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\Collaboration\log.

11. Ensure the CollabConsole.txt file exists in the folder. As this is the first time the service has been started, the CollabConsole.txt file might not yet exist. Wait several minutes for the file to be generated.

12. Double-click the CollabConsole.txt file and check for errors by reviewing the last line in the text file.

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Installing the Server

13. To confirm the installation, enter http:// :8080/ in a web browser.

Do not to Vignette.

14. Close the browser window.

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Configure and Test Search Functionality Configuring Search Functionality 1. Select START > CONTROL . 2. Select istrative Tools. 3. Select Services. 4. Right-click, and select Stop to stop the Vignette Collaboration service. 5. Right-click, and select Stop to stop the VignFileSystemFetch (the Indexer) service. 6. Right-click, and select Stop to stop the AutonomyDISH service. 7. Right-click, and select Stop to stop the AutonomyIDOLserver service. 8. Copy the AutonomyIDOLServer.cfg file from the search server folder ( \Autonomy\IDOLserver\IDOL) to the application server folder ( \Collaboration).

9. Select START > RUN. 10. Enter cmd. 11. Click OK. 12. On the command line, enter cd [uPerform Location]\collaboration. 13. Press Enter. 14. Run the following command: bin\update_idol_config.bat AutonomyIDOLServer.cfg conf\idol_config_ properties.xml. This command is case sensitive and generates two files: log\update_idol_config.log and AutonomyIDOLServer.cfg.vbcs.

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15. Close the command window. 16. In Notepad, open the [uPerform Location]\collaboration\log\update_idol_config.log file.

17. Check for errors by reviewing the last line in the text file. 18. Copy the generated AutonomyIDOLServer.cfg.vbcs file from the application server folder ( \Collaboration) to the search server folder ( \Autonomy\IDOLserver\IDOL) .

19. In the Autonomy folder, rename the current file AutonomyIDOLServer.cfg to AutonomyIDOLServer.cfg.default.

The filename is case sensitive.

20. In the Autonomy folder, rename the generated file to AutonomyIDOLServer.cfg. 21. Copy vbcs_email_xml__through.xss from the application server folder ([uPerform Location]\Collaboration\conf) to the search server folder (<[uPerform Location]\Autonomy\IDOLserver\IDOL\templates) .

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Testing the Search Functionality Configuration 1. Select START > CONTROL . 2. Select istrative Tools. 3. Select Computer Management. 4. In the left pane, expand Services and Applications. 5. Select Services. 6. On the search server, start the AutonomyDISH service. This will, in turn, start the AutonomyIDOLServer service. This process may take several minutes.

7. Open http://<searchservername>:9000/action=GetStatus and that the XML does not contain any errors.

8. On the application server, start the Vignette Collaboration service. 9. Enter http:// :8080/ in a web browser.

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Do not to Vignette.

10. Close the browser window. Upgrading the Autonomy IDOL Server Upgrading the Autonomy IDOL server helps to ensure you are running the most current files in conjunction with Vignette Collaboration.

1. In the patch directory, locate the file content_[filename]_[version number].exe. 2. Copy the content_[filename]_[version number].exe file. 3. Paste the file in [search server root]/IDOLserver/IDOL/content. 4. In IIS, stop the AutonomyDISH and AutonomyIDOLServer services. 5. Go to [search server root]/IDOLserver/IDOL/content. 102

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6. Rename the content.exe file to content_backup.exe. 7. Rename content_[filename]_[version number].exe to content.exe. 8. In IIS, start the AutonomyDISH service. The AutonomyIDOLServer will automatically restart.

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Install the RWD uPerform Software Before installing the RWD uPerform software, install the database server, search server, and application server as described in "Installing the Database Server" on page 22, "Installing the Search Server" on page 58, and "Installing the Application Server" on page 76. To ensure proper installation, perform the procedures in this section in the order specified.

Executing the RWD uPerform Software Installation You must create a blank database before performing this procedure. Refer to "Creating a Blank Database for Microsoft SQL Server" on page 23 or "Installing Oracle" on page 26 for more information.

