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    ©2010 B lackboard Inc . P ropr ie ta ry and Conf ident ia l

    Release 9.1

    Installation Guide

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 2©2010 Blackboard Inc. Proprietary and Confidential

    Publication Date: September 3, 2010

    Worldwide Headquarters International Headquarters

    Blackboard Inc. Blackboard International B.V.

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    Sixth Floor

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    www.blackboard.com www.blackboard.com

    Copyright © 1997-2010. Blackboard, the Blackboard logo, BbWorld, Blackboard Learn,

    Blackboard Transact, Blackboard Connect, the Blackboard Outcomes System, Behind theBlackboard, and Connect-ED are trademarks or registered trademarks of Blackboard Inc. or itssubsidiaries in the United States and other countries. U.S. Patent Numbers: 6,988,138;7,493,396; 6,816,878.

     Apache and the Apache feather logo are trademarks of The Apache Software Foundation. Linuxis a registered trademark of Linus Torvalds. Microsoft, Active Directory, SQL Server, andWindows are registered trademarks of Microsoft Corporation in the United States and/or othercountries. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Red Hatand Red Hat Enterprise Linux are registered trademarks of Red Hat, Inc. in the U.S. and othercountries. Sun, Java, JDBC, JDK, and Solaris are trademarks of Sun Microsystems, Inc. in theUnited States and/or other countries. UNIX is a registered trademark of The Open Group.

    Other product and company names mentioned herein may be the trademarks of their respectiveowners.

    No part of the contents of this manual may be reproduced or transmitted in any form or by anymeans without the written permission of the publisher, Blackboard Inc.

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 3©2010 Blackboard Inc. Proprietary and Confidential

    Contents

    Getti ng Started ............................................................................................................................... 9 

     About the Installation Process ................................................................................................ 10 Fresh Installations ............................................................................................................ 10 

    Upgrades .......................................................................................................................... 10 

    Preferred Technical Skills ....................................................................................................... 11 

    Database Skills ................................................................................................................. 11 

    Network Skills ................................................................................................................... 11 

    Operating System and Application Server Skills .............................................................. 11 

    Developer Skills ................................................................................................................ 12 

     About the Blackboard Learn Installer and Updater ................................................................. 13 

    The Installer and Updater Are One Tool .......................................................................... 13  

    Update Process ................................................................................................................ 13 

    What the Installer and Updater Can Do ........................................................................... 13 

    What the Installer and Updater Cannot Do ...................................................................... 14 

    Understanding the Database Schema .................................................................................... 15 

    Database Schema Naming ............................................................................................... 15 

    The Database Statistics Schema ..................................................................................... 15 

    Statistics Schema Decoupling .......................................................................................... 16 

    Understanding Load Balancing ............................................................................................... 17 

    Load Balanced Configurations ......................................................................................... 17 

    Benefits of Scaling Out with Additional Web/Application Servers .................................... 18 

    Defining the Host Environment ............................................................................................... 19 

    Read the Hardware Sizing Information ............................................................................ 19 

    Choose an Operating System .......................................................................................... 19 

    Choose a Database .......................................................................................................... 19 

    Decide the Number of Servers ......................................................................................... 20 

    Database Clustering ......................................................................................................... 20 

    File System Storage and Database File Storage ............................................................. 20 

    Collaboration Server ......................................................................................................... 20 

    Review and Next Steps .................................................................................................... 21 

    Planning the Installation .......................................................................................................... 22 

    Develop a Learning Model ................................................................................................ 22 

    Create a Test Environment ............................................................................................... 22 

    Establish a Support Infrastructure .................................................................................... 22 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 4©2010 Blackboard Inc. Proprietary and Confidential

    Run a Pilot Program ......................................................................................................... 23 

    Rollout ............................................................................................................................... 23 

    Install on Windows on One or Two Servers ............................................................................. 24  

    Set Up the Hardware and Software ........................................................................................ 25 

    Required Hardware .......................................................................................................... 25 Required Software ............................................................................................................ 25 

    Set JAVA_HOME ............................................................................................................. 25 

    Confirm NTFS File System ............................................................................................... 26 

    Confirm Windows Server 2003 Operating System Prerequisites ..................................... 26  

    Confirm Windows Server 2008 Operating System Prerequisites ..................................... 26  

    Configure Windows Server 2008 IIS 7 Roles and Features ............................................. 26 

    Create a Domain User ...................................................................................................... 26 

    Configure SQL Server Agent Startup ............................................................................... 27 

    Synchronize Server Clocks .............................................................................................. 27 

    Ports ................................................................................................................................. 27 

    Network ............................................................................................................................. 28 

    Database .......................................................................................................................... 28 

    Configuring Windows Server 2008 IIS 7 Roles and Features ................................................ 29 

    Before You Begin ............................................................................................................. 29 

    How to Configure Windows Server 2008 IIS 7 Roles and Features ................................ 29 

    (Optional) Set Up Database Clustering and Storage .............................................................. 32 

    Setting Up SQL Server Failover ....................................................................................... 32 

    Setting Up a Separate Storage Device for the Data Files and Log Files ......................... 32 

    (Optional) Set Up File System Storage ................................................................................... 33  

     About File System Storage ............................................................................................... 33 

    How to Set Up a Shared File System ............................................................................... 33 

    Complete the Pre-Installation Checklist .................................................................................. 35 

    Blackboard Basics ............................................................................................................ 35 

     Application Server Checklist ............................................................................................. 35 

    Database Server Checklist ............................................................................................... 36 

    Complete the Pre-Installation Worksheet ............................................................................... 37 

    Install the Blackboard Learn Application Server and Database ............................................. 42 

    Where to Find the Installer ............................................................................................... 42 

    Before Running the Installer ............................................................................................. 42 

    How to Run the Installer ................................................................................................... 42 

    Next Steps ........................................................................................................................ 45 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 5©2010 Blackboard Inc. Proprietary and Confidential

    Install on Windows on a Load-Balanced Confi guration .......................................................... 46 

    Set Up the Hardware and Software ........................................................................................ 47 

    Required Hardware .......................................................................................................... 47 

    Required Software ............................................................................................................ 47 

    Collaboration Server ......................................................................................................... 47 Dedicated File System Server .......................................................................................... 47 

    Set JAVA_HOME ............................................................................................................. 48 

    Confirm NTFS File System ............................................................................................... 48 

    Confirm Windows Server 2003 Prerequisites ................................................................... 48 

    Confirm Windows Server 2008 Operating System Prerequisites ..................................... 49  

    Configure Windows Server 2008 IIS 7 Roles and Features ............................................. 49 

    Create a Domain User ...................................................................................................... 49 

     Add the Domain User to the IIS_WPG Group .................................................................. 49 

    Set Up IIS Security ........................................................................................................... 50 

    Configure SQL Server Agent Automatic Startup .............................................................. 50 

    Synchronize Server Clocks .............................................................................................. 50 

