Configure the Client Connection
Use the Connection Wizard to configure the Client connection (App Server/3-tier connection between the Client machine and the Cherwell Application Server).
In most cases, the Connection Wizard is launched and the Client connection configured during the Auto-Deploy configuration so that it can be pushed out to Users using the Auto-Deploy feature. Wizard page examples are in Configure the Server Connection.
To configure the Client connection:
- Open the Connection Wizard in one of the following ways:
- Manually open the Connection Wizard from the Auto-Deploy Configuration window by selecting the Connection button.
- Manually open the Connection Wizard from the Connect to CSM window by selecting the Add button.
- If an existing User and a CSM connection is already configured, the Connection Wizard does not appear but there is a prompt to update the database either during the installation process or on first run of an application if an update is required.
- Review the introductory text, and then select Next.
- Select Connect to a Cherwell Server (because this is an Application Server/3-tier connection), and then select Next.
- Specify where to find the Cherwell Application Server, and then select Next. For details on specifying the server location, refer to Client Connection Options.
- Provide a name and description for the Client connection, and then
select
Next.
There cannot be two connections with the same name, so we recommend a name like Company Cherwell.
- (Optional) Select
Test Connection to verify that the connection to
the server/database.
The Cherwell Application Server must be running in order to successfully test a 3-tier connection. If the Application Server is not running (first time install or paused), manually start it using the Server Manager (select Start>All Programs>Cherwell Service Management>Tools>Server Manager, then select the Cherwell Application Sever and select Start Server).It is possible to finish creating the connection without testing the connection.
-
Select Finish.
CSM creates the Client connection.