imanage WorkSite Server Installation Guide Version 8.5 June 2009
Copyright Notice Notice 1999-2009 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 # 1053523, US # 6,480,944, US# 5,845,270, US #5,430,812, US #5,754,704, US #5,347,600, AUS #735365, AU 7830068, GB #GB2333619, US #5,845,067, US #6,675,299, US #5,835,037, AUS #632333, CAN #2,062,965, FRAN / GRBI / SPAI / SWED #480941, GERM #69020564.3, KORS 10-0576487, JAPA #2968582, 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) 1223 448000 Fax: +44 (0) 1223 448001 Email: autonomy@autonomy.com 6/12/09 Part Number 04-003-09-EN
Contents About This Book 9 Intended Audience................................................... 9 Notation Conventions................................................ 9 Manual Organization................................................ 11 Product Documentation.............................................. 11 Revision History................................................... 12 Documentation Updates........................................... 12 Chapter 1: Preliminary Setup 13 Overview......................................................... 13 Creating a Domain Account for WorkSite Server.......................... 13 Adding the User to the Administrators Group.......................... 14 Configuring Accounts for Use as Services............................. 15 File Server Setup................................................... 16 Creating a Windows File Server..................................... 16 Configuring a Shared Drive in Windows 2008....................... 17 Configuring a Shared Drive in Windows 2003....................... 18 Creating a Novell NetWare File Server............................... 19 SQL Server Installation and Setup...................................... 19 Recommended Drive Configuration............................... 20 Installing Microsoft SQL Server.................................... 20 Configuring SQL Server and Creating the WorkSite Database............. 21 Chapter 2: Installing WorkSite Server 27 Preparing for the WorkSite Server Installation............................ 27 Creating an ODBC System Data Source............................... 27 Testing Connectivity.............................................. 34 Installing WorkSite Server............................................ 35 Prerequisites.................................................... 35 Recommendations............................................... 35 Adjusting Virtual Memory Size................................... 35 Changing the Default Temp Directory Environmental Variables......... 36 Configuring Network Adapter Settings............................. 36 Running the WorkSite Server Installer................................ 37 Installing WorkSite Server in Silent Mode............................. 39 WorkSite Server Installation Guide 3
Contents Installing Novell NetWare Client.................................... 39 Upgrading WorkSite Server........................................... 39 Chapter 3: Creating the WorkSite Tables 43 Prerequisites...................................................... 43 Initializing the Database............................................. 43 Troubleshooting the Initialization Process............................. 46 Chapter 4: Setting Up WorkSite Services 47 Overview......................................................... 47 Registering WorkSite Server Service................................. 47 Step 2: Connect WorkSite Server Service to Databases................... 49 Selecting the Databases to Which the WorkSite Server Should Connect... 49 Step 3: Configure Connections from WorkSite Server to File Servers........ 51 Step 4: Start WorkSite Server Service................................ 53 Step 5: Check the WorkSite Server Service Log File..................... 53 Chapter 5: Testing Connectivity and Final Tasks 55 Testing Connectivity................................................ 55 Step 1: Add a Test User........................................... 55 Step 2: Install and Run a WorkSite Client............................. 55 Step 3: Import a Document......................................... 56 Additional Tasks................................................... 56 Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps 59 Overview......................................................... 59 Recommended Maintenance Plans................................... 60 Creating a Maintenance Plan for WorkSite Databases....................... 60 Configuring the Check Database Integrity Task......................... 66 Configuring the Rebuild Index Task.................................. 70 Configuring the Update Statistics Task................................ 73 Configuring the Back Up Database (Full) Task......................... 76 Configuring the Back Up Database (Transaction Log) Task............... 79 Completing the Maintenance Plan................................... 82 Appendix B: Installation Record 87 Index 89 4 WorkSite Server Installation Guide
