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The TrueSight Capacity Optimization product installation process requires preinstallation, installation,and post-installation work.

Each of the boxes in the upgrade process diagram links to the corresponding topic. The table that follows the diagrams provides additional details and resources for each step.

Related topics

Recommended installation process for small/medium environment

Install workflow

Recommended installation process for medium/large environment

Install mediumlarge environment

Prepare to install
1Review the planning information.Planning worksheets, deployment architecture recommendations, security information, and system requirements
2Prepare for the installation.Installation worksheets to capture installation properties, download instructions for obtaining the installation files, and some prerequisite tasks
Perform the installation
3Install the Application Server components.

Installs the Application Server components. 

  • Small/medium environment: Install all/selected components of the Application Server on the same computer.
  • Medium/large: (Recommended) Install components of the Application Server on separate computers.


4Install the Application Server components on additional computer.

Installs the Application Server components on additional computers

  • Small/medium environment: Install ETL Engine Server on additional computers.
  • Medium/large: (Recommended) Install ETL Engine Server and other components of the Application Server on additional computers.
Installing Application Server components on additional computers
5Install the TrueSight Presentation Server.
  1. Install Atrium Single Sign-On: Authenticates users who log on to the TrueSight Presentation Server.
  2. Install the TrueSight Presentation Server: Hosts the TrueSight console and consumes data from various TrueSight products. Provides access to many of the Capacity Optimization Views.
  1. Install Atrium Single Sign-On:
  2. Installing the Presentation Server
6Install the Gateway Server. Collects data from Microsoft Windows, Linux, and UNIX operating systems. You do not need to install this component if you use ETLs to gather operating system metrics.Installing the Gateway Server components
7Install Capacity Agent. Installs Capacity Agent on the system from which you want to collect data.
Configure after the installation
8Configure Atrium Single Sign-On on Application Server.Configures the user authentication mode to Atrium Single Sign-On. Configuring user authentication
9Install the Capacity Optimization plugin.Install the Capacity Optimization plugin. Installing the Capacity Optimization plugin
10Install capacity viewsInstalls the required capacity views. Installing capacity views
11(Optional) Enable TLS for communication channels.

Enhances inter-component security

Securing communication between product components using TLS

12Create and schedule Manager RunsCreates and schedules Manager Runs.