Documentation

Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Deploying Creatio .NET Framework application on Windows

This guide covers all stages of Creatio on-site setup and deployment on Windows using IIS.

After installing the application, you will need to perform additional setup to ensure correct operation of all its components. You will need to do the following:

  • Set up websockets. Read more >>> 

  • Switch Creatio from HTTP to HTTPS. Read more >>> 

  • Set up global search. Read more >>> 

  • Set up machine learning. Read more >>> 

  • Set up integrations and Internet access for additional functions, for example, for data enrichment service, social media integration or Google synchronization. Read more >>> 

  • Set up bulk emails (only for configurations containing Marketing Creatio).  Read more >>> 

Note

If during login you receive the "Unable to load one or more of the requested types" error, make sure that you install the Microsoft Visual C++ 2010 SP1 Redistributable Package to the web-server (application server PC). You can download it on Microsoft site using the following link.

Creatio .NET Framework application on IIS

The following software components are required to deploy Creatio:

1.Database management system (DBMS). The following DBMS are supported:

•MS SQL Server 2012 SP3 or higher. If all database server components use default settings, additional DBMS setup is not needed. To ensure correct operation of Creatio on MS SQL, install Database Engine.

•Oracle Database 11g Release 2 or higher. To deploy Creatio database on Oracle, set up Oracle Data Access Components (ODAC) of version 11.

2.PostgreSQL 11. PostgreSQL setup files are available for download at postgresql.org. 64-bit Microsoft .Net Framework 4.7.2.

3.IIS 8.0 and up.

4.Redis Server 3.0 or 3.2.

5.To ensure correct compilation of the application, download and install .NET Core SDK 2.2.300 and .NET Framework SDK v 4.7.2.

Grant permissions to read, create and delete files and subfolders of the \Terrasoft.WebApp\Terrasoft.Configuration catalog to the user who runs the application pool in IIS.

Download 64-bit .NET Core SDK 2.2.300

Download 64-bit .NET Framework SDK v 4.7.2

The general procedure for Creatio application on-site deployment is as follows:

  • Install and/or enable required Windows components.

  • Install the latest Windows updates.

  • Install the Redis server.

  • Deploy the database.

  • Modify the ConnectionStrings.config file.

  • Create and set up application website using IIS.

Please note that the specifics of the deployment procedure may vary, depending on the chosen DBMS.

Note

MS SQL Server, Oracle Database and SVN server deployment procedures are covered in the documentation of these products.
The procedure for running PostgreSQL in Docker is covered in the Docker documentation.

Attention

It is not recommended to unpack any Creatio setup files using the built-in Windows archiver. Use 7-Zip, WinRAR or WinZIP instead.

Set up Creatio database server

Deploy the Creatio database on the database server by restoring it from a backup copy file located in the application folder. You can also use a backup copy of an existing Creatio database if you are deploying a website for development or testing environment.

Note

The procedure for creating a MS SQL Server DB backup is described in a separate article.

The procedure for restoring the database from a backup copy depends on the chosen DBMS.