Jim Britt / Opalis 6.3
Installation Guide
October 7, 2018
Version 1.0
Purpose
The purpose of this document is to:
- Provide the step-by-step instructions for downloading, extracting, installing, and configuring Opalis 6.3 Infrastructure Components and the Opalis 6.3 Operator Java Console into a test environment.
- Provide additional troubleshooting information to cover areas that are not directly documented by currently available public documentation on TechNet.
- This document is meant to be a supplement to the already available online documentation located here:
Assumptions
This document was based on certain assumptions (documented below):
- Infrastructure and accompanying console were installed on Microsoft® Windows Server® 2008 R2 Enterprise OS installed
- Full administrative access is available to the server where the console is being installed upon by the installer
Table of Contents
1.Infrastructure Requirements for Opalis
2.Installing the Opalis Core Components
2.1.Installing the Management Server
2.2.Creating and Configuring the Database for Opalis
2.3.Importing the License information for Opalis
2.4.Upgrading to 6.3
2.5.Deploying Action Servers from Deployment Manager
2.6.Deploying Clients from Deployment Manager
3.Installing the Opalis Operator Console
3.1.Downloading the Pre-Requisites
3.2.Preparing for the Console Install
3.2.1.Extract the Opalis Operator Console Installer
3.2.2.Install and Configure JDK 6 Update 4
3.2.3.Extract and Install JBOSS Application Server
3.3.Setup and Configure the Operator Console
4.Running the Operator Console
4.1.Running the Operator Console Interactively
4.2.Running the Operator Console as a Service
5.Manual Installation of Opalis Client
- Infrastructure Requirements for Opalis
The following information documents the infrastructure requirements for installing Opalis 6.3 Management Server, Database, Action Server, and Operator Console.
Management Server, Operator Console, andAction Server MachinesComponent Minimum Requirements
Processor / 2.1 GHz dual-core Intel Xeon 3000 series or equivalentMemory / 2 GB
Hard Disk /
- Management server and Operator console – 131 MB (install)
- Operator console – 200 MB (including JBoss)
- Action server – 50 MB. Policies may use more space when moving files or processing data. Add an appropriate amount of space for the policies that you create.
Operating System /
- Windows Server 2008 (32-bit or 64-bit)
- Windows Server 2008 R2 (64-bit)
- Windows Server 2003 (32-bit) Service Pack 2
- Windows Server 2003 R2 (32-bit) Service Pack 2
Additional Software /
- Windows Installer version 3.1 – Required to install Opalis Integration Server and all components, integration packs, Hotfixes, and product upgrades. (Not required for the Operator console.)
- Microsoft .NET Framework 3.5, Service Pack 1. By default, .NET Framework 3.5 is not enabled in Windows Server 2008. You enable it in the IIS role. (Not required for the Operator console.)
- All Windows products must be English-localized editions.
- We recommend that you run the system in an Active Directory environment.
Database /
- Microsoft SQL Server 2005 or 2008 is required if you want to use Microsoft SQL Server as your Data store database. We recommend that you use an installation of SQL Server that is dedicated to Opalis Integration Server or a cluster of SQL Server computers for production environments. SQL Server Desktop Edition and Express Edition are not supported.
Client Computer Requirements
Component / Minimum RequirementMemory / 1 GB
Hard Disk / 60 MB
Processor / 2.4 GHz Intel Pentium 4; 2.0 GHz Intel Core 2 Duo or equivalent
Operating System /
- Windows Server 2008 (32-bit or 64-bit)
- Windows Server 2008 R2 (64-bit)
- Windows Server 2003 (32-bit) Service Pack 2
- Windows Server 2003 R2 (32-bit) Service Pack 2
- Windows 7 (32-bit or 64-bit)
- Windows Vista (32-bit or 64-bit)
- Windows XP Professional (32-bit or 64-bit)
Additional Software /
- All Microsoft Windows products must be English-localized editions.
- Windows Installer 3.1 must be installed on the computer.
- We recommend that you run Opalis Integration Server in an Active Directory environment.
Operator Console Software Requirements
Component / RequirementBrowser / Windows Internet Explorer 7, Windows Internet Explorer 8 (IE7 compatibility mode), or Mozilla Firefox 3
JavaScript / JavaScript must be enabled in the browser
Note: Operator Console Installation Requirements are documented in the section covering“Installing the Operator Console”.
