TIBCO NimbusTM 9. Installation Planning Guide. Software Release April 2014

Transcription

1 TIBCO NimbusTM 9 Software Release April 2014

2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright law s and treaties. No part of this document may be reproduced in any form w ithout the w ritten authorization of TIBCO Softw are Inc. TIBCO, Tw o-second Advantage and TIBCO Nimbus 9 are either registered trademarks or trademarks of TIBCO Softw are Inc. in the United States and/or other countries. All other product and company names and marks mentioned in this document are the property of their respective ow ners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE RELEASE NOTE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES. Copyright TIBCO Softw are Inc. ALL RIGHTS RESERVED. TIBCO Softw are Inc. Confidential Information TIBCO Nimbus 9

3 Contents 3 Table of Contents Chapter 1 Introduction Chapter 2 Planning 8 Licensing TIBCO Nimbus 9 8 Installing TIBCO Nimbus 9 on a 64-bit operating system 8 Directory Sharing 9 Disk Space Requirements 9 Storing Data Chapter 3 Product Overview 12 File Server 13 Author Client Software Requirements General Considerations Windows Server 2003 R2 Considerations Windows Server 2008/R2 Considerations Windows Vista Considerations Web Server Software Requirements General Considerations Windows Server 2003 R2 Considerations Windows Server 2008 Considerations Action Server / Business Server Software Requirements General Considerations Batch Server Software Requirements Performance Monitor Plug-in Software Requirements Chapter 4 Integration 24 Integrating with SAP BW and SAP NetWeaver TIBCO Nimbus 9

4 4 24 Integrating with Cognos Metrics Manager 24 Integrating with Salesforce.com 24 Integrating with Oracle 24 Integrating with Generic Portals 25 Integrating with SAP Solution Manager 25 Integrating with BPM-Xchange 25 Integrating with OpenText Document Management 25 Integrating with tibbr Chapter 5 Deployment 27 Simple Deployment 28 Complex Deployment Chapter 6 Appendix 31 Sizing Requirements Author Client Sizing Requirements Web Server Sizing Requirements Hardware Requirements Author Client Hardware Requirements Web Server Hardware Requirements TIBCO Nimbus 9

5 Chapter 1 Introduction TIBCO Nimbus 9

6 6 Introduction This guide provides an overview of the technical architecture of the TIBCO Nimbus 9 suite and how the architecture can be scaled to support multi-national corporations. It also describes the hardware and sizing requirements for deploying and hosting the TIBCO Nimbus 9 suite. The figures given are purely indicative and each organization will have their own characteristics that determine the actual requirements. In addition, the requirements for a particular organization will change over time, driven by a changing usage profile. This means that there will be an ongoing capacity planning activity required to ensure that TIBCO Nimbus 9 performs to the requirements of an organization. TIBCO Nimbus 9

7 Chapter 2 Planning TIBCO Nimbus 9

8 8 Planning Licensing TIBCO Nimbus 9 Trial period When you install TIBCO Nimbus 9 for the first time, you have a 7 day trial period in order to assess the software. Within this 7 day trial period you have an unlimited number of user licenses and user modules in which to try out the software. After the 7 day trial period you must apply for a new license code to continue using the software. Licensing TIBCO Nimbus 9 after the trial period For new installations of TIBCO Nimbus 9, and for upgraded installations, an unlock code must be obtained from TIBCO Nimbus Support. The license code determines the number of process author and end user licenses you have (additional licenses can be purchased at any time). Installing TIBCO Nimbus 9 on a 64 bit Operating System TIBCO Nimbus 9 is 32-bit, however the suite can run in a 64-bit operating system under 32-bit compatibility mode. Directory Sharing A default installation will install the directory structure shown below, although any structure can be used. <Destination Directory Path> TIBCO Nimbus 9 Action Server Batch Server BI Server Cache Client Logs PerfMon Process Repository Process RepositoryATTACH Process Repositorycred Temp Web Server The location and sharing rights of each of the directories needs to be considered. By default, the Process Repository needs to be shared and if users are going to access the Client executable over the network then the Client install folder must also be shared. The Action Server, Business Intelligence Server and Web Server do not need to be shared as user access across a network is not required. TIBCO Nimbus 9

