Installing HelpSystems Insite on Your Windows Server - Quick Setup

Make sure your system meets the minimum requirements before installing 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, end all HelpSystems Insite services on your Windows server before updating. They should be ended in the following order:
    1. HelpSystems Insite PTAV Service
    2. HelpSystems Insite Watch List Collector
    3. HelpSystems Insite Watch List Coordinator
    4. HelpSystems Insite Watch List Database
    5. HelpSystems Insite Analytics Service
    6. HelpSystems Insite Server
    7. HelpSystems Insite Integration Service
    8. HelpSystems Insite Message Broker
    9. HelpSystems Insite Coordinator
    10. HelpSystems Insite Secure Storage
    11. HelpSystems Insite Database
    Any missing services can be omitted from these steps. 
  • 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 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.

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 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: July 17, 2019