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Effektif administrators guide

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1. Robomongo 0 8 4 Si mg 7 Create edit remove done Connection Authentication Advanced ssi SSH Name Name localhost Choose any connection name that will help you to identify this connection Address localhost 3 27017 Specify host and port of MongoDB server Host can be either IP or domain name Bl connect Cancel Logs Figure 11 4 Click on Save to create the new connection E Robomongo 0 8 4 5 mz 7 4 Create edit remove done or reorder connections via drag n drop Name Address Auth Database User E localhost localhost 27017 Logs Figure 11 5 Select the new item in the list and click on Connect 11 1 How to add the Effektif MongoDB user with Robomongo 37 Effektif administrators guide Release 2 27 2 File View Options Help a MI td a amp localhost 2 a 4 System 4 E admin gt Ji Collections gt Je Functions Eus gt B local Figure 11 6 You will see the connection in the left panel Open the folder System gt admin and select the folder Users File View Options Help Figure 11 7 Right click on the folder Users and select the menu entry Add Users 38 Chapter 11 Appendix Effektif administrators guide Release 2 27 2 E Robomongo 0 8 4 E A E a a E localhost 2 a 1 System 4 E admin J Collections di Functions 4 1 Users 0 B l
2. 16 Chapier 3 Update CHAPTER 4 Starting Effektif If you have finished the setup successfully you can go on and start the Effektif application You can use the checklist in the next subsection to verify you didn t forget anything The following subsection explains how to start Effektif on different operating systems 4 1 Checklist Before starting Effektif use the following checklist to make sure everything is setup properly e Oracle Java 7 is installed e Apache Tomcat 7 is installed the Java options are configured e MongoDB is installed MongoDB is configured a MongoDB user for Effektif was created e the Effektif ROOT folder was copied into the Tomcat webapps directory e the Effektif license was copied to the correct directory e the Effektif configuration file was updated the base URL is set the mail configuration is set the database connection is set e the Effektif log file is configured If the system is integrated with Signavio check also the following points e Effektif is configured in the Signavio configuration xml Signavio is configured in the Effektif configuration file 4 2 Start Effektif After completing the installation as described above both the MongoDB database and the Tomcat application server must be started for Effektif to run properly This section will give you more details on how to start them 17 Effektif administrators guide Release 2 27 2 4 2 1 Windows Mo
3. 4 5 Invite other users In case this is an integrated installation with Signavio please jump to section Signavio integration for setting up synchronization of users To invite other users go to the organization configuration panel That s located in the dropdown under your name in the top right corner named My organization In section Invitations you can enter email addresses of users you want to invite The amount of users that can be invited to your organisation depends on the number of user licenses you have acquired All organisations on an on premise system share the same license pool This means the shown number of unused licenses is the same in every organisation If one organisation invites another user the count of unused licenses in all organisations decreases A user can be invited to multiple organisations If a user is part of two organisations he will require two user licenses one for each organisation he is part of 4 4 Create the initial user 21 Effektif administrators guide Release 2 27 2 22 Chapter 4 Starting Effektif CHAPTER 5 Stopping Effektif In order to stop the Effektif system completely you have to stop the Tomcat application server and the MongoDB database However if you need to restart the Effektif system it is sufficient to restart only the Tomcat server 5 1 Windows 5 1 1 Tomcat As already mentioned in the section Starting Effektif the Tomcat configuration dialog offers a s
4. sh Linux shell scripts e db directory that contains MongoDB configuration files mongodb conf configuration file for Linux mongod cfg configuration file for Windows e effektif directory ROOT this directory contains the web application On Linux systems you need to make the scripts executable with the chmod command like this chmod atx SEFFEKTIF_HOME x sh 4 Chapter 2 Installation Effektif administrators guide Release 2 27 2 2 3 Install Java The application server requires a Java runtime environment in order to execute the Java backend of Effektif Therefore you have to install Java 8 64Bit or Java 7 64Bit on the application server You can download a respective installation package for your operating system here https www java com en download manual jsp 2 4 Install Tomcat The Java backend of the Effektif system is executed using Apache Tomcat 7 Effektif does not support any older or younger versions of Tomcat than version 7 Furthermore you have to use a 64 Bit version of Apache Tomcat 7 You can download the latest installation files for different operating systems from the following site http tomcat apache org download 70 cgi In general please make sure the user executing the Tomcat has read write permissions for the folder STOMCAT_HOME webapps and the containing subfolders 2 4 1 Windows If you are using a Windows system the download site offers a Windows Servi
5. Then the Tomcat server will start automatically each time you restart your Windows server 4 2 2 Debian MongoDB If you followed the instructions in this guide to setup MongoDB using a packet manager some additional scripts have been installed that allow you to start stop and restart the database very easily Be aware the execution of those scripts might require root privileges 18 Chapter 4 Starting Effektif Effektif administrators guide Release 2 27 2 etc init d mongodb start If MongoDB is already running you can restart the database by executing etc init d mongodb restart In order to determine whether MongoDB is running or not you can check upon the status with the following command etc init d mongodb status Tomcat The recommended way to install Tomcat is to use a packet manager Installing Tomcat under Debian with APT will install additional scripts to start stop and restart the server Be aware the execution of those scripts might require root privileges etc init d tomcat7 start You can restart the Tomcat server if it is already running by executing etc init d tomcat7 restart Furthermore you can check upon the status of the Tomcat and determine whether it is running or not with the following command etc init d tomcat7 status 4 3 Login to Effektif When the Effektif system was started properly you can see the login screen by entering the URL of your Effek tif installation in your brows
6. 3 If you have a new MongoDB and no admin user create the Effektif user by executing e mongo exe admin eval db addUser user effektif pwd lt enterEffektifPasswordHere gt roles dbAdminAnyDatabase readWriteAnyDatabase clusterAdmin userAdminAnyDatabase e Replace lt enterEffektifPasswordHere gt with the password for the new Effektif user As you can see the user name is effektif 4 You can verify the creation of the new Effektif user by executing e mongo exe admin u effektif p lt enterEffektifPasswordHere gt eval db system users find user effektif forEach function u print3son u e On the command line you will see the user information including the four assigned roles Debian If you have installed MongoDB using a package manager the binaries should be available on the path Otherwise open the directory with the MongoDB binary files and follow the instructions 1 If you have an admin user create the Effektif user by executing e mongo admin u admin p lt enterYourAdminPasswordHere gt eval db addUser user effektif pwd lt enterEffektifPasswordHere gt roles dbAdminAnyDatabase readWriteAnyDatabase clusterAdmin userAdminAnyDatabase e Replace lt enterAdminPasswordHere gt with the password you have defined for the admin user e Replace lt enterEffektifPasswordHere gt with the password for the new Effek
