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Installing ThingWorx 7.

4
Version 1.2
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Installing ThingWorx 7.4

Document Revision History

Revision Date Version Description of Change
June 27, 2017 1.2  Added links for installing pgAdminIII via the command
line.
 Added steps for installing PostgreSQL on a different
server than ThingWorx.
 Fixed error in platform-settings.json
March 23, 2017 1.1 Fixed error in licensing library path
March 22, 2017 1.0 Initial version for 7.4

Installing ThingWorx
Document Revision History........................................................................................................................... 1
Prerequisites ................................................................................................................................................. 4
Upgrading...................................................................................................................................................... 4
Database Options: PostgreSQL, Microsoft SQL Server, SAP HANA, or H2 .................................................... 4
High Availability Option ................................................................................................................................ 4
Installing ThingWorx for the First Time: H2 or PostgreSQL on Windows ..................................................... 5
Installing Oracle Java and Apache Tomcat (Windows) ............................................................................. 5
Installing and Configuring PostgreSQL (Windows) ................................................................................... 9
Installing PostgreSQL and Creating a New User Role in PostgreSQL (Windows).................................. 9
Configuring PostgreSQL Database Located on a Separate Server than Thingworx (Windows) ......... 10
Configuring and Executing the PostgreSQL Database Script (Windows) ............................................ 11
Configuring and Executing the Model/Data Provider Schema Script (Windows)............................... 13
Configuring platform-settings.json (Windows) ................................................................................... 14
Encrypting the PostgreSQL Password (Windows) ............................................................................... 15
Installing ThingWorx (Windows) ............................................................................................................. 16
Installing ThingWorx for the First Time: PostgreSQL or H2 on Ubuntu ...................................................... 16
Installing Oracle Java and Apache Tomcat (Ubuntu) .............................................................................. 16
Installing and Configuring PostgreSQL (Ubuntu) .................................................................................... 23
Installing PostgreSQL and Creating a New User Role in PostgreSQL (Ubuntu) .................................. 23
Configuring PostgreSQL Database Located on a Separate Server from Thingworx (Ubuntu) ............ 25
Enabling PostgreSQL to Listen for all Connections (Linux) ................................................................. 26
Configuring and Executing the PostgreSQL Database Script (Ubuntu) ............................................... 27
Configuring and Executing the Model/Data Provider Schema Script (Ubuntu) ................................. 28
Configuring platform-settings.json (Ubuntu)...................................................................................... 29
(OPTIONAL) Encrypting the PostgreSQL Password (Ubuntu) ............................................................. 29
Installing ThingWorx (Ubuntu) ................................................................................................................ 30
Installing and Configuring ThingWorx for the First Time: PostgreSQL or H2 on Red Hat Enterprise Linux
(RHEL) .......................................................................................................................................................... 32
Installing Oracle Java and Apache Tomcat (RHEL) .................................................................................. 32
Installing and Configuring PostgreSQL (RHEL) ........................................................................................ 38
Installing PostgreSQL and Creating a New User Role in PostgreSQL (RHEL) .......................................... 38
Configuring PostgreSQL Database Located on a Separate Server than ThingWorx (RHEL) ................ 41
Enabling PostgreSQL to Listen for all Connections (Linux) ................................................................. 42
(OPTIONAL) Encrypting the PostgreSQL Password (RHEL) ................................................................. 42

Installing ThingWorx (RHEL) .................................................................................................................... 43

PostgreSQL Installation and Configuration with Amazon RDS ................................................................... 44
Installing PostgreSQL RDS Instance......................................................................................................... 44
Creating a New User Role in PostgreSQL (RDS) ...................................................................................... 47
Configuring and Executing the RDS PostgreSQL Database Script (Windows) ........................................ 48
Configuring and Executing the PostgreSQL Database Script (Ubuntu/RHEL) ......................................... 49
Configuring and Executing the Model/Data Provider Schema Script (RDS) ........................................... 50
Configuring platform-settings.json (RDS) ............................................................................................... 51
Installing and Configuring PostgreSQL DB Host Servers (RDS) ............................................................... 51
Installing ThingWorx (RDS) ..................................................................................................................... 52
Appendix A: Tomcat Java Option Settings .................................................................................................. 53
Appendix B: Sample platform-settings.json................................................................................................ 55
Appendix C: platform-settings.json Options ............................................................................................... 59
Appendix D: Metrics Reporting ................................................................................................................... 68
Appendix E: Installing PostgreSQL Client Package and PostgreSQL User ................................................... 69
Appendix F: Licensing Troubleshooting ...................................................................................................... 70

Installing ThingWorx Core

ThingWorx Core is currently supported on Windows, Ubuntu, Amazon EC2, and Red Hat Enterprise
Linux.

Prerequisites
Prerequisite software includes Apache Tomcat and Oracle Java. PostgreSQL is also required if you are
not using H2, MS SQL Server, or SAP HANA for your database. If you are installing ThingWorx for the first
time, this document provides step-by-step installation instructions for your environment.

Upgrading
If you are upgrading to a newer version, refer to the Upgrading ThingWorx guide.

Database Options: PostgreSQL, Microsoft SQL Server, SAP HANA, or H2

With ThingWorx 7.4, you can use PostgreSQL (with an optional High Availability layer), SAP HANA,
Microsoft SQL Server, or H2 for your data solution. If you are upgrading to 7.4, the following download
package options are available when obtaining the thingworx.war from PTC Software Downloads:
 H2: Thingworx-Platform-H2-7.4.0
 PostgreSQL/HA: Thingworx-Platform-Postgres-7.4.0
 Microsoft SQL Server: Thingworx-Platform-Mssql-7.4.0
 SAP HANA: ThingWorx-Platform-Hana-7.4.0

NOTE: If you are not using PostgreSQL or H2 for your database, refer to the following guides for
additional installation and configuration information:
o SAP HANA: Getting Started with SAP HANA and ThingWorx Guide
o Microsoft SQL Server: Getting Started with MS SQL Server and ThingWorx Guide

For additional information on database options, see the Persistence Providers topic in the Help Center.

High Availability Option

With ThingWorx 7.0 and later, you can use PostgreSQL with an optional High Availability layer at the
database level and/or at the ThingWorx level. Additional steps for HA are required and are located in the
ThingWorx High Availability Administrator’s Guide.

For detailed software and hardware requirements, refer to the ThingWorx System Requirements and
Compatibility Matrix document.

Installing ThingWorx for the First Time: H2 or PostgreSQL on Windows

NOTE: If you are using PostgreSQL, Microsoft SQL Server, or SAP HANA for your database, additional
steps are required. If you are installing H2, steps are included below to skip all PostgreSQL sections.
Installing Oracle Java and Apache Tomcat (Windows)
1. Download and install the required version of Java from the Oracle website.

NOTE: Refer to the System Requirements and Compatibility Matrix document for version
requirements.

2. Visit the Tomcat website to

download the 32-bit/64-bit
Windows Service Installer (pgp,
md5, sha1).
NOTE: Refer to the System
Requirements and Compatibility
Matrix document for version
requirements.

3. The Apache Tomcat Setup Wizard

launches. Click Next.

4. Click I Agree.

5. In the Components section, use the

default settings.
6. Click Next.

7. In the HTTP/1.1 Connector Port

field, type 80 (or other available
port).
8. In the Tomcat Administrator Login
fields, enter a <Tomcat user name>
and a unique, secure password for
Tomcat administration.
9. Click Next.

10. Enter the path to the proper 64-bit

Java installation directory.
11. Click Next.

12. Click Install.

13. Click Finish.

14. Click Start>Configure Tomcat.

15. Open the Java tab.
16. In the Java Options field, add the
following to the end of the options
field:
-Dserver -Dd64
-XX:+UseG1GC
-Dfile.encoding=UTF-8
-Djava.library.path=<path
to
Tomcat>\webapps\Thingworx\
WEB-INF\extensions

Djava.library.path example:
-
Djava.library.path=C:\Prog
ram Files\Apache Software
Foundation\Tomcat
8.0\webapps\Thingworx\WEB-
INF\extensions

NOTE: For more information on

these options and for additional
options for hosted and/or public-
facing environments, refer to the
Appendix: Tomcat Java Option
Settings.
17. Clear any values in the Initial
memory pool and Maximum
memory pool fields.
18. Click OK.
19. Go to the location of the Tomcat
installation and open the
server.xml file in the conf folder.
For example, C:\Program
Files\Apache Software
Foundation\Tomcat
8.0\conf\server.xml
Replace HTTP/1.1 with
protocol="org.apache.coyot
e.http11.Http11NioProtocol
"

20. Save and close the file.

21. OPTIONAL STEP: If you want to  NOTE: Increasing this setting improves
increase the default cache settings performance and avoids the following message
that affect static file caching, add the in Tomcat:
following line within the
<context></context> tags in the WARNING: Unable to add the resource
$TOMCAT_HOME/conf/context.xml at [/Common/jquery/jquery-ui.js] to
file: the cache because there was
<Resources insufficient free space available
cacheMaxSize="501200" after evicting expired cache
cacheObjectMaxSize="2048" entries - consider increasing the
cacheTtl="60000"/> maximum size of the cache

22. If you are not installing PostgreSQL, skip to the Installing ThingWorx section.
23. If you are using a database other than PostgreSQL and H2, refer to the following:
a. SAP HANA: Getting Started with SAP HANA and ThingWorx Guide
b. Microsoft SQL Server: Getting Started with MS SQL Server and ThingWorx Guide

Installing and Configuring PostgreSQL (Windows)

The instructions provided below are intended for the PostgreSQL administrator (not the DB host
servers).

NOTE: If you are including the HA layer to your implementation, refer to the ThingWorx High Availability
Administrator’s Guide.

Installing PostgreSQL and Creating a New User Role in PostgreSQL (Windows)

1. Download and install the  pgAdmin III Tool

appropriate version of PostgreSQL o pgAdmin III is an open source management
from the following site: tool for your databases that is included in
http://www.postgresql.org/downlo the PostgreSQL download. The tool
ad/ features full Unicode support, fast,
multithreaded query, and data editing tools
and support for all PostgreSQL object types.

2. Open PostgreSQL using pgAdminIII.

3. Create a new user role:

a. Right click PostgreSQL9.4
(localhost:5432).
b. Select NewObject>New
Login Role. On the
Properties tab, in the Role
name field, enter the
<PostgreSQL user role
name> for PostgreSQL
administration.
c. On the Definition tab, in
the Password field, enter a
unique and secure
password for PostgreSQL
administration (you will be
prompted to enter it
twice).
NOTE: The password, which
should not be easily guessed or
a known, common password,
should be at least 14 characters
in length and include a mix of
uppercase and lowercase
letters, numbers, and special
characters.
You will need to re-enter this
password in later steps.
4. Click OK.
NOTE: Remember the user role
name created in this step for later
use.

Configuring PostgreSQL Database Located on a Separate Server than Thingworx (Windows)

By default, the PostgreSQL server is installed in a locked-down state. On Windows, the server will only
listen for connections from the local machine. In order to get ThingWorx to talk to the PostgreSQL
server, some configuration changes need to be made so that PostgreSQL knows to listen for connections
from other users (thingworx user, default is twadmin) and/or other machines (ThingWorx installed on a
separate server).

