Installing in console mode

Install IBM® Connections in console mode. This method is convenient if you cannot or do not want to use the graphical mode.

Before you begin

Ensure that you complete all the prerequisite tasks that are relevant for your environment. For more information, see the Before installing topic.

Note: You can see all the part numbers for this release on the Download IBM Connections 5.5 page.

About this task

Use console mode to complete the installation process in a non-graphical environment. This mode is useful when you must install IBM Connections on a system that does not have a video card.

In steps where you enter custom information, such as server details, you can type P at any time to return to the previous input choice in that step. However, you cannot type P to return to a previous step.

To install IBM Connections, you need to use IBM Installation Manager, which manages the installation process.

To install IBM Connections in console mode, complete the following steps:

Procedure

On each node, stop any running instances of WebSphere® Application Server and WebSphere node agents.
Start WebSphere Application Server Network Deployment Manager.
Copy the installation files to the system that hosts the Deployment Manager.

Note: Ensure that the directory path that you enter contains no spaces.
Start IBM Installation Manager in console mode:
Note: Run IBM Installation Manager on the system where the Deployment Manager is installed.
- If Installation Manager is already installed, open a command prompt and change to the IBM Installation Manager installation directory. Then run the following command:
  - AIX® or Linux™: /opt/IBM/InstallationManager/eclipse/tools/imcl -c
  - Windows™: \Program Files\IBM\Installation Manager\eclipse\tools\imcl.exe -c
- To install both IBM Installation Manager and IBM Connections, open a command prompt and change to the IBM Installation Manager installation directory. Then run the following command:
  - AIX: IBM_Connections_Install/IM/aix/install.console.sh
  - Linux: IBM_Connections_Install/IM/linux/install.console.sh
  - Windows: IBM_Connections_Install\IM\windows\install.console.bat
  The batch script calls a response file, which contains information about the repositories for both IBM Installation Manager and IBM Connections.
- To use another language for the installation process, open a command prompt, change to the IBM Installation Manager installation directory, and run the following command:
  - AIX: IBM_Connections_Install/IM/aix/tools/imcl -c -nl language_code
  - Linux: IBM_Connections_Install/IM/linux/tools/imcl -c -nl language_code
  - Windows: \IBM Lotus_Connections_Install\IM\windows\tools\imcl.exe -c -nl language_code
  where language_code is the two-letter code for a language, such as fr for French.
In the console window, specify the IBM Connections repository:
Note: If you chose the option to run the install.console.bat|sh file in Step 4, you can skip this step.
1. Type P to edit preferences.
2. Type 1 to specify repositories.
3. Type D to add a repository.
4. Type the repository path for IBM Connections 5.0, for example: Lotus_Connections/repository.xml.
5. Type A to save the repository information.
6. Type C to return to the console window.
In the Select packages to install step, type the appropriate number to select the package, and then type N to proceed.
Review the license agreement by typing the appropriate number to view license information. To accept the license agreement, type A. Type N to proceed.
Specify the location of the shared resources directory for IBM Installation Manager.
1. Enter the location of the Shared Resources Directory.
2. Type N to proceed.
Notes:
- The Shared Resources directory stores resources that can be shared by multiple packages. If you used IBM Installation Manager before, the wizard automatically enters this value.
- Ensure that the directory path that you enter contains no spaces.
Specify the location of the IBM Installation Manager installation directory.
1. Enter the location of the Installation Manager Directory.
2. Type N to proceed.
Notes:
- This option is available only if you have not previously installed IBM Installation Manager.
- The Installation Manager directory stores resources that are unique to the packages that you are installing.
- Ensure that the directory path that you enter contains no spaces.
Specify the locations of the package group for IBM Installation Manager and the installation directory for IBM Connections:
1. The wizard automatically detects the IBM Connections package group. Type M to change the default location where the package group is installed.
2. Type N to proceed.
3. To accept the default location for the IBM Connections installation directory, type N.
  To specify a new directory name, type M and enter the new directory name and path.
4. Type N to proceed.

Select the applications that you want to install and then type N to proceed. You can select from the following options:

Important:

The wizard always installs the Home page, News, and Search, Common, Files, Push Notification, Rich Text Editors, and Widget Container applications, which are core features.
Note: If you install Communities and want users to be able to add the Rich Content app in a community, you must also install Wikis now.
Even if you are not planning to configure Cognos® later, install Metrics now so that your application data is captured from the moment that IBM Connections is deployed. Metrics captures your deployment data whereas Cognos is used for viewing data reports. If you install Metrics at a later stage, you will not have any data reports for the period before you installed Metrics.

