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# Installation flow

This document describes the overall flow for installing the OpenText Software Delivery Management server.

In this topic:

## 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.

- OpenText Software Delivery Management server

- Database server

- Elasticsearch server

For details, see Prerequisites.

Note: We recommend that you review security considerations in OpenText Software Delivery Management Secure Deployment and Configuration Guidelines for instructions on setting up a secure configuration.

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## Deploy

Deploy OpenText Software Delivery Management on a machine dedicated for the OpenText Software Delivery Management server.

- Linux: OpenText Software Delivery Management is deployed using the RPM Package Manager (as an .rpm file).

- Windows: OpenText Software Delivery Management is deployed using an installation program.

For details, see Deployment.

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## Configure

This section describes how to configure.

To configure:

1. Edit the octane.conf file with your site's settings for initial configuration.

2. (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:

   - Linux: <Repository folder>/conf
   - Windows: <Repository folder>\conf

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

For details, see Configure site settings.

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## Start the server

Start the OpenText Software Delivery Management server.

- Linux: Run `systemctl start octane`
- Windows: Select Start > OpenText Software Delivery Management > Start OpenText Software Delivery Management Server.

For details, see Start the server.

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## Log in

Verify that OpenText Software Delivery Management was properly installed. For details, see Checking logs.

Log into OpenText Software Delivery Management. For details, see Log in.

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## Configure cluster (optional)

After starting the server on the first machine, configure and initialize each additional cluster node. For details, see Install and initialize OpenText Software Delivery Management on cluster nodes (optional).

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Next steps:

- Prerequisites
- Deployment
- Configure site settings

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https://admhelp.microfocus.com Software Delivery Management 8942
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