EMC Documentum My Documentum for Microsoft SharePoint

Transcription

1 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide P/N A02 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright 2009 EMC Corporation. All rights reserved. Published November 2009 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners.

3 Table of Contents Preface... 9 Chapter 1 Introducing My Documentum for Microsoft SharePoint My Documentum for Microsoft SharePoint overview How My Documentum for Microsoft SharePoint works Chapter 2 Chapter 3 Planning for My Documentum for Microsoft SharePoint Installation Typical installation scenario My Documentum for Microsoft SharePoint prerequisites Obtaining the installer files Preparing for SSO Preparing the Active Directory service Creating the keytab file Encrypting the super user password Preinstallation checklist Installing and Configuring My Documentum for Microsoft SharePoint Deploying the EAR files Deploying the EAR files on JBoss Deploying the emc-dfs.ear file Deploying the emc-spa.ear file Copying the MDSP JAR files to DFS Referencing the JAAS login module Setting up the DFS handler chain Copying the runtime properties file to the EAR extraction folder Deploying the EAR files on BEA WebLogic Deploying the EAR files on Oracle AS Deploying the EAR files on IBM WebSphere Installing My Documentum for Microsoft SharePoint Deploying the solution in Central Administration Modifying the web.config file Activating the feature in SharePoint Completing the solution configuration Setting the Java memory allocation Setting logging permissions for the Application Pool account Completing SSO configuration Setting up LDAP authentication in Content Server Enabling SSO in the cssp.config file Chapter 4 Configuring Documentum Web Parts EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 3

4 Table of Contents Overview Add a Web Part Remove a Web Part Modifying Web Parts Modify Web Parts overview Modify a shared Web Part Appearance Title Height Width Chrome state Chrome type Layout Hidden Direction Zone Zone Index Advanced Allow Export mode Title URL Description Help URL Help mode Catalog icon image URL Title icon image URL Import error message Target audiences EMC Documentum ToolPane Libraries Inactive menu item options Display options Advanced features options Modify my Web Part Documentum Log In Appearance Title Height Width Chrome state Chrome type Layout Hidden Direction Zone Zone Index EMC My Documentum for Microsoft SharePoint My Documentum for SharePoint Site Settings DFS path configuration Library manager Advanced features configuration Property display options Column header settings Display options Documentum Library Documentum Search EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

5 Table of Contents Chapter 5 Customizing My Documentum for Microsoft SharePoint Configuring SSL Using a BOCS server Configuring BOCS in DA Modifying the MDSP config file Enabling CTS transformations Chapter 6 Removing My Documentum for Microsoft SharePoint Chapter 7 Troubleshooting Installation Locating the log files Your system fails the test for installation prerequisites There is a Web Part Error on the SharePoint site There are multiple DFS instances running Appendix A Configurable Settings Glossary EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 5

6 Table of Contents List of Figures Figure 1. Depiction of MDSP functionality Figure 2. Typical installation scenario Figure 3. Example of selected site Figure 4. Edit page for selected site Figure 5. Web Parts shared view edit options Figure 6. Changing the shared view to the personal view Figure 7. Web Parts personal view edit options Figure 8. Personalize this page Figure 9. Modify My Web Part Figure 10. Show Shared View Figure 11. Show Personal View Figure 12. Selecting Modify Shared Web Part Figure 13. Web Part editing pane Figure 14. Modify Shared Web Part Appearance Figure 15. Builder text entry box Figure 16. Modify Shared Web Part Layout Figure 17. Modify Shared Web Part Advanced (top and bottom halves of section) Figure 18. EMC Documentum ToolPane Figure 19. Library editing dialog box Figure 20. Modify My Web Part Figure 21. Documentum Login screen Figure 22. Modify My Web Part Appearance Figure 23. Builder text entry box Figure 24. Modify My Web Part Layout Figure 25. Site collection features page Figure 26. Site collection settings for EMC My Documentum Figure 27. DFS path configuration screen Figure 28. Library manager default screen Figure 29. Documentum login screen Figure 30. Modify Documentum libraries Figure 31. Advanced features configuration default screen Figure 32. Modify advanced features options Figure 33. Properties display options default screen Figure 34. Column header settings screen Figure 35. Modify column header settings Figure 36. Display options default settings Figure 37. Modify display options EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

7 Table of Contents Figure 38. Reordering according to selected attribute Figure 39. User actions for Web Parts Figure 40. Logging in Figure 41. Logged in Figure 42. Documentum Search log in Figure 43. Documentum search log in Figure 44. Simple Search Figure 45. Default screen for Documentum Search Figure 46. Logging out EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 7

8 Table of Contents List of Tables Table 1. MDSP installer packages and host locations Table 2. Windows domain functional levels for SSO Table 3. Preinstallation checklist Table 4. Configurable settings in cssp.config file EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

9 Preface This guide describes how to install and configure My Documentum for Microsoft SharePoint as an integration to an existing SharePoint deployment. It provides preinstallation guidance for My Documentum for Microsoft SharePoint as well as information relating to removal and troubleshooting. Intended audience This manual is intended primarily for administrators who are installing this application as an integration to an existing SharePoint deployment. You should have SharePoint knowledge and experience and be familiar with SharePoint s Central Administration interface. Revision history The following changes have been made to this document. Revision date October 2009 November 2009 Description Initial publication. Republished to reflect corrections to Deploying the emc-spa.ear file procedures in Chapter 3. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 9

10 Preface 10 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

11 Introducing My Documentum for Microsoft SharePoint Chapter 1 This chapter describes My Documentum for Microsoft SharePoint and its main functions: My Documentum for Microsoft SharePoint overview, page 11 How My Documentum for Microsoft SharePoint works, page 11 My Documentum for Microsoft SharePoint overview My Documentum for Microsoft SharePoint (MDSP) provides a set of Web Parts that can be easily deployed to Windows SharePoint Services (WSS) or Microsoft Office SharePoint Server (MOSS). These Web Parts provide direct client-level access to Documentum Content Server through a SharePoint interface. End users can access Documentum from SharePoint through the Documentum Library and Documentum Search Web Parts. Either Kerberos Single sign-on (SSO) or session-based SSO can be used to securely access Documentum features and content. How My Documentum for Microsoft SharePoint works In a My Documentum for Microsoft SharePoint deployment, SharePoint users have seamless access to content in a Documentum library. Several processes work together to manage this functionality, as illustrated in Figure 1, page 13. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 11

12 Introducing My Documentum for Microsoft SharePoint Client access to Documentum is handled as follows: 1. After starting a SharePoint session, a SharePoint user logs in to either the Documentum Library or Documentum Search Web Part. 2. The SharePoint server service gathers login information to pass to Documentum. 3. The Documentum Foundation Service (DFS) service passes user credentials to Content Server to obtain a session for the SharePoint user. 4. The SharePoint user is granted access to the Documentum library. Depending on which MDSP Web Part was invoked, the user can browse or search the library and perform actions such as check in, check out, and edit. The My Documentum for Microsoft SharePoint User Guide describes Documentum Web Part functionality in detail. 12 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

13 Introducing My Documentum for Microsoft SharePoint Figure 1. Depiction of MDSP functionality EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 13

14 Introducing My Documentum for Microsoft SharePoint 14 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

15 Planning for My Documentum for Microsoft SharePoint Installation Chapter 2 This chapter describes a typical installation, highlights any software or hardware considerations that you should be aware of before installing My Documentum for Microsoft SharePoint, and outlines preinstallation tasks: Typical installation scenario, page 15 My Documentum for Microsoft SharePoint prerequisites, page 16 Obtaining the installer files, page 17 Preparing for SSO, page 17 Preinstallation checklist, page 22 Typical installation scenario My Documentum for Microsoft SharePoint provides Web Parts that enable SharePoint users to search, browse, and access content in a Documentum Content Server. EMC Documentum Foundation Services (DFS) and SharePoint server services handle authentication requests between the SharePoint client and Documentum. Windows Active Directory service plays a role in handling Single sign-on (SSO). Many components of My Documentum for Microsoft SharePoint are installed on the DFS host. The installer executable (setup.exe) is deployed on all web front-end (WFE) servers in the SharePoint farm, and the solution is deployed to the farm through SharePoint Central Administration. Figure 2, page 16 illustrates an installation scenario in which DFS resides on the Content Server host; other configurations are possible. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 15

16 Planning for My Documentum for Microsoft SharePoint Installation Figure 2. Typical installation scenario In distributed environments, content transfer performance can be improved for remote users by configuring a Documentum Branch Office Caching Services (BOCS) server for MDSP. See Using a BOCS server, page 83 for details. My Documentum for Microsoft SharePoint prerequisites Successful MDSP installation requires these prerequisite applications: Microsoft Office SharePoint Server (MOSS) or Windows SharePoint Server (WSS) EMC Documentum Content Server The My Documentum for Microsoft SharePoint Release Notes specifies the certified versions of these prerequisites and provides more detailed requirements information. A specific build of Documentum Foundation Services (DFS) is required for My Documentum for Microsoft SharePoint. If you have previously deployed DFS, you will overwrite its files with the DFS EAR file supplied with MDSP. You do not need to uninstall an existing DFS application before deploying MDSP. If you plan to use BOCS in your MDSP deployment, BOCS and Documentum Administrator (DA) are additional prerequisites. 16 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

17 Planning for My Documentum for Microsoft SharePoint Installation Obtaining the installer files The MDSP installer files are packaged in three ZIP files on the EMC Documentum Download Center site. Before proceeding with installation or SSO preparation (where applicable), you should obtain the installer packages as FTP downloads from the Powerlink website ( and save the packages to the hosts listed below. Table 1. MDSP installer packages and host locations Name of installer package Contents Deployed to... My Documentum for Microsoft SharePoint setup.exe SSO folder containing: handler folder (contains SSO handler JAR files) samplefiles folder (contains authorized-service-handlerchain.xml, krb5.conf, local-dfs-runtime.properties, login-config.xml (for JBoss application servers only), login.config) Each WFE in the SharePoint farm DFS server host machine My Documentum for Microsoft SharePoint Services Documentum Foundation Services Hot Fix Build 230 tool folder (contains the trustpassword tool) emc-spa.ear emc-dfs.ear DFS server host machine DFS server host machine Preparing for SSO My Documentum for Microsoft SharePoint includes Kerberos Single sign-on (SSO) functionality. The procedures in Completing SSO configuration, page 38 cover the configuration tasks that are performed on the DFS server side to enable SSO. Administrators must also configure the SharePoint server to enable Kerberos authentication and impersonation. For example, you must deploy Windows Active Directory service and create a DFS service principal account (with the recommended name of dfsservice@domain) in the Kerberos domain. It is also important to ensure that the application pool user is a member of the WSS_WPG and IIS_WPG groups. Consult Microsoft documentation for instructions on configuring Kerberos authentication on MOSS or WSS. If the SharePoint server is not explicitly configured to support Kerberos SSO, My Documentum for Microsoft SharePoint will use session-based SSO. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 17

18 Planning for My Documentum for Microsoft SharePoint Installation It is recommended that you complete the following Kerberos SSO procedures before proceeding with MDSP installation: Preparing the Active Directory service, page 18 Creating the keytab file, page 19 Encrypting the super user password, page 20 If you do not wish to configure SSO, skip to Preinstallation checklist, page 22. Preparing the Active Directory service As part of SSO preinstallation, you need to configure some settings in Windows Active Directory (AD). The following procedure is performed on the Active Directory server and pertains to the domain functional levels outlined in Table 2, page 18. Table 2. Windows domain functional levels for SSO Domain functional level Domain controller operating system Windows Server 2003 Windows Server 2008 Windows 2000 mixed Windows 2000 native Windows Server 2003 interim Windows Server 2003 Windows Server 2008 Windows Server 2008 R2 To prepare Windows Active Directory for SSO: 1. If you have not already done so, create a DFS service principal account in Active Directory Server. This account will be used for creating a keytab file on the DFS server later on. For example, create an account named dfsservice. The principal account name will be dfsservice@<your domain name>. Note that the domain name should be in all uppercase letters. 2. On Windows Server 2003 only, modify the registry to allow the session key in TGT (ticket granting ticket): a. Go to Start > Run; enter regedit and click OK. b. Under HKEY_LOCAL_MACHINE, navigate to System\CurrentControlSet\Control\Lsa\Kerberos\Parameters. c. Ensure that the registry setting for allowtgtsessionkey is: Value Type: REG_DWORD Value: (1) 18 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