7. Oe eee Eee Eh ewe Se Se oes 17 do Stam EMEKHE sos bs ae digs e pde o Ga ud 6 oe ea ee eds FS ees 17 4 3 opinito Elektra 65 neh oe HEE e Ee EOS bees oe hee Eee eS 19 44 Create the initial User s ap gs ap Bore ete ee Ge eee 2 RD ee ee es 21 4 5 Invite oOtheruSerS aint eate oo o Bee ay be oR e a ee e i 21 5 Stopping Effektif 23 Sil WindOWS ss rapa sa a Se es Boe a ado amp Bae ded e E 23 5 2 Debian s ew mesat ee ee Re ee a BE ee ee aes amp ete a ea 23 6 Backup 25 Gull Windows a5 225 AAA 25 0 2 Debiati cs is ee wR Ae Re Oe ERS RH OR ee ER A ee we a A 26 7 Restore 27 TA OWINdOWS 4 6 6 0 oa ao be PA Re bee ee bk ee ow ee eh se a E 27 TZ Deban sia kp sh a ee e a eg Be ee ee e ee ew e 27 8 Tooling 8 1 MongoDB ss 246466045 66Gb AOE do eee bh ee ee Bea we eS 9 Signavio integration OLN SEMP da ds BES Re oe Se a ae eo os 02 Userm nagement coso css ee bade ps 10 Troubleshooting 10 1 Where are the log files 10 2 Common problems a e pacoh e m 2 02 gera 11 Appendix 11 1 How to add the Effektif MongoDB user with Robomongo 12 Contact and legal information 29 29 31 31 32 33 33 33 35 35 43 CHAPTER 1 Introduction This is the Effektif administration manual It will provide you with information to setup the Effektif system on your own server infrastructure Effektif officially supports Microsoft Windows Server 64Bit and Debian Stable 64Bit It is possible to setu
8. See the next subsection for more information on how to configure MongoDB for Effektif and create the required user Be aware the installation probably started the MongoDB server already You will need to restart the MongoDB server when you edit the configuration 2 8 Configure MongoDB In order to run MongoDB properly some configuration options have to be defined The easiest solution is to create a configuration file and link this configuration file when starting MongoDB with the option config If you installed MongoDB under Windows using the method in the last section you have already copied the pre defined configuration file and adjusted the values for dbpath and logpath to your system Then your configuration file contains already all necessary values If you installed MongoDB under Linux using apt get e g by following the instructions in the last section there should be a respective configuration file etc mongodb conf Edit this configuration file The properties dbpath and logpath should be defined already It is recommened to set the properties logpath and auth to true Furthermore you will need to add the entry setParameter textSearchEnabled true In any other case make sure the configuration file contains the following properties dbpath Defines the directory where the database files are stored logpath Defines the file that will contain the logging output logappend Indicates that new logs will be appended to
9. are advised to use a 64Bit operating system in order to be able to assign more than 1 5GB of heap space to the Java VM Furthermore MongoDB is limited to 2GB of content on 32Bit operating systems 2 1 2 Hardware requirements The described installation in this adminstration guide will setup the database and the application server on the same system However it is also possible to setup the database and application server on separate systems For instance if you have already an infrastructure that provides MongoDB instances for different applications you can simply reuse your infrastructure and just create another database for Effektif The minimal hardware requirements for the combined system of application and database server are e 8 GB RAM e 4 core CPU e 50 GB disk space The required disk space depends on how you will use Effektif 50 GB should be sufficient disk space for most scenarios However if you plan on using a lot of file uploads in your processes the required disk space depends largely on the number and size of the uploaded files Be aware the required disk space does not include the space necessary for backups If you plan on storing the backups on the same server you should add more Effektif administrators guide Release 2 27 2 2 1 3 Other systems The Effektif system relies on a SMTP mail server to send notifications and invite users You can simply reuse any existing mail server in your organization that supports a
10. to a newer version might involve changes in the database schema Therefore you are requested to backup the database before you go on See chapter Backup for more information on how to create a backup Furthermore the backup is necessary in case you have to revert Effektif to an older version because changes of the database schema are in general not backward compatible This means you cannot run an older version of Effektif with a database that was already migrated to a newer version 3 4 Backup the configuration files During the first setup you have modified some configuration files and added the Effektif license file In order to preserve those changes you have to copy those files to another location before updating the Effektif system You can find those files in the directory STOMCAT_HOME webapps ROOT WEB INF classes 13 Effektif administrators guide Release 2 27 2 ffektif onpremise properties Effektif configuration file logback xml configuration file for Effektif logs license xml Effektif license file Simply copy the files mentioned above to another location e g STOMCAT_HOME webapps 3 5 Install a new version In order to update the Effektif system you have to replace the ROOT folder in STOMCAT_HOME webapps with the newer version you can find in the extracted directory SEFFEKTIF_HOME effektif 1 Delete the folder TOMCAT_HOME webapps ROOT completely 2 Copy
11. 32 Chapter 9 Signavio integration CHAPTER 10 Troubleshooting 10 1 Where are the log files There are multiple different log files that yield information in case of an error scenario The following subsections will assist you in finding the log files for every part of the Effektif application The most important one regarding the Effektif system is the ef fektif log It will contain any application related log entries 10 1 1 Effektif The Effektif log file effektif log can be found in the location you configured in the logging configuration file STOMCAT HOME webapps ROOT WEB INF classes logback xml This file contains the line lt property name LOG DIR value path to log gt The value contains the directory of the log file Besides the ef fekt if 1log the directory contains more log files for every day of the past 30 days the server was running If you are looking for any information about incidents on a specific date open the log file with the respective timestamp 10 1 2 MongoDB The MongoDB log file is configured by the logpath option This is either defined in the MongoDB configuration file that you reference when starting MongoDB or directly as a start parameter of MongoDB Anyway the value of this parameter will tell you where to find the log file On Linux one default location where the log file can be found is var log mongodb mongodb log Whereas a default location for the configuration file is etc mon
12. 80 your users will have to enter the port in the address line of the web browser e g http effektif yourdomain com 8080 Locate the HTTP connector and change the value of port to your preferred port Furthmore make sure the connector contains the entry URIEnconding UTF 8 For example the connector could look like this lt Connector port 80 protocol HTTP 1 1 connectionTimeout 20000 redirectPort 8443 URIEncoding UTF 8 gt 2 6 Copy the Effektif webapp The Effektif webapp which can be found in the directory SEFFEKTIF_HOME effektif ROOT needs to be copied to the Tomcat s webapps folder Therefore remove any files and folders that are located in STOMCAT_HOME webapps and copy the ROOT folder to STOMCAT_HOME webapps The Effektif application needs to run as the ROOT application in the Tomcat Therefore running it in parallel with another application that requires to run as the ROOT application in the same Tomcat is currently not possible 2 7 Install MongoDB MongoDB is the only database system currently supported by Effektif In case you have already an infrastructure that can provide a MongoDB version 2 4 x instance simply create a new instance for Effektif and skip to the section Configure MongoDB Otherwise go on with the installation instructions General information about installing MongoDB on different operating systems can be found on http docs mongodb org v2 4 installation In cas
