Deploying rational applications with ibm tivoli configuration manager redp4171

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ibm.com/redbooks Redpaper Deploying Rational Applications with IBM Tivoli Configuration Manager Pascal Chauffour Corey Jenks Petra Unglaub-Lloyd Bart Jacob Learn how to use Tivoli Configuration Manager to deploy Rational products Follow step-by-step examples Simplify management of Rational environments

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Transcript of Deploying rational applications with ibm tivoli configuration manager redp4171

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ibm.com/redbooks Redpaper

Deploying Rational Applications with IBM Tivoli Configuration Manager

Pascal ChauffourCorey Jenks

Petra Unglaub-LloydBart Jacob

Learn how to use Tivoli Configuration Manager to deploy Rational products

Follow step-by-step examples

Simplify management of Rational environments

Front cover

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Deploying Rational Applications with IBM Tivoli Configuration Manager

July 2006

International Technical Support Organization

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© Copyright International Business Machines Corporation 2006. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.

First Edition (July 2006)

This edition applies to Version 4, Release 2 of IBM Tivoli Configuration Manager and Version 7 of IBM Rational Products.

Note: Before using this information and the product it supports, read the information in “Notices” on page v.

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Contents

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiThe team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiBecome a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiiComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

Chapter 1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 Rational applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.2 IBM Tivoli Configuration Manager components and services . . . . . . . . . . . 4

1.2.1 Software Distribution component . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2.2 Inventory component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.2.3 Other features and services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

1.3 Target Tivoli Configuration Manager environment . . . . . . . . . . . . . . . . . . . 81.3.1 Installation of Tivoli Configuration Manager . . . . . . . . . . . . . . . . . . . . 8

1.4 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2. Preparing Rational products for IBM Tivoli Configuration Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

2.1 Rational product release area creation . . . . . . . . . . . . . . . . . . . . . . . . . . . 122.1.1 Method for creating a Rational product release area . . . . . . . . . . . . 122.1.2 ClearQuest example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

2.2 Product release area modification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252.2.1 Modifying an existing configuration file . . . . . . . . . . . . . . . . . . . . . . . 25

2.3 Creating another configuration file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.3.1 Create a new configuration file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282.3.2 Duplicate an existing configuration file . . . . . . . . . . . . . . . . . . . . . . . 312.3.3 Clone an existing configuration file . . . . . . . . . . . . . . . . . . . . . . . . . . 31

2.4 Installing from a Rational product release area. . . . . . . . . . . . . . . . . . . . . 32

Chapter 3. Creation of packages to install Rational products . . . . . . . . . 333.1 Software package formats. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

3.1.1 Choosing a software package format . . . . . . . . . . . . . . . . . . . . . . . . 343.2 Creating the Rational PurifyPlus software package . . . . . . . . . . . . . . . . . 393.3 Editing the software package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433.4 Creating a .spb package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

3.4.1 Adding an Inventory signature to a native software package . . . . . . 483.5 Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

© Copyright IBM Corp. 2006. All rights reserved. iii

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Chapter 4. Deployment of Rational packages . . . . . . . . . . . . . . . . . . . . . . 514.1 Creating a Software Distribution profile. . . . . . . . . . . . . . . . . . . . . . . . . . . 52

4.1.1 Setting the profile subscribers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 544.1.2 Importing a software package into the Tivoli environment . . . . . . . . 594.1.3 Using software signatures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 624.1.4 Installing a software package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 634.1.5 Checking the outcome of a distribution . . . . . . . . . . . . . . . . . . . . . . . 65

4.2 Installing product upgrades . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Appendix A. Tivoli Configuration Manager environment installation . . . 71General components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Installation overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Installing DB2 UDB Enterprise Server Edition . . . . . . . . . . . . . . . . . . . . . . 73Installing Fixpack 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Creating the Configuration Manager database . . . . . . . . . . . . . . . . . . . . . . 85Create a RIM user ID . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Installing IBM Tivoli Configuration Manager 4.2.3. . . . . . . . . . . . . . . . . . . . 91General procedure for dealing with installation failures . . . . . . . . . . . . . . . 97Creating a Tivoli command prompt window shortcut . . . . . . . . . . . . . . . . . 99Installing the Tivoli Endpoint Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Installing the CM 4.2.3 Windows Desktop. . . . . . . . . . . . . . . . . . . . . . . . . 106

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111How to get IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

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Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive, Armonk, NY 10504-1785 U.S.A.

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental.

COPYRIGHT LICENSE:

This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs.

© Copyright IBM Corp. 2006. All rights reserved. v

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TrademarksThe following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both:

ClearCase®ClearQuest®DB2®DB2 Universal Database™IBM®ProjectConsole™

Purify®PurifyPlus™Rational®Rational Rose®Redbooks™Redbooks (logo) ™

RequisitePro®SoDA®Tivoli®Tivoli Enterprise™WebSphere®

The following terms are trademarks of other companies:

Java, JavaHelp, J2EE, J2SE, and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

ActiveX, Microsoft, Visual Basic, Visual C++, Visual Studio, Windows Server, Windows, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Other company, product, or service names may be trademarks or service marks of others.

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Preface

The IBM® Redpaper provides an overview of the Rational® product installation process, describes how to create IBM Tivoli® Configuration Manager software packages for the Rational products, and demonstrates how these packages can be used to distribute Rational products to a large number of systems. The paper can be used as a reference document to enable clients to perform unattended installations of Rational products.

The installation process applies to a Microsoft® Windows®-based target environment.

Although some information about IBM Tivoli Configuration Manager is provided, this paper assumes that readers are already familiar with the product.

The team that wrote this RedpaperThis Redpaper was produced by a team of specialists from around the world working at the International Technical Support Organization, Austin Center.

Bart Jacob is a Senior Consulting IT Specialist at IBM in the International Technical Support Organization, Austin Center. He has more than 25 years of experience providing technical support across a variety of IBM products and technologies, including communications, object-oriented software development, and systems management. He has more than 14 years of experience at the ITSO, where he has been writing IBM Redbooks™ and creating and teaching workshops around the world on a variety of topics. He holds a Masters degree in Numerical Analysis from Syracuse University.

Pascal Chauffour is a Test Manager in La Gaude, France. He has worked at IBM for 22 years in different areas, including 15 years on Telecommunication Hardware Development and the last seven years shared on testing and deploying IT solutions (Universal Server Farm, Software Distribution). He has published 11 patents. He has a Telecommunication Engineer degree from ENSTBr (Brest, France).

Corey Jenks is a Software Engineer in Austin, Texas. He has five years of experience in the software verification and test field. He holds a degree in Management Information Systems from the University of Notre Dame. His areas of expertise include software testing and information development.

© Copyright IBM Corp. 2006. All rights reserved. vii

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Petra Unglaub-Lloyd is a Level 2 Software Engineer in Austin, Texas. She has 10 years of experience in the Tivoli Support field. She holds a degree from Hardin-Simmons University and the University of Bayreuth, Germany. Her areas of expertise include Level 2 defect support for IBM Tivoli Framework and IBM Tivoli Configuration Manager.

Thanks to the following people for their contributions to this project:

Bruce KatzIBM Rational, Lexington

Kent SeithIBM Rational, Lexington

David ZygadloIBM Rational, Lexington

Become a published authorJoin us for a two- to six-week residency program! Help write an IBM Redbook dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You'll team with IBM technical professionals, Business Partners, and/or customers.

Your efforts will help increase product acceptance and customer satisfaction. As a bonus, you'll develop a network of contacts in IBM development labs, and increase your productivity and marketability.

Find out more about the residency program, browse the residency index, and apply online at:

ibm.com/redbooks/residencies.html

Comments welcomeYour comments are important to us!

We want our papers to be as helpful as possible. Send us your comments about this Redpaper or other Redbooks in one of the following ways:

� Use the online Contact us review redbook form found at:

ibm.com/redbooks

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� Send your comments in an e-mail to:

[email protected]

� Mail your comments to:

IBM Corporation, International Technical Support OrganizationDept. HYTD Mail Station P0992455 South RoadPoughkeepsie, NY 12601-5400

Preface ix

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Chapter 1. Introduction

Rational solutions help organizations achieve their business goals. Rational software enables organizations to automate and integrate the core business process of software development. Rational products, services, and best practices power the IBM Software Development Platform, the premier platform for teams who discover, develop, and deploy software assets in business applications, embedded systems, and software products. This modular and complete solution enables teams to adopt a business-driven development approach based on open standards, including the Eclipse open source framework.

IBM Tivoli Configuration Manager controls software distribution and asset management inventory in a multi-platform environment. It is designed for configuration, distribution, change, version, and asset management in a distributed computing environment. Working on top of IBM Tivoli Management Framework, Tivoli Configuration Manager provides an integrated solution for managing complex, distributed enterprise environments.

1

© Copyright IBM Corp. 2006. All rights reserved. 1

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1.1 Rational applications

Table 1-1 lists the various Rational applications that have been installed using the techniques and processes described in this Redpaper.

Table 1-1 IBM Rational products

Rational product Feature description

IBM Rational ClearCase® LT

Complete software configuration management system for project workgroups. IBM Rational ClearCase LT server should be installed on a single, dedicated server machine that is accessible by all ClearCase LT clients.

IBM Rational ClearCase

Comprehensive software configuration management that helps teams control everything that evolves in the development process. Features Snapshot and Dynamic Views, advanced build management, and Unified Change Management.

IBM Rational ClearQuest®

A flexible defect and change tracking system that captures and tracks all types of change for any type of project.

IBM Rational ProjectConsole™

A Web-based artifact and measurement reporting tool.

IBM Rational Test Agent

An optional add-on to IBM Rational TestManager that installs Windows Playback Agents on Windows computers in order to enable execution of Virtual Testers. IBM Rational Windows Playback Agents are freely distributable, although Virtual Testers must be licensed.

IBM Rational Purify® for Windows

Advanced runtime and memory management error detection.Does not require access to source code and can thus be used with third-party libraries in addition to home-grown code. For software developers working with Java™, Visual C++®, and all VS.NET managed languages (including C# and VB.NET).

IBM Rational PurifyPlus™ for Windows

Complete set of automated runtime analysis tools for improving Windows-based application reliability and performance.Designed for Java, Visual C/C++, C#, VB.NET, and Visual Basic® applications.

IBM Rational RequisitePro®

An easy-to-use requirements management tool that lets you maintain the way you document requirements, using Microsoft Word, while leveraging analytical capabilities such as requirements analysis, coverage, and change impact.

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IBM Rational Robot A functional and performance test tool for software quality teams that want to automate performance, regression, and smoke testing of Java, .NET, Web, VB, ERP, and client/server applications in a mixture of Windows and UNIX® environments.

IBM Rational Rose® Professional Ada Edition

A UML-based, model-driven development tool for Ada83 and Ada95 developers and teams. Features complete visual modeling and round-trip engineering support, plus seamless integration with Rational Apex.

IBM Rational Rose Professional C++ Edition

A UML-based, model-driven development tool for C++ developers and teams. It features visual modeling, round-trip engineering, and seamless integration with Microsoft Visual C++ 6.0.

