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Installing Symantec Management Platform and IT Management Suite

ITMS Installation and Upgrade

Launch and use the Symantec Installation Manager to install Symantec Management Platform and IT Management Suite solutions.

Symantec recommends that you install and test IT Management Suite in a test environment before you install it in a production environment.

The following procedure addresses how you must launch the installation wizard from Symantec Installation Manager and select the Symantec Management Platform and IT Management Suite solutions to be installed. You must then configure the required settings for setting up theIT Management Suite on a computer.

After the installation is completed, the Symantec Management Console launches on the computer where you installed the IT Management Suite solutions. The Welcome page of the Symantec Management Console is displayed, which contains links to the major first-time setup configuration steps. Additionally, you can perform the post-installation tasks or run the migration wizard to migrate Notification Server 6.x/7.0 to the Notification Server 7.5 SP1.

The installation of IT Management Suite solutions using the Symantec Installation Manager includes the following steps:

  1. Configuring initial settings and checking the installation readiness

    See “To configure initial installation settings and check the installation readiness”

  2. Configuring Notification Server settings and SQL database settings

    See “To configure Notification Server settings and SQL database settings”

  3. Reviewing and starting the installation, backing up Notification Server cryptographic keys, and applying licenses to solutions

    See “To review and start the installation, back up Notification Server cryptographic keys, and apply licenses to solutions”

To configure initial installation settings and check the installation readiness

  1. Start the Symantec Installation Manager on the computer.

    After you complete the installation of Symantec Installation Manager on the computer, the application automatically launches. To launch the application manually, click Start > All Programs > Symantec > Symantec Installation Manager > Symantec Installation Manager.

    See Installing the Symantec Installation Manager

  2. (Optional) If required, change the product listing file.

    The product listing file is a platform-neutral XML file that the Symantec Installation Manager uses to install the IT Management Suite solutions. The Symantec Installation Manager is packaged with a default product listing file symantec_v2.pl.xml.zip. You use the default product listing file for first-time installation of IT Management Suite solutions. The product listing file displays a list of products that you can install. The latest product listing file is stored at http://www.solutionsam.com/solutions/pl/symantec_v2.pl.xml.zip website.

    You may be required to change the product listing file manually in any of the following situations:

    • When you install the ITMS solutions on a computer without Internet connectivity.

      In such case, you download the latest product listing file from http://www.solutionsam.com/solutions/pl/symantec_v2.pl.xml.zip and copy the file to the computer that has no Internet connectivity.

    • When you purchase a product that has its own product listing file.

      For example, the third-party products that have their own product listing files.

    You can also update the product listing file after the installation is completed, to get the list of updated product versions. On detecting an updated product listing file, the Symantec Installation Manager prompts you to update the file.

    See Updating the product listing file

  3. On the Installed Products page that is displayed after you launch the Symantec Installation Manager, select the Participate in the Symantec Product Improvement Program check box to allow Symantec to collect information about the success or failure of installation and upgrade processes, and the usage information about the telemetry solution anonymously

    For more information on the Symantec Product Improvement Program, see www.symantec.com/docs/HOWTO77301.

  4. On the Install New Products page, select the IT Management Suite solutions to install and then click Next.

    Click the Show all available versions check box to see all the versions of ITMS solutions that are available for installation or upgrade. You can then select the solution that you want to install from the list of available solutions.

  5. (Optional) On the Optional Installations page, select the optional components for installation and then click Next.

    You can also install the optional components, such as documentation, language packs, or the migration wizard after the IT Management Suite installation is completed.

    See Installing language packs, documentation, or the migration wizard

    When migrating to the latest version of IT Management Suite, ensure that you install the migration wizard by selecting the Migration Wizard optional component.

  6. On the Install Location page, select the drive on which you want to install the IT Management Suite solutions, and then click Next.

    These products can be installed on a drive different from where Symantec Installation Manager is installed.

  7. On the End User License Agreement page, verify that the correct solutions are selected for installation, select the I accept the terms in the license agreements check box, and then click Next.

    If you need to change the product selection, click Back twice.

  8. On the Contact Information page, type the answers for the requested information, and then click Next.

    After you configure the initial installation settings, the Symantec Installation Manager checks for installation readiness.

  9. On the Install Readiness Check page, verify that the installation prerequisites are met.

    By default, the installation readiness check begins automatically. On the Install Readiness Check page, the Symantec Installation Manager checks whether the computer meets the minimum requirements for the installation. If any system requirement is not found, the Symantec Installation Manager prompts you to confirm the installation of the required role services automatically.

    In a few cases, the Symantec Installation Manager provides information and download link for the missing software. In addition, you must ensure that your system scales to meet your organization's infrastructure requirements. See The Symantec IT Management Suite Platform Support Matrix

    The Install Readiness Check checks for the following information:

    • Whether the server meets the minimum hardware specifications.

    • Whether the server meets the minimum software requirements.

    • Whether the server is currently in a hierarchy. Certain solutions can only be installed in certain locations within the hierarchy.

      The Symantec Installation Manager determines the location within the hierarchy and blocks the installation or upgrades of products where necessary. It also validates whether replication is enabled. Replication cannot be enabled during an upgrade.

    • Whether the server configuration is compatible with the latest version of IT Management Suite. For example, Symantec Installation Manager checks whether IIS is configured correctly or, in an upgrade scenario, whether the server is in a hierarchy.

    • Whether a restart needs to take place. There may have been a recent installation that required a restart, but the restart was postponed.

    • Whether any bad Notification Server Events (NSEs) are present. SIM automatically scans for and clears bad NSEs and logs any action taken.

    • Whether the collation of the database server matches the collation of the database.

    The Install Readiness Check page also provides the recommended requirements for the installation.

    For more information about checking the installation readiness of a computer, see the following video in Symantec Connect:

    Default Chromeless Player

    The following symbols denote each installation requirement:

    Icon

    Description

    SIM_install_readiness_check.png

    The requirement and any recommendations are met.

    SIM_install_readiness_!.png

    The requirement is met and you can continue with the installation, but there are a few recommendations to consider.

    SIM_install_readiness_X.png

    The requirement is not met. You cannot continue with the installation until you meet the requirement.

    SIM_install_readiness_Info.PNG

    The requirement is met, and there is additional useful information that you can read.

    In a few cases, you are prompted to install ADOMD.NET from the Microsoft Downloads website. Ensure that version ADOMD.NET 9.0 file, SQL_Server2005_ADOMD_x64.msi file is compatible with Microsoft SQL Server 2005/2008/2012. Download and execute the ADOMD.NET file to install ADOMD.NET.

  10. On the Install Readiness Check page, click Check install readiness again to check the installation readiness once again after you have installed the minimum requirements.

  11. On the Install Readiness Check page, after the installation readiness check confirms that the minimum requirements are met, click Next.

To configure Notification Server settings and SQL database settings

  1. On the Notification Server Configuration page, specify the following information:

    Option

    Description

    User name

    Provide the user name to access Notification Server.

    Include the domain name or use ./username or computername/username. The user name must be a Windows user with local administrator rights to the Notification Server computer.

    Password

    Provide a password for the account.

    Website

    Specify the website for Notification Server. You can leave the default site or establish your own.

    After you configure a website, the Refresh option lets you see the website in the drop-down list.

    After you configure a website, a Service Unavailable message may occur when you click Next, if one or more of the following conditions is true:

    • The Network Service account does not have Local Activation permissions to the Internet Information Services Admin service.

    • The ASP.NET worker process account on Notification Server does not have the correct file permissions.

    • Microsoft Windows SharePoint Services 3.0 is installed on the same website as Notification Server.

    For more information about how to resolve these same issues for a different product, see the following Microsoft knowledge base article:

    http://support.microsoft.com/kb/930461

    Fully Qualified Domain Name

    Enter the Fully Qualified Domain Name. The Fully Qualified Domain Name must resolve to the same computer where Notification Server is installed.

    Certificate

    Select either of the following options for specifying the SSL certificate:

    • Create self-signed

      Select this option to create a self-signed SSL certificate on a computer and use the newly-created certificate to set up an HTTPS communication on that computer. When you click Next on this page, a dialog box appears that informs you that Symantec Installation Manager automatically creates a self-signed certificate.

    • Import

      Select this option to import an already-created SSL certificate and then set up an HTTPS communication on the computer. While importing an SSL certificate, the file must be of .pfx extension, must be password protected. Additionally, the SSL certificate must be a trusted certificate. To enable trust, install this certificate in the Trusted Root Certification Authorities store.

    • <Certificate available on this computer>

      Select this option to browse and specify an SSL certificate from the existing certificates that are available on the Notification Server computer. The available certificates are populated in the "certificate" control and you can browse and select the certificate you want to. When you select this option, a Select Certificate list appears that displays the certificates that already exist on the computer. Select the certificate you want to use from the list.

    You can click the Certificate Requirements link to see the minimum requirements for the certificates that the IT Management Suite supports.

    Require HTTPS to access the Management Platform

    Select the Require HTTPS to access the Management Platform check box to use HTTPS communication to access the Symantec Management Console. If you check this option, the default SSL port 443 is enabled and port 80 access is disabled.

    During the installation of the IT Management Suite (ITMS) on a computer, by default the HTTPS communication gets configured on that computer. As an administrator, you can specify HTTPS communication only or both HTTP and HTTPS communications to access the Symantec Management Platform and to communicate with the client computers

    HTTP is unsecured and is subject to man-in-the-middle and eavesdropping attacks, which can let attackers gain access to website accounts and sensitive information. HTTPS is designed to withstand such attacks and is considered secure against such attacks.

    By default, the Notification Server computer is configured with HTTPS to communicate with the client computers. HTTPS mode of communication creates a secured channel for a communication that is more reliable and improves communication with client computers.

    You must configure Notification Server to use HTTPS communication only if you want to set up Cloud-enabled Management.

    See About Cloud-enabled Management

    For more information on how to set up Cloud-enabled management, see the IT Management Suite 7.5 Administration Guide.

    For more information on how to set up Cloud-enabled management, see the IT Management Suite 7.5 SP1 Administration Guide.

    See Configuring Notification Server to use HTTPS after ITMS installation is completed

    For more information about setting up HTTPS communication in your ITMS environment, see the How to run ITMS 7.5 on HTTPS feature card.

    SSL Port

    Select the port for the HTTPS communication that you set up.

    The default SSL port for HTTPS communication is 443. If the SSL port is not configured for the selected website, then the Symantec Installation Manager sets the SSL port to 443. If the port 443 is already configured for a few other website or service, then the Symantec Installation Manager prompts you to reconfigure the SSL port for the selected website.

    Configure my email information now

    (Optional) Lets you configure how Notification Server events are emailed. You must enter the DNS name or IP address of your SMTP server. If the server requires authentication, you must enter a valid user name and password. The Send Test Email option lets you verify that Notification Server sends the email to the correct address.

    You can also configure the email in the Symantec Management Console after you install the product.

    The Notification Server Configuration page lets you configure Notification Server credentials and the website settings and email settings.

    For more information about configuring Notification Server settings on a computer, see the following video in Symantec Connect:

    Default Chromeless Player

  2. On being prompted to set the application pool for the selected website to Classic .NET AppPool, click OK.

  3. On the Notification Server Configuration page, click Next.

  4. On the Database Configuration page, specify the following information:

    Option

    Description

    SQL Server name

    Enter the name of the server that runs Microsoft SQL Server. You can install the Configuration Management Database to a specific SQL Server instance by entering the server name and SQL instance. For example, <SQL Server name>\<SQL instance>. For the logon, you can use Windows authentication or SQL Server authentication.

    The Browse for SQL on the Network button starts a search for a database. If you do not click this button, the Symantec Installation Manager does not search for databases (either local or on the network.) If you installed a SQL Express database through Symantec Installation Manager, this database automatically populates the SQL Server name field.

    Use Windows authentication or Use SQL Server login

    Specify whether to use SQL Admin credentials or Windows credentials to log in to the SQL Server.

    Database name

    Specify to create a new SQL database or use an existing SQL database.

    The Create new option lets you create a new SQL database whose default name is Symantec_CMDB. You can change this name to one that better fits your environment.

    The Use existing option lets you reinstall the Symantec Management Platform products on a different computer and access the existing database. When you migrate from Symantec Management Platform 7.0, it also lets you access a restored 7.0 database. If you used SQL credentials, the Refresh option lets you view an existing database.

    If you use an existing database that is restored from a backup, the SQL collation for server collation and database collation must be similar. If there is any discrepancy, the Symantec Installation Manager displays a validation error message on the Database Configuration page.

    For more information, see topics on restoring the Configuration Management Database in the Altiris IT Management Suite from Symantec Migration Guide version 7.0 to 7.5.

    Database timeout

    Specify the number of seconds before the database times out. You can increase this value if you generate reports with large amounts of data.

    For more information about configuring SQL database settings on a computer, see the following video in Symantec Connect:

    Default Chromeless Player

    For more information on how to set up and configure the SQL database environment, see the IT Management Suite 7.5 SP1 Planning for Implementation Guide at the following URL:

    http://www.symantec.com/docs/DOC7332.

    When migrating from IT Management Suite 7.0, connect to the restored 7.0 SQL database.

  5. On the Database Configuration page, click Next.

To review and start the installation, back up Notification Server cryptographic keys, and apply licenses to solutions

  1. On the Review Installation Details page, click Begin install to start the installation immediately.

  2. (Optional) After the installation is completed, on the Back up Notification Server Cryptographic Keys page, browse and select the location where you want the key backups to be stored, specify the password to encrypt the individual cryptographic keys, and then click Next.

    The option to back up Notification Server cryptographic keys is displayed only after the installation is completed. You can take a backup of Notification Server cryptographic keys after the installation is completed. To take a backup after the installation is completed, click Close on the Back up Notification Server Cryptographic Keys page.

    See Backing up Notification Server cryptographic keys

  3. (Optional) On the Product Licensing page, click Install Licenses, select the product license file, and then click Next.

    You can install the product licenses after the installation is completed. To specify the product licenses after the installation is completed, click Close on the Product Licensing page.

    See Applying licenses to a product

  4. On the Installation Complete page, select either one or all of the following options, and then click Finish.

    • Select the Run Notification Server Migration Wizard check box to run the migration wizard. A dialog box appears that displays the instructions for migrating Notification Server 6.x or Symantec Management Platform 7.0 data.

      If you have installed the migration wizard, the Run Notification Server Migration Wizard check box is selected by default on the Installation Complete page.

      To proceed with 6.x migration, see the chapter Migrating from Notification Server 6.x in the Altiris IT Management Suite from Symantec Migration Guide version 6.x to 7.5.

      To proceed with 7.0 migration, see the chapter Migrating from Symantec Management Platform 7.0 in the Altiris IT Management Suite from Symantec Migration Guide version 7.0 to 7.5.

    • Select the Launch Symantec Management Console check box to launch the Symantec Management Console on the Notification Server computer.

      The Internet Information Services (IIS) Manager redirects the console request to the appropriate link with https://<IP address>/altiris/. You can manually launch the Web console either from the Start menu of the computer. Alternatively, you can manually launch the Web console if you know the IP address of the Notification Server computer. For example: https://<IP address>/altiris/console.