Installation and Configuration of Opalis 6.3
Jim Britt
Opalis 6.3
Installation Guide
February 8, 2016
Version 1.0
Purpose
The purpose of this document is to:
1. Provide the step-by-step instructions for downloading, extracting, installing, and configuring
Opalis 6.3 Infrastructure Components and the Opalis 6.3 Operator Java Console into a test
environment.
2. Provide additional troubleshooting information to cover areas that are not directly documented
by currently available public documentation on TechNet.
3. This document is meant to be a supplement to the already available online documentation
located here: http://technet.microsoft.com/en-us/library/gg464955.aspx
Assumptions
This document was based on certain assumptions (documented below):
1. Infrastructure and accompanying console were installed on Microsoft® Windows Server® 2008
R2 Enterprise OS installed
2. Full administrative access is available to the server where the console is being installed upon
by the installer
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Table of Contents
1.
Infrastructure Requirements for Opalis ................................................................................................................. 3
2.
Installing the Opalis Core Components .................................................................................................................. 6
2.1.
Installing the Management Server ..................................................................................................................................................... 6
3.
2.2.
Creating and Configuring the Database for Opalis .................................................................................................................... 9
2.3.
Importing the License information for Opalis ............................................................................................................................ 12
2.4.
Upgrading to 6.3..................................................................................................................................................................................... 14
2.5.
Deploying Action Servers from Deployment Manager .......................................................................................................... 15
2.6.
Deploying Clients from Deployment Manager .......................................................................................................................... 17
Installing the Opalis Operator Console ................................................................................................................ 20
3.1.
Downloading the Pre-Requisites ..................................................................................................................................................... 20
3.2.
Preparing for the Console Install ..................................................................................................................................................... 21
Extract the Opalis Operator Console Installer ..................................................................................................................... 22
Install and Configure JDK 6 Update 4 .................................................................................................................................... 23
Extract and Install JBOSS Application Server ....................................................................................................................... 25
3.3.
4.
Running the Operator Console .............................................................................................................................. 30
4.1.
Running the Operator Console Interactively .............................................................................................................................. 30
4.2.
5.
Setup and Configure the Operator Console ............................................................................................................................... 27
Running the Operator Console as a Service ............................................................................................................................... 31
Manual Installation of Opalis Client ..................................................................................................................... 36
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1. Infrastructure Requirements for Opalis
The following information documents the infrastructure requirements for installing Opalis 6.3
Management Server, Database, Action Server, and Operator Console. http://technet.microsoft.com/enus/library/gg440750.aspx
Management Server, Operator Console, and Action Server Machines Component Minimum
Requirements
Processor
2.1 GHz dual-core Intel Xeon 3000 series or equivalent
Memory
2 GB
Hard Disk

Management server and Operator console – 131 MB (install)

Operator console – 200 MB (including JBoss)

Action server – 50 MB. Policies may use more space when moving files or processing
data. Add an appropriate amount of space for the policies that you create.
Operating
System
Additional
Software

Windows Server 2008 (32-bit or 64-bit)

Windows Server 2008 R2 (64-bit)

Windows Server 2003 (32-bit) Service Pack 2

Windows Server 2003 R2 (32-bit) Service Pack 2

Windows Installer version 3.1 – Required to install Opalis Integration Server and all
components, integration packs, Hotfixes, and product upgrades. (Not required for the
Operator console.)

Microsoft .NET Framework 3.5, Service Pack 1. By default, .NET Framework 3.5 is not
enabled in Windows Server 2008. You enable it in the IIS role. (Not required for the
Operator console.)

All Windows products must be English-localized editions.

We recommend that you run the system in an Active Directory environment.
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Database

Microsoft SQL Server 2005 or 2008 is required if you want to use Microsoft SQL Server
as your Data store database. We recommend that you use an installation of SQL Server
that is dedicated to Opalis Integration Server or a cluster of SQL Server computers for
production environments. SQL Server Desktop Edition and Express Edition are not
supported.
Client Computer Requirements
Component
Minimum Requirement
Memory
1 GB
Hard Disk
60 MB
Processor
2.4 GHz Intel Pentium 4; 2.0 GHz Intel Core 2 Duo or equivalent
Operating System
Additional
Software

Windows Server 2008 (32-bit or 64-bit)

Windows Server 2008 R2 (64-bit)

Windows Server 2003 (32-bit) Service Pack 2

Windows Server 2003 R2 (32-bit) Service Pack 2

Windows 7 (32-bit or 64-bit)

Windows Vista (32-bit or 64-bit)

Windows XP Professional (32-bit or 64-bit)

All Microsoft Windows products must be English-localized editions.