9 9 Disk Space Requirements The data volume requirements are not discussed in detail. In practice, TIBCO Nimbus 9 does not use a large amount of disk space, however associated documents (files, documents, media files, etc) require the largest amount of disk space, which are clearly site-specific. The Web Server image cache, which is also sitespecific, is used to store.emf and.gif files for fast serving of images in the Web Server. The image cache could easily grow to over 1GB in time, therefore a capacity of 10GB of disk space is recommended. Storing Data TIBCO Nimbus 9 stores all data and process content generated by authors in the Process Repository folder in the Windows file system. All tables and other files are organized in different sub-folders within the Process Repository folder. Note that the Process Repository folder can be secured by preventing unauthorized access outside of the software. Please refer to the Administration Guide (under the Security section) for more information. The TIBCO Nimbus 9 software uses the ElevateDB embedded database engine for the table, index and other database-related files. The system data, process content and other files are optimized for the TIBCO Nimbus 9 software to help maximize performance based on the type of data that is stored and the access profile. Each process map is stored in a separate folder inside the Maps folder in the Process Repository folder. Each map is uniquely identified via a 32 hexadecimal GUID code, for example C AF18DD1E A map's GUID is used as the name of the folder for where the map is stored. This allows authors to easily rename the map without requiring changes to the folder structure in the Process Repository. A number of ElevateDB table files and other data files are stored in each process map folder. For example, the Diagrams files are the database files used for storing all diagrams within a process map. To prevent exceeding character limits within the Windows file system, process map folders are stripped within sub-folders based on the first two characters of a map's GUID code. For example, if the map GUID is C AF18DD1E then it will be stored inside a sub-folder called 'C1' inside the Maps folder. The GUID for a process map can be viewed in the 'Physical Path' field in the 'Where Am I' dialog (accessible from the Map menu in the TIBCO Nimbus 9 Author Client application. History In v9.0.0, v9.0.1 and v9.1.0, the same folder structure was used, however the DBISAM embedded database engine was used for all the database table files. In TIBCO Nimbus 9 v9.2.0, the embedded database engine was upgraded to ElevateDB, which fully supports Unicode and therefore allows for all multi-byte characters to be used throughout the generated process content. The TIBCO Nimbus 9.1 to 9.2 migration utility automatically migrates all DBISAM database table files up to the ElevateDB database table format. In v8.1.5 and earlier releases of the software the embedded DBISAM database engine component was used and the process maps were stored in separate folders, however the folder names were based on the actual names of process maps. This prevented process maps from being easily renamed because the folder name would also need to be renamed, which required all files to be closed and not in use by any other instance of the TIBCO Nimbus 9 software, including the TIBCO Nimbus 9 Web Server application. This was too limiting in large deployments of the TIBCO Nimbus 9 software. The TIBCO Nimbus 8.1 to 9.0 migration utility automatically restructures all process map folders in the Process Repository from being based on the actual name of the process map to be based on the GUID of the process map. TIBCO Nimbus 9

10 10 Advisory It is extremely important that no changes are made to the Process Repository files outside of the TIBCO Nimbus 9 software. Any changes to the files may cause data corruption and potentially result in data loss and instabilities in the TIBCO Nimbus 9 software. The Admin Utility, supplied with the TIBCO Nimbus 9 software, allows database tables and other files to be examined, repaired and potentially modified in some cases. If you are planning on modifying any database tables and other files in this manner, please contact TIBCO Nimbus Support to provide assistance in all cases when using the TIBCO Nimbus 9 Admin Utility. TIBCO Nimbus 9

11 Chapter 3 Product Overview TIBCO Nimbus 9

12 12 Product Overview TIBCO Nimbus 9 is an Enterprise Business Process Improvement software solution that allows you to capture, manage and deploy your operational processes and supporting information to all your people wherever they are, across the web or on a mobile device, delivered either on premise or in the cloud. TIBCO Nimbus 9 is unique in its ability to involve the whole workforce in business process excellence so that you can more easily improve performance, efficiency and compliance. 3.1 File Server The File Server consists of several managed repositories. Process Repository is an internal folder structure containing a number of flat files and DBISAM database tables and index files. It holds process diagrams and all process-related information, such as resources, metadata, access rights, workflow actions, etc. Document Registry holds all files related to processes, such as forms, templates, application links, policy documents, etc. Business Intelligence Repository holds all scorecards, metrics, trend data, and links to external data sources, such as Cognos, SAP BW, etc. Information Framework Repository holds compliance, risk, technical and other external data frameworks and their links to processes within the process repository, such as SAP business blueprint hierarchy, ISO9000/9001, ISO1400, CMMi, etc. TIBCO Nimbus 9

13 Author Client The Author Client is a software application used to capture, analyze, report and extract process content. It is designed to operate across the network using shared drives, UNC paths or via Citrix Terminal Services for a global deployment over the internet. Note: If you plan to access a file server that is installed on Windows Server 2003 R2 (SP2), please be aware that file handles may disappear when the Author Client is installed on Windows Server 2008 R2. Software Requirements Please refer to the Release Notes for information on software requirements. General Considerations There are a number of points to consider with respect to installing the Author Client. Sharing the Process Repository If you are going to share the Process Repository then you must share a higher level folder and not the actual Process Repository folder, otherwise users may not be able to access folders on the same level as the Process Repository, such as Process RepositoryATTACH and Process Repositorycred. There are three approaches to managing the sharing (assuming all of the software is installed on one machine - if the software is installed on multiple machines then the planning is driven by what capability is required on each machine): 1. All directories shared, but sharing the parent folder using the Default Directory Structure. This is the easiest approach, however it does allow the server-based software installation to be accessed by unauthorized users. 2. Client and Process Repository as separate shares but still using Default Directory Structure. This approach requires two separate shares but allows the default directory structure to be preserved and either requires two mapped drives or UNC path names to be used. 3. Client and Process Repository installed into one folder structure which is shared and the other components into another folder that is not shared. This approach requires a different directory structure but only a single share. All three approaches are valid but will of course depend on the requirements of the site. LDAP If LDAP is planned for but is not going to be immediately implemented, it is very important that the user accounts are set up to be the same as their network logon account names, otherwise when LDAP is used it will treat the user's accounts as new and remove their existing accounts, thereby removing all of the current access to TIBCO Nimbus 9 information and any authorization lists, review lists, etc. If using LDAP it is recommended to implement SLDAP. Anti-Virus Software Anti-virus software that checks files as they are written and read from the file system will have a dramatic impact on the performance of the system. If an anti-virus system is installed it is essential that.npcat,.npdat,.npidx,.nplck,.nploc,.npdta,.npblb and.npjnd file extensions are excluded from virus checking. TIBCO Nimbus 9

