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IBM OpenPages GRC Platform

Version 6.1.0

Installation Guide with Database

ii

NOTE

Before using this information and the product it supports, read the information in the “Notices” appendix.

Product InformationThis document applies to IBM OpenPages GRC Platform 6.1.0 and may also apply to subsequent releases.

Licensed Materials – Property of IBM Corporation.

Copyright IBM Corporation, 2003, 2012.

US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Documentation Release InformationSoftware Version: 6.1.0

Document Published: March 2012

Last Modified: May 5, 2012 22:08::38

Documentation UpdatesYou can download the latest revision of this document from the IBM information server at http://www.ibm.com/support/docview.wss?uid=swg27023798 .

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database iii

Contents

Chapter 1 Introduction

Change History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Who Should Use this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

About IBM OpenPages GRC Platform 6.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

About the OpenPages Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6About the Oracle Database Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6About the OpenPages Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . 6About CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

About Cognos 8 Business Intelligence . . . . . . . . . . . . . . . . . . . . . . . . 7About the OpenPages Installation Packages . . . . . . . . . . . . . . . . . . . . . . . . 7About the OpenPages Super Administrator . . . . . . . . . . . . . . . . . . . . . . . . 8About MultiCasting in the OpenPages Environment . . . . . . . . . . . . . . . . . . . 8

Planning Your Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

About Installation Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9About Scaling the OpenPages Environment . . . . . . . . . . . . . . . . . . . . . . . . 9

About Vertical Scaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10About Horizontal Scaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11About Scaling CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

About Load-balancing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12About the OpenPages Database Schema . . . . . . . . . . . . . . . . . . . . . . . . . 12About OpenPages and Single Sign-on Solutions . . . . . . . . . . . . . . . . . . . . 12

Additional Reference Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 2 Prerequisites

Hardware Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Software Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Software to Be Installed Before the OpenPages Installation Process . . . . . . 17Software Installed During the OpenPages Installation Process . . . . . . . . . . 19Optional Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Software to Be Installed on OpenPages Client Systems . . . . . . . . . . . . . . . 19

Contents

IBM OpenPages GRC Platform 6.1 Installation Guide with Database iv

Setting Up Required Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Create Users and Groups for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Create Users and Groups for AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Creating Users and Groups on the Database Server . . . . . . . . . . . . . 20Creating Users and Groups on the Application Server . . . . . . . . . . . . 21Creating Users and Groups on the Reporting Server . . . . . . . . . . . . . 24

Preparing the OpenPages Application and Servers . . . . . . . . . . . . . . . . . . . . . 26

VMWare Configuration Requirements — Windows Only . . . . . . . . . . . . . . . 27Configuring Oracle WebLogic Server on a Multi-Homed Computer —

Windows Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Chapter 3 Getting Started

About the Media Pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

How to Install OpenPages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Choosing the Installation Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32About Installing OpenPages in a Windows/Oracle WebLogic Server

Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33About Installing OpenPages in an AIX/ IBM WebSphere Application

Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Checklist for an OpenPages Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Additional Information for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Port Assignments and Servers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Fixed Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Files Containing Port Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Dynamically Assigned Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Servers List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

About Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41OpenPages Environment Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41CommandCenter/Cognos Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 4 Installing the Database Software

About the Oracle Database Server Installation . . . . . . . . . . . . . . . . . . . . . . . . 44

Checklist for Installing the Oracle Database Software . . . . . . . . . . . . . . . . . . . 45

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Pre-requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Removing Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . 46Copying the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Disabling Anti-Virus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Create AIX Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Set File Size of /tmp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Change the Temp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Creating the Oracle Installation Directory . . . . . . . . . . . . . . . . . . . . 48Check Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Validate the Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Installing the Database Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Installing the Database Software in Interactive Mode . . . . . . . . . . . . . . . . 50About Non-default Instance Parameters . . . . . . . . . . . . . . . . . . . . . . . . . 52

Updating the PATH System Environment Variable . . . . . . . . . . . . . . . . . . . . . 53

Updating the PATH Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Contents

IBM OpenPages GRC Platform 6.1 Installation Guide with Database v

Chapter 5 Installing the OpenPages Application

About Installing the OpenPages Application . . . . . . . . . . . . . . . . . . . . . . . . . . 56

About the OpenPages Database Schema . . . . . . . . . . . . . . . . . . . . . . . . . 56

Checklist for Installing the OpenPages Application . . . . . . . . . . . . . . . . . . . . . 57

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Install the Oracle Database Software . . . . . . . . . . . . . . . . . . . . . . . 58Copy the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Install the Oracle Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . 59Install the Application Server Software . . . . . . . . . . . . . . . . . . . . . . 59Set the Oracle Home Environment Variable . . . . . . . . . . . . . . . . . . . 59Verify that Servers are Running . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Disable Anti-Virus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Install Custom OpenPages Database Schema . . . . . . . . . . . . . . . . . 59Obtain Installation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Update the Hosts File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Create AIX Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Set File Size of /tmp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Change the Temp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Create the Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 62Disable IBM WebSphere Application Server Global Security . . . . . . . . 62Remove Installer Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Installing the 64-bit Oracle Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Installing the 64-bit Oracle Client in Interactive Mode . . . . . . . . . . . . . . . . 64

Installing the OpenPages Application and Workflow Server . . . . . . . . . . . . . . . 67

Setting the Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Running the OpenPages and Workflow Server Installer . . . . . . . . . . . . . . . 69

Re-enabling Global Security – AIX only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Enabling Global Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Reinstalling After Incomplete Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Chapter 6 Installing Cognos and Content Store

About the Cognos Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Checklist for Installing Cognos and the Content Store . . . . . . . . . . . . . . . . . . . 85

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Install the Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Copy the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Disable Anti-Virus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Remove JAVA_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Obtain Installation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Set File Size of /tmp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Change the Temp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Create the Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . 89Create AIX Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Installing the 32-Bit Oracle Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Installing the 32-bit Oracle Client in Interactive Mode . . . . . . . . . . . . . . . . 90

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database vi

Installing Cognos and the CommandCenter Database Schema . . . . . . . . . . . . . 92

Installing Cognos and the Content Store . . . . . . . . . . . . . . . . . . . . . . . . . 92

Configuring Your Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Configuring an IIS 7.5 Web Server - Windows only . . . . . . . . . . . . . . . . . . 98Configuring the Apache Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Configuring the Apache Web Server on a Windows System . . . . . . . 102Configuring the Apache Web Server on an AIX System . . . . . . . . . . 103

Configuring Cognos 8 Go! Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Configuring the Cognos 8 Dashboard Application . . . . . . . . . . . . . . . . . . 104

Set Database Connection Properties for CommandCenter . . . . . . . . . . . . . . . 107

Testing the Cognos Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Chapter 7 Installing OpenPages CommandCenter

About the OpenPages CommandCenter Installation . . . . . . . . . . . . . . . . . . . 112

Checklist for Installing CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Disable Anti-Virus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Obtain Installation Information . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Modifying the Environment Variables . . . . . . . . . . . . . . . . . . . . . . . . . . 115Modifying the Environment Variables - Windows . . . . . . . . . . . . . . 115Modifying the Environment Variables - AIX . . . . . . . . . . . . . . . . . . 116

Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Set File Size of /tmp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Change the Temp Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117Create the Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . 117Create AIX Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Installing CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Installing CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

CommandCenter Post-Installation Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Configuring Cognos Application Firewall . . . . . . . . . . . . . . . . . . . . . . . . . 123Adding Servers to the Cognos Safe List . . . . . . . . . . . . . . . . . . . . . 123

Configuring a Mail Server Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124Starting the OpenPages Framework Model Generator Service . . . . . . . . . 124

Starting the Framework Model Generator . . . . . . . . . . . . . . . . . . . 124Optimizing CommandCenter Database Settings . . . . . . . . . . . . . . . . . . . 125

Modifying Cognos to Improve Database Performance . . . . . . . . . . . 125

Chapter 8 Performing Post-installation Tasks

Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Checklist for Post-installation Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Tailoring the Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Tuning Performance for the Database Instance . . . . . . . . . . . . . . . . . . . 131Tuning Memory for the Database Instance . . . . . . . . . . . . . . . . . . . . . . . 132

Memory Tuning Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database vii

Tailoring the Admin Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Configuring the Database Connection Pool . . . . . . . . . . . . . . . . . . . . . . . 133Enabling the Same-User Access to OpenPages and Fujitsu Interstage

BPM — AIX only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Improving Concurrency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135Increasing the Paging File Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Increasing the Oracle WebLogic Server Maximum Message Size . . . . . . . 137

Tailoring the OpenPages Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Enabling and Disabling LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Enabling LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Disabling LDAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Tailoring CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Changing the CommandCenter Host and Port Settings . . . . . . . . . . . . . . 142Creating the Reporting Schema and Framework . . . . . . . . . . . . . . . . . . . 143Securing Access to the CommandCenter Portal . . . . . . . . . . . . . . . . . . . 144

Accessing OpenPages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Accessing OpenPages Using a Web Browser . . . . . . . . . . . . . . . . . . . . . . 147Accessing OpenPages Using an SSL Connection . . . . . . . . . . . . . . . . . . . 147

Validating the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Chapter 9 Starting and Stopping OpenPages

Starting and Stopping OpenPages Application Servers . . . . . . . . . . . . . . . . . 152

About Services and Scripts Used by the OpenPages Application . . . . . . . . 152About Windows Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152About AIX Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

About Starting Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154About First Time Start Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Determining Application Readiness . . . . . . . . . . . . . . . . . . . . . . . . 154

Starting OpenPages in a Windows Environment . . . . . . . . . . . . . . . . . . . 155Automatically Starting OpenPages Application Servers . . . . . . . . . . 155Starting OpenPages Application Services Using Windows Start

Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155Starting All OpenPages Application Services Using a Script . . . . . . . 155Starting OpenPages Application Services Individually Using

Windows Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Starting OpenPages in an AIX Environment . . . . . . . . . . . . . . . . . . . . . . 156

Starting All OpenPages Application Servers Using a Script . . . . . . . . 156Starting OpenPages Application Servers Individually Using

Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157About Stopping Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Stopping OpenPages in a Windows Environment . . . . . . . . . . . . . . . . . . . 158

Automatically Stopping OpenPages Application Servers . . . . . . . . . . 158Stopping OpenPages Application Services Using Windows Start

Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Stopping All OpenPages Application Services Using a Script . . . . . . . 158Stopping OpenPages Application Services Individually Using

Windows Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159Stopping OpenPages in an AIX Environment . . . . . . . . . . . . . . . . . . . . . 159

Stopping All OpenPages Application Servers Using a Script . . . . . . . 159Stopping OpenPages Application Servers Individually Using

Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Contents

IBM OpenPages GRC Platform 6.1 Installation Guide with Database viii

Starting and Stopping the Database Server . . . . . . . . . . . . . . . . . . . . . . . . . 161

About Services and Scripts Used by the Oracle Database . . . . . . . . . . . . 161About Windows Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161About AIX Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Starting and Stopping the Database Server in a Windows Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Starting and Stopping the Database Server in an AIX Environment . . . . . . 162

Starting and Stopping CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

About Services and Scripts Used by CommandCenter . . . . . . . . . . . . . . . 163About Windows Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163About AIX Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Starting and Stopping the CommandCenter Server . . . . . . . . . . . . . . . . . 163Using the IBM Cognos Configuration Tool to Start and Stop

the CommandCenter Server . . . . . . . . . . . . . . . . . . . . . . . 163Starting and Stopping CommandCenter Using Windows Start

Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Using the Windows Operating System to Start and Stop

CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Using the AIX Operating System to Start and Stop Com-

mandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165Starting or Stopping the OpenPages Framework Model Generator

Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166Using the Windows Operating System to Start and Stop the

Framework Model Generator . . . . . . . . . . . . . . . . . . . . . . . 166Using the AIX Operating System to Start and Stop the

Framework Model Generator . . . . . . . . . . . . . . . . . . . . . . . 166

Chapter 10 Uninstalling OpenPages

Removing the OpenPages Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Uninstalling OpenPages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168Uninstalling the Workflow Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169 Cleaning Up after the Removal Process . . . . . . . . . . . . . . . . . . . . . . . 169Removing the 64-bit Oracle Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Removing the Database Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Uninstalling the OpenPages Database . . . . . . . . . . . . . . . . . . . . . . . . . . 171Cleaning Up after the Removal Process . . . . . . . . . . . . . . . . . . . . . . . . . 172

Removing the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Remove the IBM WebSphere Application Server . . . . . . . . . . . . . . . . . . . 173Remove the Oracle WebLogic Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Removing CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Cleaning Up after the Removal Process . . . . . . . . . . . . . . . . . . . . . . . . . 174 Cleaning Up after the Removal Process . . . . . . . . . . . . . . . . . . . . . . . 175Removing the 32-bit Oracle Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175Cleaning Up after the Removal Process . . . . . . . . . . . . . . . . . . . . . . . . . 176

Uninstalling After Incomplete Install . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database ix

Appendices

Appendix A Adding Cluster Members

Adding Vertical Cluster Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Adding Vertical Cluster Members to an Existing Installation in an Oracle WebLogic Server Environment . . . . . . . . . . . . . . . . . . . . 182

Prerequisite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182Task Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182About Using Parameters in Tasks . . . . . . . . . . . . . . . . . . . . . . . . . 183

Adding Vertical Cluster Members to an Existing Installation in an IBM WebSphere Application Server Environment . . . . . . . . . . . . . . . . 195

Prerequisite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195Task Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195About Using Parameters in Tasks . . . . . . . . . . . . . . . . . . . . . . . . . 195

Adding Horizontal Cluster Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Verify that Servers are Running . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Adding New Horizontal Cluster Members . . . . . . . . . . . . . . . . . . . . . . . . 203

Appendix B Configuring Clustered Environments

About Clustered Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

About Load-balancing an OpenPages Web Server . . . . . . . . . . . . . . . . . . 206Sample Clustered OpenPages Environments . . . . . . . . . . . . . . . . . . . . . 207

