In fact you need all the latest MOR CD's of a particular Release (point or not).
And if the CD does not exist in the target MOR, you take the previous existing (F000 is the 1st and the M010, M020 etc ...)
For example, to Install a 10.1 M030
get all the CDs in 10.1 M030 (solution installer, point release, service pack etc ...)
and if not exist in M030, get all the other CD in M020, and if not exist , get in ... , until F000 (in general PDMLink and ProjectLink CDs are in F000. it is the service pack CDs that will patch tehm)
If it is a brand new installation , You need all the CDs . You unzip them in one place, and then use the Solution Installer cd. It will list all the present CDs (modules)