1. to the application server. 2. Locate the installation files on your computer. 3. Double-click on uPerform_Server_Installation.exe to launch the installation program. Do not change the name of the .exe file as this will cause errors during installation.

4. Click Run.

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This process may take several minutes.

5. Click Next.

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6. Click Next. The RWD uPerform installation searches for the installation of Vignette Collaboration and defaults to the same location. You must install uPerform into the same directory.

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7. Perform one of the following options: If You Want To

Then

Install uPerform on the Microsoft SQL Server

Select the Microsoft SQL radio button. Select Create new Glossary database. Click Next. Go to Step 8.

Install uPerform on Oracle

Select the Oracle radio button. Select Create new Glossary database. Click Next. Go to Step 11.

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8. Complete the following fields: Field

Description

SQL Server Name

Enter the SQL Server hostname

SQL Name

Enter the SQL name.

SQL

Enter the SQL .

Name of Glossary database to be used by the installation

Enter the name of the Glossary database to be created by the installation process. The is case sensitive. An alphanumeric combination is recommended. Do not use special characters. This must have rights to create a database.

9. Click Next. 10. Go to Step 13.

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Description

Database Server Hostname

Enter the full hostname.

Name

Enter the Oracle name.

Enter the Oracle .

Global Database Name

Enter the name of the Glossary database you created in "Installing Oracle" on page 26. The is case sensitive and cannot exceed thirty characters. An alphanumeric combination is recommended. Do not use special characters. This must have rights to create a database.

Port

Enter the port number for the Oracle server.

12. Click Next.

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Description

Server DNS hostname

Review the entry in the Server DNS hostname field to ensure that it is correct.

HTTP port used by the collaboration server

Review the HTTP port used by the collaboration server to ensure that it is correct.

SMTP server (Relay) hostname

Review the SMTP server (Relay) hostname to ensure that it is correct.

IIS port to be used by the uPerform web site

Confirm the IIS port to be used by the uPerform website. The default is port 80. Ensure that no other service or process is running on the same IIS port specified for use by the uPerform website.

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15. Perform one of the following options If You Want To

Then

Continue installing uPerform on an SQL server

Go to Step 16.

Continue installing uPerform on an Oracle server

Go to Step 18.


Description

Database Server

Enter the SQL Server host name.

Database Name

Enter the name you assigned to the database.

Database ID

Enter the SQL name.

Database

Enter the SQL .

SQL Database Type

Select the SQL Server.

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If you are using SQL Server 2005, the install process runs a check for the READ_COMMITTED_SNAPSHOT command. If the check fails or is set incorrectly, you must run the command after the installation is complete. For more information, "Turning On the READ_ COMMITTED_SNAPSHOT Command" on page 120.

17. Click OK on the confirmation prompt.

18. Click Next. This process may take several minutes.

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19. When the installation is completed, click Finish. For details on performing required post-installation configuration tasks, refer to "For details on performing required post-installation configuration tasks," on page 113.

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Chapter 4: Configuring the Server

Configuration options for the RWD uPerform® server include processes such as Single Sign-On (SSO), importing s, and scheduling automated tasks.

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Introduction to Configuring the Server From the server workspace, you can modify several configuration parameters after installation. You can also import s via Lightweight Directory Access Protocol (LDAP). In addition, you can create tasks on the application server to automate glossary, publishing, synchronization, and migration content verification processes. If you are upgrading to version 3.0, you can do so from versions 2.0 and higher. It is recommended that you back up any version 2.X customizations, the Autonomy IDOL Server, and Vignette. For more information on upgrading, refer to "Upgrading an Existing uPerform Server" on page 155.

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Configure the uPerform Server Configuring the Server After Installation 1. Open Internet Explorer. 2. Enter the uPerform server URL in the format http:// and to the server as the to confirm a successful configuration. If you are using a port other than the default port 80 for IIS, you must enter the uPerform server URL in the format http:// : .

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4. Enter an email address for the . 5. Select a time zone from the Time Zone drop-down list. 6. Click Save. Automated tasks will now run to complete the uPerform installation. Allow these processes to complete before continuing.

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Description

Client Name

Enter the ed client name.

Product Key

Enter the product key provided.

