EMC Documentum Media Transformation Services

Transcription

1 EMC Documentum Media Transformation Services Version 6.6 Installation Guide EMC Corporation Corporate Headquarters: Hopkinton, MA

2 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. All other trademarks used herein are the property of their respective owners. Copyright 2010 EMC Corporation. All rights reserved.

3 Table of Contents Preface... 9 Chapter 1 Media Transformation Services Overview What is Content Transformation Services? Content Transformation Services scalability What is Media Transformation Services? Installed components Media Transformation Services plug ins Documentum Foundation Classes CTS High Availability features CTS Activity Template Chapter 2 Preparation Selecting the server host Setting up a global registry Software prerequisites Pre Installation steps Backing up and removing old profiles Viewing log file of migrated profiles Uninstalling previous versions of Documentum transformation software Verify the connection broker Identifying a Connection Broker in dfc.properties Checking Connection Broker and repository services Downloading installers Installing rendering applications and other software Pre installation Checklist Chapter 3 Installing Media Transformation Services Media Transformation Server installation overview Required Media Transformation Server installation information Installing CTS DAR files Deleting version 6.0 or earlier DocApps Configuring headless Composer Installing a DAR file with DAR Installer Plugin Installing Media Transformation Server Configuring an instance of Media Transformation Server Configuring a repository for both Document Transformation Services and Media Transformation Services Enabling a DFC installation to access a global registry Configuring a CTS product to the global registry Configuring CTS for Branch Office Caching Services EMC Documentum Media Transformation Services Version 6.6 Installation Guide 3

4 Table of Contents Configuring CTS Server to run in SSL Mode Post installation tasks Chapter 4 Verifying, Expanding, Removing, and Uninstalling Media Transformation Services Verifying the Media Transformation Services installation Verifying startup of Media Transformation Services Verifying installation using DAM Configuring Media Transformation Server for another repository Removing a Media Transformation Server instance from a repository Uninstalling Media Transformation Server Uninstalling Content Transformation Services Chapter 5 Installing and Configuring the CTS Activity Template Pre installation requirements Installing CTS Activity Template Installing CTSActivity DAR file on a Windows/Unix repository with DAR Installer Plugin Validating and installing CTS Activity Template Making the CTS Activity Template available to users Making transformation profiles available for use with CTS Activity Template Transformation profiles with no parameters Uninstalling the CTS Activity Template from a Windows host Uninstalling the CTS Activity Template from a UNIX host Chapter 6 Deploying CTS WebServices Deploying CTS WebServices on Windows JBoss Deploying CTS WebServices on BEA WebLogic Deploying CTS WebServices on IBM WebSphere Chapter 7 Installation Troubleshooting Third party applications installed on MTS host should not be used by any other products or users PowerPoint installation user IDs should coincide with MTS Windows Service logon Microsoft Office applications must be activated after installing Checking the version of a CTS product installer Uninstalling/Re installing MTS Cannot pass SuperUser and repository user information screen The _jvm directory already exists Media Transformation Server installation fails COM errors on the Media Transformation Services host during installation Modifying the COM access permission settings Setting the default impersonation level If cts_instance_info is not created when the Configurator is executed EMC Documentum Media Transformation Services Version 6.6 Installation Guide

5 Table of Contents A Transformation DAR error occurs when upgrading from a previous version Deleting Installer log files EMC Documentum Media Transformation Services Version 6.6 Installation Guide 5

6 Table of Contents List of Figures Figure 1. Typical Media Transformation Services installation EMC Documentum Media Transformation Services Version 6.6 Installation Guide

7 Table of Contents List of Tables Table 1. Media Transformation Services Installation Checklist Table 2. Required Media Transformation Server installation information Table 3. Description of DAR Installer Fields (CTS DAR) Table 4. Description of DAR Installer Fields (CTS Activity DAR) EMC Documentum Media Transformation Services Version 6.6 Installation Guide 7

8 Table of Contents 8 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

9 Preface This guide describes how to install Documentum Media Transformation Services for Windows. It lists installation prerequisites and provides step by step instructions for installing and uninstalling the Media Transformation Server. In addition, this manual includes a brief overview of Media Transformation Services architecture. You can find additional information about Media Transformation Services in the following documents: Content Transformation Services Administration Guide, which describes the functionality of Media Transformation Services and how to configure and troubleshoot Media Transformation Services. Media Transformation Services Release Notes, which includes important notes on installation and administration issues, requirements, and limitations. This document also references some bugs. Audio/Video Transformation Services Installation and Release Notes, which includes installation and release note information for Audio/Video Transformation Services, an add on component to Media Transformation Services, which includes audio and video plug ins. This document also includes instructions on integrating a Streaming Server. Content Transformation Services Product Development Guide, which explains how to use the Content Transformation Services plug in SDK to create and configure your own plug ins for Media Transformation Services. Contact your account representative for availability of the Content Transformation Services Product Development Guide. Thumbnail Server Installation, Configuration, and Release Notes, includes installation instructions, configuration information, and release notes for Thumbnail Server. See the appropriate Documentum product documentation for information on related Documentum products. Intended audience This guide is intended for the person who installs Media Transformation Services, often called the system administrator or system operator. It is assumed that the system operator has a basic understanding of the Windows operating system. Revision history The following changes have been made to this document. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 9

