Setting up the CDB server

Use this information to review the requirements and procedures for setting up the Capacity Management Database (CDB) server in a Windows environment.

You must install the following CDB components:

• BMC CDB Services
• BMC CDB Workflow Service

System requirements for CDB

The following table lists the requirements for installing CDB components:

Before you begin

Before you set up the CDB server, review the following information:

• Close all open files and applications. If the installation program cannot override certain system files, you might have to restart your computer when the installation is complete.
• The installation program checks for the requirements described in System requirements for CDB. If any requirement is not satisfied, the installation program notifies you and stops. Before restarting the installation program, you must satisfy the missing requirements.
• Perform one of the following tasks:
  • If you downloaded the product from the Electronic Product Distribution (EPD) facility, navigate to the folder where the installation files were saved.
  • If you received a physical product shipment, insert the BMC CDB installation CD into a CD drive.

To install BMC CDB Services

1. In the BMC CDB Services folder, double-click the setup.exe file.
2. On the Welcome page, click Next.
3. Read the license agreement and click Yes.
4. Review the Readme file and click Next.

5. On the Choose Destination Location page, click Next to accept the default location or Browse to choose a different location.This location identifies the folder where you want to install BMC CDB Services product files. The default destination folder is C:/Program Files/BMC Software/CDB.

   Note

   This location becomes the IIS virtual directory, which provides access to BMC CDB Services.

6. On the Start Copying Files page, review the destination folder and click Next to begin the installation.The Setup Status page displays a progress bar. After the files are installed, the Setup program updates your registry.
   
   

7. Click Finish and, if prompted to restart your computer, restart it now.

   Note

   You must restart your computer before you attempt to access BMC CDB Services.

To install BMC CDB Workflow Service

Use the following procedure to install BMC CDB Workflow Service.

1. In the BMC CDB Workflow Service folder, double-click the setup.exe file.
2. On the Welcome page, click Next.
3. Read the license agreement and click Yes.
4. Review the Readme file and click Next.
5. On the Choose Destination Location page, click Next to accept the default location or Browse to choose a different location.This location identifies the folder where you want to install BMC CDB Workflow Service product files. The default destination folder is C:/Program Files/BMC Software/CDB.
   
   

6. In the Binding Information section, specify the following information to bind this instance of BMC CDB Workflow Service to an instance of BMC CDB Services:

   Field	Description
   CDB Server	Host name or IP address of the BMC CDB Services server If BMC CDB Services is installed on the same machine, you can specify localhost.
   Port	Port number of the BMC CDB Services server The default port number is 80.
   Virtual Directory	Virtual directory where BMC CDB Services is installed The default directory is BMCCDB.
   Username	(optional) User name to be used when accessing a secure IIS server where BMC CDB Services is installed
   Password	(optional) Password to be used when accessing a secure IIS server where BMC CDB Services is installed

   Note

   If you have an open site, you can use the default login, Anonymous. If you have a secure site, you must specify user account information.

7. Click Test CDB Connection to verify the connection and click Next.If a message indicates that the connection failed, correct your binding information to specify a valid connection.
   
   
8. In the Service Account Information section, select an account under which the BMC CDB Workflow Service should run:
   
   • If BMC CDB Workflow Service is on the same machine as BMC CDB Services, select Local System Account and click Next.
   • If the BMC CDB Workflow Service is binding to BMC CDB Services on a remote machine, select Specific User Account. After entering a user name and password, click Test User Account to verify the account, and click Next to continue.
     
     
9. When the Start Copying Files page is displayed, review your entries and click Next to begin the installation.The Setup Status page displays a progress bar. After the files are installed, BMC CDB Workflow Service detects the Microsoft Windows Firewall.
   
   
10. When asked if you want to configure the firewall, enter YES or NO:
    • Enter YES if you want the installation program to add all necessary entries to the firewall.

    • Enter NO if you want to enter the firewall settings shown in the following table manually.

      Rule type	Direction	Program	Protocol and ports	Action	Profile	Name
      Port	Inbound / Outbound	CDBWorkflowService.EXE	TCP All local ports	Allow Connection	DomainPrivate	CDBWorkflowService

11. Click Finish and, if prompted to to restart your computer, restart it now.

    Note

    If you are not required to restart your computer, Setup starts the BMC CDB Workflow Service automatically.