EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide P/N 300-005-756-A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748-9103 1-508-435-1000 www.emc.com
Copyright 2007 EMC Corporation. All rights reserved. Published October 2007 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.
Table of Contents Preface... 7 Chapter 1 Introduction... 9 Packaged components... 9 Important first steps... 10 Knowledge prerequisites... 10 Connectivity to Documentum Content Web Services... 10 Single sign-on... 10 Server requirements... 11 Client requirements... 11 Deployment diagram... 11 Chapter 2 Chapter 3 Con guring and Installing Documentum Content Web Services for SharePoint... 13 Upgrading from a previous version... 13 Verification... 13 Configure the dmcl.ini file... 14 Preconfiguring the Documentum Content Web Services for SharePoint... 14 Configure authentication and access control... 16 Installing the Documentum Content Web Services for SharePoint... 18 Configuring the Web site... 19 HTTP headers... 19 ASP.NET tab... 20 Allow.NET 2.0.50727 in Web Service Extension... 21 Verifying the installation... 23 Testing the installed Documentum Content Web Services... 23 Troubleshooting... 24 Installing and Con guring Documentum Content Services for SharePoint... 25 Upgrading from a previous version... 25 Verification... 25 Installation... 26 Localization and language packs... 26 Client-side DLL... 27 Place the client side DLL... 27 Verify client side DLL is available... 27 Configure the web.config file... 28 Configure DCTM.xml file... 34 Chapter 4 Con guring Single Sign-On... 37 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 3
Table of Contents Configuration overview for administrators... 37 Configuration overview for end users... 37 Windows SharePoint Services Single Sign-On... 38 Modifying configuration files for WSS SSO... 38 Configuring the web.config file... 38 Specifying SSO in a Web Part... 39 Enabling SSO login at the top level site... 39 Documentum Content Services- Web Part... 39 Microsoft Single Sign-On... 40 Configuring Microsoft SSO... 41 Microsoft SSO application definitions for Documentum Content Services... 41 Chapter 5 Verifying the Installation... 43 Testing the installation... 43 Chapter 6 Con guring Connectable Web Parts... 45 Configuring provider Web Parts... 45 Configuring consumer Web Parts... 45 Documentum Folders... 46 Documentum Search... 46 Chapter 7 Granting Full Trust to Client... 49.NET framework 1.1, 2.0, 3.0... 49 Windows Vista... 56 4 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Table of Contents List of Figures Figure 1. Documentum Content Services deployment... 12 Figure 2. dmcl.ini file... 14 Figure 3. Navigate to the Web site creation wizard... 15 Figure 4. Directory Security tab... 17 Figure 5. Enable anonymous access... 18 Figure 6. Configuring the Web site in the virtual directory field... 19 Figure 7. Configuring MIME types... 20 Figure 8. ASP.NET tab... 21 Figure 9. Allowing.NET 2.0.50727... 22 Figure 10. Start the Web site... 23 Figure 11. Content Services language pack msi files... 26 Figure 12. Example of web.config... 28 Figure 13. View Properties page with Region added to <defaultattrs>... 31 Figure 14. Upload page with region and country added to <defaultimportattrs>... 32 Figure 15. Upload page with acl_domain and acl_name removed from <hiddenimportattrs>... 33 Figure 16. Required attributes... 34 Figure 17. Single Sign-on Option drop down list... 39 Figure 18. Prompt to configure credentials... 40 Figure 19. Documentum credentials... 40 Figure 20. Edit Page option... 46 Figure 21..NET framework configuration tools... 50 Figure 22. Configure Code Access Security Policy link... 51 Figure 23. Make changes to this computer option... 52 Figure 24. Client side DLL location... 53 Figure 25. This one assembly option... 54 Figure 26. Full trust slider... 55 Figure 27. Verify settings... 56 Figure 28. Internet Security Settings... 56 Figure 29. Trusted sites... 57 Figure 30. Add URL... 58 Figure 31. Custom level button... 59 Figure 32. Enable Access data sources across domains... 60 Figure 33. Disable the protected mode... 61 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 5
Table of Contents List of Tables Table 1. SSO application definitions... 41 6 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Preface Documentum Content Services for SharePoint is a suite of Web Parts and item-level features compatible with Microsoft Office SharePoint Services 2007 (MOSS) that can connect to Documentum repositories, utilizing the functions and features of both. This document outlines the installation, upgrading and configuration process of Documentum Content Services for SharePoint and the supporting technology of Documentum Content Web Services for SharePoint and single sign-on option. Follow the instructions in this guide in order to reduce the risk of configuration related issues. Intended Audience This document is primarily meant for SharePoint and Documentum administrators with a solid familiarity of both environments. See the Knowledge prerequisites section later in this document for more information. Revision History The following changes have been made to this document. Revision Date October 2007 Description Initial publication EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 7
Preface 8 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Chapter 1 Introduction Documentum Content Services for SharePoint provides integration for Documentum to the Microsoft Office SharePoint Server (MOSS) 2007 interface. Users can view components of the Documentum document repository and seamlessly and securely organize and move documents, Workflows and tasks. In addition to installing and configuring the Documentum Content Services for SharePoint you must also install and configure the Documentum Content Web Services for Documentum, as well as configure the single sign-on option for users. Instructions for both of these tasks are included in this document. Packaged components The Documentum Content Services for SharePoint Web Parts will be installed on your system pending successful installation and configuration. There are seven Web Parts that are available to any end-user with access: Documentum Favorites Manage favorites in the site Documentum Files Stores documents created or locked by users Documentum Folders Browses the Documentum repository (connectable) Documentum Inbox Manages task(s) in a user s inbox Documentum Search Users can search a document repository (connectable) Documentum Subscriptions Manages a user s subscriptions in Documentum Documentum Workflows Manages Workflows initiated by or assigned to a user Users can modify sites and document libraries in SharePoint by adding or removing these Web Parts. Users act as administrators to Web Parts in their own site (or sites to which they have administrator permissions) and can further modify the Web Parts to suit their needs. Please see the Documentum Content Services for SharePoint User Guide for more information. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 9
