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Installation Guide
Release 6.7.1
Service Pack 1
UNIX
®
© 2003-2007 Interwoven, Inc. All rights reserved.
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or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior
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and may only be used in accordance with the terms of the license agreement. If this software or
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of the materials to avoid violating the law which could result in damages or other remedies.
Interwoven, Inc.
160 East Tasman Drive
San Jose, CA 95134
http://www.interwoven.com
Printed in the United States of America
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Contents
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List of Tables
Table 1 Notation conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Table 2 Disk space required for TeamSite installation . . . . . . . . . . . . . . . . . . . . 13
Table 3 CPU and memory requirements: TeamSite server . . . . . . . . . . . . . . . . . 15
Table 4 CPU and memory requirements: Search server . . . . . . . . . . . . . . . . . . . 16
Table 5 CPU and memory requirements: TeamSite and Search servers . . . . . . . 16
Table 6 TeamSite installation locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Table 7 Information required for TeamSite installation . . . . . . . . . . . . . . . . . . . 29
Table 8 Information required for Interwoven Search installation . . . . . . . . . . . . 32
Table 9 Samba configuration directives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Table 10 File status and display in ContentCenter Standard . . . . . . . . . . . . . . . . 122
Table 11 WebDesk Pro and ContentCenter Professional commands. . . . . . . . . . 139
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List of Figures
Figure 1 Introduction screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Figure 2 J2SE patches screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Figure 3 License Agreement screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Figure 4 Product file location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Figure 5 License Information screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Figure 6 License File screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Figure 7 License validation screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Figure 8 Content Store location screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Figure 9 Web Ports screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Figure 10 Log file location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Figure 11 Mount Location screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Figure 12 Web Server confirmation screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Figure 13 Apache Configuration Location screen . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Figure 14 Apache Bin Location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Figure 15 Windows File Sharing screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Figure 16 Windows Workgroup screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Figure 17 Event Subsystem And Utility Daemon Ports screen . . . . . . . . . . . . . . . . .53
Figure 18 Event Subsystem Database Type screen. . . . . . . . . . . . . . . . . . . . . . . . . . .54
Figure 19 Event Subsystem Database Configuration screen . . . . . . . . . . . . . . . . . . .54
Figure 20 Database Drivers Directory screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Figure 21 ReportCenter License Key screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Figure 22 Report Center Database Type screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Figure 23 ReportCenter Database Drivers Directory screen. . . . . . . . . . . . . . . . . . . .56
Figure 24 ReportCenter Database Configuration screen . . . . . . . . . . . . . . . . . . . . . .57
Figure 25 Crystal Enterprise Report Information screen . . . . . . . . . . . . . . . . . . . . . .57
Figure 26 Crystal Enterprise Report Database Information screen. . . . . . . . . . . . . . .58
Figure 27 Authentication Method screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Figure 28 ContentServices License Key screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Figure 29 VisualAnnotate Administrator Email screen . . . . . . . . . . . . . . . . . . . . . . .59
Figure 30 Introduction screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Figure 31 License Agreement screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Figure 32 Product Files location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Figure 33 TeamSite Server Host screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Figure 34 Functionality to Enable screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Figure 35 Search Server Ports and Shared Filesystem Location screen . . . . . . . . . . .68
Figure 36 Index Server Ports and Shared Filesystem Location screen . . . . . . . . . . . .69
Figure 37 Enable Incremental Updates screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Figure 38 Event Subsystem JNDI Server Port screen. . . . . . . . . . . . . . . . . . . . . . . . .70
Figure 39 Index Server Host and Port screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Figure 40 Installation Complete screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Figure 41 iPlanet Server Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Figure 42 iPlanet Content Management screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Figure 43 Configuring iw-mount in iPlanet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
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About This Guide
The TeamSite Installation Guide describes the procedures for installing, upgrading, and
licensing TeamSite and the initial, one-time configuration of all related system
resources. The actual TeamSite Content Server configuration settings are described in
the TeamSite Administration Guide. You may want to refer to the TeamSite
Administration Guide if you are not familiar with basic TeamSite concepts (for
example, the Content Store, user roles, branches, workareas, and so on).
This guide is primarily intended for TeamSite administrators and Master users, web
server administrators, and system administrators. Users of this manual should be
familiar with basic UNIX commands and be able to use a text editor such as emacs or vi.
Many of the operations described in this manual require root access to the system on
which you are installing and the TeamSite Content Server. If you do not have root
access, consult your UNIX system administrator.
Notation Conventions
This manual uses the following notation conventions:
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Chapter 1
Installation Prerequisites
This chapter describes the server hardware requirements that must be met before you
begin the installation procedure. See the TeamSite Release Notes for details about
software requirements and compatibility with other Interwoven products.
Disk Space
The following table lists the permanent and temporary storage requirements for the
TeamSite software when installing from CD-ROM. During installation, additional
temporary storage is required. Following installation, only the permanent storage is
needed.
Additionally, if you install from the download package rather than from the CD-ROM,
you need 700MB to download and expand the package
You will need additional disk space for your Content Store. The Content Store is a large
directory structure where TeamSite stores your content files and metadata files. The
Content Store requires five to 10 times the total amount of disk space you expect your
content files to consume (for example, if you plan to manage 2 GB of content in
TeamSite, the Content Store should have at least 10 GB of disk space available).
The installation program prompts you for the location of the Content Store; ensure that
this location has room for at least five times the size of the content you plan to store
there. For ease of maintenance, the Content Store should be installed to its own
partition.
CPU and RAM recommendations for a system running the TeamSite server are based on
the activity level of users who are concurrently using TeamSite, the total number of
licensed TeamSite users, and the size of the Content Store.
CPU and RAM recommendations for the system running the Interwoven Search server
are based on the type of content being searched (such as documents, data records, or
extended attributes), the frequency of query operations, and the required query response
time.
CPU and RAM recommendations also are based on whether the TeamSite and Search
servers run on the same system or separate systems.
The following sections show the CPU and RAM recommendations for:
A system running just the TeamSite server
A system running just the Interwoven Search server
A system running both the TeamSite and Interwoven Search servers
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Chapter 1: Installation Prerequisites
1. Numerous Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; frequent data record generation; frequent development of
workflows, presentation templates, and other file editing.
2. Occasional Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; occasional data record generation or file editing; few
development activities.
3. Infrequent Get Latest, Submit, Publish, or compare operations; occasional Web site
or directory navigation; occasional data record generation or file editing; no
development activities.
1. Numerous Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; frequent data record generation; frequent development of
workflows, presentation templates, and other file editing.
2. Occasional Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; occasional data record generation or file editing; few
development activities.
3. Infrequent Get Latest, Submit, Publish, or compare operations; occasional Web site
or directory navigation; occasional data record generation or file editing; no
development activities.
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Chapter 1: Installation Prerequisites
Inodes
If the TeamSite Content Store is placed on a file system which enables you to
dynamically increase the number of inodes (for example, Veritas or NetApp), use the
default setting and add more inodes if needed.
If the TeamSite Content Store is placed on a file system that requires the total number of
inodes to be set when the file system is created (for example, UFS), use the newfs
command as follows:
newfs -i 1024 filesystem
where 1024 represents the bytes per inode, and filesystem is the path to your TeamSite
Content Store (for example, /local/iw-store).
Disk Configuration
For maximum disk space efficiency, the TeamSite Content Store should be installed on
drives formatted with a 1024 byte block or fragment size. For ease of maintenance, you
may want to install the Content Store on its own partition.
It is recommended that you use RAID 0+1 to configure your environment. RAID 5 can
also be used for environments with a relatively low number of writes as a percentage of
total accesses. Because TeamSite environments generally have a large percentage of
writes, RAID 0+1 should provide better overall performance. In addition to using RAID
configurations, it is recommended that you use the fastest available SCSI controllers
(160 MB/second transfer rate) and SCSI drives (10,000 RPM).
NOTES
Software RAID solutions are not recommended because they are very
CPU-intensive.
Installing TeamSite on a Primary Domain Controller (PDC) or a Backup Domain
Controller (BDC) is not supported. This can cause poor overall performance,
problems with local login access, and workflow issues.
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Chapter 2
Installing TeamSite
This chapter describes the process for installing, upgrading, and licensing TeamSite.
The following topics are included in this chapter:
Installing a Service Pack Release
Installing a Base Release
What Gets Installed?
Installing ReportCenter as a Standalone Module
Required Input for TeamSite and Search Installations
Installing TeamSite
Installing Interwoven Search
Licensing TeamSite
Upgrading from a Pre-6.7.1 TeamSite Release
Uninstalling TeamSite and Search
NOTE
TeamSite 6.7.1 must be installed as described starting in the section “Installing a Base
Release” before you install TeamSite 6.7.1 Service Pack 1 as described here. Likewise,
Interwoven Search 2.1 must be installed as described starting in the section “Installing a
Base Release” before you install Interwoven Search 2.1 Service Pack 1 as described
here.
Installation Order
If you are installing or upgrading to the TeamSite 6.7.1 and Search 2.1 base releases and
service packs, the overall installation order must be the following:
1. Base TeamSite 6.7.1 release
2. Base Search 2.1 release
3. TeamSite 6.7.1 Service Pack 1
4. Search 2.1 Service Pack 1
If TeamSite 6.7.1 and Search 2.1 are already installed on your system and you are only
upgrading to Service Pack 1 for TeamSite and Search, the installation order must be the
following:
1. TeamSite 6.7.1 Service Pack 1
2. Search 2.1 Service Pack 1
Attempting to install Search modules together with TeamSite modules in any other order
will result in either a failed installation or the inability to uninstall and then reinstall
releases correctly.
NOTE
Multi-byte characters are not permitted in the installation package path.
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Chapter 2: Installing TeamSite
7. In GUI mode, click Next. In console mode, press the Enter key on your keyboard.
TeamSite installs all necessary software modules. Depending on your system
configuration, this step could be time consuming, and some modules could require
responses from you.
8. Reboot the system after the installation is complete.
The system starts up in the English locale. If you want to run it in a different locale:
a. Stop iwserver.
b. Change the locale settings on the system to the desired value.
c. Comment out the server_locale line under the [iwserver] section in the
iw.cfg
d. Restart iwserver.
NOTE
The base release and the service pack must run under the same locale.
NOTE
The service pack installs the Apache Derby database software, which is another
database you can use for the event subsystem. See the TeamSite Administration Guide for
information about configuring a Derby database.
NOTE
Multi-byte characters are not permitted in the installation package path.
7. In GUI mode, click Next. In console mode, press the Enter key on your keyboard.
Follow the installation procedure.
8. Reboot the system after the installation is complete.
The system starts up in the English locale. If you want to run it in a different locale:
a. Stop the index and search servers by issuing:
/etc/init.d/iw.tsindex stop
/etc/init.d/iw.tssearch stop
NOTE
The base release and the service pack must run under the same locale.
NOTE
TeamSite 6.7.1 must be installed as described here before you install TeamSite 6.7.1
Service Pack 1 as described in “Installing a Service Pack Release”. Likewise, Interwoven
Search 2.1 must be installed as described here before you install Interwoven Search 2.1
Service Pack 1 as described in “Installing a Service Pack Release”.
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Chapter 2: Installing TeamSite
Compile the uvfs module on the same system that hosts the TeamSite installation to
insure compatibility, and ensure that the files are located somewhere on the TeamSite
server system. During the TeamSite installation procedure, you will be prompted to
specify the location of the files so that the TeamSite installer can install them in
iw-home/kernel.
The TeamSite installation program checks for the presence of this patch. If it is not
detected, you can choose to exit the TeamSite installation program and download the
patch, or continue with the TeamSite installation without the patch. If you continue
without the patch, you must install it before rebooting the system after the TeamSite
installation program finishes installing TeamSite. If you do not install the patch,
TeamSite will not function.
TeamSite Licensing
On UNIX systems, the TeamSite license file TS.Lic must be readable by the user iwts
(the iwts user replaces root as the owner of most TeamSite processes starting with
TeamSite 6.7.1). If you are upgrading from TeamSite 6.7.0, ownership of the existing
TS.Lic file is updated automatically by the TeamSite installation program. If you are
performing a new TeamSite 6.7.1 installation (as opposed to an upgrade) and you install
TS.Lic after the TeamSite installation completes, you might have to manually reset
permissions on TS.Lic so that it is readable by iwts.
TeamSite Components
The TeamSite installation program automatically installs the following components and
their supporting files:
TeamSite Content Server (iwserver)
ContentCenter Core Toolkit
ReportCenter (formerly Report Server or TeamSite Reporting). This is an optional
module; during TeamSite installation, you can choose not to install ReportCenter.
TeamSite end-user browser interfaces (described in Chapter 5, “Configuring
TeamSite Clients”):
ContentCenter Standard
ContentCenter Professional
TeamSite Content Store (formerly the backing store or MultiStore)
TeamSite Administration GUI
Interwoven Content Transformation Services
VisualAnnotate (English locales only; formerly had its own installation program)
VisualPreview (formerly SmartContext Editor or SCE)
Local File Manager (formerly Launch Pad)
ContentServices SOAP Server
FormsPublisher (formerly TeamSite Templating, which had its own installation
program)
Samba (optional)
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Chapter 2: Installing TeamSite
By default, TeamSite is installed in the following locations (you may select alternate
locations for some of these files during the installation process).
