TeamForge installation with an external PostgreSQL server

You can install TeamForge with its database installed separately on an external PostgreSQL server such as AWS RDS/Aurora. These instructions are for installing TeamForge in a three-server distributed setup with TeamForge and EventQ on two separate servers. All database services are hosted on a third server, which is an external PostgreSQL server not directly managed by TeamForge.

Dos and Don'ts

Check this list before installing or upgrading TeamForge.

Three Server Setup

Here's how the services are distributed across three separate RHEL/CentOS 7.4 servers.
Services TeamForge Application Server (server-01) EventQ Server (server-02) External Database Server (server-03)
ctfcore
   
mail
   
search
   
codesearch
   
etl
   
gerrit
   
gerrit-database    
reviewboard
 
reviewboard-database      
reviewboard-adapter
   
subversion
   
cvs
   
binary
   
binary-database    
cliserver
   
eventq  
 
mongodb  
 
redis  
 
rabbitmq  
 
ctfcore-database    
ctfcore-datamart    

Do this step by step on TeamForge Application Server (server-01)

  1. Install Red Hat Enterprise Linux/CentOS 7.4 and log on as root.

    The host must be registered with the Red Hat Network if you are using Red Hat Enterprise Linux.

    See the Red Hat installation guide for help.

  2. Check your basic networking setup. See Set up Networking for more information.
  3. Configure your TeamForge installation repository.

    TeamForge installation repository configuration for sites with internet access

    1. Contact the CollabNet Support and download the TeamForge 17.11 installation repository package to /tmp.
    2. Install the repository package.
      • yum install -y /tmp/collabnet-teamforge-repo-17.11-0.noarch.rpm
    3. Refresh your repository cache.
      • yum clean all

    TeamForge installation repository configuration for sites without internet access

    1. Contact the CollabNet Support to get the auxiliary installer package for TeamForge 17.11 disconnected installation and save it in /tmp.
      • Red Hat Enterprise Linux/CentOS 7.4 64 bit: CTF-Disconnected-media-17.11.501-841.rhel7.x86_64.rpm
      • In addition to the above CentOS 7.4 64 bit RPM package, you must get the following CentOS 7.4 compatibility RPM, which is required for TeamForge 17.11 disconnected media installation on CentOS 7.4 profile: compat-ctf-dc-media-1.1-1.el7.noarch.rpm.
    2. Unpack the disconnected installation package.
      • rpm -ivh <package-name>
    3. Unpack the compat-ctf-dc-media-1.1-1.el7.noarch.rpm package if you are installing TeamForge 17.11 on CentOS 7.4.
      • rpm -ivh compat-ctf-dc-media-1.1-1.el7.noarch.rpm
    4. If not mounted already, mount the Red Hat Enterprise Linux/CentOS installation DVD.

      The DVD contains the necessary software and utilities required for installing TeamForge without internet access. In the following commands, replace "cdrom" with the identifier for your server's CD/DVD drive, if necessary.

      • cd /media/
      • mkdir cdrom
      • mount /dev/cdrom ./cdrom/

      If there are any spaces in the automount, unmount it first and mount it as a filepath, with no spaces.

    5. Create a yum configuration file that points to the Red Hat Enterprise Linux/CentOS installation DVD.
      • vi /etc/yum.repos.d/cdrom.repo
      Here's a sample yum configuration file.
      [RHEL-CDROM] 
name=RHEL CDRom 			
baseurl=file:///media/cdrom/Server/
gpgfile=file:///media/cdrom/RPM-GPG-KEY-redhat-release 
enabled=1
gpgcheck=0
    6. Verify your yum configuration files.
      • yum list httpd
      • yum list apr
  4. Install the TeamForge application packages.
    • yum install teamforge

Important: The following warning message, which shows up during TeamForge install/upgrade (while installing CN-eventq rpm) can be safely ignored.
Don't run Bundler as root. Bundler can ask for sudo if it is needed, and
installing your bundle as root will break this application for all non-root
users on this machine.
...
...
Errno::ENOENT: No such file or directory - git
...
...

