TIBCO ActiveMatrix® BPM Installation and Configuration
Important Information
TIBCO Documentation and Support Services
INTRODUCTION - READ THIS FIRST!
Using this Guide
Installation Environment
Configuration Directory
ActiveMatrix BPM System Architecture
Distributed BPM System
Basic BPM System
Primary, Second Primary, and Remote Machines
Multiple BPM Systems in the Same ActiveMatrix Enterprise
Upgrading From an Earlier Version of ActiveMatrix BPM
Disaster Recovery
Network Support
SYSTEM REQUIREMENTS
Hardware Requirements
Platform and Database Requirements
TIBCO Software Requirements
Third-Party Software Requirements
User Account Requirements
Additional System Requirements for a Distributed BPM System
INSTALLATION AND UPGRADE SCENARIOS
Creating a Basic ActiveMatrix BPM System
A Basic ActiveMatrix BPM System
Performing Required Pre-Installation Tasks
Installing ActiveMatrix BPM Software
Configuring JDBC Drivers
Creating a BPM Node and Administrator Server
Performing Required Post-Installation Tasks
Creating an ActiveMatrix Administrator Server (Single or Replicated)
An ActiveMatrix Administrator Server (Single or Replicated)
Performing Required Pre-Installation Tasks
Primary Machine: Installing ActiveMatrix BPM Software
Primary Machine: Configuring JDBC Drivers
Primary Machine: Creating the Administrator Server
Primary Machine: Sharing the ActiveMatrix Administrator Server Staging Area
Second Primary Machine: Installing ActiveMatrix BPM Software
Second Primary Machine: Configuring JDBC Drivers
Second Primary Machine: Replicating the ActiveMatrix Administrator Server
Creating a Distributed ActiveMatrix BPM System
A Distributed ActiveMatrix BPM System
Performing Required Pre-Installation Tasks
Remote Machine 1: Installing ActiveMatrix BPM Software
Remote Machine 1: Creating a Host Instance
Primary Machine: Creating a BPM Node on Remote Machine 1
Remote Machine 2: Installing ActiveMatrix BPM Software
Remote Machine 2: Creating a Host Instance
Remote Machine 2: Creating a BPM Node
Performing Required Post-Installation Tasks
Adding an Additional ActiveMatrix BPM System to an Existing ActiveMatrix Enterprise
Multiple BPM Systems in the Same ActiveMatrix Enterprise
Performing Required Pre-Installation Tasks
Production Machine: Installing ActiveMatrix BPM Software
Production Machine: Configuring JDBC Drivers
Production Machine: Creating a Host Instance
Production Machine: Creating a BPM Node
Performing Required Post-Installation Tasks
Upgrading a Basic ActiveMatrix BPM System
Performing Required Pre-Upgrade Tasks
Installing ActiveMatrix BPM Software
Upgrading the ActiveMatrix Administrator Server and ActiveMatrix BPM Application
Performing Required Post-Upgrade Tasks
Upgrading a Distributed ActiveMatrix BPM System
Performing Required Pre-Upgrade Tasks
Installing ActiveMatrix BPM Software
Upgrading the ActiveMatrix Administrator Server
Upgrading Runtime Hosts of Remote Machines
Upgrading the ActiveMatrix BPM Application
Performing Required Post-Upgrade Tasks
INSTALLATION AND UPGRADE PROCEDURES
Preparing for Installation or Upgrade
Checking For Any Late-Breaking Information
Checking the System Requirements
Configuring TIBCO Enterprise Message Service
Creating the External ActiveMatrix Administrator Database
Creating the ActiveMatrix Administrator Database Using SQL Server
Creating the ActiveMatrix Administrator Database Using Oracle
Creating the ActiveMatrix Administrator Database Using DB2
Configuring the BPM Database Server
Configuring the BPM Database Server Using SQL Server