19 Planning for My Documentum for Microsoft SharePoint Installation 3. On the domain controller, open a command prompt. Run the setspn command to add the service principal name (<service name>/<fully qualified host name>) to the domain controller. In the following example, the service name (DFS) and host name of DFS server (dfsserver.spa.bj.local) is registered: setspn A DFS/dfsserver.spa.bj.local dfsservice Creating the keytab file Before a server can be configured to use the Kerberos protocol, a Kerberos keytab file must be created for the DFS server. This keytab file stores the DFS Service Principal s service key. Note: Creation of the DFS Service Principal account is a preinstallation task described earlier in this section. You use the kinit and ktab command tools provided by Java Development Kit (JDK) 1.5 to create the keytab file and manage the principal names and service keys stored in a local key table. Consult the JDK documentation for more information about these command tools. To create the keytab file: 1. Locate the krb5.conf file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor and configure the attributes in bold text with the appropriate values for your environment: [libdefaults] default_realm = MOSSTEST.LOC default_tkt_enctypes = des cbc md5 rc4 hmac aes128 cts default_tgs_enctypes = des cbc md5 rc4 hmac aes128 cts noaddresses = true [realms] MOSSTEST.LOC = { kdc = default_domain = MOSSTEST.LOC } where: MOSSTEST.LOC is your domain name. Be sure to use all uppercase letters is your Active Directory server IP address. Note: Java supports more encryption types than are configured by default in the MDSP krb5.conf sample file. If you are using a different encryption type in your Active Directory environment, consult the JDK 1.5 documentation to ensure that your encryption type is supported for Kerberos SSO. Additional supported encryption types can then be added to the krb5.conf file. Ensure that des cbc md5 encryption remains in this file, because the super user password tool uses the DES key for encryption. 2. Save the modified krb5.conf file to the <java home>\jre\lib\security directory. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 19

20 Planning for My Documentum for Microsoft SharePoint Installation 3. For verification purposes, run the kinit tool to obtain and cache the Kerberos ticket for the DFS Service Principal: kinit <your DFS service account> Here is an example: C:\Documents and Settings\dmadmin>kinit dfsservice You will be prompted to enter the password for this account and then you should get this message: New ticket is stored in cache file C:\Documents and Settings\dmadmin\krb5cc_dmadmin 4. Run the ktab tool to create a keytab file for the DFS service principal: ktab a <principal_name> k <keytab_name> where: The principal_name is the DFS account you created in Active Directory Server. The keytab_name is your keytab file name. You can name it anything and the file will be created at your current location. Here is an example: C:\Documents and Settings\dmadmin>ktab a dfsservice k dfsservice.ktab Note that after you enter <principal_name>, you will be prompted for your password. For security reasons, the password should never be specified on the command line or in a script. Caution: The generated keytab file is critical for the SSO solution to authenticate itself to a Kerberos domain. It must be protected by the highest security level. The keytab file should always be stored on a local disk; ensure it is always readable only by the DFS running account. Encrypting the super user password The super user account for Content Server authentication does not need to be an Active Directory domain account. The super user account, user name, and password must be the same across multiple repositories if all of these repositories are to be accessed via SSO. Perform the following procedure on the DFS host. 20 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

21 Planning for My Documentum for Microsoft SharePoint Installation To encrypt the super user password for Content Server authentication: 1. Configure a standard JAAS login configuration file that defines the same JAAS login as the DFS server login: Locate the login.config file (not the login-config.xml file) located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor such as WordPad. Change the value for the principal attribute so that it matches the DFS service principal account (such as [email protected]) created in Preparing the Active Directory service, page 18. Save the modified login.config file in another location: On WebLogic, the recommended location is the %USER_DOMAIN%\security folder. On all other application servers, save the file anywhere on the DFS host. 2. Locate the local-dfs-runtime.properties file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor. Configure the following five values for your environment: dfs.kerberos.realm This is the Kerberos domain name; for example, SPA.BJ.LOCAL. This value should be in all capital letters. dfs.kerberos.kdc This is the Kerberos domain controller s IP address or host name. dfs.kerberos.dfc.trustedprincipal This is the super user name for Content Server; for example, suser. This user may be the Content Server installation owner. dfs.kerberos.dfc.trustedcred.file This is the path to the encrypted password file; for example, C:\\contentservertrust.password. dfs.kerberos.signature.verify This value specifies whether the Kerberos signature should be verified. By default, this value is false. Save the modified local-dfs-runtime.properties file to a temporary location. Later on, you will copy this file to the DFS EAR extraction folder. 3. Run the trustpassword tool: a. Copy the SSO\tool folder (along with its lib subfolder) from the My Documentum for Microsoft SharePoint installer package to your DFS host. b. Run trustpassword.bat in a DOS command prompt window using the following command: trustpassword l <JAAS LOGIN FILE> p <LOCAL DFS RUNTIME PROPERTIES FILE> where: JAAS LOGIN FILE is the login.config file configured in Step 1 LOCAL DFS RUNTIME PROPERTIES FILE is the file modified in Step 2 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 21

22 Planning for My Documentum for Microsoft SharePoint Installation For example, if the login.config and local-dfs-runtime.properties files are in the current directory, the command would be: trustpassword l login.config p local dfs runtime.properties The program first logs itself in Kerberos domain according to configurations in the <JAAS LOGIN FILE>. c. When prompted to do so, enter the password of the super user (dfs.kerberos.dfc. trustedprincipal) added to the local-dfs-runtime.properties file in Step 2. You will receive confirmation that the super user s password was successfully encrypted and saved. The password is encrypted with the DFS Service Principal s secret key at the location specified in local-dfs-runtime.properties with the following parameter: dfs.kerberos.dfc.trustedcred.file. Preinstallation checklist Before you install MDSP, complete the following tasks: Table 3. Preinstallation checklist Requirement Review the system requirements documented in the My Documentum for Microsoft SharePoint Release Notes. Ensure that the prerequisite applications are installed and configured. Obtain installers and save them to the appropriate hosts. Ensure that the SharePoint server SSO requirements have been met if you wish to enable Kerberos functionality. Complete the Kerberos SSO preinstallation procedures listed in Preparing for SSO, page 17. If MDSP was previously installed on this host, be sure to remove it before reinstalling. For more information Refer to the My Documentum for Microsoft SharePoint Release Notes for the version you are installing. See My Documentum for Microsoft SharePoint prerequisites, page 16. Refer to Obtaining the installer files, page 17. See Preparing for SSO, page 17. Follow the procedures in Chapter 6, Removing My Documentum for Microsoft SharePoint. 22 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

23 Chapter 3 Installing and Configuring My Documentum for Microsoft SharePoint My Documentum for Microsoft SharePoint installation requires you to perform a number of installation tasks on Documentum Foundation Services (DFS) host machines in addition to configuration tasks in SharePoint Central Administration and SharePoint sites. Also, configuration files must be modified to enable successful integration between MDSP and the DFS server, and various authentication configuration tasks are required if you are using Kerberos SSO in your environment. The only Documentum Foundation Services (DFS) version that can be used with MDSP is provided in the Documentum Foundation Services Hot Fix Build 230 installer package. Before proceeding with installation, you should determine which host machine will serve as the DFS server. If you already have deployed DFS, either on the Content Server host or a separate host, you can overwrite its files with the DFS EAR file supplied with MDSP. You do not need to uninstall an existing DFS application before deploying MDSP. Consult the DFS documentation for additional information about DFS requirements and deployment scenarios. This chapter outlines the installation and configuration tasks required to install My Documentum for Microsoft SharePoint: Deploying the EAR files, page 24 Installing My Documentum for Microsoft SharePoint, page 34 Deploying the solution in Central Administration, page 34 Modifying the web.config file, page 35 Activating the feature in SharePoint, page 36 Completing the solution configuration, page 36 Setting the Java memory allocation, page 37 Setting logging permissions for the Application Pool account, page 38 Completing SSO configuration, page 38 is required only if you are enabling Kerberos SSO. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 23

24 Installing and Configuring My Documentum for Microsoft SharePoint Deploying the EAR files This section provides procedures for deploying the two MDSP EAR files on the DFS host on the following application servers: JBoss BEA WebLogic Oracle Application Server WebSphere Some SSO configuration steps are also included in these deployment procedures. Completing SSO configuration, page 38 outlines the remaining SSO steps that are performed after installation is complete. Tip: At certain times during EAR file deployment, you are asked to restart the application server. To ensure that configuration changes take effect and to avoid having multiple DFS instances running, you should delete temporary working folders on the application server before performing the restart. Deploying the EAR files on JBoss This section includes procedures for DFS hosts residing on JBoss application servers, in addition to SSO configuration: Deploying the emc-dfs.ear file, page 24 Deploying the emc-spa.ear file, page 25 Copying the MDSP JAR files to DFS, page 26 (for SSO only) Referencing the JAAS login module, page 27 (for SSO only) Setting up the DFS handler chain, page 28 (for SSO only) Copying the runtime properties file to the EAR extraction folder, page 28 (for SSO only) Deploying the emc-dfs.ear file The first installation step involves deploying the DFS EAR file, which is packaged in the DFS Hot Fix installer for MDSP. This EAR file comprises a DFS build that includes a number of MDSP specific patches that are essential for this application. Follow the procedure that is appropriate for your deployment scenario. To deploy the DFS hot fix on the Content Server host: 1. Locate the EMC DFS 6.5 SP2 Hot Fix Build 230 installer ZIP file that was downloaded during preinstallation (see Obtaining the installer files, page 17). Extract the emc-dfs.ear file to the emc-dfs folder, and then change the folder name to dfs.ear. 2. Go to the APP-INF\classes directory and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can 24 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

25 Installing and Configuring My Documentum for Microsoft SharePoint copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the APP-INF\classes\ directory. 3. From Windows Start > Run, open services.msc. Stop the Documentum Java Method Server service. 4. Go to C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\deploy. Delete the old dfs.ear folder, and then copy the new dfs.ear folder that was created in Step From Windows Start > Run, open services.msc. Start the Documentum Java Method Server service. To deploy the DFS hot fix on a separate host from Content Server: 1. Locate the EMC DFS 6.5 SP2 Hot Fix Build 230 installer ZIP file that was downloaded during preinstallation (see Obtaining the installer files, page 17). Extract the emc-dfs.ear file to the emc-dfs folder, and then change the folder name to dfs.ear. 2. Go to the APP-INF\classes directory and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the \APP-INF\classes\ directory. 3. From Windows Start > Run, open services.msc. Stop the EMC Documentum Foundation Services service. 4. Go to C:\Documentum\jboss4.2.0\server\DctmServer_DFS\deploy. Delete the old dfs.ear folder, and then copy the new dfs.ear folder that was created in Step From Windows Start > Run, open services.msc. Start the EMC Documentum Foundation Services service. The next procedure is Deploying the emc-spa.ear file, page 25. Deploying the emc-spa.ear file The emc-spa.ear file includes DFS web service extensions that are required by MDSP. Follow the procedure that is appropriate for your deployment scenario. To deploy the emc-spa.ear file with DFS on Content Server: 1. Locate the EMC My Documentum for Microsoft SharePoint Services file that was downloaded during preinstallation (see Obtaining the installer files, page 17). 2. Extract the emc-spa.ear file to the emc-spa folder, and then change the folder name to spa.ear. 3. Go to the APP-INF\classes directory and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the APP-INF\classes\ directory. 4. From Windows Start > Run, open services.msc. Stop the Documentum Java Method Server service. 5. Copy the spa.ear folder to C:\Documentum\jboss4.2.0\server\DctmServer_ MethodServer\deploy. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 25

