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

Windows Server Roles and Features

Web Server (IIS) role must be 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 Extensibility Features (varies by Windows OS):
    • .NET Framework version X.x
    • ASP.NET version X.x
    • WCF Services
      • HTTP Activation
      • TCP Port Sharing
  • Enhanced Storage
  • Windows Defender Features
    • Windows Defender
    • GUI for Windows Defender
  • Windows PowerShell
    • Windows PowerShell X.x
    • Windows PowerShell ISE
  • Windows Process Activation Service
    • Process Model
    • Configuration APIs
.NET Framework Microsoft .NET Framework 4.7.2 (verify that this program is installed)
Connectivity Hub AutoClassifier 7.0 is only compatible with Connectivity Hub 4.0.
Web Browser Support

Supported

  • Google Chrome
  • 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.

 N/A
Java Requirements

Java

  • BA Insight supports Java v11. See https://adoptium.net/temurin/releases/?version=11.

    • Java v11: Must be set as a system variable, and NOT a user variable!

  • BA Insight develops and tests using Adoptium.

  • BA Insight does not guarantee support of Oracle Java, but it may function in your environment.
Adoptium JDK (v11)

Select the Custom Setup options shown below:
Adapter Crawlers Supported
Elasticsearch

AutoClassifier v7.0 supports Elasticsearch version 7 and later.

  • Authentication must be done via username and password.

Elasticsearch URL:

Elasticsearch Username:

Elasticsearch Password:
SharePoint Online

AutoClassifier v7.0 supports SharePoint Online.

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

SharePoint Online URL:

SharePoint Online Username:

SharePoint Online Password:
SharePoint 2013/16/19/SPSE AutoClassifier v7.0 supports SharePoint 2013/16/19/SPSE

SharePoint 2013/16/19/SPSE URL:

SharePoint 2013/16/19/SPSE Username:

SharePoint 2013/16/19/SPSE Password:
Database Requirements
SQL Server

AutoClassifier v7.0 requires SQL Server 2019

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 installation, but before configuration.

In large environments where a database team is responsible for creating and maintaining databases, BA Insight recommends following your standard internal practice for database creation, and assigning 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.
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 automatically creates the database for you with optimum database parameters (these are not under your control and may generate unexpected costs).

    • To correctly control the database dimensions and costs for the AutoClassifier database, manually create the database and configure AutoClassifier to connect to it. 

  
Account Requirements
Database Access This is either an SQL account, or the above service account, must have the permissions listed under Database Requirements, above.

Windows user account:

Permissions:
Service Account

  • The service account on the server that houses AutoClassifier must have standard user privileges.

  • For multi-server deployments, the service account must be a Domain account.
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).
AutoClassifier License

You must add a valid AutoClassifier license to the /License/ folder in the AutoClassifier installation package. For example, "<Program Files>\Upland BA Insight\Upland BA Insight AutoClassifier\License".

For more information, see adding your AutoClassifier license.

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.