EMC Documentum Quality and Manufacturing

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1 EMC Documentum Quality and Manufacturing Version 4.1 Installation 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 Revision History... 5 Chapter 1 Getting Started... 7 System Configuration... 7 Reviewing System Requirements... 8 Preparing the Installation Package... 8 Verifying System Components... 9 Turning off Default Audit Events... 9 Exporting and Resetting your Documentum D2 Configuration Chapter 2 Installing Documentum Q&M Installation Scenarios Automated Installation of the Solution Automated Installation Overview Installation Scripts Overview Installing the Solution on Windows Running the Automated edrg Reports Script on Windows Running the Automated D2-Config Import on Windows Installing the Solution on UNIX and Linux Running the Automated edrg Reports Script on UNIX and Linux Running the Automated D2-Config Import on UNIX and Linux Manual Installation of the Solution Manual Installation Overview Installing the DAR files Adjusting the DAR Install for No dmadmin User Installing DAR files Installing edrg Reports Installing Roles Deploying the Server Methods JAR files Deploying the CDFD2Plugins and CDFBase JAR Files Deploying the d2ls and XMLViewer WAR Files Importing Documentum D2-Config Files Updating the Version of the Life Sciences Solution Updating the Life Sciences External Widget D2 WebContext References Updating the edrg Resources for the edrg Widgets Executing the Post-Installation Script Creating Database Indexes Chapter 3 Installing Multiple Solutions in a Single Repository Importing Documentum Solution Configuration (D2-Config) on an Existing Configuration Fixing the Order of D2 Contexts Using D2 Context Reorder Utility

4 Table of Contents Chapter 4 Completing the Installation Applying the D2 and Life Sciences Hotfixes Configuring Documentum xplore Facets Rebuilding Documentum xplore Indexes Configuring Advanced Document Transformation Services and Thumbnail Server Configuring Content Transformation Services for the Preview Widget Configuring CTS to Render Document Properties from Microsoft Word to PDF Installing ARender for Documentum Prerequisites Installing the Rendition Server Deploying ARender Documentum Connector Application Enabling ARender Widget in Workspaces Disabling the Menu Option to Open Documents from an External Source Configuring the edrg Reports Removing the edrg Widget from a Workspace Updating the XML Viewer D2 External Widgets Disabling Non-LSQM Relations Updating the d2webcontext Parameter in the Widget URLs Disabling the Drag-and-Drop Feature in D Updating the D2 URL in D2 Dictionary Creating Site-Based User Roles Configuring the Mailing Lists Clearing the Browser History Chapter 5 Validating the Installation Creating LSQM Roles for Validation Validating the Documentum Q&M Installation Creating a Category 1 Document Creating a Change Request Attaching Documents to a Change Request Closing of a Change Request Chapter 6 Troubleshooting the Installation Troubleshooting the edrg Installation Problem Cause Resolution Problem Cause Resolution Troubleshooting Viewing Audit Report Using View through C2 option Problem Cause Resolution

5 Revision History Revision Date October 2016 May 2016 April 2016 March 2016 February 2016 Description Added steps to remove relations in Disabling Non-LSQM Relations, page 50. Replaced all instances of LSSuite with LSQM. Removed the section Disabling PDF Rendition for Specific Types and Formats in Configuring Advanced Document Transformation Services and Thumbnail Server, page 41. Added a step in the section, Creating Site-Based User Roles, page 52 Updated the table in Deploying ARender Documentum Connector Application, page 44. Updated edrg to AMPLEXOR edrg. Corrected the path of the dardeployer file. Updated the jboss path in the diagram. Added a note for the shared or non-shared environment option in the Installing the Solution on Windows, page 17 and Installing the Solution on UNIX and Linux, page 21 sections. Updated the edrg URL. Made corrections in the section, Updating the XML Viewer D2 External Widgets, page 49. January 2016 Removed the section describing the steps to manually configure controlled printing in Documentum Q&M as it is configured by default in D2-Config. Added the ARender procedure Disabling the Menu Option to Open Documents from an External Source, page 46. 5

6 Revision History Revision Date Description Initial publication. 6

7 Getting Started Chapter 1 This guide explains how to install the EMC Documentum Quality and Manufacturing (known as Documentum Q&M or LSQM) solution. You can install the Life Sciences solution on a Microsoft Windows, UNIX, or Linux platform. System Configuration The Life Sciences solutions require multiple Documentum components. The following figure illustrates a typical minimum system configuration: 7

8 Getting Started As shown in the following figure, you deploy Documentum Q&M to the repository: Reviewing System Requirements Verify that the servers and machines meet the system requirements outlined in the EMC Documentum for Life Sciences Release Notes. Preparing the Installation Package 1. Download the installation package from the EMC Support Site ( 2. Unzip the installation package to a temporary location on the Documentum Content Server (Content Server) host, such as C:\Temp (Microsoft Windows) or /usr/dmadmin/temp (UNIX and Linux). The installation package for Microsoft Windows is LSQM_<version>.zip. The installation package for UNIX and Linux is LSQM_<version>.tar Where <version> is the solution version. 8

