EMC Documentum My Documentum Desktop

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1 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Legal Notice Copyright EMC Corporation. All rights reserved. EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED "AS IS." EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. Adobe and Adobe PDF Library are trademarks or registered trademarks of Adobe Systems Inc. in the U.S. and other countries. All other trademarks used herein are the property of their respective owners. Documentation Feedback Your opinion matters. We want to hear from you regarding our product documentation. If you have feedback about how we can make our documentation better or easier to use, please send us your feedback directly at ECD.Documentation.Feedback@emc.com.

3 Table of Contents Chapter 1 Introduction...9 Introduction...9 General Installation Guidelines...9 Chapter 2 Upgrade My Documentum Desktop Chapter 3 Chapter 4 Upgrade My Documentum Desktop Install the MDD Server...13 Sequence to deploy the MDD Server...13 Back up preferences and undeploy any previous version (Windows only) Install the MDD Server...14 Deploy the MDD Server in a stand-alone environment...14 Verify the server installation...15 Verify MTS and DTS install...15 Undeploy the MDD Server...16 Configure the MDD Server...17 Configure system preferences...17 Configuration files...17 Change the preferences directory...18 Configuration file syntax...18 Configure global preferences...18 Configure preferences for a repository, user, or default user group...21 Configure attributes displayed in check-in, import, and properties dialog boxes...22 Set the Search Scope to Selected Folders...23 Preference sets...23 Configure scheduled import...31 Change the configuration directory...31 Configure a Scheduled Import...31 Add a connection broker...33 Configure MDD to work with Retention Policy Services...33 Configure D Overview...33 Enable D Access D2 Logs...35 Chapter 5 Install Clients on Windows...37 Install MDD Client on Windows...37 Perform silent install of MDD Client on Windows...38 Run silent32.cmd or silent64.cmd...38 Run setup.exe with a *.mst file...39 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 3

4 Table of Contents Restart machine after installing MDD client and before logging in as limited user...44 Install Adobe InDesign plug-in for Windows...45 Install InDesign plug-in for Windows...45 Perform silent install of InDesign plug-in for Windows...45 Verify install of InDesign plug-in for Windows...45 Uninstall InDesign plug-in for Windows...46 Perform silent uninstall of InDesign plug-in for Windows...46 Start the MDD Monitor on Windows...46 Stop MDD Monitor...46 Verify the MDD client installation on Windows...46 Uninstall the MDD Client from Windows...47 Perform Silent Uninstall of MDD Client on Windows...48 Chapter 6 Install Clients on Macintosh...49 Chapter 7 Install the MDD Client on Macintosh OS X...49 Install MDD Client on Mac...49 Install Adobe InDesign plug-in on Mac...50 Install InDesign plug-in on Mac...50 Verify install of InDesign plug-in on Mac...50 Uninstall InDesign plug-in on Mac...51 Start MDD Client on Mac...51 Stop MDD Client on Mac...51 Connect to a repository on Mac...51 Access a repository in disconnected mode on the Mac...52 Enable auto-start on Mac...52 Uninstall MDD from Mac...53 Configure MDD Clients...55 Authoring cache...55 How MDD cleans the authoring cache...56 Synchronizing repository folders to a local cache on Windows...56 Configure the authoring cache (Windows)...57 Configure the authoring cache (Mac)...58 Clear the MDD Cache...58 Set preferred repositories...58 Disable Applications from Creating Files in the Root Directory...59 Define settings for an object type (Windows)...59 Define settings for an object type (Mac)...60 Change MDD client to use SSL (Windows)...60 Enable or disable SSL in MDD clients (Macintosh)...61 Set up Kerberos SSO...61 Dynamic Display of Metadata Dialog Based on Unique Key...61 Map File System Properties...65 Absolute and UCF Folder Paths EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

5 Table of Contents Access the MDD Help...70 Chapter 8 Troubleshoot...71 Cannot Connect to the Repository...71 Preferences errors...71 Client Service hangs on all clients...72 After install of new server and client, repositories are not available on client...72 Connection errors on export...73 Cannot connect to MDD Server...73 Chapter 9 Best Practices...75 Chapter 10 Repository...75 Network...75 Clients...75 Log Files...77 Client log files...79 View error logs...79 Change MDD client and InDesign plug-in log levels...80 Chapter 11 Feature Comparison Between Windows and Macintosh...83 Feature comparison between Windows and Mac...83 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 5

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7 Preface This manual describes how to install and configure My Documentum Desktop (MDD) to a server and to clients. Intended Audience This guide is intended for the administrators responsible to install and configure MDD on the host server and on client machines. Revision History The following changes have been made to this document. Revision Date December 2015 Description Initial publication. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 7

