Installation Guide Template

You can use this Installation Guide template when installing software and for the preparation, training, and conversion from existing systems. Use this template to:

  • Ensure that you have a correctly functioning system
  • Develop an installation plan that uses the appropriate installer and considers the component requirements during deployment.
  • Specify the configuration values that configure the components to interoperate.

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Installation Guide Template: Who uses it?

The Installation Plan provides installation and configuration procedures for every part of the system and describes the correct order for installing the component instances and performing basic configuration.

An Installation Guide template is used for different people in the software development process, including the Technical Architect, Development Manager, Project Manager, IT Manager, Test Manager, Documentation Manager, Technical Writer, and System Administrator.

Installation Guide Template: When is it used?

An Installation Guide is required for the installation of software / hardware / networks when the installation process is sufficiently complex to require a documented plan. An Installation Guide the procedures for installing and configuring the application in the production environments.

Installation Guide Template: Sample Screenshots

Here are sample screenshots of the MS Word Installation Guide template.

Installation Guide Template – MS Word

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Installation Guide Template: Table of Contents

1    Introduction
1.1 Purpose of this document
1.2 Identification
1.3 Reference information
1.4 Points of Contact

2. Installation Plan
2.1 Scope
2.2 Environment
2.3 Tasks
2.4 Security
2.5 Site Name [x] 2.6 Entry and Exit Criteria
2.7 Backup Procedure
2.8 Installation Test Procedure

3. System Requirements
3.1 Overview of [system] installation
3.2 Software Requirements
3.3 Hardware Requirements
3.4 Operating Systems
3.5 Database Support
3.6 Known problems

4. Installing the [system]

4.1 Prerequisites
4.2 Preparing to install components
4.3 Upgrading from Version X.x
4.4 Starting the installation
4.5 Server Installation
4.6 Client Installation
4.7 Custom Installation
4.8 Using the Installation Wizard
4.9 Uninstalling the [system]

5. Post Installation
5.1 Installing System Updates

6. Troubleshooting

7    Appendices
    Glossary of Terms
Acronyms and Abbreviations

Installation Guide Template: Content & Format

The template is in Microsoft Word format (.doc) and can be downloaded instantly online for only $9.99.

2 x Installation Plan Templates (blue theme with image + no image) 21 pages Download Word template
Installation Plan Template (red theme) 21 pages Download Word template

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