Let’s learn how to perform New ConfigMgr Primary Server Installation using HTMD Step by Step Guide. Let’s dive into the New ConfigMgr Primary Server Installation Step by Step Guide (LAB setup).
I have seen most of the customers are using SCCM primary server instead of CAS for many reasons. I have also seen some of the folks recommend installing a CAS server if it’s really required. I don’t recommend installing CAS server though.
You need to make sure that all the prerequisites such as the high-level design of SCCM infrastructure are in place before the start of the installation of the primary server. This includes the DR and BCP requirements of the SCCM environment.
Prerequisites – ConfigMgr Primary Server Installation
The following are the prerequisites of ConfigMgr|SCCM server installation. Before installing the new SCCM server, read more about “Prepare to install ConfigMgr sites.”
- Install 2/3 servers with latest operating system – Server 2019 (recommended). More details here.
- Server 1 = Domain Controller
- Server 2 = SQL server
- Server 3 = MEMCM | ConfigMgr | SCCM Primary Server (you can install SQL server on the server 3 as well if you want). More details on ConfigMgr architecture decisions.
Active Directory Setup
- Install Active Directory for your SCCM server infrastructure. More details here.
- Extend AD Schema for SCCM | ConfigMgr. More details “Learn How to Extend AD Schema for SCCM | ConfigMgr | MEMCM.”
- Create System Management Container and grand appropriate access to SCCM primary servers. More Details “Create System Management Container for SCCM | ConfigMgr.”
User & Computer Access Rights Requirements
The user account *SCCM Admin account* that installs the site must have the following rights:
- Administrator on the following servers:
- The site server
- Each server that hosts the site database
- Each instance of the SMS Provider for the site
- Sysadmin on the instance of SQL Server that hosts the site database
- Administrator on additional servers where you install the initial management point and distribution point
NOTE! – More details are available in Microsoft documentation here.
SQL DB Setup
Install SQL server DB for ConfigMgr | SCCM Server infrastructure. More Details “The Complete Guide for SQL 2017 Installation for SCCM.”
Open Firewall Ports for the new infrastructure. More details about firewall port requirements for SCCM infrastructure.
Install Windows ADK
Download and Install Windows ADK & WinPE on ConfigMgr primary server. More details “Step by Step Guide to Update Windows ADK and WinPE Versions.”
Install WSUS & IIS
Install WSUS & IIS for primary SCCM server infra. More details Install WSUS for ConfigMgr Software Update Point Role.
Install Remote Differential & BITS
Install Remote Differential & BITS. More details Install Remote Differential Compression & BITS for ConfigMgr.
NOTE! – More details about SCCM site system-related prerequisites are explained in Site system prerequisites.
Download ConfigMgr Latest Version
Download the Configuration Manager Baseline version from:
- Download SCCM Baseline version from VLSC Portal (Paid)
- Download SCCM Baseline version from Evaluation Portal (FREE Version)
- Download SCCM Baseline version from MSDN or Visual Studio (Paid)
Install New ConfigMgr Primary Server
You are ready to install the current branch version of SCCM. Let’s install the new SCCM primary server infrastructure now!
- Double click on Splash.exe
Select OK from “How do you want to open this file.”
Here We GO! New ConfigMgr Primary Server Installation Step by Step Guide | SCCM
Click on the INSTALL button from the following page.
Confirm the Requirements Again
Let’s start Microsoft Endpoint Configuration Manager | MEMCM Setup Wizard.
Go through the verification steps again before proceeding. Most of them are listed in the Prerequisite section of this post above. Click on the NEXT button to continue.
Lets Get Started
I’m going to go through the standard installation process of the Primary Server. Select the option “Install a Configuration Manager Primary Site.”
Click on the NEXT button to continue.
NOTE! – I normally install all the other site system roles after successfully installing the Primary server.
ConfigMgr Product Key
Select product key choice on this page. I have a ConfigMgr product key; hence I selected the “Install the Licensed Edition of this product” option.
If you don’t have a product key, please select the “Install the Evaluation version of the product” option. This version of SCCM shall be valid only for 180 days. Click the NEXT to continue.
Accept Product License Terms
The ACCEPT product License Terms can see below. Click on the NEXT button to continue.
Select the Prerequisite files options from the following page. Download Required Files. Use Previously Downloaded Files (Use this option when you don’t have internet access on the SCCM server)
Click NEXT to continue.
Let’s wait until setup finishes “Verifying downloaded prerequisite components.”
Server Language Selection
Select the Server Language. In my scenario, it’s ENGLISH. Click on NEXT to continue.
