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:
- Entering the license keys
- Configure database
- Configure the connection settings with TCP ports and SSL certificates
- Configure certificates
- Prepare the e-mail forwarding between the mail server and Cortado Server
- Define the path to the storage for Cortado Server user directories
In a standard configuration, you can carry over the default settings in the Configuration Assistant and confirm each with Next.
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.
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.
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.
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.
Here you’ll be able to configure a further Cortado server in a later version. Click Next, to continue.
In the connection settings enter the address of the Cortado server.
- 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.
Root and server certificates ensure the encrypted communication between the Cortado server and the mobile devices.
The configuration assistant offers the possibility to use a (self-signed) root certificate created with an own certificate authority or to generate self-signed root and server certificates with the Cortado server. Both Google and Apple have not supported self-signed certificates for some time. It is therefore mandatory to purchase a server certificate from an authorized certification authority (CA). Optionally, you can also purchase a root certificate from an authorized certificate authority (CA).
The purchased certificates 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).
When using a purchased server certificate:
- Keep the setting on the left under Root certificate→ Create new self signed root certificate.
- Under Server certificate→ Use specific server certificate, select your purchased server certificate.
If using a purchased root certificate:
- Choose Root certificate→ Use specific root certificate and under Server certificate (SSL)→ Create new self signed server certificate. This will derive a server certificate from your purchased root certificate.
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).
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).
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.
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.
Click Next. An information window with further instructions will open. 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.