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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on


RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

CHAPTER 2
Installation
Preparation
Introduction
This chapter covers the RedHat 8.0 .iso disk image installation procedure on VMware
Workstation Pro 15.5 and 16.2.x, Disk resource, and Sizing requirements, Network Card(s)
and mapping yum, dnf, pip and conda installations, and Firewall Port set-up for the IBM
Software Product Prerequisites of the products listed in Chapter 1.
It includes the installation procedure for the base IBM supporting products on Red Hat Linux
8.0 and Windows 10 and the Disk resource and Sizing requirements are also described.
The RedHat Linux RHCOS (Red Hat Enterprise Linux CoreOS) server cluster machine
requirements for OpenShift 4 on-premise cloud installation and the support for Kubernetes
controlled containers are outlined.

Structure
In this chapter, we will discuss the following topics:
• IBM Component Software Compatibility Matrix
• IBM Download procedures
• On-Premise Server configurations and prerequisites - RedHat 8.0
• On-Premise Server configurations and prerequisites - Windows 10.0
• On-Premise Server configurations and prerequisites – RedHat Openshift 4.x
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Objectives
After studying this unit, you will be able to identify the prerequisite version of IBM Business
Automation Workflow required, and its use of the software components of a number of the
leading IBM Software Application Systems, including:
• IBM FileNet for Document Management and Storage
• IBM Case Management
• IBM Db2 database (LUW)
• IBM WebSphere Application Server (WAS)
• IBM Directory Services, LDAP user security system.

2.1 IBM Component Software Compatibility


Matrix
The compatibility of IBM Business Automation Workflow 21.0.3 (the latest bare metal version
as of 5th October, 2022) with the platform hardware, operating systems, supporting IBM
product components, third-party databases and web application servers can be identified
using IBM’s Software Compatibility Matrix report web-based tool found using the link below,
as illustrated in Figure 2.1:
http://pic.dhe.ibm.com/infocenter/prodguid/v1r0/clarity/softwareReqsForProduct.html

Figure 2.1: The current version of IBM Business Automation Version 21.0.3 is searched

A Submit command button can be clicked which loads a separate window which generates
an IBM Compatibility Matrix report, as illustrated in Figure 2.2:
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.2: The report can be viewed using the Tabs shown above

The tabs for the recommended Operating Systems, Hypervisors, Containers etc are shown
in Figure 2.2 above, and the Download PDF command can be clicked to obtain a pdf file copy
of the report. On clicking the Download PDF command, a pop-up window is shown as in
Figure 2.3:

Figure 2.3: The PDF download report sections can be selected before generating the report

The window shown in Figure 2.3 allows the report to be tailored to just generate the sections
of interest for the pdf download.
The downloaded pdf is shown in Figure 2.4 for the IBM Business Automation Workflow
version 21.0.3(continuous delivery product).
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.4: The IBM Business Automation Workflow 21.0.3 Compatibility Matrix Report

2.2 IBM Download procedures


This section covers the example download of IBM Business Automation Workflow 21.0.3. It
can be used as a template procedure for the other supporting IBM software components
required.
2.2.1Downloading the IBM eAssembly components for
Linux
IBM download procedures are covered in detail in the BPB book, Installation and
Configuration of IBM Watson Analytics and StoredIQ in Chapter 1, Getting Started with IBM
Resources for Analytics, Section 1.4 IBM Watson, Sub-section 1.4.1.1 Downloads. (BPB Publications,
ISBN 9390684498, 9789390684496).
The eAssembly component product codes for Linux are shown by
first searching for the latest IBM Business Automation Workflow using one of the following
links.
For IBM Passport Advantage customers, with purchased software licenses, use the link as
follows:
https://www.ibm.com/software/passportadvantage/pao_customer.html
As an IBM Customer you will be presented with the login for your organization as illustrated
in Figure 2.5:
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.5: The IBMid is entered for the Customer

After clicking on the Continue | command button you will need to enter your password for
the site as shown in Figure 2.6:

