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IBM Lotus Domino Document Manager (d53kxll

1. Chapter 9 Troubleshooting Document Manager Server Configuration Problems If a Lotus Domino Document Manager server is not configured correctly users may run into errors when they try to perform various tasks For example when creating a document via the browser client the user may see a message such as Form Processed or Agent Done Alternatively the Document Manager log file domdoc log located in Document Manager directory may report an error condition such as The Domino Doc Configuration database could not be opened Such problems can occur if the Document Manager server cannot identify itself on the network In some cases this may be the result of a subtle server misconfiguration This chapter provides suggestions for locating and correcting the source of the problem e Checking server configuration e Checking server information in profile documents e Checking template signatures Checking server configuration To check that the Document Manager server name and other related settings are correctly specified follow these steps 1 Log on to the Document Manager server using an administrator ID a Notes ID that is a Domino administrator 2 Open the server s Address Book or Domino Directory names nsf 3 Open the server s Server document 4 On the Basics tab check the server address specified in the Fully qualified Internet host name field From an operating system shell on the s
2. a7 FP YS N 92 Document Manager Installation Guide Installing the Document Manager controls The Document Manager controls provide faster access to documents for Notes client users If the majority of your users rely on the Notes client to access Document Manager you should enable the use of the Document Manager controls during library setup Doing so however requires all users of that library to install the controls There are two ways you can install the Document Manager controls e You can let the users install the control for themselves as they access a Control enabled library for the first time e Alternatively you can install the controls in advance using functions in Library Administration Automated Installation procedure for end users If the user enters a library that was set up to use the controls and the workstation has not had the controls previously installed Document Manager displays a messaging asking whether to install the files associated with the controls If the user agrees to install the controls the Document Manager banner and InstallShield dialog box appear briefly When the hourglass pointer reverts to an arrow the installation is complete Manual Installation procedure for administrators To install the controls perform the following steps at the user s workstation 1 Open the Document Manager library For example from a Notes client choose File Database Open specify the name of the Domin
3. 18 19 20 Note Default settings are listed below for reference however your particular LDAP server may be configured differently To ensure that you specify the correct settings check with your organization s LDAP administrator e Set Object Class for LDAP Groups according to your type of LDAP server For Active Directory enter group For Domino enter dominogroup For iPlanet enter groupofuniquenames For SecureWay enter groupofuniquenames e Set Attribute for group members according to your type of LDAP server For Active Directory enter member For Domino enter member For iPlanet enter uniquemember For SecureWay enter uniquemember Note Document Manager supports the use of static groups only where the members are listed directly as an attribute of the particular group e Set How many levels to expand groups to the number of nested groups you want Document Manager to display in dialog boxes for example when you specify document security or review and approval settings The default setting zero 0 expands all nested groups For example if you set this option to 1 Document Manager displays only the top level group to see more levels of nested groups you can specify a higher value Optional Select a Search Type If you select Domain Search enter the name of the Domain Search server for example server2 acme in the space provided Note The Domain Search s
4. For some general administrative tasks such as backup and recovery you need to use the same iSeries commands and interfaces that you use to administer Domino servers on iSeries For details and examples see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i400help nsf Installing a Document Manager replica server on iSeries The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Lotus Domino Document Manager installation e Performed the planning recommendations outlined in Planning your Lotus Domino Document Manager installation Installed the master server Information and procedures for installing Lotus Domino Document Manager on an iSeries replica server are organized as follows e Pre installation tasks e Installation procedure e Post installation tasks Performing replica server pre installation tasks for iSeries While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some preplanning on your part Use the checklist below to ensure a smooth installation Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Performing replica server pre upgrade tasks for iSeries 1 Check the Domino for iSeries Web site for the latest tips on installation and use and to verify that
5. Lotus Document Manager Version 6 5 1 Installation Guide G210 1645 00 Disclaimer THE INFORMATION CONTAINED IN THIS DOCUMENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACY OF THE INFORMATION CONTAINED IN THIS DOCUMENTATION IT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED IN ADDITION THIS INFORMATION IS BASED ON IBM S CURRENT PRODUCT PLANS AND STRATEGY WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THE USE OF OR OTHERWISE RELATED TO THIS DOCUMENTATION OR ANY OTHER DOCUMENTATION NOTHING CONTAINED IN THIS DOCUMENTATION IS INTENDED TO NOR SHALL HAVE THE EFFECT OF CREATING ANY WARRANTIES OR REPRESENTATIONS FROM IBM OR ITS SUPPLIERS OR LICENSORS OR ALTERING THE TERMS AND CONDITIONS OF THE APPLICABLE LICENSE AGREEMENT GOVERNING THE USE OF IBM SOFTWARE Licensed Materials Property of IBM Copyright IBM Corporation 1997 2004 All rights reserved US Government Users Restricted Rights Use duplication or disclosure restricted by GS ADP Schedule Contract with IBM Corp Lotus Software IBM Software Group One Rogers Street Cambridge MA 02142 List of Trademarks IBM the IBM logo AIX AS 400 Domino Domino Doc iSeries Lotus Lotus Notes Notes OS 400 Sametime SecureWay SmartSuite and Word Pro are trademarks or registered trademarks of International
6. QIBM UserData Lotus Domino Doc e ddmtrans ntf Domino Doc transaction manager template e ddmconfg ntf Domino Doc configuration template e dmlog ntf Domino Doc log template e domdoc ntf Domino Doc library template e filecab ntf Domino Doc file cabinet template e ddadmin ntf Domino Doc Site Administration template for creating ddadmin nsf to configure Lotus Domino Document Manager libraries on a server e ddmddig nsf Document Manager Installation Guide this book e ddmadmgd nsf Document Manager Administrator s Guide e ddmusrgd nsf Document Manager User s Guide e ddmddpg nsf Document Manager Programmer s Guide e ddmddwf nsf Document Manager and Lotus Workflow Integration Guide Using ADDDOMDOC When you run the ADDDomMDoc command the process Copies the ntf files to the Domino server data directory Creates the Site Administration database ddadmin nsf in the Lotus Domino Document Manager subdirectory specified on the ADDDOMDOC command For Master install copies the nsf files to the Lotus Domino Document Manager subdirectory specified on the ADDDOMDOC command If the ntf and nsf files already exist they are backed up to the ddbu subdirectory where is a number Copies the gif files to the icon subdirectory of the data directory Creates the replica IDs for the ntf and nsf files If the files already exist the replica IDs are preserved Adds the transaction mana
7. notes If you are using server to server replication run a replication cycle by entering Repl replicaservername domain Shut down the Domino server software on the installation machine by entering exit or quit at the Domino server console gt quit Become the super user by either logging in as root or using the su command su password password AIX users only Mount the CD smit mountfs Insert the Document Manager CD into the CD ROM drive Solaris users only Allow the automounter to mount the CD Chapter 3 Installing Document Manager on AIX or Solaris 27 8 Change to the appropriate distribution directory for example cd mnt cdrom aix install cd cdrom docmgr651 solaris install 9 Install the Document Manager server software by running part 1 of the installation program provided with Document Manager installl 10 When prompted do the following e Specify the Domino server data directory For example type local notes data and then press ENTER Domino must use the same directory that it used when you installed the previous version of Document Manager Domino Doc e When the program indicates that it has detected a previous version of Document Manager Domino Doc and asks whether you want to upgrade or overwrite the installation type u and then press ENTER e When asked which type of server you want to install type m to upgrade the master server e When ask
8. Go toa Notes client to perform the new replica server setup procedure For details see Setting up a new replica server in the chapter that describes setup on all server platforms For some general administrative tasks such as backup and recovery you need to use the same iSeries commands and interfaces that you use to administer Domino servers on iSeries For details and examples see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i400help nsf Upgrading a Document Manager master server on iSeries This section contains information and procedures for upgrading a Lotus Domino Document Manager master server on iSeries including e Pre upgrade tasks e Upgrade procedure e Post upgrade tasks Performing master server pre upgrade tasks for iSeries If you have Domino Doc 3 1 or later installed on OS 400 you can upgrade to Document Manager 6 5 1 To upgrade from earlier Domino Doc versions you must first upgrade to Domino Doc 3 1 Before upgrading your previous version of Lotus Domino Document Manager Domino Doc perform the following tasks 1 Make sure that your Configuration Transaction Log and Library databases have their original names and are located in the directory in which Document Manager Domino Doc was originally installed for example domdoc Note If the Document Manager Domino Doc directory was changed after installation the upgrade process may appear t
9. Installation overview AIX or Solaris 1 ee ee ee ee ee ee eee 15 System requirements for AIX or Solaris 6 ee ee eens 16 Skill requirements for installing on AIX or Solaris 2 ee ee ee eee 18 Installing a Document Manager master server on AIX or Solaris 21 ee ee ee ee eee 18 Installing a Document Manager replica server on AIX or Solaris 2 6 ee eee 22 Upgrading a Document Manager master server on AIX or Solaris 0 eee ee eee 26 Upgrading a Document Manager replica server on AIX or Solaris 2 0 ee ee eee 30 Removing Document Manager server software from AIX or Solaris 2 6 eee ee ee eee 34 4 Installing Document Manager on iSeries 400 37 Installation overview iSeries 2 ee ee ee tee ee ee ee eee eens 37 System requirements for iSeries nss se eee Ge eons et oa es Ge SS oe VS AE AE GS ag ae a 39 Skill requirements for installing on iSeries 2 ee ee eee eee 39 Installing a Document Manager master server on iSeries 1 ee ee eee 41 Installing a Document Manager replica server on iSeries 2 1 ee ee eee 46 iii Upgrading a Document Manager master server on iSeries 6 1 ee ee eee 51 Upgrading a Document Manager replica server on iSeries 2 6 ee ee eee 56 Removing Document Manager server software from iSeries 2 0 ce ee ee eee 61 5 Installing Document Manager on Windows 000 63 Installation overview Windows 0 0 0c eee ee ee eee
10. Setting up a new master server This section describes how to continue the Setup procedure on a new Document Manager master server and create the first library 1 2 3 10 Complete the common setup procedure Click Create Library Enter a unique name for the new library If you change the library name after navigating to the second page of this procedure be sure to click Update Group Names on the second page Accept the default Binder Table of Contents control or choose the Notes folders view The default setting provides better performance using Notes folders allows greater customization and does not require any client side components to be installed For more information see About the Binder Table of Contents in the Document Manager Administrator s Guide Accept the default Library Design Template domdoc ntf or specify a different template name if you have a customized template that you need to use Note The Template Title as found in Database Properties Design must be of the format DominoDocLibraryxxx If the name is not in this format errors will occur For more information see Customizing the library design template in the Document Manager Administrator s Guide Accept the default File Cabinet Template filecab ntf or specify a different template name if you have a customized template that you need to use Click Continue Optional Select additional Administrators and or File Cabine
11. This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager on an iSeries server in these sections Installation overview Hardware and software requirements Skill requirements Installing a Document Manager master server Installing a Document Manager replica server Upgrading a Document Manager master server Upgrading a Document Manager replica server Removing Document Manager server software After server installation is complete the installer or the person designated as Site Administrator must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview iSeries The installation process on iSeries consists of two parts 1 2 Using LODRUN to unload the software from the Lotus Domino Document Manager CD and install it on the iSeries system Using ADDDOMDOC to add the software to the Domino server Using LODRUN When you run the LODRUN command the process Installs executable programs for Lotus Domino Document Manager in the iSeries library named QDOMDOC Installs ntf template nsf database and gif icon files in the iSeries directories QIBM ProdData Lotus Domino Doc and QIBM ProdData Lotus Domino Doc MRI29xx where xx is a number associated with the installed language version 37 Copies the following ntf and nsf files to the directory
12. see the Domino for iSeries documentation 3 Using the administrator workstation e Verify that you as the administrator can create replica databases on the Domino server Open the Server document in the Directory Address Book and look at the Create new replicas field in the Security section e Verify that the system groups that Document Manager will create do not conflict with groups already in use in your server s Directory Chapter 4 Installing Document Manager on iSeries 400 57 4 Shut down the Domino server For details on stopping a Domino server see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i400help nsf Insert the Document Manager CD into the iSeries CD ROM drive Install the Document Manager server software using the iSeries LODRUN command Enter the LODRUN command as follows lodrun dev opt dir os400 The system installs the Document Manager software on iSeries as a Licensed Program Product 7 Enter the following iSeries command to display a list of installed software to verify that the Document Manager software is installed on the iSeries system dspsfwrsc 8 Look for items that have a Resource ID of 5769LDD There should be two items with this resource ID one for the CODE feature type and another for the LNG feature type 9 Press F11 to see the Lotus Domino Document Manager for iSeries version The Release column indicates the version Fo
13. 5 Insert the Lotus Domino Document Manager CD into the iSeries CD ROM drive 6 Install the Lotus Domino Document Manager server software using the iSeries LODRUN command Enter the LODRUN command as follows lodrun dev opt dir os400 The system installs the Lotus Domino Document Manager software on iSeries as a Licensed Program Product 7 Enter the following iSeries command to display a list of installed software to verify that the Lotus Domino Document Manager software is installed on the iSeries system dspsfwrsc 8 Look for items that have a Resource ID of 5769LDD There should be two items with this resource ID one for the CODE feature type and another for the LNG feature type 9 Press F11 to see the Lotus Domino Document Manager for iSeries version The Release column indicates the version For example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Lotus Domino Document Manager software to a Domino server Note The following procedure runs the ADDDoMDOoc command interactively Adding the Lotus Domino Document Manager software to each Domino server takes from 3 to 30 minutes depending on the iSeries model Set up the Lotus Domino Document Manager software on a server during periods when the system is not heavily loaded to minimize the effect on system users If you prefer you c
14. 86 Document Manager Installation Guide Upgrading custom library and file cabinet templates Document Manager automatically backs up domdoc ntf and filecab ntf and then replaces the current templates with new ones If you have templates that are not named domdoc ntf and filecab ntf you must back up and upgrade them manually since Document Manager does not do this for you Warning You must upgrade such templates before opening ddadmin nsf and completing the upgrade If you omit this no file cabinets that inherit from your special templates will be upgraded Follow the procedures below to back up your existing custom templates create new templates and then copy the customizations from your backed up templates into the new templates Backing up custom templates Follow the steps below to make sure your customizations remain intact 1 At the file system level move any custom copies of domdoc ntf and filecab ntf for example domdochr ntf and filecabhr ntf to the same directory where the installation program backed up domdoc ntf and filecab ntf This is the highest numbered ddbu subdirectory of your server s data directory 2 Identify customizations for example DocEvents your company logo custom document and binder types that have been made to the custom copies of the library template and the file cabinet template Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the custo
15. Administrator s Guide Use this procedure to load the transaction manager 1 If you are using iSeries start the Domino server console by entering one of the following iSeries commands e Work with Domino Console WRKDOMCSL e Work with Domino Servers WRKDOMSVR and select option 8 Load the transaction manager add in task If you are using iSeries or Solaris enter the following command at the Domino server console gt load ddmtran If you are using Windows NT re boot the server When you see Transaction Manager Initialization the Transaction Manager is running Go to the Document Manager master server and open the Library to be replicated From Library Administration select Replication and then New Replica to create a library replica Replicate with the Domino server hosting the master Document Manager installation For example at the Domino server console enter gt repl masterservername Chapter 6 Setup Procedure for All Platforms 85 Upgrading a master server This section describes how to continue the Setup procedure on an upgrade of a Document Manager Domino Doc master server Follow this procedure to upgrade Document Manager Domino Doc to the current release 1 Complete the master server post upgrade tasks for AIX or Solaris iSeries or Windows 2 Open the Domino Doc Site Administration database ddadmin nsf The upgrade proceeds automatically If prompted provide any requested inform
16. Doc Library template domdoc ntf Domino Doc File Cabinet template filecab ntf Domino Doc Transaction template ddmtrans ntf Domino Doc Log template dmlog ntf Domino Doc Configuration template ddmconfg ntf Domino Doc Site Admin template ddadmin ntf To verify that each template is signed correctly follow these steps 1 Using Domino Designer open the Domino Doc Library template domdoc ntf located in the server data directory typically c lotus domino data or c domino data For each design element check that the Last Modified By field lists a valid administrator ID If the name listed is not an appropriate administrator ID you will need to re sign the template using an appropriate administrator ID Note Be sure to check each design element in Forms Agents Subforms Script Libraries Database Scripts and Navigators Repeat steps 1 and 2 for each Document Manager template and custom template If needed re sign any templates that were not signed with the appropriate administrator ID For detailed instructions see the Signing templates and databases chapter After you finish re signing any templates type the following command at the Domino server console to refresh the design of the databases load design Chapter 9 Troubleshooting Document Manager Server Configuration Problems 101 Index D Database links creating 88 Databases signing 96 Desktop Enabler installing 91 rem