Windows Installer 3.1 must be installed on the computer.

We recommend that you run Opalis Integration Server in an Active Directory
environment.
Operator Console Software Requirements
Component
Requirement
Browser
Windows Internet Explorer 7, Windows Internet Explorer 8 (IE7 compatibility mode), or Mozilla
Firefox 3
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JavaScript
JavaScript must be enabled in the browser
Note: Operator Console Installation Requirements are documented in the section covering “Installing
the Operator Console”.
Operational Notes
Basic Pre-Requisites



Confirm .NET 3.5 SP1 Installed
o If not: http://www.microsoft.com/downloads/en/confirmation.aspx?FamilyID=9cfb2d515ff4-4491-b0e5-b386f32c0992&displaylang=en
Add Opalis Service acct to local admin group on server
PowerShell (x86 and x64)
o Get-ExecutionPolicy (should be set to remote signed for both x86 and x64)
o Set-ExecutionPolicy RemoteSigned
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2. Installing the Opalis Core Components
2.1. Installing the Management Server
Source media needs to be downloaded and extracted to a folder before moving into the installation phase of
the core components.
1.
2.
Download the media from an approved location
Run the Opalis_Full.exe to extract the source media to a target folder
Example: “C:\OIS_Installer”
3.
Located the Opalis 6.2.2.zip and extract it to a directory.
Example: “C:\OIS_Installer\zips”
Note: The result of this extraction should be a series of ZIP files hence the directory “OIS_Installer\zips”
4.
5.
6.
Next, extract the Integration Server installer “Opalis Integration Server 6.22_6.2.2.5229.zip” from the
“OIS_Installer\zips” folder into a folder called “C:\OIS_Installer\Opalis 6.2.2”.
Once fully extracted, locate the “Setup.exe” in the root of the extracted folder and launch it.
Select “Install Opalis Integration Server” from the selections presented
7.
Next select “Install the Management Server”
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8.
Select “Next” to continue
9.
Select “I accept the license agreement” and click “Next”
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10. Type in Full Name and Organization and click “Next”
11. Select the default directory or browse to a new location and select “Next” to continue.
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12. Type in the name of the Opalis Service Account that will be leveraged. Select “Next” to continue.
Note: This service account needs to be a local administrator on the Management Server and each Action
Server in your environment. Additionally, you need to ensure this account is also added to local the group
policy security right of “Logon as Service” on the Management Server and Action Servers. See
http://technet.microsoft.com/en-us/library/gg440742.aspx for additional information on how to configure
these options.
2.2. Creating and Configuring the Database for Opalis
The next steps outline the process for creating and configuring the Opalis database.
1.
2.
3.
If not already running, launch the installation wizard “C:\OIS_Installer\Opalis 6.2.2\setup.exe”
Verify “Install the Management Server” is showing a green check, and proceed to “2” on the menu
Select “Configure the Datastore”
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4.
Select “Microsoft SQL Server”
5.
Type the name of your SQL Server in the “Server:” prompt, ensure you are selecting the appropriate
Authentication method “Windows Credentials” is preferred. Select “Next” to continue.
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6.
Use the default of “Opalis” unless a different DB name is desired. Select “Finish” to finish the wizard and
initialize the database.
7.
You should see the following prompt upon successful completion of the database creation. Press “OK”
to complete.
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Troubleshooting Note: If you run into issues creating the Opalis database, launch SQL Management
Studio, create a security login for the Opalis SVC account and grant DBCREATOR and SETUPADMIN roles
to the Opalis DB. Reference http://technet.microsoft.com/en-us/library/gg440635.aspx for information on
this requirement and how to set it up.
2.3. Importing the License information for Opalis
The next steps outline the process for importing the license information for Opalis.
1.
2.
3.
If not already running, launch the installation wizard “C:\OIS_Installer\Opalis 6.2.2\setup.exe”
