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1. 4 4 A Configuration Fig 21 Website list Administrator Manual 103 Chapter 3 Tips Double clicking one of the items in the list e g the website Inter netSite takes you straight to the settings for that item By clicking on the header row of a column you can sort the items in the list according to the criterion in this column For example clicking the Name column sorts the items in ascending alphabetical order To reverse the sort order click the header row again Using Filter Functions The number of principals users groups and roles that are managed in a WCM system an LDAP directory service or in Livelink may be very large Loading and displaying all principals may thus take a long time For this reason filters are provided in the user administration for all principals in order to restrict the number of items displayed In the Admin client settings you can also specify how many items are to be loaded for display see section General Settings of the Admin Client on page 116 The fields for the filter criteria are displayed in the right window pane when you click one of the items Users Groups or Roles 104 Livelink WCM Server Working in the Admin Client WCM Server Administration Admin User administration Program View Tools Help 3 1 250 D OOO 2 gt User administration 3 UB User
2. Fig 103 Overview of the actions in progress on a server 334 Livelink WCM Server System Administration The following information is displayed for each action website on which the action is performed user ID and session ID of the user performing the action description of the action e g Create objects m status start time and progress of the action You can cancel time consuming actions or processes that are already complete but not marked as complete that unnecessarily delay servers from shutting down Choose Cancel action on the context menu or click the corresponding icon x Icon for canceling an action in progress Actions that you cancel with this command are completely undone by Livelink WCM Server rollback Assigned Agents Select System administration Active servers server name gt Agents to display an overview of the status of the agents that are assigned to this server Agents are assigned to servers in the Configuration view see Assigning an Agent to a Server on page 287 System administration Name Status E ff Active servers WebsiteExport running E A Admin Micic i f Master_Content aWensitelmpo running wy Associated websites ContentMinerNotification running i Reports ReleaseNotification running H i Server logs jLinkResolving running Ei Trace logs _ amp Actions in progress ExpirationNotification running Agents
3. HA Fig 44 Available functional areas The following functions are available to you m adding a custom functional area see Adding a Functional Area on page 152 m viewing the settings of functional areas see Settings of Functional Areas on page 153 m assigning functional areas to users groups and roles see Assigning Functional Areas on page 154 m deleting functional areas see Deleting a Functional Area on page 155 Administrator Manual 151 Chapter 4 Functional areas can also be assigned to object types This is done in the settings of the object types By this assignment you determine that objects with this object type may only be added checked out and checked in by users with a certain functional area Assignments tab Adding a Functional Area To add a functional area 1 2 Select User administration gt Functional areas Choose New functional area on the context menu or click the corre sponding icon A Icon for adding a functional area In the following dialog box enter the name for the new functional area new functional area x Name Images Cancel Help Fig 45 Dialog box for adding a functional area Note If you want the name of the functional area to be displayed in the language of the user you can translate it see section Local izing GUI Texts on page 123 4 Click the OK
4. Fig 48 Overview of available pools and connection types Administrator Manual 159 Chapter 5 Connection types The connections within the WCM system belong to different types Depending on the communication partners the connections have different parameters Connections between the WCM servers require different parameters than connections to the database to the LDAP directory service or to a Livelink system For this reason the pools used for managing connections are based on so called connection types These connection types provide the required parameters During the installation of Livelink WCM Server the pools required for the WCM system are created automatically These pools are based on the default connection types JDBC connection type for connections to an RDBMS LDAP connection type for connections to an LDAP directory service m Livelink connection type for connections to a Livelink system WCM connection type for connections between the WCM servers You cannot modify or delete the default connection types For integrating the WCM system with third party systems pools with special connection parameters might be required To add such pools you can set up custom connection types in the Configuration view The following functions are available to you for managing custom connec tion types m adding a connection type see section Adding a Custom Connection Type on page 168 modifying connecti
5. Fig 104 Status of the agents on a master Content server Administrator Manual 335 Chapter 10 All agents that are assigned to a server are started automatically when the server starts This is done on transitioning from run level 3 No agents running to run level 4 Single user mode You can start and stop the agents separately here For this purpose select an agent in the list on the right and call the desired function via the toolbar or the context menu Stop agent stops agent on this server 5 7 Start agent starts agent on this server This can also be done below the server run level 3 No agents running down to and including run level 1 In this way you can restart individual agents after all agents have been stopped automatically when reaching run level 3 Notes When a server progresses from run level 3 to run level 4 all agents assigned to this server are started automatically Information on manufacturer and version of the assigned agents is contained in the ServerAgentManager report under System administration gt Active servers server name Reports Generating a Web Application Livelink WCM Server can be integrated in application servers For this purpose the servers must be executed as web applications in the applica tion server You can create these applications when installing Livelink WCM Server or subsequently with the Admin client A web appli
6. Log dialog References dialog Search e View My objects Wiew Object list View Subordinate objects Functional areas Websites Administration rights lol x iInternetSite Fig 31 Assignments for a role Double clicking the user hshepard takes you back to the assignments for that user Managing Other Products of Livelink WCM Server The Admin client is the central point of administration for all components of Livelink WCM Server which require appropriate licenses Depending on the way the other products work they are integrated at various levels in the Admin client m The runtime environment of the Portal Manager API is supplied with Livelink WCM Server as the API is required for using the Content client The Portal Manager API as development platform can be used to implement dynamic websites and enterprise portals The Portal Manager API items Applications and Repositories are managed in the Configuration view of the Admin client The configu ration of this product is described in the relevant manual Administrator Manual 115 Chapter 3 m Search servers Content Miner Lucene and Livelink offer intelligent search functions for websites Configuration and administration of Search servers are handled via separate nodes in the Configuration and System administration views These nodes are only visible if Search servers are in
7. 4 Click the OK button 138 Livelink WCM Server User Administration Note for Livelink user administration The new user is a normal Livelink user with the privileges Log in enabled and Public Access enabled The user is assigned to the Default Group Editing User Information To edit the user information e g the e mail address 1 Select User administration Users 2 Mark the desired user in the tree on the left The settings for the user are displayed in the right window pane Cc ser administration Users Name Joshua F Stein A vert User ID jstein D cerdmann d E mail listein company example D claurent Language English USA x D dearson A esa Substitute mmoreno m B jgomez Substitute of A Password 4 mmoreno i J Trusted login mrossi 3 4 msanchez 3 v WCM access pdeville A D smarchetti D solivier T Groups AD Roles Word Functional areas yy Websites coeCs CoCo CSCS CS CCS tag 2 ee amp Fig 39 Editing user information Administrator Manual 139 Chapter 4 3 Make the desired changes For detailed information on the individual fields refer to the Admin client s online help 4 Click the Apply button Modifying User Assignments By means of the assignments you can assign a user to a group or role allow the user acc
8. Value citemp Cancel Help Fig 85 Configuring a parameter for an agent For an example of the configuration for a node refer to section Specifying object types for the FileLabeling agent on page 299 5 Click the OK button The parameters for the agent are now displayed under Configuration Server agents agent name Parameters and can be changed at any time General Agent Settings To view the general settings of an agent select it via Configuration gt Server agents gt agent name The settings are displayed in the right window pane You can change the name of the agent s Java class The agent s name itself is defined during integration and cannot be edited later 286 Livelink WCM Server Managing Agents and Utilities Assigning an Agent to a Server Agents can only fulfill their tasks if they are assigned to a server Select Configuration Server agents gt agentname Servers to show the servers that the selected agent is already assigned to in the right window pane Ay Configuration Pools Master_Content i Custom connection types F Servers w Websites a Deployment systems Server agents ContentMinerNotification DatabaseUpdate ExpirationNotification amp Servers i Parameters ic a A prH Fig 86 Servers assigned to an agent The following functions are available to you on the context
9. You cannot delete the global WCM pools which the installation program added for the individual servers Before Livelink WCM Server deletes the pool it creates a backup copy of the directory containing the configuration files This copy is named config _YYYY MM DD_HH MM SS and is stored in the WCM installation directory If problems occur after the deletion of the pool you can replace the configuration files in the directory WCM installation directory config with the backup copies However changes made to the configuration after the deletion of the pool will be To delete a pool 1 Select Configuration Pools 2 Mark the desired pool in the tree on the left 3 Choose Delete pool on the context menu or click the corresponding icon E Icon for deleting a pool 4 Confirm the security prompt by clicking the OK button If the pool is still assigned to a server a message is displayed and the operation is aborted Administrator Manual 167 Chapter 5 Adding a Custom Connection Type When adding a connection type you are supported by a wizard To start the wizard 1 2 Select Configuration gt Custom connection types Choose New connection type on the context menu or click the corre sponding icon Ge Icon for adding a connection type Follow the instructions given by the wizard that guides you through the installation The individual steps of the wizard are described in more detail in the onl
10. Administrator Manual 259 Chapter 7 References to objects outside the exported subtree that do not belong to the defined exceptions are written to a so called correction list file extension cl After the import you can modify the refer ences on the basis of the correction list see Required Editing After the Import on page 269 During the import the respective refer ences are converted into external references References that are already external in the source website are adopted without changes References to Livelink objects If some objects of the exported subtree reference objects in a Livelink system the system also exports the name of the pool used for managing the connections to the Livelink system Before importing the subtree make sure that a Livelink pool with this name exists in the WCM system which refer ences the correct Livelink system Assign this pool to the Content servers on which the website is available Otherwise the references to the Livelink objects become invalid Templates The templates of the exported WCM objects are also exported even if a template cascade is used If the templates used are located outside the exported subtree they are stored in the special topic ext during the import If you want to use different templates for the imported WCM objects you can refer to the file export xml to see which template was used for which WCM object of the source website Afterwards you c
11. Entry Examples File Create Paths to directories file and directory names Quotations from program code or configuration files Drive Directory File name Code quotations D WCM admin bat lt head gt lt title gt heading lt title gt lt head gt Variables i e placeholders for specific elements variable WCM installation directory Important information and warnings are enclosed in gray boxes Make sure to read such information to avoid losing data or making errors when using and managing WCM systems 22 Livelink WCM Server Administrator Manual Introduction 23 24 Livelink WCM Server CHAPTER 2 Concepts This chapter is intended to give you a basic understanding of the architec ture of a web content management system WCM system for short and of the way Livelink WCM Server works This knowledge is important when installing configuring and administering the system Basic Components of a WCM System Livelink WCM Server is fully implemented in Java as a client server solu tion The data in the website s that you manage with Livelink WCM Server is made available and managed by means of several servers These are stand alone server processes that can be started independently of each other Taken together all the WCM servers installed in a company make up a WCM system Note A WCM server is not a separate host computer it is a server
12. ExpirationNotification LinkResolving amp ManualDeployment ReleaseNatification WebsiteExport Websitelmport 1 Bee eee or Fig 84 Overview of available agents After installation you see the standard agents that are supplied with Livelink WCM Server and that are automatically integrated during the installation of a WCM system The product also comes with additional agents that are not automatically assigned to a server For information on all supplied agents see section Supplied Server Agents on page 288 The following functions are available for agents m integrate agents in the WCM system see Integrating an Agent on page 284 configure agents by means of parameters see Setting the Parame ters for an Agent on page 285 m view agent settings see General Agent Settings on page 286 m assign agents to servers see Assigning an Agent to a Server on page 287 Administrator Manual 283 Chapter 9 Integrating an Agent To integrate an agent in the WCM system 1 Select Configuration Server agents 2 Choose New agent on the context menu or click the corresponding icon Icon for integrating an agent 3 Give the new agent a unique name You cannot change the name of the agent subsequently Note If you want the name of the agent to be displayed in the language of the user you can translate it see section Localizing GUI Texts
13. Table 15 Items and functions of the system administration Item Available functions Active servers Registered users Overview of the active servers in the WCM system with their associated websites report functions server and trace logs actions in progress and assigned agents Change run levels of servers and websites cancel actions in progress start and stop agents Generate web applications for integration with application servers See section Administering Active Servers starting on page 317 Overview of users currently logged in to the WCM system and logout of individual users See section Managing Logged in Users starting on page 339 Active websites Licenses Overview of active websites and associated servers Change website run levels on all servers See section Managing Active Websites starting on page 341 Overview of the licenses in use for authors servers websites deployment systems and other products of Livelink WCM Server See section Managing Licenses starting on page 344 Search servers Only if Search servers are installed Start and stop Search servers manipulate collections See Content Miner and Search Server Connector for Lucene Manuals If you open one of the items the Admin client will determine the current values for your WCM system as for example the active servers The results are shown in the right window pane 316 Livelink WCM
14. de gauss agent Livelink LivelinkFolderMirrorAgent Configuring the agent You can use the agent for multiple websites and Livelink folders To configure the agent 1 After integrating the agent select it and mark the Parameters item 2 Use the context menu or the toolbar to add a new parameter 302 Livelink WCM Server Managing Agents and Utilities mal Icon for adding a parameter to an agent 3 In the New node dialog box click the Node radio button and enter the website name as the node name I x Node Parameter Name Companyintranet Cancel Help Fig 91 New node for LivelinkFolderSynchronization agent 4 Below the website node add the following parameters m userId and userPwd As values enter the login name and pass word for accessing the Livelink system The user with this name and password must have full access rights for the corresponding topic in the WCM system only the right Change rights is not required In the Livelink system this user must have the See Contents permission for the folder m systemName Enter the name of the connected Livelink system or the name of the corresponding Livelink pool as the value of this parameter Administrator Manual 303 Chapter 9 Note You can also define this parameter above the website node In this case it applies to all websites and watched Livelink folders You can also add this parameter below the
15. folder node see below in this case it only applies to this individual watched folder The configuration below the website node could look as follows 4 Server agents ContentMinerNotification DatabaseUpdate ExpirationNotification FileLabeling LinkResolving 5 LivelinkSynchronization amp Servers 34 Parameters E Companylntranet userPwd userld systemName E3 1 eee Fig 92 Configuration below the website node 5 Below the node with the website name add another node for the Livelink folder which the agent is to monitor 6 Below the folder node add the following parameters folder As value enter the node ID of the Livelink folder which the agent is to monitor Alternately you can enter the path to the folder e g Enterprise Documents A colon is used to separate the folder names Note If you enter a path only folders of the Enterprise Work space can be specified If you want the agent to monitor a folder from the Personal Workspace enter the node ID 304 Livelink WCM Server Managing Agents and Utilities Any subfolders contained in the specified folder will also be moni tored The agent automatically adds topics for these subfolders m topic As value enter the path to the website topic which is to contain the contents of the Livelink folder If the topic does not exist in the website it will be added If you enter Docume
16. 4 Confirm the security prompt by clicking the Yes button Notes m If you delete a group or role after you have added it to the list of persons authorized to access a WCM object in the Content client this change is not adopted automatically You must update the list of authorized persons manually As the result of deleting groups or roles there may be WCM objects that can no longer be accessed by any principal Choose Collect orphan objects on the Tools menu to assign such objects to a user m A group or role with administration rights can only be deleted by users that have the right Change administration rights m Ifyou delete an LDAP group or role the corresponding entry will be removed completely from the LDAP directory service Administrator Manual 149 Chapter 4 Managing the Rights of the Principal World The principal World represents all users of the WCM system Technically speaking it is a group The administration rights of this principal are valid for all users of the WCM system in addition to the administration rights that have been set for the individual users or the assigned group or role Note By default all users i e World have only access to the user administration in the Admin client We recommend that you do not change this in order to reserve access to the configuration and system administration to administrators When you m
17. 6 Display the requested pages T Willkommen SEP Welcome ELB Bienvenue Pages generated by deployment system HTTP server Apache Netscape MS IIS Admin server Secure Access servlet JSP engine Resin ServletExec G Fig 12 Overview of Secure Access Content server Notes m Secure Access only protects the files generated by the deployment systems This protection can be used for the Production view as well as for the Edit and QA views 80 Livelink WCM Server Concepts It is not necessary to protect dynamic deployment systems with Secure Access The servlets used for the dynamic deployment are responsible for access control m Inthe settings of the paths for Secure Access you can specify that the login data of the user is saved in a cookie This cookie ensures that the user does not have to log in again when for example starting the Content client via the browser to edit objects after viewing protected pages This cookie is also used by other compo nents of the Livelink WCM Server e g the Portal Manager API This guarantees a single sign on When adding paths for Secure Access you can configure how long the cookie is to remain valid parameter Cookie timeout If this parameter is not set the cookie is by default deleted when the browser is closed m Ifthe user enters a wrong password during login the login dialog box opens again at
18. AP 2 3 Select Configuration Servers Mark the desired server in the tree on the left Choose Delete server on the context menu or click the corre sponding icon Icon for deleting a server from the configuration A dialog box with notes on deleting the server opens Please read these notes carefully If you want to delete the server click the Yes button To cancel the operation click the No button After the confirmation the assignments of the selected server are analyzed The next dialog box displays a summary of the actions that will be performed during the deletion of the server names of the websites for which the routing must be changed m names of the deployment systems that will be removed If you want to delete the server click the Yes button again To cancel the operation click the No button After the confirmation the selected server is removed from the configuration of the WCM system and the actions described above are performed Administrator Manual 199 200 Livelink WCM Server CHAPTER 7 Managing Websites The entire configuration of your WCM system is performed via the Admin client To open the configuration click the _ A Configuration tab in the Admin client This chapter describes how to manage websites You can set up several websites in your WCM system Each website is managed by exactly one master Content server The website data may also be available on several proxy C
19. Deployment the websites will be shut down complete completely 10 Website up When changing to the next higher run level the system becomes available for all users 5 Server up Startup of the server is complete It may be necessary to change the run level in order to perform certain actions such as a backup It is also necessary to reduce and subse quently increase the run level for certain changes in the configuration to become effective To perform maintenance work on the WCM system you can use run level 4 Single user mode which gives only one adminis trator access to the system When the run level of a server or website is reduced new actions are not accepted if they require a higher run level If a user attempts to perform such an action e g releasing an object the system will respond with an error message Actions in progress are brought to completion Thus all the actions for a run level gradually come to an end When all the processes for a run level have been completed the same procedure begins for the next run level When a server is shut down this procedure is repeated until all the processes on the server have been completed 320 Livelink WCM Server System Administration Notes If a shutdown of the servers is delayed by time consuming user actions these actions can be canceled by selecting System administration gt Active servers gt server name Actions in progr
20. Livelink WCM Server Administrator Manual This manual describes how to configure and administer your WCM system with the Admin client It provides information on the following topics e basic technical concepts of Livelink WCM Server e introduction to working with the Admin client e user administration functions e configuring and administering WCM system elements such as websites servers agents etc OPENTEXT Abana TO RP OC R A T IGN Copyright 2006 by Open Text Corporation The copyright to these materials and any accompanying software is owned without reservation by Open Text Corporation These materials and any accompanying software may not be copied in whole or part without the express written permission of Open Text Corporation Open Text Corporation is the owner of the trademarks Open Text Great Minds Working Together Livelink and MeetingZone among others This list is not exhaustive All other products or company names are used for identification purposes only and are trademarks of their respective owners All rights reserved Open Text Corporation provides certain warranties and limitations in connection with the software that this document describes For information about these warranties and limitations refer to the license agreement entered into between the licensee and Open Text Corporation Contacting Us Open Text Corporation Corporate Headquarters 275 Frank Tompa Drive Waterloo O
21. Synchronization WCM topics and Livelink folders See LivelinkFolderSynchronization on page 302 DefaultContent Combines templates with standard content See DefaultContent on page 307 ExpirationNotification and ReleaseNotification These agents run on the master Content server and work for all config ured websites They are automatically assigned when a website is created The ExpirationNotification agent sends an e mail about the expired objects in a website at a selected time It uses the e mail address that is entered in the metadata item E mail Edit of the relevant WCM objects in the Content client The ReleaseNotification agent sends at a specified time an e mail listing the objects for which a delayed release has taken place since the last e mail was sent It uses the e mail address that is entered in the meta data item E mail Release of the relevant WCM objects in the Content client 290 Livelink WCM Server Managing Agents and Utilities Note In the file WCM installation directory config mail conf xml you can modify the layout of the e mails generated by means of this agent For detailed information on the configuration parameters of this file refer to the online documentation Javadoc of the class EMail Info For the changes made in the file mail conf xml to take effect all servers must be restarted Configuration Both agents have the following param
22. 132 135 137 138 139 140 144 145 147 151 152 153 156 159 165 169 173 176 178 181 182 Fig 56 Determining the sequence of the LDAP pools 184 Fig 57 Overview of the agents of a server 185 Fig 58 Settings of a path for Secure Access 188 Fig 59 Registering a proxy Admin server 193 Fig 60 Overview of managed websites 201 Fig 61 Assignments of a website 202 Fig 62 Options when creating a new website 205 Fig 63 Basic information for the new website 207 Fig 64 Initial assignment of a principal to a website 210 Fig 65 Specifying base URL and directory for master Content server 212 Fig 66 Specifying base URL application name and application directory for master Content server 214 Fig 67 Specifying names of deployment systems 216 Fig 68 Configuring proxy Content servers for the website 219 Fig 69 Overview of all selected proxy Content servers 220 Fig 70 Defining the routing 221 Fig 71 Website servers without deployment systems 222 Fig 72 Overview of the deployment systems for a server 223 Fig 73 Overview of existing deployment systems 225 Fig 74 Overview of the deployment systems for a website 227 Fig 75 Proxy Content servers assigned to a website 228 Fig 76 Overview of available object types 230 Fig 77 Default attribute sets 235 Fig 78 Dialog box for assigning orphan WCM objects 244 Fig 79 Connection parameters for th
23. CEE Fig 37 Configured users The following functions are available to you for managing users setting up existing users from your LDAP directory service as WCM users see Setting WCM Attributes in LDAP on page 134 adding a user see Adding a User on page 138 editing user information e g e mail address see Editing User Information on page 139 editing user assignments see Modifying User Assignments on page 140 removing a user from the user administration see Deleting a User on page 142 Note Changes to a user s settings do not take effect until the user logs into the WCM system again As an administrator you can log out users via the System administration see section Managing Logged in Users on page 339 Administrator Manual 137 Chapter 4 Adding a User To add a user 1 Select User administration Users 2 Choose New user on the context menu or click the corresponding icon B Icon for adding a user 3 In the New user dialog box make the settings for the user x Name Joshua F Stein User ID jstein E mail joshua stein company example Language English USA NA Substitute hshepard E Password changed te L Trusted login vi WCM access Cancel Help Fig 38 Dialog box for adding a user For detailed information on the individual fields refer to the Admin client s online help
24. If several proxy Content servers use the same database only the proxy Content server that the master Content server notifies first about changes can be selected for a database update The routing for the selected website is shown in the field Routing After login the topics and pages of the selected website are displayed in a tree view in the agent window 5 Mark the desired topic or an individual page in the tree If you have selected a topic and also want to copy all child objects in this topic to the proxy database select the Include child objects check box 6 Start replication of the selected WCM objects by clicking the following icon The relevant WCM objects are copied from the master data storage to the proxy data storage 7 If your WCM system uses several separate databases for proxy Content servers repeat the process for other proxy Content servers if necessary 8 If the database update is complete you can close the graphical user interface Click the following icon E Administrator Manual 293 Chapter 9 ManualDeployment The agent for manual deployment is used to trigger the deployment for the WCM objects of a website i e to generate pages for the WCM objects This agent is automatically integrated but not assigned to a server If you want to make manual deployment available on a server assign the agent to a server see Assigning an Agent to a Server on page 287 It is not necessary to
25. InternetSite For this purpose the Production view of the data is transmitted For the sake of simplicity it is assumed that all the servers access the same data storage The connections from the master Admin server to the other servers are not shown in the figure Administrator Manual 63 Chapter 2 Master Admin Server Master Content Server Proxy Content Server 1 Proxy Content Server 2 InternetSite Companylntranet InternetSite Companylntranet InternetSite Fig 10 WCM system with two websites A distributed system of this kind is created using of the option User defined installation in the WCM installation program see Livelink WCM Server Installation Manual The new websites wizard will support you when creating the websites see Creating a Website with the Option User defined on page 218 64 Livelink WCM Server Concepts Access Control The access control functions in Livelink WCM Server make it possible to determine precisely who has access to which objects in a website For each object of a website you can determine which users may access the object and which rights these users have For example a user can read and change an object of the website while having only read access to another object The access control facilities are not only extensive but variable in use They make it possible to construct widely differing access control syst
26. Standard deployment system Standard deployment systems automatically generate a new page every time a WCM object is changed static deployment The generated pages are stored in the file system For this reason access to the pages of stan dard deployment systems is usually fast as the HTTP server can read the objects directly from the file system However it is possible that when an edited WCM object is accessed the generated page has not yet been updated by the deployment system with the result that the old version is displayed in the Content client or via the HTTP server This may occur if there are large numbers of deployment jobs to be processed This deployment system category is well suited when many users access the generated pages at the same time but only a few changes are made to the objects This applies for example to the Production view of the website data Standard deployment systems can store the generated pages in a hierar chical or a flat file structure In a hierarchical file structure each topic of the website corresponds to a directory A flat file structure does not reflect the topic structure of the website This considerably reduces deployment load e g when copying and moving objects Administrator Manual 39 Chapter 2 Dynamic deployment system Dynamic deployment systems do not generate the pages statically when the WCM object changes but dynamically when the page is requested by the HTTP se
27. Step 1 Specify Website Name and JDBC Pool Bnew website 7 x General Enter the key configuration data of your website here The name Kak must be unique Specify the master Content server and the data K lt storage Furthermore you can make settings for caching WCM objects Name InternetSite Master Content server Master_Content v JDBC pool contentpool v New JDBC pool C UTF 8 encoded content _ Website extension for Livelink Language English USA v Fig 63 Basic information for the new website Name Enter the name of your website e g InternetSite Master Content server Select the Content server that is to be used as the master server for this website Only this server has write access to the WCM objects Administrator Manual 207 Chapter 7 Note The master Content server must run in the context of a JSP engine or as a web application in an application server This is required for using the Content client the Content client Classic and the Portal Manager API m JDBC pool Specify the JDBC pool for the database connection that the master Content server is to use for storing the WCM objects If the WCM objects are to be stored using a database connection that already exists select the appropriate pool from the list If a new data base connection is to be used for storing the objects you can click the New JDBC pool button to add
28. and which dialog boxes and functions are available in the Content client You can assign functional areas to each user individually Websites If you assign a website to a user this user can access the objects of this website via the Content client The exact access rights depend on the user s membership in groups or roles the user s func tional areas and on the rights settings of the individual WCM objects Default object rights For each user you can set the default object rights for editing WCM objects These settings are used as the default access rights when a user is added to the list of persons authorized to access an object in the Content client Administration rights Here you determine the users rights for the adminis tration of the WCM system The different rights can be assigned individu ally In this way you can control precisely which settings the individual users can view and what changes they can make Depending on the assigned rights the Admin client displays only those views and functions that the user is entitled to use For example if the user does not have the right to view the configuration the Admin client hides this view Administrator Manual 141 Chapter 4 For an overview of all administration rights refer to table The individual administration rights on page 75 Note If a user has individual administration rights in addition to the administration rights due to the group or
29. cation contains all components required for executing the server These include for example servlets JSP pages class libraries JavaBeans etc 336 Livelink WCM Server System Administration A so called WAR file web archive is used for integrating the web applica tion in the application server This file is a compressed directory structure in ZIP format containing all components of a web application This direc tory structure is described in the Java Servlet Specification v2 2 see http java sun com For all servers WAR files can be conveniently created via the Admin client Notes The servers for which WAR files are to be created must be completely started To start a Content server that usually runs in the context of a JSP engine or as a web application in an application server separately from the application server or the JSP engine you can use the script startserver bat or startserver sh from the WCM installation direc tory For more information on starting and stopping the servers refer to the Livelink WCM Server Installation Manual For detailed information on the application servers supported refer to the Release Notes of Livelink WCM Server To create a web application 1 Select System administration Active servers 2 Mark the desired server in the tree on the left 3 Choose Generate web application on the context menu or click the corresponding icon of Icon for generating a web appli
30. consuming actions e amp Overview of reports The following list gives you an overview of the most important reports For detailed information on the individual report sections refer to the Admin client s online help m AccessController Report This report is created for all servers for which Secure Access has been activated See sections General Server Settings on page 176 and Managing Paths for Secure Access starting on page 186 It contains the configured Secure Access paths and an ACL tree of the website ConfigurationManager report The ConfigurationManager report contains a list of the internal components that are notified automati cally in the case of configuration changes If a proxy Admin server 326 Livelink WCM Server System Administration cannot be reached in the case of a configuration change a corre sponding entry is written to the report ConnectionManager report This report provides information on the outbound connections of this server to other WCM components ContextList report All information on logged in users is combined in the ContextList Each server has its own ContextList The Adminis tration server collects all lists at regular intervals It is thus able to provide a summary of all users in its ContextList report DeploymentAdapter report This report contains a list of the deploy ment systems installed on the selected Content server and a list of the deployment syste
31. displayed showing the OIDs of the edited WCM objects This infor mation is also written to the log server name _out log of the master Content server of the website see Server Logs on page 329 Note The modified access rights of the objects only apply to the Edit view For the changed objects to become available in the QA and Production views use the filter special access rights in the Content client to find these objects and then submit and release them Deleting a Website Notes Before you delete a website make sure that it is not being accessed by any user In the System administration view you can monitor the logged in users and log out users If you want to delete your website as part of a restructuring operation on your WCM system you can back up the website data by exporting the website first see section Exporting and Importing Websites starting on page 246 To delete a website 1 Select Configuration Websites 2 Mark the desired website in the tree on the left 3 Choose Delete website on the context menu or click the corre sponding icon Administrator Manual 245 Chapter 7 Ww Icon for deleting a website 4 Confirm the security prompt by clicking the Yes button The website is removed from all assigned servers The WCM objects are removed from the database and the directories of the deploy ment systems are deleted from the computers Exporting and Importing Websites Li
32. i e the way deployment jobs are processed Deployment systems are set up when creating a website and can also be added to the WCM system at a later stage See also chapters 7 Managing Websites and 8 Managing Deployment Systems The Deployment System Types In accordance with the staging concept of Livelink WCM Server the deployment systems are divided into three types Edit QA and Produc tion An Edit deployment system generates the Edit view of the website data a QA deployment system the QA view etc Depending on the data storage view only certain types of deployment systems can be installed on a Content server The data storage view avail able on a Content server is determined by the routing settings of the website see Routing Between the Servers on page 47 On a Content server with Edit view you can set up Edit QA and Production deployment systems By doing this you can provide access to all three views of the WCM objects of your website on this server On a Content server with QA view QA and Production deployment systems can be installed On Content servers with Production view only Production deployment systems are possible The following table illustrates the relationship between data storage views and deployment systems Administrator Manual 37 Chapter 2 Table 1 Data storage views and possible deployment systems DS Available Edit DS QA DS Production DS data storage view Edit va
33. object types attribute sets and object categories can for example be defined differently You do not have to synchronize this structural information manually before the export import During the import of the exported subtree the respective data of the websites is merged automatically In the case of conflicts the struc tural definition of the target website is always kept In the following the exact procedure for the individual structural elements is described Administrator Manual 261 Chapter 7 Notes For merging the structural information all proxy Content servers with separate data storage must be available during the import If merging data is not necessary only the proxy Content servers with Edit view that have a separate data storage must be available Creating and changing structural information is logged in detail in the import log see Logging Export and Import on page 268 Attribute sets Attribute sets that do not exist in the target website are added The required attributes for the new attribute sets are taken from the existing attributes in the target website or are created if necessary If attributes required for an imported WCM object are missing in an existing attribute set of the target website they are taken from the existing attributes of the target website or are created Notes Properties from object categories and attributes from attribute sets must not have the same names I
34. the Portal Manager API and WCM WebServices Applet Java program embedded in a website An applet is loaded by the server and executed by the client Application server Also enterprise application server An infrastructure that acts as middleware and or development and runtime environment for web applications and wireless applications An application server interacts with the API Application Programming Interface Thus more flexibility is offered and high level tasks can be performed remotely or via the Internet This allows a user at a web page to perform more sophisticated server interactions such as querying a database or running other programs loaded on that server Application servers often offer additional security features load balancing and failover mechanisms as well as scaling functions and interaction functions ASP Active Server Pages HTML files with specifically identified embedded JavaScript or Visual Basic Script programs that are run on the web server The result is then sent to the client in normal HTML format Attributes Special metadata that can be defined differently for each object type Attributes are grouped in attribute sets Administrator Manual 365 Glossary Attribute set Set of attributes Attribute sets can be combined with object types In this way all WCM objects that are created on the basis of this object type can be equipped with the attributes of the assigned attribute set A
35. wcmserver company example InternetSite_prod Base directory d wcm website The data for the deployment systems is stored in the directory website in the WCM installation directory In a minimum installa tion three subdirectories are created in this directory one each for the Edit QA and Production deployment systems By default the names of these subdirectories consist of the names of the website and the deployment systems Edit deployment system d wem website InternetSite_edit QA deployment system d wem website InternetSite_qa Production deployment system d wcm website InternetSite_prod Administrator Manual 213 Chapter 7 Note Possible separators in the path of the base directory are forward slashes and backslashes You must use the separa tors corresponding to the operating system of your server URL and directories for master Content server when selecting the option Minimum dynamic website x URL and directory for Master_Content Enter the base URL and the base directory for the lt WCM server Master_Content here These entries K are required for the deployment systems Note that the HTTP server must be configured accordingly Base URL httpviwemserver company example Applicationname wen Application directory D Program Files Tomcatiwebapps Help Cancel Back Fig 66 Specifying base URL application name
36. you might delete principals that are already entered in the Content client as authorized to access certain WCM objects Changes that you make in the user administration of the Admin client of the Livelink system or in the LDAP system are not trans mitted automatically to the Content client Administrator Manual 243 Chapter 7 This can result in the existence of WCM objects without a valid access control list ACL e g if you have deleted the only principal allowed to access an object or if the list only contains principals who do not have read rights for the object and are not allowed to change the access rights These objects are called orphan objects To reassign orphan WCM objects 1 Choose Collect orphan objects on the Tools menu The Collect orphan objects dialog box is displayed Collect orphan objects xj Objects inaccessible by any user can be assigned to an existing user here Choose website to scan user to be assigned and click OK Website InternetSite User jstein a Fig 78 Dialog box for assigning orphan WCM objects 2 Select the desired website and the user who is to have full access to the WCM objects found By means of the Content client this user can then update the access control list for the relevant objects 3 Confirm by clicking the OK button 244 Livelink WCM Server Managing Websites Once you have reassigned the user an information window is
37. you might make changes on the basis of an out of date configuration which causes error messages 98 Livelink WCM Server The Views Working in the Admin Client The Admin client has four tabs on which you can make various settings Table 4 Functions in the four Admin client tabs Tab Function User administration Manage users groups and roles collectively known as principals create assignments between the princi pals themselves and between principals and websites or functional areas See chapter 4 User Administration A Configuration Configure pools connection types servers websites deployment systems server agents utilities reposito ries applications and Search servers if installed See chapter 5 Managing Pools and Connection Types chapter 6 Managing Servers chapter 7 Managing Websites chapter 8 Managing Deployment Systems chapter 9 Managing Agents and Utilities E System administration Manage active servers and websites as well as active users including report and trace functions license management manage Search servers if installed See chapter 10 System Administration lar System overview Graphical overview of the components and connec tions of the WCM system See chapter 11 System Overview Choose the respective command in the View menu or click one of the tabs to switch between the views
38. For more information refer to the Livelink WCM Server Installation Manual activating Secure Access for the Content servers whose deployment systems are used to publish the data to be protected This is done via the Admin client in the settings of the respective server see section General Server Settings on page 176 configuring the directories that are to be monitored by Secure Access the so called Secure Access assigned paths This is done in the assignments of the desired Content server see section Managing Paths for Secure Access on page 186 This is also where you make further settings for Secure Access For detailed information on the individual settings refer to the Admin client s online help 78 Livelink WCM Server Concepts How Secure Access Works Secure Access is implemented as servlet or filter and runs ina JSP engine If Secure Access is active the following actions are performed 1 When a page is requested from the web server or JSP engine via a browser Secure Access intercepts this request and checks whether it is addressed to one of the configured protected directories 2 If this is the case the URL of the respective object is sent to the Content server for which the respective path was configured This must be the server on which the associated deployment system is installed 3 The server checks the access rights of the associated WCM object and informs Secure Access whether the object
39. JSP engine or as a web application in an application server The website InternetSite is created on the master Content server The website objects are distributed to different directories via three deploy ment systems Edit QA and Production Thus the complete staging is realized on the master Content server In the figure DS is the abbrevia tion for deployment system Master Admin Server System data Master Content Server Website data User data _ InternetSite Fig 7 Structure of a minimum system 56 Livelink WCM Server Concepts The master Admin server manages the system data such as license infor mation and server configuration and sends this data to the master Content server Since the user data can be stored in either a relational database an LDAP system or a Livelink system the connection of the master Admin server to the RDBMS is optional The master Content server manages the website data The WCM objects are stored in a relational database which is available to the master Content server for read and write access A minimum system is installed by selecting the relevant option in the WCM installation program see Livelink WCM Server Installation Manual When creating a website in a minimum system with the Admin client you are guided by the website wizard see Creating a Website with the Option Minimum or Minimum dynamic on page 207 Distributed System with
40. Livelink WCM Server clients please contact Gauss Interprise AG Administrator Manual 123 Chapter 3 The localized names of the user defined items are saved in the so called properties files which are located in the following subdirectories of the WOM installation directory config resource admin config resource contentminer config resource When using an application server the properties files are also located in the following directories WCM installation directory admin web WEB INF classes config resource directory of the web application WEB INF classes config resource The following table offers an overview of the configuration items that can be localized and of the respective properties files Note The internal name in the following table is the name you specify when adding the item 124 Livelink WCM Server Working in the Admin Client Table 5 Configuration items that can be localized Item Name of properties file Format of the entry in properties file Agents ConfigMessage _ amp C AGENT_ internal properties name translated name Example amp C AGENT_ExportAgent WebsiteExport Custom ConfigMessage _ amp C POOLTYPE_ internal connection properties name translated name types Example amp CHPOOLTYPE_JNDI LDAP Note Under Configuration gt Custom connection types the internal name of the connection type will continue to be displayed However when
41. Master_Content E A Proxy_Content Fig 51 Overview of installed servers The following functions are available for managing servers m installing and deinstalling servers This is done via the installation program see Livelink WCM Server Installation Manual m editing server settings see section General Server Settings on page 176 Administrator Manual 173 Chapter 6 editing assignments of servers If you open a server the assign ments are displayed in the tree on the left The following assignments or functions are available Table 7 Server assignments Assignment Available functions Websites Overview of assigned websites assign new websites and remove assignments See section Websites Assigned to Servers on page 177 Deployment Overview of the deployment systems installed on systems this server Add deployment systems See section Deployment Systems of a Server on page 180 Pools Assign pools and remove assignments See section Assigning Pools to Servers on page 182 Agents Assign agents and remove assignments See section Assigning Agents to Servers on page 184 Services Overview of the services that are available on this type of server See section Services Available on a Server on page 186 174 Livelink WCM Server Managing Servers Assignment Available functions Secure Access Manage the directories and files for which acce
