SOP-001: E2B Installation

DOCUMENT CONTROL

Field	Value
SOP ID	SOP-001
Version	1.0
Status	Active

INFO

Document ControlTitle: E2B Installation Document ID: SOP-E2B-001 Version: 1.0 Effective Date: 2023-04-01 Author: John Doe Approver: Jane Smith

Purpose

This Standard Operating Procedure (SOP) provides a step-by-step guide for installing the E2B system on a new server. It covers the necessary prerequisites, installation steps, and verification process to ensure a successful deployment.

Procedure Flowchart

┌───────────────────────────────────────────────────┐
│                   START E2B INSTALL               │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│      Verify Hardware and Software Requirements    │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│           Download E2B Installation Package       │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│              Install E2B System Components        │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│                 Configure E2B System              │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│                  Verify Installation              │
└───────────────────────────────────────────────────┘
     ▼
┌───────────────────────────────────────────────────┐
│                       END                         │
└───────────────────────────────────────────────────┘

Procedure

1. Verify Hardware and Software Requirements

Prerequisites

Ensure that the target server meets the following hardware and software requirements:

• Operating System: Windows Server 2019 or later
• Processor: Intel Xeon or AMD Epyc, 4 cores or higher
• RAM: 8GB or more
• Disk Space: 100GB or more
• .NET Core 6.0 Runtime

2. Download E2B Installation Package

INFO

1. Visit the E2B software download page and locate the latest installation package.
2. Download the E2B installation package to the target server.
3. Extract the contents of the downloaded package to a suitable directory on the server.

3. Install E2B System Components

DANGER

1. Open an elevated command prompt or PowerShell window on the target server.
2. Navigate to the extracted E2B installation directory.
3. Run the following command to install the E2B system components:

.\install.ps1

4. Follow the on-screen instructions to complete the installation process.
5. Once the installation is complete, proceed to the next step.

4. Configure E2B System

INFO

1. Open the E2B configuration utility.
2. Set the following configuration parameters:
   • Database Connection String
   • SMTP Server Settings
   • Email Notification Settings
   • Custom Settings (if applicable)
3. Save the configuration settings.
4. Restart the E2B system services to apply the changes.

5. Verify Installation

Verification Checklist

[ ] E2B system installed successfully [ ] All required components are installed [ ] Configuration settings are properly set [ ] E2B system is accessible and functioning correctly [ ] Test the E2B system by creating a sample record and verifying its processing

Troubleshooting

Issue	Possible Cause	Resolution
E2B installation fails	Missing .NET Core runtime	Install the required .NET Core 6.0 runtime
E2B system not accessible	Incorrect configuration settings	Verify and update the configuration settings
E2B system not processing records	Service not running	Start the E2B system services
Error connecting to the database	Incorrect database connection string	Verify and update the database connection string

See Also

• SOP-002: E2B Configuration
• SOP-003: E2B User Management
• SOP-004: E2B Data Import