imanage WorkSite Server Installation Guide

Transcription

1 imanage WorkSite Server Installation Guide Version 8.5 June 2009

2 Copyright Notice Notice Autonomy Corporation plc and its affiliates. All rights reserved. No part of this publication (hardcopy or electronic form) may be reproduced or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written consent of Autonomy Corporation plc and its affiliates. Information in this manual is furnished under license by Autonomy Corporation plc and its affiliates and may only be used in accordance with the terms of the license agreement. If this software or documentation directs you to copy materials, you must first have permission from the copyright owner of the materials to avoid violating the law which could result in damages or other remedies. Trademarks and Copyrights Interwoven, imanage, ConfirmSite, ContentServices, ControlHub, DataDeploy, DeskSite, FileSite, imanage, imanage Universal Search, imanage WorkSite, LiveSite, MediaBin, MetaCode, MetaTagger, OffSite, OpenDeploy, Primera, Records Manager, imanage Records Manager, Scrittura, TeamPortal, TeamSite, VisualAnnotate, WorkDocs, WorkPortal, WorkRoute, WorkSite, WorkSite Express Search, WorkTeam, the respective taglines, logos and service marks are trademarks of Autonomy Corporation plc and its affiliates, which may be registered in certain jurisdictions. All other trademarks are owned by their respective owners. Some or all of the information contained herein may be protected by patent numbers: US # 6,505,212, GBRI # , US # 6,480,944, US# 5,845,270, US #5,430,812, US #5,754,704, US #5,347,600, AUS #735365, AU , GB #GB , US #5,845,067, US #6,675,299, US #5,835,037, AUS #632333, CAN #2,062,965, FRAN / GRBI / SPAI / SWED #480941, GERM # , KORS , JAPA # , MX #219522, NZ #516340, SING #109524, SG #89006, SG #89086, SG #74973, SG #85502 US #5,065,447, US #6,609,184, US #6,141,017, US #5,990,950, US #5,821,999, US #5,805,217, US #5,838,832, US #5,867,221, US #5,923,376, US #6,434,273, US #5,867,603, US #4,941,193, US #5,822,721, US #5,923,785, US #5,982,938, US #5,790,131, US #5,721,543, US #5,982,441, US #5,857,036, US #6,697,532, US #6,792, 454, US #6,928,149, US #7,092,969 or other patents pending application for Autonomy Corporation plc and its affiliates. Autonomy Corporation plc Cambridge Business Park Cowley Rd Cambridge CB4 0WZ Tel: +44 (0) Fax: +44 (0) autonomy@autonomy.com 6/12/09 Part Number EN

3 Contents About This Book 9 Intended Audience Notation Conventions Manual Organization Product Documentation Revision History Documentation Updates Chapter 1: Preliminary Setup 13 Overview Creating a Domain Account for WorkSite Server Adding the User to the Administrators Group Configuring Accounts for Use as Services File Server Setup Creating a Windows File Server Configuring a Shared Drive in Windows Configuring a Shared Drive in Windows Creating a Novell NetWare File Server SQL Server Installation and Setup Recommended Drive Configuration Installing Microsoft SQL Server Configuring SQL Server and Creating the WorkSite Database Chapter 2: Installing WorkSite Server 27 Preparing for the WorkSite Server Installation Creating an ODBC System Data Source Testing Connectivity Installing WorkSite Server Prerequisites Recommendations Adjusting Virtual Memory Size Changing the Default Temp Directory Environmental Variables Configuring Network Adapter Settings Running the WorkSite Server Installer Installing WorkSite Server in Silent Mode WorkSite Server Installation Guide 3

4 Contents Installing Novell NetWare Client Upgrading WorkSite Server Chapter 3: Creating the WorkSite Tables 43 Prerequisites Initializing the Database Troubleshooting the Initialization Process Chapter 4: Setting Up WorkSite Services 47 Overview Registering WorkSite Server Service Step 2: Connect WorkSite Server Service to Databases Selecting the Databases to Which the WorkSite Server Should Connect Step 3: Configure Connections from WorkSite Server to File Servers Step 4: Start WorkSite Server Service Step 5: Check the WorkSite Server Service Log File Chapter 5: Testing Connectivity and Final Tasks 55 Testing Connectivity Step 1: Add a Test User Step 2: Install and Run a WorkSite Client Step 3: Import a Document Additional Tasks Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps 59 Overview Recommended Maintenance Plans Creating a Maintenance Plan for WorkSite Databases Configuring the Check Database Integrity Task Configuring the Rebuild Index Task Configuring the Update Statistics Task Configuring the Back Up Database (Full) Task Configuring the Back Up Database (Transaction Log) Task Completing the Maintenance Plan Appendix B: Installation Record 87 Index 89 4 WorkSite Server Installation Guide