    Ports ................................................................................................................................. 51 

    Network ............................................................................................................................. 51 

    Database .......................................................................................................................... 51 

    Configuring Windows Server 2008 IIS 7 Roles and Features ................................................ 53 

    Before You Begin ............................................................................................................. 53 

    How to Configure Windows Server 2008 IIS 7 Roles and Features ................................ 53 

    (Optional) Set Up Database Clustering and Storage .............................................................. 56 

    Setting Up SQL Server Failover ....................................................................................... 56 

    Setting Up a Separate Storage Device for the Data Files and Log Files ......................... 56 

    (Optional) Set Up File System Storage ................................................................................... 57  

     About File System Storage ............................................................................................... 57 

    How to Set Up a Shared File System ............................................................................... 57 

    Complete the Pre-Installation Checklist .................................................................................. 59 

    Blackboard Basics ............................................................................................................ 59 

     Application Servers Checklist ........................................................................................... 59 

    Database Server Checklist ............................................................................................... 60 

    (Optional) File System Server Checklist ........................................................................... 61 

    (Optional) Collaboration Server Checklist ........................................................................ 61 

    Complete the Pre-Installation Worksheet ............................................................................... 62 

    Install the Blackboard Learn Application Server and Database ............................................. 67 

    Where to Find the Installer ............................................................................................... 67 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 6©2010 Blackboard Inc. Proprietary and Confidential

    Before Running the Installer ............................................................................................. 67 

    How to Run the Installer ................................................................................................... 67 

    Next Steps ........................................................................................................................ 70 

    Install the Blackboard Learn on Additional Application Servers ............................................. 71 

    (Optional) Set Up a Clustered Tomcat Environment .............................................................. 72 How to Set Up an Optional Clustered Tomcat Environment ............................................ 72 

    How to Remove a Tomcat Cluster ................................................................................... 73  

    (Optional) Set Up a Collaboration Server ............................................................................... 74  

    Set Up the Blackboard Services on Each Application Server................................................. 75 

    Set Up the Hardware Load Balancer ...................................................................................... 77 

    Test the System ................................................................................................................ 77 

    Troubleshooting Windows Installation ..................................................................................... 78 

    Log File.................................................................................................................................... 79 

    Pages Will Not Load ................................................................................................................ 80 

    Installation Failure Due to Strict Password Requirements (SQL Server) ............................... 82 

    Blackboard Support Site and Knowledge Base ...................................................................... 83  

    Contact Blackboard Technical Support................................................................................... 84 

    Install on UNIX on One o r Two Servers ..................................................................................... 85 

    Set Up the Hardware and Software ........................................................................................ 86 

    Required Hardware .......................................................................................................... 86 

    Required Software ............................................................................................................ 86 

    Create a UNIX User for Blackboard Learn ....................................................................... 86 

    Synchronize Server Clocks .............................................................................................. 86 

    Ports ................................................................................................................................. 87 

    Network ............................................................................................................................. 87 

    Configure Oracle 10g .............................................................................................................. 88 

    Oracle 10g (Release 2) Compatibility ............................................................................... 88 

    Database Block Size ........................................................................................................ 88 

    Confirm AL16UTF16 Character Set ................................................................................. 89 

    (Optional) Set Up Database Clustering and Storage .............................................................. 90 

    Oracle RAC....................................................................................................................... 90 

    Setup a Separate Storage Device for the Data Files and Log Files................................. 90 

    (Optional) Set Up File System Storage for UNIX .................................................................... 91  

     About File System Storage ............................................................................................... 91 

    How to Set Up Shared File System .................................................................................. 91 

    Complete the Pre-Installation Checklist .................................................................................. 92 

    Blackboard Basics ............................................................................................................ 92 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 7©2010 Blackboard Inc. Proprietary and Confidential

     Application Server Checklist ............................................................................................. 92 

    Database Server Checklist ............................................................................................... 93 

    Complete the Pre-Installation Worksheet for UNIX ................................................................ 94 

    Install the Blackboard Learn Application Server and Database Server .................................. 99 

    Where to Find the Installer ............................................................................................... 99 Before Running the Installer ............................................................................................. 99 

    How to Run the Installer ................................................................................................... 99 

    Install on UNIX in a Load-Balanced Configuration ................................................................ 103  

    Set Up the Hardware and Software ...................................................................................... 104 

    Required Hardware ........................................................................................................ 104 

    Required Software .......................................................................................................... 104 

    Collaboration Server ....................................................................................................... 104 

    Dedicated File System Server ........................................................................................ 104 

    Load-Balancing Methods ................................................................................................ 105 

    Create a UNIX User for Blackboard Learn ..................................................................... 105 

    Synchronize Server Clocks ............................................................................................ 105 

    Ports ............................................................................................................................... 105 

    Network ........................................................................................................................... 106 

    Configure Oracle 10g ............................................................................................................ 107 

    Oracle 10g (Release 2) Compatibility ............................................................................. 107 

    Database Block Size ...................................................................................................... 107 

    Confirm AL16UTF16 Character Set ............................................................................... 108 

    (Optional) Set Up Database Clustering and Storage ............................................................ 109 

    Oracle RAC..................................................................................................................... 109 

    Setup a Separate Storage Device for the Data Files and Log Files............................... 109 

    (Optional) Set Up File System Storage ................................................................................. 110  

     About File System Storage ............................................................................................. 110 

    How to Set Up Shared File System ................................................................................ 110 

    Complete the Pre-Installation Checklist ................................................................................ 111 

    Blackboard Basics .......................................................................................................... 111 

     Application Server Checklist ........................................................................................... 111 

    File System Server Checklist .......................................................................................... 112 

    Collaboration Server Checklist ....................................................................................... 112 

    Database Server Checklist ............................................................................................. 112 

    Complete the Pre-Installation Worksheet ............................................................................. 113 

    Install the Blackboard Learn Application Server and Database Server ................................ 118 

    Where to Find the Installer ............................................................................................. 118 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 8©2010 Blackboard Inc. Proprietary and Confidential

    Before Running the Installer ........................................................................................... 118 

    How to Run the Installer ................................................................................................. 118 

    Install the Blackboard Learn on Additional Application Servers ........................................... 122 

    (Optional) Set Up a Clustered Tomcat Environment ............................................................ 123 

    How to Set Up an Optional Clustered Tomcat Environment .......................................... 123 How to Remove a Tomcat Cluster ................................................................................. 124  

    (Optional) Set Up a Collaboration Server ............................................................................. 125 

    Set Up the Hardware Load Balancer .................................................................................... 126 

    Test the System .............................................................................................................. 126 

    Troubleshoot ing UNIX Installation ........................................................................................... 127 

    Log File.................................................................................................................................. 128 

    Blackboard Support Site and Knowledge Base .................................................................... 129  

    Contact Blackboard Technical Support................................................................................. 130 

    Uninstalling Blackboard Learn ................................................................................................. 131 

     About Uninstalling Blackboard Learn .................................................................................... 132 

    Before Running the Uninstaller on UNIX ........................................................................ 132 

    Uninstalling on a Load-Balanced System ....................................................................... 132 

    How to Uninstall Blackboard Learn ................................................................................ 132 

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 9©2010 Blackboard Inc. Proprietary and Confidential

    Getting Started

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    Getting Started About the Installation Process

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 10©2010 Blackboard Inc. Proprietary and Confidential

     About the Installation Process

    Fresh Installations

    If this is the first time you have installed Blackboard Learn, make sure to read the Release Notes 

    for the release that you are installing and any subsequent Service Packs, and then read thissection carefully. After reading the Release Notes and this section, you should be able to makeinformed decisions about the configuration of Blackboard Learn at your institution. The next stepwill be to read the configuration and installation instructions appropriate for the host environment:Windows® or UNIX®.

