PegaRULES ProcessCommander Installation Guide
Version: 7.1.6
Database: Oracle
Application Server: WebLogic
© Copyright 2014
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Document: PegaRULES Process Commander Installation Guide
Software Version: 7.1.6
Updated: Tuesday, September 02, 2014
Contents
About This Guide 3
Intended Audience 3
Documentation Resources 3
Platform Support Guide 3
Installation, Upgrade and Deployment Documentation 3
Installation Overview 4
Planning Your Install 4
Product mode 5
Automatic or manual DDL application 5
Split Schema 5
Optional database user for schema changes 5
Installation Prerequisites 6
PRPC Architecture 7
Database Server Setup 8
Database Prerequisites 8
Database Preparation 8
Database Configuration 10
Create the Database 10
Create the Tablespaces 14
Create Users 17
Optional: Manually Generate and Apply DDL 20
Installing the Rulebase 22
Rulebase Prerequisites 22
System Requirements 22
Running the Installation and Upgrade Assistant 23
Running the Command Line Script 31
Completing the Rulebase Installation 31
Application Server Setup 33
Application Server Prerequisites 33
Application Server Preparation 33
Set the JVM Memory Parameters 33
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Edit the setDomainEnv Script or Batch file 33
Set an Explicit Temporary Directory 34
Enable AWT to support PRPC Graphical Reports 34
Put the JDBC Driver in the WebLogic Classpath 35
Configure the WebLogic Server 36
Open the WebLogic Administration Console 36
Enable DNS Lookup 37
Create JDBC Resources 38
Configure JMS Resources for an EAR deployment 45
Create a JMS Module 47
Create a Connection Factory and Subdeployment 49
Create a Topic and Subdeployment 53
Deploying the PRPC Application Archives 56
Deploying the PRPCWAR file, prweb.war 56
Deploying the PRPC EAR file, prpc_wls_jee4.ear 61
Deploy the prsysmgmt.war and prhelp.war applications 66
Configure Split-Schema 66
Assigning the PegaDiagnosticUser Role to your System Management Application Users 67
Post Deployment Configuration 69
Enable Help and System Management Applications 69
Configure Directed Web Access 69
Configure Search Index Host Node Settings 70
Change the Administrator Password 70
Install Frameworks 70
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About This GuideThis guide describes how to install a new instance of PegaRULES Process Commander (PRPC) 7.1.6 on anOracle 12c database and a WebLogic 12c application server.
It does not describe how to perform an upgrade to an existing PRPC instance. That information is in thePRPC 7.1.6 Upgrade Guide.
Intended Audience
This guide is intended for anyone involved in the planning and installation of PRPC 7.1.6 includingresources that manage and administer your Oracle database and WebLogic application server.
Documentation Resources
A variety of documentation and online resources are available to help you with your installation anddeployment process.
The Pega Discovery Network (PDN) is Pegasystems' online documentation and information site. It is thecentral depository for the review and download of updates to this guide and other installation anddeployment documentation.
To access the latest installation and deployment information, navigate tohttps://pdn.pega.com/resources/deployment-guides.
Platform Support Guide
Included with your distribution media and published on the PDN, the 7.1 Platform Support Guide lists thedatabases and application servers supported for the 7.1.6 release.
It is important that you review this document before installing PRPC to verify that you are installing onsupported versions of your database and application server. To access the latest Platform Support Guide,click the Resources tab on the PDN and click the link under PRPC Deployment.
Installation, Upgrade and Deployment Documentation
7.1.6 release notes, deployment information and the latest versions of the installation and upgradeguides are available for review and download from the PDN.
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Installation OverviewInstalling PPRC 7.1.6 is a multi-step process that involves configuring your database and applicationserver, loading rules into the database, and then deploying application archives to the application server.
Prior to installing PRPC:
n See the Platform Support Guide for a list of supported versions.
n Review the Planning Your Install topic in this section. This is particularly important when planningfor enterprise-scale systems with multiple nodes and/or environments.
This install guide is organized to expedite the installation process. It can be summarized in the followinginstall steps that are typically performed in sequence.
1. Configure the database
2. Load the rulebase
3. Configure the application server
4. Deploy PRPC archives
5. Configure PRPC
Some organizations follow specific governance procedures for the allocation and use of IT infrastructure,including databases and application servers. If your organization has special teams for managingdatabases and application servers, these resources should be engaged as early in the planning process aspossible. PRPC supports different deployment topologies and configuration options which impact how thesupporting infrastructure is configured and managed going forward.
Your PRPC distribution package contains a significant number of rules which are loaded into the databaseusing one of two methods:
n Installation and Upgrade Assistant (IUA)— The IUA is a graphical installer tool that guidesyou through the installation process. It is a Java swing application that can be run on both Windowsand Unix systems. This tool requires Java 6 or 7.
n Command Line — Scripts are provided for both Windows and Unix that allow installation onheadless (non-UI) environments and/or environments that require a scripted, repeatable processfor installation. This tool requires Java 6 or 7.
Both installation methods use a batch process to load the rulebase. Due to the magnitude of rules andother data objects which must be loaded, Pegasystems strongly encourages you to run the installer onthe same machine as the database server. If this is not possible, run the installer on a machine with fastdirect access to the database server. Do not attempt to run the installer on a virtual private network(VPN) or a multi-hop wide area network (WAN).
Planning Your Install
PRPC 7.1.6 supports a new runtime mode and a variety of deployment topologies that can impact thechoices you make at different stages of the installation process. Before installing PRPC, consider thefollowing:
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Product mode
PRPC 7.1.6 introduces support for a new runtime mode — Multitenancy. The Multitenancy mode hasdifferent installation requirements, different runtime behaviors and different administrative procedures.This mode should not be selected without reviewing the Multitenancy Administration Guide whichdiscusses this mode in detail. It is included in your distribution package and available on the PDN.
Automatic or manual DDL application
The installer is designed to automatically render and apply schema Data Definition Language (DDL) toyour database. Optionally, DDL may be manually rendered via a command-line script and then appliedusing native or 3rd party tools.
If you intend to manually apply the DDL, do this prior to running the installer.
