Downloading and installing the server

The installation procedure involves downloading the Cloud APM server installation media, extracting the installation files on the system, and running the installation script. Before you install the monitoring agents or Hybrid Gateway, or configure data collectors, install the Cloud APM server on a virtual machine or computer in your network that is running Red Hat® Enterprise Linux®.

Before you begin

Review the requirements and options in Preparing to install your server.

Procedure

While logged on as the root user (root permissions are required to install and run the Cloud APM server), complete the following steps to download, decompress, and install the server and supporting components on a Red Hat Enterprise Linux system:

  1. Download the Cloud APM server installation image from the download site to a staging location of your choosing.
  2. If you plan to configure the agent images or Hybrid Gateway image (or both) during the server installation, download the images to the same system where the server will be installed.
    For details, see Download instructions.
  3. Extract the server installation files for your offering:
    IBM Cloud Application Performance Management, Advanced Private
    advanced_8.1.4.0.tar
    IBM Cloud Application Performance Management, Base Private
    base_8.1.4.0.tar
  4. Go to the directory where you extracted the server installation files.
  5. Verify that the default permissions are set correctly. Open a command prompt and enter umask.
    A value of 0022 is returned if the permissions are set correctly. If any other value is returned, set the permissions by entering the following command:
    umask 0022
  6. If you want to change the protocol from the default HTTP to HTTPS (secure) communications, enter the following command:
    export APM_SECURE_COMMUNICATION=y
    (See Setting HTTP or HTTPS communications.)
  7. If you chose to use a remote Db2® database rather than install a Db2 server locally with the Cloud APM server (Connecting to a remote Db2 server) and you created the Cloud APM databases with Db2 authentication set to server_encrypt rather than the default server, take the following steps:
    1. Change to the directory where you decompressed the Cloud APM server installation tar file.
    2. Edit the install.properties file to set db2.authentication=server_encrypt.
  8. If you chose to use a remote Db2 database rather than install a Db2 server locally with the Cloud APM server and you created databases with custom names on the remote Db2 server, complete the following steps:
    1. Login as the db2apm user on the Cloud APM server.
    2. If you are not using the default database names, you must create alias catalog entries for the default names to reference your database names. Catalog the node and databases, for example:
      db2 CATALOG TCPIP NODE APM5 REMOTE 9.42.13.5 SERVER 50005
      where:
      • APM5 is the node name. Use any name (up to 8 characters) except APM_NODE because Cloud APM uses the APM_NODE name.
      • 9.42.13.5 is the IP address or hostname of the remote Db2 server.
      • 50005 is the port number configured for the Db2 instance on the remote Db2 server.
    3. If the default entries are already cataloged from a previous install, uncatalog the default databases as follows:
      db2 uncatalog db warehous
      db2 uncatalog db datamart
      db2 uncatalog db scr32
      
    4. Catalog your database names as the new default database names:
      db2 CATALOG DB WHOUS5 as WAREHOUS at NODE APM5 
      db2 CATALOG DB DMART5 as DATAMART at NODE APM5
      db2 CATALOG DB SCR5 as SCR32 at NODE APM5
      
      where WHOUS5 is your name for the WAREHOUS database. DMART5 is your name for the DATAMART database. SCR5 is your name for the SCR32 database. APM5 is the node that you created in step 8.b.
      Note: If you added db2.authentication=server_encrypt to the install.properties file in step 7.b, then append authentication server_encrypt to each db2 CATALOG command.
    5. Test the connection to the remote database, for example:
      db2 connect to  warehous user itmuser
      db2 terminate 
      
      Output similar to the following is displayed:
      [db2apm@APM814c ~]$ db2 connect to warehous user itmuser
      Enter current password for itmuser:
      
         Database Connection Information
      
       Database server        = DB2/LINUXX8664 10.5.6
       SQL authorization ID   = ITMUSER
       Local database alias   = WAREHOUS
      
      [db2apm@APM814c ~]$ db2 terminate
      DB20000I  The TERMINATE command completed successfully. 
      