NOTE! – You can modify the server languages if you run setup again and select the site Maintenance option.
Client Language Selection
Select the Client Language. It’s ENGLISH for me. Click NEXT to continue.
Site and Installation Settings
In the Site and Installation Settings. You need to decide Site Code, Site Name, and Installation Folder before proceeding.
Site Code (Any Combination of 3 three alphanumeric digits) = My site code name is MEM. Don’t Use the following name as site code. AUX, CON, NUL, PRN, and SMS.
Site Name is the name that helps to identify the site. Site Name Example – MEMCM Standalone Primary Server for HTMD.
Installation Folder – Specify the folder where you want to store SCCM Inbox and other folders. DO NOT install SCCM on C:\ Drive. Click on the Next button.
Primary Site Installation
Primary Server Installation Page: Select Install the primary site as a standalone site. Click on NEXT to continue.
Click YES on the pop, which provides you a message to expand the primary site to a hierarchy later by installing CAS.
SQL Database Connection Settings
Enter the SQL Database information on this page. Enter the SQL Server Name (FQDN) => I’m using a Remote SQL Database. SQLMEMCM.memcm.com.
Enter Instance name – I left it blank because I’m using the default instance of SQL. Database Name – The DB name shall automatically get populated based on your Site Code name. CM_MEM.
Don’t change the Service Broker port (in 99% of the Primary server installations) = 4022. Click on the NEXT button to continue.
Microsoft Endpoint Configuration Manager (MECM) populates locations for the SQL server data file and transaction log file locations. Leave the default location already populated by the setup wizard (for SQL server).
Path to the SQL server data file. F:\Program Files\Microsoft SQL Server\MSSQL12.MSSQLSERVER\MSSQL\DATA\.
Path to the SQL server log file. F:\Program Files\Microsoft SQL Server\MSSQL12.MSSQLSERVER\MSSQL\DATA\.
Click on the Next button.
Select SMS Provider Server
You get an option to select SMS Provider Server for your SCCM infra on this page. The ConfigMgr console uses SMS providers to communicate with the site database. You can create an SMS provider on a remote server if you want.
For this new standalone ConfigMgr primary server installation, I’m going to use DEFAULT settings, which is the same server as the primary server.
SMS Provider (FQDN) – CMMEMCM.memcm.com. Click the NEXT to continue.
Client Computer Communication Settings
Configure client computer communication settings. Configure the communication method on each site system role. HTTPS (more secure, but you might need PKI infra before setting this up).
HTTP (This is the one I will use for this installation process). Click on the NEXT button to continue.
Site System Roles – MP / DP Installation Options
I have removed site system role installation to make the primary server installation straightforward.
You can install Management Point Role and Distribution Point Role after the successful installation of the primary server.
Click on NEXT to continue.
Diagnostic and Usage Data
Click on the NEXT button to continue.
Service Connection Point Setup
Select the Service connection Point server for your SCCM environment. You can install this role on a remote server. But I install the SCP role on the primary server itself.
Use a proxy server when synchronizing information from the internet. You can keep the proxy server details blank if the server is connected internet without proxy.
You have an option to SKIP service connection point set up during the initial setup of the Primary server. I install the SCP role on the primary server. Click on NEXT to continue.
Check and Confirm all the configurations are correct or not. Click on NEXT to continue.
Prerequisite Check & Install
Ignore all the warnings for NOW 🙂 in this installation guide. Click on BEGIN INSTALL button to start the installation.
Progress – New ConfigMgr Primary Server Installation
Let’s check the installation progress and wait for it to complete. Click on the View Log option to check to understand what is happening.
Completed the Installation of New Primary Server
Click on the CLOSE button to complete the successful installation of the ConfigMgr primary site server.
Log File Reference
You can refer to the SCCM log files to understand more details of the installation process. The following are the last two lines of the log file (ConfigMgrSetup.log) after successfully installing the SCCM primary site server.
- INFO: Setup downloader setupdl.exe: FINISHED
- Exiting ConfigMgr Setup Bootstrapper
Results – Launch Console
Launch SCCM Console from Start Menu. The latest version of SCCM is available under \Administration\Overview\Updates and Servicing.
Anoop is Microsoft MVP! He is a Device Management Admin with more than 20 years of experience (calculation done in 2021) in IT. He is Blogger, Speaker, and Local User Group HTMD Community leader. His main focus is on Device Management technologies like SCCM 2012, Current Branch, and Intune. He writes about ConfigMgr, Windows 11, Windows 10, Azure AD, Microsoft Intune, Windows 365, AVD, etc.