PegaRULES Process Commmander Installation Guide

PegaRULES Process Commmander Installation Guide Version: 7.1.3 Database: DB2-LUW Application Server: WebLogic

Copyright 2013 Pegasystems Inc., Cambridge, MA All rights reserved. This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This document is current as of the date of publication only. Changes in the document may be made from time to time at the discretion of Pegasystems. This document remains the property of Pegasystems and must be returned to it upon request. This document does not imply any commitment to offer or deliver the products or services described. This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant. For Pegasystems trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. One Rogers Street Cambridge, MA 02142-1209 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com Document: PegaRULES Process Commmander Installation Guide Software Version: 7.1.3 Updated: Monday, December 09, 2013

Contents About This Guide 3 Intended Audience 3 Documentation Resources 3 Platform Support Guide 3 Installation, Upgrade and Deployment Documentation 3 Installation Overview 4 Planning Your Install 4 Product mode 5 Automatic or manual DDL application 5 Split Schema 5 Optional database user for schema changes 5 Installation Prerequisites 6 PRPC Architecture 7 Database Server Setup 8 Database Prerequisites 8 About DB2 Database Users 8 Database Preparation 8 Create an Empty Database 10 Create User Accounts 12 Create a Database Schema 13 Installing the Rulebase 17 Rulebase Prerequisites 17 System Requirements 17 Running the Installation and Upgrade Assistant 18 Running the Command Line Script 25 Completing the Rulebase Installation 26 Application Server Setup 28 Application Server Prerequisites 28 Application Server Preparation 28 Set the JVM Memory Parameters 28 Edit the setdomainenv Script or Batch file 28 Set an Explicit Temporary Directory 29 PegaRULES Process Commmander Installation Guide 1

Enable AWT to support PRPC Graphical Reports 29 Put the JDBC Driver in the WebLogic Classpath 30 Configure the Application Server 30 Enable DNS Lookup 31 Create JDBC Resources 33 Configure JMS 40 Create a JMS Module 43 Create a Connection Factory and Subdeployment 46 Create a Topic and Subdeployment 49 Deploying the PRPC Application Archives 52 Deploy the PRPC EAR file, prpc_j2ee14.ear 52 Deploy the PRPC WAR file, prweb.war 59 Deploying the prsystmgmt.war and prhelp.war applications 65 Configure Split-Schema 65 Assign the PegaDiagnosticUser Role 66 Login to PRPC 67 Post Deployment Configuration 68 Enable Help and System Management Applications 68 Configure Directed Web Access 68 Configure Search Index Host Node Settings 69 Change the Administrator Password 69 Install Solution Frameworks 69 PegaRULES Process Commmander Installation Guide 2

About This Guide This guide describes how to install a new instance of PegaRULES Process Commander (PRPC) 7.1.3 on a DB2-LUW 10.1 database and a WebLogic 12c application server. It does not describe how to perform an upgrade to an existing PRPC instance. That information is in the PRPC 7.1 Upgrade Guide. Intended Audience This guide is intended for anyone involved in the planning and installation of PRPC 7.1.3 including resources that manage and administer your DB2-LUW database and WebLogic application server. Documentation Resources A variety of documentation and online resources are available to help you with your installation and deployment process. The Pega Discovery Network (PDN) is Pegasystems' online documentation and information site. It is the central depository for the review and download of updates to this guide and other installation and deployment documentation. To access the latest installation and deployment information, navigate to https://pdn.pega.com/resources/deployment-guides. Platform Support Guide Included with your distribution media and published on the PDN, the Platform Support Guide lists the databases and application servers supported for the 7.1.3 release. It is important that you review this document before installing PRPC to verify that you are installing on supported versions of your database and application server. To access the latest Platform Support Guide, click the Resources tab on the PDN and click the link under PRPC Deployment. Installation, Upgrade and Deployment Documentation 7.1.3 release notes, deployment information and the latest versions of the installation and upgrade guides are available for review and download from the PDN. PegaRULES Process Commmander Installation Guide 3

Installation Overview Installing PPRC 7.1 is a multi-step process that involves configuring your database and application server, loading rules into the database, and then deploying application archives to the application server. Prior to installing PRPC: See the Platform Support Guide for a list of supported versions. Review the Planning Your Install topic in this section. This is particularly important when planning for enterprise-scale systems with multiple nodes and/or environments. This install guide is organized to expedite the installation process. It can be summarized in the following install steps that are typically performed in sequence. 1. Configure the database 2. Load the rulebase 3. Configure the application server 4. Deploy PRPC archives 5. Configure PRPC Some organizations follow specific governance procedures for the allocation and use of IT infrastructure, including databases and application servers. If your organization has special teams for managing databases and application servers, these resources should be engaged as early in the planning process as possible. PRPC supports different deployment topologies and configuration options which impact how the supporting infrastructure is configured and managed going forward. Your PRPC distribution package contains a significant number of rules which are loaded into the database using one of two methods: Installation and Upgrade Assistant (IUA) The IUA is a graphical installer tool that guides you through the installation process. It is a Java swing application that can be run on both Windows and Unix systems. This tool requires Java 6 or 7. Command Line Scripts are provided for both Windows and Unix that allow installation on headless (non-ui) environments and/or environments that require a scripted, repeatable process for installation. This tool requires Java 6 or 7. Both installation methods use a batch process to load the rulebase. Due to the magnitude of rules and other data objects which must be loaded, Pegasystems strongly encourages you to run the installer on the same machine as the database server. If this is not possible, run the installer on a machine with fast direct access to the database server. Do not attempt to run the installer on a virtual private network (VPN) or a multi-hop wide area network (WAN). Planning Your Install PRPC 7.1 supports a new runtime mode and a variety of deployment topologies that can impact the choices you make at different stages of the installation process. Before installing PRPC, consider the following: PegaRULES Process Commmander Installation Guide 4

