CRM Technical Requirements

Server

  • The platform requires an application server and a database server.
    • Both can be run from the same machine or split between machines.
    • These can be new physical servers or virtual machine allocation.
  • If your financial institution already has an existing SQL Server platform:
    • We can install our two databases on an existing DB server.
    • The financial institution will provide a dedicated application server to support our web application and web services.
  • Hardware Requirements
    • If you are running the application server and DB server on the same machine:
      • 16-32 GB RAM
      • 200 GB – 300 GB disk (depending on data volume)
    • If you are separating the application and database servers across two machines:
      • Application server will require 16 GB RAM and 100 GB disk
      • DB Server will require 100-150 GB

Server Software

  • OS: Windows Server 2019 or greater
  • .NET Framework 8.0
  • HTTPS certificate
  • IIS 7.5 or greater
  • IIS URL Rewrite Extension 2 from Microsoft
    • This is part of IIS 7.5 or can be acquired from http://www.iis.net/download/urlrewrite
  • SQL Server 2022 or greater (standard or enterprise edition).
    • Can use an existing SQL install if necessary.
    • Requires Full-Text Search installed for both SQL and HTTPS Certificate
  • SSMS (SQL Server Management Studio)

Credentials

​Only applies to on premise clients.

  • Local admin on CRM app server (provide credentials to Navanta CRM)
  • DB Login with SQL Authentication
    • Sysadmin rights to DB server
    • Or DB login with the following:
      • DBO rights to database for the two CRM databases
      • Bulk admin rights on database server
      • SQL Agent Access (ability to create and run scheduled jobs)
      • SQL Profiler Access (ability to monitor jobs)

Email Account

  • Email account with rights to send email (inside and outside domain)
  • Authentication option is Microsoft Graph
  • Ex. [email protected]

User Workstations

  • Windows 10
  • 8GB RAM
  • Edge or Chrome browser
  • Minimum monitor resolution – 1280 x 800
  • Microsoft Outlook (v2013 or above)

Access to Environment

  • Navanta CRM will require credentials for accessing core system and/or teller/platform environments for deployment and then ongoing support.
  • Standard access method will be provided by Navanta CRM.

Teller Referral Assistant

Only applicable for the Teller Referral Assistant module:

  • Workstation for TRA/Service Request installation and testing setup with the same environment as user workstations
  • Connectivity/Login to Teller system
  • List of test accounts for transaction testing
  • Teller System installed on workstation with capability to test branch capture vs. teller capture
  • Automatic toolbar population is not supported with Jack Henry Symitar core