Installing InfoSphere MDM using graphical mode

Use this procedure to install InfoSphere MDM using the graphical installation mode. The installation must be run in an environment that already has a database and an application server in place.

1. Review the prerequisites listed earlier in this topic and ensure that you have completed all of the necessary preparation steps. These steps are not optional.
2. Optionally, enable enhanced debug logging in ./InstallationManager/logs by copying STARTUPKIT_INSTALL_HOME/InstallationManagerDebug/log.properties into ./InstallationManager/logs.
   Important: After you have enabled enhanced debug logging, the logged information in ./InstallationManager/logs can include password details entered by the user during the installation. Ensure that these logs are stored in a secure place to avoid password exposure.
3. Start IBM Installation Manager.
4. On the IBM Installation Manager home screen, click Install.
5. On the Install Packages panel, select the InfoSphere MDM Standard Edition or Advanced Edition option and any additional features that you require. Click Next.
6. Review and accept the license agreement, then click Next.
7. Depending on your operating system, you may be asked to define the Shared Resource directory.
   InfoSphere MDM should not share a resource directory with other applications. Ensure that this is not the case.
8. Choose whether to install into an existing package group or create a new package group.
   Tip: If you are unsure of what to choose, then accept the default. Most installations should create a new package group.

   Important: If you have IBM Rational Application Developer installed, make sure that you do not install InfoSphere MDM into the same package group. Select Create a new package group.
9. On the same panel, define the Installation Directory into which you want to install each component. If you choose to install a component in a directory other than the default, select that component and click Browse in the Installation Directory field. Click Next.
   Important: On Microsoft Windows 7 operating systems, the Program Files directory is virtualized and requires administrative privileges. To be able to run the application without administrative privileges, you must install into a directory that is not virtualized.
10. On the language panel, English is always selected. If you want to support any languages in addition to English, select them. Click Next.
11. On the features panel, select the InfoSphere MDM features, applications, and optional components to install.

    Review the disk space information, then click Next.

12. On the next set of panels, enter the configuration information:
    Tip: Use your completed installation worksheets for guidance. As you move through each of these configuration panels, the screen displays a green checkmark icon or a red X icon to indicate whether the panel has been completed successfully.
    1. On the Database Configuration panel:
       • Enter the database details. If your database home value is valid, then the Test Connection button becomes active.
         Tip: If you are using a Microsoft SQL Server database that uses Windows Authentication, do not enter the database user credentials on this panel. The credentials are automatically populated by the installation application.
       • If you are using Oracle RAC database, select the Service Name option.
       • If you wish to enable SSL encryption for the MDM database, select the SSL Authentication check box, then provide the SSL trust store path and password.
         Note: The SSL trust store type is presumed to be PKCS12. If you wish to use a different type of trust store, perform a silent installation instead of using the graphical installation mode.
       • Click Test Connection. The database must be accessible and running for the test to be successful.
         Note: If you do not wish to test the connection, select No connection test required.
       • If you wish to save your settings in a script so that you can manually and repeatably install the MDM database again, select Extract scripts for manual database installation.
    2. On the Database Table Spaces panel, define your database table spaces:
       • Select Copy database details from the database configuration panel to repeat the database details that you entered in the previous panel.
       • Decide whether to use existing table spaces or create new ones, then select either Use existing table spaces or Create new table spaces.
         Tip: Consider whether existing table spaces are dedicated for InfoSphere MDM only or are general purpose table spaces. If they are general purpose, then create new table spaces that will be dedicated for InfoSphere MDM.
       • If you choose to create new table spaces, then you must either choose from a list of suggested names or define new names.
         Note: If you did not select Test Connection on the previous panel, then the lists will not be prepopulated with existing table space names. In this case, the default names will be used.
    3. On the History Configuration panel, select the industry type, history triggers, and language options necessary for your business requirements.
    4. On the WebSphere Application Server Configuration panel:
       • Select whether you are installing InfoSphere MDM into a Base edition or Network Deployment edition instance of WebSphere Application Server, depending on what edition you configured during the prerequisite installation steps.
       • Enter the required details of the WebSphere Application Server instance where InfoSphere MDM will be installed.
       • Manually specify the server details or select Retrieve Host Details to obtain your cell, node, and server information. Use each drop down list to select the retrieved cell, node, and server.
       • If you wish to define a new server, select the Specify New Server Name option, then provide a name for the new server instance.
       • For Network Deployment edition installations, if you wish to install the application in a cluster deployment, define the cluster name and select Install MDM application on cluster.
         Tip: In clustered network deployments, the server name for each web application must be different.
       • Click Verify MDM Instance on Server to ensure that there is not already an InfoSphere MDM application installed on the server.
         Restriction: You cannot deploy more than one InfoSphere MDM application instance on each server.
         Note: If you do not wish to verify the application instance, you can select No MDM instance verification required. This option should only be used if you fully understand the risk that the installation may fail if another InfoSphere MDM instance is present.
    5. On the Messaging Configuration panel, select the messaging type to use for this installation. Your selection depends on which messaging service you have configured during the prerequisite installation steps.
       If you select IBM WebSphere MQ, then you will be asked to provide the details of your existing WebSphere MQ instance.