26 Installing and Configuring My Documentum for Microsoft SharePoint 6. From Windows Start > Run, open services.msc. Start the Documentum Java Method Server service. 7. Test to ensure that it deployed correctly by verifying that WSDL can be viewed for one of the services. This can be done from a Web browser by navigating to: For DFS 6.5, the default port is To deploy the emc-spa.ear file with DFS on a separate host from Content Server: 1. Locate the EMC My Documentum for Microsoft SharePoint Services file that was downloaded during preinstallation (see Obtaining the installer files, page 17). 2. Extract the emc-spa.ear file to the emc-spa folder, and then change the folder name to spa.ear. 3. Go to the APP-INF\classes directory and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the \APP-INF\classes\ directory. 4. From Windows Start > Run, open services.msc. Stop the EMC Documentum Foundation Services service. 5. Copy the spa.ear folder to C:\Documentum\jboss4.2.0\server\DctmServer_DFS\deploy. 6. From Windows Start > Run, open services.msc. Start the EMC Documentum Foundation Services service. 7. Test to ensure that it deployed correctly by verifying that WSDL can be viewed for one of the services. This can be done from a Web browser by navigating to: For DFS 6.5, the default port is If you are enabling Kerberos SSO, proceed to Copying the MDSP JAR files to DFS, page 26. Otherwise, the next step is to run the MDSP installer. Copying the MDSP JAR files to DFS Several MDSP JAR files need to be copied to the DFS host to enable the SSO solution. Note: This procedure is required only for Kerberos SSO. To copy the SSO JAR files to the DFS host: 1. Stop the Documentum Java Method Server service. 2. Locate the following JAR files in the SSO\handler folder within the My Documentum for Microsoft SharePoint installer package: bcprov-jdk jar commons-logging-1.1.jar krbhandler.jar opensaml-1.1.jar 26 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

27 Installing and Configuring My Documentum for Microsoft SharePoint serializer.jar wss4j jar xalan jar xmlsec jar 3. Copy these JAR files to the following locations on the DFS host: C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\deploy\dfs.ear\APP- INF\lib C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\deploy\spa.ear\APP- INF\lib 4. Start the Documentum Java Method Server service. The next SSO procedure is Referencing the JAAS login module, page 27. Referencing the JAAS login module The login-config.xml file that resides on the DFS host requires an additional node for the DFSServer policy. You will copy this node from the login-config.xml sample file provided and then configure certain values in this node. The DFSServer <application-policy> node references the Java Authentication and Authorization Service (JAAS) login module, which represents a JDK 1.5 built-in Kerberos login module that will be used to authenticate DFS to the Kerberos domain. Note: This procedure is required only for Kerberos SSO. To configure the login-config.xml file for JAAS: 1. On the DFS host, locate the following login-config.xml files: The login-config.xml file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. The login-config.xml file located at: C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\conf (if DFS resides on the Content Server host) C:\Documentum\jboss4.2.0\server\DctmServer_DFS\conf (if DFS resides on a separate host from Content Server) 2. Open both files for editing. 3. Copy the DFSServer <application-policy> node from the sample file into the login-config.xml file in the JBoss folder. 4. Close the sample file. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 27

28 Installing and Configuring My Documentum for Microsoft SharePoint 5. Configure the following attributes in the DFSServer <application-policy> node: <login-module code> This attribute represents the Kerberos login module that will be used to authenticate DFS to the Kerberos domain. usekeytab The value used in this option indicates the Keytab file that was created in Creating the keytab file, page 19. principal This is the DFS service principal account (such as created in Preparing the Active Directory service, page 18. Note: The value of <application-policy name> must be DFSServer. Consult the JDK 1.5 documentation for details about the other module options. 6. Save the login-config.xml file in the JBoss folder. Now proceed to Setting up the DFS handler chain, page 28. Setting up the DFS handler chain Note: This procedure is required only for Kerberos SSO. To enable the Kerberos handler in the DFS handler chain: 1. Locate the authorized-service-handler-chain.xml file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor and uncomment the Kerberos Handler tag; save this file to the directory in which you saved the emc-dfs.ear file from the DFS Patch for My Documentum for SharePoint installer package. You will be replacing the existing authorized-service-handler-chain.xml at this location with the modified version from the samplefiles folder. 2. Save the modified version of the authorized-service-handler-chain.xml from Step 1 to spa.ear\app-inf\classes. 3. Restart the DFS server so that it will be ready to receive the WSS-Kerberos message. Now proceed to Copying the runtime properties file to the EAR extraction folder, page 28. Copying the runtime properties file to the EAR extraction folder Locate the local-dfs-runtime.properties file that you modified in Step 2 of Encrypting the super user password, page 20. Copy the local-dfs-runtime.properties file to the dfs.ear\app-inf\classes and spa.ear\app-inf\classes folders. The next step is to run the MDSP installer. 28 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

29 Installing and Configuring My Documentum for Microsoft SharePoint Deploying the EAR files on BEA WebLogic The first installation step involves deploying the: DFS EAR file (emc-dfs.ear), which is packaged in the DFS Hot Fix installer. This EAR file comprises a DFS build that includes a number of MDSP specific patches that are essential for this application. SPA EAR file (emc-spa.ear), which is packaged in the MDSP Services download. This file includes DFS web service extensions that are required by MDSP. The following procedure describes how to deploy both EAR files to the DFS host on WebLogic. If you are using SSO in your deployment, it is necessary to perform some SSO configuration during this process so that this configuration is reflected in the EAR folders that are deployed using the WebLogic administration console. To deploy the MDSP EAR files on WebLogic application servers: 1. Locate the EMC DFS 6.5 SP2 Hot Fix Build 230 and EMC My Documentum for Microsoft SharePoint Services files that were downloaded during preinstallation (see Obtaining the installer files, page 17). 2. Extract the emc-dfs.ear and emc-spa.ear files to separate folders (such as dfs/ and spa/). 3. Go to the APP-INF\classes directory of each folder created in Step 2 and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the \APP-INF\classes\ directory. 4. For SSO only: a. Locate the following JAR files in the SSO\handler folder within the My Documentum for Microsoft SharePoint installer package: bcprov-jdk jar commons-logging-1.1.jar krbhandler.jar opensaml-1.1.jar serializer.jar wss4j jar xalan jar xmlsec jar b. Copy these JAR files to the APP-INF\lib directory of each folder created in Step 2. c. Locate the authorized-service-handler-chain.xml file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor and uncomment the Kerberos Handler tag; save this file to the APP-INF\classes directory of each folder created in Step 2. You will be replacing the existing authorized-service-handler-chain.xml at these locations with the modified version from the samplefiles folder. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 29

30 Installing and Configuring My Documentum for Microsoft SharePoint d. Locate the local-dfs-runtime.properties file that you modified in Step 2 of Encrypting the super user password, page 20. Copy the local-dfs-runtime.properties file to the dfs.ear\app-inf\classes and spa.ear\app-inf\classes folders. 5. Deploy the two EAR folders in the WebLogic administration console. 6. For SSO only, navigate to %DOMAIN_HOME%\bin and update the startweblogic.cmd file by adding the following line: set JAVA_OPTIONS=%JAVA_OPTIONS% -Djava.security.auth.login.config= <pathto>login.config where <pathto> references the login.config file created in Encrypting the super user password, page Restart the WebLogic application server. The next step is to run the MDSP installer. Deploying the EAR files on Oracle AS The first installation step involves deploying the: DFS EAR file (emc-dfs.ear), which is packaged in the DFS Patch download. This EAR file comprises a DFS build that includes a number of MDSP specific patches that are essential for this application. SPA EAR file (emc-spa.ear), which is packaged in the MDSP Services download. This file includes DFS web service extensions that are required by MDSP. The following procedure describes how to deploy both EAR files to the DFS host on Oracle Application Server. If you are using SSO in your deployment, it is necessary to perform some SSO configuration during this process so that this configuration is reflected in the EAR files that are deployed using the Oracle Enterprise Manager Application Server Control console. To deploy the MDSP EAR files on Oracle Application Server: 1. Locate the EMC DFS 6.5 SP2 Hot Fix Build 230 and EMC My Documentum for Microsoft SharePoint Services files that were downloaded during preinstallation (see Obtaining the installer files, page 17). 2. Extract the emc-dfs.ear and emc-spa.ear files to separate folders (such as dfs/ and spa/). 3. Go to the APP-INF\classes directory of each folder created in Step 2 and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the \APP-INF\classes\ directory. 4. For SSO only: a. Locate the following JAR files in the SSO\handler folder within the My Documentum for Microsoft SharePoint installer package: bcprov-jdk jar commons-logging-1.1.jar krbhandler.jar 30 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

31 Installing and Configuring My Documentum for Microsoft SharePoint opensaml-1.1.jar serializer.jar wss4j jar xalan jar xmlsec jar b. Copy these JAR files to the APP-INF\lib directory of each folder created in Step 2. c. Locate the authorized-service-handler-chain.xml file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor and uncomment the Kerberos Handler tag; save this file to the APP-INF\classes directory of each folder created in Step 2. You will be replacing the existing authorized-service-handler-chain.xml at these locations with the modified version from the samplefiles folder. d. Locate the local-dfs-runtime.properties file that you modified in Step 2 of Encrypting the super user password, page 20. Copy the local-dfs-runtime.properties file to the dfs.ear\app-inf\classes and spa.ear\app-inf\classes folders. e. Update the classpath by adding the following lines: APP-INF/lib/bcprov jdk jar APP-INF/lib/commons logging 1.1.jar APP-INF/lib/krbhandler.jar APP-INF/lib/opensaml-1.1.jar APP-INF/lib/serializer.jar APP-INF/lib/wss4j jar APP-INF/lib/xalan jar APP-INF/lib/xmlsec jar to the end of these manifest files located in the EAR folders created in Step 2: \services-bpm.war\meta-inf\manifest.mf \services-ci.war\meta-inf\manifest.mf \services-collaboration.war\meta-inf\manifest.mf \services-core.war\meta-inf\manifest.mf \services-search.war\meta-inf\manifest.mf f. Open the system-jazn-data.xml file (located at $ORACLE_HOME$/j2ee/$OC4J_Instance_ Home$/config/) for editing and add: <application> <name>dfsserver</name> <login modules> <login module> <class>com.sun.security.auth.module.krb5loginmodule</class> <control flag>required</control flag> <options> <option> <name>keytab</name> <value>c:\dfsservice.ktab</value> </option> <option> <name>usekeytab</name> <value>true</value> </option> EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 31

32 Installing and Configuring My Documentum for Microsoft SharePoint <option> <name>principal</name> </option> <option> <name>storekey</name> <value>true</value> </option> <option> <name>debug</name> <value>false</value> </option> </options> </login module> </login modules> </application> 5. Restart Oracle Application Server. 6. Package the EAR folders back to EAR files. 7. Open the Oracle Enterprise Manager Application Server Control console. Deploy emc-dfs.ear and emc-spa.ear. Ensure that the Search Local Classes First option is selected for the Web Module Class Loaders. Refer to Oracle documentation for details. 8. Complete the deployment using the Oracle Enterprise Manager Application Server Control console. The next step is to run the MDSP installer. Deploying the EAR files on IBM WebSphere The first installation step involves deploying the: DFS EAR file (emc-dfs.ear), which is packaged in the DFS Patch download. This EAR file comprises a DFS build that includes a number of MDSP specific patches that are essential for this application. SPA EAR file (emc-spa.ear), which is packaged in the MDSP Services download. This file includes DFS web service extensions that are required by MDSP. The following procedure describes how to deploy both EAR files to the DFS host on a WebSphere application server. If you are using SSO in your deployment, it is necessary to perform some SSO configuration during this process so that this configuration is reflected in the EAR files that are deployed using the IBM Integrated Solutions Console. To deploy the MDSP EAR files on IBM WebSphere: 1. Locate the EMC DFS 6.5 SP2 Hot Fix Build 230 and EMC My Documentum for Microsoft SharePoint Services files that were downloaded during preinstallation (see Obtaining the installer files, page 17). 2. Extract the emc-dfs.ear and emc-spa.ear files to separate folders (such as dfs/ and spa/). 3. Go to the APP-INF\classes directory of each folder created in Step 2 and update the dfc.properties file by copying the settings from your Content Server installation. On a Windows installation, the dfc.properties file you can copy is usually located at C:\Documentum\config; use this file to overwrite the dfc.properties file located in the \APP-INF\classes\ directory. 32 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

