Production — Workgroup Deployment Checklist

Provided below is a summary of the steps involved in planning and performing a Production — Workgroup deployment. Use this as a checklist when planning and performing an installation.

For guidance on upgrading existing deployments, refer to the section at the end.

1. Decide which optional components will be installed. Some optional components are selected for installation by default. You will need to de-select any optional components that you do not wish to install:

This component, and its sub-components, are required to use the Modeler client application. These components are required for Client Only installations and selected by default. These components are optional for Server Only installations and are de-selected by default.

This component is required for server-based floating licenses, which is the recommended licensing approach for this deployment. This component is selected by default during the Server Only installation. The floating License Server can be installed on any computer but it is recommended that it is installed on Modeler Server. For more information on licensing, refer to Introduction to licensing Modeler.

This component is required if you wish to use the Integration for IBM Rational DOORS. If IBM Rational DOORS is installed on your machine, this component will be selected by default. For more information on this integration, refer to Overview of Integration for IBM Rational DOORS.

If you wish to use the Integration for PTC Integrity Lifecycle Manager, this component is needed to perform configuration of the Integrity Lifecycle Manager server. It must be installed on at least one computer, either the Modeler Server or a Modeler Client. For more information on this integration refer to Overview of Integration for PTC Integrity Lifecycle Manager.

Fore more information on this component, refer to Model Manager overview.

For more information on this component, refer to Overview of Web Interface.

Web Interface is required if you wish to use the REST Service or the OSLC Provider.

This component is selected by default during the Client Only installation.

a. Review Client/Server architecture information and identify the computers that will host the Modeler Server (or servers) and Modeler Clients. Refer to the Client/Server section of Installation configurations.

b. Review Client/Server architecture installation process. Refer to Installing Modeler for a project team.

c. Review security considerations explained in Managing Modeler and Web Interface Security. If required, plan the security configurations for your site.

d. If you are installing the Web Interface, determine the user authentication strategy and if LDAP will be used. Refer to Setting up user authentication for a Web Interface website.

a. The Production — Workgroup deployment uses server-based floating licenses. Identify which license type(s) you will be using. Refer to Modeler license types: subscription, evaluation, permanent, incremental and upgrade.

b. Identify which features will be needed as well as the number of licenses for each feature. The license file will be requested from PTC Support after installation. For more information on licensing, refer to Local and server-based licensing.

c. If you have chosen to install the Web Interface, plan the licenses required for Web Interface Server and Clients. Refer to Client licensing of a Web Interface website.

d. If you have chosen to install Model Manager, refer to the Licensing Model Manager section in Installing Model Manager.

a. Confirm that the computers which will host the Modeler Server and Modeler Clients meet the environment requirements. Refer to Environment requirements for each installation type.

b. Confirm that the computers which will host the Modeler Server and Modeler Clients meet the hardware requirements. Refer to Hardware requirements.

Access PTC Support and check if there are any Maintenance/patch releases available for the relevant version of Modeler (e.g. M010). If so, download the installation files for the latest maintenance release.

a. Ensure all environment requirements are met for Server and Client computers. Refer to Preparing for a server only installation and to Preparing for a client only installation.

b. If you are installing the Web Interface, complete the relevant steps in Preparing for installation of Web Interface.

◦ On the computer that will host the Modeler Server, complete the steps provided in Performing a server only installation. Select the optional components you require, such as Model Manager or Web Interface.

◦ On all computers that will host the Modeler Client, complete the steps provided in Performing a client only installation.

a. Install the latest Maintenance Release, if on has been released. Download the latest Maintenance Release from PTC Support and run the executable file.

b. Use the License Manager Request Wizard to request a license file for the correct version of Modeler, with the correct number of licenses for each component. Once the license has been received from PTC Support, configure Modeler to use the new license. Refer to Working with a server-based floating license.

b. If you have installed Model Manager, refer to the Licensing Model Manager section in Installing Model Manager.

e. Optionally set up server to add users and groups through an organizational unit. Refer to Set up server to add users and groups through an organizational unit.

f. Optionally set up repositories to utilize quad-core processors. Refer to Set up databases to utilize quad-core processors.

a. Grant the PTC-IM-WSU user account access to every database that you want to be accessed on Web Interface.

b. Bookmark databases as PTC-IM-WSU user. Refer to the section called “To select which Databases can be accessed from the Web Interface Website” in Licensing a Web Interface website and select the database it can access.

d. If the Web Interface is not working, refer to Troubleshooting a Web Interface website.

e. Optionally configure Web Interface user authentication. Refer to Setting up user authentication for a Web Interface website.

f. Optionally configure Web Interface user account management. Refer to Setting up how Web Interface website accounts work.

a. Install the latest Maintenance Release, if one has been released. Download the latest Maintenance Release from PTC Support and follow instructions in its Release Notes.

If you already have Modeler installed using the Product — Workgroup deployment, follow the instruction below to upgrade the server and then each of the clients with the latest version of Modeler.

◦ Refer to Performing an upgrade and complete any steps that apply to your upgrade situation.

a. On the Modeler Server, complete the steps provided in Performing a Server Only installation. Select the optional components you require.

b. If prompted to install Microsoft .NET Framework 4.6.1, click the Install button to confirm.

c. When prompted to uninstall the previous version of Modeler, click Yes to confirm.

d. On all Modeler Clients, complete the steps provided in Performing a Client Only installation. Select the optional components you require.

a. Refer to Performing an Upgrade. Complete any post-installation steps that apply to your upgrade situation. At a minimum, this will involve upgrading models and profiles in models.

b. Use the License Manager Request Wizard to request a license file for the correct version of Modeler, with the correct number of license file for the correct version of Modeler, with the correct number of license for each component. Once the license has been received from PTC Support, configure Modeler to use the new license. Refer to Working with a server-based floating license.

c. Install the latest Maintenance Release, if one has been released. Download the latest Maintenance Release from PTC Support and follow instructions in its Release Notes.