Configuring the BPM Database Server Using Oracle 12c
Configuring the BPM Database Server Using DB2
Creating a Database to Hold the BDS Case Data Store (DB2 Only)
Setting up a Content Management System
Configuring the External LDAP Directory Server
Configuring System Parameters on UNIX or Linux Platforms
Configuring Apache Ant
Downloading Required Third-Party Software Assemblies
Downloading ActiveMatrix BPM Software
Backing Up the Existing ActiveMatrix BPM System
Removing any Indexes Added to the BPM Database
Backing Up Openspace Customizations
Backing up Customized Example Applications in Application Development
Backing Up Workspace
Installing ActiveMatrix BPM (TIBCO Universal Installer)
TIBCO Universal Installer: Installation Modes
Deciding Whether to Use a New or Existing Installation Environment
JRE Used by TIBCO Universal Installer
Running TIBCO Universal Installer in GUI Mode
Running TIBCO Universal Installer in Console mode
Running TIBCO Universal Installer in Silent Mode
Configuring ActiveMatrix BPM Runtime Objects (TIBCO Configuration Tool)
TIBCO Configuration Tool: Configuration Modes
TIBCO Configuration Tool Log Files
Running TIBCO Configuration Tool in GUI Mode
Required External Libraries on an HP-UX (64-bit)/Itanium Platform
TIBCO Configuration Tool Wizards Available on a Primary Machine
TIBCO Configuration Tool Wizards Available on a Remote Machine
Running TIBCO Configuration Tool in Console Mode
Running TIBCO Configuration Tool in Silent Mode
The build.properties File
A Simple Example: Adding a New Server Node to a Distributed System
Manually Creating the BPM and BDS Databases
Manually Running BPM Database Creation Scripts
Manually Upgrading the BPM Database
Method 1: Stopping the BPM Application Before Upgrading It
Method 2: Performing the Upgrade in Two Stages
Manually Running BPM Database Upgrade Scripts
Performing Post-Installation Tasks
Configuring the Business Data Services (BDS) Database
Creating Any Other Required LDAP Connections to LDAP Directories
Configuring Client Communications Through the Load Balancer
Configuring the Work Presentation Component
Configuring Launch Pages to Handle Context-Switching
Configuring Transaction Recovery (Oracle only)
Setting Transaction Verification Property (SQL Server Only)
Copying Modified Process Engine-Related JVM Property Values to BPM Properties Files
Upgrading JDBC Drivers
Reconfiguring JDBC Connection Resource Templates After Upgrade From a Pre-4.0 ActiveMatrix BPM System
Reorganizing Event Collector Tables (DB2 Only)
Verifying the Event Collector Rules Files
Migrating Data Stored in Event Collector
Updating the managedobjectlifecycle Target in the Event Collector Rules File
Modifying the Indexes Used on the 'ec_managed_obj_lifecycle' Table
Editing TIBCO Hawk® Rulebase Files
Minimizing Openspace Load Time
Restoring any Openspace Customizations
Restoring Customized Example Applications in Application Development
Restoring Workspace Configurations
Replacing the Existing ActiveMatrix BPM SSO Certificates
Adding Jackrabbit Janitor Thread Configuration Parameters (Optional)
Configuring Support for Internationalization (Windows Systems Only)
IV - TIBCO CONFIGURATION TOOL WIZARD REFERENCE
Configure Third-Party Driver Wizard
Third-Party Driver: Details
Third-Party Driver: JAR Folder
Third-Party Driver: Summary
Create TIBCO ActiveMatrix BPM Server Wizard
Welcome
ActiveMatrix BPM: Database Administrator
JDBC Connection String Formats
ActiveMatrix BPM: Runtime Database Configuration
ActiveMatrix BPM: BDS Database Configuration
