System Requirements

Software Deployment Options, Hardware Requirements, FAQs and more!

Hardware RequirementsCloud Server FAQsDGEM Requirements
(Plan Docs, 5500s & CATTS)

Software Deployment Options

ASC’s DC/401k, Defined Benefit, Compliance, Gemini and PensionPal Systems are software applications hosted by you. They can be deployed in a variety of ways to meet the changing demands of our clients in an increasingly virtual world. Many companies choose to host these applications on-site on their own premises, while some choose cloud service providers which provide servers to deploy these applications without having the additional burden of managing their own server.

These two installation options are outlined below:

In-house network server: An in-house server is one that you own, which is stored and maintained in your physical office space. Workstations are located in the same office as the server and can be connected to the server via a LAN (Local Area Network). Additional features can be added to your in-house server to allow for remote access by all or a partial group of users. Remote access options include Remote Desktop Connection, Citrix as well as other applications.

Cloud Server: A cloud server is a virtual server (rather than a physical server) running in a cloud computing environment. The actual hardware is built, hosted and available for use via a cloud computing platform via the internet, and can be accessed remotely. It is also known as a virtual server. This option alleviates the need to have a central office and all employees can be remotely located. Click here to access cloud server FAQs.

There are different costs and benefits associated with each of the configurations above. The option you choose will be determined by your needs and in conjunction with your IT staff.

ASC’s Installation Support Team will assist your IT staff with installing the DC/401k, Defined Benefit, Compliance, Gemini and/or PensionPal Systems.

Please see the ASC System Hardware Requirements for specific requirements for server and workstation.

DGEM (Document Generation & Management System) Requirements

DGEM Supported Internet Browsers

ASC’s Plan Documents, 5500, Plan Sponsor Connect and CATTS Systems, are all applications on the Document Generation and Management (DGEM) platform, and are hosted by ASC. Users access these applications via an internet browser. ASC supports users who access the system using the later versions of the Chrome and Edge browsers.

DGEM CATTS (Client & Task Tracking Requirements)

Client Requirements
  • The client must be one of the supported applications for Outlook add-ins. The following clients support add-ins:
    • Outlook 2013 or later on Windows
    • Outlook 2016 or later on Mac
    • Outlook on iOS
    • Outlook on Android
    • Outlook on the web for Exchange 2016 or later and Office 365
    • Outlook on the web for Exchange 2013
  • The client must be connected to an Exchange server or Microsoft 365 using a direct connection. When configuring the client, the user must choose an Exchange, Office 365, or account type. If the client is configured to connect with POP3 or IMAP, add-ins will not load.
Mail server requirements

If the user is connected to Microsoft 365 or, mail server requirements are all taken care of already. However, for users connected to on-premises installations of Exchange Server, the following requirements apply.

  • The server must be Exchange 2013 or later.
  • Exchange Web Services (EWS) must be enabled and must be exposed to the Internet. Many add-ins require EWS to function properly.
  • The server must have a valid authentication certificate in order for the server to issue valid identity tokens. New installations of Exchange Server include a default authentication certificate. For more information, see Digital certificates and encryption in Exchange 2016 and Set-AuthConfig.
  • To access add-ins from AppSource, the client access servers must be able to communicate with AppSource.

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