SAM Installation and Configuration Overview

The installation of a SAM station is described in several steps:

System Preparation: Software that must be installed and functioning properly before you can begin to install SAM software.
SAM Software: Installation of the sam software components.
SAM Configuration: Configuration of SAM system, including all environmental variables required for each software component you are running.
SAM Bootstrap: Installation, configuration and startup of SAM station components.
File Transfer: Installation and configuration of the appropriate file transfer mechanisms to be used by SAM on your system.
Station Configuration: Final steps required in order to start your station.

Each of these steps is described in detail under the appropriate link.

Required System Preparation:

sam account: Your system must have a 'sam' account, UID 7816.

Firewalls: the sam client and servers must be able to connect to a restricted number of hosts and ports. For more information see the SAM-Grid Manual at paragraph "Open Ports for Incoming TCP connections".

UPS/UPD: Your system must be running ups and upd, the Fermilab product distribution mechanism. Documentation and installation instructions are available from http://www.fnal.gov/docs/products/ups/.
The minimum recommended versions are ups v4_6_2 and upd v4_6.
If you want any SAM station servers to be started at boot time, your system will need to be configured such that "ups startup" is called during system boot. This is something that must be done by the system administrator, and is documented in the ups documentation.

Troubleshooting:
Are funny things happening with your ups installation? Are you on a Linux box, and was it recently upgraded to ups v4_6 from an earlier release? If so, you may be running multiple incompatible versions of ups. To check:
   $ ups list -aK+ ups
   "ups" "v4_5_4" "Linux+2.2" "" "current" 
   "ups" "v4_6_2" "Linux+2" "" "current" 
If, as in this example, you have more than one version of ups declared as 'current', you will need to undeclare earlier releases:
   $ ups undeclare ups v4_5_4 -f Linux+2.2 -y  # remove the old one completely
or
   $ ups undeclare -c ups -f Linux+2.2         # remove only the 'current' chain
                                               #  from the older version
UPD Configuration issues (obsolete). Prior to SAM v4_1_x, it was important to make sure that your upd configuration included product name, version, flavor, and qualifier in the path to the product directory. This is no longer an issue, as:

newer releases of upd have a default configuration which includes this information,

sam no longer uses qualifiers in the distribution releases.

SAM Software Installation Overview:

SAM Client components: In order to use any 'sam' command, you must install and configure the client packages.
```
   $ setup upd
   $ upd install -G -c sam
   $ ups tailor sam
```
Follow the menu, and add necessary SAM configurations. For example, for running station servers choose the "D0 Production Station Server" as base configuration, "station_prd" as new qualifier. For users, choose the "D0 Production User" configuration, with "prd" as the new qualifier. The "prd" configuration can be set as default for "setup sam".
See the SAM Configuration documentation for further information on tailoring the SAM environment.

SAM Station components: In order to run a station or file storage server, you must install and configure the necessary station components.
```
   $ setup upd
   $ upd install -G -c sam_bootstrap
   $ ups tailor sam_bootstrap
```
Note that the server environment has to correspond to one of the sam_config qualifiers (e.g., "station_prd") which are added during the "ups tailor sam" phase.
See the SAM Bootstrap documentation for further information on tailoring the station components.

SAM File Transfer components: In order for SAM to be able to transfer files to and from your station, you must install the sam_cp wrapper and at least one of the available underlying protocols:

   $ setup upd
   $ upd install -R -G -c sam_cp         # INSTRUCTIONS NOT YET WRITTEN!!!

   $ upd install -G -c sam_bbftp         # if you plan to use the bbftp protocol
                                         #  for transfers to/from your station

   $ ups tailor sam_bbftp                # INSTRUCTIONS NOT YET WRITTEN

   $ upd install -G -c sam_kerberos_rcp  # if you will be using Fermilab kerberos
                                         #  authentication for file transfers
                                         # INSTRUCTIONS NOT YET WRITTEN

   $ upd install -G -c sam_encp          # if you have direct access to the Fermilab
                                         #  Enstore MSS system

For sam_gridftp and further information on configuring the necessary file transfer components, see the File Transfer documentation.