Installing HCL DX on AIX using a graphical user interface

Use the IBM Installation Manager to install HCL Digital Experience (DX), IBM WebSphere Application Server, and the Apache Derby database.

The installation program verifies the operating system and its prerequisites, available disk space, and any required software prerequisites before installation. You cannot install two instances of the server at the same time, even if you are installing to different directories. You must install each server completely before you install the next one.

Preparing the installation

1. Download and extract the latest HCL DX Cumulative Fix (CF) from the My HCLSoftware download portal (for example, HCL-DX-CF237_Server_Update.zip) to a local directory (for example, /opt/HCL/INSTALL/CF237).

2. Start all servers and applications that require a port value to avoid port conflicts when you install HCL DX. If you are installing multiple copies of HCL DX on your server, start the existing Configuration Wizard servers.

   Note

   The cw_profile port value defaults to 10200. If you install a second version of DX on the same server, you must customize the cw_profile port value by adding -Dcwprofile_startingport=new_starting_port_number to the InstallationManager_root/InstallationManager/eclipse/tools/imcl.ini file.

3. Open a terminal and navigate to the <InstallationManager_root>/eclipse/tools directory:

   cd <InstallationManager_root>/eclipse
   

   For example:

   cd /IBM/InstallationManager/eclipse
   

4. (Optional) If you use a remote X server (such as Xming) and install as the root user, configure X11 authentication:

   1. Run xauth list and record the token string of the current user.
   2. Run sudo su.
   3. Run xauth add <token_string> using the token recorded in substep 1.
   4. Run export LIBPATH=/opt/freeware/lib:$LIBPATH.
   5. Run export DISPLAY=localhost:10.

5. Start IBM Installation Manager:

   ./IBMIM
   

6. Complete the following steps to add the repositories where the installation media exists:

   1. Navigate to File > Preferences > Repositories.
   2. Select Add Repository.

   3. Select Browse, select the repository file, and then select OK. Repeat this action for each required repository.

      For example, when installing the Web Content Manager (WCM) 9.5 offering:

      1. Add the following DX repositories:

         <DX-install-image>/SETUP/products/IFPI59896/8.5.0.0-WP-Server-IFPI59896.zip
         <DX-install-image>/SETUP/products/JDK805/repository.config
         <DX-install-image>/SETUP/products/WASND905/repository.config
         <DX-install-image>/SETUP/products/WP85_Server/repository.config
         <DX-install-image>/SETUP/products/WP95_Server/repository.config
         <DX-install-image>/SETUP/products/WP85_WCM/repository.config
         <DX-install-image>/SETUP/products/WP95_WCM/repository.config        
         

      2. Add the latest CF repository:

         <DOWNLOAD_FOLDER>/<CF_version>/repository/repository.config
         

   4. Select Test Connections to verify that IBM Installation Manager can access all repository directories.

   5. Select Apply.
   6. Select OK.

Installing IBM WebSphere Application Server

Important

Installing HCL DX on AIX requires a specific sequence. You must install IBM WebSphere Application Server and its IBM SDK before installing Portal Server and WCM. Do not select all product offerings at the same time to avoid installation errors.

1. On the main IBM Installation Manager page, select Install.

2. Select the following packages for the initial installation, and then select Next:

   • IBM WebSphere Application Server Network Deployment 9.0.5.0
   • IBM SDK, Java Technology Edition, Version 8

   Note

   • If an IBM WebSphere Application Server Network Deployment 9.0.5.x is already installed, skip this step.
   • For new installations, you must have IBM WebSphere Application Server & SDK Java version 8.0.3 installed to install HCL DX on top of it.
   • You must select the IBM WebSphere SDK Java Technology Edition package for HCL DX, even though it is labeled Optional on the Select packages to install page.

3. Accept the license agreement, and then select Next.

4. Specify the shared resources directory (for example, /opt/IBM/IMShared), and then select Next.

5. On the New package group page, configure the package group and installation directory:

   1. Select Create a new package group.
   2. Enter the installation directory for IBM WebSphere Application Server (for example, /opt/IBM/WebSphere/AppServer).
   3. Under Architecture Selection, select 64-bit.
   4. Select Next.

   Note

   The installation directory must be empty and cannot contain spaces or special characters.

6. Select the translation packages to install (English is selected by default), and then select Next.

7. On the Features page, select any optional features to install (such as Sample applications), and then select Next.

8. On the Summary page, review the package selections, and then select Install.

   Note

   This step installs IBM WebSphere Application Server 9.0.5.x and its SDK as prerequisites for HCL DX.

9. When the installation completes, under Which program do you want to start?, select None, and then select Finish.

Installing HCL DX

1. On the main IBM Installation Manager page, select Install.

2. Select IBM WebSphere Portal Server 8.5.0.0 and any packages required for your offering, and then select Next:

   • IBM Web Content Manager 8.5.0.0 for HCL WCM
   • IBM WebSphere Portal Enable 8.5.0.0 for HCL Portal Enable
   • IBM WebSphere Portal Extended 8.5.0.0 for HCL Portal Extended

3. On the Select Fixes page, select the 8.5.0.0-WP-Server-IFPI59896 8.5.0.20161201_1732 iFix, and then select Next to continue. Ignore any operating system warnings.

