Installing

BladeLogic Portal is a web-based application. End users do not have to install any software; they can access the portal through supported browsers. Installation is required when setting up the infrastructure for BladeLogic Portal.

This topic consists of the following sections:

Determining the appropriate deployment type for your environment

The portal's installation program can install a single BladeLogic Portal server or a single DCA Index Server, or it can install both on the same machine (known as a compact deployment). Larger organizations should segregate the BladeLogic Portal server and the DCA Index Server onto separate nodes. If additional capacity is necessary, you can install additional instances of the BladeLogic Portal server and DCA Index Server.

The number of concurrent end users determines how many additional BladeLogic Portal components you must deploy. See this sizing matrix to determine component requirements appropriate for your environment. The matrix also provides minimum hardware requirements for the servers where you are installing additional components.

Once you have determined which type of deployment best suits your environment, see the related section below to install the BladeLogic Portal.

Setting up a medium or large size deployment

A medium or large deployment of BladeLogic Portal consists of two or more BladeLogic Portal Servers and two or more DCA Index Servers, each installed on a separate node. See this sizing matrix to determine how many BladeLogic Portal components you need for your environment.

To set up a medium or large deployment, administrators can use the following steps.

PlatformSteps
Microsoft Windows
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
    These requirements include options for sizing the BladeLogic Portal environment. 
  3. Install a DCA Indexing Server.
    Repeat this step to install additional DCA Indexing Servers.
  4. Configure the DCA Indexing Servers so information is replicated between them.
  5. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation.
  6. Install the BladeLogic Portal server.
    This step also sets up a SQL Server database. You have the option of setting up a database manually. 
    Repeat this step to install additional BladeLogic Portal servers. 
  7. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  8. Configure any newly added BladeLogic Portal servers so they have the same backup settings.
  9. Optionally, provision the BladeLogic Portal servers with a trusted certificate.
  10. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).
Red Hat Enterprise Linux
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
    These requirements include options for sizing the BladeLogic Portal environment.  
  3. Install a DCA Indexing Server.
    Repeat this step to install additional DCA Indexing Servers.
  4. Configure the DCA Indexing Servers so information is replicated between them.
  5. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation.
  6. Install the portal on Linux. Repeat this step to install additional instances of the portal
    This step also sets up an Oracle database. You have the option of setting up a database manually.
    Repeat this step to install additional BladeLogic Portal servers.   
  7. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  8. Configure any newly added BladeLogic Portal servers so they have the same backup settings.
  9. Optionally, provision the BladeLogic Portal servers with a trusted certificate.
  10. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).

Setting up a small deployment

A small deployment of BladeLogic Portal consists of one BladeLogic Portal Server and one DCA Index Server, each installed on a separate node. See this sizing matrix to determine how many BladeLogic Portal components you need for your environment.

To set up a small deployment, administrators can use the following steps.

PlatformSteps
Microsoft Windows
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
    These requirements include options for sizing the BladeLogic Portal environment. 
  3. Install a DCA Indexing Server.
  4. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation.
  5. Install the portal on Windows.
    This step also sets up a SQL Server database. You have the option of setting up a database manually. 
  6. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  7. Configure any newly added BladeLogic Portal servers so they have the same backup settings.
  8. Optionally, provision the BladeLogic Portal servers with a trusted certificate.
  9. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).
Red Hat Enterprise Linux
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
    These requirements include options for sizing the BladeLogic Portal environment.  
  3. Install the DCA Indexing Server.
  4. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation.
  5. Install the portal on Linux.
    This step also sets up an Oracle database. You have the option of setting up a database manually.
  6. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  7. Configure any newly added BladeLogic Portal servers so they have the same backup settings.
  8. Optionally, provision the BladeLogic Portal servers with a trusted certificate.
  9. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).

Installing a compact deployment

For administrators, use the following steps to set up a compact deployment of a BladeLogic Portal environment.

Typically, a compact deployment is used for demonstration purposes. Most larger organizations set up high availability deployments that segregate the BladeLogic Portal server and the DCA Index Server onto separate nodes. 

PlatformSteps
Microsoft Windows
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
  3. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation. 
  4. Install the portal on Windows.
    This step also sets up a SQL Server database. You have the option of setting up a database manually. 
  5. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  6. Optionally, provision the BladeLogic Portal server with a trusted certificate.
  7. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).
Red Hat Enterprise Linux
  1. Download the installation files.
  2. Review the minimum hardware and software requirements.
  3. Set up an Oracle database.
  4. Enable web services in BMC Server Automation.
    This step is not necessary if you are only connecting to BMC Network Automation. 
  5. Install the portal on Linux.
    This step also sets up an Oracle database. You have the option of setting up a database manually.
  6. Configure BladeLogic Portal to make automatic backups of data stored in the DCA Index Server.
  7. Optionally, provision the BladeLogic Portal server with a trusted certificate.
  8. Configure private key infrastructure (PKI) if you want to use PKI authentication (introduced in version 2.2.00.001).

Installation as part of the BladeLogic RDS

If you are using the BMC BladeLogic Rapid Deployment Stack ( BladeLogic RDS ) for Servers to deploy a BMC Server Automation environment, BladeLogic Portal is included by default in the environment that is installed.

Troubleshooting the installation

If you encounter problems while installing the portal or setting up the portal's database, see Troubleshooting an installation or upgrade.

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