Home

File

1. D Autonomy IDOL server 5 0 5 Of Ea License Agreement Welcome Windows Admin Privilege D License Agreement Select Install Set Installation and Use of IDOL server Requires Acceptance of the Following License Agreement AUTONOMY END USER LICENSE AGREEMENT Select Install Folder Select Shortcut Folder IDOL server Host IDOL server Port Settings gt DISH Server Port Settings License Server Location BY CLICKING THE ACCEPTANCE BUTTON FOR THIS SOFTWARE YOU ARE CONSENTING TO BE BOUND BY AND BECOME A PARTY TO THIS AGREEMENT AS THE LICENSEE IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT YOU MUST SELECT THE BUTTON INDICATING NON ACCEPTANCE YOU MUST NOT INSTALL OR USE THE PRODUCT AND YOU DO NOT BECOME A LICENSEE UNDER THIS AGREEMENT This is a legal agreement between you either an individual or an entity C Licensee and Autonomy as defined below for the license of the Autonomy software product s enclosed and or identified herein which includes software and associated media and may include printed materials xl 4 Executable and Service _ SMTP Server Details Uo DISH LicensekKey File US Presnetallation summan 8 Review the license agreement and select I accept the terms of the License Agreement to accept the agreement 9 Click Next RWD uPerform 3 0 61 Installing the Server WD Autonomy IDOL server 5 0 5 Select Install Set FJ wel
2. 7 Select Web Service Extensions 8 Right click on WebDay and select Prohibit 9 Right click on Jakarta and select Delete 10 Right click on local computer 11 Select ALL TASKS gt RESTART IIS Do not click End Now as this will cause the website to be recreated Allow the process to run until complete 12 Close IIS Manager Uninstalling RWD uPerform 1 Select Start gt Control Panel gt Administrator Tools 2 Select Add or Remove Programs RWD uPerform 3 0 183 Uninstalling the Server 3 Select RWD uPerform 4 Click Remove Add or Remove Programs iof xi P 5i Currently installed programs T show updates Sort by Name z Change or Remove fH DOLserver Size 202 00MB Programs U McAfee VirusScan Enterprise Size 38 01MB E B Microsoft NET Framework 2 0 Size 88 36MB Add New RWD uPerform Size Programs 7 Used Click here for support information e To change this program or remove it from your computer click Change or Remove Change an Add Remove Windows j5 TextPad PEPER TETEA Programs Size aiii g vignette c Size 277 00MB 4re you sure you want to remove RWD uPerform from your computer amp Virtual Me te uM Size 0 83MB B Windows 5 Click Yes 6 Click Finish If this process fails typically because IIS Manager 6 0 has not released some files restart the server or stop the IIS Admin and World Wide Web Publishing Services and try the process a
3. If You Want To Then Save your settings Click OK accounts Save your settings and import the user Click Synchronize Users accounts and group information Save your settings and import user Click Synchronize Users and Groups RWD uPerform 3 0 145 Configuring the Server Schedule Automated Tasks The uPerform server can be configured to automatically Globalize the documents in the globalize queue daily during off peak hours Automatically publish the documents in the publish queue daily at off peak hours Automatically synchronize your users and groups The RWD uSchedule exe application and the Microsoft Windows task can be configured and run from any computer with access to the uPerform application server In addition you can have multiple RWD uSchedule exe applications and tasks to allow you to execute multiple configuration options for example execute a Glossary task at midnight and execute a Publishing task at 7 00am Scheduling Tasks 1 In Windows Explorer browse to the RWD uSchedule exe file and double click on the file to launch the executable The RWD uSchedule exe file is located on the application server at C Program amp Files RW DuPerform Collaboration W WW uPerformWS bin You can copy this file to your local computer for configuration and execution RWD uPerform uSchedule x Enter the URL to the uPerform Server I Select the actions you
4. Trusted sites You can add and remove Web sites from this zone All Web sites in this zone will use the zone s security settings Add this Web site to the zone estas BEEST Web sites Require server verification https for all sites in this zone Ca Coa 5 Deselect the Require server verification https for all sites in this zone 6 Enter the uPerform server URL in the Add this Web site to the zone field 7 Click Add 140 RWD uPerform 3 0 Administration 8 Click Close Internet Options General Security Privacy Content Connections Programs Advanced 2a a Web content zone to specify its security settings 00a oo Intemet Local intranet Restricted sites This zone contains Web sites that you trust not to damage your computer or data No sites are in this zone Security level for this zone Custom Custom settings To change the settings click Custom Level To use the recommended settings click Default Level Custom Level Default Level 9 In the Security level for this zone area click Custom Level Security Settings Settings amp NET Framework reliant components _ amp Run components not signed with Authenticode O Disable Enable Prompt amp Run components signed with Authenticode Disable Enable Prompt E ActiveX controls and plug ins Automatic prompting for ActiveX controls Disable E
5. Web Sites Properties 21x Web Site Performance ISAPI Filters Home Directory Documents Directory Security HTTP Headers Custom Errors Service ASP NET Isolation mode M HTTP compression I Compress application files I Compress static files 12 Select the Run WWW service in TIS 5 0 isolation mode checkbox 13 Click OK 14 If the isolation mode was not previously selected click Yes 15 Select START gt CONTROL PANEL gt ADMINISTRATIVE TOOLS gt INTERNET INFORMA TION SERVICES 16 Select Web Service Extensions 17 Ensure that ASP NET V2 0 50727 is set to Allowed 18 Select START gt CONTROL PANEL gt ADD OR REMOVE PROGRAMS 19 Ensure Microsoft NET Framework v2 0 and Microsoft J Redistributable Package v2 0 are installed 20 Select START gt MY COMPUTER gt MANAGE 21 Click Services and Applications 22 Ensure Microsoft Message Queueing is installed 78 RWD uPerform 3 0 Administration Installing the Vignette Software If you are using Microsoft SQL Server you must create a new blank database A before performing this procedure Refer to Creating a Blank Database for Microsoft SQL Server on page 23 for more information 1 Open Windows Explorer using the key command Windows E 2 Create a blank installation folder called RWDuPerform in the desired location 3 Locate the installation files on your computer 4 Double click 7 1 0 365 Collaboration MSWin e
6. Monitors s Enables 4 Provides 5 Provides T Enables ar Allows user Enables a Provides u Manages a Manages t Provides s Provides 0 Provides s Bs Volume Shadow Copy Manages a Enables Wi Manages a Provides n Provides im Adds modi Sse sshilin pack Status Started Started Started Started Started Started Started Startup Type Manual Manual Automatic Automatic Automatic Manual Disabled Manual Disabled Disabled Manual Manual Manual Automatic Manual Automatic Automatic Manual Disabled Automatic Disabled Disabled Manual Logoa Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Lepal nd af Extended A Standard 7 Select Stop the service 8 Ifyou were operating in a clustered environment open a command prompt and browse to Vignette Installation Location Collaboration and enter bin stoprmid bat re This step will allow you to delete the C Program Files RWD uPerform folder from the server without restarting the server Deleting the RWD uPerform Website 1 Select START gt CONTROL PANEL 2 Select Administrator Tools 3 Select Internet Information Services IIS Manager 4 Select the uPerform Collaboration website RWD uPerform 3 0 181 Uninstalling the Server G File
7. OK Cancel Apply Help 5 In the Authentication and access control area click Edit RWD uPerform 3 0 125 Configuring the Server Authentication Methods xi Ti Use the following Windows user account For anonymous access User name IUSR_UPEO40 Browse Password CETTTTTTTT M Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists JY Integrated Windows authentication J Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain Realm 6 Deselect the Enable anonymous access checkbox 7 Select the Integrated Windows authentication checkbox 8 Click OK 126 RWD uPerform 3 0 Administration 9 Click Apply uPerform Collaboration Properties 2 x Web Site Performance ISAPI Filters Home Directory Documents Directory Security HTTP Headers Custom Errors ASP NET Inheritance Overrides x The following child nodes also define the value of the AuthFlags property which overrides the value you have just set Please select from the list below those nodes which should use the new value Child Nodes Select All ucontent uPerformwS Cancel Help ok Cancel Apply He
8. Ensure that only the collaboration server is displayed in the listbox and that the amp access for this server is set to Granted 136 RWD uPerform 3 0 Administration 73 Click OK 74 On the Properties window select the Virtual Directory tab iks Properties 21x HTTP Headers Custom Errors ASP NET Virtual Directory Documents Directory Security The content for this resource should come From Oj i A share located on another computer A redirection to a URL Local path C RWD uPerform Collaboration bin Browse J Script source access IV Log visits IV Read JV Index this resource J Write IV Directory browsing Application settings Application name Default Application Create Starting point lt Global Indexer gt Configuration Execute permissions None x Application protection Medium Pooled Unload Cancel Apply Help 75 Ensure the Read and Directory browsing checkboxes are selected 76 Click OK 77 Select WINDOWS gt SETTINGS gt CONTROL PANEL gt ADMINISTRATIVE TOOLS gt SER VICES 78 Stop the Vignette Collaboration service 79 Stop the VignFileSystemFetch service 80 In Windows Explorer browse to the lt Installation Directory gt Collaboration Conf direc tory 81 To retain a copy of the jaas conf file rename the file to jaas conf bak RWD uPerform 3 0 137 Configuring the Server 82 Copy t
9. Started Started Started Started Started ted Started Started Started Startup T Manual Manual Automatic Automatic Automatic Manual Disabled Manual Disabled Disabled Manual Manual Manual Automatic Manual Automatic Automatic Manual Disabled Automatic Disabled Disabled Manual Ahasaia Logoa Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Local Lapal bal af Extended A Standard 4 Select Vignette Collaboration 5 Select Stop the service 6 Select VignFileSystemFetch 180 RWD uPerform 3 0 Administration i Services File Action View Help e HiShBl gt m n Sy Services Local 34 Services Local ignFileSystemFetch Name Smart Card Pause the service Restart the service SRy Task Scheduler Description i Autonomy FILESYSTEMFETCH Verson A Telephony 4 2 14 Build 66595 Sy Telnet By Terminal Services Bs Themes Sy Upload Manager Bs vignette Collabors Sy webclient Sy Windows Audio Sy Windows Installer y PE A OENE SRy TCP IP NetBIOS He Sy Terminal Services 5 Sy Uninterruptible Pow Sy Virtual Machine Add Bp virtual Machine Add SRy Windows Firewall I Sy Windows Image Ac Description Manages a Stop the service Bs Special Administrati Allows adm By system Event Notifi
10. Windows Admin Privilege License Agreement Select Install Set Select Install Folder Select Shortcut Folder IDOL server Host SS IDOL server Port Settings gt DISH Server Port Settings License Server Location we Executable and Servite 4 SMTP Server Details U4 DISH Litensekey File D3 Prenetallation Summary 6 Click Next Welcome InstallAnywhere will guide you through the installation of IDOLserver Itis strongly recommended that you quit all programs before continuing with this installation Click the Next button to proceed to the next screen If you want to change something on a previous screen click the Previous button You may cancel this installation at any time by clicking the Cancel button Previous RWD uPerform 3 0 59 Installing the Server YQ Autonomy IDOL server 5 0 5 Welcome D Windows Admin Privilege License Agreement Select Install Set Select Install Folder Select Shortcut Folder IDOL server Host I IDOL server Port Settings 5 DISH Server Port Settings License Server Location Executable and Service _ gt SMTP Server Details Uo DISH Licensekey File gt gt Pre lnstallation Summary 7 Click Next lel E3 Windows Admin Privilege Note Please ensure that this product is installed by a user with Administrator Privilege Failure to do so may result in incomplete installation 60 RWD uPerform 3 0 Administration
11. 21 154 170 installing application server 76 client 174 database 22 RWD uPerform server software 104 search server 58 L landscape server 10 LDAP importing users 144 server 143 log files server 223 maintenance tasks 223 227 Index N NTLM 125 O Oracle create blank collaboration database 42 create blank database 27 install 26 Oracle database deleting 189 overview client 172 customizing options 200 indexing 15 recycle bin 218 routine server maintenance 222 server installation 8 15 20 116 P post installation configuring 117 preview website customizations 212 properties server 122 R reboot server 222 recycle bin overview 218 restoring 219 restores 222 restoring from recycle bin 219 RWD uPerform uninstalling 183 RWD uPerform server software installing 104 RWD uPerform website uninstalling 181 S scheduling tasks 146 search configuring 99 search configuration testing 101 search server configuring 73 installing 58 search software uninstalling 192 server automated tasks 146 backup 222 configuration 8 20 116 installation 8 20 116 installation overview 15 landscape 10 log files 223 properties 122 reboot 222 upgrading 156 server configuration recommended 13 supported 13 server hardware and software confirming 14 server installation overview 8 20 116 server maintenance overview 222 server properties configuring 122 shutting down uPerform servers 224
12. Browse Multiplex Redo Logs and Control Files Ifyou want to specify different locations for any database files pick either of the above options and use the Storage page to specify each location File Location Variables Cancel Help Back J Finish 17 Select Use Database File Locations from Template 18 Click Next 34 RWD uPerform 3 0 Administration Database Configuration Assistant Step 8 of 12 Recovery Configuration Choose the recovery options for the database the default I avery operations lt 5 using Enterp Mar f le recommen jat the base a located on phy different disks for data protection and performance Flash Recovery Area Flash Re F Enable Archiving Edit Archive Mode Parameters File Location Variables Einish 19 Contact the database administrator to specify recovery options for the database 20 Click Next RWD uPerform 3 0 35 Installing the Server Database Configuration Assistant Step 9 of 12 Database Content Custom Scripts Sample Schemas illustrate the use of a layered approach to complexity and are used by some demonstration programs Installing this will give you the following schemas in your database Human Resources Order Entry Online Catalog Product Media Information Exchange Sales History It will also create a tablespace called EXAMPLE The tablespace will be about 130 MB S
13. SMTP settings configuring 122 123 124 SQL Server administrator login 24 blank database 23 install 22 SQL Server database deleting 188 SSO 125 implementing 125 starting uPerform servers 224 stopping Vignette 179 Vignette software 179 system maintenance 223 T tasks scheduling 146 testing application server 95 search configuration 101 Vignette installation 95 228 RWD uPerform 3 0 U uninstalling Autonomy 192 RWD uPerform 183 RWD uPerform website 181 search software 192 Vignette collaboration 184 uPerform applications 3 client hardware 173 software 173 overview 2 technical support 6 uPerform directory deleting 188 uPerform servers shutting down 224 starting 224 upgrade autonomy 157 upgrading server 156 user manual conventions 5 V Vignette stopping 179 vignette testing installation 95 Vignette collaboration uninstalling 184 Vignette software stopping 179 W website general configuration 213 previewing customizations 212 X XSL 209 XSL files customizing 209 229
14. The CSS files are stored on the uPerform application server in the WWW MySite Style folder Before making changes to CSS files you must create a custom folder For more information refer to Customizing the Delivered Website Folder on page 201 Guidance on Modifying Cascading Style Sheets uPerform includes three CSS files InfoPakContent css Controls the display of Info Pak content presented to the user O uPerformEndUser css Controls the display of website pages presented to the user O uPerformEndUserDocument css Controls styles on the uPerform document page You can modify these files to incorporate your corporate standards for example font and color scheme A complete tutorial on modifying cascading style sheets is beyond the scope of this e manual Several books and websites discuss this topic in detail In particular the World Wide Web Consortium W3C provides helpful information at http www w3 org Style CSS 202 RWD uPerform 3 0 Administration The following table provides general guidance on performing common customization tasks in the style sheets If You Want To Go To Modify Customize the logo and The titleBar section of the titleBar to set the dimensions other elements in the top CSS file background color and image banner URL for the banner titleBarLogo to set the logo dimensions and URL titleBarNav to set the remaining banner image and dimension options
15. gt DATABASE CONFIGURATION ASSISTANT Database Configuration Assistant Welcome Welcome to Database Configuration Assistant for Oracle database The Database Configuration Assistant enables you to create a database configure database options in an existing database delete a database and manage database templates Cancel Help lt Back 2 Click Next 42 RWD uPerform 3 0 Administration Database Configuration Assistant Step 1 of 12 Operations Select the operation that you want to perform Create a Database C Configure Database Options Delete a Database C Manage Templates C Configure Automatic Storage Management Cancel Help Back 3 Select Create a Database 4 Click Next RWD uPerform 3 0 43 Installing the Server Database Configuration Assistant Step 2 of 12 Database Templates Select a template from the following list to create a database Select Template Includes Datafiles Custom Database Data Warehouse General Purpose Transaction Processing uPerform Show Details Cancel Help lt Back Next C A E 5 Select General Purpose 6 Click Next 44 RWD uPerform 3 0 Administration F lt Database Configuration Assistant Step 3 of 12 Database Identification An Oracle database is uniquely identified by a Global Database Name typically of the form
16. imported from LDAP directory Enter the Organization Unit OU where the uPerform server will begin to search for users to import Example OU COLLABORATION USERS OU uPerform OU DEV4000 DC dev4000 DC RWDTECH DC com Filter string for users search from LDAP directory The Directory Server contains many kinds of data To instruct the LDAP Query Search to only return users specify one of the following search query types amp objectClass user samaccounttype 8053063 68 objectCategory person cn OR objectClass user LDAP group membership attribute ID that identifies group members of LDAP user group Enter LDAP_Imported_Users 144 RWD uPerform 3 0 Administration Field Description Security Connection Select the Simple radio button User DN Specify a user that has administrative rights on the Directory Server and specify the domain In the following example the user is Admin Example Admin Client MyCompany com Password Enter the password of the User DN account Mapping of uPerform Fields Specify the properties from the Directory Server that you want to map to the user account in uPerform User ID samaccountname Email Address mail First Name fname 5 To clear fields not mapped to LDAP fields select the Upon synchronization clear Col laboration fields that are not mapped to LDAP fields 6 Perform one of the following options
17. worker 0_15 Cworker 0_1 worker 0_1 worker 0_1 worker 0_1 worker 0_1 worker ay worker 0_1 worker 0_1 Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor starting background thread Ajpl3Pracessor starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread A pl3Processor Starting background thread Ajpl3Pracessor Starting background thread Ajpl3Processor Starting background thread Ajpl3Pracessor Starting background thread Ajpl3Processor star background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Ajpl3Processor Starting background thread Cache_Reaper_1 ORM Cache Reaper checking for work CBackgroundjJobHandler_1 Handling scheduled job of type schedule hour lyuURLMonitor ing CBackgroundjJobHandler_1 Enumerate all webDocuments C cach _Reaper_1 oRM Cache Reaper checking for work cache_Reaper_1 ORM Cache Reaper checking for work C cache_Reaper_1 ORM Cache Reaper checking for work jo x Eile Edit View Favorites
18. 201 Customizing Image Files To replace a delivered image file with a custom image for example your company logo perform the following steps 1 To retain a copy of the original delivered image file rename the file for example add a old extension to the filename 2 Navigate to the location of your custom image file 3 Copy the file 4 Paste the file into the WWW custom website folder Images folder 5 Rename the file using the name of the original image file in the custom folder RWD uPerform 3 0 211 Customizing Options Within uPerform Previewing the Website Customizations After customizing the website you should preview your changes prior to activating the changes in your production environment To preview the website changes append the following to the uPerform website URL mode EU_ lt MySiteSkin gt For example http www AcmeSalesTraining com gm mode EU_ MySiteSkin ren If you use browser caching you may need to clear your browser cache in order to view changes made to the website To activate your customizations in your production website refer to Using General Configuration Settings on page 213 212 RWD uPerform 3 0 Administration Using General Configuration Settings General configuration settings allow you to specify the website display to present to your end users default or custom enable content filtering and specify to open files inline 1 Click
19. 3 0 Administration Database Configuration Assistant Step 7 of 12 Database File Locations Specify locations for the Database files to be created Use Database File Locations from Template C Use Common Location for All Database Files Database Files Location Browse C Use Oracle Managed Files Database Area Multiplex Redo Logs and Control Files D Ifyou want to specify different locations for any database files pick either of the above options and use the Storage page to specify each location File Location Variables Cancel Help Back Finish 17 Select Use Database File Locations from Template 18 Click Next RWD uPerform 3 0 49 Installing the Server Database Configuration Assistant Step 8 of 12 Recovery Configuration Choose the recovery options for the database automatic backup u es be located on phy recovery Flash Recove Flash Re F Enable Archiving Edit Archive Mode Parameters File Location Variables Cancel Help g Back Finish 19 Contact the database administrator to specify recovery options for the database 20 Click Next 50 RWD uPerform 3 0 Administration Database Configuration Assistant Step 9 of 12 Database Content Custom Scripts Sample Schemas illustrate the use of a layered approach to complexity and are used by some demo
