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Roadmap: Test environment

In this roadmap, the web server, database, and user registry software are distributed to different physical servers. Use this roadmap if we are an organization with the following requirements:


Install

  1. Check requirements.

  2. Get the software.

  3. Install prerequisite

    We can use existing software installations of web servers, DB servers, and user registries. Verify the existing version is supported. If not, upgrade to the appropriate version. Typically the database and user registry servers are already installed and configured. However, there might be specific configuration steps that are required to integrate them with the portal server. Visit Install and prepare the prerequisite software for more topic information.

  4. Install the HCL Portal

  5. Apply the latest cumulative fix


Set up a stand-alone server

Use the configuration wizard to set up a stand-alone server. First, we transfer the database. The Database Transfer configuration option in the Configuration Wizard assigns users and permissions, creates databases, obtains support for database collation, and transfers the database. After transferring the database, enable your federated LDAP user registry.

  1. Log in to HCL Portal to verify that we have a working portal:

      http://hostname.example.com:10039/wps/portal

    10039 is the default transport port (wc_default_host)

  2. Access the Configuration Wizard.

      http://your_server:10200/hcl/wizard

  3. Log in to the Configuration Wizard with the administrative ID for cw_profile.

  4. If required, add a supported language.

  5. Go to...

      Set Up a Stand-alone Server > Database Transfer

    ...and provide information about the environment.

  6. Save the configuration settings.

  7. Choose one of the following options:

    • Click Download Files to run the steps remotely.
    • Click Run All Steps to run the steps locally.

  8. Optional: If we changed the context root during the installation or configuration of HCL Portal, then complete the optional next step from the Configuration Wizard to update parameters with the new context path after you complete the Create a Deployment Manager configuration option. For more information about this configuration option and completing the next steps, see Create a deployment manager.

  9. Log in to HCL Portal to verify that we have a working portal server.

  10. Select Set Up a Stand-alone Server > Enable Federated Security.

    If we set Use Administrator IDs stored in the LDAP user registry to yes, the and HCL Portal user IDs and passwords are changed to the LDAP user ID and password. If we do not want to change both user IDs and passwords to match the LDAP user ID and password, set this value to no. After we configure the LDAP user registry, we can manually change the user IDs and passwords.

  11. Provide information about the environment.

  12. Save the configuration settings.
  13. Choose one of the following options:

    • Click Download Files to run the steps remotely.
    • Click Run All Steps to run the steps locally.

  14. Log in to HCL Portal to verify that we have a working portal server.

  15. Optional: To shorten the site URL for search engine optimization benefits, we can modify the context root and remove navigational state information from your URL using the Modify Site URLs for SEO configuration option.

  16. Configure the web server

  17. Tune the servers in the environment


Next steps

Depending on the choices made during the installation and set up, there are additional tasks to configure the environment. The following options are available to continue configuring the environment:

  1. Configure portal behavior

  2. Change the context root.

    If during installation we changed the context root on the panel:

      Configuration for HCL Portal: Profile configuration details: Advanced panel

    ...see Complete the context root change started during installation.

  3. Adapt the VMM attribute configuration to match the LDAP server

  4. Configure syndication

  5. Update the user registry

    Configure search

Parent topic: HCL Portal Roadmaps for stand-alone servers