Figures Figure 1 Select Users... 14 Figure 2 Local Security Policy Setting Dialog... 15 Figure 3 Select Users or Groups Dialog... 16 Figure 4 Configuring a Shared Folder in Windows 2008 Server... 17 Figure 5 Connect to SQL Server Dialog... 21 Figure 6 SQL Server Management Studio... 22 Figure 7 Tempdb Properties - tempdev File Initial Size... 23 Figure 8 New Database Dialog... 24 Figure 9 Database File Location... 25 Figure 10 ODBC Data Source Administrator, System DSN tab... 28 Figure 11 Create a New Data Source to SQL Server Dialog... 29 Figure 12 Create a New Data Source to SQL Server, Login ID Verification Dialog... 30 Figure 13 Create a New Data Source to SQL Server, Default Database Dialog... 31 Figure 14 Create a New Data Source to SQL Server, Language Settings Dialog... 32 Figure 15 ODBC Microsoft SQL Server Setup Summary... 33 Figure 16 Tests Completed Successfully Dialog... 34 Figure 17 Network Card Properties - Advanced Tab... 36 Figure 18 WorkSite Service Add/Remove Dialog... 38 Figure 19 WorkSite Server Startup Dialog... 38 Figure 20 Register/Unregister Databases... 44 Figure 21 Logon to Database... 44 Figure 22 Select Default File Server Type... 45 Figure 23 Default Document File Server Information... 46 Figure 24 WorkSite Server Startup Dialog... 48 Figure 25 Database Setup Dialog... 49 Figure 26 Database Properties Dialog for WorkSite Server Service... 50 Figure 27 ODBC Source(s) Dialog... 50 Figure 28 File Server Connections Dialog, Windows tab... 52 Figure 29 File Server Connections Dialog, NetWare Tab... 53 Figure 30 Excerpt from Normal WorkSite Server Service startup messages... 54 Figure 31 Login to WorkSite Server Dialog... 56 Figure 32 SQL Server Management Studio... 61 Figure 33 SQL Server Maintainence Plan wizard... 62 Figure 34 Select Plan Properties... 63 Figure 35 Select Maintenance Tasks... 64 Figure 36 Select Maintenance Task Order... 65 Figure 37 Define Database Check Integrity Task... 66 Figure 38 Database selection panel... 67 WorkSite Server Installation Guide 5
Figures Figure 39 Defining Database Check Integrity task... 68 Figure 40 Job scheduling for Database Integrity check... 69 Figure 41 Configured database integrity task... 70 Figure 42 Configuring the rebuild index task... 71 Figure 43 Job scheduling for rebuilding the index task... 72 Figure 44 Updated rebuild index task window... 73 Figure 45 Defining the update statistics task... 74 Figure 46 Job schedule for updating statistics... 75 Figure 47 Defining the update statistics task... 76 Figure 48 Configuring the back up database (full) task... 77 Figure 49 Job schedule for Back Up Database (full)... 78 Figure 50 Updated Define Back Up Database (Full) Task window... 79 Figure 51 Define Back Up Database (Transaction Log) Task page... 80 Figure 52 Job Schedule Properties dialog box... 81 Figure 53 Updated Back Up Database (Transaction Log) task... 82 Figure 54 Select Report Options page... 83 Figure 55 Complete the Wizard page... 84 Figure 56 Maintenance Plan Wizard Progress page... 85 6 WorkSite Server Installation Guide
Tables Table 1 Notation Conventions... 9 Table 2 Revision History... 12 Table 3 SQL Collation Settings for Additional Language Support... 26 Table 4 Installation Record... 87 WorkSite Server Installation Guide 7
Tables 8 WorkSite Server Installation Guide
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
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 2003. 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
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
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 2007 8.2 SP1 Release. 2 December 2007 8.3 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 2008 8.3 Patch 2 Release. Updates to Chapter 10, Installing and Configuring WorkSite Indexer. Minor changes to Symantec Vault Integration section. 5 September 2008 8.3 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 2009 8.5 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: https://customers.autonomy.com. 12 WorkSite Server Installation Guide
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
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
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
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
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 2003. Configuring a Shared Drive in Windows 2008 1. 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
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 2003 1. 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
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
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 13. 2. 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
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 7. 1. 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
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 7. 22 WorkSite Server Installation Guide
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
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
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
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
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
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
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
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 13. 30 WorkSite Server Installation Guide
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
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
