Chapter 1 Preparing for Installation

This chapter presents a brief overview for planning your Sun ONE Instant Messaging installation and configuration. The following topics are covered:

Product Overview

Instant Messaging server

Instant Messaging multiplexor

The multiplexor consolidates multiple Instant Messenger client connections to the Instant Messaging server into a single connection. The Instant Messaging multiplexor is also referred as the multiplexor. You might want to install one or more multiplexors to help scale your deployment.

Sun ONE Instant Messenger Resources

Instant Messenger

You run the client, Instant Messenger, when you run the resource files as an applet or using Java^TM Web Start.

Identity Server Instant Messaging Service

When you deploy Instant Messaging with Sun ONE Identity Server, an Instant Messaging service is added to the Identity Server. The Instant Messaging service enables the administrator to enforce Identity Server policy mechanisms for accessing Instant Messaging.

You should have already installed Sun ONE Identity Server before installing Instant Messaging with this option.

Installation Overview

To install Sun ONE Instant Messaging on Solaris you will use the Java Enterprise System installer. On Linux and Windows, you use the setup program included in the Linux and Windows Media Kit CD. Optionally, you can download the software from the following site:

The Instant Messaging product and documentation provides procedures and tools for completing and upgrading your installation, for configuring your servers, setting up clients, and so on. For more information on these additional installation and configuration steps, read this guide prior to installing the software.

Before you install, you should verify that the systems on which you plan to install the software meet the minimum product requirements. In addition, you should have a general understanding of Instant Messaging components and deployment options. It is also a good idea to plan how you want to deploy and configure the software components before you begin the installation process. See the Sun ONE Instant Messaging Release Notes for hardware and software requirements and supported versions.

Prior to installing Instant Messaging, you need to install a directory server, web server, and optionally a messaging server. On Solaris, you may also need to install Sun ONE Identity Server and Sun ONE Portal Server if you intend to use functionality provided by those servers with Instant Messaging. Interoperating with other servers is described in "Dependencies on Other Servers". In addition, "Deployment Examples" provides some installation scenarios you can follow to enable various Instant Messaging features.

Dependencies on Other Servers

In addition to the Instant Messaging components, you may need to install additional software depending on your deployment and the Instant Messaging features you want to use. Instant Messaging has the following dependencies:

Web Server (Required)

The web server hosts Instant Messaging resources such as client files and online help for both the client and server.

You install the resources into the web server’s doc root. The location of the resources within the doc root defines the URL for the resources. This URL is also called the codebase. For example, assume that the web server www.example.com listens on port 89, the doc root for this web server is /opt/web/, and you choose to install the messenger resources in /opt/web/im, then the messenger resources codebase is http://www.example.com:89/im/.

Refer to your web server documentation for instructions on installing and configuring the web server. For information on how to install and configure Sun ONE Web Server Enterprise Edition, see the documentation at:

http://docs.sun.com/db/prod/s1websrv

On Solaris, you do not need to perform a separate web server installation if you choose to use Sun ONE Portal Server. Instead, the Portal Server installation prompts you to install Sun ONE Web Server.

For instructions on installing Sun ONE Web Server, refer to the Sun ONE Web Server Installation Guide and the Java Enterprise System Installation Guide.

LDAP Directory Server (Required)

The directory server provides user authentication for Instant Messaging and contains all the information used by Instant Messaging about users, groups, and organizations.

Prior to installing Instant Messaging, an LDAP Directory server such as Sun ONE Directory Server should already be installed and configured. On Solaris, you do not need to perform a separate directory server installation if you choose to use Sun ONE Identity Server to authenticate users. Instead, the Identity Server installation prompts you to install Sun ONE Directory Server.

For instructions on installing Sun ONE Directory Server, refer to the Sun ONE Directory Server Installation Guide and the Java Enterprise System Installation Guide.

For information on how to install and configure Sun ONE Directory Server, see the documentation at:

http://docs.sun.com/prod/s1dirsrv



Note	If you are using the Solaris 9 operating system, you can use the directory server that is bundled with the operating system.

SMTP Messaging Server (Optional)

The messaging server is used to enable email notification for your offline users.

You need to install a messaging server only if you want to provide email notification of messages to offline users. Users can choose to have instant messages sent to an email address they specify when they are offline. The messaging server is necessary in order to route messages to user email addresses. You do not need to install a separate messaging server for Instant Messaging, instead you can configure Instant Messaging to use an existing messaging server.