Application Server
The Apache Tomcat application server is included with TeamSite and is installed when
you perform an installation as described in “Installing TeamSite” on page 32. TeamSite
also supports the IBM WebSphere and BEA WebLogic application servers. See
“Configuring Application Servers” on page 129 for details about configuring TeamSite to
use either of these application servers.
Log Files
The TeamSite installation program installs a number of log files that contain
information about the success or failure of the installation procedure, maintain an
inventory of the TeamSite modules and Interwoven products that are installed, and
monitor the TeamSite Content Server and UIs. These files are described in the sections
that follow.
The TeamSite installation log files are created one level up from the TeamSite directory
in the iwinstall/log directory. For example, if you accepted the default installation
directory (/Interwoven/TeamSite), the following log files are placed in the
/Interwoven/iwinstall/log directory:
where timestamp represents the last modification date using the format hhmmMMDDYYYY.
For example, 042003182007 means that the log was created at 4:20AM on March 18,
2007.
The installation program creates an XML-format log file for each module that is part of
TeamSite. The modules are as follows:
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Chapter 2: Installing TeamSite
where the timestamp notes the last modification date using the format: hhmmMMDDYYYY.
For example, 042003182007 means that the log was created at 4:20AM on March 18,
2007.
The installation program creates an XML-format log file for each Interwoven product
that it installs. The product log file containing details of the product driver is named
Interwoven_TeamSite_releaseNumber_InstallLog.xml, and is located by default in
/Interwoven/iwinstall/products/productName/log/.
These text-format files log activities performed by the TeamSite Content Server
and UIs. The location of these files is specified during the installation procedure. The
default location is iw-home/local/logs.
iwevents.log
iwserver.log
iwtrace.log
iwutild.log
/iwui/servletd_err.log
/iwui/servletd_out.log
The iwui directory can include several additional log files. Refer to the TeamSite
Administration Guide for more information about these log files. Depending on your
system setup, additional log files could be located in /var/adm.
Password Syntax
The TeamSite and Search installers cannot parse specified password strings containing
more than one dollar sign ($). For example, if you specify the database password in
step 24 on page 40 such that it contains two dollar signs (for example, asd$fjkl$dd), the
password is not set correctly in the corresponding configuration file. To correct this, you
must edit the configuration file manually.
Interwoven Search
Interwoven Search, which also includes indexing features, is installed separately from
TeamSite. To install Interwoven Search, you perform a procedure similar to the
TeamSite installation procedure. See “Installing Interwoven Search” on page 60 for
details.
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Chapter 2: Installing TeamSite
TeamSite Information
Table 7 Information required for TeamSite installation
Default
Information Step Notes
Provided?
Location of TeamSite step 8 on page 35 Yes Referred to as iw-home
program files. step 11 on throughout documentation.
page 46
TeamSite license file. step 9 on page 35 No The file must be named
TS.lic and reside in
step 12 on
iw-home/etc.
page 47
Location of Content step 12 on Yes
Store. page 36
step 15 on
page 48
Web server ports: HTTP, step 13 on Yes
HTTPS, Servlet, Proxy, page 37
and Web Server. step 15 on
page 48
Location of TeamSite log step 15 on Yes
files. page 38
step 17 on
page 50
TeamSite mount point. step 16 on Yes
page 38
step 18 on
page 50
Web server selection. step 17 on Yes Choices are Apache or
page 38 Other.
step 19 on
page 51
Location of Apache step 18 on Yes Required only if you
configuration file. page 38 selected Apache in the
step 20 on previous step.
page 51
Location of Apache bin step 19 on Yes Required only if you
directory. page 39 selected Apache earlier.
step 21 on
page 52
Whether to install Samba. step 20 on Yes
page 39
step 22 on
page 52
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Chapter 2: Installing TeamSite
Search Information
Table 8 Information required for Interwoven Search installation
Default
Information Step Provided Notes
?
Location of Interwoven step 7 on page 62 Yes
Search program files. step 8 on page 67
Name of the TeamSite step 8 on page 62 Yes
server. step 9 on page 67
Whether to enable Search, step 9 on page 63 Yes You must enable at least
indexing, or both. step 10 on page 68 one.
Search server port and file step 10 on page 63 Some Required only if Search
system information: search step 11 on page 68 was enabled in the
server port, search agent previous step. Defaults
port, search agent callback provided for all except
port, file system location location of indexed
containing indexed branches.
TeamSite branches.
Index server port and file step 11 on page 63 Some Required only if indexing
stem information: index step 12 on page 69 was enabled in an earlier
server port, index agent step. Defaults provided for
port, index agent callback all except location of
port, file system location indexed branches.
containing indexed
TeamSite branches.
Whether to enable step 12 on page 64 Yes Required only if indexing
incremental updates. step 13 on page 70 was enabled in an earlier
step.
Event subsystem JNDI port. step 13 on page 64 Yes Required only if
step 14 on page 70 incremental updates were
enabled in the previous
step. This is the same
value that was entered in
step 23 on page 53.
Indexing server host name step 14 on page 64 Some Required only if you
and port. step 15 on page 71 enabled search and did not
enable indexing in an
earlier step. Default port
number is provided.
Installing TeamSite
The sections that follow describe how to install the TeamSite base release using console
mode (Interactive text-based prompts from within a terminal window) and graphical
mode (interactive GUI-based prompts). If you are installing a service pack, see
“Installing the TeamSite Service Pack” on page 20.
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Chapter 2: Installing TeamSite
NOTE
Graphical mode is available only when you are installing directly on the system that
hosts the TeamSite server (that is, when you are logged into the console). It is not
available when you are installing from a remote system.
Before starting the installation program, ensure that your system satisfies the hardware
and software requirements described in the Chapter 1, “Installation Prerequisites”. The
installation process is recorded in a series of log files located in the iwinstall directory
as described in the “Installation Log Files” on page 26 section.
NOTES
If you are upgrading your current TeamSite implementation, proceed to “Upgrading
from a Pre-6.7.1 TeamSite Release” on page 73.
If you plan to install Interwoven Search (available as a separately installed module),
there are several critical factors to be aware of regarding installation order and
compatibility with TeamSite. See “Installation Order” on page 20 and “TeamSite and
Search Compatibility” on page 20 for more information.
The TeamSite installation program checks for the presence of these patches as
described in step 6. If you intend to install these patches, you must do so before you
start the TeamSite installation program.
3. Either:
Download the installation tar file (IWOVts-sol-6.7.1.0-Build#####.tar.gz)
to a temporary directory where it can be expanded. This temporary directory
will not be the installation directory. You will be prompted to select the location
for the program files by the installation program. Go to step 4 and continue the
installation from there.
This command creates the TeamSite directory and populates it with subdirectories
and files used by the installation program. After the tar file is expanded, change to
the TeamSite directory:
# cd TeamSite
Note: If you are installing from a remote system, the installation executes in console
mode by default (even if you do not specify the -i console option).
The following introductory text displays:
Preparing to install...
Extracting the JRE from the installer archive...
Unpacking the JRE...
Extracting the installation resources from the installer archive...
Configuring the installer for this system's environment...
Launching installer...
Preparing CONSOLE Mode Installation...
Introduction
This is the TeamSite 6.7.1.0 installation program.
Respond to each prompt and press Enter to proceed to the next step in
the installation. If you want to change something on a previous step,
type 'back'.
You may cancel this installation at any time by typing 'quit'.
PRESS <ENTER> TO CONTINUE:
Press Enter.
6. If the installation program detects an older version of TeamSite on your system, its
release number and location are displayed. If this happens, see step 14 on page 75
for more information.
If the installation program does not detect an older version of TeamSite on your
system, and if the latest J2SE patches are not installed, the following information
displays:
Warning
-------
/var/sadm/install_data/J2SE_Solaris*Recommended_log not found.
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Chapter 2: Installing TeamSite
This Cluster includes the most important patches that help to avoid the
most critical bugs and failures related to the functionality of the
Java platform on the Solaris Operating System which have been reported
and fixed to date.
Type 'quit' to quit this installation and install the Cluster Patch.
Press 'Enter' to begin the installation without installing the Cluster
Patch.
If you intend to install the patches, quit the installation program, perform the patch
installation, and restart the installation program. If you do not intend to install the
patches, press Enter to continue the installation.
7. The license agreement text is displayed. Continue to press Enter to scroll through
the entire agreement until you reach this text:
DO YOU ACCEPT THE TERMS OF THIS LICENSE AGREEMENT? (Y/N)?
To accept the terms, enter Y and press Enter. To decline, enter N and press Enter.
8. You are prompted to select the TeamSite Product Files (iw-home) directory:
This is the directory where Interwoven TeamSite 6.7.1.0 program files will be
installed.
Enter the directory for the Interwoven TeamSite 6.7.1.0 program files:
Default Install Folder: /Interwoven/TeamSite
ENTER AN ABSOLUTE PATH, OR PRESS <ENTER> TO ACCEPT THE
DEFAULT
Press Enter to accept the default (/Interwoven/TeamSite) or enter a different path
and press Enter.
9. Instructions for obtaining a TeamSite license are displayed:
Important License Information
-----------------------------
The new license must be provided in form of license file called TS.lic.
If you didn't obtain the license file yet, perform the following steps:
Obtain the file from the email and copy it into a directory
accessible on this system.
If you have not yet obtained and installed a TeamSite license file, do so now by
following the instructions shown onscreen. When you finish, press Enter.
10. You are prompted to enter the location of the license file:
License File
------------
The TeamSite license file must be named TS.lic, and it must reside in a readable
location on the TeamSite server. Enter that location and press Enter (or just press
Enter to specify the default location iw-home/etc).
11. If the license file is valid, you are prompted to proceed:
Information
-----------
12. Press Enter. You are prompted for the location of the TeamSite Content Store:
Enter the directory for your Content Store:
content store location (DEFAULT: /iw-store):
The Content Store is a large directory that contains the content files managed in
TeamSite, and metadata files. Ensure that the location of the Content Store is at least
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Chapter 2: Installing TeamSite
five times the size of the content you wish to manage with TeamSite. For ease of
maintenance, the Content Store should be installed to its own partition.
Refer to the TeamSite Administration Guide for detailed information on creating and
maintaining additional Content Stores.
Press Enter to accept the Content Store location (/iw-store), or enter a different
location and press Enter.
NOTE
If you specify an alternate location for the Content Store, you must use ASCII
characters. Do not use the iw-home location for the Content Store location; specify a
different location.
13. You are prompted for a series of port numbers; the first is the HTTP port. TeamSite
uses two Web servers:
The Interwoven Web server—Installed with TeamSite, and used to render the
TeamSite GUIs. By default, it is assigned port 80 for HTTP connections and
port 443 for HTTPS (secure) connections.
If you do not use port 80 for the Interwoven Web server, users must explicitly
specify the alternate port number in the URL each time they access the
TeamSite GUI.
The non-Interwoven Web server (for example, Apache)—Used to render the
files stored in the TeamSite Content Store. By default, it is assigned port 81 and
labeled webserver. If this Web server is using a port other than 81, it is
reconfigured to use port 81 (or whatever port you specify in this step).
NOTE
In some earlier releases of TeamSite, port 80 was assigned to the customer
(non-Interwoven) Web server by default. At the time, this Web server rendered both
the TeamSite UIs and content files.
Press Enter to accept the default port, or enter a different port number and press
Enter.
At each prompt, press Enter to accept the default port, or enter a different port
number and press Enter.
15. You are prompted for the location of the TeamSite log files:
Enter the directory where you want the TeamSite log files located. If
this directory does not exist, installer will attempt to create it.
Log Location (DEFAULT: /Interwoven/TeamSite/local/logs):
NOTE
The location specified in this step is for the log files for TeamSite Content Server
and UI log files (iwserver.log, iwtrace.log, iwui/*.log). Do not confuse this
location with the installation and inventory log files that are located in the
iwinstall directory as described on page 26.
Press Enter to accept the default location for the log files, or enter a different
location and press Enter.
16. You are prompted for the TeamSite mount point:
Enter the mount point that you want to use to access the content stored
in your Content Store.
Mount Location (DEFAULT: /iwmnt):
Press Enter to accept the default mount point, or enter a different location and press
Enter.
17. You are prompted to confirm that you are using the Apache Web server:
Are you using Apache as your content Web Server (1=YES, 2=NO)?
If you are using Apache, you will configure it in the next screen. If
you are using another Web server, you must configure it after
completing the installation. Details are included in the TeamSite
Installation Guide.
->1- YES
2- OTHER
Press Enter to accept the default value of 1 (that is, you are using an Apache Web
server), or enter 2 (no, you are not using Apache) and press Enter.
18. If you are using Apache, you are prompted for the location of the configuration files
(if you are using another Web server, go to step 20 and continue from there):
The TeamSite installation program must modify your Apache httpd.conf
file. Where is this file located?
apache configuration directory (DEFAULT: /etc/apache):
Press Enter to accept the default location of the Apache Web server configuration
file, or enter a different location and press Enter.
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19. You are prompted for the location of the Apache bin directory:
The TeamSite installation program must know the location of your Apache
bin directory. Where is this directory located?
apache bin directory (DEFAULT: /usr/apache/bin):
Press Enter to accept the default location of the Apache binary files, or enter a
different location and press Enter.
20. You are prompted whether you want to install Samba to enable Windows PCs to
connect to your Solaris TeamSite server:
If you plan to connect to Interwoven TeamSite from a PC running Windows
and you do not have Samba installed, you will need to install it now.