Preparing for the WorkSite Server Installation Figure 15 ODBC Microsoft SQL Server Setup Summary 16. Click Test Data Source. WorkSite Server Installation Guide 33
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
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
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
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
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
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
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 17:39:58.421 Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39:58.578 FileServer: 226:Info[1164] Connected to file server path \\BOSTON\COLORADO_DOCS for COLORADO:DEFSERVER Thu 05/31 17:39:58.593 Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39:58.609 Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39:58.640 Pool: 557:Info[1164] Connected to database Colorado 40 WorkSite Server Installation Guide
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
Chapter 2: Installing WorkSite Server 42 WorkSite Server Installation Guide
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
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 22. 44 WorkSite Server Installation Guide
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
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
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
Chapter 4: Setting Up WorkSite Services NOTE If you did not configure startup properties during installation, configure them now using the Service Manager. Configure Startup Properties for a Service 1. Highlight the WorkSite Server Service in the main table view. 2. Click the button in the toolbar or select Startup Properties from the Service pull-down menu. The WorkSite Server Startup dialog box appears. Figure 24 WorkSite Server Startup Dialog 3. Enter the Login ID and Password for the Windows User account under whose context the WorkSite Server Service program will run. This account must be different from the Windows service account Local System and must have Log on as a service privileges. The default value that appears in the Login ID field in the Startup dialog box is that of the current user. 4. Select the Startup Type: If you want the service program to start up automatically on boot, check Automatic. If you want the service program to start up only when launched manually from within the WorkSite Service Manager, then check Manual. 5. Click OK to register your changes. 48 WorkSite Server Installation Guide
Overview Step 2: Connect WorkSite Server Service to Databases You can connect each WorkSite Server to multiple WorkSite Databases. If multiple services are running on the same machine, the different WorkSite service programs can connect different sets of databases. Selecting the Databases to Which the WorkSite Server Should Connect 1. Highlight the service in the main program window. 2. Click the Database button in the toolbar. The Database Setup dialog box for that service appears. Figure 25 Database Setup Dialog The Database Setup dialog box shows those databases that the WorkSite Server is currently serving. If you have not connected WorkSite Server Service to any databases yet, the list view in this dialog box is blank. Adding a connection to a database 1. Click Add in the Database Setup dialog box. The Database Properties dialog box opens. WorkSite Server Installation Guide 49
Chapter 4: Setting Up WorkSite Services Figure 26 Database Properties Dialog for WorkSite Server Service 2. Enter a database name in the Database text-entry box or click the browse button to select a database from those already defined as ODBC data sources. When you click the browse button, the ODBC Source(s) dialog box appears. NOTE It is always a best practice to use the browse button to locate a database rather than entering the database name. The ODBC Source(s) dialog box lists all ODBC data sources defined on your local machine. Figure 27 ODBC Source(s) Dialog NOTE Before you can connect a WorkSite Middle-tier Server or Index Server to a database, the database must be registered as an ODBC data source on the Server and must be initialized as a WorkSite database as explained in the chapter, Creating the WorkSite Tables 50 WorkSite Server Installation Guide
Overview 3. Enter the SQL Administrative Login ID and Password that the Server will use to log into the database. This ID and password must have system administrator-level access to the database (that is, the SA account). 4. If this database will function as a Primary Database for this WorkSite Server, check the Primary Database checkbox. Primary Databases are the default sources for WorkSite Forms for the server. (For more information on Primary Databases, see Chapter 2 of the WorkSite Server Administrator s Guide.) 5. If you want to maintain a 1:1 ratio of threads to connections for this database, keep the As many connections as threads checkbox checked. Otherwise, clear this box and enter a custom number of SQL connections that the WorkSite Server should maintain to this database. The ratio of threads to connections can be customized per database. (For more information on this option, see Chapter 2 of the WorkSite Server Administrator s Guide.) NOTE For information about configuring the WorkSite Indexer portion of this dialog, refer to the WorkSite Indexer Administration Guide. 