33 Installing and Configuring My Documentum for Microsoft SharePoint 4. Complete the procedure in the Deploying on IBM WebSphere section of the EMC Documentum Foundation Services 6.5 Deployment Guide to copy the required JAR files, create a shared library, and configure the class loader. 5. For SSO only: a. Locate the following JAR files in the SSO folder within the My Documentum for Microsoft SharePoint installer package: bcprov-jdk jar commons-logging-1.1.jar krbhandler.jar opensaml-1.1.jar serializer.jar wss4j jar xalan jar xmlsec jar b. Create a new shared library for the SSO JAR files. Copy the JAR files listed in Step a to this shared library. c. Create a JAAS login module using the Websphere console. In the console, navigate to Security > Secure administration, applications, and infrastructure > Java Authentication and Authorization Service > Application logins. Set the following parameters: Name: DFSServer Module name class: com.ibm.security.auth.module.krb5loginmodule; Authentication strategy: required Custom Properties: credstype = both debug = false principal = [email protected] usekeytab = file:///c:/dfs.keytab Note: The value shown here for principal is an example. d. Locate the authorized-service-handler-chain.xml file located in the SSO\sampleFiles folder of the My Documentum for Microsoft SharePoint installer package. Open the file in a text editor and uncomment the Kerberos Handler tag; save this file to the APP-INF\classes directory of each folder created in Step 2. You will be replacing the existing authorized-service-handler-chain.xml at these locations with the modified version from the samplefiles folder. e. Locate the local-dfs-runtime.properties file that you modified in Step 2 of Encrypting the super user password, page 20. Copy the local-dfs-runtime.properties file to the dfs.ear\app-inf\classes and spa.ear\app-inf\classes folders. 6. Package the EAR folders back to EAR files. If the folders reside on the DFS server, the folders can be deployed using the console without being packaged back to EAR files. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 33

34 Installing and Configuring My Documentum for Microsoft SharePoint 7. Deploy the EAR files by using the Integrated Solutions Console with the default values. Ensure that the deployed applications have references to the shared libraries. 8. Restart the WebSphere application server. The next step is to run the MDSP installer. Installing My Documentum for Microsoft SharePoint My Documentum for Microsoft SharePoint must be installed on each WFE in the SharePoint farm. To install My Documentum for Microsoft SharePoint on host machines: 1. Locate the EMC My Documentum for Microsoft SharePoint file that was downloaded during preinstallation (see Obtaining the installer files, page 17). Extract the file. 2. Launch the installer executable (setup.exe). 3. A Welcome message is displayed, listing the software that will be installed. Click Next. 4. The system detection screen lists the prerequisites for the MDSP host machine. Before proceeding with installation, you must verify that the host meets these requirements by clicking Test. If all prerequisites are present, click Next to proceed with installation. If you need to install some prerequisite applications before proceeding with MDSP installation, click Cancel. Confirm that you wish to abort installation, and click Finish to exit. If you receive Failed or Unchecked test results, click Cancel. Confirm that you wish to abort installation, and click Finish to exit. Install the necessary prerequisites and then return to Step 2. Consult Your system fails the test for installation prerequisites, page 90 for guidance relating to installation issues. 5. Click Install to begin installation. 6. You will receive confirmation when installation is complete. Click Finish to exit the wizard. Now proceed to Deploying the solution in Central Administration, page 34. Deploying the solution in Central Administration After the MDSP application is installed, it must be deployed to the farm or to specific web applications in the farm. This is an asynchronous process that can be scheduled at a specific time in order to reduce the load on the target servers. You must have Site Collection Administrator and SharePoint server host Administrator privileges in order to perform this procedure. 34 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

35 Installing and Configuring My Documentum for Microsoft SharePoint To deploy the solution to the farm: 1. Log in to Central Administration on SharePoint. 2. From the Operations tab, select Solution Management under Global Configuration. The Solution Management page appears, listing all of the solutions in the farm. 3. Select the My Documentum for Microsoft SharePoint solution by clicking on emc.sharepoint.mydocumentum.wsp. The Solution Properties page appears. 4. Click Deploy Solution to globally deploy this solution to the farm. The Deploy Solution page appears. 5. Choose when to deploy the solution. By default, the solution will be deployed immediately, but you can defer the deployment to a certain date and time if the load on the target servers is a concern. 6. Select either the entire farm (by selecting All content web applications) or a specific web application and port number to which to deploy the solution. 7. Click OK. The status of the solution changes to Deployed. The next step is Modifying the web.config file, page 35. Modifying the web.config file To configure the web.config file for MDSP: 1. Navigate to C:\Inetpub\wwwroot\wss\VirtualDirectories\<port number>. The default port number is Open the web.config XML configuration file for editing. 3. Uncomment the Session entry in <httpmodules>: <httpmodules>... <add name="session" type="system.web.sessionstate.sessionstatemodule" /> </httpmodules> 4. Change enablesessionstate from false to true as follows: <pages enablesessionstate="true" enableviewstate="true" enableviewstatemac="true" validaterequest="false" pageparserfiltertype="microsoft.sharepoint.applicationruntime.sppageparserfilter, Microsoft.SharePoint, Version= , Culture=neutral, PublicKeyToken=71e9bce111e9429c" asynctimeout="7"> 5. Save and close the file. After completing this task, perform an IIS reset. Then proceed to Activating the feature in SharePoint, page 36. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 35

36 Installing and Configuring My Documentum for Microsoft SharePoint Activating the feature in SharePoint After the solution is deployed, perform the following two tasks in SharePoint: Activate the My Documentum for Microsoft SharePoint feature on each WFE. You must have Site Collection Administrator and WFE Local Administrator privileges in order to perform this task. Populate the MDSP Web Parts to the site(s). You require Full Control permission on the site(s) to which MDSP is populated. To activate the My Documentum for Microsoft SharePoint feature: 1. Launch SharePoint. 2. From the root site of the site collection, open Site Actions (from the top right-hand corner of the screen). Choose Site Settings > Modify All Site Settings. The Site Settings page appears. 3. Select Site collection features under Site Collection Administration. The Site Collection Features page appears with a listing of all features currently deployed to this web application. 4. Locate the My Documentum for SharePoint feature and click Activate. The feature s status changes to Active. The My Documentum for SharePoint menu now appears on the Site Settings page. Note: In a multi-wfe environment, activating this feature on the first WFE may appear to activate it on all WFEs in the farm. If this occurs, you must first deactivate the feature on subsequent WFEs and then activate it to ensure that the resource file on the local server is updated properly. Proceed to Completing the solution configuration, page 36. Completing the solution configuration After activating the My Documentum for Microsoft SharePoint feature, perform the following configuration tasks: Identify the DFS server Assign libraries to the Web Parts To configure MDSP for DFS: 1. Launch SharePoint. 2. From the root site of the site collection, open Site Actions (from the top right-hand corner of the screen). Choose Site Settings > Modify All Site Settings. The Site Settings page appears. 3. Choose DFS path configuration under My Documentum for SharePoint. 36 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

37 Installing and Configuring My Documentum for Microsoft SharePoint 4. Input the URL for the DFS host. The default URL for DFS is host>:9080/services, where <DFS host> is the server name or IP address. Note: For SSL connections, be sure to use an HTTPS URL for the DFS path rather than an HTTP URL. Click Test to verify that the path is valid. 5. Click OK. Now follow the procedure below to choose the Documentum libraries that will be accessed by the MDSP Web Parts. To assign libraries to the Web Parts: 1. Launch SharePoint. 2. From the root site of the site collection, open Site Actions. Choose Site Settings > Modify All Site Settings. The Site Settings page appears. 3. Choose Library manager under My Documentum for SharePoint. 4. Select the libraries in Documentum Content Server that the MDSP Web Parts will access. 5. Click OK. The next mandatory procedure is Setting the Java memory allocation, page 37. Setting the Java memory allocation Application servers can slow down, throw exceptions, or crash with an application that has a large number of Java Server Pages. Thus, to avoid memory and performance issues, EMC Documentum recommends that you set the Java heap size on the application server hosting DFS to 1024 MB. The following procedure pertains to default DFS installations, wherein DFS is automatically deployed to the Content Server host on JBoss. Revise this procedure accordingly if you have installed DFS on a separate host and/or deployed it on a different application server. To modify the Java heap size on JBoss: 1. On Windows, open %DCTM_HOME%\jboss4.2.0\server\startMethodServer.cmd. 2. Change the following: set USER_MEM_ARGS=-Xms256m Xmx256m XX:PermSize=64m XX:MaxPermSize= 256m Xss256k XX:+DisableExplicitGC Xrs to: set USER_MEM_ARGS=-Xms1024m Xmx1024m XX:PermSize=64m XX:MaxPermSize= 256m Xss256k XX:+DisableExplicitGC Xrs 3. Restart the Documentum Java Method Server service. Proceed to Setting logging permissions for the Application Pool account, page 38. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 37

38 Installing and Configuring My Documentum for Microsoft SharePoint Setting logging permissions for the Application Pool account To ensure that the MDSP Web Parts can be successfully added to a site, logging permissions need to be set. You have three options available; choose the option that satisfies your organization s security requirements: Add the Application Pool account user to the local administrators group. Create the MDSPLog folder at C:\inetpub\wwwroot\wss\VirtualDirectories\<port number>\ and give the Application Pool account user Write permission to this folder. Give the Application Pool account user Write permission to C:\inetpub\wwwroot\wss\VirtualDirectories\<port number>\. MDSP will automatically create the MDSPLog folder at this location. If you are not using Kerberos SSO in your environment, this concludes the configuration procedures that are required as part of MDSP installation. You should now restart the DFS server. Then proceed to Chapter 4, Configuring Documentum Web Parts. If you are using Kerberos SSO, proceed to Completing SSO configuration, page 38. Completing SSO configuration While some SSO configuration was performed during EAR file deployment, the following procedures are required to complete SSO configuration and ensure that this functionality operates successfully: Setting up LDAP authentication in Content Server, page 38 Enabling SSO in the cssp.config file, page 42 The following procedures assume that you have deployed DFS in the default manner. That is, DFS is deployed automatically by the Content Server installer and it resides on the Content Server host. JBoss is the default application server in this scenario. If DFS is deployed on a separate host from Content Server, the paths referenced in this section will change accordingly. The Documentum Foundation Services Deployment Guide provides details about the different deployment scenarios available with DFS. For a default DFS deployment, the DFS application resides in this root folder: C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\deploy\dfs.ear\. The deployable package, dfs.ear file, is unpacked into the dfs.ear folder. Setting up LDAP authentication in Content Server Lightweight Directory Access Protocol (LDAP) authentication is used to bind the Content Server to the Active Directory and synchronize user accounts from Active Directory to Content Server. You use Documentum Administrator (DA) to perform this procedure. Consult the Documentum Administrator User Guide or online Help for information about adding or modifying an LDAP server configuration for this purpose. The following procedure outlines the specific details relating to SSO and is intended to augment, not replace, the DA documentation. 38 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

39 Installing and Configuring My Documentum for Microsoft SharePoint To configure the LDAP server for SSO: 1. On the Info tab of the LDAP server configuration, follow these guidelines: Assign a Name that identifies this as an Active Directory configuration. Select Enable this LDAP Configuration. For Directory Type, select Microsoft Active Directory from the list box. Complete this tab according to the Documentum Administrator documentation. Here is an example of an appropriately completed Info tab: EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 39

