QAD Adaptive Applications

Enterprise Edition

Installation Guide
QAD Enterprise Edition

78-0950-2021EE
QAD Enterprise Edition 2021
September 2021
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 Contents
Enterprise Edition Installation Change Summary . . . . . . . . . . . . . . . . .v

Chapter 1 Installation Summary and Requirements . . . . . . . . . . . . .1

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Installation Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
YAB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Supported Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Sizing and Capacity Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
General Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Software and Hardware Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Operating System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
OpenEdge 11.7.9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Java SE Development Kit 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Python 2.7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
OpenSSL Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Operating System Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
QAD Reporting Framework on Linux Components . . . . . . . . . . . . . . . . 5
Pre-Installation Configuration Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Delayed Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Upgrading QAD Enterprise Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2 Installing QAD Enterprise Edition . . . . . . . . . . . . . . . . . . .9

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Prepare the Installation Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Enterprise Edition Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing with a Downloaded Zip File . . . . . . . . . . . . . . . . . . . . . . . . . 10
Installing from DVD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Start the Enterprise Edition Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Verify Your Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Add YAB Client to the PATH Variable . . . . . . . . . . . . . . . . . . . . . . . . 17
Install the Latest Version of YAB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Registering QAD Enterprise Edition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
iv QAD Enterprise Edition Installation Guide

Chapter 3 Installing the QAD .NET UI . . . . . . . . . . . . . . . . . . . . . . . .21

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
QAD .NET UI Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Find the Windows URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Run the QAD .NET UI Executable . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Install the QAD Enterprise Edition QAD .NET UI . . . . . . . . . . . . . . . . 23
Start the QAD .NET UI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Chapter 4 Installing QAD Add-ons and Updates . . . . . . . . . . . . . . .27

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing a QAD Add-on Product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing an Enterprise Edition Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing a YAB Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Diagnosis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Diagnosis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Install Failed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Appendix A Operating System-Dependent Settings. . . . . . . . . . . . . .35

Dependent Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuring Server Prompt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Install.conf File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuration.properties File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Configuring Login and Password Prompts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Appendix B SSH and Telnet Protocols . . . . . . . . . . . . . . . . . . . . . . . .37

SSH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Telnet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Appendix C Customized Database Structure Files. . . . . . . . . . . . . . .39

Generate Standard Structure Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Customize Standard Structure Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Configure Customized Structure Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Resume Enterprise Edition Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Product Information Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Questions? Visit community.qad.com

 Enterprise Edition Installation
Change Summary
Product Name Change

Starting in September 2019, the new name for QAD’s complete portfolio of products is QAD
Adaptive Applications. Additionally, QAD Adaptive ERP is the new name for QAD’s flagship
ERP solution. QAD Adaptive ERP includes the functionality previously associated with QAD
Cloud ERP and QAD Enterprise Applications - Enterprise Edition, plus the QAD Enterprise
Platform and Adaptive UX which resulted from the Channel Islands program. Going forward, the
terms QAD Enterprise Applications, QAD Cloud ERP, and Channel Islands will be deprecated but
will remain in previous documentation and training materials. QAD’s intention is to—as soon as
possible—eliminate the use of the deprecated terms going forward.

Change Summary

The following table summarizes significant differences between this document and previous
versions.
Date/Version Description Reference
September 2021/2021EE Updated software requirements. page 4
Added information about hosting the QRF server on a Linux machine. page 5 and
page 15
Updated the QAD .NET UI client installation steps. page 22
Removed the Reporting Service chapter to reflect the functionality’s --
removal from QAD Financials.
September 2020/2020EE Updated software requirements. page 3
September 2019/2019EE Updated software prerequisites. page 3
Update installer prompts, adding new prompts for Namespace and page 10
Default App.
Removed requirements for installing on a Windows server. ---
October 2018/2018EE Updated installation steps to reflect occasional need to extract the page 10
Enterprise Edition zip file twice.
September 2018/2018EE Updated the required version of OpenEdge to 11.7.3. page 4
Updated the required version of Java SE Development Toolkit to 8. page 4
Added information about updating Tomcat-specific parameters for --
Windows installations.
March 2018/2017EE-Rev 1 Updated Appendix B to remove Routrek Granados and clarify the page 37
default SSH settings.
vi QAD Enterprise Edition Installation Guide

Date/Version Description Reference

September 2017/2017EE Updated software prerequisites. page 3
Added OpenSSL requirements. page 4
Combined Linux and Windows installations into one chapter. page 9
Combined the Reporting Service chapter with the Reporting Service --
scripts appendix.
General editing throughout to clarify procedures. ---
August 2017/2016 EE-Rev5 Included information that YAB 1.5 is restricted to Windows-only --
installations.
April 2017/2016 EE-Rev 4 Added new requirements for installing on a Windows server. page 5
Added a new chapter detailing how to install Enterprise Edition on a page 17
Windows server.
Updated the process for installing an add-on product. page 27
September 2016/2016 EE- Added Appendix C to explain how to customize database structure page 39
Rev3 files.
July 2016/2016 EE-Rev2 Updated information on the operating system account. page 5
Added more detail to pre-installation configuration information. page 6
Added Appendix A about settings dependent on operating systems. page 35
Added Appendix B to describe SSH and Telnet Protocols. page 37
Added Chapter 5 and Appendix C to describe installation and use of the --
QAD Reporting Service.
May 2016/2016 EE-Rev1 Updated Planning and Sizing topic page 3
March 2016/2016 EE Changed the name of the book to QAD Enterprise Edition Installation
Guide.
Introduced the Enterprise Edition installer for installing QAD
Enterprise Edition and removed the QDT install instructions.
Updated the installation process for the QAD .NET UI. ---
Added high-level instructions for add-on products that use YAB for page 28
installation.
September 2015/2015 EE- Numerous editorial changes ---
Rev2 Revised the Korn Shell section page 5
Added the Red Hat Enterprise Linux 7 (64-bit) section page 5
March 2015/2015 EE-Rev 1 Documented 2015 EE Progress OpenEdge 11.4 hotfix requirements page 7
Updated database server requirements page 7
Updated applications server requirements page 8

