Commmander Installation
Guide
Version: 7.1.5
Database: Oracle
Application Server:WebSphere
Copyright 2014
Pegasystems Inc., Cambridge, MA
All rights reserved.
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information. The document and product are protected by copyright and distributed under licenses restricting their use,
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you have questions about whether a particular capability is included in your installation, please consult your Pegasystems
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typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes
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information described herein at any time.
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Contents
About This Guide
Intended Audience
Documentation Resources
Installation Overview
Product mode
Split Schema
Installation Prerequisites
PRPC Architecture
Database Prerequisites
Database Preparation
Database Configuration
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Create Users
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Rulebase Prerequisites
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System Requirements
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Login to PRPC
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Intended Audience
This guide is intended for anyone involved in the planning and installation of PRPC 7.1.5 including
resources that manage and administer your Oracle database and WebSphere application server.
Documentation Resources
A variety of documentation and online resources are available to help you with your installation and
deployment process.
The Pega Discovery Network (PDN) is Pegasystems' online documentation and information site. It is the
central depository for the review and download of updates to this guide and other installation and
deployment documentation.
To access the latest installation and deployment information, navigate to
https://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 the
databases and application servers supported for the 7.1.5 release.
It is important that you review this document before installing PRPC to verify that you are installing on
supported 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
7.1.5 release notes, deployment information and the latest versions of the installation and upgrade
guides are available for review and download from the PDN.
Installation Overview
Installing PPRC 7.1.5 is a multi-step process that involves configuring your database and application
server, loading rules into the database, and then deploying application archives to the application server.
Prior to installing PRPC:
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This install guide is organized to expedite the installation process. It can be summarized in the following
install 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 managing
databases and application servers, these resources should be engaged as early in the planning process as
possible. PRPC supports different deployment topologies and configuration options which impact how the
supporting infrastructure is configured and managed going forward.
Your PRPC distribution package contains a significant number of rules which are loaded into the database
using one of two methods:
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Installation and Upgrade Assistant (IUA) The IUA is a graphical installer tool that guides
you through the installation process. It is a Java swing application that can be run on both Windows
and Unix systems. This tool requires Java 6 or 7.
Command Line Scripts are provided for both Windows and Unix that allow installation on
headless (non-UI) environments and/or environments that require a scripted, repeatable process
for 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 and
other data objects which must be loaded, Pegasystems strongly encourages you to run the installer on
the same machine as the database server. If this is not possible, run the installer on a machine with fast
direct 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).
Product mode
PRPC 7.1.5 introduces support for a new runtime mode Multitenancy. The Multitenancy mode has
different installation requirements, different runtime behaviors and different administrative procedures.
This mode should not be selected without reviewing the Multitenancy Administration Guide which
discusses 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) to
your database. Optionally, DDL may be manually rendered via a command-line script and then applied
using native or 3rd party tools.
If you intend to manually apply the DDL, do this prior to running the installer.
Split Schema
In 7.1.5, 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 High
Availability features and is generally recommended for organizations requiring minimal downtime when
upgrading PRPC.
The use of a second database user is supported for both single and split-schema configurations.
Installation Prerequisites
The prerequisites for installing PRPC are:
Application Server
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WebSphere Application Server. See the Platform Support Guide for a list of supported versions.
A minimum of 2 GB memory
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PRPC web applications require a minimum of 2GB of memory to operate, although your
particular memory requirements may be higher depending on the number of users and your
specific configuration
Make sure that you allocate enough storage to accommodate debugging and other logging
requirements. In general, ensure that your logging configuration is such that logs are not
written to the same directory as the application server runtime components.
Database Server
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Oracle relational database. See the Platform Support Guide for a list of supported versions.
A minimum of 5 GB storage
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The data schema that contains the PRPC work objects should be allowed to grow to
accommodate the page of work creation.
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.
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The application server hosts PRPCs application archives and also provides interconnectivity to
other systems through various protocols.
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 also
expose HTTP-based services (e.g. SOAP, REST or HTTP) for purposes of administration or process
automation in a headless environment.
Database Prerequisites
Before you configure your database, see the Platform Support Guide for a list of supported versions for
your database.
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If you are using Oracle 11g, do not use the UCP (Universal Connection Pool) feature in your PRPC
database. An Oracle bug (BUG 8462305) causes a failure when an application tries to call a stored
procedure causing PRPC to work incorrectly with a database that uses UCP.
Private synonyms are not in use as they may conflict with the PRPC installer and cause installation
errors.
Database Preparation
Database preparation and configuration depends on three primary considerations.
1. Single vs. Split Schema
2. Base vs. Admin User
3. DDL application
When possible, Pegasystems recommends the use of a split configuration particularly in critical software
development life-cycle (SDLC) environments such as QA, STAGE and PROD.
A split-schema configuration is required to support PRPCs High Availability features, namely rolling
upgrade.
In Oracle, schema are defined concurrently with the creation of a user. Therefore, a split-schema
configuration requires the establishment of two users, generally referred to as the Rules user and the
Data user. These users may be associated with individual tablespaces or a common tablespace.
Pegasystems recommends separate tablespaces per user for critical SDLC environments.
Schema Change Tracking tool System > Database > Schema Change Tracking
Property optimization See the PDN article How to expose a property as a database column with
the Property Optimization tool
Creating any new Circumstance Definition rule or defining a single circumstance on a rule. The
extended permissions are needed to support reporting on circumstanced properties. See the PDN
article How to create a rule with multiple circumstance properties.
DDL Generation
The PRPC 7.1.5 installer is designed to automatically generate and apply the DDL. The DDL must be in
place 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:
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Automatically You can use the Installation and Upgrade Assistant (IUA) to automatically tender
and apply the schema DDL for your platform. See the Running the Installation and Upgrade
Assistant section for details.
Manually If you prefer to inspect and/or manually apply the DDL, you can use the
generateddl.bat/.sh script packaged with your distribution. This tool automatically renders the
platform-specific DDL and writes the output to a file. You can then view and edit the file or directly
apply it using any number of native or 3rd party database management tools. For instructions for
using the file see the topic Optional: Manually Generate and Apply DDL.
Database Configuration
To prepare your Oracle database server for use with 7.1.5, complete the following steps.
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Create users
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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 Configuration
Assistant. 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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The Tablespace Creation Wizard displays. This provides a guided approach to configuring the
tablespace.
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If you are installing 7.1 in a split-schema configuration and wish to maintain Rule and Data
schema in separate tablespace, re-run the Create Tablespace wizard choosing the appropriate
values for the Data Tablespace.
In order to install PRPC, you must configure the Rules tablespace with a 5 GB datafile. The initial
7.1 rulebase consumes 4+ GB of space. If defined, the Data tablespace should be configured based
on a site-dependent analysis of how PRPC and any associated frameworks and/or applications will
be used in the environment.
Create Users
1. Log into the Enterprise Manager.
2. Select Security > Users.
The Users screen displays.
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On the User Account step, enter the Name and Password for the wizard.
Accept the other defaults.
4. Click
If you created a dedicated tablespace, choose that tablespace from the dropdown menu.
Accept the other defaults.
5. Click
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Add the appropriate user privileges based on the table below. To use this table. find the row that
matches your configuration based on the values in the first two columns.
Split
Admin
Admin User
schema? User?
No
No
Yes
Base User
Data User
Rules User
No
N/A
CREATE
CREATE
CREATE
CREATE
CREATE
CREATE
Yes
CREATE SESSION
CREATE ANY TABLE
ALTER ANY TABLE
INSERT ANY TABLE
SELECT ANY TABLE
UPDATE ANY TABLE
DELETE ANY TABLE
CREATE ANY INDEX
CREATE ANY PROCEDURE
EXECUTE ANY PROCEDURE
CREATE ANY VIEW
CREATE ANY TYPE
CREATE ANY TRIGGER
ALTER ANY TRIGGER
GRANT ANY OBJECT PRIVILEGE
DROP ANY TRIGGER
DROP ANY TABLE
DROP ANY PROCEDURE
DROP ANY VIEW
DROP ANY INDEX
CREATE SESSION
N/A
CREATE SESSION
UNLIMITED TABLESPACE
UNLIMITED TABLESPACE
Yes
CREATE SESSION
CREATE ANY TABLE
ALTER ANY TABLE
INSERT ANY TABLE WITH ADMIN
OPTION
SELECT ANY TABLE
UPDATE ANY TABLE
DELETE ANY TABLE
CREATE ANY INDEX
CREATE ANY PROCEDURE
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SESSION
TABLE
PROCEDURE
UNLIMITED TABLESPACE UNLIMITED TABLESPACE
VIEW
TYPE
TRIGGER
Split
Admin
Admin User
schema? User?
Base User
Data User
Rules User
setupDatabase.properties
Required?
Description
--action
none
Yes
--dbType
pega.database.type
Yes
--dbSchema
data.schema.name
Yes *
--outputDirectory
none
--mtSystem
multitenant.system
Yes **
--username
pega.jdbc.username
Yes
Database username
--password
pega.jdbc.password
Yes
Database password
--url
pega.jdbc.url
Yes
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quotes
--driverJar
pega.jdbc.driver.jar
Yes
--driverClass
pega.jdbc.driver.class
Yes
--connProperties
jdbc.custom.connection.properties
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Installation and Upgrade Assistant (IUA) uses a Java-based UI guided tool that sets up the
PRPC Rulebase schema in the database and loads PRPC rules
Command-line script A command-line script is provided for both Unix and Windows platforms
and 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 the
following prerequisites:
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Database users and roles are defined with the proper privileges
System Requirements
Because of the large volume of data loaded by the Installation and Upgrade Assistant (IUA), you should
run the installer or command-line install scripts on the same machine as the database server. If this is
not possible, run the tool on a system with fast, direct access to the database server.
The minimum systems requirements are:
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1.25GB of memory
The installer creates a series of log files in <PRPC_HOME>\scripts\logs. If you encounter a problem
while running the installer, copy the logs to a safe location before re-running the installer. The IUA recreates this directory each time the installer is run.
The <PRPC_HOME>\.checksum directory provides an MD5 checksum for each the file in the
distribution. To verify that the distribution has been downloaded correctly, you can calculate a checksum
using 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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Throughout the install, you can click the buttons at the bottom of the screen to navigate from
screen to screen, get install help or cancel the process. The recommended selection is indicated by
the button with a blue background.
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4. Click
starts a process
displays help for that screen
cancels the install and exits the IUA
to display the License Agreement.
On the Installer Mode screen, choose Installation. If you are performing an upgrade, see the
PRPC 7.1.5 Upgrade Guide.
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6. Click
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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 the
Database JDBC URL are pre-populated based on the type of database you selected on the
prior screen. If you edit these or any other fields on this screen and later decide to change the
database type, the IUA may not populate the fields correctly. If this occurs, you can enter the
correct field values as documented below or exit and re-launch the IUA, selecting the intended
database 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 field
does 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
supported drivers.
to browse and select the file. See the Release Notes for a list of
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 on
your 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 PRPC
database. In particular, the database operator used to connect to the database during the install
must 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 be
configured to match the value of the Rules Schema Name.
If you are installing into a split schema, those values should be different, corresponding to the
schema you defined in the database.
When you have completed entry of the database connection values, click
. If the
connection is not successful, review your connection information, correct any errors and retest.
9. If the connection is successful, click
schema.
By default, the IUA is designed to automatically generate and apply the schema DDL to your
database. If the DDL is already defined in the database, select the Bypass Automatic DDL
Application option. Otherwise, leave the box unchecked.
10. Click
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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 proximity
to the database server. The log window may appear inactive when the IUA is processing larger
files. When the load is complete or if there is an issueduring installation, a message box appears. If
there is an issue, copy the installation log from the temporary directory to a safe location before
exiting the IUA.
12. Click
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Prerequisites
Preparation
Configuration
You have installed a supported JDK. See the Platform Support Guide for a list of supported
versions.
Confirm or set a JAVA_HOME environment variable that points to the directory where the Java
JDK is installed.
You have installed a supported version of the WebSphere application server. See the Platform
Support Guide for a list of supported versions.
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In particular, you must include the package EJBDeploy tool for pre-EJB 3.0 modules which is
required by PRPC.
The Typical profile assigns default values for such things as the Profile name, Node name, Host
name, and access ports.
On Windows platforms, the Typical option creates the application server as a Windows service by
default. This means that you must manage the profile as a Windows service, for example when
starting and stopping the server.
The Advanced Profile lets you change the defaults. If you choose this option, you must choose to
deploy the Administrative Console.
When you create the profile, record the following information for use later in the configuration.
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Profile name
User name and password for the Administrative Console if you choose to apply Administrative
Security
Port numbers for the profile, including:
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Depending on your environment, you may also need to record the port numbers for the
Administrative console secure port, the HTTPS transport port and the SOAP connector port. If you
are unsure about these requirements, check with your application server administrator.
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On Windows platforms, you can start the profile server and launch the Administrative Console from the
Start menu. For example:
Start > All Programs > IBM WebSphere > Application Server V8.5 > Profiles > AppSvr01 > Start the
server.
To launch the Administrative Console:
Start > All Programs > IBM WebSphere > Application Server V8.5 > Profiles > AppSvr01 >
Administrative Console.
Set JVM Properties
Follow these steps to set the JVM properties.
1. In the Administrative window, on the left side of the screen, click Servers > Server Types >
WebSphere application servers.
2. Find the name of the server on which PRPC will run and click that server name. The Configuration
tab for the server displays.
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3. In the Server Infrastructure section, click + next to Java and Process Management to
expand the section, then click Process Definition to display its Configuration tab.
4. In the Additional Properties section, click Java Virtual Machine to display its Configuration
tab.
5. On this window, set:
Initial Heap Size to 2048MB
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2. Set the Scope level appropriate to your deployment, and click on the Default URL Provider link.
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3. Under the Additional Properties section, click on the URLs link to display the URLs listing page.
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5. Define a URL for the NULL file that PRPC can use to discard erroneous error messages.
Complete this form as follows:
In the Name field, enter PRPCnone
In the JNDI name field, enter url/pega/none
In the Specification field, enter file:///nul for Windows or file:///dev/null for UNIX/Linux.
6. Click OK and then Save in the confirmation message.
7. From the URLs page, click New again to return to the Configuration page.
8. Complete this form to create a URL specification for a temporary directory that PRPC can use to
store static data.
In the Name field, enter PegaTempDir.
In the JNDI field, enter url/initialization/explicittempdir.
In the Specification field, enter file:/// followed by the full path to the temporary directory.
Enter the path using forward slashes for both Windows and UNIX platforms. For example, on
Windows the value might be: file:///D:/Temp/PegaTempDir.
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The directory names you enter here are case sensitive. Be sure to enter the names of the
directories exactly as they have been created on your system.
If the directory you specify does not exist, PRPC attempts to allocate it. It is good practice to
allocate the directory on the system before specifying it here.
The user that owns the Java process must have the appropriate permissions to use this directory,
including write access. In particular, if you have J2 security enabled, ensure that this directory is
accessible under your security policy.
In a clustered deployment, each PRPC instance must have its own temporary directory. You cannot
share a temporary directory with more than one PRPC instance.
9. Click OK and then Save in the confirmation message.
Create a JDBC provider
1. In the Administrative console, click Resources > JDBC > JDBC Providers to display the JDBC
Providers page.
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2. In the Scopes dropdown, choose the scope level appropriate to your deployment. Click New to
display the JDBC provider wizard.
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4. In the Directory location field, confirm the entry, if one is displayed, or enter the path to the
driver class file or files listed in the Class path field.
The appropriate file depends on the Java version of your JVM:
For Java 6: ojdbc6.jar
For Java 7: ojdbc7.jar
Click Next to display Step 3.
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5. Confirm that the settings are correct, and click Finish to return to the JDBC Providers page.
6. Click Save in the confirmation message.
Configure Data Source Connection
1. Still on the JDBC providers page, click on the name of the provider you just created to display the
General Properties page.
2. Under the Additional Properties heading, click Data Sources.
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9. Click New to define any additional properties you may need for your database connection here.
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To create a new property, click New on the Custom Properties form. After creating each property,
click OK to save the property, and New again to create the next property. Be sure to set the Type
field appropriately for the Value of the connection property.
If you are using the Oracle ojdbc5 driver, PRPC requires the following property:
Name: connectionProperties Value: oracle.jdbc.V8Compatible=true
This property is not needed with Java 6 and the ojdbc6.jar driver.
10. After you have set the necessary properties, click the Save link in the message at the top of the
page.
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6. In the Security Settings section near the bottom of the page, use the Component-managed
authentication alias dropdown to select the J2C alias you just created.
7. Click OK, and then Save in the confirmation message on the Data sources page.
8. On the Data sources page, select the checkbox for PegaRULES and click Test Connection to
confirm your data source configuration.
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2. Set the Maximum connections value to 50 or higher based on your environment need.
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2. On the Work managers listing page, set the Scope to the level appropriate for your
deployment, and click New.
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In the Name field, enter a name to identify this Work Manager, for example,
PRPCWorkManager.
In the JNDI name field, enter exactly the JNDI location wm/PegaWorkManager
In the Service names section, select the Security checkbox.
In Thread pool properties, set Maximum number of threads to 20.
Uncheck the Growable checkbox.
4. Click OK.
You are returned to the Work Managers listing page.
5. In the Messages box at the top of the page, click Save.
Set HTTP transport channel custom property
In order to support the ability to open files attached to work objects in PRPC, you must set a
custom property, CookiesConfigureNoCache, on the transport chain in the Web Container
settings for the PRPC server.
1. In the administrative console, select Servers > Server Types > WebSphere application
servers to display the Application servers page.
2. Click on the name of your PRPC server to display the Configuration page.
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3. Under Container Settings, expand Web Container Settings, and then click Web
Container transport chains.
This console displays the listing page for transport chains.
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7. Click New
The console displays the form for a new custom property
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3. Select the correct Scope for your environment and click New.
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6. Click Next.
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4. Click the Browse button and select prpc_j2ee14_ws.ear from your installation media. Click
Next.
WebSphere displays Preparing for the application installation.
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5. Click the Detailed - Show me all installation options and parameters radio button.
This option allows you to review all the installation options for the application, including the default
bindings and resource mappings
6. Click + to expand Choose to generate default bindings and mappings.
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8. Scroll to the bottom on this page and click Continue to display a wizard where you can specific
installation options.
This security file allows PRPC to run when J2EE Security Checking is enabled.
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This section of the installation process is a series of steps under the general heading of Install
New Application. For PRPC, you only need to make changes in the Map resource references
to resources step. For each of the other screens, you may accept the defaults, or customize them
according to the requirements of your organization.
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11. For the three Resource references, to url/initialization/explicittempdir (in the EJB EngineCMT,
EngineBMT beans and the prweb.war module) enter the JNDI name
url/initialization/explicittempdir in the field Target Resource JNDI Name.
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This maps the location you specified in the URL provider you created to the corresponding Resource
Reference in the application, so that the application will use the location for the PegaTempDir.
12. Click Next
Depending on your configuration, you may see a set of warnings related to missing resource
references, for example:
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These are resource references that are defined in web.xml, the deployment configuration files
for the application, but not mapped to resource definitions in your application. In the page, Map
resources to references, they are mapped to the Target Resource JNDI Name url/pega/none,
indicating that they are not used. Pegasystems provides these references for J2EE compliance, but
their use is optional. You can continue with the deployment.
13. At the bottom of the Warnings page, click Continue.
14. Continue through the remaining steps, accepting the defaults, or setting them to the requirements
of your organization.
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3. Click Browse and navigate to select the application war file prsysmgmt.war or the ear file
prsysgmgmt.ear from your installation media.
4. Click Next to begin the installation.
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5. Click the Detailed - Show all installation options and parameters radio button.
6. Click the + sign to expand Choose to generate default bindings and mappings.
7. Select the Generate Default Bindings check box, and leave the other settings at their defaults.
8. Click Next.
You may see some security warnings similar to the following.
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10. Accept the defaults and click Next for Steps 1 through 7.
11. In the Map context roots for Web Modules step, enter the name of the file, prsysmgmt or
prhelp, as the context root, and click Next.
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12. Accept the defaults and click Next on Steps 9 and 10.
13. On the Summary page, click Finish.
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WebSphere displays a message, Installing . . ., and updates it with information during the install.
When complete the following message is displayed in the page.
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14. Click the Save link to save the changes to the master configuration and return to the first page of
the installation series.
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2. Click the name of your PRPC core application, for example prpc_j2ee14_ws, to open the
Configuration page.
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If you installed the WAR archive, prweb.war, the PegaDiagnosticUser role is set to None.
4. Select PegaDiagnosticUser and set the proper access level for your site.
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If you do not want to allow access to the SMA, use the Map Special Subjects dropdown to
select None.
If you want to allow limited access to the SMA, use the Map Special Subjects dropdown to
select All Authenticated in Applications Realm, or click Map Users . . . to assign the
role to specific users.
If you want to allow open access to the SMA, use the Map Special Subjects dropdown to
select Everyone.
Login to PRPC
Log into the PRPC web application, replacing the <server> and <port> values with your specific values.
http://<server>:<port>/prweb/PRServlet
The PRPC log in screen displays.
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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.
2. In the Public Link URL field, enter the URL that you want to provide in emails in this format:
http://<host>:<port>/PRServlet
3. Click
You must log out of PRPC and log back in for these changes to take effect.
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