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WorkSite Web
Components Server
Installation Guide
Version 9.0
Document Revision 3
June 2014
Copyright Notice
Notice
This documentation is a proprietary product of HP Autonomy and is protected by copyright laws and international treaty. Information in this
documentation is subject to change without notice and does not represent a commitment on the part of HP Autonomy. While reasonable efforts
have been made to ensure the accuracy of the information contained herein, HP Autonomy assumes no liability for errors or omissions. No liability
is assumed for direct, incidental, or consequential damages resulting from the use of the information contained in this documentation.
The copyrighted software that accompanies this documentation is licensed to the End User for use only in strict accordance with the End User
License Agreement, which the Licensee should read carefully before commencing use of the software. No part of this publication may be
reproduced, transmitted, stored in a retrieval system, nor translated into any human or computer language, in any form or by any means,
electronic, mechanical, magnetic, optical, chemical, manual or otherwise, without the prior written permission of the copyright owner.
This documentation may use fictitious names for purposes of demonstration; references to actual persons, companies, or organizations are
strictly coincidental.
Acknowledgements
RSA Data Security, Inc. MD5 Message-Digest Algorithm; zlib general purpose compression library, Jean-loup Gailly and Mark Adler; Info-ZIP,
more information at ftp://ftp.info-zip.org/pub/infozip/license.html; HTML-to-RTF Pro DLL 1.8 2002-2007 SautinSoft.
June 2014
Contents
Figures .......................................................................................................................... 7
Tables ............................................................................................................................ 9
About This Book ......................................................................................................11
Documentation Updates............................................................................................11
Conventions ..............................................................................................................13
Notational Conventions ......................................................................................13
Command-line Syntax Conventions ...................................................................14
Notices ..............................................................................................................15
Related Documentation.............................................................................................16
HP Autonomy Product References ...........................................................................16
HP Autonomy Customer Support ..............................................................................16
Contact HP Autonomy ..............................................................................................17
Document Revision History .......................................................................................18
Chapter 1
Introduction .............................................................................................................. 19
Overview ..................................................................................................................19
WorkSite Web Architecture ......................................................................................19
WorkSite Web Applications ......................................................................................23
WorkDocs ..........................................................................................................23
WorkSite Web ....................................................................................................23
Document Management and Collaboration Features ..................................24
Portal Capability ..........................................................................................25
WorkSite for SharePoint ....................................................................................25
Feature Comparison ................................................................................................26
Installation Checklist ................................................................................................27
Contents
Chapter 2
System Requirements .......................................................................................... 29
Overview ................................................................................................................. 29
Plan your Installation ............................................................................................... 30
Hardware Requirements ................................................................................... 30
Software Requirements ..................................................................................... 30
WorkSite Web Components Server ............................................................ 30
Client Machines .......................................................................................... 31
Chapter 3
Before You Install .................................................................................................. 33
Overview ................................................................................................................. 34
Install and Configure SQL or Oracle Server ............................................................ 34
Install and Configure WorkSite Server 9.0 ............................................................... 34
Designate a Web Database .............................................................................. 35
Add Users and Create Groups and Roles on WebDB ....................................... 35
Secure the WebDB ........................................................................................... 39
Hide the WebDB ............................................................................................... 39
Preliminary Steps Before Installing WorkSite Web Components Server .................. 40
Windows Server 2008 R2 and Windows Server 2008 (IIS 7 or 7.5) .................. 40
Backward Compatibility with IIS 6 ............................................................... 40
Windows Server 2012 and Windows Server 2012 R2 (IIS 8.0) ......................... 42
Before Installing WorkSite Web for SharePoint ....................................................... 46
Complete the System Information Checklist ............................................................ 47
Chapter 4
Install WorkSite Web ............................................................................................ 49
Overview ................................................................................................................. 49
Install or Upgrade WorkSite Web Components Server ............................................ 50
New Installations ............................................................................................... 50
Existing Installations ......................................................................................... 50
Customized Installations ................................................................................... 52
Install WorkSite Web Components Server ........................................................ 52
Silent Installation ............................................................................................... 54
Repair or Remove the Installation ........................................................................... 54
Initial Log in to WorkSite Web .................................................................................. 55
Log in to WorkSite Web .................................................................................... 55
Log in to WorkSite Web for SharePoint ............................................................. 56
Contents
Chapter 5
Configure WorkSite Web ..................................................................................... 59
Overview ..................................................................................................................59
Access the Manage Options ....................................................................................60
Configuration Options ..............................................................................................61
User Profiles and Groups ..................................................................................61
