Tip

Installing and configuring DB2 UDB V8

Chapter reprinted from the 2003 SAMS book Teach Yourself DB2 Universal Database in 21 Days by Susan Visser & Bill Wong.

Although the DB2 documentation covers the installation and configuration of DB2 servers and clients, this chapter provides more detailed instructions on installing the server. (Day 6, "Installing and Configuring DB2 Clients," shows how to install the DB2 clients.) I also explain each decision you'll be faced with when installing.

As you know from Day 1, "What DB2 Can Do for You," the DB2 server runs on many different operating systems. Because this book focuses primarily on the Windows platform, however, the examples are specific to that interface, as are the installation instructions in this lesson.

Today you see how to perform an interactive Typical, Custom, or Compact install of the DB2 server product. Typical and Compact installs require fewer questions to answer, but to see exactly what the install program adds to your system, you'll also look at the Custom install.

NOTE

If you're migrating from previous versions of DB2, you must complete certain procedures before installing DB2 UDB Version 8. The instructions for migrating from a previous version are beyond the scope of this book.

Preparing for the Install

Go through the steps in this section before you begin installing to ensure that you have the required items and information.

Hardware and Software Requirements

Before installing the DB2 product, check to see that you have the proper hardware and software components available on your system:

  • Disk space—The amount of disk space required to install DB2 depends on the options that you choose to install. Typically, you should have between 260–600 MB of free disk space to install DB2. You also need additional disk space to store the applications and databases that you'll use with DB2 (this amount depends on the amount and type of data you store in your databases).

  • Processor—You can run DB2 on a Pentium-based computer. For 64-bit DB2 products, an Itanium-based computer is required.

  • Memory—To run the DB2 graphical tools, you need at least 128 MB of memory installed. The more memory you have, the faster the tools will run. Additional memory is required for any clients connecting to your system and to run other programs on your computer.

  • Operating systems—DB2 can be installed on Windows NT Version 4 with Service Pack 6a or higher, Windows 2000 with Service Pack 2, Windows XP (32-bit), and Windows Server 2003 (32-bit and 64-bit).

  • NOTE

    The DB2 Personal Edition product runs on all Windows operating systems. It has the same function as the DB2 server, but it can't accept requests from remote clients.

  • Software—You will need Java Runtime Environment (JRE) Version 1.3.1 to run DB2's Java-based tools such as the Control Center. During installation, the correct level of the JRE is installed if it is not already. An Internet browser is required to view the online help.

  • User accounts—You must have one user account to install DB2, and two user accounts for setup. The user accounts can be created before you install DB2, or you can have the DB2 Setup Wizard create them for you.

  • Communications—You need communications software only if you want to access remote databases or have remote clients access your databases. Regardless of the operation, you have several communication protocols to choose from: TCP/IP, NetBIOS, and Named Pipes. All these protocols are installable options in Windows operating systems. You don't need to purchase separate products to provide this support. Make sure that you've installed and configured the protocol support that you intend to use.

NOTE

Lightweight Directory Access Protocol (LDAP) is supported for DB2, but the use of LDAP is beyond the scope of this book.

Creating a User Account for Installing DB2 Products

You need a local or domain user account to install DB2. The user account must belong to the Administrators group on your computer, and it must adhere to DB2 naming rules and have the Act as Part of the Operating System advanced user right.

To create a user account on a Windows 2000 system, choose Start | Settings | Control Panel | Administrative Tools | Computer Management. Expand Local Users and Groups, right-click on Users, and choose New User. Create a new user by filling in the details in the New User dialog box.

To grant advanced user rights on Windows, you must be logged on as a local administrator. On a Windows 2000 system, choose Start | Settings | Control Panel | Administrative Tools | Local Security Policy. Expand the Local Policies object and select User Rights Assignment. In the right window pane, select the Act as Part of the Operating System policy to open the Local Security Policy Setting dialog box. Click Add to open the Select User or Groups dialog box. Click the user account that you will use for the install procedure and click Add. Click OK to finish.

A valid DB2 user account can contain up to 30 characters and complies with DB2's naming rules:

  • The username must begin with A through Z, @, #, or $.

  • It cannot contain accented characters.

  • It can contain alphanumeric characters, in lowercase, uppercase, or mixed case, and special characters @, #, $, or _.

  • You can't use these special words: USERS, ADMINS, GUESTS, PUBLIC, or LOCAL or any SQL reserved word.

  • You can't begin the username with IBM, SQL, or SYS.

TIP

Windows Server 2003, Windows 2000, and Windows XP currently have a practical limit of 20 characters.

Performing a Typical Install

Use the Typical install type if you want to install the DB2 components used most often, and if you want to have the DB2 instance and DB2 Administration Server configured to use the communications protocols detected on your system. The Typical install type sets up the DB2 components used most often, including all required components, ODBC support, and commonly used DB2 tools such as the Control Center and the Configuration Assistant. The DB2 instance and the DB2 Administration Server are created and customized to use the protocols detected on your system.

NOTE

You can't selectively uninstall components after the DB2 Setup Wizard completes the installation. If you don't want to install all the components mentioned in the preceding paragraph, see the sections on the Compact and Custom installs later in today's lesson.

To do a Typical DB2 server install on a Windows 2000 workstation, follow these steps:

  1. Log on as a user that meets the requirements for installing DB2. (For more information, see the previous section "Creating a User Account for Installing DB2 Products.")

  2. Shut down any other programs so that the DB2 Setup Wizard can update files as required.

  3. Insert the CD-ROM into the drive. The autorun feature automatically starts the DB2 Setup Wizard. The DB2 Setup Wizard determines the system language and launches the DB2 Setup Wizard for that language.

  4. TIP

    To run the DB2 Setup Wizard in a different language, you need to manually invoke the DB2 Setup Wizard. Choose Start | Run. In the Open text box, type x:setup /i=LANGUAGE, where x: represents your CD-ROM drive, and LANGUAGE represents the two-character country code for your language (for example, EN for English). Click OK.

  5. In the Welcome to DB2 dialog box (see Figure 3.1), you can choose to see the installation prerequisites, the release notes, and an interactive presentation of the product, or you can launch the DB2 Setup Wizard to install the product. Click Install Products to open the Select the Product You Would Like to Install dialog box (see Figure 3.2).

  6. Figure 3.1Figure 3.1 The Welcome to DB2 dialog box.


    Figure 3.2Figure 3.2 The Select the Product You Would Like To Install dialog box.


  7. Choose a DB2 product depending on the type of license you've purchased (the installation instructions are the same whether you're installing the Workgroup or Enterprise Server Edition):

    • Choose DB2 Universal Database Enterprise Server Edition if you want the DB2 server plus the capability of having your clients access enterprise servers such as DB2 for z/OS.

    • Choose DB2 Universal Database Workgroup Server Edition if you want the DB2 server.

    TIP

    Although you can install a DB2 client by following the instructions in this section, it's best if you follow Day 6 when installing a client. The instructions vary slightly.

  8. Click Next. The Welcome to the DB2 Setup Wizard dialog box appears (see Figure 3.3). Click Next to continue.

  9. Figure 3.3Figure 3.3 The Welcome to the DB2 Setup Wizard dialog box.


    The License Agreement opens (see Figure 3.4). Read the agreement carefully, and if you agree, click I Accept the Terms in the License Agreement to continue with the install. Click Next to continue.

  10. Select the installation type you prefer by clicking the appropriate button—for these steps, the Typical button (see Figure 3.5). An estimate of the amount of disk space for each option is shown.

  11. Figure 3.4Figure 3.4 The License Agreement dialog box.


    Figure 3.5Figure 3.5 The Select Installation Type dialog box.


    You also can install the Data Warehousing or Satellite Administration capability options. For the purposes of this book, these features will not be installed. Click Next to continue.

  12. In the Select the Installation Action dialog box, you have a choice to install DB2 on this computer or to save your choices in a response file (see Figure 3.6). Select to install on this computer and click Next to continue.

  13. In the Select Installation Folder dialog box, select a directory and a drive where DB2 is to be installed (see Figure 3.7). Click the Disk Space button to help you select a directory with enough available disk space. (The amount of space required for the product also appears onscreen.) Click the Change button if you need to change the current destination folder. Click Next to continue.

  14. Figure 3.6Figure 3.6 The Select the Installation Action dialog box.


    Figure 3.7Figure 3.7 The Select Installation Folder dialog box.


    NOTE

    If a DB2 Version 8 product is already installed on this computer, you must install subsequent products and components in the same path. The Directory and Drive boxes are disabled if this is the case.

  15. In the Set User Information for the DB2 Administration Server dialog box, enter a username and password that will be used for the DB2 Administration Server (see Figure 3.8).

  16. Figure 3.8Figure 3.8 The Set User Information for the DB2 Administration Server dialog box.


    The DB2 Administration Server uses the username and password provided here to log on to the system and start itself as a service. (You use the DB2 Administration Server to enable remote administration.) The DB2 Setup Wizard checks to see whether the username specified for the DB2 Administration Server exists. If it doesn't, you'll be asked whether you want it created, provided that the username you're using to install DB2 has the Act as Part of the Operating System advanced user right. If it does exist, the DB2 Setup Wizard verifies that the username is a member of the Administrators group and verifies that the password is valid. By default, the Use the Same User Name and Password for the Remaining DB2 Services option is selected. Click Next to continue.

  17. In the Set up the Administration Contact List dialog box (see Figure 3.9), you can indicate where a list of administrator contacts is to be located. The list will consist of the people who should be notified if the database requires attention. Choose Local if you want the list to be created on your computer or Remote if you plan to use a global list for your organization. For the purposes of this book, choose Local.

  18. This dialog box also allows you to enable notification to an SMTP server that will send email and pager notifications to people on the list. For the purposes of this book, do not enable the SMTP server. (This option can be changed after the product is installed.)

    Figure 3.9Figure 3.9 The Set Up the Administration Contact List dialog box.


  19. In the Create a DB2 Instance dialog box (see Figure 3.10), choose to create the default DB2 instance. The DB2 instance is typically used to store application data. Select the Create the DB2 Instance option and click Next to continue.

  20. Figure 3.10Figure 3.10 The Create a DB2 Instance dialog box.


  21. In the Configure DB2 Instances dialog box (see Figure 3.11), you can modify the protocol and startup settings for the DB2 instances. For this step, choose to leave the settings at their default values. The Custom install section gives details on modifying these settings.

  22. Figure 3.11Figure 3.11 The Configure DB2 Instances dialog box.


  23. In the Prepare the DB2 Tools Catalog dialog box (see Figure 3.12), you can select to prepare the tools catalog to enable tools such as the Task Center and Scheduler. Although this step can be performed after the installation, it is best to have it done during the installation. Select Prepare the DB2 Tools Catalog in a Local Database.

  24. Figure 3.12Figure 3.12 The Prepare the DB2 Tools Catalog dialog box.


  25. In the Specify a Contact for Health Monitor Notification dialog box (see Figure 3.13), you can specify the name of the person to be contacted in case your system needs attention. This name can be added and changed after the installation, so select to Defer the Task Until After Installation is Complete. Click Next to continue.

  26. Figure 3.13Figure 3.13 The Specify a Contact for Health Monitor Notification dialog box.


  27. You've given DB2 all the information required to install the product on your system. In the Start Copying Files dialog box (see Figure 3.14), you're given one last chance to verify the values you've entered. Click Install to have the files copied to your system. You also can click Back to return to the dialog boxes that you've already completed to make any changes.

  28. Figure 3.14Figure 3.14 The Start Copying Files dialog box.


  29. The installation progress bars appear onscreen while the product is being installed. After the product is installed, a reboot of your computer is not required, but you do need to stop all programs and restart them. Click the Finish button, as shown in the Setup Is Complete dialog box in Figure 3.15, to complete the installation.

  30. Figure 3.15Figure 3.15 The Setup Is Complete dialog box.


    TIP

    For information on errors encountered during product installation, see the db2.log file, which stores general information and error messages resulting from install and uninstall activities. By default, this file is located in the 'Documents and Settings'<user_account>'My Documents'DB2LOG directory.

The installation program has completed the following:

  • Created DB2 program groups and items (or shortcuts).

  • Registered a security service.

  • Updated the Windows Registry.

  • Created a default instance named DB2, added it as a service, and configured it for communications.

  • Created the DB2 Administration Server, added it as a service, and configured it so that DB2 tools can administer the server. The service's start type was set to Automatic.

  • Activated DB2 First Steps to start automatically following the first boot after installation.

You've completed all the installation steps. Proceed to Day 4, "Getting Started," to verify the installation and to get the system ready for general use.

