This checklist is designed to be worked through before Docbox goes live with end users. It covers everything your IT team and Docbox administrator need to have in place across two stages: preparing your infrastructure before the VM is deployed, and completing the initial configuration in the Control Panel once it is.
If you need guidance on any item, follow the link to the relevant Help Centre article.
Stage 1: Infrastructure (IT team)
These items must be in place before or during VM deployment. Work through them in conjunction with CFH.
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Item | Notes |
|---|---|---|
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VM infrastructure meets minimum system requirements | See System Requirements |
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Static IP address assigned to the Docbox server | See Networking Requirements |
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Hostname finalised and registered in DNS | See Networking Requirements |
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TLS certificate arrangement agreed with CFH | See Networking Requirements |
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Firewall rules applied - core rules | See Firewall Requirements |
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Firewall rules applied - print processing rules | See Firewall Requirements |
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Firewall rules applied - email notifications (if used) | See Firewall Requirements |
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Firewall rules applied - Active Directory (if used) | See Firewall Requirements |
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SSH support access confirmed (internal and CFH) and restricted to trusted networks | See Firewall Requirements |
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AD service account created with read-only permissions (if using AD) | See Active Directory Integration |
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AD printer access groups created with distinguished names noted (if using AD) | See Active Directory Integration |
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AD reporting groups created (if using departmental or organisational reporting) | See Active Directory Integration |
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AD roles groups created (if managing Control Panel access via AD) | See LDAP Roles |
Stage 2: Control Panel configuration (Docbox administrator)
These items are completed in the Docbox Control Panel after the VM has been deployed by CFH.
|
Item | Notes |
|---|---|---|
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LDAP Settings configured and connection tested (if using AD) | See LDAP Settings |
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LDAP Roles mapped to AD groups (if using AD) | See LDAP Roles |
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Credentials added for your output channel | See Credentials |
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Paper stock(s) configured | See Paper |
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Envelope(s) configured | See Envelopes |
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Delivery service(s) configured | See Delivery Services |
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Stationery configured (optional) | See Stationery |
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Electronic inserts configured (optional) | See Electronic Inserts |
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Printers configured and linked to AD groups | See Printers |
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Email notifications configured (if used) | See Email Settings |
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Data retention period reviewed and set | See Data Retention |
Stage 3: Readiness checks
Before going live, verify that the system is working end to end.
|
Item | Notes |
|---|---|---|
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Log in to the Docbox Dashboard as a test user | Confirms DNS, HTTPS, and AD authentication are working |
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Confirm the test user can see their assigned printers | Confirms AD printer group membership is correct |
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Submit a test print job through the Dashboard | Confirms end-to-end job submission and routing |
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Submit a test print job via the Print Driver (optional) | Only required if the Print Driver is being deployed to users. See Docbox Print Driver |
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Confirm Docbox File Agent is installed and configured (optional) | Only required if using DFA for automated document submission. See Docbox File Agent |
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Confirm email notification received for the test job (if email is configured) | Confirms SMTP configuration is correct |