Send Notifications ..............................................................................................61
Hide Security Settings from External Users .......................................................61
Localization and Regional Settings ....................................................................62
Support for English and a Regional Language ............................................62
Set Date Format in Regional Languages .....................................................63
WorkSite Session Timeout Interval ....................................................................63
Trusted Login .....................................................................................................64
Update Client-Side Settings for Trusted Login .............................................64
Chapter 6
Install and Configure Optional Features ....................................................... 65
Overview ..................................................................................................................65
Install and Configure SMTP .....................................................................................66
Install SSL Support ..................................................................................................66
Verify SSL Support ............................................................................................67
Troubleshooting .................................................................................................67
Configure Single Sign-On (SSO) ..............................................................................67
Configure Single Sign-On Using ADFS 1.0 or 2.0 ....................................................69
Install Integration Mode ............................................................................................70
Register the IWL Protocol ..................................................................................71
Optional Verification Steps ..........................................................................72
Multi-Browser Support ..............................................................................................72
Select an Upload or Download Control ..............................................................72
Enable APA Integration in WorkSite Web ................................................................73
Appendix A
Troubleshooting ......................................................................................................75
Overview ..................................................................................................................75
Confirm WorkSite Web Settings in IIS ......................................................................76
WorkSite Properties ...........................................................................................76
Disable Anonymous Access in Firefox Browser .................................................78
Allow ASP.NET 2.0 Web Service Extension ............................................................79
WorkSite Web Directory Permissions .......................................................................79
Contents
Appendix B
System Information Checklist............................................................................ 81
Obtain System Information for Installation ............................................................... 81
Appendix C
WorkSite Web Configuration Checklist .......................................................... 83
Set User Options ..................................................................................................... 83
Global Options ......................................................................................................... 84
User Interface Options ...................................................................................... 85
WorkSpace Notification Options ........................................................................ 85
User Notification Options .................................................................................. 85
Event Notification Options ................................................................................. 86
Task Notification Options .................................................................................. 86
Application Settings Options ............................................................................. 87
User Settings Options ....................................................................................... 87
Document Settings Options .............................................................................. 88
Event Categories Options ................................................................................. 89
Web Access Management Options ................................................................... 89
HTML Export Settings Options .......................................................................... 89
Integration with WorkSite Mobility Web for all Mobile Devices .......................... 89
Integration with WorkSite for Mobility iOS App (IWL Link) for IOS Devices . 90
Additional Options ............................................................................................. 90
Appendix D
ActiveX Control for WorkSite Web ................................................................... 93
ActiveX Control Installation ...................................................................................... 93
Manual Installation ............................................................................................ 93
Silent Installation ............................................................................................... 94
Figures
Figure 1
WorkSite Components............................................................................................... 20
Figure 2
Figure 3
Figure 4
Figure 5
Figure 6
Figure 7
Figure 8
Figure 9
Figures
Tables
Table 1
Table 2
Table 3
Table 4
Table 5
Table 6
Table 7
Table 8
Table 9
Table 10
Table 11
Table 12
Table 13
Table 14
Table 15
Table 16
Table 17
Table 18
Table 19
Table 20
Table 21
Table 22
Table 23
Table 24
Table 25
Table 26
Tables
10
This guide describes how to install and configure WorkSite Web Components
Server and optional features, such as instructions for configuring Microsoft
Simple Mail Transfer Protocol (SMTP) and Secure Sockets Layer (SSL) support.
It includes an overview of the WorkSite Web architecture and WorkSite Web
applications. It also contains system requirements, steps that you need to
complete before installing WorkSite Web Components Server, and checklists to
ensure that you install WorkSite Web successfully.
Documentation Updates
Conventions
Related Documentation
Contact HP Autonomy
Contact HP Autonomy
Documentation Updates
The information in this guide is current as of WorkSite Web Components Server
version 9.0 Update 3. The content was last modified June 2014. You can retrieve
the latest available product documentation from the WorkSite Customer Support
Site: https://worksitesupport.autonomy.com
Documents have a version number (for example, version 7.5) and may also have
a revision number (for example, revision 3). The version number applies to the
product that the document describes. The revision number applies to the
document. The support site contains the latest available revision of any document.
HP Autonomy recommends that you periodically check the Knowledge Base for
revisions to documents for the products your enterprise is using.
11
Product. Filters the list by product. For example, you could retrieve
documents related to IDOL Server, Virage Videologger, or KeyView
Filter.
Type. Filters the list by document type. For example, you could
retrieve Guides, Help, Packages (ZIP files), or Release Notes.
Format. Filters the list by document format. For example, you could
retrieve documents in PDF or HTML format. Guides are typically
provided in both PDF and HTML format.
12
Conventions
provide:
full document title with version and revision number
location: heading, a snippet of text or screen capture
your comments
your contact information in the event we need clarification
Conventions
The following conventions are used in this document.
Notational Conventions
This guide uses the following conventions.
Convention
Usage
Bold
Italics
13
Convention
Usage
monospace font
monospace bold
monospace italics
Usage
[ optional ]
{ required }
14
Conventions
Convention
Usage
required
variable
<variable>
-merge filename1
(In some documents, angle brackets are used to denote
these items.)
Ellipses indicate repetition of the same pattern. For
example:
...
