ComplianceOne — Installation Instructions

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Please Note:

These installation instructions list specific implementation options. If you are attempting to install in a manner other than what is listed, contact SupportLine to discuss your options or for additional information.

Note on Anti-Virus Software:

Before installing or updating software on a computer, it is very important to temporarily disable anti-virus software during the installation process as anti-virus software may adversely affect the installation. Download and review the instructions below to install your ComplianceOne software.

Note on Domain Controllers / Active Directory servers:

Having the Microsoft prerequisites for ComplianceOne such as SQL Server or Internet Information Services (IIS) installed on a Domain Controller or Active Directory server introduces your network and ComplianceOne data to security risks.

These risks include:

Loss or misuse of customer data
Loss or misuse of institution data
Unauthorized access to system
Adverse regulatory examination reports or other regulatory actions

Because both Microsoft and Wolters Kluwer Financial Services recommend against installing these Microsoft prerequisites on a Domain Controller or Active Directory server, Wolters Kluwer Financial Services will no longer support this type of installation. Contact SupportLine at (800) 274-2711 Ext. 123211 to discuss alternate installation options.

Version 2011.4:

These instructions will guide you through updating ComplianceOne version 2011.3 to version 2011.4.

Installation Instructions for Updates Guide (Step-by-step Instructions)

Quick Update Guide for Server and Standalone Systems (Checklist)

Quick Update Guide for ComplianceOne Client (Checklist)

Version 2011.3:

These instructions will guide you through updating ComplianceOne version 2011.2 to version 2011.3.

Update Instructions

Additional Installation Information:

ComplianceOne Custom Document Installation Guide.

Electronic Signature (E-Sig) — System Requirements.

Microsoft SQL Server 2005 Express Edition: Installation Instructions for ComplianceOne.

For Release Notes and other documentation, log in to view ComplianceOne - Documentation.

Files addressing issues for specific releases are made available from the Downloads section of our web site: Log in and check ComplianceOne - Downloads.

View ComplianceOne - Product News.

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