       Note: If you installed a remote WebSphere MQ instance (on a different machine than the one where you are running IBM Installation Manager), make sure that you clear the Configure a local IBM WebSphere MQ instance option to prevent the installer from creating a local queue manager. Keep the option selected if you do want to create a queue manager.
    6. On the MDM Application Configuration panel:
       • Provide the new application name, user password, and RMI port. The installation application will use these details to set up InfoSphere MDM.
       • Select either Probabilistic matching or Deterministic matching for your matching style.
       • If your application is running across different time zones or your data has time-sensitive values under different time zones, select Enable multiple time zone deployment and select a Default time zone.
    7. If you are installing any of the InfoSphere MDM web application user interfaces, use the corresponding panel for each to define the application settings:
       • Select Retrieve details from WebSphere Application Server configuration panel to copy the application server details that you defined on the main application WebSphere Application Server configuration panel.
         Restriction: If you are installing on WebSphere Application Server Base edition, you cannot select both Retrieve details from WebSphere Application Server configuration panel and the Retrieve Host Details button. After selecting the Retrieve details from WebSphere Application Server configuration panel option, do not click Retrieve Host Details.
       • Provide all of the required deployment parameters for each application. These parameter values will be similar to those that you have already provided for the main application.
       • If you wish to specify a new server name for this web application, select Specify New Server Name and define the new name.
         Note: If you choose to do this, you must define a different server name for each of the web applications that you configure.
       • For WebSphere Application Server Network Deployment edition installations, if you wish to install the application in a cluster deployment, define the cluster name and select Install MDM application on cluster.
         Tip: In clustered network deployments, the server name for each web application must be different.
       • If you wish to enable SSL encryption for the application, select Enable SSL.
    8. Click Install.
    The installation application installs InfoSphere MDM. Depending on your configuration selections, the installation process can take a significant amount of time.
13. On the final IBM Installation Manager panel:
    • To automatically launch the installation configuration tool immediately after closing IBM Installation Manager, select Configure Master Data Management.
    • To open the log file viewer, click View Log Files.
14. Click Finish, then close IBM Installation Manager.

Now you must complete the configuration of your new installation.

If you selected the option to launch the installation configuration tool on the final Installation Manager panel, then the console will open. If you did not select the option, or if the console fails to open automatically, then you must manually launch the console:

• From a command line, navigate to MDM_INSTALL_HOME/mds/scripts and run the following command to open the installation configuration tool.
  • On Microsoft Windows systems, run

    madconfig Configure_MasterDataManagement

  • On Linux or UNIX systems, run

    ./madconfig.sh Configure_MasterDataManagement

Upon being launched, the installation configuration tool prompts you to provide the necessary information to complete the installation configuration.

15. Provide the details of your deployment as prompted by the installation configuration tool.

    After you provide the user credentials for WebSphere Application Server and the database as prompted, the installation configuration tool performs a set of pre-configuration validation tests to validate your installation environment. These validation tests help to ensure that all of the required components are in place to complete the installation and configuration smoothly.

    If the pre-configuration validation is successful, the configuration tool completes the configuration of your installation.