OmniFind Edition IBM DB2 Information Integrator OmniFind Edition Installation Requirements for Enterprise Search Version 8.2 Before using this information and the product it supports, be sure to read the general information under "Notices." This document contains proprietary information of IBM. It is provided under a license agreement and Copyright law protects it. The information contained in this publication does not include any product warranties, and any statements provided in this manual should not be interpreted as such. 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Contents 1.0 About the installation requirements 1.1 Supported operating systems and required software for enterprise search 1.2 Hardware and disk space requirements for enterprise search 1.3 Supported data sources for enterprise search 2.0 Enterprise search installation prompts for Linux and AIX 3.0 Enterprise search installation prompts for Windows 4.0 Notices 4.1 Trademarks 1.0 About the installation requirements The Installation Requirements document describes supported operating system levels, prerequisite software, hardware requirements, supported data sources, and the installation program prompts for DB2(R) Information Integrator OmniFind(TM) Edition (enterprise search). DB2 Information Integrator OmniFind Edition provides a technology called enterprise search. To install the enterprise search solution, ensure that you have the correct prerequisite software. The installation program for enterprise search will help you install the prerequisite software except for operating systems and WebSphere(R) Application Server fix packs. 1.1 Supported operating systems and required software for enterprise search Before you install enterprise search, ensure that you have the supported and required hardware and software. Supported operating systems Enterprise search is supported on the following operating systems: * AIX(R) 5L and 5.2 with the August 2004 C++ Runtime for AIX PTF * Red Hat Enterprise Linux(TM) Advanced Server Version 3.0, Update 2 * SUSE Linux Enterprise Server 8, service pack 3 (United Linux 1.0 SP3) * Microsoft(R) Windows(R) 2000 Advanced Server, service pack 4 To download the AIX 5.2 PTF: 1. Go to the following Web site: www.ibm.com/software/awdtools/vacpp/support/ 2. Under download, click All updates (fixes, patches, etc.). 3. In the Additional search terms field, type AIX PTF August 2004. In the Platforms/Operating system field, select AIX. In the Download type, select -Updates. Click Go. 4. In the search results list, select the link for August 2004 C++ Runtime for AIX PTF. See the AIX documentation for instructions on installing PTFs. Required software Enterprise search requires the following software: * IBM(R) DB2 Universal Database(TM) Enterprise Server Edition, Version 8.2 * IBM DB2 Universal Database Information Center, Version 8.2 * IBM DB2 Universal Database Run-time Client, Version 8.2 (required only for a multiple server installation) * IBM WebSphere Application Server Network Deployment, Version 5.1.1, which includes the Web application server, the IBM HTTP server, and Deployment Manager; version 5.1.1 refers to version 5.1 with Fix Pack 1 Optional software To crawl data sources such as Lotus Domino databases, DB2 Content Manager databases, federated relational databases, or create custom search applications, you can install: * IBM Lotus(R) Domino(R) Server 6.0.2 for Linux and AIX or Lotus Notes 6.0.2 or later for Windows (to search Lotus Notes databases). This product is not required to install enterprise search. See the Lotus Domino Server documentation for installation instructions. * IBM DB2 Content Manager Toolkit, Version 8.2 for Linux or IBM DB2 Information Integrator for Content, Version 8.2 for Windows and AIX (to search DB2 Content Manager databases). This product is not required to install enterprise search. See the DB2 Content Manager documentation for installation instructions. * IBM DB2 Information Integrator Standard Edition, Version 8.2 (to search federated relational data sources). This product is not required to install enterprise search. See the DB2 Information Integrator documentation for installation instructions. * Java(TM) Development Kit 1.3.x or 1.4.x. (JDK 1.5 is not supported) is required to compile the Java search applications that are created with the enterprise search APIs. These JDKs are not required to install enterprise search. 1.2 Hardware and disk space requirements for enterprise search Hardware requirements depend on your operating system and your intended use for enterprise search. Hardware requirements Disk space requirements can vary depending on the number of documents and the size of documents that you want to crawl and index. These requirements assume that you build indexes continually, which means that new documents are added, removed, or updated in the index. The following list describes the minimum hardware requirements and minimum disk space requirements for a single server configuration and a multiple server configuration: Small solutions Single server configuration: * 2 or more processors: 2.0 GHz or more for Intel and AMD; 1.5 GHz or more for RISC * 4 - 6 GB of RAM (Add 1 to 2 GB of RAM for each additional active collection.) * 200 GB of disk space based on 1 000 000 documents in one or more collections with an average document size of 20 KB Medium solutions Four-server configuration: * 2 or more processors: 2.0 GHz or more