    • Static Content
    • HTTP Redirection
  • Health and Diagnostic:
    • HTTP Logging
  • Performance:
    • Static Content Compression
    • Dynamic Content Compression
      (Important: Highly NOT Recommended)
  • Security:
    • Request Filtering
  • Application Development:
    • .NET Extensibility 3.5
    • .NET Extensibility 4.6
    • Application initialization
    • ASP .Net 3.5
    • ASP .Net 4.6CGI
    • ISAP Extensions
    • ISAPI Filters
  • IIS Management Tools:
    • IIS Management Console

OPEN DISCOVERY 2020.8.0 Network Ports Requirements

The following is a list of the ports that must be open between components/machines to ensure that the OPEN DISCOVERY products work properly.

Authorization

Name Type Service Port Inbound Outbound Description/Service
Auth Service * Service 9800 9800 443 IPRO Authorization Server
Auth Manager Application     9800 IPRO Authorization Manager

* Allow for configurable ports

Platform

Name Type Service Port Inbound Outbound Description/Service
Redis * Service 6379 6379   In-memory datastore
Platform Web * Web Service ADD Web ADD Web Redis  

Platform Web API *

Web Service

ADD Web

ADD Web

Identity, SQL, Redis

 

System Events *

Web Service

ADD Web

ADD Web

Identity, SQL

 

Identity *

Web Service

ADD Web

ADD Web

SQL (Default 1433)

Internet 443 (SSO)

 

Job Manager Agent *

Service

N/A

 

ADD Service, Redis, Identity,
SQL (Default 1433)

 

* Allow for configurable ports

OPEN DISCOVERY Admin

Name Type Service Port Inbound Outbound Description/Service
ADD Services * Web Service Usually 8443 for SSL or 1124 for internal ADD Web 9800,
SQL (Default 1433)
ADD Service Site

ADD Web *

Web Service

Usually 4443 for SSL or 1125 for internal

ADD Web

ADD Service,
SQL (Default 1433),

9000

ADD Web Site

File Upload Server

Service

9000

ADD Service

 

IPRO File Upload Service

* Allow for configurable ports

OPEN DISCOVERY Review

Name Type Service Port Inbound Outbound Description/Service
IPRO Eclipse Service * Web Service Usually 443 or 80 for internal 1433, 50100, 51001, 5150, 8080, 8732, 10900, 50000 SQL (Default 1433), 50100, 51001, 5150, 8080, 8732, 10900, 50000 Eclipse Web Site
Eclipse Chart App Pool Same as
Eclipse Web
  Eclipse Web Port Binds to the same port as Eclipse Web

Admin

Application

 

8732

SQL (Default 1433), 8080, ADD Service

Eclipse Admin Application

dtSearch Service

Service

50100

50100

 

dtService Service

Scheduler Service

Service

8732

8732

ADD Service,
SQL (Default 1433)

IPRO Scheduler Service

Eclipse Agent Service

Service

8733

8733

SQL (Default 1433)

IPRO Eclipse Agent

Content Analyst

Service

8080

8080

SQL (Default 1433)

Content Analyst (CAAT)

IPRO Analytics

Service

10900

10900, 50000

SQL (Default 1433) 10900,50000

IPRO Analytics Service

* Allow for configurable ports

OPEN DISCOVERY Processing

Name Type Service Port Inbound Outbound Description/Service
Controller* Application   51001, 5150, 5160, 1433, 9800 ADD Service, 9800, 1433, Identity eCapture Controller
Queue Manager Application   ADD Service, 1433 ADD Service,
SQL (Default 1433), Identity
eCapture Queue Manager

Integration Service

Service

5150, 5160, 51001

ADD Service,1433,

5150, 5160, 51001

ADD Service,
SQL (Default 1433), Identity

IPRO Integration Service

File Mounting Service

Service

51205

 

ADD Service, Identity

File Mounting Service

Worker

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture Worker Application

QC

Application

   

ADD Service,
SQL (Default 1433), Identity

eCapture QC Application

Relativity (Optional)

Service

40100

40100

 

IPRO Relativity Service

Configuring Ports in the Firewall

Note: Configuring ports is generally outside scope of support and must be set up by the client.

OPEN DISCOVERYClosed 2019.7.0 System Requirements

OPEN DISCOVERY 2019.7.0 Processing Components

 

Web (iis) server* **

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows Server 2016 64-bit

Microsoft IIS version 7.0

Microsoft .NET Framework 4.7

Storage

OS – RAID1 (60 GB)

Security

Wildcard SSL Certificate

TLS 1.2

* System requirements listed above apply to the IIS Server used for OPEN DISCOVERY, Eclipse by IPRO, and License Authorization—as shown in the network diagram.

