WebSphere Portal v8 Cluster Guide

A Step-By-Step Guide to Configuring a WebSphere Portal v8.
0 Cluster
Hunter Tweed WebSphere Portal Level 2 support Team Lead IBM Raleigh Lab
May 2!"2 # $opyright International Business Ma%hines $orporation 2!"2& 'll rights reserved&
This guide des%ribes a %omprehensive pro%edure (or installing %on(iguring and building an IBM) WebSphere) Portal v*&! %luster using+

IBM WebSphere 'ppli%ation Server *&!&!&, - ./0bit Red Hat 1nterprise Linu2 3&! update 3 4B2 v5&6 (i2pa%7 / IBM Tivoli 4ire%tory Server v.&, IBM HTTP Server *&!
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Table of Contents
' Step0By0Step 8uide to $on(iguring a WebSphere Portal v*&! $luster&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&" Table o( $ontents&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&2 Introdu%tion&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&, $luster $on%epts&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&3 9sing this 8uide&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&. Be(ore you begin&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&5 Main 8uide&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"! " - Install IBM WebSphere Portal v* on the Primary node&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"! 2 0 $on(igure the Primary Portal node to an e2ternal database&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&22 , 0 $reate the WebSphere Portal pro(ile template&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&26 / 0 Install the 4eployment Manager&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&25 3 0 $on(igure the 4eployment Manager&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&/" . 0 :ederate and $luster the Primary ;ode&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&/3 6 0 $on(igure the Portal $luster (or :ederated L4'P Se%urity&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&/5 * 0 Install an additional Portal ;ode&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&33 5 0 :ederate and $luster an additional Portal node&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&.. "! 0 $on(igure the Portal $luster with an e2ternal web server&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&62 'ppendi2 ' - 'lternate Setup Paths&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&** '0" 0 Installing WebSphere Portal and 4eployment Manager on the same server&&&&&&&&&&&&&&&&&&&&&&&&&&&&&** '02 - $reating a 4eployment Manager pro(ile on an e2isting Portal installation&&&&&&&&&&&&&&&&&&&&&&&&&&&&"!, '0, - :ederating Portal to a 4eployment Manager that has L4'P se%urity enabled&&&&&&&&&&&&&&&&&&&&&&&"!5 'ppendi2 B - Supplemental In(ormation&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"". B0" - S%ript to %reate and setup 4B2 databases&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"". B02 - 'dding a <erti%al $luster member&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"2! B0, - 9sing the $on(iguration Wi=ard&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"23 Tips (or $on(iguration Wi=ard&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"23 Running $on(ig1ngine s%ripts using the $on(iguration Wi=ard&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"2. $reating Wor7(lows&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&"25 9sing the $on(igTra%e Log <iewer&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&",, B0/ - How to properly e2tra%t the WebSphere Portal Installation media&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&",3 'bout The 'uthor&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&",6 '%7nowledgments&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&",6 $hange History&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&",*
Introduction
Higher Versions of Portal and WebSphere Application Server 'lthough this guide is spe%i(i%ally written (or ./0bit Portal v*&! and WebSphere 'ppli%ation Server >W'S? v*&!&!&, the same approa%h will apply to any Portal v*&!&2 version or higher and any W'S v*&!&!&2 version higher than *&!&!&, ,2 or ./0bit& Windows/Unix Differences This guide was written using Linu2 as the base operating system however the steps@%on%epts listed in this guide are independent o( operating system& The only signi(i%ant di((eren%e is that (or Windows you must use the bat%h (ile %ommands instead o( the 9;IA shell %ommands listed in this guide& :or e2ample+ UNI + &@startServer&sh WebSphereBPortal Windows! startServer&bat WebSphereBPortal or UNI ! &@$on(ig1ngine&sh %luster0node0%on(ig0%luster0setup Windows! $on(ig1ngine&bat %luster0node0%on(ig0%luster0setup
Database and "DAP exa#ples In the instru%tions (or %on(iguring Portal with the database and L4'P s%reens shots show valid e2amples& 9se values whi%h are appropriate (or your database and L4'P& $onfig%ngine vs $onfig&ration Wi'ard In this guide I use the $on(ig1ngine&bat@sh s%ript (or all $on(ig1ngine tas7s& ' new and improved $on(iguration Wi=ard is in%luded in WebSphere Portal v* and you are wel%ome to use that instead to run any $on(ig1ngine s%ript (ound in this guide& Re(er to 'ppendi2 B0, (or details on how to use the new $on(iguration Wi=ard in v*& Cou may (ind it easier to use that instead o( editing property (iles and running %ommand line s%ripts&
Hostna#es Used in this (&ide To avoid %on(usion with my own hostnames IDve repla%ed ea%h instan%e o( the hostnames o( my servers with a sample value that %orresponds to the server it belongs to so that it may be easier to understand whi%h server IDm re(erring to in my e2amples& I use the (ollowing values+ Primary Portal ;ode 0 myprimaryportal&ibm&%om Se%ondary Portal ;ode - myse%ondaryportal&ibm&%om 4eployment Manager - mydmgr&ibm&%om 4atabase Server - mydbserver&ibm&%om L4'P Server - myldapserver&ibm&%om IBM HTTP Server - mywebserver&ibm&%om
Cluster Concepts
Server ) ' Eava <irtual Ma%hine >E<M? that manages user appli%ations >su%h as WebSphere Portal and Web $ontent Management?& Node ) ' logi%al grouping o( one or more appli%ation servers& ' node does not ne%essarily mean a single physi%al server& $ell ) ' logi%al grouping o( one more nodes& $l&ster ) ' logi%al grouping o( one or more servers a%ross one or more nodes& The servers are managed together and parti%ipate in wor7load management& Servers in a %luster share resour%es su%h as appli%ations& Multiple %lusters %an e2ist in a single %ell but a single %luster %annot e2ist a%ross multiple %ells& :igure " - WebSphere Portal %luster with two nodes ea%h with three %luster members&
Using this Guide

There are many di((erent ways to build a WebSphere Portal %luster& In this guide I use what I %onsider the easiest approa%h to building a %luster with a remote 4eployment Manager >4M8R? (rom s%rat%h& This pro%ess in%ludes all o( the (ollowing %hapters+ "& Installing the Primary Portal node 2& $on(iguring the Primary node (or a remote database ,& 1nabling Portal pro(iles /& Installing the 4eployment Manager on a separate server 3& $on(iguring the 4eployment Manager .& :ederating and $lustering the Primary ;ode 6& 1nabling L4'P Se%urity *& Installing an additional Portal ;ode 5& :ederating and $lustering an additional Portal node "!& $on(igure a web server This approa%h however may not be appropriate (or everyone& What i( you need to put your 4eployment Manager on the same server as your Primary Portal nodeF What i( you already have L4'P se%urity enabled on your 4eployment Manager prior to %reating a %lusterF What i( you want a verti%al %luster insteadF 1a%h o( these variations reGuire an alternate set o( steps to (ollow& To a%%ommodate this I have in%luded appendi2es des%ribing a (ew o( the more %ommon Dalternate pathsD& This guide is designed so that you may seamlessly swap out an irrelevant se%tion o( the main guide and repla%e it with the relevant 'ppendi2& :or e2ample suppose you already have a 4eployment Manager setup and %on(igured with your L4'P& There is no need (or you to (ollow $hapter * (or installing the 4eployment ManagerH you already have one& There is also no need to re0enable L4'P se%urityH itDs already enabled in your 4M8R& Instead you would ta7e this approa%h using these %hapters+ "& Installing the Primary Portal node 2& $on(iguring the Primary node (or a remote database ,& 1nabling Portal pro(iles 3& $on(iguring the 4eployment Manager '02& :ederating and $lustering the Primary ;ode when 4M8R L4'P Se%urity is enabled *& Installing an additional Portal ;ode 5& :ederating and $lustering an additional Portal node "!& $on(igure a web server Cou would s7ip $hapters / (or installing the 4M8R and 6 (or enabling L4'P Se%urity& Cou would repla%e $hapter . with 'ppendi2 '02 (or :ederating and $lustering the Primary ;ode when 4M8R L4'P Se%urity is enabled& .
The (ollowing s%enarios are %overed in this 8uide >along with the order o( $hapters you need to swap or remove?+ Building a WebSphere Portal cluster using a re ote !"G# all fro 9se these %hapters+ " - Install IBM WebSphere Portal v* on the Primary node 2 0 $on(igure the Primary Portal node to an e2ternal database , 0 $reate the WebSphere Portal pro(ile template / 0 Install the 4eployment Manager 3 0 $on(igure the 4eployment Manager . 0 :ederate and $luster the Primary ;ode 6 0 $on(igure the Portal $luster (or :ederated L4'P Se%urity * 0 Install an additional Portal ;ode 5 0 :ederate and $luster an additional Portal node "! 0 $on(igure the Portal $luster with an e2ternal web server Building a WebSphere Portal cluster using a local !"G# all fro scratch$ scratch$
N+,%! This is probably the Gui%7est way to build a %luster i( you are not %on%erned with using a remote 4eployment Manager& 9se these %hapters+ '0" 0 Installing WebSphere Portal and 4eployment Manager on the same server 2 0 $on(igure the Primary Portal node to an e2ternal database , 0 $reate the WebSphere Portal pro(ile template . 0 :ederate and $luster the Primary ;ode 6 0 $on(igure the Portal $luster (or :ederated L4'P Se%urity * 0 Install an additional Portal ;ode 5 0 :ederate and $luster an additional Portal node "! 0 $on(igure the Portal $luster with an e2ternal web server
%sing an e&isting !eploy ent "anager that already has '!AP security enabled$ 9se these %hapters+ " 0 Installing the Primary Portal node 2 0 $on(iguring the Primary node (or a remote database , 0 1nabling Portal pro(iles '0, 0 :ederating and $lustering the Primary ;ode when 4M8R has L4'P Se%urity enabled& * 0 Installing an additional Portal ;ode 5 0 :ederating and $lustering an additional Portal node "! 0 $on(igure a web server Adding a local !eploy ent "anager after installing Portal$ 9se these %hapters+ " 0 Installing the Primary Portal node 2 0 $on(iguring the Primary node (or a remote database , 0 1nabling Portal pro(iles '02 0 $reating a 4M8R pro(ile on an e2isting Portal installation . 0 :ederate and $luster the Primary ;ode 6 0 $on(igure the Portal $luster (or :ederated L4'P Se%urity * 0 Installing an additional Portal ;ode 5 0 :ederating and $lustering an additional Portal node "! 0 $on(igure a web server
Before you begin

This guide does N+, %over the (ollowing+

Installing 4B2 Installing IBM Tivoli 4ire%tory Server $on(iguring the %luster with Web $ontent Management $reating multiple %lusters in a single %ell 'dvan%ed Se%urity %on(iguration
:or more in(ormation on these and other topi%s please visit the IBM WebSphere Portal v*&! Produ%t 4o%umentation+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@2p<iew$ategories&2spFloo7up;ameIIBMJ2!WebSphere J2!PortalJ2!*J2!Produ%tJ2!4o%umentation To per(orm the tas7s des%ribed in this do%ument you need basi% WebSphere Portal and WebSphere 'ppli%ation Server 7nowledge and administration s7ills& Some steps might reGuire the assistan%e o( another system administrator su%h as the database administrator or L4'P administrator& The (ollowing re(eren%es to WebSphere Portal and WebSphere 'ppli%ation Server (ile paths will be used throughout the guide+ K'ppServer rootL 0 The root path o( the 'ppServer dire%tory (or e2ample+ @opt@WebSphere@'ppServer KPortalServer rootL 0 The root path o( the PortalServer dire%tory (or e2ample+ @opt@WebSphere@PortalServer KwpBpro(ileL 0 The root path o( the wpBpro(ile dire%tory (or e2ample+ @opt@WebSphere@wpBpro(ile KdmgrBpro(ileL 0 The root path o( the dmgr pro(ile dire%tory (or e2ample+ @opt@WebSphere@'ppServer@pro(iles@4mgr!" Kplugin rootL 0 The root path o( the WebSphere Plugin dire%tory (or e2ample+ @opt@WebSphere@Plugins
"ain Guide
1 Install IBM WebSphere Portal ! on the Pri"ary node
In this se%tion you will install the IBM Installation Manager and WebSphere Portal on the server you intend to use as your primary portal server& Be(ore installing WebSphere Portal please ensure you review the Planning do%umentation+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@PlanningBtoBinstallBWebSphereBPortalBwp* In this guide the installation was %ompleted as the DrootD user using installation images on a networ7 drive& N+,%! I( you have downloaded the Portal media (rom Passport 'dvantage re(er to Appendix -.* (or instru%tions on how to properly e2tra%t the downloaded images& "& Mpen a terminal window and enter+ ping yourserver.yourcompany.com where yourserver&your%ompany&%om is your a%tual (ully Guali(ied hostname& 2& In the same terminal window enter+ ping localhost to veri(y the Nlo%alhostO networ7 settings are %on(igured properly on your ma%hine& ,& "in&x/UNI environ#ents onl/& 1nsure ulimit 0n is set to "!2/! or higher& ulimit 0n "!2/! /& :rom the WebSphere Portal v* Setup 4<4 or dire%tory run the (ollowing %ommand+ &@setup&sh
"!
3& When the setup wi=ard laun%hes sele%t DInstall PortalD+
.& $hoose the Installation option that is appropriate (or your environment& In this guide we will sele%t DInstall IBM WebSphere Portal (rom the networ7D& 6& Cou will see a prompt (or the networ7 lo%ation& Point this to the Setup@Repository dire%tory and %li%7 MP&
""
*& I( IBM Installation Manager is already installed and upgraded to the level Portal reGuires >v"&3&2? Installation Manager will laun%h& Cou %an s7ip to Step "3& I( IBM Installation Manager is not already installed or at the level Portal reGuires you will be prompted to install@upgrade it+
5& $li%7 ;e2t& "!& '%%ept the Li%ense 'greement and %li%7 ;e2t&
"2
""& $hoose an installation dire%tory (or IBM Installation Manager+ "2& $li%7 ;e2t&
",& Mn the Summary s%reen %li%7 Install to begin the installation& "/& Mn%e Installation %ompletes %li%7 Restart Installation Manager&
",
"3& When Installation Manager laun%hes you should see this s%reen+
".& 8o to :ile Q Pre(eren%es Q Repositories "6& 'dd the repositories (or the Setup dire%tory lo%ation& These should ea%h point to the (ollowing lo%ation+ KPortal Media rootL@Setup@eimage@repository&%on(ig 4oing this will tell IIM to automati%ally load the Portal dire%tory W'S dire%tory and M((ering dire%tory& Re(er to 'ppendi2 B0/ i( ne%essary to see how the Portal Media dire%tory stru%ture should be set up& "*& $li%7 MP to save %hanges&
"/
"5& Mn the Installation Manager laun%h s%reen %li%7 Install& 2!& $he%7 the bo2es to install WebSphere 'ppli%ation Server and WebSphere Portal Server and WebSphere Portal 1nable+
Note! This s%reen may vary depending on the M((ering you are installing& In this e2ample we are installing Portal 1nable so we sele%t both Server and 1nable& I( you were installing 12tend you would sele%t both Server and 12tend& I( you were installing Rust Server you would only sele%t Server& 2"& $li%7 ;e2t&
"3
22& $he%7 the bo2 to install the reGuired WebSphere 'ppli%ation Server (i2es+
2,& '%%ept the li%ense agreement and %li%7 ;e2t& 2/& Sele%t the lo%ation o( the Shared Resour%es dire%tory (or Installation Manager and %li%7 ;e2t+
".
23&
$li%7 IBM WebSphere 'ppli%ation Server to set the installation dire%tory (or WebSphere 'ppli%ation Server&
2.& $li%7 IBM WebSphere Portal Server to set the installation dire%tory (or WebSphere Portal Server&
26& Sele%t any additional translations to install i( reGuired& :or this guide no additional translations were sele%ted&
"6
2*& Review the (eatures to install (or both WebSphere 'ppli%ation Server and WebSphere Portal& :or this guide all o( the de(aults were sele%ted& N+,%! 4o not de0sele%t any WebSphere 'ppli%ation Server (eatures N+,%! 1nsure you install a WebSphere Portal pro(ile >sele%ted by de(ault?& N+,%! 12pand IBM WebSphere 'ppli%ation Server ;etwor7 4eployment *&!&!&, Q IBM So(tware 4evelopment Pit to sele%t ,20bit or ./0bit W'S i( desired&
25& $li%7 ;e2t
"*
,!& :or the Pro(ile Templates Type sele%tion sele%t either :ull or Base& :or this guide Base is used&
,"& $li%7 ;e2t&
"5
,2& :or Pro(ile $on(iguration 4etails set the ;ode ;ame $ell ;ame 'dministrator 9ser I4 and 'dministrator 9ser Password& +ptional+ I( you sele%t the 'dvan%ed $on(iguration radio button at the top o( this s%reen >not shown? you %an also set the $onte2t Root 4e(ault Home Personali=ed Home starting Port range Pro(ile ;ame and Pro(ile Path& :or this guide these were all le(t as the de(aults but you are wel%ome to %on(igure these as you see (it&
,,& ,/&
$li%7 ;e2t $li%7 Install to install the produ%ts&
2!
,3& When the installation %ompletes sele%t ;one (or DWhi%h program do you want to startFO and %li%7 :inish&
,.& <eri(y you %an a%%ess your Portal in a web browser+ http+@@myprimaryportal&ibm&%om+"!!,5@wps@portal 't this point you have su%%ess(ully installed WebSphere Portal v*&! with WebSphere 'ppli%ation Server *&!&!&,&
2"
# $ Configure the Pri"ary Portal node to an e%ternal database