5 Figures Figure 1 Select Users Figure 2 Local Security Policy Setting Dialog Figure 3 Select Users or Groups Dialog Figure 4 Configuring a Shared Folder in Windows 2008 Server Figure 5 Connect to SQL Server Dialog Figure 6 SQL Server Management Studio Figure 7 Tempdb Properties - tempdev File Initial Size Figure 8 New Database Dialog Figure 9 Database File Location Figure 10 ODBC Data Source Administrator, System DSN tab Figure 11 Create a New Data Source to SQL Server Dialog Figure 12 Create a New Data Source to SQL Server, Login ID Verification Dialog Figure 13 Create a New Data Source to SQL Server, Default Database Dialog Figure 14 Create a New Data Source to SQL Server, Language Settings Dialog Figure 15 ODBC Microsoft SQL Server Setup Summary Figure 16 Tests Completed Successfully Dialog Figure 17 Network Card Properties - Advanced Tab Figure 18 WorkSite Service Add/Remove Dialog Figure 19 WorkSite Server Startup Dialog Figure 20 Register/Unregister Databases Figure 21 Logon to Database Figure 22 Select Default File Server Type Figure 23 Default Document File Server Information Figure 24 WorkSite Server Startup Dialog Figure 25 Database Setup Dialog Figure 26 Database Properties Dialog for WorkSite Server Service Figure 27 ODBC Source(s) Dialog Figure 28 File Server Connections Dialog, Windows tab Figure 29 File Server Connections Dialog, NetWare Tab Figure 30 Excerpt from Normal WorkSite Server Service startup messages Figure 31 Login to WorkSite Server Dialog Figure 32 SQL Server Management Studio Figure 33 SQL Server Maintainence Plan wizard Figure 34 Select Plan Properties Figure 35 Select Maintenance Tasks Figure 36 Select Maintenance Task Order Figure 37 Define Database Check Integrity Task Figure 38 Database selection panel WorkSite Server Installation Guide 5

6 Figures Figure 39 Defining Database Check Integrity task Figure 40 Job scheduling for Database Integrity check Figure 41 Configured database integrity task Figure 42 Configuring the rebuild index task Figure 43 Job scheduling for rebuilding the index task Figure 44 Updated rebuild index task window Figure 45 Defining the update statistics task Figure 46 Job schedule for updating statistics Figure 47 Defining the update statistics task Figure 48 Configuring the back up database (full) task Figure 49 Job schedule for Back Up Database (full) Figure 50 Updated Define Back Up Database (Full) Task window Figure 51 Define Back Up Database (Transaction Log) Task page Figure 52 Job Schedule Properties dialog box Figure 53 Updated Back Up Database (Transaction Log) task Figure 54 Select Report Options page Figure 55 Complete the Wizard page Figure 56 Maintenance Plan Wizard Progress page WorkSite Server Installation Guide

7 Tables Table 1 Notation Conventions... 9 Table 2 Revision History Table 3 SQL Collation Settings for Additional Language Support Table 4 Installation Record WorkSite Server Installation Guide 7

8 Tables 8 WorkSite Server Installation Guide

9 About This Book This guide provides detailed instructions for installing the WorkSite Server and WorkSite Server with Caching and the accompanying components of the WorkSite Document Management System (DMS). This guide should be used in conjunction with the WorkSite Server Overview and Planning Guide, which presents several design scenarios for planning and implementing WorkSite in your organization. For detailed information about WorkSite Server utilities and services, refer to the WorkSite Server Administrator s Guide. For all information about WorkSite Indexer, refer to the WorkSite Indexer Administrator s Guide. Intended Audience This guide is intended for system administrators who will install the WorkSite Server. Notation Conventions This manual uses the following notation conventions: Table 1 Notation Conventions Convention Bold Definition and Usage Text that appears in a GUI element such as, a menu item, button, or element of a dialog box, and command names are shown in bold. For example: Click Edit File in the Button Bar. WorkSite Server Installation Guide 9

10 About This Book Table 1 Notation Conventions Convention Italic Monospace Monospaced italic Book titles appear in italics. Terms are italicized the first time they are introduced. Important information may be italicized for emphasis. Commands, command-line output, and file names are in monospace type. For example: The iwextattr command-line tool allows you to set and look up extended attributes on a file. Monospaced italics are used for command-line variables.for example: iwckrole role user This means that you must replace role and user with your values. Monospaced bold Monospaced bold represents information you enter in response to system prompts. The character that appears before a line of user input represents the command prompt, and should not be typed. For example: iwextattr -s project=proj1 //IWSERVER/default/main/dev/ WORKAREA/andre/products/index.html Monospaced bold italic Definition and Usage Monospaced bold italic text is used to indicate a variable in user input. For example: iwextattr -s project=projectname workareavpath means that you must insert the values of projectname and workareavpath when you enter this command. [] Square brackets surrounding a command-line argument mean that the argument is optional. Vertical bars separating command-line arguments mean that only one of the arguments can be used. This guide also uses the following conventions: The term Windows indicates any supported version of the Microsoft Windows operating system, such as Windows Directory paths use UNIX conventions. These conventions mandate using forward slashes (/ ) in path names. (Windows systems use backward slashes.) The Windows convention is used when referring to a Windows-specific directory. For example: UNIX: docroot/news/front.html Windows: docroot\news\front.html 10 WorkSite Server Installation Guide

