Introduction
This section This topic is for system administrators. It describes how to install a new instance of PhixFlow.
Pre-conditions
Before installation starts it is assumed that all system pre-requisites have been completed as documented in PhixFlow System Planning, specifically that
- you have installed a database server,
- you have configured a database instance / schema and user / login credentials
- you have installed a (Linux or Windows) server to act as the web-application (webapp) host
and, optionally, that
- you have installed a Linux or Windows server to act as the reverse proxy / HTTPS proxy
Installation
For a complete installation, follow these instructions as given.
Prerequisites
Your IT system must meet the PhixFlow Minimum system requirements.
If you are setting up an installation of PhixFlow for evalution, or a platform for development or testing that requires minimal planning, you can go straight into the installation process below.
If you are installing a large and/ or long-running installation of PhixFlow, please complete the planning steps described in Planning your PhixFlow System and Infrastructure Planning and Delivery.
Summary Installation Instructions
The pages in this topic guide you through a complete PhixFlow installation. A summary of the steps is:
| Required or recommended | Page with details | Summary |
|---|---|---|
| Required | Install Java | Download and install Java. |
| Required | Download and install the Apache Tomcat web-application (webapp) server. | |
| Recommended | Install reverse proxy and configure HTTPS:
| Set up a reverse proxy to help manage the load on the PhixFlow server, offer secure connections over HTTPS, and help with certificate management for multiple instances of PhixFlow. |
...
| Optional | Install LibreOffice | This is only needed if you want to generate PDF versions of files to export or send via email (Configuring PDF Conversion) |
| Required | Unpack PhixFlow Release Package | If you do not already have |
...
the PhixFlow package to install, you can download |
...
it from our support FTP site. Please |
...
email support@phixflow.com. |
...
Log on to the webapp host and unpack |
...
the release package. |
| Required |
...
...
Use the installer to populate the database.
...
| Schema | Create a database user and tables. Populate the tables with initial configuration data and set the customer name. See also the details in Database URLs. | |
| Optional | MS SQL Server Integrated Authentication | Enable server support for integrated user authentication. |
| Required | Install the PhixFlow Webapp | Copy the PhixFlow webapp from the unpacked release package into Tomcat and configure it. |
Start PhixFlow
You should now be able to start Tomcat and start the PhixFlow client and login as the startup user (password: 'Startup')
This confirms that you have successfully completed the basic installation.
System Configuration
Configure the directories under System Directories. See System Configuration for details.
The Temporary File Location is especially important as it is used when Exporting / Importing files.
Create Users
You should immediately create new users, including at least one administrator, then disable or delete the startup user.
Import Component Templates (if required)
Import the component templates file if this is your first PhixFlow instance.
See Import Template Components and Styles for more information on when and how to install the templates.
Configure HTTPS using Reverse Proxy
PhixFlow should always be configured to allow HTTPS connections to the webapp and to disable HTTP access.
We recommend that this is implemented using a reverse proxy to terminate the HTTPS session and to forward web requests using HTTP to the Tomcat server. This solution requires that the proxy and tomcat servers run on a private network, and that the tomcat server is not directly accessible by normal users.
To install a reverse proxy on Linux, see Install the 'pound' reverse proxy.
To configure IIS as a reverse proxy on Windows, see here.
Configure for Resilience (optional)
PhixFlow can be configured to have a hot stand-by webapp shadowing the active webapp, such that the standby webapp will automatically take over in the event that the active server fails.
See Configuring for Resilience for details.
Configure for Active Directory Users (optional)
PhixFlow can be configured to allow users to be validated against one or more Active Directory servers in addition to users that are defined locally withing the PhixFlow database.
See the PhixFlow Active Directory Guide for details.
Other Resources
The following pages may contain additional useful resources.
| Required | Configure a Keystore and Aliases | Create a keystore for the database credentials and their aliases. Configure the following files to use the keystore:
|
| Required | Start PhixFlow and Configure | Check that the application is running by starting the client and logging in with the username startup and password: Startup. |
After Installation
Once PhixFlow is installed, see Administration for details of the configuration steps required immediately after installation, as well as the ongoing configuration and maintenance tasks.