Product mode PRPC 7.1 introduces support for a new runtime mode Multitenancy. The Multitenancy mode has different installation requirements, different runtime behaviors and different administrative procedures. This mode should not be selected without reviewing the Multitenancy Administration Guide which discusses this mode in detail. It is included in your distribution package and available on the PDN. Automatic or manual DDL application The installer is designed to automatically render and apply schema Data Definition Language (DDL) to your database. Optionally, DDL may be manually rendered via a command-line script and then applied using native or 3rd party tools. If you intend to manually apply the DDL, do this prior to running the installer. Split Schema In 7.1, PRPC supports a split schema database configuration. In a split configuration, Rules and Data (including Work) are maintained in two schema. This configuration is required when using Pega 7's High Availability features and is generally recommended for organizations requiring minimal downtime when upgrading PRPC. Optional database user for schema changes PRPC supports the use of an optional database account that is preferentially used by specific PRPC features that modify the schema structure. This configuration provides greater auditability and control of schema changes, but requires: the configuration of an additional database user account the configuration of a dedicated connection pool in the application server The use of a second database user is supported for both single and split-schema configurations. PegaRULES Process Commmander Installation Guide 5

Installation Prerequisites The prerequisites for installing PRPC are: Application Server WebLogic Application Server. See the Platform Support Guide for a list of supported versions. A minimum of 2 GB memory PRPC web applications require a minimum of 2GB of memory to operate, although your particular memory requirements may be higher depending on the number of users and your specific configuration A minimum of 200 MB of disk space Make sure that you allocate enough storage to accommodate debugging and other logging requirements. In general, ensure that your logging configuration is such that logs are not written to the same directory as the application server runtime components. Database Server DB2-LUW relational database. See the Platform Support Guide for a list of supported versions. A minimum of 5 GB storage The data schema that contains the PRPC work objects should be allowed to grow to accommodate the page of work creation. Database and application server time zone and character encoding Configure your database server and app server to use the same time zone and character encoding to avoid conflicts. PegaRULES Process Commmander Installation Guide 6

PRPC Architecture PRPC is a Java EE-compliant enterprise application that requires two main subsystems for its operation an application server and a database server. The application server hosts PRPC s application archives and also provides interconnectivity to other systems through various protocols. The database server stores the rules, data and work objects used and generated by PRPC. Application users and developers typically access PRPC through a web browser. Applications may also expose HTTP-based services (e.g. SOAP, REST or HTTP) for purposes of administration or process automation in a headless environment. PegaRULES Process Commmander Installation Guide 7

Database Server Setup This section lists the database prerequisites and describes how to create user accounts, the database and database schema for your PRPC install. Database Prerequisites Before you configure your database, see the Platform Support Guide for a list of supported versions for your database. DB2-LUW server is installed and running. An Instance Name has been defined. Java is enabled in the database. Operating System-level users are defined with the appropriate authorizations. See the topic About DB2 Database users below. About DB2 Database Users All users must also exist at the Operating System level. Before you actively configure DB2-LUW, make sure the appropriate OS-level users and authorizations are defined. A typical DB2-LUW development instance usually involves creating two users at the Operating Systemlevel: Instance owner this user allows the creation of databases, schema, and database users. This user must have Administrative privilege on the operating system e.g., in Windows this user is a member of the Administrators Group. PRPC runtime user this user is specified during the configuration of the JDBC data source on the application server, and is used to perform database operations on behalf of PRPC. This user (or users) must not have Administrator privileges on the operating system e.g. do not associate the runtime user with Administrators Group; otherwise, DB2 will report an error. Note that you can have one or two users at runtime see the topic Base vs. Admin User in the Database Preparation topic for more information. Make sure you have configured at least the two Operating System users before attempting to configure database users in the next section. Database Preparation The database configuration process depends on three primary considerations. 1. Single vs. Split Schema 2. Base vs. Admin User 3. DDL application Single vs. Split Schema It is possible to configure PRPC 7.1 to access two schemas. PegaRULES Process Commmander Installation Guide 8