6. Click OK to add the database to the list of those being served by the WorkSite Middle-tier Server. Step 3: Configure Connections from WorkSite Server to File Servers The File Server Connections dialog is used to enter login information for the accounts which will be used by the WorkSite Server Service to access the document file server(s). By default, the WorkSite Server uses the Windows account that was used to log in to access to the file server. To specify an alternative account to use. For Windows File Servers To configure connections between WorkSite Server and a Windows file server: 1. In the WorkSite Service Manager, select the WorkSite Server Service. 2. From the Properties menu, select File Server Setup or click the File Server Setup icon. The File Server Connections dialog opens. 3. Click the Microsoft Windows Operating System tab. WorkSite Server Installation Guide 51
Chapter 4: Setting Up WorkSite Services Figure 28 File Server Connections Dialog, Windows tab 4. Disable the Use Service Logon only option. 5. Enter a valid Windows domain Login ID and Password which has access to the file server. 6. Click OK. 7. Stop and restart the WorkSite Server service. For NetWare File Servers To configure connections between WorkSite Server and a NetWare file server: 1. In the WorkSite Service Manager, select the WorkSite Server Service. 2. From the Properties menu, select File Server Setup or click the File Server Setup icon. The File Server Connections dialog opens. 52 WorkSite Server Installation Guide
Overview Figure 29 File Server Connections Dialog, NetWare Tab 3. Select either a Bindery or NDS connection. 4. Enter the LoginID and Password for the Novell NetWare User Account created for the WorkSite Middle-tier Server or Indexing Server. 5. If you selected NDS, then you must also enter a Context. 6. Click OK. 7. Stop and restart the WorkSite Server service. Step 4: Start WorkSite Server Service Highlight WorkSite Server Service, then click Start to start WorkSite Server Service. If you have any problem starting WorkSite Server Service, check all of the settings created for WorkSite Server Service in this chapter and check the WorkSite Server Service Log File (below) for clarifying information. Step 5: Check the WorkSite Server Service Log File Whether or not you have any problem starting WorkSite Server Service, check the WorkSite Server Service Log File to verify that WorkSite Server Service is running and connected to the database. To see the WorkSite Server Service Log File, highlight WorkSite Server Service and click Log View. WorkSite Server Installation Guide 53
Chapter 4: Setting Up WorkSite Services If WorkSite Server Service is running properly, you should see a series of log file entries similar to the following: Figure 30 Excerpt from Normal WorkSite Server Service startup messages Wed 02/06 17:40:34.195 RegistryMap: 536:Header [1804] Registry value: LogonID - ************************************ Wed 02/06 17:40:34.195 RegistryMap: 536:Header [1804] Registry value: Password - ************************************ Wed 02/06 17:40:34.195 Pool: 557:Info [1804] Connected to database CODYPARK Wed 02/06 17:40:35.406 FileServer: 226:Info [1804] Connected to file server path \\BOWEN2\IMANINDEX for CODYPARK:IDXSERVER Wed 02/06 17:40:35.406 FileServer: 226:Info [1804] Connected to file server path \\BOWEN2\IMANDOCS for CODYPARK:DEFSERVER Wed 02/06 17:40:35.497 Pool: 557:Info [1804] Connected to database CODYPARK Wed 02/06 17:40:35.597 Pool: 545:Header [1804] DB: COLORADO - Driver: SQLSRV32.DLL - Version: 3.80.194 Wed 02/06 17:40:35.597 Pool: 548:Header [1804] DB: COLORADO - DBMS: Microsoft SQL Server - Version: 8.0.194 Wed 02/06 17:40:35.597 RegistryMap: 536:Header [1804] Registry value: LogonID - ************************************ Wed 02/06 17:40:35.597 RegistryMap: 536:Header [1804] Registry value: Password - ************************************ WWed 02/06 17:40:35.597 Pool: 557:Info [1804] Connected to database COLORADO Wed 02/06 17:40:35.877 FileServer: 226:Info [1804] Connected to file server path \\BOWEN2\IMANINDEX for COLORADO:IDXSERVER Wed 02/06 17:40:35.877 FileServer: 226:Info [1804] Connected to file server path \\BOWEN2\IMANDOCS for COLORADO:DEFSERVER Wed 02/06 17:40:35.977 Pool: 557:Info [1804] Connected to database COLORADO Wed 02/06 17:41:00.262 Connection: 97:Info [1988] CON 2140980: Connected to full-text index - COLORADO. Wed 02/06 17:41:00.993 Connection: 97:Info [1988] CON AF0E40: Connected to full-text index - CODYPARK. 54 WorkSite Server Installation Guide
Chapter 5 Testing Connectivity and Final Tasks Testing Connectivity After you have WorkSite Server Service running, perform the following tests to ensure that the WorkSite Client can connect to the database. Step 1: Add a Test User 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. Select the User node, then right-click in the right pane and select Add. The Add New Users dialog opens. 3. Enter a User ID (such as TESTUSER) and Password for this user, then click Add. Step 2: Install and Run a WorkSite Client 1. Install a WorkSite Client (DeskSite or FileSite) on a computer with network access to the WorkSite Server. 2. Register the server and log into the WorkSite Server using the TESTUSER account. WorkSite Server Installation Guide 55
