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.

Table 1. Installation planning tasks
Task Client and/or Server Information Comment
Select your clients

Client

Select HCL Compass clients to deploy
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

Hardware, software, and database requirements

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

Configuring and maintaining full-text search

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