Upgrade Data Survey for TeA 5.3x

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

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3

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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