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9 Chapter 1 Introduction This chapter contains the following topics: Introduction General Installation Guidelines Introduction My Documentum Desktop (MDD) enables users to directly access and edit files in Documentum repositories from within their authoring and page layout applications. Use the icon to start MDD from the system tray. Repositories are displayed and accessed as a node (like a shared network drive) on your computer s operating system. For example, on Windows, My Documentum Desktop (under which the repository nodes are listed) is displayed in Windows Explorer as another drive. On the Macintosh, repository nodes are displayed under localhost in Finder. General Installation Guidelines Installing MDD requires knowledge of the operating systems applicable to your installation. These can include one or more of the following: Windows, UNIX, and Macintosh. The MDD Server runs in a standard application server environment and is installed according to the application server s standard procedures. You also start and stop the MDD Server according to the application server s standard procedures. SSL is supported for MDD on Windows. See your application server documentation for instructions on installing and configuring SSL. Clustering is supported through the application server. See your application server documentation for instructions on installing and configuring clustering. Ensure that your system meets the requirements listed in the release notes before installing the software. Installing MDD also requires knowledge of the Documentum products listed below. The installation might require involvement from your Content Server and Transformation Services teams. The installation requires knowledge of the following: Documentum Content Server Documentum Foundation Classes (DFC) DFC is installed as part of the server installation. Documentum Foundation Services (DFS) EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 9

10 Introduction Media Transformation Services (MTS) (optional) Documentum Thumbnail Server (optional) Either Advanced Document Transformation Services (ADTS) (optional) or Document Transformation Services (DTS) (optional) To install MDD, you install the following components: The MDD Server The MDD Client Important The MDD Server and MDD Client must be installed to different machines. Silent install and uninstall are only supported for: MDD Client on Windows MDD Client plugin for Adobe InDesign on Windows Before installing MDD client language packs, you must install the English MDD client. You can install multiple language packs on the same machine. However, ensure that you have the localized version of an operating system or install Windows language pack for the successful installation. You can run clients in SSO and non-sso mode against the same MDD server that has been enabled for SSO. 10 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

11 Chapter 2 Upgrade My Documentum Desktop This chapter contains the following topics: Upgrade My Documentum Desktop Upgrade My Documentum Desktop If you are using a previous version of MDD, you can upgrade the MDD server and client to the latest version on Windows. The section describes the supported upgrade scenarios. Upgrading from MDD 6.6 to 7.2 This upgrade scenario is not supported. If you are using MDD 6.6, you must uninstall it and then install MDD 7.2. Follow the installation instructions provided in this guide. Upgrading MDD to 7.2 Install the MDD 7.2 server and configure the upgraded clients to the 7.2 server during the upgrade. Follow these steps: 1. Install the MDD 7.2 server. 2. Upgrade the existing clients to 7.2 client. 3. During the upgrade process, provide the 7.2 server URL when prompted during GUI install or update the silent installer script with the 7.2 server URL before running the silent installer. Note: Before performing the upgrade, make sure that you shut down the MDD client. It has been observed that sometimes the MDD client fails to start and shows an error message when an upgrade is performed without closing the MDD client. Restarting the MDD client resolves this issue. Existing clients cannot work with MDD 7.2 server. Upgraded 7.2 clients cannot work with MDD server. The existing clients must be configured to the server and upgraded client to the 7.2 server. Upgrading MDD on Macintosh is not supported. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 11

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13 Chapter 3 Install the MDD Server This chapter contains the following topics: Sequence to deploy the MDD Server Back up preferences and undeploy any previous version (Windows only) Install the MDD Server Verify MTS and DTS install Undeploy the MDD Server Sequence to deploy the MDD Server To install the MDD Server, perform the following tasks and procedures in the following order: 1. Verify that your system meets the requirements listed in the release notes. 2. Install WinZip or a similar extraction utility on the host machine for the MDD Server. 3. Verify that you have access to EMC Online Support, 4. Back up preferences and undeploy any previous version (Windows only), page Ensure that connection broker and repository services are running on the Content Server. For instructions, see the appropriate Content Server administration documentation. 6. Deploy the MDD Server in a stand-alone environment, page Verify MTS and DTS install, page 15 Note: For deployment instructions on various application servers, refer to DFS Deployment Guide. Back up preferences and undeploy any previous version (Windows only) If you have a prior version of the MDD/FSS server software deployed on a Windows host, then before you deploy the new version you must first perform the tasks described here: 1. Back up any modified preferences to a separate folder. If you do not back up the preferences, you must manually reconfigure them after deployment. The preferences for are typically found in: <Application Server Directory>\webapps\fss\fss\config. Note: Depending on which preferences you have modified, you may need to migrate them to a different file. 2. Because as of version 6.7, the MDD Server is deployed onto an application server, you must undeploy any previous versions. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 13

