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Initial configuration

Configuring Cortado server

Finishing initial configuration

Configuring Cortado server

After installing Cortado Server, its Configuration Assistant automatically will open to guide you through the initial configuration. You can open it as well under Start→ Programs→ Cortado Server→ Configuration Assistant. The settings made here can always be changed later by running the configuration wizard again locally, or by calling up the Cortado management console in the browser of any computer. There you will find the settings under Control Panel→ Global Settings.

With the initial configuration the following settings are specified:

In a standard configuration, you can carry over the default settings in the Configura­tion Assistant and confirm each with Next.

Licensing

After you have confirmed the Welcome window by clicking on Next, another window will open (see illus.). Select Demo mode to try the software (with up to five users) for 30 days, or Enter license key(s), if you already have license keys.

Note! Detailed information on licensing can be found in the manual Licensing of Cortado products.

Choose licensing method

If you selected Enter license key(s) then the window in left illus. will open. Copy your license keys into the white field on the left in left illus. and click Enter Licenses.

Entering license keys: Copy into the white field and click on Enter licenses

Then, one of the red circles with an exclamation mark will change to a green circle with a checkmark (above right in illus.). Click OK to continue.

Note! After being entered, a license key will be valid for 30 days without being activated. For license key activation, go to: Cortado Enterprise Por­tal.

Database

If you need to use the SQL database that was created during the installation of the Cortado server, leave the default setting (.\sqlexpress, see illus.). Otherwise, enter the SQL server here and, where applicable, the SQL instance. Or search for the SQL server by clicking on Browse. You also have the possibility to change the data­base name. Click Next to continue.

SQL server and instance

Configuration Type

Here you’ll be able to configure a further Cortado server in a later version. Click Next, to continue.

Confirm settings

Connections

In the connection settings enter the address of the Cortado server.

Connection settings

  • Cortado server address: Here you are prompted to enter the external host name or the external IP address (URL) or the Fully Qualified Domain Name (FQDN) of the Cortado server. This address will be written into Cortado Server’s SSL certificate and thus be used in browsers to open Cortado websites via https.
  • Furthermore, the following TCP port is required:
    • Client communication port: The default port for encrypted connections from the smartphones via https to the Cortado server is 443.
    • Server communication port: This Port (81) is used only for software internal connections.
      If these TCP ports are occupied by other applications select different ones.
  • Write the server address to the hosts file: Enable this checkbox if you wish to install Cortado Server as a proof of concept. Disable this checkbox for the installation in a productive environment and make a corresponding entry in the DNS.

Note! Please note that your company’s firewalls must be configured accord­ingly for the external connections. Open the firewalls for all incoming connec­tions on the port 443 that is required for Cortado Server. See also the table on TCP ports for Cortado Server.

Certificates

These certificates ensure the encrypted communication between the Cortado server and Cortado apps.

If you have your own or bought root and server certificates, you can select them with Browse If you are using certificates of this type, they must be imported beforehand into the certificate store of the Cortado server, under Certificates (Local Computer)→ Trusted Root Certification Authorities→ Certificates (Root certifikate) and Per­sonal→ Certificates (Server certifikate). In doing so, note that the root certificate must be imported together with the private key (see section Setting up root and server certificates).

For a Proof of Concept, the Cortado server can generate own self-signed root and server certificates alternatively: using Create new self signed root cer­tificate and Create new self signed server certificate (see selection in illus.).

 Selecting certificates or creating new ones

The users will download the root certificate from the User Self Service Portal (First Steps Wizard) to their devices later on. It is used to check the trustworthiness of a server certificate. As soon as the browser of the device requests an https page from the Cortado server, it sends the server certificate to the device.

Note! The server certificate which is created here (if necessary) contains the server address specified in the External connection settings menu. Make sure that – on the one hand – this address is reachable from the devices and – on the other hand – the users use exactly this address for connections to the User Self Service Portal as well as to the web app. Oth­erwise certificate errors can occur in the device’s Internet browsers.

Account and e-mail settings

In the next window prepare the e-mail forwarding between the mail server and Cor­tado Server. Integrate here your Microsoft Exchange Server. If you don’t want to include a mail server or if you use Lotus Domino or Novell GroupWise, a con­nector is created to forward the emails to the Cortado server.

  • Enter at the top an account with local administrator permissions. This account is used by services and applications if they need administrator permissions for a particular process. We recommend the CortadoService account that you’ve used for the installation (see section Setting up CortadoService account). This account requires an Exchange mailbox if you are using Microsoft Exchange.
  • Below, enter the address of the (primary) mail server (here: ex02.ccs­demo.de).
  • Finally, enter the address of the connector (with Microsoft Exchange), the name of the SMTP Foreign Domain (Lotus Domino) or the route (Novell Groupwise Internet Agent for SMTP) that you will create on the mail server after the initial configuration of Cortado Server. Connector as well as foreign domain are freely selectable (suggestion: cortado.local).

Settings for e-mail forwarding (example for Microsoft Exchange)

Storage settings

If you do not want to change any of these optional settings, click Next.

Otherwise set the path to User Storage, the root directory of Cortado Server. The user directories are located therein (default: c:\User Storage). Therein are located, in turn for each user, the different default directories and links to shared folders on the corporate network.

You can change the path to the Project Storage here. All projects will be saved into this folder, within separate subfolders. Users can create projects, if they want to share files with other users (see section Sharing).

Storage settings

Note! If you later change the path to the User Storage (for example, while run­ning the Configuration Assistant again), the user directories defined here will be lost.

Finishing initial configuration

When you click Next, the selected settings for initial configuration will be displayed.

Initial configuration summary (section)

Verify the information. If everything is correct, click Next to continue. The services will now be configured. Initial configuration is finished when a green checkmark appears next to all the services. If a red cross appears you can double-click it to show an error description.

All components have been successfully configured

Click Next. An information window with further instructions will open. With the Launch Cortado Management Console after closing, checkbox enabled, after the window closes, the Cortado Management console will open automatically in your default browser. Alternatively, you can open the manage­ment console in the browser of any workstation. With the Launch Cortado Licenese Manager after closing, checkbox enabled, after the window closes, the Cortado License Manager will open automatically. If you already have license keys, you can enter the keys here.

Configuration finished

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