This document provides a general outline of the hardware and software required for TDF CRM. There are many variables in your computing environment that can affect the performance an end user experiences. At the start of your implementation a TDF IT Environment Consultant will work with your IT team to identify any potential bottlenecks in your systems before you order any new hardware or software upgrades.
General Requirements
White Cup provides the TDF CRM application software. In addition to hardware, you will need to provide the Microsoft Windows, Microsoft Office, and Microsoft SQL software and necessary Microsoft licenses for user access.
Server Requirements
TDF CRM is usually installed using two Windows servers. The first is the SQL database server and the second is the TDF server that hosts the website, integration services and configuration tools. Both of these can run on physical servers or virtual servers provided the resources of the host are not over allocated.
SQL Database Server Requirements
- See the sizing guide in this document for the correct CPU and RAM requirements
- A high performance SAN or disk array using SAS or SCSI drives is recommended for the SQL database files
- Windows Server 2016 64-bit or greater
- Microsoft SQL 2014 64-bit or greater
- NOTE: Microsoft SQL licenses are not included in your TDF quote
TDF Server Requirements
- 4 CPU Cores @ 2.0GHz
- 8GB RAM
- Windows Server 2016 64-bit or greater with IIS enabled
- Microsoft .NET Framework 4.6 or greater
- Microsoft Office 2016 64-bit
- The BI integration service requires database level access to your ERP (business system). Depending on the ERP you use this may require installation of an ODBC driver you obtain from your ERP provider.
- A publicly available IP address allowing HTTPS access to the server.
- The TDF Alert service requires a mail account on your email server with rights to relay SMTP messages.
- The TDF Email Logging service requires a mail flow or journaling rule on your email server that directs copies of messages to a central mailbox for processing.
Client Requirements
Windows Client and Outlook Add-in Computer Minimum Requirements
- 2 CPU Cores @ 2.0 GHz
- 4 GB RAM
- Windows 10 64-bit or greater
- Microsoft .NET Framework 4.6 or greater
- Office 2016 64-bit or newer for integration with Outlook, Word and Excel
- 1280 X 1024 or better resolution display
Windows Client and Outlook Add-in Computer Recommended Specifications
- 4 CPU Cores @ 2.0 GHz
- 8 GB RAM
- Windows 10 64-bit or greater
- Microsoft .NET Framework 4.6 or greater
- Office 2016 64-bit or newer for integration with Outlook, Word and Excel
- 1920X1080 or better resolution display
TDF Web Client Requirements
- Smartphone or tablet with up to date Chrome, Firefox, Safari, or built in browser.
- Laptop/desktop with the latest release of Chrome, Firefox, or Safari browsers.
Sizing guide
Some companies have a higher number of TDF users while others have a higher number of transaction than others. Both factors impact server sizing. Please use both factors listed in the table below when identifying what server size fits your company. If you want to implement TDF CRM on an existing server that already has a workload, you should increase the resources above the values listed below to accommodate the needs of TDF and the existing workload.
| SQL Server Sizing Guide | ||
| Size A | 1-15 TdF CRM users & less than 150,000 invoice lines per year |
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| Size B | 16-50 TdF CRM users & less than 700,000 invoice lines per year |
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| Size C | 51-100 TdF CRM users & less than 1 million invoice lines per year |
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| Size D | 101-200 TdF CRM users & less than 2 million invoice lines per year |
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| Size E | 200+ TdF CRM users or more than 2 million invoice lines per year | Contact White Cup for personalized sizing recommendations |
If you have questions we haven’t answered here please contact us at 877-285-4800.
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