Platform Installation Guide

(printable version)

 

Overview

This guide provides information on installation planning, configuration, and tuning of the platform for optimum performance and security. It is intended for installers who are building a fully-optimized, production installation.

Additional Resources

• For a searchable and printable version of this guide, see the Platform Installation Guide (printable)
• To learn more about the latest release, see the All Release Notes
• See also these additional resources for installation and configuration:

• networking.properties
• Internal Database Settings
• Service Provider Settings
• Installation FAQs

Installation Requirements

• Hardware Requirements
• Software Requirements
• License Requirements

Installation Planning

• Platform Components
• Deployment Options
• Prototype Deployment
• Additional Deployment Options
• Choosing a MySQL Replication Strategy
• Choosing a MySQL High Availability Option

Platform Installation

• Installation Files
• Configuring the MySQL Server for use by the platform
• Installing and Upgrading the Application Server

Platform Configuration

• Configuring the Application Server
• Managing Backend Services
  • Enabling and Disabling Backend Services
  • Configuring Backend Services
  • Configuring Document Services
  • Configuring the Quartz Scheduler
  • Configuring memcached
• Enabling One-Click Document Viewing
• Installing the Chart Handling Libraries
• Adding Multibyte Character Set Fonts for PDF Printing
• Additional Installation Step for RedHat 6
• MySQL Replication and Tuning
  • MySQL Tuning Parameters
  • Setting Up a MySQL Replication Server

Messaging Server Installation

• About the Messaging Server
• Installing the Messaging Server
• Managing the Messaging Server

Platform Security

• Managing SSL Certificates
• Controlling Port Access
• Running the Platform as a Non-Root User

Performance Optimizations

• Configuring MySQL to Run on a Separate Server
• Installing and Configuring Apache for Use with the Platform
• Adding Additional Application Servers
• Adding Additional memcached Servers

Application Server Operations

• Server Restart Sequence
• Start the Application Server
• Restart the Application Server
• Stop the Application Server
• Accessing the Application Server
• Creating a Tenant
• Managing Email Credits with Vertical Response

Database Administration

• Recognizing the Platform Databases
• Database Administration Tips
• Database Backup and Recovery

Platform Administration

• User Registration
• User Support
• Global Import Queue

Housekeeping

• Regular Maintenance Ensures Top Performance
• Purging and Archiving Data on the Platform
• Cleaning up Temporary Files on the Server

Platform Monitoring

• Heartbeat Check
• Monitoring Servers
• Monitoring Processes
  • Monitoring and Tuning Garbage Collection
  • Monitoring and Tuning MySQL
  • Monitoring OS Statistics
• Monitoring Ports
• Monitoring memcached
• Monitoring Cluster-Enabled Quartz Instances
• Monitoring MySQL Replication

Platform Tuning

• Tuning Tomcat
• Tuning Report Threads

Troubleshooting

• Adding MIME Types
• Watching Application Server Logs
• Troubleshooting Quartz
• Imports Hang