11 Manual Organization Manual Organization This manual is organized as follows: Chapter 1, Preliminary Setup, includes instructions for setting up a domain account for all WorkSite services, as well as the file server, SQL Server and databases. Chapter 2, Installing WorkSite Server, describes how to configure the WorkSite Middle-tier Server prior to installing the WorkSite software. It also includes instructions for installing DMS Server Software. Chapter 3, Creating the WorkSite Tables, describes how to create a WorkSite database. Chapter 4, Setting Up WorkSite Services, provides instructions for configuring the WorkSite Server Service to connect to your WorkSite databases. Chapter 5, Testing Connectivity and Final Tasks, includes information about testing your WorkSite installation, and completing miscellaneous tasks. Appendix A, Recommended SQL Maintenance Tasks and Scheduled Dumps, contains instructions for scheduling and performing recommended maintenance tasks on your WorkSite SQL database. Appendix B, Installation Record, includes a form where you can record information about your WorkSite installation. Product Documentation The following documents are also available with the WorkSite Server and WorkSite Server with Caching: WorkSite Server Administrator s Guide WorkSite Server Design Guide WorkSite Indexer Administrator s Guide WorkSite Server online help WorkSite Server Installation Guide 11

12 About This Book Revision History Refer to Table 2 for a list of updates to this guide. Table 2 Revision History Revision Date Comments 1 August SP1 Release. 2 December Release. Updated information regarding the new 8.3 WorkSite Indexer in Chapter 10, Installing and Configuring WorkSite Indexer. Added configuration information for Symantec Enterprise Vault. 3 December 2007 Minor corrections to Chapter 10, Installing and Configuring WorkSite Indexer. 4 July Patch 2 Release. Updates to Chapter 10, Installing and Configuring WorkSite Indexer. Minor changes to Symantec Vault Integration section. 5 September SP1 Release. Removed Chapter 10, Installing and Configuring WorkSite Indexer. All information about WorkSite Indexer is now contained in the WorkSite Indexer Administrator s Guide which is new for the 8.3 SP1 release. Removed information about configuring Symantec Vault Integration. This information is now located in the WorkSite Server Administrator s Guide. Removed information for configuring the Rules Engine service. This information is now located in the WorkSite Server Administrator s Guide. 6 April Updated Appendix A, Recommended SQL Maintenance Tasks and Scheduled Dumps. Documentation Updates Additions and corrections to this document (when available) can be downloaded in PDF format from the following Web site: 12 WorkSite Server Installation Guide

13 Chapter 1 Preliminary Setup Overview This chapter contains information about the preliminary setup for the various components of the WorkSite system. Creating a Domain Account for WorkSite Server File Server Setup SQL Server Installation and Setup Creating a Domain Account for WorkSite Server A number of WorkSite Server processes run as services and must be configured to start under the context of a valid administrator account. Autonomy recommends creating a new domain user, such as worksite_admin, which will be used to operate all WorkSite Server related services. This WorkSite Administrator account will be used to start all WorkSite services, and authenticate with the SQL Server databases and file servers. Perform the following steps before continuing: 1. On the Windows domain controller, create a WorkSite Administrator domain user account. Check the Password never expires option. For example purposes, the documentation will refer to this account as worksite_admin. WorkSite Server Installation Guide 13

14 Chapter 1: Preliminary Setup 2. On each server where WorkSite will be installed, add this WorkSite Administrator account to the membership of the local Administrators group. Refer to Adding the User to the Administrators Group on page 14 for detailed instructions. 3. Confirm that the WorkSite Administrator account (or the local Administrators group) has the following privileges granted on all servers (using the Local Security Policy snap-in): Act as part of the operating system Log on as a service. Refer to Configuring Accounts for Use as Services on page 15 for detailed instructions. 4. Configure this account with read and write access to the network attached storage or file server location where all of the WorkSite documents will be stored. No other accounts need (or should have) access to the WorkSite documents. Adding the User to the Administrators Group For each Windows server which will have WorkSite Server installed, add the WorkSite Administrator user account to the Administrators group: 1. Right-click My Computer and select Manage to open the Computer Management Console. 2. Expand the Local Users and Groups and select Groups. 3. Double-click Administrators to open the Administrators Properties dialog. 4. Click Add to open the Select Users or Groups Dialog. Figure 1 Select Users 5. Enter the WorkSite Administrator user account you created in Adding the User to the Administrators Group on page 14, and click OK. 6. Click OK to close the Administrators Properties dialog. 14 WorkSite Server Installation Guide

15 Creating a Domain Account for WorkSite Server Configuring Accounts for Use as Services To grant Log on as a service and Act as part of the operating system privileges for the WorkSite Administrator user account: 1. On each server where WorkSite Server will be installed, start the Local Security Settings console. Start -> All Programs -> Administrative Tools -> Local Security Policy 2. Expand Local Policies, and select User Rights Assignments. 3. Double-click Log on as a service. The Local Security Policy Setting dialog opens. Figure 2 Local Security Policy Setting Dialog 4. Click Add User or Group. The Select Users or Groups dialog opens. WorkSite Server Installation Guide 15

