Upgrade
Data Survey for TeA 5
.3x
©
2011
I
ntegrated Media Management
Confidential
Page
1
of
4
All Rights Reserved
rev.10/25/12
Changing the way you work
In preparation of your software upgrade, complete ALL questions below and email to
projects@immonline.com
(In the subject line indicate:
Company Name and Product being upgraded)
Background Information
CU Name
CU Contact Person
Tel #
Email:
Preferred
Date/Time to
Install
Preferred
time of day
(indicate time zone)
Before
Business
Hours
After
Business
Hours
Date/Time:
Product
to be
upgraded
TotaleAtlas
TotaleReceipts
TotaleChecks
EZNotice
Other
Current version
installed
Server
Client
Are there any other
apps running on
this
server?
Yes
No
If so, please specify:
TeC, TeR, EZNotice etc.
Host/Core Processor
Is your environment
thick, thin or
mixed?
Thick
Thin
Mixed
If
your environment
is
thin
or
mixed
please indicate
which thin client
app and version you
are running.
Type
of Product
:
Citrix
version
:
RDP
version:
Zenapp
version:
Other version:
VMWare View
version:
If
thin/mixed
please
indicate:
a.
OS version
b.
Service pack
c.
32 or 64 bit
d.
# of Host /
servers
e.
Physical or
Virtual
servers
if Windows 2008 is this a R2
Product
Add
-
on
s
(if applicable)
DocQ
Workflow
Document Exchange
TeAWeb
LaserChex
Loan Coupons
TotaliSign
TeAIdentify
Other
If Other, please specify:
Upgrade
Data Survey for TeA 5
.3x
©
2011
I
ntegrated Media Management
Confidential
Page
2
of
4
All Rights Reserved
rev.10/25/12
Changing the way you work
TEST Server
(if applicable)
1.
IMM
Server OS Version
a.
Service Pack
b.
32 or
64 bit
if Windows 2008 is this R2
2.
Will it become a Production
server?
Yes
No
3.
Is this TEST server new or
e
xisting
?
New
Existing
*
Please n
ote there is a fee for the migration of
our
applications to a different server. Make sure you discuss with the
Installation/Upgrade Coordinator*
4.
Physical or Virtual server
5.
# o
f CPUs
a.
CPU Speed
b.
Single/Dual/Quad Core
(indicate SINGLE, DUAL or QUAD)
6.
RAM
7.
Available Hard Drive Space
(indicate space on drive to be
installed on)
8.
.Net Framework version installed
9.
Is SQL
installed on this server?
Full SQL
SQL Express
10.
Asp.net Installed
PRODUCTION
Server
11.
IMM
Server
OS Version
a.
Service Pack
b.
32 or 64 bit
if Windows 2008 is this
R2
12.
Is this Production server new or
existing?
New
Existing
*
Please n
ote there is a fee for the migration of
our
applications to a different server. Make sure you discuss with the
Installation/Upgrade Coordinator*
13.
Physical or
Virtual s
erver
14.
# of CPUs
a.
CPU Speed
b.
Single/Dual/Quad Core
(indicate
SINGLE, DUAL or QUAD
)
15.
RAM
16.
Available Hard Drive Space
(indicate space on drive to be installed on)
17.
.Net Framework version
installed
18.
Is SQL installed on this server?
Full SQL
SQL Express
19.
Asp.net Installed
Upgrade
Data Survey for TeA 5
.3x
©
2011
I
ntegrated Media Management
Confidential
Page
3
of
4
All Rights Reserved
rev.10/25/12
Changing the way you work
Workstation
20.
OS Version(s)
(please be specific)
a.
Service Pack
b.
32 or 64 bit
#
of workstations
# of branches
21.
RAM
22.
What version of IE is installed?
23.
If there are different versions of IE
deployed to workstations please
indicate those versions.
24.
Do ALL
workstations have Adobe
Reader i
nstalled?
Yes
No
25.
What version of Adobe Reader is
installed?
26.
If there are different versions of
Adobe Reader deployed to
workstations please indicate
those versions.
27.
Hardware
(if applicable)
a.
Signature pad model(s)
Connection Type
Topaz driver version
Other Information
Important to your TotaleAtlas Upgrade
28.
Do you use an imaging system?
if Yes, Name of imaging system
29.
Total # of DocQ sessions
(
TotaleAtlas
)
from EACH live FI
30.
Total # of DocQ sessions
(
TotaleAtlasWeb
) from EACH live
FI
Note: These sessions are NOT in the cloud.
31.
List the # of FIs from the root of
the “TeAASP” folder
(EXCLUDING
FI1)
32.
Archive Setting
Archive Individual Documents Only
Archive Document Sets Only
Archive Both Individual and Document Sets
33.
Login Method for TotaleAtlas
Windows Authentication
Anonymous Authentication
Upgrade
Data Survey for TeA 5
.3x
©
2011
I
ntegrated Media Management
Confidential
Page
4
of
4
All Rights Reserved
rev.10/25/12
Changing the way you work
Documents
34.
Total
number
of documents
:
35.
Do
es
IMM
manage,
map
and design
your documents?
Yes
No
36.
Do
es
IMM
do the initial
map
ping and designing of
your documents and you maintain them for on
-
going changes?
Yes
No
I
f Yes,
which document designer software and version do you use?
LiquidOffice
Autonomy Form Designer (AFD
NA
version:
If Yes,
Do you have your
latest
original XFMs/
PDFs (those which
have not been uploaded to TeA)
saved on a location for each
dictionary type
?
Yes
No
37.
Do you
map
, design and manage
your
own
documents without IMM involvement
?
Yes
No
I
f Yes,
which document designer software and version do you use?
LiquidOffice
Autonomy Form Designer (AFD
NA
version:
If Yes,
Do you have your
latest
original XFMs/ PDFs (those which
have not been uploaded to TeA)
saved on a location for each
dictionary type
?
Yes
No
38.
Do you have an outside vendor
mapping and designing your
documents?
Yes
No
39.
Do your documents contain
custom JavaScript?
Yes
No
Do you have custom JavaScript for making signature fields
mandatory?
Yes
No
Do you have custom JavaScript which enables locking of either primary or
joint applicant fields after signature fields are signed and retrieved from
DocQ?
Yes
No
Enter the password to open this PDF file:
File name:
-
File size:
-
Title:
-
Author:
-
Subject:
-
Keywords:
-
Creation Date:
-
Modification Date:
-
Creator:
-
PDF Producer:
-
PDF Version:
-
Page Count:
-
Preparing document for printing…
0%
Σχόλια 0
Συνδεθείτε για να κοινοποιήσετε σχόλιο