40 Installing and Configuring My Documentum for Microsoft SharePoint 2. On the Sync & Authentication tab, select Use DN stored with user record in repository from the Bind to User DN list box. 40 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

41 Installing and Configuring My Documentum for Microsoft SharePoint 3. On the Mapping tab, configure the LDAP server so that Content Server can synchronize the user accounts with the Active Directory service. Complete this tab according to the Documentum Administrator documentation. Here is an example of user and group mapping that illustrates how all accounts with company=mycompany are synchronized to Content Server: EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 41

42 Installing and Configuring My Documentum for Microsoft SharePoint 4. Under property mapping, map the following properties: user_os_domain: This is the Active Directory s domain name. It must be in lowercase letters. user_os_name: This is the logon name in Active Directory, which is represented in the samaccountname attribute in LDAP. user_login_name: Documentum users use this property when logging in to Documentum applications. While user_login_name can be any valid value, it is recommended that you map samaccountname as user_login_name. With this setting, Documentum users can use the Active Directory s logon name to log on to Documentum applications, such as Webtop. Note: Ensure that user_login_name is in Kerberos principal format: primary@realm, where REALM is in upper case letters. 5. Click OK when you have completed configuration of the new LDAP server. 6. Enable the dm_ldapsynchronization job. By default, this job is installed in inactive state; you should verify that its property settings are suitable and then activate the job. Consult the Documentum Administrator User Guide or online Help for more information. Content Server uses the dm_ldapsynchronization job to synchronize the entries in the directory server and the repository. Enabling SSO in the cssp.config file SSO must be enabled in the cssp.config file, and the DFS Service Principal account needs to be specified. To configure SSO in the cssp.config file on the MDSP server host: 1. Navigate to C:\Program Files\Common Files\microsoft shared\web Server Extensions\12\TEMPLATE\LAYOUTS\CSSP\Config. 2. Open the cssp.config file for editing. 42 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

43 Installing and Configuring My Documentum for Microsoft SharePoint 3. Enable SSO by changing: <add key="enablesso" value="false" /> to: <add key="enablesso" value="true" /> 4. Add the DFS Service Principal account to the following entry: <add key="kerberosserviceaccount" /> Ensure that this account name matches the principal name configured in Step 1 of Encrypting the super user password, page 20. The value [email protected] above is an example. 5. If desired, you can modify the default value of <SessionTimeout>. This setting sets the session time-out value for SSO; the default value is Save and close the file. Restart IIS to activate this change. Then proceed to Chapter 4, Configuring Documentum Web Parts. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 43

44 Installing and Configuring My Documentum for Microsoft SharePoint 44 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

45 Chapter 4 Configuring Documentum Web Parts This chapter contains the following sections: Overview, page 45 Add a Web Part, page 46 Remove a Web Part, page 48 Modifying Web Parts, page 49 Modify Web Parts overview, page 49 Modify a shared Web Part, page 51 Modify my Web Part, page 61 EMC My Documentum for Microsoft SharePoint, page 66 My Documentum for SharePoint Site Settings, page 67 DFS path configuration, page 68 Library manager, page 68 Advanced features configuration, page 70 Property display options, page 72 Column header settings, page 74 Display options, page 75 Documentum Library, page 77 Documentum Search, page 79 Overview Only the administrator of a SharePoint site can add My Documentum for Microsoft SharePoint to a SharePoint site. Web Parts you add to a site inherit common property settings (Appearance, Layout, and Advanced properties) at the site collection level and impose the same view against all end users accessing the site. Only administrators can modify the shared view. End-users can modify the personal view to suit their individual viewing preferences. Common property settings inherited by Web Parts on all sites are configured from Documentum Content Services. For further details regarding each service, refer to My Documentum for SharePoint Site Settings, page 67. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 45

46 Configuring Documentum Web Parts The shared view or the individual view for a Web Part added to a site can be modified anytime. Although you can override site collection settings in an individual Web Part, you cannot specify separate settings at the site collection level. DFS must be configured for My Documentum for Microsoft SharePoint to connect to the Documentum Content Server and to configure correctly each Web Part. Contact your system administrator to configure DFS if it is not already configured. All Web Parts can be connected to one or more libraries and Documentum Search can be used to search multiple libraries. This chapter describes how to: Add and remove Web Parts. How to configure site collection settings of common properties inherited by Web Parts on all sites. How to modify common properties as shared/viewed by all end users. How an end user can modify shared site settings, of common properties made at the site collection level, to suit their viewing preferences. Subsequent chapters describe the various Documentum Web Parts. Add a Web Part You can customize the page layout when you add a Web Part to a site. The desired Web Parts can be added for example to the left zone/side or to the right zone/side of the page. Web Parts added to the left or right galleries can be dragged and dropped between the two galleries as necessary. Drag and drop can also be used to reorganize quickly the order of the Web Parts in either gallery. To add a Web Part without opening the tool pane: 1. Navigate to the site to which you want to add one or more Web Parts and select Site Actions > Edit Page. Figure 3. Example of selected site The screen refreshes displaying a Left and a Right gallery with the option to Add a Web Part at the top of each gallery. 46 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

47 Configuring Documentum Web Parts Figure 4. Edit page for selected site 2. Click Add a Web Part on the Left or on the Right gallery depending on which side of the page you want the Web Parts displayed. The respective Add Web Parts to Left or Add Web Parts to Right dialog box is displayed. 3. Select the checkbox for those items that you would like displayed on the page and click Add to accept. 4. Optionally, you can move Web Parts between the Left and Right galleries using drag and drop. Web Parts in either gallery can also be reorganized using drag and drop. Click the name bar of the Web Part to drag and drop. 5. Click Exit Edit Mode to see the results or new layout. Options in the edit menu, for each Web Part added, include the following actions in the shared view or in the personalized view. The edit menu in the personalized view when you select Show Personal View does not allow users to Delete a Web Part. The option to Delete is however available to administrators only in the shared view. Figure 5. Web Parts shared view edit options EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 47

48 Configuring Documentum Web Parts Figure 6. Changing the shared view to the personal view Figure 7. Web Parts personal view edit options Remove a Web Part Any Web Part, you do not want to display, can be removed from the page by closing it. There are two ways you can close a Web Part, by selecting the Edit Page option or by selecting Close from the listbox next to the Web Part name. Note: A closed Web Part is hidden from the site. Closed Web Parts can be added back to the site at a later time. The EMC My Documentum for Microsoft SharePoint Installation and Configuration Guide explains how to delete a Web Part permanently from SharePoint. 48 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

49 Configuring Documentum Web Parts To close a Web Part from the edit page 1. Navigate to the site you want to remove a Web Part from and select Site Actions > Edit Page. The Add a Web Part for both Left and Right galleries are displayed. 2. Click the "x" to the right of the Web Part name, next to the Edit button, to close it. 3. Click Exit Edit Mode to see the results or new revised layout. To close a Web Part from the listbox 1. Navigate to the site you want to remove a Web Part from and expand the listbox to the far right of the Web Part name. 2. Click Close. Modifying Web Parts Topics in this section include: Modify Web Parts overview, page 49 Modify a shared Web Part, page 51 Modify my Web Part, page 61 Modify Web Parts overview There are two types of Web Parts: My Web Parts (personalized view) and Shared Web Parts (shared view based on system privileges). The configuration of Web Parts can be controlled from two options: site administrators can use Modify Shared Web Parts to control how the page can be viewed for users with privileges to access the page. The system user who owns that page and Web Part can open the editing pane for Modify My Web Parts to control how the personalized pages can be viewed. Figure 8. Personalize this page To learn more about how to modify Web Parts for a personalized view, see Modify my Web Part, page 61. To open a personalizing editing pane for a particular Web Part, select the down arrow to the right of the Web Part name and then select Modify My Web Part from the listbox. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 49

50 Configuring Documentum Web Parts Figure 9. Modify My Web Part After you have modified the page for a personalized view, after you click, you can choose to Show Shared View, from the Welcome Web Part listbox at the top of the page, or... Figure 10. Show Shared View...while in the shared view, you can now choose a new option: Show Personal View, from the Welcome Web Part listbox at the top of the page. Figure 11. Show Personal View To modify the site collection settings for the two types of Web Parts, see the directions provided in Modify a shared Web Part, page 51 and Modify my Web Part, page EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

51 Configuring Documentum Web Parts Modify a shared Web Part There are some options that you have in the Modify Shared Web Part menus in the various areas of the screens that include Shared (common) Web Parts, as opposed to My (custom) Web Parts. In the examples, below, we use the Documentum Library Web Part. The Web Part in the following example is in Show Shared View. Click the listbox to view the menu and click Modify Shared Web Part. Figure 12. Selecting Modify Shared Web Part In the editing pane that opens, the top section by default identifies the logged in user. You can also select a View. The remainder of this editing pane covers modifications that you can make to the Appearance, Layout, and Advanced features of a Shared Web Part as well as the EMC Documentum ToolPane. Figure 13. Web Part editing pane Click the down-pointing arrows (circled in the image) to expand the EMC Documentum ToolPart section of the editing pane. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 51

52 Configuring Documentum Web Parts Appearance The Appearance editing section enables you to modify the title, height, width, chrome state, and chrome type by selecting from listboxes, entering new values in text fields, selecting units of measure, selecting options with radio buttons, and applying your changes with the Apply, OK, or Cancel buttons at the bottom of the editing pane. Figure 14. Modify Shared Web Part Appearance Title The title for this Shared Web Part can affect other users. Make sure to consider it carefully before changing it. Enter the name in the text box or keep the existing name. Alternatively, if you place your cursor in the text box, you can click the button displayed to open the builder. Enter your modifications in the builder and click OK to commit the changes. 52 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

53 Configuring Documentum Web Parts Figure 15. Builder text entry box Height To change the height of the Web Part pane, select Yes and enter a value in the text entry box. Then, select a unit of measure by which to adjust the height. The options are Centimeters, Inches, Millimeters, Points, Picas, and Pixels. The default setting is No, Adjust height to fit zone. This setting enables the height to be adjusted automatically to work within the available space. Width To change the width of the Web Part pane, select Yes and enter a value in the text entry box. Then, select a unit of measure by which to adjust the width. The options are Centimeters, Inches, Millimeters, Points, Picas, and Pixels. The default setting is No, Adjust width to fit zone. This setting enables the width to be adjusted automatically to work within the available space. Chrome state The Chrome State specifies whether the entire Web Part displays when you open (in this case) the Web Part. Normal is the default chrome state, which displays the entire Web Part. If set to Minimized, only the title bar displays. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 53

54 Configuring Documentum Web Parts Chrome type Enables you to choose whether the title bar and border of the Web Part are displayed. The options are: Title bar and border Title only Border only Layout The Layout section of the Modify Shared Web Part pane enables you to determine the viewing features of this Web Part, including whether the Web Part is Hidden, its Direction (left to right or right to left), its Zone in the window (as listed in the listbox), and its Zone Index. After you have completed your changes, click Apply and then click OK. Figure 16. Modify Shared Web Part Layout Hidden Select the Hidden checkbox and click Apply to hide this Web Part. To leave the Web Part visible, leave the checkbox deselected. Direction From the Direction listbox, select None, Left to Right or Right to Left for the direction of the Web Part. 54 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

55 Configuring Documentum Web Parts Zone For the Zone placement in the window, select the most suitable option from the listbox. Options vary according to which Web Part is being modified. Zone Index Enter a value in the text entry field to determine the order of position (or Zone Index) of this item in a zone that has more than one Web Part. To set the order, enter a positive integer in the text box. Use these simple rules regarding indexing of Web Parts in a zone: If the Web Parts in this zone are arranged from top to bottom, a value of 1 indicates that this Web Part is located at the top of the zone. If the Web Parts in this zone are arranged from left to right, a value of 1 indicates that this Web Part is located at the left of the zone. In an empty zone, an added Web Part has an index of 0 (zero). Then, a second added Web Part at the bottom or right side of this zone would then have an index of 1. To switch positions for the Web Parts, change their index values. Note: Indexed Web Parts must have unique index values. Consequently, if you change the value for one Web Part, that can change the value for other Web Parts. Advanced In the Advanced editing section of the Modify Shared Web Part pane, you can control some of the common functions, such as whether the Web Part can be minimized, closed, hidden, its zone changed, and so on. Figure 17. Modify Shared Web Part Advanced (top and bottom halves of section) EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 55

