Checkbox 7 - On-Premise Installation Guide

This guide will walk you through the steps to install Checkbox 7 On-Premise on your server for the first time. If you are upgrading or patching, please follow the Checkbox 7 Upgrade Instructions instead. 

Checkbox 7 Technical Requirements

Requirement #1 - Server/Environment Requirements

Before beginning the installation, please ensure that your server environment meets the minimum system requirements for Checkbox 7. Updated requirements can always be found at https://www.checkbox.com/support/technical-requirements/.

COMPONENT

MINIMUM REQUIREMENTS

Operating System

32 and 64 bit versions of Windows 2008 R2, 2012, and Windows 2016

Web Server

Microsoft Internet Information Server (IIS) 7.0 or higher with AT LEAST 4 GB RAM*

Database

Microsoft SQL Server 2008, 2012, 2014, 2016. SQL Server Express Editions also supported**

Cloud Hosting

Amazon EC2, Amazon Elastic Beanstalk, Azure Virtual Machines, Rackspace Cloud Servers. Checkbox supports virtual machine environments on Microsoft Azure and Rackspace. Checkbox does NOT support  Rackspace Application hosting tools.

Browser

Microsoft Internet Explorer 11 or higher; Microsoft Edge, most recent versions of Chrome, Firefox, Safari***

Privileges

Administrator access to Web Server and Database Server required for installation.

Disk Space

1GB for application installation and base database; Overall database size depends on the number of surveys, users, and responses.

ASP.NET

.NET 4.6.1

Email

Checkbox uses SMTP or Amazon SES for sending system emails, including survey invitations.

 

Requirement #2

Checkbox 7 requires 3 separate web applications and a windows service in order to function properly. Please make sure that you have 3 separate URLs available to run Checkbox. 

Important Note Checkbox does not support running these applications as virtual directories.

Requirement #3

Obtain a valid Checkbox 7 license file (.lic file). For trial customers, there is a 30 day license included in the trial download. For licensed Checkbox customers, please download a Checkbox 7 license from your customer portal.

Installing Checkbox for the first time:

Step 1. Create TWO new databases for Checkbox.

One database will be used for application data and the other will be used for messaging. These databases must not contain any tables or existing data.

Important Note While it is possible to use a single database for both the Checkbox application and the Checkbox Messaging Service, this is not recommended and may result in performance issues over time.

Step 2: Install the license files

You will need to place your Checkbox 7 license file (.lic) in both the API\bin folder and CheckboxService folders. Please do this prior to running the installer.

Permissions Note Both of these files need to be readable by the process that will use them. In the case of the API\bin license, this is the user that is being used for IIS. In the case of Checkbox-Service, this is the user that is being used to run the service.

If you are unfamiliar with how to set up IIS or what is required, here is a link to Granular IIS Requirements .

Step 3.  Run the .exe file named “Checkbox-7-Install-UI” in the “installer” directory. 

This installer will request important setting information about your installation that will be used to configure the web applications and service for you. This tool will also generate all of the database tables, stored procedures, and starting data that you need for Checkbox.

Lastly, this installer will configure and install the required Checkbox Service, which will allow you to schedule invitations using Checkbox. 

Step 4. Setup the Checkbox 7 API web site in IIS.

Configure an application in IIS (using the .NET 4.0 CLR) using the “API” folder included with this guide. The bindings for this site must be the value applied during the installer for the “API” website.

Step 5. Setup the Checkbox 7 Admin site in IIS.

Configure a separate application in IIS (using the .NET 4.0 CLR) using the “app-admin” folder included with this guide. The bindings for this site must the value applied during the installer for the admin application URL. 

Step 6. Setup the Checkbox Take Survey site in IIS.

Configure a separate application in IIS (using the .NET 4.0 CLR) using the “app-take-survey” folder included with this guide. The bindings for this site must be the value applied during the installer for the take survey application URL.

Step 7. Test the Installation

Once the sites have been configured the application should be available to access. Navigate to the URL of your Checkbox Admin application. You should see a login page asking for a username and password.

Your initial username and password will be “admin” for both. This will be your System Administrator (super-user) for the account and should not be deleted.  

Security Warning We strongly recommend that you immediately change the password. To do this,navigate to the main Contacts area and edit the admin user to change the username and/or password. Note that you should NOT change the User roles for this user.

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