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Installing a Utility Machine

To install a utility machine

  1. Find setup.exe in the root of your CA DataMinder distribution image. Run setup.exe to launch the CA DataMinder installation wizard.

    The Installation Type screen opens.

  2. Click Advanced Installation.
  3. In the Advanced Install Options screen, choose the CA DataMinder Platform and then click Install.

    The CA DataMinder server installation wizard starts in a separate window.

  4. In the server installation wizard, browse to the Custom Setup screen.
  5. In the Custom Setup screen, choose the components that you want to install.

    To install these components to a different location, click Change.

    To check whether the target volumes have sufficient free disk space for the selected components, click Disk Space.

    Important! If you install to a different location, the target path must not include folders whose names contain Far Eastern characters. The CA DataMinder infrastructure cannot handle these paths.

  6. In the Server Type screen, click Utility Machine.
  7. In the Connectivity screen, enter the name or IP address of the parent server. This can be the CMS or a gateway server.
  8. In the Data Location screen, specify the name and network location of the data folder.

    This folder contains all the configuration data and captured data associated with the current server. You can accept the default location or specify a different location.

    Note: See the recommendation to disable 8.3 file names.

    Accept the default location

    Go to step 9.

    Specify a different location

    Click Change to specify a different location. Remote data folders are described below.

    Important! Do not install the data folder to an encrypted folder or file system! Also, do not compress the data folder if you are using SQL Server.

    Specify a remote data folder

    You can specify a network file share, using the universal naming convention (UNC) or mapped network drive. For example:

    \\MyMachine\share_name\target_folder
    
    \\NAS_device\share_name\target_folder
    

    Sharing and Security settings for the remote folder must allow Full Control for both the user running the installation wizard and the machine running the CA DataMinder Enterprise Server software.

    Note: For SQL Server users, you cannot specify a network file share. This is a known issue. See the Database Guide; search the index for ‘Data folder: remote, and SQL Server’.

  9. The next step depends on whether you are reusing an existing CA DataMinder database:
  10. If an existing CA DataMinder database is detected, the installation wizard displays details about the database here, in the Data Location screen. If you want to re-use this database and the original Data folder, no further configuration is required; simply click Next. Go directly to step 18.
  11. In the Database Type, select the database engine to use on the utility machine. The default is Microsoft Jet.

    If you select Microsoft Jet, no further database configuration is needed. Go directly to step 18.

    if you select Oracle or SQL Server, go to step 12.

  12. In the Database Identification screen, enter details about your chosen database.
    1. You can select a local or remote database. In either case, specify the host server (enter localhost to specify a database on the local machine) and the TCP/IP port number used by the host server.

      Note: Regardless of the type of database engine, if the installation wizard is unable to validate the host server, for example because it is not switched on, the wizard adds a Bypass Database Validation check box to the screen. You can select this check box to skip the validation, but verify the spelling of the server name, otherwise the installation fails.

    2. Depending on your chosen database engine, supply further details.
      • For Oracle, go to step 13.
      • For SQL Server, go to step 14.
  13. Oracle database

    You must provide an appropriate service identifier (SID) to identify the correct database. The SID corresponds to the SID_NAME value in the listener.ora file on the Oracle host server. The installation wizard attempts to validate this SID if you chose the current machine as the host server.

    Now go to step 15.

  14. SQL Server database

    Select the host server. The IP port and database name are set automatically, though you can change both.

    To set up your SQL Server database:

    1. Click Server to select the host server in the Database Server dialog. This dialog lists any servers found to be hosting SQL Server. For multiple SQL Server instances running concurrently on the same computer, the dialog identifies each instance as:
      <machine name>\<Instance name>
      

      Where <machine name> is the name of the server on which SQL Server is running, and <Instance name> is the name of the SQL Server instance. For example:

      MyDBServer\Instance_1
      
    2. The IP port is set automatically when you choose the host server. You do not normally need to change this. But if necessary, click Port to manually set the port number.
    3. Enter the database name. This defaults to:
      WGN_<local machine name>
      

      Where <local machine name> is the name of the server on which you are installing the CMS. For example, if this server is named CMS-HARDY:

      WGN_CMS-HARDY
      

    If you have already created a database for CA DataMinder, change the default name to the name used in SQL Server.

  15. In the Database Accounts screen, specify the database accounts used by CA DataMinder to access the CMS database:
    Primary User

    This is the main CA DataMinder database account. The infrastructure uses this account to access the CMS database. For SQL Server databases, the primary user owns the schema.

    Schema Owner

    (Only available for Oracle CMSs) This optional account owns the database schema. Some organizations choose to have separate accounts for the primary user and the database owner. This is typically for security reasons, for example, to ensure that employees cannot connect to the CMS database as the primary user and delete sensitive data or drop the underlying database objects.

    In all cases, you can specify existing database accounts or instruct the wizard to create new ones. If you specify existing accounts, verify that they have appropriate roles and privileges. The requirements for your Oracle users or SQL Server logins are provided in the Database Guide.

    To specify the database user credentials:

    1. For the Primary User account, click the ellipsis button button. In the resulting User Credentials dialog, specify the username and password for the database account. If this is a new account, select the Create User check box.

      Important! All SQL Server accounts—for the Primary User, Search User, and even the database administrator in step 16—must use SQL Server Authentication! You specify the authentication method in the Login Properties dialog in SQL Server Enterprise Manager.

    2. (Optional) For Oracle CMSs only, repeat the above steps for the Schema Owner database account.

      Note: The installation wizard does not try to validate these account details. Verify that you have entered them correctly, otherwise the installation fails.

    3. If any of the specified database user accounts are new, specify an existing database account (the ‘Database Administrator user’) that the installation wizard can use to log in to SQL Server or Oracle to create the new accounts; go to step 16.

      If all the specified accounts are existing database user accounts, go directly to step 18.

  16. Still in the Database Accounts screen, go to the Database Administrator User field and click the ellipsis button button. In the resulting User Credentials dialog, specify the username and password for the database administrator account (but see the SQL Server warning in step 15.a).
  17. For Oracle CMSs only. In the Database Tablespace Names screen, you must define the tablespace names for each new account.

    By default, Oracle creates all new databases in the ‘Users’ tablespace, but we strongly recommend that you create separate tablespaces for the CA DataMinder database accounts. This has several advantages. For example, it allows precise monitoring of the CMS database and also permits off-line maintenance of the tablespace without disrupting other products that may be sharing your Oracle server.

  18. In the Service Accounts screen, specify the logon accounts used by the various CA DataMinder services. For example, the infrastructure defaults to the LocalSystem account.

    Important! If you chose to specify a remote data folder in step 8, you will need to change the credentials of the infrastructure service.

    Important! If you change any service logon account to a named user, you must manually assign the ‘Log on as a service’ security privilege to this account. See the next section.

  19. In the final wizard screen, click Install to start the file transfer.

More information:

Installing Event Import

Remote Data Manager

Before You Start using CA DataMinder

Before Installing a CA DataMinder Server