This topic includes basic hardware and software recommendations for CM4D products version 25.3 or higher. The specifications outlined here are only intended to be a generic guide to use as a starting point in the planning of your implementation. Your actual system needs for this application installation can vary based on factors, including number of users or activity.
Refer to the General Recommendations section of the topic System Requirements for more generalized prerequisites and other relevant information.
Upload Portal Servers
This application may be run as a stand-alone instance or alongside other ATS applications. The CM4D Configuration plugin administrates several CM4D applications and/or services, including CM4D Upload Portal and the DataSmith Batch jobs used to process uploaded data files. 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. However, for the purposes of this topic, the assumption is that CM4D Upload Portal is installed on an independent server. CM4D Upload Portal requires an installation of ATS CM4D Server, which may be on different server from the Upload Portal application and services.
- Security - It is strongly recommended to publish the services via a reverse proxy or an application gateway. The public endpoint must be secured by TLS.
- Non-Windows Operating Systems - Linux systems may be used, but ATS does not provide any installers for a Linux environment. ATS does, however, provide Docker support for some of the CM4D Services. See the topic Docker Installations for details.
- Cloud Services - The current architecture does not support a cloud offering towards an on-premises CM4D installation as it would require a connection from our SaaS systems to the on-premises systems.
- VM/Container - CM4D Upload Portal and its supporting ATS services can be installed on a Virtual Machine or in a container environment.
See the topic CM4D Upload Portal Deployments for some examples of how Upload Portal might fit into your system.
Application & Services
The CM4D Upload Portal server requires the following applications/services:
- Upload Portal Application with Upload Portal Service - The CM4D Upload Portal service must be able to access the DataSmith Batch Proxy Agent service. Can be installed on any machine that has access to ATS Security and Configuration Manager.
- DataSmith Translator Service - Can be installed on any machine that has access to ATS Security and Configuration Manager.
Optionally, you may choose to add a Virus Scanner to check all uploaded files for potential security issues prior to submission to the database for processing.
See the topic Virus Scanner for more information.
Supporting ATS Applications & Services
The following additional applications/services are required (on the same computer or other network server) for support or configuration of the CM4D Upload Portal installation:
- ATS Security and Configuration Manager – Based on OAuth2; requires the necessary access control. Local user credentials are supported but Security Manager can also use external login providers like Azure Active Directory Services. Logins can also be secured via captcha. Minimum version required: ATS Security 1.10+.
- ATS Licensing Plugin (v4.0+)
- CM4D Configuration Plugin - Must be installed on the same machine as the ATS Security and Configuration Manager.
- CM4D API Service - Can be installed on any machine that has access to ATS Security and Configuration Manager and has access to the CM4D databases.
- CM4D Server with DataSmith Batch Service - Can be installed on the same machine or a different server, provided this machine includes an installation of the DataSmith Batch Proxy Agent service.
- CM4D Site Database - Upload Portal relies on a connection to the CM4D Site database
- DataSmith Batch Proxy Agent Service – Must be installed on the each machine that has an instance of the DataSmith Batch service. This proxy connects the CM4D DataSmith Batch to the Upload Portal used for the import of supplier data.
Hardware & Software
The following hardware and software specifications apply to servers hosting the CM4D Upload Portal application, whether it is physical hardware or a virtual machine (VM). For production use, this machine should meet or exceed the minimum hardware recommendations.
| Minimum | Recommended | |
| OS | Windows Server 2019 Standard, Linux | 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. | 1 Core 1.4Ghz (64-bit) | 2 Cores 2Ghz (64-bit) |
| RAM | 4Gb | 8Gb+ |
| 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. | 10Gb | 10Gb+ |
| Web Browser | Chrome, Edge, Firefox | Chrome |
Other Prerequisites
The following is only required if you plan to install the Upload Portal on a machine that does not have an internet connection. With an internet connection, the prerequisite is downloaded and installed automatically by the Upload Portal installer.
- Microsoft .NET Core Hosting Bundle Runtime 3.1.10
Default Ports
The following ports are the default settings used in the three Upload Portal installers:
- Upload Portal – 4600
- DataSmith Translator – 4500
- DataSmith Batch Proxy Agent - 3200
These ports can be set to a custom port during or after the installation. For a list of default ports used by CM4D-related applications, including Upload Portal, please refer to the topic CM4D Default Ports.
Upload Portal Clients
An Upload Portal Client refers to a user connecting remotely (via web browser or mobile device) to CM4D Upload Portal applications hosted on a Web Server. This configuration assumes ATS software products are installed remotely, so local system specifications are minimal.
| Supported | |
| OS | Windows, iOS, mobile devices with a compatible 3rd party software |
| Web Browser | End users access the application via a web browser. CM4D Upload Portal is based on HTML5, so its only requirement is that the browser is up to date with current technologies.
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