Do you want to install Samba (1=YES, 2=NO)?
->1- Samba
2- No Samba
Press Enter to accept the default value of 1 (install Samba), or enter 2 (do not install
Samba) and press Enter.
21. If you enter 1 (install Samba), you are prompted for a workgroup name:
Which Windows workgroup do you want the Interwoven TeamSite server to
appear in?
WORKGROUP (DEFAULT: interwoven):
Press Enter to accept the default workgroup name, or enter a different name and
press Enter.
22. You are prompted to enter information about Event Subsystem and Utility Daemon
ports:
Enter the OpenJMS server port number, JNDI server port number and
Utility Daemon port number.
OpenJMS Server Port Number: (DEFAULT: 3030):
JNDI Server Port Number: (DEFAULT: 3035):
->1- default
2- oracle
3- mssql
4- db2
5- MySQL
If you select default, the event subsystem will store event information in a flat file
rather than in a database. It is strongly recommended that you select a database
instead of default, so that event information can be stored and processed in a
higher performing and scalable manner making use of full database functionality.
If you select default, you are prompted for information about the ReportCenter
license key. Go to step 26 and continue from there.
24. If you select a database rather than default, you are prompted for information
about the database configuration:
Enter the databse server name, database listen port, database name,
database admin user name and password.
Database Server Name: (DEFAULT: ):
Database Listen Port: (DEFAULT: 1433):
Database Name: (DEFAULT: ):
User Name: (DEFAULT: ):
User Password: (DEFAULT: ):
Enter the name of the server that hosts the event subsystem database (Database
Server Name), the port used by the database (Database Listen Port), the name of the
database as assigned by the database administrator (Database Name), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
25. If you selected default, oracle, or MySQL in step 23, you are prompted for
information about the ReportCenter license key. Go to step 26 and continue the
installation procedure from there.
If you selected mssql or db2 in step 23, you are prompted for information about the
database drivers directory:
Enter a directory where the database drivers are located.
Enter a Directory: (DEFAULT: ):
Enter or the location of the drivers used by the event subsystem database and press
Enter. For mssql, the location must contain the files mssqlserver.jar, msbase.jar,
and msutil.jar. For db2, the location must contain the db2jcc.jar file.
26. You are prompted for the ReportCenter license key:
If you plan to use TeamSite Report Server, a license key is required.
Enter the license key, or press Enter to continue without a license
key.
License Key (DEFAULT: ):
If you plan to use ReportCenter, enter the ReportCenter license key you received
from Interwoven and press Enter. Go to step 27 and continue from there.
NOTE
If you do not have a ReportCenter license key, you can complete the TeamSite
installation and then install ReportCenter at a later time. See “Installing
ReportCenter as a Standalone Module” on page 28 for more information.
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If you do not plan to use ReportCenter, press Enter without entering a license key.
Go to step 30 and continue from there.
27. You are prompted for information about the type of database used by ReportCenter:
Select the database vendor for the reporting database.
->1- oracle
2- db2
3- mssql
Enter the location of the drivers used by the ReportCenter database and press Enter.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
Enter the name of the server that hosts the ReportCenter database (Database Server
Name), the name of the database as assigned by the database administrator
(Database Name), the port used by the database (Database Listen Port), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
30. You are prompted for information about the system that hosts Crystal Enterprise:
Enter the following information:
The name of the Crystal Enterprise CMS server or cluster (Host Name).
The path to the root folder containing the TeamSite reports on your
Crystal Enterprise server (Root Path)
Enter the name of the system that hosts Crystal Enterprise (Crystal Enterprise Host
Name) and the directory on the Crystal Enterprise system where TeamSite reports
are stored (Crystal Reports Root Path). Press Enter.
31. You are prompted for information about the Crystal Enterprise report database:
DataSourceName (DEFAULT: ):
DBName (DEFAULT: ):
Enter the name of the database connection on the Crystal Enterprise system
(DataSourceName) and the name of the database on the Crystal Enterprise system as
assigned by the database administrator (DBName). Press Enter.
32. You are prompted for authentication method information:
Please choose the default authentication method for accessing Crystal
Enterprise Reports.
->1- LDAP
2- Enterprise
Press Enter to continue without the license key, or enter the key and press Enter.
34. If you are installing on an English locale system several messages display about
launching the installer for VisualAnnotate. After they display you are prompted to
enter a VisualAnnotate administrator email address:
Enter VisualAnnotate Admin Email Address (DEFAULT: ):
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The email address is used by the Send Support Email link on the VisualAnnotate
toolbar and error dialogs so that end-users can communicate errors to their TeamSite
administrator.
Enter the email address of the TeamSite administrator (or VisualAnnotate
administrator if they differ) and press Enter.
NOTE
If you are installing on a non-English locale system, VisualAnnotate is not
supported and you do not perform the VisualAnnotate portion of this step.
35. The installation program begins copying files to your system. If ReportCenter is not
installed and configured, a notice is displayed containing instructions for the
installation and configuration. If you need to install ReportCenter, see “Installing
ReportCenter as a Standalone Module” on page 28.
When finished, the installer displays the following confirmation:
TeamSite has been successfully installed into:
/Interwoven/TeamSite
PRESS ENTER TO EXIT THE INSTALLER:
Press Enter to complete the installation program, then reboot your system.
NOTE
It is recommended that you use the shutdown -i6 command (and not the reboot
command) to reboot the system. This command ensures that the necessary shutdown
scripts execute during rebooting. In some cases, you might see error messages
indicating that shutdown scripts were not run. You can ignore these messages if you
used the shutdown -i6 command.
Complete the following procedure to install TeamSite using the graphical interface.
1. Open a terminal window on the system where you want to install the TeamSite
server (graphical mode is not supported when installing from a remote Solaris
system).
2. As a non-root user, run the following command to enable root access to the X11
display:
% xhost +
NOTE
Failure to set xhost + could cause the installation to abort at any time.
3. Log in as root.
NOTE
Do not use sudo su - to gain root access when installing TeamSite. Using
sudo su - instead of su - may cause problems with shutdown, startup, or
installation operations.
4. If you are installing on a Solaris 10 system, you must perform the installation in a
global zone.
It is recommended that you download the Solaris patch cluster from the following
location:
http://sunsolve.sun.com/pub-cgi/show.pl?target=patches/J2SE
The TeamSite installation program checks for the presence of these patches as
described in step 8. If you intend to install these patches, you must do so before you
start the TeamSite installation program.
5. Either:
Download the installation tar file (IWOVts-sol-6.7.1.0-Build#####.tar.gz)
to a temporary directory where it can be expanded. This temporary directory
will not be the installation directory. You will be prompted to select the location
for the program files by the installation program. Go to step 6 and continue the
installation from there.
Insert the TeamSite CD-ROM. Locate the install.sh installation program at
the top level of the CD-ROM contents. Go to step 7 and continue the installation
from there.
6. Uncompress and expand the IWOVts-sol-6.7.0.0-Build#####.tar.gz file by
running the following command:
# gunzip -c IWOVts-sol-6.7.1.0-Build####.tar.gz | tar xvpf -
This command creates the TeamSite directory and populates it with subdirectories
and files used by the installation program. After the tar file is expanded, change to
the TeamSite directory:
# cd TeamSite
NOTE
If the DISPLAY environment variable is not defined or if you invoke install.sh
from a remote system, the installation starts in console mode, not graphical mode.
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The installer is launched and the Introduction window displays. The message could
differ slightly from the one shown here depending on which system patches are
installed:
Figure 1 Introduction screen
8. Click Next. If the latest J2SE patches are not installed, information about them is
displayed:
Figure 2 J2SE patches screen
9. If you intend to install the patches, quit the installation program, perform the patch
installation, and restart the installation program. If you do not intend to install the
patches, press Enter to continue the installation.
The License Agreement window displays:
10. If you agree with the terms of the license, click the I accept... button and then click
Next. If you do not agree with the terms, click Cancel or Previous.
If the installation program detects an older version of TeamSite on your system, its
release number and location are displayed. If this happens, see step 14 on page 75
for more information.
If the installation program does not detect an older version of TeamSite on your
system, the Product Files screen displays:
Figure 4 Product file location screen
11. Click Next to accept the default installation location for the TeamSite program files
(/Interwoven/TeamSite) or click Choose to select another location.
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NOTE
If you specify an alternate location for the program files or the Content Store (in
step 15), you must use ASCII characters.
12. If you have not yet obtained and installed a TeamSite license file, do so now by
following the instructions shown onscreen. When you finish, click Next and the
License File screen displays:
Figure 6 License File screen
13. The TeamSite license file must be named TS.lic, and it must reside in a readable
location on the TeamSite server. Enter that location and press Enter (or just press
Enter to specify the default location iw-home/etc).
If the license file is valid, you are prompted to proceed by clicking Install:
14. The Content Store screen displays prompting you for the location of the default
Content Store.
Figure 8 Content Store location screen
15. Click Next to accept the default location for the TeamSite Content Store
(/iw-store) or click Choose to select another location.
NOTE
For ease of maintenance, the Content Store should be located on its own partition.
Do not use the iw-home location for the Content Store location; specify a different
location.
The Web Ports screen displays, prompting you for the port numbers used by the
Interwoven Web Daemon.
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NOTE
TeamSite uses two Web servers:
The Interwoven Web server—Installed with TeamSite and used to render the
TeamSite GUIs. By default, it is assigned port 80 for HTTP connections and port
443 for HTTPS (secure) connections.
The non-Interwoven Web server (for example, Apache)—Used to render the content
stored in the TeamSite Content Store. By default, it is assigned port 81 and labeled
Web Server. If this Web server is using a port other than 81, it is reconfigured to use
port 81 (or whatever port you specify in this step).
Important: If you do not use port 80 for the Interwoven Web server, users must
explicitly specify the alternate port number in the URL each time they access the
TeamSite GUI.
NOTE
In some earlier releases of TeamSite, port 80 was assigned to the customer
(non-Interwoven) Web server by default. At the time, this Web server rendered the
TeamSite GUIs and content files.
16. Click Next to accept the default values, or edit the values and click Next.
If any of the ports are already being used, you are prompted to either change them
by clicking Previous and returning to the Web Daemon Configuration screen, or
clicking Continue.
After selecting the ports, the Log Files screen displays:
17. Enter the directory where you want TeamSite log files installed, or click Next to
accept the default location (iw-home/local/logs).
NOTE
The location specified in this step is for the log files for TeamSite Content Server
and UI log files (iwserver.log, iwtrace.log, iwui/*.log). Do not confuse this
location with the install and inventory log files that are located in the iwinstall
directory as described on page 26.
After you select the log file location, the Mount Location screen displays:
Figure 11 Mount Location screen
18. Click Next to accept the default mount point (/iwmnt) or click Choose to select
another location. You are prompted to confirm that you want to use Apache as your
content Web server.
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19. Click Next to confirm that you want to use Apache as your content Web server, or
select No (you are not using Apache) and click Next.
If you are using another Web server, continue from step 22.
If you are using Apache, the Apache Configuration Location screen displays,
prompting you for the location of the configuration files:
Figure 13 Apache Configuration Location screen
20. Click Next to accept the default location of the Apache Web server configuration
file, or enter a different location and click Next. You are prompted for the location
of the Apache bin directory.
21. Click Next to accept the default location of the Apache binary files, or enter a
different location and click Next.
The Windows File Sharing screen displays:
Figure 15 Windows File Sharing screen
22. Click Next to install Samba (which enables Windows clients to connect to your
Solaris TeamSite server).
If you install Samba, the Windows Workgroup screen displays prompting you for a
workgroup name (the remainder of the Samba installation is automatic):
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23. Click Next to accept the default workgroup name, or enter a different name and
click Next. The Event Subsystem And Utility Daemon Ports screen displays:
Figure 17 Event Subsystem And Utility Daemon Ports screen
Click Next to accept the default ports used by the event subsystem and utility
daemon, or edit the values and click Next. If you specify a port that is invalid or
busy, you are prompted to enter a different port number.
After you select the event subsystem and utility daemon ports, the Database Type
screen is displayed.
24. Select the type of database used by the event subsystem. If you select default, the
event subsystem will store event information in a flat file rather than in a database.
It is strongly recommended that you select a database instead of default, so that
event information can be stored and processed in a higher performing and scalable
manner making use of full database functionality. If you select default, the
ReportCenter License Key screen is displayed. Go to step 26 and continue the
installation procedure from there.
If you select a database rather than default, the Database Configuration screen is
displayed.
Figure 19 Event Subsystem Database Configuration screen
25. Enter the name of the server that hosts the event subsystem database (Database
Server Name), the port used by the database (Database Listen Port), the name of the
database as assigned by the database administrator (Database Name), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
If you selected default, oracle, or MySQL in step 24, the ReportCenter License Key
screen is displayed. Go to step 27 and continue the installation procedure from there.
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If you selected mssql or db2 in step 24, the Database Drivers Directory screen is
displayed.
Figure 20 Database Drivers Directory screen
26. Enter or browse to the location of the drivers used by the event subsystem database.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
27. If you plan to use ReportCenter, enter the ReportCenter license key you received
from Interwoven and click Next. Go to step 28 and continue the installation
procedure from there.
NOTE
If you do not have a ReportCenter license key, you can complete the TeamSite
installation and then install ReportCenter at a later time. See “Installing
ReportCenter as a Standalone Module” on page 28 for more information.