Notices
This guide uses the following notices:
15
Related Documentation
The following documents provide more details on WorkSite Web Components
Server:
WorkSite Server
16
Contact HP Autonomy
Case Center: The Case Center is a central location to create, monitor, and
manage all your cases that are open with technical support.
Contact HP Autonomy
For general information about HP Autonomy, contact one of the following
locations:
Europe and Worldwide
E-mail: autonomyinfo@hp.com
E-mail: autonomyinfo@hp.com
Telephone: +1.415.243.9955
Fax:
+1.415.243.9984
HP Autonomy, Inc.
One Market Plaza
Spear Tower, Suite 1900
San Francisco CA 94105
USA
17
Release Date
Notes
15 September 2011
August 2013
May 2014
18
Introduction
CHAPTER 1
Overview
WorkSite Web is a document management and collaboration system that can be
accessed from the Internet or corporate intranet and extranet. The WorkSite
Server supports a suite of WorkSite Web Component applications to provide
enterprises with a robust and highly secure platform for developing collaborative
Web-based applications that link employees, customers, suppliers, and partners.
This chapter provides the following information:
Feature Comparison
Installation Checklist
19
Chapter 1 Introduction
20
IDOL Indexer. Indexes document content and metadata and fields full-text
search requests.
Middle Tier
WorkSite Server
Rules Engine. The Rules Engine handles user notifications for change
management.
Create collaborative web-based project management applications that
IIS
21
Chapter 1 Introduction
Microsoft Windows Server Internet Information Services (IIS) and all WorkSite
client applications are installed on the WorkSite Web Components Server.
You can install two or more servers on the same machine depending on various
factors, such as the size of your WorkSite system, the quantity of data, and the
desired level of efficiency. For more information, refer to the WorkSite Server
Installation Guide.
This section provides information about configuring your servers for the
installation of WorkSite. Figure 2 illustrates a model of WorkSite n-tier architecture
with arrows indicating communication between the middle-tier server and the SQL
or Oracle servers and the Web Components Server.
Figure 2 Model of WorkSite n-tier architecture
Database Server. This server hosts the WorkSite databases, including the
WorkSite Web Configuration Database. It is part of the data layer, along with
the IDOL Indexer, and file server.
22
WorkSite Web Components Server. This server hosts the Microsoft Internet
Information Server (IIS) and the WorkSite Web application. It forms the
application layer, which can be accessed directly by users through their
Consists of
WorkDocs
WorkDocs Embed
WorkDocs ReadOnly
WorkSite Web
WorkDocs
WorkDocs is a web-based document management client. It can be used as an
independent web-based document management client or as a remote access
solution for desktop users. The product now offers a tree that replicates the user
experience of the desktop client. Provides remote access to WorkSite repositories
and full document management functionality.
WorkSite Web
WorkSite Web is a collaborative document management system. This is a product
that can be used as a platform for intranet and extranet. It provides a combination
of rich document management, collaboration, and the ability to have a flexible
user interface. WorkSite Web is a combination of the WorkDocs, and other
functionality. A collaborative web portal with full WorkSite document management
functionality.
23
Chapter 1 Introduction
Search and retrieval functionality that includes profile and full-text searches,
quick searches, and saved search folders.
Version control and revision management for creating and storing multiple
revisions.
Security features for granting and restricting document access rights to users
or groups.
WorkSite Web also provides a collaborative workspace for dispersed teams. You
can use WorkSite to manage complex activities like mergers and acquisitions,
manufacturing and IT outsourcing across geographic boundaries. WorkSites
collaboration features combined with document management help get everyone
on the same page with the right project information. Teams can coordinate project
documents and activities in a secure space accessible only to authorized users.
WorkSite offers the following collaboration features:
24
Ability to search for messages, tasks, and events across teams to facilitate
project management and team interaction.
Portal Capability
HP Autonomy iManage connectors can turn a WorkSite workspace into a single
point of access to information from a variety of sources. Data aggregation and
seamless integration with Web sites and other applications is accomplished by
adding WorkSite connectors to a workspace. WorkSite administrators can create
unlimited new connectors in addition to the HP Autonomy iManage connectors
that are shipped with the WorkSite Web application. For more information about
connectors, see the WorkSite Web Connectors Developers Guide.
25
Chapter 1 Introduction
Feature Comparison
Table 2 lists the supported operations in each WorkSite Web product.
You can combine any of the read-only product versions with WorkDocs, WorkSite
Web, and WorkSite for SharePoint.
