Getting Started Checklist

Several steps are recommended before, during, and after installing Cherwell Asset Management.

This topic includes sections that are noted as only relevant in certain configurations:

Hosted installations; On-premises installations; CSM authentication; CAM authentication

The following steps are recommended to help get you started using Cherwell Asset Management.

Before Installing:

Review the requirements for installing Cherwell Asset Management.
Locate an email message from Cherwell Software that outlines the installation process and provides login credentials.
Familiarize yourself with the components of the product and plan where to install each of them.
Analyze your network for any pre-installation issues.
Upgrading customers: See Upgrading to a New CAM Version.

Installing Server Components:

Refer to the email message you received from Cherwell Software for complete installation instructions.
If you are installing all components on one server, see Install All Components on One Windows Server for help with the process. If you are installing server components to different servers, see Installing Components to Different Machines for help with the process.

After Installing:

The first time you run CAM Administrator, the Setup Wizard starts and walks you through the steps to perform several common tasks. You can also use the Setup Checklist for help getting the most out of your use of Cherwell Asset Management.

If you plan to use CSM authentication at your site, please see Checklist for Using CSM Authentication for procedures for using CSM authentication with Cherwell Asset Management.