10 Preface Revision history Revision date May 2010 Description Initial publication for version 6.6 product release. 10 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

11 Media Transformation Services Overview Chapter 1 This chapter contains a brief overview of Media Transformation Services and outlines a typical Media Transformation Services installation. It gives a basic description of the Documentum environment and relates the Media Transformation Services components within the installation. This chapter contains the following sections: What is Content Transformation Services?, page 11 What is Media Transformation Services?, page 12 Installed components, page 13 CTS High Availability features, page 14 CTS Activity Template, page 15 What is Content Transformation Services? Content Transformation Services (CTS) is a suite of Documentum server products that perform transformations and analysis on repository content. CTS includes these main products: Advanced Document Transformation Services (ADTS) Document Transformation Services (DTS) Media Transformation Services (MTS) XML Transformation Services (XTS) Additional components may be available for some of products. For example, Media Transformation Services may also include Audio/Video Transformation Services (AVTS). Content Transformation Services scalability Content Transformation Services (CTS) products allow for a high level of scalability. All CTS products run under the same Windows Service on the CTS host. This means that stopping or starting the CTS service stops or starts all the CTS products on that host. For example, if your CTS host contains EMC Documentum Media Transformation Services Version 6.6 Installation Guide 11

12 Media Transformation Services Overview Document Transformation Services and Media Transformation Services, stopping the CTS Windows Service stops both of those products. Each CTS product can be configured for multiple repositories. If you have one installation of a product on a host, that installation can be configured against different repositories. CTS scalability also allows for several instances of Content Transformation Services products on different hosts to be configured for the same repository. This means that your installation can take either of two forms: one with identical plug in capabilities, or one with different plug in capabilities. The ability for each instance of Media Transformation Server to handle different plug ins means that you can have each instance dedicated to a specific type of transformation. For example, you might have a dedicated Media Transformation Server for transforming images to JPEG images, and a dedicated Media Transformation Server for all other tasks. In this case, each instance has different plug ins, but all instances point to the same repository. Each server accepts only those items from the processing queue that it is capable of handling. In addition, having multiple Media Transformation Services installations will not prevent queue items from being processed in the event of a hardware failure in one instance. To enable this functionality, Content Transformation Services has format awareness. Format awareness is the ability for a Content Transformation Services product to recognize which file formats it is capable of processing. Items that cannot be processed successfully will be removed from the queue automatically. For example, if several transformation requests are made for JPEG files, but the product does not support JPEGs, the system will remove those items from the queue. A check for unprocessed items is performed periodically. What is Media Transformation Services? Media Transformation Services (MTS) is server software that integrates with Content Server to perform analysis and transformation activities for media file formats. Thumbnail, storyboard, and low resolution renditions are generated automatically. Media transformations can be triggered automatically by certain events, such as when an object is versioned, or as requested by users. The Media Transformation Services software package includes the following major components: Media Transformation Server Thumbnail Server Audio/Video Transformation Services (AVTS is an optional product that is not included with the purchase of Media Transformation Services. AVTS also includes support for a streaming server. The actual streaming server is a third party product that is not included with purchase of Media Transformation Services) Note: Media Transformation Services cannot process documents that are locked (that is, checked out from the repository). 12 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

13 Media Transformation Services Overview Installed components Figure 1, page 13 shows a typical Media Transformation Services installation on the Documentum platform. Figure 1. Typical Media Transformation Services installation Media Transformation Services plug ins The Media Transformation Server plug ins identify and extract media specific properties, such as height, width, color mode, and compression, and generate thumbnails and low resolution renditions of objects. The plug ins also enable the transformation of media files from one format to another (for example, from TIFF to JPEG) and provide users with the ability to perform transformations such as resizing, flipping, or rotating an image. The standard Media Transformation Services plug ins are as follows: PowerPoint generates thumbnails, low resolution renditions, storyboards, and slide objects for PowerPoint files. Image 1 processes images and other file formats. Generates thumbnails, generates low resolution renditions, extracts properties, and performs transformations such as resize and transformto. Image 2 processes images and other file formats. Generates thumbnails, generates low resolution renditions, extracts properties, and performs transformations such as resize. Image 3 processes images and other file formats. Generates thumbnails, generates low resolution renditions, and extracts properties of large image files. This plug in also generates thumbnails, generates low resolution renditions, extracts properties, and creates storyboards for PDF files. PDF Storyboard generates thumbnails, low resolution renditions, and storyboards for PDF files. XMP extracts metadata from image and document (PDF) formats. EXIF extracts EXIF metadata from image files that have embedded EXIF metadata. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 13

