Installation Process Overview

This section provides an overview of the entire installation, configuration, and set up process for Serena Service Manager. Each step listed below is described in more detail later in this guide.

To install Service Manager in an on-premise SBM system:

  1. Install and configure a supported version of SBM as described in the SBM Installation and Configuration Guide.
  2. Ensure that the SBM Notification Server is running. This is important because certain Web services in Service Manager are triggered by notifications.
  3. Close SBM Configurator on all servers if it is open.
  4. Run the installer as described in Running the Installer and install Service Manager on the SBM server or servers that host the following components:
    • SBM Application Engine
    • SBM Application Repository
    • SBM Common Services
  5. Launch SBM Configurator, set the appropriate SLA load level as described in Configuring Serena Service Manager, and then click Apply. Confirm that the IIS and JBoss services restart.
  6. Access Serena Work Center using the following URL:

    When Work Center is accessed for the first time after the installation is complete, the loading time will be longer than normal, which may cause a timeout to occur. This is due to the server loading data associated with the new solutions. The slow loading time is a onetime occurrence. See Accessing Serena Work Center for more information.

  7. Import the solution files as described in Importing the Solutions.
  8. Promote the solution snapshots as described in Promoting the Snapshots.
    Important: If you are upgrading from a previous version and you want to preserve modifications you have made to existing process apps, see the Serena Service Manager On-Premise Upgrade Guide for steps to preserve your changes before you promote new versions of the process apps. Promoting the new snapshots overlays any existing modifications that you have made to your existing workflows.