20. Article at http msdn2 microsoft com en us library ms345124 aspx 5 Start the Vignette Collaboration service en The VignFileSystemFetch service will start automatically 6 Verify that the service is running by accessing your server through the web interface RWD uPerform 3 0 121 Configuring the Server Configure Properties and Settings from the Server Workspace From the server workspace you can configure or change several properties and settings Configuring Server Properties 1 2 5 Click Administration on the left menu Click Server Administration in the Administration area Click Server Properties in the Server Administration area As necessary edit the following options Field Description Static Properties Make changes to an individual uPerform server These changes require a restart Click Apply to make changes and go to Step 5 Dynamic Properties Make changes to an individual uPerform server These changes do not require a restart Click Apply to make changes and go to Step 5 Search For and Display Properties Enter a name in the Property Name field and click Search Server Utilities Displays server utilities Click OK Configuring SMTP Settings 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click SMTP Settings in the Server Administration area 122
21. Database Creators xl Description j perform any activity in the SOL Server installation Properties Cancel Help 7 Ensure the System Administrators checkbox is selected 8 Click OK Installing Oracle The documentation provided with the Oracle 10g Enterprise Server provides instructions on installing the Oracle Server Additional information regarding modifications for Vignette can be found in the uPerform Technical Specifications and Release Notes The Technical Specifications and Release Notes can be found on the RWD uPerform and SAP knowledgebase websites Refer to the following for detailed installation instructions O Installing Oracle 10g Enterprise http www oracle com pls db102 homepage O Installing Oracle Data Access Components ODAC for Windows Release 2 http www oracle com technology software tech windows odpnet index html 26 RWD uPerform 3 0 Administration Creating a Blank Glossary Database for Oracle 1 Select START gt ORACLE ORADB10G_HOME1 gt CONFIGURATION AND MIGRATION TOOLS gt DATABASE CONFIGURATION ASSISTANT Database Configuration Assistant Welcome Welcome to Database Configuration Assistant for Oracle database The Database Configuration Assistant enables you to create a database configure database options in an existing database delete a database and manage database templates Cancel
22. Details m General Purpose Use this database template to create a pre configured database optimized for general purpose usage Common Options Oracle JVM true Oracle Data Mining true Oracle Text true Oracle XML DB true Oracle Intermedia true Oracle OLAP true Oracle Spatial true Oracle Ultra Search false Oracle Label Security false j To Save as an HTML file Cancel Help 31 Click OK Database Configuration Assistant Database creation complete Check the logfiles at D oracle product1 0 2 0 db_1 cfgtoollogsidbcattestgloss for details Database Information Global Database Name testgloss System Identifier SID testgloss Server Parameter Filename D oracle product 1 0 2 0 db_1 dbs spfiletestgloss ora The Database Control URL is httpvfoUPE017 dev4000 rwdtech com 5506 em Note All database accounts except SYS SYSTEM DBSNMP and SYSMAN are locked Select the Password Management button to view a complete list of locked accounts or to manage the database accounts except DBSNMP and SYSMAN From the Password Management window unlock only the accounts you will use Oracle Corporation strongly recommends changing the default passwords immediately after unlocking the account Password Management 32 Click Exit RWD uPerform 3 0 41 Installing the Server Creating a Blank Collaboration Database for Oracle 1 Select START gt ORACLE ORADB10G_HOME1 gt CONFIGURATION AND MIGRATION TOOLS
23. Folder Select a Folder where the application will be installed wy Perf orm exe The Wise Installation Wizard will install the files For RWD uPerform Server in the Following folder Since this installation integrates into the collaboration server install modification of the installation directory is not possible You can choose not to install RWD uPerform Server by clicking Cancel to exit Ha Folder Cancel 7 Click Next RWD uPerform 3 0 159 Upgrading an Existing uPerform Server ie RWD uPerform Server Setup iol x Glossary Database Options _ Select the Glossary database type and action to be taken during wy Perf orm installation a Select the type of database Microsoft SQL C Oracle 10g Select the database action C Create new Glossary database C Connect to existing Glossary database lt Back Next gt Cancel 8 Perform one of the following options If You Want To Then Upgrade a Microsoft SQL database Select Microsoft SQL and go to Step 9 Upgrade an Oracle database Select Oracle 10g and go to Step 16 9 Select Upgrade existing Glossary database 10 Click Next 160 RWD uPerform 3 0 Administration ie RWD uPerform Server Setup 15 x SQL Server Connection Select the SQL server and security credentials to be used for SQL script t execution during installation Perform SQL Server Name Browse Da
24. RWD uPerform 3 0 Administration 4 As required modify the following fields Outbound SMTP Relay Server Outbound SMTP Send Interval and Incoming SMTP Connection Port 5 Click OK Configuring Global Settings 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click Global Settings in the Server Administration area 4 As required edit the Client Name or Product Key 5 Enter the Results Per Page for the search pagination 6 Click Update Recreating the Search Database A Only perform this action following a new installation or upgrade of RWD uPerform 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click Global Settings in the Server Administration area 4 Click Recreate Search Database g This process may take several minutes RWD uPerform 3 0 123 Configuring the Server Configuring Locale Settings ro If you are planning to support multiple languages you must configure these settings 1 Click Administration on the left menu 2 Click Server Administration in the Administration area 3 Click Locale Settings in the Server Administration area 4 Choose from the following options If You Want To Then Enable locales Select a locale from the Available Locales list Click the left arrow Disable locales Select a locale from the Enable Locales list Click th
25. RWD uPerform 3 0 133 Configuring the Server 56 Select the Home Directory tab uPerform Collaboration Properties xi Directory Security HTTP Headers Custom Errors ASP NET Web site Performance ISAPI Fiters Home Directory Documents The content for this resource should come From A directory located on this computer A share located on another computer A redirection to a URL Local path Browse J Script source access B IV Read J Index this resource T Write IV Directory browsing Application settings Application name Default Application Remove Starting point lt uPerform Collaboration Configuration bo Execute permissions Scripts only Application protection Medium Pooled X Unload Cancel Apply Help 57 Ensure the Read and Directory browsing checkboxes are selected 58 Click OK 59 In IIS right click on the new Global Indexer website and select NEW gt VIRTUAL DIREC TORY 60 Click Next 134 RWD uPerform 3 0 Administration Virtual Directory Creation Wizard Virtual Directory Alias Specify a short name or alias for this virtual directory Type the alias you want to use to gain access to this Web virtual directory Use the same naming conventions that you would for naming a directory Alias lt Back Cancel 61 Enter iks in the Alias field 62 Click Next 63 In the Path field
26. To Then Continue installing uPerform on an Go to Step 16 SQL server Continue installing uPerform on an Go to Step 18 Oracle server ie RWD uPerform Server Setup mm xi Collaboration Double Byte Fix The Following information is required for the vignette Collaboration tev p f KB9241 Fix described below ernorm For Collaboration 7 1 running on Microsoft SQL Server 2000 2005 long multibyte names over 72 characters and descriptions fover 1000 characters will become corrupt over time Collaboration Server information Database Server PBServer Database Name PBName Database User Id Collabuiser Database User Password a O SQL Database Type C SQL Server 2000 SQL Serer 2005 3 00 0 9 lt Back Cancel 16 Complete the following fields Field Description Database Server Enter the SQL Server host name Database Name Enter the name you assigned to the database Database User ID Enter the SQL administrator user name Database Password Enter the SQL administrator password SQL Database Type Select the SQL Server RWD uPerform 3 0 111 Installing the Server READ _ COMMITTED SNAPSHOT command If the check fails or is set incorrectly you must run the command after the installation is complete For more information Turning On the READ COMMITTED_SNAPSHOT Command on page 120 If you are using SQL Server 2005 the install process runs a check for the 17
27. Tools Help ay QO Back O x E A seah s Favorite S 3 G VIGNETTE COLLABORATION Vignette is the leading provider of enterprise solutions that power complex business processes manage content lifecycles and enhance internal and external collaboration These solutions blend collaboration and knowledge management capabilities and integrate tightly with email portals instant messaging and line of business applications creating a comprehensive environment where teams get their work done faster and with higher quality To get an account or technical assistance please contact your Vignette Collaboration administrator Address _http lt CollabServerhlame gt 8080 Overview html e Eco tinks a Trusted sites Do not log into Vignette 14 Close the browser window olx 98 RWD uPerform 3 0 Administration Configure and Test Search Functionality Configuring Search Functionality 1 Select START gt CONTROL PANEL 2 Select Administrative Tools 3 Select Services 4 Right click and select Stop to stop the Vignette Collaboration service 5 Right click and select Stop to stop the VignFileSystemFetch the Indexer service 6 Right click and select Stop to stop the AutonomyDISH service 7 Right click and select Stop to stop the AutonomyIDOLserver service 8 Copy the AutonomyIDOLServer cfg file from the search server folder lt uPerform Loc
28. Web site to help administrators identify it Type a description of the Web site Description Global Indexed lt Back Cancel 45 Enter Global Indexer in the Description field 46 Click Next Web Site Creation Wizard xi IP Address and Port Settings Specify an IP address port setting and host header for the new Web site Enter the IP address to use for this Web site All Unassigned fa ICP port this Web site should use Default 80 81 Host header for this Web site Default None For more information read the IIS product documentation lt Back Cancel 132 RWD uPerform 3 0 Administration 47 Ensure All Unassigned is displayed in the Enter the IP address to use for this Web site field If port 80 is already used by another website enter an available port number in the TCP port field 48 Click Next Web Site Creation Wizard xi Web Site Home Directory The home directory is the root of your Web content subdirectories Enter the path to your home directory Path I Browse IV Allow anonymous access to this Web site cma 49 In the Path field enter the path to the COLLAB_ROOT WWW directory 50 Select the Allow anonymous access to this Web site checkbox 51 Click Next 52 Enable the Read and Browse areas 53 Click Next 54 Click Finish 55 Right click on the new Global Indexer website and select Properties
29. contact RWD Support Set Administrator Email The installation process requires an initial administrator user to be configured These settings can be changed later Specify the administrators e mail This address cannot be on the same machine name as the uPerform server RWD 607703 E Mail Address I Specify the time zone in which date time fields should be displayed Time Zone US Eastern h Seve Importing Required System Objects Pending Upgrading Optional Components Pending Configuring Required System Objects Pending Import Website Configuration Defaults Pending System Configuration Pending f Elboe CE p Mianta 4 Enter an email address for the administrator 5 Select a time zone from the Time Zone drop down list 6 Click Save Automated tasks will now run to complete the uPerform installation Allow these processes to complete before continuing 118 RWD uPerform 3 0 Administration Ele Edt View Favorites Tools Help a Q d J Perform The following steps are required for installation to be complete For troubleshooting and assistance please contact RWD Support Set Administrator Email V Done Importing Required System Objects V Done Upgrading Optional Components Y Done Configuring Required System Objects v Done Import Website Configuration Defaults V Done System Configuration Product Key Information Client Name OOOO Product
30. context xsl Controls the display of bread crumb text and is not available in the website skin discussion xsl Controls the display of the Website Discussion page document xsl Controls the display of the content cover page editmyalerts xsl Controls the display of the Edit My Alerts page editmyfavorites xsl Controls the display of the Edit my Favorites page editsubscription xsl Controls the display of the Subscribe page for documents folders and discussions editmysubscriptions xsl Controls the display of the Edit My Subscriptions page folder xsl Controls the display of the project title page and Areas folders form xsl Controls the display of the Edit My Account Page and the Add New Message and Request Account pages RWD uPerform 3 0 209 Customizing Options Within uPerform m O O QO O OF OO OF QO g glossary xsl Controls the display of the glossary page header xsl Controls the display of the website header This is a global modification and is not available in the website skin help xsl Controls the display of the help page helpdesk xsl Controls the display of the help desk page home xsl Controls the display of the home page imports xsl Imports common transforms on all pages and is not available in the website skin nav xsl Controls the display of the navigation toolbar and is not available in the website skin ob
31. display to the end A user must have an xsl file specified RWD uPerform 3 0 207 Customizing Options Within uPerform 9 Click Save 10 Perform one of the following actions If You Want To Then Preview the website customizations For more information refer to Using XSL Transformations on page 209 Specify the website folder to activate For more information refer to Using General your customizations on the production Configuration Settings on page 213 website 208 RWD uPerform 3 0 Administration Using XSL Transformations An Extensible Stylesheet Language XSL file allows you to control the layout of rendered XML pages uPerform uses XSL files to control the display of the website The XSL files are stored on the uPerform application server in the WWW MySite Transform folder Before making changes to XSL files you must create a custom folder For more information refer to Customizing the Delivered Website Folder on page 201 Guidance on XSL Transformations The WWW MySite Transform folder contains the following XSL files Oo Oo OF OF QO Oo O OF A QO about xsl Controls the display of the About page account xsl Controls the display of the My Account page adddiscussion xsl Controls the form for end users to become a discussion recipient confirmation Controls the Request Account confirmation page
32. enter the path to the lt Installation Directory gt Collaboration bin direc tory 64 Click Next 65 Enable the Read and Browse areas 66 Click Next 67 Click Finish 68 In the Web Sites folder right click on the new iks website and select Properties 69 Select the Directory Security tab RWD uPerform 3 0 135 Configuring the Server iks Properties 21 xi HTTP Headers Custom Errors ASP NET Virtual Directory Documents Directory Security M Authentication and access control Enable anonymous access and edit the 4 authentication methods for this resource MIP address and domain name restrictions A Grant or deny access to this resource using IP addresses or Internet domain names Edit M Secure communications Require secure communications and 9 enable client certificates when this resource is accessed Server Certificate View Certificate OK Cancel Apply Help 70 In the ZP address and domain name restrictions section click Edit IP Address and Domain Name Restrictions xi MIP address access restrictions By default all computers will be E Granted access Except the Following Denied access Ed Granted lt uPerhoemServerlP or Bostnarme gt cai ae 71 Select the Denied access radio button 72 Click Add and enter the IP address and DNS name of the collaboration server
33. ev Started Automatic Local System ShyFile Replication Allows files Manual Local System SyHelp and Support Enables He Started Automatic Local System SByHTTP SSL This servic Started Manual Local System By Human Interface D Enables ge Disabled Local System Sys Admin Service Enables thi Started Automatic Local System Sa IMAPI CD Burnina Manages C Disabled Local System Extended A Standard 7 3 Select Services RWD uPerform 3 0 179 Uninstalling the Server Eile Action View Help e menR e si Sy Services Local 4 Services Local ignette Collaboration Stop the service Restart the service Name Description Smart Card Manages 4 Sy Special Administrati Allows adm By system Event Notifi Monitors S Sy Task Scheduler Enables a Sy TCP IP NetBIOS He Provides s By Telephony Provides T Bo Telnet Enables ar Sa Terminal Services Allows user Sa Terminal Services 5 Enablesa By Themes Provides u Uninterruptible Pow Manages a Bs Upload Manager Manages t 4 n Hy VignFileSystemFetch Autonomy Bs Virtual Disk Service Provides 5 Bs virtual Machine Add Provides o Sy virtual Machine Add Provides s Sy volume Shadow Copy Manages a By WebClient Enables Wi Bs Windows Audio Manages a Bs windows Firewall I Provides n Sy Windows Image Ac Provides im Sa Windows Installer Adds modi Status
34. installing and using the uPerform client refer to the companion manual Creating Content with RWD uPerform 172 RWD uPerform 3 0 Administration Confirming the Required Client Hardware and Software To install and operate the RWD uPerform client your environment must meet minimum hardware and software specifications A complete set of hardware and software requirements for both the uPerform client and server can be found in the RWD uPerform Technical Specifications available on the RWD and SAP knowledgebase websites RWD uPerform 3 0 173 Client Overview Installing the Client Installing the uPerform Client Software For detailed instructions on configuring the uPerform client installation and installing the client software refer to Chapter 2 Getting Started Creating Content in the companion manual Creating Content with RWD uPerform Overview of Folders Installed on Client During client installation the following folder structure is created on the computer at C Program Files RWD uPerform Client RWD uPerform amp dient appdata configuration B data fiash_resource simulation fonts O skins stencils a O bin a data E O course E course_resource fonts spellcheck H G xml docs O express E standard upgrade Upon client application launch a similar folder structure is created in O Windows XP C Documents and Settings
35. is running by referring to Testing the Search Functionality Configuration on page 101 After ensuring the search server is running refer to Starting Up the uPerform Environment on page 224 Backups A regularly scheduled backup of all servers in the uPerform landscape is strongly suggested In addition you should also perform the following on a regularly scheduled interval O Collaboration and Glossary database backups using the storage application recommended by your IT department uPerformLocation Collaboration W WW uContent folder backup using conventional file backup applications and procedures 222 RWD uPerform 3 0 Administration System Maintenance Tasks On a periodic basis perform the following routine tasks on the uPerform servers Oo Oo o o Periodically reboot the uPerform application server Defragment the server disk drives to improve daily performance Periodically change the administrator password on all uPerform servers Review the following log files for errors Microsoft Windows Event Viewer on all servers C Program Files RWD uPerform Collaboration log CollabConsole txt on the application server logs all uPerform activity including errors C Program Files RWD uPerform W W W uPerformWS ServerErrors xml on the application server logs Glossary activities Periodically install Microsoft Windows hotfixes and patches Execute Windows Updates manually on the database server a
36. name domain Global DatabaseName Collab A database is referenced hy at least one Oracle instance which is Uniquely identified from any other instance on this computer by an Oracle System Identifier SID SID Collab Cancel Hap gack Net gt 7 Enter a global database name in the Global Database Name field re The database name cannot exceed eight characters or begin with special characters 8 Click Next RWD uPerform 3 0 45 Installing the Server Database Configuration Assistant Step 4 of 12 Management Options Each Oracle database may be managed centrally using the Oracle Enterprise Manager Grid Control or locally using the Oracle Enterprise Manager Database Control Choose the management option that you would like to use to manage this database MV Configure the Database with Enterprise Manager Use Grid Control for Database Management Management Service No Agents Found Use Database Control for Database Management l Enable Email Notifications GuiaoingMail sMTP Sewer S S S S Email Address CSSS E l Enable Daily Backup Backup Start Time PIH PoE amc pm 05 Username Password a Cancel Help O 9 Select Configure the Database with Enterprise Manager 10 Click Next 46 RWD uPerform 3 0 Administration Database Configuration Assistant Step 5 of 12 Database Credentials For security reasons you must sp
37. the template to the new project Create a document using the template and check in the new document to the project Ensure that there is at least one term ina field definition table Creating Content with RWD uPerform and Managing Content with RWD uPerform Creating Content with RWD uPerform Does the document check in successfully Managing Content with RWD uPerform Add a definition for the term included in the document View the Globalize Queue Was the document added to the queue Creating Content with RWD uPerform Managing Content with RWD uPerform Select Globalize Now to globalize the document Managing Content with RWD uPerform View the Globalization history View the document Was the new definition inserted into the document Managing Content with RWD uPerform Creating Content with RWD uPerform Add the document to the Publishing Queue Managing Content with RWD uPerform View the publishing queue and select Publish Now View the publish history Did the document publish successfully Managing Content with RWD uPerform Managing Content with RWD uPerform RWD uPerform 3 0 Chapter 5 Upgrading an Existing uPerform Server You can upgrade an existing RWD uPerform server to a newer version 155 Upgrading an Existing uPerform Server Introduction to Upgrading an Existing uPerform Server If you are upgrading to version 3 0 us
