Installation Checklist (BS, OP)

Check list for basic installation and upgrades.

Initial Installation

For an initial installation please follow these steps:

#

Product

Description

Comment

Done By

0

WIN

Installation of WIN

Prerequisite

OP

1

WEB

Installation of WEB

Prerequisite

OP

2

WIN

Current station is “Main Office” and “Aut.Cat.Maintenance”

Prerequisite

OP

3

Cockpit

Import template package

 

OP

4

WIN

Load the “TE_ProcessConfiguration_Global” process configuration in the Rights module

 

BS

5

WIN

Create new variable values for your station

 

BS

6

WIN

Configure CU languages

Only LSI/CG

BS

7

WEB

Rename settings_Example.xml to settings.xml

 

OP

8

WEB

Rename web_Example.config to web.config

 

OP

9

WEB

Rename custom-color_Example.css to custom-color.css

 

BS + OP

10

Bulkloader

Update data model, CRM processes, catalogs and roles

 

OP

11

Designer

Insert CRM sub-languages

 

BS

12

Designer

Create Customer configs

 

BS

Upgrade Installation

For an upgrade installation please follow these steps:

#

Product

Description

Comment

Done By

1

WEB

Turn off IIS application pools and services

Prerequisite

OP

2

WIN

Current station is “Main Office” and “Aut.Cat.Maintenance”

Prerequisite

OP

3

Cockpit

Import template upgrade pPackage with catalog maintenance items

 

OP

4

WIN

Load “TE_ProcessConfiguration_Global” process configuration in the Rights module

 

BS

5

WIN

Create new variable values with your station

 

BS

7

WEB

Rename settings_Example.xml to settings.xml

 

OP

8

WEB

Rename web_Example.config to web.config

 

OP

9

WEB

Rename custom-color_Example.css to custom-color.css

 

OP + BS

10

Bulkloader

Update data model, CRM processes, catalogs and roles

 

OP