9 Getting Started Verifying System Components 1. Verify that the following components are running on the Content Server host: Documentum Connection Broker Documentum Content Server Java Method Server (JMS) 2. Verify that the following components are installed on the Content Server host: Oracle Java Development Kit (JDK) Documentum DAR Installer 3. Ensure that Documentum D2 and all required components are installed correctly. Documentum D2-API is installed on the Content Server host. Documentum D2 Configuration (D2-Config) and Documentum D2 Client web applications is installed on a web application server. D2 plugins such as C2, O2, D2-Bin, and P2 (optional) are installed. The EMC Documentum D2 Installation Guide provides the installation steps. 4. Ensure that a version of Documentum Process Engine that is compatible with your version of the Content Server is installed. The Life Sciences solutions depend on the DARs included with the Documentum Process Engine. These DARs are TCMReferenceProject.dar, Forms.dar, and BPM.dar. 5. Install the optional AMPLEXOR euroscript Documentum Report Generator (edrg) Reporting tool. The edrg documentation provides more information. If you install Documentum D2 and edrg reports on the same application server, increase the JVM heap size for the application server to at least 1 GB. The minimum recommended JVM settings are: -Xms1024m -Xmx1024m -XX:PermSize=256m -XX:MaxPermSize=512m You can start Documentum Advanced Document Transformation Services (ADTS), Documentum Thumbnail Server (Thumbnail Server), and Documentum xplore-related services after you install Documentum Q&M. Turning off Default Audit Events Turning off default audit events enables a more readable and streamlined audit trail. The EMC Documentum Content Server Administration and Configuration Guide provides more information about default audit events. Follow these steps to turn off the default audit events using Documentum Administrator: 1. Log in to Documentum Administrator as a user with Config Audit privilege. 2. Navigate to Audit Management. 3. Select Manage Auditing by events selected for all objects in the repository. 4. Select dm_default_set and click Remove. 9

10 Getting Started 5. Restart the repository. Exporting and Resetting your Documentum D2 Configuration If you have existing Documentum D2 configurations, follow this procedure before installing any solution. 1. In D2-Config, use File > Export configuration to save your current configurations. 2. Use the File > Reset configuration to reset the configurations. 3. After installing the solutions, you can optionally reapply your previous configurations. The EMC Documentum D2 Administration Guide provides instructions for completing these steps. 10

11 Installing Documentum Q&M Chapter 2 This chapter describes the different ways for installing the Life Sciences solution. Installation Scenarios The following installation scenarios are supported: Automatic Installation of a Life Science solution for a single repository by running various installation scripts. Manual Installation of a Life Sciences solution for a single repository by manually installing the DAR files, importing the D2 configurations, and running the post-install scripts. Automated Installation of the Solution This section provides the instructions for automatically installing a Life Science solution through installation scripts for both Windows and UNIX or Linux. Automated Installation Overview Documentum Q&M provides installation scripts for installing the solution on a Microsoft Windows, UNIX, or Linux environment. The Chapter 3, Installing Multiple Solutions in a Single Repository chapter provides instructions on how to install multiple solutions. The installation scripts automate the following tasks: Installs the DAR files Populates roles Stops the Java Method Server (Microsoft Windows installations only) Copies the Server Method JAR files in Java Method Server (JMS) Restarts the Java Method Server (Microsoft Windows installations only) Creates database indexes 11

12 Installing Documentum Q&M Updates the Life Sciences solution version Imports Life Sciences Configurations Updates the d2webcontext in the External Widget URL Updates the edrg resources for edrg reports Executes a post-installation procedure Installing the Solution on Windows, page 17 provides instructions for Microsoft Windows. Installing the Solution on UNIX and Linux, page 21 provides instructions for UNIX and Linux. The edrg installation scripts automate the installation of the optional edrg DAR files for both Microsoft Windows and UNIX or Linux. This is an optional reporting component that is not included in the standard solution. Running the Automated edrg Reports Script on Windows, page 19 and Running the Automated edrg Reports Script on UNIX and Linux, page 24 provide instructions for installing these files. Alternatively, you can install the solutions manually without using the installation scripts. Manual Installation of the Solution, page 26 provides manual installation instructions. Installation Scripts Overview The following table lists the installation scripts and a brief description for each: Script Script File Location Description edrginstall.bat <Installation_Directory> For installing edrg on Windows edrginstall.sh <Installation_Directory> For installing edrg on UNIX/Linux install.bat <Installation_Directory> For installing the Life Science solution on Windows install.properties <Installation_Directory> Property configuration file for installation install.sh <Installation_Directory> For installing the Life Science solution on UNIX/Linux install.xml <Installation_Directory> Installation script ANT XML LSConfigImport.bat <Installation_Directory> For importing Life Science configurations on Windows LSConfigImport.sh <Installation_Directory> For importing Life Science configurations on UNIX/Linux nodmadmin.installparam.xml <Installation_Directory> Input XML file for DAR installation for systems that do not use dmadmin as the installation owner version.txt <Installation_Directory> Version of Life Sciences solution reference 12