Introduction The Documentum Content Services for SharePoint comes with two connectable Web Parts: Documentum Folders Documentum Search Connectable Web Parts act as consumer Web Parts retrieving and displaying information from connected and enabled provider Web Parts. Important rst steps Prior to installing Documentum Content Services for SharePoint the following knowledge, network, and system requirements must be met. Knowledge prerequisites This guide assumes that the reader has significant experience and knowledge in the configuration and administration of the following systems: Documentum Microsoft Office SharePoint Server (MOSS) 2007 Microsoft Windows Server 2003 (Service Pack 1) Connectivity to Documentum Content Web Services Documentum Content Services for SharePoint requires the installation of Documentum Content Web Services. You must verify that the machine on which you will install Documentum Content Services for SharePoint has network or physical connectivity to a machine running Documentum Content Web Services. For more information, see Installing Documentum Content Web Services later in this document. Single sign-on Documentum Content Services for SharePoint requires a single sign-on (SSO) mechanism in order to support seamless connectivity with the Documentum server. By utilizing SSO the user will not be required to provide Documentum credentials each time a Documentum operation is performed (for example, displaying data in a cabinet). Documentum Content Services for SharePoint supports both Microsoft Single Sign-On 10 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Introduction (Microsoft SSO) and Windows SharePoint Services Single Sign-On (WSS SSO). You must configure the appropriate SSO mechanism. For more information see Configuring SSO later in this document. Server requirements Refer to the Documentum Content Services for SharePoint Release Notes for information on supported environments. Client requirements Refer to the Documentum Content Services for SharePoint Release Notes for information on supported environments. Deployment diagram Figure 1 illustrates a typical deployment on a medium-sized farm. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 11
Introduction Figure 1. Documentum Content Services deployment 12 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Chapter 2 Con guring and Installing Documentum Content Web Services for SharePoint The Documentum Content Web Services for SharePoint is required for the functionality of Documentum Content Services for SharePoint. Install or upgrade the Documentum Content Web Services first before installing Documentum Content Services for SharePoint. Upgrading from a previous version In order to upgrade from the previous version of Documentum Content Web Services for SharePoint, you must first uninstall the previous version through Add or Remove Programs. Once the previous version has been uninstalled, proceed with the installation process outlined in section 2.2. Note: There is no need to delete and recreate the web site and user account created for running the web service. When installing the current version, select the same site and virtual directory when prompted by the installer. Veri cation If the uninstall was successful, you will not see the entry for Content Web Services in Add/Remove Programs. Additionally, all the files previously installed into the local path of the web site created for running the web service site should have been removed. However, the virtual directory (emc.dctm.webservice) will remain. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 13
Con guring and Installing Documentum Content Web Services for SharePoint Con gure the dmcl.ini le Start here to begin the installation process of the Documentum Content Web Services for SharePoint. In addition to the server requirements listed in the Documentum Content Services for SharePoint Release Notes, you must also configure the dmcl.ini file before installing and configuring the Documentum Content Web Services. Documentum uses the dmcl.ini file to make certain system level configurations. By default this file is located in the C:\Windows directory. See figure 2 for a sample dmcl.ini file. 1. Open the dmcl.ini file. 2. Insert the following parameters under the [DMAPI_CONFIGURATION] section of the file to enable connection pooling and set a limit on the number of sessions at 1000: connect_pooling_enabled = T max_session_count=1000 3. Save and close the dmcl.ini file. Figure 2. dmcl.ini le Precon guring the Documentum Content Web Services for SharePoint Before you install the Documentum Content Web Services for SharePoint, you must create a web site and a user account. 14 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring and Installing Documentum Content Web Services for SharePoint To create a web site in IIS 1. Go to Start> Control Panel> Administrative Tools> Internet Information Services (IIS) Manager. 2. Expand the local computer and navigate to Web Sites. 3. Right-click Web Sites and select New Web Site. This will run the Web site creation wizard. Figure 3 displays the process of creating a new web site. Figure 3. Navigate to the Web site creation wizard 4. Use the following values to complete the Web site. Section Description IP Address Path Allow Anonymous Access Value Add any description per your company s guidelines. For example, MOSSContentServices. All Unassigned. Create the path per your company s guidelines. For example, C:\Program Files\Documentum\WebserviceTCP Port. Yes. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 15