IBM Rational Rose Enterprise Edition

A UML-based, model-driven development tool for developers, architects, and analysts. Rational Rose Enterprise provides visual and data modeling, round-trip engineering, and component testing across a broad set of supported platforms.

IBM Rational Rose Professional J Edition

A UML-based, model-driven development tool for Java developers and teams. It provides visual modeling and round-trip engineering on Java, J2SE™, and J2EE™ platforms.

IBM Rational Rose Professional Modeler Edition

A UML-based, model-driven development tool for developers, architects, and analysts. It provides visual modeling support across a broad range of platforms.

IBM Rational Rose Professional Data Modeler Edition

A UML-based, model-driven development tool for data modelers, analysts, and developers, provides visual modeling, data modeling, and round-trip engineering support across a broad set of supported platforms.

IBM Rational Rose RealTime

A complete model-driven development environment built for embedded systems; enables architects, developers, and testers to use a common high-level notation to capture, generate, communicate, and test the design of event-driven and real-time applications.

IBM Rational Rose Visual Basic Edition

A UML-based, model-driven development tool for Microsoft Visual Basic developers and teams. It features visual modeling, round-trip engineering, and seamless integration with Microsoft VB IDEs.

IBM Rational SoDA® for Word

SoDA for Word enables documentors and project managers to automate the creation of project documents from multiple sources.

Rational product Feature description

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1.2 IBM Tivoli Configuration Manager components and services

IBM Tivoli Configuration Manager is an integrated software distribution and asset management suite that consists of two main components, Software Distribution and Inventory. In addition there are various services and features. Not all of the features described here are required for the installation of Rational products as described in this paper.

1.2.1 Software Distribution componentUsing the Software Distribution component, you can install, configure, and update software remotely within your network, eliminating the need to update software manually on numerous systems. You can:

� Distribute client/server applications and applications for desktops, laptops, and pervasive devices across multi-platform networks.

� Update existing software with later versions.

� Synchronize software on distributed systems.

Multicast distribution Multicast is a feature of Tivoli Management Framework 4.1. Traditionally, the data distribution component of the Tivoli Framework (known as MDist2) has a one-to-one TCP connection with each target. Therefore, if there are 50 targets, MDist2 would send the distribution data 50 times.

However, using multicast, the distribution data is sent only once, regardless of the amount of receivers. This is due to the fact that multicast uses UDP broadcast packets. All of the targets read from the same data stream.

IBM Rational Test Enablers

A freely distributable add-on to IBM Rational Robot that installs the components you need to enable ObjectTesting on a developer or tester system. It enables testing of ActiveX®, Java, and Visual Basic 4 without installing the full IBM Rational Robot product.

IBM Rational Test Manager

A test management and control tool for the entire team. This open and extensible tool enables teams to plan, execute, and assess all testing activities, and manage both IBM Rational and third-party test assets.

Rational product Feature description

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The benefit to using multicast is the decrease in the distribution time and network traffic. This is very useful when sending data to multiple targets over satellite or slow network links.

Figure 1-1 Multicast

For large software packages such as those required when installing software suites such as Rational, multicast can significantly improve performance and reduce network overhead.

1.2.2 Inventory componentUsing the Inventory component of IBM Tivoli Configuration Manager, you can gather and maintain up-to-date inventory information in a distributed environment quickly, accurately, and easily. This helps system administrators and accounting personnel manage complex, distributed enterprises.

Administrators and accounting personnel can perform the following tasks:

� Manage all enterprise systems centrally.� Determine the installed software base.� Confirm a software distribution.� Supplement and replace physical inventory function.� Assist in procurement planning.� Check software requirements.� Control assets.

For example, you can combine inventory and software distribution operations to determine whether any critical files are missing, then re-establish the proper configuration. After creating and deploying management-ready applications, you can continually maintain the desired state of your systems by synchronizing applications and system configurations on an enterprise scale.

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1.2.3 Other features and services

This section describes other features and services of IBM Tivoli Configuration Manager.

Activity Planner Activity Planner is a deployment service that enables you to:

� Define a group of activities to be submitted as an activity plan.� Submit or schedule the plan for running. � Monitor the plan while it runs.

Activities are tasks that can be scheduled to be performed on a set of targets at specified times. Operations can include software distribution, inventory operations, and other Tivoli tasks.

Activities contained in a plan can have dependencies associated with them that define circumstances under which the activity should be run. The running of the operation defined in the activity is performed by the application to which the operation belongs. The group of activities forms the activity plan.

Activity Planner is made up of two components, the Activity Plan Editor and the Activity Plan Monitor.

Activity Plan Editor You can use the Activity Plan Editor to:

� Manage a group of activities originating from different applications as a single activity from a single machine in the network.

� Schedule the activity plan to run on a specific day and time, to repeat at specific time intervals, or repeat indefinitely.

� Schedule activities to run at specific time intervals during the week.

� Set conditions on activities so that the execution of one activity is dependent on the completion result of other activities.

� Save activity plans in a database to resubmit them at any future time.

Activity Plan Monitor You can use the Activity Plan Monitor to:

� Submit activity plans to be run.

� View all submitted activity plans along with their status, start time, and completion time.

� View the list of activities contained in the plan.

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� View a graphical representation of the plan in the Activity Plan Editor window.

� For each activity, view the targets (gateways, depots) assigned to it.

� Perform operations such as pause, cancel, and resume.

� Restart an activity on an endpoint where the operation was unsuccessful.

� Delete the status information of a plan from the activity plan database.

� Launch the Distribution Status console to monitor and control software distributions submitted using the Activity Planner.

Change ManagerChange Manager (previously called Change Configuration Manager) is a deployment service that, together with Activity Planner, supports software distribution, inventory, and change management in a large network.

Activity Planner is a prerequisite of Change Manager. Change Manager works with the Activity Plan Monitor to manage specified groups of users, workstations, or devices as single subscribers. Subscribers can be users, groups of users, endpoints, a profile manager, the results of a query, or pervasive devices.

Change Manager uses reference models, which contain an association of configuration elements and subscribers, to simplify the management of your network environment.

Resource Manager A Tivoli management region is a three-tier architecture, including servers, gateways, and endpoints, that is created using Tivoli Management Framework. By using the Resource Manager deployment service, you can extend the Tivoli region to a fourth tier: pervasive devices such as PDAs.

Web InterfaceThe Web Interface (Web UI) enables software distribution and inventory to be initiated by users. By using the Web Interface, users can access a Web site and install software on their own machine, or generate an inventory scan by themselves.

Web Gateway componentThe Web Gateway component supports the Resource Manager deployment service and the Web Interface (Web UI) deployment service.

The Web Gateway, which uses IBM WebSphere® technology, provides improved security by leveraging Access Manager for authentication and the HTTPS protocol for secure communications.

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Enterprise Directory Query Facility serviceThe Enterprise Directory Query Facility is a deployment service that enables an administrator to use information stored in enterprise directories inside a Tivoli environment. The administrator can select a specific directory object, or container of directory objects, as subscribers for a reference model or an activity plan. The subscribers can then be targets for software distribution or inventory scans.

Data Moving componentData Moving is a Tivoli Configuration Manager component used to send, retrieve, and delete data from endpoint to endpoint or managed node without creating a software package.

Pristine Manager componentPristine Manager is a component of Tivoli Configuration Manager available with Version 4.2.1. Pristine Manager enables Tivoli Configuration Manager to manage machines that have no operating systems installed (bare-metal machines). It does not perform the real pristine setup; it leverages third-party products.

1.3 Target Tivoli Configuration Manager environment

For the sake of this Redpaper, only a subset of the features we just described will be installed. Although it might be valuable to use more features to manage the installation of Rational products across an enterprise, the focus of this Redpaper is primarily on the packaging of the Rational installation files to ease the installation of Rational products using Tivoli Configuration Manager.

For this purpose, the Tivoli Configuration Manager environment that we will install includes only the following components:

� Inventory Server and Gateway, Version 4.2.3� Software Distribution Server and Gateway, Version 4.2.3� Software packages� Activity Planner, Version 4.2.3� Endpoint Software Package Editor, Version 4.2.3

1.3.1 Installation of Tivoli Configuration Manager

Figure 1-2 on page 9 represents the environment used for the examples in this Redpaper. We have created a simple Tivoli environment including a Tivoli management region (TMR) server, gateway, and three Tivoli endpoints.

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In our simple environment, the TMR server and gateway reside on the same physical machine (prov003). In our environment, prov003 is running Windows Server® 2003.

The endpoints include:

� prov002: An endpoint that will be used to create and store the software package definitions for distributing Rational software products. This system is based on Windows 2003 Server.

� ratep1: A system representing a typical target for distributing Rational software applications. Operating system is Windows XP.

� ratep2: A system representing a typical target for distributing Rational software applications. Operating system is Windows Win2k.

Aside from the systems listed with Tivoli components installed, there is also a machine named Theta that has a shared directory that will contain the actual Rational software to be installed. The Tivoli software packages to be installed will reference this shared directory to access the code to be installed.

Figure 1-2 Environment used in the creation of this paper

For more details about the exact Tivoli components that were installed on the systems in our environment, see Appendix A, “Tivoli Configuration Manager environment installation” on page 71.

prov003(Windows 2003)

-------TMR Server

------Gateway

ratep1------

Tivoli Endpoint

ratep2------

Tivoli Endpoint

prov002------

Tivoli Endpoint (EndpointSoftware

Package Editor)

theta------

File server

Rational product images(Release Areas)

Target systems for Rational product installation

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1.4 Summary

This chapter has introduced the Rational product suite and the IBM Tivoli Configuration Manager, which can be used to install the Rational products to a large number of systems. We have also briefly described the basic IBM Tivoli Configuration Manager environment that was used in the development of this Redpaper. For a step-by-step description of how we installed the environment, refer to Appendix A, “Tivoli Configuration Manager environment installation” on page 71.

After such an environment is installed, you are ready to create the packages that are required to install the various Rational software products using Tivoli Configuration Manager as described in the following chapters.

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Chapter 2. Preparing Rational products for IBM Tivoli Configuration Manager

Before creating Tivoli Configuration Manager software packages to install Rational products, it is important to understand the native method of installation of the Rational products. To deploy the Rational products at an enterprise level, Rational provides a method that utilizes a file repository called a release area.

This chapter explains the steps that are required to create a Rational product release area and the files that will be referenced by Tivoli Configuration Manager when defining and distributing a software package.

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2.1 Rational product release area creation

A Rational product release area is a network shared drive that contains installation files that you install by using the Setup wizard from the Rational product CDs you are deploying and that you configure for easy and consistent installation by users. These files include one or more site defaults files, which contain default settings that apply to all users who perform a standard installation from the release area.

2.1.1 Method for creating a Rational product release area

This section provides examples of creating and populating release areas for IBM Rational PurifyPlus and IBM Rational ClearQuest using the Setup wizard. The Rational product release area is a directory containing all the required files for the installation of a Rational product. It not only contains the product files as shipped on the product CDs, but it may also contain site definition files, which are basically response files that allow for use of pre-defined options during installation, therefore enabling a silent or unattended installation process.

