EMC Documentum Process Engine Version 6.5 Installation Guide P/N 300 007 522 A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748 9103 1 508 435 1000 www.emc.com
Copyright 2004 2008 EMC Corporation. All rights reserved. Published July 2008 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... 5 Chapter 1 About Documentum Process Engine... 7 Chapter 2 Installing Documentum Process Engine... 9 Where to install Process Engine... 9 Starting the connection broker and all repositories... 9 Preparing non Windows platforms for Process Engine installation... 10 Installing Process Engine... 10 Adding Process Engine to a new repository... 12 EMC Documentum Process Engine Version 6.5 Installation Guide 3
Table of Contents 4 EMC Documentum Process Engine Version 6.5 Installation Guide
Preface Purpose of this guide This book contains instructions for installing Documentum Process Engine that consists of the system components involved in running automated business processes. While Content Server includes basic workflow functionality, the Process Engine enables the additional automation features necessary to implement production ready mission critical business processes, such as work queue processing, XML data handling, activity timer/deadline management, and audit trail data aggregation for reporting. Intended audience This book is intended for administrators who are installing Process Engine on all repositories running on the Content Server. The installation process requires installing the Content Server, and ensuring that the DocBroker and all repositories for which the Process Engine must be installed, are up and running. To ensure this, the user must have EMC Documentum superuser or administrator privileges. Revision history This section contains a description of this document s revision history. Revision Date July 2008 Description Initial Publication Support information EMC Documentum s technical support services and policies are available at the EMC Powerlink website (http://powerlink.emc.com). To download the Customer Guide to EMC Software Support Services from Powerlink, select Support > Request Support > Software Customer Guide and Offerings. Note: You must register online at Powerlink before using it. EMC Documentum Process Engine Version 6.5 Installation Guide 5
Preface Related documentation This manual forms part of a documentation suite designed to support those who install Process Engine. In addition to this manual, the documentation set for Process Engine includes: Documentum Process Engine Installation Guide, version 6.5 (P/N 300 007 522) (this document) Documentum Content Server Installation Guide, version 6.5 (P/N 300 007 195) Documentum Content Server Release Notes, version 6.5 (P/N 300 007 194) Documentum Process Engine Release Notes, version 6.5 (P/N 300 007 523) You can go to the Documentation area of the EMC Powerlink website (http://powerlink.emc.com) to download product documentation. To locate product documentation, select Support > Technical Documentation and Advisories > Software ~ D ~ Documentation > Documentum <First letter of your product>. Select your product and click the software version number in the Left pane of the page that is displayed. 6 EMC Documentum Process Engine Version 6.5 Installation Guide
Chapter 1 About Documentum Process Engine This chapter covers some essential topics that you must understand before beginning the Process Engine installation. The Documentum Process Engine is part of the Business Process Suite. The Process Engine installer installs the BPM and Forms DARs (Documentum archive files) on all repositories running on the Content Server. Process Engine installation as described in this document refers to the installation of the Process Engine on the Content Server and the deployment of the bpm.ear file on the JBoss application server (Java Method Server). In earlier releases of Documentum, the Content Server shipped with the bpm.ear file and the Content Server installation files, and the software that comprises the Process Engine was installed as part of the Content Server installation. In addition, users had to install the BPM and Forms DocApps separately, before installing the Process Builder. However, in release 6.5, the Documentum Process Engine is installed separately on the server where the Content Server is hosted. The BPM and Forms DARs are installed as part of the Process Engine installation. Process Engine 6.5 is installed on Content Server 6.5. If your Content Server is earlier than 6.5, you must upgrade it to version 6.5. You must then upgrade the repositories on the Content Server with Process Engine 6.5. Prior to installing the Process Engine, ensure that the connection broker and all repositories for which the Process Engine must be installed are up and running. For instructions about starting the connection broker and all repositories, see Starting the connection broker and all repositories. When you run the Process Engine installer on the Content Server machine, the installer performs the following tasks: Updates the DFC Runtime Environment installed for the Content Server with the DFC Runtime Environment of the Process Engine. Deploys bpm.ear on the JBoss Java Method Server. EMC Documentum Process Engine Version 6.5 Installation Guide 7
About Documentum Process Engine Installs BPM and Forms DARs on all repositories running on the Content Server. 8 EMC Documentum Process Engine Version 6.5 Installation Guide
Chapter 2 Installing Documentum Process Engine This chapter provides instructions for installing the Process Engine on the Content Server, using the Process Engine installer. In Documentum 6.5, the Process Engine installation is no longer a part of the Content Server installation. Follow the installation steps discussed in this chapter to install the Process Engine installation on the Content Server. Where to install Process Engine You must install the Process Engine on the server where the Content Server is hosted. However, you must ensure that you have installed Content Server 6.5 or upgraded an earlier version of Content Server to version 6.5. Note: Refer to the Content Server Release Notes for the supported versions of the JVM and JBoss application servers. These can change from one minor release to the next. Starting the connection broker and all repositories You must ensure that the connection broker and all repositories for which the Process Engine must be installed are up and running, before installing the Process Engine. To start the connection broker and repositories: 1. Select Start > Programs > Documentum Server Manager. The Documentum Server Manager dialog box is displayed. 2. Click the DocBroker tab, select the connection broker, and click Start. 3. Click the Docbase tab, select a repository, and click Start. EMC Documentum Process Engine Version 6.5 Installation Guide 9