8. Click Save.

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9. Click Go to my server. Optionally, click View Help Documentation to view the PDF help documents for RWD uPerform.

Turning On the READ_ COMMITTED_SNAPSHOT Command If you are installing the uPerform Server on an SQL Server 2005 database, uPerform will run a check during installation to ensure the READ_COMMITTED_SNAPSHOT command is turned on. If the command is not turned on, you will receive a prompt during installation. You can continue to run the installation but you must turn on the command once the installation is complete. If you have a large number of concurrent s, the READ_COMMITTED_SNAPSHOT command helps to provide your s with uninterrupted access to the server from the client or a web browser. This setting reduces locking contention for data during periods of high activity. 120

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This setting is required to ensure the successful execution of background jobs on the application server. For more information about Snapshot, view the detailed Microsoft Technical Article at: http://msdn2.microsoft.com/en-us/library/ms345124.aspx.

1. Stop both the Vignette Collaboration and VignFileSystemFetch services on the application server. If you originally installed uPerform using a 1.XX version, you will need to run bin/ stoprmid.bat from the collaboration directory.

2. Ensure that no open connections exist with the database. 3. to the SQL 2005 database as an . 4. Run the following command: ALTER DATABASE [database name] SET READ_COMMITTED_SNAPSHOT ON [database name] is the name of the Collaboration database. This setting reduces locking contention for data during periods of high activity. This setting is required to ensure the successful execution of background jobs in Vignette Collaboration. For more information about Snapshot, view the detailed Microsoft Technical Article at: http://msdn2.microsoft.com/en-us/library/ms345124.aspx.

5. Start the Vignette Collaboration service. The VignFileSystemFetch service will start automatically.

6. that the service is running by accessing your server through the web interface.

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Configure Properties and Settings from the Server Workspace From the server workspace, you can configure or change several properties and settings.

Configuring Server Properties 1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click Server Properties in the Server istration area. 4. As necessary, edit the following options: Field

Description

Static Properties

Make changes to an individual uPerform server. These changes require a restart. Click Apply to make changes, and go to Step 5.

Dynamic Properties

Make changes to an individual uPerform server. These changes do not require a restart. Click Apply to make changes, and go to Step 5.

Search For and Display Properties

Enter a name in the Property Name field, and click Search.

Server Utilities

Displays server utilities.

5. Click OK. Configuring SMTP Settings 1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click SMTP Settings in the Server istration area.

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4. As required, modify the following fields: Outbound SMTP Relay Server, Outbound SMTP Send Interval, and Incoming SMTP Connection Port.

5. Click OK. Configuring Global Settings 1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click Global Settings in the Server istration area. 4. As required, edit the Client Name or Product Key. 5. Enter the Results Per Page for the search pagination. 6. Click Update. Recreating the Search Database Only perform this action following a new installation or upgrade of RWD uPerform.

1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click Global Settings in the Server istration area. 4. Click Recreate Search Database. This process may take several minutes.

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Configuring Locale Settings If you are planning to multiple languages, you must configure these settings.

1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click Locale Settings in the Server istration area. 4. Choose from the following options: If You Want To

Then

Enable locales

Select a locale from the Available Locales list. Click the left arrow.

Disable locales

Select a locale from the Enable Locales list. Click the right arrow.

5. Select a default locale from the drop-down list in the Collaboration System Default Locale area.

6. Click OK.

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Implement SSO Using NTLM Authentication Before implementing Single Sign-On (SSO) using the Microsoft NT LAN Manager (NTLM) authentication, there must be at least one , with system privileges, that matches an on the domain. This must have the same name as the one on the uPerform server.

Implementing SSO Using NTLM 1. Open IIS using the path WINDOWS > SETTINGS > CONTROL > ISTRATIVE TOOLS > INTERNET INFORMATION SERVICES.

2. Expand the Web Sites folder. 3. Right-click on the uPerform Collaboration website, and select Properties. 4. Select the Directory Security tab.

5. In the Authentication and access control area, click Edit.

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6. Deselect the Enable anonymous access checkbox. 7. Select the Integrated Windows authentication checkbox. 8. Click OK.

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9. Click Apply.

