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
  • Insite Watch List 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 Console R7M03 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 multiple systems. The multiple 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.

    Note: A user, 'helpsys' will be created to be used during the installation.
  5. At the prompt, 'Would you like to perform a single install?'  enter y and press enter.

  6. At the prompt, 'Would you like to install all Insite modules?' enter y to install all of the Insite modules. Enter n to choose the modules you would like from a list.
    a. If choosing modules from the list, separate the numbers with spaces. Press enter to continue
    b. Enter y to confirm your selected modules or n to change your selection.

    Example:
    Would you like to install all Insite modules? [y] n Please select which Insite Web Server modules to install: 1 - Authority Broker 2 - Automate 3 - Automate Schedule 4 - Crypto Complete 5 - GoAnywhere MFT 6 - Insite Analytics 7 - Insite Watch List 8 - Intermapper 9 - Password Self Help 10 - Powertech Antivirus 11 - Powertech Event Manager 12 - Powertech Multi-Factor Authentication 13 - Powertech Network Security 14 - Robot Console 15 - Robot Network 16 - Robot Schedule 17 - Vityl IT & Business Monitoring Please enter the number for all options you want installed (1 2 4 5) (Then hit enter):1 2 3 4 You selected the following: Authority Broker Automate Automate Schedule Crypto Complete Is this correct? [y]
  7. At the prompt, "Select the fully qualified domain name you would like to use for this server:' enter 1 to accept the domain name provided or 2 to enter a custom domain name.

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

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

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

Multiple Systems:

Use the following procedure to install Insite Integration on the first system and all other Insite components, including Insite product modules, on the second system.

Note: Before performing a multiple 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.

On the first 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.
  5. At the prompt, 'Would you like to perform a single system install?' enter n and press enter.
  6. At the prompt 'Please select which components to install' enter 1 for Integration. Then enter y to confirm or n to change your selection.
    Would you like to perform a single system install? [y] n
    ************************************************************************
    Please select which components to install:
    1 - Insite Integration
    2 - Insite Web Server
    3 - Insite WatchList Coordinator
    4 - Insite WatchList Collector
    5 - Insite Powertech Antivirus Insite Service
    Please enter the number for all options you want installed (1 2 4 5) (Then hit enter):1
    You selected the following:
         Insite Integration
    Is this correct? [y]
    
    Note: You could additionally select other components by entering their component numbers separated by spaces. Then enter y to confirm or n to change your selection.
    If you have selected option 2 - Web Server, in step 6, you will receive the prompt 'Would you like to install all modules?' enter y to install all of the modules. Enter n to choose the modules you would like from a list.
  7. At the prompt, 'Select the fully qualified domain name you would like to use for this server:' enter 1 to accept the domain name provided or 2 to enter a custom domain name.
  8. The default port numbers for Insite Integration components are listed. To change these settings, enter C and press Enter. Or, enter y or press enter to begin the Insite Integration installation
  9. 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 installing on the other server in your multiple system setup. 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.

On the second 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.
    5. At the prompt, 'Would you like to perform a single system install?' enter n and press enter.
    6. At the prompt 'Please select which components to install' choose 2 (and optionally 3, 4, and 5).
      Note:  Insite Integration (1) only needs to be installed on a single server.
      Enter y to confirm or n to change your selection.
      Would you like to perform a single system install? [y] n
      ************************************************************************
      Please select which components to install:
      1 - Insite Integration
      2 - Insite Web Server
      3 - Insite WatchList Coordinator
      4 - Insite WatchList Collector
      5 - Insite Powertech Antivirus Insite Service
      Please enter the number for all options you want installed (1 2 4 5) (Then hit enter):2,3,4,5
      You selected the following:
      Insite Web Server
      Insite WatchList Coordinator
      Insite WatchList Collector
      Insite Powertech Antivirus Insite Service
      Is this correct? [y]
      
    7. You will then be prompted, one at a time, to enter the domain name, port, and API key that you took note of earlier.
    8. At the prompt, 'Would you like to install all Insite modules?' enter y to install all of the Insite modules. Enter n to choose the modules you would like from a list.
      1. If choosing modules from the list, separate the numbers with spaces. Press enter to continue.
      2. Enter y to confirm your selected modules or n to change your selection.
      Example:
      Would you like to install all Insite modules? [y] n Please select which Insite Web Server modules to install: 1 - Authority Broker 2 - Automate 3 - Automate Schedule 4 - Crypto Complete 5 - GoAnywhere MFT 6 - Insite Analytics 7 - Insite Watch List 8 - Intermapper 9 - Password Self Help 10 - Powertech Antivirus 11 - Powertech Event Manager 12 - Powertech Multi-Factor Authentication 13 - Powertech Network Security 14 - Robot Console 15 - Robot Network 16 - Robot Schedule 17 - Vityl IT & Business Monitoring Please enter the number for all options you want installed (1 2 4 5) (Then hit enter):1 2 3 4 You selected the following: Authority Broker Automate Automate Schedule Crypto Complete Is this correct? [y]
    9. At the prompt, 'Select the fully qualified domain name you would like to use for this server:' enter 1 to accept the domain name provided or 2 to enter a custom domain name.
    10. The default port numbers for selected components are listed. To change these settings, enter C and press Enter. Or, enter y or press enter to begin the installation
    11. When the Insite Installer is complete, it displays the url to access Insite.

    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.

    Note: If you have upgraded from an earlier Insite version, reload your browser to ensure all services are visible in the Products list.
    If you have upgraded from an earlier version, refresh your browser 

    If you are the first person to log in, you are asked to change the 'admin' password. Then, you will 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


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

    Last Modified On: July 11, 2019