Server Manager Open Text Web Solutions Management Server 10.0
Copyright 2009 Open Text Corporation. All rights reserved. Documentation 01/2009 - Management Server 10.0 This documentation contains information protected by copyright. Without prior written permission, any part of this documentation may only be reproduced, translated, stored or analyzed in dp-systems by Open Text Corporation. The information in this documentation is subject to change without notice. Open Text Corporation shall not be responsible for technical or editorial errors or omissions contained in this documentation. Open Text Corporation will not be liable for incidental or consequential damages resulting from the furnishing, performance or use of this documentation. Trademarks RedDot is a trademark of Open Text Corporation. All other product and service names are trademarks or registered trademarks of their respective owner. General Information Visit our home page at http://www.opentext.com for more information about Open Text products and services.
Contents Contents 3 About This Documentation... 8 Handbooks, Online Documentation, and Help... 8 Breakdown of Topics... 9 Conventions... 9 Activity Flow Chart... 9 Symbols... 11 Syntax... 11 About the Server Manager... 12 Accessing the Server Manager... 12 User Interface... 13 Tree... 13 Action Menu... 14 Clipboard... 14 Editing Clipboard Content... 15 Administering Application Servers... 16 Application Servers... 16 Administering Asynchronous Processes... 17 Administering Publication and Scheduled Processes... 20 Process Properties... 23 Backing Up Administration... 26 Restoring Administration... 26 Showing Licenses in Use... 27 Creating Support Information... 27 Editing Connections... 28 Editing Connections... 28 Editing Settings... 29 Clearing the Language Resource Cache... 37 Deactivating Servers... 37 Activating Servers... 37 Projects... 38 Creating Projects... 38 3
Contents Classes... 41 List of Classes... 41 Log Files... 42 Clearing Log Directories... 42 Viewing Log Files... 43 Deleting Log Files... 44 Downloading Log Files... 44 Viewing Log Files (Accountsystem)... 44 Viewing Log Files (ApplicationImport)... 45 Viewing Log Files (AsyncQueue)... 45 Viewing Log Files (ChangeLicense)... 46 Viewing Log Files (Common)... 46 Viewing Log Files (Converter)... 46 Viewing Log Files (ConvertFolder)... 47 Viewing Log Files (CopyProject)... 47 Viewing Log Files (Export)... 47 Viewing Log Files (Import)... 48 Viewing Log Files (Install)... 48 Viewing Log Files (Login)... 49 Viewing Log Files (Publishing)... 49 Viewing Log Files (Report)... 50 Viewing Log Files (Serverjobs)... 50 Viewing Log Files (Shared)... 51 Viewing Log Files (TreeExport)... 51 Viewing Log Files (TreeImport)... 51 Viewing Log Files (UpdateDatabase)... 52 Viewing Log Files (User)... 52 Viewing Log Files (WebCompliance)... 52 Administering Users and Groups... 54 Directory Services... 54 Adding/Editing Directory Services... 55 Users... 58 Configuration File for LDAP Directory Services... 58 Deleting Directory Services... 65 Importing User Accounts... 65 4
Contents Selecting Projects... 67 Selecting Groups... 67 Deleting Imported Users... 68 Users/Groups by Projects... 68 Creating Groups... 68 Connecting to Groups in Clipboard... 70 Editing Groups... 70 Creating Shortcuts in Clipboard... 71 Deleting Groups... 71 Disconnecting Groups from Projects... 72 Connecting to Users in Clipboard... 72 Sending E-mails to All Active Users of a Group... 73 Sending E-mails to All Users of a Group... 73 Users... 74 Creating and Editing User Data... 74 Finding Users... 77 Sending E-mails to All Active Users... 79 Showing Active Users... 79 Showing All Users... 80 Editing Module Assignments... 81 Editing Project Assignments... 84 Deleting Users... 86 Editing Group Assignments... 87 Creating Shortcuts in Clipboard... 88 Groups... 89 Showing All Groups... 90 Administering Projects... 91 Editing Projects... 91 Creating Projects... 91 Importing Projects... 94 Checking Database Servers... 96 Selecting Directories... 96 Renaming Projects... 97 Showing Project Information... 98 Deleting Projects... 99 5
Contents Copying Projects... 101 Exporting Projects... 103 Extended Information Concerning XML Project Exports... 105 Updating Project Databases... 106 Activating Versioning... 107 Deactivating Versioning... 107 Shrinking the Versioning Database... 108 Activating Archiving... 108 Deactivating Archiving... 108 Displaying Active Users in Project... 109 Editing Project Locks... 109 Assigning Publishing Servers... 111 Assigning Database Servers... 111 Administering Database Servers... 113 Administering Server Connections... 113 Creating Server Connections... 114 Showing Usage... 114 Editing Server Connections... 115 Testing Database Connections... 118 Deleting Server Connections... 118 Administering Database Access Modes... 119 Creating/Editing Access Modes... 119 Creating Provider Templates... 120 Deleting Access Modes... 121 Administering User-defined Jobs... 122 Editing User-defined Jobs... 122 Creating/Editing User-defined Jobs... 122 Editing Scheduling... 123 Editing Pending Actions... 124 Editing E-mail Notifications... 129 Showing Job References... 129 Starting Jobs... 130 Deleting Jobs... 130 Viewing Log Files... 130 Administering Plug-ins... 131 6
Contents Plug-ins... 131 Importing Plug-ins... 131 Plug-in Import Report... 132 Creating/Editing Plug-ins... 132 Editing Project Assignments... 134 Deleting Plug-ins... 135 Administering Delivery Server... 136 Delivery Server... 136 Creating/Editing Delivery Server Connections... 136 Deleting Delivery Server Connections... 137 Widget Configurations... 138 Creating/Editing Widget Configurations... 138 Deleting Widget Configurations... 140 Index... 141 7
About This Documentation This section provides an overview of the content and layout of the documentation. The handbooks and Help have been created and designed in a uniform way. The structure of the content is based on the structure of the software. Topics covered in this chapter include: Handbooks, Online Documentation, and Help (Page 8) Breakdown of Topics (Page 9) Conventions (Page 9) Handbooks, Online Documentation, and Help The Management Server documentation consists of the following sections: Installation Open Text Web Solutions Server Manager SmartTree Content Classes SmartEdit Asset Manager Online Documentation Context-sensitive Help The handbooks contain the following information: The Installation handbook informs the reader how to install, update, and uninstall Management Server. It also describes how to install and update the application servers in a cluster. The Open Text Web Solutions handbook explains the Web Solutions user interface. It also describes the functions of the Homepage, Tasks, and Search modules. The SmartTree handbook contains reference documentation for SmartTree. The Server Manager handbook contains reference documentation for the Server Manager. The Content Classes handbook contains an overview of content classes, elements, and templates. It also has a reference section that describes the individual functions available for working with content classes. The SmartEdit handbook describes all functions available for working with SmartEdit. The Asset Manager handbook describes all functions available for working with Asset Manager folders. 8
