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IBM® InfoSphere™ MDM Server

Best PracticesInfoSphere MDM Server Installation:

WebSphere Application Server Network Deployment for AIX and DB2

for Linux, UNIX and Windows

Dennis ShiManaging Consultant, MDM Lab Services

IBM

InfoSphere MDM Server Installation: WebSphere Application Server Network Deployment for AIX and DB2 for Linux, UNIX and Windows

InfoSphere MDM Server Installation: WebSphere Application Server Network Deployment for AIX and DB2 for Linux, UNIX and Windows.... 1

Executive summary .............................................................................................. 4

InfoSphere MDM Server environment .............................................................. 5

AIX server system environment ................................................................... 5

Database server environment ....................................................................... 6

WebSphere Application Server ..................................................................... 7

Java runtime environment ............................................................................. 9

MQ Server/Client ............................................................................................ 9

Preinstallation activity ....................................................................................... 10

Download the required software package ................................................ 10

Set environment variables in the .profile file ............................................ 10

InfoSphere MDM Server environment ............................................................ 11

MDM database .............................................................................................. 11

WebSphere Application Servers ................................................................ 11

MDM client applications ............................................................................. 12

InfoSphere MDM Server infrastructure .......................................................... 12

Local deployment or remote deployment ................................................. 12

Prepare the InfoSphere MDM Server database ........................................ 13

WebSphere Application Server security .................................................... 13

Clustered or non-clustered installation ..................................................... 14

Prepare MQ messaging objects ................................................................... 14

Single or multiple Java virtual machines for InfoSphere MDM Server 14

InfoSphere MDM Server installation ............................................................... 15

Create deployment manager and application server profiles ................ 15

Prepare the WebSphere Application Server cell for InfoSphere MDM Server .............................................................................................................. 15

Create the DB2 database for InfoSphere MDM Server ............................ 16

Install InfoSphere MDM Server by using the installer wizard .............. 17 InfoSphere MDM Server installation logs ...................................................................................................... 19


Verify the InfoSphere MDM Server installation ...................................... 19

Install InfoSphere MDM Server by using the response properties file . 27

InfoSphere MDM Server configuration management ................................... 27

Uninstalling InfoSphere MDM Server ............................................................. 31

Additional InfoSphere MDM Server information ......................................... 31

Best Practices....................................................................................................... 32

Best Practices....................................................................................................... 32

Further reading ................................................................................................... 32

Contributors ................................................................................................... 33

Notices.................................................................................................................. 34

Notices.................................................................................................................. 34

Trademarks....................................................................................................36


Executive summaryThis document provides some best practices for installing IBM® InfoSphere™ MDM Server, Version 9.0. Information that is specific to a particular version or release is noted as such.

The intended audiences for this information are IBM WebSphere® Application Server administrators, WebSphere MQ administrators, database administrators, and InfoSphere MDM Server application owners. The practices described are intended to be used as guidelines, because it is not possible to cover all the conditions that might arise during an installation. This document is not intended to replace any InfoSphere MDM Server product documentation, but rather supplements it.

Installation information for WebSphere Application Server, IBM DB2® Server/Client, and WebSphere MQ is not included in this document.

Note: All InfoSphere MDM Server installations must meet the installation prerequisites before they go into production. Contact the InfoSphere MDM Server team for any clarifications.


InfoSphere MDM Server environmentIBM InfoSphere MDM Server is available on most common operating systems, including IBM AIX®, Solaris, Linux, HP-UX, and Linux for System z®. It supports IBM WebSphere Application Server and Oracle WebLogic Server. The InfoSphere MDM Server database can be on IBM DB2 for Linux, UNIX and Windows; DB2 on z/OS®; or on an Oracle database. Although these platforms and different software stacks share the same processes of InfoSphere MDM Server installation, this document covers only the IBM blue stack, which comprises AIX, WebSphere Application Server, and DB2 for Linux, UNIX and Windows.

AIX server system environmentInfoSphere MDM Server is certified on the AIX operating system. Before you install InfoSphere MDM Server, review the installation documentation and make sure that your server meets the requirements, including operating system level, CPU and memory configuration, disk space, and so on.

The recommended minimum system configuration for InfoSphere MDM Server, Version 9.0, is:

• AIX Version 6.1 TL 02

• IBM POWER5™ pSeries® p510 or later with two CPUs

• RAM: 8 GB

Typically, you need to plan for the server local disk space in three categories:

/tmp directory. In addition to your enterprise standard image build for AIX server, make sure that the /tmp directory has a minimum of 2 GB available space before you run the InfoSphere MDM Server installer. If the /tmp directory runs out of space, your system will hang and you will not be able to log in to the server.

WebSphere Application Server run time and the application logs. After you install InfoSphere MDM Server, all MDM EAR files are deployed into the WebSphere Application Server run time. Although these files typically do not occupy lots of disk space, the application logs, together with WebSphere Application Server system logs, require sufficient space. You can specify dedicated log files for InfoSphere MDM Server by updating either Java virtual machine variables or InfoSphere MDM Server properties.

The InfoSphere MDM Server home directory. This directory contains MDM assets and can be used for the batch processor data staging area. After InfoSphere MDM Server installation, this directory contains several Java client applications including MDMServer, Installation Verification Tool (IVT), Batch Processor, ManagementAgent, ManagementConsole, eventManagerClient, and so on. We recommend having 10 GB space in this directory, but you should add more space if you plan to hold lots of test or


development data there. The Batch Processor is a very good tool for performing the initial load and obtaining a baseline for system performance.

Make sure that the network environment for AIX is set up correctly. Confirm that the host name and DNS entry are correct and that you can ping the servers.