Chapter 5: Testing Connectivity and Final Tasks Figure 31 Login to WorkSite Server Dialog Step 3: Import a Document Log into the WorkSite database with your TESTUSER account. Import a document to the database. If you can connect to WorkSite and import a document, you have successfully installed WorkSite Server. Additional Tasks After you have successfully installed WorkSite Server, you can install maintenance scripts, and fine tune WorkSite Server and Database performance. You can also customize the appearance and behavior of the client. See the WorkSite Server Administrator s Guide for information about related administrative tools. You also need to complete the following optional tasks: Add the group NRTADMIN to the database. You must be a member of this group or an Administrator on your workstation to be able to run the WorkSite Administrative Tools. Customize the database captions and dialog boxes using the Dialog Editor. Add users, groups, and custom classifications for documents. In addition, create roles, and configure global database properties. Use the Database Administration program for these tasks. Install SQL Maintenance Tasks and Scheduled Dumps on SQL Server. 56 WorkSite Server Installation Guide
Additional Tasks Install WorkSite Client software on each user s PC and set up application integration. WorkSite Server Installation Guide 57
Chapter 5: Testing Connectivity and Final Tasks 58 WorkSite Server Installation Guide
Appendix A Recommended SQL Maintenance Tasks and Scheduled Dumps Overview To ensure the health and ability to restore your SQL database, Autonomy highly recommends installing a series of scheduled maintenance tasks and database dumps on your SQL Server. This appendix provides instructions for configuring the following tasks: Back up of the WorkSite databases (Full) Back up of the WorkSite database (transaction logs) Integrity check of the database tables Rebuilding the Index These tasks can be scheduled using the Microsoft SQL Server Management Studio. The instructions provided are guidelines. You may want to customize these tasks for your specific installation. NOTE Autonomy is not liable for any data loss that might result from the use of these recommendations. Microsoft provides extensive documentation for the use of the tools described here. Several Microsoft Certified training centers are also available that provide specialized training on SQL Server administration. Autonomy recommends that only a certified and trained SQL DBA set up these tasks. WorkSite Server Installation Guide 59
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Recommended Maintenance Plans Autonomy recommends creating the following plans Every two hours. Back Up Database (Transaction Log) Every night. Update Statistics, Back Up Database (Full) Once a week. Database Integrity Check, Back Up Database (Full), and Rebuild Index After the maintenance plans are scheduled, make sure that these plans execute on a regular basis by checking the backup and the log directories. These directories and log files must be checked daily. If the maintenance plans are malfunctioning, call Microsoft SQL Server Technical Support. Creating a Maintenance Plan for WorkSite Databases The maintenance plan for WorkSite databases includes the following sections: 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 Using the SQL Server Management Studio you can create a maintenance plan for each database. 1. Launch the Microsoft SQL Server Management Studio. 2. In the Object Explorer, expand a server and then expand Management. 3. Right-click Maintenance Plans and select Maintenance Plan Wizard. 60 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 32 SQL Server Management Studio The SQL Server Maintenance Plan wizard appears. WorkSite Server Installation Guide 61
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 33 SQL Server Maintainence Plan wizard 4. Click Next. The Select Plan Properties window appears. 62 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 34 Select Plan Properties 5. Enter a name for the maintenance plan. 6. Select Separate schedules for each task. 7. Click Next. The Select Maintenance Tasks window appears. WorkSite Server Installation Guide 63
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 35 Select Maintenance Tasks 8. Select the following options: Check Database Integrity, Rebuild Index, Update Statistics, Back Up Database (Full) and Back Up Database (Transaction Log). NOTE Statistics are updated as part of the Rebuild Index task. If the Auto-Update Statistics option is disabled in Database Properties, a daily task to Update Statistics is recommended. NOTE The type and frequency of database backups will be determined by each customer's disaster recovery plan. 9. Click Next. The Select Maintenance Task Order window appears. 64 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 36 Select Maintenance Task Order 10. Use the Move Up and Move Down buttons to set the tasks in the following order: Check Database Integrity Rebuild Index Update Statistics Back Up Database (Full) Back Up Database (Transaction Log) 11. Click Next. Continue with Configuring the Check Database Integrity Task on page 66. NOTE The order of the tasks set here is designed to match the order of the task configuration instructions that follow in this document. The actual order in which the tasks are performed will be defined by their scheduled times. WorkSite Server Installation Guide 65