17. Domino HTTP server This is the string that follows the http portion of the address of your server for example www lotus com or domino lotus com Note If your Domino Web server uses a port other than 80 for HTTP you use the following address syntax http myHTTPServer port librarynameLIB nsf The host name is used to construct URLs for access to file cabinets These URLs are included in the e mail messages sent to users who are invited into file cabinets You should keep this in mind when you choose between using your server s host name or an IP address People outside your corporate network may not be able to resolve your host names If you collaborate with such people you might prefer to use an IP address rather than a host name Planning your disk space requirements Disk space requirements vary with the number of users and the number and size of documents The amount of disk space required by an active document management system can be large Be sure that there is enough free disk space to handle the expected volume of documents given the average expected size of a document number of users and rate of document generation Document Manager lets you spread a file cabinet across several Notes databases and also supports Notes directory links Chapter 2 Planning Your Document Manager Installation 9 Planning for your administrators Document Manager has three classes of users who help maintain yo
18. Manager installl Select the language in which you want to read the license agreement and read it When prompted and using the information gathered during pre installation do the following e Specify the Domino server data directory For example type local notes data and then press ENTER e When asked which type of server you want to install type m to select Master and then press ENTER e When asked the name of the directory where you want the Document Manager files installed the directory shown is a subdirectory of the Domino data directory accept or change the directory name shown and then press ENTER e When asked to confirm that you want to continue the installation type y and then press ENTER If you choose to cancel the installation the program terminates with no modifications to your server Note It can take several minutes for the installation to complete After part 1 of the installation is complete the shell prompt reappears Switch back from being the super user exit Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes Run part 2 of the installation program provided with Document Manager install2 Chapter 3 Installing Document Manager on AIX or Solaris 21 13 When prompted and using the information gathered during pre installation specify the name of the Domino server on which you are installing you can accept or change the na
19. Manager uses your foreign domain if specified when sending e mail to newly registered browser users It also enters this domain into the Mail Domain field of the Person document that it creates e The HTTP server cannot access databases on other servers therefore if you plan to use server to server replication be sure to replicate the Library and all file cabinets 12 Document Manager Installation Guide e For users who will access Document Manager through a Web browser you need to create a link to the Domino data directory so they can properly access libraries without encountering multiple password prompts For more information see Creating the database link ODMA users The Desktop Enabler lets users access the Library directly from within ODM A enabled applications The Desktop Enabler provided as part of the Document Manager product must be installed on users workstations You can let users do this for themselves or you can roll it out to users in a strategic way Updates to the Desktop Enabler software may occasionally be posted on the Lotus Support Services Web site support lotus com Be sure to check compatibility requirements because some releases of the client may require a particular server release Mail and HTTP only users If some users will access your server exclusively through HTTP you may need to know the foreign domain to which you route Internet e mail You can determine what the foreign domain is or w
20. REPLICA Domino Doc subdirectory Specify the name of the subdirectory of the Domino server s data directory The Lotus Domino Document Manager files will be copied to this subdirectory For example if the data directory of the server is NOTES DATA and you specify DOMDOC as the name of the subdirectory the system creates the subdirectory NOTES DATA DOMDOC and puts the Lotus Domino Document Manager files in the DOMDOC subdirectory If you do not specify a subdirectory the system copies the files to the server s data directory Press ENTER to run the ADDDOMDOC command 8 Start the Domino server on the installation machine Note You will encounter an expected error Transaction Manrager Initialization Failed at server startup until after you create a library 9 Perform the post installation tasks and install any replica servers Performing master server post installation tasks for iSeries 1 Complete the tasks needed to install the master server 2 Sign the templates and databases For details see the chapter on signing templates and databases Chapter 4 Installing Document Manager on iSeries 400 45 Note This step is necessary only if when completing step 7 of the master server pre installation tasks you set KeyFileName in the notes ini file to a server or other ID rather than a valid administrator ID 3 Go toa Notes client to perform the setup procedure For details see Setup procedure for all platforms
21. any file cabinets that you create will be placed in the Domino data directory and will be more difficult to keep track of and maintain 1 Using a text editor on your Domino server create a text document with the same name as the library you are going to link to for example FoldersLib nsf in the Notes data directory Be sure to use a native text editor such as Notepad for Windows vi for Unix or EDTF for iSeries For example for iSeries users EDTF STMF notes data FoldersLib ns f Note You must use the same name as the library 2 As the content of the text file put the full path name of the library you are linking to without a carriage return For example for the library FoldersLib C Notes Data Domdoc FoldersLib ns for Windows servers usr notes data domdoc folderslib ns for Unix servers notes data domdoc FoldersLib ns for iSeries servers 3 In UNIX if you did not create the link file as the UNIX user who runs your Domino server change the ownership of the link file to be that user AIX and Solaris users use the chown command For iSeries the owner of the link file must be QNOTES iSeries users use the CHGOWN command 4 Tell browser users to link to the library using the link you have created in the Notes data directory Upon opening this link the server will automatically redirect the user to the library but the user will not need to authenticate more than once during a given Document M
22. before you begin working with Document Manager You will receive an e mail detailing the required changes Note If you choose to have Document Manager update the Name and Address Book for you you still need to check the administrator s e mail account for modification requests that Document Manager cannot make for you 14 Optional Check the Enable Sametime Integration box to enable or disable the Who Is Online feature for documents in this library You can enable or disable this feature for individual file cabinets however you cannot enable it for a cabinet unless it is also enabled for the library You can enable or disable it later by editing the System Profile 15 Optional If you enabled Sametime Integration enter the name of the Sametime server in the space provided in the format servername domainname com for example testserver lotus com If you change the server name later you must also run the ChangeSametimeServer agent 16 Optional Select Enable LDAP integration and click Retrieve LDAP Settings Document Manager retrieves and displays settings from directory assistance Note LDAP integration is available on servers running Domino 6 0 or higher Directory assistance must already be set up before you can enable LDAP integration If needed you can enable LDAP integration later for a library by editing its System Profile 82 Document Manager Installation Guide 17 Specify the following information
23. in the templates directory on the Document Manager installation CD 72 Document Manager Installation Guide 5 6 Restrict server access to the administrator and prevent users from accessing the server during the upgrade process by typing the following commands at the server console set config server restricted 2 drop all Back up your Binder and Document databases as a precaution Upgrade the master server Upgrading a master server on Windows To upgrade a Document Manager Domino Doc master server perform the steps below We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation 1 2 10 11 Perform the pre upgrade tasks If you are using server to server replication run a replication cycle by entering Repl replicaservername domain Shut down all of the following to prevent conflicts e All replica servers e Notes client e Domino server software Insert the Document Manager CD into the CD ROM drive Choose Run from the Start Menu In the Command Line text box type lt CD drive letter gt w32 install setup exe for example d w32 install setup exe Accept or change the directory name shown Note You must install the upgrade into the same directory in which you installed the previous version of Document Manager Domino Doc Click Master Install When the upgrade program informs you that a previous versi
24. must be turned off unchecked for all design elements before you continue 16 Copy any customizations from your backed up domdoc ntf and filecab ntf templates found with 1tf extensions in the highest numbered ddbu subdirectory of your server s data directory into the newly installed version 6 5 1 templates found with ntf extensions in your data directory Possible customizations include DocEvents your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals in the templates directory on the Document Manager installation CD Later when you apply the actual customizations use a special Administrator ID to make it easier to track and identify the changes 17 Sign the templates and databases 18 If you are using a custom library template that is not named domdoc ntf or a custom file cabinet template that is not named filecab ntf you need to upgrade the template For details see Upgrading custom library and file cabinet templates in the chapter that describes setup on all server platforms Warning You must upgrade such templates before opening ddadmin nsf and completing the upgrade If you omit this no file cabinets that inherit from your special templates will be upgraded 19 From the server console perform a design refresh load design Note This process could take several hours
25. need to upgrade the template For details see Upgrading custom library and file cabinet templates in the chapter that describes setup on all server platforms Warning You must upgrade such templates before opening ddadmin nsf and completing the upgrade If you omit this no file cabinets that inherit from your special templates will be upgraded 12 From the server console perform a design refresh load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed 13 Perform the post upgrade tasks Performing master server post upgrade tasks for iSeries 1 Complete the tasks needed to upgrade the master server 2 Make sure that the master server name and the Domino Doc Site Administrators group exist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book Chapter 4 Installing Document Manager on iSeries 400 55 3 If you are using server to server replication open the Server documents for all servers where you will be replicating Document Manager and verify that the User ID used to install Document Manager has rights to run unrestricted methods and operations on the specified server either directly or through a group Tip To verify this open the appropriate Server record in the Directory Address Book and click the Secur
26. of each custom template on the replica servers For each file cabinet that does not reside on the master server refresh the design from the master file cabinet template and then run the UpgradeAgent in the binder database and every document database Tip To identify all file cabinets not located on the master server click Library Administration in the navigation pane then click Replication and select the Location Info view Shut down the Domino replica servers and restart them Chapter 3 Installing Document Manager on AIX or Solaris 33 8 Optional If users will be accessing Document Manager libraries from the Web create a database link to every library database on each replica server See Creating the database link in the chapter that describes setup on all server platforms Removing Document Manager server software from AIX or Solaris 1 2 Shut down the Domino server Become the super user by either logging in as root or using the su command su password password Delete the following templates from the Domino server s data directory domdoc ntf filecab ntf dmlog ntf ddmtrans ntf ddmconfg ntf ddadmin ntf Delete the ddmtrans nsf database from the Document Manager installation directory Delete the documentation databases from the Document Manager installation directory ddmddig nsf ddmadmgd nsf ddmusrgd nsf ddmddpg nsf ddmdwf nsf Delete all library binder and d
27. of the Document Manager CD If you want to upgrade from Domino R5 to Domino 6 we recommend that you do so after successfully installing Document Manager as long as you are running a version of R5 that this version of Document Manager supports 11 Install the master server Installing a master server on AIX or Solaris We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Upgrading a master server on AIX or Solaris 1 Perform the pre installation tasks Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes 2 Shut down the Domino server software on the installation machine by entering exit or quit at the Domino server console gt quit 3 Become the super user by either logging in as root or using the su command su password password 20 Document Manager Installation Guide 10 11 12 AIX users only Mount the CD smit mountfs Insert the Document Manager CD into the CD ROM drive Solaris users only Allow the automounter to mount the CD Change to the appropriate distribution directory for example cd mnt cdrom aix install cd cdrom docmgr651 solaris install Run part 1 of the installation program provided with Document
28. on signing templates and databases Note This step is necessary only if when completing step 6 of the master server pre installation tasks you set KeyFileName in the notes ini file to a server or other ID rather than a valid administrator ID 4 Go toa Notes client to perform the setup procedure For details see Setup procedure for all platforms Installing a Document Manager replica server on Windows The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Document Manager installation e Performed the planning recommendations outlined in Planning your Document Manager installation e Installed the master server Information and procedures on installing a Document Manager replica server on Windows are organized as follows e Pre installation tasks e Installation procedure e Post installation tasks Performing replica server pre installation tasks for Windows While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some preplanning on your part Use the checklist below to ensure a smooth installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Performing replica server pre upgrade tasks for Windows 1 Verify that you have installed a Document Manager master server and have created at least one library o
29. replication has been attempted on the subject Domino server Installing a Document Manager master server on Windows The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Document Manager installation e Performed the planning recommendations outlined in Planning your Document Manager installation Information and procedures for installing a Document Manager master server on Windows are organized as follows e Pre installation tasks e Installation procedure e Post installation tasks Performing master server pre installation tasks for Windows While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some preplanning on your part Use the checklist below to ensure a smooth installation Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Perfoming master server pre upgrade tasks for Windows 1 Gather and have on hand information that you will need to provide during setup See Planning your Document Manager installation 2 Verify that you have administrator access to Windows on the server where you will install Document Manager Chapter 5 Installing Document Manager on Windows 65 3 Make sure you have installed the Lotus Domino for Windows software and have set up a Domino server on your Windows server 4 Bec
30. s Guide e ddmddpg nsf Document Manager Programmer s Guide e ddmddwf nsf Document Manager and Lotus Workflow Integration Guide e Adds Document Manager configuration information to the notes ini file System requirements for Windows Before you install Lotus Domino Document Manager install the supported hardware software and network operating system When possible use the recommended equipment rather than the minimum to improve performance and make maintenance easier Hardware and software requirements A Document Manager server that runs on Windows requires the following hardware and software e Windows NT 4 0 on Intel with Service Pack 6a or higher 2000 Advanced Server or 2003 Server e A Domino server see ReadMe txt for a list of compatible Domino server versions e 128MB RAM minimum e 50MB disk space for install e For replica servers a master server with Document Manager already installed Supported networks and protocols e TCP IP 64 Document Manager Installation Guide Skill requirements for installing on Windows To install Lotus Domino Document Manager the installer should be familiar with e Server and client startup and shutdown procedures e Domino administrative tasks such as setting up Domino Directory Public Name and Address Book entries e The server s TCP IP settings Replica installers should also be familiar with replication of Domino servers and whether server to server
31. server is NOTES DATA and you specify DOMDOC as the name of the subdirectory the system creates the subdirectory NOTES DATA DOMDOC and puts the Lotus Domino Document Manager files in the DOMDOC subdirectory If you do not specify a subdirectory the system copies the files to the server s data directory Press ENTER Start the Domino server For details see the Domino for iSeries documentation 9 Install any other replica servers 10 Perform the post installation tasks Performing replica server post installation tasks for iSeries 1 Complete the tasks needed to install the replica server 2 Sign ddadmin ntf and ddadmin nsf with the same ID that was used to sign them on the master server For details see the chapter on signing templates and databases 3 If you are using server to server replication open the Server documents for all servers where you will be replicating Lotus Domino Document Manager and verify that the User ID used to sign the Document Manager templates has rights to run unrestricted methods and operations on the specified server either directly or through a group 50 Document Manager Installation Guide Tip To verify this open the appropriate Server record in the Directory Address Book and click the Security tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field 4
32. special access to documents or binders however so there is less reason to restrict the number of File Cabinet Creators In addition to creating file cabinets this user can also change the design of the File Cabinet template a privilege that is necessary to create new binder or document types File Cabinet Creators initially have Manager access to the file cabinets they create but have no special access privileges beyond that You are not required to add any users to the File Cabinet Creators group because Site Administrators and Library Administrators automatically have the right to create file cabinets File cabinets can be created only from Notes not from a Web browser For more information see the Document Manager Administrator s Guide Planning for your users There are three types of users in the Document Manager environment e Notes client users e HTTP users e ODMA users For the install you do not need to know detailed information about the users For the setup procedure you need to know e Ifany users will be HTTP users only e If any Notes client users will be ODMA users Chapter 2 Planning Your Document Manager Installation 11 For every Document Manager user who has a Notes ID there must be a Person document in the Address book names nsf However users do not need a Person document to access Document Manager Users can be listed in an LDAP directory or in another address book that is configured through di
