Installing or Updating HelpSystems Insite on Your Windows Server - Quick Setup

Make sure your system meets the minimum requirements before installing or updating Insite on your Microsoft Windows Server.


  • You can download the installer from the My Downloads page on our customer portal. The installer is available whether you're requesting a free trial of our software, updating your software, or converting your software.
  • If you are updating HelpSystems Insite and have specific configuration you would like to retain, we recommend backing up Insite prior to updating. 

The Quick Setup option is for users that are new to Insite and are only installing or updating on a single system. This option will install all of Insite's prerequisite services and products. You will not have the option to exclude any products or services. 

Installation on Windows requires a user account that is a member of the Administrators user group. 

Note: Insite Watch List is a component of Insite that will be installed and cannot be excluded with Quick Setup. The installation of Insite Watch List can add additional time to the installation process.  

Quick Setup:

  1. Click Get Started within the Quick Setup section of the installation window.

  2. Choose the location where you would like to install Insite. You can change the default location.

  3. Click Install.

  4. The installation begins. The installer gives you a detailed view of the installation progress.

  5. The HelpSystems Insite Server Configuration Manager window displays. You must set up ports for HelpSystems Insite. The installer lets you know if the default ports are available. If a port is unavailable, enter a new port number and click Test to see if it's available. Once all ports are available, click OK.

  6. Follow the onscreen instructions to complete the installation. After the installation completes, a summary screen will open in your default browser.

After You Are Done

After installation of all components is complete, point a web browser to the following URL:

where is the IP address of your server and nnnn is the connector port number you entered during installation.

If you have updated from an earlier Insite version, reload your browser to ensure all services are visible in the Products list. 

If this is an new installation, the Startup Wizard will display to help you configure your installation of Insite. That will help you start setting up the software.

Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: March 10, 2020