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Configuring the Check Database Integrity Task The Define Database Check Integrity Task appears. Figure 37 Define Database Check Integrity Task 12. Click the Databases drop-down menu.the database selection panel appears. 66 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 38 Database selection panel 13. Select These databases. 14. Select the WorkSite database. 15. Click OK. WorkSite Server Installation Guide 67
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 39 Defining Database Check Integrity task 16. Select Include indexes. 17. Under the Schedule section, click Change. The Job Schedule Properties dialog box appears. 68 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 40 Job scheduling for Database Integrity check 18. Schedule the frequency of the Check Database Integrity task. This should occur at least once a week during the scheduled maintenance period. The task should run prior to database backup. 19. Click OK. The updated Define check Integrity task window appears. WorkSite Server Installation Guide 69
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 41 Configured database integrity task This completes the configuration of the Check Database Integrity task. 20. Click Next. Continue with Configuring the Rebuild Index Task on page 70. Configuring the Rebuild Index Task The Define Rebuild Index task window appears. 70 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 42 Configuring the rebuild index task 21. Click the Databases drop-down menu and select all WorkSite databases as shown in step 12 to step 14. 22. In the Object dop-down list select Table. 23. In the Selection drop-down list select All. 24. In the Free Space Options section, select Change free space per page percentage to and set the value to 10%. 25. In the Advanced Options section, clear the check boxes for Sort results in tempdb and Keep index online while reindexing. WorkSite Server Installation Guide 71
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps NOTE Keep index online while reindexing is not recommended because some WorkSite tables use LOB data types. Indexes with this data type cannot be rebuilt while online. 26. In the Schedule section, click Change. The Job Schedule Properties dialog box appears. Figure 43 Job scheduling for rebuilding the index task 27. Schedule the frequency of the Rebuild Index task. This should occur at least once a week during the scheduled maintenance period. The task should run after database backup. 28. Click OK. The updated Define Rebuild Index task window appears. 72 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 44 Updated rebuild index task window This completes the configuration of the Rebuild Index task. 29. Click Next. Continue with Configuring the Update Statistics Task on page 73. Configuring the Update Statistics Task The configuration window is displayed only if the Update Statistics task was selected from the maintenance task list. See Figure 36 on page 65. WorkSite Server Installation Guide 73
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Statistics are updated as part of the Rebuild Index task. If the Auto-Update Statistics option is disabled in Database Properties, a daily task to Update Statistics is recommended. The Define Update Statistics Task window appears. Figure 45 Defining the update statistics task 30. Click the Databases drop-down menu and select the WorkSite databases as as shown in step 12 to step 14. 31. In the Object dop-down list select Table. 32. In the Selection drop-down list select All. 33. In the Update section, select All existing statistics. 74 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases 34. In the Scan type section, select Full scan. 35. In the Schedule section, click Change. The Job schedule Properties dialog box appears. Figure 46 Job schedule for updating statistics 36. Schedule the frequency of the Update Statistics task. This should occur at least once a day during the scheduled maintenance period. The task should run prior to database backup. 37. Click OK. The updated Define Update Statistics task window appears. WorkSite Server Installation Guide 75
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 47 Defining the update statistics task This completes the configuration of the Update Statistics task. 38. Click Next. Continue with Configuring the Back Up Database (Full) Task on page 76. Configuring the Back Up Database (Full) Task The Define Back Up Database (Full) Task window appears. 76 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 48 Configuring the back up database (full) task 39. Click the Databases drop-down menu and select the WorkSite databases as shown in step 12 to step 14. 40. In the Backup Component section, select Database. 41. Select Backup set will expire, select After and enter the number of days before expiration. This value should be determined based on the firm's disaster recovery plan. The example is set to a value of 7 days. 42. Select Create a backup file for every database. 43. Select Create a sub-directory for each database and enter the database backup location. WorkSite Server Installation Guide 77