Verify steps “1” and “2” are showing a green check, and proceed to step “3” on the menu
Click “Import a License”
4.
By default the interface will be blank. Select “Import” to search for your license file.
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5.
Create a Licenses folder in:
“C:\Program Files (x86)\Opalis Software\Opalis Integration Server\Management Service”
6.
7.
Copy 5-OISBP_25.lic from your license source directory: Example: “F:\Opalis\Opalis 6_2_2 SP1 (Full
Download)\Licenses.zip\Licenses” to the above folder you created.
Enter the License file location and Key into the Import License box and click “OK”.
8.
You should see a “License file successfully imported” message. Press “OK” to complete the wizard.
9.
Do not install the client at this time. Exit the installer.
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2.4. Upgrading to 6.3
The next steps outline the process for upgrading the installation from 6.2.2 to update 6.3.
Note: 6.2.2 SP1 is not required to upgrade your system to 6.3.
1.
2.
3.
Start by navigating to the “C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server”
compressed folder.
Select the “OpalisIntegrationServer_FoundationObjects.msi”, right click, and select “Copy”
Paste the file you just copied to the clipboard to the following directory within your Opalis installation
overwriting the existing file.
“C:\Program Files (x86)\Opalis Software\Opalis Integration Server\Management
Service\Components\Objects”
4.
Next run the “OpalisIntegrationServer_ManagementService_630_PATCH.msp” from the
“C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server” folder and do not change any of the
default values.
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5.
Wait for an “Installation Complete” message showing things have been successfully installed.
2.5. Deploying Action Servers from Deployment Manager
The next steps outline the process for deploying an Action Server from the Management Console.
1.
Start by opening up the “Deployment Manager” on the primary Management server by going to
“Start/All Programs/Opalis Software/Opalis Integration Server/Deployment Manager”
2.
Right Click the “Action Servers Node” and select “Deploy New Action Server”
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3.
Select “Next”
4.
Use the Service Account for Opalis to add the new Action Server
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5.
Select “Next” to continue.
Note: If you run into any issues with deployment, ensure that the Opalis Service Account has been
granted appropriate permissions previously called out in this document.
2.6. Deploying Clients from Deployment Manager
The next steps outline the process for deploying a client for authoring workflows from the Management
Console and then following up with a required patch that needs to be manually installed or deployed via
Software Distribution (ex: SCCM).
1.
2.
Start by opening up the “Deployment Manager” on the primary Management server by going to
“Start/All Programs/Opalis Software/Opalis Integration Server/Deployment Manager”
Right click on “Clients” and select “Deploy new Client…”
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3.
Add the system to the “Computer:” line and click “Add” to add the target client to the list. Select “Next”
to continue.
4.
Install any IP’s desired or decide to install those at a later date. The client install will go faster if IPs are
installed later.
Once a remote client has been successfully deployed, an update needs to be deployed to the client
system. Start by navigating to the “C:\OIS_Installer\Opalis 6.3.zip\Opalis 6.3\Opalis Integration Server”
compressed folder.
Right click on the “OpalisIntegrationServer_Client_630_PATCH.msp” and paste it to a location that is
accessible from the client system when logged on locally.
Login to the remote client, locate the “OpalisIntegrationServer_Client_630_PATCH.msp”, right click on
the MSP, and select “Apply” to install the update.
5.
6.
7.
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3. Installing the Opalis Operator Console
The following documentation is meant to provide a guideline for installation of the Opalis 6.3 Java
Operator Console. TechNet URLS and online video presentations are provided where applicable for
additional information and review. The officially released URL on TechNet for this product version is
available here (as of the authoring of this document): http://technet.microsoft.com/enus/library/gg440648.aspx