    If you are an experienced Blackboard Learn administrator, you will find some helpful informationin this section. After a quick review, proceed to the configuration and installation instructionsappropriate for your host environment.

    Upgrades

    If you are upgrading from a previous version of Blackboard Learn, see the Upgrade topics in

    Blackboard Learn Help. 

    http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Center

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    Getting Started Preferred Technical Skills

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 11©2010 Blackboard Inc. Proprietary and Confidential

    Preferred Technical Skills

    Installing and supporting a Blackboard installation hosted at the institution requires some specifictechnical skills. It is important that human resources that understand the installation and supportof enterprise software are available to install and maintain Blackboard Learn.

    Before attempting to install, ensure that the appropriate skill sets are available to support the

    installation and maintenance of Blackboard Learn.

    Database Skil ls

    The following database skills are recommended for installing and maintaining Blackboard Learn.

    •  Experience with Microsoft SQL Server or Oracle

    •  Accessing and running SQL scripts

    •  Performing online and offline database backup and restore

    •  Monitoring and reconfiguring database parameters to meet growing demand

    •  Tuning the performance of the host machine and the database server

    Network Skills

    The following networking skills are recommended for installing and maintaining Blackboard Learn.

    •  Troubleshooting network bottlenecks

    •  Knowledge of authentication and experience with institutional authentication methods(LDAP, Microsoft Active Directory®, or similar method)

    •  Experience supporting 24/7 network environments with failover contingencies

    •  Experience configuring load-balanced solutions

    Operating System and Application Server Skill s

    The following operating system and application server skills are recommended for installing andmaintaining Blackboard Learn.

    •  Experience with Microsoft IIS® or Apache™

    •  Experience with the operating system including file management and permissions

    •  Experience with optimization and monitoring techniques

    •  Comfortable using a text editor to make changes to configuration files

    •  Experience installing software

    •  Starting and stopping applications on the server to avoid damaging or corrupting theworkstation or database

    •  Creating scheduled jobs to automate system processes such as backup and log filemanagement

    •  Installing and troubleshooting operating systems

    •  Comfortable using the command line interface

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    Getting Started Preferred Technical Skills

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 12©2010 Blackboard Inc. Proprietary and Confidential

    •  Knowledge of how application servers work and how to start and stop the various serversand system processes

    •  Knowledge of how to add hardware to the server

    •  Performing tape backups and tape archive programs and understand how to use thesebackup tools to move files around the system and between machines

    •  Experience managing multiple points of integration

    Developer Skills

    The following skills are recommended to create Blackboard Building Blocks or to use the Event-Driven API.

    •  Knowledge of compiling software

    •  Experience with relational databases

    •  Experience with Java development at the mid to senior programmer level

    •  Experience programming Java Server pages

    •  Experience with JDBC™ 2.0

    •  Experience with Java™ SE

    •  Experience with Connection pooling

    •  Creating and testing JSPs

    •  Experience with object-oriented programming

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    Getting Started About the Blackboard Learn Installer and Updater

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 14©2010 Blackboard Inc. Proprietary and Confidential

    •  Provide New License: This option processes a new license file for the system. It is used tolicense additional capabilities or change the licensing of current capabilities.

    •  Uninstall: This option removes Blackboard Learn capabilities.

    •  Uninstall App Server Only: This option removes Blackboard Learn capabilities from adedicated App Server in a load-balanced installation. It does not remove the database or

    shared file system. It does not remove any software from the other App servers.

    WARNING! When providing a new license, downtime is required. This installation option willperform a full upgrade, shutting down services.

    What the Installer and Updater Cannot Do

    The Installer and Updater cannot be used to return to an earlier release. Running the Installer ofan earlier version on a newer installation will not successfully convert the installation to the earlierrelease.

    The Installer and Updater does not install any other software, including prerequisite operatingsystems and databases. For example, Blackboard Learn - Basic Edition clients must first install

    Small-Scale Oracle, provided by Blackboard, before running the Installer and Updater. For moreinformation about Small-Scale Oracle, see the Small-Scale Oracle topics in Blackboard LearnHelp. 

    The Installer and Updater does not install supplemental tools such as OptiSERV or EnviSERV forcommunicating with the Blackboard Transact and the Snapshot Tools for integration with otherinformation system on campus. These tools must be downloaded and installed separately.

    Finally, the Installer and Updater does not allow for any advanced configuration such as settingup LDAP Authentication, SSL, or Virtual Installation. For more information, see the UsingBlackboard Learn Authentication, About SSL and SSL Choice, and About Virtualizing theBlackboard Reference Architecture topics in Blackboard Learn Help. 

    http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/

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    Getting Started Understanding the Database Schema

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 15©2010 Blackboard Inc. Proprietary and Confidential

    Understanding the Database Schema

    Database Schema Naming

    Database schema names have received a re-work for this latest version of Blackboard Learn.

    When upgrading an existing instance, or creating a testing environment for an institution using thelegacy database schema names, please refer to the following table. Manual database schemaname changes on an existing schema should only be done with the assistance of Blackboardsupport. Legacy environments should specify the legacy information within the database identifieroption in the installer when creating testing environments.

    Schema Name Legacy Schema Name

    BBLEARN BB_BB60

    BBLEARN_ADMIN BBADMIN

    BBLEARN_STATS BB_BB60_STATS

    CMS_DOC CMS_FILES_*

    The Database Statistics Schema

    The act i vi t y_accumul at or _cr pr ocedur e has been modified to insert new records intothe new table act i vi t y_accumul at or_ queue instead of directly into theact i vi t y_accumul at or  table. The new table will be smaller in size, which reduces theperformance impact of act i vi t y_accumul at or _cr , which runs for every user action. Use ofindexes on act i vi t y_accumul at or_ queue table should be avoided in the interest ofapplication performance.

