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Having installed and tested ServiceOptimizer (see the ServiceOptimizer Install Guide) you are now ready to set up your Instance for day to day running.

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The following must be considered:

Start/Stop Mechanisms

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(question) How should the instance be started and stopped?  

Presumably some form of automation would be ideal for a production system, but test and development systems may be required to be manually started/stopped to give more immediate control. A number of Admin ServiceOptimizer Further Detail Scripts and Utilities are provided with the installation to help to automate these processes. 

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The instance cannot start without a running database instance, so ensure any Start/Stop automation takes this into account.

Database Instance

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(question) Is the database business ready?

In general, for a brand new Instance, the ServicePower consultancy team will have provided an initialized database for use within your business. There may need to be additional Admin ServiceOptimizer System Configuration within the database before the instance is fully configured - this can be done in one of 2 ways:

  • Manual updates via SQL (see Admin ServiceOptimizer Further Detail Loading Bulk Data)
  • Updates through the ServiceManager application.

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All client Users of the Instance need to be set up in the Database. See User AccessNew Instance Set Up  for further detail on this.

There must be connectivity available to the database server for all components and appropriate Environment Variables set up.

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Database Connection
Database Connection

User Access

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(question) Are your users set up to have appropriate access to the Instance?

All access to ServiceOptimizer, via client applications, or via APIs, is subject to authentication and permission control. This is discussed in detail in Admin ServiceOptimizer Further Detail Access Control. It is important to remember that this control may need to be different for different types of Instance, such as Production-v-Development, so where database instances are being shared it may be necessary to ensure the database tables supporting this process are appropriately managed.

Environment Resources

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(question) Does you server have enough resources to run this Instance?

Admin ServiceOptimizer Further Detail Resources discusses the various environmental resources required by a running ServiceOptimizer Instance. It is important to reassess these requirements regularly and specifically when:

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Ensure there is a System test of a Production equivalent environment, from a resource perspective, prior to putting a new installation into production.

Configuring your System

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(question) What are the processes I would expect to see in my running system and how do I configure them?

ServiceOptimizer consists of a number of Admin ServiceOptimizer Further Detail Core Processes. As seen, in Start/Stop Mechanisms New Instance Set Up above, in the main the system is driven by just the single process spsysmon, however the database needs to be configured for how these other processes are to be run; this is covered in the Admin ServiceOptimizer System Configuration documentation.

Setting up for Business As Usual (BAU)

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(question) When should regular restarts occur? How should this be managed?

Once everything is set up and you are ready to start the system for BAU, you need to give some thought as to how the system is to be managed on an on going basis. It is the case that each component of the system must be restarted on a regular basis, and the fru components particularly must be restarted daily. Planned restart of Components covers the reasons why this is necessary, and how it can be achieved.