38. titleBarNav searchGo to style the Search Go button titleBarNav P1 to style the Search text input box Change the background The body tag and body tag to specify font color color in the content area contentWrapper style in and background the end user CSS file contentWrapper to specify height and background Modify the colors used The navBar and navBar to specify the overall in the left navigation bar navBarToggle sections inthe display of the left navigation bar CSS file and to set the font size and font color on header tags within the navigation bar commandbarToggleBtnShow and commandbarToggleBtnHide to modify the toggle button itself and the width of the navigation bar Styles that include Links in the name control the display of buttons including the color and graphic RWD uPerform 3 0 203 Customizing Options Within uPerform Working with Website Skins Website skins allow you to customize the display of your end user website You create a skin by specifying styles and xsl files from a custom WWW MySite folder You can choose as many or as few xsl files as you want to display on the end user view However each page that will display to the end user must have an xsl file specified In addition you can use an existing skin as a template for creating a new skin Creating a Website Skin 1 Click Administration 2 Click End User Website Configuration 3
39. 7 Enter the Oracle administrator user name and password to enable upgrade of the existing Glossary database ei You must have administrative rights to specify a user name and password 18 Enter the name of the existing Glossary database in the Glossary Database Name ser vice name field 19 Enter the Oracle database port number in the Port field 20 Click Next 162 RWD uPerform 3 0 Administration iz RWD uPerform Server Setup Collaboration Server Data ran rane RWD The following information is used to configure RWD uPerform Server uP e f orm 21 Click Next RWD uPerform 3 0 163 Upgrading an Existing uPerform Server iz RWD uPerform Server Setup Ready to Install the Application Click Next to begin installation RSE edom 22 Click Next 164 RWD uPerform 3 0 Administration iz RWD uPerform Server Setup Of Ea in Perform RWD uPerform Server has been successfully installed Click the Finish button to exit this installation Cancel 23 When the upgrade is completed click Finish 24 In Internet Explorer enter the uPerform server URL in the format http lt Collaboration ServerName gt and login to the server as the Admin user to confirm a successful upgrade If you are using a port other than the default port 80 for IIS you must enter the uPerform server URL in the format http lt CollaborationServerName gt lt IIS
40. Action View Window Help e Am xen 2a m u Ga Internet Information Services 4550TEST1 YM1 local com C Program Files RWD uPerform JKC E Web Sites C Program Files RWD uPerform Coll 2 C Program Files RWD uPerform Coll C Program Files RWD uPerform Coll IntraspectHelp LJ RWD script J style J TEST J ucontent da DK_context html da DK _definitions html da DK_error html a da DK_generic_reports html da DK_glossary html da DK_glossary_config html da DK_glossary_disabled html da DK_new_term html 5 Click B to stop the service 6 Select ACTION gt DELETE to delete the website 182 RWD uPerform 3 0 Administration Internet Information Services IIS Manager io xi Eg Fie Action View window Help e x o Explore e a gt a i Open Permissions Browse C Program Files RWD uPerform JKC C Program Files RWD uPerform Coll Start C Program Files RWD uPerform Coll Stop P C Program Files RWD uPerform Coll Pause New All Tasks New Window from Here Delete Rename Refresh E EG Export List a DK_definitions html a DK_error html Properties a DK_generic_reports html a DK_glossary html a DK_glossary_config html da DK_glossary_disabled html da DK_new_term html Deletes the current selection Help
41. Administration on the left menu of the server workspace 2 Click End User Website Configuration in the Administration area 3 Click General Configuration in the End User Website Configuration area amp General Configuration Website Folder RWD uPerform Skin 01 v Display these file types in line ltt html htm doc xls ppt gif jpg jpec Enable content filtering A Save R nce fd Save amp 9 Cancel 4 Complete the following fields Field Description Website Folder Select the website skin to be used Display these file types in Enter the file extension s for the file type s you line want to display on the end user website in an inline frame File types not listed will open in a new window Separate multiple file types with a comma Do not include a period before the file A extension Enable content filtering Select this option to enable content filtering on the end user website 5 Click Save RWD uPerform 3 0 213 Customizing Options Within uPerform Working with Phrases 1 Click Administration on the left menu of the server workspace 2 Click End User Website Configuration in the Administration area 3 Click Translations in the End User Website Configuration area Translations Current Page _ Current Language About Page English United States en_US Display 4 Select the page containing the phrase to be modified from the Current Page drop down lis
42. By Cryptographic Serv Sa DCOM Server Proc SA DHCP Client Sy Distributed File Sys Sy Distributed Link Tra Sy Distributed Link Tra Sy Distributed Transac Sy DNS Client Sy Error Reporting Ser SByEvent Log Borie Replication SByHelp and Support SRaHTTP SSL By Human Interface D Sas Admin Service Sa IMAPI CD Burnina Microsoft Notifies sel Process ap Provides s Processes i Provides s Enables ti Autonomy Transfers f Enables Cli Supports 5 Manages t Maintains a Provides th Provides la Registers a Integrates Enables cli Enables th Coordinate Resolves a Collects st Enables ev Allows files Enables He This servic Enables ge Enables thi Manages C Started Started Started Started Started Started Started Started Started Started Started Started Started Started Started Started Started Manual Local Disabled Local Automatic Local Manual Local Manual Local Manual Netw Automatic Local Au c Automatic Local Manual Local Disabled Local Automatic Local Manual Local Automatic Local Automatic Local Automatic Local Automatic Netw Manual Local Automatic Local Disabled Local Automatic Netw Automatic Netw Automatic Local Automatic Local Manual Local Automatic Local Manual Local Disabled Local Automatic Local Disabled Lo
43. Click Manage Website Skins under End User Website Configuration Perform Actions New Website Skin Manage Website Skins This folder contains all Website Skins registered on this server Areas My Account nwo uPerform Skin 01 Administration This Skin is provided by RWD Glossary Workflow Reports Help About 204 RWD uPerform 3 0 Administration 4 Click New Website Skin Ocreate a New Website Skin Please select the skin you would like to use as a template Select None to start vith a blank skin None v Next Cancel 5 Perform one of the following options If You Want To Then Create a blank website skin Select None from the drop down list Select an existing website skin to use as a template Select a skin from the drop down list 6 Click Next RWD uPerform 3 0 205 Customizing Options Within uPerform Perform Dereate a New Website Skin General Configuration Description Website Folder Document Properties Style Sheet Document Page Style Sheet 7 Under General Configuration edit the following fields Field Description Name Title of the website skin Description Description of the website skin Website Folder Folder name for your custom site Example MySite Document Properties Which properties of the document are prov
44. Click OK on the confirmation prompt ie RWD uPerform Server Setup lel Es Ready to Install the Application a Click Next to begin installation wy Perform Click the Back button to reenter the installation information or click Cancel to exit the wizard 18 Click Next ro This process may take several minutes 112 RWD uPerform 3 0 Administration ie RWD uPerform Server Setup Bm x UPET RWD uPerform Server has been successfully installed Click the Finish button to exit this installation Gancel 19 When the installation is completed click Finish For details on performing required post installation configuration tasks refer to For details on performing required post installation configuration tasks on page 113 RWD uPerform 3 0 113 Installing the Server 114 RWD uPerform 3 0 Chapter 4 Configuring the Server Configuration options for the RWD uPerform server include processes such as Single Sign On SSO importing users and scheduling automated tasks 115 Configuring the Server Introduction to Configuring the Server From the server workspace you can modify several configuration parameters after installation You can also import user accounts via Lightweight Directory Access Protocol LDAP In addition you can create tasks on the application server to automate glossary publishing synchronization and migration content verification p
45. Collaboration Op x is VIGNETTE COLLABORATION INSTALLER Has the Vignette Collaboration Search Server Autonomy IDOL been pre installed Yes C No lt Back J Cancel 30 Select Yes 31 Click Next RWD uPerform 3 0 91 Installing the Server amp Vignette Collaboration Be es pa VIGNETTE INSTALLER V AT Please confirm the settings used bythe Search Server Search Server Host 4550Test rwdtech com Search Server ACI Port e000 s no a Verify that this port matches the port specified during the search server installation 32 Complete the following fields Field Description Search Server Host Enter the DNS name This is a required field Examples 4550Test1 rwdtech com OR demo rwduperform com Search Server ACI Port This is a required field The default is 9000 33 Click Next 92 RWD uPerform 3 0 Administration amp Vignette Collaboration Bim ky i VIGNETTE INSTALLER LV E NS Please confirm the settings used by the Search Server and Index Server FileSystem Fetch Index Server Fetch Port fooo i t SC Index Server Service Port hon oo Search Server Database lacom sits Index Server Service Name vignFilesystemFeth coe O j cares 34 Review the following fields Field Description Index Server Fetch Port This is an optional field The default is 7000 Index Server Service Port This is an o
46. DOLServer cfg vbes file from the application server folder lt uPerform Location gt Collaboration to the search server folder lt uPerform Loca tion gt Autonomy IDOLserver IDOL 19 In the Autonomy folder rename the current file AutonomyIDOLServer cfg to Autono myIDOLServer cfg default A 20 In the Autonomy folder rename the generated file to AutonomyIDOLServer cfg The filename is case sensitive 21 Copy vbes_email_xml_pass_through xss from the application server folder uPerform Location Collaboration conf to the search server folder lt uPerform Location Auton omy IDOLserver IDOL templates 100 RWD uPerform 3 0 Administration Testing 1 2 7 the Search Functionality Configuration Select START gt CONTROL PANEL Select Administrative Tools Select Computer Management In the left pane expand Services and Applications Select Services On the search server start the AutonomyDISH service This will in turn start the AutonomyIDOLServer service This process may take several minutes Open http lt searchservername gt 9000 action GetStatus and verify that the XML does not contain any errors On the application server start the Vignette Collaboration service Enter http lt CollabServerName gt 8080 in a web browser RWD uPerform 3 0 101 Installing the Server Ele Edit view Favorites Tools Help Ae Back E x 2 A Seach se Favorites B
47. E Address http lt CollabServerName gt 8080 Overview html JE B Go e g VIGNETTE COLLABORATION Vignette is the leading provider of enterprise solutions that power complex business processes manage content lifecycles and enhance internal and external collaboration These solutions blend collaboration and knowledge management capabilities and integrate tightly with email portals instant messaging and line of business applications creating a comprehensive environment where teams get their work done faster and with higher quality To get an account or technical assistance please contact your Vignette Collaboration administrator q Do not log into Vignette 10 Close the browser window Upgrading the Autonomy IDOL Server Upgrading the Autonomy IDOL server helps to ensure you are running the most i current files in conjunction with Vignette Collaboration 1 In the patch directory locate the file content_ filename _ version number exe 2 Copy the content_ filename _ version number exe file 3 Paste the file in search server root DOLserver IDOL content 4 InIIS stop the AutonomyDISH and AutonomyIDOLServer services 5 Go to search server root IDOLserver IDOL content 102 RWD uPerform 3 0 Administration 6 Rename the content exe file to content_backup exe 7 Rename content_ filename _ version number exe to content exe 8 In IIS start the AutonomyDISH service Th
48. ERVER gt ENTERPRISE MANAGER 2 Navigate to CONSOLE ROOT gt MICROSOFT SQL SERVERS gt SQL SERVER GROUP gt LOCAL WINDOWS NT gt DATABASES iti SQL Server Enterprise Manager File Action View Tools Window Help e Am In AV RG fi Console Root Microsoft SQL Servers SQL Server Group local Windows NT Databases E Console Root E E Microsoft SQL Servers 4 SQL Server Group S local windows NT Databases H E master Databases 6 Items U UW U U wu master model msdb Northwind pubs Ly model E E msdb E Northwind m f pubs E tempdb E Data Transformation Ser H Management H Replication H Security E Support Services H E Meta Data Services tempdb 3 Right click on Databases 4 Select New Database RWD uPerform 3 0 23 Installing the Server Database Properties 19March2006TahoeBuild21 x General Data Files Transaction Log El Name uPerformServer Database Status Unknown Owner Unknown Date created Unknown Size Unknown Space available Unknown Number of users Unknown Backup Last database backup None Last transaction log backup None Maintenance Maintenance plan None Collation name SaL_Latint_Genea cP cas Cancel Help 5 Enter a name for the database 6 Inthe maintenance section ensure the collation name is set to SQL_Latin1_General_CP1_CL_AS 7 Click OK Creating a Syste
49. Help 2 Click Next RWD uPerform 3 0 27 Installing the Server F Database Configuration Assistant Step 1 of 12 Operations Select the operation that you want to perform Create a Database C Configure Database Options Delete a Database C Manage Templates C Configure Automatic Storage Management Cancel J Help 2 s Back 3 Select Create a Database 4 Click Next 28 RWD uPerform 3 0 Administration Database Configuration Assistant Step 2 of 12 Database Templates Select a template from the following list to create a database Template Includes Datafiles Custom Database 2 Data Warehouse General Purpose Transaction Processing uPerform Show Details Cancel Help lt Back 5 Select General Purpose 6 Click Next RWD uPerform 3 0 29 Installing the Server Database Configuration Assistant Step 3 of 12 Database Identification An Oracle database is uniquely identified by a Global Database Name typically of the form name domain Global Database Name A database is referenced by at least one Oracle instance which is uniquely identified fram any other instance on this computer by an Oracle System Identifier SID SID ftestgloss Cancel Help lt Back 7 Enter a global database name in the Global Database Name field ren The database name cannot exceed e
50. How can decide what software to run 4 Click Run 104 RWD uPerform 3 0 Administration re This process may take several minutes ji RWD uPerform Server Setup Be Perform Welcome to the RWD uPerform Server Installation Wizard It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law lt Back Cancel 5 Click Next RWD uPerform 3 0 105 Installing the Server ie RWD uPerform Server Setup Be Ea Destination Folder S Select a folder where the application will be installed wy i Perf orm exe The Wise Installation Wizard will install the files For RWD uPerform Server in the Following folder Since this installation integrates into the collaboration server install modification of the installation directory is not possible You can choose not to install RWD uPerform Server by clicking Cancel to exit HoR Folder lt Back Cancel 6 Click Next The RWD uPerform installation searches for the installation of Vigne
51. L Server lt product gt lt version gt 5 0 5 lt version gt lt build gt 68161 lt build gt lt indexport gt 9001 lt indexport gt lt queryport gt 1 lt queryport gt lt aciport gt 9000 lt aciport gt lt serviceport gt 9002 lt serviceport gt lt directory gt c progray1 RWD uPerform Autonomy IDOLserver IDOL lt directory gt lt acithreads gt 4 lt acithreads gt lt component gt lt content gt lt status gt RUNNING lt status gt lt arcinort gt 9N1Ne acinort gt 8 Verify that the XML displayed does not include errors 9 Open http lt searchservername gt 9000 Action GetLicenseInfo in Internet Explorer 74 RWD uPerform 3 0 Administration a http 4550test1 m4 9000 Action GetLicenseInfo Microsoft Internet E File Edit view Favorites Tools Help Q Back 9 E P search Yeravortes O7 GS Address http lt SearchServerName gt 9000 Action GetLicenselnfol gis SE Links z lt xml version 1 0 encoding UTF 8 gt lt autnresponse xmins autn http schemas autonomy com aci gt lt action gt GETLICENSEINFO lt action gt lt response gt SUCCESS lt response gt lt responsedata gt lt autn license gt lt autn validlicense gt false lt autn validlicense gt lt fautn license gt lt autn actions gt lt autn section gt lt autn name gt Agent lt autn name gt lt autn action gt cout namon AaantaA dds faiths naman
52. O Perform User Manual RWYD uPerform Administration Version 3 0 PROPRIETARY RIGHTS NOTICE This user manual is the property of RWD Technologies The material represents substantial creative effort and contains confidential information and other proprietary concepts techniques ideas and expressions This material may not be reproduced altered or transmitted in any form or by any means including without limitation electronic mechanical photocopying or recording means or in connection with any information storage or retrieval system and may not be used in any manner whatsoever without the express written consent of RWD Technologies Your possession or use of this material constitutes your acceptance of these conditions If you do not agree with these conditions return the material to RWD Technologies This user manual is published and distributed by RWD Technologies This manual was developed using Adobe FrameMaker software RWD Technologies does not warrant or guarantee the contents of this user manual RWD Technologies RWD uPerform and RWD uBenchmark are trademarks or registered trademarks of RWD Technologies in the United States and other countries All other company product and service names and brands are the trademarks or registered trademarks of their respective owners RWD Technologies COPYRIGHT 2008 RWD TECHNOLOGIES LLC ALL RIGHTS RESERVED RWD uPerform 3 0 Table of Contents Table of Con
53. RE PROGRAM CLIENT AGREES TO BE BOUND BY THE TERMS OF THIS AGREEMENT This Agreement accompanies this Program and related explanatory materials In order to install the Program You must accept this C Ido not accept the terms of the license agreement cou Oe j cet 7 Review the agreement and select I accept the terms of the license agreement to pro ceed 8 Click Next 80 RWD uPerform 3 0 Administration amp Vignette Collaboration ME E VIGNETTE INSTALLER COLLABORATION Choose the installation type that best suits your needs re Perform a new installation of Vignette Collaboration C Upgrade re Upgrade a previous release of Vignette Collaboration coe O j ome 9 Select New Installation 10 Click Next RWD uPerform 3 0 81 Installing the Server amp Vignette Collaboration lel Es pax VIGNETTE COLLABORATION INSTALLER Enter the directory where Collaboration will be installed C RWDuPerform Collaboration Browse co 11 Enter or browse to the installation folder you created in Step 2 of this procedure a Ensure that you retain Collaboration in the folder path 12 Click Next 82 RWD uPerform 3 0 Administration Vignette Collaboration File Ea pa VIGNETTE COLLABORATION INSTALLER Please confirm the following Vignette Collaboration environment settings Collaboration Server Hostname UPE013 dev4000 rwatech
54. ROGRAMS gt RWD UPERFORM Indicates an important concept or a caution A g Indicates a helpful hint or amplifying information RWD uPerform 3 0 5 Introduction Available Technical Support In addition to the online help delivered with uPerform RWD offers several additional support mechanisms O The RWD uPerform knowledgebase is available at http www products rwd com The knowledgebase is accessible by RWD licensed users and by SAP North America licensed users For customers who license RWD uPerform through the RWD SAP global reseller agreement the SAP hosted knowledgebase is available at http service sap com The Creating Content with RWD uPerform Managing Content with RWD uPerform and RWD uPerform Administration user manuals Optional instructor led training For additional information about our training services contact your sales representative 6 RWD uPerform 3 0 Chapter 2 Server Landscape and Installation Overview RWD uPerform is comprised of two major components the editor the client application and the server The server is used to store and manage the content created with the editor and with other third party applications The server environment is comprised of a database search engine indexer an existing mail server and the application server Server Landscape and Installation Overview Introduction to Server Landscape and Install
55. Trusted sites 10 Verify that the XML displayed includes the correct licensing information If there are errors you must uninstall and reinstall 11 Open http lt searchservername gt 20002 Action GetStatus in Internet Explorer E http 4550test1 ym4 20002 Action GetStatus Microsoft Internet Explorer File Edit view Favorites Tools Help Q Back O x 2 seach 2 Favorite O G B Address http lt SearchServerNamef gt 20002 Action GetStatus ai gt 8 Go Links gt lt ACTION gt GETSTATUS lt ACTION gt lt RESPONSE gt Running lt RESPONSE gt lt RESPONSEDATA gt lt RESPONSEDATA gt Trusted sites 12 Verify that the XML displayed does not include errors RWD uPerform 3 0 75 Installing the Server Installing the Application Server Before installing the application server install the database server and search server A as described in Installing the Database Server on page 22 and Installing the Search Server on page 58 To ensure proper installation perform the procedures in this section in the order specified Executing the Application Server Installation Before you can install the application server you must first install and verify Microsoft Message Queuing and configure the website folder in Internet Information Systems IIS Refer to the following subsections for detailed information Installing and Verifying Message Queuing and Configuring IIS 1 Selec