     A job has been scheduled via the Oracle DBMS_JOB interface to run a stored procedureact i vi t y_accumul at or _updat e which flushes the queue table every 10 minutes into the

    actual act i vi t y_accumul at or . The act i vi t y_accumul at or _updat e copies data from thequeue table to act i vi t y_accumul at or . The production table that holds the data permanently.This job inserts data in 2000-record batches to the act i vi t y_accumul at or  (though it leavesbetween 500-2000 records behind each time). Between the hours of 23:00 and 00:00 each night,database time, the job moves a higher volume of data in order to clean up any missed recordsfrom previously.

    The act i vi t y_accumul at or  table contains attendance/activity data which is used by manyinstitutions as part of grading information, and is thus among the most important data in thedatabase. It is crucial that this table be recoverable in the event of media failure. Though theinsertion and deletion are performed at the same time, with the insert taking place f irst, the data isstill available in the queue table and available for the next push should a rollback be required.Given the importance of this data, logging is enabled should an incident occur in an incorrectly

    configured Database or other disaster recovery need arise.The PurgeAccumul at or  job is unchanged and still runs at 1:00 am every day to perform itsthree functions of summarize (system tracking), synchronize (BBLEARN to BBLEARN_STATS), andpurge (BBLEARN).

    Note  If the Oracle parameter j ob_queue_processes  is set to zero, theact i vi t y_accumul at or _updat e job will not run. As a symptom, the system tracking pageswould start showing zeros and course activity reports would show no activity.

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    Getting Started Understanding the Database Schema

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 16©2010 Blackboard Inc. Proprietary and Confidential

    Statisti cs Schema Decoupling

    The statistics schema BBLEARN_STATS can be moved to a separate database or physicalsystem, and settings will be preserved when running PushConf i gUpdat es. The values inBBLEARN_admi n. BB_I NSTANCE are populated frombbconf i g. dat abase. st at s. ser ver . name in bb- conf i g. pr oper t i es. This performance

    enhancement benefits clients who use Managed Hosting, as well as those with sophisticated datamanagement needs.

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    Getting Started Understanding Load Balancing

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 17©2010 Blackboard Inc. Proprietary and Confidential

    Understanding Load Balancing

    Blackboard Learn supports installation across multiple application servers with a hardware loadbalancer or a software solution. Blackboard Learn performance is better when the servers arededicated to Blackboard Learn processes and requests. Using a software solution for load-balancing puts additional strain on the processors as load-balancing is handled by the applicationservers, not by a separate piece of hardware.

    Load Balanced Configurations

    The following diagram shows an example of a multiple application server configuration.

    Multiple Application Server Configurations

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    Getting Started Understanding Load Balancing

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 18©2010 Blackboard Inc. Proprietary and Confidential

    Load-balanced configurations may include as many as six application servers. Also required area database server (or failover cluster), a file system server, and a Collaboration Tool server.Select one of the existing application servers to also act as the Collaboration server. TheCollaboration server may not be spread across multiple application servers because all usersparticipating in a Collaboration session must share the same resources. A hardware load-balancer is optional. Using a hardware load-balancer is the preferred method of load-balancing. Anetwork switch is used to handle communications from the client machines to the applicationservers and the Collaboration server. A separate switch is used to handle a secure, privateconnection between the application servers and the file system and database servers. Thedatabase and file system must be on a secure, private network.

    The diagram also shows integration with an LDAP server or servers to handle authentication andan SIS system to share data with Blackboard Learn. Integrating these components with a load-balanced configuration is not difficult, but does require each Web/application server to share thesame settings.

    Finally, the diagram shows a Storage Area Network (SAN) device and a backup device. A SANdevice is not required but many institutions choose to use one. Regular, frequent data backupand consistent recovery procedures are critical parts of any Blackboard Learn configuration. Thediagram shows a tape drive backup but any backup method may be used that meets the needs of

    the institution.

    Benefits of Scaling Out with Additional Web/Application Servers

    Scaling out distributes the computing workload among multiple servers by clustering or loadbalancing, with the ability to add servers to increase capacity. By distributing the workload,processing resources are spread among multiple servers, which improves both performance andthe availability of the overall service.

    Down time is reduced with a scale out approach because most single points of failure areremoved. If a server goes down, other servers pick up the load dynamically, allowing theapplication to continue servicing clients.

    For more information about configuring a Blackboard Learn environment to achieve the bestperformance possible, see the Optimization topics in Blackboard Learn Help. 

    http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/

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    Getting Started Defining the Host Environment

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 19©2010 Blackboard Inc. Proprietary and Confidential

    Defining the Host Environment

    Before installing the Blackboard Learn software, it is necessary to create a healthy environmentto host Blackboard Learn. At this stage, decisions include determining the number of servers, theoperating system and database software to use, how powerful the servers must be, theappropriate amount of disk space, and whether the network is capable of handling the anticipated

    traffic.

    Read the Hardware Sizing Information

    The About Hardware Sizing in a Dell Environment and About Hardware Sizing in a SunMicrosystems Environment topics in Blackboard Learn Help provide detailed information aboutchoosing the appropriate hardware based on size, scalability, performance, and redundancyneeds. Read this guide before continuing.

    Choose an Operating System

    Blackboard supports operating systems from three vendors for hosting Blackboard Learn:

    •  Microsoft Windows Server®

    •  Red Hat Enterprise Linux®

    •  Sun Solaris™

    For the exact versions of the databases that are supported, see "Supported Technologies" in theRelease Notes for the release that you are installing. It is critical that the operating system usedto host Blackboard Learn is a supported or compatible operating system. It is critical that theoperating system used to host Blackboard Learn is a supported or compatible operating system.

    SPARC hardware is required for to install and run Blackboard Learn under Solaris operatingsystems.

    Choose a Database

    This is an easy decision after selecting the operating system because Blackboard supports onlyone database for each supported operating system. Blackboard supports Microsoft SQL Server®,Enterprise Edition, when Blackboard Learn is hosted on a Windows operating system (theStandard Edition is compatible with Blackboard Learn). Blackboard supports an Oracle®database when Blackboard Learn is hosted on a Red Hat Enterprise Linux or Sun Solarisoperating system.

    When Blackboard Learn - Basic Edition is hosted on a Red Hat Enterprise Linux or Sun Solarisoperating system, Blackboard provides a special version of Oracle called Small-Scale Oracle.Small-Scale Oracle is the only database supported for Blackboard Learn - Basic Edition whenhosted on a Red Hat Enterprise Linux or Sun Solaris operating system. For more informationabout Small-Scale Oracle, see the Small-Scale Oracle topics in Blackboard Learn Help. 

    When Blackboard Learn - Basic Edition is hosted on a Windows operating system, the supportedversion of Microsoft SQL Server must be used.

    For the exact versions of the databases that are supported, see "Supported Technologies" in theRelease Notes for the release that you are installing.

    http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://help.blackboard.com/http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://help.blackboard.com/

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    Getting Started Defining the Host Environment

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    Decide the Number of Servers

    Read the About Hardware Sizing in a Dell Environment and About Hardware Sizing in a SunMicrosystems Environment topics in Blackboard Learn Help to determine hardware requirementsfor the installation. For the purposes of running the Installer, match the hardware to one of thefollowing models:

    •  One server: This configuration hosts Blackboard Learn application software, file system,and database on one machine. Keep in mind that a one server configuration isappropriate for running a test system or Blackboard Learn - Basic Edition. BlackboardLearn - Basic Edition can be run only on one server.

