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OpenText Content Server - Installation Guide - Manualzz

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OPENTEXT OpenText Content Server Installation Guide ‘This guide is intended for Content Server administrators, It provides instructions for installing and configuring new installations of Content Server. LLESCOR100012.1GD-EN-1 OpenText Content Server Installation Guide LLESCOR100012-IGD-EN. Rev. 2013-Aug-31 ‘This documentation has been created for software version 10,00 plus Service Pack 2 Update 12 [tis leo valid toe subsequent softace versions as long #8 no nexe dosuatent version is shipped with the product ois published at https knowledge cpentext com, Open Tex SA, 40 Avene Monterey, Luxembourg, Luxembourg 12163 Tels 352264566 1 Open Text Coxporation, 275 Frank Tempa Drive, Waterloo, Ontario, Canada, NZL OAT Tote +1-519-986-7111 ‘Tol Free Canada/USA: 1-800-499-6544 Internation: +900-4996-5440 Fax 1-519-886-0577 Emaik supportGopentext.com, FIP: tp/itp.opentextcom For more information ist htpy/aews opentent.com Copyright © 2013 by Open Text Corporation OpenTantie trademark o sgistered trademark af Open Text SA andor Open Test ULC The list of trademarks ie ot ceshaustve of other trademarks, registred trademarks, product names, compary names, brands and service names ‘mentioned harein ace property of Open Test SA a other respective owners. Disclainer No Warranties and Linutation of Liability Every effort has been made to ensure the accuracy ofthe features and techniques presented inthis publication, Hovvever, (Open Text Corporation and its alates accept no responsibility and offer no warranty schether expressed or umplied, forthe sexuracy ofthis publication Table of Contents 64 65 66 67 74 Introduction v ‘About this document v Contact information wi Installing Content Server Installing Content Server Upgrading Content Server and Installing Updates 10 Designing Your Content Server System About Content Server Understanding OpenText Content Server Architecture 7 Architecture Configuration Options 18 Best Practices for System Design 23 Preparing to Install Content Server .. svennnne 27 Installation Worksheets 27 Configuring the Access Tier 30 Installing a Database Server 31 Creating an Operating System User 34 Setting Up Client Web Browsers 35 Installing Content Server on Windows Installing Content Server Installing Content Server on UNIX and Linux .. Installing Content Server Configuring Content Server Deploying and Configuring LLServiet ar Mapping Content Server URL Prefixes in a Web Server 60 Configuring Microsoft IIS Request Filtering for Use with Content Server 64 Installing Optional Content Server Modules: Stage 1 66 Performing a Secondary Installation 68 Setting Up and Starting the Content Server Services 70 Configuring General Settings 4 Creating the Content Server Database Creating an Oracle Database LLESCOR 100012-IGD-EN-1 ‘OpenText Content Server i Table of Contents 72 at a2 a3 a4 85 94 92 93 a4 10 10.4 102 “1 14 12 IDX Creating a Microsoft SQL Server Database 81 Completing the Installation and Setup of Content Server ... 85 Installing Optional Content Server Modules: Stage 2 85 Registering a Secondary Admin Server 87 Creating the Enterprise Index ee Creating the Help Indexes 92 Additional Tasks to Perform Before Users Connect 94 Installing and Uninstalling Modules 105 Installing Modules 105 Installing Fiter Packs 108 Uninstalling Modules 108 Updating the Help Index to Reflect Changes in Installed Modules... 117 Uninstalling Content Server 113, Uninstalling Content Server on Windows 113 Uninstalling Content Server on UNIX/Linux 114 Appendix A - Understanding Cascading Stylesheets ....... 115 Locating the Stylesheets 118 Modifying Common Elements 118 Index 119 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 Preface Introduction i About this document ‘This guide provides instructions for designing and installing a Content Server system, Target readership ‘This guide is written for Content Server administrators: the person or people responsible for deploying, administering, and maintaining Content Server. (Organizations differ widely in how they organize administrative responsibility for a Content Server system. For example, administration of the Content Server database ina large organization is often handled by a database specialist, who may or may snot be familiar with Content Server. This guide assumes that you possess the following knowledge and skills: An understanding of Content Server's purpose within your organization and how it will be used. + Familiasity with each server operating system and any legacy products or systems that will be integrated with Content Server + Web server administeation skills. + Familiarity with Java application servers and servlets, + Database administration sills (or a database administrator to assist you). Documentation conventions User interface ‘This format is used for elements in the graphical user interface (GUD), stich as, buttons, names of icons, menu items, and fields. Filenanes, conmands, and sample data ‘This format is used for file names, paths, URLs, and commands at the command prompt It is also used for example data, text to be entered in text boxes, and other literals, BB Note: ir you copy command line examples from a PDF, be aware that PDF can contain hiclden characters. OpenText recomunends that you copy from the HTML version of the document, fit is available. KEY NAMES Key names appear in ALL CAPS, for examele: Pues CTRL+V, LLESCOR 100012-IGD-EN-1 ‘OpenText Content Server v Introduction ‘Angled brackets <> are used to denote a variable or placeholder. The user replaces the brackets and the descriptive content with the appropsiate value. For example, becomes serv0t Internal cross-references Click the cross-reference to go directly to the reference target in the current document. External cross-references Extemal cross-references are usually text references to other documents. However, if a document is available in HTML format, for example, in the Knowledge Center, external references may be active links to a specific section in the referenced document, ‘Warnings, notes, and tips Caution A Cautions help you avoid irreversible problems, Read this information carefully and follow all instructions, Important Important notes help you avoid major problems. BB Note: Notes provide additional information about a task. Q Tip: Tips offer you quicker or easiex ways of performing a task, Contact information (OpenText Online (hitp://online opentext.com/) is a single point of access for the product information provided by OpenText, You can access the following support sources through OpenText Online: + Communities + Knowledge Center OpenText Online Communities (https: /communities.opentext.com/communities/ ¢sall/oper/Open TextOnlineCommunity) provide the following resources: + Usage tips, help files, and best practices for customers andl partners * Information on product releases. + User groups and forums whore yor can ask questions to OpenText experts. The OpenText Knowledge Center (htips//knowledge opentext.com) is OpenText’s corpozate extranet and primary site for technical support. The Knowledge Center is the official source for the following: ‘OpenText Content Server LLESCOR100012-IGD-EN-1 Introduction + Product downloads, patches, and documentation including Release Notes. + Discussion forums, Online Communities, and the Knowledge Base. + OpenText Developer Network (OTDN), which includes developer documentation and programming samples for OpenText products. If you need additional assistance, you can find OpenText Corporate Support ‘Contacts at hitp:/support.opentext.comv. LLESCOR 100012-I6D-EN-1 Installation Guide vl Chapter 1 Installing Content Server (OpeniText Content Server is the leading collaboration and enterprise content ‘management (ECM) system for global organizations. It provides a single, comprehensive solution for managing information and makes collaboration a part of, every business process, even across organizational and geographic barriers. Content Server brings together employees across your organization, as well as partners and customers throughout your business community Content Server is immediately deployable, out of the box. Is standards-based, open architecture allows Content Server to integrate seamlessly with multiple platforms, information repositories, third-party applications, and legacy systems. Its modular design provides your organization with the highest levels of scalability, extensibility, accessibility, and security. And, because itis entirely web-based, end users need only a web browser to use it This chapter covers the following topics: + “Installing Content Server" on page 9 + “Upgrading Content Server and Installing Updates” on page 10 1.1 Installing Content Server “This guide explains how to install and configure Content Server in chronalogical order from the perspective of a person who is installing Content Server for the first ime. In general terms, installing Content Server involves the following steps: 1. Choosing the operating system, relational database management system and ‘web server (or web application server) that you wish to use in your Content Server environment, and planning the architecture or your Content Server system. For information on this stage of the installation, see “Designing Your Content Server System” on page 11 2. Preparing the Content Server environment, Installing a web server or web application server. Installing a database. Creating operating system users, For information on this stage of the installation, see “Preparing to Install Content Server” on page 27. 