Operational Notes
Basic Pre-Requisites
- Confirm .NET 3.5 SP1 Installed
- If not:
- Add Opalis Service acct to local admin group on server
- PowerShell (x86 and x64)
- Get-ExecutionPolicy (should be set to remote signed for both x86 and x64)
- Set-ExecutionPolicy RemoteSigned
- Installing the Opalis Core Components
- Installing the Management Server
Source media needs to be downloaded and extracted to a folder before moving into the installation phase of the core components.
- Download the media from an approved location
- Run the Opalis_Full.exe to extract the source media to a target folder
Example: “C:\OIS_Installer”
- Located the Opalis 6.2.2.zip and extract it to a directory.
Example: “C:\OIS_Installer\zips”
Note:The result of this extraction should be a series of ZIP files hence the directory “OIS_Installer\zips”
- Next, extract the Integration Server installer “Opalis Integration Server 6.22_6.2.2.5229.zip” from the “OIS_Installer\zips” folder into a folder called “C:\OIS_Installer\Opalis 6.2.2”.
- Once fully extracted, locate the “Setup.exe” in the root of the extracted folder and launch it.
- Select “Install Opalis Integration Server” from the selections presented
- Next select “Install the Management Server”
- Select “Next” to continue
- Select “I accept the license agreement” and click “Next”
- Type in Full Name and Organization and click “Next”
- Select the default directory or browse to a new location and select “Next” to continue.
- Type in the name of the Opalis Service Account that will be leveraged. Select “Next” to continue.
Note: This service account needs to be a local administrator on the Management Server and each Action Server in your environment. Additionally, you need to ensure this account is also added to local the group policy security right of “Logon as Service” on the Management Server and Action Servers. See for additional information on how to configure these options.
2.2.Creating and Configuring the Database for Opalis
The next steps outline the process for creating and configuring the Opalis database.
- If not already running, launch the installation wizard “C:\OIS_Installer\Opalis 6.2.2\setup.exe”
- Verify “Install the Management Server” is showing a green check, and proceed to “2” on the menu
- Select “Configure the Datastore”
- Select “Microsoft SQL Server”
- Type the name of your SQL Server in the “Server:” prompt, ensure you are selecting the appropriate Authentication method “Windows Credentials” is preferred. Select “Next” to continue.
- Use the default of “Opalis” unless a different DB name is desired. Select “Finish” to finish the wizard and initialize the database.
- You should see the following prompt upon successful completion of the database creation. Press “OK” to complete.
Troubleshooting Note: If you run into issues creating the Opalis database, launch SQL Management Studio, create a security login for the Opalis SVC account and grant DBCREATOR and SETUPADMIN roles to the Opalis DB. Reference for information on this requirement and how to set it up.
2.3.Importing the License information for Opalis
The next steps outline the process for importing the license information for Opalis.
- If not already running, launch the installation wizard “C:\OIS_Installer\Opalis 6.2.2\setup.exe”
- Verify steps “1” and “2” are showing a green check, and proceed to step “3” on the menu
- Click “Import a License”
- By default the interface will be blank. Select “Import” to search for your license file.
- Create a Licenses folder in:
“C:\Program Files (x86)\Opalis Software\Opalis Integration Server\Management Service”
- Copy 5-OISBP_25.lic from your license source directory: Example: “F:\Opalis\Opalis 6_2_2 SP1 (Full Download)\Licenses.zip\Licenses” to the above folder you created.
- Enter the License file location and Key into the Import License box and click “OK”.
- You should see a “License file successfully imported” message. Press “OK” to complete the wizard.
- Do not install the client at this time. Exit the installer.
2.4.Upgrading to 6.3
The next steps outline the process for upgrading the installation from 6.2.2 to update 6.3.
Note: 6.2.2 SP1 is not required to upgrade your system to 6.3.
- Start by navigating to the “C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server” compressed folder.
- Select the “OpalisIntegrationServer_FoundationObjects.msi”, right click, and select “Copy”
- Paste the file you just copied to the clipboard to the following directory within your Opalis installation overwriting the existing file.
“C:\Program Files (x86)\Opalis Software\Opalis Integration Server\Management Service\Components\Objects”
- Next run the “OpalisIntegrationServer_ManagementService_630_PATCH.msp” from the “C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server” folder and do not change any of the default values.
