Install CA SDM Using Conventional Configuration

You can install CA SDM using the conventional configuration.
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You can install CA SDM using the conventional configuration.
For UNIX/ Linuix, mount the installation media on your drive and navigate to the root directory of the installation media and start the installation by running the following command:
sh ./setup.sh
Also, consider the following points:
  • When installing on Linux and UNIX, you may not be able to view some pop-up messages clearly, for color properties white on white.
  • Suppose that Internet Protocol Version 4 (IPv4) and Internet Protocol Version 6 (IPv6) hosts coexist on the network. Verify that the appropriate transition strategies, tools, and mechanisms to support these technologies are in place before you start the product configuration.
  • If you start, and then stop the installation on UNIX or Linux, you may see a directory at the root of the installation named install.dir.#####. This is a feature of InstallAnywhere. These files are not needed and you can safely delete them.
  • Create the
     CA Service Desk Manager Server Privileged 
    user before you begin the installation.
Watch this Video to Install CA SDM Using Conventional Configuration

Install CA SDM Using the Installation Wizard
Follow these steps:
  1. Ensure that you completed the following steps from the CA Service Management Installer:
    1. Selected a language and 
      CA Service Management
       from the 
      Select the required installer
       screen
    2. Accepted the license agreement. 
    3. Entered the database information correctly.
      For Linux/ UNIX, only information related to Oracle database is required.
    4. Select 
      CA Service Desk Manager
       from the 
      Select the Products and Integrations
       screen. If you want to integrate Unified Self-Service with CA SDM, keep the check box for Unified Self-Service selected.
      While integrating these products, use the Unified Self-Service User ID and Email Address in CA SDM.
    5. Review the Installation Prerequisites report and take corrective measures to proceed with the installation.
  2. If you are installing for the first time, you need to enter the common Administrator credentials for CA Service Management in the 
    CA Service Management Administrator details
     screen.
  3. Navigate to 
    CA Service Desk Manager Product Configuration
     screen.
    1. Select the 
      Conventional
       radio button.
    2. Select 
      Primary Server
       from the 
      Select Server Type
       drop down.
    3. Select the other components that you want to install on this server. For example, Federated Search.
    4. If you have already created server process configuration, then select the configuration or else keep the 
      Default
       option selected.
    5. Click 
      Browse
       to select the installation directory and click 
      Next
      . The following screenshot corresponds to the installation on Windows.
    Install CA SDM_Image 8.png
  4. Enter the following information in the 
    CA Service Desk Manager Server Details
     screen:
    Enter the primary server host name in the
    Primary Server Node
    field (defaulted to the localhost name).
    Install CA SDM_Image 9.png
  5. On the 
    CA Service Desk Manager Server Privileged User Details
     screen, select the
     Load Default Data
     check box to load on the predefined date and enter the privileged user details.
  6. On the 
    CA Service Desk Manager Optional Component Details
     screen, enter the port numbers to install the components that you have chosen.
    Install CA SDM_Image 11.png
  7. If you have selected to integrate CA SDM with Support Automation, enter the following information:
    • Main Server: 
      Configures the Support Automation server in main server (standalone) mode. If you select the 
      Main Server Configuration Type
      , the 
      Host Name 
      or 
      IP 
      field defaults to the local Host Name. All parameters must be provided for the 
      Main Server
       except the 
      Internal Port 
      section and the 
      Bind to IP 
      in 
      Socket Server
       section, which are optional. Configure the main server on the following CA SDM server according to the CA SDM configuration type: 
      • Conventional: Primary server or secondary server.
      • Advanced availability: Background server.
    When you set the
    s
    upportautomation_url
    option
    , this URL must use the URL of the Support Automation main server. It should not reference the proxy server or load balancer server. This is applicable only for conventional model. In the advanced availability configuration the URL can point to load balancer, main server, or proxy server.
     If you select the 
    Main Server
     option, and are also planning to configure one or more socket proxy servers, you 
    must
     set the 
    Socket Server host name
     and 
    external port
     to the socket proxy host and external port. For multiple socket proxies, you set the 
    Socket Server to the host 
    and 
    external port 
    of the load balancer server.
