Configuration Questionnaire
Overview
This document is intended to collect the key information that Windsor will use to configure your implementation of nFORM. Most of the data collected relates to configuration settings for the application that control content, functionality, and system messaging and with a few exceptions, it can be updated after the installation is complete. Please review and provide the following details regarding your desired system configuration and network structure/environment, which will support the nFORM system. In addition to the information requested here, Windsor will also request usernames and passwords to access the core systems below. This will be requested in a separate document that will only be available to the core development team.
General Configuration
Please provide preferences for the following generic configuration options.
General System Information
Component | Details/Specs/Answer |
Application Name (e.g., nFORM, ePermitting, ePortal, etc.) | <TBD> |
Preferred Organization Name | <TBD> |
Organization Code or Acronym | <TBD> |
Email “From” Address | <TBD> |
Email “From” Display Name | <TBD> |
System Administer Contact Email Address or Email Group (used to communicate user requests, system messages to administrators) | <TBD> |
General Support Email Address or Group (email that is displayed on the site footer, intended to be used by users with issues or questions.) | <TBD> |
Email address Electronic Signature/Verified user account requests will be sent to | <TBD> |
System Email Reply Address | <TBD> |
Preferred Time Zone | <TBD> |
What is your preferred date format? | MM-dd- yyyy |
Please provide an appropriate copy of the Header Image/Logo you would like to use in the application. | <TBD> |
What links need to be included in the application header (e.g., where should the “Home” link take you, etc.)? | <TBD> |
If using nFORM’s native forms authentication security, how many failed sign-in attempts are allowed before an account should be locked out? Please provide the number of attempts. Note: 5 is the default. | <TBD> |
What types of attachments do are allowed to be accepted in the application? | .doc, .docx, .xls, .xlsx, .pdf |
On form entry, should all addressed be defaulted to the local state value? | <TBD> |
On form entry, should all addresses be defaulted to a country of “US”? | <TBD> |
Please provide the default location (latitude and longitude) to default the center point of the map on the location control which is used to allow the users to select a latitude and longitude point on a map). | <TBD> |
Integration with Third Party System
Component | Details/Specs/Answer |
Will a document management solution be used for document/submission archiving purposes? If yes, please provide the relevant security and technical information for interacting with the tool. | <TBD> |
Will the Submission and related files need to be archived to a file system location on the agency’s network? |
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Will a third party payment processor/provider be used to collect online payments? If yes, please provide the relevant security and technical information for interacting with the tool. | <TBD> |
Will forms need to support pre-population of data from another system? | <TBD> |
Will data submitted on forms be shared with another system, in an automated manner? | <TBD> |
Will CROMERR Shared Services Identity Proofing be enabled? |
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Features
Component | Details/Specs/Answer |
Would the agency like to provide a “welcome” message to users upon their first logon to the system? If so, what should this message state? | <TBD> |
Does the agency have an existing, internet accessible, terms and conditions of use you would like to use, or would you prefer to use the nFORM system to present this. If so, please provide the terms and conditions as an attachment to the response. | <TBD> |
Does the agency have the concept of a single person that becomes responsible for a permit application through its lifecycle (e.g., Permit Writer, Responsible Person, Application Processor, etc.)? | <TBD> |
Would the agency like to allow external users to mark certain files as confidential, limiting who can view the files to users with the Confidential Attachment Role? Note: This feature can be enabled/disabled on individual form controls. | <TBD> |
Would the agency like to provide the ability to limit visibility of certain sensitive data points (e.g., SSNs, etc.) to a restricted set of users? Do you foresee a need to purge sensitive data points after the submission has been processed? | <TBD> |
Would the agency like to allow organizations to limit submissions on some forms to specific users? |
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Do you plan to prevent submission when pay forms have not been paid? |
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Hosting Infrastructure
Cloud Hosting Infrastructure
[Answer for cloud deployments only! Agencies that opt to utilize on-premises installations do not need to provide this information.]
This section details the information Windsor will need to collect from administrators of the system.