Admin Note: There is a video tutorial available if you want to see the console being installed step by
step. http://www.youtube.com/watch?v=85mXJbU-CfM&feature=player_embedded
3.1. Downloading the Pre-Requisites
The very first step in installing the Operator Console is downloading the required installation files and
supporting libraries for JBOSS (the environment that the Operator Console leverages as its common
base). The following URL can be leveraged to download the required files:
http://technet.microsoft.com/en-us/library/gg440750.aspx.
Additionally, you can leverage the documentation available in the “Opalis Integration Server
Administration Guide” under the section “System Requirements / Operator Console Client
Requirements”.
Download the following files from the URLs provided (some have direct links to files so it is clear which
files to obtain) and place all files in a folder called “C:\libraries”.
Component
Java Development
Kit 6 Update 4
JBoss Application
Server 4.2.3.GA
Hibernate
Validator 3.0.0.GA
Hibernate
Commons
Annotations
3.3.0.GA
URL
http://java.sun.com/products/archive/
Richfaces-API
3.3.1.GA
Richfaces-UI
3.3.1.GA
http://repository.jboss.com/maven2/org/richfaces/framework/richfacesapi/3.3.1.GA/
http://repository.jboss.com/maven2/org/richfaces/ui/richfaces-ui/3.3.1.GA/
RichfacesImplementation
3.3.1.GA
JBoss-EL 2.0.1.GA
JSF-Facelets
1.1.14
Downloaded?
http://jboss.org/jbossas/downloads/
http://repo1.maven.org/maven2/org/hibernate/hibernate-validator/3.0.0.ga/
http://repo1.maven.org/maven2/org/hibernate/hibernate-commonsannotations/3.3.0.ga/
http://repo1.maven.org/maven2/org/hibernate/hibernate-commonsannotations/3.3.0.ga/hibernate-commons-annotations-3.3.0.ga.jar
File:
http://repository.jboss.org/maven2/org/richfaces/ui/richfacesui/3.3.1.GA/richfaces-ui-3.3.1.GA.jar
http://repository.jboss.com/maven2/org/richfaces/framework/richfacesimpl/3.3.1.GA/
http://repository.jboss.com/maven2/org/jboss/el/jboss-el/2.0.1.GA/
http://repository.jboss.com/maven2/com/sun/facelets/jsf-facelets/1.1.14/
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Java Native Access
3.0.9
JAX-WS RI
JBoss Seam-Core
2.0.2_SP1
JBoss SeamRemoting
2.0.2_SP1
JBoss Seam-UI
2.0.2_SP1
JBoss SeamDebug 2.0.2_SP1
JBoss Seam-Mail
2.0.2_SP1
http://repository.jboss.com/maven2/com/sun/jna/jna/3.0.9/
https://jax-ws.dev.java.net/2.1.2/
http://github.com/svetzal/Seam-2.0.2-Patched
https://github.com/svetzal/Seam-2.0.2-Patched/blob/master/bin/jboss-seam-
2.0.2.SP1_TWM2.jar Click “View Raw”
to download the JAR
http://repository.jboss.com/maven2/org/jboss/seam/jboss-seamremoting/2.0.2.SP1/
http://repository.jboss.com/maven2/org/jboss/seam/jboss-seam-ui/2.0.2.SP1/
http://repository.jboss.org/maven2/org/jboss/seam/jboss-seamdebug/2.0.2.SP1/
http://repository.jboss.com/maven2/org/jboss/seam/jboss-seam-mail/2.0.2.SP1/
Note: You should have 16 files. Sort by Name and check from the list below.
3.2. Preparing for the Console Install
Once you have validated you have downloaded all files required to setup the Opalis Operator Console, it is now
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necessary to extract certain folders into specific locations to set the configuration environment for installation.
Extract the Opalis Operator Console Installer
The following procedure outlines directory structure and process to properly extract the source files for the
Operator Console Installer.
1.
Go to the “C:\OIS_Installer\zips” folder and locate the “Opalis Operator Console Installer Script
1.0_1.0.0.0001.zip”, right click and select “Extract All…” to “C:\OIS_Installer” or appropriate directory
structure that you have extracted your OIS Installer source media.
2.
Browse to the extracted executable “C:\OIS_Installer\OpalisOperatorConsoleInstaller.exe” and execute
it.
Answer “Yes” to the prompts that follow and when asked where to extract the files, leave the default
directory of “C:\OpConsoleInstaller” and click “Unzip” to extract the source files for the Console Install.
3.
4.
5.
Click “OK” to the final prompt about running the PS1 Script in a PowerShell 2.0 console.
Finally, copy the “OperatorConsole” directory from the installation media for 6.2.2 as shown below
and paste it into the root of the “C” drive.
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Install and Configure JDK 6 Update 4
Next we need to install the JDK 6 Update 4 and configure it.
1.
2.
3.
Install the JDK 6 Update 4 by locating the installer “C:\libraries\jdk-6u4-windows-i586-p.exe” and