56. Verify that virus scanners are not blocking port 25 RWD uPerform 3 0 69 Installing the Server W Autonomy IDOL server 5 0 5 PA Welcome Windows Admin Privilege License Agreement EA Select Install Set Select Install Folder Select Shortcut Folder EA IDOL server Host IDOL server Port Settings DISH Server Port Settings License Server Location Executable and Service SMTP Server Details D DISH LicenseKey File D3 Fre snetallation Summary 24 Click Choose ile Es DISH LicenseKey File Please select the LicenseKey dat file you received fram Autonomy Customer Supportin order to license your copy of IDOLServer Ifyou do not have a LicenseKey file please contact Autonomy Customer Support at support autonomy com Please Choose a File C Documents and Settings Administrator Restore Default File Choose 70 RWD uPerform 3 0 Administration Please Choose a File REG DISH LicenseKey File Look in e Desktop aaea collab7Otest txt 4 collab_search_server_7 0_win32 exe icensekey dat i mypage received from Autonomy ur copy of IDOLServer ase contact Autonomy y com Type DAT File Date Modified 4 8 2005 5 21 AM Size 6 01 KB File name ficensekey dat Files of type Jan Files 7 Cancel SMTP Server Details D DISH LicenseKey File D Pre Inetallation Summary 25 Browse to the licenseke
57. WD uPerform 3 0 Administration 99 Change var isSSO false to var isSSO true 100 Change var hostURL servername com to the machine name not the DNS entry 101 Save the common js file and close the file 102 In Services start the Vignette Collaboration service This will in turn start the Vign FileSystemFetch service 103 Open IIS using the path WINDOWS gt SETTINGS gt CONTROL PANEL gt ADMINISTRA TIVE TOOLS gt INTERNET INFORMATION SERVICES and restart IIS A Configuring SSO on the End User Computer Do not click End Now Allow the process to run until complete The following steps must be performed on end users computers to enable SSO on these computers 1 In Internet Explorer select TOOLS gt INTERNET OPTIONS Internet Options General Security Privacy Content Connections Programs Advanced Select a Web content zone to specify its security settings amp 0o Intemet Local intranet MESES Restricted sites Trusted sites This zone contains Web sites that you trust not to damage your computer or data No sites are in this zone Security level for this zone Custom Custom settings To change the settings click Custom Level To use the recommended settings click Default Level Custom Level Default Level RWD uPerform 3 0 139 Configuring the Server 2 Select the Security tab 3 Select Trusted Sites 4 Click Sites
58. Y pone V Done Pending g Field Description Client Name Enter the registered client name Product Key Enter the product key provided 4 Click Save RWD uPerform 3 0 167 Upgrading an Existing uPerform Server Ele Edt view Favorites Tools Help amp Q O id a z RWD Perform The following steps are required for installation to be complete For troubleshooting and assistance please contact RWO Support Set Administrator Email V Done Importing Required System Objects v Done Upgrading Optional Components v Done Configuring Required System Objects v Done Import Website Configuration Defaults V Done System Configuration v Done Welcome Congratulations This uPerform Server has been configured successfully You can now access your server by using the url http RWD 607703 What would you like to do next V Go to my server View Help Documentation z El Done OE p p atecetintranet re Do not close Internet Explorer 5 On the application server navigate to uPerform Location Collaboration 6 Locate the 3 0 DBUpgrade sql file 7 Copy the 3 0 DBUpgrade sql file to the database server 8 Using SQL Server Management Studio connect to the updated glossary database 9 Select FILE gt OPEN gt FILE 10 Navigate to the 3 0 DBUpgrade sq file that was copied to the database server 11 Ensure the g
59. a tion gt Autonomy IDOLserver IDOL to the application server folder lt uPerform Loca tion gt Collaboration 9 Select START gt RUN 10 Enter cmd 11 Click OK 12 On the command line enter cd uPerform Location collaboration 13 Press Enter 14 Run the following command bin update_idol_config bat AutonomyIDOLServer cfg conf idol_config_ properties xml oe This command is case sensitive and generates two files log update_idol_config log and AutonomyIDOLServer cfg vbes RWD uPerform 3 0 99 Installing the Server 15 Close the command window 16 In Notepad open the uPerform Location collaboration log update_idol_config log file PB update _idol_config log Notepad oix File Edit Format view Help main Section Property DataDRE Timeout not found in config fil Cmain cmd overwrite Section Property DataDRE Timeout old va Cmain cmd Remove Commenting out Section Property Agent Dres Cmain cmd Remove CCommenting out Section Property Agent Drec Cmain Cmd Remove CCommenting out Section Property Agent DreP Cmain cmd Remove Commenting out Section Property Agent Dres main cmd Remove CCommenting out section Property Agent Ager main saving the updated properties file to AutonomyIDoLServer main Configuration completed successfully 17 Check for errors by reviewing the last line in the text file 18 Copy the generated AutonomyI
60. ager 2 0 0 43 a a 6 Click Browse to browse to the location of the RWD uSchedule exe file select the exe cutable and click Open Scheduled Task Wizard Type a name for this task The task name can be the same name as the program name RWD uSchedule Perform this task O Daily O Weekly Monthly O One time only O When my computer starts O When log on Cancel 148 RWD uPerform 3 0 Administration 7 Complete the following fields Field Description Type a name for this task Enter a descriptive name to identify the task Example RWD uSchedule Perform this task Select the radio button corresponding to the desired task frequency 8 Click Next The following screen will vary based on the task frequency you selected in the previous screen Scheduled Task Wizard Select the time and day you want this task to start Start time amp 17 PM Perform this task Every Day O Weekdays O Every Start date 7710 2006 9 Select the time and date options relevant to the task frequency and click Next RWD uPerform 3 0 149 Configuring the Server Scheduled Task Wizard Enter the name and password of a user The task will tun as if it were started by that user Enter the user name CORP idod Enter the password Confirm password If a password is not entered scheduled tasks migh
61. ame preferred or static IP Address of the search server 17 Click Next Do not use LOCALHOST or 127 0 0 1 If you are using an IP address ensure you have a static IP address RWD uPerform 3 0 65 Installing the Server IDOL server Port Settings Welcome Windows Admin Privilege License Agreement Select Install Set Select Install Folder Select Shortcut Folder E IDOL server Host D IDOL server Port Settings gt DISH Server Port Settings License Server Location J Executable and Serice i di SMTP Server Details UO DISH Licensekey File US Presnetallation summar g 18 Click Next Please enter the ports on which IDOL server will listen ACI Port e000 Index Port e001 Service Port e002 Verify that no other service or process is running on these ports 66 RWD uPerform 3 0 Administration D Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement E Select Install Set Select Install Folder i Select Shortcut Folder IEA IDOL server Host IDOL server Port Settings D DISH Server Port Settings License Server Location ae Executable and Service Ye SMTP Server Details D2 DISH Licensekey File US Pre Installation Summary 19 Click Next DISH Server Port Settings Please enter the ports on which DISH server will listen ACI Port 20000 Service Port 20002 Verify that no other service or process is runnin
62. aracter set CESU 8 compliant 27 Click Next 38 RWD uPerform 3 0 Administration atabase Configuration Assistant Step 11 of 12 Database Storage F controttile Database Storage Datatlles Frarn the Database Storage page you can specify storage parameters for the database Redo Log Groups creation This page displays a tree listing and summary view multi column lists to allow you to change and view the following objects Control files Tablespaces Datafiles Rollback Segments Redo Log Groups From any object type folder click Create to create a new object To delete an object select the specific object from within the object type folder and click Delete Important If you select a database template including data files you will not be able to add or remove data files tablespaces or rollback segments Selecting this type of template allows you to change the following Destination ofthe datafiles Control files or log groups Create Delete File Location Variables Cancel Help Finish 28 Click Next RWD uPerform 3 0 39 Installing the Server E Database Configuration Assistant Step 12 of 12 Creation Options 29 Select Create Database 30 Click Finish 40 RWD uPerform 3 0 Administration Confirmation x The following operations will be performed A database called testgloss will be created Database
63. artup log 1KB Text Document 3 24 2007 3 11 PM A leg e Struct xml 56KB XML Document 3 25 2007 11 34AM A E mimecontent E2 Struct_2007 03 24_1 xml 52KB XML Document 3 24 2007 2 33PM A E pscripts 2 Struct_2007 03 24_2 xml 52KB XML Document 3 24 2007 2 44PM A E G reference L2 Struct_2007 03 25_1 xml 1 430KB XML Document 3 25 2007 12 00AM A E resource E update_idol_config log 20KB Text Document 3 24 2007 2 37PM A mi Bl uPerform_server_install_customaction log 1KB Text Document 3 24 2007 2 51 PM A a O search E Tools webapps a O work a B www classes zip 11 Ensure the CollabConsole txt file exists in the folder As this is the first time the service has been started the CollabConsole txt file might ie not yet exist Wait several minutes for the file to be generated 12 Double click the CollabConsole txt file and check for errors by reviewing the last line in the text file RWD uPerform 3 0 97 Installing the Server File Edit Format Yiew Help 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 0l mar 06 0l mar 06 0l mar 06 0l mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 01 Mar 06 Notepad worker 0_1 worker 015 worker 0_15 worker 0_1 worker 0_1 worker 0_1 worker 0_1 worker 0_1 worker ee worker 0_1 worker 01 worker 015
64. ation Overview This chapter provides a detailed overview of the uPerform server landscape A pre installation checklist is included to help you prepare for the installation process The procedures in this manual assume you are working in a three server environment and are using either Microsoft Server 2003 or Oracle 10g in conjunction with Internet Explorer version 6 or 7 If you are upgrading to version 3 0 you can do so from versions 2 0 and higher It is ie recommended that you back up any version 2 X customizations the Autonomy IDOL Server and Vignette For more information on upgrading refer to Upgrading an Existing uPerform Server on page 155 The following diagram provides an overview of the various interfaces within the uPerform environment 8 RWD uPerform 3 0 Administration uPerform Server Administer Projects lt and Users S Create Hierarchy eee Check in out E lt amp Workflow Fi Project ADMIN amp j Content administration i lt inner Manage i i Email Hierarchy i Workflow i Review amp i amp e2 Suggest H Glossary Collab We Terms i ss Engine User noite Definitions eats Accounts jpg 00 Call Help wo a for Web oe based and earch Windows Apps 3 SAP Instance Personal _ Home Page Check in out a amp soak Ait Push Alert Call Hel ceive Ael Review amp Notification Notes for S AP Messages Suggest Glossary Published Receive Alert Te
65. ational 3 Start the search server 4 Login and test the search server operation as described in Verifying the Autonomy IDOL Server Install on page 73 5 After successfully testing both the database and search servers start the application server 6 Attempt to login to uPerform via the URL http your server address 7 Test the search functionality again from the uPerform web browser interface 224 RWD uPerform 3 0 Administration Additional Information and Troubleshooting White Papers RWD provided white papers are an excellent way to learn more about the uPerform server These papers are updated frequently and are available on the RWD uPerform knowledgebase at http www products rwd com For customers who license RWD uPerform through the RWD SAP global reseller agreement the SAP hosted knowledgebase is available at http service sap com Current RWD white papers include uPerform Big Picture Installing RWD uPerform in a Load Balancing Environment Getting Started with RWD uPerform Moving an RWD uPerform Database uPerform Sample Architecture Creating a Database Maintenance Plan for RWD uPerform Oo OF OF O OF QO uPerform Database Frequently Asked Questions Frequently Asked Questions Frequently Asked Questions FAQs also offer up to date troubleshooting solutions for issues you may encounter with the uPerform server FAQs are available on the RWD uPerform knowledgebase at http www prod
66. cal System Service System Service System ork 5 System System System System System System System System System ork 5 System System System ork S ork 5 System System System System System System System System 4 Select AutonomyDISH 5 Select Stop the service 194 RWD uPerform 3 0 Administration Services BEE File Action View Help e mEn A m n m Services Local Services Local AutonomyIDOLServer NET Runtime Opti Microsoft Manual Local System Sy Alerter Notifies sel Disabled Local Service Stop the service Pause the service 5 Application Experie Process ap Started Automatic Local System gt Sa Application Layer G Provides s Manual Local Service Sy Application Manage Processesi Started Manual Local System pope fei PAT PE 0S By ASP NET State Ser Provides s Manual Network 5 Build 68161 B Sy Automatic Updates Enables th Started Automatic Local System Sy AutonomyDISH Autonomy Automatic Local System rr Sy Background Intelig Transfers f Manual Local System Sy ClipBook Enables Cli Disabled Local System By com Event System Supports 5 Started Automatic Local System By com System Appl Manages t Manual Local System Sia Computer Browser Ma
67. come install Set rimase o Windows Admin Privilege JV IDOL Server License Agreement JE select install Set J7 DISH License Server Serene oe I Distributed Handlers Select Install Folder JT Retina Web Application Select Shortcut Folder JT Autonomy Service Dashboard Web Application IDOL server Host gt IDOL server Port Settings DISH Server Port Settings License Server Location 4 Description IDOL Server This includes the content server community server Executable and Service category server agentstore server and the indextasks component gt SMTP Server Details The content server will not be installed ifthe Distributed Handlers 5 DISH LicenseKey File feature is chosen US Pre Inetallation Summary 10 Select IDOL Server and DiSH License Server 11 Click Next 62 RWD uPerform 3 0 Administration Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement E Select Install Set D Select Install Folder Select Shortcut Folder IDOL server Host SS IDOL server Port Settings DISH Server Port Settings License Server Location Executable and Semice 22 SMTF Sener Details U4 DISH Licensekey File US pre installation Summary 13 Click Next oe ee Select Install Folder Where Would You Like to Install C AutonomyDOLserver Restore Default Folder Choose 12 Browse to the folder install location RWD uPerform 3 0 63 Install
68. count for anonymous access User name IUSR_UPEO40 Browse Password eooooooooo m Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists J Integrated Windows authentication J Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain Realm cms eo 26 Select Enable anonymous access 27 Ensure no options are selected under Authenticated Access 28 Click OK 29 Click OK 30 In the uPerform Collaboration folder right click on Python and select Properties 31 Click the Directory Security Tab RWD uPerform 3 0 129 Configuring the Server 32 In the Authentication and access control area click Edit Authentication Methods Lx Vv Ei Use the Following Windows user account for anonymous access User name IUSR_UPEO40 Browse Password eoccccccce Authenticated access 7 For the following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists T Integrated Windows authentication I Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport au
69. ds Field Description SQL Server Name Enter the SQL Server hostname SQL User Name Enter the SQL administrator user name SQL Password Enter the SQL administrator password Name of Glossary database to be used by the installation Enter the name of the Glossary database to be created by the installation process The password is case sensitive An alphanumeric combination is recommended Do not use special characters This administrator must have rights to i create a database 9 Click Next 10 Go to Step 13 108 RWD uPerform 3 0 Administration ie RWD uPerform Server Setup iol x Oracle Database Connection Select the Oracle database server and security credentials to be used wv p er f orm for SQL script execution during installation a Database Server Hostname JourED17 Database Authentication User Name sys Password SSCS Global Database Name service name TGLOSS Port ET lt Back Next gt Cancel 11 Complete the following fields Field Description Database Server Hostname Enter the full hostname User Name Enter the Oracle administrator user name Password Enter the Oracle administrator password Global Database Name Enter the name of the Glossary database you created in Installing Oracle on page 26 The password is case sensitive and cannot exceed thirty characters An alphanumeric combination is recomme
70. e AutonomyIDOLServer will automatically restart RWD uPerform 3 0 103 Installing the Server Install the RWD uPerform Software Before installing the RWD uPerform software install the database server search server and application server as described in Installing the Database Server on page A 22 Installing the Search Server on page 58 and Installing the Application Server on page 76 To ensure proper installation perform the procedures in this section in the order specified Executing the RWD uPerform Software Installation You must create a blank database before performing this procedure Refer to A Creating a Blank Database for Microsoft SQL Server on page 23 or Installing Oracle on page 26 for more information 1 Login to the application server 2 Locate the installation files on your computer 3 Double click on uPerform_Server_Installation exe to launch the installation program A Do not change the name of the exe file as this will cause errors during installation Open File Security Warning xi The publisher could not be verified Are you sure you want to run this software a Name uPerform_Server_installation exe 13 Publisher Unknown Publisher Type Windows Installer Package From D uPerformInstalls IV Always ask before opening this file publisher You should only run software from publishers you trust Y This file does not have a valid digital signature that verifies its
71. e right arrow 5 Selecta default locale from the drop down list in the Collaboration System Default Locale area 6 Click OK 124 RWD uPerform 3 0 Administration Implement SSO Using NTLM Authentication Before implementing Single Sign On SSO using the Microsoft NT LAN Manager NTLM authentication there must be at least one user with system administrator privileges that matches an account on the domain This user must have the same username as the one on the uPerform server Implementing SSO Using NTLM 1 Open IIS using the path WINDOWS gt SETTINGS gt CONTROL PANEL gt ADMINISTRATIVE TOOLS gt INTERNET INFORMATION SERVICES 2 Expand the Web Sites folder 3 Right click on the uPerform Collaboration website and select Properties 4 Select the Directory Security tab uPerform Collaboration Properties 29 x Web Site Performance ISAPI Filters Home Directory Documents Directory Security HTTP Headers CustomErrors ASP NET Authentication and access control Enable anonymous access and edit the b4 authentication methods for this resource IP address and domain name restrictions A Grant or deny access to this resource using IP addresses or Internet domain names Edit M Secure communications Require secure communications and ifi enable client certificates when this Server Certificate resource is accessed
72. ecify passwords for the following user accounts in the new database Use the Same Password for All Accounts Password ii Confirm Password ia C Use Different Passwords User Name Confirm Pas Cancel Help Back 11 Select Use the Same Password for All Accounts 12 Enter a password for the user account Do not use special characters 13 Confirm the password 14 Click Next RWD uPerform 3 0 47 Installing the Server Database Configuration Assistant Step 6 of 12 Storage Options Select the storage mechanism you would like to use for the database File System Use the File System for Database storage C Automatic Storage Management ASM Automatic Storage Management simplifies database storage administration and optimizes database layout for I O performance To use this option you must either specify a set of disks to create an ASM disk group or specify an existing ASM disk group C Raw Devices Raw partitions or volumes can provide the required shared storage for Real Application Clusters RAC databases if you do not use Automatic Storage Management and a Cluster File System is not available You need to have created one raw device for each datafile control file and log file you are planning to create in the database pecify Raw Devices Mapping File Br Cancel Finish 15 Select File System 16 Click Next 48 RWD uPerform
73. ervice 8 Set the Startup type to Manual 9 Click OK 96 RWD uPerform 3 0 Administration 10 After successfully starting the service browse to the Log Directory at lt Installation Loca tion gt Collaboration log Aa C rwd Collaboration log Eile Edit View Favorites Tools Help ay Gi ACS E Folders C Folders Name _ Size Type Date Modified Attr E Collaboration bad_oids indexer log 132KB Text Document 3 24 2007 5 39PM A E jvm B bad_oids profiler log 36KB Text Document 3 24 2007 5 10 PM A E _uninst B t 64KB Text Document 3 25 2007 11 55AM A B bin B CollabConsole_2007 03 24_1 txt 29KB Text Document 3 24 2007 2 33 PM A blob B CollabConsole_2007 03 24_2 txt 16KB Text Document 3 24 2007 2 44 PM A blocks E CollabConsole_2007 03 25_1 txt 3 404 KB Text Document 3 25 2007 12 00 AM A cont gilog txt OKB Text Document 3 25 2007 12 00AM A DBSetup B gilog txt 1 txt SKB Text Document 3 24 2007 2 33 PM A Examples E gilog txt 2 txt SKB Text Document 3 24 2007 2 44 PM 4 m external gilog txt 3 txt 765KB Text Document 3 24 2007 5 58 PM 4 E Htmitemplate Bl localhost_access_log 2007 03 24 txt 651KB Text Document 3 24 2007 6 00 PM A E import E orm log 2KB Text Document 3 24 2007 3 11 PM 4 m java remoteregistrar 1 log 4KB Text Document 3 24 2007 2 30PM A Connect al remoteregistrar log 4KB Text Document 3 24 2007 3 15PM A Gib st
74. g on these ports RWD uPerform 3 0 67 Installing the Server 2 Autonomy IDOL server 5 0 5 el xi Executable and Service Prefix Welcome 7 amr eee Please enter an executable prefix This is used to uniquely identify Windows Admin Privilege the executables and services of this installation This prefix should License Agreement not start with a number E Select Install Set Select Install Folder i Select Shortcut Folder z IDOL server Host Service Prefix autonomy IDOL server Port Settings DISH Server Port Settings License Server Location D Executable and Service ve SMTP Server Details US DISH LicensekKey File US Pre Inetallation Summary 20 Click Next 68 RWD uPerform 3 0 Administration W Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement E Select Install Set Select Install Folder j Select Shortcut Folder EA IDOL serer Host IDOL server Port Settings DISH Server Port Settings EA License Server Location F Executable and Service D SMTP Server Details U4 DISH Licensekey File US Pre Inetallation Summary SMTP Server Details Please enter the details of your SMTP server IP Address mai rwd com Port zs 21 To enable notification functionality specify the static IP address or hostname of a valid SMTP server 22 Enter the port for your SMTP server The default is port 25 g 23 Click Next