10. On the Inheritance Overrides window, select Jakarta, RWDHlp, and ucontent. 11. Click OK. 12. Click OK. 13. In IIS, click on the uPerform Collaboration website folder. 14. Right-click on ntlmerror.html, and select Properties. 15. Select the File Security tab.

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17. Select Enable anonymous access. 18. Ensure no options are selected under Authenticated access. 19. Click OK. 20. Click OK. 21. In IIS, click on the uPerform Collaboration website folder. 22. Right-click on uContent. 23. Select Properties. 24. Select the Directory Securities tab. 25. In the Authentication and access control area, select Edit. 128

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26. Select Enable anonymous access. 27. Ensure no options are selected under Authenticated Access. 28. Click OK. 29. Click OK. 30. In the uPerform Collaboration folder, right-click on Python, and select Properties. 31. Click the Directory Security Tab.

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33. Select Enable anonymous access. 34. Ensure no options are selected under Authenticated Access. 35. Click OK. 36. Click OK. 37. In the uPerform Collaboration folder, right-click on uPerformWS, and select Properties.

38. Select the Directory Security tab.

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40. Select Enable anonymous access. 41. Ensure no options are selected under Authenticated Access. 42. Click OK. 43. Click OK. 44. In IIS, create a new website by right-clicking on the Web Sites folder, and selecting WEB SITES > NEW > WEB SITE… .

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45. Enter Global Indexer in the Description field. 46. Click Next.

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47. Ensure (All Unassigned) is displayed in the Enter the IP address to use for this Web site field. If port 80 is already used by another website, enter an available port number in the T port field.

48. Click Next.

49. In the Path field, enter the path to the %COLLAB_ROOT%\WWW directory. 50. Select the Allow anonymous access to this Web site checkbox. 51. Click Next. 52. Enable the Read and Browse areas. 53. Click Next. 54. Click Finish. 55. Right-click on the new Global Indexer website, and select Properties. RWD uPerform® 3.0

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56. Select the Home Directory tab.

57. Ensure the Read and Directory browsing checkboxes are selected. 58. Click OK. 59. In IIS, right-click on the new Global Indexer website and select NEW > VIRTUAL DIRECTORY...

.

60. Click Next.

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61. Enter iks in the Alias field. 62. Click Next. 63. In the Path field, enter the path to the \Collaboration\bin directory.

64. Click Next. 65. Enable the Read and Browse areas. 66. Click Next. 67. Click Finish. 68. In the Web Sites folder, right-click on the new iks website, and select Properties. 69. Select the Directory Security tab.

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70. In the IP address and domain name restrictions section, click Edit... .

71. Select the Denied access radio button. 72. Click Add... and enter the IP address and DNS name of the collaboration server. Ensure that only the collaboration server is displayed in the listbox and that the access for this server is set to Granted.

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73. Click OK. 74. On the Properties window, select the Virtual Directory tab.

75. Ensure the Read and Directory browsing checkboxes are selected. 76. Click OK. 77. Select WINDOWS > SETTINGS > CONTROL > ISTRATIVE TOOLS > SERVICES.

78. Stop the Vignette Collaboration service. 79. Stop the VignFileSystemFetch service. 80. In Windows Explorer, browse to the \Collaboration\Conf directory.

81. To retain a copy of the jaas.conf file, rename the file to jaas.conf.bak.

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82. Copy the jaas.conf.ntlm file, and rename the file to jaas.conf.ntlm.bak. 83. Rename the jaas.conf.ntlm file to jaas.conf. 84. To retain a copy of the server.xml file, rename the file to server.xml.bak. 85. Copy the server.xml.ntlm file, and rename the file to server.xml.ntlm.bak. 86. Rename the server.xml.ntlm file to server.xml. 87. In Windows Explorer, browse to the \Collaboration directory. 88. To retain a copy of the classes.zip file, rename the file to classes.zip.bak. 89. Copy the classes.zip.ntlm file, and rename the file to classes.zip.ntlm.bak. 90. Rename the classes.zip.ntlm file to classes.zip. 91. In Windows Explorer, browse to the \Collaboration\WWW\uPerformWS directory.

