Jama Connect® Installation Checklist v9.17 release

Author: Amanda Jennewein

Date: April 2025

Audience: Self-hosted System Administrators, Database Administrators

Environmental details: Self-hosted - KOTS, Jama Connect® v9.17

Summary

This document outlines the key requirements for installing the Jama Connect® application on-premises. It includes sections on preparation and the various phases of the installation process. For further details, please refer to Installing and Upgrading Jama Connect® v9.17.x (KOTS). 

Preparation

1. Operating System

Jama Software® supports the installation of Jama Connect on Linux OS:

• Ubuntu 22.04 or 22.04.3 LTS: update memory settings for Elasticsearch to 6GB Maximum Memory and 8GB Maximum Memory for Container (Recommended).
• RedHat 9.2 or 9.4 (only when RHEL Container Tools are not installed).
• It cannot be configured with less RAM or CPU than recommended. 

2. Database Server

Jama Software supports Jama Connect with these databases hosted on a separate server:

• MySQL 8.0.32 (Recommended)
• Microsoft SQL Server 2022

3. DNS Records for Jama Connect and Database servers must be configured. 

4. Email / Collaboration

• SMTP relay connection info, or
• IMAP mailbox connection info

5. SSL/TLS Certificate

• Must be in PEM format (base64 encoded x.509)
• Private key
• Primary certificate, make sure to include all SANs, not the full chain
• CA chain
• All intermediate and Root CA certificates, not the full chain

6. User Authentication

• Basic
• Crowd 5.2
• AD/LDAP
• SAML

7. Internet Access

• Installing and upgrading the Jama Connect application and renewing and updating the license require internet access. 
• Contact your Jama Software Customer Success Manager if you require assistance installing in an AirGap environment. 

8. Disk Management

• Each Jama Connect node must have a minimum of 200GB
• Docker and Replicated volumes store data that can be replaced, whereas the data in the data and logs volumes cannot. At a minimum, you must backup the /data volumey.

Installation Tasks

1. Prepare application and database servers
2. Install and configure the database
3. Configure memory settings for Elastic Search
4. Install KOTS and Jama Connect
5. Provision Industry Dataset
6. Create a Replicated Snapshot

Post Installation Tasks

1. Configure email/collaboration settings
2. Configure user authentication
3. Add an "Organizational Admin" account
4. Test user authentication
5. Test email/collaboration feature

Backup / DR Information

Do not clone one Jama Connect server; you can create a different stage environment. Only use a clone/snapshot to restore it. The Jama Connect application is ephemeral and stateless, and the server's database information is in the database. 

The application's Backup/Export options can be used to create additional staged environments or refresh a staged environment with data from the production instance.

Do not use native database tooling, as manual changes are required to the database before the application can connect to it. The Jama Connect backup feature uses automation when being restored on another staged environment. The/data volume on an exported filesystem can replace the entire application server without any data loss. The data is in the database and the /data directory.

Minimum Recommended Specs for Deploying Jama Connect

Application Server:

• 16 vCPU
• 64GB RAM
• 256GB Storage (Flat partitioning scheme preferred, /var must NOT be symlinked or restricted in capacity)

Database Server:

• 8 vCPU
• 24GB RAM
• Storage depends on the dataset; 128GB is recommended.

If AirGapped, download the AirGapped install file: 

https://k8s.kurl.sh/bundle/jama-k8s-standardkots.tar.gz ahead of installation

Additional Information 

Self-hosted customers can install and upgrade Jama Connect® independently by following the step-by-step instructions provided in our official Jama Software documentation.

Jama Software also offers guided installation or upgrade services for customers who prefer additional assistance. Our experts deliver these services and are available for an additional fee. To explore these options, please reach out to your Jama Software Customer Success Manager, who can provide more details and help coordinate next steps.

References

• Installing and Upgrading Jama Connect® v9.17.x (KOTS)
• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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