** English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

1) OPEN DISCOVERY Website, OPEN DISCOVERY Services, and Eclipse by IPRO (Web) are individual sites installed on the Web (IIS) Server in the DMZ. Wildcard SSL certificates are highly recommended for all new installations; however individual SSL certificates are supported. Note that when using SSL, you must have an outbound http connection to your identity provider.
2.) IIS Server properties include Internet Explorer Enhanced Security, which must be disabled for Eclipse by IPRO. For assistance, see this article or similar resources on the Internet.

SQL server* **

CPU

8 Cores / 2.4 GHz or higher

RAM

32 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows Server 2016 64-bit

Microsoft SQL Server 2016 SP 2 (Standard orOPEN DISCOVERY). Make sure the latest CUs are installed.

Note: OPEN DISCOVERY requires that the SQL Server common language runtime (CLR) integration feature be enabled. For more information, see https://docs.microsoft.com/en-us/dotnet/framework/data/adonet/sql/introduction-to-sql-server-clr-integration or similar resources on the internet.

Storage

OS – RAID1 (60 GB)

Database – RAID5 15K (500 GB or higher)

TempDB – RAID1+0 15K (50 GB or higher)

Logs – RAID1 or RAID1+0 15K (150 GB or higher)

Applies to SQL Servers used for OPEN DISCOVERY Processing 2018.5.0 or later.

Storage requirements are a function of the number of firm cases/matters, data processing, and velocity

authorization server

CPU

2 Cores / 3.0 GHz or higher

RAM

4 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows 10 64-bit

Microsoft Windows 7 64-bit

Microsoft Windows Server 2012 R2

Microsoft Windows Server 2008 R2 SP1

Microsoft .NET Framework 3.5 w/Service Pack 1

Storage

Any standard storage method (local storage with free space of at least 10 GB)

USB Port

Required if the Authorization Server does not have access to the Internet or if a usage-based version of an IPRO application will be used.

Ipro Review components (services)*

Eclipse by IPRO dtSearch**

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Eclipse by IPRO Scheduler Manager**

CPU

1 Core / 2.4 GHz or higher

RAM

2 GB or higher

Eclipse by IPRO Agent(s)**

CPU

2 Cores / 2.4 GHz or higher

 

2 GB or higher

Eclipse by IPRO Admin**

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Network: Gigabit Ethernet connection or higher

Software: Microsoft Windows Server 2016 64-bit, Microsoft .NET Framework 4.7

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Storage: OS – RAID1 10K+ (150 GB or higher)††

* Eclipse by IPRO components (services) listed above can be installed on a single shared resource as shown in network diagram or scaled across network resources provided each component is allocated the minimum CPU/RAM as specified. Multiple Eclipse by IPRO Agents can be installed on single OS for scalability.

**English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

Storage requirements are a function of the number of firm cases/matters, data processing, and velocity.

††Multiple agents per OS require an additional 25 GB per agent.

Eclipse by Ipro analytics

CPU

4 Cores / 2.4 GHz or higher

RAM

32 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows Server 2016 64-bit

Storage*

OS – RAID1 10K+ (60 GB)

Index Storage - RAID5 15K (>100 GB)

* The size of the storage depends on the number of records and data being indexed.

OPEN DISCOVERY 2019.7.0 Processing Components

Note: To receive the best output with Microsoft Office 2016, it is strongly recommended that you install the Arial Unicode MS font.

Controller--, queue manager* **

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows 7 or Windows 10 or Windows Server 2016 64-bit

Microsoft .NET Framework 4.6.1

Storage

OS – RAID1 10K+ (60 GB)

OPEN DISCOVERY worker*

CPU

4 Cores / 2.4 GHz or higher

RAM

8 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows 7 or Windows 10 or Windows Server 2016 64-bit

Microsoft .NET Framework 4.6.1

Microsoft Office 2016 32-bit (see note above)

IBM Notes 8.5.2 or 9.0.1 FP10

Microsoft Internet Explorer 11

Storage

OS – RAID1 (100 GB)

The option "Do not allow client printer redirection" policy setting must be enabled.

*English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

It is recommended to allocate minimum 60 GB of free disk space per Worker.

OPEN DISCOVERY processing qc**

CPU

2 Cores / 2.4 GHz or higher

RAM

4 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows 7 or Windows 10 or Windows Server 2016 64-bit

Microsoft .NET Framework 4.6.1

Microsoft Office 2016 32-bit (see note above)

IBM Notes 8.5.2 or 9.0.1 FP10

Microsoft Internet Explorer 11

Storage

OS – RAID1 (60 GB)

The option "Do not allow client printer redirection" policy setting must be enabled.