Con guring and Installing Documentum Content Web Services for SharePoint Permissions Read, run scripts. TCP Port Any free unique port. (Default: 80). Con gure authentication and access control After you have created the new web site, you must edit the authentication. To edit the authentication: 1. In the IIS Manager, right-click the newly created Web site and select Properties. 2. Click the Directory Security tab and click the Edit button in the Authentication and access control section. Figure 4 displays the Directory Security tab. Note: To configure the Web site for Secure Socket Layer (SSL) communications, you must have a valid certificate issued by a certification authority. You may edit or request a certificate through the Secure communications section in the Directory Security tab. The certificate must be installed on all front-end servers as well as MOSS. 16 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring and Installing Documentum Content Web Services for SharePoint Figure 4. Directory Security tab 3. Verify that the Enable anonymous access option is selected. Figure 5 shows the Enable anonymous access box selected. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 17
Con guring and Installing Documentum Content Web Services for SharePoint Figure 5. Enable anonymous access 4. Enter the user name and password. The user you enter should be a member of the administrators group for the local machine. 5. Click OK. 6. Install the Documentum Content Web Services for SharePoint. Installing the Documentum Content Web Services for SharePoint Follow the instructions for installing Documentum Content Web Services for SharePoint in the order presented. To begin installation: 1. Locate the.zip file containing the Documentum Content Web Services for SharePoint installation files and extract the files. Note: The name of the zip file begins with DCTM.ContentWebServices5.35.2212. 2. Run the file DCTM.ContentWebServices5.35.2212.msi. 3. Navigate through the installer. Note: It is recommended that you accept the default choices provided by the installer. 18 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring and Installing Documentum Content Web Services for SharePoint 4. The Web site you created in the previous step should be set in the Site drop down menu. 5. Ensure the Web Service emc.dctm.webservice is in the Virtual directory field. Figure 6 shows the Site and Virtual directory field completed. Figure 6. Con guring the Web site in the virtual directory eld 6. Restart the Web site by clicking Start> All Programs> Administrative Tools> Internet Information Services (IIS) Manager. 7. Right-click the Web site and select Start. When you have completed the installation of the Documentum Content Web Services for Documentum, you need to further configure the Web site. Con guring the Web site In the IIS Manager, expand the Web site, right-click the Temp folder and select Properties. HTTP headers You must add a MIME type to the HTTP Headers tab. See figure 7 for a sample of the windows displayed when adding MIME types: EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 19
Con guring and Installing Documentum Content Web Services for SharePoint 1. Select the HTTP Headers tab and click MIME Types. 2. Verify that the following entry is displayed in the Registered MIME types (file extensions) window:\.* application/octet-stream. 3. If this entry is not present, create it by clicking New and add an asterisk (*) to the extension field and add application/octet-stream to the MIME type field. Figure 7. Con guring MIME types ASP.NET tab To ensure that you have the appropriate version of.net: 1. Click the ASP.NET tab. Figure 8 shows the ASP.NET tab. 2. Make sure you have.net 2.0.50727 running. 3. Perform an IIS reset. 20 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring and Installing Documentum Content Web Services for SharePoint Figure 8. ASP.NET tab Allow.NET 2.0.50727 in Web Service Extension.NET 2.0.50727 must be allowed in the Web Service Extension section of the IIS Manger. To enable this setting: 1. Select the Web Service Extensions directory at the bottom of the navigation pane in IIS Manager. 2. If.NET 2.0 50727 is not listed as Allowed, click the Allow button to the left. See figure 9 for a sample of the screen allowing.net 2.0.50727. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 21
Con guring and Installing Documentum Content Web Services for SharePoint Figure 9. Allowing.NET 2.0.50727 3. To complete the configuration of the Web site, right-click the Web site and select Start. A sample of how to start the Web site is shown in figure 10. 22 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring and Installing Documentum Content Web Services for SharePoint Figure 10. Start the Web site You must allow.net 2.0.50727 in the Web Service Extension section of the IIS Manager. Verifying the installation If you have successfully installed the current version of Content Web Services, you will see new files installed into the virtual directory of the Web site created for running the Web service. Testing the installed Documentum Content Web Services To test the installed Content Web Services, perform the following test on the machine on which Documentum Content Web Services for SharePoint was installed: 1. On the local machine go to: http://server_name:port/emc.dctm.webservice/ SPSContentServices.asmx EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 23
Con guring and Installing Documentum Content Web Services for SharePoint 2. Click method GetDocBases. 3. Click Invoke. A new window will open that contains a list of available Documentum repositories. This indicates that Documentum Content Web Services for Documentum was successfully installed. If you are using SSL communications, verify that Documentum Content Web Services has been installed and configured correctly, then depending on which browser you are using: Internet Explorer 7 manually copy the certificate to the server and install it. Internet Explorer 6 from the front-end server, go to the Web service address and when presented with the certificate, select to allow option. The certificate needs to be installed on all front-end servers as well as MOSS. Troubleshooting If the test was unsuccessful and failed to return a list of available Documentum repositories, troubleshoot using the following steps: 1. Verify that IIS is running.net 2.0.50727. 2. Verify that you are running the test on the physical machine on which you installed Documentum Content Web Services for Documentum. 3. Verify that the dmcl.ini file includes the proper settings as mentioned in the introduction of this guide. 4. Verify that the proper version of DFC (with the PIA installed in the GAC) and the.net Framework are installed. 