Split Schema
In 7.1.6, PRPC supports a split schema database configuration. In a split configuration, Rules and Data(including Work) are maintained in two schema. This configuration is required when using Pega 7's HighAvailability features and is generally recommended for organizations requiring minimal downtime whenupgrading PRPC.
Optional database user for schema changes
PRPC supports the use of an optional database account that is preferentially used by specific PRPCfeatures that modify the schema structure. This configuration provides greater auditability and control ofschema changes, but requires:
n the configuration of an additional database user account
n the configuration of a dedicated connection pool in the application server
The use of a second database user is supported for both single and split-schema configurations.
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Installation Prerequisites
The prerequisites for installing PRPC are:
Application Server
l WebLogic Application Server. See the Platform Support Guide for a list of supported versions.
l A minimum of 2 GB memory
l PRPC web applications require a minimum of 2GB of memory to operate, although yourparticular memory requirements may be higher depending on the number of users and yourspecific configuration
l A minimum of 200 MB of disk space
l Make sure that you allocate enough storage to accommodate debugging and other loggingrequirements. In general, ensure that your logging configuration is such that logs are notwritten to the same directory as the application server runtime components.
Database Server
l Oracle relational database. See the Platform Support Guide for a list of supported versions.
l A minimum of 5 GB storage
l The data schema that contains the PRPC work objects should be allowed to grow toaccommodate the page of work creation.
Database and application server time zone and character encoding
Configure your database server and app server to use the same time zone and character encoding toavoid conflicts.
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PRPC Architecture
PRPC is a Java EE-compliant enterprise application that requires two main subsystems for its operation —an application server and a database server.
l The application server hosts PRPC’s application archives and also provides interconnectivity toother systems through various protocols.
l The database server stores the rules, data and work objects used and generated by PRPC.
Application users and developers typically access PRPC through a web browser. Applications may alsoexpose HTTP-based services (e.g. SOAP, REST or HTTP) for purposes of administration or processautomation in a headless environment.
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Database Server SetupThis section lists the database prerequisites and describes how to create user accounts, the database anddatabase schema for your PRPC install.
Database Prerequisites
Before you configure your database, see the Platform Support Guide for a list of supported versions foryour database.
n Oracle server is installed and running.
n Java is enabled in the database.
n If you are using Oracle 11g, do not use the UCP (Universal Connection Pool) feature in your PRPCdatabase. An Oracle bug (BUG 8462305) causes a failure when an application tries to call a storedprocedure causing PRPC to work incorrectly with a database that uses UCP.
n Private synonyms are not in use as they may conflict with the PRPC installer and cause installationerrors.
Database Preparation
Database preparation and configuration depends on three primary considerations.
1. Single vs. Split Schema
2. Base vs. Admin User
3. DDL application
Single vs. Split Schema
It is possible to configure PRPC 7.1 to access two schemas.
n a Rules schema, which contains the PRPC rulebase
n a Data schema, which contains both Data and Work instances
When possible, Pegasystems recommends the use of a split configuration particularly in critical softwaredevelopment life-cycle (SDLC) environments such as QA, STAGE and PROD.
A split-schema configuration is required to support PRPC’s High Availability features, namely rollingupgrade.
In Oracle, schema are defined concurrently with the creation of a user. Therefore, a split-schemaconfiguration requires the establishment of two users, generally referred to as the Rules user and theData user. These users may be associated with individual tablespaces or a common tablespace.Pegasystems recommends separate tablespaces per user for critical SDLC environments.
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Database User Accounts
Oracle databases require a Deployment user with the DBA role just for PRPC installation or upgrade.This user can be removed after installation or upgrade is complete. This is due to the unique nature ofOracle to associate schemas with user accounts. For split schema environments, you will create a Rulesand Data schema, which will create associated user accounts. PRPC uses the Deployment user toassign privileges to the Rules and Data users.
PRPC minimally requires one Base database user account which is used by the application server fornormal runtime operation. The default schema for base users should be the data schema. If possible, it isbest to use a single Base database account for all PRPC operations. However, PRPC is designed toaccommodate an additional Admin user account which is preferentially used by certain PRPC featureswhich modify the database schema.
To configure PRPC to use an Admin account, create the account in the database with the appropriatepermissions, then configure a second JDBC data source in the application server using the new databaseaccount. With a Base + Admin user configuration, the Admin user is granted full privileges, while theBase user is granted a smaller subset.
For most runtime operations, PRPC will use the Base data source and user. If one of the featuresbelow is used, PRPC will choose the Admin data source and user.
Features requiring Admin account
The following features are preferentially accessed by the Admin account if two database accounts areconfigured.
n Schema Change Tracking tool — System > Database > Schema Change Tracking
n Optimize Schema tool — System > Database > Optimize Schema
n Modify Schema wizard — System > Database > Modify Schema
n Import wizard — Application > Distribution > Import
n Property optimization— See the PDN article How to expose a property as a database column withthe Property Optimization tool
n Creating any new Circumstance Definition rule or defining a single circumstance on a rule. Theextended permissions are needed to support reporting on circumstanced properties. See the PDNarticle How to create a rule with multiple circumstance properties.
DDL Generation
The PRPC 7.1.6 installer is designed to automatically generate and apply the DDL. The DDL must be inplace before the installer can load the Rulebase you must create the schema objects (tables, indexes,view, triggers and procedures) required by PRPC. This can be done in one of two ways:
n Automatically — You can use the Installation and Upgrade Assistant (IUA) to automatically tenderand apply the schema DDL for your platform. See the Running the Installation and UpgradeAssistant section for details.
n Manually — If you prefer to inspect and/or manually apply the DDL, you can use thegenerateddl.bat/.sh script packaged with your distribution. This tool automatically renders the
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platform-specific DDL and writes the output to a file. You can then view and edit the file or directlyapply it using any number of native or 3rd party database management tools. For instructions forusing the file see the topic Optional: Manually Generate and Apply DDL.
Database Configuration
To prepare your Oracle database server for use with 7.1.6, complete the following steps.
n Create the database
n Create the tablespaces
n Create users
n Optional: Manually generate and apply DDL
Create the Database
Use the Database Configuration Assistant to create the database. The Assistant provides a guidedapproach to common database management operations, including database creation and deletion.
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1. Select Create Database and click Next>.