33. the appropriate Server record in the Directory Address Book and click the Security tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field 6 Go toa Notes client to perform the new replica server setup procedure For details see Setting up a new replica server in the chapter that describes setup on all server platforms Upgrading a Document Manager master server on AIX or Solaris This section contains information and procedures for upgrading a Lotus Domino Document Manager Domino Doc master server on AIX or Solaris including e Pre upgrade tasks e Upgrade procedure e Post upgrade tasks Performing master server pre upgrade tasks for AIX or Solaris If you have Domino Doc 3 1 or later installed on either an AIX server or a Solaris server you can upgrade to Document Manager 6 5 1 Before upgrading your previous version of Lotus Domino Document Manager Domino Doc perform the following steps 1 Make sure that your Configuration Transaction Log and Library databases have their original names and are located in the directory in which Document Manager Domino Doc was originally installed for example domdoc Note If the Document Manager Domino Doc directory was changed after installation the upgrade process may appear to have completed correctly but you may experience probl
34. the configuration of existing Document Manager Domino Doc databases Setup creates library and log databases in the Document Manager install directory The names of these databases are based on the library name you specify If databases of those names already exist Setup will warn you of that condition and will prompt you to correct it before proceeding For more detailed explanations of the terms and concepts used in setting up Document Manager see the Document Manager Administrator s Guide ddmadmgd nsf Note The setup or upgrade procedure is run from the Site Administration database This database must be accessed from the server not locally Common setup procedure This procedure must be performed at a Notes client running Windows XP Professional 2000 Professional or NT You must also be able to use the Notes client to send e mail to yourself To verify this click the Mail or Quickpick icon in the lower right corner of the Notes workspace and choose Open Mail If that works you are all set If not you may need to create a location document that specifies the correct mail server and mail file 79 To start the library setup whether new or upgrade master or replica perform these steps at the Notes client 1 2 9 Start the Domino server if it is not already running In Notes choose File Tools Switch ID and select the Site Administrator s ID Enter the administrator s password In Notes ch
35. the fully specified path to a valid administrator ID file for signing databases If you specify the path the ID file does not need to be in the Server data directory Use a Notes client to verify that the system groups that Document Manager will create do not conflict with groups already in use in your server s Directory Address Book Document Manager will create these groups e Domino Doc Site Administrators e Domino Doc Administrators e Domino Doc File Cabinet Creators e Domino Doc Address Book Editors e Domino Doc Servers e Domino Doc Users Make sure you are using the user ID for the Domino administrator who has Manager access to the server s Directory Address Book with the ability to add and modify groups Chapter 3 Installing Document Manager on AIX or Solaris 19 9 If you plan to create one or more libraries as part of the installation have on hand the following information e Notes Domino server name e Notes Domino domain name e HTTP host name of the server e Name of each library to be created e Configuration options for each library e Document Manager Group names to be associated with the new library you are creating e Library Administrator user names e File Cabinet Creator user names 10 Verify that you are using a supported version of Domino If you are not using a supported version of Domino upgrade now For details on tested and supported versions of Domino see ReadMe txt located at the root
36. 0help nsf To view and download Domino for iSeries server documentation see e Lotus Documentation at www lotus com ldd doc The Domino for iSeries Web site at www ibm com eserver iseries domino related domdoc htm For more information about iSeries see e AS 400 National Language Support book SC41 5101 e AS 400 softcopy library CD ROM The CD provides the entire AS 400 library of publications in a format that you can display and search at your workstation e The iSeries Information Center at publib boulder ibm com html as400 e The iSeries Online Library at as400bks rochester ibm com pubs html as400 onlinelib htm Additional resources For more information on Document Manager including documentation on best practices known issues support and future enhancements see e The Document Manager home page at www lotus com dominodoc e The Lotus Support home page at support lotus com Chapter 1 Introduction 3 Chapter 2 Planning Your Document Manager Installation The best way to ensure a smooth installation is to do some planning before you begin the actual installation and before you set up the databases Make sure you understand how Document Manager will integrate into your Domino installation Verify the general equipment requirements for your Document Manager installation There are four major components of the Document Manager system that vary from one installation to another Before you begin decide what your re
37. 6 If you are using a custom library template that is not named domdoc ntf or a custom file cabinet template that is not named filecab ntf you need to upgrade the template For details see Upgrading custom library and file cabinet templates in the chapter that describes setup on all server platforms Warning You must upgrade such templates before opening ddadmin nsf and completing the upgrade If you omit this no file cabinets that inherit from your special templates will be upgraded 17 Perform a design refresh by typing from the server console load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed 18 Perform the post upgrade tasks Performing master server post upgrade tasks on Windows 1 Complete the tasks needed to upgrade the master server 2 Remove the CD from the drive 74 Document Manager Installation Guide 3 Make sure that the master server name and the Domino Doc Site Administrators group exist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book If you are using server to server replication open the Server documents for all servers where you will be replicating Document Manager and verify that the User ID used to install Document Manager has rights to run unrestricted methods and operation
38. Address Book replicating between the two servers e Have the necessary Connection records for scheduled replication been created e Are your servers included in the LocalDomainServers group Before you create a new replica library do the following Check the Restrictions section of the Server document in the Public Address Book for each server and make sure that each server can access the others Check the Agent Manager section of the Server document in the Public Address Book for the destination server and add the User ID used to install Document Manager to the list of people who can run unrestricted LotusScript agents this is the User ID used to sign the design elements in the Document Manager databases and templates If you plan to use cross domain replication refer to the Document Manager Administrator s Guide for information on modifying the master Address Book 8 Document Manager Installation Guide If you intend to use any replication features it is suggested that you also read the Document Manager Administrator s Guide topics on replication Domino HTTP server Document Manager can be accessed from either a Notes client or a Web browser For the setup process you need to know e The host name for your Domino HTTP server e The IP address for your Domino HTTP server If some users will be accessing Document Manager via Web browsers or the Desktop Enabler via the HTTP protocol you need the host name for your
39. Business Machines Corporation in the United States other countries or both Microsoft Active Directory Windows and Windows NT are registered trademarks of Microsoft Corporation in the United States other countries or both UNIX is a registered trademark of The Open Group in the United States and other countries Other company product or service names may be trademarks or service marks of others Contents TD introduction carosso ee eta ile ce OL acct Hs ech Gut a ted lla 1 How to se this guide siise i e o a e A WES Be te Se E A E Sac allo aa Ae eae 98 1 Organization syisa Rye ea e o o ea ae eas i Waa ib ate ee Ney aia aaa ae a 2 Related documentation amp sssr dss sed aie be see HME oii i See oh e a ae es eee ie bt ae 2 2 Planning Your Document Manager Installation 5 Equipment requirements Are tis see fe ia a E ee ee eee ee eens 5 Server TEGUITEMENS gt in Sessa led GAG BOR Hands Ee BNO Aek E le RASA Oak ele BO SEO ed Se ea Be 5 Notes client requirements 2 6 ee ee ee eee eee 5 Document Manager client requirements 6 1 ee ee ee eee 6 Planning your servers 32 1 3604 e evr a E ta eat ate dete ee ee te ene ee he Bes 6 Planning your disk space requirements 2 6 ee ee ee eens 9 Planning for your administrators sado anae ea e ee ee ee ees 10 Planning for your users 355 5234 eee ah he ee ee Ss od SE oR eS 11 3 Installing Document Manager on AIX or Solaris 15
40. Checking server information in profile documents To check that the Document Manager server name is specified correctly in the appropriate profile documents follow these steps 1 Using an administrator ID a Notes ID that is a Domino administrator open the master copy of the library where the problem occurs In the Action bar click Library Administration then click System Profile From the File menu choose Document Properties In the InfoBox click the Fields tab then scroll down to HTTPHostName Verify that the field value exactly matches the fully qualified Internet host name that you confirmed in step 4 of Checking server configuration Close the InfoBox then press ESC to close the System Profile In the Action bar click Replication Select the document for the replica server where the problem occurs then from the Edit menu choose Properties 100 Document Manager Installation Guide 8 In the InfoBox click the Fields tab then scroll down to HTTPHostName Verify that the field value exactly matches the fully qualified Internet host name that you confirmed in step 4 above Checking template signatures Lotus Domino Document Manager templates must be signed using an appropriate administrator ID a Notes ID that is a Domino administrator and a member of the Domino Doc Site Administrators group and not witha Domino server ID This applies to the templates listed below and to any custom templates Domino
41. D Choose File Open Server and select the server where Document Manager was installed Click the Files tab Select the Domino Data directory that you specified during install From the Show me dropdown list choose Templates Only Select the following template files Domino Doc Library domdoc ntf File Cabinet Template filecab ntf Domino Doc Log dmlog ntf Domino Doc Transactions ddmtrans ntf Domino Doc Configuration ddmconfg ntf Domino Doc Site Admin ddadmin ntf Open the Tools list if it is not already open 95 9 Open the Database list 10 Click Sign 11 In the Sign Database dialog box make sure All design documents is selected and click OK The amount of time required to sign the template files varies depending on the server setup and connection Note During the signing process you may be prompted to accept a certificate for Lotus or other domains used in the Document Manager development process If you accept these certificates they will be added to the local address book not the server s Domino Directory You can safely delete these certificates from the local address book after the signing process is complete 12 When you see confirmation that the databases have been signed click OK Signing site administration and documentation databases Perform this procedure in the Domino Administrator application using a Notes ID that is both a Domino administrator and a member o
42. DDMtTransSendMail NO DominoDisableFileUploadChecks 1 Chapter 4 Installing Document Manager on iSeries 400 61 You must separately remove any File Cabinet and Document database nsf and template ntf files that were created as a result of using Document Manager Removing the software from the iSeries Use the iSeries Delete Licensed Program DLTLICPGM command to remove the Lotus Domino Document Manager software from your iSeries system Before removing the software from the system you should remove Document Manager from each of your Domino servers 1 On any iSeries command line type DLTLICPGM LICPGM 5769LDD 2 Press ENTER to run the command The Delete Licensed Program command removes the iSeries library and directories that were created when the Document Manager software was installed specifically e The QDOMDOC library e The directories QIBM ProdData Lotus Domino Doc MRIxx QIBM ProdData Lotus Domino Doc 62 Document Manager Installation Guide Chapter 5 Installing Document Manager on Windows This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager on a Windows server in these sections Installation overview Hardware and software requirements Skill requirements Installing a Document Manager master server Installing a Document Manager replica server Upgrading a Document Manager master server Upgrading a Document Manager replica server Removing Docum
43. Database Properties ma EE a Click the Design tab in the InfoBox then in the Template name box under Database is a template enter the same template name as the backup copy for example DominoDocFileCabinet for HR Copying the customizations to the new template After you create each new template database copy or manually add any customizations from the backed up copy of the old custom template found with a 1tf extension in the highest numbered ddbu subdirectory of your server s data directory into the newly created custom template For example if you created a new template named filecabhr ntf you would incorporate the customizations from the backup copy of the template filecabhr 1tf Tip When you apply the customizations use a special Administrator ID to make it easier to track and identify the changes Creating the database link After creating a library you must create a special type of database link if users will be accessing the library from the Web When navigating the library users pass through multiple http resources and are thus prompted multiple times for a password Creating a shortcut lets users work around this behavior in Notes Administrators can also enable single sign on to simplify access For more information see the Document Manager Administrator s Guide 88 Document Manager Installation Guide Note Do not use database links to open library databases from the Notes client If you do this
44. Doc and asks whether you want to upgrade or overwrite the installation type u and then press ENTER e When asked which type of server you want to install type r to select Replica and then press ENTER e When asked the name of the directory where you want the Document Manager files installed press ENTER to accept the directory name shown You must install the upgrade in the same directory where you previously installed Document Manager Domino Doc e When asked to confirm that you want to continue the installation type y and then press ENTER If you choose to cancel the installation the program terminates with no modifications to your server Note It can take several minutes for the installation to complete After part 1 of the installation is complete the shell prompt reappears Switch back from being the super user exit Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes Run part 2 of the installation program provided with Document Manager install2 When prompted and using the information gathered during pre installation specify the name of the Domino server on which you are installing you can accept or change the name shown and then press ENTER Note It can take several minutes for the installation to complete Start the Domino server on the upgrade machine Make sure that design elements set in the design properties of your Document Manager da
45. ECADM security administration To add Lotus Domino Document Manager to a Domino server on iSeries ADDDOMDOC command you must have the ALLOBJ special authority To remove Lotus Domino Document Manager from a Domino server on iSeries RMVDOMDOC command you must have the ALLOBJ special authority To delete the Lotus Domino Document Manager software from iSeries DLTLICPGM command you must have the ALLOBJ special authority The iSeries security officer has the required authorities If you are not the security officer use the Display User Profile DSPUSRPRF command to determine if your user profile has the required authorities 1 Enter the iSeries command dspusrprf user id where user id is your user ID the name of your user profile 2 Press the PAGE DOWN key to display the special authorities for the user profile If your user profile does not have the required authorities either ask the security officer to install Lotus Domino Document Manager or use the Change User Profile CHGUSRPRF command to add the required authorities to your user profile 40 Document Manager Installation Guide Installing a Document Manager master server on iSeries The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Lotus Domino Document Manager installation e Performed the planning recommendations outlined in Planning your Lotus Domino Docume
46. Gee ee hy ee ee Ea aS Boe Bagel hoes 95 Signing site administration and documentation databases 1 eee eee eee 96 9 Troubleshooting Document Manager Server Configuration Problems 99 Checking server configuration 2 6 ee ee ee a ee eens 99 Checking server information in profile documents 1 6 cece ee ee ens 100 Checking template signatures 6 6 ee ee ee eee ee eens 101 Idek eeri iura a Ree Re OA ae Ha eed hee ee Eas BE 103 iv Chapter 1 Introduction IBM Lotus Domino Document Manager formerly Domino Doc is the document management solution built for today s world of distributed network based computing Designed to meet the ubiquitous network demands for an efficient way of managing the integrity of collaborative work Lotus Domino Document Manager provides full document management functionality The intuitive desktop metaphor of file rooms file cabinets binders and documents makes Document Manager extremely easy to use directly from Notes your Web browser or your authoring application Lotus Domino Document Manager 6 5 1 supports these server platforms e AIX 5 1 and 5 2 e Solaris 8 and 9 e OS 400 V5R1 and V5R2 e Windows NT 2000 Advanced Server and 2003 Server You can install Document Manager on a single server or on multiple servers Note If you are installing Document Manager on a replica server you need to designate and set up a master Document Manager server before sett
47. LODRUN Use the iSeries Load and Run LODRUN command to install the Lotus Domino Document Manager software on your iSeries You can enter the command from any iSeries command line The command line is the underlined area following the gt symbol Use the following steps to install a Lotus Domino Document Manager master server on iSeries 1 Perform the pre installation tasks 2 Start the Notes client on the administrator workstation on your Domino for iSeries server The administrator workstation has the user ID for the Domino administrator who has Manager access to the server s Directory Address Book with the ability to add and modify groups For details on the administrator workstation for a Domino server on iSeries see the Domino for iSeries documentation 3 Using the administrator workstation e Verify that you as the administrator can create replica databases on the Domino server Open the Server document in the Domino Directory Address Book and look at the Create new replicas field in the Security section e Verify that the system groups that Lotus Domino Document Manager will create do not conflict with groups already in use in your server s Directory Address Book 4 Shut down the Domino server Chapter 4 Installing Document Manager on iSeries 400 43 For details on stopping a Domino server see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i400help nsf