5. Stop and restart IIS. 24 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint Chapter 3 Follow the instructions for installing Documentum Content Services for SharePoint for SharePoint in the order presented in this guide. Documentum Content Web Services must be installed and upgraded before continuing. Upgrading from a previous version When upgrading to a current version, first uninstall the old version in Add/Remove Programs. All previously deployed Web Parts will be updated by the publisher policy when upgrading. Once the uninstall is complete and verified, continue by installing the new version of Documentum Content Services for SharePoint. Note: It is recommended that you back up the old version of the web.config file when upgrading. However, because of new configuration keys, the old version of the web.config file will not work with the new version. The backed up the web.config file can only be used as a reference for editing the new file. Veri cation To ensure that the previous version of Documentum Content Services for SharePoint has been successfully uninstalled, check that the entry will be gone from the Add or Remove Programs list. Additionally, all files with the DCTM.* prefix will be removed from GAC (C:\Windows\Assembly). Once you have verified that the previous version has been uninstalled, you may proceed with installing the current version. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 25
Installing and Con guring Documentum Content Services for SharePoint Installation To begin the installation of Documentum Content Services for SharePoint: 1. Locate the.zip file containing the Documentum Content Services for SharePoint installation files and extract the files. 2. Run the DCTMContentServices5.35.2212.msi file. 3. Navigate through the Documentum Content Services for SharePoint setup wizard. It is recommended that you accept the default choices provided by the installation wizard. Note: Once the installation is completed, the installer will force an IIS reset of the system. Localization and language packs In addition to the base English installation, Documentum Content Services for SharePoint offer supplemental language packs for supported languages. If you are installing Documentum Content Services for SharePoint for a language other than English you will need to install the language pack as well. Installing a language pack requires you to run an additional msi file after the base installation has been completed. The msi file is located in the same directory location, but will have the two letter language code appended to the file name. Figure 11 shows the various language packs that can be installed. Figure 11. Content Services language pack msi les Note: The base English must be installed for any translated versions to work. 26 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint Client-side DLL The client-side DLL (DCTM_WebParts_ClientSide.dll) that comes with the installation of Documentum Content Services for SharePoint is required to enable seamless editing of files from SharePoint to Documentum. To fully enable the seamless edit feature, you need to place the client-side DLL into the MOSS root directory and configure the access permissions for each client. Note: For instructions on client access permissions, see Granting full trust to client later in this document. Place the client side DLL Administrators can allow permissions in SharePoint group policy to exclude the client-side DLL instead of using the procedure below. 1. Create a virtual directory in the root of port 80. Note: Refer to the Content Services for SharePoint Release Notes for most up-to-date information. 2. Map the new virtual directory to the location where you want to keep the client side DLL for distribution 3. Open properties panel for the virtual directory and select the Virtual Directory tab. 4. Ensure the execute permissions configuration is set to Script only. 5. Open HTTP Headers tab and click the MIME Type button. 6. Click New to configure the MIME type for a DLL extension: Extension: dll MIME Type: application/octet-stream 7. Perform an IIS reset. Verify client side DLL is available 1. Enter the following URL into your browser: http://servername/virtualdirectory/dctm_webparts_clientside.dll 2. The DLL will be downloaded. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 27
Installing and Con guring Documentum Content Services for SharePoint Con gure the web.con g le The web.config file houses specific Web application-level settings for your installation of Documentum Content Services for SharePoint. Figure 12 shows a sample web.config file. Custom required attributes should not be added here, but should be set through the Documentum Application Builder. Note: Always use Notepad when configuring the web.config file. Using other editing applications like Wordpad may leave extra formatting that will cause errors. 1. Go to C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\template\layouts\1033\dctm\webpartpages 2. Open the Documentum Content Services for SharePoint web.config file for editing. By default the web.config file is set to read-only. Reset the permissions associated with the file to allow modification. It is recommended that you backup the original copy of this file before making any changes. Figure 12. Example of web.con g 3. Locate the <appsettings> node and configure the following settings: a. <add key="plugindllclassid" value="http://sharepoint_server/virtual_ DIRECORY/DCTM_WebParts_ClientSide.dll#Vorsite.DCTM.WebParts. ClientSide.UploadDownloadHelper" /> This setting configures the URL for the client-side DLL Enter the server name for the location of the client-side DLL by editing the key plugindllclassid, where SHAREPOINT_SERVER is the name of the SharePoint Server on 28 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint which Documentum Content Services for SharePoint is installed and VIRTUAL_DIRECTORY is the virtual directory created to distribute the client side DLL. There is no default value for this setting. You must set it to correspond to your particular installation. b. <dctmph vws="content_web_service:port/vroot"> This setting enables the Web Parts Result URL Locate the <dctmph> node and set the CONTENT_WEB_SERVICE:PORT/[VROOT] for your Web Service to enable the use of the Web Part Result URL for seamless retrieval of content from search results. c. <dctmph singlesignonschema="0"> Set single sign-on method If you enable the Web Parts Result URL, specify the SSO method by editing the <singlesignonschema> setting. The default value is 0, Microsoft SSO. For WSS SSO, set the value to 1. For more information on configuring single sign-on, see the Configuring single sign-on chapter later in this document. 4. <add key="dctmwebservice" value="content_web_service:port[/vroot]"/> This settings adds the location of Documentum Content Web Services. When this is added, the Web Service field in the Tool Pane is prepopulated with this value, so users do not have to add it themselves. 