Questions? Visit community.qad.com

 Enterprise Edition Installation Change Summary vii

Date/Version Description Reference

March 2015/2015 EE Numerous editorial changes ---
Documented Korn shell considerations page 5
Documented AIX maximum file size considerations page 6
Removed Red Hat 6 considerations section page 5
Documented that use of 2015 EE with Progress OpenEdge 11.4 requires page 7
HotFix 10 for OpenEdge 11.4
Updated database server requirements page 7
Documented a functionality change that affects the selection of page 21
components for installation
Revised the procedure for enabling AIA compression page 36
Revised the QXtend Configuration section page 36
Added text to Next Steps section to back up environment installation page 39
and configuration settings
Removed references to Windows Vista page 52, 55
September 2014/2014 EE- Numerous editorial changes ---
Rev 1 Revised Installing QDT page 12
Revised Configure Telnet Connection Settings page 48
Revised Setting Up the Reporting Service to mention setting up page 55
multiple Reporting Service instances
Revised the procedure in create-instance.bat Script to better describe page 71
how to set up multiple Reporting Service instances
March 2014/2014 EE Numerous editorial changes ---
Added information on starting QDT in AIX environments page 6,
page 24
Updated OpenEdge requirements page 7
Updated supported Java versions page 7
Updated the Tomcat Web server information page 8
Editing Database Locations section added page 33
Revised Bulk Data Load procedure page 35
Revised Set Up the Reporting Service page 55
September 2013/2013.1 EE Numerous editorial changes ---
Revised Figure 1.1 page 2
Added section for Supported Installation page 3
Updated Database Server and Application Server OpenEdge page 7
requirements page 8
Documented Data Bulk Load feature page 35
Added section for Adding Custom Databases page 36
page 70
Added section for Citrix Configuration page 54

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viii QAD Enterprise Edition Installation Guide

Date/Version Description Reference

March 2013/2013 EE Documented that QAD UI Process Maps are deployed as a separate page 16
WebApp and the related QDT Process Navigation field in System page 29
Default Settings GUI
Described the Connection Method field in the Update UI Configuration page 24
screen
Documented configuration required to use QXtend with Tomcat 6.0.30 page 36
and later and Tomcat 7
Revised the Set Up SSH section page 50
January 2013/2012.1 EE Revised Web Server Tomcat requirements page 8
September 2012/2012.1 EE Documented Database Type pull-down menu page 21
Reorganized Environment Configuration chapter page 23
Documented RAM Disk support page 30
Revised QXtend installation and configuration section page 36
March 2012/2012 EE Described ability to specify <qadhome> and <qadui> WebApp page 16
names
Documented Thai language support page 70
New customization scripts documented page 70
September 2011/2011.1 EE Documented Red Hat 6 installation considerations page 6
page 14
Documented a consideration for configuring Enterprise Edition page 24
installation on Windows
Documented the Advanced Database Configuration screens page 33
Documented considerations for cloning an Enterprise Edition Windows page 29
installation
Documented a new requirement to enter port values when installing page 37
QXtend in Windows environments

Questions? Visit community.qad.com

 Chapter 1

Installation Summary and

Requirements
This chapter describes the QAD Enterprise Edition installation process, system requirements, and
software prerequisites.
Overview 2

Installation Summary 2

System Components 2

Supported Installations 3

Sizing and Capacity Planning 3

General Prerequisites 3

Software and Hardware Prerequisites 3

Pre-Installation Configuration Considerations 6

Upgrading QAD Enterprise Edition 7

2 QAD Enterprise Edition Installation Guide

Overview
The following sections describe the QAD Enterprise Edition installation prerequisites and
configuration considerations.

Installation Summary
This installation guide describes the installation process in a standard Linux environment.
Configuration settings can vary across different operating systems and configurations. Appendix
A, “Operating System-Dependent Settings,” on page 35 outlines some of these settings and
explains how to define them.
Fig. 1.1
QAD Enterprise Edition Installation Process

YAB
QAD Enterprise Edition is installed using the QAD Enterprise Edition installer and is managed
using the QAD YAB console.YAB is the deployment and management toolset that covers all
products installed into an Enterprise Edition environment. It is updated independently of QAD
Enterprise Edition. When you install QAD Enterprise Edition, the YAB client is installed into the
build/client directory and the Enterprise Edition installer creates a shell script named yab in
the installation directory to run the client. You do not need to take any steps to install the YAB
client. For detailed information, see QAD Enterprise Edition Configuration and Administration
Guide.