56 Configuring Documentum Web Parts Note: To apply your changes and continue to make other changes, click Apply rather than OK after each change. When you have completed all your changes, click OK. Allow Select or deselect the appropriate checkbox to allow or disallow these functions: minimize whether this Web Part can be minimized close whether this Web Part can be removed hide whether this Web Part can be hidden zone change whether this Web Part can be moved to another zone connections whether this Web Part can be connected to other Web Parts editing in personal view whether this Web Part can be modified in a personal view Export mode Export mode specifies the type of data that you allow to be exported for this Web Part. It is available depending on your configuration. If it is available, your export options are: all data non-sensitive data only Title URL If you link the title to a separate Web page with additional information about this Web Part, you can specify that URL here. 56 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

57 Configuring Documentum Web Parts Description The value that is entered in this text field is the screen tip that displays when hovering on the Web Part title or Web Part icon. This field value is also displayed when you search for Web Parts by using the Search command on the Find Web Parts menu of the tool pane in the following Web Part galleries: Site Virtual Server Web Part Page Help URL The location of the help file for this Web Part. Help is displayed in a separate browser window when you click the Help command on the Web Part menu. Help mode Choose how a browser window displays help content for a Web Part using one of the following options: Modal Opens a separate browser window if the browser is able to do so. You can close the window and return to the Web page. Modeless Opens a separate browser window if the browser is able to do so. You do not have to close the window before returning to the Web page. Modeless is the default value. Navigate Opens in the current browser window. Note: Although custom Microsoft ASP.NET Web Parts support Help Mode, SharePoint Services 3.0 help topics open only in separate browser windows. Catalog icon image URL You can specify the location of a file containing a 16 by 16 pixel image to be used as the catalog icon for this Web Part in the Web Part List. Title icon image URL You can specify the location of a file containing a 16 by 16 pixel image to be used as the title icon for this Web Part in the Web Part List. Import error message You can specify the location of a file containing a 16 by 16 pixel image used in the Web Part title bar. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 57

58 Configuring Documentum Web Parts Target audiences Web Parts can be targeted to display for only users who are members of a particular group or audience. In the Shared Web Part, under Advanced, add one or more audience names to the Target Audiences list. EMC Documentum ToolPane The EMC Documentum ToolPane is at the bottom section of the Documentum Library Modify Shared Web Part editing pane. You can select Libraries to edit, inactive menu item options, display options, and advanced feature options. Figure 18. EMC Documentum ToolPane 58 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

59 Configuring Documentum Web Parts Libraries Select a library to work with and select Modify Shared Web Part. Then click the Edit button on the ToolPane displayed to open the editing dialog box for the selected library. The properties that are already selected for display for that library are listed above the Edit button on the ToolPane. To edit the properties or object type, click the Edit button to start. In the dialog, the listbox for the Library list is grayed out if you are only logged into the library you are editing. If you are only logged into the library, the Edit button can be used. The Edit button is not displayed in the tool pane if you are not logged into the library. In the dialog, the library list is always grayed whenever you are logged into one or more libraries. You can select the Object type from the Object type listbox. Object types are Documentum object types. From the list of Available properties, select the properties that you want to display in the Library Web Part. You can move properties either from the Available Properties list to the Selected Properties list, or from the Selected Properties List you can remove a property by moving it back to the Available Properties list. To select or deselect properties for the Library Web Part: 1. Click to select a property in the Available Properties or Selected Properties list. 2. Click the Add button to move a selected property from the Available Properties to the Selected Properties list. Click the Remove button to move a selected property from the Selected Properties list to the Available Properties list. 3. After you are satisfied with the list of Selected Properties to display in the Library Web Part, click OK to commit your changes. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 59

60 Configuring Documentum Web Parts Figure 19. Library editing dialog box Inactive menu item options Select either Display mode or Hidden mode. Display mode: if selected, the menu is displayed so that the user can see what the options would have been. Hidden mode: if selected, the menu is hidden so the user cannot see what the options would have been. Display options Select either Simple pagination or Advanced pagination. Simple pagination: if selected, pagination is page by page using arrows. Advanced pagination: if selected, pagination can also be done with input of a specific page number to go directly to that page. Items per page: from the listbox, select the number of rows (of document items) on a page for viewable Library Web Parts. 60 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

61 Configuring Documentum Web Parts Advanced features options Use the checkboxes to enable or disable the following options: Enable UCF: if selected, the technology for content transfer is UCF. Otherwise, the default technology for content transfer is HTTP. UCF enables seamless content transfer, but requires a Java environment on the client machine. HTTP involves manual transfer and input of the transfer location. Refer to the Release Notes for system requirements. Enable virtual document management: if selected, the users can manage virtual documents in the system. Enable lifecycle management: if selected, the users can manage lifecycles in the system. Enable rendition management: if selected, the users can manage renditions in the system. Modify my Web Part Once you have selected Show Personal View from the Welcome listbox, you can click the down arrow for a Web Part and select Modify My Web Part from the resulting options menu to modify a Web Part. Figure 20. Modify My Web Part In addition, in the Documentum-related areas of the screen, the options menu includes an option to Login to Documentum. Documentum Log In To log in to Documentum: 1. From the options menu, select Login to Documentum. 2. Or, click the link where instructed to Please log in to browse this library. 3. From the listbox, select a library with which to work. 4. Enter the username, password, and domain for the library. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 61

62 Configuring Documentum Web Parts Figure 21. Documentum Login screen 5. Optionally, select the Save my credential for all libraries for future library logins. 6. Click Test to confirm the connection, click Apply to set your credentials so that you can save them, or click OK to log in to Documentum and view the browser. Cancel returns you to the previous screen. Appearance The Appearance editing section enables you to modify the title, height, width, chrome state, and chrome type by selecting from listboxes, entering new values in text fields, selecting units of measure, selecting options with radio buttons, and applying your changes with the Apply, OK, or Cancel buttons at the bottom of the editing pane. 62 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

63 Configuring Documentum Web Parts Figure 22. Modify My Web Part Appearance Title The title for this Web Part can affect other users. Make sure to consider it carefully before changing it. Enter the name in the text box or keep the existing name. Alternatively, if you place your cursor in the text box, click the button displayed to open the builder. Enter your modifications in the builder and click OK to commit the changes. Figure 23. Builder text entry box EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 63

64 Configuring Documentum Web Parts Height To change the height of the chosen Web Part pane, select Yes and enter a value in the text entry box. Then, select a unit of measure by which to adjust the height. The options are Centimeters, Inches, Millimeters, Points, Picas, and Pixels. The default setting is No, Adjust height to fit zone. This setting enables the height to be adjusted automatically to work within the available space. Width To change the width of the Web Part pane, select Yes and enter a value in the text entry box. Then, select a unit of measure by which to adjust the width. The options are Centimeters, Inches, Millimeters, Points, Picas, and Pixels. The default setting is No, Adjust width to fit zone. This setting enables the width to be adjusted automatically to work within the available space. Chrome state The Chrome State specifies whether the entire Web Part displays when you open (in this case) the Web Part. Normal is the default chrome state, which displays the entire Web Part. If set to Minimized, only the title bar displays. Chrome type Enables you to choose whether the title bar and border of the Web Part are displayed. The options are: Title bar and border Title only Border only Layout The Layout section of this Modify My Web Part pane enables you to determine the viewing features of this Web Part, including whether the Web Part is Hidden, its Direction (left to right or right to left), its Zone in the window (as listed in the listbox), its Zone Index, and its Items to display per page. After you have completed your changes, click Apply and then click OK 64 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

65 Configuring Documentum Web Parts Figure 24. Modify My Web Part Layout Hidden Select the Hidden checkbox and click Apply to hide this Web Part. To leave the Web Part visible, leave the checkbox deselected. Direction From the Direction listbox, select None, Left to Right or Right to Left for the direction of the Web Part. Zone For the Zone placement in the window, select the most suitable option from the listbox. Options vary according to which Web Part is being modified. Zone Index Enter a value in the text entry field to determine the order of position (or Zone Index) of this item in a zone that has more than one Web Part. To set the order, enter a positive integer in the text box. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 65

66 Configuring Documentum Web Parts Use these simple rules regarding indexing of Web Parts in a zone: If the Web Parts in this zone are arranged from top to bottom, a value of 1 indicates that this Web Part is located at the top of the zone. If the Web Parts in this zone are arranged from left to right, a value of 1 indicates that this Web Part is located at the left of the zone. In an empty zone, an added Web Part has an index of 0 (zero). Then, a second added Web Part at the bottom or right side of this zone would then have an index of 1. To switch positions for the Web Parts, change their index values. Note: Indexed Web Parts must have unique index values. Consequently, if you change the value for one Web Part, that can change the value for other Web Parts. EMC My Documentum for Microsoft SharePoint The EMC My Documentum for Microsoft SharePoint page is used to activate or deactivate one or more of the site features it lists. Only site collection administrators can decide whether to activate or deactivate the EMC My Documentum for Microsoft SharePoint feature. To access this page select Site Actions > Site Settings > Modify All Site Settings and then click Site features under the Site Collection Administration heading. Figure 25. Site collection features page 66 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

67 Configuring Documentum Web Parts My Documentum for SharePoint Site Settings Site settings made according to these procedures are inherited by all sites for their Web Parts at the "site collection level". These site settings provide the same or shared view to all end users. Shared site settings inherited for a Web Part can be changed if an end user is not happy with the shared view. The shared view experienced by all end users can be changed by administrators only, using the Modify Shared Web Part feature. Individual end users if they prefer can prevent inheritance of the shared settings using the Modify My Web Part feature. Either of these features can be used to affect changes against common properties, Appearance, Layout, and Advanced. Each of the services listed under EMC My Documentum can be accessed when you click the service name. You can view the current settings for each of the services listed under EMC My Documentum or change their settings when you click the service name. To view or modify all site collection settings from EMC My Documentum: 1. Navigate to the root site (SharePoint Integrations) and select Site Actions > Site Settings > Modify All Site Settings. Figure 26. Site collection settings for EMC My Documentum 2. Select the service under EMC My Documentum for Microsoft SharePoint, you want to view or modify. The services listed under EMC My Documentum for Microsoft SharePoint include: DFS path configuration Library manager Advanced features Property display options Column header settings Display Options Refer to the following sections for a description of the settings for each service. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 67

68 Configuring Documentum Web Parts DFS path configuration Library sessions are opened when users or applications establish a connection to a Content Server. Each session object gives a particular user access to a particular library and the objects in that library. Use this feature if the path specified for the URL to the Documentum Foundation Services (DFS) host is changed. Figure 27. DFS path configuration screen Library manager This service is used to select the libraries end users can choose from when they configure Web Parts. All sites inherit these settings unless you change it at the "Web Part collection level", as mentioned at the top of this section. Leaving the Home Path empty for the selected library means all the cabinets are displayed to the user when they log in. If a value is entered for the Home Path only that cabinet is displayed when a user logs into the selected library. Selecting the checkbox for a particular library allows you to log in and browse to specify a cabinet. The Login option is not displayed when you are already logged into that library. 68 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