a Rules schema, which contains the PRPC rulebase a Data schema, which contains both Data and Work instances When possible, Pegasystems recommends the use of a split configuration particularly in critical software development life-cycle (SDLC) environments such as QA, STAGE and PROD. A split-schema configuration is required to support PRPC s High Availability features, namely rolling upgrade. Base vs. Admin User PRPC minimally requires one Base database user account which is used by the installer to load the rulebase and also by the application server for normal runtime operation. If possible, it is best to use a single database account. However, PRPC is designed to accommodate an additional Admin user account which is preferentially used by certain PRPC features which modify the database schema. To configure PRPC to use an Admin account, you create the account in the database with the appropriate permissions, then configure a second JDBC data source in the application server using the new database account. With a Base + Admin user configuration, the Admin user is granted full privileges, while the Base user is granted a smaller subset. For most runtime operations, PRPC will use the Base data source and user. If one of the features below is used, PRPC will choose the Admin data source and user. The following features are preferentially accessed by the Admin account if two database accounts are configured. Schema Change Tracking tool System > Database > Schema Change Tracking Optimize Schema tool System > Database > Optimize Schema Modify Schema wizard System > Database > Modify Schema Import wizard Application > Distribution > Import Property optimization See the PDN article How to expose a property as a database column with the Property Optimization tool Creating any new Circumstance Definition rule or defining a single circumstance on a rule. The extended permissions are needed to support reporting on circumstanced properties. See the PDN article How to create a rule with multiple circumstance properties. DDL Generation The PRPC 7.1 installer is designed to automatically generate and apply the DDL. The DDL must be in place before the installer can load the Rulebase. If you prefer to inspect and/or manually apply the DDL, you can use the packaged generateddl script to create the DDL. This tool automatically renders the DDL and writes the output to a file. You can then view and edit the file or directly apply it using any number of native or 3rd party database management tools. PegaRULES Process Commmander Installation Guide 9

These instructions describe how to run the tool. 1. From a command prompt, navigate to the scripts folder of your PRPC distribution. 2. Type generateddl.bat or generateddl.sh to view script usage and options. Example 1: Generating DDL for a single schema configuration >generateddl.bat --action install --dbtype udb --dbschema Rules Example 2: Generating DDL for a split-schema configuration >generateddl.bat --action install --dbtype udb --dbschema Rules --dbdataschema Data The script writes the output to the following directory: <PRPC_HOME>\schema\generated\udb This directory is deleted and recreated each time the generateddl script is executed. If you want to save a copy of the DDL, rename the directory prior to running the tool. To prepare your DB2-LUW database server for use with 7.1, complete the following steps. Create an empty database Create database user accounts Create the database schema Create an Empty Database 1. Launch the IBM Studio. 2. Right-click the database instance and select New Database... The Specify instance details screen displays. PegaRULES Process Commmander Installation Guide 10

Enter the user credentials to connect to the instance. The user must be first defined at the Operating System level and have Administrator privileges e.g. in Windows, associate this user with the Administrators group. 3. Click Finish. The Settings form Details tab displays. Enter the following values: PegaRULES Process Commmander Installation Guide 11

Database name = <DBname> Default buffer pool and table space page size = 32KB Complete the Storage and Locale tabs with values appropriate for your environment. By default, DB2 automatically manages storage and tablespace settings, expanding the size when necessary. The default settings on these tabs are sufficient for most development environments and can be accepted as-is. If you want to use custom settings, configure a minimum of 5 GB in the User Table Space tab. 4. Click Run when you complete entry of your database information. Create User Accounts Use the Data Studio to create the database user accounts. Before attempting to create the accounts, make sure they have been defined at the Operating System level. See the About DB2 Database Users section for more information. 1. In the Administration Explorer, expand the newly created database and the section named Users and Groups. 2. Right click Users and select Add and Manage User. PegaRULES Process Commmander Installation Guide 12

In the General tab, enter the Name of the database user. This user (or users) must not have Administrator privileges on the operating system. This means that if associate the runtime user with the administrators Group, otherwise DB2 will report an error. 3. Select the Privileges tab. Select DBADM. Keep the remaining default values. 4. Execute the Change Plan. Repeat these steps if you are planning to use a dual Base and Admin user configuration. Create a Database Schema Use the Data Studio to create the required schema objects. You create either one or two schema depending on whether you are using a single or split schema configuration. PegaRULES Process Commmander Installation Guide 13

1. In the Administration Explorer, expand the database object. 2. Right-click Schemas and select Create Schema. In the General tab, enter the Name of the schema. PegaRULES Process Commmander Installation Guide 14

In PRPC 7.1, all table queries are schema-qualified. While the schema name itself is arbitrary, Pegasystems recommends choosing small names that are meaningful to your configuration. For example: in a split schema configuration, it is recommended that you name the two schema Data and Rules. 3. Select the Privileges tab. Configure the privileges for your database user. In this example, the PRPC user is granted full permission to the Rules schema. Accept the remaining defaults. 4. Execute the Change Plan. PegaRULES Process Commmander Installation Guide 15

Repeat these steps if you are planning to use a split schema configuration to create a second schema. PegaRULES Process Commmander Installation Guide 16

Installing the Rulebase This section describes how to install and load the PRPC rulebase. The PRPC Rulebase can be loaded using either of the following methods. Installation and Upgrade Assistant (IUA) uses a Java-based UI guided tool that sets up the PRPC Rulebase schema in the database and loads PRPC rules Command-line script A command-line script is provided for both Unix and Windows platforms and is suitable for automating the installation process of installing PRPC in headless environments Rulebase Prerequisites Prior to running the installer either the IUA or the command-line version confirm you meet the following prerequisites: Database users and roles are defined with the proper privileges A new database is defined with sufficient capacity Database schemas are defined For a single schema configuration, you should have one schema for both rules and data objects For a split schema configuration, you should have separate schema for rules and data objects System Requirements Because of the large volume of data loaded by the Installation and Upgrade Assistant (IUA), you should run the installer or command-line install scripts on the same machine as the database server. If this is not possible, run the tool on a system with fast, direct access to the database server. The minimum systems requirements are: Windows or Linux operating system 1.25GB of memory 6GB of disk space Java Platform, Standard Edition Development Kit (JDK) The installer creates a series of log files in <PRPC_HOME>\scripts\logs. If you encounter a problem while running the installer, copy the logs to a safe location before re-running the installer. The IUA recreates this directory each time the installer is run. The <PRPC_HOME>\.checksum directory provides an MD5 checksum for each the file in the distribution. To verify that the distribution has been downloaded correctly, you can calculate a checksum using the Jacksum tool www.jonelo.de/java/jacksum/. For example: if your PRPC distribution was unzipped to <PRPC_HOME>: java -jar jacksum.jar -m -a md5 -r -p -O outputfile.md5 <PRPC_HOME> PegaRULES Process Commmander Installation Guide 17