You will need to know where your PostgreSQL data directory resides for these steps. On Windows, the
default data folder is C:\Program Files\PostgreSQL\9.4\data This location will be referred to as
<PGDATA> in this guide.

Modify the <PGDATA>/pg_hba.conf file and add the following lines based on your desired
configuration:

If you want to allow all IPv4 addresses to host all all 0.0.0.0/0 md5
connect:

If you want to allow only a specific IPv4 host all all <ipAddress>/32 md5
address to connect (Replace <ipAddress>
with the IP address of the machine making
the connection):
If you want to allow all IPv6 addresses to host all all ::0/0 md5
connect:
If you want to allow only a specific IPv6 host all all <ipv6Address>/128 md5
address to connect (Replace
<ipv6Address> with the appropriate
address)

For additional information about configuring the pg_hba.conf file, see the Official PostgreSQL
Documentation (9.4).

Configuring and Executing the PostgreSQL Database Script (Windows)

To set up the PostgreSQL database and tablespace, the thingworxPostgresDBSetup.bat script must be
configured and executed.

1. Add the <postgres-installation>/bin folder to your system path variable.

2. Create a directory named ThingworxPostgresqlStorage on the drive that Thingworx Storage is
located (in the root directory by default).

NOTE: If you create with the -d<databasename> command, you do not have to use the
PostgreSQL user.

NOTE: You must specify the -l option to a path that exists. For example, -l
D:\ThingworxPostgresqlStorage. The script does not create the folder for you.

The folder must have appropriate ownership and access rights. The folder should be owned
by the same user who runs the PostgreSQL service, and have Full Control assigned to that user
- this user is generally NETWORK_SERVICE, but may differ in your environment.

3. Obtain and open thingworxPostgresDBSetup.bat from the ThingWorx software download

package.
4. Configure the script. Reference the configuration options in the table below.

Various parameters such as server, port, database, tablespace, tablespace location and
thingworxusername can be configured in the script, depending on your requirements.
Execute this script with the --help option for usage information.

To set up the database and tablespace with a default PostgreSQL installation that has a
PostgreSQL database and a PostgreSQL user name, enter:

thingworxpostgresDBSetup –a postgres –u <PostgreSQL user role name> –l

C:\ThingworxPostgresqlStorage

where <PostgreSQL user role name> is the user role name that you entered in
previous steps.

5. Execute the script. Once executed, this creates a new database and tablespace with a default
PostgreSQL installation in the PostgreSQL instance installed on the localhost.

NOTE: You may need to run the command prompt as admin.

thingworxPostgresDBSetup.bat Script Options

Option Parameter Default Description Example
-t or -T server localhost Tablespace -t thingworx
name
-p or -P port 5432 Port number of -p 5432
PostgreSQL
-d or -D database thingworx PostgreSQL -d thingworx
Database name
to create
-h or -H tablespace thingworx Name of the -h localhost
PostgreSQL
tablespace.
-l or -L tablespace_location /ThingworxPostgresqlStorage Required. -l or -L
Location in the
file system
where the files
representing
database
objects are
stored.
-a or -A adminusername postgres Administrator -a postgres
Name
-u or -U thingworxusername twadmin User name that -u
has permissions twadmin
to write to the
database.

Configuring and Executing the Model/Data Provider Schema Script (Windows)

To set up the PostgreSQL model/data provider schema, the thingworxPostgresSchemaSetup.bat script
must be configured and executed. This will set up the public schema under your database on the
PostgreSQL instance installed on the localhost.

1. Obtain and open the thingworxPostgresSchemaSetup.bat from the ThingWorx software

download package.
2. Configure the script. Reference the configuration options in the table below.

Various parameters such as server, port, database, username, schema, and option can be
configured in the script depending on the requirements. Execute this script with --help option
for usage information.

3. Execute the script.

NOTE: You may be prompted to provide your password three times.

thingworxPostgresSchemaSetup.bat Script Options

Option Parameter Default Description Example
-h or -H server localhost IP or host name of -h localhost
the database
For RDS: rds- NOTE: For RDS: For RDS:
host Hostname or IP of -h rds-host
RDS PostgreSQL
instance
-p or -P port 5432 Port number of -p 5432
PostgreSQL
-d or -D database thingworx Database name to -d thingworx
use
-s or -S schema public Schema name to -s mySchema
use
-u or -U username twadmin Username to -u twadmin
update the
database schema
-o or -O option all There are three -o data
options:
all: Sets up the
model and data
provider schemas
into the specified
database.
model: Sets up the
model provider
schema into the
specified database.
data: Sets up the
data provider

Option Parameter Default Description Example

schema into the
specified database.

Configuring platform-settings.json (Windows)

1. To use the default ThingworxPlatform configuration directory, create a folder called

ThingworxPlatform at the root of the drive where Tomcat was installed. Alternatively, if you
want to specify the location where ThingWorx stores its settings, you can set the
THINGWORX_PLATFORM_SETTINGS environment variable to the desired location.

Ensure that the folder referenced by THINGWORX_PLATFORM_SETTINGS exists and is

writable by the Tomcat user. This environment variable should be configured as part of the
system environment variables.

2. Place the platform-settings.json file into the ThingworxPlatform folder. This file is available in
the software download.

3. Open platform-settings.json and configure as necessary. Refer to the configuration options in

Appendix C: platform-settings.json Options and Appendix B: platform-settings.json sample.

NOTE: If your PostgreSQL server is not the same as your ThingWorx server, and you are having
issues with your ThingWorx installation, review your Tomcat logs and platform-settings.json file.
The default installation assumes both servers are on the same machine.

Encrypting the PostgreSQL Password (Windows)

If you want to provide added security encryption for the PostgreSQL database settings in the
platform-settings.json file, you can do the following.
NOTE This encryption process is optional.
Prerequisites
 You must have Java installed and on your path.
 You must have PostgreSQL installed and know the password.

1. Create a working directory where you will perform this process, such as
C:\<password_setup_location> (Windows), and copy the Thingworx.war to that location.
2. Unzip the Thingworx.war.
3. Open a command prompt, cd to your working directory, and set your CLASSPATH by doing the
following:
a. Go to Control Panel > System Properties > Environment Variables.
b. Create a new environment variable: PG_PW_UTIL
C:\<password_setup_location>\WEB-INF\lib\thingworx-platform-
common-<release-version>.jar;C:\password_setup\WEB-
INF\lib\slf4j-api-1.7.12.jar;C:\<password_setup_location>\WEB-
INF\lib\logback-core-
1.0.13.jar;C:\<password_setup_location>\WEB-INF\lib\logback-
classic-1.0.13.jar;C:\<password_setup_location>\WEB-
INF\lib\thingworx-common-<release-version>.jar
c. Add the variable to the CLASSPATH.
CLASSPATH
<don’t touch existing classpath>; %PG_PW_UTIL%
d. In your command shell, enter 'java -version'.
It should respond with a Java version.
4. Open /ThingworxPlatform/platform-settings.json and change the password value to
'encrypt.db.password'.
For example, "<your unique password>": "encrypt.db.password",

NOTE: Because the PostgreSQL admin password should not be in platform-settings.json, you
put in the string "encrypt.db.password" for the password. When the platform encounters
that value, it tries to look up the encrypted password in the keystore.

5. Create a directory named "\twx" that has the same parent directory as the
"\ThingworxPlatform" directory.
6. To create a key store with the PostgreSQL password encrypted inside, run the following
command: java
com.thingworx.platform.security.keystore.ThingworxKeyStore
encrypt.db.password <unique postgres_password>
In the second argument, enter your unique PostgreSQL password.

7. Once you have created the encrypted password, remove the updates to the CLASSPATH.

Installing ThingWorx (Windows)

1. Locate the appropriate Thingworx.war file.

NOTE: ThingWorx downloads are available in PTC Software Downloads.

2. Copy the Thingworx.war file and place it in the following location of your Tomcat
installation:

\Apache Software Foundation\Tomcat 8.0\webapps

3. Obtain the license.bin file from the download package.

4. Place the license.bin file in your ThingworxPlatform folder.

NOTE: The location of the ThingworxPlatform folder varies, as it is determined per

your initial set up.

NOTE: Failure to place the license.bin in the ThingworxPlatform folder will result in
ThingWorx not starting after deployment.

5. To launch ThingWorx, go to <servername>/Thingworx in a Web browser.

The login information below is for the Administrator user only.

Use the following login information:

Installing ThingWorx for the First Time: PostgreSQL or H2 on Ubuntu

Oracle Java, and Apache Tomcat, and PostgreSQL (if using PostgreSQL) must be installed prior to
installing ThingWorx. Refer to the System Requirements and Compatibility Matrix for specific version
requirements.

NOTE: This version of ThingWorx has been tested with Ubuntu 14.04. Other versions are not supported
and may not work.

Installing Oracle Java and Apache Tomcat (Ubuntu)

1. Update Ubuntu packages:

$ sudo apt-get update

2. Install and Configure Network Time Protocol (NTP) settings for time synchronization:

$ sudo apt-get install ntp

NOTE: The default configuration for NTP is sufficient. For additional configuration
information about NTP (beyond the scope of this documentation), refer to the following
resources:
 Time Synchronization with NTP
 How do I use pool.ntp.org?

3. Edit AUTHBIND properties to allow Tomcat to bind to ports below 1024:

$ sudo apt-get install authbind

4. Download the Java 8u92 JDK tar file from Oracle’s website, or run the following:

$ wget --no-cookies --no-check-certificate --header "Cookie:

gpw_e24=https%3A%2F%2Ffanyv88.com%3A443%2Fhttp%2Fwww.oracle.com%2F; oraclelicense=accept-
securebackup-cookie" "http://download.oracle.com/otn-
pub/java/jdk/8u92-b14/jdk-8u92-linux-x64.tar.gz"

NOTE: This version of ThingWorx has been tested with Java 8 update 92. Other versions
are not supported and may not work.

5. Extract tar file:

$ tar -xf jdk-8u92-linux-x64.tar.gz

6. Create the directory by moving the JDK to/usr/lib/jvm:

$ sudo mkdir -p /usr/lib/jvm

$ sudo mv jdk1.8.0_92/ /usr/lib/jvm/

7. Add alternatives to the system:

$ sudo update-alternatives --install "/usr/bin/java" "java"

"/usr/lib/jvm/jdk1.8.0_92/bin/java" 1
$ sudo update-alternatives --install "/usr/bin/keytool" "keytool"
"/usr/lib/jvm/jdk1.8.0_92/bin/keytool" 1

8. Change access permissions:

$ sudo chmod a+x /usr/bin/java

$ sudo chmod a+x /usr/bin/keytool

9. Change owner:

$ sudo chown -R root:root /usr/lib/jvm/jdk1.8.0_92/

10. Configure master links:

$ sudo update-alternatives --config java

$ sudo update-alternatives --config keytool

NOTE: “Nothing to configure” is a normal response to this command and is not an error.

NOTE: Additional executables in /usr/lib/jvm/jdk1.8.0_92/bin/ can be installed using the

previous set of steps.