for Intel and AMD; 1.5 GHz or more for RISC * 4 - 6 GB of RAM on each server * 2 TB total disk space based on 7 000 000 documents in one or more collections with an average document size of 20 KB Large solutions Four-server configuration: * 4 or more processors: 2.0 GHz or more for Intel and AMD; 1.5 GHz or more for RISC * 8 GB of RAM on each server (4 GB of RAM for Windows) * 6 TB total disk space based on 10 000 000 documents in one or more collections with an average document size of 20 KB 1.3 Supported data sources for enterprise search With enterprise search, you can gather data from many data sources. You can gather, or crawl, more data sources by installing the DB2 Content Manager script, the Lotus Notes(R) script, and DB2 Information Integrator. The following table describes the data sources, versions of the data sources, and the operating systems that the enterprise search crawlers can crawl: +-------------------+-----------------------+-------------------------+ | Data source Version Operating system | +-------------------+-----------------------+-------------------------+ | IBM DB2 Content 8.2 Linux, AIX, Windows | | Manager | +-------------------+-----------------------+-------------------------+ | IBM DB2 * DB2 Universal * Informix: Linux, | | Information Database for z/OS(R), AIX, Windows | | Integrator Version 7.1 or later * Oracle: Linux, AIX, | | federated sources * Informix(R) IDS, Windows | | Version 9 or later | | * Oracle 9i | +-------------------+-----------------------+-------------------------+ | IBM DB2 Universal 8.1 or later Linux, AIX, Windows, or | | Database Solaris | +-------------------+-----------------------+-------------------------+ | IBM Lotus Domino Release 5.0.9a or Linux, AIX, Windows, or | | Server later or Release 6.0 Solaris | | or later | +-------------------+-----------------------+-------------------------+ | Microsoft 2000 or 2003 Windows | | Exchange Server | +-------------------+-----------------------+-------------------------+ | Microsoft Windows Not applicable Windows | | file system | +-------------------+-----------------------+-------------------------+ | Network news Not applicable Not applicable | | transfer protocol | | (NNTP) | +-------------------+-----------------------+-------------------------+ | UNIX(R) file Not applicable UNIX, Linux, and AIX | | system | +-------------------+-----------------------+-------------------------+ | Venetica sources FileNet Panagon Not applicable | | Content Services, | | Version 5.3 and | | Version 5.4 and | | Documentum, Version 5 | +-------------------+-----------------------+-------------------------+ | Web (HTTP or Not applicable Not applicable | | HTTPS) | +-------------------+-----------------------+-------------------------+ 2.0 Enterprise search installation prompts for Linux and AIX Review the installation prompt information for enterprise search before you install any software. Your installation will vary depending on your current system configuration. For example, if you have some or all of the prerequisite software already installed, you will see different installation prompts than if you did not install the prerequisite software. See 1.1, "Supported operating systems and required software for enterprise search" for information about supported software. The following lists describe installation prompts that you might see during the enterprise search installation. Use the enterprise search installation program to help you install the prerequisite software and then install the enterprise search components. Installation prompts for DB2 Universal Database CD image directory for DB2 UDB installation If DB2 UDB is not already installed, provide the directory for the CD image. DB2 UDB installation directory If DB2 UDB is installed, provide the installation directory. DB2 administrator user ID Provide the user ID for the DB2 administrator. DB2 administrator group Provide the group ID for the DB2 administrator. DB2 administrator password Provide the password for the for the DB2 administrator user ID. DB2 administrator home directory Provide the home directory for the DB2 administrator. DB2 instance ID Provide the DB2 instance ID. DB2 instance group Provide the DB2 instance group ID. DB2 instance password Provide the DB2 instance password. DB2 instance home directory Provide the home directory for the DB2 instance. DB2 fenced ID and password A fenced process runs in a separate process from the database manager. Provide the ID and password for the fenced user. DB2 fenced group Provide the group ID for the fenced user. DB2 fenced home directory Provide the home directory for DB2 UDB. Installation prompts for WebSphere Application Server Network Deployment CD image directory for WebSphere Application Server If WebSphere Application Server is not already installed, provide the directory for the CD image. CD image directory for WebSphere Application Server Deployment Manager If WebSphere Application Server Deployment Manager is not already installed, provide the directory for the CD image. Installation directories for WebSphere Application Server Deployment Manager and WebSphere Application Server If the WebSphere products are already installed, provide the installation directories for the IBM HTTP server, the application server, and Deployment Manager. Security user ID and security password for WebSphere Application Server Provide the user ID and password if WebSphere Application