# Genesys Quality Management Suite 8.1.520 : Installation of OS and Genesys Quality Management Suite

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## Genesys Quality Management Suite Installation

We deliver the Genesys Genesys Quality Management Suite as a single ISO image file or DVD. These can be downloaded from the Genesys Tech Support . The ISO file contains both the OS and GQM packages. The OS that comes in the image/DVD is CentOS. Its version can vary based on GQM version. You can install the default version of OS that comes with the ISO image or install a custom version of CentOS/RHEL, and then install the packages on it.

### Installation media

The installation media set has these items:

- Genesys Genesys Quality Management Suite ISO image file.
- ISO checksum files for ISO integrity checks.

In poor-connectivity areas, we can optionally supply the installation as a DVD. It is bootable and used as the default.

### Verify ISO file integrity

Verify the integrity of all downloaded ISO image files. Use the MD5 checksum that comes with the ISO download file. Download WinMD5Sum and install it based on the manufacturer's instructions from:
http://www.nullriver.com/products/WinMD5Sum
This is the MD5 verification procedure that uses WinMD5Sum for a Genesys Quality Management Suite ISO:

1. Click ... to browse for the downloaded ISO image file.
2. The MD5 Sum field checksum appears.
   Use a text editor to open the zqm-x.x.x-xxx.iso.md5 file. Copy the number from the text file. Paste it into the Compare field. The checksum is 32 characters long.
3. Click Compare.
4. If the checksums are the same, the confirmation dialog displays.

### Default installation

GQM ISO/DVD comes with these versions of CentOS:

GQM version | CentOS version | Architecture
--- | --- | ---
4.3.X | 4.7 | i386
4.4.X | 4.7 | i386
4.6.X | 5.4 | i386
4.7.X | 5.5 | i386
4.8.X | 5.5 | i386
4.9.X | 5.5 | i386
5.0.X | 6.2 | i386
5.1.X | 6.2 | i386
8.1.520.X | 6.5 | i386, x86-64

#### Install CentOS Linux

If you use the ISO image file, download it and mount the ISO file as the DVDROM image. You can mount the installation image (ISO) file directly. For example: with VMware, or written to a bootable installation DVD .

If you use a DVD, insert the Genesys Genesys Quality Management Suite installation DVD and start the server. If the server does not show the splash screen, check the server’s BIOS to ensure that the server boot order identifies the CD/DVD drive as the first boot device.

To install CentOS Linux:

Type zqm. Press Enter to start the installation.

If there is no user input within 60 seconds, installation is canceled and the OS boot sequence continues. This feature prevents reinstallation from a forgotten disc in the drive. If the OS boot sequence starts, reset or reboot the machine and start again.

##### Set up Partitions Manually

Select which disk device to used for partitioning. Perform one of these:

- Select only one disk device for no redundancy.
- Select two disks to create RAID1 mirroring.
- Click Cancel to skip manual partitioning and proceed to Network configuration.

The Volume Size Configuration screen displays the default sizes of the volumes.

- Change the sizes of logical volumes if necessary. The script checks whether the space of `rootlv (/)` is large enough for the installation (plus a 500 MB reserve of free space) and that the total size of the logical volumes is small enough to fit into the physical devices. Click OK to accept the sizes.
- Click Cancel to return to the previous dialog.

A primary partition/boot (size 128 MB) is created. That is not included in LVM. It is a standard BIOS-type partition needed for booting. For a RAID variant, there are two `/boot` and `/boot1` partitions on both devices.

##### Network Configuration for CentOS

If CentOS has no support for the network interface fitted, it displays the warning message "No Ethernet interface detected! Please configure networking after the first boot."An administrator should install NICs drivers after the first boot.

Configure the first NIC. Use Tab to move from element to element. Type:

- The IPAddress and Netmask.
- The Gateway.
- The Primary DNS (Domain Name Server).
- The Secondary DNS.
- The Hostname as a FQDN (fully qualified domain name).

Select OK and press Enter.