42. Production view 29 products of Livelink WCM Server 115 programming interfaces 53 property edit 238 translate names 123 protocols for communication 48 proxy Admin server 189 deregister 195 register 192 select for Admin client 117 synchronize configuration with master 194 proxy Content servers database update 292 for new website user defined Livelink WCM Server setup 218 in general 33 website assignment 177 228 Q QA view 29 R RDBMS backup 348 new JDBC pool 162 ReceiverManager report 328 references resolve 295 register a proxy Admin server 192 registered users information 339 manage 339 relative links standard deployment system 275 WebDAV deployment system 275 release control 310 configure e mails 310 ReleaseNotification 290 configure e mails 290 remote API enable 176 remove proxy Admin server 195 servers 197 reports 325 AccessController 326 ConfigurationManager 327 ConnectionManager 327 ContextList 327 DeploymentAdapter 327 DeploymentForwardThread 327 DeplyomentSystemHandler 327 DisplacingObjectCache 327 LicenseManager 327 Administrator Manual Index LivelinkObjectHandler 328 LivelinkSystemManager 328 ObjectManagerlmpl 328 PoolManager 328 ReceiverManager 328 RunlevelManager 328 save 326 send by e mail 326 ServerAgentManager 328 Serverlnfo 328 ThreadManager 328 update 326 VersionSupervisor 329 resolve references dynamic deployment system 275 standard deployment system 275 WebDAV de
43. Types To display a list of the pools used in the right window pane open the Pools item and the respective connection type e g WCM in the server s assignments Ay Configuration q MG Pools Master_Content E 2 Custom connection types A Servers E Admin SE Pools amp Livelink val WCM Agents Services Name ei TE Proxy_Content Fig 55 Overview of the pools for a server Note You create a website in a distributed WCM system in which the proxy Content server for the Production view of the new website is located outside a firewall outside the corporate network Please note that in this case the WCM pool of the master Content server is assigned automatically to the proxy Content server when the website is created If you want to prevent connections through the firewall from this proxy Content server to the master Content server remove the assignment of this pool The following functions are available to you on the context menu or the toolbar 182 Livelink WCM Server Managing Servers Assigning a pool to a server see also Creating Assignments on page 109 Thus the server can use this pool for saving website data or for notifying other servers Pools which are based on custom connection types cannot be assigned to servers Removing the assignment of a pool to a server see also i Removing Assignments on page 112 The server ty
44. User Administration D User administration E p Users E Groups a 2 Board B External HumanResources 2 Marketing B Users Functional areas wr Websites 5 Default object rights 5 Administration rights naw Fig 43 Assignments of a group You can make the following assignments for a group or role The overview shows the icons for creating and removing assignments between the items Users From the list of stored users you can select which users are to belong to a certain group or role Functional areas The functional areas are used to deter mine which types of objects the users may add check out and check in and which dialog boxes and functions are available in the Content client If you assign functional areas to a group or role all users belonging to this group or role get the respective rights j Websites If you assign a group or role to a website the w wi respective users can access the objects of this website via the Content client The exact access rights depend on the group and role settings the assigned functional areas and the rights settings of the individual WCM objects e E Administrator Manual 147 Chapter 4 Default object rights For each group or role you can set Bi the default object rights for editing WCM objects These settings are used as default access rights when a group or role is added to the list of persons authorized to
45. Web servers In this overview you can enter the data of the web server installed on the hosts You can also enter the path to configuration files to be included in the collection of system data For collecting the system data click the Send system files button Firewalls In this overview you can enter for the respective hosts whether they are protected by a firewall For each firewall entered the incoming and outgoing connections are displayed Administrator Manual 357 Chapter 11 Functions of the System Overview The system overview offers you various functions for reading the data of your own or another WCM system saving the data or sending it by e mail e g to the Technical Support at Gauss Interprise AG Note Before sending information to the Technical Support use the Verification function to check whether the data is complete and plausible The functions are called via the toolbar The individual icons offer the following functions Table 19 Icons and functions in the System overview Icon Function in system overview 7 Read data from WCM system reads the configuration of the val WCM system To avoid time consuming load processes the display of the system overview is not refreshed automatically Use this icon to get an up to date overview of your WCM system e g after config uration changes 7 Read data from XML file reads the configuration of a xd WCM system f
46. a WebDAV client If a generated page contains a reference to another page for which no file can be found in the local file system this reference is automatically inter preted by WCM system as an external reference If a page is subse quently placed at the position in the file system to which the relative reference points the agent for resolving links transforms this external reference into an internal one In this way this reference like all other internal references is maintained as part of the automatic reference check by Livelink WCM Server and remains valid even when objects are for example moved The agent runs on the master Content server and works for all configured websites It is automatically assigned when a website is created It is not necessary to configure parameters If you remove the assignment of the agent to the master Content server the external references continue to exist and are not converted into internal references Such references cannot be included in the reference check of Livelink WCM Server Administrator Manual 295 Chapter 9 ContentMinerNotification This agent is automatically integrated in the WCM system when a Search server is installed or assigned to a WCM server It is used to synchronize calls between the Search server and Livelink WCM Server The agent automatically determines the necessary configuration from the settings of the Search server it is not necessary to configure parameters or
47. a pool This starts the wizard for adding pools see section Adding a Pool on page 162 The rele vant RDBMS must be installed and accessible m UTF 8 encoded content If characters that are not contained in the character set Latin 1 ISO 8859 1 are used in the content and meta data of the WCM objects you can select this check box to set the website to UTF 8 encoding i e Unicode This might for example be necessary for supporting Asian languages If you select this check box the following tag is inserted in the head element of the HTML page when the page is generated lt meta http equiv content type content text html1 charset UTF 8 gt When the WCM tags in the page content are replaced the characters will be UTF 8 encoded Only select this check box if you require Unicode support For Western European languages the Latin 1 character set is sufficient The content of the pages must also be UTF 8 encoded i e editor programs supporting Unicode must be used for creating and editing the object content 208 Livelink WCM Server Managing Websites Note The use of UTF 8 must be configured consistently for all components of the WCM system i e for the database the website and the web server Please note the general information on using Unicode with Livelink WCM Server in section Unicode with Livelink WCM Server on page 82 m Website extension for Livelink Select this check box if you want to use object
48. access an object in the Content client Administration rights Here you determine the rights of the group or role for the administration of the WCM system The different rights can be assigned individually In this way you can control precisely which settings the assigned users can view and what changes they can make In accor dance with the rights assigned the Admin client only displays those views and functions that the assigned users are entitled to use For example if the group or role does not have the right to view the configuration this view is hidden in the Admin client For an overview of all administration rights refer to table The individual administration rights on page 75 Note If a user has individual administration rights in addition to the administration rights due to the group or role membership the rights are added up Moreover all users have the administration rights of the prin cipal World see section Managing the Rights of the Principal World starting on page 150 148 Livelink WCM Server User Administration Deleting a Group or Role To remove a group or role from the user administration of your WCM system 1 Select User administration Groups or Roles 2 Mark the desired group or role in the tree on the left 3 Choose Delete group or Delete role on the context menu or click the corresponding icon Icon for deleting a group Icon for deleting a role A
49. adding a pool which is based on a custom connection type the localized name is displayed in the selection list Repositories Applications ConfigMessage _ properties ConfigMessage _ properties amp CHREPOSITORY_ internal name translated name Example amp C REPOSITORY_groups groups amp CHAPPLICATION_ internal name translated name Example amp CHAPPLICATION_ VipHCLApplication Content client Application Administrator Manual 125 Chapter 3 Item Name of properties file Format of the entry in properties file Functional FuncAreaMessage_ amp FA H internal areas properties name translated name Example amp FA ADVANCED Create advanced Object types Object TypeMessage_ internal name translated properties name Example HTML HTML page Attributes FieldNameMessage internal name translated and properties name properties Example created_by Author Note In the Admin client the internal names of the attributes and properties are displayed and the localized names are used in the Content client E mails in MailMessage_ amp MM internal case of properties name translated name status Example changes of amp MM EXPIRED_MAIL_SENT_TO_ RECEIVER_ 0 An e mail with all expired objects was sent to 0 WCM objects 126 Livelink WCM Server Working in the Admin Client To edit the properties files 1
50. and HTTP tunneling Os 48 Livelink WCM Server Concepts To improve security it is possible to use SSL Secure Socket Layer for both VIPP and HTTP tunneling This protects communication between the components of the WCM system from eavesdropping and falsification VIPP in combination with SSL HTTP tunneling in combination with SSL WCM component WCM component server client server client WCM Application Layer WCM Application Layer ll TCP IP LAN WAN Fig 6 Use of SSL for VIPP and HTTP tunneling LAN WAN ji For the connection to third party systems a number of different protocols are used m connections to the RDBMS proprietary protocols of the JDBC drivers connections to the LDAP directory service LDAP version 3 connections to Livelink proprietary Livelink protocol connections to the mail server SMTP connections to the HTTP servers HTTP protocol version 1 1 Administrator Manual 49 Chapter 2 Pools In a WCM system different connections are required for the following purposes data transmission between Livelink WCM Server and the RDBMS m communication between the servers and between clients and servers communication with an LDAP directory service communication with a Livelink system m connection to third party systems Usually it is quite time consuming to establish a connection This can be particularly inconvenie
51. and Versioning protocol supports Internet and group based working on the basis of standard Internet technologies Thanks to WebDAV users do not need a special client for creating WCM objects jointly editing them and managing them by means of WevDAV capable tools A WebDAV deployment system is required for using WebDAV This is a dynamic deployment system that does not process the pages statically when the WCM object is changed but dynamically updates them when the page is requested by a client For accessing objects with WebDAV capable clients a servlet is used Thus WebDAV deployment systems can only be installed on Content servers running in the context of a JSP engine or as a web application in an application server A WebDAV deployment system supplies the Edit view of the WCM objects For this reason the routing of the website must be config ured in such a way that the respective Content server has the Edit view see Routing Between the Servers on page 47 42 Livelink WCM Server Concepts The generated files are stored in a hierarchical file structure Each topic corresponds to a directory on the Content server s host computer A sepa rate file represents the content of the topic Only the content is processed in page generation any templates used are not included and WCM tags are not replaced InSite Editing deployment system This deployment system category provides the basis for editing and adding con
52. and application directory for master Content server If you create the new website with the option Minimum dynamic you can specify the base URL as well as the application name and application directory of the respective web application Base URL http wcmserver company example This URL is supplemented by the entry for the deployment system In case of a minimum dynamic installation the following URLs for 214 Livelink WCM Server Managing Websites accessing the data of the deployment systems may result For the Edit and QA views the directory name vipdyn is inserted Edit view http wcmserver company example application name vipdyn InternetSite_edit QA view http wcmserver company example application name vipdyn InternetSite_qa Production view http wcmserver company example application name InternetSite_prod m Application name only if an application server is used name of the web application under which the selected Content server runs in the application server The application name is specified during creation of the web application for the application server see Generating a Web Application Example wcm If you do not use an application server but work with a separate JSP engine such as ServletExec leave this line empty Application directory base directory for storing the pages generated for the WCM objects This entry is automatically supplemented by the name of the de
53. and are specified via the Content client Administrator Manual 67 Chapter 2 Functional Areas Via the functional areas you control which functions are available to the users in the Content client The functional areas perform two important tasks m They determine which types of objects the users may add check out and check in Some functional areas such as Basic are by default assigned to object types Only users that have the corresponding functional area can add check in and check out objects of this object type They determine which views and dialog boxes are available to the user in the Content client This way you can specify exactly which actions the user is allowed to perform For example the Access rights dialog box is only displayed if the user has the functional area Access rights dialog If users are not assigned this functional area via their group or role membership or a direct assignment they cannot view and edit the access rights of the WCM objects via the Content client Functional areas may be assigned to groups roles or individual users This is done in the User administration view of the Admin client Here you can also add functional areas For further information see section Managing Functional Areas starting on page 150 The default functional areas are assigned to the default object types In the Configuration view of the Admin client you can change these assign ments and
54. are accessed by means of a URL For this purpose an HTTP server that maps the deployment system directories to the relevant URLs must be installed on the computer hosting the master Content server In addition you will require a JSP engine for the Content client Alternately the master Content server can be executed as a web application in an application server For information on the configu ration of HTTP server JSP engine and application server refer to the Livelink WCM Server Installation Manual The windows for entering URL and directory for the master Content server differ depending on whether you create the website with the option Minimum or Minimum dynamic In the last dialog box of the wizard the information is supplemented by the names of the individual deployment systems At this point you only need to enter the basic component of URL and directory The resulting directory names and URLs are only suggestions and can be changed in a later step of this wizard Administrator Manual 211 Chapter 7 Notes m Once the website has been created it is no longer possible to change these settings To do this you would have to delete the deployment systems and add them again m If the website objects are to be edited with the Content client you must specify the fully qualified host name including domain in the base URL for the Edit and QA deployment systems Otherwise it is not possible to use the Content client to edit
55. areas are valid for that user That means that the rights are added up Default Settings for Object Rights In the Admin client you can define preset access rights for WCM objects for each user group and role These settings are called default object rights If one of these principals is added to the list of those authorized to access an object in the Content client these default settings are used as the initial settings for the access rights Default object rights are assigned via the user administration of the Admin client see Modifying User Assignments on page 140 and Modi fying the Assignments of a Group or Role on page 146 The access rights are part of the metadata of the WCM objects and can be set individually for each object The default object rights are only preset and can be edited at any time by users with the right Change rights Administrator Manual 71 Chapter 2 Thus changes to the default object rights of a principal in the Admin client do not result in changes to WCM objects The changed default object rights will be displayed as presettings the next time a principal is assigned Access Rights for the WCM Objects The access rights of an object are properties of the WCM objects and are part of the metadata Via the Content client you can allow access toa WCM object for groups roles and users and define the detailed access rights The default object rights of the principals defined in th
56. as default content Administrator Manual 307 Chapter 9 Was a file selected as the content for the new object In this case the content from the selected file will be inserted instead of the default content Is the template selected for the new object linked with default content in the agent s configuration The agent only inserts the default content in the new object if all the condi tions are satisfied If due to these conditions the new object cannot be linked with a default content an entry is written to the error log of the master Content server and the object is created without content Integrating and configuring the agent for default content 1 Select Configuration Server agents to integrate the agent in the WCM system see Integrating an Agent on page 284 Define a name for the agent e g InternetSite_DefaultContent Enter the following class name de gauss vip contentmanager server agents DefaultContentAgent 2 In the dialog box that follows select the website for which the agent is to act 3 In the same dialog box you assign templates of a website to WCM objects which serve as default content The OIDs of the WCM objects are used to identify the templates and default content In the following example the WCM object with OID 5 serves as default content for objects to which the template with OID 12 is assigned and the WCM object with OID 6 serves as default content for objects to
57. assign an attribute set The attributes managed in attribute sets may for example be the resolu tion of graphics integer the associated editor string or a copyright notice string Each WCM object is linked with an object type which means it possesses the attributes of the attribute set that has been assigned to the object type By means of WCM tags the values of these attributes can automatically be entered in the generated pages For further information on attributes and WCM tags refer to the Content Client User Manual To view the attribute sets available for a website select Configuration gt Websites website name Attribute sets The attribute sets for the default object types are added automatically during installation compound dynamic html image and other 234 Livelink WCM Server Managing Websites AQ Configuration cs Pools F Custom connection types A Servers y Websites E W Companyintranet W InternetSite Deployment systems amp Proxy Content servers amp Object types Attribute sets compound dynamic g html image other HE 0 E Fig 77 Default attribute sets The following functions are available to you a adding an attribute set to a website see Adding an Attribute Set on page 236 m displaying the settings of an attribute set adding and removing indi vidual attributes see Sett
58. be cancelled this differs from the actual import Select this check box to verify the data to be read during the import Start the import by clicking the Start button Notes The test import results are logged in the file name of master Content server _ website name _ time stamp log in the direc tory WCM installation directory log exportimport If errors occur when importing the website the new website may be created anyway In this case use the Admin client to manually delete the website see section Deleting a Website on page 245 Export and Import of Complete Websites via the Console To automate exports and imports of websites e g for backup purposes you can also control the Export Import Tool via the command line Information in the file export import conf xml Before the Export Import Tool is called the necessary parameters must be entered in the file export import conf xml This file is located in the subdirectory admin within the WCM installation directory The XML file consists of three main sections 1 lt vip connection gt parameters for the connection to the master Content server of the website 2 lt vip export import operation spec name export website gt information for exporting the website 3 lt vip export import operation spec name import website gt information for importing the website Administrator Manual 253 Chapter 7 The following table explains
59. can be read by all users access settings Read or Read Production for World or only by certain WCM users 4 If unlimited access to the object is not allowed the user must enter a user ID and password for access to the WCM system in a Login dialog box in the browser As an alternative to logging in via the browser the login information of the Windows operating system may also be used for authenti cating the user This is possible if you operate the WCM system ina Windows domain and use MS Internet Information Server as the web server and MS Internet Explorer as browser To enable this login procedure you must select the login method ntim in the settings of the Secure Access paths 5 After the login in the browser the Content server sends the user information to the Admin server of the WCM system This server checks the information and returns a login confirmation or rejection to the Content server Administrator Manual 79 Chapter 2 6 If the login of the user has been successful the pages can be displayed via the HTTP server and the user can view the object in the browser The following figure illustrates the procedure of checking accesses with Secure Access 1 Request a page from the HTTP server 2 Forward the request to the web server or JSP engine 3 Check the access settings of the requested object Ee 4 If necessary the user gets a Login dialog in the browser Sr i 5 User login to the WCM system
60. changed and the master Admin server cannot access a proxy Admin server the master server will try to transfer the changed configuration at defined intervals If this is not possible the configuration is synchronized automatically the next time the proxy Admin server is accessed Information on the transmission attempts 190 Livelink WCM Server Managing Servers is contained in the ConfigurationManager report which can be opened via System administration gt Active servers server name Reports Via proxy Admin servers If you do not use the proxy Admin server ina firewall scenario but as a second Admin server you can allow configura tion changes to be made via the proxy Admin server To do so assign the pool of the master Admin server to the proxy Admin server see section Assigning Pools to Servers on page 182 This proxy Admin server is now able to transfer changes made via a connected Admin client to the master Admin server The following functions are not available for an Admin client connected to a proxy Admin server m synchronizing configuration m deregistering proxy Admin servers m deploying resources Functions for proxy Admin servers The following functions are available for proxy Admin servers m registering proxy Admin servers see Registering a Proxy Admin Server on page 192 m synchronizing the configuration of master and proxy Admin servers after setting up additional Content or Search se
61. channels are available For information on the structure of a WCM system refer to section Scenarios for Setting up a WCM System starting on page 55 46 Livelink WCM Server Concepts Communication between the components of a WCM system is influenced by the following factors routing between the servers m the protocol used m the settings of the pools in which the connections are managed Due to the flexible system architecture of Livelink WCM Server a WCM system can be distributed over a LAN or WAN It might be neces sary to exactly control the communication between the components of the WCM system e g for integrating firewalls The following sections provide basic information on communication Routing Between the Servers Changes to the WCM objects are always saved by the master Content server This informs all connected proxy Content servers about the changes and sends them the changed data You can determine which Content server is to be informed by which other Content server about changes to this website and which data storage view is transferred In certain cases it may be advisable for example that the receiving Content server does not get the Edit view of the data with the largest data volume possible but only the Production view with the smallest data volume possible This applies for example if the proxy Content server is located outside a firewall and publishes the Production view of the websi
62. configure parameters Working with the agent for manual deployment The agent is started automatically when the assigned server starts You can also start the agent manually via System administration gt Active servers server name Agents see Assigned Agents on page 335 When the agent starts the graphical user interface opens on the computer hosting the assigned server 1 Log in to the server For this purpose click the following icon Li 2 Enter the user ID and password for accessing the server 3 Click a website in the drop down list After login the topics and pages of the selected website are displayed in a tree view in the agent window 4 Inthe Available deployment systems drop down list click one of the deployment systems available on this server 5 From the tree select the topic for which you want to generate the pages If the marked topic includes subtopics or subordinate objects these pages will also be regenerated 294 Livelink WCM Server Managing Agents and Utilities 6 Start the deployment for the selected topic and all child topics and pages by clicking the following icon a 7 If the deployment is complete you can close the graphical user inter face For this purpose click the following icon E LinkResolving The agent for resolving references is used to resolve relative references in generated pages This functionality is needed for example when adding objects using
63. configuring and administering the WCM system and managing the WCM user information The Admin client is available on all hosts on which a WCM system is installed It can also be installed separately on computers where there are no other components of Livelink WCM Server For more information refer to the Livelink WCM Server Installation Manual Alternately you can start the Admin client can as a web application without installing it locally see section Using the Admin Client as a Web Application on page 117 Logging In and Out The Administration server must be running before you start up the Admin client For certain configuration operations such as creating websites the other servers must also be running An installed Admin client is called by the file adminClient bat Windows oradminClient sh Unix These files are located in the subdirectory admin of the WCM installation directory To start an Admin client s web application open a browser and go to the URL of the web application s start page e g http wcmserver company example wemadminclient index html Immediately after installation the only user with administration rights is the one you entered during installation Administrator Manual 95 Chapter 3 Note If you are working with an LDAP system the WCM administrator must already be equipped with the mandatory attributes of the WCM object classes Only in that case the administrator is able to access t
64. content for your website thus allowing you to develop enterprise portals Furthermore the Portal Manager API forms the basis for personalizing websites You should consider it as a framework that helps you create web portals and web applications For detailed information on using the Portal Manager API refer to the Portal Manager API Programmer s Manual WCM WebServices Web Services are a technology for realizing distributed work over the Internet They allow the communication between programs written in different programming languages and running on different platforms via the standardized protocol SOAP Another great advantage of Web Services is the use of standard web formats and protocols XML HTTP and TCP IP WCM WebServices offers a WCM specific API that can be used indepen dently of the programming language Similar to the WCM Java API you can use Livelink WCM Server core functionality via this API The following is offered among other things all object data types know in the WCM system m accessing content and metadata of WCM objects availability of staging operations check out check in submit release direct release etc m performing complex search requests 54 Livelink WCM Server Concepts Quite a large number of programming languages are Web Services capable For example ASP NET C and Visual Basic can be used For detailed information on using WCM WebServices refer to the WCM WebServices Progra
65. creating a new website Administrator Manual 205 Chapter 7 Minimum The website is managed on exactly one master Content server on which three standard deployment systems one for Edit QA and Production each are installed For general information refer to section Minimum System on page 56 See Creating a Website with the Option Minimum or Minimum dynamic starting on page 207 a Minimum dynamic The website is installed on a master Content server The master Content server has dynamic deploy ment systems for the Edit and QA views and a standard deployment system for the Production view See Creating a Website with the Option Minimum or Minimum dynamic starting on page 207 a User defined In this type of installation you individually deter mine the parameters for the website such as assignments of proxy Content servers or deployment systems See Creating a Website with the Option User defined starting on page 218 Note Livelink WCM Server automatically checks whether enough Content servers and licenses for deployment systems are available for the different options If this is not the case the respective options are dimmed and the wizard indicates the reason 206 Livelink WCM Server Managing Websites Creating a Website with the Option Minimum or Minimum dynamic Select the desired option in the first dialog box of the new website wizard Minimum or Minimum dynamic
66. for communication with an LDAP directory service or for communication between the WCM servers If a connection is required it is taken from the respective pool After the data transfer the connection is returned to the pool Pools always combine connections of the same type e g connections to databases JDBC pools or connections between WCM servers WCM pools Portal A portal is a website that serves the user as a central point of access as a gate to certain Internet services A portal often offers topic specific and personalized offers and information Production view The Production view of Livelink WCM Server makes the released pages of a website available to the user By means of a web server these pages can be accessed in the Internet intranet or extranet Proxy server A proxy server is used to intercept requests from a client application e g a browser to one or more other servers If the proxy server can meet the request it sends the requested data back to the client Otherwise it forwards the request to the specified server In the context of Livelink WCM Server WCM servers of the category proxy do not have write access but only read access to the WCM objects or the configuration Changes to the WCM objects are only possible via the master Content server changes to the configuration of the WCM system are made only via the master Administration server See also Server category QA view The Q
67. for the global or class specific filter and click the Apply button Note Internally the tracing is activated when methods are entered or exited For this reason switching the tracing on and off may take effect with some delay Administrator Manual 333 Chapter 10 Functions for trace logs If trace logs exist the following functions are available to you via the context menu and the toolbar Send log by e mail sends the selected log by e mail The Send e mail dialog box opens In this dialog box you can enter the recipient s of the e mail The e mail address of the logged in administrator is automatically used as the sender Save log saves the selected log in text format in any directory on any drive m Delete log deletes the selected log This is only possible if I x tracing is switched off Update element data refreshes the display of the selected log This may be necessary to determine the current status during time consuming actions Actions in Progress Select System administration Active servers server name gt Actions in progress to get an overview of the actions that are currently being performed on a server This may be the release or creation of WCM objects for example System administration E Active servers A Admin E Master_Content Associated websites Ei Reports E Server logs i Trace logs 3S Actions in progress Anants
68. is one master Administration server and one or several master Content servers The master Administration server handles user administration and is responsible for configuration system administration and license manage ment The Administration server can be accessed using the Admin client of the WCM system The master Content server manages one or more websites Each website is assigned to exactly one master Content server Changes to the content and status of WCM objects can only be made on a master Content server The master Content server always has all data storage views Edit QA and Production In addition to the master Content server you can set up proxy Content servers in your WCM system which also provide access by way of deployment systems to the website data Unlike a master Content server however proxy Content servers merely have read only access to the content If website data is to be edited using a proxy Content server the proxy Content server consults the master Content server which locks the object from further write accesses and once editing is complete stores the changed objects in the data storage The master Content server then informs all proxy Content servers connected to the website that the WCM object has changed This ensures that your website content remains consistent The following diagram illustrates the tasks of the master and proxy Content servers ina WCM system Administrator Manual 33
69. least twice Thus it is possible to enter the password again If the user enters a wrong user ID name the browser must be closed and restarted before the user can log in again m When many users simultaneously access the pages of a protected directory this results in a high number of logins to the WCM system To process these logins many connections between the Content servers and the Admin server are required To avoid communication bottlenecks increase the maximum number of connections in the Admin server s pool To do so select Configuration Pools gt WCM gt Admin server name Connections tab By configuring a cookie timeout see above you can reduce the number of logins Administrator Manual 81 Chapter 2 m Secure Access also sets up connections to the following servers without using the pool mechanism m to the Content server running with Secure Access in the context of a JSP engine or as a web application in an application server Secure Access reads its configuration from this server to all Content servers for which Secure Access is active and which use the same profile parameter Web server in the Secure Access configuration Unicode with Livelink WCM Server Due to the growing internationalization of companies it has become necessary to publish websites not only in Western European languages but also in Eastern European and Asian languages This can be realized with the Unicode standard for dis
70. make further assignments for custom functional areas and object types see Object Type Settings on page 231 The following table shows the default functional areas available after the installation of the WCM system and their assignment to object types as well as functions and views in the Content client In some messages of the WCM system the internal names of the functional areas are used For this reason they are also listed in the table 68 Livelink WCM Server Table 2 Functional areas and object types Concepts Basic VIP Excel document GIF image HTML page JPEG image PDF document PNG image PowerPoint file Other Topic Compound object Word document XML document Advanced ADVANCED Frame Frame topic HTML template XML template Dynamic DYNAMIC Assembled object ASP page ASP template ASP topic CGI script Form template JavaS cript JSP page JSP template JSP topic PHP page PHP template PHP topic XSLT document XSLT template Form FORM Form instance Add check out and check in objects based on these object types Workflow WORKFLOW Workflow Assign workflows to objects remove work flow assignments Administrator Manual 69 Chapter 2 Functional area Default assignment to Allowed view or internal Name object type function in the Content client Livelink none View the Livelink meta LIVELINK data dia
71. of a Livelink user administration Livelink does not differ between groups and roles there are only groups If the exported website contains a group name which is already used for a role of the target system the import will not add the new group automatically The same applies to role names which exist as group names in the target system Prerequisites for Export and Import The two server agents WebsiteExport and Websitelmport are respon sible for exporting and importing websites Both agents are automatically set up when Livelink WCM Server is installed and are assigned to the master Content server The user who carries out the export or import must log in to the WCM system and must possess the following administration rights Administration rights required for export Access to configuration m Read access to user administration API 248 Livelink WCM Server Managing Websites Administration rights required for import Create modify delete configuration entry Create modify delete principal m Change assignment to website functional area Export and Import of Complete Websites via the Graphical User Interface Tip To ensure that the information on available websites JDBC pools and master Content server is available as soon as the graphical user interface starts enter the connection parameters for the master Content server in the configuration file export import conf xml in the direc
72. of a website on a server 1 Select System administration Active servers gt server name gt Associated websites 2 Mark the desired website in the right window pane 3 Choose Set website run level on the context menu or click the corre sponding icon w Icon for setting the run level of websites The Select new run level dialog box opens select new run level xj 6 Website inaccessible 7 Configuring website 8 Website read only 9 Deployment complete la 0 Website up cancel Help Fig 99 Changing the run level of a website 4 Mark the desired run level 5 Click the OK button For information on the individual run levels refer to table Website run levels on page 342 324 Livelink WCM Server System Administration Note If you change the run level of a website users should no longer access the website via the Content client You can get an overview of active users via System administration Registered users You can also log out users here Server Reports Select System administration Active servers server name gt Reports to open the reporting functions of Livelink WCM Server Compre hensive reports are available for each server They provide you with up to date information about actions in the WCM system These reports can be used to analyze and resolve problems Depending on the type and configuration of the server different report
73. operating companies have to rely on a scalable distributed plat form that caters to the many different capabilities of their employees and the demands of their target groups for intranet and Intemet solutions Livelink WCM Server enables companies to create publish and manage the entire spectrum of business relevant content and thereby ensures substantial optimization of company wide business processes The main features and advantages of Livelink WCM Server are described briefly below Easy Content Editing Livelink WCM Server offers several ways to edit website content m the Content client m InSite Editing for modifying objects directly in the website Content client The Content client offers editors graphics specialists or quality assur ance employees an intuitive user interface for editing website content Any desired applications can be used for editing content which means that authors can continue using their familiar tools and concentrate on their specific subject areas The Content client is a website in its own right and is based entirely on the WCM Java API The elements of the website are shown in a clearly arranged tree struc ture An integrated HTML editor with WYSIWYG view allows you to edit HTML documents even without separate applications The Content client allows authors to edit website content no matter where they may be access to the Content server on which a website is located is possible via LAN WAN
74. or the Internet Thanks to its extensive access control functions and communication encryption Livelink WCM Server guarantees protection for sensitive data 16 Livelink WCM Server Introduction InSite Editing InSite Editing makes it possible to change or add content directly in your website A simple click with the mouse during surfing in the Edit or QA view and according to the WCM rights context menus with the avail able edit functions are displayed This makes it considerably easier to edit content Convenient Administration The Admin client is provided for the configuration and administration of the content management system The Admin client serves as a single administration interface for all compo nents of Livelink WCM Server The components of a complex freely scal able content management system based on Livelink WCM Server are configured and managed by means of a graphical user interface Exten sive system administration functions assist you in monitoring actions and solving problems Scalable Company Wide Solution Livelink WCM Server has a scalable server architecture Websites are managed by a master Content server and can also be made available on any desired number of proxy Content servers This makes Livelink WCM Server ideally suited to globally distributed company wide solutions and firewall architectures As a Java implementation Livelink WCM Server is platform independent thus supporting mixed e
75. process There can be several WCM servers installed on a single host Administrator Manual 25 Chapter 2 One or more websites can be managed in a WCM system A website can be published for Internet intranet or extranet access The website objects that you manage with Livelink WCM Server HTML pages images JSP scripts etc are referred to as WCM objects The WCM objects are stored in a relational database such as Oracle or MS SQL Server In Livelink WCM Server the objects of the website pass through fixed stages editing quality assurance and publication for productive opera tion This process is called staging and applies to all objects managed with Livelink WCM Server Depending on the stage there are different views of the WCM objects For example there may be changes to an object that have not yet been submitted to QA and of course not yet released for productive operation The different views of the WCM objects are provided by the so called deployment systems They generate files e g HTML pages or JSP files from the WCM objects that are stored in the database The generated files can be displayed in a web browser The generated files are distributed to the file system of the Content servers on which the website is accessible From there they become visible for the user via an HTTP server Editing and quality assurance are carried out by means of the Content client Subsequently the objects are released for productive ope
76. reflects no statistics of nor has any validity for any existing company This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit http www openssl org and software developed by the Apache Software Foundation http www apache org Trademarks IXOS IXOS SOFTWARE AG SAP R 3 and SAP ArchiveLink are registered trademarks of SAP AG Microsoft Microsoft Windows NT and the names of further Microsoft products are registered trademarks of Microsoft Corporation Acrobat Reader Copyright 1987 Adobe Systems Incorporated All rights reserved Adobe and Acrobat are trademarks of Adobe Systems Incorporated which may be registered in certain jurisdictions Siebel isa registered trademark by Siebel Systems Inc Other product names are used only to identify the products and they may be registered trademarks of the relevant manufacturers Copyright 2006 Gauss Interprise AG Hamburg Gauss Interprise Inc Irvine California All rights reserved worldwide This document and the related software are property of Gauss Interprise AG or its suppliers and protected by copyright and other laws They are distributed under licenses restricting their use copying distribution and decompilation Neither receipt nor possession of this document confers or transfers any right to reproduce or disclose any part of the contents hereof No part of this document may be reproduced in any form by any means w
77. role membership the rights are added up Moreover all users have the administration rights of the prin cipal World see section Managing the Rights of the Principal World starting on page 150 Deleting a User To remove a user from the user administration of your WCM system 1 Select User administration gt Users 2 Mark the desired user in the tree on the left 3 Choose Delete user on the context menu or click the corresponding icon ey Icon for deleting a user 4 Confirm the security prompt by clicking the Yes button The deleted user can no longer log in to the WCM system If you only want to prevent a user from accessing the WCM system you can clear the WCM access check box in the user s settings Thus you do not need to delete the complete user entry Notes f you delete a user after you have added it to the access control list of a WCM object in the Content client the user is not automatically deleted from the list of authorized persons You must make the necessary changes manually 142 Livelink WCM Server User Administration As a result of deleting users there may be WCM objects that can no longer be accessed by any principal Choose Collect orphan objects on the Too s menu to assign such objects to a user A user with administration rights can only be deleted by users that have the right Change administration rights m If you delete an LDAP user the correspond
78. shown You can use the utility License expiration notification in the configuration to specify who is to be notified before the expiration of limited term licenses and when this person is to be notified see section Managing Utilities on page 310 To prevent misuse of the software licenses not limited by time are restricted to specific IP address ranges If you assign new IP addresses from different IP address ranges to your servers please contact Gauss Interprise AG well in advance to obtain license keys that are valid for the changed IP addresses During installation you specify the path to the license file that you received from Gauss Interprise AG You can also use the installation program to update your license see Livelink WCM Server Installation Manual 346 Livelink WCM Server System Administration Data Backup For security reasons the data of the WCM system must be archived at regular intervals The following data should be backed up m the databases of the RDBMS in which WCM objects deployment information and optionally user information are saved See Backing Up the Database on page 348 the complete WCM installation directory The configuration files in XML format are particularly important See Backing Up the WCM Configuration on page 349 optional the files in the directories of the deployment systems By default the files generated by the deployment systems are saved in the subdi
79. spec name import website gt Section with the information required for the import req website gt website lt vip req website gt Name of the website to be imported You can keep the old name of the exported website or give the imported website a new name req directory gt d wcm exp imp website lt vip req directory gt Path to the base directory of the imported website req pool gt DB_pool lt vip req pool gt JDBC pool for the database connection for storing the data for the imported website req master content server gt Edit lt vip req master content server gt Name of the server that is to act as the master Content server for the imported website test import gt false lt vip test import gt The test import checks whether problems are to be expected during the website import In this mode no data is written to the database If errors occur the import operation will not be cancelled this differs from the actual import true perform test import false no test import 256 Livelink WCM Server Managing Websites Starting the export from the command line 1 Open the prompt 2 Switch to the WCM installation directory and open the subdirectory admin 3 Enter exportwebsite bat This starts the Export Import Tool The information needed for export is read from the file export import conf xml Note The export results are logged in the file name of master Content server _ website name _
80. the Properties tab in the Metadata dialog box of the Content client Administrator Manual 237 Chapter 7 By means of WCM tags the values of these properties can be automati cally entered in the generated pages and for example queried when searching a website This would make it possible to show customers all their unpaid invoices for example Object categories also form the basis for assembled objects Content Assembly For information on properties WCM tags and assembled objects refer to the Content Client User Manual Immediately after the installation of Livelink WCM Server there are no object categories The following functions are available to you m adding an object category see Adding an Object Category on page 238 m adding properties to existing object categories or delete properties see Settings of Object Categories on page 239 m deleting an object category see Deleting an Object Category on page 240 Note If the proxy Content servers assigned to the respective website use separate data storages changes to object categories must also be saved there For this reason the system checks whether these proxy Content servers are available and whether the JDBC pools assigned can be used If this is not the case an error message is displayed and the changes to the object categories cannot be saved Adding an Object Category To add an object category 1 Select Configuration gt Websi
81. the entries in these three main sections that you must modify according to your system before the export or import Table 9 Entries in the export import conf xml file Line lt vip lt vip lt vip lt vip lt vip lt vip lt vip in the XML file Explanation connection gt Section for the connection parameters to the master Content server server host gt localhost lt vip server host gt The entry Localhost must be replaced with the name of the computer hosting the master Content server If the imported website is managed on a different master Content server this entry must be modified accordingly before the import server vipp gt 5004 lt vip server vipp gt VIPP port for the connection to the master Content server using the VIPP protocol server http gt 5005 lt vip server http gt Port for the HTTP connection to the master Content server secure gt false lt vip secure gt If the connection to the master Content server uses a secure connection SSL true must be entered here server user gt admin lt vip server user gt User ID of the user who performs the export or import This user must have the necessary administration rights see Prerequi sites for Export and Import on page 248 server password gt adminadmin lt vip server password gt Password of the user specified above 254 Livelink WCM Server Managing Websites Line in the XML file Explana
