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To install or upgrade the BMC Middleware Automation (BMA) product, you can choose to perform a direct installation through an interactive installation wizard or a silent (unattended) installation.
For both types of installation, you can change the settings that you configured by editing the bmaservice.properties or bmadashboard.properties file. You can find these files in your product installation directory in the bmaservice and bmadashboard folders, respectively.

Before you begin

Ensure that you have met all the requirements listed in Preparing for installation.

  • Prepare an application server installation directory of at least one type of Java EE application server. For more information, see Setting application server installation directories.
  • If you want to install BMA using your custom database server, ensure that the database is created and the scheme is populated before starting the installation. For more information, see Populating a database schema for jobsDB and metricsDB.
  • Before the upgrade from version 8.8 to a later sustaining patch, ensure that the WebServices API Server and Health and Value dashboard services are stopped.

Note

Before proceeding to an actual installation, think about the logical network topology that you want to arrange.

  • If you want a single-node installation (the basic setup with all the components located on a single physical server), see Installing or upgrading the product directly.
  • If you want a multi-node distributed installation, run the product installer several times on separate physical servers to install different instances of the WebServices API Server, and point them to the single JobsDB/MetricsDB/File server.
  • If you want the ability to load-balance, you can configure BMA after installation. For more information, see WebService API Server load balancing ability

Installing or upgrading the product directly 

  1. Run the product installer that you downloaded and extracted.
    • (Windows) Double-click the installer setup.cmd file.
    • (Linux or UNIX) Set the executable bit to the setup.sh file and Java binary file under files/jre/bin (for example, chmod +x ./setup.sh ./files/jre/bin/java), and then execute the installer setup.sh file in a terminal window.
  2. On the welcome page, click Next.
  3. Review the license agreement, select I agree to the terms of the license agreement, and click Next.
  4. Depending on whether it is a fresh installation (if no previous installation of the product was detected) or an upgrade (if a previous installation of the product was detected), perform one of the following actions:
    • For a fresh installation, to accept the installation directory path, click Next, or change the installation path, and then click Next.
      The default installation directory is C:\Program Files\BMC Software\Middleware on Windows, or /opt/bmc/Middleware on Linux or UNIX.
      Ensure that the specified directory is writable and contains enough space for the BMA installation. Information about the required amount of space appears on the wizard page.

      Note

      For the BMC Middleware Automation user interface and command line interface (CLI) to function properly, ensure that the following special characters are not included in the names of directories anywhere along the installation directory path:
      & (ampersand), ^ (caret), ! (exclamation mark), % (percent sign),; (semicolon), # (pound), . (period), $ (dollar sign), ' (left single quote), ` (grave accent), = (equals sign), ~ (tilde)

    • For an upgrade, click Next.
  5. On the Installation Type page, select the type of installation you want to perform:
    • Perform full installation that requires administrator privileges: Installs the product as an administrator or a root user.
    • Install solution files and configurations. Do not perform tasks that require special rights: Installs the product as a non-root user.

      Notes

      • If you select the first option, all product components will be installed as services and the scrips will be created automatically.
      • If you select the second option, then you will have to run the scripts manually. For more information about how to start/stop the services manually, see Starting and stopping BMA services.
  6. On the feature selection page, select the needed features.

    •  Install BMA Desktop Application: Installs version 8.8.00 of BMA.
    • Install WebServices API Server: Installs theWebServices API Server for BMA.

    •  Install Health and Value Dashboard Server: Installs the Health and Value Dashboard Server for BMA.
    • Install PostgreSQL Server: Installs version 8.4.10-1 of the PostgreSQL database. If you have already installed the database, you can choose to not install it at this point. If you do not want to select PostgreSQL, then later you must ensure that the actual database is created and the schema is populated. For more information, see Populating a database schema for jobsDB and metricsDB.
      If you select to install bothWebServices API Server and PostgreSQL Server, the database is created and the schema in database server is automatically populated.

    Click Next.
  7. On the Workspace Location page, specify the path to the default workspace directory (the directory on your file system where the BMA desktop application stores user data files), and click Next.
    The default location of the workspace is the BladeLogic/AppRelease/workspace subdirectory of your home directory. For example, on Windows, the directory would be C:\Users\%USERNAME%\BladeLogic\AppRelease\workspace.

    Note

    You can change the location of the workspace later, as described in Setting the location of the product workspace.

  8. On the JVM Heap Settings page, review the default JVM heap settings for the BMA desktop application. 

    • Minimum Heap Size (the default size is 40m)
    • Maximum Heap Size (the default size is 512m)
    • Maximum Permanent Generation Size (the default size is 256m)

    Note

    You can adjust the JVM heap settings later in the deliver.ini file, as described in Setting JVM heap size.

    Click Next.

  9. On the BMA Shortcuts Settings page, select whether to create the shortcut menu option in the Start menu (Windows) or in the Applications menu (Linux or UNIX) for all users or just for the local user. 
    In addition, select whether to create a shortcut icon on the desktop for the local user.
  10. On the WebServicesAPI Server HTTPS Port Information page, specify the appropriate details for the port used by the BMA WebServicesAPI Server (the default is 8043). If the default port is already in use, then specify an alternate port, and fill in the following fields.
    You can provide either the custom SSL certificate configuration or use the auto-generated one.

    • Private Key: Specify the path to the DER encoded private key. 