The default site defaults file is named sitedefs.dat. If you execute the product’s setup.exe command with no arguments, the settings as defined in sitedefs.dat (if it exists) will be used.

You can generate multiple site defaults files (as described in this chapter) that are specific to different products or teams and assign them meaningful names, such as developers.dat or qualityengr.dat.

Users can install the product with the configurations you create by specifying the site defaults file with the setup.exe command, for example:

setup.exe developers.dat

Or you can prepare shortcuts for these files, such as developers or developers.lnk, which users can run from their desktops.

1. Log in as a user with administrator rights on the file server computer that will host the release area.

2. Create a directory to host the release area using a meaningful name such as C:\RelArea\PurifyPlus.

Restriction: When creating a site defaults file, do not add a file name extension, such as sitedefs.developers.dat.

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3. Make the release area directory shareable. Even if the drive that contains the directory is already shareable, making the directory itself shareable makes it easier to map directly to the appropriate release area for the product being installed.

a. In Windows Explorer, right-click the Rational product Release Area subdirectory and click the Sharing menu.

b. On the Sharing page of the properties window, click SHARE this folder and provide a meaningful name, such as RAPurifyPlus.

4. Insert the product CD into the computer’s CD drive. If you have downloaded the software, click Setup.exe after you extract the files.

5. If autorun is enabled on your computer, the LaunchPad starts. If autorun is disabled on your computer, click Start → Run and enter cd_drive:\Setup.exe, where cd_drive is the letter of the CD drive.

Restriction: The maximum length of the path for the release area of an Enterprise Deployment installation is approximately 30-35 characters. This limit changes, depending on the product being installed and the length of the paths of the files that each product installs. You might also see different error messages when the root path exceeds the maximum length.

Restriction: The share name should be less than 12 characters long to be accessible by older systems such as Windows 98 or NT.

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6. You should see the window shown in Figure 2-1. Select Install IBM Rational PurifyPlus for Windows.

Figure 2-1 IBM Rational PurifyPlus setup: initial screen

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7. The Deployment Method window opens. Select the Enterprise deployment method and follow the instructions in the LaunchPad and Setup wizard.

The Setup wizard guides you through the selection of various options. Enter the required information on each page of the wizard.

Figure 2-2 IBM Rational PurifyPlus deployment method selection

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8. You will reach the window shown in Figure 2-3. Use the following instructions to use the Deployment Method, Features, and Windows IDE pages of the Setup wizard to configure the installation process

Figure 2-3 IBM Rational PurifyPlus launchpad and setup wizard

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a. On the Installation Directory page, you can modify the default directory setting, if required, as shown in Figure 2-4.

Figure 2-4 IBM Rational PurifyPlus installation directory setup

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b. On the IBM Rational PurifyPlus for Windows page, you can specify whether to integrate with Microsoft Visual Studio® .NET 7.0, Microsoft Visual Studio .NET 7.1, with both, or with neither. The IDE must be installed before you can integrate it with other products.

If you need information about entering data on other wizard pages, press the F1 key for help.

Figure 2-5 IBM Rational PurifyPlus IDEs selection

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c. On the IBM Rational License Server page, supply a license server name if you are using floating licenses.

Figure 2-6 IBM Rational PurifyPlus license server setting

d. On the Description page, you are required to enter description text for this installation configuration, as shown in Figure 2-7.

Figure 2-7 IBM Rational PurifyPlus installation configuration description

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e. On the Create Release Area page, you are required to set release area data including the path and the name of the site definition .dat file that by default is set to sitedefs.dat. In our example (Figure 2-8) we have changed the site definition file to PurifyPlussitedefs.dat

Figure 2-8 IBM Rational PurifyPlus Release Area path and site definition file settings

f. After completing the wizard settings that are needed to create the Rational product release area and clicking Done, a prompted appears stating that a link file was created to run the setup with the configured sitedefs.dat file. We will not use this file, so just click OK to dismiss it.

Figure 2-9 IBM Rational PurifyPlus release area link file creation

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g. The Rational product release area creation starts, and the software license agreement prompts to be accepted.

Figure 2-10 IBM Rational PurifyPlus software license agreement

h. After creating the Rational product release area, the final window appears.

Figure 2-11 IBM Rational PurifyPlus setup complete

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i. Now that the release area has been created, you are ready to create a software distribution package to install this software using the sitedefes.dat file that you created (in our case PurifyPlussitedefs.dat) on other systems. This is described in detail in Chapter 3, “Creation of packages to install Rational products” on page 33.

2.1.2 ClearQuest example

All Rational product release areas are created as demonstrated in the last section for IBM Rational PurifyPlus. However, each product might have unique configuration options. In this section, we highlight some of the unique options that are associated with IBM Rational ClearQuest to provide a second example for your reference. Each Rational product has a unique release area.

1. In this second example, because it is a different product, we are required to choose a different product release area subdirectory with a different name, such as C:\RelArea\ClearQuest, that will have a different share name such as RAClearQuest.

2. The LaunchPad and Setup wizard displays a different set of links on the left navigator panel, such as Default Connection Profile.

Figure 2-12 IBM Rational ClearQuest setup wizard

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3. On the Features page, we have chosen to use the default features.

Figure 2-13 IBM Rational ClearQuest features page

4. On the Default Connection Profile page we have also kept the default settings.

Figure 2-14 IBM Rational ClearQuest default connection profile page

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5. For e-mail notification, we have also kept the default settings.

Figure 2-15 IBM Rational ClearQuest default Email Notification page

6. Finally the release areas settings reflect the different shared directory used and a product-specific configuration file: ClearQuestsitedefs.dat.

Figure 2-16 IBM Rational ClearQuest Release Area page

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2.2 Product release area modification

In the previous section we created a Rational product release area that consists of a shared directory including all of the Rational product software and an initial <sitedefsname>.dat configuration file. After completing this, you might want to modify the <sitedefsname>.dat configuration file to choose different options or to customize it for a different set of users.

2.2.1 Modifying an existing configuration file

To modify an existing <sitedefsname>.dat configuration file, follow the procedure described in the following steps:

1. Log on with administrative rights on the server where the release area has been created.

2. Open an Explorer window and access the release area directory. Double-click the siteprep.exe program.

Figure 2-17 Run the siteprep.exe program from the release area directory

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3. A dialog window opens (Figure 2-18). Click Open.

Figure 2-18 Initial dialog for siteprep.exe

4. Select an existing <sitedefsname>.dat configuration file that you want to modify. In our example, we select ClearQuestsitedefs.dat.

Figure 2-19 Configuration file selection

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5. The siteprep.exe program opens the configuration wizard window, enabling you to change the configuration settings that are required for the installation.

Figure 2-20 Configuration wizard window

6. For example, if we want to set the e-mail configuration parameters that were not set when we initially created the release area, click Email Notification on the left navigation panel and fill in the required parameter (Figure 2-21).

Figure 2-21 Email Notification setting change

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7. When changes are complete on any of the various configuration wizard pages, click Finish. The siteprep.exe program terminates, showing a last pop-up window that indicates that a new shortcut was created.

Figure 2-22 Shortcut creation message

8. Click OK and ignore the shortcut creation message because we will not use it. However, the modified configuration file has now been saved.

2.3 Creating another configuration file

To create a new <sitedefsname>.dat configuration file, you have three alternatives:

1. Create a new file from scratch.2. Duplicate an existing file and modify it.3. Open an existing file, modify it, and save it under a different name.

This section briefly describes these three alternatives.

2.3.1 Create a new configuration file

To create a new <sitedefsname>.dat configuration file, you can run the siteprep.exe program as described in 2.2.1, “Modifying an existing configuration file” on page 25.

1. Select New (Figure 2-23 on page 29) instead of selecting an existing configuration file as described in step 4 on page 26.

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Figure 2-23 siteprep.exe program new configuration

2. You are prompted to select the appropriate product. Because each product has its own release area and you are executing siteprep.exe from the product specific release area, the dialog will only ever display one product. In Figure 2-24, the dialog is shown listing the IBM Rational ClearQuest product.

Figure 2-24 New configuration product selection

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3. As in step 5 on page 27, the siteprep.exe program configuration wizard is almost identical, except for the default settings. (The Description is highlighted in red.) After setting the required options, click Finish.

Figure 2-25 New configuration wizard

4. You are prompted to save the new configuration file with the name of your choice.

Figure 2-26 Save As dialog for new configuration

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2.3.2 Duplicate an existing configuration file

If you want to create another <sitedefsname>.dat configuration file and you think you could reuse a large part of an existing file, it might be worth copying the existing file under a different name in the same release area directory, then modifying the duplicated configuration file using the siteprep.exe program as described in 2.2.1, “Modifying an existing configuration file” on page 25.

2.3.3 Clone an existing configuration file

Another method similar to the previous one is to modify an existing configuration file using the siteprep.exe program and saving the existing (and newly modified) configuration file under a different name.

1. Open the existing file that you want to clone under a different name as shown in step 5 on page 27.

2. We suggest that you first save the configuration file under a different name by clicking the Save As icon in the siteprep.exe program configuration wizard (shown in Figure 2-27).

Figure 2-27 siteprep.exe program configuration wizard Save As icon

3. Set the new configuration file name.

Now, all further changes you apply in the siteprep.exe program configuration wizard will be saved in the new configuration file.

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2.4 Installing from a Rational product release area

After a Rational product release area and a <sitedefsname>.dat configuration file have been created, the Rational product can now be installed. If the configuration file has all desired options specified, then the installation can be invoked in silent mode. That is, it can be launched and the installation will complete with no further input required by the user. This silent mode capability will be utilized within Tivoli Configuration Manager to install the Rational products on a large number of systems utilizing the defaults as specified in one or more configuration files. The next chapter details the method for doing this with Tivoli Configuration Manager.

To install from a Rational product release area using a customized <sitedefsname>.dat configuration file, a user with administrative rights on the client system can simply open a standard DOS window and switch to the Rational product release area (which typically resides on a shared file system of a server).

From the release area, the user can issue the following command:

setup.exe /g <sitedefsname>.dat /lv <mylogfilename>.log

In this command, the arguments have the following meanings:

/g Option used to run the setup in silent mode (using the sitedefsname.dat file to obtain the various installation options.

/lv Option used to specify a verbose logfile where all of the details of the installation will be recorded.

This Rational native command is used to create the Tivoli Configuration Manager software package as described in the next chapter.

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Chapter 3. Creation of packages to install Rational products

This chapter describes how to package the various files that are required for installing Rational products such that IBM Tivoli Configuration Manager can distribute and install these Rational products on chosen endpoints. To create the packages, the Software Package Editor must be installed on a Tivoli endpoint.

We provide a representative example in this chapter for creating a package to install Rational PurifyPlus. For this application, we show how to create a software package when the release area and sitedefs file are set up on a remote file server. Other deployment options are also described.