16 Chapter 1: Preliminary Setup Figure 3 Select Users or Groups Dialog 5. Enter the WorkSite Administrator user account you created in Adding the User to the Administrators Group on page 14, and click OK. 6. Double-click Act as a part of the operating system. The Local Security Policy Setting dialog opens. 7. Click Add User or Group. The Select Users or Groups dialog opens. 8. Enter the WorkSite Administrator user account you created in Adding the User to the Administrators Group on page 14, and click OK. 9. Click OK to exit Local Security Policy Setting dialog. Perform these steps on each Windows server where WorkSite Server will be installed. File Server Setup This section provides instructions for creating a Windows or Novell Netware file server where the WorkSite Server will store WorkSite documents. Only the user account running the WorkSite Server service should have access to this file server. Creating a Windows File Server To set up a Windows Server File Server: 1. For Windows Server 2008, add the File Services role using the Windows Server Manager Administrative Tool. 16 WorkSite Server Installation Guide

17 File Server Setup 2. For Windows Server 2003, add the File Server role using the Windows Manage Your Server Administrative Tool. 3. Proceed to Configuring a Shared Drive in Windows 2008 or Configuring a Shared Drive in Windows Configuring a Shared Drive in Windows In Windows 2008 Server, open the Server Manager. Click Start, then click Control Panel, then Administrative Tools, and then click Manage Your Server. The Manage Your Server page opens. 2. Expand the Roles node, then expand the File Services node. Click the Share and Storage Management, as shown in Figure 4. Figure 4 Configuring a Shared Folder in Windows 2008 Server 3. On the right side of the Server Manager, click Provision Share and follow the prompts in the wizard. 4. On the NTFS Settings page, select the Yes, change NTFS permissions options, then click Edit Permissions and define the following permissions for this shared folder: a. In the Permissions dialog, add the WorkSite domain user (worksite_admin) that you configured in Creating a Domain Account for WorkSite Server on page 13. Allow the following permissions for this user: Modify Read & Execute List Folder Contents Read Write WorkSite Server Installation Guide 17

18 Chapter 1: Preliminary Setup b. Remove all other groups or user names from the list. No other users or groups should have access to the WorkSite file server share. c. Click OK. 5. Proceed through the wizard to the SMB Permissions page. Select the Users and groups have custom share permissions option, then click Permissions to edit the permission settings. a. In the Permissions dialog, add the WorkSite domain user (worksite_admin) that you configured in Creating a Domain Account for WorkSite Server on page 13. Allow the following permissions for this user: Full Control b. Remove all other groups or user names from the list. No other users or groups should have access to the WorkSite file server share. c. Click OK. 6. Proceed through the remainder of the wizard selecting the default options. 7. Click Create to complete the file share setup. Configuring a Shared Drive in Windows In Windows 2003 Server, open the Server Manager. Click Start, then click Control Panel, then Administrative Tools, and then click Manage Your Server. The Manage Your Server page opens. 2. Under the File Server section, click Add shared folders. The Share a Folder wizard opens. 3. On the Folder Path page, enter the location of the shared folder where WorkSite documents will be stored, then click Next. 4. Enter a name for this shared folder, then click Next. 5. On the Permissions page, select Use custom share and folder permissions, then click Customize. The Customize Permissions dialog opens. a. On the Share Permissions tab, add the WorkSite domain user (worksite_admin) that you configured in Creating a Domain Account for WorkSite Server on page 13. Allow the following permissions for this user: Full Control b. Remove all other groups or user names from the list. No other users or groups should have access to the WorkSite file server share. c. Click the Security tab. 18 WorkSite Server Installation Guide

19 SQL Server Installation and Setup d. Add the WorkSite domain user (worksite_admin) that you configured in Creating a Domain Account for WorkSite Server on page 13. Allow the following permissions for this user: Modify Read & Execute List Folder Contents Read Write e. Remove all other groups or user names from the list. No other users or groups should have access to the WorkSite file server share. f. Click OK. 6. Click Finish to complete the Share a Folder Wizard. Creating a Novell NetWare File Server 1. Create a new shared directory on the file server that will be used to store WorkSite documents. The sample directory name IDOCS is used throughout the documentation to refer to the file server shared directory. Record the name of this directory on your Installation Record. 2. Grant supervisory access to this directory for the user that will run the WorkSite Server service. No other users or groups need to have access to this directory. SQL Server Installation and Setup The chapter provides instructions for Microsoft SQL Server. Before you begin the installation of Microsoft SQL Server, we strongly recommend that you read the Installing SQL Server book, which is in the Microsoft SQL Server software package. This book is also available if you install Microsoft SQL Server Books Online as part of the SQL Server installation. As you install SQL Server, list all your information in Appendix B, Installation Record. It will assist technical support if you need help later. WorkSite Server Installation Guide 19

