Section

• InterSystems IRIS Management Basics

  Learn the basics of InterSystems IRIS® data platform and the tools that help system administrators perform common tasks through the lifecycle of their products.

  Once you complete this path, you will use InterSystems documentation for regular operation and troubleshooting.

  
  This path contains ten sections. One, get oriented, 25 minutes. Two, install locally or in the cloud, 40 minutes. Three, Configure InterSystems IRIS, 1 hour 30 minutes. Four, Configure and manage security, 40 minutes. Five, Monitor the system, 40 minutes. Six, manage users and system processes, 1 hour. Seven, Improve performance and scalability, 1 hour 15 minutes. Eight, implement system continuity, 2 hours. Nine, Upgrade InterSystems IRIS, 10 minutes. Ten, troubleshoot the system, 25 minutes. Eleven, final exercise, 1 hour.
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• Before you begin...

  Get an introduction to InterSystems IRIS (video only, 4m).
• 1. Get oriented

  Find out what InterSystems IRIS is, as well as the basic architecture that underlies it.

  • Video: InterSystems Architecture Overview (4m) URL
  • Video: Introduction to the Management Portal (3m) URL
  • Video: Using the Terminal (3m) URL
  • Video: Integration Overview (4m) URL

    Watch video only.

  • Exercise: Globals QuickStart (10m) URL
• 2. Install locally or in the cloud

  With InterSystems IRIS, you can choose where to install your product. Learn how to install InterSystems IRIS, start and stop your instance, configure basic settings, and install a production-grade web server if your application requires it.

  • Documentation: Multiple ways to install InterSystems IRIS (2m) URL
  • Local

    For those installing with a kit on your local machine, a server, or a virtual machine.

  • Documentation: Installation Basics (choose your OS) (4m) URL
  • Containers

    For those installing within a Docker container from an InterSystems IRIS container image.

  • Video series: Docker Containers and InterSystems IRIS (7m total) URL
  • Video: Run InterSystems IRIS Community Edition Using Docker (3m) URL
  • Video: Kubernetes Overview (4m) URL
  • Licensing

  • Documentation: Configuring InterSystems IRIS Licensing and License Servers (8m) URL
  • Documentation: Activating a License Key (10m) URL
• 3. Configure InterSystems IRIS

  Set up your first namespaces and databases and learn how they relate to the underlying data structure. Then configure the Configuration Parameter file (CPF), memory, and alerts.

  
  

  • System

  • Documentation: Start, Stop, and List instances through the Terminal (15m) URL
  • Documentation: Configuring System Information (15m) URL
  • Documentation: Introduction to the Configuration Parameter File (15m) URL
  • Developer Community Post: Looking at Memory (30m) URL
  • Documentation: Web Application Architecture (5m) URL
  • Video: Configuring the InterSystems Web Gateway (7m) URL
  • Namespaces

  • Documentation: Namespaces and Databases (20m) URL
  • Documentation: Create/Modify a Namespace (4m) URL
  • Documentation: Configuring Namespaces (20m) URL
  • Databases

  • Documentation: Create a Local Database (5m) URL
  • Documentation: Configuring Databases (35m) URL
  • Documentation: Maintaining Local Databases (25m) URL
• 4. Configure and manage security

  Set up users and roles with the in-product tools and authentication options that help you configure and manage security.

  • Overview

  • Documentation: Overview of InterSystems IRIS Security (8m) URL
  • Video: Users and Roles in InterSystems IRIS (6m) URL
  • Configure and manage security

  • Documentation: Command Line Options: ^SECURITY (7m) URL
  • Documentation: Use Services to connect to InterSystems IRIS (3m) URL

    Read introduction and "Available Services" only.

  • Documentation: Using Encrypted Databases (2m) URL

    Read introduction and "Create an Encrypted Database" only.

  • Documentation: System-Wide Security Parameters (2m) URL

    Scan page to be aware of the options.