Sample Windows/Oracle WebLogic Server Clustered Environment . . . . .207

Sample AIX/IBM WebSphere Application Server Clustered Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Sample Clustered CommandCenter Environment . . . . . . . . . . . . . . 209

Configuring a Clustered OpenPages Environment . . . . . . . . . . . . . . . . . . . . . 210

Raising the Oracle Connection Limit . . . . . . . . . . . . . . . . . . . . . . . . . . . 210Configuring OpenPages to Use a Domain Account . . . . . . . . . . . . . . . . . . 211Sharing a Network OpenPages Storage Directory . . . . . . . . . . . . . . . . . . 211

Configuring the Load Balancer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Configuring the Apache Web Server as a Load Balancer in a Windows Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Configuring the IBM HTTP Web Server as a Load Balancer in an AIX Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Load-balancing the OpenPages Reporting Server . . . . . . . . . . . . . . . . . . . . . 225

Appendix C Configuring SSL

About Configuring SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Checklist for Configuring SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Configuring OpenPages for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Configuring OpenPages for SSL in a Oracle WebLogic Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Configuring OpenPages for SSL on a IBM WebSphere Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database x

Configuring CommandCenter for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Configuring the Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256Configuring an IIS Web Server for SSL — Windows only . . . . . . . . . . . . . 256Configuring an Apache Web Server for SSL — Windows and AIX . . . . . . . 260Edit OpenPages Properties Files — Windows and AIX . . . . . . . . . . . . . . . 262Updating Cognos Gateway URL's — Windows and AIX . . . . . . . . . . . . . . . 262Import the Root Certificate into Java Keystore — Windows and AIX . . . . . 263

Configuring a Load Balancer for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

Configuring a Load Balance Running IBM HTTP Server . . . . . . . . . . . . . . 264Configuring a Load Balancer Running Apache Load Balancer . . . . . . . . . . 268

Renewing SSL Certificates for OpenPages . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Renewing SSL Certificates in a Oracle WebLogic Server Environment . . . . 270Renewing SSL Certificates in a IBM WebSphere Application Server

Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Renewing SSL Certificates for CommandCenter . . . . . . . . . . . . . . . . . . . . . . 273

Renewing Certificates for CommandCenter Environments on an IIS Web Server — Windows only . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Renewing Certificates for CommandCenter Environments on an Apache Web Server — Windows and AIX . . . . . . . . . . . . . . . . . . . . . . . . 275

Configuring LDAP over SSL and OpenPages Application Server . . . . . . . . . . . 276

Configuring OpenPages for LDAPS in a Oracle WebLogic Server Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Configuring OpenPages for LDAPS in a IBM WebSphere Environment . . . . 283Appendix D Changing Port Numbers

About OpenPages Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Checklist for Changing Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Changing OpenPages Application Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295Changing Ports for an Oracle WebLogic Server Environment . . . . . . . . . . 296Changing Ports for an IBM WebSphere Application Server Environment . . . . .

303

Changing Workflow Server Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 312Changing Ports for an Oracle WebLogic Server Environment . . . . . . 312Changing Ports for an IBM WebSphere Application Server

Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 315Appendix E Configuring OpenPages on One Machine

Configuring OpenPages on a Single Server . . . . . . . . . . . . . . . . . . . . . . . . . 324

Configuring OpenPages to Operate on a Single Server . . . . . . . . . . . . . . 324Appendix F Integrating OpenPages into Single Sign-on

Configuring the OpenPages Application for Single Sign-on . . . . . . . . . . . . . . . 326

Configuring OpenPages for Single Sign-on . . . . . . . . . . . . . . . . . . . . . . . 326Disabling OpenPages Single Sign-on . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Configuring the Reporting Server for a Single Sign-on System . . . . . . . . . . . . 331

Configuring Single Sign-on for a Reporting Server . . . . . . . . . . . . . . . . . 331

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database xi

Appendix G Creating the CommandCenter Database Schema

About Manually Installing the Content Store . . . . . . . . . . . . . . . . . . . . . . . . 334

Creating a Tablespace and User for the Content Store . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Modifying the Environment Variables - Windows . . . . . . . . . . . . . . 338Modifying the Environment Variables - AIX . . . . . . . . . . . . . . . . . . 339

Set Database Connection Properties for CommandCenter . . . . . . . . . . . . . . . 341

Appendix H Manually Installing the Application Server

About Installing the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350

Checklist for Installing the Application Server Software . . . . . . . . . . . . . . . . . 351

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352Obtain Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Create AIX Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

Installing the Application Server Software . . . . . . . . . . . . . . . . . . . . . . . . . . 353

Installing the Oracle WebLogic Server Software . . . . . . . . . . . . . . . . . . . 353Installing the IBM WebSphere Application Server Software . . . . . . . . . . . 354

Installing the IBM WebSphere Application Server V7.0 Fix Pack 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Appendix I Installing the OpenPages Database Schema

About Installing the OpenPages Database Schema . . . . . . . . . . . . . . . . . . . . 358

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Information Required to Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359Copy the Installer Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359Additional AIX-Only Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Set Execution Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359Create the Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . 360

Installing the 64-Bit Oracle Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361

Creating Tablespace and Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362

About the Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 362Changing Database Object Names for ASM . . . . . . . . . . . . . . . . . . . . . . 362

Appendix J Silent Install

Installing the Database Software in Silent Mode . . . . . . . . . . . . . . . . . . . . . . 368

Installing the 64-bit Oracle Client in Silent Mode . . . . . . . . . . . . . . . . . . . . . 371

Installing the OpenPages Application in Silent Mode . . . . . . . . . . . . . . . . . . . 374

Installing the 32-bit Oracle Client in Silent Mode . . . . . . . . . . . . . . . . . . . . . 388

Installing Cognos and the CommandCenter Database Schema in Silent Mode . 390

Installing CommandCenter in Silent Mode . . . . . . . . . . . . . . . . . . . . . . . . . . 396

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IBM OpenPages GRC Platform 6.1 Installation Guide with Database xii

Appendix K Installing Client-Side Applications

Installing and Configuring Cognos 8 Go! Office — Windows only . . . . . . . . . . 404

Pre-requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404Installing Go! Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404

Installing Cognos Framework Manager — Windows only . . . . . . . . . . . . . . . . 406

Pre-requisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406Installing Framework Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 406Configure Framework Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 407

Appendix L Hardware Prerequisites

About Hardware Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 410

Hardware Recommendations for Application Servers . . . . . . . . . . . . . . . . . . 411

Network Bandwidth Recommendations . . . . . . . . . . . . . . . . . . . 413

Hardware Recommendations for the Database Server . . . . . . . . . . . . . . . . . . 414

Minimum Memory and Storage Recommendations . . . . . . . . . . . . . 414Minimum Processor Recommendations . . . . . . . . . . . . . . . . . . . . . 414Data Storage Recommendations . . . . . . . . . . . . . . . . . . . . . . . . . 416 Network Bandwidth Recommendations . . . . . . . . . . . . . . . . . . . 417

Hardware Recommendations for Reporting Servers . . . . . . . . . . . . . . . . . . . 418