48. Series as a Licensed Program Product 7 Enter the following iSeries command to display a list of installed software to verify that the Lotus Domino Document Manager software is installed on the iSeries system dspsfwrsc 8 Look for items that have a Resource ID of 5769LDD There should be two items with this resource ID one for the CODE feature type and another for the LNG feature type 9 Press F11 to see the Lotus Domino Document Manager for iSeries version The Release column indicates the version For example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Lotus Domino Document Manager software to a Domino server Note The following procedure runs the ADDDoMDOoc command interactively Adding the Lotus Domino Document Manager software to each Domino server takes from 3 to 30 minutes depending on the iSeries model Set up the Lotus Domino Document Manager software on a server during periods when the system is not heavily loaded to minimize the effect on system users If you prefer you can run the ADDDOMDOC command in a batch job by using the Submit Job SBMJOB command 1 Add a secondary language library to your library list if the primary language of the system does not match the national language version NLV of Lotus Domino Document Manager for iSeries For example if you are installing
49. access all file cabinets binders and documents in the library For example you might need a Library Administrator to check in a document that was checked out by someone who is now on vacation You must have at least one Library Administrator for each library and can have as many as you want Having more than one Library Administrator ensures that someone is always available to perform administrative functions despite vacations and illness However because Library Administrators have full access to their library and can perform actions that are otherwise restricted for example checking in documents to which they do not have explicit access you may want to keep the number of Library 10 Document Manager Installation Guide Administrators to a minimum For more information see the Document Manager Administrator s Guide For installation and library setup keep in mind that the person whose ID is used during library setup receives Library Administrator status The following information is also useful for Library Administrators to have on hand e The full hierarchical name of the Site Administrator e The full hierarchical name of at least one Library Administrator for each Library that you will create at setup time e Optional The File Cabinet Creator names Domino Doc File Cabinet Creators Domino Doc File Cabinet Creators can create new file cabinets and new document or binder types A File Cabinet Creator doesn t have any
50. ade tasks for Windows If you have Domino Doc 3 1 or later installed on a Windows server you can upgrade to Document Manager 6 5 1 To upgrade from earlier Domino Doc versions you must first upgrade to 3 1 Before upgrading your previous version of Lotus Domino Document Manager Domino Doc perform the following steps 1 Make sure that your Configuration Transaction Log and Library databases have their original names and are located in the directory in which Document Manager Domino Doc was originally installed for example domdoc Note If the Document Manager Domino Doc directory was changed after installation the upgrade process may appear to have completed correctly but you may experience problems when working with the new version 2 Make sure that the templates listed below are in the Notes data directory Domino Doc Configuration Template ddmconfg ntf Domino Doc Transaction Template ddmtrans ntf Domino Doc Log Template dmlog ntf Domino Doc Library Template domdoc ntf Domino Doc File Cabinet Template filecab ntf Domino Doc Site Admin Template ddadmin ntf for 3 1 upgrades only 3 Optional Identify customizations that have been made to your library and file cabinet templates for example DocEvents your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals
51. an run the ADDDOMDOC command in a batch job by using the Submit Job SBMJOB command 1 Add a secondary language library to your library list if the primary language of the system does not match the national language version NLV of Lotus Domino Document Manager for iSeries For example if you are installing the English 2924 version of Lotus Domino Document Manager for iSeries on a German 2929 iSeries system you need to add the secondary language library QSYS2924 to your library list 44 Document Manager Installation Guide Enter the following command to add the secondary library addlible lib qsys2924 For details on the steps used to ensure that the secondary language can be used see the iSeries National Language Support book SC41 5101 2 Shut down the Domino server if it is active For details on stopping a Domino server see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf 3 Enter on any iSeries command line adddomdoc 4 Press F4 Prompt Type the server name in the resulting display and press ENTER Tip If you are not sure of the server name press F4 to see a list of server names 6 Provide additional details in the expanded display Install type Specify MASTER If you are migrating from Domino Doc 3 1 the system sets the install type to the type that was originally installed If the system was previously installed as a replica this field is initially set to
52. anager web browser session The URL should look like http ServerName LibraryName nsf not http ServerName domdoc LibraryName nsf Repeat this procedure for every library on every master and replica server in your Document Manager site Note If you have problems accessing a database link after it has been created verify that the database can be opened without using the link verify that the link points to the correct location reboot the server Chapter 6 Setup Procedure for All Platforms 89 Theory Domino Doc v2 5 and above install by default to a domdoc subdirectory in the root Notes data directory designated by Although users generally open libraries by path in that subdirectory all internal navigation by Document Manager Domino Doc is done by replica ID interpreted by Domino as residing in the Notes data directory When navigating from the library in the domdoc subdirectory making it a domdoc resource to file cabinets being opened by replica id making them a resource users pass through multiple http resources and are thus prompted multiple times for a password These problems are addressed by instructing users to use the shortcuts created from the procedure given above 90 Document Manager Installation Guide Chapter 7 Installing the Document Manager Desktop Client and Controls This chapter explains how to install the Document Manager Desktop Enabler and controls The De
53. anning your Document Manager installation e Installed the master server 22 Document Manager Installation Guide Information and procedures for installing a Document Manager replica server on AIX or Solaris are organized as follows Pre installation tasks Installation procedure Post installation tasks Performing replica server pre installation tasks for AIX or Solaris While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some preplanning on your part Use the checklist to below to ensure a smooth installation Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Performing replica server pre upgrade tasks for AIX or Solaris 1 Verify that you have installed a Document Manager master server and have created at least one library on that server Gather and have on hand information that you will need to provide during setup e Name of the master Domino server this is the name as given in the Domino Directory do not use the network node name e Path to the Notes data directory such as home notes notesr4 e Path to the subdirectory of the Domino data directory where you want to install Document Manager Verify that you have the required access super user or root access to AIX or Solaris on the server where you will install Document Manager Make sure you have installed the Lotus Domino fo
54. are software and network operating system When possible use the recommended equipment rather than the minimum to improve performance and make maintenance easier AIX hardware and software requirements A Document Manager server that runs on AIX requires the following hardware and software An IBM RISC System 6000 with a PowerPC processor running IBM AIX version 5 1 or 5 2 A Domino server see ReadMe txt for a list of compatible Domino server versions Note Ifthe Domino server is not installed in the default path which starts with opt lotus make sure that an environment variable exists and points to the location of the Domino server before you install or upgrade Document Manager The best way to do this is to add the environment variable to the profile file of the user who is authorized to run the Domino server For example if the Domino server is installed in home domino notes latest ibmpow make sure that the LIBPATH variable includes that directory To do so include the following lines in the appropriate user s profile file 16 Document Manager Installation Guide LIBPATH LIBPATH home domino notes latest ibmpow export LIBPATH 128MB RAM minimum 20MB disk space minimum for Document Manager plus disk space for other applications and Domino users 1GB disk space minimum for Document Manager file cabinets 4GB recommended For replica servers a master server with Document Manager already installed S
55. ation then click Finish 3 When the upgrade is complete click Done An e mail report of the status of the upgrade is generated Open and read the e mail upgrade status report If a database was not successfully upgraded do the following to manually upgrade it Open the database and click Copy Upgrade Profile to upgrade the configuration information from the ddadmin nsf Click Run Upgrade Agent to upgrade the database Note The upgrade agent will run properly only if the upgrade profile has been successfully copied from the ddadmin nsf database and if the file cabinet database is listed in the upgrade status report with an older version Shut down the Domino server and restart it 7 Close the Notes client choose File Exit and then start it again to make Document Manager accessible from the client Note All current Notes users who want to access Document Manager must also close their Notes client and restart it 8 Restore users access to the server by typing the following command at the server console set config server restricted 0 9 Optional If users will be accessing Document Manager libraries from the Web create a database link Note If you have file cabinets that use the Notes Folders table of contents design and you modified the design of a binder s table of contents view you need to rebuild the folders For more information see Rebuilding folders in the Document Manager Administrator s Guide
56. bler perform the following steps at the user s workstation 1 Open the Document Manager library For example from a Notes client choose File Database Open specify the name of the Domino server and select the library database The library is located in the subdirectory that you specified for Document Manager with the name lt libraryname gt Lib nsf If you are using a Web browser use the library URL to navigate to the library 2 Do one of the following e If you are using a Notes client click Library Administration and then click Download Client Software e If you are using a Web browser click Getting Started located in the top right corner of the workspace scroll to the bottom of Getting Started with Document Manager and then click Download Document Manager Desktop Enabler Double click ddsetup exe then click Open When the InstallShield Welcome screen displays click Next to run Setup and install the Desktop Enabler software The Setup Wizard guides you through the installation 5 Select the type of install you want accept or change the default drive and directory for the Desktop Enabler and then click Next 6 Follow the remaining onscreen prompts Removing the Document Manager client software 1 From the Windows Start menu choose Settings Control Panel Double click Add Remove Programs Select Doc Manager Desktop Enabler Click Change Remove When prompted click Yes to confirm Click OK
57. book or the Domino for iSeries Help database i400help nsf Insert the Lotus Domino Document Manager CD into the iSeries CD ROM drive Install the Lotus Domino Document Manager server software using the iSeries LODRUN command Enter the LODRUN command as follows lodrun dev opt dir os400 The system installs the Lotus Domino Document Manager software on iSeries as a Licensed Program Product Enter the following iSeries command to display a list of installed software to verify that the Lotus Domino Document Manager software is installed on the iSeries system dspsfwrsc Look for items that have a Resource ID of 5769LDD There should be two items with this resource ID one for the CODE feature type and another for the LNG feature type Press F11 to see the Lotus Domino Document Manager for iSeries version The Release column indicates the version For example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Document Manager software to a Domino server ADDDOMDOC detects the older version of Document Manager Domino Doc on your server and specifies the install type and the Document Manager subdirectory for you Chapter 4 Installing Document Manager on iSeries 400 53 Note The following procedure runs the ADDDoMDOc command interactively Adding the Document Manager software to each Domino se
58. create these groups e Domino Doc Administrators e Domino Doc File Cabinet Creators e Domino Doc Address Book Editors e Domino Doc Servers e Domino Doc Users 9 Make sure you are using the user ID for the Domino administrator who has Manager access to the server s Directory Address Book with the ability to add and modify groups 10 If you plan to create one or more libraries as part of the installation have on hand the following information e Notes Domino server name e Notes Domino domain name e HTTP host name of the server e Name of each library to be created e Configuration options for each library e Document Manager Group names to be associated with the new library you are creating e Library Administrator user names 42 Document Manager Installation Guide e File Cabinet Creator user names 11 Install the master server Installing a master server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation The installation process on the iSeries consists of two parts 1 Using LODRUN to unload the software from the Lotus Domino Document Manager CD and install it on the iSeries system 2 Using ADDDOMDOC to add the software to the Domino server Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Upgrading a master server on iSeries Using
59. custom template on the replica servers For each file cabinet that does not reside on the master server refresh the design from the master file cabinet template and then run the UpgradeAgent in the binder database and every document database Tip To identify all file cabinets not located on the master server click Library Administration in the navigation pane then click Replication and select the Location Info view Shut down the Domino replica servers and restart them Chapter 5 Installing Document Manager on Windows 77 7 Optional If users will be accessing Document Manager libraries from the Web create a database link to every library database on each replica server See Creating the database link in the chapter that describes setup on all server platforms Removing Document Manager server software from Windows To remove Lotus Domino Document Manager from a Windows server 1 2 Shut down the Domino server From the Windows Start menu choose Settings Control Panel and then double click Add Remove Programs Select Document Manager Server and then click Add Remove or Change Remove UninstallShield will remove the Document Manager components When prompted to confirm removing the files click Yes If you are prompted to confirm removing shared files and you still have other Document Manager components such as the Desktop Enabler on the server click No to remove all Document Manager components clic
60. depending on the number of libraries and file cabinets you have installed 20 Perform the post upgrade tasks Performing master server post upgrade tasks for AIX or Solaris 1 Complete the tasks needed to upgrade the master server 2 Do one of the following to dismount the CD Chapter 3 Installing Document Manager on AIX or Solaris 29 e For AIX type smit umountfs e For Solaris select Eject from the file manager in the Common Desktop Environment or from the terminal type eject cdrom Remove the CD from the drive Make sure that the master server name and the Domino Doc Site Administrators group exist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book If you are using server to server replication open the Server documents for all servers where you will be replicating Document Manager and verify that the User ID used to install Document Manager has rights to run unrestricted methods and operations on the specified server either directly or through a group Tip To verify this open the appropriate Server record in the Directory Address Book and click the Security tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field Go to a Notes client to perfo
61. e 76 Document Manager Installation Guide 12 13 14 15 Make sure that design elements set in the design properties of your Document Manager databases do not have the Prohibit design replace or refresh to modify option selected Warning This option must be turned off unchecked for all design elements before you continue Perform a design refresh by typing from the server console load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed Upgrade any additional replica servers Perform the post upgrade tasks Performing replica server post upgrade tasks for Windows After installing your replica server upgrade perform the following steps to complete the replica upgrade 1 2 Restart all replica servers Make sure that all of the replica server names and the Domino Doc Site Administrators group exist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book Run a replication cycle by entering from the master server Repl replicaservername domain Note This process could take several minutes depending on the number of libraries and file cabinets you have installed If you are using custom library and file cabinet templates that are not named domdoc ntf and filecab ntf create a replica of each
62. ed the name of the directory where you want the Document Manager files installed press ENTER to accept the directory name shown You must install the upgrade in the same directory where you previously installed Document Manager Domino Doc e When asked to confirm that you want to continue the installation type y and then press ENTER If you choose to cancel the installation the program terminates with no modifications to your server After part 1 of the installation is complete the shell prompt reappears 11 Switch back from being the super user exit Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes 12 Run part 2 of the installation program provided with Document Manager install2 13 When prompted and using the information gathered during pre installation specify the name of the Domino server on which you are installing you can accept or change the name shown and then press ENTER Note It can take several minutes for the installation to complete 28 Document Manager Installation Guide Warning Do not open the Domino Doc Site Administration database ddadmin nsf until prompted to do so 14 Start the Domino server on the installation machine 15 Make sure that the design elements in your Document Manager databases do not have the Prohibit design replace or refresh to modify option selected in their design properties Warning This option
63. ee tee eee ee eens 63 System requirements for Windows 2 1 6 cc ee eee eee eens 64 Skill requirements for installing on Windows 2 1 6 ee ee eee 65 Installing a Document Manager master server on Windows 1 0 eee eee ee ee eee 65 Installing a Document Manager replica server on Windows 1 1 ce ee ee eee 69 Upgrading a Document Manager master server on Windows 2 eee eee eee 72 Upgrading a Document Manager replica server on Windows 0 0 eee eee ee eee 75 Removing Document Manager server software from Windows 2 00 cece eee eee 78 6 Setup Procedure for All Platforms 0 ee eee 79 Setting upa Mew m ster Server peiris atien etd Sede w A aioe er ey A De E EE E i BEN eles 81 Setting upa new replica server saw na Sos Gl wae aie a BA a nt ew Sea 84 Loading the transaction manager 6 6 rr ee ee ee eee eens 85 Upegrading amasterservert icc naga ei eae sae Saree Be WE Aa ee AES ie Ata Spade eNO a 86 Upgrading custom library and file cabinet templates 1 ee eee 87 Creating the database link isaret an e e E E ee eee eee eee 88 7 Installing the Document Manager Desktop Client and Controls 91 Installing the Document Manager client 1 6 ee ee ee ee ee eee 91 Removing the Document Manager client software 2 6 ee ee eee 92 Installing the Document Manager controls 6 6 ee ee eee eee 93 8 Signing Templates and Databases 0 eee eee eee 95 Signingt mplates asiana hos