82. the following table For information on the individual website run levels refer to section Website Run Levels on page 341 The following table provides an overview of the server run levels 318 Livelink WCM Server System Administration Table 16 Server run levels 0 Server not available The server is not available 1 Connections closed 2 No users logged in 3 No agents running All communication connections are closed Database Livelink and LDAP connections as well as services are no longer avail able When changing to the next higher run level connection management is established No users are logged into the server When changing to the next higher run level user administration is activated All server agents are shut down Use of the WCM Java API is not possible until the next higher run level is reached When changing to the next higher run level all server agents start 6 Website inaccessible 6 Website inaccessible Administrator Manual 319 Chapter 10 No Name Description Possible website run levels 4 Single user All users except the adminis 6 Website mode trator who changes the run level inaccessible are logged out and can no longer 7 Configuring log in to the WCM system This website run level is especially designed 4 for maintenance work on the 8 Website read WCM system only When changing to run level 3 9
83. the servers to suit the situation in your network See also Communication Between the Components of a WCM System on page 46 You can set up distributed systems with proxy Content servers outside a firewall As with the Content servers it is also possible to set up proxy Adminis tration servers This is for example required if you use a highly distrib uted WCM system with several proxy Content servers Instead of establishing a connection to the master Admin server the servers can contact a proxy Admin server to request information on configuration user administration or licenses A proxy Admin server is also required for setting up a WCM system with proxy Content servers outside a firewall see Distributed System with Firewall on page 57 Content and Administration servers are set up using the WCM installation program For detailed information refer to the Livelink WCM Server Instal lation Manual Servers are managed in the Configuration view of the Admin client see chapter 6 Managing Servers Administrator Manual 35 Chapter 2 Deployment Deployment in a more general sense describes the distribution of data programs operations etc for any further processing needs In the context of Livelink WCM Server deployment is the task of making WCM objects available in the form of files in the file system of the Content servers From there they become visible for the user via an HTTP server Provided there is
84. to the Livelink WCM Server Installation Manual Overview of the Websites of a Server Select System administration Active servers server name gt Associated websites to obtain information about which websites are avail able on a Content server and which run levels the websites have System administration i Name Run level Kd E Active servers Companylntranet Website up 10 E A Admin a Master_Content i InternetSite Website up 10 yy Associated websites Ei Reports EE Server logs i Trace logs X Actions in progress Agents Fig 98 Overview of the websites of a server Run levels exist for servers and for websites The website run levels are based on the server run levels and are only available if the respective Content servers are in run level 4 Single user mode or 5 Server up If the run level of a Content server is further reduced the websites are also shut down automatically Here you can control the run level of a website separately for the selected server The website s run level on other Content servers remains unaf fected To change the website run level on all assigned servers select System administration Active websites see Website Run Levels on page 341 Administrator Manual 323 Chapter 10 Changing the run level on a specific server might for example be neces sary to stop the deployment on this server To change the run level
85. tory WCM installation directory log exportimport Administrator Manual 251 Chapter 7 Step 4 Specify parameters for the import exvort Import roor STE ort Website import Website Companyintranet Pool website_rdbms Master Content server Exportimport directory D iwemlexp imp Test import data check vj Fig 81 Information for importing a website On the Website import tab you can enter the following information for the import 252 Website name of the website to be imported You can keep the old name of the exported website if it is not used yet or enter a new name for the imported website Pool Select the JDBC pool for the database connection that you want to use for storing the data of the imported website Master Content server name of the connected master Content server see Step 2 Specify connection parameters on page 249 Export Import directory Enter the path to the base directory of the website to be imported If the Export Import Tool was started on the computer hosting the master Content server click the button to select the directory Otherwise enter the path manually Livelink WCM Server Managing Websites Test import data check The test import checks whether problems are to be expected during the website import In this mode no data is written to the database If errors occur the import operation will not
86. va L QA y Production va Based on this technology it is possible to set up a flexible and scalable WCM system You have the option of installing all data storage views and the respective deployment systems on a single host or you can set up a distributed system with several Content servers and install different types of deployment systems depending on the routing If you use Livelink WCM Server to manage different websites you can set up the deployment systems for these websites on one Content server e g the QA and Production deployment systems for the website Companyln tranet and the QA deployment system for the website InternetSite Thus three deployment systems are available on this proxy Content server A system of this kind is described in section Distributed System with Two Websites on page 62 The Deployment System Categories The category of a deployment system determines the way in which deployment jobs are processed The following categories exist m standard deployment system see the following section m dynamic deployment system see section Dynamic deployment system on page 40 m search engine deployment system see Search engine deployment system on page 42 38 Livelink WCM Server Concepts WebDAV deployment system see WebDAV deployment system on page 42 m InSite Editing deployment system see InSite Editing deployment system on page 43
87. website data only QA and Production deploy ment systems are possible For a WebDAV deployment system the respective server must have the Edit view m You may also create a new website without deployment systems However in this case the new website can neither be edited with the Content client nor can it be used for productive operation If you want users to edit the website with the Content client you must set up an Edit and a QA deployment system if a dynamic deployment system is used for the Content client an Edit deploy ment system is sufficient 4 Click the Change button to edit the settings for the deployment system in the Deployment systems of server dialog box or click the Remove button to delete it from the list 5 Confirm your entries for the deployment systems of an individual server by clicking the OK button Repeat the procedure described for each server The Deployment systems dialog box shows you an overview of all deployment systems configured 224 Livelink WCM Server Managing Websites new website x Deployment systems Here you can set the deployment systems for the individual WCM sh servers In the table row of the server to be configured click on the K E deployment system column to open the dialog for adding or creating a deployment system S y Server Deployment systems Master_Content Installed InternetSite_edit_ Internetsit Proxy Content 2 Installed InternetSite_Proxy
88. which the template with OID 14 is assigned 308 Livelink WCM Server Managing Agents and Utilities I x Parameter Select the website here for the agent and specify the K h desired assignments Website InternetSite v Mappings OID of the template OID of the default content few eae ae Fig 94 Configuring the agent for default content 4 Finish integrating the agent by clicking the Finish button 5 Assign the new agent to the master Content server of the selected website see Assigning an Agent to a Server on page 287 Notes In the settings for the agent on the Parameters tab you can enter addi tional OIDs of templates and default content at any time For the changes to take effect the agent must be restarted This is done in the System administration view see Assigned Agents on page 335 Administrator Manual 309 Chapter 9 Managing Utilities Similar to the server agents the utilities of Livelink WCM Server perform specific tasks such as deleting old website versions from the associated relational database Utilities are run as threads Threads are processes that can in multitasking environments be performed independently of and at the same time as other processes The utilities are automatically set up during the installation of Livelink WCM Server and are run by the WCM system at certain config urable intervals Unlike server agents you cann
89. would require too much storage space Thus the encoding UTF 8 only uses more than 8 bits for a char acter if necessary The UTF 8 standard can thus be used universally for all characters but only needs little more transmission capacity if the text mainly consists of ASCII characters For displaying UTF 8 encoded pages on the Internet the encoding of the pages must be specified in the source text of the document For HTML pages this is done by means of the tag lt meta http equiv content type content text html charset UTF 8 gt for JSP pages the page directive lt page contentType text html charset UTF 8 gt must be added Administrator Manual 83 Chapter 2 Configuring Livelink WCM Server for UTF 8 When planning your WCM system you should decide whether to always use the Latin 1 character set ISO 8859 1 or the Unicode character set UTF 8 encoding If you only use Western European languages on your website s you do not have to use Unicode Latin 1 is completely supported by all common web applications However if you require addi tional language support you should opt for UTF 8 right from the begin ning even if you do not need it until later The different components of the WCM system must be configured to use UTF 8 It is important that all components use the same encoding Other wise errors might occur when displaying HTML pages generating pages etc RDBMS When configuring the RDBMS you can det
90. you can specify additional properties of the deployment systems e g a URL for deleted objects See section Settings of Deployment Systems starting on page 276 Confirm by clicking the Next or Finish button Administrator Manual 217 Chapter 7 Creating a Website with the Option User defined If you chose the option User defined for creating a new website you must as for minimum installation first determine the website name specify the database connection used and assign an initial principal see Step 1 Specify Website Name and JDBC Pool on page 207 and Step 2 Assign a User Group or Role on page 210 You will then be asked whether you want to close the wizard or continue making specific entries for configuring the website If you close the wizard the website will merely be configured on the specified master Content server No proxy Content servers will be assigned and no deployment systems will be configured You can however do this subsequently in the Configuration view If you continue to create the website the next step is to specify the proxy Content servers on which the website is to be available Step 3 Assign Proxy Content Servers and Select Data Storage In the third step you select the proxy Content servers that you want to assign to the website Click the Add button to select the servers to be assigned to the new website from the list of available servers This opens the Selec
91. 1 Introduction This chapter gives you an introduction to the functionality of Livelink Web Content Management Server Livelink WCM Server for short It also provides a brief overview of the structure of this documentation What Livelink WCM Server Has to Offer Many companies today have a number of intranet extranet and Internet environments with specific focuses This involves managing content for a wide variety of target groups employees subsidiaries business associ ates or customers An efficient content management system in the company makes it possible to equip users with the rights and tools they need to provide such content and at the same time ensure control of the content Livelink WCM Server enables you to implement sophisticated intranet and Internet solutions The content is managed in the form of complex websites Livelink WCM Server includes other products for creating and managing dynamic and personalized websites Together with other WCM components such as the Portal Manager API Livelink WCM Server ensures the provision of static and dynamic content in enterprise portals intranet and Internet solutions Livelink WCM Server coordinates the tasks of compiling and distributing company relevant content and covers its entire life cycle from content creation through quality assurance versioning and publication in the intranet or Internet and ultimately archiving Administrator Manual 15 Chapter 1 Globally
92. 2 Proxy_Content 3 Installed InternetSite_Proxy3 Proxy_Content 1 installed InternetSite_Proxy1 ea _ oe J Fig 73 Overview of existing deployment systems 6 Confirm your entries for the deployment systems by clicking the Next button Step 6 Finish Creating the Website The next dialog box Summary draws attention to possible sources of errors e g if no deployment systems were added to the website You can now finish creating the new website by clicking the Finish button The proxy Content servers will be assigned and the deployment systems will be configured in accordance with your entries The master Admin server informs the assigned Content servers about the configuration changes and transfers the new configuration data Directories for the deployment systems are created on the specified computers for subse quent distribution of the website data Administrator Manual 225 Chapter 7 You can administer the new website in the Configuration view Configuring websites involves m general settings see section General Website Settings on page 226 m assignments see table Assignments of websites on page 202 In the User administration view you can assign users groups and roles to the website thus granting them access to the website see section Website Assignments on page 156 General Website Settings To view the general settings of a website select the webs
93. 47 Livelink WCM Server Chapter 11 System Overview Information in the System Overview Functions of the System Overview Glossary Index Administrator Manual 353 354 358 365 375 List of Figures Fig 1 Simplified WCM system and its environment 27 Fig 2 The staging of Livelink WCM Server 30 Fig 3 Example workflow in Livelink WCM Server 31 Fig 4 WCM system consisting of master and proxy Content servers 34 Fig 5 Communication via VIPP and HTTP tunneling 48 Fig 6 Use of SSL for VIPP and HTTP tunneling 49 Fig 7 Structure of a minimum system 56 Fig 8 Distributed WCM system with firewall 59 Fig 9 Distributed WCM system with separate databases 61 Fig 10 WCM system with two websites 64 Fig 11 Access rights for Edit QA and Production 73 Fig 12 Overview of Secure Access 80 Fig 13 Configuring the JDBC pool for WebDAV 89 Fig 14 Configuring multiple JDBC pools for WebDAV 90 Fig 15 Logging in to the Admin client 96 Fig 16 The user interface of the Admin client 98 Fig 17 Icons available for a selected website 100 Fig 18 Icons available for InternetSite gt Proxy Content servers 100 Fig 19 Context menus for a selected website and for InternetSite gt Proxy Content servers 101 Fig 20 Menu commands and keyboard shortcuts 102 Fig 21 Website list 103 Fig 22 Filter criteria for displaying users 105 Fig 23 Adding an item via
94. 5 for external references OK Required Editing After the Import Due to the modification of the OIDs of the imported WCM objects and the adoption of the templates and the access control lists from the source website the target website might have to be edited after a successful import Please check the following m References to objects outside the exported subtree are written to the so called correction list file extension cl The correction list contains the OIDs that the WCM objects had in the source website The import log lists the new OIDs of the objects Note the new OID and edit or delete references that have become invalid in the target website Administrator Manual 269 Chapter 7 If you want to use different templates for the imported WCM objects you can refer to the file export xml to see which template was used for which WCM object of the source website Find the new OIDs of the objects in the import log and assign them the desired templates in the target website m If names were changed when merging the information on object types attribute sets and object categories of both websites please check whether this affects the target website See also Merging the Structural Information of Source and Target Website on page 261 m When adopting access control lists ACL in the target website the system does not check whether the assigned principals exist in the target system If necessary you must edit the a
95. 7 Administrator Manual 301 Chapter 9 LivelinkFolderSynchronization This agent automatically synchronizes a topic of a WCM managed website with a Livelink folder including subfolders It ensures that all changes in the Livelink folder are automatically transferred to the website If users add delete or modify items in the watched Livelink folder the agent performs the corresponding actions in the assigned website topic and releases the changed or new objects Thus the WCM objects in the topic are no longer subject to the workflow or staging of Livelink WCM Server You cannot manually change the WCM objects when the agent is running The agent adds objects of type Livelink relator This agent is supplied with Livelink WCM Server as a file named LivelinkFolderMirrorAgent jar This file is located in the livelink directory on the WCM CD If you want to use the LivelinkFolderSynchroni zation agent copy this file to the directory WCM installation directory external_lib on the server on which you want the agent to run After that you must manually integrate the agent in the WCM system see the following sections and assign it to the desired server Integrating the LivelinkFolderSynchronization agent Select Configuration gt Server agents to integrate the agent in the WCM system see Integrating an Agent on page 284 Define a name for the agent e g LivelinkSynchronization Enter the following class name
96. A view of Livelink WCM Server is used for quality assurance of the objects and thus of the website content This view thus performs the control function between editing in the Edit view and publication in the Production view RDBMS Relational database management system A DBMS in which relations between data records from individual databases can be used In 370 Livelink WCM Server Glossary contrast to an RDBMS there are also object oriented and object relational DBMS Relator Due to the integration of web content management and Livelink you can add Livelink objects as WCM objects in a WCM managed website These WCM objects are called relators They always refer to a certain version of a Livelink object For integrating a single Livelink object the WCM system provides the object type Livelink relator For integrating Livelink folders the WCM object type Livelink folder relator is provided Role Collection of users similar to a user group for which specific access rights can be defined The user role is usually defined in terms of tasks whereas user groups are generally tied to organizational units such as departments or projects Search server The combination of Index and Query system in Livelink WCM Server is called Search server Each Search server is assigned to exactly one WCM server It is however possible to assign more than one Search server to a WCM server Server category In a WCM sy
97. Admin client you are assisted by wizards messages and an online help Wizards The wizards start automatically when you select a relevant function such as creating a new website The wizard guides you through the process step by step Online help The online help of the Admin client is implemented as context sensitive Java help The help window for the relevant topic opens depending on the view or dialog box you are currently working in You can call the help in various ways with the Help button in the right window pane m with the question mark in the toolbar 7 from the context menu If you choose Help topics on the Help menu the start page of the help opens regardless of the current context Messages of the Admin client The Admin client displays message boxes if m you attempt to perform actions that are not possible for certain items certain actions involve a restart of the client or the server m changes do not take effect until the next time users log in 128 Livelink WCM Server Working in the Admin Client Error messages are shown in an information window that contains a Details button Clicking this button displays the detailed error messages of the Java Virtual Machine Please copy this error information into a file if you intend to contact Technical Support of Gauss Interprise AG Errors of the Admin client are also logged in the files adminclient_out log and adminclient_error log tmp Both these
98. CM pool is not used The settings of a special WCM pool are valid for the connections in one communication direction from the communication client which establishes the connection to the communication server which accepts the connection If special settings are also to apply for establishing connections in the opposite direction you must add a second special WCM pool with exchanged client and server roles The special WCM pool must be assigned to the communication client Administrator Manual 163 Chapter 5 User defined pool A new pool on the basis of a custom connection type is for example necessary for integrating the WCM system with third party systems To add such a pool you must first set up the respective connection type see section Adding a Custom Connec tion Type on page 168 Starting the wizard for new pools When adding a pool you are supported by a wizard To start the wizard 1 Select Configuration Pools 2 Choose New pool on the context menu or click the corresponding icon PA Icon for adding a pool 3 Follow the instructions given by the wizard that guides you through the installation The individual steps of the wizard are described in more detail in the online help of the Admin client Pool Settings To view or edit the settings of a pool 1 Select Configuration Pools connection type 2 Mark the desired pool in the tree on the left In the right window pane the setting
99. Chapter 2 Write access to the objects in one or more websites Master Content Server Master Administration Server Configuration changes Request for change User administration Configuration and system administration License administration Any desired number of proxy Content servers Read access to the objects in one or more websites Fig 4 WCM system consisting of master and proxy Content servers Using proxy Content servers has several advantages Different views of a website Edit QA and Production can be distributed to different proxy Content servers The workload in the WCM system can be distributed among several Content servers The only tasks left to the master Content server are to change the data and to notify the connected Content servers of the changes This notification is bound to the website If you manage a number of websites in your WCM system then for any change made to a website only the relevant proxy Content servers for that website will be notified m Since changes to website content can only be made on the master server consistency of the content is guaranteed 34 Livelink WCM Server Concepts Data transfer between the Content servers is optimized by Livelink WCM Server This reduces the data volume to be trans ferred allowing you to connect systems that only have access to a slow communication connection Also you can adapt the communi cation between
100. Chapter 3 Working in the Admin Client explains the general struc ture of the Admin client and constantly recurring workflows such as creating assignments Chapter 4 User Administration describes the user administration functions Chapter 5 Managing Pools and Connection Types explains the configuration and administration of pools and connection types Chapter 6 Managing Servers explains the configuration of WCM servers Chapter 7 Managing Websites describes how to create and manage websites and associated elements such as object types or object categories Chapter 8 Managing Deployment Systems outlines the creation and administration of deployment systems Chapter 9 Managing Agents and Utilities describes how to integrate and use agents and how to use utilities Chapter 10 System Administration explains system administration functions such as setting run levels of servers and websites or report and tracing functions Chapter 11 System Overview describes the function of the system overview which offers you a clear summary of the structure and components of your WCM system Administrator Manual 21 Chapter 1 Typographic Conventions The following conventions are used in the text to draw attention to program elements etc Element Program interface such as menu commands windows dialog boxes field and button names Font or symbol Menu
101. Chapter 5 Managing Pools and Connection Types 159 Adding a Pool 162 Pool Settings 164 Deleting a Pool 167 Adding a Custom Connection Type 168 Connection Types Settings 168 Deleting a Custom Connection Type 170 Chapter 6 Managing Servers 173 General Server Settings 176 Websites Assigned to Servers 177 Deployment Systems of a Server 180 Assigning Pools to Servers 182 Assigning Agents to Servers 184 Services Available on a Server 186 Managing Paths for Secure Access 186 Managing Proxy Admin Servers 189 Deleting Servers from the Configuration 197 Administrator Manual 5 Chapter 7 Chapter 8 Chapter 9 Chapter 10 Managing Websites Creating a New Website General Website Settings Deployment Systems of a Website Proxy Content Servers Assigned to a Website Managing Object Types of Websites Managing Attribute Sets of Websites Managing Object Categories of Websites Assigning Converters to Websites Reassigning Orphan Objects Deleting a Website Exporting and Importing Websites Managing Deployment Systems Adding a Deployment System Settings of Deployment Systems Deleting a Deployment System Managing Agents and Utilities Managing Server Agents Managing Utilities System Administration Administering Active Servers Managing Logged in Users Managing Active Websites Managing Licenses Data Backup 201 204 226 227 228 229 234 237 240 243 245 246 273 275 276 278 281 282 310 315 317 339 341 344 3
102. Firewall The WCM system consists of a master Admin server a master Content server and a proxy Content server behind the firewall i e within the corporate network The proxy Content server within the corporate network runs in the context of a JSP engine or as a web application in an applica tion server It is used for editing and quality assurance of the WCM objects by means of the Content client For this reason two deployment systems for the website InternetSite are installed on this server Outside the firewall outside the company network there is a proxy Content server on which the Production view of the website is published and a proxy Admin server This proxy Admin server is needed by the proxy Content server for loading the server configuration on startup logging in users to the WCM system and checking the license The proxy servers outside the firewall use a separate database Administrator Manual 57 Chapter 2 All changes to WCM objects are made in the master data storage via the master Content server Changed WCM objects and notifications of changes are sent by the master Content server to the proxy Content servers The master Admin server informs the proxy Admin server about configura tion changes and transmits the changed configuration data The proxy Admin server stores the configuration data in the form of XML files in the local file system Changes to the configuration are not possible on the proxy Admin ser
103. In the directory WCM installation directory config resource on the computer of the Admin server select the properties files you want to change If you want to translate texts for the English user interface select the respective properties file with the extension _en properties e g ConfigMessage_en properties The respective German files have the extension _de properties Add the entries for the user defined items in the format described to the properties file For example if you have added a functional area Images add the entry amp FA Images Create images to the file FuncAreaMessage_en properties for the English user interface Note In the properties files special characters must be repre sented as Unicode e g uOOf6 for 6 For further information on Unicode refer to http Awww unicode org For replacing the special characters in the properties files you can also use the program native2ascii exe which is located in the directory Java SDK directory bin Call the program with the following syntax native2ascii exe name of the source file gt name of the target file Inthe Admin client choose Deploy resources on the Tools menu The changed properties files from the directory WCM installation directory config resource are distributed to the other local resources directories and the other WCM servers Administrator Manual 127 Chapter 3 Help on the Admin Client When working in the
104. L getUserProfile Leav 12 49 28 708 SystemHandlerlmpl changeClassFilterSettin 12 49 28 708 SystemHandlerimpl changeClassFilterSettin i Admin_trace log tmp X Actions in progress 5 Agents 12 49 28 708 SystemService executeServiced Leaving met Master_Content 12 49 28 718 SystemService executeServiced Entering me T Registered users 12 49 28 718 SystemHandlerlmpl setAcceptClasses0 Ent y Active websites A 12 49 28 718 SystemHandlerlmpl setAcceptClasses Ba amp Licenses 12 49 28 718 MasterContextList MCL getUserProfile Ente gt Q Search servers 12 49 28 718 MasterContextList MCL getUserProfile id B 12 49 28 718 MasterContextList MCL getUserProfile found 12 49 28 718 MasterContextList MCL getUserProfile Leav 12 49 28 718 SystemHandlerimpl setAcceptClassesd loc 12 49 28 718 SystemHandlerlmpl setAcceptClassesd Leg 12 49 28 718 SystemService executeServiced Leaving met 12 49 29 068 SystemService executeServiced Entering mel Fig 102 Trace log of a server The log is saved with the file name server name _trace log in the subdirectory trace of the WCM installation directory If the log file becomes larger than 10 MB the file is copied file extension tmp and a new log file is created If this one also becomes larger than 10 MB the first log file is deleted Afterwards a new file is created whenever the limit of 10 MB is exceeded To switch off tracing again clear the check box
105. Pools ContentMinerNotification t m Custom connactionypas ExpirationNotification E Servers a E Admin 4 LinkResolving Master_Content ReleaseNotification E7 Websites WebsiteExport _ Deployment systems i Websitelmport E Pools Agents Services a Secure Access assigned paths Gj Applications Fig 57 Overview of the agents of a server The following functions are available to you on the context menu or the toolbar Assigning an agent to a server see Creating Assignments on page 109 m a Removing the assignment of an agent to a server see also amp Removing Assignments on page 112 For an overview of the status of the agents assigned to a server select System administration Active servers server name Agents Here you can start and stop the agents individually and regardless of the server run level See Assigned Agents on page 335 Administrator Manual 185 Chapter 6 Services Available on a Server Select Configuration Servers server name Services for a list of the services available on the selected server These services may be used indirectly by means of the functions of the WCM Java API In the Admin client the services are displayed but cannot be added changed or deleted Managing Paths for Secure Access The deployment systems of a Content server generate HTML files JSP pages etc from the WCM objects and stor
106. Server System Administration Administering Active Servers Select System administration Active servers to display an overview of the servers currently active In the right window pane the currently running servers will be displayed with their names and run levels If an error occurs while retrieving the run level the message Server not avail able and the corresponding error message will be displayed System administration Name Run level Active servers Admin Server up 5 gt Registered users y Active websites amp Licenses fe Search servers a aE Master_Content Server up 5 Proxy_Content Server up 5 4 Fig 97 Overview of active servers If you select one of the active servers in the tree the settings for this server name type port connections etc and the server s current run level are displayed You can set the run level here or restart the server and the assigned website s see Server Run Levels on page 318 If you expand one of the servers in the tree you see the other items of the server administration The following functions are available listing Associated websites with the option of setting the run level for the website s see Overview of the Websites of a Server on page 323 m viewing Reports saving them or sending them by e mail see Server Reports on page 325 m viewing Server logs with messages and errors sa
107. The active view is displayed in the title bar Administrator Manual 99 Chapter 3 Important The number of tabs and functions displayed depends on the administration rights you have The administration rights are included in the assignment of users groups and roles For an overview of the indi vidual administration rights and the respective functions refer to section Access Rights for the Admin Client on page 75 Selecting Functions There are different ways of selecting functions in the Admin client from the toolbar m from the context menu from the menu bar The toolbar Depending on the current view e g Configuration and item e g Websites InternetSite the toolbar contains all the functions that are available for this main item If you choose one of the subitems e g Configuration gt Websites InternetSite Proxy Content servers the toolbar icons for the unavailable functions become dimmed and inactive wweevae coo Fig 17 Icons available for a selected website eva ee oo Fig 18 Icons available for InternetSite gt Proxy Content servers 100 Livelink WCM Server Working in the Admin Client The context menu All functions that you can select from the toolbar are also available from the context menu Simply mark the desired item then right click on it Like the toolbar the context menu offers only those commands which are avail able for the current item N
108. a SDK versions wor WCM versions all Summary So Web servers Firewalls Fig 110 The system overview items A tree like view displays the items of the WCM system on which informa tion is available see section Information in the System Overview starting on page 354 By means of the system overview functions available via the context menu or the toolbar you can write the data retrieved for the WCM system to an XML file send system files by e mail or check the data for plausibility See section Functions of the System Overview starting on page 358 Information in the System Overview When you select one of the items in the tree the associated data is retrieved and displayed in a graphical overview in the right window pane The components of the WCM system are displayed on the basis of the computers on which the components are installed 354 Livelink WCM Server System Overview When calling the system overview for the first time after starting the Admin client the current data is retrieved from the WCM system However the overview will not be updated automatically to avoid time consuming load processes in the case of large systems To display the current status e g after configuration changes use the command Read data from WCM system from the context menu or click the appropriate icon in the toolbar Afterwards refresh the view Icon for reading the data from the WCM system iy Icon for refreshin
109. abase will not be removed The deployment systems of the server are deleted m If the server is part of the notification chain of a website routing settings of the website it is removed from the chain Afterwards the system tries to close the chain in order to prevent communication gaps The global WCM pool of the server is deleted and removed from the assignments of the other servers All assignments containing this pool are removed All assignments containing this server are removed Backup copy of the configuration files Before the server information is deleted from the configuration files a backup copy of the directory WCM installation directory config is created The copied directory has the name config_YYYY MM DD_HH MN SS When a server is deleted only the configuration files are modified but no changes are made in the database Thus you can use the backup copy to restore the state before the deletion of the server For this purpose copy the files from the backup config directory to the directory WCM installation directory config All changes to the configura tion that you performed after deleting the server will be lost Note After overwriting the configuration files all servers must be restarted so that the configuration data can be read 198 Livelink WCM Server Managing Servers Performing the deletion of a server To delete a server from the configuration of the WCM system
110. ager report 327 monitor 344 link format 275 Livelink agent for folder synchronization 302 connection type for pools 160 new pool for Livelink system 162 Livelink pools 160 161 Livelink user administration in general 45 Livelink WCM Server configuration for UTF 8 overview 84 introduction 15 server concept 32 staging 29 Unicode 82 Livelink WCM Server workflow 30 LivelinkFolderSynchronization 302 LivelinkObjectHandler report 328 LivelinkSystemManager report 328 localization 123 log in and out of the Admin client 95 log out user 340 logged in users information 339 monitor 339 overview in ContextList report 327 login 95 login information 97 logs 329 Admin client 129 deployment 329 WCM servers 329 Look and feel for Admin client 117 M maintenance 320 manage active servers 317 active websites 341 agents 282 attribute sets 234 deployment systems 273 functional areas 150 groups and roles 143 licenses 344 logged in users 339 object categories 237 object types 229 other WCM products 115 pools and connection types 159 server agents 282 servers 173 users 136 utilities 310 Administrator Manual Index websites 201 manual deployment 294 mark items 103 master Administration server in general 33 master Content server in general 33 website 208 match configuration of master and proxy Admin 194 Livelink folder with WCM system 302 memory information in system overview 357 menu bar 101 minimum configura
111. al area Change administration rights Edit the administration rights of principals Includes the right Access to user administration Access to configuration Read access to the configuration of the WCM system The Configuration view is only displayed if the user has this right Change configuration entry Edit items in the Configuration view including assignments between the elements e g assign ment of pools to servers Includes the right Access to configuration Note Users who are not granted this right can nevertheless change the elements Object types Attribute sets Object categories and Converters under Websites if they have the rights Website administration and Access to configuration 76 Livelink WCM Server Concepts Right Possible actions Create modify delete configuration entry Add edit and delete items in the Configuration view e g websites or deployment systems Includes the rights Change configuration entry and Access to configuration Access to system administration Read access to system administration and system overview The System administration and System overview views are only displayed if the user has this right Change system status Log out users change run levels of servers and websites abort actions in progress on a server and use commands in the Too s menu Includes the right Access to syst
112. alog box click the Node radio button and enter objecttypes as the name Brewnode x Node Parameter Name lobjecttypes Cancel Help Fig 88 Adding a node to the FileLabeling agent 4 Click the OK button The node is added below Parameters It automatically acquires a parameter objecttypes1 FileLabeling amp Servers E Parameters E objecttypes objecttypes1 Fig 89 The node objecttypes Administrator Manual 299 Chapter 9 5 Mark the parameter objecttypes1 The settings for the parameter are displayed in the right window pane 6 Under Value enter the internal name of the object type for which the agent is to act e g CGI 7 Click the Apply button If you want to use the agent for several object types add uniquely numbered additional parameters e g objecttypes2 and objecttypes3 to the node objecttypes Enter the internal name of the object type as Value Specifying log options for the FileLabeling agent The agent can log all actions that it performs on files You can make settings for this function in the configuration If these settings are not present the agent s actions are executed but not logged To activate the log function you must add the parameters listed in the table below to the agent s configuration Important These parameters must not be added below the node objecttypes but must b
113. als displayed By using the search fields you can quickly find a specific principal see Using Filter Functions on page 104 Use the arrow icons to scroll through long lists You can specify the number of items displayed in the configuration of the Admin client see section General Settings of the Admin Client on page 116 4 Click the OK button Administrator Manual 111 Chapter 3 Removing Assignments To remove the assignment between two items e g between a group and a user 1 Open the assignments for one of the two items e g the group Marketing Users Mark the desired assignment in the tree on the left in our example The right window pane shows the users belonging to the group In the right window pane right click the desired user Choose the command for removing the assignment on the context menu in this case Remove user assignment WCM Server Administration Admin User administration Program View Tools Help D User administration Users B Groups F F F B Board B DefaultGroup B External HumanResources B Marketing B Users a Functional areas wW Websites Default object rights Administration rights B OfficeManagement B ResearchDevelopment Sales B Trainee B Training 2 WebsiteAdmin User administration _ Remove
114. also a JSP engine available on the HTTP server machines the objects of the website can be edited with the Content client The deployment for the WCM system has two main tasks 36 generating pages for the WCM objects Deployment systems can be installed on every Content server A specific type of deployment system Edit QA or Production is responsible for each view of the website data The deployment systems generate pages for the WCM objects and distribute these files to the file system of the corre sponding Content servers In the generation process they have to perform such important functions as determining the storage location for the generated page replacing references and generating hyper links Depending on their category deployment systems also fulfill tasks such as combining content and template replacing WCM tags statification and preparing the pages for the functionality of the Content client Note For detailed information on page generation refer to the Content Client User Manual notification in case of changes The deployment inform the Content servers about changes to WCM objects creation of websites etc Livelink WCM Server Concepts A deployment system is characterized by various criteria the Content server on which it is installed m the website for which it generates pages m the type corresponding to the staging concept of Livelink WCM Server Edit QA and Production m the category
115. alue of the default parameter 88 Livelink WCM Server Concepts ee WCM Server Administration Admin Configuration Program View Tools Help F ra Iy Repositories i ClickStreamRepository Bf default groups i amp InternetSite_edit 4 gt WwebsiteData Gh InternetSite_prod InternetSite_gqs LivelinkObjectRepository LivelinkUserRepository Sh roles Gh users VipDAVLockRepository g Applications Parameters max records store VIPDAV_LOCKSTORE poolname default converter Reset Her Configuration Dea eee ee Fig 13 Configuring the JDBC pool for WebDAV The JDBC pool you enter in the default parameter is used by all according Content servers for accessing the database If the Content servers access separate databases you must configure the respective JDBC pools To do so add a node named server below store gt VIPDAV_LOCKSTORE gt poolname Below this node add parameters for the individual servers The parameter name corresponds to the server name the parameter value is the name of the respective pool Administrator Manual 89 Chapter 2 ES Repositories Gh ClickStreamRepository Sh groups Gh InternetSite_edit J InternetSite_prod InternetSite_qs LivelinkObjectRepository Livelin
116. an assign new templates in the target website See also Required Editing After the Import on page 269 260 Livelink WCM Server Managing Websites m ACL You can adopt the access control lists ACLs of the exported WCM objects in the target website During the import the system does not check whether the assigned principals exist in the target system Alternately you can use the parameter lt vip inherit acl gt in the configuration file subtree exp imp conf xml to determine that the ACL of the parent topic start topic of the import is to be used for the imported WCM objects Log Optionally the log of the WCM objects can be exported parameter lt vip exp protocol1 gt in the configuration file Indepen dent of this parameter the log of the imported WCM objects contains a note on the import Versions of the exported and imported WCM objects The latest released version Production view of the website data is exported After the import the WCM objects get the version number 0 0 1 and are in the state changed Distributed data storages If proxy Content servers with a separate data storage exist in your WCM system these separate data stor ages are also updated during the import and synchronized with the master Content server Merging the Structural Information of Source and Target Website In the case of an export and import of subtrees the structural information of the two websites might be different
117. asks 36 DeploymentAdapter report 327 DeplyomentForwardThread report 327 DeplyomentSystemHandler report 327 deregister proxy Admin server 195 directory minimum configuration for new website 211 DisplacingObjectCache report 327 distribute Admin client applet 118 Java Web Start 119 dynamic deployment 40 E Edit view 29 e mail settings servers 176 encoding 84 208 in general 83 error logs 329 Livelink WCM Server error messages 129 Admin client 129 expiration interval set 177 ExpirationNotification 290 configure e mails 290 export complete websites 247 complete websites console 253 logging 268 parameters for subtree export 264 parameters for website export console 253 parameters for website export GUI 250 website subtrees 258 websites in general 246 export import conf xml 253 F file labeling 298 filter functions 104 firewalls information in system overview 357 scenario 57 folder synchronize Livelink folder with WCM system 302 functional areas assign 154 assign to object type 232 delete 155 in general 68 manage 150 new 152 settings 153 translate names 123 functions attribute sets 235 connection types 160 Administrator Manual Index converter 242 deployment systems 274 object types 230 pools 161 servers 173 system administration 315 system overview 358 user administration 132 users 136 websites 201 G global WCM pools 161 in general 52 groups administration rights 147 as
118. assign it to a server WebsiteExport and Websitelmport These two agents are responsible for exporting and importing websites They are automatically assigned to the master Content server when a website is created The export or import process is controlled by an external Export Import Tool that is started separately For detailed information see section Exporting and Importing Websites starting on page 246 Automatic Conversion This agent controls the automatic conversion of objects and thus fulfills the same task as the Convert function in the Content client The imple mentation of this function via a server agent is in particular designed for converting objects managed by means of external clients such as a WebDAV client The agent for automatic conversion is supplied with Livelink WCM Server However it is neither set up automatically nor assigned to a server If you want to use this agent you must manually integrate it in the WCM system Integrating and configuring the agent for automatic conversion 1 Select Configuration gt Server agents to integrate the agent in the WCM system see Integrating an Agent on page 284 Define a name for the agent e g AutomaticConversion 296 Livelink WCM Server Managing Agents and Utilities Enter the following class name de gauss vip contentmanager server agents ConvertContentAgent In the dialog box that follows select the website for which the agent i
119. ata of the proxy Admin server These entries must be identical to the configuration of the proxy system Moreover a user name and password are required for accessing the proxy Admin server The user specified must at least have the administration right Create modify delete configuration entry for the proxy system 6 Confirm the settings by clicking the OK button All Content and Search servers that were managed by the proxy Admin server are added to the overall system The proxy Admin server transmits the information on the relevant pools and servers to the master Admin server which adds the data to its configuration Administrator Manual 193 Chapter 6 The configuration files of the master Admin server are then copied to the file system of the proxy Admin server This ensures that the same configu ration information is available on both Admin servers The users that have administration rights for the master system get these rights for the overall system After registering the proxy Admin server the administration rights of these users are valid for both the master and the proxy system The users who originally had administration rights for the proxy system loose these rights If you deregister the proxy Admin server these users will get the administration rights back Synchronizing Configuration Data of Master and Proxy Admin Servers All configuration changes in the overall system are made on the master Admin server
120. ble and click on the entry in the View column 2 In the Select website view dialog box mark the desired view in the list 3 Confirm by clicking the OK button Note Please note that the view determines the volume of trans ferred data For example a proxy Content server outside the company network should only have the Production view of the website data in order to reduce the volume of transferred data 4 Click on the Sending server column rem website x Proxy Content server routing Here you can configure the routing between the servers Mark a server in the table and click on the entry in the View column to determine which data storage view Edit QA or Production the server gets Click on the entry in the Sending server column to specify by which other WCM server this server is to be notified Receiving server Proxy_Content 2 EDIT Proxy_Content 3 EDIT Proxy_Content 1 EDIT Sending server Master_Content Master_Content ba Select sender for Master_Content v Master_Content Proxy_Content 2 Proxy_Content 3 Fig 70 Defining the routing Administrator Manual 221 Chapter 7 5 In the Select sender dialog box mark the desired sender in the list 6 Confirm by clicking the OK button 7 Confirm your settings by clicking the Next button If you want to add the deployment systems for the new website at this stage click the relevant radio button in the nex
121. ble to log in to the WCM system Proxy systems i e WCM systems managed by a proxy Admin server are in general not affected by run level changes in the master system y Restart server By means of this function the server is run z down to a selected run level and then run up again to the orig inal run level The run level of the assigned websites is also restored You can for example use this function to make changes to the server configuration take effect Note If you restart the Admin server this way all dependent servers will also boot until they reach the run level of the Admin server Notes m You cannot run down a server to run level 1 in the Admin client as the server cannot be restarted via the Admin client m f you run down a server to run level 0 it cannot be restarted via the Admin client either In this case use the server s start script or the appropriate function of the application server if the WCM server runs in an application server Starting the servers in this way also starts up the websites m To run down the servers step by step to run level 0 Server not avail able you can also use the batch or shell scripts in the installation 322 Livelink WCM Server System Administration directory If the WCM server runs as a web application in an applica tion server it can be shut down with the appropriate application server function For more information on starting and stopping the servers refer
122. button 152 Livelink WCM Server User Administration The new functional area will not be available until the Administration server has been restarted Only then can you assign groups roles or individual users to the functional area Note A new functional area must be assigned to a principal to take effect Moreover it must be assigned to one or more object types Settings of Functional Areas Note For displaying the settings of the functional areas you require the administration right Access to configuration To view the settings of a functional area select it via User administration Functional areas name of the functional area In the right window pane the name the website and the assigned object types are displayed User administration A Ee Users Name Basic B ae Website InternetSite v O World Assigned object types b Compound object a Functional areas Excel document Access rights dialog ia GIF image Sie HM oa Direct release i eee image Dynamic E Other Filter edit PDF document QO Filter standard le PNG image OQ Form 4 PowerPoint file A Import A ER Topic A Intelligent templates i E Word document Livelink 4 E XML document A Log dialog 5 peame ao amp GG GG Fig 46 Settings of functional areas Administrator Manual 153 Chapter 4 In the Configuration view you can
