Performing Data Shaper initial installation and master configuration

Pre-installation checklist

• You drew a deployment diagram, indicating on which peers of which STENG cluster Data Shaper services are expected to be deployed.

• You double checked all Data Shaper disk space requirements and mandatory constraints.

• You possess or secured adequate skills to perform the required installation tasks.

Preliminary package installation on DOIM Control Node

Starting from Data One 1.20.15, Data Shaper comes in a specific package.

The installable image for Data Shaper is a compressed .tar file named as follows: 1.20.<tf_number>-DATA_SHAPER-Linux64.tar.gz.

To install Data Shaper, follow these steps:

1. Copy this package in a folder outside the Control Node directory.

2. Untar & expand the package in a directory of your choice. We will refer to this directory as <DOIM_HOME> in the rest of this manual.

The Control Node DOIM_HOME folder must NOT be a subfolder of a Managed Node's DATAONE_HOME folder. The DOIM folder in the Control Node can be placed in any of the Managed Nodes. It is not required that the Control Node be a dedicated one, but the DOIM_HOME folder of a Control Node CANNOT be in the absolute path of the DATAONE_HOME folder of that Managed Node.

For example, if the host is ceman01.mycompany.com, the DATAONE_HOME directory would be located at /opt/dataone.

• The DOIM_HOME folder should not exist within the DATAONE_HOME directory. (Error: DOIM_HOME at /opt/dataone/DOIM)

• DOIM_HOME and DATAONE_HOME cannot be the same. Error DOIM_HOME: /opt/dataone.

The DOIM_HOME folder must not be in the DATAONE_HOME folder. DOIM_HOME and its content carry no references to the components of the DATAONE_HOME. So the DOIM_HOME folder must be moved outside the DATAONE_HOME.

You can now proceed with the installation of Data Shaper:

1. Start the Data Mover installation process: follow the instructions in the Executing the installer section of the Data Mover documentation.

2. Proceed through the installation steps: complete steps 1 and 2 as described for Data Mover.

3. Verify license configuration: at step 3, ensure that your license includes the datashaper2 feature enabled. This is mandatory for activating Data Shaper functionality.

4. Complete the remaining installation steps: continue with the Data Mover installation until it finishes successfully. Data Shaper will be installed as part of this process.