69 Configuring Documentum Web Parts Figure 28. Library manager default screen You can set up the Home Path (Home Folder), when you select the checkbox for the desired library and Log in. Users can navigate only within the Home Path specified for the selected library. The Home Path could be set up to prevent users from accessing folders that are nested deeper in the library. The following screen is displayed when you select Login for the selected library. You can click Apply to accept values for the selected library, click OK to return to Libraries Manager and then OK to complete the process. Figure 29. Documentum login screen Common property settings can be modified whenever necessary using the Modify Shared Web Part feature. Administrators or full control users can change the configuration using the Modify My Web Part feature. SharePoint end user however can change only the pagination from the tool pane. The following is an example of the screen displayed using either feature. To modify these configuration settings at a later time when necessary, refer to Modify a shared Web Part, page 51 or to Modify my Web Part, page 61. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 69

70 Configuring Documentum Web Parts Figure 30. Modify Documentum libraries Advanced features configuration This service is used to enable or disable one or more advanced features displayed in all sites. To change these settings for a particular site, navigate to the site and select Modify Shared Web Part. Scroll down to the Advanced Features Option if you choose to modify a Web Part and change the inherited settings. This option is available with only the Modify Shared Web Part feature, not the Modify My Web Part feature. Advanced features are enabled by default. Deselect the checkbox against the feature you want disabled and click OK to accept and close the screen. 70 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

71 Configuring Documentum Web Parts Figure 31. Advanced features configuration default screen Common property settings can be modified whenever necessary using the Modify Shared Web Part feature. Administrators or full control users can change the configuration using the Modify My Web Part feature. SharePoint end user however can change only the pagination from the tool pane. The following is an example of the screen displayed using either feature. To modify these configuration settings at a later time when necessary, refer to Modify a shared Web Part, page 51 or to Modify my Web Part, page 61. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 71

72 Configuring Documentum Web Parts Figure 32. Modify advanced features options Property display options This service is used to select the attributes you want to have displayed, on all the sites, using either the attributes predefined by the Data-Dictionary for the selected application or using the Advanced ECM Configuration option. The Data-Dictionary is the default option. All sites inherit this setting unless you change it at the "Web Part collection level" as mentioned at the top of this section. 72 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

73 Configuring Documentum Web Parts Figure 33. Properties display options default screen To select the attributes you want displayed: 1. Select the library and the object type you want to affect and then add the attributes you want displayed from Available Properties to Selected Properties. 2. Select the checkbox, for the Property Status, under Status against the Name of the attributes you want displayed. The properties that you do check become mandatory fields for which the user must enter values on the application page. Some values depending on the properties selected, are automatically populated. 3. Click Apply to accept entries and then click OK to close Property Configuring Manager. When necessary, you can Apply properties from the Data-Dictionary to other applications and then click OK. You can also Apply the preferred properties, when using the Advanced ECM Configuration option, for different Object Types against the same library selected in the Library List and/or for other libraries, and then click OK. This feature can be configured only as instructed. The ToolPane cannot be used. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 73

74 Configuring Documentum Web Parts Column header settings This service is used to select the properties you want displayed at the top of a column for the selected Object Type and library. You can also type a label for each property added and set the rule so that if Null is selected no processing is done regardless of the value. If the value is 0 then Null is displayed, or have the value displayed in uppercase. You can Apply the desired properties so each is displayed at the top of a column for different Object Types and libraries, and then click OK. Figure 34. Column header settings screen Common property settings can be modified whenever necessary using the Modify Shared Web Part feature. Administrators or full control users can change the configuration using the Modify My Web Part feature. SharePoint end user however can change only the pagination from the tool pane. The following is an example of the screen displayed using either feature. To modify these configuration settings at a later time when necessary, refer to Modify a shared Web Part, page 51 or to Modify my Web Part, page EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

75 Configuring Documentum Web Parts Figure 35. Modify column header settings Display options This service is used to control the display of inactive menu items and whether to display simple or advanced pagination including the number of items to display per page. The default option is Advanced Pagination and 10 items per page. Inactive menu items when grayed are displayed if Display Mode is selected. Inactive menu items when grayed are not displayed if Hidden Mode is selected. Hidden Mode is selected by default. The Check Out option for example, for a particular document, is not displayed if the document is already checked out under Hidden Mode. The same option under Display Mode however is displayed, though inactive. All sites inherit these settings unless you change it at the "Web Part collection level", as mentioned at the top of this section. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 75

76 Configuring Documentum Web Parts Figure 36. Display options default settings Common property settings can be modified whenever necessary using the Modify Shared Web Part feature. Administrators or full control users can change the configuration using the Modify My Web Part feature. SharePoint end user however can change only the pagination from the tool pane. The following is an example of the screen displayed using either feature. To modify these configuration settings at a later time when necessary, refer to Modify a shared Web Part, page 51 or to Modify my Web Part, page EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

77 Configuring Documentum Web Parts Figure 37. Modify display options Documentum Library Use this Web Part to browse a library for a particular site. You can browse or search the selected library when you log in. Items listed for a Documentum Library can be displayed in Ascending or Descending order, once you are logged into a repository, if you move the cursor over the Type, Name, Modified, and Modified By attributes. User actions for the items listed, once you are logged into a Web Part, are described in Chapter 3, Documentum User Actions. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 77

78 Configuring Documentum Web Parts Figure 38. Reordering according to selected attribute User actions on the Web Parts menu are displayed when you click the down arrow to the right of the Web Part name. The actions or options in some instances change accordingly, for example, if the Web Part is expanded, the option to Minimize is displayed. If the Web Part is collapsed, the option to Restore is displayed instead. A Web Part can also be removed from view or brought back into view with the option to Close or Open. Modify My Web Part is displayed as Modify Shared Web Part if you select Show Shared View from the Welcome listbox that displays your name in the upper right-hand corner. Figure 39. User actions for Web Parts The following screen is displayed when you click Documentum Library for the selected library. Make sure that the desired library is selected before you log in, as more than one library could be listed in the listbox. You can log in from this screen or from the previous screen. You must log in regardless of the approach. Figure 40. Logging in Cabinets listed can be browsed once you are logged in. You can also personalize the view if the shared view is not suitable for your viewing. To personalize the view, follow instructions according to 78 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

79 Configuring Documentum Web Parts Modify my Web Part, page 61. You can change the number of items displayed per page for example from 10 items in the shared view to another value such as 25 or 50 in your personal view. Figure 41. Logged in Documentum Search Use this Web Part to search one or more Documentum libraries for a particular site. You can perform a Simple Search or an Advanced Search when you log in to Documentum Search. If you are already logged in to a Documentum library, you can click Documentum Search to display the Simple Search screen. Figure 42. Documentum Search log in You must provide the mandatory Username and Password for the selected Library when you log in. Click Apply if you are entering credentials for more than one library. Click OK to accept the entries and close the screen. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 79

80 Configuring Documentum Web Parts Figure 43. Documentum search log in The advanced search mechanism is subsequently displayed for Documentum Search once you are logged in. You can click the Web Part title Documentum Search to display the Simple Search mechanism or click the Advanced Search mechanism already displayed. Figure 44. Simple Search The Simple Search screen is displayed by default when you click Documentum Search for the selected site. An option to Restart Search is also displayed. 80 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

81 Configuring Documentum Web Parts Figure 45. Default screen for Documentum Search You can log out from Documentum Search. If you see both options, Login to Documentum and Logout from Documentum when you click the down arrow (labeled Documentum Search Web Part Menu), it means that you are not logged into all the libraries for the selected site. You can log in again to continue searching other libraries. Figure 46. Logging out You can personalize the view from the Shared View. To personalize the view, follow instructions according to Modify my Web Part, page 61. You might want to change the number of items displayed per page in the search results for example, from 10 items in the shared view to another value such as 25 or 50 in your personal view. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 81

82 Configuring Documentum Web Parts 82 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

83 Customizing My Documentum for Microsoft SharePoint Chapter 5 This chapter contains additional, optional configuration procedures that allow you to customize your installation of My Documentum for Microsoft SharePoint: You can configure SSL connections with the SharePoint server and the DFS server. You can configure a BOCS server for MDSP to improve content transfer performance for geographically remote users. If you have deployed a Documentum Content Transformation Services product in your Documentum libraries, you can provide transformation functionality to SharePoint users through CTS Web Services. Configuring SSL My Documentum for Microsoft SharePoint supports SSL (Secure Sockets Layer) connections with both the SharePoint server and the DFS server. In cases where the DFS connection needs to be secure, refer to your specific application server s documentation and the DFS documentation for instructions on how to set up DFS. Once DFS is set up in SSL mode, the DFS path configuration for MDSP must be configured to use HTTPS. My Documentum for Microsoft SharePoint has the capability of allowing users to use Documentum UCF for content transfer operations instead of HTTP. In cases where the connection to DFS is secured through SSL and the digital certificate used by the DFS server is not issued by a trusted CA, the digital certificate must be added to every user machine. Refer to your browser documentation for instructions on how to add digital certificates. Using a BOCS server Branch Office Caching Services (BOCS) is a Documentum application that provides a local content cache for users who are geographically distant from the primary Content Server and any remote Content Servers. As such, BOCS improves the content transfer performance for these remote users. The procedures in this section are required only for those customers who wish to configure BOCS for MDSP. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 83

84 Customizing My Documentum for Microsoft SharePoint BOCS must be purchased separately and installed on the server hosts before you perform the following procedures. You can use an existing BOCS server, if desired. Use Documentum Administrator (DA) to configure BOCS. Configuring a BOCS server for MDSP involves the following procedures: Configuring BOCS in DA, page 84 Modifying the MDSP config file, page 84 Configuring BOCS in DA If you are setting up a new BOCS server for MDSP, it is necessary to create this server configuration in DA. Additionally, you must configure the network location for the BOCS server. Refer to the Documentum Administrator User Guide or online Help for additional information about BOCS servers and configuration. Note: To create BOCS configuration objects and network locations in Documentum 6 or later, you must be connected to the repository known to DFC on the DA host as a global registry, and you must be logged in with Superuser privileges. To configure a BOCS server for MDSP: 1. In DA, create a network location for BOCS. Follow the procedure provided in DA online Help. Note: MDSP does not support the User Selectable option for network locations. 2. Also in DA, configure a new BOCS server (unless an existing BOCS server configuration will suffice). The Content Access option for this configuration should be either Read and synchronous write or Read and synchronous write and asynchronous write. Modifying the MDSP config file The cssp.config file contains settings relating to BOCS. By default, BOCS is not enabled in MDSP; perform the following procedure to configure BOCS. To configure BOCS in the MDSP config file: 1. Navigate to C:\Program Files\Common Files\microsoft shared\web Server Extensions\12\TEMPLATE\LAYOUTS\CSSP\Config. 2. Open the cssp.config file for editing. 3. Identify the BOCS server by changing this entry: <add key="geolocation" value="" /> to read: <add key="geolocation" value="bocs_network_location" /> where BOCS_network_location represents the Network Location name in DA that was created in Configuring BOCS in DA, page EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

85 Customizing My Documentum for Microsoft SharePoint 4. Enable BOCS functionality by changing this entry: <add key="allowcachedcontenttransfer" value="false" /> to read: <add key="allowcachedcontenttransfer" value="true" /> 5. If desired, enable asynchronous content transfer between BOCS and ACS/Content Server by changing this entry: <add key="allowasynccontenttransfer" value="false" /> to read: <add key="allowasynccontenttransfer" value="true" /> If you leave this key in the default setting of false, content will be simultaneously transferred to both the local cache (BOCS) and the primary Content Server (through ACS). Enabling asynchronous content transfer means that when remote users perform Write operations, the content will be cached to BOCS first and synchronized with ACS/Content Server at a later time. 6. Save and close the cssp.config file. After completing this procedure, perform an IIS reset on the host. Enabling CTS transformations If you have purchased and deployed a Documentum Content Transformation Services product, such as Document Transformation Services, to the Documentum library for which MDSP Web Parts is configured, additional tasks are required to provide rendition functionality to end users. Follow the procedure below that is applicable to your DFS deployment scenario; a non-standard deployment refers to situations wherein DFS resides on a separate host from the Content Server or it resides on a supported application server other than JBoss. Both of these procedures assume that you have already installed CTS Web Services on the application server. To enable CTS web services on a default DFS server on Content Server: 1. Locate the folder in which you extracted the CTS Web Services installer files. 2. Obtain the transformation.ear file and deploy it in the same folder as the emc-dfs.ear file on the DFS host. This folder is typically located here: C:\Documentum\jboss4.2.0\server\DctmServer_ MethodServer\deploy. 3. Navigate to the DFS_CLASSES folder located at C:\Documentum\jboss4.2. 0\server\DctmServer_MethodServer\deploy\transformation.ear\APP-INF\classes. Locate the authorized-service-handler-chain.xml file and insert the Kerberos Handler between the Authorization and Context Local Registry handlers: <handler> <handler name>authorization</handler name> <handler class>com.emc.documentum.fs.rt.impl.handler.authorizationhandler </handler class> </handler> EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 85