20 Chapter 1: Preliminary Setup Recommended Drive Configuration Autonomy recommends creating two logical drives on the SQL Server. The C:\ drive should contain the operating system. The D:\ drive should contain everything else, including backup software and the database server software. Autonomy recommends a RAID 10 disk configuration with a minimum of 10GB of space dedicated for databases. For more information, refer to the WorkSite Server Design Guide. Installing Microsoft SQL Server See the WorkSite Supported Platforms document for a list of supported versions of Microsoft SQL Server. The user account used to run the SQL Server installer must have administrative rights on the server. See Adding the User to the Administrators Group on page 14 for detailed instructions. Confirm that Microsoft Data Access Components (MDAC) 2.8 or higher is installed on all the server where SQL Server will be installed. Starting with Windows 2003 Server, this software component is included in all Windows Service Packs. 1. Log in as the WorkSite Administrator domain user you created in Creating a Domain Account for WorkSite Server on page Insert the SQL Server CD-ROM into your server. The installer should automatically start. If necessary, double-click Autorun.exe on the CD to start the installer. 3. Follow the onscreen instructions to start the installer. 4. On the Components to Install screen, select (at a minimum) SQL Server Database Services. 5. On the Service Account screen, select Use a domain user account, and enter the information of the WorkSite Server administrator account that you created earlier. This allows the SQL Server process to run using the same account as the WorkSite Server process. 6. On the Authentication Mode screen, select Windows Authentication Mode. NOTE If you have chosen not to create a WorkSite Administrator domain account, you must select Mixed Mode instead. 7. Follow the onscreen instructions to complete the SQL Server installation. 20 WorkSite Server Installation Guide

21 SQL Server Installation and Setup Configuring SQL Server and Creating the WorkSite Database This section describes the necessary steps for configuring SQL Server to support WorkSite databases, as well as the steps to create an new (empty) WorkSite database. NOTE To support additional languages, you must define the SQL Server collation as described in step On the server where SQL Server was just installed, launch the SQL Server Management Studio. Start All Programs Microsoft SQL Server 2008 SQL Server Management Studio or Start All Programs Microsoft SQL Server 2005 SQL Server Management Studio The Connect to Server dialog opens. Figure 5 Connect to SQL Server Dialog 2. In the Server name field, enter the name of the database server, then click Connect. The Microsoft SQL Server Management Studio opens, as shown in Figure 6: WorkSite Server Installation Guide 21

22 Chapter 1: Preliminary Setup Figure 6 SQL Server Management Studio Increasing the Size of the TEMPDB Database SQL Server comes with a tempdb database that is used to store temporary tables to facilitate sorting and manipulation of large data sets. The default size of 8MB of this database must be increased to support WorkSite. To increase the size of the tempdb database: 1. In the SQL Server tree, expand the Databases folder. 2. Expand the System Databases folder. 3. Right-click the tempdb database and select Properties. The tempdb Properties dialog opens. 4. Select the Files page. 5. In the tempdev file Initial Size field, enter 100, as shown Figure WorkSite Server Installation Guide

23 SQL Server Installation and Setup Figure 7 Tempdb Properties - tempdev File Initial Size 6. Click OK. Creating the WorkSite Database in SQL Server 1. In the SQL Server Management Studio window, right-click the Databases folder and select New Database. The New Database dialog opens. WorkSite Server Installation Guide 23

24 Chapter 1: Preliminary Setup Figure 8 New Database Dialog 2. In the Database name field, enter the name for the WorkSite database. 3. To change the default location of the database data and log files: a. In the list of database files, locate the new database data file. b. In the Path column, enter the new location of the database data file, as shown: 24 WorkSite Server Installation Guide

25 SQL Server Installation and Setup Figure 9 Database File Location c. In the list of database files, locate the log file for this database. d. In the Path column, enter the new location for the transaction logs. This should be the same path as the data file. 4. Use the formula below to determine the appropriate starting size for the data file and enter that value in the Initial Size (MB) field of the data file. (Estimated Maximum Number of Documents x 5) / 1024 = NOTE The initial size of the Data Device must be at least 500 MB. If you are importing documents from an external source and are expecting a larger initial size, increase the initial size to a larger value, such as 1024 MB. 5. Use the formula below to determine the appropriate starting size for the log file and enter that value in the Initial Size (MB) field of the log file Initial Size of Data File in MB / 5 = 6. To support a non-english language in the WorkSite database, select Options in the New Database dialog. 7. In the Collation field, specify the collation of the database. This setting determines how strings of character data are sorted and compared, and varies across languages and locales. If you are setting up a multi-language WorkSite Server, you must pick a SQL Collation that matches your language. A list of certified SQL Collations options is provided in Table 3. The Locale ID must also be entered on all WorkSite Servers which connect to this database. This value is defined in the Service Manager after installing and starting WorkSite Server. WorkSite Server Installation Guide 25

26 Chapter 1: Preliminary Setup Refer to Configuring WorkSite Server Service Properties in the Chapter 2 of the WorkSite Server Administrator s Guide. Table 3 SQL Collation Settings for Additional Language Support Language Locale ID SQL Collation Chinese (simplified) 2052 Chinese_PRC_CI_AS English 1033 SQL_Latin1_General_CP1_CI_AS French 1036 French_CI_AS German 1031 Latin1_General_CI_AS Hebrew 1037 Hebrew_CI_AS Italian 1040 Latin1_General_CI_AS Japanese 1041 Japanese_CI_AS Polish 1045 Polish_CI_AS Russian 1049 Cyrillic_General_CI_AS 8. Click OK to create the new SQL database. 26 WorkSite Server Installation Guide

