Installation Guide

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Installation

This chapter describes how to install Pathways.

For details on installing and configuring the Auto-Tag external operation, see Administrator Guide for BEA AquaLogic Pathways.

To install Pathways:

  1. Verify that you have met the prerequisites for installation. For details, see Installation Prerequisites.
  2. Ensure that you have installed BEA AquaLogic Interaction 6.5, including the following AquaLogic Interaction components:
    • BEA AL Notification Service, which must be installed and running for Pathways’ Email Notification feature to function.
    • BEA ALI Remote Portlet Service, which must be installed and running for Pathways’ Activity Streams feature to function.
  3. Install and configure Pathways components. For details, see Installing and Configuring Pathways Components.
  4. (After installing the Portal Files component only) Redeploy portal.war and portal.ear. For details, see Redeploying Portal.war and Portal.ear.
  5. Create the Pathways database. For details, see Creating the Pathways Database.
  6. Create the Rank Engine database. For details, see Creating the Rank Engine Database.
  7. (Optional) Create the ALUI Security database. For details, see Creating the ALUI Security Database.
    8. Note: You do not need to perform this procedure if either Analytics 2.5 or the Remote Portlets component of AquaLogic Interaction 6.5 is installed. Installing either requires creating the ALUI Security database.
  8. Import the Pathways migration package. For details, see Importing the Pathways Migration Package.
  9. Start Pathways. For details, see Starting Pathways.
  10. Seed the ALUI Security database. For details, see Seeding the ALUI Security Database.

 

Installing and Configuring Pathways Components

This section discusses how to install and configure Pathways components.

For details on installing and configuring the Auto-Tag external operation, see Administrator Guide for BEA AquaLogic Pathways.

Launching the Pathways Installer

To launch the Pathways installer:

  1. Log in to the remote server host computer as the local administrator (on Windows) or a user with directory write privileges (on UNIX/Linux).
  2. Copy the installer to the disk location from which you plan to launch it.
  3. Launch the Pathways installer:
    • On a UNIX/Linux host, run ALPathways_v1-5_mp1.
    • On a Windows host, run ALPathways_v1-5_mp1.exe.

Completing the Installer Wizard Pages

Complete the installation wizard pages as described in the following table.

If you want to install all components on one computer, select Complete from the Install Set drop-down list.

If you are performing a distributed installation, you can use the same Pathways installer to install Pathways components on different computers. To choose the components that you want to install, select Custom, then select the components that you want to install. The installer wizard pages that appear vary according to the components that you choose.

Table 4-1 Pathways Installer Wizard Pages
Wizard Page
Description
Introduction
This installer wizard page provides a brief description of the installer and describes how to run the installer in silent mode.
License Agreement
Read and accept the license agreement.
Choose Components
Choose the Pathways components you want to install. Each component can be installed on a separate server depending on your configuration.
The Pathways components are:
  • Pathways Web UI: Includes the core set of Web UI components that comprise the Pathways application and the BEA AL Pathways service.
  • Pathways Rank Engine: Calculates the ActivityRank for each object in your system.
  • Portal Files: The files necessary to enable communication between the portal and Pathways. Install this component on the portal server.
  • Image Service Files: The necessary images, styles, user interface controls, Java applets, and online help for Pathways. Install this component on the computer hosting the Image Service.
  • Search Service: Installs the service called the BEA ALI Search Service, which facilitates communication with ALI Search.
    • Note: (Windows Only) When installing the Search Service component, the Pathways installer checks if a necessary Visual Studio 2005 patch is installed on your server. If the patch is not installed, you must choose to either allow the Pathways installer to install the patch immediately, or manually install the patch at the time of your choosing.
After you have chosen the components you want to install, click Next.
Choose Install Folder
The default installation folder is:
  • /opt/bea/alui (UNIX/Linux)
  • C:\bea\alui (Windows)

Note: In the rest of this guide, the Pathways installation folder is referred to as install_dir.

After you have entered the required information or accepted the default, click Next.
Configuration Manager - Update
This page is displayed if an existing installation of Configuration Manager 2.0 is detected. Select if you want to update the password or port information for Configuration Manager or use the existing settings.
Configuration Manager - Port and Password
Type the port number on which you want Configuration Manager to service Pathways requests.
By default, the port number is 12345. After running the installer, you will be able to access Configuration Manager by using the following URL: https://localhost:port_number.
Also type and confirm the Administrator password that you will use to log into Configuration Manager. The password is case-sensitive.
Path to Image Service Files
Install Image Service files on the computer on which the Image Service is installed. The path should lead to the directory where the Image Service is installed.
  • install_dir\ptimages (Windows)
  • install_dir/ptimages (UNIX)
Before clicking Next, verify that security for the Image Service directory is appropriately configured to allow for installation of the Image Service files.
After you have entered the required information, click Next.
Path to Portal Files
Install portal files on the portal server. The path should lead to the directory where the portal is installed.
  • install_dir\ptportal\6.5 (Windows)
  • install_dir/ptportal/6.5 (UNIX)