    •  Two servers: This configuration hosts Blackboard Learn application software with the filesystem on one machine and the database on another machine. This configuration isappropriate for institutions with a smaller user base that do not need the performance orredundancy of a load-balanced configuration.

    •  Load-balanced: This configuration hosts the file system on one machine, the database onanother machine, and the application software is replicated on multiple machines tohandle more activity. This configuration offers the greatest scalability and redundancy.

    Database Clustering

    Some institutions may require database clustering as a redundancy to ensure that the system isalways available, even in the event of a database server crash.

    For Windows, Blackboard supports installation on a Microsoft SQL Server Failover configuration.For more information, see Set Up Database Clustering and Storage for Windows. 

    For UNIX, Blackboard offers support for Oracle RAC with all versions of Oracle supported byBlackboard. For more information, see Set Up Database Clustering and Storage for UNIX. 

    File System Storage and Database File Storage

    In many instances, it is useful to store data, such as the files uploaded to a Course, on separatestorage hardware. For more information, see Set Up File System Storage for Windows or  Set UpFile System Storage for UNIX. This is handled at the operating system level by pointing somedirectories or all directories to a separate storage device. Likewise, it is possible to offloadstorage of the database files to a separate hardware, such as a SAN.

    Collaboration Server

    Blackboard Learn includes features for synchronous communication such as a Chat Tool and aWhiteboard Tool. These features are wrapped into the Collaboration Tool available withinCourses. The Collaboration Tool communications are handled by a dedicated service thatrequires its own ports.

    Select one of the existing application servers to also act as the Collaboration server. TheCollaboration server may not be spread across multiple application servers because all usersparticipating in a Collaboration session must share the same resources. A single server must beconfigured to run the Collaboration server. This server must handle Collaboration sessions andperformance will be unaffected by other requests. The application servers are configured toconnect users to one server that handles all the Collaboration sessions.

    http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/

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    Getting Started Planning the Installation

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    Planning the Installation

    This topic covers some issues that may need to be addressed while planning and preparing forBlackboard Learn. Each school or institution that uses Blackboard Learn is unique and willrequire specific and detailed planning to implement Blackboard Learn. The information in thistopic should not be used as a comprehensive guide but rather as a set of items that should beconsidered and adapted to each institution.

    Develop a Learning Model

    Before installing Blackboard Learn or making it available to users, it is important to define how itwill be used at the institution. Having a sound plan for how Blackboard Learn will be used helpsensure that configuration and security decisions are aligned with the goals of the institution. Someitems to consider include:

    •  Define a naming convention for Courses and users on the system.

    •  Determine what information and areas of the system are accessible to each set of users(Instructors, Students, Guests, and so forth). When the community engagementcapabilities have been licensed, Administrators have the flexibility to present differentbrands and content to users depending on their assigned Institution Roles. InstitutionRoles are defined by the institution to match their organization.

    •  Identify the other information systems will interact with Blackboard Learn. Define whichsystem owns the data.

    •  Build a team to manage the system, support users, and develop tools and content.

    These are just a few examples of the decisions that go into developing a learning model. Eachinstitution will have a unique approach appropriate for its users.

    Create a Test Environment

    Creating a test environment is a critical step in the process. A test environment allows systemand database administrators to tune the software for maximum performance based on the needsof the institution. Developers use the test environment to build System Extensions prior to rolloutas well as developing tools for integrating with other information systems at the institution.

    Finally, a test environment helps resolve potential issues with hardware or software before rollingout Blackboard Learn to users.

    Establish a Support Infrastructure

    Having qualified, trained staff to support users is important to operating smoothly with littleinterruptions to users. Define what level of support is required and when it should be available tousers. Some institutions may require 24/7 support while others can operate with less. After

    training staff and defining support availability and expectations be sure to communicate thisinformation to users.

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    Run a Pilot Program

     After the software is installed, configured, and tested and the support staff is trained, it is a goodidea to launch a pilot program. A pilot program lets a few users on the system to work with thesoftware in the context of the learning model. This is a good time to spot roadblocks or issues thatmay impact users when the software is rolled out. Also, the pilot program participants (especially

    the Instructors) can take a leadership role among their peers when the software is rolled out.These users can train other users on the software and help them successfully adopt the learningmodel.

    Rollout

    When Blackboard Learn is ready for users, it is important to communicate key information tousers. Make sure that the user base has access to training sessions, support, and otherresources to help them begin using the system.

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    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 24©2010 Blackboard Inc. Proprietary and Confidential

    Install on Windows

    on One or Two ServersThis section explains the required hardware, software, and necessary steps to properly installBlackboard Learn on one or two Windows servers.

    1. Set Up the Hardware and Software

    2. (Optional) Set Up Database Clustering and Storage

    3. (Optional) Set Up File System Storage

    4. Complete the Pre-Installation Checklist

    5. Complete the Pre-Installation Worksheet

    6. Install the Blackboard Learn Application Server and Database

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    Install on Windows on One or Two Servers Set Up the Hardware and Software

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    Set Up the Hardware and Software

    This section reviews the configuration steps necessary before installing Blackboard Learn.

    Required Hardware

    The About Hardware Sizing in a Dell Environment and About Hardware Sizing in a SunMicrosystems Environment topics in Blackboard Learn Help detail several different hardwareconfigurations based on performance, cost, and redundancy. Make sure that the plannedhardware configuration meets the needs of the institution.

    Required Software

    For the exact versions of the operating systems, databases, and Java SE Developers Kit (JDK™)that are supported, see "Supported Technologies" in the Release Notes for the release that youare installing. It is critical that the software used to host Blackboard Learn meets requirements.

    The supported version of the JDK can be downloaded athttp://java.sun.com/javase/downloads/index.jsp. 

    If installing on multiple servers, download and install the JDK on each application server.

    Make sure that the server or servers are dedicated to Blackboard Learn. Make sure that theserver is not using valuable space and resources running unnecessary applications.

    Set JAVA_HOME

    The correct version of the JDK must be installed on the application server and the J AVA_HOME environment variable must be set. The JDK installer first installs the JDK, and then installs theJava Runtime Environment (JRE). Ensure that these are installed to different locations and thatthe JRE installer is not allowed to overwrite portions of the JDK.

    WARNING! Make sure that the path to the JDK does not include any spaces. For example, do notuse C: \ Pr ogr am Fi l es\ J ava\ j dk1. 6. 0_18. Instead, use C: \ J ava\ j dk1. 6. 0_18.

