QMetry and Reports Installation on AWS (using RDS & ECR) for RHEL8, RHEL9 and RHEL10

In this guide, we'll run you through installing QMetry Database on AWS RDS, QMetry Test Management application, and QMetry Reporting Tool in a 3 Tier Architecture on AWS.

This installation requires MySQL v8.4.8 on AWS RDS and installs QMetry over Apache Tomcat 11.0.5 and Open JDK 17.0.2 in a podman container.

AWS 3 Tier Architecture

3 Tiers

Installations

Server 1

QMetry Application

Server 2

QMetry Reports

AWS RDS 1

QMetry Database

AWS RDS 2

QMetry Reports Database

Pre-requisites

Confirm every item in the Pre-requisites for QMetry Application and Report Server Installation document. For hardware requirements, refer QMetry Deployment Document. After that confirm the following:

Prerequisite

What to confirm

Operating System

Linux - RHEL8, RHEL9 and RHEL10

Rootless or non-root user installations are not supported on RHEL OS.

Required commands

unzip, wget, curl, and vim commands are supported.

Internet access

Internet access is required to download and install Podman and QMetry installation images.

Firewall and SELinux

Both are disabled on every server during installation.

Proxy Servers

No proxy blocks downloads from the internet.

Server communication

The application and report servers can reach each other on the required ports.

Open ports

Ports 80, 443, 8081 and 3306 are free on the relevant servers.

Root access

Podman installation requires root user access.

Disk space

The Podman and data directories have enough free space.

Installation files

Get the QMetry_RHEL_Installer_ECR.zip files and podman credentials from QMetry Support.

In addition to this, ensure the following:

  1. By default, podman is managing storage under “/var/lib/” directory on the host machine. Make sure that both the directories have required disk space available as per usage requirement of QMetry application.

  2. QMetry Application's Server and QMetry Report's Server must have appropriate IAM roles assigned to communicate with various other AWS services like AWS ECR, AWS RDS, etc.

Required Ports

The following ports should be open:

Installation

Ports that need to be enabled and should be available for use

AWS RDS - QMetry Application Database and QMetry Reports Databases

3306 for both RDS

QMetry Application

80/443

QMetry Report

80/443, 8081 & 3306

AWS EFS

2049

AWS ElastiCache (if enabling the optional Redis Cache Cluster)

6379

  • QMetry Application and Report Servers should be able to communicate over 80/443 and Database Server 3306/DB Ports.

  • Port 8081 should be enabled/open on Reports Server.

  • The ports 80/443 and 3306 on the respective servers should be free.

  • QMetry App server should be able to communicate with the report's server on port 3306.

Configure AWS EC2 to authenticate with AWS ECR Service

Install and configure AWS Credential Helper. If you want to use AWS IAM Role based authentication mechanism for ECR authentication from AWS EC2, then follow this step. Else, skip this step and make sure that you have done authentication with AWS ECR from QMetry and Report EC2 server before moving to the next step.

Refer to Github Credential Helper for more details.

Placing QMetry and Report Podman Images on the AWS ECR

Get Podman Image and place it on ECR. Perform these steps on the machine from which Docker Hub Container Image Library | App Containerization is accessible. It is required to have podman tool installed on this machine. Also, make sure that you have credentials for the ECR. In this step, we will download QMetry and Report podman image from podman repository and push it to the ECR repository.

Follow the steps mentioned below.

  1. Log in to Podman. Eenter the Podman credentials provided with the installation package.

    podman login   
  2. Pull the QMetry and Report podman images from podman repository.

    podman pull qmetry/qmetry:latest
    podman pull qmetry/qmetry:reports_latest  
  3. Tag QMetry and Report podman images with ECR.

    podman tag qmetry/qmetry:latest <ECR_Repo_Url>/qmetryapp:latest
    podman tag qmetry/qmetry:reports_latest <ECR_Repo_Url>/qmetryreport:latest 
  4. Log in with AWS ECR.

    If you have set up and configured AWS Credentials Helper utility on EC2 servers, then skip this step and move to the next step.

    Else, login with AWS ECR. If you have ECR credentials, then log in with ECR using it.

    podman login <ECR_Repo_Url>     

    If you have AWS CLI installed and configured on EC2, then you can use the following method to do authentication with ECR.

    aws ecr get-login-password --region <regionID> | podman login --username AWS --password-stdin <ECR_Repo_Url>     
  5. Push QMetry and Report podman images to ECR.

    podman push <ECR_Repo_Url>/qmetryapp:latest
    podman push <ECR_Repo_Url>/qmetryreport:latest

Create and Configure 2 RDS Instances

Create two RDS instances that share a common parameter-group family, one for the Application database and one for the Reports database.