3. Running the Content Server installation program. For information on this stage of the installation, see “Installing Content Server on Windows” on page 39 or “Installing Content Server on UNIX andl Linux” on page 43. 4. Configuring Content Server to work with a web server os web application serves, periorming the initial installation of optional Content Server modules, and (optionally) installing additional Admin servers. For information on this stage of the installation, see “Configuring Content Server" on page 47. LLESCOR 100012-IGD-EN-1 ‘OpenText Content Server 3 Chapter 1. Instaling Content Server 1.2 5. Creating a Content Server database, For information on this stage of the installation, see “Cseating the Content Server Database” on page 77. 6. Configuring the Content Server search environment. For information on this stage of the installation, see “Completing the Installation and Setup of Content Server“ on page 85. Completing the installation of Content Server optional modules. For information con this stage of the installation, see “Installing and Uninstalling Moduiles’ con page 105. Information on uninstalling Content Sezver appears in “Uninstalling Content Server" on page 113, Upgrading Content Server and Installing Updates ‘The information about upgrading Content Server and installing Content Server Updates is covered in a separate document. If you aze upgrading Content Server from a previous version, see OpenText Content Server - Upgrade Guide (LLESCOR- IUP). 10 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 Chapter 2 Designing Your Content Server System Content Server can be deployed in a variety of configurations, ranging from simple so extremely complex. Therefore, your first step in deploying Content Server is 10 carefully plan the design of your system, so that it meets the needs of your users in ‘the best possible way. “The information in this chapter is intended to help you make impostant deci about how to deploy your Content Server system before you begin to build it However, because every Content Server deployment is unique and the potential ‘variability is wide, the architectuce and configuration issues addressed in this guide are discussed in very general terms. Your specific circumstances may require much moze specific approaches. Contact OpenText Global Services at htip:/ ‘www.cpantext.com/sezvices/ for help with specific system-design issues. This chapter covers the following topics: + “About Content Server” on page IL “Understanding OpenText Content Server Architecture” on page 17 + “Achitecture Configuration Options” on page 18 “Best Practices for System Design” on page 23 2.1 About Content Server Content Server is a service that sits between a database and a web server. It manages data through the database server and relies on the web server to exchange information with its users, A servlet container is necessary for delivering Java-based foatures in Content Server. Figure 1-1 presents a simple diagram showing all three services installed on a single computer. LLESCOR 100012-I6D-EN-1 ‘OpenText Content Server 7 Chapter2 Designing Your Content Server System 2.4.1 Soret Canine} Content Server Database service server Wb Server : = rn | Figure 2-1: Basic Content Server System Users interact with Content Server through the web server when using the standard browser interface, or they may communicate dizectly with the Content Server using a desktop application, such as OpenText Explorer, Note: A single-computer architecture as chown hore is typical of Content Server systems that aze used for demonstrations, testing, training, or development. This architecture is not recommencled for 2 produiction Content Server system. For more architecture options, see “Understanding OpenText Content Server Architecture” on page 17 ‘ed Third-Party Applications Note: The version numbers of thisd party softwaze that OpenText supports can change for any new version of Content Server. For moze detailed information about certified and supported prodicts and product combinations Gacluding specific software versions and releases), see the Release Notes that accompany this documentation. The most recent version of the Content Server Release Notes is maintained on the Knowledge Center (htips// Knowledge opentext.com/} Req A complete Content Server system includes the following components: A server operating system. Content Server supports the following operating systems: + Microsoft® Windows® (64-bit) + Sun SPARC Solasis™ (64-bit) + Red Hat® Enterprise Limx® + A relational database management system (RDBMS) serves as the Content Server data repository. Content Server supports the following databases: 2 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.1. About Content Server + Oracle Server® + Microsoft SQL Server BB Note: If your database resides on a separate computer (recommended ‘by OpenText), then RDBMS client software is required on the computer that runs Content Server. + Aweb server for exchanging data between Content Server and its clients, Content Server supports the following web servers: + Microsoft Internet Information Services (on Windows) *+ Sun Web Server (on Oracle Solaris) + Apache HTTP Server (on Red Hat) + Oracle® sPlanet Web Server (on Oracle Solaris) ‘An application server that hanclles client requests for Java-based Content Server functions, Content Server supports the following application servers: + Apache"™ Tomcat Server + IBM® WebSphere® BB Note: For moze information about servlets and application secvers, see the section called “The Content Server Java Framework” on page 15. + Web browsers on client workstations, Content Server supports the following web browsers: + Apple Safari™ + Microsoft® Internet Explorer® + Fizofox™; However, because Firefox does not support ActiveX, you will encounter limitations in using Firofox with Contont Server. + Google Chrome + Anexternal file system or other data storage system (optional, but recommended). For example, the OpenText Content Server - Archive Storage Provider. See the Open Text Content Server — Archive Storage Provider Installation, Upgrade and Configuration Guide on the Knowledge Center (https:// knowledge opentext.com/). ‘This guide includes instruction for configuring third-party components to work with Content Server. However, you should always refer to the documentation for those products for complete setup and configuration information, LLESCOR 100012-I6D-EN-1 Installation Guide rey Chapter2 Designing Your Content Server System 2.1.2 Content Server Components Content Server is designed to be multi-tiered, standards-based, anc modular to achieve maximum flexibility, scalability, and performance. This section describes some of the important standards and modules used by Content Server. + the section called “Language Support and UTF-8 Character Encoding” on page 14 + the section called “XML Support in Content Server” on page 14 + the section called “The Content Server Java Framework” on page 15 the section called “Document Conversion Service (DCS)” on page 16 + the section called “Content Server Services and Modules” on page 16 Language Support and UTF-8 Character Encoding Content Server employ’ the UTF-8 Unicode" encoding standard. Unicode is an international standard designed to allow text and symbols from all of the writing sceipts of the world to be consistently represented and manipulated by computers, Unicode supports many languages equally well, regardless of the character set they In addition to US. English (the default), the Content Server GUTis available in: French + Gorman Japanese Previous Westen. European releases of Content Server (formerly Livelink ECM Server) were available in Latin-1 and UTE-8 versions. Previous Japanese versions \were available in Shitt JIS (Content Server 9.2 and earlier) and UTF-S (Content Server 9.5.x and 9.7%). Content Server is now UTE-S only, regardless of language. XML Support in Content Server Content Server native XML support enables the system to exchange document content, metaclata, and other information with third-party systems that also support XML. Because XML is an open standard, this allows Content Server to easily operate with external applications that also understand XML, without requiring either party to understand the specific API of the other system, Content Server incorporates XML in the following important areas: + An XML parser and XSLT engine are part of the Content Server care. Several of the features in Content Server are built on this powerful XML foundation, + XML Import and Export functions are available for all Content Server object types (including custom types) using a standard Content Server Document Type 4 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.1. About Content Server Definition (DTD). This allows data to be exported and imported as XML, including category and attribute information, version information, document contents, and XSL/XSLT processing, For moze information, see the Open Text Content Server - XML Import and Export Guide (LLESCOR-PGD). + Content Server indexes regions in XML documents automatically. To allow users to search XML regions, you must add an XML DTD file and set the rolatod ‘Content Server search regions to queryable. When you add an XML DID file to Content Server, Content Server analyzes the elements and attributes that the XML DTD defines, and extracts XML regions based on those elements or attributes + An XML Interchange Step is available in Content Server Workflows. This step allows the data in a work package to be exported as XML to an external system ‘using a URL. In addition, the XML Interchange Step can be configured to wait for a response (in the form of XML data) from the external system. This functionality makes it possible for processes that are external to Content Server to be integzated into Content Sezver Workilows. Any external data source that can be represented in XML can be indexed by the ‘Content Server Index engine using an XML Activator that is included as a standard component of the data flow architecture. This enables you to configure the indexing process for data maintained outside of Content Server without having to customize Content Server. The Content Server Java Framework Content Server can handle web client transactions on any supported web server ‘using CGI and, on Microsoft Internet Information Services, using ISAPI and ASP.NET. It can also zespond to user requests using a servlet, A sarvlet is a Java object that processes requests and generates dynamic content and esponses, providing an environment for Java code to run in cooperation with a web server. Java servlets offer some advantages aver CGI, including security and the wide acceptance and use of standard Java APIs. Servlets aze sun and managed by a process called a servlet container. An application server is a set of additional features and capabilities packaged with a servlet containes. To integrate Java functionality into OScript-based Content Server, Content Server has a Java framework that duplicates the Content Server framework. The Java framework in Content Server is made up of Java packages and classes that run within a JVM inside the Liserver process. A request dispatcher is used to analyze incoming requests and route them to the appropriate framework, Content Server's Java functionality is delivered as an expancled web application, ‘which means that itis extracted from a Web Archive (WAR) file into a folder. Deploying Content Server as an expanded web application allows Content Server to bbe more easily patched, because it allows OperiText to replace selected elements instead of having to replace the entizo WAR filo. It also makos it less likely that a LLESCOR 100012-I6D-EN-1 Installation Guide 18 Chapter2 Designing Your Content Server System patch will overwrite any customizations you may have made to your Content Server system. Note: If you intend to-use the IBM WebSphere application server, the application must be packaged as a WAR tile. Itis subsequently extracted by WebSphere. See “Deploying LLServiet on IBM WebSphere” on page 56 To use Content Server features written in Java, you must add an application server to your Content Server system configuration. See “Configuring the Access Tier” on page 30 Document Conversion Service (DCS) A Content Server Document Conversion Service (DCS) uses document filters to convert items from their native file formats (for example, Microsoft Word, Microsoft Excel, or Adobe PDF) to HTML for viewing in Content Server. Document ‘Conversion Services are controlled by Admin servers. View as Web Page and hit highlighting of search results are processes that aze both clients of a Document ‘Conversion Service. To enable View as Web Page and hit highlighting, you must configuze at least one DCS on an Admin sezver. For information about contigusing a DCS, see “Enabling a Document Conversion Service (DCS)" on page 98, Content Server Services and Modules Content Server has two services: + The Content Server service (LIserver | .ex¢}) controls or directs all Content Server functionality and serves all pages of the Content Server interface through the web server. + The Content Server Admin service (adnserv{ .¢xe]) handles the processes that are associated with indexing and searching the Content Server database and the memcached processes associated with Faceted Browsing, Content Server features are diviced into core modules that deliver the product's basic functionality (such as document management) and optional modules, which add such capabilities as electronic forms management or email integration, BB Note: Optional modules, which are sold separately, are developed by ‘OpenText, third parties, or even your own organization. You create Content Server modules without modifying the objects that are contained in any other Content Server module, This modularity lets you add custom functionality to Content Server without modilying OpenText's source code. ‘The Knowledge Center (hitps://inowledge.opentext.comy/) contains more information about optional modules and other OpenText products. 16 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.2, Understanaing OpenText Content Server Architecture 2.2 Understanding OpenText Content Server Architecture Content Server uses a thzee-tiezed azchitectuse that comprises an Access Tier, an Application Tier, and a Data Ties, 2.2.1 Access Tier ‘The Access Tier provides a single point of access to content, legacy applications, and structured information, Itis an extensible environment that supports many standard web browsers, allowing anyone with authorization to access your Content Server intranet or extranet. In addition, Content Server's open architecture allows external applications to interact with Content Server cervices using Content Web Services, Content Server can handle web client transactions using CGI, a Java servlet, or ISAPI (Internet Server API, an API for Microsoft Inteznet Information Services web server), ‘The Secure Sockets Layer (SSL) protocol can be used to ensure that only authorized ‘personael can access information. Desktop applications can also interact with Content Sexver. For example, OpenText Enterprise Connect is an optional module that enables you to access Content Server using Windows Explozes. Note: To daliver Java-based Content Server features, you must add an application server to your Content Server system configuration. See the section called “The Content Server Java Framework” on page 15. 2.2.2. Application Tier The Application Tier provides a high level of performance because of ts multithreaded and highly scalable architecture. This tar s made up of Content Server's services, including document and knowledge management, project team collaboration, information retrieval and search, enterprise group scheduling, and business process automation. Programmers can access and customize these services using Content Web Services. Customers and partners can use the OpenText Content Server SDK to add new features and capabilities to Content Server. Optional, modules can be added or removed through Content Server's administration facilities. Content Server is developed in a proprictary coding language called OScript and ‘uses proprietary APIs written in C-+, Content Web Services APIs expose all of Content Server's functions and can be deployed on IIS using ASP.NET (WCE) or on 2 Java application server. OpenText Content Server Builder and Content Server SDK products provide a complete development environment for Content Server. LLESCOR 100012-I6D-EN-1 Installation Guide 7 Chapter2 Designing Your Content Server System 2.2.3 2.3 Data ‘The Data Tier consists of the Content Server database, the external file system, the Enterprise index (a searchable index of all the data that is stored in Content Server), plus any additional search indexes. It supports the most popular relational databases and file-storage systems. The system is open-architected, allowing you to maximize current and future technology investments, Content Server seamlessly supports most desktop applications and file formats. It also brings together cozporate data from ERP applications, such as SAP, Lotus Notes™ repositories, and other enterprise business systems, Architecture Configuration Options Because itis designed to offer maximum flexibility, a production Content Server system presents you with a broad range of options when designing your system. For test and development systems, all components of a three-tier architecture may reside oma single server, as shown in Figure 2-2. This single-server architecture (which is sometimes referred to as a monolithic architecture) may be suitable for small pilot programs, but is not commonly recommended for even small production deployments. ee in Content Server Database t air Figure 2-2: Monolithic Content Server Architecture Web Server 8 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.3, architecture Configuration Options 2.3.1 Multihost Architectures In most cases, a production Content Server system is rolled out in phases, ‘encompassing more users and more workload with each successive phase. Content Server is designed to be a highly scalable solution: you can extend its capacity and. its capabilities in cost-effective increments, with minimal impact on the existing system or disruption of sezvice. Scaling Content Server to met increased demand is simply a matter of adding resources, Itis never necessary to start from scratch or rebuild the Content Server system, Content Server is scalable both vertically and horizontally. Vertical scaling refers to the use of more than one instance of Content Server ona single computer. Itis achieved using more powerful servers or by adding more processors and memory. + Horizontal scaling rofers to the addition of computers running Content Server. tis, achieved by distributing processes among more servers. As the number of users increase, the Data Tier begins to require more resources to provide adequate performance. The standard scaling path in this case is to move ‘Content Server components, such as the database server, to a dedicated computer. The database, external file store, and search indexes can each be moved to a dedicated server, possibly located on a storage area network or SAN. (A SAN is a dedicated subnetwork that connects storage devices and servers in a pool, proviciing consolidated storage and storage management, SANs have become a common component of enterprise storage systems.) Note: If you install the Content Server database on a separate computer, you must install the necessary RDBMS client software (transaction handlers) on the Content Server computer. See the documentation supplied by your database software vendor, As the system grows further, the Admin server begins to require more resources. ‘The next step of the scaling path is to move che Admin server and its managed. processes to a dedicated computer ‘This architecture employs a dedicated Admin server to run the Entezprise search infrastructuze on a separate computer. In particular, this architecture improves seazch pesformance by runaing the Content Server processes that handle search and ‘update requests on a separate computer, This also gives the Content Server moze esource to handle the operations for which it is responsible, such as user log-ins, ‘page serves, filo uploads and downloads, and so on. For optimum performance and scalability, OpenText recommends that you design your Content Server system with multiple Admin servers runaing on dedicated computers, with each handling particular indexing and seasching processes. As with the Entezpsise index, you can place other indexes (such as the Dizectozy Walker and. the Index Engine) on one or more additional computers. In such configurations, the computer on which the Content Sezver service suns is knowa as the Content Serzer LLESCOR 100012-I6D-EN-1 Installation Guide 18 Chapter2 Designing Your Content Server System host , the first Admin server is known as the primary Admin host), and the computers on which additional Admin servers sun are called secondary Admin hest. See OpentText Content Server Admin Online Help - Search Administration (LLESWBS-H- AGD). Ii you decide to follow this recommendation, you must install and register an ‘Admin server on each additional computer. To accomplish this, you install Content Server on a computer as normal, but enable only the Admin server to run on that computer. See “Registering a Secondary Admin Server” on page 87. For more information about the tasks involved in installing and setting up an additional computer, see the following, + "Pesforming a Secondary Installation” on page 68 + "Getting Up and Starting the Content Server Services” on page 70 + “Registering a Secondacy Admin Serves” on page 87 Note: You can run multiple Admin servers, but there can be only one instance of Content Server running at a time unless you configure a server chaster to serve as the Content Server computer. See the section called “Content Server Cluster Architecture "on page 20. From this point, further scaling is accomplished by adding multiple Content Server instances and using a network load balancer. Content Server Cluster Architecture In order to provide a highly available service to a large number of users, you can, deploy Content Server in a configuration that employs a combination of network Joad balancing and operating system cluster services, Multiple Content Server front. fend servers are deployed with a load balancer to provide high availability end-user An operating system cluster provides high availability database services, and is typically also used to cluster indexing and search functions handled by the Content Server Admin server. While Content Server does not support operating system clustering, it can be used for database servers to provide high availability. OpenText Content Server Remote Cache Content Server is deployed as a centralized repository, with all users accessing & single Content Server system that is, all Content Server users log onto and use a common Content Server. When a location is physically separated from your Content Server installation and has a low-bandwidth connection, the best way to improve performance may be to use a proxy server to maintain a document cache at the ‘emote site. Content Server Remote Cache is a document-caching solution that caches local copies of documents that are managed by Content Server. ote: Content Server Resnote Cache isan optional mode thai old BN oP’ separtely. For more information, contact your Oper Tet sales consultant 20 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.3, architecture Configuration Options OpenText Content Server Secure Extranet Architecture (SEA) A common and useful approach to network security is to isolate each tier into a dedicated security zone, separated by firewalls. For instance, the Access Tier can be isolated in what is colloquially known as a DMZ (demilitarized zone). In most cases, the Application Tier and the Data Tier are alco isolated into dedicated zones. To enable ozganizations to contiguze a Content Sorver client and the Content Server service on different computers, possibly across a firewall, OpenText provides tho Content Server Secuze Extranet Architecture (SEA). The chief component of the SEA is the OpenText Content Server Serviet. The servlet, also known as LLServlet, is a JREE servlet component that enables the successful implementation of the secuse ‘extranet architecture using the cacognized security capabilities provided by the J2EE standard. In this architecture, a Contont Server proxy client sends document files to the Content Server by tunneling through port 2099, The Content Server Servlet can be deployed using any application server that implements and conforms to the Java Servlet Specification. For a complete list of the application servers that have been offidally tested by OpenText, consult the Cortfent Server Release Notes 2.3.2 Internal and External Document Storage Content Server can tse either intemal (database) or external (file system) document storage for files that users upload. + With internal storage, Content Server stores both an item (such as a text file) and. its metadata (such as the file's croation date) in a database + With extemal storage, only the metadata is stored in the database; the actual file is stored on an external file system. External document stozage normally provides faster read performance than internal document storage. Most implementations (and virtually every production implementation) of Content Server should use external document storage, but internal storage can be appropriate for a test or development implementation of Content Server, containing a small number of documents that are not frequently accessed. Note: When using external storage, Content Server assigns files a numeric file name. For example, if a user adds a file called ExpenseReport.x1s, its name in the external storage folder may become 2934858.dat. Content Server uses a numbering algorithm so that it can keep track of multiple versions of the same file “The fastest external storage option is to store document content on a separate disk located o the same computer as Content Server and the web serves, liyou place the ‘external store oa the Content Server computer, writing and retrieving documents may be slightly faster because there is no network delay. The improvement may be moze significant if the Content Server computer is located on a network that is LLESCOR 100012-I6D-EN-1 Installation Guide 21 Chapter2 Designing Your Content Server System typically very busy. In such an