IBM OpenPages GRC Platform Version...

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IBM OpenPages GRC Platform Version 6.2.1 Modules Installation Guide

Transcript of IBM OpenPages GRC Platform Version...

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IBM OpenPages GRC PlatformVersion 6.2.1

Modules Installation Guide

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 11.

Product Information

This document applies to IBM OpenPages GRC Platform Version 6.2.1 and may also apply to subsequent releases.

Licensed Materials - Property of IBM Corporation.

© Copyright IBM Corporation, 2003, 2013.

US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

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Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

IBM OpenPages GRC Modules installations . . . . . . . . . . . . . . . . . . . . 1Preparing the system for installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Installing on application servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Installing on reporting servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Testing the IBM OpenPages GRC Modules installation . . . . . . . . . . . . . . . . . . . . . 4Updating the reporting schema and reporting framework . . . . . . . . . . . . . . . . . . . . 4Configuring the temporary folder for reports and notifications. . . . . . . . . . . . . . . . . . . 5

Appendix. Troubleshooting problems . . . . . . . . . . . . . . . . . . . . . . . 7Troubleshooting resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Support Portal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Service requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8OpenPages Customer Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Fix Central . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Knowledge bases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Troubleshooting the installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9ObjectManager loader failed message during the installation . . . . . . . . . . . . . . . . . . 9Importing the modules deployment package. . . . . . . . . . . . . . . . . . . . . . . . 9

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

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Document Release and Update Information

This topic lists information about this document and where updates to thisdocument can be found.

Document Release Information

Software Version: 6.2.1

Document Published: April, 2013

Document Updates

Supplemental documentation is available on the web. Go to the IBM® OpenPages®

Platform documentation library IBM OpenPages GRC Platform documentationlibrary on the IBM support website (http://www.ibm.com/support/docview.wss?uid=swg27028308).

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Introduction

This document is intended for use with IBM OpenPages GRC Modules. It includesinformation about preparing for and completing modules installations, configuringafter installation, and troubleshooting tips and techniques.

Audience

This document is intended for use by OpenPages administrators. Theadministrators must have a background in operating systems administration,application server management, relational database management, systems securitymanagement, and other aspects of systems management.

Related documentation

Supplemental documentation is available on the web. Go to the IBM OpenPagesPlatform documentation library IBM OpenPages GRC Platform documentationlibrary on the IBM support website (http://www.ibm.com/support/docview.wss?uid=swg27028308).

To find IBM OpenPages product documentation on the web, access the IBMOpenPages Information Center (http://pic.dhe.ibm.com/infocenter/op/v6r2m1f0/index.jsp).

For information about OpenPages phrases and terminology, see the IBM OpenPagesGRC Platform Administrator's Guide.

For a more detailed explanation of the features and enhancements contained in thisrelease of IBM OpenPages GRC Platform, see the IBM OpenPages GRC PlatformRelease Notes.

For a more detailed explanation of the features and enhancements contained in thisrelease of IBM OpenPages GRC Modules, see the IBM OpenPages GRC ModulesRelease Notes.

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IBM OpenPages GRC Modules installations

The IBM OpenPages GRC Modules installer can only be used with newinstallations of IBM OpenPages GRC Platform. The installer updates theapplication servers and the reporting servers with the metadata, reports, reportpackages, and profiles.

Preparing the system for installationBefore you install the IBM OpenPages GRC Modules, some preinstallation tasks arerequired.