Refer to the following command and utilities examples for checking the system:

[wasadmin@mdmserver]/home/wasadmin> uname -x

[wasadmin@mdmserver]/home/wasadmin> oslevel -s

[wasadmin@mdmserver]/home/wasadmin> df –g

Make sure that the /tmp directory, WebSphere Application Server run time, and InfoSphere MDM Server file system have enough space.

[wasadmin@mdmserver]> prtconf /lsconf

Guideline:

Install the InfoSphere MDM database server separately from WebSphere Application Server. Refer to InfoSphere MDM Server sizing and performance best practices for more details.

Database server environmentThe InfoSphere MDM Server operation database can be DB2 for Linux, UNIX and Windows, DB2 on z/OS or an Oracle database. Make sure that your database version is supported on the InfoSphere MDM Server support matrix. The following versions of DB2 for Linux, UNIX and Windows are supported for InfoSphere MDM Server, Version 9.0:

• DB2 Universal Database™ (UDB) ESE, Version 9.5, Fix Pack 4

• DB2 Universal Database (UDB) ESE , Version 9.7

You can install the InfoSphere MDM Server application on the same server with the InfoSphere MDM Server database, but for better performance and for infrastructure architecture design, install the InfoSphere MDM Server database separately from the InfoSphere MDM Server application server. When you prepare the InfoSphere MDM Server database environment, you should prepare both the database server and the client. Together with the right IDs, configurations, and permissions, all these are prerequisites for InfoSphere MDM Server installation.

Although InfoSphere MDM Server uses only a JDBC Type 4 driver to connect to a backend database, a legacy Type 2 JDBC driver is also required for installation. It also provides tools and command line utilities for checking the database content during installation and for troubleshooting.


Before you run the InfoSphere MDM Server installer, create the DB2 client instance, catalog the backend InfoSphere MDM Server database, and then test the connection to make sure that you can connect to the InfoSphere MDM Server database. If your database is on z/OS, you have to install or leverage a DB2 connect or gateway. Refer to the DB2 on z/OS documentation for more often about how to connect to the DB2 subsystem on z/OS.

It is recommended that you set up the InfoSphere MDM Server database code page as UTF-8 (1208) because MDM Java code was tested and certified in a UTF-8 environment. It is required if you have multi-byte character language support, but it is also recommended for any pure single-byte character language. This is also true on the DB2 client side; you can specify the DB2CODEPAGE variable in your DB2 client environment so that your installation will load MDM code table values to the database without any code page conversion error.

Now let’s talk about two types of user IDs for the InfoSphere MDM Server database connection: The first type is a user identity with permissions to create database objects (schemas, users, tables, indexes, constraints, triggers, and so on) and to grant privileges to other users. This is referred to as the database admin user identity.

The second type of user identity has permissions to select, insert, update, and delete. This identity is used by the InfoSphere MDM Server application and is referred to as the database application user identity.

During installation, use a database administrator user identity as the connection ID and also use this user identity as the database schema owner for a distributed environment (Linux, UNIX, and Windows). You can convert this administrator user identity to a normal database operation user identity after the initial installation.

Example commands/utilities for checking the DB2 database:

[wasadmin@mdmserver]/home/wasadmin> db2level

[wasadmin@mdmserver]/home/wasadmin> db2set

[wasadmin@mdmserver]/home/wasadmin> db2 list node directory

[wasadmin@mdmserver]/home/wasadmin> db2 list db directory

WebSphere Application ServerInfoSphere MDM Server supports both the WebSphere Application Server Base and Network Deployment editions. We suggest using WebSphere Application Server Network Deployment because it provides high availability and scalability. InfoSphere MDM Server also includes several EJB and web applications. We recommend creating different Java virtual machines for each of them for flexibility, problem separation, and better maintenance capability.


WebSphere Application Server installation is a prerequisite for InfoSphere MDM Server. Prepare a clean, empty WebSphere Application Server cell for InfoSphere MDM Server and make sure that all profiles in the registry are valid.

Use the wasadmin user identity (WebSphere Application Server administrator user identity) to install InfoSphere MDM Server. In some cases, you can run the installer with a wasadmin group member ID, but you have to be very careful. The InfoSphere MDM Server installer creates all Java virtual machines for MDM, defines all the resources needed, prepares and rebuilds all MDM EAR files on the fly to reflect your particular WebSphere Application Server environment, deploys applications, and finally tests the application. If you run the installer as a non-wasadmin user identity, even your ID is part of wasadmin group. Sometimes it cannot retrieve the profiles configuration and cannot modify some WebSphere Application Server cell configuration files and log files.

The InfoSphere MDM Server installer installs InfoSphere MDM Server web applications into a web container by default, so an external web server is not required for the installation. You can add IBM HTTP Server or any other supported web server any time after the initial InfoSphere MDM Server installation.

Installing InfoSphere MDM Server into a non-secured WebSphere Application Server cell might be suitable for a development or test environment when you want to set up InfoSphere MDM Server quickly because of project schedules and you want to remove any security glitches before you become familiar with the product. For a production environment, you should use WebSphere Application Server security to protect the application and configure security before installing InfoSphere MDM Server. Although you can configure InfoSphere MDM Server and WebSphere Application Server security after installation, this approach is error-prone and not recommended. We suggest that you set up the WebSphere Application Server user registry as designed and prepare MDM application user ID and groups in the user registry before you install InfoSphere MDM Server for a production environment.

Example commands/utilities for checking WebSphere Application Server:

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin> ./versionInfo.sh

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin> ./wasprofile.sh -listProfiles

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin> ./wasprofile.sh -validateRegistry

The wasprofile.sh script has been deprecated and replaced by the manageprofiles.sh script.

