Technical Environment Guidance
Last update:Training and Consultancy
Azure Information
This document provides guidance on selecting Azure architecture and hardware provisioning specifically for SQL Server. It recommends the Ebdsv5/Ebsv5 series for those seeking optimal performance and cost-effectiveness. Key advice includes prioritizing P core processors, focusing on clock speed over core count for SQL performance, and utilizing Proximity Placement Groups. Relevant Microsoft resources for best practices and pricing strategies are linked, as well as additional support materials for products and training from Wolters Kluwer.
Training and Consultancy
Your Server Specification
This document provides guidance on selecting server specifications tailored for the CCH Suite, categorized by user bandings ranging from less than 100 to fewer than 3000 users. It emphasizes the importance of adapting server specifications to individual needs, considering the integration of third-party tools, and monitoring workloads. The document notes that specifications may evolve due to changes in vendor offerings and encourages engagement with community groups for support. Additional resources for software release notes and technical specifications are also provided.
Training and Consultancy
Installation Project and Planning Checklist
This document details strategies for a successful installation project, covering considerations for both on-premises and cloud servers. It includes a planning checklist that outlines key steps such as defining installation styles, project timescales, stakeholder responsibilities, security evaluations, and data volume assessments. Essential tasks such as server specifications, testing phases, and CCH Suite focuses are emphasized. Additionally, it provides resources and links for further information on product usage, support, and hardware specifications. Overall, it serves as a comprehensive guide to ensure thorough preparation and execution of installation tasks.
Training and Consultancy
CCH Suite: Base Deployment Guide
This document provides an overview of the foundational deployment of CCH Central, a comprehensive suite of software for accounting functions such as document management and taxation. It discusses cloud services like CCH One Click and CCH iFirm, emphasizing their integration and scalability. The deployment can be on-premises or through cloud platforms like Microsoft Azure. Specific requirements for Microsoft .NET and SQL Server are outlined, and it includes information on CCH KPI Monitoring for database reporting. End-user access options are also specified for improved accessibility and performance.
Training and Consultancy
Hypercare
The document outlines the Hypercare phase following the installation of a new server environment and CCH software. It highlights successful planning, strategy development for data management, and testing prior to the go-live phase. During Hypercare, an installation consultant will assist the end-user team with queries and issues, ensuring a smooth transition. Post-Hypercare, ongoing support from the Customer Support team is available, excluding server or installation-related issues. The support team focuses on software-related inquiries and will assess each case individually for appropriate assistance.
Training and Consultancy
Your Go-Live Date
The document outlines the phases of a project implementation, focusing on the transition to the "Go-Live" phase after testing or directly from installation if testing is omitted. Key steps for the Go-Live phase include scheduling downtime, completing data backups, and changing SQL databases to offline state. It emphasizes that no data, software, or services will be deleted during installation, allowing for rollback options. Additionally, it details necessary tasks such as data refresh, application reconfiguration, and testing plans for end-user devices.
Training and Consultancy
Creation of a Test solution
The document outlines a streamlined approach to project execution, emphasizing the consolidation of testing activities into a "go-live" project phase due to the absence of a dedicated test phase. It details the creation of a test solution involving the complete setup of CCH software and data, while addressing challenges like data availability and ownership for the test platform. The document highlights key tasks, such as configuring SQL software, installing CCH services, and gathering feedback from test users to categorize issues for resolution during the testing or go-live phases.
Training and Consultancy
Firewall & Security defaults
This document provides a detailed guide on the default configuration ports and endpoints for securing the CCH Suite. It outlines necessary ports for services like the CCH Central Suite Installer, TeamViewer, and CCH OneClick. Various internet endpoints are specified for services, email notifications, and account verification. Additionally, the document lists required internal communication ports for optimal performance between the client and server. Security settings may need to be modified, and WKTAA can assist in verifying these configurations.
Training and Consultancy
Environment Discovery
This document outlines the requirements for an ADSL connection with a minimum download speed of 50 Mbps, necessary for downloading the CCH Central suite, which would take approximately 20 minutes. It includes a checklist for different internet quality options (xDSL, Fibre shared, Fibre dedicated, Express Route) and notes the use of an external tool for line analysis. Additionally, it mentions that installation times may vary based on data volume and internet speed.
Training and Consultancy
Server Information: Bands
This document provides detailed server specifications for the CCH Suite installation based on varying user counts (up to 3000). It outlines hardware requirements, including server roles, operating systems, CPU, RAM, and storage specifications for different user bands. Each band (from less than 100 users to less than 3000) has tailored configurations to ensure optimal performance, including suggested setup for SQL Servers and Application Servers. Additional notes address optional service servers like OCR and scanning, ensuring compatibility and efficiency in resource allocation for the anticipated user load.