QuerySurge Multi Machine Installation Procedure
Note: See our article on permissions required for installation on Linux here.
Prepare for Installation
1. Download the QuerySurge Installer to the machines you want to download QuerySurge on, making sure one of them is for the App server and the other is for the Database Server. Additionally, you'll need to install at least one Agent, and you may want to install QuerySurge API components (see this Knowledge Base article). Copy the installer to the machines that you'll be installing these components on as well.
Note: Newer browser versions have started modifying Linux .run file extensions to ".txt" on Windows. If you download your QuerySurge installer on Windows prior to moving it to Linux, it may show up as querysurge-installer-x.x.x-linux-x64.txt instead of querysurge-installer-x.x.x-linux-x64.run. The installer should be intact, however, and you can either restore the ".run" extension, or you can leave it as it is. The installation on Linux should proceed normally either way.
2. On each machine use the cd command at the linux prompt to go to the directory where you have downloaded the installer.
3. Issue the command ls –al at the linux prompt to check the filename. You should see a listing similar to the following (‘x.x.x’ is the QuerySurge version number):
-rw-rw-r--. 1 root root 232635922 Nov 21 11:07 querysurge-installer-x.x.x-linux-x64.run
4. Type chmod +x <filename> to make the installer file executable, <filename> is the QuerySurge installer name from the previous command:
chmod +x querysurge-installer-x.x.x-linux-x64.run
5. Type ls -al again to confirm the change. At the left of the file listing you should see rwxrwxr-x:
-rwxrwxr-x. 1 root root 232635922 Nov 21 11:07 querysurge-installer-x.x.x-linux-x64.run
6. On the box designated as the QuerySurge Database server, issue the command at the prompt: ./<filename> where <filename> is the QuerySurge installer shown from the ls command (where ‘x.x.x’ is the QuerySurge version number) Type --mode text at the end of the file name:
./querysurge-installer-x.x.x-linux-x64.run --mode text
Note: Make sure all antivirus software (or similar software) is shut down before you start the installation, as these processes can interfere with the installation process, potentially breaking your installation.
Installing the QuerySurge Database
1. Review the License Agreement and press Enter as prompted, it begins as follows:
------------------------------------------------------------------
Welcome to the QuerySurge Setup Wizard.
------------------------------------------------------------------
Please Please read the following License Agreement. You must accept the terms of this agreement before continuing with the installation.
Press [Enter] to continue :
EVALUATION AGREEMENT
THIS EVALUATION AGREEMENT ("AGREEMENT") IS ENTERED INTO BY AND BETWEEN REAL-TIME
TECHNOLOGY SOLUTIONS, INC. ("RTTS") AND "EVALUATOR". BY CLICKING ON THE
"ACCEPT" BUTTON, YOU OR THE ENTITY OR COMPANY THAT YOU REPRESENT ("EVALUATOR")
ARE UNCONDITIONALLY CONSENTING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS
AGREEMENT. EVALUATOR'S INSTALLATION AND USE OF THE PRODUCT SHALL ALSO
CONSTITUTE ASSENT TO THE TERMS OF THIS AGREEMENT. IF EVALUATOR DOES NOT
UNCONDITIONALLY AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, CLICK THE "CANCEL"
BUTTON. IF THESE TERMS ARE CONSIDERED AN OFFER, ACCEPTANCE IS EXPRESSLY LIMITED
TO THESE TERMS. BY CLICKING ?ACCEPT? YOU ACKNOWLEDGE AND AGREE ON BEHALF OF
YOURSELF AND YOUR EMPLOYER TO BE BOUND TO THIS AGREEMENT. YOU REPRESENT THAT
YOU ARE AUTHORIZED TO ACCEPT THIS AGREEMENT ON YOUR EMPLOYER?S BEHALF.
2. To accept the License Agreement type "y" and press Enter:
Press [Enter] to continue :
Do you accept this license? [y/n]: y
3. To accept the default Directory press Enter, or insert name of Directory location and press Enter:
------------------------------------------------------------------
Please specify the directory where QuerySurge will be installed.
Installation Directory [/opt/QuerySurge]:
4. Type "y" to install the Database Component and "N" for all other Components.
------------------------------------------------------------------
Select the components you want to install; clear the components you do not want to install.
Database [Y/n]: y
App Server [Y/n]: N
Agent [Y/n]: N
Tutorial + Sample Data [Y/n]: N
QuerySurge APIs [y/N]: N
Test Management Tool Connectors [y/N]: N
5. Type "y" and press Enter to confirm selections:
Is the selection above correct? [Y/n]: y
6. Press Enter to confirm the Installation of QuerySurge as a Service:
------------------------------------------------------------------
Install Service
Install QuerySurge as a service
Install as a service? [Y/n]: y
7.To accept the default QuerySurge Database Port value (3306) press Enter, or insert adjusted value and press Enter.
QuerySurge Database Port
Choose a port for the QuerySurge embedded database
QuerySurge Database Port [3306]:
Note: The port number, along with the server name or IP address of this server, as these values are required for the QuerySurge App Server installation.
8. Type "N" and press Enter to proceed:
Test Statsmon Connection With Server [y/N]: N
9. An alert message will specify that if you are upgrading from a QuerySurge version prior to 5.0.X you will need to apply a license with the Staging Feature enabled before you can run Staging Queries, press Enter to continue.
If you are upgrading from a QuerySurge version prior to 5.8.X you will need to apply a license with the Staging feature enabled before you can run Staging Queries
10. Press Enter to Confirm the Installation of the QuerySurge Database
------------------------------------------------------------------
Setup is now ready to begin installing QuerySurge on your computer.
Do you want to continue? [Y/n]: y
11. The QuerySurge Database will now install. The installation will take several minutes (< 20 min)
Installing the QuerySurge App Server
1. On the box designated as the QuerySurge App server issue the command ./<filename> at the prompt, (<filename> is the QuerySurge installer shown from the ls command and ‘x.x.x’ is the QuerySurge version number)
./querysurge-installer-x.x.x-linux-x64.run --mode text
2. Review the License Agreement and press Enter as prompted, it begins as follows:
------------------------------------------------------------------
Welcome to the QuerySurge Setup Wizard.
------------------------------------------------------------------
Please Please read the following License Agreement. You must accept the terms of this agreement before continuing with the installation.
Press [Enter] to continue :
EVALUATION AGREEMENT
THIS EVALUATION AGREEMENT ("AGREEMENT") IS ENTERED INTO BY AND BETWEEN REAL-TIME
TECHNOLOGY SOLUTIONS, INC. ("RTTS") AND "EVALUATOR". BY CLICKING ON THE
"ACCEPT" BUTTON, YOU OR THE ENTITY OR COMPANY THAT YOU REPRESENT ("EVALUATOR")
ARE UNCONDITIONALLY CONSENTING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS
AGREEMENT. EVALUATOR'S INSTALLATION AND USE OF THE PRODUCT SHALL ALSO
CONSTITUTE ASSENT TO THE TERMS OF THIS AGREEMENT. IF EVALUATOR DOES NOT
UNCONDITIONALLY AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, CLICK THE "CANCEL"
BUTTON. IF THESE TERMS ARE CONSIDERED AN OFFER, ACCEPTANCE IS EXPRESSLY LIMITED
TO THESE TERMS. BY CLICKING ?ACCEPT? YOU ACKNOWLEDGE AND AGREE ON BEHALF OF
YOURSELF AND YOUR EMPLOYER TO BE BOUND TO THIS AGREEMENT. YOU REPRESENT THAT
YOU ARE AUTHORIZED TO ACCEPT THIS AGREEMENT ON YOUR EMPLOYER?S BEHALF.
3. To accept the License Agreement type "y" and press Enter:
Press [Enter] to continue :
Do you accept this license? [y/n]: y
4. To accept the default Directory press Enter, or specify Directory location and press Enter
------------------------------------------------------------------
Please specify the directory where QuerySurge will be installed.
Installation Directory [/opt/QuerySurge]:
5. Type "y" to install the App Server Component and "N" for all other Components.
------------------------------------------------------------------
Select the components you want to install; clear the components you do not want to install.
Database [Y/n]: N
App Server [Y/n]: Y
Agent [Y/n]: N
Tutorial + Sample Data [Y/n]: N
QuerySurge APIs [y/N]: N
Test Management Tool Connectors [y/N]: N
6. To confirm selection type "y" and press Enter:
Is the selection above correct? [Y/n]: y
7. To confirm the Installation of QuerySurge as a Service type "y" and press Enter:
------------------------------------------------------------------
Install Service
Install QuerySurge as a service
Install as a service? [Y/n]: y
8. If you would like to accept default memory configuration press Enter, or type "N" and insert custom Configuration.
Custom Memory Configuration [y/N]: N
9. To accept the default QuerySurge Database Port value (3306) press Enter, or insert adjusted value and press Enter.
QuerySurge Database Port
Choose a port for the QuerySurge embedded database
QuerySurge Database Port [3306]:
10. If you received a Feature Code via email upon applying for the BI Tester add on apply it now and press Enter, if not press Enter to continue.