If you do not plan to use ReportCenter, click Next without entering a license key. Go
to step 32 and continue the installation procedure from there.
28. The Database Type screen is displayed for ReportCenter.
Figure 22 Report Center Database Type screen
Select the type of database used by ReportCenter. If you select oracle, the Database
Configuration screen is displayed. Go to step 31 and continue the installation from
there. If you select db2 or mssql, you are prompted to enter the location of the
database drivers. Go to step 29 and continue the installation from there.
29. The Database Drivers Directory screen is displayed.
Figure 23 ReportCenter Database Drivers Directory screen
30. Enter the location of the drivers used by the ReportCenter database and click Next.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
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31. Enter the name of the server that hosts the ReportCenter database (Database Server
Name), the name of the database as assigned by the database administrator
(Database Name), the port used by the database (Database Listen Port), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
Click Install. The Crystal Enterprise Report Information screen is displayed.
Figure 25 Crystal Enterprise Report Information screen
32. Enter the name of the system that hosts Crystal Enterprise (Crystal Enterprise Host
Name) and the directory on the Crystal Enterprise system where TeamSite reports
are stored (Crystal Reports Root Path).
Click Next. The Crystal Enterprise Report Database Information screen is
displayed.
33. Enter the name of the database connection on the Crystal Enterprise system
(DataSourceName) and the name of the database on the Crystal Enterprise system as
assigned by the database administrator (DBName).
Click Next. The Authentication Method screen is displayed.
Figure 27 Authentication Method screen
34. Select the authentication method and click Install. The ContentServices License
Key screen displays, prompting you for a SOAP server license key.
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36. Enter the email address of the person or group who will be administering your
TeamSite installation and click Install.
The email address is used by the Send Support Email link on the VisualAnnotate
toolbar and error dialogs so that end-users can communicate errors to their TeamSite
administrator.
NOTE
If you are installing on a non-English locale system, VisualAnnotate is not
supported and you do not perform the VisualAnnotate portion of this step.
37. A number of configuration and module preparation steps are performed, and
program files are copied to your system. If ReportCenter is not installed and
configured, a notice is displayed containing instructions for the installation and
configuration. If you need to install ReportCenter, see “Installing ReportCenter as a
Standalone Module” on page 28.
38. When finished, the Install Complete screen displays. Click Done, then reboot the
system.
NOTE
It is recommended that you use the shutdown -i6 command (and not the reboot
command) to reboot the system. This command ensures that the necessary shutdown
scripts execute during rebooting. In some cases, you might see error messages
indicating that shutdown scripts were not run. You can ignore these messages if you
used the shutdown -i6 command.
The sections that follow describe how to install the Interwoven Search base product
using console mode (Interactive text-based prompts from within a terminal window) and
graphical mode (interactive GUI-based prompts). If you are installing a Search service
pack, see “Installing the Search Service Pack” on page 21.
NOTE
Graphical mode is available only when you are installing directly on the system that
hosts the search server (that is, when you are logged into the console). It is not available
when you are installing from a remote system.
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search. During the search installation, the installer checks for port availability. By
installing TeamSite first and rebooting the system, you ensure that the search installer
will detect any problems if you attempt to configure search to use a port already used by
TeamSite.
You must restart the search and indexing server(s) for these changes to take effect.
This command creates the Search directory and populates it with subdirectories and
files used by the installation program. After the tar file is expanded, change to the
Search directory:
# cd Search
NOTE
If you are installing from a remote system, the installation executes in console mode
by default (even if you do not specify the -i console option).
Press Enter.
6. The license agreement text is displayed. Continue to press Enter to scroll through
the entire agreement until you reach this prompt:
DO YOU ACCEPT THE TERMS OF THIS LICENSE AGREEMENT? (Y/N)?
To accept the terms, enter Y and press Enter. To decline, enter N and press Enter.
7. You are prompted to select the Search Product Files directory:
This is the directory where Interwoven Search 2.1.0.0 program files will be
installed.
Enter the directory for the Interwoven Search 2.1.0.0 program files:
Default Install Folder: /Interwoven/Search
ENTER AN ABSOLUTE PATH, OR PRESS <ENTER> TO ACCEPT THE
DEFAULT
Press Enter to accept the default (/Interwoven/Search) or enter a different path
and press Enter.
8. You are prompted for the name of the TeamSite server:
Enter TeamSite server host name.
TeamSite Server Host: (DEFAULT: localhost):
If you are installing search on the same system as TeamSite, press Enter to select
the default localhost value. If you are installing search on a separate system, enter
the name of the system where TeamSite is installed and press Enter.
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To enable both search and indexing, press Enter. To enable just search, enter 1 and
press Enter. To enable just indexing, enter 2 and press Enter.
10. If you did not enable search, you are prompted for information about index server
ports and the location of the shared file system. Go to step 11 and continue from
there.
If you enabled search, you are prompted for information about search server ports
and the location of the shared file system:
Enter Search server port, Search Agent main port, Search Agent callback
port and the location of shared filesystem for Index data.
Search Server Port Number: (DEFAULT: 6720):
Enter Index server port, Index Agent main port, Index Agent callback
port and location of shared filesystem for Index data.
Index Server Port Number: (DEFAULT: 6715)
Select whether to enable incremental updates and press Enter. If you enable
incremental updates, the index server automatically updates indexes to reflect any
changes submitted to an indexed branch.
13. If you did not enable incremental updates and you did not enable indexing, you are
prompted for information about the index server host and port (go to step 14), or the
installation is complete (go to step 15).
If you enabled incremental updates, you are prompted for event subsystem
information:
Enter Event Subsystem JNDI server port number. This service is
installed on the TeamSite host.
Event Subsystem JNDI Server Port Number: (DEFAULT: 3035):
Enter the event subsystem port number and press Enter. This is the same JNDI port
number that you specified in step 23 on page 53.
14. If you enabled search but not indexing in step 9, you are prompted for information
about the index server host and port:
Enter Index server host and port number.
Index Server Host Name: (DEFAULT: ):
Index Server Port Number: (DEFAULT: 6715):
Enter the name of the indexing server and the port number on which it listens for
requests from its users. Press Enter after each entry.
15. The installation program configures and installs the search program files on your
system. When the installation is finished, you are prompted to exit the installer:
PRESS <ENTER> TO EXIT THE INSTALLER:
Press Enter. It is not necessary to reboot the system following a search installation.
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Perform the following steps to install Interwoven Search using graphical mode:
1. As a non-root user on the system where you want to install the search server, run the
following command to enable root access to the X11 display:
% xhost +
2. Log in as root on the system where you want to install the search server. If you are
installing on a Solaris 10 system, you must perform the installation in a global zone.
3. Either:
Go to the Interwoven download site and download the installation file
(IWOVtssrh-sol-2.1.0.0-Build#####.tar.gz) to a temporary directory on a
local drive. This temporary directory will not be the installation directory. You
will be prompted to select the location for the program files by the installation
program. Go to step 8 and continue the installation from there.
Insert the Search installation CD-ROM. Locate the install.sh installation
program at the top level of the CD-ROM contents. Go to step 8 and continue the
installation from there.
4. From the temporary directory, uncompress and expand the
IWOVtssrh-sol-2.1.0.0-Build#####.tar.gz file by running the following
command:
# gunzip -c IWOVtssrh-sol-2.1.0.0-Build#####.tar.gz
A Search subdirectory is created, into which the contents of the search installation
package are expanded.
5. Navigate to the Search directory and execute the following command:
# ./install.sh
7. Click Next if you agree with the terms.Click Previous or Cancel if you do not agree
with the terms.
The Product Files screen is displayed prompting you for the location where you
want to install the search program files.
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8. Click Install to accept the default installation location for the search program files
(/Interwoven/Search) or click Choose to select another location.
NOTE
If you specify an alternate location for the program files (in the next step), you must
use ASCII characters.
After specifying a program file location, you are prompted for the location of the
TeamSite server.
Figure 33 TeamSite Server Host screen
9. If you are installing search on the same system as TeamSite, select the default
localhost value. If you are installing search on a separate system, enter the name of
the system where TeamSite is installed.
Click Install. The Functionality to Enable screen is displayed.
10. Enable search, indexing, or both (you must enable at least one). If you enable
search, you will be asked for information about search ports and file system in
subsequent steps. If you enable indexing, you will be asked for information about
indexing ports, file system, and incremental updates in subsequent steps.
Click Install.
If you enabled search, the Search Server Ports and Shared Filesystem Location
screen is displayed. Go to step 11 and continue the installation from there.
If you did not enable search, the Index Server Ports and Shared Filesystem Location
screen is displayed. Go to step 12 and continue the installation from there.
Figure 35 Search Server Ports and Shared Filesystem Location screen
11. Enter the port number of the search server (Search Server Port Number), the port
number on which the search server listens to its agents (Search Agent Main Port
Number), the port number on which the search server listens for callback
connections from its agents (Search Agent Callback Port Number), and the location
of the file system containing the indexes for TeamSite branches (Shared Filesystem
Location).
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The shared file system location is the directory where the search indices (or the
Verity collections, if present) are stored. Both the index server and search server
need read access to this directory. The index server also needs write access to this
directory.
The index server and search server can be installed on different machines, in which
case the folder where the collections are created needs to be a shared file system.
However, most typical installations have the index server and search server on a
single machine (a different machine from the TeamSite server). In this setup, the
shared file system location can be a directory on the index/search machine as long
as there is enough disk space available.
Depending on the type of content and the frequency of change, typical index size
can be from 10% to 35% of the backing store size after the baseline indexing. Index
size could be significantly different depending on your system configuration.
Click Install.
If you enabled indexing in step 10, the Index Server Ports and Shared Filesystem
Location screen is displayed. Go to step 12 and continue the installation from there.
If you did not enable indexing in step 10, the Index Server Host and Port screen is
displayed. Go to step 15 and continue the installation from there.
12. The Index Server Ports and Shared Filesystem Location screen appears:
Figure 36 Index Server Ports and Shared Filesystem Location screen
Enter the port number of the index server (Index Server Port Number), the port
number on which the index server listens to its indexing agents (Index Agent Main
Port Number), the port number on which the index server listens for callback
connections from its indexing agents (Index Agent Callback Port Number), and the
location of the file system containing the indexes for TeamSite branches (Shared
Filesystem Location). If you are installing the search and index servers on the same
system, the Shared Filesystem Location that you enter here should be identical to
the location you entered in step 11.
Click Install. The Enable Incremental Updates screen is displayed.
13. Select whether to enable incremental updates. If you enable incremental updates,
the index server automatically updates indexes to reflect any changes submitted to
an indexed branch. Click Install.
If you enabled incremental updates, the Event Subsystem JNDI Server Port screen is
displayed. Go to step 14 and continue the installation from there.
If you did not enable incremental updates, either the Index Server Host and Port
screen or the Install Complete screen is displayed. Go to either step 15 or step 16
and continue the installation from there.
14. The Event Subsystem JNDI Server Port screen appears:
Figure 38 Event Subsystem JNDI Server Port screen
Enter the Event Subsystem port number. This is the same JNDI port number that
you specified in step 23 on page 53.
Click Install.
If you enabled search but not indexing in step 10 on page 68, the Index Server Host
and Port screen is displayed. Go to step 15 and continue the installation from there.
Otherwise, go to step 16 and continue from there.
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Enter the name of the indexing server and the port number on which it listens for
requests from its users. Click Install.
16. The installation program configures and installs the search program files on your
system. When the installation is finished, the Install Complete screen is displayed.
Figure 40 Installation Complete screen
Click Done. It is not necessary to reboot the system following a search installation.
NOTE
If you installed Search on a separate server from TeamSite, you must add the following
entry to the last section of iw-home/cssdk/cssdk.cfg on the TeamSite server so that the
TeamSite and Search servers can communicate with each other.
search.server.host: SearchServerHostName
search.server.port: SearchServerPortNumber
search.server.maxConnectionLimit: 10
Licensing TeamSite
To license TeamSite, you must install a valid license file before or during TeamSite
installation. The TeamSite installation program validates the license during the
TeamSite installation procedure.
The TeamSite license file must be named TS.lic, and it must reside in a readable
location on the system that hosts the TeamSite server. The default location for the
TeamSite license file is iw-home/etc.
To obtain a TeamSite license file, go to the Interwoven support site license generation
page at https://support.interwoven.com/supportlogin2.asp and fill in the
following information about the system on which you are installing TeamSite:
Domain name
Host name
Product for which you are requesting a license (for TeamSite, the designation is TS)
Number of CPUs on your system
If a valid installation file is not installed on your system before you begin a TeamSite
installation, the TeamSite installation program prompts you to go to the Interwoven
support site to obtain a license. The prompt contains all the information about your
system that you need when requesting a TeamSite license. You do not need to exit the
TeamSite installation procedure to obtain and install a TeamSite license.
If the license file is valid, the word valid is displayed in the output.
The TeamSite installation program also creates a license status report file called
tsisvalid.log in iw-home/install. To update that log with license information, or
to create a new log file, issue the following command:
% tsisvalid -l path_to_log_file
If your license key is invalid, tsisvalid will print a report of possible reasons why
it was not able to validate the license.
Look for diagnostic messages in the iwserver.log and iwtrace.log files (located
by default in iw-home/local/logs.
