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.

  • Server Name: Example: CherwellServer
  • Location: Example: \\domain\CherwellServer

For Cherwell Server Account Credentials:

  • Username: Example: domain\henri
  • Password: Example: Colorado719

For CherwellMQS:

  • Password: Example: Colorado719
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.

  • Server Name: Example: CSMDatabaseServer
  • IP Address: Example:

Database Login Account Credentials:

  • Username: Example: sa
  • Password: Example: Colorado719
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:

  • Add the fully qualified domain name mapped to entry to the host file on the web server used by CSM.
  • Create internal DNS entries for the servers to resolve the name to the internal correct IP address.
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.

  • Username: Example: sa
  • Password: Example: Colorado719
  • Organization Name: Example: Cherwell Software
  • Cherwell License Key: Example: 3SKPFM-PC9ZM-PD4MK-FPG90-RLUW8
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/