In this se%tion Portal will be %on(igured to use an e2ternal database& :or the purposes o( this do%ument 4B2 will be used as the e2ternal database with Type / drivers& This may vary in your environment& :or more in(ormation about other databases that %an be used with Portal please visit the WebSphere Portal v*&! Produ%t 4o%umentation (or %on(iguring e2ternal databases at this lin7 and (ollow the instru%tions there as appropriate+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@Linu2B%lusteredBserverB$on(iguringByourBportalBtoBuseBaBdataba seBwp* In the environment used (or this guide . databases were %reated (ollowing the instru%tions in the Produ%t 4o%umentation+ R1L4B $MM4B $9S4B E$R4B :4BP4B LM4B In addition the database administrator user Ndb2inst"O will be used as both the $on(iguration and Runtime user I4 (or ea%h database& I( you %hoose to use 4B2 the %ontents o( the SSL (ile used to %reate and prepare the databases is in%luded in Appendix -.01 N+,%+ In order to %reate the databases in 4B2 you must be logged into the system as the database administrator&
"& :rom the primary Portal node ensure the WebSphereBPortal and server" servers are stopped by e2e%uting the (ollowing %ommands (rom the terminal window in the KwpBpro(ileL@bin dire%tory+
./stopServer.sh WebSphere_Portal -user <admin user> -password <admin pwd> ./stopServer.sh server1 -user <admin user> -password <admin pwd>
22
2& 1nsure the database %lient is installed and %on(igured on the node& Sin%e we are using Type / drivers (or 4B2 all that is needed is to %opy the db2R%%/&Rar and db2R%%Bli%enseB%u&Rar (iles (rom the 4B2 server to some dire%tory on the primary Portal server& N+,%! :or Portal v*&! it is re%ommended that you pla%e the Type / drivers into the (ollowing dire%tory+ KwpBpro(ileL@PortalServer@dbdrivers@ Cou will need to %reate a dire%tory %alled DdbdriversD& This will save you the step o( manually %opying drivers over when adding (uture se%ondary nodes to your %luster& ,& 1nsure the remote 4B2 server is started& /& :rom the KwpBpro(ileL@$on(ig1ngine@properties dire%tory ma7e a ba%7up o( the (ollowing (iles+ w7pl%&properties w7pl%Bdbtype&properties w7pl%Bdbdomain&properties 3& 1dit the w7pl%Bdbtype&properties (ile and ma7e the (ollowing %hanges+
db2.DbDriver= om.ibm.db2.! .D"2Driver db2.Db#ibrar$=/opt/%"&/WebSphere/wp_pro'ile/PortalServer/dbdrivers/db2! (.!a r)/opt/%"&/WebSphere/wp_pro'ile/PortalServer/dbdrivers/db2! _li ense_ u.!ar db2.*db Provider+ame=wpdb*D",_db2
N+,%+ The entry (or db2&4bLibrary is an e2ample only& Please ensure this is a valid path on your system& N+,%! I( using Windows ensure the Rar (iles in the 4bLibrary path are separated by a semi0 %olon& Linu2@9ni2 reGuires a %olon& .& 1dit the w7pl%Bdbdomain&properties (ile and ma7e the (ollowing %hanges+
'eedba 'eedba 'eedba 'eedba 'eedba 'eedba 'eedba 'eedba 'eedba -.Db.$pe=db2 -.Db+ame='db-db -.DbS hema=/00D"1,2 -.DataSour e+ame=wpdbDS_'eedba -.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/'db-db)return1lias=56 -.Db3ser=db2inst1 -.DbPassword=password -.Db7untime3ser=db2inst1 -.Db7untimePassword=password
2,
li-eminds.Db.$pe=db2 li-eminds.Db+ame=lmdb li-eminds.DbS hema=li-eminds li-eminds.DataSour e+ame=wpdbDS_li-eminds li-eminds.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/lmdb)return1lias=56 li-eminds.Db3ser=db2inst1 li-eminds.DbPassword=password li-eminds.Db7untime3ser=db2inst1 li-eminds.Db7untimePassword=password release.Db.$pe=db2 release.Db+ame=reldb release.DbS hema=release release.DataSour e+ame=wpdbDS_release release.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/reldb)return1lias=56 release.Db3ser=db2inst1 release.DbPassword=password release.Db7untime3ser=db2inst1 release.Db7untimePassword=password ommunit$.Db.$pe=db2 ommunit$.Db+ame= omdb ommunit$.DbS hema= ommunit$ ommunit$.DataSour e+ame=wpdbDS_ ommunit$ ommunit$.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/ omdb)return1lias=56 ommunit$.Db3ser=db2inst1 ommunit$.DbPassword=password ommunit$.Db7untime3ser=db2inst1 ommunit$.Db7untimePassword=password ustomi8ation.Db.$pe=db2 ustomi8ation.Db+ame= usdb ustomi8ation.DbS hema= ustomi8ation ustomi8ation.DataSour e+ame=wpdbDS_ ustomi8ation ustomi8ation.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/ usdb)return1lias=56 ustomi8ation.Db3ser=db2inst1 ustomi8ation.DbPassword=password ustomi8ation.Db7untime3ser=db2inst1 ustomi8ation.Db7untimePassword=password ! ! ! ! ! ! ! ! ! r.Db.$pe=db2 r.Db+ame=! rdb r.DbS hema=! r r.DataSour e+ame=wpdbDS_! r r.Db3rl=!db )db2)//m$dbserver.ibm. om)45555/! rdb)return1lias=56 r.Db3ser=db2inst1 r.DbPassword=password r.Db7untime3ser=db2inst1 r.Db7untimePassword=password
2/
In steps 6 thru "3 we will set up $ollation Support (or the E$R database& This is only needed (or 4B2 and is re%ommended when the language lo%ales o( your users do not natively %ollate %orre%tly in the 4B2 database& 6& $opy the (ollowing (iles (rom the WebSphere Portal server to a temporary dire%tory on the 4B2 server+
<PortalServer>/! r/wp. ontent.repositor$.install/lib/wp. ontent.repositor$.in stall.!ar <wp_pro'ile root>/PortalServer/! r/ on'i9/re9ister,ollation3D/.emplate.s:l
*& :rom the 4B2 server open a terminal window and %hange dire%tories to+
<db2 instan e home>/s:llib/'un tion
5& :rom the 4B2 server 12e%ute the (ollowing %ommand+

<db2 instan e home>/s:llib/!ava/!d-/bin/!ar -;v' <temporar$ lo ation>/wp. ontent.repositor$.install.!ar
"!& :rom the 4B2 server edit the Ktemporary lo%ationL@register$ollation94:Template&sGl (ile in a te2t editor& ""& $hange all SCHEMA re(eren%es in this (ile to the value you set (or R%r&4bS%hema in w7pl%Bdbdomain&properties& In this %ase the s%hema value is DR%rD& "2& Save the register$ollation94:Template&sGl (ile ",& :rom the 4B2 server %onne%t to the E$R database by e2e%uting the (ollowing %ommand in a terminal window+
db2 onne t to ! rdb user db2inst1 usin9 password
"/&
:rom the same terminal window e2e%ute the SSL s%ript by running the (ollowing %ommand+
db2 -tv' <temporar$ lo ation>/re9ister,ollation3D/.emplate.s:l
"3& 4is%onne%t (rom the E$R4B and restart the 4B2 instan%e&
23
".& Swit%h over to the Primary Portal node and (rom a terminal window %hange dire%tories to KwpBpro(ile rootL@$on(ig1ngine "6& 12e%ute the (ollowing $on(ig1ngine s%ripts to validate the database properties+
./,on'i90n9ine.sh validate-database -DWasPassword=<password>
"*& 12e%ute the (ollowing $on(ig1ngine s%ript to trans(er the database (rom 4erby to 4B2+
./,on'i90n9ine.sh database-trans'er -DWasPassword=<password>
"5& D-2 onl/1 '(ter the database0trans(er s%ript %ompletes %onne%t to ea%h database and per(orm a reorg %he%7 to improve per(orman%e& Cou %an do that (ollowing these steps+ a& :rom the 4B2 server %onne%t to the release database and e2e%ute the (ollowing %ommand+
db2 reor9 h- update statisti s on table all > reor9 h-.t;t
b& Review the reorg%h7&t2t (ile and note any table names that have an T set in the R1MR8 %olumn& %& 12e%ute the (ollowing %ommand (or ea%h table name+
db2 reor9 table <tablename>
d& '(ter you have %ompleted running reorg against all the mar7ed tables (or this database e2e%ute the (ollowing 4B2 %ommands to rebind the database+
db2 terminate db2rbind <database name> -l db2rbind.out -u <db2admin %D> -p <db2admin password
e& Repeat a0d (or %ommunity %ustomi=ation R%r li7eminds and (eedba%7& 2!& Ba%7 on the Portal server %hange dire%tories to KwpBpro(ileL@bin and e2e%ute the (ollowing %ommand to start the Portal server+
./startServer.sh WebSphere_Portal
2"& <eri(y that you %an render Portal su%%ess(ully in a web browser& http+@@myprimaryportal&ibm&%om+"!!,5@wps@portal 't this point you have su%%ess(ully installed WebSphere Portal and %on(igured it to use an e2ternal database&
2.
& $ Create the WebSphere Portal profile te"plate

In this se%tion you will %reate a ba%7up o( the primary nodeDs wpBpro(ile& Cou will also enable the Portal pro(ile templates within the WebSphere 'ppli%ation Server Pro(ile Management tool& This will allow you to %reate new Portal pro(iles in the (uture& Do not s3ip this section1 $ompleting this step is a prereGuisite (or %on(iguring the 4eployment Manager and se%ondary nodes whi%h we will do later in this guide& WA4NIN(! The $on(ig1ngine s%ripts in this se%tion will write to the PortalServer root dire%tory& By de(ault this dire%tory is read@e2e%ute only >33!?& I( you are using a non0root user then this s%ript may (ail as a result& Be(ore e2e%uting as a non0root user give temporary Write a%%ess to the PortalServer root dire%tory (or this user& Cou %an reset permissions a(ter the s%ripts are %ompleted& 1. Start the WebSphereBPortal server (rom the wpBpro(ile@bin dire%tory i( it is not already started+
./startServer.sh WebSphere_Portal
2. Log in to the WebSphere Portal server and go to 'dministration Q Sear%h 'dministration Q Manage Sear%h Q Sear%h $olle%tions 3. $li%7 the 4elete i%on >trash %an? (or ea%h sear%h %olle%tion listed here&
26
4. Log out o( WebSphere Portal 5. Stop the WebSphereBPortal server (rom the wpBpro(ile@bin dire%tory+
./stopServer.sh WebSphere_Portal -user <admin user> -password <admin password>
6. ;avigate to the KwpBpro(ile rootL@PortalServer@R%r@lib@%om@ibm@i%m dire%tory and edit the i%m&properties (ile& 7. $hange this property+
! r.te;tsear h.enabled=true
to
! r.te;tsear h.enabled='alse
8. Save i%m&properties& 9. :rom a terminal window on the primary node navigate to the KwpBpro(ile rootL@$on(ig1ngine dire%tory& 10. 12e%ute the (ollowing $on(ig1ngine s%ript+
./,on'i90n9ine.sh enable-pro'iles -DWasPassword=<password>
N+,%! This s%ript will %reate a ba%7up o( your wpBpro(ile %on(iguration named Portal&%ar and save it to the (ollowing dire%tory+
<PortalServer root>/pro'ile.emplates/de'ault.portal/ on'i91r hives
I( you pla%ed your database drivers within the wpBpro(ile@PortalServer dire%tory then they will be automati%ally %olle%ted& 11. 12e%ute the (ollowing $on(ig1ngine s%ript to pa%7age all o( the pro(ile templates into a single =ip (ile+
./,on'i90n9ine.sh pa -a9e-pro'iles -DWasPassword=<password>
N+,%! This will %reate a =ip (ile %alled pro(ileTemplates&=ip in the (ollowing dire%tory+
<PortalServer root>/pro'ile.emplates
't this point the primary node has been installed and the pro(ile templates have been %reated&
2*
' $ Install the (eploy"ent Manager

In this se%tion you will install the 4eployment Manager on a separate server& 'll o( the (ollowing steps will be %ompleted on the server you intend to use as your deployment manager& This installation will be %ompleted using the WebSphere Portal installation media and will install (rom a networ7 lo%ation& "& :rom the WebSphere Portal v* Setup 4<4 or dire%tory run the (ollowing %ommand+
./setup.sh
,& $hoose the Installation option that is appropriate (or your environment& In this guide we will sele%t DInstall IBM WebSphere Portal (rom the networ7D& /& Cou will see a prompt (or the networ7 lo%ation& Point this to the Setup@Repository dire%tory and %li%7 MP& 25
3& I( IBM Installation Manager is already installed and upgraded to the level WebSphere 'ppli%ation Server reGuires >v"&3&2? Installation Manager will laun%h& Cou %an s7ip to Step "2& I( IBM Installation Manager is not already installed or at the level W'S reGuires you will be prompted to install@upgrade it+
.& $li%7 ;e2t& 6& '%%ept the Li%ense 'greement and %li%7 ;e2t&
,!
*& $hoose an installation dire%tory (or IBM Installation Manager+ 5& $li%7 ;e2t&
"!& Mn the Summary s%reen %li%7 Install to begin the installation& ""& Mn%e Installation %ompletes %li%7 Restart Installation Manager&
,"
",& 8o to :ile Q Pre(eren%es Q Repositories "/& 'dd the repositories (or the Setup dire%tory lo%ation& These should ea%h point to the (ollowing lo%ation+ KPortal Media rootL@Setup@eimage@repository&%on(ig 4oing this will tell IIM to automati%ally load the Portal dire%tory W'S dire%tory and M((ering dire%tory& "3& $li%7 MP to save %hanges& ".& Mn the Installation Manager laun%h s%reen %li%7 Install&
,2
"6& Sin%e we are installing (rom the WebSphere Portal media you will see both the WebSphere 'ppli%ation Server produ%t and WebSphere Portal produ%t in the sele%tion s%reen& Sele%t onl/ WebSphere 'ppli%ation Server and %li%7 ;e2t&
,,
"*& $li%7 the bo2 to install the reGuired WebSphere 'ppli%ation Server (i2es and %li%7 ;e2t+
"5& '%%ept the li%ense agreement and %li%7 ;e2t& 2!& Sele%t the lo%ation o( the Shared Resour%es dire%tory and %li%7 ;e2t&
,/
2"& Sele%t the Installation Lo%ation (or your 4eployment Manager and %li%7 ;e2t+
22& Sele%t any additional languages you want to install and %li%7 ne2t& :or this guide no languages were sele%ted& 2,& Sele%t any additional (eatures you want to install and %li%7 ne2t& :or this guide I used the de(aults& 2/& Mn the summary s%reen %li%7 Install to begin the installation&
,3
23& When the installation %ompletes sele%t the radio button to start the Pro(ile Management Tool to %reate a pro(ile and %li%7 :inish&
2.& When the Pro(ile Management Tool >WebSphere $ustomi=ation Toolbo2? laun%hes %li%7 D$reate&&&D&
,.
26& Sele%t the DManagementD pro(ile type and %li%7 ;e2t&
2*& Sele%t D4eployment ManagerD and %li%7 ;e2t& 25& Sele%t DTypi%alD or D'dvan%edD and %li%7 ;e2t& :or this guide we will use D'dvan%edD& This allows you to %ustomi=e the node name %ell name pro(ile name and pro(ile lo%ation >among other items?& ,!& $he%7 the bo2 to deploy the 'dministrative $onsole&
,6
,"& Sele%t the name and lo%ation you would li7e to use (or the 4eployment Manager pro(ile&
,*
,2& Sele%t the ;ode ;ame Host ;ame and $ell ;ame (or your 4eployment Manager& $li%7 ;e2t& N+,%! 4o not use the same $ell ;ame or ;ode ;ame as your primary Portal node&
,,& I5P+4,AN,1 Sele%t the %he%7bo2 to 1nable 'dministrative se%urity and &se the sa#e &ser ID and password /o& &sed when installing Portal on /o&r pri#ar/ node1 4oing this will save you some heada%hes when %reating your %luster& The %luster setup steps in this guide assume you have used the same I4& I( you do ;MT use the same I4 you may see une2pe%ted problems when %reating your %luster related to the user I4s&
,5
,/&
Sele%t your se%urity %erti(i%ates on the ne2t two s%reens& :or this guide the de(aults were used&
,3& $hange the port numbers i( youDd li7e& :or this guide the port numbers were not %hanged& N+,%! Ma7e note o( the 'dministrative $onsole port and the SM'P port& Both o( these ports will be used later in this guide& ,.& Windows/"in&x onl/1 Sele%t whether to run the 4M8R as a servi%e& :or this guide this option was not sele%ted& ,6& $li%7 $R1'T1 on the summary s%reen& ,*& $li%7 :inish to %omplete the 4M8R pro(ile %reation&
't this point the 4eployment Manager has been installed and the 4M8R pro(ile has been %reated& The de(ault 9RL (or the 4eployment ManagerDs 'dministrative $onsole is+ http+@@mydmgr&ibm&%om+5!.!@ibm@%onsole
/!
) $ Configure the (eploy"ent Manager

