Installation checklist

The installation checklist provides an overview of the steps for a basic installation, and 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 and any others you want to use, such as the agent relay installer or command line client zip file. Some of the installers are specific to platform and there are 32-bit and 64-bit versions. 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. 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.

  6. Install agents.

    Install agents on target machines that will communicate with the server using the Deployment Automationagent 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.

    Solaris: JRE version 8 or higher is required.

    See Agent installation.

  7. Validate the installation.

    Start the server and agents. To determine if the agent is in communication with the server, in the user interface, navigate to Management > Resources > Agents. The agent's Online status means that the agent is successfully connected.

    See Run Deployment Automation.

  8. Configure your Deployment Automation system as needed.

    Configure 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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