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Sun Java Enterprise System 2003Q4 Installation Guide

Chapter 5
Installing Software Using the Graphical Interface

This chapter describes how to use the installer’s interactive graphical interface to install the Java Enterprise System software. Before starting the tasks in this chapter, you should have already completed the tasks in Chapter 2, "Preparing for Installation".

This chapter includes the following sections:

For an introduction to the Java Enterprise System installer, read "How Does the Java Enterprise System Installer Work?"

Preinstallation Checklist

The following table lists the tasks that should be performed before beginning Java Enterprise System installation. The left column lists the general order in which you should perform the tasks, the middle column describes the task action, and the right column contains useful information and the location of instructions.

Table 5-1  Preinstallation Tasks 

Order

Task

Instructions and Helpful Information

1

Verify that system requirements are met.

Java Enterprise System Release Notes, http://docs.sun.com/doc/816-6876

2

Upgrade any existing component products that are incompatible with Java Enterprise System.

prodreg or pgkinfo command (for further information, refer to their man pages)

"Identifying Component Upgrade Needs"

Chapter 4, "Upgrading System Components"

3

Plan how to install product components.

Chapter 2, "Preparing for Installation"

4

Gather configuration information for component products.

Chapter 3, "Gathering Installation and Configuration Information"

Appendix A, "Worksheets for Gathering Information"

5

Make a copy of the product registry file, /var/sadm/install/productregistry

The backup copy of the product registry is helpful in recovering from a failed installation.

6

Create the necessary system accounts.

For Directory Server or Administration Server to run as a non-root user, you must create the accounts before configuring.

if Identity Server will be running as nobody or root, and will be running as part of a group such as nobody or system, those system accounts must already be set up.

7

If you are installing with Sun Cluster software, plan your installation sequence.

"High Availability Using Sun Cluster Software"

8

If you are installing components that depend on servers or services that are already installed, ensure that the existing servers and services are running and accessible.

For example, If you are installing Portal Server, Secure Remote Access subcomponents, the Portal Server, Secure Remote Access core must be running and accessible.

9

If you are installing Application Server or Directory Server, verify that Perl is installed.

Perl packages (SUNWpl5*) can be found on the Solaris 8 and Solaris 9 media. Use pkgadd to add the packages.

10

If you are installing Identify Server, verify that the domain name of the machine on which the Identity Server is going to be installed is set.

To set the domain name, do one of the following:

  • If the file /etc/resolv.conf exists, enter the domain name in the domain configuration entry. Example: domain madisonparc.com
  • If the file /etc/resolv.conf does not exist, enter the following command:

# domainname domain_name

For additional information, see Chapter 2 of the Sun ONE Identity Server 6.1 Installation and Migration Guide, http://docs.sun.com/doc/816-6771-10.

11

If you are installing Web Server, verify that UID 80 and GID 80 are not already allocated for Web Server use.

If 80 is already allocated to Web Server, errors will occur and Web Server installation will fail.

12

If this is a reinstallation, verify that the Web Server directory is empty.

When you uninstall Web Server, the following directories are not removed during uninstallation and must be manually deleted: .../docs, .../https-admserv, .../https-instance_server

13

If you are installing Messaging Server:

 

Stop sendmail before running the installer.

/etc/init.d/sendmail stop

Verify that the second column in the /etc/hosts file contains the fully-qualified domain name (FQDN) rather than a simple host name.

For example:

192.18.99.999 mycomputer.company.com loghost

14

If you are installing Calendar Server, verify that the second column in the /etc/hosts file contains the FQDN rather than a simple host name.

For example:

192.18.99.999 mycomputer.company.com loghost

15

If you are upgrading the J2SE software, verify that you have stopped other products that depend on the J2SE component you are upgrading.

Refer to "J2SE Platform Upgrade Information" for more J2SE information.

Identifying Component Upgrade Needs

For software that has been installed using a package-based installation, you can use the installer to perform a pre-installation check of the Java Enterprise System-related software packages that are already on your system. The benefit of doing this is that you can identify any component incompatibilities in advance and take care of them before installation. This allows your installation session to run more efficiently.

