This guide contains the basic steps for installing and configuring a CM4D v25.0 Client system from start to finish. For a CM4D Server Installation guide, see here.
If you are upgrading from CM4D v23, refer to the Quick Reference Guide - CM4D Client Upgrade v23 to v24 here.
This topic is intended for installing Clients that are part of a larger setup that includes at least one CM4D Server installation that would be installed before any client systems. If you are installing a standalone Client system, you may want to use the CM4D Server Installation Guide here, as it includes additional steps that you may need to complete in a standalone environment.
Prepare for Installation
Contact your ATS sales representative or ATS support for assistance.
Obtain the v24 CM4D Client installer.
Gather the following information (as much as possible):
CM4D Service User - user name and password; can be new or existing Windows user
SQL Server User (if using SQL Authentication) - user name and password; can be new or existing SQL login
ATS Licensing Server - name and port
Database Server - name and port
CM4D Site and CM4D Database names
CM4D users or group(s) - Windows and/or Domain
Start Print Spooler
Check Windows Services to ensure the Print Spooler is running. If the service is not running, start the service before installing CM4D.
Install CM4D Client
Install CM4D
Run the CM4D Client Installer.
Run the CM4D Client installer executable (Run as Admin).
Install the Prerequisites (restart the machine if prompted; on restart, installer will resume automatically).
Set the Installation folder.
Select the Installation Type 'Configure and Install'.
Enter Services user information.
Enter the name of the ATS Licensing Server.
Connect to Site Db
Connect to the CM4D Site Database.
- Run DbConnect (as Administrator).
- Connection Type - Change the dropdown to "Site Connection".
- Windows Authentication - Select one of the two available methods of authentication for connecting to the databases:
- Windows Authentication - Set the dropdown to 'True'.
- SQL Authentication - Set the dropdown to 'False'.
- Database User ID - Enter the user name of the SQL user login.
- Database Password - Enter the password for the SQL user.
- Confirm Password - Re-enter the SQL user password.
- Server Name - Enter the name of the database server. If using a Named Instance, include this in the server name.
- Database Name - Enter the name of the CM4D Site database.
- Click Apply.
- Click Test Connection.
- If successful, click OK and continue to the next step.
- If the connection fails, check all of your settings and then test again.
- Click OK to exit DbConnect.
Configure CM4D Printer.
- Browse to the CM4D install folder (.\Applied Tech Systems\CM4D).
- Edit the Cm4d.ini file (requires READ/WRITE Administrator privileges).
- In the [default] section find the parameter "PDFPRINTDRIVER".
- Set the value to "ATS CM4D Printer".
- Comment out (#) the other print driver options or delete the unused lines entirely.
- Save and close the Cm4d.ini file.
Start Services
Start the CM4D Results Services. If you entered the service user credentials during the installation, you can skip to the next step. If you are not sure, check the setting files to confirm.
- Open Control Panel > Administrative Tools > Services.
- Start the following services (in this order):
- Results Service
- Results Launcher
- Results Loader
- On new installations, the services may not start. If you are using a service user account that has never been granted the Log On As A Service rights, complete the following steps on one service.
- Right-click on the Results Service and select Properties.
- Go to the Log On tab.
- In the Log on as section, select This account.
- Enter the User credentials for the user account that will run the CM4D service.
- Click OK.
- Click OK on informative message ‘The account … has been granted the Log On As A Service right.’
- Start the 2 remaining Results services.