13. Chapter 4 Starting Effektif Effektif administrators guide Release 2 27 2 Important You have to be logged in to Signavio in order to see the authorization dialog Otherwise you will be redirected to the Collaboration Portal 4 4 Create the initial user In case you purchased Effektif along with Signavio and want to setup the integration you don t have to create the initial Effektif user manually Please jump to section User management for more information Effektif users are organized in organisations There is a maximum amount of organisations that can be registered on an on premise system You will find the maximum number of available organisations in your license file When the initial user registers he will automatically create the first organisation In order to register enter the URL of your Effektif installation in your browser You will see the login screen of Effektif Click register in the lower right corner fill in your email address and click Register a new user You will then receive an email with a link to complete your registration After you have done that your Effektif organisation is set up and you can go ahead and invite more users Every time a user registers using the register link on the login screen a new organisation is created until the maximum amount is reached In general you will create one organisation and invite other users to join this organisation The next subsection explains how to invite users
14. If you followed the instructions within this guide to setup MongoDB the command to execute mongodump would look like this C MongoDB bin mongodump ex u effektif p lt EffektifUserPassword gt o C path to dumps In the example above adjust the location of your MongoDB installation accordingly The parameter u defines the username and p the password of the Effektif MongoDB user replace them with your chosen values The parameter o specifies the output directory 25 Effektif administrators guide Release 2 27 2 6 2 Debian If you followed the instructions within this guide to setup MongoDB then mongodump could be executed like this mongodump u effektif p lt I EffektifUserPassword gt o path to dumps The parameter u defines the username and p the password of the Effektif MongoDB user replace them with your chosen values The parameter o specifies the output directory in this case path to dumps Make sure the executing user has the required privileges to write to the output folder Another example will create a folder with a timestamp for every new dump mongodump u effektif p lt I EffektifUserPassword gt o path to dumps date Y m d H M S The folder dumps would then contain a subfolder for every backup with a name similar to 2014 10 07 17 49 07 However this method doesn t remove old backups It s good practice to take backups regularly We recommend us
15. MongoDB follow the next steps 1 Extract the content of the downloaded archive into C MongoDB or any directory of your choice e The MongoDB directory should contain directly the extracted bin directory Important The whole path shouldn t contain any whitespaces Otherwise the service configuration will not work 2 Create a data directory for the MongoDB files e g C MongoDB data e This directory will need the most disk space Make sure the drive has sufficient disk space 3 Create a logs directory for the MongoDB log files e g C MongoDB logs 4 Copy the file SEFFEKTIF_HOME db mongod cfg to your MongoDB directory C MongoDB mongod cfg and edit the file e The dbpath needs to contain the absolute path to the data directory e g C MongoDB data e The logpath needs to contain the absolute path to the log file e g C MongoDB logs mongodb log The log file will be created once MongoDB is started e See section Configure MongoDB for more information about the other configuration values 5 Open the command line cmd with administrative privileges and execute the following command Make sure to use absolute paths and replace them with the matching ones on your system e C MongoDB bin mongod exe config C MongoDB mongod cfg install e The command line should tell you that the service MongoDB was properly created e You can unregister the service again by executing C MongoDB bin mongod exe remove e T
16. SD CFFEKTIF Effektif administrators guide Release 2 27 2 Effektif GmbH Contents 1 Introduction 1 ll Softwate componelts ide rr dd RS 1 1 2 Naming conventions s s 644 484 4495384 RR RR AR EA 2 2 Installation 3 2 System requirements 2 ss eo e ME A PR wee ee ae A 3 22 Unpack Effekti sala kee tigi a E A E a O amp a Be ee a EE 4 2 3 Install Javan eo e i ee A AA a A 5 ZA Install Tomeat gwia g ata a e A a ap thes eens tie bs be ie 5 2 3 Configure Tomcat p6 syns p aca ed qo oe So fo ho oe Re Ee pla eo BE ees 5 26 Gopy the Etlekit webapp ss ide bee i aee ebb bd ba ee beet E eee hd bad 7 29 Install MongoDB 05 sas See E Soke Re ee A ewe BE 7 2 8 Configure MongoDB ma 4 94 ds eho PU EE BR Raed GE BAe ae hearth ZE 9 29 Confisuring EMEK us asas bee Ghd Bhat eae Habe kOe e BOS CR ee ha AS 11 3 Update 13 3 1 Unpack Effekti v e si 45 e Re eh a a Dede BA wow o a ee a 13 32 Stop Ele qa sos 2 at Bade CaSO S a ee AAA AA wad 13 3 3 Backup MongoDB ua pra gu gls Ge 404 BE Ge Pa Ge male ea SR EY SOR 13 34 Backup the configuration fes 2 206 22205 806564 234 A bale eee eas 13 3 5 Installa new Version os ak ee es ERAS SEY HOE A Se A Eee A 14 3 6 Revisit the configuration files lt 2264206 botes PhD ESE Pa A ES SES Ara 14 3 Start A Aen Acc eee eee Ao SOS ed oS de As Ae A es 14 3 8 Restore an older version aa a se ir bea A ee Oe ee ee 14 4 Starting Effektif 17 dido Checklist smp ra pas DE Peek Ses
17. a version by executing java version Section Install Java explains how to install the correct Java version Problem Executing a MongoDB command yields the error message errmsg unauthorized or errmsg auth fails Solution Either the username password combination that is used to execute the command is wrong or the respective MongoDB user lacks some required roles The first issue can be checked by executing Windows mongo exe admin u effektif p lt yourEffektifUserPassword gt Debian mongo admin u effektif p lt yourEffektifUserPassword gt If this command fails with the error message exception login failed you know that your user name password combination is wrong Please make sure you spelled the username and password correctly In order to check the second issue jump to section Add a database user for Effektif This section lists all necessary roles and explains how to verify that the Effektif user has all the required roles Especially the restore and backup commands require certain roles to work properly Problem Effektif does not start and the log file contains the error message INFO LockingDbExecutor Database is locked by another executor Wait Solution The problem with the LockingDbExecutor arises when the application server is shutdown during the initialisation update of licenses and migration of database before the lock can be released again You have to manually remove th
18. an existing log file after restarting the server if set to true setParameter set the value to text SearchEnabled true auth optional Turns authentication on if set to true It is advised to turn authentication on in case the MongoDB instance can be accessed over the network For more configuration options see http docs mongodb org v2 4 reference configuration options 2 8 1 Add a database user for Effektif Effektif requires a MongoDB user in the admin database that has the following roles dbAdminAnyDatabase readWriteAnyDatabase clusterAdmin This role will allow you to list all databases This becomes necessary if you plan on using the user credentials when editing any database con tent with a tool like Robomongo Furthermore it is necessary for creat ing backups userAdminAnyDatabase This role is required for backups The user will access the databases for Effektif Effektif will create two databases one for the user and workflow data and one for uploaded files The name of the first database can be configured in the Effektif configuration file The name of the second database is derived from the name of the first one by adding files For instance if you define the database name effektif the databases effektif and effektif files will be created In general if you want to create a new user in MongoDB you will need to authenticate with an existing user that has the role userAd
