Linux Installation Steps

Table of Contents
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Prerequisites

• Ensure your deployment can meet the system requirements for Zephyr 6.1
  • Zephyr Server System Requirements 
  • Zephyr Data Center System Requirements
  • Zephyr Cloud Deployment 
  • Zephyr Server Sizing & Utilization  
    
    
• Ensure you have your Zephyr license and any plugin license files files that were provided. 
  
  
• Download and install or upgrade the required software dependencies: 
  • JAVA JDK: Oracle Version 1.8 Download : - here /  Installation Instructions - here
  • MySQL: 5.6.x Series only Download - here /  Upgrade / Installation Instructions - here
  • MySQL Connector: Download - here
  • Elastic Search Elasticsearch (5.5.0 only): Download  Download - here /  Installation Instructions - here
  • Zephyr 6.1 Linux Installer: Download from - here
    
    

Install Software Dependencies

The following software will need to be installed:

1. Install Oracle JAVA JDK 1.8: Please see review the Oracle website or documentation for your Linux distribution for JAVA installation instructions.  
   
   
2. Install MySQL 5.6:  A database server is required to use Zephyr, and MySQL is the default for single server installations. If you plan to use MS SQL or Oracle, please see review our Zephyr Data Center installation instructions.
   
   
3. Configure MySQL:  See the recommended database settings below.
   
   
4. Install Elasticsearch 5.5.0:  It is now a requirement to install Elasticsearch as a separate process. Zephyr Server installations allow you can to install this on the same VM as the Zephyr server application. 
   
   
5. Upload Zephyr License: The Zephyr installer requires access to the license file provided. It will need to be first uploaded to the file system of the server
   
   
6. Upload the MySQL Connector: The Zephyr installer requires access to the MySQL connector jar file downloaded. It will need to be first uploaded to the file system of the server.
   
   
7. Install / Configure Zephyr server: The installer will walk guide you through the application configuration options necessary for a new installation.
   
   
8. Setting ulimit in Linux: Increase ulimit on the server to 65535

Install & Configuring MySQL

1. Install MySQL Server according to the instructions for your Linux distribution: https://dev.mysql.com/downloads/mysql/5.6.html
   
   
2. Configure MySQL with the following settings below and after configuration, restart the MySQL service. You will need to edit the my.cnf file and add the following configuration settings.  Depending on your linux distribution, this may be in the /etc folder. 
   
   

[mysqld]
user=mysql
max_allowed_packet = 150M
max_connections = 600
default-storage-engine=INNODB
character-set-server=utf8
collation-server=utf8_unicode_ci
sql_mode=NO_ENGINE_SUBSTITUTION,STRICT_TRANS_TABLES

[mysqld_safe]
default-storage-engine=INNODB
character-set-server=utf8
collation-server=utf8_unicode_ci

[mysql]
max_allowed_packet = 150M

[mysqldump]
quick
max_allowed_packet = 150M

NOTE: You may run into an issue where the "max_connections" setting does not actually reflect in MySQL. This could be due to a file open limit built into the Linux operating system. Please see these instructions for how to setup MySQL and Systems to adjust for the "LimitNOFILE" setting.  https://dev.mysql.com/doc/refman/5.7/en/using-systemd.html

Install & Configure Elasticsearch

Elasticsearch is required to be installed as a separate system service. 

1. Download Elasticsearch 5.5.0: https://www.elastic.co/downloads/past-releases
   
   
2. Install Elasticsearch: https://www.elastic.co/guide/en/elasticsearch/reference/5.5/_installation.html
   
   
3. Navigate to the Elasticsearch installation path: etc/elasticsearch
   
   

4. Edit the elasticsearch.yml file to match the parameters below and then save the file:
   
   

   1. Zephyr Server and Elastic Search in same Server

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   themeMidnight

   1. title Single node Elastic Search

      cluster.name: zephyr node.name: "Node1" node.master: true node.data: true transport.tcp.port: 9300 http.port: 9200 script.inline: true script.stored: true indices.query.bool.max_clause_count: 9012

      
      

   2. Zephyr Server and Elastic Search on Different Servers

      Code Block
      language java title Single node Elastic Search
      cluster.name: zephyr node.name: "Node1" node.master: true node.data: true script.inline: true script.