13 Installing Documentum Q&M Script Script File Location Description IndexCDF.bat <Installation_Directory>/scripts Creates indexing on attributes for performance improvement on Windows for Content Server 7.1 and above IndexCDF.sh <Installation_Directory>/scripts Creates indexing on attributes for performance improvement on UNIX/Linux for Content Server 7.1 and above populate_reporting _rolescdf.bat populate_reporting _rolescdf.sh <Installation_Directory>/scripts <Installation_Directory>/scripts Creates role hierarchy between edrg roles and CDF-specific roles on Windows Creates role hierarchy between edrg roles and CDF-specific roles on UNIX/Linux postinstall.bat <Installation_Directory>/scripts Post-installation execution for all solutions on Windows for Content Server 7.1 and above postinstall.sh <Installation_Directory>/scripts Post-installation execution for all solutions on UNIX/Linux for Content Server 7.1 and above IndexLSF.bat <Installation_Directory>/scripts Creates indexing on attributes for performance improvement on Windows for Content Server 7.1 and above IndexLSF.sh <Installation_Directory>/scripts Creates indexing on attributes for performance improvement on UNIX/Linux for Content Server 7.1 and above populate_lsf_arender _roles.bat populate_lsf_arender _roles.sh <Installation_Directory>/scripts <Installation_Directory>/scripts Creates role hierarchy between arender roles and LSF-specific roles on Windows Creates role hierarchy between arender roles and LSF-specific roles on UNIX/Linux populate_lsf_roles.bat <Installation_Directory>/scripts Creates role hierarchy between roles provided in the LSF DAR on Windows populate_lsf_roles.sh <Installation_Directory>/scripts Creates role hierarchy between roles provided in the LSF DAR on UNIX/Linux populate_reporting _roleslsf.bat <Installation_Directory>/scripts Creates role hierarchy between edrg roles and LSF-specific roles on Windows 13

14 Installing Documentum Q&M Script Script File Location Description populate_reporting _roleslsf.sh populate_qm_arender _roles.bat populate_qm_arender _roles.sh <Installation_Directory>/scripts <Installation_Directory>/scripts <Installation_Directory>/scripts Creates role hierarchy between edrg roles and LSF-specific roles on UNIX/Linux Creates role hierarchy between arender roles and LSQM-specific roles on Windows Creates role hierarchy between arender roles and LSQM-specific roles on UNIX/Linux populate_qm_roles.bat <Installation_Directory>/scripts Creates role hierarchy between roles provided in the LSQM DAR on Windows populate_qm_roles.sh <Installation_Directory>/scripts Creates role hierarchy between roles provided in the LSQM DAR on UNIX/Linux populate_reporting _rolesqm.bat populate_reporting _rolesqm.sh indexcdf.dql ReportingRolesCDF.ebs postinstall.dql indexlsf.dql LSFArenderRoles.ebs LSFGeneralRoles.ebs ReportingRolesLSF.ebs <Installation_Directory>/scripts <Installation_Directory>/scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts Creates role hierarchy between edrg roles and LSQM-specific roles on Windows Creates role hierarchy between edrg roles and LSQM-specific roles on UNIX/Linux DQL script for creating indexing attributes for all Life Sciences solutions Docbasic script implementing creating role hierarchy for edrg roles for CDF-specific roles DQL script for post installation for all Life Sciences solutions DQL script for creating indexing attributes for all Life Sciences solutions Docbasic script implementing creating role hierarchy for LSF specific arender roles Docbasic script implementing creating role hierarchy for LSF specific General roles Docbasic script implementing creating role hierarchy for LSF-specific reporting roles 14

15 Installing Documentum Q&M Script Script File Location Description QMArenderRoles.ebs QMRoles.ebs ReportingRolesQM.ebs updateedrgresources.ebs updatehostandport.ebs versionupdate.ebs ApplyD2Configurations - Example 1.bat ApplyD2Configurations - Example 2.bat ApplyD2Configurations.bat ApplyD2Configurations.sh ChangeObjectModel.bat ChangeObjectModel.sh ContextOrder.xls D2 Object Model 4.2.xml D2Context Order Export README.txt D2Context Reorder README.txt D2ContextOrderExport.bat <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory>/scripts /scripts <Installation_Directory> /updateversion <Installation_Directory> /updateversion <Installation_Directory> /updateversion <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration Docbasic script implementing creating role hierarchy for LSQM specific arender roles Docbasic script implementing creating role hierarchy for LSQM roles Docbasic script implementing creating role hierarchy for LSQM-specific reporting roles Docbasic script to update edrg resources in Report Definitions Docbasic script to update d2webcontext in the External Widget URL where it is applicable Docbasic script to update version of cd_solution_registry Example for applying D2 configuration for a specific object Example for applying D2 configuration for a specific object Applying D2 Configuraiton for specific object utility om Windows Applying D2 Configuraiton for specific object utility om UNIX/Linux Changing Object Model utility on Windows Changing Object Model utility on UNIX/Linux Context Order Utility input file. Contains all the d2_document set sorted by order_no of the default Life Sciences released version D2 4.2 Object Model sample Readme file for D2 Context Order Export utility Readme file for D2 Context Reorder utility Utility to export the current D2 document set sorted by Order No from the system - Windows 15

