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Installation & Upgrade > Installation

System Requirements

Item	Requirements
Operating system with minimum service pack	Windows Server 2022 Windows Server 2019 Windows Server 2016
Network connectivity	See section on connectivity.
Web Access	Microsoft IIS 7.5 or later. The following role services need to be added under the Server Manager: •Web Server: oCommon HTTP Features: HTTP Errors, Static Content, HTTP Redirection oSecurity: Windows Authentication oApplication Development: .NET Extensibility, ASP.NET, ISAPI Extensions, ISAPI Filters
Supported database versions	Microsoft SQL Server 2019 Microsoft SQL Server 2017 Microsoft SQL Server 2016 Microsoft SQL Server 2014 Microsoft SQL Server 2012 For all: Including Microsoft SQL Server Express, TCP/IP protocol enabled Oracle 12c R2 (only Therefore™ Business and Therefore™ Enterprise editions) Oracle 18c (only Therefore™ Business and Therefore™ Enterprise editions) Oracle 19c (only Therefore™ Business and Therefore™ Enterprise editions) *See notes below concerning database licensing.
Multi-server environments	Therefore™ Services must be started and configured with the proper network access permissions. Note: the Local System account will not have permission to access network resources (only Therefore™ Business and Therefore™ Enterprise editions).

note

•It is highly recommended to check the database provider's client licensing requirements. Some database providers may require all users accessing information from the database (e.g., from Therefore™ clients) to have a valid user license.

•Multi-server systems: all servers must be on the same major Therefore™ version.

•For thumbnail previews of videos, Windows Media Player and all required codecs must be installed. In addition the video extensions must be listed in the Media Extensions list in Therefore™ Solution Designer advanced settings.

•For Oracle: a native database client communication software must be installed and configured.

•For Oracle: When Unicode characters that are not in the database character set are used in Therefore™ system settings, these will not be saved properly. If UTF-8 is used this problem will not occur.

•Certain prerequisites, for example Microsoft .NET, are installed automatically if the Therefore™ Setup finds these missing before installation.

•Where version numbers are not stated, Therefore™ will support all versions that are supported by the vendor of the SQL Server/browser.

•All administrative applications (Therefore™ Solution Designer, Therefore™ Console) must be at least in-line with the current version of Therefore™ Online.

Therefore™ Installed Client

Item

Requirements

Operating system with minimum service pack

Windows 11 SAC

Windows 10 SAC

Windows 8.1

note

•It is highly recommended to check the database provider's client licensing requirements. Some database providers may require all users accessing information from the database (e.g. from Therefore™ clients) to have a valid user license.

•Therefore™ Capture Client engine requires an ISIS driver, or Kofax VirtualReScan V.5+.

•Therefore™ Viewer requires a scanner with TWAIN support.

•For embedded playback of videos, Windows Media Player and all required codecs must be installed. In addition the video extensions must be listed in the Media Extensions list in Therefore™ Solution Designer advanced settings.

•Connection to the Therefore™ Server must be available via a LAN or WAN connection.

•Minimum Therefore™ Client: 2016+. (Old Therefore™ clients connecting to a new Therefore™ server do not support new features).

•Certain prerequisites, for example Microsoft .NET, are installed automatically if the Therefore™ Setup finds these missing before installation.

Therefore™ Web Access Browser Support

Browser

Windows

Supported browsers

Microsoft Edge

Mozilla Firefox

Google Chrome

Opera

Safari

note

•Opening Microsoft Office documents directly in their native applications is only supported if the matching Office application is installed on the client machine.

•Drag and drop from Windows Explorer is supported on all browsers.

•JavaScript must be enabled on all browsers.

•Caching and browser scripting must be enabled.

Therefore™ Go

Item	Requirements
Therefore™ Server	Therefore™ 2019
Android	Minimum 7.0
iOS	Minimum 12.0

•The Therefore™ XML Web Service must be installed.

•The checkbox Enable XML Web Services API must be activated in the Therefore™ Solution Designer settings as shown here.

•In the Therefore™ Go connection settings, set the port number to match the port specified in the point above (default value is 8000).

Therefore™ Universal Connector

Item	Requirements
Therefore™ Version	All Therefore™ editions*.
License	Therefore™ Integration License for the Universal Connector
3rd Party Application	Windows applications using standard Windows controls are supported, but each application has to be checked for compatibility to definitely know whether it works with the Universal Connector or not. Please see Determining Suitability for more details.
Permissions	The user needs to be a domain Administrator to log onto the Therefore™ Server. To configure a profile the user requires administrator rights on the Therefore™ system.

note

* Some Therefore™ editions are region specific.

Therefore™ Reporting

Microsoft SQL Server Reporting Services

•SQL Express with Advanced Services is supported, but subscriptions are not possible.

•In order to edit reports, an .rdl editor must be installed. We recommend downloading the free Microsoft SQL Report Builder compatible with your database version.

•For report subscriptions, a Windows user account with at least Read permissions on the Therefore™ database must be configured.

•The reporting services must be properly configured.

Microsoft Power BI

•A Microsoft Azure account is required to access Microsoft Power BI.

•A Windows user account with at least Read permissions on the Therefore™ database must be configured.

Therefore™ Table Replication

info

Note: Refer to the support database versions above

Therefore™ Mailbox Monitoring

Item	Requirements
Microsoft Exchange versions	2013, 2016 and 2019

•Therefore™ Content Connector.

•Microsoft Exchange, IMAP or POP3 email account.

Integration with Microsoft Office

•Microsoft Word, Excel, Outlook, PowerPoint and Microsoft Project are supported with Microsoft Office 2013, 2016, 2019 and Office 365.

•Open from Therefore™ does not apply to integration with Outlook.

Integration with eSignature

•Integration with various eSignature providers is provided by Therefore.

•For manually passing documents to an eSignature provider using the Therefore™ Viewer, an account with that eSignature provider is required. Check the Feature availability to find out if Manual Mode is supported.

•For automatically passing documents to an eSignature provider using the Therefore™ Workflow, an account with that eSignature provider, and a Therefore™ edition including workflow are required.

Integration with cloud storage providers

•Support cloud storage providers: Microsoft OneDrive, Google Drive, Dropbox, Box.

•Therefore™ Content Connector is required for downloading documents from cloud storage to Therefore™.

•Therefore™ Workflow is required for automatically exporting documents to cloud storage.

Virtualization

Therefore™ can be used in any virtualization environment that meets the Therefore™ system requirements.

Citrix environment

•Therefore™ Server must be installed outside of the Citrix environment.

•Only the Therefore™ Client software can be installed on the Citrix environment.

Kofax Power PDF Advanced

Kofax Power PDF Advanced version 5.3 and above.

Ports

Port used for	Port Number	Comment
LDAP	389	Windows default port
DCOM (EPMAP)	135, 137, 139	Windows default ports
Microsoft SQL Server	1433	Windows default port
Microsoft DS	445	Windows default port
HTTP/HTTPS	80 or 443	Windows default ports
XML Service	8000 443	Therefore™ Online
MFP Manager	8372 (web service) 8373 (file transfer)
MFP Manager	443	Therefore™ Online
Mobile Manager	443 or 80