Option	Description
IBM Connections 5.5	Install all IBM Connections applications.
Activities	Collaborate with colleagues.
Blogs	Write personal perspectives about projects.
Communities	Interact with people on shared projects.
Bookmarks	Bookmark important web sites.
Files	Share files among users.
Forums	Discuss projects and exchange information.
Content Manager	Use this application to manage files using advanced sharing and draft review in content management libraries in Communities. This application requires the Communities application to be installed. Important: If you choose to install IBM Connections Content Manager, you must also select Communities; otherwise installation quits. These two features need to work together.
Metrics	Identify and analyze usage and trends.
Mobile	Access IBM Connections from mobile devices.
Moderation	Forum and community owners can moderate the content of forums.
Profiles	Find people in the organization.
Wikis	Create content for your website.

Enter the details of your WebSphere Application Server environment:
1. Select the WebSphere Application Server installation location that contains the Deployment Manager.
  Note the default path to the WebSphere Application Server installation:
  - AIX: /usr/IBM/WebSphere/AppServer
  - Linux: /opt/IBM/WebSphere/AppServer
  - Windows: C:\Program Files (x86)\IBM\WebSphere\AppServer
2. Enter the properties of the WebSphere Application Server Deployment Manager (DM):
  
  Deployment Manager profile
  
  Name of the DM to use for IBM Connections. The wizard automatically detects any available DMs.
  
  Host name
  
  Name of the host DM server.
  
  Administrator ID
  
  The administrative ID of the DM.
  Note: This ID is set to the connectionsAdmin J2C authentication alias, which is mapped to the following Java EE roles: dsx-admin, widget-admin, and search-admin. It is also used by the service integration bus. If you plan to use security management software such as Tivoli® Access Manager or SiteMinder, the ID that you specify here must exist in the LDAP directory. For more information, see the Switching to unique administrator IDs for system level communication topic.
  Note: This user account needs to be both a WebSphere Application Server administrative user and an LDAP user as described in Giving the IBM Connections administrator access to an existing FileNet deployment.
  
  Administrator Password
  
  The password for the administrative ID of the DM.
  
  SOAP port number
  
  The SOAP port number of the DM. The wizard automatically detects this value.
3. Press Enter to verify the DM information that you entered. The verification process also checks that application security is enabled on WebSphere Application Server. If the verification fails, IBM Installation Manager displays an error message.
  Note: (AIX and Linux) The validation process checks the number of open files that are supported by your system. If the value for this parameter, which is known as the Open File Descriptor limit, is too low, a file open error, memory allocation failure, or connection establishment error could occur. If one of these errors occurs, exit the installation wizard and increase the open file limit before restarting the wizard. To set the file limit, refer to the Installation error messages topic and search for error code CLFRP0042E. The recommended value for IBM Connections is 8192. For more information about the Open File Descriptor limit, see the documentation for your operating system.
4. If the verification check is successful, type N to proceed. If verification fails, press B to reenter the required information.
The wizard creates a dmInfo.properties file under WebSphere Application Server to record details of the cell, node, and server.
Configure the IBM Connections Content Manager deployment option.
Note: This panel only displays if you chose to install the Connections Content Manager feature.
1. Select 1 to use a new FileNet deployment for Connections Content Manager.
  1. Enter the FileNet installer packages location. The four FileNet installers: Content Platform Engine, FileNet Collaboration Services (as part of IBM Content Navigator), the FileNet fix pack, and Content Platform Engine Client, need to be placed into the same folder.
    Note: For Connections Content Manager 5.0 CR1, FileNet Collaboration Services is now a component of IBM Content Navigator 2.0.3, and the installer package names reflect this new delivery mechanism.
  2. Press Enter to validate whether the correct installers could be found.
2. Select 2 to use an existing FileNet deployment for Connections Content Manager.
3. Enter the User Id for the FileNet Object Store administrator user name.
4. Enter password for the FileNet Object Store administrator password.
5. Enter the HTTP URL for the FileNet Collaboration Services server such as: http://fncs.example.com:80/dm.
6. Enter the HTTPS URL for the FileNet Collaboration Services serve such as: https://fncs.example.com:443/dm.
7. Press Enter to validate. You can still continue even if the validation failed. If you are sure that correct information has been specified, then the FileNet server might not be available. Type N to continue; otherwise type B to reenter the information.
Configure your topology. For more information about each option, see Deployment options.

