Basic installation checklist
Use this checklist to complete a new installation of a configuration where there is no redundancy for high availability.
Complete the following steps:
- Plan and build your topology
- Install and configure each tier
- Perform post-installation configuration tasks
To complete these steps, use the task lists in the following sections.
Plan and build your topology
To plan and build your topology, follow the steps in the following task list.
Description | For more information | Record your information |
---|---|---|
Review the system requirements. | Reviewing system requirements and release notes | |
Learn about tiers and components. | Tiers and computers | |
Design the topology of your installation. | Designing an installation topology | |
Determine whether to preinstall your database system. | Options for installing the database software | |
Determine whether to preinstall IBM® WebSphere® Application Server or preconfigure an existing installation of WebSphere Application Server. | Options for installing the application server software | |
Build and test the hardware infrastructure. | Refer to the hardware documentation. |
Prepare to install the software
To prepare your computers to install the product software, complete the steps in the following task list.
Description | For more information | Record your information |
---|---|---|
Obtain the InfoSphere Information Server software and any applicable fix packs. | Obtaining IBM InfoSphere Information Server software | |
On all tier computers, verify name resolution, and open TCP ports for InfoSphere Information Server across any applicable firewalls. | Configuring your network | |
AIX® Update the kernel parameters and user limits on each computer. |
Modifying kernel parameters and user limits | |
Linux® Update the kernel parameters and user limits on each computer. |
Modifying kernel parameters and user limits | |
Prepare each computer to run the InfoSphere Information Server installation program, and back up any critical data on the computers. | Preparing to run the installation program |
Install and configure each tier
For each tier, complete the computer preparation tasks. Then install IBM InfoSphere Information Server components, and perform post-installation tasks.
Install and configure the tiers in this order:
- Repository tier
- Services tier
- Engine tier
- Client tier
You can install more than one software tier on the same computer. In this case, you complete the planning and preparation tasks for the tiers on the computer. Then run the installation program only once for that computer, installing the software for the tiers. Then complete the post-installation tasks for the tiers on the computer.
For example, if the repository tier and services tier components are installed on computer Host1, and the engine tier and client tier are each installed on computers Host2 and Host3, complete the tasks in this order.
- Repository tier and services tier preparation tasks on computer Host1.
- Installation of repository tier and services tier components on computer Host1 by using the installation program.
- Engine tier preparation tasks on computer Host2.
- Installation of engine tier components on computer Host2, by using the installation program.
- Client tier preparation tasks on computer Host3.
- Installation of client tier components on computer Host3 by using the installation program.
Not all product modules require an engine tier. IBM InfoSphere FastTrack, IBM InfoSphere Information Governance Catalog, and IBM Glossary Anywhere do not require an engine tier.
Repository tier installation task list
To configure the repository tier, follow the steps in the following task list.
Description | For more information | Record your information |
---|---|---|
Create the following administration accounts
on the repository tier computer. Log in to each account to confirm
that it functions properly:
|
Setting up administrator and owner accounts | |
If you decide to preinstall Db2 or another supported database system, install the database system and configure the databases within Db2 by using scripts.now. | Pre-installing the metadata repository database | |
Run the InfoSphere Information Server installation program if necessary. | Run the InfoSphere Information Server installation
program for this tier in either of the following situations:
If you preinstall the Db2 database system or another database system and create the databases within it by using scripts that are provided with the InfoSphere Information Server software, do not run the installation program for this tier. |
Services tier installation task list
To configure the services tier, follow the steps in the following task list.
Description | For more information | Record your information |
---|---|---|
Preinstall WebSphere Application Server,
if you decide not to use the InfoSphere Information Server installation
program to install it. When creating a profile during the installation, make sure to disable administrative security. |
Preinstalling WebSphere Application Server Network Deployment | |
Preconfigure an existing WebSphere Application Server installation if necessary. | Setting up an existing non-clustered installation of WebSphere Application Server | |
Run the InfoSphere Information Server installation program. | Installing IBM InfoSphere Information Server software |
Engine tier installation task list
If your installation requires an engine tier, follow the steps in the following task list to plan and configure the tier.
Description | For more information | Record your information |
---|---|---|
AIX For non-English locales, make sure that the locale and encoding are set correctly. The installation program uses the locale and encoding information of the computer to determine the appropriate locale to configure the installation to. |
Setting the locale and character encoding for the engine tier target computer | |
Linux For non-English locales, make sure that the locale and encoding are set correctly. |
Setting the locale and character encoding for the engine tier target computer | |
Create an administrator account for the InfoSphere Information Server engine. Log in to the account to activate the password. | Setting up administrator and owner accounts | |
Run the InfoSphere Information Server installation program. | Installing IBM InfoSphere Information Server software |
Client tier installation task list
To configure your client tier, follow the steps in the following task list.
Description | For more information | Record your information |
---|---|---|
Run the installation program. In the Tier Selection page, choose Client only. | Installing IBM InfoSphere Information Server software |
Test the installation
After you install the software, complete the following tasks to test and validate your installation.
Description | For more information | Record your information |
---|---|---|
Test the IBM InfoSphere Information Services Director installation (if installed). | Testing the IBM InfoSphere Information Services Director installation | |
Run the IBM Support Assistant Lite for InfoSphere Information Server tool to verify the installation. | Running the ISALite tool to verify the installation and troubleshoot |
Perform post-installation configuration tasks
After you run the InfoSphere Information Server installation program for each tier, perform these tasks:
Description | For more information | Record your information |
---|---|---|
Windows If necessary, set up explicit firewall exceptions for client-side executable files that require network access. |
Setting up firewall exceptions | |
Configure security within InfoSphere Information Server:
Optionally, also:
|
Configuring security for IBM InfoSphere Information Server | |
Configure IBM
InfoSphere
DataStage® and IBM
InfoSphere
QualityStage® (if
installed):
Optionally, also:
|
Configuring IBM InfoSphere DataStage and IBM InfoSphere QualityStage | |
Configure IBM InfoSphere Information Analyzer (if installed). | Configuring IBM InfoSphere Information Analyzer | |
Configure IBM InfoSphere Information Governance Catalog (if installed). | Configuring IBM InfoSphere Information Governance Catalog |