Compare outputfile.md5 to the md5 file located in <PRPC_HOME>\.checksum. The checksum values should be identical. Running the Installation and Upgrade Assistant This section describes how to run the Installation and Upgrade Assistant (IUA) to install the rulebase. Before running the IUA, make sure you have met the database and system prerequisites. 1. Copy the distribution file to the computer that you will use to run the IUA. Extract the contents of the ZIP file into an empty directory. If you are installing the software from the PRPC DVD included with your media distribution, copy the contents of the DVD to an empty directory. 2. Double-click the PRPC_Setup.jar file. Alternatively, right-click the PRPC_Setup.jar file and select Open With > Java. 3. The IUA loads and the install icon appears in your task bar. Throughout the install, you can click the buttons at the bottom of the screen to navigate from screen to screen, get install help or cancel the process. The recommended selection is indicated by the button with a blue background. moves to the next screen goes back to the previous screen PegaRULES Process Commmander Installation Guide 18

starts a process displays help for that screen cancels the install and exits the IUA 4. Click to display the License Agreement. Scroll to read the agreement. 5. Click to accept it and move to the Installer Mode screen. If you do not want to accept the agreement, click to exit the IUA. On the Installer Mode screen, choose Installation. If you are performing an upgrade, see the PRPC 7.1 Upgrade Guide. PegaRULES Process Commmander Installation Guide 19

6. Click to choose your Database Type. PegaRULES Process Commmander Installation Guide 20

Select your database type. 7. Click to choose the Product Edition. Select the PRPC edition you want to install. PRPC Standard Edition this option installs a new instance of PRPC 7.1. It is the default selection. PRPC Multitenancy Edition this option installs PRPC 7.1 in a specialized mode designed tosupport Software As A Service (SaaS) runtime environments. See the PRPC 7.1 Multitenancy Administration Guide on the PDN for more information. Upgrading or migrating from one edition to another is not supported. If you install one edition and later decided to use a different edition, you will need to drop and recreate the databse or create a new database. The schema DDL between the two editions are not compatible. 8. Click to set up your database connection. PegaRULES Process Commmander Installation Guide 21

Complete the fields to specify the database connection to your PRPC database. Some of the fields on this screen in particular the JDBC Driver Class Name and the Database JDBC URL are pre-populated based on the type of database you selected on the prior screen. If you edit these or any other fields on this screen and later decide to change the database type, the IUA may not populate the fields correctly. If this occurs, you can enter the correct field values as documented below or exit and re-launch the IUA, selecting the intended database type. JCBC Driver Class Name Enter the JDBC driver class name. The IUA will attempt to pre-populate this field for you as com.ibm.db2.jcc.db2driver. If the field does not populate correctly, manually enter the class name or exit and re-launch the IUA. JDBC Driver JAR File Enter the full path to the appropriate driver file for your database type and version. Click supported drivers. to browse and select the file. See the Release Notes for a list of Database JDBC URL Enter the JDBC connection URL for your PRPC database. The IUA will attempt to pre-populate this field as jdbc:db2://servername:50000/db:fullymaterializelobdata=true; fullymaterializeinputstreams=true;progressivestreaming=2; progressivelocators=2;usejdbc4columnnameandlabelsemantics=2;. If the field does not populate correctly, manually edit the field or exit and re-launch the IUA. PegaRULES Process Commmander Installation Guide 22

Database Username and Password Enter the user name and password for the PRPC user on your database. Make sure you have configured the database user you use during the installation with full read, write and administration permissions. The user must have acess to the schema for the PRPC database. In particular, the database operator used to connect to the database during the install must be explicitly granted privileges that allow them to create user defined functions. Rules Schema Name (Required) Enter the name of the Rules schema in the PRPC database. Data Schema Name (Required) Enter the name of the Data schema in the PRPC database. If you are installing into a single schema, the value for the data schema name should be configured to match the value of the Rules Schema Name. If you are installing into a split schema, those values should be different, corresponding to the schema you defined in the database. When you have completed entry of the database connection values, click. If the connection is not successful, review your connection information, correct any errors and retest. 9. If the connection is successful, click to choose how you want to apply the database schema. By default, the IUA is designed to automatically generate and apply the schema DDL to your database. If the DDL is already defined in the database, select the Bypass Automatic DDL Application option. Otherwise, leave the box unchecked. PegaRULES Process Commmander Installation Guide 23