123. c deployment system see Dynamic deployment system on page 40 m search engine deployment system see Search engine deploy ment system on page 42 m WebDAV deployment system see WebDAV deployment system on page 42 m InSite Editingdeployment system see InSite Editing deployment system on page 43 3 Follow the instructions of the wizard The wizard is described in more detail in the online help of the Admin client Administrator Manual 275 Chapter 8 Settings of Deployment Systems To view the settings of a deployment system select it via Configuration gt Deployment systems name of the deployment system Various tabs with the settings are displayed in the right window pane All of these settings are made when the deployment system is set up A Configuration Configuration URLand directories Threads Extended settings mG Pools m E Custom connection t Name IntemetSite_edit a Servers l a yy Websites Category Dynamic T Deployment systems Type Cy Companyintranet Companyintranet Companyintranet InternetSite_edit InternetSite_prod Cy IntemetSite_qa Serer 5 Server agents 2 E Utilities 9 Repositories cs Gj Applications a E Search servers Website Selector class de gauss vip contentmanager deployment selector DeploymentSelector Fig 83 Settings of deployment systems The type and number of the tabs dis
124. cation for a server The Generate web application dialog box opens Administrator Manual 337 Chapter 10 fay Generate web application x Generate web application Here you enter the parameters for creating a WAR file By means of this WAR file the WCM server is integrated as a web application in an application server Enter at least the target directory for the WAR file and the name for the web application Note The name ofthe web application becomes part of the URL Target directory D Program Files Tomcatiwebapps e Name of web application jwem vi with Content client Name ofthe Content client cmsclient Encoding of application UTF 8 Default application Application server used Jakarta Tomcat x Additional filter mapping a Fig 105 Creating a web application for a server 4 Enter the required information For detailed information on the indi vidual parameters refer to the Admin client s online help 338 Livelink WCM Server System Administration Managing Logged in Users Select System administration gt Registered users to get an overview of users who are logged in to the WCM system e g via the Admin client or the Content client tem administration Sys UserID Name Tyne ff Active servers admin 11693140 admin comp Administrator W current user E a Registered users D admin 11693140 D dears
125. ccess control lists of the imported objects 270 Livelink WCM Server Managing Websites Administrator Manual 271 272 Livelink WCM Server CHAPTER 8 Managing Deployment Systems The entire configuration of your WCM system is performed via the Admin client To open the configuration click the A Configuration tab in the Admin client This chapter describes how to manage deployment systems Deployment systems generate pages for the WCM objects which are stored in the connected database These pages can be displayed in a browser Thus the deployment systems ensure that the WCM objects can be edited by means of the Content client and that the website can be published on the Internet For general information on the categories and types of deploy ment systems see section Deployment starting on page 36 Processing of the deployment jobs is logged see Server Logs on page 329 Generally deployment systems are set up when a website is created However they can also be added subsequently for example if you also want to make the QA view of the website data available along with the Edit view on a Content server Deployment systems that are not required can be deleted To get an overview of the installed deployment systems select Configuration Deployment systems Administrator Manual 273 Chapter 8 Configuration Name Category i Pe Poos Companylntranet_edit EDIT Dynamic ji
126. cenarios HTTP tunneling is a common transfer method Fire wall systems interpret the data flow and among other things enable only certain protocols If the VIPP protocol is not enabled the data can be transmitted by means of HTTP tunneling Java Object oriented programming language developed by Sun Microsystems and used especially in the field of Internet technology Security aspects and platform independence are the basic philosophies of Java Java 2 SDK Java 2 Software Development Kit The SDK contains all components that are required for creating and using programs and applets in Java i e the Java compiler the Java Runtime Environment and several utilities JavaScript Scripting language for integrating executable scripts in HTML pages JavaScript can be used to incorporate plausibility checks and calculation functions in forms 368 Livelink WCM Server Glossary JDBC Java Database Connectivity A mechanism of communicating with existing databases Drivers form the interface between the Java program and the database JRE Java Runtime Environment The JRE contains all components required for running Java programs i e the Java Virtual Machine and the Java Class Library JSP JavaServer Pages HTML files with specifically identified embedded Java programs that are converted into servlets by using the JSP engine and then executed on the web server The result is then sent to the client in normal HTML format
127. ch servers E3 Fig 108 Overview of the servers assigned to a website In addition to the server names the current website run level on this server is also displayed Managing Licenses As a result of the license contract with Gauss Interprise AG you have licensed specific performance features of Livelink WCM Server Select System administration Licenses to get an overview of the Livelink WCM Server components that are used and available The display in the right window pane indicates which licenses you have and which ones are currently in use 344 Livelink WCM Server System Administration E System administration _ Active servers Authors of 10000 licenses used m i Registered users Servers of 50 licenses used m yy Active websites A o amp mes Websites 2 of 1000 licenses used T authors Deployment systems 6 of 3000 licenses used Servers These licenses are still valid for 81 days wy Websites Gi Deployment systems Content Miner License available ie TR Search servers a This license is still valid for 81 days Lucene License available WCM WebServices License available This license is still valid for 81 days Fig 109 License display in the system administration Authors the number of concurrent authors These users are counted from the first write access to WCM objects until they log out If the number of licensed authors is exceeded add
128. change the assignments between object types and functional areas and make further assignments for custom functional areas and object types see Object Type Settings on page 231 Assigning Functional Areas If you open one of the functional areas the list of assignments opens in the tree Users Groups and Roles If you open one of the assignment items e g Users the right window pane shows a list of assigned items e g the users who are assigned to the functional area Direct release By means of the toolbar or the context menu you can make and remove the following assignments oy DY Assign users and remove assignments Assign groups and remove assignments a a Assign roles and remove assignments If you assign a user group or role to a functional area the respective users get the rights associated with this functional area e g the right for direct release or the right to add check out and check in JSP pages If a user is assigned to one functional area due to group or role assign ments and to another functional area due to individual assignments both functional areas apply to the user That means that the rights are added up 154 Livelink WCM Server User Administration Note If you modify the functional area assignments the changes do not take effect until the relevant users log in to the WCM system again As an administrator you can log out users via the System ad
129. cters may be used in the file names of the generated pages The file names are specified by means of the metadata item Suggested file name in the Content client Depending on the product used it might be necessary to specify the encoding set for the Content client in the configuration of the web server For information on configuring web servers refer to the Livelink WCM Server Installation Manual and to the documentation of the manufacturer Secure Access In the configuration of the Secure Access servlet or filter you specify which encoding is to be used for reading the request parameters This must correspond to the encoding of the protected pages If you have created the website with UTF 8 encoding you must also set UTF 8 for Secure Access For information on the configuration of Secure Access refer to the Livelink WCM Server Installation Manual 86 Livelink WCM Server Concepts WebDAV with Livelink WCM Server WebDAV stands for Web based Distributed Authoring and Versioning It is a set of extensions to the HTTP protocol which allows users to collabora tively edit and manage files on remote web servers Livelink WCM Server enables you to use WebDAV clients for editing WCM objects Note For information on supported clients and web servers for WebDAV refer to the Release Notes for Livelink WCM Server For using WebDAV the following requirements must be met m The WebDAV support of Livelink WCM Serv
130. cusom connecion ypes Companylntranet_prod PROD Standard H A Servers i l Wy Websites Companylntranet_qa QA Dynamic a Deployment systems i InternetSite_edit EDIT Dynamic Companyintranet_edit internetSite_prod PROD Standard t 4 cy Companylntranet_prod 4 InternetSite_qa oe QA Dynamic Companylntranet_qa InternetSite_edit InternetSite_prod InternetSite_qa Fig 82 Installed deployment systems Mark a deployment system in the tree to display the settings in the right window pane of the Admin client The following functions are available to you setting up new deployment systems see section Adding a Deploy ment System on page 275 m viewing settings of deployment systems and change some settings subsequently see section Settings of Deployment Systems on page 276 m deleting deployment systems see section Deleting a Deployment System on page 278 274 Livelink WCM Server Managing Deployment Systems Adding a Deployment System To add a deployment system 1 Select Configuration Deployment systems 2 Choose New deployment system on the context menu or click the corresponding icon cy Icon for adding a deployment system The wizard for new deployment systems starts The individual steps in the installation process depend on the deployment system cate gory you install m standard deployment system see Standard deployment system on page 39 m dynami
131. d Access rights according to workflow In addition to the staging a workflow can be assigned to a WCM object The individual steps of the workflow are assigned to certain users groups and roles Only these principals are allowed to perform the respective workflow steps Other principals that have sufficient object rights but are not assigned to the respective workflow step are denied access to the object When defining workflows for editing and quality assurance of your WCM objects you must consider the combination of object and workflow rights 74 Livelink WCM Server Concepts Access Rights for the Admin Client In the Admin client you can assign administration rights to users groups and roles Users with administration rights have access to the Admin client and can edit the components of the WCM system such as servers websites deployment systems and user information It is possible to assign graded access rights Thus a user may only be allowed to view and edit parts of the administration In this way you can precisely delimit the areas of responsibility of the individual administrators Certain rights can only be assigned in combination with other rights i e they include other rights Example if you assign a principal the right Create modify delete configuration entry this principal will automatically be given the rights Access to configuration and Change configuration entry The following
132. d against manipulation by means of a checksum i 7 l Note The Export Import Tool for website subtrees saves the website data in the file system of the computer on which the tool is started The export and import of website subtrees is different from the export and import of complete websites because the structure of the source and target website may be different For example there may be different object categories attribute sets or object types in the website from which you export a subtree Moreover the OIDs of the exported WCM objects must be changed during the import because the OIDs might already exist in the target website The Export Import Tool processes the website data as follows Start OID The export starts from an OID that you enter in the config uration file subtree exp imp conf xml This WCM object must be a released topic and may not be of the object type Compound object 258 Livelink WCM Server Managing Websites For import you specify in the configuration file the OID in the target website under which the imported WCM objects are to be located This object must also be a topic and may not be a compound object Structural information The attribute sets object categories and object types used by the exported WCM objects are also exported If this structural information is defined differently in the source and target website the structural information
133. desired files to the WCM installation directory on the computer hosting your master Admin server 122 Livelink WCM Server Working in the Admin Client Note To deploy the Service Pack files vipacs jar vipapi jar and vipcore jar copy them to the directory WCM installation directory latestpatch on the computer hosting the master Admin server 2 Choose Deploy resources on the Tools menu The files are copied from the local WCM installation directory to the respective directories on the computers on which the WCM servers are installed This also applies to Content servers running as web applications in an application server Note The files for Search servers and Admin clients will only be updated if these components are installed below the WCM installation directory If this is not the case you must copy the changed files manually This also applies to Admin clients installed separately on computers with no WCM servers 3 Restart all servers and web applications affected Localizing GUI Texts In the Admin client you can add custom configuration items such as func tional areas agents or connection types If the users of your WCM system use the clients in different languages you can localize i e translate the names of these user defined items This way the translated items are displayed for example in a German user interface Note For information regarding translation of the supplied GUI texts of the
134. ding methods calls and error and information messages Creating and evaluating these logs is a very time consuming task For this reason it is possible to turn trace logs on and off at runtime and to set filters for tracing Note Trace logs should only be created and evaluated in cooperation with Gauss Interprise AG Switching tracing on and off To switch on tracing for a server select System administration gt Active servers server name Trace logs Two tabs with configuration options for tracing are displayed in the right window pane On the Global filter tab you can define a global filter for tracing m On the Class specific filters tab you can select individual Java classes of Livelink WCM Server for tracing For detailed information on the individual parameters refer to the Admin client s online help Make the filter settings for tracing Tracing is activated automatically and the trace log is displayed in the tree on the left 332 Livelink WCM Server System Administration System administration _ Active servers amp Admin Ei Reports Server logs bi Trace logs 12 49 28 708 SystemService executeServiced Entering mea 12 49 28 708 SystemHandlerlmpl changeClassFilterSettin 12 49 28 708 MasterContextList MCL getUserProfile Ente 12 49 28 708 MasterContextList MCL getUserProfile id B 12 49 28 708 MasterContextList MCL getUserProfile found 12 49 28 708 MasterContextList MC
135. e Admin client s online help 3 Click the OK button After this add the web application to your application server The distribu tion of the Admin client is performed automatically when opening the start page of the web application in the browser e g http wecmserver company example wcmadminclient index html The web application reflects the version level of the Admin client at the time the web application was created On the start page of the web application you can select whether you want to start the Admin client as an applet or as a Java Web Start application 120 Livelink WCM Server Working in the Admin Client File Edit View Favorites Tools Help ay Q ex ba y x 2 A pe Search Se Favorites A Media amp i Address E http wemser ver company example 8080 wcmadminclient webjinde gt Go Links gt Admin chent as Java Web Start y http wcmserver company example 8080 wcmadminclient web inde Admin chent as applet Fig 34 Selecting a web application for the Admin client If you have not yet installed a Java plugin or Java Web Start it will be installed automatically only Internet Explorer under Windows Alter nately you will be forwarded to the respective download page of Sun Microsystems Updating the Web Application If you install a Service Pack or perform an upgrade to a new version of Livelink WCM Server the web application for the Admin client m
136. e Admin client are used as presettings Note Adding individual users to the access control list of an object should be the exception Use the group and role organization as basis for your access control instead Assigning individual users and making frequent changes to the access rights may result in confusing settings and unintentional overlaps in access control For detailed information on editing and analyzing access rights in the case of conflicting rights of users groups and roles refer to the Content Client User Manual Here only the general procedure of developing an access strategy is described Rights for roles according to tasks Different access rights are required for the different levels of staging Edit QA and Production An editor requires the right to change objects and metadata Working in quality assurance requires above all the right to release For reading objects in the Production view only the right Read Production is necessary Depending on the rights of the logged in user the Content client only offers selected functions The tasks users in the staging process are usually reflected in their assignment to a certain role Users that are supposed to add objects to the website and edit them might belong to the role Editor This role gets 72 Livelink WCM Server Concepts the rights that are required for working as an editor Create object Change obj
137. e Admin client and on the selected Admin server choose About on the Help menu Quitting the program To exit the Admin client choose Quit on the Program menu The connec tion to the Admin server will be terminated This may take some time Administrator Manual 97 Chapter 3 The User Interface of the Admin Client Once you have successfully logged in the Admin client user interface appears The window is divided into different areas Title bar Livelink WCM Server Administration Admin User administration Menu bar gt Program View Tools Help Toolbar for T g g Si w a Q Q functions D User administration E Gp Users E E Groups Roles p ContentAuthor E ContentManager D Intranetadmin Item tree Settings for Name IntranetAdmin xj E mail lintranetadmin company example vi WCM access eg Word E Functional areas E yy Websites selected item View selection tabs pa i Fig 16 The user interface of the Admin client L User administration Note The configuration of a distributed WCM system can be edited via different Admin clients Subsequently installing or deinstalling compo nents or importing websites also changes the configuration After each configuration change refresh the view in the Admin client by clicking the appropriate icon or restart the client This loads the current configu ration Otherwise
138. e are converted into static components The result is pure HTML without Java code TCP IP Transmission Control Protocol Internet Protocol Basic protocol for data transfer in the Internet Topic Combination of an HTML page for direct display of information and a list for accommodating subordinate objects The topics are shown as nodes in the object tree and thus help structure the website Type see Object type URL Uniform Resource Locator A unique address in the World Wide Web VIPP VIP Protocol A proprietary protocol for exchanging data between the components of a WCM system VIPP can be tunneled in HTTP for communication in WANs or over the Internet WCM server In a WCM system there are several WCM servers working in parallel server processes The exact tasks of a server depend on the server type and server category WCM tag Special element for integrating WCM specific data in an HTML page WCM tags are used in particular when creating templates WebDAV The WebDAV Web based Distributed Authoring and Versioning protocol supports Internet and group based working on the basis of standard Internet technologies Thanks to WebDAV users do not need a special client for creating WCM objects jointly editing them and managing them by means of WevDAV capable tools 372 Livelink WCM Server Glossary Web repository The name given to the area where the WCM system stores and manages all the objects b
139. e entered directly under Parameters Table 13 Log parameters for the FileLabeling agent Parameter Value logfile Name of the log file including extension Example labeling log 300 Livelink WCM Server Managing Agents and Utilities Parameter Value logpath Full path to log file Example home wcmuser WCWM log labeling logsize Maximum size of log file in bytes If this figure is exceeded the existing log is overwritten starting at the beginning Example 5000 The full configuration of the FileLabeling agent might then look like this Ay Configuration Name X Value Pools l flogfile labeling log T Custom connection types logpath Jhomeiwemuserwemilog labeling E Servers y L yy Websites logsize 5000 m Deployment systems fobjecttypes objecttypes1 ss Server agents 4 H ContentMinerNotification DatabaseUpdate H ExpirationNotification FileLabeling amp Servers i Parameters logfile logpath logsize objecttypes E Fig 90 Configuring the FileLabeling agent Assigning the FileLabeling agent to a server After having defined the parameters for the agent you can now assign the agent to the server on which it is to act The agent is called automatically for every deployment process For information on assignments see section Assigning an Agent to a Server on page 28
140. e folder node could look as follows B 4 LivelinkSynchronization E Serers i Parameters E Companyintranet userPwd Documents timing topicTemplate topic folder userld systemName Fig 93 Configuration below the folder node 7 If the agent is to monitor additional Livelink folders and publish the contents on the same website add subnodes for these Livelink folders below the website node steps 5 and 6 8 If you want the agent to synchronize topics in multiple websites with Livelink folders add nodes for these websites steps 1 to 6 9 Assign the agent to the master Content server of the website Start the agent via the system administration The agent writes its error messages to the log of the assigned Content server If errors occur monitoring will be cancelled automatically To start monitoring again restart the agent via System administration gt Active servers gt name of master Content server Agents Users cannot edit the objects in the website topic manually as long as the agent is running If you want to enable manual editing e g because an error occurred you must stop the agent 306 Livelink WCM Server Managing Agents and Utilities DefaultContent This agent is supplied with Livelink WCM Server but is not automatically assigned to a server If you want to use the agent for default content you must manually integrate it in the WCM system see Integrating and configuri
141. e master Content server 250 Fig 80 Information for exporting a website 251 Fig 81 Information for importing a website 252 Fig 82 Installed deployment systems 274 Fig 83 Settings of deployment systems 276 10 Livelink WCM Server Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 Overview of available agents Configuring a parameter for an agent Servers assigned to an agent Configuring the agent for automatic conversion Adding a node to the FileLabeling agent The node objecttypes Configuring the FileLabeling agent New node for LivelinkFolderSynchronization agent Configuration below the website node Configuration below the folder node Configuring the agent for default content Overview of available utilities System administration items Overview of active servers Overview of the websites of a server Changing the run level of a website Reports available for a master Content server Logs available for a master Content server Trace log of a server Overview of the actions in progress on a server Status of the agents on a master Content server Creating a web application for a server List of logged in users Overview of active websites Overview of the servers assi
142. e required data is read from the file subtree exp imp conf xml Starting the Import of the Website Subtree Start the import of the website subtree by means of the script importsubtree bat which is located in the subdirectory admin of the WOM installation directory Note By adding the parameter 1 in the script importsubtree bat you control the language of the logs You can enter en_US for English or de_DE for German The import starts The required data is read from the file subtree exp imp conf xml After the import the website is automatically shut down and then restarted The deployment for the imported WCM objects starts Logging Export and Import During both export and import detailed logs are created that contain infor mation and error messages These logs are located in the directory log exportimport of the WCM installation directory 268 Livelink WCM Server Managing Websites The import log contains detailed information on the following actions creation and assignment of attributes and properties for attribute sets and object categories e g Import Creation of field content_topic OK Import Assignment of field popup OK update of attribute sets and object categories e g Import Attribute set html updated OK m assignment of new OIDs for the imported objects e g Import New OID for object 24 5 OID of the topic ext for imported external references e g Import Topic 2
143. e these files in the configured directories These directories can be accessed via an HTTP server and a web browser In order to protect the generated files from unauthorized access e g via the Internet you can arrange for certain directories or all directories in a deployment system to be monitored by Secure Access For general information on Secure Access refer to section Access Control via the Web Server or JSP Engine with Secure Access on page 78 For information on configuring web servers for Secure Access refer to the Livelink WCM Server Installation Manual If an attempt is made to access files in monitored directories Secure Access checks whether access authorization is necessary for the page requested In this case the user must provide authentication for access to the page Before you can set paths for Secure Access in the server assignments you must activate access control by Secure Access This is done in the server settings on the Secure Access tab Select Configuration Servers server name Secure Access assigned paths to enter the directories of a deployment system that are to be protected If you specify a path here all directories below that path are 186 Livelink WCM Server Managing Servers monitored by Secure Access You can exclude individual directories within this protected path from the monitoring by defining these directories as a path for Secure Access and explicitly deactivating the monit
144. e via the Admin client but via the installation program see Livelink WCM Server Installation Manual You can only deinstall servers that are not assigned to any website For this reason the respective assignments must be removed via the Admin client before the server can be deleted via the installation program If a server is damaged or inaccessible for other reasons it is possible that it cannot be deleted via the installation program because the assignments of the server cannot be removed For such a case the Configuration view provides the function Delete server for removing a server from the configuration of the WCM system Thus the license used by the server becomes available again This function is not available for the master Content server and the master Admin server because the WCM system would no longer be functional after the deletion of these servers Important You should only use the function Delete server if it is not possible to delete the server via the installation program and if the correct functioning of the WCM system is affected by this server Please contact the Technical Support of Gauss Interprise AG before using this function Administrator Manual 197 Chapter 6 Notes on deleting a server The following actions are performed when a server is deleted The entries of the server are deleted from the configuration files of the WCM system The files of the server and all entries in the connected dat
145. ebsites available on this Content server Proxy Content servers are usually assigned to a website when the website is created You can however assign servers to websites subsequently e g after adding additional proxy Content servers to your WCM system To display a list of the assigned websites in the right window pane select the item Websites in the server s assignments Administrator Manual 177 Chapter 6 Configuration Name View Y JDBC pool Sending server 4 F Custom connection types E Servers lt Pools Companylntranet Edit contentpool InternetSite Edit contentpool E A Admin Master_Content Websites amp Deployment systems ce Pools ss Agents Services Secure Access assigned paths a Applications Fig 53 Overview of websites assigned to a server Assigning a Website to a Proxy Content Server Notes 178 If you want to add a proxy Content server use the installation program of Livelink WCM Server see Livelink WCM Server Installa tion Manual If you want to use a separate data storage for a newly assigned proxy Content server a JDBC pool for accessing this data storage must be set up If you want the proxy Content server to access Livelink objects assign the corresponding Livelink pool to this server For information on integrating Livelink systems refer to the Livelink Integration Manual for the WCM system If the newly as
146. ect etc Other users who work in quality assurance can be assigned to the role QA which has the right to release objects The following figure illustrates the typical rights for the staging steps DORON A R I I popo0000000 soooooo0oo ooooo0oo0o0o00do Fig 11 Access rights for Edit QA and Production In addition to the tasks performed in the context of the staging there are tasks that are usually performed by website administrators These include among other things monitoring the rights structure of the website or managing the object structure e g the object types and categories used The object right Change rights should only be assigned to this role Administrator Manual 73 Chapter 2 Rights for groups according to organizational structure The Internet and intranet solutions of companies usually cover various areas that are maintained by different departments By organizing the users in groups you can control the exact rights of the different groups for the individual topics of the website The group Marketing for example gets all access rights for the topic Products whereas the group Training merely has read only access here Note The access rights structure for the objects of a website should be taken into consideration during the planning phase of website develop ment to ensure that access rights and topic structure are well coordinate
147. ect functions 100 select items 103 settings 116 start 95 117 toolbar 100 update web application 121 user interface 98 views 99 Admin server deregister proxy Admin server 195 in general 32 information in system overview 356 manage proxy Admin servers 189 select for Admin client 117 administration rights for import and export of complete websites 248 for import and export of website subtrees 264 groups roles 147 375 Index in general 75 users 141 World 150 agents assign server 184 assign to server 287 automatic conversion 296 ContentMinerNotification 296 DatabaseUpdate 292 DefaultContent 307 delete 288 ExpirationNotification 290 FileLabeling 298 integrate 284 LinkResolving 295 LivelinkFolderSynchronization 302 manage 282 ManualDeployment 294 monitor in system administration 335 parameters 285 ReleaseNotification 290 report in system administration 328 settings 286 start 336 stop 336 supplied agents 288 translate names 123 website export and import 296 API 53 applet distribute Admin client 118 application server generate web application 336 architecture distributed system with two websites 62 firewall 57 minimum system 56 of aWCM system 55 376 system with separate data storages 60 ASCII encoding in general 83 assign agent to server 184 287 converter to website 240 functional areas to principals 154 orphan objects 243 pool to server 182 server to website 177 228 user group role to web
148. elink pools must be set up If you WCM system is to access several Livelink systems or several entry points of one Livelink system you must adapt the parameters in the file livelink systems xml accordingly This file is located in the directory WCM installation directory config For information on the individual parameters refer to the Livelink Integration Manual for the WCM system 162 Livelink WCM Server Managing Pools and Connection Types LDAP pool If you use fallback LDAP servers or if users from different LDAP directory services are to access the same WCM system additional LDAP pools must be set up Notes m Please make sure that only one LDAP pool is set up per LDAP server i e each LDAP pool must access an LDAP server of its own Please note the information on integrating several LDAP servers in the Livelink WCM Server Installation Manual m Ifyou add an LDAP pool for accessing an LDAP server in order to grant the principals managed by this LDAP server access to the WCM system the users groups and roles of the LDAP directory service must be equipped with the WCM attributes see Setting WCM Attributes in LDAP on page 134 Special WCM pool If due to the structure of your network the settings of the global WCM pools cannot be used for the connections between two WCM servers you can set up so called special WCM pools for the connection between certain servers If sucha pool exists the respective global W
149. elonging to a website Web server Program for processing the requests from a browser A web server corresponds to an HTTP server that offers additional web services such as those of a JSP engine Web technology Client server technology based on TCP IP The advantage lies in the open standard which permits the creation of heterogeneous systems Administrator Manual 373 374 Livelink WCM Server Index A absolute links dynamic deployment system 275 standard deployment system 275 WebDAV deployment system 275 access control 65 131 administration rights 75 object rights 72 orphan objects 243 Secure Access in general 78 users groups roles in general 67 access rights default settings 71 in general 72 access to Admin client groups roles 147 users 141 World 150 AccessController report 326 actions cancel 335 actions in progress 334 cancel 335 active servers 317 active websites 341 add attribute set 236 connection type 168 converter 242 deployment system 275 functional area 152 group or role 145 items in general 106 object category 238 object type 231 pool 162 Administrator Manual user 138 Admin client as a web application 117 change display mode 117 context menu 101 create web application 119 delete items 107 edit assignments 109 edit item settings 107 edit items 102 filter functions 104 help 128 in general 95 introduction 17 log in and out 95 menu bar 101 new items 106 select Admin server 117 sel
150. em administration Website administration Admin client manage object types attribute sets and object categories configure converters change website run levels Content client manage object types attribute sets and object categories For working in the views Configuration and System administration of the Admin client the user additionally requires the rights Access to configuration and Access to system administration For information on assigning administration rights refer to chapter 4 User Administration Administrator Manual 77 Chapter 2 Access Control via the Web Server or JSP Engine with Secure Access The component Secure Access of Livelink WCM Server enables the transfer of the access control used for editing a WCM object in the Content client to the web server or JSP engine As a result object specific access control is possible for all objects in a website during productive operation i e on the Internet as well Secure Access is implemented as servlet or filter It runs in the JSP engine and ensures that all requests to the web server or JSP engine are checked to see whether an access right is necessary for the requested page If so the user must provide authentication for access to the page by logging in Preconditions for Using Secure Access The following is required for using Secure Access configuring the HTTP server and the JSP engine for Secure Access
151. ems from a simple group administration to complex systems for security rele vant zones Thus access control can be tailored precisely to the organiza tion of your company A clear access strategy allows you to regulate object access without great effort and to adapt it to the responsibilities and requirements of the various users When developing an access strategy for the WCM system the following steps are important 1 Adding users and organizing these users in groups and roles in the Admin client The organization of the users in groups and roles is a precondition for an access strategy Roles are defined in terms of tasks whereas groups are generally tied to organizational structures such as departments or projects Assigning rights to individual users should be the exception 2 Defining and assigning functional areas in the Admin client Functional areas may be assigned to groups and roles or individual users The functional areas are used to determine which objects the users may add check in and check out as well as which views dialog boxes and functions are available to them in the Content client Administrator Manual 65 Chapter 2 3 Specifying default object rights for principals in the Admin client You can preset the object rights for groups and roles or individual users The object rights are used to determine which actions read change metadata release etc a user can by default perform ona WCM object
152. ems refer to the Release Notes Distributing the Admin Client as an Applet Applets are Java programs that are downloaded by the web server and executed in the context of the browser For this type of distribution a Java plugin is required When the Admin client is started as an applet all required program data will be downloaded from the application server when the web application is called The program data is saved in the cache The next time the program is started the system only checks whether the time stamp of the program data has changed Thus the program data is updated automatically during each start e g installation of a Service Pack This presupposes that an application server is running on the respective computer Without the application server the applet cannot be started even if the program code has been downloaded completely 118 Livelink WCM Server Working in the Admin Client The Admin server must allow HTTP for the Admin client to be distributed as an applet To enable HTTP choose Configuration gt Pools WCM name of the Admin server gt WCM connection tab and click the HTTP radio button either for Preferred connection or Alternative connection Distributing the Admin Client as a Java Web Start Application In contrast to applets great importance was attached to a quick and comfortable distribution of Java applications during the development of Java Web Start For version management cache
153. eployment systems 227 caching 209 create with option minimum or minimum dynamic 207 delete 245 functions 201 import and export 246 import and export complete websites 247 import and export website subtrees 258 information in system overview 356 language of the root object 209 manage 201 manage active websites 341 monitor assigned servers 344 new 204 object types 229 overview of websites on a server 323 run level 341 set run level on a server 324 set to Unicode UTF 8 208 settings 226 Webstart lt ltalic gt see Java Web Start workflow 30 World administration rights 150 387 Index 388 Livelink WCM Server
154. eployment systems of server Master Content xi Please add deployment systems or remove modify existing deployment systems Name Type InternetSite_edit EDIT Add InternetSite_qa GA Cancel Fig 72 Overview of the deployment systems for a server Click the Add button to set up a new deployment system for this Content server To edit the settings of an existing deployment system click the Change button The wizard for adding a deployment system starts Unlike the minimum configurations this allows you to make extended settings such as threads and statification while you are creating the website Follow the instructions of the wizard For a description of the individual steps in the deployment system wizard refer to the online help on the wizard Administrator Manual 223 Chapter 7 Notes on adding deployment systems Categories of deployment systems Dynamic WebDAV and InSite Editing deployment systems can only be installed on servers running in the context of a JSP engine or as a web appli cation in an application server Search engine deployment systems cannot be added until the website has been created as it is necessary to know the object types and the metadata of the website Types of deployment systems Edit QA Production Depending on the available view of a server you can only create certain deployment systems For example on a server that only has the QA view of the
155. eports gt ThreadManager In the file WCM installation directory config mail conf xml you can modify the layout of the e mails generated by the Release control utility For detailed information on the configuration parameters of this file refer to the online documentation Javadoc of the class EMailInfo For the changes made in the file mail conf xml to take effect all servers must be restarted 312 Livelink WCM Server Managing Agents and Utilities Administrator Manual 313 314 Livelink WCM Server CHAPTER 10 System Administration The System administration view provides an overview of the currently active servers and websites in your WCM system as well as of the logged in users and their actions You can set the servers and websites to defined run levels and cancel long running actions The detailed reports and trace logs facilitate locating and resolving errors The System administration view also offers a permanent overview of the licenses currently in use To open the system administration click the _ System administration tab in the Admin client System administration C Active servers _ Registered users yy Active websites 4 amp Licenses E E Search servers Fig 96 System administration items The items you can manage in this view are displayed in a tree structure The following table gives an overview of the functions available for each item Administrator Manual 315 Chapter 10
156. er must have access rights for the respective computers and directo ries in which the log and configuration files of the web server are located To ensure that the information on hardware and web servers is saved centrally you should enter the respective data by means of an Admin client that accesses the master Admin server This Admin client must not necessarily be installed on the computer of the master Admin server Livelink WCM Server System Overview Settings of the SMTP server The e mail to Technical Support is sent via the Administration server In the settings of all WCM servers the SMTP server must be configured correctly To configure the SMTP server select Configuration gt Servers server name Miscellaneous tab Regarding the SMTP server used the following additional requirements must be met m The SMTP server must be able to send e mails to external domains m The SMTP server must identify and accept the mail sender specified in the Admin client as a valid address Please also consider restrictions regarding e mail size in the local SMTP server Generating E Mail with System Files To generate an e mail with the system files 1 Click the Send system files icon The Generate e mail with system files dialog box opens Administrator Manual 361 Chapter 11 fey Generate e mail with system files x hotline gaussvip com si si S Ss OS US US Fig 112 Generating e mail
157. er is based on a servlet For this reason the Content server used for accessing the WCM objects must run in the context of a JSP engine or as a web application in an application server An HTTP server must be installed on the computer hosting the Content server For information on configuring the HTTP server for WebDAV refer to the manufacturer s documentation The WCM system must be configured for WebDAV The required steps are described below Configuring the WCM System for WebDAV The following configuration steps are required to configure the WCM system for WebDAV 1 Assign the JDBC pool used to the VipDAVLockRepository 2 Configure the servlet mapping in the JSP engine used 3 Set up a WebDAV deployment system 4 Assign the VipDAVApplication to the Content server and configure the application Administrator Manual 87 Chapter 2 Step 1 Assign the JDBC Pool to the VipDAVLockRepository The VipDAVLockRepository locks objects for editing and saves the changes made to the objects For this purpose you must assign the JDBC pool used to access the database in which the WCM objects are stored to the repository To assign a JDBC pool to the VIPDAVLockRepository 1 Launch the Admin client 2 Select Configuration Repositories gt VipDAVLockRepository 3 Choose Parameters store gt VIPDAV_LOCKSTORE poolname gt default 4 In the right window pane enter the name of the JDBC pool as the v
158. er_Content i InternetSite_edit EDIT Dynamic w Websites InternetSite_prod PROD Standard r amp Deployment systems InternetSite_qa QA Dynamic E Pools Agents Services A Secure Access assigned paths 3 Ej Applications Fig 54 Overview of the deployment systems of a server Note An overview of installed and available deployment systems of a server is also provided by the DeploymentAdapter report under System administration gt Active servers gt server name Reports Deployment systems are set up automatically when websites are created with the options Minimum and Minimum dynamic and can also be created configured and deleted via Configuration gt Deployment systems see chapter 8 Managing Deployment Systems You can also add a deployment system in the server assignments For this purpose select the desired server via Configuration gt Servers server name gt Deployment systems and choose New deployment system on the context menu The wizard for adding a deployment system starts see section Adding a Deployment System starting on page 275 Administrator Manual 181 Chapter 6 Assigning Pools to Servers Select Configuration Servers server name Pools for an over view of the pools used by the selected server To actually manage and configure pools select Configuration gt Pools see chapter 5 Managing Pools and Connection
159. er_Content_comiwork log tmp EE deployrnentiMaster_Content_Companylntranet_edit_ Ei deployrnentiMaster_Content_InternetSite_edit_work EE Master_Content_out log Ei Master_Content_out log tmp D ma Fig 101 Logs available for a master Content server The following logs are written for the different WCM servers contentminer server name _comiwork log messages regarding the actions of Search servers e g creating a collection This log is only created for servers that are assigned a Search server contentminer server name _comierr log error messages of Search servers deployment server name _ name of the deployment system _work log messages regarding the jobs of the respective deployment system e g page generation deployment server name _ name of the deployment system _err log error messages of the respective deployment system server name _com log messages on communication errors This file is only created in the case of an error server name _err log error messages 330 Livelink WCM Server System Administration m server name _lic log only for Admin servers information on licenses used and released for servers deployment systems etc m server name _out log standard messages such as changing the run level of servers or websites and starting agents Every time a server is started a new log file is created If this file already exists
160. ermine that UTF 8 encoding is to be used for data of type String You should configure the database for UTF 8 even if Latin 1 encoding is used in your website The additional memory space required for UTF 8 encoding is relatively small This way you do not have to migrate the database later For information on the configuration of the RDBMS refer to the Livelink WCM Server Installation Manual and to the documentation of the manufacturer Website When creating a website you can determine whether the content is to be UTF 8 encoded see Step 1 Specify Website Name and JDBC Pool on page 207 If you do not activate this option Latin 1 encoding is used by default 84 Livelink WCM Server Concepts If you select UTF 8 the following tag is automatically inserted in the head element of the HTML page when the page is generated lt meta http equiv content type content text html1 charset UTF 8 gt When the WCM tags in the page content are replaced the characters will be UTF 8 encoded Note To also activate UTF 8 for JSP pages you must add the page directive lt page contentType text html charset UTF 8 gt to the respective pages and templates This is not done automati cally during page generation Attributes and properties For the names of attributes from attribute sets and properties from object categories only ASCII char acters may be used Editors for website content If UTF 8 encoding
161. erver starts Server agents run in the same runtime environment of the Java Virtual Machine JVM as the relevant server The agents perform specific tasks such as exporting or importing websites For this purpose they use the WCM Java API of Livelink WCM Server In addition to the agents that are supplied with Livelink WCM Server you can develop agents on the basis of the WCM Java API Via Configuration Server agents these agents can be integrated in the WCM system and assigned to a server Examples of possible tasks for an agent are inte grating external systems automated processing of WCM objects and event controlled execution of actions For detailed information on the func tionalities provided by the WCM Java API see the WCM Java API Programmer s Manual Note If agents are to access data that is managed by means of the Admin client user information or configuration the relevant agent must possess the necessary administration rights See Modifying User Assignments on page 140 and Modifying the Assignments of a Group or Role on page 146 If you open the tree item Server agents in the Configuration view all avail able agents are displayed 282 Livelink WCM Server Managing Agents and Utilities Configuration cS Pools MB Custom connection types E A Servers H y Websites I F a Deployment systems E E Server agents ContentMinerNotification DatabaseUpdate
162. ervers there are two server types Content servers for managing website data Administration servers for managing user configuration and system data of the WCM system Basically every Content server is able to provide all views of the data of the managed websites Edit QA and Production The available views may be limited by the fact that the Content server only receives the data of certain views This is determined by the routing between the Content servers This way you can limit the data volume transferred between the different Content servers For example a proxy Content server outside the company firewall should only have the Production view of the website data because WCM objects are not edited there For general information on routing please refer to section Routing Between the Servers on page 47 Depending on the available view different types of deployment systems Edit QA and Production can be installed on a Content server see The Deployment System Types on page 37 Important For editing the WCM objects by means of the Content client or Content client Classic of Livelink WCM Server the respective Content server must have all three data storage views and run in the context of a JSP engine or as a web application in an application server 32 Livelink WCM Server Concepts The Server Categories The servers are divided into two main categories master and proxy In every WCM system there
163. es you to control which users are allowed to add check out and check in this type of object The precise attributes of object types are determined by the attribute set that you assign to the object type You can also configure the attribute sets to suit your requirements see section Managing Attribute Sets of Websites on page 234 Object types are managed separately for each website After a new website has been created the default object types are available To view the list of object types select Configuration Websites website name Object types The object types are shown on the left in the tree structure and on the right as a list To view the settings for an individual object type select it in the tree on the left Administrator Manual 229 Chapter 7 Ay Configuration Pools E Custom connection types E Servers yw Websites W Companyintranet W InternetSite eF Deployment systems E Proxy Content servers amp Objecttypes ASP page amp ASP template ES ASP topic Assembled object CGI script Bal Compound object Excel document i3 Form instance Form template a Frame Frame topic la GIF image HTML page HTML template g JavaScript T JPEG image W JSP page Fig 76 Overview of available object types Note For a detailed description of the default object types refer to the Content Client User Manual The following functions a
164. ese properties were defined when the object type was added You can modify the following parameters subsequently General tab Icon and Comment Object data type and further settings tab all entries except the object data type m Assignments tab all entries i e assignment of an attribute set and a functional area For detailed information on the individual parameters refer to the Admin client s online help 3 Make the desired changes 4 Click the Apply button Notes on changing object types m If you assign a different attribute set to an object type and WCM objects with this object type already exist the attributes and values no longer assigned are removed from the metadata of the relevant WCM objects The removed attributes and the associated values remain stored in the database as long as no changes are made to the newly assigned attribute set for the relevant WCM objects Thus if you accidently assign the wrong attribute set and then correct your mistake immediately without any changes being made to the metadata for the relevant WCM objects the old values will be available again 232 Livelink WCM Server Managing Websites m The servers of the WCM system are automatically notified about changes to the object types with the result that new icons are avail able in the Content client for example However if you installed Admin clients on computers where no WCM server exists the changes are not available the
