Configure the Scheduling Server

Use the Server Manager to configure the Scheduling Server on each machine where it is installed. Each machine can then run time-based activities (such as backups, database maintenance, data imports, etc.) that have been previously set up. When configuring the Scheduling Server, define:

• Connection: Which 2-tier connection the CSM Server should use to connect to the CSM database. Typically this is the connection named Cherwell, but CSM should detect the default connection name.
• Login credentials: The credentials used by the CSM Server to log into CSM.
• Default Role: The default Role to use, if Views are separated based on the Role of the logged-in User. (By default, Server Manager does not identify Roles based on the logged-in User.)
• Pause/Resume processing: Stop or restart service processing.
• Scheduler Group: Which Scheduler Items to run if there is more than one group.

To configure the Scheduling Server:

1. Open the Server Manager.

   To open the Server Manager:

   1. Click Start>All Programs>Cherwell Service Management>Tools>Server Manager.

      The Cherwell Server Manager window opens.

      

2. In the Server field drop-down, select Cherwell Scheduling Server.

   

3. Click the Configure button.

   The Scheduling Server Configuration window opens.

   

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 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. Select a Scheduler Group to run, if you have more than one predefined.
   1. Click the Ellipses button .

      The Choose Schedule Group window opens.

      

      Note: The actions for scheduled items are selected and configured in CSM Administrator (CSM Administrator>Scheduling>Edit Schedule). Most Users will use the (Default) group, however if additional items need to be run at different times or for different purposes, these can be placed in separate groups, and run by different servers (ex: A SaaS customer may need to import Users into Active Directory at their company, which cannot be done in the SaaS environment. They could use one scheduling server to import to Active Directory at the company, and another SaaS scheduling server to run Default actions).

      Important: A single Scheduling Server will only run scheduled events for a single group. Normally, this will be the (Default) group, unless multiple services are configured.

   2. Select another displayed group, and then click OK.
8. (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.

9. Click OK.