IBM. Harshit Kumar Agrawal & Chethan Chandrashekar 3/5/2014

Transcription

1 IBM Installing and Configuring IBM Case Manager 5.2 with FileNet P on single server An in-depth guide for users to setup an IBM Case Management environment using CMPIT on a single server. Harshit Kumar Agrawal & Chethan Chandrashekar 3/5/2014 Abstract: This tutorial introduces a step by step approach to install and configure IBM Case Manager on single server using Case Manager Platform installation tool (CMPIT) About the authors: Harshit is a software developer at IBM-ISL for past 3 years. He has wide knowledge on installation and configurations of FileNet products like Content Engine, Process Engine, Content Navigator, Case Manager, CFS-ICI, Application servers like WebSphere Application Server, WebLogic Application Server and JBoss along with combinations with databases like DB2 and SQL. Reach out to him at hagrawal3@in.ibm.com Chethan is a software developer in the FileNet P8 team at IBM-ISL for past 3 years and has worked on developing installation and configuration tools for the FileNet P8 stack including IBM Content Platform Engine, IBM Content Navigator, IBM Composite Platform Installation Toolkit. Reach out to him at chethan.c@in.ibm.com

2 Introduction The IBM Case Manager Platform Installation Tool provides a series of scripts that installs and configures all of the supporting software and applications to create a complete FileNet P8 Platform and IBM Case Manager environment. When the automatic installation and configuration are complete, you can begin to use the IBM Case Manager applications. IBM Case Manager can either co-exist on the same system as the IBM FileNet P8 or on a different system than IBM FileNet P8. Single system deployment can be advantageous in many scenarios for example: for testing and Proof of Concept environments, a single server installation help in a quick evaluation of the product against requirements. This tutorial addresses single server deployment of the IBM FileNet P8 along with IBM Case Manager using Case Manager Platform installation tool (CMPIT). CMPIT 5.2 installs and configures the following pre-requisite software and IBM FileNet P8 system along with IBM Case Manager 5.2. IBM WebSphere Application Server 8.5 IBM Tivoli Directory Server 6.3 IBM DB2 Database Server 9.7 FP5 IBM Installation Manager Preparing System: The following are the platform specific checklists which needs to be checked prior to running CMPIT. Ensure that the directories on the server have adequate free space. In addition to the 10 GB required for the installed binary files, the installation process requires the following free space: Operating system AIX Linux Windows Required space by directory /opt: 20 GB /tmp: 3 GB /home: 2 GB /opt: 20 GB C:\: 20 GB Windows: Ensure that no IBM FileNet P8 Platform components or supporting software applications are installed on the server. Install the required Web Services Enhancements (WSE) 3.0 Runtime. Turn off Windows system/security auto updates before you begin the installation. Automatic updates during the installation can cause the IBM Case Manager Platform Installation Tool to time out. Disable User Account Control (UAC) before running CMPIT. To turn off UAC 2

3 Unix: 1. Click Start, and then click Control Panel. 2. In Control Panel, click User Accounts. 3. In the User Accounts window, click User Accounts. 4. In the User Accounts tasks window, click Turn User Account Control on or off. 5. If UAC is currently configured in Admin Approval Mode, the User Account Control message appears. Click Continue. 6. Clear the Use User Account Control (UAC) to help protect your computer check box, and then click OK. 7. Click Restart Now to apply the change right away, or click Restart Later, and then close the User Accounts tasks window. If the server does not use Domain Name Service (DNS) or Network Information Service (NIS) then verify that the /etc/hosts file contains the name and Internet Protocol (IP) address of all servers that the server communicates with, including the local host. Verify that unzip and gunzip utilities are installed. Ensure that the paths to unzip and gunzip programs are in the PATH variable of the installation user. Downloads: Installation: Please follow the below link to download require package for CMPIT Log on to the server where you plan to install IBM Case Manager. Operating system AIX Linux Windows Required credentials Log on as the root user. Log on as the root user. Log on as the local Administrator, not the domain administrator. Navigate to the IBM Case Manager Platform Installation Tool software. Open the CDroot/cmpit.properties file and change the LICENSE_ACCEPTED_# parameter to TRUE for each software component. Save and close the file. Run the installation tool: Operating system AIX Linux Windows Command CMPIT-AIX.BIN CMPIT-LINUX.BIN CMPIT-WIN.EXE 3

4 Figure.1: Specify your locale and click OK. Figure. 2: Welcome Page 4

5 Figure. 3: Accept License Figure. 4 5

6 Click Choose to browse to the directory that contains the downloaded software components. Figure. 5 Optionally specify and confirm the administrator password. If you do not enter a password, the installation program will use a default password. 6