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps 44. Select Verify backup integrity. 45. In the Schedule section, click Change. The Job Schedule Properties dialog box appears. Figure 49 Job schedule for Back Up Database (full) 46. Schedule the frequency of the Back Up Database (Full) task. This should occur at least once a day during the scheduled maintenance period. 47. Click OK. The updated Back Up Database task window appears. 78 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 50 Updated Define Back Up Database (Full) Task window This completes the configuration of the Back Up Database (Full) task. 48. Click Next. Continue with Configuring the Back Up Database (Transaction Log) Task on page 79. Configuring the Back Up Database (Transaction Log) Task The Define Back Up Database (Transaction Log) Task window appears. WorkSite Server Installation Guide 79
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 51 Define Back Up Database (Transaction Log) Task page 49. Click the Databases drop-down menu and select the WorkSite databases as shown in step 12 to step 14. 50. Select Backup set will expire, select After and enter the number of days before expiration. This value should be determined based on the firm's disaster recovery plan. The example is set to a value of 7 days. 51. Select Create a backup file for every database. 52. Select Create a sub-directory for each database and enter the transaction log backup location. 80 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases 53. Select Verify backup integrity. 54. In the Schedule section, click Change. The Job Schedule Properties dialog box appears. Figure 52 Job Schedule Properties dialog box 55. Schedule the frequency of the Back Up Database (Transaction Log) task. This value should be determined by based on the firm's disaster recovery plan. The example is set to a value of every 2 hours. 56. Click OK. The updated Back Up Database (Transaction Log) task appears. WorkSite Server Installation Guide 81
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 53 Updated Back Up Database (Transaction Log) task This completes the configuration of the Back Up Database (Transaction Log) task. 57. Click Next. Continue with Completing the Maintenance Plan on page 82. Completing the Maintenance Plan The Maintenance Plan supports several options for reporting on the Select Report Options window. 82 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases The Select Report Options window appears. Figure 54 Select Report Options page 58. Select Write a report to a text file and set the Folder location to the directory for the report. 59. Click Next. The Complete the Wizard window appears. WorkSite Server Installation Guide 83
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps Figure 55 Complete the Wizard page 60. Confirm that each task is present and click Finish. The progress window appears. 84 WorkSite Server Installation Guide
Creating a Maintenance Plan for WorkSite Databases Figure 56 Maintenance Plan Wizard Progress page. 61. Verify that all maintenance plan components create successfully, then click Close. The Maintenance Plan is now complete. The new plan can be viewed or modified in the Object Explorer in the Maintenance Plans section of the Maintenance area. Individual tasks will also appear under the Jobs section of the SQL ServerAgent area. WorkSite Server Installation Guide 85
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps 86 WorkSite Server Installation Guide
Appendix B Installation Record Use this form to record information about your WorkSite installation. Table 4 Installation Record Installation Information Your Name: Installation Date: WorkSite Server Information WorkSite Server Service Windows User Name: Password: Service to Login: Rules Engine Service Windows User Name: Password: Index Search Service to Login: Windows User Name: Account used by SQL Password: Server to Login: WorkSite Indexer Information WorkSite Indexer Login: WorkSite Indexer Password: WorkSite Indexer Repository Login: WorkSite Indexer Repository Password: File Server Information (Windows) Full UNC Path to documents: File Server Information (Novell NetWare) WorkSite Server User Name: WorkSite Server Installation Guide 87
Appendix B: Installation Record Table 4 Installation Record Account on NDS Password: WorkKnowledge DRE Service User Name: Account on NDS Password: Rules Engine Service User Name: Account on NDS Password: SQL Server Setup SQL Server Host Name: SQL Server IP Address: SQL Administrative Account (SA): Password: SQL Databases SQL Database Name: 88 WorkSite Server Installation Guide
Index E errata 12 N Novell NetWare Client Installation 39 O ODBC System DSN 28 T Tests ODBC Connectivity 34 W WorkSite Server Service Configuring Connections to File Servers 51 Log File 53 Setting Up and Starting 47 WorkSite Server Installation Guide 89
Index 90 WorkSite Server Installation Guide