Enter Feature Code (Optional)
If you received feature code to enable additional features for your trail
11. To accept default QuerySurge App Server HTTP port value (80) and Shutdown port (8005) press Enter, or insert adjusted values and press Enter.
------------------------------------------------------------------
QuerySurge Application Server Configuration
Choose ports for the QuerySurge application server
QuerySurge App Server HTTP Port [80]:
QuerySurge App Server Shutdown Port [8005]:
Note: The HTTP Port number and the server name or IP address, as these values are required for further setup and for logging into QuerySurge.
11. Type "y" for Bundled Drivers you want to install and press Enter
----------------------------------------------------------------------------
Please select drivers to install. If you do not see your driver(s), they can be added post-installB
Oracle (ojobc7) [y/N]
Teradata (terajdbc)
12. You may have to accept License Agreements for selected Drivers. Press Enter when prompted and type "y' and press Enter to accept agreements.
13. Select a Bundled Driver option. If your driver is not available drivers can be added post installation. Type "y" for selected driver and press Enter.
14. An alert message will specify that if you are upgrading from a QuerySurge version prior to 5.0. that you will need to apply a license with the Staging feature enabled before you can run Staging Queries, press Enter.
15. To confirm the Installation of QuerySurge press Enter.
------------------------------------------------------------------
Setup is now ready to begin installing QuerySurge on your computer. Do you want to continue? [Y/n]: y
16. The QuerySurge App Server will now take several minutes to install. (< 20 min).
- Launch a supported browser (supported browsers are listed here) and perform a test login to QuerySurge.
- In the browser, navigate to the URL:
http://<server_name>/QuerySurge
If you specified a different port other than the default HTTP Port 80 in Step 7, then the URL is: http://<server_name>:<port>/QuerySurge
The default QuerySurge admin credentials are: admin/admin. You should set the Admin password to a value of your choosing.
Configure Statsmon for the Database
- Log into your Database machine as an Admin if you are not still logged in.
- Use the following command to stop the Statsmon service:
service QuerySurge stop statsmon - Go to the QuerySurge install directory, and find the Statsmon configuration file (statsmonconfig.xml). The default location is: /opt/QuerySurge/statsmon/config/statsmonconfig.xml.
- Make a copy of the statsmonconfig.xml file.
- Carefully edit the statsmonconfig.xml file using a text editor. The tag you'll need to edit is <qsserverurl>. Carefully change the text value of the tag to the server name or IP address of your QuerySurge App server. After you have edited the tag, it will look something like:
- <qsserverurl>http://myQuerySurgeAppserver.mycompany.com:80</qsserverurl>
- In this example, myQuerySurgeAppserver.mycompany.com is the name of the server you installed the QuerySurge App server on (the IP address of this server should also work), and 80 is the http port for the QuerySurge App server (see above: "Installing the QuerySurge App Server", Step 8).
- Save the changes to the statsmonconfig.xml file.
- Use the following command Start the Statsmon service:
service QuerySurge start statsmon
Install a QuerySurge Agent
On a box designated for a QuerySurge Agent, issue the command at the prompt: ./<filename> where <filename> is the QuerySurge installer shown from the l command (where ‘x.x.x’ is the QuerySurge version number):
./querysurge-installer-x.x.x-linux-x64.run --mode text
Press the 'Enter' key as required to review the license agreement, which begins:
------------------------------------------------------------------
Welcome to the QuerySurge Setup Wizard.
------------------------------------------------------------------
Please Please read the following License Agreement. You must accept the terms of this agreement before continuing with the installation.
Press [Enter] to continue :
EVALUATION AGREEMENT
THIS EVALUATION AGREEMENT (?AGREEMENT?) IS ENTERED INTO BY AND BETWEEN REAL-TIME
TECHNOLOGY SOLUTIONS, INC. (?RTTS?) AND ?EVALUATOR?. BY CLICKING ON THE
"ACCEPT" BUTTON, YOU OR THE ENTITY OR COMPANY THAT YOU REPRESENT (?EVALUATOR?)