All the profiles in the registry are valid.

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin


Java runtime environmentSome AIX operating system environments have pre-installed IBM Java runtime environment or other third-party Java run time that is not provided by WebSphere Application Server. For InfoSphere MDM Server installation and ongoing maintenance, make sure that you have the correct Java runtime environment version, which is provided with WebSphere Application Server: $WAS_HOME/java/bin/java

Example commands and utilities to check the Java runtime environment version:

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin> java -fullversion

[wasadmin@mdmserver]/opt/IBM/WebSphere/AppServer/bin> which java

/opt/IBM/WebSphere/AppServer/java/bin/java

MQ Server/ClientInfoSphere MDM Server supports these messaging providers: WebSphere Application Server Default Messaging Provider and external WebSphere MQ Messaging Provider. If you choose WebSphere MQ Messaging Provider, you have to install either MQ Server or MQ Client.

WebSphere MQ Client is required if MQ Server is on a remote computer. If you have a local MQ server for InfoSphere MDM Server and plan to use the InfoSphere MDM Server installer to create MQ objects during installation, then the user identity used to install InfoSphere MDM Server should have WebSphere Application Server and WebSphere MQ execution permission; that is, you have to add the installer ID to the MQM administration group.

If MQ is managed by another team in your organization and you cannot prepare MQ objects for InfoSphere MDM Server, the MQ administrator should create all MDM application-defined objects, plus the publish/subscribe system queues, because InfoSphere MDM Server also utilizes publish/subscribe functionality from WebSphere MQ.

These are the high-level steps for preparing the MQ environment for InfoSphere MDM Server:

1. Create MDM Queue Manager: <QM>

2. Start the Queue Manager: <QM>

3. Create queues for InfoSphere MDM Server Queue Manager <QM>

4. Create system queues for pub/sub against MDM Queue Manager: <QM>


5. Grant Generic +all to user <MDMMQ> on all MDM application queues, SYSTEM.JMS.* queues and SYSTEM.BROKER.* objects. <MDMMQ> is the user ID used to connect to <QM>.

6. Start the Broker for the Queue Manager: <QM> run strmqbrk –m <QM> or alter the <QM> PSMODE attribute if you have WebSphere MQ, Version 7.

7. Start the Listener for the Queue Manager: <QM>

By default, the InfoSphere MDM Server installer always configures the MQ connection mode as client instead of binding, even if MQ Server is on local server. You can change it to binding from the WebSphere Application Server administrative console after installation.

Example commands/utilities for checking the MQ environment:

[wasadmin@mdmserver]/home/wasadmin> dspmqver

[wasadmin@mdmserver]/home/wasadmin> dspmq

Preinstallation activity

Download the required software packageYou download InfoSphere MDM Server software along with bundled middleware software from the IBM Passport Advantage® web site. The first time you log in to this site, you will be prompted for an associated email account for the InfoSphere MDM Server product. Download all your entitled software and upload to the correct server.

Primary software packages used for InfoSphere MDM Server installation include: IBM InfoSphere Master Data Management Server, V9.0.0, for WebSphere Application Server for Solaris Multilingual CZ8X9ML.tar.gz.

Set environment variables in the .profile fileWe recommend that you install InfoSphere MDM Server as wasadmin (WebSphere Application Server administrator user identity). If the wasadmin user identity is shared in your organization, you can prepare a Korn shell script that contains the same information as shown in the following example (.profile), and then run it for the login session. The key points here are to set up WAS_HOME, JAVA_HOME, source DB2 instance home, and add the MQ execution path.

This example shows how to set the .profile variables for the wasadmin user identity. AIX is set up to use the Korn shell script by default. You might need to change the script if you have another login shell.

…[wasadmin@mdmserver] /home/wasadmin> cat .profile#!/bin/ksh


PATH=/usr/bin:/etc:/usr/sbin:/usr/ucb:$HOME/bin:/usr/bin/X11:/sbin:/usr/mqm/bin:.export PATHexport host_name=$(hostname -s)if [ -s "$MAIL" ] # This is at Shell startup. In normalthen echo "$MAILMSG" # operation, the Shell checksfi # periodically.# The following three lines have been added by UDB DB2.if [ -f /home/db2inst1/sqllib/db2profile ]; then . /home/db2inst1/sqllib/db2profilefiWAS_HOME=/opt/IBM/WebSphere/AppServerJAVA_HOME=$WAS_HOME/javaPATH=$WAS_HOME/bin:$JAVA_HOME/bin:$PATHexport WAS_HOME JAVA_HOME PATH…

InfoSphere MDM Server environmentA typical InfoSphere MDM Server environment includes the following components (the URLs are provided only as examples):

MDM databaseDatabase server host name: mdmdb.demo.com

MDM database: MDMDB

Schema for MDM database: mdmuser

Schema for ConfigurationAndMgt: mdmuser

WebSphere Application Servers WebSphere Application Server administrative console URL: http://mdmserver.demo.com:9060/ibm/console

Deployment manager profile name: Dmgr01

Application profile name: AppSrv01

MDM application server name: MDM900_Server

MDM application name: MDM-App

MDM ConfigurationAndMgt port: 9999

BusinessAdmin application server name: AdminUI_Server

BusinessAdmin application name: BA-App


BusinessAdmin URL: http://mdmserver.demo.com:9082/CustomerBusinessAdminWeb/faces/login.jsp

DataStewardship application server name: DataStewardUI_Server

DataStewardship application name: DS-App

DataStewardship URL: http://mdmserver.demo.com:9083/CustomerDataStewardshipWeb/faces/login.jsp

Product application server name: ProductUI_Server

Product application name: PUI-App

Product URL: http://mdmserver.demo.com:9084/ProductWeb/faces/login.jsp

MDM client applications• Installation Verification Tool

• MDM batch processor

• MDM event manager client

• MDM management agent and console

• Other client applications

InfoSphere MDM Server infrastructureLike any other enterprise application, the infrastructure architecture drives the installation strategy; different topologies might require completely different installation methods. The most suitable method is one that meets your IT and business needs. We would like to highlight the following main infrastructure decisions for InfoSphere MDM Server installation. For more information, the InfoSphere MDM Server Installation Guide provides detailed scenarios.