14 14 Upgrading Versions When upgrading a minor version release, for example upgrading from to 8.1.1, you must copy the Process Repository, Process RepositoryATTACH and Scorecard Repository folders to the new location prior to the installation process. When upgrading major releases you must first migrate the Process Repository before installing the TIBCO Nimbus 9 suite. Please refer to the Administration Guide for more information. Windows Server 2003 R2 Considerations Folder Security By default, in Windows Server 2003 R2 the security rights given to a folder for Users is 'Read'. This is a change from Windows 2000 Server. Any TIBCO Nimbus 9 Client application connecting to the Process Repository other than from the account it was installed by will fail. The security rights on the Process Repository need to be changed to include 'Delete' and 'Write'. Windows Integrated Authentication (WIA) - Single Sign On (SSO) The changes to support WIA are relevant to all server platforms but are detailed here as they need to be implemented to support WIA and will affect Server 2003 implementations. For Windows Server 2003 R2, the Application Pool identity must have a Server Principle Name (SPNs are unique identifiers for services running on servers) defined for SSO to function successfully. This can be achieved in two ways: Ensure the Application Pool identity is set to the default of the Network Service account. If the Application Pool is set to run under the TIBCO Nimbus 9 service account then establish an SPN using the setspn.exe tool. Microsoft's Knowledge Base holds all the information you will need to use this tool. Opportunistic Locking ("OpLocks") Possible data corruption issues may arise if opportunistic locking is enabled in deployments where the Process Repository is placed on one server and then accessed by another server or workstation. TIBCO Nimbus highly recommends disabling opportunistic locking on the file server. To disable Opportunistic Locking: The CD image contains registry files to enable/disable Opportunistic Locking on a server (found in System Updates and Utils/Oplocks and SMB2). DisableFileServerOplocks.reg will disable opportunistic locking Alternatively, the Windows Server 2008/2008 R2 System Registry can be manually edited: To disable Opportunistic Locking, change or add the following REG_DWORD value: HKEY_LOCAL_MACHINE\SYSTEM\ CurrentControlSet\Services\LanmanServer\Parameters\EnableOplocks Set the value to 0. Note: You must restart the computer for the above registry change to take effect. To enable Opportunistic Locking: TIBCO Nimbus 9

15 15 EnableFileServerOplocks.reg will enable opportunistic locking. Alternatively, manually set the registry value above to 1. Performance Implications Opportunistic locking can provide significant performance improvements but only when a single PC or server accesses remote files. However, once a process on the file server or on another PC/server starts accessing the same file, this gain is lost. As the Process Repository will either be accessed either entirely from the local server or more usually several servers, opportunistic locking is not in use and therefore disabling it should not have any significant impact on performance. Windows Server 2008/R2 Considerations SMB2 and Opportunistic Locking ("OpLocks") A potential data corruption issue has been identified when the Process Repository is placed on a Microsoft Windows Server 2008/2008 R2 (or on a Microsoft Windows Vista/Windows 7 workstation) and then accessed by another Windows Server 2008/2008 R2 or a Vista/Windows 7 workstation that is SMB2 enabled. To avoid any possible corruption to the data in this deployment set-up, TIBCO Nimbus highly recommends disabling both the Server Message Block 2 (SMB2) file sharing protocol and Opportunistic Locking on the file server. Note: Opportunistic locking can only be disabled when SMB2/2.1 has been disabled. After disabling SMB2, SMB1 will be used, even when clients that are SMB2/2.1 capable open files on the file server. To disable SMB2/2.1 and Opportunistic Locking: The CD image contains registry import files that will disable SMB2/2.1 and Opportunistic Locking on a server (found in System Updates and Utils/Oplocks and SMB2). Force SMB1.reg will disable SMB2/2.1 and use SMB1. DisableFileServerOplocks.reg will disable opportunistic locking. Alternatively, the Windows Server 2008/2008 R2 System Registry can be manually edited: To disable SMB2/2.1, change or add the following REG_DWORD value: HKEY_LOCAL_MACHINE\SYSTEM\ CurrentControlSet\Services\LanmanServer\Parameters\SMB2 Set the value to 0. To disable Opportunistic Locking, change or add the following REG_DWORD value: HKEY_LOCAL_MACHINE\SYSTEM\ CurrentControlSet\Services\LanmanServer\Parameters\EnableOplocks Set the value to 0. Note: You must restart the computer for the above registry changes to take effect. To enable SMB2/2.1 and Opportunistic Locking: AllowSMB2.reg will enable SMB2/2.1. EnableFileServerOplocks.reg will enable opportunistic locking. TIBCO Nimbus 9

