Getting Started with Chime For Teams

High-Level Installation and Setup Road Map

1. System Requirements and Machine Prep (~3 hours - 1 day)

2. Download and Basic Installation (~1 hour)

3. Chime Application Setup (~1 hour)

4. Configure First Queue (~1 hour)

5. Cool New Features Setup (optional)

Step 1: System Requirements and Machine Prep (~3 hours - 1 day)

For Chime to run, you will need the following:

    Machine
  • 1 standard physical or virtual machine
    • Can be installed on common platforms including: Microsoft HyperV, Microsoft Azure, Amazon AWS, and Google
    • If hosted through Microsoft Azure, use a Standard D1 v2 (1 vcpu, 3.5 GiB memory) or greater for the Virtual Machine and a Standard S1: 20 DTUs Database
  • OS and Overview
  • 64-bit Windows ServerĀ®: 2008 R2, 2012, 2012 R2, 2016
    • Server 2008 R2 requires Desktop Experience feature to be installed
    • Server 2012/2012 R2, and 2016 require Media Foundation feature to be installed
  • Instant Chime does not require Microsoft IIS since Instant Chime includes HTTP via OWIN
  • Database Connectivity
  • Database access and connection to Microsoft SQL Server or Microsoft SQL Express (typically SQL Express used during evaluation).
    • Account with create access to SQL server (for building and updating the Chime database)
    • Account with read\write access to Chime database
      • The application supports both SQL and Windows server authentication options.
      • Note: For optimal performance, Chime and SQL Server should be in the same physical site.
  • Additional Information
  • Read Access to Windows Active Directory
  • .Net Framework 4.7.1+
  • Configured Azure Active Directory application registration for Graph API access (see Chime Office 365 Prerequsites.pdf)
  • 1+ Bot Framework registered bots per queue
  • Microsoft Teams subscription
  • 1 SSL certificate
  • Publicly available hostname/ip address

For a complete list of the system requirements, visit the Machine & System Requirements document.

Machine & System Requirements (pdf)

Please ensure that you have all of the necessary accounts by following the Chime Accounts Checklist with the required permissions before trying to install Chime. It will drastically reduce the amount of time it takes to get everything installed and running.


Step 2: Download and Basic Installation (~1 hour)

Please ensure you have completed Step 1 above before attempting to install Chime. Many common installation issues have arisen from things such as not having all the service accounts with the required permissions.

Before installing Chime for Teams on your machine, you will need to complete a few prerequisites in your Azure Portal. This involves retreiving account information from your Azure Active directory and creating and configuring an App Registration.

Chime Office 365 Prerequisites (pdf)

During the installation process, you will walk through a very standard Windows installation. You will provide Chime with account information, automatically create the Chime database, and provide the core configuration necessary for Chime to connect with Active Directory and the Chime Database.

Chime for Teams Install Guide (pdf)
Chime for Teams Downloads Page

If you run into a problem while installing Chime, please send us the logs so we can diagnose the issue and help get you back on track as quickly as possible.

Step 3: Chime Application Setup (~1 hour)

Please ensure you have completed Steps 1 & 2 above before attempting to complete these steps.

During the application setup process, you will interact with the newly installed Chime server and provide information on Chime administrators, managers, agents, license keys, and other settings specific to the Chime deployment.

The Chime Application Setup Guide will walk you through how to set up the Chime application.

Chime Application Setup Guide (pdf)

Step 4: Configure First Queue (~1 hour)

Please ensure you have completed Steps 1, 2, & 3 above before attempting to complete these steps.

It's time to create and configure your first queue. The Setup First Queue Guide will walk you through how to get Chime ready to be used as a service desk application.

Setup First Queue Guide (pdf)

Step 5: Cool New Features Setup (optional)