14 Install the MDD Server To undeploy a previous version, see the installation guide for that version. Install the MDD Server Deploy the MDD Server in a stand-alone environment Before you deploy, you must first complete all previous steps in the Sequence to deploy the MDD Server, page 13. To deploy the MDD Server in a stand-alone environment: 1. Download and unzip the MDD Server installation files from to a temporary directory on your server host. 2. (For Solaris only) Set the DOCUMENTUM and DOCUMENTUM_SHARED environment variables to the installation location. For example, if /MDDServerHome is the installation directory, then execute these commands: export DOCUMENTUM = /MDDServerHome export DOCUMENTUM_SHARED =/MDDServerHome 3. Modify these files in the appropriate *.war or *.ear files (as specified in the Application Server files table and re-zip them. APP-INF\classes\mdd.properties: preferences property: Path to the preferences directory, which includes, for example, global.preferences. configuration property: The path for: default.displayconfiguration SystemConfiguration.xml CustomPropertyDisplayConfig APP-INF\classes\dfc.properties: Overwrite this file with the corresponding file from your Content Server installation. Note: For Tomcat server, refer to mdd.properties and dfc.properties in WEB-INF\classes. If multiple repositories (specified by different connection brokers) have identical names, when users log in to or out of one of these repositories, it will appear as though users are logged in to and out of all of these repositories at the same time. In addition, a user will not be able to log in to the identically named repositories as different users. 4. Copy these files to the directories specified in mdd.properties: default.displayconfiguration global.preferences SystemConfiguration.xml CustomPropertyDisplayConfig 5. Using the procedure recommended by the Documentum Foundation Services Deployment Guide, deploy the re-zipped application server files as follows: 14 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

15 Install the MDD Server Application Server Apache Tomcat Files fss.war emc-dfs.war Note: Edit server.xml in the <TomcatHome>/conf folder and include the following setting between the <Host></Host> tag: <Context path="" docbase="emc-dfs" debug="0" reloadable="true" /> Oracle WebLogic Server fss-services.ear emc-dfs.ear IBM WebSphere Application Server fss-services.ear emc-dfs.ear Verify the server installation 1. Run the following: ps -ef grep <fss> If it returns a result, the MDD server is running. 2. In a browser, enter the following URL: An XML file appears for the MDD object service. 3. In a browser, enter following URL: An XML file appears for the MDD remote service. Verify MTS and DTS install To verify install of MTS and DTS, you must first install and configure the MDD Server and at least one MDD Client component. This client must run InDesign. 1. Import an Adobe InDesign document to the repository. 2. Using a Documentum client that is extended by MTS and DTS, log in to the repository where the file above was imported as an administrator user. 3. Locate the object you just imported and examine its Renditions page. 4. The object will have a PDF rendition, a low-resolution rendition, and a thumbnail rendition included in its list of renditions. Note: Renditions are not created instantaneously. It might take some time for a rendition to appear on an object s Renditions page. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 15

16 Install the MDD Server Undeploy the MDD Server Log in using the MDD owner account. 1. Using the standard procedure for your application server, undeploy and delete the MDD Server Web application from the application server. 2. Delete the directories that you specified in the preferences and configuration properties of the APP-INF\classes\mdd.properties. Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. 16 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

17 Chapter 4 Configure the MDD Server This chapter contains the following topics: Configure system preferences FavesRecentFiles preference set Ingest preference set Object type filters preference set Template mappings preference set acstransfer preference set viewedit preference set FileExtension preference set The support preference set The browsing preference set Configure scheduled import Add a connection broker Configure MDD to work with Retention Policy Services Configure D2 Configure system preferences Configuration files To configure preferences for the system as a whole, you modify global.preferences, which is in the directory specified by the preferences property in APP-INF\classes\mdd.properties. See Configure global preferences, page 18. Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. To set preferences specific to a repository, a user, or a default user group, see Configure preferences for a repository, user, or default user group, page 21. Non-global preferences override global preferences. MDD gives precedence to preferences in this order, with the first preference having the highest precedence: Repository-specific user preferences Repository-specific group preferences Repository preferences EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 17

18 Configure system preferences Global-user preferences Global-group preferences Global preferences Change the preferences directory To change the preferences directory: Set the new path in the preferences property in APP-INF\classes\mdd.properties. Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. Configuration file syntax The root element of a preference file is the <fsspreferences> element. Preferences that govern a common area of functionality are grouped into preference sets, designated by the <preferenceset> element. Within each preference set, the <preference> element describes a specific setting. To edit a preference setting, you modify the <value> element within a <preference> element. You can add additional <preference name> elements to a <preferenceset>. Duplicate <preference name> elements in a given <preferenceset> are ignored. Figure 1 Configuration file syntax <fsspreferences> <preferenceset type="preference_set_name"> <preference name="preference_name"> <value value="preference_value"/> </preference> <preference name="preference_name"> <value value="preference_value"/> </preference> </preferenceset> <preferenceset type="preference_set_name"> <preference name="preference_name"> <value value="preference_value"/> </preference> <preference name="preference_name"> <value value="preference_value"/> </preference> </preferenceset> </fsspreferences> Configure global preferences 1. Modify global preferences in global.preferences, which is in the directory specified by the preferences property in APP-INF\classes\mdd.properties. 18 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