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3.1 Software package formats

IBM Tivoli Configuration Manager distributes and installs software using a construct called a software package. A software package generally defines the files to be distributed and any commands to be executed. Software packages are created using the Software Package Editor.

After software packages are defined, they can be distributed to large numbers of endpoints to carry out product installations.

There are actually three different formats of software packages. The following sections will help in determining how to choose the right package format for each individual customer environment.

Regardless of the method used to create a software package, the output can be saved in any of the following formats:

� Software package file (.sp)� Software package definition file (.spd)� Software package block (.spb)

3.1.1 Choosing a software package format

If you have created a software package using the Software Package Editor on an endpoint or on a managed node, you must choose one of the following software package formats:

� The built format: a software package block (.spb file), using the files on the local machine. A built format package, is a zipped file that physically contains all of the related files. This zipped file is created when you define the software package. If any files must be changed after the package has been created but before it is distributed, then the package must be re-created.

� The not-built format: a software package file (.sp file) or software package definition file (.spd file). The not-built format is a package that contains references to the files to be included, instead of the actual files themselves. In this case, if the files that are referenced are changed or updated before distribution, then the new files are distributed without having to re-create the package.

Note: A software package can be opened in the Software Package Editor regardless of the format. You can then choose to save it in any of the other file types available. For more information about software package definition parameters, keywords, and formats, refer to the IBM Tivoli Configuration Manager: Reference Manual for Software Distribution.

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Each format has its advantages. For example, if you maintain the software package in the not-built format, you can revise the software package until the moment of distribution. The consolidation of the actions with the files and resources does not occur until distribution, and the most current files on the source host are used to build the package. Also, because a software package in the not-built format does not contain the files and resources to be distributed, it occupies a smaller amount of disk space than a software package block.

Alternatively, if you build the software package to create a software package block, you ensure that the data in the software package remains static between distributions at different times. At this point, the package could possibly be pushed to the gateways or individual file servers throughout the respective regions where the package could be kept closer to their targets. This might be the option to choose when a package is rather large and has to be distributed to targets across country and region boundaries.

The first option we describe is also the option that we primarily illustrate throughout this chapter. With each distribution option, we also illustrate a possible environment setup of the distribution.

Software package (.sp) fileThis includes a software package saved as an .sp file. It is a format that is a zipped form of an .spd file. It contains only a description of the actions to be performed on the target system and not the files and resources necessary to execute the actions. The files and resources reside on the source host. The software package file format is the default format used by the Software Package Editor. Because the software package in this format is only a description of the software package, it is in the not-built format.

The push would be performed from the TMR server (as always), pushing a small package through the gateway that then fans the package out to the different targets. This method requires little bandwidth for the push of the package itself. When choosing this option, you should consider that the individual targets will all have to pull the files to be installed from a file server. That is, the software package contains only references to the files and those references would typically point to a common file server that contains them. In the case of Rational products, the file server and directory being referenced would be the release area as described and created in Chapter 2, “Preparing Rational products for IBM Tivoli Configuration Manager” on page 11.

Because each client will pull the files to be installed from a file server, multicast distribution is not used and bandwidth considerations should be taken into account. Of course, this depends on the size of the products being installed and the network being used.

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This method might be recommended when pushing to a small number of targets.

Figure 3-1 The software package (.sp) is pushed in a not-built form

Figure 3-2 on page 37 describes distribution of another package in not-built form. This distribution calls a before script that then mounts a drive to the respective file server. Based on the endpoint’s IP address or other similar information, the simple script could mount a file server local to the endpoint. If this logic were added, then the release areas could be distributed to multiple locations (using Tivoli Configuration Manager), and then actual installations would be able to access local servers instead of accessing the installation files over a possibly slower-speed WAN.

In this figure, the TMR server and the gateways could be UNIX servers. For Rational packages, the file servers as well as the targets must be Windows based because Rational product release areas are being accessed.

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Figure 3-2 Software package is pushed in a not-built form with unique file servers for different regions

For more software package configuration options, consult the IBM Tivoli Configuration Manager Reference Manual for Software Distribution Version 4.2.3, SC23-4712.

Software package block (.spb)A software package block bundles all of the resources that are needed to execute the actions contained in the software package into a standard zipped format. At distribution time, the resources do not have to be collected from the source host; they are already contained in the software package block.

In this case, the entire installation image (release area) is distributed to the targets. Although the package is much larger than the not-built format, multicast distribution can be used to limit the effect on the network and to improve performance.

This format can be used to distribute the release area (and installation commands to be executed) to each endpoint.

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A hybrid solution could also be developed to use this format of package to copy or create a release area on various file servers, and then use a second step to send packages in the not-built format to reference the appropriate file server to perform the installation.

A software package that contains all of its resources is in the built format. The maximum size of a software package block is 2 GB.

In the example below, the full package has been distributed to the respective gateways. After the gateways have received the package, the release area will be installed on the gateway system itself. From there, the target endpoints can simply pull the code from the local gateways. This eliminates the need for all targets to go to one file server, as illustrated in Figure 3-1 on page 36.

This setup is recommended for larger distributions of the Rational code by way of Tivoli Configuration Manager.

Figure 3-3 The software package is pushed in a built form, first to regional gateways, then to endpoints

Note: In this example, for Rational installation purposes, the gateways must be Windows based.

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3.2 Creating the Rational PurifyPlus software package

This section describes how to create a software package when deploying a single product using a remote file server. For this type of deployment, we would use the non-built format to create a software package (.sp) file. Refer to Figure 3-1 on page 36 for an example of the environment used in this scenario.

1. Launch the Software Package Editor by clicking the Software Package Editor icon on the desktop of your system that has the endpoint software package editor installed.

2. In the Software Package Editor Selector window (Figure 3-4), select Native Package Technology and click OK.

Figure 3-4 Select type of software package

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3. The Native Package Technology window opens (Figure 3-5). Select Microsoft Setup and click OK.

Figure 3-5 Select the Native Package Technology

4. The Microsoft Setup Program Builder window opens. Type setup.exe in the Program field, and select the Self-extracting executable check box. Type the path where the product installation code is located (likely the Rational PurifyPlus release area) in the Target image path field, and select the Redirected installation check box. Click Next. (Figure 3-6).

Figure 3-6 Point to the file and path of the setup file

Note: If you have mapped the network drive of the release area, you can click the ellipsis button (...) to the right of the field and choose the path of the release area. Otherwise, you have to type in the path using UNC syntax as in Figure 3-6 (for example, \\Servername\Sharename).

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5. The next page of the Microsoft Setup Program Builder window appears. Type /g sitedefsfile in the Arguments field. In the Working directory field, type the path where the site definitions (.dat) file is located. This is likely to be the same location as in the previous step, that of the Rational PurifyPlus release area. Select the User input required check box, and click Finish (Figure 3-7).

Figure 3-7 Point to the file and path of the site definitions file

Note: The site definitions file chosen in the Arguments field is the file that was created in Chapter 2, “Preparing Rational products for IBM Tivoli Configuration Manager” on page 11. Be sure to choose the correct definitions file based on the features and options you want installed.

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6. The Software Package Editor window opens. Click File → Save As.

Figure 3-8 New software package is created

7. The Save window opens. In the Look in field, choose a local directory, and type a name in the File name field. In the Files of Type field, be sure that Software Package (.sp) is selected. Click Save.

Figure 3-9 Save the software package file

The software package file for Rational PurifyPlus has been created successfully. In Chapter 4, “Deployment of Rational packages” on page 51, we describe how this package gets distributed to targeted endpoints.

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3.3 Editing the software package

Follow these steps to edit an existing software package.

1. Launch the Software Package Editor by clicking the Software Package Editor icon on the desktop of your ESPE machine.

2. In the Software Package Editor Selector window, select Open an existing software package, click the ellipsis button (...) to the right of the field, and choose the path where the software package was saved. Find the .sp file you want to edit, click it, and click Open.

3. The software package opens. Right-click the object you want to edit (for example, setup.exe) and click Properties.

4. The Advanced Properties window opens (Figure 3-10). Here, you can modify the arguments, working directory, and so on. When you are finished, click OK.

Figure 3-10 The Advanced Properties for the object in the software package

5. Click OK on the Properties window, and click File → Save. The software package file is edited and saved.

3.4 Creating a .spb package

In the previous example, the PurifyPlussetup software package created in the Software Package Editor displays only a description of the objects contained in the package. That is, it contains a sequential list of actions to be performed on the target machine and not the objects or resources themselves such as files and programs to be executed. Actions require resources to be executed. When the actions are consolidated with the actual resources (files, directories, registry keys, and so on), the software package is considered to be in a built format (.spb).

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To create a software package block, complete the following steps:

1. Start creating the package as in 3.3, “Editing the software package” on page 43. Follow the same steps until the File → Save in step 5 on page 43.

2. Use the add directory object action to add directories, files, and links and to set file system object attributes related to the target operating system. In this scenario we again use PurifyPlus as an example: You add an action that adds all files contained in a directory called PurifyPlus to the software package. Begin by adding a directory action to the PurifyPlussetup software package:

a. Select the PurifyPlussetup software package icon in the left pane.

b. Select the Add object tab in the right toolbar and click the Directory icon.

3. The Add Directory Properties dialog appears (Figure 3-11). Enter the following information in the Source section:

– In the Location text box, enter c:\PurifyPlus or click browse (...) to display a file system browser dialog.

– In the Name text box, enter *.* to specify that all files contained in the PurifyPlus directory are to be added to the package. The files are installed with their original name into the target directory at installation time.

Figure 3-11 Add Directory Properties dialog

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4. The Destination box also asks for location and name. You can specify a specific directory or, as in our case, use a variable to render this operation more generic for use on different operating systems or different locations. You can right-click the Location text box to display the Variable List Editor (Figure 3-12).

5. Define a new variable and assign a default value.

a. In the Name text box, enter target_dir.b. In the Value text box, enter $(system_drive)\PurifyPlus.c. Click Set to add the new variable and its value to the list.

Figure 3-12 Add a variable to the Variable List Editor

You can reuse this variable anywhere in your software package. To modify the variable, update it in the Variable List Editor and it will change all occurrences in the software package. Refer to the IBM Tivoli Configuration Manager: Reference Manual for Software Distribution for more detailed information about using variables. To render the value of this variable dynamically, you can use a before script to set the value of this variable on individual endpoints.

Click OK.

6. This returns you to the Add Directory Properties dialog (Figure 3-11 on page 44). Delete *.* in the Destination - Name text box, because it is

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unnecessary in this case. The files are installed with their original name into the target directory at installation time.

7. Set the check boxes in the Add Directory Properties dialog:

– Stop on failure (selected by default): Leave selected to stop the execution of the action if the action fails or if the condition is not met. The execution of the remaining actions in the package continues, provided that the Stop on failure option at the package level is not selected. If the Stop on failure check box is selected at the package level and an error occurs, the remaining actions are not performed and the execution of the package is not completed.