165. ess When changing the run level of a Content server running in the context of a JSP engine or as a web application in an application server no users should be accessing the website s of this server via the Content client You can get an overview of active users via System administration gt Registered users You can also log out users here For changing the run level of servers various functions are available in the toolbar and the context menu Set run level for all servers Sets the run levels of all servers If g the servers are run down to a run level below 4 Single user mode the assigned websites are shut down automatically To make it possible to control the run levels of servers and websites separately the websites are not started automatically when the server run level is increased again via the Admin client This function is available if you select System administration gt Active servers in the tree on the left Administrator Manual 321 Chapter 10 jy Set server run level This function sets the run level for a G selected server Here too the websites are not automatically started when the server is set to a higher run level Note When you set down the run level of an Admin server you can decide whether the run level of the associated servers should also be set down If you select No the run levels of the associated servers remain unchanged While the Admin server is shut down it is not possi
166. ess to a website and determine the user s default object rights and administration rights For general information on groups roles functional areas and rights see section Access Control starting on page 65 How to create and remove assignments is described in section Editing Assignments of Items on page 109 To open the assignments of a user select the respective user via User administration gt Users user ID and double click the user ID To modify the assignments use the toolbar or the context menu User administration a H Users D abianchi D Admin D cerdmann gt claurent D dearson D eschmidt gt hshepard gt jgomez gt jstein F Groups g Roles a Functional areas wr Websites Default object rights Administration rights THA eee ee Fig 40 Assignments of a user 140 Livelink WCM Server User Administration You can make the following assignments for a user The overview shows the icons for creating and removing assignments between the items oe EAB amp ig Groups You can assign users to certain groups Users will receive the rights of the respective group s Roles You can assign users to certain roles Users will receive the rights of the respective role s Functional areas The functional areas are used to determine which types of objects the users may add check out and check in
167. eters Starttime time of first execution of the agent in the format 00 00 time from 00 00 to 23 59 If the specified time has already elapsed when the server starts the agent becomes active for the first time at the specified time on the following day The default value is 00 00 The time zone of the master Content server is used m unit time unit for the parameter interval Possible values are minute day and hour The default value is day m interval interval between the repeated execution of the agent If you enter 1 here and have specified day under unit the agent is executed once a day The default value is 1 If you do not want the two agents to send e mails remove the assign ments of the agents to the master Content server You can also delete the agent configuration but note that the assignment of these agents is made every time a website is created After the creation of a new website you must remove the assignment of the agents if you do not want automatic e mails to be sent If you have deleted the agents an error message is output when the master Content server of the new website starts However this does not prevent the server from starting Administrator Manual 291 Chapter 9 Database Update You can use the DatabaseUpdate agent to update the separate data storage of proxy Content servers This may be necessary for example if you realize that WCM objects are missing in a proxy data storage You can
168. ew website Delete website Assign proxy Content server R New object type New converter New attribute set New object category New deployment system Assign proxy Content server N Help Help Fig 19 Context menus for a selected website and for InternetSite gt Proxy Content servers The menu bar The menu bar contains the commands for exiting the program and calling the online help as well as special commands that are not available from the toolbar or the context menu These special commands include Menu Program Re login see section Logging In and Out on page 95 Menu Program Settings see section General Settings of the Admin Client on page 116 Menu Tools Create web application for Admin client see section Creating a Web Application for the Admin Client on page 119 Menu Tools Collect orphan objects see section Reassigning Orphan Objects on page 243 Administrator Manual 101 Chapter 3 Menu Tools gt Deploy resources see section Deploying Resources on page 122 All commands in the Admin client menus can also be selected by means of keyboard shortcuts To update the entire view for example press F5 The keyboard shortcuts are shown after the relevant commands in the menus View Tools Help T User administration N Ctrl F2 Configuration Ctrl F3 1 System administration Ctrl F4 i System overview Ctri F5 Refresh view Cl
169. f the target website contains a property that has the same name as an attribute to be created the attribute is renamed The prefix att_ is added to the attribute thus the entire name of the attribute can for example be att_property These renamings are written to the import log see Logging Export and Import on page 268 If anattribute set of the target website contains attributes with the same name that however have a different data type such as Integer or String the system tries to convert the attribute value into the data type of the target website during import If this fails the data type of the target website is adopted The value of the attribute is deleted in this case 262 Livelink WCM Server Managing Websites Object Categories Object categories that do not exist in the target website are added The required properties for the new object categories are created m If properties required for an imported WCM object are missing in an existing object category of the target website they are created Notes If a required property already exists in the target websites but is used for a different object category the prefix att_ is added to the name of the property to be created e g att_property Properties of object categories and attributes from attribute sets must not have the same names If an attribute that has the same name as a property to be created alread
170. ffers flexible programming interfaces for using the core functionality of Livelink WCM Server via external programs Different interfaces are available m WCM Java API Portal Manager API m WCM WebServices In the following the programming interfaces are briefly described WCM Java API The WCM Java API offers a defined interface for integrating external Java programs in the WCM system This may be so called server agents that are executed within a server or external programs that access a server from a remote computer Once an external program has registered itself it is activated in defined circumstances m when an event occurs e g adding deleting or moving a WCM object m when a defined status in the sequence control is reached Programs that use the WCM Java API must be implemented in Java They have access to among other things staging operations administra tion functions and system administration information of Livelink WCM Server For information on integrating server agents see section Managing Server Agents starting on page 282 Information on how to use the WCM Java API can be found in the WCM Java API Programmer s Manual Administrator Manual 53 Chapter 2 Portal Manager API The Portal Manager API is available if the respective Content server runs in the context of a JSP engine or as a web application in an application server The Portal Manager API enables you to create and manage dynamic
171. files are located in the subdirectory admin log in the WCM installation directory Note You can view the logs of the servers in the System administration view see Server Logs on page 329 Administrator Manual 129 130 Livelink WCM Server CHAPTER 4 User Administration All users who are to access the WCM system are managed in the Admin client To group users in accordance with the organizational struc ture of the company and their tasks and to assign special access rights you can define groups and roles and assign functional areas There are three possible ways to store user information m the RDBMS which is also used for storing the website data an LDAP directory service which Livelink WCM Server accesses via the protocol LDAP Lightweight Directory Access Protocol For information on configuring LDAP integration refer to the Livelink WCM Server Installation Manual Use the Admin client to assign the WCM attributes to the principals saved in the LDAP direc tory server see section Setting WCM Attributes in LDAP on page 134 a Livelink user administration For information on configuring this integration refer to the Livelink Integration Manual for the WCM system Note on LDAP and Livelink Users with appropriate administration rights in the WCM system can make changes to users which also affect Livelink and the LDAP directory service These users do not require any privileges in the Livelink system o
172. following functions are available to you for managing pools adding a pool see Adding a Pool on page 162 m modifying pool settings see Pool Settings on page 164 deleting a pool see Deleting a Pool on page 167 You cannot delete global WCM pools Administrator Manual 161 Chapter 5 Note A server can only access pools which have been assigned to it This is done in the assignments of the server see section Assigning Pools to Servers on page 182 Pools which are based on custom connection types cannot be assigned to servers Adding a Pool Pools that you add with the Admin client can be based on one of the default connection types or a custom connection type New pools are required for different purposes JDBC pool If your user data is managed in an LDAP directory service no JDBC pool for the connection to an RDBMS is created during installation of Livelink WCM Server For saving the website data in the database you must set up a JDBC pool m JDBC pool Additional JDBC pools might be required if the WCM servers of a distributed system access separate data storages or if user and website data is to be stored in separate databases Note When you add a JDBC pool it must indeed access a different database than the JDBC pools that already exist Other wise problems occur when the new pool is used by the servers Livelink pool If you want to integrate one or more Livelink systems Liv
173. for business communication with authorized external users e g partners or customers Firewall Hardware or software that monitors the data flow between a public and a private network and protects networks against unauthorized access Livelink WCM Server supports architectures protected by firewalls Form Possibility to integrate dialog elements to be filled in by users in web pages The content of such a form can be sent to the server for further processing Frame object Object type for a frameset Administrator Manual 367 Glossary Frame topic Frame object that is at the same time used as a topic for content organization See also Topic Group Collection of users for which specific access rights can be defined User groups are usually tied to organizational units such as departments and projects Group role Combination of a group and role The group role is not an organizational unit that is defined in the Admin client but a configuration option for the object access rights in the Content client HTTP Hypertext Transfer Protocol A communication protocol for transferring HTML pages HTTP server An HTTP server offers an HTTP client browser HTTP services over a standardized TCP IP port HTTP tunneling When HTTP tunneling is used the data in a WCM system is sent wrapped in a HTTP data flow The data is coded according to the VIPP protocol and additionally packaged in HTTP In firewall s
174. g the view e Above each overview in the right window pane a legend explains which components are displayed in what color If you can perform functions in the selected view this is also indicated Double click a component to edit it WCM server Search server Fig 111 Legend in system overview The following table provides a brief overview of the individual items of the system overview For detailed information on the individual items refer to the Admin client s online help Administrator Manual 355 Chapter 11 Table 18 System overview items Item Available information Hosts Shows the computers hosting the various WCM servers the Search servers the RDBMS the LDAP servers and the SMTP server used If you have entered information on the web server or a firewall via System overview gt Web servers or Firewalls this information will also be displayed Pools Shows the pools configured for the connections between the WCM servers to the RDBMS and to the LDAP direc tory service if used including all ports used Special WCM pools Shows the configured special WCM pools for connections between two servers including the ports used Connection Status Status of the connections in the configured pools Connections that cannot be established at the moment e g because the respective server is not running are marked by red arrows Active connections are repre sen
175. ghts and administration rights See section Managing Groups and Roles starting on page 143 World This entry represents all users of the WCM system You can assign administration rights to it See section Managing the Rights of the Principal 1 World on page 150 Functional areas Add functional areas and assign users groups and roles to functional areas See section Managing Functional Areas starting on page 150 Websites Assign users groups and roles to websites See section Website Assignments starting on page 156 By using the filter functions of Livelink WCM Server you can quickly find the right entry even with a large number of users groups and roles For further information on searching see section Using Filter Functions on page 104 Administrator Manual 133 Chapter 4 Setting WCM Attributes in LDAP If you use an LDAP directory service to manage your company s user data you can add the WCM attributes to the users groups and roles stored in the directory service and thus enable them to access the WCM system This function is only available if you have configured the integration of Livelink WCM Server with the LDAP directory service accordingly and if you have specified an LDAP system for user administration when installing the WCM system For more information refer to the Livelink WCM Server Installation Manual Note The LDAP users that are assigned WCM att
176. gned to a website License display in the system administration The system overview items Legend in system overview Generating e mail with system files Administrator Manual 283 286 287 297 299 299 301 303 304 306 309 310 315 317 323 324 325 330 333 334 335 338 339 341 344 345 354 355 362 11 List of Tables Table 1 Data storage views and possible deployment systems DS 38 Table 2 Functional areas and object types 69 Table 3 The individual administration rights 75 Table 4 Functions in the four Admin client tabs 99 Table 5 Configuration items that can be localized 125 Table 6 Items and functions of the user administration 132 Table 7 Server assignments 174 Table 8 Assignments of websites 202 Table 9 Entries in the export import conf xml file 254 Table 10 Entries in the file subtree export import conf xml 265 Table 11 Functions for the configuration of server agents and utilities 281 Table 12 Overview of the server agents supplied 289 Table 13 Log parameters for the FileLabeling agent 300 Table 14 Utilities and their functions 311 Table 15 Items and functions of the system administration 316 Table 16 Server run levels 319 Table 17 Website run levels 342 Table 18 System overview items 356 Table 19 Icons and functions in the System overview 358 12 Livelink WCM Server Administrator Manual 13 14 Livelink WCM Server CHAPTER
177. gnment between two items 1 Mark the desired item in the tree on the left e g the group to which you want to assign a user 2 Right click the item then choose the appropriate command on the context menu e g Assign users Administrator Manual 109 Chapter 3 D User administration p Users B Groups B Board B DefaultGroup B External HumanResources Ue t it 3 Trainee L Training 3 WebsiteAdmin 7G ee Fig 26 Assignment using the context menu Alternately you can click the corresponding icon g Icon for assigning a user 3 In the selection dialog box select the desired item for the assignment 110 Livelink WCM Server Working in the Admin Client You can use the filter fields to limit the display of elements Name User ID Search and update display lt gt Name UserID Antonella Bianchi abianchi a Administrator admin Admin Admin Christian Erdmann cerdmann David Carson dcarson Elke Schmidt esthmidt Helen Shepard hshepard Juan Gomez jgomez Joshua F Stein Jjstein _ Klaus Blume ikblume Manuel Moreno immoreno a oo Cancel Help Fig 27 Assigning a user to a group When assigning principals you have the possibility of using the filter functions to restrict the number of princip
178. he proxy data storage Thereby both databases are synchronized In the following diagram the connections from the master Admin server to the other servers are not shown Master Admin Server Proxy Content Server 3 Master Content Server InternetSite InternetSite Notification in case of changes f l Proxy Content Server 1 Proxy Content Server 2 Notification and transmission of content Fig 9 Distributed WCM system with separate databases Administrator Manual 61 Chapter 2 If a WCM object is changed the master Content server informs the proxy Content servers 1 and 3 Proxy Content server 1 informs proxy Content server 2 about the changes Deployment for the changed objects is carried out on all the notified servers so that the corresponding pages are updated You can adjust the communication between the servers of your WCM system to best suit the requirements of your LAN or WAN see Communication Between the Components of a WCM System on page 46 A distributed system of this kind is created using of the option User defined installation in the WCM installation program see Livelink WCM Server Installation Manual When creating a website with several proxy Content servers and separate databases you can obtain assistance from the new website wizard see Creating a Website with the Option User defined on page 218 Distributed System with Two Websites Several
179. he Admin client For notes on integrating an LDAP directory service refer to the Livelink WCM Server Installation Manual To log in to the Admin client 1 Launch the Admin client The Login dialog box opens gt Administration WCM SERVER User ID Password Cancel Connecting i Fig 15 Logging in to the Admin client 2 Enter your user ID and the corresponding password 3 Click the Login button When you first log in to the WCM system you are asked to change your password 96 Livelink WCM Server Working in the Admin Client Note User ID and password are case sensitive For Livelink WCM Server administrator and Administrator are two different users Expiration interval If you do not work in the Admin client for a longer period of time the connection to the Admin server is interrupted If you want to resume your work you will have to log in again The interval after which the connection to the Admin server is interrupted can be specified in the Admin server settings Administration tab Expiration interval parameter Logging in with a different user ID While working in the Admin client you can log in with a different user ID Choose Re login on the Program menu The main window of the Admin client builds up again in the language of the corresponding user Current login information To view information on the user currently logged in to th
180. he overall system 1 Make sure that the Admin client is connected to the master Admin server of the WCM system see section General Server Settings on page 176 2 Select the proxy Admin server via Configuration Servers gt server name 3 Choose Deregister proxy Admin server on the context menu or click the corresponding icon Icon for deregistering a proxy Admin server The configuration data of the Content and Search servers and the config uration data of the proxy system s pools is removed from the configuration of the master Admin server Similarly the configuration data of the master system is removed from the configuration of the proxy Admin server This means that only the configuration of the proxy system is left on the proxy Admin server The users who had administration rights for the proxy system before the proxy Admin server was registered get these rights back That means that users who only have administration rights for the master system cannot access the proxy system any longer 196 Livelink WCM Server Managing Servers Note After deregistration the proxy system only has a proxy Admin server As a result no websites can be created and managed in this system To be able to use the proxy system again you must assign it to a new master Admin server Deleting Servers from the Configuration If a server is no longer needed you can remove it from the WCM system By default this is not don
181. he so called principals of the WCM system m using a relational database as for storing website data m using a Livelink user administration m using an LDAP directory service You must determine which of these possibilities you want to use before installing Livelink WCM Server For this decision consider the following Does your company already have a central user administration e g on the basis of an LDAP directory service that you want Livelink WCM Server to access m Whatis the architecture of the planned WCM system For distributed WCM systems in particular we recommend the use of an LDAP directory service Is aLivelink system available whose user administration can be accessed For detailed information on the preparations required for using a database or an LDAP directory service refer to the Livelink WCM Server Installation Manual For information on using a Livelink user administration refer to the Livelink Integration Manual for the WCM system If you use an LDAP or Livelink server for managing users the user infor mation is not stored in the database of the WCM system but only in the LDAP or Livelink server This ensures company wide consistency of this data When a user logs in the master Admin server of the WCM system contacts the LDAP or Livelink server which then performs the user s authentication Administrator Manual 45 Chapter 2 When you set up a distributed WCM system with one or more prox
182. hich you want to add an item e g Deployment systems Right click the node then choose the command for adding an item on the context menu e g New deployment system Ay Configuration E 2 Pools Gi Custom connection types a A Servers E W Websites Deployment sy El ss Server agents Reese nlaymientarelern a E utilities Help Repositories E Applications H E Search servers Fig 23 Adding an item via the context menu Livelink WCM Server Working in the Admin Client Alternately you can click the corresponding icon r Icon for adding a deployment system a Deleting Items To delete an item such as a user 1 Select the desired view e g User administration 2 Mark the item e g an individual user in the tree on the left 3 Right click the item then choose the appropriate Delete command on the context menu e g Delete user Alternately you can click the corresponding icon icy Icon for deleting a user When you delete an item it is automatically deleted from all relevant assignments So in our example the deleted user is no longer listed in the assignments of a group This automatic update of assignments is performed throughout the entire Admin client Editing the Basic Settings of Items Every item has a number of basic settings e g the name of a principal or the basic URL of a website If you have expanded the tree down to an indi vidual item such as a grou
183. iated Content servers by means of the installation program After this you must register the proxy Admin server in the configuration of the master Admin server so that the proxy Admin server is notified of any configuration changes and receives the modified data You can register as many proxy Admin servers as you wish Notes The Content servers which are assigned to the proxy Admin server must have unique names which are not used in the master system m Master and proxy Admin servers should access the same user administration i e the same LDAP server the same Livelink server or the same database For user administrations based on LDAP or an RDBMS you can use separate servers provided that the user information is kept identical by means of synchronization between the servers This synchronization does not belong to the tasks of the WCM system The Admin servers must access the same type of user administration e g both a database You cannot mix different user administration types The initial administrator of the proxy WCM system must have the same user ID as the administrator of the master WCM system Changing the WCM system configuration Via the master Admin server After registering a proxy Admin server the configuration of the WCM system can by default only be changed via the master Admin server The master Admin server transfers the changes to all registered proxy Admin servers If the WCM system configuration was
184. ice used and check the connection from the assigned server s On the LDAP WCM connection tab you can change the names of the WCM specific LDAP object classes Administrator Manual 165 Chapter 5 For WCM pools On the WCM connection tab you can change the connection data for the servers In the extended settings for the protocol VIPP or HTTP parameters such as buffer sizes timeouts or Keep Alive mechanisms can be defined Foruser defined pools On the Parameters tab you can change the special parameters of pools that are based on a custom connection type 3 Make the desired changes 4 Click the Apply button Notes Changed connection data of a WCM server only becomes valid after the respective servers have been restarted If you change the host names SSL settings or port numbers of an Administration server the respective entries in the start scripts of the associated servers and of the Admin client must also be modified The start scripts contain the information for connecting to the Administration server e g admin wcmserver company com vipp 5002 http 5003 166 Livelink WCM Server Managing Pools and Connection Types Deleting a Pool If a pool is no longer needed e g because the relevant database connec tion is no longer available you can delete it Before deletion Livelink WCM Server checks whether the pool is no longer used by any server You can only delete the pool in that case Notes
185. ies Table 12 Overview of the server agents supplied Server agent Expiration Notification Function Automatically sends e mails about expired objects in a website See ExpirationNotification and ReleaseNotification on page 290 Automatically integrated v DatabaseUpdate Repairs proxy data storages See DatabaseUpdate on page 292 ManualDeployment Starts the deployment on request See ManualDeployment on page 294 ReleaseNotification LinkResolving ContentMiner Notification Automatically sends e mails about objects released with a delayed release date See ExpirationNotification and ReleaseNotification on page 290 Subsequently resolves relative links See LinkResolving on page 295 Synchronizes the calls between the search engine and Livelink WCM Server See ContentMinerNotification on page 296 WebsiteExport Exports websites See WebsiteExport and Websitelm port on page 296 Websitelmport Imports websites See WebsiteExport and Websitelm port on page 296 Administrator Manual 289 Chapter 9 Server agent Function Automatically integrated Automatic Automatically converts WCM objects Conversion See Automatic Conversion on page 296 FileLabeling Automatically labels generated pages as executable files See FileLabeling on page 298 LivelinkFolder Automatically synchronizes
186. iled information on the individual fields refer to the Admin client s online help 3 Click the Finish or Apply button Note After adding new paths to the configuration of Secure Access the web server must be restarted so that it can read the new Secure Access configuration 188 Livelink WCM Server Managing Servers Removing a Path from Secure Access To remove a directory from being monitored by Secure Access 1 Select Configuration gt Servers gt server name gt Secure Access assigned paths 2 Mark the desired path in the tree on the left 3 Choose Delete path setting for Secure Access on the context menu or click the corresponding icon a Icon for deleting a Secure Access path setting Managing Proxy Admin Servers You require a proxy Admin server if you m usea WCM system distributed over a WAN m setup a proxy Content server for the Production view outside a fire wall The structure of a WCM system with firewall is described in section Distributed System with Firewall on page 57 want to use a second Admin server in addition to the master Admin server The associated proxy Content servers contact the proxy Admin server instead of the master Admin server The proxy Admin server has the following tasks m loading server configuration at startup m logging in users m checking licenses Administrator Manual 189 Chapter 6 First you install the proxy Admin server and the assoc
187. in client and integrate this web application in an application server Using the Admin client as a web application makes it possible to signifi cantly reduce the administration effort for the WCM system Program updates and Service Packs can be installed more easily Moreover you do not have to enter the individual installation parameters when installing distributed Admin clients Two technologies are available for using the Admin client as a web appli cation applet and Java Web Start application The preferred technology should depend on the existing infrastructure in your company In principle the Admin client can simultaneously be distributed to different computers both as an applet and as a Java Web Start application Administrator Manual 117 Chapter 3 When using the Admin client as a web application the following differ ences exist compared with a local installation No information is written to the log files All standard output and error output is written to the console of the Java plugin or to the console of Java Web Start The settings for the Admin client such as information on window size and position and the configuration options set via Program gt Settings are not stored Inthe Tools menu the commands Create web application for Admin client and Deploy resources are not available Note For information on the requirements for using the distributed Admin client e g on the supported operating syst
188. in the sequence you specified Use the buttons A and to change the sequence of the LDAP pools Assigning Agents to Servers Server agents are Java programs that are loaded when a server starts Server agents run in the same runtime environment of the Java Virtual Machine JVM as the relevant server Agents perform special functions and can be used to automate processes in the WCM system For this purpose they use the WCM Java API of Livelink WCM Server see WCM Java API Programmer s Manual A number of standard agents are supplied with Livelink WCM Server Some of these agents are automatically installed and assigned to servers when setting up a WCM system or a website Other agents supplied have to be manually integrated in the WCM system and assigned to a server in order to become active Similarly if you develop new agents on the basis of the WCM Java API you must first integrate them and then assign them to a server Agents are integrated and deleted under Configuration Server agents see section Managing Server Agents starting on page 282 184 Livelink WCM Server Managing Servers In the server assignments Configuration gt Servers gt server name gt Agents you can see an overview of the agents assigned to the server All assigned agents are started automatically when the server starts or changes from run level 3 to run level 4 Ay Configuration Name g MG
189. ine help of the Admin client The new connection type is immediately available for new pools Connection Types Settings To view or edit the settings of a connection type proceed as follows 1 Select Configuration gt Custom connection types 2 Mark the desired connection type in the tree on the left 168 In the right window pane the settings are displayed on three tabs The individual parameters are described in detail in the online help of the Admin client Livelink WCM Server Managing Pools and Connection Types Re WCM Server Administration Admin Configuration Program View Tools Help e lt 00O A Configuration Name andclass Connections Parameters a Pools e Custom connection types Name CRM Connector CRM Class name example company crm CrmPool e Servers W Websites Deployment systems 5 Server agents TE utilities Repositories a Applications T Search servers He i G it Configuration Fig 50 Settings of a connection type m On the Name and class tab you can change the Java class On the Connections tab you specify the default values for the number of connections that are to be managed in the respective pools On the Parameters tab you can edit the special parameters of the connection type 3 Make the desired changes 4 Click
190. ing entry will be removed completely from the LDAP directory service If you delete a Livelink user this user is marked as deleted in Livelink but not removed from the database Managing Groups and Roles With Livelink WCM Server you can assign the users of a website to groups and control access to the website objects by assigning rights to these groups Usually groups are tied to organizational structures such as departments or projects e g Marketing or Sales Roles offer another way of classifying users Unlike groups roles are defined in terms of tasks e g Project Manager or Editor For general information on access control by means of groups and roles see section Access Control starting on page 65 The procedures for managing groups and roles are identical and are therefore described together If you open the main item Groups or Roles in the User administration view the available groups or roles are shown in the tree on the left Administrator Manual 143 Chapter 4 D User administration E p Users T Groups f B Board B External B HumanResources B Marketing Officemanagement B ResearchDevelopment B Sales B Standardgruppe Training B WebsiteAdmin Fig 41 Groups of the WCM system ics BEA eee ee The following functions are available to you for managing groups and roles using existing groups and roles from your LDAP system for the WCM syste
191. ing the objects of the website with the Content client at least one of the assigned Content servers must run in the context of a JSP engine or as a web application in an application server The overview now shows all the servers selected website x Proxy Content servers Use the Add button to selectthe proxy Content servers that can be lt assigned to the website K y Servername Type Pool l Add Proxy_Content2 CONTENT proxyconten Proxy_Content3 CONTENT contentpool e Proxy_Content CONTENT proxyconten H Fig 69 Overview of all selected proxy Content servers Click the Change button to change the entries for a proxy Content server or click the Remove button to delete a proxy Content server from the list Confirm your entries for the proxy Content servers for the new website by clicking the Next button Step 4 Define Routing between the Servers In the next dialog box you specify which Content servers are to notify each other about changes to WCM objects and which data storage view is to be transmitted For general information on routing refer to section Routing Between the Servers on page 47 220 Livelink WCM Server Managing Websites In a distributed system it may be useful to adapt the routing to the situa tion in the LAN or WAN because of differences in data transfer rates or firewall scenarios To change the routing 1 Mark a server in the ta
192. ingle user mode or 5 Server up If the run level of a server is further reduced the websites are also shut down auto matically For an overview of the server run levels refer to table Server run levels on page 319 Administrator Manual 341 Chapter 10 The following table explains the run levels of websites Table 17 Website run levels No Name Description Required server run level Website inaccessible One or all websites are no longer accessible not even for read only access 4 Single user mode 5 Server up Configuring website The specified website is config ured in this run level the configuration data is written When changing to the next higher run level the websites are initialized for read only access Website read only One or all websites are avail able for read only access When changing to the next higher run level the deployment systems are initialized Deployment complete Initialization of the deployment systems is complete i e deployment jobs are in progress On transition to the run level Website read only no more deployment jobs are processed On transition to the next higher run level the websites are released for write access 10 Website up One or all websites are avail able for write access 4 Single user mode 5 Server up 342 Livelink WCM Server Sy
193. ings for the group or role i x Name Marketing E mail marketing company example vi WCM access J eee _ T Fig 42 Dialog box for adding a group For detailed information on the individual fields refer to the Admin client s online help Administrator Manual 145 Chapter 4 4 Click the OK button Edit Group or Role Information To change the settings of a group or role 1 Select User administration gt Groups or Roles 2 Mark the desired group or role in the tree on the left The settings are displayed in the right window pane 3 Make the desired changes For detailed information on the individual fields refer to the Admin client s online help 4 Click the Apply button Modifying the Assignments of a Group or Role By means of the assignments you can assign users to a group or role allow the group role access to a website and set the default object rights and administration rights for the group role For general information on groups roles functional areas and rights see section Access Control starting on page 65 How to create and remove assignments between items is described in section Editing Assignments of Items on page 109 To open the assignments of a group or role select User administration gt Groups or Roles group name role name Use the toolbar or the context menu to modify the assignments 146 Livelink WCM Server
194. ings of Attribute Sets on page 236 m removing an attribute set from the website settings see Deleting an Attribute Set on page 237 Note If the proxy Content servers assigned to the respective website use separate data storages changes to attribute sets must also be saved there For this reason the system checks whether these proxy Content servers are available and whether the JDBC pools assigned can be used If this is not the case an error message is displayed and the changes to the attribute sets cannot be saved Administrator Manual 235 Chapter 7 Adding an Attribute Set To configure a new attribute set 1 Select Configuration gt Websites website name Attribute sets Choose New attribute set on the context menu or click the corre sponding icon oi Icon for adding an attribute set Inthe next steps you specify the name of the attribute set and assign new or existing attributes to it Follow the instructions of the wizard For detailed information on the individual parameters for the new attribute set refer to the online help of the Admin client Settings of Attribute Sets To edit the settings of an attribute set 1 236 Select Configuration gt Websites website name Attribute sets Mark the desired attribute set in the tree on the left The settings displayed are made when the attribute set is added On the Attributes tab you can use the bu
195. irectories From there the files become visible for the users via an HTTP server Deployment systems may be of various types and categories 366 Livelink WCM Server Glossary Deployment system category Depending on the way of processing deployment jobs deployment systems are assigned to various categories Standard deployment systems automatically generate a new page every time a WCM object is changed The generated pages are stored in the file system Dynamic deployment systems generate the pages on the basis of user defined settings and only when the page is requested via the HTTP server The generated files are stored in a flat file structure By means of Search engine deployment systems you can prepare your website data for use with a search engine WebDAV deployment systems are required for the use of WebDAV clients InSite Editing deployment systems provide the basis for editing and adding content directly in the website without the Content client Deployment system types On the basis of the staging concept of Livelink WCM Server a distinction is made between deployment systems of type Edit QA and Production Different views of the website data are generated depending on the type Edit view In the Edit view of Livelink WCM Server the objects of a website are created and edited Here the most current status of the objects is visible Extranet Information platform based on Internet technology
196. is synchronized with the data of the target website during the import of the respective data See Merging the Structural Information of Source and Target Website at the end of this section OIDs During import the exported WCM objects get new OIDs All existing references within the exported subtree are modified accordingly Note The mapping of the OIDs is logged in detail in the import log see Logging Export and Import on page 268 OIDs that are contained in special attributes are also changed In the parameter lt vip oid mapping for gt of the configuration file subtree exp imp conf xml you can enter the names of these attributes The OIDs contained in these attributes will be replaced by the new OIDs of the target website during the import OIDs that are part of the content of WCM objects e g in JSP pages cannot be modified automatically References By default objects referenced by the exported WCM objects are not exported link depth 0 You can however define exceptions and specify object types that are to be exported if references to them exist These might for instance be graphics that are stored centrally If an exported WCM object contains a reference to a WCM object of one of these object types the referenced object is also exported and stored in the special topic ext which you will find in the imported subtree after the import
197. ite via Configuration Websites The settings are shown in the right window pane on the tabs General and Routing The settings on the General tab are defined when setting up the website You cannot change them subsequently You can only modify the caching parameters On the Routing tab you can see the ways used by the servers to notify each other about changes If you want to change the routing to optimize communication between the servers in order to take account of conditions in your LAN or WAN you must remove the proxy Content server from the website assignments then reassign it with different routing specifications For further information see section Proxy Content Servers Assigned to a Website on page 228 226 Livelink WCM Server Managing Websites Deployment Systems of a Website Select Configuration gt Websites website name Deployment systems for an overview of the deployment systems that generate the pages for the WCM objects and make these files available on the Content servers The deployment systems are displayed in a list in the right window pane Configuration Name Type Category ii Pools Companylntranet_edit EDIT Dynamic il G rae connection types Companylntranet_prod PROD Standard h yy Websites Companylntranet_qa QA Dynamic W Companyintranet amp Deployment systems amp Proxy Content servers a A Object types Attribute sets H Object catego
198. ithout prior written authorization of Gauss Interprise AG or Gauss Interprise Inc Moreover the regulations of the software license agreement apply to this documentation All brand names and trademarks mentioned are the property of their respective owners http www opentext com bridgin auss html Program version Livelink Web Content Management Server Content Server 9 5 1 Document version En 01 Publication date May 2006 Table of Contents List of Figures List of Tables Chapter 1 Introduction What Livelink WCM Server Has to Offer About this Manual Typographic Conventions Chapter 2 Concepts Basic Components of a WCM System Scenarios for Setting up a WCM System Access Control Unicode with Livelink WCM Server WebDAV with Livelink WCM Server Chapter 3 Working in the Admin Client Logging In and Out The User Interface of the Admin Client Editing Items in the Admin Client Managing Other Products of Livelink WCM Server General Settings of the Admin Client Using the Admin Client as a Web Application Deploying Resources Help on the Admin Client 12 15 15 19 22 25 25 55 65 82 87 95 95 98 102 115 116 117 122 128 Livelink WCM Server Chapter 4 User Administration 131 User Administration Functions 132 Setting WCM Attributes in LDAP 134 Managing Users 136 Managing Groups and Roles 143 Managing the Rights of the Principal World 150 Managing Functional Areas 150 Website Assignments 156
199. itional users can still log in to the system but they cannot make or save any changes Every administrator logged in to the Admin client has write access and therefore uses up one license If an author does not log out properly but does not continue to work in the WCM system the inactive author session will be terminated after a certain period of time The time that an author session remains valid the so called Expiration interval can be specified in the settings of the Administration server Administration tab If you open the Users item a list of users and session IDs of the logged in users with write access is displayed m Servers number of servers All WCM server processes in the WCM system are counted i e master Admin server master Content server and all proxy servers If you open the Servers item a list of the installed servers is displayed in the right window pane Administrator Manual 345 Chapter 10 m Websites number of websites If you open the Websites item a list of the configured websites is displayed in the right window pane Deployment systems number of deployment systems If you open the Deployment systems item a list of the installed deployment systems is displayed in the right window pane Installation of additional products of Livelink WCM Server such as Search servers or WCM WebServices If you have limited term licenses e g for test purposes the remaining validity period is also
200. ivelink WCM Server Workflow To extend the predefined editing and publication stages of WCM objects by custom workflow steps you can assign a workflow to a WCM object Depending on the processes in your company this workflow may contain several Edit and QA steps When the workflow is created in the Content client certain users are assigned to the workflow steps Only these users are allowed to edit the respective objects within these workflow steps Of course the users also need sufficient object rights 30 Livelink WCM Server Concepts After editing the WCM object the user simply selects one of the predefined workflow steps in order to forward the object to the next user or to return it to the previous workflow step The normal staging actions submit reject release etc are not available The necessary staging transitions are automatically performed in the background The following diagram illustrates an example workflow Q New object Change text Final check Fig 3 Example workflow in Livelink WCM Server Add image Graphics specialist Note For detailed information on working with staging and workflow refer to the Content Client User Manual Administrator Manual 31 Chapter 2 The Server Concept of Livelink WCM Server The servers that make up a WCM system are divided into different server categories and server types The Server Types According to the tasks of the s
201. k folders 302 system administration 315 functions 315 system architecture 25 system overview 353 functions 358 information 354 send system files 359 system with firewall scenario 57 system wide login 81 T tab Configuration 99 System administration 99 System overview 99 User administration 99 Technical Support information from system overview 353 send system files by e mail 359 template for object content 307 ThreadManager report 328 threads 310 328 toolbar 100 trace logs 332 delete 334 save 334 send by e mail 334 update 334 tracing 332 385 Index translate items 123 types of deployment systems 37 U Unicode configuration of Livelink WCM Server overview 84 for website 208 in general 82 update report 326 server log 331 trace log 334 up to date content 18 URL minimum configuration for new website 211 URL cache invalidation 310 user administration 131 functions 132 in general 45 LDAP 134 user interface of the Admin client 98 user defined creation of a website 218 users actions in progress 334 administration rights 141 assign functional areas 154 assign websites 156 assignments 140 delete 142 in general 67 information on logged in users 339 log out 340 manage 136 monitor logged in users 339 monitor logged in users ContextList 327 new 138 settings 139 386 UTF 8 configuration of Livelink WCM Server overview 84 for website 208 in general 83 utilities manage 310 report in system administ
202. kUserRepository roles users Eh VipDAVLockRepository g Applications H Parameters max records store VIPDAY_LOCKSTORE poolname server ContentServer1 ContentServer2 converter class oracle 23 Oe DRCRCRCRCRCRCROECRSY co Fig 14 Configuring multiple JDBC pools for WebDAV 5 Click the Apply button Step 2 Configure the Servlet Mapping Note This configuration step is not required if the Content server used runs as a web application in an application server Enter a servlet mapping for the WebDAV servlet of Livelink WCM Server in the configuration of the JSP engine you use If you work with Resin for example the mapping looks as follows lt servlet mapping url pattern vipdav servlet name de gauss vip webdav VipDAV gt 90 Livelink WCM Server Concepts Step 3 Set up a WebDAV Deployment System To add a WebDAV deployment system 1 Launch the Admin client 2 Select Configuration Deployment systems 3 Choose New deployment system on the context menu or click the corresponding icon cy Icon for adding a deployment system The wizard for new deployment systems starts 4 Follow the instructions of the wizards Please note the following In the first window of the wizard select the category WebDAV deployment system m In
203. left 3 Choose Delete object category on the context menu or click the corresponding icon a Icon for deleting an object category 4 Confirm the security prompt by clicking the Yes button Assigning Converters to Websites Processing source files that are not available in HTML format is an impor tant function of content management systems For this purpose Livelink WCM Server offers the possibility to integrate external conversion programs A converter can for example be used to generate a set of HTML pages from word processor documents The source files are saved together with the generated files as one complex Select Configuration gt Websites website name gt Converters to integrate external conversion programs With the help of these programs you can convert files that are managed as WCM objects to HTML or other formats that can be displayed by a web browser This makes it possible to 240 Livelink WCM Server Managing Websites have conversions performed automatically by Livelink WCM Server You do not have to leave the WCM environment to do this Prerequisites for the use of converters For automatic conversion of files it is necessary to install a suitable conversion program You can basically use programs that m can run in the operating system used for the master Content server m canbe started using a command line interface m canbe ended automatically after successful conversion You can use any c
204. log box Intelligent templates ITF Direct release DIRECT_RELEASE References dialog REFERENCES Access rights dialog ACCESS RIGHTS Log dialog LOG Filter standard FILTER_STANDARD Filter edit FILTER_EDIT View Subordinate objects OBJECTLIST View Object list LISTVIEW View My objects FILTER_TODO Not used by default required for compati bility with VIP 5e Edit the option Direct release in the metadata View the References dialog box View the Access rights dialog box View the Log dialog box Use the standard filters Create and edit filters in the filter editor Subordinate objects view Object list view My objects and My work list views 70 Livelink WCM Server Concepts Functional area Default assignment to Allowed view or object type function in the internal Name Content client View Template structure none Template structure TEMPLATE_STRUCTURE XISW Import Use import functions IMPORT Search Use search functions COMI_SEARCH Since functional areas can be assigned to groups roles and individual users overlaps between these assignments are possible as in the case of access rights If a user has a specific functional area as a result of his her group membership and a second functional area as a result of an indi vidual assignment then both functional
205. loyment Systems of a Website on page 227 Proxy Content Overview of the proxy Content servers on which the servers website is available assign additional proxy Content servers to a website and remove assignments See section Proxy Content Servers Assigned to a Website on page 228 202 Livelink WCM Server Managing Websites Assignment Available functions Object types Attribute sets Add edit and delete object types e g HTML page or CGI script Object types are managed sepa rately for each website See section Managing Object Types of Websites on page 229 Add edit and delete attribute sets which are used to define object types Like object types attribute sets are website specific See section Managing Attribute Sets of Websites on page 234 Object categories Converters Add edit and delete object categories e g Invoice Object categories are managed separately for each website See section Managing Object Categories of Websites on page 237 Manage conversion programs See section Assigning Converters to Websites on page 240 finding orphan objects of a website and assigning them to a user WCM objects are considered as orphan if no valid principal group role or user is entered in their access control list as authorized to access the object Such objects can no longer be accessed with the Content client See secti
206. loyment systems store the generated pages in a flat file structure The topic structure of the website s is not reflected in the direc tory structure This considerably reduces deployment load e g when copying and moving objects For the dynamic deployment a servlet is used For this reason the respective Content server must run in the context of a JSP engine or asa web application in an application server For information on the configura tion of JSP engines and application servers refer to the Livelink WCM Server Installation Manual Administrator Manual 41 Chapter 2 Search engine deployment system You can use this deployment system category to prepare your website data for being processed by a search engine A search engine deploy ment system works on a static basis and only processes selected object types Graphics for example are by default not included in this deploy ment as they cannot be used for indexing and processing search requests Moreover you can define metadata that are to be included in the indexing process of the search engine Thus it is also possible to find metadata that are not included in the content of an object Only the content is processed in page generation any templates used are not included and references are not processed The WCM tags are however replaced The generated files are stored in a flat file structure WebDAV deployment system The WebDAV Web based Distributed Authoring
207. ly button Administrator Manual 277 Chapter 8 Deleting a Deployment System To delete a deployment system 1 Select Configuration gt Deployment systems 2 Mark the desired deployment system in the tree on the left 3 Choose Delete deployment system on the context menu or click the corresponding icon r Icon for deleting a deployment system After you have deleted a deployment system the view of website data that has been generated by this deployment system Edit QA or Production is no longer available on the Content server 278 Livelink WCM Server Managing Deployment Systems Administrator Manual 279 280 Livelink WCM Server CHAPTER 9 Managing Agents and Utilities The entire configuration of your WCM system is performed via the Admin client To open the configuration click the A Configuration tab in the Admin client In this chapter the following configuration items are described Table 11 Functions for the configuration of server agents and utilities Item Available functions Server agents Integrate configure and delete server agents and assign agents to servers See Managing Server Agents starting on page 282 Utilities Configure the utilities supplied e g the database clean up See Managing Utilities starting on page 310 Administrator Manual 281 Chapter 9 Managing Server Agents Server agents are Java implementations that are loaded when a s
208. ly loaded in the server This makes it possible to check whether all Service Packs for Livelink WCM Server are taking effect and whether the order of the JAR files in the class path is correct Server Logs Select System administration Active servers server name gt Server logs to view the logs of the selected servers These logs are sorted by name file size and date of the last change and contain the servers information and error messages They are stored in the subdirectories log log deployment and log contentminer of the WCM installation directory on the computer hosting the respective server Like reports the logs can be used to analyze and solve problems Notes Empty logs are not displayed in the Admin client They are however saved in the respective directories If the parameter noredirect is set in the start script of the respective server messages are not recorded in the log files but output to the console For more information on the parameters of the start scripts refer to the Livelink WCM Server Installation Manual Administrator Manual 329 Chapter 10 System administration 5 E Active servers Admin Master_Content Wy Associated websites EE Reports EH Server logs ki contentmineriMaster_Content_comiwork log i contentmineriMaster_Content_comiwork log 1 fi contentmineriMaster_Content_comiwork log 2 ii contentmineriMaster_Content_comiwork log 3 E contentmineriMast
209. m see Setting WCM Attributes in LDAP on page 134 adding a group or role see Adding a Group or Role on page 145 changing the e mail address or WCM access of a group or role see Edit Group or Role Information on page 146 editing the assignments of a group or role see Modifying the Assignments of a Group or Role on page 146 removing a group or role from the user administration see Deleting a Group or Role on page 149 Notes 144 Changes to a group or role do not take effect until the assigned users log in to the WCM system again As an administrator you can log out users via the System administration see Managing Logged in Users on page 339 Livelink does not differ between groups and roles For this reason the WCM roles are represented by Livelink groups For each Livelink Livelink WCM Server User Administration group the information is stored whether this group is a group or a role in the WCM system m In Livelink you cannot store additional information such as the e mail address with groups This means that you have to use the Admin client to edit WCM specific information of groups and roles Adding a Group or Role To add a group or role 1 Select User administration Groups or Roles 2 Choose New group or New role on the context menu or click the corresponding icon E Icon for adding a group a Icon for adding a role 3 In the following dialog box make the sett
210. mechanism and start options Java applications provide better solutions than applets When the Admin client is started as a Java Web Start application all required program data is downloaded from the application server After the first start of the Admin client no running application server is required as the existing program data is used offline use Note When the Admin client is used offline the program data cannot be updated automatically For this reason we recommend you keep the application server running after a successful installation Creating a Web Application for the Admin Client To create a web application for the Admin client 1 Choose Create web application for Admin client on the Tools menu The Create web application for Admin client dialog box opens Administrator Manual 119 Chapter 3 fai Create web application for Admin client q x Please enter the parameters for creating a WAR file for the Admin client By means of this WAR file the Admin client can be integrated as web application in an application server Note The name of the web application will become part of the URL Target directory CAProgram Files Tomcatiwebay Name of web application wemadminclient Fig 33 Creating a web application for the Admin client 2 Make the necessary entries for creating the web application For detailed information on the individual parameters refer to th
211. menu or the toolbar lt Assigning an agent to a server see Creating Assignments on G page 109 Removing the assignment of an agent to a server see also amp Removing Assignments on page 112 An overview of the status of the agents assigned to a server is available in the system administration under Active servers server name Agents You can start and stop the agents separately here See Assigned Agents on page 335 Administrator Manual 287 Chapter 9 Deleting an Agent Note You can only delete server agents that are not assigned to any server To delete an agent 1 Select Configuration gt Server agents 2 Mark the desired agent in the tree on the left 3 Choose Delete agent on the context menu or click the corresponding icon Icon for deleting an agent 4 Confirm the security prompt by clicking the Yes button The agent s configuration is deleted from the WCM system but the associated Java class is not deleted Supplied Server Agents Some agents are supplied with Livelink WCM Server i e the relevant Java classes are installed when setting up the WCM system Some of the agents supplied are automatically integrated in the WCM system and assigned to the respective server Others are supplied with the product but are not automatically integrated The following table gives an overview of the agents supplied 288 Livelink WCM Server Managing Agents and Utilit
212. ministration see section Managing Logged in Users on page 339 Deleting a Functional Area Note You can only delete custom functional areas that no longer have any users groups or roles assigned Moreover this functional area must not be assigned to an object type To delete a functional area 1 Select User administration Functional areas 2 Mark the desired functional area in the tree on the left 3 Choose Delete functional area on the context menu or click the corresponding icon Icon for deleting a functional area Administrator Manual 155 Chapter 4 Website Assignments In the User administration view you can use the main item Websites to assign users groups and roles to websites To create and configure websites change to the Configuration view of the Admin client see chapter 7 Managing Websites Open the main item Websites to display the list of assignments to users groups and roles D User administration d Functional areas E y Websites W Companylntranet B Users Groups Roles E WY InternetSite Fig 47 Website assignments By means of the toolbar or the context menu you can make and remove the following assignments Assign users and remove assignments EY Assign groups and remove assignments Ge a Assign roles and remove assignments 156 Livelink WCM Server User Administration If you assign a website to a u
213. mmer s Manual Scenarios for Setting up a WCM System Because of the flexible system architecture with master and proxy servers there are numerous possibilities for setting up a WCM system Since you can add further servers and deployment systems any time Livelink WCM Server also enables you to expand an installed system if your company s requirements change The following section describes several scenarios to illustrate the basic approach Notes Each of the scenarios described below focuses on one aspect of setting up a WCM system distribution on multiple proxy Content servers integration of a firewall separate data storage etc A real WCM system will normally involve a combination of different aspects m The Portal Manager API is available on all Content servers running in the context of a JSP engine or as web applications in an applica tion server This is also required for using the Content client and the Content client Classic Due to the restrictive lock mechanism of MS SQL Server we recom mend that you set up separate databases for the master Content server and the proxy Content servers This ensures that read access of the proxy Content servers is not blocked by actions that are performed on the master Content server Administrator Manual 55 Chapter 2 Minimum System The WCM system consists of a master Admin server and a master Content server The master Content server is executed in the context of a
214. ms which are installed on other Content servers but are accessible from this server DeploymentForwardThread report The report shows the status of the deployment components and statistical information on forwarding or processing deployment events and jobs m DeploymentSystemHandler report A DeploymentSystemHandler report is created for each deployment system It contains detailed information on orders and jobs of the deployment systems that are installed on this server m DisplacingObjectCache report This report provides information on the performance and effectiveness of the object cache You can specify the parameters for the object cache in the settings of the website see General Website Settings on page 226 and Step 1 Specify Website Name and JDBC Pool on page 207 a LicenseManager report For Content and Search servers the Licen seManager report contains only the IP address of the respective computer as well as the name of the Administration server to which license requests are forwarded For Administration servers the report contains the full range of license information for Livelink WCM Server Administrator Manual 327 Chapter 10 LivelinkObjectHandler report This report is created for each config ured Livelink entry point and contains statistical information on loading Livelink objects m LivelinkSystemManager report This report contains information on synchronizing the WCM cache for Livelink objec
215. n Websites website name Converters Choose New converter on the context menu or click the corre sponding icon Y Icon for configuring a new converter Follow the instructions of the wizard The exact parameters for the converter are described in the online help of the Admin client Converter Settings To change the settings of a converter 1 Select Configuration gt Websites website name gt Converters 2 Mark the desired converter in the tree on the left In the right window pane three tabs with the settings for the converter are displayed All these properties were defined when the converter was set up Except for the file extension you can change all parameters subsequently 242 Livelink WCM Server Managing Websites For detailed information on the individual parameters refer to the Admin client s online help 3 Make the desired changes 4 Click the Apply button Deleting a Converter To delete a converter 1 Select Configuration gt Websites website name gt Converters 2 Mark the desired converter in the tree on the left 3 Choose Delete converter on the context menu or click the corre sponding icon y Icon for deleting a converter 4 Confirm the security prompt by clicking the Yes button Reassigning Orphan Objects Note To perform this function you need the administration right Change system status When editing users groups and roles
216. n for the connection parameters to the master Content server lt vip server host gt localhost lt vip server host gt The entry localhost must be replaced with the name of the computer hosting the master Content server If the target website is managed on a different master Content server this entry must be modified accordingly before the import lt vip server vipp gt 5004 lt vip server vipp gt VIPP port for the connection to the master Content server using the VIPP protocol lt vip server http gt 5005 lt vip server http gt Port for the HTTP connection to the master Content server lt vip secure gt false lt vip secure gt If the connection to the master Content server uses a secure connection SSL true must be entered here lt vip server user gt admin lt vip server user gt User ID of the user who performs the export or import This user must have the necessary administration rights see Prerequi sites for Export and Import on page 264 Administrator Manual 265 Chapter 7 Line in the XML file Explanation lt vip server password gt admin lt vip server password gt Password of the user specified above lt vip installdir gt d wcm lt vip installdir gt Installation directory of Livelink WCM Server lt vip export import operation spec name export subtree gt Section with the information required for the export lt vip req website gt InternetSite lt vip req website g
217. n point in time m for the view of a specific user 40 Livelink WCM Server Concepts The current version of the objects in the Production view is displayed including all changes the respective user has made Addi tionally all changes that other users made before the object was edited by the selected user are displayed In the Configuration dialog box of the Content client you determine which of these options to apply to the dynamic deployment This way the users can control individually how they want to display the generated pages in the Content client By default the generated pages are stored in the local file system of the Content server As the dynamic deployment system can generate different views of the WCM objects see above the page is only stored in the file system if the settings for generating the page correspond to the default settings of the deployment system and if the released template is used If this is not the case the page is generated temporarily This means that pages which were generated based on individual user settings are not stored in the file system The pages stored in the file system are used as a cache when one of these pages is accessed the next time it can be loaded directly from the cache if the WCM object has not been changed in the meantime This makes access to these objects faster Access to temporarily created pages is however slower because the page must always be generated Dynamic dep
218. n the RDBMS used and its backup mechanisms it might be necessary to set down the run level of the website and or the servers for the backup If the RDBMS runs in the logging mode an online backup can be performed In this case the websites should be run down to run level 8 Website read only for ensuring a consistent state of the website data If an offline backup is performed the connections from the database to the master Content server or to the master Admin server if the user data is managed in the RDBMS will be interrupted during the backup To avoid error messages of the servers the servers should be shut down completely before an offline backup The frequency of the data backup depends on how often your website and user data is changed 348 Livelink WCM Server System Administration Note The database and the WCM configuration files are usually backed up separately However these two backups must be synchro nized so that the status of the database corresponds to the status of the configuration files For example when creating websites changes are made to both the database and the configuration files Restoring different backup statuses might lead to inconsistencies in the WCM system If you use a distributed WCM system with separate data storages you can also back up the data stored there It is however possible to repair proxy data storages by means of the Database Update agent If a proxy data s
219. ner notification 296 context menu 101 ContextList report 327 conversion automatic 296 ConvertContent 296 converter 240 configure 242 conversion process 241 delete 243 functions 242 prerequisites 241 settings 242 cookie for Secure Access 81 CPUs information in system overview 357 create website 204 create website application name and directory 214 assign principal 210 base directory and URL 211 deployment systems 216 222 user defined 218 377 Index D data backup 347 data storage users 45 website 43 database backup 348 update on proxy Content servers 292 users 45 website 43 database clean up 310 default content 307 default object rights in general 71 DefaultContent 307 delete agent 288 attribute sets 237 connection types 170 converter 243 deployment system 278 functional area 155 group or role 149 items in general 107 object category 240 object type 233 pools 167 servers 197 user 142 website 245 deploy resources 122 deployment agent for manual deployment 294 deployment system categories 38 deployment system types 37 in general 36 stop 324 deployment system categories 38 dynamic 40 378 InSite Editing 43 search engine 42 standard 39 WebDAV 42 deployment system types 37 deployment systems delete 278 functions 274 information in system overview 356 logs 329 manage 273 new 275 of a website 227 on aserver 180 327 settings 276 user defined creation of a website 222 deployment t
220. neral Website Settings on page 226 The server no longer has any deployment systems for this website Administrator Manual 179 Chapter 6 Procedure 1 Select Configuration gt Servers server name Websites 2 Mark the desired website in the right window pane 3 Choose Remove website assignment on the context menu or click the corresponding icon Icon for removing the assignment of a website to a proxy Content server This server cannot access the website data any longer You cannot remove the assignment of a master Content server to a website as this would make it impossible to edit the WCM objects Deployment Systems of a Server The deployment systems generate pages from the WCM objects These pages can be displayed by means of an HTTP server and a browser Depending on the type of deployment system installed the Edit QA and or Production view of the website is generated For general information on the deployment refer to section Deployment on page 36 Select Configuration Servers gt server name Deployment systems for an overview of the deployment systems installed on this server 180 Livelink WCM Server Managing Servers A Configuration Name v Type Category i tia i Companylntranet_edit EDIT Dynamic P ci connection Spes Companyintranet_prod PROD Standard F 3 Admin j Companylntranet_qa QA Dynamic a Mast
221. ng icon fm Icon for synchronizing the configuration between proxy and B master Admin servers The proxy Admin server s configuration data on servers and pools is synchronized with the configuration data for the overall system This adds new pools and servers to the configuration and removes deleted servers or pools from the configuration Deregistering a Proxy Admin Server You can remove a proxy Admin server from the overall system at any time e g if you want to assign it to a different master Admin server or if the structure of your WCM system changes This presupposes that the servers of the proxy system are no longer assigned any websites that are also managed in the master system For this reason you must remove the relevant assignments before deregis tering the proxy Admin server see Removing Assignment of a Website to a Proxy Content Server on page 179 Administrator Manual 195 Chapter 6 Note If the proxy Admin server is damaged or inaccessible the assign ments of the servers cannot be removed In this case the proxy Admin server cannot be deregistered Use the function Delete server to remove such a useless proxy Admin server from the configuration of the WCM system see section Deleting Servers from the Configuration on page 197 In contrast to a regular deregistration the proxy system can no longer be registered with another master system To remove a proxy Admin server from t
222. ng the agent for default content on page 308 This agent makes it possible to link templates of a website with default content thus presetting the content of new objects to which this template is assigned Existing WCM objects are used as default content When a WCM object is added the content of an existing WCM object is integrated automatically in the new object The agent must be assigned to the master Content server of the website The assignment of templates and default content is done separately for each website Thus if you manage several websites and want to use more than one agent for default content you must set up a separate agent for each website You define the parameters for the agent in the configuration Each template of the website can be assigned a default content If anew WCM object without content is added in the Content client the agent checks whether the template assigned to this object is linked with default content If this is the case the default content is inserted in the new object The function of the agent depends on several conditions These are auto matically checked by the agent when a user adds a WCM object The object type of the new object must match the object type of the WCM object with the default content for template object types only template object types can be used This rule also applies vice versa For non template object types e g HTML pages template object types may not be used
223. ng the website the WCM pool of the master Content server is automatically assigned to the proxy Content server If you want to prevent connections through the firewall from the proxy Content server to the master Content server remove the assignment of this pool via Configuration Servers name of the proxy Content server Pools 204 Livelink WCM Server Managing Websites Starting the Wizard A wizard helps you create the new website Proceed as follows 1 Select Configuration gt Websites 2 Choose New website on the context menu or click the corresponding icon w Icon for creating a new website 3 Specify the configuration of the new website ew website x Website configuration Specify the configuration of the new website a Minimum The website is administered by exactly one master Edit server This server performs all tasks Edit Quality Assurance Production For using the Content clients of the WCM system the server must be executed in the context of a JSP engine or as web application in an application server Minimum dynamic Corresponds to the type Minimum with dynamic deployment systems for the Edit and QA view and a standard deployment system for the Production view User defined The website administration tasks of the servers can be defined flexibly Thus the system load can be distributed across multiple proxy Content servers a cee Fig 62 Options when
224. nt if data is sent frequently e g concerning notifica tion about changes to content or configuration but the data volume trans ferred is low For this reason the connections for a WCM system are managed in pools This gives you the opportunity to define depending on your system s requirements how many connections you want to be established immediately when a server starts up and how many you want to kept open all the time the server is running If a connection is required for data transmission between the components of a WCM system it is taken from the respective pool When the transmis sion is complete the connection is returned to the pool For each connection purpose e g the connection to an RDBMS there is a special connection type provided with all parameters required During installation the default connection types are created automatically connection type JDBC for connections to relational databases connection type LDAP for connections to LDAP directory services m connection type Livelink for connections to Livelink systems m connection type WCM for connections between the servers 50 Livelink WCM Server Concepts In addition to the default connection types you can configure custom connection types e g for integrating third party systems and set up corresponding pools On the basis of the default connection types the installation program automatically adds the required pool
225. ntario Canada N2L 0A1 519 888 7111 If you subscribe to our Customer Assistance Program or would like more information about the support program write to Open Text Corporation s Customer Support at support opentext com or telephone 800 540 7292 or 519 888 9933 Our support hours are Monday through Friday 8 30 a m to 8 p m EST If you have comments or suggestions regarding this documentation write to the Open Text Corporation Publications Group at documentation opentext com For more information about Open Text Corporation s products and services visit our home page at http www opentext com 2006 IXOS SOFTWARE AG Werner v Siemens Ring 20 85630 Grasbrunn Germany Tel 49 89 4629 0 Fax 49 89 4629 1199 eMail office ixos de Internet http www ixos com All rights reserved including those regarding reproduction copying or other use or communication of the contents of this document or parts thereof No part of this publication may be reproduced transmitted to third parties processed using electronic retrieval systems copied distributed or used for public demonstration in any form without the written consent of IXOS SOFTWARE AG We reserve the right to update or modify the contents Any and all information that appears within illustrations of screenshots is provided coincidentally to better demonstrate the functioning of the software IXOS SOFTWARE AG hereby declares that this information
226. nts for example the topic Documents will be added below the root object Note Make sure that the parent topic is released Otherwise the agent cannot release any objects m timing optional Use this parameter to specify how often the agent is to check the Livelink folder for changes Enter a time followed by an interval Examples 10 00 00 every day The agent checks the Livelink folder once a day at 10 o clock 00 00 00 every 2 hours The agent checks the Livelink folder every two hours The check starts on the hour 00 30 00 every 2 hours The agent checks the Livelink folder every two hours The check starts on the half hour 00 00 00 every 5 minutes The agents repeats checking every 5 minutes default setting m topicTemplLate optional If the website topic for the Livelink contents is not assigned a template or is added by the agent the agent will create an HTML template for the topic If you want to use another template for the topic enter the template s path or OID as the value of this parameter In this way you can for instance assign a JSP template to the topic which automatically creates a navigation for the Livelink objects Administrator Manual 305 Chapter 9 If you specified an existing topic to which a template is assigned in the topic parameter this template will be used The template will also be applied to all subordinate topics added by the agent The configuration below th
227. nvironments Administrator Manual 17 Chapter 1 The managed content is stored in a relational database management system RDBMS Livelink WCM Server offers JDBC based support for various RDBMS for example Oracle You can have central data storage facilities for the entire company or distributed data storage for different servers The system architecture of Livelink WCM Server guarantees consistency of all content at all times even with distributed data storage Livelink WCM Server is completely integrated in the Livelink product family Thanks to its uncompromising support for open standards such as Java and XML and its powerful interfaces the product also offers the option of integrating existing corporate solutions such as application servers commercial applications or LDAP directory servers Reduced Costs Thanks to Reusability Livelink WCM Server optimizes the cost of providing and maintaining a company wide intranet or Internet solution Strict template based separation of content and layout ensures compli ance with company wide corporate design rules and also reduces the effort required to create and update content Both content and templates can be reused multiple times You can use Content Assembly for example to create assembled objects which consist of several fragments The individual fragments can be used in multiple objects Up to Date Content Up to date information is the key to customers purchase deci
228. odify the administration rights of the principal World you proceed in the same way as for users and groups For an overview of all administration rights refer to table The individual administration rights on page 75 Managing Functional Areas Functional areas perform two essential tasks m They determine which types of objects the users may add check out and check in Some functional areas such as Basic are by default assigned to object types Only users that have the corresponding functional area can add check in and check out objects of this object type m They determine which views and dialog boxes are available to the user in the Content client For general information refer to section Functional Areas on page 68 150 Livelink WCM Server User Administration If you open the main item Functional areas in the User administration view a list of available functional areas is displayed L User administration B Users E Groups B Roles O Word a Functional areas Access rights dialog O Advanced Basic Direct release Dynamic A Filter edit Filter standard Form A Import A Intelligent templates Livelink A Log dialog O References dialog Search E OA View My objects OA View Object list View Subordinate objects A View Template structure E OA Workflow Bee eee amp E
229. on Reassigning Orphan Objects on page 243 exporting and importing websites see section Exporting and Importing Websites starting on page 246 Administrator Manual 203 Chapter 7 Creating a New Website Please note the following points before you start configuring a new website m If the new website is to be managed by different Content servers than those already set up you must use the installation program to add the desired servers before you create the website For informa tion on adding servers refer to the Livelink WCM Server Installation Manual All Content servers on which the website is to be available later must be active and accessible m lf the servers are to access database connections for which no pool has yet been set up in your WCM system you can create such a pool while installing the website This is always necessary if when installing the WCM system you specified an LDAP directory server or a Livelink system for storing the user data In that case no JDBC pool is created during installation of Livelink WCM Server Even if an RDBMS is used for storing the user data a new JDBC pool is required if website and user data is to be saved in different databases If you create a website in a distributed WCM system in which for example the proxy Content server for the Production view of the new website is located outside a firewall outside the corporate network note that when creati
230. on 17338780 hshepard 45575 hshepard co Helen Shepard user D hshepard 45575400 jstein 06705500 jstein compa Joshua Stein user D jstein 06705500 Ej yy Active websites Licenses E T Search servers Jdcarson 173387 dearson com David Carson user Fig 106 List of logged in users Information on logged in users If you select System administration gt Registered users the users logged in will be listed in the tree on the left The table in the right window pane shows the following information complete name of the user user ID including session ID m type of user w Administrator user with administration rights or User user without administration rights The current administrator is marked by the red icon E mail address If you select a user in the tree on the left the detailed user settings are displayed in the right window pane It is also indicated whether the user is using up a license see also section Managing Licenses starting on page 344 The ContextList report also offers an overview of the logged in users Administrator Manual 339 Chapter 10 Logging out users To log out a user from the system 1 Select System administration gt Registered users 2 Mark the desired user in the tree on the left or in the list displayed in the right window pane 3 Choose Log out user on the context menu or click the corresponding icon g Icon for logging
231. on page 123 4 In the second field enter the name of the agent s Java class The class must be accessible via the class path of the server s on which this agent is to run This entry can be changed later 5 Click the Finish button You can now specify the parameters for the agent 284 Livelink WCM Server Managing Agents and Utilities Setting the Parameters for an Agent Agents are configured by means of parameters The type and number of the parameters depend on the functions of the agent and its implementa tion Parameters may be defined as nodes or as individual parameters Nodes group parameters of the same type Nodes may contain other nodes Unlike parameters they do not have a value To define parameters for an agent 1 Select Configuration Server agents agent name Parameters 2 Use the context menu or the toolbar to add a new node or parameter a Icon for adding a parameter to an agent 2C 3 In the New node dialog box click the appropriate radio button depending on whether you want to add a node or an individual parameter 4 Ifyou clicked the Node radio button enter a unique name for the new node If you clicked the Parameter radio button enter a name and a value for the parameter The value may be for example a number or a string depending on the implementation of the agent Administrator Manual 285 Chapter 9 x Node Parameter Name TEMP
232. on the website name master Content server and JDBC pool attribute sets object types and object categories WCM objects belonging to the website including all metadata and content data principals directly assigned to the website users groups and roles if these principals do not yet exist in the target system during the import they are added automatically The default password vip is used The system automatically assigns the website to existing principals Notes m Information on the proxy Content servers assigned the routing infor mation and the configuration of the deployment systems is not saved You must make these settings manually after importing the website Administrator Manual 247 Chapter 7 The Export Import Tool saves the website data in the file system of the master Content server The Export Import Tool can be called from any computer that can establish a connection to the master Content server f some objects of the exported website reference objects from a Livelink system the system also exports the name of the pool used for managing the connections to the Livelink system Before importing the website make sure that a Livelink pool with this name exists in the WCM system which references the correct Livelink system Assign this pool to the Content servers on which the imported website is to be available Otherwise the references to the Livelink objects become invalid m Incase
233. on type settings see section Connection Types Settings on page 168 deleting a connection type see section Deleting a Custom Connec tion Type on page 170 160 Livelink WCM Server Managing Pools and Connection Types Pools During the installation of Livelink WCM Server the required pools are created automatically Forcommunication between the WCM servers for each server there is a pool of type WCM with the name of the server These pools are used for connections to the respective server For the connections to a server the same parameters are used in the entire WCM system by default For this reason these pools are also called global WCM pools m When managing user data in an RDBMS a JDBC pool for the connection to the database default name userpool m When managing user data in an LDAP directory service an LDAP pool for the connection to the LDAP server default name userpool m When managing user data in a Livelink system a Livelink pool for the connection to the Livelink server default name userpool To control the connections within the WCM system you can configure the existing pools according to your needs and add pools which are based on the default connection types or custom connection types This way you can for example set up special WCM pools for the communication between two WCM servers and integrate several databases Livelink systems and LDAP servers The
234. onfiguration A i wi Pools Tre Id E Custom connection types Name Master_Content E G Servers i 4 Admin a Type Master_Content E A Prox Content Wy Websites Admin server Deployment systems A i Server anette WCM connection Master E Utilities E Repositories F 3 Applications E Search servers Eai Fig 52 Settings of a server Type tab The entries on this tab are made during the server installation and cannot be changed Miscellaneous tab On this tab you can change the e mail settings activate support for the remote API and make settings for the automatic run level check 176 Livelink WCM Server Managing Servers Administration tab only for Administration servers On this tab you determine how long the login of users is to remain valid Expiration interval m Secure Access tab On this tab you can switch on the access control component Secure Access for this server see Access Control via the Web Server or JSP Engine with Secure Access on page 78 The precise settings and monitored directories are configured via Configuration Servers server name gt Secure Access assigned paths see section Managing Paths for Secure Access on page 186 3 Make the desired changes 4 Click the Apply button Websites Assigned to Servers Select Configuration Servers server name Websites for an overview of the w
235. ontent servers For general information on the structure of a WCM system refer to section Scenarios for Setting up a WCM System starting on page 55 If you open the tree item Websites in the Configuration view all websites managed in the WCM system are displayed Configuration J wi Pools F Custom connection types G Servers yy Websites W Companylntranet E W InternetSite E E Fig 60 Overview of managed websites The following functions are available for websites creating new websites see section Creating a New Website starting on page 204 editing website settings see section General Website Settings on page 226 Administrator Manual 201 Chapter 7 editing assignments of websites Double click the website item to open the list of assignments Configuration E Pools E if Custom connection types E A Servers E wy Websites W Companylintranet Deployment systems amp Proxy Content servers amp Object types Attribute sets Object categories V Converters HEHHE Fig 61 Assignments of a website The following table provides an overview of the functions that are available for these assignments Table 8 Assignments of websites Assignment Available functions Deployment systems Overview of the deployment systems that are assigned to the website adding deployment systems See section Dep
236. onverter that satisfies these requirements The results of the conversion and hence the quality of the generated files depend on the conversion program chosen and its configuration The conversion program is installed and configured in accordance with the individual manufacturer s instructions Note Conversion programs are not supplied with Livelink WCM Server Conversion process When you add an object you can select a source file as the content of this WCM object In the Content client conversion of the source file is started manually by choosing Object Convert This can be done at any time during the editing process The files generated by the converter are imported by Livelink WCM Server When you select a source object in the Content client or Content client Classic a hyperlink to the source docu ment appears in the object preview In the tree the files generated by the converter are shown at the same level as the source object and can be displayed in the object preview Administrator Manual 241 Chapter 7 Available functions for converters The following functions are available to you integrating a converter see Configuring a New Converter editing settings of a converter see Converter Settings removing a converter from the WCM system see Deleting a Converter Configuring a New Converter To integrate an external conversion program in the WCM system 1 2 Select Configuratio
237. oring Notes For a better overview it is advisable to have Secure Access monitor complete paths including all subdirectories Your website data should be structured accordingly The configuration of the Secure Access paths must correspond to the web server settings Select Secure Access assigned paths to display the monitored directories which are already configured The directories are shown in the right window pane and in the tree on the left Adding and Editing Paths for Secure Access To add a path for Secure Access 1 Select Configuration gt Servers gt server name gt Secure Access assigned paths 2 Choose New path for Secure Access on the context menu or click the corresponding icon Icon for adding a path for Secure Access To edit an existing path select it via Secure Access assigned paths gt path name The settings are displayed in the right window pane Administrator Manual 187 Chapter 6 fei New path for Secure Access E Secure Access assigned path Here you can set all parameters for monitoring the path by Secure Access a Path d werntwebsitetintemetSite_prod v Control activated Login method base X Exceptions i gif Add jpg Edit L Immediate login Error tolerant v Set cookie Cookie base company example Cookie timeout Fig 58 Settings of a path for Secure Access For deta
238. ose complete tree Fig 20 Menu commands and keyboard shortcuts Editing Items in the Admin Client The following section gives you a brief introduction to working with the Admin client The following procedures will be explained m selecting items m using filter functions for displaying items m adding items deleting items editing the basic settings of items m creating and removing assignments 102 Livelink WCM Server Working in the Admin Client Selecting Items Depending on the selected view the relevant items are displayed in the tree on the left e g the Configuration view shows the pools connection types websites etc To expand a main item such as Pools to show its subitems click the plus sign in front of the item To collapse the list of subitems again click Note To collapse the complete item tree use the appropriate command in the View menu If you select a main item in the tree a list of the relevant subitems is displayed in the right window pane e g a list of the websites Re WCM Server Administration Admin Configuration Program View Tools Help w Oo Configuration Pools companyintranet a Custom connection types netgite a Servers 4 yy Websites i W Companyintranet E W InternetSite Deployment systems 5 Server agents 1B utilities Repositories Applications Search servers
239. ot add new programs The utilities are run on all servers For an overview of the available utilities select Configuration gt Utilities Ay Configuration E Pools e Custom connection types H A Servers E W Websites amp Deployment systems m 4 Server agents E utilities E Database clean up E License expiration notification E Livelink synchronization Navigation support E Release control E URL cache invalidation AeA ee fr fy fx Fig 95 Overview of available utilities The following table provides a brief overview of the functions offered by the utilities 310 Livelink WCM Server Managing Agents and Utilities Table 14 Utilities and their functions Utility Function Database clean up Removes deleted WCM objects and old versions of WCM objects from the database The utility processes the master data storage and if existing all proxy data storages of the WCM system For this reason the master Content server and all servers that have a separate data storage must be active when the utility is executed In the configuration of the utility you can specify how many versions are to be archived in the data base and at which intervals the clean up is to be performed For detailed information refer to the online help of the Admin client Release control Controls the release of objects with the object status delayed release Yo
240. out a user 4 Confirm the security prompt by clicking the Yes button Uncompleted actions that the logged out user has been performing are completely undone by Livelink WCM Server The user can no longer perform any actions Note For maintenance work on the WCM system the server run level 4 Single user mode is available When running the server down to this run level all users except the active administrator are automatically logged out see table Server run levels on page 319 340 Livelink WCM Server System Administration Managing Active Websites Select System administration Active websites to get an overview of the active websites in the WCM system E System administration Name m E Active servers Companylntranet T Registered users i IinternetSite yy Active websites amp Licenses E T Search servers Fig 107 Overview of active websites The following functions are available to you m changing the run level of a website see Website Run Levels on page 341 overview of the servers on which the website is available see Over view of the Assigned Servers of a Website on page 344 Website Run Levels Run levels are a criterion for ranking the execution of certain processes Run levels exist for servers and for websites The website run levels are based on the server run levels and are only available if the respective servers are in run level 4 S
241. p the basic settings for that item are shown in the right window pane In the case of a group this would include the e mail address Administrator Manual 107 Chapter 3 es WCM Server Administration Admin User administration User administration users T croups Board External z HumanResources Users Functional areas websites F Default object rights Administration rights OfficeManagement ResearchDevelopment Sales Standardgruppe Training WebsiteAdmin ce Roles World Functional areas E w Websites G2se088 Fig 24 Basic settings of a group To change an item s settings 1 Make the desired changes in the right window pane 2 Click the Apply button 108 Livelink WCM Server Working in the Admin Client Editing Assignments of Items Assignments represent relationships between items for example you can assign individual users to a group or create an assignment between a proxy Content server and a website All the assignments of an item are displayed when you open the item in the tree In case of a group these include the assigned users or websites L User administration Bp Users E Groups B Board B External HumanResources E B Marketing B Users Functional areas wr Websites 5 Default object rights Administration rights B amp H Fig 25 Assignments of a group Creating Assignments To create an assi
242. pe determines which connection types you may assign In the Select pools dialog box only those pools that can be assigned to the respective server are displayed For example if you use an LDAP based user administration you can only assign LDAP pools to the Admin server you cannot assign JDBC pools LDAP pools cannot be assigned to Content servers as JDBC pools are always used for storing website data When assigning several LDAP pools to a server e g for integrating fall back LDAP servers you can determine the sequence of the LDAP pools see the following section Determining the Sequence of the LDAP Pools If you have assigned the Admin server multiple LDAP pools e g for using a fallback LDAP server or several LDAP servers see Livelink WCM Server Installation Manual you can determine which LDAP server the Admin server is to connect to first Select Configuration gt Servers gt name of the Administration server gt Pools gt LDAP to display an overview of the LDAP pools assigned to the server Administrator Manual 183 Chapter 6 Ay Configuration E 2 Pools E ft Custom connection types userpool A E E i Servers adminpool E Admin Pools LDAP al WCM Agents Services Master_Content Sequence ofthe LDAP pools y Add Fig 56 Determining the sequence of the LDAP pools If the first pool in the list is not available the other pools will be contacted
243. played depends on the deployment system category Subsequently you can only change parameters on the following tabs For detailed information on the individual parameters refer to the Admin client s online help Threads With these parameters you can increase the efficiency of the deployment system when generating pages m URL and directories Select Session settings to change the pattern for the name and the value of the cookies used by the JSP engine for identifying the session Stlatification standard deployment system only Here you can acti vate and deactivate statification If statification is activated the deployment system converts dynamic pages into static pages 276 Livelink WCM Server Managing Deployment Systems Note For the changes to the statification to take effect the relevant pages must be regenerated To start the page generation for indi vidual objects use the function Regenerate page in the Content client The deployment agent generates pages for all objects see ManualDeployment on page 294 Object types search engine deployment systems only The deploy ment systems generates only pages for the WCM objects that are based on the object types you select here Note For changes to the object types to take effect the collection must be synchronized m Metadata search engine deployment systems only Here you select the metadata to be indexed To save your changes click the App
244. playing characters The following sections offer a general introduction to Unicode and a description of the basic procedure when configuring Livelink WCM Server for Unicode What is Unicode Computers process letters and other characters by assigning a number code to them The development of information technology has been dominated by the English language For this reason the most common encoding systems like ASCII or its extension Latin 1 ISO 8859 1 only contain character codes for the letters and special characters of Western European languages These character codes cannot be extended The Unicode standard was developed to also display Eastern European and Asian languages Theoretically it can be expanded indefinitely and at present comprises several thousand characters The characters 0 255 include the ASCII and Latin 1 codes 82 Livelink WCM Server Concepts To be processed the characters codes are converted into byte sequences This is called encoding In the case of ASCII and Latin 1 encoding the character code is mapped 1 1 to the byte sequence Each character code is represented by 1 byte 8 bits For the encoding of Unicode characters however more than 8 bits are required For this reason 16 bit character representations are used for Unicode characters For displaying characters that could be represented by 8 bits according to Latin 1 a 16 bit representation would be unneces sary as saving texts encoded this way
245. ployment system The application directory must be located on the computer on which the selected Content server is installed Possible separators in the path of the base directory are forward slashes and backslashes You must use the separators corresponding to the operating system of your server Example d wcm website If the Content server runs in an application server specify the associ ated application directory e g C Program Files Tomcat webapps Confirm your entries by clicking the Next button Administrator Manual 215 Chapter 7 Step 4 Specify Names of Deployment Systems Now define the names of the deployment systems for the Edit QA and Production views These names must be unique within the entire WCM system You cannot change the names once the website has been created These names are appended to the base URLs and base directory or appli cation directory that you specified in the previous steps All the resulting URLs and directory names are displayed in the dialog box These are merely suggestions you can still change any of the entries in this dialog box xi Names of deployment systems Enter the names of the three deployment systems here The resulting lt A directory paths and URLs are automatically displayed in the bottom part ofthe dialog box Name ofthe Edit deployment system InternetSite_edit Name of the QA deployment system InternetSite_qa Name ofthe Prod
246. ployment system 275 resources deploy 122 reusability 18 risk management 19 roles administration rights 147 assign functional areas 154 assign websites 156 assignments 146 delete 149 in general 67 manage 143 new 145 settings 146 root object language 209 routing during website setup 220 in general 47 in website settings 226 run level automatic check 176 for backup 347 of servers 318 383 Index of websites 341 RunlevelManager report 328 RunlevelManager report 328 running actions 334 S scenarios for WCM systems 55 firewall 57 minimum system 56 separate database 60 two websites 62 search engine deployment system 42 Search server notification 296 Search servers logs 329 Secure Access in general 78 in server settings 177 manage paths 186 select items in Admin client 103 sender for e mails 176 separate data storage scenario 60 server agents assign to server 287 AutomaticConversion 296 ContentMiner notification 296 DatabaseUpdate 292 DefaultContent 307 delete 288 ExpirationNotification 290 FileLabeling 298 integrate 284 LinkResolving 295 LivelinkFolderSynchronization 302 manage 282 ManualDeployment 294 parameters 285 ReleaseNotification 290 report in system administration 328 384 settings 286 supplied agents 288 website export and import 296 server categories 33 server concept 32 server logs 329 delete 331 save 331 send by e mail 331 update view 331 server types 32 ServerAgentManager