27 Chapter 2 Installing WorkSite Server This chapter contains the following information: Preparing for the WorkSite Server Installation Installing WorkSite Server Upgrading WorkSite Server NOTE To configure the WorkSite Server as a cluster using the optional WorkSite Clustering Service, refer to the WorkSite Server Administrator s Guide. Preparing for the WorkSite Server Installation The following steps must be performed before installing the WorkSite Server: Configure SQL Component/Client Settings Create an ODBC Connection to the SQL Server database Before starting the installation, verify that the version of Microsoft Windows installed on your server is supported by WorkSite. Refer to the WorkSite Supported Platforms document for a complete list of supported operating systems. Creating an ODBC System Data Source Each WorkSite Server must have a data source connection established with the WorkSite database. The following instructions apply to Microsoft SQL Server databases. WorkSite Server Installation Guide 27

28 Chapter 2: Installing WorkSite Server To create this data source: 1. Open the ODBC Data Source Administrative utility. From the Windows Start menu, point to Administrative Tools, and then click Data Sources (ODBC). NOTE If you are installing WorkSite Server on a 64-bit version of Windows Server, you must use the 32-bit ODBC Source Administrator tool. Open the 32-bit version located at C:\ Windows\SysWOW64\odbcad32.exe. 2. Click the System DSN tab. Figure 10 ODBC Data Source Administrator, System DSN tab 3. Click Add to display the Create New Data Source dialog box. 4. Highlight SQL Server in the list of installed ODBC drivers, and then click Finish. The Create a New Data Source to SQL Server dialog opens, as shown: 28 WorkSite Server Installation Guide

29 Preparing for the WorkSite Server Installation Figure 11 Create a New Data Source to SQL Server Dialog 5. In the Name field, enter the name of the WorkSite database that you created on the SQL Server in Chapter 1, Preliminary Setup. The data source name should not exceed 8 characters and should not contain characters other than letters and numbers. Letters should be either all upper case or all lower case; do not mix cases. The data source name will be the name of the database as it appears to WorkSite users. 6. In the Server field, enter the name of the SQL Server. 7. Click Next. The next screen displays options for authenticating to the SQL Server, as shown: WorkSite Server Installation Guide 29

30 Chapter 2: Installing WorkSite Server Figure 12 Create a New Data Source to SQL Server, Login ID Verification Dialog 8. Select SQL Server authentication and enter the SQL Server Login ID and Password. 9. Select the Connect to SQL Server to obtain default settings option. 10. Click Next. 11. In the Change the default database to field, select the database that you created earlier in this chapter, as shown in Figure WorkSite Server Installation Guide

31 Preparing for the WorkSite Server Installation Figure 13 Create a New Data Source to SQL Server, Default Database Dialog 12. Select both Use ANSI quoted identifiers and Use ANSI nulls, paddings and warnings. These settings are required for saved searches when using UUEncode (All language support with the indexer). 13. Click Next to continue. 14. If you require multi-language support, then uncheck the Perform translation for character data and leave all settings unchanged on this dialog, as shown in Figure 14. WorkSite Server Installation Guide 31

32 Chapter 2: Installing WorkSite Server Figure 14 Create a New Data Source to SQL Server, Language Settings Dialog 15. Click Finish to continue. 32 WorkSite Server Installation Guide

33 Preparing for the WorkSite Server Installation Figure 15 ODBC Microsoft SQL Server Setup Summary 16. Click Test Data Source. WorkSite Server Installation Guide 33

34 Chapter 2: Installing WorkSite Server Figure 16 Tests Completed Successfully Dialog If all information was correct, you will see the message, TESTS COMPLETED SUCCESSFULLY. The test connection might fail if you have unchecked the Perform translation for character data option but the ODBC connection is successful and is fully functional. 17. Click OK to close the message dialog. 18. Click OK to close the Setup Summary dialog. 19. Click OK to close the ODBC Data Source Administrator dialog. Testing Connectivity The following tests will verify connectivity at the most basic level (network level), then at the level of the native networking protocol for SQL (using ISQL), and at the level of ODBC connectivity (using ODBCAD32.EXE). Test Network Connectivity Using Ping 1. From the command line on computer where WorkSite Server is installed, type: PING SERVERNAME 34 WorkSite Server Installation Guide

35 Installing WorkSite Server where servername is the name of your SQL Server. 2. A successful ping will return the IP Address of the SQL Server. Installing WorkSite Server Prerequisites Before starting the WorkSite Server installation, verify that: All Windows Critical and Recommended Updates have been applied to all the servers where WorkSite Server is to be installed. You can download the required patches from Microsoft. If the Novell NetWare Client is installed on the server, it must be uninstalled before beginning the WorkSite Server installation. Recommendations Adjusting Virtual Memory Size To make the most efficient use of the server hardware, configure the virtual memory (page file) to be twice the amount of RAM available on each of the WorkSite servers. For example, if the server has 2GB of RAM, set the virtual memory size to 4GB. The page file should reside on a local drive and not on a shared disk or SAN volume. To configure the virtual memory settings: 1. Right-click My Computer and select Properties. 2. Select the Advanced tab. 3. In the Performance section, click Settings. 4. Click the Advanced tab. 5. In the Virtual memory section, click Change. 6. Adjust the Maximum size (MB) to twice the amount of physical RAM installed on this server. Note that 4GB is the maximum allowed. 7. Click OK. WorkSite Server Installation Guide 35