16 Installing Documentum Q&M Script Script File Location Description D2ContextOrderExport.sh D2ContextReorder.bat D2ContextReorder.sh DumpObjectModel - Example 1.bat DumpObjectModel - Example 2.bat DumpObjectModel - Example 3 - D2 config types.bat DumpObjectModel.bat DumpObjectModel.sh logback.xml ProcessVirtualDocument - Example 1.bat ProcessVirtualDocument.bat ProcessVirtualDocument.sh README.txt RefreshCache - Example.bat RefreshCache.bat RefreshCache.sh Using the change object model utility.docx <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration Utility to export the current D2 document set sorted by Order No from the system - UNIX/Linux Reordering context based on the order in the ContextOrder.xls file on Windows Reordering context based on the order in the ContextOrder.xls file on UNIX/Linux Example to run the Dump Object Model utility Example to run the Dump Object Model utility Example to run the Dump Object Model utility Dump Object Model utility for Windows Dump Object Model utility for UNIX/Linux Logback.xml file to provide verbose information during context reordering using the utility Example for manipulating a virtual document structure in the repository in various ways For manipulating a virtual document structure in the repository in various ways on Windows For manipulating a virtual document structure in the repository in various ways on UNIX/Linux Readme for migration utility Example for running the Refresh Cache method Refresh Dictionary Taxonomy and D2 cache - Windows Refresh Dictionary Taxonomy and D2 cache - Unix/Linux Document for running the Change Object Model utility 16

17 Installing Documentum Q&M Script Script File Location Description Using the D2 configuration migration utility.docx Using the Documentum object model dump utility.docx <Installation_Directory>/Util /Migration <Installation_Directory>/Util /Migration Document for running D2 Configuration Migration utility Document for running the Documentum Object Model dump utility where <Installation_Directory> refers to the location where you unzipped the Life Sciences installation package. Installing the Solution on Windows 1. Before starting the installation, verify the following: Content Server is version 7.1 and above. Java Method Server is running. DAR Installer is installed. The repository is running. The Content Server does not have ANT_HOME already set. If ANT_HOME is set, the installation script can fail. Remove ANT_HOME from the environment variables. 2. If you are upgrading from a previous version, back up the CDF-Methods.jar file and then delete it from the Java Method Server lib directory. The location of the Java Method Server lib directory depends on the host operating system and version of Content Server. For Content Server 7.1 and above: %DOCUMENTUM%\jboss7.1.1\server\DctmServer _MethodServer\deployments\ServerApps.ear\lib 3. Navigate to the temporary installation directory, that is, the directory where you unzipped the installation package. 4. If you do not have dmadmin as the username for the super user, update the nodmadmin.installparam.xml input file with the name of a super user in your repository. Adjusting the DAR Install for No dmadmin User, page 27 provides instructions. 5. In the <Installation_Directory>/install.properties file, modify the values listed in the following table to correspond to your repository environment: Field docbase.name user.name user.password Description Type the repository name. Type the Documentum installation owner. Type the Documentum installation owner password. contentserver.version For Content Server 7.1, type 7.1 For Content Server 7.2, type

18 Installing Documentum Q&M Field appserver.url d2.lockbox d2app.name isdocumentum.shared Description Type the application server URL (for example, server host>:<default port> for an Apache Tomcat application server host). Type the Lockbox folder path (for example, on Windows, C:/Documentum/D2/Lockbox). Type the D2 application name by which the D2.war file is deployed. For example, if D2 is deployed as D2.war, then the value is D2; if D2 is deployed as D245.war, then the value is D245. By default it is D2. Type y for shared environment and n for non-shared environment. Note: In previous versions of Documentum Content Server (7.0 and earlier), on Windows, the default Documentum location was stored under the environment variable %DOCUMENTUM_SHARED% if Content Server was upgraded from a previous version and under the %DOCUMENTUM% environment variable if it was a fresh Content Server installation. If the %DOCUMENTUM_SHARED% environment variable is used by the Content Server instead of the %DOCUMENTUM% variable, you must select the Y option in install.properties. See the EMC Documentum Content Server Installation Guide for more information about setting Documentum environment variables. 6. To start the installation, open a Command window, change the directory to the temporary installation directory (for example, the LSQM directory), and run the command: install.bat 7. To verify a successful installation, check the log files for errors. Log files are in the working\logs directory where you unzipped the installation package (<Installation_Directory>\working\logs). The log files for the solutions: LSQM_dars.log LSQM_updateversion.log LSQM_populateroles.log LSQM_copy_serverlibs.log LSQM_index.log 8. On the application server: a. Stop the application server and clear the cache. b. Copy the CDFD2Plugins.jar from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the CDFD2Plugins.jar from C:\Temp\LSQM\CDFD2Plugins to C:\Program Files\Apache\Tomcat 8.0\webapps\D2\WEB-INF\lib. c. Copy the CDFBase.jar from the temporary installation directory to the application server. 18