Server is already installed and WebSphere security is enabled. Installation prompts for DB2 UDB Run-time Client These prompts appear only when you choose to install enterprise search on multiple servers. You do not install the DB2 Universal Database Run-time Client for a single server installation. DB2 UDB Run-time Client installation image If the DB2 UDB Run-time Client is not already installed, provide the directory for the CD image. DB2 UDB Run-time Client user name Provide the user name for the DB2 UDB Run-time Client. DB2 UDB Run-time Client group name Provide the group name for the DB2 UDB Run-time Client. DB2 UDB Run-time Client password Provide the password for the DB2 UDB Run-time Client user name. DB2 UDB Run-time Client home directory Provide the home directory for the DB2 UDB Run-time Client. Installation prompts for enterprise search Single server installation or multiple server installation Select whether you will install enterprise search and its prerequisite software on one server or on four, distributed servers. Enterprise search server component For a multiple server installation, select which enterprise search component that you want to install. You should install the enterprise search components in the following order: 1. Crawler server 2. Search servers (two) 3. Index server You will need to record the information that you specify when you install the crawler server and the search servers so that you can provide that information when you install the index server. License agreement Accept or decline the license agreement. If you decline it, the installation program will stop. Enterprise search administrator ID and password Provide an administrator user ID and password. This user ID and password must be the same on all enterprise search servers in a multiple server configuration. Select the check box Create a user to create a user that does not currently exist on the system. Do not select this check box if you are using an existing user ID and password. Installation directory Provide the installation directory for enterprise search. The installation directory stores files that do not usually change. The enterprise search documentation uses ES_INSTALL_ROOT to refer to the enterprise search installation directory. Important: For a multiple server installation, this directory must be the same on all four servers. Data directory Provide the data directory for enterprise search. The data directory stores files from the crawlers, the parser, the index, and other files that are regularly updated. The enterprise search documentation uses ES_NODE_ROOT to refer to the enterprise search data directory. Host name and port for this computer Provide the host name and port for the computer on which you are installing enterprise search. This port is used for internal enterprise search communication. Languages Select one or more languages for this installation. English is installed in addition to the language that you select. If language files for the selected language are not available for the product or the documentation or both, the system defaults to English. DB2 UDB information Provide the following information: * DB2 database name: The default database name is fountain. This is the database that is used by the enterprise search crawlers. * DB2 instance name: The default instance name is db2inst1. This is the instance for the DB2 database that is used by the enterprise search crawlers. * Table space path: The table space is where the DB2 database that is used by enterprise search is stored. The table space directory should be on a partition or file system that can store a large amount of data. Install WebSphere Application Server Network Deployment or use an existing version If you choose to use an existing version of WebSphere Application Server Network Deployment, ensure that it is version 5.1. If you installed WebSphere Application Server Network Deployment, Version 5.1, which includes WebSphere Application Server, the HTTP server, and Deployment Manager, download and install Fix Pack 1 for the base and ND. If you allow the enterprise search installation program to install WebSphere Application Server Network Deployment and its components, you install Fix Pack 1 after the enterprise search installation. If you already installed the WebSphere products, you can install the fix packs. Node name for the WebSphere Application Server instance and host name for WebSphere Application Server The node name, which is typically the short host name, is used for administration, and it must be unique within its group of nodes (cells). For example, if the host name is mynode.mysite.us.ibm.com, type mynode for the short name. Also, provide the host name for this installation of WebSphere Application Server. Use the fully qualified DNS name. For example, type mynode.mysite.us.ibm.com. DB2 UDB server information for the crawler server for a multiple server installation Provide the following information that is used on the index server to catalog the database that is on the crawler server: * Port: The port on the DB2 UDB computer that DB2 UDB uses to communicate with remote clients. * Database name on the crawler server: The instance for the DB2 database that is used by the enterprise search crawlers. The default database name is fountain. * Database alias: A local alias name for the DB2 database. The default database alias name is fountain. * Node name: The name used by the remote client when cataloging the database. * Instance name: The DB2 instance name. The default instance name is db2inst1. Index server installation for a multiple server installation When you install the index server, you must provide the following information about the other enterprise search servers: * The host name and port for the crawler server * The data directory for the crawler server * The host names and ports for each search server * The data directory for each search server Launch First Steps Select this check box if you want to start the First Steps program. From the First Steps program, you can verify your installation, start the enterprise search system, start the administration console, or review the documentation. 