executing it.
Take the defaults on the installation. Select “Finish” when complete
Next go to “Properties of My Computer”, “Advanced System Settings”, and click “Environment
Variables…”
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4.
Select “New” under System variables at the bottom and type in the following:
Variable name: JAVA_HOME
Variable value: C:\Program Files (x86)\Java\jdk1.6.0_04
Note: Ensure you are typing in the correct value for the installation directory of the JDK 6 Update 4. For
x64, the directory has an “x86” in the Program Files directory name by default. For x86 OS’s it is just
“Program Files\Java\jdk1.6.0_04”. Browse to the folder on the server to validate the directory before
proceeding.
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5.
Next, in the same section as above, select the “Path” system variable and append the following at the
end:
;%JAVA_HOME%\bin
Note: Ensure you are appending with a “;” prior to the additional path information.
Extract and Install JBOSS Application Server
Next, extract the source for JBOSS and install it into its working directory.
1.
Browse to the “c:\libraries” folder and extract the JBOSS-4.2.3.GA.ZIP (recommended to be extracted to
“\JBOSS” ex: “C:\JBOSS”. Can be “D” or wherever you prefer but you’ll need to reference this folder later
in the installation.
2.
Next, extract the “JAXWS2.1.2-20070917.JAR” file. Go to the cmd prompt. Change directories into your
library folder (cd \libraries)
Run the following command from the cmd prompt to unpack the jax archive
3.
java –jar JAXWS2.1.2-20070917.jar
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4.
Scroll to the bottom of the dialogue box that is presented and select “Accept”
5.
Watch for an “Installation complete” status message in the cmd window
6.
Validate the jaxwws-ri folder and subfolders were created in the “Libraries” folder
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3.3. Setup and Configure the Operator Console
This next section describes the necessary steps to execute the PowerShell script to install and configure the
console for use.
1.
2.
Open up PowerShell from the Start Menu, from the “Search Window”, or by clicking the PowerShell icon
on your start bar.
Execute the following command within the PowerShell console window
set-executionpolicy RemoteSigned
3.
Hit “Enter” or type “Y” to accept the warning
4.
Type the full path to the PS1 installer file to start the install process from within the PowerShell console
window as shown below
C:\OpConsoleInstaller\installOpConsole.ps1
5.
When asked for the location of the JBOSS folder, hit “ENTER” to browse for it and select the location you
extracted it to. Ensure you are selecting the folder directly above the “BIN” folder as shown below:
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6.
Next hit “ENTER” to browse to the OperatorConsole folder.
7.
8.
Next type “N” and hit “ENTER” to browse to the “Libraries” folder.
Next hit “ENTER” to browse for the “Libraries” folder location
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9.
10.
11.
12.
13.
14.
15.
16.
17.
For the next question on Database Type type in “1” and hit “ENTER” to select SQL.
Next type in the SQL Server name and hit “ENTER”
Type “1” for “Windows Authentication” and hit “ENTER”
Hit “ENTER” only if you kept the default database name “Opalis” otherwise type the proper DB name
and hit “ENTER”
Next hit “ENTER” to select the default bind option
Type “2” for Active Directory User Authentication and hit “ENTER”
It should find your Active Directory environment
Type your Active Directory root DN or press “ENTER” for default
Example: (DC=contoso,DC=com) and press “ENTER” when done.
Select the domain controller that you want to leverage for authentication by typing the number from
the list and hitting “ENTER”
18. Next hit “ENTER” to take the default Active Directory port of “389” unless this has been modified from
default.
19. Type the sAMAccountName for your Operator Console administrator group and hit “ENTER”
20. You should see an “Operator Console installation complete.” message indicating the installation is
finished.
A final configuration note: If you want to modify the default timeout for the Ops Console so it will go
beyond 20 mins before requiring re-login, go to the following file and update the following setting:
OPS Console Server Drive\jboss\jboss folder\server\default\deploy\OpConsoleApp1.0.ear\OpConsoleServer-1.0.jar\settings.properties
