Prepare to install BPM v8.5

Before preparing to install and configure the software, create a plan for the deployment environment to create.

Use the information listed in the following table to prepare for installing and configuring IBM Business Process Manager.

Preparing for installation and configuration

Task Where to find information Result after completing the task
Review hardware and software requirements

Depending on the BPM configuration, visit:

You understand the system requirements necessary to support your IBM Business Process Manager installation.

Prepare your operating system

Prepare AIX systems for installation

Prepare Linux systems for installation with a new DB2 Express database or Prepare Linux systems for installation with an existing database

Prepare Solaris systems for installation

Prepare Windows systems for installation

You have prepared the operating system of each workstation to be used.
Make sure you have installed the database management system.

Consult the database documentation for information about installing and administering the database management system.

Your database management system is installed.

IBM Business Process Manager embeds the DB2 Express database. You can select it as a feature from the installer and it is installed and configured automatically. The user must have administrative privileges (root or Administrator) to install DB2 Express.

If you already have a version of DB2 installed and you want to install DB2 Express, you must uninstall DB2 before running the BPM installer. If the installer detects a version of DB2 installed and you have selected to install DB2 Express from the installer, you will receive a warning message and will not be able to install DB2 Express.

If you are installing DB2 Express as a root user, ensure that all kernel requirements are met before the DB2 Express installation begins. See Kernel parameter requirements ( Linux ) for a list of the kernel requirements. To get current values, run ipcs -l command.

You will not be able to properly install and use DB2 Express if the password specified does not meet operating system or company restrictions, because an operating system user is created on install.



System requirements

For the latest information about platform-specific disk space requirements, supported OSs, and supported database versions, click one of the following links. You can also find operating system fixes and patches that install to have a compliant operating system.



Related concepts:

Considerations for HADR setup and configuration


Related tasks:

Prepare operating systems for product installation

Configure Oracle Data Guard for BPM


Prepare operating systems for product installation

Before you can install BPM, you must prepare your operating system. The configuration depends on the type of operating system you are using.

Before preparing the installation environment:



Related concepts:

System requirements

Considerations for HADR setup and configuration


Related tasks:

Configure Oracle Data Guard for BPM


Prepare AIX systems for installation

Before you can install BPM, you must prepare your AIX operating system.

Refer to the following technote for additional preparation information for configuring Installation manager to run on 64-bit AIX systems: Installation Manager graphical environment issues on Solaris, Linux, AIX.

Complete the following steps on your AIX system before installing IBM Business Process Manager:

  1. Because WebSphere Application Server is a prerequisite of IBM Business Process Manager, complete the required preparation steps in Prepare AIX systems for installation

  2. Increase the maximum number of open files.

    The default setting is usually not enough. To check the current maximum number of open files by using ulimit -n. The following example shows the maximum number of open files being increased to 8800, which is large enough for most systems. The ulimit requirement is dynamically calculated at installation time and might need to be larger based on the options you select.

    Before installing, run:

      ulimit -n 8800

    Alternatively, you can use the following steps to edit the resource limits file:

    1. Open /etc/security/limits.

    2. Edit or add the default section and include this line:

        nofiles = 8800

      Save and close the file.

    3. Log off from the operating system and log in again.

  3. Set the umask value to 077:

    • umask 077

    The value 077 is the most restrictive value that IBM Business Process Manager will tolerate. You can optionally choose to set a less restrictive umask value for the following access levels:

    • 037 for read-only access for a group of human administrators and tools
    • 027 for read and write access for a group of human administrators and tools
    • 007 for read, write, and execute access for a group of human administrators and tools

  4. Ensure that you have a supported version of Mozilla Firefox installed.
  5. Before starting the data movement service, increase the number of processes configured in the AIX operating system to avoid a connection reset error.

    You can increase the number of processing using a command, or using the AIX interface.

    • Run the command:

        chdev -l sys0 -a maxuproc='256'

    • In the AIX interface, enter smitty, then select System Environments > Change / Show Characteristics of Operating System > Number of processes allowed per user(Num.).

