Installation Checklist

A basic configuration consists of a server, a database, and at least one agent. In production environments, each of these should be installed on separate machines.

The following section summarizes basic installation steps.

1. Review installation recommendations and system requirements

   Review the installation considerations and system requirements.

   See Installation Considerations for Optimal Performance and System Requirements.

2. Install the database

   Create an empty database for Release Automation. Release Automation supports Oracle, MySQL, and Microsoft SQL Server. Complete the database installation by configuring the appropriate JDBC driver, which is typically supplied by the database vendor.

   Note: The installation package includes a lightweight database, Derby, that can be used for evaluation purposes.

   See Database Installation.

3. Install the server

   Download the server, agent, agent relay, and other installation packages as needed from the Serena support website at http://www.serena.com/support.

   Note: Release Automation servers may be installed on Windows using the Release Manager installer. For situations where you need to install on UNIX/Linux or install a second server, you should use the Release Automation standalone installer. If you are installing the server using the Release Manager installer, see the Serena Release Manager Getting Started Guide.

   Skip to the next step if you have finished the installation and configuration in the Release Manager installer and SBM Configurator.

   If you are using the Release Automation standalone installer, the installer automatically installs or points to the supporting application server and JRE. It will prompt you to supply values for the IP address, ports for HTTP communication, and other connection information.

   Note: (UNIX/Linux) Root privileges are required to install the Serena Release Automation server.

   See Server Installation.

4. Install agents

   Agents are installed on target machines and communicate with the server. When installing an agent, you supply several values defined during server installation. An agent requires various access privileges for the machine where it is installed, which are described in that section.

   See Agent Installation.

5. Install agent relays (optional)

   If you are using an agent relay, install the relay.

   See Agent Relay Installation.

6. Validate the installation

   Start the server and agents. To determine if the agent is in communication with the server, display the web application's Resource pane. A value of Online in the agent's Status field means the agent is successfully connected.

   See Running Release Automation.

7. Configure your Release Automation system as needed

   Configure Server Communication, Single Sign-On (SSO), Secure Socket Layer (SSL), File Versioning, Users, Groups, Roles, and so on as needed for your organization. This may include loading additional automation plug-ins to use in your component processes. See corresponding sections for details as listed in Installation and Configuration.