For information on how to install and configure Sun ONE Messaging Server, see the documentation at:

http://docs.sun.com/prod/s1msgsrv

For instructions on installing Sun ONE Messaging Server, see

Sun ONE Portal Server (Optional, Solaris Only)

Portal server enables the following features:

Instant Messaging archive

Includes an Instant Messaging channel that allows users to see their contact list with presence indicators, to initiate chat sessions with other users, and to launch Instant Messenger

Secure access to Instant Messaging through the Portal server’s Secure Remote Access component

For instructions on installing Sun ONE Portal Server, refer to the Sun ONE Portal Server Installation Guide and the Java Enterprise System Installation Guide

http://docs.sun.com/prod/s1portalsrv

Sun ONE Identity Server and Identity Server SDK (Optional, Solaris Only)

Identity server enables the following features:

Session management. Allows you to monitor and terminate sessions from the Sun ONE Identity Server admin console.

Policy management. Allows you to control how various users, roles or organizations use Instant Messaging.

Additional LDAP functionality. The ability to store additional user information in LDAP instead of the file system. This includes contact lists, presence access roles, and subscriptions to conference rooms and news channels.

If you want to use single sign on, you need to install the Identity Server. To do this, you also need to set up authentication to use the directory used by the Identity Server. In this case, you must use this directory instead of installing a separate directory server for Instant Messaging.

If you install Identity Server, you do not need to install a directory or web server separately. Instead, the Identity Server installation prompts you to install these servers.

For information on how to install and configure Sun ONE Identity Server, see the documentation at the following location:

http://docs.sun.com/prod/s1idsrv

Deployment Examples

Depending on the features you want to implement in your deployment, you will need to install different sets of servers. For example, to support email notification, you need to install an SMTP server, if you do not want to support email notification, you don’t need the SMTP server. This section describes some deployment options based on feature sets. For information on supported software and versions, see the Sun ONE Instant Messaging Release Notes. For more detailed information about servers that interoperate with Instant Messaging, see "Dependencies on Other Servers".

Basic Instant Messaging Installation

This option provides basic Instant Messaging functionality such as instant chat, news alerts, and conferences. To provide this basic functionality, you need to install the following:

Instant Messaging server

Instant Messaging resources

Web server such as Sun ONE Web Server

LDAP Server such as Sun ONE Directory Server

Instant Messaging multiplexor (optional)

Instant Messaging With Email Notification

This option provides the same functionality as Basic Instant Messaging Installation and also supports email notification to offline users. To provide this functionality, you need to include the servers listed in Basic Instant Messaging Installation and also install an SMTP server such as Sun ONE Messaging Server in your deployment. To enable this feature, you are prompted to identify the SMTP server to use with Instant Messaging during installation. If you do not have an SMTP server installed, you must install one before installing the Instant Messaging software.

Instant Messaging With Identity-based Server Policy Management or Single Sign On (Solaris Only)

This option provides the same functionality as Basic Instant Messaging Installation and also allows you to access and use Sun ONE Identity Server policy features and single sign on. To provide this functionality, you need to include the servers listed in Basic Instant Messaging Installation and also install Sun ONE Identity Server in your deployment. In addition, you need to install Sun ONE Identity Server SDK on the Instant Messaging server’s host.

In this case, Instant Messaging uses the directory to search for users but not to authenticate or authorize them. Instead, the Sun ONE Identity Server is responsible for authenticating and authorizing users.

Instant Messaging With Portal-based Secure Mode or Archiving (Solaris Only)

This option provides the same functionality as Basic Instant Messaging Installation and also supports message archiving, and allows you to run Instant Messaging in secure mode. To provide this functionality, you need to include the servers listed in Basic Instant Messaging Installation and also install the Sun ONE Portal Server and Sun ONE Identity Server in your deployment.

If you want, you can use the directory and web servers used by the Identity Server. If you choose to do this, you do not need to install additional instances of those servers.

Instant Messaging With All Features Enabled (Solaris Only)

You can install Instant Messaging and enable all the features listed in this section. If you choose to do this:

You will need to install the following servers before you install Instant Messaging:

Sun ONE Directory Server (during Identity Server installation)

Sun ONE Web Server (during Identity Server installation)

Sun ONE Identity Server

Sun ONE Portal Server

Sun ONE Messaging Server

You need to install Instant Messaging resources on the web server’s host.

You need to install Sun ONE Identity Server SDK on the Instant Messaging server’s host.

You need to install the Identity Server Instant Messaging Service on the Identity Server’s host.