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If Search is Installed
If Search is installed on the system that hosts TeamSite, you must:
Shut down the search and index servers before you upgrade to TeamSite 6.7.1.
After you upgrade to TeamSite 6.7.1, upgrade Search to a compatible release as
described in “TeamSite and Search Compatibility” on page 20.
Restart the search and index servers after the TeamSite and Search upgrades are
complete.
Changes to iw.cfg
The configuration of several TeamSite features is now controlled by the User Interface
Toolkit (UITK) rather than the main TeamSite configuration file iw.cfg. See the
TeamSite Release Notes for details about these features.
Upgrade Procedure
NOTE
The screens shown in this section pertain to TeamSite 6.7.1 even though some contain
the designation “6.7.0.0.”
NOTE
Do not use sudo su - to gain root access when installing TeamSite. Using sudo su
- instead of su - may cause problems with shutdown, startup, or upgrade
operations.
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This command creates the TeamSite directory and populates it with subdirectories
and files used by the installation program. After the tar file is expanded, change to
the TeamSite directory:
# cd TeamSite
If you do not use port 80 for the Interwoven Web server, users must explicitly
specify the alternate port number in the URL each time they access the
TeamSite UI.
The non-Interwoven Web server (for example, IIS)—Used to render the content
stored in the TeamSite Content Store. By default, it is assigned port 81 and
labeled Web Server. If this Web server is using a port other than 81, either it
must be reconfigured to use port 81, or you must specify the port number that it
uses in this step.
NOTE
In some earlier releases of TeamSite, port 80 was assigned to the existing
(non-Interwoven) Web server by default. At the time, this Web server rendered the
TeamSite UIs and content files.
16. Click Next to accept the default values, or edit the values and then click Next.
If any of the ports are already being used, you are prompted to either change them
by clicking Previous and returning to the Web Daemon Configuration screen, or
clicking Continue to force the busy port process to give up the port.
After selecting the ports, the Web Server screen displays.
17. Either:
Click Next to confirm that you are using an Apache Content Web Server.
The Apache Configuration window displays.
Select No and click Next (skip to step 20).
18. Press Enter to accept the default location of the Apache Web server configuration
file, or enter a different location and press Enter.
You are prompted for the location of the Apache bin directory.
19. Press Enter to accept the default location of the Apache binary files, or enter a
different location and press Enter.
You are then prompted whether to install Samba to enable Windows PCs to connect
to your Solaris TeamSite server.
20. Press Enter to accept the default (install Samba), or select No (do not install Samba)
and press Enter.
If you chose not to install Samba, skip to step 22.
If you chose to install Samba, you are prompted for a workgroup name.
21. Press Enter to accept the default workgroup name (interwoven), or enter a different
name and press Enter.
The Event Subsystem And Utility Daemon Ports screen is displayed.
22. Click Next to accept the default ports used by the event subsystem and utility
daemon, or edit the values and click Next. If you specify a port that is invalid or
busy, you are prompted to enter a different port number.
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After you select the event subsystem and utility daemon ports, the Database Type
screen is displayed.
23. Select the type of database used by the event subsystem. If you select default, the
event subsystem will store event information in a flat file rather than in a database.
It is strongly recommended that you select a database instead of default, so that
event information can be stored and processed in a higher performing and scalable
manner making use of full database functionality. If you select default, the
TeamSite Report Server License Key screen is displayed. Go to step 26 and continue
the installation procedure from there.
If you select a database rather than default, the Database Configuration screen is
displayed.
24. Enter the name of the server that hosts the event subsystem database (Database
Server Name), the port used by the database (Database Listen Port), the name of the
database as assigned by the database administrator (Database Name), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
If you selected default, oracle, or MySQL in step 23, the ReportCenter License Key
screen is displayed. Go to step 26 and continue the installation procedure from there.
If you selected mssql or db2 in step 23, the Database Drivers Directory screen is
displayed.
25. Enter or browse to the location of the drivers used by the event subsystem database.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
29. Enter the name of the system that hosts Crystal Enterprise (Crystal Enterprise Host
Name) and the directory on the Crystal Enterprise system where TeamSite reports
are stored (Crystal Reports Root Path).
Click Next. The Crystal Enterprise Report Database Information screen is
displayed.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
30. Enter the name of the database connection on the Crystal Enterprise system
(DataSourceName) and the name of the database on the Crystal Enterprise system as
assigned by the database administrator (DBName).
Click Next. The Authentication Method screen is displayed.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
31. An Information screen is displayed containing instructions for converting user and
group permissions to support the configurable roles and delegated administration
features of TeamSite 6.7.1. See Appendix C, “Migrating Roles and Permissions” for
details about this conversion, which is performed following the TeamSite
installation. Click Next to continue installing TeamSite.
If you did not configure TeamSite Reporting, an Information screen containing
post-installation configuration steps is displayed. Click Next to continue installing
TeamSite.
32. A number of configuration and module preparation steps are performed, and
program files are copied to your system. When finished, the Install Complete screen
displays. If there were any compilation errors, they are described onscreen.
33. Click Done, then reboot the system.
NOTE
It is recommended that you use the shutdown -i6 command (and not the reboot
command) to reboot the system. This command ensures that the necessary shutdown
scripts execute during rebooting. In some cases, you might see error messages
indicating that shutdown scripts were not run. You can ignore these messages if you
used the shutdown -i6 command.
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Post-upgrade Considerations
This section describes the following areas to keep in mind following an upgrade from a
pre-6.7.1 TeamSite release:
Content and Permission Migration
Configuration Files
Web Server Configuration
Workflow Roles
If you upgraded to TeamSite 6.7.1 from 6.7.0, you must manually merge the
WorkflowUser and WorkflowAdmin roles from roles.xml.example to your existing
roles.xml file. If you do not merge these roles, Workflow Modeler and related
TeamSite features will not work correctly.
TeamSite 6.7 introduced the concept of configurable roles and delegated administration.
Under this arrangement, the Author, Editor, Reviewer, and Administrator roles can be
configured to include or exclude some capabilities. Additionally, users can now have
different roles on different branches, and you can create entirely new roles with nearly
any capability for your site.
To support these new capabilities, starting with release 6.7 TeamSite uses a different
model to establish user and group permissions, roles, and group memberships. To take
advantage of these capabilities, you must migrate your existing permissions and roles to
the new model. See Appendix C, “Migrating Roles and Permissions” for details about
performing this migration.
Configuration Files
The TeamSite upgrade program does not overwrite your old configuration files. Instead,
it creates a backup (.tsupgrade.bak) version of certain files that you can use as an
archive, or use to manually integrate your customizations into the TeamSite
environment. The files include:
httpd.conf.template—The TeamSite upgrade process creates an
httpd.conf.template.tsupgrade.bak file based on httpd.conf.template. This
file contains the default contents of the previous TeamSite release, plus any custom
entries that you (or other Interwoven applications) added to the file. This file is
created in iw-home/iw-webd/conf.
An additional file, httpd.conf.template.example, is also provided starting with
TeamSite 6.7. This file resides in iw-home/iw-webd/conf.
You must manually merge any customizations from
httpd.conf.template.tsupgrade.bak into httpd.conf.template.example. You
can use diff or any file comparison utility on the new and old versions of the files
to determine the differences. You can then apply the appropriate changes to the new
file.
After merging the files, rename httpd.conf.template.example to
httpd.conf.template.
If you want to use any of the new templates that are part the 6.7.1 release, you must
manually modify your existing available_templates.cfg file to reference the new
templates.
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NOTE
Depending on which version of TeamSite was originally installed on your system,
there could be differences between the original toolkits.xml file delivered with
your previous TeamSite release and the toolkits.xml.example file delivered with
this release. Ignore any differences except those that you made to toolkits.xml.
NOTE
Do not add new or remove existing properties from search.properties.example.
Merge only the values that you previously customized in search.properties.
NOTE
The file search.private.properties was also included with TeamSite starting
with TeamSite 6.5 Service Pack 1. This file should not be modified.
2. Issue:
/etc/init.d/iw.tssearch stop (if you have not already done this)
/etc/init.d/iw.tssearch start
Several Web server configuration changes have been made starting with TeamSite 6.0.
After completing the upgrade procedure, proceed to the next chapter and perform the
Web server configuration.
Starting with TeamSite 6.1, iw-perl is based on Perl 5.8.2. Following an upgrade from a
pre-6.1 release of TeamSite, your original iw-perl directory is moved to
iw-perl.oldiw-perl.# (where # is the ID of the process performing the directory move
operation; it is possible to have multiple iw-perl.# directories if you perform multiple
upgrades). Any scripting modifications or module additions made to the original
iw-perl directory are preserved in those locations.
To restore any custom Perl scripts or modules following an upgrade from a pre-6.1
release of TeamSite, you must retrieve them from iw-perl.oldiw-perl.# and move
them back to their original location(s). You must also ensure that they are compatible
with Perl 5.8.2 standards.
If you are upgrading from TeamSite 6.1 to this release, the iw-perl directory is not
renamed, and you do not need to check for differences or merge changes.
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uninstalled in the reverse order of their installation (the most recently installed service
pack or patch must be uninstalled first, the next most recent second, and so on).
NOTE
The TeamSite and Search uninstallers rely on information in the
/Interwoven/iwinstall directory. Therefore, do not modify or remove files in that
directory.
TeamSite
If you do not have the required X11 environment or DISPLAY variable set, or if you are
uninstalling remotely, the uninstallation automatically runs in console mode.
1. Log on to your TeamSite host system as root.
2. Stop the TeamSite server with the following command:
# /etc/init.d/iw.server stop_all
Notes: The installation directory iwinstall is typically located one level up from
iw-home (/Interwoven/TeamSite by default). If you installed TeamSite in a
non-default location, locate iw-home by issuing the iwgethome command.
4. Start the uninstallation program with the following command:
# ./TeamSite
By default, the uninstall program runs in graphical mode. To specify console mode,
use the following command:
# ./TeamSite -console
NOTE
It is recommended that you use the shutdown -i6 command (and not the reboot
command) to reboot the system. This command ensures that the necessary shutdown
scripts execute during rebooting. In some cases, you might see error messages
indicating that shutdown scripts were not run. You can ignore these messages if you
used the shutdown -i6 command.
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Search
If you do not have the required X11 environment or DISPLAY variable set, or if you are
uninstalling remotely, the uninstallation automatically runs in console mode.
1. Log on to your search host system as root.
2. Stop the search server with the following command:
# /etc/init.d/iw.server stop_all
Note: The installation directory iwinstall is typically located one level up from
iw-home (/Interwoven/TeamSite by default). If you installed TeamSite in a
non-default location, locate iw-home by issuing the iwgethome command.
4. Start the uninstallation program with the following command:
# ./Search
By default, the uninstall program runs in graphical mode. To specify console mode,
use the following command:
# ./Search -console
NOTE
It is recommended that you use the shutdown -i6 command (and not the reboot
command) to reboot the system. This command ensures that the necessary shutdown
scripts execute during rebooting. In some cases, you might see error messages
indicating that shutdown scripts were not run. You can ignore these messages if you
used the shutdown -i6 command.
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Chapter 3
This chapter describes how to configure your system’s Web server after you have
installed or upgraded TeamSite. Configuration procedures for the following Web servers
are included:
Apache Web Server
IBM HTTP Server
Sun iPlanet Web Server
When the installation program configures iwwebd, the port number value also gets
recorded in the iwwebd configuration file iw-home/iw-webd/conf/iwwebd.conf as
follows:
Listen 80
Listen 443
The number values assigned to http_port and https_port in iw.cfg and iwwebd.conf
must match. (Specifying the HTTPS port is not required if you are not using HTTPS.)
The installation program also requires that you provide a default port number for the
customer Web server. The default value for this port is 81. This port number is recorded
in /etc/iw.cfg as follows (assuming the default value of 81):
[iwproxy]
customer_webserver_port=81
Content
Management
link
3. At the top of the Server Administrator, click the Content Mgmt tab. The Content
Management screen displays.
4. On the left panel of the Server Administrator, click the Additional Document
Directories link.
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Additional
Document
Directories
link
During the TeamSite installation, if you selected a location other than root (/) for iwmnt,
you must specify it in httpd.conf. For example, if you specified /var for the .iwmnt
location, the httpd.conf entry would be:
<Directory "/var/.iwmnt">
Options Indexes FollowSymLinks
AllowOverride None
Order allow,deny
Allow from all
</Directory>
Alias /iw-mount/ /var/.iwmnt/
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If your Web site uses SSIs, you must configure your Web server to use server-side
includes by specifying that it parse .shtml files. For more information on this process,
consult the NCSA server-side include tutorial at:
http://hoohoo.ncsa.uiuc.edu/docs/tutorials/includes.html
If you choose to enable VisualPreview for SSIs, you must install the redirector module
as described in the following section. The installation steps vary depending on the type
of Web server you are using.
Second entry:
Init fn="iwrewrite"
3. In the default object description, add the following NameTrans as the first
NameTrans function, preceding all others:
NameTrans fn="iwrewrite"
4. In the default object description, add the following PathCheck as the last
PathCheck function:
PathCheck fn="iwrewrite"
NOTE
On IHS servers, the system will fail if the redirector module mod_iw_ts_rewrite is
not loaded as the last module in the configuration. To avoid this, add the following
as the last entry in the httpd.conf file:
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7. Edit the end of the AddModule section of the httpd.conf file as follows:
AddModule mod_iw_ts_rewrite.c
In some cases, the URL sent by iwproxy in its request to the content Web server (also
known as the “customer Web server” and the “origin server”) does not reflect the vpath
of the underlying document in the file system. For example, the following directory
URL:
http://iis-dev.example.com:84/iw-mount/ar0/main/br0/STAGING/products/
Because this translation is done internally by the content Web server, there is no way for
iwproxy to know what vpath it should use when displaying the VisualPreview toolbar.