System Components
A QAD Enterprise Edition system consists of server components installed on a UNIX host and the
QAD .NET UI client installed on Windows hosts.

Questions? Visit community.qad.com

 Installation Summary and Requirements 3

Supported Installations
YAB supports installing all server components on a single host. It currently does not support a
distributed solution.

Sizing and Capacity Planning

The server contains QAD Enterprise Edition and Progress server software, as well as your
production data. Before you begin an installation, estimate the eventual size of your production
database and the demands expected of the different database components.
QAD Enterprise Edition needs a minimum of 4 GB system memory and 20 GB of disk space for
installation testing and training. Production environments require more hardware capacity. For
assistance with hardware sizing and capacity planning, contact QAD Services.

General Prerequisites
Before installing QAD Enterprise Edition, you should have:
• The QAD Enterprise Edition media or product download
• A valid QAD product license key for each module you have purchased
• A Progress database administrator who can manage Progress client processes
• A UNIX administrator for UNIX/Linux installs
• A 100 Mbps or faster network
• Easy access to this guide

Software and Hardware Prerequisites

The following sections describe the software and hardware prerequisites for installing QAD
Enterprise Edition.
Refer to the Product Compatibility Guide in the QAD Store for up-to-date requirements and
compatibility information:
https://store.qad.com/content/compatibility-guide

Operating System
QAD Enterprise Edition requires one of the following operating systems.
• Red Hat Linux version 7, with version 7.4 or higher recommended
• CentOS Linux version 7, with version 7.4 or higher recommended

Consult with your operating system vendor if updates are required.

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4 QAD Enterprise Edition Installation Guide

OpenEdge 11.7.9
QAD Enterprise Edition requires OpenEdge 11.7.9. Consult the Progress documentation for the
complete requirements for Progress components. When you install Progress components, always
select a Complete installation, not a Typical or Custom installation.
Note It is recommended that you disable OpenEdge Fathom to avoid conflicts if multiple
instances of an EE environment are installed on the same host. In the directory where Progress is
installed, open the fathom.init.params file and change the value of the “fathomEnabled”
property to false:
fathomEnabled=false

Java SE Development Kit 8

QAD Enterprise Edition requires either Oracle JDK 1.8.0.261 or OpenJDK 8u265 or higher. Install
Java using the documentation provided by your Java vendor.
Note QAD Enterprise Edition installations require a JDK and cannot run with a JRE.

Python 2.7
QAD Enterprise Edition supports Python 2.7. Install Python using documentation provided by
your operating system vendor or download the software from https://www.python.org.

OpenSSL Libraries
For enhanced security, QAD Enterprise Edition generates an access token during login. The token
is signed using the OpenSSL library to verify its authenticity.
Note The Enterprise Edition installer validates your system’s OpenSSL library during
installation. If you do not have the appropriate OpenSSL library, the install will fail and you will
be directed to this section of the installation guide. You can choose to validate your OpenSSL
library prior to launching the Enterprise Edition installer by following the steps for your OS
outlined in this section, or you can return here if the installer identifies OpenSSL as the reason
your install failed.
Follow the steps for your OS to install or update OpenSSL.

Linux/UNIX

1 Check if OpenSSL is installed. Enter:

openssl version

a If OpenSSL is installed, you will see something similar to:

OpenSSL 1.01h5 Jun 2014
You must have at least the following minimum version installed:
OpenSSL 0.9.8e

b If OpenSSL is not installed, download and install it. See your OS vendor for the most up-
to-date version.

Questions? Visit community.qad.com

 Installation Summary and Requirements 5

Note Ensure that you download the appropriate OpenSSL version for your OpenEdge
installation. If you have 32-bit OpenEdge, you must install 32-bit OpenSSL, and if you have
64-bit OpenEdge, you must install 64-bit OpenSSL.
2 Once OpenSSL is installed, find the libcrypto.so file. It is recommended that you begin
your search in /usr/lib or /usr/lib64, depending on your OpenEdge installation. The file
name may be a variation of libcrypto.so, with, for example, the version number added to
the file name: libcrypto.so.0.9.3e.
Note You may have to extract libcrypto.so from the libcrypto.a archive.

3 Create a symbolic link, using the location you determined in step 2.

a Go to $DLC/lib
b Enter:
ln -s /FileLocation/libcrypto.so libcrypto.so
For example, for 32-bit OpenEdge: ln -s /usr/lib/libcrypto.so libcrypto.so
Or for 64-bit OpenEdge: ln -s /usr/lib64/libcrypto.so libcrypto.so
Note The file you create in $DLC/lib must be called libcrypto.so, regardless of the
file’s name in its original directory.

Operating System Account

An operating system account is required to install, administer, and start the environment. It is also
required by certain application components that start terminal sessions. You can use the same
operating system account in both cases or you can choose to use a separate account for each. It is
recommended that the account should not be the root account (for security reasons) and that it
should be created specifically to support the environment. All administrative YAB processes (yab
update, yab start, yab stop, and so on) should be run as the user who executed the installation.
If you assign a separate account for the application components, that account must be granted read,
write, and execute permissions on the following directories:
• build/work/connmgr
• build/work/telnet
• build/work/qxtend
• build/work/qxtend/qgen
• build/work/client-chui
• build/work/client-aim
• build/logs/client

QAD Reporting Framework on Linux Components

Historically, the QAD Reporting Framework (QRF) was installed on a Windows server. However,
during installation, you can choose to install the reporting framework on the Linux server that
hosts Enterprise Edition. Installing on Linux enables YAB control of the QAD Reporting
Framework, which starts and stops when the environment is started or stopped with yab start
and yab stop. Application updates also automatically update the QAD Reporting Framework.