5. Configure additional settings within the web.config file if the default values do not meet your requirements: a. <add key="deletelocalfileaftercheckin" value="true" /> This setting will delete the local file copy when the user clicks the Cancel Checkout or Check in option. The local copy of the document can either be deleted or left on the client machine. The default value true deletes the local copy, and false maintains the local copy. b. <add key="checkoutdir" value="path" /> This setting configures the local directory path for document download. Upon Checkout or Edit events, a copy of the document is sent to the client machine. The default location or storing this copy of the documents is C:\FilesCheckedOutViaWebParts. To change the directory, enter the appropriate path of the local directory. c. <add key="myworkflowcolumns" value="wf_state"/> This setting determines the columns to display in Workflows. The options are: start_date, task_name, name, date_sent, wf_state, wf_supervisor, wf_creator. The attributes in <myworkflowcolumns> are mapped to following definitions: Start Date = start_date Task Name = task_name EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 29
Installing and Con guring Documentum Content Services for SharePoint Current User = name Received = date_sent State = wf_state Supervisior = wf_supervisor Creator = wf_creator d. <add key="editmodeswitchon" value="true"/> This sets the Tool Pane configuration. With this set to true, users have the ability to configure Documentum Content Services Web Parts in the Tool Pane from a SharePoint site. You can change the <editmodeswitchon> node to false to disable this feature. Note: If <editmodeswitchon> is set to false, Web Parts dropped to sites are added as read-only Web Parts. e. <add key="maxsearchlimit" value ="100"/> This setting limits the searched items to the specified value. f. <add key="attrsdisplaylength" value="32"/> This setting increases the display length for the attribute Name. Change the value of the <attrsdisplaylength> if you have long filenames in your repository and need to ensure the entire filename is displayed. 32 characters is the default minimum and any value under 32 will have no effect on the display length. 6. Set the viewable columns for Workflows in Documentum Inbox. The columns can be configured for each different step of the Workflow by adding or removing the allowable attributes. a. <add key="inboxcolumns" value= /> For Inbox View: modify <inboxcolumns>, allowed values: task_name, sent_by, task_state, date_sent, priority, due_date b. <add key="startwfcolumns" value=""/> For initiate a Workflow template screen: modify <startwfcolumns>, allowed values: r_version_label, owner_name, r_definition_state, r_lock_owner c. <add key="buildpackagescolumns" value=""/> For attaching an object to the package screen: modify <buildpackagescolumns>, allowed values: r_modify_date, r_modifier, r_lock_owner 7. <add key="versionscolumns" value=""/> To configure the View All Versions page: modify the element <versionscolumns>. Allowed values: title, r_content_size, a_content_type, r_modify_date, r_lock_owner 8. <add key="disablesameversioncheckin" value="false"/> This setting disables Same Version Check in. Locate the key <disablesameversioncheckin> and change value to "true". 30 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint 9. <add key="headermaxlength" value="100"/> This setting configures the maximum header length. This attribute limits the characters that will appear in the navigation header while in a cabinet or folder. In cabinets and folders where the path name is very long, the Web Part expands the screen, and never re-sizes back to a manageable size. Locate and modify the string <headermaxlength>. The whole path will show up as a tooltip. 10. Set the metadata attributes users see in the Upload and View/Edit Properties screen. a. <add key="defaultattrs" /> Set the <defaultattrs> key to configure the default metadata fields for the View and Edit Properties pages when The Show All Attributes option is cleared. Figure 13 displays the View Properties page with the custom property Region and the Show All Attributes option cleared. Figure 13. View Properties page with Region added to <defaultattrs> The default values are: object_name, title, subject, authors, keywords, r_object_type, r_content_size. Custom attributes are supported for this key. b. <add key="defaultimportattrs" /> EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 31
Installing and Con guring Documentum Content Services for SharePoint Set the <defaultimportattrs> to configure the default metadata for upload page. The default attributes included are: object_name, title, subject, authors, keywords. This node supports custom attributes. For instance, if "region" and "country" attributes which are custom attributes for the custom object type, "mydocument", are added to <defaultimportattrs>, the upload page will be displayed like figure 14 when "mydocument" is selected from the drop down menu. Figure 14. Upload page with region and country added to <defaultimportattrs> c. <add key="hiddenimportattrs" /> Set the <hiddenimportattrs> to configure the hidden metadata for upload page. The only accepted values are: owner_name, owner_permit, group_name, group_permit, acl_domain, acl_name. For instance, if you want to include the ACL Domain and Name in the upload page, remove the acl_domain, acl_name attributes. Figure 15 displays the upload page configured as such. 32 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint Figure 15. Upload page with acl_domain and acl_name removed from <hiddenimportattrs> Note: To see the above changes, the Enable Full Metadata Entry option in the Tool Pane must be selected. d. <add key="requiredattrs" /> Set the <requiredattrs> to set additional required attributes in upload and edit properties page. The default value included is object_name Note: You can edit the web.config file to add required fields to the Upload document screen and the Edit Properties screens. The purpose is to allow the administrator to define required fields per the business process. This is only applicable to the attributes of dm_document and not custom object types. If custom attributes are to be listed as required, then they must be configured as required in Documentum Application Builder (DAB). For example, if you add object_name and title to the <requiredattrs> node, the upload page will display these fields as required. Figure 16 shows the new required fields in the Upload Document screen. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 33
