Installation Planning Checklist

Installation planning involves the planning of the customer network and IT environment. Use the following checklist to prepare the Desigo CC installation.

Product Features and Related

Name

Notes

Default features

 

Signed Brand

 

Digitally signed executable files (present in EM, GMS, Prerequisites folder, PostInstallation, and Languages folder).

For more information, see Consistency Check Scenarios.

Added features (extensions)

 

Language packs

In addition to the default en-US?

Deployment type

– Standalone Server with or without Web Server (IIS)
– Client/Server
– Server with Remote web Server hosted on Client/FEP

Setup type

– Server with or without Web Server (IIS)
– Client, FEP with or without Web Server (IIS)

Installation mode

– Custom
– Semi-automatic
– Silent

Post-installation for platform and/or extension

Applicable only for Setup type - Server and includes the following post-installation steps:
– License activation (platform)
– Project restore and upgrade (mandatory extension SMC)
– HDB creation (mandatory extension SMC)
– LTS creation (mandatory extension SMC)
– Linking HDB to project (mandatory extension SMC)
– website creation (mandatory extension SMC)
– Web application creation (mandatory extension SMC)
– AddSWInstallation
– TemplateSynchronization
– EM Web application creation, if configured for an EM (extensions, wherever applicable)
– Project activation and startup (mandatory extension SMC)
– Client application startup (mandatory extension SMC)

Project and HDB backup

Valid project and HDB backup should be located at known path (required for upgrade and SMC post-installation step)

User Domain and User Accounts

Name

Notes

DefaultAdmin (Default User Name)

Call Technical Support for the password

Root user password

 

GMSDefaultUser (Closed Mode User)

 

Process Monitor (Pmon) User Project and HDB Owner

Must have Logon as Service right.
Additionally, it may also have Administrative rights.

SQL admin account (If SQL is already installed)

Note the account that was used for the SQL Server installation.
It is required when doing future changes to the SQL database.

Administrative rights on Server, Client/FEP computer

Windows logged on user on Server, Client/FEP must have administrative rights to be able to work with Installer Wizard, SMC, the Desigo CC Client application.

User domain

– Local
– Workgroup
– Hierarchical domains

Global user

Required only for distributed deployment scenarios

Website/web application user

Required only when configuring websites/web applications for working with Windows App Clients

Server/Client/FEP/Web Server Certificate

Item

Notes

Self-signed

Storage location? Password?

Root

 

Host

 

Private key

Algorithm/key strength: RSA, 2048 bit

Windows key file

 

Host name (Subject name)

 

IT Environment Details

Item

Notes

Server computer name, VM name

Storage location? Password?

Client/FEP computer name

 

Windows OS type

Ensure that you have installed the required features for the installed version of the Windows operating system.

.Net 4.7.2, .Net 6.0.26, and .Net 8.0.1

 

IIS configuration based on OS Type

 

MS SQL

Local or remote

Dual stack (IPv4, IPv6)

 

Firewalls

DMZ, NAT/PAT, VPN?

Virus scanners

 

Intranet, Extranet, Internet

Supported Web browsers - Microsoft Edge, Internet Explorer 11 onwards, Firefox, Chrome, Safari (for Flex Client only)

Windows updates

Update possibility - Internet access or offline updates using offline tools

License requirement

File-based or dongle

Installation folder

 

MS Office Version

 

PDF Viewer

Adobe Reader, PDF-XChange

AutoCAD files

 

Shared Server project path

Location