  6. Complete the steps in Tuning AIX systems.
  7. Ensure all servers involved are set to the same time. Use the same network time protocol for all servers on all cluster nodes, including application, support, and database clusters. A time mismatch will cause erratic behavior, including duplicate system tasks.



Related tasks:

Prepare AIX systems for installation

Tuning AIX systems


Prepare Linux systems for installation with a new DB2 Express database

Ensure that you have a supported version of Mozilla Firefox installed.

Complete the following steps on your Linux system before installing IBM Business Process Manager:

  1. Because WebSphere Application Server is a prerequisite of IBM Business Process Manager, complete all the required preparation steps in Prepare Linux systems for installation
  2. Ensure that you have administrative (root) privileges.

    As a root user, also ensure that all kernel requirements are met before the DB2 Express installation begins. To get current values, run ipcs -l command. To change the values, add the following lines, in the following order, to...

      /etc/sysctl.conf

    This example is for a computer with 16GB of RAM:

    kernel.shmmni=4096
    kernel.shmmax=17179869184
    kernel.shmall=8388608
    #kernel.sem=<SEMMSL><SEMMNS><SEMOPM><SEMMNI>
    kernel.sem=250 256000 32 4096
    kernel.msgmni=16384
    kernel.msgmax=65536
    kernel.msgmnb=65536

  3. To load the settings from the /etc/sysctl.conf file:

      sysctl -p

    For additional information, see Kernel parameter requirement for Linux .

  4. Increase the allowable stack size, number of open files, and number of processes by adding the following lines to the end of...

      /etc/security/limits.conf

    ...or changing the values if the lines already exist:

    # - stack - max stack size (KB)
    * soft stack 32768
    * hard stack 32768
    # - nofile - max number of open files * soft nofile 65536
    * hard nofile 65536
    # - nproc - max number of processes * soft nproc 16384
    * hard nproc 16384
    Save and close the file, and log off and log in again. You can check the current maximum number of open files by using ulimit -n. The ulimit requirement is dynamically calculated at installation time and might need to be larger based on the options you select. For more information about this setting, run man limits.conf or see Prepare the operating system for product installation .
  5. Check for the existence of a file named...

      /etc/security/limits.d/90-nproc.conf

    ...which overrides the nproc value set in the limits.conf file. If the 90-nproc.conf file exists, edit it and set the nproc values specified in the previous step.

  6. If you have previously installed and uninstalled DB2, ensure the previous database entries in the /etc/services file have been deleted. For example, if the previous entry DB2_instance-name_suffix 50000/tcp still exists, the new installation will use the next available port, 50001, which might not work with your configuration. See Verifying port range availability in the DB2 information center.
  7. Reboot the system.
  8. Install the following packages for your operating system:

    Option Description
    Red Hat Enterprise Linux 5

    • libXp-1.0.0-8
    • rpm-build-4.4.2-37.el5

    You can also install a later release of any of these packages if there are new packages as errata. If you have additional packages that are specific to your hardware, install them.

    To use the default package manager on supported Linux distributions.

    • Red Hat Enterprise Linux 5:

        yum install libXp rpm-build

  9. Set the umask value to 077:

    • umask 077

    The value 077 is the most restrictive value that IBM Business Process Manager will tolerate. You can optionally choose to set a less restrictive umask value for the following access levels:

    • 037 for read-only access for a group of human administrators and tools
    • 027 for read and write access for a group of human administrators and tools
    • 007 for read, write, and execute access for a group of human administrators and tools

  10. On Red Hat Enterprise Linux 5 systems, disable SELinux, or set it to a permissive mode.

  11. Restart the computer.

  12. Complete the steps in Tuning Linux systems.
  13. Ensure all servers involved are set to the same time. Use the same network time protocol for all servers on all cluster nodes, including application, support, and database clusters. A time mismatch will cause erratic behavior, including duplicate system tasks.



Related tasks:

Prepare Linux systems for installation

Tuning Linux systems


Related reference:

Unable to install Installation Manager on RHEL 6.0 (64-bit)

General naming rules for DB2


Prepare Linux systems for installation

Ensure that you have a supported version of Mozilla Firefox installed.

