Run Setup - Red Hat Linux 3 and Solaris 8

The graphical interface option uses the setup program to guide you through the installation process.

You can begin Optim™ Server installation from a graphical interface in one of two ways:
  • Mount the Optim Server DVD. From File Manager or a console window, navigate to the DVD-ROM drive and start setup.
  • If you copied the contents of the Optim Server DVD to a network drive, navigate to the drive from File Manager or a console window, and start setup.

Begin Optim Server Installation - Red Hat Linux 3 and Solaris 8

This section describes how to begin the Optim Server installation.

When you launch setup, a prompt for options and arguments displays.

Action: Run dialog - prompts for options and arguments

Do not enter options or arguments. Click OK to continue.

The progress of a Sun Java™ Runtime Environment, which launches an installation program wizard, is displayed initially.

Run dialog with Java Runtime Environment progress

The installation program wizard displays a Welcome panel. The Welcome panel reminds you that at the conclusion of the installation process, you must manually modify the configuration files before you can run Optim.

Optim Server Setup Welcome panel

Click Next to continue.

Troubleshooting Setup - Red Hat Linux 3 and Solaris 8

This section describes how to troubleshoot Setup.

If the installation program wizard or Welcome panel fails to display, check the following:

  • The DISPLAY environment variable must be set to a value that points to the graphical workstation session used to run the setup program.
  • The signature of the mounted Optim DVD must not contain the character “#”. When Automount is used on a Sun Solaris machine to mount a DVD, it creates a unique signature for the DVD, which is usually the DVD's volume label. If another DVD with a matching volume label is mounted, Automount appends a #n to the end of the volume label to generate a unique signature. This can occur if two versions of an Optim DVD are mounted, and UNIX has not been rebooted between mounts. If this occurs, you must shut down Automount and restart it.
  • The temporary directory used by the setup program may be full. The default temporary directory is /var/tmp. To change the temporary directory, you can run the setup program with the following parameters:
             ./setup -is:tempdir /your_tmp_dir

    where /your_tmp_dir is the name of the temporary directory.

    If the setup program still fails to start the installation program wizard, you can run the setup program in console mode with the following parameters:

             ./setup -console -is:javaconsole

    The default destination directory used by the setup program is

             /opt/IBM/Optim

    To change the destination directory in console mode, you can run the setup program with the following parameters:

           ./setup -console -is:javaconsole -P Main.installLocation=/your_dest_dir

    where /your_dest_dir is the name of the destination directory.

    To change the temporary directory in console mode, you can run the setup program with the following parameters:

             ./setup -console -is:javaconsole -is:tempdir /your_tmp_dir

    where /your_tmp_dir is the name of the temporary directory.

Software License Agreement - Red Hat Linux 3 and Solaris 8

This section describes the Optim Software License Agreement.

The next dialog prompts you to read the License Agreement.

Optim Server Setup dialog - Software License Agreement

You must accept the terms of the license agreement in order to enable the Next button and continue the installation. After you select the option accepting the licensing agreement, click Next to indicate that your company agrees to its provisions.

Choose Destination Location - Red Hat Linux 3 and Solaris 8

This section describes how to choose the destination location.

The Server must be installed in a directory. When the following dialog opens, a default path and directory name are provided.

Optim Server Setup dialog - Choose Destination Location
Directory Name
Enter the directory path for installing the Server. To change the path, type over the path provided, or click Browse. If you indicate a directory that does not exist, setup creates it. Setup also creates the subordinate directories, RT and Bin.
Browse
Click Browse to open the Choose Folder dialog where you can select a different folder for installing the Server.

To continue, click Next.

Shut Down the Server - Red Hat Linux 3 and Solaris 8

This section describes how to shut down the Server.

If you are installing the Server for the first time or if you are reinstalling a current version of the Server on a machine that has no other Server installations, simply click Next to continue with setup.