In this se%tion you will %on(igure the 4eployment Manager and prepare it (or the (uture Portal %luster& "& :rom a terminal window on your 4eployment Manager navigate to KdmgrBpro(ileL@bin 2& 1nsure the 4eployment Manager is stopped by e2e%uting the (ollowing %ommand+
./stop&ana9er.sh -user <admin user> -password <admin password>
,& :rom the primary Portal node %opy the (ollowing =ip (ile over to a temporary lo%ation on your 4M8R server+ KPortalServer rootL@(iles:or4mgr@(iles:or4mgr&=ip /& Ba%7 on the 4M8R server e2tra%t the (iles:or4mgr&=ip that you Rust %opied over into a temporary dire%tory >KtempL?& 3& 4e#ote D5(4 onl/1 $opy the KtempL@bin@Pro(ileManangement@plugins@%om&ibm&wp&dmgr&pmtB6&!&3 dire%tory to the K4M8R 'ppServer rootL@bin@Pro(ileManagement@plugins dire%tory& .& 4e#ote D5(4 onl/1 $opy the KtempL@lib@w7pl%&%omp&registry&Rar and wp&wire&Rar to the K4M8R 'ppServer rootL@lib dire%tory& 6& 4e#ote D5(4 onl/1 $opy the KtempL@plugins@%om&ibm&pat%h&was&plugin&Rar the %om&ibm&wp&was&plugin&Rar and the wp&base&Rar (iles to the K4M8R 'ppServer rootL@plugins dire%tory& *& 4e#ote D5(4 onl/1 $opy the KtempL@pro(ileTemplates@management&portal&augment dire%tory to the K4M8R 'ppServer rootL@pro(ileTemplates dire%tory& 5& $opy the KtempL@pro(iles@4mgr!"@%on(ig@&repository@metadata&w7pl%&2ml (ile to the K4M8R pro(ile rootL@%on(ig@&repository dire%tory& N+,%+ The N&repositoryO dire%tory is a hidden dire%tory&
/"
In steps "! and "" we will augment the 4M8R pro(ile& This pro%ess automati%ally ma7es the (ollowing %hanges to your 4M8R pro(ile+ 0 In%reases the HTTP %onne%tion timeouts (or the 4M8R server 0 In%reases the SM'P %onne%tor timeout (or EMA in the 4M8R server 0 In%reases the E<M Ma2imum Heap si=e (or the 4M8R server 0 1nables 'ppli%ation Se%urity 0 $reates a DwpsadminsD group in the de(ault (ile repository 0 'dds your administrative user to the DwpsadminsD group& 0 In%reases the soap timeout in the soap&%lient&props (ile&
"!& :rom a terminal window on your 4M8R server %hange dire%tories to K4M8R 'ppServer rootL@bin ""& 12e%ute the (ollowing %ommand to augment the 4M8R pro(ile+
./mana9epro'iles.sh -au9ment -templatePath <D&<7 1ppServer root>/pro'ile.emplates/mana9ement.portal.au9ment -pro'ile+ame <dmgr_profile_name>
Where K4M8R 'ppServer rootL is the root path o( 'ppServer on your 4M8R server and KdmgrBpro(ileBnameL is the name o( your 4eployment Manager pro(ile 4mgr!" (or e2ample&
"2& Start the 4eployment Manager (rom K4M8R pro(ile rootL@bin dire%tory+
./start&ana9er.sh
",& Laun%h the 4eployment Manager administrative %onsole and login& 4e(ault port is 5!.!+ http+@@mydmgr&ibm&%om+5!.!@ibm@%onsole
/2
"/& ;avigate to Se%urity Q 8lobal Se%urity "3& 9nder D9ser '%%ount RepositoryD %li%7 D$on(igureD+
/,
".& In the DPrimary administrative user nameD (ield %hange this value to the (ull distinguished name o( the user using the (ollowing (ormat+ uidIKuser idL oIde(aultWIM:ileBasedRealm In my e2ample my user I4 is NwpadminO there(ore my (ull distinguished name will be+ uidIwpadmin oIde(aultWIM:ileBasedRealm N+,%! This %hange will help prevent user I4 %on(li%ts when we add the (ederated L4'P&
"6& Be(ore saving enter the password (or this user when prompted then save all %hanges& "*& Restart the 4eployment Manager (or the %hanges to ta7e e((e%t& 't this point your 4eployment Manager is %on(igured and ready (or Portal (ederation& I5P+4,AN,! This %luster guide uses the out o( the bo2 (ile repository (or the se%urity %on(iguration to set up the %luster& I( your Portal server is %on(igured (or a di((erent type o( se%urity >su%h as an L4'P? then you #&st %on(igure your 4eployment Manager to use the exact sa#e &ser repositor/ as your Portal node& Mn%e the Portal node is added to the 4eployment ManagerDs %ell it will begin using the 4eployment ManagerDs user repository& If /o&r Portal is config&red for an "DAP and /o&r D5(4 is not6 then /o&r Portal will not f&nction after adding it to the D5(41 I( you need to %on(igure your 4M8R (or L4'P se%urity please do so now& This guide does not %over enabling the 4M8R (or L4'P at this stage o( the %luster %reation pro%ess& We will %on(igure the %luster to use an L4'P repository in a later se%tion o( this guide& //
* $ +ederate and Cluster the Pri"ary ,ode

The ne2t step is to (ederate and %luster the WebSphere Portal node& In this se%tion we will add the primary Portal node to the 4eployment Manager %ell and %reate the %luster& '(ter the (ollowing steps have been %ompleted you will have a (un%tional one node %luster& "& 1nsure the time on your Portal primary node is within 3 minutes o( the time on your 4eployment Manager >4M8R?& :ailure to do so will %ause the add;ode pro%ess to (ail& 2& 1nsure the 4M8R is started& Mn the 4M8R server e2e%ute the (ollowing %ommand (rom the KdmgrBpro(ileL@bin dire%tory+
./start&ana9er.sh
,& Stop WebSphereBPortal and server" by e2e%uting the (ollowing %ommands (rom the KwpBpro(ile rootL@bin dire%tory+
/& 12e%ute the (ollowing %ommand (rom the KwpBpro(ile rootL@bin to add the Portal node to the 4M8R %ell +
./add+ode.sh <dm9r_hostname> <dm9r soap port> -username <dm9r admin %D> -password <dm9r user password> -in ludeapps
:or e2ample+
./add+ode.sh m$dm9r.ibm. om ==>? -username wpadmin -password wppassword -in ludeapps
N+,%! I( you are not sure what your 4M8RDs soap port is you %an obtain it by logging into the 4M8R and navigating to System 'dministration Q 4eployment Manager Q Ports& I5P+4,AN,+ I( the add;ode s%ript (ails (or any reason you must %omplete the (ollowing steps be(ore running add;ode again+ a? Remove the node (rom the 4M8R %ell in %ase 'dd;ode su%%ess(ully %ompleted that step be(ore (ailing& b? Login to the 4M8R and do the (ollowing >these may not e2ist depending on where the (ailure o%%urred?+ i& Remove all 1nterprise appli%ations ii& Remove the WebSphereBPortal server de(inition iii& Remove the E4B$ Provider in(ormation (or WebSphereBPortal
/3
3& Stop the deployment manager by issuing the (ollowing %ommand (rom the Kdmgr pro(ileL@bin dire%tory+
./stop&ana9er.sh -user <admin user> -password <admin pwd>
.& Start the deployment manager by issuing the (ollowing %ommand (rom the Kdmgr pro(ile rootL@bin dire%tory+
./start&ana9er.sh
6& Mn the primary node edit the KwpBpro(ileL@$on(ig1ngine@properties@w7pl%&properties (ile and ensure all o( the (ollowing properties are set appropriately (or your environment+
Was3serid=<D&<7 admin user %D> WasPassword=<D&<7 admin password> Portal1dminPwd=<password> Was7emote@ost+ame=<'ull$ :uali'ied hostname o' D&<7> WasSoapPort=<soap port 'or D&<76 de'ault is ==>?> Server+ame=WebSphere_Portal Primar$+ode=true ,luster+ame=Portal,luster
N+,%! :or the primary node you #&st leave Server;ame as WebSphereBPortal& 4o not %hange it to any other value& *& 1dit KwpBpro(ileL@$on(ig1ngine@properties@w7pl%Bdbdomain&properties and ensure all database user I4s and passwords are a%%urate& 9pdate the deployment manager %on(iguration (or the new WebSphere Portal server by e2e%uting the (ollowing $on(ig1ngine s%ript+
./,on'i90n9ine.sh luster-node- on'i9-post-'ederation -DWasPassword=<password>
5&
"!& $reate the %luster de(inition and add the WebSphereBPortal server as a %luster member by e2e%uting the (ollowing $on(ig1ngine s%ript+
./,on'i90n9ine.sh luster-node- on'i9- luster-setup -DWasPassword=<password>
/.
""& 1nsure that the %luster de(inition was %reated %orre%tly by logging into the 4M8R 'dmin $onsole and browse to Server 0L $lusters 0L WebSphere 'ppli%ation Server $lusters& 'n entry (or your Portal %luster should be present&
In Steps "20". you will enable Session Persisten%e (or the primary %luster member& "2& While logged in to the 4M8R navigate to Servers Q Server Types Q WebSphere appli%ation servers Q WebSphereBPortal Q Session Management Q 4istributed 1nvironment Settings ",& $li%7 the blue lin7 (or DMemory0to0memory repli%ationD+
/6
"/& In the Repli%ation 4omain drop0down menu sele%t the one (or your %luster >e&g& Portal$luster?& "3& In the Repli%ation Mode drop0down menu sele%t DBoth %lient and serverD&
".& $li%7 MP and Save all %hanges& "6& Restart the 4M8R ;ode'gent and WebSphereBPortal server& "*& <eri(y Portal is (un%tional by a%%essing it in your web browser+ http+@@myprimaryportal&ibm&%om+"!!,5@wps@portal
't this point you have su%%ess(ully %ompleted building a one0node %luster using the out o( the bo2 se%urity %on(iguration& In the remaining se%tions we will %on(igure the Portal %luster with a (ederated ldap add an additional hori=ontal node to the %luster and %on(igure a web server with the %luster&
/*
- $ Configure the Portal Cluster for +ederated .(/P Security

This se%tion %overs adding a (ederated L4'P Server to the %lusterDs se%urity %on(iguration& :or more details about L4'P@Se%urity %on(iguration please re(er to the Produ%t 4o%umentation+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@$on(iguringBWebSphereBPortalBtoBuseBaBuserBregistryBonBLinu2 BinBaB%lusteredBenvironmentBwp* In this guide we will %on(igure se%urity in our %luster to a non0SSL (ederated ldap server using IBM Tivoli 4ire%tory Server v.&,& "& :rom the primary node edit the wpBaddB(ederatedBids&properties (ile in the KwpBpro(ileL@$on(ig1ngine@%on(ig@helpers dire%tory& N+,%! Helper (iles (or other L4'P types e2ist in this dire%tory as well& 2& Modi(y the (ollowing properties in this helper (ile to mat%h your L4'P %on(iguration& The values used in this guide are listed below+
'ederated.ldap.id=Portal#dap 'ederated.ldap.host=m$ldapserver.ibm. om 'ederated.ldap.port=A=? 'ederated.ldap.bindD+=uid=wpbindB n=usersBd =ibmBd = om 'ederated.ldap.bindPassword=wpbind 'ederated.ldap.ldapServer.$pe=%DS 'ederated.ldap.baseD+=d =ibmBd = om
N+,%! The remaining properties were le(t as the de(ault values (or the purposes o( this guide& I( you need to modi(y these to suit your environment please do so and re(er to the Produ%t 4o%umentation lin7 above as needed& N+,%! I( your L4'P supports a membership attribute su%h as ibm0all8roups (or IBM Tivoli 4ire%tory Server (ill in one additional property as (ollows+
'ederated.ldap.9 .name=ibm-all<roups
;ot all L4'Ps support a membership attribute& This is an optional parameter but one that %an o((er a signi(i%ant per(orman%e enhan%ement i( available in your L4'P& $he%7 with your L4'P administrator to determine i( your L4'P supports a membership attribute&
/5
,& :rom a terminal window %hange dire%tories to the KwpBpro(ileL@$on(ig1ngine dire%tory and e2e%ute the (ollowing $on(ig1ngine s%ript to validate the properties+ &@,on'i90n9ine.sh validate-'ederated-ldap
-DparentProperties=<wp_pro'ile>/,on'i90n9ine/ on'i9/helpers/wp_add_'ederated_ ids.properties -DSaveParentProperties=true -DWasPassword=<password>
N+,%! By using the

-DparentProperties=<wp_pro'ile>/,on'i90n9ine/ on'i9/helpers/wp_add_'ederated_ ids.properties -DSaveParentProperties=true (lags $on(ig1ngine will automati%ally
save the properties (rom the helper (ile into the w7pl%&properties (ile& /& 12e%ute the (ollowing $on(ig1ngine s%ript to add the (ederated L4'P to the %luster se%urity %on(iguration+ &@,on'i90n9ine.sh wp- reate-ldap -DWasPassword=< urrent password> N+,%! This s%ript does not remove or repla%e the out0o(0the0bo2 (ile user registry& Instead it adds the ldap to the se%urity %on(iguration so that both it and the (ile user registry are in use& Cour Portal 'dministrator 9ser I4 Portal 'dministrator 8roup I4 and W'S 9ser I4 are still in the de(ault out0o(0the0bo2 (ile user registry& 3& Restart the 4M8R the nodeagent on the primary node and the WebSphereBPortal server on the primary node& .& I5P+4,AN,! I( you happen to have a user in your ldap that shares the same shortname as your %urrent Portal@W'S 'dministrator (rom the out0o(0the0bo20(ile registry you will need to e2e%ute the (ollowing $on(ig1ngine s%ript be(ore pro%eeding with the remaining steps+
./,on'i90n9ine.sh wp-modi'$-realm-enable-dn-lo9in -DWasPassword=<password>
:ailure to run this s%ript now %an %ause authenti%ation problems (or the remainder o( these steps& Again this is onl/ needed if /o& have d&plicated shortna#e IDs1 :or e2ample your original I4 is+ uidIwpadmin oIde(aultWIM:ileBasedRealm and you have another DwpadminD I4 in your L4'P+ uidIwpadmin oIusers d%Imy%ompany d%I%om I( you try to login to Portal you will be unable to login to Portal using the shortname& This will only be temporary and will be %orre%ted at the end o( these steps&
3!
6& 12e%ute the (ollowing $on(ig1ngine s%ript to veri(y that all de(ined attributes are available in your newly added ldap+
./,on'i90n9ine.sh wp-validate-'ederated-ldap-attribute- on'i9 -DWasPassword=<current password>
N+,%! To manage the attributes please re(er to the (ollowing do%umentation+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@Linu2B%lusterB'daptingBtheBattributeB%on(igurationBwp*
*& 't this stage your WebSphere Portal environment is using two user repositories+ the out0o(0 the0bo2 (ile registry and the newly %on(igured L4'P user registry& The WebSphere 'ppli%ation Server 'dministrator I4 the Portal 'dministrator 9ser I4 and the Portal 'dministrator 8roup I4 are all %on(igured (or the (ile registry& 12e%ute the (ollowing $on(ig1ngine s%ript to reassign the WebSphere 'ppli%ation Server I4 as a user within your L4'P+ &/,on'i90n9ine.sh wp- han9e-was-admin-user -DWasPassword=< urrent password>
-Dnew1dmin%d=<'ull distin9uished name 'rom ldap> -Dnew1dminPw=<ldap %D password>
:or e2ample this is the e2a%t %ommand I e2e%uted+

