> For the complete documentation index, see [llms.txt](https://suntracer2030.gitbook.io/phillip-wilkerson-technical-writing-portfolio/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://suntracer2030.gitbook.io/phillip-wilkerson-technical-writing-portfolio/writing-sample-2.md).

# Writing Sample #2

### Prepare your Windows environment for a Manual Installation <a href="#writingsample-2-prepareyourwindowsenvironmentforamanualinstallation" id="writingsample-2-prepareyourwindowsenvironmentforamanualinstallation"></a>

#### Process Overview <a href="#writingsample-2-processoverview" id="writingsample-2-processoverview"></a>

Complete the following tasks to prepare your Windows environment for the \[Product Name] Server installation.

**NOTE:** If you have already installed a web application server, you can skip Step 3.

1. Create a Windows directory structure
2. Install Java
3. Install your web application server
4. Install the \[Product Name] Repository host database
5. Download and unpack the installation files
6. Set environment variables
7. Prepare your \[Product Name] Repository

#### Create a Windows directory structure <a href="#writingsample-2-createawindowsdirectorystructure" id="writingsample-2-createawindowsdirectorystructure"></a>

Choose an installation path. We recommend the path shown in the following steps.

1. Log on to the machine where you will run the \[Product Name] Server.
2. Create this directory path:

   ```
   prod\server\prod-server
   ```
3. Verify that you have the appropriate permissions to read, write, and execute commands in the directories you created.

**CAUTION:** Make sure your users can write to the directory where you install the \[Product Name] Suite.

#### Install Java <a href="#writingsample-2-installjava" id="writingsample-2-installjava"></a>

You must install a supported version of Java.

1. Check the **Components Reference** list to see which Java version \[Product Name] currently supports.
2. Download the supported version of the JRE or JDK from the Oracle site and install it.

#### Install Your web application server <a href="#writingsample-2-installyourwebapplicationserver" id="writingsample-2-installyourwebapplicationserver"></a>

If you want to install \[Product Name] on your own web application server, you must first install your web application server.

**NOTE:** If you have already installed a Tomcat or JBoss web application server and you want to run the \[Product Name] Server on it, you can skip this step.

You can deploy the \[Product Name] Server on a Tomcat or JBoss web application server. By default, \[Product Name] Server software is configured for Tomcat, so if you choose to install \[Product Name] on a Tomcat web app server, you will make fewer configuration changes than a JBoss web app server.

1. Check the **Components Reference** to see which version of Tomcat or JBoss \[Product Name] supports.
2. To download and install the web application software, use the instructions in the documentation for the web application server of your choice. We recommend that you install the web application server in the **prod\server\prod-server** directory.
3. Verify the web application server is installed correctly by starting it and viewing the default page. If the web application server does not start, troubleshoot it using its documentation before you continue with the \[Product Name] Server installation process.
4. Stop the web application server.

#### Install the \[Product Name] Repository host database <a href="#writingsample-2-installthe-productname-repositoryhostdatabase" id="writingsample-2-installthe-productname-repositoryhostdatabase"></a>

The \[Product Name] Repository houses data needed for \[Product Name] tools to provide scheduling and security functions. It also stores metadata and models for reports that you create. You can host the \[Product Name] Repository on the following databases:

* PostgreSQL
* MySQL
* Oracle
* MS SQL Server

To install the \[Product Name] Repository’s host database, complete these steps:

1. Check the **Components Reference** to verify which versions of these databases \[Product Name] currently supports.
2. Download and install the database of your choice.
3. Verify that the database is installed correctly.

#### Download and unpack installation files <a href="#writingsample-2-downloadandunpackinstallationfiles" id="writingsample-2-downloadandunpackinstallationfiles"></a>

The \[Product Name] Server software, data files, and examples are stored in pre-packaged .war and .zip files. You will need to copy these files to the correct directories manually.

**Step 1: Download the files**

Download the following installation and plugin files from the **Customer Support Portal**.

1. On the Customer Portal home page, sign in using the \[Product Name] support username and password provided in your Welcome Packet.
2. Click **Downloads**, then click **8.0 GA Release** in the 8.x list.
3. On the bottom of the **8.0 GA Release** page, click the **Server > Manual Build (No Web Application Server)** folder in the Box widget and download each file listed below.

**NOTE:** Optionally, on the bottom of the **8.0 GA Release** page, click the **Operations Mart** folder in the Box widget and download the Operations Mart .zip file.