About This Documentation Breakdown of Topics You can access the online documentation from any component via the Help menu item in the global menu. Its content reflects the sections in the following handbooks: Open Text Web Solutions, Server Manager, SmartTree, Content Classes, SmartEdit, and Asset Manager. The context-sensitive Help is available in every dialog window. Click the Help button in the bottom left corner of a dialog window. This opens the Help, which provides information about the current dialog. Breakdown of Topics The documentation consists of three levels of headings: chapter, topic, and section. At chapter and topic level, the user obtains an overview of the contents of the chapters and topics. For SmartTree and Server Manager, the level headings correspond to the tree items described. The dialog windows are described on the section level. A section consists of heading, activity flow chart, introduction, and operating procedure. In certain sections, a list of related topics will be included at the bottom of the page. The heading corresponds to the respective menu item. The activity flow charts and descriptions of the dialog windows follow a specific documentation syntax. See also: Activity Flow Chart (Page 9) Symbols (Page 11) Syntax (Page 11) Conventions The better your orientation within the documentation, the quicker you will be able to obtain the knowledge/information you need to carry out your work with Management Server. For this reason, the following conventions have been set up for this documentation: Defined symbols Defined syntax At the beginning of every section, an activity flow chart depicts how to navigate to the individual dialog windows in Management Server. Activity Flow Chart Navigation in Management Server is explained at the beginning of each section within a gray box (activity flow chart). The dialog windows can be opened in various ways. Many dialog windows have multiple activity flow charts defined for them. In the printed documentation, you can find these activity flow charts wherever this type of information is necessary. 9
About This Documentation Conventions The activity flow chart is not initially displayed in the online documentation. A page that has an activity flow chart has a symbol. Click the symbol to display or hide the activity flow chart. In the following examples, the actual names have been replaced by generic terms. Module Menu item/tree item Select tree item Menu item in Action Menu Title of dialog window Module might refer to SmartTree, for example, the program component (module) from which further navigation steps are taken. In some cases, alternative paths are possible. The alternative paths are preceded by the word or in italics. The symbols used have the following meanings: Symbol Meaning The arrow symbol appears in combination with a menu item or tree item. It represents the beginning of the next navigation step or navigation event. A dialog window opening is one example of a navigation event. The pointer symbol appears in combination with a user-specific item in a tree view. Meaning: Select the desired item in the tree view. This pointer symbol is used for right-clicks. Right-clicking lets you open a shortcut menu that offers you different actions. This is the symbol for the Action Menu. The Action menu lists all menu items available for a tree item you have selected. Meaning: Click the Action Menu item described after the symbol. This symbol is used for Server Manager, SmartTree, and Workflow Designer. This is the symbol for the global menu. It is located in the area on the upper right of the Web Solutions user interface. This symbol represents the Clipboard. Next to the symbol is the name of the objects that are in the Clipboard and that you have to select. This symbol is used for the Server Manager and SmartTree activity flow charts. This is the symbol for an open dialog window. The name of the open dialog window is given after the symbol. This symbol represents the work area in SmartEdit. This is the symbol for the edit area in the Template Editor and text editor. This symbol stands for the work area within the Workflow Designer. 10
About This Documentation Conventions Symbols The following symbols will be used in the documentation text. Syntax Example This symbol alerts you to examples of the described functions. Tip This symbol indicates tips on how to make better use of certain functions. Information This symbol indicates useful background information. Warning This symbol indicates a warning that must be taken note of. The documentation uses the following syntax: Steps are numbered. Software elements are identified in process steps by bold formatting (for example, buttons or drop-down lists). Dialog window titles are formatted in italics. Program code and source code (for example, XML, XSL, and HTML) are printed in Courier to differentiate them from the rest of the text. Directory names are separated by a slash (/) or backslash (\). 11