./,on'i90n9ine.sh wp- han9e-was-admin-user -DWasPassword=wpadmin -Dnew1dmin%d=uid=wpadminB n=usersBd =ibmBd = om -Dnew1dminPw=wpadmin
N+,%! I( the (ull distinguished name o( your user has a spa%e in it then add the Dnew'dminIdD and Dnew'dminPwD values to your w7pl%&properties (ile instead o( passing them through the %ommand line& N+,%! '(ter running this s%ript the Was9serid value in w7pl%&properties will be updated to re(le%t the new W'S 9ser I4 you spe%i(ied (or Nnew'dminIdO&
3"
5& Restart the 4M8R ;ode'gent and WebSphereBPortal server (or the %hange to ta7e e((e%t& N+,%! When you stop these servers you will need to pass in the user I4@pwd o( the original W'S admin user& The new user will not ta7e e((e%t until the servers have been restarted& N+,%! I( you ran the Dwp0modi(y0realm0enable0dn0loginD s%ript then you will be reGuired to pass in the (ull distinguished name o( the W'S admin user >sin%e the servers are now using it? in order (or authenti%ation to su%%eed& :or e2ample+
./stop&ana9er.sh -user uid=wpadminBo=de'aultW%&/ile"ased7ealm -password <password>
'(ter the servers are restarted the Was9serid and WasPassword will be the ldap user& "!& 12e%ute the (ollowing $on(ig1ngine s%ript to reassign the WebSphere Portal 'dministrator I4 and 8roup I4 to a user and group within your L4'P+
./,on'i90n9ine.sh wp- han9e-portal-admin-user -DWasPassword=<password> -Dnew1dmin%d=<'ull distin9uished name 'rom ldap> -Dnew1dminPw=<ldap %D password> -Dnew1dmin<roup%d=<'ull distin9uished name 'rom ldap>
:or e2ample this is the e2a%t %ommand I e2e%uted+

./,on'i90n9ine.sh wp- han9e-portal-admin-user -DWasPassword=wpadmin -Dnew1dmin%d=uid=wpadminB n=usersBd =ibmBd = om -Dnew1dminPw=wpadmin -Dnew1dmin<roup%d= n=wpadminsB n=9roupsBd =ibmBd = om
N+,%! I( the (ull distinguished name o( your user has a spa%e in it then add the Dnew'dminIdD Dnew'dminPwD and Dnew'dmin8roupIdD values to your w7pl%&properties (ile instead o( passing them through the %ommand line& N+,%! '(ter running this s%ript the Portal'dminId value in w7pl%&properties will be automati%ally updated to re(le%t the I4 value spe%i(ied (or Dnew'dminIdD and the Portal'dmin8roupId value will be automati%ally updated to re(le%t the Dnew'dmin8roupIdD& ""& Restart the 4eployment Manager nodeagent and WebSphereBPortal server on the primary node& N+,%+ 't this point your Was9serid WasPassword Portal'dminId Portal'dminPwd and Portal'dmin8roupId values will be your ldap user and group values& N+,%! I( you ran the Dwp0modi(y0realm0enable0dn0loginD s%ript then you will be reGuired to pass in the (ull distinguished name o( the new L4'P W'S admin user >sin%e the servers are now using it? in order (or authenti%ation to su%%eed& :or e2ample+
./stop&ana9er.sh -user uid=wpadminB n=usersBd =ibmBd = om -password <password>
32
"2& 12e%ute the (ollowing $on(ig1ngine s%ript to list the %urrent user repositories+ &@$on(ig1ngine&sh wp0Guery0repository 04WasPasswordIKpasswordL Cou should see output similar to this+
Cwpl -:uer$-'ederated-repositor$D 0;istin9 /ederated 7epositories Cwpl -:uer$-'ederated-repositor$D 7epositor$ +ame ) EDetailsF Cwpl -:uer$-'ederated-repositor$D GGGGGGGGGGGGGGGGGGGGGGGGGGGGGGG Cwpl -:uer$-'ederated-repositor$D %nternal/ile7epositor$ ) Erepositor$.$pe=/ileB host=#o al@ostF Cwpl -:uer$-'ederated-repositor$D Portal#dap ) Erepositor$.$pe=#D1PB spe i'i 7epositor$.$pe=%DSB host=m$ldapserver.ibm. omF Cwpl -:uer$-'ederated-repositor$D Status = ,omplete
In this e2ample I have two repositories+ Internal:ileRepository - The de(ault (ile user registry PortalLdap - The newly added (ederated ldap ",& In the ne2t steps we will remove the de(ault (ile user registry& This is reGuired (or produ%tion environments& While optional (or other environments it is strongly re%ommended you remove the (ile user registry anyway& :irst we need to ensure that new users and groups are %reated in your L4'P& 1dit the w7pl%&properites (ile in KwpBpro(ile rootL@$on(ig1ngine@properties and set the (ollowing values >these e2amples are (rom my own environment& 1nsure you use values that mat%h your L4'P environment?+
person1 ountParent= n=usersBd =ibmBd = om 9roupParent= n=9roupsBd =ibmBd = om person1 ount7dnProperties=uid 9roup7dnProperties= n
"/& 12e%ute the (ollowing $on(ig1ngine s%ript to ensure that new users and groups are %reated in your L4'P+
./,on'i90n9ine.sh wp-set-entit$t$pes -DWasPassword=<password>
"3& 1dit w7pl%&properties again and set the (ollowing properties+

'ederated.delete.baseentr$=o=de'aultW%&/ile"ased7ealm 'ederated.delete.id=%nternal/ile7epositor$
3,
".& 12e%ute the (ollowing $on(ig1ngine s%ript to remove the de(ault (ile repository+
./,on'i90n9ine.sh wp-delete-repositor$ -DWasPassword=<password>
"6& I( you e2e%uted the Dwp0modi(y0realm0enable0dn0loginD s%ript earlier run the (ollowing $on(ig1ngine s%ript to disable it and allow shortname logins to be (un%tional again+
./,on'i90n9ine.sh wp-modi'$-realm-disable-dn-lo9in -DWasPassword=<password>
"*& Stop the ;ode'gent and WebSphereBPortal server on this node& "5& 1nsure the node is syn%hroni=ed by e2e%uting the (ollowing %ommand (rom the wpBpro(ile@bin dire%tory+
./s$n +ode.sh <dm9r hostname> <dm9r soap port> -user <W1S admin %D> -password <W1S admin password>
:or e2ample+
./s$n +ode.sh m$dm9r.ibm. om ==>? -user wpadmin -password wppassword
2!& Restart the 4M8R ;ode'gent and WebSphere Portal servers& 't this point you have %ompleted building a single node %luster using a remote database and (ederated L4'P server&
3/
! $ Install an additional Portal ,ode

In this se%tion you will install the IBM Installation Manager and WebSphere Portal on the server you intend to use as your se%ond portal server (or the %luster& Be(ore installing WebSphere Portal please ensure you review the Planning do%umentation+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@PlanningBtoBinstallBWebSphereBPortalBwp* In this guide the installation was %ompleted as the DrootD user using installation images on a networ7 drive& "& Mpen a terminal window and enter+ ping yourserver.yourcompany.com where yourserver&your%ompany&%om is your a%tual (ully Guali(ied hostname& 2& In the same terminal window enter+ ping localhost to veri(y the Nlo%alhostO networ7 settings are %on(igured properly on your ma%hine& ,& "in&x/UNI environ#ents onl/& 1nsure ulimit 0n is set to "!2/! or higher& ulimit 0n "!2/! /& :rom the WebSphere Portal v* Setup 4<4 or networ7 drive run the (ollowing %ommand+ &@setup&sh
33
3.
36
""& $hoose an installation dire%tory (or IBM Installation Manager+
"2& $li%7 ;e2t& ",& Mn the Summary s%reen %li%7 Install to begin the installation& "/& Mn%e Installation %ompletes %li%7 Restart Installation Manager&
3*
35
"5& Mn the Installation Manager laun%h s%reen %li%7 Install& $he%7 the bo2es to install WebSphere 'ppli%ation Server and WebSphere Portal Server and WebSphere Portal 1nable+
Note! This s%reen may vary depending on the M((ering you are installing& In this e2ample we are installing Portal 1nable so we sele%t both Server and 1nable& I( you were installing 12tend you would sele%t both Server and 12tend& I( you were installing Rust Server you would only sele%t Server& 2!& $li%7 ;e2t&
.!
2"&
$he%7 the bo2 to install the reGuired WebSphere 'ppli%ation Server (i2es+
22& '%%ept the li%ense agreement and %li%7 ;e2t& 2,& Sele%t the lo%ation o( the SharedResour%es dire%tory (or Installation Manager
."
2/& $li%7 ;e2t&
23&
.2
2.& $li%7 IBM WebSphere Portal Server to set the installation dire%tory (or WebSphere Portal Server&
26& Sele%t any additional translations to install i( reGuired& :or this guide no additional translations were sele%ted&
.,
2*& Review the (eatures to install (or both WebSphere 'ppli%ation Server and WebSphere Portal& De.select the option to create a Portal Server Profile1 N+,%! 4o not de0sele%t any WebSphere 'ppli%ation Server (eatures N+,%! ' WebSphere Portal pro(ile will be %reated later on in this guide&
25& $li%7 ;e2t ,!& $li%7 Install to install the produ%ts&
./
,"& When installation %ompletes sele%t ;one (or DWhi%h program do you want to startFO and %li%7 :inish&
N+,%! While there is an option here to %reate a pro(ile the server is not able to %reate WebSphere Portal pro(iles yet so there is no need to sele%t that option now&
't this point you have su%%ess(ully installed WebSphere Portal v*&! with WebSphere 'ppli%ation Server *&!&!&,& N+,%! There is no pro(ile on this system yet so there is no Portal you %an a%%ess on this node&
.3
0 $ +ederate and Cluster an additional Portal node

This se%tion %overs adding the additional node to the 4eployment Manager %ell and adding a new WebSphereBPortal server as a hori=ontal %luster member to the previously %reated %luster& Mn%e this se%tion is %ompleted you will have a (un%tional two0node hori=ontal %luster using the (ederated L4'P se%urity& "& $opy KPortalServer rootL@pro(ileTemplates@pro(ileTemplates&=ip (rom the Primary Portal node to the newly %reated KPortalServer rootL@pro(ileTemplates dire%tory on the additional node& N+,%! I( you are using a non0root user give this user temporary write a%%ess to the PortalServer dire%tory& 2& 9n=ip the pro(ileTemplates&=ip (ile into the KPortalServer rootL@pro(ileTemplates dire%tory on the additional node& Mverwrite any dupli%ated (iles&
,& 9pdate permissions on the pro(ileTemplates dire%tory by running the (ollowing %ommand (rom the KPortalServer rootL dire%tory+ %hmod 633 0R pro(ileTemplates N+,%! The D%hmodD %ommand is only needed (or Linu2@9ni2 environments& It does not apply to Windows&
/& :rom the KPortalServer rootL@pro(ileTemplates dire%tory e2e%ute the (ollowing %ommand+
./installPortal.emplates.sh <1ppServer root>
where K'ppServer rootL is the WebSphere 'ppli%ation Server root path on your system& :or e2ample+
./installPortal.emplates.sh /opt/%"&/WebSphere/1ppServer
..
3& Mn the WebSphere Portal additional node e2e%ute the (ollowing %ommand (rom the K'ppServer rootL@bin@ dire%tory to %reate the WebSphere Portal pro(ile on this node+
./mana9epro'iles.sh - reate -templatePath <PortalServer root>/pro'ile.emplates/mana9ed.portal -pro'ile+ame <m$_portal_pro'ile> -pro'ilePath <'ull path to pro'ile> - ell+ame < ell_name> -node+ame <node_name> -host+ame <hostname>
:or e2ample i( I wanted to %reate a pro(ile %alled wpBpro(ile with a %ell name o( node2$ell and a nodename o( node2 I would run this %ommand+
./mana9epro'iles.sh - reate -templatePath /opt/%"&/WebSphere/PortalServer/pro'ile.emplates/mana9ed.portal -pro'ile+ame wp_pro'ile -pro'ilePath /opt/%"&/WebSphere/wp_pro'ile - ell+ame node2,ell -node+ame node2 -host+ame m$se ondar$portal.ibm. om
N+,%! 4o N+, use the same node name as your primary node or any other node that may already be part o( the 4M8R %ell& Cou will be unable to add this node to the 4M8R %ell i( the node names are identi%al& N+,%! 4o N+, use the same %ell name as the 4M8R %ell& I5P+4,AN,! 4o N+, use the option to :ederate the pro(ile now& This results in an unusable Portal pro(ile& N+,%! ' WebSphereBPortal server will ;MT be %reated during the pro(ile %reation& The WebSphereBPortal server will be %reated a(ter the node is added to the e2isting %luster&
.& '(ter %reating the pro(ile edit the KPortalServer rootL@wps&properties (ile on the system and add the Pro(ile;ame and Pro(ile4ire%tory properties to this (ile+ Pro(ile;ameIKyour pro(ile nameL Pro(ile4ire%toryIKyour pro(ile dire%tory in%luding the pro(ile nameL :or e2ample+ Pro(ile;ameIwpBpro(ile Pro(ile4ire%toryI@opt@IBM@WebSphere@wpBpro(ile N+,%! Cou may need to temporarily give the MS user write a%%ess to this (ile& N+,%! :or re(eren%e you %an %ompare this (ile to the same (ile on your primary node but do N+, %opy the (ile (rom the primary node&
.6
6& I( you did N+, pla%e your database drivers in the wpBpro(ile@PortalServer dire%tory on your primary node B1:MR1 running the Denable0pro(ilesD s%ript there or i( you are using Type 2 drivers %opy the database drivers to the new Portal node& *& 1nsure the 4eployment Manager is started& 1nsure that the time on the 4eployment Manager server and the time on the additional Portal node server are no more than 3 minutes apart& In the ne2t step we will be (ederating the pro(ile to the 4M8R %ell& 5& :rom the KwpBpro(ile rootL@bin dire%tory e2e%ute the (ollowing %ommand+
./add+ode.sh <dm9r_hostname> <dm9r soap port> -username <dm9r admin %D> -password <dm9r user password>
:or e2ample+
./add+ode.sh m$dm9r. ompan$. om ==>? -username wpadmin -password wppassword
"!& 1dit the w7pl%&properties (ile in the KwpBpro(ile rootL@$on(ig1ngine@properties dire%tory and ensure all o( the (ollowing properties are set+
Was3serid=<D&<7 admin user %D> WasPassword=<D&<7 admin password> Portal1dminPwd=<password> Was7emote@ost+ame=<'ull$ :uali'ied hostname o' D&<7> WasSoapPort=<soap port 'or D&<76 de'ault is ==>?> Server+ame=WebSphere_Portal_2 Primar$+ode='alse ,luster+ame=Portal,luster
N+,%! :or additional nodes Server;ame %an be any value you want besides DWebSphereBPortalD& This server will be %reated by the %luster0setup s%ript& N+,%! 1nsure $luster;ame mat%hes the value o( the e2isting %luster&
""& 1dit the w7pl%Bdbdomain&properties (ile in the KwpBpro(ile rootL@$on(ig1ngine@properties dire%tory and ensure that the database password values are all set %orre%tly& N+,%! This (ile should be pre0populated with your database in(ormation (rom running the Denable0pro(ilesD s%ript on the primary node earlier&
.*
"2& 1dit the w7pl%Bdbtype&properties (ile in the KwpBpro(ile rootL@$on(ig1ngine@properties dire%tory and ensure that the KdbTypeL&4bLibrary value is valid (or this system& N+,%! This (ile should be pre0populated with your database in(ormation (rom running the Denable0pro(ilesD s%ript on the primary node earlier& ",& 1nsure the ;ode'gent is started on this node by running the (ollowing %ommand (rom the KwpBpro(ileL@bin dire%tory+
./start+ode.sh
"/& 12e%ute the (ollowing $on(ig1ngine s%ript to %reate a se%ond WebSphereBPortal %luster member+ &@,on'i90n9ine.sh
luster-node- on'i9- luster-setup-additional -DWasPassword=password
N+,%! This will automati%ally %reate a se%ondary %luster member to your e2isting %luster based on whatever value you set (or Server;ame&
"3& 1dit the Kpro(ile rootL@$on(ig1ngine@properties@w7pl%&properties (ile and set the (ollowing values+ Portal'dminIdIKyour :ull 4; L4'P I4L Portal'dmin8roupIdIKyour :ull 4; L4'P I4L ".& 12e%ute the (ollowing $on(ig1ngine s%ript to update the Portal 'dministrative user (or the new %luster member with the L4'P administrative user+
./,on'i90n9ine.sh update-! r-admin -DWasPassword=<password>
.5
"6& Log in to the 4M8R 'dministrative $onsole and browse to+