Procedure1. Drop the reporting schema if you created it.

a. In a web browser, open the OpenPages application:http://openpages_server:port/openpages

b. Click Enabled for the System Admin Mode.c. From the menu bar, click Administration and select Reporting Schema.d. Click Drop

e. Click Disabled for the System Admin Mode.2. Ensure that the OpenPages GRC Platform and IBM Cognos® Business

Intelligence services are running.3. Ensure that you have the following information available:

v OpenPages Installation Folderv Cognos Installation Folderv CommandCenter Dispatcher URIv OpenPages Application Userv OpenPages Application Passwordv OpenPages Application Server Port Number

4. Ensure that JAVA_HOME is set.v For Windows installations, type the following command:

echo %JAVA_HOME%

v For AIX® and Linux installations, type the following command:echo $JAVA_HOME

5. To verify the Java™ version, ensure that Java is in the PATH variable and typethe following command:java –version

If Java is in the PATH variable, a message similar to the following is displayed:java version "1.6.0_23"Java SE Runtime Environment (build 1.6.0_23-b05)Java HotSpot 64-Bit Server VM (build 19.0-b09, mixed mode)

6. Back up your existing installation, including the OpenPages database.For information about backing up your application and database, see the“OpenPages Backup and Restore Utilities” section of the IBM OpenPages GRCPlatform Administrator’s Guide. There is a separate section for each of DB2® andOracle databases.

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Installing on application serversYou must install IBM OpenPages GRC Modules on all application servers.

Before you begin

You must know the following information prior to installing on the applicationserver:v The OpenPages Application Server Port Number, which is the port that is used

by the OpenPages application server. The default port on Windows is 7009. Thedefault port for AIX and Linux is 10108.

v The OpenPages Application User, which is the user name for the OpenPagesapplication Super Administrator.

v The OpenPages Application Password, which is the password for the SuperAdministrator.

Procedure1. On the application server that you want to configure, log on as a user who

has administrative rights.To run the installer on AIX and Linux computers, you must use an applicationsuch as X Window System that provides remote GUI logins.

2. Access the IBM OpenPages GRC Modules installation media and copy theInstaller directory to the application server.

3. Access the IBM OpenPages GRC Modules installation media and copy theInstaller directory to the reporting server.

4. Go to the installer directory run the installation program.v For Windows installations, go to OP_version_Modules\Installer\Disk1\

InstData\WIN64\NoVM\ directory, right click OpenPagesModulesSetup.exe andclick Run as administrator.

v For AIX installations, go to the OP_version_Modules/Installer/Disk1/InstData/AIX64/NoVM directory, and type ./OpenPagesModulesSetup.bin

v For Linux installations, go to the OP_version_Modules/Installer/Disk1/InstData/Linux/NoVM directory, and type ./OpenPagesModulesSetup.bin

5. On the Welcome page, click Next.6. On the Software License Agreement page, select I accept the terms in the

license agreement and click Next to continue.7. On the Install Type page, select Application and select whether to install the

schema.To install the OpenPages Modules schema, select Default Schema on one ofthe admin servers. Select No Schema for the other non-admin servers.If the reporting server is installed on the same computer as the application,you can also select Application and Reporting. For information aboutinstalling the modules on reporting servers, see “Installing on reportingservers” on page 3.

8. On the OpenPages Application Information page, for the OpenPagesInstallation Folder setting, enter the installation location for the IBMOpenPages GRC Platform application.

9. On the OpenPages Application User Information page, enter the portnumber for the OpenPages application server and the user name andpassword for the OpenPages application Super Administrator.

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10. On the Confirm Installation Data page, review your installation choices andclick Install.

Results

The installation might take several hours to complete.

To confirm that the installation is successful, review the following log files in theOPModules_Home\logs directory:v OpenPages_Solutions_InstallerStatus.log

v OpenPages_Modules_Installer_Debug.log

Installing on reporting serversYou must install IBM OpenPages GRC Modules on all reporting servers.

Procedure1. On the reporting server that you want to configure, log on as a user who has

administrative rights.To run the installer on AIX and Linux computers, you must use an applicationsuch as X Window System that provides remote GUI logins.