– Replace if target is newer: Select this to replace a target object even if the target object is newer than the source object. On Windows platforms, to determine which file is newer, Software Distribution evaluates the version of the file. If the version of the target file is newer than the source file, the target file is replaced. If the version is not set, or on platforms other than Windows, Software Distribution evaluates the modification time. If the modification time of the target object is more recent than the source object, the target object is replaced. File version support is available if the source host is a Windows machine or if the software package containing the file in question has been built on a Windows machine and imported in the software package block (built) format.

– Replace if existing (selected by default): Leave selected to replace an object that already exists on the target.

– Remove if modified: Select to flag this object for a subsequent remove operation. During a remove operation of the same software package, the flag indicates to remove the object even if the target object has been modified since the last install operation.

– Create if not existing: Select this check box to create the directory if it does not already exist on the target system.

8. Click Advanced to specify platform-specific file system attributes using the Add File System Objects Properties - Advanced dialog (Figure 3-13 on page 47):

– Leave Create directories selected to create directories if they do not already exist on the target system. If you know that the directory already exists, clear this check box so that during an installation the directory is not created and during an undo operation the directory is not removed.

– Leave Remove empty directories selected to remove empty directories when performing a subsequent remove operation of this software package.

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– Select Descend directories to add the entire directory tree to the software package. If it is not selected, only the files listed below the top-level directory are added.

– Select Rename if locked to temporarily rename files that are in use by another application. For Windows platforms, during an installation an attempt is made to replace or rename the file under the same directory as the locked file and the distribution completes successfully without having to wait for a reboot of the system. The temporary file is removed during the next system reboot. During a remove operation, the locked file is removed during the next system reboot.

Click OK to confirm the selection of the file system object properties.

Figure 3-13 Add File System Objects advanced properties

For more information about the file system attributes in this dialog, refer to the online help documentation or the IBM Tivoli Configuration Manager: Reference Manual for Software Distribution.

Note: If the Descend directories check box is selected and its inventory signature is set to Restricted, you will receive a warning message for each invalid file that is present in the nested directories.

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9. Click OK to add this action to the software package. Select the software package icon in Software Package Editor window to display the Add directory object action.

10.Now it is time to save the package. To consolidate the actions with the resources into a zipped file, you will need to save the software package as a software package block, selecting .spb as the file type.

3.4.1 Adding an Inventory signature to a native software package

An Inventory signature is the set of information that identifies a certain software application, such as the name and size of the executable file for the software application. It is typically used with the Inventory application of Tivoli Configuration Manager. Signature data includes the name, size, and usually a checksum value of the file that is used to identify the software product. This identifying file tends to be the primary executable file for the product. The signature data collected during a scan is stored in the configuration repository in the MATCHED_SWARE table.

We now add an Inventory signature for our PurifyPlus package. This enables us to check whether PurifyPlus (or any other Rational product that we create a signature for) is already installed, or to validate that it has become installed after a distribution. In order to do so, and to be able to actually retrieve the data, Inventory must first be integrated with Software Distribution. This integration occurs through this Tivoli Configuration Manager command:

wsetinvswd y

When this is done, we can proceed as follows:

1. To add an Inventory signature, click the System action tab of the Software Package Editor as shown in Figure 3-14 on page 49.

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Figure 3-14 The System action tab allows for an Inventory Signature to be created

2. In this example we associate the setup.exe PurifyPlus executable file, size 2281472 bytes, to our PurifyPlus software package, version 7.0.0. If the file does not have a proper description (check the properties), you should add a description and version number for identification reference in the tables.

Figure 3-15 Setting the inventory signature

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3. After adding the inventory signature, save the package. This has to be done in the built form (.spb) of the software package.

Figure 3-16 Save the package after the Inventory Signature object is created

The Inventory signature information is updated in the RDBMS because we selected the “Add if not existing” option when adding the signature.

The updated signature information can be verified using the wsigmapsp -a command. This command can be used to list the mapping between software and the file signatures.

3.5 Summary

This chapter has described the basic steps for creating a software package for a Rational product. In the next chapter we describe the steps for actually distributing this package to a large number of systems. The Rational product that is associated with the software package will be installed when it is distributed.

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Chapter 4. Deployment of Rational packages

This chapter uses the packages created in the previous chapter to provide step-by-step examples of deploying Rational products utilizing Tivoli Configuration Manager.

We also demonstrate the Tivoli Configuration Manager Inventory feature to track deployed packages, and provide examples of the use of Tivoli Configuration Manager’s activity planner to deploy a suite of Rational products.

4

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4.1 Creating a Software Distribution profile

Tivoli management is typically performed by defining profiles and sets of subscribers to those profiles. In the case of software distribution, a software package as was created in Chapter 3, “Creation of packages to install Rational products” on page 33, is associated with a profile and then distributed to the Rational user systems.

You create a Software Distribution profile within a Tivoli profile manager that has been defined in a Tivoli policy region. You then import software packages into Software Distribution profiles.

The following scenario creates a Software Distribution profile from the Tivoli desktop and imports the different Rational software packages. In this scenario, the distribution environment consists of:

� An administrator: Root_prov003-region� A policy region: prov003-region � A subregion: rational-region� A managed node: prov003� A profile manager that contains an Tivoli Configuration Manager profile for

SoftwareDistribution

Log in to the Tivoli desktop using an administrator with the appropriate rights to perform software distribution actions. (Refer to Tivoli Management Framework: User's Guide for more information about administrators.)

From The Tivoli Desktop main window:

1. Double-click the prov003-region icon to display the contents of the policy region. Select Create → Subregion.

Figure 4-1 Selecting the subregion

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2. The Create Policy Region dialog opens. Specify the subregion name (in our case, Rational). Click Create & Close.

Figure 4-2 Create policy region

3. Navigate to the new subregion. In the Policy Region: rational-region dialog, select Create → ProfileManager to create a profile manager in which the Rational Software Distribution software package profile will reside.

4. The Create Profile Manager dialog, in which you define the name of the profile manager, is displayed. In the Name/Icon Label text box, type the name of your choice. In our case we chose SoftwareDistribution.

5. Select Dataless Endpoint Mode to enable the profile manager to distribute software package profiles to Tivoli endpoints.

Figure 4-3 Create profile manager

6. Click Create & Close to return to the Policy Region: rational-region dialog, which now shows the SoftwareDistribution profile manager.

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4.1.1 Setting the profile subscribers

Before you can perform an operation on the profile, you must set the subscribers for the profile manager in which the profile resides. Subscribers can include other profile managers, endpoints, or resource groups. In our case, we will distribute to endpoints that represent the workstations of our Rational users.

1. Choose Profile Manager → Subscribers as shown in Figure 4-4.

Figure 4-4 Add subscribers

This displays a dialog for selecting subscribers (Figure 4-5 on page 55).

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Figure 4-5 Subscribers dialog

2. In the following scenario we add seven endpoints as the subscribers to the SoftwareDistribution profile manager.

Figure 4-6 Choosing potential targets for the distribution

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a. Again, select Profile Manager → Subscribers to display the Subscribers dialog.

b. To move a subscriber to the Current Subscribers list, select one or more subscribers from the “Available to become Subscribers” list, then click the left arrow button. Select Set Subscriptions & Close to save the list.

By default, all subscribers in the profile manager are displayed in the Available to become Subscribers list.

To remove a subscriber, select one or more subscribers from the Current Subscribers list and click the right arrow button to move them to the Available to become Subscribers list.

3. Now it is time to create a profile in the SoftwareDistribution profile manager. Double-click the SoftwareDistribution icon to open the Profile Manager dialog.

4. Select Create → Profile to display the Create Profile dialog. In this dialog you create a software package profile for the Rational software package.

Figure 4-7 Opening the dialog to create a new profile

5. In the Name/Icon Label text box, type the Rational profile name.

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6. Select SoftwarePackage resource type from the Type scrolling list.

Figure 4-8 Entering the profile name and type

7. Click Create & Close to create the new profile and return to the Profile Manager dialog. An icon representing the newly created software package profile is displayed in the SoftwareDistribution profile manager. In our case, we call this package PurifyPlusSWD.pm.

The software package profile at this point is empty.

Note: If the resource type is not available in the scrolling list, you must add it as a managed resource of your policy region by moving it from the Available Resources to the Current Resources in the policy region. Each policy region maintains a list of managed resource types that are valid or defined for that specific policy region.

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8. Double-click the SoftwareDistribution profile manager dialog. The profile now appears with all of its subscribers (Figure 4-9).

Figure 4-9 Profile manager with (empty) profile and subscribers

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4.1.2 Importing a software package into the Tivoli environment

Before you can use a software package profile to distribute a software package to a target system, you must import the software package into the Tivoli environment where it is cataloged as a software package object in the Tivoli object database. The software package profile is only a definition of the information that each profile item includes. The profile items must be populated with the database objects in order to be distributed.

Figure 4-10 Selecting Import to populate the profile

You can import an existing software package located on either an endpoint or managed node into the software package profile, or you can create a new software package within the software package profile.

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Figure 4-11 Import dialog

Importing an existing software packageAn existing software package can be imported in a built format (.spd) or in a not-built format (.sp). Before it is built, a software package contains only a description of the objects contained in the package: that is, a sequential list of actions to be performed on the target system and not the actual resources themselves, such as files and programs. The resources reside on the source host. A software package in the built format already contains all objects and resources that are required by the actions in a zipped file format.

In this scenario, the PurifyPlusSWD.pm profile is populated with the PurifyPlussetup.sp software package, which is in the not-built format. (We created this package in Chapter 3, “Creation of packages to install Rational products” on page 33.)

1. Right-click the PurifyPlusSWD.pm profile from the Profile Manager dialog, then select Import from the pop-up menu.The Import dialog imports a software package file into a software package profile.

2. In the Location of Input File box, specify the machine type where the software package exists from the drop-down list. Again, the options are Managed Node and Endpoint. If you select Endpoint, type the name of the endpoint in the

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Endpoint Name text box and click the ellipsis (...) button.In our case, we use Endpoint.

3. Click the ellipsis (...) button to display the Select Input File dialog. The dialog displays the file system hierarchy for the prov002 endpoint. The file you select in this browser dialog is the file that is imported into the PurifyPlusSWD.pm software package profile.

4. Trace the path to the PurifyPlusSetup.sp file in the Directories and Files boxes. Click Set File & Close to return to the Import dialog.

You can import the software package either in the built format or in the not-built format:

� To import the PurifyPlusSetup software package in the not-built format, perform the following steps:

a. Deselect the Build check box in the Location of Source Host box.

b. In the Source Host Name text box, type the name of the source host. The package is built at distribution time, and the resources referenced in the software package are collected from the specified source host. Ensure that, when a package is being built at distribution time or imported to the built format, the Software Distribution component is installed on the source host. If not, an error occurs.

Figure 4-12 Importing our package from endpoint prov002

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� To import the PurifyPlusSetup software package in the built format:

a. Select the Build check box.

b. Type the SPB path in the SPB Path text box. If the input file is a software package or software package definition file, it is imported into a software package block. If the input file is a software package block, it is copied from the managed node or endpoint specified in the Location of Input File box to the specified software package block path on the source host.

c. In the Source Host Name text box, type the source host from which the files in the software package block are to be obtained, if it is not already defined in the input file.

d. Click Import & Close. The software package profile icon in the Profile Manager dialog is now in the not-built format.

