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Basic Installation
Perform basic installation on Windows
Download and install Java Development Kit 17
- see System Requirements for supported variants
Database installation with MySQL 8.0
- Get MySQL database dump from Stages Support
- Download MySQL Installer for MySQL 8.0
- Install MySQL 8.0
- Select Setup Type “Server only” is recommended
- Install MySQL with config type “Server Machine”, default encoding “UTF-8” and service name “mysql80”
- Adapt/check the following properties within ”[mysql]“ and ”[mysqld]“ section in “C:\ProgramData\MySQL\MySQL Server 8.0\my.ini” configuration file
[mysql] default-character-set=utf8 [mysqld] character-set-server=utf8 max_allowed_packet=500M transaction-isolation=READ-COMMITTED lower_case_table_names=1 sql-mode = "STRICT_TRANS_TABLES,ERROR_FOR_DIVISION_BY_ZERO,NO_ENGINE_SUBSTITUTION" default-time-zone="+00:00"
- The default-time-zone parameter needs to be adapted to your servers' location if it is located outside of central Europe
- Restart the mysql service
- Create database, database user and grant privileges
- Start MySQL cli in a windows commandline within path ”<MySQL installation path>/bin“:
- mysql -uroot -p<mysql-root-password>
- Execute the following commands:
create database stages; create user 'stages' identified by 'pass'; grant all privileges on *.* to 'stages'@'%'; flush privileges; exit;
- Import dump file into database “stages”
- Unzip the file -or- customer specific dumpfile(*.sql) that has been sent to you
- Execute the following command from commandline within path ”<MySQL installation path>/bin“
mysql -uroot -p<mysql-root-password> stages <[PATH TO DUMP FILE\stages7_mysql_content.sql]
Database installation with Oracle 11g, 12c or 19c
- Get Oracle database dump and installation instructions from Stages Support
Stages installation on Windows
- Execute Stages installer as administrator (will be sent to you by Stages Support)
Establish database connection with MySQL
- Download MySQL JDBC connector (Connector/J 8.0 Platform Independent) MySQL 8.0
- Copy JDBC connector to ”<stages installation path>/stages/lib“ and rename the file mysql-connector-java-*-bin.jar to mysql.jar
- Edit ”<Stages installation path>/stages/conf/database.properties“ appropriately like in the following example:
torque.database.default.driver = com.mysql.cj.jdbc.Driver torque.database.default.adapter = DBMM torque.database.default.url = jdbc:mysql://localhost:3306/stages?zeroDateTimeBehavior=round&jdbcCompliantTruncation=false torque.database.default.username = stages torque.database.default.password = pass
- Activate the configuration
- Windows Start Menu: Execute “Programs > Method Park > Stages > Update Configuration”
- Start Stages
- Windows: Start the services “Stages Search” and then “Stages”
Establish database connection with Oracle
- Download Oracle JDBC connector for your Oracle version
- Copy JDBC connector to ”<stages installation path>/stages/lib“ and rename it to “ojdbc.jar”
- Edit ”<Stages installation path>/stages/conf/database.properties“ appropriately like in the following example:
## settings for oracle torque.database.default.driver=oracle.jdbc.driver.OracleDriver torque.database.default.url=jdbc:oracle:thin:@<IP/hostname>:<port>/<service_name(pdb)> torque.database.default.username=<oracle-username> torque.database.default.password=<oracle-password>
Hints:
Ensure that torque.database.default.adapter = DBMM is commented out or deleted
For none Oracle RAC databases (Cluster) - <port>/<service_name(pdb)> can be replaced by <port>:<sid>
- Activate the configuration
- Windows Start Menu: Execute “Programs > Method Park > Stages > Update Configuration”
- Start Stages
- Windows: Start the services “Stages Search” and then “Stages”
Perform basic installation on Linux
Download and install Java Development Kit 17
- see System Requirements for supported variants
Database installation with MySQL 8.0
- Get MySQL database dump from Stages Support
MySQL installation on RHEL8, OracleLinux8, AlmaLinux8, RockyLinux8 :
- yum install mysql-server
- Add the following properties to the end of the file /etc/my.cnf
[mysqld] character-set-server=utf8 max_allowed_packet=500M transaction-isolation=READ-COMMITTED lower_case_table_names=1 sql-mode = STRICT_TRANS_TABLES,ERROR_FOR_DIVISION_BY_ZERO,NO_ENGINE_SUBSTITUTION default-time-zone= +00:00
The default-time-zone parameter needs to be adapted to your server’s location if it is located outside of central Europe
- systemctl enable mysqld.service
- systemctl start mysqld.service
- mysql_secure_installation
- complete the installation with your organizational policy
- Proceed with the steps provided below
MySQL installation on CentOS 7.9
Hint: If you execute “yum install mysql” MariaDB 5 will be installed, MariaDB 8 is not available