    6. Login as the root user on the Cloud APM server.
    7. Locate the install.properties file in the installation media package. It is in the same directory as the install.sh script. Save a backup copy of the file and then edit it. In the file there are three lines that contain the names of the Cloud APM databases:
      datamartdb.name=DATAMART
       metriccachedb.name=WAREHOUS
       topologydb.name=SCR32 
      
      Change the names to match your database names and save the file:
      datamartdb.name=DMART5
       metriccachedb.name=WHOUS5
       topologydb.name=SCR5 
      
  9. Install the Cloud APM server on the virtual machine or your computer system:
    1. The TMOUT environment variable should not be set when the Cloud APM server install.sh script is executed because it may cause the install process to exit before the install has completed. To confirm that the variable is not set, perform these steps:

      Enter the following command and confirm that the TMOUT environment variable is not set:

      env | grep TMOUT

      If the variable is set then enter this command to unset it:

      unset TMOUT

      If the unset command fails then your OS administrator may have defined the TMOUT variable as read-only so work with your administrator to unset it before you install the Cloud APM server. You can set the TMOUT environment variable back to its original value after the Cloud APM server install completes.

    2. Enter one of the following commands to run the installation script:
      • Install the server in the default /opt/ibm directory:
        ./install.sh
      • Install the server in a directory of your choosing:
        ./install.sh -d /custom/path/
        where /custom/path/ is the path to the directory where you want the server to be installed.
      • Install the server and view the output on the console:
        ./install.sh -v 
        The output is saved to the installation log file whether you choose the verbose (-v) option or not. You can enter both the directory (-d) and verbose (-v) options in the command: ./install.sh -d -v.
    3. When asked whether you want to upgrade from an existing installation, enter 2 (no).
      The installer checks for an existing installed offering and the offering you are installing now, and requests confirmation that you want to continue.
    4. Review the offering that is displayed and enter 1 (yes) to continue with the installation or 2 (no) to stop the installation.
    5. If you are asked whether you want to change the default installation directory, enter 1 to specify a different directory or 2 to accept the default /opt/ibm.
    6. When you are asked whether you accept the license agreement, enter 1 to accept the agreement and continue, or enter 2 to decline.
    7. When you are prompted to change the default password for the administrator account, enter either 1 (yes) and create a new encrypted password, or 2 (no) to keep the default apmpass unencrypted password.
      If you change the password, keep a copy in a safe place; you cannot recover the password if you forget it.
      When you answer the prompt to change the administrator password, the installation continues.
    8. When you are asked whether you want to configure your agent installation images, data collector images, and Hybrid Gateway installation image (if used) to connect to the server, enter either 1 (yes) to configure the images now or 2 (no) to defer configuration of the agent, data collector, and Hybrid Gateway images.
    9. If you entered 1 (yes), you are prompted to confirm the following information:
      • The path to the directory on the server where the agent images, data collector images, and Hybrid Gateway (if used) are stored.
        The agent images, data collector images, and Hybrid Gateway images can be mounted on an NFS partition but must be accessible using the file system.
      • Whether to change the directory for the configured images (1 - yes) or to accept the default install_dir/ccm/depot (2 - no). If you selected 1 (yes), enter the directory for the configured images to be stored.
      • If you accepted the default directory for storing the configured agent, data collector, and Hybrid Gateway images, the installer creates the directory install_dir/ccm/depot for storing the configured agent, data collector, and Hybrid Gateway images. However, if you chose to change the directory or if the installer fails to create the directory or the directory is not writable, you are prompted to specify the output directory.

      If you entered 2 (no), this step is skipped.

    10. When you are prompted to enter the IP address and host name that the agents will use to communicate with the server, enter the server IP address or host name for the agents and Hybrid Gateway to use. The format of the IP address can be IPv4 or the fully qualified domain name.
      You can change the IP address and host name later. See Changing the server IP address and host name.
    11. When you are prompted for the following values, enter the values for the server that is used in a web browser to log in to the Cloud APM console. This value corresponds to the address that users enter to start the Cloud APM console from their web browsers.
      • Fully qualified domain name, for example: myserver.example.com.
      • Short host name
      • IP address
      Tip: The fully qualified domain name and short host name are resolved by using DNS. If your system does not have good DNS resolution, enter the IP for all three values.
      You can change the IP address and host name later. See Changing the server IP address and host name.
    12. When you are prompted to install the database or connect to an existing Db2 database, enter either 1 to install the default database or 2 to connect to an existing Db2 database.
      If you entered 2 (connect to existing database), complete the following steps:
      • You are prompted to provide or accept the default values for the hostname/IP address and port number Db2 parameters to establish the connection.
      • Enter the password for the itmuser that you created when you set up the remote Db2 system.
      • Enter the remote external_db2_instance user name or accept the default db2apm name.

        where external_db2_instance is the remote Db2 server instance user name that you created when you set up the remote Db2 server.