About the Server Manager In the Server Manager, you administer and edit settings for all projects, servers, and users. The following tree items are available for use with the individual settings: Administer Application Servers - Here, you administer the connections to one or more application servers. You can combine several application servers in a cluster. Administer Users and Groups - This is where you administer the general project settings for users and groups. You can also import users from other directory services. Administer Projects - Here, you administer projects on this and other application servers. Administer Database Servers - Here, you administer the various databases of your projects. Administer User-defined Jobs - This is where you create and edit user-defined jobs. User-defined jobs make it possible to execute periodic Administrator or Management Server tasks. Administer Plug-ins - Create and administer any external scripts with the help of the plug-in interface. Administer Delivery Server - Create and administer the connection to a Delivery Server. Management Server is installed on one server. Throughout the following documentation this server will be referred to as the application server. You can only work in the Server Manager when you have been assigned the Server Manager module. Topics covered in this chapter include: Accessing the Server Manager (Page 12) User Interface (Page 13) Accessing the Server Manager To be able to work with the Server Manager, the module Server Manager must be assigned to you. The user set up during the installation automatically has access to the Server Manager module. All other users are created in the user administration of the Server Manager. All of the user settings for, for example, modules, roles, project assignments, etc., can be modified at any time. See also: Users/Groups by Projects (Page 68) Users (Page 74) Groups (Page 89) 12
About the Server Manager User Interface User Interface The Server Manager user interface is divided into the following sections: The Tree View lets you administer the project structure using the Action Menu. The Action Menu provides specific options for editing the individual tree items. Tree items can be connected via the Clipboard. See also: Tree (Page 13) Action Menu (Page 14) Clipboard (Page 14) Editing Clipboard Content (Page 15) For information about the Web Solutions user interface, see the Open Text Web Solutions documentation. Tree Server Manager The tree displays the essential editing area in Server Manager. The first item in the tree is called Start. The Server Manager tree lets you edit all administrative components of your projects. Start Administer Application Servers Administer Users and Groups Administer Projects Administer Database Servers Administer User-defined Jobs Administer Plug-ins Administer Delivery Server How to work with the tree items: Opening tree items - To open tree items, click the in front of the corresponding tree item. Closing tree items - To close tree items, click in front of the corresponding tree item. 13
About the Server Manager User Interface Action Menu Server Manager The Action Menu of the Server Manager is located at the top right-hand side. In the Action Menu, all editing options for the selected tree item will be displayed. Action Menu In the screen shot below, the Projects tree item has been selected. In the Action Menu, you can see all the menu items that are available for the Projects tree item: The Action Menu items, Create Project, Import Project, and Check Database Server, are available for the Projects tree item. If you click the icon in the Action Menu, you will get support-relevant information about the tree item selected in the Element Info window. Clipboard Server Manager The Clipboard is located at the right bottom of the Server Manager. You can create shortcuts for tree items in the Clipboard by double-clicking the corresponding tree item. The Create Shortcut in Clipboard menu item in the Action Menu is available with some tree items. Tree items in the Clipboard can be connected to other tree items. In the image below, a shortcut for a group, a user and a project has been created in the Clipboard. 14
About the Server Manager User Interface See also: Creating Shortcuts in Clipboard A user is to be added to a different group. Create a shortcut in Clipboard for the user and connect him or her to the corresponding group in the tree via Clipboard. Creating Shortcuts in Clipboard (Page 88) Connecting to Users in Clipboard (Page 72) Creating Shortcuts in Clipboard (Page 71) Connecting to Groups in Clipboard (Page 70) Editing Clipboard Content Server Manager Tree items that you have noted in the Clipboard can be edited. For this, use the Clipboard functions. How to use the Clipboard functions: Refresh Clipboard - Update the contents of the Clipboard with this function. Select All - With this function you can mark all of the elements in the Clipboard. Undo Selection - This function removes all marks in front of the elements in the Clipboard. Remove Selected Entries - This function removes all marked elements from the Clipboard. Display Element in Tree - Click on this arrow icon to display the position of the element in the tree. 15
Administering Application Servers The application server is the server on which the Management Server software is installed. All data and objects are stored on the application server. This means that all project user data, files, content classes, for example, are stored and administered here. You can operate several application servers in a cluster. Topics covered in this chapter include: Application Servers (Page 16) Editing Connections (Page 28) Projects (Page 38) Classes (Page 41) Log Files (Page 42) Application Servers For each application server, you can view and edit the asynchronous processes and back up and restore the Administrative Notes of the administration database. Administration data comprises all the data administered using the Server Manager, for example, users and groups, projects, or global releases. You can view and edit asynchronous processes located on application servers. You need both of the following dialog windows if you intend to administer multiple application servers in a cluster. A cluster consists of multiple application servers that access the same administration database (ioadministration) of a database server. Not all asynchronous processes can be managed in clusters. You can use and administer the following processes in the cluster: Automatic and manual publishing jobs Escalation routines for the workflow For more information on installing clusters, see the Installation documentation. You can back up and restore the administration data of the ioadministration administration database with the Server Manager. 16