Installing and Con guring Documentum Content Services for SharePoint Figure 16. Required attributes 11. <add key="alertclientsideloaderrors" value="true /> If desired, turn off the error message from the client side DLL. If the seamless edit feature is turned on but because of security issues, certain users are not able to use Seamless Edit, they will see an error whenever they try to check in or checkout an object even though they don t use the edit in application option. Change the key <alertclientsideloaderror> to false so the error message will not be thrown. Con gure DCTM.xml le The DCTM.xml file sets the content metadata columns available for configuration in the Tool Pane for all content browser screens (except screens in Documentum Inbox and the View All Versions screen). The content metadata columns can be added, deleted or modified by configuring the DCTM.xml file located in C:\Program Files\Common Files\Microsoft Shared\web server extensions\wpresources\dctm.webparts\version_number. Modify the attributes attr in the element <configattrs>: Note: The version_number and language paths are dependent upon your installation and language pack. 34 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Installing and Con guring Documentum Content Services for SharePoint To add attributes, change the display name or change the order of the metadata columns available for selection in the Tool Pane, modify the attributes <attr> in the element <configattrs>: <configattrs> <!-- *** Attributes to display in configurable columns list in tool-pane*** --> <attr> <name>title</name> <dispname>title</dispname> </attr> <attr> <name>r_lock_owner</name> <dispname>checked Out To</dispname> </attr> <attr> <name>r_modify_date</name> <dispname>modified</dispname> </attr> <attr> <name>r_modifier</name> <dispname>modified By</dispname> </attr> <attr> <name>a_content_type</name> <dispname>content Type</dispname> </attr> </configattrs> Note: Custom attributes created using Documentum Application Builder are not supported and should not be added. Changes made to the DCTM.xml file will only affect the English language installation of Documentum Content Services. If you need to change any translated versions of Documentum Content Services, you must change the DCTM.xml files within the specific language. The DCTM.xml file for a specific language can be found in: C:\Program Files\Common Files\Microsoft Shared\web server extensions\wpresources\dctm.webparts\version_number\language. The version_number and language directories will vary depending on your installation and requirements. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 35
Installing and Con guring Documentum Content Services for SharePoint 36 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring Single Sign-On Chapter 4 Seamless integration between Documentum and SharePoint requires you to configure the single sign-on option (SSO). Documentum Content Services for SharePoint support both Microsoft SSO and Windows SharePoint Services SSO. Through SSO, user credentials are stored in a secure database and applied when a user logs in to request information from Documentum. WSS SSO is the default SSO and is recommended for Documentum Content Services for SharePoint. However, Microsoft SSO is automatically installed as part of the Documentum Content Services for SharePoint installation package. Additionally, Documentum Content Services for SharePoint supports custom SSO options. Deciding on which SSO you want to use is dependent on your environment and requirements. This section is meant to be supplementary to any documentation provided by Microsoft and Documentum regarding the configuration of SSO for MOSS. Con guration overview for administrators For WSS SSO, administrators must reconfigure the web.config files that are packaged with each product in order to complete a successful set up. See the Windows SharePoint Single Sign-On section. When using Microsoft SSO, administrators will need to configure the MOSS server farm. See the Microsoft Single Sign-On section later in this document. Con guration overview for end users The configuration of the SSO method must be communicated to end users. End-users will select the SSO method in the Tool Pane when first configuring a Web Part from the Documentum Content Services for SharePoint suite of Web Parts. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 37
Con guring Single Sign-On Also, end users must know their Documentum credentials (username, password, Documentum domain) as they will be prompted for this information when first accessing a Web Part from the Documentum Content Services for SharePoint suite of Web Parts. Once entered, Documentum credentials are stored in the SSO database and the user will not be prompted to enter their credentials again. If user credentials change in Documentum (for example, the username or password changes), the user will be prompted to update their stored credentials. Windows SharePoint Services Single Sign-On By default, the WSS SSO is installed as part of the installation package for Documentum Content Services for SharePoint and is the recommended SSO option. You will need to configure the Documentum Content Services for SharePoint Web Parts accordingly. Administrator configuration to the system for WSS SSO is done by modifying the web.config files for Documentum Content Services for SharePoint and you will need to enable WSS SSO on the top-level web application. End-users need to configure the Documentum Content Services for SharePoint by accessing the Tool Pane and modifying the SSO settings. Modifying con guration les for WSS SSO You will need to make appropriate changes to the configuration files for Documentum Content Services for SharePoint in order to specify WSS SSO. Con guring the web.con g le The location for the Documentum Content Services for SharePoint web.config configuration file is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\template\layouts\1033\dctm\webpartpages The <sssomanagers> node within this file is set to a default setting that specifies both SSO options are available in the Single Sign-on Option drop-down list of the Tool Pane in Documentum Content Services for SharePoint. <ssomanagers> <ssomanager id="0" title="wss Single Sign-on" class="wsscredentialmanager" assembly="dctm.wsscredentialmanager,version=3.0.1506.0300, publickeytoken=e4ec877ed211dbd8,culture=neutral" /> <!-- Id="0" is reserved for this item --> <ssomanager id="1" title="ms Single Sign-on" class="ssocredentialmanager" 38 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring Single Sign-On assembly="dctm.ssocredentialmanager,version=3.0.1506.0300, publickeytoken=e4ec877ed211dbd8,culture=neutral" linkurl="/_layouts/1033/ssologon.aspx"/> <!