ActiveMatrix BPM: Configuration
ActiveMatrix BPM: Sizing Configuration
ActiveMatrix BPM: LDAP Configuration
ActiveMatrix BPM: CMIS Configuration
ActiveMatrix BPM: Authentication Configuration
ActiveMatrix BPM: SiteMinder Configuration
ActiveMatrix BPM: Kerberos Configuration
ActiveMatrix BPM: OpenID Connect Configuration
ActiveMatrix BPM: SAML Web Profile Configuration
ActiveMatrix BPM: Administrator Server Configuration
ActiveMatrix BPM: JMS Configuration
ActiveMatrix BPM: Host and Node Configuration
Administrator Server Configuration: Summary
Create TIBCO ActiveMatrix Administrator Server Wizard
Welcome
Administrator Server Configuration: Details
Administrator Server Configuration: TIBCO Host Configuration
Administrator Server Configuration: Connection Settings
Administrator Server Configuration: Internal HTTP Settings
Administrator Server Configuration: Notification and Messaging Bus Server
Administrator Server Configuration: Enterprise Message Service Connection Factory
Administrator Server Configuration: Database Details
Administrator Server Configuration: Authentication Realm
Administrator Server Configuration: Database Authentication Realm Details
Administrator Server Configuration: LDAP Authentication Realm Details
Administrator Server Configuration: LDAP Authentication Realm Details (Screen 2)
Administrator Server Configuration: LDAP Authentication Realm Details (Screen 3)
Administrator Server Configuration: Credential Server Details
Administrator Server Configuration: Credential Server Keystore
Administrator Server Configuration: Logging Notification Server
Administrator Server Configuration: Log Service Database Configuration
Administrator Server Configuration: Payload Service Database Configuration
Administrator Server Configuration: Summary
Create TIBCO Host Instance Wizard
Welcome
TIBCO Host Instance Configuration: Details
TIBCO Host Instance Configuration: Notification Server
TIBCO Host Instance Configuration: Administrator Server
TIBCO Host Instance Configuration: Summary
Configure TIBCO ActiveMatrix BPM Server Node Type Wizard
Welcome
ActiveMatrix BPM Node Type: Administrator Server Configuration
ActiveMatrix BPM Node Type: Host and Node Configuration
ActiveMatrix BPM Node Type: Custom Keystore Configuration
ActiveMatrix BPM Node Type: Sizing Configuration
ActiveMatrix BPM Node Type: Summary
Replicate TIBCO ActiveMatrix Administrator Server Wizard
Welcome
Remote Administrator Server Details
Create Replicated Instance Wizard
Administrator Server Configuration Details
Administrator Server TIBCO Host Configuration
Administrator Server Connection Settings
Administrator Server Notification and Messaging Bus Server
Administrator Server Database Details
Administrator Server Database Authentication Realm Details
Administrator Server Configuration LDAP Authentication Realm
Administrator Server Configuration Summary
Edit TIBCO ActiveMatrix BPM Instance Wizard
Welcome
ActiveMatrix BPM Edit: Administrator Server Configuration
ActiveMatrix BPM Edit: Select Edit Configurations
ActiveMatrix BPM: Runtime Database Configuration
JDBC Connection String Formats
ActiveMatrix BPM: BDS Database Configuration
ActiveMatrix BPM: SOAP Version Configuration
ActiveMatrix BPM: CMIS Configuration
ActiveMatrix BPM: Authentication Configuration
ActiveMatrix BPM: SiteMinder Configuration
ActiveMatrix BPM: Kerberos Configuration
ActiveMatrix BPM: OpenID Connect Configuration
ActiveMatrix BPM: SAML Web Profile Configuration
ActiveMatrix BPM: Package / unpack AMX Host for moving
ActiveMatrix BPM Edit: Purge Process CLI Configuration
