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Linux Installation Steps

Table of Contents

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 all your Zephyr and any plugin license files that were provided to you.
    Download and install the required software: JAVA JDK: Oracle Version 1.8 Download - here
    MySQL: 5.6.x Series only Download - here
    MySQL Connector: Download - here
    Elasticsearch (5.5.0 only): Download - here
    Zephyr 6.1 Linux Installer: Download - here

    Install Software Dependencies

    The following software will need to be installed:

    Install Oracle JAVA JDK 1.8: Please review the Oracle website or documentation for your Linux distribution for JAVA installation instructions.  
    Install MySQL:  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 review our Zephyr Data Center installation instructions.
    Configure MySQL:  See the recommended database settings below.
    Install Elasticsearch:  It is now a requirement to install Elasticsearch as a separate process. Zephyr Server installations allow you to install this on the same VM as the Zephyr server application. 
    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.
    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.
    Install / Configure Zephyr server: The installer will guide you through the application configuration options necessary for a new installation.

    Install & Configuring MySQL

    Install MySQL Server according to the instructions for your Linux distribution: https://dev.mysql.com/downloads/mysql/5.6.html
    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. 
    Code Block
    themeEmacs
    [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

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

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

    Code BlocklanguagejavathemeMidnight

    Linux Installation Steps


    Table of Contents
    minLevel2
    styleNone


    Prerequisites


    Install Software Dependencies


    The following software will need to be installed:

    1. Install Oracle JAVA JDK 1.8: Please 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 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 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 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. 

    Code Block
    languagebash
    [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 5.5.0https://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

        Code Block
        languagejava
        titleSingle 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
        languagejava
        titleSingle 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 elasticsearch is installed)
        network.publish_host: (
      host
      1. IP of the server elasticsearch is installed)
        network.host: (
      host
      1. IP of the server elasticsearch is installed)
        transport.tcp
      .port: 9300 http.port: 9200 indices.query.bool.max_clause_count : 4096
      1. .port: 9300
        http.port: 9200
        discovery.zen.ping.unicast.hosts: ["(IP of the server elasticsearch is installed):9300"]


    5. Restart the Elasticsearch system service.


    Install Zephyr

    6.1


    Note

    Please ensure you have installed Elasticsearch prior to installing Zephyr.


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

      Code Block
      languagebashthemeEmacs
      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 you launch it as sudo or root: 

      Code Block
      theme
      languagebashEmacs
      shell> sudo ./zephyr_(Build Number)_linux_setup.sh


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

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


    4. You may be prompted to choose between a new install or upgrade.

      Code Block
      theme
      languagebashEmacs
      Choose type:
      Install [1, Enter], Upgrade [2]


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

      Code Block
      languagebashthemeEmacs
      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"


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

      Code Block
      languagebashthemeEmacsbash
      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 6x.1x software, ANY files that are delivered
      to you by d software to modify the Zephyr 6x.1x 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. 
      


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

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


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

      Code Block
      languagebash
      themeEmacs
      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]


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

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


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

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


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

      Code Block
      languagebash
      themeEmacs
      Customization
      Server Port :
      [80]
      


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

      Code Block
      theme
      languagebashEmacs
      Tomcat Server Shutdown Port:
      [8005]
      


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

      Code Block
      languagebashthemeEmacs
      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]
      
      


    14. 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.

      Code Block
      theme
      languagebashEmacs
      Database Character Set:  utf8
      Username:
      []
      


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

      Code Block
      languagebashthemeEmacs
      Password:                 
      []
      root
      


    16. 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/"

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


    17. 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"

      Code Block
      languagebashthemeEmacs
      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
      []
      


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

      Code Block
      languagebashthemeEmacsbash
      Extracting files ..
      # ************************************************************
      


    19. 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.

      Code Block
      languagebashthemeEmacs
      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 6installation.1
      has
      nowClick beenFinish installedto onexit yoursetup.
      computer.
      Launch Zephyr Desktop?
      willYes 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:

    Code Block
    languagebash
    themeEmacs
    cd /usr/local/zephyr/tomcat/bin
    
    sudo ./startup.sh
    
    

    To stop Zephyr you can:

    Code Block
    languagebash
    themeEmacs
    cd /usr/local/zephyr/tomcat/bin sudo ./shutdown.sh
    1. [y, Enter], No [n]
      
      



    To start Zephyr you can:

    Code Block
    languagebash
    cd /usr/local/zephyr/tomcat/bin
    
    sudo ./startup.sh
    
    


    To stop Zephyr you can:

    Code Block
    languagebash
    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.
    Code Block
    languagebash
    <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.