Performing a Custom Install

Use the Custom install type if you want to choose which DB2 components to install and to configure the DB2 instance and DB2 Administration Server. Through a Custom install, only those components that you select are installed. The DB2 instance and the Administration Server are created and customized to use the protocols detected on your system. The default for a Custom install is to set up all available components and subcomponents.

To set up DB2 server on a Windows 2000 workstation by doing a Custom install, follow steps 1–7 as described in the section "Performing a Typical Install," and then continue with the following steps:

  1. Select the installation type you prefer—for these steps, the Custom option (see Figure 3.16).

  2. Figure 3.16Figure 3.16 The Select Installation Type dialog box.


  3. Select the installation action you prefer (see Figure 3.17). For these steps, choose to have the product installed on this computer. Click Next to continue.

  4. The list of features to be installed on your computer is shown on the Select the Features You Want to Install dialog box (see Figure 3.18). These features are divided into the following categories:

    • Administration tools, including the Control Center, Client Tools, Command Center, Configuration Assistant, Database Tools, Event Analyzer, and DB2 Web Tools.

    • Figure 3.17Figure 3.17 The Select the Installation Action dialog box.


    • Application Development tools, including Development Center, Warehouse Samples, Spatial Extender Samples, Information Catalog Manager Samples, Java Development Kit, Sample Applications, SQLJ Application Development Tools, and SQLJ Samples.

    • Server support, including Apply, Capture, Connect Support, Satellite Control Server, Relational Connect for Informix Data Sources, and Communication protocols.

    • Client support, including Interfaces, Base Client Support, System Bind Files, Satellite Synchronization, Spatial Extender Client, Java Runtime Environment, LDAP Exploitation, XML Extender, and Communication protocols.

    • Business Intelligence, including Data Warehouse tools and Information Catalog Manager Tools.

    • Getting started, including First Steps, Sample Database, Warehouse Sample Database Source, and XML Extender Samples.

    To select the features that you want to install, first expand the category by clicking on the plus sign. Next click on the triangle next to a feature to open the Selection dialog box. If the feature is to be installed, it will have an indicator symbol next to the option name. To deselect the feature, click on the This Feature Will Not be Available option. You will see the indicator symbol turn to an X to indicate that the feature will not be installed. For purposes of this book, simply accept the defaults.

    Figure 3.18Figure 3.18 The Select the Features You Want to Install dialog box.


    TIP

    Be sure to install the Graphical Tools. This book primarily discusses how to use these tools to maintain your databases. If you don't install the tools, you must use the command-line processor to perform these tasks.

    In the lower section of this dialog box, you must select a directory and a drive where DB2 is to be installed. Click the Disk Space button to help you select a directory with enough available disk space. (The amount of space required for the product also appears onscreen.) Click the Change button if you need to change the current destination folder. Click Next to continue.

  5. In the Select the Languages to Install dialog box, you can select to install the online help, user interfaces, and product messages in multiple languages (see Figure 3.19). For the purpose of this book, only the default language is selected. Click Next to continue.

  6. In the Set User Information for the DB2 Administration Server dialog box, enter a username and password that will be used for the DB2 Administration Server (see Figure 3.20).

  7. The DB2 Administration Server uses the username and password provided here to log on to the system and start itself as a service. (You use the DB2 Administration Server to enable remote administration.) The DB2 Setup Wizard checks to see whether the username specified for the DB2 Administration Server exists. If it doesn't, you'll be asked whether you want it created, provided that the username you're using to install DB2 has the Act as Part of the Operating System advanced user right. If it does exist, the DB2 Setup Wizard verifies that the username is a member of the Administrators group and verifies that the password is valid. Click the Use the Same User Name and Password for the Remaining DB2 Services option if you prefer to have one user account for all DB2 services. Click Next to continue.

    Figure 3.19Figure 3.19 The Select the Languages to Install dialog box.


    Figure 3.20Figure 3.20 The Set User Information for the DB2 Administration Server dialog box.


  8. In the Set Up the Administration Contact List dialog box (see Figure 3.21), you can indicate the location of the administrator contact list to be local on this computer or global to your organization. The list will consist of the people who should be notified if the database requires attention. Choose to have the list local to your computer.