Network Bandwidth Recommendations . . . . . . . . . . . . . . . . . . . . . 419Appendix M SQL Files

SQL Files Used During a Fresh Installation . . . . . . . . . . . . . . . . . . . . . . . . . 422

Schema and Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 422Stored Procedural Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423Bootstrap Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424Clean Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 424Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 425

Appendix N Notices

Index

Contents

IBM OpenPages GRC Platform 6.1.0 Installation Guide with Database 1

1

Introduction

Welcome to the IBM OpenPages GRC Platform 6.1 Installation Guide with Database. This chapter contains information on the following topics:

About this Guide on page 3 Who Should Use this Guide on page 5 About IBM OpenPages GRC Platform 6.1 on page 6 Planning Your Installation on page 9 Additional Reference Material on page 13

IBM OpenPages GRC Platform 6.1.0 Installation Guide 2

Change History This section lists content changes or corrections made to this book since its last publication. The “Part #” column in the following table corresponds to the “Part Number” listed in the documentation “Release Information” section on page ii. Content changes are cumulative and are reflected in the latest publication.

Note: The numbers in brackets after some entries, such as [1234], are for internal tracking use only.

Table 1-1: Change History

Section and Page Change or Correction

Appendix C “Configuring LDAP over SSL and OpenPages Application Server” on page 276

Added information for configuring LDAP over SSL (LDAPS).

Appendix L “Hardware Prerequisites” on page 401 Added hardware sizing requirements.

Appendix D “Changing Port Numbers” on page 291 Made numerous changes to procedures described in this appendix.

Chapter 1: Introduction


• • • • • • • • • •About this Guide

The IBM OpenPages GRC Platform 6.1 Installation Guide with Database contains information for installing and configuring the OpenPages environment. Chapters 1 and 2 contain overview information on the OpenPages environment.

The software installation and configuration begins with Chapter 3 and proceeds through Chapter 8, with Chapter 10 containing information on uninstalling the OpenPages environment. The appendices contain information about specific OpenPages environments that may pertain to your environment.

When describing Windows installation procedures, this guide suggests using the command line to launch certain applications. Optionally, you can use Windows Explorer to launch these applications.

Specifically, the IBM OpenPages GRC Platform 6.1 Installation Guide with Database contains the following chapters:

Chapter 1 “Introduction” on page 1

This chapter introduces the OpenPages environment. This chapter will help you understand the OpenPages environment and help you plan your OpenPages installation.

This chapter also describes the vertical and horizontal clustering scenarios supported by OpenPages. This chapter will help you plan your OpenPages environment.

Chapter 2 “Prerequisites” on page 15

This chapter describes the hardware and software prerequisites required for each system in the OpenPages environment.

Chapter 3 “Getting Started” on page 29

This chapter provides important information on installing the OpenPages environment and is where you would start when installing the OpenPages environment.

Chapter 4 “Installing the Database Software” on page 43

This chapter contains information on how to run the IBM OpenPages GRC Platform Installer for Repository to install and configure the Oracle database.

Chapter 5 “Installing the OpenPages Application” on page 55

This chapter explains how to install the OpenPages application software on either a cluster administrator or cluster member server.

Chapter 6 “Installing Cognos and Content Store” on page 83

This chapter explains how to install the Cognos applications that CommandCenter will leverage and how to configure Content Store, the CommandCenter database schema and users.

Chapter 7 “Installing OpenPages CommandCenter” on page 111

This chapter describes how to install CommandCenter and how to perform the required post-installation tasks.

Chapter 8 “Performing Post-installation Tasks” on page 127

This chapter describes how to perform required and optional post-installation procedures for the OpenPages application and CommandCenter. You must review this chapter to determine the appropriate post-installation steps for your environment.

Chapter 9 “Starting and Stopping OpenPages” on page 151

This chapter provides important information on how to start and stop the OpenPages services.



Chapter 10 “Uninstalling OpenPages” on page 167

This chapter describes how to uninstall OpenPages.

Appendix A “Adding Cluster Members” on page 181

This chapter describes how to add new instances of OpenPages after installation.

Appendix B “Configuring Clustered Environments” on page 205

This chapter describes how to configure load balancing in your OpenPages environment. If you plan to use a load-balanced environment, you must perform the procedures in this chapter.

Appendix C “Configuring SSL” on page 231

This chapter describes how to configure Single Sockets Layer (SSL) security for the OpenPages environment. If you plan to use OpenPages with SSL, you must perform the procedures in this chapter.

Appendix E “Configuring OpenPages on One Machine” on page 323

This chapter describes special configuration if the OpenPages application and CommandCenter are installed on a single server.

Appendix D “Changing Port Numbers” on page 291

This chapter describes how to change the default port numbers used by the IBM OpenPages GRC Platform installer. If you plan to change these default ports, you must perform the procedures in this chapter.

Appendix F “Integrating OpenPages into Single Sign-on” on page 325

This chapter describes how to integrate OpenPages into your organization’s single sign-on system. If you plan to add OpenPages into your local single sign-on environment, you must perform the procedures in this chapter.

Appendix G “Creating the CommandCenter Database Schema” on page 333

This chapter describes how to use the existing OpenPages database instance for Content Store. By default, OpenPages and CommandCenter use separate instances. If you plan to use a single instance for both, you must perform the procedures in this chapter.

Appendix H “Manually Installing the Application Server” on page 349

This chapter describes how to install the Oracle WebLogic Server or IBM WebSphere Application Server software. If you plan to install the application server software manually, you must perform the procedures in this chapter.

Appendix I “Installing the OpenPages Database Schema” on page 357

This chapter describes how to manually create the OpenPages Database Schema, a set of database users and a tablespace. If you plan to install the database schema manually, you must perform the procedures in this chapter.

Appendix J “Silent Install” on page 367

This appendix contains procedures for running several OpenPages silent installers.

Appendix K “Installing Client-Side Applications” on page 403

This chapter describes how to install the client-side applications that are included in the OpenPages installation kit.

Appendix L “Hardware Prerequisites” on page 409

This appendix outlines the minimum recommended hardware configurations for installing the IBM OpenPages GRC Platform software.

Appendix M “SQL Files” on page 421

This chapter describes several SQL scripts that you can use during a typical OpenPages installation. Review the information in this chapter for informational purposes.




• • • • • • • • • •Who Should Use this Guide

This document details the procedures for installing the components that comprise the IBM OpenPages GRC Platform 6.1 release.

This document is intended for use by OpenPages administrators. An administrator must have a background in operating systems administration, application server management, relational database management, systems security management, and other aspects of systems management.

Users must be familiar with running graphic interface installers, executing command-line scripts, accessing operating system administrative tools, editing text files, navigating local system and network directories, and other similar tasks.


About IBM OpenPages GRC Platform

• • • • • • • • • •6.1

This section contains general information about installing IBM OpenPages GRC Platform 6.1, including required and optional third-party software.

