Installing a custom deployment of InfoSphere MDM

Use this procedure to run a custom installation. A custom installation is the required method if you are using an Oracle or Microsoft SQL Server database or if you are installing in a clustered environment. You can also use a custom installation if you are using IBM® DB2® database.

1. Review the prerequisites listed earlier in this topic and ensure that you have completed all of the necessary preparation steps. These steps are not optional.
2. Start IBM Installation Manager.
3. On the IBM Installation Manager home screen, click Install.
4. On the Install Packages panel, select the InfoSphere MDM edition and any additional packages that you may require (such as Workbench, if you are installing a workstation). Click Next.
   Tip: If you do not select the Installation Startup Kit, or have not previously installed it, then the installation application will display a warning. However, you can still proceed with the installation.
5. Review and accept the license agreement, then click Next.
6. Choose whether to install into an existing package group or create a new package group.
   Tip: If you are unsure of what to choose, then accept the default. Most installations should create a new package group.

   Important: If you have IBM Rational Application Developer installed, make sure that you do not install InfoSphere MDM into the same package group. Select Create a new package group.
7. On the same panel, define the Installation Directory into which you want to install each component. If you choose to install a component in a directory other than the default, select that component and click Browse in the Installation Directory field.

   Review the disk space information, then click Next.

8. On the language panel, English is always selected.
   1. If you want to support any languages in addition to English, select them.
   2. Some packages support more languages than others. If you want more languages, click the twistie for Translations Supported by Only Some Packages and select each additional language that you want.
   3. Click Next.
9. On the features panel, select the InfoSphere MDM features, applications, and optional components to install and click Next.
10. On the next set of panels, enter the configuration information:
    Tip: Use your completed installation worksheets for guidance. As you move through each of these configuration panels, the screen displays a green checkmark or red x to indicate whether the panel has been completed successfully.
    1. On the Database Configuration panel:
       • Enter the database details. If your database home value is valid, then the Test Connection button becomes active.
         Tip: If you are using a Microsoft SQL Server database that uses Windows Authentication, do not enter the database user credentials on this panel. The credentials are automatically populated by the installation application.
       • Click Test Connection. The database must be accessible and running for the test to be successful.
       • After a successful connection test, you can set up tablespaces. Select either Use existing tablespaces or Create new tablespaces. If you choose to create new tablespaces, then you must define the new names.
    2. On the History Configuration panel, select the industry, triggers, and language options necessary for your business requirements.
    3. On the WebSphere Application Server Configuration panel:
       • Enter the information that you used to set up your application server.
       • Select Retrieve Host Details to obtain your cell, node, and server information. Use each drop down list to select the retrieved cell, node, and server. If you need to provide a different value, you can type it in the field.
       • Click Verify MDM Instance on Server.
    4. On the Application Configuration panel:
       • Provide the new application name, user password, and RMI port. The installation application will use these details to set up InfoSphere MDM.
       • Select either Probabilistic matching or Deterministic matching for your matching style.
       • If your application is running across different time zones or your data has time-sensitive values under different time zones, select Enable multiple time zone deployment and select a Default time zone.
       • Select the messaging type to use for this installation. If you select IBM WebSphere MQ, then you will be asked to provide the details of your WebSphere MQ instance.
         Tip: If you installed WebSphere MQ on a different machine than the one where you are running IBM Installation Manager, make sure that you clear the Configure messaging server option to prevent the installer from creating a queue manager. Keep the option selected if you do want to create a queue manager.
    5. On the Install Configuration Review panel:
       • Select the install type. You can either choose to automatically configure the application components as part of the main installation process or run scripts after the main installation to configure them later.
         Note: See the related topics at the end of this page for more information about separating the configuration from the installation.
       • Expand the Properties headings to review the details that you have configured for this installation.
       • Click Verify Installation Requirements to run a number of prerequisite checks. The checks will help you to confirm that your environment and configuration is sufficient to successfully complete the installation.
       • Review the prerequisite validation test results. Click Show details to see more information of for each test, and follow the provided links to view the log file and help for each result.
         Tip: You can ignore warnings by clicking Show details, then selecting Ignore the warning. I understand the risks. Errors cannot be ignored.
       • If necessary, take any corrective action to address any warnings or errors, then click Recheck Status.
       • When the checks pass successfully, click Install.
    The installation application will install InfoSphere MDM. Depending on your configuration, the installation process can take a significant amount of time.
11. On the final IBM Installation Manager panel, click View Log Files if you want to open the log file viewer.
12. Click Finish, then close IBM Installation Manager.