64. ems when working with the new version 2 Make sure that the templates listed below are in the Notes data directory Domino Doc Configuration Template ddmconfg ntf Domino Doc Transaction Template ddmtrans ntf Domino Doc Log Template dmlog ntf Domino Doc Library Template domdoc ntf Domino Doc File Cabinet Template filecab ntf 26 Document Manager Installation Guide Domino Doc Site Admin Template ddadmin ntf Optional Identify customizations that have been made to your library and file cabinet templates for example DocEvents your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals in the templates directory on the Document Manager installation CD Restrict server access to the administrator and prevent users from accessing the server during the upgrade process by typing the following commands at the server console set config server restricted 2 drop all Back up your Binder and Document databases as a precaution Upgrade the master server Upgrading a master server on AIX or Solaris We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation 1 Perform the pre upgrade tasks Make sure you are logged in with a user ID that is authorized to run the Domino server the default is
65. ent Manager server software After server installation is complete the installer or the person designated as Site Administrator must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview Windows When you install Lotus Domino Document Manager on a Windows server master or replica the process Installs executable programs for Document Manager in the Domino server installation directory Installs gif icon files for Document Manager in the Domino server icons directory domino icons located in the Domino data directory Copies the following ntf template files to the Domino server data directory e ddmconfg ntf Domino Doc configuration template e ddmtrans ntf Domino Doc Transaction Manager template e dmlog ntf Domino Doc log template e domdoc ntf Domino Doc library template 63 e filecab ntf Domino Doc file cabinet template e ddadmin ntf Domino Doc site administration database template for creating ddadmin nsf to configure Document Manager libraries on a server e Creates the Domino Doc Site Administration database ddadmin nsf e Copies the following documentation files to the specified installation directory e ddmddig nsf Document Manager Installation Guide this book e ddmadmgd nsf Document Manager Administrator s Guide e ddmusrgd nsf Document Manager User
66. eplanning on your part Use the checklist below to ensure a smooth installation Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Performing master server pre upgrade tasks for AIX or Solaris 18 Document Manager Installation Guide Gather and have on hand information that you will need to provide during setup e Path to the Domino data directory such as home notes notesr5 on the AIX or Solaris server e Full hierarchical name of the server on which Document Manager is being installed e Path to the subdirectory of the Domino data directory where you want to install Document Manager Verify that you have the required access super user or root access to AIX or Solaris on the server where you will install Document Manager Make sure you have installed the Lotus Domino for AIX or Solaris software and have set up a Domino server on your AIX or Solaris server Become familiar with startup and shutdown procedures for the Domino server Become familiar with the procedure for mounting a CD on the AIX or Solaris server Locate the notes ini file on the server and verify that KeyFileName is set to a valid value You can do this two different ways e Set KeyFileName admin id where admin id is a valid administrator ID file for signing databases The ID file must be in the data directory to which you are installing Set KeyFileName path admin id where path is
67. erver perform a ping lt servername gt to make sure that the server address is consistent with your network topology 99 Open the Ports tab then open the Notes Network Ports tab Verify that the Net Address in the TCPIP line is correct and that it matches the fully qualified Internet host name that you verified in step 4 Open the Internet Protocols tab then open the HTTP tab Verify that the Host name s field contains the fully qualified Internet host name that you verified in step 4 Open the Ports tab then open the Proxies tab Verify that the proxy settings for the server are correct Then from an operating system shell on the server perform a ping lt proxyserver gt to make sure that the proxy server is accessible Note To avoid errors you may need to clear all proxy setting fields including No proxy for these hosts and domains Open the Security tab then do the following e Ifthe Only allow server access to users listed in this Directory field is set to Yes verify that the server s name is explicitly listed in the Access server field directly below it e Verify that the server name and the Domino Doc Site Administrators group are specified in the Run unrestricted LotusScript Java agents field if you are using a Domino 5 server or in the Run unrestricted methods and operations field if you are using a Domino 6 server Save and close the server document
68. erver must run on Domino 6 0 or higher For information on additional requirements and recommended setup see Configuring a Domain Search server in the Document Manager Administrator s Guide Click Finish Note It may take a couple of minutes for the library databases to be created Take note of the setup information then click Done Chapter 6 Setup Procedure for All Platforms 83 21 Shut down the Domino server and restart it 22 Close the Notes client choose File Exit and then start it again to make Document Manager accessible from the client Note All current Notes users who want to access Document Manager must also close their Notes client and restart it 23 Optional If users will be accessing Document Manager libraries from the Web create database links to the new libraries 24 Install any replica servers See the replica install procedures for the appropriate platform Setting up a new replica server This section describes how to continue the procedure to set up Document Manager on a replica server after installing the Document Manager components on that server This procedure sets up the Document Manager infrastructure 1 From a Notes client open the Domino Doc Site Admin database located in the Document Manager installation directory and click New Replica Enter the name of the master server Select a transaction manager if so prompted Click OK The Replica Server Installation Success wi
69. f Domino users and how they use the server For more information about determining the appropriate iSeries model memory and disk space see the Domino for iSeries Web site at http www ibm com eserver iseries domino and select the shortcut for Lotus Domino Document Manager Domino Doc Skill requirements for installing on iSeries The installer must be familiar with Mounting a CD on the iSeries system Server and client startup and shutdown procedures on the iSeries system Chapter 4 Installing Document Manager on iSeries 400 39 For more information see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf e Domino administrative tasks such as setting up Domino Directory Public Name and Address Book entries e The server s TCP IP settings Replica installers should also be familiar with replication of Domino servers and whether server to server replication has been attempted on the subject Domino server iSeries authority requirements iSeries has extensive security restrictions to prevent unauthorized access to iSeries functions and data The person who installs Lotus Domino Document Manager on iSeries must sign on the iSeries using a user ID user profile that has broad special authorities To install the Lotus Domino Document Manager software on iSeries LODRUN command you must have the following special authorities e ALLOBJ access to all iSeries objects e S
70. f the Domino Doc Site Administrators group 1 2 Pe o a 10 11 Open the Lotus Domino Administrator application Make sure you are logged in with an appropriate administrator ID If not choose File Tools Switch ID to use the correct ID Choose File Open Server and select the server where Document Manager was installed Click the Files tab Select the Document Manager directory that you specified during install From the Show me dropdown list choose Databases Only Select the Domino Doc Site Admin database and the five documentation databases ddmddig nsf ddmddpg nsf ddmadmgd nsf ddmusrgd nsf ddmddwrf nsf Open the Tools list Open the Database list Click Sign In the Sign Database dialog box make sure All design documents is selected and click OK The amount of time required to sign the database files varies depending on the server setup and connection 96 Document Manager Installation Guide 12 Note During the signing process you may be prompted to accept a certificate for Lotus or other domains used in the Document Manager development process If you accept these certificates they will be added to the local address book not the server s Domino Directory You can safely delete these certificates from the local address book after the signing process is complete When you see confirmation that the databases have been signed click OK Chapter 8 Signing Templates and Databases 97
71. ger ddmtran to the ServerTasks list in the notes ini file Adds Lotus Domino Document Manager configuration information to the notes ini file Creates a Site profile document in the Site Administration database ddadmin nsf Adds the following types to the httpd cnf file 38 Document Manager Installation Guide AddType gth application dominodoc 7bit AddType lif application dominodocimaging 7bit System requirements for iSeries A Lotus Domino Document Manager server that runs on iSeries requires the following hardware and software One of the recommended IBM iSeries models See http www ibm com eserver iseries domino related domdoc htm for the latest information about iSeries models recommended for Lotus Domino Document Manager Domino Doc IBM Operating System 400 OS 400 5722SS1 Version 5 Release 1 or later IBM TCP IP Connectivity Utilities for iSeries 5722TC1 Lotus Domino for iSeries server See Readme txt for a list of compatible Domino server versions 64MB RAM minimum actual requirement depends on use see Note 40MB disk space minimum for Lotus Domino Document Manager plus disk space for OS 400 applications and Domino users see Note 1GB disk space minimum for Lotus Domino Document Manager file cabinets 4GB recommended For replica servers a master server with Lotus Domino Document Manager already installed Note The iSeries model memory and disk space requirements depend on the number o
72. he install type and the Document Manager subdirectory for you 6 Press ENTER to run the ADDDOMDOC command Warning Do not open the Domino Doc Site Administration database ddadmin nsf until prompted to do so 7 Start the Domino server 54 Document Manager Installation Guide 8 Make sure that the design elements in your Document Manager databases do not have the Prohibit design replace or refresh to modify option selected in their design properties Warning This option must be turned off unchecked before you continue 9 Copy any customizations from your backed up domdoc ntf and filecab ntf templates found with 1tf extensions in the highest numbered ddbu subdirectory of your server s data directory into the newly installed version 6 5 1 templates found with ntf extensions in your data directory Possible customizations include Doc Events your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals in the templates directory on the Document Manager installation CD Later when you apply the actual customizations use a special Administrator ID to make it easier to track and identify the changes 10 Sign the templates and databases 11 If you are using a custom library template that is not named domdoc ntf or a custom file cabinet template that is not named filecab ntf you
73. hether you have one by looking at how you address Internet e mail when sending it from your Notes client e Ifyou can send Internet mail by typing someone somewhere com you won t need a foreign domain name for Document Manager e Ifyou send mail by typing something like someone somewhere com Internet you are using a foreign domain which in this case is Internet If this check is inconclusive or it does not appear to work then you must find out how your site s SMTP gateway has been integrated into the Notes environment Chapter 2 Planning Your Document Manager Installation 13 Chapter 3 Installing Document Manager on AIX or Solaris This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager server software on AIX or Solaris in these sections Installation overview Hardware and software requirements Skill requirements Installing a Document Manager master server Installing a Document Manager replica server Upgrading a Document Manager master server Upgrading a Document Manager replica server Removing Document Manager server software After server installation is complete the installer or the person designated as Site Administrator must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview AIX or Solaris When you run the Lo
74. horized to run the Domino server the default is notes Run part 2 of the installation program provided with Document Manager install2 When prompted and using the information gathered during pre installation specify the name of the Domino server on which you are installing you can accept or change the name shown and then press ENTER Note It can take several minutes for the installation to complete Perform the post installation tasks and install any other replica servers Performing replica server post installation tasks for AIX or Solaris 1 2 Complete the tasks needed to install the replica server Do one of the following to dismount the CD e For AIX type smit umountfs e For Solaris select Eject from the file manager in the Common Desktop Environment or from the terminal type eject cdrom Remove the CD from the drive Sign ddadmin ntf and ddadmin nsf with the same ID that was used to sign them on the master server For details see the chapter on signing templates and databases If you are using server to server replication open the Server documents for all servers where you will be replicating Lotus Domino Document Manager and verify that the User ID used to sign the Document Manager templates has rights to run unrestricted methods and operations on the specified server either directly or through a group Chapter 3 Installing Document Manager on AIX or Solaris 25 Tip To verify this open
75. iSeries command line The command line is the underlined area following the gt symbol 1 Perform the pre installation tasks 2 Start the Notes client on the administrator workstation for your Domino server on iSeries The administrator workstation has the user ID for the Domino administrator who has Manager access to the server s Directory with the ability to add and modify groups For details on the administrator workstation for a Domino server on iSeries see the Domino for iSeries documentation 3 Using the administrator workstation e Verify that you as the administrator can create replica databases on the Domino server Open the Server document in the Domino Directory and look at the Create new replicas field in the Security section e Verify that the system groups that Lotus Domino Document Manager will create do not conflict with groups already in use in your server s Directory 4 Shut down the Domino server For details on stopping a Domino server see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i400help nsf 5 Insert the Lotus Domino Document Manager CD into the iSeries CD ROM drive 48 Document Manager Installation Guide 6 Install the Lotus Domino Document Manager server software using the iSeries LODRUN command Enter the LODRUN command as follows lodrun dev opt dir os400 The system installs the Lotus Domino Document Manager software on i
76. ils see About Document Manager and instant messaging integration in the Document Manager Administrator s Guide Whether to enable LDAP integration For more information see Enabling LDAP integration in Document Manager in the Document Manager Administrator s Guide Chapter 2 Planning Your Document Manager Installation 7 Whether to enable Domain Search For more information see Enabling Domain Search in Document Manager in the Document Manager Administrator s Guide Replica servers The replication process exchanges information between a source server and a destination server When you set up a Document Manager replica the source server is where an existing Document Manager replica currently resides and the destination server is where the new replica will be created Each server must be able to access the other and each must be granted proper permissions for replication to occur Before you install the server software and set up replicas you need to know Which server will be your Document Manager master server determined at installation Which server will contain your replica databases determined at installation The directory where you will put the replicas Which databases you want to replicate library only file cabinets only or both Whether you will be using the HTTP protocol to access Document Manager on either server Whether your servers are set up for replication e Is the Public
77. ing Domino for iSeries or the Domino for iSeries Help database i400help nsf 3 Enter on any iSeries command line adddomdoc 4 Press F4 Prompt Type the server name in the resulting display and press ENTER Tip If you are not sure of the server name press F4 to see a list of server names ADDDOMDOC will detect the older version of Document Manager Domino Doc on your server and will fill in the install type and the Document Manager subdirectory for you 6 Press ENTER 7 Start the Domino server on the upgrade machine 8 Make sure that design elements set in the design properties of your Document Manager databases do not have the Prohibit design replace or refresh to modify option selected Warning This option must be turned off unchecked for all design elements before you continue 9 Perform a design refresh by typing from the server console load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed 10 Upgrade any additional replica servers 11 Perform the post upgrade tasks Chapter 4 Installing Document Manager on iSeries 400 59 Performing replica server post upgrade tasks for iSeries After installing your replica server upgrade perform the following steps to complete the replica upgrade 1 2 Restart all replica servers Make sure that all of the replica server names and the Domino Doc Site Administrators group e
78. ing up any replica servers Each network must have at least one Document Manager master server How to use this guide This guide explains how to install IBM Lotus Domino Document Manager on one or more servers and how to install the associated Desktop Enabler on a client workstation The procedures in this guide assume that the installer has system administration skills for the server and knowledge of the overall system and users requirements Installing Lotus Domino Document Manager has four major components 1 Transferring the product from the CD to the server 2 Setting up the databases 3 Installing the client s 4 Performing the Site Administration tasks This guide describes steps 1 3 You will then refer to the Document Manager Administrator s Guide for step 4 Note While much of the user interface and documentation have been updated to reflect the new product name some references to Domino Doc have been retained to ensure a smooth upgrade process Organization This guide provides the information you need to install Document Manager on your server s Information is organized by platform with separate procedures in each platform specific chapter for installing and upgrading the master server and replica server s There are also instructions for removing the Document Manager server software from that particular platform After you finish installing from the CD you need to open the Domino Doc Site Admin