2. Access the IBM OpenPages GRC Modules installation media and copy theInstaller directory to the reporting server.

3. Go to the installer directory and run the installation program.v For Windows installations, go to OP_version_Modules\Installer\Disk1\

InstData\WIN64\NoVM\ directory, right click OpenPagesModulesSetup.exe andclick Run as administrator.

v For AIX installations, go to the OP_version_Modules/Installer/Disk1/InstData/AIX64/NoVM directory, and type ./OpenPagesModulesSetup.bin

v For Linux installations, go to the OP_version_Modules/Installer/Disk1/InstData/Linux/NoVM directory, and type ./OpenPagesModulesSetup.bin

4. On the Welcome page, click Next.5. On the Software License Agreement page, select I accept the terms in the

license agreement and click Next to continue.6. On the Install Type page, select Reporting and select whether to install the

schema.To install the OpenPages Modules schema, select Default Schema on one of theadmin servers. Select No Schema for the other non-admin servers.

7. On the OpenPages Reporting Information page, enter the requiredinformation.

Table 1. Reporting information page property names and descriptions

Property name Description

Cognos Installation Directory Installation location of Cognos BusinessIntelligence: path\ibm\cognos\c10_64

OpenPages CommandCenter InstallationDirectory

The installation location of theCommandCenter.

CommandCenter Dispatcher URL In Cognos Configuration, the Externaldispatcher URL setting.

http://server_name:port/p2pd/servlet/dispatch

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8. On the OpenPages Application User Information page, enter the followinginformation:

Table 2. OpenPages application user property names and descriptions

Property name Description

OpenPages Application Server PortNumber

The port that is used by the OpenPagesadmin server.

OpenPages Application User The name for the OpenPages applicationSuper Administrator.

OpenPages Application Password The password for the Super Administrator.

9. On the Confirm Installation Data page, review your installation choices andclick Install.

Results

The installation might take several hours to complete.

To confirm that the installation is successful, review the following log files in theOPModules_HOME\logs directory:v OpenPages_Solutions_InstallerStatus.log

v OpenPages_Modules_Installer_Debug.log

Testing the IBM OpenPages GRC Modules installationAfter you install IBM OpenPages GRC Modules, verify that the installation issuccessful.

Procedure1. Restart all the services.2. Review the following log files in the OPModules_HOME\logs directory:

v OpenPages_Solutions_InstallerStatus.log

v OpenPages_Modules_Installer_Debug.log

3. Log on to the OpenPages application.On the home page, more menus are displayed. Each menu contains a list ofobject types.

Updating the reporting schema and reporting frameworkTo install the OpenPages Modules default schema you must create the reportingschema and update the reporting framework.

Procedure1. In a web browser, open the OpenPages application:

http://openpages_server:port/openpages

2. Log on to the OpenPages application as a user with administrative privileges.3. For System Admin Mode, switch from Disabled to Enabled.4. From the menu bar, click Administration and select Reporting Schema.5. Click Create.

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6. After the create operation finishes, click System Admin Mode to switch fromEnabled to Disabled.

7. From the menu bar, click Administration > Reporting Framework >Generation.

8. On the Reporting Framework Operations page, click Update.9. In the Reporting Framework Generation window, under Framework

Generation, select the Framework Model and Labels and other options youwant for the relational data model.

10. Click Submit.11. To view the progress of the update, click Refresh.

The Percent Complete column on the Reporting Framework Operations tableupdates the percentage of completion.

Configuring the temporary folder for reports and notificationsIBM OpenPages reports and notifications use a temporary folder that is configuredby the cognos.report.output.dir property in the aurora.properties file. Ensurethat the folder is created in the location specified by the property.

Procedure1. On the application server, go to the \OpenPages\aurora\conf directory.2. Open the aurora.properties file in a text editor.3. If required, update the cognos.report.output.dir setting.4. Save your changes and close the file.5. If you changed the cognos.report.output property, restart the OpenPages

services.

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Appendix. Troubleshooting problems

Troubleshooting is a systematic approach to solving a problem. The goal oftroubleshooting is to determine why something does not work as expected andhow to resolve the problem.

