RICOH ProcessDirector™ for AIX Planning and Installing Overview 1 Planning for installation 2 Version 3.9.3 Upgrading 3 Installing 4 Setting up application and secondary servers 5 Completing post-installation tasks 6 Starting, stopping, and uninstalling 7 Installation planning checklist 8 Accessibility For information not in this manual, refer to the Help System in your product. Read this manual carefully and keep it handy for future reference. TABLE OF CONTENTS Introduction Important............................................................................................................................................ 5 Cautions regarding this guide............................................................................................................. 5 Publications for this product ................................................................................................................ 5 How to read the documentation ......................................................................................................... 6 Before using RICOH ProcessDirector .................................................................................................. 6 How to use the manuals ..................................................................................................................... 7 Related information ............................................................................................................................ 8 Symbols.............................................................................................................................................. 9 Abbreviations ..................................................................................................................................... 9 Trademarks.......................................................................................................................................10 New in this release...........................................................................................................................12 1 Overview Components ........................................................................................................................................25 Features............................................................................................................................................28 Application server ............................................................................................................................35 Extended features.............................................................................................................................35 Compatible products ...........................................................................................................................35 System configurations ..........................................................................................................................36 2 Planning for installation Task checklist .......................................................................................................................................39 Hardware requirements .......................................................................................................................40 Primary computer .............................................................................................................................41 Secondary computers.......................................................................................................................43 Application server computers............................................................................................................43 Other hardware requirements...........................................................................................................44 Supported Ricoh printers ..................................................................................................................44 Planning for file systems .......................................................................................................................45 File systems for the primary computer ...............................................................................................46 File systems for AIX Secondary Server features.................................................................................49 File systems for Linux Secondary Server features...............................................................................51 Creating system groups and users........................................................................................................53 Secure Sockets Layer and Transport Layer Security support.................................................................55 Considerations for virtual and cloud environments ...............................................................................56 Installing required software..................................................................................................................56 1 Installing an operating system...........................................................................................................58 Installing DB2 ...................................................................................................................................73 Installing a Web browser .................................................................................................................77 Running the prerequisite checker .....................................................................................................81 Planning for optional software .............................................................................................................82 Job submission..................................................................................................................................83 Data transforms ................................................................................................................................84 InfoPrint Manager for AIX.................................................................................................................88 Supplied fonts...................................................................................................................................88 Formatting PDF banner pages ..........................................................................................................89 3 Upgrading Upgrading to Version 3.9 or higher.....................................................................................................91 Backing up data ..................................................................................................................................93 Upgrading a manual failover environment...........................................................................................94 Upgrading the DB2 database..............................................................................................................94 Completing the upgrade process .........................................................................................................96 4 Installing Task checklist .......................................................................................................................................98 Preparing the primary computer for installation....................................................................................99 Downloading installation files ............................................................................................................101 Mounting an ISO file on AIX..............................................................................................................102 Installing from a remote directory.......................................................................................................102 Installing the base product .................................................................................................................103 Installing in a high availability environment........................................................................................106 Troubleshooting installation errors......................................................................................................106 Installing a manual failover environment ............................................................................................107 Troubleshooting manual failover environment installation errors.........................................................113 5 Setting up application and secondary servers Task checklist .....................................................................................................................................115 Preparing the primary computer.........................................................................................................116 Installing on Linux systems..................................................................................................................118 Installing on AIX systems ....................................................................................................................121 Preparing a Windows application server ...........................................................................................123 Connecting to the primary computer using Samba..........................................................................123 Connecting to the primary computer using NFS..............................................................................125