Planning the deployment and installation
Before installing HCL Compass, complete planning tasks to determine what Compass components to install, review system requirements, and complete required and optional configuration tasks to prepare your environment for the Compass installation process.
Installation planning tasks provides an overview of installation planning and configuration tasks to complete before installing the HCL Compass software.
| Task | Client and/or Server | Information | Comment |
|---|---|---|---|
| Select your clients |
Client |
Select HCL Compass clients to deploy | |
| Decide on the feature level for schemas and user databases |
Server |
Decide on the feature level for schema repositories and databases | Feature level 7 supports Full-text search, Pessimistic record locking, and FIPS 140-2 compliant data encryption. |
| Determine the number of schema repositories and user databases |
Client Server |
Plan your HCL Compass database set architecture | |
| If you are using HCL Compass MultiSite to replicate databases to multiple locations, you must implement a MultiSite configuration. |
Server |
Administering HCL Compass MultiSite | A MultiSite configuration includes the HCL Shipping Server and synchronization servers at a master site and at one or more replica sites. |
| Determine method of authentication. |
Server |
Manage user accounts and Using LDAP with HCL Compass | You can use traditional HCL Compass authentication or use the industry standard Lightweight Directory Access Protocol (LDAP) to authenticate using an LDAP directory server. |
| Planning to integrate HCL Compass with other products. |
Server |
Integrating HCL Compass with other products | |
| Check that your environment has the supported Vendor databases and platforms. |
Client Server |
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| Perform any platform configuration requirements depending on the platforms you are deploying to. |
Server |
Prerequisite tasks by platform | |
| Determine whether you will enable full-text search |
Server |
Full-text search is a HCL Compass server feature. When full-text search is installed and configured, users can run full-text search operations to find information in the HCL Compass client applications. | |
| Determine your reporting strategy with the HCL Compass reporting capabilities. |
Server |
Planning and configuring the reporting environment | |
| Configure your vendor databases |
Server |
Vendor database configuration | |
| Configure licensing | Client | Configuring HCL Licensing |