Installation checklist

The installation checklist describes the steps for a basic single-server installation that consists of a server, a database, and at least one agent.

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

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.

    For details, see Tips 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.

    For details, see Prepare your database.

  3. Download installation files.

    From the Software Licensing and Downloads portal (requires login), download the server and agent installers for your platform, and any others you need, 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. You need 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.

    For details, see Install server.

  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.

    For details, see Install agent relay.

  6. Install agents.

    Install agents on target machines designated to 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 later is required.

    For details, see Install agents.

  7. Validate the installation.

    Start the server and agents. For details, 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.

      The license ID indicates that the agent is licensed.

      By default, Deployment Automation provides 5 agent licenses. For details on how to assign licenses to agents, see Manage licenses.

  8. Configure your Deployment Automation system.

    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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