Install or Update au2mator – Self Service Portal

Last modified: June 2, 2023
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Estimated reading time: 4 min

The setup has been available since release 3.5. If you are looking for the How-To of an older Release, click here.

Source Files

Go to your Customer Page and Download the latest Release as a customer. As a Trial User, you can request a Download here: Download – au2mator – Self Service Portal.

Prepare / System Requirements

Go through the following steps to be prepared as well as possible.

To run au2mator, the System Requirements are straightforward.

  • Windows Server 2019 or higher
    • you can run au2mator on Server 2016, but when you use it with PowerShell, some modules (ActiveDirectory) have no compatibility with PowerShell Core.
    • Entire Server 2022 Support with 4.6
  • SQL Server 2014 or higher
  • at least two core CPU, 8 GB Ram, and 64GB SSD Disk
  • As Browser, we recommend using Microsoft Edge (Chromium), Firefox, and Chrome. Internet Explorer is not supported

SQL Server

Install a Server and get your SQL Server (Database Engine) ready. You can use a shared or dedicated SQL Server.

Also, SQL Express can be used. See our instructions on how to set up for au2mator.

As the SQL Server Collation, we support and recommend the following

  • SQL_Latin1_General_CP1_CI_AS
  • Latin1_General_CI_AS

Service Account

A Service User is needed for the IIS Application Pool, which is also used to communicate with SCO, SMA, and your SQL Server.

Please make sure the User is configured at least.

  • Local Admin User on the au2mator Server
    • Make sure the User has “Logon as Service” and “Logon locally” rights
  • DB_CREATOR (or Sysadmin) on the SQL Server

Additionally, as the User is also used to trigger the Automation, make sure the User is configured correctly, depending on the Automation.

  • System Center Orchestrator
    • Please configure the User as SCO Admin
  • Service Management Automation (SMA)
    • Please configure the User as SMA Admin

Our setup will do everything else.

We are trying to “au2mate everything” and make the setup as easy as possible, but please, before running the Setup, backup your existing au2mator Database and your IIS Dir. Make a Note of your IIS Settings

We cannot help you with any errors during the setup without any Backup.


Extract the compressed file and start the “au2mator – Self Service Portal.exe.”

au2mator Setup

Install Path

Enter the Path, where au2mator Self Service Portal is installed

For Migration from 3.9 to 4.x, please enter a new Inetpub dDr and do not use the existing one

Service Account

See the Prerequisites for more Details.

IIS Details

Enter Website Name, Port, and App Pool Name for the au2mator Self Service Portal

For Migration from 3.9 to 4.x, please enter a new Website Name and App Pool Name

.NET Core

The latest version of the required.NET Core Hosting Bundle will be installed if needed.

Please do not cancel the setup. Otherwise, au2mator is not able to run.


After the Setup is finished, please Reboot your Server if necessary.

Afterward, open your Browser and navigate to your au2mator URL to start the Web Setup.

Web Setup – SQL Server

Please enter Database Namen und Server where the au2mator DB can be installed.

Make sure the au2mator Service User has the appropriate Rights to create a Database.

Make sure “TCP/IP” Protocols for SQL Server is active

See: Install SQL Server Express for au2mator – au2mator – Self Service Portal for details

Web Setup – Automation

Enter your Distinguished Name and select the au2mator Admin Group.


On the last page, click Finish to complete the setup

If you have an existing License, please follow our Article on how to activate your License.

Update Notes

We will take care of the Update, so enter all Information in the setup, and we will do the rest.

The Update will not change anything in the “License,” “Log,” or “Custom Space” Folder.

And, of course, please test before doing this in Production.


In the end, the Portal is ready. Navigate to your au2mator URL, and au2mate everything.

First Steps:

Special Upgrade Notes

au2mator – Self Service Portal 4.9.602

  • Please Check your Date/Time Question Types, as we changed the output format to AM/PM, 24Hour format
  • Check your SQL Questions, as we are not adding ” ‘ ” automatically anymore

au2mator – Self Service Portal 4.4.612

  • Since 4.4 we use .Net 5.x, so you can uninstall .Net Core 3.x Hosting Bundle

au2mator – Self Service Portal 4.2.265

  • Reconfigure your Hybrid Worker Groups if used

au2mator – Self Service Portal 4.1.019

  • Please go through your Services and check all Date/Time Questions
  • Please go through your Services and check all True/False Questions
  • Please go through your Services and check all Options Questions
  • As we changed the Azure Automation implementation, you need to configure Azure Automation Integration from new – Use Azure Automation with au2mator – au2mator – Self Service Portal

au2mator – Self Service Portal 4.0.178

We have completely restructured the au2mator DB, so we need to migrate to a new Database.


The Web Setup will guide you through the Steps. Afterward, please go through the following steps.

au2mator – Self Service Portal 3.7.451

  • run the following PS1 Script after Upgrade, when the previous version was lower than 3.6
  • You need to adapt your Runbook cause we are now transferring different values for LDAP Query and built-in Values

au2mator – Self Service Portal 3.6.871

  • run the following PS1 Script after Upgrade (Script is also included in Download source)
  • You need to adapt your Runbook cause we are now transferring different values for LDAP Query and built-in Values

au2mator – Self Service Portal 3.4.053

  • Make sure you are using the new License File – v2

au2mator – Self Service Portal 3.2.307

  • After the Upgrade, please check all your Services with Question Type “Date.”

Upgrade Path

<= 3.9.2254.*

.Net Version

This is for Documentation only, .Net is included in Setup

4.0 – 4.53.0

Troubleshoot Setup

  • Make Sure the SQL Server has enabled TCP/IP Protocol Connection
    • Open “SQL Server Configuration Manager”
    • Navigate to “SQL Server Network Configuration”
    • Make sure “TCP/IP” is enabled
  • The Website looks a bit strange
    • Make sure to Used Microsoft Edge, Chrome, or Firefox
    • When using IE, make sure that the IE Compatibility View is not enabled for the au2mator Site.

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