   Note

   This iFix is required when installing Portal 8.5 on IBM WebSphere Application Server 9.0 using Java 8.

4. Accept the license agreement, and then select Next.

5. On the New package group page, enter the installation directory for Portal Server (for example, /opt/HCL/PortalServer), and then select Next.
6. On the Install Packages page, ensure that all required features are selected, and then select Next.
7. Select the IBM WebSphere Application Server directory (for example, /opt/IBM/WebSphere/AppServer), and then select Next.
8. Under Configuration Wizard Credentials, enter the administrator username and password (for example, wpsadmin), and then select Next.
9. Under Configuration Mode, select Standard.

10. Enter the server details, and then select Next:

    • In Host name, enter the fully qualified AIX hostname.
    • In Node name, enter a node name (for example, DXNode1).
    • In Cell name, enter a cell name (for example, DXCell1).

11. Under Admin Credentials for Portal Server, enter the portal administrator username and password (for example, wpsadmin), and then select Next.

12. On the Summary page, review the package selections, and then select Install.

13. When the installation completes, under Which program do you want to start?, select None, and then select Finish.

    Note

    When the installation completes, the WebSphere_Portal server instance starts automatically. Stop all server instances before updating to version 9.5.

14. Open a terminal, navigate to the <wp_profile_root>/bin directory, and stop the WebSphere_Portal server instance.

    cd /opt/HCL/wp_profile/bin
    ./stopServer.sh WebSphere_Portal
    

    If prompted, enter the IBM WebSphere Application Server administrator username and password.

15. Navigate to the /opt/IBM/WebSphere/AppServer/profiles/cw_profile/bin directory and stop the server1 instance:

    cd /opt/IBM/WebSphere/AppServer/profiles/cw_profile/bin
    ./stopServer.sh server1
    

    If prompted, enter the IBM WebSphere Application Server administrator username and password.

16. Verify that all IBM WebSphere Application Server and HCL DX instances are stopped before continuing.

Installing the latest CF version

1. On the main IBM Installation Manager page, select Update.

2. On the Update Packages page, select IBM WebSphere Portal Server v8.5, and then select Next.

   If prompted for an IBM ID password, select Cancel. You might be prompted multiple times before you can proceed.

3. Ensure that the CF version is selected (for example, IBM WebSphere Portal Server - Version CF237 for v8.5, V9.0 and V9.5), and then select Next.

   Note

   If an unsupported operating system warning appears, ignore the message and select Next.

4. Accept the license agreement, and then select Next.

5. Ensure that Portal Server Profile is selected, and then select Next.
6. Select Update.
7. On the The packages are updated page, select Finish.
8. Open a new terminal and navigate to the <wp_profile_root>/PortalServer/bin/ folder. (for example, /opt/HCL/wp_profile/PortalServer/bin).

9. Update the profile to the latest CF:

   ./applyCF.sh -DPortalAdminPwd=<password> -DWasPassword=<password>
   

   Ensure that the script displays the following message:

   SUCCESS: Update to Cumulative Fix completed successfully.
   

   Note

   When the update completes, the WebSphere_Portal server instance starts automatically. Stop the server instance before updating the environment to version 9.5. For more information, refer to Applying a Combined Cumulative Fix

10. Navigate to the <wp_profile_root>/bin directory and stop the WebSphere_Portal server instance:

    cd /opt/HCL/wp_profile/bin
    ./stopServer.sh WebSphere_Portal
    

    If prompted, enter the IBM WebSphere Application Server administrator username and password.

Updating HCL DX to v9.5

1. On the main IBM Installation Manager page, select Install.

2. On the Install Packages page, select all version 9.5 packages for your offering, and then select Next:

   • HCL Portal Server 9.5
   • HCL Web Content Manager 9.5

   If an unsupported operating system warning appears, ignore the message, and then select Next.

3. Accept the license agreement, and then select Next.

4. On the Install Packages page, select Use the existing package group, and then select Next.
5. Enter the administrator usernames and passwords for IBM WebSphere Application Server and HCL Portal Server, and then select Validate Credentials.
6. When validation completes, select Next.

7. On the Summary page, select Install.

   Note

   During installation, ConfigEngine tasks run automatically to upgrade the portal from version 8.5 to version 9.5. You do not need to upgrade the profile manually.

8. On the Packages are installed page, select Finish, and then close IBM Installation Manager.

Next Steps

• Enable version 9.5 user interface features. For more information, refer to Enabling Practitioner Studio.
• Update IBM WebSphere Application Server and its SDK to the latest fix pack using IBM Installation Manager. For more information, refer to Recommended updates for WebSphere Application Server.

Related information

A Step-by-Step Guide to Installing Portal 9.5