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Pre installation
Back up best practices
It is very important to back up Touchstone and Touchstone Re.
Back up user data
Back up user data regularly.

Introduction
System requirements
Pre installation
- Read first
  Review the following information very carefully before installing the Touchstone and Touchstone Re applications.
- Obtain your license
  Your license file automatically detects the Touchstone/Touchstone Re components you are licensed to install.
- Back up best practices
  It is very important to back up Touchstone and Touchstone Re.
  - Back up databases
    Back up both read-only and writable databases.
  - Back up user data
    Back up user data regularly.
- Manage the Windows firewall
  The Windows firewall impacts how components residing on different computers communicate.
- Assigned ports
- Disable user account control
  For Touchstone and Touchstone Re to function properly, User Account Control needs to be disabled across all of the machines in the environment.
- Manage antivirus software
  Antivirus software should be turned off for Touchstone and Touchstone Re installations.
- Configure databases (SQL server): what you need to know
  Prepare for installation of your databases.
- Configure property exposure databases (SQL server): what you need to know
  Prepare for installation of property exposure database(s).
- Analysis Management Server (head node): what you need to know
  Prepare for installation of analysis management server(s).
- Analysis Servers (compute node): what you need to know
  Prepare for installation of the analysis server(s).
- Application Server (IIS): what you need to know
  Prepare for installation of the application server.
- Smart Clients: what you need to know
  Prepare for installation of your smart clients.
- Verify browser includes PDF Viewer
  To view the Remodeling Guide associated with each catbond company import, a web browser with a PDF viewer must be installed on the local Touchstone Re client.
- SQL server and security considerations
  A summary of security considerations involving the SQL server and Touchstone/Touchstone Re installations.
Installation
Databases
Models
Analysis Management Server (head node)
Analysis Server (compute node)
Application Server (IIS)
Client
Loss file utility
Password reset
Post installation

Back up user data

Back up user data regularly.

To find user data locations go to your Application Server and browse to [INSTALLDIR]\AIR\IIS\web.config.

User Spatial Files (if Geospatial is licensed): In web.config, search for “UserSpatialDataDirectory” and to find the SpatialData share needed to be backed up.
User CLF Files (if Touchstone Re is licensed): In web.config, search for “Clf.Catalog.Repository” and tol find the UserCLFFiles share needed to be backed up.
UserModels folder.