Step 1. Create DB parameter groups

To create a DB parameter group, do the following:

  1. Go to AWS Management Console and open the Amazon RDS console.

  2. In the navigation pane, select Parameter groups.

  3. Select Create parameter group.

  4. Parameter group family: Select mysql8 as DB parameter group family.

  5. Group name: Provide the name of the new DB parameter group.

  6. Description: Provide a description for the new DB parameter group.

  7. Click Create.

Repeat these steps to create a second parameter group for the Reports RDS instance.

Step 2. Edit the parameter groups

To edit the parameter groups, do the following:

  1. Open the parameter group that you created for the application database.

  2. Set the following parameters, and then save your changes.

    Parameter

    Value

    binlog_format

    ROW

    character_set_client

    utf8mb4

    character-set-client-handshake

    0

    character_set_server

    utf8mb4

    collation_server

    utf8mb4_unicode_ci

    group_concat_max_len

    500000000

    innodb_autoinc_lock_mode

    2

    innodb_thread_concurrency

    10

    log_bin_trust_function_creators

    1

    lower_case_table_names

    1

    max_allowed_packet

    536870912

    sql_mode

    NO_ENGINE_SUBSTITUTION,STRICT_TRANS_TABLES,ERROR_FOR_DIVISION_BY_ZERO

    thread_cache_size

    200

    innodb_log_buffer_size

    536870912

    innodb_log_file_size

    1073741824

  3. Open the parameter group that you created for the Reports database.

  4. Set the following parameters, and then save your changes.

    Parameter

    Value

    character-set-client-handshake

    0

    group_concat_max_len

    500000000

    innodb_autoinc_lock_mode

    2

    innodb_strict_mode

    0

    lower_case_table_names

    1

    max_allowed_packet

    536870912

    thread_cache_size

    200

Step 3. Create the Application Database RDS

To create application database RDS, perform the following steps:

  1. Create an RDS with MySQL database version 8.4.8

  2. Enter the RDS instance name, user name, and password.

  3. Select the application DB parameter group that you configured in Step 2.

  4. Start the service: RDS → Databases → Actions → Start.

  5. Connect to the application RDS instance and run the following so MySQL bin logs survive restarts (required for dependable report sync):

    call mysql.rds_set_configuration('binlog retention hours', 24);

Note

Save the Application RDS username, password, schema name, and endpoint. You will need them during installation.

Step 4. Create the Reports Database RDS

To create Reports Database RDS, perform the following steps:

  1. Create an RDS with MySQL database version 8.4.8

  2. Enter the RDS instance name, user name, and password.

  3. Select the Reports DB parameter group that you configured in Step 2.

  4. Connect to the Reports RDS and create the analytics schema:

    CREATE SCHEMA `qtmanalytics` DEFAULT CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;

Note

Save the Reports RDS username, password, schema name, and endpoint.

Prepare Shared Storage (EFS)

Set up Amazon EFS so that all QMetry application nodes share the same data directory.

  1. Create an EFS file system. Make sure that all Amazon Elastic Compute Cloud (EC2) servers that run the QMetry application can access it. In the security group, open inbound port 2049 for connections from the EC2 servers.

  2. When you create the application EC2 instance, go to Configure storage**, select File systems. Select the file system that you created in the previous step. Refer to the AWS Official Documentation for attaching EFS file system when creating an EC2 instance.

  3. Mount the EFS file system to a directory on the EC2 server. Example, `/opt/qmetryapp`. Use the same directory as the application directory during installation.

Install QMetry Application

To install QMetry Application, perform the following steps:

Note

Recommended: Back up the application data directory on a regular schedule. Periodic backups help prevent data loss if a disaster occurs.

  1. Copy QMetry_Linux_Installer.zip installation file received from QMetry Support to your server. Go to the directory where this file is kept and unzip the file.

    unzip QMetry_Linux_Installer.zip
  2. Run the installer.

    cd QMetry_Linux_Installer 
    sudo su
    chmod +x install.sh
    ./install.sh
  3. Enter your response for the online prompt.

    Options

    Allowed Values

    Default Value

    Recommended Value

    Do you want to make an online installation (Y/N)?

    Y, y, N, n

    Y

    Y

  4. Enter the docker credentials that you received from QMetry support.

  5. At the main installation menu, type 2 to install the QMetry application.

    image-20260331-061107.png
  6. Enter a directory path on the host machine to store QMetry data such as attachments, licenses, imports, and exports. You can specify any valid path, and the installer creates the directory automatically if it does not exist.