19 Configure system preferences Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. 2. Save and close the file. 3. Restart the MDD Server. 4. On all clients, restart MDD. MDD Server mdd.properties Location Default: fss-services.ear/app-inf/classes/mdd.properties Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. Properties Property Format Default Description preferences path C:/EMC/MyDD/ Preferences configuration path C:/EMC/MyDD/ Configuration Path to the preferences directory, which includes, for example, global.preferences. The path for: default.displayconfiguration SystemConfiguration.xml CustomPropertyDisplayConfig Temporary files filter Location SystemConfiguration.xml Elements 1 <SystemConfiguration> 2 <OperatingSystem name="windows"> 3 <IllegalCharacters> 4 <character>\</character> <character>*</character> </IllegalCharacters> 5 <SystemFiles> 6 <filename>desktop.ini</filename> <filename>thumbs.db</filename> </SystemFiles> 7 <ApplicationFiles> 8 <pattern>.*\.[ii][dd][ll][kk]</pattern> EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 19

20 Configure system preferences <pattern>>.*\.[tt][mm][pp]</pattern> </ApplicationFiles> </OperatingSystem> <OperatingSystem name="macintosh"> </OperatingSystem> </SystemConfiguration> 1 <SystemConfiguration> Root element for a set of individual operating system configurations (<OperatingSystem>). 2 <OperatingSystem name= "Windows Macintosh"> name specifies the operating system to which this <OperatingSystem> applies. Valid values: Windows or Macintosh 3 <IllegalCharacters> Specifies the illegal characters in <character> elements. 4 <character> Contains a single illegal character. Use multiple <character> elements to specify each illegal character. 5 <SystemFiles> Specifies the system files to ignore. Contains <filename> elements in which to specify the system file names. 6 <filename> The name of a single system file to ignore. Use multiple <filename> elements to specify each system file. 7 <ApplicationFiles> Specifies the paths (including filenames) to ignore. Contains <pattern> elements in which to specify a regular expression to match. 8 <pattern> A single regular expression that specifies the path to match. Use multiple <pattern> elements to specify multiple regular expressions. Notes The default temporary files filter configuration is installed on the MDD client machine. When the MDD client is started: If this configuration is not found in the C:\ProgramData\<user>\MyDD\Config folder, then it is copied to the C:\ProgramData\<user>\MyDD\Config folder from which the MDD client reads it. If the MDD client is connected to the MDD server, then this configuration is updated in the C:\ProgramData\<user>\MyDD\Config folder. 20 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

21 Configure system preferences To ingest large files using MDD client, perform the following tasks 1. Add config. option in the runtime tab of ucf.installer.config.xml for.net as follows: <runtime type=".net" href="emc.documentum.ucf.client.impl.application> <defaults> <ucfhome value="$java{user.home}/documentum/ucf-net"/> <ucfinstallshome value="$java{user.home}/documentum/ucf-net"/> <configuration name="com.documentum.ucf"> <option name="enable.write.stream.buffering> <value>falsevalue>false> </option> </configuration> </defaults> </runtime> 2. Restart the Application Server. In the Application Server, ucf.installer.config.xml is available at following locations: \webapps\root\web-inf\classes \webapps\emc-dfs\services\admin \webapps\emc-dfs\services\bpm \webapps\emc-dfs\services\ci \webapps\emc-dfs\services\collaboration \webapps\emc-dfs\services\core \webapps\emc-dfs\services\search Configure preferences for a repository, user, or default user group Note that user group preferences are based only on the Default User Group. 1. In the directory specified by the preferences property in APP-INF\classes\mdd.properties, create a subfolder with the name of the repository. 2. Copy and paste the global.preferences file from the root folder into the new subfolder and rename the file to name.preferences where name is the name of the repository, default user group, or user to which the preferences apply. Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. 3. Open name.preferences in a text editor and edit the <preferenceset> and <preference name> tag sets for the new preferences. 4. Delete the <preferenceset> and <preference name> tag sets for the global preferences. 5. Modify the preferences as appropriate. 6. Save and close the file. 7. On all clients, restart MDD. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 21