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6 QAD Enterprise Edition Installation Guide

Wine and Virtual X Windows Server are required for systems running QRF on a Linux server and
both must be installed prior to running the Enterprise Edition installer. If you do not plan to install
QRF on Linux, you can skip these two requirements.

Wine (32-bit)

Wine is a compatibility layer that can run Windows applications on Linux and which translates
Windows API calls into POSIX calls on-the-fly. For compatibility with the QAD Reporting
Framework, you must install the 32-bit version of Wine.
Consult Wine documentation, including the WineHQ FAQ, for complete requirements and
installation recommendations. The following installation information is given as guidance and is
not intended to cover every company’s individual circumstances.
> wget https://raw.githubusercontent.com/zma/usefulscripts/master/script/install-wine-
5.0-centos7.sh
> chmod a+x install-wine-5.0-centos7.sh
> sudo ./install-wine-5.0-centos7.sh

Note The entire install can take around 30 minutes. At times the installation may seem
unresponsive and at other times it may be verbose. Do not submit a premature Ctrl-C.

Virtual X Windows Server

The Virtual X Windows Server, Xvfb, is a display server that performs all graphical operations in
virtual memory without showing any screen output. Install Xvfb with the following command:
> sudo yum install Xvfb -y

Pre-Installation Configuration Considerations

Before you begin your installation, you can choose to define certain configuration settings found
in the install.conf file. You can find this file on your QAD physical media or as one of the
files you extracted from the zip file from QAD Fulfillment. This file contains the default settings
for your installation and the prompts you will see as you progress through the installation. If you
decide to make changes to the file, you have two options:
• You can edit the file directly, if you have write access, and your settings will automatically
load when you run the installer.
• You can copy the file, edit the copy, and then point the installer to your edited version.
./install.py -install-conf:FILE|URL
This choice preserves the original file while allowing customized configurations for different
instances of Enterprise Edition.
You should consider the following settings before you begin your installation:
• Log file location. The installation writes log messages to a file in the temporary directory by
default. The default location is /tmp/install.[USER].log. To configure a different log
file, set the INSTALL_LOG_FILE environment variable. To configure a different location,
enter export INSTALL_LOG_FILE=[FILE].
• Operating system-dependent settings. See Appendix A, “Operating System-Dependent
Settings,” on page 35.
• Secure Shell (SSH) and Telnet protocols. See Appendix B, “SSH and Telnet Protocols,” on
page 37.

Questions? Visit community.qad.com

 Installation Summary and Requirements 7

• Customized database structure files. See Appendix C, “Customized Database Structure Files,”
on page 39.

Delayed Installation
A delayed installation provides an opportunity to review and adjust your system configuration
using YAB before creating Enterprise Edition. You include the argument -install-
update:false when executing the install script to initialize the environment but postpone the
creation of Enterprise Edition.
> ./install.py -install-update:false

After you review and adjust your system configuration, complete the Enterprise Edition creation
by entering:
yab update

Upgrading QAD Enterprise Edition

For information on upgrading from a previous Enterprise Edition release, see QAD Enterprise
Edition Conversion Guide.

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8 QAD Enterprise Edition Installation Guide

Questions? Visit community.qad.com

 Chapter 2

Installing QAD Enterprise Edition

This chapter describes how to install QAD Enterprise Edition.
Overview 10

Prepare the Installation Environment 10

Enterprise Edition Installation 10

Registering QAD Enterprise Edition 17

10 QAD Enterprise Edition Installation Guide

Overview
QAD Enterprise Edition is installed using the Enterprise Edition installer.

Prepare the Installation Environment

1 Shut down any anti-virus programs running on your system. A virus scanner could severely
degrade performance.
2 Unset the environment variables. These environment variables can cause problems with web
services and conflicts with Progress utilities. Enter:
unset DLC
unset PROMSGS
unset PROTERMCAP
You also should remove any references to Progress from the PATH.
3 Add the Java you installed for QAD Enterprise Edition to the PATH. Enter:
export PATH=[PATH TO JAVA]:$PATH

Enterprise Edition Installation

Determine if you are downloading the installation zip file or mounting the install image from DVD
and follow the appropriate steps to install a new instance of Enterprise Edition.

Installing with a Downloaded Zip File

1 Download the zip file from QAD Fulfillment.
2 Unzip the file into a subdirectory.
unzip qad-ee-VERSION.zip -d directory

3 If the extracted zip file contains a data.zip file, extract that second zip file. If there is not a
data.zip file in the subdirectory, continue with step 4.

4 Change to the directory where the zip file was extracted.

5 Continue with “Start the Enterprise Edition Installer.”

Installing from DVD

1 Create the directory where the image will be mounted.
mkdir directory

2 Mount the DVD.

mount qad-ee-VERSION.zip directory

3 Change to the directory where the image was mounted.

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 Installing QAD Enterprise Edition 11

4 If the new directory contains a data.zip file, mount that second zip file. If there is not a
data.zip file in the directory, take no action and continue with “Start the Enterprise Edition
Installer.”

