Concordance Desktop Server is server class software and requires a powerful, designated server to ensure that performance is optimal. Some IT departments may try to host Concordance Desktop Server on a virtual machine as opposed to a designated server in an effort to save money without allocating enough system resources. Unlike Concordance Desktop (where processing is performed on individual workstations), all processing for .FYI users is done on the Concordance Desktop Server. When implementing Concordance Desktop Server, we recommend that you invest in the best server your organization can afford, that meets or exceeds what is stated in the system requirements.
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Concordance Desktop Server is not a web server and cannot work through a proxy server. Concordance Desktop Server must have an open connection through a named port. |
When planning your server setup, there are a few things to consider beforehand. We recommend that you reference the Best Practices for Server Setup when planning your server configuration.
Please also refer to the Concordance Desktop Server recommendations in the System Requirements.
Concordance Desktop Server Security |
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Standard |
24-hour Surveillance |
Fingerprint/Retina scan access |
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Best Practice |
Hardware Firewall |
Network/Server Monitoring |
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24-hour Surveillance |
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Fingerprint/Retina scan access |
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Concordance Desktop Server Backups |
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Standard |
Incremental secure backups |
Best Practice |
Data Mirroring/Clustering |
Disaster Recovery Plan |
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Offsite Data Recovery |
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Server Support |
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Required Staff |
CCSA |
CCFA |
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Project Manager |
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Network Administrator |
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Technical Support |
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Best Practice |
24/7 Technical Support |
CCST |
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Paralegals |
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Print Job Clerks |
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Project Managers Law Firm Experience, Previous Vendor Experience, and EDD/Processing Experience |
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Database Administrators Active Directory Administrators Certified DBAs, Very Technically Savvy, Detail Oriented, and have Network Administration Experience |
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Concordance Desktop Server Setup |
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Standard |
Be sure to have the recommended minimum hardware resources |
Best Practice |
Create a separate Microsoft Windows account for Concordance Desktop Server that has network rights to run services |
Store active databases on the Concordance Desktop Server itself or on a SAN or NAS server box that is attached to the Concordance Desktop Server to eliminate as much network latency as possible. If you are using a SAN or NAS server box for databases, the server should be on the same LAN, in the same location as the Concordance Desktop Server, and connected to the Concordance Desktop Server with Gigabit-speed Ethernet switches and cables. |
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Be sure your Concordance Desktop Server is not on a Web server. |
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Store the TIFF image files associated with your databases on the Concordance Desktop Server or on a SAN or NAS server box that is attached to the Concordance Desktop Server to eliminate as much document and production latency as possible. If you are using a SAN or NAS server box for TIFF image files, the server should be on the same LAN, in the same location as the Concordance Desktop Server, and connected to the Concordance Desktop Server with Gigabit-speed Ethernet switches and cables. |
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Concordance Desktop Shortcut (.fyi) File Setup |
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Standard |
Provide the shortcut (.fyi) file to the client to allow them greater control over their data |
Best Practice |
Make sure that clients/users are using the latest version of Concordance Desktop. |
We recommend that you do NOT allow access to the following menu items: •File > Modify •File > Reindex •File > Index •File > Administration •File > Begin Program •File > Edit Program •Edit > Validation •Edit > Delete and undelete |
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