Install the SRM Server - Windows - Clustered Environment - Virtual Server


Click on a link below to go to a specific section of the software installation:

Install Requirements

The SRM Server software must be installed in the same computer in which the CommServe software resides. The SRM Server software must be installed before installing the SRM Agents.

In the clustered environment, the SRM Server can be installed from the active node to the virtual server using the following procedure. The software can also be automatically installed on all available passive nodes when the software is installed onto the virtual server, or you can choose to install any passive node(s) separately.

For an overview of deploying the software components in a clustered environment, see Clustering Support.

A Microsoft SQL Server 2005 database instance (Enterprise Edition) with the appropriate service pack will be automatically installed while installing the software.

SRM Server cannot be installed on a computer with the Express version of the software, which uses the Microsoft SQL Desktop Engine (MSDE).

SRM Server cannot be installed on a computer with Windows 2000 in a clustered environment.

While installing SRM Server on Windows 2008 computers in clustered environment, you must run the setup independently on passive node by logging in to the node. This is done due to existing certificates on the machine.

Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements - SRM Server.

The following procedure describes the steps involved in installing the SRM Server. If you choose to install additional components simultaneously, refer to the appropriate procedures for installation and system requirements, and steps specific to each component.

Review the following Install Requirements before installing the software:

General

  • Ensure that you have an available license for the SRM Server.
  • You have the appropriate Software Installation Disc.

  • If the SRM components communicate across firewall(s), ensure that the corresponding ports are allowed connections through the firewall(s). For more information, see Firewall Requirements.

  • Close all applications and disable any programs that run automatically, including antivirus, screen savers and system utilities. Some of the programs, including antivirus software, may be running as a service. Stop and disable such services before you begin. You can re-enable them after the installation.

  • Verify that you have the software installation disc that is appropriate to the destination computer’s operating system.

    Make sure that you have the latest software installation disc before you start to install the software. If you are not sure, contact your software provider.

Firewall

  • If the CommServe® Server, MediaAgent and/or Clients communicate across two-way firewall(s):
    • Ensure port 8400 is allowed connections through the firewall.
    • In addition a range of bi-directional ports (consecutive or discrete) must also be allowed connections through the firewall.

     For information on configuring the range of ports, see Port Requirements for Two-way Firewall.

  • If the CommServe Server, MediaAgent and/or Clients communicate across one-way firewall(s):
    • Identify a range of outbound ports (consecutive or discrete) for use by the software.

     For information on configuring the range of ports, see Port Requirements for One-way Firewall.

Cluster Specific

  • The Java Runtime Environment (JRE) is installed on all of the passive nodes. This must be done prior to installing the SRM software on a cluster. For the required version of JRE, refer to System Requirements.
  • Customize SQL Server Reporting Services before installing SRM Server, see Configuring SQL Reporting Services for SRM.

SQL Server Reporting Services for SRM Server on Windows 2008

To successfully install the Reporting Services on a Windows 2008 computer:

  1. Ensure IIS settings are correct:
  2. Verify User  Access Control (UAC) settings. See User Access Control in Windows 2008 and Viewing SRM Reports.

Install Checklist

Collect the following information before installing the SRM Server software. Use the space provided to record the information, and retain this information in your Disaster Recovery binder.
1. Name of the disk group in which the virtual server resides: __________________________________

See Virtual Server & Disk Group for more information.

2. SQL Server System Administrator Password:_______________________________________________

See Set Up the Microsoft SQL Server Instance for more information.

3. Install folder location for SRM software:____________________________________________

See Installation Location and Configuration for more information.

4. Install folder location for SRM SQL database files:_____________________________________

See Installation Location and Configuration for more information.

Before You Begin

  • Log on to the active node as the Administrator for the domain with privileges to all nodes in the cluster.

Install Procedures

Getting Started

1. Place the software installation disc for the Windows platform into the disc drive.

After a few seconds, the installation program is launched.

If the installation program does not launch automatically:

  • Click the Start button on the Windows task bar, and then click Run.
  • Browse to the installation disc drive, select Setup.exe, click Open, then click OK.

NOTES

  • If you are installing on a x64 version of Windows 2008 Server Core R2, go to the AMD64 folder and run Setup.exe.
 
2. In this screen, you choose the language you want to use during installation. Click the down arrow, select the desired language from the pull-down list, and click Next to continue.  
3. Select the option to install software.

NOTES

 
4. Select the option to install software on this computer.

NOTES

  • The options that appear on this screen depend on the computer in which the software is being installed.
 
5. Read the Welcome screen.

Click Next to continue, if no other applications are running.

 
6. Read the virus scanning software warning.

Click OK to continue, if virus scanning software is disabled.

 
7. Select the disk group in which the virtual server resides.

Click Next to continue.

 

Cluster Selection

8. Select the disk group in which the virtual server resides.

Click Next to continue.

