Configuring the Application with the Setup Tool

After you've installed the application, you finish setting it up by using the setup wizard. Through the wizard, you do the configuration necessary in order to get the application up and running. This includes entering information about your license, database connection, user identity system, email system, and system admin credentials.

After you've successfully finished with the wizard, the application is set up to run. For a brand new community, when you next log in to the end user UI you'll have a chance to create an administrator's profile, basic user interface theme, and simple space hierarchy. You can also send invitations to people you think might be good to have as members. For more information, see Personalizing the Community.

Starting the Setup Tool

If you've just installed, the setup tool will run the first time you access the application. If you've already completed the setup process and need to use the tool again to configure LDAP, do the following:

  1. Stop the jive-application service from the command prompt: /etc/init.d/jive-application stop
  2. Edit /usr/local/jive/applications/sbs/home/jive_startup.xml so that the <setup> element has the value "false" (meaning "setup has not been run").
  3. Start the jive-application service from the command prompt: /etc/init.d/jive-application start
  4. Point your browser at Jive SBS using the URL above and rerun the setup tool.

License Settings

Enter the license key you purchased (you can retrieve your purchased keys by logging into www.jivesoftware.com) or click continue to accept the local system license.

On the License Reporting page, choose whether to have your report sent automatically or to send it manually. Given that periodically sending license report is required, having it sent automatically might save you the trouble of having to remember to send it. On this page, you also opt in or out of community health reporting, which provides feedback to the development team. Finally, specify whether this will be a production or development instance.

For more about license reporting, including what the reports include, be sure to see Managing the Deployment License.

License reporting

Database Settings

Specify how to connect to the application database. You can use the included local system database or you can choose an external database. If you choose the standard database connection or JNDI datasource, you'll be prompted for required settings after you click Continue. Here's an example of a standard connection configuration:

DB setup

User Settings

Specify the system that the application should use for user and group data. For the Default option, the setup tool will use the user and group database tables from the application database. For the LDAP option, you'll be prompted to enter information for your LDAP server (such as host, base distinguished name (DN), and so on). Be sure to see LDAP and Active Directory Guide for details on setting up an LDAP or Active Directory connection.

For the Custom option, you'll be prompted to give the names of your implementations of interfaces from the Jive Software API (such as com.jivesoftware.base.UserManager) for user system access.

Other Settings

Specify defaults for feeds (such as RSS) and email sent and received by the application. The application can send email when a account is created for a new user, for email notifications, and so on. Specify the "From" name and email address that should be used in these emails, as well as the SMTP host and port that should be used. The application can also be configured to receive email, such as when a user posts a discussion response via email. To get these emails, the application needs a client account; specify those details here.

You'll be able to change these settings later via the admin console.

Set site basics such as its URL, name, and so on.

Setting Description
Site URL The URL that people can enter in the browser address bar to the reach the community.
Space Name The name that should be displayed as the name of the community, such as on the home page.
Server Email Name The name displayed in the From box in email sent from the community, such as to welcome new users.
Server Email Address The email address for the sender in email sent from the community.

Set details for handling outgoing email. For more on mail server configuration, see Configuring Outgoing (SMTP) Email.

Setting Description
Email Host Host name of an SMTP email server that the community will use to send email.
Email Port Port to be used for sent email.

Set details for handling incoming email. For more information, see Configuring Support for Content Posted Via Email.

Setting Description
Client Protocol Select the protocol used by the incoming email server that the community will use when receiving email to post discussion replies.
Client Account Host Host name of the incoming email server.
Client Account Port Port of the incoming email server.
Username Username for authenticating with the incoming email server.
Password Password for authenticating with the incoming email server.

If you'll be using an Openfire XMPP server, enter the shared secret for connecting here. For more information, see Configuring Openfire Integration.

Setting Description
Shared Secret The shared secret to be used for connecting with an Openfire XMPP server.

Admin Account

Specify the system administrator's name, email, and password. Be sure to change the admin email password from the default value, which is "admin".

Note: After you finish with the setup tool, you'll be prompted to restart to the application. You can do this using the appstop and appstart commands from a command prompt as the jive user on the target computer. Here's an example:
[root@targethost ~]# sudo su - jive
[1016][jive@targethost:~]$ appstop sbs
sbs stopped successfully.
[1016][jive@targethost:~]$ appstart sbs
sbs started successfully.