# Installing the CloudIO platform

## Prerequisites

Obtain the license key from the CloudIO support team through the customer portal before installing the platform.

The following details must be sent to the CloudIO support team to obtain the license key:

* License start date
* Serial number of the machine

## Installing the platform

### Launch the installer

1. Launch the installer and click **Continue**. The **Setup Application URL** page is displayed.

![](/files/-M-TAoOCLcq286iVaNfg)

### Validate License&#x20;

2\. Upload the Activation/License file obtained from CloudIO support team.

![](/files/-M-TFUHXgCM5yVhLmqXW)

### Setup Application URL&#x20;

3\. Enter the following details in the **Setup Application URL** page:

* **Subdomain** is the name using which you can access the application. E.g. : apps is the subdomain for <http://apps.cloudio-idc.com>
* **Email** which will serve as your login id and to which the access details will be sent.
* **New Admin Password** and **Confirm Password**

{% hint style="info" %}
All fields in the Setup Application URL page are mandatory.
{% endhint %}

![](/files/-M-TG6Pa-dNbbMGHE8c0)

### **Setup Platform Schema**&#x20;

4\. Click **Continue**. The **Setup Platform Schema** page is displayed.

![Setup Platform Schema](/files/-M-TKe8T0QVXhzHyDH3W)

&#x20;5\. Enter the following details of the **Setup Platform Schema** page:

&#x20;  **a. For Oracle database**

* From the **Database Type** list, select **Oracle**.
* Enter **DB Host Name**.&#x20;
  * E.g.: server.cloudio.com
* Enter **DB Port**.&#x20;
  * E.g.: 1521
* Enter **SID/Service name**.&#x20;
  * E.g.: rapapp
* Enter **Username**. Use the username created during the platform schema creation.
  * E.g.: User Name: xxrademo
* Enter **Password**. Use the password created during the platform schema creation.
  * E.g.: Password: xxra
* Click **Continue**. The **Setup Application Schema** page is displayed.

&#x20; **b. For MySQL database**

![Setup Platform Schema for MySQL database](/files/-M-TMA8q5iizUv_n6RQH)

* From the **Database Type** list, select **MySQL**.
* Enter **DB Host Name**.&#x20;
  * E.g.: 192.168.10.60
* Enter **DB Port**.&#x20;
  * E.g.: 3306
* Enter **Database name**.&#x20;
  * E.g.: xxcloudio
* Enter **Username**.&#x20;
  * E.g.: User Name: xxcloudio\qa
* Enter **Password**.&#x20;
  * E.g.: Password: xxcloudio\qa\@123
* Click **Continue**. The **Setup Application Schema** page is displayed.

### **Setup Application Schema**&#x20;

&#x20;6\. Enter the following details of the **Setup Application Schema** page.

![Setup Application Schema for Oracle database](/files/-M-TNUhNrnEPStP2aUaV)

&#x20;**a. For Oracle database**

* From the **Database** **Type** list, select **Oracle EBS Using DBC File**.
* Enter the required **DBC File Path**. You may have to generate a new DBC file for this host. Place the DBC file under $TOMCAT\\\_HOME directory and enter its path.
* Enter **Username**. The ASADMIN user must be enabled.
* If the objects are already created, select the option - **Check this if CloudIO Objects already exists in Application Schema**
* Click **Continue**. The **Setup SMTP details** page is displayed.

{% hint style="info" %}
**Note**:&#x20;

Enabling ASADMIN : [https://docs.oracle.com/cd/E18727\_01/doc.121/e12169/T511175T517162.htm#sigig\_setupasadm\_in](https://docs.oracle.com/cd/E18727_01/doc.121/e12169/T511175T517162.htm#sigig_setupasadmin)
{% endhint %}

{% hint style="info" %}
You can also use APPS or any other Application User with 'Apps Schema Connect Role' (UMX|APPS\_SCHEMA\_CONNECT) role. If you would want to use APPS directly (instead of custom Oracle Application schema or ASADMIN), you can proceed with the default **Database Type** by providing the Username and Password.
{% endhint %}

&#x20;**b. For MySQL database**

![Setup Application Schema for MySQL database](/files/-M-TOEX78wEH75qgLKmE)

* From the **Database** **Type** list, select **MySQL**
* Enter **DB Host Name**.&#x20;
  * E.g.: 192.168.10.60
* Enter **DB Port**.&#x20;
  * E.g.: 3306
* Enter **Database name**.&#x20;
  * E.g.: xxapps
* Enter **Username**.
  * E.g.: User Name: xxcloudio\qa
* Enter **Password**.&#x20;
  * E.g.: Password: xxcloudio\qa\@123
* Click **Continue**. The **Setup SMTP details** page is displayed.

### **Setup SMTP details**&#x20;

![](/files/-M2Cdw72xNQ8O3lf75Sy)

* In the **SMTP Host Name**, enter the Internet Service Providers (ISP) used to send the emails. E.g.: smtp.gmail.com, smtp.hotmail.com&#x20;
* In **SMTP Port**, enter the outgoing mail port. E.g.: 465&#x20;
* In **From Name**, enter the name that must appear in the sent list. E.g.: CloudIO Dev&#x20;
* In **From Email**, enter the email id which must be used to send outgoing emails. E.g.: \[<noreply@cloudio.com>]\(<https://cloudio.io/docs/noreply@cloudio.com)&#x20>;
* Select **SMTP Requires Authentication**.&#x20;
* To allow a server to accept requests to use SSL over TCP/IP from remote servers that connect anonymously, select **Enable the use of the STARTTLS command**.&#x20;
* If required, select **Requires the use of the STARTTLS command**.&#x20;
* Enter **Username** and **Password** of the outgoing email account.&#x20;
* Enter **Admin Name** and **Admin Email**.&#x20;
* Click Continue. The **Setup Profile Values** page is displayed.

### Setup Profile Values

![](/files/-M2Cf8I-yWqRuUgnT94H)

Enter the required details and click **Continue**. *All the fields are optional.*

The confirmation page is displayed and contains a path along with the schema details.

![Review profile details before proceeding](/files/-M-TV-rKjtdBwK6ZAOBR)

### Install and Upgrade Tool&#x20;

Click **Install**. On completion, a success message is displayed

![Proceed to sign-in](/files/-M-U2hKtm3UjstqQDvdu)

{% hint style="info" %}
The CloudIO platform application URL is *\<subdomain>.\<hostname>*.

In case of error, an error message is displayed. You must contact the CloudIO Support through the **Customer Portal** for such issues. The install process populates the CloudIO Platform Metadata objects in xxcloudio schema and deploys the seeded platform UI patch. The log is saved in $TOMCAT\_HOME/logs and is displayed as shown below:
{% endhint %}

![Installer log](/files/-M-U35BeCFZenRSOid6t)

{% hint style="info" %}
After the completion of the installatio&#x6E;**,** [**login in to the CloudIO platform**](/setting-up-the-cloudio-platform/platform-installation/signing-in-to-the-cloudio-platfrom.md) and navigate to **Upgrade Tool** under the Administration role. It provides the scripts to be executed if there are any changes within the application.
{% endhint %}

1. After successful installation, click **Sign in** and login using the username admin and the password provided in step 3.
2. Move *$TOMCAT\_HOME/webapps/ROOT/WEB- INF/classes/ra.properties* file to *$TOMCAT\_HOME/lib* folder and restart the Tomcat.

{% hint style="info" %}
By default, the platform assigns the Administrator, Developer and Patch manager roles to the Admin user. You must contact the CloudIO support team for additional requirements.
{% endhint %}


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