Installing

The installer provides all the elements and tools needed to successfully install or update CSM.

• Installation
  Installation steps vary depending on which installers are run (Server, Portal and Browser Apps, and Client), whether you are installing a new instance of CSM or upgrading an existing instance, and whether or not Auto-Deploy is used.

• Sizing and Scalability Considerations
  When planning your CSM installation, use these recommendations for sizing, database and server installations, and more.

• Before Installing CSM
  Consult these resources to prepare for Cherwell Service Management's installation process.

• 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.

• Run the Server Installation
  Launch the installation on the server in the location to install the Server application files.

• Run the Web Applications Installation
  Logged in as system administrator, install Browser Applications, update Auto-Deploy, and configure the Browser connection to the CSM database.

• Run the Client Installation
  Launch the installation on the Client machine to install the Client application files.

• Logging in to CSM Applications
  When logging in to CSM applications, select a connection, provide credentials, and select a role.

• Using Auto-Deploy
  Auto-Deploy is an installation tool that allows system administrators to automatically distribute preconfigured Client installations and connections to client machines.

• Licensing CSM
  CSM uses a concurrent or floating license model to control how many users can log in at the same time. This means that a fixed number of licenses are shared among a group of users/customers, and that a fixed number of people can simultaneously access the product.

• Troubleshooting Application Server Installations Using IIS
  If you are unable to log in to any CSM Client using an HTTP or HTTPS server connection, follow these troubleshooting steps.

• Installing CSM from the Command Line
  Use command-line options to silently install CSM client, server, and web applications. After installation, you can configure CSM servers using the Server Manager or Command-Line Configure Utility.

• Securing Your CSM Environment
  When preparing for overall security of your on-premises CSM environment, follow recommendations for individual CSM components, including the database, the Cherwell® Service Host, and Internet Information Services (IIS). Also, adhere to recommendations when to plan testing your CSM environment.