CDI Requirements (Internal)

We're transitioning to a new User Interface, and are in the process of updating Help Hub content to match the new interface.

Internal FAQ to use as a reference until formalized/improved onboarding docs are created. 


Recommended Specifications:

  • Windows 8.1, Windows Server 2012, or later
  • 20gb of free disk space
  • Minimum of 6gb of memory



  • A SQL Server user with DB_Datareader permissions on the <GL > databases (Does not apply to Quickbooks or ProvideX based Sage 100)
  • We recommend creating a dedicated service account/user with a non-expiring password that will be used to execute the scheduled windows Task. 
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