247. r LDAP system for this Users who are allowed to modify principal settings in Livelink or LDAP do not require administration rights in the WCM system either Administrator Manual 131 Chapter 4 User Administration Functions To open the user administration click the User administration tab in the Admin client The items you can manage in this view are now displayed in a tree structure L User administration Users B Groups B Roles O World a Functional areas yy Websites aA i Fig 35 User administration items The following table gives an overview of the functions available for each item Table 6 Items and functions of the user administration Item Available functions User Add and configure users edit user information Assign users to groups roles functional areas and websites and assign default object rights and adminis tration rights See section Managing Users starting on page 136 Groups Add and configure groups edit group information Assign users functional areas and websites to groups and define default object rights and administration rights See section Managing Groups and Roles starting on page 143 132 Livelink WCM Server User Administration Item Available functions Roles Add and configure roles edit role information Assign users functional areas and websites to roles and define default object ri
248. ration 328 V versions of Livelink WCM Server information in system overview 357 VersionSupervisor report 329 view change in Admin client 117 Configuration 99 four views in the Admin client 99 System administration 99 System overview 99 User administration 99 views of the data storage 29 VipDAVApplication 92 VipDAVLockRepository 88 VIPP in general 48 Ww WAR file generate 336 WCM attributes set in LDAP 134 WCM configuration backup 349 WCM Java API 53 WCM pools 160 global 52 161 special 52 163 WCM servers actions in progress 334 Livelink WCM Server assign agent 184 assign pool 182 assigned to websites 177 228 associated websites 323 delete 197 deployment systems 180 327 generate web application 336 logs 329 manage 173 monitor assigned agents 335 monitor assignment to websites 344 monitor in system administration 317 paths for Secure Access 186 reports 325 run levels 318 services 186 settings 176 trace logs 332 WCM system information in system overview 354 scenario 55 WCM versions information in system overview 357 WCM WebServices 53 web application create for Admin client 119 for Admin client 117 generate for WCM server 336 update for Admin client 121 web server information in system overview 357 WebDAV 87 WebDAV client conversion of objects 296 WebDAV deployment system 42 WebServices 53 websites assign 156 assign converter 240 Administrator Manual Index assign server 177 228 available d
249. ration and are thus made visible to all users The following figure illustrates the structure of aWCM system and the associated environment 26 Livelink WCM Server Fig 1 Simplified WCM system and its environment Administrator Manual Concepts 27 Chapter 2 The following sections describe the basic components of a WCM system These include the staging and workflow of Livelink WCM Server the WCM servers the deployment systems how user and website data is stored communication between the individual components of the WCM system available programming interfaces The Staging and Workflow of Livelink WCM Server All objects of the websites that you manage with Livelink WCM Server pass through fixed stages editing quality assurance and publication for productive operation Editing and quality assurance of the objects is carried out in the Content client After publication the objects can be accessed via a browser Passing through these stages is called staging In addition to the staging you can assign a workflow to certain objects e g for successive editing by several editors or for multi stage quality assurance 28 Livelink WCM Server Concepts Staging According to the current processing stage of a WCM object there are different views of the object Edit QA and Production view Edit view In the Edit view WCM objects such as HTML pages are added and edited by editors and graphics speciali
250. re Deleting an Object Type Notes You can only delete an object type if no current versions of objects exist in the Edit QA or Production view that use this object type Older versions of the objects with this object type may however exist If an object version is restored that uses the deleted object type the object type will also be restored A deleted object type is finally removed by the utility Database clean up if there are no older object versions that use this type To delete an object type 1 Select Configuration gt Websites gt website name Object types 2 Mark the desired object type in the tree on the left 3 Choose Delete object type on the context menu or click the corre sponding icon Icon for deleting an object type 4 Confirm the security prompt by clicking the Yes button Administrator Manual 233 Chapter 7 Managing Attribute Sets of Websites Attributes describe special properties of object types They are grouped in attribute sets that are like object types managed separately for each website These attributes supplement the standard metadata of WCM objects and are displayed on the Attributes tab in the Metadata dialog box of the Content client Some of the object types generated during creation of the website are by default assigned to attribute sets You can change this assignment for existing object types When adding an object type you can optionally
251. re available to you m adding an object type see Adding an Object Type on page 231 editing object type settings see Object Type Settings on page 231 deleting an object type from the website settings see Deleting an Object Type on page 233 230 Livelink WCM Server Managing Websites Adding an Object Type In addition to the default object types you can configure custom object types Notes In the Content client the object type of WCM objects can be changed subsequently for selected object types This is not possible for custom object types In theory you can add the object type XML topic However Livelink WCM Server does not support such an object type at present To add an object type 1 Select Configuration gt Websites gt website name gt Object types 2 Choose New object type on the context menu or click the corre sponding icon Icon for adding an object type 3 Follow the instructions of the wizard For detailed information on the individual parameters for the new object type refer to the online help of the Admin client Object Type Settings To change the settings of an object type 1 Select Configuration Websites gt website name gt Object types 2 Mark the desired object type in the tree on the left Administrator Manual 231 Chapter 7 In the right window pane three tabs with the settings for the object type will be displayed All th
252. rectories WCM installation directory website The generated files must not necessarily be backed up as they are regenerated during the next deployment of the WCM objects You can use the deployment agent supplied with the product for this purpose see ManualDeployment on page 294 m the configuration files of the web server used or of the HTTP server and the JSP engine as well as JavaBeans servlets or tag libraries that are integrated in the class path of the web server Notes The actual data backup is not performed with Livelink WCM Server For this purpose external programs for backing up databases and file systems are used These programs are not supplied with Livelink WCM Server Administrator Manual 347 Chapter 10 The exact procedure for performing a backup strongly depends on the RDBMS you use The IT infrastructure of your company also plays a decisive role For this reason there is no generally valid backup concept This section describes which components of the WCM system must be backed up and explains the general proce dure for backing up a WCM system If errors occur while the system is being backed up they will not be evaluated by the WCM system The system administrator is respon sible for performing the data backup successfully Gauss Interprise AG would be pleased to help you work out a backup concept for your WCM system Please contact Professional Services Backing Up the Database Depending o
253. report 328 Serverlnfo report 328 server relative links dynamic deployment system 275 standard deployment system 275 servers actions in progress 334 active website 323 assign agents 184 assign pool 182 assigned to website 177 228 delete 197 deployment systems 180 327 for e mails 176 generate web application 336 manage 173 monitor assigned agents 335 monitor assignment to websites 344 monitor in system administration 317 paths for Secure Access 186 reports 325 routing 47 run levels 318 services 186 settings 176 trace logs 332 types 32 service packs deploy 122 Livelink WCM Server services of a server 186 set run level of websites 324 settings Admin client 116 agent 286 attribute set 236 connection type 168 converter 242 deployment systems 276 functional areas 153 group or role 146 object categories 239 object type 231 of items in general 107 pools 164 servers 176 users 139 website 226 several websites scenario 62 shortcuts 102 single sign on 81 single user mode 320 skins for Admin client 117 SMTP server information in system overview 356 special WCM pools add 163 in general 52 information in system overview 356 SSL in general 48 staging 29 standard deployment system 39 start Admin client 117 agent 336 Administrator Manual Index status of connections information in system overview 356 stop agents 336 synchronization configuration of master and proxy Admin 194 with Livelin
254. ributes must already have a password in LDAP Proceed as follows 1 Select the User administration view 2 Select one of the items Users Groups or Roles depending on which LDAP entries you want to add the WCM attributes to 3 Choose Create WCM attributes in LDAP on the context menu or click the corresponding icon Icon for creating WCM attributes for users Icon for creating WCM attributes for groups Icon for creating WCM attributes for roles See This opens a dialog box in which you select the LDAP entries 134 Livelink WCM Server User Administration e Select LDAP elements x LDAP context ou users ee recursive Display LDAP DN Cancel Help Fig 36 Selecting LDAP principals 4 In the Select LDAP elements dialog box enter the LDAP context from which the entries are to be read or select it by clicking the button If you select the recursive check box the principals of all subordinate name contexts will also be shown 5 To display the elements of the selected LDAP context click the Display button The LDAP elements are shown in the list with their name dn distin guished name 6 Mark the entries for which you want to enable access to the WCM system 7 Click the OK button The WCM attributes are added to the selected principals By default WCM access is activated for the respective users Administrator Man
255. ries Converters Fig 74 Overview of the deployment systems for a website Deployment systems are set up during the creation of websites and managed via Configuration gt Deployment systems see chapter 8 Managing Deployment Systems Here you can add deployment systems for the Content servers that are assigned to the selected website re To start the wizard for adding a deployment system choose cy New deployment system on the context menu or click this icon see section Adding a Deployment System starting on page 275 Administrator Manual 227 Chapter 7 Proxy Content Servers Assigned to a Website Select Configuration Websites gt website name Proxy Content servers to display an overview of the proxy Content servers on which the selected website is available in the right window pane Ay Configuration E Pools we Custom connection types E G Servers E yy Websites W Companylntranet Deployment systems amp Proxy Content servers amp Object types Attribute sets Object categories Converters Name JDBC pool Proxy_Content contentpool HAAA Fig 75 Proxy Content servers assigned to a website Proxy Content servers are assigned to a website when the website is created The wizard automatically adds the deployment systems on the assigned servers In practice it may become necessary to assign additional proxy Content servers e g to di
256. ries out the export or import must log in to the WCM system and must possess the following administration rights Export Access to configuration Import Create modify delete configuration entry and Change system status If the source website has a Livelink extension the target website must also have it Specifying Parameters for Import and Export Before the Export Import Tool is called the necessary parameters must be specified in the file subtree exp imp conf xml This file is located in the subdirectory admin within the WCM installation directory The XML file consists of three main sections 1 lt vip connection gt parameters for the connection to the master Content server of the source and target website If the websites are located on different master Content servers the entries must be modified accordingly before performing the export import 2 lt vip export import operation spec name export subtree gt information for exporting the website subtree 264 Livelink WCM Server Managing Websites 3 lt vip export import operation spec name import subtree gt information for importing the website subtree The following table explains the entries in these three main sections that you must modify according to your system before the export or import Table 10 Entries in the file subtree export import conf xml Line in the XML file Explanation lt vip connection gt Sectio
257. rom an XML file You can use this function to get an overview of another WCM system or an earlier status of your WCM system which was saved by means of the function Write to XML file After the XML file has been read the windows of the system overview show the data as it is stored in the XML file 2 Write to XML file saves the data of the system overview in an XML mi g file You can use this function to save the current data of the system overview in an XML file You can for example send this file to the Technical Support of Gauss Interprise AG or archive it 358 Livelink WCM Server System Overview Icon Function in system overview Send system files sends the data of the system overview by e mail E See the following section Verification checks whether the data of the system overview is complete and plausible B The results are displayed in a dialog box The check is performed automatically before the system files are sent by e mail Update element data ie The data of the system overview is not retrieved again when updating the element data For this purpose use the function Read data from WCM system Sending System Files Use this function to collect the system data in an archive You can send this archive by e mail to Technical Support of Gauss Interprise AG The archive has the following content the current data of the system overview the content of some subdirec
258. rver If a changed object is accessed the deployment system generates the corresponding page Although this makes access slower the current status of the object is always displayed as soon as the deploy ment system has noticed that the generated page must be changed Dynamic page generation is especially advantageous if many changes are made to the WCM objects e g for the Edit view When using the import functions or when cutting copying and pasting objects the advan tage becomes especially apparent Simultaneous access to the generated pages by many users may result in a high workload for the host computer because the respective pages have to be generated for each access to changed WCM objects Thus a dynamic deployment system is not very recommendable for the Produc tion view which is accessed by many users simultaneously The deployment metadata URLs directories etc are automatically updated in the database when the WCM objects are changed only page generation is performed on demand This reduces the workload on the host computer because page generation and the resulting file access do not have to be performed every time a WCM object changes Dynamic deployment systems can generate pages for different versions of the WCM objects for the different data storage views Edit QA and Production for different template versions released template or current template in the Edit view m for the object version at a certai
259. rvers and is reloaded from the common data storage the next time it is requested If your company s websites are maintained and managed in a distributed infrastructure e g with offices in Germany and in the US you also have the option of equipping the proxy Content servers with their own data storage The main task of a distributed data storage system is to reduce the transfer of data between servers If a proxy Content server requests a WCM object it is read from the local database However as in the case of the central data storage the changes are made on the master Content server The master Content server then notifies all relevant proxy Content servers about the changes and transfers the changed content and meta data to the remote databases This ensures that the WCM objects are identical in all databases A scenario of this kind is described in section Distributed System with Separate Data Storage for Proxy Content Servers on page 60 All previously released versions of an object and any versions generated since the last release are stored in the database of the master Content server The archived versions can be restored at any time Via the Admin client you can control how many versions of the WCM objects are archived in the database Older object versions are restored via the Content client 44 Livelink WCM Server Concepts Storing the User Data There are three possibilities to store the users groups and roles t
260. rvers in the proxy system see Synchronizing Configuration Data of Master and Proxy Admin Servers on page 194 m deregistering proxy Admin servers see Deregistering a Proxy Admin Server on page 195 Administrator Manual 191 Chapter 6 Registering a Proxy Admin Server First you install the proxy Admin server and the associated Content servers by means of the installation program After this you register the proxy Admin server in the configuration of the master Admin server 1 Start the master and proxy Admin servers 2 Start the Admin client for the WCM system in which the master Admin server is located 3 Select the master Admin server by via Configuration Servers gt server name 4 Choose Register proxy Admin server on the context menu or click the corresponding icon e Icon for registering a proxy Admin server This opens the Register proxy Admin server dialog box 192 Livelink WCM Server Managing Servers Register proxy Admin server xj Please enter the connection data of the proxy Admin server as well as a valid user ID and a password for this server The host name must match the host name configured in the proxy system Hostname VIPP port HTTP port Initial access YIPP HTTP Secure connection SSL User jstein Password Cancel Help Fig 59 Registering a proxy Admin server 5 Enter the connection d
261. ry specific access rights can be given to individual users this should however be the exception A role like a user group is a collection of users Roles however are defined in terms of tasks whereas groups are generally tied to organiza tional structures such as departments or projects Depending on activi ties the roles in an organization may be defined in different ways Some typical user roles that may be involved in editing a website are editors graphics specialists website administrators and QA staff Specific access rights for objects can be defined for a role just as they can for a group Since roles are usually defined on the basis of tasks it may be easier to assign access rights to a role than to a group since editors for example need specific access rights such as Create and Change object Use the Admin client to add and manage users groups and roles see chapter 4 User Administration Alternately you can use the administra tion program of the connected LDAP directory service or Livelink In the Admin client the principals are assigned to the existing websites This gives them access to the WCM objects via the Content client Note By organizing the users in groups and roles and assigning princi pals to websites you create the preconditions for defining the access rights for the objects of your website s The actual access settings are properties of the WCM objects
262. s Which elements do you want to display E Groups You can use the filter fields to limit the selection D Roles j Nene m O World a Functional areas j User ID Fo Wy Websites WCM access L Yes No Search and update display L User administration Fig 22 Filter criteria for displaying users To select the items to be displayed 1 Enter the criteria for the display filter You can use the following search criteria m name ofthe principal If the user information is stored in a Livelink system you can only search for the last name of a user user ID m WCM access LDAP position and LDAP search mode recursive or not Administrator Manual 105 Chapter 3 You can use the asterisk character as a placeholder in searches The asterisk replaces any number of characters before after or inside a search string Click the Search and update display button The tree displayed on the left is updated according to the search results For example after a search for individual users the Users item contains only the users found in the search To display all items again delete the filter criteria Again click the Search and update display button Adding Items To add an item such as a deployment system 1 2 106 Select the desired view e g Configuration In the tree on the left mark the node to w
263. s are created For example deployment reports are only available for servers on which deployment systems have been set up System administration A Active servers E A Admin f Master_Content Associated websites Reports EE AccessController Ei ActionwaitRequestanager Ef App VipHCLApplication EE App VipUserApplication ff CmdProcessorPool EE CoMiConfigurationimpl 0 Ef ConfigurationManager ff ConnectionManager Ef ContentMinerAgentMaster_Cont EE ContextList Master_Content ff CustomPoolManager EE DeploymentAdapter ki DeploymentEventDispatcher Fig 100 Reports available for a master Content server Administrator Manual 325 Chapter 10 The reports are created at the moment you select one of the reports in the tree Functions for reports The following functions are available on the context menu and the toolbar You can apply these functions to a selected report or all reports of a server Send report s by e mail sends the selected report or all reports by e mail The Send e mail dialog box opens In this dialog box you can enter the recipient s of the e mail The e mail address of the logged in administrator is automatically used as the sender Save report s saves the selected report or all reports in text format in any directory on any drive Update element data updates the selected report or all reports This may be necessary to determine the current status during time
264. s are displayed on various tabs The type and number of tabs depend on the connection type this pool is based on The individual parameters are described in detail in the online help of the Admin client 164 Livelink WCM Server Managing Pools and Connection Types Configuration Name and type Connettions WOM eonnettion a Pools fi oec Name Admin E e Livelink i E wee WCM Type vee Admin 4 Java class de gauss vip net VipConnection a Master_Content al Proxy_Content 3 Custom connections 73 Custom connection types A Servers yy Websites Deployment systems Ss Server agents E Utilities Repositories Gj Applications Search servers Fig 49 Settings of a pool m You cannot change the entries on the Name and type tab They are defined when the pool is set up On the Connections tab you specify the number of connections that are to be maintained in a pool For JDBC pools On the RDBMS parameters tab you can change the settings for access to the RDBMS and check the connection from the assigned server s For Livelink pools On the Livelink parameters tab you can change the settings for access to the Livelink system and check the connection from the assigned server s ForLDAP pools On the LDAP parameters tab you can edit the parameters of the LDAP directory serv
265. s for the connections of the WCM system Pools and connection types are managed in the Configuration view of the Admin client see chapter 5 Managing Pools and Connection Types In order to adapt the communication between the components of the WCM system to the situation in your LAN or WAN you can modify the settings of the pools that were set up during installation Moreover it is possible to add pools on the basis of the default connection types or custom connection types This way you can integrate several databases LDAP servers or Livelink systems in the WCM system and realize an inte gration with third party systems For detailed information on adding pools refer to section Adding a Pool on page 162 Notes Not all connections of the WCM system are managed in pools e g the connections to Search servers HTTP servers and SMTP servers Starting a Content server is a special case At this time the server does not know the pool configuration yet For this reason a so called individual WCM connection is used for the connection to the respon sible Administration server For information on the configuration of this individual WCM connection please contact the Technical Support of Gauss Interprise AG Administrator Manual 51 Chapter 2 Optimizing communication between the servers During the installation of the servers pools of type WCM are automati cally created These pools have the name of the re
266. s from a Livelink system in your website The required configuration changes in the WCM system will be made automati cally Also the database table will be extended so that references to Livelink objects can be stored Caching Click the Caching button to set the parameters for caching WCM objects WCM objects can be loaded from the database into the cache to speed up access to the objects The minimum cache size should be greater than or equal to the number of website objects After the website has been created you can still modify the cache settings to suit your requirements see section General Website Settings on page 226 m Language Select a language for the root object which is automati cally generated during creation of the new website This setting is written to the metadata of the root object Confirm your settings by clicking the Next button Administrator Manual 209 Chapter 7 Step 2 Assign a User Group or Role new website i i x Assignment of principal Selectthe principal user group or role to be responsible for the oa root object of the website Use the button to change this entry K J User Group Role Assigned unknown S Fig 64 Initial assignment of a principal to a website In this dialog box you can initially assign one principal user group or role to the website The assigned principal has unlimited access to the root object of the new websi
267. s to act In the same dialog box click the Add button to enter the parameters of the agent server agent x Parameters Please select the website for the agent and make the Kai desired assignments Ka Website InternetSite m Assignments File extensi Create Checkin OID oftopic Aga doc v v 27 Edit Remove Help Cancel lt Back Fig 87 Configuring the agent for automatic conversion First specify the file extension of the objects to be converted and determine whether the objects are to be converted when they are added and or checked in Additionally you can specify the OID of a topic This converts only objects located below this topic 4 Finish integrating the agent by clicking the Finish button Administrator Manual 297 Chapter 9 5 Assign the new agent to the master Content server of the selected website see Assigning an Agent to a Server on page 287 6 For the agent to become active you must start it explicitly via System administration Active servers gt name of the master Content server Agents Notes In the settings for the agent on the Parameters tab you can enter addi tional file extensions at any time For the changes to take effect the agent must be restarted This is done in the System administration view see Assigned Agents on page 335 FileLabeling In some operating s
268. ser group or role the respective users can access the objects of this website via the Content client The exact access rights depend on the users memberships in groups and roles the users functional areas and on the rights settings of the individual WCM objects Note If you modify the website assignments the changes do not take effect until the relevant users log in to the WCM system again As an administrator you can log out users via the System administration see section Managing Logged in Users on page 339 Administrator Manual 157 158 Livelink WCM Server CHAPTER 5 Managing Pools and Connection Types The entire configuration of your WCM system is performed via the Admin client To open the configuration click the A Configuration tab in the Admin client This chapter describes how to manage pools and custom connection types For general information on communication and pools refer to section Communication Between the Components of a WCM System starting on page 46 If you open the tree item Pools or Custom connection types in the Configuration view all configured pools sorted by connection types or all custom connection types will be displayed Ay Configuration a amp Jec a amp contentpool amp Livelink LDAP 4 adminpool userpool Soll WOM lt wed Admin E 2 Custom connection types wo Master_Content Connector E 2 Custom connections CRM
269. sign functional areas 154 assign websites 156 assignments 146 delete 149 in general 67 manage 143 new 145 settings 146 GUI 98 H help 128 hosts information in system overview 356 hotline information from system overview 353 send system files by e mail 359 HTTP in general 48 icons change in Admin client 117 379 Index import complete websites 247 complete websites console 253 logging 268 parameters for subtree import 264 parameters for website import console 253 parameters for website import GUI 252 website subtrees 258 websites in general 246 information for Technical Support 353 on Admin server login 97 on assignments of an item 114 on logged in users 339 on the WCM system 354 InSite Editing in general 43 integrate agent 284 internationalization 123 introduction 15 IP address information in system overview 357 ISO 8859 1 in general 83 items delete 107 edit 107 J Java API 53 Java SDK information in system overview 357 Java Web Start distribute Admin client 119 Java Webstart lt lItalic gt see Java Web Start 380 JDBC pools 160 for website 208 new website 219 K keyboard shortcuts 102 L language for root object of new website 209 Latin 1 encoding in general 83 LDAP new pool for additional LDAP servers 163 set WCM attributes 134 LDAP pools 160 LDAP user administration in general 45 license expiration notification 310 LicenseManager report 327 licenses LicenseMan
270. signed proxy Content server is to be used for editing WCM objects by means of the Content client the proxy Content server must run in the context of a JSP engine or as a web applica tion in an application server Once you have assigned the proxy Content server to a website you must set up deployment systems for the server so that the pages Livelink WCM Server Managing Servers generated for the WCM objects are available on the server see section Adding a Deployment System starting on page 275 Procedure To assign a website to a proxy Content server 1 2 Select Configuration Servers server name Websites Choose Assign website on the context menu or click the corre sponding icon y Icon for assigning a website to a proxy Content server The Create assignment between website and server wizard opens Follow the instructions of the wizard For detailed information on assigning websites to servers refer to the online help of the Admin client Removing Assignment of a Website to a Proxy Content Server If the data of a website is no longer to be available on a proxy Content server you can remove the assignment of the Content server to the website Prerequisites The website must be in the run level Website read only see Website Run Levels on page 341 The relevant Content server does not notify any other servers about changes to the website routing settings see section Ge
271. sions and thus an essential requirement for enterprise portals To ensure that website content is up to date Livelink WCM Server offers a number of functions 18 Livelink WCM Server Introduction content management during the entire life cycle and throughout all phases of the workflow support of time controlled publication placeholders for object expiration dates full versioning of content integrated reference check to avoid dead links or graphics that cannot be displayed Safety Through Risk Management Critical business data used company wide is protected by a variety of security mechanisms For this purpose Livelink WCM Server offers comprehensive and flexible access control on the basis of users groups and roles for regulating access to website content depending on section and object status configurable encryption of communication between servers and between clients and servers transaction security support of system architectures with firewalls use of security features of application servers and database systems About this Manual This manual describes the components and functions of the WCM system from the point of view of the system administrator As the administrator of a WCM system you should have a sound knowledge of the following fields Administrator Manual 19 Chapter 1 installation and configuration of a web server HTTP server and JSP engine or an application server standard methods of
272. site 210 websites to principals 156 assigned servers of website 344 assignments edit 109 functional areas 154 group 146 information window 114 role 146 servers 174 users 140 websites 156 associated websites 323 attribute sets assign to object type 232 delete 237 functions 235 manage 234 new 236 settings 236 attributes edit 236 translate names 123 automatic conversion 296 B backup 347 database 348 required run level 347 Livelink WCM Server WCM configuration 349 base directory minimum configuration for new website 211 base URL minimum configuration for new website 211 basics 25 Cc caching website 209 cancel an action 335 categories of deployment systems 38 class agent 284 286 command line mode export and import of websites 253 communication error logs 329 communication channels in general 47 in website settings 226 new website 220 concepts 25 configuration Admin client 116 backup 349 synchronize of master and proxy Admin 194 ConfigurationManager report 327 connection status information in system overview 356 connection types custom 160 default 160 delete 170 functions 160 in general 50 Administrator Manual Index manage 159 new 168 settings 168 translate names 123 ConnectionManager report 327 console export and import of websites 253 Content client control functions via functional area 68 in general 16 introduction 16 Content server in general 32 ContentMi
273. spective server and provide the parameters for establishing a connection to this server By default all other servers use these parameters to contact the respective server In a distributed WCM system with slow and fast connections and firewalls between the components it is often not possible for all servers to use the same communication parameters A proxy Content server might for example be separated from the master Content server of the website by a firewall In this case it might be necessary to use the protocol HTTP for the connections from the proxy Content server to the master Content server To optimize the integration of the servers in a distributed network environ ment you can set up special pools of type WCM for the connection between two servers These pools provide the parameters required for establishing connections in one direction in this example in the direction proxy Content server master Content server The extended settings of WCM pools offer you detailed configuration options for adapting communication to the situation in your corporate network You can define special ports and IP addresses for establishing connections modify buffer sizes and timeouts for slow connections or configure the use of a tunnel or an HTTP proxy For detailed information on the individual parameters refer to the online help of the Admin client 52 Livelink WCM Server Concepts Programming Interfaces Livelink WCM Server o
274. ss is assigned paths to be controlled by Secure Access See section Managing Paths for Secure Access on page 186 Applications Only for Content servers running in the context of a JSP engine or as a web application in an application server Assign applications and remove assignments For information on managing applications see the Portal Manager API documentation m registering and managing proxy Admin servers for a distributed WCM system see section Managing Proxy Admin Servers on page 189 m deleting servers from the configuration of the WCM system see section Deleting Servers from the Configuration on page 197 To monitor server activities and change the run level of servers change to the System administration see section Administering Active Servers starting on page 317 For information on starting and stopping the servers via the respective start scripts refer to the Livelink WCM Server Installation Manual Administrator Manual 175 Chapter 6 General Server Settings To view or edit the settings of a server proceed as follows 1 Select Configuration gt Servers 2 Mark the desired server in the tree on the left In the right window pane the settings are displayed on various tabs The available tabs depend on the server type The individual param eters are described in detail in the online help of the Admin client C
275. stalled How to configure and manage these products is described in the relevant manuals General Settings of the Admin Client In the Admin client s settings you select an Admin server and configure the display of items To open the settings of the Admin client choose Settings on the Program menu The Admin client settings dialog box opens Admin client settings x Admin server Choose the Admin server to which the Admin client is to connect gt vV Admin server View Look Select the Admin server you want to connect to Admin wemserver company example 5002 5003 x oma Fig 32 General settings of the Admin client 116 Livelink WCM Server Working in the Admin Client You can make the following settings Admin server tab If proxy Admin servers are installed in your WCM system in addition to the master Admin server see section Managing Proxy Admin Servers on page 189 you can select the Admin server that the Admin client is to connect to here m View and Look and feel tabs Here you can change the way items are displayed in the Admin client e g choose a display according to Windows conventions Using the Admin Client as a Web Application You may also use the Admin client without installing it on your local computer This way you can manage Livelink WCM Server from different computers For this purpose you create a web application for the Adm
276. stem a distinction is made between master and proxy servers Master servers have write access to the data of the WCM system while proxy servers have only read access The master Content server manages the website data the master Administration server manages the configuration and system data In addition to this any number of proxy servers can be set up Server type According to the tasks of the servers there are two server types Content servers for managing website data and Administration servers for managing the user configuration and system data of the WCM system Basically every Content server is able to provide all views of the data of the managed websites Edit QA and Production The available views may be limited by the fact that the Content server only receives the data of certain views Servlet Java program executed by the web server for generating the data requested by aclient by means of an HTTP request Administrator Manual 371 Glossary SMTP Simple Mail Transfer Protocol A protocol for transferring e mail messages for example between different servers SSL Secure Socket Layer A protocol layer for the communication between the components of a WCM system that ensures that the data transfer will be secure in terms of eavesdropping and falsification SSL can be used both for the VIPP protocol and HTTP tunneling Statification During statification the dynamic components of for example a JSP pag
277. stem Administration The run level of a website must be changed in order to allow changes such as new object types or object categories to take effect The run level of websites can be changed on a specific server or on all assigned servers Changing the website run level on a specific server Choose Set website run level via System administration Active servers Associated websites website name and select the desired run level Changing the website run level on all servers assigned Choose Set website run level on all servers via System administration Active websites gt website name and select the desired run level Note If you change the run level of a website users should no longer access the website via the Content client You can get an overview of logged in users via System administration gt Registered users You can also log out users here Administrator Manual 343 Chapter 10 Overview of the Assigned Servers of a Website Select System administration Active websites gt website name gt Associated servers to get an overview of the servers on which the selected website is available System administration Name zj Run level on this server E E Active servers Master_Content Website up 10 i Registered users i Proxy_Content Website up 10 yy Active websites E W Companyintranet Associated servers W InternetSite amp Licenses Ne Sear
278. stribute the load of editing WCM objects or accessing the published website to several servers To assign an additional proxy Content server to a website or to remove the assignment choose the appropriate function on the context menu or the toolbar Icon for assigning a proxy Content server to a website see Creating Assignments on page 109 Icon for removing the assignment of a proxy Content server to a website see Removing Assignments on page 112 E 228 Livelink WCM Server Managing Websites Proxy servers can also be assigned to websites via Configuration gt Servers server name Websites The procedure is identical Please note the information in section Websites Assigned to Servers on page 177 Managing Object Types of Websites Each WCM object is linked with a specific object type The object type is defined when the object is added in the Content client There are only a few cases in which it may subsequently be changed An object s type depends on its content and on its use For example regarding the content there is no difference between a topic object and an HTML object The topic however has an additional organizational function in the object hier archy because it can accommodate other child objects By default the default object types are linked with a default functional area To view this assignment select a functional area in the User administration view The assignment enabl
279. sts These users need corre sponding access rights for the objects The Edit view shows the current processing status of the WCM objects The respective HTML pages are by default generated on the basis of the released templates After they have been edited the objects are submitted to Quality Assur ance This makes new objects or changes to existing objects also visible in the QA view QA view The QA view shows the WCM objects with all changes that have been submitted to Quality Assurance Quality Assurance staff can check the changes with regard to content and formal aspects On the basis of this check they decide whether an object is to be sent back for correction or to be released For release the respective access right is required After the release the objects become visible in the Production view Thus the current version becomes available in the published website Production view The Production view makes the released pages of a website available to the website visitors By means of an HTTP server these pages can be accessed via the Internet or intranet The following figure illustrates the different stages and the actions that realize the transitions between the stages Administrator Manual 29 Chapter 2 New object Edit view QA view Production view gt Submit or amp Release E delete Editing l Quality assurance Public access Reject Confirm deletion Fig 2 The staging of L
280. system administration e g configuring and editing user administration systems directory trees and files administration of relational database management systems such as Oracle administration of LDAP directory servers optional In addition to this Administrator Manual the following sources provide information Livelink WCM Server Installation Manual This document describes how to install the WCM system and configure web servers and appli cation servers Content Client User Manual This manual provides detailed instruc tions on all tasks involved in editorial work on WCM managed websites Livelink Integration Manual This document explains how to integrate your WCM system with a Livelink system WCM Java API Programmer s Manual This document contains information on interfaces classes and methods of the Java programming interface WCM Java API which enables you to use the functionality of the WCM servers via external programs Portal Manager API Programmer s Manual This manual contains detailed information on developing dynamic and personalized websites on the basis of the Portal Manager API Online help Livelink WCM Server offers an integrated online help that can be called at any time when working with the Admin client The contents of this manual are organized as follows 20 Livelink WCM Server Introduction Chapter 2 Concepts explains the basic technical concepts of Livelink WCM Server
281. t Name of the website from which a subtree is to be exported lt vip req oid gt 253 lt vip req oid gt OID of the start WCM object for the export All objects located in and below this node are exported The respective WCM object must be a released topic and may not be a compound object lt vip exp external Links gt JAVASCRIPT ETC GIF JPG PNG PIC lt vip exp external lLinks gt A list of external references separated by spaces If exported WCM objects have a reference to an object of this type and the referenced object is located outside the exported subtree it is also exported References of these objects to other objects are however not considered The object types most frequently used for this type of references are already preset lt vip exp protocol gt false lt vip exp protocol gt Here you determine whether the log of the exported WCM objects is to be exported too If you enter false the log of the objects will only contain the entry that an import has been performed 266 Livelink WCM Server Managing Websites Line in the XML file Explanation lt vip req directory gt d wcm exp imp lt vip req directory gt Path to the directory for storing the exported data In this directory a subdirectory with the exported data is created The directory can easily be renamed before the import lt vip export import operation spec name import subtree gt Section with the information required for
282. t dialog box If you click the Do not add deployment systems radio button in this dialog box the new website is configured on the specified servers Without deployment systems however it is neither possible to edit the website using the Content client nor to publish it You can add deployment systems subsequently in the Configuration view Step 5 Add Deployment Systems If you specified that you want to configure deployment systems now the Deployment systems dialog box opens This dialog box shows whether deployment systems are configured for the selected Content server Bnew website x Deployment systems Here you can setthe deployment systems for the individual WCM lt servers In the table row of the server to be configured click on the K deployment system column to open the dialog for adding or creating a deployment system Server Deployment systems Master_Content Not installed T Proxy_Content 2 Not installed Proxy_Content 3_ Not installed Proxy_Content 1 Not installed Fig 71 Website servers without deployment systems 222 Livelink WCM Server Managing Websites To add a deployment system for a server or edit existing entries 1 In the Deployment systems column of the desired server click on the entry nstalled or Not installed The next dialog box Deployment systems of server shows the indi vidual deployment systems for the selected server D
283. t proxy Content server dialog box 218 Livelink WCM Server Managing Websites select proxy Content server x Please select a proxy Content server Also specify whether you want the proxy Content server to use a separate data storage If so select the desired JDBC pool or create a new pool Server Proxy_Content 1 v v The proxy Content server uses a separate database JDBC pool proxycontentpool v New JDBC pool Fig 68 Configuring proxy Content servers for the website Server Select one of the installed servers from the list m The proxy Content server uses a separate database If the master Content server and the proxy Content server are to use the same database connection leave the check box cleared If the proxy Content server is to use a different database connection than the master Content server i e the data is to be replicated there select the check box In that case additional fields will appear JDBC pool Select the desired pool for the proxy Content server from the list New JDBC pool If a pool for this database connection does not exist yet you can add a pool by clicking this button The wizard for new JDBC pools starts Confirm the information about the proxy Content server by clicking the OK button Repeat this process until you have selected all the proxy Content servers for the new website Administrator Manual 219 Chapter 7 Note For edit
284. tSite is created in the WCM system The system is distributed among three additional proxy Content servers Two of these proxy Content servers run in the context of a JSP engine or as a web application in an application server They are used for editing the WCM objects by means of the Content client Thus the respective Edit and QA deployment systems are installed on these two servers The third proxy Content server is used for publishing the Production view of the website On this server a Production deployment system is installed The following procedure guarantees that the data in the master and proxy data storages are always identical 1 If for example a WCM object is edited via a proxy Content server the proxy Content server informs the master Content server that the object is being edited The master Content server locks the object so that it cannot be edited by other servers at the same time 2 On the proxy Content server the object is loaded from the proxy data storage It is edited in the Content client 60 Livelink WCM Server Concepts 3 The proxy Content server receives the edited metadata and content and sends them to the master Content server The master Content server checks whether the changes are permitted and then stores the changed data in the master data storage 4 The deployment distributes the changed data to the proxy Content servers 5 The data transferred from the master Content server is stored in t
285. table provides an overview of the individual rights and their dependencies Table 3 The individual administration rights Right Possible actions Read access to user If a server agent is to read the user information administration API the user used for logging in the agent must have this right Access to user Read access to the user information administration The tree items Users Groups and Roles in the User administration view are only displayed if the user has this right Administrator Manual 75 Chapter 2 Right Possible actions Change principal Change the settings of users groups and roles as well as the assignments between these elements e g assignment of a user to a group To be able to change the assignment of princi pals to functional areas and websites the right Change assignment to website functional area is also required Includes the right Access to user administration Change assignment to website functional area Change the assignments of users groups and roles to websites and functional areas Includes the right Access to user administration Create modify delete principal Add edit and delete users groups and roles as well as configure existing principals from an LDAP directory service as WCM principals Includes the rights Change principal Access to user administration Change assignment to website function
286. te InternetSite f DS Production InternetSite Notification and transmission of changed content Fig 8 Distributed WCM system with firewall In this example the proxy Content outside the firewall is informed of changes by the master Content server Since it is possible to configure the routing between the servers depending on the requirements of your LAN or WAN it would also be possible that the proxy Content server outside the company network is notified by the proxy Content server within the company network The routing should be configured in such a way that the proxy Content server outside the company network only gets the Produc tion view of the website data This significantly reduces the data volume to be transferred For information on the routing refer to Routing Between the Servers on page 47 Administrator Manual 59 Chapter 2 A distributed system of this kind is created using of the option User defined installation in the WCM installation program see Livelink WCM Server Installation Manual When creating a website with several proxy Content servers and separate databases you can obtain assistance from the new website wizard see Creating a Website with the Option User defined on page 218 Distributed System with Separate Data Storage for Proxy Content Servers The WCM system consists of a master Admin server and a master Content server The website Interne