14 Media Transformation Services Overview During an installation of Media Transformation Services, all standard plug ins are installed. There may be prerequisite, third party applications required for some of the standard plug ins. For more information applications see Software prerequisites, page 18. For information on specific versions supported with Media Transformation Services, see the Media Transformation Services Release Notes. Plug ins are extensible. You can configure plug in types and formats, and you can add new plug ins to the system to support new file formats as required. For information about creating and adding new plug ins, see the Content Transformation Services Administration Guide, the Content Transformation Services Product Development Guide, or contact your Documentum account or support representative. Documentum Foundation Classes The Documentum Foundation Classes (DFC) are a set of Java classes that provide access to Content Server functionality. DFC must be installed on the Media Transformation Services host, and is included with the installer. During installation, the Media Transformation Services installer checks for an existing DFC on the host. The following scenarios are possible: If DFC does not exist on the host, the installer installs the correct version. If an older version of DFC exists on the host, it is replaced by the version included with the installer. Refer to the relevant version of the Documentum System Migration Guide available on the Download Center at for more information on migration issues. Follow the Documentum Foundation > Documentation for Documentum 6.5 link. Any applications that were dependent upon the older version of the DFC will have to be upgraded as well. For more information on the DFC and its effect on other applications, refer to your specific Documentum application documentation. If a version of DFC exists and it is newer than that which is included with the installer, it will be refreshed. CTS High Availability features CTS provides the following high availability mechanisms to help minimize downtime and keep critical enterprise systems productive in any given environment: Failover With multiple instances of CTS, if the first instance is down or just doesn t respond, service requests are redirected to another CTS instance to complete processing of queue items. Round robin and weighted round robin algorithms effectively handle load balancing and failover. Plugin failover scheme When two or more plugins with similar functionality are available to undertake a specified profile transformation, CTS calls the next available plugin in the chain, in case of failure, to complete the service request. 14 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

15 Media Transformation Services Overview Internal task monitor Each task is monitored internally for any unresponsive threads. When triggered, CTS automatically attempts to recover from ʺbeing stuck either by shutting down the stuck thread or, in a critical situation, by shutting down the CTS instance. The Internal task monitor can trigger a shut down where CTS then enters After crash error recovery mode. After crash error recovery After a crash, CTS starts in single threaded mode to reprocess items worked on just before the crash. The system goes into multi threaded mode once all prior items are processed. There is also logic to remove jobs that continually cause CTS to crash. Plugin monitor Each plugin can be started (optionally) with its own monitor to watch for unresponsiveness. CTS monitor An external process monitoring restarts CTS in the event of a failure. CTS Activity Template The CTS Activity Template allows users to add a content transformation as part of a workflow process. With this version of Media Transformation Services the CTS Activity Template is available for use with Documentum Process Builder. See Chapter 5, Installing and Configuring the CTS Activity Templatefor the procedures required to install the activity template and the Content Transformation Services Administration Guide for instructions on how to make the template available to users. Any user profile for Media Transformation Services can be used with the CTS Activity Template. However, keep in mind that if a profile contains user defined parameters, these parameters cannot be exposed within the workflow. See the Content Transformation Services Administration Guide for details about choosing profiles and making them available for use with the Activity Template. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 15