  1. Install Review Board (note that you should have added the following identifiers to the SERVICES token: reviewboard, revieboard-database, and reviewboard-adapter).
    • yum install CN-reviewboard

    For more information, see Install Review Board database on the TeamForge Database Server.

Do this step by step on the Database Server (server-03)

  1. Install Red Hat Enterprise Linux/CentOS 7.4 and log on as root.

    The host must be registered with the Red Hat Network if you are using Red Hat Enterprise Linux.

    See the Red Hat installation guide for help.

  2. Check your basic networking setup. See Set up Networking for more information.
  3. Log on to the Database Server and create the TeamForge database, datamart, Gerrit database, Binary database and Review Board database. Note down the following credentials that are required to set up the TeamForge site-options.conf tokens later in the process.
    • Database name (DATABASE_NAME)
    • Database username (DATABASE_USERNAME)
    • Database password (DATABASE_PASSWORD)
    • Database read-only username (DATABASE_READ_ONLY_USER)
    • Database read-only password (DATABASE_READ_ONLY_PASSWORD)
    • Reports database name (REPORTS_DATABASE_NAME)
    • Reports database username (REPORTS_DATABASE_USERNAME)
    • Reports database password (REPORTS_DATABASE_PASSWORD)
    • Reports database read-only username (REPORTS_DATABASE_READ_ONLY_USER)
    • Reports database read-only password (REPORTS_DATABASE_READ_ONLY_PASSWORD)
    • Gerrit database password (GERRIT_DATABASE_PASSWORD)
    • IAF database name (IAF_DBNAME)
    • IAF database username (IAF_DBUSER)
    • IAF database password (IAF_DBPASS)
    • Review Board database name (REVIEWBOARD_DATABASE_NAME)
    • Review Board database username (REVIEWBOARD_DATABASE_USER)
    • Review Board database password (REVIEWBOARD_DATABASE_PASSWORD)
  4. Create users and grant access rights.
    • Access rights for read-only users: LOGIN,NOCREATEDB,NOCREATEROLE,NOSUPERUSER
    • Access rights for other users: LOGIN,CREATEDB,NOCREATEROLE,NOSUPERUSER
  5. Configure your TeamForge installation repository.

    TeamForge installation repository configuration for sites with internet access

    1. Contact the CollabNet Support and download the TeamForge 17.11 installation repository package to /tmp.
    2. Install the repository package.
      • yum install -y /tmp/collabnet-teamforge-repo-17.11-0.noarch.rpm
    3. Refresh your repository cache.
      • yum clean all

    TeamForge installation repository configuration for sites without internet access

    1. Contact the CollabNet Support to get the auxiliary installer package for TeamForge 17.11 disconnected installation and save it in /tmp.
      • Red Hat Enterprise Linux/CentOS 7.4 64 bit: CTF-Disconnected-media-17.11.501-841.rhel7.x86_64.rpm
      • In addition to the above CentOS 7.4 64 bit RPM package, you must get the following CentOS 7.4 compatibility RPM, which is required for TeamForge 17.11 disconnected media installation on CentOS 7.4 profile: compat-ctf-dc-media-1.1-1.el7.noarch.rpm.
    2. Unpack the disconnected installation package.
      • rpm -ivh <package-name>
    3. Unpack the compat-ctf-dc-media-1.1-1.el7.noarch.rpm package if you are installing TeamForge 17.11 on CentOS 7.4.
      • rpm -ivh compat-ctf-dc-media-1.1-1.el7.noarch.rpm
    4. If not mounted already, mount the Red Hat Enterprise Linux/CentOS installation DVD.

      The DVD contains the necessary software and utilities required for installing TeamForge without internet access. In the following commands, replace "cdrom" with the identifier for your server's CD/DVD drive, if necessary.

      • cd /media/
      • mkdir cdrom
      • mount /dev/cdrom ./cdrom/

      If there are any spaces in the automount, unmount it first and mount it as a filepath, with no spaces.