11. Verify Java version:

$ java –version

NOTE: This should return something similar to the following (build specifics may be
different):

java version "1.8.0_92"

Java(TM) SE Runtime Environment (build 1.8.0_92-b14)
Java HotSpot(TM) 64-Bit Server VM (build 24.75-b04, mixed mode)

12. Download Apache Tomcat:

$ wget http://archive.apache.org/dist/tomcat/tomcat-
8/v8.0.33/bin/apache-tomcat-8.0.33.tar.gz

NOTE: This version of ThingWorx has been tested with Tomcat 8.0.33. Other versions are
not supported and may not work.

13. Extract tar file:

$ tar -xf apache-tomcat-8.0.33.tar.gz

14. Create and change the owner for /usr/share/tomcat8 and move Tomcat to the following
location. Add user and group to the system:

$ sudo mkdir -p /usr/share/tomcat8

$ sudo addgroup --system tomcat8 --quiet
$ sudo adduser --system --home /usr/share/tomcat8/ --no-create-home
--ingroup tomcat8 --disabled-password --shell /bin/false tomcat8
$ sudo chown -R tomcat8:tomcat8 /usr/share/tomcat8
$ sudo mv apache-tomcat-8.0.33 /usr/share/tomcat8/8.0.33

15. Define environment variables in /etc/environment:

$ export JAVA_HOME=/usr/lib/jvm/jdk1.8.0_92
$ export CATALINA_HOME=/usr/share/tomcat8/8.0.33

16. Change directory to $CATALINA_HOME:

$ cd $CATALINA_HOME

17. Change owner and access permissions of bin/ lib/ and webapps/ :

$ sudo chown -Rh tomcat8:tomcat8 bin/ lib/ webapps/

$ sudo chmod 775 bin/ lib/ webapps/

18. Change owner and access permissions of conf/:

$ sudo chown -Rh root:tomcat8 conf/

$ sudo chmod 640 conf/*

19. Change access permissions of logs/, temp/, and work/:

$ sudo chown -R tomcat8:adm logs/ temp/ work/

$ sudo chmod 750 logs/ temp/ work/

20. Create self-signed certificate:

$ sudo $JAVA_HOME/bin/keytool -genkey -alias tomcat8 -keyalg RSA -

keystore $CATALINA_HOME/conf/.keystore

Follow the instructions to complete the certificate creation process.

Set the keystore password to changeit

Follow the prompts to set up your security certificate.

Set the tomcat8 user password to the same as the keystore password

$ sudo chown root:tomcat8 $CATALINA_HOME/conf/.keystore

$ sudo chmod 640 $CATALINA_HOME/conf/.keystore

21. Uncomment the Manager element in $CATALINA_HOME/conf/context.xml to prevent

sessions from persisting across restarts:

<Manager pathname="" />

22. Modify the shutdown string and protocol used by the SSL Connector in
$CATALINA_HOME/conf/server.xml:

<Server port="8005" shutdown="TH!nGW0rX">

Comment out the following non-SSL Connector:

23. Define a user in $CATALINA_HOME/conf/tomcat-users.xml:

<user username="tomcat" password="tomcat" roles="manager"/>

NOTE: In hosted and/or public-facing environments, use of the manager web application is
not recommended because it introduces a security risk. Similarly, the example web
applications included in /webapps should be removed as they may introduce unnecessary
security vulnerabilities into Tomcat.

24. Determine uid of tomcat8 user:

$ id -u tomcat8
110

25. Using this number, create an ID file In /etc/authbind/byuid/

NOTE: The number returned may be different than this example. These examples use 110.
Change this to what was returned in the previous step.

$ sudo touch /etc/authbind/byuid/110

Edit this file and paste in the following:

0.0.0.0/0:1,1023

26. Change owner and access permissions of /etc/authbind/byuid/110:

$ sudo chown tomcat8:tomcat8 /etc/authbind/byuid/110

$ sudo chmod 700 /etc/authbind/byuid/110

27. Modify $CATALINA_HOME/bin/startup.sh to always use authbind:

#exec "$PRGDIR"/"$EXECUTABLE" start "$@"

Add the following to the end of the file:

exec authbind --deep "$PRGDIR"/"$EXECUTABLE" start "$@"

28. In /etc/init.d, create tomcat8 file:

$ sudo touch /etc/init.d/tomcat8

Edit the file and enter the following contents:

CATALINA_HOME=/usr/share/tomcat8/8.0.33

case $1 in
start)
/bin/su -p -s /bin/sh tomcat8 $CATALINA_HOME/bin/startup.sh
;;

stop)
/bin/su -p -s /bin/sh tomcat8 $CATALINA_HOME/bin/shutdown.sh
;;

restart)
/bin/su -p -s /bin/sh tomcat8 $CATALINA_HOME/bin/shutdown.sh
/bin/su -p -s /bin/sh tomcat8 $CATALINA_HOME/bin/startup.sh
;;

esac
exit 0

29. Change access permissions of etc/init.d/tomcat8 and create symbolic links:

$ sudo chmod 755 /etc/init.d/tomcat8

$ sudo ln -s /etc/init.d/tomcat8 /etc/rc1.d/K99tomcat
$ sudo ln -s /etc/init.d/tomcat8 /etc/rc2.d/S99tomcat

30. Setup Tomcat as a service to start on boot. First, build JSVC:

$ sudo apt-get install gcc

NOTE: This may already be installed on your system. If so, skip and go to the next step.

$ cd /usr/share/tomcat8/8.0.33/bin/
$ sudo tar xvfz commons-daemon-native.tar.gz
$ cd commons-daemon-*-native-src/unix
$ sudo ./configure --with-java=$JAVA_HOME
$ sudo apt-get install make
$ sudo make
$ sudo cp jsvc ../..

31. Create the Tomcat service file:

sudo touch /etc/systemd/system/ tomcat8.service

32. Open /etc/systemd/system/tomcat8.service in a text editor (as root) and paste in the
following:

[Unit]
Description=Apache Tomcat Web Application Container
After=network.target

[Service]
Type=forking
PIDFile=/var/run/tomcat.pid
Environment=CATALINA_PID=/var/run/tomcat.pid
Environment=JAVA_HOME=/usr/lib/jvm/jdk1.8.0_92
Environment=CATALINA_HOME=/usr/share/tomcat8/8.0.33
Environment=CATALINA_BASE=/usr/share/tomcat8/8.0.33
Environment=CATALINA_OPTS=

ExecStart=/usr/share/tomcat8/8.0.33/bin/jsvc \
-Dcatalina.home=${CATALINA_HOME} \
-Dcatalina.base=${CATALINA_BASE} \
-Djava.awt.headless=true -
Djava.net.preferIPv4Stack=true -Dserver -Dd64 -XX:+UseNUMA \
-XX:+UseConcMarkSweepGC -
Dfile.encoding=UTF-8 \
-
Djava.library.path=${CATALINA_BASE}/webapps/Thingworx/WEB-
INF/extensions \
-cp ${CATALINA_HOME}/bin/commons-
daemon.jar:${CATALINA_HOME}/bin/bootstrap.jar:${CATALINA_HOME}/bin/tom
cat-juli.jar \
-user tomcat8 \
-java-home ${JAVA_HOME} \
-pidfile /var/run/tomcat.pid \
-errfile
${CATALINA_HOME}/logs/catalina.out \
-outfile
${CATALINA_HOME}/logs/catalina.out \
$CATALINA_OPTS \
org.apache.catalina.startup.Bootstrap

[Install]
WantedBy=multi-user.target

33. OPTIONAL STEP: If you want to increase the default cache settings that affect static file caching,
add the following line within the <context></context> tags in the
$TOMCAT_HOME/conf/context.xml file:

<Resources cacheMaxSize="501200" cacheObjectMaxSize="2048" cacheTtl="60000"/>

34. If you are not installing PostgreSQL, skip to the Installing ThingWorx section.

Installing and Configuring PostgreSQL (Ubuntu)

The instructions provided below are intended for the PostgreSQL administrator (not the DB host
servers).

NOTE: If you are including the HA layer to your implementation, refer to the ThingWorx High Availability
Administrator’s Guide.

Installing PostgreSQL and Creating a New User Role in PostgreSQL (Ubuntu)

1. Download and install the appropriate version of PostgreSQL.

In Ubuntu 14.4, the PostgreSQL repository can be added allowing the application to be
installed directly from the package manager::

$ sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt/

trusty-pgdg main" > /etc/apt/sources.list.d/pgdg.list'

$ sudo wget -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc |

sudo apt-key add -

$ sudo apt-get update

$ sudo apt-get install postgresql-9.4 -y

NOTE: This version of ThingWorx has been tested with PostgreSQL versions 9.4.5 through
9.4.10. Other versions are not supported and may not work.

2. Install PgAdmin III, the PostgreSQL admin tool:

$ sudo apt-get install pgadmin3 -y

NOTE: PgAdmin III is an open source management tool for your databases that is included in
the PostgreSQL download. The tool features full Unicode support, fast, multithreaded query,
and data editing tools and support for all PostgreSQL object types.

NOTE: To install Pgadmin III via the command line, reference

https://wiki.postgresql.org/wiki/Manual_Setup_at_the_Command_Line

3. Set up the password for the PostgreSQL user:

$ sudo passwd postgres

4. Enter the password for the PostgreSQL user. You will use this password in later steps.

5. Set up the PostgreSQL user in psql:

$ sudo -u postgres psql -c "ALTER ROLE postgres WITH password

'password'"

NOTE: The <unique password> value is what you entered above.

6. Configure pgAdmin 3:

$ sudo pgadmin3

* In the pgAdmin 3 GUI, click on file->Open postgresql.conf

* Open /etc/postgresql/9.4/main/postgresql.conf
* Put a check next to listen addresses and port
-The default settings of "localhost" and "5432" are usually sufficient.
* Save and close.
* Click on file->Open pg_hba.conf
* Open /etc/postgresql/9.4/main/pg_hba.conf
* Double-click on the database ‘all’ line with address 127.0.0.1/32
* Set Method to md5
* Double-click on the database ‘all’ line with address 1/128
* Set Method to md5
* Click OK
* Save and exit
* Close pgAdmin 3

7. Restart the PostgreSQL service:

$ sudo service postgresql restart

8. Set up PgAdmin 3 to connect to the database:

$ sudo pgadmin3

9. Click the plug icon to add a connection to a server in the top left corner:

Fill out the following:

Name: PostgreSQL 9.4

Host: localhost
Port: 5432
Service: <blank>
Maintenance DB: postgres
Username: postgres
Password: <password as set in step above>
Store password: Checked
Group: Servers

10. Click OK.

11. Create a new user role:
a. Right click
PostgreSQL9.4(localhost:54
32).
b. Select
NewObject>NewLogin
Role. On the Properties
tab, enter a name in the
Role name field.
c. On the Definition tab, in
the Password field, enter a
unique password (you will
be prompted to enter it
twice).
NOTE: The password, which
should not be easily guessed or
a known, common password,
should be at least 14 characters
in length and include a mix of
uppercase and lowercase
letters, numbers, and special
characters.
You will need to re-enter this
password in later steps.
12. Click OK.

Configuring PostgreSQL Database Located on a Separate Server from Thingworx (Ubuntu)

to listen for connections from other users (thingworx user, default is twadmin) and/or other machines
(ThingWorx installed on a separate server).

You need to know where your PostgreSQL data directory resides to perform these steps. On Linux, the
location of the data folder, or even the configuration files can change based on distribution and
installation method (download or package manager install).