Local deployment or remote deploymentMost likely you would have WebSphere Application Server deployment manager running on the same computer as your InfoSphere MDM Server application node with other MDM client components. This is a local deployment scenario. But if you want to separate your WebSphere Application Server deployment manager for the cell, or you simply want to leverage your existing WebSphere Application Server deployment manager, make sure that the SOAP connection from your application node to the deployment manager is working and that the whole cell was synchronized. Install the same WebSphere Application Server version and fix pack on all nodes. It is

http://mdmserver.demo.com:9084/ProductWeb


recommended that all WebSphere Application Server profiles be installed into identical paths.

Prepare the InfoSphere MDM Server databaseThe InfoSphere MDM Server installer creates all database objects including tables, indexes, triggers, and so on, and loads MDM metadata (code table values) into the database. This is a straightforward way to set up the InfoSphere MDM Server repository and the InfoSphere MDM Server application for your development and test environment. But when you prepare your InfoSphere MDM Server production environment, you might want to create the database manually with your detailed database design and database access patterns. You might also have a hot table list, which would give you the flexibility to control how to allocate each table and each index into which table space. In this scenario, to create the database manually, unselect “InfoSphere MDM Server database” and “Configuration Repository” from the installation option menu. It is then up to you to create all InfoSphere MDM Server database objects and load all MDM code table values into the database. Refer to the InfoSphere MDM Server Installation Guide for information about setting up databases.

The InfoSphere MDM Server Configuration and Management component contains several tables that are important for installation. They contain InfoSphere MDM Server deployment and initial configuration information; these tables can be in a different database schema or even in a different database. Normally, we would like to have all database objects under one schema, but you do have the choice.

Guideline:

For a production environment, if you know your MDM data module and understand your transaction patterns, prepare the InfoSphere MDM Server database manually for better database layout and performance.

WebSphere Application Server securityAs we discussed in the previous section, if you want your InfoSphere MDM Server instance to be secure, turn on WebSphere Application Server global security before you install InfoSphere MDM Server. You need to make sure that you have done the following steps and verified them.

First, you need to hook up WebSphere Application Server with your selected user registry. Typically this is your enterprise LDAP server or Active Directory. WebSphere Application Server and LDAP integration was tested and worked, which means you have configured and verified the configuration such as binding user, base distinguished name (DN), and bind distinguished name (DN). In addition, you also need to prepare several MDM application user identities before you install InfoSphere MDM Server into a secure WebSphere Application Server cell. These application user identities include MDM backend services provider and services consumers. MDM services consumers can be multiple user identities for MDM backend entry point user authentication and for each web application client user authentication.


Second, InfoSphere MDM Server implements roles-based authorization. Make sure that your LDAP directory implements roles and has filters and Group member ID map set up correctly in the WebSphere Application Server administrative console.

Remember, when you turn on WebSphere Application Server global security, turn on both WebSphere Application Server administrator security and application security. Do not select Java 2 security because InfoSphere MDM Server does not support it. Turning on WebSphere Application Server Java 2 Security might block MDM Configuration Management MBean and fail to deploy the applications.

Clustered or non-clustered installationThere are two different ways to install InfoSphere MDM Server onto a WebSphere Application Server cluster. You can predefine the InfoSphere MDM Server clusters, and then install InfoSphere MDM Server applications into the clusters. For example, you can create MDM900_cluster, AdminUI_cluster and DataStewardUI_cluster first, start these clusters, and then run the InfoSphere MDM Server installer. During the installation, you choose the install application into cluster option and select the cluster name from the drop-down menu. You also can install InfoSphere MDM Server onto a stand-alone server, and then convert it into the cluster. Refer to the “InfoSphere MDM Server High Availability and Scalability” best practice document for more details.

Prepare MQ messaging objectsFor the InfoSphere MDM Server messaging provider, keep these options in mind: WebSphere Application Server embedded messaging server, Local WebSphere MQ Server, and remote WebSphere MQ Server. If you have a local MQ server, you can utilize the InfoSphere MDM Server installer to create all these MQ objects for you. If your MQ Server is on another server, you have to manually create them before or after the InfoSphere MDM Server installation. Either way, the InfoSphere MDM Server installer defines all resources required for the InfoSphere MDM Server within WebSphere Application Server.

If you do not (or your MQ team does not allow you to) create messaging objects for MDM Server, even if you have a local MQ Server, you need to unselect the “InfoSphere MDM Server messaging component ” option from the installation option menu. If you want the installer to create them for you, you need to add the installer user ID (typically the WebSphere Application Server administrator user ID) into mqm group (MQ administration group).

Single or multiple Java virtual machines for InfoSphere MDM ServerAlthough you can install all InfoSphere MDM Server components into one Java virtual machine, we recommend that you install the InfoSphere MDM Server EJB main component into its own Java virtual machine and web applications into their own Java virtual machines.