Table 2 Features available in the WorkSite Web products
Operations
WorkDocs
WorkDocs
Embed
WorkSite
Web
WorkSite
Web
ReadOnly
WorkSite
for
SharePoint
Workspace
Operations
Folder
Operations
Add
Operations
WorkSite
Embed for
SharePoint
Document Operations
View
View as
HTML
Checkout
Import New
Version
Set up
Relation
Download
Only
Integrated
Download
Allowed
Only
Integrated
Checkout
Allowed
Only
Integrated
Download
Allowed
Publish to
SharePoint
Publish to
WorkSite
Versions
26
Only
Integrated
Checkout
Allowed
Only
Integrated
Checkout
Allowed
Only
Integrated
Download
Allowed
Installation Checklist
WorkDocs
WorkDocs
Embed
WorkSite
Web
WorkSite
Web
ReadOnly
Related
Documents
Where Used
History
Create
Shortcut
Copy
Move
Refile
Send URL
Send
Document
Add to My
Favorites
Remove from
folder
Delete
Declare as
Record
Operations
WorkSite
for
SharePoint
WorkSite
Embed for
SharePoint
Installation Checklist
The following is a checklist of tasks, covered in the order that you will perform
them, for installing WorkSite Web. The checklist appears throughout the WorkSite
Web installation chapters, indicating where you are in the process.
27
Chapter 1 Introduction
Application
Various Systems
WorkSite Server
Various Systems
Post-installation procedures
28
CHAPTER 2
System Requirements
Table 4 Task listSystem requirements
Task
Application
Various Systems
WorkSite Server
Various Systems
Overview
This chapter provides information about the system requirements for client
machines and the machine on which you want to install the WorkSite Web
Components Server.
29
Hardware Requirements
Software Requirements
Hardware Requirements
The hardware requirements will vary depending on your plan for the WorkSite
Web installation. For information about the required hardware for Client PCs and
to install WorkSite Web Components Server, see the WorkSite Server Design
Guide.
Software Requirements
WorkSite Web Components Server
The WorkSite Web Components Server runs on IIS with .NET Framework 2.0 or
later installed. You must install the IIS and related software on the machine where
the WorkSite Web Components Server will be running.
You need to install the following software on this machine.
30
For information about supported platforms and compatible software, see the
WorkSite 9.0 Supported Platforms document.
Client Machines
Browser:
Microsoft Internet Explorer 8, 9, 10, and 11
FireFox latest version
Google Chrome latest version
Safari latest version
31
FileControl uses the browsers native File Upload/Download control. If you use the
FileControl option, neither ActiveX nor Applet is required.
32
Before You Install
CHAPTER 3
Application
Various Systems
WorkSite Server
Various Systems
33
Overview
This chapter provides information about the prerequisites to installing WorkSite
Web Component Server:
1. Install and configure WorkSite Server 9.0. For information about installing and
configuring WorkSite Server 9.0, see the WorkSite Server Installation Guide.
2. Register the database using the DbAdmin tool to create WorkSite related
tables or schema. For detailed steps, see the Registering WorkSite Databases
topic in the WorkSite Server Administrators Guide.
Complete the following steps on the WorkSite Server:
34
Add WebDB to WorkSite Server Service. For detailed steps, see the
Configuring WorkSite Server Service Database Properties topic in the
WorkSite Server Administrators Guide.
NOTE In the Designate database as section, you must
click Web Content to designate WebDB as a Web database
in the WorkSite Server Service. The Web settings are stored
in the Web database.
35
36
b. Click Manage > Add. The Add New Groups dialog box appears.
c. On the Virtual Group tab, in the Group box, type the group name, such
as NRTADMIN.
d. Click Add. The new group appears on the WorkSite Database
Management window.
3. Add users to groups.
a. Add at least one user to User on the WebDB. Select User from the DbAdmin
window (see Figure 3).
Figure 3 WorkSite Database Management (DbAdmin) window
The WebDB is expanded under the WorkSite Databases node to show the
groups that have access.
b. Add at least one administrative user to the NRTADMIN Group on the
WebDB. Select Group from the DbAdmin window (see Figure 3).
c. From the Manage menu on the DbAdmin window, select Add to create an
NRTADMIN group. Highlight the NRTADMIN group and select Group
Management to add a new administrator to the group using the Group
Management dialog box.
37
d. Highlight a group and use the Add or Remove buttons to add or remove
users.
NOTE Users in the NRTADMIN group receive all privileges.
For more information, see the Assigning Users to Groups topic in the WorkSite
Server Administrators Guide.
4. Setup roles. For information about creating roles, see the Roles topic in the
WorkSite Server Administrators Guide.
5. Assigning users to a role. For information about assigning users to a role, see
the Roles topic in the WorkSite Server Administrators Guide. Ensure that
administrators (NRTADMIN) are assigned the privileges indicated in Figure 5.
38
39
members of the NRTADMIN group can access the WebDB from drop-down lists
when creating workspaces and other content. This prevents other users from
adding content to the WebDB.
You can hide the WebDB from non administrative users in the following ways:
If you are installing WorkSite Web on Windows Server 2008 or 2008 R2 (IIS 7 or
7.5), you must configure the following setting for backward compatibility with IIS 6:
1. From the Start menu, click Control Panel, then Programs and Features to
open the Programs and Features Control Panel.