The Creation Mode screen displays.
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Complete the following fields:
Global Database Name
Administrative Password
Confirm Password
"oracle" Password
Uncheck the Create as Container Database box
2. Click Next>.
The Assistant will run Pre Requisite Checks and, if passed, automatically progresses to theSummary screen.
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If desired, copy and paste the summary information to a safe location.
3. Click Finish to complete the Assistant and begin database creation.
It typically takes 5-10 minutes to create the database.
4. When database creation is complete, copy the value of the EM Database Express URL to a safe
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location.
5. Click Exit to close the Assistant.
Create the Tablespaces
1. Log into the Enterprise Manager using the URL that was provided by the Database ConfigurationAssistant. The URL is usually in the form of
https://<host>:5501/em
The Enterprise Manager login screen displays.
2. Enter the User Name and Password for the sys operator. Click Login.
User Name = sys
Password = <password>
The Enterprise Manager home screen displays.
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3. Select Storage > Tablespaces.
The Tablespaces screen displays.
4. Select Actions > Create.
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The Tablespace Creation Wizard displays. This provides a guided approach to configuring thetablespace.
In the Name field, enter the name of the tablespace.
5. Click .
The Add Datafiles screen displays.
Increase the values of the File Size to 5000M.
Accept the other defaults.
6. Click OK. The tool will automatically generate and execute the SQL.
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If you are installing 7.1 in a split-schema configuration and wish to maintain Rule and Dataschema in separate tablespace, re-run the Create Tablespace wizard choosing the appropriatevalues for the Data Tablespace.
In order to install PRPC, you must configure the Rules tablespace with a 5 GB datafile. The initial7.1 rulebase consumes 4+ GB of space. If defined, the Data tablespace should be configured basedon a site-dependent analysis of how PRPC and any associated frameworks and/or applications willbe used in the environment.
Create Users
1. Log into the Enterprise Manager.
2. Select Security > Users.
The Users screen displays.
3. Select Actions > Create User.
The Create User wizard displays. This provides a guided approach to creating users and assigningprivileges.
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On the User Account step, enter the Name and Password for the wizard.
Accept the other defaults.
4. Click .
The Tablespaces step displays.
If you created a dedicated tablespace, choose that tablespace from the dropdown menu.
Accept the other defaults.
5. Click .
The Privilege step displays.
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Add the appropriate user privileges based on the table below. To use this table. find the row thatmatches your configuration based on the values in the first two columns.
Splitschema?
AdminUser? Admin User Base User Data User Rules User
No No N/A
CREATE SESSIONCREATE TABLECREATE PROCEDURECREATE VIEWCREATE TYPECREATE TRIGGER
UNLIMITED TABLESPACE UNLIMITED TABLESPACE
No Yes
CREATE SESSIONCREATE ANY TABLEALTER ANY TABLEINSERT ANY TABLESELECT ANY TABLEUPDATE ANY TABLEDELETE ANY TABLECREATE ANY INDEXCREATE ANY PROCEDUREEXECUTE ANY PROCEDURECREATE ANY VIEWCREATE ANY TYPECREATE ANY TRIGGERALTER ANY TRIGGERGRANT ANY OBJECT PRIVILEGEDROP ANY TRIGGERDROP ANY TABLEDROP ANY PROCEDUREDROP ANY VIEWDROP ANY INDEX
CREATE SESSION UNLIMITED TABLESPACE UNLIMITED TABLESPACE
Yes Yes
ANALYZE ANYANALYZE ANY DICTIONARYCREATE SESSIONCREATE ANY TABLEALTER ANY TABLEINSERT ANY TABLE WITH ADMINOPTIONSELECT ANY TABLEUPDATE ANY TABLE
N/ACREATE SESSIONUNLIMITED TABLESPACE
UNLIMITED TABLESPACE
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Splitschema?
AdminUser? Admin User Base User Data User Rules User
DELETE ANY TABLECREATE ANY INDEXCREATE ANY PROCEDUREEXECUTE ANY PROCEDURECREATE ANY VIEWCREATE ANY TYPECREATE ANY TRIGGERALTER ANY TRIGGERGRANT ANY OBJECT PRIVILEGEDROP ANY PROCEDUREDROP ANY TRIGGERDROP ANY TABLEDROP ANY VIEWDROP ANY INDEX
6. Click OK when you finish adding the permissions.
7. For a split schema configuration, repeat the steps to configure the Data user.
At this point, the database should be properly configured to load the Rulebase using the PRPC Installerunless you plan to manually generate and apply DDL.
Optional: Manually Generate and Apply DDL
A generateddl script is provided for Windows (generateddl.bat) and Linux (generateddl.sh). This toolautomatically renders the platform-specific DDL and writes the output to a file. You can then view andedit the file or directly apply it using any number of native or 3rd party database management tools. Bothscripts work identically and accept the arguments noted in the table below using the followingconvention:
generateddl.bat --action install --arg1 [value] --arg2 [value] ..... --argn [value]
You must supply the --action parameter to the script. If no additional arguments are passed to thescript, the script defaults to the values of the properties set in the setupDatabase.properties file.
ScriptArguments setupDatabase.properties Required? Description
--action none Yes Required in the command line using avalue of install
--dbType pega.database.type Yes
Database vendor type. Enter udb forDB2-LUW,mssql for MS SQLServer;oracledate for Oracle, postgres for Post-greSQL
--dbSchema rules.schema.name Yes
In a single schema environment sets therules schema and data schema. In a split-schema environment, sets the rulesschema only.
--dbDataSchema data.schema.name Yes *(Optional) Specified for a split schemaenvironment only. Sets the data schemafor the environment.