16 16 Alternatively, manually set the registry values above to 1. Performance Implications Disabling SMB2 will only have a very minor impact on performance and hence this will not usually be noticeable. Opportunistic locking can provide significant performance improvements but only when a single PC or server accesses remote files. However, once a process on the file server or on another PC/server starts accessing the same file, this gain is lost. As the Process Repository will either be accessed either entirely from the local server or more usually several servers, opportunistic locking is not in use and therefore disabling it should not have any significant impact on performance. Securing a Process Repository For Microsoft Windows Server 2008 Client installations, the User Account Control (UAC) option must be enabled in order to secure a Process Repository. This is enabled by default. Windows 7 Considerations The following issues may arise when installing on Windows 7. Common file and registry virtualization issues in Windows Vista or in Windows 7 (Microsoft Support KB ) File and registry virtualization allows users who have non-administrative access to the registry and to the file system to write to certain protected areas. Virtualization creates a 'per user' copy and then redirects successive data operations. If the virtualization feature of Windows 7 is used and TIBCO Nimbus 9 is installed into the Program Files folder, any writing to the Program Files folder will be virtualized to a 'per user' folder, unless the account that the program is running under has administrative rights and elevated if UAC is enabled. This may cause issues with some users accessing files in their private virtualized folders and others accessing files in the Program Files folder. See Microsoft Support issue KB for more information. Running the client after installation can have side effects on Windows 7 if rights elevation occurred If running the TIBCO Nimbus 9 client installation on Windows 7 as a non-administrator, the user will be prompted to proceed with the installation and their rights will be temporarily elevated to an administrator's account. When the installation has finished and the user selects to run the client upon exiting the installation, the client will run under the administrator's account and not the user's account. This will result in any user-specific registry keys and specific files not being accessible when the user next runs the client. TIBCO Nimbus 9

17 Web Server The Web Server interacts with IIS via an ISAPI extension to present information to end users via a web browser. Utilizing HTML and JavaScript, the Web Server is designed for scalability, ease of use and minimal IT administration overhead. The Web Sever can also be installed as a SharePoint solution. Software Requirements Please refer to the Release Notes for information on software requirements. General Considerations Service Account Whilst a simple single box install can use the default accounts, as soon as multiple machines are used or LDAP integration is required it is necessary to use a domain account. A TIBCO Nimbus service account should be created as a domain account and used to run all of the services. This account does not need Administration rights. It should be created with the password set to 'never expire', and can be set as a policy not to allow login. However, if this account is used to run the Office Integration Service then, whilst establishing Excel, this account will need to be used to log in to the box. Once this has been done the policy can be applied. The Service Account also requires access to the following folders:...\tibco Nimbus 9\Process Repository\...\TIBCO Nimbus 9\Process Repository\Temp...\TIBCO Nimbus 9\Web Server\Reload Any document folders that are linked to on other servers. Platform considerations There are a number of aspects that should be considered with respect to the server that is hosting the Web Server. Font Support Any fonts that are going to be used must be installed on the server. Language Settings The language of the server needs to be the same as the core language that is used in the Web Server. Contact TIBCO Nimbus Support for more information. TIBCO Nimbus 9

18 18 Color Depth The color depth and graphics settings must support the generation of the images used by TIBCO Nimbus 9. It is recommended that the color depth is set to 32-bit. Installing the Web Server on a different machine to the Process Repository Although it is assumed that the Web Server and File Server roles are combined on the same server in simple deployments, this is not always the case for more complex deployments. Where multiple servers are required in the web tier (e.g. for capacity or redundancy reasons) the Web Server(s) should be separated from the File Server. In this case certain additional considerations apply. (Recommended) If a domain exists, both machines must be in the same domain, or if they are in different domains they must have an established trust relationship. If a domain does not exist, both machines should be in the same workgroup. To make this work, identical accounts with identical passwords must be assigned to both machines. The Anonymous Access and Authentication user must be changed from the site default to a domain account that has access rights to the Process Repository. Installing multiple instances of the Web Server running from the same Program Folder Issues may arise if multiple instances of the TIBCO Nimbus 9 Web Server are running from the same program folder. For example, when using multiple virtual directories for the same ISAPI dll, or when using a single installation for both the Classic and remoted Web Server interfaces. Issues include the ISAPI and Web Server log files only being accessed by one process at a time, and the restart.js and appinfo.js scripts not working for both processes. These issues can be resolved by having several installations of the Web Server (in different program folders) sharing the same Process Repository. Installing the Web Server in a SharePoint Farm TIBCO Nimbus 9 can be run within a SharePoint farm under the following conditions: Remoting is required. The web.config changes (required for remoting) must be applied on every SharePoint Front-end Web Server. See the Administration Guide for more information. The NimbusControl.wsp only needs to be deployed on the machine in which the SharePoint Central Administration site is installed, i.e., it is not necessary to manually deploy the file on every machine within the farm. Changes to IIS Configuration The Web Server installation requires two changes to the IIS configuration. It is important to be aware of these changes since these may affect other applications running in the same IIS environment. WebDAV WebDAV is automatically disabled as part of the installation process. This is required for certain versions of Microsoft Office in order to interact with IIS. If WebDAV is required by other applications and there is a version conflict with Microsoft Office, for example a SharePoint Portal Server or Exchange Server, then the TIBCO Nimbus 9 Web Server will need to be installed on another machine that is running IIS. Front Page Server extensions If the Front Page Server extensions are enabled then they should be manually disabled. If the server extensions are required on the site then you can create a new site specific for the TIBCO Nimbus 9 installation. To remove server extensions, right-click the TIBCO Nimbus 9 virtual directory (under the Web TIBCO Nimbus 9