Complete the following steps on your Linux system before installing IBM Business Process Manager:

  1. Because WebSphere Application Server is a prerequisite of IBM Business Process Manager, complete all the required preparation steps in Prepare Linux systems for installation

  2. Increase the allowable stack size, number of open files, and number of processes by adding the following lines to the end of...

      /etc/security/limits.conf

    ...or changing the values if the lines already exist:

    # - stack - max stack size (KB)
    * soft stack 32768
    * hard stack 32768
    # - nofile - max number of open files * soft nofile 65536
    * hard nofile 65536
    # - nproc - max number of processes * soft nproc 16384
    * hard nproc 16384
    Save and close the file, and log off and log in again. You can check the current maximum number of open files by using ulimit -n. The ulimit requirement is dynamically calculated at installation time and might need to be larger based on the options you select. For more information about this setting, run man limits.conf or see Prepare the operating system for product installation .
  3. Check for the existence of a file named...

      /etc/security/limits.d/90-nproc.conf

    ...which overrides the nproc value set in the limits.conf file. If the 90-nproc.conf file exists, edit it and set the nproc values specified in the previous step.

  4. Install the following packages for your operating system:

    Option Description
    Red Hat Enterprise Linux 5

    • libXp-1.0.0-8
    • rpm-build-4.4.2-37.el5

    You can also install a later release of any of these packages if there are new packages as errata. If you have additional packages that are specific to your hardware, install them.

    To use the default package manager on supported Linux distributions.

    • Red Hat Enterprise Linux 5:

        yum install libXp rpm-build

  5. Set the umask value to 077:

    • umask 077

    The value 077 is the most restrictive value that IBM Business Process Manager will tolerate. You can optionally choose to set a less restrictive umask value for the following access levels:

    • 037 for read-only access for a group of human administrators and tools
    • 027 for read and write access for a group of human administrators and tools
    • 007 for read, write, and execute access for a group of human administrators and tools

  6. On Red Hat Enterprise Linux 5 systems, disable SELinux, or set it to a permissive mode.

  7. Restart the computer.

  8. Complete the steps in Tuning Linux systems.
  9. Ensure all servers involved are set to the same time. Use the same network time protocol for all servers on all cluster nodes, including application, support, and database clusters. A time mismatch will cause erratic behavior, including duplicate system tasks.

  10. If you are using DB2, make sure that all your DB2 parameters meet the DB2 naming rules.



Related tasks:

Prepare Linux systems for installation

Tuning Linux systems


Related reference:

Unable to install Installation Manager on RHEL 6.0 (64-bit)

General naming rules for DB2


Prepare Solaris systems for installation

Before you can install BPM, you must prepare your Solaris operating system.

Complete the following steps on your Solaris systems before installing IBM Business Process Manager:

  1. Because WebSphere Application Server is a prerequisite of IBM Business Process Manager, complete the required preparation steps in Prepare Solaris systems for installation

  2. Increase the maximum number of open files.

    The default setting is usually not enough. To check the current maximum number of open files by using ulimit -n. The following example shows the maximum number of open files being increased to 8800, which is large enough for most systems. The ulimit requirement is dynamically calculated at installation time and might need to be larger based on the options you select.

    Before installing, run:

      ulimit -Hn 8800

    Alternatively, you can use the following steps to edit the resource limits file:

    1. Open /etc/system

    2. Add the following line to the end of the file:

      • set rlim_fd_max=8800

      Save and close the file.

    3. Log off from the operating system and log in again.

  3. Set the umask value to 077:

    • umask 077

    The value 077 is the most restrictive value that IBM Business Process Manager will tolerate. You can optionally choose to set a less restrictive umask value for the following access levels:

    • 037 for read-only access for a group of human administrators and tools
    • 027 for read and write access for a group of human administrators and tools
    • 007 for read, write, and execute access for a group of human administrators and tools

  4. Complete the steps in Tuning Solaris systems.
  5. Ensure all servers involved are set to the same time. Use the same network time protocol for all servers on all cluster nodes, including application, support, and database clusters. A time mismatch will cause erratic behavior, including duplicate system tasks.