environment, you should consider placing the components of the Content Server system on their owa, isolated subnet. Implications for Backup and Recovery Strategy Using internal document storage can simplify your backup and recovery strategy becatise you can use the tools of your database manager to back up the Content Server database. Each database server supported by Content Server has sophisticated database backup and recovery tools that enable you to generate backups without taking the databace offline. ‘With external storage, your backup and recovery strategy may be more complex, because of the necessity of synchronizing your database and file store backups. One option is to take the Content Server database and external document store offline when you create backups. This has the benefit of creating a static data set and a backup that is synchronized with the metadata in the Content Server database. However, taking the Content Server database offline may not be a viable option for global organizations that must operate 24 hours a day. In this case, more complex ‘backup and recovery strategies may be necessary. For example, if you back up the external document store while it is online, you then need to synchronize the backup of the database with that of the external file store, Since the database can be backed up incrementally, you should make sure that the external file store is also backed up as frequently as the database, Otherwise, when restoring the data, the database may include documents for which no external file exists. Setting Up an External Document Store Before you perform the steps to select the external document storage option and specify the physical path of the external document store, note the following points: + You must create the folder that you want to use as the external document store ‘before you create the Content Server database. Content Server does not create the folder if it does not exist. + Tithe external document storage folder is not on the Content Server computer, you must map or mount the folder on the Content Server computer. For UNIX ‘and Linux, ace an NFS mount, For Windows, map a drive to the external document storage foldez [B Note: Tho external folder that you map to must be specitied in the External Document Storage field. See “Configuring Content Server” on page 47. + Aremote external document store on Windows aust be owned by the user who suns the Content Server, To achieve this, you need to create a user with the same name, password, and privileges on both the Content Server computer and the remote computer where the external document stoze is located. Content Server and Admin server need to sun as this uses, and the document store folder on the additional computer must be owned by this user. A good practice is to set up a domain user account for this purpose. For moze information about the privileges that the Windows user must have, see “Creating a Windows User” on page 3 2 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.4, Best Practices for System Design ‘ou create and map or mount the extemal document store folder on an additional computer, test whether you can access and waite to it by connecting to it fom the Content Server computer as the opezating system user that you created to sun Content Server. If you encounter permission or ownership problems when pesforming this test, cozrect the problems befoze you create the Content Server databace. 2.4 Best Practices for System Design ‘The following sections outline some of the basic issues to consider when designing your system. To determine the architecture and configuration options that best suit your needs, ‘you must consider a number of factors: ‘The number of named users that will use Content Server The antidpated transaction rate + The amount of data that needs to be stozed in the Content Server database The presence of legacy systems or applications that need to integrate with Content Server + The Content Server hardwvase environment, including: + The state of the existing network architecture + The CPU speed and memory capacity of the various servers + System storage capacity, speed, andl configuration Security best practices Tip: OpenText Professional Services can help you with specific system-design 2.4.1 Deployment Recommendations To deploy Content Server optimally, you must consider a number of factors, including performance, security, and file storage and backup strategies. LLESCOR 100012-I6D-EN-1 Installation Guide 23 Chapter2 Designing Your Content Server System Performance Recommendations Different Content Server system architectures support different transaction rates, Which are expressed as trancactions per second (IPS). In general, a capacity of one sransaction per second is sufficient to support 500 named users and 50 active users at a rate of ome transaction per user per second The following list contains some of the most basic and widely applicable tips that will help achieve this level of performance: + The key bottlenecks to performance of a Content Server system are the CPU power allocated to Content Server and to the database server, the amount of RAM available, and network bandwidth and latency. These are the best performance factors in which to invest + Content Server Dynamic Thread Loading creates the minimum number of threads when it starts and then creates additional threads, as needed, up to the maximum number. The default minimum and maximum values are 8 and 32. However, creation of new threads is a relatively intense and time-consuming process, so better performance can be obtained by setting Content Server to start the maximum number of threads your system requires, once you have determined that number through monitoring and observation. ‘You can determine an optimal number of threads for your system to run by losely monitoring the system and making adjustments as necessary. A reasonable number to start with is eight threads, which is the default minimum. number, The Content Server Monitoring Agent is a useful tool for performing a performance analysis in real time, while the Content Server Performance Analyzer is suited for performance analysis using Content Server log files, collected over a period of time, For more information about these tools, see the Knowledge Center (hitpsy//knowledge opentext.com), ‘When installing Content Server, it is usually best to run the database server, Content Server, and the Admin server each on its own, dedicated computer. ‘Most large oxganizations deploy Content Server using a load balanced cluster architecture, See “Understanding OpenText Content Server Architecture” on page 17 + OpenText zecommends that you consistently monitor your database, your network, and your web server with their own supplied monitoring tools. This is especially uselul when you dsst roll out your system, As you monitor the system, and notice peaks in usage, you can use Content Server's audit trail, logs, and LiveReports to determine what was happening at the tinte the peaks occurred, Then, you can make any necessary adjustments. For additional zecommendations on optimizing Content Server pesformance, see thoWeb Server Configuration and High Performance (hitps:// knowledge.opentext.com/go/14469718) Guide, available in the Champion Toolkit (https://knowledge.opentext.con/go/Champion_Toolkit) on the OpenText Knowledge Center 24 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 2.4, Best Practices for System Design Database Recommendations ‘The Content Server must be stored in a zelational database management system (RDBMS) that is listed as supported in the Content Server Release Notes. Your RDBMS must be installed for UTF-$ compliance. Content Server's database schema is normalized, which means that the schema has ‘been designed to reduce the chance of having multiple versions of the same data. Indexes are provided out of the box on the columas that Content Server uses in its standard operations. In some cases, however, it may be helpful to build indexes on additional database table columns, which will speed up the zetzieval of information from SELECT statements (at the cost of increasing ovechead when new information is, added to the table because both the table and the index will have to be updated). (OpenText recommends that you have an experienced database administrator tune your database to achieve optimum performance, using the monitoring and performance tools provided by the database vendor. Common database tuning tasks include: + Monitoring disk usage to achieve optinnim results + Determining if more memory is needed for caching data tables, + Adjusting temporary tablespace tables and butters + Splitting tables, logs, and indexes across multiple disks and controllers Security Recommendations For most customers, maintaining the security of yous ozganization's Content Server system is a primary concern. While there is no single cozzect way to secuze a Content Server system, the following are some general recommendations by OpenText: + OpenText recommends that you configure your web server to serve only HTTPS, refusing incoming HTTP connections, in order to employ data encryption and. client authentication safeguards. + OpenText strongly recommends that you restrict read permissions on the |cont ig/ folder as much as possible. Ideally, the only user with Fead access should be che operating-system user created specitically tor the Content Server and, (f applicable), the Admin server. Also, make sure to disable browsing the /cont ig/ tolder through the web server running on the Content Server computer + For organizations that want to enable access to Content Server from an external network (while adhering to most common oxganizational IT security policies), ‘OpenText has developed the Content Server Secure Extranet Architacture (SEA), See the saction called “OpenText Content Server Secure Extranet Architecttire (GEA)’ on page 21 For detailed secommendations oa securing your Content Seever installation, see theOpenText Content Server 10.0.0 Application Hardening Guide (htips:// nowlesige-opentext.com/go/19282871), available in the Champion Toolkit (attps// LLESCOR 100012-I6D-EN-1 Installation Guide 25 Chapter2 Designing Your Content Server System Center 26 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 Chapter 3 Preparing to Install Content Server Before you can install Content Server, you must prepare the envizonment for installation. Content Server must be installed on a supposted operating system, and xoguires the presence of a supported web or application server, and a supported database, This information in this chapter helps you to prepare for installing Content Sezver by providing secommendations on the installation and configuration of web servers, database servers, your operating system and client web browsers, This chapter covers the following topics: + “Installation Worksheets” on page 27 + "Configuring the Access Tier” on page 30 “Installing a Database Server” on page 31 + “Creating an Operating System Uses” on page 34 + "Setting Up Client Web Browsers’ on page 35 3.1 Installation Worksheets ‘This section contains workshee!s on which you can record the user names, passwords, and other important information requised for the installation of Content Secver and its supporting software. Note: Ficlds marked with an asterisk (*) represent information you need before you install Content Server. You generate the information in the other fields as you install and set up Content Server. Save the information you record on these worksheets and store them in a secure place. You will need this information if you upgrade Content Server, 3.1.1 Database Installation Worksheets Table 3-4: Oracle Database Worksheet Parameter Default Your information Oracle system user name system * Oracle system password * Service name (databace alias) * Oracle SID or Oracle HOME directory 7 (ONDiLinux only) Tablespace name LLESCOR 100012-I6D-EN-1 ‘OpenText Content Server 2 Chapter 3 Preparing to Install Content Server Absolute path of tablespace file (Oracle user name used to access the Content Server database ‘Paceword of Oracle weer used to access the Content Server database Table 3-2: Microsoft SQL Server Worksheet (Windows only) SQL Server alias * System administrator user name 38 * System administeator password, * System database master.aat | * “Log file name “Absolute path of log fle Data file name “Absolute path of data fle ‘Name of SQL database containing the Content Server database tables “Microsoft SQL user name used to access the Content Server database ‘Password of the Microsoft SQL user used to access the Content Server database 3.1.2. Web Server Worksheets Table 3-3: Microsoft Internet Information Server Worksheet (Windows only) ‘TCP port number 80 * Table 3-4: Oracle iPlanet Web Server Worksheet ‘Administration server port number * ‘Administration seaver access URL > ‘Administration access user name aamin * ‘Administration access password * 28 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 3.1. Installation Worksheets ‘Web server port number (Oracle Solaris user created to cua the web ‘Paceword for Oracle Solaris user created to sun the web server 3.1.3 Content Server Installation Worksheets Table 3-5: Content Server installation Worksheet Windows or UNDX/Linuwx user created to run the Content Server created to-mun the Content Server Password for the Windows or UNIX/Linux user prefix (virtual folder alias) of /gi/ folder (Windows only) Content Server Windows service name and URL | oT0s BB Noto: The default password should be changed after the inital installation. For {information about changing the ‘Administrator password, see OpenText Content Server Admin Online Help - Contr “URL prefix (vistual directory alias) of contentserver /cgi/ directory (ONIX Linx only) “URL prelix (vistual folder alias) of ing ] support / folder Content Server port number 2099 ‘Adenia server post aumber S58, Tava RMI port mamber 1099) ‘Administrator password (used to access the | Livelink Content Server Administration page) Password for the Admin user Livelink Server Administration (LLESWBA-H-AGD). ot Table 3-6: Addi Host aame of additional Content Server computer nal Content Server Installation Worksheet LLESCOR100012-1G0-EN-1 instal lation Guide 28 Chapter 3 Preparing to Install Content Server 3.2 3.2.1 Parameter Default Your Information Content Server service name (Windows only) ‘Adenia server post aumber 5558 Password of Admin server Configuring the Access Tier ‘You can configure Content Server to handle web client transactions using: CGI, with any supported web server + ISAPI with Microsoft Intomet Information Services a Java Servlet in combination with any supported application server Using an Application Server with Content Server To deliver Java-based Content Server features, you must use an application server in your Content Server system configuration, either alone or in addition to a web Inaddition to the commercial application servers listed in the Release Notes, OpenText supports Apache Tomcat as a serviet container for use with Content Server, Tomcat is an open-source servlet container developed by the Apache Software Foundation (htip/www apache org), It is distributed free of charge under the Apache Software License. Tomcat is the official reference implementation of the Java servlet API, and is commonly implemented even for enterprise-scale applications Configuring an Application Server to Work with a Web Server Tomcat and IBM WebSphere can use a zediroctor to enable integration with a web server. A redirector enables a web server to recognize servlet requests and pass them to the application server for processing, In such an envizonment, the web server handles requesis for static files from the support folder, ‘but passes requests for servlet content to the application sezver. An advantage of such a configuration is that you can locate the application server behind a domain, Bieewall, Consult your application server vendor to obtain the specific plug-in and. documentation for configuring a redirector. 30 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 3.3, Installing a Database Server 3.3 Installing a Database Server Content Server tses third-party database software to create and manage the Content Server database. You can tise supported versions of Oracle Database or Microsoft SQL Server. Microsoft SQL Server is available only for Windows operating systems, Note: For optimum performance and scalability, OpenText recommends that you install the database software on its own computer, If you follow this recommendation, you must install database client software on the Content Server computer So that Content Server can communicate with the database computer, ‘This guide provides guidelines to help ensure that you select the installation options that Conteat Sezver requires to work with your database software and configuration. For information about how to install and configure your database software, refer to the documentation supplied by your database software vendor. Choose the installation guidelines that apply to your supported database platform. + "Oracle Database Installation Guidelines’ on page 31 + “Microsofi SQL Server Installation Guidelines" on page 33 3.3.1 Oracle Database Installation Guidelines ‘The Oracle Database installation guidelines vary depending on whether you install Oracle Database on Windows, UNIX or Linux. Choose the guidelines that apply to ‘your installation. + the section called “Oracle Database Installation Guidelines for Windows” on page 31 * the section called “Oracle Database Installation Guidelines for UNIX and Linux” on page 32 Oracle Database Installation Guidelines for Windows Note the following when installing and contigusing Oracle Database on Micsosolt Windows: + Use the aL2UTF® charactor set for the NLS, CHAR, and CHARAOTERSET settings to setup the CHAR, VARCHAR, and CLOB data types for UTE-S compatibility before installing Oracle Database. The US7ASCZ1 character set is the default for English- speaking locales, + Ifyou install the database software on its own computer, you must install an (Oracle client on the