Vertical cluster roadmap

About this task

Table 1. Checklist for preparing the primary node. Use this table to check off items as you complete them.
Step Complete
Review the system requirements.
Prepare the operating system.  
Install WebSphere Portal.  
Verify your installation.
Prepare and install your database software if applicable.  
Create your database groups and assign users.  
Modify your database properties.  
Create your databases.  
Set up your database if applicable.  
Configure the JCR collation support if applicable.  
Configure WebSphere Portal to use your database.  
Configure your database for large file handling in Web Content Manager if applicable.  
Remove search collections.  
Create and augment the WebSphere Portal profile template.  
Verify your database.
Table 2. Checklist for preparing the deployment manager. Use this table to check off items as you complete them.
Step Complete
Create a default deployment manager profile if you do not have an existing profile.  
Collect required files from the primary node and copy them to the deployment manager server.  
Augment the deployment manager profile.  
Stop and restart the deployment manager server.  
Verify your deployment manager.
Table 3. Checklist for creating the cluster. Use this table to check off items as you complete them.
Step Complete
Run the addNode command to federate the primary node.  
Stop the WebSphere_Portal server.  
Verify that the wkplc.properties file has the proper values for the deployment manager and the primary node.  
Create the cluster: static or dynamic.  
Verify your static or dynamic cluster.
Table 4. Checklist for preparing the web server. Use this table to check off items as you complete them.
Step Complete
Prepare, install, and configure your web server.  
Stop the web server.  
Install the web server plug-in on your web server.  
Run the configureweb_server_name script to create and configure the web server definition.  
Copy the keystore file to the keystore directory on your web server.  
Start the web server.  
Verify access through the web server.
Table 5. Checklist for configuring your federated LDAP user registry. Use this table to check off items as you complete them.
Step Complete
Install your LDAP server(s) if applicable.  
Configure a federated LDAP user registry with or without SSL.  
Verify your federated LDAP user registry.
Add a database user registry.  
Verify your database user registry.
Add realm support.  
Query defined attributes.  
Add attributes.  
Map attributes between the user registry and WebSphere Portal.  
Verify your attribute mapping.
Configure WebSphere Portal to use dynamic groups.  
Enable referrals for your LDAP user registry.  
Verify your test users.
Table 6. Checklist for preparing additional cluster members (vertical). Use this table to check off items as you complete them.
Step Complete
Log into the deployment manager WebSphere Integrated Solutions Console.  
Create the cluster member.
Enable cache replication
Clean up the server-scoped resources, caches, and resource providers on the vertical cluster member.
Resynchronize the nodes.
Regenerate the web server plug-in.
Table 7. Checklist for additional steps after a successful deployment. Use this table to check off items as you complete them.
Step Complete
Tune your servers to improve performance.  
Configure search in your cluster.  
Back up servers, databases, property files, etc.  
  • Parent topic: Planning to install WebSphere Portal