InfoSphere MDM Server installationIn general, InfoSphere MDM Server installation includes the following main tasks:

1. Create WebSphere Application Server profiles.

2. Install database server components.

3. Install configuration and management components.

4. Install messaging server components.

5. Install application server components.

6. Verify the installation.

For detailed instructions, refer to the InfoSphere MDM Server Installation Guide.

Create deployment manager and application server profilesYou can use the WebSphere Application Server utility $WAS_HOME/bin/manageprofile.sh with a template response file and silent option to create WebSphere deployment manager and application server profiles.

If you want to customize the TCP port that is used by each profile, you must modify the template response file before you run manageprofile.sh. You can also change all these ports for individual application servers and profiles them from the WebSphere Application Server administrative console.

WebSphere Application Server software must be installed and the deployment manager and node agent profiles must be created before the InfoSphere MDM Server installer is run. In a non-clustered environment, you do not have to create any application servers before you run the installer. The application servers, one for InfoSphere MDM Server and three for UI applications, can be created during the InfoSphere MDM Server installation.

Prepare the WebSphere Application Server cell for InfoSphere MDM ServerBefore you run the InfoSphere MDM Server installer, you need to set up WebSphere environment variables from the WebSphere Application Server administrative console:

Select Environment -> WebSphere Variables. Scope to Node, and then add the value DB2 instance home (/home/db2inst1) to DB2_JDBC_DRIVER_PATH.


Guideline:

When you create a WebSphere Application Server cell for InfoSphere MDM Server, create a deployment manager profile and custom profiles. If you have an application server profile with server1 created and default application installed, uninstall the default application and remove server1. Make sure the cell is clean and no JDBC, JMS, and J2C resources have been created in the cell.

Create the DB2 database for InfoSphere MDM ServerNote: Detailed instructions are included in the InfoSphere MDM Server Installation Guide, which is provided with the InfoSphere MDM Server product distribution file.

The following is the script used to create MDM database for development environment.-- ---------------------------------------------------- {COPYRIGHT-TOP} ------- Licensed Materials - Property of IBM-- "Restricted Materials of IBM"---- 5724-S78--;-- (C) Copyright IBM Corp. 2008 All Rights Reserved.---- US Government Users Restricted Rights - Use, duplication, or-- disclosure restricted by GSA ADP Schedule Contract with IBM Corp.-- ---------------------------------------------------- {COPYRIGHT-END} ------- Please Replace the following tags with their appropriate values ---- <DBNAME> : The name of the DB2 Database to create ---- <DBUSER> : The Customer DB user that will own the schema-- <TERRITORY> : Territory name-- <TABLE_SPACE> : The tablespace name for user tables-- <INDEX_SPACE> : The tablespace name for user indexes-- <LONG_SPACE>: The tablespace name for CLOB/XML columns-- <TMP_SPACE> : The temporary tablespace nameDROP DB MDMDB;CREATE DB MDMDB AUTOMATIC STORAGE YES ON '/db2/mdm/data01', '/db2/mdm/data02' DBPATH ON '/db2/mdm/data01' USING CODESET UTF-8 TERRITORY US COLLATE USING UCA400_NO;-- in real customer environments, the following style is suggested-- CREATE DB <DBNAME> AUTOMATIC STORAGE YES ON /<DATAPATH1> DBPATH ON /HOME/<DBUSER> -- USING CODESET UTF-8 TERRITORY <TERRITORY> COLLATE USING UCA400_NO;

UPDATE DB CONFIG FOR MDMDB USING APP_CTL_HEAP_SZ 144;UPDATE DB CONFIG FOR MDMDB USING APPLHEAPSZ 768; UPDATE DB CONFIG FOR MDMDB USING LOGPRIMARY 10; UPDATE DB CONFIG FOR MDMDB USING LOGSECOND 2;UPDATE DB CONFIG FOR MDMDB USING LOGFILSIZ 1000;CONNECT TO MDMDB;CREATE BUFFERPOOL "BUF_MDM" SIZE 20000 AUTOMATIC PAGESIZE 8K;CREATE BUFFERPOOL "BUF_LONG" SIZE 10000 AUTOMATIC PAGESIZE 32K;CREATE TABLESPACE TABLESPACE1 PAGESIZE 8K MANAGED BY AUTOMATIC STORAGE INITIALSIZE 512 M AUTORESIZE YES INCREASESIZE 1024 M EXTENTSIZE 32 PREFETCHSIZE 384BUFFERPOOL BUF_MDM;


CREATE TABLESPACE INDEXSPACE1 PAGESIZE 8K MANAGED BY AUTOMATIC STORAGE INITIALSIZE 512 M AUTORESIZE YES INCREASESIZE 1024 M EXTENTSIZE 32 PREFETCHSIZE 384BUFFERPOOL BUF_MDM;CREATE TABLESPACE LONGSPACE1 PAGESIZE 32K MANAGED BY AUTOMATIC STORAGE INITIALSIZE 1024 M AUTORESIZE YES INCREASESIZE 1024 MBUFFERPOOL BUF_LONG;CREATE USER TEMPORARY TABLESPACE MDMTEMP PAGESIZE 8K MANAGED BY AUTOMATIC STORAGE EXTENTSIZE 32 PREFETCHSIZE 64BUFFERPOOL BUF_MDM;ALTER TABLESPACE TABLESPACE1 NO FILE SYSTEM CACHING;ALTER TABLESPACE INDEXSPACE1 NO FILE SYSTEM CACHING;ALTER TABLESPACE LONGSPACE1 NO FILE SYSTEM CACHING;RESTART DATABASE MDMDB; REVOKE USE OF TABLESPACE USERSPACE1 FROM PUBLIC;REVOKE CREATETAB,BINDADD,CONNECT,IMPLICIT_SCHEMA ON DATABASE FROM PUBLIC;GRANT CREATETAB,BINDADD,CONNECT,CREATE_NOT_FENCED,IMPLICIT_SCHEMA,LOAD ON DATABASE TO USER mdmuser;GRANT USE OF TABLESPACE TABLESPACE1 TO USER mdmuser;GRANT USE OF TABLESPACE INDEXSPACE1 TO USER mdmuser;GRANT USE OF TABLESPACE LONGSPACE1 TO USER mdmuser;GRANT USE OF TABLESPACE MDMTEMP TO USER mdmuser;COMMIT WORK;CONNECT RESET;TERMINATE;

