Installation Guide
  • 29 Jan 2021
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Installation Guide

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Upgrading from v6 to v7?
Please review the Upgrading Decisions (v6 to v7) article for IMPORTANT CONSIDERATIONS.


This article guides new installations of the Decisions platform on an App Server or PC.  A database connection is required for successful operation; Microsoft SQL Server is used for example purposes.  

Confirm Specifications

Review the Installation Requirements article for more information.


  1. Download and install the .NET Core 3.1.x Runtime (x64).
  2. Download and install the .NET Core Hosting Bundle.

Installing Decisions

Download Decisions v7
Select the desired version from the Download Decisions webpage.
  1. Right-click the downloaded DecisionsServerInstaller application to Run as administrator.

  2. Click INSTALL to begin.

  3. Review the terms, click the checkbox next to I accept..., and click Next to proceed.

  4. In the Select Installation Type window, use the table below to choose the appropriate type, then click Next.

    Standard ServerThis is the most common server installation type, useful in production (live) or non-production (development) instances. This type should be selected if the desired function is to login to the environment from other machines, allowing others to access the server.
    Personal ServerThis server type is strictly a local installation. Use this server type to build and test Flows, Forms, Rules, Reports, and Pages that need to be published. This server type restricts other machines from accessing the environment.
    Failover (HA) ServerThis server type is identical to the Standard Server, except that it is not live until triggered. Use this type to install a failover server that will be available but will not run jobs or events on startup.
    Designer RepositoryThis server type stores entities and assists with managing version builds and releases. It does not run live applications.
    Show Advanced Settings
    This guide progresses with the Advanced Settings option checked to show customization of all installation options.

  5. The Advanced Settings are listed and described in the table beneath the image below.

    Use Settings Fileenables a field to select a previously saved settings file
    Install Emergency Password Reset Toolinstalls a command prompt tool for resetting user passwords
    Change Default System Administrator, Username and Passwordchanges the default administrator email and/or password ( / admin)
    Change Destination Folder for Installationdivert from the default install folder, C:\Program Files\Decisions
    Pick Alternate Sourceselect an alternate installation file source via URL or file directory
    Show the Service Settingscustomizes the Service account username and password 
    Allow Dynamic Resource Loading (Local Module)allows the system to store and load sources from local modules
    Skip DB Connection Testing - Not Recommendedskips the database connection test at the end of the installation wizard 
  6. In the Database Setup panel, under Database Type, select MS SQL.
    Under Connection Type, select Basic and enter the corresponding database server and name. If it does not exist, the platform installer will attempt to create it in MS SQL.

    Under Connection Settings, select MS SQL Server Security and enter the appropriate username and password. Windows Integrated Security is an option, but the user running the service must be defined in the Advanced Database Settings > Show Service Settings section.

    Click Test (Connection Type section) to confirm the database connection is successful using the credentials provided.  Click Next to proceed.
  7. Select the appropriate Installer Hosting Option, then click Next.
    Self Hosting is the recommended option for platforms installed to root.
    Portal URLs requiring a virtual directory (ex: should select IIS Hosting.

  8. Define the Portal Base URL. SSL is strongly recommended!

    Self hosting

    Local installs default to localhost with HTTP (Port: 80) or HTTPS (Port:443).
    To overwrite the default, simply specify the desired Domain Name (ex:
    Next, select the desired HTTP/HTTPS configuration with certificate path and password, if applicable, then click Next.

    IIS Hosting

    Provide the Portal Base URL then click Next.
    Root installs should consider Self Hosting (above).

    Set a required Application (App) Pool; click Create New to generate one (called Decisions), then click Next.

    Pre-existing "Decisions" Application Pool Error
    "Application pool with name Decisions already present on machine with different configuration."

    • Open IIS Manager and select Application Pools within the Connections panel.
    • In the Application Pools panel, right-click Decisions, then select Basic Settings.
    • Change .NET CLR version to No Managed Code.
    • Click the Back button in the Decisions installer, then click Next to refresh the app pools list.
    • In the Web Application window, click Next to proceed.
    • The installer should continue even if the warning reappears.

    IIS Hosting Manual Setup
    Reference Installer Hosting Options for manual App Pool and App Initialization configuration.

  9. To allow the platform to send emails, select an email server option, then click Next.
    SMTP Direct Server (default) - use the local machine's default SMTP server
    SMTP Server - specify a mail server address, authentication requirement, TLS/SSL use, implicit SSL use, and SSL port, then test the connection
  10. Confirm the File Storage Path (default is C:\Program Files\Decisions\FileStorage), then click Next.

  11. Review/correct any warnings in the System Requirements Check before clicking Next to proceed.
    Local PC/laptop installs will likely see an expected OS warning (production environments need Windows Server OS).
    Note: Skype should be uninstalled as it has been known to interfere with platform performance.

  12. The Review Install Options panel summarizes the install selections.  To save these settings for future reference or recovery, click the Save Install Settings To File checkbox ahead of clicking Next.

  13. Installation of v7 is underway.

    Click Show Details to see installation progress.

  14. When the v7 upgrade completes, click Finish to close the Installation Finished window.
  15. When Decisions launches, enter the admin username and password created during the installation ( / admin by default).  Recall, http://localhost is the default URL for local installs.

Updating the license

Upon the first login to the platform, one issue will appear in the bottom-left corner to inform the user of license expiration. The Decisions Support team can provide the appropriate license for the corresponding server type. For more information on how to obtain and apply a license key, please reference the Licensing a Server article.

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