Preinstallation Checklist

Use the following pre-installation checklist to ensure that your server installation goes as smoothly as possible!

Prior to server installation, the customer should:

  • Each user should clean up files in their My Documents. Separate personal from business, business files will be moved to the server.
  • Collect all your "tech stuff": software licenses, usernames/passwords for services like your Internet Service Provider (email/web).
  • Have a bill/invoice from your Internet Service Provider (IE. Telus/Shaw/Primus)
  • If you have a custom domain name (IE. www.xyzcompany.com), you must have the login information to administer it
  • Provide a list of all employees (full name, phone, email, role) that will need access to the system.  We will create/assign passwords for them unless you specify your own.

Internet

  • Customer MUST have high speed internet!
  • If Telus, you MUST provide login info to log in to http://registerdevice.telus.net
  • Static IP is required for Scalix Groupware / hosting email on server

Email/Web hosting

We provide web/email hosting as part of the customers' server subscription. We also provide outside DNS hosting, email backup (buffer).

  • If the customer already has a custom domain, we recommend changing their domain name registration to point to our nameservers. We cannot provide email backup without being the primary NS.
  • We strongly recommend documenting all domain info in the Technical Support Support system

Network/Hardware checklist

  • Is there an existing firewall / router (including wireless)?
    • Generally, the Biz Server should be the firewall.
    • Ensure you have login info for router (to check for existing port forwards or special configs), or the router will need to be reset to factory defaults.
  • We should be the primary firewall, otherwise the following ports must be forwarded:
      • 80 - web server
      • 22 - Secure shell for remote maintenance and backups
      • 21 - FTP access to server
      • 1723 - PPTP VPN (router must be able to handle GRE routing for this to work, not all Linksys/Dlink's properly support
  • Are there any printers/copiers/network devices that require/have IP addresses? Ideally, all PC's/devices should be setup using DHCP, with static IP's controlled by the DHCP server.
  • Is there enough free ports on existing network switch/hub/panel to accommodate new server/connections?
  • Is a UPS installed? Does it big enough to support the new server/equipment? (>750va recommended)

After that..

  • Agree upon a folder structure that you can use company wide (IE. Customers, Sales, Marketing, Accounting) so you can move