75. gain Uninstalling Vignette Collaboration 1 Select START gt CONTROL PANEL 2 Select Add or Remove Programs 184 RWD uPerform 3 0 Administration 3 Select Vignette Collaboration B Add or Remove Programs Of xi amp Currently installed programs I Show updates Sort by Name 7 Change or Remove iB DOLserver Size 202 00MB Programs U McAfee VirusScan Enterprise Size 38 01MB g B Microsoft NET Framework 2 0 Size 88 36MB Add New ia Vignette Collaboration Programs i am Add Remove Windows Components Virtual Machine Additions Size 0 83MB B Windows Server 2003 Service Pack 1 To change this program or rel t Fro computer click Change R 4 Click Change Remove If the uninstaller fails because Vignette processes are running set the Vignette Collaboration service startup type to Manual and restart the server RWD uPerform 3 0 185 Uninstalling the Server ignette Collaboration BE COLLABORATION 7 0 Welcome to the InstallShield Wizard for Vignette Collaboration The InstallShield Wizard will uninstall Vignette Collaboration from your computer To continue choose Next Vignette Collaboration Vignette Corporation httpvwww vignette carn 5 Click Next 186 RWD uPerform 3 0 Administration ignette Collaboration Oi x INSTALLER NV are NON Please read the summary information below Vignette Collabora
76. he jaas conf ntlm file and rename the file to jaas conf ntlm bak 83 Rename the jaas conf ntlm file to jaas conf 84 To retain a copy of the server xml file rename the file to server xml bak 85 Copy the server xml ntlm file and rename the file to server xml ntlm bak 86 Rename the server xml ntlm file to server xml 87 In Windows Explorer browse to the lt Installation Directory gt Collaboration directory 88 To retain a copy of the classes zip file rename the file to classes zip bak 89 Copy the classes zip ntlm file and rename the file to classes zip ntlm bak 90 Rename the classes zip ntlm file to classes zip 91 In Windows Explorer browse to the lt Installation Directory gt Collabora tion WWW uPerformWS directory 92 To retain a copy of the file RWD uPerform ServerConfiguration DLL config make a copy of the file and rename the file RWD uPerform ServerConfiguration DLL con fig bak 93 Open the RWD uPerform Configuration DLL config file in Notepad 94 Change lt add key AuthenticationType value Basic gt to lt add key Authenti cationType value NTLM gt 95 Save the RWD uPerform Configuration DLL config file and close the file 96 In Windows Explorer browse to the lt Installation Directory gt Collabora tion WW W script directory 97 To retain a copy of the file common js make a copy of the file and rename the file to common js bak 98 Open the common js file in Notepad 138 R
77. ided in the xml Example transaction_code Style Sheet The css file from WWW MySite style folder that is used on all pages except the document page Document Page Style Sheet The css file from WWW MySite style folder that is used on the document page 206 RWD uPerform 3 0 Administration Transformation Settings About Page Account Page Add To Discussion Page Discussions Page Documents Page L Edit Alerts Page Edit My Account Page Edit Subscriptions Page Folder Page Glossary Page Help Desk Page Help Page Home Page My Favorites Page My Subscriptions Page New Message Page Remove From Discussion Page Request Account Confirmation Page Request Account Page f Reset Password Page Search Page Tell Others Page Top Page Unsubscribe Confirmation Page b Seve E cancel 8 Under Transformation Settings perform one of the following options If You Want To Then Create new transformation settings Enter the name s of the xsl files used to display content on the end user website For a list of these files refer to Guidance on XSL Transformations on page 209 Example About page about xsl Edit the transformation settings from Edit the name of the xsl file as necessary an existing template All pages that will
78. ight characters or begin with special characters 8 Click Next 30 RWD uPerform 3 0 Administration E Database Configuration Assistant Step 4 of 12 Management Options Each Oracle database may be managed centrally using the Oracle Enterprise Manager Grid Control or locally using the Oracle Enterprise Manager Database Control Choose the management option that you would like to use ta manage this database V Configure the Database with Enterprise Manager Use Grid Control for Database Management Management Service NoAgentsFound Use Database Control for Database Management Enable Email Notifications GutgcingMal MTPysewer S SE Email Address R l Enable Daily Backup Backup Start Time 2E foo amc pm OS Username _ re Password Cancel Help 9 Select Configure the Database with Enterprise Manager 10 Click Next RWD uPerform 3 0 31 Installing the Server Database Configuration Assistant Step 5 of 12 Database Credentials For security reasons you must specify passwords for the following user accounts in the new database Use the Same Password for All Accounts Password lead Confirm Password eel C Use Different Passwords User Name Confirm Pas Cancel Help Back Net gt 11 Select Use the Same Password for All Accounts 12 Enter a password for the user accoun
79. ing Microsoft SQL Server as your database server you can do so from versions 2 0 and higher It is recommended that you back up any version 2 X customizations the Autonomy IDOL Server and Vignette and the uPerform server software In addition it is recommended that you conduct the upgrade during a time when the uPerform server is not being used for example during a weekend During an upgrade note that only those controls or fields that require user input are enabled The upgrade process must be performed in the order specified in this section An upgrade log will be created in the root of the collaboration folder lt uPerform Location Collaboration 3 0 UpgradeLog txt gt This log will contain any debug and or error messages that occur during the upgrade 156 RWD uPerform 3 0 Administration Upgrading the uPerform Server If your Collaboration database name starts with a numeric for example 4acme A contact RWD Product Support prior to conducting the upgrade Installing the uPerform Software 1 Login to the application server 2 Locate the installation files on your computer 3 Double click on uPerform_Server_Installation exe to launch the upgrade Open File Security Warning xi The publisher could not be verified Are you sure you want to tun this software per Name uPerform_Server_installation exe ig Publisher Unknown Publisher Type Windows Installer Package From D uPerformInstalls IV A
80. ing phrase in the right most field 10 Click Save er You must enter the modified phrase in all desired languages by repeating Step 5 through Step 8 for each language 216 RWD uPerform 3 0 Chapter 9 Managing the Recycle Bin The RWD uPerform server includes recycle bin functionality to provide access to deleted content From a recycle bin you can restore deleted content as needed 217 Managing the Recycle Bin Introduction to the Recycle Bin The uPerform recycle bin acts as a safety net from which to restore deleted content When a user deletes content objects discussions folders and subfolders these items are moved to a recycle bin they are not permanently deleted from the uPerform server There is one recycle bin for each uPerform project Only administrators have access to the recycle bin A deleted project is not sent to the recycle bin A deleted project including all of A its documents messages and folders cannot be restored 218 RWD uPerform 3 0 Administration Restoring from the Recycle Bin An administrator can restore items from the recycle bin When restored the item is returned to its original location in the uPerform document library The restore operation sets the owner of the object to the user who restored the item A deleted project is not sent to the recycle bin A deleted project including all of A its documents messages and folders cannot be res
81. ing the Server lt Q Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement E Select Install Set Select Install Folder D Select Shortcut Folder IDOL server Host D IDOL server Port Settings gt DISH Server Port Settings License Server Location Executable and Service ge SMTP Server Details U4 DISH Licensekey File US Pre netallation Summary 14 Select Don t create icons 15 Click Next ie E3 Select Shortcut Folder Where would you like to create product icons C Inanew Prograrn Group iootserver In an existing Program Group accessories Y Inthe Start Menu Onthe Desktop Inthe Quick Launch Bar Other Choose Don t create icons i PE Create Icons for All Users 64 RWD uPerform 3 0 Administration Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement E Select Install Set Select Install Folder Select Shortcut Folder SJ IDOL server Host SS IDOL server Port Settings DISH Server Port Settings License Server Location Executable and Service SMTP Server Details D DISH Licensekey File US Pre Inetallation summan IDOL server Host Please enter the hostname or IP address of the machine IDOL server will be installed on Please do not use localhost or 127 0 0 1 IDOL server Host Hostname or IP Address test rwduperform com 16 Enter the full DNS hostn
82. inistration RWD uSchedule Task Schedule Settings Security Scheduled Task Completed C Delete the task if it is not scheduled to run again a Stop the task if it runs for 14 S hour s 0 S minutefs Idle Time C Only start the task if the computer has been idle for at least minute s If the computer has not been idle that long retry for up to minute s C Stop the task if the computer ceases to be idle Power Management Don t start the task if the computer is running on batteries Stop the task if battery mode begins C Wake the computer to run this task 15 Complete the following field Field Description hour s Enable the Stop the task if it runs for checkbox and specify the timeout for this task Example 12 16 Click OK You can also use the Microsoft Windows Task Scheduler to setup and configure the e migration content verification executable ContentVerification exe if you have migrated Info Pak content to a uPerform project Refer to the companion manual Managing Content with RWD uPerform for complete details on migrating Info Pak content RWD uPerform 3 0 153 Configuring the Server Post Installation Verification Checklist The following checklist can be used to validate the server installation Task Reference Create a project on the server Managing Content with RWD uPerform Add a template to the server and assign
83. installation You can continue to run the installation but you must turn on the command once the installation is complete If you have a large number of concurrent users the READ COMMITTED_SNAPSHOT command helps to provide your users with uninterrupted access to the server from the client or a web browser This setting reduces locking contention for data during periods of high activity 120 RWD uPerform 3 0 Administration This setting is required to ensure the successful execution of background jobs on the application server For more information about Snapshot view the detailed Microsoft Technical Article at http msdn2 microsoft com en us library ms345 124 aspx 1 Stop both the Vignette Collaboration and VignFileSystemFetch services on the application server If you originally installed uPerform using a 1 XX version you will need to run bin ie stoprmid bat from the collaboration directory 2 Ensure that no open connections exist with the database 3 Log into the SQL 2005 database as an administrator 4 Run the following command ALTER DATABASE database name SET READ _ COMMITTED SNAPSHOT ON Q database name is the name of the Collaboration database This setting reduces locking contention for data during periods of high activity This setting is required to ensure the successful execution of background jobs in Vignette Collaboration For more information about Snapshot view the detailed Microsoft Technical
84. intains a Started Automatic Local System Sy Cryptographic Serv Provides th Started Automatic Local System Sy0com Server Proc Provides la Started Automatic Local System By DHCP Client Registers a Started Automatic Network 5 Sy Distributed File Sys Integrates Manual Local System Bs Distributed Link Tra Enables cli Started Automatic Local System Sy Distributed Link Tra Enables th Disabled Local System Sy Distributed Transac Coordinate Started Automatic Network 5 By ons Client Resolves a Started Automatic Network 5 By Error Reporting Ser Collects st Started Automatic Local System SyEvent Log Enables ev Started Automatic Local System Bs File Replication Allows files Manual Local System By Help and Support Enables He Started Automatic Local System SQyHTTP SSL This servic Started Manual Local System Sa Human Interface D Enables ge Disabled Local System Sys Admin Service Enables thi Started Automatic Local System Sa IMAPI CD Burnina Manages Disabled Local System zl Extended 6 Select AutonomyIDOLServer 7 Select Stop the service 8 Select START gt CONTROL PANEL 9 Select Add or Remove Programs 10 Select IDOL server RWD uPerform 3 0 195 Uninstalling the Server e 61 Change or Remove Programs Add New Programs Components Currently installed programs IDOLserver IT Show updates Sort by Name
85. ion 76 Configure and Test Search Functionality 99 Table of Contents Install the RWD uPerform Software 104 Chapter 4 Configuring the Server 115 Introduction to Installing and Configuring the Server 116 Configure the uPerform Server 117 Configure Properties and Settings from the Server Workspace 122 Implement SSO Using NTLM Authentication 125 Import Users via LDAP 143 Schedule Automated Tasks 146 Post Installation Verification Checklist 154 Chapter 5 Upgrading an Existing uPerform Server 155 Introduction to Upgrading an Existing uPerform Server 156 Upgrading the uPerform Server 157 Post Upgrade Verification Checklist 170 Chapter 6 Client Overview 171 Introduction to the Client 172 Confirming the Required Client Hardware and Software 173 Installing the Client 174 Installing the uPerform Client Software 174 Overview of Folders Installed on Client 174 Chapter 7 Uninstalling the Server 177 Introduction to Uninstalling 178 Uninstalling 179 Chapter 8 Customizing Options Within uPerf
86. ion NET Runtime Opti Microsoft Manual Local System Bp Alerter Notifies sel Disabled Local Service Sy Application Experie Process ap Started Automatic Local System Sy Application Layer G Provides s Manual Local Service Sy Application Manage Processesi Started Manual Local System By ASP NET State Ser Provides s Manual Network 5 By Automatic Updates Enables th Started Automatic Local System Sa AutonomyDISH Autonomy Started Automatic Local System Ry AutonomyIDOLServer Autonomy Started Automatic Local System Sy Background Intellig Transfers f Manual Local System Sy ClipBook Enables Cli Disabled Local System By com Event System Supports 5 Started Automatic Local System ycom System Appl Manages t Manual Local System By Computer Browser Maintains a Started Automatic Local System Sy Cryptographic Serv Provides th Started Automatic Local System yDcom Server Proc Provides la Started Automatic Local System By DHCP Client Registers a Started Automatic Network 5 SRy Distributed File Sys Integrates Manual Local System By Distributed Link Tra Enables cli Started Automatic Local System Bp Distributed Link Tra Enables th Disabled Local System Bs Distributed Transac Coordinate Started Automatic Network 5 Sy ons Client Resolves a Started Automatic Network 5 By error Reporting Ser Collects st Started Automatic Local System SByEvent Log Enables
87. iptions and notifications The ability to add content folders participate in discussions and subscribe to objects is built into the uPerform workspace to enable easy access by content providers 10 RWD uPerform 3 0 Administration The following diagram provides an overview of the user and server applications Mail Program Web Browser LDAP Client REQUIRED USER APPLICATIONS Search Server LDAP Server uPerform Server Database Server REQUIRED RWD uPerform 3 0 11 Server Landscape and Installation Overview Three Server Environment vs Two Server Environment The three server environment is the recommended environment to robustly support all uPerform operations and ensure flexibility for future expansion However in certain scenarios a two server implementation may be viable The decision to implement a two server environment vs a three server environment is based on the total possible concurrency level of end users You should plan on supporting at least 10 of your total end users concurrently Based on this calculation the following guidance is provided m m If you must support 500 or more concurrent users the three server environment is recommended for optimal performance If you must support 1 499 concurrent users the two server environment can be configured In addition to the number of concurrent users there are a number of technical variables to consider when evaluati
88. is a required field Confirm the password entered 21 Click Next 86 RWD uPerform 3 0 Administration ro The following images reflect Microsoft SQL Server and Oracle Vignette Collaboration INSTALLER MEE i VIGNETTE COLLABORATION Enter the following database parameters Database Hostname Database Port Database Name Database Username 4550Test1 1433 uPerform Server uPerfomUser2 Fo vionetteColeboraton Fi VIGNETTE INSTALLER Enter the following database parameters Database Hostname Database Port Oracle SID Database Username Database Password Database Password eee Database Password Confirm aa Database Password Confirm Content Filegroup Primary Content Tablespace Note Using a separate filegroup for content data will provide the best possible performance Default Tablespace Temp Tablespace COLLABORATION lal x 0UPE017 1521 collab collabUser lt Back Cancel Test Connection 22 Perform one of the following options If You Want To Then Server environment Install Vignette in the Microsoft SQL Go to Step 23 environment Install Vignette in the Oracle Go to Step 25 23 Complete the following fields Field Description Database Hostname Enter the full DNS name This is a required field Database Port En
89. istant Step 1 of 2 Operations Select the operation that you want to perform C Create a Database C Configure Database Options C Manage Templates C Configure Automatic Storage Management __ Cancel Help 3 Select Delete a Database 4 Click Next 190 RWD uPerform 3 0 Administration Database Configuration Assistant Step 2 of 2 Database ol x Select the database that you want to delete and specify a user with SYSDBA system privilege All database files will be deleted Database Username sysdba Password 1 Cancel Help lt Back Next gt Leaned Linera Ener 5 Select the Collaboration or Glossary database you want to delete 6 Enter the username and password for the Oracle administrator 7 Click Finish E Database Configuration Assistant v The Database Configuration Assistant will delete the Oracle instance and datafiles for your database All information in the database will be destroyed Do you wantto proceed 8 Click Yes RWD uPerform 3 0 191 Uninstalling the Server Database Configuration Assistant i z Database deletion completed Do you want to perform another operation 9 Perform one of the following options If You Want To Then Perform a second uninstall to delete a Click Yes glossary database Repeat Steps 3 through 9 Perform a second uninstall to delete a Clic
90. istrator login Database Administrator Password Collaboration Database Name static IP address or DNS name Collaboration Database Port Collaboration Server HTTP Port Collaboration Database Name newly assigned Collaboration Database User Password newly assigned Glossary Database Name Database User Name newly assigned 16 RWD uPerform 3 0 Administration uPerform Server Installation Information SQL Server or Oracle Name SQL or Oracle User Name database administrator ID SQL or Oracle Password database administrator password Application Server DNS Name SMTP Server Mail Server Name IIS Port Used by the uPerform Website Single Sign On Website Port if necessary RWD uPerform 3 0 17 Server Landscape and Installation Overview 18 RWD uPerform 3 0 Chapter 3 Installing the Server The RWD uPerform server installation process is comprised of four components the database server the uPerform search server the Vignette software and the uPerform application server 19 Installing the Server Introduction to Installing the Server The subsections and procedures in this chapter provide step by step instructions for installing the uPerform server To ensure a proper installation perform each installation step sequentially as instructed in this chapter The server components sh
91. jectimages xsl Controls the display of images on the website ensures that the correct image is linked to the correct object and is not available in the website skin removediscussion xsl Controls the form for end users to remove themselves from a discussion resetpassword xsl Controls the display of the Reset Password page search xs Controls the display of the Search Results page tellothers xsl Controls the display of the Tell Others page top xsl Controls the display of the Projects page unsubscribe xsl Controls the display of the Unsubscribe page A complete tutorial on XSL transformation is beyond the scope of this manual Several books and websites discuss this topic in detail In particular the World Wide Web Consortium W3C provides helpful information at http www w3 org Style XSL The WWW Schemes folder contains xsd files that assist in defining the schema for the XSL files These xsd files should be used as a reference only do not make changes to these files 210 RWD uPerform 3 0 Administration Using Image Files You can overwrite the delivered images to customize logos and icons that display on the website Image files are stored on the uPerform application server in the folder WWW MySite Images Before making changes to image files you must create a custom website folder For more information refer to Customizing the Delivered Website Folder on page
92. k Yes collaboration database Repeat Steps 3 through 9 Complete the uninstall Click No Uninstalling the Autonomy Search Software 1 Select START gt CONTROL PANEL 2 Select Administrator Tools 192 RWD uPerform 3 0 Administration File Action view Help mAB A gt m n i Local Sh Services Local Select an item to view its description NET Runtime Opti Microsoft Manual Local System By Alerter Notifies sel Disabled Local Service Sy Application Experie Process ap Started Automatic Local System Sa Application Layer G Provides s Manual Local Service Application Manage Processesi Started Manual Local System SB ASP NET State Ser Provides s Manual Network 5 Bs Automatic Updates Enables th Started Automatic Local System Sy AutonomyDISH Autonomy Started Automatic Local System SRy AutonomyIDOLServer Autonomy Started Automatic Local System Sy Background Intelig Transfers f Manual Local System Sy ClipBook Enables Cli Disabled Local System Sy cOM Event System Supports 5 Started Automatic Local System Sy CoMm System Appl Manages t Manual Local System Sy Computer Browser Maintains a Started Automatic Local System Sy Cryptographic Serv Provides th Started Automatic Local System DCOM Server Proc Provides la Started Automatic Local System Sa DHCP Client Registers a Started Automatic Network 5 SRy Distributed Fi