Related tasks:

Prepare Solaris systems for installation

Tuning Solaris systems


Prepare Windows systems for installation

Before you can install BPM, you must prepare your Windows operating system.

If you are planning to use DB2 Express with your IBM Business Process Manager installation, the user account must have administrative privileges (Administrator) on the machine where you will perform the installation. Because WebSphere Application Server is a prerequisite product for BPM, complete all of the preparation tasks for WebSphere Application Server before installing IBM Business Process Manager.

Complete the following steps on your Windows system before installing IBM Business Process Manager:

  1. Complete the steps in the Prepare Windows systems for installation

  2. Complete the steps in Tuning Windows systems.
  3. Ensure all servers involved are set to the same time. Use the same network time protocol for all servers on all cluster nodes, including application, support, and database clusters. A time mismatch will cause erratic behavior, including duplicate system tasks.

  4. If you are installing on Windows 2008 R2 and you plan to install DB2 Express as part of the BPM installation, ensure you have compatible Microsoft Visual C++ redistributable packages. See Errors when running the db2start command .

  5. If you are using a Czech locale, change the system settings to prevent seeing corrupted characters in IBM Process Portal, and Process Designer. Change the Windows settings by completing the following steps:

    1. Click Regional and Language Options, and open the Administrative tab.

    2. In the Language for non-Unicode programs section, click Change system locale . . . to open the locale list.

    3. Select Czech from the list and click OK.

  6. If you are using DB2, make sure that all your DB2 parameters meet the DB2 naming rules.



Related tasks:

Prepare Windows systems for installation

Tuning Windows systems

General naming rules for DB2


Considerations for HADR setup and configuration

Review the following considerations while you plan to set up and configure DB2 for high availability disaster recovery (HADR).


Verify status of databases for takeover

When a site failure occurs, HADR enables the standby database to take over as the primary database, with full DB2 functionality. Before the takeover occurs, verify the DB2 HADR status of both the primary database, and the standby database to see if the takeover is allowed or if an error is returned. Sometimes, the takeover might cause an error or might not be allowed.

To check the DB2 HADR status, use the db2pd command. For example, if you configured a database named MEDB9 with HADR, use the following command to check the status:

To check the status of all databases, use the following command:

See the TAKEOVER HADR command topic. Review the command parameters and the usage notes to determine whether to perform the takeover.


Configure data sources for HADR

Configure the DB2 data sources for HADR in the BPM admin console, as described in the Configure client reroute for applications that use DB2 databases topic.

Keep in mind the following considerations when you configure the data sources for BPM products:


Set up programmatic transaction retry properties

To support programmatic transaction retries, two new properties have been added to the 00static.xml file, with the following values:

<transaction-reroute-retries>3</transaction-reroute-retries>
<transaction-reroute-retry-delay-in-millis>10000<transaction-reroute-retry-delay-in-millis>

Use the 100Custom.xml configuration file to customize the changes in 00Static.xml if values other than default are required. Complete the following steps:

  1. Locate 100Custom.xml configuration file:

    • For a network deployment environment, the file path is DMGR_profile_root\config\cells\cell_name\nodes\custom_node_name\servers\server_name\server_type\config\100Custom.xml.

    • For a stand-alone server environment, the file path is standalone_profile_root\config\cells\cell_name\nodes\standalone_node_name\servers\server_name\server_type\config\100Custom.xml.

  2. Edit 100Custom.xml. Edit the following section to look like this example:
    <server merge="mergeChildren">
      <transaction-reroute-retries merge="replace">10</transaction-reroute-retries>
      <transaction-reroute-retry-delay-in-millis merge="replace">3000<transaction-reroute-retry-delay-in-millis>
    </server>

    Save changes.

Provide all the client reroute properties for all your data sources.


Specify user roles for HADR

When setting up HADR, specify appropriate user roles per platform to determine who can perform different HADR tasks.

For example, if the DB2 instance user is specified, the db2inst1 user backs up the primary database, copies the backup image to the standby server and then restores or starts the standby server using this image. If the administrative user is specified, the dasusr1 user is the owner of the copied image, which the db2inst1 user who performs the backup and restore actions cannot access. Because the two users belong to different groups and have different access rights to files, the HADR setup might fail.