##### Select the time zone

Set the time zone for the Genesys Quality Management Suite.

Select the System clock uses UTC option if the system clock uses Coordinated Universal Time (UTC).

Otherwise, scroll through the list to select the location.

Select OK and press Enter.

##### Set the partition type

If Partitioning has been done manually in previous steps, this dialog won't display.

Select how to partition your hard drive:

- Use the entire drive.
- Replace the existing Linux system.
- Use free space.

Select which drive(s) you want to use for this installation. On large systems there may be several drives. Select at least one.

Select OK and press Enter.

##### Reboot CentOS

The installation program now installs and configures all the Suite and CentOS packages. This may take time. You should not be asked any other questions at this stage.

Once the installation finishes, the installer requests a system reboot.

Ensure that you have removed the DVD or disconnected the ISO installation volume (on a virtual server) before you reboot.

During the reboot, immediately after the OS is installed, the End User License Agreement (EULA) appears.

Select ACCEPT (use Tab and Enter) if you agree with the terms and conditions. Then, CentOS Linux restarts and displays the login prompt.

### Install GQM on an existing installation

#### OS version

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The Genesys Genesys Quality Management Suite requires a specific release of the operating system. It is not recommended to use another version of the operating system. Doing so may lead to installation failure, since the Suite expects exact matches for package names and configuration files. If you need a custom version of CentOS or RHEL, please contact Genesys Tech Support.

This guide doesn't cover the installation process of RHEL or CentOS that don't come with the Suite ISO/DVD. It explains how to install the packages on your already-installed OS. To make the packages installation process easy, we recommend that you choose this installation type: Minimal with configured network.

The Suite supports these CentOS and RHEL versions:

GQM version | CentOS version | RHEL version | Architecture
--- | --- | --- | ---
4.3.X | 4.7 | 4.7 | i386
4.4.X | 4.7 | 4.7 | i386
4.6.X | 5.4 | 5.4 | i386
4.7.X | 5.5 | 5.5 | i386
4.8.X | 5.5 | 5.5 | i386
4.9.X | 5.5 | 5.5 | i386
5.0.X | 6.2 | 6.2 | i386
5.1.X | 6.2 | 6.2 | i386
8.1.520.X | 6.5 | 6.5 | i386, x86-64

#### Disable SELinux

When you install RHEL, this enables SELinux (Security-Enhanced Linux) by default.

The Suite does not have policy files for SELinux. Therefore, SELinux blocks some functionality.

To disable SELinux after the RedHat installation edit `/etc/selinux/config`, set these values:

    SELINUX=disabled
    SELINUXTYPE=targeted

This disables SELinux on the next reboot.

To disable SELinux without having to reboot, use this command:

    setenforce 0

#### GQM packages installation

The packages installation has two steps:

1. Installation of base OS packages required by GQM. Install the package qm-meta-os that triggers all the necessary system packages through its dependencies.
2. Installation of the GQM packages themselves. Install the package qm-meta that has all the packages in its dependencies list.

##### Install base OS packages required by GQM

First, get the qm-meta-os package from the GQM image so that you can use it to install the system packages required by GQM.

To do so, insert the media into the server and mount it to `/media/cdrom`

    mkdir -p /media/cdrom/
    mount /dev/cdrom /media/cdrom/

If you have the ISO file uploaded to your server, use these commands:

    mkdir -p /media/cdrom/
    mount -o loop /home/admin/zqm-XXX.iso /media/cdrom/

where XXX is your current version.

You should see this message:

Next, copy over the qm-meta-os package. This includes the .repo file. Umount the media:

    cp /media/cdrom/GQM_Suite/RPMS/qm-meta-os*.rpm /tmp/
    cp /media/cdrom/rhel.repo /etc/yum.repos.d/
    umount /media/cdrom/

Then, initiate the system packages installation:

Insert the RHEL media used in the OS installation and mount it to `/media/cdrom`:

    mount /dev/cdrom /media/cdrom/

Execute the installation of the qm-meta-os package:

    yum localinstall --nogpgcheck -y /tmp/qm-meta-os*.rpm

The installation process is executed:

If there are any dependency problems when you run the yum `localinstall` command, you will see messages that state which packages are involved. These should be removed. Note that you can remove the Open JDK package (for example:`java-1.6.0-openjdk`), which often causes dependency issues.