Select Components for Installation

9. Select the component(s) to install.

NOTES

  • Your screen may look different from the example shown.
  • Components that either have already been installed, or which cannot be installed, will be dimmed. Hover over the component for additional details.
  • The Special Registry Keys In Use field will be enabled when GalaxyInstallerFlags registry keys have been enabled on this computer. Hover over the field to see which keys have been set, as well as their values. For more information, see Registry Keys.

Click Next to continue.

To install the SRM Server Expand Common Technology Engine and then expand CommServe Modules then select SRM Server.

Java Runtime Environment (JRE)

10. Click Yes to install the Java Runtime Environment (JRE) or click No if you would like to use the JRE Version already available in your computer.

NOTES

  • This prompt will be displayed only if the computer is running a JRE version prior to the one supplied in this installation program or no JRE version is available at all. See System Requirements - CommServe for more information on JRE versions.

Set Up Microsoft SQL Server Instance

11. Specify the SQL Server System Administrator password.

NOTES

  • This is the password for the administrator's account created by SQL during the installation.

Click Next to continue.

Installation Location

12. Enter the location where you want to install the SRM SQL database files.

Click Browse to change directories.

Click Next to continue.

NOTES

  • This is the location for SRM’s primary repository, which can be large, if many clients are installed. We recommend a minimum of 1 GB of free disk space for a new installation.
  • Do not install the software to a mapped network drive.
  • Do not use the following characters when specifying the SRM destination path:
    / : * ? " < > | ! ; @ ^ ]
    It is recommended that you use alphanumeric characters only.
13. Enter the fully qualified domain name of the SRM Server computer.

Click Next to continue.

Download and Install Latest Packs

14. Select Download Pack(s) and Install to download and install the latest service packs and post packs from the software provider.

NOTES

  • Internet connectivity is required to download updates.
  • This step is applicable when installing on the first instance.
  • Updates are downloaded to the following directory: 
    <software installation>/Base/Temp/DownloadedPacks
    .
    They are launched silently and installed automatically for the first instance.

Click Next to continue.

15. Verify the summary of selected options.

NOTES

  • The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

Click Next to continue or Back to change any of the options.

The install program now starts copying the software to the computer. This step may take several minutes to complete.

16. The System Reboot message may be displayed. If so, select one of the following:
  • Skip Reboot
    This option will be displayed if the install program finds any files belonging to other applications, that need to be replaced. As these files are not critical for this installation, you may skip the reboot and continue the installation and reboot the computer at a later time.
  • Reboot Now
    If this option is displayed without the Skip Reboot option, the install program has found files required by the software that are in use and need to be replaced. If Reboot Now is displayed without the Skip Reboot option, reboot the computer at this point. The install program will automatically continue after the reboot.
  • Exit Setup
    If you want to exit the install program, click Exit Setup.

Report Server Credentials

17. Specify the credentials for the report server service to connect to SQL Server.

Click Next to continue.

Setup Complete

18. If necessary, select this option to schedule an automatic installation of software updates.

NOTES

  • Install Updates Schedule allows automatic installation of the necessary software updates on the computer on a single or weekly basis. If you do not select this option, you can schedule these updates later from the CommCell Console.
  • To avoid conflict, do not schedule the automatic installation of software updates to occur at the same time as the automatic FTP downloading of software updates.
  • You may be prompted to reboot the computer before restarting services.
  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same option as previously specified.

Click Next to continue.

19. Click Next to continue.

NOTES

  • Schedules help ensure that the data protection operations for the Agent are automatically performed on a regular basis without user intervention. For more information, see Scheduling.
20. Setup displays the successfully installed components.

NOTES

  • The Setup Complete message displayed on your screen will reflect the components you installed, and may look different from the example shown.
  • If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents.
  • If Reboot Now button is displayed make sure to reboot the computer before performing any other operations from the computer.

Click Finish to close the install program.

The installation is now complete.

Post-Install Considerations

General

  • Install post-release updates or Service Packs that may have been released after the release of the software. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell® console.

Database Engine

Microsoft SQL Server 2005 Enterprise Edition (with Service Pack 2) will be automatically installed while installing the software. Later versions of the Service Pack, if available, are also supported.(* See Disclaimer below.)

If necessary, download and install the latest version of the Microsoft SQL Server service pack and/or post-release updates after an install or upgrade.

Cluster

Server Specific

  • Verify and ensure that the latest hot fixes for SQL Reporting Services are installed in the computer. (If necessary, Automatic Updates for Windows can be run to diagnose and install the necessary hot fixes for SQL Reporting Services.)
  • Due to the way Reporting Services stores files, it is not recommended to add a Default SQL instance to a SRM Server after installing SRM. Doing so may corrupt the SRM installation forcing you to rebuild the SRM Server.

DISCLAIMER

Minor revisions and/or service packs that are released by application and operating system vendors may, in some cases, affect the working of our software. Although we may list such revisions and/or service packs as “supported” in our System Requirements, changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. However, we will make every effort to correct such disruption as quickly as possible. When in doubt, please contact your software provider to ensure support for a specific application or operating system.

Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable.