Install the Content Indexing Engine - Multi-Node Installation

Table of Contents

Overview

Multi-Node Install Overview

Before You Begin

Install the Admin Node

Install the Index/Storage Nodes

Index Profile

Post-Install Considerations

General

Admin Node

All Nodes

Overview

The following section describes the steps involved in installing the Content Indexing Engine and Windows File System iDataAgent on multiple nodes - first on the Admin node followed by steps for installing Index/Storage nodes.

Multi-Node Install Overview

Consider the following before you install the Content Indexing Engine in multiple nodes:

• Determine the number of nodes that will be included in this Content Indexing Engine. It is recommended that you contact Professional Services through your Software Provider to calculate and determine the number of Content Indexing Engines and the number of nodes in each Content Indexing Engine based on your business requirements.
• In a multi-node setup the Content Indexing Engine contains one Admin node and several Index/Storage nodes.

  You must first install the Content Indexing Engine in the Admin node and then in all the Index/Storage nodes.

  When installing the Admin node the install program will help you to generate an Install Profile, which should be used while installing the Index/Storage nodes. (This is explained in the following install procedures.)

• After installing the software in all the nodes, the Content Indexing Services must be started first in the Admin Node and then in all the Index/Storage nodes. (This is explained in detail in the Post-Install Considerations.)
• If there are more than three nodes in a multi-node setup, it is required that you have a dedicated Admin node for the multi-node setup. To do this, perform the following:
  1. Copy the entire contents of the installation Disc2 to your local disk.
  2. Navigate to <software_source_location>\INTEL32\bin\FASTInstaller\templates folder.
  3. Rename ADMIN_TEMPLATE.txt to ADMIN_TEMPLATE.txt.ORIG.txt.
  4. Rename ADMIN_TEMPLATE_AdminOnlyNoSearch.txt to ADMIN_TEMPLATE.txt.

Before You Begin

Make sure you perform the following on each node before installing the software:

• Verify and ensure that you have a single physical network interface card (NIC) with a unique name and a static IP address on the host computer where the Content Indexing Engine will be installed.
• Make sure that the DNS is able to correctly resolve the name to the host computer.
• If you have IPv6 enabled on the host, use the following steps to disable:
  1. From Taskbar, click Start and then click Run.
  2. Type regedit, and then click OK.
  3. Navigate to the following key:
  4. HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TCPIP6\Parameters\
  5. Double-click DisabledComponents and modify the Hexadecimal value as 31.

  If the DisabledComponents key is not available, use the following steps to create and disable:

  1. In the Edit menu, point to New, and then click DWORD (32-bit) Value.
  2. Type DisabledComponents, and then press ENTER.
  3. Double-click DisabledComponents and modify the Hexadecimal value as 31.

  You must restart the computer for these changes to take effect.

• Set Data Execution Prevention (DEP) to essential Windows programs and services only.
• System time should be set to GMT or UTC. Automatically adjust clock for daylight savings should be disabled

Install the Admin Node

During the installation you will be prompted to create an Install Profile which will be used by all the other nodes in this setup. As this is a critical step in the multi-node installation, it is strongly recommended that you complete all the analyses and planning required for your environment before you start this installation.

1.	Log on to the client as an administrator or as a member of the Administrators group on that computer. Make sure that this account has the Log on as a service privilege. The password must not have any special characters.
2.	Run Setup.exe from Disc 2. Select the required language. Click Next.
3.	Click Advanced options.
4.	Click Install 32 Bit Content Indexing Engine. Click Yes.
5.	Expand Client Modules | Content Indexing and Search and then click Content Indexing Engine. Click Next.
6.	If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.
7.	Enter the fully qualified domain name of the CommServe Host Name. Click Next.   Do not use space and the following characters when specifying a new name for the CommServe Host Name: \|`~!@#$%^&*()+=<>/?,[]{}:;'"
8.	Type the fully qualified domain name of the client computer. For example: apple.domain.company.com Click Next.
9.	Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. Click Next.   This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.
10.	Verify the default location for software installation. Click Browse to change the default location. Click Next.   Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path:  / : * ? " < > | # It is recommended that you use alphanumeric characters only.
11.	Select a Client Group from the list. Click Next. This screen will be displayed if Client Groups are configured in the CommCell Console.
	Select the default options for the following steps and click Next till you reach step 12.
12.	Select a storage policy from the Storage Policy list. Click Next.
13.	Select Multi Node: Install Content Indexing Engine on a multi-node configuration using an installation profile. Click the Click here if this is the first node in multi-node configuration button.
14.	Enter the following information and click Generate to continue. This is an important and crucial step for the multi-node setup. Ensure that the information provided in this dialog box is accurate. Number of Nodes: Indicate the total number of nodes in this content indexing server. Admin Node: Indicate the fully-qualified name of the Admin Node. For example, angel.<mydomain>.<mycompany>.com. Storage/Index Nodes: Add the fully-qualified name of each of the Storage/Index nodes and click the Add Node button to list it in the large box. Repeat this process to add all the nodes. Install Directory: Specify the location for installing the Content Indexing Engine. This location will be the same on all the nodes - both the drive letter and the folder path. e.g., C:\CIEngine_install.   This path is used for hosting the Content Indexing software. Verify and ensure that all the nodes in the cluster have sufficient disk space before providing the path. If you choose another installation directory, ensure that the location name does not contain spaces. Index Data Directory: Specify the location for the content indexed data. This location will be the same on all the nodes - both the drive letter and the folder path. e.g., D:\CIENGINE_IndexData.   This path is used for hosting the content indexed data. This location must satisfy the space requirements stated in Hard Drive section of System Requirements - Content Indexing Engine. Verify and ensure that all the nodes in the cluster have sufficient disk space before providing the path. Ensure that you follow the Hard Disk Recommendations specified in System Requirements - Content Indexing Engine. Temp Directory: Specify the location that will be used as a temporary folder by the content indexing engine install. This location will be the same on all the nodes. - both the drive letter and the folder path. e.g., C:\WINDOWS\TEMP.   This path is used as a temporary staging location for hosting the Content Indexing install files. Verify and ensure that all the nodes in the cluster have sufficient disk space before providing the path. Base Port: Enter the starting number for the range of ports that will be used by the Content indexing Engine.   See the Port Requirements section of System Requirements - Content Indexing Engine for more information on Port Requirements. The starting port number and the range of ports must be the same on all the nodes. User Name: Enter the Username for the Content Indexing Services. The username must be the same in all the nodes. Final Output Directory: Specify the location for saving this Install Profile.   Note down this location  - This Install Profile must be used during the installation of all the other nodes.
15.	Click OK.
16.	Verify the path to the install profile file and then click Next.   The name and path to the install profile depends on the names provided in the previous step and may look different from the example shown.
17.	Enter the Username and Password for the Content Indexing Services. The user should belong to the domain to which the computer belongs or the user should be the local user on that computer. For example: <my_domain>\<user> or <computer_name>User Click Next.   Users from other domains will not be able to proceed with the next installation steps. It is strongly recommended that the user is setup with no password expiration. The user name should be the same user name provided when generating the install profile. The same user credentials must be used in all the nodes.
18.	Select Add a NEW Content Indexing Cluster to add this node to a new content indexing cluster. Click Next.
	Select the default options for the following steps and click Next till you reach step 19.
19.	Click Finish.
20.	Copy the folder containing the Install Profile file to a shared location/disc. (The folder name specified during the creation of the Install Profile) This will be required for installing the index/storage nodes.

Install the Index/Storage Nodes

Index Profile

Ensure that you have a copy of the Install Profile that was created during the installation of the Admin Node. You need to copy the folder containing the Install Profile file to the same location and path (drive letter: folder path) that was used in the Admin Node.

1.	Log on to the client as an administrator or as a member of the Administrators group on that computer. Make sure that this account has the Log on as a service privilege. The password must not have any special characters.
2.	Run Setup.exe from Disc 2. Select the required language. Click Next.
3.	Click Advanced options.
4.	Click Install 32 Bit Content Indexing Engine. Click Yes.
5.	Expand Client Modules | Content Indexing and Search and then click Content Indexing Engine. Click Next.
6.	If this computer and the CommServe is separated by a firewall, select the Configure firewall services option and then click Next. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. If firewall configuration is not required, click Next.
7.	Enter the fully qualified domain name of the CommServe Host Name. Click Next.   Do not use space and the following characters when specifying a new name for the CommServe Host Name: \|`~!@#$%^&*()+=<>/?,[]{}:;'"
8.	Click Next.
9.	Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List. Click Next.   This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list. It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.
10.	Verify the default location for software installation. Click Browse to change the default location. Click Next.   Do not install the software to a mapped network drive. Do not use the following characters when specifying the destination path:  / : * ? " < > | # It is recommended that you use alphanumeric characters only.
11.	Select a Client Group from the list. Click Next. This screen will be displayed if Client Groups are configured in the CommCell Console.
	Select the default options for the following steps and click Next till you reach step 12.
12.	Select a storage policy from the Storage Policy list. Click Next.
13.	Select Multi Node: Install Content Indexing Engine on a multi-node configuration using an installation profile. Click the Browse button and select the Install Profile from the local drive. See Index Profile for more information.
14.	Enter the Username and Password for the Content Indexing Services and then click Next.   It is strongly recommended that the user is setup with no password expiration. The user name should be the same user name provided when generating the install profile. The same user credentials must be used in all the nodes.
15.	Select JOIN and existing Content Indexing Cluster to join this node to an existing content indexing cluster. Click Next.
	Select the default options for the following steps and click Next till you reach step 16.
16.	Click Finish.

Post-Install Considerations

General

Install post-release updates or Service Packs that may have been released after the release of the software. When you are installing a Service Pack, ensure that it is the same version as the one installed in the CommServe Server. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell component.

Admin Node

Content Indexing Engine

• Once you have installed the Content Indexing Engine, you must set the user authentication to access the staging location. See Configure Content Indexing Engine Options for step-step instructions.
• Once you have installed the Content Indexing Engine, you can set the following options in the CI Engine Properties dialog box from the CommCell Console to improve the performance of the content indexing operation: (In the case of multi-node installation, you can set these options for the Content Indexing Engine in the Admin node.)

  Maximum Number of Batch Slots - You can set this option to determine the maximum number of batch slots to be sent at a time to the Content Indexing Server for content indexing. By default, the value is set to 40. It is recommended to set this value to 80.

  Maximum Number of Documents Per Batch - You can set this option to determine the maximum number of documents to be included in a batch for content indexing. By default, the value is set to 100. It is always recommended to include 20 documents in a batch.

  For step-by-step instructions on setting these options, see Configure Content Indexing Engine Options.

All Nodes

• Start the Content Indexing Services in all the nodes in the following order:
  • First start the services in the Admin Node
  • Then start the services in all the Index/Storage Nodes
• Once you have installed the Content Indexing Engine:
  • Several configuration tasks are required before you schedule or run content indexing operations on the data. See Configuration - Content Indexing and Search page for more information.
  • Note that staging location should be network path accessible by all the nodes. And you must set the user authentication to access the staging location. See Configure Content Indexing Engine Options for step-step instructions.