Content Server computer so that it can communicate with (Oracle Database on the database computer. Ensure that the client is set up £0 communicate in UTE-8 encoding, + Selecting the Typical Configuration option results in an Oracle Database configuration that is compatible with Content Server. LLESCOR 100012-I6D-EN-1 Installation Guide a Chapter 3 Preparing to Install Content Server + To connect to Oracle Database, Content Server requires the following Oracle services to run on the database computer: + OracleStatORCL + OracleServiceORCL + OracleTNSListener Set these services to start automatically whenever the database computer is restarted. + Ifthe database server zesides on its own computer and you have installed an (Oracle client on the Content Server computer, run the Oracle Net$ Easy Contig ‘utility on the Content Server computer to establish the connection to the database computer. * Oracle recommends that you change the default passwords of the internal, sys, and system users immediately following installation. + Record the password for the user system on Table 3-1: “Oracle Database Worksheet” on page 27. You will need this user name and password when you create the Content Server database. + Refer to the Content Server Release Notes for information about any Oracle software patches that may be required to use your version of Oracle Database or client software with Content Server. If patches are required, additional information and support may be available in the Knowledge Center (https:// knowledge opentext.com/). Oracle Database Installation Guidelines for UNIX and Linux Note the following when installing and configuring Oracle Database on UNIX or Linux + To install Oracle Database on supposted UNIX or Linux operating systems, you must be logged in as the superuser r00t Use the ALS2UTFS character set for the NLS, CHAR, ancl CHARACTERSET settings to set up the CHAR, VARCHAR, and CLOB data types for UTF-8 compatibility before installing Oracle Database, The US7ASCTT character set is the default for English- speaking locales, + Ifyou install the database software on its own computer, you must install an. (Oracle client on the Content Server computer so that it can communicate with (Oracle Database on the database computer. Ensuze that the client is sat up to communicate in UTF-8 encoding, To connect with Oracle Database, Content Server requires that the Oracle TCP/IP listener be running on the database computer. * Ifthe database server resides on its own computer and you have installed an (Oracle client on the Content Server computer, establish the connection to the database computer. 2 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 3.3. Installing a Database Server + Record the Oracle HOME folder of the Oracle SID on Table 3-1: “Ozacle Database Worksheet” oa page 27. You will need this information when you install Content Server on the Content Sexver computer. + Oracle recommends that you change the default passwords of the internal, sys, and system users immediately following installation. The internal ssser has privileges to start or stop the database service; the system and sys users have Gatabase administrative privileges. The default password for internal and systemis manager. The default password for sys is change_on_install. + Record the password for the user system on Table 3-1: “Oracle Database Worksheet” on page 27. You will aced this user name and password when you create the Content Server database. + Refer to the Content Server Release Notes for information about any Oracle software patches that may be required to use your version of Oracle Database or client software with Content Server. If patches are required, additional information and support may be available in the Knowledge Center (https: knowledge opentext.com/). 3.3.2. Microsoft SQL Server Installation Guidelines Note the following when installing and configuring Microsoft SQL Server: Select the Typical instalation option, and accept default settings during the installation. + Record the master device file name (default is master.dat) on Table 3.2: ‘"\acrosoft SQL Server Worksheet (Windows only)” on page 28, + During the installation, the system user name and password do not appear. By default, the system user name is sa, Record this information on the Microsoft SQL Server Worksheet, + To connect to Microsoft SQL Server, Content Server requires that the MSSQL Server service be running, + After you complete the installation, test the Microsoft SQL Server installation, as described in the Microsoft SQL Server documentation. If Microsoft SQL Server resides on its own computer, you must install a Microsoft SQL Server cient on the Content Server computer. LLESCOR 100012-I6D-EN-1 Installation Guide 3 Chapter 3 Preparing to Install Content Server 3.4 3.4.1 Creating an Operating System User Content Server (andi in the case of Oracle iPlanet Web Server, the web server) must run as a particular Windows, UNIX, or Linux user. For a first-time installation, ‘OpenText recommends that you create these operating-system users. Note: In a single-computer Content Server configuration, itis not necessary to create Window's users to manage servers. However, when dealing with multiple instances of Content Server (in a Content Server cluster environment, for example) you may want to create specific users to manage certain, functions, such as performing searches or managing system administrative dusties Creating a Windows User ‘You must create a Windows user to run the Admin server on the Content Server computer and all additional computers, ‘Ona Content Server computer, you can use the same user for Content Server and the web server, or you can use different users. [tis not necessary to create a ‘Windows user for Microsoft Internet Information Services, because this is done automatically during the installation of Microsoft Internet Information Services. Note: Use an identical Windows user to run all Content Server services on the Content Server computer and each additional computer. For more information about assigning user names to Content Server services, see "Setting Lp and Starting the Content Server Services” on page 70. Also, if you are using an external document store on an additional computer, create an identical user on that computer to own the extemal document folder ‘Create one or mare Windows users to run the Content Server and the web server. Each user must: + Beamember of the Administrators group Have the Log on As A Service right Have a password set to never expire ‘The user that runs the Content Server services must have at least llodify permission, for the folder, and for any other folders that Content Server accesses, including (if applicable}, the index folder, external file store folder, and upload folder. The exact folders and permissions required depend on your specitic environment. Q Tip: For information on configuring Content Server securely, refer to the ‘Champion Toolkit document “ Application Note Configuring for Least Paivilege: OpenText Content Server 10” on the OpenText Kaowledge Center (https:/Anowiedge.opentext.com) 34 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 3.5, Setting Up Client Web Browsers Record the name andl password of the Windows user that you create for Content Server on Table 3-5: “Content Serve: Installation Worksheet” on page 29. 3.4.2. Creating a UNIX or Linux User ‘You need to create UNIX or Linux user accounts with appropriate profiles to run the web server and Content Server. You can use the same UNIX or Linux user for all servers or use one user to run the web server and another to run Content Server. IE you choose to use two different users, they must be in the same group. Note: If you donot use the same UNIX or Linux user to run the web server as ‘you use to run the Content Server, you must make sure that the user that runs the web server has write permissions for the Content Server directory tree. To create a UNIX user account, you must log in to the Content Server computer as the superuser root. Q Tip: Use the sane UNIX user name and password to run all servers on the Content Server computer and each additional computer. The servers run as the ‘user that invoked them, so you must always start the servers as the user that you created for them, Record the name and password of the UNIX or Linux user that you create for Content Server on Table 3-5: "Content Server Installation Worksheet” on page 29. Record the name and password of the Oracle Solaris user that you create for Oracle iPlanet Web Server on Table 3-4: “Oracle iPlanet Web Server Worksheet” on page 28. 