19 Installing Documentum Q&M For example, on Apache Tomcat application server, copy the CDFBase.jar from C:\Temp\LSQM\method_server_lib to C:\Program Files\Apache\Tomcat 8.0\webapps\D2\WEB-INF\lib. d. In the <Installation_Directory>/war folder, update the dfc.properties located in the /WEB-INF/classes folder in d2ls.war. e. Deploy the d2ls.war file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the d2ls.war file from C:\Temp\LSQM\war to C:\Program Files\Apache\Tomcat 8.0\webapps. f. Deploy the XMLViewer.war file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the XMLViewer.war file from C:\Temp\LSQM\war to C:\Program Files\Apache\Tomcat 8.0\webapps. g. Start the application server. 9. If the environment has the high-availability configuration of Content Server, copy the server methods libraries to each of the JBOSS instances: a. On the Java Method Server host, stop the Java Method Server. b. Copy the following files from the temporary installation directory to the Java Method Server lib directory: <Installation_Directory>\method_server_lib\CDF-Methods.jar <Installation_Directory>\method_server_lib\CDFBase.jar Where <Installation_Directory> is the directory where you unzipped the installation package. The location of the Java Method Server lib directory depends on the host operating system and version of Content Server. For Content Server 7.1 and above: %DOCUMENTUM%\jboss7.1.1\server\DctmServer _MethodServer\deployments\ServerApps.ear\lib c. Restart the Java Method Server. Running the Automated edrg Reports Script on Windows edrg is an optional third-party report engine integrated with the Life Sciences solutions. If you purchased a separate edrg license, you must follow these steps to configure edrg reports in your environment. The edrg Installation Guide provides more information about the edrg license. The edrg installation script file provided with the Life Sciences binaries enables the automated installation for the edrg reports in your system. This file installs the edrg DARs and populates the reporting roles for the edrg reports. 1. Before starting the edrg configuration, verify the following: edrg is installed in your environment. Java Method Server is running. 19

20 Installing Documentum Q&M 2. To start the installation, run edrginstall.bat. From Microsoft Windows, double-click edrginstall.bat. To view the installation details, open a Command window, change the directory to the temporary installation directory (for example, the LSQM directory), and run the command: edrginstall.bat 3. Check the log files for errors. Log files are in the working\logs directory where you unzipped the installation package (<Installation_Directory>\working\logs). The log files for LSQM are: LSQM_dars_eDRG.log LSQM_populateroles_EDRG.log Running the Automated D2-Config Import on Windows The Automated D2-Config import script updates D2 WebContext references in external widgets and custom menus. It also updates the edrg resources for edrg reports. Note: If you install the solution manually and want to run the Automated D2-Config import script, ensure that the logs folder is present in the following directory: <Installation_Directory>\working\logs 1. Before starting the installation, verify the following: Java Method Server is running. If you are upgrading, back up all of your existing configurations because the script resets the configurations. The install.properties file has correct values for appserver.url, docbase.name, user.name, user.password and d2app.name. 2. To start the installation, run LSConfigImport.bat: From Microsoft Windows, double-click LSConfigImport.bat. To view the installation details, open a Command window, change the directory to the temporary installation directory (for example, the LSQM directory), and run the command: LSConfigImport.bat 3. Select whether to install the D2 Configuration files when prompted: Type 1 to install the configurations. This option resets the current configurations and removes them from the repository. It is recommended that you back up these configurations by exporting them to the file system or checking in a version in the repository using D2-Config before you continue. Exporting and Resetting your Documentum D2 Configuration, page 10 provides instructions. Type 2 to overwrite the configurations. It is recommended that you back up these configurations by exporting them to the file system or checking in a version in the repository 20

21 Installing Documentum Q&M using D2-Config before you continue. Exporting and Resetting your Documentum D2 Configuration, page 10 provides instructions. Type 3 to continue without installing the configurations. In this case, you must manually import the configurations. Importing Documentum D2-Config Files, page 30 provides instructions. 4. Check the log files for errors. Log files are in the working\logs directory where you unzipped the installation package (<Installation_Directory>\working\logs). The log files for LSQM are: LSQM_config.log LSQM_UrlUpdate.log If you have any issues with the automated D2-Config import, follow the steps provided in Importing Documentum D2-Config Files, page 30. Installing the Solution on UNIX and Linux 1. Before starting the installation, verify the following: Content Server is version 7.1 and above. Java Method Server is stopped. DAR Installer is installed. The repository is running. The files in the installation location have Execute permission. Check the following files: <Installation_Directory>/install.sh <Installation_Directory>/scripts/*.sh To make these files executable, run the following commands: chmod +x install.sh chmod -R +x *.sh The LSConfigImport.sh file is located in the <Installation_Directory>. The script files located in the /scripts directory for LSQM are: postinstall.sh IndexCDF.sh populate_reporting_rolescdf.sh populate_lsf_arender_roles.sh populate_lsf_roles.sh populate_reporting_roles_lsf.sh populate_qm_arender_roles.sh populate_qm_roles.sh 21

