This information in this topic is intended to be a generic guide to use as a starting point in the planning of your ATS CM4D implementation of CM4D Server, CM4D Peruse, CM4D Upload Portal and support services. While the CM4D modules interact with one another and are mostly interdependent, if installed on separate machines then requirements might be considered individually. In cases where your system implementation combines one or more server configurations on the same machine, the minimum specifications for the combined system types must be met.
To jump to individual topics, use the links below:
CM4D Peruse System Requirements
CM4D Upload Portal System Requirements
General Recommendations
Some important things to note that pertain to CM4D systems in general:
- Database Management System - All installations of ATS CM4D rely on an external database to store the quality data. The DBMS can be local to the CM4D installation or on a centralized server with access for clients within a network.
- Windows System Updates - Windows System Updates should be kept up to date to ensure the computer has any critical Root Certificate updates that might be required by digitally signed software.
- Supported Operating Systems Disclaimer - ATS customer support of a Windows Operating System ends when Microsoft stops supporting the version.
- Server Memory Limits - CM4D Server is pre-configured with a single DataSmith Batch process and two CM4D worker processes for CM4D Scheduler. In addition, the CM4D Web application requires its own dedicated CM4D worker processes. The number of CM4D Web worker processes should be based on the number of users who are simultaneously generating reports on demand. Utilizing current Virtualization technology, you could monitor peak memory demand over time to better tune available memory to prevent page swapping. Most Virtualization technology also makes used of shared or balloon memory, which allows the host to dynamically adjust available memory based on load demand. Visit the Microsoft library for information on Memory Limits for Windows Releases.
- Installer Prerequisites - Some installers have prerequisites which must be installed prior to the install of the software. By default, any prerequisites not present or require updates are downloaded automatically when needed during installation. Downloading and installing these prerequisites manually is only required if you plan to run the installer on a machine that does not have an internet connection.
- CPUs - The number of threads should correlate to the number of worker processes you intend to have running on a single machine. A large number of processes without sufficient threads can bottleneck your entire system. CPU specifications may change in proportion to the CM4D Server load. ATS recommends Virtualized Server environments whenever possible.
- Hard Drive - Disk sizing requirements can vary based on amount of CM4D data and files stored on a system. Servers should allow for long term growth. Your actual sizing will be based on the volume of measurement data you plan to store and analyze with CM4D. SSDs are always recommended for the best performance.
- Minimum Resolution - CM4D and DataSmith dialogs require a minimum screen resolution of 1280x1024. For wide screens, a minimum resolution of 1920x1080 is recommended.
- Web Browser Support - CM4D applications support most up-to-date web browsers - Chrome, Edge, Firefox. Internet Explorer is outdated and therefore not supported.
- Network Speed - Any CM4D implementations in a network with centralized databases and/or distributed services require sufficient internet/network speeds for transferring data and communication between ATS products/services. For CM4D Peruse clients, internet speed impacts the loading/rendering of the 3D model because the 3D model is streamed to the client and rendered on the client machine.
ATS Product Compatibility
Refer to the table below to check which versions of ATS Products are compatible with your version of CM4D:
| CM4D 25.2 | CM4D 25.3 | |
| ATS Security & Configuration | 1.9 | 1.10+ |
| ATS Licensing | 4.0+ | 4.0+ |
| ATS Reporting | 1.4+ | 1.4+ |
| ATS Bus | 3.2+ | 3.2+ |
ATS License Servers
ATS CM4D v25 and higher requires ATS Licensing Server 4.0+. This is a plugin application that must be installed on the same machine as ATS Security and Configuration Manager. By default, the port used for the Licensing service is 44335.
Refer to the online documentation for ATS Licensing Server for the latest requirements.
CM4D Configuration Plugin
Refer to the ATS Security help documentation for system requirements.
CM4D Configuration is a plugin for ATS Security and Configuration Manager which administrates the configuration and settings for several CM4D applications and/or services, including databases, Peruse/Upload Portal configuration, DataSmith Batch jobs and EventSmith subscriptions. This plugin is installed by uploading the plugin package (ATS.CM4DPlugin.zip) in ATS Security and Configuration Manager. Components managed by the CM4D Configuration plugin have requirements that must be met when determining where a specific application and/or service should be installed.
See the topic CM4D Configuration Plugin Overview for more information.