10. Click to enter the System Name. Complete the following fields. System Name Enter a name for your PRPC system. Production Level Enter a production level. Depending on the type of installation, choose: 5 for a system that will be used in production 4 for a pre-production system 3 for a test system 2 for a development system 1 for an experimental system The Production Level affects many security features of your system. Both the System Name and Production Level can be changed through PRPC once the system is running. The System Name can be accessed from the System > Settings > System Name landing page. The Production Level can be updated from the App Explorer by typing Data-Admin-System in the search field and then selecting SysAdmin > Class > Data-Admin-System to open your system. 11. Click to begin the Rulebase Load. PegaRULES Process Commmander Installation Guide 24

Click to start the rulebase load. Installation logs automatically appear in this window. The rulebase load time can last for several hours and will vary widely based on network proximity to the database server. The log window may appear inactive when the IUA is processing larger files. When the load is complete or if there is an issues during installation, a message box appears. If there is an issue, copy the installation log from the temporary directory to a safe location before exiting the IUA. 12. Click to close the IUA. Running the Command Line Script To use the install.bat/.sh script, you configure the setupdatabase.properties file and run the script. 1. First edit the setupdatabase.properties file. You can find the setupdatabase.properties file in the scripts directory of your distribution,.e.g <PRPC_HOME>\scripts\setupDatabase.properties 2. Open a command prompt and navigate to the scripts directory. 3. Type install.bat or./install.sh to run the script. The installation of the rulebase can take several hours, depending on the proximity of the database to the system running the install script. PegaRULES Process Commmander Installation Guide 25

Completing the Rulebase Installation When the install process completes successfully, the install will report performance metrics for each step of the installation process. See the example below. When you see these log messages you know that you installation has successfully completed. PegaRULES Process Commmander Installation Guide 26

PegaRULES Process Commmander Installation Guide 27

Application Server Setup This section describes how to configure your WebLogic Application Server for use with PRPC 7.1.3. Prerequisites Preparation Configuration Deploying PRPC Archives Application Server Prerequisites Before you start to set up your application server, confirm that the following prerequisites have been met. You have installed a supported JDK. See the Platform Support Guide for a list of supported versions. Confirm or set a JAVA_HOME environment variable that points to the directory where the Java JDK is installed. You have installed a supported version of the WebLogic application server. See the Platform Support Guide for a list of supported versions. You have created your WebLogic domain. Application Server Preparation Complete the following procedures to set configuration properties in the WebLogic environment that are required by PRPC. These procedures describe a typical method for setting configuration properties in a basic WebLogic installation by modifying the setdomainenv file. More complex WebLogic installations may use different startup scripts. If you are unsure about your environment, review this section with your WebLogic administrator to determine the appropriate script in which to enter these options so they are read during startup. Set the JVM Memory Parameters Edit the setdomainenv file to increase the amount of system memory allocated to the application server running PRPC. The following minimums are recommended. Minimum Heap Size (-Xms): 2048MB Maximum Heap Size (-Xmx): 4096MB If your application server is using the Sun JVM as recommended, also add the PermSize and MaxPermSize settings. PermSize (-XX:PermSize): at least 64MB MaxPermSize (-XX:MaxPermSize): at least 384MB. Edit the setdomainenv Script or Batch file Edit the files as follows: PegaRULES Process Commmander Installation Guide 28

1. Open the setdomainenv file, setdomainenv.cmd for Windows or setdomainenv.sh for UNIX platforms, in a text editor. These scripts are located in the bin directory of your WebLogic domain. <app-server-install-root>/user_projects/domains/domain-name/bin Example: C:\Oracle\Middleware\user_projects\domains\pega\bin 2. Find the setting for USER_MEM_ARGS: @REM IF USER_MEM_ARGS the environment variable is set, use it to override ALL MEM_ARGS values if NOT "%USER_MEM_ARGS%"=="" ( set MEM_ARGS=%USER_MEM_ARGS% ) 3. Before the override setting, add the line set USER_MEM_ARGS= to specify the memory settings as follows: set USER_MEM_ARGS=-Xms2048m Xmx4096m -XX:PermSize=64m - XX:MaxPermSize=384m For example: @REM IF USER_MEM_ARGS the environment variable is set, use it to override ALL MEM_ARGS values set USER_MEM_ARGS=-Xms2048m Xmx4096m -XX:PermSize=64m - XX:MaxPermSize=384m if NOT "%USER_MEM_ARGS%"=="" ( set MEM_ARGS=%USER_MEM_ARGS% ) 4. Save the file. Set an Explicit Temporary Directory In the SetDomainEnv file, create a JVM property to set an explicit Temporary directory for PRPC. This directory is used by PRPC to store static data during a session. It is important that it be properly specified and accessible to the Process Commander user In the setdomainenv.cmd file for Windows or the setdomainenv.sh file for UNIX platforms, add the line set EXTRA_JAVA_PROPERTIES=-Dpega.tmpdir= and specify the full path to a directory you have allocated, for example: set EXTRA_JAVA_PROPERTIES=-Dpega.tmpdir=C:\PegaTemp\pr_temp Enable AWT to support PRPC Graphical Reports Add or modify your JAVA_OPTIONS setting to include: PegaRULES Process Commmander Installation Guide 29