2. Click Turn Windows features on or off. The Server Manager window opens.
3. Click Roles.
4. Locate the Web Server (IIS) Role, and click Add Role Services, as shown:
40
41
6. Click Next.
42
43
3. Click Next until you reach the Server Roles section as shown in Figure 10.
44
45
46
47
48
CHAPTER 4
Application
Various Systems
WorkSite Server
Various Systems
Overview
This chapter describes how to install WorkSite Web. It also provides information
about how to upgrade to WorkSite Web 9.0 from earlier versions.
49
New Installations
Existing Installations
Customized Installations
Silent Installation
NOTE To ensure proper functionality of trusted login
authentication, do not run WorkSite Web on a Web server
that is also an Active Directory domain controller.
After completing this process, you can perform the post installation tasks and log
in to WorkSite Web (see Log in to WorkSite Web on page 55).
New Installations
Follow the installation instructions provided in the Install WorkSite Web
Components Server on page 52, and Install Integration Mode on page 70.
NOTE Close all running applications before beginning the
installation process.
Existing Installations
WorkSite Web 9.0 or later requires a full product install. You need to uninstall the
current version of WorkSite Web and install WorkSite Web 9.0 or later.
NOTE When a new build is installed, clear the cache for IE
(delete files and cookies). Any changes made on JavaScript
or.js files are reflected only when you clear the cache.
50
All upgrades to a later version of the WorkSite Web Components Server require a
full installation. Table 7 describes special upgrade steps you may need to perform
based on the version of WorkSite Web that you are currently running.
Table 7 Quick referenceUpgrade procedure
Base WorkSite Web
Version
Upgrade Procedure
2. Run the page updater utility provided by HP Autonomy. This process converts
your pages to workspaces and allows you to save your customizations from
the earlier version.
3. Follow the upgrade instructions for upgrading from WorkSite Web 8.0 to 9.0
(see Table 7).
51
Customized Installations
The upgrade process may impact customized systems or application interfaces
that you have developed and integrated with the WorkSite software. WorkSite
Web 9.0 has been designed so that applications built on the WorkSite Web 9.0
API are compatible with it.
52
In the Choose the Language box, select the language in which you want
This option is available for IIS 6.0 installations, which may have
multiple servers on a single web server machine. Select Default Web
Site if you do not have anything specific.
If you are installing WorkSite Web for SharePoint, select the Web
application that you created earlier (see Before Installing WorkSite
Web for SharePoint on page 46). WorkSite Web for SharePoint must
be installed at the same port where you created the SharePoint Web
application.
In the Virtual Directory box, enter the name of the virtual directory for the
You must define these ports through the WorkSite Service Manager. See
the WorkSite Server Administrators Guide. Click Next.
13. On the Ready to Install the Program page, click Install.
53
Silent Installation
1. Copy the entire folder which contains the setup.exe file, which you want to
install, to a local drive.
2. At the command prompt, navigate to the location where you have placed the
build and type:
setup.exe/v/"l*v log.log".
The UI screens appear as usual except that it has reduced the effort of clicking
setup.exe.
computer.
The WorkSite InstallShield Wizard provides the dialog boxes and guides you
to perform the selected procedure.
54
The procedure for login is different for WorkSite Web for SharePoint as compared
to other applications. Based on the WorkSite Web product you have installed,
follow one of these procedures:
where:
machine_name is the name of the WorkSite Web Component Server
machine
virtual_directory_name is the name of the WorkSite Web virtual
directory
NOTE Change http:// to https:// if Secure Sockets
Layer (SSL) support is enabled. For information about
enabling SSL support, see Install SSL Support on
page 66.
55
For information about trusted login, see Trusted Login on page 64.
4. Use the Find feature on the Edit menu to locate the string trusted-login.
5. Set trusted-login.enabled to 0 to disable trusted login. Save the
changes.
6. Point your browser to the following URL to open the WorkSite application:
http://[machine_name]:[port_number]/[virtual_directory_name]
where:
machine_name is the name of the WorkSite Web Component Server
machine.
56
where:
machine_name is the name of the WorkSite Web Component Server
machine.
port_number is the port at which you created a Web application and
installed WorkSite Web for SharePoint.
NOTE To access WorkSite Web using your Windows
credentials in Firefox browser, you must clear the Enable
anonymous access check box in the Directory Security
tab. For detailed steps, see Disable Anonymous Access in
Firefox Browser on page 78.
10. Add IWOV Web parts to the SharePoint page. See the Adding a Web Part to a
WorkSpace topic in the WorkSite Web for Microsoft SharePoint Users Guide.
57
58
Configure WorkSite Web
CHAPTER 5
Application
Various Systems
WorkSite Server
Various Systems
Overview
When you have completed configuring WorkSite Web as described in this chapter,
it is time to launch your WorkSite Web site.
59
Navigation Menus
Layout Templates
Document Views
WorkSpace Views
Connectors
Global Options
User Options
Custom Attributes
Appendix C provides a checklist of Startup Tasks. You can print this checklist and
use it as a reference. If you perform all the startup tasks systematically, you will
gain a practical understanding of the capabilities and duties of a WorkSite Web
administrator.