Administering Application Servers Application Servers Asynchronous Processes Management Server is a Web-based application. Whereas other client applications can wait for a server response, this is hardly possible for a browser-based client. For this reason, time-consuming program functions, like page publication, are initiated without requiring the client to wait for execution. The client merely receives confirmation that a function has been started. These special independent program functions, known as asynchronous processes, can be executed concurrently on a server. When an asynchronous process is complete, this is logged in a log file. If e-mail notification has been preset, the user is notified via e-mail that the process is complete. Administering Asynchronous Processes Server Manager Start Administer Application Servers Application Servers Administer Asynchronous Processes Administer Asynchronous Processes Time-consuming functions are executed asynchronously in Management Server so that users can continue working optimally, even during complex processes. These program components are identified as asynchronous processes. These include more complex program components, for example, publications and project imports/exports, as well as less complex components such as sending e-mail or deleting pages. In total, around 60 different types of asynchronous processes occur in Management Server. Because users usually trigger these asynchronous processes unknowingly, it can lead to performance problems if multiple processes are triggered simultaneously. The Process Manager component controls these asynchronous processes. Process Manager ensures that not too many processes are started at once. The asynchronous processes form a queue before they are processed. This avoids a system overload. Process Manager is configured with useful default values after installation or updates so that you do not have to modify the configuration. Modifications to the configuration are sometimes useful when the server is not very busy and there are too many processes waiting. This is also the case when the server is overloaded because too many processes have been started. Only in cases such as these should you consider modifying the configuration. To do this, contact Support or Professional Services for guidance. The Administer Asynchronous Processes dialog window gives you an overview of the processes that run in a cluster on all application servers or that are waiting to be executed. You can stop, end, or change the priority of processes. This dialog window is divided into two areas. The area on the left shows the respective application servers with the corresponding queues. If you select an application server or queue in this area, the area on the right shows the processes that are already running or are waiting to be executed. 17
Administering Application Servers Application Servers The shortcut menu that opens when you right-click provides different actions for the individual items: Application Server Actions Shut Down Process Manager - Process Manager is shut down on this application server; asynchronous processes are no longer executed on this application server. Here you can select: End Processes - All running processes are ended and Process Manager is shut down. Wait Until Processes Are Completed - All running processes are completed before Process Manager is shut down. Refresh - Refreshes the dialog window display. Queue Actions Pause - No new processes are started in this queue. All active processes continue running. You can restart a queue that has been paused by clicking Resume in the shortcut menu. Refresh - Refreshes the dialog window display. Active Process Actions Stop - The process is given the signal to stop. This function is not supported by all processes. End - The process is ended. Set Priority - The priority is changed to the selected setting. Actions for Executing Pending Processes Remove - The process is removed from the queue. Position - The process is moved to the queue according to the selected setting. Dialog Window Keyboard Shortcuts You can use the following keyboard shortcuts in the Administer Asynchronous Processes dialog window: R - Refreshes the selected item in the left of the dialog window. F8 - Refreshes the entire dialog window. Operating System Processes for Asynchronous Processes Asynchronous processes were previously executed in Management Server in the form of operating system processes with the name RDCMSDllHost.exe. These operating system processes no longer exist. Management Server 10 and later versions have a 18
Administering Application Servers Application Servers Windows service with the name RedDot.CMS.ProcessServer.Service. Process Manager runs within this service. In the Task Manager, the process is called RedDot.CMS.ProcessServer.Service.exe. All asynchronous processes are executed in threads within this operating system process. Assigning Processes to Queues There are six queues in Process Manager with the following assignment of functions: Default Manager All asynchronous functions that are not triggered by the following Instant Manager Clear page cache Refresh page caches in the cluster Refresh image caches in the cluster Save version information for a page if it has been changed Asynchronous Queue Update Asset Manager Export assets to a directory Import files into Asset Manager Move assets Delete assets Shrink the versioning database Send e-mail Publication Workflow reaction: Publish Page Export instances of content classes Notification when the application server cannot be accessed in the cluster Check all external URLs in a project Check all references in other projects Workflow reaction: Automatic Expiration and Resubmission of Pages Inherit publication package to following levels Disconnect publication package from structural element and following levels Create project reports Page forwarding User-defined jobs 19
Administering Application Servers Application Servers Check spelling in page(s) using Web Compliance Manager Find and replace Start applications before/after publication Check database servers Publishing Supporter FTP transfer, transfer to Delivery Server, delete files from the live server Delete files from the live server Live Server Cleaning Clean up live server WebCompliance Check pages for Web compliance Administering Publication and Scheduled Processes Server Manager Start Administer Application Servers Application Servers Administer Publication and Scheduled Processes Administer Publication and Scheduled Processes or SmartTree Start Administer Project Structure Project Administer Publication and Scheduled Processes Administer Publication and Scheduled Processes You can view the properties of all publications and scheduled processes that run on the application server. You can start, deactivate, activate, and delete processes. When you open this dialog window in SmartTree, only the processes of the current project are displayed. Using the Process List Use the process list to do the following: Which processes and how many are currently running or waiting to be run on the selected application server To distribute, stop, delete, or deactivate processes. 20