19 19 site that it was installed into) and choose All Tasks >> Remove Server Extensions. Excel on the Server In order for the measures and scorecards to be displayed through the web browser interface, a copy of Excel needs to be available on the same machine to the Office Integration Server. This can be on the same machine as the Web Server or on a different machine. Excel 2002 onwards is required to support scorecard capabilities; earlier versions of Excel will result in an error message being displayed in the Scorecard window. The service needs to be run as a known user and this account must have launched Excel on the machine once before the service is used. Ports TIBCO Nimbus 9 uses standard ports, including: HTTP, ports 80, 8080, etc. HTTPS, port 443 should be used. Windows Server 2003 R2 Considerations If TIBCO Nimbus 9 is to be hosted on a Windows Server 2003 R2 platform, there are a number of specific issues that need to be considered. Whilst Windows Server 2003 R2 is superficially similar to Windows 2000 Server, there are differences that can cause problems when installing and configuring the software. Before installing on Windows Server 2003 R2, a good knowledge of the operating system, especially with regards to IIS 6.0, is required. The remainder of this section is designed to provide an overview of the areas where the changes are most likely to impact. The changes affect a number of areas, including: Folder Access Rights, which are different by default The IIS structure, which is radically different The Default IIS accounts, which are different and therefore require DCOM configuration Windows Integrated Authentication - (Single Sign On - SSO) Issues Folder Security By default, in Windows Server 2003 R2 the security rights given to a folder for Users is 'Read'. This is a change from Windows 2000 Server. Any TIBCO Nimbus 9 Client application connecting to the Process Repository other than from the account it was installed by will fail. The security rights on the Process Repository need to be changed to include 'Delete' and 'Write'. IIS and ISAPI Extensions By default, IIS and ISAPI extensions are not installed by default. These must be installed before installing the Web Server. Application Pools With Windows Server 2003 R2 the overall structure and the way IIS6.0 manages its virtual directories is significantly different. With IIS 6.0 there is now the concept of application pools. The concept of different isolation modes (low, medium and high) has disappeared. Each process pool in IIS 6.0 can host multiple virtual directories and each application pool has its own set of properties. TIBCO Nimbus 9

20 20 When TIBCO Nimbus 9 is installed it looks for an application pool called 'TIBCO Nimbus Pool'. If this does not exist then one is created. The TIBCO Nimbus virtual directory is created in the same way but is assigned to the new application pool. DCOM Configuration In Windows Server 2003 R2, DCOM must be configured to allow Network Service, or a replacement account, to have default access and launch rights. See Installing the Web Server in the Administration Guide for more information. Windows Integrated Authentication (WIA) - Single Sign On (SSO) The changes to support WIA are relevant to all server platforms but are detailed here as they need to be implemented to support WIA and will affect Server 2003 implementations. For Windows Server 2003 R2 the Application Pool identity must have a Server Principle Name (SPNs are unique identifiers for services running on servers) defined for SSO to function successfully. This can be achieved in two ways: Ensure the Application Pool identity is set to the default of the Network Service account. If the Application Pool is set to run under the TIBCO Nimbus service account then establish an SPN using the setspn.exe tool. Microsoft's Knowledge Base holds all the information you will need to use this tool. Windows Server 2003 R2 64-bit The Web application can only run in 32-bit, therefore IIS6 must be configured to run in 32-bit compatibility mode. Open a command prompt and navigate to the %systemdrive\inetpub\adminscripts directory, then run the following command: cscript.exe adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 "true" Windows Server 2008 Considerations A number of configuration changes are required if TIBCO Nimbus 9 is to be hosted on a Windows Server 2008 platform. IIS Setup In Windows Server 2008, IIS is not installed by default and therefore needs to be installed. You must also install the IIS Management Console and ISAPI Extensions roles. This can be achieved through Server Manager. TIBCO Nimbus 9