Start the Enterprise Edition Installer

You can run the Enterprise Edition installer in silent mode (without prompts) or interactive mode
(with prompts). The installer defaults to interactive mode.
To show the help for the installer, enter:
./install.py --help

The following procedure describes installation using interactive mode.

1 Start the installer:
./install.py
Note If you customized the installation file as described in “Pre-Installation Configuration
Considerations” on page 6, enter:
./install.py -install-conf:FILE|URL

2 The Enterprise Edition installer starts. Press Enter to proceed with the installation.
Note The installer has a command mode that allows you to go back to previous questions,
proceed to the next question, quit the installation, or return to interactive mode. You can move to
command mode at any prompt by entering an exclamation point, !.
Fig. 2.1
Installer Welcome

3 Read and accept the software license agreement to proceed. If you do not accept the license
agreement, the installation stops.

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12 QAD Enterprise Edition Installation Guide

Fig. 2.2
License Agreement

4 Enter the Enterprise Edition install location.

Fig. 2.3
Enterprise Edition Install Location

5 Specify the Progress OpenEdge location.

Fig. 2.4
Progress OpenEdge Location

6 Specify the Java location.

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 Installing QAD Enterprise Edition 13

Fig. 2.5
Java Location

7 Enter the Python interpreter location.

Fig. 2.6
Python

8 Specify the OS account that should be used by application components that start terminal
sessions. For more information, see “Operating System Account” on page 5.
Fig. 2.7
OS Account

9 Enter the password for the OS account.

Fig. 2.8
OS Account Password

10 Enter the list of languages for your installation. You must enter at least one language before
you can continue. English is “us.”

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14 QAD Enterprise Edition Installation Guide

Table 2.1 
Available Languages in Enterprise Edition
Language Option
Chinese (simplified) ch
Chinese (traditional) tw
Czech cz
Dutch du
English us
French fr
German ge
Italian it
Japanese jp
Korean ko
Polish pl
Portuguese po
Spanish (Castilian) cs
Spanish (Latin) ls

Fig. 2.9
Optional Languages to Install

11 Enter the Namespace of the environment into which you are installing. This Namespace is
used to distinguish between QAD data and customized data. Use the same Namespace when
installing into multiple environments (for example Dev, Test, and Production).
Fig. 2.10
Namespace

12 Enter the default app to create. This app is used for future platform development.

Fig. 2.11
Default App

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 Installing QAD Enterprise Edition 15

13 Select the features to install. An X next to a feature indicates that it will be included in the
installation. To add or remove an X, type the number that corresponds to the feature and press
Enter. Enterprise Edition is always part of the installation and its selection cannot be removed.
Demo data is sample data you can install for use in a test environment. An installation with
demo data takes considerably longer than an installation without the additional data.
Important Do not install demo data into an environment that is to be used for a conversion. If
you have already installed demo data, you must remove it. See the “Using Demo Data” section
of the QAD Administration and Configuration Guide for YAB 1.13 on the QAD Document
Library.
The QAD Reporting Framework (QRF) is installed on a Windows server by default. You can
choose to install it on the Linux server by selecting the QRF on Linux option.
Note For the QRF on Linux option, you must have Wine and Virtual X Windows Server
installed prior to Enterprise Edition installation, as explained in Software and Hardware
Prerequisites on page 5. If you do not have Wine installed, the Enterprise Edition install will
fail. For detailed instructions on setting up and working with the QAD Reporting Framework
Service, see the QAD Reporting Framework User Guide on the QAD Document Library.
Fig. 2.12
Features

14 The installer prompts you to start Enterprise Edition installation. Enter y to begin the install.

Fig. 2.13
Start Enterprise Edition Installation?

15 The installation begins. Status messages appear that show the progress of the installation.
Note Some install actions take several minutes to complete.

16 Wait for the install to finish.

Note The installation could take more than 60 minutes. You can follow the installation’s
progress on your screen or review the installation log file. See “Log File” on page 33 for more
information.
17 The installation ends with either INSTALL SUCCESSFUL or INSTALL FAILED. If your
install fails, see “Install Failed” on page 34 for details.

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16 QAD Enterprise Edition Installation Guide

Fig. 2.14
Enterprise Edition Installation Successful
l

Verify Your Installation

Use the status command to validate that all servers started correctly. Change into the directory
where you installed Enterprise Edition and enter:
yab status

Fig. 2.15
Services Started

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 Installing QAD Enterprise Edition 17

Review the status list to ensure that required services display STARTED. Daemon processes read
STOPPED after initial installation, as illustrated in Figure 2.15, and will remain stopped until they
are configured. Daemon setup is described in the QAD System Administration Guide, available on
the QAD Document Library. If other services are stopped or for more information, see
“Troubleshooting” on page 31.