93. key SOS bd Seve Welcome Pending mi E Done EEEE ce Local intranet 7 Complete the following fields Field Description Client Name Enter the registered client name Product Key Enter the product key provided 8 Click Save RWD uPerform 3 0 119 Configuring the Server Ele Edt view Favorites Tools Help ay Qmk O Fa Peroni The following steps are required for installation to be complete For troubleshooting and assistance please contact RWD Support Set Administrator Email V Done Importing Required System Objects v Done Upgrading Optional Components V Done Configuring Required System Objects v Done Import Website Configuration Defaults V Done System Configuration v Done Welcome Congratulations This uPerform Server has been configured successfully You can now access your server by using the url http RWD 607703 What would you like to do next V Go to my server View Help Documen tation z fa Done SSS 3 Local intranet 9 Click Go to my server Optionally click View Help Documentation to view the PDF help documents for RWD uPerform Turning On the READ_ COMMITTED_SNAPSHOT Command Ifyou are installing the uPerform Server on an SQL Server 2005 database uPerform will run a check during installation to ensure the READ _COMMITTED_SNAPSHOT command is turned on If the command is not turned on you will receive a prompt during
94. le Sys Integrates Manual Local System SRy Distributed Link Tra Enables cli Started Automatic Local System Sy Distributed Link Tra Enables th Disabled Local System y Distributed Transac Coordinate Started Automatic Network 5 amp sDns Client Resolves a Started Automatic Network 5 By Error Reporting Ser Collects st Started Automatic Local System By event Log Enables ev Started Automatic Local System Borile Replication Allows files Manual Local System Betelp and Support Enables He Started Automatic Local System SS4HTTP SSL This servic Started Manual Local System Bs Human Interface D Enables ge Disabled Local System Sas Admin Service Enables thi Started Automatic Local System Sa IMAPT CD Burnina Manages C Disabled Local System Extended 3 Select Services RWD uPerform 3 0 193 Uninstalling the Server File Action View Help s HiSPB gt ai Services Local i Services Local AutonomyDISH Stop the service Pause the service Restart the service Description Autonomy DISH Version 5 0 0 Build 68161 Extended NET Runtime Opti Bs Alerter Sy Application Experie By Application Layer G Sa Application Manage By ASP NET State Ser Sa Automatic Updates Bs AutonomyIDOLServer By Background Intellig Sy ClipBook By COM Event System B_com System Appl Bs Computer Browser
95. lossary database is selected as the Active Database in SQL Sever Manage ment Studio 168 RWD uPerform 3 0 Administration 12 Click Execute 13 Check for errors in the Results pane 14 In Internet Explorer click Go to my server in the uPerform Server workspace Optionally click View Help Documentation to view the PDF help documents for RWD uPerform 15 Confirm that there are no error lines in the upgrade log file uPerform Location Collabo ration 3 0UpgradeLog txt 16 If you have implemented SSO re apply the SSO procedure as documented in Implement SSO Using NTLM Authentication on page 125 RWD uPerform 3 0 169 Upgrading an Existing uPerform Server Post Upgrade Verification Checklist The following checklist can be used to validate the server installation Task Reference Create a project on the server Managing Content with RWD uPerform Add a template to the server and assign the template to the new project Create a document using the template and check in the new document to the project Ensure that there is at least one term ina field definition table Creating Content with RWD uPerform and Managing Content with RWD uPerform Creating Content with RWD uPerform Does the document check in successfully and does the version increment from 2 0 or higher to 3 0 as a result of glossary activities Managing Content with RWD uPerform Add a definiti
96. lp 10 On the Inheritance Overrides window select Jakarta RWDHIp and ucontent 11 Click OK 12 Click OK 13 In IIS click on the uPerform Collaboration website folder 14 Right click on ntlmerror html and select Properties 15 Select the File Security tab RWD uPerform 3 0 127 Configuring the Server 16 In the Authentication and access control area click Edit Authentication Methods Ea Use the following Windows user account for anonymous access User name IUSR_UPEO40 Browse Password eecccccces m Authenticated access For the Following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists I Integrated Windows authentication Tl Digest authentication for Windows domain servers Basic authentication password is sent in clear text NET Passport authentication Default domain 17 Select Enable anonymous access 18 Ensure no options are selected under Authenticated access 19 Click OK 20 Click OK 21 In IIS click on the uPerform Collaboration website folder 22 Right click on uContent 23 Select Properties 24 Select the Directory Securities tab 25 In the Authentication and access control area select Edit 128 RWD uPerform 3 0 Administration Authentication Methods xi Use the Following Windows user ac
97. lways ask before opening this file This file does not have a valid digital signature that verifies its publisher You should only run software from publishers you trust How can decide what software to run 4 Click Run RWD uPerform 3 0 157 Upgrading an Existing uPerform Server Installation Action xi NOTICE This install program will stop Internet Information Services IIS in order to make changes timeout 2 minutes If you do not wish to stop IIS at this time please cancel this installation now and try again when IIS can be stopped cmd isreset stop noforce timeout 120 No 5 At the prompt click Yes re This process may take several minutes RWD uPerform Server Setup 3 BI x Perform Welcome to the RWD uPerform 7 Server Installation Wizard It is strongly recommended that you exit all Windows programs before running this setup program Click Cancel to quit the setup program then close any programs you have running Click Next to continue the installation WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law 6 Click Next 158 RWD uPerform 3 0 Administration ie RWD uPerform Server Setup Be Ea Destination
98. m Administrator Login for Microsoft SQL Server Creating a system administrator is not required if your IT group has already created a database administrator account for this project 1 In SQL Server Enterprise Manager browse to CONSOLE ROOT gt MICROSOFT SERV ERS gt SQL SERVER GROUP gt LOCAL WINDOWS NT gt SECURITY gt LOGINS 2 Right click on Logins 24 RWD uPerform 3 0 Administration 3 Select New Login SQL Server Login Properties New Login xi General Server Roles Database Access amp Name instal admin Authentication C Windows Authentication Domain Grant access Deny ac SOL Server Authentication Password aie Defaults Specify the default language and database for this login Database master bs Language lt Default gt Cancel Help 4 Enter the database administrator name in the Name field 5 Enter the database administrator password in the SQL Server Authentication field 6 Click the Server Roles tab RWD uPerform 3 0 25 Installing the Server SQL Server Login Properties New Login xi General Server Roles Database Access Server Roles as Server roles are used to grant server wide security privileges to a login Server Role System Administrators D Security Administrators Xp Server Administrators S Setup Administrators Sd Process Administrators d Disk Administrators
99. n the size of your content library Any non uPerform applications you install on the uPerform application server will A be overwritten during an upgrade of the uPerform server RWD does not provide support for issues that arise from installation of non uPerform applications on the uPerform application server RWD recommends that Microsoft SQL Server or Oracle 10g be installed on a dedicated server A complete set of hardware and software requirements for the server is included in the Technical Specifications document delivered with the uPerform software The current version of the Technical Specifications document is available on the RWD uPerform and SAP knowledgebase websites 14 RWD uPerform 3 0 Administration Preparing to Install the Server There are four major steps to the uPerform server installation o o o Install and configure the Microsoft SQL Server or Oracle 10g database on a dedicated server Install the Autonomy search server Install the Vignette software on the application server Install the uPerform software on the application server For information on upgrading an existing uPerform server refer to Upgrading an Existing uPerform Server on page 155 RWD recommends you install any system updates prior to installing the server software Indexing Overview When uPerform is installed an instance of the index server is also installed The index server uses technology developed by Autonom
100. nable Fe eee se Seer aes lt Reset custom settings Reset to Low 10 Within the Miscellaneous section enable Access data sources across domains RWD uPerform 3 0 141 Configuring the Server 11 Within the User Authentication section enable Automatic logon with current username and password 12 Click OK Internet Options General Security Privacy Content Connections Programs Advanced Home page lA You can change which page to use for your home page Address Temporary Intemet files KA Pages you view on the Intemet are stored in a special folder for quick viewing later Delete Cookies Delete Fies Settings History The History folder contains links to pages you ve visited for quick access to recently viewed pages Days to keep pages in history lo l Colors Fonts l Languages Accessibilty 13 Click the General tab 14 In the Temporary Internet files area click Delete Files 15 At the prompt click Yes to confirm 16 In the History area click Clear History 17 Click Close 18 Click OK 19 Close all open sessions of Internet Explorer 20 Launch a new instance of Internet Explorer and log into the uPerform server 142 RWD uPerform 3 0 Administration Import Users via LDAP From the server workspace you can import users from your Directory Server via Lightweight Directory Acces
101. nd search server as automatic updates may reboot servers periodically This practice minimizes the chance of the server rebooting while uPerform is running Prior to installing operating system and or database upgrades contact RWD Product Support to confirm the upgrade is supported by RWD uPerform Check the CPU and memory utilization of the servers Perform database integrity checks on the database server Check the amount of free space Check the integrity of the backed up databases Install and operate spyware and virus prevention software on the servers If it is acceptable with corporate security policies it is recommended that the virus scanner ignore the entire uPerform install directory RWD uPerform 3 0 223 Performing Routine Server Maintenance Startup and Shutdown Processes for uPerform In the event of power failures or emergency situations you will need to shutdown the servers The following subsections describe the recommended steps for shutting down the servers to avoid data loss and or corruption Shutting Down the uPerform Environment 1 Login and shutdown the application server 2 Login and shutdown the search server 3 Login and shutdown the database server A The database server is always the last server to be shutdown Starting Up the uPerform Environment 1 Start the database server 2 Login to the database server and ensure the SQL Server Service or Oracle service is started and oper
102. nded Do not use special characters This administrator must have rights to i create a database Port Enter the port number for the Oracle server 12 Click Next RWD uPerform 3 0 109 Installing the Server ie RWD uPerform Server Setup of x Collaboration Server Data The Following information is used to configure RWD uPerform Server ev p f errorm Please confirm the following RWD uPerform Server settings Server DNS hostname HTTP port used by the collaboration server SMTP server Relay hostname mail rwd com IIS port to be used by the fo uPerform web site lt Back Cancel 13 Complete the following fields Field Description Server DNS hostname Review the entry in the Server DNS hostname field to ensure that it is correct HTTP port used by the Review the HTTP port used by the collaboration collaboration server server to ensure that it is correct SMTP server Relay Review the SMTP server Relay hostname to hostname ensure that it is correct IIS port to be used by the Confirm the IIS port to be used by the uPerform uPerform web site website The default is port 80 Ensure that no other service or process is running on the same IIS port specified for use by the uPerform website 14 Click Next 110 RWD uPerform 3 0 Administration 15 Perform one of the following options If You Want
103. ng your server landscape These include but are not limited to o o Geographic distribution of your end users Network connection types e g T1 T2 T3 WAN or High Speed LAN between end users and the uPerform application search and database servers Network connection types e g T1 T2 T3 WAN or High Speed LAN between the authors and the uPerform database server Technical capability of the uPerform servers e g number and types of CPUs amount of RAM etc Total estimated concurrency loading of the uPerform application search and database servers Total number of documents simulations courses and managed documents to be stored Recommended and supported server configurations are depicted in the diagrams on the following page 12 RWD uPerform 3 0 Administration uPerform Server Content Index Existing Database Server Content Index Mail Server Search Server Recommended Three Server Configuration uPerform Search Database uPerform Server Content Index Search Query Index Server Existing Mail Server Database Server Content Index Search Server Two Server Configuration uPerform Database RWD uPerform 3 0 13 Server Landscape and Installation Overview Confirming the Required Server Hardware and Software Recommendations around server disk space are intended as guidelines Your requirements may increase or decrease based o
104. ns IDOLserver has been successfully installed Click Done to exit the installer Previous 29 Click Done Verifying the Autonomy IDOL Server Install 1 Select START gt CONTROL PANEL 2 Select Administrative Tools 3 Select Services 4 Right click on the AutonomyDISH service 5 Select Start Starting this service will in turn start the AutonomyIDOLServer service This ie process may take several minutes RWD uPerform 3 0 73 Installing the Server Sy AutonomyDISH Automatic Local System Start the DISH Service Sy AutonomyIDOLServer Automatic Local System 6 Confirm the AutonomyDISH service automatically started AutonomyIDOLServer as depicted below Sy AutonomyDISH Started Automatic Local System Bea 7 Open http lt searchservername gt 9000 Action GetStatus in Internet Explorer For example http 4550lapp 9000 Action GetStatus J http 4550test1 vm4 9000 Action GetStatus Microsoft Internet Explor Bim Ea File Edit View Favorites Thttp 45sotest1 vm4 9000 Action GetStatus Microsoft Interne gt Back O 2 g J Search S e Favorites 4 O a B Address http lt searchservername gt 9000lAction GetStatus Go Links 2 lt xml version 1 0 encoding UTF 8 gt lt autnresponse xmlins autn http schemas autonomy com aci gt lt action gt GETSTATUS lt action gt lt response gt SUCCESS lt response gt lt responsedata gt lt product gt IDO
105. nstration programs Installing this will give you the following schemas in your database Human Resources Order Entry Online Catalog Product Media Information Exchange Sales History It will also create a tablespace called EXAMPLE The tablespace will be about 130 MB Specify whether or not to add the Sample Schemas to your database F Sample Schemas Cancel Help Back Finish 21 Click Next RWD uPerform 3 0 51 Installing the Server G Database Configuration Assistant Step 10 of 12 Initialization Parameters fo J5 Automatic Manual 22 Select the Typical radio button 23 Contact the database administrator to specify memory options for the database 24 Select the Sizing tab 52 RWD uPerform 3 0 Administration Database Configuration Assistant Step 10 of 12 Initialization Parameters 25 In the Processes field enter 165 26 Select the Character Sets tab RWD uPerform 3 0 53 Installing the Server Database Configuration Assistant Step 10 of 12 Initialization Parameters Memon a Siang character sets Connection Mode Database Character Set C Use the default The default character set for this database is based on the language setting of this operating system WESMSWVIN1 252 Use Unicode AL32UTF8 Setting character setto Unicode AL32UTF8 enables you to store multiple language groups C Choo
106. on for the term included in the document View the Globalize Queue Was the document added to the queue Creating Content with RWD uPerform Managing Content with RWD uPerform Select Globalize Now to globalize the document Managing Content with RWD uPerform View the Globalization history View the document Was the new definition inserted into the document Managing Content with RWD uPerform Creating Content with RWD uPerform Add the document to the Publishing Queue Managing Content with RWD uPerform View the publishing queue and select Publish Now Managing Content with RWD uPerform View the publish history Did the document publish successfully Managing Content with RWD uPerform 170 RWD uPerform 3 0 Chapter 6 Client Overview The RWD uPerform environment also includes an editor interface the client application Like the server the client has several hardware and software requirements for installation and operation 171 Client Overview Introduction to the Client The uPerform client is used by authors to create a dual function document that is both a step by step procedural document and an interactive simulation In addition authors can use the client to rapidly create eLearning courses The client also provides local publishing capability and various server interactions such as check in checkout functionality For complete details on
107. on has been successfully installed on your system You may continue to configure the other nodes of the system To begin using the product start the Vignette Collaboration and Indexer services using the Windows Services Control Panel re The preceding screen indicates a successful installation 37 Click Finish Testing the Vignette Installation 1 Select START gt CONTROL PANEL gt ADMINISTRATIVE TOOLS gt SERVICES 2 Right click on the Vignette Collaboration service and select Start 3 Double click on the Vignette Collaboration service RWD uPerform 3 0 95 Installing the Server ignette Collaboration Properties Local Computer General Log On Recovery Dependencies Service name YVGNCOLLAB Display name Vignette Collaboration Description z Path to executable c Progra 1 R WDuPe 1 Collaboration bin CollabS ervice exe Startup type Manual Service status Started Start Stop Pause Resume You can specify the start parameters that apply when you start the service from here Start parameters Cancel Apply L 1x 4 Set the Startup type to Manual 5 Under Service Status ensure Start has been selected 6 Click OK ro This will automatically start the System Fetch service a ignette Collaboration Started Automatic a VignFileSystemFetch Autonomy Started Automatic Local System 7 Double click on the VignetteSystemFetch s
108. onomyIDOLservenlDOLicontent Unable to remove directory C Autonomy IDOLservenIDOLicommunity Unable to remove directory C Autonomy IDOLservenIDOLicategory Unable to remove directory C Autonomy IDOLserver IDOLiagentstore Unable to remove directory C Autonomy IDOLservenDISH The following items could not be removed Previous 15 Click Done 16 Navigate to the Autonomy folder in Windows Explorer RWD uPerform 3 0 197 Uninstalling the Server File Edit View Favorites Tools Help Obad Q F Search Folders sox ly Address C Autonomy 18 s Folders Desktop B My Documents B 3 My Computer E 3 314 Floppy A s Local Disk C ao Autonomy IDOlserver AutonomyInstallation Documents and Settings Downloads Inetpub O Program Files winpows wmpub lt Q DVD Drive D E Control Panel g My Network Places w Recycle Bin Build16 Vignette yoLserver 17 Delete the Autonomy folder 18 Click Yes at the confirmation prompt 19 Select START gt SHUTDOWN 20 Select Restart from the drop down list 21 Click OK 198 RWD uPerform 3 0 Chapter 8 Customizing Options Within uPerform RWD uPerform provides three major website customization options 1 specifying a skin to determine which styles and xsl files are used on the website 2 modifying the images st
109. ontains files necessary for upgrade from versions 2 0 and higher to version 3 0 xml Contains the XML schema and the transforms XSLT files required to create published content To ensure proper file creation and publishing do not edit or delete these files Additionally the default location for content created with uPerform is In Windows XP C Documents and Settings Username My Documents and in Windows Vista C Users Documents RWD uPerform 3 0 175 Client Overview 176 RWD uPerform 3 0 Chapter 7 Uninstalling the Server The RWD uPerform application server and search server software can be uninstalled using standard uninstall procedures 177 Uninstalling the Server Introduction to Uninstalling The following subsections describe the uninstall process for both the application server and the search server Complete details on uninstalling the client software can be found in Creating Content with RWD uPerform Uninstalling the uPerform server will not delete the contents of the installation directory nor the contents of your database Before you uninstall the uPerform server you should backup your database 178 RWD uPerform 3 0 Administration Uninstalling Stopping the Vignette Software 1 Select START gt CONTROL PANEL 2 Select Administrator Tools File Action view Help gt m Services Local Select an item to view its descript
110. or purposes of this manual a system administrator has the following characteristics O Reviews and applies the uPerform hardware and software specifications Installs and configures the uPerform server m O Manages installations of the uPerform client Performs regular maintenance of the uPerform servers This manual also references content authors and administrators who develop and maintain content and end users who access content share content links with other users and provide feedback to authors Organization Of This Manual Chapter 2 and Chapter 3 of this manual provide server overview and installation information Chapter 4 provides server configuration information Chapter 5 provides server upgrade information Chapter 6 provides an overview of the uPerform client installation Chapter 7 details uninstall procedures for the server Chapter 8 through Chapter 10 provides information on customization options managing daily server operations and troubleshooting information 4 RWD uPerform 3 0 Administration Conventions Used In This Manual The following conventions are used in this manual Style Description Bold Indicates a field name button name or an option Example Click General on the left pane Italic Indicates a screen or window title Example The Step Properties window is displayed SMALL CAPS AND Indicates a menu path GREATER THAN SYMBOL Example gt Select START gt P