21 Action Server / Business Server The Action Server runs as five separate Windows-based services, providing a basic SMTP-based server, LDAP synchronization, a lock service for backing up a process repository, Microsoft Office integration and a deletion service. The Business Intelligence Server provides the ability to send SMS text messages and notifications when defined measures are breached. Software Requirements Please refer to the Release Notes for information on software requirements. General Considerations UNC Paths For the Server components it is strongly recommended to use a UNC path to the Process Repository if the Process Repository is not on the same box as the Server component. This ensures that drive mappings do not have to be used, since drive mappings can cause a number of issues. Installing the Action Server on a different machine to the Process Repository If the Action Server is installed on a different box to the Process Repository then the services must be configured to run as a domain account that has access to the Process Repository folder. Failure to do this will result in the services failing to execute. What Ports does TIBCO Nimbus 9 use? TIBCO Nimbus 9 uses standard ports, including: For SMTP traffic, port 25. For Excel communication, i.e. the Office Integration Server, port Batch Server The Batch Server allows the management and monitoring of map promotions to be undertaken on a server. This allows users to continue working in the Author Client whilst map promotions are taking place. Data integrity is also protected as users are prevented from quitting the application before promotion operations have completed. Map promotions can be scheduled to run at specified times. It is recommended that the Batch Server is installed on a separate server to the Author Client and Web Server, since it will be running potentially large heavyweight draft promotion operations, which could impact server performance when running. However, this depends on the number of users needing to access the system and the volume of data and number of draft promotion operations expected. The Batch Server could be installed on the same server as the Action Server and ideally on the same server as the process Repository so that is has fast access to the TIBCO Nimbus 9 data (or as close to the process repository as possible for optimum performance). Note: The Batch Server must have full read/write permissions to the Process Repository. Software Requirements Please refer to the Release Notes for information on software requirements. TIBCO Nimbus 9

22 Performance Monitor Plug-in The Windows Server Performance Monitor Plug-in provides system administrators with the ability to monitor the internal behaviour of the Web Server and allows all of the normal capabilities of Performance Monitor to be used. Software Requirements Please refer to the Release Notes for information on software requirements. TIBCO Nimbus 9

23 Chapter 4 Integration TIBCO Nimbus 9

24 24 Integration TIBCO Nimbus 9 can integrate with a number of third-party applications. More information and instructions on integrating with these products can be found in the Administration Guide. SAP BW and SAP NetWeaver BI TIBCO Nimbus 9 can be integrated with SAP BW and SAP NetWeaver BI. This integration provides the ability for SAP links to be created in diagrams, allowing users to launch SAP transactions in either the SAP GUI or SAP web-based environment from within TIBCO Nimbus 9. It also allows SAP-based metric data and scorecards to be retrieved from a SAP system via SQL queries, which can be displayed on relevant diagrams. Links to SAP reports from metric links can also be made accessible to users. Data retrieval from SAP BW and SAP NetWeaver BI can be automatically scheduled using the TIBCO Nimbus 9 SAP BW Update utility. Cognos Metrics Manager Metric data can be retrieved from Cognos Metrics Manager and made available to users via metric links on diagrams. Data retrieval from Cognos Metrics Manager can be automatically scheduled using the TIBCO Nimbus 9 Cognos Update utility. Salesforce.com Salesforce.com scorecards can be registered in TIBCO Nimbus 9 and made available to users. Oracle Oracle Dashboards can be registered as scorecards in TIBCO Nimbus 9 and made available to users. Generic Portals TIBCO Nimbus provides a number of specific Web Parts, allowing processes, documents, measures, storyboards, scorecards, notes, to-dos, workflows, favorites, recently viewed, my searches, my roles, maps, transactions, reports and actions to be incorporated into generic portals. TIBCO Nimbus 9

25 25 SAP Solution Manager Data can be transferred between SAP Solution Manager and TIBCO Nimbus 9 via statement set functionality. Data is transferred between SAP Solution Manager and TIBCO Nimbus 9 via an XML file. This allows statement sets to be created and updated in TIBCO Nimbus 9. After attaching the relevant SAP-based statements to activities, the statement set data can then be imported back into SAP Solution Manager. Associated diagram links can be added to the Project Documentation tab, the General Documentation tab, or both tabs in SAP Solution Manager. Where organizational unit information is present in the XML output from SAP Solution Manager, an additional statement set can be created that includes user names and this will be linked to the SAP Solution Manager-type statement set nodes during import. Statement sets derived from SAP Solution Manager can be updated with information on SAP transaction usage by users. This information is captured from a third-party SAP profiling service and used to supplement an existing SAP Solution Manager statement set. Profiling involves analyzing the SAP system audit trail data and generating reports based on customers' needs. Once a data file is generated it can be imported into TIBCO Nimbus 9 as a statement set. A number of SAP-based reports are available in TIBCO Nimbus 9 which highlight the SAP systems and transactions that are based on business processes and which are not. You can also identify which areas of the business processes are not covered by any installed SAP systems and transactions. BPM-Xchange Data from third-party applications exported to BPM-Xchange (via XML) can be imported into TIBCO Nimbus 9 as statement set data. Associated properties will be imported as data table fields and connections will be imported as statement links. OpenText Document Management A web service is available via the TIBCO Nimbus 9 Web Server that allows documents stored in OpenText Document Management to be formally acknowledged through the TIBCO Nimbus 9 Document Registry. This feature is supported in OpenText Document Management v9.7.1 onwards. tibbr TIBCO Nimbus 9 can be integrated with the social networking tool tibbr (available from TIBCO). Integrating tibbr with TIBCO Nimbus 9 allows authors to create tibbr subjects based on storyboard titles and keywords. Web users will have access to their tibbr Wall on their Home page and users can search for tibbr discussions. TIBCO Nimbus 9