  9. This dialog box also allows you to enable notification to an SMTP server that will send email and pager notifications to people on the list. The enablement of the notification of SMTP server is beyond the scope of this book. Click Next to continue.

    Figure 3.21Figure 3.21 The Set Up the Administration Contact List dialog box.


  10. In the Create a DB2 Instance dialog box (see Figure 3.22), choose to create the default DB2 instance. The DB2 instance is typically used to store application data. Click Next to continue.

  11. Figure 3.22Figure 3.22 The Create a DB2 Instance dialog box.


  12. In the Configure DB2 Instances dialog box (see Figure 3.23), you can modify the protocol and startup settings for the DB2 instances. By default, DB2 detects the protocols available on your system and assigns values for each required parameter. To see what DB2 has detected and configured, select an instance and click the Protocols button.

  13. Figure 3.23Figure 3.23 The Configure DB2 Instances dialog box.


    The Instance Communication Protocols dialog box opens. There are three or more tabbed pages on this dialog box, each corresponding to a protocol that was detected on your computer. Figure 3.24 shows the default settings for the TCP/IP protocols. Click on NetBIOS or Named Pipes to see the settings for those protocols.

    NOTE

    The protocol dialog boxes for the DB2 instance and the DB2 Administration Server are similar (only the DB2 Instance dialog boxes are shown here). If you want to customize the values, customize them for both the DB2 instance and the DB2 Administration Server.

    As you can see in the Instance Communication Protocols dialog box in Figure 3.24, DB2 has detected that NetBIOS, TCP/IP, and Named Pipes are installed and configured on this computer. Figure 3.24 shows an example of values assigned to TCP/IP.

    Figure 3.24Figure 3.24 The Instance Communication Protocols dialog box.


    The following parameters are required for the TCP/IP protocol:

    • Hostname—A systemwide TCP/IP parameter that is used to uniquely identify the system in the network. You cannot change this value through DB2.

    • Service name—This is arbitrary and must be unique within the TCP/IP services file. It is used to identify the connection port used by DB2.

    • Port number—This must be unique within the TCP/IP services file.

    The following parameters are required for the NetBIOS protocol:

    • Adapter number—The logical network adapter that is to be used for the NetBIOS connection. The server uses adapter 0 by default.

    • Workstation name—The NetBIOS name of the server workstation. It is chosen arbitrarily, but must be unique among all NetBIOS nodes in the network.

    The Named Pipes protocol requires only one parameter, computer name, which is a systemwide parameter and is assigned when Windows is installed on the system. You cannot change this value through DB2.

    TIP

    For simplicity, keep the values that DB2 assigns for the parameters, but deselect any of the protocols that you don't intend to use by clicking the Do not Configure at this Time option. It takes extra time to start each protocol; if they aren't needed, this is wasted time.

  14. On the Configure DB2 Instances dialog box, you can also set the autostart option. Click the Startup button to open the Startup Options dialog box (see Figure 3.25). By default, the DB2 instance is set to start automatically as a Windows service. For simplicity, keep the default option.

  15. Figure 3.25Figure 3.25 The Startup Options dialog box.


    TIP

    If you intend to use DB2 each time you boot your system, choose to have the DB2 instance started automatically (to reduce the number of steps you need to perform each time you boot your system). If you'll use DB2 only occasionally, choose to have it manually started. (To learn how to start the DB2 instance, see Day 4.)

  16. In the Select the Metadata You Want to Prepare dialog box (see Figure 3.26), you can choose to prepare the tools catalog and the warehouse control database. Choose to prepare the DB2 tools catalog to enable the Task Center and Scheduler.

  17. Figure 3.26Figure 3.26 The Select the Metadata You Want to Prepare dialog box.


    Accept the defaults for the location of the DB2 tools catalog, as shown in Figure 3.27. Click Next to continue.

  18. In the Specify a Contact for Health Monitor Notification dialog box, you can specify the name of the person to be contacted in case your system needs attention. This name can be added and changed after the installation, so select the Defer the Task Until After Installation Is Complete option (see Figure 3.28).

  19. Figure 3.27Figure 3.27 The Specify a Local Database to Store the DB2 Tools Catalog dialog box.


    Figure 3.28Figure 3.28 The Specify a Contact for Health Monitor Notification dialog box.