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--out-putDirectory none
(Optional) the output directory for thescripts. Defaults to [distributionImage]/schema/generate/[dbType]
--mtSystem multitenant.system Yes ** Whether this is a MultitenantSystem. 'true' if yes, 'false' if no
--username pega.jdbc.username Yes Database username
--password pega.jdbc.password Yes Database password
--url pega.jdbc.url Yes Database jdbc url enclosed in doublequotes
--driverJar pega.jdbc.driver.jar Yes Path to the jdbc driver
--driverClass pega.jdbc.driver.class Yes Class of the jdbc drver
--connProperties jdbc.custom.connection.properties(Optional) Semicolon-delimited customJDBC properties (e.g. prop1-1=value;prop2=value;prop3=value)
* Required if using a split-schema database configuration** Required if installing a Multitenant system
1. Open the file setupDatabase.properties for editing. This file is located in the scripts folder ofyour distribution.
2. Specify the properties noted in the table above.
3. Type generateddl.bat or generateddl.sh passing in the required --action install parameter.
Single schema example: #generateddl.bat --action install --dbSchema Rules
Split schema example: #generateddl.bat --action install --dbSchema Rules--dbDataSchema Data
4. The script writes the output to the following directory.
<PRPC_HOME>\schema\generated
This directory is deleted and recreated each time the generateddl script is executed. If you wantto save a copy of the DDL, rename the directory prior to running the tool.
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Installing the RulebaseThis section describes how to install and load the PRPC rulebase.
The PRPC Rulebase can be loaded using either of the following methods.
n Installation and Upgrade Assistant (IUA)— uses a Java-based UI guided tool that sets up thePRPC Rulebase schema in the database and loads PRPC rules
n Command-line script— A command-line script is provided for both Unix and Windows platformsand is suitable for automating the installation process of installing PRPC in headless environments
Rulebase Prerequisites
Prior to running the installer — either the IUA or the command-line version — confirm you meet thefollowing prerequisites:
n Database users and roles are defined with the proper privileges
n A new database is defined with sufficient capacity
n Database schemas are defined
For a single schema configuration, you should have one schema for both rules and data objects
For a split schema configuration, you should have separate schema for rules and data objects
System Requirements
Because of the large volume of data loaded by the Installation and Upgrade Assistant (IUA), you shouldrun the installer or command-line install scripts on the same machine as the database server. If this isnot possible, run the tool on a system with fast, direct access to the database server.
The minimum systems requirements are:
n Windows or Linux operating system
n 1.25GB of memory
n 6GB of disk space
n Java Platform, Standard Edition Development Kit (JDK)
The installer creates a series of log files in <PRPC_HOME>\scripts\logs. If you encounter a problemwhile running the installer, copy the logs to a safe location before re-running the installer. The IUA re-creates this directory each time the installer is run.
The <PRPC_HOME>\.checksum directory provides an MD5 checksum for each the file in thedistribution. To verify that the distribution has been downloaded correctly, you can calculate a checksumusing the Jacksum tool www.jonelo.de/java/jacksum/.
For example: if your PRPC distribution was unzipped to <PRPC_HOME>:
java -jar jacksum.jar -m -a md5 -r -p -O outputFile.md5 <PRPC_HOME>
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Compare outputFile.md5 to the md5 file located in <PRPC_HOME>\.checksum. The checksumvalues should be identical.
Running the Installation and Upgrade Assistant
This section describes how to run the Installation and Upgrade Assistant (IUA) to install the rulebase.Before running the IUA, make sure you have met the database and system prerequisites.
1. Copy the distribution file to the computer that you will use to run the IUA. Extract the contents ofthe ZIP file into an empty directory.
If you are installing the software from the PRPC DVD included with your media distribution, copythe contents of the DVD to an empty directory.
2. Double-click the PRPC_Setup.jar file.
Alternatively, right-click the PRPC_Setup.jar file and select Open With > Java.
3. The IUA loads and the install icon appears in your task bar.
Throughout the install, you can click the buttons at the bottom of the screen to navigate fromscreen to screen, get install help or cancel the process. The recommended selection is indicated bythe button with a blue background.
n moves to the next screen
n goes back to the previous screen
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n starts a process
n displays help for that screen
n cancels the install and exits the IUA
4. Click to display the License Agreement.
Scroll to read the agreement.
5. Click to accept it and move to the Installer Mode screen.
If you do not want to accept the agreement, click to exit the IUA.
On the Installer Mode screen, choose Installation. If you are performing an upgrade, see thePRPC 7.1.6 Upgrade Guide.
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6. Click to choose your Database Type.
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Select your database type.
7. Click to choose the Product Edition.
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Select the PRPC edition you want to install.
PRPC Standard Edition— this option installs a new instance of PRPC 7.1.6. It is the defaultselection.
PRPC Multitenancy Edition— this option installs PRPC 7.1.6 in a specialized mode designed tosupport Software As A Service (SaaS) runtime environments. See the PRPC 7.1.6MultitenancyAdministration Guide on the PDN for more information.
Upgrading or migrating from one edition to another is not supported. If you install one editionand later decided to use a different edition, you will need to drop and recreate the database orcreate a new database. The schema DDL between the two editions are not compatible.
8. Click to set up your database connection.
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Complete the fields to specify the database connection to your PRPC database.
Some of the fields on this screen — in particular the JDBC Driver Class Name and theDatabase JDBC URL— are pre-populated based on the type of database you selected on theprior screen. If you edit these or any other fields on this screen and later decide to change thedatabase type, the IUA may not populate the fields correctly. If this occurs, you can enter thecorrect field values as documented below or exit and re-launch the IUA, selecting the intendeddatabase type.
JCBC Driver Class Name — Enter the JDBC driver class name.
The IUA will attempt to pre-populate this field for you as oracle.jdbc.OracleDriver. If the fielddoes not populate correctly, manually enter the class name or exit and re-launch the IUA.
JDBC Driver JAR File — Enter the full path to the appropriate driver file for your database type
and version. Click to browse and select the file. See the Release Notes for a list ofsupported drivers.
Database JDBC URL— Enter the JDBC connection URL for your PRPC database.
The IUA will attempt to pre-populate this field asjdbc:oracle:thin:@//localhost:1521/orcl. If the field does not populate correctly, manually edit the field or exit and re-launch the IUA.
Database Username and Password— Enter the user name and password for the PRPC user onyour database.
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Make sure you have configured the database user you use during the installation with full read,write and administration permissions. The user must have access to the schema for the PRPCdatabase. In particular, the database operator used to connect to the database during the installmust be explicitly granted privileges that allow them to create user defined functions.
Rules Schema Name (Required)— Enter the name of the Rules schema in the PRPC database.
Data Schema Name (Required)— Enter the name of the Data schema in the PRPC database.
If you are installing into a single schema, the value for the data schema name should beconfigured to match the value of the Rules Schema Name.If you are installing into a split schema, those values should be different, corresponding to theschema you defined in the database.
When you have completed entry of the database connection values, click . If theconnection is not successful, review your connection information, correct any errors and retest.
9. If the connection is successful, click to choose how you want to apply the databaseschema.
By default, the IUA is designed to automatically generate and apply the schema DDL to yourdatabase. If the DDL is already defined in the database, select the Bypass Automatic DDLApplication option. Otherwise, leave the box unchecked.
10. Click to enter the System Name.
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Complete the following fields.
System Name — Enter a name for your PRPC system.
Production Level — Enter a production level. Depending on the type of installation, choose:
5 for a system that will be used in production
4 for a pre-production system
3 for a test system
2 for a development system
1 for an experimental system
The Production Level affects many security features of your system. Both the System Name andProduction Level can be changed through PRPC once the system is running.
The System Name can be accessed from the System > Settings > System Name landing page. TheProduction Level can be updated from the App Explorer by typing Data-Admin-System in the searchfield and then selecting SysAdmin > Class > Data-Admin-System to open your system.
11. Click to begin the Rulebase Load.
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Click to start the rulebase load. Installation logs automatically appear in this window.
The rulebase load time can last for several hours and will vary widely based on network proximityto the database server. The log window may appear inactive when the IUA is processing largerfiles. When the load is complete or if there is an issueduring installation, a message box appears. Ifthere is an issue, copy the installation log from the temporary directory to a safe location beforeexiting the IUA.
12. Click to close the IUA.
Running the Command Line Script
To use the install.bat/.sh script, you configure the setupDatabase.properties file and run the script.
1. First edit the setupDatabase.properties file.
You can find the setupDatabase.properties file in the scripts directory of your distribution, .e.g<PRPC_HOME>\scripts\setupDatabase.properties
2. Open a command prompt and navigate to the scripts directory.
3. Type install.bat or ./install.sh to run the script.
The installation of the rulebase can take several hours, depending on the proximity of the database to thesystem running the install script.
Completing the Rulebase Installation
As the install proceeds, it reports performance metrics for each step of the installation process.
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When complete, a BUILD SUCCESSFUL message displays followed by the Total Time in minutes andseconds for the installation.
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Application Server SetupThis section describes how to configure your WebLogic Application Server for use with PRPC 7.1.6.
n Prerequisites
n Preparation
n Configuration
n Deploying PRPC Archives
Application Server Prerequisites
Before you start to set up your application server, confirm that the following prerequisites have beenmet.
n You have installed a supported JDK. See the Platform Support Guide for a list of supportedversions.
n Confirm or set a JAVA_HOME environment variable that points to the directory where the JavaJDK is installed.
n You have installed a supported version of the WebLogic application server. See the PlatformSupport Guide for a list of supported versions.
n You have created your WebLogic domain.
Application Server Preparation
Complete the following procedures to set configuration properties in the WebLogic environment that arerequired by PRPC.
These procedures describe a typical method for setting configuration properties in a basic WebLogicinstallation by modifying the setDomainEnv file. More complex WebLogic installations may use differentstartup scripts. If you are unsure about your environment, review this section with your WebLogicadministrator to determine the appropriate script in which to enter these options so they are read duringstartup.
Set the JVM Memory Parameters
Edit the setDomainEnv file to increase the amount of system memory allocated to the applicationserver running PRPC. The following minimums are recommended.
l Minimum Heap Size (-Xms): 2048MB
l Maximum Heap Size (-Xmx): 4096MB
If your application server is using the Sun JVM as recommended, also add the PermSize andMaxPermSize settings.
l PermSize (-XX:PermSize): at least 64MB
l MaxPermSize (-XX:MaxPermSize): at least 384MB.
Edit the setDomainEnv Script or Batch file
Edit the files as follows:
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1. Open the setDomainEnv file, setDomainEnv.cmd for Windows or setDomainEnv.sh for UNIXplatforms, in a text editor.
These scripts are located in the bin directory of your WebLogic domain.
<app-server-install-root>/user_projects/domains/domain-name/bin
Example:
C:\Oracle\Middleware\user_projects\domains\pega\bin
2. Find the setting for USER_MEM_ARGS:
@REM IF USER_MEM_ARGS the environment variable is set, use it tooverride ALL MEM_ARGS values
if NOT "%USER_MEM_ARGS%"=="" (set MEM_ARGS=%USER_MEM_ARGS%)
3. Before the override setting, add the line set USER_MEM_ARGS= to specify the memory settingsas follows:
set USER_MEM_ARGS=-Xms2048m –Xmx4096m -XX:PermSize=64m -XX:MaxPermSize=384m
For example:
@REM IF USER_MEM_ARGS the environment variable is set, use it tooverride ALL MEM_ARGS valuesset USER_MEM_ARGS=-Xms2048m –Xmx4096m -XX:PermSize=64m -XX:MaxPermSize=384mif NOT "%USER_MEM_ARGS%"=="" (set MEM_ARGS=%USER_MEM_ARGS%)
4. Save the file.
Set an Explicit Temporary Directory
In the SetDomainEnv file, create a JVM property to set an explicit Temporary directory for PRPC. Thisdirectory is used by PRPC to store static data during a session. It is important that it be properly specifiedand accessible to the Process Commander user
In the setDomainEnv.cmd file for Windows or the setDomainEnv.sh file for UNIX platforms, add theline set EXTRA_JAVA_PROPERTIES=-Dpega.tmpdir= and specify the full path to a directory youhave allocated, for example:
set EXTRA_JAVA_PROPERTIES=-Dpega.tmpdir=C:\PegaTemp\pr_temp
Enable AWT to support PRPC Graphical Reports
Add or modify your JAVA_OPTIONS setting to include:
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–Djava.awt.headless=true
For example, add the following line to the setDomainEnv.cmd (Windows) or the setDomainEnv.sh(UNIX) file:
set JAVA_OPTIONS=%JAVA_OPTIONS% –Djava.awt.headless=true
Put the JDBC Driver in the WebLogic Classpath
For PRPC to connect to the relational database, the database driver(s) must be in the WebLogic classpath.