16 Media Transformation Services Overview 16 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

17 Chapter 2 Preparation This chapter explains how to prepare for installing Media Transformation Services on a Windows host. It describes pre installation requirements. This chapter contains the following sections: Selecting the server host, page 17 describes requirements for selecting the Media Transformation Server host. Setting up a global registry, page 18 describes requirements for selecting a global registry. Software prerequisites, page 18 describes software that is required before installing Media Transformation Services. Pre Installation steps, page 19 describes tasks that are required or are optional before installing this version of Media Transformation Services. Pre installation Checklist, page 22 list all the decision points and information that the installer requires in order to complete the installation and provide a checklist for entering this information. Selecting the server host This section provides basic guidelines for selecting the host machine for your Media Transformation Services installation. Caution: To ensure optimal system performance, Media Transformation Server should not be: Installed on the same host as Content Server or the FAST (Full Text Index) Server. This configuration is not supported. The server name cannot exceed 15 bytes (an error message will display during installation when trying to enter a host name that is longer then 15 bytes). When selecting the Media Transformation Server host, consider the amount of memory on the candidate server. Media Transformation Services requires an amount of memory equal to at least twice the size of the largest file you expect to process. For example, if you expect users to work with 1 GB files, the Media Transformation Server host must have at least 2 GB of memory to ensure efficient media processing. As well, all Content Transformation Services products installed on a host use the same Windows service. This means that any actions (such as starting or stopping an application) performed on that Windows service affect all of the CTS products using it. The number of products installed on a single host, the expected usage of those products, and the host s hardware capabilities are major EMC Documentum Media Transformation Services Version 6.6 Installation Guide 17

18 Preparation factors in selecting the host. If you are planning to use the same host for more than one CTS product, ensure that it has sufficient hardware and processing capabilities for optimal performance. For more information on CTS scalability, see Content Transformation Services scalability, page 11. Refer to the Media Transformation Services Release Notes for complete information on hardware and software requirements. Setting up a global registry When a global registry is enabled, you can deploy service based objects automatically from the central repository designated as the global registry, and network locations created in the global registry are available in distributed configurations. The global registry is enabled during repository configuration. There is no limit to how many repositories may be configured as global registries; however, you may need more than one global registry if you have applications that have very different user access levels. If the global registry does not have the Content Transformation Services product configured against it, then the transformation and rich_media_services DARs need to be manually run against the global registry. See Enabling a DFC installation to access a global registry, page 38 for further information. To set up a global registry: 1. Determine which repository will function as the global registry. 2. During repository configuration, you will be prompted to provide the user login name and password for the global registry user. By default, the global registry user has the user name of dm_bof_registry. The global registry user s account is used by DFC clients to connect to the repository to access required service based objects or network locations stored in the global registry. The global registry user has Read access to objects in the /System/Modules and /System/NetworkLocations only, and no other objects. 3. When you install DFC on client machines, provide those DFC installations with the global user login credentials. This applies to Desktop installations on end user computers, to WDK based clients such as Webtop on application server host, and to the DFC instance on Content Server and remote Content Server hosts. 4. Ensure that the global registry repository projects to connection brokers known to the DFC instances that must access the global registry. Identifying a Connection Broker in dfc.properties, page 21 provides instructions. Software prerequisites This section describes software that is required or optional for Media Transformation Services. The Media Transformation Services Release Notes provide complete information on hardware, operating system, and software version requirements. 18 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

19 Preparation The following software must be installed, configured, and running properly on your network before you install Media Transformation Services: Documentum Content Server The following software must be installed, configured, and running properly on the Media Transformation Server host before you install Media Transformation Services: Microsoft Windows as the operating system. WinZip or a similar file extraction utility is installed on the host machine. Microsoft PowerPoint to use the PowerPoint plug in (optional) GPL Ghostscript to allow the Image 3 plug in to process PDF files (optional) Documentum headless Composer to install DAR files Pre Installation steps This section explains what to do before you install the Media Transformation Server and describes prerequisites for a successful installation. The Media Transformation Services Release Notes provide complete information on hardware, operating system, and software version requirements. The following steps should be followed before installing Media Transformation Services: Backing up and removing old profiles, page 19 Uninstalling previous versions of Documentum transformation software, page 20 Verify the connection broker, page 21 Downloading installers, page 22 Installing rendering applications and other software, page 22 Backing up and removing old profiles If you have customized or added any profiles on a repository that was previously configured with Media Transformation Services, these profiles will be migrated automatically during installation and configuration of this version of Media Transformation Services. However, it is strongly recommended that all profiles be backed up manually prior to installing this version of Media Transformation Services. Export a copy of all profiles to a local disk before making any changes to your Media Transformation Services installation. It is also recommended, but not mandatory, to remove old profiles from the repository before installing this version. This ensures that only the current profiles included with this version of Media Transformation Services are contained within the Media Server folder. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 19