On Ubuntu, when installed via apt-get, the configuration files are located at /etc/postgresql/9.4/main/
This location is referred to as <PGDATA> in this guide.

Modify the <PGDATA>/pg_hba.conf file and add the following lines based on your desired
configuration:

If you want to allow all IPv4 addresses to connect:

If you want to allow all IPv4 addresses to host all all 0.0.0.0/0 md5
connect

If you want to allow only a specific IPv4 host all all <ipAddress>/32 md5
address to connect (Replace
<ipAddress> with the IP address of the
machine making the connection)
If you want to allow all IPv6 addresses to host all all ::0/0 md5
connect:
If you want to allow only a specific IPv6 host all all <ipv6Address>/128 md5
address to connect (Replace
<ipv6Address> with the appropriate
address)

Any other combination is possible by using additional allowance lines (individual IPs or ranges) or subnet
masks appropriate to the machines that require access to the PostgreSQL database.
Any change to this file requires a restart of the database service.
For additional information about configuring the pg_hba.conf file, see the Official PostgreSQL
Documentation (9.4)

Enabling PostgreSQL to Listen for all Connections (Linux)

On Linux installations of PostgreSQL, there is an additional configuration step required to configure the
PostgreSQL server to listen for connections.

1. In the <PGDATA>/postgresql.conf file, uncomment and update the listen_addresses line:

Uncomment the listen_addresses line and change localhost to '*'
# Listen on all addresses. Requires restart.
listen_addresses = '*'

2. Restart the PostgreSQL server.

Configuring and Executing the PostgreSQL Database Script (Ubuntu)

To set up the PostgreSQL database and tablespace, the thingworxPostgresDBSetup.sh script must be
configured and executed.

1. Create a directory named ThingworxPostgresqlStorage on your Thingworx Storage drive.

$ sudo mkdir /ThingworxPostgresqlStorage

$ sudo chown postgres:postgres /ThingworxPostgresqlStorage
$ sudo chmod 755 /ThingworxPostgresqlStorage

NOTE: You must specify the -l option to a path that exists. For example, -l
ThingworxPostgresqlStorage. The script does not create the folder for you.
As shown above, this folder needs have appropriate ownership and access rights. It should be
owned by the PostgreSQL user and have the read, write, and execute assigned to the owner.

NOTE: If you create with the -d<databasename>, you do not have to use the PostgreSQL user.

2. Obtain and open thingworxPostgresDBSetup.sh from the ThingWorx software download.

3. Configure the script. Reference the configuration options in the table below.

NOTE: This example uses the 7.4.0 download from the PTC site. If necessary, change the file
name to the version you are using.

$ sudo unzip MED-61111-CD-074_F000_ThingWorx-Platform-Postgres-7-4-

0.zip
$ cd install

Various parameters such as server, port, database, tablespace, tablespace location and
thingworxusername can be configured in the script, depending on the requirements. Execute
this script with the --help option for usage information.

To set up the database and tablespace with a default PostgreSQL installation that has a
PostgreSQL database and a PostgreSQL user name, enter:

$ sudo sh thingworxPostgresDBSetup.sh -a postgres -u <user role name>

-l /ThingworxPostgresqlStorage

thingworxPostgresDBSetup.sh Script Options

Option Parameter Default Description Example

-l or -L tablespace_location /ThingworxPostgresqlStorage Required. -l or -L
Location in the
file system
where the files
representing
database
objects are
stored. *
-a or -A adminusername postgres Administrator -a postgres
Name
-u or -U thingworxusername twadmin User name that -u
has permissions twadmin
to write to the
database.
Configuring and Executing the Model/Data Provider Schema Script (Ubuntu)
To set up the PostgreSQL model/data provider schema, the thingworxPostgresSchemaSetup.sh script
must be configured and executed. This will set up the public schema under your database on the
PostgreSQL instance installed on the localhost.

1. Obtain and open the thingworxPostgresSchemaSetup.sh from the ThingWorx software

download package.
2. Configure the script. Reference the configuration options in the table below or execute the
script with --help option for usage information. The script can be run with the default
parameters as:

$ sudo sh thingworxPostgresSchemaSetup.sh

thingworxPostgresSchemaSetup.sh Script Options

Option Parameter Default Description Example
-h or -H server localhost IP or host name of -h localhost
the database
For RDS: For RDS:
rds-host For RDS: -h rds-host
Hostname or IP of
RDS PostgreSQL
instance
-p or -P port 5432 Port number of -p 5432
PostgreSQL
-d or -D database thingworx Database name to -d thingworx
use
-s or -S schema public Schema name to -s mySchema
use
-u or -U username twadmin Username to -u twadmin
update the
database schema

Option Parameter Default Description Example

-o or -O option all There are three -o data
options:
all: Sets up the
model and data
provider schemas
into the specified
database.
model: Sets up the
model provider
schema into the
specified database.
data: Sets up the
data provider
schema into the
specified database.

Configuring platform-settings.json (Ubuntu)

1. Create a folder called ThingworxPlatform at the root (for example, /ThingworxPlatform or as

a system variable (for example,
THINGWORX_PLATFORM_SETTINGS=/data/ThingworxPlatform).

$ sudo mkdir /ThingworxPlatform

2. Copy the platform-settings.json file from the install package to the /ThingworxPlatform
folder. From the directory containing the JSON file:

$ sudo cp platform-settings.json /ThingworxPlatform/

The JSON file contains default settings. Refer to alternate configuration options in:
Appendix C: platform-settings.json Options and
Appendix B: platform-settings.json sample.

(OPTIONAL) Encrypting the PostgreSQL Password (Ubuntu)

If you want to provide added security encryption for the PostgreSQL database settings in the platform-
settings.json file, you can do the following.
Note: This encryption process is optional.

Prerequisites
 You must have Java installed and on your path.
 You must have PostgreSQL installed and know the password.

1. Create a working directory as in ~/<password_setup>, and copy the Thingworx.war there.

2. Unzip the Thingworx.war.

3. Open a command prompt, cd to your working directory, and set your CLASSPATH:

4. Open /ThingworxPlatform/platform-settings.json and change the password value to

'encrypt.db.password'.

For example:

"<unique password>": "encrypt.db.password",

5. Create a directory named "/twx" that has the same parent directory as
"/ThingworxPlatform":

$ sudo mkdir /twx

6. To create a key store with the PostgreSQL password encrypted inside, run the following
command:

$ java com.thingworx.platform.security.keystore.ThingworxKeyStore
encrypt.db.password <unique postgres_password>

NOTE: In the second argument, enter your PostgreSQL password.

7. Run the following commands:

$ sudo chown tomcat8:tomcat8 /twx
$ sudo chmod 755 /twx

Installing ThingWorx (Ubuntu)

1. Create /ThingworxStorage and /ThingworxBackupStorage directories:

$ sudo mkdir /ThingworxStorage /ThingworxBackupStorage

2. Change owner and access permissions of /ThingworxStorage and

/ThingworxBackupStorage:

$ sudo chown tomcat8:tomcat8 /ThingworxStorage

/ThingworxBackupStorage
$ sudo chmod 775 /ThingworxStorage /ThingworxBackupStorage

3. Move the thingworx.war to $CATALINA_HOME/webapps:

$ sudo mv Thingworx.war $CATALINA_HOME/webapps

$ sudo chown tomcat8:tomcat8 $CATALINA_HOME/webapps/Thingworx.war
$ sudo chmod 775 $CATALINA_HOME/webapps/Thingworx.war

4. Obtain the license.bin file from the download package.

5. Place the license.bin file in your ThingworxPlatform folder:

$ sudo mkdir /ThingworxPlatform

$ sudo mv license.bin /ThingworxPlatform

The location of the ThingworxPlatform folder varies, as it is determined per your initial
set up.
NOTE: Failure to place the license.bin in the ThingworxPlatform folder will result in
ThingWorx not starting after deployment.
6. Start Tomcat to deploy the ThingWorx web application:

$ sudo service tomcat8 start

7. You should now be able to connect to ThingWorx Composer through a web browser at
https://localhost/Thingworx

Username: Administrator
Password: admin

NOTE: When using a self-signed certificate, it is normal to get a security warning when
accessing ThingWorx. In most browsers, clicking on the advanced options will allow
you to set an exception for your private certificate. Setting up a security certificate
through a signing authority will allow secure connections without having to set an
exception.

Installing and Configuring ThingWorx for the First Time: PostgreSQL or H2

on Red Hat Enterprise Linux (RHEL)
Oracle Java, Apache Tomcat, and PostgreSQL (if using PostgreSQL) must be installed prior to installing
ThingWorx.

NOTE: This version of ThingWorx has been tested on RHEL 7.1. Other RHEL versions are not supported
and may not work.

Installing Oracle Java and Apache Tomcat (RHEL)

1. Download the Java 8u92 (JDK) RPM file from Oracle’s website, or run the following:

$ wget --no-cookies --no-check-certificate --header "Cookie:

gpw_e24=https%3A%2F%2Ffanyv88.com%3A443%2Fhttp%2Fwww.oracle.com%2F; oraclelicense=accept-securebackup-
cookie" http://download.oracle.com/otn-pub/java/jdk/8u92-b14/jdk-8u92-
linux-x64.rpm

2. Run the Java installer:

$ sudo rpm -i jdk-8u92-linux-x64.rpm

3. Create the directory and move the JDK:

$ sudo mkdir -p /usr/lib/jvm

$ sudo mv /usr/java/jdk1.8.0_92/ /usr/lib/jvm/

4. Set the Java alternatives:

$ sudo alternatives --install /usr/bin/java java

/usr/lib/jvm/jdk1.8.0_92/bin/java 1
$ sudo alternatives --install /usr/bin/keytool keytool
/usr/lib/jvm/jdk1.8.0_92/bin/keytool 1

5. Change access permissions:

$ sudo chmod a+x /usr/bin/java

$ sudo chmod a+x /usr/bin/keytool

6. Change Owner:

$ sudo chown -R root:root /usr/lib/jvm/jdk1.8.0_92/

7. Configure master links:

$ sudo alternatives --config java

NOTE: Select the option that contains /usr/lib/jvm/jdk1.8.0_92/bin/java

$ sudo rm /usr/java/latest
$ sudo ln -s /usr/lib/jvm/jdk1.8.0_92 /usr/java/latest
$ sudo ln -s /usr/lib/jvm/jdk1.8.0_92/bin/keytool /usr/bin/keytool
NOTE: This may return a ‘File Exists’ error. If so, ignore and continue.
$ sudo alternatives --config keytool

8. Verify Java version:

$ java -version
java version "1.8.0_92"
Java(TM) SE Runtime Environment (build 1.8.0_92-b14)
Java HotSpot(TM) 64-Bit Server VM (build 25.45-b02, mixed mode)

9. Install Tomcat. Download the Tomcat installer:

$ wget https://archive.apache.org/dist/tomcat/tomcat-8/v8.0.33/bin/apache-
tomcat-8.0.33.tar.gz

10. Extract the contents:

$ tar -xf apache-tomcat-8.0.33.tar.gz

11. Move Tomcat to /usr/share/tomcat8:

$ sudo mkdir -p /usr/share/tomcat8

$ sudo mv apache-tomcat-8.0.33 /usr/share/tomcat8/8.0.33

12. Change directory to /usr/share/tomcat8/8.0.33:

$ cd /usr/share/tomcat8/8.0.33

13. Add user and group to the system:

$ sudo groupadd -r tomcat8

$ sudo useradd -r -d /usr/share/tomcat8 -g tomcat8 -s /bin/false tomcat8

14. Change owner and access permissions of bin/ lib/ and webapps/:

$ sudo chown -Rh tomcat8:tomcat8 bin/ lib/ webapps/

$ sudo chmod 775 bin/ lib/ webapps/

15. Change owner and access permissions of conf/:

$ sudo chown -Rh root:tomcat8 conf/

$ sudo chmod 640 conf/*

16. Change access permissions of logs/, temp/, and work/:

$ sudo chown -R tomcat8:adm logs/ temp/ work/

$ sudo chmod 750 logs/ temp/ work/

17. Create self-signed certificate:

$ /usr/lib/jvm/jdk1.8.0_92/jre/bin/keytool -genkey -alias tomcat8 -keyalg

RSA

Follow the instructions to complete the certificate creation process.