22 Configure system preferences Configure attributes displayed in check-in, import, and properties dialog boxes In the Properties dialog, attributes displayed are the ones that have been configured for that object type s application= webtop scope. You use Documentum Application Builder or Documentum Composer to set an object type s scope and the attributes displayed for client properties. For specific instructions, see their online help. In the Check-in and Import dialog boxes, mandatory attributes are displayed by default. To display additional attributes in the Check-in and Import dialog boxes, you specify an object type s display configuration, which includes the additional attributes to display, in [repositoryname][.lang].displayconfiguration. 1. Copy default.displayconfiguration as [repositoryname][.lang].displayconfiguration and move it to the location specified by the configuration property in APP-INF\classes\mdd.properties. where: repositoryname is the name of the repository to which the display configuration applies..lang (optional) is the ISO language code to which the display configuration applies. The period must precede the ISO language code. If the ISO language code is not specified, then the display configuration applies to all languages. Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. If you want the display configurations to apply to all repositories and all languages, then do not make a copy of the default.displayconfiguration and simply add each <DisplayConfiguration> element to it. 2. Modify [repositoryname][.lang].displayconfiguration as follows: 1 <DisplayConfigurationList> 2 <DisplayConfiguration objecttype="object_type"> 3 <ImportSettings> 4 <Section name="info"> 5 <Attribute name="authors"/> <Attribute name="subject"/> </Section> </ImportSettings> 6 <CheckinSettings/> </DisplayConfiguration> </DisplayConfigurationList> 22 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

23 Preference sets 1 <DisplayConfiguration List> 2 <DisplayConfiguration objecttype= "object_type"> Root element for a set of individual display configurations (<DisplayConfiguration>). objecttype specifies the object_type to which this <DisplayConfiguration> applies. default cabinet, default folder, and default document are fallback display configurations for any object types that are not specified. Do not modify these fallback display configurations. 3 <ImportSettings> Container for attributes to display on the Import dialog box. 4 <Section name="info"> name specifies the name of the tab on which to display the attributes specified in the child <Attribute> elements. You can specify a string that is valid for the language that you have specified for this file. 5 <Attribute name="authors"/> name specifies the name of the attribute to display. 6 <CheckinSettings/> Container for attributes to display on the Check-in dialog box. Set the Search Scope to Selected Folders MDD does scope the search to selected folders. To enable this, the following configurations have been added to the global.preferences file on the server under the Search preference set: The DisableOrderBy flag Used to disable or enable the order of the search query. To remove the order (by clause) from the search query, set this property to true; by default, it is set to false. This configuration is applicable to full-text search only. The EnableReturnTop flag Used to return the top results from the full text search. To use this property, set this property to true; by default, it is set to false. This configuration is applicable to full text search only. In addition, ensure that the return_top_results_row_based setting in the server.ini file on Content Server is set to false. Preference sets FavesRecentFiles preference set Specifies characteristics of the My Favorites and Recent Files nodes. <preferenceset name="favesrecentfiles" description="this set of preferences controls the recent files"> EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 23

24 Preference sets <preference name="recentfilesnumdays" description="this preference defines the number of days files are displayed in the recent files "> 1 <value value="14"/> </preference> <preference name="recentfilesmaxnumber" description="this preference defines the maximum number of files displayed in the recent files "> 2 <value value="50"/> </preference> <preference name="allcheckedoutfiles" description="if this preference is true, all checked out files will be displayed, regardless of RecentFilesMaxNumber"> 3 <value value="false"/> </preference> </preferenceset> 1. Specifies the number of days, since their last checkout, that files are kept in the Recent Files node. Valid values are integers, starting with 1. To determine the number of days back that a file needs to have been last checked out in order to be kept in this node, start with 1, which specifies the current and previous days. For example, if you want files to be kept in this node only if they were last checked out on the current and previous days, then specify 1. Furthermore, if you want files to be kept in this node only if they were last checked out the on the current day and the previous 2 days, then specify Specifies the maximum number of files that can be displayed in the Recent Files node. 3. Specifies whether to display all files that are being kept in the Recent Files node even if the number of files exceeds the maximum specified in the RecentFilesMaxNumber preference. Ingest preference set Ingest preferences define locking characteristics, some PDF generation behaviors for InDesign files, and the default values assigned to a file on import and checkin. Users can edit the values for a given file when performing an import or checkin. Table 6 Ingest preference set Preference Optimistic locking Default checkin version Description If set to true, a user can import a file, modify the file, and check it in even though the file is not checked out. Specifically, if the user modifies the file locally and if the file is not locked by another user, then when the user checks in the file, MDD briefly locks the file in the user s name in order to check it in. Default value = true Sets the default version policy for checkin. SAME checks in content as the same version and overwrites the previous content in the repository. MINOR checks in content as a new minor version. MAJOR checks in content as a new major version. Default value = MINOR 24 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