Servers -> ,lusters -> WebSphere 1ppli ation Server ,lusters -> ClusterName -> ,luster &embers
'n entry (or WebSphereBPortalB2 should be available&
;ew port numbers have been assigned to the WebSphereBPortalB2 server& To %he%7 what ports are in use with this server navigate to+
Servers -> Server .$pes -> 1ppli ation Servers -> WebSphere_Portal_2 -> Ports
The W$Bde(aulthost is the port used to a%%ess Portal& The de(ault port in this %ase is "!!,5& I( you need to %hange these port numbers you %an do so (rom this s%reen& In Steps "*02, you will enable Session Persisten%e (or the new %luster member& "*& :rom the $luster Members s%reen %li%7 the lin7 (or your new %luster member& "5& ;avigate to Session Management Q 4istributed 1nvironment Settings
6!
2!& $li%7 the blue lin7 (or DMemory0to0memory repli%ationD+
2"& In the Repli%ation 4omain drop0down menu sele%t the one (or your %luster >e&g& Portal$luster?& 22& In the Repli%ation Mode drop0down menu sele%t DBoth %lient and serverD&
2,& $li%7 MP and Save all %hanges& 2/& Restart the 4M8R both nodeagents and both WebSphereBPortal servers& 23& <eri(y (un%tionality o( the new additional node by a%%essing it in a web browser+ http+@@myse%ondaryportal&ibm&%om+"!!,5@wps@portal 't this point you have su%%ess(ully built a two0node WebSphere Portal %luster using a remote database and (ederated ldap se%urity&
6"
11 $ Configure the Portal Cluster 2ith an e%ternal 2eb ser er

This se%tion des%ribes how to %on(igure the Portal %luster with an e2ternal web server& :or more details about web server %on(iguration please visit the WebSphere Portal Server Produ%t 4o%umentation at this lin7+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@PreparingBaBremoteBWebBserverBwhenBportalBisBinstalledBonBLin u2BinBaB%lusteredBenvironmentBwp* In this guide we will %on(igure the Portal %luster with IBM HTTP Server v*&!& N+,%! WebSphere Portal provides installation media (or installing and %on(iguring IBM HTTP Server& I( you are using ele%troni% images re(er to this page (or your spe%i(i% o((ering+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@1le%troni%BimagesBwp* Mn your o((eringDs page (ind the table under +ptional Software titled DList of eAssembly images for IBM WebSphere Application Server !.".".#$. There are / images you will need and these all should be e2tra%ted into the same parent dire%tory >herea(ter re(erred to as KIHS media rootL?& I( you are using 4<4s the 4<4s will be titled+ DIBM WebSphere 'ppli%ation Server <*&! SupplementsD& "& I( you do not have IBM Installation Manager installed on the server you will use as your web server we will install it (irst (rom the Portal Images@4<4s& :rom the Portal Setup Image@4<4 run the (ollowing %ommand+
./setup.sh
62
2& When the Setup Wi=ard laun%hes sele%t DInstall PortalD
,&
Sele%t DInstall I-5 Installation 5anager +nl/1D
6,
/& $li%7 ;e2t on the Pa%7age s%reen&
3& '%%ept the Li%ense 'greement and %li%7 ;e2t&
6/
.& $hoose an Installation 4ire%tory (or IIM and %li%7 ;e2t&
6& $li%7 Install to install IIM& *& When the installation (inishes %li%7 Restart Installation Manager&
63
5& When Installation Manager laun%hes you should see this s%reen+
"!& 8o to :ile Q Pre(eren%es Q Repositories ""& 'dd the repositories (or the IBM HTTP Server WebSphere WebServer Plugin and WebSphere $ustomi=ation Toolbo2& This should point to the (ollowing lo%ation+ KIHS media rootL@repository&%on(ig "2& $li%7 MP to save the %hanges& ",& Mn the Installation Manager s%reen %li%7 Install&
6.
"/& $he%7 the bo2 (or IBM HTTP Server (or WebSphere 'ppli%ation Server Web Server Plug0ins and WebSphere $ustomi=ation Toolbo2& $li%7 ;e2t+
"3& '%%ept the li%ense agreement and %li%7 ;e2t& ".& I( no other produ%ts have been installed with Installation Manager on this server you will see a s%reen to sele%t the Installation dire%tory (or shared obRe%ts used by IIM& $hoose a dire%tory and %li%7 ;e2t&
66
"6& $li%7 the Pa%7age 8roup ;ame (or IBM HTTP Server and sele%t an Installation 4ire%tory+
"*& $li%7 the Pa%7age 8roup ;ame (or DWeb Server Plug0InsD and sele%t an Installation 4ire%tory+
6*
"5& $li%7 the Pa%7age 8roup ;ame (or DWebSphere $ustomi=ation Toolbo2D and sele%t an installation dire%tory then %li%7 ;e2t+
2!& Sele%t any additional (eatures youDd li7e (or the WebSphere $ustomi=ation Toolbo2 and %li%7 ;e2t& :or this guide the de(aults were used&
65
2"& Sele%t the Port youDd li7e the web server to listen on and %li%7 ;e2t+
22& Mn the summary s%reen ensure everything is %orre%t and %li%7 Install to begin the installation&
*!
2,& Mn%e the installation (inishes sele%t the radio button (or WebSphere $ustomi=ation Toolbo2 and %li%7 ;e2t+
2/& When WebSphere $ustomi=ation Toolbo2 loads sele%t DWeb Server Plug0ins $on(iguration ToolD and %li%7 DLaun%h Sele%ted tool+
*"
23& In the DWeb Server Plug0in Runtime Lo%ationD window %li%7 D'ddD& 2.& Provide a Web Server name and the lo%ation o( the WebSphere Plug0ins dire%tory and %li%7 :inish& N+,%! In this e2ample I Rust used Dwebserver"D but it %an be whatever youDd li7e&
26& In the Web server Plug0in $on(igurations window %li%7 D$reateD&
*2
2*& Sele%t your Web Server type and %li%7 ;e2t& In this guide we are using IBM HTTP Server v*&!&
25& Spe%i(y the lo%ation o( the httpd&%on( (ile and the port you would li7e to use (or the web server& $li%7 ;e2t&
*,
,!& Sele%t to Setup IBM HTTP Server 'dministration Server i( youDd li7e& :or the purposes o( this guide this was ;MT sele%ted&
,"& 8ive a name (or your webserver su%h as webserver"& $li%7 ;e2t&
*/
,2& Mn the ne2t s%reen put the hostname o( your 4eployment Manager and %li%7 ;e2t+
,,& $li%7 D$on(igureD to %on(igure the plug0in& ,/& When the pro%ess %ompletes de0sele%t DLaun%h the plug0in %on(iguration roadmapD and %li%7 :inish& ,3& $opy this (ile on your Web Server+ KPlugin rootL@bin@%on(igurewebserver"&sh to your 4eployment Manager server in the K'ppServer rootL@bin dire%tory& ,.& Mn your 4M8R server ensure that the dmgr is running by running this %ommand (rom the Kdmgr pro(ile rootL@bin dire%tory+
./start&ana9er.sh
*3
,6& Unix onl/1 1nsure you have e2e%ute permissions (or the %on(igurewebserver"&sh (ile in the K'ppServer rootL@bin dire%tory+
hmod >>4 on'i9urewebserver1.sh
,*& 12e%ute the (ollowing %ommand (rom the K'ppServer rootL@bin dire%tory+
./ on'i9urewebserver1.sh -pro'ile+ame <dm9r pro'ile name> -user <W1S user id> -password <W1S password>
:or e2ample+
./ on'i9urewebserver1.sh -pro'ile+ame Dm9r51 -user wpadmin -password wpadmin
,5& '(ter the s%ript %ompletes log in to your 4eployment Manager and navigate to Servers 7 Server ,/pes 7 Web Servers /!& $he%7 the bo2 ne2t to your web server name >e&g& webserver"? and %li%7 D8enerate Plug0inD+
N+,%! This will be written to the KdmgrBpro(ileL@%on(ig@%ells@K%ellnameL@nodes@KnodenameL@servers@webserver"@plugin0 %(g&2ml (ile& /"& $opy the plugin0%(g&2ml (ile to the remote web server at the (ollowing dire%tory overwriting the e2isting one+ KpluginBrootL@%on(ig@webserver" *.
/2& Restart the 4M8R web server and nodeagents and WebSphereBPortal servers& /,& <eri(y that you %an a%%ess the Portal %luster via the web server+ http+@@mywebserver&hostname&%om@wps@portal
Conclusion
In this guide you saw how to build a (ully (un%tional WebSphere Portal v*&!&! %luster using an e2ternal database and (ederated L4'P (or se%urity& Cou also saw how to %on(igure a web server to allow (or load balan%ing&
*6
Appendi& A ( Alternate Setup Paths

/$1 $ Installing WebSphere Portal and (eploy"ent Manager on the sa"e ser er
I( you intend to install your 4eployment Manager on the same instan%e as your WebSphere Portal primary node you %an (ollow these steps to install both at the same time& This se%tion repla%es %hapters " / and 3& Be(ore installing WebSphere Portal please ensure you review the Planning do%umentation+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@PlanningBtoBinstallBWebSphereBPortalBwp* In this guide the installation was %ompleted as the DrootD user using installation images on a networ7 drive& N+,%! I( you have downloaded the Portal media (rom Passport 'dvantage re(er to Appendix -.* (or instru%tions on how to properly e2tra%t the downloaded images& "& Mpen a terminal window and enter+ ping yourserver.yourcompany.com where yourserver&your%ompany&%om is your a%tual (ully Guali(ied hostname& 2& In the same terminal window enter+ ping localhost to veri(y the Nlo%alhostO networ7 settings are %on(igured properly on your ma%hine& ,& "in&x/UNI environ#ents onl/& 1nsure ulimit 0n is set to "!2/! or higher& ulimit 0n "!2/! /& :rom the WebSphere Portal v* Setup 4<4 or networ7 drive run the (ollowing %ommand+ &@setup&sh
**
*5
5!
""& $hoose an installation dire%tory (or IBM Installation Manager+ "2& $li%7 ;e2t&
",& Mn the Summary s%reen %li%7 Install to begin the installation& "/& Mn%e Installation %ompletes %li%7 Restart Installation Manager&
5"
52
"5& Mn the Installation Manager laun%h s%reen %li%7 Install& 2!& $he%7 the bo2es to install WebSphere 'ppli%ation Server and WebSphere Portal Server and WebSphere Portal 1nable+
Note! This s%reen may vary depending on the M((ering you are installing& In this e2ample we are installing Portal 1nable so we sele%t both Server and 1nable& I( you were installing 12tend you would sele%t both Server and 12tend& I( you were installing Rust Server you would only sele%t Server& 2"& $li%7 ;e2t&
5,
22& $he%7 the bo2 to install the reGuired WebSphere 'ppli%ation Server (i2es+
2,& '%%ept the li%ense agreement and %li%7 ;e2t& 2/& Sele%t the lo%ation o( the SharedResour%es dire%tory (or Installation Manager 23& $li%7 ;e2t&
5/
2.&
26& $li%7 IBM WebSphere Portal Server to set the installation dire%tory (or WebSphere Portal Server&
53
2*& Sele%t any additional translations to install i( reGuired& :or this guide no additional translations were sele%ted&
25& Review the (eatures to install (or both WebSphere 'ppli%ation Server and WebSphere Portal& To install the 4M8R pro(ile %he%7 the bo2 (or D4eployment Manager Pro(ile augmented with WebSphere PortalD&
,!& $li%7 ;e2t
5.
,"& :or the Pro(ile Templates Type sele%tion sele%t either :ull or Base& :or this guide Base is used&
,2& $li%7 ;e2t&
56
,,& :or Pro(ile $on(iguration 4etails set the ;ode ;ame $ell ;ame 'dminstrator 9ser I4 and 'dministrator 9ser Password& +ptional+ I( you sele%t 'dvan%ed $on(iguration >not shown in s%reenshot? you %an also set the $onte2t Root 4e(ault Home Personali=ed Home starting Port range Pro(ile ;ame and Pro(ile Path& :or this guide these were all le(t as the de(aults but you are wel%ome to %on(igure these as you see (it&
,/&
$li%7 ;e2t
5*
,3& :or the 4eployment Manager pro(ile %on(iguration s%reen pi%7 a ;ode ;ame $ell ;ame 'dmin 9ser I4 and Password and pro(ile name and path& N+,%! 4o ;MT use the same $ell and ;ode name you sele%ted (or your WebSphere Portal pro(ile& 4oing so will prevent you (rom being able to %reate a %luster with these pro(iles& N+,%! 9se the same user I4 and password you set (or the Portal pro(ile& This will save you (rom some trouble when setting up the %luster later& N+,%! The 4M8R and Portal node are going to be on the same server so Host ;ame should be the same&
,.&
$li%7 Install to install the produ%ts&
55
,6& When installation %ompletes sele%t ;one (or DWhi%h program do you want to startFO and %li%7 :inish&
,*& <eri(y you %an a%%ess your Portal in a web browser+ http+@@myprimaryportal&ibm&%om+"!!,5@wps@portal ,5& Start the 4eployment Manager (rom K4M8R pro(ile rootL@bin dire%tory+ &@startManager&sh /!& Laun%h the 4eployment Manager administrative %onsole and login& 4e(ault port when the 4M8R is installed on the Portal Server is 5!."+ http+@@myprimaryportal&ibm&%om+5!."@ibm@%onsole N+,%! Remember the 4M8R is on the primary Portal server so the hostname is the same as PortalDs& "!!
/"& ;avigate to Se%urity Q 8lobal Se%urity /2& 9nder D9ser '%%ount RepositoryD %li%7 D$on(igureD+
"!"
/,& In the DPrimary administrative user nameD (ield %hange this value to the (ull distinguished name o( the user using the (ollowing (ormat+ uidIKuser idL oIde(aultWIM:ileBasedRealm In my e2ample my user I4 is NwpadminO there(ore my (ull distinguished name will be+ uidIwpadmin oIde(aultWIM:ileBasedRealm N+,%! This %hange will help prevent user I4 %on(li%ts when we add the (ederated L4'P&
//& Be(ore saving enter the password (or this user when prompted then save all %hanges& /3& Restart the 4eployment Manager (or the %hanges to ta7e e((e%t& 't this point you have su%%ess(ully installed WebSphere Portal v*&! with WebSphere 'ppli%ation Server *&!&!&,& ' 4eployment Manager pro(ile has been %reated and is now %on(igured and ready (or WebSphere Portal (ederation&
"!2
/$# Creating a (eploy"ent Manager profile on an e%isting Portal installation

