Preparing the server computer

The server computer does not have to be dedicated exclusively to PDXpert, although sharing hardware resources with other applications and functions may affect system performance.

  • Ensure that your server computer conforms to the server system requirements.

  • Operating system configuration: §

    • Where the Windows user interface is optional, such as Windows Server Datacenter, install the Server with Desktop Experience. Windows Nano Server, the Windows Server Core install option, or other releases that do not include a desktop GUI are not supported.

    • A workstation operating system like Windows 10 / 11 can be used as a test/training server or small workgroup's production server. However, regular Windows does not scale well – it comes with limited concurrent connections, inferior performance, frequent updates, slow restarts, and irrelevant consumer background services. §

    • PDXpert requires Microsoft .NET Framework. If your system's permission profile could block PDXpert setup's installation of .NET, upgrade your computer manually using the Microsoft .NET Framework installer. §

    • Ensure your computer has the latest Microsoft Windows, .NET and (if needed) SQL Server service packs and updates. Restart your computer after all updates are installed.

    • By default, communications between the PDXpert server and client are encrypted at user log-in by marking the Encrypt my connection to this server option. Ensure firewall TCP ports 48084 and 48086 are open. §

      The perfect forward secrecy protocol uses TCP transport security with Certificate Credentials. Windows Communication Foundation (WCF) determines the encryption level available for PDXpert's communications. The WCF framework automatically chooses the highest protocol available, and can be limited by the Windows and .NET versions on the server machine and on each client machine. The combination of PDXpert 12.2 / Windows Server 2012 / Windows 8 / .NET 4.6 (and all more recent versions of these) use TLS 1.2 or higher, while using an older version for any one of these may use an older protocol. If you require a specific TLS level, both server and client Windows must have the necessary configuration settings. See Microsoft Windows and .NET Support for TLS 1.2. Beginning with .NET 4.8 and PDXpert 15.0, TLS 1.3 is supported.

    • Before enabling the Windows OS option for the U.S. Government's Federal Information Processing Standard 140 ("FIPS mode"), review the note here. §

    • The PDXpert Filter Service uses Windows Search to index file attachments in the server \Library folder. In Windows Server 2016 and later, Windows Search is disabled by default. See Microsoft's instructions to enable the service. §

  • Storage device use:§

    • Do not use a compressed, network-mapped, backup or other external (e.g., USB) disk for the application or data.

    • To support a practically unlimited number of files in the Library folder, your server's hard disk should be formatted as NTFS.

    • Use a local fixed disk (HDD/SDD) with substantial free space. The "file attachments" library grows much faster than the rate of database (MDF/LDF) growth.

    • Database performance is very sensitive to disk latency and transfer speed; faster is always better.

  • Virtual machine use:§

    • The virtual disk must appear as a local drive. SQL Server is disk-intensive: the virtual disk should use the local disk bus located on the same physical server as the VM, or a SAN-based virtual disk must use equivalent performance.

    • Use a fixed-sized disk. Avoid using a dynamically-sized disk — this may cause significant delays when the database or library reaches the disk's limit, and performance degrades because the data is highly fragmented.

  • Internet connection:§

    • During installation, PDXpert may download Microsoft .NET Framework and Microsoft SQL Server Express. If your system does not have access to the website, then you must upgrade your computer manually using the Microsoft .NET Framework installer and follow the Custom installation: SQL Server instructions.

    • PDXpert connects to the internet to authenticate the cryptographic signature of the license key. If your server cannot always be connected to the internet, add the certificate authority's certificate to your server's certificate store. Or, request an unsigned license file; however, this may disable security-related features, such as exporting signed PDX packages.§

    • An internet connection is required for direct access to Windows Update and Windows Defender, and to maintain the trusted root certificates list.

  • To support latest versions of SQL Server, install the current Windows Installer release.

  • Remote access tools like Remote Desktop Services (RDS), Terminal Server/Terminal Services, Citrix® will typically require using the PDXpertClientSetupMPx64-{release}.msi installer.§

    Do not install both the PDXpert Server and a remote PDXpert client on the same machine. A PDXpert remote client installation can conflict with the server's client, preventing upgrades to a new PDXpert release.

    To avoid operational and upgrade conflicts, use only one of these installers on each machine:

    • The PDXpertSystemSetup-{release}.exe is the PDXpert Server, and automatically installs its own client into the machine (All Users) profile.

    • The PDXpertClientSetup-{release}.exe is installed into each user's separate profile.

    • The PDXpertClientSetupMPx64-{release}.msi is installed into the machine profile.

  • To minimize incompatibility between network devices, DNS services, operating systems and local languages, assign only ANSI uppercase alphanumeric and hyphen ("-") characters to a server machine name and workgroup or domain name. If you intend to connect your server computer to an SMTP server, this is a requirement per RFC-1123, Section 2.1: <let>[*[<let-or-digit-or-hyphen>]<let-or-digit>]. §

    When using Turkish Windows, avoid using Turkish ı/İ characters in the machine name. Microsoft Windows does not fully support these characters in IDNA implementations prior to Windows 8.1, and some network devices and services may have problems.

Install Guide Contents