Polarity v4 Admin Guide
Polarity v5 Admin Guide
  • Sever Requirements
    • Deployment Methods
      • Deploying Polarity Server on AWS with RDS and Elasticache
      • Deploying Polarity Server Virtual Machine on Azure
      • Deploying via OVA
      • Deploying via RPM
      • Polarity Server BYOL AMI
  • Guides
    • Installing License
    • Authentication
      • SAML
        • Azure ADFS
        • Okta
        • SAML Troublshooting
      • LDAP Troubleshooting
    • Installing Private Certificate Authority
    • Installing SSL Certificate
      • Installing LetsEncrypt SSL Certificate on Polarity Server
    • Configuring a Proxy
    • Migrating Polarity Servers
      • Upgrade PostgreSQL to v13
    • Enabling SMTP
    • Server Environment Variables
    • File System Layout
    • Configuring a FQDN
    • Enabling Source Analytics
      • Elasticsearch
        • Configuring Source Analytics on Elasticsearch
        • Source Analytics Integration with Elasticsearch
    • v5 Server Pre-Flight Upgrade Check
  • Integrations
    • Auto Subscribe CLI Tool
    • Installation
    • Install Multiple Copies of an Integration
    • Modifying Integration Name & Acronym
    • Add Custom Entity Types
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On this page
  • Overview
  • Polarity Single Server Architecture
  • Minimum Server Requirements
  • OVA Hardening
  • Installing the OVA
  • Initial OS Configuration
  • Configuring Server FQDN
  • Install Polarity License
  • Login to Polarity
  • Additional Steps
  • Upgrading your OVA
  1. Sever Requirements
  2. Deployment Methods

Deploying via OVA

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Last updated 1 year ago

Overview

The Polarity Server Open Virtual Appliance (OVA) is the fastest way to stand up a fully functional Polarity Server. The OVA contains all the components of the Polarity Server and is suitable for deployments with under a 100 users.

An Open Virtual Appliance (OVA) is a pre-built software solution that consists of one or more virtual machines (VMs) that are packaged, maintained, updated, and managed as a single unit. The Polarity Server OVA has a pre-installed operating system (CentOS 7) and includes application functionality that is necessary for Polarity Server's REST API and Integration Framework. Polarity Server as an OVA has been tested on and can be deployed on VMWare VSphere infrastructure.

Polarity Single Server Architecture

The Polarity Single Server architecture consists of a web proxy (nginx) which sends request to our REST API via HTTPS and web socket traffic to our integration framework via WSS. Annotation data is managed in a PostgreSQL database (version 13.x). In addition there are multiple redis caches that perform various cache functions (Redis v6.x)

Minimum Server Requirements

You must deploy Polarity Server's OVA to VMWare vSphere v5.0 or later. Prior to deployment, please ensure the ESX/ESXi host can support a VM requiring:

  • 64 bit Minimum

  • 32GB of RAM

  • 4 Logical Cores

  • 250 GB of Disk Space

OVA Hardening

The following minimal level of hardening has been applied to the Polarity Server OVA.

  • SELinux on and enforcing.

  • Enabled the firewall to only allow inbound traffic on ports 22/tcp and 443/tcp.

  • Disabled IPv6 Installed a very basic CentOS 7 software profile (@Core, net-tools, and wireless drivers have been removed)

  • Disabled several services that are not required/needed (avahi-daemon, cups, etc)

  • Applied minimal changes to the SSHD configuration (set Ciphers to aes256-ctr, disabled X11 forwarding)

Please note: SSH allows root logins since root is the only account initially provisioned (other than the polarityd service account which is not interactive)

Installing the OVA

Follow the steps below to deploy the Polarity Server VM:

  1. Verify Prerequisites

    • You must ensure your VMware ESX/ESXi instance can support the VM's RAM and disk space requirements.

  2. Download the OVA file

    • You can access the required .ova file using the link provided by your Polarity Account Manager.