Guideline:

Use the preceding script as an example for creating the database. Use of DMS table space is recommended.

Install InfoSphere MDM Server by using the installer wizardWe recommend that you prepare an empty WebSphere Application Server cell (without creating an application server). If you want to create a Java virtual machine for InfoSphere MDM Server before you run the InfoSphere MDM Server installer, do not create any resources for the Java virtual machine. The InfoSphere MDM Server installer is a Java application that is based on InstallAnywhere. It provides rich options for installation. The following is a typical scenario for installing InfoSphere MDM Server. Use the installation utility install.bin, which is provided in the extracted software assets.

As in our example, the installer, install.bin, is located in the /opt/IBM/MDM900/MDM folder.

Before you install InfoSphere MDM Server, check that WebSphere Application Server Dmgr and application profiles node agents were started.

The following steps describe the installation. Most of the steps are self-explanatory.


[wasadmin@mdmserver]/opt/IBM/MDM900/MDM>./install.bin

Preparing to install...

Extracting the JRE from the installer archive...

Unpacking the JRE...

Extracting the installation resources from the installer archive...

Configuring the installer for this system’s environment...

Launching installer...

During the installation, you enter or verify the following critical environment information such as: WebSphere Application Server Home, the WebSphere Application Server deployment manager profile and application node prepared for InfoSphere MDM Server, DB2 instance home, prepared InfoSphere MDM Server database server information, MQ objects for InfoSphere MDM Server, MDM industry data module, type of triggers, and so on. After this information is collected, the InfoSphere MDM Server installer runs for about 30 to 40 minutes (depending on your server configuration and the options that you selected). When the installation is successful, the Installation Verification Test results screen is displayed:

Figure 1: Installation Verification Test results screen


During the installation, it is recommended that you create separate Java virtual machines for the InfoSphere MDM Server backend, BusinessAdmin, and DataStewardship application components.

Guideline:

MDM-App deployment name

Use the default MDM-App to match the RSA workspace for easy maintenance and ongoing update and deployment. The MDM workbench utility also uses MDM-App as the deployment name, so it is better to keep them synchronized.

InfoSphere MDM Server installation logsEvery time you run the InfoSphere MDM Server installer, it creates a log directory under <MDM_HOME>/temp/logs/<TIMESTAMP>. You can refer to the log directory if the installation fails. Some key areas are: database objects creation, InfoSphere MDM Server backend EJB application deployment, ManagementAgent and Console, and Installation Verification Tool. The following list of log files is from a demo installation.

[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/temp/logs/03-04-2010-03_09_02> ls -rlttotal 128drwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 15:31 ExpandLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 15:39 DatabaseLogsdrwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 16:19 BatchProcessorLogsdrwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 16:24 ManagementAgentLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:38 ManagementConsoleLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:38 EventManagementLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:38 MessagingLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:43 IVTLogsdrwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 16:44 BAApplicationDeploymentLogsdrwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 16:44 DSApplicationDeploymentLogsdrwxr-xr-x 2 wasadmin wasadmin 256 Mar 04 16:44 MDMApplicationDeploymentLogsdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:44 PUIApplicationDeploymentLogs-rwxr-xr-x 1 wasadmin wasadmin 35177 Mar 04 16:44 MDMInstall.logdrwxr-xr-x 2 wasadmin wasadmin 4096 Mar 04 16:44 MiscellaneousLogs[wasadmin@mdmserver]/opt/IBM/MDM90/MDMServer/temp/logs/03-04-2010-03_09_02>

Verify the InfoSphere MDM Server installationAfter you run the installer, you need to check the following critical tables. If any of the tables are empty, the installation did not complete successfully. If the installation completed successfully, continue to check the installation Test Cases Results.

1. Make sure that the following tables have been populated:

• APPSOFTWARE (1 record of data)

• APPDEPLOYMENT (1 record of data)

• CONFIGELEMENT (347 records of data for MDM v9.0)

