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# Install

This topic provides guidelines and considerations for installing and upgrading on a Windows or UNIX system.

In this topic:

## Installation overview

Review this information to prepare for installing or upgrading.

Before you install | Review the Installation and upgrade considerations. Check the Support Matrix.
Install and upgrade | For instructions on installing and upgrading, see the following guides: UNIX Installation Guide Windows Installation Guide UNIX: Use separate installers for the server, agents, and clients.
Manage licenses | Install and configure the AutoPass License Server (APLS) to manage licenses. See Licensing.
Optimize and scale | For details about hardware scaling requirements, see Architecture and optimization.
Use proxy | Proxy servers are supported. For details on how to set up proxy settings for your server, see the Administration Guide.

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## General considerations

Because the server is a network-facing server application, take the necessary steps to secure and protect the server machine from network-based threats.

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## Installation and upgrade considerations

Review these considerations before you begin installing or upgrading.

Update operating systems | Apply the latest updates for your operating system. AIX: Install the latest version of the OS package: bos.rte.libc. Windows Server 2012 R2: Install the following updates: March 2014 servicing stack update for Windows 8.1 and Windows Server 2012 R2 Windows RT 8.1, Windows 8.1, and Windows Server 2012 R2 update: April 2014
Install on Windows | Windows: Before installing, ensure that you have at least 15 GB of free space on the main disk, usually C:\.
Install on Ubuntu 20.04 or later | To ensure successful installs on Ubuntu 20.04 or later, verify that Ubuntu doesn't use dash as the default shell. If Ubuntu is configured to use dash, reconfigure it for bash by running this command: `dpkg-reconfigure dash`
Red Hat 8.x prerequisites | In addition to the packages listed in the installation guide, you need to add the following files: libnsl.x86_64 libnsl.i686 libxcrypt.i686 motif.x86_64
Red Hat 8.2 prerequisites | Before installing, verify that the following packages are installed: libxcrypt.x86_64 libxcrypt.i686 libstdc++.i686 motif.i686 motif.x86_64 nss-softokn-freebl.x86_64 nss-util.x86_64 libXp.i686 libXp.x86_64 libXpm.x86_64
Unable to connect to the database when installing | If you get an error message during installation stating failures to connect to the database: Check that you have entered the correct database password and Oracle DSN if applicable. Check that the database used is active (up). Confirm that it is running or that you can connect to it using standard RDBMS database utilities such as sqlplus.
Install on Windows Server 2012R2 with Oracle 12 | If you cannot install on Windows Server 2012R2 with Oracle 12, check the following: The system PATH contains ORACLE_HOME (this should be true if the system is restarted after installing Oracle). If ORACLE_HOME is not in the path, the CM server installation fails to validate the Oracle connection details. The Oracle administrator password doesn't contain a full stop (.), comma (,), or semicolon (;). If any of these characters are included, the CM server installer may fail to validate the Oracle connection details. Temporarily remove these characters from the password before installing.
Install into a remote SQL server | If you are installing a server into a remote SQL server, you need to use an existing and preconfigured ODBC.
Install the Visual Studio 2017 integration | A bug in earlier versions of Visual Studio 2017 may cause the installation of the CM integration to fail. Before installing or upgrading, install the latest update to Visual Studio 2017.
OpenText Dimensions CM server upgrade messages on UNIX | UNIX: After you upgrade OpenText Dimensions CM and Deployment Automation, you can safely ignore the following messages: `com.installshield.sra.event.InstallScript, msg2, InstallScript.onReplacingcCoreFiles` `com.installshield.sra.event.InstallScript, msg2, Tomcat was not found.` `com.installshield.sra.event.InstallScript, msg2, InstallScript.onReplacingcCoreFiles`
PulseUno data directory on Windows | Windows: The PulseUno data directory is installed in the following location: \ProgramData\OpenText\PulseUno If you upgrade from an earlier OpenText Dimensions CM release that had a different default location, the PulseUno data directory is moved to \ProgramData\OpenText\PulseUno.
Install on Solaris | The Solaris installer requires JRE 1.8 or later.
Upgrade with CM SSO | To upgrade a installation configured to use the SSO server: Stop Common Tomcat. Navigate to the Tomcat installation location. Rename the lib directory to lib.pre145. Rename the alfssogatekeeper directory to alfssogatekeeper.pre145. Perform the upgrade. After the upgrade has completed, navigate to the CM installation location. Verify that all occurrences of the SSO_STS_ENDPOINT variable in the %installdir%\dm.cfg configuration file contain the string localhost and not the host name of your machine. Note: These steps are not required if the installation is configured to use Solutions Business Manager as the SSO server.
Upgrade Dimensions Connect for Solutions Business Manager (SBM) | Make sure to uninstall earlier versions of Dimensions Connect for SBM and then install the corresponding version before you upgrade the server. For example, after you upgrade the server to the latest version, you need to install the latest version of Dimensions Connect for SBM. Otherwise, the integration may not work as expected. For details, see Connect to SBM.
ALF events configuration file | During installation or upgrade, a new version of the ALF events configuration file is installed for PulseUno: $installdir/dfs/alf_events_config.xml Any customizations are overridden. But your original file is backed up, and you can merge your customizations into the new version.

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See also:

- Known issues and limitations

https://admhelp.microfocus.com Dimensions CM 8942
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