ARE UNCONDITIONALLY CONSENTING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS
AGREEMENT. EVALUATOR?S INSTALLATION AND USE OF THE PRODUCT SHALL ALSO
CONSTITUTE ASSENT TO THE TERMS OF THIS AGREEMENT. IF EVALUATOR DOES NOT
UNCONDITIONALLY AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, CLICK THE "CANCEL"
BUTTON. IF THESE TERMS ARE CONSIDERED AN OFFER, ACCEPTANCE IS EXPRESSLY LIMITED
TO THESE TERMS. BY CLICKING ?ACCEPT? YOU ACKNOWLEDGE AND AGREE ON BEHALF OF
YOURSELF AND YOUR EMPLOYER TO BE BOUND TO THIS AGREEMENT. YOU REPRESENT THAT
YOU ARE AUTHORIZED TO ACCEPT THIS AGREEMENT ON YOUR EMPLOYER?S BEHALF.
Type 'y' to accept the license agreement:
Press [Enter] to continue :
Do you accept this license? [y/n]: y
Specify the directory where you want QuerySurge to be installed or press 'Enter' to accept the default location:
------------------------------------------------------------------
Please specify the directory where QuerySurge will be installed.
Installation Directory [/opt/QuerySurge]:
Type 'y' at 'Agent' to install the Agent and 'N' for all other components.
------------------------------------------------------------------
Select the components you want to install; clear the components you do not want to install.
Database [Y/n]: N
App Server [Y/n]: N
Agent [Y/n]: Y
Tutorial + Sample Data [Y/n]: N
QuerySurge APIs [y/N]: N
Test Management Tool Connectors [y/N]: N
Press the 'Enter' key to confirm your selections
Is the selection above correct? [Y/n]: y
Press the 'Enter' key to confirm installation of QuerySurge as a service:
------------------------------------------------------------------
Install Service
Install QuerySurge as a service
Install as a service? [Y/n]: y
Type 'y' for each of the bundled JDBC driver selections that you want to deploy:
Oracle (ojdbc7) [y/N]:
Teradata (terajdbc4) [y/N]:
Sybase (jTDS 1.3.1) [y/N]:
Flat File and XML (JStels) [Y/n]:
MS SQL Server (sqljdbc4) [y/N]:
MySQL (Connector/J 5.1.33) [Y/n]:
Amazon Redshift [y/N]:
[1] –Select—
[2] Apache Hive 1.2.1
[3] Cloudera CDH 5.5
[4] Hortonworks 2.3
Please choose an option [1] :
Note: If you do not see your specific data source technology listed, you will be able to add additional vendor drivers to QuerySurge post-installation. See your vendor website for driver download information. The procedure for manually adding a driver to an Agent is discussed here.
You will need to accept the license terms for the drivers you have selected by typing 'y' at each request.
Press the 'Enter' key to test the connection with the QuerySurge App Server:
Test Agent Connection
With Server [y/N]: y
Enter the hostname and port for the QuerySurge App Server. These are the values you entered and noted in Step 8 of "Installing the QuerySurge App Server". (The default HTTP Port is 80.)
------------------------------------------------------------------
Agent Connection
QuerySurge agents need a connection to the QuerySurge App server.
The hostname of the QuerySurge App server
Hostname []: <Hostname of App Server>
The port of the QuerySurge server
Port [80]: <App Server HTTP Port>
Press the 'Enter' key to confirm the installation of QuerySurge
------------------------------------------------------------------
Setup is now ready to begin installing QuerySurge on your computer. Do you want to continue? [Y/n]: y
The QuerySurge Agent should install. This will take several minutes.
Once the installer has completed, your QuerySurge Agent should be installed, and should have self-registered with QuerySurge, but it will not be Enabled. Log into QuerySurge as a QuerySurge Admin user, and navigate to the Admin view. In the upper left of the Admin view, click on Agents in the Admin tree. A list of existing Agents will show in the grid in the main panel. Locate the Agent you have just installed, and Enable it by clicking on the checkbox in the Enabled column. In the lower right of the main panel, click on the Refresh button. You should now see in the Last Ping column that the Agent has successfully pinged into QuerySurge.
Note: The local firewall may require ports to be opened. The default QuerySurge ports are 80 (HTTP) and 3306 (database), however you may have modified these during installation. If the ports used during installation are blocked, the firewall may be the cause.
You may want to install additional Agents (a minimum of one is required). Currently, there is a limit of one Agent install per Operating System (OS). You can repeat this procedure on additional OS's.
The core installation of QuerySurge is now complete.
Important: Be sure to back up the QuerySurge database regularly in order to Safeguard QuerySurge Data. Your only protection against data loss is a regular backup schedule. In the case of a severe outage your only possibility of recovery is based on a recent backup.
See this Knowledge Base article for backup procedures.