22 Installing Documentum Q&M populate_reporting_rolesqm.sh IndexLSF.sh 2. If you are upgrading from a previous version, back up the CDF-Methods.jar file and then delete it from the Java Method Server lib directory. The location of the Java Method Server lib directory depends on the host operating system and version of Content Server. For Content Server 7.1 and above: $DOCUMENTUM/shared/jboss7.1.1/server /DctmServer_MethodServer/deployments/ServerApps.ear/lib 3. Open a terminal window and navigate to the temporary installation directory, that is, LSQM. 4. If you do not have a dmadmin super user, update the nodmadmin.installparam.xml input file with the name of a super user in your repository. Adjusting the DAR Install for No dmadmin User, page 27 provides instructions. 5. Run one of the following commands at the $ prompt: sh install.sh./install.sh Ensure that you run the script from the same location where you unzipped the installation package. 6. Enter values for your repository environment when prompted for the fields described in the following table: Field Enter Username Enter password Enter Docbase name Enter Content Server version Is this Documentum shared environment - Press y for Yes and n for No Description Type the Documentum installation owner. Type the Documentum installation owner password. Type the repository name. For Content Server 7.1, type 7.1 For Content Server 7.2, type 7.2 Type y for shared environment and n for non-shared environment. Note: In previous versions of Documentum Content Server (7.0 and earlier), on Linux/UNIX, the default location of Documentum was stored under the $DOCUMENTUM_SHARED if Content Server was upgraded from a previous version and under the $DOCUMENTUM environment variable if it was a fresh Content Server installation. If the $DOCUMENTUM_SHARED environment variable is used by the Content Server, you must select the Y option in the prompt. See the EMC Documentum Content Server Installation Guide for more information about setting Documentum environment variables. 7. To verify a successful installation, check the log files for errors. Log files are in the working/logs directory where you unzipped the installation package (<Installation_Directory>/working/logs). 22

23 Installing Documentum Q&M The log files for LSQM are: LSQM_dars.log LSQM_updateversion.log LSQM_populateroles.log LSQM_index.log 8. On the application server: a. Stop the application server and clear the cache. b. Copy the CDFD2Plugins.jar from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the CDFD2Plugins.jar from /usr/dmadmin/temp/lsqm/cdfd2plugins to /usr/dmadmin/tomcat/webapps/d2 /WEB-INF/lib. c. Copy the CDFBase.jar file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the CDFBase.jar file from /usr/dmadmin/temp/lsqm/method_server_lib/ to /usr/dmadmin/tomcat /webapps/d2/web-inf/lib. d. In the <Installation_Directory>/war folder, update the dfc.properties located in the /WEB-INF/classes folder in d2ls.war. e. Deploy the d2ls.war file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the d2ls.war file from /usr/dmadmin/temp/lsqm/war to /usr/dmadmin/tomcat/webapps. f. Deploy the XMLViewer.war file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the XMLViewer.war file from /usr/dmadmin/temp/lsqm/war to /usr/dmadmin/tomcat/webapps. g. Start the application server. 9. If the environment has the high-availability configuration of Content Server, copy the server methods libraries to each of the JBOSS instances: a. Copy the following files from the temporary installation directory (for example, /usr/dmadmin/temp/<ls Solution>/method_server_lib) to the Java Method Server lib directory: <Installation_Directory>/method_server_lib/CDF-Methods.jar <Installation_Directory>/method_server_lib/CDFBase.jar The location of the Java Method Server lib directory depends on the host operating system and version of Content Server. For Content Server 7.1 and above: $DOCUMENTUM/shared/jboss7.1.1/server /DctmServer_MethodServer/deployments/ServerApps.ear/lib b. Restart the Java Method Server. 23

24 Installing Documentum Q&M Running the Automated edrg Reports Script on UNIX and Linux edrg is an optional third-party report engine integrated with the Life Sciences solutions. If you purchased a separate edrg license, you must follow these steps to configure edrg reports in your environment. The edrg installation script file provided with the Life Sciences binaries enables the automated installation for the edrg reports in your system. This file installs the edrg DARs and populates the reporting roles for the edrg reports. 1. Before starting the edrg configuration, verify the following: edrg is installed in your environment. Java Method Server is running. The <Installation_Directory>/eDRGInstall.sh file has Execute permission. To make this file executable, run the following command: chmod +x edrginstall.sh 2. Run one of the following commands at the $ prompt:. sh edrginstall.sh../edrginstall.sh Ensure that you run the script from the same location where you unzipped the installation package. 3. Check the log files for errors. Log files are in the working/logs directory where you unzipped the installation package (<Installation_Directory>/working/logs). The log files for LSQM are: LSQM_dars_eDRG.log LSQM_populateroles_eDRG.log Running the Automated D2-Config Import on UNIX and Linux The Automated D2-Config import script imports the Life Sciences configurations and updates the D2 WebContext reference for the Life Sciences external widgets. 1. Before starting the installation, verify the following: Java Method Server is running. If you are upgrading, back up all of your existing configurations because the script resets the configurations. The files in the installation location have Execute permission. Check the following file: <Installation_Directory>/LSConfigImport.sh To make this file executable, run the following command: chmod +x LSConfigImport.sh The folders in the installation location have full access. Check the following folder: 24