- Wait for an “Installation Complete” message showing things have been successfully installed.
- Deploying Action Servers from Deployment Manager
The next steps outline the process for deploying an Action Server from the Management Console.
- Start by opening up the “Deployment Manager” on the primary Management server by going to “Start/All Programs/Opalis Software/Opalis Integration Server/Deployment Manager”
- Right Click the “Action Servers Node” and select “Deploy New Action Server”
- Select “Next”
- Use the Service Account for Opalis to add the new Action Server
- Select “Next” to continue.
Note: If you run into any issues with deployment, ensure that the Opalis Service Account has been granted appropriate permissions previously called out in this document.
2.6.Deploying Clients from Deployment Manager
The next steps outline the process for deploying a client for authoring workflows from the Management Console and then following up with a required patch that needs to be manually installed or deployed viaSoftware Distribution (ex: SCCM).
- Start by opening up the “Deployment Manager” on the primary Management server by going to “Start/All Programs/Opalis Software/Opalis Integration Server/Deployment Manager”
- Right click on “Clients” and select “Deploy new Client…”
- Add the system to the “Computer:” line and click “Add” to add the target client to the list. Select “Next” to continue.
- Install any IP’s desired or decide to install those at a later date. The client install will go faster if IPs are installed later.
- Once a remote client has been successfully deployed, an update needs to be deployed to the client system. Start by navigating to the “C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server” compressed folder.
- Right click on the “OpalisIntegrationServer_Client_630_PATCH.msp” and paste it to a location that is accessible from the client system when logged on locally.
- Login to the remote client, locate the “OpalisIntegrationServer_Client_630_PATCH.msp”, right click on the MSP, and select “Apply” to install the update.
- Installing the Opalis Operator Console
The following documentation is meant to provide a guideline for installation of the Opalis 6.3 Java Operator Console. TechNet URLS and online video presentations are provided where applicable for additional information and review. The officially released URL on TechNet for this product version is available here (as of the authoring of this document):
Admin Note: There is a video tutorial available if you want to see the console being installed step by step.
3.1.Downloading the Pre-Requisites
The very first step in installing the Operator Console is downloading the required installation files and supporting libraries for JBOSS (the environment that the Operator Console leverages as its common base). The following URL can be leveraged to download the required files:
Additionally, you can leverage the documentation available in the “Opalis Integration Server Administration Guide” under the section “System Requirements / Operator Console Client Requirements”.
Download the following files from the URLs provided (some have direct links to files so it is clear which files to obtain) and place all files in a folder called “C:\libraries”.
Component / URL / Downloaded?Java Development Kit 6 Update 4 /
JBoss Application Server 4.2.3.GA /
Hibernate Validator 3.0.0.GA /
Hibernate Commons Annotations 3.3.0.GA /
Richfaces-API 3.3.1.GA /
Richfaces-UI 3.3.1.GA /
File:
Richfaces-Implementation 3.3.1.GA /
JBoss-EL 2.0.1.GA /
JSF-Facelets 1.1.14 /
Java Native Access 3.0.9 /
JAX-WS RI /
JBoss Seam-Core 2.0.2_SP1 /
Click “View Raw” to download the JAR
JBoss Seam-Remoting 2.0.2_SP1 /
JBoss Seam-UI 2.0.2_SP1 /
JBoss Seam-Debug 2.0.2_SP1 /
JBoss Seam-Mail 2.0.2_SP1 /
Note: You should have 16 files. Sort by Name and check from the list below.
3.2.Preparing for the Console Install
Once you have validated you have downloaded all files required to setup the Opalis Operator Console, it is now necessary to extract certain folders into specific locations to set the configuration environment for installation.
3.2.1.Extract the Opalis Operator Console Installer
The following procedure outlines directory structure and process to properly extract the source files for the Operator Console Installer.
- Go to the “C:\OIS_Installer\zips” folder and locate the “Opalis Operator Console Installer Script 1.0_1.0.0.0001.zip”, right click and select “Extract All…” to “C:\OIS_Installer” or appropriate directory structure that you have extracted your OIS Installer source media.
- Browse to the extracted executable “C:\OIS_Installer\OpalisOperatorConsoleInstaller.exe” and execute it.
- Answer “Yes” to the prompts that follow and when asked where to extract the files, leave the default directory of “C:\OpConsoleInstaller” and click “Unzip” to extract the source files for the Console Install.