Suppose you have already installed WebSphere Portal and have de%ided to put the 4M8R on the same server& Cou %ould %reate a 4eployment Manager pro(ile manually and %on(igure it (ollowing $hapter 3 o( this guide& However you %an use Installation Manager to add and %on(igure a 4eployment Manager pro(ile at the same time& This se%tion will %over how to do that& These instru%tions assume that be%ause you already have WebSphere Portal v* installed you also have Installation Manager installed& "& 1nsure that WebSphereBPortal is stopped (rom the wpBpro(ile@bin dire%tory+
./stopServer.sh WebSphere_Portal -user wpadmin -password wpadmin
2& 1nsure that server" is stopped (rom the %wBpro(ile@bin dire%tory+ N+,%! %wBpro(ile is the $on(iguration Wi=ard pro(ile& :or more details on this please see 'ppendi2 B0, o( this guide&
./stopServer.sh server1.sh -user wpadmin -password wpadmin
,& Laun%h IBM Installation Manager& :rom the KInstallation Manager rootL@e%lipse dire%tory run this %ommand+ ./%"&%& /& When Installation Manager laun%hes you should see this s%reen+
"!,
3& .&
8o to :ile Q Pre(eren%es Q Repositories 'dd the repository (or the Portal media+ Portal@repository&%on(ig Cou %an add the Setup W'S and KM((eringL repositories i( youDd li7e but they will not be used (or this se%tion&
6&
$li%7 MP to save %hanges&
*& $li%7 the DModi(yD button on the Installation Manager main s%reen& 5& Sele%t the WebSphere Portal pa%7age and %li%7 ;e2t+
"!/
"!& Mn the ne2t s%reen e2pand DIBM WebSphere Portal Server *&!&!&!D and sele%t the %he%7bo2 (or D4eployment Manager augmented with WebSphere PortalD+
N+,%! 4o N+, de0sele%t the Portal Server pro(ile& ""& Set the 4M8R hostname nodename %ellname user I4 password pro(ile name and pro(ile Path& N+,%! To ma7e things easier on you when you %reate your %luster use the e2a%t same &ser ID and password that you used (or the Portal installation& N+,%! 9se a uniGue nodename and %ellname& 4o ;MT use the same nodename or %ellname that you used (or the Portal installation& This will %ause the add;ode pro%ess to (ail later&
"!3
"2& Review the summary s%reen& Ma7e sure you are ;MT inadvertently removing any (eatures su%h as your WebSphere Portal pro(ile& I( you see this ,HIS IS -AD8
This is what you should see+
I( anything loo7s in%orre%t go ba%7 and ma7e any ne%essary %orre%tions& I( everything is %orre%t %li%7 Modi(y&
",& When the installation (inishes start the 4eployment Manager (rom the Kdmgr pro(ile rootL@bin dire%tory+ "!.
./start&ana9er.sh
"/& Laun%h the 4eployment Manager administrative %onsole and login& 4e(ault port when the 4M8R is installed on the same server as Portal is 5!."+ http+@@myprimaryportal&ibm&%om+5!."@ibm@%onsole N+,%! Remember the 4M8R is now installed on the primary Portal server so the hostname is the same as PortalDs& "3& ;avigate to Se%urity Q 8lobal Se%urity ".& 9nder D9ser '%%ount RepositoryD %li%7 D$on(igureD+
"!6
"6& In the DPrimary administrative user nameD (ield %hange this value to the (ull distinguished name o( the user using the (ollowing (ormat+ uidIKuser idL oIde(aultWIM:ileBasedRealm In my e2ample my user I4 is NwpadminO there(ore my (ull distinguished name will be+ uidIwpadmin oIde(aultWIM:ileBasedRealm N+,%! This %hange will help prevent user I4 %on(li%ts when we add the (ederated L4'P&
"*& Be(ore saving enter the password (or this user when prompted then save all %hanges& "5& Restart the 4eployment Manager (or the %hanges to ta7e e((e%t&
Cou have su%%ess(ully %reated and augmented a 4eployment Manager pro(ile on a WebSphere Portal server& This appendi2 repla%es %hapters / (or installing the 4eployment Manager and 3 (or $on(iguring the 4eployment Manager&
"!*
/$& +ederating Portal to a (eploy"ent Manager that has .(/P security enabled
In the main guide we enable L4'P se%urity a(ter (ederating the primary Portal node& This se%tion %overs the steps needed i( your 4M8R already has L4'P se%urity enabled be(ore you add your primary Portal node to it& This se%tion repla%es %hapters / 3 . and 6& This se%tion assumes you 7now how to %reate a 4M8R pro(ile and enable L4'P se%urity within it as those steps are not %overed here& These steps %an be applied to a 4M8R with Standalone L4'P se%urity or :ederated L4'P se%urity it does not matter& "& Standalone "DAP sec&rit/ onl/1 I( your 4M8R has Standalone L4'P se%urity enabled you need to update PortalDs w7pl%&properties with the standalone ldap in(ormation& To do that I used the helper (ile lo%ated here+ KwpBpro(ile rootL@$on(ig1ngine@%on(ig@helpers@wpBse%urityBids&properties These were the properties I used+
standalone.ldap.id=Portal#dap standalone.ldap.host=m$ldapserver.ibm. om standalone.ldap.port=A=? standalone.ldap.bindD+=uid=wpbindB n=usersBd =ibmBo= om standalone.ldap.bindPassword=wpbind standalone.ldap.ldapServer.$pe=%DS standalone.ldap.user%d&ap=G)uid standalone.ldap.9roup%d&ap=G) n standalone.ldap.9roup&ember%d&ap=ibmall<roups)member6ibmall<roups)uni:ue&ember standalone.ldap.user/ilter=HIHuid=JvKHob!e t lass=inetLr9PersonKK standalone.ldap.9roup/ilter=HIH n=JvKHob!e t lass=9roupL'3ni:ue+amesKK standalone.ldap.server%d=uid=wpbindB n=usersBd =ibmBo= om standalone.ldap.serverPassword=wpbind standalone.ldap.realm=Portal7ealm standalone.ldap.primar$1dmin%d=uid=wpadminB n=usersBd =ibmBo= om standalone.ldap.primar$1dminPassword=wpadmin standalone.ldap.primar$Portal1dmin%d=uid=wpadminB n=usersBd =ibmBo= om standalone.ldap.primar$Portal1dminPassword=wpadmin standalone.ldap.primar$Portal1dmin<roup= n=wpsadminsB n=9roupsBd =ibmBo= om standalone.ldap.baseD+=d =ibmBo= om standalone.ldap.et.9roup.sear standalone.ldap.et.9roup.ob!e standalone.ldap.et.9roup.ob!e standalone.ldap.et.9roup.sear standalone.ldap.et.persona h/ilter= t,lasses=9roupL'3ni:ue+ames t,lasses/or,reate= h"ases= n=9roupsBd =ibmBo= om
ount.sear h/ilter=
"!5
standalone.ldap.et.persona standalone.ldap.et.persona standalone.ldap.et.persona
ount.ob!e t,lasses=inetLr9Person ount.ob!e t,lasses/or,reate= ount.sear h"ases= n=usersBd =ibmBo= om
standalone.ldap.9m.9roup&ember+ame=uni:ue&ember standalone.ldap.9m.ob!e t,lass=9roupL'3ni:ue+ames standalone.ldap.9m.s ope=dire t standalone.ldap.9m.dumm$&ember=uid=dumm$ standalone.ldap.person1 ountParent= n=usersBd =ibmBo= om standalone.ldap.9roupParent= n=9roupsBd =ibmBo= om standalone.ldap.person1 ount7dnProperties=uid standalone.ldap.9roup7dnProperties= n
I also altered one D'dvan%ed PropertiesD in the helper (ile and le(t the rest as the de(aults but you may (ind that you need to alter more (or your L4'P&
standalone.ldap.9 .name=ibm-all<roups
2& Standalone "DAP onl/1 Import the helper (ile %ontents into the w7pl%&properties (ile by e2e%uting this $on(ig1ngine s%ript (rom the KwpBpro(ile rootL@$on(ig1ngine dire%tory+
./,on'i90n9ine.sh -DparentProperties=<wp_pro'ile root>/,on'i90n9ine/ on'i9/helpers/wp_se urit$_ids.properties -DSaveParentProperties=true
,& :rom a terminal window on your 4eployment Manager navigate to KdmgrBpro(ileL@bin /& 1nsure the 4eployment Manager is stopped by e2e%uting the (ollowing %ommand+
./stop&ana9er.sh -user <admin user> -password <admin password>
3& :rom the primary Portal node %opy the (ollowing =ip (ile over to a temporary lo%ation on your 4M8R server+ KPortalServer rootL@(iles:or4mgr@(iles:or4mgr&=ip .& Ba%7 on the 4M8R server e2tra%t the (iles:or4mgr&=ip that you Rust %opied over into a temporary dire%tory& 6& 4e#ote D5(4 onl/1 $opy the KtempL@bin@Pro(ileManangement@plugins@%om&ibm&wp&dmgr&pmtB6&!&3 dire%tory to the K4M8R 'ppServer rootL@bin@Pro(ileManagement@plugins dire%tory& *& 4e#ote D5(4 onl/1 $opy the KtempL@lib@w7pl%&%omp&registry&Rar and wp&wire&Rar to the K4M8R 'ppServer rootL@lib dire%tory&
""!
5& 4e#ote D5(4 onl/1 $opy the KtempL@plugins@%om&ibm&pat%h&was&plugin&Rar the %om&ibm&wp&was&plugin&Rar and the wp&base&Rar (iles to the K4M8R 'ppServer rootL@plugins dire%tory& "!& 4e#ote D5(4 onl/1 $opy the KtempL@pro(ileTemplates@management&portal&augment dire%tory to the K4M8R 'ppServer rootL@pro(ileTemplates dire%tory& ""& $opy the KtempL@pro(iles@4mgr!"@%on(ig@&repository@metadata&w7pl%&2ml (ile to the K4M8R pro(ile rootL@%on(ig@&repository dire%tory& N+,%+ The N&repositoryO dire%tory is a hidden dire%tory& In steps "2 and ", we will augment the 4M8R pro(ile& This pro%ess automati%ally ma7es the (ollowing %hanges to your 4M8R pro(ile+ 0 In%reases the HTTP %onne%tion timeouts (or the 4M8R server 0 In%reases the SM'P %onne%tor timeout (or EMA in the 4M8R server 0 In%reases the E<M Ma2imum Heap si=e (or the 4M8R server 0 1nables 'ppli%ation Se%urity 0 In%reases the soap timeout in the soap&%lient&props (ile& "2& :rom a terminal window on your 4M8R server %hange dire%tories to K4M8R 'ppServer rootL@bin ",& 12e%ute the (ollowing %ommand to augment the 4M8R pro(ile+
./mana9epro'iles.sh -au9ment -templatePath <D&<7 1ppServer root>/pro'ile.emplates/mana9ement.portal.au9ment -pro'ile+ame <dmgr_profile_name>
Where K4M8R 'ppServer rootL is the root path o( 'ppServer on your 4M8R server and KdmgrBpro(ileBnameL is the name o( your 4eployment Manager pro(ile 4mgr!" (or e2ample& "/& 1nsure the time on your Portal primary node is within 3 minutes o( the time on your 4eployment Manager >4M8R?& :ailure to do so will %ause the add;ode pro%ess to (ail& "3& 1nsure the 4M8R is started& Mn the 4M8R server e2e%ute the (ollowing %ommand (rom the KdmgrBpro(ileL@bin dire%tory+
./start&ana9er.sh
"""
".& Stop WebSphereBPortal and server" by e2e%uting the (ollowing %ommands (rom the KwpBpro(ile rootL@bin dire%tory+
"6& 12e%ute the (ollowing %ommand (rom the KwpBpro(ile rootL@bin to add the Portal node to the 4M8R %ell +
./add+ode.sh <dm9r_hostname> <dm9r soap port> -username <dm9r admin %D> -password <dm9r user password> -in ludeapps
:or e2ample+
./add+ode.sh m$dm9r.ibm. om ==>? -username wpadmin -password wppassword -in ludeapps
N+,%! I( you are not sure what your 4M8RDs soap port is you %an obtain it by logging into the 4M8R and navigating to System 'dministration Q 4eployment Manager Q Ports& I5P+4,AN,+ I( the add;ode s%ript (ails (or any reason you must %omplete the (ollowing steps be(ore running add;ode again+ a? Remove the node (rom the 4M8R %ell in %ase 'dd;ode su%%ess(ully %ompleted that step be(ore (ailing& b? Login to the 4M8R and do the (ollowing >these may not e2ist depending on where the (ailure o%%urred?+ i& Remove all 1nterprise appli%ations ii& Remove the WebSphereBPortal server de(inition iii& Remove the E4B$ Provider in(ormation (or WebSphereBPortal
"*& Stop the deployment manager by issuing the (ollowing %ommand (rom the Kdmgr pro(ileL@bin dire%tory+
./stop&ana9er.sh -user <dm9r admin user> -password <dm9r admin pwd>
"5& Start the deployment manager by issuing the (ollowing %ommand (rom the Kdmgr pro(ile rootL@bin dire%tory+
./start&ana9er.sh
""2
N+,%! ;ow that the node has been (ederated it has inherited the 4M8RDs se%urity %on(iguration& The WebSphere Portal server will not (un%tion %orre%tly yet so do not be surprised i( you try to start Portal and %annot a%%ess it& 2!& Mn the primary node edit the KwpBpro(ileL@$on(ig1ngine@properties@w7pl%&properties (ile and ensure all o( the (ollowing properties are set appropriately (or your environment+
Was3serid=<D&<7 admin user %D> WasPassword=<D&<7 admin password> Portal1dminPwd=<Portal password> Was7emote@ost+ame=<'ull$ :uali'ied hostname o' D&<7> WasSoapPort=<soap port 'or D&<76 de'ault is ==>?> Server+ame=WebSphere_Portal Primar$+ode=true ,luster+ame=Portal,luster
N+,%! :or the primary node you #&st leave Server;ame as WebSphereBPortal& 4o not %hange it to any other value& 2"& 1dit KwpBpro(ileL@$on(ig1ngine@properties@w7pl%Bdbdomain&properties and ensure all database user I4s and passwords are a%%urate& 22& 9pdate the deployment manager %on(iguration (or the new WebSphere Portal server by e2e%uting the (ollowing $on(ig1ngine s%ript+
./,on'i90n9ine.sh luster-node- on'i9-post-'ederation -DWasPassword=<password>
2,& $reate the %luster de(inition and add the WebSphereBPortal server as a %luster member by e2e%uting the (ollowing $on(ig1ngine s%ript+ &/,on'i90n9ine.sh
luster-node- on'i9- luster-setup -DWasPassword=<password>
"",
2/& 1nsure that the %luster de(inition was %reated %orre%tly by logging into the 4M8R 'dmin $onsole and browse to Server 0L $lusters 0L WebSphere 'ppli%ation Server $lusters& 'n entry (or your Portal %luster should be present&
In Steps 23025 you will enable Session Persisten%e (or the primary %luster member& 23& ;avigate to Servers Q Server Types Q WebSphere appli%ation servers Q WebSphereBPortal Q Session Management Q 4istributed 1nvironment Settings 2.& $li%7 the blue lin7 (or DMemory0to0memory repli%ationD+
26& In the Repli%ation 4omain drop0down menu sele%t the one (or your %luster >e&g& Portal$luster?&
""/
2*& In the Repli%ation Mode drop0down menu sele%t DBoth %lient and serverD&
25& $li%7 MP and Save all %hanges& ,!& 't this point the WebSphere Portal server will not (un%tion due to the %hange in se%urity (rom the standalone node to the 4M8R %ell& The Portal administrative user and group must be updated to mat%h a user I4 and group I4 in the 4M8RDs user repository& 12e%ute the (ollowing $on(ig1ngine s%ript+
./,on'i90n9ine.sh wp- han9e-portal-admin-user -Dnew1dmin%d=<Portal admin %D in #D1P> -Dnew1dminPw=<Portal admin password 'rom #D1P> -Dnew1dmin<roup%d=<Portal 9roup %D in #D1P>
:or e2ample this is what I used+

