CSM 10.4 Documentation

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Server Installation Options

Explore the available options for folder selection, database selection, server selection, and server log in when installing servers.

Folder Selection Options

The default folder for the Server installation files is C:\Program Files\Cherwell Service Management. Select Change to browse to another location.
Note: CSM does not install to C:\Inetpub because IIS sometimes removes files in this directory in certain scenarios.

Database Selection Options

Select the data to install. The following table describes each of the database options.

Option Description Notes
Cherwell Demo Database

Installs the Cherwell Demo database (contains structure and sample data/users).

Recommended for evaluating CSM. When Install is selected, the Connection Wizard opens, prompting you to configure the database connection.

Cherwell Starter (Empty) Database

Installs the Cherwell Starter database (contains structure but no data).

Recommended for using CSM in a production environment. This option opens the Connection Wizard, prompting you to configure the database connection.

Upgrade an existing database

Updates an existing database to the most recent version.

If the database is not updated here, there is a prompt later if an update is required. Select Install, and then select a database to update.

Do not load any data

Skips installing or updating the database.

Use this option when a database is not needed on the machine where you are installing server applications. For example, select this option if you are installing CSM on distributed servers.

Server Selection Options

During the server installation, the Server Manager and all servers and services are installed. You must select which to enable by default. The following table describes each server option.

Option Description Notes
Application Server

Select this option to enable the Application Server as a web application under IIS.

Windows Communication Foundation (HTTP and Non-HTTP Activation) components are also required.

Automation Process Service

Select this option to enable the Automation Process Service.

Configure the Automation Process Service in the Server Manager after installation.
Scheduling Service

Select this option to enable the Scheduling Service.

Configure the Scheduling Service in the Server Manager after installation.
E-mail and Event Monitor

Select this option to enable the E-mail and Event Monitor service.

Configure the E-mail and Event Monitor in the Server Manager installation.
Mail Delivery Service

This service enables email message queuing, which provides increased throughput of messages.

Configure the Mail Delivery Service in the Server Manager after installation.

The Mail Delivery Service is automatically installed and enabled, along with the Cherwell Message Queue Service message broker application. Since the installation is automatic, Mail Delivery Service will not appear as an installation option.

  • When you install CSM for the first time and select the Don't load any data option instead of the Starter or Demo database, you must set the connection information manually; credentials will be set to use CSDAdmin.
  • When you install CSM for the first time and use the demo or starter database, the Mail Delivery Server uses that database as its connection; credentials will be set to use CSDAdmin.

Server Log in Information

Specify a name and password for Cherwell Service Host and microservice configuration. You can choose a specific Windows domain account or a special Windows service account.

Option Description Notes
Specific account Provide a User name (should be in the format DOMAIN\UserAcct) and Password. Select Browse to locate domains and accounts on each domain.
Confirm that User name & Password are legal Select this check box to confirm that legal credentials were entered. By default, the installer confirms that the credentials are legal.
Use Special Account Select this check box to use a Windows account for the Cherwell Service Host and its four microservices.

If a special account is selected, the Application Server is installed using the built-in AppPoolIdentity account.

You must select one of the following options:
  • Local System Account
  • Local Service Account
  • Network Service Account
Local System Account This account has extensive administrative privileges on the local computer and acts as the computer on the network. With unrestricted access to local resources, it is capable of doing things that could bring down the entire system. Enabled when the Use Special Account check box is selected.
Important: The local system account should not be used in production environments.
Local Service Account This account has minimum privileges on the local computer and presents anonymous credentials on the network. The user privileges are limited to the local computer. Use this service for processes that do not require access outside the server on which it is running. Enabled when the Use Special Account check box is selected.
Network Service Account This account has minimum privileges on the local computer and acts as the computer on the network. The service is authenticated to other computers on the network by using the computer’s account in the domain. Enabled when the Use Special Account check box is selected.

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