25 Installing Documentum Q&M <Installation_Directory>/scripts/scripts To give full access, run the following command: chmod 777 <Installation_Directory>/scripts/scripts 2. Run one of the following commands at the $ prompt: sh LSConfigImport.sh./LSConfigImport.sh Ensure that you run the script from the same location where you unzipped the installation package. 3. Select whether to install the D2 Configuration files when prompted: Type 1 to install the configurations. This option resets the current configurations and removes them from the repository. It is recommended that you back up these configurations by exporting them to the file system or checking in a version in the repository using D2-Config before you continue. Exporting and Resetting your Documentum D2 Configuration, page 10 provides instructions. Type 2 to overwrite the configurations. It is recommended that you back up these configurations by exporting them to the file system or checking in a version in the repository using D2-Config before you continue. Exporting and Resetting your Documentum D2 Configuration, page 10 provides instructions. Type 3 to continue without installing the configurations. In this case, you must manually import the configurations. Importing Documentum D2-Config Files, page 30 provides instructions. 4. If you select 1 or 2, type values for your repository environment when prompted for the fields described in the following table: Field Enter Username Enter password Enter Docbase name Enter AppServer Url Enter Content Server version Enter Lockbox Location Enter D2 Application Name Is this Documentum shared environment - Press y for Yes and n for No Description Type the Documentum installation owner. Type the Documentum installation owner password. Type the repository name. Type the application server URL (for example, server host>:<default port> for an Apache Tomcat application server host). For Content Server 7.1, type 7.1 For Content Server 7.2, type 7.2 Type the Lockbox folder path. Type the D2 application name by which the D2.war file is deployed. For example, if D2 is deployed as D2.war, the value is D2; if D2 is deployed as D245.war, then the value is D245. By default, it is D2 Type y for shared environment and n for non-shared environment. 25

26 Installing Documentum Q&M 5. Check the log files for errors. Log files are in the working/logs directory where you unzipped the installation package (<Installation_Directory>/working/logs). The log files for LSQM are: LSQM_config.log LSQM_UrlUpdate.log If you have any issues with the automated D2-Config import, follow the Importing Documentum D2-Config Files, page 30 procedure. Manual Installation of the Solution This section provides the instructions for manually installing a Life Science solution for both Windows and UNIX or Linux. Manual Installation Overview You can install Documentum Q&M manually on either Windows or UNIX and Linux without using the installation scripts. The Chapter 3, Installing Multiple Solutions in a Single Repository provides instructions on how to install multiple solutions. The manual installation tasks include: 1. Adjusting the DAR install for a non-dmadmin user 2. Installing the DAR files 3. Installing the edrg reports (optional) 4. Populating roles 5. Deploying the JMS JAR files 6. Deploying the CDFD2Plugins and CDFBase JAR files 7. Deploying the d2ls and XMLViewer WAR files 8. Importing the Life Sciences configurations 9. Updating the version of the Life Sciences solution 10. Updating the D2 WebContext references for external widgets 11. Updating the edrg resources for edrg reports 12. Executing a post-installation procedure 13. Creating database indexes 26

27 Installing Documentum Q&M Installing the DAR files This section provides the steps for: 1. Adjusting the DAR install for a non-dmadmin user 2. Installing the DAR files 3. Installing the edrg reports (optional) 4. Populating roles Adjusting the DAR Install for No dmadmin User You need to have a dmadmin super user in the Documentum repository for the DAR installation. If you do not have a dmadmin super user, follow this procedure to update the nodmadmin.installparam.xml input file with the name of a super user in your repository. 1. Navigate to the temporary installation directory, that is, LSQM. 2. Edit the nodmadmin.installparam.xml file: <?xml version="1.0" encoding="utf-8"?> <installparam:inputfile xmi:version="4.1" xmlns:xmi= " xmlns:installparam="installparam"> <parameter key="dmadmin" value="<name of super user>"/> </installparam:inputfile> Update <name of super user> with the name of a super user present in the Documentum repository so that the DAR files can install correctly. Installing DAR files You need to have a dmadmin super user in the Documentum repository for the DAR installation. If you do not have a dmadmin super user, update the nodmadmin.installparam.xml input file with the name of a super user in your repository. Adjusting the DAR Install for No dmadmin User, page 27 provides instructions. 1. Navigate to the Composer directory and open the DAR Installer (for example, %Documentum%\composer\ComposerHeadless\dardeployer.exe (Windows) and $DOCUMENTUM/composer/ComposerHeadless/dardeployer.exe (UNIX/Linux)). 2. Install the following DAR files in order from the dars directory in the temporary installation directory (for example, C:\Temp\LSQM\dars (Windows) and /usr/dmadmin/temp/lsqm/dars (UNIX and Linux)): ControlledDocumentFoundation.dar LifeSciencesFoundation.dar LifeSciencesQM.dar 27

