IGEL Universal Management. Installation Guide

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1 IGEL Universal Management Installation Guide

2 Important Information Copyright This publication is protected under international copyright laws, with all rights reserved. No part of this manual, including the products and software described in it, may be reproduced, manipulated, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form or by any means, except documentation kept by the purchaser for backup purposes, without the express written permission of IGEL Technology GmbH. Disclaimer The information in this document is subject to change without notice. IGEL Technology GmbH makes no representations or warranties with respect to the contents hereof and specifically disclaim any implied warranties of merchantability or fitness for any particular purpose. Further, IGEL Technology GmbH reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of IGEL Technology GmbH to notify any person of such revision or changes. Trademark Recognition IGEL is a registered trademark of IGEL Technology GmbH. Microsoft TM Windows TM and SQL Server TM are registered trademarks of Microsoft Corporation. Java TM is a registered trademark of Sun Microsystems, Inc. All other products and corporate names appearing in this manual may or may not be registered trademarks or copyrights of their respective companies, and are used only for identification or explanation and to the owner s benefit. Specifications and information contained in this manual are intended for informational use only, and are subject to change at any time without notice, and should not be construed as a commitment by IGEL Technology GmbH. IGEL Technology GmbH assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual, including the products and software described in it. Copyright 2009 IGEL Technology GmbH. All Rights Reserved.

3 Table of Contents 1 INTRODUCTION DEFINITIONS PREREQUISITES IGEL UNIVERSAL MANAGEMENT INSTALLATION (NEW INSTALLATION) Installation Types Installation Process IGEL UNIVERSAL MANAGEMENT UPDATE INSTALLATION Preparation Update Installation PREPARATION FOR USAGE OF 3RD PARTY DATABASE SYSTEMS Oracle 9i/10g/11g Microsoft SQL Server 2005 and PostgreSQL Apache Derby SETTING UP A NEW DATA SOURCE...7

4 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 1 1 Introduction This document will assist in installing (or uninstalling) the IGEL Universal Management Suite on your system. It covers both, the Linux and the Windows versions. 2 Definitions The program IGEL Universal Management Suite (hereinafter referred to as UMS) consists of these three components: IGEL Universal Management Server (UMS Server) IGEL Universal Management Administrator (UMS Admin) IGEL Universal Management Console (UMS Console) UMS Server is a server application that requires a relational database management system (RDBMS), in the following called database (see prerequisites for supported databases). The database can be installed on remote hosts. UMS Admin is a setup utility for the UMS Server component that is installed locally on the UMS Server's system. UMS Console is a client component that provides a graphical user interface (GUI) to manage the UMS Server application. UMS Console can be installed either locally on the UMS Server or at any remote system. 3 Prerequisites To install IGEL Universal Management, your system must meet the following requirements: UMS Server Operating system*: Microsoft Windows 2000/2003/2008 Server or any common Linux distribution At least a 1 GHz processor recommended At least 256MB required, 512MB recommended At least 200MB of free disk space (plus database system) UMS Console Operating system*: Microsoft Windows 2000/XP/2003/Vista/7 or any common Linux distribution At least 128MB RAM recommended At least 50MB of free disk space Database System Oracle 9i/10g/11g Microsoft SQL Server 2005 / 2008 PostgreSQL version 8.2 and above Apache Derby (also used as embedded database installed with IGEL Universal Management) (* 32 bit systems only)

5 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 2 Note: UMS Server must not be installed on a domain controller system. Installation of UMS Server on a virtualized operating system is not recommended. Changing the Java Runtime Environment of UMS Server is not recommended. Running additional Apache Tomcat web servers together with UMS Server is not recommended. 4 IGEL Universal Management Installation (New Installation) 4.1 Installation Types 4.2 The IGEL Universal Management Suite Installer offers three types of installation Standard Installation (default) Installation without database Console installation only When running the Standard Installation process the system does use an embedded Apache Derby database. To use an external database system such as Microsoft SQL Server, Oracle etc. please install without database system. Console Installation does not install the UMS Server but only the console application to connect to an UMS Server running on another system. 4.3 Installation Process Windows Systems Start the IGEL Universal Management Installer by executing the setup file (exe). Linux Systems The installation program of the UMS Server is an X11 application, so you need to be able to display X11 applications. Log in as root Open an xterm window (like xterm, console, gnome-terminal etc) and chdir to the directory where the packages reside First, check if the package is executable. If not, use "chmod a+x setup*.bin" to make them executable Start the IGEL Universal Management Installer by executing setup file (bin) The installer decompresses itself to /tmp, launches its Java engine, and removes itself from /tmp after the execution Note: The Windows installer creates entries in Windows' Add/Remove Software control panel as well as a start menu group IGEL Universal Management. Additionally, an icon for launching UMS Console is created on the desktop.