2. You can run the Installation Verification Tool (IVT):


[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer> cd IVT[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT> ./verify.sh mdmuser <password for mdm connection>url: file:/opt/IBM/MDM900/MDMServer/IVT/lib/TestClient.jarproperties load path: /opt/IBM/MDM900/MDMServer/IVT/properties/TestClient.properties[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT> cd test*[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases> cd xml/res*[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response> ls -lrttotal 48-rw-rw-r-- 1 wasadmin wasadmin 6008 Mar 10 17:46 ResponseTCRMaddOrganization.xml-rw-rw-r-- 1 wasadmin wasadmin 8945 Mar 10 17:46 ResponseTCRMaddcontract.xml-rw-rw-r-- 1 wasadmin wasadmin 3753 Mar 10 17:46 ResponseTCRMaddPerson.xmlRequest XML data sent to MDM:[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml> ls -lrt-rw-rw-r-- 1 wasadmin wasadmin 10076 Mar 10 17:46 TCRMaddcontract.xml-rw-rw-r-- 1 wasadmin wasadmin 3658 Mar 10 17:46 TCRMaddPerson.xml-rw-rw-r-- 1 wasadmin wasadmin 6011 Mar 10 17:46 TCRMaddOrganization.xmlResponse XML data back from MDM:[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml> cd resp*[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response> ls -rlt[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response> ls -lrttotal 48-rw-rw-r-- 1 wasadmin wasadmin 6008 Mar 10 17:46 ResponseTCRMaddOrganization.xml-rw-rw-r-- 1 wasadmin wasadmin 8945 Mar 10 17:46 ResponseTCRMaddcontract.xml-rw-rw-r-- 1 wasadmin wasadmin 3753 Mar 10 17:46 ResponseTCRMaddPerson.xml[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response>head -10 ResponseTCRMaddOrganization.xml<?xml version="1.0" encoding="UTF-8"?><!DOCTYPE TCRMService SYSTEM "tCRMResponse.dtd"><TCRMService> <ResponseControl> <ResultCode>SUCCESS</ResultCode> <ServiceTime>30</ServiceTime> <DWLControl> <requesterLanguage>100</requesterLanguage> <requesterLocale>en</requesterLocale> <requesterName>cusadmin</requesterName>[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response>head -10 ResponseTCRMaddcontract.xml<?xml version="1.0" encoding="UTF-8"?><!DOCTYPE TCRMService SYSTEM "tCRMResponse.dtd"><TCRMService> <ResponseControl> <ResultCode>SUCCESS</ResultCode> <ServiceTime>34</ServiceTime> <DWLControl> <requesterLanguage>100</requesterLanguage> <requesterLocale>en</requesterLocale> <requesterName>cusadmin</requesterName>[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/IVT/testCases/xml/response>head -10 ResponseTCRMaddPerson.xml<?xml version="1.0" encoding="UTF-8"?><!DOCTYPE TCRMService SYSTEM "tCRMResponse.dtd"><TCRMService> <ResponseControl> <ResultCode>SUCCESS</ResultCode> <ServiceTime>14</ServiceTime> <DWLControl> <requesterLanguage>100</requesterLanguage> <requesterLocale>en</requesterLocale>


<requesterName>cusadmin</requesterName>

3. Test the Batch Processor:

[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor> ls -rlt[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor>mkdir xml[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor>cd xml [wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml>mkdir input [wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml>mkdir output[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml> ls -lrt [wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml>[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml/input>cp /home/wasadmin/Sample_BatchXML.xml .[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/xml/input>[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/bin> ./runbatch.sh ../xml//input/Sample_BatchXML.xml ../xml//output Logger factory is com.dwl.base.logging.DWLLog4jLoggerFactoryDWLLog4jLogger: Using logging configuration from: file:/opt/IBM/MDM900/MDMServer/BatchProcessor/properties/Log4J.propertiesThe system reads the input file: ../xml/input/Sample_BatchXML.xmlThe system writes to the output file: ../xml/outputSuccessful record: 1Successful record: 2Successful record: 3Successful record: 4Successful record: 5Successful record: 6Successful record: 7Successful record: 8Successful record: 9Successful record: 10The system finished processing. Number of records processed = 10; Time spent (in milliseconds) = 7,236-----------------------------------------------[wasadmin@mdmserver]/opt/IBM/MDM900/MDMServer/BatchProcessor/bin>

4. Test the AdminUI web client by logging in and selecting any code table, and then clicking Go to retrieve code table values from the database.The following figure shows the Code Table Details screen in which you can select a code type.


Figure 2: Code table values screen

5. Test the DataStewardUI web client by logging in and adding a person twice with the same Social Security Number value: John Smith.The following figure shows the Add Person screen with fields for given name and family name.


Figure 3: Add Person screen


The following figure shows the Party Search Results screen with two entries for the duplicate name, John Smith.

Figure 4: Party Search Results screen

The following figure shows the Suspect Search Result screen in which the best match for the duplicate names is indicated by a check mark.


Figure 5: Suspect Search Result screen

If all the preceding tests pass, all InfoSphere MDM Server application components have been deployed in your environment successfully.

6. Test the Product Domain UI web client if you installed the MDM product web application. After you select the root product, you can add a product into the InfoSphere MDM Server database, and then search for it by using Product ID. The following figure shows the Add Product screen in which the product name is entered in the Product Name field.


Figure 6: Add Product screen

The following figure shows the Product Maintenance screen that displays the product ID and other product attributes.


Figure 7: Product Maintenance screen

Install InfoSphere MDM Server by using the response properties fileYou can install InfoSphere MDM Server by using silent mode or by using a GUI-based installation utility. You can either prepare a response properties file manually or create it when you install InfoSphere MDM Server when you use the GUI installer the first time. In the latter situation, you generate the response file and prepare for fast system recovery in case of a system crash.

We recommend that you install InfoSphere MDM Server by using the GUI utility. It does prerequisite checking during installation so that you can quickly identify problems and investigate issues. Use silent mode when you are familiar with the InfoSphere MDM Server product components and you have verified that your system meets all the prerequisites.

InfoSphere MDM Server configuration managementThe Configuration and Management component is a stand-alone J2SE application that includes a management agent and management console. You need to install them at least once on the application server.


While the management console provides the means of interacting with the user, the actual functionality is provided by the management agent. The management agent runs as a daemon process and accepts connections and commands from any number of management consoles. The database supporting the configuration repository must be available to support the persistent storage of the application’s configuration. The application itself does not have to be operational when the configuration is changed, but it must be deployed in its operational environment.