Optim Server Setup dialog - Shut down the server

However, if you are installing the Server in the same directory as any running Server or command-line process, or you are running a Server or a command-line process under the same user id that is running setup, you must stop one or more Optim Servers or Optim command-line processes.

Before shutting a Server down, you must log on as the processing user account for the Server and run the following commands:
  • mwcleanup
  • mwadm stop

If the services cannot be stopped because they are in use, you may see a message. You must then wait until the services end after all Optim command-line processes that use them have exited and all Optim Servers that use them have been stopped. You can periodically check the status of the services with the mwadm status command. If you want to force-stop the services, you can enter the mwadm stop -f command. However, use this command as the last resort as it will force-terminate all running Optim programs that are using the services being stopped.

Select Components - Red Hat Linux 3 and Solaris 8

This section describes how to select components.

The Select Components dialog lists the features available for installation. All components are selected by default.

Optim Server Setup dialog - Select Components
Optim Server Executable Files

Select this check box to install all files, including shell scripts and configuration files, needed to run the Server in a Solaris, HP-UX, AIX® or Linux operating environment.

Upon completion of the installation process, you are prompted to modify the shell scripts and configuration files to suit your environment.

Sample Files

Select this check box to install sample Extract Files. For more information about samples, refer to Samples.

Optim - Open Data Manager Interface

Select this check box to install Open Data Manager (ODM), which is used with external applications to access data in Archive Files. ODM requires a product license and is required for installations of certain Optim application-aware solutions. If ODM is needed, the Installation Guide for the Optim application-aware solution directs you to select ODM. Refer to Open Data Manager for ODM installation instructions.

To continue, click Next.

Confirmation - Red Hat Linux 3 or Solaris 8

This section describes how to confirm your destination location and the features selected for installation.

Setup displays the destination location, the features selected for installation, and the space required for your confirmation. To change the destination or selection of features, click Back to return to the previous dialog.

Optim Server Setup dialog - Confirmation

To begin the installation, click Next.

A progress indicator allows you to monitor the progress of the installation.

Optim Server Setup dialog - Installation progress

Edit Scripts and Configuration Files - Red Hat Linux 3 or Solaris 8

This section describes how to edit scripts and configuration files.

You must modify shell scripts and configuration files before you can start the application the first time. Setup installs the rtedit command file to launch your default editor so that you can make these modifications.

Optim Server Setup dialog - Edit scripts and configuration files

When you click Next, setup displays information about the shell scripts and configuration files to help you select files to modify. You can scroll the display to read information about each file.

Optim Server Setup dialog - Information about shell scripts and configuration files

For new installations, a working version and a sample version of each shell script and configuration file are installed. The sample version of each file has the file extension .sam.

For upgrade installations, only the sample scripts and files are installed, and existing samples are automatically renamed with the extension .bak. This feature prevents overwriting of your working scripts and files, and allows you to compare existing versions with new sample versions.

When you click Next, you are prompted to edit each shell script and configuration file.

Optim Server Setup dialog - Prompt to edit shell scripts and configuration file
  • The RTSETENV shell script is included in a user “.profile” or “.login” script to define the operating environment for the Server. This script sets up the Server daemon or command-line environment on login. A UNIX environment requires certain environment variables to create default settings. For detailed information needed to edit this file, refer to RTSETENV Shell Script.
  • The RTSERVER shell script contains a series of useful commands that allow you to manipulate the Server process. This script does not need modification. For detailed information needed to edit this file, refer to RTSERVER Shell Script.
  • The RT4S shell script is used to start or stop the Server from init(1) processing. This script should be executed only as part of the system boot procedure. Generally, the script does not need modification, unless the Server is installed in a directory other than the default directory, /opt/IBM/Optim, or the Server will be run under a user account other than root. For detailed information needed to edit this file, refer to RT4S Shell Script.
  • The pstserv configuration file (pstserv.cfg) is used to configure the system to run the Server daemon. Before you run the Server daemon, you must modify the file to reflect your site requirements. For detailed information needed to edit this file, refer to Pstserv Configuration File.
  • The pstlocal configuration file (pstlocal.cfg) is used to configure the system for running the Command Line Utility. For detailed information needed to edit this file, refer to Pstlocal Configuration File for the Command Line Utility.
  • The locale.conf file provides locale conversion information between platforms. You can use this file to provide additional locale conversion information. For detailed information needed to edit this file, refer to LOCALE.CONF Conversion File.

