Installation roadmap: Installing the remote and data services on a server

This installation roadmap lists the high-level steps required to install the packages necessary for deploying the remote and data services on a server. These packages that make up the Rational® Publishing Engine offering are the Document Studio, Launcher, Web Services application, and Reporting Data Services Adapters.
Figure 1. Task flow for installing Rational Publishing Engine, the Web Services application, and Data Services application. Click any area of the diagram to see more information about that task.
Image map for getting started with installing and
deploying Application servers Rational License Key Server Planning to integrate data sources Installing IBM Rational Publishing Engine remote and data services Deploying the Web Services application Configuring the Web Services application Managing document generation jobs in the Monitor & Control component Managing assets in the Central Management component Deploying the Data Services application Configuring the Reporting Data Services Adapters Installation roadmap: Installing the client applications on your computer
Perform these tasks to install and configure Rational Publishing Engine:
Task help topic. Planning tasks
Task help topic. Preinstallation tasks
Task help topic. Installation tasks
Task help topic. Postinstallation tasks

Planning tasks

Review the installation planning information:

Tip: The planning checklist helps you track the completion of planning tasks.
  1. Verify that your system meets the minimum hardware and software requirements for installing Rational Publishing Engine.
  2. Review the installation planning information.
  3. Gather the information required to install and configure Rational Publishing Engine.
    Tip: The required information worksheet helps you gather all of the required information before you begin your installation.
  4. Review the Installation default directories and values.
  5. Review the Installation conventions for the Rational Publishing Engine documentation.
  6. Review the Help content installation options.
  7. Review the installation deployment scenarios.

Preinstallation tasks

Complete the required preinstallation tasks:

Tip: The preinstallation checklist helps you track the completion of planning and preinstallation tasks.
  1. Install and configure the Rational License Key Server.
  2. If you purchased user-based licenses for Rational Publishing Engine, set them up on your license server.
  3. Install and configure WebSphere Application Server or Apache Tomcat. If you have an application server already installed, verify that it meets the requirements.
    Warning: If you have installed a WebSphere Application Server Interim Fix for PM44303 or a Fix Pack containing PM44303, there is a potential security exposure with some versions of WebSphere Application Server. You must install a fix that is specific to your version of WebSphere Application Server and your operating system. See http://www-01.ibm.com/support/docview.wss?uid=swg21613438 for a technote containing more information.
  4. Install and configure your data source applications.

Installation tasks

Complete the installation tasks:

Tip: The installation checklist helps you track the completion of installation tasks.
  1. Install the Rational Publishing Engine clients, web services, and data services on a server.

Postinstallation tasks

Complete the postinstallation tasks:
Tip: The postinstallation checklist helps you track the completion of postinstallation tasks.
  1. Deploy the Web Services application.
  2. If you are using WebSphere Application Server 7, set the class loading policies.
  3. If you are using WebSphere Application Server 8, set the com.ibm.ws.classloader.encodeResourceURLs flag to prevent URL encoding.
  4. If you installed it, deploy the Data Services application.
  5. Optional: Configure the Web Services application.
  6. Configure the remote services features.
  7. If you installed them, configure the Reporting Data Services Adapters.
  8. If necessary, configure the help content.
  9. Install the Rational Publishing Engine Document Studio and Launcher clients and add-ins on the user computers.
  10. Configure the end user clients for remote publishing.

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