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.

For information related to hardware/software requirements, hardware category definitions, IT environment compatibility and so on, refer to the System Description (A6V10415500). For information related to hardening guidelines, refer to the Cybersecurity Guidelines (A6V11646120)
System Dimensioning Guidelines: The size of the field system and the number of clients that can be supported by this configuration depend on the server hardware configuration.
The System Dimensioning Guide Calculator is available under one of the following links: https://intranet.for.siemens.com/cms/041/en/business/products/Pages/desigocc.aspx
or: http://www.siemens.com/bt/partner-extranet
Click Download on the start page and then select Tools and software.
Download the Desigo CC software. For more information on how to configure the GMS Platform.txt file for silent/semi-automatic installation, see the Librarian and Distribution document (n/a).
Make sure that no other installation is in progress when you install/upgrade Desigo CC. Otherwise, the Installer waits until the already running installation is completed.
Use the following table to record information you find useful or might need in the future. Some examples are port numbers, computer names, and account names and passwords. Contact Technical Support for the password.

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)

Collect the User and User domain details:

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

Collect the IT security details, including who provides the certificates and so on.

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)

Collect the IT environment details including who is responsible for the network, IT administration and maintenance.

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