Pre-Installation Checklist

This topic outlines a series of preparatory steps that you must take before installing your system:

1. Determine the appropriate sizing for the Automic Automation Intelligence environment. Use the following worksheet for this purpose: Sizing Worksheet.

   Fill in the following fields:

   • Total Number of Jobs in all Scheduler Instances
   • Total Number of Scheduler Instances
   • Number of Days of History Retention
   • Percentage of Job Count Growth per Year (example 10%)

   A summary of values will be returned to provide configuration guidance for the following:

   • Memory
   • CPU Cores
   • Disk Space
   • Database Sizing

2. Keep the hostname, port, database name, user id and password for the Automic Automation Intelligence database at hand. You will need this information during the installation process.

3. (AutoSys only) Create a read-only ID for the AutoSys database(s) that Automic Automation Intelligence will use to query AutoSys.

   Note: For Oracle, ensure read-only ID has synonyms set up on the AutoSys database so that non-dbo queries do not require dbo.tablename.

4. (AutoSys only) Create a non-clustered, non-unique index on the event_time_gmt column in the event or proc_event table on any AutoSys databases that will be accessed byAutomic Automation Intelligence.

5. Ensure Java SDK 1.8 is installed on the Automic Automation Intelligenceapplication server and configure the JAVA_HOME environment variable.

   Note: A full JDK needs to be installed. A JRE installation is not sufficient.

6. Oracle or SQL Server needs to be running on the host where the Automic Automation Intelligence database is installed. It is not recommended that it be the same server that runs the integrated solution instance. You will need administrator access to the database, or be in contact with someone who does.

7. Based on the sizing requirements for your Automic Automation Intelligence database, ensure your DBA has set up the Automic Automation Intelligence database partition and you are ready to run the SQL generated from the Automic Automation Intelligence installation process. This SQL will be used to create the Automic Automation Intelligence database.

8. (AutoSys only) Determine the format of your AutoSys archive files (i.e., MM.DD.YY).

9. Determine if you will set up your SNMP host. If yes, you’ll need the SNMP hostname, port, and community.

10. (Automic Automation, Control-M, ESP, IWS) Ensure that both the integrated workload automation platform and its corresponding connector are set up and running.