Preparations

This chapter contains information about the requirements for setting up ConSol CM in a single-server environment.

Introduction

When your company has decided to use ConSol CM for managing business processes, you, as an administrator, have to prepare your IT environment for the setup of the new application. This section provides lists of all components which have to be prepared to run the CM server with its collaborating systems.

It is recommended to set up at least two systems:

  • a test system
  • a productive (live) system

All the steps described in the subsequent sections have to be performed for each CM system.

The following sections provide a short overview of a complete ConSol CM system. A detailed list of supported operation systems, application servers, database systems, and other systems, as well as storage and CPU requirements is given in the current System Requirements.

Components required for a ConSol CM setup

Network

A trouble-free communication over your intranet is indispensable. Please make sure that all routes (e.g. CM server <-> database, CM server <-> email server) are configured and are not blocked by firewalls.

License

When you start installing ConSol CM, make sure you have a valid license with all required modules and for a sufficient number of users for each module. If you are interested in knowing some details about CM license files, see License.

Application server

You need:

Access to log files for the ConSol CM administrator is required during the operation of the system. The default directory for log files is <JBOSS_HOME>/standalone/log. If you want to change the location of the log files, please also refer to section Log files.

The application server should always run under a user without administrator permissions / root access to the operating system.

Database

Supported database systems

The ConSol CM database is a relational database which can be operated as Oracle, Microsoft SQL Server or MySQL system. For the configuration of the database connection, please refer to section Setting up the database for ConSol CM.

Components required for the database

You need:

Mail server

Email functionalities in CM

When you work with email functionalities, please keep in mind that there are two components: the mailbox and the email address.

One mailbox can be used by one or more email addresses. ConSol CM retrieves emails using the mailbox address (server, mailbox). However, in the subsequent email scripts which process incoming emails, the mailbox name as well as the email address can be used as variables which are applied to steer further email processing.

All email functionalities and the email configuration are explained in the ConSol CM Administrator Manual, sections Email configuration and Scripts of the type Email.

ConSol CM can retrieve emails from real mailboxes only. Public folders (e.g. on a Microsoft Exchange Server) are not supported.

ConSol CM acts towards the mail server where it fetches the emails like a regular email client, using POP, POPs, IMAP or IMAPs. You can configure as many mailboxes as you like in the Web Admin Suite. Since one mailbox can be configured for one or more email addresses, there are two different approaches:

  • Use only one mailbox which has several email addresses configured on the email server. Dispatch the emails to the desired queues in the email scripts based on the email address.
  • Use one mailbox for each department or team. Dispatch the emails to the desired queues in the email scripts based on the mailbox name.

Components required for email functionalities

You need:

Indexer

There has to be sufficient storage space on the file system.

Please note that the search functionality, including the search for contacts while creating a case, does not work if the indexer is not able to run error-free. Therefore, the undisturbed access to the respective file system has to be ensured at any time. This needs to be checked especially in case the file system is located on a mounted partition.

LDAP authentication (Web Client and CM/Track)

If LDAP authentication should be used, the following information is needed:

LDAP authentication can also be configured after the initial setup of ConSol CM. Therefore, it is not mandatory that LDAP parameters are at hand during system setup.

Please refer to Configuring LDAP authentication for a more detailed explanation.

Data Warehouse

Supported database systems

Components required for DWH setup

The following is needed: