On-premises installation pre-engagement checklist

Version 20

    Jive Professional Services is here to assist you with your on-premises installation and configuration. Depending on the scope defined in your Statement of Work, Jive will either implement the installation or ride shot-gun with your IT team. The engagement will be conducted either on-site or remotely over web share.

     

    It's in everyone's interests that the Installation/Configuration be as productive and efficient as possible. To that end, Jive Professional Services has developed the following pre-requisites and guidelines to ensure that Jive can hit the ground running as soon as we engage with your technical team. Please read and complete the sections below and return to your Jive Engagement or Project Manager prior to start of your Jive Professional Services project.

     

    Thank you!

     

    -Jive Professional Services

              

     

    Success at-a-glance

    Ensure that the following items are available and completed before the date of your Jive installation.  Each is described in far more detail later on.

     

    WhatDescriptionRequiredDone
    Application server(s) availablesee details belowyes
    Cache server(s) availablethis is required if there are more than one web servers in the clusterno
    Doc conversion server(s) availableno
    EAE server(s) availableyes
    Search server(s) availableno
    OS installed on all serverssee details belowyes
    Root access to all serversthere are several OS-level configurations that require root access to alter.  Installing Jive, however, can be done with a less-privileged accountno
    Application database available

     

    yes

    EAE database available yes
    Analytics database available no
    OCI driver installedonly for Oracle DByes
    The dB account used by Jive must have the appropriate grantsCREATE SESSION, CREATE TABLE, CREATE VIEW, CREATE SEQUENCE, CREATE PROCEDURE, CREATE SYNONYM, CREATE TYPEyes
    Load balancer availableyes
    Jive license availableyes
    SMTP Information availableyes
    Other config information available

    POP3 / IMAP, LDAP

    no

     

    Detailed requirements descriptions

    Please read and understand the detailed descriptions below.  Not having all the requirements below will slow the installation, and may even postpone it.

     

    WhatSpecificsNotes
    Individual Hardware Node Requirements
    Jive can be installed either on physical hardware or a virtual machine.  Both virtual and physical machines need to fulfill the following requirements:
    CPUs
    • Multi-core
    • 2 GB
    • x86 architecture
    Physical RAM
    • 4 GB minimum
    Physical Storage
    • RAID storage is recommended for speed and reliability
    • 10 GB minimum of disk space is recommended.
    Jive creates a new directory at /usr/local/jive.  The associated mount point needs most of the 10 GB of space.  The space needs will grow with time.
    Operating System
    The following operating systems are supported.  No other OSs are supported.  Jive cannot be installed on Solaris, Windows or any other operating system not listed below.
    Red Hat Enterprise Linux (RHEL)
    • 64 bit
    • For Jive 7, versions 5 and 6 are supported.  For Jive 8, versions 6 and 7
    An equivalent version of 64 bit CentOS is also supported
    SUSE Linux Enterprise Server (SLES)
    • 64 bit
    • Versions 10.3 and 11 are supported for Jive 7, versions 11 and 12 for Jive 8
    Note: The operating systems must be configured for UTF-8 encoding.
    Hardware Node Descriptions
    A Jive installation is comprised of several physical or virtual servers.  Each server performs a distinct and important task, each requiring significant processing power and memory usage.  Guaranteeing acceptable community performance is done by separating the tasks to their own server.Following is a list of all the nodes needed for a Jive installation.  Each node needs to fulfill the hardware and operating system requirements.Note: All nodes should be in the same data center and should not have firewalls or filtering between them.  The nodes pass large amounts of data with each other over several ports, some of them dynamically allocated.  Filtering data between the servers can severely impact performance and functionality.
    Application NodeRequiredThis contains the actual web application.  At least one is required, but at least two are recommended for performance and redundancy.  High-load systems will need multiple application servers.
    Enterprise Activity Engine (EAE)RequiredThis node processes and analyses user activity in the community, in order to present each user with information about new content most relevant to him.
    Document Conversion serverOptional--only if document previews are desiredIt is possible to present the user with a Flash-based preview of binary documents, for instance of PowerPoints, PDF or Word documents.  Converting binary documents to flash is a CPU-intensive process, so requires its own server.
    Cache ServerRequired for multi-application server systems; not needed for single-application server systemsThis is a far cache for multi-node system, used for improving performance in a high-load system.  One cache server is sufficient for several application servers.
    Database
    Both the Jive application server and the EAE server need to read and write to their own database.  It is thus necessary to provide databases for two separate schemas.  In addition, the analytics warehouse gathers usage information for later analysis.  If this feature is to be activated, then a third schema (accessed from the Application server) is also necessary.The following databases are supported by Jive:
    PostgreSQL
    • Version 8.3 or higher
    • UTF-8
    Jive is most heavily tuned and tested on PostgreSQL.  It is the database Jive uses internally for both its production instances of Jive and for primary development.
    Oracle
    • See below
    Both the web server and the EAE server support the latest Oracle drivers.  See the section Oracle Drivers below for further details.
    MySQL
    • Version 5 or 5.5
    • UTF-8
    Microsoft SQL Server
    • 2005, 2008, and 2008 R2
    • UTF-8
    Other Software / Services
    The Jive installer provides most of the software needed, including the Apache web server, Tomcat web application server and other necessary third-party tools.  It is possible, even likely, that necessary dependencies need to be installed for the Jive installation to succeed.  For this reason, it is highly recommended that the various nodes all have access to the Internet, in order to install dependencies using yum, zypper or other dependency management system.Moreover, various services and systems should be made available for your Jive installation.  It is necessary to have access information for them during the installation.
    SMTP ServerRequiredThe Jive server needs the ability to send emails.  It does so to inform users of new activity, to invite users to the community, to allow users to reset their password, and much more.
    POP3 / IMAP ServerOptionalJive allows users to create and respond to content via email.  For instance, if a user receives an email notification about a new discussion, responding to that email automatically posts the response in the community. To achieve this, Jive needs a mailbox that it can periodically check for incoming mail.  It needs read and write access to this mailbox.
    AD / LDAPOptionalIt is possible to connect Jive to an internal AD instance for authentication.  To do so, it needs global, read-only access to the AD installation, at least from the base DN and below.  During installation, the following information is needed:
    • Host or IP address of the AD instance
    • base DN for searching for users
    • fully-qualified DN of the admin account with which to communicate with the AD.
    • the password for the admin account
    Jive Purchases accessNeed to download the appropriate keyYou must have at least one person with access to the Jive purchases page.  This is found at https://myaccount.jivesoftware.com/purchases.jspa.  If you do not access to this page, please file a case in your support group requesting it or contact your Jive representative.

    Oracle Drivers

    Here is a matrix indicating the Oracle drivers needed for the specific Jive version:

     


    RDBMS

    RDBMS

    Version

     

    SBS

    Support


     

    Known

    In-Use

    Jive Version
    Analytics

     

     

    Notes

    JDBC Driver Notes

     

    SBS 9

     

    SBS 8

     

    SBS 7

    SBS 6

    EAE 2

    SBS 5

    EAE 1

    SBS

    4.5

    SBS

    4.0

    <4.0

    Oracle12cActiveYesYYYY

    Instant Client Downloads

    IMPORTANT ORACLE INSTANT CLIENT NOTES

     

    Support for the latest Oracle drivers was added in Jive 8.

    For Oracle 11gR2 use 11.2, for Oracle 12c use 12.1.

    Use the ojdbc7.jar during application configuration.

     

    Jive versions < 8:

    SBS Driver MUST use OCI, version 11.1.x or 10.2.x ONLY.

    The 11.2 driver produces random segfaults and currently is not supported.

     

    EAE Driver MUST use THIN, latest version recommended

    11.2.0.3 is latest version as of 10/2012

    11gR2ActiveYesYYYYYYLatest Production Release
    11gActiveYes YYYYY
    10gR2ActiveYYYYY
    10gActiveYYYY
    9iDeprecatedYYY
    8iDeprecatedYY

     

    It is important to note that, while OCI drivers are required on the web application nodes, only thin drivers may be used on the EAE nodes.

    Common pitfalls during the installation

     

    Missing root access to all of the servers

    Running the Jive installer will fail unless done as root. A user with "admin" rights is not enough, but access to the root login shell via sudo is.

    Missing admin access to the database

    The installation needs to create a schema on the database.  It is important for the database user to have full access (excluding GRANT rights) to the necessary databases.

    OCI binaries not installed on the servers

    Only a factor when using Oracle.  Jive cannot be installed without 64 bit OCI instant client binaries installed on both the application and EAE servers.

    No dependency manager on the servers

    Jive is an extremely complex system and requires many packages that aren't always present in new OS installations.  Resolving such dependencies is trivial if the servers have a package resolution software installed (yum, zypper or apt-get) and have access to the Internet.  Without this, dependencies need to be downloaded and installed manually, which is at best extremely time-consuming.

    Too little space on the servers, or improper disk allocation

    It is important that the installer have enough disk space to complete its installation.  Jive will also need enough disk space to run properly.  Several gigabytes of space are needed in the /usr/local mount point, and at least one gigabyte in the root.

    Jive License not available

    Although an evaluation license is available for all Jive installations, a production license is necessary to property install and configure your Jive instance.  At the very least, not having access to a production license means that optional systems such as analytics, Outlook Connector or Mobile Module cannot be installed and configured.

    Improper encoding at the OS level or in the database

    It is vitally important that UTF-8 be used at all levels of the installation.  Jive cannot properly display international characters without UTF-8 encoding.

    Diagrams of Single- and Multi-Node Installations

    The following diagrams describe the various nodes and communication paths within a complete Jive installation.

    Jive with a single application node

    Jive-single-node-configuration.png

    Jive with multiple application nodes

    Jive-multi-node-configuration.png

     

    The Application Server contains the web application, HTTPD client and other services for properly servicing requests.The Enterprise Activity Server (EAE) performs CPU-intensive computation of the relevance of new and edited content in order to display it to the end-user.  For instance, the activity server will determine if a piece of content should be brought to a person's attention given keywords found within the document, what the user is watching and what the user has indicated as important to him.The Document Conversion Server provides support for displaying web-based (flash) previews of Office documents, including Word, Excel, PDF and other documents.  A document conversion server is strictly optional, but if it does not exist, it is not possible to provide a web preview and the user will first need to download the documents to view them.  A Cache Server is also required to handle far-cache requests from all the application server.  It is primarily a memory-intensive process.

     

    Further Information

    TopicJive 7.0Jive 8.0Jive 9.0
    Documentation Homelinklinklink
    Hardware Requirementslinklinklink
    Supported Operating Systemslinklinklink
    Supported Databaseslinklinklink
    Deployment Sizing and Capacity Planninglinklinklink
    Deploying to a Virtual Environmentlink, linklink, linklink, link
    Database Issues and Best Practiceslinklinklink