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.

Important: Using a proxy server during configuration is not supported or recommended. Proxy servers can change request headers and cache information, both of which can cause unknown and unexpected issues with the CSM Client Applications and CSM Web Applications.

Complete the following high-level steps to install the CSM suite for the first time. Run the installation as a system administrator so that all installation steps can execute successfully.

Task	Notes
1. Add Windows Features to the IIS Server.	See Add Windows Features to the IIS Server.
2. Run the Server installation.	See Run the Server Installation to install the Server application and services files. Download and install any third-party tools as prompted by the installer.
3. Configure the Server connection.	See Configure the Server connection. This is a direct-to-database (2-tier) connection between the Cherwell Application Server and the CSM database.
4. Run the Portal and Browser Apps installation.	See Run the Portal and Browser Apps installation to install the Browser application files.
5. Configure the Browser connection.	See Configure the Browser connection when prompted by the Portal and Browser Apps installation. This is a direct-to-database (2-tier) connection between the Cherwell Browser Apps and the CSM database.
6. Configure and start the Cherwell Service Host and CSM services.	See Configure and start the Cherwell Service Host and CSM services.
7. Configure Auto-Deploy.	See Configure Auto-Deploy to push out the Client installation and connection to client machines. During the Auto-Deploy configuration, the configure the Client connection that are auto-deployed must be configured.
8. Reboot the installation server.	If you installed CSM and Portal and Browser Apps on different servers, reboot both servers.
9. License CSM.	See License CSM
10. Log in to CSM Administrator.	Use the default credentials (username = CSDAdmin, password = CSDAdmin), and complete these configuration tasks: Set up the user and customer profiles so that people in the organization can log in to other CSM applications. The base URL for the Cherwell REST API is automatically set when you install CSM. The URL is required for user authentication, third-party reporting tools, and webhooks. If you need to change the default URL, see Set the Base URL for the REST API.
Push out Client installations using Auto-Deploy.	See Using Auto-Deploy. New users must access the system administrator designated web page to run Auto-Deploy. Existing users are prompted to install the new version when they next run CSM locally.