Installation checklist

The installation checklist provides an overview of the steps for a basic installation, with links to the detailed procedures.

Note: For instructions on upgrading your current server installation, see Upgrade servers.

A single-server installation consists of a server, a database, and at least one agent.

To complete a single-server installation, follow these steps:

  1. Review installation recommendations and system requirements.

    Before you begin, review the system requirements, supported environments, and recommendations on how to achieve optimal performance.

    See Installation considerations for optimal performance and Support Matrix.

  2. Create your database.

    Create an empty database for Deployment Automation. To install Deployment Automation for evaluation purposes, you can use the lightweight Derby database provided in the installation bundle.

    See Prepare your database.

  3. Download installation files.

    From the Deployment Automation support page, download the server and agent installers for your platform, and any others you want to use, such as the agent relay installer or command-line client zip file. Extract compressed files before running the embedded executables.

  4. 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 the IP address, ports for HTTP communication, and other connection information.

    UNIX/Linux: You need root privileges to install the Deployment Automation server.

    See Server installation.

  5. (Optional) Install agent relays.

    If you are using an agent relay, install the agent relay using the Deployment Automation agent relay installer for your platform.

    You need agent relays if you want the server and agents to communicate over firewalls or if you are configuring a high availability, enterprise-level implementation.

    See Agent relay installation.

  6. Install agents.

    Install agents on target machines that will communicate with the Deployment Automation server. When installing an agent, you supply a set of values defined during server installation.

    If you are using an agent relay, you need to install the agent relay first so that you can specify its host information for the agents to connect.

    Solaris: JRE version 8 or higher is required.

    See Agent installation.

  7. Validate the installation.

    Start the server and agents. See Run Deployment Automation.

    Then verify that each agent is ready for use:

    1. In Deployment Automation, navigate to Management > Resources > Agents.

    2. On the Agents page, verify the agent's status and license:

      Status The agent's Online status means that the agent is successfully connected.
      License

      The license ID indicates that the agent is licensed.

      Out of the box, Deployment Automation provides 5 agent licenses. For details on how to assign licenses to agents, see Manage licenses.

  8. Configure your Deployment Automation system as needed.

    Set up Server Communication, Single Sign-On (SSO), Secure Socket Layer (SSL), File Versioning, Users, Groups, and Roles, as needed for your organization. You may need to load additional automation plugins to use in your component processes. For details, see corresponding sections in Configuration.

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