Djava.awt.headless=true For example, add the following line to the setdomainenv.cmd (Windows) or the setdomainenv.sh (UNIX) file: set JAVA_OPTIONS=%JAVA_OPTIONS% Djava.awt.headless=true Put the JDBC Driver in the WebLogic Classpath For PRPC to connect to the relational database, the database driver(s) must be in the WebLogic classpath. 1. In the setdomainenv.cmd (Windows) or the setdomainenv.sh (UNIX) file, add the line set EXT_PRE_CLASSPATH= and specify the path to db2jcc.jar. Using EXT_PRE_CLASSPATH ensures that the system finds and uses this JDBC driver. For example, your setting will look similar to the following: set EXT_PRE_CLASSPATH=C:\Oracle\Middleware\user_projects\domains\pega\lib\db2jcc.jar This JDBC driver is the Type 4 universal driver: db2jcc4.jar. 2. Save and close the setdomainenv file. Configure the Application Server This section and the following sections describe the steps you take in the WebLogic Administration Console to configure the server and deploy the PRPC application archives. For more information about installing and using the WebLogic Administration Console, see the Oracle WebLogic documentation at http://www.oracle.com/technetwork/middleware/weblogic/documentation/index.html 1. Start the Administration server for the PRPC domain. You can start the Administration Server by running the appropriate startweblogic script, startweblogic.cmd (Windows) or startweblogic.sh (UNIX,) in the bin directory of your domain directory, for example: Oracle\Middleware\user_projects\domains\<domain>\bin On Windows, you can also start the Administration server from a shortcut on the Start menu by selecting Oracle WebLogic > User Projects > your domain > Start Admin Server for Weblogic Domain. 2. Start the Administration Console and login with the administrative user name and password that you specified in the Configuration Wizard. You can start the Administration Console in a browser by opening the URL http://hostname:port/console where hostname is the name of the Administration Server and port is the listen port on which the Administration Server is listening for requests port 7001 is the default. PegaRULES Process Commmander Installation Guide 30

Enable DNS Lookup The PRPC Tracer requires that DNS lookup be enabled in order to display the name of the client host, rather than its IP address. To enable DNS lookup, perform the following steps. 1. In the Admin console navigate to Environment > Servers > AdminServer > Configuration > Tuning. The Tuning settings page displays. PegaRULES Process Commmander Installation Guide 31

2. On the Tuning page: If Configuration editing is not enabled, in the Change Center click Lock & Edit. Select the Reverse DNS Allowed checkbox. Click Save on the Settings page. If configuration is not enabled, in the Change Center click Activate Changes. A confirmation message displays on the AdminServer page. PegaRULES Process Commmander Installation Guide 32

Remain in the Administration Console to continue preparation of the application server. Create JDBC Resources Complete the following steps to create a JDBC Data Source and Connection Pool to allow PRPC to connect to the PRPC database. 1. In the Administration Console, under Domain Structure, select Services > Data Sources. The Summary of JDBC Data Sources page displays. If configuration editing is not enabled, in the Change Center click Lock & Edit. 2. On the Data Source page click New. Select the Generic Data Source option. The Create a New JDBC Data Source page displays. PegaRULES Process Commmander Installation Guide 33

3. Complete this page. In the Name field, enter PegaRules In JNDI Name, enter jdbc/pegarules Select DB2 as the Database Type. 4. Click Next to select the Database Driver. The JDBC Data Source Properties page displays. PegaRULES Process Commmander Installation Guide 34

From the list of available drivers, select the Database Driver suitable for your database type. If you are not sure which driver to choose, check with your database administrator. If you choose an XA driver to enable two-phase commit, you must install the prpc_j2ee14.ear file as the core PRPC application archive. If you are using XA drivers, you should also increase the maximum connections specified for the connection pool associated with the JDBC data source defined for PRPC to more than 60. See your application server documentation for instructions. 5. Click Next. A Transactions Options page displays. The options that appear depend on the type of driver you selected. 6. Unless instructed otherwise by your site database administrator, accept the defaults for the transaction options and click Next. The Connection Properties page displays. PegaRULES Process Commmander Installation Guide 35

7. Complete this page. In the Database Name field, enter the name of the PRPC database. In the Host Name field, enter the name or IP address of the database server. In the Port field, enter the port number to be used to connect to the database server. Enter the User Name and Password of the PRPC user you created for the database. 8. Click Next. The Test Database Connection page displays. PegaRULES Process Commmander Installation Guide 36

9. Confirm the values that have defaulted into the page. 10. Update the Properties text box to add the connection properties: Specify the current Schema by listing the currentschema, property specifying the DB user schema name, and the currentfunctionpath property specifying SYSIBM,SYSFUN,and the DB user schema name: currentschema=<schemaname>, currentfunctionpath=sysibm,sysfun,<schemaname> For example, if the schema name is PRPC, the connectionproperties would be: currentschema=prpc; currentfunctionpath=sysibm,sysfun,prpc Be sure to enter the schema name in all capital letters, as in the example. Note: SYSIBM and SYSFUN are system schemas provided by DB2. They are required because PRPC makes use of some functions made available in these schemas. DB2 UDB versions 9.5 and 9.7 require four additional settings: PegaRULES Process Commmander Installation Guide 37

fullymaterializelobdata=true fullymaterializeinputstreams=true progressivestreaming=2 progressivelocators=2 You can add these settings as additional connection properties or as parameters in the URL. To specify these settings as connectionproperties, add these to the connection properties field. To add these settings as parameters to the connection URL, append them to the URL as semi-colon separated properties: url=jdbc:db2://sysvol2:50000/prpc:fullymaterializelobdata=true; fullymaterializeinputstreams=true; progressivestreaming=2;progressivelocators=2; Note: The currentschema and currentfunctionpath properties must be specified as a connectionproperties setting, and cannot be entered into the URL. 11. Click Test Configuration. If the test is successful, click Finish to return to the Summary of JDBC Data Sources page. If the test is not successful, review your settings and retest. 12. If configuration is not enabled, in the Change Center click Activate Changes. 13. Click the name of the data source you just created in the Data Sources table. 14. On the Settings page for the data source, click the Connection Pool tab. PegaRULES Process Commmander Installation Guide 38

