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Remote Machine 2 - Create a BPM Node

• Task 8: Perform Required Post-Installation Tasks

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Overview

In a production environment, TIBCO recommend the use of a distributed configuration for ActiveMatrix BPM (along with a suitable underlying architecture). This configuration can provide the following advantages:

Scalability: ActiveMatrix BPM software provides specialization and horizontal scalability capabilities. You can:

— add BPM logical nodes to boost the capacity of the BPM system in the required areas - web tier, process management or work management.

— distribute BPM logical nodes to different TIBCO Host instances and physical machines as required.

See "TIBCO ActiveMatrix BPM Logical Nodes and Services" in BPM Concepts for more information about the different types of BPM logical node and their uses.

High availability and fault tolerance: ActiveMatrix BPM software provides active/active clustering capabilities. Adding a second BPM logical node (of type BPM) provides high availability and fault tolerance. In the event of a system-affecting failure on one node, load is automatically switched to the remaining node.

Figure 4 shows an example configuration for a distributed ActiveMatrix BPM system

TIBCO also recommend that the ActiveMatrix Administrator server is hosted independently from ActiveMatrix BPM, using its own set of TIBCO Host instances.

You must create the ActiveMatrix Administrator server (if it does not already exist) before you create the distributed BPM system. See Creating an

ActiveMatrix Administrator Server (Single or Replicated) for more information about how to do this.

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Figure 4 Example configuration for a distributed ActiveMatrix BPM system

For details of the associated ActiveMatrix Administrator server configuration, see Figure 2 (single server) or Figure 3 (replicated server).

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Task 1: Perform Required Pre-Installation Tasks

Perform the following pre-installation tasks:

1. Check For Any Late Breaking Information 2. Check the System Requirements

3. Create an ActiveMatrix Administrator server (if it does not already exist). See Creating an ActiveMatrix Administrator Server (Single or Replicated) for more information about how to do this

4. Configure TIBCO Enterprise Message Service 5. Configure the BPM Database Server

6. Configure the External LDAP Directory Server

7. Configure System Parameters on UNIX or Linux Platforms 8. Configure Apache Ant

9. Download Required Third-Party Software Assemblies 10.Download ActiveMatrix BPM Software

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Task 2: Remote Machine 1 - Install ActiveMatrix BPM Software

1. Log on to machine 1.

2. Run TIBCOUniversalInstaller to install ActiveMatrix BPM software. (See Installing ActiveMatrix BPM Software (TIBCO Universal Installer).)

3. In the installer wizard, make sure that you complete the following screens/fields as shown.

Screen Requirement

Installation Profile Selection

Select the Remote machine profile.

TIBCO Installation Home

Select Create a new TIBCO_HOME.

Post-Install summary Select Launch TIBCO Configuration Tool.

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Task 3: Remote Machine 1 - Create a Host Instance

1. In TIBCO Configuration Tool, choose the Create TIBCO Host Instance Wizard.

2. Make sure that you complete the following screens/fields as shown.

TIBCO Configuration Tool creates the specified TIBCO host instance (if it does not already exist), binding it to the ActiveMatrix Administrator server that manages this ActiveMatrix enterprise.

For example, in Figure 4, BPMHost1 is created on BPM_Machine1 and bound to the ActiveMatrix Administrator server.

Screen Requirement

TIBCO Host instance

Configuration: Details 1. Enter a unique Name for this TIBCO Host instance (BPMHost1 in Figure 4).

2. Enter the ActiveMatrix Enterprise Name (AMX BPM Enterprise in Figure 4).

TIBCO Host instance Configuration:

Administrator Server

1. Select Bind to Administrator server.

2. Enter the Machine Name on which the ActiveMatrix Administrator server is running.

TIBCO Host instance Configuration:

Administrator Server

Select:

Create TIBCO Host instance

Launch TIBCO Host instance

Register TIBCO Host instance to the Administrator server then click Configure.