ActiveMatrix BPM Edit: Summary
Upgrade TIBCO ActiveMatrix BPM Instance Wizard
Welcome
ActiveMatrix BPM Upgrade: Administrator Server Configuration
ActiveMatrix BPM Upgrade: Upgrade Configuration
ActiveMatrix BPM Upgrade: Summary
Delete TIBCO ActiveMatrix BPM Instance Wizard
Using the Delete TIBCO ActiveMatrix BPM Instance Wizard
Welcome
ActiveMatrix BPM Deletion: Administrator Server Configuration
ActiveMatrix BPM Deletion: Instance Configuration
ActiveMatrix BPM Deletion: Summary
Edit TIBCO ActiveMatrix Administrator Server Configuration Wizard
Edit ActiveMatrix Administrator Server Configuration: Administrator Server Selection
Edit ActiveMatrix Administrator Server Configuration
Administrator Server Configuration: Edit HTTP Connection Settings
Administrator Server Configuration: Edit Database Settings
Administrator Server Configuration: Edit Authentication Realm Settings
Administrator Server Configuration: Edit LDAP Authentication Realm
Administrator Server Configuration: Summary
Upgrade or Downgrade TIBCO ActiveMatrix Wizard
TIBCO ActiveMatrix Upgrade Manager: Upgrade or Downgrade
TIBCO ActiveMatrix Upgrade Manager: Upgrade Options
TIBCO ActiveMatrix Upgrade Manager: Upgrade Selection
TIBCO ActiveMatrix Upgrade Manager: Validate
TIBCO ActiveMatrix Upgrade Manager: Upgrade Summary
TIBCO ActiveMatrix Upgrade Manager: Downgrade Options
TIBCO ActiveMatrix Upgrade Manager: Downgrade Selection
TIBCO ActiveMatrix Upgrade Manager: ActiveMatrix Administrator Server
TIBCO ActiveMatrix Upgrade Manager: Downgrade Summary
IV - ADDITIONAL INFORMATION
Troubleshooting Installation
Installer Log File
Sanitizing After a Failed Installation
Uninstalling an ActiveMatrix BPM System
Disaster Recovery Using Data-Level Replication
Data-Level Replication
Configuring TIBCO ActiveMatrix BPM for Disaster Recovery
Creating Host Aliases for TIBCO ActiveMatrix BPM System Components
Creating Service Name Aliases for TIBCO ActiveMatrix BPM Databases
Storing EMS Queues in the Oracle Database
Configuring TIBCO ActiveMatrix BPM to Use Hostname and Aliases
Enabling Halt on Error Behavior
Replicating TIBCO ActiveMatrix BPM File-Based Data
Transaction Manager Log Files
Replicating TIBCO ActiveMatrix BPM Database-Based Data
Recovering TIBCO ActiveMatrix BPM if the Primary Site Fails
Before Starting TIBCO ActiveMatrix BPM on the Secondary Site
After Starting TIBCO ActiveMatrix BPM on the Secondary Site
Disaster Recovery Using Device-Level Replication
Deleting a Replica ActiveMatrix Administrator Server
Securing Communication Channels
Configuring TIBCO Enterprise Message Service Servers
Using Third-Party Solutions to Configure a High Availability, Fault Tolerant ActiveMatrix BPM System
TIBCO ActiveMatrix® BPM Installation: Developer Server
Important Information
TIBCO Documentation and Support Services
Introduction
Installation Environment (TIBCO_HOME)
Configuration Directory (CONFIG_HOME)
System Requirements
Hardware Requirements
Platform Requirements
Third-Party Software Requirements
User Account Requirements
Performing Required Pre-Installation Tasks
Setting Maximum Number of Open Files on Linux
Checking Port Used by Existing Installations of PostgreSQL
Downloading TIBCO Software
Downloading Required Third-Party Software Assemblies
Installing ActiveMatrix BPM
Creating an ActiveMatrix BPM Developer Server
Access to Developer Server Components
Restarting Developer Server After Restarting Computer
Troubleshooting
Installer Log File
TIBCO Configuration Tool Log File
Uninstalling ActiveMatrix BPM