60
Configuration Options
Configuration Options
User Profiles and Groups
There are various administrative tasks that must be performed before WorkSite
can be made available to users. The administrator must do the following:
Create a user profile for everyone who will be logging into WorkSite.
Create roles that define user permissions and assign a role to each user.
Create User Groups with assigned roles, and add users to the groups.
Send Notifications
For notifications, you need to enable the Rules Engine in the WorkSite Service
Manager. Set up the SMTP server in the Rules Engine Properties dialog box. For
more information, see the WorkSite Server Administrators Guide.
There are two types of notifications:
3. Use the Find feature on the Edit menu to locate the string security external.
61
62
Configuration Options
3. Use the Find feature on the Edit menu to locate the string
Language-supported.
4. Set the Language-supported flag to one of the following options:
en-us (U.S. English)
en-gb (U.K. English)
In addition, the Regional settings can be configured from the Regional Settings
control panel of the operating system:
French: This option is set to fr-fr during installation. In the regional setting on
the machine, HP Autonomy recommends using the European date format (dd/
mm/yyyy).
63
Trusted Login
Update Client-Side Settings for Trusted Login
You can specify the client authentication method as either Classic or Kerberos by
changing a registry key value. By default, the client is configured for the Classic
mode. Classic mode is the method of trusted login authentication previously used
by WorkSite.
In the following key in the registry:
HKEY_LOCAL_MACHINE\Software\Interwoven\WorkSite\8.0\Common\Options
64
CHAPTER 6
Application
Various Systems
WorkSite Server
Various Systems
Overview
This chapter provides information about adding the following optional features to
65
the WorkSite Web. Depending on your requirement you can additionally install
and configure the following:
Install and Configure SMTP (Internet Mail Service and configuring SMTP)
Multi-Browser Support
66
You can access the IIS server from a browser by typing https://<machine
name> in the Address field.
You cannot access the IIS server from a browser by typing http://<machine
name> in the Address field.
Troubleshooting
After completing the installation, if SSL is not working check for the errors shown
in the table below.
Table 11 Troubleshooting SSL installation
If this is the problem...
67
below, the SiteMinder header variable sm_user will be read by our application
to authenticate the user.
6. In the External Application URL box, enter the URL to which users will be
redirected in order for them to be first authenticated against the Siteminder
Server before accessing the WorkSite Web application.
7. Launch the Impersonation Password utility. The
ImpersonationPassword.exe file is located in the WorkSite\Web\bin
directory.
8. Specify the impersonation password and click Save.
The impersonation password will be used by IIS to login to the WorkSite
Server to configure the SiteMinder integration.
9. On the WorkSite DMS Server, go to the WorkSite Service Manager, highlight
the WorkSite service, select Properties > Service Properties and specify the
same impersonation password that you entered in Step 8.
10. Restart WorkSite Web service after making this change.
Figure 12 Server Options
After all the steps have been successfully executed, you should be able to launch
a browser session, hit the WorkSite base URL protected by SiteMinder and test
single sign-on.
68
Remove
<add name=WorkSiteAuthentication
type=iManage.WorkSite.Web.AuthenticationModule,
iManage.WorkSite.Web />
Uncomment
Change
Version=1.0.0.0
to Version=2.0.0.0
if necessary
-->
</httpModules>
2. Set the <returnurl> to the root of WorkSite Web application. This URL
value must match the Application URL value that is specified in the
Properties page of the claims-aware application (which is located under
Federation Service\Trust Policy\Applications in the Active Directory
Federation Services snap-in) of the resource partner.
69
3. Set <path> as the path of the virtual directory of WorkSite Web. This value is
case-sensitive and should exactly match the casing of the WorkSite Web
virtual directory name.
4. Replace myresourcefederationserver in <fs>https://
myresourcefederationserver/adfs/fs/
federationserverservice.asmx</fs> with a valid resource federation
server name.
<!-- Configuration for ADFS Web Agent -->
<websso>
<authenticationrequired />
<eventloglevel>255</eventloglevel>
<auditsuccess>2</auditsuccess>
<urls>
<returnurl>https://localhost/worksite/</returnurl>
</urls>
<cookies writecookies="true">
<path>/worksite</path>
<lifetime>240</lifetime>
</cookies>
<fs>https://myresourcefederationserver/adfs/fs/
federationserverservice.asmx</fs>
</websso>
<!-- end ADFS -->
5. Save web.config.
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In Integration Mode, the View as HTML and the View options in the Document
action menu are renamed to View and Open respectively. Table 12 lists document
operations that are available in Integration Mode as compared to those in Normal
Mode.
Table 12 Integration and Document Operations
Integration Mode
Normal Mode
View
View As HTML
Open
View
Checkout
Checkout
Checkin
Checkin
History
History
Unlock
Unlock
Properties
Properties
3. Run the executable to register the IWL protocol. You will not see any
confirmation message displayed.
You need to repeat this process on each client machine.