About the OpenPages DatabaseThe installation kit you purchased includes an installer program for the OpenPages Database, or OpenPages Repository. The installer program installs the database server software and sets up the database instance for use with the OpenPages application. If your environment includes multiple server machines, the installer program also includes the Oracle Client software for installation on these machines.

The OpenPages application requires a set of database users and a tablespace, called the OpenPages Database Schema. You install these database components automatically during the OpenPages application installation or manually using SQL scripts, based on your needs. Both the scripts and the installer create and configure all of the required elements.

About the Oracle Database SoftwareThe IBM OpenPages GRC Platform requires that the Oracle database be installed before you begin installing the OpenPages application.

The installation kit contains tools to install the Oracle database and all required users and tablespaces.

IBM OpenPages GRC Platform 6.1 includes support for Oracle® Database 11g R2 Standard Edition and for locales in addition to the English locale.

About the OpenPages Application ServerOpenPages requires that Oracle WebLogic Server or IBM WebSphere Application Server application server software already be installed prior to installing the OpenPages application.

Windows

If you are installing OpenPages in a Windows environment, you will use the Oracle WebLogic Server. You may have purchased Oracle WebLogic Server from IBM or from a third-party vendor.

If you purchased Oracle WebLogic Server from:

IBM. The installation kit includes an installer for Oracle WebLogic Server built into the application installer.

Another vendor. You must install the Oracle WebLogic Server on your system before you begin the OpenPages application installation process.

AIX

If you are installing IBM OpenPages GRC Platform in an AIX environment, you must install IBM WebSphere Application Server on your system according to the vendor’s instructions before you begin the OpenPages application installation process.



About CommandCenterCommandCenter™ is OpenPages’ suite of executive dashboards and reports designed to accelerate review and approval of governance, risk and compliance management (GRCM) information throughout the enterprise. CommandCenter enables business users to navigate through complex information easily by clicking on dashboard elements to drill-down through detailed sub-reports. When paired with OpenPages, CommandCenter can help businesses see exactly how their GRCM efforts are progressing.

Users with the proper permissions can access reports that are created and maintained in CommandCenter through the OpenPages user interface. In addition to the sample reports included with OpenPages, users can create new reports in CommandCenter and publish them into OpenPages. For details on creating and formatting new or ad hoc reports, see the appropriate Cognos documentation.

About Cognos 8 Business IntelligenceOpenPages supports IBM® Cognos® 8 Business Intelligence Server software to provide reporting capability.

The following Cognos applications are supported by OpenPages and can be installed using the IBM OpenPages GRC Platform Installer for Cognos:

Cognos 8 Business Intelligence (BI) Cognos 8 Software Development Kit (SDK) Cognos 8 Go! Dashboard Cognos 8 Go! Mobile

In addition, Windows users may install optional Cognos 8 applications such as Go! Office.

About the OpenPages Installation PackagesIBM OpenPages GRC Platform is available in one of the following OpenPages installation packages:

Windows

• IBM OpenPages GRC Platform. This package contains the installers for the Oracle database, the OpenPages database elements (the OpenPages Database), the OpenPages application, and CommandCenter. You must purchase the Oracle WebLogic Server software from a third-party vendor and install the software manually.

• IBM OpenPages GRC Platform with Application Server. This package contains the installers for the Oracle database, the OpenPages database elements (the OpenPages Database), the OpenPages application, and CommandCenter. The IBM OpenPages GRC Platform Installer will also install the Oracle WebLogic Server software automatically.

AIX

• IBM OpenPages GRC Platform. This package contains the installers for the Oracle database, the OpenPages database elements (the OpenPages Database), the OpenPages application, and CommandCenter. You must purchase the IBM WebSphere Application Server software from a third-party vendor and install the software manually.



About the OpenPages Super AdministratorOpenPages uses the concept of a Super Administrator account. A Super Administrator is a user that you define who has complete access to all objects, folders, role templates, and groups in the OpenPages system.

As part of the installation process, you will set up a Super Administrator account.

About MultiCasting in the OpenPages EnvironmentThe Fujitsu Interstage BPM software that will be automatically installed by OpenPages requires a multicast IP address to communicate with itself and with other aspects of the OpenPages environment.

In a clustered OpenPages environment with multiple IBPM instances, IBPM requires the multicast IP address to communicate with each instance.

In a single OpenPages environment with a single IBPM instance, IBPM requires the multicast IP address to communicate with itself.

There are multiple IBPM servers in a single environment and the multicast IP is used for JMS synchronization in the workflow.

You must obtain a multicast address before installing the OpenPages application.

Notes

The multicast IP address must be unique within the network address space. When installing on a secondary server in a horizontal environment, use the same

multicast IP address on all servers.



• • • • • • • • • •Planning Your Installation

When planning your IBM OpenPages GRC Platform environment, consider the following concepts.

“About Installation Configurations” on page 9 “About Scaling the OpenPages Environment” on page 9 “About Load-balancing” on page 12 “About the OpenPages Database Schema” on page 12 “About OpenPages and Single Sign-on Solutions” on page 12

About Installation ConfigurationsPlan what type of installation will work best for your OpenPages environment.

For light loads such as a Development or Test environment (fewer than 50 concurrent users), a two-server setup should be sufficient, with one server hosting the OpenPages application and CommandCenter, and the second server hosting the Oracle database.

For moderate loads (fewer than 200 concurrent users), a three-server configuration is recommended, with one server for the OpenPages application, a second server for the CommandCenter, and a third server for the Oracle database.

For heavier user loads (more than 200 concurrent users), you have the option of scaling the OpenPages vertically and/or horizontally by adding additional instances of the OpenPages and CommandCenter applications.

Note: A server with both the OpenPages application and CommandCenter must be specifically configured after installation to use the correct Java version, as described in Appendix E “Configuring OpenPages on One Machine” on page 323.

About Scaling the OpenPages EnvironmentThe OpenPages application supports both vertical and horizontal scaling, as described in the figures below.

Scaling allows you to increase the number users in the system by adding additional instances of the OpenPages application.

When scaling, note that the OpenPages environment must have a cluster administrator machine. The cluster administrator machine consists of one admin server, which is used to configure resources on one or more managed servers.

A managed server is a Java Virtual Machine (JVM) that allows users to access the OpenPages application and database without the overhead of an administrative instance.

For every OpenPages application server, there is also an OpenPages workflow server. The OpenPages workflow server is installed as part of the OpenPages application server installation.

For the purposes of this document, this pairing of an instance of the OpenPages application and a corresponding Workflow server is called a node.

Scaling either vertically or horizontally requires the use of a load-balancer to distribute the incoming requests across the nodes.



About Vertical ScalingVertical scaling involves configuring a single machine, called a cluster administrator, with an admin server and one or more managed servers, as illustrated below.

In a vertical cluster, there is one OpenPages instance that serves as the admin server, along with one or more managed servers.

This approach assumes you have sufficient memory and CPU power in a single environment to support the additional nodes.

Figure 1-1: Vertical Scaling in an OpenPages Environment



About Horizontal ScalingWhen the number of user requests that a vertical cluster can accommodate reaches a practical limit due to system memory and other hardware constraints, a second physical machine can be added, creating a horizontally-scaled environment.