111. ord This is a required field Enter a password for the new account The password is case sensitive An alphanumeric combination is recommended Do not use special characters 88 RWD uPerform 3 0 Administration Field Description Database Password This is a required field Confirm Confirm the password entered Content Tablespace This is a required Oracle field Confirm the data entered Default Tablespace Temp Tablespace This is a required Oracle field Confirm the data entered This is a required Oracle field Confirm the data entered 26 Click Test Connection to verify your setup This action does not populate the database but tests that a connection to the server is en available If the connection fails confirm the hostname database name and database administrator username and password 27 Click Next RWD uPerform 3 0 89 Installing the Server amp Vignette Collaboration BE Ea INSTALLER vo COLLABORATION Do you wish to configure Vignette Collaboration to use a proxy server No C Yes Hostname Port lt Back f Cancel 28 Select No re If you are using a proxy server to allow this server access to external resources for example the Internet a LAN you must select Yes and complete the proxy information 29 Click Next 90 RWD uPerform 3 0 Administration amp Vignette
112. orm 199 Introduction to Customizing Options 200 Customizing the Delivered Website Folder 201 Using Cascading Style Sheets 202 Guidance on Modifying Cascading Style Sheets 202 RWD uPerform 3 0 Working with Website Skins 204 Using XSL Transformations 209 Guidance on XSL Transformations 209 Using Image Files 211 Previewing the Website Customizations 212 Using General Configuration Settings 213 Chapter 9 Managing the Recycle Bin 217 Introduction to the Recycle Bin 218 Restoring from the Recycle Bin 219 Chapter 10 Performing Routine Server Maintenance 221 Introduction to Routine Server Maintenance 222 Rebooting the Servers 222 Backups 222 System Maintenance Tasks 223 Startup and Shutdown Processes for uPerform 224 Additional Information and Troubleshooting 225 White Papers 225 Frequently Asked Questions 225 Index 227 Table of Contents Chapter 1 Introduction RWD uPerform provides authors and administrators wi
113. ould be installed in the following order o o o o Install and configure a dedicated database server Install the Autonomy search server Install the Vignette software on the application server Install the uPerform software on the application server 20 RWD uPerform 3 0 Administration Installation Checklist The following checklist can be used to track your progress through the installation synchronizing tasks Completed Task Reference Plan the server deployment page 10 Complete the installation planning checklist page 16 Install the Database Server page 22 Install the Search Server page 58 Install the Application Server page 76 Test the Vignette Installation page 95 Configure the search functionality page 99 Test the search configuration page 101 Install the RWD uPerform software page 104 Configure the RWD uPerform software page 117 Configure properties from the server workspace page 122 Import users via LDAP page 143 Schedule automated glossary publishing and page 146 RWD uPerform 3 0 21 Installing the Server Installing the Database Server specified Prior to installing refer to the Technical Specifications and the Release Notes The Technical Specifications and Release Notes can be found on the RWD uPerform and SAP knowledgebase websites A To ensure proper installation perform the procedures in this section in the order Execu
114. pecify whether or not to add the Sample Schemas to your database F Sample Schemas Cancel Help Back Einish 21 Click Next 36 RWD uPerform 3 0 Administration E Database Configuration Assistant Step 10 of 12 Initialization Parameters TE Automatic Manual A E Js al 22 Select the Typical radio button 23 Contact the database administrator to specify memory options for the database 24 Select the Character Sets tab RWD uPerform 3 0 37 Installing the Server Database Configuration Assistant Step 10 of 12 Initialization Parameters Memon a Siang character sets Connection Mode Database Character Set C Use the default The default character set for this database is based on the language setting of this operating system WESMSWVIN1 252 Use Unicode AL32UTF8 Setting character setto Unicode AL32UTF8 enables you to store multiple language groups C Choose from the list of character sets Database Character Set WEEMEWINI252 ME Windows Code Page 1252 6 biL National Character Set UTI Sl f Default Language american S Default Date Format Uniteastates O OZO oOo O y All Initialization Parameters Cancel Help Finish 25 Select the Use Unicode AL32UTFS8 radio button 26 Set the National Character Set to UTF8 Unicode 3 0 UTF 8 Universal ch
115. port number gt Configuring the Server After Upgrade 1 In Internet Explorer enter the uPerform server URL in the format http lt Collaboration ServerName gt and login to the server as the Admin user to confirm a successful upgrade If you are using a port other than the default port 80 for IIS you must enter the uPerform server URL in the format http lt CollaborationServerName gt lt IIS port number gt RWD uPerform 3 0 165 Upgrading an Existing uPerform Server Bile Edit View Favorites Tools Help Q O aA RWD uPerform Welcome to RWD uPerform Before you can use RWD uPerform 3 00 0 you must complete a few configuration steps When you are ready to begin click the Start button V Start E Done 2 Click Start 166 RWD uPerform 3 0 Administration Z Welcome to uPerform Microsoft Internet Explorer Ele Edt view Favorites Tools Help O 9 a aA Set Administrator Email Importing Required System Objects Upgrading Optional Components Configuring Required System Objects Import Website Configuration Defaults System Configuration Product Key Information Mi save Welcome For troubleshooting and assistance please contact RWD Support Client Name Product Key 3 Complete the following fields Perform The following steps are required for installation to be complete Y one Y one Y Done
116. ps Create Delete File Location Variables Cancel Help Finish 30 Click Next RWD uPerform 3 0 55 Installing the Server E Database Configuration Assistant Step 12 of 12 Creation Options f E ae 4 E E 31 Select Create Database 32 Click Finish 56 RWD uPerform 3 0 Administration General Purpose Use this database template to create a pre configured database optimized for general purpose usage Common Options Oracle JVM true Oracle Data Mining true Oracle Text true foraciexmuoe me Oracle Intermedia true Oracle OLAP true Oracle Spatial true Oracle Ultra Search Oracle Label Security 33 Click OK amp Database Configuration Assistant 34 Click Exit RWD uPerform 3 0 57 Installing the Server Installing the Search Server Before installing the search server install the database server as described in A Installing the Database Server on page 22 To ensure proper installation perform the procedures in this section in the order specified Installing the Autonomy IDOL Server 1 Log into the search server 2 Locate the installation files on your computer 3 Double click on 7 1_Collaboration_Search_Server_MSWin exe to launch the execut able 4 Click Run L server Autonomy Engish ias 5 Click OK 58 RWD uPerform 3 0 Administration D welcome
117. ptional field The default is 10081 Search Server Database This is an optional field The default is GICOLLABGI Index Server Service Name This is an optional field The default is VignFileSystemFetch 35 Click Next RWD uPerform 3 0 93 Installing the Server 4 Vignette Collaboration INSTALLER v iudi COLLABORATION BBE The following changes will be made to your system Vignette Collaboration will be installed in the following location C ARWDuPe 1 Collaboration This machine will not be part of a cluster The following environment settings will be applied Vignette Collaboration Hostname testtahoe nwd com Vignette Collaboration HTTP Port 8080 SMTP Server Relay Hostname mail rwd com Vignette Collaboration Memory Allocation 1400 Database Configuration Microsoft SQL Server Host upe011 Database Name test_collab_2 00 0 22 Database User test_collab_user_2 00 0 22 Search Server Configuration Autonomy IDOL Server Host testtahoe nvd com Autonomy IDOL Server ACI Port 9000 Autonomy IDOL Server Database Name GICOLLABGI FileSystemF etch Install Name VignFileSystemFetch zl i Cancel Q Review and verify that all data displayed is correct 36 Click Next rer This process may take several minutes 94 RWD uPerform 3 0 Administration Vignette Collaboration 5 x INSTALLER ov VIGNETTE _ Finished Vignette Collaborati
118. rms course Notification Notes delivered to LMS Receive uPerform Notifications Assessment status messages Receive uPerform Notifications amp Workflow AUTHOR e Browser e Email Get eLearning e OmniHelp Content e uPerform Authoring Interface RWD uPerform 3 0 9 Server Landscape and Installation Overview Understanding the uPerform Server Landscape The RWD uPerform server environment incorporates the following major components O A web server delivered with uPerform supports communication between uPerform and user web browsers and also includes the index server O A search engine delivered with uPerform creates and maintains a search database of content within uPerform O A Microsoft SQL Server or Oracle 10g database stores all content objects and indexed metadata O SMTP services provides email message delivery to support uPerform notifications Content developed with the uPerform editor can be checked into and managed with the uPerform server In addition most standard file formats including Microsoft Office word processing spreadsheet and presentation formats and Adobe Acrobat pdf files can be checked into uPerform and indexed These third party file formats are referred to as managed documents in the uPerform environment uPerform allows authors and content administrators to independently create and manage collaboration and personalization features such as discussions subscr
119. rocesses If you are upgrading to version 3 0 you can do so from versions 2 0 and higher It is ie recommended that you back up any version 2 X customizations the Autonomy IDOL Server and Vignette For more information on upgrading refer to Upgrading an Existing uPerform Server on page 155 116 RWD uPerform 3 0 Administration Configure the uPerform Server Configuring the Server After Installation 1 Open Internet Explorer 2 Enter the uPerform server URL in the format http lt CollaborationServerName gt and login to the server as the Admin user to confirm a successful configuration If you are using a port other than the default port 80 for IIS you must enter the uPerform server URL in the format http lt CollaborationServerName gt lt IIS port number gt Eile Edit View Favorites Tools Help amp ek O 2 J Peroni Welcome to RWD uPerform Before you can use RWD uPerform 3 00 0 you must complete a few configuration steps When you are ready to begin click the Start button ov Start I ra el lie tie errr 7 3 Click Start RWD uPerform 3 0 117 Configuring the Server Z Welcome to uPerform Microsoft Internet Explorer Ele Edit View Favorites Tools Help Om 0 AAA U Pelon The following steps are required for installation to be complete For troubleshooting and assistance please
120. s Protocol LDAP in order to automatically create uPerform user accounts RWD recommends that you conduct an import via LDAP only once to initially create user accounts Future users can be added to the Directory Server and brought into uPerform using the synchronize functionalities found in LDAP Settings For more information refer to Importing Users via LDAP on page 144 If you are planning to work with groups the following diagram represents a high level overview of the process of initially adding users imported via LDAP to groups Import Users Create Group uPerform Server Specify Synchronize Server Base Synchronize Groups Users for use DN and to rastrict content access with the Group Directory on the website to Server the specified group filtering of users imported information via LDAP For more information on working with groups refer to the companion manual Managing Content with RWD uPerform RWD uPerform 3 0 143 Configuring the Server Importing Users via LDAP This procedure assumes you are operating within a Microsoft Windows network Click Administration on the left menu Click Server Administration in the Administration area Click LDAP Settings in the Server Administration area Complete the following fields Field Description Location of LDAP Enter the name of the Directory Server Directory Example the computer name of the domain controller Base Name for users search
121. s on the template editor refer to the companion manual Managing Content with RWD uPerform 200 RWD uPerform 3 0 Administration Customizing the Delivered Website Folder The WWW RWDtPerform01 folder is delivered with the RWD uPerform server software and is stored on the uPerform application web server This folder contains all of the image style and transform files that control the formatting and display of the end user website Before creating a skin and customizing your website you must create a new folder based on the default RWDuPerform01 folder Creating a Custom Website Folder 1 Select the WWW RWDtPerform01 folder on the application server 2 Copy the folder 3 Paste the copied folder into the WWW folder 4 Rename the new folder using a name that is meaningful to your end user website for example AcmeERPO1 Do not use the text RWDuPerform in your new folder name as RWD may deliver A additional RWDuPerform folders in future uPerform releases 5 Refer to the following subsections for guidance on modifying the contents of your new custom folder RWD uPerform 3 0 201 Customizing Options Within uPerform Using Cascading Style Sheets A cascading style sheet CSS file allows you to maintain centralized settings for formatting options for example font and font size in one file for use by multiple HTML files uPerform uses CSS files to control the display of the end user website
122. se from the list of character sets Database Character Set WEEMEWINI252 ME Windows Code Page 1252 6 biL National Character Set UTI Sl f Default Language american S Default Date Format Uniteastates O OZO oOo O y All Initialization Parameters Cancel Help Finish 27 Select the Use Unicode AL32UTFS8 radio button 28 Set the National Character Set to UTF8 Unicode 3 0 UTF 8 Universal character set CESU 8 compliant 29 Click Next 54 RWD uPerform 3 0 Administration atabase Configuration Assistant Step 11 of 12 Database Storage F controttile Database Storage Datatlles Frarn the Database Storage page you can specify storage parameters for the database Redo Log Groups creation This page displays a tree listing and summary view multi column lists to allow you to change and view the following objects Control files Tablespaces Datafiles Rollback Segments Redo Log Groups From any object type folder click Create to create a new object To delete an object select the specific object from within the object type folder and click Delete Important If you select a database template including data files you will not be able to add or remove data files tablespaces or rollback segments Selecting this type of template allows you to change the following Destination ofthe datafiles Control files or log grou
123. som Collaboration Server HTTP Port boo o SMTP Server Relay Hostname mail rwd com Collaboration Server Memory Allocation 11400 MB 13 Complete the following fields Field Description Collaboration Server Enter the full DNS name This is a required field Hostname Examples UPE013 dev4000 rwdtech com OR test rwduperform com Collaboration Server HTTP This is a required field Port RWD recommends specifying port 8080 if it is unused SMTP Server Relay This is a required field Hostname Example mail rwd com Collaboration Server This is an optional field Memory Allocation MB RWD recommends specifying half of the physical memory of the server 14 Click Next RWD uPerform 3 0 83 Installing the Server amp Vignette Collaboration Bee VIGNETTE INSTALLER COLLABORATION Select the type of installation you wish to perform Single Server Cluster Back i Cancel 15 Select Single Server 16 Click Next 84 RWD uPerform 3 0 Administration amp Vignette Collaboration OE x VIGNETTE INSTALLER LV Rac Select the database server that Vignette Collaboration will use For details on database server versions that are supported with Vignette Collaboration see the Supported Platfarms Matrix for Vignette Collaboration at http supportvignette com Oracle Configuration Connectto and create a new Vigne
124. t 5 Inthe Current Language field select the language in which the phrase is to be modified 6 Click Display 7 Translations Current Page Current Language About Page English United States en_US 08 Display AboutServerVersion Server Version W Default AboutTitle About M Default l MyPhrase My Text 2 Delete Add Phrase bi Seve 2 Cancel 214 RWD uPerform 3 0 Administration 7 Perform one of the following options If You Want To Then Edit the standard phrases desired custom phrase Go to Step 10 Edit the standard phrase s to specify the To revert to the standard phrase click Default to the right of the phrase Add a phrase Click Add phrase Go to Step 8 Delete a phrase delete Click OK Q Go to Step 10 phrases Click Delete next to the phrase you want to You cannot delete standard uPerform Translations Current Page About Page AboutServerVersion AboutTitle MyPhrase Current Language English United States en_US Display Server Version Fan Default About Wy Default 3 My Text 3 Delete bal Seve Q Cancel Add Phrase 8 Enter a phrase title in the left most field RWD uPerform 3 0 215 Customizing Options Within uPerform The title can only contain characters A Z Special characters numbers and spaces are ie not permitted 9 Enter the correspond
125. t Do not use special characters 13 Confirm the password 14 Click Next 32 RWD uPerform 3 0 Administration Database Configuration Assistant Step 6 of 12 Storage Options Cancel Select the storage mechanism you would like to use for the database File System Use the File System for Database storage C Automatic Storage Management ASM Automatic Storage Management simplifies database storage administration and optimizes database layout for I O performance To use this option you must either specify a set of disks to create an ASM disk group or specify an existing ASM disk group C Raw Devices Raw partitions or volumes can provide the required shared storage for Real Application Clusters RAC databases if you do not use Automatic Storage Management and a Cluster File System is not available You need to have created one raw device for each datafile control file and log file you are planning to create in the database F Specify Raw Devi apping File Br Einish 15 Select File System 16 Click Next RWD uPerform 3 0 33 Installing the Server E Database Configuration Assistant Step 7 of 12 Database File Locations Specify locations for the Database files to be created Use Database File Locations from Template C Use Common Location for All Database Files Database Files Location Browse C Use Oracle Managed Files Database Area
126. t not run 10 Complete the following fields Field Description Enter the password The password for the user account indicated in the Enter the user name field Confirm password The password for the user account indicated in the Enter the user name field 11 Click Next 150 RWD uPerform 3 0 Administration Scheduled Task Wizard You have successfully scheduled the following task O RAWD uSchedule Windows will perform this task At 2 17 PM every day starting 7 11 2006 Open advanced properties for this task when click L Finish Click Finish to add this task to your Windows schedule 12 Click the Open advanced properties for this task when I click Finish checkbox and click Finish RWD uPerform 3 0 151 Configuring the Server RWD uSchedule Task Schedule Settings Security C AWINDOWS Tasks RWD uSchedule jab Run C Tasks RWD uSchedule exe Start in C Tasks Comments CORP id C Run only if logged on Enabled scheduled task runs at specified time 13 Complete the following field Field Description Run Append r to the end of the path to the RWD uSchedule executable to direct the task to execute the globalize and or publish tasks you specified when configuring the executable Example C Tasks RWD uSchedule exe r 14 Select the Settings tab 152 RWD uPerform 3 0 Adm
127. t START gt CONTROL PANEL gt ADD REMOVE PROGRAMS gt ADD REMOVE WIN DOWS COMPONENTS 2 Double click on Application Server g You must have domain level access in order to enable message queuing 76 RWD uPerform 3 0 Administration 8 9 Application Server xi To add or remove a component click the check box A shaded box means that only part of the component will be installed To see what s included in a component click Details Subcomponents of Application Server iti Application Server Console 0 0 MB ta M ASP NET 0 0 MB v B Enable network COM access 0 0 MB O ey Enable network DTC access 0 0 MB v ZF Intenet Information Services IIS 26 9 MB 7 Message Queuing 6 5 MB H Description Microsoft Management Console Snap in for the Application Server administrative interface Total disk space required 3 1 MB Details Space available on disk 12230 4 MB eal Cancel Ensure Message Queuing is selected If not selected select Message Queuing and click Details Select Common click OK click Next and click Finish Ensure that ASP NET is selected Click OK Click Cancel Select START gt CONTROL PANEL gt ADMINISTRATIVE TOOLS gt INTERNET INFORMA TION SERVICES IIS MANAGER Select LOCAL COMPUTER gt WEB SITES Right click on Web Sites 10 Select Properties 11 Click the Service tab RWD uPerform 3 0 77 Installing the Server
128. tabase Authentication SQL User Name SQL Password Name of Glossary database to be used by the installation uPerformGlossary lt Back Cancel 11 Enter the SQL Server DNS hostname in the SQL Server Name field 12 Enter the SQL administrator user name and password to enable upgrade of the existing Glossary database rei You must have administrative rights to specify a user name and password 13 Enter the name of the existing Glossary database in the Name of Glossary database to be used by the installation field 14 Click Next A If you are using SQL Server 2005 the upgrade process runs a check for the READ COMMITTED_SNAPSHOT command If the check fails or is set incorrectly you must run the command after the installation is complete For more information Turning On the READ_ COMMITTED SNAPSHOT Command on page 120 15 Go to Step 21 RWD uPerform 3 0 161 Upgrading an Existing uPerform Server ie RWD uPerform Server Setup iol x Oracle Database Connection Select the Oracle database server and security credentials to be used p rf rm For SQL script execution during installation calle n Database Server Hostname Database Authentication User Name Password Global Database Name service uPerformGlossaryl name Y Port OoOo O lt Back Next gt Cancel 16 Enter the Oracle DNS hostname in the Database Server Hostname field 1
