Installation

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This topic provides information, tips, and how to's on installing SoleraTec's Phoenix EXP.

Before installation, make sure your computer meets minimum system requirements.

There are a few differences to understand between the Server Bundle and the Client Bundle. The main difference between the Phoenix EXP Server Bundle and Client Bundle is that the Server Bundle includes Phoenix EXP Vaults and administrative tools. You should install the Server Bundle on computers you want Vaults to reside. Install the Client Bundle on computers you want only clients to run.

Here is a brief breakdown of each bundle:

Server Bundle

Does not have to run on a server.
Must be installed first on your network, otherwise the Client Bundle will not function.
Includes all of the components contained in the Client Bundle. Because of this, do not install the Server and Client Bundle on a single computer.
Install on computers that are to have Vaults.

For optimal performance, install the Server Bundle local to the Vaults they are to manage.

Client Bundle

Install just the Client Bundle on other computers on the network after you have installed the Server Bundle somewhere on your network.
Install on computers that do not contain Vaults.

Install

See the appropriate section for the platform to install your Phoenix EXP. Uninstall instructions are included as well.

Windows
Mac
Linux

After installation is complete, the next step is to add Vaults. See Add or Remove Vault Wizard. For more information about what's next, see Getting Started.

Important Installation tips

To install, you need to have administrative permissions.
Phoenix EXP must be installed on a NTFS partition, not a FAT32 partition. This is especially true for Mac Boot Camp Windows installations as the default partition is FAT32.
Phoenix EXP Vaults require running on a computer configured to use static IP address assignment. Using DHCP to obtain a dynamic IP address may result in unpredictable system behavior.

Network Connectivity Requirement

Phoenix EXP is designed to run on a network. Running it on a computer that is not networked causes unexpected performance. If you need to run it on a standalone Windows computer, you must use the Microsoft Loopback adapter bundled in Windows to create a virtual network environment. Go to http://support.microsoft.com/kb/839013 for details.

Firewall Rights Requirement

Most firewalls are pre-configured to block most programs from communicating to maintain a high level of security. Your local firewall software on the computer where Phoenix EXP is installed may interfere with Phoenix EXP operations.

If you are running a local firewall, make sure all Phoenix EXP components have pass through rights to at least the locally connected network or networks. Refer to your operating system documentation regarding how to unblock Phoenix EXP from communicating.

Date and Time Properties on Computers with Vaults

All computers in the Information Repository that contain Vaults must be synchronized to the same time source for the Information Repository to function correctly.

Multicast

Phoenix EXP uses multicast and beacon technology to communicate between clients, Vaults, and available Phoenix EXP services. The default Phoenix EXP multicast address is 224.0.23.160.

Server Bundle and Client Bundle Contents

When you install the DVD or launch the installation executable, you are given the option of installing a Server Bundle or a Client Bundle. If you select to install the Client Bundle, only a subset of the applications in the Server Bundle are installed.

Applications listed below that end with "Cl" and "Svc" are run from a command line.

The Server Bundle and Client Bundle include the following:

Module

Contents

Server

Client

Help

Browser based (HTML) help

Yes

Yes

Documentation

PDF based documentation

Yes

Yes

Administration

Applications for administration and Information Repository monitoring, including:

Vault Admin
Network Activity
Locator Admin Command Line Interface (LocAdminCl)
Vault Admin Command Line Interface(VaultAdminCl)

Yes

Yes

Search and Retrieve

Applications for searching for and retrieving data from the Information Repository, including:

Search and Retrieve
Search and Retrieve Command Line Interface (SrchRtrvCl)

Yes

Yes

Target and Process

Applications for ingesting data, including:

Target and Process
Target and Process Policies
Target and Process Command Line Interface (TgtProcCl)
Target and Process Service (TgtProcSvc)

Yes

Yes

Data Services

Applications for migrating, replicating, and purging data in the Information Repository, including:

Data Service Policies
Data Services Command Line Interface (DataSvcsCl)
Data Services Service (DataSvcsSvc).

Yes

Yes

Vault

The Vault services applications:

Vault Service (VaultSvc)
Add or Remove Vault Wizard

Yes

No