However, it is possible to use the plug-in interface of most Web servers to set a response
header that contains the vpath of the file actually used to serve the request. To address
this, (starting with release 6.0) includes the x-iw-ts-vpath response header. When set,
it is used by iwproxy to build a VisualPreview toolbar that references the given
(hex-escaped) vpath.
The plug-in for your content Web server that sets the x-iw-ts-vpath response header is
available as follows:
If you are using Apache or iPlanet, the required module source code is distributed
with TeamSite 6.1.
If you are using another Web server, you need to create a custom plug-in that sets
the x-iw-ts-vpath header. That response header must contain the URL-escaped,
natively encoded vpath that corresponds to the current request.
Detailed information about using these plug-ins is contained in the following sections.
NSAPI Plug-ins
Starting with TeamSite 6.0, the existing NSAPI Web server plug-ins implement the
x-iw-ts-vpath response header. If you are upgrading to TeamSite 6.7 and currently use
the NSAPI plug-in, note that for the x-iw-ts-vpath feature to work, the NSAPI plug-in
needs an additional callback registered, as documented in “Installing the Redirector
Module for iPlanet” on page 91.
Apache Plug-ins
includes two Apache modules that set the x-iw-ts-vpath response header for your
content Web server:
mod_iw_ts_vpath (for Apache 1.3)
mod_a2_iw_ts_vpath (for Apache 2.0)
There may be precompiled binaries available from Interwoven Support for common
configurations (for example, Apache 1.3.28 with mod_ssl on Solaris 2.8).
Custom Plug-ins
If you are using a content Web server other than IIS, HTTP, Apache, iPlanet, or Sun
ONE, it should be possible for you to write a custom plug-in that sets the
x-iw-ts-vpath response header. You can reference the source for each of the Apache
modules (which is only a few lines of code).
Most Web servers have some sort of “hook” for determining whether the current user is
allowed to see the requested file (that is, the file the Web server has decided to use to
service the request). The custom plug-in needs to be able to:
Determine what the mapped /iw-mount/ path is. For example:
The ISAPI (Windows) plug-in assumes that /iw-mount/ has been mapped to a
drive letter.
The Apache plug-ins run an internal subrequest in the server to find out to
which path /iw-mount/ maps.
Strip the leading /.iwmnt (or similar) from the path.
Hex-escape the vpath.
Set a response header called x-iw-ts-vpath.
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[iwproxy_remap]
extranet_branch=/main/extranet
global_default_map=/
[extranet_branch]
_docroot=/htdocs No trailing slash allowed
/icons/=/icons/
/images/=/multimedia/img/ Trailing slashes allowed
After ensuring that all _docroot trailing slashes in the [iwproxy_remap] section are
deleted, stop and restart your Web server.
NOTE
HTTPS requests redirected to the Web daemon no longer have HTTPS security.
To redirect HTTPS requests, set the following directive in the [nsapi] section of your
iw.cfg file:
redirect_https_to_http=yes
When redirection is enabled, all HTTPS requests originating from the browser and
received by the secure server’s NSAPI plugin are redirected to the web daemon. The
web daemon then sends the requests to the non-secure server just as it would any request
originating from the browser. For example, if the NSAPI plugin on the secure server
receives an HTTPS request for a file in a area such as:
https://teamsite_host/iw-mount/branch1/STAGING/bio.html
where teamsite_host specifies the host name (such as www.example.com), then the
request is redirected to the web daemon as follows:
http://teamsite_host:iwwebd_port/iw-mount/branch1/STAGING/bio.html
During the redirection process, some browsers will display a message warning that the
request is being sent to an insecure document. This is normal browser behavior. If you
see such a message, click OK to proceed.
This is an issue in the Content module of the ContentCenter Standard interface, because
if users click a workarea name (as shown) instead of the Browse link, TeamSite
navigates to the workarea in VisualPreview mode and displays the index of the Web site.
If you do not configure your Web server to redirect to an index page, most Web servers
display a 404 error. For more information, see the connection discussion at the end of
the “Customizing GUI Behavior” chapter in the User Interface Customization Guide.
Continue the initial configuration by creating at least one TeamSite client as described
in Chapter 5, “Configuring TeamSite Clients”.
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Chapter 4
Configuring Samba
The TeamSite installation program includes the option to install Samba, a network
protocol that makes it possible for PCs to mount UNIX drives as Windows networked
drives. Samba is a server-side solution that does not require client software. This makes
TeamSite easy to administer because your system administrator does not need to update
and correct issues with client computers.
To configure Samba to work with TeamSite, edit your Samba configuration file as
follows:
1. Set the following global option to grant access privileges on a user-by-user basis:
security = user
2. Add the following section to your Samba configuration file (the settings are
described in the table that follows):
[iwmain]
comment = directory main branch of TeamSite file system
public = no
create mode = 0775
force create mode = 0775
force directory mode = 0775
writable = yes
locking = no
share modes = no
preserve case = yes
short preserve case = yes
path = /iwmnt/default/main
The following table describes the directives from the [iwmain] section:
Verify that Samba is running, then continue the initial configuration by creating at least
one TeamSite client as described in the next chapter.
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Troubleshooting Samba
If Samba is not running, ensure that the version of Samba that is installed with
TeamSite provides a link between /usr/local/samba/lib/smb.conf and
iw-home/samba/lib/iw.smb.conf.
5. Start iw.samba:
% /etc/init.d/iw.samba start
After installing TeamSite and configuring your Web server, you need to configure at
least one TeamSite client. You can use either the graphical user interface or the file
system interface for client access.
To log in, you must be a TeamSite user. If you have not yet added users to TeamSite or
changed your own user status, you should do so now (see Chapter 5 of the TeamSite
Administration Guide). If you do not add users or change your own user status, you can
log in using the host system’s rootAdministrator user name and password for all user
roles.
1. To access TeamSite from a client computer, open your Web browser and enter either
of the following URLs for the ContentCenter interfaces:
http://server_hostname
http://server_hostname/iw-cc
Your client system associates different applications with different file types, so that
when you double-click on a file, it knows what application to use to open it. You will
only need to configure Local File Manager preferences for file types if they are different
from your system preferences.
For example, you may have a browser set to open HTML files in your system
preferences, but want to use a text editor to edit HTML files from TeamSite. In that
case, you would need to set preferences for HTML files in Local File Manager.
Complete the following procedure to install and configure Local File Manager.
1. Select a file to edit within TeamSite:
If you are already using an older version of LaunchPad, you are prompted to
upgrade to the new Local File Manager.
If you have not used LaunchPad before (that is, this is a new TeamSite
installation), you are prompted to install Local File Manager.
2. The File Association window displays. Unless you are familiar with DDE settings
for your editing application, it is usually safest to copy all necessary information
from an existing setting by clicking Copy From.
3. The Extensions window displays. Locate an entry that uses the editing application
that you want to use and click the extension within that entry, then click OK.
All the necessary information is copied into the File Type window.
4. Edit the Description of type and the Associated extension boxes as necessary (the
file extension must begin with a period, for example, .html, .jpg, .gif).
NOTE
You can only configure one extension per entry. For example, although you might
want to use the same editor for .htm and .html files, you must create two different
entries.
5. Click OK.
The new file type displays in the File Types window.
6. Click OK.
NOTE
Help links in both ContentCenter UIs are context-sensitive and display only information
related to the current screen. To access other topics, you can use the Contents, Index,
and Search links at the top right of each topic.
Windows Clients
The first time you access your TeamSite server from a Windows client, you may need to
mount the TeamSite server as a network drive. The following procedure describes how
to access TeamSite with:
A networked computer using Samba or a NFS client
A networked computer with FTP
To access TeamSite from Windows via Samba, use Windows Explorer to locate the
TeamSite server.
1. Click Start > Search > For Files or Folders.
2. Click the Search for other items: Computers option.
3. Type the name of the TeamSite server in the Computer Name field.
4. Click Search Now.
5. Double-click the name of the TeamSite server when it appears in the list.
The server window displays.
6. Double-click the TeamSite mount point directory (usually iwmain) and navigate
through the TeamSite directory structure to find your workarea.
Within your workarea, you can edit, move, or rename TeamSite files as you would
any other files. You can also drag and drop files and directories from your local hard
drive to directories in your workarea.
After rebooting, the client Ethernet card will use TCP/IP to send and receive network
transmissions. You will now be able to use the Windows Start > Find > Computer
utility to locate the TeamSite server.
You can also use the Advanced tab of the protocol settings to specify TCP/IP as the
default protocol binding for Windows Networking, but this solution is not as reliable
because it might be upset as network cards are changed and protocols are added and
removed.
Configuring PDC
You can configure TeamSite to use the Windows Primary Domain Controller (PDC) for
name and password authentication. This configuration eliminates the need for users to
enter their passwords manually whenever they connect to the TeamSite server.
To use the Windows PDC for authentication, modify your Samba configuration as
follows:
1. In the [global] section iw.smb.conf, modify or add the following:
# Select a Windows PDC for your password server
password server = DNS_name_of_your_PDC
# Use share level security
security = server
# Use password encryption
encrypt passwords = yes
2. Stop and restart Samba:
% /etc/init.d/iw.samba stop
% /etc/init.d/iw.samba start
NFS Clients
If you are using an NFS client, follow your program’s setup instructions to mount
/iwserver on the TeamSite server as a networked drive. If you can, you should modify
the client configuration to NFS Version 2 and turn off NFS locking (sharing) on the
client. If you do not turn off locking, operations might freeze for long periods of time.
FTP Clients
If you are using an FTP client, follow your program’s setup instructions to install the
software. Log in to the TeamSite server using your UNIX login and password and
navigate to your workarea, located at:
/iwmnt/default/main/branchpath/WORKAREA/workareaname
Macintosh Clients
NOTE
The following instructions are for Classic MacOS (pre-10.0).
To use the TeamSite file system interface for Macintosh, you need to have an
AppleShare server set up for the server that is running TeamSite as follows:
1. In the Chooser, select AppleShare.
2. Select the name of the TeamSite server. Click OK.
3. If you are asked for your username and password, enter your TeamSite username
and password, and click OK.
UNIX Clients
NOTE
UNIX client information also applies to Mac OS X, although the command syntax is
slightly different.
To access the TeamSite server using UNIX clients, log in to the TeamSite server using
your TeamSite username and password.
If you have UNIX clients that will be accessing the TeamSite file system, you can mount
the TeamSite directory, or configure the client machine to automatically mount the file
system at boot time.
Alternatively, you can mount a subdirectory of iwserver, for example, a specific branch
or workarea. To mount a workarea, issue the following commands:
% mkdir /iwmnt
% mount -overs=2
servername:/iwserver/default/branchpath/WORKAREA/workareaname /iwmnt
where servername is the name of the server on which TeamSite is running, branchpath
is the path of the branch your workarea is on (for example, main/intranet), and
workareaname is the name of your workarea.
To set up a Solaris client (including the TeamSite server itself) to mount the TeamSite
directory at boot time, edit the /etc/vfstab file to include the following line:
servername:/iwserver - /iwmnt nfs - yes vers=2,bg
To set up an AIX or Linux client (including the TeamSite server itself) to mount the
TeamSite directory at boot time, edit the /etc/filesystems or etc/fstab, respectively.
After configuring client access, transfer your content files into TeamSite as described in
the next chapter.
FormsPublisher Clients
TeamSite FormsPublisher requires the installation of the VisualFormat software on
client systems when VisualFormat is used for formatting text areas. When a user on a
client system opens a data capture form that contains a VisualFormat field, they are
prompted to install VisualFormat by clicking Install. After clicking Install, they need to
respond Yes in the security warning dialog boxes to complete the installation.
The TeamSite installation program automatically creates the main branch. It contains a
staging area and an empty initial edition. Before you start using TeamSite for
production, you must transfer your content files into TeamSite.
Populating TeamSite with your content involves the following general steps. Detailed
procedures for each step are in the sections that follow.
Creating a Content Store
Creating a Subbranch
Creating a Workarea
Populating the Initial Workarea
Submitting Files to the Staging Area
Publishing an Edition
The procedures described in this chapter use the ContentCenter Professional interface.
A table showing the equivalent commands for the WebDesk Pro interface is on
page 139, and an introduction to ContentCenter is on page 118.
Up to eight Content Stores are supported for each TeamSite server. These Content
Stores can be located on different file systems, local to the TeamSite server machine.
Dividing your existing Content Store into multiple Content Stores (possibly on different
file systems) enables you to simplify data management, including faster data backup. It
also avoids having your Content Stores grow to unmanageable sizes.
NOTE
You can migrate data to your new stores any way you choose, but the data between the
stores is completely independent and may not be migrated to other stores using
inter-branch copying. Copies remain branch-specific and cannot be used at the Content
Store level.
Content Stores which are named using multibyte characters must be created by editing
the iw.cfg file. For detailed information, see “Defining Content Stores in the iw.cfg File”
on page 111.