# timeout in minutes
sessionTimeoutTime 60
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4. Running the Operator Console
The Operator Console for Opalis 6.3 can be run in two different configurations. Interactively or as a service.
4.1. Running the Operator Console Interactively
To run the operator console interactively…
1. Browse to the “JBOSS” folder (Example: c:\JBoss\jboss-4.2.3.GA\bin)
2. Locate the “run.bat” file and execute it or go to “Start/Run” and execute
“c:\JBoss\jboss-4.2.3.GA\bin\run.bat”
3.
Select “Run” if prompted with a security notice
4.
You should see the console execute successfully with a status similar to below indicating how long it took
to initialize. Example: “Started in 30s:634ms”
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4.2. Running the Operator Console as a Service
To run the operator console as a service, several steps must be followed:
1.
Obtain configuration file (wrapper.conf) and a video walkthrough at the following URL:
http://blogs.technet.com/b/charlesjoy/archive/2010/06/25/opalis-operator-console-as-a-windows-servicevideo-tutorial.aspx
2.
Create a System Environment Variable for your JBOSS Home by navigating to the “Environment Variables”
button on the “Advanced” tab of the “System Properties”.
3.
Set a new variable of JBOSS_HOME and set the value to your installation directory for JBOSS.
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Note: Ensure you are showing hidden and protected files so you can see the files you need to copy in the
next steps.
4.
Next MOVE the sqlijdbc_auth.dll from %JBOSS_HOME%\bin\ to %JBOSS_HOME%\lib\
5.
Download the Tanuki wrapper.exe file version 3.3.9 (wrapper-windows-x86-32-3.3.9.zip here:
http://wrapper.tanukisoftware.com/download/3.3.9/wrapper-windows-x86-32-3.3.9.zip?mode=html
Note: It is very important that you download the specific version referenced above as it is version sensitive.
6.
Extract the files to a folder
7.
Copy \bin\wrapper.exe from the extracted files into %JBOSS_HOME%\bin\wrapper.exe
8.
Copy \lib\wrapper.dll and \lib\wrapper.jar from the extracted files into %JBOSS_HOME%\lib\
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9.
Next create the following directory
%JBOSS_HOME%\server\default\wrapper
10. And copy the pre-configured wrapper.conf from step one to the %JBOSS_HOME%\server\default\wrapper
directory
11. Next we want to test the installation as a service. Testing is important to see if there are any errors thrown
to ensure we don’t run into any configuration issues prior to doing the actual installation as a service for
the Operator Console. To test the install, execute the following from a command prompt run as
administrator:
cd %JBOSS_HOME%\bin\
wrapper.exe -c %JBOSS_HOME%\server\default\wrapper\wrapper.conf
12. Watch for the console to completely launch and optionally test login to the system to ensure functionality
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13. Once you’re satisfied the configuration is functioning correct, go ahead and install the console as a service
with the following command line:
cd %JBOSS_HOME%\bin
wrapper.exe –I %JBOSS_HOME%\server\default\wrapper\wrapper.conf
14. As a result you should see a message stating “Opalis Operator Console installed”
15. The last step prior to testing connectivity is to set the “Opalis Operator Console” Service in the control
panel / services to “Automatic” and “Started”. The easiest way to accomplish this is to go to “Start/Run”
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and type “Services.msc” to run the services control panel applet.
16. Locate the “Opalis Operator Console” service and double click it. Change the “Startup type” to
“Automatic”. Click the “Start” button on the General tab of the “Opalis Operator Console” service to start
it.
17. Test functionality once again by navigating to http://mgmtserver:5314/ and login
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5. Manual Installation of Opalis Client
In some cases you may need to manually install the Opalis (Designer) Client if failures occur pushing
the client from the Deployment Console on the Management Server. The following links are
provided as guidance on how to accomplish a manual install from a client system.
http://social.technet.microsoft.com/wiki/contents/articles/how-to-install-opalis-integrationserver-client-without-using-deployment-manager.aspx
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