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Creatio Setup & Installation Guide

Getting started with Creatio is designed to be straightforward, giving organizations a powerful low-code platform to unify CRM and business process management. The setup process begins with creating your account and configuring essential details such as user roles, permissions, and workspace preferences. Installation is flexible, whether you choose the cloud-based deployment or on-premises option, and integrates seamlessly with your existing infrastructure. By following the guided steps, you’ll establish a secure and scalable foundation that empowers your team to automate workflows, manage customer relationships, and accelerate growth from the very start.

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Creatio Installation Process

Using Creatio Effectively

1. Choose Your Deployment Type

   • Cloud (SaaS): Creatio handles hosting, updates, and scaling.
     
     
   • On-Site (Self-Hosted): You install and manage Creatio on your own infrastructure (Windows or Linux).

2. On-Site Installation Steps

   For Windows (.NET Framework)
   
   

   • Prepare the Environment
     
     
     • Install required Windows components and updates.
       
       
     • Set up IIS (Internet Information Services).
       
       
   • Deploy Core Services
     
     
     • Install the Creatio application server.
       
       
     • Deploy the Redis caching server.
       
       
     • Set up the database (SQL Server or PostgreSQL).
       
       
   • Configure Files
     
     
     • Modify ConnectionStrings.config for DB connection.
       
       
     • Update Web.config for application settings.
       
       
   • Finalize Setup
     
     
     • Enable WebSockets.
       
       
     • Switch from HTTP to HTTPS.
       
       
     • Set up Global Search, Machine Learning, and Bulk Email (if using Marketing Creatio).
       
       
     • Configure integrations (Google, social media, data enrichment).
       
       

   For Linux (.NET Core)
   
   

   • Prepare Setup Files
     
     
     • Obtain Creatio installation package.
       
       
     • Install .NET Core and required libraries.
       
       
   • Deploy Services
     
     
     • Set up Redis and the database server.
       
       
     • Deploy the Creatio application server.
       
       
   • Docker Option
     
     
     • Install Docker.
       
       
     • Create a Dockerfile.
       
       
     • Build and run the container.
       
       
     • Ensure Redis and PostgreSQL are accessible from Docker.

3. Additional Configuration

   • Set up user roles, permissions, and workspaces.
     
     
   • Customize workflows, dashboards, and modules.
     
     
   • Integrate with third-party tools via REST API or built-in connectors.

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