26 Chapter 5 Deployment TIBCO Nimbus 9

27 27 Deployment 5.1 Simple Deployment Physically, the TIBCO Nimbus 9 components can be installed on a single server, or distributed across a network. When deploying the TIBCO Nimbus 9 suite the following guidelines should be considered to ensure that performance is maintained: The Process Repository should be hosted on the same box as the Web Server, or there should be a high performance network connection between boxes. The image cache should remain enabled (this is enabled by default). This will allow the Web Server to deliver optimum performance as the generation of diagrams is a CPU-intensive operation. The desktop clients should have good network access to the Process Repository. If a LAN is heavily loaded it will result in some operations taking a long time to complete, and this can lead to data integrity issues. In this case TIBCO Nimbus recommends that a server-based solution using Terminal Services technology, such as Citrix, is used (see below). The Web Server should be hosted on a dedicated box, since during peak loading times it's likely to become a strain on system resources and will either be restricted by other applications or restrict the operation of other applications. The Action Server can be run on any Server, since it does not require significant resources. However, in a simple deployment it is recommended to install the Action Server on the same box as the Web Server. TIBCO Nimbus 9

28 Complex Deployment The TIBCO Nimbus 9 suite is a solution designed to support organizations of significant size, as well as smaller organizations. The application is designed to be scaled by using the range of technologies provided as part of the Microsoft operating system environment. The diagram below represents the architecture designed to support a very large deployment of global organizations. It is based on two technologies, Network Load Balancing, which enables large quantities of computing power to be deployed, and Terminal Services, which allows remote access to the Author Client application. Virtualization TIBCO Nimbus supports virtualization of TIBCO Nimbus 9. Virtualization essentially allows one physical computer to do the job of multiple computers by sharing resources of a single computer across multiple environments. TIBCO Nimbus 9 can be hosted on a virtual server, providing access to both local and remote users, thereby freeing an organization from physical and geographical limitations. TIBCO Nimbus 9 supports the use of Microsoft Hyper-V, VMware vsphere and VMware vmotion. TIBCO Nimbus 9

29 29 WAN Deployment For Author Client access across a Wide Area Network, a Terminal Services or other virtual desktop solution should be used, as described below. Terminal Services Installing the TIBCO Nimbus 9 Desktop Client in a Citrix or Windows Terminal Services environment is recommended due to the large amount of I/O operations to the Process Repository. This prevents possible data integrity issues arising when users prematurely terminate the Client executable on their PCs in the middle of an operation, such as during a promotion operation. This applies in a WAN environment but it is also important in a LAN environment where premature termination of the Client executable on a user's PC is more likely. Terminal services allows the Desktop Client to be run on a server box, with the Desktop Client connecting to the server and acting as a thin terminal, thereby providing an excellent solution to deploying the Desktop Client to users globally. Windows Terminal (Remote Desktop) Services With the Advanced Terminal Server Client (Remote Desktop Web Access) it is possible for users to connect to the terminal server box through a browser installation. However, Citrix is the preferred solution due to less bandwidth utilization. Citrix Metaframe Citrix Metaframe is a technology that extends the Terminal Server capabilities. It utilizes a different protocol called ICA, which is more efficient than the RDP protocol used by straight terminal services. In addition, it provides support for a range of additional capabilities for providing server-enabled desktop applications. Citrix Metaframe is the preferred approach, recommended by TIBCO Nimbus, when Desktop Client access is required across a WAN, or there are performance issues arising through a LAN environment. For the greatest user experience, it is recommended to run Citrix in Full Desktop Mode. The following versions of Citrix Metaframe are available in the market: Citrix Metaframe 1.8 Citrix Metaframe XP Citrix Presentation Server 4.5 Citrix XenApp 5.0 TIBCO Nimbus 9 will function with all four, however there is a known issue with Citrix Metaframe 1.8 in Seamless Published Application mode in that dialog windows can disappear, resulting in the application appearing to hang. In Published Desktop mode this problem does not appear, therefore this is the recommended mode. Please note that Citrix Metaframe 1.8 is not supported by TIBCO Nimbus Support. Please refer to the Citrix home page for more information on Citrix technology. TIBCO Nimbus 9