Note: After installing portal files, you must redeploy your portal.war and portal.ear files. For details, see Redeploying Portal.war and Portal.ear.
Path to Analytics Files
Install Analytics files on the computer on which Analytics 2.5 is installed. The path should lead to the directory where Analytics 2.5 is installed.
  • install_dir\ptanalytics\2.5 (Windows)
  • install_dir/ptanalytics/2.5 (UNIX)
Launch Configuration Manager
This installation wizard page lets you access Configuration Manager to configure Pathways components.
  1. Before launching Configuration Manager, you must create and configure the Pathways, Rank Engine, and ALUI Security databases, described in:
  2. Click the link on this installation wizard page to access Configuration Manager.

    3. The default username for logging into Configuration Manager is administrator. Use the password that you typed into the Configuration Manager - Port and Password installation wizard page.

  3. In Configuration Manager, click the + symbol next to the Pathways application name to view its components.
  4. Configure all settings for all of the Pathways components using the database and connectivity settings that you provisioned when you completed the Installation and Configuration Worksheet for AquaLogic Pathways document.

    5. Online Help for these settings is available in the Configuration Manager application.

  5. In Configuration Manager, click the + symbol next to the Pathways Rank Engine application name to view its components.
  6. Configure all settings for all of the Rank Engine components using the database and connectivity settings that you provisioned when you completed the Installation and Configuration Worksheet for AquaLogic Pathways document.
  7. In Configuration Manager, click the + symbol next to the Search Service application name to view its components.
  8. Configure all settings for all of the Search Service components using the database and connectivity settings that you provisioned when you completed the Installation and Configuration Worksheet for AquaLogic Pathways document.
When you have completed all Configuration Manager tasks, return to the installer and click Next.
Application Settings Confirmation
Select Yes if you have completed configuration of the Pathways settings.
Select No, configure later to complete the installer without configuring the Pathways settings. You must run Configuration Manager and configure your Pathways settings before starting Pathways.
Install Complete
Click Done.

 

Redeploying Portal.war and Portal.ear

(After you have installed the Portal Files component only) Perform the following:

 

Creating the Pathways Database

This section describes how to create the Pathways database. It contains the following sections:

Creating the Pathways Database on SQL Server

To create the Pathways database on Microsoft SQL Server:

  1. Copy the scripts from install_dir\pathways\1.5\sql\mssql to the database host computer.
  2. In SQL Server Management Studio, access the database engine’s properties.
  3. Configure the database engine to use SQL Server and Windows Authentication mode.
  4. Restart the database engine.
  5. Create the Pathways database user, configuring the Pathways database user to use SQL Server Authentication.
  6. Create the Pathways database.

    7. Configure the size of the Pathways database. The growth of the database is directly correlated to the number of objects present in the system. Objects include such things as tags, user preferences, and saved searches. Estimate 10 MB of growth per 100,000 objects. For example, if the Pathways database stores roughly 100,000 new objects per day, you should anticipate growth of 3.65 GB per year.

  7. Change the default database for the Pathways database user to the Pathways database.
  8. Grant the Pathways database user the db_owner role for the Pathways database.
  9. As the Pathways database user, run the create_pathways_schema.sql script on the Pathways database.
  10. Run the install_pathways_seeddata.sql script on the Pathways database.

Creating the Pathways Database on Oracle

To create the Pathways database on Oracle:

  1. Copy the oracle directory from install_dir\pathways\1.5\sql\oracle\windows or install_dir/pathways/1.5/sql/oracle/unix to the Pathways database’s host computer. This folder contains the scripts that you will use to set up and configure the Pathways Database.
  2. Log on to the host computer for the Pathways database as owner of the Oracle system files.
  3. Execute the following steps as the system user in your Oracle database.
    1. Run the script create_pathways_tablespaces.sql for your platform. This file is located in a platform specific subdirectory within the oracle directory that you copied in Step 1.
      2. Note: Before running the script, determine the name of the SID used in your portal database. If necessary, edit the script so that all SID name instances in the script match the SID name used for the portal database.
    2. Run the script create_pathways_user.sql.
  4. Execute the following steps as the pathways user that you just created.
    1. Run the script create_pathways_schema.sql. This script creates all of the tables and indexes that are necessary to run Pathways. The create_pathways_schema.sql script is located in the oracle directory that you copied in Step 1.
    2. Run the script install_pathways_seeddata.sql. This script adds all of the initial seed data that are necessary to run the Pathways product. The install_pathways_seeddata.sql script is located in the oracle directory that you copied in Step 1.
  5. Run your database’s analysis tool on the portal database to increase the efficiency of the database.