Review the following table to help you or customer support resolve a problem.

Table 3. Troubleshooting actions to prevent problems

Action Description

Apply all known fix packs, service levels,or program temporary fixes (PTF).

A product fix might be available to fix theproblem.

Ensure that the configuration issupported.

Review the software and hardwarerequirements.

Look up error message codes by selectingthe product from the IBM Support Portal(http://www.ibm.com/support/entry/portal) and then typing the error messagecode into the Search support box.

Error messages give important information tohelp you identify the component that iscausing the problem.

Reproduce the problem to ensure that itis not just a simple error.

If samples are available with the product, youmight try to reproduce the problem by usingthe sample data.

Check the installation directory structureand file permissions.

The installation location must contain theappropriate file structure and the filepermissions.

For example, if the product requires writeaccess to log files, ensure that the directory hasthe correct permission.

Review relevant documentation, such asrelease notes, technotes, and provenpractices documentation.

Search the IBM knowledge bases to determinewhether your problem is known, has aworkaround, or if it is already resolved anddocumented.

Review recent changes in your computingenvironment.

Sometimes installing new software might causecompatibility issues.

If you still need to resolve problems, you must collect diagnostic data. This data isnecessary for an IBM technical-support representative to effectively troubleshootand assist you in resolving the problem. You can also collect diagnostic data andanalyze it yourself.

Troubleshooting resourcesTroubleshooting resources are sources of information that can help you resolve aproblem that you have with a product. Many of the resource links provided canalso be viewed in a short video demonstration.

To view the video version, search for "troubleshooting" through either Googlesearch engine or YouTube video community.

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Support PortalThe IBM Support Portal is a unified, centralized view of all technical support toolsand information for all IBM systems, software, and services.

Use IBM Support Portal to access all the IBM support resources from one place.You can adjust the pages to focus on the information and resources that you needfor problem prevention and faster problem resolution. Familiarize yourself with theIBM Support Portal by viewing the demo videos (https://www.ibm.com/blogs/SPNA/entry/the_ibm_support_portal_videos).

Find the OpenPages GRC Platform content that you need by selecting yourproducts from the IBM Support Portal (http://www.ibm.com/support/entry/portal).

Service requestsService requests are also known as Problem Management Records (PMRs). Severalmethods exist to submit diagnostic information to IBM Software Technical Support.

To open a service request, or to exchange information with technical support, viewthe IBM Software Support Exchanging information with Technical Support page(http://www.ibm.com/software/support/exchangeinfo.html). Service requests canalso be submitted directly by using the Service requests (PMRs) tool(http://www.ibm.com/support/entry/portal/Open_service_request) or one of theother supported methods that are detailed on the exchanging information page.

OpenPages Customer CenterThe IBM OpenPages Customer Center provides specific information, updates, andtroubleshooting resources for IBM OpenPages GRC Platform.

To view OpenPages troubleshooting information, access the OpenPages CustomerCenter (http://www.ibm.com/software/analytics/openpages/customercenter).

Fix CentralFix Central provides fixes and updates for your system software, hardware, andoperating system.

Use the pull-down menu to go to your product fixes on Fix Central(http://www.ibm.com/support/fixcentral). You might also want to view Gettingstarted with Fix Central (http://www.ibm.com/systems/support/fixes/en/fixcentral/help/getstarted.html).

Knowledge basesYou can often find solutions to problems by searching IBM knowledge bases. Youcan optimize your results by using available resources, support tools, and searchmethods

You can find useful information by searching the information center for IBMCognos, but sometimes you must look beyond the information center to resolveproblems.

IBM Support Portal

The portal provides tools and information for all IBM systems, software,and services. The IBM Support Portal provides you with access to the IBM

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electronic support portfolio from one place. You can customize the pages tofocus on the information and resources that you need for problemprevention and faster problem resolution.

Find the OpenPages GRC Platform content that you need by selecting yourproducts from the IBM Support Portal (http://www.ibm.com/support/entry/portal).