In a horizontally-scaled environment, the cluster administrator hosts the admin server and one or more managed servers, while additional managed servers are hosted on separate physical servers, called cluster members.

Each cluster member can include another vertical cluster consisting of one or more managed servers, but no admin server, as illustrated below.

Figure 1-2: Horizontal Scaling in an OpenPages Environment

About Scaling CommandCenterCommandCenter leverages the IBM Cognos Business Intelligence application, which can also scale vertically or horizontally. Scaling CommandCenter involves increasing the number of processes that can handle requests and may involve configuring additional Cognos dispatchers.

Scaling the reporting server vertically within the same environment involves increasing the number of processes available to handle requests, and depending on the load, may involve configuring additional dispatchers.

Scaling the reporting server horizontally involves installing additional environments and registering the Cognos dispatchers so that the incoming requests will be distributed across the multiple environments.



About Load-balancingLoad balancing is a mechanism used to divide the load of incoming client requests across multiple application server machines so that the load on each machine is lessened. This configuration enables the OpenPages application to scale as the number of concurrent users rises. The redundancy of the application tier, combined with the redundant hardware, also provides a path to high-availability for OpenPages.

If you decide to use a load-balanced environment, see “Configuring Clustered Environments” on page 205.

About the OpenPages Database SchemaThe OpenPages application requires a set of database users and a tablespace, called the OpenPages Database Schema. You install these database components automatically during the OpenPages application installation or manually using SQL scripts, based on your needs. Both the scripts and the installer create and configure all of the required elements.

During the OpenPages application installation, you will be prompted to install the OpenPages Database Schema. Select Yes to install the schema or No if you have already installed the schema.

If you choose to install the database components manually, see Appendix I “Installing the OpenPages Database Schema” on page 357.

About OpenPages and Single Sign-on SolutionsThe OpenPages application and CommandCenter can integrate with a number of single sign-on solutions, such as IBM’s Tivoli Access Manager (TAM) or CA SiteMinder.

If you decide to use a single sign-on strategy for the OpenPages application and/or CommandCenter, see Appendix F “Integrating OpenPages into Single Sign-on” on page 325.



• • • • • • • • • •Additional Reference Material

Additional references are available on the Installer Disc 1 DVD:

For information about OpenPages phrases and terminology, see the IBM OpenPages GRC Platform Administrators Guide.

For a more detailed explanation of the features and enhancements contained in this release, see the IBM OpenPages GRC Platform Release Notes.



2

Prerequisites

This chapter contains information on the following topics:

Software Prerequisites on page 17 Setting Up Required Users and Groups on page 20 Preparing the OpenPages Application and Servers on page 26


• • • • • • • • • •Hardware Prerequisites

For the minimum recommended hardware configurations for installing the IBM OpenPages GRC Platform software, please refer to Appendix L “Hardware Prerequisites” on page 409.

A typical OpenPages environment requires three machines – an application server, a database server, and a reporting server. You may increase the number of OpenPages instances to scale vertically or horizontally in a load balanced configuration.

IMPORTANT! The name of the application, database, and reporting servers should not contain underscores (for example: OpenPages_Application). Issues with connectivity between the Oracle Enterprise Manager and the Oracle WebLogic Server can occur if the name has underscores.

Chapter 2: Prerequisites


• • • • • • • • • •Software Prerequisites

This section details the third-party software that must be installed in the IBM OpenPages GRC Platform 6.1 environment before starting the installation. The section also details the software that will be installed during the installation process, either by the IBM OpenPages GRC Platform Installer or third-party installers. Several optional third-party applications that can be integrated into the OpenPages environment are also listed.

Software to Be Installed Before the OpenPages Installation ProcessThe following third-party software must be installed before beginning the OpenPages 6.1 installation.

Windows

In a Microsoft Windows/Oracle WebLogic Server environment install these components before starting the OpenPages installation:

Install on All Servers:

All servers in the OpenPages environment should have the following software installed before starting the OpenPages installation:

Microsoft® Windows Server™ 2008 R2 and later Service Packs (64-bit operating system)

Microsoft® Internet Explorer 7.x (or 8.x in Compatibility View mode) A file compression utility, such as WinZip A PDF reader (such as Adobe Acrobat)

Install on the Application Server(s):

In addition to the software listed above for all servers, the servers that host the OpenPages application should have the following software installed before starting the OpenPages installation

JDK 1.6 or greater, 64-bit (This is a prerequisite only if you have not purchased Oracle WebLogic Server from OpenPages)

Oracle WebLogic Server 10.3.2 and any higher Patch Set (This is a prerequisite only if you have not purchased Oracle WebLogic Server from OpenPages) Note: The IBM OpenPages GRC Platform Installer requires that Oracle WebLogic Server be installed to a path with no spaces.



Install on the Reporting Server(s)

In addition to the software listed above for all servers, the servers that host CommandCenter should have the following software installed before starting the OpenPages installation:

Microsoft Internet Information Services (IIS) 7.5 -- or -- Apache HTTP Server™ 2.2.14 or greater

AIX

In an AIX/IBM WebSphere Application Server environment install these components before starting the OpenPages 6.1 installation:

Install on All Servers:

All servers in the OpenPages environment should have the following software installed before starting the OpenPages installation:

IBM AIX® 6.1 (64-bit) A file compression utility, such the latest version of GNU tar utility (gtar) A PDF reader

Install on the Application Server(s):

In addition to the software listed above for all servers, the servers that host the OpenPages application should have the following software installed before starting the installation:

IBM WebSphere® Application Server (WAS) Network Deployment 7.0.0.13 and any higher Fix Pack.

Note: Minimum requirement is Websphere 7.0.0.13

IMPORTANT! The IBM OpenPages GRC Platform requires a dedicated AIX LPAR and IBM WebSphere Application Server environment. Sharing the OpenPages LPAR with other applications and IBM WebSphere Application Server environments is not supported.

Install on the Reporting Server(s)

In addition to the software listed above for all servers, the servers that host the CommandCenter application should have the following software installed before starting the CommandCenter installation.

Apache HTTP Server™ 2.2.14 or greater tar utility 1.23 or higher

Note: The AIX default tar utility may not be able to decompress the contents of downloaded media pack images.




Software Installed During the OpenPages Installation ProcessThe following components will be installed during the OpenPages installation process in both the Oracle WebLogic Server and IBM WebSphere Application Server environments. This installation guide gives full details for installing each of these applications.

Oracle Database Server Oracle 11G Release 2 (11.2.0.1) Standard Edition with October 2010 Critical Patch Update

Oracle Database Client 11g Release 2 (11.2.0.1) 64-bit with October 2010 Critical Patch Update (application server)

Oracle Database Client 11g Release 2 (11.2.0.1) 32-bit with October 2010 CPU Patch applied 32-bit (reporting server)

Oracle WebLogic Server 10.3.2 (if you have purchased Oracle WebLogic Server from IBM)

OpenPages 6.1 Application Fujitsu Interstage® Business Process Manager (BPM) IBM Cognos® Business Intelligence 8.4.1 OpenPages 6.1 CommandCenter JRE 1.6 or greater

Optional Third-Party SoftwareOpenPages integrates with the following optional third-party software:

CA SiteMinder®, version 5.5 or greater (single sign-on application) VMWare® ESX versions 3.5.1 or 4.0 (virtualization platform) IBM® Tivoli® Access Manager (TAM) version 6.1 (user authentication, authorization and

Web SSO solution)

Note: SiteMinder is only supported on servers running an English language operating system.

