PxM Virtual Appliance Installation and Upgrade Guide

This document provides instructions on how to install, setup, configure and upgrade the PxM Virtual Appliance as a standalone or clustered environment.

Overview

From release version 7.0.0 of the PxM Platform you will be able to deploy the PxM Virtual Appliance to either function as a standalone PxM Virtual Appliance or deploy and configure a group of PxM Virtual Appliances to work together as a cluster.

The method for deploying and configuring a standalone PxM Virtual Appliance has not changed but will include the clustering components should you wish to use the clustering feature in the future. The installation instructions for a standalone deployment can be found here.

To cluster your PxM Platform you will need more than one PxM Virtual Appliance. We recommend that you have a minimum of three PxM Virtual Appliances in your cluster to allow for redundancy. The first PxM Virtual Appliance deployed, although at this stage it is just a standalone PxM Virtual Appliance, will be identified as the cluster leader node. This is because the first PxM Virtual Appliance created will be responsible for generating the cluster joining bundles which will allow all subsequent PxM Virtual Appliance to join the cluster you are creating. These subsequent PxM Virtual Appliances joining the cluster will be known as follower nodes.

Prerequisites

Before starting your deployment of a PxM Virtual Appliance take note of the following prerequisites.

Prerequisite Description
Hardware & Software Ensure the correct resources are available before deploying. The following outlines the hardware and software requirements.

Prerequisites
Licencing A valid license file will be required during the finalise setup step. If you don't have a license file contact Osirium.
Ports Ensure TCP ports 443 and 9002 are open as they are required for the client-side and PxM UI.

TCP 2380 (etcd, i.e. key-value store), 2390 (cluster setup API), 2391 (cluster delegation API), 5432 (postgres, i.e. database)

For a full list of ports used by the PxM Platform click here .

Software packages and downloads The software installation package is supplied in Open Virtual Appliance (OVA) and Virtual hard disk (VHD) formats, ready for deployment into your existing virtual infrastructure.

To download the latest PxM Virtual Appliance software, click here.

To cluster your PxM Virtual Appliance you must use release version 7.0.0 or above.

NOTE: SHA256 checksum is available to verify the integrity of the download.

Master Encryption Key
(Follower only)
Ensure you have the Master Encryption Key (MEK) of the current PxM Virtual Appliance leader node.
Cluster joining bundle
(Follower only)
Ensure you have the Cluster joining bundle of the current PxM Virtual Appliance leader node.

Additional Prerequisites for clustering

Prerequisite Description
Node identifiers Nodes are identified by their address which can either be a fully qualified domain name (FQDN) (i.e. clusterleader.companyABC.net) or an IP Address.

Cluster nodes communicate with each other using their assigned address, therefore the address must be unique to allow a node to resolve the address of other nodes.

Network time protocol (NTP) Recommended to ensure the clocks are synchronised across all nodes for certificate times.

Supporting documentation

Further information relating to the PxM Platform can be found here.