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.