- Click “OK” to the final prompt about running the PS1 Script in a PowerShell 2.0 console.
- Finally, copy the “OperatorConsole” directory from the installation media for 6.2.2 as shown below and paste it into the root of the “C” drive.
3.2.2.Install and Configure JDK 6 Update 4
Next we need to install the JDK 6 Update 4 and configure it.
- Install the JDK 6 Update 4 by locating the installer “C:\libraries\jdk-6u4-windows-i586-p.exe” and executing it.
- Take the defaults on the installation. Select “Finish” when complete
- Next go to “Properties of My Computer”, “Advanced System Settings”, and click “Environment Variables…”
- Select “New” under System variables at the bottom and type in the following:
Variable name: JAVA_HOME
Variable value: C:\Program Files (x86)\Java\jdk1.6.0_04
Note: Ensure you are typing in the correct value for the installation directory of the JDK 6 Update 4. For x64, the directory has an “x86” in the Program Files directory name by default. For x86 OS’s it is just “Program Files\Java\jdk1.6.0_04”. Browse to the folder on the server to validate the directory before proceeding.
- Next, in the same section as above, select the “Path” system variable and append the following at the end:
;%JAVA_HOME%\bin
Note: Ensure you are appending with a “;” prior to the additional path information.
3.2.3.Extract and Install JBOSS Application Server
Next, extract the source for JBOSS and install it into its working directory.
- Browse to the “c:\libraries” folder and extract the JBOSS-4.2.3.GA.ZIP (recommended to be extracted to “\JBOSS” ex: “C:\JBOSS”. Can be “D” or wherever you prefer but you’ll need to reference this folder later in the installation.
- Next, extract the “JAXWS2.1.2-20070917.JAR” file. Go to the cmd prompt. Change directories into your library folder (cd \libraries)
- Run the following command from the cmd prompt to unpack the jax archive
java –jar JAXWS2.1.2-20070917.jar
- Scroll to the bottom of the dialogue box that is presented and select “Accept”
- Watch for an “Installation complete” status message in the cmd window
- Validate the jaxwws-ri folder and subfolders were created in the “Libraries” folder
3.3.Setup and Configure the Operator Console
This next section describes the necessary steps to execute the PowerShell script to install and configure the console for use.
- Open up PowerShell from the Start Menu, from the “Search Window”, or by clicking the PowerShell icon on your start bar.
- Execute the following command within the PowerShell console window
set-executionpolicy RemoteSigned
- Hit “Enter” or type “Y” to accept the warning
- Type the full path to the PS1 installer file to start the install process from within the PowerShell console window as shown below
C:\OpConsoleInstaller\installOpConsole.ps1
- When asked for the location of the JBOSS folder, hit “ENTER” to browse for it and select the location you extracted it to. Ensure you are selecting the folder directly above the “BIN” folder as shown below:
- Next hit “ENTER” to browse to the OperatorConsole folder.
- Next type “N” and hit “ENTER” to browse to the “Libraries” folder.
- Next hit “ENTER” to browse for the “Libraries” folder location
- For the next question on Database Type type in “1” and hit “ENTER” to select SQL.
- Next type in the SQL Server name and hit “ENTER”
- Type “1” for “Windows Authentication” and hit “ENTER”
- Hit “ENTER” only if you kept the default database name “Opalis” otherwise type the proper DB name and hit “ENTER”
- Next hit “ENTER” to select the default bind option
- Type “2” for Active Directory User Authentication and hit “ENTER”
- It should find your Active Directory environment
- Type your Active Directory root DN or press “ENTER” for default
Example: (DC=contoso,DC=com) and press “ENTER” when done.
- Select the domain controller that you want to leverage for authentication by typing the number from the list and hitting “ENTER”
- Next hit “ENTER” to take the default Active Directory port of “389” unless this has been modified from default.
- Type the sAMAccountName for your Operator Console administrator group and hit “ENTER”
- You should see an “Operator Console installation complete.” message indicating the installation is finished.
A final configuration note: If you want to modify the default timeout for the Ops Console so it will go beyond 20 mins before requiring re-login, go to the following file and update the following setting:
OPS Console Server Drive\jboss\jboss folder\server\default\deploy\OpConsoleApp-1.0.ear\OpConsoleServer-1.0.jar\settings.properties