Installation overview

When you install the Jive platform, you 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 following topics to understand a typical configuration, required components and sizes, and how to scale your system:
2 — Required Review the information in Preparing to connect 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. For more information, see Connecting through 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 create users on them.
4 Activity Engine Required Install the Jive Linux package on your Activity Engine node, as described in Installing Jive package and starting up. This node should be able to access the Recommender Service, as described in Preparing to connect to Jive Hosted services.
5 Search Required for On-Premise Search only If you are using On-Premise Search, install the Jive Linux package on your Search node, as described in Installing Jive package and starting up. Make sure the web app node can access the Search service, as described in Search service.
6 Jive Web Apps Required Install the Jive Linux package on your web app nodes, as described in Installing Jive package and starting up. Any web app nodes need access to the domain for Mobile Gateway, directly or through your proxy server, as described in Preparing to connect to Jive Hosted services and Connecting through proxy server.
7 Configure Cache Server Required Install the Jive Linux package on the cache servers, as described in Installing Jive package and starting up. For more information on a typical configuration and how to scale your system, see Jive Enterprise architecture.
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 are 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, 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, contact Jive support to get your IP addresses whitelisted.

10 Configure Cluster Nodes Required Configure your cluster. Configurations require a clustered environment unless you are only evaluating Jive, as described in Quick installation for Jive evaluation. To configure a clustered environment, you need to install the Jive Linux package on each node of the cluster and configure it appropriately, as described in Installing Jive package and starting up and Configuring cluster node (optional).
11 Document Conversion Module Required Install the Jive Linux package on the document conversion node, as described in Installing Jive package and starting up. 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 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. Log in as the system administrator and use the instructions for setting up a binary storage provider, as described in Configuring 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, refer to Setting up LDAP and Active Directory.
14 Post-installation Tasks Required Use the post-installation tasks, described in Post-installation tasks, to perform some one-time configurations for Jive, such as configuring the location for text extraction for search.