86 Customizing My Documentum for Microsoft SharePoint <handler> <handler name>kerberos Handler</handler name> <handler class>com.emc.spa.ws.security.handler.kerberosauthenticationhandler </handler class> </handler> <handler> <handler name>context Local Registry</handler name> <handler class>com.emc.documentum.fs.rt.impl.handler.servercontexthandler </handler class> </handler> To enable CTS Web Services on a non-standard DFS deployment: 1. Ensure that you replaced the emc-dfs.ear file packaged with CTS Web Services with the updated EAR file provided in the DFS patch (described in Deploying the emc-dfs.ear file, page 24). SharePoint users can now access CTS transformations, such as Convert > Create PDF Renditions and Convert > Create HTML Renditions, in Documentum libraries that are configured for MDSP Web Parts. 86 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

87 Removing My Documentum for Microsoft SharePoint Chapter 6 To remove this application, you first need to deactivate the feature in SharePoint. Then retract and remove the solution in Central Administration, remove the program in Windows, and delete the Web Parts in SharePoint. To deactivate the My Documentum for Microsoft SharePoint feature: 1. Launch SharePoint. 2. From the root site of the site collection, open Site Actions (from the top right-hand corner of the screen). Choose Site Settings > Modify All Site Settings. The Site Settings page appears. 3. Select Site Collection Features under Site Collection Administration. The Site Collection Features page appears with a listing of all features currently deployed to this web application. 4. Locate the My Documentum for SharePoint feature and click Deactivate. To remove MDSP from a SharePoint deployment: 1. Log in to Central Administration on SharePoint. 2. From the Operations tab, select Solution Management under Global Configuration. The Solution Management page appears, listing all of the solutions in the farm. 3. Select the My Documentum for Microsoft SharePoint solution by clicking emc.sharepoint. mydocumentum.wsp. The Solution Properties page appears. 4. Click Retract Solution to remove this solution from the farm. 5. Click OK to confirm this action. 6. After the solution is successfully retracted, select Remove Solution. 7. Click OK to confirm this action. 8. From the Control Panel, go to Add or Remove Programs. 9. Select My Documentum for Microsoft SharePoint and click Remove. The MDSP install wizard removes the application. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 87

88 Removing My Documentum for Microsoft SharePoint 10. In SharePoint, revisit the site pages containing MDSP Web Parts. Delete the Web Parts from the page as follows: a. From the Site Actions menu, choose Edit Page. b. From the Web Part edit menu, select Delete. c. Click OK to confirm this action. 88 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

89 Chapter 7 Troubleshooting Installation This chapter provides troubleshooting information related to the installation process: Locating the log files, page 89 Your system fails the test for installation prerequisites, page 90 There is a Web Part Error on the SharePoint site, page 90 There are multiple DFS instances running, page 90 Locating the log files Log files can provide important diagnostic information. If you are experiencing problems with this application, check the following log files: MDSP log file: C:\inetpub\wwwroot\wss\VirtualDirectories\<port number>\mdsplog\ DFS server log: On JBoss: C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\log\server.log (if DFS resides on Content Server host) or C:\Documentum\jboss4.2.0\server\DctmServer_ DFS\log\server.log (if DFS resides on a separate host) On WebSphere: Websphere\Appserver\profiles\Appsrv01\logs\server1\System.Out.log On Oracle AS: <producthome>\oracle_as1\opmn\logs\default_group~home~default_ group1~1.log On Weblogic: <DOMAIN_NAME>\servers\<SERVER_NAME>\logs\<SERVER_NAME>.log Note: The locations of the DFS log files are defined in the log4j.properties file on the application server. The locations stated above are the default locations; your application server may be configured to store the server logs in a different location. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 89

90 Troubleshooting Installation Your system fails the test for installation prerequisites If installation of MDSP cannot proceed because prerequisite applications are not detected by the installer, follow these tips to resolve the issue: Verify that Moss 2007 SP1 or WSS 3.0 SP1 is installed on the host. Verify that IIS is running Windows SharePoint Services Administration. If needed, start the service by that name manually at Computer Management > Services and Applications > Services. Verify that IIS is running Windows SharePoint Services Timer. If MDSP was previously installed on this host, be sure to remove it before attempting to reinstall it. There is a Web Part Error on the SharePoint site If you receive a Web Part Error on your site page, consider the following possible causes: Libraries have not been assigned for the Web Parts. Refer to this procedure for details. Logging permissions were not set before the Web Parts were added to the site. See Setting logging permissions for the Application Pool account, page 38. There are multiple DFS instances running Stopping and restarting the application server can sometimes cause multiple DFS instances to run. To avoid this problem, you should delete temporary working folders (such as tmp and work) on the application server before performing the restart. For example, on JBOSS you should delete the tmp and work folders in C:\Documentum\jboss4.2.0\server\DctmServer_DFS\ or C:\Documentum\jboss4.2.0\server\DctmServer_MethodServer\ before restarting JBOSS. 90 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

91 Configurable Settings Appendix A As discussed earlier in this guide, certain settings relating to Kerberos, SSO, and BOCS are set in the cssp.config file. The following table provides a complete listing of configurable settings in this file. Table 4. Configurable settings in cssp.config file Field Data type Description Default value EnableSSO Boolean Determines whether Single sign-on (SSO) is enabled. String This account is used by.net client side to communicate with the domain controller when requesting a ticket. If using SSO, this account must match the principal account configured in Step 1 of Encrypting the super user password, page 20. SessionTimeout Integer Sets the session time-out value for SSO. KerberosServiceAccount MaxSizeOfMultiple- FilesInDFSDataPackage WebServiceMaxReceivedMessageSize WebServiceSendTimeoutMinutes WebServiceReceive- TimeoutMinutes Integer Integer Integer Integer Determines the maximum individual file size for uploading multiple files in a single import operation (in bytes). If a single file exceeds this setting, it will be uploaded individually. Represents the maximum length of the DFS response (in bytes). Represents the web service request time-out value (in minutes). Represents the web service response time-out value (in minutes). false EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 91

92 Configurable Settings Field Data type Description Default value MaxCountOfColumns Integer Determines the maximum number of columns to display in Web Part view. Geolocation String Geolocation represents an area on a network s topography, typically a set of machines that are located near one another. This setting is used to determine the closest location of content storage in a BOCS cache. This value represents the relevant network location name in the Distributed Content Configurations node in DA. This is a mandatory setting for BOCS configuration. AllowAsyncContent- Transfer AllowCachedContent- Transfer Boolean Boolean If set to true, content is first cached to BOCS and then synchronized to Content Server at a later time. If set to false, content is transferred synchronously to both BOCS and Content Server. If set to true, content can be read from or written to a BOCS cache. If set to false, BOCS is not used. This setting must be enabled for BOCS configuration. 10 false false 92 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

93 Glossary Terminology relating to My Documentum for Microsoft SharePoint is defined here. Java Authentication and Authorization Service (JAAS) A Java security framework that provides user-centric authentication and authorization. This service is provided with JDK. Kerberos An authentication protocol that safely transmits user credentials over non-secure networks. Keys, tickets, and the Key Distribution Center database are essential components of the Kerberos solution. Single sign-on (SSO) A method of authentication that allows users to access multiple applications through one login. The SSO solution in My Documentum for Microsoft SharePoint uses the Kerberos protocol to pass user credentials to the Documentum Content Server in a secure fashion. Web Part A modular unit of functionality that can be added to a SharePoint site. Web Parts provide customized or extended functionality to SharePoint users. EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 93

94 Glossary 94 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

95 Index A activating My Documentum for Microsoft SharePoint, 36 Application Pool account permissions, 38 B BOCS configuring, 83 creating network location configuration, 84 creating server configuration, 84 modifying cssp.config file, 84 C common properties, 45 configuring dfc.properties file, 25 DFS server, 36, 38 LDAP authentication, 38 MDSP for BOCS, 83 SSL, 83 SSO, 38 cssp.config file, 84 enabling SSO, 42 CTS transformations, enabling, 85 CTS Web Services, 85 D DCTM_SP.config file, 36 deleting Web Part, 87 deploying My Documentum for Microsoft SharePoint solution, 34 DFS, 15 configuration for SSO, 38 deployment, 16 deployment scenarios, 23 Java heap size, 37 multiple instances, 90 DFS server log file, 89 distributed environments, improving performance in, 83 Documentum Content Server, 15 to 16 Documentum Foundation Services. See DFS E EAR files emc-dfs.ear, 24 emc-spa.ear, 25 G glossary, 93 H heap size, Java, 37 host machines, 15 I IIS, 90 installation activating the My Documentum for Microsoft SharePoint feature, 36 assigning libraries to Web Parts, 37 configuring the DFS handler chain, 28 deploying the emc-dfs.ear file, 24 deploying the emc-spa.ear file, 25 deploying the solution, 34 DFS configuration, 36 failure, 90 missing prerequisites, 90 overview, 23 preinstallation procedures, 15 prerequisite applications, 16 referencing JAAS login, 27 removing the product, 87 setting Java memory, 37 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 95

96 Index setup.exe, 34 SSO configuration tasks, 38 typical scenario, 15 web.config file, 35 Internet Information Services. See IIS J JAAS login, referencing, 27 Java memory setting, 37 K Kerberos handler, 28 keytab file, 19 preparing for, 17 role in MDSP, 11 L LDAP authentication, configuring, 38 log files, 89 logging permissions, 38 M MDSP log file, 38, 89 Microsoft Office SharePoint Server (MOSS), 16 modifying Web Parts, 49 my Web Parts, 61 overview, 49 shared Web Parts, 51 O overview administrator, 45 configuration information, 45 installation, 23 product, 11 product functionality, 11 P preinstallation checklist, 22 configuring Active Directory service, 18 procedures, 15 prerequisites, 16 product overview, 11 S Single sign-on. See SSO site collection levels settings inheritance, 67 site settings, 67 Web Part settings, 67 site collection settings configuring advanced features, 70 configuring column headings, 74 configuring DFS, 68 configuring libraries, 68 configuring menu items, 75 configuring properties, 72 modifying advanced features, 70 modifying column headings, 74 modifying DFS, 68 modifying display options, 75 modifying libraries, 68 modifying menu items, 75 modifying properties, 72 page, 67 services, 67 solution deploying, 34 removing, 87 retracting, 87 SSL connections, 83 SSO, 17 cssp.config file, 42 JAR files, 26 Kerberos handler, 28 LDAP authentication, 38 Windows Active Directory, 18 T troubleshooting, 89 DFS, 90 finding log files, 89 W Web Part assigning libraries, 37 deleting, 87 described, 11 error in SharePoint, 90 Web Parts 96 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide

97 Index add, 46 close, 48 Documentum Library, 77 Documentum Search, 79 drag and drop, 46 gallery, 46 inheritance, 67 modify feature, 67 order, 46 remove, 48 See also close site collection levels, 67 site collection settings, 67 web service extensions, 25 web services, 15 web.config file, 35 Windows Active Directory service, 18 Windows SharePoint Server (WSS), 16 EMC Documentum My Documentum for Microsoft SharePoint Version 6.5 SP2 Installation and Configuration Guide 97