Prerequisites

Verify that your system meets the requirements listed below, and that permissions are assigned as necessary, as described under System requirements.

For security requirements, see the ALM Octane Secure Deployment and Configuration Guidelines.

Checklist

Use the following questions to make sure you are ready to install.

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On which machine will you be installing ALM Octane?  
Does the machine have a Quad Core AMD64 processor or equivalent x86-compatible processor?   

How much memory does the machine have? 

You need a minimum of 8 GB. Contact customer support for site-specific recommendations.

 

Does the machine have a minimum of 8 GB free disk space? 

Contact customer support for site-specific recommendations.

 
What Microsoft Windows operating system is on the machine?  

What is the user name and password you will use for the installation user? 

Limitation: The $ character is not allowed in the user name or password.

 
Are your browsers and screen resolutions compatible with ALM Octane?  

On-premises installation of ALM Octane supports only English characters for the names of schemas, operating systems, users, and so on. Did you check?

 

 

Elasticsearch enables trend reporting and search functionality in ALM Octane.

Does your Elasticsearch version match ALM Octane requirements? See Database and Elasticsearch.

 

Do you need to download Elasticsearch? 

If you haven’t installed Elasticsearch, you can download from here:

Note that if you are upgrading ALM Octane, you may need to upgrade your Elasticsearch as described in Upgrade.

 
On which machine is Elasticsearch installed?  

What is the Elasticsearch port? Default: 9300

You can modify the port in the Elasticsearch port field in octane.conf.

 

Did you make sure that the port for outbound communication to Elasticsearch is open? 

By default, outbound ports are open.

 

Did you make sure that the Elasticsearch ports (such as 9300 and 9200)  are accessible directly from the ALM Octane server, not just by checking the HTTP connection? 

 
What is the name of the Elasticsearch cluster you have configured?   

Was Elasticsearch configured according to ALM Octane requirements? For details, see Database and Elasticsearch.

Note: You need to add the following line to the elasticsearch.yml files in each of your Elasticsearch cluster nodes:

action.auto_create_index: "-mqm_*,*"

If you already have an action.auto_create_index line in the yml file, only add the -mqm_* phrase to the beginning of its specified value.

 
Is the Elasticsearch accessible from the ALM Octane server?   
Does your Oracle version match ALM Octane requirements? For details see System requirements.  
On which machine is the database installed?   

What is the Oracle database port? Default: 1521

You can modify the port in octane.conf.

 

Did you make sure that the port for outbound communication to Oracle is open? 

By default, outbound ports are open.

 
What is the URL for Java Database Connectivity (JDBC) for your database?  
What is the database admin's user name and password?  
Does the database admin have the necessary permissions? See Oracle database permissions.  
What table space and temporary table space can be used?  
Did the DBA add any objects to the schemas? If so, create an exception file before installing. For details, see Using exception files for manual database changes.  

 

Does your SQL Server version match ALM Octane requirements? For details see System requirements.

 
On which machine is the database installed?   

Will you be using the SQL Server database port or instance name to connect to the database? 

  • What is the SQL Server database port? Default: 1433

  • What is the SQL Server instance name?

 
What is the database admin's user name and password?  
Does the database admin power user have the necessary permissions? See SQL database permissions.  

What MSSQL database login user, and password, can be used for ALM Octane

 
Did the DBA add any objects to the databases/schemas? If so, create an exception file before installing. For details, see Using exception files for manual database changes.

Do you need to install the JDK on the ALM Octane server and other servers, such as the ElasticSearch server? 

 

Does your Java version match ALM Octane requirements?  For details, see JDK.

 

Did you make sure that the port for inbound communication with Jetty is open? 

By default, the port is 8080. For SSL, 8443.

You can define the port during initial installation, in octane.conf.

 

Did you make sure that  ALM Octane can communicate between the nodes in the cluster, using inbound and outbound communication for clusters? 

By default, the port is 5701.

You can define the port during initial installation, in hazelcast.xml.

 

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File system permissions

The user installing ALM Octane should be an administrator on the machine, and should be able to create services.

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Oracle database permissions

Permissions depend on how you want to install ALM Octane. Do you want ALM Octane to create schemas, objects, and tables during installation, or do you want your DBA to prepare them? 

