Contents
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| iPlanet Process Manager, Version 6.5 Installation Guide |
Chapter 1 Preparing for Installation
This chapter describes the various components of iPlanet Process Manager 6.5 and discusses the prerequisites for installing the product.
This chapter contains the following topics:
- "Process Manager Components"
- "Platform Requirements"
- "Other Software Requirements for Process Engine"
- "Getting Ready to Install"
- "Browser Requirements for Users"
After you complete all of the pre-installation requirements described in "Getting Ready to Install", read the following chapters for installation instructions:
After installing Process Manager, read the following chapter for information necessary to using the product:
Process Manager Components
Process Manager has the following components:
- Process Builder, which is a graphical user interface for building business process systems
- Process Manager Engine, which is used to run and administer process applications. Process Manager Engine has the following components:
You can choose to install the Process Manager Engine, Process Builder or both on Windows or Solaris.
Process Manager 6.5 uses the following additional products, which you can install during your Process Manager installation:
- iPlanet Directory Server -- Process Manager identifies assignees for activities through a central user and group directory, typically the one where your corporation lists all its users and groups. This directory must be iPlanet Directory Server.
- iPlanet Application Server 6.5 -- Process Manager is an application that runs on the application server.
The Process Manager installation process installs the iPlanet Directory Server, iPlanet Console and iPlanet Application Server. If you already have the supported version of any of these components installed on your system, you can skip installing them again during Process Manager installation.
Process Manager also uses a web server and a database, which are not installed during the Process Manager installation process. These components are discussed in the section "Other Software Requirements for Process Engine."
For a list of supported versions of all software required for installation and operation of Process Manager, see the Release Notes.
Platform Requirements
This section discusses the hardware, operating system and memory requirements for installing Process Manager.
The following section, "Other Software Requirements for Process Engine," discusses the additional software components that must be in place before installing Process Manager.
System Requirements for Process Manager
Both the Process Manager Builder and the Process Manager Process Engine, which includes Process Administrator, Process Business Manager, and Process Express are available for the Windows and Solaris platforms.
For information on the supported version and service pack numbers for each platform, see the Process Manager 6.5 Release Notes.
RAM and Disk Space Requirements for Process Manager
You need ~256 MB RAM to run the Directory Server, Application Server, and Process Manager. If the database is installed on the same machine, you may need additional RAM. Less RAM may result in resource contention.
Depending on your operating system and which components you are installing, you must have enough disk space:
- Complete Process Manager installation
On Windows systems, you need ~307 MB of disk space available.
On Solaris systems, you need ~400 MB of disk space available.
- Process Builder only installation
Other Software Requirements for Process Engine
Process Manager Engine requires the following additional software components. These components must be in place before Process Manager Engine is installed:
- Web browser
This is not needed before installation, but is needed after installation to create a cluster
- iPlanet Web Server
- Database
Process Manager Engine needs access to a database to store process instance data
For information about supported component versions, see the Release Notes.
Database Requirements
Process Manager uses a relational database to store process instance data. You must have a database available on your local system or available over a network on another system. If you are using a remote database, you must have the appropriate database client installed on your local system.
You need to have enough privileges to create tables and views. Your database administrator can set them up for you if necessary.
Process Manager supports Informix, Oracle, and Sybase databases. For information about specific supported database server and client versions, see the Release Notes.
Getting Ready to Install
Before installing Process Manager, you need to:
- Make sure your system meets platform requirements
These are described in the section "Platform Requirements".
- Uninstall previous versions of Process Manager.
See the iPlanet Process Manager Release Notes for details.
- Make sure all required software components are in place.
These are described in the section "Other Software Requirements for Process Engine".
In summary, you need to:
- Know which of the following components are already installed, if any. You can install all these components during Process Manager installation or you can use existing components if they are already installed:
You also need to consider the following:
- "Upgrading From Previous Versions"
- "Application Server Configuration Issues"
- "Directory Server Issues"
- "Web Server and Security Issues"
Upgrading From Previous Versions
You cannot install Process Manager 6.5 in the same location as previous versions of the product. If you have an earlier version, you must uninstall previous Process Manager versions and delete all your Process Manager database tables before installing Process Manager 6.5.
See the iPlanet Process Manager Release Notes for instructions on uninstalling and migrating from previous versions of Process Manager.
Application Server Configuration Issues
Before installing Process Manager, you should have the following information handy:
- the product key shown on the Welcome letter you received with the server products that you purchased.
- For Unix systems, decide if you want to install iPlanet Application Server so that it starts up automatically when you boot your system.
If you decide yes, then log on to the system as the root user before installing iPlanet Application Server.
Directory Server Issues
If you do not already have a Directory Server installed, you can install it during the Process Manager installation. If you have one already installed, you may choose not to install the Directory Server and use an already existing Directory Server as the configuration directory.
For information about Directory Server, see:
You need to know the following information before starting the Process Manager installation:
- The host name and port number for the machine where the existing Directory Server is installed
- Login ID and password for the existing Directory Server
- The top level domain name (suffix) of your Directory Server structure
This is the directory entry that represents the first entry in the directory tree. You will need at least one directory suffix for the tree that will contain your enterprise's data.
It is recommended that you select a directory suffix that corresponds to the DNS host name used by your enterprise. For example, if your organization uses the DNS name of iplanet.com, then select a suffix of dc=iplanet, dc=com.
- Administrator login ID and password
Web Server and Security Issues
You must install the Process Manager Engine components on a machine that is running a supported instance of iPlanet Web Server.
On Unix, consider security issues related to your firewall setup.
- Install iPlanet Application Server as the same user or as a member of the same group that installed the web server with which your iPlanet Application Server will interface.
Before installing Process Manager 6.5, you need to know:
- the full path location of the web server for a Solaris installation
- the location of the web server for a Windows installation
The installer allows you to navigate onscreen to the location of the web server during the Windows installation.
Webless Installation Issues
In a webless installation, the Web Server and iPlanet Process Manager/iPlanet Application Server reside on separate machines. You should consider security issues related to your firewall setup. If a firewall will exist between the Process Manager machine and the web server machine, consult with your security administrator before performing a webless installation. Make sure that the necessary ports on the firewall are open to allow the Executive Server (KXS) and the Web Connector plug-in to communicate.
For more information about the Web Connector plug-in, see the iPlanet Application Server Installation Guide.
For more information about security issues, see the iPlanet Application Server Administrator's Guide.
Browser Requirements for Users
To use various Process Manager components, users need a web browser. The browser must be running on the workstation of the person who is using Process Express, the Process Administrator, or the Process Business Manager interfaces.
This section discusses the browser requirements for:
Process Builder
Process Builder is a Java-based application and does not require a browser to run. However, you do need a browser to view the online help and to take advantage of links to the Process Express, Process Administrator and Process Business Manager that appear in some dialog boxes in Process Builder.
Process Administrator and Process Business Manager
Process Administrator and Process Business Manager are web-based administration interfaces. You need a web browser to access them.
For information about which web browser products and version numbers are supported, see the iPlanet Process Manager Release Notes.
Process Express
Process Express is a web-based interface for viewing worklists. Users need a web browser to use Process Express.
For information about which web browser products and version numbers are supported, see the iPlanet Process Manager Release Notes.
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