3.0 Enterprise search installation prompts for Windows Review the installation prompt information for enterprise search before you install any software. The installation prompts will vary depending on your current system configuration. For example, if you have some or all of the prerequisite software already installed, you will see different installation prompts than if you did not install the prerequisite software. See 1.1, "Supported operating systems and required software for enterprise search" for information about supported software. The following lists describe installation prompts that you might see during the enterprise search installation. Use the enterprise search installation program to help you install the prerequisite software and then install the enterprise search components. Installation prompts for DB2 Universal Database CD image directory for DB2 UDB installation If DB2 UDB is not already installed, provide the directory for the CD image. DB2 UDB installation directory If DB2 UDB is installed, provide the installation directory. DB2 administrator user ID and password Provide the DB2 administrator ID that has full authorities and privileges for DB2 UDB. Installation prompts for WebSphere Application Server Network Deployment CD image directory for WebSphere Application Server If WebSphere Application Server is not already installed, provide the directory for the CD image. CD image directory for WebSphere Application Server Deployment Manager If WebSphere Application Server Deployment Manager is not already installed, provide the directory for the CD image. Installation directories for WebSphere Application Server Deployment Manager and WebSphere Application Server If the WebSphere products are already installed, provide the installation directories for the IBM HTTP server, the application server, and Deployment Manager. Setting up the IBM HTTP server as a Windows service You can choose to run the IBM HTTP server as a Windows service. Setting up WebSphere Application Server as a Windows service You can choose to run WebSphere Application Server as a Windows service. Windows service user ID and password for WebSphere Application Server Provide the ID and password for the WebSphere Application Server Windows service. Setting up WebSphere Application Server Network Deployment as a Windows service You can choose to run WebSphere Application Server Network Deployment as a background service. Windows service user ID and password for WebSphere Application Server Network Deployment Provide the Windows service user ID and password for the WebSphere Application Server Network Deployment. Security user ID and security password for WebSphere Application Server Provide the user ID and password if WebSphere Application Server is already installed and WebSphere security is enabled. Installation prompts for DB2 UDB Run-time Client These prompts appear only when you choose to install enterprise search on multiple servers. You do not install the DB2 Universal Database Run-time Client for a single server installation. DB2 UDB Run-time Client installation CD image directory If the DB2 UDB Run-time Client is not already installed, provide the directory for the CD image. DB2 UDB Run-time Client user name Provide the user name for the DB2 UDB Run-time Client. DB2 UDB Run-time Client password Provide the password for the DB2 UDB Run-time Client user name. Installation prompts for enterprise search Single server installation or multiple server installation Select whether you will install enterprise search and its prerequisite software on one server or on four, distributed servers. Enterprise search server component For a multiple server installation, select which enterprise search component that you want to install. You should install these components in the following order: crawler server, search server (two servers), and index server. You will need to record the information that you specify when you install the crawler server and the search servers so that you can provide that information when you install the index server. License agreement Accept or decline the license agreement. If you decline it, the installation program will stop. Enterprise search administrator ID and password Provide an administrator user ID and password. This user ID and password must be the same on all enterprise search servers in a multiple server configuration. Select the check box Create a user to create a user that does not currently exist on the system. Do not select this check box if you are using an existing user ID and password. Installation directory Provide the installation directory for enterprise search. The installation directory stores files that do not usually