25 Preference sets Preference Default version label Description Specifies a text string to use as the default version label when a file is checked in. There is no default value. Retain lock on import If set to true, then when a user imports a file, MDD locks the file in the user s name. Default value = false Default document object type Create PDF This is the default object type that is shown for documents that do not have an object type specified by a template mapping. Default value = dm_document. The value for this preference on the client takes precedence over the value set on the server. If set to true, users can choose to create a PDF rendition upon save of a layout file. Default value = true InDesign Quality Allows users to set the default PDF Quality for InDesign files. Values are: All, Optimized Subsampling, Proxy, or None. For definitions, see InDesign help. This preference is case-sensitive and must appear exactly as indicated by InDesign. If Subsampling, All, or Optimized is not chosen, transparency is lost. If the value is not set, the default value of Proxy applies. Object type filters preference set This sets the root object type that generates the list of object types from which users can select in the ingest dialog box. This also hides specific object types from display in MDD. Note that if a user imports a file of a type that is blocked, the file is imported but is not displayed in MDD. This preference uses the following syntax: value= object_type Displays or hides only the object type and no subtypes value= object_type+ Displays or hides the object type and all its sub-types value= object_type- Displays or hides only the sub-types and not the object type itself Note that in the selection list, MDD also displays the client s default object type regardless of how the object type filters preference is set. For example, if you have set the preference as follows: <value value="dm_document-"/> EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 25

26 Preference sets And if the client s default object type is dm_document, then dm_document appears in the selection list, despite the dm_document- setting. If the client does not specify a default object type, MDD uses the server s default object type. Table 7 Object type filters preference set Preference document folder cabinet hidden hidden_cabinets Description The root object type of files displayed in the selection list. Default value = dm_document+ The root object type of folders displayed in the selection list. Default value = dm_folder+ The root object type of cabinets displayed in the selection list. Default value = dm_cabinet+ The root object type of items that are hidden in the selection list. The names of the object type of a cabinet that are hidden in the selection list. Object type filters preference set <preferenceset type="object type filters"> <preference name="document"> <value value="dm_document+"/> </preference> <preference name="folder"> <value value="dm_folder+"/> </preference> <preference name="cabinet"> <value value="dm_cabinet+"/> </preference> <preference name="hidden_cabinets"> <value value="dmc_rm_formal_rec_cabinet+"/> <value value="rm_dod5015ch2cabinet+"/> </preference> <preference name="hidden"> <value value="dm_attachments_folder+"/> <value value="dm_category+"/> <value value="dm_xml_application+"/> <value value="dmc_java_library+"/> <value value="dmc_module+"/> <value value="dmc_content_collection+"/> <value value="dco_attachments_folder+"/> </preference> </preferenceset> Customize Attribute Display on Windows Configures which attributes are displayed in folders, the Recent Files node, and the Favorites node on Windows. 26 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

27 Preference sets Properties 1 <preferenceset name="display Attributes"> 2 <preference name="folders"> 3 <value value="object_name:dm_sysobject"/> <value value="r_object_type:dm_sysobject"/> <value value="r_content_size:dm_sysobject"/>... </preference>... </preferenceset> 1 <preferenceset name= "Display Attributes"> 2 <preference name="folders Recent Files Favorites"> Root element for multiple <preference> elements, which applies to an area of the user interface. name specifies the area of the user interface field to which this <preference> applies. Each <preference> contains multiple <value> elements. Valid values are: Folders any folder Recent Files the Recent Files node Favorites the Favorites node 3 <value value= "attribute:object_type"> The attribute that is displayed in the user interface area specified in the <preference> element. attribute the name of the attribute to display object_type the name of the object type to which the attribute belongs. Template mappings preference set This preference is used to set up the metadata template-format mappings for the server. This preference set defines a mapping from the dm_format to the template to use for that format when the Checkin dialog box is first displayed and for silent ingest. If the user subsequently changes the format in the Checkin dialog box, the metadata values are not changed that is, another metadata template-format mapping (if it has been defined) is not applied. There are no default template mappings. Figure 2 Template mappings preference set <preferenceset type="template mappings"> <preference name="jpeg"> <value value="/system/templates/jpeg_template"/> </preference> EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 27

28 Preference sets <preference name="gif"> <value value="/system/templates/gif_template"/> </preference> <preference name="*"> <value value="/system/templates/default_template"/> </preference> </preferenceset> The * keyword allows you to set up a template to be used for all formats. If this is not set, templates are applied only to listed formats. An attribute template defines a set of attributes to apply to an object. These attribute values take precedence over default attribute values from the data dictionary. The data dictionary contains all information related to attributes. For every attribute, it assigns a user-friendly label that is easily recognizable. It has the capability to translate labels into other languages, and holds a list of all the attributes you have created, in addition to the default and conditional attributes. The <preference name> element can be changed and additional names added to suit your needs. acstransfer preference set This enables and disables ACS and BOCS transfer. To enable, set the appropriate value to true. Figure 3 acstransfer preference set <preferenceset name="acstransfer"> <preference name="allowbocstransfer"> <value value="false"/> </preference> <preference name="allowasynctransfer"> <value value="false"/> </preference> </preferenceset> viewedit preference set This determines whether a viewed file is editable or read-only. To open viewed files as read-only, set this to true. Figure 4 viewedit preference set <preferenceset name="viewedit"> <preference name="viewisreadonly"> <value value="false"/> </preference> </preferenceset> FileExtension preference set The FileExtension preference lets you configure whether MDD displays file extensions. Note the following exceptions: 28 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