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Multi-Browser Support
WorkSite Web supports Internet Explorer 8, 9, 10 and 11, and the latest versions
of Firefox, Google Chrome and Safari. The availability of certain features depends
on whether Applet or ActiveX is used as the upload/download control and are only
available if WorkSite Web is configured to use them.
Due to security concerns, when Active X or Applet is disabled for use with
browser, you can use the HTML file upload control to upload or download files.
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The following WorkSite Web functionalities that are available with ActiveX and
Applet control, but not available with File Control options:
During checkout, the checkout path will not be pre populated with the last
checkout path
Multiple operations will not be supported for View, Checkin, Checkout, and
Download
The following WorkSite Web functionalities that are available with ActiveX control,
but not available with Applet or File Control options:
73
key="demo"
DMSAgent="WorkSite DMS"
sso-admin=""
sso-url="http://apacloud9.verity.com/xmlserver/jsp/
WorkSiteLogon.jsp?userID={userid}&key={key}"
portal-url="http://apacloud9.verity.com/portal"
service-url="http://apacloud9.verity.com/services" />
where
enabled: Enable / Disable APA Alerts integration. Default value is 0 (disabled)
key: key to login into APA
DMSAgent: APA DMS Agent Name
sso-admin: If a userid for sso-admin is provided, then this userid is used to
get a session from the APA server instead of the WorkSite Web logged in
userid.
sso-url: APA server URL used to get the session id using the WorkSite Web
logged in userid and key. Should be of the form: http://<APA Server Name>/
xmlserver/jsp/WorkSiteLogon.jsp?userID={userid}&key={key}
portal-url: APA portal URL. Used to show the APA alerts dialog. Should be of
the form: http://<APA Server Name>/portal
service-url: Currently not being used in WorkSite Web integration.
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Troubleshooting
APPENDIX A
Overview
In case the WorkSite Web installation is not successfully completed, you may
need to verify the following after installing the WorkSite Web software on the web
server machine. These steps include additional IIS configuration settings in
addition to applying necessary directory permissions on the Web server machine.
Verify that:
IIS is configured for WorkSite Web. See Confirm WorkSite Web Settings in
IIS on page 76.
Enable Anonymous Access check box is cleared. This applies to Firefox
75
Appendix A Troubleshooting
WorkSite Properties
1. Navigate to the Internet Information Services window: Start | Settings |
Control Panel | Administrative Tools. Click Internet Information Services
(IIS) Manager to display the Internet Information Services window.
2. Click the server node > Web Sites > Default Web Site > Virtual
directory.
If you used the default value during the installation procedure, WorkSite is the
name of your virtual directory.
3. Right-click the Virtual directory to display the shortcut menu.
4. Click Properties in the shortcut menu to display the WorkSite Properties
dialog box. See Figure 13.
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5. On the Virtual directory tab, in the Execute Permissions box, select Scripts
and Executables to enable scripts on the IIS.
CAUTION We do not recommend that you select the Write
check box in combination with selecting Scripts only or
Scripts and Executables from the Execute Permissions
drop-down box under Application Settings. This could
create a security risk.
6. Click Apply, and then click OK to confirm all settings for the WorkSite
Properties virtual directory configuration.
77
Appendix A Troubleshooting
Clear the Enable Anonymous Access check box in the security panel of the
worksite virtual directory to access WorkSite Web with SharePoint using your
windows credentials. You will be prompted to enter the windows credentials and
when you provide the credentials, Firefox will display an error message saying the
username does not exist.
1. In the WorkSite Properties dialog box, on the Directory Security tab, under
Authentication and access control, click Edit. The Authentication Methods
dialog box appears.
2. Clear the Enable anonymous access check box.
Figure 14 Authentication Methods dialog box
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79
Appendix A Troubleshooting
images: Read
includes: Read
KeyView: Read & Execute
login-images: Read
lsa-images: Read
Samples: Read
scripts: Read
Services: Read
temp: Read & Execute + Write & Modify
themes: Read
Updater: Read
80
System Information Checklist
APPENDIX B
Your Information
Yes
81
Your Information
82
Yes
Yes
WorkSite Web Configuration
Checklist
APPENDIX C
Use the tables below to record your settings. If you choose to use the WorkSite
Web default setting, leave the Your Setting column blank and put a check mark in
the Default column.
Your Setting
Default
250
250
10
83
Your Setting
Default
Off
On
Language
English
Off
Preferred Database
Change Password
My Home WorkSpace
Start Working Day At
8 AM
5 PM
30 minute
View
Checked-out Documents
Document Worklist
Matter Worklist
My Matters
My Favorites
WorkSite Explorer
Global Options
A WorkSite Web Administrator can set global options that affect the appearance
of the WorkSite Web application and determine which functions are enabled. For
more information, see Global Options in the WorkSite Web Online Help.
NOTE The Global Options described in this section are
included by default in the WorkSite web application.