-- Id="1" is reserved for this item --> < /ssomanagers> Note: This <ssomanagers> node is an example. Your assembly number may differ. Specifying SSO in a Web Part During the configuration of Documentum Content Services for SharePoint you will need to select the WSS single sign-on option from the Single Sign-on Option drop-down list in the Tool pane. See figure 17 for an example of the Single Sign-on Option drop down list. Figure 17. Single Sign-on Option drop down list Enabling SSO login at the top level site The following steps must be performed by a user once for each document library. 1. Logon to the top-level site. 2. Open a page containing an enabled Documentum Content Services for SharePoint Web Part (for example, Documentum Favorites). Documentum Content Services- Web Part To configure Documentum credentials: 1. An error message will be displayed when you first access the page with an enabled Web Part. 2. Refresh the page and a message will be displayed to configure credentials for single sign-on appears. The prompt to configure Documentum credentials link is displayed as in figure 18. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 39
Con guring Single Sign-On Figure 18. Prompt to con gure credentials Note: If you do not see the single sign-on message as above, but instead see the original error creating the storage list message after refreshing your browser, log off and log back on as an administrator and repeat this step. 3. By clicking the link you will be prompted to enter your Documentum credentials, including username, password, and domain name. See figure 19 for a sample of the fields required. Figure 19. Documentum credentials 4. Enter the Documentum credentials and click OK. You will be returned to the Web Part page. Microsoft Single Sign-On The NT identity of the end-user is used as a key for the Microsoft SSO database, allowing for the seamless and automatic retrieval of the username and password needed for access to Documentum. To configure the Microsoft SSO service in your MOSS server farm, see the instructions on enabling Microsoft SSO for MOSS can be found on the Microsoft TechNet site. 40 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring Single Sign-On Con guring Microsoft SSO Once you have enabled Microsoft SSO to MOSS, the next step is to configure the encryption key settings. To configure the encryption key settings: 1. Click Start> All Programs> Microsoft Office Server> SharePoint 3.0 Central Administration. 2. Click Manage settings for single sign-on. 3. Click Manage encryption key. 4. Create an encryption key. 5. Select the check box re-encrypt all credentials by using the new encryption key. 6. Click OK. 7. Perform an iisreset. Microsoft SSO application de nitions for Documentum Content Services You will need to create SSO application definitions for each Documentum repository that Documentum Content Services will display using the following settings: Note: Replace the variable DOCBASENAME with the actual Documentum repository name. This value is case sensitive. Table 1. SSO application de nitions Setting Display name Application name Contact e-mail address: Account Type: Field 1 Field 2 Value Documentum repository DOCBASENAME VorsiteSSOApp_DOCBASENAME (Your e-mail address) Individual Display Name: Documentum User Name (Mask: No) Display Name: Documentum Password (Mask: Yes) EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 41
Con guring Single Sign-On Setting Field 3 Fields 4-5 Value Display Name: Documentum Domain Name (Mask: No) (Unused) 42 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Chapter 5 Verifying the Installation In order to verify that the installation of the current version was successful, check the following: Check the version number in Add/Remove Programs. The version number should read 5.35.2212. Go to GAC (C:\Windows\Assembly) and check the DCTM.*.dll version number which should reflect the newer build number. Go to any SharePoint site (set up previously using the old version) containing a Content Services Web Part. You should be able to access the Content Server without having to reconfigure anything. If still in doubt, check to see if you have a "Send To" option in the item-level drop down menu from a file in a Web Part. This is a new feature for 5.3 SP5. Testing the installation You may wish to test the newly installed version of Documentum Content Services for SharePoint after the initial installation and configuration are complete. The easiest way to do this is to attempt to add different Documentum Content Services for SharePoint Web Parts to a site within SharePoint. Keep in mind that when adding Web Parts to a site you are taking on the role of an end-user and what you see and the problems or conveniences that you face will also be apparent to the end-user. Some information that you will need before adding Web Parts to a site: Single sign-on credentials for Documentum (username, password, domain) SSO type Web service server and port number Documentum repository For more information, see the Documentum Content Services for SharePoint User Guide. Specifically, you will need to: Examine the Tool pane to validate settings from the installation. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 43
Verifying the Installation Examine the data returned in each of the configured Documentum Content Services for SharePoint Web Parts. 44 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Chapter 6 Con guring Connectable Web Parts The Documentum Folders and Documentum Search Web Parts are connectable consumer Web Parts. These consumer Web Parts require no additional set up or configuration when adding them to a site from the Web Parts Gallery. However, any provider Web Part will require additional steps in order for it to function properly. If no information is passed to the consumer Web Part from the provider, the default connection to Documentum is displayed. Con guring provider Web Parts Provider Web Parts can be any Web Part configured to provide information to other Web Parts. The MOSS Form Web Part is recommended to provide data to consumer Web Parts. Con guring consumer Web Parts Connectable consumer Web Parts need to be configured to accept information from the provider Web Part. To configure connectable consumer web parts: 1. Add the consumer Web Part from the Web Part Gallery. 2. Click the Site Actions menu and select Edit Page. See figure 20 for a sample of the Edit Page option. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 45
