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About Data and Databases

CSM is a definition-driven system. This means that almost everything seen in CSM is based on definitions stored within the CSM Database. For example, the Customer data is stored in a database table and is displayed on forms, girds, Business Object, and One-Steps.

To help beginning to use CSM, the application ships with a preconfigured Starter Database. The starter database contains all of the structure needed to use CSM (ex: Business Objects, Grids, Forms, One-Steps, Search Groups, Security Groups, etc.), but there is no actual data (ex: Incidents, Problems, People, etc.). For Users who want to simulate using CSM with data, CSM also provides a Demo database, complete with sample data (ex: Incidents, Service Requests, People, etc.). When CSM is installed, the database is installed, and then a connection to the database is created.

Note: One database can have multiple connections and having several databases is possible (ex: Production/Test).

CSM has the ability to connect with an External Database and integrate with third-party software using one of the connection wizards or integrations. CSM works with several databases and data in servers:

CSM has additional database tools to assist with managing a database after a connection is established and data is imported or linked. The database tools are found under Programs along with the Cherwell Management System. The database tools allow system administrators to restore the data in the database and upgrade the database to the most recent version. The final step in creating database connections is to configure database security settings to create groups that grant rights permissions to the database.

In This Section

Data and Database Good to Know

Demo and Starter Databases

External Data and Databases

Database Tools

See Also

Data/Database Tools

Managing External Connections

Managing CSV Data

Managing a CSM Database

Configuring Database Security Rights