79. installation The Library Administrator s name s Library Administrators set up and configure the Document Manager infrastructure For more information see Document Manager Library Administrators later in this chapter The File Cabinet Creator s name s File Cabinet Creators perform the day to day activities including creating new file cabinets and modifying file cabinet binder and user lists For more information see Document Manager File Cabinet Creators later in this chapter The Foreign domain that you route Internet mail to for the SMTP Gateway The HTTP host name if users will be accessing Document Manager through a Web browser Make sure the HTTP host name is listed in the server document in the Name and Address Book Domino Directory To do so click the Internet Protocols tab in the server document and then check the Host name s field on the HTTP tab For more information see the Domino Administrator s Guide The names you will use for the user Groups Library Administrators File Cabinet Creators Address Book Editors and Users For details see About Document Manager Groups in the Document Manager Administrator s Guide Whether the file cabinet creator s can specify a server Whether the Setup procedure is allowed to update the Public Address Book Whether to enable IBM Lotus Instant Messaging and Web Conferencing Sametime integration so users can know who is online For deta
80. ions to prevent unauthorized access to system functions and data The person who installs Lotus Domino Document Manager on AIX or Solaris must be able to use the super user command su or log in as root to establish proper file ownership and permissions The installer must be familiar with e Mounting a CD on the AIX or Solaris system e Server and client startup and shutdown procedures on the AIX or Solaris system e Domino administrative tasks such as setting up Domino Directory Public Name and Address Book entries e The server s TCP IP settings Replica installers should also be familiar with replication of Domino servers and whether server to server replication has been attempted on the subject Domino server Installing a Document Manager master server on AIX or Solaris The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Document Manager installation e Performed the planning recommendations outlined in Planning your Document Manager installation Information and procedures for installing a Document Manager master server on AIX or Solaris are organized as follows e Pre installation tasks e Installation procedure e Post installation tasks Performing master server pre installation tasks for AIX or Solaris While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some pr
81. is users only Allow the automounter to mount the CD Change to the appropriate distribution directory for example cd mnt cdrom aix install cd cdrom docmgr651 solaris install Install the Document Manager server software by running part 1 of the installation program provided with Document Manager install1 Enter the information gathered during pre installation as requested by the installation program When prompted and using the information gathered during pre installation do the following e Specify the Domino server data directory For example type local notes data and then press ENTER e When asked which type of server you want to install type r to select Replica and then press ENTER 24 Document Manager Installation Guide 11 12 13 14 e When asked the name of the directory where you want the Document Manager files installed the directory shown is a subdirectory of the Domino data directory accept or change the directory name shown and then press ENTER e When asked to confirm that you want to continue the installation type y and then press ENTER If you choose to cancel the installation the program terminates with no modifications to your server Note It can take several minutes for the installation to complete After part 1 of the installation is complete the shell prompt reappears Switch back from being the super user exit Make sure you are logged in with a user ID that is aut
82. istration database to perform a Setup procedure that creates or upgrades one or more libraries This procedure is described in one chapter for all server types The remaining chapters describe how to install the Document Manager client and controls sign templates and databases and troubleshoot server configuration problems Related documentation For information about system requirements known problems and limitations and documentation updates see ReadMe txt located at the root on the Document Manager CD Understanding Document Manager Document Manager comes with the following Help files located on the Document Manager CD in the docs directory e Document Manager Administrator s Guide e Document Manager Installation Guide e Document Manager User s Guide e Document Manager Programmer s Guide 2 Document Manager Installation Guide e Document Manager and Lotus Workflow Integration Guide You can find additional information as well as complete documentation for previous Document Manager Domino Doc releases at www lotus com ldd doc Installing and managing Domino servers For more information about installing Domino UNIX or NT servers see e Lotus Domino Release 5 Setting Up a Domino Server e Lotus Domino 6 Installing Domino Servers For more information about installing and managing Domino iSeries servers see e Installing and Managing Domino for iSeries book or the Domino for iSeries Help database i40
83. ity tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field 4 Go toa Notes client to perform the setup procedure For details see Upgrading a master server in the chapter that describes setup on all server platforms Upgrading a Document Manager replica server on iSeries This section contains information and procedures for upgrading Lotus Domino Document Manager Domino Doc replica servers on iSeries including e Pre upgrade tasks e Upgrade procedure for a replica server that has file cabinets only e Upgrade procedure for a replica server that has libraries and file cabinets or libraries only e Post upgrade tasks Performing replica server pre upgrade tasks for iSeries Before upgrading your replica servers to the current Lotus Domino Document Manager release perform the following steps 1 Shut down all replica servers 2 If you have not already done so upgrade the master server 3 Do one of the following as needed e Perform the tasks to upgrade a replica server with file cabinets and or libraries e Perform the tasks to upgrade a replica server with file cabinets only Upgrading a replica server with only file cabinets on iSeries 1 Perform the pre upgrade tasks 2 Upgrade the master server 56 Document Manager Installation Guide Note You do not need to run the Docu
84. k Yes Remove the File Cabinet and Document databases and templates nsf and ntf files that were created as a result of using Document Manager We recommend deleting the entire program data subdirectory usually DomDoc Remove copies of the library template with names other than domdoc ntf and copies of the file cabinet template with names other than filecab ntf Remove the Domino Doc groups from the Domino Directory Address Book Remove the Domino Doc related entries from the Directory s Access Control List You may also need to remove items from the notes ini file e Remove the task ddmtran from the ServerTasks list e Remove these lines DDMTransDB lt Domino Doc install path gt ddmtrans nsf DDMtTransPollingInterval 60 DDMtTranskRetryInterval 60 DDMtTransRetryFailCount 24 DDMTransSendMail NO DominoDisableFileUploadChecks 1 78 Document Manager Installation Guide Chapter 6 Setup Procedure for All Platforms This chapter describes the Document Manager Setup procedure for all server platforms You can defer this part of the installation to a later date but you must create at least one Library to have any access to Document Manager The setup procedure e Modifies Access Control Lists e Creates Address Book group names e Creates the Document Manager databases If a previous release of Document Manager Domino Doc is detected the procedure automatically becomes an upgrade procedure which additionally upgrades
85. m templates on your server with the originals in the templates directory on the Document Manager installation CD 3 Change the file extension on each of your custom templates from ntf to 1tf for example change filecabhr ntf to filecabhr 1tf so you can distinguish the backed up templates from the new ones you will create for use with the latest release of Lotus Domino Document Manager Creating a new template Follow the steps below to create a new template based on a standard Document Manager template Then you can add the customizations you want to the new template while keeping the original Document Manager template intact 1 Open the database that you want to customize for example to customize the library template open domdoc ntf to customize the file cabinet template open filecab ntf 2 From the Notes menu choose File Database New Copy Chapter 6 Setup Procedure for All Platforms 87 3 Inthe Copy Database dialog box do the following e Select the master server where you want to store the new template database e Inthe Title box enter the same database title as the backup copy for example File Cabinet Template for HR e Inthe File Name box enter the same file name with the extension ntf as the backup copy for example filecabhr ntf e Select Database design and documents e Select Access Control List Click OK Open the new template database From the Notes menu choose File
86. me shown and then press ENTER Note It can take several minutes for the installation to complete 14 Start the Domino server on the installation machine Note You will encounter an expected error Transaction Manrager Initialization Failed at server startup until after you create a library 15 Perform the post installation tasks and install any replica servers Performing master server post installation tasks for AIX or Solaris Complete the tasks needed to install the master server Do one of the following to dismount the CD e For AIX type smit umountfs e For Solaris select Eject from the file manager in the Common Desktop Environment or from the terminal type eject cdrom Remove the CD from the drive Sign the templates and databases For details see the chapter on signing templates and databases Note This step is necessary only if when completing step 6 of the master server pre installation tasks you set KeyFileName in the notes ini file to a server or other ID rather than a valid administrator ID 5 Go toa Notes client to perform the setup procedure For details see Setup procedure for all platforms Installing a Document Manager replica server on AIX or Solaris The instructions in this section assume that you have already completed these tasks e Set up the required equipment listed in Planning your Document Manager installation e Performed the planning recommendations outlined in Pl
87. ment Manager Replica Install Setup from the CD 3 Enable a replication cycle by typing from the replica server console load replica 4 Runa replication cycle by typing from the master server Repl replicaservrename domain 5 Perform the post upgrade tasks Upgrading a replica server with file cabinets and or libraries on iSeries We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation The upgrade process on the iSeries consists of two parts 1 Using LODRUN to copy the new version of Lotus Domino Document Manager Domino Doc to your iSeries 2 Using ADDDOMDOC to add the new version of the software to the Domino server Using LODRUN Use the iSeries Load and Run LODRUN command to install the Lotus Domino Document Manager Domino Doc software on your iSeries You can enter the command from any iSeries command line The command line is the underlined area following the gt symbol Use the following steps to install a Document Manager replica server on an iSeries 1 Perform the pre upgrade tasks 2 Start the Notes client on the administrator workstation for your Domino server on iSeries The administrator workstation has the user ID for the Domino administrator who has Manager access to the server s Directory with the ability to add and modify groups For details on the administrator workstation for a Domino server on iSeries
88. mes to be associated with the new library you are creating e Library Administrator user names e File Cabinet Creator user names 66 Document Manager Installation Guide 8 Check your operating system version If you are not using a supported version of Windows upgrade now to ensure that Document Manager will function properly For details on tested and supported versions of Windows see System requirements for Windows in this chapter Verify that you are using a supported version of Domino If you are not using a supported version of Domino upgrade now For details on tested and supported versions of Domino see ReadMe txt located at the root of the Document Manager CD If you want to upgrade from Domino R5 to Domino 6 we recommend that you do so after successfully installing Document Manager as long as you are running a version of R5 that this version of Document Manager supports 10 Install the master server Installing a master server on Windows We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Upgrading a master server on Windows 1 Perform the pre installation tasks 2 Shut down all of the following to prevent conflicts e Notes client e Document Manager databases e Domino server software 3 Insert the Docume
89. mino server 3 Insert the Document Manager CD into the CD ROM drive 4 Choose Run from the Start Menu 5 Inthe Command Line text box type lt CD drive letter gt w32 install setup exe for example d w32 install setup exe 6 Read the Software License Agreement and if you agree click Yes to continue the installation 7 Click Next at the Welcome window of the Document Manager Server Setup 8 At the first Choose Destination Location window confirm or enter the path to the server program directory and click Next This must be the same directory where Domino is installed At the second Choose Destination Location window confirm or enter the path to the Domino data directory and click Next 70 Document Manager Installation Guide 10 11 12 13 14 At the third Choose Destination Location window confirm or enter the path to the directory where you want to install Document Manager and click Next This directory must be either the Notes data directory itself or a subdirectory below it At the Select Components window select Replica and click Next Enter your password when requested to do so It takes a few minutes to install the components when the install program is done you will be asked to register your software Once you have registered click Finish at the Install Complete window Perform the post installation tasks and install any other replica servers Performing replica server post installatio
90. n Windows 75 Upgrading a replica server with file cabinets only on Windows 1 Perform the pre upgrade tasks 2 Upgrade the master server Note You do not need to run the Document Manager Replica Install Setup from the CD 3 Enable a replication cycle by typing from the replica server console load replica 4 Runa replication cycle by typing from the master server Repl replicaservrename domain 5 Perform the post upgrade tasks Upgrading a replica server with file cabinets and or libraries on Windows 1 Perform the pre upgrade tasks 2 Shut down all of the following to prevent conflicts e All replica servers e Notes client e Document Manager databases e Domino server software Insert the Document Manager CD into the CD ROM drive Choose Run from the Start Menu In the Command Line text box type lt CD drive letter gt w32 install setup exe for example d w32 install setup exe 6 Accept or change the directory name shown Note You must install the upgrade into the same directory in which you installed the previous version of Lotus Domino Document Manager Domino Doc Click Replica Install When the upgrade program informs you that a previous version of Lotus Domino Document Manager Domino Doc has been found and asks if you d like to upgrade click Yes 9 Enter your password when prompted to do so 10 Click Finish when the procedure has completed 11 Start the Domino server on the upgrade machin
91. n tasks for Windows 1 2 3 Complete the tasks needed to install the replica server Remove the CD from the drive Sign ddadmin ntf and ddadmin nsf with the same ID that was used to sign them on the master server For details see the chapter on signing templates and databases If you are using server to server replication open the Server documents for all servers where you will be replicating Document Manager and verify that the User ID used to sign the Document Manager templates has rights to run unrestricted methods and operations on the specified server either directly or through a group Tip To verify this open the appropriate Server record in the Directory Address Book and click the Security tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field Go to a Notes client to perform the new replica server setup procedure For details see Setting up a new replica server in the chapter that describes setup on all server platforms Chapter 5 Installing Document Manager on Windows 71 Upgrading a Document Manager master server on Windows This section contains information and procedures for upgrading a Lotus Domino Document Manager Domino Doc master server on Windows including e Pre upgrade tasks e Upgrade procedure e Post upgrade tasks Performing master server pre upgr
92. n that server 2 Gather and have on hand information that you will need to provide during setup e Name of the master Domino server this is the name as given in the Notes Address Book do not use the network node name e Path to the Notes data directory such as notes R5 Chapter 5 Installing Document Manager on Windows 69 8 e Path to the subdirectory of the Domino data directory where you want to install Document Manager Verify that you have administrator access to Windows on the server where you will install Document Manager Make sure you have installed the Lotus Domino Replica for Windows software and have set up a Domino server on your Windows server Become familiar with startup and shutdown procedures for the Domino server Make sure that you can create new replicas with this server and that the server replicates with the master without errors Make sure the Document Manager groups added to the Domino Directory on the master server have replicated to the replica server Install the replica server Installing a replica server on Windows We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Upgrading a replica server on Windows 1 Perform the pre installation tasks 2 Shut down the Notes client and the Do
93. ndow appears 5 Click OK The Setup procedure creates replicas of ddmtrans ntf and ddmtrans nsf Load the transaction manager and replicate 7 Ifyou have not already done so edit the replica server s profile in names nsf e Add the Domino Doc Administrators group and the Domino Doc Site Administrators group to the Run unrestricted LotusScript Java agents field e Ifthe Create new databases field is not blank add the Domino Doc Administrators group the Domino Doc Site Administrators group and the Domino Doc File Cabinet Creators group to it 8 Shut down the Domino server and restart it 84 Document Manager Installation Guide 9 10 11 Close the Notes client choose File Exit and then start it again to make Document Manager accessible from the client Note All current Notes users who want to access Document Manager must also close their Notes client and restart it Create replicas of selected libraries and or file cabinets For more information see the Document Manager Administrator s Guide Optional If users will be accessing Document Manager libraries from the Web create database links to the new library replicas Loading the transaction manager If you plan to use multiple servers in your Document Manager environment you must enable the transaction manager For information on creating and maintaining replicas see the Document Manager and Replication chapter in the Document Manager
94. nt Manager CD into the CD ROM drive Choose Run from the Start Menu In the Command Line text box type lt CD drive letter gt w32 install setup exe for example d w32 install setup exe 6 Read the Software License Agreement and click Yes if you agree to continue the installation 7 Click Next at the Welcome window of the Document Manager Server Setup 8 At the first Choose Destination Location window confirm or enter the path to the Domino server program directory and click Next This must be the same directory where Domino is installed Chapter 5 Installing Document Manager on Windows 67 9 At the second Choose Destination Location window confirm or enter the path to the Domino data directory and click Next 10 At the third Choose Destination Location window confirm or enter the path to the directory where you want to install Document Manager and click Next This directory must be either the Notes data directory or below it 11 At the Select Components window select Master Server Install 12 It takes a few minutes to install the components when the install program is done click Finish at the Install Complete window 13 Start the Domino server on the installation machine Note You will encounter an expected error Transaction Manager Initialization Failed at server startup until after you create a library 14 Perform the post installation tasks and install any replica servers Correcting a regi
