Overview#

The Automate Installation Guide (this document) provides details and steps for fresh installs of the Automate system - three install options are provided:

Note

  • Use the Upgrade Guide with Delta or Patch Bundle to upgrade to a maintenance release, for example, 24.2-PB2.

  • Use the Upgrade Guide with ISO and Template to upgrade to a major version release, for example, 24.1, 24.2.

  • For cluster installations, also refer to the Health Checks for Cluster Installations Guide.

  • Before installing, review the release notes for the relevant version.

Automate can be deployed in either a test single node topology or a multi-node cluster with high availability and disaster recovery capabilities. This guide is aimed at technical and operational personnel responsible for the deployment of the Automate system. This guide describes the product in general and is not specific to a particular deployment/solution. Details may vary depending on the installation environment.

@startuml 'Automate Installation Process Flowchart !include style.iuml start :[[../src/user/install/concepts-install-introduction.html#overview Review install types]]; :[[../src/user/best-practices/best-prac-architecture.html Review deployment topologies]]; if (Cloud deployment?) then (Yes) if (Cloud deployment type?) then (Azure) :[[../src/user/install/automate-azure-deployment.html Azure cloud install]]; else (AWS) :[[../src/user/install/automate-aws-deployment.html AWS cloud install]]; endif else (No) :On-prem install; note left * [[../src/user/install/index-enterprise.html#hardware-specifications Review hardware specifications]] * [[../src/user/install/install-details.html Platform-install OVA on new VM]] * [[../src/user/install/index-enterprise.html#install-voss-automate Install VOSS Platform]] end note endif fork if (Netflow Management install?) then (Yes) :[[../src/user/install/index-enterprise.html#netflow-management-collection-server-installation Netflow Collection Server install]]; else (No) endif fork again if (UC Monitoring install?) then (Yes) :[[../src/user/uc-monitoring/index-arbitrator-install.html Collector (Arbitrator) install]]; else (No) endif end fork :Template install steps; note right * [[../src/user/install/index-enterprise.html#unified-node-topology-installation Install unified node topology]] * [[../src/user/install/index-enterprise.html#modular-cluster-topology-installation Install modular cluster topology]] end note :[[../src/user/concepts-global-settings.html#enabled-solutions Product setup]]; note right Products are setup as enabled solutions or services in Global Settings. * UC Automation * UC Analytics * UC Monitoring * Contact Center Management * Netflow Management end note end @enduml