CentOS Linux 7 will reach end of life (EOL) on June 30, 2024
rm -rf /var/lib/mysql
rpm -import https://repo.mysql.com/RPM-GPG-KEY-mysql-2022
yum install mysql-community-server
- Add the following properties to the end of the file /etc/my.cnf
character-set-server=utf8 max_allowed_packet=500M transaction-isolation=READ-COMMITTED lower_case_table_names=1 sql-mode = STRICT_TRANS_TABLES,ERROR_FOR_DIVISION_BY_ZERO,NO_ENGINE_SUBSTITUTION default-time-zone= +00:00
The default-time-zone parameter needs to be adapted to your server’s location if it is located outside of central Europe
systemctl enable mysqld.service
systemctl start mysqld.service
cat /var/log/mysqld.log | grep -i 'temporary password
'- Copy the password for next step into clipboard
mysql_secure_installation
- Complete installation with your Organizational Policy
Create Database, Database User and Grant privileges
- Start MySQL cli: mysql -uroot -p<root-pass>
- Execute the following commands:
create database stages; create user 'stages'@'localhost' identified by 'Pass.1234'; grant all privileges on *.* to 'stages'@'localhost'; flush privileges; exit;
- Import dump file into database “stages”
- Unzip the file or customer specific dumpfile(*.sql) that has been sent to you
- Execute to Import: mysql -uroot -p stages < /path/to/dumpfile/stages7_mysql_content.sql
Database installation with Oracle 11g, 12c or 19c
- Get Oracle database dump and installation instructions from Stages Support
Stages Installation on Linux
- Install RPM package “rpm -Uvh <stagesrpmpakage>.rpm (RPM pakage will be sent to you by Stages Support).
- Stages will be installed to ”/opt/stages“ by default. It can be installed to a different location if needed. The path must not contain whitespaces. A user with the name “stages” is needed to allow the command “stages start” to automatically start the Stages search engine. The user needs recursive read and execute permissions on the sub-direcory “elasticsearch” and additionally write permissions on “elasticsearch/data” and “elasticsearch/logs”.
Establish database connection with MySQL
- Download MySQL JDBC connector (Connector/J 8.0 Platform Independent) MySQL 8.0
- Copy JDBC connector to ”<Stages installation path>/stages/lib“ and rename the file mysql-connector-java-*-bin.jar to mysql.jar
- Edit ”<Stages installation path>/stages/conf/database.properties“ appropriately like in the following example:
torque.database.default.driver = com.mysql.cj.jdbc.Driver torque.database.default.adapter = DBMM torque.database.default.url = jdbc:mysql:localhost:3306/stages?zeroDateTimeBehavior=round&jdbcCompliantTruncation=false torque.database.default.username = stages torque.database.default.password = Pass.1234
Establish database connection with Oracle
- Download Oracle JDBC connector for your Oracle version
- Copy JDBC connector to ”<stages installation path>/stages/lib“ and rename it to “ojdbc.jar”
- Edit ”<Stages installation path>/stages/conf/database.properties“ appropriately like in the following example:
## settings for oracle torque.database.default.driver=oracle.jdbc.driver.OracleDriver torque.database.default.url=jdbc:oracle:thin:@<IP/hostname>:<port>/<pdb> torque.database.default.username=<oracle-username> torque.database.default.password=<oracle-password>
Hint: ensure that torque.database.default.adapter = DBMM is commented out or deleted
- Activate the configuration
- execute “stages stop” followed by “stages update”
- Start Stages
- execute “stages start”
(Optional) Secure MySQL connection with SSL
If you want to secure your MySQL connection with SSL you need to provide the server certificate to the MySQL driver. To do this follow these steps:
- Copy the server certificate pem file into the stages conf folder
- Create a Java trust store based on the MySQL server certificate:
$JAVA_HOME/bin/keytool -importcert -alias MySQLCACert -file ca.pem -keystore truststore.jks -storepass mypassword
* Change the database.properties and append the following to your JDBC url:
&clientCertificateKeyStoreUrl=file:/opt/stages/conf/truststore.jks&useSSL=true&clientCertificateKeyStorePassword=mypassword&enabledTLSProtocols=TLSv1.2
* The complete JDBC url should now look similar like this:
torque.database.default.url = jdbc:mysql://localhost:3306/stages?zeroDateTimeBehavior=round&jdbcCompliantTruncation=false&useSSL=true&clientCertificateKeyStoreUrl=file:/opt/stages/conf/truststore&clientCertificateKeyStorePassword=mypassword
Configure Virus Scanner
If you are using a virus scanner on your Stages server, please exclude all MySQL database files from analysis operations as this might corrupt your database. Also excluding Stages installation directory and Java installation directory might significantly improve Stages performance.