29 Preference sets MDD always shows file extensions. The setting for file extensions in Windows Explorer takes precedence over the setting in this preference set. The following shows the showfileextonimport preference set to false, which means MDD does not display file extensions (except in the instance noted above). <preferenceset name="fileextension"> <preference name="showfileextonimport"> <value value="false"/> </preference> </preferenceset> The support preference set If your organization does not run My Documentum for Outlook (MDMO), then you can save messages to a repository through MDD by enabling the support preference set. Note: Do not enable this preference if you run MDMO, as it could lead to corruption of messages in the repository. Figure 5 The support preference set <preferenceset name=" support"> <preference name="enabled"> <value value="false"/> </preference> <preference name="content types"> <value value="msg"/> <value value="entourage_msg"/> </preference> </preferenceset> The browsing preference set This preference set displays or hides objects in MDD based on the a_is_hidden attribute. The browsing preference set configured to hide objects that have their a_is_hidden attribute set to true. <preferenceset name="browsing"> <preference name="showhiddenobjects"> 1 <value value="false"/> </preference> </preferenceset> 1. To hide objects that have their a_is_hidden attribute set to true, set the value element s value attribute to false. To display objects that have their a_is_hidden attribute set to true, set the value element s value attribute to true. EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 29

30 Preference sets Customize search Configures the number of items in a result set, the maximum number of items to return, and attributes to display in the Search Results dialog box or pane. Properties 1 <preferenceset name="search"> 2 <preference name="pagesize"> 3 <value value="100"/> </preference> <preference name="maxresults"> 4 <value value="1000"/> </preference> <preference name="simplesearchattributes"> 5 <value value="object_name:dm_sysobject"/>... </preference> </preferenceset> 1 <preferenceset name= "Search"> 2 <preference name="pagesize MaxResults SimpleSearchAttributes"> 3 <value value="result- SetSize"/> Root element for multiple <preference> elements, which applies to an area of the user interface. name specifies a preference. Valid values are: PageSize the number of items in a result set MaxResults the maximum number of items that can be returned SimpleSearchAttributes the attributes that are displayed in the Search Results dialog box or pane. Contains multiple <value> elements. resultsetsize is an integer specifying the number of items in a result set or paged (that is, the number of items that are returned at one time). The result set size is usually smaller than the maximum number of items returned, so that the client can more efficiently display the results. 30 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

31 Preference sets 4 <value value="max#results"/> 5 <value value= "attribute:object_type"> Max#Results is an integer specifying the maximum number of items that can be returned in a single search. The attribute that is displayed in the Search Results dialog box or pane. attribute the name of the attribute to display object_type the name of the object type to which the attribute belongs. Configure scheduled import Scheduled import sets up the automatic upload of files from the WIP node to the repository at regular intervals. The WIP node contains imported and edited files that await upload to the repository. Through scheduled import, you set MDD to automatically upload those files at preset time intervals. Scheduled ingest lets you configure whether MDD uploads the files silently, without prompting the user for input, or non-silently, by prompting the user to confirm the upload and enter file information. MDD does not perform scheduled ingests: If you are logged out of the target repository On hidden files On non-writable files Change the configuration directory To change the configuration directory: Set the new path in the configuration property in APP-INF\classes\mdd.properties. Note: For Tomcat server, refer to mdd.properties and dfc.properties present in WEB-INF\classes. Configure a Scheduled Import Scheduled import can be configured on the client by selecting Preferences from the system tray. The MDD server contains default values. 1. In SystemConfiguration.xml (which is in the directory specified by the configuration property in APP-INF\classes\mdd.properties), set these properties: Note: For Tomcat server, refer to mdd.properties in WEB-INF\classes. <IngestSettings> 1 <UserInitiated mode="interactive" /> EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 31

32 Preference sets 2 <SystemInitiated interval="5m" enabled="true"> 3 <ApplicationAutoImport enabled="true" /> 4 <ApplicationAutoCheckin enabled="true" /> 5 <SystemInitiatedImport mode="interactive" /> 6 <SystemInitiatedCheckin mode="silent" /> 7 <BypassNotificationBalloon enabled="false"/> </SystemInitiated> </IngestSettings> (1) Set mode to interactive to display the Checkin dialog box; silent to prevent the Checkin dialog box from being displayed when the user checks in or imports a file. (2) Set these properties for a system-initiated (that is, a scheduled) checkin or import: Property Valid values Description enabled true (Default) MDD automatically performs an import according to the interval specified in the interval property. false interval #[h m s] MDD does not automatically import; that is, users must perform a manual import, either via drag-and-drop or by right-clicking a file and selecting Check In. (Default is 5m) Specifies the number of hours, minutes, or seconds between automatic imports. # is an integer. h represents hours m represents minutes s represents seconds Ignored if enabled= false. For example, an interval of 10 minutes between automatic imports is specified as 10m. (3) Set enabled to true to automatically import files from applications (such as InDesign); false, otherwise. This property is ignored when <SystemInitiated enabled= false..>. (4) Set enabled to true to automatically check in files from applications (such as InDesign); false, otherwise. This property is ignored when <SystemInitiated enabled= false..>. (5) Set mode to interactive to display import notification on system-initiated imports; silent to prevent import notification from being displayed. 32 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

