Installing the Evaluation Server

This document describes how to install the evaluation distribution of situate. It assumes you have signed up for an evaluation on our website and have received the email with a link to the evaluation distribution and this help page.

The instructions below are a simplified to get you started. The complete, in-depth server installation documentation can be found at Installation and Management of Situate Servier.

Step 1. Prepare the Server

The situate server runs on all popular distributions of Linux. While the specifications for a production server depends on your specific requirements, for the most part a modesly configured linux server will suffice. Minimums are:

• CPU: Four cores at 2.6 GHZ or greater
• Memory: 4G or greater
• Disk Space: 60G or greater

This configuration will support 1000 workflows across 100 assets.

Virtual Machines

Situate can be run on a virtual machine as needed on premise or in the cloud.

Security

If your company uses a common Active Directory, we strongly recommend you install sssd or winbind and join your linux server to the domain before installing situate. The installation process will detect your security settings and configure security automatically.

Step 2. Before Installing

Domain Names

A Situate domain is an instance of situate. The domain name is used to identify the instance. Domain names are typically tied to lines of business, dev vs. prod or are separated by geography (Chicago and London).

Important: A Situate domain is not the same as a DNS domain or Active Directory domain.

A domain should be a short lower-case name.

Situate Administrator

Situate uses a internal group administrators to control who can make unrestricted changes to situate. When you install, you will be prompted for a user id to become the first member of the administrator's group. This user will be able to login, add other administrators, and create other groups as needed.

This user should be a standard user who is able to login to the Situate server and is typically the person who will maintain situate in production. Best practices dictate this should not be a service account.

The "sit-" alias

By convention, situate uses an alias sit-domain to contact the Situate server. While it's technically not needed, we do recomment you make a DNS entry pointing sit-domain to your server. You should do that now before starting the install.

Step 3. Installing

A URL allowing you to download the Situate trial version should have been sent to you via email. The trial is a complete version. No features are turned off. A trial license is also included. Once you purchase situate, your license will update automatically. There is no need to re-install anything.

Download the installer package and make it executable.

> chmod +x evaluation-package-joe@acme.com-shar

Run the package as root.

[root@myserver ~]# ./evaluation-package-joe@acme.com-shar

                 Welcome to the Situate Demo Server Installer

This script will install the Situate server.

Continue? [yes/no] yes

Each instance of Situate is uniquely named by a domain name.  A situate
domain is not the same as a windows, AD, NIS or any other domain.
It is a name representing an instance of situate.

Some organizations set the domain name to be a shortened version of
their company name.  For example "acme".  Larger organizations
that have more than one domain often use a name representing a
division, cost center or line of business.

A domain should be short and may not contain spaces, underscores
or periods.

Enter the Situate domain: acmeprod

Each instance of Situate is uniquely named by a domain name.  A situate
domain is not the same as a windows, AD, NIS or any other domain.
It is a name representing an instance of situate.

Some organizations set the domain name to be a shortened version of
their company name.  For example "acme".  Larger organizations
that have more than one domain often use a name representing a
division, cost center or line of business.

A domain should be short and may not contain spaces, underscores
or periods.

Domain is: acmeprod

Setup this Situate domain? [yes/no] yes

An admin user name must be specified.  This user will added to the situate
admin's group upon installation.  You will need to login as this user
to setup the security model and/or add additional users to the
administrators group.

Enter admin user: joe

An admin user name must be specified.  This user will added to the situate
admin's group upon installation.  You will need to login as this user
to setup the security model and/or add additional users to the
administrators group.

Admin user is: joe

Establish this user as the initial admin user? [yes/no] yes

Installing Situate...
Extracting packages...
--- Installing base agent ----------------------------------------------

                       Welcome to the Situate Installer

This script installs a basic Situate agent.  If you want to install a
situate server, first install this package.  Then install the java
support package and the server package.

Install into: /opt/situate
Installing files...

Completing installation

Installation complete

--- Installing java JVM and module interface ---------------------------

                       Welcome to the Situate Installer

This script will install Java Support.
Stopping service...
 * SITUATE server is stopped
Installing files...

Completing installation

Installation complete

--- Installing license -------------------------------------------------
--- Installing Server Modules ------------------------------------------

                       Welcome to the Situate Installer

This script will install Situate Server.
Stopping service...
 * SITUATE server is stopped
Installing files...

Completing installation

Starting Situate...default instance
 * SITUATE server is running [PID=49520]

Installation complete

--- Installing Web Modules ------------------------------------------

                       Welcome to the Situate Installer

This script will install Web Container.
Stopping service...
 * SITUATE server is stopped
Installing files...

Completing installation
mkdir: cannot create directory '/opt/situate/company': File exists

Starting Situate...default instance
 * SITUATE server is running [PID=49612]

Installation complete

------------------------------------------------------------------------

Success! Your installation is complete, and situate is up and running.

To login to this instance, use:

Domain:   acmeprod
Host:     xonasrv10
Port:     14000
Login:    joe
Password:

The convention for locating a Situate server is to use a host alias formed by prepending "sit-" to the Situate domain. Please consider adding an host alias, sit-test, that points to this computer.

Next Step: Install the Situate GUI Go to the download page at http://www.xonasoftware.com/download and find the appropriate installer package for your operating system.

You will be prompted for the name of the Situate domain. In this, case acmeprd. You will also be prompted for an admin user. In this case joe is used.

Congratulations, your server is installed, up and running. You can now use the Situate GUI to login and begin using Situate.

Step 3. Installing the UI

Go to the downloads section Xona's website and download the Situate UI.

If your computer is a windows computer, See these instructions.

If your computer is a windows OSX, See these instructions.

If your computer is a windows Linux, See these instructions.

Once installed, launch the UI and enter your domain, server name (or the sit-domainalias) along with your login and password.

Step 4. Next Steps

Visit the video library and check out the first video, "Building Your First Workflow, Hello_World". The video library covers many topics. Each video between 5 and 10 minutes.

Or, if you're a premium support customer, contact support and ask for a getting started session. We can help you build your first workflows, answer questions about security or any other topic you may have questions about.