Configuring application with the Setup wizard

The Setup wizard allows you to configure essential settings for your application, including license information, database connections, user identity systems, email systems, and administrative credentials. After installation, the Setup wizard runs automatically.

Starting Setup wizard manually

To rerun the Setup wizard, for example, to configure LDAP, follow these steps:

1. Stop the web application and httpd services by running jive stop webapp followed by jive stop httpd.
2. In the /usr/local/jive/applications/sbs/home/jive_startup.xml file, set the <setup> element to false.
   • This resets the status to "setup has not been run."
3. Start the web application and httpd services by running jive start webapp followed by jive start httpd.
4. Open the Admin Console in your browser by typing in the URL. By default, this URL is: http://<webapp_hostname>:8080/admin.

The Setup wizard will run automatically.

License Settings

On the License Settings page, enter the license key you purchased (you can retrieve your purchased keys by logging into www.jivesoftware.com) or click Continue to accept the local system license. Next, select the type of deployment environment: production or development.

Encryption Key Management

All customer data is encrypted at rest. You can choose how to manage keys on the Encryption Key Management page.

If you choose Local Key Provider, Jive will store a master key on the server's file system.

Alternatively, you can use AWS Key Management Service (KMS) to manage keys. Configure the following settings if you choose this option:

• Customer Master Key ID: ID of the previously generated CMK on AWS KMS.
• Region: The AWS Region for the AWS KMS service.
• Data Key Strength: Choose 128 or 256-bits encryption (default is AES-256).
• Use AWS IAMROLE: Set to true if Jive runs on AWS EC2 with an IAM instance role; otherwise, set to false and configure the IAM access keys.
• Access Key ID and Secret Key ID: Required if not using a pre-configured IAM role.

After entering parameters, click Test Connection with KMS to validate connectivity.

Database Settings

On the Database Settings page, specify how to connect to the application database, whether using the local system database or an external database. Required settings will be prompted if you choose the standard database connection or JNDI datasource.

User Settings

On the User Settings page, configure the system for user and group data. By default, the Setup wizard utilizes application database tables for user and group data.

• If you choose Default, you will proceed to the User Profile Name Configuration page to specify the fields for user names (recommended: separate fields for new installations).
• On the Username Case Sensitivity Configuration page, decide on case sensitivity during user account creation and login (recommended: case-insensitive lookups for new installations).

Activity Engine Settings

On the Activity Engine Settings page, specify endpoints and database settings for the Activity Engine.

Other Settings

Specifying defaults for feeds (such as RSS) and email settings is essential, and these can be modified later in the Admin Console.

1. Set site basics, including URL and name.

   Setting	Description
   Site URL	The URL users enter to access the community.
   Space Name	The name displayed as the community name on the home page.

2. Configure clustering if part of a cluster of application server nodes.

   Setting	Description
   Clustering Enabled/Disabled	Select Enabled to indicate that this node is part of a cluster. If enabled, specify at least one cache server address.
   Cache Server Addresses	Enter the domain name or IP address of at least one cache server.

3. Connect to your Search service, either Jive's Cloud Search or an On-Premise Search service.

   Setting	Options	Description
   On-Premise Search	On-Premise Search Service Host	Enter the host name for Search connection.
   On-Premise Search Service Port	Enter the TCP port (default: 30000).
   Cloud Search	Search Endpoint	Select the public cloud search endpoint for your area.

4. Configure email settings for sending and receiving emails from the community.

   1. Enter details for outgoing emails, including:

      Setting	Description
      Server Email Name	The name shown in the From box of outgoing emails.
      Server Email Address	Email address for the sender.

   2. Outgoing email server configuration:

      Setting	Description
      Email Host	Host name of the SMTP server.
      Email Port	Port for sending emails.

   3. Incoming email server configuration:

      Setting	Description
      Client Protocol	Select the protocol for incoming emails.
      Client Account Host	Host name of the incoming email server.
      Client Account Port	Port for incoming email.
      Username	Authentication username.
      Password	Authentication password.

Administrator Account

Specify the system administrator's name, email, and password.

Note: The default user name and password is admin.

Restarting Your Application

After finishing the Setup wizard, restart the application using the following commands as the jive user:

[root@targethost ~]# **sudo su - jive**
[1016][jive@targethost:~]$ **jive restart webapp**

You will see the following notification:

sbs restarted successfully.

Finishing Up

After completing the Setup wizard, your application is ready to run. You can continue adjusting settings, such as creating user profiles, updating the interface theme, managing space hierarchies, or sending membership invitations. For more community setup guidance, see Setting up community.

Related

Installing