   indexed

   1. stored: true network.bind_host: (

   host

   1. IP of the server

   elastic

   1. elasticsearch

   search

   1. is installed) network.publish_host: (

   host

   1. IP of the server

   elastic search

   1. elasticsearch is installed) network.host: (

   host

   1. IP of the server

   elastic

   1. elasticsearch

   search

   1. is installed) transport.tcp.port: 9300 http.port: 9200

   indices.query.bool.max_clause_count : 4096

   1. discovery.zen.ping.unicast.hosts: ["(IP of the server elasticsearch is installed):9300"]

      
      

5. Restart the Elasticsearch system service service.
   
   
   

Install Zephyr

---

Note
Please ensure you have installed Elasticsearch prior to installing Zephyr.

1. Ensure the installer file has the proper permissions to be executed:

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   shell> chmod +x zephyr_(Build Number)_linux_setup.sh

   
   

2. Launch the setup file with the '-c' command line option as shown below, and ensure to you launch it as sudo or root: 

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   shell> sudo ./zephyr_(Build Number)_linux_setup.sh

   
   

3. You will be prompted to continue with the installer.

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   Starting Installer... This will install Zephyr X.X on your computer OK [o, Enter], Cancel [c]

Step 3.) You'll

1. 
   

2. You may be prompted

with a quick reminder on the Requirements needed to install and run Zephyr successfully on Linux.

Step 4.) You'll be prompted with the full EULA.

• You must accept the terms presented before proceeding with the installation.
• Simply enter "1" to accept and "2" to decline.

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Step 5.) You'll then be prompted to enter where to place the Zephyr Enterprise home directory.

• You'll also be notified of the required and available disk space as per the system requirements.

Step 6.) You'll then be prompted to enter the directory location of the license file that has been provided.

Step 7.) If you have any additional Zephyr plugins (Vortex, Cyclone, etc.) that you want to add, enter in the location of the license files for your Zephyr plugins.

• If you have Zephyr already installed:
  • Stop the Zephyr service
  • Go to the zephyr installation directory
  • Copy the license file in license folder
  • Restart the Zephyr service

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Step 8.) This step allows you to customize any of the ports utilized by Zephyr Enterprise.

• The suggested ports are within the brackets.
• You are able to change the port usage by entering your own custom port numbers for each step.

Step 9.) You'll then be prompted to select your Database.

• For Zephyr Enterprise Server installation, MySQL is the default database option.
• If you are interested in using another database, please contact your Zephyr Account Manager for further information.

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Step 10.) This step allows you to customize the MySQL parameters.

Enter the URL for your MySQL Database.

Enter the directory location of the JDBC driver.
Step 11.) Configuring Elastic Search
During this step you will be prompted to configure Elastic Search.  Input the following information when prompted:

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language js theme Emacs
transport.nodes = "IP address of the Elastic Search computer" transport.nodes Port = "The default port is 9300" #Example transport.nodes=192.168.11.144:9300

Note that the transport node IP address may be the same system upon which you are installing Zephyr.

If you used a different port when configuring Elastic Search please use that port. 

Step 12.) Once configured and customized, the files should now be copied and there will be various services that may start. Wait until the services are complete.

• Once the additional services are complete, the installation process for Zephyr Enterprise 6.1 is complete.

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Step 13.) You'll then be prompted to launch Zephyr Enterprise and you may launch Zephyr Desktop by entering "Y".

If you've already installed the Elastic Search, you must configure the Elastic Search to be able to use Zephyr Enterprise

1. to choose between a new install or upgrade.

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   Choose type: Install [1, Enter], Upgrade [2]

   
   

2. You will be prompted to confirm your system meets the Zephyr Server Requirements. Please review that your system meets the requirements before proceeding.

