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# Prerequisites

Verify that your system meets the requirements listed below, and the detailed Support Matrix.

For security requirements, see the OpenText Software Delivery Management Secure Deployment and Configuration Guidelines.

In this topic:

## Checklist

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

OpenText Software Delivery Management

Question | Answer
--- | ---
On which machine are you going to install OpenText Software Delivery Management? |
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. |
Linux: What Linux operating system is on the machine? Windows: What Microsoft Windows operating system is on the machine? |
Linux: What is the user name and password you are going to use for the installation user? Does the installation user have sudo permissions? Windows: 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 OpenText Software Delivery Management? |
On-premises installation of OpenText Software Delivery Management supports only English characters for the names of schemas, operating systems, users, and so on. Did you check? |

Elasticsearch

Question | Answer
--- | ---
Does your Elasticsearch version match OpenText Software Delivery Management requirements? For details, see Support Matrix. |
Do you need to download Elasticsearch? If you haven’t installed Elasticsearch, you can download from the product website. |
On which machine is Elasticsearch installed? |
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 OpenText Software Delivery Management server, not just by checking the HTTP connection? |
What is the name of the Elasticsearch cluster you have configured? |
Is the Elasticsearch accessible from the OpenText Software Delivery Management server? |
Was Elasticsearch configured according to OpenText Software Delivery Management requirements? These are described in detail in Configure Elasticsearch. |

Oracle

Question | Answer
--- | ---
Does your Oracle version match OpenText Software Delivery Management requirements? For details, see Support Matrix. |
On which machine is the database installed? |
What is the Oracle database port? Default: 1521 You can modify the port in the connection-string field 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 power user have the necessary permissions? See Allow OpenText Software Delivery Management to create Oracle schemas automatically. |
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. |

Microsoft SQL Server

Question | Answer
--- | ---
Does your SQL Server version match OpenText Software Delivery Management requirements? For details, see Support Matrix. |
On which machine is the database installed? |
Are you going to use 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 administrator (power user) have the necessary permissions? See SQL database permissions. |
What MSSQL database login user, and password, can be used for OpenText Software Delivery Management? |
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. |

Java

Question | Answer
--- | ---
Does your Java version match the requirements? For details, see Support Matrix . |

Jetty

Question | Answer
--- | ---
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. |

Hazelcast

Question | Answer
--- | ---
Did you make sure that OpenText Software Delivery Management 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

Windows

The user installing OpenText Software Delivery Management should be an administrator on the machine, and should be able to create services.

Linux

The following file system permissions are required:

- Root or sudo user.

- During deployment, OpenText Software Delivery Management creates a user and group named octane for running the octane service that starts the OpenText Software Delivery Management server. However, if your organization prefers to manage users in a centralized way, without enabling informal creation of local users, create a user and group for this purpose, and define the following environment variables: OCTANE_USER and OCTANE_GROUP.

  Make sure the user has write permissions to the /opt/octane/log directory.

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## Oracle database permissions

Permissions depend on whether you want OpenText Software Delivery Management to create schemas, objects, and tables during installation, or if you prefer your DBA to prepare them.

Refer to the relevant section for your installation scenario:

- Allow OpenText Software Delivery Management to create Oracle schemas automatically
- Create your own Oracle schemas for OpenText Software Delivery Management

Allow OpenText Software Delivery Management to create Oracle schemas automatically

To enable OpenText Software Delivery Management to create schemas, tables, and objects automatically during the installation, provide OpenText Software Delivery Management 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 specify in the admin-user > name setting in the octane.conf file. For details, see Configure site settings.

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 OpenText Software Delivery Management is successful.

- The OpenText Software Delivery Management site admin intends to create spaces using an existing schema, which can be selected when creating a space in the OpenText Software Delivery Management Settings area for the site. For details, see Manage spaces - site admins in the OpenText Software Delivery Management Help Center.

Create your own Oracle schemas for OpenText Software Delivery Management

If you do not want OpenText Software Delivery Management to create schemas, tables, and objects automatically, perform the following:

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

2. Provide OpenText Software Delivery Management 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: During installation when you define the octane.conf file, you should enter the name of the site schema in schemas > site, the space schema in schemas > initial-shared-space, and the password in schema-password.

When defining your site action in the octane.conf file, you need to specify FILL_EXISTING. For details, see FILL_EXISTING.

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## SQL database permissions

Permissions depend on whether you want OpenText Software Delivery Management to create databases during the installation, or if you prefer your DBA to prepare them.

