Installing The installer provides all the elements and tools needed to successfully install or update CSM. Installation Installation steps vary depending on which installers are run (Server, Portal and Browser Apps, and Client), whether you are installing a new instance of CSM or upgrading an existing instance, and whether or not Auto-Deploy is used. Sizing and Scalability Considerations When planning your CSM installation, use these recommendations for sizing, database and server installations, and more. Before Installing CSM Consult these resources to prepare for Cherwell Service Management's installation process. Steps to Install CSM The installation steps vary depending on which installations are run (Server, CSM Web Applications, and Client), whether it is a new installation or an upgrade, and whether Auto-Deploy is used. Run the Server Installation Launch the installation on the server to install the Server application files. Use the Cherwell Service Management installation wizard to begin the installation and the Cherwell Configuration Manager to configure the services. Run the Web Applications Installation Logged in as system administrator, install Browser Applications, update Auto-Deploy, and configure the browser connection to the CSM database. Run the Client Installation Launch the installation on the Client machine to install the Client application files. Logging in to CSM Applications When logging in to CSM applications, select a connection, provide credentials, and select a role. Using Auto-Deploy Auto-Deploy is an installation tool that allows system administrators to automatically distribute preconfigured Client installations and connections to client machines. Licensing CSM CSM uses a concurrent or floating license model to control how many users can log in at the same time. This means that a fixed number of licenses are shared among a group of users/customers, and that a fixed number of people can simultaneously access the product. Troubleshooting Application Server Installations Using IIS If you are unable to log in to any CSM Client using an HTTP or HTTPS server connection, follow these troubleshooting steps. Installing CSM from the Command Line Use command-line options to silently install CSM Client, server, and web applications. After installation, you can configure CSM servers using the Server Manager or Command-Line Configuration utility. Securing Your CSM Environment When preparing for overall security of your on-premises CSM environment, follow recommendations for individual CSM components, including the database, the Cherwell® Service Host, and Internet Information Services (IIS). Also, adhere to recommendations when to plan testing your CSM environment. Parent topic:System Administration