Set the keystore password to changeit.
Follow the prompts to set up your security certificate.
Set the tomcat8 user password to the same as the keystore password.

$ sudo cp ~/.keystore /usr/share/tomcat8/8.0.33/conf/

$ sudo chown root:tomcat8 /usr/share/tomcat8/8.0.33/conf/.keystore
$ sudo chmod 640 /usr/share/tomcat8/8.0.33/conf/.keystore

18. Uncomment the Manager element in context.xml to prevent sessions from persisting across
restarts.

Open /usr/share/tomcat8/8.0.33/conf/context.xml in a text editor (as root) and remove the ‘<!—
‘ before ‘<Manager pathname="" />’ and the ‘-->’ after

19. Save the file.

20. Modify the shutdown string and protocol used by the SSL Connector in server.xml:

Open /usr/share/tomcat8/8.0.33/conf/server.xml in a text editor (as root)

Change ‘<Server port="8005" shutdown="SHUTDOWN">’ to ‘<Server

port="8005" shutdown="TH!nGW0rX ">’

Uncomment the following section:

Paste in this section directly below:

21. Define an Apache Manager user in tomcat-users.xml:

Open /usr/share/tomcat8/8.0.33/conf/tomcat-users.xml in a text editor (as root)

Just above the final line (</tomcat-users>) add the following line:

<user username="tomcat" password="tomcat" roles="manager,manager-

gui"/>

22. Save the file.

NOTE: The roles included are for ease of testing and can be removed if security is a concern.

23. Set up Tomcat as a service to start on boot. First, build JSVC:

$ sudo apt-get install gcc

NOTE: This may already be installed on your system. If so, continue.

$ cd /usr/share/tomcat8/8.0.33/bin/
$ sudo tar xvfz commons-daemon-native.tar.gz
$ cd commons-daemon-*-native-src/unix
$ sudo ./configure --with-java=$JAVA_HOME

$ sudo apt-get install make

$ sudo make
$ sudo cp jsvc ../..

24. Create the Tomcat service file:

$ sudo touch /usr/lib/systemd/system/tomcat.service

Open /usr/lib/systemd/system/tomcat.service in a text editor (as root) and paste in the following:
[Unit]
Description=Apache Tomcat Web Application Container
After=network.target

ExecStart=/usr/share/tomcat8/8.0.33/bin/jsvc \
-Dcatalina.home=${CATALINA_HOME} \
-Dcatalina.base=${CATALINA_BASE} \
-Djava.awt.headless=true -
Djava.net.preferIPv4Stack=true -Dserver -Dd64 -XX:+UseNUMA \
-XX:+UseConcMarkSweepGC -Dfile.encoding=UTF-8 \
-
Djava.library.path=${CATALINA_BASE}/webapps/Thingworx/WEB-INF/extensions \
-cp ${CATALINA_HOME}/bin/commons-
daemon.jar:${CATALINA_HOME}/bin/bootstrap.jar:${CATALINA_HOME}/bin/tomcat-
juli.jar \
-user tomcat8 \
-java-home ${JAVA_HOME} \
-pidfile /var/run/tomcat.pid \
-errfile ${CATALINA_HOME}/logs/catalina.out \
-outfile ${CATALINA_HOME}/logs/catalina.out \
$CATALINA_OPTS \
org.apache.catalina.startup.Bootstrap

[Install]
WantedBy=multi-user.target

25. Set Tomcat to run on system start up:

$ sudo systemctl enable tomcat.service

Note: This will allow the user to control the Tomcat service with the following commands:

sudo systemctl start tomcat

sudo systemctl stop tomcat
sudo systemctl restart tomcat
sudo systemctl status tomcat

26. Start the Tomcat service and test:

$ sudo systemctl start tomcat

You should now be able to connect to the Tomcat server by entering https://localhost in a browser.

29. If you are not installing PostgreSQL, skip to the Installing ThingWorx section.

Installing and Configuring PostgreSQL (RHEL)

The instructions provided below are intended for the PostgreSQL administrator (not the DB host
servers).

NOTE: This guide assumes a version of RHEL with a GUI (X11) and an active account with access to the
RHEL software repositories.

If you are working without a GUI, skip installing PgAdmin 3 and refer to this support article for alternate
instructions. If you do not have access to the official RHEL software sources, you can set up a free open
source repository from the EPEL team. (this site is not provided or controlled by PTC).

NOTE: If you are including the HA layer to your implementation, refer to the ThingWorx High Availability
Administrator’s Guide.

Installing PostgreSQL and Creating a New User Role in PostgreSQL (RHEL)

1. Add the PostgreSQL repository to Yum and install:

$ sudo rpm -Uvh

http://download.postgresql.org/pub/repos/yum/9.4/redhat/rhel-7-
x86_64/pgdg-redhat94-9.4-3.noarch.rpm
$ sudo yum install postgresql94 postgresql94-server postgresql94-
contrib

NOTE: This version of ThingWorx has been tested with PostgreSQL 9.4. Other versions
are not supported and may not work.
2. Install PgAdmin 3:

$ sudo yum install pgadmin3

NOTE: To install Pgadmin III via the command line, reference

https://wiki.postgresql.org/wiki/Manual_Setup_at_the_Command_Line

3. Initialize and launch the database:

$ sudo /usr/pgsql-9.4/bin/postgresql94-setup initdb

4. Set the PostgreSQL service to start on boot:

$ sudo chkconfig postgresql-9.4 on

$ sudo service postgresql-9.4 start

5. Set up the password for the PostgreSQL user:

$ sudo passwd postgres

Enter the password for the PostgreSQL user.

Take note of this password; you will use it in later steps.

6. Set up the PostgreSQL user in psql:

$ sudo -u postgres psql -c "ALTER ROLE postgres WITH password '<

unique password>'"

NOTE: The <unique password> value is the same as in the previous step.

7. If the PostgreSQL database is not located on the same server as ThingWorx, then refer
to the section Configuring PostgreSQL Database Located on a Separate Server than
Thingworx (Ubuntu) and skip the next two steps.

8. Configure postgresql.conf with pgAdmin 3.

$ sudo pgadmin3

In the pgAdmin 3 GUI, click on file->Open postgresql.conf

 Open /var/lib/pgsql/9.4/data/postgresql.conf
 Put a check next to listen addresses and port
-The default settings of localhost and 5432 are usually sufficient.
Save and close

9. Configure pg_hba.conf with pgAdmin 3.

 Click on file->Open pg_hba.conf

 Open /var/lib/pgsql/9.4/data/pg_hba.conf
 Double-click on the line with address 127.0.0.1/32
 Set Method to md5
* Double-click on the line with address 1/128
* Set Method to md5
 Click OK
 Save and exit
 Close pgAdmin 3

9. Restart the PostgreSQL service:

$ sudo service postgresql-9.4 restart

10. Set up pgAdmin 3 to connect to the database.

$ sudo pgadmin3

Click the plug Add a connection to a server in the top left corner.
Fill out the following:
Name: PostgreSQL 9.4
Host: localhost
Port: 5432
Service: <blank>
Maintenance DB: postgres
Username: postgres
Password: <password as set in step above>
Store password: Checked
Group: Servers
Click OK

11. Create a new user role:

Right click PostgreSQL9.4 (localhost:5432).

Note: It may be possible to activate some extensions. Click Databases and select
postgres in the main window. A dialog displays. Click Fix it!
Select NewObject>New Login Role.
On the Properties tab, in the Role name field, enter a user role name.
On the Definition tab, enter the password twice.
Click OK.
Close pgAdmin 3.

12. Click OK.

13. Create the ThingworxPostgresqlStorage directory:

$ sudo mkdir /ThingworxPostgresqlStorage

$ sudo chmod 775 /ThingworxPostgresqlStorage
$ sudo chown postgres:postgres /ThingworxPostgresqlStorage/
$ sudo mkdir /ThingworxPlatform
$ sudo chmod 775 /ThingworxPlatform
$ sudo chown tomcat8:tomcat8 /ThingworxPlatform

14. Download the ThingWorx installer from the PTC downloads page:

https://support.ptc.com/appserver/auth/it/esd/index.jsp

Unzip and open a terminal in the */installer/install directory.

15. Execute the PostgreSQL Database Script:

$ sudo sh thingworxPostgresDBSetup.sh -a postgres -u <user role

name> -l /ThingworxPostgresqlStorage

16. Execute the Model/Data Provider Schema Script:

$ sh thingworxPostgresSchemaSetup.sh

NOTE: When prompted, enter the password that you entered in previous steps.

17. Startup configuration of platform-settings.json:

$ sudo cp ../platform-settings.json /ThingworxPlatform/

NOTE: Refer to Appendix C: platform-settings.json Options for information about the

configuration options.

NOTE: If your PostgreSQL server is not the same as your ThingWorx server, and you are
having issues with your ThingWorx installation, review your Tomcat logs and platform-
settings.json file. The default installation assumes both servers are on the same
machine.

Configuring PostgreSQL Database Located on a Separate Server than ThingWorx (RHEL)

By default, the PostgreSQL server is installed in a locked-down state. On Linux, the server will only listen
for connections from the local machine, and only from the postgres user. In order to get ThingWorx to
talk to the PostgreSQL server, some configuration changes need to be made so that PostgreSQL knows
to listen for connections from other users (thingworx user, default is twadmin) and/or other machines
(ThingWorx installed on a separate server).

On RHEL, when installed via apt-get, the configuration files are located at /var/lib/pgsql/9.4/data/ This
location is referred to as <PGDATA> in this guide.

Modify the <PGDATA>/pg_hba.conf file and add the following lines based on your desired configuration:

If you want to allow all IPv4 addresses to host all all 0.0.0.0/0 md5
connect
If you want to allow only a specific IPv4 host all all <ipAddress>/32 md5
address to connect (Replace
<ipAddress> with the IP address of the
machine making the connection)
If you want to allow all IPv6 addresses to host all all ::0/0 md5
connect
If you want to allow only a specific IPv6 host all all <ipv6Address>/128 md5
address to connect (Replace
<ipv6Address> with the appropriate
address)

Enabling PostgreSQL to Listen for all Connections (Linux)

On Linux installations of PostgreSQL, there is an additional configuration step required to configure the
PostgreSQL server to listen for connections.

