Installation steps

First time installation

1. Obtain the latest installer from the (new) SALTO Partner Area, under the ID Management | Salto IDM section.

2. Copy the installer to the server where Salto IDM will be hosted.

3. Right-click the Salto IDM installer and choose Run as administrator.

   

4. Click Next.

   

5. If you accept the terms of the agreement, click I Agree to continue.

   

6. Before Salto IDM can be installed successfully, configure the required Windows, SQL Server, and monitoring features.

   

Windows features

1. Click Enable necessary windows features….
2. A PowerShell window will appear enabling the necessary features. This may take a while depending on the server resources. After the features are enabled, a pop-up will appear.
3. Click OK to continue. Once done, this step can be skipped on future installations.

Database features

1. If you want to host the database locally and SQL Server is not installed yet, click SQL Server. You will be brought to the Microsoft website. Follow the steps on the website to install SQL Server. After you complete the SQL Server installation, you will be asked to install SQL Server Management Studio, which is advised.
2. If you want to use a remote database, click ODBC Drivers 13 and Command line utilities 14 for SQL Server. In both cases you will be brought to the Microsoft website. Follow the steps on the website to install the required components.

Website configuration

1. Enable data collection.

2. Remember that any data collected is strictly for performance monitoring and troubleshooting purposes only.

3. Click Next.

4. Provide the desired Website Name (for example, yourcompany.saltoidm.com).

5. Copy the provided website name to the Website Pool Name.

6. If desired, change the Port (this can be adjusted later in IIS), and click Next.

   

Database configuration

Provide the correct Hostname for the database. If desired, change the Port, whether to use Windows Authentication, and the Database Name.

If you are using Windows Authentication, leave the checkbox marked, otherwise enter the SQL Username and Password and go to the next step.

Click Install, and then choose Yes to confirm the creation of the new database (see troubleshooting).

Click Yes again to confirm the creation of an SQL login that will grant the IIS Application Pool permissions to read the database (see troubleshooting).

Salto IDM installation progress

When completed, click "Next".

Click "Finish".

The default browser will open and start the website. This may take a while the first time as the application initializes all required components.

Updating an existing installation

The process for updating an existing installation is almost identical to the first-time installation. Some settings will be reused, and it is always recommended to make a backup of the database and the installation folder. Follow the next steps to update your existing installation.

Back up the database and installation folder

1. Using SQL Management Studio make a database backup.
   • Add a clear backup name (for example, SaltoIDM_19MAR25.bak).
   • Choose Full for backup type and Disk for destination.
   • Store it in a safe location where it can be accessed and restored if needed.
2. Make a copy of the installation folder.
   • Go to the installation folder (for example, C:/inetpub/Salto IDM).
   • Right-click the Salto IDM folder and choose Send to > Compressed (zipped) folder.
   • This action creates a .zip file containing all the application files.
   • Add a clear backup name (for example, SaltoIDM_19MAR25.zip).
   • Store it in a safe location where it can be accessed and restored if needed.

Run the installer

1. Follow the same steps as a regular installation until you get to the IIS Settings page.

   • It is not necessary to reinstall the Windows or SQL Server components.
   • If Data Collection was previously enabled, make sure to check it again.

   

2. Enter the same details that you used during the initial installation.

   • You can check the current details by opening IIS, clicking on the website name on the left menu, and then clicking on Basic Settings on the right menu.

   

3. Use the root folder for the Install Location without a trailing ****. Do not include the actual installation folder name.

Reuse existing configuration

If the details of an existing installation are found, the installer will ask you if you want to reuse them.

• Reuse IIS Website Parameters.

  

• Overwrite installation folder contents.

  

• Reuse SQL Configuration.

  

• If you need to update the credentials to the SQL database, follow the SQL User Credentials Changed troubleshooting guide explained below.

Finalize the update

1. After the installation is done, navigate to the website and wait for the application to load.

2. Confirm the application version was updated by logging in, clicking on your name on the top right, and then on Information. This view displays the currently installed version.