    5. Create a yum configuration file that points to the Red Hat Enterprise Linux/CentOS installation DVD.
      • vi /etc/yum.repos.d/cdrom.repo
      Here's a sample yum configuration file.
      [RHEL-CDROM] 
name=RHEL CDRom 			
baseurl=file:///media/cdrom/Server/
gpgfile=file:///media/cdrom/RPM-GPG-KEY-redhat-release 
enabled=1
gpgcheck=0
    6. Verify your yum configuration files.
      • yum list httpd
      • yum list apr
  6. Install the TeamForge database packages.
    • yum install teamforge-database
  7. Set up your site's master configuration file.
    • vi /opt/collabnet/teamforge/etc/site-options.conf

    host: SERVICES Token

    Note: cliserver and reviewboard-adapter are the new services added in TeamForge 17.4.
    • server-01:SERVICES=ctfcore mail etl search subversion cvs codesearch cliserver gerrit 
binary reviewboard reviewboard-adapter
    • server-02:SERVICES=eventq mongodb redis rabbitmq
    • server-03:SERVICES=ctfcore-database ctfcore-datamart gerrit-database  binary-database reviewboard-database
    Note: You may remove the identifiers of components you do not want. For example, remove binary and binary-database if you are not planning to install binary repository managers such as Nexus.
    Set up the following site option tokens:
    • DATABASE_NAME
    • DATABASE_USERNAME
    • DATABASE_PASSWORD
    • DATABASE_READ_ONLY_USER
    • DATABASE_READ_ONLY_PASSWORD
    • REPORTS_DATABASE_NAME
    • REPORTS_DATABASE_USERNAME
    • REPORTS_DATABASE_PASSWORD
    • REPORTS_DATABASE_READ_ONLY_USER
    • REPORTS_DATABASE_READ_ONLY_PASSWORD
    • GERRIT_DATABASE_PASSWORD
    • IAF_DBNAME
    • IAF_DBUSER
    • IAF_DBPASS
    • REVIEWBOARD_DATABASE_NAME
    • REVIEWBOARD_DATABASE_USER
    • REVIEWBOARD_DATABASE_PASSWORD

    Save the site-options.conf file.

    For further customization of your site configuration:

    SSL Tokens

    SSL is enabled by default and a self-signed certificate is auto-generated. Use the following tokens to adjust this behavior.
    SSL_CERT_FILE=
    SSL_KEY_FILE=
    SSL_CHAIN_FILE=
    • To generate the SSL certificates, see Generate SSL certificates.
    • Have the custom SSL certificate and private key for custom SSL certificate in place and provide their absolute paths in these tokens. SSL_CHAIN_FILE (intermediate certificate) is optional.
    • All SSL certificates including self-signed certificates are added automatically.

    Password Tokens

    • TeamForge 7.1 and later support automatic password creation. See AUTO_DATA for more information.
    • If the token REQUIRE_PASSWORD_SECURITY is enabled, then set a value for the token, PASSWORD_CONTROL_EFFECTIVE_DATE.
      Warning: The Password Control Kit (PCK) disables, deletes or expires user accounts that don't meet the password security requirements starting from the date set for the PASSWORD_CONTROL_EFFECTIVE_DATE token. If a date is not set, the PCK disables, deletes or expires user accounts immediately. See PASSWORD_CONTROL_EFFECTIVE_DATE for more information.
    • If the token REQUIRE_RANDOM_ADMIN_PASSWORD is already set to true, then set the token ADMIN_EMAIL with a valid email address.
      ADMIN_EMAIL=root@{__APPLICATION_HOST__}
    • If you have LDAP set up for external authentication, you must set the “REQUIRE_USER_PASSWORD_CHANGE” site options token to false.

    PostgreSQL Tokens and Settings

  8. Provision services.
    • teamforge provision
    Note:

    TeamForge 17.4 (and later) installer expects the system locale to be LANG=en_US.UTF-8. TeamForge "provision" command fails otherwise.

