Log in to the CSM Desktop Client or CSM Administrator

Log in to the CSM Desktop Client or CSM Administrator from the machine on which these Windows-based clients are installed.

To log in to the Windows-based clients:

1. Double-click the Cherwell Service Management icon or CSM Administrator icon on the desktop, or select Start>All Programs>Cherwell Service Management or Cherwell Administrator.

   If the Automatically Use Connection Without Asking check box was previously selected or if the system administrator already set up a permanent database connection, the database connection window will not open.

2. Select the All Users tab to view database connections available to all users or the User tab to view database connections available to only to the user logging in.
3. Select a database connection. Typically, you connect using an Application Server (3-tier connection), identified by the Application Server icon .
4. Select the Automatically Use Connection Without Asking check box to automatically use this database connection each time CSM is launched.
5. Provide your CSM login information:
   • User ID: Provide your CSM login ID. This could be domain name/network user name or just a username).
   • Password: Provide your CSM password. Passwords are case-sensitive.
6. Select OK.
   If you are assigned to more than one CSM role and have not previously selected the Automatically Use Selected Role check box, the Choose Role window opens.
7. Select the appropriate login role for the session.
8. Select the Always Use Selected Role check box to automatically use the selected role at the next log in.