Server and agent

Install on the same machine

If you are installing a server/agent and client on the same Windows machine you must install the server/agent first. The client installer detects the server is installed.

For all supported Windows platforms, apart from 64-bit Windows server, the client installer sets the target folder to the existing Dimensions CM server home folder.

On a 64-bit Windows server, the client installer sets the target folder by default to (the clients are 32-bit):
```
C:\Program Files (x86)\OpenText\Dimensions <version>\CM
```

Check the database is active

Before running a server installation, check that the local or remote database to be used by Dimensions CM is active by establishing that you can connect to it using standard RDBMS database utilities.

Also confirm, using standard RDBMS database utilities, that you know the correct database passwords for SYSTEM (Oracle Enterprise) or PCMS_SYS (SQL Server).

Create an administrator account

Before installing OpenText Dimensions CM, you must create an operating system user account for the Dimensions system administrator, typically dmsys. During the installation you need to provide the credentials for this account.

Note:

The Dimensions system administrator is the Windows user who owns the CM files and starts processes. OpenText Dimensions CM works with a system administrator who is a regular Windows user (does not have Windows administrator privileges). However, the system administrator can be a member of the Windows Administrator group. This may be necessary for logging, for example, obtaining command audit logging that has been set in the dm.cfg file.
For Oracle Enterprise, the primary group-id for dmsys must be the same group-id as the Oracle instance owner's group-id (for example, dba).
See the Administration Guide for details about Dimensions system administrator.

Depending on which process model you chose during installation, it may be convenient for you to also set up the additional operating-system user account names that the process model utilizes.

Choose a process model

During a fresh installation of an OpenText Dimensions CM server with a schema, you are prompted to select a process model:

Process Model	Details
Typical, Stream Development	Deploys the Typical, Stream Development process model and an associated sample Dimensions CM product called Qlarius containing stream development features. This model is a "copy, modify, merge" methodology for managing modern, Agile parallel development, or if migrating from a tool like Subversion.
Typical, Non-Stream Development	Deploys the Typical, Non-Stream Development process model and an associated sample Dimensions CM product called Qlarius containing nonstream development features. This model is a "lock, modify, unlock" methodology for managing more traditional waterfall development, or migrating from a tool like CVS or PVCS Version Manager.
Intermediate	Deploys the Intermediate process model and an associated sample product called Payroll. This is a legacy process model.
Custom	This process model has no pre-defined roles and no associated sample product. It is intended for use by: Consultants and experienced OpenText Dimensions CM users to facilitate the definition of their own workflow model, without the overhead of having to delete definitions from pre-loaded process models. Existing users of OpenText Dimensions CM who have created their own process model export file that they want to import during OpenText Dimensions CM base database creation. This model is also available by choosing the import option when using the OpenText Dimensions CM `dmdba crdb` function. For details, see the Administration Guide.

We strongly recommend to check with Support about the validity of a process model before attempting to import it.

Add database process models

You can install additional process models post-installation using the dmdba CRDB command. For details, see the administering Dimensions CM schemas section in the Administration Guide.

TCP/IP usage

Web Tools Port

During server installation, the installer assigns TCP/IP port 8080 to the various web tools. Verify that this port is not already being used by other software. Some software is hard coded to port 8080 and cannot be reassigned. If port 8080 is not available, specify an alternative port during installation.

Important:If a server is behind a firewall the port must allow traffic in both directions.

Dimensions CM Listener Port

By default the Dimensions CM listener port is set to 671.

Secure Sockets Layer Ports

The web tools also configures two Secure Sockets Layer (SSL) ports:

8443: a general port for https/SSL connections and the sample Dimensions CM SSL certificate.

8543: a port for https/SSL connections that are used to perform smart card authentication.

NTFS file system for server binaries

The Windows server NTFS file system is recommended for the disk file system on which the server binaries installed. For details, see Item library security on NTFS server.

SMTP server details

If you have a Simple Mail Transfer (SMTP) email system on your network, you can optionally enter the server details during the installation. See the Administration Guide for details about configuring your emailing software after installation.

Multiple Oracle homes

The Oracle RDBMS supports multiple Oracle homes. When an existing Oracle server is detected during installation, you are prompted to select one as the home for OpenText Dimensions CM.