3.5 Setting Up Client Web Browsers Each Content Server user and the Content Server Administrator needs a supported web browser on their computer, ‘Content Server typically does not require custom configuration settings for web browsers, If you are using the latest version of a supported browser, you may be able to use Content Server without changing any default browser settings. However, i you have special requirements, you may eed to make some configuration changes. Ii you want to display aid enter data in a language different from your default system language, you must install fonts and input method's for the language. For example, to view and edit Japanese documents on English Windows, you should install Japanese fonts and input methods ‘You may also wish to tailor your browser's behavior if Content Server does not open documents in the manner you expect. See Table 3-7: “Common Issues When ‘Opening Documents fom Content Server" on page 36 for information about configuring browsers to work with Content Server. Note: When making configuration changes to web browsers, refer to the appropriate vendor documentation for specific instructions. ‘Web browsers on all client computers need to meet the following sequirements for ‘use with Content Server: LLESCOR 100012-I6D-EN-1 Installation Guide 8 Chapter 3 Preparing to Install Content Server 3.5.1 + Content Server uses an encrypted cookie to stoze connection information. This cookie is discarded when users exit their web browsers or when they log out of Content Server. To connect to Content Server, web browsers must be configured 40 accept cookies. If you choose not to configure your Content Server system with an application server and you want to use the features Workflow Painter, Text Editor, and Spell Check, then Content Server requires a supported version of Java JRE) in client, web browsers. To open documents, web browsers must be configured to behave in a certain manner for specified MIME types. See “Configuring Web Browser Behavior for Opening Documents” on page 36. + Whon the Enable Time Zone Oiset option is selected, the web browser's time and Hime zone settings mast be configured correctly. See Open Text Content Server Admit Online Help - Content Server Administration (LLESWBA-H-AGD) Configuring Web Browser Behavior for Opening Documents ‘When a user adds a document to Content Server, the web browser sends a MIME type to be stored with the document. The MIME type defines the type of fle, When ‘user opens a document, Content Server sends the document's MIME type to the web browser, along with the fil, The web browser uses the computer's MIME types settings to determine what to do with documents that users open and which MIME type to send when adding a document to Content Server. Users must check the web browser MIME type settings to verify that the proper settings exist for each type of document that ‘used. The settings also verify that the MIME types specify the proper action to perform when documents are opened, such as save to disk, open ‘with an external application, or prompt to save or open. How MIME type options are set depends on the web browser version. Microsoft Intemet Explorer and Mozilla Firetox include an extensive cet of detault settings, Which you can modity as zequired. Open Text zecommends that users open files of the ditierent types they use and note the detault behavior. To change the default behavior, users can adjust either their web browser settings (Mozilla Firefox) or their operating system settings (Microsoft Intemet Explorer). The following table describes common issues when opening documents from Content Server ‘ommon Issues When Opening Documents from Content Server This happens when .. “When Tattempt to open a document, it doesn't open. A dialog box appears and asks me what I want to do with the file, To not want to open the document. Ijust want to save the file on any desktop, File-handling options are set ta alwaye ask you hhow to handle the fife, rather than to perform an action by default. File-handlling options are set to automatically launch aa application and open the file, sather than to prompt for an action. 6 ‘OpenText Content Server LLESCOR100012-IGD-EN-1 3.5, Setting Up Cllent Web Browsers ‘When Topen this kind of document, it always opens in ay web browser, notin the native application, “Micsosoft Internet Explorer and certain file- handling settings are configured to do a quick ‘view of to browse in the same window. When open this kind of document, my web ‘browser shows me an unusual version of the Content Server Log-in page. You age using an alder version of Microsoft Internet Explocer, Make sure that you have a supported version of the Microsoit Internet Explorer web browser, People complain that they have peableme opening the documents that Ladd. You may be adding files whose MIME type settings are incorrect or nonexistent, Modifying Web Browser Behavior ‘OpenText assumes you know how to add or modity MIME types for common web browsers. Refer to the vendor dacumentation for instructions LLESCOR100012-1G0-EN-1 Installation Guide a Chapter 4 Installing Content Server on Windows ‘This chapter describes how to perform a Content Server installation on computers sunning Windows 2008 Server (64-bit). Note: For specitic platform versions, see the Content Server Release Notes for the version you are installing. Before you install Content Server, create a Windows user to run the Content Server and make sure that the necessary supporting software—including the database server and client, web server, application server, and web browser—is installed and properly configured. Detailed information about these and other tasks that you need. to perform before you install Content Server is provided in “Preparing to Install Content Server" on page 27. If you install multiple Content Server instances on one computer, you must ensure that the installation folder, URL mappings, server ports, and program folder name of each instance are unique. In addition, verify that all the data flow processes, search servers, and index servers associated with each existing Content Server installation are running, 4.1 Installing Content Server When you use the Content Server installer, choose the Install a new instance option to proceed with a Content Server installation. To install Content Server on Windows: 1. Logon to Windows as a uses who is a member of the Administrators group, 2. Run the Content Server installation. a. Double-click the executable file and then click Run to begin the installation. b. Inthe Welcome dialog box, click Next © Inthe License Agreement dialog box, enable T accept the terms in the icense Agreement, and then lick Next 4, Inthe Install Location dialog box, accept the default destination folder, or click Browse to select a different folder, and then click Next. e._ Inthe Content Server Configuration dialog box, do the following, and then click Next: + Inthe Service Name box, type a unique name for the Content Server services, The default is 0708. Use only alphanumeric characters, and do not include spaces. LLESCOR 100012-IGD-EN-1 ‘OpenText Content Server 8 Chapter 4 Installing Content Server on Windows BB Note: The service name you provide appends to the server entries for the Content Server and Admin services in the Windows Services window. It also becomes the URL prefix (virtual folder alias) mapped to the /cgi / folder in your web server. In the DNS Name box, accept the default value, localnost, or type the fully qualified Domain Name Service of the Content Server computer. Use the format (for example, intranet. yourdomain.com). ‘You must provide the fully qualified DNS name if any of your users want to connect to Content Server from outside your network. Content Server uses this name to create links to items in Content Server notifications and elsewhere, Without the fully qualified DNS name, these links may not work for remotely connected users. Tip: To look up the DNS name if you have a static IP address, type nslookupchostnane> at the Windows command prompt + Inthe HTTP Server Name box, type the host name of the computer on which the web server resides, or accept the default value. @_ Note: OpenText zecommends using the default value, localhost bbocatise Content Server and the web server must reside on the same computer. Do not change the default value if the computer ‘on which you are installing Content Server has a dynamic IP. address assigned by a Dynamic Host Configuration Protocal (DHCP) server instead of a static IP address. + Inthe HTTP Port Number box. type the port number of the web server where you intend to map Content Server's URL prefixes. BB Note: For HTTP servers, the default post is 80, For HTTPS secvers, the default port is 449. In the Content Server Mapping dialog box. accept the default URL prefix (/ ‘ing/) for the support folder, or type a new prefix in the URL Prefix box, and then click Next. B_Note: Creating a mapping with few characters improves page size performance and renders pages faster on the client ‘Ifyou change the URL prefix, remember that it must begin and end with a forward slash (/), mmust contain only alphanumeric characters, and must not contain spaces. In the Port Configuration for Content Server window, do the following, andl then click Next: + In the Service Port box, type an unused port number for the Content Server service. Valid pozt numbers zange from 1025 to 65535. The default is 2099, 40 ‘OpenText Content Server LLESCOR100012-IGD-EN-1

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