If you choose to update a file, the default text editor is launched, displaying the corresponding file.

Text Editor dialog - locale conversion file
Note: The installation program saves setup information in a file named vpd.properties, located in your home directory. This file contains information about the current Optim installation like the options that have been installed and the Optim install directory. If you manually delete the Optim directory, you should also delete this file.

Sign the Optim Exit - Red Hat Linux 3 or Solaris 8

This section describes how to sign the Optim exit.

When the Sign Optim Exit dialog appears, click Yes to sign the default exit included with Optim or click No to skip this step; then click Next. Optim Server Setup dialog - Sign Optim exit

You must sign the default exit or a custom exit supplied by you to use Optim, but you can only sign the default exit during setup. (See The Optim Exit in UNIX for detailed information on the Optim default exit and user-supplied exits.)

Note: If you want to sign a custom, user-supplied exit, you must run a script file, called opmusign, following installation, as described in Signing a User-Supplied Exit in UNIX - Red Hat Linux 3 or Solaris 8.

If you select Yes on the Sign Optim Exit dialog to sign the default exit, setup will open a separate terminal window to sign the default exit. Terminal window - Prompt for Optim credentials

Type your company credentials when prompted for that information. Your company credentials consist of the company ID, Name, and Password assigned to your organization when you received Optim. All three entries are case-sensitive, and you must enter them in the format provided to you. Press Enter after each prompt to display the next prompt. After you specify your company ID, for example, press Enter to display the Name prompt.
Terminal window - Prompts for Company ID, Name, and Password
Note: If any of the company credentials you specified are incorrect, an Invalid Credentials Specified dialog will prompt you to enter your credentials again, as described in The Invalid Credentials Specified Dialog - Red Hat Linux 3 or Solaris 8 . If there are any other exit-related problems, a Sign Optim Exit Failed dialog will prompt you to correct those errors, as described in The Sign Optim Exit Failed Dialog - Red Hat Linux 3 or Solaris 8 .

Read Me - Red Hat Linux 3 or Solaris 8

This section describes the Read Me file.

After editing and saving the files, you are prompted to view the readme.txt file, containing installation notes and information.

Optim Server Setup dialog - Prompt to View Readme File

Remove Temporary Files - Red Hat Linux 3 or Solaris 8

This section describes how to remove temporary files.

During installation, Optim creates several temporary log and error files, and stores those files in a /tmp/softech directory. Optim support personnel use those files to diagnose any problems encountered during installation. If installation was successful, you should remove those files when prompted to do so on the Remove Temporary Files dialog. (If you do not delete the temporary files and you do another install using a different user ID, the old files will prevent the new files from being created.)

Select Yes and click Next on the Remove Temporary Files dialog to delete the temporary .log and .err files stored in the /tmp/softech directory, as indicated in the following example.

Optim Server Setup dialog - Prompt to remove temporary files
Note: The /tmp/softech directory only contains files concerning the installation of Optim. It does not contain any files concerning the signing of the default exit; that information is stored in the rt/temp directory, so if installation was successful, you should delete the temporary files in the /tmp/softech directory, even if you did not sign the default exit.

Setup Complete - Red Hat Linux 3 or Solaris 8

This section describes how the installation process completes.

At the conclusion of the installation, a dialog indicates the Server has been successfully installed. Click Finish and close the console window to complete the installation process. Optim Server Setup dialog - Setup Complete



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