TDM Installation and Initial Configuration

This document describes the installation guidelines and the initial configuration activities required for a new TDM installation or an upgrade of TDM to the current version.

TDM On-Prem Installation

Prerequisites

Linux Installation

The following components must be installed as a prerequisite:

  • Fabric Server - TDM 9.1 works with Fabric 8.1 and above. Read here.
  • PostgreSQL DB - the TDM DB tables are created on a PostgreSQL DB. PostgreSQL v13 or v15 versions are certified. For more details, read here.

Docker Installation

Click here to open the TDM 9.1 Docker Installation document.

Import the TDM Library

Both TDM layers - backend and frontend - are included in the TDM library from v7.6 onwards. Download the TDM Library from the download links, import and deploy it. Use the Import All option to import the TDM LU.

Click here for instructions on how to import and deploy the TDM Library.

TDM Web Application

Import the updated TDM LU to the Fabric project and deploy it to Fabric. Use the Import All option to import the TDM Portal (self-service) code (stored in the web subfolder) into the TDM LU. The deployment of the TDM LU also deploys the TDM Portal to Fabric and adds it to the web applications in your Fabric web framework.

Click for more information about Fabric Web Framework.

Create the TDM PostgreSQL DB (in case of a new installation)

  • From TDM 7.6 onwards, TDM creates the TDM DB objects by the TDM LU's deploy flow:

    • It creates the TDM DB tables, sequences, views, and functions.

    Notes:

    • You must set the BUILD_TDMDB Global to true in order to create the TDM DB by the TDM deploy flow.
    • You must set the POSTGRESQL_ADMIN interface to be active in order to create the TDMDB database and 'tdm' user (role) in the postgreSQL DB.

Upgrade the TDM PostgreSQL DB (if not a new installation)

  • Deploy the TDM LU to the Fabric server. The TDM deploy flow runs the Run the RunTDMDBUpgradeScripts flow. Before the deploy, verify that the TDM interface is updated with the TDM DB connection details.
  • For more details, read TDM Upgrade Document.

Create K2masking Keyspace

The k2masking keyspace is needed for a TDM implementation in order to support masking or sequence handling. The k2masking keyspace is automatically created by the TDM LU's deploy.flow upon the deployment of the TDM LU to Fabric. Alternatively, you can run the masking-create-cache-table.flow from the library of Broadway examples or run the create_masking_cache_table.sql of the TDM Library to create the K2masking keyspace if needed.

Add Permission Groups Mapping to the TDM

The TDM Portal application is pre-integrated with Fabric Web Framework. The user logs into the Fabric Web Framework and Fabric authenticates the user. The TDM Portal gets the user id and the user's Fabric roles from the user's session and identifies the user type (Permission Group) by their Fabric roles.

The mapping of each Fabric role to a TDM Permission Group is done by the Permission Groups Mapping TDM window and is kept in permission_groups_mapping TDM DB table.

After installing TDM, the admin user must log into the TDM Portal, open the Permission Groups Mapping window and define the Permission Group mapping of each user's group (= Fabric role). This process is done in order to enable the TDM users to work properly on the TDM Portal, based on their Permission Groups.

TDM Cloud Installation

Open the Fabric 8.1 Web Studio, click the Extension icon, and select TDM to install the TDM 9.1 library.

Click here for more information about Fabric's extensions.

TDM AI Installation

Click here to open the TDM AI installation document.

TDM Initial Configuration

Configure the Fabric's System DB including the Masking DB Global

  • TDM can work on either 1 of the following 2 Fabric system DBs:

    • Cassandra
    • PostgreSQL
  • A new Global has been added in TDM 8.1 - SEQ_CACHE_INTERFACE. This Global is populated with the DB interface of the k2masking DB (PostgreSQL or Cassandra) and must be aligned with Fabric’s system DB. TDM 9.x sets the POSTGRESQL_ADMIN as a default value in this Global:

    • If you use Cassandra as Fabric’s system DB, you must edit the SEQ_CACHE_INTERFACE Global and update its value to DB_CASSANDRA.

    • If you wish to use the PostgreSQL DB as Fabric system DB, do the following:

    • Open Fabric’s config.ini file and edit the [system_db] section’s attributes including the SYSTEM_DB_DATABASE attribute to be aligned with the POSTGRESQL_ADMIN DB interface.

Tables’ Processing - Increase the Maximum Number of Records

  • If you need to process tables (with or without entities) by the TDM tasks, note that the default limitation on number of processed records is 100K records. If your tables have a higher number of records, do the following:

    • Open the config.ini file and edit the [broadway] section – add the MAX_CONCRETE_ARRAY_SIZE attribute and set its value with a value higher than 100,000; for example:
    MAX_CONCRETE_ARRAY_SIZE=50000000
    
    • Restart Fabric.