Note: If you chose to use existing deployment of FileNet for Connections Content Manager, the application Connections Content Manager will not show in this topology panel.
- Small deployment:
  1. Type 1 to select the Small deployment topology.
  2. Enter a Cluster name for the topology.
  3. Select a Node.
  4. Enter a Server member name for the node.
  5. Type N to proceed.
- Medium deployment:
  1. Type 2 to select the Medium deployment topology.
  2. Select the default value or enter a Cluster name for each application or for groups of applications. For example, use Cluster1 for Activities, Communities, and Forums.
    Note: IBM Installation Manager creates servers and clusters when required.
  3. Select a Node for each cluster. Accept the predefined node or select a different node.
    Note: These nodes host application server instances that serve IBM Connections applications. You can assign multiple nodes to a cluster, where each node is a server member of that cluster.
  4. Enter a Server member name for the selected node. Choose the default or enter a custom name.
    Note: If you enter a custom server member name, the name must be unique across all nodes in your deployment.
  5. The topology that you specified is displayed. To re-specify any details, type the number that corresponds to the application; for example, type 1 for Activities.
  6. Type N to proceed.
- Large deployment:
  1. Type 3 to select the Large deployment topology.
  2. Enter a Cluster name for each application.
    Note: IBM Installation Manager creates servers and clusters when required.
  3. Select a Node for each cluster. Accept the predefined node or select a different node.
    Note: These nodes host application server instances that serve IBM Connections applications. You can assign multiple nodes to a cluster, where each node is a server member of that cluster.
  4. Enter a Server member name for the selected node. Choose the default or enter a custom name.
    Note: If you enter a custom server member name, the name must be unique across all nodes in your deployment.
  5. The topology that you specified is displayed. To re-specify any details, type the number that corresponds to the application; for example, type 1 for Activities.
  6. Type N to proceed.
Attention: The Connections Content Manager databases will not be shown if you have chosen to use an existing FileNet deployment.

Note: Database information for Global Configuration Data and Object Store must be set correctly, otherwise installation will fail.
Enter the database information:
1. Specify whether the installed applications use the same database server or instance: Type 1 to specify that the applications use same database server or instance; type 2 to specify that they use different database servers or instances.
  Note: If allowed by your database configuration, you can select multiple database instances as well as different database servers.
2. Select a Database type from one of the following options:
  If installing on Windows, Linux, or AIX:
  - IBM DB2 Universal Database™
  - Oracle Enterprise Edition
  - Microsoft™ SQL Server Enterprise Edition
3. Enter the Database server host name. For example: appserver.enterprise.example.com
  If your installed applications use different database servers, enter the database host name for each application.
4. Enter the Port number of the database server. The default values are: 50000 for DB2, 1521 for Oracle, and 1433 for SQL Server.
5. Enter the JDBC driver location. For example:
  - AIX:
    /usr/IBM/WebSphere/AppServer/lib
  - Linux:
    /opt/IBM/WebSphere/AppServer/lib
  - Windows:
    C:\IBM\WebSphere\Appserver\lib
6. Ensure that the following JDBC driver libraries are present in the JDBC directory:
  
  DB2®
  
  db2jcc4.jar and db2jcc_license_cu.jar
  Note: Ensure that your user account has the necessary permissions to access the DB2 JDBC files.
  