  • Class Reference: Export security settings (1m) URL
  • Authentication

  • Documentation: LDAP and InterSystems IRIS (1m) URL
  • Documentation: Two-Factor Authentication (2m) URL

    Read introduction only.

• 5. Monitor the system

  Learn how to monitor the health of your systems and identify potential issues early.

  Note that you will learn about System Alerting & Monitoring (SAM) but be aware you can also use products such as Splunk or Datalog to trigger alerts.

  • Documentation: System Monitoring Tools (2m) URL

    Read introduction only.

  • Documentation: Monitoring Performance Using ^SystemPerformance (4m) URL

    Read introduction and "Running the ^SystemPerformance Utility" only.

  • Documentation: Monitoring InterSystems IRIS Using the Management Portal (25m) URL
  • Documentation: System Monitor (1m) URL

    Read introduction only.

  • Documentation: Database Details Page (3m) URL
  • Video: The Value of System Alerting & Monitoring (SAM) (5m) URL
  • If you continue to have issues after running ^SystemPerformance and performing troubleshooting, contact InterSystems Support.
• 6. Manage users and system processes

  Manage processes, locks, and journaling.

  • Documentation: Process Management (1m) URL

    Read introduction only.

  • Documentation: Lock Management (1m) URL
  • Documentation: Managing Current Locks System-wide (1m) URL

    Read introduction only.
    

  • Documentation: Using the Task Manager (20m) URL
  • Documentation: Journaling Overview (15m) URL
  • Documentation: Journaling Operation Tasks (15m) URL
• 7. Improve performance and scalability

  Review performance metrics to identify and optimize SQL queries. Then see how Enterprise Cache Protocol (ECP) improves scalability.

  • Optimize SQL performance

  • Video: Optimizing Your SQL Queries (50m) URL
  • Documentation: The Analysis Tools Interface (1m) URL
  • Documentation: Using Performance Analysis Toolkit Methods (1m) URL

    Read introduction only.
    

  • Implement scalability with ECP

  • Documentation: Horizontal Scaling for User Volume with Distributed Caching (15m) URL
  • Developer Community Post: ECP for Performance, Scalability and Availability (20m) URL
• 8. Implement system continuity

  Learn how to implement high availability through mirroring, regular backups, and journaling.

  • Online Course: Backup and Restore (1h) URL
  • Documentation: InterSystems IRIS Mirroring (4m) URL
  • Documentation: Monitoring Mirrors (25m) URL
  • Documentation: Configuring Journaling (15m) URL
• 9. Upgrade InterSystems IRIS

  Upgrade InterSystems IRIS using the upgrade guide and release notes.

  • Documentation: Upgrading an Instance (6m) URL
  • Documentation: Upgrading InterSystems IRIS Containers (5m) URL
  • Documentation: The latest Release Notes (1m) URL
• 10. Troubleshoot the system

  Learn about the many tools available to help you identify errors early and troubleshoot problems quickly.

  • Video: Reviewing the Application Error Log (3m) URL
  • Video: Reviewing the Messages Log and SYSLOG (4m) URL
  • Documentation: Using the InterSystems Diagnostic Report (1m) URL

    Read introduction only.
    

  • Documentation: Monitoring InterSystems IRIS Using the irisstat Utility (4m) URL

    Read introduction and "Viewing irisstat Output" only.
    

  • Documentation: Using Emergency Access if you get locked out (8m) URL
  • If you continue to have issues, make sure to run the InterSystems Diagnostic Report and then contact InterSystems Support.
• Final Exercise

  Put all your skills together and get hands-on to try some basic system administration tasks.

  • Exercise: Performing Common InterSystems IRIS Management Tasks (1h) URL
• What's next?

  Continue your learning with the following resources:

  • Documentation: Troubleshooting Guide (pre-release)
    
  • See how you can plan the capacity and improve performance of your data platform (Developer Community post, varies)
  • Get in-depth instruction on managing servers (classroom course, 5d)

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