To define Content Stores by editing the iw.cfg file, complete the procedure described in
the next section. To create Content Stores using the iwstoreadm CLT, complete the
procedure described in “Creating Content Stores using a CLT” on page 113.
Editing the iw.cfg file defines Content Stores with entries in the [iwserver] section of
the iw.cfg file. This procedure:
Accepts multibyte characters for the store name (though the path to the store must
use ASCII characters).
Another alternative is to use the iwstoreadm CLT, which creates and activates new
Content Stores when issued with the -a option. This procedure:
Accepts ASCII characters for store names.
Creates the new Content Store in the default location (typically /local/iw-store).
Does not allow for a descriptive comment to be added to the Content Store.
As previously mentioned, the advantages of defining Content Stores in the iw.cfg file
include the ability to use multibyte characters in store names and to locate the Content
Store in a directory other than /local/iw-store.
User-defined Content Stores that are named using multibyte characters must have a
corresponding entry in the iw.cfg file. While the name of the Content Store can be
defined in multibyte characters, the Content Store location must be defined using ASCII
characters. All Content Store data is stored in UTF-8 encoding.
Complete the following procedure to create Content Stores defined in the iw.cfg file:
1. Ensure that you are logged in as the user root and that root has the Master role
enabled in iw-home/conf/roles/tsusers.xml.
2. Open the iw.cfg file in a text editor. By default, the iw.cfg file is located in
/etc.
3. If you are using multibyte characters for the store name, specify the encoding of
your iw.cfg file by creating the following entry as the first line in the file—it must
be the first line or it will be ignored.
[iwcfg]
encoding=locale_name
where locale_name is one of the following locales:
iso-8859-1 (German)
euc-jp (Japanese)
shift-jis (Japanese)
For example:
[iwcfg]
encoding=shift-jis
NOTE
The locale entry must match the encoding of your text editor. Refer to the TeamSite
Administration Guide for details about text editor encodings.
4. Append the following entry to the [iwserver] section to define additional Content
Stores:
store_directory_store_name=absolute_path_to_backing_store
For example:
store_directory_salesAsia=/local/salesAsia
NOTE
The absolute_path_to_backing_store must be in ASCII while the store_name
and the optional descriptive_comment (described in step 5) can be in high-ASCII
or multibyte characters.
5. Optionally, add a comment to the [iwserver] section below the Content Store you
just defined:
store_comment_store_name=descriptive_comment
For example:
store_comment_salesAsia=Store for Demo
9. Run the iwstoreadm CLT with the -l option to list all active Content Stores:
% iwstoreadm -l
NOTES
You can repeat the procedure to create any number of Content Stores, but you can
only have eight active at one time.
When using multiple Content Stores, you cannot relocate Content Stores (iw-store)
by editing the /etc/defaultiwhome file.
You can edit the store_directory_storename entries to move Content Stores
defined in iw.cfg.
The following procedure describes the creation of Content Stores from the command
line using iwstoreadm. It also describes viewing the newly created Content Stores in the
command window.
1. Ensure that you are logged in as the user root and that root has the Master role
enabled in iw-home/conf/roles/tsusers.xml.
2. Issue the iwstoreadm -a store_name command to create a new store. For example:
% iwstoreadm -a store1
All Content Stores (including the system-generated default) contain a Main branch that
contains a staging area, edition, and workarea:
Creating a Subbranch
Interwoven recommends that all development take place on subbranches. The main
branch is not usually used for development for several reasons. First, it requires a user
with Master privileges to administer. In addition, if you are using TeamSite to develop
multiple Web sites, development of one Web site on the main branch and other Web
sites on subbranches may create a false hierarchy of branches—the subbranch does not
necessarily have any relationship to the parent branch.
c. If you want to assign the branch to someone else, change your username (which
displays by default in the Owner field) to the owner’s name.
d. If you want this branch to have multiple Administrators, select Add Group in
the Sharing field and type the name of the group who will be able to administer
this branch in the Group box.
The Administrator(s) of this branch can create workareas and subbranches. For
more information on Administrator privileges, see Chapter 5 in the TeamSite
Administration Guide.
e. Select the type of locking to be used on this branch.
f. In the Based On field, enter the name of the edition to be used as a starting
point. The edition must be from the parent branch.
g. Click OK.
Your newly created branch will contain no workareas, one staging area, and one empty
edition called INITIAL.
You can also use the iwmkbr command-line tool to create a new branch (see the TeamSite
Command-Line Tools manual for details).
Creating a Workarea
To create a workarea using ContentCenter Professional:
1. Click the name of the subbranch you just created to navigate into the branch.
2. From the Branch view where you want to create the new workarea, click the New
Workarea link.
Because there is only an empty edition on this branch, TeamSite creates an empty
workarea.
3. Complete the form that displays in the right pane:
a. Type the name you want to give the workarea in the Name field.
Avoid using spaces and punctuation characters in workarea names. Workarea
names should consist only of alphanumeric characters, hyphens, and
underscores.
b. Add any comments in the Description box.
c. Type the username of the workarea’s owner in the Owner box.
d. If you want a group to be able to share this workarea, select Group in the
Sharing field and type the name of the group in the Group box. If you want this
workarea to be private, so that only the owner can modify files in it, leave the
default group (None) selected.
e. Type or browse to the edition to use as the basis for the workarea.
f. Click OK.
You can also use the iwmkwa command-line tool (see the TeamSite Command-Line Tools
manual for details).
where branchname is the name of the newly created subbranch and workareaname is
the name of the newly created workarea on the subbranch.
When copying files, use tar to maintain file permissions and timestamps (that is,
make a tar file of your content, copy the file into the workarea, then untar the file).
3. Navigate to the workarea and ensure the file permissions are correct before
submitting the files to the staging area; if not, set permissions on the content files.
Use chown and chgrp to limit access to files by changing the owners and groups for
these files. For more information on the chown and chgrp commands, consult a
UNIX reference manual.
Because TeamSite considers a change in permissions to be a change in the file,
TeamSite stores a new version of the file when you change its permissions (new
versions are created at the time files are submitted to the staging area). If you wait to
set permissions until after your files have been imported into a workarea and
submitted to the staging area, you can create a large number of extra versions and
unnecessarily clutter each file’s version history. To avoid creating unnecessary
versions, set permissions immediately after you populate the workarea (but before
you submit the files). You can create a submit filter to automate this process (see the
TeamSite Administration Guide) if you do not want to set permissions manually.
To submit the contents of your workarea to the staging area using ContentCenter
Professional:
1. Click the Workarea name to show the files and directories in the workarea.
2. Depending on how long the list of files and directories is, you might have to click
the All link at the bottom of the screen to ensure that all files and directories are
displayed. If you want to select all displayed files and directories, check the box
next to Name in the column headings.
You can also use the iwsubmit command-line tool to submit files to the staging area (see
the TeamSite Command-Line Tools manual for details).
Publishing an Edition
Publishing an edition creates a snapshot of the staging area at the time of publication.
These editions can be used as checkpoints. As part of your initial installation process,
you should create an edition to record the state of your content at the time that you
installed TeamSite. You can use this edition as the basis for the other workareas you
create on this branch.
To create a new edition from the contents of the staging area using ContentCenter
Professional:
1. From the Branch view, click the New Editions link.
2. Complete the form that displays in the right pane.
a. Enter the name of the edition.
b. Enter any comments you have in the Description field.
c. Click OK.
You can also use the iwpublish command-line tool to publish an edition (see the
TeamSite Command-Line Tools manual for details).
Displaying Workareas
Some modules in the ContentCenter interfaces display a list of workareas. This list of
workareas includes:
Workareas owned by the current user.
Shared workareas of which the current user is part of the sharing group.
For example, the following graphic shows the branch name: workarea name format
used in the New Forms module of ContentCenter Standard (note that it is used in the
drop-down menu and in the listing in the background):
Refer to the TeamSite User Interface Customization Guide for information about
changing the default configuration.
When your content Web server forwards directory requests to files, iwproxy will
need assistance to follow this forwarding (as described in “Web Server Plug-ins and
VisualPreview” on page 93). Failure to do this will result in the correct page being
displayed, but with VisualPreview acting like it is pointing at a directory (as shown
in the graphic). In ContentCenter Standard, VisualPreview displays a warning that it
could not follow the browser forward.
NOTE
Instead of reconfiguring iwproxy, you can redefine the underlying links that invoke
VisualPreview as described in the TeamSite User Interface Customization Guide.
In pre-6.0 versions of TeamSite, all sample templates were enabled for all branches and
a check was performed to ensure the form existed in the branch. Starting with TeamSite
6.0, you must modify your templating.cfg file to specify which templates are
available on each branch. Failure to do this will result in templates that are not available
for a workarea being displayed in the New Forms module. For detailed information
about configuring branch-specific forms, refer to the TeamSite Administration Guide.
The files listed in the Work In Progress module look similar to the following graphic:
For detailed information about adding specific files to the Work In Progress module,
refer to the online help.
Displaying My Tasks
The ContentCenter Tasks module displays the following types of tasks:
My Tasks—Active user tasks owned by the current user.
Group Tasks—Active group tasks assigned to a group that the current user belongs
to, and which no other user has yet taken ownership of.
For detailed information about assigning and completing tasks, refer to the online help.
Additionally, the My Local Files Setting dialog is available from the following URL:
http://server_name/iw-cc/localfilemgrsetup. To enable ContentCenter Standard
users to configure their own editing applications, you could:
Provide them with this URL.
Create a custom online help “How Do I” entry that references the URL. Creating
custom help entries is described in the TeamSite User Interface Customization Guide.
When invoking workflow CGI tasks, ContentCenter Standard, by default, displays the
CGI interface in the same browser window (that is, it does not launch a new browser
window). In previous TeamSite releases, CGI tasks were opened in a new window,
which was closed at the end of the user-interaction with the CGI. You can edit your
CGIs to display in a new window when using ContentCenter Standard.
A CGI can determine which ContentCenter interface in was invoked from by reading
the window.opener Javascript object:
If the value is not null, it has been opened in ContentCenter Professional.
If the value is null, it has been opened in ContentCenter Standard.
Edit the CGI so that when it is invoked in ContentCenter Professional, it closes the
window and when it is invoked from ContentCenter Standard, it forwards to the
workflow feedback URL command.
For more information about the workflow feedback URL, refer to the TeamSite User
Interface Customization Guide.
Link to VisualPreview
Editing
Variables that cannot be
customized or changed
NOTES
In both ContentCenter interfaces, if the task does not contain a value for the
specified variable, a read-only job variable value displays (if it exists).
In ContentCenter Standard (as shown), task variables are read-only.
In ContentCenter Professional, task variables can be edited.
You can customize which task variables are displayed in the Task Details screen using
the User Interface ToolKit (UITK). Refer to the TeamSite User Interface Customization
Guide for information about customizing task variables.
ContentCenter Standard users having the Editor, Administrator, or Master role(s) may
have a conflicting submit task in their Task list. Because the ContentCenter Standard
interface does not enable users to resolve conflicts, these users must use ContentCenter
Professional to resolve any conflicts.
NOTE
There is no Submit Direct functionality in ContentCenter. TeamSite Editors,
Administrators, and Masters are presented with a submit workflow that has no approval
step.
After a user selects a workflow, the workflow instantiation screen displays inside a
wizard. The workflow instantiation screen displayed in ContentCenter Standard and
ContentCenter Professional are similar, but not identical.
The TeamSite installation program creates a UI daemon user called iwui to restrict
access to the session cookie encryption password stored in
iw-home/private/etc/passphrase. The UI daemons (iwwebd and iwservletd) and
iwproxy must be able to read the password to issue and validate session cookies.
Currently, iwwebd and iwservletd run as iwui, and iwproxy runs as root. The iwui
user has no privileges except for being able to read the passphrase file:
-r------- 1 iwui adm 94 Aug 1 16:20 /usr/iw-home/private/etc/passphrase
By default, is assigned the next available user ID (UID) by the installation program:
Creating Interwoven TeamSite UI Daemons User (iwui)...
Please choose a UID for the new user, or press <Enter> to accept the
next available UID.
Configuring Application
Servers
This appendix describes how to configure the IBM WebSphere and BEA WebLogic
application servers to deploy Web applications such as TeamSite ContentCenter and
Event Subsystem. Procedures are divided into sections depending on whether the
procedure pertains to a specific Web application or to the application server in general.
Overview
Many TeamSite features rely on the proper deployment of Web applications. For
example, TeamSite’s ContentCenter user interfaces are defined by the content_center
Web application residing in iw-home/httpd/webapps. Likewise, Interwoven Search and
TeamSite ReportCenter may require the deployment of the eventsubsystem Web
application, which also resides in iw-home/httpd/webapps.
By default, TeamSite uses the Apache Tomcat Web application server to serve up
content_center, eventsubsystem, and all other Web applications. Tomcat is installed
automatically when TeamSite is installed.
NOTE
This appendix assumes that the WebSphere or WebLogic application server has already
been purchased from the relevant vendor and installed on your system. This appendix
discusses only how to configure these application servers to deploy the TeamSite
ContentCenter and Event Subsystem Web applications.
Release Compatibility
TeamSite 6.7 is compatible with the following application servers (in addition to
Apache Tomcat):
IBM WebSphere 6.1
BEA WebLogic 9.2
NOTE
The application server must reside on the same system that hosts the TeamSite server.
ContentCenter
Perform the following steps to deploy the content_center Web application through
WebSphere or WebLogic. Unless otherwise noted, each step applies to both WebSphere
and WebLogic.