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Task 4: Primary Machine - Create a BPM Node on Remote Machine 1

1. Log on to the primary machine (on which ActiveMatrix Administrator is running).

2. In TIBCO Configuration Tool, choose the Create TIBCO ActiveMatrix BPM Server Wizard.

3. Make sure that you complete the following screens/fields as shown.

Screen Requirement

ActiveMatrix BPM:

Database Administrator

Enter the details of the database server that will be used to host the ActiveMatrix BPM database. (See Configure the BPM Database Server.)

ActiveMatrix BPM:

Runtime Database Configuration

Enter the details of the ActiveMatrix BPM database.

ActiveMatrix BPM:

Configuration 1. Select Override BPM Configuration Folder.

2. In the Configuration Folder field, enter the location of the configuration folder on the shared file system (in which BPM properties files are to be stored). For example,

SHARED_DIR\bpm_config - see Shared File System.

ActiveMatrix BPM:

LDAP Configuration

If the LDAP server is SSL enabled, the Trust Store Location must be SHARED_DIR\keystores - see Shared File System.

ActiveMatrix BPM:

SiteMinder Configuration

1. Select Use Existing ActiveMatrix Administrator Server.

2. Specify the details of the ActiveMatrix Administrator server being used by the ActiveMatrix enterprise (AMX BPM Enterprise in Figure 4).

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ActiveMatrix BPM:

Host and Node Configuration

1. Host: Enter the name of the TIBCO Host instance on which the BPM system will be created. This must be an existing host that is bound to the specified ActiveMatrix Administrator server (BPMHost1 in Figure 4).

2. Environment Name: Enter the name of the new ActiveMatrix environment in which the BPM system will be created (BPMEnvironment in Figure 4).

3. Node Name: Enter a unique name for the ActiveMatrix node on which the BPM system will be created (BPMNode1 in Figure 4).

4. Node Management Port: Enter a unique port number.

Administrator Server Configuration:

Summary

Select Create ActiveMatrix BPM, then:

If the string [Creating Database Instance] is appended to the Create ActiveMatrix BPM action (indicating that you chose to automatically create the ActiveMatrix BPM database), click Configure.

If the string [Not Creating Database Instance] is appended to the Create ActiveMatrix BPM action (indicating that you chose to manually create the ActiveMatrix BPM database:

a. Click Save to save the configuration information gathered in the preceding screens to the specified Session Scripts and Log Folder.

b. Click Cancel to exit the Create TIBCO ActiveMatrix BPM Server wizard.

c. Get a database administrator to manually create the BPM database - see Manually Running BPM Database Creation or Upgrade Scripts.

d. Run the Create TIBCO ActiveMatrix BPM Server wizard again.

e. Click Load, then select the Session Scripts and Log Folder in which you saved the configuration information.

f. Click OK when the Loaded data model successful message is displayed.

g. Click Next repeatedly until you reach the ActiveMatrix BPM:

Runtime Database Configuration screen, then click Test

Connection (to verify that TIBCO Configuration Tool can connect to the BPM database).

h. Click Next repeatedly until you reach the Administrator Server Configuration: Summary screen, then click Configure.

Screen Requirement

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TIBCO Configuration Tool:

— creates and starts a BPM node (of type BPM Node) on the specified TIBCO host instance.

— creates the specified ActiveMatrix environment and adds the new node to it.

For example, in Figure 4:

— BPMNode1 is started on BPMHost1.

— BPMEnvironment is created to include BPMNode1.

5. Click Close to exit TIBCO Configuration Tool.

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Task 5: Remote Machine 2 - Install ActiveMatrix BPM Software

1. Log on to the second machine.

2. Run TIBCOUniversalInstaller to install ActiveMatrix BPM software. (See Installing ActiveMatrix BPM Software (TIBCO Universal Installer).)

3. Make sure that you complete the following screens/fields as shown.

Screen Requirement

Installation Profile Selection

Select the Remote machine profile.

