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TIBCO iProcess® Engine 11.9.1

# Installing TIBCO iProcess Engine in Console Mode

Before installing TIBCO iProcess Engine in Console mode, you need to read the instructions about Using Configuration Menus and be familiar with the options that appear on a menu.

Note: Before running the installer, make sure that iProcess Files-install Owner and iProcess Schema-install Owner have already known the following information:

- node name
- `$SWDIR`

- the account of background user. iProcess Schema-install Owner needs to use it if iProcess Schema-install Owner can not use the `root` account during the installation.

To install TIBCO iProcess Engine in Console mode, complete the following steps:

| 1. | Log in to your operating system as either the `root` user or as the iProcess Engine `background` user. For the definition of the iProcess Engine background user, see iProcess Engine Background User Name.

| 2. | Run the following commands to start the installer:

`cd` `DistDir`

`./swinstall`

Note: where `DistDir` is the temporary installation directory containing the iProcess Engine distribution set. For more information, see Extracting the Installation Set to a Temporary Installation Directory.

| 3. | Read TIBCO Software Inc. End-User License Agreement. The following prompts appear:

To install the TIBCO iProcess Engine, you must accept the preceding agreement.

Do you accept all the terms of the License Agreement? (Y/N - default N):

| — | Enter `Y` to accept the terms of the License Agreement and continue with the installation.

| — | Enter `N` to abort the installation.

| 4. | Specify the directory where you want to install iProcess Engine.

| — | If you have already set the `$SWDIR` environment variable (see Setting Up the iProcess Engine System Directory) the installer displays the directory where it will install the iProcess Engine:

`TIBCO iProcess Engine installation directory taken from environment:`

| — | If you have not set `$SWDIR`, the following prompts appear:

`In which directory will TIBCO iProcess Engine reside?`

`Enter the full path name (blank to quit):`

Enter the full pathname of the directory where you want to install the iProcess Engine. For example: `/TIBCO/iPE/swnod1`.

Note: This directory must not be the temporary installation directory, a user's home directory, or a directory in a temporary or read-only file system.

If the specified directory already exists, the following prompt appears:

`Directory` `/iPE/swnod1` `already exists.`

Do you wish to install TIBCO iProcess Engine into it? (Y/N - default N):

Enter `Y` to continue with the installation. If you enter `N`, the installer will ask you to enter another directory to install.

If the specified directory does not exist, the following prompt appears:

`Directory /TIBCO``/iPE/swnod1` `does not exist.`

`Do you wish to create this directory?`

Enter `Y` to continue with the installation. If you enter `N`, the installer will ask you to enter another directory to install.

| 5. | Enter the Policy to Install Schema and Files menu. For detailed information of this menu, see Policy to Install Schema and Files Menu.

In this menu, you can select one of the installation policies. Depending on your choice, you will be led to different menus to configure your installation.

| — | Install Schema and Files

Choose this option to install or upgrade both iProcess Engine files and schema tables during the current installation.

Since iProcess Engine 11.5, all the new case memo data is stored in the `nmemo` table and `pack_nmemo` table. If you are a root user and upgrading iProcess Engine to 11.8 with the Oracle database, you are prompted to choose whether to migrate the old memo data to the new memo tables. See Memo Data Migration Menu for more information.

Note: If you upgrade schema first, and then upgrade files as a root user, you are also prompted to choose the migration settings.

The migration for the case memo data might take a long time depending on the volume of the memos in the `pack_memo` and `memo` tables. You can also migrate the memo data by using the s`wutil MIGRATEMEMOS` command after the upgrades. See TIBCO iProcess Engine Administrator’s Guide`` for more information about the `swutil MIGRATEMEMOS` command.

After you choose this option, you will enter the following menus to complete additional required configurations:

—Location, Identification, and OS Accounts Menu

—Configuration Options Menu

—IAP Configuration Menu

—iProcess Email Plug-in Configuration Menu

—(For Oracle only) Oracle Database Installation Method Menu

—Database Connection and Account Details Menu

| — | Install Schema Only

iProcess Schema-install Owner chooses this option to install or upgrade iProcess Engine schema tables only during the current installation.

After choosing this option, iProcess Schema-install Owner will enter the following menus to complete additional required configuration:

—(for Oracle only) Oracle Database Installation Method Menu

—Database Connection and Account Details Menu

| — | Install Files Only

iProcess Files-install Owner chooses this option to install or upgrade iProcess Engine files only during the current installation.

Note: For a new installation, iProcess Files-install Owner cannot choose this option. iProcess Schema-install Owner must install the iProcess Engine schema tables first.

After choosing this option, iProcess Files-install Owner will enter the following menus to complete additional required configurations:

—Memo Data Migration Menu

—Configuration Options Menu

—IAP Configuration Menu

—iProcess Email Plug-in Configuration Menu

| 6. | Enter `C`, the Configuration Summary page appears. Carefully review the Configuration Summary, then you can see the following prompt at the end:

`Ready to install TIBCO iProcess Engine-continue (Y/N-default Y) :`

| — | Enter `N` to return to Database Connection and Account Details Menu.

| — | Enter `Y` to proceed with the installation. The default option is `Y`.

| 7. | The installer now performs the necessary installation tasks using the supplied configuration information. A number of messages are displayed informing you of the progress of the installation.

If you are installing a new iProcess Engine, the following prompt appears after the installation complete:

`At this point you may run an installation verification test.`

`Run the verification test now? (Y/N - default Y) :`

| — | Enter `N`, if you want to skip the installation verification test.

| — | Enter `Y`, if you want the installer to run tests to verify that the installation has succeeded. If all these tests pass successfully, the following messages are displayed.

    TIBCO iProcess Engine Nodename (swnod001) checked OK.
    TIBCO iProcess Engine RPC Number (391875 ) checked OK.
    TIBCO iProcess Engine service ports checked OK
    TIBCO iProcess Engine process entries OK

Note: The installer writes the port numbers used by the iProcess Engine watcher and worker process sentinels to the `/etc/services` file. The entries are:

`— nodename``_worker` `nnn``/tcp`

`— nodename``_watcher` `mmm``/tcp`

where:

`— node_name` is the nodename of this iProcess Engine.

`— nnn` and `mmm` are unique numbers in the `services` file depending on what port numbers are already being used on the server.

For example:

`— staffw_nod1_watcher 1500/tcp`

`— staffw_nod1_worker 1501/tcp`

If any of the tests fail, a suitable error message is displayed.

| 8. | Exit the installer.

If it has been unable to perform all necessary installation tasks, it displays the following message:

`===========================================================` `** IMPORTANT: See $SWDIR/logs/TODO for outstanding tasks` `===========================================================`

If a `$SWDIR``/logs/TODO` file exists, you must now perform all the commands listed in that file to complete the installation. See Using the $SWDIR/logs/TODO File to Complete a Partial Installation for more information.

The following message only appears when you upgrade iProcess Engine to 11.8 as:

| — | a non-root user

| — | a root user, upgrade files first, and then upgrade schema.

`===========================================================` `Please perform $SWDIR/bin/swutil MIGRATEMEMOS to migrate memo data after TIBCO iProcess Engine is available.` `===========================================================`

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