    Options

    Description

    Example

    Please enter QMetry application directory

    Enter the EFS file system directory mounted for QMetry installation from the pre-requisites section above step 1.

    /opt/qmetryapp

  7. Configure the parameters.

    Options

    Details

    Default Value

    Example

    Enter QMetry Database Hostname

    Enter QMetryDatabase Host as DNS/IP Address

    <RDS DB Endpoint>

    Enter RDS DB Endpoint

    Enter QMetryDatabase Port

    Enter QMetryDatabase Port. If it is unchanged, use "3306" as the Database port.

    3306

    3306

    Enter QMetryDatabase Schema

    QMetry Application Database schema name.

    qmetry

    qmetry

    Enter QMetryDatabase Username

    QMetry Application Database root user name

    -

    dbadmin

    Enter QMetry Database Password (root user)

    Enter QMetryApplication Database Password for the root user.

    -

    QMetry@123

    Enter QMetry User (admin) Email (admin user)

    Enter QMetry user email address for Admin.

    -

    [email protected]

    Enter QMetry User (admin) Password

    Enter QMetry user password for Admin.

    -

    Admin@123

    Enter Min. Heap Memory for the webserver

    Enter Heap Memory in GB(s)

    2

    2

    Enter Max. Heap Memory for the webserver

    Enter Heap Memory in GB(s)

    4

    4

    Enter QMetry Database Connection Pool Size

    Enter Pool Size in number format

    100

    100

  8. Verify the docker.

    docker ps
    docker_ps.png
  9. Get QMetry License and install it.

    • Evaluation: Use the evaluation license, valid for 30 days, that you received with the installation.

    • Commercial: You must generate a license using the server MAC address and domain name.

      • Get MAC address

        ifconfig 
      • Send the domain name and MAC address to QMetry Support at [email protected] to request your license.

      Once you receive license.key from QMetry Support, you can follow the Steps to Apply License File.

  10. Open the QMetry application in a browser at the following address, where you substitute your own value. http://<your IP address OR domain name>. Log in with the Default QMetry credentials.

    • Username: admin

    • Password: <user specified password in Step # 4 >

    MySQL database is installed on port 3306 with the following details.

    • Username: root

    • Password: <user specified password in Step # 4 >

  11. Log in to the QMetry application and update the administrator profile.

    • Go to Admin Profile and click Edit.

    • Update the administrator email address in the Email field.

    • In the Base URL field, enter your QMetry URL.

    • Select Update.

    QSvrlog into QMetry application.png
  12. Configure Additional Tomcat settings.QMetry installs with a default configuration for minimum and maximum heap memory. You can adjust these settings to match your hardware configuration. For more information, refer to Additional Configuration.

Install QMetry Reports

Note

If you have purchased Advanced Reporting, then you will need a separate server for installing QMetry Reports.

To install QMetry Reports on the second server, perform the following steps:

  1. Connect to the report server. Upload the QMetry_RHEL_Installer_ECR.zip to the /opt directory of the Report server and extract it with the following commands.

    sudo su -
    cd /opt
    unzip QMetry_RHEL_Installer_ECR.zip
    cd QMetry_RHEL_Installer_ECR/
  2. Run the reports installer.

    chmod +x install.sh
    ./install.sh
  3. Enter your response to the online prompt.

    Options

    Allowed Values

    Default Value

    Recommended Value

    Do you want to make an online installation (Y/N)?

    Y, y, N, n

    Y

    Y

  4. Enter the podman credentials that were shared as part of the installation package.

  5. On the main installation menu, type 3 to install QMetry reports.

    image-20260331-061107.png
  6. Configure the report parameters.

    Options

    Details

    Default Value

    Example

    Enter Number of CPUs to allocate

    Allocate 3/4th of the available CPUs. For example, if CPU has 8 cores, enter 6.

    To check total CPUs, run the command : lscpu

    4

    6

    Enter Memory to allocate in GB(s)

    Entered memory would be used by the sync job while running full sync of data. Enter 3/4th of total memory available on the server. For example, if the memory on the server is 24 GB, enter 18.

    4

    18

  7. Wait for the script to finish and enter the following details:

    Options

    Details

    Example

    Enter Mysql Database Host IP / DNS Name (Qmetry)

    Enter Database Host Public IP/DNS of QMetry application.

    Specify QMetry App RDS DB Endpoint

    Enter Mysql Database Port (Qmetry)

    Enter Database Port of QMetry application. If it is unchanged, use "3306" as Database port.