  3. Deploy the OVA as an OVF template

    • A step-by-step wizard in the vSphere Client guides you through this process. After you have completed the step-by-step wizard, you can review all of the information that you provided, make any corrections, and then deploy the OVA.

  4. Power on the VM Power on the deployed Polarity Server VM.

Initial OS Configuration

Login as the root user

After powering on the OVA you will be prompted to login. Login as the root user using the credentials provided to you by the Polarity customer success team.

Change root password

You will be prompted to change the OVA's root password. Please change the password to a strong password.

Setup Networking

You will then be prompted to setup networking (usually as simple as activating the network connection)

Setup Fully Qualified Domain Name

For example, if you plan to access your Polarity Server at https://polarity.mycompany.corp then you would set your FQDN to be “polarity.mycompany.corp”. The FQDN you enter will be used to generate a self-signed certificate for the Polarity Server.

Setup Self Signed Certificate

You will be prompted to provide information required for the self-signed certificate. Valid default values are automatically provided for you and can be accepted by pressing <ENTER> at each prompt.

Setup Polarity "admin" user password

The final step is to set a user password for the default “admin” Polarity User. You will use the admin user and password to initially log into the Polarity Server to create additional user accounts. Your Polarity Server is now running and will be accessible at the FQDN you entered or the IP address provided.

The admin user is used to login to the Polarity web interface via a browser or Polarity client while the root user is used to login to the Polarity Server via a terminal or command line.

Configuring Server FQDN

By default the Polarity server will assume the fully qualified domain name (FQDN) for your server matches the server hostname. If this is not the case, you will need to modify the Polarity Server config file to set the appropriate FQDN.

To modify the Polarity server config begin by opening the config file in an editor.

vi /app/polarity-server/config/config.js

Find the setting rest.fullyQualifiedDomainName and set it to your FQDN (you can also set this to an IP address):

"rest": { 
  "fullyQualifiedDomainName": "your.fqdn.com"
}

Save the change and restart the server process:

systemctl restart polarityd

It is common to use an IP address when you first setup your Polarity Server until you are assigned an FQDN. If that is the case, set the fullyQualifiedDomainName in the config.js to the server's IP address. Once you have a FQDN don't forget to update the config.js with the new value.

Install Polarity License

Before you can login to your new Polarity Server you will need to install a Polarity License. Please see the Installing License guide for instructions on how to do this.

Login to Polarity

To login to the Polarity web interface for the first time you can use a web browser and navigate to https://<your_polarity_fqdn> .

You will need to bypass the SSL warning as the self-signed certificate generated during the setup process will not be trusted by your browser.

You can login with the username admin and the password you generated as part of the Polarity Server OVA setup process. After logging in you can create additional user accounts and change the admin user account name.

Additional Steps

The above steps are the minimum necessary for getting your OVA up and running. However, we recommend additional steps depending on your environment.

Configure Proxy

If you will be running integrations that need to connect to the Internet and your organization requires the use of a web proxy for the Polarity Server to reach the Internet, please see the Configuring Proxy guide.

Installing Certificate Authority

If you will be running integrations that need to connect to internal APIs and services over SSL/TLS and those services are using certificates signed by an internal Certificate Authority then you will want to add that Certificate Authority to the OVA. See the Installing Certificate Authority guide for information on how to do this.

Enabling SMTP

If you will be using local accounts on the Polarity server then we recommend enabling SMTP on the Polarity Server. This will allow the Polarity server to send account creation emails to new users. Please see the Enabling SMTP guide for more information.

Upgrading your OVA

Once you have deployed your OVA you can keep it up-to-date using Polarity upgrade RPMs. For instructions on upgrading to the latest release you can review the current release upgrade guide for CentOS 7 provided by your Customer Success representative.

To determine your current server version you can run the following status script from your Polarity server.

/app/polarity-server/scripts/polarity-status.sh

The self signed certificate is meant to get you up and running quickly but should be replaced by a trusted certificate as soon as possible. See the guide for how to install a trusted certificate.

Installing SSL Certificate
Installing License
Configuring a Proxy
Installing Private Certificate Authority
Enabling SMTP