Using Databases with CSM

CSM has the ability to connect with an External Database and integrate with third-party software using one of the connection wizards or integrations. CSM works with the CSM Database, Exchange Mail Server, External Database, and Integrations.

Demo and Starter Databases

CSM provides two databases:

• Starter database: Contains all the structure (example: Business Objects, Forms, One-Step Actions, Security Groups, etc.) needed to start using CSM in a live environment. The Starter database option does not include sample data.
• Demo database: Contains structure (example: Business Objects, Forms, One-Step Actions, Security Groups, etc.) and sample data (example: Sample Incidents, Requests, Problems, Users, Customers, etc.) for new Users who want to demo CSM. Demo content can be cleared to begin using the system.

If installing the Starter database:

1. Create User Profiles before anyone can log into CSM.
2. Create Customer Profiles before anyone can log into the Customer Portal.

   Use CSDAdmin (User ID and Password) to initially log in.