36 Chapter 2: Installing WorkSite Server Changing the Default Temp Directory Environmental Variables By default, Windows defines separate temp directories for the user and the system. WorkSite Server makes use of both of these temp directories. As a best practice, configure both the system and user environmental variables to point to the same directory, such as D:\Temp\WorkSite\. To access the Environmental Variables dialog, right-click My Computer and select Properties. On the Advanced tab, click Environmental Variables. Configuring Network Adapter Settings Set the Network Speed Manually On all WorkSite servers, the network card settings should be set manually to static speeds that match the LAN or WAN configuration (for example,100 Mbps/Full Duplex as shown in Figure 17). For most network cards, this setting is known as Link Speed & Duplex or Media Type. Figure 17 Network Card Properties - Advanced Tab 36 WorkSite Server Installation Guide

37 Installing WorkSite Server To access the network adapter properties dialog, open the Windows Device Manager, and expand the Network adapters node. Right-click the name of the network card and select Properties. The configuration parameters are located on the Advanced tab. Disable DHCP Media-sense In addition, since the server must be configured with a fixed IP address, disable DHCP media-sense by adding the following registry value to each WorkSite server. In the following location in the registry: HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\Tcpip\Parameters Add or modify the following DWORD value: DisableDHCPMediaSense: 1 Running the WorkSite Server Installer The installation instructions are the same for WorkSite Server and WorkSite Server with Caching. Autonomy recommends executing the installation while logged in as the account used to start the service. This practice ensures the proper registration of all components. If you are upgrading an existing installation, refer to Upgrading WorkSite Server on page 39. To install using the command line, or to install in silent mode, refer to Installing WorkSite Server in Silent Mode on page 39. To install WorkSite Server or WorkSite Server with Caching: 1. Log into the server using the WorkSite Server administrator domain account that was created earlier. 2. Run the WorkSite Server or WorkSite Server with Caching setup.exe file located on the installation CD, and follow the instructions in the installation wizard. 3. Click Finish when the installation is complete. 4. After installation, the WorkSite Service Add/Remove dialog opens. Add the WorkSite Server service by selecting it in the left column, then clicking Add. WorkSite Server Installation Guide 37

38 Chapter 2: Installing WorkSite Server Figure 18 WorkSite Service Add/Remove Dialog When you add the WorkSite Server or Rules Engine, WorkSite prompts you to enter the startup information for each service, as shown in Figure 19. These services use the Login ID and Password for the Windows User Account. Figure 19 WorkSite Server Startup Dialog 38 WorkSite Server Installation Guide

39 Upgrading WorkSite Server 5. Enter the account information for the WorkSite Server administrator domain user that you created earlier. 6. Under Startup Type, select Automatic to start the service automatically after Windows is restarted. 7. Click OK. NOTE WorkSite services can be added or removed at any time by running the imsvcins.exe program. 8. Restart your server to complete the installation of WorkSite Server. Installing WorkSite Server in Silent Mode To install WorkSite Server in silent mode, use the following command line syntax: Setup.exe /s /v" /qn SERIALNUMBER="<serial number>" OR MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER="<serial number>" Installing Novell NetWare Client After installing the WorkSite Server, install the latest supported version of the NetWare Client for Windows. The NetWare Client must be installed for the WorkSite Server to access to the Novell file server or directory. Upgrading WorkSite Server Upgrading existing installations of the WorkSite software suite requires planning, especially when servers are configured to connect to databases in multiple offices. WorkSite Server 8.5 can connect to databases with schemas that have been upgraded to version 8.2 SP1, but it cannot connect to databases with older schemas.you must upgrade the database server software to use the new features introduced in WorkSite 8.5. For more information on upgrading to WorkSite Server 8.5 and it s related components, see the Upgrading from Existing WorkSite Installation section in the WorkSite Server 8.5 Release Notes. WorkSite Server Installation Guide 39

40 Chapter 2: Installing WorkSite Server For more information about supported database server software, see the WorkSite 8.5 Limited Release Supported Platforms data sheet. NOTE Make a backup of all databases as well as the Server installation directory before performing the upgrade. To upgrade an existing installation of WorkSite Server: 1. Stop all WorkSite Services. 2. Document all WorkSite Server service settings before uninstalling. 3. Uninstall the existing WorkSite Server. The new installer will check for, and remove, previous versions of the server software, however performing a manual uninstall is recommended. 4. Install the new WorkSite Server software. See Installing WorkSite Server on page 35. When the installation is complete, the WorkSite Service Add/Remove dialog opens. 5. Unregister and then register the WorkSite services: NOTE Remove WorkSite services that appear in the Installed box. They are now listed in the Available box. Add the services in the Available box back into the Installed box. You can perform this step even after the installation program has exited by running the WorkSite Service Installer program (imsvcins.exe), which is available in the WorkSite Server installation directory. 6. Run the Service Manager and connect the WorkSite Service to the appropriate databases. Configure database properties, if necessary. 7. Confirm that all options are configured properly in the Service Manager. 8. Start the WorkSite Service from the Service Manager. 9. Review the log file to confirm that the WorkSite Server service has successfully connected to all databases and file servers. The following excerpt from the WorkSite Server log file indicates a successful connection to the Sales database: Thu 05/31 17:39: Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39: FileServer: 226:Info[1164] Connected to file server path \\BOSTON\COLORADO_DOCS for COLORADO:DEFSERVER Thu 05/31 17:39: Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39: Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39: Pool: 557:Info[1164] Connected to database Colorado 40 WorkSite Server Installation Guide