1. Ensure that the TeamSite installation was successful by accessing it through one of
the ContentCenter interfaces. Enter the following URL in a browser. If the TeamSite
installation was successful, the default ContentCenter login page appears in the
browser.
http://hostname/iw-cc
2. On the system hosting the TeamSite server, navigate to the following directory:
iw-home/httpd/webapps/content_center
WebSphere:
You might need to navigate through the administration console as follows to make
the changes described below:
Servers > Application Servers > server1
Java and Process management > Process Definition > Java Virtual Machine
a. Using the administration console, update the Generic JVM Arguments field of
the server to include:
-Dcssdk.cfg.path=iw-home/cssdk/cssdk.cfg
-Diw_ssl_cert.dir=iw-home/servletd/conf/ssl_cert
-Dlog100.iwlogs=iw-home/local/logs
-Dcssdk.ssl.key.location=iw-home/servletd/conf/ssl_cert
-Diw_utild_client_cfg.path=iw-home/servletd/conf/iwutild_client.cf
g
b. Using the administration console, update the Classpath field of the server to
include:
iw-home/tools/java/jre/lib/endorsed/xercesImpl.jar
iw-home/tools/java/jre/lib/endorsed/xalan.jar
iw-home/servletd/common/lib/commons-el.jar
9. Change the port of the application server so that it is started on port 8080:
WebLogic: Based on your configuration, you might need to change config.xml so
that ListenPort is set to 8080. Or, as an alternative, change the servlet_port entry
in the [teamsite_servlet_ui] section of iw.cfg so that it matches the ListenPort
setting of the application server.
WebSphere: Based on your configuration, you might need to change the following
files in the relevant locations so that the application server is started on port 8080:
cell location/config/cells/cellname/nodes/nodename/serverindex.xml
cell location/config/cells/cellname/virtualhosts.xml
Or, as an alternative, change the servlet_port entry in the [teamsite_servlet_ui]
section of iw.cfg so that it matches the ListenPort setting of the application server.
10. Start the application server and test it by accessing the ContentCenter interface
through a browser:
http://hostname/iw-cc
security.provider.1=com.ibm.jsse2.IBMJSSEPProvider2
security.provider.2=com.ibm.jsse.IBMJSSEPProvider
security.provider.3=com.ibm.cypto.provider.IBMJCE
Depending on your system configuration, this step might be necessary because the
IBM JSSE implementation does not support TrustManager, which implements rules
for certificate chain path validation starting in Java v1.4.2. The IBMJSSEProvider2
implementation provides the necessary TrustManager support. For more
information, see:
http://www-128.ibm.com/developerworks/java/jdk/security/142/secguides/
securityguide.win64.html.
Event Subsystem
Perform the following steps to deploy the eventsubsystem Web application through
WebSphere or WebLogic. Unless otherwise noted, each step applies to both WebSphere
and WebLogic.
1. On the system hosting the TeamSite server, navigate to the following directory:
iw-home/httpd/webapps/eventsubsystem
3. Copy the relevant Web application to the deployment directory of the application
server of choice as follows. Depending on whether WebSphere or WebLogic is
used, there are existing administration tools that deploy applications. Refer to the
documentation for each application server for details.
WebLogic:
Copy the eventsubsystem directory from the iw-home/httpd/webapps directory to
the deployment directory of the application server.
WebSphere:
a. Execute the following command to create an eventsubsystem-as.war Web
application in the parent directory. This command assumes that you are
currently in iw-home/httpd/webapps/eventsubsystem, and that the parent
directory is iw-home/httpd/webapps.
jar cf ../eventsubsystem-as.war .
b. Copy the eventsubsystem-as.war Web application from the
iw-home/httpd/webapps directory to the deployment directory of the
application server.
4. Modify the startup script of the application server.
WebLogic:
a. Based on your startup script, add the options shown below in bold font (starting
with -Djava.library.path and ending with -Dlog100.iwlogs) to the startup:
%JAVA_HOME%/bin/java %JAVA_VM% %MEM_ARGS%
%JAVA_OPTIONS% -Djava.library.path=iw-home/cssdk:iw-home/lib:
bea_home/weblogic81/server/bin
-Diw_utild_client_cfg.path=iw-home/servletd/conf/iwutild_client.cf
g
-Dcssdk.cfg.path=iw-home/cssdk/cssdk.cfg
-Diw.client.config.path=iw-home/servletd/conf
-Dcssdk.ssl.key.location=iw-home/servletd/conf/ssl_cert
-Diw_ssl_cert.dir=iw-home/servletd/conf/ssl_cert
-Dlog100.iwlogs=iw-home/local/logs
-Dweblogic.Name=%SERVER_NAME%
-Dweblogic.ProductionModeEnabled=%WLS_PRODUCTION_MODE%
-Djava.security.policy="%WL_HOME%/server/lib/weblogic.policy"
%SERVER_CLASS%
WebSphere:
You might need to navigate through the administration console as follows to make
the changes described below:
Servers > Application Servers > server1
Additional Properties > Process Definition
Additional Properties > Java Virtual Machine
a. Using the administration console, update the Generic JVM Arguments field of
the server to include:
-Dcssdk.cfg.path=iw-home/cssdk/cssdk.cfg
b. Using the administration console, update the Classpath field of the server to
include:
iw-home/tools/java/jre/lib/endorsed/xalan.jar
iw-home/tools/java/jre/lib/endorsed/xercesImpl.jar
iw-home/httpd/webapps/content_center/WEB-INF/lib/serverutils100.ja
r
iw-home/httpd/webapps/content_center/WEB-INF/lib/commons-collectio
ns-2.1.1.jar
iw-home/httpd/webapps/content_center/WEB-INF/lib/log4j.jar
iw-home/httpd/webapps/content_center/WEB-INF/lib/log4j-1.2.13.jar
iw-home/httpd/webapps/content_center/WEB-INF/lib/dom4j.jar
iw-home/cssdk/cssdkiface.jar
iw-home/cssdk/cssdkjni.jar:.
5. Before running the script to start the server, make sure that the following paths are
added to the library path for the relevant application server:
iw-home/cssdk/:iw-home/lib
6. Change the port of the application server so that it is started on port 8080:
WebLogic: Based on your configuration, you might need to change config.xml so
that ListenPort is set to 8080. Or, as an alternative, change the servlet_port entry
in the [teamsite_servlet_ui] section of iw.cfg so that it matches the ListenPort
setting of the application server.
WebSphere: Based on your configuration, you might need to change the following
files in the relevant locations so that the application server is started on port 8080:
cell location/config/cells/host/nodes/host/servers/servername/
server.xml
cell location/config/cells/host/virtualhosts.xml
3. Locate the line that reads echo "Interwoven Servlet Engine starting ..." (at
or near line 169).
4. Delete the line shown in step 3 and the subsequent lines up to, but not including, the
line that reads echo "$MYNAME: ---------- STARTED: `date`" 1>>$IWLOGFILE
2>&1). Approximately 18 lines will be deleted.
NOTE
This script is an internal script so changes may be overwritten by an upgrade or service
pack.
The following table contains the menu items from WebDesk Pro and one or more
corresponding procedures in ContentCenter Professional. It is intended for TeamSite
Administrators (not to be confused with users configured with the Administrator role
within TeamSite) who are familiar with basic TeamSite administration functionality
from earlier releases. If you are new a TeamSite administrator, you can use this table in
conjunction with the TeamSite Administration Guide and the online help to configure
workareas, and import and manage files.
NOTE
There may be additional ways to accomplish the same task that are not shown in this
table.
TeamSite 6.7 introduced the concept of configurable roles and delegated administration.
Under this arrangement:
The out-of-the-box Author, Editor, Reviewer, Administrator, and Master roles can
be configured to include or exclude some capabilities.
Users can have different roles on different branches.
You can create entirely new roles with nearly any capability for your site.
See Chapter 5, “Defining Users and Roles,” in the TeamSite Administration Guide for
more information about roles starting with TeamSite release6.7.
To support these new capabilities, TeamSite 6.7 and later releases use a new model to
establish user and group permissions, roles, and group memberships. Before you can use
TeamSite 6.7 or later, you must migrate your existing permissions and roles to the
TeamSite 6.7 model.
Migration Overview
If you are upgrading from a pre-6.7 TeamSite release, migration to the TeamSite 6.7
model falls into two main categories: steps invoked automatically by the TeamSite
installation program starting with release 6.7, and steps that you must perform manually
following a TeamSite 6.7 or later installation. The following sections describe these
categories in more detail. See the subsequent section “Migration Procedure” for details
about performing the migration.
NOTE
Migration cannot be undone after it has been performed. Therefore, if you think that you
might need to revert to a pre-6.7 TeamSite release, you should back up all of your
Content Stores, TeamSite roles files, and TeamSite configuration files and store them in
a location that is not affected by the migration.
If users and roles are defined in the pre-6.7 release by .uid files in the
iw-home/conf/roles directory, that information is read and recorded in
iw-home/conf/roles/tsusers.xml in the 6.7 or later release. If users and roles are
defined in LDAP (rather than in .uid files) in the pre-6.7 release, that information is
read and recorded in iw-home/conf/roles/tsldapuserscache.xml in the 6.7 or later
release. After TeamSite 6.7 or later is installed and started, this file is updated regularly
based on the entries in LDAP. See the to documentation for the iwldapuserscache CLT
in TeamSite Command-Line Tools for more information.
Users having the Master role have the ismaster attribute set to true in tsusers.xml or
tsldapuserscache.xml.
NOTE
It is also possible to generate the manifest file as a separate, pre- or post-migration step
without actually completing the migration. This scenario lets you examine the manifest
file before or after the migration to help determine the migration’s implications. You can
also edit the manifest file prior to finishing the migration to customize permissions and
roles before they are implemented. If you edit the manifest file, you can specify that it
be used as input when the final migration step executes. See the iwaccessmigrate
documentation in TeamSite Command-Line Tools for more information.
Migration Procedure
The following steps describe how to migrate pre-6.7 TeamSite permissions and roles to
the TeamSite 6.7 model. Perform these steps after the TeamSite 6.7 or later installation
program finishes and after you have rebooted the system. The steps described here
assume that the portions of the migration invoked automatically by the TeamSite 6.7
installation program have already executed, and that the TeamSite server (iwserver) is
running.
1. Issue the iwstat CLT to verify that the TeamSite 6.7 or later server is running and
to see which Content Stores are active and inactive:
# iwstat
It is possible to perform the migration when some Content Stores are active and
others are inactive, but this is not a recommended or supported practice. Only active
Content Stores can be migrated. Performing a second migration for Content Stores
that were inactive at the time of the original migration and were activated after the
fact is not a supported or documented procedure. If you need to perform the
migration while one or more Content Stores is inactive, it is highly recommended
that you contact an Interwoven representative prior to invoking the
iwaccessmigrate CLT to finish the migration.
2. Ensure that no users or programs attempt read or write operations on the content
store(s) for the rest of this migration procedure. For example, make sure that no
users, workflow jobs, background tasks, or cron jobs are able to access the content
store(s).
3. Run the iw-home/bin/iwaccessmigrate CLT:
To complete the entire migration with no further interim steps, issue the
command with no options. When iwaccessmigrate executes, it generates the
accessresults.xml manifest file in iw-home/local/logs and implements the
migration with no further interaction from you:
# iwaccessmigrate
4. In some pre-6.7 TeamSite releases, it was possible to customize roles using the UI
Toolkit. Any such custom roles were captured in roles_custom.xml. To migrate
these custom roles to the TeamSite 6.7 model, execute the following command:
# iw-home/install/migrate_customtk.ipl
F J
file system interface JavaScript 101
and FTP 103
network connection 17 L
using 17
files license keys
install log 33 troubleshooting 72
iwinstal_log.log 33 loading content 109
log 38 Local File Manager
parsing .shtml 91 about 103
submitting to the staging area 117 installing 103
TeamSite log 38 locations
TeamSite.bin 84 default program files 25
FTP locking model 116
and the file system interface 103 log files 38
clients, using 105
connecting to the TeamSite server 17 M
MIME types, configuring 92
H moving
High Availability backing stores 113
about 129, 139 multibyte characters
HTTPS requests, redirecting 95 in backing store names 111
I N
IBM HTTP Server 87 NetBEUI 104
incremental updates 61 network drive 103
initial edition 116 network file system 17
NFS
inode requirements 17
and the file system interface 17
install log location 33
installing clients 103, 105
FormsPublisher 19 server mount point 88
required access for 28, 33, 44, 61, 65 nobody 127
required information 28 notation conventions 11
search 61, 65
TeamSite 32 P
internationalization parsing .shtml files 91
text editor encoding 111 passwords
iPlanet web server enabling plain-text 104
aliases 95 Windows encrypted 104
configuring 87 pcnfsd
iw.cfg installing 39, 52, 76
activating change to 112 introduced 17
encoding of 111 port 80 75
iw-home port number
about 25 http server 75
iw-mount alias 88 web server 76
iwreset 112 ports
iwservletd 127 HTTP server 48
iwsessionkeygen 127 Interwoven Web Daemon 49
iw-store directory, backing up 74, 83 proxy 38
iwstoreadm 113 servletd 38
iwui user 127 web server 37, 38, 49, 87
iwwebd 127
workareas
creating 116
naming conventions 116
populating 117
private 116
shared 116
submitting to the staging area 117