19. ccess via SMTP 2 1 4 Software requirements In order to run Effektif on your server you will need to install some additional software Depending on your deployment strategy combined or separate system for application and database you have to install the following software requirements either on the same server or the respective separate servers The following sections contain detailed instructions on how to install and configure the additional software com ponents The application server requires the following additional software e Java Oracle JSE version 8 1 8 0 45 or Oracle JSE version 7 1 7 0_67 e Apache Tomcat 7 64 Bit The database server requires the following additional software e MongoDB version 2 4 x Important MongoDB version 2 6 x or higher is not yet officially supported by Effektif Please make sure to install version 2 4 x 2 1 5 Web browser A current web browser is necessary on every client that shall display the Effektif user interface The following list shows the supported web browsers and versions e Google Chrome 23 or newer e Mozilla Firefox 10 or newer e Microsoft Internet Explorer 9 or newer e Apple Safari 5 or newer 2 2 Unpack Effektif Unzip the effektif version zip to a directory of your choice e g yourlocation effektif version In the rest of this guide we ll refer to the effektif home directory as SEFFEKTIF_HOME The directory will contain the following files e
20. ce Installer 32 bit 64 bit Windows Service Installer This installer will install the Apache Tomcat as a Windows service which can be started stopped and configured over a graphical user interface The service installer is the recommended way for Windows users to install the Tomcat server Please make sure you execute the installer with administrator privileges Furthermore it is recommended to install the Apache Tomcat into a root folder on C 2 4 2 Debian If you are using Linux you might consider installing Apache Tomcat using a packet manager In case of Debian you can use the Advanced Packaging Tool APT and execute the following command apt get install tomcat 2 5 Configure Tomcat This section will point the configuration options that are required to run Effektif However Tomcat offers more configuration options that can be found in the official documentation http tomcat apache org tomcat 7 0 doc 2 5 1 Java options There are some Java options that need to be configured before starting the Tomcat server These options are configured using the JAVA_OPTS environment variable It should contain the following values Xms1536m minimum RAM should be at least 1 5GB Xmx2048m maximum RAM should be at least 2GB but more is recommended Dfile encoding UTF 8 sets UTF 8 as Apache Tomcats default encoding mechanism XX PermSize 128m initial permanent generation space in MB XX MaxPermSize 256m maximum pe
21. com effektif model service signavio SignavioAuthenticationProvider serviceBaseUrl effektif com effektif model service signavio SignavioAuthenticationProvider clientId effektif com effektif model service signavio SignavioAuthenticationProvider clientSecret See section Signavio integration for more information on how to set up the integration 2 9 3 Configure logging The Effektif system has its own application log file effektif log You need to de fine the directory where this log file is stored The directory is specified in the file STOMCAT HOME webapps ROOT WEB INF classes logback xml Open the file and update the following line lt property name LOG DIR value log gt The value should contain an absolute path Make sure the user executing Tomcat has the required read write permissions for the directory On Windows it necessary to escape all V An example value could like this C Logs Effektif This configuration file also enables you to change the log level in this file By default the log level is INFO However in a scenario where you require official support you will be asked to set the log level to DEBUG In order to so update the following lt root level INFO gt Change it to lt root level DEBUG gt You will need to restart the Tomcat server for the changes to take effect You can find more detailed information on how to start the Tomcat server in the next section The l
22. dit Robomongo 0 8 4 de dl ho Create edit remove done Connection Authentication Advanced ss SSH Name Perform authentication El localhost Database admin The admin database is unique in MongoDB Users with normal access to the admin database have read and write access to all databases User Name effektif Password O rest Logs Figure 11 11 Go to the tab Authentication and activate the option Perform authentication Then enter User Name effekt if and the Password you have chosen before Finally click on Save 40 Chapter 11 Appendix Effektif administrators guide Release 2 27 2 le Robomongo 0 8 4 0 a Create edit remove done or reorder connections via drag n drop Name Address Auth Database User localhost localhost 27017 2 admin effektif E Connect Figure 11 12 The connection indicates now that it is using the configured user credentials If you click on Connect now your connection should work again File View Options Help a EY o E tocalhost 3 gt 4 E admin de Collections de Functions 4 Ji Users 1 D effektif B local Figure 11 13 When you open the folders System gt admin gt Users you will see the Effektif user you have created before If you select the user do a right click and select the menu entry Edit User you can verify the user was created with the four
23. e respective lock from the database It is recommened to use a tool like Robomongo for this purpose Section MongoDB explains how to retrieve Robomongo and in section How to add the Effektif MongoDB user with Robomongo you will find an explanation on how to setup a connection to your MongoDB 1 Open Robomongo Establish a connection to MongoDB Open the content of the Effektif DB on the left side of the application Under Collections you will find the table properties an pop Op A double click on properties shows all entries In case of an error you will see three entries if everything is normal there will be only two a Out of the three entries in the list select the one that contains the value schema lock for the key k 7 Use a right click to open the context menu for the respective entry and choose Delete Document to remove the entry IMPORTANT Only the entry for schema lock must be deleted You are advised to create a backup of the database upfront 34 Chapter 10 Troubleshooting CHAPTER 11 Appendix This chapter contains content to various topics which extend the descriptions in the administration guide 11 1 How to add the Effektif MongoDB user with Robomongo This section will show an alternative approach on how to create the Effektif database user in MongoDB instead of using the command line For this approach we will use the free GUI application Robomongo to adminstrate MongoDB See section M
24. e you are using Linux you have the possibilities to install MongoDB using either a package manager like apt get or downloading the binaries directly It is recommened to use the package manager because it will also setup respective scripts that allow you to start and stop the server easily However you have to make sure the correct version is installed Subsection Debian explains in more details how to setup MongoDB on Debian and might work as an example for other Linux distributions 2 7 1 Remarks for downloading the binaries Effektif does not yet support MongoDB 2 6 x Therefore you have to download the latest MongoDB 2 4 x release which will be listed under previous releases You can find the respective version for your operating system here http www mongodb org downloads Please make sure to download the 64Bit version of MongoDB The 32Bit version has a limited size of 2GB for stored content and therefore cannot be used in productive systems 2 7 2 Windows Windows requires you to download the binaries Consider the remarks of the last subsection when doing so If you are using any version older than Windows Server 2008 R2 you have to download the 64Bit legacy release You can find more details about installing MongoDB on Windows in the documentation 2 6 Copy the Effektif webapp 7 Effektif administrators guide Release 2 27 2 http docs mongodb org v2 4 tutorial install mongodb on windows When you finished downloading