First, use the yum remove command to remove the affected packages. For example:

    yum remove gcj java --disablerepo=qm

Next, re-enter the yum localinstall command as before. Repeat this procedure until the command is successful.

As soon as the installation finishes successfully, switch to the installation of the packages themselves.

##### Install the GQM packages

First, Umount the RHEL disc used for the installation of the system packages:

    umount /media/cdrom/

Insert the media and mount it to `/media/cdrom`:

    mount /dev/cdrom /media/cdrom/

Next, you need to download the metadata from the callrec repository. For this, you need to either disable other repositories or move/delete them.

    yum clean all
    yum makecache --disablerepo=rhel

If you have any other enabled repositories, you will face this error:

To avoid it, rename the problematic repo file so that it doesn't have the .repo extension and won't be read by in the `yum makecache` process:

    mv /etc/yum.repos.d/custom.repo /etc/yum.repos.d/custom.repo.backup

Then, initiate the installation of the packages:

    yum install -y qm-meta --disablerepo=rhel --nogpgcheck

The installation process is executed:

When the installation finishes, umount the media:

    umount /media/cdrom

## Install VMWare tools on a virtual server

### Start the installation process

In the vSphere Client:

1. Right-click the virtual server from the server list.
2. Select Guest from the menu.
3. Select Install/Upgrade VMWare Tools. The Install VMware Tools dialog displays:
4. Click OK.

### Check that the CD/DVD is connected:

1. Right-click the virtual server from the server list.
2. Select Edit Settings from the menu.The VMware Tools dialog displays:
3. Click OK to remove it.
   The Virtual Machine Properties page appears:

4. Click CD/DVD drive 1.

5. Ensure that the Connected checkbox is selected, the File Datastore ISO radio button is selected, and the path is shown as:`[ ] /usr/lib/vmware/isoimages/linux.iso.`

   If the checkbox and radio button are not selected, reset the machine and start again.

6. If the checkbox and radio button are selected, click OK.

### Install the VMware tools

Use any SSH client. For example: PuTTY.

1. Select the virtual server from the server list.
2. Login as root.

3. Enter these commands:

       mkdir /mnt/cdrom
       mount -o loop /dev/cdrom /mnt/cdrom
       cd /tmp

4. To get the correct version of VMwareTools-X.X.X-XXXXX.tar.gz in the next command line, type: `tar zxpf /mnt/cdrom/VM` and press the Tab key to auto-complete the filename:

       tar zxpf /mnt/cdrom/VMwareTools-X.X.X-XXXXX.tar.gz
       umount /dev/cdrom
       cd vmware-tools-distrib/
       ./vmware-install.pl

5. Press Enter after the last command (`./vmware-install.pl`).

6. Press Enter for every prompt to install the tools in their default locations.

7. Follow the instructions at the end of the installation to update the drivers.

8. The SSH client displays this message at the end:

       Enjoy,
       --the VMware team

9. Close the SSH client.

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Always check which VNIC adapter type is configured on the VM before you load the VNIC driver! Note that E1000 may not work properly under heavy load. We recommend that you use Flexible or VMXNET VNIC adapter types. There are reported bugs in the VMXNET adapter. Check their ESXi version and apply any updates available. Refer to VMware Recommendations for more details.

## Domain Naming Conventions

Ensure that any domain name conforms to the international RFC 1034 standard on domain names and the DNS system:

The labels must follow the rules for ARPANET host names. They must start with a letter, end with a letter or digit, and have as interior characters only letters, digits, and hyphen. There are also some restrictions on the length. Labels must be 63 characters or less.

[RFC 1034 section 3.5: Preferred name syntax]