1. In the setDomainEnv.cmd (Windows) or the setDomainEnv.sh (UNIX) file, add the line setEXT_PRE_CLASSPATH= and specify the path to, and the name of, the appropriate JDBC driver.Using EXT_PRE_CLASSPATH ensures that the system finds and uses this JDBC driver.
For example, your setting will look similar to the following:
set EXT_PRE_CLASSPATH=C:\Oracle\Middleware\user_projects\domains\pega\lib\ojdbc6.jar
The appropriate file depends on the Java version of your JVM:
l For Java 6: ojdbc6.jar
l For Java 7: ojdbc7.jar
2. Save and close the setDomainEnv file.
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Configure the WebLogic ServerThe procedures below describe the steps you need to take in the WebLogic Administration Console toconfigure the server to deploy the PRPC application archives.
For more information about installing and using the WebLogic Administration Console, see the OracleWebLogic documentation athttp://www.oracle.com/technetwork/middleware/weblogic/documentation/index.html
Open the WebLogic Administration Console
1. Start the Administration server for the PRPC domain.
You can start the Administration Server by running the appropriate startWebLogic script,startWebLogic.cmd (Windows) or startWebLogic.sh (UNIX,) in the bin directory of yourdomain directory. For example:
Oracle\Middleware\user_projects\domains\<domain>\bin
On Windows, you can also start the Administration server from a shortcut on the Start menu byselecting Oracle WebLogic > User Projects > <domain> >Start Admin Server for WebLogic Domain.
2. Start the Administration Console and log in with the administrative user name and password thatyou specified in the Configuration Wizard.
You can start the Administration Console in a browser by opening the URLhttp://hostname:port/console where hostname is the name of the Administration Server and portis the port on which the Administration Server is listening for requests (port 7001 by default).
The Administration Console displays.
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Enable DNS Lookup
The PRPC Tracer requires that DNS lookup be enabled in order to display the name of the client host,rather than its IP address. To enable DNS lookup, perform the following steps.
1. In the Admin console navigate to Environment > Servers > AdminServer > Configuration > Tuning.
The Tuning settings page displays.
2. On the Tuning page, enable Reverse DNS Allowed.
If configuration editing is not enabled, click Lock & Edit in the Change Center at the top-left ofthe page.
l Select the Reverse DNS Allowed box.
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l Click Save on the Settings page.
l If configuration editing is not enabled, click Activate Changes in the Change Center.
A confirmation message displays on the AdminServer page.
3. Remain in the Administration Console to continue preparing the server.
Create JDBC Resources
Complete the following procedure to create a JDBC Connection Pool and Data Source in WebLogic to allowPRPC to connect to the PRPC database.
1. In the Administration Console, under Domain Structure, select Services > JDBC > Data Sources.
The Summary of JDBC Data Sources page displays.
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If configuration editing is not enabled, click Lock & Edit in the Change Center at the top-leftof the page.
1. On the Data Source page click New.
The Create a New JDBC Data Source page displays.
2. Complete this page.
l In the Name field, enter PegaRULES.
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l In JNDI Name, enter jdbc/PegaRULES.
l Select the Database Type Oracle.
l Select a Database Driver suitable for the Type you selected.
After you select the Database Type, the Database Driver dropdown lists the JDBC driversavailable for that Type. If you are unsure about which JDBC driver to choose, see the ReleaseNotes in the Deployment Guides section of the PDN.
If you choose an XA driver to enable two-phase commit, you must install the prpc_wls_jee4.ear fileas the core PRPC application archive.
If you are using XA drivers, you should also increase the maximum connections specified for theconnection pool associated with the JDBC data source defined for PRPC to more than 60. See yourapplication server documentation for instructions.
For Oracle 12c, specify Type 4 (thin client) JDBC drivers.
3. Click Next.
The Transactions Options page, similar to the following, displays. The particular options thatappear depend on the type of driver you selected.
4. Unless instructed otherwise by your site database administrator, accept the defaults for thetransaction options and click Next to display the Connections Properties page.
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5. Complete this page as follows:
l In the Database Name field enter the name of the PRPC database.
l In the Host Name field, enter the name or IP address of the database server.
l In the Port field enter the port number to be used to connect to the database server.
l Complete the User Name and Password fields with the credentials for the PRPC user youcreated for the database.
6. Click Next.
This page varies depending on the type of database you are specifying.
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7. Click Test Configuration. If the test is successful, click Finish.
If the test is not successful, review your settings and retest.
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When you click Finish, you will return to the Summary of JDBC Data Sources.
8. If Configuration editing is not enabled, click the Activate Changes button in the Change Center.
9. Click the name of the data source you just created in the Data Sources table.
10. On the Settings page for the data source, click the Connection Pool tab.
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11. If Configuration editing is not enabled, click the Lock & Edit button in the Change Center to edit
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the data source Configuration.
12. Verify that the Connection Pool properties are correct for the data source you created, andmodify as needed.
13. Select the Targets tab and select the AdminServer as the target for the data source.
14. Click Save, then, if Configuration editing is not enabled, click Activate Changes.
Configure JMS Resources for an EAR deployment
If you are deploying PRPC's EAR archive, prpc_wls_jee4.ear, complete the following procedure todefine JMS resources used by PRPC.
If you are deploying PRPC’s WAR archive, prweb.war, you do not need to configure JMS resources. Skipthis section and go to the topic, Deploying the PRPC WAR file, prweb.war.
PRPC's EJB components use JMS Services internally. If you are deploying the EAR archive, you mustcomplete this procedure even if your PRPC application does not use messaging to integrate with externalsystems.
To configure the JMS resources required by PRPC:
1. Create a JMS Server targeted at your WebLogic server.
2. Create a JMS Module.
3. In the JMS Module create:
l a Connection Factory and subdeployment targeted to the JMS Server
l a Topic and subdeployment targeted to the JMS Server.
Create a JMS Server
1. On the Administration Console, under Domain Structure, click Services > Messaging > JMSServers.
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2. If Configuration editing is not enabled, click Lock & Edit in the Change Center. Click New tocreate a new server.
3. In the Name field, enter a name to identify the PRPC JMS server, such as PRJMS_Server. ClickNext.
4. In the Target dropdown, select your Admin Server or the managed server you created for PRPC.Click Finish.
You return to the Summary of JMS Servers page.
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5. Confirm that you see the message, JMS Server created successfully. If Configuration editing isnot enabled, click Activate Changes in the Change Center.
6. Click Home to return to the Domain home page.
Create a JMS Module
1. On the Administration Console, under Domain Configurations, select Services -> Messaging ->JMS Modules.
This will become the container for the connection factory and topic.
2. If Configuration editing is not enabled, click Lock & Edit in the Change Center. Click New in the
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JMS Modules table.
3. On the Create JMS System Module page, enter a name such as PRJMS_Module and click Next.
4. In the Targets table, select the box for AdminServer or the server to which you will deploy PRPCand click Next.
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5. CheckWould you like to add resources to this JMS system module? and click Finish.
The Settings page for your JMS Module displays.
6. Confirm that you see the message The JMS module was created successfully. If Configurationediting is not enabled, click Activate Changes in the Change Center.
Create a Connection Factory and Subdeployment
1. Still on the Settings page for your JMS Module, click Lock & Edit in the Change Center ifConfiguration editing is not enabled. Click New in the Summary of Resources table to display
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the page.
2. Select Connection Factory. Click Next.
3. Enter a Name for the Connection Factory such as PRAsyncConnectionFactory and enter exactlyjms/PRAsyncTCF in the JNDI Name field. Click Next.
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4. Click Advanced Targeting.
5. Click Create a New Subdeployment.
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6. Under Subdeployment Properties, enter a Subdeployment Name such as PRJMS_Subdeployment. Click OK.
You return to the Properties page for the Connection Factory.
7. Under Targets, select the box for the JMS Server you created for PRPC and click Finish.
You return to the Settings page for your JMS Module.
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8. Confirm that you see the message Connection Factory created successfully. If Configurationediting is not enabled, click Activate Changes in the Change Center.
Create a Topic and Subdeployment
Repeat the procedure you just completed for the Connection Factory to create a JMS Topic andSubdeployment in this JMS Module.
1. On the Settings page for your JMS Module, click Lock & Edit in the Change Center if needed, andNew in the Summary of Resources table to display the Create a New JMS System ModuleResource page again.
2. From the list of resource types, click Topic and then Next to display the Create a New JMSSystem Module Resource page for the topic.
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3. Enter a Name for the Topic, such as PRAsyncTopic, and enter exactly the JNDI namejms/PRAsyncTopic. Click Next.
4. Select Create a New Subdeployment.
5. On the Create a New Subdeployment page, enter a new name for the subdeployment, such asPRJMS_Subdeployment_Topic. Click OK.
Be sure to use a different name than the one you used for the Connection FactorySubdeployment. The Connection Factory and the Topic should each have their own subdeployment.
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6. Under Targets, select the JMS Server you created for PRPC and click Finish
to display the Settings page for your JMS Module.
7. Confirm that you see the message The JMS Topic was created successfully. If Configurationediting is not enabled, click Activate Changes in the Change Center.
This completes the configuration tasks for your WebLogic server.
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Deploying the PRPC Application Archives
This section describes how to deploy the PRPC application archives following the configuration of yourWebLogic application server.
The PRPC core application component is available both as a WAR file, prweb.war and as an EAR file,prpc_wls_jee4.ear. You can deploy either one of these archives but not both.
Deploying the PRPC WAR file, prweb.war
Skip this procedure if you are planning to deploy the PRPC EAR file.
1. In the Domain Structure section, click Deployments.
2. If Configuration editing is not enabled, click Lock & Edit to unlock the page. In the Deploymentstable, click Install.
3. In the Install Application Assistant, click the upload your file(s) link.
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4. Click Choose File next to the Deployment Archive field to navigate to the archives directory ofyour PRPC distribution.
5. Select the prweb.war file and click Open. When the file name displays in the DeploymentArchive field, click Next.
6. Make sure the radio button next to prweb.war is selected. Click Next.
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7. Select Install this deployment as an application. Click Next to display the optional settingspage.
8. Make sure the Name is prweb. Click Next to accept the defaults.
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9. Leave Yes, take me to the deployment's configuration screen selected and review that theother settings are as expected. Click Finish to begin deploying the application.
When the WAR file has deployed, you are returned to the application’s Settings page.
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10. Review the Overview page to confirm that the settings are as expected.
11. Click the Targets tab and verify that the target server is correct.
12. Click Save in the Assistant or Activate Changes in the Change Center to save the configuration.
13. In the Domain Structure panel, click Deployments again to continue with the deployments of
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the prsysmgmt.war and prhelp.war applications.
Deploying the PRPC EAR file, prpc_wls_jee4.ear
Skip this procedure if you have deployed the PRPC WAR file.
1. In the Domain Structure panel, click Deployments.
2. If Configuration editing is not enabled, click Lock & Edit to unlock the page. Click Install.
3. Click the link upload your file(s).
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4. Next to the Deployment Archive field, Click Choose File to navigate to thearchives/prpc/weblogic/ear/app folder in your PRPC distribution. Select the prpc_wls_jee4.ear. When the file name is displayed in the Deployment Archive field, click Next.
5. On the Install Application Assistant, confirm the upload path and that the button next to thearchive name is selected. Click Next.
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6. Select Install this deployment as an application. Click Next to display the OptionalSettings page. Click Next to review and accept the defaults.
7. Leave Yes, take me to the deployment's configuration screen selected and review thesettings to confirm that they are as expected. Then, click Finish to begin deploying the application.
When the archive deploys, you return to the application’s Settings page.
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8. Review the Overview tab to confirm that the settings are as expected.
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9. Click the Targets tab to verify that the target server for the application is correct.
10. Click the Overview tab again, and click Save.
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11. In Domain Structure, click Deployments to return to the Deployments page.
12. Continue with the deployments of the prsysmgmt.war and prhelp.war applications.
Deploy the prsysmgmt.war and prhelp.war applications
Repeat the procedure described for prweb above to deploy the two other PRPC applications,prsysmgmt.war and prhelp.war.
Do not start these applications after deployment.
For more details on the System Management Application, see the System Management Application pageon the PDN.