    Follow these steps to set the J AVA_HOME environment variable:

    1. Make sure that the correct version of the JDK is installed on the application server.

    2. Right-click Computer and select Properties.

    3. Click Advanced System Propert ies .

    4. Click Environment Variables.

    5. In the system variables list, find J AVA_HOME and click Edit. If J AVA_HOME does not existin the system variables list, click New. A pop-up window will appear. The Variable name

    should read J AVA_HOME.6. Enter the full path to the JDK in the Variable value field. For example,

    C: \ J ava\ j dk1. 6. 0_18.

    7. Click OK.

    Note  Click paths for Windows 2003 and SQL 2005 will vary slightly from the stepspresented here for Windows 2008 and SQL Server 2008.

    http://help.blackboard.com/http://help.blackboard.com/http://help.blackboard.com/http://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://java.sun.com/javase/downloads/index.jsphttp://java.sun.com/javase/downloads/index.jsphttp://java.sun.com/javase/downloads/index.jsphttp://kb.blackboard.com/display/DOCS/Blackboard+Maintenance+Centerhttp://help.blackboard.com/

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    Install on Windows on One or Two Servers Set Up the Hardware and Software

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    Confirm NTFS File System

    Blackboard Learn will work only with the NTFS file system. It will not work correctly if theWindows file system is FAT32. Follow the steps below to confirm that the disk is using the NTFSfile system.

    1. Double-click My Computer  on your desktop.

    2. Right-click the drive where Blackboard Learn will be installed.

    3. Select Properties.

    4. The File system field must display NTFS. If it displays FAT32, consult the operatingsystem documentation for steps to convert the drive to NTFS.

    5. Repeat these steps on each application server, the database server, and the file systemserver.

    Confirm Windows Server 2003 Operating System Prerequisites

    If using Windows Server 2003, the following requirements must be met before beginning:

    •  Install the Windows 2003 Resource Kit and the IIS 6.0 Resource Kit on each applicationserver.

    Download the Windows Resource Kit and the IIS 6.0 Resource Kit from Microsoft athttp://download.microsoft.com. 

    •  Install the SQL Server Client Tools on each application server.

    The Client Tools allow the application servers to communicate with the database. Withoutthe Client Tools, the Installer will fail. After installation, if the Client Tools are not available,the application server will not be able to query the database or enter databasetransactions.

    Confirm Windows Server 2008 Operating System Prerequisites

    There is no Windows 2008 Resource Kit software package available from Microsoft for downloadat this time. The resource kit exists primarily as documentation for the Windows 2008 release.

    There is no IIS 7 Resource Kit software package available from Microsoft for download at thistime. The resource kit exists primarily as documentation for the Windows 2008 release.

    SQL Server Client Tools needs to be installed on each application server.

    Configure Windows Server 2008 IIS 7 Roles and Features

    For more information, see Configuring Windows Server 2008 IIS 7 Roles and Features. 

    Create a Domain User

    Create a domain user (for example, "blackboard") that will have access to the application server,the file server, and the database server. This user must be part of the Administrators groupthroughout the setup and installation. After this user is created, use it to log in to the servers.

    When installing on one server, the application server, file system, and database are all run on onemachine.

    http://download.microsoft.com/http://download.microsoft.com/http://download.microsoft.com/

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    When the installation is complete, you may remove the domain user from the Administratorsgroup as a security precaution. Remember to continue to use the domain user to run theBlackboard services.

    Configure SQL Server Agent Startup

    The SQL Server Agent must be running and set to Automatic startup for Blackboard Learn, whereinstance is the name of the database instance (blank for a default instance).

    1. Right-click Computer  and select Manage.

    2. From the Server Manager , click Configuration and then click Services.

    3. Right-click SQL Server Agent (instance) and select Properties.

    4. From the Startup type drop-down list, select Automat ic .

    5. Click OK.

    Synchronize Server Clocks

    Check the date and time on the system and make sure it is accurate and that the time zone is setcorrectly. If installing on two servers, check that the time on the application server and databaseserver match. Remember that the servers may be in a different time zone than the users. Theserver time zone should be the same as the time zone used by the majority of users, instead ofthe physical location of the server. Blackboard Learn uses the server date and time to control theavailability of time-sensitive materials. It is important that users have a clear expectation of whenmaterials will be available and when assignments are due.

    Windows clients connected to a Domain can check their time offset using the following command,where domain_name is replaced with your Windows domain:w32t m/ moni t or / domai n: domain_name 

    Windows clients that are connected to a domain can force time synchronization using the

    following command: w32t m/ r esync 

    Ports

    Blackboard Learn requires TCP/IP ports to communicate. The following list details the requiredports and their default values. Make sure to configure server security and any firewalls to allowcommunication on the required ports.

    •  Web server port (default value: 80): This port handles communication between users andthe server.

    •  Collaboration server TCP/IP port (default value: 8010): This port handles TCPcommunication for the Collaboration server. By default, TCP communication connects

    users to the Collaboration server.•  Collaboration server HTTP port (default value: 8011): This port handles HTTP

    communication for the Collaboration server. HTTP is a backup if TCP communicationfails.

    •  Secure Web server HTTPS port (default value:443): This port handles SSL over HTTPcommunication between the users and the server. SSL capability is usually configuredafter the initial installation is complete.

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    WARNING!  Do not use a firewall to redirect ports. The internal port configured on the servermust match the external port on the external firewall.

    Network

    Keep in mind the following when connecting Blackboard Learn to the network:

    •  Do not use underscores in the machine name for the server or servers. Some versions ofInternet Explorer block cookies if the machine name includes an underscore.

    •  Set up the DNS server to resolve server names.

    •  Check with a network engineer to make sure that the network can handle the anticipatedload after Blackboard Learn is made available to users.

    •  An SMTP server is available so that the Installer can connect to it.

    •  An SMTP server has to remain available when the application is running in order todeliver email notifications.

    Database

    Keep in mind the following when installing and configuring Microsoft SQL Server:

    •  Install SQL Server at the drive level. For example, C: \ SQL Server .

    •  Use Mixed Mode Security Authentication.

    •  Make sure SQL Server is installed using a local account.

    •  Blackboard recommends using the default instance name. If the default instance name isnot used, the instance name must not include any underscores, spaces, or punctuation.Use only alphanumeric characters.

    •  If an instance other than the default is used, make sure that the instance is not case

    sensitive.•  The SQL Server Client Tools must be installed on the application server. This is not

    necessary if Blackboard Learn is installed on just one server.

    •  Blackboard Learn supports SQL Server failover. For more information, see Set UpDatabase Clustering and Storage. 

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    Install on Windows on One or Two Servers Configuring Windows Server 2008 IIS 7 Roles and Features

    Blackboard Learn Blackboard Learn 9.1: Installation Guide Page 29©2010 Blackboard Inc. Proprietary and Confidential

    Configuring Windows Server 2008 IIS 7 Roles and Features

    Before You Begin

    Windows Server 2008 uses IIS 7. Before installation of Blackboard Learn 9.1, IIS 7 needs to be

    configured with specific Role Services and other settings.Blackboard recommends that you do not manually edit the%wi ndi r %\ system32\ i net sr v\ conf i g\ appl i cat i onHost . conf i g file to configure theseoptions. This will result in errors that require a backup and restore of the last known good backupof the IIS 7 configuration that was managed by the IIS.

