1 Overview

Purpose

This manual describes how to install a new Connect application instance, and how to upgrade an existing Connect application instance.

Architecture and Terminology

The diagram below shows the architecture of a Connect implementation. A Connect Messaging Cluster handles outbound and inbound messaging. A Connect Web Cluster handles web survey submission.



The machines in a Connect Messaging Cluster are divided into three categories:

  • Secure (or “Inside”) nodes directly access the database and are not visible to the outside world.
  • Protected (or “Outside”) nodes do not directly access the database but are visible to the outside world.
  • Install node provides the Connect user interface and deploys the Connect software to the other nodes. It directly accesses the database and is not visible to the outside world.

The Connect Install node copies the Connect software to the other nodes in the cluster. The Install node uses FTP or SFTP to copy the software. Every node in the cluster must have an FTP or SFTP server configured so that the Install node can perform the copy.

The machines in a Connect Web Cluster are all Protected (Outside) nodes that interact directly with customers and that also interact directly with the Connect database.

Messaging Cluster Installation Process

Perform the following steps to install a new Connect Messaging Cluster:

  1. Pre-Installation Tasks (Section 3)
  2. Installation Tasks (Section 4)
    1. Create Connect database (Sections 4.1, 4.2)
    2. Deploy user interface (Section 4.5)
  3. Deploy and Configure Connect Clusters (Sections 5 and 6)

Messaging Cluster Upgrade Process

Perform the following steps to upgrade an existing Connect Messaging Cluster:

  1. Prepare existing Connect instance for upgrade (Section 2)
  2. Pre-Installation Tasks (Section 3)
  3. Installation Tasks (Section 4)
    1. Upgrade Connect database (Sections 4.1, 4.3)
    2. Deploy user interface (Section 4.5)
  4. Deploy and Configure Connect Clusters (Sections 5 and 6)

Web Cluster Installation Process

The installation process for a Connect Web Cluster is described in Section 6.



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