1. In the <PGDATA>/postgresql.conf file, uncomment and update the listen_addresses line:

Uncomment the listen_addresses line and change localhost to '*'
# Listen on all addresses. Requires restart.
listen_addresses = '*'

2. Restart the PostgreSQL server.

(OPTIONAL) Encrypting the PostgreSQL Password (RHEL)

If you want to provide added security encryption for the PostgreSQL database settings in the platform-
settings.json file, you can do the following.

Prerequisites
 You must have Java installed and on your path.
 You must have PostgreSQL installed and know the password.

1. Create a working directory as in ~/<password_setup>, and copy the Thingworx.war there.

2. Unzip the Thingworx.war.
3. Open a command prompt, cd to your working directory, and set your CLASSPATH to the
following:

$ export CLASSPATH=WEB-INF/lib/thingworx-platform-common-<release-
version>.jar:WEB-INF/lib/slf4j-api-1.7.12.jar:WEB-
INF/lib/logback-core-1.0.13.jar:WEB-INF/lib/logback-classic-
1.0.13.jar:./WEB-INF/lib/thingworx-common-<release-version>.jar
4. Open /ThingworxPlatform/platform-settings.json and change the password value to
'encrypt.db.password'.
For example, "<unique password>": "encrypt.db.password",
5. Create a directory named "/twx" that has the same parent directory as
"/ThingworxPlatform":
$ sudo mkdir /twx
6. To create a key store with the PostgreSQL password encrypted inside, run the following
command:
$ java com.thingworx.platform.security.keystore.ThingworxKeyStore
encrypt.db.password <unique postgres_password>

NOTE: In the second argument, enter your PostgreSQL password.

7. Run the following commands:
$ sudo chown tomcat8:tomcat8 /twx
$ sudo chmod 755 /twx

Installing ThingWorx (RHEL)

1. Create /ThingworxStorage and /ThingworxBackupStorage directories:

$ sudo mkdir /ThingworxStorage /ThingworxBackupStorage

2. Change owner and access permissions of /ThingworxStorage and

/ThingworxBackupStorage:

$ sudo chown tomcat8:tomcat8

/ThingworxStorage/ThingworxBackupStorage
$ sudo chmod 775 /ThingworxStorage /ThingworxBackupStorage

3. Move Thingworx.war to the Tomcat /webapps directory:

Change your working directory to the installer folder in the unzipped ThingWorx
download package and run these commands:

$ sudo mv Thingworx.war /usr/share/tomcat8/8.0.33/webapps/

$ sudo chown tomcat8:tomcat8
/usr/share/tomcat8/8.0.33/webapps/Thingworx.war
$ sudo chmod 775 /usr/share/tomcat8/8.0.33/webapps/Thingworx.war

4. Obtain the license.bin file from the download package.

5. Place the license.bin file in your ThingworxPlatform folder.
The location of the ThingworxPlatform folder varies, as it is determined per your initial
set up.

$ sudo mkdir /ThingworxPlatform

$ sudo mv license.bin /ThingworxPlatform

NOTE: Failure to place the license.bin in the ThingworxPlatform folder will result in
ThingWorx not starting after deployment.

6. Restart Tomcat to start ThingWorx:

$ sudo systemctl restart tomcat

7. Log into ThingWorx Composer:

In a browser, open https://localhost/Thingworx.

NOTE: The password, which should not be easily guessed or a known, common
password, should be at least 14 characters in length and include a mix of uppercase
and lowercase letters, numbers, and special characters.

The login information below is for the Administrator user only.

User: Administrator
Password: admin

PostgreSQL Installation and Configuration with Amazon RDS

Installing PostgreSQL RDS Instance
NOTE: Before performing this section, perform the steps for installing Apache Tomcat and Java for your
setup:

 Windows: Installing Oracle Java and Apache Tomcat

 Ubuntu: Installing Oracle Java and Apache Tomcat
 RHEL: Installing Oracle Java and Apache Tomcat

1. Follow the steps outlined in the Amazon RDS installation guide. The steps below provide
supplemental guidance when you are ready to configure the Specify DB Details page in AWS.

2. On the Specify DB Details page,

specify the following information:
a. In the DB Engine Version
field, select the latest 9.4
version available. (9.4.9 in
this example).
b. In the DB Instance Class
field, select the appropriate
class. NOTE: m3.2xlarge is
recommended for
production use.
c. In the Mutli-AZ
Deployment field, select
Yes if you have an HA
environment.
d. Note the DB Instance
Identifier and Master
Username for later use.

3. On the RDS Dashboard, click

Parameter Groups>Create DB
Parameter Group.
4. In the Parameter Group Family
field, create a Group Name and
Description for PostgreSQL
database configuration later.

5. On the RDS Dashboard, click

Security Groups.
6. Create a DB security group to
control the DB access later.

7. In the default DB Security Group,

select the security group that the
ThingWorx server will be using to
allow access from the ThingWorx
server to the database server.

NOTE: This is not the same security

group that was created in the
previous step. This security group
must be created in the EC2 section
of AWS with the appropriate
inbound/outbound rules to allow
the PostgreSQL port to connect to
the security group. This security
group should also be assigned to
the ThingWorx server instance.

8. On the Configure Advanced

Settings page, specify the following
information:
a. In the Network & Security
section, the settings should
reflect the overall security
configuration of the
ThingWorx deployment
environment (not specific
to the database).
NOTE: The VPC and VPC
Security Group(s) should
be created prior to
installing the RDS database.
b. In the Database Options
section, type thingworx as
the Database Name.
NOTE: thingworx is the
default name that is used
in the schema creation
scripts.
c. In the DB Parameter Group
field, select the name of
the parameter group
created previously.
d. In the Enable Encryption
field, select Yes if
necessary.
e. In the Backup, Monitoring,
and Maintenance sections,
select the appropraite
options per your
organizational needs.

Creating a New User Role in PostgreSQL (RDS)

A PgAdmin lll client is required to connect to the Amazon RDS PostgreSQL instance and configure it.
Install PgAdmin per the client machine’s operating system before creating a new user role in RDS:

 Installing PgAdmin 3 (Windows)

 Installing PgAdmin 3 (Ubuntu)
 Installing PgAdmin 3 (RHEL)

1. Create a new user role:

NOTE: The admin user created

above while installing the RDS
instance is <admin user name>.
a. Right click PostgreSQL9.4.
b. Select NewObject>New
Login Role. On the
Properties tab, in the Role
name field, enter a user
role name.
a. On the Definition tab, in
the Password field, enter a
unique password (you will
be prompted to enter it
twice).
NOTE: The password, which
should not be easily guessed or
a known, common password,
should be at least 14 characters
in length and include a mix of
uppercase and lowercase
letters, numbers, and special
characters.
You will need to re-enter
this password in later
steps.
a. Click OK.
NOTE: Remember the user
role name created in these
steps for later use.

Configuring and Executing the RDS PostgreSQL Database Script (Windows)

To set up the PostgreSQL database, the thingworxRdsPostgresDBSetup.bat script must be configured
and executed.
NOTE: If you are using Ubuntu or RHEL, skip this section and go to:

 Ubuntu: Configuring and Executing the PostgreSQL Database Script

 RHEL: Configuring and Executing the PostgreSQL Database Script

1. Add the <pgadmin-installation>/bin folder to your system path variable.

2. Obtain and open thingworxRdsPostgresDBSetup.bat from the ThingWorx software download

package.
3. Configure the script. Reference the configuration options in the table below.

Various parameters such as server, port, admindatabase, databaseadminusername,

database and thingworxusername can be configured in the script, depending on the
requirements. Execute this script with the --help option for usage information.

To set up the database and a PostgreSQL user name, enter:

thingworxRdsPostgresDBSetup –a <admin user name> –u <user role name>–b

postgres –h rds-host

where <user role name> is the user role name you created in previous steps and
<admin user name> is the administrator account created during RDS installation.

4. Execute the script. Once executed, this creates a new database in the Amazon RDS
PostgreSQL instance.

NOTE: You may need to run the command prompt as admin.

thingworxRdsPostgresDBSetup.bat Script Options

Option Parameter Default Description Example
-h or -H Server name or IP localhost Hostname or IP of RDS -h rds-host
PostgreSQL instance
-p or -P port 5432 Port number of PostgreSQL -p 5432
-d or -D database thingworx PostgreSQL Database name to -d thingworx
create
-b or -B admindatabase postgres Name of the PostgreSQL system -b postgres
database
-a or -A adminusername postgres Administrator Name -a pgadmin
-u or -U thingworxusername twadmin User name that has permissions -u twadmin
to write to the database.

Configuring and Executing the PostgreSQL Database Script (Ubuntu/RHEL)

To set up the PostgreSQL database and tablespace, the thingworxRdsPostgresDBSetup.sh script must
be configured and executed.

1. Add the <pgadmin-installation>/bin folder to your system path variable.

2. Obtain and open thingworxRdsPostgresDBSetup.sh from the ThingWorx software download

package.
3. Configure the script. Reference the configuration options in the table below.

Various parameters such as server, port, admindatabase, databaseadminusername,

database and thingworxusername can be configured in the script, depending on the
requirements. Execute this script with the --help option for usage information.

To set up the database and a PostgreSQL user name, enter:

$ sudo sh thingworxPostgresDBSetup.sh –h rds-host –d thingworx –b

postgres –a <admin user name> –u <user role name>

where <user role name> is the user role name you created in previous steps and
<admin user name> is the administrator account created during RDS installation.

4. Execute the script. Once executed, this creates a new database in the Amazon RDS
PostgreSQL instance.

thingworxRdsPostgresDBSetup.sh Script Options

Option Parameter Default Description Example
-h or -H Server name or IP rds-host Hostname or IP of RDS -h rds-host
PostgreSQL instance
-p or -P port 5432 Port number of PostgreSQL -p 5432
-d or -D database thingworx PostgreSQL Database name to -d thingworx
create
-b or -B admindatabase postgres Name of the PostgreSQL system -b postgres
database
-a or -A adminusername postgres Administrator Name -a pgadmin
-u or -U thingworxusername twadmin User name that has permissions -u
to write to the database. twadmin

Configuring and Executing the Model/Data Provider Schema Script (RDS)

To set up the PostgreSQL model/data provider schema, the thingworxPostgresSchema.sh script must be
configured and executed. This will set up the public schema under your database on the Amazon RDS
PostgreSQL instance.

 Configuring and Executing the Model/Data Provider Schema Script (Windows)

 Configuring and Executing the Model/Data Provider Schema Script (Ubuntu)
 Configuring and Executing the Model/Data Provider Schema Script (RHEL)

Configuring platform-settings.json (RDS)

This is identical to the sections above except for the Amazon RDS PostgresSQL host name/ip.

 Configuring platform-settings.json (Windows)

 Configuring platform-settings.json (Ubuntu)
 Configuring platform-settings.json (RHEL)

Installing and Configuring PostgreSQL DB Host Servers (RDS)

The DB host server is the Amazon RDS instance that was created above.

1. Edit the parameter group created

earlier.