4.1.3 Using software signatures

A signature is the set of information that identifies a certain software application, such as the name and size of the executable file for the software application. Tivoli Configuration Manager Inventory provides a default set of signatures that you can use to collect information about the software installed on the endpoints in your enterprise. These signatures are stored in the $BINDIR/../generic/inv/SIGNATURES directory in the SWSIGS.INI file. To use these signatures, you must install them with the winvsig command as shown in the following example:

winvsig -a -f $BINDIR/../generic/inv/SIGNATURES/SWSIGS.INI

This command installs the signatures in the configuration repository in the SWARE_SIG table.

Note: Always select the Build check box when importing a software package block.

Selecting Build enables the Overwrite check box. Select Overwrite to overwrite the software package block should it already exist on the source host.

In this scenario, deselect the Build check box.

Note: The source host can be any of the available managed nodes on which the Software Distribution component is installed.

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You can edit or delete the signatures provided with Inventory, or you can add your own signatures. For example, you can add a signature that is not currently provided with Inventory or for an application that was developed in-house.

Inventory uses signatures to determine which software applications are installed on the machines you scan. When you run a signature scan on an endpoint, Inventory distributes the signatures to the endpoint, and then compares each file on the endpoint to the list of signatures. When a file matches a signature, the signature data for that file is sent to the configuration repository. Because only data for matching files is sent, this scan returns less data to the configuration repository than scans for basic file information or header information.

Signature data includes the name, size, and usually a checksum value of the file that is used to identify the software product. This identifying file is usually the primary executable file for the product (for example, PurifyPlusSetup.exe). The signature data collected during a scan is stored in the configuration repository in the MATCHED_SWARE table. You can use the INVENTORY_SWARE query to return all software information about a machine.

Signature scans return data only for matching files. Therefore, if you scan your enterprise using only signature scans, the configuration repository contains data only for matched files, not for all files on each scanned system. After you create a new signature or edit an existing one, you must then rescan your enterprise to gather the new or revised signature data.

However, if you have performed a scan for basic information, the configuration repository contains information about all files on scanned systems, not just those that match signature data. In this instance, you can write a query to view the desired file information, rather than modify the signatures and then rescan your enterprise.

To use software signature matching, you must enable Inventory to integrate with Software Distribution by running the following command:

wsetinvswd y

Also, as noted in Chapter 3, the package has to be saved in built format (.spd) if a signature is added. In the example above, no signature was added, so we were able to save the package in not-built format (sp).

4.1.4 Installing a software package

Note: As with most other software applications as well as the Tivoli base product install, this package installation must be performed with administrative privileges.

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The install operation performs the actions contained in the software package.

Figure 4-13 Installing a software package associated with a profile

To perform an install operation from the command line, see the winstsp command in the IBM Tivoli Configuration Manager: Reference Manual for Software Distribution.

The following command shows how to install a software package on multiple targets. The -cr flag is added and recommended for Windows systems when installing Rational products. This flag automatically reboots the machine after the

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installation of the software package is finished. If several targets are specified, separate each target with spaces.

winstsp @<SoftwarePackage> @target1 @target2winstsp -cr @PurifyPlusSetup.sp @ratep1 @prov002

To perform an uninstall operation from the command line, see the wundosp command in the IBM Tivoli Configuration Manager: Reference Manual for Software Distribution.

If in any case the installation of the software package must be rolled back, you can use the wundosp command, which returns the system to its state prior to the execution of the previous operation. The wundosp command returns either:

0 Indicates that wundosp started successfully.

-1 Indicates that wundosp failed due to an error.

You can roll back the entire package with the following command. This means that if no subscriber is specified, the package will be removed from all subscribers. The -cr flag is added to automatically reboot the system after removal. This flag is recommended on Windows machines only.

wundosp -cr @<SoftwarePackageName>wundosp -cr @PurifyPlusSetup.sp

Or the package can be removed from only one subscriber with the following command:

wundosp @<SoftwarePackageName> @target1wundosp -cr @PurifyPlusSetup.sp @ratep1

Multiple targets are specified by using spaces:

wundosp -cr @PurifyPlusSetup.sp @target1 @target2wundosp -cr @PurifyPlusSetup.sp @ratep1 @prov003

4.1.5 Checking the outcome of a distribution

You can check the outcome of a distribution in the following ways:

� Check the MDist2 status using the wmdist command or checking the MDist 2 Distribution Status console (Figure 4-14 on page 66).

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Figure 4-14 MDist2 status console

� See the Software Distribution message or message ID reported in the Message table of the MDist 2 database.

This can also be checked with the command line interface. Use the wmdist -l command to retrieve the individual distribution IDs. In our example in Figure 4-15 on page 67, distribution IDs 1021223264.148 and 1021223264.149 are being used. Follow up with the wmdist -q <distributionID> command to ensure that the distribution has completed successfully.

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Figure 4-15 wmdist example

� Software Distribution log

Several log files on the TMR server and endpoint client can be also be viewed for verification.

Errors are logged in the Software Distribution log file, which is available on the Tivoli server in the $BINDIR/../swdis/work path.

Other logs to be examined are:

– %DBDIR%/oservlog

– %DBDIR%/gatelog

On the endpoint, unless software distribution tracing has been enabled, only the following log file will be available:

– <install_dir>\Tivoli\lcf\dat\1\lcfd.log

By default, this lcfd.log has trace level 0. It is recommended that you set debug level on this file from 1 to 3. To do so, modify the <install_dir>\Tivoli\lcf\dat\1\last.cfg file, setting log_theshold=3.

Example 4-1 Setting the log threshold

lcfd_port=9495lcfd_preferred_port=9495gateway_port=9494protocol=TCPIPlog_threshold=3start_timeout=120run_timeout=120

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lcfd_version=41134logfile=C:\Program Files\Tivoli\lcf\dat\1\lcfd.logconfig_path=C:\Program Files\Tivoli\lcf\dat\1\last.cfgrun_dir=C:\Program Files\Tivoli\lcf\dat\1load_dir=C:\Program Files\Tivoli\lcf\bin\w32-ix86\mrtlib_dir=C:\Program Files\Tivoli\lcf\bin\w32-ix86\mrtcache_loc=C:\Program Files\Tivoli\lcf\dat\1\cachecache_index=C:\Program Files\Tivoli\lcf\dat\1\cache\Index.v5cache_limit=20480000log_queue_size=1024log_size=1024000udp_interval=300udp_attempts=6login_interval=1800lcs.machine_name=prov003lcs.crypt_mode=196608lcfd_alternate_port=9496recvDataTimeout=2recvDataNumAttempts=10recvDataQMaxNum=50login_timeout=300login_attempts=3detect_address_delay=30upcall_pool_size=100upcall_pool_timeout=300

� Check results logged into the Software Distribution 4 notice group.

If needed, further trace logs can be created the following way:

wswdcfg -s trace_level=5

The files will be written to the directory specified in the working_dir in the output of wswdcfg -s, typically $BINDIR/../swdis/work.

4.2 Installing product upgrades

Rational products are refreshed periodically with patches or upgrades. To maintain the latest version of the Rational software products on the client systems, IBM Tivoli Configuration Manager can be used as well.

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Rational updates typically are distributed in two ways:

� As a complete replacement, in which the upgrade is enabled by creating a new Rational product release area. In this case, the Rational administrator can create a new release area on the server and create new software packages as described in this paper to distribute the new version of the product.

� In some cases, Rational software can be updated by replacing just a few files. If so, Rational will provide a mechanism to update an existing release area. Installing the upgrade to the user’s systems will be handled differently if you are using built or non-built software packages.

For non-built software packages, the updated files will be included automatically in the next distribution that occurs after having updated the release area. This is because the non-built packages include only references to files, not the files themselves.

For built packages, the packages will have to be rebuilt in order to include the latest versions of the files from the release area.

There are some things to consider when planning how to handle an upgrade.

If you want to keep all users at the same level of Rational products, you should redistribute the product to all users after updating the release areas, software packages, or both. By using the non-built format, you increase the risk that some users might get a distribution that has a different set of files than other users.

You can also take advantage of the software signature capability of Tivoli Configuration Manager Inventory to help track and report what Rational product versions are installed on users’ systems.

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Appendix A. Tivoli Configuration Manager environment installation

This appendix describes the Tivoli environment we used when testing the procedures that are documented in this book and provides step-by-step instructions for installing the various Tivoli components.

A

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General componentsOur environment consisted of a single Tivoli management region (TMR) server. That same system also was configured as a Tivoli management gateway.

TMR server componentsThe following components are prerequisites to the Tivoli Configuration Manager 4.2.3 application installation. These components are all provided on the framework 4.1.1 CDs 1 and 2.

� Tivoli Management Framework 4.1.1� Tivoli Framework Patch 4.1.1-LCF-0008 or above� Tivoli Java Client Framework 4.1.1� Java 1.3 for Tivoli� JavaHelp™ 1.0 for Tivoli� Tivoli Java RDBMS Interface Module (JRIM) 4.1.1� Tivoli Java Client Framework 4.1.1 Patch JCF411-0003� Tivoli Desktop For Windows 4.1.1

TMR server and gateway configurationIn addition to the above, the following Tivoli Configuration Manager components were also installed on the TMR server and gateway.

� Activity Planner, Version 4.2.3, � Scalable Collection Service, Version 4.2.3� Inventory, Version 4.2.3� Inventory Gateway, Version 4.2.3 � Software Distribution Software Package Editor, Version 4.2.3 � Software Distribution, Version 4.2.3

Endpoint configurationTivoli endpoints typically only require the endpoint agent (and appropriate patches) to be installed. In our case, one of our endpoints was also used to create the software packages to distribute Rational products. This requires the Endpoint Software Package Editor as listed below.

� Tivoli Framework Patch 4.1.1-LCF-0008 or above� Endpoint Software Package Editor, Version 4.2.3

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Installation overviewTo install the Tivoli environment, we installed the components in the following recommended order, as described in detail in this appendix:

1. RDBMS (this can be a non-Tivoli environment system)

For this example we use DB/2.

2. Tivoli Management Framework server and components

3. Tivoli gateway and components

4. Tivoli endpoint client and Endpoint Software Package Editor

The following documents also provide useful information related to Tivoli Management Framework installation and deployment:

� Tivoli Framework Planning for Deployment Guide, GC32-0393

Explains how to plan for deploying your Tivoli environment and describes Tivoli Management Framework and its services.

� Tivoli Framework User’s Guide, GC31-8433

Describes the concepts and procedures for using Tivoli Management Framework services. Provides instructions for performing tasks from the Tivoli desktop and from the command line.

� Tivoli Enterprise Installation Guide, GC32-0395

Explains how to install and upgrade Tivoli Enterprise™ software within your Tivoli management region using the available installation mechanisms provided by Tivoli.

