Installing a Unix Master

To install a Unix Master:

  1. Download the Tidal Automation Base Product software for your environment from the support portal.

  2. Extract the files.

  3. Copy install.bin from the UnixMaster directory to the target machine.

  1. Change the permissions on the copied install.bin file to make the file executable by entering:

    chmod u+x install.bin

  2. Begin the installation program after copying the file to the directory by entering:

    sh ./install.bin

    The installation splash screen is displayed when the program starts, and the Introduction panel follows.

  3. Click Next after reading the introductory text that explains how to cancel the installation or modify a previous entry on a previous screen.

    Note: On the Choose Installation Folder panel, enter the directory path to the location where you wish to install the Master files or click Choose to browse through the directory tree to the desired directory.

  4. Click Next. The Select Appropriate Master panel is displayed.

    Note: The Master machines, primary and backup, must have mirror configurations, meaning that both machines must use the same version of the operating system and JVM for fault tolerance to operate correctly.

  5. Choose whether you are installing a Primary or Backup Master.

    The only instance you would select the Backup option is if you are installing fault tolerance, which requires a special license. If you are installing fault tolerance, install the Primary Master before you install the Backup Master. See Installing Fault Tolerance for more information.

  6. Click Next. The Disaster Recovery panel is displayed.

    Note: By default, the option No is selected. Select Yes if you want to install Master in the Disaster Recovery mode.

  1. Click Next. The Database Type panel is displayed.

  1. Choose one of these options:

    • MSSQL Server. Select the required option.

    • ORACLE Server. Select the required option.

    • PostgreSQL. Select the required option.

  1. Click Next. The Select Admiral Database Creation Option screen is displayed.

  2. Choose Automatic or Manual. Click Next.

  3. Specify the wallet configuration path if you have selected the ORACLE Server option from the Database Type screen and the Autonomous Database option in the ORACLE Option screen.

  1. Click Next. Specify the DB Login ID, Password, and Consumer Group to connect to the Oracle Autonomous database.

    TA requires a database to store job information. The installation program will create the database automatically unless you select the Manual option. The automatic database creation process creates a schema called ‘tidal’ and three tablespaces:

    • ADMIRAL_DATA

    • ADMIRAL_INDEX

    • ADMIRAL_TEMP

    If the schema name or any of the names of the tablespaces is used already, the installation will fail.

    Note: The schema tidal mentioned above is not the default for Oracle DBaas. This can be customized.

    Note: The tablespaces mentioned above are displayed only when you select Oracle database.

  2. Click Next. If you have not selected the Autonomous Database option from the ORACLE Option screen, the Enter DBA UserName and Password dialog is displayed.

    TA must be able to access the Oracle database. You must provide the username and password required to access the database. Your DBA can provide this information. The specified database user will create the ‘tidal’ schema and its three tablespaces.

  3. Click Next. The JDBC Driver Information panel is displayed.

  4. Provide this information so the Unix Master can connect to the database:

    • Database Hostname – Name of the computer that hosts the database.

      Note: The Master should not be installed on hosts with underscores in their names or the JMS connections will fail between components.

      Note: If configuring with the SQL Server Cluster, enter the Virtual IP address in the Database Hostname fie.

    • Port Number – Port number to connect to the database

    • Service Name– Name of the Oracle database instance

    • Database Name – The Admiral database name. is displayed only when the MSSQL database is selected.

    • Custom JDB URL (Optional) – JDBC URL for RAC (mandatory). A sample custom JDBC URL for RAC:

    jdbc:oracle:thin:@(DESCRIPTION=(ADDRESS_LIST=(ADDRESS=(PROTOCOL=TCP)(HOST=<node1>)(PORT=1521))(ADDR ESS=(PROTOCOL=TCP)(HOST=<node2>)(PORT=1521))(LOAD_BALANCE=ON)(FAILOVER=ON))(CONNECT_DATA=(SERVICE_N AME=<PDB Name>)))

    Note: The Service Name is case-sensitive. Specify the pluggable Database (PDB) name for Multi-tenant/Oracle Database 21c/RAC/Data Guard.

  1. Provide the DATA folder in the Admiral Database and Transaction Log File Path panel for the MSSQL database.

    Note: The Admiral Database and the Transaction Log File Path should be entered based on the SQL server installed location (Windows or Unix).

  2. Provide the DATA Size information in the Database Size panel for the MSSQL database.

  3. Click Next. The Test JDBC Connection panel is displayed.

  4. Click Test JDBC Connection to verify that the information configuring the database connection is correct. The installation program must be able to connect to the database before the installation can continue.

    Note: If the connection to the database cannot be established, an error message is displayed explaining what needs to be fixed.