2. Edit the parameters listed below to suit your environment.

NOTE: The values listed in the Configuration column reflect the example deployment in the
reference architecture, but can be modified for your environment. For many of the settings in
the table below, links are provided to help you determine the configuration values for your
environment. RDS specific information can be found at -
http://docs.aws.amazon.com/AmazonRDS/latest/UserGuide/Appendix.PostgreSQL.CommonD
BATasks.html

Setting Configuration Description

shared_buffers 1024MB Optional performance tuning. Sets the
amount of memory the database
server uses for shared memory
buffers. It is recommended to set this
at 1/4 of the memory available on the
machine. Refer to
http://www.postgresql.org/docs/curre
nt/static/runtime-config-
resource.html#GUC-SHARED-BUFFERS
work_mem 32MB Optional performance tuning.
Specifies the amount of memory to be
used by internal sort operations and
hash tables before writing to
temporary disk files. Refer to
http://www.postgresql.org/docs/curre
nt/static/runtime-config-
resource.html#GUC-WORK-MEM

maintenance_work_mem 512MB Optional performance tuning.

Specifies the maximum amount of
memory to be used by maintenance
operations. Refer to
http://www.postgresql.org/docs/curre
nt/static/runtime-config-
resource.html#GUC-MAINTENANCE-
WORK-MEM
effective_cache_size Should be set to an estimate of how
much memory is available for disk
caching by the OS and within the
database. It is recommended to set
this to half the memory available on
the machine.
checkpoint_segments Depends on the size of the PostgreSQL
box. Should set to 32/64/128/256,
depending upon machine size.
checkpoint_completion_targ If the checkpoint_segments is
et changed from the default value of 3,
change this to 0.9.
ssl_renegotiation_limit If PostgreSQL is deployed Ubuntu, set
this value to 0 (never) or increase the
default (512MB) to something larger,
e.g. 2GB to avoid ssl renegotiation
from happening too often between
master and synchronous slave.

Installing ThingWorx (RDS)

Thingworx server installation is identical to the previous section since the only difference is using RDS
instead of installing PostgreSQL database on your own. Refer to the relevant OS section to install
ThingWorx:

 Windows
 Ubuntu
 RHEL

Appendix A: Tomcat Java Option Settings

Mandatory Settings

Setting Description
-server Explicitly tells the JVM to run in server mode. This is
true by default when using 64-bit JDK, but it is best
practice to declare it.
-d64 Explicitly tells the JVM to run in 64-bit mode. The
current JVM automatically detects this, but it is best
practice to declare it.
XX:+UseG1GC Tells the JVM to use the Garbage First Garbage
Collector.
-Dfile.encoding=UTF-8 Tells the JVM to use UTF-8 as the default character set
so that non-Western alphabets are displayed
correctly.
-Djava.library.path Specifies the path to the native library .
Tells the JVM to allocate a minimum of 3072MB of
-Xms3072m (for a system with 4GB of memory to the Tomcat process. This should be set to
memory) 75% of the available system memory.

NOTE: The amount of memory needs to be tuned

depending on the actual environment.
-Xmx3072m (for a system with 4GB of Tells the JVM to limit the maximum memory to the
memory) Tomcat process. This should be set to 75% of the
available system memory.

NOTE: The amount of memory needs to be tuned

depending on the actual environment. 5GB of memory
is a good starting point for 100,000 things.

NOTE: The reason that the min and max amounts of

memory are made equal is to reduce JVM having to re-
evaluate required memory and resizing the allocation
at runtime. While this is recommended for hosted
and/or public-facing environments, for development
and test environments, using –Xms512m would
suffice. Also, verify that there is enough memory left
to allow the operating system to function.

Optional Settings to Enable JMX Monitoring for VisualVM or JConsole

Setting Description
-Dcom.sun.management.jmxremote Notifies the JVM that you plan to remote
monitor it via JMX
-Dcom.sun.management.jmxremote.port=22222 The port the JVM should open up for
monitoring.
-Dcom.sun.management.jmxremote.ssl=false No SSL usage.
-Dcom.sun.management.jmxremote.authenticate=false No authentication required.
-Djava.rmi.server.hostname=<host or IP> The hostname or IP that the underlying
RMI client connection will use.

Appendix B: Sample platform-settings.json

The platform-settings.json file is available in the software download.
{
"PlatformSettingsConfig": {
"BasicSettings": {
"BackupStorage": "/ThingworxBackupStorage",
"DatabaseLogRetentionPolicy": 7,
"EnableBackup": true,
"EnableHA": false,
"EnableSystemLogging": false,
"HTTPRequestHeaderMaxLength": 2000,
"HTTPRequestParameterMaxLength": 2000,
"Storage": "/ThingworxStorage"
},

"HASettings": {
"CoordinatorConnectionTimeout": 15000,
"CoordinatorHosts": "127.0.0.1:2181",
"CoordinatorMaxRetries": 3,
"CoordinatorRetryTimeout": 1000,
"CoordinatorSessionTimeout": 60000,
"LoadBalancerBase64EncodedCredentials":
"QWRtaW5pc3RyYXRvcjphZG1pbg=="
}
},
"MssqlPersistenceProviderPackage": {
"ConnectionInformation": {
"acquireIncrement": 5,
"acquireRetryAttempts": 3,
"acquireRetryDelay": 10000,
"checkoutTimeout": 1000000,
"driverClass":
"com.microsoft.sqlserver.jdbc.SQLServerDriver",
"fetchSize": 5000,
"idleConnectionTestPeriod": 60,
"initialPoolSize": 5,
"jdbcUrl":
"jdbc:sqlserver://localhost:1433;databaseName=thingworx;applicationNam
e=Thingworx;",
"maxConnectionAge": 0,
"maxIdleTime": 0,
"maxIdleTimeExcessConnections": 300,

"maxPoolSize": 100,
"maxStatements": 100,
"minPoolSize": 5,
"numHelperThreads": 8,
"password": "Password@123",
"testConnectionOnCheckout": false,
"unreturnedConnectionTimeout": 0,
"username": "msadmin"
},
"StreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 250000,
"maximumWaitTime": 10000,
"numberOfProcessingThreads": 5,
"scanRate": 5,
"sizeThreshold": 1000
},

"ValueStreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumWaitTime": 10000,
"maximumQueueSize": 500000,
"numberOfProcessingThreads": 5,
"scanRate": 5,
"sizeThreshold": 1000
}
}

}
}
"PersistenceProviderPackageConfigs": {

"H2PersistenceProviderPackage": {
"ConnectionInformation": {
"acquireIncrement": 5,
"acquireRetryAttempts": 30,
"acquireRetryDelay": 1000,
"checkoutTimeout": 2000,
"idleConnectionTestPeriod": 6,
"initialPoolSize": 10,
"maxConnectionAge": 0,
"maxIdleTime": 0,
"maxIdleTimeExcessConnections": 36000,

"maxPoolSize": 100,
"maxStatements": 0,
"maxStatementsPerConnection": 50,
"minPoolSize": 10,
"numHelperThreads": 6,
"tableLockTimeout": 10000,
"testConnectionOnCheckout": false,
"unreturnedConnectionTimeout": 0
},

"StreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 250000,
"maximumWaitTime": 10000,
"numberOfProcessingThreads": 5,
"scanRate": 5,
"sizeThreshold": 1000
},

"ValueStreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumWaitTime": 10000,
"maximumQueueSize": 500000,
"numberOfProcessingThreads": 5,
"scanRate": 5,
"sizeThreshold": 1000
}
},
"NeoPersistenceProviderPackage": {
"StreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 250000,
"maximumWaitTime": 10000,
"scanRate": 5,
"sizeThreshold": 1000
},

"ValueStreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 500000,
"maximumWaitTime": 10000,
"scanRate": 5,
"sizeThreshold": 1000

}
},

"PostgresPersistenceProviderPackage": {
"ConnectionInformation": {
"acquireIncrement": 5,
"acquireRetryAttempts": 3,
"acquireRetryDelay": 10000,
"checkoutTimeout": 1000000,
"driverClass": "org.postgresql.Driver",
"fetchSize": 5000,
"idleConnectionTestPeriod": 60,
"initialPoolSize": 5,
"jdbcUrl":
"jdbc:postgresql://localhost:5432/thingworx",
"maxConnectionAge": 0,
"maxIdleTime": 0,
"maxIdleTimeExcessConnections": 300,
"maxPoolSize": 100,
"maxStatements": 100,
"minPoolSize": 5,
"numHelperThreads": 8,
"password": "password",
"testConnectionOnCheckout": false,
"unreturnedConnectionTimeout": 0,
"username": "twadmin"
},

"StreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 250000,
"maximumWaitTime": 10000,
"numberOfProcessingThreads": 5,
"scanRate": 5,
"sizeThreshold": 1000
},

"ValueStreamProcessorSettings": {
"maximumBlockSize": 2500,
"maximumQueueSize": 500000,
"maximumWaitTime": 10000,
"numberOfProcessingThreads": 5,
"scanRate": 5,

"sizeThreshold": 1000
}
}
}
}

Appendix C: platform-settings.json Options

NOTE: The platform-settings.json file is available for administrators to adjust settings for fine-tuning.

platform-settings.json Options
Setting Default Description
Core Platform Settings
BackupStorage /ThingworxBackupStor The directory name where all
age backups are written to.
DatabaseLogRetentionPolicy 7 The number of days that database
logs are retained.
EnableBackup true Determines whether backups are
retained.
EnableHA false Determines whether ThingWorx can
be configured for a highly available
landscape.
EnableSystemLogging false Determines whether system logging
is enabled. NOTE: DO NOT TURN
THIS ON UNLESS INSTRUCTED BY
THINGWORX SUPPORT.
HTTPRequestHeaderMaxLength 2000 The maximum allowable length for
HTTP Request Headers values.
HTTPRequestParameterMaxLength 2000 The maximum allowable length for
HTTP Request Parameter values.
Storage /ThingworxStorage The directory where all storage
directories are created/located
(excluding Backup Storage).
HA Settings
Settings specific to a PostgreSQL HA landscape configuration. All are optional, and are ignored if the
EnableHA setting above is set to false.
CoordinatorConnectionTimeout 15000 How long to wait (in milliseconds)
for a connection to be established
with process/server used to
coordinate ThingWorx leadership.
CoordinatorHosts 127.0.0.1:2181 A comma-delimited list of server IP
addresses on which the processes
used to coordinate ThingWorx
leadership exist (e.g.
"127.0.0.1:2181, 127.0.0.2:2181").
CoordinatorMaxRetries 3 The maximum allowable number of
retries that will be made to establish
a connection with the
process/server used to coordinate
ThingWorx leadership.
CoordinatorRetryTimeout 1000 How long to wait (in milliseconds)
for each retry attempt.
CoordinatorSessionTimeout 60000 How long ThingWorx waits (in
milliseconds) without receiving a
"heartbeat" from the process/server
used to coordinate ThingWorx
leadership.

LoadBalancerBase64EncodedCreden QWRtaW5pc3RyYXRvcj The Base64-encoded credentials for

tials phZG1pbg==" the HA Load Balancer, in the format
of <user>:<unique password>.

