Server Installations

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  1. Installing CM4D Server Steps

The following steps are only intended to be an outline of the general tasks included in a simple implementation. Always consult your local system Administrator to determine if any additional steps are required.

The CM4D Server Installation includes the core CM4D products, automation, scheduled reporting, alarm notification, web reporting, and database user privileges. This type of installation is installed on a network Server and licensed with a Named Server License. The Server installer is used for network application servers that host the services, applications, and/or databases that will be accessed from Client machines throughout the network. It includes the core CM4D products, Database Utilities and the services: DataSmith Batch, CM4D Scheduler and EventSmith. The Server installation is also used in conjunction with the CM4D Results Services and the CM4D web application installations (Peruse, Upload Portal, Web), but these can be installed on a different server. The CM4D Server install is typically used by large networks running Automation services, with multiple Clients connecting to the server for database access, document storage, and ATS licensing.

CM4D Server Installations require a Named (Node Locked) Server license to run the CM4D Scheduler, CM4D Launcher and DataSmith Batch services. This license is requested automatically on the ATS Licensing Server when any of those services attempt to start for the first time.

Installing CM4D Server Steps

The following is a quick outline of the general steps involved with installing CM4D Server:

Prepare for Installation - gather licenses, installers, server names and user logins

Configure Server (Pre-Installation):

Create CM4D Service User .

Create SQL Authentication User (if not using Windows Authentication).

Start Print Spooler.

License CM4D.

Configure Certificates (Optional).

Run the CM4D Server Installer.

Post-Installation Configuration:

Create CM4D Databases.

Site Db.

CM4D Datasources.

Configure CM4D.

CM4D Database Connection.

Site Manager Configuration.

Create/Update Results Database.

Configure Firewall Settings.

Set SQL User Mapping (if not using Windows Authentication).

Configure DataSmith Batch.

Configure EventSmith SMTP.

Configure a Print Driver.

Start Services.

Install CM4D Results Services.

Install CM4D Clients.

Optional - Install the web applications CM4D Peruse or CM4D Upload Portal.


Other installation topics:

Install CM4D Server

Install CM4D Clients

Install CM4D Results Services

See also:

Application Server Configuration

Database Utilities

Refer to the following for other CM4D related installations:

Install CM4D API Service

Install CM4D Plugin

Install CM4D Peruse

Install CM4D Upload Portal

Install CM4D Web

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