  Oracle
  
  ojdbc6.jar
  
  SQL Server
  
  Download the SQL Server JDBC 2 driver from the Microsoft website to a local directory and enter that directory name in the JDBC driver library field.
  The directory must not contain the sqljdbc.jar file, only the sqljdbc4.jar file. Even though the data source is configured to use the sqljdbc4.jar file, an exception occurs if both files are present in the same directory.
7. Enter the Database name, User ID, and Password for each database.
  If each database uses the same user credentials, confirm the Use the same password for all applications question for all applications and then enter the user ID and password for the first database in the list.
  Note:
  If your database type is Oracle, you must connect to the database with the user ID that you used when you created the application database.
8. If you need to make changes, type the number that corresponds to the application that you want to change. Alternatively, type R to reset all the database specifications to their default values.
9. Press Enter to verify your database settings. If the validation fails, check your database settings. When the validation succeeds, click Next.
  IBM Installation Manager tests your database connection with the database values that you supplied. You can change the database configuration later in the WebSphere Application Server Integrated Solutions Console.
  Note: Usually you can continue even if the validation failed because you can change the database settings from WebSphere Application Server Integrated Solutions Console afterward. However, you cannot continue if you entered incorrect information for the IBM Connections Content Manager database because there are database operations during installation. Incorrect database information causes installation to fail. So you must use correct information for IBM Connections Content Manager database.
10. If the verification check is successful, type N to proceed. If verification fails, press B to reenter the required information.
Select the Do Later option, and configure Cognos later through the Cognos Wizard.
Specify the locations of the content stores. Shared content must be read/write accessible by all nodes in a cluster. Both shared and local content stores must be accessible using the same path from all nodes and the DM. Local content is node-specific. Each content store is represented by a corresponding WebSphere variable that is further defined as shared or local.
Note: If you are migrating from IBM Connections 4.5, you must reuse your existing content stores in 5.0 in order to maintain data integrity. For more information, refer to Content store migration.
1. Enter the location of the Shared content store.
  The shared content store usually resides in a shared repository that grants read/write access to the DM and all the nodes. Use one of the following methods to create a shared data directory:
  - Network-based file shares (for example: NFS, SMB/Samba)
  - Storage area network drives (SAN)
  - If you are using a shared-file system on Microsoft Windows, specify the file location as Z:\IC_Share..
    Note: (Windows only) If you use Remote Desktop Connection to map shared folder drives, ensure that you use the same session to start the node agents. Otherwise, the shared drives might be invisible to the nodes.
  - If you are installing Connections as non-administrator user, you need create the EnableLinkedConnections registry entry in DWORD (32-bit) value 1 under the registry subkey HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System\ and restart your computer before mapping a network location to local drive. If you do not you may not select the network drive as Shared Content Store.
2. Enter the location of the Local content store.
3. Press Enter to verify that the account that you are using to install IBM Connections has write access to the content store.
4. Click Next.
Select a Notification solution. Notifications are email messages to users about new information and events in your IBM Connections deployment.
- Enable Notification only.
  Use notifications but without the ReplyTo capability.
- Enable Notification and ReplyTo.
  Use notifications and the ReplyTo capability. To use ReplyTo, your mail server must be able to receive all the replies and funnel these replies into a single inbox. IBM Connection connects to the mail server using the IMAP protocol.
- None.
  Do not use a notification solution in your IBM Connections deployment. You can configure notifications after installation. Refer to Configuring notifications for more information.
If you chose a mail notification option, select and specify a mail server solution.
- WebSphere Java™ Mail Session: Use a single mail server for all notifications. Select this option if you can access an SMTP server directly using the host name.
  Identify the mail server to use for sending email:
  
  Host name of SMPT messaging server
  
  Enter the host name of the preferred SMPT mail server.
  
  This SMTP server requires authentication
  
  Enter Y to force authentication when mail is sent from this server.
  
  User ID
  
  If the SMTP server requires authentication, enter the user ID.
  
  Password
  
  If the SMTP server requires authentication, enter the user password.
  
  Encrypt outgoing mail traffic to the SMTP messaging server using SSL
  
  If you want to encrypt outgoing mail to the SMTP server, press Y.
  
  Port
  
  Press Enter to accept the default port of 25, or enter 465 if you are using SSL.
- DNS MX Records: Use information from DNS to determine which mail servers to use. Select this option if you use a Domain Name System (DNS) server to access the SMTP messaging server.
  
  Messaging domain name
  
  Enter the name or IP address of the messaging domain.
  
  Choose a specific DNS server
  
  To specify a unique SMTP server, press Y.
  
  DNS server for the messaging servers query
  
  Enter the host name or IP address of the DNS server.
  
  DNS port used for the messaging servers query
  
  Enter the port number that is used for sending queries using the messaging server.
  
  This SMTP server requires authentication
  
  Enter Y to force authentication when mail is sent from this server.
  
  User ID
  
  If SMTP authentication is required, enter the administrator user ID for the SMTP server.
  
  Password
  
  If SMTP authentication is required, enter the password for the administrator user of the SMTP server.
  
  Encrypt outgoing mail traffic to the SMTP messaging server using SSL
  
  If you want to encrypt outgoing mail to the SMTP server, press Y.
  
  Port
  
  Press Enter to accept the default port of 25, or enter 465 if you are using SSL.
- If you specify Do not enable Notification, IBM Installation Manager skips the rest of this step. You can configure notification later.
If you selected the Notification and ReplyTo option, configure the ReplyTo email settings. IBM Connections uses a unique ReplyTo address to identify both the person who replied to a notification and the event or item that triggered the notification.
1. Enter a domain name. For example: mail.example.com.
  Note: This domain name is used to build the ReplyTo address. The address consists of the suffix or prefix, a unique key, and the domain name.
2. The reply email address is given a unique ID by the system. You can customize the address by adding a prefix or suffix, using a maximum of 28 characters. This extra information is useful if the domain name is already in use for other purposes. Select one of the following options:
  None
  
  Use the ID generated by the system.
  