MDM Configuration and Management components provide rich functions for application deployment, configuration, and maintenance. Refer to the InfoSphere MDM Server System Management Guide for details. Here we describe how to use the management agent to deploy InfoSphere MDM Server if your installation failed and your CM tables are empty after you have run the installer.

To deploy the configuration, the ManagementAgent does the following steps:

1. Extracts the configuration definition dwl-config.xml file and the configuration definition schema dwl-config.xsd file from the application archive MDM.ear file, which is repackaged in .../installableApps.

2. Stores the definitions in the configuration repository.

Configuration Management tables are critical for InfoSphere MDM Server. If the installation failed to populate the correct data, InfoSphere MDM Server will not be functional. To populate the Configuration Management tables manually, follow these steps:

1) Test DWLConfig JDBC connection and restart ManagementAgent

If your InfoSphere MDM Server database schema owner is not the same as the user connection ID, then from the WebSphere Application Server administrative console, go to data sources (DWLConfig, DWLCustomer, and EventManager). For each data source, add one more custom property called currentSchema and specify the value as the real table creator or owner on the mainframe. After you add these custom properties and test the connection, restart the InfoSphere MDM Server application server and ManagementAgent.

2) Run console.sh to populate the Configuration Management tables.

Specify a name for the deployment, which is the application name, and the name and location of the application’s archive.

The following example shows the detailed steps:

Run the management console in MDMServer/ManagementConsole/console.sh and select option 1, Deploy application configuration.The following figure shows the options on the Configuration and Management main menu:


Figure 8: Configuration and Management main menu

At the prompt for “Specify the deployment name for this configuration” type the application name. Then type the location of the application’s archive (JAR, EAR or WAR) at the next prompt. The following figure shows the prompts below the main menu for specifying the deployment name and location of the EAR archive file:


Figure 9: Specifying the location of the application EAR file

Select option 12, Save changes, to save the deployment, and then select option 14, Exit console, to exit.

Because these steps update the InfoSphere MDM Server database Configuration Management tables, you have to restart InfoSphere MDM Server and continue your verifications.


Uninstalling InfoSphere MDM ServerIf you want to uninstall InfoSphere MDM Server from your environment, or if your installation failed, you can run the uninstaller that was automatically created during installation. After you run the uninstaller to clean up all InfoSphere MDM Server components, it is a good practice to double-check the database, the WebSphere Application Server cell, and the InfoSphere MDM Server installation location to make sure that they are all clean.

Additional InfoSphere MDM Server informationIn addition to the standard IBM software support and services, the following websites and tips provide useful information:

• The InfoSphere MDM Server, Version 9.0, information center:http://publib.boulder.ibm.com/infocenter/mdm/v9r0/index.jsp

• The InfoSphere Master Data Management Server forum is for discussing the technical aspects of InfoSphere MDM Server as part of a multiform master data management solution. Topics include business services, data quality management, privacy and data security, frameworks, and applications:http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1214

• The MDM Workbench forum is for discussions about entity extensions, specification tooling, and the user interface generator. Share getting started tips, best practices, and general questions, and comments about the use of the MDM Workbench to speed development of InfoSphere MDM Server projects:http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1581

• IBM Master Data Management home page:http://www-01.ibm.com/software/data/ips/products/masterdata/

http://www-01.ibm.com/software/data/ips/products/masterdata/

http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1581

http://www.ibm.com/developerworks/forums/forum.jspa?forumID=1214

http://publib.boulder.ibm.com/infocenter/mdm/v9r0/index.jsp


Best Practices• Use the WebSphere Application Server administrator user ID to

install InfoSphere MDM Server.

• Make sure that all installation prerequisites are met before running the InfoSphere MDM Server installer.

• Use the InfoSphere MDM Server installer to create all messaging objects, if possible.

• Prepare the InfoSphere MDM Server database in a production environment manually instead of using the default database layout and table space designs.

• Create the WebSphere Application Server cell for InfoSphere MDM Server without any customization.

• Turn on WebSphere Application Server administrator security and application security before you install InfoSphere MDM Server if security is required for your environment.

• Separate the EJB container from web containers for InfoSphere MDM Server. Prepare separate Java virtual machines for the MDM EJB component and other web components.

Further reading• IBM InfoSphere Master Data Management Server Information Center

http://publib.boulder.ibm.com/infocenter/mdm/v9r0/index.jsp

• IBM InfoSphere Master Data Management Server Installation GuideMDMInstallationGuide.pdf

• IBM InfoSphere Master Data Management Server Release NotesMDMReleaseNotes.pdf


• IBM InfoSphere Master Data Management Server Readme FileReadMe-MDM90_WAS_AIX.htm

• IBM InfoSphere Master Data Management Server System Management Guide

• IBM InfoSphere Master Data Management Server Developer Guide

ContributorsThe authors would like to recognize the following individuals for their feedback on and their contributions to this document:

Mark Rahmani, Paul van Run, Eric Zhou.

Douglas Gibbs

Senior Technical Services Professional, MDM Server Systems Management Specialist

Evgueni Gorelenko

InfoSphere MDM Server Development

Stephen Kilcup

InfoSphere MDM Server Transition Lead

Stephanie Hazlewood

Product Architect, Manager of AdTech – MDM Server

John Thomas

WW MDM Server Competency Manager

Mark Rahmani

Information Management Systems Consultant

Paul van Run

Senior Technical Staff Member, Chief MDM Architect

Eric Zhou

InfoSphere MDM Server Lab Services

Marianne White

Technical Editor, InfoSphere Information Server


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