**English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

ipro integration service* **

CPU

2 Cores / 2.4 GHz or higher

RAM

4 GB or higher

Network

Gigabit Ethernet connection or higher

Software

Microsoft Windows 7 or Windows Server 2016 64-bit

Microsoft .NET Framework 4.6.1

Storage

OS – RAID1 (60 GB)

*OPEN DISCOVERY components use OPEN DISCOVERY Processing technology and as such require the IPRO Integration Service to be installed on the OPEN DISCOVERY Processing Controller and Queue Manager Resource. The IPRO Integration Service is not required for an OPEN DISCOVERY Processing ONLY environment.

**English (US) Regional Date format should be set as the machine default for this machine. Whenever possible, users should be restricted from changing this format.

 

ClosedEclipse® by IPRO End-User Minimum Requirements

The following specifications are a general outline for a typical environment that can be deployed in either a physical or a virtual environment. Faster processors and larger amounts of physical memory (RAM) is always a benefit. Network connectivity, network traffic, database size, storage speed and other factors may affect performance.

  • CPU 1 Core / 2.4 GHz or higher
  • RAM 2 GB or higher
  • OS Microsoft® Windows® 10 or Server 2016
  • Software .NET Framework 4.8
  • Browsers: Chrome, Microsoft Internet Explorer, Microsoft Edge, Firefox, Safari
  • Monitor Minimum screen resolution should be set to minimum 1280x1024.

Notes for Administrators

IIS Server properties include Internet Explorer Enhanced Security, which must be disabled for Eclipse by IPRO.

Notes for End Users

The following information is provided to help end users ensure that their systems are properly configured for Eclipse by IPRO. Administrators needing to access Eclipse by IPRO on a server should also ensure that these requirements are met on the server.

Procedures refer to Internet Explorer 11 and Windows 7; steps may vary slightly for other versions/operating systems.

Browser Requirements

In addition to having an approved version of Internet Explorer, before you access Eclipse by IPRO the first time, add the Eclipse by IPRO site to Internet Explorer’s list of trusted sites, and make sure that .NET framework is enabled.

Include in Trusted Sites

To add Eclipse by IPRO to the list of trusted sites:

  1. Obtain the Eclipse by IPRO URL.
  2. In Internet Explorer, select Tools > Internet Options.
  3. Click the Security tab, then Trusted sites.
  4. Click Sites.

  5. In the Trusted sites dialog box:

    1. Enter the Eclipse by IPRO Website’s URL.

    2. Optional: clear the verification option (if the protocol is not HTTPS).

    3. Click Add.

  6. Close the dialog box.

Enable .NET

To enable .NET framework:

  1. In Internet Explorer, select Tools > Internet Options.
  2. Click the Security tab and select Trusted sites.
  3. Click Custom level.

  4. In the Security Settings dialog box, ensure that the radio buttons next to the Loose XAML, XAML browser applications, and XPS documents options are all set to Enable.

  5. Click OK to close the dialog box.

.NET Requirements

Eclipse by IPRO requires .NET Framework 4.5 (Full Framework). If you log in to Eclipse by IPRO on a computer and this requirement is not in place, a message may inform you of the problem. To obtain needed .NET components, take one of the following actions:

  • Contact your IT department for assistance.
  • Users with an understanding of computer basics (Control Panel, software installation, etc.), can check for the currently installed .NET version and download/install it as described in the following paragraphs.

Check current .NET version:

  1. Open the Control Panel and click Uninstall a program in the Programs group.
  2. Check the Control Panel’s Uninstall or change a program list for .NET Framework 4.5 entries.
  3. When finished checking for .NET in Windows 7, close the Windows Features dialog box and the Control Panel.

Note: To install .NET 4.5, download it from Microsoft’s website,http://www.microsoft.com/en-us/download/details.aspx?id=30653 . Follow all Microsoft instructions.

User Account Control Settings

Windows User Account Control (UAC) Settings alert you when certain programs try to make changes to your computer. IPRO recommends that you turn off notifications on Eclipse by IPRO end-user computers. Regarding this recommendation:

  • It is assumed that these computers are used exclusively or primarily for Eclipse by IPRO.
  • Contact your IT department for assistance.
  • Users with an understanding of the Control Panel can complete the following procedure to make this change.
  1. Open the Control Panel and navigate to System and Security > Action Center > Change User Account Control Settings.
  2. Drag the setting control to the bottom – Never notify and click OK.
  3. Restart your computer.