From the IBM Support Portal, you can search technotes and APARs(problem reports).

IBM masthead search

Use the IBM masthead search by typing your search string into the Searchfield at the top of any ibm.com page.

External search engines

Search for content by using any external search engine, such as Google,Yahoo, or Bing. If you use an external search engine, your results are morelikely to include information that is outside the ibm.com® domain.However, sometimes you can find useful problem-solving informationabout IBM products in newsgroups, forums, and blogs that are not onibm.com.

Tip: Include “IBM” and the name of the product in your search if you arelooking for information about an IBM product.

Troubleshooting the installationSolve common problems that might occur when you install or remove the product.

ObjectManager loader failed message during the installationIf you created the reporting schema, you must drop it before you install the IBMOpenPages GRC Modules.

If you do not drop the schema, an error similar to the following message isdisplayed during the IBM OpenPages GRC Modules installation:ObjectManager loader failed. Please review the logs for moreinformation and load the schema files manually.

Procedure1. In a web browser, open the OpenPages application:

http://openpages_server:port/openpages

2. Click Enabled for the System Admin Mode.3. From the menu bar, click Administration and select Reporting Schema.4. Click Drop.5. Click Disabled for the System Admin Mode.

Importing the modules deployment packageAfter you install IBM OpenPages GRC Modules, if you do not see the reports andpackages in IBM Cognos Connection, you can import them manually.

For more information about importing content, see the IBM Cognos BusinessIntelligence Administration and Security Guide.

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Procedure1. On the reporting server, access IBM Cognos Business Intelligence by typing

the following URL:cognos_server:port/ibmcognos

2. Click Administer IBM Cognos content.3. In IBM Cognos Administration, click the Configuration tab and click Content

Administration.

Tip: To access this area in IBM Cognos Administration, you must have therequired permissions for the Administration secured feature.

4. On the toolbar, click New Import.5. From the Deployment archive list, select OpenPages_Solutions_v6 and click

Next.6. Type a unique name, an optional description, and a screen tip for the

deployment archive, select the folder where you want to save it, and thenclick Next.

7. In the Public folders content box, select the OpenPages_Reports_v6 folderand click Next.

8. On the Specify the general options page, accept the default options and clickNext.

9. On the Review the summary page, review the settings and click Next.10. On the Select an action page, click Finish.11. On the Run with options page, click Run and then, on the IBM Cognos

software page, click OK.12. To view the imported packages and reports, click the Home icon, and select

the folder where you imported them.13. To import each deployment file for the modules that you plan to use, click

Launch > IBM Cognos Administration, and repeat steps 3-11.

Table 4. Description of deployment files

Module name Description

Financial ControlManagement (FCM)

OPENPAGES_FCM

Internal Audit Management(IAM)

OPENPAGES_IAM

Operational RiskManagement (ORM)

OPENPAGES_ORM

IT Governance Management(ITG)

OPENPAGES_ITG

Policy and ComplianceManagement (PCM)

OPENPAGES_PCM

Results

You can now use the OpenPages package to create and run the OpenPages reports.

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Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document inother countries. Consult your local IBM representative for information on theproducts and services currently available in your area. Any reference to an IBMproduct, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product,program, or service that does not infringe any IBM intellectual property right maybe used instead. However, it is the user's responsibility to evaluate and verify theoperation of any non-IBM product, program, or service. This document maydescribe products, services, or features that are not included in the Program orlicense entitlement that you have purchased.

IBM may have patents or pending patent applications covering subject matterdescribed in this document. The furnishing of this document does not grant youany license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBMIntellectual Property Department in your country or send inquiries, in writing, to:

Intellectual Property LicensingLegal and Intellectual Property LawIBM Japan Ltd.19-21, Nihonbashi-Hakozakicho, Chuo-kuTokyo 103-8510, Japan

The following paragraph does not apply to the United Kingdom or any othercountry where such provisions are inconsistent with local law: INTERNATIONALBUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS"WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OFNON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULARPURPOSE. Some states do not allow disclaimer of express or implied warranties incertain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors.Changes are periodically made to the information herein; these changes will beincorporated in new editions of the publication. IBM may make improvementsand/or changes in the product(s) and/or the program(s) described in thispublication at any time without notice.

