Installing and Setting Up SOTI Connect Checklists

The following checklists will help you install and set up SOTI Connect.

Step 1 - General Pre-Setup Checklist

  1. Review SOTI Connect Components to understand the basic architecture of SOTI Connect.
  2. Download the SOTI Connect installer. The download page also includes a link to the current product release notes, which contain important information about new features and issue resolutions.
  3. Review hardware and software requirements for both cloud and on-premise at System Requirements.

Step 2 - On-Premise New Installation Checklist

  1. Review theNetwork Ports information and open ports as necessary. The installer will add rules to the Windows Firewall, but additional ports might be required depending on your environment.
  2. Install and set up SQL Server as described in Installing and Setting Up SQL Server.
  3. Install and set up HiveMQ, as described in Setting Up HiveMQ for MQTT Device Brokering. HiveMQ requires the installation of additional applications such as Java components and a keystore generation tool. This is essential if you will be using MQTT devices.
  4. Install and set up third-party REST device middleware such as Honeywell Cloud Connect or Brother Device Conductor. This is essential if you will be using REST devices.
  5. Run the SOTI Connect installer as described in Typical (All-In-One) Installation. You can run the installer later to add or change components such as additional protocol adapters.
  6. (Optional) Cluster multiple Protocol Adapters as described in Adding a New Protocol Adapter (PA) to Form a Cluster.
  7. (Optional) Cluster Management Services (MS), which provides a backup MS in case the primary one fails, as described in Setting Up a Management Service (MS) Cluster

Step 3 - Post Installation Setup Checklist

  1. Review the process for updating SOTI Connect as new releases become available, as described in Updating SOTI Connect.
  2. Review the process for uninstalling SOTI Connect as described in Uninstalling SOTI Connect.
  3. Review the content in About the Console, which provides information on initial setup within the console, including Managing Users and Managing Devices.