287. te on page 292 6 Use the deployment agent supplied to let all WCM objects be processed by the deployment see ManualDeployment on page 294 You can now continue to work with the WCM system which reflects the status of the restored backup copy 350 Livelink WCM Server System Administration Administrator Manual 351 352 Livelink WCM Server CHAPTER 11 System Overview The System overview view provides an overview of the structure and components of your WCM system The data is displayed in clearly arranged overviews so that you can see the various components at a glance These include for example the computers hosting the WCM servers the connections between the servers and to the database or to the LDAP directory service as well as information on web servers and firewalls The information on the WCM system can be saved as an XML file and sent for example by e mail to the Technical Support at Gauss Interprise AG The system overview also allows you to read the configuration of another WCM system from an XML file and display it in graphical over views To open the system overview click the _ a System overview tab in the Admin client Administrator Manual 353 Chapter 11 dy System overview Hosts Pools Special WCM pools Connection status E SMTP server f Admin servers y Websites E Deployment systems CPUs memory oS Operating systems IP P addresses JDK Jav
288. te In distributed systems with connections of different speeds between the Content servers it may be advantageous to change the standard routing Please note that a sending server can only forward the data view that it receives or a view with a smaller data volume You can determine the routing between the Content servers in the Configuration view of the Admin client Administrator Manual 47 Chapter 2 during user defined creation of a website see Creating a Website with the Option User defined on page 218 during assignment of proxy Content servers to a website see sections Websites Assigned to Servers on page 177 and Proxy Content Servers Assigned to a Website on page 228 Communication Protocols All network connections used in the WCM system are based on TCP IP or UDP IP For communication between the clients of the WCM system and the servers as well as for communication between the servers either the proprietary protocol VIPP or the HTTP protocol can be used For both protocols different ports are configured The following diagram illustrates the communication on the basis of a layer model Communication via VIPP Communication via HTTP tunneling WCM component WCM component server client server client WCM Application Layer WCM Application Layer TCP IP LAN WAN LAN WAN Fig 5 Communication via VIPP
289. te i e the principal can add change and release topics on the first level of the website and assign access rights for these topics You should select a group or role here to grant several users access to the root object To select a principal 1 Click one of the radio buttons User Group or Role 2 Open the selection dialog box by clicking _ J 3 Select an entry from the list displayed 4 Click the OK and Next button This initial assignment makes it possible to access the new website via the Content client All other users groups and roles that are to work with the new website must be assigned to it This is done in the User 210 Livelink WCM Server Managing Websites administration view of the Admin client see section Website Assign ments on page 156 Confirm your entries by clicking the Next button Step 3 Specify URL and Directory for Master Content Server Different views of each website are available These views are generated by the respective deployment systems Edit QA and Production view In the case of a minimum installation of a website deployment systems for Edit QA and Production are installed on the master Content server To keep the data for the different deployment systems separate different directories on the computer hosting the master Content server are used to store the data For editing the WCM objects with the Content client and displaying the pages in a browser the objects
290. ted by a green arrow SMTP server Shows the connections from the WCM servers to the SMTP server including the ports used Admin servers Shows the assignments between Content servers and responsible Admin servers and between Search servers and Content servers Websites After selecting a website Shows the master Content server and the assigned proxy Content servers including the routing between the servers and the database connections Deployment After selecting a website shows the deployment systems systems installed on the assigned Content servers including routing between the servers and the database connections 356 Livelink WCM Server System Overview Item Available information CPUs memory In this overview you can enter the number of CPUs the speed and the memory size for each host computer Operating In this overview you can enter the operating system used systems for each host computer if it has not been retrieved automatically IP addresses In this overview you can enter the IP address for each host computer if it has not been retrieved automatically Java SDK Shows the versions of the Java SDK or versions Livelink WCM Server used including patch level WCM versions These values are retrieved automatically by the system when the servers start Summary Summary of the information regarding Operating systems IP addresses Java SDK versions and WCM versions
291. tent directly in your website without the Content client With the proper WCM rights you can display context menus with the available edit functions in the Edit or QA view This makes it considerably easier to edit content InSite Editing deployment systems are dynamic deployment systems see above Storing the Website Data Each website object consists of a series of metadata that are used to create manage and classify objects These include the content of WCM objects such as texts graphics or JSP scripts The metadata also include attributes properties and access control information The object metadata are stored in an external relational database such as Oracle The stored data is used by the deployment systems to generate the phys ical representations of the objects e g HTML files Note For information on integrating Livelink WCM Server with an RDBMS refer to the Livelink WCM Server Installation Manual Administrator Manual 43 Chapter 2 All Content servers belonging to a WCM system can access a common data storage This keeps the communication traffic between servers to a minimum because the metadata and the object content only have to be sent to the proxy Content servers if an object is requested by a proxy Content server When a WCM object is changed the master Content server informs all connected proxy Content servers about the change The relevant object is removed from memory on the proxy Content se
292. tes website name Object categories 238 Livelink WCM Server Managing Websites 2 Choose New object category on the context menu or click the corre sponding icon a Icon for adding an object category 3 In the next steps you specify the name of the object category and create the properties of the object category Follow the instructions of the wizard For detailed information on the individual parameters for the new object category refer to the online help of the Admin client Settings of Object Categories To edit the settings of an object category 1 Select Configuration gt Websites website name gt Object categories 2 Mark the desired object category in the tree on the left The settings displayed are made when the object category is created 3 On the Properties tab you can use the buttons to subsequently create new properties and add them to the object category as well as delete properties You cannot change existing properties subsequently If you want to change a property delete it and then create it again 4 Click the Apply button Administrator Manual 239 Chapter 7 Deleting an Object Category Note You can only delete object categories that are not used by any object in the relevant website To delete an object category 1 Select Configuration Websites website name gt Object categories 2 Mark the desired category in the tree on the
293. the Apply button Note If you change a connection type the settings of existing pools which are based on this connection type are not modified automati cally The connection type merely serves as a template for new pools Administrator Manual 169 Chapter 5 Deleting a Custom Connection Type You can delete connection types that you do not need anymore Existing pools which are based on this connection type will however not be deleted To delete a custom connection type 1 Select Configuration gt Custom connection types 2 Mark the desired connection type in the tree on the left 3 Choose Delete connection type on the context menu or click the corresponding icon Icon for deleting a connection type 4 Confirm the security prompt 170 Livelink WCM Server Managing Pools and Connection Types Administrator Manual 171 172 Livelink WCM Server CHAPTER 6 Managing Servers The entire configuration of your WCM system is performed via the Admin client To open the configuration click the A Configuration tab in the Admin client This chapter describes how to manage servers For general information on servers see section Basic Components of a WCM System starting on page 25 If you open the tree item Servers in the Configuration view all installed servers are displayed Configuration 4 2 Pools f Custom connection types I E S amp wo A
294. the complete file name of the old version is supplemented with 1 2 etc If the log file becomes larger than 10 MB the file is copied file extension tmp and a new log file is created If this one also becomes larger than 10 MB the first log file is deleted Afterwards a new file is created whenever the limit of 10 MB is exceeded This maximum value for the size of the log files default 10 MB can be set by means of the parameter 1logsize in the start script of the server For the logs the following functions are available on the context menu or the toolbar You can apply these functions to individual or all logs of a server The Send e mail dialog box opens In this dialog box you can enter the recipient s of the e mail The e mail address of the logged in administrator is automatically used as the sender Send log s by e mail sends the selected log or all logs by e mail g Save log s saves the selected log or all logs in text format in any P directory on any drive x Delete log s deletes the selected log or all logs The current logs of the servers cannot be deleted Note Creating previously deleted logs anew may be time consuming Update element data refreshes the view Administrator Manual 331 Chapter 10 Trace Logs In addition to reports trace logs represent an important means of finding and solving the cause of problems Using trace logs you can log current actions on a server inclu
295. the context menu 106 Fig 24 Basic settings of a group 108 Fig 25 Assignments of a group 109 Fig 26 Assignment using the context menu 110 8 Livelink WCM Server Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig Fig 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 Assigning a user to a group Removing assignments using the context menu Two ways to assign a server to a website User assignments overview Assignments for a role General settings of the Admin client Creating a web application for the Admin client Selecting a web application for the Admin client User administration items Selecting LDAP principals Configured users Dialog box for adding a user Editing user information Assignments of a user Groups of the WCM system Dialog box for adding a group Assignments of a group Available functional areas Dialog box for adding a functional area Settings of functional areas Website assignments Overview of available pools and connection types Settings of a pool Settings of a connection type Overview of installed servers Settings of a server Overview of websites assigned to a server Overview of the deployment systems of a server Overview of the pools for a server Administrator Manual 111 112 113 114 115 116 120 121
296. the import lt vip req website gt CompanyIntranet lt vip req website gt Name of the target website lt vip req oid gt 472 lt vip oid gt OID of the WCM object under which the imported subtree is to be inserted The respective WCM object must be a topic and may not be a compound object lt vip oid mapping for gt oid_attribute oid_property lt vip oid mapping for gt A space separated list of the names of the attributes in which OIDs are stored The OIDs in these attributes are mapped to the new OIDs of the objects in the target website lt vip inherit acl gt false lt vip inherit acl gt Specifies whether the imported subtree is to inherit the access rights of the start topic see parameter lt vip req oid gt or to adopt the access control list ACL of the source website If you enter true the access rights of the start topic are adopted lt vip req directory gt d wcm exp imp InternetSite_export lt vip req directory gt Path to the directory with the exported website data Administrator Manual 267 Chapter 7 Starting the Export of the Website Subtree Start the export of the website subtree by means of the script exportsubtree bat which is located in the subdirectory admin of the WOM installation directory Note By adding the parameter 1 in the script exportsubtree bat you control the language of the logs You can enter en_US for English or de_DE for German The export starts Th
297. the second window of the wizard select the Content server as server which is used to access the objects This Content server must run in the context of a JSP engine or as a web application in an application server WebDAV URL The URL of the deployment system InternetSite_edit may look as follows http wcmserver company example vipdav InternetSite_edit This results in the following WebDAV URL for accessing the objects of the website InternetSite http wcmserver company example vipdav InternetSite_edit InternetSite Administrator Manual 91 Chapter 2 Step 4 Assign and Configure the VipDAVApp1l ication Assign the VipDAVApp1lication to the Content server used for accessing the WCM objects 1 Launch the Admin client 2 Select Configuration gt Servers name of the Content server gt Applications 3 Choose Assign application on the context menu or click the corre sponding icon Icon for assigning an application gning 4 Select the VipDAVApplication from the list 5 Click the OK button Using the parameters of the VipDAVApplication you can specify WebDAV settings For detailed information on the individual parameters refer to the Portal Manager API Programmer s manual and the Admin client s online help 92 Livelink WCM Server Administrator Manual Concepts 93 94 Livelink WCM Server CHAPTER 3 Working in the Admin Client The Admin client is the central point of
298. the website over the Internet The URL for starting the Content client must also contain the fully qualified host name m The base URLs for Edit and QA deployment systems must not differ in uppercase and lowercase letters alone URL and directories for master Content server when selecting the option Minimum e New website x URL and directory for Master_Content Enter the base URL and the base directory for the lt A WCM server Master_Content here These entries p are required for the deployment systems Note that Ea the HTTP server must be configured accordingly Base URL httpviwemserver company example Base directory D wemlwebsite Help Cancel Back Fig 65 Specifying base URL and directory for master Content server 212 Livelink WCM Server Managing Websites In this window you enter the Base URL HTTP address for accessing the data of the master Content server s deployment systems and the Base directory for storing the data Example Base URL http wcmserver company example This URL will be supplemented automatically by the name of the deployment system which you enter in the next dialog box Ina minimum installation this might result in the following URLs for accessing the deployment system data Edit view http wcmserver company example InternetSite_edit QA view http wcmserver company example InternetSite_qa Production view http
299. time stamp log in the direc tory WCM installation directory log exportimport Starting the import from the command line 1 Open the prompt 2 Switch to the WCM installation directory and open the subdirectory admin 3 Enter importwebsite bat This starts the Export Import Tool The information needed for import is read from the file export import conf xml Notes The import results are logged in the file name of master Content server _ website name _ time stamp log in the directory WCM installation directory log exportimport If errors occur when importing the website the new website may be created anyway In this case use the Admin client to manually delete the website see section Deleting a Website on page 245 Administrator Manual 257 Chapter 7 Export and Import of Website Subtrees Website subtrees are exported and imported by means of the external Export Import Tool for website subtrees SubtreeExportImportTool which is called via scripts Enter the parameters for the export and import in the file subtree exp imp conf xml in the subdirectory admin of the WCM installation directory For information on starting the tool refer to section Starting the Export of the Website Subtree on page 268 and Starting the Import of the Website Subtree on page 268 Exported Website Data The Export Import Tool saves the system data of the website as XML files These XML files are protecte
300. tion lt vip export import operation spec name export website gt Section with the information required for the export lt vip req website gt website lt vip req website gt Name of the website to be exported lt vip req filter gt 0 lt vip req filter gt This entry specifies which versions of which WCM objects are to be exported 0 all versions of all WCM objects 1 the current version of the WCM objects in the Production view lt vip req directory gt d wcm exp imp lt vip req directory gt Path to the directory on the master Content server in which the exported data is to be saved lt vip exp protocol gt false lt vip exp protocol gt Here you determine whether the log of the exported WCM objects is to be exported as well If you specify false here the log is empty after the import lt vip reset version gt false lt vip reset version gt If you specified that only the current version of the WCM objects is to be exported lt vip req filter gt parameter you can use this parameter to specify the new version number for the objects edited the objects get the number 0 0 1 released the objects get the number 1 0 0 lt vip reset author gt Admin lt vip reset author gt Use this parameter to reset the author of the exported WCM objects to the specified value Administrator Manual 255 Chapter 7 lt vip lt vip lt vip lt vip lt vip lt vip export import operation
301. tion website 207 minimum system architecture 56 monitor active servers 317 multiple data storages scenario 60 N name agent 284 deployment system 216 website 207 new attribute set 236 connection type 168 converter 242 deployment system 275 functional area 152 group or role 145 object category 238 object type 231 pools 162 381 Index users 138 website 204 new items 106 O object categories delete 240 manage 237 new 238 settings 239 object rights default settings 71 in general 72 object types delete 233 functions 230 manage 229 new 231 settings 231 translate names 123 ObjectManagerlmpl report 328 online help 128 operating systems information in system overview 357 orphan objects assign 243 overview of logged in users 327 339 overview of WCM system 353 P parameters export of websites GUI 250 import and export of website subtrees 264 import and export of websites console 253 import of websites GUI 252 server agent 285 382 path Secure Access 186 PoolManager report 328 pools assign server 182 default pools 161 delete 167 functions 161 global WCM pools 161 in general 50 information in system overview 356 JDBC pools 161 LDAP pools 161 Livelink pools 161 manage 159 new 162 PoolManager report 328 settings 164 special WCM pools 163 Portal Manager API 53 prerequisites import and export of website subtrees 264 import and export of websites 248
302. to which the user is assigned 4 Defining the access rights for the objects of the WCM managed websites via the Content client For the individual objects of the website you can then define which groups and roles or individual users get access and which concrete object rights are valid for this access If you want to assign a workflow to the WCM objects and thus extend the predefined staging you determine in the workflow definition which principals have the right to perform the individual workflow steps 5 Assigning administration rights for the WCM system Admin client Access to the administration and configuration of the WCM system should be reserved to selected users You can grant administration rights to users groups and roles In the following sections these aspects of access control are explained in detail In addition to these features Secure Access offers you the possibility of transferring the access control mechanisms to the web server or the JSP engine In this way you can create protected areas in your website which are only accessible for registered users even via the Internet see Access Control via the Web Server or JSP Engine with Secure Access on page 78 66 Livelink WCM Server Concepts Users Groups and Roles Like a network operating system Livelink WCM Server allows you to assign the users of the WCM system to groups and to control access by assigning rights to these groups If necessa
303. torage fails the data can be restored by means of the master data storage See DatabaseUpdate on page 292 Tip Export the WCM managed websites at regular intervals and save the export files In the case of errors in the master Content server of the website this makes it possible to restore the website data after rein stalling the WCM system For information on exporting and importing websites refer to section Exporting and Importing Websites starting on page 246 Backing Up the WCM Configuration The configuration of the WCM system is saved in XML files in the WCM installation directory You should back up the entire WCM installation directory at regular intervals The frequency depends on how often you change the configuration of the WCM system e g add or assign agents assign proxy servers create websites or edit administra tion rights The backup of the configuration files must be synchronized with the database backup During the data backup no configuration changes must be made Administrator Manual 349 Chapter 10 Restoring Backed up Data To restore a WCM system from a backup 1 Shut down the servers completely 2 Replace all files in the WCM installation directory with the corre sponding files from the backup copy 3 Restore the backup of the database 4 Restart the servers 5 If necessary restore the proxy data storages by means of the Data baseUpdate agent see DatabaseUpda
304. tories of the WCM installation directory the reports and logs of the WCM servers hardware information on the computers hosting the WCM servers The hardware information included in the archive can be determined via System overview gt CPUs memory the log and configuration files of web servers application servers To specify the log and configuration files contained in the archive select System overview Web servers In the parameters of the web server you can specify the paths to the respective files Administrator Manual 359 Chapter 11 Notes Always enter the complete path to the file including the file name You can specify several log and configuration files for the archive Confirm the path by pressing ENTER Enter the next path in the new line Prerequisites for Sending Data For the information on the web servers and hardware used to be included in the archive you must enter this information in the system overview Also the e mail settings in the Admin client must be configured correctly Entering information in the system overview Please enter the following information 360 CPUs speed and memory of the computers hosting the WCM servers information on the HTTP servers JSP engines or application servers used and paths to the respective configuration files Notes For the log and configuration files of the web server used to be included in the system data the user who started the WCM serv
305. tory admin of the WCM installation directory before starting the Export Import Tool For security reasons the password should remain empty See table Entries in the export import conf xml file on page 254 Step 1 Start the Export Import Tool Start the graphical user interface of the Export Import Tool with the exportimport bat file which is located in the subdirectory admin in the WCM installation directory Step 2 Specify connection parameters Before exporting or importing check the connection parameters of the master Content server and enter the user information for accessing the server To do so choose Connection parameters on the Operations menu In the Connection parameters dialog box make the entries for the desired master Content server Administrator Manual 249 Chapter 7 x Server wemserver company example VIPP port 5004 HTTP port 5005 SSL ial User admin Password Peer oK cancel Reset Fig 79 Connection parameters for the master Content server m Server name of the computer hosting the master Content server VIPP port and HTTP port for the connection to the master Content server SSL If communication with the master Content server is performed via a secure connection select this check box This must correspond to the current settings of the master Content server m User ID and Password for accessing the WCM system The
306. trator Manual 113 Chapter 3 Overview of all Assignments for an Item The Admin client offers you the facility of displaying all direct assignments of an item in an information window Mark the desired item e g an indi vidual user or a website then click the info icon in the toolbar To close the information window click the icon again Icon for opening or closing the information window with all the Q assignments for an item F Information hshepard Users Roles Groups _Functional areas Editor ResearchDevelopment Basic 4 Dynamic Websites Companylntra InternetSite Fig 30 User assignments overview The information window has a separate column for each type of assign ment You can double click the entries in the columns The view changes and the Admin client shows you the settings for the item that you double clicked For instance if in the example above you double click on the entry Editor in the Roles column the role Editor is marked in the item tree The information window now shows an overview of the assignments for the role Editor This enables you to find out very quickly which other users are also assigned to this role 114 Livelink WCM Server Working in the Admin Client F Information Editor Roles Users cerdmann hshepard igomez kblume msanchez pdeville smarchetti Advanced Basic Filter standard
307. ts with the Livelink system m ObjectManagerlmp report The ObjectManager manages all objects of a website and controls locking of objects while objects are being edited or released It is present once for each website The Object Managerlmpl report contains information about WCM objects that are currently being edited and which are therefore locked for access by other users PoolManager report This report provides information about the pools of the WCM system m ReceiverManager report This report logs the communication via the connections in the server s pools m RunlevelManager report The run levels of the selected server and the websites that are available on this server are listed in this report Moreover the report lists the other servers of the WCM system that the selected server communicates with via WCM connections m ServerAgentManager report This report is an overview of the agents that are assigned to the selected server Serverinfo report This report contains information on the installed server and the computer hosting the server m ThreadManager report The ThreadManager controls the utilities of Livelink WCM Server The ThreadManger report indicates whether the ThreadManager is active on the selected server It contains infor mation on the individual utilities 328 Livelink WCM Server System Administration m VersionSupervisor report This report provides information on the classes or JAR files current
308. ttons to add existing attributes to the attribute set create new attributes or remove attributes from the set You cannot change existing attributes subsequently Click the Apply button Livelink WCM Server Managing Websites Deleting an Attribute Set Note You can only delete attribute sets that are not used by any object in the relevant website To delete an attribute set 1 Select Configuration Websites website name Attribute sets 2 Mark the desired attribute set in the tree on the left 3 Choose Delete attribute set on the context menu or click the corre sponding icon g Icon for deleting an attribute set 4 Confirm the security prompt by clicking the Yes button Managing Object Categories of Websites By means of object categories you categorize your WCM objects according to their content For example you might have categories such as Invoice or Article_description Object categories are defined by a number of properties that you can specify yourself Invoices for example could be characterized by properties such as invoice_recipient invoice_amount or payment_deadline When adding a WCM object with the Content client you can optionally assign the object an object category It then possesses the properties that you defined for this category in the Admin client These properties supple ment the standard metadata of WCM objects and are displayed on
309. ttribute sets are edited in the Admin client or in the Content client Cache Temporary storage between slow and fast units that saves frequently used data A cache is used to reduce the access time CGI Common Gateway Interface A web server interface used to run scripts or programs that generate user responses on HTML forms CGI programs are usually located in a special directory on the HTTP server Special URLs call such a CGI program which in turn generates an HTML response to the request and sends it to the client Context ID Object that is assigned to a user after successfully logging in to the WCM system A context ID is always unique throughout the entire system It thus precisely identifies a user If a context ID is not used over a certain period of time it expires Database Structured data stock of related content that is managed by a database management system DBMS Database management system A DBMS permits controlled access to databases and their management Deployment Deployment is the distribution of data The deployment of Livelink WCM Server performs two main tasks first generating pages from the WCM objects stored in the database and distributing the generated files to the appropriate directories second notifying the WCM servers of changes in the WCM system Deployment system The deployment systems generate pages from the WCM objects and distribute the generated files to the appropriate d
310. u cannot make any further settings for this utility Livelink synchronization License expiration notification Synchronizes relator objects when the referenced Livelink objects are modified Automatic e mail notification if the number of active users is too high or if limited term licenses expire In the configuration of this utility you can set the e mail recipient and the time settings for sending e mails For detailed information refer to the online help of the Admin client Navigation support Updates the internal topic structure saved in the database This topic structure is used to speed up the search for objects in a certain topic In the configuration of this utility you can specify how often the internal topic structure is to be updated Administrator Manual 311 Chapter 9 Utility Function URL cache invalidation Deletes invalid object URLs from the cache of the server If WCM objects are modified e g their title is changed or they are moved the URL of the object might change In such acase this utility informs the Content servers that are assigned to the respective website and deletes the invalid URLs from the cache of the servers This is done one minute after each change You cannot make any further settings for this utility Notes You can view the status of the individual utilities via System administration gt Active servers server name gt R
311. ual 135 Chapter 4 Once the WCM attributes have been added the principals will be displayed in the user administration of the Admin client You can edit the individual users there and alter WCM settings such as the e mail address The data of the users is modified and saved in LDAP only The WCM system does not save user data Users stored in an LDAP directory service are edited and deleted in exactly the same way as users who are stored in a connected relational database For notes on the differences between different LDAP directory services refer to the Livelink WCM Server Installation Manual Note When editing LDAP users in the WCM system you can only change the user s WCM attributes Although LDAP specific settings such as the position in the LDAP directory tree are displayed in the Admin client you cannot change them Managing Users If you expand the main item Users in the User administration view a list showing all the users that have access to the WCM system will be displayed Immediately after installation the only existing user is the one you set up as WCM administrator during installation 136 Livelink WCM Server User Administration L User administration p Users D abianchi Admin gt cerdmann gt claurent D dearson D eschrnidt gt hshepard D jgomez D jstein gt kblume D mmoreno D mrossi D msanchez pdeville smarchetti gt solivier Hee eee
312. uction deployment system InternetSite_prod Resultant entries URL for Edit view mserver company examplewwemyipdyniinternetSite_edit Directory for Edit view D Program Files TomcatiwebappsinternetSite_edit URL for QA view cmserver company examplefwemivipdyniinternetSite_qa Directory for QA view D Program Files TomcatiwebappsilnternetSite_qa URL for Production view puiwemserver company exampleAwem lnternetSite_prod Directory for Production view D Program Files TomcatiwebappsilnternetSite_prod eer om Fig 67 Specifying names of deployment systems 216 Livelink WCM Server Managing Websites Notes The resulting URLs must be unique within the entire WCM system Moreover the computers in question must not have any directories with the same names and paths as the ones specified for the deploy ment data directories m The base URLs for the different views must not differ in uppercase and lowercase letters alone m Inthe configuration of your HTTP server you map the names of the directories containing the generated pages to a URL When doing this you must use the same specifications for URL and directory as when you created the website Otherwise the generated pages cannot be accessed via HTTP and users cannot edit the WCM objects with the Content client For information on the configuration of the HTTP server refer to the Livelink WCM Server Installation Manual m After setting up the website
313. use the DatabaseUpdate agent to copy the missing data from the master data storage to the proxy data storage Note This agent only adds missing data If there is already a record with the same primary key and faulty data in the database of the proxy Content server this cannot be repaired by the agent The agent is integrated by default but is not assigned to a server If you want to use it you must first assign it to the master Content server of the desired website see Assigning an Agent to a Server on page 287 It is not necessary to configure parameters Working with the DatabaseUpdate agent The agent is started automatically when the assigned Content server starts You can also start the agent manually via System administration gt Active servers server name Agents see Assigned Agents on page 335 When the agent is started the graphical user interface opens To update the separate data storage of proxy Content servers 1 Log in to the server For this purpose click the following icon s 2 Enter the user ID and password for accessing the server 3 Click a website in the drop down list 4 In the list next to Proxy Content servers click the proxy Content server whose database you want to update The list shows all proxy 292 Livelink WCM Server Managing Agents and Utilities Content servers that are assigned to the selected website and have a separate data storage Note
314. user specified must have the necessary rights for export and import see Prerequisites for Export and Import on page 248 Step 3 Specify parameters for the export After defining the connection parameters you can select the website that you want to export These entries are made on the Website export tab of the Export Import Tool 250 Livelink WCM Server Managing Websites exvort import roo oT Operations Website export W Website Companyintranet xj Object filter All versions 7 Exportimport directory d wem exp imp oo Fig 80 Information for exporting a website m Website From the list select the website that you want to export Object filter This setting specifies which versions of which WCM objects are to be exported from the database m All versions all versions of all WCM objects Currently released versions the current version of the WCM objects in the Production view Export Import directory Specify the path to the directory on the master Content server in which you want to store the exported data If the Export Import Tool was started on the computer hosting the master Content server click the button to select the directory Otherwise enter the path manually Start the export by clicking the Start button Note The export results are logged in the file name of master Content server _ website name _ time stamp log in the direc
315. user aselonmenij Fig 28 Removing assignments using the context menu 112 Livelink WCM Server Working in the Admin Client Alternately you can click the corresponding icon All icons for removing assignments have a red arrow G Icon for removing a user s group assignment Two Ways to Edit Assignments An assignment creates a relationship between two items of a WCM system The information about these assignments is available through both items of the assigned couple allowing you for example to view and edit assignments between proxy Content servers and websites either via the website or via the relevant Content server Ay Configuration Configuration amp 2 Pools H Pools amp 2 Custom connection types m 2 Custom connection types H A Servers 2l a Servers E yy Websites A Admin H W Companyintranet ow InternetSite _ Deployment eo a Pres Qo REEI Content server alll A Master Content E f Proxy Content 9 Websites Deploy Assign website MG Pools Help ls 5 Agents Fig 29 Two ways to assign a server to a website BA A Ob Ge When removing assignments it is also possible to start from either item of the assigned couple This information redundancy applies to all assignments that you can create with the Admin client In most cases this documentation describes only one of the ways to create or remove assignments Adminis
316. ust also be updated For this purpose create a new web application and integrate it in the application server Administrator Manual 121 Chapter 3 If the connection parameters to the Admin server changed you must modify the file name of the web application WEB INF web xml which is located in the web application directory of the application server accordingly To ensure that the correct connection parameters will be entered the next time the web application is created also modify the file web xml in the directory WCM installation directory admin web WEB INF on the computer with the locally installed Admin client Deploying Resources By choosing Deploy resources on the Tools menu you can deploy local resources to the entire WCM system These resources include m JAR archives properties files The properties files contain the translated user interface texts for the Admin client the Content client and the Content client Classic Livelink WCM Server offers the possibility to translate the names of items such as object types or functional areas This way you can for example specify an English and a German name for a user defined object type This name is then displayed according to the language settings of the users in the clients For further information on translating localizing user interface texts refer to the following section icons for object statuses and object types To deploy resources 1 Copy the
317. velink WCM Server offers you the possibility to export and import websites This enables you for example to preserve your website data when restructuring your WCM system or integrate parts from another website The following functions are available to you m exporting and importing complete websites via a graphical user inter face or the console see Export and Import of Complete Websites starting on page 247 exporting and importing website subtrees via the console see Export and Import of Website Subtrees starting on page 258 Note When the import of websites or website parts is complete refresh the views in all open Admin clients In this way the current website data is loaded into the client and you can modify the configuration 246 Livelink WCM Server Managing Websites Export and Import of Complete Websites The export and import of websites is performed by an external program the Export import Tool You can use the graphical user interface or work with the console The parameters for the export and import are configured via the user interface or in the file export import conf xml in the direc tory admin of the WCM installation directory Exported Website Data The Export Import Tool saves the system data of the website as XML files These XML files are protected against manipulation by means of a checksum The following information on the websites is stored in the XML files m general information
318. ver the configuration can only be viewed All changes are made on the master Admin server In this way the configuration data on both Admin servers is always identical If the user administration information is stored in a relational database all changes in the user data are only made via the master Admin server Changed user data is not automatically sent from the master Admin server to the proxy Admin server Synchronization of the user data in the two databases can be controlled by means of a script for example If you use an LDAP or Livelink server for user administration a second LDAP or Livelink server can be installed outside the firewall The WCM system does not automatically synchronize the two servers Use the corre sponding functions of the LDAP or Livelink system for this purpose In a distributed system with a firewall communication between the servers through the firewall mostly takes place via HTTP in our example between master Admin and proxy Admin server and between master Content and proxy Content server You can determine the parameters for communica tion through the firewall in the settings of the respective WCM pool 58 Livelink WCM Server Concepts Firewall Notification and transmission of configuration changes Master Admin Server all aks Proxy Admin Server SS Login and license check Master Content Server Proxy Content Server Proxy Content Server InternetSi
319. ving them or sending them by e mail See Server Logs on page 329 m creating Trace logs see Trace Logs on page 332 Administrator Manual 317 Chapter 10 m overview of actions in progress on the servers canceling time consuming actions see Actions in Progress on page 334 overview of agents assigned to the server starting and stopping agents see Assigned Agents on page 335 The Admin client also offers you the possibility to generate a web applica tion for integrating a server in an application server see Generating a Web Application on page 336 Server Run Levels The processes running on the servers and websites are classified in so called run levels The run level is a criterion for ranking the execution of certain processes For example for editing WCM objects via the Content client the highest server run level 5 Server up and the highest website run level 10 Website up are required Depending on the backup software used a particular run level might also be required for a database backup Run levels exist for servers and for websites The website run levels are based on the server run levels and are only available if the respective servers are in run level 4 Single user mode or 5 Server up If the run level of a server is further reduced the websites are also shut down auto matically The interdependence between website and server run levels is shown in
320. was activated for the website only editor programs supporting UTF 8 may be used Content client When installing a Content server that runs in the context of a JSP engine or as a web application in an application server or when generating a web application for such a Content server you can specify which encoding is to be used for the Content client Note The Content client Classic always uses UTF 8 encoding m Setting the Content client to Latin 1 The Content client can only display and manage Latin 1 characters Use this setting if the RDBMS and the website are also set to Latin 1 Administrator Manual 85 Chapter 2 Setting the Content client to UTF 8 With this option you can use the Content client for editing websites with content and metadata encoded in UTF 8 Notes The encoding for client and website must be the same Other wise special characters will not be displayed correctly when WCM tags are replaced If you use an application server supporting the servlet API 2 2 only Unicode characters cannot be used in the metadata of the WCM objects Thus in this case you must set the Content client and the website to Latin 1 encoding URLs and web server The URLs generated by Livelink WCM Server to be more precise the path part of the URL are always Latin 1 encoded as this is expected by the majority of web servers If the web server is set to UTF 8 only ASCII characters i e no special chara
321. websites can be managed in a WCM system The installed deployment systems on the servers are not limited to a single website Since you can install multiple deployment systems depending on the available data storage view it is also possible to provide different views of various websites on a given server The following example shows a WCM system with a master Content server and two proxy Content servers The two websites CompanyIn tranet and InternetSite are managed in the WCM system Both the master Content server and proxy Content server 1 run in the context of a JSP engine or as a web application in an application server and can be used for editing and quality assurance of WCM objects by means of the Content client The second proxy Content server is used for publishing the Production view of the website InternetSite 62 Livelink WCM Server Concepts The different data storage views generated by the corresponding deploy ments systems of the website Companylintranet are available on the following servers master Content server Edit view m proxy Content server 1 QA and Production view The data storage views of the website InternetSite are available on the following servers master Content server Edit view m proxy Content server 1 QA view m proxy Content server 2 Production view Proxy Content server 2 is informed by proxy Content server 1 about changes to WCM objects in the website
322. which forwards them to the proxy Admin server This auto matically synchronizes the configuration data in the direction master gt proxy However if you add further Content or Search servers in the proxy system or remove servers the master Admin server must be notified about this change manually by means of the function Synchronize configuration Notas No configuration changes must be made in the master system while new servers are being installed in the proxy system Otherwise the settings of the new servers in the proxy system would be overwritten when the configuration changes are automatically transferred by the master Admin server To ensure that the configuration cannot be changed by other users you can set the servers of the master system to run level 4 Single user mode See Server Run Levels on page 318 For synchronizing the configuration after the installation of new servers in the proxy system only the two Admin servers need to be running 194 Livelink WCM Server Managing Servers To synchronize the configuration of proxy and master Admin server 1 Make sure that the Admin client is connected to the master Admin server of the WCM system see section General Server Settings on page 176 2 Select the proxy Admin server via Configuration Servers gt server name 3 Choose Synchronize configuration on the context menu or click the correspondi
323. with system files 2 Make the desired entries for collecting the system files For detailed information on the individual parameters refer to the Admin client s online help 3 Click the OK button The files are collected in an archive and sent by e mail to the speci fied address 362 Livelink WCM Server System Overview Notes The collected archive is meant to be used exclusively by Technical Support of Gauss Interprise AG It cannot be used as a backup of the system files For general information on backing up the WCM system refer to section Data Backup on page 347 If sending the system files is not possible switch on the trace log for the class de gauss vip service hotmailservice for the Administration server see Trace Logs on page 332 Afterwards try again to send the system files and send the trace log to Technical Support of Gauss Interprise AG Then switch off tracing Administrator Manual 363 364 Livelink WCM Server Glossary Access control list For each WCM object users groups roles and group roles that have access to this object can be specified The individual access rights are specified separately for each principal authorized to access the object Also called ACL ACL Access Control List Address see URL API Application Programming Interface Livelink WCM Server offers various APIs to access the functionalities of the WCM servers the WCM Java API the remote API
324. without Java JVM Java Virtual Machine The JVM makes it possible to run platform independent Java programs on a specific computer It is part of the JDK or JRE LDAP Lightweight Directory Access Protocol The LDAP is based on the X 500 standard and is supported by most major software manufacturers LDAP directory services are used to manage user information Master server Only master servers have read and write access to the data of a WCM system The master Content server manages website data while the master Administration server manages the configuration and system data of the WCM system See also Server category Metadata Every WCM object has a number of object information assigned to it e g expiration date language These are known as metadata Object category Assignment of a WCM object to a specific category Due to this assignment the WCM object has a set of additional special attributes metadata Object type The specific kind of object e g HTML page HTML template Topic Various properties of the WCM object result from the object type The object type is defined when the object is created There Administrator Manual 369 Glossary are only a few cases in which it may subsequently be changed Object types can be edited in the Admin client or the Content client Pool The different connections within a WCM system are managed in pools These include for example connections
325. y Admin servers it is possible that these servers do not access the master user administration but a second database a second LDAP directory service or a second Livelink server This speeds up access to the user data for all proxy Content servers managed by the proxy Admin server in a distributed WCM system An example of such a system is described in section Distributed System with Firewall on page 57 You can manage the users groups and roles via the Admin client no matter where the users of the WCM system are stored For detailed infor mation refer to chapter 4 User Administration In the case of an LDAP directory service or a Livelink user administration it is also possible to use the familiar administration tool for the respective product Communication Between the Components of a WCM System The components of a WCM system communicate with each other via a LAN or WAN Within a WCM system and beyond numerous communica tion connections are required e g for the following purposes Master Content servers inform connected proxy Content servers about changes to website data m Inthe context of staging and workflow e mail notifications are sent For this purpose the servers require a connection to an SMTP server m Each Content server must be able to connect to an Admin server in order to load configuration and license information Note When planning your WCM system make sure that the required routing
326. y exists in the target website the property is renamed i e the prefix att_ is added These renamings are written to the import log see Logging Export and Import on page 268 m If an object category of the target website contains properties with the same name that however have a different data type such as Integer or String the system tries to convert the property value into the data type of the target website during import If this fails the data type of the target website is adopted The value of the property is deleted in this case Object types Object types that do not exist in the target website are added during the import Objecttypes that already exist in the target website but are based on a different attribute set are created with a new name _x is added to the name of the original object type e g logos_ x Administrator Manual 263 Chapter 7 Groups and roles only for Livelink integration Livelink does not differ between groups and roles there are only groups If the exported subtree contains a group name which is already used fora role of the target system the import will not add the new group automati cally The similar procedure applies to role names which exist as group names in the target system Prerequisites for Export and Import For the export and import the respective websites must be in the run level 8 Website read only The user who car
327. ystems e g UNIX it is necessary to label certain files as executable in order to work with them In the context of Livelink WCM Server this applies to CGI scripts among others To avoid the need for file labeling after the creation of such files by a deployment system you can use the FileLabeling agent It automates the labeling of executable files This agent is not automatically integrated in the WCM system Once you have integrated the agent and assigned it to a server the agent starts automatically when the server starts Whenever a deployment process takes place the agent automatically sees to the labeling of changed files The agent processes the files of all deployment systems that are installed on a server If there are several websites available on a server it handles the data of all websites Integrating the FileLabeling agent Select Configuration gt Server agents to integrate the agent in the WCM system see Integrating an Agent on page 284 Define a name for the agent e g FileLabeling 298 Livelink WCM Server Managing Agents and Utilities Enter the following class name de gauss vip contentmanager server agents SetExecutableAgent Specifying object types for the FileLabeling agent 1 After integrating the agent select it and mark the Parameters item 2 Use the context menu or the toolbar to add a new parameter z j Icon for adding a parameter to an agent aC 3 In the New node di

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