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Configure the Automation Process Server

Use the Server Manager to configure the Automation Process Server. When configuring the Automation Process Server, define:

To configure the Automation Process Server:

  1. Open the Server Manager.
  2. In the Server field drop-down, select Cherwell Automation Process Server.

    Server Manager

  3. Click the Configure button.

    The Automation Process Server Configuration window opens.

    Automation Process Server Configuration

  4. Select which connection this CSM Server should use to connect to the CSM database:
    1. Connection: If the name of the correct database connection is not displayed, click the Ellipses button Ellipses Button to open the Connection window, where you can select an existing connection or configure a new connection.
  5. Select the login option for this CSM Server (that is, the method this CSM Server uses to log in to CSM):
    1. Windows Authentication: Select this radio button to use Windows login credentials.

      Note: To use this feature, Windows must be a supported login mode (Open CSM Administrator>Security>Edit security settings, select the Desktop Client, Browser Client, or Browser Portal, and in the Supported login modes section, select Windows). This CSM Server logs in to CSM using the account associated with the Windows credentials used by the Windows server.

    2. User ID and Password: Select this radio button to use Cherwell login credentials. Provide the Cherwell username and password.

      Note: This is usually an administrative account with broad system access, such as CSDAdmin.

    3. Blank password: Select this check box to allow a User to log in without a password. This only works if the specified account does not have a password assigned. This is not recommended.
    4. Execute Using Default Role of This User: Select this check box to run the CSM Server using the properties of the View associated with the Role that the login account is configured to use.

      Note: When this setting is not selected, this CSM Server uses a system default Role. However, control the behavior of Field properties in a View, based on the Role of the logged in User, by making this selection. In other words, based on a custom View for the Role of the person logging in (ex: IT Manager), the behavior of the Fields for a Business Object can be different when a record is created or modified.

  6. Test: Click this button to confirm that the login/connection works.
  7. (Optional) If needed, you can click the Pause/Resume Processing button to stop or restart the Server processing (not the Server service). If the button is pressed while the Server is running, the server is paused, and you can enter the reason (ex: An administrator may be troubleshooting and wants to let his team know the reason the service was paused). When the button is pressed while the Server is paused, the server processing resumes.

    Note: There are two different methods that allow the service to be stopped. The first is to actually stop the service from running in the Service control panel applet, or by using the Stop button in the Server Manager. While this works, it requires direct access to the machine/image on which the service is running.

    The second method is to pause/resume processing. This can be done from the CSM Administrator by any user with sufficient security rights. In this case, the service is still running, but it will not process any records. The advantage of this approach is that it does not require access to the machine/image on which the service is running.

    For items to be processed, the service must be running, and must not be paused. You can resume processing from the CSM Administrator, or as a convenience, from the Pause/Resume Processing button in the Server Manager.

  8. Click OK.

See Also

Configure a CSM Service

Configure the Application Server

Configure the E-mail and Event Monitor Server

Configure the Scheduling Server

Configure the Configuration Scheduling Server

Configure Logging for a CSM Server or Web Application