Configure Split-Schema
WebLogic uses a Deployment Plan to configure the JNDI setting in the application archive. ADeployment Plan is a user configurable XML file that captures environment-specific configurationproperties. If you plan to configure WebLogic to use a split-schema configuration follow these steps.
1. Create or edit a Deployment Plan.
2. Configure a specific directory structure for the Deployment Plan and the EAR/WAR archive.
3. Deploy (or redeploy) the application archive and Deployment Plan using the WebLogicAdministration Console or the command line.
Step 1 — Edit the Deployment Plan
Your PRPC 7.1.6 distribution is packaged with a sample deployment plan that you can use for yourenvironment. The deployment plan is located in the following directory:
EAR: <PRPC_HOME>\archives\prpc\weblogic\ear\plan\Plan.xml
WAR: <PRPC_HOME>\archives\prpc\weblogic\war\plan\Plan.xml
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1. Make a copy (backup) of the sample plan, in case you need to back out your changes.
2. Open Plan.xml in a text editor, and locate the elements named defaultDataSchema anddefaultRulesSchema. Add the values for your schema in the <value> element. For example:
3. Save Plan.xml.
Step 2 — Configure the Directory Structure
If you plan to deploy the WebLogic archive and Deployment Plan using the WebLogic AdministrationConsole, youmust use a specific directory structure.
Your PRPC 7.1 distribution includes a preconfigured structure. So you should not have to recreatethe required directories. However, if you maintain your WebLogic EARs (or WARs) in a separate location,you will need to replicate the proper directory structure.
For example: the directory structure for ear deployments is:
<someDirectory>\app\prpc_wls_jee4.ear
<someDirectory>\plan\Plan.xml
The names of <someDirectory> and the EAR file can change, but the directory structure and name ofthe deployment plan, Plan.xml, cannot.
Step 3 — Deploy the Archive
To deploy the WebLogic archive with a Deployment Plan using the WebLogic Console, log in to the consoleand deploy the archive as described elsewhere in this document.
However, instead of selecting the EAR or WAR file, you will select <someDirectory>. For example, ifyou are deploying the archive from the 7.1.6 distribution, you select either:
EAR: <PRPC_HOME>\archives\prpc\weblogic\ear\app
or
WAR: <PRPC_HOME>\archives\prpc\weblogic\war\app
WebLogic automatically includes both the EAR (or WAR) file and the Deployment Plan (Plan.xml) whenyou select the directory. You can also deploy the archive and Deployment Plan using the command linetool weblogic.Deployer. See the WebLogic documentation for more information.
Assigning the PegaDiagnosticUser Role to your System Management Application Users
Users accessing the System Management Application in PRPC must be assigned the rolePegaDiagnosticUser. If the user does not have this role they will be challenged for authentication when
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they attempt to access the System Management Application.
By default, the deployment configuration for PRPC assigns the PegaDiagnosticUser role to administrativeusers. If you want to restrict access to the System Management Application, use your application servertools to assign the role to any other users that must be able to access the System ManagementApplication.
PegaDiagnosticUser is associated with the System Management Application through a security-constraintelement on the Diagnostic Data servlet defined in the prweb.war application’s web.xml file.
<security-constraint><web-resource-collection><web-resource-name>Diagnostic Data</web-resource-name>
<description>Serves diagnostic files generated by the JMXclient</description> <url-pattern>/DiagnosticData</url-pattern> <http-method>GET</http-method> <http-method>POST</http-method> </web-resource-collection> <auth-constraint> <role-name>PegaDiagnosticUser</role-name> </auth-constraint></security-constraint>
If you do not want to restrict access to the System Management Application, edit the web.xml file in theWEB-INF directory of the prweb.war deployment in your application server and delete this securityconstraint element.
In EAR file deployments, the web.xml file is located in the prweb.war file packaged inside the .ear file.
Changing this setting in the web.xml file may require redeploying the PegaRULES Application.
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Post Deployment ConfigurationThis section describes the post deployment activities that are performed in the system once you havecompleted the setup and configuration of your WebLogic application server and deployed the PRPCarchives.
n Enable Help and System Administration applications
n Configure Directed Web Access
n Configure search index host node settings
n Change the administrator password
n Install frameworks
Enable Help and System Management Applications
The Help and System Management web applications are accessed from the PRPC interface through a URL.Either application can be deployed to a different application server than the core PRPC application.
To enable these applications
1. From the Designer Studio, select the System > Settings > URLs menu item.
2. In the Online Help URL field, enter the URL for the Help application in the format:
http://<host>:<port>/prhelp
3. In the SMA URL field, enter the URL for the System Management Application in the format:
http://<host>:<port>/prsysmgmt
4. Click Submit.
You must log out of PRPC and log back in for these changes to take effect.
Configure Directed Web Access
Directed Web Access (DWA) allows external users that do not have a PRPC Operator ID to process anassignment in your application on a one-time basis. The URL you specify here is provided in an email tothe external user to access PRPC and may identify a proxy server.
To configure DWA:
1. Select the Designer Studio System > Settings > URLs menu item.
2. In the Public Link URL field, enter the URL that you want to provide in emails in this format:
http://<host>:<port>/prweb
3. Click Submit.
You must log out of PRPC and log back in for these changes to take effect.
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Configure Search Index Host Node Settings
Search indexing supports the full-text search facility in PRPC for rules, data instances, and work objects.By default, search indexing is enabled and indexing starts automatically when you start the applicationserver after deploying PRPC.
Host node settings are set by default to your PRPC node, and the Index directory is set toPegaRULESIndex in your PRPC temporary directory.
You can change the default settings on the Search tab of the System – Settings landing page. Toaccess this page, select the Designer Studio > System > Settings > Search menu item.
Change the Administrator Password
Because the default password for the system administrator is widely published, it is important to protectyour system after an installation by changing the password for the [email protected] operator ID.
To change the password
1. From the Operator Menu located to the right of the Designer Studio header, select the Profileoption.
2. Click Change Password.
3. Verify the Current Password, then enter and confirm the New Password.
4. Click Save.
Install Frameworks
If you are installing one of Pegasystems Frameworks as part of your PRPC development environment,install the framework now.
Follow the instructions in the Installation Guide provided on the distribution media for the Framework.
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