28 Installing Documentum Q&M Installing edrg Reports edrg is an optional third-party report engine integrated with the Life Sciences solutions. If you purchased a separate edrg license, you must follow these steps to configure edrg reports in your environment. The edrg Reports Generic DAR file includes the generic reports that are used by all the Life Sciences solutions. The edrg Reports QM DAR file includes the reports that are specific to that solution. 1. Navigate to the Composer directory and open the DAR Installer (for example, %Documentum%\composer\ComposerHeadless\dardeployer.exe (Windows) and $Documentum/composer/ComposerHeadless/dardeployer.exe (UNIX and Linux). 2. Install the following DAR files in order from the dars directory in the temporary installation directory (for example, C:\Temp\LSQM\dars (Windows) and /usr/dmadmin/temp/lsqm/dars (UNIX and Linux): edrg Reports Generic.dar edrg Reports QM.dar Installing Roles 1. Open a Command window and change the directory to the scripts directory in the temporary installation directory (for example, C:\Temp\LSQM\scripts (Windows) and /usr/dmadmin/temp/lsqm/scripts/scripts (UNIX and Linux). 2. Run the following commands as listed in the following table: Solution Commands to be Run on Windows Commands to be Run on UNIX and Linux LSQM populate_lsf_roles.bat <repository> <user> <password> populate_lsf_roles.sh <repository> <user> <password> populate_qm_roles.bat <repository> <user> <password> To configure edrg roles: populate_reporting_rolescdf.bat <repository> <user> <password> populate_reporting_roleslsf.bat <repository> <user> <password> populate_reporting_rolesqm.bat <repository> <user> <password> To configure arender roles: populate_lsf_arender_roles.bat <repository> <user> <password> populate_qm_roles.sh <repository> <user> <password> To configure edrg roles: populate_reporting_rolescdf.sh <repository> <user> <password> populate_reporting_roleslsf.sh <repository> <user> <password> populate_reporting_rolesqm.sh <repository> <user> <password> To configure arender roles: populate_lsf_arender_roles.sh <repository> <user> <password> 28

29 Installing Documentum Q&M Solution Commands to be Run on Windows Commands to be Run on UNIX and Linux populate_qm_arender_roles.bat <repository> <user> <password> Where <user> is the Documentum installation owner. populate_qm_arender_roles.sh <repository> <user> <password> Deploying the Server Methods JAR files 1. On the Java Method Server host, stop the Java Method Server. 2. Copy the following JAR files from the method_server_lib directory in the temporary installation files directory to the Java Method Server lib directory: <Installation_Directory>\method_server_lib\CDF-Methods.jar <Installation_Directory>\method_server_lib\CDFBase.jar Where <Installation_Directory> refers to the location where you unzipped the Life Sciences solution installation package. The location of the Java Method Server lib directory depends on the host operating system and version of Content Server. For Content Server 7.1 and above: %DOCUMENTUM%\jboss7.1.1\server\DctmServer_MethodServer\deployments \ServerApps.ear\lib (Windows) $DOCUMENTUM/shared/jboss7.1.1/server/DctmServer_MethodServer /deployments/serverapps.ear/lib (UNIX and Linux) 3. Clear the JMS cache and start the Java Method Server. Deploying the CDFD2Plugins and CDFBase JAR Files 1. On the application server, stop the application server and clear the cache. 2. Copy the CDFD2Plugins.jar file located in the <Installation_Directory> /CDFD2Plugins folder to the <App_Server>/webapps/D2/WEB-INF/lib folder in the application server. 3. Copy the CDFBase.jar file located in the <Installation_Directory>/method_server _lib folder to the <App_Server>/webapps/D2/WEB-INF/lib folder in the application server. 4. Start the application server. where <Installation_Directory> refers to the location where you unzipped the Life Sciences solution installation package. 29

30 Installing Documentum Q&M Deploying the d2ls and XMLViewer WAR Files Ensure that the XMLViewer and d2ls WAR files are deployed in same application server as where the D2 WAR file is deployed. 1. Stop the application server and clear the cache. 2. In the <Installation_Directory>/war folder, update the dfc.properties located in the /WEB-INF/classes folder in d2ls.war. 3. Deploy the d2ls.war file from the temporary installation directory to the application server. For example, on the Apache Tomcat application server, copy the d2ls.war file from C:\Temp\LSTMF\war to <App_Server>\webapps (Windows). For example, on the Apache Tomcat application server, copy the d2ls.war file from /usr/dmadmin/temp/lstmf/war to /usr/dmadmin/tomcat/webapps (UNIX and Linux). 4. Deploy the XMLViewer.war file from the temporary installation directory to the application server. For example, on Apache Tomcat application server, copy the XMLViewer.war file from C:\Temp\LSTMF\war to <App_Server>\webapps (Windows). For example, on Apache Tomcat application server, copy the XMLViewer.war file from /usr/dmadmin/temp/lstmf/war to /usr/dmadmin/tomcat/webapps (UNIX and Linux). 5. Start the application server. Importing Documentum D2-Config Files 1. Before importing Documentum D2-Config: Verify that the Java Method Server is running. If you have custom configurations, ensure that you export them and reset the configurations. Exporting and Resetting your Documentum D2 Configuration, page 10 provides additional details. 2. Open a browser and navigate to: host>:<port>/d2 Config 3. Log in to the repository. 4. Select File > Import configuration. 5. Import the applicable Export-Config.zip file from the temporary installation files directory, <Installation_Directory>/config_exports. The Export-Config.zip file is EMC Life Sciences Quality and Manufacturing Solution - Export-Config.zip. 6. Select import options: a. For first time installations, select the following check box: Full import without actual config reset 30

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