Installation flow

This document describes the overall flow for installing the ALM Octane server on Windows.

Prerequisites

Verify your system meets hardware and software requirements.

This includes setting up permissions, opening ports, database configuration, and more.

You need three separate server machines.

For details see Prerequisites, and Best practices in the ALM Octane Help Center.

Note: We recommend you review security considerations in ALM Octane 15.x Secure Deployment and Configuration Guidelines. This contains instructions on how to set up a secure configuration for ALM Octane.

Deploy ALM Octane on a machine dedicated for the ALM Octane server on Windows.

ALM Octane is deployed using an installation program.

The default deployment path is C:\Program Files\octane.

The command to deploy is: octane-onprem-<version>.exe

This section describes the initial configuration.

To configure:

Edit the octane.conf file with your site's settings for initial configuration.
(Optional) Depending on your needs, configure optional configuration files:
- elasticsearch-security.conf to configure secure Elasticsearch.
- proxy.conf to use a proxy server.
- ldap.conf to use LDAP authentication.
- sso.conf to use SSO authentication.
The path to these files is C:\Program Files\octane\conf.

Note: The .conf files do not support use of backslashes (\) in paths. Instead, use a regular slash (/) or double-slash (//).

Select Start > ALM Octane > Start ALM Octane Server.

Verify that ALM Octane was properly installed.

Log into ALM Octane. For details, see Log in to ALM Octane.

After starting the server on the first machine, configure and initialize each additional cluster node. For details, see Cluster installation flow.

Next steps: