Technical Requirements
Server
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The platform requires an application server and a database server.
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Both can be run from the same machine or split between machines.
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These can be new physical servers or virtual machine allocation.
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If your financial institution already has an existing SQL Server platform:
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We can install our two databases on an existing DB server.
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The financial institution will provide a dedicated application server to support our web application and web services.
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Hardware Requirements
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If you are running the application server and DB server on the same machine:
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16-32 GB RAM
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200 GB – 300 GB disk (depending on data volume)
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If you are separating the application and database servers across two machines:
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Application server will require 16 GB RAM and 100 GB disk
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DB Server will require 100-150 GB
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Server Software
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OS: Windows 2019 or greater
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.NET Framework 6.0 or greater
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HTTPS certificate (recommended, required for IQMarketing Insight Tags)
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IIS 7.5 or greater
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IIS URL Rewrite Extension 2 from Microsoft
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This is part of IIS 7.5 or can be acquired from http://www.iis.net/download/urlrewrite
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SQL Server 2016 or greater (standard or enterprise edition). 2019 or higher is recommended.
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Can use an existing SQL install if necessary.
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Requires Full-Text Search installed for both SQL and HTTPS Certificate
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SSMS (SQL Server Management Studio)
Credentials
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Local admin on Quest Analytics’ app server (provide credentials to Quest Analytics)
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DB Login with SQL Authentication
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Sysadmin rights to DB server
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Or DB login with the following:
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DBO rights to database the two IQCRM databases
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Bulk admin rights on database server
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SQL Agent Access (ability to create and run scheduled jobs)
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SQL Profiler Access (ability to monitor jobs)
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Email Account
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Email account with rights to send email (inside and outside domain)
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Authentication options are SMTP or Microsoft Graph
User Workstations
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Windows 10
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8GB RAM
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Edge or Chrome browser
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Minimum monitor resolution - 1280 x 800
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Microsoft Outlook (v2013 or above)
Access to Environment
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Quest will require credentials for accessing core system and/or teller/platform environments for deployment and then ongoing support.
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Standard access method will be provided by Quest Analytics.
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Alternate access is VPN provided by client.
Teller Referral Assistant
Only applicable for the Teller Referral Assistant module:
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Workstation for TRA/Service Request installation and testing setup with the same environment as user workstations
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LogMeIn install to this machine
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Connectivity/Login to Teller system
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List of test accounts for transaction testing
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Teller System installed on workstation with capability to test branch capture vs. teller capture