General Creatio deployment procedure

This guide covers all steps needed to deploy and set up Creatio.

Deployment options

Deployment options provided by Creatio are listed in the table below.

Deployment option	Management type	Description
Cloud	Creatio-managed	Fully managed cloud service hosted and maintained by Creatio.
	Customer-managed	Self-managed deployment on customer cloud infrastructure (AWS, Azure, GCP, or other cloud providers).
On-site	Customer-managed	Self-managed deployment on physical servers in the customer's own data center.

From a technical perspective, customer-managed cloud and on-site deployments follow the same procedure. The primary difference is the infrastructure connection strings. Use "localhost:5432" for on-site deployments and "your-db.rds.amazonaws.com:5432" for customer-managed cloud deployments.

This article covers customer-managed cloud and on-site deployment procedures. For Creatio-managed cloud deployments, contact Creatio support.

Deploy Creatio on Windows

The general procedure to deploy Creatio on Windows is as follows:

1. Deploy the Creatio caching server (Redis). Instructions: Caching server.

2. Deploy the database. This step is DBMS-dependent. Instructions: Database server.

3. Install the latest Windows updates.

4. Enable the required Windows components. Instructions: Enable required Windows components.

5. Create and set up the Creatio application server on IIS. Instructions: Set up Creatio application server on IIS.

6. Modify the "ConnectionStrings.config" file. This step is DBMS-dependent. Instructions: Application server on Windows.

7. Modify the "Web.config" file. Instructions: Modify Web.config.

8. Set up Creatio services to ensure correct operation of all its components:

   • Set up websockets. Instructions: Set up websockets.
   • Switch the Creatio website from HTTP to HTTPS. Instructions: Switch a Creatio website from HTTP to HTTPS.
   • Set up global search in Creatio. Instructions: Global search.
   • Set up the machine learning service. Instructions: Machine learning service.
   • Set up integrations and Internet access for additional functions. For example, the data enrichment service, social media integration, or Google synchronization. Instructions: Additional setup.
   • Set up bulk emails. Required for the Creatio Marketing product only. Instructions: Bulk emails.

Deploy Creatio on Linux

Since version 8.2.1, Creatio requires .NET 8, as Microsoft ended official support for .NET 6 in November 2024.

The general procedure to deploy Creatio on Linux is as follows:

1. Prepare the Creatio setup files. Instructions: Prepare to deploy Creatio .NET on Linux.

2. Deploy the Creatio caching server (Redis). Instructions: General setup procedure for data caching server (Redis).

3. Deploy the database server. This step is DBMS-dependent. Instructions: Deploy PostgreSQL database (Linux).

4. Modify the "ConnectionStrings.config" file. This step is DBMS-dependent. Instructions: Set up ConnectionStrings.config.

5. Deploy the Creatio application server. Instructions: Deploy the Creatio .NET application server on Linux.

6. Configure the required tools to run Creatio. Follow the steps that match your deployment option.

   Run Creatio directly on the local machine

   1. Install .NET, a GDI+ compatible API for UNIX-like operating systems, and development libraries and header files for GNU C. Instructions: Install .NET and other Creatio dependencies.
   2. Run the Creatio application server. Instructions: Run the Creatio application server.
   Run Creatio in a Docker container

   1. Make Redis accessible from the Docker container. Instructions: Configure the Creatio caching server (Redis).
   2. Install Docker. Instructions: Install Docker.
   3. Create a Dockerfile. Instructions: Create a Dockerfile.
   4. Build and run the Docker image. Instructions: Build and run a Docker image.

   Learn more about running a PostgreSQL server in Docker: Postgres - Official Image (official vendor documentation).

---

See also

Database server

Caching server

Application server on Windows

Application server on Linux

Additional setup

Containerized components

System requirements calculator for Creatio on-site

---

Resources

Tech Hour - Installing Local instance of Creatio