Installing DB2 UDB Enterprise Server EditionThe first step in a new installation is to install a supported relational database product. We chose to use the IBM DB2 Universal Database™ (UDB) product. The database is used to store the Inventory and other databases used by Configuration Manager 4.2.3. Customers are now licensed to use DB®2 as their inventory database at no extra charge by virtue of being licensed for Configuration Manager 4.2.3.

If DB2 UDB V8.1 is to be used with Configuration Manager, it must be at Fixpack 6 or higher (as of the time this paper was written). We use this version of DB2 UDB for this paper. We first install the base DB2 UDB, then install the fix pack.

1. Insert the DB2 UDB installation CD, or browse to the DB2 install image directory, and execute the setup.exe executable. After unpacking the contents, you should see the window in Figure A-1 on page 74. Click Install Products.

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Figure A-1 Installation of DB2 UDB

2. The following window appears. Make sure that DB2 UDB Enterprise Server Edition is selected, and click Next to continue.

Figure A-2 DB2 product selection panel

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3. The wizard welcome window appears. Click Next.

Figure A-3 DB2 setup wizard welcome

4. Select I accept the terms in the license agreement, and click Next.

Figure A-4 Terms and conditions window

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5. Under Additional functions, select Satellite administration capability. Click Next to accept a Typical install and continue.

Figure A-5 DB2 installation type selection

6. Click OK to the warning shown in Figure A-6.

Figure A-6 DB2 APPC warning panel

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7. On the Select the installation action window, click Next.

Figure A-7 Select installation action

8. In the Select installation folder window, we have changed the default install location, taking it out from under the Program Files directory. (This is a personal preference.) Click Next to continue.

Figure A-8 Select installation folder

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9. Supply and confirm the password you would like to use for the db2admin user ID. In our example, we use the password smartway. Click Next to continue.

Figure A-9 DB2 administrator information panel

10.We will not bother with e-mail notification in this example, so just click Next to continue, then click OK to acknowledge the warning that follows.

Figure A-10 Administrator contact information

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11.Click Next to create the DB2 instance and continue.

Figure A-11 DB2 instance creation

12.Click Next to continue.

Figure A-12 Instance configuration

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13.Select Do not prepare the DB2 tools catalog on this computer, and click Next.

Figure A-13 Tools catalog creation

14.We defer the identification of a contact person, and click Next to continue.

Figure A-14 Health monitor notification

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15.The confirmation window in Figure A-15 appears. Click Install to begin the installation.

Figure A-15 Installation confirmation window

16.A status window shows the progress of the installation. At the end of the installation, the window in Figure A-16 appears. Click Finish.

Figure A-16 Setup complete panel

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17.Click the Exit First Steps option on the left.

Figure A-17 Installation success panel

Installing Fixpack 6We now install Fixpack 6 for DB2 UDB V8.1.

1. Start a DB2 command window by selecting Start → Programs → IBM DB2 → Command Line Tools → Command Window. In the window that appears, issue the following commands.

db2admin stopdb2stop

2. Open your Windows Services window, and stop all DB2-related services.

3. In the directory for DB2 8.1 Fixpack 6, run the fix pack executable DB2_8.1_FP6_WR21340_ESE.exe.

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4. After the contents are extracted, the window in Figure A-18 appears. Click the Install Product option on the left side.

Figure A-18 DB2 patch installation

5. The product selection window appears. Click Next to continue.

Figure A-19 Product selection

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6. At the InstallShield wizard window, click Next to continue.

Figure A-20 Installation wizard

7. A status window shows the progress of the installation.

When the installation is finished, the setup completion window appears. Click Finish.

Figure A-21 Setup complete

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8. At the congratulatory window, click Exit First Steps.

Figure A-22 Patch installation complete

Creating the Configuration Manager databaseThe next step is to create a database to be used by MDIST2, Inventory, Activity Planner, Change Manager, and the Pristine Manager feature. Our database user for this task is db2admin and password is smartway. For this example, we create a single database called cm_db to contain all of these tablespaces. This is the database name expected by the Typical installation of Configuration Manager 4.2.3 that we will perform later.

For DB2 only, it is required that the cm_db database exist before the Configuration Manager installation wizard is run. For other RDBMS products, the installation routine creates the database automatically. This is documented in the IBM Tivoli Configuration Manager: Planning and Installation Guide, GC23-4702.

We use the DB2 Control Center to create our database:

1. From your Windows Start menu, select Start → Programs → IBM DB2 → General Administration Tools → Control Center. This opens the window in Figure A-23 on page 86.

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Figure A-23 DB2 Control Center

2. In the left pane, expand the options until you reach Databases, as shown in Figure A-24. Right-click Databases and, from the context menu, select Create → Database Using Wizard.

Figure A-24 Navigating to databases

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3. The window in Figure A-25 appears. Enter CM_DB for the Database name, and click Finish. You do not need any further customization. Watch the DB2 gears go around as DB2 times itself creating your database.

Figure A-25 Database creation wizard

4. When the database is created, a success window appears. For this demonstration database we do not need to worry about tuning, so click No.

Figure A-26 Database creation completion message

5. The CM_DB database should now appear in your Control Center window. You can close the Control Center window and proceed to the next step.

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Create a RIM user IDTivoli software accesses relational databases through a module called Relational Database Interface Module (RIM). We now create a user ID that will be used by the RIM function to access the database:

1. We define the RIM user ID cm_user to Windows. The Typical installation path for Configuration Manager 4.2.3, which we will follow, allows for the use of a single RIM user ID for all database tables.

From your Windows Start menu, select, Start → Programs → Administrative Tools → Computer Management.

2. The window in Figure A-27 appears. In the left pane, expand Local Users and Groups, right-click Users, and select New User.

Figure A-27 Computer management facility

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3. In the New User window, fill in the user ID and password fields:

User name cm_user

Password tivoli

Also, click to de-select the option User must change password at next logon, and click to select the option Password never expires.

Figure A-28 Defining a new user

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4. Figure A-29 shows the options set correctly for the cm_user user ID. Click Create to create the user ID, then click Close.

Figure A-29 Setting the user ID and password

Your Computer Management window should now show the new user ID. You can close the Computer Management window.

Figure A-30 Verifying user ID has been created

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Installing IBM Tivoli Configuration Manager 4.2.3

1. Browse to the root directory of your Configuration Manager 4.2.3 Installation CD image, and execute setup.exe. The window in Figure A-31 appears. Accept English as your language, and click OK to continue.

Figure A-31 IBM Tivoli Configuration Manager installation

2. The introduction window appears. Click Next to continue.

Figure A-32 Introduction window

Note: We assume that the Tivoli Framework has already been installed. It is a prerequisite for the IBM Tivoli Configuration Manager. It is beyond the scope of this paper to describe the installation of the Tivoli Framework.

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3. The license agreement appears. Click I accept the terms in the license agreement, and click Next to continue.

Figure A-33 Terms and conditions

4. In this example, we change the destination directory to C:\Tivoli as shown above, and click Next to continue.

Figure A-34 Destination directory

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5. Accept the Typical installation and click Next to continue.

Figure A-35 Choosing installation type

6. Here we need to change the default setting for the Database client interface home field to match our installation of DB2, and click Next to continue.

Figure A-36 Selecting database manager to use

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7. In our example, we enter tivoli as both the RIM password and the Database administrator password fields. Note that the RIM user name used by default is cm_user. Click Next to continue.

Figure A-37 Setting database access information

8. Review the installation settings and click Next to continue.

Figure A-38 Verify installation options

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9. The installation routine prompts for the location of the installation media. Use the browse buttons at the top of the window to select the parent directory of your installation CD image directories. Click Open.

Figure A-39 Browse for installation media

10.The installation steps proceed. After some time, a success window appears. Click Next to continue.

Figure A-40 Successful installation message

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11.Save any work you have open, and click Finish to reboot your system and continue the installation.

Figure A-41 Reboot prompt

12.After your system reboots and you have logged back in as administrator, the installation continues with the window in Figure A-42. Accept English as your language and click OK to continue.

Figure A-42 Restart of installation process

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13.At the end of a successful installation, the summary window is displayed. Click Finish.

Figure A-43 Installation complete

General procedure for dealing with installation failuresThis paper shows a successful installation of the product, but you might encounter failures during your installation. Configuration Manager has a very nice installation step management interface that becomes visible if you have a failure. Depending on the problem, you might be able to correct the problem and continue the installation. The following general examples show some of the windows you will work with if this happens.

1. If you have a failure in your installation, the window in Figure A-44 on page 98 is displayed. Click Next to continue.

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Figure A-44 Installation failure message

2. The next window shows you the installation steps that have succeeded, and what step has failed. In this example, it is the step of registering the Activity Planner plug-ins. Double-click the line showing an Error status.

Figure A-45 Installation step listing

3. This takes you to another window, where you can see the command that has failed, the parameters that were used, and an output tab that shows detailed log information about the failure. Sometimes this information allows you to

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change something and try the step again. If so, back on the window in Figure A-45 on page 98, you can change the status of the step from Error to Ready, using the drop-down menu below the list of steps.

4. When you have done this, you can click either Run Next or Run All on the right to see whether you have fixed the problem. If not, you can try again. In some cases, if you think you can fix the problem later after completing the installation, you can put the step into a Held status, and continue with the rest of the installation. Afterward, you can re-run the installation to do “held” steps.

Creating a Tivoli command prompt window shortcutNow that you have installed the Tivoli Management Framework and Tivoli Configuration Manager, it is handy to have a shortcut for a Windows command window that is already sourced with the Tivoli environment variables. This enables you to quickly run Tivoli command line interface commands.

1. Right-click anywhere on the background of your Windows desktop, and select New → Shortcut.

2. The Create Shortcut window appears. Click Browse to navigate to C:\WINNT\system32\CMD.EXE and click OK.

Figure A-46 Create shortcut

3. Your window should now look like Figure A-47. Click the command line right after CMD.EXE and add the following command option to the end of the line:

/k C:\WINNT\system32\drivers\etc\Tivoli\setup_env.cmd

Click Next.

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Figure A-47 Create Shortcut window with entries

4. Enter a meaningful name such as Tivoli Command Prompt, then click Finish. Your new Tivoli Command Prompt shortcut will appear on your desktop.

Figure A-48 Naming the Tivoli command prompt

Installing the Tivoli Endpoint AgentWe now have a TMR server and gateway on our demo machine, along with the server and gateway functions of the Configuration Manager components. To be able to perform a fully self-contained demo, we need to install the Tivoli Endpoint Agent so we can perform inventory scans and software distributions to the same

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machine. In our example, we are using a Windows 2000 Server system, so we install that version of the Tivoli agent.

1. Browse to the CD image for Tivoli Management Framework 2 of 2. On that CD image, browse to the LCF\WINNT subdirectory, and run the setup.exe file there.

2. The welcome window appears. Click Next to continue.

Figure A-49 Tivoli endpoint installation

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3. Click Yes to accept the license agreement and continue.