20 Preparation To back up and remove profiles from a previous installation: 1. On the repository where Media Transformation Services is configured, navigate to /System/Media Server. 2. Back up any customized profiles from the previous version by exporting the contents of the Media Server folder to a local disk. 3. Delete the contents of the Media Server folder (including all versions and descendents). Viewing log file of migrated profiles During installation of Media Transformation Services, a dialog box appears with the following information: Creation of a pre migration report of all profiles before they are upgraded. Confirmation of the beginning of the profile migration process Reminder to backup all profiles first before continuing. You can view the log file generated by the profile migration tool. This log file shows the profiles that were processed, their status, and the reason why if any profiles were not migrated. The default location of the log file of migrated profiles is C:\Program Files\Documentum\CTS\migration\log. The migration log file shows the result of the migration process: migration_log_2007_292_ txt > Migration log; The migration report log shows a complete list of all profiles before they are upgraded: migration_report_2007_292_ txt > Report log Uninstalling previous versions of Documentum transformation software In order to work properly together, all Content Transformation Services products residing on one host must be of the same version. Therefore, before you install Media Transformation Services, you must uninstall any previous versions of Content Transformation Services products, including Content Rendition Services (as Document Transformation Services Legacy was known prior to version 5.3), or AutoRender Pro (as it was known prior to version 5.2), or Media Server (as Media Transformation Services was known prior to version 5.3). To uninstall version 5.3 of a Content Transformation Services product, refer to the Release Notes for the current version or the 5.3 version. To uninstall previous Content Rendition Services or AutoRender Pro installations: 1. On the host machine, select Start > Settings > Control Panel and double click Add/Remove Programs. 20 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

21 Preparation 2. In the Change or Remove Programs window, locate the AutoRender Pro or Content Rendition Services program. Select it, and click Change/Remove. 3. In the Change/Remove dialog box, click Next. 4. Follow the steps in the Uninstall Wizard. 5. If it exists, delete the ARP subdirectory located in your Documentum installation directory. 6. Find any previous versions of the following files and/or directories and delete them: C:\WINNT\system32\arpgen.exe C:\dmautop (delete entire directory) Caution: Consult the Release Notes for the specific version of Content Rendition Services or AutoRender Pro that exists on the host for any known uninstallation issues. Verify the connection broker Prior to installation, verify the following: If you already have a dfc.properties file, it is pointing to the correct Connection Broker. Identifying a Connection Broker in dfc.properties, page 21 provides instructions. The Connection Broker and repository services are running on your Content Server. Checking Connection Broker and repository services, page 22 provides more information on this topic. Identifying a Connection Broker in dfc.properties If you already have Documentum Foundation Classes (DFC) installed on your Media Transformation Services host, you will have a dfc.properties file. Follow this procedure to ensure that the correct Connection Broker is specified If you are installing Media Transformation Services on a clean host, you will not have a dfc.properties prior to installation; in this case, the following procedure is not required. For more information on the Connection Broker, see the Content Server Administration Guide. To identify the correct Connection Broker in dfc.properties: 1. Search for the dfc.properties file on your Media Transformation Services host. The file is usually located in the Windows (C:\Documentum\config.) folder. 2. Open dfc.properties in a text editor. 3. Find the line indicating the Connection Broker. Ensure that the specified Connection Broker is the one that contacts the repository. Change it if necessary. 4. Save and close the dfc.properties file. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 21

22 Preparation Checking Connection Broker and repository services The Connection Broker and repository services must be running properly on the Content Server host before you install Media Transformation Services. The Content Server Administration Guide should be referenced for information and instructions pertaining to Connection Broker and repository services. Downloading installers Before beginning the installation process, it is best to have the installer ready and available on your Media Transformation Services host. The EMC Powerlink site ( provides access to the EMC Software Download Centerhttps://emc.subscribenet.com where a complete listing of products is available for download. The download files for this product are listed under Documentum Media Transformation Services. Download the installer to a temporary directory on your Media Transformation Services host. Unzip any zipped files before you proceed with the installation. Installing rendering applications and other software Before installing the Media Transformation Server, you must install several applications and other components on the server host. The Media Transformation Services Release Notes provide information on specific versions of software supported for this release. The following applications should be installed: Microsoft PowerPoint GPL Ghostscript Note: Ensure that all applications are installed to their default location. Media Transformation Services looks to each application s default installation directory when it needs to launch an application. Make sure all installed programs have been launched and the registration dialog box no longer appears. The registration screen that appears in some newly installed programs may interfere with Media Transformation Services processing. Also, all applications must be closed prior to installing Media Transformation Services. Pre installation Checklist Use this checklist to ensure you have performed all required tasks before you install Media Transformation Services. 22 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