./,on'i90n9ine.sh wp- han9e-portal-admin-user -Dnew1dmin%d=uid=wpadminB n=usersBd =ibmBd = om -Dnew1dminPw=wpadmin -Dnew1dmin<roup%d= n=wpsadminsB n=9roupsBd =ibmBd = om
,"& Restart the 4M8R nodeagent and WebSphereBPortal server&
Cou have su%%ess(ully (ederated and %lustered a primary WebSphere Portal server to a 4eployment Manager that already had L4'P se%urity enabled& This se%tion repla%es the (ollowing %hapters+ $hapter / - Installing the 4M8R& Here we assume the 4M8R is already installed& $hapter 3 - $on(iguring the 4M8R& Some o( the steps in the main guide assume de(ault se%urity& That does not apply here& $hapter . - :ederating and $lustering the Primary ;ode& That is the bul7 o( this se%tion& $hapter 6 - $on(iguring L4'P se%urity& Se%urity is already enabled in this se%tionH no need to redo it& ""3
Appendi& B ( Supple ental )nfor ation

B$1 Script to create and setup (B# databases
N+,%! The s%ript provided is based on the 4B2 %ommands (ound on this page in the Produ%t 4o%umentation+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@Linu2B%lusteredBserverB$reatingBaBremoteBorBlo%alB4B2Bdatabas eBmanuallyBwp* The (ollowing se%tion %ontains the %ontents o( the SSL s%ript used to %reate the WebSphere Portal 4B2 databases& To use this s%ript %omplete the (ollowing steps+ 1. $opy the %ontents o( this se%tion into a te2t (ile 2. 1dit the database names user names and passwords in the (ile to mat%h those o( your intended environment& Do N+, %hange the E$R bu((erpool or tablespa%e names& These #&st be the values listed here& 3. Save the (ile as a &sGl (ile >(or e2ample $reate4atabases&sGl? 4. $opy the (ile to a temporary dire%tory on the 4B2 server& 5. 's the database administrator e2e%ute the s%ript+ db2 0tv( Ktemporary lo%ationL@$reate4atabases&sGl This s%ript does all o( the (ollowing+ $reates and updates si2 databases >you may %hange these names?+ reldb %omdb %usdb& R%rdb lmdb (db7db $reates bu((erpools (or R%rdb& D+ N+, %hange these names+ I$MLS:R1SBP/ I$MLS<ML'TIL1BP/ I$MLSM'I;BP,2 $MBM'I;/& $reates tablespa%es (or R%rdb& D+ N+, %hange these names+ I$ML:S,2 I$ML;:,2 I$M<:S!/ I$MS:S!/ $MBI;<!/ I$MLSSCSTSP'$1,2 I$MLSSCSTSP'$1/ I$MLS9SRTSP'$1/
"".
IIIIIIIB18I; $MPC H1R1III4M ;MT I;$L941 THIS LI;1IIIIIIIIII

,701.0 D" reldb usin9 odeset 3./-= territor$ us P1<0S%M0 =1?26 3PD1.0 D" ,/< /L7 reldb 3S%+< applheaps8 (5?N6 3PD1.0 D" ,/< /L7 reldb 3S%+< app_ tl_heap_s8 152(6 3PD1.0 D" ,/< /L7 reldb 3S%+< stmtheap A2>N=6 3PD1.0 D" ,/< /L7 reldb 3S%+< dbheap 2(556 3PD1.0 D" ,/< /L7 reldb 3S%+< lo -list 15556 3PD1.0 D" ,/< /L7 reldb 3S%+< lo9'ilsi8 (5556 3PD1.0 D" ,/< /L7 reldb 3S%+< lo9primar$ 126 3PD1.0 D" ,/< /L7 reldb 3S%+< lo9se ond 256 3PD1.0 D" ,/< /L7 reldb 3S%+< lo9bu's8 A26 3PD1.0 D" ,/< /L7 reldb 3S%+< av9_appls 46 3PD1.0 D" ,/< /L7 reldb 3S%+< lo -timeout A56 3PD1.0 D" ,/< /L7 reldb usin9 13.L_&1%+. o''6 ,701.0 D" omdb usin9 odeset 3./-= territor$ us P1<0S%M0 =1?26
3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7
omdb 3S%+< applheaps8 (5?N6 omdb 3S%+< app_ tl_heap_s8 152(6 omdb 3S%+< stmtheap A2>N=6 omdb 3S%+< dbheap 2(556 omdb 3S%+< lo -list 15556 omdb 3S%+< lo9'ilsi8 (5556 omdb 3S%+< lo9primar$ 126 omdb 3S%+< lo9se ond 256 omdb 3S%+< lo9bu's8 A26 omdb 3S%+< av9_appls 46 omdb 3S%+< lo -timeout A56 omdb usin9 13.L_&1%+. o''6
,701.0 D"
usdb usin9
odeset 3./-= territor$ us P1<0S%M0 =1?26
3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7
usdb 3S%+< applheaps8 (5?N6 usdb 3S%+< app_ tl_heap_s8 152(6 usdb 3S%+< stmtheap A2>N=6 usdb 3S%+< dbheap 2(556 usdb 3S%+< lo -list 15556 usdb 3S%+< lo9'ilsi8 (5556 usdb 3S%+< lo9primar$ 126 usdb 3S%+< lo9se ond 256
""6
3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7 3PD1.0 D" ,/< /L7
usdb 3S%+< lo9bu's8 A26 usdb 3S%+< av9_appls 46 usdb 3S%+< lo -timeout A56 usdb usin9 13.L_&1%+. o''6
,701.0 D" ! rdb usin9
3PD1.0 D" ,/< /L7 ! rdb 3S%+< applheaps8 (5?N6 3PD1.0 D" ,/< /L7 ! rdb 3S%+< app_ tl_heap_s8 152(6 3PD1.0 D" ,/< /L7 ! rdb 3S%+< stmtheap A2>N=6 3PD1.0 D" ,/< /L7 ! rdb 3S%+< dbheap 2(556 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo -list 15556 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo9'ilsi8 (5556 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo9primar$ 126 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo9se ond 256 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo9bu's8 A26 3PD1.0 D" ,/< /L7 ! rdb 3S%+< av9_appls 46 3PD1.0 D" ,/< /L7 ! rdb 3S%+< lo -timeout A56 3PD1.0 D" ,/< /L7 ! rdb usin9 13.L_&1%+. o''6
,701.0 D" lmdb usin9
3PD1.0 D" ,/< /L7 lmdb 3S%+< applheaps8 (5?N6 3PD1.0 D" ,/< /L7 lmdb 3S%+< app_ tl_heap_s8 152(6 3PD1.0 D" ,/< /L7 lmdb 3S%+< stmtheap A2>N=6 3PD1.0 D" ,/< /L7 lmdb 3S%+< dbheap 2(556 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo -list 15556 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo9'ilsi8 (5556 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo9primar$ 126 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo9se ond 256 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo9bu's8 A26 3PD1.0 D" ,/< /L7 lmdb 3S%+< av9_appls 46 3PD1.0 D" ,/< /L7 lmdb 3S%+< lo -timeout A56 3PD1.0 D" ,/< /L7 lmdb usin9 13.L_&1%+. o''6
,701.0 D" 'db-db usin9
3PD1.0 D" ,/< /L7 'db-db 3S%+< applheaps8 (5?N6 3PD1.0 D" ,/< /L7 'db-db 3S%+< app_ tl_heap_s8 152(6 3PD1.0 D" ,/< /L7 'db-db 3S%+< stmtheap A2>N=6
""*
3PD1.0 D" ,/< /L7 'db-db 3S%+< dbheap 2(556 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo -list 15556 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo9'ilsi8 (5556 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo9primar$ 126 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo9se ond 256 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo9bu's8 A26 3PD1.0 D" ,/< /L7 'db-db 3S%+< av9_appls 46 3PD1.0 D" ,/< /L7 'db-db 3S%+< lo -timeout A56 3PD1.0 D" ,/< /L7 'db-db usin9 13.L_&1%+. o''6
,L++0,. .L ! rdb 3S07 db2inst1 3S%+< password6 ,701.0 "3//07PLL# %,&#S/70O"P( S%M0 1555 P1<0S%M0 ( 26 ,701.0 "3//07PLL# %,&#SPL#1.%#0"P( S%M0 1N555 P1<0S%M0 ( 26 ,701.0 "3//07PLL# %,&#S&1%+"PA2 S%M0 1N555 P1<0S%M0 A2 26 ,701.0 "3//07PLL# ,&"&1%+( S%M0 1555 P1<0S%M0 ( 26 ,701.0 70<3#17 .1"#0SP1,0 %,&#/OA2 P1<0S%M0 A2 2 &1+1<0D "Q SQS.0& 3S%+< HR%,&#/OA2RK "3//07PLL# %,&#S&1%+"PA26 ,701.0 70<3#17 .1"#0SP1,0 %,&#+/A2 P1<0S%M0 A2 2 &1+1<0D "Q SQS.0& 3S%+< HR%,&#+/A2RK "3//07PLL# %,&#S&1%+"PA26 ,701.0 70<3#17 .1"#0SP1,0 %,&P/O5( P1<0S%M0 ( 2 &1+1<0D "Q SQS.0& 3S%+< HR%,&P/O5(RK "3//07PLL# %,&#SPL#1.%#0"P(6 ,701.0 70<3#17 .1"#0SP1,0 %,&S/O5( P1<0S%M0 ( 2 &1+1<0D "Q SQS.0& 3S%+< HR%,&S/O5(RK "3//07PLL# %,&#S/70O"P(6 ,701.0 70<3#17 .1"#0SP1,0 ,&"%+P5( P1<0S%M0 ( 2 &1+1<0D "Q SQS.0& 3S%+< HR,&"%+P5(RK "3//07PLL# ,&"&1%+(6 ,701.0 SQS.0& .0&PL717Q .1"#0SP1,0 %,&#SSQS.SP1,0A2 P1<0S%M0 A2 2 &1+1<0D "Q SQS.0& 3S%+< HRi mlss$stspa eA2RK "3//07PLL# %,&#S&1%+"PA26 ,701.0 SQS.0& .0&PL717Q .1"#0SP1,0 %,&#SSQS.SP1,0( P1<0S%M0 ( 2 &1+1<0D "Q SQS.0& 3S%+< HRi mlss$stspa e(RK "3//07PLL# %,&#SPL#1.%#0"P(6 ,701.0 3S07 .0&PL717Q .1"#0SP1,0 %,&#S3S7.SP1,0( P1<0S%M0 ( 2 &1+1<0D "Q SQS.0& 3S%+< HRi mlsusrtspa e(RK "3//07PLL# %,&#SPL#1.%#0"P(6 3PD1.0 D" ,/< /L7 ! rdb 3S%+< D/._O307QLP. 26 3PD1.0 D" ,/< /L7 ! rdb 3S%+< P,2,1,@0SM 1NA=(6
D%S,L++0,. ! rdb6 .07&%+1.06
IIIIIII1;4 $MPC H1R1III4M ;MT I;$L941 THIS LI;1IIIIIIIIII ""5
B$# /dding a 3ertical Cluster "e"ber

'(ter %reating your %luster you may need to add additional members to the %luster& This se%tion will des%ribe how to properly add a verti%al %luster member to your %luster& ' Dverti%al %luster memberD is an additional WebSphereBPortal E<M on an e2isting (ederated Portal node& Cou are not reGuired to install an additional WebSphere Portal installation or pro(ile on any server to %reate a verti%al %luster member& "& :rom a %ommand window navigate to K'ppServer rootL@pro(iles@4mgr!"@bin 2& 12e%ute the (ollowing %ommand+ &@start&ana9er.sh ,& Mn%e the 4M8R is open (or e0business laun%h a web browser and a%%ess the 4M8R 'dministrative $onsole+ http+@@mydmgr&ibm&%om+5!.!@ibm@%onsole /& ;avigate to Servers 0L $lusters 0L WebSphere 'ppli%ation Server %lusters 0L %ortalCluster 0L $luster Members
3& $li%7 D;ewD
"2!
.& Mn the ne2t s%reen enter the (ollowing in(ormation+ Member ;ame 0 The new member name >(or e2ample WebSphereBPortalB,? N+,%! Do not &se an/ na#e that contains a space Sele%t ;ode - Sele%t a node that is part o( your %luster 8enerate 9niGue HTTP Ports - 1nsure this is %he%7ed
6& $li%7 N'dd MemberO to add the new member to the table on this s%reen& *& $li%7 N;e2tO 5& Review the summary s%reen and %li%7 :inish&
"2"
"!& Save the %hanges ""& ;avigate to Server Types Q WebSphere 'ppli%ation Servers Q WebSphere&%ortal&# Q Ports and note the (ollowing two port values+ W$Bde(aulthost W$Bde(aulthostse%ure
"2& 9pdate the <irtual Hosts to in%lude these two ports i( they are not already present+ a? ;avigate to 1nvironment Q <irtual Hosts Q de(aultBhost Q Host 'liases b? $li%7 N;ewO %? Set Hostname to T d? Set Port to the value o( W$Bde(aulthost >in this e2ample "!!3!? e? $li%7 NMPO (? Repeat a0e (or W$Bde(aulthostBse%ure >in this e2ample "!!3,? g? Save %hanges
",& 1nable 4ynami% Repli%ation on the new %luster member& a? ;avigate to Servers Q Server ,/pes 7 WebSphere Application Servers 7 WebSphere_Portal_3 7 $ontainer Services 7 D/na#ic $ache Service b? Set $a%he Si=e to ,!!! entries %? $he%7 the 1nable $a%he Repli%ation Bo2 d? Sele%t N;ot SharedO (rom the Repli%ation Type drop0down menu
"22
e? $li%7 NMPO and save %hanges&
"/& ;avigate to Servers Q Server Types Q WebSphere appli%ation servers Q WebSphereBPortal Q Session Management Q 4istributed 1nvironment Settings "3& $li%7 the blue lin7 (or DMemory0to0memory repli%ationD+
"2,
".& In the Repli%ation 4omain drop0down menu sele%t the one (or your %luster >e&g& Portal$luster?& "6& In the Repli%ation Mode drop0down menu sele%t DBoth %lient and serverD&
"*& $li%7 MP and Save all %hanges& "5& :rom the Portal node that you %reated the verti%al %luster member on open a terminal window and %hange dire%tories to the KwpBpro(ile rootL@$on(ig1ngine dire%tory& 2!& 12e%ute the (ollowing $on(ig1ngine s%ript to remove server0s%oped entries (rom the new %luster member+
./,on'i90n9ine.sh luster-node- on'i9-verti al- luster-setup -DServer+ame=WebSphere_Portal_3 -DWasPassword=password
where Server;ame is set to your new verti%al %luster member name& In this %ase WebSphereBPortalB, is my new verti%al %luster member& N+,%! The verti%al %luster member may not (un%tion %orre%tly until this step has been %ompleted su%%ess(ully& 2"& Syn%hroni=e the nodes and restart the 4M8R nodeagents and %luster members& 22& <eri(y you %an a%%ess your new %luster member in a 9RL using the port de(ined (or W$Bde(aulthost in step "" >assuming the verti%al %luster membe was %reated on the primary portal node?+ http+@@myprimaryportal&ibm&%om+"!!3!@wps@portal
"2/
B$& Using the Configuration Wi4ard

There is a brand new %on(iguration wi=ard in WebSphere Portal v*& The %on(iguration wi=ard is used to run $on(ig1ngine s%ripts using a 89I inter(a%e instead o( (rom the %ommand line with the D$on(ig1ngine&sh@batD s%ript& In previous releases the $on(iguration Wi=ard was a Rava appli%ation that you laun%hed on your Portal server& In v* it is a servlet that is deployed to its own pro(ile >%wBpro(ile? and is a%%essed (rom the web& It also in%ludes a (eature %alled Dwor7(lowsD that allow you to generate %ustom s%ripts to a%%omplish a string o( tas7s& This is parti%ularly use(ul i( you have to e2e%ute the same steps on multiple environments& I did not use the $on(iguration Wi=ard in any o( the $on(ig1ngine steps in this guide however you may de%ide that you would rather use the wi=ard instead o( updating property running %ommands& In this se%tion I will brie(ly e2plain how to run $on(ig1ngine %ommands (rom the v* $on(iguration Wi=ard and how to generate a basi% wor7(low (or %luster setup&
*ips for Configuration Wi+ard