For instructions on:

Configuring SiteMinder settings, see Appendix F “Configure the OpenPages Interface for Single Sign-on” on page 326.

Configuring VMWare, see “VMWare Configuration Requirements — Windows Only” on page 27.

Software to Be Installed on OpenPages Client SystemsAny system that will access the OpenPages application should have the following software installed:

A web browser, such as Microsoft® Internet Explorer 7.x (or 8.x in Compatibility View mode)

A PDF reader, such as Adobe Reader (version 7.0 or higher) for CommandCenter reporting functions

Microsoft Excel 2003 (or higher) for CommandCenter reporting functions Microsoft .NET Framework version 2.0 on clients where IBM Cognos 8 Go! Office will be

installed

Optionally, you may install any of the following on a Windows client machine:

IBM Cognos Go! Office (available on the OpenPages installation kit) IBM Cognos 8 BI Framework Manager (available on the OpenPages installation kit)


• • • • • • • • • •Setting Up Required Users and Groups

Before starting the installation, you must create specific users and user groups, as required by your operating system.

Create Users and Groups for WindowsThe user accounts used to install and configure the OpenPages environment must be members of the Power Users or Administrators groups. Users in either of these groups will be able to perform all actions required to install and configure IBM OpenPages GRC Platform.

IMPORTANT! The password for this user cannot contain special characters due to conflicts with OpenPages scripts.

Create Users and Groups for AIXThe users and groups must be created and configured by a user with SYSADMIN privileges and access to root. Please refer to Oracle® Database Installation Guide 11g Release 2 (11.2) for IBM AIX on POWER Systems (64-Bit) for specific information.

If you are installing a cluster environment, these users must be created on the cluster administrator server and on each cluster member.

IMPORTANT! During the OpenPages installation, you will need to manually create directories. If you plan to install OpenPages within the /opt directory using a non-root user, you will need to create these directories as root. A non-root user will likely not have permission to create directories under /opt.

Creating Users and Groups on the Database Server

The information in this topic applies only to AIX environments.

Create and configure the oinstall, dba, and oper groups and the oracle user on the server that will host the Oracle database.

Steps:

1. Log onto the database server as root.2. Open an AIX shell and enter the following command to create a group called oinstall.

This group is the primary group for the oracle user. This will be the inventory group.

mkgroup -A oinstall mkgroup -A dba

Note: The Oracle database requires these names be used for these groups.

Table 2-1: Required Users and Groups for Database Server

User Assign to Groups Permissions Reason

oracle oinstall; dba

oinstall should be the primary group for this user.

User must have read, write, execute permission to:

• Oracle client install directory

This is required by Oracle database installer.

IMPORTANT! The password for this user cannot contain special characters due to conflicts with OpenPages scripts.



3. Navigate to the /usr/sbin/ and enter the following command to create a user called oracle, assign the initial log in group (oinstall) and add the user to the dba group.

/usr/sbin/useradd -m -g oinstall -G dba oracle

Note: The Oracle database installer requires that this user be named oracle.

4. Change the password for the oracle user using the following command:

passwd oracle

5. Enter a new password at the New Password prompt.6. Configure the oracle user to limit the size of a file the user can create.

chuser fsize= cpu= data= stack= rss= oracle

Where:

• fsize sets the largest file a user's process can create or extend• cpu sets the largest amount of system unit time (in seconds) that a user's process

can use• data sets the largest data segment for a user's process• stack sets the largest process stack segment for a user's process• rss sets the largest amount of physical memory a user's process can allocate

Note: Use a negative number to set the limits to unlimited to allow this user to copy the installation kit from the install media to a local system. These values can be changed later to better suit your environment.

Example

The following example sets the file size to unlimited for the current user:

chuser fsize=-1 cpu=-1 data=-1 stack=-1 rss=-1 oracle

Creating Users and Groups on the Application Server


You need to create two users and one group to install the Oracle Client, IBM WebSphere Application Server, and the OpenPages application. You may create a separate user and group to install IBM WebSphere Application Server.

Create and configure the oinstall group and the oracle user on the server that will host the OpenPages application, in order to install the Oracle client.

Table 2-2: Required Users and Groups for Application Server


oracle oinstall User must have read, write, execute permission to:


This is required by Oracle client installer.

wasuser IBM WebSphere Application Server install


• IBM WebSphere Application Server install directory

Allows you to create a non-root user to install the IBM WebSphere Application Server software. You may create a separate user and group or use opuser.



Steps:

1. Log onto the application server as root and open an AIX shell.2. Enter the following command to create a group called oinstall. This group is the

primary group for the oracle user.

mkgroup -A oinstall

Note: The Oracle Client installer requires that this group be named oinstall.

3. Navigate to the /usr/sbin/ and enter the following command to create a user called oracle and assign the user to the oinstall group. This user will be used to install Oracle client.

/usr/sbin/useradd -m -g oinstall oracle

Note: The Oracle Client installer requires that this user be named oracle.

opuser staff security audit bincron (optional)IBM WebSphere Application Server install group

staff should be the primary group for this user.




• Java JDK or JRE install directory

User must be able to run SQL*Plus commands.

• staff. This is a standard, default group that most users have as the primary group.

• cron. Optionally, add the user to this group to allow this user to execute cron jobs.

• security. Add the user to this group to allow the user to set user attributes.

• audit. Add the user to this group to allow the user to be audited or to perform audits.

• bin. Add the user to this group to allow access to tools in the bin directory, such as gunzip.

If IBM WebSphere Application Server was installed by another user (not opuser), then opuser must be added to the IBM WebSphere Application Server install group.

Table 2-2: Required Users and Groups for Application Server




4. Configure the oracle user to limit the size of a file the user can create. Use a negative number for unlimited.


Where:

• fsize sets the largest file a user's process can create or extend• cpu sets the largest amount of system unit time (in seconds) that a user's process

can use• data sets the largest data segment for a user's process• stack sets the largest process stack segment for a user's process• rss sets the largest amount of physical memory a user's process can allocate


Example




passwd oracle

6. Enter a new password at the New Password prompt.7. Create a user to install the OpenPages application, such as opuser.

useradd -m

8. Configure the opuser user to limit the size of a file the user can create. Use a negative number for unlimited.

chuser fsize=

9. Add the OpenPages user to the bin, security, and audit Oracle groups. Optionally, you can add the user to the cron group.

usermod -g staff -G bin,security,cron,audit opuser

10. Change the password for the OpenPages user using the following command:

passwd

11. Enter a new password at the New Password prompt.



Creating Users and Groups on the Reporting Server


You need to create two users and one group to install the Oracle client and the CommandCenter application.

