Connect Deploy to Your Infrastructure

This guide describes how to connect Deploy to hosts in your infrastructure where your middleware is running. Deploy supports various connection protocols and host types to accommodate different infrastructure setups.

General Connection Process

To connect Deploy to any host in your infrastructure, follow these general steps:

1. Identify your host type and required connection protocol
2. Configure the connection parameters
3. Set up authentication
4. Verify the connection

Connection Types

Deploy supports multiple connection types depending on your infrastructure:

• Remote shells (SSH, WinRM)
• File transfer protocols (SFTP, CIFS, SMB)
• Mainframe connections
• Custom protocols through plugins

Example Configurations

Here are some common connection scenarios:

Example 1: Unix Host Using SSH

To connect to a Unix host using SSH:

1. In the left pane, click Explorer.
2. Hover over Infrastructure, click , then select New > overthere > SshHost. A new tab appears.
3. In the Name field, enter a name for the host.
4. Select UNIX from the Operating system list.
5. Select the Connection Type:
   • Select SCP, if the user that will connect to the host, will have privileges to manipulate files and execute commands.
   • Select SU, if the user that will connect to the host, can use su to log in as one user and execute commands as a different user.
   • Select SUDO or INTERACTIVE_SUDO, if the user that will connect to the host can use sudo to execute commands as a different user. For more information, see Set up SSH.
6. In the Address field, enter the IP address of the host.
7. In the Port field, enter the port on which Deploy should connect to the host. The default is port is 22.
8. In the Username field, enter the user name that Deploy should use when connecting to the host.
9. In the Password field, enter the user's password.
10. If you chose the connection type SU, SUDO, or INTERACTIVE_SUDO, go to the Advanced section and enter the user name and password that Deploy should use.
11. Click Save.

Example 2: Windows Host Using WinRM

To check if WinRM is installed on the host, see Versions of Windows Remote Management for the host's version of Windows.

If WinRM is not installed, for information on how to install it, see Using CIFS, SMB, WinRM, and Telnet. Then follow the steps below to connect Deploy to the host.

To connect to a Windows CIFS or SMB host using WinRM:

1. In the left pane, click Explorer.
2. Hover over Infrastructure, click , then select New > overthere > and one of the following:
   • CifsHost
   • SmbHost A new tab appears.
3. In the Name field, enter a name for the host.
4. In the Operating system list, select WINDOWS.
5. Select the Connection Type:
   • If the computer where you installed Deploy does not run Windows, select WINRM_INTERNAL.
   • If the computer where you installed Deploy runs Windows, select WINRM_NATIVE.

note

The WINRM_NATIVE option requires that Winrs is installed on the computer where Deploy is installed. This is only supported for Windows 7, Windows 8, Windows Server 2008 R2, and Windows Server 2012.

6. In the Address field, enter the IP address of the host.
7. Optionally, in the Port field, enter the port on which Telnet or WinRM runs.

note

You can change the port on which the CIFS or SMB server runs in the CIFS or SMB section. The default is 445.

8. In the Username field, enter the user name that Deploy should use when connecting to the host.
9. In the Password field, enter the user's password.

note

For more information on required user permissions, see Using CIFS, SMB, WinRM, and Telnet.

10. Click Save.

Establishing Other Connections

When setting up connections to other types of hosts:

1. In the left pane, click Explorer
2. Hover over Infrastructure, click , then select New
3. Choose the appropriate connection type for your host
4. Configure these essential parameters:
   • Name: A unique identifier for the host
   • Operating System: The host's operating system
   • Connection Type: The protocol to use
   • Address: The host's IP address or hostname
   • Port: The port number for the connection
   • Authentication: Credentials or keys as required
5. Add any protocol-specific configuration verification process

Best Practices

• Always use the minimum required permissions
• Store sensitive credentials securely
• Test connections before deploying
• Use standard ports when possible
• Document custom configurations

Troubleshooting

If you encounter connection issues:

1. Verify network connectivity
2. Check credentials and permissions
3. Confirm protocol support on the target host
4. Review protocol-specific logs
5. Consult the troubleshooting guides:
   • Troubleshoot an SSH connection
   • Troubleshoot a WinRM connection

Verify the Connection

After you configure the host, verify that Deploy can connect to it:

1. In the left pane, click Explorer.
2. In Infrastructure, hover over the host, click , then select Check connection. A new tab appears with the steps that Deploy will execute to check the connection.
3. Click Execute. Deploy verifies that it can transfer files to the host and execute commands on it.

If the connection check succeeds, the state of the steps will be DONE.

If the connection check fails, see Troubleshoot an SSH connection and Troubleshoot a WinRM connection.