Figure 2.6: The Customer password for the user must be entered

After clicking on the Log in | Command button, you will then be presented with a prompt for
your business Site number and the Business justification as depicted in Figure 2.7:

Figure 2.7 The Self-nomination screen prompts for the Site number and a Business justification
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

For the IBM PartnerWorld log on, the link as follows is entered in the web browser, as shown
in Figure 2.8:
https://www-356.ibm.com/partnerworld/partnertools/eorderweb/ordersw.do

Figure 2.8 The IBM Log in to catalog command button is clicked

The list of License limitations for IBM Business Partner use of the downloaded software is
displayed, with the I agree command button, as illustrated in Figure 2.9:

Figure 2.9: The details of the access to the IBM Software Catalog are displayed, click I agree
On clicking on the I agree command button, the Search Options page is displayed as illustrated
in Figure 2.10:
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.10 The Part number tab (highlighted) is selected for the IBM BAW product codes
From the Chapter 1, Section- IBM Resources search procedure, we know the Part numbers (listed
in Table 1.1) to use for searching, as illustrated in Figure 2.11:

Figure 2.11: The 3 part numbers (M04CCML, M04CDML, M04CFML) are entered for BAW
The search results are shown in Figure 2.12, giving the details of the date and size, in Mbytes
of the download gzip installation files:

Figure 2.12: The 3 parts of the installation files for IBM BAW Enterprise version 21.0.3
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
The selected files are downloaded, after clicking on the I agree license agreement command
button, as illustrated in Figure 2.13:

Figure 2.13: The Download now command button runs the IBM Download Director program

2.2.2 IBM Download Director installation and use


IBM download procedures are covered in detail in the BPB book, Installation and
Configuration of IBM Watson Analytics and StoredIQ in Chapter 1, Getting Started with IBM
Resources for Analytics, Section 1.4, IBM Watson, Sub-section 1.4.1.1 Downloads. (BPB
Publications, ISBN 9390684498, 9789390684496). Clicking on the Download now link in Figure
2.13 launches the pop-up window shown in Figure 2.14:

Figure 2.14: The Open IBM Download Director link is clicked for IBM Download Director

The Open IBM Download Director command button launches the IBM Download Director
applet, shown in Figure 2.15:
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.15 The Run command button on the IBM Download Director applet is selected

Next, the Run command button is clicked to start the download which is indicated by the IBM
Download Director Applet’s status window, shown in Figure 2.16:

Figure 2.16: The three IBM BAW version 21.0.3 installation files are downloaded

After downloading the Details command button can be clicked to show the downloaded IBM
Business Automation Workflow v 21.0.3 installation files, shown in Figure 2.17:

Figure 2.17: The Date, Size and name of each of the IBM BAW install files are displayed
Finally, the 3 downloaded IBM BAW 21.03 Installation files are copied to the Vmware host, as
illustrated in Figure 2.18:
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0

Figure 2.18: The three IBM BAW 21.0.3 installation files are copied to the host VMware

2.2.3 License restrictions


The licensing for IBM Business Automation Workflow is based on Processor Value Units
(PVUs).
The URL is as follows with details on how to estimate the PVU usage:
https://www.ibm.com/software/passportadvantage/pvu_licensing_for_customers.html#ful
lsubcap
The specific license monitoring for IBM BAW is covered in the link as follows:
https://www.ibm.com/docs/en/baw/22.x?topic=troubleshooting-track-license-usage (Track
license usage for IBM Integration Designer - IBM Documentation)
2.2.3.1 IBM download and licensing jars for DB2
To use the DB2 database the user must have a valid license. The procedures for obtaining and
applying DB2 license files is covered in the URL link:
https://www.ibm.com/docs/en/db2/11.5?topic=installation-db2-database-product-
licensing-support
Unzip the License Activation file
unzip DB2_ESE_PVU_Activation_11.5.zip
Then run the installer:
[root@ECMUKDEMO6 server_dec]# ./db2_install
Read the license agreement file in the db2/license directory.

***********************************************************
To accept those terms, enter "yes". Otherwise, enter "no" to cancel the install process.
[yes/no]
yes

Default directory for installation of products - /opt/ibm/db2/V11.5

***********************************************************
Install into default directory (/opt/ibm/db2/V11.5) ? [yes/no]
yes
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
Specify one of the following keywords to install DB2 products.

SERVER
CONSV
CLIENT
RTCL

Enter "help" to redisplay product names.

Enter "quit" to exit.

***********************************************************
SERVER
***********************************************************
Do you want to install the DB2 pureScale Feature? [yes/no]
no
DB2 installation is being initialized.

Total number of tasks to be performed: 58


Total estimated time for all tasks to be performed: 2819 second(s)

Task #1 start
Description: Checking license agreement acceptance
Estimated time 1 second(s)
Task #1 end

2.2.4 IBM Installation Manager download options and


procedure
For the full screen shots see pages 50 –60 of the downloadable document:
http://dx.doi.org/10.13140/RG.2.2.29470.69441
Entitled Upgrade of IBM FileNet systems from DB2 10.5 FP 10 to latest DB2 11.5 version on
RedHat Linux RHEL 8.0
(This downloads the document
UpgradeofIBMFileNetsystemsfromDB210.5FP10tolatestDB211.5versiononRedHatLinuxR
HEL8.0.docx)
The IBM Installation Manager install of IBM Business Automation Workflow upgrade to 21.0.3, is covered in full
inChapter 7, IBM BAW 21.0.3 Upgrade Installation from BAW 18.6.1.19002, Section 7.1.3,
Using the IBM Installation Manager to run the Upgrade, of this book.

2.3 On-Premise Server configurations and


prerequisites - RedHat 8.0
For the full description of the prerequisite requirements for RedHat 8.0, see the BPB
publication, IBM DB2 Administration Guide Chapter 2, Section 2.1 RedHat Server(s)
required for the Installations (BPB453) ISBN 978-93-55511-669

2.3.1 RedHat Linux downloading and using of


Subscription Manager
This section is covered in the free download from the URL:
https://doi.org/10.13140/RG.2.2.21708.16001 titled “Case Manager 5.3.3 Installation on RHEL
8.0 with Content Navigator 3.0.6 “.
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
(NB Above describes the installation of the base RHEL 8.0 Linux system on pages 7 to 38 of
the downloaded document, CaseManagerInstallationonRHEL8.0_V3.docx )
For CentOS 8.x the support is now only via CentOS stream, unless a change to a different
compatible Linux Distro is preferred.
Note: Remember to back up the whole system first!
Shutdown any running services as far as possible:
FFQC5397W All of the required system services were stopped.
Start the conversion of CentOS 8.0 to CentOS Stream:

Run the dnf command to update the packages on CentOS 8


(Run as root on the system used):
dnf update
Note that if you get an error similar to the output below:
Error:
Problem: package docker-ce-3:20.10.12-3.el7.x86_64 requires containerd.io >=
1.4.1, but none of the providers can be installed
- cannot install the best update candidate for package docker-ce-18.06.3.ce-
3.el7.x86_64
- package containerd.io-1.4.10-3.1.el7.x86_64 is excluded
- package containerd.io-1.4.11-3.1.el7.x86_64 is excluded
Etc…
- package containerd.io-1.4.9-3.1.el7.x86_64 is excluded
(try to add '--skip-broken' to skip uninstallable packages or '--nobest' to use
not only best candidate packages)
We can then try with the following version:
dnf update --nobest
(Which completed OK on the system used ) Note this update needs a few additional
confirmations and does update a large number of packages (2021 listed on the system,
ecmukdemo20):

1. Then reboot the Linux box using the shutdown command or reboot command:
Shutdown
(Then power up again)
2. Verify the release of CentOS 8 used:
more /etc/centos-release
[root@ecmukdemo20 ~]# more /etc/centos-release
CentOS Linux release 8.5.2111
3. Install the CentOS-Stream release file by typing the following dnf command:
dnf in centos-release-stream
Gives
[root@ecmukdemo20 ~]# dnf in centos-release-stream
CentOS Linux 8 - AppStream 5.2 MB/s | 8.4 MB 00:01
CentOS Linux 8 - BaseOS 3.1 MB/s | 4.6 MB 00:01
Extra Packages for Enterprise Linux Modular 8 - 916 kB/s | 979 kB 00:01
Dependencies resolved.
Etc
Installing:
centos-release-stream x86_64 8.1-1.1911.0.7.el8 extras 11k
Etc…
Installed:
centos-release-stream-8.1-1.1911.0.7.el8.x86_64
Complete!
[root@ecmukdemo20 ~]#
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
4. Remove the CentOS 8 repo and replace it with the CentOS Stream repo:
dnf swap centos-linux-repos centos-stream-repos
Installed:
centos-stream-release-8.6-1.el8.noarch centos-stream-repos-8-3.el8.noarch
Removed:
centos-linux-repos-8-3.el8.noarch
5. Migrate CentOS 8 installation to CentOS stream
First list repos, run:
dnf repolist
6. Upgrading CentOS 8 to CentOS Stream. Get the packages for CentOS Stream ABI/API.
This will upgrade packages to match the new ABI/API
dnf distro-sync --nobest
7. Reboot the system again. Run:
systemctl reboot
8. For Verification, run the command:
cat /etc/centos-release
This should display
CentOS Stream release 8

2.3.2 Use of ftp/sftp, VMware mapped folders and


ssh/scp for file copy
Installation of sftp used for Linux is described on pages 61 to 64 of the downloaded document,
CaseManagerInstallationonRHEL8.0_V3.docx.
https://doi.org/10.13140/RG.2.2.21708.16001 and also in Chapter 9, Section 9.7, Case Manager
5.3.3 Installation.

2.4 On-Premise Server configurations and


prerequisites - Windows 10.0
This section is covered in detail by the BPB publications book, IBM DB2 Administration
Guide, Chapter 2, Section 2.2, Windows 10 Server(s) required for the Installations ISBN 978-
93-55511-669.
The following link describes the procedure for installation of IBM Business Automation
Workflow on Windows 10:
https://www.ibm.com/docs/en/baw/20.x?topic=ibaw-installing-interactively

2.5 On-Premise Server configurations and


prerequisites - – RedHat Openshift 4.x
The full details of the use of the RedHat Openshift platform are covered in the BPB
publications book, IBM DB2 Administration Guide, Chapter 2, Section 2.3, RedHat
OpenShift 4.x installs ISBN 978-93-55511-669.
Red Hat OpenShift forms a front-end for container management of a Cloud cluster of load-
balanced control planes and worker servers.
There is a link as follows which covers the details for Installation of IBM Business Automation
Workflow, version 21.0.3, on the RedHat OpenShift 4.6 platform:
https://www.ibm.com/docs/en/cloud-paks/cp-biz-automation/21.0.3?topic=deployment-
installing-production-in-openshift-console
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
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Installation on RHEL 8.0

Conclusion
In this chapter, we covered the “Bill of Materials” for the IBM Business Automation software
required and the related IBM Information Management Products to be installed, with the
download site URLs, Product Codes, Descriptions and size and name of the download gzip
tar files for each Software Download. Also, the update of a CentOS 8.0 system to CentOS
Stream.
In the next chapter we are going to learn about the procedures for System Sizing for IBM
Software systems, using a program called IBM Content Capacity Planner (Originally called
IBM SCout) which is used to provide estimates of performance loading.

Points to Remember
• Remember to back up the whole system before upgrading a CentOS 8.x system to
CentOS stream.
• A VMWare mapped folder can also be used to copy installation files.
• If Download Director fails to run, the download option can be changed in the
browser page to use ftp or http file download protocols.
• DB2 11.1 is the earliest fully supported Database version.
(IBM announced Continuing Support for Db2 versions 8.2, 9.1 and 9.5 will be
discontinued on September 30, 2022.)
See https://www.ibm.com/support/pages/db2-continuing-support
• The IBM Continuing Support offering does not include:
o Voice and electronic access support for code-related problems.
o Development analysis of new defects.
o Development of or packaging fixes that are not already available.
o Support for bundled or included IBM programs (e.g. "Supporting programs" or
"Other IBM Programs" identified in the License Information for the Db2 program)
and third-party components.
o Infrastructure that is not included in the software version’s Hardware and Software
Requirement page.
o Patching any database files for recovery purposes.

Multiple Choice Questions


1. Which of the following actions would you take to retain your search results and
continue downloading in the browser if you get the message
"IBM_DownloadDirector.jnlp was blocked because this type of file can harm your
device."?
a) Change the download options to Download using bulk FTPS/SFTP or Download
using your browser (HTTPS)
b) Comment out the following line #listen_ipv6=YES in the
/etc/vsftpd/vsftpd.conf file
c) Use the following export options: rw,sync,no_root_squash,no_all_squash
d) Raise a PMR (Problem Management Record) with IBM Support
2. To initially install the Linux sftp service you can use the command?
a) systemctl start vsftpd
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
b) systemctl enable vsftpd
c) dnf install vsftpd
d) vi /etc/vsftpd/vsftpd.conf
3. What is the earliest DB2 version fully supported by IBM (as of January 2022)?
a) DB2 10.5
b) DB2 11.1
c) DB2 11.5
d) DB2 9.5
4. What does EOS mean with regard to IBM BAW?
a) The date IBM BAW stops working.
b) The last date on which you are entitled to base support from IBM.
c) End of IBM extended support
d) Withdrawal of IBM Continuing Support
5. What does PVU stand for?
a) Processor Validation Units
b) Publicly Verified Users
c) Processor Value Units
d) Processor Value Usage
6. What Linux command would you use to install IBM Installation Manager?
i. ./launcher
ii. ./db2_install
iii. dnf update
iv. dnf in centos-release-stream

Multiple Choice Answers


1. a) Change the download options to Download using bulk FTPS/SFTP or Download
using your browser (HTTPS)
2. c) dnf install vsftpd
3. b).DB2 11.1
4. b) The last date on which you are entitled to base support from IBM
5. c) Processor Value Units
6. a) ./launcher

Questions
1. How much disk space would you provision for the downloads recommended in this
Chapter (Hint: the size is defined in Chapter 7) and how much space is required for
the installation files (see Figure 2.17)?
2. What web site could you browse to view any IBM software compatibility issues and
limitations for products for IBM Business Automation Workflow Version 21.0.3?
3. Describe an example use of IBM Business Automation software for an Insurance
company.

Key Terms
• UVU and PVU - User Value Unit and Processor Value Unit for licensing most IBM
Software Products. Covered in detail in the link:
https://www.ibm.com/software/passportadvantage/about_software_licensing.html.
• RHEL Red Hat Enterprise Linux operating system a derivative of Open-Source Linux
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Installation, Upgrade and Configuration of IBM FileNet Information Management Software on
RedHat Linux 8.0, Windows 10 and IBM Cloud platforms - IBM FileNet ECM and Case Manager
Installation on RHEL 8.0
• URL - Uniform Resource Locator – The web link address to a specific browser page on
the internet. (eg https://asb-software.com)
• ftp/sftp - File Transfer Protocol and Secure File Transfer Protocol A communication
protocol between servers which supports the copying of a file or files from one server
to the other. With sftp this is done with encrypted communication.
• ssh/scp - The Secure Copy Protocol is a file transfer protocol used to move files
between servers. Using the SCP Secure Shell (SSH) system for data transfer and
authentication for security.

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