      • Enter the password for this external_db2_instance user.
      If you entered 1 and transparent LDAP is configured for this system, the server installation fails. For more information, see Installing the Cloud APM server on a computer system where LDAP authentication is used.

    If the installer detects any agent configuration packages in install_dir/ccm/depot from a previous installation of the Cloud APM server, it warns you that it renamed the old packages and created new agent packages. The old packages are named install_dir/ccm/depot.old.

    If the installer detects a keyfiles directory in install_dir from a previous installation of the Cloud APM server, it warns you that it renamed the old keyfiles directory and created a new directory. The old keyfiles directory is named install_dir/keyfiles.old.

    A prerequisite scan of your environment starts and takes a few moments to complete. If any requirements are missing, a message directs you to a log file with the reason for the failure. A prerequisite such as a missing library or insufficient disk space stops the installation. You must address the failure and start the installation again. A soft prerequisite such as low available memory does not stop the installation, but you must enter 1 to continue installing or 2 to stop. For more information about the yum provides feature_name and yum install feature_name commands, see Dependencies. If the prerequisite scan detects that the RPM database is corrupted, the rpm.dbStatusCorrect property returns a FAIL status. For a possible solution, search the IBM Support Forums for Cloud Application Performance Management .
  10. If the Cloud APM server installation fails, review the log messages displayed by the install.sh script and correct any problems identified by the prerequisite scanner.
    • If you need help from IBM support, run the install_dir/ccm/collectLogs.sh script and provide the output file.
    • If you want to re-install the Cloud APM server, perform these steps:
      1. Run the install_dir/ccm/uninstall.sh script on the Cloud APM server.
      2. If the Cloud APM server install failed after the prerequisite scanner ran and you configured the server to use a remote Db2 server, you must drop the three Cloud APM server databases and recreate them before re-installing the Cloud APM server. Perform steps 2.k through 2.q in Connecting to a remote Db2 server to drop the databases and recreate them.
      3. Re-install the Cloud APM server, starting with step 4.

Results

The installer installs the server components and support files; no further user input is required. After server installation, the installer configures the components, which can take 30 minutes or more to complete. The portion of the installation that involves creating and configuring the databases can take as little as 2 minutes or as much as 2 hours, depending on your hard drive I/O speed and drive caching.

Two server agents, the Monitoring Agent for Transactions Event and the Monitoring Agent for Synthetic Events, are installed and started automatically, regardless of which offerings you installed. The Transactions Event agent provides services for transaction tracking and the Synthetic Events agent provides services for synthetic transactions.

After the Cloud APM server is installed, you cannot change the permissions of the Cloud APM files and directories. In addition, you cannot change the user or group owners of these files and directories.