41 Upgrading WorkSite Server 10. Run DeskSite or FileSite from a client workstation to verify that you can connect to the server. 11. Perform the following tasks to confirm that you have established full connectivity with the WorkSite Server: Perform Trusted Login to the WorkSite Server Perform a profile search Quickview documents Import a document If you can complete these tasks successfully, the server upgrade is complete. WorkSite Server Installation Guide 41

42 Chapter 2: Installing WorkSite Server 42 WorkSite Server Installation Guide

43 Chapter 3 Creating the WorkSite Tables This chapter describes how to create the WorkSite tables in your empty database. Prerequisites Before you can create your WorkSite database, you must: Create the directory to store the documents Install and configure the SQL Server Install WorkSite Server Initializing the Database After you create an empty database using the tools provided by the database vendor and register the database as an ODBC data source, you need to initialize the database as a WorkSite database. This is accomplished using the Database Administration program that was installed with your WorkSite Server Software. The Database Administration program installs WorkSite tables in the SQL database. 1. Run the Database Administration program on the WorkSite Server. From the Windows Start menu, point to All Programs, then Autonomy Server, then click Database Administration. 2. From the Database menu, select Register/Unregister. The Register/Unregister Databases dialog opens. WorkSite Server Installation Guide 43

44 Chapter 3: Creating the WorkSite Tables Figure 20 Register/Unregister Databases 3. Any databases that you have registered as ODBC data sources on the computer as described in Creating an ODBC System Data Source on page 27 should appear in the Register/ Unregister Databases list on the left. Select the name of the database and click Register. The Logon to Database dialog opens. Figure 21 Logon to Database 4. Enter the login ID and password for the SQL Server Administrative account and click OK. The login ID for this account is always sa. 5. The Database Administration wizard prompts you to create the WorkSite database. Click OK. The Creating WorkSite Database dialog opens, as shown in Figure WorkSite Server Installation Guide

45 Initializing the Database Figure 22 Select Default File Server Type 6. Select the operating system type for the Default File Server and click Next. The Default File Server is the server where documents will be stored for users who are not assigned to another file server. 7. Select how documents should be organized on the File Server in the Path Creation Options box, as shown in Figure 23. Select Default to store documents according to Author information. Select Path based on Custom1 Entry to store documents according to Custom1 metadata information. WorkSite Server Installation Guide 45

46 Chapter 3: Creating the WorkSite Tables Figure 23 Default Document File Server Information 8. In the Path field, enter the full path to the shared directory that you created earlier on the File Server for storing the documents. Click the Browse button (...) to select from a list of available locations. NOTE If the file server s operating system type is Novell NDS, enter the Container Name in the Server Context field and the machine name and path to the directory in the Path field. 9. Click Next, and then click Finish to install the WorkSite tables in the database. A message dialog WorkSite Tables Created Successfully appears when the process is complete. 10. Click OK to return to the Register/Unregister Databases dialog, and click Close to return to the WorkSite Database Management application. Troubleshooting the Initialization Process If you experience any difficulty creating a WorkSite Database using the Create WorkSite Database dialog box, consult Chapter 3 of the WorkSite Server Administrator s Guide. You can also contact Autonomy Technical Support. Have the DBADMIN.LOG file ready for review. You can find it in the WorkSite directory (for example, D:\Program Files\Autonomy\WorkSite). 46 WorkSite Server Installation Guide

47 Chapter 4 Setting Up WorkSite Services Overview After you have used the Database Administration program to install WorkSite tables in your SQL database, you need to configure WorkSite Server Service to connect to this database. This stage of the installation process involves these steps: Register WorkSite Server Service with the Service Manager Configure which databases will be served by the WorkSite Server Connect WorkSite Server Service to your WorkSite database You can run WorkSite Service Manager on Windows 2008 only if you are a part of the Administrator's group on the local machine. Registering WorkSite Server Service To Register WorkSite Server Service with the Service Manager: 1. Run the WorkSite Service Manager. 2. Click the Register Server button or select Register Server from the Service pull-down menu. The Select Server dialog box appears. The keyboard shortcut for Register Server is Ctrl-R. 3. In the Select Server dialog box, type the server name in the Server text-entry field or click the icon for the server that you want to register. 4. After you select a server to register, click OK in the Select Server dialog box. If the WorkSite Service Manager connects with the WorkSite Server Service, Index Services, WorkKnowledge Services, or Rules Engine Service programs successfully, entries for these programs appear in the main table view. WorkSite Server Installation Guide 47