Create and configure the oinstall group and the oracle user on the server that will host the OpenPages application, in order to install the Oracle client.

Steps:

1. Log onto the application server as root and open an AIX shell.2. Enter the following command to create a group called oinstall. This group is the

primary group for the oracle user.

mkgroup -A oinstall

Note: The Oracle Client installer requires that this user be named oinstall.

3. Navigate to the /usr/sbin/ and enter the following command to create a user called oracle and assign the user to the oinstall group. This user will be used to install Oracle client.

/usr/sbin/useradd -m -g oinstall oracle

Note: The Oracle Client installer requires that this user must be named oracle.

Table 2-3: Required Users for Reporting Server


oracle oinstall User must have read, write, execute permission to:


oinstall

This is required by Oracle client installer.

opuser staff cron security audit bin

staff should be the primary group for this user.




• Cognos install directory

• Java JDK or JRE install directory

• Apache Web Server install directory

User must be able to run SQL*Plus commands.

• staff. This is a standard, default group to which most users have as the primary group.

• cron. Optionally, add the user to this group to allow this user to execute cron jobs.

• security. Add the user to this group to allow the user to set user attributes.

• audit. Add the user to this group to allow the user to be audited or to perform audits.

• bin. Add the user to this group to allow access to tools in the bin directory, such as gunzip.



4. Configure the oracle user to limit the size of a file the user can create. Use a negative number for unlimited.


Where:

• cpu sets the largest amount of system unit time (in seconds) that a user's process can use

• data sets the largest data segment for a user's process• stack sets the largest process stack segment for a user's process• rss sets the largest amount of physical memory a user's process can allocate


Example




passwd oracle

6. Enter a new password at the New Password prompt.7. Create a user to install the OpenPages application, such as opuser.

useradd -m

8. Configure the opuser user to limit the size of a file the user can create. Use a negative number for unlimited.

chuser fsize=

9. Add the OpenPages user to the bin, security, and audit Oracle groups. Optionally, you can add the user to the cron group.

usermod -g staff -G bin,security,cron,audit opuser

10. Change the password for the OpenPages user using the following command:

passwd

11. Enter a new password at the New Password prompt.



Preparing the OpenPages Application

• • • • • • • • • •and Servers

Before beginning the installation, perform the following tasks on your OpenPages servers.

Task 1: Preparing the EnvironmentBefore starting the upgrade, ensure the following conditions are met on all of your servers.

Windows

Ensure that you have access to the Windows Registry via regedit. Ensure that there is network access to the server that will host the Oracle database

using the TNSPING utility or SQL*Plus. Set up the required users and groups using the appropriate permissions for installing

applications. Enable Data Execution Prevention (DEP) in Microsoft Windows Server 2008 R2 for

essential Windows programs and services only (see below). Ensure that all required ports are available for application use. If using multiple network interfaces, make sure all of the IP addresses and host names

are listed in the Windows hosts file (see below).

AIX

Ensure that there is network access to the server that will host the Oracle database using the TNSPING utility or SQL*Plus.

Set up the required users and groupsusing the appropriate permissions for installing applications.

Ensure that all required ports are available for application use.

Task 2: Enabling DEP for Essential Windows Programs and Services Only

The information in this topic applies only to Windows environments.

By default, Windows Server 2008 uses settings designed to prevent an application from executing unauthorized code. However, this setting can interfere with the OpenPages installer. During the software installation, you must configure DEP to allow the installers to work, as shown below.

To enable Data Execution Prevention (DEP) for essential Windows programs and services only, see the steps below.

Steps:

1. Log onto each server in the environment.2. Launch Windows Explorer.3. In the left side, right-click Computer and select Properties from the menu. 4. In the System Properties window, click the Advanced System Settings link. 5. On the Advanced tab, under the Performance heading, click the Settings button.6. In the Performance Options window, click the Data Execution Prevention tab, and

then select Turn on DEP for essential Windows programs and services only. 7. Click OK and then restart your system to enable the change.8. Repeat these steps in each server where you will be installing OpenPages.

When the installation of all software is complete, you can return the DEP to its previous setting, as necessary.



VMWare Configuration Requirements — Windows OnlyThe information in this topic applies only to Windows environments.

The VMWare performance on a Virtualized system is comparable to native hardware. You can use the hardware guidelines for the application server or reporting server for sizing VM requirements.

Notes

Virtualization of the database server is not supported. Cloning of OpenPages application server VMs is not supported.

Each VM server machine must meet these software requirements:

VMWare ESX Server version 3.5.1 or 4.0 VMWare Infrastructure Client version 4.0 Microsoft Windows 2008 R2

Configuring Oracle WebLogic Server on a Multi-Homed Computer — Windows Only

The information in this topic applies only to Oracle WebLogic Server environments.

In a Oracle WebLogic Server environment, where the application server uses more than one network interface card (NICs) to create multiple network interfaces, you need to modify the Windows hosts file to point to the primary NIC. Without specifying the IP address of each NIC, the Oracle WebLogic Server may listen on the wrong NIC.

Oracle WebLogic Server picks up the fully qualified domain name from the first entry in the %SYSTEMROOT%\system32\drivers\etc\hosts file.

Steps

1. Log on to the 6.1 application server as a user with Administrator privileges.2. Launch a Command Prompt window (using the Run as Administrator option) and

navigate to the %SYSTEMROOT%\system32\drivers\etc\ directory.3. Open the hosts file in a text editor of your choice.4. On a separate line, enter the IP address and host name of the primary NIC.5. On separate lines, enter the IP address and host name of any other NICs on that server.6. Save and close the file.7. Restart the Oracle WebLogic Server.



3

Getting Started

Use this chapter to begin the installation of the IBM OpenPages GRC Platform.

This chapter contains the following topics:

About the Media Pack on page 30 How to Install OpenPages on page 32 Additional Information for Installation on page 38


• • • • • • • • • •About the Media Pack

The IBM OpenPages GRC Platform media pack contains a number of DVDs, depending upon which features your organization purchased.

The following table lists the name of each DVDs in the media pack, the name of the top folder on each DVD, and describes the contents of each DVD.

Note: Throughout this guide, each DVD will be referred to by the Reference name listed in the table.

Table 3-1: Media Packs and Contents

Media Pack Contains Operating System

IBM OpenPages GRC Platform with All Modules

Installers for all IBM OpenPages GRC Platform applications.

Windows and AIX

IBM OpenPages GRC Platform with Application Server and All Modules

Installers for all IBM OpenPages GRC Platform applications; includes Oracle WebLogic Server.

Windows only

IBM OpenPages GRC Platform with Database and All Modules

Installers for all IBM OpenPages GRC Platform applications; includes Oracle database server.

Windows and AIX

IBM OpenPages GRC Platform with Database and Application Server and All Modules

Installers for all IBM OpenPages GRC Platform applications; includes Oracle database server and Oracle WebLogic Server.

Windows only

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