23 Preparation Table 1. Media Transformation Services Installation Checklist Requirement For more information Completed? Review the Media Transformation Services Release Notes for the version you are installing Review Chapter 2, Preparation. Validate your hardware configuration Determine the repositories you wish to have serviced by Media Transformation Services. Determine which repository on the network is the global registry repository and obtain the global registry user s user name and password. Install and configure Content Server and Thumbnail Server on the Content Server host Backup and remove old profiles Uninstall older version of Media Transformation Services Determine and verify the connection brokers to which the repositories project. Download the installers Install and configure third party applications. The release notes are available on the EMC download site. Media Transformation Services Release Notes Documentum or network administrators Documentum or network administrators See the documentation for these applications. (Thumbnail Server may be installed after Media Transformation Services) See Backing up and removing old profiles, page 19 See Uninstalling Media Transformation Server, page 45, or refer to the Installation Guide for your existing version Documentum or network administrators. See Verify the connection broker, page 21 See Downloading installers, page 22 See Software prerequisites, page 18 and the documentation for these applications. See the Media Transformation Services EMC Documentum Media Transformation Services Version 6.6 Installation Guide 23

24 Preparation Requirement For more information Completed? Release Notes for specific version information 24 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

25 Installing Media Transformation Services Chapter 3 This chapter explains how to install Media Transformation Server on a Windows host. It describes the installation process, provides information needed to perform the installation, and contains step by step instructions for installing the Media Transformation Server. Configuration and post installation tasks are also provided. This chapter contains the following sections: Media Transformation Server installation overview, page 25 Required Media Transformation Server installation information, page 26 Installing CTS DAR files, page 29 Installing Media Transformation Server, page 32 Configuring an instance of Media Transformation Server, page 34 Configuring a repository for both Document Transformation Services and Media Transformation Services, page 36 Enabling a DFC installation to access a global registry, page 38 Configuring CTS for Branch Office Caching Services, page 39 Configuring CTS Server to run in SSL Mode, page 40 Post installation tasks, page 41 Media Transformation Server installation overview Before installing Media Transformation Server for the first time, ensure that you have fulfilled all of the pre installation prerequisites detailed in this document. If you are reinstalling Media Transformation Server, you must properly uninstall your previous version of Media Transformation Server first. If you do not uninstall Media Transformation Server first, your new installation may fail. Refer to Uninstalling Media Transformation Server, page 45. Media Transformation Server installation is accomplished as a four part process: 1. Install CTS DAR files. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 25

26 Installing Media Transformation Services Note: CTS DAR must be installed prior to running the Configuration Utility. 2. Install Media Transformation Server. 3. Configure Media Transformation Server to at least one repository. The standard configuration procedure is found at Configuring an instance of Media Transformation Server, page 34. Depending on your installation scenario, you may also need to perform the procedure for Configuring a repository for both Document Transformation Services and Media Transformation Services, page After installing Media Transformation Server, you can verify that your installation is running correctly. Verifying the Media Transformation Services installation, page 43 explains this procedure. If you have already installed Media Transformation Server, but would like to add a new instance to a repository, Configuring Media Transformation Server for another repository, page 44 provides instructions for doing so. To remove Media Transformation Services from a repository, see Removing a Media Transformation Server instance from a repository, page 45. Required Media Transformation Server installation information This section provides a table for recording the information you need to install Media Transformation Server. Having this information ready and available prior to installation ensures the accuracy and efficiency of your installation. Table 2. Required Media Transformation Server installation information Installation information Description Your value DFC installation directory This is the destination directory for DFC. DFC user directory The default directory is C:\Program Files\Documentum. This is where the log files for DFC are stored, where exported documents are stored, and where checked out documents are stored. The default directory is C:\Documentum. 26 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

27 Installing Media Transformation Services Installation information Description Your value Connection Broker host name (if not detected) Media Transformation Server installation directory If the correct DFC has not yet been installed on the host, you will be prompted for the Primary Connection Broker host name servicing the repository you want to configure with Media Transformation Server, during installation. The directory in which to install Media Transformation Services. It is recommended that you use a subdirectory of the directory in which other Documentum products are installed. For example, if other Documentum products are installed in D:\Documentum, install Media Transformation Server in D:\Documentum\CTS. Media Transformation Server host (if not detected) Admin User name and password The installer will create the CTS folder for you. The name of the machine on which you are installing Media Transformation Server. You may need to enter this information if it is not automatically detected by the installer, or if you are running the installer from a remote computer. The name of the admin user who is installing Media Transformation Server. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 27

28 Installing Media Transformation Services Installation information Description Your value Repository SuperUser name and password The account the Media Transformation Server uses to log in to the repository. Ask your administrator to supply you with a SuperUser name and password. Notification user name You cannot use the dm_mediaserver user account as the repository SuperUser. The name of the user who will receive notifications from Media Transformation Server. Media Transformation Services notifies the user of the results of processing. For example, if Media Transformation Server fails to process a particular item, it queues an event to the Inbox of the Media Transformation Server system operator user (sysopuser). CTS Admin Port Domain name Global registry dm_bof_registry This user should be different from the dm_mediaserver user. The port used by Documentum Administrator to communicate with Content Transformation Services installations. The default is The name of the domain against which the user is authenticated. Use the fully qualified domain. Different DFC installations can use different global registries where required service based objects or network locations are stored. A single DFC installation can have only one global registry. You will be prompted during installation for the primary registry. By default, the global registry user has the user name of dm_bof_registry.during repository configuration, 28 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