    To Use the Graphical Installer for Identifying Component Upgrade Needs
  1. Provide access to your local display.

    2. The Java Enterprise System installers may need access to your local display. If you are logging in to a remote machine, or using the su command to become superuser on a local machine, use the xhost command on the local machine to allow access to your local display. For example, use the following command to grant access to all users:

    xhost +

    If you are logging in to a remote machine, make sure your DISPLAY environment variable is properly set to the local display. If the DISPLAY variable is not set properly, the installer runs in text-based mode. For example, if your machine name is myhost:

    (C Shell)    % setenv DISPLAY myhost:0.0
    (Korn Shell)  $ DISPLAY=myhost:0.0

  2. Start the installer using the -no option to indicate that this is not an active installation:

    3. ./installer -no

  3. Proceed through the installer pages to the Component Selection page.
  4. Change the drop-down list at the upper left corner to Select Components.
  5. Click View Currently Installed at the top of the page.

    6. The Previously Installed Products report lists the installed component products, specifying the level of Java Enterprise System compatibility for each component.

  6. Click Next to continue.

    7. If the machine has shared components that are incompatible with Java Enterprise System, the Shared Components Upgrades Required page is displayed.

  7. For each shared component, review the Installed Version against the Required Version to determine what upgrading needs to be done.
  8. Exit the installer and do one or both of the following:
    • For component products—Follow the instructions in Chapter 4, "Upgrading System Components" to upgrade component products.
    • For shared components—Determine whether the newer Java Enterprise System version is compatible with other installed applications on the host.

      • Caution

      Do not upgrade shared components without checking the dependencies that exist on the host. Functional problems might occur for applications installed on the host that use the shared components. You should verify that existing applications are compatible with the required versions of the shared components.

      After you have verified that it is safe to upgrade shared components on the host, do one of the following:

      • Remove or upgrade shared components as needed.
      • Allow the installer to upgrade shared components during your active installation.

        • Note

        After upgrading, the machine must be rebooted for new versions to be recognized.

  9. Repeat the process until the installer indicates that components meet Java Enterprise System requirements.

Instructions for using the text-based installer, refer to "To Use the Text-Based Installer for Identifying Upgrade Needs".

Running the Installer in Graphical Mode

This section contains the following procedures:

    To Start the Graphical Installer
  1. Obtain the product by one of the following methods:
    • Download and unpack the software.
    • Insert the Java Enterprise System CD or DVD into the appropriate drive
  2. Provide access to your local display.

    3. If you are logging in to a remote machine, or using the su command to become superuser on a local machine, use the xhost command on the local machine to allow access to your local display. For example, use the following command to grant access to all users:

    xhost +

    If you are logging in to a remote machine, make sure your DISPLAY environment variable is properly set to the local display. If the DISPLAY variable is not set properly, the installer runs in text-based mode. For example, if your machine name is myhost:

    (C Shell)    % setenv DISPLAY myhost:0.0
    (Korn Shell)  $ DISPLAY=myhost:0.0

  3. If you are not logged in as root, become superuser.
  4. Navigate to the correct directory:
    • If you downloaded the software, navigate to the directory where you downloaded it.

      • cd installer-directory

    • If you are using a CD, navigate to the correct directory for your installation, either to the Solaris_sparc or Solaris_x86 directory. For example:

      • cd /cdrom/Solaris_sparc

    • If you are using a DVD, navigate to the directory whose name matches your platform, either to the Solaris_sparc or Solaris_x86 directory.
  5. Start the graphical installation interface:

    6. ./installer

    You can use the optional -no parameter to run the installer without installing any software. This is useful to familiarize yourself with the installer and for creating state files for a subsequent silent install.

    A full description of the installer options is contained in "Installer Command Line Options".

  6. The installer starts and the Software License Agreement page is displayed. You must accept the license to continue.
    To Select Languages for Installation

The languages you choose will be installed for all the components you select. Each language causes additional packages to be installed, which adds to the disk space required for installation. English is always installed.

Note

If the language of the host system locale is not English, the language on the host system is selected by default.

  1. On the Language Support page, select the languages in which you want to install the Java Enterprise System components.
  2. Click Next to continue.
    To Select Components
  1. To install all components (the default), click Next on the Component Selection page and skip to "To Allow the Installer to Check Your Selections".