Refer to the relevant section for your installation scenario:

- Allow OpenText Software Delivery Management to create SQL databases automatically
- Allow OpenText Software Delivery Management to create SQL databases when using Windows Authentication
- Create your own SQL databases for OpenText Software Delivery Management
- Create your own SQL databases when using Windows Authentication

Allow OpenText Software Delivery Management to create SQL databases automatically

To enable OpenText Software Delivery Management to create databases automatically during the installation, use the sa user, or an OpenText Software Delivery Management database admin power user.

Install OpenText Software Delivery Management 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 OpenText Software Delivery Management:

- 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 Configure site settings.

To allow OpenText Software Delivery Management 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 OpenText Software Delivery Management to create SQL databases when using Windows Authentication

1. If you are using Windows authentication, create a new Windows domain login user in your database before installing OpenText Software Delivery Management. Select the Windows authentication option, and and use the credentials of a Windows domain user. Provide this user with the sysadmin or dbcreator role.

2. After installing OpenText Software Delivery Management, use this user to run the OpenText Software Delivery Management service. In the OpenText Software Delivery Management 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 OpenText Software Delivery Management

If you do not want OpenText Software Delivery Management 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

    Use master
    CREATE DATABASE <database_name>
    GO
    alter database <database_name> SET READ_COMMITTED_SNAPSHOT ON
    GO
    CREATE LOGIN <login_name> WITH PASSWORD = 'thepassword'
    GO
    USE <database_name>
    CREATE SCHEMA [octane]
    GO
    CREATE USER [octane] FOR LOGIN 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 OpenText Software Delivery Management 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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## Configure Elasticsearch

Before installing OpenText Software Delivery Management, there are a number of settings you must configure in Elasticsearch.

Note: Elasticsearch supports indexes that were created in the current Elasticsearch main version, or one earlier version. Each time OpenText Software Delivery Management extends support for a new Elasticsearch main version, the OpenText Software Delivery Management upgrade includes a reindex process for the older indexes.

To configure Elasticsearch settings:

1. In the elasticsearch.yml file, configure the following:

   - cluster.name. Assign a unique name which will be used when you configure OpenText Software Delivery Management to connect to the cluster. Note that even a single-server installation is considered a cluster.

   - node.name. If you do not assign the node a name, Elasticsearch generates a random name on every reboot.

   - network.host. The node binds to this hostname or IP address and publishes this host to other nodes in the cluster. You can enter an IP address, hostname, a special value, or an array of any combination of these. Defaults to _local_.

   - action.auto_create_index. In each of your Elasticsearch cluster nodes, you must have the following line in the elasticsearch.yml files:

         action.auto_create_index: "-mqm_*,*"

     Note: If you already have an action.auto_create_index line in the yml file, add the -mqm_* phrase to the beginning of its specified value. For example, if you have the following line:

     `action.auto_create_index: "-index*,*"`

     You would change that to:

     `action.auto_create_index: "-mqm_*,-index*,*"`

2. You can configure Elasticsearch securely using TLS. For details, see https://softwaresupport.softwaregrp.com/doc/KM03712315.

3. In the jvm.options file, set the following parameters: -Xms<value>g and -Xmx<value>g.

   Define value as half of memory available on the machine – 1, but no more than 31GB.

Configuring an Elasticsearch cluster

Elasticsearch can run on a single node but it is designed to run as a cluster. We do not recommend running a production environment on a single host Elasticsearch instance.

Elasticsearch clusters should have at least 3 nodes, or a larger odd number.

To configure an Elasticsearch cluster, modify the following parameters in the elasticsearch.yml:

- cluster.name. This name should be identical on all nodes of the cluster to make sure they join the same cluster.

- discovery.seed_hosts. To form a cluster with nodes on other hosts, use the static discovery.seed_hosts setting to provide a list of other nodes in the cluster that are master-eligible, and likely to be live in order to seed the discovery process.

Note: The cluster nodes should be able to communicate with each other, meaning, the ports should be open in the firewall.

Restart Elasticsearch

After changing Elasticsearch setting files (for example elasticsearch.yml or jvm.options), you must restart the Elasticsearch service.

Back up Elasticsearch

We recommend performing ELS snapshot at the same time as database backup and file repository backup.

OpenText Software Delivery Management does not need to be stopped for this operation.

Consider creating a batch to back up Elasticsearch data on a regular basis.

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