Con guring Connectable Web Parts Figure 20. Edit Page option 3. Click the Edit drop-down menu in the provider Web Part and select Connections> Connect to. 4. Select the appropriate consumer Web Part. 5. Click OK. Documentum Folders When configuring the connection between the provider and the consumer Documentum Folders Web Part, the target path of the consumer will be overwritten by the path retrieved from the provider. For example, the consumer Web Part Documentum Folders is initially configured to display the cabinet \documentum1. It is then connected to a provider Web Part that sends the path \documentum1\folder1, the initial path of \documentum1 will be overwritten and Documentum Folders will only display \documentum1\folder1 and subfolders by default. To view the \documentum1 level, you must remove the connection from the provider Web Part Documentum Search Documentum Search works differently than the Documentum Folders Web Part. You will still be able to perform search in Documentum Search independently from the provider Web Part even when connected. For customers who wish to specify search for either dm_folder# or document#, they can pass an extra parameter in the search field: dm_folder# -- searches for folders document# -- searches for documents 46 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Con guring Connectable Web Parts Document search is the default search and will return document results without adding document# to the search criteria. Note: The pound symbol (#) is the delimiter. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 47
Con guring Connectable Web Parts 48 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Chapter 7 Granting Full Trust to Client You must grant the client-side assembly full trust to a user s computer in order to launch an editor application after downloading a file. Full trust is necessary because the editing application and Code Access Security (CAS) might not allow access for the assembly. For more information on Code Access Security refer to Microsoft documentation. You may have.net framework version 1.1, 2.0 or 3.0 installed on your computer. If you have multiple versions, you must perform these steps for each version. Additionally, if you are running the Windows Vista operating system, you will have further configuration steps to perform..net framework 1.1, 2.0, 3.0 1. First you must configure the Code Access Security policy for the client computer. Click Start> All Programs> Administrative Tools>.NET Framework Configuration. The.NET framework configuration will have the version number in the Administrative Tools directory as well. For example,.net framework 2.0 configuration. See figure 21 for sample.net Framework Configuration tools. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 49
Granting Full Trust to Client Figure 21..NET framework con guration tools Note: It is possible that you will have to download the.net 2.0 Framework SDK from Microsoft to view the.net framework 2.0 configuration option. See the Microsoft documentation. 2. Click Configure Code Access Security Policy. Figure 22 shows the Configure Code Access Security Policy link. 50 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 22. Con gure Code Access Security Policy link 3. Click Increase Assembly Trust. 4. Select Make changes to this computer. Click Next. See figure 22 for the Make changes to this computer option. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 51
Granting Full Trust to Client Figure 23. Make changes to this computer option 5. Enter or browse to the location of the client side DLL. Click Next. Figure 24 displays the Client side DLL location. 52 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 24. Client side DLL location 6. Select This one assembly. Click Next. See figure 25 for a sample of the This one assembly option. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 53
Granting Full Trust to Client Figure 25. This one assembly option 7. Move the slider to Full Trust. Click Next. Figure 26 shows the Full Trust slider. 54 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 26. Full trust slider 8. Verify that the settings are correct. Click Finish. A sample of the settings appear in figure 27. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 55
Granting Full Trust to Client Figure 27. Verify settings Windows Vista If you are running the Windows Vista operating system, you must complete the following steps in addition to the settings above. Complete steps 1-7 if your SharePoint installation is running on a secure site. Otherwise complete steps 8-10. 1. You must configure the Internet security options on the client computer. Double-click the Internet Security settings on the bottom of your browser page. See figure 28 for a sample of the Internet Security settings location. Figure 28. Internet Security Settings 2. Click the Trusted sites icon in the Internet Security dialog that is displayed and click the Sites button. The Trusted sites icon is shown in figure 29. 56 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 29. Trusted sites 3. Type your SharePoint site address in the field and click Add. Your SharePoint site must have a secure connection, and the URL you add must have an https:// address. Figure 30 displays a sample Add URL screen. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 57
Granting Full Trust to Client Figure 30. Add URL 4. Close the Trusted sites dialog. 5. Click the Custom level button. Figure 31 shows a sample Custom level button. 58 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 31. Custom level button 6. Scroll down to the Miscellaneous section and select enable in the Access data sources across domains section. Figure 32 displays a sample Enable access data sources across domains option. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 59
Granting Full Trust to Client Figure 32. Enable Access data sources across domains 7. Click OK. If SharePoint is not running on a secure site complete the following steps. This procedure will display the gold security warning saying protected mode is off every time the SharePoint site is accessed. 8. Double-click the Internet Security settings on the bottom of your browser page. 9. Click the Local Intranet icon in the Internet Security dialog that is displayed and disable the Protected mode. See figure 33 for a sample of how to disable the protected mode. 60 EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide
Granting Full Trust to Client Figure 33. Disable the protected mode 10. Click OK. EMC Documentum Content Services for SharePoint Version 5.3 SP5 Installation and Administration Guide 61