High availability (clustered configuration) installation checklist

Use this checklist to complete a new installation where the metadata repository database system and services tier (IBM® WebSphere® Application Server) are set up in a clustered topology. The engine tier is set up in an active-passive high availability configuration.

Complete the following steps:

Plan the topology
Prepare the database cluster
Prepare the IBM InfoSphere® Information Server databases within the cluster
Prepare the WebSphere Application Server cluster
Run the InfoSphere Information Server installation program to install InfoSphere Information Server software for the services tier and cause it to communicate with the database cluster
Configure WebSphere Application Server to communicate with the database cluster
Install and configure high-availability cluster management software on the engine tier servers
Install and configure the engine tier
Install and configure the client tier
Test the installation
Configure the cluster
Perform postinstallation configuration tasks

If you are setting up an IBM Db2® high-availability disaster recovery (HADR) topology, configure HADR after you install InfoSphere Information Server. See Setting up the metadata repository database in an IBM Db2 HADR configuration.

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.

Table 1. Topology planning and building tasks
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.	High availability topologies
Determine whether to preinstall your database system.	Options for installing the database software

Prepare to install the software

To prepare your computers to install the product software, complete the steps in the following task list.

Table 2. Software planning tasks
Description	For more information	Record your information
Determine your cluster architecture.	Options for installing on a cluster
Build and test the hardware infrastructure.	Metadata repository tier: Db2 clustered installation: Preparing the servers, file system, and storage Db2 HADR installation: Preparing the servers, storage, and network Oracle Real Application Clusters (RAC) installation: Oracle RAC requirements Services tier: Options for installing on a cluster Engine tier: AIX Linux Setting up the servers, network, and storage (Tivoli System Automation for Multiplatforms example) Windows Setting up the servers, network, and storage (Microsoft example)
Configure the servers, the network, and the storage device.	AIX Linux Setting up the servers, network, and storage (Tivoli System Automation for Multiplatforms example) Windows Setting up the servers, network, and storage (Microsoft example)
Obtain the InfoSphere Information Server software and any applicable fix packs.	Obtaining IBM InfoSphere Information Server software
On both computers, verify name resolution, and open TCP ports for InfoSphere Information Server across any applicable firewalls.	Configuring your network
AIX® Linux Update the kernel parameters and user limits on both computers.	Modifying kernel parameters and user limits
Prepare each tier 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 the tiers

For each tier, complete planning tasks and preinstallation tasks. Then install IBM InfoSphere Information Server components, and perform postinstallation tasks.

Install and configure the tiers in this order:

Metadata repository tier
Services tier
Engine tier
Client tier

Metadata repository tier installation task list

To configure your metadata repository tier, follow the steps in the following task list.

Table 3. Installation tasks: metadata repository tier
Description	For more information	Record your information
Configure two servers with identical internal storage, memory, and processing power. Designate one server as primary and the other as standby. These servers will support the metadata repository database and analysis database in a nonpartitioned topology. Configure a high-speed network between the servers, and a separate, isolated network to carry a heartbeat signal for the high availability software.	Preparing the servers, file system, and storage
(Optional, for an IBM Db2 clustered topology.) Install high-availability (HA) software to monitor the health of the servers and to manage failover.	Installing high availability software on Db2 database system servers
Create the following administration accounts on each computer that will host the database system. The accounts on each computer must be identical. Log in to each account to confirm that it functions properly: Owner of the metadata repository (If installing IBM InfoSphere Information Analyzer) The owner of the analysis database If installing the Db2 database system: Windows Db2 Administrator user AIX Linux Db2 instance owner Db2 fenced user	Setting up administrator and owner accounts
Install the database system, create the database cluster, and preconfigure the database by using scripts that are supplied with the installation media.	Db2 clustered installation: Installing the Db2 database system and creating the cluster and metadata repository database Db2 HADR installation: Installing the Db2 database system and creating the metadata repository database Oracle RAC installation: Creating the metadata repository database and running the installation program within an Oracle RAC configuration

Note: Do not run the InfoSphere Information Server installation program at this time. Run the installation program when you configure the services tier.

Services tier installation task list

Table 4. Installation tasks: services tier
Description	For more information	Record your information
Install WebSphere Application Server Network Deployment on all the computers that will host the services tier. This installation includes the deployment manager system and all computers that will host a managed node in the cluster. Also install any required WebSphere Application Server fix packs and patches.	Installing IBM WebSphere Application Server Network Deployment for a cluster installation
On the computer that hosts the deployment manager, create a deployment manager profile that contains the deployment manager process. Make sure that Administrative Security is enabled.	Creating a deployment manager profile
On the computer that hosts the managed node, create a custom profile. This profile will contain the node agent process and the managed server process that will be part of the cluster.	Creating a custom profile
Use the WebSphere Application Server administrative console to create a cluster with one cluster member definition. Note: Start with a minimal cluster topology that contains a single node. After the installation procedure is complete, expand the cluster.	Creating a cluster and cluster members for the application server
Install a front-end web server.	Installing a front-end web server
(Optional) Install backup web servers, load balancers, firewalls, and other architectural components.	Installing a front-end load balancer (optional)
Run the installation program on the computer where the WebSphere Application Server deployment manager is installed: From the is-suite directory on the installation media, run the following command to start the installation program: `./setup -verbose` Using a supported web browser, open the URL that the ./setup command displays. In the installation program, accept all defaults, except these items: In the Tier Selection page, choose Services only. In the Application Server page, choose Use an existing WebSphere Application Server installation. In the WebSphere Application Server Profile page, choose the Deployment Manager profile. In the WebSphere Application Server Cluster Information page, specify a cluster member or the front-end HTTP dispatcher for the WebSphere Application Server cluster. In the Database Management System Selection page, choose Use an existing repository (Do not create the database). In the Database Connection page, specify the metadata repository tier connection and database information. Complete the rest of the installation steps.	Running the installation program (clustered installation)

Engine tier installation task list

To configure your engine tier, follow the steps in the following task list.

