You are most likely reading this article because your company has purchased SOCKETWorx and you are responsible for standing it up and then getting it connected to SQL.

SOCKETWorx is a web application which needs to be installed on a Windows Server, somewhere.

Some install it on a LAN, and others on a WAN, server.  Some opt to install it on a virtual server.  

In terms of the SOCKETWorx deployment it really doesn't matter where it is installed, it just needs to be a Window Server because it is reliant on Window Internet Information Services (IIS).  

There is another deployment consideration and that is SOCKETWorx must Connect to SQL.  In order for this to be achieved, the User Credentials deployed within (IIS) must have full read/write access in SQL and to the network directories where Users will store Primary and Secondary Documents that SOCKETWorx will render for the Users.  

Figure 1, a typical deployment

The application and data servers can be one in the same.  For Example, SOCKETWorx can be stood up on a Laptop computer running SQL Express.  We don't recommend this, but it just represents that the 'servers' can be the same.

Here are the steps and requirements to get SOCKETWorx stood up:

  1. Identify the Window Server upon which SOCKETWorx will be installed.  From it Launch any web browser and go to This site will list your Public IP and ECE requires this information so we can whitelist it in our system. Without this information SOCKETWorx will not be able to find licenses or all the other resources needed to run.

    Please email your Public IP address from the Server SOCKETWorx will be installed on.

  2. Download the SOCKETWorx Installation and latest Update files.  These downloads can be found on the downloads page:

    Download the Installer and the latest update

  3. Move the SOCKETWorx installer to the Windows Server and follow the installation instructions found within the User Manual;

    For new installations, you'll want to read through everything, but Section 3.2 is where you'll get started.

    IMPORTANT NOTE: SOCKETWorx must be able to connect and communicate with 1) the SQL Server databases and 2) your network directories where Primary and Secondary documents (e.g. PDF Files of Drawings, Datasheets, Cut Sheets, etc.) reside. Consider creating a 'SOCKTEWorx' User that has credentials. This is a System User SOCKETWorx will be using so it has access to everything it needs.

  4. Follow the Update Instructions in section 3.1 to make sure the latest updates are available to the SOCKETWorx users.
  5. Target a SQL database and make sure that the 'SOCKETWorx User' has full control.
  6. Target the network directories where Primary and Secondary documents will reside and make sure the 'SOCKETWorx User' has full control.
  7. Launch SOCKETWorx and Register the Site.  You are now a Super User and can setup Roles, Users, and start establishing connections to SQL data sources.