Administering Application Servers Application Servers The process list is ordered according to when a process is scheduled to begin on a specific application server. The active process is listed first, followed by the next scheduled process, while the lowest priority processes and those scheduled to run last are listed at the bottom. If you open the process list in SmartTree, only the processes corresponding to the current project will be displayed. The process list contains the following information for each process: Status The first column informs you about the process status. The process status is indicated by symbols. Black symbols indicate active processes and grey symbols indicate deactivated processes. The actions determine the display of a status. Symbol Priority This column indicates the priority with which a process is handled. There are three levels of priority for a process. These are: low, normal, and high. All processes have the normal priority by default, except for publishing processes, which can have a different priority. A publishing job can have a different priority. You can set this priority already in the publishing job. To create a publishing job, go to the Administer Publication tree item in SmartTree. The following symbols are used: Symbol Meaning The process is currently being executed. The process has been stopped. The process is waiting to be executed. The process is still being executed and will be deleted afterwards. The process is still being executed and will be stopped afterwards. The process has been stopped and will be deleted immediately. The process has been stopped and will be started immediately. The process is waiting to be executed and will be deleted immediately. The process is waiting to be executed and will be started immediately. The process is waiting to be executed and will be stopped immediately. Meaning Low priority. Processes with higher priority are performed first. High priority. This process will be performed as soon as possible. 21
Administering Application Servers Application Servers Processes with normal priority do not have symbols. You can set the priority of a process in the process properties area. Click the process name to change the priority of a process in the Process Properties dialog window. Process name The Process name informs you about the process. To get more information, click the process name to display its properties. For more information, see the Process Properties section. Category The Category tells you what type of process is performed. Possible categories include, for example, publication and escalation procedure. Next execution With processes that are waiting to be executed, the Next execution field displays the date scheduled for its next execution. With processes that are currently being executed, it displays when the process actually started. Application server Application server displays the application server assigned for this process (processes waiting to be executed). If the process has not started yet, you can use the process properties to change the assigned application server manually. If a process is currently being executed, the active application server is displayed here. Actions You can use Actions to make changes to the processes. The following actions are available: Stop process Use this function to stop an active process ( ) or one waiting to be executed ( ). This function does not immediately stop an active process but waits until the current steps in the publication process have been completed. The process remains stopped until it is deleted or restarted. If a process has been deactivated, nothing happens until the process has been reactivated. Start process Use this function to restart a process that had been stopped ( ). You can also use it to jump the queue and immediately start a process that is waiting to be executed ( ). This only takes place if no other process is waiting on the application server with a higher priority. If this is not the case, the process waits to be executed and the following symbol is displayed:. In general, you can never start a deactivated process using this symbol. If a process with an automatic - that is, periodic - publishing job is completed, the new execution date is displayed and the process receives the Wait status ( ). The same applies for escalation procedures. The name of a manual publishing job is removed from the list upon completion. Delete/cancel process You can cancel any recurring process (automatic publishing jobs, escalation procedures) that is currently active. If it is canceled, the next execution date is entered automatically. If this is an automatic publishing job, the new publication date is entered. To prevent the execution of a recurring process, you need to deactivate it. The appropriate symbol is then displayed in the process list. Other processes currently being executed can be canceled and deleted at the same time. The process will then no longer appear in the process list. 22
Administering Application Servers Application Servers Deactivate process To cancel not only the current process but also any future execution of an automatically running process, you have to deactivate the process. A process that has been deactivated is displayed with light gray status symbols in the first column. You can only undo the Deactivate action by executing the Activate action. For example, if you want to start a deactivated process, you first need to activate it. Activate process A deactivated process can be executed again using the Activate action. If the next execution date has already passed in the deactivated period, the process will be executed as soon as possible. In the case of recurring processes (automatic publishing jobs, escalation procedures), these are only executed once rather than in the scheduled frequency. Afterwards, a new execution time is determined. See also: Process Properties (Page 23) Process Properties Server Manager Start Administer Application Servers Application Servers Administer Publication and Scheduled Processes Administer Publication and Scheduled Processes Select process name Process Properties or Server Manager Start Administer Application Servers Application Servers Administer Publication and Scheduled Processes Administer Publication and Scheduled Processes Select process name Process Properties You can view process properties and edit processes. The Process Properties dialog window contains all important process information. You can specify the application server where you want the process to be executed and define the priority. Process Properties You can only alter process properties as long as the process has not been started. A process contains the following information: Process name Specifies the process name. This can be the name of a publishing job or a project name to which an escalation belongs. 23