25. emory podl 8 Thread stack size KB Abbrechen bernehmen Figure 2 1 The Java tab of the Tomcat configuration dialog The tab Java offers the possibility to set the options and define the memory pool minimum and maximum RAM usage Fill in the values for Xms and Xmx into the fields for memory pool and add the other options to the text area labeled as Java Options 2 5 3 Debian One way to define the JAVA OPTS under Debian and other Linux distributions is to create the file setenv sh in the Tomcat 7 bin directory This directory contains also other files like the catalina sh the startup sh or the shutdown sh und is for instance located in usr share tomcat or a similar directory Simply create or extend any existing setenv sh file and add the line for the JAVA OPTS export JAVA OPTS SJAVA OPTS Xms1536m add the other options In case you have created a new setenv sh file you have to make sure it is executable using the chmod com mand chmod a x setenv sh 6 Chapter 2 Installation Effektif administrators guide Release 2 27 2 2 5 4 Setup the Tomcat connector By default the Tomcat server will start up using port 8080 and 8005 Port 8080 is used for serving the Effektif web application Port 8005 is used to shutdown the Tomcat instance You can change the port in the server xml which is located in STOMCAT_HOME conf server xml Important If the server is running on any other port than port
26. er There are different versions of the login screen If you purchased an Effektif standalone version you will see a form that requires an email address and a password to login nd CFFEKTIF Email name company com Password Password LJ Remember me register or reset your password Figure 4 1 The default Effektif login screen If you purchased Effektif along with Signavio you will see a login screen with one button You can login to Effek tif using your Signavio account as soon as the Effektif users have been set up Jump to section User management for more information on how to set up the users When you click Log in with Signavio account you will be redirected to Signavio and asked to authorize the access of Effektif When you click on Grant you will be redirected back to Effektif and automatically logged in The authorization dialog is only shown the first time you use this method to login 4 3 Login to Effektif 19 Effektif administrators guide Release 2 27 2 S eFFekTIF Log in with Signavio account Figure 4 2 The Signavio login screen gt SIGNAVIO Authorization request You are logged into the workspace as John Doe john doe company com The application Effektif is requesting access to your Signavio account o Allowyou to login with your Signavio account o Access your email address o Access your profile information Do you grant the access Figure 4 3 The Signavio authorization dialog 20
27. godb conf Be aware these locations can change depending on the distribution and depend on how you have installed MongoDB If you are using Windows and followed the instructions in this guide to setup MongoDB you should find the log file in your MongoDB installation directory SMONGO HOMEN logs 10 1 3 Tomcat If not configured otherwise the log files of the Apache Tomcat application server can be found either in the installation directory of the Tomcat TOMCAT_HOME logs Windows or a common log directory e g var log tomcat7 Linux 10 2 Common problems This section lists some common problems that can arise during the setup of the Effektif system and gives instruc tions on how to solve them 33 Effektif administrators guide Release 2 27 2 Problem The Effektif site shows a HTTP Status 500 error including the message root cause java lang RuntimeException Cannot find license xml Solution You have not installed the Effektif license xml at all or placed it in the wrong directory Jump to section Install the license file to solve the issue Problem The Effektif site shows a HTTP Status 500 error including the message com effektif EffektifServlet Unsupported major minor version 51 0 unable to load class com effektif EffektifServlet Solution The Tomcat server is using the wrong Java version Effektif requires Java 7 Make sure you have installed the correct Java version You can check your Jav
28. he registered service should start MongoDB automatically on startup of Windows 6 You can now start MongoDB by executing the following command net start MongoDB e If this command fails with the error 1053 or 2186 make sure that the configuration file contains absolute paths Furthermore the paths must not have any whitespaces and should not be located in any directory that requires admin privileges e You can stop MongoDB by calling net stop MongoDB e The service is also listed in the services window that can be opened by running services msc 2 7 3 Debian If you are installing MongoDB on a Debian system you are advised to use the method described in the MongoDB configuration http docs mongodb org v2 4 tutorial install mongodb on debian For convenience reasons the script SEFFEKTIF_HOME mongodb install debian sh already wraps all necessary commands to install the correct version of MongoDB using apt get Simply execute it from the com mand line by opening SEFFEKTIF_HOME and calling sudo mongodb install debian sh This will add the MongoDB repositories to your package sources and install the version 2 4 x of MongoDB You can now simply start and stop the MongoDB server by calling sudo etc init d mongodb start or sudo etc init d mongodb stop 8 Chapter 2 Installation Effektif administrators guide Release 2 27 2 The server will use the default configuration file etc mongodb conf
29. he server running the Effektif Tomcat application server E g http effektif yourdomain com 8080 If the server is running on port 80 the port can be omitted effektif smtp host Required The ip address or server name of the outgoing email server effektif smtp port The port on which the outgoing SMTP server listens effektif smtp ssl If SSL should be used true or false effektif smtp tls If TLS should be used true or false effektif smtp user The username for authentication effektif smtp password The password for authentication effektif mail from This email address is used as the sender when the Effektif system sends out notifications effektif mongodb servers A comma separated list of mongodb servers hostnames If you have MongodDB running on the same server as Tomcat the de fault value of localhost is ok effektif mongodb username The Effektif MongoDB user name If you created the user fol lowing the instructions in this guide the name is effektif effektif mongodb password The password of the Effektif MongoDB user This is the pass word you have defined during the user creation effektif mongodb database The name of the database Effektif should use The default value effektif is ok 2 9 Configuring Effektif 11 Effektif administrators guide Release 2 27 2 The following properties are only relevant if your Effektif installation is connected to your Signavio installation effektif
30. imple way to stop the Tomcat server Simply open the Windows start menu select Program Files Apache Tomcat Configure Tomcat open the tab General and click the button Stop 5 1 2 MongoDB If you have registered MongoDB as a Windows service you can stop the database in two ways Either you open the command line with adminstrator privileges and execute net stop MongoDB Or you run services msc select MongoDB in the list of services and click on Stop 5 2 Debian 5 2 1 Tomcat If you installed Tomcat using a packet manager you can simply run the following command Be aware the execution might require root privileges etc init d tomcat7 stop 5 2 2 MongoDB If MongoDB was setup following the instructions in this guide you can simply stop the MongoDB server by executing the following command Be aware the execution might require root privileges etc init d mongodb stop 23 Effektif administrators guide Release 2 27 2 24 Chapter 5 Stopping Effektif CHAPTER 6 Backup In order to take a backup it is sufficient to backup the content of MongoDB All uploaded files are stored in the database and therefore covered by a database backup MongoDB comes with built in solutions for backups Effektif recommends to use mongodump For more detailed information about backups of MongoDB see the official documentation http docs mongodb org v2 4 core backups Make sure the MongoDB server is running when you
