Configuring Your Firewall for QuoteWerks Web On-Premise Database Hosting

Important: The following setup instructions are for advanced IT Administrators. Experience with firewalls, and Microsoft SQL Server is required to complete these steps. DO NOT attempt to follow the instructions below if you do not have the above mentioned experience.

Below are steps to integrate QuoteWerks Web with your on-premise QuoteWerks Microsoft SQL Database.

Overview:
From a high-level there are only 3 steps required to integrate QuoteWerks Web with your on-premises QuoteWerks Database.

1.Ensure your Database Server is setup for Mixed Mode authentication. This is a required step. Instructions are below on how to do this under Setup Instructions.

2.Configure your hardware firewall to route incoming SQL traffic to your Windows Server that is running Microsoft SQL Server and limit access to only the IP address of the QuoteWerks Web server.

3.Configure the firewall on your Windows Server (that the SQL Server is on) to not block the incoming traffic that you just routed from the hardware firewall to your SQL Server.

Once completed the last step will be to complete the QuoteWerks Web setup process in QuoteWerks.

Important: Please note SQL Server administration is outside the scope of this document. The steps provided below are simply to point you in the right direction. Please consult your SQL Server administrator for further assistance.

Setup Instructions:

1.Ensuring your Database Server is setup for Mixed Mode authentication

a.Launch the Microsoft SQL Server Management Studio

b.Right-click the SQL server root node in the Object Explorer

c.Click Properties

d.Click Security in the left pane

e.In the right pane under "Server Authentication" select "SQL Server and Windows Authentication Mode"

Important: Please note firewall administration is outside the scope of this document. The steps provided below are simply to point you in the right direction. Please consult your firewall administrator for further assistance.

2.Configuring your firewall to route incoming SQL traffic to your SQL Server

a.On your hardware firewall/router, add a port forwarding rule / entry in your firewall to forward external SQL port (default is TCP/IP 1433) requests to your internal SQL Server.

3.Configure the firewall on your Windows Server (that the SQL Server is on) to not block the incoming traffic on port 1433 that you just routed from the hardware firewall to your SQL Server.

Whitelisting Guidelines:

1.Configure your firewall to limit incoming SQL Server port access to Only QuoteWerks Web's IP Addresses (209.208.98.51 and 52.237.138.167).

2.We strongly recommend you change your SQL Server from the default port of 1433 (or even just the external port portion of the port-forwarding rule if your firewall supports this).

Additional Notes
A simple way to determine your external IP address is by Googling: "external ip address". Google provides your Public IP address at the very top of the search results.
Also sites like https://www.whatismyip.com/ will provide you your public IP address.

For more information on configuring your Windows Firewall to allow SQL Server Access see:

https://docs.microsoft.com/en-us/sql/sql-server/install/configure-the-windows-firewall-to-allow-sql-server-access

Final Setup Steps

After the above steps have been completed, you can continue to the final steps of setting up QuoteWerks Web.