129. ted to provide context sensitive help and simulations of the target application and actual scenarios are a useful component of realistic training programs Authors can also rapidly produce eLearning courses Courses can be published to the performance support website or to a Learning Management System LMS The LMS delivery method is well suited for standardizing and delivering training courses for business specific processes To manage content authors and administrators can leverage check in checkout versioning workflow and collaboration functionality Users can access content via a standard web browser provide feedback to authors and collaborate with other users to share knowledge 2 RWD uPerform 3 0 Administration There are two parts to the RWD uPerform application O Editor used to record create and edit content O Server used to configure and manage the document library website glossary and workflow functionality RWD uPerform 3 0 3 Introduction About This Manual This manual provides details regarding the system administration of uPerform including server installation and configuration Information related to using uPerform to create and manage content is provided in the companion manuals Creating Content with RWD uPerform and Managing Content with RWD uPerform Who Should Read This Manual This manual includes overview information and step by step procedures for system administrators F
130. tents i Chapter 1 Introduction 1 What is RWD uPerform 2 About This Manual 4 Who Should Read This Manual 4 Organization Of This Manual 4 Conventions Used In This Manual 5 Available Technical Support 6 Chapter 2 Server Landscape and Installation Overview 7 Introduction to Server Landscape and Installation Overview 8 Understanding the uPerform Server Landscape 10 Three Server Environment vs Two Server Environment 12 Confirming the Required Server Hardware and Software 14 Preparing to Install the Server 15 Indexing Overview ee 15 Installation Planning Checklist 16 Chapter 3 Installing the Server 19 Introduction to Installing and Configuring the Server 20 Installation Checklist 21 Installing the Database Server 22 Executing the Database Server Installation 22 Installing Microsoft SQL Server 22 Installing Oracle 26 Installing the Search Server 58 Installing the Application Server 76 Executing the Application Server Installat
131. ter the database port This is a required field Database Name Enter the name of an empty Microsoft SQL Server database The database name must be unique Semicolons are not permissible RWD uPerform 3 0 87 Installing the Server Field Description Database Username This is a required field The database username must be unique This is not the Vignette or SQL user eu Semicolons are not permissible Database Password This is a required field Enter a password for the new account The password is case sensitive An alphanumeric combination is recommended Do not use special characters Database Password Confirm This is a required field Confirm the password entered Content Filegroup This is a required Microsoft SQL field Enter Primary as the name of the content filegroup 24 Go to Step 26 25 Complete the following fields Field Description Database Hostname Enter the full DNS name This is a required field Database Port Enter the database port This is a required field Oracle SID Enter the name of an empty Oracle database The database name must be unique and cannot begin with a number Special characters are not permitted Database Username This is a required field The database username must be unique This is not the Vignette or Oracle user Semicolons are not permissible Database Passw
132. th a robust content development and management environment From recording and editing functionality through secure check in check out workflow and website deployment RWD uPerform expedites your development and delivery of training materials Introduction What is RWD uPerform The RWD uPerform application is a content development and delivery tool designed to enable authors and administrators to create manage and distribute documents simulations and eLearning courses Specifically RWD uPerform allows authors and content administrators to O Create edit and manage content O Collaborate within the authoring team to review content and share information Incorporate content in an electronic performance support system EPSS website and online help O Solicit and receive feedback from users O Deliver content personalization features such as subscriptions and favorites to authors and users The RWD uPerform recording functionality allows authors to capture screens buttons fields and other data as the author completes a task Via one automated recording session RWD uPerform creates a dual function single source document that is both a step by step procedural document and an interactive simulation Authors can produce a variety of document output types and simulation playback modes Published content can support classroom training performance support websites and online help HTML output is particularly well sui
133. thentication Default domain Realm Select coot_ we 33 Select Enable anonymous access 34 Ensure no options are selected under Authenticated Access 35 Click OK 36 Click OK 37 In the uPerform Collaboration folder right click on uPerformWS and select Proper ties 38 Select the Directory Security tab 130 RWD uPerform 3 0 Administration 39 In the Authentication and access control area click Edit Authentication Methods x Use the Following Windows user account for anonymous access User name IUSR_UPEO40 Browse Password eecccccccs m Authenticated access For the following authentication methods user name and password are required when anonymous access is disabled or access is restricted using NTFS access control lists I Integrated Windows authentication I Digest authentication for Windows domain servers J Basic authentication password is sent in clear text J NET Passport authentication Default domain Realm l Select Loox ca Hep 40 Select Enable anonymous access 41 Ensure no options are selected under Authenticated Access 42 Click OK 43 Click OK 44 In IIS create a new website by right clicking on the Web Sites folder and selecting WEB SITES gt NEW gt WEB SITE RWD uPerform 3 0 131 Configuring the Server Web Site Creation Wizard xi Web Site Desciption Describe the
134. ting the Database Server Installation RWD uPerform supports the Microsoft SQL Server and the Oracle Enterprise server Refer to the following subsections for more information The procedures in the following subsections contain default settings for installing Microsoft SQL and Oracle Please contact your database administrator for information on any custom settings to be used in your uPerform environment Installing Microsoft SQL Server RWD uPerform supports the use of Microsoft SQL Server 2000 or SQL Server 2005 ie If you will be installing Microsoft SQL Server and will be using double byte languages in your uPerform implementation you must install SQL Server 2005 The documentation provided with the SQL Server products provides complete instructions on installing SQL Server Refer to the following for detailed installation instructions O Installing SQL Server 2005 http msdn2 microsoft com en us library ms143516 aspx O Installing SQL Server 2000 http msdn2 microsoft com en us library aal76559 SQL 80 aspx Additional reference resources for SQL Server can be found at the following locations O Microsoft SQL Server TechCenter http www microsoft com technet prodtechnol sql default mspx O MSDN SQL Server http msdn2 microsoft com en us library ms950403 aspx 22 RWD uPerform 3 0 Administration Creating a Blank Database for Microsoft SQL Server 1 Select START gt ALL PROGRAMS gt MICROSOFT SQL S
135. tion will be uninstalled from the following location C Progra 1 RVWVDuPe 1 Collaboration Back Uninstall Cancel 6 Click Uninstall RWD uPerform 3 0 187 Uninstalling the Server fv Vignette Collaboration Oix ai VIGNETTE INSTALLER ME COLLABORATION 7 0 Please read the summary information below The InstallShield Wizard has successfully uninstalled Vignette Collaboration Choose Finish to exit the wizard 7 Click Finish Deleting the uPerform Directory 1 Using Windows Explorer select the uPerform Location Collaboration folder 2 Select FILE gt DELETE 3 Click Yes at the confirmation prompt Deleting the Microsoft SQL Server Database 1 Login to the database server 2 Delete the Glossary and Collaboration databases used by your uPerform instance 188 RWD uPerform 3 0 Administration Deleting the Oracle Database 1 Select START gt ALL PROGRAMS gt ORACLE ORADB10G_HOME gt CONFIGURATION AND MIGRATION TOOLS gt DATABASE CONFIGURATION ASSISTANT EB Database Configuration Assistant Welcome Welcome to Database Configuration Assistant for Oracle database The Database Configuration Assistant enables you to create a database configure database options in an existing database delete a database and manage database templates Cancel Help Back 2 Click Next RWD uPerform 3 0 189 Uninstalling the Server Database Configuration Ass
136. tored Restoring an Item From the Recycle Bin 1 Log into the uPerform server via a web browser 2 cick Mediamlaaiad 3 Select the project from which the item was deleted 4 Click Recycle Bin on the left menu 5 Click on the hyperlink of the object to restore 6 Click OK to restore the object RWD uPerform 3 0 219 Managing the Recycle Bin 220 RWD uPerform 3 0 Chapter 10 Performing Routine Server Maintenance To ensure optimal operation of your RWD uPerform server environment several routine maintenance tasks should be performed regularly These tasks include executing periodic backups and regularly reviewing available logs 221 Performing Routine Server Maintenance Introduction to Routine Server Maintenance In addition to your crucial backup activities you should also plan to perform other routine system maintenance tasks on the uPerform servers Rebooting the Servers If you need to reboot the search server or the database server shutdown the uPerform environment as described in Shutting Down the uPerform Environment on page 224 before rebooting At startup one of the first processes executed by the uPerform server application is to communicate with the search server If the search server is not running the indexing service may fail Consequently after rebooting the search server must be running before starting the uPerform application server Confirm the search server
137. tte Collaboration and defaults to the same location You must install uPerform into the same directory 106 RWD uPerform 3 0 Administration ji RWD uPerform Server Setup mm E Glossary Database Options E lect the Gl dat d action to be taken duri oy Select the Glossary database type and action to be taken during Perform installation 4 Select the type of database Microsoft SQL C Oracle 10g Select the database action C Create new Glossary database C Connect to existing Glossary database 3 00 0 9 lt Back Next gt Cancel 7 Perform one of the following options If You Want To Then Install uPerform on the Microsoft Select the Microsoft SQL radio button SQL Server Select Create new Glossary database Click Next Go to Step 8 Install uPerform on Oracle Select the Oracle radio button Select Create new Glossary database Click Next Go to Step 11 RWD uPerform 3 0 107 Installing the Server ji RWD uPerform Server Setup 5 x SQL Server Connection Select the SQL server and security credentials to be used For SQL script lev p erf orm execution during installation SQL Server Name rwd 608041 Browse Database Authentication SQL User Name SQL Password fsa ee Name of Glossary database to Perform Glossary be used by the installation lt Back Cancel 8 Complete the following fiel
138. tte Collaboration database Connect to an existing Vignette Collaboration database C will configure my database later cou no oe 17 Perform one of the following options If You Want To Then Install the Vignette Software on Select the Microsoft SQL Server radio button Microsoft SQL Server Install the Vignette Software on Select the Oracle radio button Oracle 18 If you are performing a clean installation select Connect to and create a new Vignette Collaboration database If you are connecting to an existing database select Connect to an existing Vignette Collaboration database 19 Click Next RWD uPerform 3 0 85 Installing the Server amp Vignette Collaboration INSTALLER Bis pai VIGNETTE COLLABORATION Please enter a DBA username and password This information will be used to create the Collaboration database structure and is not stored after the installation completes DBA Username DBA Password DBA Password Confirm uPerform cou ao a 20 Complete the following fields Field Description DBA Username This is a required field Enter the name of the system administrator you created in Installing the Search Server on page 58 DBA Password This is a required field Enter a password for the new account The password is case sensitive An alphanumeric combination is recommended DBA Password Confirm This
139. ucts rwd com For customers who license RWD uPerform through the RWD SAP global reseller agreement the SAP hosted knowledgebase is available at http service sap com RWD uPerform 3 0 225 Performing Routine Server Maintenance 226 RWD uPerform 3 0 RWD uPerform 3 0 Index A application server installing 76 testing installation 95 automated tasks server 146 Autonomy uninstalling 192 B backups 222 Cc cascading style sheets 202 checklist installation 16 21 154 170 client folders 174 installing 174 overview 172 client hardware 173 client hardware and software confirming 173 client software 173 configuring post installation 117 search 99 search server 73 server properties 122 SMTP settings 122 123 124 confirming client hardware and software 173 server hardware and software 14 content restoring from recycle bin 219 create blank database 23 Oracle blank glossary database 27 oracle blank collaboration database 42 CSS 202 CSS files modifying 202 customizing CSS files 202 images 211 website folder 201 XSL files 209 customizing options overview 200 D database create blank SQL 23 database server 22 SQL 22 deleting Oracle database 189 SQL Server database 188 uPerform directory 188 G general configuration website 213 l images customizing 211 implementing SSO 125 importing users via LDAP 144 indexing overview 15 installation checklist 16
140. username Application Data RWD uPerform version x xx O Windows Vista C Users username App Data Roaming RWD uPerform version X XX These folder structures and the content of the folders must be maintained to ensure proper operation of the client 174 RWD uPerform 3 0 Administration A description of the folders available within the above locations follows Oo m ua O OF g configuration Contains recorder configuration files and application settings that are retained from session to session data Contains files to support the publishing of simulations and courses in Flash format documents Created in the Application Data folder structure upon application launch Stores extracted documents and templates that are currently open in the editor Do not modify the contents of this folder while the editor is open fonts Contains font files used for publishing logs Created in the Application Data folder structure upon application launch Contains editor recorder publishing and batch check in log files skins Contains skins for the course player background stencils Contains stencils for developing courses templates Contains standard and custom templates available from the uPerform editor spellcheck Contains spellcheck dictionaries in available languages temp The temporary working directory for the application unpacked The working directory for skins stencils and templates upgrade C
141. want to perform IV Process Glossary Queue IV Process Publishing Queue IV Synchronize Users and Groups Save Run 146 RWD uPerform 3 0 Administration 2 Complete the following fields Field Description Enter the URL to the Enter the URL to the uPerform application server uPerform Server Example http myserver uperform com Process Glossary Queue Select the Process Glossary Queue checkbox to execute a globalize task Process Publishing Queue Select the Process Publishing Queue checkbox to execute a publish task Synchronize Users and Select the Synchronize Users and Groups Groups checkbox to execute a synchronize task 3 Click Save to save your configuration settings for use in a Microsoft Windows task ro To execute your settings immediately click Run 4 Select START gt CONTROL PANEL gt SCHEDULED TASK gt ADD SCHEDULED TASK Scheduled Task Wizard This wizard helps you schedule a task for Windows to perform You select the program you want Windows to run and then schedule it for a convenient time Click Next to continue 5 Click Next RWD uPerform 3 0 147 Configuring the Server Scheduled Task Wizard Click the program you want Windows to run To see more programs click Browse Application Version 5 1 2600 218 J Address Book 6 00 2900 21 FE Adobe Acrobat 7 0 Standard TE Adobe Acrobat Speed Launc B Adobe Download Man
142. xe to start the installation 5 Click Run Vv Vignette Collaboration BME E INSTALLER v Aea di COLLABORATION Collaboration 7 1 0 Build 365 Welcome to Vignette Collaboration This program will install Vignette Collaboration Server Before continuing please ensure that you have read the Release Notes and that you are using a supported platform The latest Release Notes and Supported Platforms Matrix are available at httpisupportvignette comVOLSS Resources Indexl 2211 8 00 html come 6 Click Next RWD uPerform 3 0 79 Installing the Server amp Vignette Collaboration ME E a VIGNETTE INSTALLER AF COLLABORATION End User License Agreement for this Vignette Software Program IMPORTANT READ CAREFULLY ELECTRONIC END USER LICENSE AGREEMENT Agreement FOR THIS VIGNETTE SOFTWARE PROGRAM NOTICE TO END USER This is a legal agreement between you either an individual or an entity You or Client and either i Vignette Corporation Vignette or ii the licensor specified on the applicable license schedule executed by Client and such licensor the Schedule for this Vignette software program Program together with Vignette the Licensor provided however that if Client and Licensor have both fully executed Vignette s Corporate Master Agreement CMA the terms of the CMA will supersede the terms of this Agreement THIS ISA BINDING CONTRACT BY INSTALLING THIS SOFTWA
143. y http www autonomy com Autonomy creates and maintains indexes of the information stored in uPerform The following is a partial list of the file formats indexed by Autonomy o o o o o Microsoft Office formats Adobe Acrobat pdf format HTML formats including htm and html XML formats including xml xsd and xsl ASCII txt format RWD uPerform 3 0 15 Server Landscape and Installation Overview Installation Planning Checklist Prior to beginning the installation use the following checklist to note required information Entering this information now will assist you in verifying and confirming information during the installation process General Installation Information Database Server DNS Name Application Server DNS Name uPerform DVD or Install Path Is Proxy Required Yes No Proxy Authentication Required If proxy authentication is required users must enter the user ID and password in the uPerform client Yes No Proxy Server Proxy Port Proxy Type HTTP Socks Other Search Server Installation Information Search Server Name Mail Server Address static IP address or DNS name Mail Server Port default is 25 Application Server Install Information Collaboration Server DNS Name Collaboration Server HTTP Port STMP Server Mail Server Name Database Administrator User Name database admin
144. y dat file location The license file is provided with the Search Server Installer A You must select the correct path to the license file or you will have to reinstall 26 Click Open 27 Click Next RWD uPerform 3 0 71 Installing the Server V2 Autonomy IDOL server 5 0 5 Welcome Windows Admin Privilege License Agreement EA Select Install Set Select Install Folder Select Shortcut Folder FA DOL server Host IDOL server Port Settings DISH Server Port Settings License Server Location Executable and Service SMTP Server Details DISH LicenseKey File D Pre Installation Summary 28 Click Install Pre Installation Summary Please Review the Following Before Continuing Product Name IDOLserver Install Folder C Autonomy IDOLserver Shortcut Folder Do Not Install Product Components IDOL Server DISH License Server Disk Space Information for Installation Target Required 426 428 574 bytes 72 RWD uPerform 3 0 Administration PJ a ae Install Complete Welcome Windows Admin Privilege License Agreement Please edit the IDOL Server cfg file to configure your set up Select Install Set Select Install Folder Select Shortcut Folder IEA IDOL server Host IDOL server Port Settings DISH Server Port Settings License Server Location Executable and Service SMTP Server Details DISH LicenseKey File Pre Installation Summary Congratulatio
145. yles and XSL files that dictate website display and 3 managing website configuration options such as content filtering and standard phrasing 199 Customizing Options Within uPerform Introduction to Customizing Options The uPerform website folder contains all of the files necessary to drive the display of your end user website These files are organized via the use of a customizable website skin which controls the visual display and layout of your end user website You can modify and preview your website changes in a staging area prior to modifying your production environment Website customization steps include O Create a website folder O Create a skin 1 Customize the files within the website folder for use with the skin The WWW RWDtPerform01 website folder on the uPerform application server contains three subfolders used in the customization process O Images Contains images used on the end user website Style Contains customizable cascading style sheet CSS files O Transform Contains customizable Extensible Stylesheet Language XSL files The WWW RWDtPerform01 folder is located in the uPerform Installation Location Collaboration directory It is recommended that you create a new website folder using the RWDuPerform01 folder as a template The layout of uPerform content files and the display of publications intended for your end users can be modified via the template editor For complete detail
146. your computer click Change Remove U McAfee VirusScan Enterprise B Microsoft NET Framework 2 0 5 RWD uPerform JB RWD uPerform Collaboration Server 5 Vignette Collaboration Virtual Machine Additions 5 Windows Server 2003 Service Pack 1 Size Size Size Size Size Size Add or Remove Programs BEE 38 01MB 88 36MB 40 69MB 104 00M6 327 00MB 0 83MB 11 Select Change Remove D Introduction Aboutto uninstall Uninstalling y IDOLserver Uninstall Complete Uninstall IDOLserver This will remove features installed by InstallAnywhere It will not remove files and folders created after the installation 12 Click Next Previous 196 RWD uPerform 3 0 Administration 2 Uninstall D introduction Uninstalling Uninstall Options Please select one of the following options Complete Uninstall Completely remove all features and components of IDOLserver that were installed by InstallAnywhere Files and folders created after the installation will not be affected Uninstall Complete Uninstall Specific Features Choose specific features of IDOLserver that were installed by InstallAnywhere to be uninstalled 13 Select Complete Uninstall 14 Click Next 4E Uninstall OLX Uninstall Complete Introduction A i ing K Uninstalling Unable to remove directory C Autonomy IDOLservenIDOLitemplates o Uninstall Complete Unable to remove directory C Aut

File

Contents

Download Pdf Manuals

Related Search

Related Contents