  20. In the Request Satellite Information dialog box, you can provide information to set up the satellite server. Setting up the satellite server is beyond the scope of this book. Click Next to continue.

  21. You've given DB2 all the information required to install the product on your system. In the Start Copying Files dialog box (see Figure 3.29), you're given one last chance to verify the values you've entered. Click Install to have the files copied to your system. You also can click Back to return to the dialog boxes that you've already completed to make any changes.

  22. Figure 3.29Figure 3.29 The Start Copying Files dialog box.


  23. The installation progress bars appear onscreen while the product is being installed. After the product is installed, a reboot of your computer is not required, but you should stop all active programs before starting DB2. Click Finish, as shown in the Setup Is Complete dialog box in Figure 3.30, to complete the installation.

  24. Figure 3.30Figure 3.30 The Setup Is Complete dialog box.


    TIP

    For information on errors encountered during product installation, see the db2.log file, which stores general information and error messages resulting from install and uninstall activities. By default, this file is located in the 'Documents and Settings'<user_account>'My Documents'DB2LOG directory.

The installation program has completed the following:

  • Created DB2 program groups and items (or shortcuts).

  • Registered a security service.

  • Updated the Windows Registry.

  • Created a default instance named DB2, added it as a service, and configured it for communications. If you selected to automatically start the DB2 instance at boot time, the service's startup type was set to Automatic; otherwise, it was set to Manual.

  • Created the DB2 Administration Server, added it as a service, and configured it so that DB2 tools can administer the server. The service's start type was set to Automatic.

  • Activated DB2 First Steps to start automatically following the first boot after installation.

You've completed all the steps for a Custom install. Go to Day 4 to verify the installation and to get the system ready for general use.

Performing a Compact Install

The steps to perform a Compact installation are the same as for performing a Typical installation, except for the installed product components. During a Compact installation, only the required components are installed, which greatly reduces the amount of disk space required for the product but also greatly reduces the functionality available. For example, the Graphical Tools aren't installed during a Compact installation.

TIP

Use Compact installation on systems where you use another application to interface to the database. For example, if you're planning to use Microsoft Access as the interface to DB2, you might not want to use the DB2 tools or online documents.

Now that you've successfully installed DB2, see Day 4 to get started with DB2 databases.

Installing the Product Information library

Before you can view the product documentation, you must install the DB2 HTML documents using these steps:

  1. Double-click on the setup.exe icon located in the DOC folder. This launches the IBM DB2 Setup Launchpad.

  2. Click the Install Products option to open the Select the Product you Would Like to Install dialog box. Click DB2 HTML Documentation. Click Next to continue.

  3. On the Welcome to DB2 Setup Wizard dialog box, click Next to continue.

  4. On the Select the Installation Action dialog box, choose the Install DB2 HTML Documentation on this Computer option and click Next to continue.

  5. On the Select the HTML Documentation Components that you Want to Install dialog box, you can choose the books that you want to install on your system. If you have unlimited disk space, it is recommended to install all the HTML books. This is the default. The entire set of books requires 141 MB of free disk space. Choose a destination folder and click Next to continue.

  6. On the Select Languages to Install dialog box, you can select one or more language options for the HTML documentation. For the purposes of this book, leave the default language selected and click Next to continue.

  7. On the Start Copying Files dialog box, you are shown a complete list of the HTML documents that will be installed on your computer. Click Install to continue.

  8. The Setup Is Complete dialog box appears when the installation of the HTML documents is complete. Click Finish to continue. You do not need to reboot your computer after installation.

Modifying, Repairing, or Removing DB2

If you start the DB2 Setup Wizard on a computer where DB2 Version 8 is already installed, you are presented with the Program Maintenance dialog box, as shown in Figure 3.31.

From this screen, you can change the program features that are currently installed, repair any installation errors in the program, or remove DB2 from your computer.

Figure 3.31Figure 3.31 The Program Maintenance dialog box.




Summary

Today you saw that you must use a valid DB2 username when using and installing DB2. The username must be fewer than 20 characters long or have the Act as Part of the Operating System advanced user right.

The three different installation types are Custom, Compact, and Typical. Normally, you would use the Typical install type, but you should understand what the options are to ensure that this install type is right for you.

DB2 requires a username and password to be specified for the Administration Server.

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This was first published in February 2004

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