Any references in this information to non-IBM Web sites are provided forconvenience only and do not in any manner serve as an endorsement of those Websites. The materials at those Web sites are not part of the materials for this IBMproduct and use of those Web sites is at your own risk.

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IBM may use or distribute any of the information you supply in any way itbelieves appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purposeof enabling: (i) the exchange of information between independently createdprograms and other programs (including this one) and (ii) the mutual use of theinformation which has been exchanged, should contact:

IBM CorporationLocation Code FT0550 King StreetLittleton, MA 01460-1250U.S.A.

Such information may be available, subject to appropriate terms and conditions,including in some cases, payment of a fee.

The licensed program described in this document and all licensed materialavailable for it are provided by IBM under terms of the IBM Customer Agreement,IBM International Program License Agreement or any equivalent agreementbetween us.

Any performance data contained herein was determined in a controlledenvironment. Therefore, the results obtained in other operating environments mayvary significantly. Some measurements may have been made on development-levelsystems and there is no guarantee that these measurements will be the same ongenerally available systems. Furthermore, some measurements may have beenestimated through extrapolation. Actual results may vary. Users of this documentshould verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers ofthose products, their published announcements or other publicly available sources.IBM has not tested those products and cannot confirm the accuracy ofperformance, compatibility or any other claims related to non-IBM products.Questions on the capabilities of non-IBM products should be addressed to thesuppliers of those products.

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Copyright

Licensed Materials - Property of IBM Corporation.

© Copyright IBM Corporation, 2003, 2013.

US Government Users Restricted Rights – Use, duplication or disclosure restrictedby GSA ADP Schedule Contract with IBM Corp.

This information contains sample application programs in source language, whichillustrate programming techniques on various operating platforms. You may copy,modify, and distribute these sample programs in any form without payment toIBM, for the purposes of developing, using, marketing or distributing applicationprograms conforming to the application programming interface for the operatingplatform for which the sample programs are written.

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The following terms are trademarks or registered trademarks of other companies:v Microsoft, Windows, Windows NT, and the Windows logo are trademarks of

Microsoft Corporation in the United States, other countries, or both.v Linux is a registered trademark of Linus Torvalds in the United States, other

countries, or both.v Java and all Java-based trademarks and logos are trademarks or registered

trademarks of Oracle and/or its affiliates.

Other product and service names might be trademarks of IBM or other companies.A current list of IBM trademarks is available on the Web at “ Copyright andtrademark information ” at www.ibm.com/legal/copytrade.shtml.

Notices 13

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14 IBM OpenPages GRC Platform Version 6.2.1: Modules Installation Guide

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Index

Aaudience vii

Ddocumentation

related information vii

FFix Central

getting fixes 8

Iimporting

reports and packages 10installing modules

application servers 2reporting servers 3

Kknowledge bases

masthead search 8

Llocation for modules installation 4log files 4

OOpenPages Customer Center

troubleshooting resources 8

Ppackages

importing 10prerequisites

preparing the system 1

Problem Management Recordsservice requests

See Problem Management Records

Rreporting framework

updating after modules installation 4reporting schema

dropping 9updating after modules installation 4

reportsimporting 10

Sservice requests

opening Problem Management Records (PMR) 8software

prerequisites 1Support Portal

overview 8

Ttemporary folders

configuring for reports and notifications 5testing

modules installation 4troubleshooting

getting fixes 8installation problems 9OpenPages Customer Center 8resources 7Support Portal 8understanding symptoms of a problem 7video documentation resources 7

Vvideo documentation

YouTube 8

15