Applies to: ClickHome 3 — server environment setup before installation
ClickHome is a software development company and does not manage the configuration or setup of the environment in which ClickHome runs. The ongoing responsibilities of a Client IT Resource are outlined in the Transition from Implementation to Support article.
Your IT resource will need to ensure the technical environment is adequate and functional before installation begins. Please take a few moments to verify that all prerequisites below are in place before scheduling your ClickHome 3 installation.
Required Prerequisites
1. Admin Access
The installing account must have local administrator access on all servers involved. This is required to configure Windows Services and modify IIS settings during installation.
2. Web Server to SQL Server Connectivity
Confirm that the web server can successfully connect to the SQL server before installation. Use this easy-to-follow guide to verify connectivity.
3. HTTPS Access for Installer Downloads
The server must be able to reach https://installer.clickhome.com.au to download the latest installer packages. Verify that HTTPS access is enabled and not blocked by firewall or proxy rules.
4. Network Security
If your network uses a firewall or proxy, ensure the installing account has full outbound access to https://installer.clickhome.com.au and add it to trusted sites if required. Provide any proxy settings needed to the ClickHome installer.
5. SQL Server 2019 or Later
The following SQL Server requirements must be met:
- Authentication: If using integrated (Windows) authentication, the App Pool and Windows Service RunAs accounts must be configured accordingly. Otherwise, ensure Mixed Mode Authentication is enabled.
- Full Text Search: Must be installed and enabled. To verify, run the following query: SELECT FULLTEXTSERVICEPROPERTY('ISFULLTEXTINSTALLED'). A result of 1 means it is enabled; 0 means it is not installed and will need to be added by your IT staff.
- Default ClickHome SQL accounts: Either provide an account with sa access so ClickHome can create these during installation, or work with ClickHome Support to pre-create the accounts and blank database with the required permissions before installation day.
6. Additional Server Software
The following must be installed and configured on the server prior to installation:
- .NET 4.8 or above — check the system requirements and release notes for the exact version required for your ClickHome version.
- IIS 10
- Additional IIS Roles and Features — refer to the Add Roles and Features guide for the full list required.
- PDF viewer — end-user browsers must support inline PDF viewing.
- Remote access for ClickHome — arrange remote access prior to the installation date. See the Remote Support Requirements article.
7. IIS Website Configuration
Unless advised otherwise, ClickHome will install to the Default Website in IIS. If you require installation to a different website (for example, to separate Production and Test instances), configure and test the target website in advance and advise the ClickHome team which site to use for each environment.
8. SSL Certificate
A valid SSL certificate must be in place and bound to the IIS website before installation. HTTPS is required for ClickHome to function correctly in production environments.
Optional Prerequisites
The following are not required for installation but should be planned for early in your project:
- External system integrations — if ClickHome will integrate with Databuild, Timberline, Beams, or Constructor, confirm connectivity and credentials are available.
- Database maintenance plan — a comprehensive SQL maintenance plan (backups, integrity checks, index maintenance) should be in place before go-live.
- DNS entries — if ClickHome will be accessed externally, DNS records should be created and tested prior to installation.