29 Installing Media Transformation Services Installation information Description Your value provide the user login name and password for the global registry user. The global registry user should be someone other than the administrator. Installing CTS DAR files You need to install CTS DAR files before configuring CTS products to get all the latest changes/enhancements. Install the DAR files in the global repository and each repository that is configured for Media Transformation Services. There are three CTS DAR files for Media Transformation Services: Rich Media Services DAR file Transformation DAR file CTSAspects DAR file (do not install if you are using a 5.3x Content Server) The DAR files can be installed from any machine with the latest version of headless Composer and the DAR Installer plug in on the local machine. Headless Composer is installed as part of Content Server version 6.5 and later. Headless Composer can be found on the Content Server host at C:\Documentum\product\<version>\install\composer\ComposerHeadless. If Content Server is of a version other than 6.5x or later, you will need to download and install headless Composer before attempting to install the CTS DAR files. Headless Composer is available on the EMC download site as part of Documentum Developer Studio. Consult the Documentum Composer User Guide for more information about Composer. Note: You must have Superuser privileges for the repositories in which you are installing the DAR files. If you are upgrading from Media Transformation Services version 6.0 or earlier, you must delete existing version 6.0 or earlier DocApps before installing the DAR files. Deleting version 6.0 or earlier DocApps Follow this procedure only if you are upgrading from Media Transformation Services version 6.0 or earlier: To delete version 6.0 or earlier DocApps: 1. Log in to DAM as an administrator user. 2. Navigate to the \Cabinet\System\Applications folder. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 29

30 Installing Media Transformation Services 3. Click the checkboxes for: CTSTransformRequest MediaProfile 4. Select File>Delete. 5. For each folder, select Delete This folder and All Subfolders and Objects and Delete All Versions. 6. Click Finish to apply to all three folders. 7. Click Continue to confirm the deletion. 8. Check the Applications folder to ensure the folders are deleted. Configuring headless Composer The headless Composer zip file has the format DCTM_Headless_Composer_<platform>_<version>. zip. To configure headless Composer: 1. Extract the headless Composer.Zip file to a directory of your choice on your local machine. The directory name must not contain any spaces. 2. Open the dfc.properties file at:..\composerheadless\plugins\com.emc.ide.external.dfc_1. 00\documentum.config with a text editor. 3. Add the DFC and connection broker information, similar to the following: dfc.docbroker.host[0]=[docbroker IP address or host name] 4. Save your changes and close dfc.properties. Installing a DAR file with DAR Installer Plugin You can use the DAR Installer Plugin to install a DAR file to a repository if you do not want to use the interface within Composer. The DAR Installer plugin requires Composer or Headless Composer to be installed, but does not launch the full Composer IDE. The DAR Installer Plugin is useful in cases where you want to de couple the development of DAR files from the installation of DAR files. It is also useful in situations where installation of DAR files is required as part of a deployment process. When you open the DAR Installer program, it creates three folders in your Composer installation directory: darinstallerconfiguration contains configuration files for the DAR Installer program darinstallerlogs the default location of the log files darinstallerworkspaces workspaces that are created and used by the DAR Installer program. The DAR Installer program does not delete these workspaces automatically, so you occasionally need to cleanup this directory. The workspace directories are named in the following form: darinstallerworkspaces/yyyy mm dd hh mm ss. 30 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

31 Installing Media Transformation Services The DAR Installer requires you to fill in certain values that are marked with an asterisk (*). All other fields are optional. For a description of the fields for the DAR Installer Utility, see Table 3, page 31. To install a DAR file with DAR Installer Plugin: DAR files are installed one at a time. 1. Download the DAR Installer zip file from the same place that you downloaded Composer. You can find the DAR Installer Plugin by going to and searching for ʺComposer to reach the Documentum Composer download site. 2. Unzip the DAR Installer zip file to the root of your Composer or headless Composer installation directory. 3. Run darinstaller.exe, which is located in the Composer root directory, to start the DAR Installer Plugin. 4. In the DAR Details section, specify values for the fields. 5. In the Connection Broker Details section, specify values for Connection Broker Host and Connection Broker Port and click Connect. 6. In the Repository Details section, specify values for the fields and click Install to install the DAR file to the repository. Refer to the Description of DAR Installer Fields table to help guide you through the DAR file install process. 7. Repeat steps 2 4 for the next DAR file. You can view the log for the DAR installation by selecting the log file from the Log File drop down menu and clicking Open. Table 3. Description of DAR Installer Fields (CTS DAR) Parameter Required Description DAR Yes The absolute file path to the.dar file that you want to install. The file path cannot contain any I18N characters or the installation will fail. Input File No The absolute file path to the install based parameter file Local Folder No The absolute file path to localized.properties files. If you want to make your application available in other languages, you need to localize the project data such as labels, tabs, and descriptions. Log File No The file to save the log to. If this is not specified, the file defaults to <DAR>.log EMC Documentum Media Transformation Services Version 6.6 Installation Guide 31