Add YAB Client to the PATH Variable

For convenience, you can add the YAB client to the PATH variable, which will allow you to
execute YAB commands without returning to the installation directory. Enter:
> export PATH=/dr01/qadapps/qea/build/client:$PATH

Install the Latest Version of YAB

YAB is used to administer Enterprise Edition and is updated separately from Enterprise Edition.
To ensure that your system has the most up-to-date functionality, install the latest YAB update
available from QAD.
yab install yab-ee-image-VERSION.zip

Registering QAD Enterprise Edition

You must register your QAD Enterprise Edition license the first time you log in. These steps
require that you have the license code sheet included with your release media.
Note If you chose to install demo data, the installer automatically included evaluation licenses.
You can skip this section and go directly to Chapter 3, “Installing the QAD .NET UI,” on page 21.
To register QAD Enterprise Edition, do the following:
1 Change to the directory where you installed Enterprise Edition.
cd directory
2 Launch the character client by executing:
scripts/client-lang
where lang is the language for your system. For example,
scripts/client-us
3 At the Login screen, enter mfg and press Enter. Leave the password field blank.
4 In the License Details screen, select Register.
Fig. 2.16
License Details screen

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18 QAD Enterprise Edition Installation Guide

5 In the Registered Products screen, highlight Add and press enter.

Fig. 2.17
Registered Products

6 In the Add Product screen, complete the License Code fields by entering the codes from the
license code sheet included with your release media. Select OK.
Fig. 2.18
Add Product

7 In the Add Authorized Users screen, enter All for User and press enter.
Fig. 2.19
Add Authorized Users

8 In the User Selector screen, press the <F1> key. At the “Is all information correct” prompt,
enter y for yes and press enter.
Fig. 2.20
User Selector

9 The Registered Products screen reappears with a list of the license codes you have added.

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 Installing QAD Enterprise Edition 19

Fig. 2.21
Registered Products

10 Repeat step 5 through step 9 for additional license codes. Select OK when all codes have been
entered.
11 Reload the character client as described in step 2 to verify that license setup was successful.

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20 QAD Enterprise Edition Installation Guide

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 Chapter 3

Installing the QAD .NET UI

This chapter describes how to install the QAD .NET UI client for Enterprise Edition.
Overview 22

QAD .NET UI Installation 22

22 QAD Enterprise Edition Installation Guide

Overview
Once you have installed Enterprise Edition on a UNIX machine, you can install the QAD .NET UI
on multiple Windows computers.

QAD .NET UI Installation

Follow these steps to install the QAD .NET UI.

Find the Windows URL

Use the following steps to find the location of the Windows URL:
1 Go to the Enterprise Edition install directory.
2 Enter the following command:
yab env-info

3 Under USER INTERFACES, find the Windows listing and copy or note the URL.
USER INTERFACES
Web <URL>
Windows <URL>
Character scripts/client-[LANG]

Run the QAD .NET UI Executable

1 Open your web browser.
2 Paste or enter the Windows URL into the browser’s address bar and press Enter.
3 The QAD Enterprise Applications Installation page appears and the executable file
automatically downloads to your machine.

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 Installing the QAD .NET UI 23

Fig. 3.1
QAD Enterprise Application Client Download

4 The .exe file may launch automatically after the download is complete or you may need to
click the downloaded file.

Install the QAD Enterprise Edition QAD .NET UI

1 The QAD Enterprise Applications Setup Wizard appears. Click Next to begin the QAD .NET
UI client installation.
Fig. 3.2
Setup Wizard

2 Choose whether to install a new instance of the QAD .NET UI or upgrade an existing instance.
Click Next.

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24 QAD Enterprise Edition Installation Guide

Fig. 3.3
Install an Instance

3 You are now ready to install an instance of the QAD .NET UI. Click Install.
Fig. 3.4
Ready to Install

4 The setup wizard displays the installation progress, and then the Setup Wizard Complete
screen appears. Click Finish.
5 The QAD Enterprise Applications shortcut appears on your desktop and is ready to launch.

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 Installing the QAD .NET UI 25

Start the QAD .NET UI

1 Double-click the QAD Enterprise Applications icon on your desktop. The login window
appears.
Fig. 3.5
QAD Enterprise Applications Login Window

Make the following entries:

• User: mfg
• Password: leave blank

2 Click OK.
3 The QAD .NET UI appears, indicating that the install was successful.

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26 QAD Enterprise Edition Installation Guide

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 Chapter 4

Installing QAD Add-ons and

Updates
This chapter describes how to install QAD add-on products into Enterprise Edition and how to
update Enterprise Edition and YAB.
Overview 28

Installing a QAD Add-on Product 28

Installing an Enterprise Edition Update 28

Installing a YAB Update 29

28 QAD Enterprise Edition Installation Guide

Overview
Enterprise Edition supports multiple add-on products to expand and enhance your ERP
environment. For additional information on which add-on products are compatible with this
release of Enterprise Edition, refer to the Product Compatibility Guide in the QAD Store and to the
individual add-on installation guides.
For detailed pre-installation requirements, see the installation guide for your specific add-on
product. Ensure that those requirements are met before proceeding with the installation.

Installing a QAD Add-on Product

Follow these general steps to install additional QAD add-on products.
1 Download the add-on file from the QAD Store or from QAD Release Fulfillment.
2 Move the file to the root directory of your Enterprise Edition installation.
3 Change to the directory where Enterprise Edition is installed.
cd directory
4 Enter:
yab install zip file
For example:
yab install i19-br-bundle-installer-4.0.0.14.zip

5 For post-installation requirements and configuration information, see the installation guide for
your specific add-on product.

