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Checklists

Production Environment: Pre-Installation Prerequisite Checklist

For production environments, prepare the following infrastructure prerequisites before the actual Joget DX installation. General instructions are available at Server Clustering Guide, but actual steps depend on the products used.



Notes

Status

1

Operating System

Prepare a supported Windows or Linux OS environment.


2

Java

Install a supported Java LTS version i.e. Java 11 or Java 17.


3

Application Server

Install a supported Java EE application server e.g. Apache Tomcat 9.


4

Database Server

Install a supported RDBMS server and obtain the database connection credentials for Java JDBC:

  • JDBC URL
  • JDBC Username
  • JDBC Password

Ensure that the database user has full permissions to create tables in the database.


5

File Storage

Prepare file storage for the Joget “wflow” directory to store configuration and runtime files.

Ensure there are sufficient read and write permissions for the application server OS user.

For clustering, this directory must be shared between all servers e.g. using NFS or SMB.


6

Load Balancer / Reverse Proxy

Prepare a load balancer or reverse proxy to forward requests to the application servers.


Production Environment: Joget DX Platform Installation Checklist

Ensure that all the prerequisites have been completed before beginning. 

The installation steps for Joget DX are listed below:



Notes

Status

1

Joget DX WAR Deployment

Deploy the Joget DX WAR file to the application servers. 

Actual steps depend on the specific application server, e.g. for Apache Tomcat the WAR is deployed in the apache-tomcat/webapps directory. 

The WAR files can be obtained from Downloads or from Enterprise Support.


2

Joget DX Java VM Configuration

Ensure that the Java VM configuration is configured according to Deployment and Configuration, with particular attention to the wflow.home directory path and the Java VM memory settings.


3

Joget DX Datasource Configuration

Connect to the database server following Setting Up Database.


4

Joget DX License Activation

Activate the license following Activate Joget DX License


Production Environment: Post-Installation Checklist

Once Joget DX has been installed, perform these post-installation steps. Actual steps depend on the products used.



Notes

Status

1

Application Server Service Startup Configuration

Configure the application server to startup automatically e.g. Installing Apache Tomcat as a Windows Service. Ensure that the service user has full read and write permissions to the file storage.


2

Load Balancer / Reverse Proxy Configuration

Configure the load balancer or reverse proxy to forward requests to the application server e.g. NGINX as Reverse Proxy or Apache HTTPD as Reverse Proxy


3

DNS Configuration

Configure the DNS to map domain names to the load balancer or reverse proxy.


4

HTTPS Configuration

Configure HTTPS for secure traffic. Highly recommended to configure HTTPS at the load balancer or reverse proxy instead of app server.


5

Application Server Session Replication

For clustering, configure session replication in the application servers e.g. Configure Apache Tomcat Session Replication


6

LDAP / Active Directory Configuration

If applicable, configure integration to LDAP or Active Directory following LDAP Directory Manager or Sync LDAP Directory Manager


7

Backup Configuration

Configure backup procedures to backup the database and file storage on a scheduled basis e.g. Backup, Restore and Disaster Recovery


8

Monitoring Configuration

Configure monitoring tools to monitor the uptime, resource usage and performance of the environment.


9

Security Hardening

Perform the desired security hardening for all infrastructure components.


Troubleshooting: Common Issues Checklist



Notes

Status

1

Database Credentials

Ensure that the database authentication credentials are correct and that it can be accessed from the application server. 

 


2

Database Permissions

Ensure that the database user has full permissions to create tables in the database.


3

Directory File Permissions

Ensure that the shared file storage has full read and write permissions for the application server OS user.


4

Port Conflicts

Ensure that there are no other services already running on ports for the different infrastructure components.


5

Network Restrictions

Ensure that there are no network restrictions preventing connections between the different servers.


6

Disk I/O and Network Latency 

Ensure that there are no network latency or disk I/O issues, especially for the shared file storage and connectivity to the database server.


7

Load Balancer or Reverse Proxy Configuration

Ensure that the load balancer or reverse proxy is forwarding requests to the application server transparently without unnecessarily changing the request body or headers.


8

Java VM Configuration

Ensure that there is sufficient memory allocated to the Java VM according to planned usage.



Please refer to Advanced Installation Guide for extra installation options.




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