What to do next

  • If you are using custom database names, ensure that you install the IBM Cloud Application Performance Management, Private V8.1.4.0 interim fix 5, or a later server interim fix, after you complete the Cloud APM server installation. Interim fixes for the Cloud APM server V8.1.4 are available to download from IBM Fix Central.
  • If you are using a remote Db2 server with your Cloud APM server, ensure that you verify the following requirements are met during the installation process:
    • If you plan to use the Db2 Advanced Enterprise Server Edition V10.5 fix pack 9 or later or one of the supported Db2 V11.1 editions, ensure that you install the IBM Cloud Application Performance Management, V8.1.4.0 interim fix 4, or a later server interim fix after you complete the Cloud APM server installation. Interim fixes for the Cloud APM server version 8.1.4 are available to download from IBM Fix Central. For the list of supported Db2 fix packs, click the Prerequisites tab in the Software Product Compatibility Report for your offering to view the database requirements: IBM Cloud Application Performance Management, Base Private V8.1.4 or IBM Cloud Application Performance Management, Advanced Private V8.1.4.
    • Ensure that the KQZ_JDBC_JAR_PATHS variable is set to the path where the Db2 client JDBC driver is located. This path depends on where you installed the Db2 IBM Data Server Client in step 3 in the Connecting to a remote Db2 server topic and the Db2 version (V10.5 or V11.1) that is being used. If the KQZ_JDBC_JAR_PATHS variable is not set to the path where the Db2 client JDBC driver is located, then set the variable to this path now and restart the Transaction Event agent by completing the following steps:
      • Go to the install_dir/serveragents/config directory. install_dir is the directory where the Cloud APM server is installed.
      • Back up the hostname_te.cfg file. hostname is the Cloud APM server hostname.
      • Open the hostname_te.cfg file and find the following line:
        KQZ_JDBC_JAR_PATHS=/opt/ibm/db2/Db2_version/java
        Db2_version is the Db2 version that is installed.
      • Edit the path to point to where your JDBC driver jars are located. For example, if you are using Db2 V11.1, and your IBM Data Server Client is installed in the default /opt/ibm directory, the path looks like the following line:
        KQZ_JDBC_JAR_PATHS=/opt/ibm/db2/V11.1/java
      • Save the hostname_te.cfg file.
      • Restart the Transaction Event agent by issuing the following command:
        apm restart txagent
        The Transaction Event agent connects to the remote Db2 database and the thresholds are working.
    • The install.sh script modifies the buffer pool sizes for TBSMCFG16KBP and TBSMSCR16KBP and the log LOGSECOND size, these must be reset.
      To reset the buffer pool sizes, return to the remote DB2 and run the following:
      db2 connect to SCR32
      db2 UPDATE DATABASE CONFIGURATION FOR SCR32 USING LOGSECOND 25
      db2 alter bufferpool TBSMCFG16KBP IMMEDIATE size 10000
      db2 alter bufferpool TBSMSCR16KBP IMMEDIATE size SCR32_PAGE_COUNT
      db2 disconnect SCR32
      
      SCR32_PAGE_COUNT
      The buffer pool page count (16 K page sizes): 15000 for small, 30000 for medium, and 30000 for large.
  • If you did not configure the agent installation images, data collector images and Hybrid Gateway installation images (if used) during installation of the server, follow the instructions in Configuring the downloaded images.
  • If you want to use the old agent configuration packages from a previous installation for the agent installation, complete these steps:
    1. Go to the install_dir/ccm directory.
    2. Delete the depot file.
    3. Change the name of the depot.old file to depot.
  • If you want to use the old keystore from a previous installation for the Cloud APM server, complete these steps:
    1. Go to the install_dir directory.
    2. Delete the keyfiles directory.
    3. Change the name of the keyfiles.old directory to keyfiles.
    4. Update the certificates that are used by the monitoring agents to connect to the Cloud APM server to use the new keystore. For instructions, see Configuring certificates between the server and agents for HTTPS communication.
    5. Update the certificates that are used by the server agents to connect to the Cloud APM server to use the new keystore. For instructions, see Configuring certificates between the server and agents for HTTPS communication.
  • Install the agents on the systems where the applications that you want to monitor are installed, as described in Installing your agents.
  • Configure the data collector to deploy monitoring for your applications. For instructions, see Configuring your environment.
  • If you forgot to set the correct password for itmuser before installation, run the script to provide the correct password. See Changing a password.
  • If you are having issues reinstalling the server after uninstallation, check that the uninstallation was completed successfully. For more information about uninstalling the server, see Uninstalling the server.
  • If the server installation does not progress or complete after 30 minutes (or longer if your hard drive I/O speed is slow), review the most recent install_dir/ccm/logs/apm-server-yyyymmdd_hhmmss.log file where install_dir is the server installation directory, yyyymmdd is the year, month, and day, and hhmmss is the hour, minute, and second.
  • If another Cloud APM server is installed with agents that connect to it, you can change the agents on each managed system to connect to your newly installed server. For more information, see Configuring agents to connect to a different server or to use HTTPS communication.
  • If you changed the offering type of the Cloud APM server from Cloud APM, Base to Cloud APM, Advanced and meanwhile the WebSphere® Applications agent and the Node.js agent were installed and configured with the Cloud APM, Base offering, to use the agent advanced capabilities that are provided in the Cloud APM, Advanced offering, you have two choices:
  • The Cloud APM server is configured to use the WebSphere® Application Server Liberty profile basic registry as the default method for user authentication. The apmadmin user is added to the basic registry during installation, and you can add more users. For more information, see Managing user access. However, because the basic registry does not perform user account lockout or enable you to control user password expiration, it is good for test and demonstration environments only. An LDAP server provides additional security controls. For production environments, you should configure Cloud APM to use an LDAP server for authentication instead of the basic registry. For more information, see Integrating with LDAP.