If Configuration editing is not enabled, in the Change Center click Lock & Edit. 15. Verify that the Connection Pool properties are correct for the data source you created. Modify them if needed. 16. Select the Targets tab and select the AdminServer as the target for the data source. If you have configured managed servers in your domain, target them instead of the Admin Server. PegaRULES Process Commmander Installation Guide 39

17. Click Save. If configuration is not enabled, in the Change Center click Activate Changes. Configure JMS If you are deploying PRPC's EAR archive, prpc_j2ee14.ear, complete the following procedure to configure JMS for use by PRPC. If you are deploying PRPC s WAR archive, prweb.war, you do not need to configure JMS resources. Skip this section and go to the topic, Deploying the PRPC WAR file, prweb.war. PRPC's EJB components use JMS Services internally. If you are deploying the EAR archive, you must complete this procedure even if your PRPC application does not use messaging to integrate with external systems. To configure the JMS resources required by PRPC: 1. Create a JMS Server targeted at your WebLogic server. 2. Create a JMS Module. 3. Create JMS Resources a Connection Factory and subdeployment, targeted to the JMS Server a Topic and subdeployment, targeted to the JMS Server. Create a JMS Server 1. On the Administration Console, under Domain Structure, select Services > Messaging > JMS Servers. PegaRULES Process Commmander Installation Guide 40

2. Click New to create a new server. If Configuration editing is not enabled, in the Change Center click Lock & Edit. PegaRULES Process Commmander Installation Guide 41

3. In the Name field, enter a name to identify the PRPC JMS server PRJMS_Server in this example. Click Next. 4. In the Target dropdown, select your Admin Server. Click Finish to return to the Summary of JMS Servers page. If you have configured managed servers in your domain, target them instead of the Admin Server. PegaRULES Process Commmander Installation Guide 42

5. Confirm that you see the message, JMS Server created successfully. If configuration is not enabled, in the Change Center click Activate Changes. 6. Click Home to return to the Domain home page. Create a JMS Module 1. On the Administration Console, under Domain Configurations, select Services > Messaging > JMS Modules. This will become the container for the connection factory and topic. PegaRULES Process Commmander Installation Guide 43

If Configuration editing is not enabled, in the Change Center click Lock & Edit. 2. Click New to create a new module. 3. On the Create JMS System Module page, enter a name PRJMS_Module in this example. Click Next. 4. In the Targets table, select the checkbox for Admin Server. Click Next. PegaRULES Process Commmander Installation Guide 44

If you have configured managed servers in your domain, target them instead of the Admin Server. 5. Check the Would you like to add resources to this JMS system module? box. Click Finish. The Settings page for the JMS Module displays. 6. Confirm that you see the message The JMS module was created successfully. PegaRULES Process Commmander Installation Guide 45

If configuration is not enabled, in the Change Center click Activate Changes. Create a Connection Factory and Subdeployment 1. Still on the Settings page for your JMS Module. Click New in the Summary of Resources table. If Configuration editing is not enabled, in the Change Center click Lock & Edit. The Create a New JMS System Module Resource page displays. 2. Select Connection Factory, Click Next. 3. Enter a Name for the Connection Factory PRAsyncConnectionFactory in this example. Enter the JNDI Name as jms/prasynctcf. Click Next. PegaRULES Process Commmander Installation Guide 46

4. Click Advanced Targeting. 5. Click Create a New Subdeployment. PegaRULES Process Commmander Installation Guide 47

6. Under Subdeployment Properties, enter a Subdeployment Name PRJMS_Subdeployment in this example. Click OK. You return to the Properties page for the Connection Factory. 7. Under Targets, select the checkbox for the JMS Server you created for PRPC. Click Finish. You return to the Settings page for your JMS Module. PegaRULES Process Commmander Installation Guide 48

8. Confirm that you see the message Connection Factory created successfully. If Configuration editing is not enabled, in the Change Center click Activate Changes. Create a Topic and Subdeployment To create a JMS Topic and Subdeployment in this JMS Module, repeat the procedure you just completed for the Connection Factory. 1. On the Settings page for your JMS Module, click New in the Summary of Resources table to display the page Create a New JMS System Module Resource again. If Configuration editing is not enabled, in the Change Center click Lock & Edit. 2. From the list of resource types, click Topic. Then, click Next. The Create a New JMS System Module Resource page displays for the topic. PegaRULES Process Commmander Installation Guide 49

3. Enter a name for the Topic, such as PRAsyncTopic. Enter the JNDI name as jms/prasynctopic. Click Next. 4. Select Create a New Subdeployment. 5. On the Create a New Subdeployment page, enter a new name for the subdeployment as PRJMS_Subdeployment_Topic in this example. Click OK. Use a different name than the one you used for the Connection Factory Subdeployment. The Connection Factory and the Topic should each have their own subdeployment. PegaRULES Process Commmander Installation Guide 50

