Verifying Your Portal Installation

The procedures in this manual assume that you have successfully installed the demo version of the SAS Information Delivery Portal. Detailed installation instructions are contained in the readme.html file that is provided with the portal software.

To verify and ensure correct installation, refer to the following sources:

Installation Checklist. Use the Installation Checklist on this page to help you verify that all of the steps in the installation process have been successfully completed. The checklist includes important technical details that are critical to the operation of the portal.
Touring the Demo Portal. This document introduces you to the portal's user interface and shows you how to view the sample content that is part of the demonstration portal. By working through this demonstration, you can further verify that the installation has been completed correctly.

When all requirements on the Installation Checklist have been met and the demo portal is operating successfully, this means the basic components of the SAS Information Delivery Portal environment are in place. You can modify the portal and add your own content to meet the unique needs of your organization. Before proceeding, you may wish to review the descriptive information in Understanding the Portal Environment.

Installation Checklist

The following checklist will help you verify your installation. If you detect problems as you go through this checklist, refer to the appropriate section of the installation instructions.

Tier Installation Component Checklist Question Yes/No

Web Server Servlet Container Have you installed a servlet container that supports the Java Servlet Specification, Version 2.2 or higher?

Does the servlet container support JavaServer Pages Specification, Version 1.1 or higher?

Is the servlet container configured to use Java 2 SDK, Standard Edition, Version 1.3.0_01 or higher?

Were you able to run the examples that were provided with the servlet container?

Do you have the necessary user rights and permissions to copy files into the servlet container's root directory?

Does the servlet container's cache need to be cleaned out or updated?

Java Platform Have you installed Java 2 SDK, version 1.3.0_01 or higher as the Java environment for the servlet container?

Is the Java 2 SDK bin directory in your path?

Do you have the necessary user rights and permissions to copy files into the Java extensions directory?

Have the portal's JAR files been placed in the Java extensions directory?

Portal Application Have you installed the portal files in the servlet container, either manually or using the WAR file?

Are the portal.properties and portalregistry.properties files free of typographical errors?

Have you copied the contents of the ServletDemos subdirectory to a location that is accessible to your servlet container? Does this match the location specified in the $SERVLET_DEMO_DIR$ property of the Portal.properties file?

Does the $servlet_url$ property in the portal.properties file contain the correct URL for the portal application?

SAS Server SAS Software Is base SAS Version 8.2 installed on the host where you are running the SAS server?

If you wish to enable viewing of MDDBs and webEIS documents:

Has either SAS/EIS Software or SAS/MDDB Server Software been installed on the host where you are running the SAS server?

Have you updated the SAS catalogs to enable MDDB viewing?

Have you copied the contents of the SASDemos subdirectory to a location that is accessible to your SAS server? Does this match the location specified in the $SAS_DEMO_DIR$ property of the Portal.properties file?

SAS IT Administrator Have you installed IT Administrator, Version 1.5?

Do the setServer and setBase settings on the IT Administrator's configuration file (site.cfg) refer to the correct LDAP host and directory tree?

SAS IOM Spawner Does the spawner's configuration file specify the correct sasspawnerCN (e.g., "Portal Demo Spawner" for the demo portal)?

Does the user who is starting the spawner have the appropriate user rights and permissions on the SAS server machine?

Has the spawner been successfully installed and started on the SAS server machine?

Directory Server LDAP Software Has the appropriate LDAP software been installed?

LDAP Metadata Have you imported the containers.ldif and portal.ldif files generated by the PortalConfigure tool?

Are access controls set as required for the Portal User, Portal Guest User, and Portal Demo User identities?

Does the sasLogin definition contain a user ID and password that are valid on the SAS server machine?

Tier	Installation Component	Checklist Question	Yes/No
Web Server	Servlet Container	Have you installed a servlet container that supports the Java Servlet Specification, Version 2.2 or higher?
		Does the servlet container support JavaServer Pages Specification, Version 1.1 or higher?
		Is the servlet container configured to use Java 2 SDK, Standard Edition, Version 1.3.0_01 or higher?
		Were you able to run the examples that were provided with the servlet container?
		Do you have the necessary user rights and permissions to copy files into the servlet container's root directory?
		Does the servlet container's cache need to be cleaned out or updated?
	Java Platform	Have you installed Java 2 SDK, version 1.3.0_01 or higher as the Java environment for the servlet container?
		Is the Java 2 SDK bin directory in your path?
		Do you have the necessary user rights and permissions to copy files into the Java extensions directory?
		Have the portal's JAR files been placed in the Java extensions directory?
	Portal Application	Have you installed the portal files in the servlet container, either manually or using the WAR file?
		Are the portal.properties and portalregistry.properties files free of typographical errors?
		Have you copied the contents of the ServletDemos subdirectory to a location that is accessible to your servlet container? Does this match the location specified in the $SERVLET_DEMO_DIR$ property of the Portal.properties file?
		Does the $servlet_url$ property in the portal.properties file contain the correct URL for the portal application?

SAS Server	SAS Software	Is base SAS Version 8.2 installed on the host where you are running the SAS server?
		If you wish to enable viewing of MDDBs and webEIS documents: Has either SAS/EIS Software or SAS/MDDB Server Software been installed on the host where you are running the SAS server? Have you updated the SAS catalogs to enable MDDB viewing?
		Have you copied the contents of the SASDemos subdirectory to a location that is accessible to your SAS server? Does this match the location specified in the $SAS_DEMO_DIR$ property of the Portal.properties file?
	SAS IT Administrator	Have you installed IT Administrator, Version 1.5?
	SAS IT Administrator	Do the setServer and setBase settings on the IT Administrator's configuration file (site.cfg) refer to the correct LDAP host and directory tree?
	SAS IOM Spawner	Does the spawner's configuration file specify the correct sasspawnerCN (e.g., "Portal Demo Spawner" for the demo portal)?
		Does the user who is starting the spawner have the appropriate user rights and permissions on the SAS server machine?
		Has the spawner been successfully installed and started on the SAS server machine?

Directory Server	LDAP Software	Has the appropriate LDAP software been installed?
	LDAP Metadata	Have you imported the containers.ldif and portal.ldif files generated by the PortalConfigure tool?
		Are access controls set as required for the Portal User, Portal Guest User, and Portal Demo User identities?
		Does the sasLogin definition contain a user ID and password that are valid on the SAS server machine?