Post-Installation Tasks :: DataFlux® Data Management Server 2.7: Administrator's Guide

Introduction

Complete the following tasks after you install or upgrade DataFlux Data Management Server software. After you complete these tasks, the server will be fully operational.

If you are installing your first instance of DataFlux Data Management Server, refer to the next topic First-Time Install.

If you are upgrading DataFlux Data Management Server, then your post-installation tasks differ depending on the type of the upgrade. If your upgrade requires manual migration, then see Upgrade Server Software without Manual Migration.

If your upgrade replaced the previous version of the server software, then migration is not required. See Upgrade Server Software without Manual Migration.

First-Time Install

Complete the following tasks when you install your first DataFlux Data Management Server:

Create and implement a security policy.
As needed, configure the security features that are supported by DataFlux Secure. DataFlux Secure enables SSL, advanced encryption, and FIPS compliance, as described in DataFlux Secure: Administrator’s Guide, at http://support.sas.com/documentation/onlinedoc/dfsecure/index.html.
Configure a repository using DataFlux Data Management Studio, as described in DataFlux Data Management Studio User’s Guide, at http://support.sas.com/documentation/onlinedoc/dfdmstudio/index.html.
Set directory permissions.
Configure the server to run DataFlux Data Management Studio jobs and services.
Configure additional software such as Address Update and the Quality Knowledge Base.

Upgrade Server Software Using Manual Migration

The manual migration of server files is required if you upgraded your server software without automatically replacing the previous server instance. Complete the following tasks to manually migrate server files:

Migrate files from an existing server, as described in DataFlux Migration Guide. The guide is available at http://support.sas.com/documentation/onlinedoc/dfdmstudio/index.html.
As needed, configure the security features that are supported by DataFlux Secure. DataFlux Secure enables SSL, advanced encryption, and FIPS compliance, as described in DataFlux Secure Administrator’s Guide, at http://support.sas.com/documentation/onlinedoc/dfsecure/index.html.
Run the dftool utility to update DataFlux Data Management Server security files, as described in Update Security Files after Exporting Users and Groups.

Upgrade Server Software without Manual Migration

Complete the following tasks if your upgrade process automatically replaced the previous instance of the server software

As needed, configure the security features that are supported by DataFlux Secure. DataFlux Secure enables SSL, advanced encryption, and FIPS compliance, as described in DataFlux Secure Administrator’s Guide, at http://support.sas.com/documentation/onlinedoc/dfsecure/index.html.
As needed, run the dftool utility to complete the migration of users and groups from DataFlux Authentication Server to SAS Metadata Server. The dftool utility updates DataFlux Data Management Server security files to support this migration,as described in Update Security Files after Exporting Users and Groups. You can also run the dftool utility if it failed to run during installation, or to confirm the successful update of all users and groups.