31. ing conventions Within this adminstrators guide several placeholders are used to increase the readability SEFFEKTIF_HOME Refers to the directory that contains the unzipped content of the downloaded effektif version zip STOMCAT HOME Refers to the directory where your Apache Tomcat is installed This directory contains the folders webapps and conf On Linux for example the directory might be located in var 1lib tomcat 7 SMONGO HOME Refers to the directory where your MongoDB is installed Those placeholders are used within example command line code You need to replace those placeholders with the appropriate paths on your system 2 Chapter 1 Introduction CHAPTER 2 Installation This section will guide you through the setup of Effektif Simply follow the subsections step by step If you have already installed Effektif and want to update the system to a newer version you can skip this chapter 2 1 System requirements 2 1 1 Operating system The Effektif system can be deployed on different operating systems Officially supported are the following oper ating systems e Debian Stable Release 64Bit e Microsoft Windows Server 64Bit Important In general it is possible to install Effektif on other Linux distributions However the installation process can differ from the following instructions and the Effektif team cannot offer official support in case of an installation problem You
32. ing cron to schedule backups You could for instance setup etc crontab that executes the mongodump command 26 Chapter 6 Backup CHAPTER 7 Restore Backups can be restored using MongoDB s mongorestore Similar to mongodump it is executed on the command line For more detailed information on mongorestore see the official documentation http docs mongodb org v2 4 reference program mongorestore You will need to use the Effektif MongoDB user credentials again to overwrite the contents of the Effektif databases We recommend running mongorestore with the parameter drop which will remove every collection table from the database before it is restored 7 1 Windows The mongorestore exe can be found in your MongoDB installation directory SMONGO_HOME bin mongorestore exe If you followed the instructions in this guide to setup the database you can execute the following command on the command line C MongoDB bin mongorestore ex drop u effektif p lt EffektifUserPassword gt C path to dumps Replace the user credentials with the ones you have chosen during the setup and the directory with the one where you store your backups 7 2 Debian Using Debian the command to restore a backup stored in path to dump would look like this mongorestor drop u effektif p lt EffektifUserPassword gt path to dump As you can see you have to fill in the credentials of the Effektif MongoDB user again Furthe
33. min or userAdminAnyDatabase There is an exception for a fresh MongoDB setup It will allow you to create the first user from localhost without any authentication The following examples will show you how to create a new user using the credentials of an admin user and how to do it without any credentials in case of a new MongoDB In order to add a new user to MongoDB the MongoDB server has to be running The following subsections will show you how to create the Effektif database user using the command line Alternatively you can use a GUI application like Robomongo to create the database user Section How to add the Effektif MongoDB user with Robomongo explains how to setup the database user with Robomongo 2 8 Configure MongoDB 9 Effektif administrators guide Release 2 27 2 Windows 1 Open the command cmd and go to your MongoDBbin directory e g by executing cd C MongoDB bin 2 If you have an admin user create the Effektif user by executing mongo exe admin u admin p lt enterYourAdminPasswordHere gt eval db addUser user effektif pwd lt enterEffektifPasswordHere gt roles dbAdminAnyDatabase readWriteAnyDatabase clusterAdmin userAdminAnyDatabase e Replace lt enterAdminPasswordHere gt with the password you have defined for the admin user e Replace lt enterEffektifPasswordHere gt with the password for the new Effektif user As you can see the user name is effektif
34. ngoDB If you followed the instructions in this guide and registered a service for MongoDB you can simply start the MongoDB server by opening a command line with administrator privileges and execute the following command net start MongoDB The registration also defined the startup type of the MongoDB service as Automatic which means it will start automatically if you restart the Windows system Alternatively you can manage the MongoDB service by opening the services msc There MongoDB will be listed among the other services and can be started and stopped Tomcat Assuming you installed Tomcat using the Windows service installer you can open the Tomcat configuration dialog again by opening the Windows start menu and selecting Program Files Apache Tomcat Configure Tomcat The tab General contains respective buttons to start and stop the Tomcat service General Log On Logging Java Startup Shutdown Service Name Tomcat Display name Apache Tomcat 7 0 Tomcat Description Apache Tomcat 7 0 54 Server http tomcat apache Path to executable C Program Files Apache Software Foundation Tomcat 7 0 bin Tomcat7 Startup type Manual v Furthermore you have the option to define the startup type of the service By default this should be Manual which means you have to start the Tomcat server manually each time the server restarts You can change the type to Automatic
35. ocal El locahost 27017 admin effektif read C userAdmin Y readwriteAnyDatabase readWrite Y dusterAdmin Y userAdminAnyDatabase dbadmin readanyDatabase Y dbAdminAnyDatabase Save Cancel Figure 11 8 In the dialog enter the Name effektif and choose a password Remember this password you will have to fill it into the Effektif configuration file Furthermore select the four roles clusterAdmin readWriteAnyDatabase userAdminAnyDatabas and dbAdminAnyDatabase Eventually click on Save Your Effektif user has been created View Options Help EE us ho a E locahortn a Syste Open Shell Ba Refresh Create Database Server Status Host Info MongoDB Version Show Log Disconnect Figure 11 9 Because you created a new user the connection to the MongoDB server now requires a user name and a password Right click on the connection in this case localhost in the left panel and select the menu entry Disconnect Afterwards click on the icon for a new connection 11 1 How to add the Effektif MongoDB user with Robomongo 39 Effektif administrators guide Release 2 27 2 E Robomongo 0 8 4 13 SE a bed Create edit remove clone or reorder connections via drag n drop Name Address Auth Database User E localhost localhost 27017 Logs Figure 11 10 Select the connection you have created before and click on e
36. og file is configured to do a roll over Every day a new log file is created which contains a timestamp in the filename similar to effektif 2014 10 09 log The most recent log entries can still be found in the file effektif log After 30 days the log files will be removed automatically 12 Chapter 2 Installation CHAPTER 3 Update This section will guide you through an update of your Effektif system It assumes you have successfully installed an early version of Effektif If you are installing Effektif for the first time you can skip this chapter 3 1 Unpack Effektif Unzip the effektif version zip to a directory of your choice e g yourlocation effektif version In the rest of this guide we ll refer to the effektif home directory as SEFFEKTIF_HOME The directory will contain the following files e sh Linux shell scripts e db directory that contains MongoDB configuration files mongodb conf configuration file for Linux mongod cfg configuration file for Windows e effektif directory ROOT this directory contains the web application 3 2 Stop Effektif Before you can start with the update process you have to shutdown the Effektif system It is sufficient when you shutdown the Tomcat server Effektif is running on You don t have to shutdown the MongoDB server Refer to chapter Stopping Effektif for information on how to stop Effektif 3 3 Backup MongoDB Updating Effektif