    2. Example screen capture of the installer’s Component Selection page with Install All Components selected.

  2. To choose components, change the drop-down list at the upper left corner from Install All Components to Select Components.

    3. A list of components is displayed, organized in groups of related services.

  3. Click a component name to see a brief description of component in the information panel at the bottom of the following Component Selection page.


    4. Example screen capture of the installer’s Component Selection page with Select Components selected.

    Note

    If a version of a component product you select is already installed, the Component Selection page disables your ability to install that component product.

    Disabled options require that you take action under these circumstances:

    • To upgrade to a new version of a disabled component product
    • To install another component product that has a dependency on a newer version of a disabled component product
  4. To see a report on the products that are already installed (and thus grayed out), click View Currently Installed at the top of the page.


    5. Example screen capture of the installer’s Previously Installed Products window. Shows levels of compatibility.

    The Previously Installed Products window lists each installed component product detected by the installer, and specifies its level of Java Enterprise System compatibility.

    1. If all components are compatible with Java Enterprise System, close the Previously Installed Products window and continue.
    2. If you need to upgrade a component to another version, proceed to "To Upgrade a Component Product".
  5. In the Component Selection page, select the component products you want to install.

    6. As you make selections, the installer automatically selects additional components on which your selections have dependencies.

    Note

    In some circumstances, component products may be selected even if you have made selections that preclude them. It is important to scan the entire list to be sure components you do not want are deselected.

    Next to each component product is a number that represents the disk space it requires. At the top of the page, the Disk Space Required number increments as you select component products, providing an approximate total of the disk space required for all your selected component products.

  6. Click Next to proceed.
    To Allow the Installer to Check Your Selections

The installer performs a dependency check of the component products you have selected. If there are problems with dependencies, the Product Dependency Checks window is displayed.

Example screen capture of the installer’s Product Dependency Checks window.

  1. Review the contents of this page carefully.

    2. The dependency relationships among component products are as follows:

    • Compatible. The components that you selected are compatible with each other and with the components detected on the machine. The installer accepts your selections and proceeds to the next question.
    • Incompatible. The components you selected are not compatible with each other or with the components detected on the machine. The installer cannot proceed. An error message describes the problem.

      • To resolve the incompatibility, proceed to one or both of the following procedures:

    • Remote component might work. The selected components rely on a component that is not selected but for which a remote copy would be acceptable. The installer can proceed, but a warning is displayed in the Product Dependency Checks window.
  2. Perform any upgrading required by the dependency check. When issues are resolved, the installer will be able to proceed.
    To Upgrade a Component Product
  1. Click Cancel to close the installer.
  2. Refer to Chapter 4, "Upgrading System Components" for instructions on performing the necessary upgrades.
  3. Restart the installer and page through the installer until you arrive at the Component Selection page.
  4. Click View Currently Installed and verify that all installed products are now compatible with Java Enterprise System.
    To Upgrade Shared Components

Shared components that are included in Java Enterprise System, such as J2SE, might already be installed on this host. If installed versions of shared components must be upgraded for Java Enterprise System compatibility, a list of those components is displayed when you click Next on the Component Selection page.

  1. If any shared components have compatibility issues, the Shared Components Upgrade Required page is displayed.


    2. Example screen capture of the installer’s Shared Component Upgrades Required page. Compares installed versions with required versions.

    Caution

    Do not upgrade shared components without checking the dependencies that exist on the host. Functional problems might occur for applications installed on the host that use the shared components. You should verify that existing applications are compatible with the required versions of the shared components.

  2. If an incompatible version of the J2SE component is detected, the following message window is displayed on top of the Shared Components Upgrades Required page.


    3. Example screen capture of the installer’s confirmation dialog for upgrading or installing a second J2SE(tm).

    For information about these options, see "J2SE Platform Upgrade Information".

  3. Select an option and click OK. (You may need to resize the window if you cannot see the second option.)
  4. To have the installer upgrade the shared components listed on the Shared Components Upgrades Required page, click Next.
    To Specify Installation Directories and Initiate the System Check

The Installation Directories page displays the default directories for the component products you have selected.