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Global Options
Your Setting
Default
Theme
default
Rightmost Column
Your Setting
Default
Enable Notification
Off
Message Format
HTML
Username
E-mail Address
Image
URL
Default Message
Your Setting
Enable Notification
Default
Off
E-mail Address
Reply to
CC
85
Your Setting
Default
BCC
Subject
Default Message
Your Setting
Default
Enable Notification
Off
Message Format
HTML
Image
header.jpg
URL
Default Message
Your Setting
Default
Enable Notification
Off
Message Format
HTML
Image
header.jpg
URL
Default Message
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Global Options
Your Setting
Default
On
On
Default Filename
Server Type
Development
250
250
Default Value
Off
Off
30
Off
Off
<blank>
30
Your Setting
Default
Off
Trusted Login
On
Off
On
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Your Setting
Default
Off
On
Off
Your Setting
Default
Replace Original
Same
Filename
Default Filename
Upload/Download Control
ActiveX
Off
Off
Version Editing
Preferred database
Favorites View
88
Integration Mode
Off
Off
Global Options
Your Setting
Default
Add
Delete
Your Setting
Enable
Default
Off
Your Setting
Default
Browser
HTML Viewer
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Integration with WorkSite for Mobility iOS App (IWL Link) for IOS
Devices
In version 9.0 Update 3, WorkSite Web offers support for opening email
attachments sent from WorkSite Web in the WorkSite for Mobility iOS App on
iPhones and iPads. A new option has been added to the Manage menu:
WorkSite App Protocol.
The WorkSite App Protocol (IWL) is the protocol used by the WorkSite for Mobility
IOS app to open a workspace, tab, folder, or document link natively from an iPad
or iPhone. When this option is entered in the Manage menu in WorkSite Web, a
WorkSite Web user can use the Send Link function to send an email with a
document attached, and the mobile user can open the attachment in the WorkSite
for Mobility iOS application on an iPhone or iPad.
Your WorkSite Administrator can format the IWL link that will enable users to
open, export or view document links from an iPhone or iPad running the WorkSite
for Mobility iOS app.
Commands
iwl:dms=<worksiteservername>&lib=<odbcconnectionname>&num=<docnum>&ver=
<version>&latest=<0 or 1>&command=opencmd
iwl:dms=<worksiteservername>&lib=<odbcconnectionname>&num=<docnum>&ver=
<version>&latest=<0 or 1>&command=exportcmd
iwl:dms=<worksiteservername>&lib=<odbcconnectionname>&num=<docnum>&ver=
<version>&latest=<0 or 1>&command=Viewcmd
iwl:dms=<worksiteservername>&lib=<odbcconnectionname>&folder=<prj_id_of_fol
der>
Examples
iwl:dms=DMS1&lib=imanage&num=400&ver=1&latest=0&command=opencmd
iwl:dms=DMS1&lib=imanage&num=400&ver=2&latest=1&command=opencmd
iwl:dms=DMS1&lib=imanage&folder=351
Additional Options
These options include Create Users, Groups, Roles, Templates, Profiles, and
Views.
90
Additional Options
List Names
Default
Create Users
Create Groups
Add Users to Groups
(including ADMIN groups)
Create Roles
Assign Roles to Users and
Groups
Create Start WorkSpace
Template
Create WorkSpace Templates
Create Navigation Menus
Create Layout Templates
Create WorkSpace Profiles
Create WorkSpace Search
Profiles
Create Document Profiles
Create Document Search
Profiles
Create Document Views
Create WorkSpace Views
Add and/or Migrate Connectors
Set Custom Attributes
91
92
ActiveX Control for WorkSite
Web
APPENDIX D
WorkSite Web requires an ActiveX control for functions such as login, and Action
menu command performance. Users may experience intermittent error messages
and limited WorkSite Web functionality without the ActiveX control installed and
enabled in the client web browser. In secured client workstation environments,
administrators must manage the ActiveX control installation.
Manual Installation
Complete the following steps for a manual installation of the ActiveX control for
WorkSite Web.
1. Extract the iManage ActiveX Control for WorkSite Web
Components 9.0.msi file from the downloaded zip file.
2. Double-click the MSI file to begin the installation process.
93
Silent Installation
For an automated distribution of the ActiveX control for WorkSite Web, use the
following silent command line parameters with iManage ActiveX Control
for WorkSite Web Components 9.0.msi.
msiexec /i <path to MSI>\iManage ActiveX Control for
WorkSite Web Components 9.0.msi /qn
94
Index
Symbols
.NET Framework 19, 30
A
ActiveX Control 93
Installation 93
Administrative Groups 35
Administrative Options 84
C
Component Object Model (COM) 19
U
User Options 83
W
Web Component Server 22
WorkSite Installation Information 81
WorkSite Middle-Tier Server 22
WorkSite Web Component Server 22
WorkSite Web Configuration Database 35
WorkSite's Technical Components 19
email notification 66
I
IIS Configuration 76
Internet Information Server 19
L
Localization 62
M
Middle-Tier Server 22
R
Required Password Change 62
S
Secure Socket Layer (SSL) 66
95
Index
96