37. ongoDB for more information on Robomongo and where to download it Important This methods works only if you execute Robomongo on the same system where your MongoDB server is already running When authentication is turned on MongoDB will only accept connections from localhost to create the initial user Make sure your MongoDB server is running and open Robomongo File View Options Help EMS Figure 11 1 In the upper left corner click on the icon to open a new connection 35 Effektif administrators guide Release 2 27 2 2 Robomongo 0 8 4 Create edit remove done or reorder connections via drag n drop Name Address Auth Database User Figure 11 2 Click on the link Create to setup a new connection Robomongo 0 8 4 Fa Create edit remove done Connection Authentication Advanced SSL SSH pise Name New Connection Choose any connection name that will help you to identify this connection Address localhost 27017 Specify host and port of MongoDB server Host can be either IP or domain name E Connect Cancel Figure 11 3 In the dialog that opens up you can rename the connection Do not change the address and leave localhost there The method explained in this guide will only work when you execute Robomongo on the same server that runs the MongoDB 36 Chapter 11 Appendix Effektif administrators guide Release 2 27 2
38. ore an older version of Effektif Be aware 1f you revert Effektif to an older version it is not guaranteed that you can keep on using your current database The upgrade to a newer version can involve schema changes that render the database incompatible with older versions of Effektif In this situation the Effektif system will not start if it detects a newer version of the database schema which it doesn t support This is the reason why you should create a backup before updating the system In order to restore an older version you can follow the instructions in this chapter again However instead of creating a backup you should restore an older backup 1 Unpack the older version of Effektif see Unpack Effektif 2 Stop the Effektif system see Stop Effektif 3 Restore an earlier back up that was taken while the old Effektif version was deployed See chapter Restore for more information on how to restore a backup 4 Backup the configuration files see Backup the configuration files 14 Chapter 3 Update Effektif administrators guide Release 2 27 2 5 Install the older version in TOMCAT HOM 6 Check the configuration files again see Rev E webapps see Install a new version isit the configuration files 7 Start the Effektif system see Starting Effektif Now the Effektif system should be running with the older version again 3 8 Restore an older version 15 Effektif administrators guide Release 2 27 2
39. p Effektif also on other Linux distributions However the instructions in this manual are only tested for Debian Probably you will have to adjust the instructions to your system but the used software should work on most distributions 1 1 Software components In order to setup and work with Effektif several software components are necessary 1 1 1 Effektif system The Effektif system refers to the application that you will run on your server and that consists of a Java web archive WAR that is deployed on Tomcat and a MongoDB database 1 1 2 Apache Tomcat The Apache Tomcat is an application server that hosts the Effektif web application The Effektif web application serves the Effektif application to the users browser and it also includes the backend of the Effektif system 1 1 3 MongoDB MongoDB is a document oriented database system It is the only database system that is supported by Effektif More detailed information about MongoDB can be found in the MongoDB documentation http docs mongodb org v2 4 1 1 4 Mail server SMTP The mail server is necessary to send notifications and invitation requests to users Any server that is accessible via SMTP can be used 1 1 5 Web browser Effektif runs as a web application The user interface can be accessed using a modern web browser More details about the supported browsers can be found in the section Web browser Effektif administrators guide Release 2 27 2 1 2 Nam
40. rUrl gt http your effektif domain port lt effektifServerUrl gt lt effektifUserName gt system signavio com lt effektifUserName gt lt effektifUserPw gt yourpassword lt effektifUserPw gt lt effektif gt ffektifServerUrl Defines the URL under which your Effektif system is available effektifUserName Defines the mail of the system user that will access the Effektif system Make sure to use system signavio com to ensure the integration to work prop erly The value is already preconfigured You do NOT have to create an account for this user in any of the systems effektifUserPw Defines the password of the system user Remember this password you will need to set the exact same password in the Effektif configuration file 3 Edit the Effektif configuration file STOMCAT_HOME webapps ROOT WEB INF classes ffektif onpremise properties and add update the following entries effektif com effektif model service signavio SignavioAuthenticationProvider serviceBaseUrl http your signavio domain port effektif com effektif model service signavio SignavioAuthenticationProvider clientId com effektif oem effektif com effektif model service signavio SignavioAuthenticationProvider clientSecret yourpassword If you add any of the following properties to the configuration file make sure to add the required prefix effektif com effektif model service signavio SignavioAuthenticationProvider in front of the prope
41. required roles 11 1 How to add the Effektif MongoDB user with Robomongo 41 Effektif administrators guide Release 2 27 2 42 Chapter 11 Appendix CHAPTER 12 Contact and legal information Effektif GmbH Registered office of the company Niirnberger StraBe 8 10787 Berlin Contact Phone 030 856 21 54 21 Fax 030 856 21 54 19 Website http www effektif com Legal information CEO Tom Baeyens VATIN DE290063301 TIN 27 048 09069 Register court Amtsgericht Charlottenburg HRB 150074 B 43
42. rmanent generation space in MB In order to allocate sufficient RAM to the Tomcat server you have to set the options Xms and Xmx followed by the number of MB allocated and a literal m Xms defines the initial minimum amount of RAM that is used 2 3 Install Java 5 Effektif administrators guide Release 2 27 2 and Xmx the allowed maximum You are advised to allocate at least 2GB of RAM to the Tomcat However it is recommended to use more RAM For example if you want to assign 4GB of maximum RAM the option would be Xmx40 96m The values for the permanent generation space have to be increased as well these are defined by the values XX PermSize 128m and XX MaxPermSize 256m 2 5 2 Windows If you installed Tomcat using the Windows service installer you can open the configuration dialog by opening the Windows start menu and selecting Program Files Apache Tomcat Configure Tomcat General Log On Logging Java Startup Shutdown C Use default Java Virtual Machine C Program Files Java jre7 bin dient jvm dil Java Classpath C Program Files Apache Software Foundation Tomcat 7 0 pin bootstrap Java Options Dcatalina home C Program Files Apache Software Foundation Tor Dcatalina base C Program Files Apache Software Foundation Tom Djava endorsed dirs C Program Files Apache Software Foundatior Djava io tmpdir C Program Files Apache Software Foundation Tor Initial memory pool 1536 MB Maximum m