Administering Application Servers Application Servers Status This column informs you about the process status. The process status is indicated by symbols. Black symbols indicate active processes and grey symbols indicate deactivated processes. The actions determine the display of a status. Symbol Meaning The process is currently being executed. The process has been stopped. The process is waiting to be executed. The process is still being executed and will be deleted afterwards. The process is still being executed and will be stopped afterwards. The process has been stopped and will be deleted immediately. The process has been stopped and will be started immediately. The process is waiting to be executed and will be deleted immediately. The process is waiting to be executed and will be started immediately. The process is waiting to be executed and will be stopped immediately. Executing application server If the process has been started, this drop-down list is deactivated. It contains a note about the application server where this process is being performed. If the drop-down list is available, you can determine the executing application server. An individual alteration is only applied for the current process execution. If it is a repeated process, the preset application server is used for each repetition. You can select the preset application server below the Application server entry (at the bottom of the dialog window). Category Informs you about the running process job, for example, publication or escalation. Application server Specifies which server is responsible for the process. If the process has not been started yet, this entry can be overwritten by the Executing application server entry (at top of the dialog window). Project Specifies the project for which the process is being executed. You can select a different priority from the drop-down list. You have the following options: low, normal, and high. Last execution Specifies the time (date and time) of the last execution of the recurring process. Last execution by Specifies the name of the user who initiated the last execution of the current process. If (SYSTEM) is shown instead of a user name, the process was automatically started by the system. 24
Administering Application Servers Application Servers Next execution Specifies the time (date and time) of the next planned process execution. Next execution by Specifies the name of the user who initiated the current process for the next execution. There may be a certain amount of time between the initiation and the actual execution of a process. If (SYSTEM) is entered instead of a user name, the process will be started by the system for the next execution. Priority Specifies the priority with which the process is executed. This entry can be changed if the process has not started yet. Created on Specifies the time (date and time) when this process was created. Created by - Specifies the name of the user who created the process. If (SYSTEM) is shown instead of a user name, then the process was created automatically by the system. Process ID Specifies the process GUID. Actions You can use Actions to make changes to the processes. The following actions are available: Start process Use this function to restart a process that had been stopped ( ). You can also use it to jump the queue and immediately start a process that is waiting to be executed ( ). This only takes place if no other process is waiting on the application server with a higher priority. If this is not the case, the process waits to be executed and the following symbol is displayed:. In general, you can never start a deactivated process using this symbol. If a process with an automatic - that is, periodic - publishing job is completed, the new execution date will be displayed and the process receives the Wait status ( ). The same applies for escalation procedures. The name of a manual publishing job is removed from the list upon completion. Delete/cancel process You can cancel any recurring process (automatic publishing jobs, escalation procedures) that is currently active. If it is canceled, the next execution date is entered automatically. If this is an automatic publishing job, the new publication date is entered. To prevent the execution of a recurring process, you need to deactivate it. The appropriate symbol is then displayed in the process list. Other processes currently being executed can be canceled and deleted at the same time. The process will then no longer appear in the process list. Deactivate process To cancel not only the current process but also any future execution of an automatically running process, you have to deactivate the process. A process that has been deactivated is displayed with light gray status symbols in the first column. You can only undo the Deactivate action by executing the Activate action. For example, if you want to start a deactivated process, you first need to activate it. Activate process A deactivated process can be executed again using the Activate action. 25
Administering Application Servers Application Servers If the next execution date has already passed in the deactivated period, the process will be executed as soon as possible. In the case of recurring processes (automatic publishing jobs, escalation procedures), they are executed only once rather than in the scheduled frequency. Afterwards, a new execution time is determined. See also: Administering Publication and Scheduled Processes (Page 20) Backing Up Administration Server Manager Start Administer Application Servers Application Servers Back Up Administration Back Up Administration When you back up the ioadministration administration database, the information is saved to a file in XML format. Administration data comprises all the data administered using the Server Manager, for example, users and groups, projects, or global releases. 1. Make the following backup settings: Path - In the Path box, enter the path and administration database directory whose administration data should be saved, or click Search to select a directory. You can use the Check link to see if the information you entered for the path is correct. File name - Enter a file name of the administration database. E-mail confirmation - You can be informed of the completion of the backup process via e-mail. 2. Confirm with OK and a backup of the administration database will be made. Restoring Administration Server Manager Start Administer Application Servers Application Servers Restore Administration Restore Administration The settings of the Administration database are saved in a file in XML format. When you restore these settings, they are imported to the existing Administration database of the application server. The settings in the existing Administration database are overwritten. 1. Edit the following settings: File name - Enter the file name of the administration database you want to restore. E-mail confirmation - Enter an e-mail address to be notified when restoration is complete. 2. Click OK to confirm. The administration data in the database is restored. 26