Start the messaging engine after the takeover

If the auto restart for the messaging engine is disabled, you must manually start the messaging engine after the database takeover occurs.

When two messaging engine servers exist in the same cluster, with messaging server 1 in an active state and messaging engine server 2 in a joined state, you might not have a running messaging engine server in the environment because of the following sequence of events:

  1. The database the messaging engines use has been taken over.
  2. Messaging engine server 1 shut down to prevent data loss.
  3. Messaging engine server 2 started all the messaging engines and is working as the active server while the messaging engine server 1 is still down.
  4. Another takeover of the database occurred.
  5. Messaging engine server 2 shut down to prevent data loss.
  6. Both messaging engine servers 1 and 2 are down.


Access additional information

If more information is needed, use the following links.



Related concepts:

System requirements


Related tasks:

Prepare operating systems for product installation

Configure Oracle Data Guard for BPM


Configure Oracle Data Guard for BPM

You can configure Oracle Data Guard to be used with BPM. Oracle Data Guard provides high availability, disaster recovery, and data protection and is used to create, manage, and monitor one or more standby databases so that production Oracle databases can survive disasters and data corruptions.

When IBM Business Process Manager is configured to use Oracle Data Guard, you typically have one production database, which is your primary database, and several standby databases. Then Oracle Data Guard automatically maintains each standby database by transmitting redo data from the primary database, and applying the redo data to the standby database. If BPMion database becomes unavailable because of a planned or an unplanned outage, Oracle Data Guard enables you to switch any standby database to the production role, minimizing the downtime that is associated with the outage.

Oracle Data Guard automatically maintains each standby database by transmitting redo data from the primary database, and then applying the redo to the standby database.

A Typical Data Guard Configuration

  1. Set up the Oracle Data Guard environment.

  2. Create a database service from the primary database:

      Exec DBMS_SERVICE.CREATE_SERVICE('BPM','BPM');

  3. Create a trigger from the primary database by running the following command:
    CREATE OR REPLACE TRIGGER START_SERVICES AFTER STARTUP ON DATABASE
    DECLARE
     ROLE VARCHAR(30);
    BEGIN
     SELECT DATABASE_ROLE INTO ROLE FROM V$DATABASE;
     IF ROLE = 'PRIMARY' THEN
      DBMS_SERVICE.START_SERVICE('ORCL');  END IF;
    END;
    /

    When you start a database, your primary database always starts a BPM service. Therefore, your client always connects to the primary database.

  4. Restart the primary database or start the following service by running the following command:

      EXEC DBMS_SERVICE.START_SERVICE('BPM');

  5. Install the BPM.

  6. Create profiles or a deployment environment that is similar to that of an Oracle instance database. While creating the profile, select Oracle database, and connect to the database service that you created in step 2.


If all your primary and the standby databases are installed on the same server, the databases share the same IP address and Oracle listening port. No further configuration is required.

However, if your primary and standby databases are installed on different servers, they will have different IP addresses and the same Oracle listening port. If your primary and standby databases are on separate servers, you must modify all data sources, after which you will have a JDBC URL that resembles the following URL:

To modify the JDBC URL:

  1. Log in to the BPM administrative console.
  2. Go to Resources > JDBC > Data sources.

  3. Modify all data sources that connect to the Oracle database with the URLs that resemble the following URL:
    jdbc:oracle:thin:@(DESCRIPTION=
     (ADDRESS_LIST=
     (ADDRESS=(PROTOCOL=TCP)(HOST=<host A>)(PORT=1521))
      (ADDRESS=(PROTOCOL=TCP)(HOST=<host B>)(PORT=1521))
      (ADDRESS=(PROTOCOL=TCP)(HOST=<host C>)(PORT=1521))
         (LOAD_BALANCE=off)
       (FAILOVER=on)
      )
               (CONNECT_DATA=(SERVICE_NAME=BPM))
     )



Related concepts:

System requirements

Considerations for HADR setup and configuration


Related tasks:

Prepare operating systems for product installation


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