95. nt Manager installation Information and procedures for installing a Lotus Domino Document Manager master server on iSeries are organized as follows e Pre installation tasks e Installation procedure e Post installation tasks Performing master server pre installation tasks for iSeries While the actual installation of Lotus Domino Document Manager is simple and straightforward it does require some preplanning on your part Use the checklist below to ensure a smooth installation Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Performing master server pre upgrade tasks for iSeries 1 Check the iSeries Web site for the latest tips on installation and use to verify that you have all of the recommended fixes Go to http www ibm com servers eserver iseries domino and select Domino Document Manager 2 Make sure you have installed the Lotus Domino for iSeries software and set up a Domino server on your iSeries If some users will be accessing Lotus Domino Document Manager via Web browsers or the Desktop Enabler via the HTTP protocol then your Domino server name must be defined in the DNS server or in iSeries s TCPIP host table Refer to Domino for iSeries Help on how to verify the iSeries TCP IP setup For details see the Lotus Domino for iSeries documentation e Installing and Managing Domino for iSeries book e Domino for iSeries Help database i400hel
96. o have completed correctly but you may experience problems when working with the new version 2 Make sure that the templates listed below are in the Notes data directory Domino Doc Configuration Template ddmconfg ntf Chapter 4 Installing Document Manager on iSeries 400 51 Domino Doc Transaction Template ddmtrans ntf Domino Doc Log Template dmlog ntf Domino Doc Library Template domdoc ntf Domino Doc File Cabinet Template filecab ntf Domino Doc Site Admin Template ddadmin ntf for 3 1 upgrades only 3 Optional Identify customizations that have been made to your library and file cabinet templates for example DocEvents your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals in the templates directory on the Lotus Domino Document Manager installation CD 4 Restrict server access to the administrator and prevent users from accessing the server during the upgrade process by typing the following commands at the server console set config server restricted 2 drop all Back up your Binder and Document databases as a precaution Upgrade the master server Upgrading a master server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation The upgrade process on the iSe
97. o server and select the library database The library is located in the subdirectory that you specified for Document Manager with the name lt libraryname gt Lib nsf 2 Click Library Administration 3 Click Download Client Software 4 Click the following link Download Lotus Document Manager Controls software 5 Double click ddbindx exe and then click Open Note To install the Document Manager controls on additional Windows workstations prior to deploying the library copy ddbindx exe to each target PC and run the file Chapter 7 Installing the Document Manager Desktop Client and Controls 93 Chapter 8 Signing Templates and Databases If you have not already done so it is recommended that you review the ReadMe txt file for updates to the installation and setup procedures before continuing This file is located at the root of the Document Manager CD After installing Document Manager you must sign some of the templates and databases that were installed Signing templates Signing site administration and documentation databases Signing templates Perform this procedure in the Domino Administrator application using a Notes ID that is both a Domino administrator and a member of the Domino Doc Site Administrators group 1 2 gy oe Open the Lotus Domino Administrator application Make sure you are logged in with an appropriate administrator ID If not choose File Tools Switch ID to use the correct I
98. ocument databases and any other supporting databases from the Document Manager installation directory Do one of the following e For AIX delete the following files from the Domino server installation directory opt lotus notes latest ibmpow libddmprof a libddmprof25 a libddwrap a libddhapi a ddmtran libtaddin a e For Solaris delete the following files from the Domino server installation directory opt lotus notes latest sunspa libddmprof so libddmprof25 so libddwrap so libddhapi so ddmtran libtaddin so Delete taddin res from the res C subdirectory of the Domino server installation directory 34 Document Manager Installation Guide 10 11 Optional Delete the Document Manager gif files from the Domino icons directory typically domino icons under the server s data directory Remove any copies of the library template that you created with names other than domdoc ntf and any copies of the file cabinet template that you created with names other than filecab ntf You may also need to remove items from the notes ini file e Remove the task ddmtran from the ServerTasks list e Remove these lines DDMTransDB lt Document Manager install path gt ddmtrans nsf DDMtTransPollingInterval 60 DDMTransRetryInterval 60 DDMtTransRetryFailCount 24 DDMTransSendMail NO DominoDisableFileUploadChecks 1 Chapter 3 Installing Document Manager on AIX or Solaris 35 Chapter 4 Installing Document Manager on iSeries 400
99. oftware from iSeries You can remove the Lotus Domino Document Manager software from a particular Domino server or from the iSeries system Removing the software from a server The iSeries Remove Lotus Domino Document Manager RMVDOMDOC command is provided to remove the Document Manager software from a Domino for iSeries server 1 5 Shut down the Domino server and the iSeries subsystem in which the server was running For more information see Installing and Managing Domino for iSeries On any iSeries command line type rmvdomdoc Press F4 to display the command prompt In the Server name field type the name of the Domino server from which you want to remove the software Press ENTER to run the command The RMVDOMDOC command removes the Document Manager files that were installed by the ADDDOMDOC command specifically it removes Document Manager ntf files from the server s data directory and the nsf files from the Document Manager subdirectory Any backup files that were created when Document Manager was added to the server gif files from the icon subdirectory within the server s data directory The transaction manager ddmtran task from the ServerTasks list in the server s notes ini file The following transaction manager related settings from the notes ini file DDMTransDB lt Domino Doc install path gt ddmtrans nsf DDMtTransPollingInterval 60 DDMtTranskRetryInterval 60 DDMtTransRetryFailCount 24
100. olaris hardware and software requirements A Document Manager server that runs Solaris requires the following hardware and software A Sun UltraSparc system running Solaris version 8 or 9 A Domino server see ReadMe txt for a list of certified Domino server versions Note If the Domino server is not installed in the default path which starts with opt lotus make sure that an environment variable exists and points to the location of the Domino server before you install or upgrade Document Manager The best way to do this is to add the environment variable to the profile file of the user who is authorized to run the Domino server For example if the Domino server is installed in notopt lotus notes latest sunspa make sure that the LD_LIBRARY_PATH variable includes that directory To do so include the following lines in the appropriate user s profile file LD LIBRARY PATH LD LIBRARY PATH notopt lotus notes latest sunspa export LD LIBRARY PATH 128MB RAM minimum 20MB disk space minimum for Document Manager plus disk space for other applications and Domino users 1GB disk space minimum for Document Manager file cabinets 4GB recommended For replica servers a master server with Document Manager already installed Supported networks and protocols TCP IP Chapter 3 Installing Document Manager on AIX or Solaris 17 Skill requirements for installing on AIX or Solaris AIX and Solaris have security restrict
101. ome familiar with startup and shutdown procedures for the Domino server 5 Locate the notes ini file on the server and verify that KeyFileName is set to a valid value You can do this two different ways e Set KeyFileName admin id where admin id is a valid administrator ID file for signing databases The ID file must be in the data directory to which you are installing e Set KeyFileName path admin id where path is the fully specified path to a valid administrator ID file for signing databases If you specify the path the ID file does not need to be in the Server data directory Note If the notes ini file does not contain an entry for KeyFileName the install program will automatically add it and assign it the value from ServerKeyFileName 6 Use a Notes client to verify that the system groups that Document Manager will create do not conflict with groups already in use in your server s Directory Address Book Document Manager will create these groups e Domino Doc Site Administrators e Domino Doc Administrators e Domino Doc File Cabinet Creators e Domino Doc Address Book Editors e Domino Doc Servers e Domino Doc Users 7 Ifyou plan to create one or more libraries as part of the installation have on hand the following information e Notes Domino server name e Notes Domino domain name e HTTP host name of the server e Name of each library to be created e Configuration options for each library e Document Manager Group na
102. on of Document Manager Domino Doc has been found and asks if you d like to upgrade click Yes Enter your password when prompted to do so Click Finish when the procedure has completed Warning Do not open the Domino Doc Site Administration database ddadmin nsf until prompted to do so Chapter 5 Installing Document Manager on Windows 73 12 Start the Domino server on the upgrade machine 13 Make sure that the design elements in your Document Manager databases do not have the Prohibit design replace or refresh to modify option selected in their design properties Warning This option must be turned off unchecked for all design elements before you continue 14 Copy any customizations from your backed up domdoc ntf and filecab ntf templates found with 1tf extensions in the highest numbered ddbu subdirectory of your server s data directory into the newly installed version 6 5 1 templates found with ntf extensions in your data directory Possible customizations include DocEvents your company logo custom document and binder types Tip You can use a Notes diff tool for example TeamStudio Delta from Ives Development Inc to compare the templates on your server with the originals in the templates directory on the Document Manager installation CD Later when you apply the actual customizations use a special Administrator ID to make it easier to track and identify the changes 15 Sign the templates and databases 1
103. oose File Database Open Open the address book or Domino directory on the server where you installed Document Manager If the Domino Doc Site Administrators group does not exist or does not include the site administrator performing the setup you must create the group in the Address Book and or add the appropriate user s to the group before proceeding Close the address book Enter the following command at the Domino server console load updall r names nsf Open the Domino Doc Site Administration database ddadmin nsf located on the Document Manager server in the subdirectory where you installed Document Manager Note The Site Administration database must be accessed from the server not locally If you get the message You are not authorized to access this database verify that you have created the Domino Doc Site Administrators group in the Public Name and Address Book and that you are a member If so close Notes re open it then try again to open the Site Administration database Continue with the appropriate procedure listed below Selected setup procedures The Setup procedure interface varies depending on whether you are setting up a master or replica or if the installation is an upgrade from a previous release Select the procedure that applies to your configuration e Setting up anew master server e Setting up a new replica server e Upgrading a master server 80 Document Manager Installation Guide
104. oving 92 Document Manager client installing 91 removing 92 Document Manager controls installing 93 Documentation 2 Master servers installing on AIX or Solaris 18 20 22 installing on iSeries 41 43 45 installing on Windows 65 67 68 upgrading on AIX or Solaris 26 27 29 upgrading on iSeries 51 52 55 upgrading on Windows 72 73 74 R Removing Document Manager from AIX or Solaris 34 from iSeries 61 from Windows 78 Removing Document Manager client 92 Replica servers installing on AIX or Solaris 23 24 25 installing on iSeries 46 48 50 installing on Windows 69 70 71 upgrading on AIX or Solaris 30 31 33 upgrading on iSeries 56 57 60 upgrading on Windows 75 76 77 Requirements AIX 16 18 desktop client 6 disk space 9 iSeries 39 Solaris 16 Windows 64 65 Signing databases 96 templates 95 T Templates signing 95 Transaction manager enabling 85 Troubleshooting server 99 100 templates 101 103
105. p nsf 3 Gather and have on hand information that you will need to provide during setup See Planning your Lotus Domino Document Manager installation 4 Verify that you have the required access to iSeries on the server where you will install Lotus Domino Document Manager Chapter 4 Installing Document Manager on iSeries 400 41 5 Become familiar with startup and shutdown procedures for the Domino server For more information see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf 6 Become familiar with the procedure for mounting a CD on the iSeries server 7 Locate the notes ini file on the server and verify that KeyFileName is set to a valid value You can do this two different ways e Set KeyFileName admin id where admin id is a valid administrator ID file for signing databases The ID file must be in the data directory to which you are installing e Set KeyFileName path admin id where path is the fully specified path to a valid administrator ID file for signing databases If you specify the path the ID file does not need to be in the Server data directory 8 Use a Notes client to create Domino Doc Site Administrators group with the Domino administrator as a member in your server s Directory Address Book Also verify that the system groups that Document Manager will create do not conflict with groups already in use in your server s Directory Document Manager will
106. quirements are for each of these components so that you can have the necessary information for the installation and setup procedures Equipment requirements Domino servers Disk space requirements Administrators Users Equipment requirements This section describes the general equipment requirements for Lotus Domino Document Manager installation For detailed information on supported server platforms Domino releases and client requirements see ReadMe txt Server requirements Server requirements are described in detail in the section of this guide for each server type Domino R5 or R6 must be installed on the server For information on compatible Domino server versions see ReadMe txt Notes client requirements The installation database setup procedure requires a Notes client workstation that is communicating with the server This may be the server administrator s workstation Document Manager client requirements The Document Manager client requires the following hardware and software Microsoft Windows XP Professional Windows 2000 Professional or Windows NT 4 Memory 64MB Hard disk space 7MB to install Desktop Enabler plus space for downloading temporary files from the Document Manager server 256 color display with minimum 800 x 600 resolution Lotus Notes client Web browser Desktop Enabler included with Document Manager Planning your servers Document Manager is installed on one master serve
107. r and may also be installed on one or more replica servers The master server and any replicas may all be the same platform type or they may be a mixed environment of the various supported platforms Document Manager consists of one or more libraries created on these servers by using the Domino Doc Site Administration database ddadmin nsf To install Document Manager you need to know The name of the Domino server that will be the master server for Document Manager The name s of any replica server s that will be installed The platform type of each of the servers that will be installed The location and password for the user ID that will give you the proper access to perform the installation on each server To begin the setup process you need to know The location and password for the user ID that will give you the proper access to perform the setup on each server How to log in as Admin at the Notes client where you will run the Setup procedure to create the library 6 Document Manager Installation Guide Master server Before you install the server software on the master server you need to decide The server that will be your Document Manager master server The directory on the master server in which you ll put your Document Manager library or libraries Before you set up a library on the master server you need to decide The name of the server installed as your Document Manager master server determined at
108. r AIX or Solaris software and have set up a Domino server on your AIX or Solaris server Become familiar with startup and shutdown procedures for the Domino server Become familiar with the procedure for mounting a CD on the AIX or Solaris server Make sure that you can create new replicas with this server and that the server replicates with the master without errors Make sure the Document Manager groups added to the Domino Directory on the master server have replicated to the replica server Install the replica server Chapter 3 Installing Document Manager on AIX or Solaris 23 Installing a replica server on AIX or Solaris We recommend printing these instructions to use as a checklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Upgrading a replica server on AIX or Solaris 1 10 Perform the pre installation tasks Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes Shut down the Domino server software on the installation machine by entering exit or quit at the Domino server console gt quit Become the super user by either logging in as root or using the su command su password password AIX users only Mount the CD smit mountfs Insert the Document Manager CD into the CD ROM drive Solar
109. r example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Document Manager software to a Domino server Note The following procedure runs the ADDDoMDOc command interactively Adding the Document Manager software to each Domino server takes from 3 to 30 minutes depending on the iSeries model Set up the Document Manager software on a server during periods when the system is not heavily loaded to minimize the effect on system users If you prefer you can run the ADDDOMDOC command in a batch job by using the Submit Job SBMJOB command 1 Adda secondary language library to your library list if the primary language of the system does not match the national language version NLV of Lotus Domino Document Manager for iSeries For example if you are installing the English 2924 version of Lotus Domino Document Manager for iSeries on a German 2929 iSeries system you need to add the secondary language library QSYS2924 to your library list 58 Document Manager Installation Guide Enter the following command to add the secondary library addlible lib qsys2924 For details on the steps used to ensure that the secondary language can be used see the iSeries National Language Support book SC41 5101 2 Shut down the Domino server if it is active For details on stopping a Domino server see Installing and Manag
110. r server Repl replicaservrename domain Perform the post upgrade tasks Upgrading a replica server with file cabinets and or libraries on AIX or Solaris 1 Perform the pre upgrade tasks Make sure you are logged in with a user ID that is authorized to run the Domino server the default is notes Shut down the Domino server software on the installation machine by entering exit or quit at the Domino server console gt quit Become the super user by either logging in as root or using the su command su password password AIX users only Mount the CD smit mountfs Insert the Document Manager CD into the CD ROM drive Solaris users only Allow the automounter to mount the CD Change to the appropriate distribution directory for example cd mnt cdrom aix install cd cdrom docmgr651 solaris install Chapter 3 Installing Document Manager on AIX or Solaris 31 10 11 12 13 14 Install the Document Manager server software by running part 1 the installation program provided with Document Manager installl When prompted do the following e Specify the Domino server data directory For example type local notes data and then press ENTER Domino must use the same directory that it was using when you installed the previous version of Document Manager Domino Doc e When the program indicates that it has detected a previous version of Document Manager Domino