    • Tomcat Port: 
      Specifies the Support Automation Tomcat port.
    • Tomcat Shutdown Port: 
      Specifies the Support Automation Tomcat Shutdown port.
     When you change the main server Tomcat port, also change the port references in the server.properties file with tomcat server.xml.
    • Host Name or IP
      : Specifies the address of your server.
    • External Port
      : Specifies the external port of your server.
    • Host Name or IP
      —Specifies the address of your socket server.
    • External Port
      —Specifies the external port of your socket server.
    • Internal Port
      —Specifies the internal port of your socket server.
    • Bind to IP
      —Specifies the IP where you want to bind the server.
    • Socket Proxy Server: 
      Configures the Support Automation server in socket proxy mode. Use a Socket Proxy Server to off-load some of the CPU-intensive operations of Support Automation, such as encryption/decryption from the main server.
      • Advanced Availability: Application server.
      • Conventional: Secondary server.
    • Main Server Host Name or IP
      : Specifies the address of the main server.
    • Main Server Internal Port
      : Specifies the internal port of the main server.
    • Main Server HTTP Port
      : Specifies the HTTP port of the main server. This field is available only for conventional configuration.
    • External Port
      : Specifies the external port of the server.
    • Bind to IP
      : Specifies the IP where you want to bind the server.
    • Message Routing Server: 
      Configures the Support Automation server in message routing server mode. Use Message Routing Servers (MRS) to manage multiple Remote Control sessions that are based on the geographical location of the local server. Using MRS helps improve performance during assistance sessions.
      • Advanced Availability:Application server.
      • Conventional: Secondary server.
    • External Port
      —Specifies the external port of the socket.
    • Bind to IP
      —Specifies the IP where you want to bind the server.
    CA SDM installs and configures the following Support Automation components:
    • End-User Client
    • Support Automation Analyst Interface
    • Server
    You install and configure the following components separately:
    • End-User Agent
    • Automated Tasks Editor IDE
  8. If you have selected to integrate CA SDM with Unified Self-Service, complete the following steps:
    1. Enter the configuration details in the 
      Unified Self-Service Configuration Details
       screen. Enter the Web Host as the host name of the machine where you are installing Unified Self Service.
      Before you install Unified Self-Service, download Liferay CE 6.1.2 GA3 edition zip file. Do not Install Liferay manually as the installer unzips the downloaded file and installs Liferay.
      image2014-10-18 17:48:47.png
    2. Enter the database information in the 
      Unified Self-Service Database Configuration Details
       screen. If you have already set up a database, select the Use existing database check box and select the backup file. The database for Unified Self-Service is created during this installation. 
      image2014-10-18 17:46:29.png
    3. Enter the SMTP mail server details to send automatic notifications from the Unified Self-Service community interface in the 
      Unified Self-Service SMTP Mail Server Settings
       screen:
      • Mail User
        Defines the name of the mail user using which you want to send automatic notifications.
      • Mail User Password
        Defines the password of the mail user.
      • Security (TLS) enabled
        Specifies whether the TLS security is enabled or not for the mail server.
      image2014-10-18 17:35:19.png
    You have entered all the Unified Self-Service information.
    For integration between Unified Self-Service and CA Service Desk Manager to work appropriately, ensure the Unified Self-Service users that are available in CA Service Desk Manager have the same User ID and email address.
  9. Review the Pre-Installation Configuration Summary Report.
  10. Review the Installation progress information and click 
    Install
     to install the selected product/products.
  11. Review the Installation Guidance Report summary to ensure that the installation succeeded.
  12. After installing CA SDM on the primary server, create the server process configuration for the secondary server.
  13. Log in to the secondary server and start the CA Service Management installation. You can either skip the database configuration to come to the 
    CA Service Desk Manager Product Configuration
     screen directly or enter the database information (if different from the primary server) and proceed with the installation.
    Install CA SDM_Image 7.png
  14. After you install CA SDM (or migrate to CA SDM from a CMDB standalone system), run the 
    cmdb_update_ambiguity
     utility. Use the -h command to view the mandatory options.
    If configuration fails during the Validate Extension Tables step, database connectivity can be an issue. Retry the installation and verify that you provided the correct database connectivity information.