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   Requirements Server OS: RedHat Enterprise CentOS Ubuntu/Debian SUSE/openSUSE CPU: Quad-core CPU Intel Pentium or AMD Opteron (2Ghz or higher) RAM: Minimum 16GB; Preferred 16GB Disk Space: At least 5GB Free Networking: Wired Ethernet Static IP address If Firewall exists, please allow ports 80, 443, 8005, 8009 , 3306 Account: Superuser (root) access to the machine Installer and services need to be installed as "root"

   
   

3. You will be prompted to agree to the Zephyr EULA.

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   License Agreement D Software End User License Agreement IMPORTANT - PLEASE READ CAREFULLY: This End User License Agreement ("Agreement") constitutes a valid and binding agreement between D Software, INC. (”d software,” ”WE” or ”US”) and you, as either an individual or a single business entity ("you," "your" or "user") for the use of the Zephyr x.x software, ANY files that are delivered to you by d software to modify the Zephyr x.x software product, any online or enclosed documentation, and any updates, fixes and upgrades provided to you (collectively, the ”Software”). You must FIRST READ AND ACCEPT THE TERMS OF THIS LICENSE AGREEMENT by clicking on the ”i agree” checkbox below in order to install and use the Software.

   
   

4. Use the enter key until you see the following then enter '1' to agree to the terms.

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   I accept the terms of this license agreement [1], I do not accept the terms of this license agreement [2, Enter]

   
   

5. You will then be prompted to enter the path to place the Zephyr home directory.  

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   Select Destination Location Setup will install Zephyr into the following folder. To continue click Next. If you would like to select a different folder, click Browse [/usr/local/zephyr]

   
   

6. You will then be prompted to choose an installation type.

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   Choose deployment type: Server deployment [1, Enter], Data Center deployment [2]

   
   

7. You will then be prompted to locate your license file.

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   License File License Key File: [/home/zephyr/license.lic]

   
   

8. You will then be prompted to choose a port to run Zephyr on. By default, Zephyr runs on port 80.

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   Customization Server Port : [80]

   
   

9. You will then be prompted to choose a Tomcat Server Shutdown Port.  We recommend you leave it to the default port.

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   Tomcat Server Shutdown Port: [8005]

   
   

10. You will then be prompted to choose a database system. Use the default MySQL.

    Code Block
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    Note: If you had just uninstalled. Please wait few miniutes for the port to get free and try again. Configure Database Database Type: MySQL [1, Enter]

    
    

11. You will then be prompted to provide a database username. Note: The database user must be able to create, update, and alter permissions in the database.

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    Database Character Set: utf8 Username: []

    
    

12. You will then be prompted to provide a database password. 

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    Password: [] root

    
    

13. You will then be prompted to provide a database connection string. If you installed MySQL on the same server as Zephyr, you can use "jdbc:mysql://localhost:3306/"

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    Database URL Configuration: Sample URL: jdbc:mysql://localhost:3306/ Database URL: []

    
    

14. You will then be prompted to provide a connection string for Elasticsearch.  By default, Elasticsearch will bind to the IP configured in the elasticsearch.yml file edited earlier in the installation instructions. For example: "192.168.56.101:9300"

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    Configure Elasticsearch Enter the hostname or IP address and port used by Elasticsearch. For example: localhost:9300. Multiple Elasticsearch nodes should be separated by comma. For example: localhost:9300,localhost:9301 ES Host URL []

    
    

15. Zephyr will now install the required files and setup the MySQL database.

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    Extracting files .. # ************************************************************

    
    

16. Zephyr installation is now complete and the service should have started. You can choose 'N' when prompted to Launch Zephyr Desktop and connect to Zephyr from your desktop machine.

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    ZephyrService.sh may or may not start automatically. Please check and start manually if not started. Done! Zephyr x.x has now been installed on your computer. Zephyr Desktop will now be launched automatically. You can access additional help from the Zephyr installation. Click Finish to exit setup. Launch Zephyr Desktop? Yes [y, Enter], No [n]

    
    

    
    

To start Zephyr you can:

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cd /usr/local/zephyr/tomcat/bin sudo ./startup.sh

To stop Zephyr you can:

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cd /usr/local/zephyr/tomcat/bin sudo ./shutdown.sh

Setting ulimit in Linux

Increase ulimit on the server to 65535

1. Stop the Zephyr Service.
2. As root user, open the file /etc/security/limits.conf for editing and add a line at the end.

<zephyr_user> soft nofile 65535
<zephyr_user> hard nofile 65535
replacing <zephyr_user> with the user used to install Zephyr

3. Start a new session and then start the Zephyr service.