4e(ault lo%ation o( %wBpro(ile is K'ppServer rootL@pro(iles@%wBpro(ile& 9ses server" in this pro(ile and the de(ault port is 5!.!& :ile 9ser Repository is set up by de(ault and the same I4 you used during Portal installation is used here& 1ven though initially the Portal pro(ile and $on(iguration Wi=ard pro(ile use the same user I4s the %wBpro(ile user repository is %ompletely separate (rom the Portal user repository& I( you %on(igure Portal to use an L4'P it does ;MT %on(igure %wBpro(ile to use the same L4'P& In%ludes log viewer (or $on(igTra%e&log that is designed so you %an easily see what tas7s have been e2e%uted what tas7s were su%%ess(ul@(ailed and results o( ea%h& :or more details please visit the WebSphere Portal produ%t do%umentation+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@$on(igurationBWi=ardBwp*
"23
#unning Config,ngine scripts using the Configuration Wi+ard

"& :rom the %wBpro(ile@bin dire%tory laun%h server" using the startServer %ommand+ &@startServer&sh server" 2& Log into the W'S 'dmin $onsole (or this server+ http+@@myprimaryportal&ibm&%om+5!.!@ibm@%onsole ,& Mn the le(t hand side %li%7 the lin7 (or $on(iguration Wi=ard+
"2.
/& When the Wi=ard loads %li%7 the NRun Tas7sO lin7 on the right0hand side o( the s%reen+
3& Mn the ne2t s%reen enter the name o( the $on(ig1ngine tas7 youDd li7e to e2e%ute >e&g& database0trans(er? in the (irst (ield& .& In the se%ond step %hange whatever properties need to be updated+ a? $li%7 the D$hange PropertiesD button b? $li%7 the D'dd PropertyD button %? Sele%t the properties you want to add& Cou %an sele%t multiple properties with $trl U Le(t0 %li%7& N+,%! This is only ne%essary i( you need to %hange any values (rom what is %urrently in the w7pl%T&properties (iles& N+,%! The properties are grouped to mat%h the w7pl%T&properties (iles and are pulled dire%tly (rom those (iles& I( you have a large number o( properties to update you may (ind it easier to edit them (irst in the relevant w7pl%T&properties (ile then use the $on(iguration Wi=ard& d? The properties you sele%ted will appear in a table& 1dit the value %olumn o( that table to update the value+
"26
e? $li%7 Save when youDve (inished adding properties N+,%! 'ny properties you add here are automati%ally added to the w7pl%T&properties (iles i( the tas7 you e2e%ute is s&ccessf&l& 6& :or the third step add any additional parameters you might want to in%lude in the $on(ig1ngine %ommand& :or e2ample 04WasPasswordIKyour passwordL or 0verbose& *& When ready %li%7 DRun Tas7 ;owD to e2e%ute the $on(ig1ngine s%ript+
N+,%! I( you %li%7 the D$reate S%riptsD button a downloadable =ip (ile will be %reated& The =ip (ile %ontains+ 0 Instru%tions 0 The properties you set in Step 2 as a helper (ile 0 'n e2e%utable shell@bat%h s%ript that %alls your $on(ig1ngine %ommand This allows you to run the shell@bat%h s%ript on the PortalServer to run the same %ommand you entered in Step " plus the properties you set in Step 2& "2*
Creating Wor-flo.s
In the $on(iguration Wi=ard wor7(lows are a series o( s%ripts >li7e $on(ig1ngine add;ode stopServer et%? simpli(ied into simple shell@bat%h (iles& This are very use(ul i( you have to e2e%ute the same $on(ig1ngine s%ripts on multiple Portal servers& ' (ew sample wor7(lows are in%luded with the $on(iguration Wi=ard& This se%tion will show you how to %ustomi=e and generate s%ripts (or %reating a %luster& When %omplete you will have a wor7(low that adds the primary node to a 4M8R runs %luster0node0 %on(ig0post0(ederation and runs %luster0node0%on(ig0%luster0setup& "& :rom the %wBpro(ile@bin dire%tory laun%h server" using the startServer %ommand+ &@startServer&sh server" 2& Log into the W'S 'dmin $onsole (or this server+ http+@@KhostnameL+5!.!@ibm@%onsole
,& Mn the le(t hand side %li%7 the lin7 (or $on(iguration Wi=ard+
"25
/& Mn the right0hand side %li%7 the D<iew Wor7(lowsD button+
3& $li%7 the %he%7bo2 ne2t to D$reate a Stati% $lusterD then %li%7 the $ustomi=e Wor7(low button+
.& 't Step " sele%t the relevant operating system (or the server where youDll be running the wor7(low& The MS o( your Portal server is sele%ted by de(ault& $li%7 ;e2t& 6& 'dRust the pro(ile name pro(ile path and temporary dire%tory as needed& $li%7 ;e2t& N+,%! There will be a (ourth option here that varies based on MS& :or Linu2 you will see an option to sele%t the shell type& :or Windows youDll see an option to turn e%ho on@o((&
",!
*& Mn the ne2t s%reen the properties reGuired (or the %luster setup wor7(low are displayed& They are pulled dire%tly (rom your w7pl%T&properties (iles& 'dRust the values o( the listed properties as needed and %li%7 ;e2t+
5& I( validation is su%%ess(ul %li%7 ;e2t& N+,%! Cou %an %li%7 Save here i( youDd li7e to save your settings& This %an be used i( you need to redo this wor7(low later& Cou %an save time by importing your saved settings at Step "& "!& Mn Step / %li%7 the D$reate :ilesD button&
""& Mn%e the s%ripts are %reated %li%7 the D4ownloadD lin7 to download them& Cou will download a =ip (ile& ","
"2& $opy the =ip (ile to your Portal server and e2tra%t it to a temporary dire%tory& Inside o( it you will (ind the (ollowing+ a? properties dire%tory& This %ontains the helper T&properties (iles that %orrespond to any $on(ig1ngine s%ripts in%luded in the wor7(low& In this e2ample we did the $luster Setup wor7(low so there should be two properties (iles+ post0(ederation&properties and %luster0 setup&properties& b? scripts dire%tory& $ontains the shell s%ripts generated by the wor7(low& :or the $luster Setup wor7(low there should be three s%ripts+ (ederation&sh post0(ederation&sh %luster0 setup&sh& %? $reateStatic$l&ster1ht#l& $ontains the instru%tions to run the wor7(low& The name o( this (ile is the name o( the wor7(low so it will vary depending on whi%h wor7(low you %ustomi=ed& d? $reateStatic$l&ster1wfi& The wor7(low de(inition itsel(& ",& :ollow the T&html (ile instru%tions to run the wor7(low& :or the $reate Stati% $luster wor7(low it is three steps+ N+,%! 1nsure the user has e2e%ute permissions on these (iles& a? 12e%ute &@(ederation&sh& you& This s%ript runs add;ode with all the reGuired parameters (or
b? 12e%ute &@post0(ederation&sh& This s%ript runs the $on(ig1ngine s%ript D%luster0node0%on(ig0 post0(ederationD (or you& It uses the helper (ile U the values already in w7pl%T&properties& %? 12e%ute &@%luster0setup&sh& This s%ript runs the $on(ig1ngine s%ript D%luster0node0%on(ig0 %luster0setupD (or you& It uses the helper (ile U the values already in w7pl%T&properties& When the wor7(low was initially %reated you provide the pro(ile name and pro(ile path& These values are hard%oded in the s%ripts themselves& I( you need to e2e%ute these wor7(lows on multiple Portal servers ensure you do one o( the (ollowing+ 0 1dit the generated shell s%ripts to use a valid pro(ile on that environment >in %ase the pro(ile name is di((erent (or e2ample? or 0 Laun%h the $on(iguration Wi=ard again and adRust the pro(ile name and pro(ile template values to mat%h the ne2t Portal environment then regenerate the s%ripts&
",2
%sing the Config*race 'og /ie.er

The %on(iguration wi=ard also %ontains a handy tool to view the $on(igTra%e&log (ile& This %an be very use(ul i( you need to Gui%7ly determine why a parti%ular $on(ig1ngine s%ript may have (ailed&
"& :rom the %wBpro(ile@bin dire%tory laun%h server" using the startServer %ommand+ &@startServer&sh server" 2& Log into the W'S 'dmin $onsole (or this server+ http+@@KhostnameL+5!.!@ibm@%onsole
,& Mn the le(t hand side %li%7 the lin7 (or $on(iguration Wi=ard+
",,
/& Mn the right0hand side %li%7 the D<iew LogsD lin7+
3& The $on(igTra%e&log is loaded into the tool and is displayed li7e this+
The log output is organi=ed in the (ollowing way+ "eft $ol&#n . $ontains a list o( tas7s e2e%uted& ' green %he%7 means the tas7 was su%%ess(ul& ' red A means the tas7 (ailed& $li%7 Prev@;e2t at the bottom to navigate the (ull set o( tas7s& $li%7 the U ne2t to any tas7 name to see the sub0tas7s e2e%uted& $enter $ol&#n ) $ontains the output o( any tas7 sele%ted (rom the Le(t $olumn& $li%7 Prev@;e2t at the top o( this %olumn to step through the tas7 output& 4ight $ol&#n - $ontains the list o( properties used (or any tas7 sele%ted (rom the Le(t $olumn& Property list %an be (iltered by typing in the property you are loo7ing (or&
",/
B$' 5o2 to properly e%tract the WebSphere Portal Installation "edia

This se%tion will detail how to properly e2tra%t the WebSphere Portal installation media when it has been downloaded (rom Passport 'dvantage& This has %aused some %on(usion in the past and i( not done %orre%tly the installation may (ail or not run at all& The main point to ta7e away (rom this se%tion is that all downloaded 'ip/tar files 5US, be extracted into the exact sa#e parent director/1 I( you do that then you will be (ine& "& :irst re(er to this lin7 in the produ%t do%umentation to understand what images you will need to download (rom Passport 'dvantage+ http+@@www0"!&lotus&%om@ldd@portalwi7i&ns(@d2@1le%troni%BimagesBwp* There are . editions o( the WebSphere Portal Media+ Server 1nable 12tend 12press Web $ontent Management and Web $ontent Management Standard& 1a%h edition has a set o( 4e9&ired Software and a set o( +ptional Software1 These instru%tions are purely (or the 4e9&ired Software& 2& In this guide I used WebSphere Portal 1nable so loo7ing at this lin7+ http+@@www0 "!&lotus&%om@ldd@portalwi7i&ns(@d2@8ettingBWebSphereBPortalB1nableBso(twareBwp* There are "! images I need to download >listed in Tables 2 , and /?& N+,%! Table " in%ludes a Gui%7 start guide& This is Rust do%umentation and is not a%tually used by the installer& It %an be s7ipped i( youDd li7e& ,& Mn the server that will hold the Portal Installation media %reate a dire%tory anywhere youDd li7e& :or e2ample+ @opt@Portal*Media /& 12tra%t ea%h =ip (ile you downloaded into the director/ you %reated& N+,%! While e2tra%ting the images you may be prompted to overwrite e2isting dire%tories& Sele%t MP or C1S to overwrite any e2isting dire%tories& This is normal and o7&
",3
3& When this is %omplete you should end up with the (ollowing dire%tory stru%ture >using my @opt@Portal*Media as an e2ample?+ @opt@Portal*Media@Setup @opt@Portal*Media@W'S @opt@Portal*Media@Portal @opt@Portal*Media@1nable
N+,%! I( you are installing Portal Server you will only have three dire%tories+ Setup W'S Portal& :or every other edition you will have (our dire%tories+ Setup W'S Portal and your M((ering >1nable (or e2ample?&
",.
About *he Author

Hunter Tweed wor7s with the IBM WebSphere Portal Level 2 Support organi=ation and is Team Lead (or the Installation and $on(iguration L2 team& He has authored many other Step0By0Step guides (or various Portal deployment s%enarios& I( you have any Guestions about the %ontent o( this guide Hunter %an be rea%hed at+ httweedVus&ibm&%om& I( you en%ounter any (ailures (ollowing the steps in this guide you may open a PMR with WebSphere Portal Level 2 support&
Ac-no.ledg ents
The WebSphere Portal In(ormation 4evelopment team (or providing the Produ%t 4o%umentation that this guide is based on Travis $ornwell WebSphere Portal L2 Support 1ngineer (or Portal Se%urity (or additional (eedba%7 re%ommendations and %omments (or the %ontent in this guide&
",6
Change 0istory
Version " 2 , Date !3@"6@"2 !.@"3@"2 "!@!5@"2 What $hanged Published 9pdated Portal repository in(o to point to Setup@eimage@repository&%on(ig Removed DCouD (rom Title page
",*

WebSphere Portal v8 Cluster Guide

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WebSphere Portal v8 Cluster Guide

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A Step-By-Step Guide to Configuring a WebSphere Portal v8.

Using this Guide

Before you begin

3& When the setup wi=ard laun%hes sele%t DInstall PortalD+

25& $li%7 ;e2t

,"& $li%7 ;e2t&

$li%7 ;e2t $li%7 Install to install the produ%ts&

# $ Configure the Pri"ary Portal node to an e%ternal database

5& :rom the 4B2 server 12e%ute the (ollowing %ommand+

& $ Create the WebSphere Portal profile te"plate

' $ Install the (eploy"ent Manager

2& When the setup wi=ard laun%hes sele%t DInstall PortalD+

26& Sele%t the DManagementD pro(ile type and %li%7 ;e2t&

) $ Configure the (eploy"ent Manager

* $ +ederate and Cluster the Pri"ary ,ode

- $ Configure the Portal Cluster for +ederated .(/P Security

N+,%! By using the

:or e2ample this is the e2a%t %ommand I e2e%uted+

:or e2ample this is the e2a%t %ommand I e2e%uted+

"3& 1dit w7pl%&properties again and set the (ollowing properties+

! $ Install an additional Portal ,ode

3& When the setup wi=ard laun%hes sele%t DInstall PortalD+

""& $hoose an installation dire%tory (or IBM Installation Manager+

2/& $li%7 ;e2t&

25& $li%7 ;e2t ,!& $li%7 Install to install the produ%ts&

0 $ +ederate and Cluster an additional Portal node

"6& Log in to the 4M8R 'dministrative $onsole and browse to+

'n entry (or WebSphereBPortalB2 should be available&

2!& $li%7 the blue lin7 (or DMemory0to0memory repli%ationD+

11 $ Configure the Portal Cluster 2ith an e%ternal 2eb ser er

2& When the Setup Wi=ard laun%hes sele%t DInstall PortalD

Sele%t DInstall I-5 Installation 5anager +nl/1D

/& $li%7 ;e2t on the Pa%7age s%reen&

3& '%%ept the Li%ense 'greement and %li%7 ;e2t&

.& $hoose an Installation 4ire%tory (or IIM and %li%7 ;e2t&

26& In the Web server Plug0in $on(igurations window %li%7 D$reateD&

Appendi& A ( Alternate Setup Paths

3& When the setup wi=ard laun%hes sele%t DInstall PortalD+

,!& $li%7 ;e2t

,2& $li%7 ;e2t&

$li%7 Install to install the produ%ts&

/$# Creating a (eploy"ent Manager profile on an e%isting Portal installation

$li%7 MP to save %hanges&

This is what you should see+

standalone.ldap.et.persona standalone.ldap.et.persona standalone.ldap.et.persona

ount.ob!e t,lasses=inetLr9Person ount.ob!e t,lasses/or,reate= ount.sear h"ases= n=usersBd =ibmBo= om

:or e2ample this is what I used+

,"& Restart the 4M8R nodeagent and WebSphereBPortal server&

Appendi& B ( Supple ental )nfor ation

IIIIIIIB18I; $MPC H1R1III4M ;MT I;$L941 THIS LI;1IIIIIIIIII

odeset 3./-= territor$ us P1<0S%M0 =1?26

,701.0 D" ! rdb usin9

odeset 3./-= territor$ us P1<0S%M0 =1?26

,701.0 D" lmdb usin9

odeset 3./-= territor$ us P1<0S%M0 =1?26

,701.0 D" 'db-db usin9

odeset 3./-= territor$ us P1<0S%M0 =1?26

D%S,L++0,. ! rdb6 .07&%+1.06

IIIIIII1;4 $MPC H1R1III4M ;MT I;$L941 THIS LI;1IIIIIIIIII ""5

B$# /dding a 3ertical Cluster "e"ber

3& $li%7 D;ewD

e? $li%7 NMPO and save %hanges&

B$& Using the Configuration Wi4ard

*ips for Configuration Wi+ard