  Prefix
  
  Enter a prefix in the Example field.
  
  Suffix
  
  Enter a suffix in the Example field.
  
  As you select an option, the wizard creates an example of the address, combining your selection with the ID generated by the system.
  For example:
  - unique_id@domain
  - prefix_unique_id@domain
  - unique_id_suffix@domain -
3. Specify the details of the mail file to which ReplyTo emails are sent:
  
  Server
  
  The domain where your mail server is located. For example: replyTo.mail.example.com.
  
  User ID
  
  The user account for the mail server. The user ID and password are credentials that IBM Connections will use to poll the inbox on the mail server to retrieve the replies and process the content. IBM Connections connects to the mail server using IMAP.
  
  Password
  
  Password for the user account. The user ID and password are credentials that IBM Connections will use to poll the inbox on the mail server to retrieve the replies and process the content. IBM Connections connects to the mail server using IMAP.
4. Type N to proceed.
Note: You can modify the ReplyTo settings after installation. To edit the domain name and prefix or suffix, edit the news-config.xml file. To edit the server and authentication details, log in to the WebSphere Application Server Integrated Solutions Console and navigate to the Mail Sessions page, where you can edit the configuration.
Review the information that you entered. To revise your selections, press B. To continue installing, press N.
To install the product, press I. To generate a response file, press G.
Review the result of the installation. Press F to exit the installation wizard.
Restart the Deployment Manager.
- AIX or Linux: Open a command prompt and change to the app_server_root/profiles/Dmgr01/bin directory. Enter the./stopManager.sh command and then enter the ./startManager.sh command.
- Windows: Stop and restart the Deployment Manager service.
Start all the federated nodes and enter the startNode command. Repeat these steps for each node:
1. Log in to a node.
2. From a command line, change to the profile_root/bin directory.
3. Enter the startNode command for your operating system:
  - AIX or Linux: ./startNode.sh
  - Windows: startNode.bat
Log in to the Integrated Solutions Console on the DM to perform a full synchronization of all nodes.
1. Go to System administration > Nodes.
2. Select the nodes and click Full Resynchronize.
Note: Wait until the DM copies all the application EAR files to the installedApps directory on each of the nodes. This process can take up to 30 minutes.
To verify that the DM has distributed the application EAR files to the nodes, check the SystemOut.log file of each node agent. The default path to the SystemOut.log file on a node is profile_root/logs/nodeagent.
Look for a message such as the following example: ADMA7021I: Distribution of application application_name completed successfully. where application_name is the name of an IBM Connections application.
Restart the Deployment Manager.
Start all your IBM Connections clusters:
1. Log in to the Integrated Solutions Console on the DM.
2. Navigate to Servers > Clusters > WebSphere Application server clusters.
3. Select the IBM Connections clusters and click Start.
Note: If some applications do not start, the file-copying process might not have completed. Wait a few minutes and start the applications. In case the Connections applications are installed on different clusters, the cluster start order should start with the core features, then move to the other features:
- Hompage cluster
- News cluster
- Search cluster
- Common cluster
- Files cluster
- Push Notification cluster
- Rich Text Editor cluster
- Widget Container cluster
The other features include.
- Activities cluster
- Blogs cluster
- Bookmarks cluster
- Communities cluster
- Forums cluster
- Metrics cluster
- Moderation cluster
- Profiles cluster
- Wikis cluster

Results

The installation wizard has installed IBM Connections in a network deployment.

To confirm that the installation was successful, open the log files in the connections_root/logs directory. Each IBM Connections application that you installed has a log file, using the following naming format: application_nameInstall.log, where application_name is the name of an IBM Connections application. Search for the words error or exception to check whether any errors or exceptions occurred during installation.

To view the log file for system events that occurred during the installation, open the date_time.xml file, where date_time represents the date and time of the installation. The file is located by default in the following directory:

AIX or Linux (root user): /var/ibm/InstallationManager/logs
AIX or Linux (non-root user): /home/user/var/ibm/Installation Manager/logs where user is the non-root user name
Windows Server 2008 64-bit: C:\ProgramData\IBM\Installation Manager\logs

What to do next

Complete the post-installation tasks that are relevant to your installation. For more information, see the Post-installation tasks topic.

Accessing network shares:

If you installed WebSphere Application Server on Microsoft Windows and configured it to run as a service, ensure that you can access network shares. For more information, see the Accessing Windows network shares topic.