Prerequisites

Network Security and Ports

  • BA Insight products communicate with your network to perform various tasks.
  • BA Insight AutoClassifier requires the following network connectivity:

Internal Communication

    • HTTP or HTTPS access to the AutoClassifier Engine website and web services.
      • Specific ports are selected by the user during installation.

    • Default Ports:
      The following ports must be open:
      • Admin site port: 1967
      • Tika port: 9998
      • Clustering port: 9997
      • Crawl Adapter port: 8888
      • Lucene (optional): 1968

    • Connectivity to SQL database and Microsoft Active Directory.

External Communication

    • HTTPS access to the AutoClassifier 0365 Add-in service.
      • Must be accessible from a location external to the network.
      • Must have a valid SSL certificate.

Installation Prerequisite Checklist

Requirement

Description

Completed 
Server hosting AutoClassifier


Operating System
 		Microsoft Windows Server
  • 2016
  • 2019
  • 2022
  • Latest Windows Updates
  • (Complete)
Windows Server Roles and Features

Must have Web Server (IIS) role enabled with the following

Server Roles:

  • Web Server (IIS)
    • Web Server
      • Common HTTP features
        • Default Document
        • Directory Browsing
        • HTTP Errors
        • Static Content
      • Health and Diagnostics:
        • HTTP Logging
      • Performance:
        • Static Content Compression
      • Security:
        • Request Filtering
      • Application Development:
        • .NET Extensibility 4.6
        • .NET Framework 4.6
        • ASP.NET 4.6
        • ISAPI Extensions
        • ISAPI Filters
    • Management Tools
      • IIS Management Console
      • Management Service

Features:

  • Microsoft Internet Information Services (IIS)
  • .NET Framework 4.6 Features (varies by Windows OS):
    • .NET Framework 4.6
    • ASP.NET 4.6
    • WCF Services
      • HTTP Activation
      • TCP Port Sharing
  • Enhanced Storage
  • Windows Defender Features
    • Windows Defender
    • GUI for Windows Defender
  • Windows PowerShell
    • Windows PowerShell 5.1
    • Windows PowerShell ISE
  • Windows Process Activation Service
    • Process Model
    • Configuration APIs
  • (Complete)
.NET Framework
  • (Complete)
Web Browser Support

Supported

  • Google Chrome
  • Chromium-powered Edge
  • Other browsers unsupported*

Unsupported Browsers

Unsupported web browsers may or may not work with AutoClassifier.

These browsers include:

  • IE
  • Firefox
  • Safari
  • others...

These browsers have not been tested and are unsupported by BA Insight.
Java Requirements


Java

To satisfy the AutoClassifier Engine Java requirement, you must install and configure either:

  • Java JRE v11
    or
  • AdoptOpenJDK with Hotspot v11
  • Java JRE v11: Must be set as a system variable, and NOT a user variable!
  • (Complete)


  • (Complete)
Adapter Crawlers Supported

Elasticsearch

AutoClassifier v6.0 supports Elasticsearch version 7 and later.

  • Authentication must be done via username and password.

Elasticsearch URL:

Elasticsearch Username:

Elasticsearch Password:
SharePoint Online

AutoClassifier v6.0 supports SharePoint Online.

  • SharePoint must be able to register a SharePoint app and have permissions to access the term store.
  • See the SharePoint topic for specific requirements.

SharePoint Online URL:

SharePoint Online Username:

SharePoint Online Password:
SharePoint 2013/16/19

AutoClassifier v6.0 supports SharePoint 2013/16/19.

SharePoint 2013/16/19 URL:

SharePoint 2013/16/19 Username:

SharePoint 2013/16/19 Password:
Database Requirements




SQL Server
  • BA Insight AutoClassifier uses a SQL server database as a backend repository.
    • AutoClassifier creates the (empty) database after the installation. AutoClassifier later connects to the database and populates it.
    • Alternatively, you can create the repository database after install, but before configuration.

In large environments where a database team is responsible for creating and maintaining databases, BA Insight recommends you follow your standard internal practice for database creation, and then assign the appropriate user account the appropriate permissions as defined below.

  • Enable AutoClassifier to create the repository database: The Windows user account must have dbCreator permissions on the SQL Server Instance.
  • Create your own database: This options requires that your Windows user account have dbOwner permissions to the database.
  • (Complete)
Azure SQL

A SQL account with dbOwner permissions on the SQL database for use with AutoClassifier.


When using Azure SQL, it is strongly recommended to connect to an already existing database (empty or not). If the database does not exist, AutoClassifier will automatically create the database for you with database parameters that are not in your control and might generate unexpected costs. To correctly control the database dimensions and costs for the AutoClassifier database, you should manually create the database and configure AutoClassifier to connect to it. 


Account Requirements

Database Access

Either a SQL account, or the above service acccount, must have the permissions listed under Database Requirements, above.

Windows user account:

Permissions:

Service Account

The service account must have local administrator privileges on the server that houses AutoClassifier.

For multi-server deployments, the service account must be a Domain acccount.
  • (Complete)

SharePoint Account (for SharePoint backends/integrations)

If you are using AutoClassifier with SharePoint (Online or On-Premise), the SharePoint App user account (app@sharepoint) must be added to the SharePoint Term Store (under Site Settings).

  • (Complete)

AutoClassifier Add-In

Before installing the AutoClassifier Add-In, ensure the following conditions are satisfied:

  • Domain Account for running the IIS Site.
    • This account also requires the ability to run as a Windows Service

  • AutoClassifier Engine is installed.

  • Web server certificate is installed.

  • Latest Windows updates are required.