    If you manually backed up the appl i cat i onHost . conf i g file, restoring this manual backupand restarting IIS 7 will not fix errors generated by manually editing this file to configure IIS 7.

    By default, IIS 7 will check every two minutes for changes to the configuration files and willautomatically create backups of them, maintaining a history of ten backups. Use the oldest ofthese backups to restore IIS 7 to a working state.

    %windir%\system32\inetsrv\appcmd.exe listbackup%windir%\system32\inetsrv\appcmd.exe restore backup"CFGHISTORY_0000000021"

    Once the configuration has been restored and verified through web browser access, then use theappcmd utility to configure the necessary features of IIS 7 as described in the section above.

    If this approach does not solve the problem with IIS 7 generating errors, remove and then reinstallthe IIS 7 Role.

    If you need to reinstall the IIS 7 Role, you can use the%BLACKBOARD%\ t ool s\ admi n\ Websi t eRei nst al l . bat  command to re-establish theBlackboard Web site within IIS.

    How to Configure Windows Server 2008 IIS 7 Roles and Features

    1. Install the IIS 7 Role in Windows Server 2008 Server Manager and configure RoleServices:

    a. Click Start, select Administ rat ive Too ls , and then select Server Manager .

    b. Click Roles, and under the Roles Summary heading, click Add Roles.

    c. From the list of displayed roles, select Web Server (IIS).

    d. Click Next.

     At a minimum, the following five (5) role services must be installed in addition to thedefault role services:

    Role Services > Web Server > Application Development > ISAPI Extensions

    Role Services > Web Server > Application Development > ISAPI Filters

    Role Services > Management Tools > IIS 6 Management Compatibility > IIS 6

    Metabase Compatibility

    Role Services > Management Tools > IIS 6 Management Compatibility > IIS 6 WMI

    Compatibility

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    Role Services > Management Tools > IIS 6 Management Compatibility > IIS 6

    Scripting Tools

    To enhance performance, troubleshooting, and offer additional web server configurationoptions, Blackboard recommends that the following role services also be installed:

    Role Services > Web Server > Common HTTP Features > all five (5) role services

    enabled

    Role Services > Web Server > Application Development > all seven (7) role services

    enabled

    Role Services > Web Server > Security > all eight (8) role services enabled

    Role Services > Management Tools > all three (3) role services enabled

    Management Tools > IIS 6 Management Capabilities > all four (4) role services

    enabled.

    Of the role services listed in this step, the following are will be of the most interest:

    Role Services > Common HTTP Features > HTTP Redirection (to allow for HTTP

    redirection, in the event that the site is renamed)

    Role Services > Security > Windows Authentication (to allow for Active Directory

    integrated authentication)

    Role Services > Security > IP and Domain Restrictions (to allow for greater control of

    web server access)

    Role Services > Performance > Dynamic Content Compression (to allow for

    enhanced performance)

    e. Select Windows Process Activation Service (.NET Environment), and thenclick Add Required Role services.

    2. Disable the Default Web Site:

    a. Click Start, select Admini st rat ive Too ls , and then select Server Manager .

    b. From the left menu, click the plus sign next to Roles to expand the tree.

    c. Click the plus sign next to Web Server IIS, and then click InternetInformation Services (IIS) Manager .

    d. Under the Connections  heading, click the plus sign next to the%HOSTNAME%, and then click the plus sign next to Sites.

    e. Right-click Default Web Site and from the drop-down menu select Manage

    Web Site, and then select Stop.3. Back up the current IIS 7 configuration and verify.

    %wi ndi r %\ syst em32\ i net sr v\ appcmd. exe 

    add backup "Blackboard Pre-Change"

    %wi ndi r %\ syst em32\ i net sr v\ appcmd. exe list backup

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    4. Modify the IIS 7 configuration to permit double escaping within URLs (applies to all sites).

    %wi ndi r %\ syst em32\ i netsr v\ appcmd set conf i g/ sect i on: syst em. webSer ver / Secur i t y/ r equest Fi l t er i ng -al l owDoubl eEscapi ng: True

    5. Modify the IIS 7 configuration to allow upload files greater than 20MB in size, specified inbytes (applies to all sites).

    %wi ndi r %\ syst em32\ i netsr v\ appcmd set conf i g -secti on: r equest Fi l t er i ng -r equest Li mi t s. maxAl l owedCont ent Length: 104857600

    6. Back up the current IIS 7 configuration and verify.

    %wi ndi r %\ syst em32\ i net sr v\ appcmd. exe 

    add backup "Blackboard Post-Change Backup"

    %wi ndi r %\ syst em32\ i net sr v\ appcmd. exe list backup

    7. Restart the IIS service.

    a. Click Start, select Admini st rat ive Tools, and then select Server Manager .

    b. From the left menu, click the plus sign next to Configuration and then clickServices .

    c. From the list of services, right-click World Wide Web Publish ing Service andselect Restart.

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    Install on Windows on One or Two Servers (Optional) Set Up File System Storage

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    (Optional) Set Up File System Storage

    Setting up file system storage on a separate storage device is an optional step for BlackboardLearn - Enterprise Edition clients.

    Note  Blackboard Learn - Basic Edition clients must use the local default location ofc: \ bl ackboar d\ cont ent .

     About Fi le System Storage

     All of the content files for Blackboard Learn, such as files uploaded to Courses and image files,are stored by default in the bl ackboar d\ cont ent  directory. If the content managementcapabilities have been licensed, the Content Collection has several content directories, each onededicated to one of the top-level directories. For example, the \ l i br ar y directory stores all thefiles for the Library.

    In a load-balanced configuration, this location must be accessible by all of the application servers.The location can be a share on one of the application servers or on the database server, or it canbe a SAN (storage area network) or NAS (network-attached storage) on a separate file server.

    These instructions detail how to set up the bl ackboar d\ cont ent  directory on a separate fileserver. The same methods can be repeated to set up the content management directories on aseparate file server. The use of a separate storage device requires additional configuration of theBlackboard services to allow them to run under the permission of a domain user.

    How to Set Up a Shared File System

    Follow these steps to setup the bl ackboar d\ cont ent  directory on another server.

    1. Log in to the file server as a domain user (for example, domain\ bl ackboar d) withadministrative privileges. This is the user that runs the Web/application server. That is,this must be the user that logs in to the application server and owns control of the

    Blackboard services. In this example, the domain user is "blackboard."2. Create a directory to store Blackboard Learn content files. For example,

    C: \ bb_cont ent .