32 Installing Media Transformation Services Parameter Required Description Connection Broker Host Yes The address of the Connection Broker Connection Broker Port Yes The port of the Connection Broker Repository Repository Yes The name of the repository that you want to install the DAR file to. Click on the Connect button after entering the Docbroker host and port to retrieve the available repositories. User Name Yes The login name for the repository Password Yes The password for logging into the repository Domain No The domain where the repository resides Installing Media Transformation Server The following procedure will install the Media Transformation Server service and supporting files. Complete the information in Table 2, page 26 prior to performing this procedure. Note: Some screens mentioned below may not appear during your installation, depending on what is already installed on the Media Transformation Server host. If you are installing Document Transformation Services through remote desktop, launch the remote desktop with the following command : mstsc.exe /console To install Media Transformation Server: 1. Log in to the selected Media Transformation Server host as an administrator user. 2. Ensure that no programs or applications are running on the host. 3. Navigate to the folder containing the unzipped Media Transformation Server installation files. Downloading installers, page 22 provides information about where the files should be located. 4. Double click mtswinsuitesetup.exe. The Media Transformation Services Installer splash screen is displayed, followed by the Welcome screen, which lists the components being installed. 5. Click Next. The license agreement terms are displayed. 6. Select the option to accept the terms of the license agreement, then click Next. 7. The Installer checks for any versions of the DFC currently installed on the host. 32 EMC Documentum Media Transformation Services Version 6.6 Installation Guide

33 Installing Media Transformation Services If a version of the DFC older than that which is installed is detected, it will be replaced. For more information on the DFC, see Documentum Foundation Classes, page The DFC Runtime Environment Optional Features screen appears. If you want to install the Developer Documentation and/or the Primary Interop Assembly Installer, select these options. Click Next. 9. On the Directory for Documentum Software screen, change the destination folder for DFC (the default is C:\Program Files\Documentum\), if required, then click Next. To accept the default, click Next. Note: If you already have the correct version of the DFC on your system, you will not see this screen; go to Step You are prompted to enter the User Directory for DFC Runtime Environment. This is where exported documents, checked out documents, and DFC log files are stored. The default directory is C:\Documentum. If required, change the user directory for DFC, then click Next. To accept the default directory, click Next. Note: If you already have the correct version of the DFC on your system, you will not see this screen; go to Step You are prompted to enter a Connection Broker host name (or IP address) and port number. Type the name of the Connection Broker host name in the Connection Broker Host Name field and, optionally, type the port number in the Port Number field, and click Next. Note: If you already have the correct version of the DFC on your system, you will not see this screen; go to Step Identify the Content Transformation Services installation directory (for core components that all CTS products use). The Installer creates a directory named CTS within the chosen directory. It is recommended that you accept the default directory (for example, C:\Program Files\Documentum\CTS), which is where any other Documentum products are installed. To accept the default directory, click Next. To choose another directory, click Browse, navigate to the directory, and click Next. 13. Identify the host name of the host machine. This may be detected automatically, if you are installing directly from the host. Otherwise, enter the network host name, and click Next. 14. Identify the port number to which the CTS Administration Agent will be configured. This port is used in conjunction with Documentum Administrator to communicate with CTS hosts. The default port number is Enter a port number and click Next. The Admin user name and password screen appears. 15. Enter the Admin user name and password; if you are installing for a domain user, use the format <username>@<domain> in the Admin user name field. Click Next. 16. The Installer checks the host for the required and recommended rendering applications. If any of these is missing (or not available in the default installation directory), you are warned that Media Transformation Server will not be able to support some file formats. Cancel the Installer and reinstall the rendering application into the default directory. If you do not wish to transform the file formats supported by the missing application, click Next. 17. The Installation Summary screen appears, listing the applications that will be installed. EMC Documentum Media Transformation Services Version 6.6 Installation Guide 33