Installation Readiness


  • Confirm Customer Portal access

  • Download build and transfer to system

  • Download the license file


  • Verify Root access

  • Verify whether global users exist in the domain.  PostgreSQL is the most frequently found conflict.  If any Linux user already exists in the domain, pre-create the conflicting users.  Check using the command:

    id postgres
  • CPU: Check the number of cores

    grep -i processor /proc/cpuinfo
  • CPU: Check the architecture (64/32-bit)

    sudo lscpu | grep -E Architecture
  • CPU: Check the CPU MHz

    sudo lscpu | grep -E "CPU|Hz"
  • RAM: Check the RAM size

    free -g
  • Disks and File Systems

    • Root filesystem

      • Verify enough space to install under /opt

        df -hT /opt
    • Data and Backup Disks:

      • Check that data and backup disks are mounted,

      • check sizes, verify enough space to backup (backup >= data size)

        df -hT
        mount -l
    • Check mount settings in /etc/fstab

      • Verify data and backup mounts are entered

      • Verify nosuid and noexec option are not used

        cat /etc/fstab | grep nosuid
        • Edit /etc/fstab to remove nosuid if found.

          cat /etc/fstab | grep noexec
        • Edit /etc/fstab to remove noexec if found.

  • Check OS version

    cat /etc/centos-release


    cat /etc/os-release
  • DNS

    • Confirm that Alation has access to the DNS

  • Authentication Mechanism

    • Confirm port 80 is open

  • Email

    • Confirm ports are open

    • Confirm connectivity to corp email server (telnet or dig can be used)

  • Confirm Unix users are created, if necessitated by environment requirements

    • Check /etc/passwd, /etc/group


    • Confirm access to server on port 389/636

    • Confirm LDAP credentials and setup

  • Usage Stats

    • Confirm connectivity to outbound TCP connection to IP port 443


Verify that the new system can access the data sources, (per ports listed for each Data Source type.

  1. Verify connectivity over ports listed in the Network Requirements section. Use the following command to check the functioning of ports:

    curl -v telnet://<IP>:<PORT>


    You can alternatively use the nc command if it is installed on the host:

    nc -zv <IP> <PORT>

    For UDP ports:

    nc -zv <IP> <PORT>-u

    In cloud environments, the LDAP ports get closed. A quick way to check multiple ports at one time is by adding space between ports:

    nc -zv 22 80 8080
  2. Use the following command to return all services and the ports they are listening on:

    netstat -plnt
  3. Confirm handling of usage stats.

Data Source Checks

For each data source:

  • Verify connectivity from Alation system to data source

  • Verify authentication type

  • Confirm service account uses the same authentication type as users

  • Verify service account creation with appropriate permissions to run MDE, Profiling (if desired), and QLI

  • Verify that the Query Log Ingestion setup is completed

BI and Other Tool Checks

  • Verify connectivity from Alation system to source

  • Confirm service account setup