change. The enterprise search documentation uses ES_INSTALL_ROOT to refer to the enterprise search installation directory. Important: For a multiple server installation, this directory must be the same on all four servers. Data directory Provide the data directory for enterprise search. The data directory stores files from the crawlers, the parser, the index, and other files that are regularly updated. The enterprise search documentation uses ES_NODE_ROOT to refer to the enterprise search data directory. Host name and port for this computer Provide the host name and port for the computer on which you are installing enterprise search. This port is used for internal enterprise search communication. Languages Select one or more languages for this installation. English is installed in addition to the language that you select. If language files for the selected language are not available for the product or the documentation or both, the system defaults to English. DB2 UDB information Provide the following information: * DB2 database name: The default database name is fountain. This is the database that is used by the enterprise search crawlers. * DB2 instance name: The default instance name is db2. This is the instance for the DB2 database that is used by the enterprise search crawlers. * Table space path: The table space is where the DB2 database that is used by enterprise search is stored. The table space directory should be on a partition or file system that can store a large amount of data. Install WebSphere Application Server or use an existing version If you choose to use an existing version of WebSphere Application Server Network Deployment, ensure that it is version 5.1. If you installed WebSphere Application Server Network Deployment, Version 5.1, which includes WebSphere Application Server, the HTTP server, and Deployment Manager, download and install Fix Pack 1 for the base and ND. If you allow the enterprise search installation program to install WebSphere Application Server Network Deployment and its components, you install Fix Pack 1 after the enterprise search installation. If you already installed the WebSphere products, you can install the fix packs. Node name for the WebSphere Application Server instance and host name for WebSphere Application Server The node name, which is typically the short host name, is used for administration, and it must be unique within its group of nodes (cells). For example, if the host name is mynode.mysite.us.ibm.com, type mynode for the short name. Also, provide the host name for this installation of WebSphere Application Server. Use the fully qualified DNS name or short DNS name. For example, type mynode.mysite.us.ibm.com. DB2 UDB server information for the crawler server for a multiple server installation Provide the following information that is used on the index server to catalog the database that is on the crawler server: * Port: The port on the DB2 UDB computer that DB2 UDB uses to communicate with remote clients. * Database name on the crawler server: The instance for the DB2 database that is used by the enterprise search crawlers. The default database name is fountain. * Database alias: A local alias name for the DB2 database. The default database alias name is fountain. * Node name: The name used by the remote client when cataloging the database. * Instance name: The DB2 instance name. The default instance name is db2. Index server installation for a multiple server installation When you install the index server, you must provide the following information about the other enterprise search servers: * The host name and port for the crawler server * The data directory for the crawler server * The host names and ports for each search server * The data directory for each search server Restart now After you install the enterprise search components, you can allow the installation program to restart your system. For a multiple server installation, you must restart each enterprise search server. After the system is restarted, the First Steps program will start. Launch First Steps Select this check box if you want to start the First Steps program. From the First Steps program, you can verify your installation, start the enterprise search system, start the administration console, or review the documentation. 4.0 Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in all countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY 10504-1785 U.S.A. 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This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious, and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs, in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. Each copy or any portion of these sample programs or any derivative work must include a copyright notice as follows: Outside In ((R)) Viewer Technology, (C) 1992-2004 Stellent, Chicago, IL., Inc. All Rights Reserved. IBM XSLT Processor Licensed Materials - Property of IBM (C) Copyright IBM Corp., 1999-2004. All Rights Reserved. 4.1 Trademarks This topic lists IBM trademarks and certain non-IBM trademarks. The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both: IBM AIX AIX 5L DB2 DB2 Universal Database Domino Informix Lotus Lotus Notes Notes OmniFind WebSphere xSeries z/OS The following terms are trademarks or registered trademarks of other companies: Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. 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