    • Certificate File: Specify the path to the DER encoded certificate file.

    • Passphrase: Specify the passphrase for your private key.

    Click Next.
  11. On the Working folder location page, specify the path to the directory to be used as a working folder for the WebServicesAPI Server, and click Next.
  12. On the Application Server Installations page, specify the path to the application libraries for different engine families (WebSphere, WebLogic, JBoss, Tomcat) used by WebServicesAPI Server. For more information, see Setting application server installation directories.
  13. On the JVM Heap Settings page, select the default values for the JVM Heap to be used by the WebServices API Server.
  14. On the WebServices API Server Database Configuration page, enter the information required to configure the Job Server jobs_DB database.
    • Database Vendor: You can select one of the following options from the list. When you select databases, the default port is automatically displayed. 
      If on the feature selection page you select Install PostgreSQL, the Database Vendor and Host fields appear dimmed.
      • POSTGRESQL (the default port is 5432)
      • ORACLE (the default port is 1521)
      • SQL_SERVER (the default port is 1433)
    • Host Name: Specify the computer name of the server where your database is installed. If on the feature selection page you select Install PostgreSQL, the Host field is dimmed.
    • Port: Specify the port of the server that you used for installing your database. Depending on the database that you have selected earlier, the default port is automatically displayed.
    • Database/SID Name: Specify the name of the database instance that you used during the database installation for the POSTGRESQL or SQL_SERVER databases. For the ORACLE database, specify the SID details. The default database name is jobs_DB.
    • Database User: Specify the user name of the databaseinstance that you used during the database installation.

    • Database Password: Specify the password of the databaseinstance that you used during the database installation.

    Click Next.
  15. On the WebServices API Server Database Configuration page, enter the information required to configure the Metrics Server metrics_DB database.
    • Database Vendor: You can select one of the following options from the list. When you select databases, the default port is automatically displayed. 
      • POSTGRESQL (the default port is 5432)
      • ORACLE (the default port is 1521)
      • SQL_SERVER (the default port is 1433)
    • Host Name: Specify the computer name of the server where your database is installed. If on the feature selection page, you select Install PostgreSQL, the Host field displays the localhost value as a default value. You can change the actual host name to point the metricsDB database to a different database server.
    • Port: Specify the port of the server that you used for installing your database. Depending on the database you have selected earlier, the default port is automatically displayed.
    • Database/SID Name: If you select POSTGRESQL or SQL_SERVER from the list displayed in the Database field, then specify the name of the database instance that you used during the database installation. If you select ORACLE in the list displayed for the Database field, then specify the SID details. The default database name is metrics_DB.
    • Database User: Specify the user name of the databaseinstance that you used during the database installation.

    • Database Password: Specify the password of the databaseinstance that you used during the database installation.

    Click Next.
  16. On the NSH Configuration Settings page, configure the settings for the FileServer server. 
    If the WebServices API Server needs to use the remote connection to FileServer via the NSH protocol, select the Use NSH check box, and then specify the NSH configuration settings:
    • NSH Installation path: Specify the path to the NSH installation directory.
    • Profile path: Specify the path to the NSH profile.
  17. On the WebServicesAPI Server FileServer page, enter the information required to configure FileServer connection details.
    • Protocol: You can select one of the following options from the list.
      • SSH
      • NSH
      • LOCAL_FOLDER
    • Host Name: Specify the computer name of the server where your database is installed.
    • Port: Specify the port of the server that you used for installing your database. Depending on the database you have selected earlier, the default port is automatically displayed.
    • User Name: Specify the user name for the remote connection via the SSH protocol.
    • Password: Specify the password for the remote connection via the SSH protocol.
    • Identity File (optional): Specify the identity file for the remote connection via the SSH protocol. When you select the identity file, the Passphrase field becomes editable.
    • Passphrase (optional): Specify thepassphrase for the remote connection via the SSH protocol.
    • Path: Specify the path to the file remote (SSL, NSH) or local (LOCAL_FOLDER) server directory that will be used by theWebServices API Server.
    • NSH Profile Name (for NSH only): Specify the NSH profile name.
    Click Next.
  18. On the Health and Value Dashboard HTTPS Port Information page, specify the appropriate details for the port used by the Health and Value Dashboard (the default port is 8143 ). If you are already using the default port, then specify an alternate port, and provide the following information. 
    You can provide the custom SSL certificate configuration, or use the auto generated one.
    • Private Key: Specify the path to the DER encoded private key. 

    • Certificate File: Specify the path to the DER encoded certificate file.

    • Passphrase: Specify the passphrase for your private key.

    Click Next.

  19. On the Health and Value Dashboard Authentication Information page, to use authentication to access Health and Value Dashboard, select Use Authentication, and then enter the administrator access credentials.
  20. On the Health and Value Dashboard Configuration page, specify the API server URL and the path to the license (.lic) file that you obtained from your BMC sales representative to configure the connection to theWebServices API Server, so that Health and Value Dashboard can obtain reporting data from the WebServices API Server.

  21. On the Installation Preview page, verify the details of your installation, and click Install.
  22. On the Installation Summary page, perform the following actions:
    1. (Optional) Open and view the installation log file, bma_install_log.txt, which is stored in the following location:
      • (Windows) %TEMP% (typically, C:\Users\%USERNAME%\AppData\Local\Temp)
      • (Linux or UNIX) /tmp
    2. To exit the installer, click Done.