Note: If you are creating a topology with more than one server engine, repeat these steps for each server engine.

Table 5. Installation tasks: engine tier
Description	For more information	Record your information
Acquire and install high-availability cluster management software on both engine tier servers, and set up the cluster.	Go to the documentation for your high-availability cluster management software. For example configurations, see the following topics: AIX Linux Installing the high availability software (Tivoli System Automation for Multiplatforms example) Windows Setting up the cluster (Microsoft example)
Set the service IP address.	Refer to the documentation for your high availability cluster management software. For example configurations, see the following topics: AIX Linux Setting up the virtual IP address (Tivoli System Automation for Multiplatforms example) Windows Setting up the virtual IP address (Microsoft example)
AIX Linux Define and start a resource group.	Refer to the documentation for your high availability cluster management software. See Defining and starting the resource group (Tivoli System Automation for Multiplatforms example).
AIX Linux For non-English locales, make sure that the locale and encoding are set correctly.	Setting the locale for the 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 component owner accounts
Run the installation program: In the Tier Selection page, choose Engine only. In the High Availability Server Cluster Configuration page, click Server cluster configuration. In the Virtual host name field, enter the virtual host name that was created when the HA software was configured. Whenever prompted for an installation directory, specify a path on the shared storage device. In the IBM InfoSphere Information Server Location page, specify a cluster member or front-end HTTP server for the WebSphere Application Server cluster. Enter the InfoSphere Information Server administrator account name and password.	For example configurations, see the following topics: AIX Linux Installing IBM InfoSphere Information Server in the cluster (Tivoli System Automation for Multiplatforms example) Windows Installing IBM InfoSphere Information Server in the cluster (Microsoft example)
Set up the resource agent scripts.	Go to the documentation for your high availability cluster management software. For example configurations, see the following topics: AIX Linux Setting up the high availability control scripts (Tivoli System Automation for Multiplatforms example) Windows Setting up the engine and services tier resources for high availability (Microsoft example)

Client tier installation task list

To configure your client tier, follow the steps in the following task list.

Note: If you are creating a topology with more than one client computer, repeat these steps for each client computer.

Table 6. Installation tasks: client tier
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.

Table 7. Testing the installation tasks
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.	See Installation verification and troubleshooting
Test the engine tier failover function.	Go to the documentation for your high availability cluster management software. For example configurations, see the following topics: AIX Linux Testing the configuration (Tivoli System Automation for Multiplatforms example) Windows Testing the configuration (Microsoft example)

Configure the cluster

After you install the software and test the installation, complete the following tasks to configure the cluster.

Table 8. Configuring the cluster tasks
Description	For more information	Record your information
Windows (Optional) Configure the cluster to run as a service.	Configuring a cluster to run as a service (Windows)
Db2 clustered and HADR installations: Configure the primary and secondary servers.	Db2 cluster installation: Configuring automatic client reroute Db2 HADR installation: Configuring the HADR primary server Configuring the HADR standby server
Configure WebSphere Application Server to work with the metadata repository tier cluster.	Db2 clustered installation: WebSphere Application Server Network Deployment: Specifying the alternate address and port for a Db2 clustered database Db2 HADR installation: Specifying the alternate address and port for a Db2 HADR database to connect to IBM WebSphere Application Server Oracle RAC installation: WebSphere Application Server Network Deployment: Specifying the alternate database addresses and ports for Oracle RAC
Db2 HADR installation: Start HADR.	Starting HADR

Perform post-installation configuration tasks

After you run the InfoSphere Information Server installation program for each tier, perform these tasks:

Table 9. Postinstallation configuration tasks (all tiers)
Description	For more information	Record your information
(Optional) Add additional WebSphere Application Server nodes or other components to the cluster.	Adding a new cluster mhember
To communicate the WebSphere Application Server cluster configuration to the front-end Web server, run the WebSphere Application Server administrative console to generate the plugin-cfg.xml file, and then manually copy it to each Web server. Then restart the Web server. If you are using IBM HTTP Server, you can automatically propagate the file to your Web servers by using the WebSphere Application Server administrative console.	Propagating the plugin-cfg.xml file to the front-end Web server
Configure security within InfoSphere Information Server: Choose a user registry and configure it for InfoSphere Information Server. Create users and groups in the user registry. Assign security roles to users and groups. Configure InfoSphere Information Server engine security. Map credentials if necessary. Assign project roles if required by the installed suite components. Optionally, also: ConfigureWebSphere Application Server for non-root administration. Configure InfoSphere Information Server agents for non-root administration. Configure the Auditing service.	Configuring security for IBM InfoSphere Information Server
Configure IBM InfoSphere DataStage® and IBM InfoSphere QualityStage® (if installed): If you installed globalization support (NLS), ensure that InfoSphere DataStage users have the correct settings specified for localization. Configure access to ODBC data sources. Windows: For systems that have large numbers of simultaneously connected users or large numbers of simultaneously running jobs, tune the server engine. Optionally, also: Configure the parallel processing environment. Migrate jobs that you created in an earlier version of InfoSphere DataStage to the current version. Configure the InfoSphere QualityStage Match Designer. Set up the application server to run SQA or investigation reports. Test the installation.	Configuring IBM InfoSphere DataStage and IBM InfoSphere QualityStage
Configure InfoSphere Information Analyzer (if installed).	Configuring IBM InfoSphere Information Analyzer
Configure IBM InfoSphere Information Governance Catalog (if installed).	Configuring IBM InfoSphere Business Glossary