Installing an Enterprise Edition Update

Follow these steps to install an update to Enterprise Edition.
1 Download the update from the QAD Store or from QAD Release Fulfillment.
2 Move the file to the root directory of your Enterprise Edition installation.
3 Change to the directory where Enterprise Edition is installed.
cd directory
4 Enter:
yab install zip file
where zip file is the name of the file you received from QAD. For example:
yab install financials-app-2021.1.0.0.zip

5 The update installs.

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 Installing QAD Add-ons and Updates 29

Installing a YAB Update

Follow these steps to install an update to YAB.
1 Download the latest YAB version from the QAD Store or from QAD Release Fulfillment.
2 Move the file to the root directory of your Enterprise Edition installation.
3 Enter:
yab install yab-ee-image-VERSION.zip

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30 QAD Enterprise Edition Installation Guide

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 Chapter 5

Troubleshooting
This chapter addresses troubleshooting topics.
Overview 32

General 32

Installation 33
32 QAD Enterprise Edition Installation Guide

Overview
This chapter introduces troubleshooting techniques to use during Enterprise Edition installation.
The information is divided into two sections.
• General – Information you can use during both installation and administration.
• Installation – Information specific to installation.

General
The troubleshooting techniques detailed in this section can apply to both installation and
administration questions.

Diagnosis

Log Threshold

The default log threshold is DEBUG, which records detailed information in the install and
administration log files. You can change the logging level to TRACE using the -log-level
option, which will print more verbose information to help diagnose a problem.
-log-level:[OFF|FATAL|ERROR|INFO|DEBUG|TRACE]

Temporary Files

Temporary files are files that are created while servicing a request and deleted after the request is
serviced. In some cases, the key to diagnosing a problem is to be in a position to view these files.
To retain temporary files created in subsequent requests, define the following environment
variable:
> export KEEP_TEMP_FILES=true

To resume cleaning up the files, unset the variable:

> unset KEEP_TEMP_FILES

By default temporary files are written into the /tmp directory. YAB can be configured to write
temporary files into a different directory by configuring the YAB_JAVA_OPTS environment
variable:
> export YAB_JAVA_OPTS=-Djava.io.tmpdir=PATH

Errors

Java Command Not Found

If you do not have a Java Runtime configured you will see the following error when you execute
the installer:
> ./install.py
/qad/sandbox/user/qadee/image/packages/yab-client/1/11/0/22/yab: line 38:
java: command not found

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 Troubleshooting 33

Unsupported Class Version

If you have an incorrect version of the Java Runtime configured, you will see the following error
when you execute the installer:
> ./install.py
Exception in thread "main" java.lang.UnsupportedClassVersionError: Bad version
number in .class file

Enterprise Edition requires Java 1.8, which is also supported by the YAB administration tool and
the installer.
The following command prints the version of the Java Runtime resolved from the PATH.
> java -version
java version "1.8.0_202"
Java(TM) SE Runtime Environment (build 1.8.0_202-b08)
Java HotSpot(TM) 64-Bit Server VM (build 25.202-b08, mixed mode)

If the JAVA_HOME environment variable is set, it will take precedence over the Java Runtime
located by the PATH environment. You can check the setting of the JAVA_HOME environment
variable and unset it if necessary.
> echo $JAVA_HOME
/usr/java/jdk1.5
> unset JAVA_HOME
> echo $JAVA_HOME

Installation
The troubleshooting techniques detailed in this section are specific to the installation process.

Diagnosis

Log File

The Enterprise Edition installer records detailed information in the log file. The default log file
location is:
/tmp/install.[USER].log

If an error occurs while installing the product, you should review the log file. It may contain
information that was not displayed on the console.

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34 QAD Enterprise Edition Installation Guide

If the installation fails before the update command has started (Starting update... in the following
code text), the install should be executed again after the problem has been resolved.
Validating OK
Initializing instance OK
Reconfiguring instance OK
Resolving and copying packages OK
Starting update...
update (282 tasks)
----------------------------------------------------------------------------
1/282 qad-rd-permissions-mkdirs OK (0.032 s)
2/282 qxtend-stage OK (54.844 s)
3/282 adminserver-script OK (0.023 s)
4/282 nameserver-script OK (0.017 s)
...

If the installation fails during the update command, it will be more efficient to diagnose the
problem using the techniques outlined in the QAD Enterprise Edition Configuration and
Administration Guide and to execute the update command directly when the problem is resolved.
> yab update

Install Failed
If the install fails, it displays INSTALL FAILED, with limited information on the cause of the
failure. Review the log files and contact QAD Support if further guidance is required.

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 Appendix A

Operating System-Dependent
Settings
This appendix addresses operating system-dependent settings.
Dependent Settings 36

Configuring Server Prompt 36

Configuring Login and Password Prompts 36

36 QAD Enterprise Edition Installation Guide

Dependent Settings
The following settings can differ depending on the operating system:
netui.connmgr.loginprompt
netui.connmgr.passwordprompt
netui.connmgr.serverprompt

These settings can be defined in the install.conf file before installing QAD Enterprise Edition
or by editing the configuration.properties file in an existing environment.
The following example outlines how to define the server prompt setting. This process also can be
followed to define the login and password prompts.

Configuring Server Prompt

The default prompt displayed for the server depends on the default shell and can vary based on
user configuration and operating system. By default, the server prompt used for the
netui.connmgr.user is set to $.
This example changes the server prompt from the default $ to >.

