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 the 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 Deployment Automation. Deployment 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

   Install the server using the Deployment Automation server installer for your platform.

   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 Deployment Automation server.

   See Server Installation.

4. Install agent relays (optional)

   If you are using an agent relay, install the agent relay using the Deployment Automation agent relay installer for your platform. Agent relays are not needed in a simple installation, but are needed if the server and agents need to communicate over firewalls or if you are configuring a high-availability, enterprise-level implementation.

   See Agent Relay Installation.

5. Install agents

   Install agents on target machines that will communicate with the server using the Deployment Automation agent installer for your platform. When installing an agent, you supply several values defined during server installation. If you are using an agent relay, the agent relay must be installed first so that you can specify the agent relay host information for the agent to use for connection.

   See Agent 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 Resources page. A value of Online in the agent's Status field means the agent is successfully connected.

   See Running Deployment Automation.

7. Configure your Deployment 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.