    If the database cannot be accessed, you must resolve the issue before proceeding with the installation service name is case-sensitive.

    When the program accesses the database, a “Connection Successful” message is displayed.

  5. Enter these fields in the Database User screen.

    • User Name: Enter a name for the user. The default username is tidal. The username can be modified.

    • Password– Enter the password.

    • Re-enter Password – Reenter the password.

  1. Click Next. The Admiral Tablespace Installation panel is displayed.

  2. Specify the location for the Oracle tablespace directories to be created.

    To use any location other than the default location, enter the directory paths to the ADMIRAL_DATA, ADMIRAL_INDEX, and ADMIRAL_TEMP tablespaces. Do not change the actual data file names. Change only the directory paths.

    • If your database is on a Windows platform, use Windows pathname syntax (for example, C:\Program Files\Microsoft SQL Server\MSSQL\Data).

    • Use the proper Unix directory syntax if your database is on the Unix platform.

      Example: /opt/oracle/oradata/Admiral/ADMIRAL_DATA).

      Note: If you selected the RAC option from the ORACLE Option screen, you should enter the Custom JDBC URL along with the database server details.

  1. Click Next. The Database Read-Only User panel is displayed.

    Select Create Read-Only User option to create a read-only user in the Master database. If the read-only user already exists, then select the Read-Only User already exists option.

  1. If you select Create Read-only User option and click Next, the Database Read-Only User creation panel is displayed.

    Enter these values:

    • Login ID – Enter the login ID to create read-only user.

    • Password – Enter the password to create read-only user.

    • Confirm Password – Reenter the password.

    Note: This user is created in Master database while installing Primary Master. This user is also used to connect Master database as read-only while installing Client Manager.

  1. Click Next. The Master Host Name panel is displayed.

  2. Enter the hostname (or machine name) of the machine that you are installing the Unix Master on. Do not use the domain name.

  3. Click Next. The TA SUPERUSER panel is displayed.

    • Enter the domain name of the initial TA configuration Super User.

    • Enter the name of the initial TA configuration Super User.

      If you have a Demo license, enter the license number.

      Note: The TA Super User screen is displayed only for the new database installation.

  1. Click Next. The Authentication Method panel is displayed.

  2. Select AD for Active Directory or LDAP.

  3. Enter this information for Active Directory:

    • Host – Enter the hostname or IP address for the Active Directory server.

    • Port – Enter the port number for the AD server.

    • User Search Prefix – Enter the location/prefix of the AD node containing user records.

    • Group Search Prefix – Enter the location/prefix of the AD node containing group records.

  1. Enter this information for LDAP:

    • Hostname – Enter the hostname or IP address for the LDAP server.

    • Port – Enter the port number for the LDAP server.

    • BindDN – Enter the RDN to be used in conjunction with the value of LDAP.UserIdentifierType to construct the DN of the users to be authenticated. By default, LDAP.UserIdentifierType has the value uid.

      Example: If the RDN is ou=people,dc=example,dc=com, the DN of the user becomes uid=<username>,ou=people,dc=example,dc=com.

    • UserObjectClass – Specify a valid object class for the user. Only users who posses one or more of these objectClasses will be permitted to authenticate to TA.

    • UserBindDN – Enter the RDN (starting from the root of the tree) in the LDAP server that contains user entries.

    • User-role based access for Oracle/Sun Directory Server – Select this option if your TA Web Client user authentication is defined to use Oracle/Sun Directory Server with role-based access.

    • Index – Check this option if you have an index.

    • GroupBindDN – Enter the RDN (starting from the root of the tree) in the LDAP server that contains group entries.

    Note: To authenticate users across multiple domains rather than installing the Master in each domain, follow the instructions in Enabling Multi-Domain Authentication.

  2. Click Next. The Pre-Installation Summary panel is displayed. This screen summarizes the information entered during the installation procedure. Review the information to ensure it is correct.

    If any information is incorrect, retrace your steps and correct the information by clicking Previous until you reach the desired screen. If the information is correct, click Install to start the installation of the Unix Master files.

    After the installation process is completed, a screen provides a database status report. This report lists the various steps during the database creation and whether the steps were successful.

  1. Review the database report for any error notices.

  2. If the database was created without any errors, click Next.

    OR

    If the report is displayed any errors during database creation, note the errors. You can correct the mistakes later by manually creating the database.

    Click Next.

    Once installation is complete, the Installation Complete panel is displayed.

  3. Click Done to exit the installer.

Verifying Successful Installation

You should verify that the installation program installed all of the required files.

Verify that all of Master files were installed by going to the directory location that you designated during installation and listing the directory contents with the command:

ls -lF

The seven main file directories, not counting the UninstallerData directory, are listed at the top with the contents of the bin, lib and config directories also is displayed.