Installing Documentum Process Engine 4. Click OK. Preparing non Windows platforms for Process Engine installation Before installing Process Engine 6.5 on UNIX and Linux platforms, ensure that you source the script dm_set_server_env.csh or script dm_set_server_env.sh (depending on the shell in which you run), in the Content Server installation owner s environment. This sets the environment variables required by the installer. The script is located in $DM_HOME/bin. To source the script in the C shell, for example, type: source./dm_set_server_env.csh. Alternatively, you can manually set up all the environment variables as listed in the Content Server Installation Guide. Installing Process Engine This section includes steps to install the Documentum Process Engine on the Windows operating system. To install the Process Engine: 1. Download the Process Engine software. You should have received instructions through email regarding how to download products from the EMC Documentum download site. The following URL takes you to the download site. Download Site: http://powerlink.emc.com 2. Uncompress one of the following files depending on the operating system on which you work: Process_Engine_aix.tar, Process_Engine_hpux.tar, Process_Engine_hpuxIA64.tar, Process_Engine_linux.tar, Process_Engine_sol.tar, or Process_Engine_win.zip into a local folder. A new folder is created and the installer files are stored in that directory. For example, the Process_Engine_win folder is created on the Windows platform. 3. Browse to the new directory. For example, open the Process_Engine_win folder. 4. Depending on the operating system on which you work, run one of the following Process Engine installation programs: peaixsuitesetup.bin, pehpuxsuitesetup.bin, pehpuxia64suitesetup.bin, pelinuxsuitesetup.bin, pesolsuitesetup.bin, or pewinsuitesetup.exe. 10 EMC Documentum Process Engine Version 6.5 Installation Guide
Installing Documentum Process Engine The Welcome page of the Process Engine Installation wizard is displayed, listing the Process Engine and the DFC Runtime Environment Documentum products and components that will be installed and refreshed. 5. Read the Welcome page, and click Next. The EMC Documentum software license agreement is displayed. 6. Read the license agreement. 7. To continue with installation, click I accept the terms of the license agreement and click Next. The Documentum DFC Runtime Environment page is displayed with the Developer Documentation option. The Next button is disabled until you accept the license agreement terms. 8. Select the Developer Documentation check box to install the DFC Developer Documentation. 9. Click Next. The Pre Install Check page is displayed with a list of repositories that the Process Engine installer will update. Note: Ensure that you have started all repositories on which the Process Engine must be installed. If a repository is not started, it is not updated for Process Engine. You can add the Documentum Process Engine functionality to the repository later, by upgrading it using the Content Server configuration program. For instructions, see Adding Process Engine to a new repository. If you fail to start the repositories and run the Process Engine installation program, the installation process will fail when the installer attempts to uncompress and install the Process Builder and Forms DAR files. 10. Click Next. The next page lists the products and support components that the Process Engine installer will install. Note: The Process Engine installer installs the Process Engine on all repositories that are served by the Content Server. This deploys the bpm.ear file on Java Method Server and installs the BPM and Forms DARs on each repository. The Process Engine installer uncompresses the contents of the bpm.ear file into the %DM_HOME%\jboss4.2.0\server\DctmServer_MethodServer\deploy\bpm.ear\ folder on the Windows platform, and creates the following folder structure: META INF folder APP INF folder bpm.war folder containing the web application files In addition, the Process Engine installer creates the pe folder in the following path: Program Files\Documentum\pe\. On all non Windows platforms, the contents of the bpm.ear file are uncompressed into the $DOCUMENTUM_SHARED/jboss4.2.0/server/DctmServer_MethodServer/ EMC Documentum Process Engine Version 6.5 Installation Guide 11
Installing Documentum Process Engine deploy folder, and the same folder structure that is created on the Windows platform, is created on these platforms. In addition, the pe folder is created in the following path: $DOCUMENTUM_SHARED/pe. 11. Click Next. The installation program starts the installation of the Process Engine. When the installation is complete, the next page appears indicating completion of the Documentum Process Engine installation. The Process Engine is installed on all repositories that are served by the Content Server. 12. Click Finish to close the Process Engine Installation wizard. 13. Restart the Content Sever. If the installation program fails, view the installation error details in the setuperror.log file that is available in the Process Engine installation folder. Adding Process Engine to a new repository If a new repository is configured on the Content Server after installing Process Engine, the repository configuration program automatically installs the BPM and Forms DARs. The Process Engine need not be installed for this new repository. 12 EMC Documentum Process Engine Version 6.5 Installation Guide
Index A adding Process Engine to a new repository, 12 C content server machine installing process engine, 9 I installing process engine, 10 Process Engine, 9 process engine on non windows platforms, 10 P adding Process Engine, 12 process engine installing, 10 installing on content server machine, 9 Process Engine installation, 9 process engine installation, 7 S starting connection broker on all repositories, 9 N new repository EMC Documentum Process Engine Version 6.5 Installation Guide 13