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Installation Guide
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QuerySurge™
Windows Installation Guide
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Installation Guide
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QuerySurge™ Windows
Installation Guide
Table of Contents
Welcome to QuerySurge ......................................................................................................................... 3
Resources ........................................................................................................................................ 3
About the QuerySurge™ Architecture ...................................................................................................... 4
QuerySurge™ Installation Best Practices ................................................................................................... 6
QuerySurge™ Installation Requirements ................................................................................................... 6
Hardware Requirements .......................................................................................................................... 7
QuerySurge™ single machine installation .................................................................................................. 8
Log into QuerySurge™ ........................................................................................................................... 10
QuerySurge™ licensing .......................................................................................................................... 10
QuerySurge™ getting started ................................................................................................................. 11
QuerySurge™ configuration ................................................................................................................... 11
Documentation ..................................................................................................................................... 11
Installation Guide
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Welcome to QuerySurge
Welcome to QuerySurge, RTTS’ enterprise testing tool that automates the testing of data warehouses and the
ETL testing process. QuerySurge is also very effective when testing Data Migrations, Database Upgrades, System
Upgrades and Interface Testing. QuerySurge ensures that the data extracted from sources remains intact in the
target by analyzing and pinpointing any differences.
This Installation Guide is not meant to be an all-inclusive guide, but is targeted at providing you with an overview of QuerySurge and some of the key functionality provided. Additional information regarding other features in QuerySurge can be found in the online Help.
Resources
QuerySurge Help is built into the product and provides immediate answers to questions that arise as you
work with QuerySurge. Help can be found in the top toolbar in text form or in the bottom toolbar by the Help
icon.
QuerySurge Chat can be accessed through the QuerySurge product or on the QuerySurge web site. Experts
are available Monday to Friday from 9:00am to 5:00pm Eastern Time (New York) to assist you with questions
regarding installation, configuration and usage of the QuerySurge testing tool. Chat can also be used during off
hours to leave text questions or comments.
Video Library provides tutorials, demos and webinars on the ins and outs of QuerySurge usage.
http://www.querysurge.com/product-tour/video-library
Contact Us page provides a form where you can submit comments, questions or suggestions.
http://www.querysurge.com/company/contact-us
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About the QuerySurge™ Architecture
QuerySurge is a locally installed, browser-based testing tool. Supporting all current browsers (Chrome, Firefox, IE, Safari,
etc.), QuerySurge is perfect for teams that are geographically distributed. QuerySurge extracts the data-under-test to its
own, separate infrastructure, which
eliminates processing overhead on the
Source and Target database servers in your
data warehouse architecture. The
QuerySurge architecture is comprised of an
application server, database server and
agents.
QuerySurge Application Server and
Database
QuerySurge utilizes a Tomcat Application
Server and a MySQL database. The
database is bundled with and embedded
within the product.
QuerySurge Agents
QuerySurge Agents are the components of the architecture that execute queries against source and target data sources,
returning the results to the QuerySurge database. The Agents execute SQL queries, validating each piece of data
throughout the ETL process. This exposes all data mismatch failures, row count differences, and column type mismatch
failures, affording you the ability to test to 100% of your data quickly.
Although the Agents issue queries to both the source and target databases, they do not reside on the physical source or
target database boxes. QuerySurge Agents can be deployed on the same box as the QuerySurge Application Server and
QuerySurge Database Server in a single box install or on any “satellite” boxes in the environment (often, these are test
lab boxes or available desktop boxes). The QuerySurge Agent, when it receives a bundle of queries, can run multiple
queries simultaneously (in parallel).
One of the features of QuerySurge gives you is the ability to raise your ‘testing throughput’. The idea is to be able to fire
off QueryPairs in bulk against your Sources and Targets so that you can execute at the highest level your environment
can support. The QuerySurge Agent lets you do this, because you can deploy multiple Agents in your environment – on
‘satellite’ boxes surrounding your QuerySurge server (note that each Agent can run multiple Query threads as well).
QuerySurge allows you to install up to 10 Agents.
More Agents = more queries = more throughput
How many Agents are appropriate for your environment? The answer is – you find out by experimentation. Once you
have built an initial test library, start with 2 or 3 Agents, and see how your Sources and Targets behave. Add additional
Agents in a subsequent cycle, again monitoring the Source and Target behavior. As you continue to add Agents, the
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loads on Sources and Targets will grow with query volume – and Source/Target response times will start to grow as well.
Once you have identified the level where response times have started to increase, back down to the previous level. This
level is roughly the maximum throughput your environment can support.
For more information on Agents, please visit AdministrationAgents in the Help guide.
Database / Data Warehouse Support
In principle, QuerySurge can support any JDBC-compliant data source. QuerySurge currently ships with Oracle, MySQL,
Teradata, Aster, SQL Server, DB2, Informix, Netezza, Sybase, Hadoop, in-memory databases, and flat file support and
supports many other data sources.
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QuerySurge™ Installation Best Practices
For trial installations, it is common to install all of the QuerySurge™ components on a single machine. In order to improve performance, most production installations will either:
Deploy each component on a separate machine
Deploy all components on a single machine with substantial resources
For the multi machine installation procedure, see QuerySurge-Adv-Installation-Guide-Windows.pdf
QuerySurge™ Installation Requirements
This Installation guide will walk you through the installation of QuerySurge™. After your installation is complete, you can refer to the connection guides or the Setup Wizard to complete your QuerySurge™ configuration.