<table data-header-hidden><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>Component</strong></td><td><strong>Zip File</strong></td></tr><tr><td>Analyzer Plugin</td><td><pre><code>paz-plugin-ee-8.0.0-dist.zip
</code></pre></td></tr><tr><td>Dashboard Designer Plugin</td><td><pre><code>pdd-plugin-ee-8.0.0-dist.zip
</code></pre></td></tr><tr><td>Server Installation File</td><td><pre><code>prod-server-manual-ee-8.0.0-dist.zip
</code></pre></td></tr><tr><td>Interactive Reporting Plugin</td><td><pre><code>pir-plugin-ee-8.0.0-dist.zip
</code></pre></td></tr><tr><td>(Optional) BA Operations Mart Files</td><td><pre><code>prod-operations-mart-8.0.0-dist.zip
</code></pre></td></tr></tbody></table>

**Step 2: Unpack the \[Product Name] Server Installation file**

1. Unzip the **\[Product Name] Server Installation** file. The packaged file is inside.
2. Unpack the file by running the **installer.bat** file.
3. In the IZPack window, read the license agreement, select **I accept the terms of this license agreement**, and then click **Next**.
4. In the **Select the installation path** text box, browse to or enter the location where you created the **\prod\server\prod-serve**r directory, then click **Next**.
5. A warning message that the directory already exists will appear. Click **Yes**. Any existing files in the directory are retained.
6. When the installation progress is complete, click **Quit**.
7. In the **\prod-server** directory, navigate to the **\prod-server-manual-ee** directory created by the IZPak tool. Unzip the .zip files and place the contents in the appropriate directories listed below.

<table data-header-hidden><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>File</strong></td><td><strong>Unzip the Contents of the File to This Directory</strong></td></tr><tr><td>license-installer.zip</td><td><pre><code>prod\server
</code></pre></td></tr><tr><td>jdbc-distribution-utility.zip</td><td><pre><code>prod\server
</code></pre></td></tr><tr><td>pentaho-data.zip</td><td><pre><code>prod\server\prod-server
</code></pre></td></tr></tbody></table>

**Step 3: Unpack the plugin files**

1. Unzip the plugin file you would like to install. The packaged plugin is inside.
2. Unpack the plugin by running the **install.bat** file.
3. In the **IZPack** window, read the license agreement, select **I accept the terms of this license agreement**, and then click **Next**.
4. In the **Select the installation path** text box, save the file in the **prod\server\prod- server\prod-solutions\system** directory and then click **Next**.
5. A warning message that the directory already exists will appear. Click **Yes**. Any existing files in the directory are retained.
6. When the installation finishes, click **Quit**.

**Step 4: (Optional) Unpack the Operations Mart DDL files**

1. Unzip the \[Product Name] Operations Mart file. The packaged file is inside.
2. Unpack the file by running the **install.bat** file.
3. In the **IZPack** window, read the license agreement, select **I accept the terms of this license agreement**, and then click **Next**.
4. In the **Select the installation path** text box, save the file in the **prod\server\prod-server\\** data directory, and click **Next**.
5. A warning message that the directory already exists will appear. Click **Yes**. Any existing files in the directory are retained.
6. When the installation finishes, click **Quit**.
7. Unzip the **prod-operations-mart-ddl-8.0.0.zip** file.
8. Move the directory for your database into **prod\server\prod-server\data\\\<database name>** and delete the others.

The appropriate database names are shown in the following table:

<table data-header-hidden><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><strong>If your [Product Name] Repository is On:</strong></td><td><strong>Copy the contents of this directory into prod\ server\prod-server\data\</strong></td></tr><tr><td>PostgreSQL</td><td><pre><code>postgresql
</code></pre></td></tr><tr><td>MySQL</td><td><pre><code>mysql5
</code></pre></td></tr><tr><td>Oracle</td><td><pre><code>oracle10g
</code></pre></td></tr><tr><td>MS SQL Server</td><td><pre><code>sqlserver
</code></pre></td></tr></tbody></table>

**Step 5: Verify directory structure**

Verify that the files have been placed in the following locations by comparing the following directory structures with yours.

**NOTE:** If your web application server is located in a directory other than the **prod\server\prod-server** directory, the prod.war and prod-style.war files should appear where you have chosen to install your web application server.

**\[Product Name] subdirectories**

After you have finished unpacking all of the plugins and \[Product Name] Operations Mart files, the \[Product Name] directory structure should contain these subdirectories:

```
• prod\server\prod-server\prod-solutions\system\analyzer
• prod\server\prod-server\prod-solutions\system\dashboards
• prod\server\prod-server\prod-solutions\system\prod-reporting
• prod\server\prod-server\
• prod\server\prod-server\data\<database name>
```

#### Set environment variables <a href="#writingsample-2-setenvironmentvariables" id="writingsample-2-setenvironmentvariables"></a>

Set the **PROD\_JAVA\_HOME** environment variable. If you do not set these variables, \[Product Name] will not start correctly.

**NOTE:** If you are using a JRE, also set the JRE\_HOME home environment variable.

1. Set the path of the **PROD\_JAVA\_HOME** variable to the path of your Java installation, as shown in this example:

   ```
   SET PROD_JAVA-HOME=C:\Program Files\Java\jdk8
   ```
2. Restart your application server.
3. Verify the variables have been properly set.

#### Prepare your \[Product Name] Repository <a href="#writingsample-2-prepareyour-productname-repository" id="writingsample-2-prepareyour-productname-repository"></a>

Once you have finished preparing your environment, you can initialize and configure your \[Product Name] Repository. Select the database that you are using as your \[Product Name] Repository:

* PostgreSQL
* MySQL
* Oracle
* MS SQL Server

***


---

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