111. rectory assistance You do not need to get the user list exactly right during setup Your Library Administrators can adjust the user list afterwards by editing the System Profile document in the Library database Notes client users There are no special requirements for Document Manager users who access the libraries as databases from a Notes client If they need to access libraries from within ODMA applications they must have the Desktop Enabler installed and set up on their workstations HTTP users For users who will access Document Manager through HTTP clients either Web browsers or the Desktop Enabler via the HTTP protocol there are a few things to keep in mind e Ifyou have users who will use both HTTP and Notes clients the Person records for each of these users must have an HTTP password This will let them log on via a Web browser or the Desktop Enabler via the HTTP protocol e The Domino HTTP server can access databases only on a single Domino server If you are using both HTTP and Notes clients be sure that your Notes clients do not create file cabinets on servers other than the server where Document Manager is installed because the HTTP clients will be unable to access them When running the Setup procedure you will choose No for the setup option Should Notes users be allowed to specify a server when creating file cabinets to restrict file cabinet creation to the server that contains the library e Document
112. ries consists of two parts 1 Using LODRUN to copy the new version of Lotus Domino Document Manager Domino Doc to your iSeries 2 Using ADDDOMDOC to add the new version of the software to the Domino server Using LODRUN Use the iSeries Load and Run LODRUN command to install the Lotus Domino Document Manager Domino Doc software on your iSeries You can enter the command from any iSeries command line The command line is the underlined area following the gt symbol 1 Perform the pre upgrade tasks 2 Start the Notes client on the administrator workstation on your Domino for iSeries server The administrator workstation has the user ID for the Domino administrator who has Manager access to the server s Directory with the ability to add and modify groups 52 Document Manager Installation Guide For details on the administrator workstation for a Domino server on iSeries see the Domino for iSeries documentation Using the administrator workstation e Verify that you as the administrator can create replica databases on the Domino server Open the Server document in the Directory and look at the Create new replicas field in the Security section e Verify that the system groups that Lotus Domino Document Manager will create do not conflict with groups already in use in your server s Directory Shut down the Domino server For details on stopping a Domino server see the Installing and Managing Domino for iSeries
113. rm the setup procedure For details see Upgrading a master server in the chapter that describes setup on all server platforms Upgrading a Document Manager replica server on AIX or Solaris This section contains information and procedures for upgrading Lotus Domino Document Manager Domino Doc replica servers on AIX or Solaris including Pre upgrade tasks Upgrade procedure for a replica server that has file cabinets only Upgrade procedure for a replica server that has libraries and file cabinets or libraries only Post upgrade tasks Performing replica server pre upgrade tasks for AIX or Solaris Before upgrading your replica servers to the current Lotus Domino Document Manager release perform the following steps 1 2 Shut down all replica servers If you have not already done so upgrade the master server 30 Document Manager Installation Guide 3 Do one of the following as needed e Perform the tasks to upgrade a replica server with file cabinets and or libraries e Perform the tasks to upgrade a replica server with file cabinets only Upgrading a replica server with only file cabinets on AIX or Solaris 1 2 5 Perform the pre upgrade tasks Upgrade the master server Note You do not need to run the Document Manager Replica Install Setup from the CD Enable a replication cycle by typing from the replica server console load replica Run a replication cycle by typing from the maste
114. rver takes from 3 to 30 minutes depending on the iSeries model To minimize the effect on system users set up the Document Manager software on a server during periods when the system is not heavily loaded If you prefer you can run the ADDDOMDOC command in a batch job by using the Submit Job SBMJOB command 1 Ifthe primary language of the system does not match the national language version NLV of Lotus Domino Document Manager for iSeries add a secondary language library to your library list For example if you are installing the English 2924 version of Lotus Domino Document Manager for iSeries on a German 2929 iSeries system you need to add the secondary language library QSYS2924 to your library list To add the secondary library enter the following command addlible lib qsys2924 For details on the steps used to ensure that the secondary language can be used see the iSeries National Language Support book SC41 5101 2 Shut down the Domino server if it is active For details on stopping a Domino server see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf 3 Enter on any iSeries command line adddomdoc Press F4 Prompt 5 Type the server name in the resulting display and press ENTER Tip If you are not sure of the server name press F4 to see a list of server names ADDDOMDOC detects the older version of Document Manager Domino Doc on your server and specifies t
115. s on the specified server either directly or through a group Tip To verify this open the appropriate Server record in the Directory Address Book and click the Security tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field Go to a Notes client to perform the setup procedure For details see Upgrading a master server in the chapter that describes setup on all server platforms Upgrading a Document Manager replica server on Windows This section contains information and procedures for upgrading Lotus Domino Document Manager Domino Doc replica servers on Windows including Pre upgrade tasks Upgrade procedure for a replica server that has file cabinets only Upgrade procedure for a replica server that has libraries and file cabinets or libraries only Post upgrade tasks Performing replica server pre upgrade tasks for Windows Before upgrading your replica servers to the current Lotus Domino Document Manager release perform the following steps 1 2 3 Shut down all replica servers If you have not already done so upgrade the master server Do one of the following as needed e Perform the tasks to upgrade a replica server with file cabinets and or libraries e Perform the tasks to upgrade a replica server with file cabinets only Chapter 5 Installing Document Manager o
116. sktop Enabler lets users access Document Manager libraries via the Windows Explorer provides support for integrated applications such as Microsoft Office and Lotus SmartSuite and lets users manage local settings through the Document Manager Desktop Administrator The Document Manager controls provide additional support for Notes client users e Installing the Document Manager client e Removing the Document Manager client software e Installing the Document Manager controls Installing the Document Manager client The user accesses Lotus Domino Document Manager as a Notes client accessing the library database or as a Web browser accessing the library through its URL No additional installation on the client workstation is required for either of these access modes A Notes user can also access a library through the Document Manager Desktop Enabler The Enabler lets users who work with document creation applications such as Lotus Word Pro or Microsoft Word access documents in a Document Manager library directly from the application This is particularly useful for those who spend a significant amount of time working in these applications You can install the Desktop Enabler from the Document Manager library onto the Notes workstation by using either a Notes client or a Web browser The installation procedure is the same for both the Notes client and the Web browser 91 Installing the Desktop Enabler To install the Desktop Ena
117. stry problem detected by the Install program The Document Manager Install program uses the server s Windows registry to locate Notes and to load the LotusScript Notes classes The Install program looks for a registry key in the HKEY_LOCAL_ MACHINE tree named SOFTWARE Lotus Components LotusScriptExtensions 2 0 This key should contain the full path name of the Notes DLL nlsxbe dll If this key is missing or refers to a file that does not exist the Install program asks you whether you want it to try to repair your registry e Ifyou answer Yes the Install program checks the server s registry to find where Notes is currently installed and looks for the nlsxbe dll file If nlsxbe dll is present then Install writes the full path into the registry Install looks for the Notes installation by checking the Path value under the HKEY_LOCAL_MACHINE Lotus Notes 4 0 key If the Notes registry key is missing or incorrect or the Path value is missing or incorrect Install terminates without attempting to repair the registry You must either repair the registry by hand or reinstall Notes e If you answer No Install terminates You must either repair the registry by hand or reinstall Notes Performing master server post installation tasks for Windows 1 Complete the tasks needed to install the master server 2 Remove the CD from the drive 68 Document Manager Installation Guide 3 Sign the templates and databases For details see the chapter
118. t Creators for this library Document Manager automatically fills in the current user as the first administrator Optional If you use an SMTP Gateway for sending Internet e mail specify the foreign domain that you route Internet mail to Optional If users will be accessing Document Manager via HTTP using the Web browser or an integrated application specified in the Document Manager Desktop Administrator enter the TCP IP address of your Domino HTTP server Chapter 6 Setup Procedure for All Platforms 81 11 Accept or change the Group names Note You can change the group names associated with this library however we recommend using the defaults to avoid name conflicts You cannot change the super group names 12 Optional If you want file cabinet creators to be able to create file cabinets only on the server where they have opened the Document Manager library deselect Allow Notes users to specify a server 13 Optional If you do not want Setup to update the Public Name and Address Book PNAB deselect Allow Setup to update Public Name and Address Book If setting up the first library this includes modifying the PNAB Access Control List and changing server document settings In other cases it includes adding and modifying access control groups If you choose No either you or an administrator with Manager access to the PNAB will have to add the Domino Doc groups to the Public Name and Address Book manually
119. tabases do not have the Prohibit design replace or refresh to modify option selected 32 Document Manager Installation Guide 15 16 17 Warning This option must be turned off unchecked for all design elements before you continue Perform a design refresh by typing from the server console load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed Upgrade any additional replica servers Perform the post upgrade tasks Performing replica server post upgrade tasks for AIX or Solaris After installing your replica server upgrade perform the following steps to complete the replica upgrade 1 2 Restart all replica servers Make sure that all of the replica server names and the Domino Doc Site Administrators group exist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book Sign the templates and databases For details see the chapter on signing templates and databases Run a replication cycle by entering from the master server Repl replicaservername domain Note This process could take several minutes depending on the number of libraries and file cabinets you have installed If you are using custom library and file cabinet templates that are not named domdoc ntf and filecab ntf create a replica
120. the English 2924 version of Lotus Domino Document Manager for iSeries on a German 2929 iSeries system you need to add the secondary language library QSYS2924 to your library list Enter the following command to add the secondary library addlible lib qsys2924 For details on the steps used to ensure that the secondary language can be used see the iSeries National Language Support book SC41 5101 Chapter 4 Installing Document Manager on iSeries 400 49 2 Shut down the Domino server if it is active For details on stopping a Domino server see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf 3 Enter on any iSeries command line adddomdoc Press F4 Prompt Type the server name in the resulting display and press ENTER Tip If you are not sure of the server name press F4 to see a list of server names 6 Provide additional details in the expanded display Install type Specify REPLICA to use this server as a Lotus Domino Document Manager replica server If you are migrating from Domino Doc 3 1 the system sets the install type to the type that was originally installed If the server was previously installed as a master this field is initially set to MASTER Domino Doc subdirectory Specify the name of the subdirectory of the Domino server s data directory The Lotus Domino Document Manager files will be copied to this subdirectory For example if the data directory of the
121. the server where you will install Lotus Domino Document Manager 6 Become familiar with startup and shutdown procedures for the Domino server For more information see Installing and Managing Domino for iSeries or the Domino for iSeries Help database i400help nsf 7 Become familiar with the procedure for mounting a CD on the iSeries server 8 Make sure that you can create new replicas with this server and that the server replicates with the master without errors 9 Make sure the Document Manager groups added to the Domino Directory on the master server have replicated to the replica server 10 Install the replica server Chapter 4 Installing Document Manager on iSeries 400 47 Installing a replica server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your installation The installation process on the iSeries consists of two parts 1 Using LODRUN to unload the software from the Lotus Domino Document Manager CD and install it on the iSeries system 2 Using ADDDOMDOC to add the software to the Domino server Note If you are upgrading from a previous version of Lotus Domino Document Manager Domino Doc follow the instructions for Upgrading a replica server on iSeries Using LODRUN Use the iSeries Load and Run LODRUN command to install the Lotus Domino Document Manager software on your iSeries You can enter the command from any
122. tus Domino Document Manager master or replica server installation on AIX or Solaris the process Installs executable programs for Document Manager in the Domino server installation directory Installs gif icon files for Document Manager in the Domino server icons directory domino icons located in the Notes data directory Copies the following ntf template files to the Domino server data directory e ddmconfg ntf Domino Doc configuration template e ddmtrans ntf Domino Doc Transaction Manager template e dmlog ntf Domino Doc log template e domdoc ntf Domino Doc library template 15 e filecab ntf Domino Doc file cabinet template e ddadmin ntf Domino Doc Site Administration database for creating ddadmin nsf to configure Document Manager libraries on a server Creates the Domino Doc Site Administration database ddadmin nsf Copies the following documentation files to the specified installation directory e ddmddig nsf Document Manager Installation Guide this book e ddmadmgd nsf Document Manager Administrator s Guide e ddmusrgd nsf Document Manager User s Guide e ddmddpg nsf Document Manager Programmer s Guide e ddmddwf nsf Document Manager and Lotus Workflow Integration Guide Adds Document Manager configuration information to the notes ini file System requirements for AIX or Solaris Before you install Lotus Domino Document Manager install the supported hardw
123. ur installation e Domino Doc Site Administrators e Domino Doc Library Administrators e Domino Doc File Cabinet Creators Domino Doc Site Administrators A Document Manager site has one or more libraries Only a Site Administrator can create a library The Domino Doc Site Administrators group is created during the creation of the first library By default Document Manager sets the group name to Domino Doc Site Administrators and adds the name of the administrator who is creating the first library to the member list Members of this group are granted Manager access to all Document Manager databases and have the highest level of access to all file cabinets all binders and all documents in the system Note The Domino Doc Site Administrators group is created automatically on Windows AIX and Solaris platforms For iSeries the Domino Doc Site Administrators group must be created manually before the first library is created You must have at least one Site Administrator and can have as many as you want However because Site Administrators have full access to all Document Manager databases and can perform actions that are otherwise restricted in any library for example checking in documents to which they do not have explicit access you may want to keep the number of Site Administrators as low as possible Domino Doc Library Administrators Domino Doc Library Administrators have the highest level of access to their library and can
124. xist in the Run unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book Sign the templates and databases For details see the chapter on signing templates and databases Run a replication cycle by entering from the master server Repl replicaservername domain Note This process could take several minutes depending on the number of libraries and file cabinets you have installed If you are using custom library and file cabinet templates that are not named domdoc ntf and filecab ntf create a replica of each custom template on the replica servers For each file cabinet that does not reside on the master server refresh the design from the master file cabinet template and then run the UpgradeAgent in the binder database and every document database Tip To identify all file cabinets not located on the master server click Library Administration in the navigation pane then click Replication and select the Location Info view Shut down the Domino replica servers and restart them Optional If users will be accessing Document Manager libraries from the Web create a database link to every library database on each replica server For details see Creating the database link in the chapter on setup procedure for all platforms 60 Document Manager Installation Guide Removing Document Manager server s
125. you have all of the recommended fixes Go to http www ibm com servers eserver iseries domino and select Document Manager 46 Document Manager Installation Guide 2 Make sure you have installed the Lotus Domino for iSeries software and set up a Domino server on your iSeries If some users will be accessing Lotus Domino Document Manager via Web browsers or the Desktop Enabler via the HTTP protocol then your Domino server name must be defined in the DNS server or in iSeries TCPIP host table Refer to Domino for iSeries Help on how to verify the iSeries TCP IP setup For details see the Lotus Domino for iSeries documentation e Installing and Managing Domino for iSeries book e Domino for iSeries Help database i400help nsf 3 Verify that you have installed a Lotus Domino Document Manager master server and have created at least one library on that server 4 Gather and have on hand information that you will need to provide during setup e Name of the Domino server where you plan to install the replica server This is the name as given in the Domino Directory do not use the network node name e Path to the Notes data directory such as home notes notesr5 e Path to the subdirectory of the Domino data directory where you want to install Lotus Domino Document Manager e Name of the Domino server that will be your master server for Lotus Domino Document Manager 5 Verify that you have administrator access to iSeries on

IBM Lotus Domino Document Manager (d53kxll

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