30 Chapter 6 Appendix TIBCO Nimbus 9

31 31 Appendix 6.1 Sizing Requirements Author Client Sizing Requirements If authors are going to access a Process Repository remotely, Remote Desktop technology is required. In this situation a server architecture is required to support the processing requirements. Windows Terminal Services or Citrix Metaframe can be run in conjunction with the Web Server, however in many cases separate servers are desirable. When considering hardware sizing, a number of assumptions have to be made: At any point 20% of the registered authors will be actively connected. 50MHz of processor power is required per connected user plus 1GHz for the server overhead. 50MB of RAM is required per connected user for TIBCO Nimbus 9 Desktop Client plus a global 256MB to allow for infrequent but memory intensive operations such as generating very large reports. 25MB of RAM is required for other application and system overhead per connected user. This will vary depending on the other software installed on the server. 512MB per server for the operating system and other software overhead such Windows Terminal Services, Citrix and anti-virus software. This will vary depending on the operating system version and other software installed on the server. The assumptions here can vary wildly. In particular, the percentage of authors accessing the client across the internet using terminal services could be much higher depending upon the characteristics of the organization or project at any one time. A range of user sizes and hardware sizing requirements is shown below: Users (Authors) Connected (20%) Processor Minimum Server Memory Ghz 1.25GB GHz 1.5GB GHz 2.25GB GHz 3.75GB GHz 8.25GB 1, GHz 15.75GB In practice, a 100 active author installation, where 20 are connected and active at any one time, could be hosted on a single dual processor server with between 2GB & 3GB of RAM provided it had similar per user and overall system overhead as per the assumptions above. An installation supporting 200 active authors could be hosted on a 4-way server box, or across several boxes with Load Balancing capabilities. TIBCO Nimbus 9

32 32 Web Server Sizing Requirements When considering the hardware sizing requirements for the Web Server, these values apply both to the standard Web Server installation and one that is deployed through a SharePoint integration. In order to determine the hardware sizing requirements for the Web Server, a number of assumptions have been made: At any point 5% of the registered users will be actively connected. A user will request 2 pages per minute. 10% of page requests are for non-cached diagram pages that take 500mS of 1GHz of processor power. 60% of page requests are for cached diagram pages that take 250mS of 1GHz processor power. 30% of page requests are for other pages that take on average 200mS of 1GHz processor power. 4MB of memory per connected user (up to 50 user threads) and 500MB cache 512MB per server for the operating system and other software overhead such as anti-virus software. This will vary depending on the operating system version and other software installed on the server. These assumptions, especially the processor usage, will vary considerably depending on how TIBCO Nimbus 9 is being used. At peak load times it is possible that the demand will exceed these numbers. The average page takes approximately 300mS of processor time. With 30 seconds between requests this means that 50 connected users can be supported per 1GHz of processor power. A range of user sizes are shown below: Users Connected (5%) Processor Minimum Server Memory GHz 2GB GHz 3GB/Box GHz 3GB/Box GHz 4GB/Box GHz 4GB/Box GHz 4GB/Box In practice, a 5,000 user site would be able to host the TIBCO Nimbus 9 Web Server on a single dual processor server with the Process Repository on the same server with 3GB of RAM. In the case of a 50,000 user site the infrastructure would require a significant Network Load Balanced Infrastructure. See the TIBCO Nimbus 9 Technical Architecture document for more information. SharePoint Integration The hardware sizing values for the standard Web Server installation, as stated above, should be added to any standard SharePoint hardware sizing requirements. TIBCO Nimbus 9

33 33 Windows SharePoint Services 3.0 For hardware performance planning in Windows SharePoint Services 3.0, please refer to Microsoft's site Estimating performance and capacity planning (Windows SharePoint Services 3.0). SharePoint Server 2007 For hardware performance planning in SharePoint Server 2007, please refer to Microsoft's site - Estimating performance and capacity requirements (SharePoint Server 2007). SharePoint Foundation 2010 For hardware performance planning in SharePoint Foundation 2010, please refer to Microsoft's site Performance and capacity test results and recommendations (SharePoint Foundation 2010). SharePoint Server 2010 For hardware performance planning in SharePoint Server 2010, please refer to Microsoft's site - Performance and capacity management (SharePoint Server 2010). 6.2 Hardware Requirements Author Client Hardware Requirements The hardware requirements for the TIBCO Nimbus 9 Desktop Client are as follows: Hardware Minimum Recommended Requirements Processor Pentium III compatible, 1GHz or higher Memory (RAM) Minimum memory requirement for the operating system plus an additional 1.5GB Disk Space 120MB Graphics 1024 x 768 with 32 bit color depth LAN Requirements In order to support TIBCO Nimbus 9 authors and users exclusively using the Client over a LAN, the requirement is a server with a suitable amount of disk space and a stable, low-latency connection to all users. An unstable or excessively high network latency connection should not be used as it can cause significant issues, including poor performance and data corruption. The bandwidth requirements are not high except at start-up (if the executable is stored centrally and must be loaded across the network). If a problem arises with accessing the executable over the network, i.e. a significant reduction in speed, the executable may be stored locally for each user. WAN Requirements The TIBCO Nimbus 9 Client is not supported for use across a WAN infrastructure. For Client use across a WAN, a Terminal Services or other virtual desktop solution (e.g. Citrix) should be used. Please Note: iscsi is not supported over TCP/IP. TIBCO Nimbus 9