Adjust Java Heap Space
Depending on the desired performance and the purpose of your Stages Server, we strongly suggest to adjust the Java heap space according to the following values:
Total system RAM recommendations:
- Low-range system: 12288 MB or more
- Mid-range system: 16384 MB or more
- High-range system: 32768 MB or more
Java Heap Space recommendations (50% of total system RAM):
- Low-range system: 6144 MB
- Mid-range system: 8192 MB
- High-range system: 16384 MB
Please check System Requirements for Stages for detailed information on the range levels.
To adjust the Java heap space settings please proceed as follows:
Windows:
- Open file “<Stages installation path>\stages\config.bat”
- Modify the red colored setting:
set TOMCAT_OPTS=–JvmMx= <RAM in MB>
- Open a cmd with administrative permissions and navigate to folder “<Stages installation path>\stages\bin”
- Reinstall the Stages service: reinstallService.bat
- Restart Stages service: net stop stages and net start stages
Linux:
- Open file “<Stages installation path>/stages/bin/rc.conf”
- Modify the red colored value:
CONF_TOMCAT_OPTS=“-Xmx <RAM in MB> m -XX:+UseG1GC -XX-OmitStackTraceInFastThrow”
- Restart the Stages service: stages restart
Install customer specific metamodel (if available)
If a customer specific metamodel has been migrated from Stages V6 to V7 by a Method Park product consultant, this metamodel will be provided as *.mm file. To install the metamodel please proceed as follows:
Windows:
- Copy the *.mm file to directory: “<Stages installation path>\stages\conf\model”
- Open a CMD with administrative permissions
- Stop the Stages service: net stop stages
- Navigate to folder: “<Stages installation path>\stages\bin”
- Execute command: update.bat
- Restart the Stages service: net start stages
Linux:
- Copy the *.mm file to directory: “<Stages installation path>/stages/conf/model”
- Stop the Stages service: stages stop
- Execute command: stages update
- Restart the Stages service: stages start
Install Fonts
Since Stages 7.9.7.0: How to install the correct fonts
Until Stages 7.9.6.1: How to install the correct fonts
Install Stages license
Windows:
- Execute the Stages license installer with administrative permissions on the Stages server.
- The Stages service will be restarted automatically.
Linux:
- Extract the .tar.gz archive to folder “<Stages installation path>/stages/conf”.
- Restart the Stages service: stages restart
Configure SSL
To encrypt all connections between the users and Stages, we strongly recommend to configure SSL for the Stages server.
In addition to the following guidelines, a detailed guide on how to easily configure SSL with Stages can be found here : Stages_SSL_configuration_guide.pdf
- Ask for a DNS alias for the server, e.g. “stages.company.com”
- Ask for a SSL certificate for the server which refers to the above alias. Depending on your local procedures, this might require creating a certificate request (see https://www.digicert.com/kb/csr-ssl-installation/tomcat-keytool.htm for more info).
- Import the SSL certificate into a keystore (see link above for more info)
- Configure Tomcat to use this SSL certificate (see link above for more info). The relevant Tomcat config file is located in
<Stages installation path>/stages/conf/server.xml
and the SSL info needs to be configured for each<Connector>
section. After updating the config file, runbin/update.sh
orbin\update.bat
to install it at the correct location. - To enforce redirection from http to https add the following to
conf/web-customer.xml
, runbin/update.sh
orbin\update.bat
and restart Stages service
<security-constraint> <display-name>Enforce HTTPS</display-name> <web-resource-collection> <web-resource-name>stages-public</web-resource-name> </web-resource-collection> <user-data-constraint> <description>Force SSL for all connections.</description> <transport-guarantee>CONFIDENTIAL</transport-guarantee> </user-data-constraint> </security-constraint>
Add CAs to your TrustStore
For using reports in Stages you need to add your company's root certificate and all Intermediate certificates (if existing) to the server Java truststore. The Java truststore includes all trusted root certificates. If a report tries to connect via SSL to your Stages server it will be not executed correctly because Java does not trust the SSL certificate. It was not issued by a Java trusted certificate authority - included in the Java truststore.
- Import your company's root certificate and all intermediate certificates (if existing) into this file:
<Java Development Kit Installation Directory>\lib\security\cacerts
(Linux directories may differ)
- Please restart Stages service after applying changes to the Java Trust Store
Accessing Stages
After successful installation process - Stages is accessible via web browser by URL https://localhost:8443 or http://localhost:8080 (depending on the SSL port)
Change password of "root" user
Log in with the “root” user and the provided password. Click on the “Superuser” link in the bottom left corner of the navigation and change the password to a secure and unique one.
Prepare Stages for productive usage
Users
Delete all users except Superuser and Default, especially the demo users.
Workspaces
Delete the workspaces “Samples” and “Proof of Concept” or move them under “Archive”.
Groups
Delete all groups starting with “Samples …”.
Further setup
Please contact your Method Park Product Consultant to further adapt the Stages process content for productive usage.