Gather Information Required for Installation
Before installing CSM, gather these worksheet items so you are prepared with the required server information, account details, license keys, and URLs.
Installation Item | Description |
---|---|
Cherwell® Server |
This is the machine where the Cherwell Application Server and the supporting services are installed. The account used to launch the services on this machine is called the Cherwell Server account (Network account or Services account). The
Cherwell Server account must have rights to the registry and file system on
the local machine, and must be allowed to communicate via TCP. Often the
account is a local administrator. If you want the services to use the same
account to connect to the
CSM database, you must use a domain account that has rights to SQL
Server.
For
Cherwell
Server Account Credentials:
For
CherwellMQS:
|
Database Server (SQL Server Machine) |
This is the machine where the CSM database (SQL database) is installed. The account used to access the CSM database is often called the Database Login account (SQL Login). The Database Login account must have rights to insert, update, and delete rows within tables. If you are planning to use this account for the administrative functions that modify that database, this account must also have rights to create, drop, and alter tables, and to create views, indexes, and stored procedures. When the
CSM services use this connection, the account under which the service is
running is the account whose credentials are used to connect to the database.
If the
Cherwell Application
Server
is installed in the same domain as the database server and the service account
has rights to the database, use Windows Authentication to provide the
credentials. This information is needed when creating connections.
Database Login Account Credentials:
|
Cherwell Application Server |
This is the location of the Cherwell Application Server. HTTPS is the recommended protocol. URL: Example:https://<Cherwellserver>:<Port#> |
Web Applications Server |
CSM Web Applications must be contacted using a URL that includes a fully qualified Domain Name System (DNS) and this must also be resolved on the server. CSM SaaS systems are configured to use the fully qualified domain name by default; on-premises customers can use one of these methods to ensure the web applications server can resolve to a fully qualified domain name:
|
Browser Application Account |
The Browser App Database Login account must have rights to
insert, update, and delete rows in database tables. We recommend that you use a
SQL Account with sufficient rights here, rather than Windows credentials.
Otherwise, IIS will need to be specially configured to use a Windows account
that has appropriate rights to the database.
|
License |
|
REST API URL | The base REST API URL is required for authenticating users for CSM applications, third-party reporting tools, and webhooks. System administrators can configure the URL in the Security section of CSM Administrator. The URL must be in the following format: https://[servername]/CherwellAPI/api/ |