6. Under Targets, select the checkbox for the JMS Server you created for PRPC. Click Finish. You return to the Settings page for your JMS Module. 7. Confirm that you see the message The JMS Topic was created successfully. If configuration is not enabled, in the Change Center click Activate Changes. PegaRULES Process Commmander Installation Guide 51

You have now completed the configuration tasks for your Weblogic Application Server. Deploying the PRPC Application Archives This section describes how to deploy the PRPC application archives and set up a dignostic role for users following the configuration of your WebLogic application server. The archives you deploy include: the PRPC Application the System Management Application the Online Help Application You can deploy either the prpc_j2ee14.jar or prweb.war file as the core application archive. Do not deploy both archives. Deploy the PRPC EAR file, prpc_j2ee14.ear Skip this procedure if you are planning to deploy the PRPC WAR file. 1. In the Domain Structure panel, click Deployments. If Configuration editing is not enabled, in the Change Center click Lock & Edit. 2. Click Install. PegaRULES Process Commmander Installation Guide 52

3. Click the upload your file(s) link. 4. Next to the Deployment Archive field, clickbrowse button to navigate to the archives directory of your PRPC distribution. Select the prpc_j2ee14.ear. When the file name is displayed in the Deployment Archive field, click Next. PegaRULES Process Commmander Installation Guide 53

5. On the Install Application Assistant, confirm the upload path and that the radio button next to the archive name is selected and click Next. 6. Select Install this deployment as an application. Click Next. The Optional Settings page displays. PegaRULES Process Commmander Installation Guide 54

7. Click Next to accept the defaults. PegaRULES Process Commmander Installation Guide 55

8. Leave Yes, take me to the deployment's configuration screen selected. Review the settings to confirm that they are as expected. Click Finish to begin deploying the application. When the archive deploys, you return to the application s Settings page. PegaRULES Process Commmander Installation Guide 56

PegaRULES Process Commmander Installation Guide 57

9. Review the Overview page to confirm that the settings are as expected. 10. Click on the Targets tab to verify that the target server for the application is correct. 11. Click on the Overview tab again, and click Save. 12. In Domain Structure, click on Deployments to return to the Summary of Deployments page. PegaRULES Process Commmander Installation Guide 58

13. Continue with the deployments of the System Management and Online Help applications. Deploy the PRPC WAR file, prweb.war Skip this procedure if you are planning to deploy or have already deployed the PRPC EAR file. 1. In the Domain Structure section, click Deployments. 2. If Configuration editing is not enabled, click Lock & Edit to unlock the page. In the Deployments table, click Install. PegaRULES Process Commmander Installation Guide 59

3. In the Install Application Assistant, click the link upload your file(s). 4. Click the Browse button next to the Deployment Archive field, use the file dialog to navigate to the archives directory of your Process Commander distribution. 5. Select the prweb.war file and click Open. When the file name is displayed in the Deployment Archive field, click Next. PegaRULES Process Commmander Installation Guide 60

6. Make sure the radio button next to prweb.war is selected and click Next. 7. Select Install this deployment as an application and click Next to display the optional settings page: PegaRULES Process Commmander Installation Guide 61

8. Make sure the Name is prweb and click Next to accept the defaults. PegaRULES Process Commmander Installation Guide 62

9. Leave Yes, take me to the deployment's configuration screen selected and review that the other settings are as expected. Then, click Finish to begin deploying the application. When the WAR file has deployed, your are returned to the application s Settings page. PegaRULES Process Commmander Installation Guide 63

10. Review the Overview page to confirm that the settings are as expected. 11. Click on the Targets tab and verify that the target server is correct. 12. Click Save in the Assistant or Activate Changes in the Change Center to save the configuration. 13. In the Domain Structure panel, click Deployments again to continue with the deployments of PegaRULES Process Commmander Installation Guide 64

the prsysmgmt.war and prhelp.war applications. Deploying the prsystmgmt.war and prhelp.war applications Repeat the deployment procedure described for prweb above to deploy the two other PRPC applications, System Management prsysmgmt.war and Online Help prhelp.war. Do not start these applications after deployment. For more details about the System Management Application, see to the System Management Application Reference Guide on the PDN. Configure Split-Schema WebLogic uses a Deployment Plan to configure the JNDI setting in the application archive. A Deployment Plan is a user configurable XML file that captures environment-specific configuration properties. If you plan to configure WebLogic to use a split-schema configuration follow these steps. 1. Create or edit a Deployment Plan. 2. Configure a specific directory structure for teh Deployment Plan and the EAR/WAR archive. 3. Deploy (or redeploy) the application archive and Deployment Plan using the WebLogic Administration Console or the command line. 1. Edit the Deployment Plan Your PRPC 7.1 distribution is packaged with a sample deployment plan that you can use for your environment. The deployment plan is located in the following directory: EAR: <PRPC_HOME>\archives\weblogic\ear\prpc\Plan.xml WAR: <PRPC_HOME>\archives\weblogic\war\prpc\Plan.xml 1. Make a copy (backup) of the sample plan, in case you need to back out your changes. 2. Open Plan.xml in a text editor, and locate the elements named defaultdataschema and defaultrulesschema. Add the values for your schema in the <value> element. For example: 3. Save Plan.xml. 2. Configure the Directory Structure If you plan to deploy the WebLogic archive and Deployment Plan using the WebLogic Administration Console, you must use a specific directory structure. PegaRULES Process Commmander Installation Guide 65