TDM Installation and Initial Configuration

This document describes the installation guidelines and the initial configuration activities required for a new TDM installation or an upgrade of TDM to the current version.

TDM On-Prem Installation

Prerequisites

Linux Installation

The following components must be installed as a prerequisite:

  • Fabric Server - TDM 9.1 works with Fabric 8.1 and above. Read here.
  • PostgreSQL DB - the TDM DB tables are created on a PostgreSQL DB. PostgreSQL v13 or v15 versions are certified. For more details, read here.

Docker Installation

Click here to open the TDM 9.1 Docker Installation document.

Import the TDM Library

Both TDM layers - backend and frontend - are included in the TDM library from v7.6 onwards. Download the TDM Library from the download links, import and deploy it. Use the Import All option to import the TDM LU.

Click here for instructions on how to import and deploy the TDM Library.

TDM Web Application

Import the updated TDM LU to the Fabric project and deploy it to Fabric. Use the Import All option to import the TDM Portal (self-service) code (stored in the web subfolder) into the TDM LU. The deployment of the TDM LU also deploys the TDM Portal to Fabric and adds it to the web applications in your Fabric web framework.

Click for more information about Fabric Web Framework.

Create the TDM PostgreSQL DB (in case of a new installation)

  • From TDM 7.6 onwards, TDM creates the TDM DB objects by the TDM LU's deploy flow:

    • It creates the TDM DB tables, sequences, views, and functions.

    Notes:

    • You must set the BUILD_TDMDB Global to true in order to create the TDM DB by the TDM deploy flow.
    • You must set the POSTGRESQL_ADMIN interface to be active in order to create the TDMDB database and 'tdm' user (role) in the postgreSQL DB.

Upgrade the TDM PostgreSQL DB (if not a new installation)

  • Deploy the TDM LU to the Fabric server. The TDM deploy flow runs the Run the RunTDMDBUpgradeScripts flow. Before the deploy, verify that the TDM interface is updated with the TDM DB connection details.
  • For more details, read TDM Upgrade Document.

Create K2masking Keyspace

The k2masking keyspace is needed for a TDM implementation in order to support masking or sequence handling. The k2masking keyspace is automatically created by the TDM LU's deploy.flow upon the deployment of the TDM LU to Fabric. Alternatively, you can run the masking-create-cache-table.flow from the library of Broadway examples or run the create_masking_cache_table.sql of the TDM Library to create the K2masking keyspace if needed.

Add Permission Groups Mapping to the TDM

The TDM Portal application is pre-integrated with Fabric Web Framework. The user logs into the Fabric Web Framework and Fabric authenticates the user. The TDM Portal gets the user id and the user's Fabric roles from the user's session and identifies the user type (Permission Group) by their Fabric roles.

The mapping of each Fabric role to a TDM Permission Group is done by the Permission Groups Mapping TDM window and is kept in permission_groups_mapping TDM DB table.

After installing TDM, the admin user must log into the TDM Portal, open the Permission Groups Mapping window and define the Permission Group mapping of each user's group (= Fabric role). This process is done in order to enable the TDM users to work properly on the TDM Portal, based on their Permission Groups.

TDM Cloud Installation

Open the Fabric 8.1 Web Studio, click the Extension icon, and select TDM to install the TDM 9.1 library.

Click here for more information about Fabric's extensions.

TDM AI Installation

Click here to open the TDM AI installation document.

TDM Initial Configuration

Configure the Fabric's System DB including the Masking DB Global

  • TDM can work on either 1 of the following 2 Fabric system DBs:

    • Cassandra
    • PostgreSQL
  • A new Global has been added in TDM 8.1 - SEQ_CACHE_INTERFACE. This Global is populated with the DB interface of the k2masking DB (PostgreSQL or Cassandra) and must be aligned with Fabric’s system DB. TDM 9.x sets the POSTGRESQL_ADMIN as a default value in this Global:

    • If you use Cassandra as Fabric’s system DB, you must edit the SEQ_CACHE_INTERFACE Global and update its value to DB_CASSANDRA.

    • If you wish to use the PostgreSQL DB as Fabric system DB, do the following:

    • Open Fabric’s config.ini file and edit the [system_db] section’s attributes including the SYSTEM_DB_DATABASE attribute to be aligned with the POSTGRESQL_ADMIN DB interface.

Tables’ Processing - Increase the Maximum Number of Records

  • If you need to process tables (with or without entities) by the TDM tasks, note that the default limitation on number of processed records is 100K records. If your tables have a higher number of records, do the following:

    • Open the config.ini file and edit the [broadway] section – add the MAX_CONCRETE_ARRAY_SIZE attribute and set its value with a value higher than 100,000; for example:
    MAX_CONCRETE_ARRAY_SIZE=50000000
    
    • Restart Fabric.