43. rmore you need to specify where the backup is located 27 Effektif administrators guide Release 2 27 2 28 Chapter 7 Restore CHAPTER 8 Tooling This section lists some tools that might help you to administrate and maintain your Effektif installation Use them at your own discretion 8 1 MongoDB A good tool to manage your MongoDB installation is Robomongo It is free and available for different operating system Use it at your own discretion Please be careful when you use a tool to manipulate the database Effektif does not guarantee that any manipulated data can be restored The tool can be downloaded from this site http robomongo org 29 Effektif administrators guide Release 2 27 2 30 Chapter 8 Tooling CHAPTER 9 Signavio integration The Signavio integration with Effektif enables Signavio users to execute approval workflows for their process models using Effektif In order to setup the integration properly both systems Signavio and Effektif have to be installed For information about installing Signavio refer to Signavio s adminstration manual In case both systems run on the same server you need to set up two Tomcat instances 9 1 Setup 1 Make sure both systems are NOT running 2 Edit the Signavio configuration file ROOT WEB INF classes configuration xml which can be found in the Tomcat that hosts the Signavio system lt effektif gt lt effektifServe
44. rthermore section Restore explains how you can restore an older version of the user data using one of the backups 2 9 Configuring Effektif 2 9 1 Install the license file Along with the Effektif application you have received the Effektif license file license xml Before you can start the Effektif system you have to add the license file to the application Therefore copy the license file into the directory STOMCAT_HOME webapps ROOT WEB INF classes The Effektif system will check your license file on startup and setup the defined number of licenses 2 9 2 Update the Effektif configuration file Before you can start Effektif for the first time you need to configure some mandatory proper ties in the Effektif configuration file Make sure you have copied the Effektif web application to the Tomcat s webapps directory before continuing The configuration file can be found here STOMCAT_HOME webapps ROOT WEB INF classes effektif onpremise properties The configuration file is a property file that contains one configuration option per line and key and value are separated by a Every line that starts with a FP is commented out and will not be considered In general the configuration allows to configure the base URL of the Effektif system the mail server the database connection and integrations with third party systems e g Signavio effektif baseUrl Required The ip address or server name incl the port of t
45. rty key 31 Effektif administrators guide Release 2 27 2 serviceBaseUrl Defines the URL under which your Signavio system is available clientId Defines the ID the Effektif system uses to identify itself to the Signavio system Make sure to use com effektif oem to ensure the integration to work properly This value is already preconfigured lientSecret Defines the password the Effektif system uses to identify itself to the Signavio system Reuse the same password that you have set in the Signavio configura tion file Q 4 Start both systems 5 Activate the approval workflow feature within your Signavio workspace Your Effektif organization will be setup automatically For more information on how to activate the approval workflow refer to Signavio s user manual 9 2 User management In case you use the Effektif OEM version that is shipped with Signavio the user management is handled by the Signavio system The Signavio system will synchronise all Signavio users to Effektif Within Effektif you will not be able to register any initial user nor invite more users If you have purchased a standalone version of Effektif you will be able to create an initial user and invite more users to Effektif However it is advised to create your Effektif organization by activating the approval workflow feature in Signavio This way your Signavio workspace and the Effektif organization will be linked automatically
46. the folder SEFFEKTIF_HOME effektif ROOT to STOMCAT HOME webapps 3 Copy the configuration files you have backed up in subsection Backup the configuration files back into the directory FSTOMCAT_HOME webapps ROOT WEB INF classes 4 If you have been provided with a new license xml copy the file into STOMCAT_HOME webapps ROOT WEB INF classes and replace the existing file Otherwise you can keep on using the old License xml 3 6 Revisit the configuration files Upon upgrading to a newer version it might be necessary to update existing configuration files and add remove or modify some values Therefore it necessary that you refer to section Configuring Effektif and make sure your Effektif configuration file is up to date before starting the system again 3 7 Start Effektif When you have successfully installed the new Effektif version and verified that the configuration files are up to date you can restart the Effektif system Refer to chapter Starting Effektif for more information on how to start Effektif During the first startup the Effektif system will migrate the database if there are any outstanding schema changes Therefore the startup might take a short while depending on the size of your database If the system doesn t become available again within minutes please check the Effektif log file for any new error reports 3 8 Restore an older version In case of exceptional problems you might want to rest
47. tif user As you can see the user name is effektif 2 If you have a new MongoDB and no admin user create the Effektif user by executing mongo admin eval db addUser user effektif pwd lt enterEffektifPasswordHere gt roles dbAdminAnyDatabase readWriteAnyDatabase clusterAdmin userAdminAnyDatabase e Replace lt enterEffektifPasswordHere gt with the password for the new Effektif user As you can see the user name is effektif 3 You can verify the creation of the new Effektif user by executing e mongo admin u effektif p lt enterEffektifPasswordHere gt eval db system users find user effektif forEach function u print json u 10 Chapter 2 Installation Effektif administrators guide Release 2 27 2 e On the command line you will see the user information including the four assigned roles Once the Effektif user is created its credentials have to be added to the Effektif configuration file to the proper ties ef fektif mongodb username and effektif mongodb password Section Update the Effektif configuration file explains how to update the configuration file 2 8 2 Backup and restore You are advised to do regular backups of the MongoDB database to prevent a complete data loss in case of a system failure The Effektif system will NOT backup the user data on its own Section Backup explains in details how to set up backups for MongoDB properly Fu
48. want to execute mongodump If not stated otherwise via command line parameters mongodump will try to backup data from the locally running mongod service You will need to use the Effektif MongoDB user credentials again to access the data of the Effektif database If you are using another MongoDB user to perform the backups make sure he has the necessary roles For the backups the user needs to access all databases and the user data The user should have the following roles e clusterAdmin userAdminAnyDatabase e readWriteAnyDatabase e dbAdminAnyDatabase You can specify the output folder where the content of the backup is stored Be aware if the directory contains already an older backup the new backup will overwrite existing files Alternatively you could store several backups with a timestamp You should make sure the backup is stored in a safe location and cannot get lost if the server fails Keep in mind the backups can consume a lot of space therefore you should add additional disk space to the server if you plan storing on multiple versions of the backup The following lines will show an example on how to do a backup with mongodump on different operating systems 6 1 Windows The mongodump exe can be found in the MongoDB installation directory SMONGO_HOME bin mongodump exe You just have to create a directory where the backups should be stored and make sure the user doing the backups has the necessary read write permissions

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