    3306

    Enter Mysql Database Schema (Qmetry)

    Enter Database schema name of QMetry application.

    qmetry

    Enter Mysql Database Username (Qmetry)

    Enter Database username of QMetry application. If it is unchanged, use "root" as username.

    root

    Enter Mysql Database Password (Qmetry)

    Enter Database password of QMetry application.

    QMetry@123

    Enter Mysql Database Host IP / DNS Name (Reports)

    Enter Database Host Public IP/DNS of QMetry Report.

    Specify QMetry Reports RDS DB Endpoint

    Enter Mysql Database Port (Reports)

    Enter Database Port of QMetry Report Database. If it is unchanged, enter "3306" as Database Port.

    3306

    Enter Mysql Database Schema (Reports)

    Enter Database schema name as “qtmanalytics“ for QMetry Reports Database.

    qtmanalytics

    Enter Mysql Database Username (Reports)

    Enter Database username of QMetry Reports Database. If it is unchanged, use "root" as username.

    root

    Enter Mysql Database Password (Reports)

    Enter Database password of QMetry Reports Database.

    QMetryreports@!Nf0#

    Enter Port To Start SyncJob (Reports)

    Reports Sync Job runs from this port - 8081.

    8081

    Do you want to Run Force Sync Now? (y/n)

    Enter y to sync all the QMetry data to Reports Database with the current script.

    Always enter y at the time of fresh reports install.

    Y

    Enter Memory to allocate in GB(s) to Spark

    Entered memory would be used by the sync job while running full sync of data. Enter 3/4th of total memory available on the server. For example, if the memory on the server is 24 GB, enter 18.

    18

  8. After successful installation of QMetry Report, you will see the message "QMetry Report Installation is complete".

    Note

    In cases when you need to force sync to re-sync any missing data, just repeat step 6, and skip all parameter details (by hitting enter) and just enter y when prompted for a force sync.

  9. Verify the podman.

    podman ps 
    image-20220215-070122__1_.png
  10. Restart the report services.

    systemctl restart qmetry-reports
  11. Configure the database connection.

    • Log in to QMetry with administrator credentials and go to Customizations.

    • Select Insight Configuration and open Database Configuration tab.

    • Under Database Configuration tab, enter the following details:

      • Host: Reports Server Host Public IP/DNS.

      • Port: 3306

      • Username: root

      • Password : <Enter Report database password>

      • Database Name: <Report DB schema specified during installation>

    • Select Test to confirm a successful connection, and then select Test & Save.

      image-20260416-074350.png
  12. Set up the report data sync.

    On the Sync Data tab, set up the Report Data Sync from your reports server to QMetry Reporting.

    • Report Server URL: Enter your report server domain URL followed by port 8081. Confirm that port 8081 is open on the report server.

    • Select Test to confirm a successful connection and then select Test & Save.

    Note

    Run Sync Data the first time after you install QMetry reports installation. The time that the sync takes depends on the amount of data in QMetry. You can monitor sync progress and status in the interface. QMetry custom reports are not accessible while the sync runs. Run the sync only during off-peak hours.

    Users can start using QMetry Reports when the sync is completed. QMetry remains available during this time.

    image2020-7-1_12-31-2.png

Enabling Redis Caching Cluster (optional)

QMetry provides a capability for improving the overall performance and scalability even more by setting up Redis Caching Cluster. This step is optional. Follow the below steps to configure Redis Cache.

  1. Create a Redis cluster using AWS ElastiCache service for the Redis v7.0.7

  2. AWS ElastiCache Redis Cluster should be accessible to all the EC2 servers of QMetry application for caching related communication and configuration.

    • Ensure port #6379 is opened for incoming connections in the security group to allow connections from AWS EC2.

    • Port #6379 should be free and not in use by other applications.

  3. Configure Redis connection details in QMetry.

    1. Login to QMetry Application using “admin“ account, and go to the top right corner admin > Profile section. Edit the Profile.

    2. Enter the Redis URL and Test. In case, the test fails, check and ensure connectivity between ElastiCache Redis Cluster and AWS EC2.

    3. Upon successful Test, update the details.

Redis_URL_setup__2_.png

Install Automation API Features

Installing the Automation API with your on-premises QMetry installations will enable several automation API related features including faster automation result file imports into QMetry. If you plan to use Automation APIs to import test results into QMetry, refer toInstallation for Automation API.

Get Support

If you encounter any issues during installation, create a ticket on the SupportPortal.

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