Example screen capture of the installer’s Installation Directories page.

  1. Examine the default installation directories and verify that they are correct for your deployment before accepting them.
  2. If the directory defaults are not acceptable, browse for alternative paths and change as needed.
  3. Click Next to initiate the system check.

    4. The installer checks the following system requirements, based on the directories you provided:

    • Available disk space
    • Installed memory
    • Operating system patches

      • The left column of the following table lists the possible results of the system check. The right column specifies what you should do for each type of result.

      Table 5-2  System Check Results  

      Message Displayed

      Your Action

      System ready for installation

      Click Next to specify a configuration type.

      System ready for installation
      Includes a warning that memory is not at the recommended level.

      Click Next to proceed with the installation, but add memory when you are done. If you do not add memory, performance might be seriously affected.

      System not ready for installation

      Click View Report for information on the problems that the installer found.

      Problems can include insufficient memory, missing required operating system patches, and so on. If you need to stop the installer to resolve a problem, click Cancel. Fix the problem and then restart the installer.

      If you can fix the reported problems without stopping the installer, do so and then click Check Again to recheck the system. Click Next to proceed when the system check displays the following message: System ready for installation

  4. When the system check is complete and you are satisfied with the state of the system, click Next.
    To Specify a Configuration Type

If you have chosen components that can be configured at installation time, the Configuration Type page displays the configuration types that are relevant to the components you selected.

Note

The following component products cannot be configured at installation time: Calendar Server, Instant Messaging, Message Queue, Messaging Server, and Sun Cluster software.

  1. Decide which configuration type you want:
    • Custom. Allows you to configure component products that permit configuration at installation time.

      • Your tasks include specifying the common server settings, then specifying the configuration information for the components products you selected.

    • Minimal. You enter only the minimum values that are necessary for installing the packages.

      • If you are installing Identity Server, you specify the common server settings and then configure Identity Server and the products upon which it depends.

      If you are not installing Identity Server, the installer proceeds without doing further configuration. Skip to "To Confirm Installation Readiness".

  2. Select a configuration type and click Next.
    To Specify the Common Server Settings

If you chose a configuration type and component set that require configuration during installation, the configuration pages are displayed. Descriptions of the information on each configuration page of the installer are contained in Chapter 3, "Gathering Installation and Configuration Information", organized according to component.

Before beginning this phase of the installation, verify that you have gathered the configuration information needed for the component products you selected.Worksheets for collecting your configuration data can be found in Appendix A, "Worksheets for Gathering Information".

For a custom configuration or a minimal configuration that includes Identity Server, the Common Server Settings page is displayed.

Example screen capture of the installer’s Common Server Settings page.

  1. To specify these shared values, fill in the information described in Table 3-2.

    2. Values that you enter here appear as default values on the component product configuration pages.

    Tip

    Write down any non-default information you enter here as well as passwords. You might need this information for subsequent tasks.

  2. Click Next to proceed to the component products configuration pages.
    To Configure the Individual Component Products

After you have specified the Common Server Settings, the installer presents one or more configuration pages for the component products you selected.

Some of the fields in a component product page display default values from the Common Server Settings page. These values can be edited. For example, the following sample screen shot shows the initial Directory Server configuration page. The fields whose default values are set by the Common Server Settings page are Administrator User ID and Administrator Password. These fields are marked with an asterisk.

Example screen capture of the installer’s Directory Server: Administration (1 of 5) page.

  1. As the individual configuration pages are displayed, you are asked to specify information for the settings.

    2. Tip

    Your configuration values are gathered by the installer as you proceed through the configuration panels. After installation is done, you can access this information in the Installation Summary in /var/sadm/install/logs.

    The following table provides cross-references to specific pages in Chapter 3, "Gathering Installation and Configuration Information," where you can find detailed information on the configuration settings.