Refer to the relevant section for your installation scenario:

Allow ALM Octane to create Oracle schemas automatically

To enable ALM Octane to create schemas, tables, and objects automatically during the installation, provide ALM Octane with an Oracle power user with the following admin privileges:

  • CREATE USER

  • CREATE SESSION WITH ADMIN OPTION

  • CREATE TABLE WITH ADMIN OPTION

  • CREATE SEQUENCE WITH ADMIN OPTION

  • DROP USER (optional). If not provided, the DBA must take responsibility for cleaning up unnecessary schemas.

Note: These permissions are for the user you will specify in the admin-user >  name setting in the octane.conf file. For details, see admin-user >  name.

When defining your site action in the octane.conf file, you will specify CREATE_NEW. For details, see CREATE_NEW.

This power user can also be created temporarily, for installation purposes only. You can remove this user if: 

  • The installation is complete, and login to ALM Octane is successful.

  • The ALM Octane site admin intends to create spaces using an existing schema, which can be selected when creating a space in the ALM Octane Settings area for the site. For details, see Manage the site (on-premises).

Create your own Oracle schemas for ALM Octane

If you do not want ALM Octane to create schemas, tables, and objects automatically, perform the following:

  1. Before installation, create two schemas with the same password.

  2. Provide ALM Octane with a regular Oracle user with the following permissions, for both the site and space schemas:

    • CREATE TABLE

    • CREATE SESSION

    • CREATE SEQUENCE

    • The QUOTA clause on the user's default tablespace should be unlimited.

Note: octane.conf

To allow ALM Octane to use schemas you have created, you will specify the FILL_EXISTING site action when defining your octane.conf file. For details, see FILL_EXISTING.

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SQL database permissions

Permissions depend on how you want to install ALM Octane. Do you want ALM Octane to create databases during the installation, or do you want your DBA to prepare them? 

Refer to the relevant section for your installation scenario:

Allow ALM Octane to create SQL databases automatically

To enable ALM Octane to create databases automatically during the installation, use the sa user, or an ALM Octane database admin power user.

Install ALM Octane with a database admin power user if you cannot use the SQL sa user for security reasons. This user can be a temporary user, for installation purposes only.

Request that the SQL Server database admin create a temporary power user with the following privileges (roles), which are required to install ALM Octane:

  • Database Creators dbcreator role

  • Security Administrator securityadmin role

Note: These permissions are for the user you will specify in the admin-user >  name setting in the octane.conf file. For details, see admin-user >  name.

To allow ALM Octane to create databases, you will specify the CREATE_NEW site action when defining your octane.conf file. For details, see CREATE_NEW.

It is important that the database administrative user is not the same as the admin user. The SQL Server database admin could name this power user octane_install_power_user, for example. For details on removing this temporary power user, see Handle database-related issues.

Allow ALM Octane to create SQL databases when using Windows Authentication

  1. If you are using Windows authentication, create a user in your database before installing ALM Octane. Provide this user with the sysadmin or dbcreator role.

  2. After installing ALM Octane, use this user to run the ALM Octane service. In the ALM Octane service properties, do not use Local system account to run the service, but rather use this user.

When defining your octane.conf file, you will enter WINDOWS as your authentication method. For details, see Authentication Type.

Create your own SQL databases for ALM Octane

If you do not want ALM Octane to create databases, create two databases before installation: one for the site and one for the space.

Associate the login user to ‘octane’ user in both databases.

The default collation is SQL_Latin1_General_CP1_CI_AS (must be case-insensitive).

Example: Create a database and grant user access

CREATE DATABASE <database_name> 
CREATE LOGIN <login_name> WITH PASSWORD = 'thepassword', CHECK_POLICY = OFF 
USE <database_name> 
CREATE SCHEMA [octane] 
GO 
CREATE USER [octane] FOR LOGIN <login name> WITH DEFAULT_SCHEMA=[octane] 
GO 
ALTER AUTHORIZATION ON Schema::octane TO [octane] 
GO 
ALTER ROLE [db_ddladmin] ADD MEMBER [octane] 
GO  

Run the previous commands separately for each database (site schema and space schema).

Note: During installation when you define the octane.conf file, you will enter the name of the site schema in schemas > site, the space schema in schemas >  initial-shared-space, and the password in schema-password.

To allow ALM Octane to use databases you have created, you will specify the FILL_EXISTING site action when defining your octane.conf file. For details, see FILL_EXISTING.

Create your own SQL databases when using Windows Authentication

  1. If you are using Windows authentication, create two databases.

  2. Assign the db_owner role to the Windows authentication user for these databases.

You do not need to associate the login user to ‘octane’ user in the databases.

When defining your octane.conf file, you will enter WINDOWS as your authentication method. For details, see Configure site settings.

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