Installation Overview

When you install the Jive platform, you'll perform several steps in a specific sequence. Here is an overview of all the installation steps and the order in which you should perform them:

Step What You're Installing Required or Optional Install Instructions
1 -- Required Review the System Architecture drawing and the System Requirements to understand a typical configuration, required components and sizes, and how to scale your system. See the Network Requirements for additional information.
2 -- Required Review the information in Connecting to Jive-Hosted Services to ensure your servers can communicate with the externally hosted components. If you use a proxy server, make sure it's configured correctly to access the required external resources. See Connecting Through a Proxy Server.
3 Activity Engine Database, Core Databases, Analytics Database Required Install the Activity Engine, Core, and Analytics databases each on their own server as described in Database Configuration and Best Practices, and you have created users on them.
4 Activity Engine Required Install the Jive Linux package on your Activity Engine node. This node should be able to access the Recommender Service as described in Connecting to Jive-Hosted Services.
5 Search Required for On-Premise Search only. For information on Jive Cloud Search, see About Cloud Search. If you are using On-Premise Search, install the Jive Linux package on your Search node. Make sure the web app node can access the Search service as described in Connecting to Jive-Hosted Services.
6 Jive Web Apps Required Install the Jive Linux package on your web app nodes. Any web app nodes will need access to the domains for Apps Market and Mobile Gateway, directly or through your proxy server, as described in Connecting to Jive-Hosted Services.
7 Configure Cache Server Required Install the Jive Linux package on the cache server(s). See the System Architecture drawing to better understand a typical configuration and how to scale your system.
8 Set up First Web App Using Setup Wizard Required With a supported web browser, navigate to http://<hostname>/, where hostname is the DNS-resolvable name of the server where you installed the Jive application on your primary web application node. There, you will be prompted to finish configuring the Jive application via the Admin Console setup wizard.
9 Select Correct Search Type Required

In the Other Settings page of the setup wizard, you'll be asked to choose between the Cloud and On-Premise Search service. If you're using On-Premise Search, make sure you select On-Premise Search. If you're using Cloud Search, you'll need to contact support to get your IP addresses whitelisted. For more on Cloud Search, see About Cloud Search.

10 Configure Cluster Nodes Required Configure your cluster. Configurations require a clustered environment, unless you are only evaluating Jive. To configure a clustered environment, you need to install the Jive Linux package on each node of the cluster, and configure it appropriately.
11 Document Conversion Module Required Install the Jive Linux package on the document conversion node. This module allows documents to be previewed in Jive without modifying their original format. For more information, and to complete the required server configuration for document conversion, see Setting Up Document Conversion.
Note: Because you'll need to use the Admin Console to create the connection, you should finish the installation and configuration steps in this checklist before you complete the document conversion node setup.
12 Configure a Binary Storage Provider Required With a supported web browser, navigate to http://<hostname>/, where hostname is the DNS-resolvable name of the server where you installed the Jive application on your primary web application node. Login as the system administrator and use the instructions for setting up a binary storage provider.
13 Directory Server Integration Optional If you plan to populate your community with users synchronized from your LDAP or Active Directory implementation, see the LDAP and Active Directory Guide.
14 Post-installation Tasks Required Use the post-installation tasks to perform some one-time configurations for Jive, such as configuring the location for text extraction for Search.