Production Environment
Component | Details/Specs/Answer |
What is the desired URL of the application? | <TBD> |
Does an on-premises email server need to be utilized to support outgoing emails? Otherwise, Windsor will utilize a 3rd party email service to facilitate outgoing emails. | <TBD> |
What is an on-premises server location where standard template files (e.g., Word Help Documents/Forms, Excel Templates, Relevant Images, etc.) can be hosted/accessed for use by the site and referenced by form designers? Note: Form support files requires that you make files publicly accessible and then provide the links to the assets. | <TBD> |
Testing Environment
Component | Details/Specs/Answer |
What is the desired URL of the application | <TBD> |
Does an on-premises email server need to be utilized to support outgoing emails? Otherwise, Windsor will utilize a 3rd party email service to facilitate outgoing emails. | <TBD> |
What is an on-premises server location where standard template files (e.g., Word Help Documents/Forms, Excel Templates, Relevant Images, etc.) can be hosted/accessed for use by the site and referenced by form designers?
| <TBD> |
On-Premise Hosting Infrastructure
[Answer for on-premises deployments only! Agencies that opt to utilize cloud installations do not need to provide this information.]
This section details the information Windsor will need to collect from administrators of the system about the environment which the application will be deployed.
Application Server
Please provide the following information regarding the application server that will host the application.
Production Environment
Component | Details/Specs/Answer |
Processor | <TBD> |
Ram | <TBD> |
Operating System | <TBD> |
IIS Version | <TBD> |
.NET Version (minimum 4.7.2 required) | <TBD> |
Is this a virtual environment? | <TBD> |
Proposed Domain Name | <TBD> |
Proposed Website URL | <TBD> |
IP Address | <TBD> |
Server Name | <TBD> |
Have you purchased and installed a security certificate for secure communications (i.e., SSL)? | <TBD> |
Has HTTP and HTTPS communication from outside your network and firewall been confirmed? | <TBD> |
Server location where standard files (Word Help Documents/Forms, Excel Templates, Relevant Images, etc.) can be hosted/accessed for use by the site. | <TBD> |
Testing Environment (if different)
Component | Details/Specs/Answer |
Processor | <TBD> |
Ram | <TBD> |
Operating System | <TBD> |
IIS Version | <TBD> |
.NET Version (minimum 4.7.2 required) | <TBD> |
Is this a virtual environment? | <TBD> |
Proposed Domain Name | <TBD> |
Proposed Website URL | <TBD> |
IP Address | <TBD> |
Server Name | <TBD> |
Have you purchased and installed a security certificate for secure communications (i.e., SSL)? | <TBD> |
Has HTTP and HTTPS communication from outside your network and firewall been confirmed? | <TBD> |
Server location where standard files (Word Help Documents/Forms, Excel Templates, Relevant Images, etc.) can be hosted/accessed for use by the site. | <TBD> |
Database Server
Please provide the following details regarding the server that will be hosting the application database.
Production Environment
Component | Details/Specs/Answer |
Processor | <TBD> |
Ram | <TBD> |
Operating System | <TBD> |
DBMS and Version | <TBD> |
Database Name | <TBD> |
IP Address | <TBD> |
Server Name | <TBD> |
Is this a virtual environment? | <TBD> |
IP Address | <TBD> |
Is this database running on the same server as the application server? | <TBD> |
Has communication between the Web server and the database server been confirmed? | <TBD> |
Testing Environment (if different)
Component | Details/Specs/Answer |
Processor | <TBD> |
Ram | <TBD> |
Operating System | <TBD> |
DBMS and Version | <TBD> |
Database Name | <TBD> |
IP Address | <TBD> |
Server Name | <TBD> |
Is this a virtual environment? | <TBD> |
Is this database running on the same server as the application server? | <TBD> |
Has communication between the Web server and the database server been confirmed? | <TBD> |
Email Server
Please provide the information below regarding the Email server that will be handling communication for the application.
Component | Details/Specs/Answer |
Operating System | <TBD> |
Server Name | <TBD> |
Is this a virtual environment? | <TBD> |
IP Address | <TBD> |
Is this email server running on the same server as the application or database server? If so, please specify. | <TBD> |
Has communication between the webserver and email server been confirmed? | <TBD> |
Continuous Integration Server
If the agency has chosen to use the Windsor Build and Deploy process, the following information will be required.
Component | Details/Specs/Answer |
Operating System | <TBD> |
Is this a virtual environment? | <TBD> |
Is your Continuous Integration server running on the same server as the application or database server? If so, please specify. | <TBD> |
Has communication between the Continuous Integration server and application server been confirmed? | <TBD> |
Port Configuration
Please provide preferred communication ports if different from the default.
Component | Details/Specs/Answer |
Http traffic (Default is 80) | <TBD> |
Https traffic (Default is 443) | <TBD> |
Email (SMTP) (Default is 25) | <TBD> |
Database (Default is 1433 for MS SQL) | <TBD> |