General Creatio deployment procedure

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This guide covers all steps needed to deploy and set up Creatio on-site on Windows or Linux, as well as links to detailed descriptions of each step.

Deploy the Creatio .NET Framework application on Windows 

The general procedure to deploy Creatio on-site is as follows:

  1. Deploy the Creatio caching server (Redis). Read more >>>
  2. Deploy the database. Note that this step is DBMS-dependent. Read more >>>
  3. Enable and install the required Windows components. Read more >>>
  4. Install the latest Windows updates.
  5. Create and set up the application website using IIS. Read more >>>
  6. Modify the ConnectionStrings.config file. Note that this step is DBMS-dependent. Read more >>>
  7. Modify the Web.config file. Read more >>>

After installing Creatio, perform additional setup to ensure correct operation of all its components.

  • Set up websockets. Read more >>>
  • Switch Creatio from HTTP to HTTPS. Read more >>>
  • Deploy and set up global search in Creatio. Read more >>>
  • Set up the machine learning service. Read more >>>
  • Set up integrations and Internet access for additional functions. For example, the data enrichment service, social media integration, or Google synchronization. Read more >>>
  • Set up bulk emails (only for configurations with Marketing Creatio). Read more >>>

Deploy the Creatio .NET Core application on Linux 

The general procedure to deploy Creatio on-site is as follows:

  1. Prepare the Creatio setup files. Read more >>>
  2. Deploy the database server. Read more >>>
  3. Deploy the Creatio caching server (Redis). Read more >>>
  4. Modify the ConnectionStrings.config file. Read more >>>
  5. Deploy the Creatio application server. Read more >>>

If you are going to run Creatio directly on the local machine:

  1. Install .NET Core, a GDI+ compatible API for UNIX-like operating systems, and development libraries and header files for GNU C. Read more >>>

  2. Run the Creatio application server. Read more >>>

If you are going to run Creatio in a Docker container:

  1. Make Redis accessible from the Docker container. Read more >>>

  2. Install Docker. Read more >>>

  3. Create a Dockerfile. Read more >>>

  4. Build and run the Docker image. Read more >>>

Note. The procedure for running a PostgreSQL server in Docker is covered in the Docker documentation.