Figure A-50 Endpoint license agreement

4. On the Accounts and File Permissions window, click Next to continue.

Figure A-51 Accounts and file permissions

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5. In our example, we used the Browse button to select C:\Tivoli\lcf as our destination folder. Click Next to continue.

Figure A-52 Endpoint destination folder

6. The ID and password entered here will be used by the Tivoli endpoint agent to gain access to any shared file systems that it might need to access. You would not do this in a production environment. However, in our demo environment, to ensure that we always have the access permissions we require, we use the Administrator user ID shown here. Enter Administrator as the user and smartway as the password. Click Next to continue.

Figure A-53 User and password for remote access from Tivoli endpoint

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7. In this self-contained example, the endpoint agent on this machine will always use the Tivoli gateway on the same machine. Also, we are using the default Tivoli ports for access. In the Options field, fill in -g cm423server+9494, or substitute the name of your machine. The other options that are configured are -D address_notif_interval=300. (This is useful in DHCP environments: The endpoint informs the gateway of its IP address every 300 seconds.) Click Next to continue.

Figure A-54 Port settings for the Tivoli endpoint agent

8. Review the information (Figure A-55 on page 105) and click Next to continue. The Tivoli endpoint agent will be installed and configured, and the endpoint will attempt to log in to the Tivoli gateway.

Note: Another useful option to use for endpoints, like this one where there is an endpoint on the same machine as a gateway, is -D start_delay. This option makes sure that the gateway is up and running before the endpoint starts by delaying the start of the endpoint. However, I've found in my testing that it does not work to include this option in this panel, because the delay causes the initial endpoint connection to time out, and therefore causes the endpoint installation to fail. When the endpoint is installed and running correctly, this option can be added to the last.cfg file, so it can be activated the next time the endpoint starts up.

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Figure A-55 Installation progress

9. If all is successful, you will see the window in Figure A-56. Click Next to continue.

Figure A-56 Successful installation of Tivoli endpoint

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10.Click Finish to complete the installation.

Figure A-57 Endpoint setup is complete

Installing the CM 4.2.3 Windows DesktopThe Windows Desktop console provides automatic login to the Java interfaces for Inventory, MDIST2, Activity Planner, and Change Manager, and enables you to install the endpoint Software Package Editor in an InstallShield mode.

1. Browse to the Configuration Manager 4.2.3 Desktop CD image and execute the setup.exe in its root directory.

2. In the window that appears, accept English as the language and click OK to continue.

Figure A-58 Language selection

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3. Click Next to continue.

Figure A-59 Desktop component installation

4. The License Agreement window appears. Accept the agreement as shown and click Next to continue.

Figure A-60 License agreement window

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5. Click Yes to install the Software Package Editor, then click Next to continue.

Figure A-61 Verification o environment

6. A confirmation window appears (Figure A-62). Click Next to continue.

Figure A-62 Confirmation window

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7. When the installation is finished, you should see the window in Figure A-63. Click Finish.

Figure A-63 Tivoli Configuration Manager desktop installation complete

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Related publications

The publications listed in this section are considered particularly suitable for a more detailed discussion of the topics covered in this Redpaper.

IBM RedbooksFor information about ordering these publications, see “How to get IBM Redbooks” on page 112. Note that some of the documents referenced here might be available only in softcopy.

� All About IBM Tivoli Configuration Manager Version 4.2, SG24-6612

� Troubleshooting Tivoli Using the Latest Features, SG24-6614

Other publicationsThese publications are also relevant as further information sources:

� IBM Tivoli Configuration Manager Planning and Installation Guide Version 4.2.3, GC23-4702

� IBM Tivoli Configuration Manager Reference Manual for Software Distribution Version 4.2.3, SC23-4712

� IBM Tivoli Configuration Manager User's Guide for Software Distribution Version 4.2.3, SC23-4711

� Tivoli Enterprise Installation Guide Version 4.1.1, GC32-0804

� Tivoli Framework Maintenance and Troubleshooting Guide Version 4.1.1, GC32-0807

� Tivoli Framework User’s Guide, GC31-8433

� Tivoli Framework Planning for Deployment Guide Version 4.1.1, GC32-0803

Online resourcesThese Web sites and URLs are also relevant as further information sources:

� Tivoli Software Information Center

http://publib.boulder.ibm.com/tividd/td/tdprodlist.html

© Copyright IBM Corp. 2006. All rights reserved. 111

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How to get IBM RedbooksYou can search for, view, or download Redbooks, Redpapers, Hints and Tips, draft publications and Additional materials, as well as order hardcopy Redbooks or CD-ROMs, at this Web site:

ibm.com/redbooks

Help from IBMIBM Support and downloads

ibm.com/support

IBM Global Services

ibm.com/services

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Index

Symbols.sp file 35.spb package 37

creating 43

AAccess Manager 7ActiveX 4Activity Plan Monitor 6–7Activity Planner 6, 8, 72, 85, 106

activity plan 6Activity Plan Editor 6Activity Plan Monitor 7and Change Manager 7and software distributions 7plug-ins 98

asset control 5asset management 4

Bbuilt format 34

CChange Manager service 7ClearQuestsitedefs.dat 24, 26cm_db database 85, 87configuration file

ClearQuestsitedefs.dat 24creating 28duplicating 31modifying 25saving 30

configuration settingsediting 27

Create Profile dialog 56Create Release Area page 20

DData Moving component 8DB2 UDB 8.1 Fixpack 6

installing 82

© Copyright IBM Corp. 2006. All rights reserved.

DB2 UDB Enterprise Server Editioninstalling 73

DB2 Universal Database 73developers.lnk 12

Ee-mail notification 24, 27endpoint agent 72

installing 100–104port settings 104

Endpoint Software Package Editor 8, 72Enterprise deployment 15Enterprise Directory

Query Facility 8

Ffile server 35–36, 38

HHTTPS protocol 7

IIBM Rational ClearQuest

release area 12IBM Rational License Server 19IBM Rational PurifyPlus

deployment method selection 15IDEs selection 18installation configuration description 19launchpad 16license server setting 19release area 12Release Area path 20setup 14, 17, 21software license agreement 21

IBM Rational PurifyPlus for Windows 2IBM Tivoli Configuration Manager

components and services 4Database 85environment installation 71installation wizard 85installing 8, 91

113

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installing Rational upgrades 68Inventory component 5other features and services 6software package formats 34winstsp command 64

IBM Tivoli Configuration Manager 4.2.3installation path 88installing 91

installation command syntax 32installation image 37Inventory component 5, 62Inventory Gateway 72Inventory scan 7–8Inventory Server and Gateway 8Inventory signature 48ITCM Inventory

software signature capability 69

JJava 1.3 for Tivoli 72Java RDBMS Interface Module (JRIM) 72JavaHelp 1.0 for Tivoli 72

MMATCHED_SWARE table 48, 63

configuration repository 48maximum path length 13MDist2 4

status 65–66Microsoft Visual Basic 3Microsoft Visual Studio 18model-driven development 3multicast distribution 4, 35, 37

Nnot-built format 34–38, 60–63

PurifyPlusSetup software package 61software package 34

Ppolicy region 52–53, 57

Current Resources 57Pristine Manager 8profile manager 7, 52–58, 60, 62PurifyPlusSetup

importing in built format 62importing in not-built format 61

RRational application 2Rational ClearCase 2Rational ClearCase LT 2Rational ClearQuest 2Rational product 11, 35, 64, 68, 72

installing 32overview 2

Rational product release areacreating 12

Rational ProjectConsole 2Rational Purify for Windows 2Rational PurifyPlus

creating software package 39Rational RequisitePro 2Rational Robot 3–4Rational Rose Enterprise Edition 3Rational Rose Professional Ada Edition 3Rational Rose Professional C++ Edition 3Rational Rose Professional Data Modeler Edition 3Rational Rose Professional J Edition 3Rational Rose Professional Modeler Edition 3Rational Rose RealTime 3Rational Rose Visual Basic Edition 3Rational SoDA for Word 3Rational Test Agent 2Rational Test Enablers 4Rational Test Manager 4Redbooks Web site 112

Contact us viiirelease area 11, 35, 37–38, 40–41, 69

creating 12network drive 40standard installation 12

Resource Manager 7round-trip engineering 3

SScalable Collection Service 72Set Subscribers 56Setup wizard 12setup.exe 12–13, 32, 73, 91, 101, 106shortcut

creating 99signature 62sitedefs.dat 12siteprep.exe modify wizard 27SoDA 3

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software distribution 4, 6–8Software Distribution component 4, 7–8, 52, 62–63

integrating with Inventory 48log 67message ID 66on source host 61profile 52

Software Distribution Reference Manual 34Software Distribution Software Package Editor 72software package 38, 49, 57

and multicasting 5block 34–35, 37–38, 44, 48, 62block (built) format 46creating 39–42creating profile 56definition file 34, 62distributing 53file 34–35, 42–43, 60format 34formats 34importing 52, 60importing existing 60importing into Tivoli environment 59–62installing 63–65not-built format 35profile 59PurifyPlusSWD.pm 61removing 46rolling back installation 65variables in 45

Software Package Editor 42, 72–73creating software packages 34default format 35Selector window 43

source host 35, 37, 46, 60–62current files 35specified software package block path 62

sp file 34–35, 43SWARE_SIG table 62

Ttarget environment 8TCP connection 4Tivoli Desktop For Windows 72Tivoli endpoint 100

installation 101Tivoli endpoint agent 100, 103–104Tivoli environment

enterprise directories 8importing a software package 59installing 73

Tivoli Framework Patch 4.1.1 72Tivoli Java Client Framework 72Tivoli Management Framework 7, 52, 73

4.1.1 72Deployment Guide 73installation 73service 73User’s Guide 73, 111

Tivoli management region (TMR) 7, 72, 100Tivoli tasks 6TMR Server Component 72

UUDP broadcast 4UML 3

Vvisual modeling 3

WWeb Gateway 7Web Interface 7Web UI 7WebSphere technology 7wmdist command 65wsetinvswd y command 48, 63wundosp command 65

Index 115

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®

INTERNATIONAL TECHNICALSUPPORTORGANIZATION

BUILDING TECHNICALINFORMATION BASED ONPRACTICAL EXPERIENCE

IBM Redbooks are developed by the IBM International Technical Support Organization. Experts from IBM, Customers and Partners from around the world create timely technical information based on realistic scenarios. Specific recommendations are provided to help you implement IT solutions more effectively in your environment.

For more information:ibm.com/redbooks

Redpaper

Deploying Rational Applications with IBM Tivoli Configuration Manager

Learn how to use Tivoli Configuration Manager to deploy Rational products

Follow step-by-step examples

Simplify management of Rational environments

This IBM Redpaper provides an overview of the Rational product installation process, describes how to create IBM Tivoli Configuration Manager software packages for the Rational products, and demonstrates how these packages can be used to distribute Rational products to a large number of systems. The paper can be used as a reference document to enable clients to perform unattended installations of Rational products.

The installation process applies to a Microsoft Windows-based target environment.

Although some information about Tivoli Configuration Manager is provided, this paper assumes that readers are already familiar with the product.

Back cover