NOTE: You can use any utility that

Base64 encodes the matching
<user>:<unique password> string
used in your load balancer setup.
MssqlPersistenceProviderPackage
Contains MS SQL Server-specific Persistence Provider settings. If MS SQL Server is not the Persistence
Provider, then this entire section should be ignored.
driverClass "com.microsoft.sqlserv The fully-qualified class name of the
er.jdbc.SQLServerDrive JDBC driverClass that is expected to
r" provide Connections.
jdbcUrl "jdbc:sqlserver://localh The jdbcUrl url used to connect to
ost:1433;databaseNam MSSQL
e=thingworx;applicatio
nName=Thingworx;"
username twadmin This is the userid that owns the
TWSCHEMA schema and is used for
authentication to MSSQL in the
JDBC connection string.
password Password@123
acquireIncrement 5 Determines how many connections
at a time the ThingWorx will try to
acquire when the pool is exhausted.
acquireRetryAttempts 3 Defines how many times ThingWorx
will try to acquire a new Connection
from the database before giving up.
acquireRetryDelay 10000 The time (in milliseconds)
ThingWorx will wait between
acquire attempts.
checkoutTimeout 1000000 The number of milliseconds a client
calling getConnection() will wait for
a Connection to be checked-in or
acquired when the pool is
exhausted.
fetchSize 5000 The count of rows to be fetched in
batches instead of caching all rows
on the client side.
idleConnectionTestPeriod 60 If this is a number greater than 0,
ThingWorx will test all idle, pooled
but unchecked-out connections,
every x number of seconds.

initialPoolSize 5 Initial number of database

connections created and maintained
within a pool upon startup. Should
be between minPoolSize and
maxPoolSize.
maxConnectionAge 0 Seconds, effectively a time to live. A
Connection older than
maxConnectionAge will be
destroyed and purged from the
pool.
maxIdleTime 0 Seconds a connection can remain
pooled but unused before being
discarded. Zero means idle
connections never expire.
maxIdleTimeExcessConnections 300 The number of seconds that
connections in excess of
minPoolSize are permitted to
remain in idle in the pool before
being culled. Intended for
applications that wish to
aggressively minimize the number of
open connections, shrinking the
pool back towards minPoolSize if,
following a spike, the load level
diminishes and Connections
acquired are no longer needed. If
maxIdleTime is set,
maxIdleTimeExcessConnections
should be smaller to have any
effect. Setting this to zero means no
enforcement and excess
connections are not idled out.
maxPoolSize 100 Maximum number of Connections a
pool will maintain at any given time.
maxStatements 100 The size of the ThingWorx global
PreparedStatement cache.
minPoolSize 5 Minimum number of Connections a
pool will maintain at any given time.
testConnectionOnCheckout false If true, an operation will be
performed at every connection
checkout to verify that the
connection is valid.
PostgresPersistenceProviderPackage
PostgreSQL-specific persistence provider settings. If PostgreSQL is not the persistence provider, then
this entire section should be ignored.

acquireIncrement 5 Determines how many connections

at a time the platform will try to
acquire when the pool is exhausted.
acquireRetryAttempts 3 Defines how many times ThingWorx
will try to acquire a new Connection
from the database before giving up.
acquireRetryDelay 10000 The time (in milliseconds)
ThingWorx will wait between
acquire attempts.
checkoutTimeout 10000000 The number of milliseconds a client
calling getConnection() will wait for
a Connection to be checked-in or
acquired when the pool is
exhausted.
driverClass org.postgresql.Driver The fully-qualified class name of the
JDBC driverClass that is expected to
provide Connections.
fetchSize 5000 The count of rows to be fetched in
batches instead of caching all rows
on the client side.
idleConnectionTestPeriod 60 If this is a number greater than 0,
ThingWorx will test all idle, pooled
but unchecked-out connections,
every x number of seconds.
initialPoolSize 5 Initial number of database
connections created and maintained
within a pool upon startup. Should
be between minPoolSize and
maxPoolSize.

jdbcUrl jdbc:postgresql://local The jdbc url used to connect to

host:5432/thingworx” PostgreSQL.

NOTE: If the default schema name is

changed (from public), you must
add
<databasename>?currentSchema=<
name of schema>

For example, if the schema name is

mySchema, it would be:

jdbc:postgresql://<DBServer>:<DBP
ort>/<databasename>?currentSche
ma=mySchema

NOTE: If you are configuring an HA

solution, this should reflect the
server IP that the pgPool process is
running on. Change the port to the
port that pgPool is serving.
maxConnectionAge 0 Seconds, effectively a time to live. A
Connection older than
maxConnectionAge will be
destroyed and purged from the
pool.
maxIdleTime 0 Seconds a connection can remain
pooled but unused before being
discarded. Zero means idle
connections never expire.
maxIdleTimeExcessConnections 300 The number of seconds that
connections in excess of
minPoolSize are permitted to
remain in idle in the pool before
being culled. Intended for
applications that wish to
aggressively minimize the number of
open connections, shrinking the
pool back towards minPoolSize if,
following a spike, the load level
diminishes and Connections
acquired are no longer needed. If
maxIdleTime is set,
maxIdleTimeExcessConnections
should be smaller to have any
effect. Setting this to zero means no
enforcement and excess
connections are not idled out.

maxPoolSize 100 Maximum number of Connections a

pool will maintain at any given time.
maxStatements 100 The size of ThingWorx’s global
PreparedStatement cache.
minPoolSize 5 Minimum number of Connections a
pool will maintain at any given time.
numHelperThreads 8 The number of helper threads to
spawn. Slow JDBC operations are
generally performed by helper
threads that don't hold contended
locks. Spreading these operations
over multiple threads can
significantly improve performance
by allowing multiple operations to
be performed simultaneously.
password <unique password> The password used to log into the
database.
testConnectionOnCheckout false If true, an operation will be
performed at every connection
checkout to verify that the
connection is valid.
unreturnedConnectionTimeout 0 The number of seconds to wait for a
response from an unresponsive
connection before discarding it. If
set, if an application checks out but
then fails to check-in a connection
within the specified period of time,
the pool will discard the connection.
This permits applications with
occasional connection leaks to
survive, rather than eventually
exhausting the Connection pool.
Zero means no timeout, and
applications are expected to close
their own connections.
username twadmin The user that has the privilege to
modify tables. This is the user
created on the database for the
ThingWorx server.
Stream Processor Settings

maximumBlockSize 2500 The maximum number of stream

writes to process in one block.
maximumQueueSize 250000 The maximum number of stream
entries to queue (will be rejected
after that)

maximumWaitTime 10000 Number of milliseconds the system

waits before flushing the stream
buffer.
numberOfProcessingThreads 5 The number of processing threads
(cannot change for Neo4j).
scanRate 5 The buffer status is checked at the
specified rate value in milliseconds.
sizeThreshold 1000 Maximum number of items to
accumulate before flushing the
stream buffer.
Value Stream Processor Settings

maximumBlockSize 2500 Maximum number of value stream

writes to process in one block.
maximumQueueSize 500000 Maximum number of value stream
entries to queue (will be rejected
after that).
maximumWaitTime 10000 Number of milliseconds the system
waits before flushing the value
stream buffer.
numberofProcessingThreads 5 The number of processing threads
(cannot change for Neo4j).
scanRate 5 The rate (in milliseconds) before
flushing the stream buffer.
sizeThreshold 1000 Maximum number of items to
accumulate before flushing the
value stream buffer.
NeoPersistenceProviderPackage
Contains Neo4j-specific Persistence Provider settings. If Neo is not the Persistence Provider, then this
entire section should be ignored.
StreamProcessorSettings
maximumBlockSize 2500 The maximum number of stream
writes to process in one block.
maximumQueueSize 250000 The maximum number of stream
entries to queue (will be rejected
after that).
maximumWaitTime 10000 The maximum wait time (in
milliseconds) before flushing stream
buffer.
scanRate 5 The rate (in milliseconds) at which
to check the buffer status.
sizeThreshold 1000 The maximum number of items to
accumulate before flushing stream
buffer.
ValueStreamProcessorSettings
maximumBlockSize 2500 The maximum number of stream
writes to process in one block.

maximumQueueSize 500000 The maximum number of stream

entries to queue (will be rejected
after that).
maximumWaitTime 10000 The maximum wait time (in
milliseconds) before flushing the
stream buffer.
scanRate 5 The rate (in milliseconds) at which
to check the buffer status.
sizeThreshold 1000 The maximum number of items to
accumulate before flushing stream
buffer.

Appendix D: Metrics Reporting

You can opt in to allow your ThingWorx Core metrics data (such as usage, performance, and diagnostics)
to be sent to a PTC server. The configuration settings for metrics reporting are included in the Platform
Subsystem. For more information, see the Platform Subsystem topic in the Help Center.

Appendix E: Installing PostgreSQL Client Package and PostgreSQL User

In order to issue PostgreSQL commands from the client machine to the PostgreSQL server, do so from a
PostgreSQL user. To do so, the postgresql-client-9.4 package can be installed on the client machine,
refer to your distributions documentation on how to install it. This package provides some
administration tools such as psql that are discussed later in the monitoring/administration section

Windows
PostgreSQL client comes along with PgAdmin lll. Follow the same instructions for installation.

Ubuntu
sudo apt-get install postgresql-client

RHEL
sudo yum install postgresql94.x86_64

Appendix F: Licensing Troubleshooting

You must have a license file for ThingWorx 7.4 and later. Some possible situations that may require
troubleshooting are described below:

Issue Possible Resolution

The following error is received when deploying
ThingWorx: The max file size in the Tomcat web.xml
file must be increased (default is 50MB).
org.apache.catalina.core.Applicati This file is located at :
onContext.log HTMLManager: FAIL - <path to Tomcat>\Apache
Deploy Upload Failed, Exception: Software Foundation\Tomcat
org.apache.tomcat.util.http.fileup 8.5\webapps\manager\WEB-INF
load.FileUploadBase$SizeLimitExcee
dedException: the request was 1. Open the web.xml.
rejected because its size 2. Change the max-file-size and
(90883556) exceeds the configured max-request-size to 104857600.
maximum (52437800)
3. Save and close the file.
java.lang.IllegalStateException:
org.apache.tomcat.util.http.fileup
load.FileUploadBase$SizeLimitExcee
dedException: the request was
rejected because its size
(90883556) exceeds the configured
maximum (52437800)
at
org.apache.catalina.connector.Requ
est.parseParts(Request.java:2871

The following error message is received when attempting Remove -Djava.library.path from
to undeploy ThingWorx: Tomat’s Java configuration before
undeployment.
FAIL - Unable to delete [<path to
Tomcat>\webapps\Thingworx]. The
continued presence of this file
may cause problems.
Due to FlxCore64.dll (<path to
Tomcat>\webapps\Thingworx\WEB-
INF\extensions\FlxCore64.dll)

Issue Possible Resolution

An error message similar to the following is seen in the The log message verifies if there is an
ConfigurationLog.log: issue with the license file.

2017-03-10 05:56:07.097-0500 [L:

ERROR] [O: ] [I: ] [U: SuperUser] [S:
] [T: localhost-startStop-1]
**********LICENSING ERROR ANALYSIS
2017-03-10 05:56:07.097-0500 [L:
ERROR] [O: ] [I: ] [U: SuperUser] [S:
] [T: localhost-startStop-1]
/Library/flexs is listed as a
java.library.path but it does not
exist. /Library/blah is listed as a
java.library.path but it does not
exist. /Library/zzz is listed as a
java.library.path but it does not
exist. No flx dll files found. Is
the java.library.path set?
2017-03-10 05:56:07.097-0500 [L:
ERROR] [O: ] [I: ] [U: SuperUser] [S:
] [T: localhost-startStop-1]
**********END LICENSING ERROR ANALYIS

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