TIBCO Installation

Home 1. Select Create a new TIBCO_HOME.

2. Enter a location that is identical to the value of TIBCO_HOME on machine 1. For example, if the location of TIBCO_HOME on machine 1 is

C:\tibco\amx-bpm, the location of

TIBCO_HOME on the second primary machine must also be C:\tibco\amx-bpm.

Post-Install summary Select Launch TIBCO Configuration Tool.

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Task 6: Remote Machine 2 - Create a Host Instance

1. In TIBCO Configuration Tool, choose the Create TIBCO Host Instance Wizard.

2. Make sure that you complete the following screens/fields as shown.

TIBCO Configuration Tool creates the specified TIBCO host instance (if it does not already exist), binding it to the ActiveMatrix Administrator server.

For example, in Figure 4, BPMHost2 is created on BPM_Machine2 and bound to the ActiveMatrix Administrator server.

Screen Requirement

TIBCO Host instance

Configuration: Details 1. Enter a unique Name for this TIBCO Host instance (BPMHost2 in Figure 4).

2. Enter the ActiveMatrix Enterprise Name (AMX BPM Enterprise in Figure 4).

TIBCO Host instance Configuration:

Administrator Server

1. Select Bind to Administrator server.

2. Enter the Machine Name on which the ActiveMatrix Administrator server is running.

TIBCO Host instance Configuration:

Administrator Server

Select:

Create TIBCO Host instance

Launch TIBCO Host instance

Register TIBCO Host instance to the Administrator server then click Configure.

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Task 7: Remote Machine 2 - Create a BPM Node

1. In TIBCO Configuration Tool, run the Configure TIBCO ActiveMatrix BPM Server Node Type Wizard.

2. Make sure that you complete the following screens/fields as shown.

Screen Requirement

ActiveMatrix BPM Node Type:

Administrator Server Configuration

Specify the details of the ActiveMatrix Administrator server.

ActiveMatrix BPM Node Type: Host and Node Configuration

1. Node Type: Select:

— BPM if you want to provide high availability and fault tolerance to the BPM system.

— BPM, Process Manager, Work Manager or Web Components, as appropriate, if you want to scale that particular component of the BPM runtime so as to boost the performance of the BPM system.

2. Node Name: Enter a unique name for the node (BPMNode2 in Figure 4).

3. Node Port: Enter a unique port number.

4. Host: Enter the name of the host that is running on this machine (BPMHost2 in Figure 4).

5. HTTP Port: Enter a unique port number.

6. Environment Name: Enter the name of the BPM environment that contains the existing BPM node (BPMEnvironment in Figure 4).

7. Override BPM Configuration Folder: Select this.

8. Configuration Folder: Enter the location of the configuration folder on the shared file system.

For example, SHARED_DIR\bpm_config - see Shared File System.

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TIBCO Configuration Tool:

— starts a BPM node of the specified type on the specified TIBCO host instance.

— adds the new node to the specified ActiveMatrix environment (creating that environment if necessary).

— distributes the BPM application to the new node.

For example, in Figure 4, BPMNode2 is started on BPMHost2. The

BPMEnvironment is extended to include BPMNode2. The BPM application is distributed to BPMNode2.

3. Close TIBCO Configuration Tool.

ActiveMatrix BPM

Node Type: Summary 1. Select Create new ActiveMatrix BPM Server Node Type.

2. Click Configure.

Screen Requirement

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Task 8: Perform Required Post-Installation Tasks

Perform the following post-installation tasks:

1. Create Any Other Required LDAP Connections to LDAP Directories (if required)

2. Configure Client Communications Through the Load Balancer 3. Configure Transaction Recovery (Oracle only)

4. Set Transaction Verification Property (SQL Server Only) 5. Edit TIBCO Hawk® Rulebase Files (optional)

6. Set up Openspace Language Use (optional)

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Chapter 6 Adding an Additional ActiveMatrix BPM