33 Configure D2 (6) Set mode to interactive to display checkin notification on system-initiated checkins; silent to prevent checkin notification from being displayed. (7) By default, this property is disabled (enabled is set to false). Set enabled to true to avoid the display of notification balloon on the system tray; instead, the ingest/check-in dialog box appears if auto-ingest or check-in is enabled and prompt for properties is turned on. 2. Save and close the file. 3. Restart the MDD Server. 4. Restart the MDD Client. Add a connection broker 1. On the MDD host, open the dfc.properties file in a text editor. 2. Enter the connection broker host and port.. 3. Save and close the dfc.properties file. Configure MDD to work with Retention Policy Services For MDD to work with Retention Policy Services (RPS), the DFC that runs on the MDD server must be designated as a privileged client. To designate it as such, do the following: 1. On the MDD Server, update the emc-dfs.ear\app-inf\classes\dfc.properties file to specify that DFC is privileged. See RPS documentation for more details. Note: For Tomcat server, refer to dfc.properties in WEB-INF\classes. 2. Save and close the dfc.properties file. Configure D2 Overview By enabling the D2 feature for the MDD client, users can seamlessly perform the following core ECM features: Create content Import content Import a folder structure Copy and paste content Export content Edit content Check in content Delete content EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 33

34 Configure D2 Delete the version Rename the content View the version View the properties Check the D2 connection status If you access content in the D2 repository, then all D2 configuration rules are applied to any ECM operation that is performed. For information on installing and configuring D2, refer to the following guides: EMC Documentum D2 Installation Guide EMC Documentum D2 Administration Guide EMC Documentum D2 User Guide Enable D2 To enable D2, provide the D2 server URL and set the value of d2_enable parameter to true in the global.preferences file. Example of global.preference file: </preferenceset> <preferenceset name="d2_config"> <preference name="d2_url"> <value value=" </preference> <preference name="d2_enable"> <value value="true"/> </preference> </preferenceset> To check if D2 is enabled in the client, follow these steps: 1. Restart the MDD client. 2. Log in to the D2-enabled repositories. 3. Navigate to any repository folder. 4. Right-click in the folder view and select New. 5. Check for the D2 content option and if available, select it. 6. If you cannot select the D2 content option, check the global preference file or restart the application server. Note: When the D2 feature is enabled, Silent Checkin and Automatic Scheduling options should be disabled in the Preference Settings in the server. This setting modifies the following preference options in the MDD client: 1. Clears the Import documents automatically every option. 2. Selects the Prompt for properties when importing option. 34 EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide

35 Configure D2 Access D2 Logs To change the log level for D2, make the following changes in the D2log file at <Documentum>\FSS\config\logging\D2log: <level value="debug" /> The client log for D2 is available in the following location: <Documentum>\FSS\logs\<user>\D2_fssmonitor.log EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 35

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37 Chapter 5 Install Clients on Windows This chapter contains the following topics: Install MDD Client on Windows Perform silent install of MDD Client on Windows Generate and run a new transform Restart machine after installing MDD client and before logging in as limited user Install Adobe InDesign plug-in for Windows Start the MDD Monitor on Windows Verify the MDD client installation on Windows Uninstall the MDD Client from Windows Install MDD Client on Windows The MDD Client for Windows must be installed using an Administrator account. Note: The MDD Client cannot be installed to the same machine as the MDD Server. The server and client must be installed to different machines. 1. Verify that your machine meets the hardware and software requirements in the Environment and System Requirements chapter of the EMC Documentum My Documentum Desktop Release Notes. 2. Download the English MDD Client for Windows install file (and any language pack install files) from to a temporary directory on your computer. 3. Extract the installers to a temporary directory on your computer. Note: Do not skip this step. You cannot run the install files from inside WinZip or a similar application. 4. In the temporary directory: Double-click setup.exe, or On the Windows client, right-click setup.exe and select Run as Administrator. You must run the installer under an Administrator account even if you have logged in with an Administrator account. 5. In the WIP content found dialog box, choose to keep or delete existing files in your WIP node. Note: Delete files from your WIP node only if you are certain that you do not need them.note: If there is no previous version of MDD installed, the WIP content found dialog box is not displayed. 6. Enter the full URL of the MDD Server. The format is: EMC Documentum My Documentum Desktop Version 7.2 Installation and Configuration Guide 37