Installing HelpSystems Insite on Linux or Power Linux Servers

Before You Install

Installing HelpSystems Insite allows you to access your HelpSystems products through a web browser interface. Currently, Insite allows you to access the following products:

  • Powertech Multi-Factor Authentication 1.0 or higher
  • Authority Broker 4.18 or higher
  • Automate BPA Server 10.5 or higher
  • Automate Schedule 4.3 or higher
  • Powertech Encryption for IBM i 3.5.8 or higher
  • GoAnywhere MFT 5.7.0 or higher
  • Insite Analytics 1.0 or higher
  • Intermapper 6.3 or higher
  • Powertech Password Self Help 3.001 or higher
  • Powertech Antivirus 5.0 or higher
  • Powertech Event Manager 6.1 or higher
  • Powertech Exit Point Manager for IBM i R7M04 or higher
  • Robot Network R11M00 or higher
  • Robot Schedule R10M30 or higher
  • Vityl IT & Business Monitoring 1.0 or higher

Make sure your system meets the minimum requirements before installing Insite on your Linux or Power Linux servers.

Notes:

  • You can download the installer from the My Downloads page on the customer portal. The installer is available whether you 're requesting a free trial of our software, updating your software, or converting your software.

  • The installer uses the default values for all ports (assuming none are already in use, in which case it decrements the port's value until an open port is found). You can manually override these port assignments.

  • Before installing, be sure you're using the GNU Tar. That's the version supported by Insite.

  • When adding a new feature to an existing Insite Installation, the Insite service will need to be stopped. If the user chooses to abort the installation prior to the installation completing, they will need to start Insite manually.

  • The ports that Insite uses must be open on all servers that Insite components will be installed. See Ports and URLs Used by HelpSystems Insite for a listing of these ports.

  • When performing a dual system installation, the installer needs to be run on each system.

Installing HelpSystems Insite

Complete the following steps to download and install HelpSystems Insite on your Linux server. Root or sudo access is required in order to install.

You have two options when installing Insite. You can chose to install Insite on a single system or dual systems. The Dual Systems option is for users that will be installing components of Insite on multiple systems in a distributed environment. For example, you may want to install the Insite Integration Service and the Insite User Interface on separate servers. Because of the expanded footprint of Insite with the addition of Insite Integration Services, installing on separate servers will improve performance and allow for scalability in an enterprise level environment.

Single System:

  1. Download the insite_install.tgz file to a temporary directory on your system (/tmp).

  2. Use the following command to extract the contents of the file:

    tar -xzf insite_install.tgz

    Extracted files will be put in a new directory named insite_install (/tmp/insite_install).

  3. Use the following command to start the installer:

    insite_install/serverInstall

  4. The installer displays the actions it is going to perform, and asks for your permission to proceed.

    A user, 'helpsys' will be created to be used during the installation.
  5. At the prompt, 'Select install type:', enter 1 and press enter.

  6. Choose which Domain Name to use. Choose the displayed Domain Name to use it or choose to enter a custom Domain Name.

  7. The default port numbers for Insite Integration components are listed. To change these settings, enter C and press Enter. Or, press Enter to begin the Insite Integration installation.

  8. When the Insite Integration installer has completed, the Integration Server url, Integration Server port, and the Integration Server API Key will display. Make note of this data. You will need this data if you want to install Insite components on a different system in the future.

  9. The default port numbers for Insite Core components are listed. To change these settings, enter C and press Enter. Or, press Enter to begin the Insite Core installation.

  10. Enter Y for a full install (To install all of the Insite Modules). Enter N to pick which modules to install. Press Enter.
  11. When the Insite Core installer has completed, it displays the URL to access Insite and a list of used ports. Ensure that those ports are open.

Dual Systems:

  1. Download the insite_install.tgz file to a temporary directory on your system (/tmp).

  2. Use the following command to extract the contents of the file:

    tar -xzf insite_install.tgz

    Extracted files will be put in a new directory named insite_install (/tmp/insite_install).

  3. Use the following command to start the installer:

    insite_install/serverInstall

  4. The installer displays the actions it is going to perform, and asks for your permission to proceed.

  5. At the prompt, 'Select install type:', enter 2 and press enter.

    Note: Before performing a dual system install, ensure the following: Each system is on the same domain and able to resolve the hostname by DNS, and ports from the first system are opened prior to running the install on the second system.
  6. At the prompt, 'Have you already installed Insite Integration on a different server?', enter Y if you have installed on a different server and have the Domain Name, Port, and API Key and press Enter. If you have not previously installed Insite Integration, enter N and press Enter.

 

I entered Y. I have already installed Insite Integration Services on a different server and want to install Insite on this server.

  1. Enter the URL, Port, and API Key at the prompts and press Enter.

    Note: If you are entering data for an existing Insite Integration Service installation, be sure to verify its correctness on the server with IIS installed before continuing.
  2. Choose which Domain Name to use. Choose the displayed Domain Name to use it or choose to enter a custom Domain Name.

  3. The default port numbers for Insite Core are listed. To change these settings, enter C and press Enter. Or, press Enter to begin the installation.

  4. At the prompt, 'Enter Y for full install', enter a Y if you want to install all of the Insite products, or enter a N and press Enter if you want to choose which Insite products to install.

  5. If you chose to pick which Insite products to install, make those selections on the succeeding prompts.

  6. Follow the onscreen instructions to complete the installation. When the Insite Core installer has completed, it displays the URL to access Insite.

 

I entered N. I have not already installed Insite Integration Services and wish to install it on this server.

  1. Choose which Domain Name to use. Choose the displayed Domain Name to use it or choose to enter a custom Domain Name.

  2. The default port numbers for Insite Integration are listed. To change these settings, enter C and press Enter. Or, press Enter to begin the installation.

  3. When the Insite Integration installer has completed, the Integration Server url, Integration Server port, and the Integration Server API Key will display. Make note of this data. You will need this data when you install Insite components on a different system.

Note: If you will be installing other components on other servers, be sure to save the resulting URL, API Key, and port information from the screen. You will need this data to install other components on other servers. If you lose or forget this information, you can always find it on the installer_summary.txt file located in the /opt/insite/ directory on your system with IIS installed.

After You Are Done

After installation is complete, point a web browser to the following URL:

http://xxx.xxx.xxx.xxx:nnnn/

where xxx.xxx.xxx.xxx is the IP address of your server and nnnn is the connector port number you entered during installation.

If you're the first person to log in, you're asked to change the 'admin' password. Then, you'll see the Server Settings page which has a Getting Started section on it. That will help you start setting up the software.

 

See Also:

Ports and URLs Used by HelpSystems Insite


Still have questions? We can help. Submit a case to Technical Support.

Last Modified On: March 27, 2019