What you’ll need:
Administrative rights on the machine where you’ll be installing QuerySurge™
The QuerySurge™ installation file for the appropriate architecture (64 bit or 32 bit)
Connection details for any database or file that you would like to use with QuerySurge™
Sample Connection Details:
Oracle Example Server Name computerA.example.com
Port 1521
Service Name Sales
Username myuser
Password mypass
SQL Server Example Server Name computerB.example.com
Port 1433
Database Schema_A
Username myuser
Password mypass
Netezza Example Server Name computerC.example.com
Port 5480
Database Schema_B
Username myuser
Password mypass
Teradata Example Server Name computerD.example.com
Database Schema_C
Username myuser
Password mypass
For more information on creating connections, see QuerySurge™ configuration.
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Hardware Requirements
Trial Installation
Component * Operating Systems Memory† Disk Space
†
QuerySurge™ (Application Server, Database Server, Agent)
WindowsXP (32-bit, 64-bit), Windows7 (32-bit, 64-bit) , Windows Server 2003/2008 R2/2012 (32-bit, 64-bit)
4 GB 100 GB
*VM-deployment Supported;
† QuerySurge™ does not impose any limits on the minimum hardware that must be used, but the total hardware resources available to QuerySurge™ (both RAM and disk space) are the major limiting factor in QuerySurge™ efficiency and capacity – so more resources are always better!
Additional Support
You can request additional support regarding QuerySurge™ through our Live Chat support that allows you to speak directly to one of our qualified help representatives! You can also submit a support request to get your issues resolved via email. To access our support, click on the button on our website, www.querysurge.com or use the chat icons directly from QuerySurge™.
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QuerySurge™ single machine installation
1. Download the QuerySurge Installer to the machine you want to install QuerySurge on.
2. Double click on the QuerySurge Installer to start the installation process. Click “Next” to accept the License Agreement, and “Next” again to set the installation directory.
3. On the ‘Select Components’ section, make sure
“Database”, “Server”, “Agent” are checked. Leave “Tutorial + Sample Data” checked to install the QuerySurge Sample Data and Tutorial. Press “Next”.
4. Use the default “QuerySurge Database Port” value of “3306”, unless it is already in use, and click the “Next” button to continue.
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5. Use the default QuerySurge Application Server Ports, unless either is already in use, and press the “Next” button to continue
6. Select which data source drivers you’d like to connect to from QuerySurge. Selected driver(s) will be installed as part of the Agent installation process. After selecting your driver(s), click the “Next” button.
Note: If you do not see your specific data source technology listed, you can add additional vendor drivers to QuerySurge post-installation. See Appendix A or your vendor website for driver download information.
7. You will need to accept the license terms for the drivers you have selected. Click “Next” once you have accepted each required license.
8. After the installation is complete, click the “Finish” button to close the Installer and launch QuerySurge in your default browser.
Note: When you have finished this section, your installation is complete.
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Log into QuerySurge™
1. Open a browser, and navigate to the URL: http://<server_name>/QuerySurge. (Note: if you specified a different HTTP port other than “80” when installing the QuerySurge™ Application Server, then the URL is: http://<server_name>:<port>/QuerySurge).
2.
3. Log in with default administrative credentials: Username: admin Password: admin
4. Go to the QuerySurge™ Administration area and set the administrative password to a value of your choosing.
QuerySurge™ licensing
If you have downloaded a trial version of QuerySurge™, a 15-day trial license has been included as part of the installation process. You are ready to start your QuerySurge™ trial.
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QuerySurge™ getting started
To help you get going, QuerySurge™ comes with a Getting Started assistant in the application that will walk you through completing some of the initial tasks as a new user.
To see this at any time, click on the button in the top menu of QuerySurge™.
QuerySurge™ configuration
You are now ready to configure your QuerySurge™ installation with connections to your data sources and targets (additional Agents and Users are also configuration options).
Caution: Make sure that after you have installed QuerySurgeTM, you utilize the Setup Wizard (see below) at the top of the
QuerySurgeTM toolbar to connect to your source files and/or databases and target data sources before beginning the
QuickStart Guide. If you have not created the necessary connections for both Source and Target, QuerySurgeTM will not
be able to access your data.
Documentation
System Requirements Guide – hardware and software needed to minimally and optimally run
QuerySurge.
Configuration Guides. (Most of these configurations are automated in the Setup Wizard within
QuerySurge).
o Configuring A Connection To IBM DB2
o Configuring A Connection To A Delimited Flat File
o Configuring A Connection To A Fixed-Width Flat File
o Configuring A Connection To Oracle
o Configuring A Connection to Teradata
o Configuring a Connection to SQL Server
o Configuring A Connection To SQL Server With Windows Authentication
o Configuring A Connection To IBM Netezza
o Configuring A Connection To Hadoop/Hive
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Appendix A – Vendor JDBC Drivers
The following is a list of vendor website URLs for common supported drivers that are not bundled with QuerySurge. These drivers can be used with QuerySurge after a manual install step. Please note that some of the download pages are not public and are restricted to customers with logins.
The drivers for the products listed below appear as options in the QuerySurge Connection Wizard. If your driver does not appear as an option in the QuerySurge Connection Wizard, it likely can be supported using the Generic option in the Connection Wizard.
Aster nCluster
http://downloads.teradata.com/download/connectivity/jdbc-driver
IBM DB2 Universal Driver Type 4
http://www-01.ibm.com/software/data/db2/
IBM Informix 11.7
http://www14.software.ibm.com/webapp/download/search.jsp?go=y&rs=ifxjdbc
IBM Netezza
http://www-01.ibm.com/software/data/netezza/
Sybase jConnector 7
http://www.sybase.com/products/allproductsa-z/softwaredeveloperkit/jconnect
HP Vertica
https://my.vertica.com/docs/4.1/HTML/Master/12565.htm