7 Figure. 6 Review the Pre-installation summary and click Install to begin the installation. The installation processes can take approximately two to three hours. The installation processes can take approximately two to three hours. Important: When the IBM Tivoli Directory Server Instance Administration Tool interface is displayed during the installation process, click the Close button in the tool window. Then, click Yes to confirm that you want to exit the tool. Re-run CMPIT Installation: Depending on the type of error, after you correct the error, you can edit the cmpit.properties to re-run the installer from where it left off To re-run the installer from the script where it left off, copy the <installation_path> \installscripts\cmpit.properties file over the original <cd-root>cmpit.properties file, then restart the CMPIT installation program. Suppose CMPIT installation fails, then user should refer to cmpit520_install_stdout.txt (%TEMP% directory) to find out the installation step that failed. Assuming that it failed at step 26, to restart CMPIT again from step 26, update the property PROCESSED_XX of all steps 3 to 25 to YES & steps 26 to 35 to NO in cmpit.properties as shown below. 7

8 In the CMPIT.properties, do not update the PROCESSED_01 (pwset) & PROCESSED_02 (updatehostname) status. The values must be set to NO before running the CMPIT Troubleshooting 1. If errors occurred during the installation, review the following installation logs in the <installation_path> directory for more information, and correct the error as appropriate: 1. cmpit520_install_stdout.txt (CMPIT s main log - found in UNIX: /tmp, Windows: %TEMP%) 2. cmpit520_install_stderr.txt (found in UNIX: /tmp, Windows: %TEMP% 3. cmpit520_install_log.txt (found in /opt/ibm/cmpit C:\Program Files (x86)\ibm\cmpit) 2. If CMPIT installer fails and exits while trying to install IBM Tivoli Directory Server and the install log indicates "Installation cannot continue" message. This can be because the co-requisite software could not be located, for example IBM Tivoli Directory Server cannot be installed without DB2. This is considered to be a critical failure and a reason for exiting the installation completely. The reason for not able to locate co-requisite software can vary, but the result is the same. Some of the reasons for such failure are: 1..zip file was not renamed properly. 2. Incorrect version of DB2 installer. 3. License file is missing. 4. Make sure download directory path does not have space in it. In these cases, the installation exits prematurely, and the installation log is stored in a temporary directory and not in the installation path. On Windows systems, the installation log file is usually stored in %TEMP% directory. On AIX, Linux, Solaris, and HP-UX systems, the installation log file is stored in the /tmp directory. 3. DB2 installation fails if DB2 account passwords exceed the maximum permitted limit for the passwords. The following table describes the DB2 account password limits: Operating System Windows DB2 password length limits DB2 administrative user password (default user 8

9 UNIX name: db2admin): 14 characters DB2 administrative user (default user name: dasusr1): 8 characters DB2 instance user (default user name: db2inst1): 8 characters DB2 fenced user (default user name: db2fenc1): 8 characters 4. DB2 install fails on Windows Vista and higher, with error number , along with an access denied error. Resolution: Launch the install with the "Run as Administrator" option. 5. When you encounter a DB2 installation failure. Check the db2setup.log file for the error message specified to identify the nature of your error. 6. If errors such as : echo ERROR: DB2 installation failed! echo ERROR: db2licm not found! are encountered then a wrong DB2 fix pack or a DB2 flavor other than SERVER might have been downloaded. In this case you can uninstall partially installed TDS to an earlier state and continue with CMPIT installation once you have the needed DB2 9.7 FP5 SERVER package on the system. 7. Workplace XT log-in issues : Even after the successful completion of CMPIT you may see errors during log-in into Workplace XT. Please follow this tech-note to workaround this error for Workplace XT : 8. For all platforms follow this link : to avoid encountering out of memory error during the deployment of IBM Content Platform Engine or IBM Content Navigator on IBM Websphere Application Server. 9. You may encounter "java.lang.nosuchmethoderror" during the creation of Case History Store. Follow below steps to resolve this issue 1. Open ICN profile (NexusConfig) with ICN Config & deployment tool. 2. Run following task: 1. Update the FileNet P8 Client Connector Files 2. Build the Web Application 3. Deploy the Web Application 3. Restart WebSphere Application Server. 10. The Case Manager Platform Installation Tool does not configure Business Rules by default, which limits many of the features available in Case Manager. To manually configure the Business Rules: 1. Start the Case Manager Configuration Tool: Windows: Click Start Menu -> Programs -> IBM Case Manager -> Case Manager Configuration Tool AIX and Linux: Open /opt/ibm/casemanagement/configure/configmgr 2. Open the deployicm.cgfp configuration tool profile located in the following directory: <cmpit installation directory>/install-scripts/profiles/deployicm/ 9

10 3. Right-click the profile in the navigation pane, click New Task, and click Configure Business Rules. 4. Enter the required information, save the task, and click Run. Conclusion To verify successful installation of the IBM FileNet P8 software and the IBM Case Manager by CMPIT 5.2.0, the user can access the following URLs and ensure that all components are installed and configured correctly. 1. Case Builder administrator Case Client Content Navigator Content Engine Ping Page Content Engine Health Content Engine Administration WebSphere Application Server Administration Workplace XT administrator - References 10