    Table 5-3  Location of Component Product Field Descriptions 

    Component

    Location of Configuration Information

    Administration Server

    "Administration Server Configuration"

    Application Server

    "Application Server Configuration"

    Calendar Server

    "Calendar Server Configuration"

    Directory Server

    "Directory Server Configuration"

    Directory Proxy Server

    "Directory Proxy Server Configuration"

    Identity Server

    "Identity Server Configuration"

    Identity Server SDK

    "Identity Server SDK Configuration"

    Instant Messaging

    "Instant Messaging Configuration"

    Message Queue

    "Message Queue Configuration"

    Messaging Server

    "Messaging Server Configuration"

    Portal Server

    "Portal Server Configuration"

    Portal Server, Secure Remote Access

    "Portal Server, Secure Remote Access Configuration"

    Web Server

    "Web Server Configuration"

  2. Click Next to proceed to the next component product configuration page.

    3. When you click Next on the final configuration page of the final component product, installation configuration is done. The installer is now ready to install the software packages.

    To Confirm Installation Readiness

Before transferring the software to your system, the installer displays a summary page, showing the component products that you selected on the Component Selection page. Shared components are not explicitly listed, but they will be installed if they are needed.

  1. Review the components listed on the Ready to Install page.


    2. Example screen capture of the installer’s Ready to Install page.

    Note

    When the installer displays this page, a Shared Components Upgrade Install window is displayed telling you that the shared components are being installed. Wait until the shared components are installed before proceeding.

  2. Make necessary changes on the Component Selection page.

    3. To return to the Component Selection page, click the Back button and continue to click Back on successive pages until the Component Selection page is again displayed.

  3. Click Next to move forward through the installer again. You do not need to enter previously-entered values.
  4. Click Next when you are satisfied with the Ready to Install list.
    To Register Products and Begin Installing Software

The Product Registration page provides the option of registering your products while software is being installed.

  1. If you do not want to fill in and submit the registration forms while installation is running, deselect the default option “Open registration window during installation.”
  2. Click Next to begin installing the component packages. During installation, the following occurs:
    • A progress bar displays the overall percentage complete.
    • The names of packages are displayed as they are installed.
    • If you accepted the product registration option, a browser window that enables you to register is displayed.

      • Note

      Depending on the size and complexities of your installation, the installation process can be somewhat lengthy.

    To Cancel Installation

You can cancel installation by clicking Cancel. This starts the uninstaller and removes software that has already been installed.

    To Complete the Installation Session

When installation is complete, the Installation Complete page is displayed. Any issues from the installation, such as insufficient memory, are noted on this page. In addition, you are provided with access to the installation summary and logs.

  1. Click Installation Summary or Installation Log to examine information about the installation. This information is saved in files located in /var/sadm/install/logs so that you can refer to it after you exit the installer.
    • Installation Summary. Lists each component installed and the settings you specified. If you chose custom configuration, this summary includes all the configuration values.
    • Installation log. Displays the installer’s log messages for component products.
  2. If you do not want the What to Do Next page to appear automatically, deselect the default option.

    3. The What to Do Next page provides an introduction to Java Enterprise System documentation, including links to component product documentation sets and a link to the product registry page.

  3. Click Close to exit the installer.

    4. Your installer session is done. Component products that were installed will need to be started after you have completed the post-installation tasks.

  4. Proceed to "Next Steps" for instructions on how complete the Java Enterprise System installation.
    To Register Your Products With Sun at a Later Time
  1. To access the What To Do Next page, use a browser to open the WhatsNext.html file located in your installation directory.
  2. On the What to Do Next page, click the Register link in the Register Your Java Enterprise System Software section.

Adding Components

To install additional components, you can run the installer again. The installer detects the newly-installed components and uses them to satisfy the dependencies of other components. The Component Selection page disables choices that represent the installed components.

For example, suppose you have installed Identity Server and its dependencies during this installation. Later, you decide to install Portal Server. The existing instance of Identity Server will be used to meet Portal Server’s dependency, and you will not be asked to reinstall Identity Server.

Next Steps

At the end of this chapter you should have completed the installer portion of your Java Enterprise System installation. Proceed to "Postinstallation Configuration and Startup" for final instructions on configuring the component products for your environment.

Note

Although you might have done extensive configuration during your installation, most component products require some additional configuration. Read the postinstallation configuration requirements carefully before proceeding to any other tasks.

If you want to make an installation image available to other administrators in your enterprise, refer to "Setup Instructions for Network Installation".



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