 

Creating the Rank Engine Database

This section describes how to create and set up the Rank Engine database. It contains the following sections:

Creating the Rank Engine Database on SQL Server

To create the Rank Engine database on SQL Server:

  1. Copy the scripts from install_dir\rankengine\1.5\sql\mssql to the database host computer.
  2. In SQL Server Management Studio, access the database engine’s properties.
  3. Configure the database engine to use SQL Server and Windows Authentication mode.
  4. Restart the database engine.
  5. Create the Rank Engine database user, configuring the Rank Engine database user to use SQL Server Authentication.
  6. Create the Rank Engine database with the following properties.

    7. Configure the size of the Rank Engine database. The growth of the database is directly correlated to the number of objects present in the system to which an ActivityRank is assigned. Estimate 10 MB of growth per 100,000 objects. For example, if the Rank Engine database stores roughly 100,000 new objects per day, you should anticipate growth of 3.65 GB per year.

  7. Change the default database for the Rank Engine database user to the Rank Engine database.
  8. Grant the Rank Engine database user the db_owner role for the Rank Engine database.
  9. As the Rank Engine database user, run the create_rankengine_schema.sql script for the Rank Engine database, located in the install_dir\rankengine\1.5\sql\mssql folder.

Creating the Rank Engine Database on Oracle

To create and set up the Rank Engine database on Oracle:

  1. Copy the oracle directory from install_dir\rankengine\1.5\sql\oracle\windows or install_dir/rankengine/1.5/sql/oracle/unix to the Rank Engine database’s host computer. This folder contains the scripts that you will use to set up and configure the Rank Engine Oracle database.
  2. Log on to the host computer for the Rank Engine database as owner of the Oracle system files.
  3. Execute the following steps as the system user in your Oracle database.
    1. Run the script create_rankengine_tablespaces.sql for your platform. This file is located in a platform specific subdirectory within the oracle directory that you copied in Step 1.
      2. Note: Before running the script, determine the name of the SID used in your portal database. If necessary, edit the script so that all SID name instances in the script match the SID name used for the portal database.
    2. Run the script create_rankengine_user.sql for your platform. This file is located in a platform specific subdirectory within the oracle directory that you copied in Step 1.

      3. When running this script, you will be prompted to create the username and password for the Rank Engine database user. You need to enter these values into Configuration Manager when configuring Rank Engine database settings.

    3. Create the Rank Engine database user, including its username and password.
  4. As the Rank Engine database user that you just created run the script create_rankengine_schema.sql.

    5. This script creates all of the tables and indexes that are necessary to run the Rank Engine. The create_rankengine_schema.sql script is located in the oracle directory that you copied in Step 1.

  5. Run your database’s analysis tool on the portal database to increase the efficiency of the database.

 

Creating the ALUI Security Database

(Optional) This section describes how to set up the ALUI Security database.

Note: You do not need to perform this procedure if Analytics 2.5 is installed. Installing Analytics 2.5 requires creating the ALUI Security database.

This section contains the following sections:

Creating and Setting Up the ALUI Security Database on Microsoft SQL Server

(Optional) This section describes how to set up the ALUI Security database on Microsoft SQL Server.

Note: You do not need to perform this procedure if Analytics 2.5 is installed. Installing Analytics 2.5 requires creating the ALUI Security database.

To create and set up the ALUI Security database on Microsoft SQL Server:

  1. On the computer to which you installed the BEA AL Pathways service, copy the scripts from install_dir\pathways\1.5\sql\mssql to the ALUI Security database host computer.

    2. This folder contains the script that you will use to configure the ALUI Security database.

  2. In SQL Server Management Studio, access the database engine’s properties.
  3. Configure the database engine to use SQL Server and Windows Authentication mode.
  4. Restart the database engine.
  5. Create the ALUI Security database user:
    1. Create the ALUI Security database user with the user name you provisioned when you completed the Configuration Worksheet, which is included in the Pathways Installation and Configuration Worksheets document.
    2. Configure the ALUI Security database user to use SQL Server Authentication.
    3. Set the ALUI Security database user password to the password you designated when you completed the Pathways Installation and Configuration Worksheets document.
  6. Create the ALUI Security database with the name you provisioned when you completed the Configuration Worksheet, which is included in the Pathways Installation and Configuration Worksheets document.
  7. Change the default database for the ALUI Security database user to the ALUI Security database.
  8. Grant the ALUI Security database user the db_owner role for the ALUI Security database.
  9. Create the ALUI Security database schema. Specify the ALUI Security database user as the schema owner.
  10. Grant the ALUI Security database user the sysadmin server role.
  11. Connect to the ALUI Security database as the ALUI Security database user, using SQL Server Authentication.
  12. Run the create_security_tables.sql script, located in the folder that you copied in Step 1.