CM4D Recommendations
Below is an overall summary of the requirements and recommendations for various types of CM4D installations.
| Minimum | Recommended | |
| Servers | Windows Server 2019 Standard | Windows Server 2022 Standard |
| Clients | Windows 10 Pro | Windows 11 Pro |
| DBMS | Microsoft SQL Server 2016 Standard | Microsoft SQL Server 2022 Standard |
| Server CPU The number of threads should correlate to the number of worker processes you intend to have running on a single machine. A large number of processes without sufficient threads can bottleneck your entire system. | 4-6 Cores 2Ghz | 4-6 Cores 3Ghz |
| Client CPU | i5 Dual or Quad Core | i7 Dual or Quad Core |
| Server RAM | 12Gb-16Gb | 24Gb+ |
| Client RAM | 8Gb | 16Gb |
| Server HDD SSDs are always recommended for the best performance. | 150Gb | 150Gb+ |
| Client HDD | 1-6Gb (installation only) | 10Gb+ |
| Client GPU A discreet GPU is preferred. | 32Mb (OpenGL) | 128Mb (OpenGL) |
| PDF Printer | eDocPrinter PDF Pro 6.98.6405 | ATS CM4D Printer (from ATS) |
| Web Browser | Chrome, Edge, Firefox | Chrome |
| Network | 1Gbps |
See the topic CM4D System Requirements for the full requirements and recommendations.
CM4D Peruse Recommendations
Below is an overall summary of the requirements and recommendations for various types of CM4D Peruse installations. CM4D Peruse runs as a web application accessed via the network/internet, so clients only need a web browser to access the software installed on a network server or host machine via the internet. 3D models are rendered in the client systems' web browser by the HOOPS Web Viewer component in CM4D Peruse.
| Minimum | Recommended | |
| Servers | Windows Server 2019 Standard | Windows Server 2022 Standard |
| Clients | Windows 10 Pro | Windows 11 Pro |
| Server CPU The number of threads should correlate to the number of worker processes you intend to have running on a single machine. A large number of processes without sufficient threads can bottleneck your entire system. | 2 Cores 2.5Ghz (64-bit) | 4 Cores 2.5Ghz (64-bit) |
| Server RAM | 16Gb | 32Gb+ |
| Server HDD SSDs are always recommended for the best performance. | 256Gb | 256Gb+ |
| Client GPU This requirement depends on 3D model complexity. | Up-to-date graphics card | |
| Web Browser | Chrome, Edge, Firefox (must support WebGL; can be tested here) | |
| Network | 1 Gbps | |
See the topic CM4D Peruse System Requirements for the full requirements and recommendations.
CM4D Upload Portal Recommendations
Below is an overall summary of the requirements and recommendations for various types of CM4D Upload Portal installations.
| Minimum | Recommended | |
| Servers | Windows Server 2019 Standard, Linux | Windows Server 2022 Standard |
| Clients | Windows, iOS, mobile devices (with compatible 3rd party software) | |
| Server CPU The number of threads should correlate to the number of worker processes you intend to have running on a single machine. A large number of processes without sufficient threads can bottleneck your entire system. | 1 Core 1.4Ghz (64-bit) | 2 Cores 2Ghz (64-bit) |
| Server RAM | 4Gb | 8Gb+ |
| Server HDD SSDs are always recommended for the best performance. | 10Gb | 10Gb+ |
| Web Browser | Chrome, Firefox, Edge, Safari | Chrome |
See the topic CM4D Upload Portal System Requirements for the full requirements and recommendations.
CM4D File Servers
The ATS CM4D applications require a shared location to store and access related files such as:
- CM4D Report Templates - *.4dc
- DataSmith translators - *.4DataSmith
- Model Images (2D/3D) - *.wrl, *.jpg, etc.
- RAW Incoming Data Inboxes
- Rendered Reports - *.PDF
These files are used or produced by CM4D Server and CM4D Clients. For example, if an End User running a CM4D Client does not have access to the file share storing the *.4DC files, they will not be able to view or edit the report templates. If that CM4D report template includes any part models, the user will also need to have at least read access to the folder where the image file is stored.
Since CM4D is Windows based, this location is represented as a normal Microsoft Windows SMB File Share. For most CM4D Customers, the SMB share used for CM4D files usually resides directly on the CM4D Automation server or on another preexisting SMB file server (such as existing file shares used by used by Quality Department).
| Minimum | Recommended | |
| OS | Windows Server 2019 Standard | Windows Server 2022 Standard |
| CPU The number of threads should correlate to the number of worker processes you intend to have running on a single machine. A large number of processes without sufficient threads can bottleneck your entire system. | 2-4 Cores 2Ghz | 2-4 Cores 3Ghz |
| RAM | 8Gb | 16Gb+ |
| HDD Disk sizing requirements can vary based on amount of CM4D data and files stored on a system. Servers should allow for long term growth. Your actual sizing will be based on the volume of measurement data you plan to store and analyze with CM4D. SSDs are always recommended for the best performance. | 150Gb | 150Gb+ |
| Network | 1Gbps |
Firewall Port Reference
Hardware Reference

Software Reference

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