Administering Application Servers Application Servers Showing Licenses in Use Server Manager Start Administer Application Servers Application Servers Show Licenses in Use Management Server You can display the licenses used for the individual modules. 1. This dialog window provides the following information: It shows the number of available licenses for the SmartTree and SmartEdit modules, and the number of licenses in use. For all other modules, you can see whether a license is available. You cannot edit this dialog window. For more information, contact your sales representative. 2. Click Close to close the dialog window. Creating Support Information Server Manager Start Administer Application Servers Application Servers Create Support Information Create Support Information Support information includes all technically relevant information for your system, which is sent as e-mail to a specific recipient. This data makes all information about your support queries quickly and readily available, thereby supporting your work. The e-mail contains a ZIP file attachment, which itself contains a server report as well as configuration and log files. You can open and view all files in a text editor. 1. You have the following options: Level - Select a level from the drop-down list to apply to the support information. The levels differ in the amount of detail that is provided in the server report. The report for the Standard level contains all information relevant to the system and the servers used. The report for the Extended level contains additional information on content classes for all projects. E-mail recipient - Enter the e-mail address where you want to send the support information. Subject - Enter text for the subject of the e-mail. Message - Enter text for the e-mail message. 2. Click OK to confirm. The files relevant for support are compiled and sent as a ZIP file to the specified e-mail address. 27
Administering Application Servers Editing Connections Editing Connections Via the central application server, it is possible to co-administer connections to other application servers and also have direct access to their projects. Editing Connections Server Manager Start Administer Application Servers Application Servers Select Application Server Edit Connection Edit Connection You can edit the connection to an application server. 1. Edit the connection. Connection name - Enter a unique and meaningful name for the connection in the box. The connection will be displayed in the tree under this name. IP address - Enter the IP address or host name of the application server that you want to connect (for example, 110.2.1.2). Host header - Enter the name of the host header (for example, https://<server name>/cms) that addresses the virtual Web site and under which Management Server has been installed. The host header name is used for internal IIS calls with RDExecute and PreExecute constructions. You enter it, for example, if you want to use a Web site other than the default Web site as the virtual Web site, or if a different server name has to be used for internal calls due to the network configuration. You can usually leave this box blank. DNS name (cluster) - Enter the name of the DNS cluster in this box. This name is used for the e-mail in which a link is provided to the page preview. In this way, the preview link calls the page via the official cluster URL and not via the application server from which the e-mail was sent. Note: If you want to make use of the HTTPS protocol for the preview links, you need to enter the server name with the protocol (for example, https://<server name>/<web directory>) in this box. 2. Click OK to confirm. Modifying the Server Connection After the server connection has been edited, all users must log on again so that the changes can be applied. 28
Administering Application Servers Editing Connections Editing Settings Server Manager Start Administer Application Servers Application Servers Select Application Server Edit Settings Edit Application Server Settings In the Edit Application Server Settings dialog window, you define essential settings for log files, e-mail notification processing, and asynchronous processes, such as SSL encryption, HTTP port, escalation procedure, and session time-out. If you received a new license key, it can be entered here. You can also obtain additional information about the number of licenses. If your Internet connection is set up through a proxy, the proxy server area allows you to enter the required settings. This allows you to check the URLs defined in the project that refer to external links. 1. Edit the settings. E-mail notification Use default virtual SMTP server - Select this check box if you want to use the default server. Name/IP of mail server - Enter the IP address or host name of the mail server that you want to use for the e-mail notification. From - In this box, enter your name as it should appear with outgoing messages. It can take the form of an e-mail address or server name. For example: email@company.com or company.com. User name, Password - Enter the account name and the password that your Internet service provider has given to you for accessing the SMTP. Port - Enter the port of your mail server. License License key - This shows the license key that was entered during installation. If you have a new license key, follow the steps below: 1. Enter your License key. 2. Click OK to confirm. Check - Click this link to open a dialog window that will inform you about available licenses and their validity. If the current application server is part of a cluster, this link is available for one application server only. Asynchronous processes Query interval - Here you can enter the interval (in seconds) of how often the application server should search the database server for new asynchronous processes waiting to be completed. The default setting is 60 seconds. Number of simultaneous processes - Here you can define how many simultaneous asynchronous processes this application server should accept. Select one of the following settings: -1 = The application server is allowed to start any number of processes. 29