    3. Right-click on the bb_cont ent  directory and select Properties.

    4. From the Sharing tab, click Advanced Shar ing.

    5. Select Share this f older .

    6. Click Permissions . The Permissions for bb_content window displays.

    7. Set Permissions so that the Administrators and the domain user who will be running theBlackboard services, such as "blackboard," have full control. No other users should haveaccess to this directory.

    8. After setting permissions, click the Security tab, and then click Edit.

    9. Set Security so that the Administrators and the domain user who will be running theBlackboard services, such as "blackboard," have full control. No other users should haveaccess to this directory.

    10. Click OK.

    11. When prompted by the Installer for the location of the bl ackboar d\ cont ent  directory,type \ \ FI LESERVER\ bb_cont ent .

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    12. If the content management capabilities will be installed, the Installer will prompt for thelocation of the individual Content Collection directories. When prompted, type the path to\ \ FI LESERVER\ bb_cont ent \ st orage followed by a subdirectory name for eachindividual content management directory. For example, the \ user s directory should bestored in \ \ FI LESEVER\ bb_cont ent \ st or age\ user s. Alternatively, the ContentCollection files can be stored on a separate, dedicated, share directory.

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    Install on Windows on One or Two Servers Complete the Pre-Installation Checklist

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    Complete the Pre-Installation Checklist

    The installation checklist below and the installation worksheet should be completed beforeinstalling Blackboard Learn on one or two servers. Completing both the checklist and theworksheet prior to installation will help ensure a successful installation.

    If Blackboard Learn will only be installed on one server, that machine must pass the checklist for

    both the application server and the database server.

    Blackboard Basics

    Review the following list to make sure that Blackboard has provided everything necessary tobegin installation.

    •  A valid Blackboard Learn license file is accessible from the application servers. To receivea license file, contact your Blackboard Client Representative.

    •  The Installer has been downloaded to the application servers. To receive instructions fordownloading the Installer, contact your Blackboard Client Representative.

      The Administrator has contact information for Blackboard Client Support and a login forBehind the Blackboard at https://behind.blackboard.com. 

     Appl ication Server Checkl ist

    Review the following list to make sure that the application server is prepared for installation.

    •  The machine is connected to the network and powered on.

    •  The machine meets the minimum hardware requirements.

    •  A supported version of the operating system is installed on the machine.

    •  The supported version of the JDK is installed on the machine.

    •  The supported version of IIS is installed. If a remote content directory will be used, adomain user has been created and IIS security configured appropriately.

    •  The machine is dedicated to Blackboard Learn and has no unnecessary softwareinstalled.

    •  The Administrator has a plan for managing log files.

    •  The Administrator has a plan for backing up the application file system.

    •  The DNS (Domain Name Server) is set to resolve the server name. Note that the servername should not contain underscore characters. Some versions of Microsoft InternetExplorer block cookies from machines with an underscore in the name.

    •  If the database is running on a separate server, the SQL Server Client libraries are

    installed on the application server.

    •  Any firewalls are configured to allow access to Blackboard Learn ports. These ports aredefined when the Installer is run. It is not possible to use a f irewall to redirect to a differentport. Blackboard Learn must be available to users on the ports specified during theinstallation and not served through an alternate port.

    •  The server clock is synchronized with the other servers used in Blackboard Learnconfiguration. If the server clocks are not synchronized, there may be differences between

    https://behind.blackboard.com/https://behind.blackboard.com/https://behind.blackboard.com/https://behind.blackboard.com/

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    the displayed availability of time-sensitive content and the actual availability of time-sensitive content.

    •  The Windows file system is set to NTFS. Blackboard Learn will not work with a FAT32 filesystem.

    •  The Installer can connect to the SMTP server.

    Database Server Checkl ist

    Review the following list to make sure that the database server is prepared for installation.Remember that if Blackboard Learn will only be installed on one server, the database server andapplication server are configured on one machine.

    •  The machine is connected to the network and powered on.

    •  The machine meets the minimum hardware requirements.

    •  A supported version of the operating system is installed on the machine.

    •  A supported version of SQL Server was installed on the root directory with Mixed Mode

    Security authentication using a local account.•  If using a SQL Server failover cluster, make sure that the cluster is configured and SQL

    Server is running properly.

    •  The person installing Blackboard Learn knows the SQL Server Administrator passwordand what instance of SQL Server will support Blackboard Learn.

    •  The machine is dedicated to Blackboard Learn and has no unnecessary softwareinstalled.

    •  SQL Server is running. If SQL Server was installed just prior to Blackboard Learn, restartthe database machine after installing SQL Server and prior to installing Blackboard Learn.

    •  The database administrator has a plan for backing up the database and managingdatabase log files.

    •  The Windows file system is set to NTFS. Blackboard Learn will not work with a FAT32 filesystem.

    •  If a database instance other than the default will be used, the instance name includes onlyalphanumeric characters. Do not use punctuation or other characters, includingunderscores.

    •  Verify that the SQL Server Database job agent can be successfully started up beforeinstalling or updating the database. (See SQL Server Agent Automatic Startup.) If the jobcannot be run, notify the Database Administrator so that it can be fixed before running theInstaller.

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    Complete the Pre-Installation Worksheet

    The installation worksheet helps identify all the information required by the Installer wheninstalling on one or two servers. Filling out the worksheet prior to installation will help theinstallation process run smoothly.

    The following information is needed by the Installer to complete the installation.

    Blackboard Destination Directory: ___________________________________________

    The path to a directory on the application server where Blackboard Learn will reside. The Installerwill create a directory called bl ackboard within this directory.

    Setup Type: Select the Full Installation option to install Blackboard Learn on one or two servers.This option is also used when installing Blackboard Learn on the database and first applicationserver in a Load-Balanced configuration.

    License File: ___________________________________________

    The path to the current license file for this release and your institution. If a current License File isnot available, contact your Blackboard Client Representative to request one. The License file

    determines which capabilities, such as the Content Collection, are installed. The license file willbe detected automatically if it is renamed bb- l i cense. xml  and placed in the same directory asthe Installer.

    Java Location: ___________________________________________

    The path to the JDK.

    Shared Content Directory: ___________________________________________

    The path to the directory where the Blackboard Learn content files associated with Courses,images uploaded to the system, and all other files added to the system will be stored. The defaultlocation is c: \ bl ackboar d\ cont ent . The location can be a share on one of the applicationservers or on the database server, or it can be a SAN (storage area network) or NAS (network-

    attached storage) on a separate file server. For more information about using a separate fileserver, see Set Up File System Storage for Windows. 

    Note  Blackboard Learn - Basic Edition clients must use the local default location.

     Appl icat ion Server Mach ine Name: ___________________________________________

    The name of the application server. The Installer will automatically populate this value. TheInstaller must be run on the application server. To find the machine name of a server, follow thesteps below.

    1. Right-click My Computer and select Properties.

    2. Click the Network Identification tab.

    3. The full computer name and the domain name both appear. The full computer name is theapplication server Machine Name with the domain name appended(webser ver machi nename. domai n).

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