Installation roadmap: Installing the remote and data services on a server

This installation roadmap lists the high-level steps required to install the packages necessary for deploying the remote and data services on a server. These packages that make up the Rational® Publishing Engine offering are the Document Studio, Launcher, Remote services application, and Reporting Data Services Adapters.
Figure 1. Task flow for installing Rational Publishing Engine, Remote services application, and Reporting data services application. Click any area of the diagram to see more information about that task. Large images are resized to fit the topic pane. To display the image at its actual size, adjust the width of the topic pane or open the image in a new browser window.
Image map for getting started with installing and
deploying Application servers Rational License Key Server Data sources Installing IBM Rational Publishing Engine remote and data services Deploying the Remote services application Configuring users for the Remote services application on WebSphere Application Server Managing document generation jobs in the Monitor & Control component Managing assets in the Central Management component Deploying the Reporting data services application Deploying the Reporting Data Services Adapters on WebSphere Application Server Installation roadmap: Installing the client applications on your computer
Perform these tasks to install and configure Rational Publishing Engine:
Task help topic. Planning tasks
Task help topic. Preinstallation tasks
Task help topic. Installation tasks
Task help topic. Postinstallation tasks

Planning tasks

Review the installation planning information:

Tip: The planning checklist helps you track the completion of planning tasks.
  1. Verify that your system meets the minimum hardware and software requirements for installing Rational Publishing Engine.
  2. Review the installation planning information.
  3. Gather the information required to install and configure Rational Publishing Engine.
    Tip: The required information worksheet helps you gather all of the required information before you begin your installation.
  4. Review the Installation default directories and values.
  5. Review the Installation conventions for the Rational Publishing Engine documentation.
  6. Review the Help content installation options.
  7. Review the installation deployment scenarios.

Preinstallation tasks

Complete the required preinstallation tasks:

Tip: The preinstallation checklist helps you track the completion of planning and preinstallation tasks.
  1. Install and configure the Rational License Key Server.
  2. If you purchased user-based licenses for Rational Publishing Engine, set them up on your license server.
  3. Install and configure WebSphere Application Server or Apache Tomcat. If you have an application server already installed, verify that it meets the requirements.
    Warning: If you installed a WebSphere Application Server interim fix for PM44303 or a fix pack that contains PM44303, a potential security exposure exists with some versions of WebSphere Application Server. You must install a fix that is specific to your version of WebSphere Application Server and your operating system. For more information, see the Potential security exposure from IBM WebSphere Application Server impacts Rational Publishing Engine technote.
  4. Install and configure your data source applications.

Installation tasks

Complete the installation tasks:

Tip: The installation checklist helps you track the completion of installation tasks.
  1. Install the Rational Publishing Engine clients, remote services, and data services on a server.

Postinstallation tasks

Complete the postinstallation tasks:
Tip: The postinstallation checklist helps you track the completion of postinstallation tasks.
  1. Deploy the Remote services application.
    1. If you are using WebSphere Application Server 7, set the class loading policies.
    2. If you are using WebSphere Application Server 8, set the com.ibm.ws.classloader.encodeResourceURLs flag to prevent URL encoding.
  2. Configure the users on WebSphere Application Server or Apache Tomcat.
  3. If you installed it, deploy the Data Services application.
  4. If you installed them, deploy the Reporting Data Services Adapters on WebSphere Application Server or Apache Tomcat.
  5. If you installed them, configure the Reporting Data Services Adapters on WebSphere Application Server or Apache Tomcat.
  6. If necessary, configure the help content.
  7. Install the Rational Publishing Engine Document Studio and Launcher clients and add-ins on the user computers.
  8. Configure the user clients for remote publishing.
  9. Access the remote services URLs for administering the Remote services components.

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