Do this step by step on TeamForge Application Server (server-01)

  1. Copy the site-options.conf file from the Database Server (server-03) to the TeamForge Application Server's /opt/collabnet/teamforge/etc/ directory.
  2. Provision services.
    • teamforge provision
    Note:

    TeamForge 17.4 (and later) installer expects the system locale to be LANG=en_US.UTF-8. TeamForge "provision" command fails otherwise.

Do this step by step on EventQ server (server-02)

  1. Install Red Hat Enterprise Linux/CentOS 7.4 and log on as root.

    The host must be registered with the Red Hat Network if you are using Red Hat Enterprise Linux.

    See the Red Hat installation guide for help.

  2. Check your basic networking setup. See Set up Networking for more information.
  3. Configure your TeamForge installation repository.

    TeamForge installation repository configuration for sites with internet access

    1. Contact the CollabNet Support and download the TeamForge 17.11 installation repository package to /tmp.
    2. Install the repository package.
      • yum install -y /tmp/collabnet-teamforge-repo-17.11-0.noarch.rpm
    3. Refresh your repository cache.
      • yum clean all

    TeamForge installation repository configuration for sites without internet access

    1. Contact the CollabNet Support to get the auxiliary installer package for TeamForge 17.11 disconnected installation and save it in /tmp.
      • Red Hat Enterprise Linux/CentOS 7.4 64 bit: CTF-Disconnected-media-17.11.501-841.rhel7.x86_64.rpm
      • In addition to the above CentOS 7.4 64 bit RPM package, you must get the following CentOS 7.4 compatibility RPM, which is required for TeamForge 17.11 disconnected media installation on CentOS 7.4 profile: compat-ctf-dc-media-1.1-1.el7.noarch.rpm.
    2. Unpack the disconnected installation package.
      • rpm -ivh <package-name>
    3. Unpack the compat-ctf-dc-media-1.1-1.el7.noarch.rpm package if you are installing TeamForge 17.11 on CentOS 7.4.
      • rpm -ivh compat-ctf-dc-media-1.1-1.el7.noarch.rpm
    4. If not mounted already, mount the Red Hat Enterprise Linux/CentOS installation DVD.

      The DVD contains the necessary software and utilities required for installing TeamForge without internet access. In the following commands, replace "cdrom" with the identifier for your server's CD/DVD drive, if necessary.

      • cd /media/
      • mkdir cdrom
      • mount /dev/cdrom ./cdrom/

      If there are any spaces in the automount, unmount it first and mount it as a filepath, with no spaces.

    5. Create a yum configuration file that points to the Red Hat Enterprise Linux/CentOS installation DVD.
      • vi /etc/yum.repos.d/cdrom.repo
      Here's a sample yum configuration file.
      [RHEL-CDROM] 
name=RHEL CDRom 			
baseurl=file:///media/cdrom/Server/
gpgfile=file:///media/cdrom/RPM-GPG-KEY-redhat-release 
enabled=1
gpgcheck=0
    6. Verify your yum configuration files.
      • yum list httpd
      • yum list apr
  4. Install the EventQ packages.
    • yum install teamforge-eventq

Important: The following warning message shows up when you run yum install teamforge, which can be safely ignored.
Don't run Bundler as root. Bundler can ask for sudo if it is needed, and
installing your bundle as root will break this application for all non-root
users on this machine.

  1. Copy the site-options.conf file from the Database Server (server-03) to the EventQ Server's /opt/collabnet/teamforge/etc/ directory.
  2. Provision services.
    • teamforge provision
    Note:

    TeamForge 17.4 (and later) installer expects the system locale to be LANG=en_US.UTF-8. TeamForge "provision" command fails otherwise.

Do this step by step on TeamForge Application Server (server-01)

  1. Verify TeamForge installation.
    1. Reboot the server and make sure all services come up automatically at startup.
    2. Log on to the TeamForge web application using the default Admin credentials.
      • Username: "admin"
      • Password: "admin"
    3. Create a sample project. See Create a TeamForge project
    4. Write a welcome message to your site's users. See Create a site-wide broadcast.

Post Installation Tasks

Parent topic: Install TeamForge
Related concepts
TeamForge installation/upgrade/configuration/administration FAQs