Administering Application Servers Editing Connections 0 = The application server is not allowed to start any processes. 1-500 = Insert the number of processes (max. 500) that may be performed simultaneously on the application server. Log file settings - Decide here which events should be logged and where the log files are to be saved. Home directory - Enter the path for the home directory of the log files. In this home directory, subfolders are automatically created for the individual log files when the first log file is written. You can enter a path on the application server or the UNC path of another accessible computer. If you do not enter a path, the log files are written to the default log directory, <Installation directory>\open Text\WS\MS\ASP\LOG. Changes to the directory path become effective as soon as you close the dialog window. Note: In a cluster installation, different physical directories must be entered for each server. Because the installation log files are created before Management Server is started, they are always found in the default log directory. The same applies to the dberror.log log file in the Common subdirectory. User name - Enter the user name that you use to log on to the server where the log files are to be saved. Password - Enter the password for the user name. No logging - Select this option if you do not want any events to be logged. Full logging - Select this option if you want to log all events. Other settings Permit ActiveX controls - Select this check box to allow ActiveX controls. You also need to enable ActiveX controls in Internet Explorer under Tools -> Internet Options -> Security. ActiveX controls are used for the following functions: The drag-and-drop operation in the text editor For more information, see the Text Editor section in the SmartTree documentation or Help. The drag-and-drop operation in SmartEdit For more information, see the Editing Content Elements chapter in the SmartEdit documentation. Using Microsoft Word as the text editor For more information, see the Editing Content Elements chapter in the SmartEdit documentation. Refresh task alert - Use the drop-down list to define whether the task alert should be refreshed, Never, Only the current language variant, or in All language variants. By default, the task alert is refreshed every four minutes. Every time the task alert is refreshed, the system searches the database for tasks that are assigned to the particular user. This process generates a load on the application server and the database server. This load increases with the number of users and the number of language variants that have been set up. The administrator can reduce this load by completely eliminating the process or limiting the search to only tasks in the current language variant of the user. 30
Administering Application Servers Editing Connections Do not allow profile changes - Select this check box to prohibit users from changing their profiles during the logon procedure. If selected, the logon menu will not display the Edit profile after logon check box. For application servers in a cluster, this setting only applies to the current application server. This allows you to selectively activate this function for specific application servers in a cluster. Only permit logon using SSL encryption - Select this option to specify that logon to the application server must use SSL encryption. Stop SSL encoding after logon - The virtual directory can be secured completely or partially by the SSL (Secure Sockets Layer). SSL is not provided with Management Server. It can be purchased from an appropriate supplier. Determine whether or not SSL encoding is applied only during logon to the application server. HTTP port - Management Server requires this port specification in order to find the correct port when changing from HTTPS to HTTP. The default port is 80. If this port cannot be accessed, you will not be able to change to HTTPS. HTTPS port - HTTPS is a secure version of the generally applied HTTP. The default port is 443. Checking interval for asynchronous workflow reactions - Here you can define the interval for checking workflow reactions such as the escalation interval or automatic page expiration. The default setting is 30 minutes. Session-Timeout - Enter the number of minutes that should elapse before a session times out. The default setting is 70 minutes. If several application servers are organized into a cluster, this value applies to the entire cluster. RDExecute-Timeout - Enter an interval in seconds. The timeout takes effect in the execution of server-side script code. The default setting is 10 seconds. If you enter a value lower than 10 seconds, the value of 10 is saved automatically. PreExecute-Timeout - Enter an interval in seconds. The timeout takes effect in the execution of active templates. The default setting is 10 seconds. If you enter a value lower than 10 seconds, the value of 10 is saved automatically. Private digest element - Enter the private section of a digest which was created with the MD5 algorithm. This is only necessary if, for example, you want to enable authentication for a portal integration using a digest. For more information, see the information box below. Validity of digests - Enter a validity for the digest in minutes. For more information, see the information box below. HTTP Proxy server - Select this check box if you intend to use a proxy server. Proxy server - Enter the name of the proxy server you intend to use. Proxy server port - Enter the designated port of the proxy server. Use external PDF converter - Select this check box if you intend to use an external PDF converter for Word, Excel, and PowerPoint files. If Use external PDF converter is selected, the Insert into page as HTML option will no longer be available for Convert selected documents item in the element properties of a Media Element dialog window. The files to be converted are added to the preconversion directory and then 31