Finance Automation Checklist

This document contains a comprehensive description of the setup and configuration procedure to install the Solution Redwood Finance Automation, including required software updates for connected ERP systems.

The installation procedure can be summarized in the following steps:

1. Prepare the application server.
2. Deploy the core in the application server.
3. Install the Redwood Finance Automation inside the core application server.

Checklist

No	Task	Action	Topic	CHECK
1	VPN Remote Access for Redwood Software Consultants	Customer
2	Download Redwood Platform from Redwood Software support portal	Customer	(Download and Extract redwood-platform.zip)(RedwoodPlatformServiceInstallation)
3	Download CAR from Redwood Software support portal	Customer	Installing and Upgrading Redwood Finance Automation
4	Download Eclipse Adoptium Temurin (recommended) or IBM Semeru 11 or 17 (recommended)	Customer	Oracle JDK Download
5	Install Eclipse Adoptium Temurin or IBM Semeru 11 or 17 (recommended)	Customer
6	Prepare database schema	Customer	Database Prerequisites
7	Create technical User (installation)	Customer
8	Installation Redwood Platform	Redwood Software + Customer	Download and Extract redwood-platform.zip
9	Configure Redwood Platform using Admin Server	Redwood Software	Redwood Platform Configuration
10	Install database schema	Customer
11	Setup database authentication (initially)	Redwood Software
12	Set bootstrap user	Redwood Software
13	Create Request key for License	Redwood Software
14	Create support ticket for License request	Redwood Software
15	Redwood Software support generates License	Redwood Software
16	Import License key	Redwood Software
17	Initial configuration Redwood Finance Automation	Redwood Software
18	Setup E-mail functionality	Redwood Software	See Configuring Email
19	Installation of Platform Agent on server	Redwood Software
20	Connect individual System	Redwood Software + Customer
21	Perform connection tests	Redwood Software

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