System Requirements and Considerations
Before you install Records Management and any of its components, verify that your system meets or exceeds the following requirements:
Records Management Server
Windows Server 2012 or later (x64)
Windows Server 2012 R2* or later (x64)
Windows Server 2016
.NET Framework 4.5
.NET Framework 3.5
Internet Information Services 7 or later
250 MB Disk Space for software and 200 MB for log files
For Windows Server 2012 R2, the WebClient service must be running. To enable the WebClient service, ensure that the Desktop Experience feature is enabled on the server.
As a security best practice, Gimmal recommends that you configure your server to use Transport Layer Security (TLS) 1.2.
As a security best practice when using the .NET Framework, Gimmal recommends that you enable Transport Layer Security (TLS) 1.2, which provides communications security for client/server applications.
To enable TLS 1.2, you must add the following Windows registry settings to the Records Management Core server(s) and the servers of any Records Management connectors you are using (if applicable), and then reboot your system.
HKLM:\SOFTWARE\Microsoft\.NETFramework\v4.0.30319 "SchUseStrongCrypto"= dword:00000001
HKLM:\SOFTWARE\Microsoft\.NETFramework\v4.0.30319 "SystemDefaultTlsVersions"= dword:00000001
HKLM:\SOFTWARE\Wow6432Node\Microsoft\.NETFramework\v4.0.30319 "SchUseStrongCrypto"= dword:00000001
HKLM:\SOFTWARE\Wow6432Node\Microsoft\.NETFramework\v4.0.30319 "SystemDefaultTlsVersions"= dword:00000001
Note that some operating systems require additional steps to enable TLS 1.2. For more information, see Microsoft's TLS documentation To verify that your operating system supports TLS 1.2, read the Support for TLS 1.2 section of Microsoft's documentation.
SharePoint on-Premises Requirements:
SharePoint Server 2010 + .NET 3.5.1
SharePoint Server 2013
SharePoint Server 2016
SharePoint Server 2019
Effectively managing a database requires familiarity with collation, maintenance plans, recovery models, backups, and techniques for minimizing file system fragmentation, such as creating a database file large enough for any anticipated growth.
SQL Server Versions
- SQL Server 2016 or later
If it is necessary to upgrade from an older version of SQL Server (pre 2016), after you upgrade SQL Server and BEFORE installing the latest version of Gimmal Record Management, verify the SQL Compatibility Level of the “InformationLifecycle “ database by running the following query:
select compatibility_level from sys.databases where name = 'InformationLifecycle'
This query should return a minimum value of 130. If this is not the case, refer to the following Microsoft documentation for updating the compatibility level here.
The following table shows database sizing estimates in GB. The "m" in the Data File headings represents millions.
Information Lifecycle Data
1200 (1.1 TB)
2400 (2.4 TB)
Information Lifecycle Log
Records Management requires a case insensitive collation as a minimum system requirement for the SQL Server database. The default EN-US collation is SQL_Latin1_General_CP1_CI_AS, which meets the Records Management minimum system requirements. Guidance on collations is available here: https://msdn.microsoft.com/en-us/library/ms143508(v=sql.105).aspx
The Database Administrator should be familiar with tuning and monitoring a SQL Server instance. If there are no efforts made to track database performance over time, it becomes highly likely that database performance may be negatively impacted.
These monitoring efforts should be documented in reports containing empirical information about the database. From these reports, it is possible to construct and maintain a well-designed SQL Server maintenance plan. A SQL maintenance plan is highly recommended for any Records Management implementation.
The plan should address, but not be limited to, the following:
Maintenance Plan Cleanup
Database administrators must run the stored procedure ProcBlock_RebuildIndexes to rebuild the Records Manager indexes to improve query performance if they experience slowness.