Install.conf File
To set the server prompt before installing, add the following to the install.conf file:
netui.connmgr.serverprompt=>

Configuration.properties File
To determine the server prompt used in an existing environment, use yab config:
> yab config netui.connmgr.serverprompt
netui.connmgr.serverprompt=$

Define the setting in configuration.properties

netui.connmgr.serverprompt=>

To apply the configuration change execute:

> yab reconfigure

Configuring Login and Password Prompts

The login and password prompt settings can also vary depending on the user profile and operating
system defaults.
In a standard Linux operating system, the default settings are:
netui.connmgr.loginprompt=login:
netui.connmgr.passwordprompt=Password:

Depending on the default shell, these settings also may need to be changed.

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 Appendix B

SSH and Telnet Protocols

This appendix addresses configuration settings for Secure Shell (SSH) and telnet protocols.
SSH 38

Telnet 38
38 QAD Enterprise Edition Installation Guide

SSH
By default, a QAD Enterprise Edition environment is configured to use SSH protocol for
Connection Manager and terminal sessions. The default settings in
configuration.properties are:
netui.connmgr.protocol=ssh
netui.telnet.protocol=ssh
netui.connmgr.port=22
netui.telnet.port=22

Telnet
The environment can be switched to use the Telnet protocol by configuring the following settings
in configuration.properties:
netui.connmgr.protocol=telnet
netui.telnet.protocol=telnet
netui.connmgr.port=23
netui.telnet.port=23

To apply the change, execute:

> yab reconfigure restart

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 Appendix C

Customized Database Structure

Files
This appendix describes how to install QAD Enterprise Edition using database structure files that
are different than the standard structure files used by the installer.
Generate Standard Structure Files 40

Customize Standard Structure Files 40

Configure Customized Structure Files 41

Resume Enterprise Edition Creation 41

40 QAD Enterprise Edition Installation Guide

Generate Standard Structure Files

To access the QAD standard structure files before creating the Enterprise Edition databases, you
must perform a delayed installation as described in “Delayed Installation” on page 7.
Run the following command to generate the standard structure files for all databases into
build/work/st-files.
> yab qxtend-stage database-structure-file-update

This creates structure files for eight databases.

> ll build/work/st-files/
total 32
-rw-rw-r--. 1 mfg mfg 420 May 20 10:24 admdb.st
-rw-rw-r--. 1 mfg mfg 827 May 20 10:24 cpldb.st
-rw-rw-r--. 1 mfg mfg 301 May 20 10:24 hlpdb.st
-rw-rw-r--. 1 mfg mfg 833 May 20 10:24 mfgdb.st
-rw-rw-r--. 1 mfg mfg 316 May 20 10:24 module-partial.st
-rw-rw-r--. 1 mfg mfg 75 May 20 10:24 qxevents.st
-rw-rw-r--. 1 mfg mfg 414 May 20 10:24 qxodb.st
-rw-rw-r--. 1 mfg mfg 91 May 20 10:24 rcddb.st

Note One database, arcdb, is not associated with a database structure file.

Customize Standard Structure Files

Create a new directory to hold the customized structure files. This directory can be located
anywhere.
> mkdir -p customizations/st-files

Copy the standard structure files into the new directory and create files for the database that is not
associated with a database structure file.
> cp build/work/st-files/*.st customizations/st-files
> cp customizations/st-files/rcddb.st customizations/st-files/arcdb.st

Customize the structure files.

> vi customizations/st-files/*.st

Note The names of the data areas in the structure files, such as MFG and MFG_IDX, are
important because they correspond to the schema files that you will load into the databases when
you create the environment.

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 Customized Database Structure Files 41

Configure Customized Structure Files

Edit the build/config/configuration.properties file and add the following settings.
You must set the st.dir setting to locate your customized structure files if you chose an alternate
location:
st.dir=${customizations.dir}/st-files
db.qadadm.structurefile=${st.dir}/admdb.st
db.qadcpl.structurefile=${st.dir}/cpldb.st
db.qaddb.structurefile=${st.dir}/mfgdb.st,${st.dir}/module-partial.st
db.qadhlp.structurefile=${st.dir}/hlpdb.st
db.qadrcode.structurefile=${st.dir}/rcddb.st
db.qxevents.structurefile=${st.dir}/qxedb.st
db.qadarc.structurefile=${st.dir}/arcdb.st
db.qxodb.structurefile=${st.dir}/qxodb.st

Resume Enterprise Edition Creation

Execute the update command:
> yab update

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42 QAD Enterprise Edition Installation Guide

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 Product Information Resources
QAD offers a number of online resources to help you get more information about using QAD
products.
QAD Forums (community.qad.com)
Ask questions and share information with other members of the user community, including
QAD experts. The YAB Installations forum can be found under the Technology heading in the
Forum menu.
QAD Knowledgebase (knowledgebase.qad.com)*
Search for answers, tips, or solutions related to any QAD product or topic.
QAD Document Library (documentlibrary.qad.com)
Get browser-based access to user guides, release notes, training guides, and so on; use
powerful search features to find the document you want, then read online, or download and
print PDF.
QAD Learning Center (learning.qad.com)*
Visit QAD’s one-stop destination for all courses and training materials.

*Log-in required
44 QAD Enterprise Edition Installation Guide

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