6 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 3 Windows / Linux Systems Select the UMS language (English or German) Read and accept the End User License Agreement Read the short description of the installation process Choose the path where to install the UMS Choose the installation type (see above) Specify user and password for the database connection Let the database system be updated automatically or manually Choose a name for the UMS entry in the Windows start menu Read the summary and start the installation process (or cancel the process) Close the Setup program when installation is finished When using the Standard Installation you will now have a working UMS server with embedded database. Run the UMS Console application and connect to the server using the credentials you did enter during the installation. The usage of third party database systems is described below. 5 IGEL Universal Management Update Installation 5.1 Preparation Before updating a previous version of IGEL RM / UMS you should make a backup of the database used by the RM / UMS. In case the previous system is running with SAP DB we recommend to convert the database to Embedded DB before updating the IGEL software. Note: Downgrading the UMS back to the version used before is only possible with the database backup of this previous version. The UMS update does update the database structure as well and this step cannot be undone. So run the UMS Admin backup procedure first before updating the software! 5.2 Update Installation Windows Systems Start the IGEL Universal Management Installer by executing the setup file (exe). Linux Systems The installation program of the UMS Server is an X11 application, so you need to be able to display X11 applications. Log in as root Open an xterm window (like xterm, console, gnome-terminal etc) and chdir to the directory where the packages reside. First, check if the package is executable. If not, use "chmod a+x setup*.bin" to make them executable. Start the IGEL Universal Management Installer by executing setup file (bin). The installer decompresses itself to /tmp, launches its Java engine, and removes itself from /tmp after the execution. Note: The Windows installer creates entries in Windows' Add/Remove Software control panel as well as a start menu group IGEL Universal Management. Additionally, an icon for launching UMS Console is created on the desktop.

7 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 4 Windows / Linux Systems Select the UMS language (English or German) Read and accept the End User License Agreement Read the short description of the installation process Choose the path where to install the UMS Confirm pop up window if existing path should be used Confirm information of database update during the process (see note above!) Confirm that all running UMS application windows have been closed Read the summary and start the installation process (or cancel the process) Close the Setup program when installation is finished After Update Installation is finished you will have a working UMS server with your previous used database. Run the UMS Console application and connect to the server using the credentials of the previous installed UMS version (database).

8 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 5 6 Preparation for Usage of 3 rd Party Database Systems 6.1 Oracle 9i/10g/11g Create a database user with RESOURCE permissions Use UMS Administrator to set up a new data source of type Oracle 6.2 Microsoft SQL Server 2005 and 2008 Open the SQL Console (New Query) Use the following script as template and execute (with own password setting etc.). To avoid problems during data source activation please make sure LOGIN, USER and SCHEMA have the same name. CREATE DATABASE rmdb GO USE rmdb GO CREATE LOGIN igelums with PASSWORD = 'setyourpasswordhere', DEFAULT_DATABASE=rmdb GO CREATE USER igelums with DEFAULT_SCHEMA = igelums GO CREATE SCHEMA igelums AUTHORIZATION igelums GRANT CONTROL to igelums GO Use UMS Administrator to set up a new data source of type SQL Server. Make sure the server port used by MS SQL Server is configured for the data source default port is 1433 within the UMS Server. Note: The Microsoft SQL Server should allow Windows- and SQL-Authentication. 6.3 PostgreSQL The IGEL Universal Management uses PostgreSQL features available since version 8.2. Therefore earlier versions are not supported. If you install a new instance of the PostgreSQL database server the following parameters should be set during the installation process: Encoding: the database cluster has to be initialized with UTF-8 encoding Addresses: accept connections on all addresses, not just localhost Enable procedural language PL/pgsql in the default database For further information about the installation process of PostgreSQL see After installing the database perform the following steps: check the server parameters o in file postgresql.conf the parameter listen_addresses must contain the hostname of the IGEL Universal Management Server host OR '*' to allow connections from any host

9 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 6 Note: If the IGEL Universal Management Server resides on the same as the PostgreSQL server, no changes to this file are required. o in file pg_hba.conf a parameter host has to be defined to give UMS Server permission to access the PostgreSQL server with rmlogin user credentials. Note: If the IGEL Universal Management Server resides on the same as the PostgreSQL server, no changes to this file are required. Start the PostgreSQL administrative tool pgadmin or use the command line client to perform the following steps (see the PostgreSQL documentation for details) o Create a new login-role with the name rmlogin o Create a new database with name = rmdb owner = rmlogin encoding = UTF-8 o within the database rmdb create a new schema with name = rmlogin Check if the language plpgsql exists in the database rmdb. If not, create it. Use UMS Administrator to set up a new data source of type PostgreSQL with the hostname of the PostgreSQL server and the server port (default port is 5432), username rmlogin and database rmdb. 6.4 Apache Derby As with every third party database we recommend to create a new database instance for the IGEL Universal Management schema. Execute the following steps to create a new database instance and configure it as an UMS data source. Activate user authentication in the derby db (for security reasons) Start the derby ij utility (located in [derby-installation-dir]/bin) Execute command to create the db instance rmdb connect 'jdbc:derby:rmdb;user=dbm;password=dbmpw;create=true'; Define the UMS database user rmlogin with password rmpassword CALL SYSCS_UTIL.SYSCS_SET_DATABASE_PROPERTY('derby.user.rmlogin', 'rmpassword'); Exit ij and start the Derby network server Use UMS Administrator to set up a new data source of type Derby with the hostname of the Derby server and the server port (default port is 1527), username rmlogin and database rmdb For further information about the derby administration see

10 IGEL TEL Technology GmbH IGEL Universal Management Suite Installation 7 7 Setting up a new data source When installation type without database has been selected, initially no database is configured for the UMS Server. Therefore your first step after the installation process is to start the Universal Management Administrator and create and activate a new data source. For detailed information see the IGEL Universal Management Suite User Guide.

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