Creating and Setting Up the ALUI Security Database on Oracle

(Optional) This section describes how to set up the ALUI Security database on Oracle.

Note: You do not need to perform this procedure if Analytics 2.5 is installed. Installing Analytics 2.5 requires creating the ALUI Security database.

To create and set up the ALUI Security database on Oracle:

  1. On the computer on which you installed the BEA AL Pathways service, copy the oracle directory from install_dir\pathways\1.5\sql to the ALUI Security database’s host computer.

    2. This folder contains the script that you will use to configure the ALUI Security database.

  2. Log on to the host computer for the ALUI Security database as owner of the Oracle system files.
  3. Create the ALUI Security database tablespace.
  4. Create the ALUI Security database user.
  5. Add the ALUI Security database user and password values into the Configuration Worksheet, which is included in the Pathways Installation and Configuration Worksheets document (you will enter these values into Configuration Manager when configuring Pathways database settings).
  6. Connect to the ALUI Security database as the ALUI Security database user.
  7. Run the create_security_tables.sql script, located in the folder that you copied in Step 1.
  8. Run your database’s analysis tool on the ALUI Security database to the efficiency of the database.

 

Importing the Pathways Migration Package

This section describes how to import the Pathways migration package. The Pathways migration package includes all Pathways portlets, Web services, and the Pathways remote server. Importing the Pathways migration package is necessary for integration with the portal.

To import the Pathways migration package:

  1. Verify that the Search Server is running.
  2. Log on to the portal as a user who has administrative rights.
  3. Navigate to portal Administration.
  4. From the Administration Select Utility drop-down list, use the Migration - Import utility to import the pathways.pte file. For details on using the Migration - Import utility, see Administrator Guide for BEA AquaLogic Interaction.

    5. The pathways.pte file is located in the following location on the Pathways host computer:

    • UNIX/Linux: install_dir/pathways/1.5/serverpackages/
    • Windows: install_dir\pathways\1.5\serverpackages\

      • Select Overwrite Remote Servers. If necessary, adjust other import settings.

 

Starting Pathways

This section provides information on verifying AquaLogic Interaction services and starting Pathways-related services.

Verifying AquaLogic Interaction Services and Search

Verify that the following are running:

For details on starting AquaLogic Interaction services -- including the order in which you should start AquaLogic Interaction services -- see Installation Guide for BEA AquaLogic Interaction.

Starting Pathways Services

This section describes how to start Pathways services. Follow the procedure appropriate to your environment. Depending on your configuration, all services may or may not be installed on the same host computer. Perform each step on the host computer where the service is installed.

Starting Pathways Services on UNIX/Linux

To start the Pathways services on UNIX/Linux:

  1. Start the Search Service used by Pathways:
    1. cd to /opt/bea/alui/searchservice/1.1/bin
    2. run ./searchserviced.sh start
  2. On the computer on which you installed the Pathways Web UI component, start the Pathways application:
    1. cd to /opt/bea/alui/pathways/1.5/bin
    2. run ./pathwaysservrd.sh start
  3. On the computer on which you installed the Rank Engine component, start the Rank Engine:
    1. cd to /opt/bea/alui/rankengine/1.5/bin
    2. run ./rankEngineservrd.sh start

Starting Pathways Services on Windows

To start the Pathways services on Windows:

  1. Perform the following on the computer on which you installed the Pathways Web UI component:
    1. Click Start > Control Panel > Administrative Tools > Services.
    2. Start BEA ALI Search Service.
    3. Start BEA AL Pathways.
  2. Perform the following on the computer on which you installed the Rank Engine component:
    1. Click Start > Control Panel > Administrative Tools > Services.
    2. Start BEA AL Pathways Rank Engine.

You can also start and stop the Pathways services using Configuration Manager. Log in to Configuration Manager using the user name Administrator and the password you specified during installation. Follow the instructions in Configuration Manager to start each service.

 

Seeding the ALUI Security Database

This section describes how to trigger Pathways to seed the ALUI Security database with Pathways’ delivered capabilities and default roles.

To seed the ALUI Security database:

  1. Log in to the portal as a portal administrator.
  2. Click Administration.
  3. From the Select menu, choose Pathways Administration.

    4. Accessing the Pathways Administration page will automatically seed the ALUI Security database.


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