92. To retain a copy of the file RWD.uPerform.ServerConfiguration.DLL.config, make a copy of the file and rename the file RWD.uPerform.ServerConfiguration.DLL.config.bak.

93. Open the RWD.uPerform.Configuration.DLL.config file in Notepad. 94. Change to .

95. Save the RWD.uPerform.Configuration.DLL.config file, and close the file. 96. In Windows Explorer, browse to the \Collaboration\WWW\script directory.

97. To retain a copy of the file common.js, make a copy of the file and rename the file to common.js.bak.

98. Open the common.js file in Notepad.

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99. Change var isSSO = false; to var isSSO = true;. 100.Change var hostURL = "[servername.com]” to the machine name, not the DNS entry. 101.Save the common.js file, and close the file. 102.In Services, start the Vignette Collaboration service. This will, in turn, start the VignFileSystemFetch service.

103.Open IIS using the path WINDOWS > SETTINGS > CONTROL > ISTRATIVE

TOOLS > INTERNET INFORMATION SERVICES, and restart IIS.

Do not click End Now. Allow the process to run until complete.

Configuring SSO on the End Computer The following steps must be performed on end s’ computers to enable SSO on these computers.

1. In Internet Explorer, select TOOLS > INTERNET OPTIONS....

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2. Select the Security tab. 3. Select Trusted Sites. 4. Click Sites... .

5. Deselect the Require server verification (https:) for all sites in this zone. 6. Enter the uPerform server URL in the Add this Web site to the zone field. 7. Click Add.

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8. Click Close.

9. In the Security level for this zone area, click Custom Level....

10. Within the Miscellaneous section, enable Access data sources across domains.

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11. Within the Authentication section, enable Automatic logon with current name and .

12. Click OK.

13. Click the General tab. 14. In the Temporary Internet files area, click Delete Files.... 15. At the prompt, click Yes to confirm. 16. In the History area, click Clear History. 17. Click Close. 18. Click OK. 19. Close all open sessions of Internet Explorer. 20. Launch a new instance of Internet Explorer, and to the uPerform server.

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Import s via LDAP From the server workspace, you can import s from your Directory Server via Lightweight Directory Access Protocol (LDAP) in order to automatically create uPerform s. RWD recommends that you conduct an import via LDAP only once to initially create s. Future s can be added to the Directory Server and brought into uPerform using the synchronize functionalities found in LDAP Settings. For more information, refer to "Importing s via LDAP" on page 144. If you are planning to work with groups, the following diagram represents a high-level overview of the process of initially adding s imported via LDAP to groups.

For more information on working with groups, refer to the companion manual Managing Content with RWD uPerform.

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Importing s via LDAP This procedure assumes you are operating within a Microsoft Windows network.

1. Click istration on the left menu. 2. Click Server istration in the istration area. 3. Click LDAP Settings in the Server istration area. 4. Complete the following fields: Field

Description

Location of LDAP Directory

Enter the name of the Directory Server.

Base Name for s search imported from LDAP directory

Enter the Organization Unit (OU) where the uPerform server will begin to search for s to import.

Example: the computer name of the domain controller

Example: OU=COLLABORATION S, OU=uPerform,OU=DEV4000,DC=dev4000,DC =RWDTECH,DC=com Filter string for s search from LDAP directory

The Directory Server contains many kinds of data. To instruct the LDAP Query (Search) to only return s, specify one of the following search query types: (&(objectClass=)(samtype=8053063 68)(objectCategory=person)(cn=*)) OR (objectClass=)

LDAP group hip attribute ID, that identifies group of LDAP group

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Enter LDAP_Imported_s.

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Field Security Connection

Description Select the Simple radio button. DN: Specify a that has istrative rights on the Directory Server and specify the domain. In the following example, the is . Example: [email protected] : Enter the of the DN .

Mapping of uPerform Fields

Specify the properties from the Directory Server that you want to map to the in uPerform: ID: samname Email Address: mail First Name: fname

5. To clear fields not mapped to LDAP fields, select the Upon synchronization, clear Collaboration fields that are not mapped to LDAP fields.


Then

Save your settings

Click OK.

Save your settings and import the s

Click Synchronize s.

Save your settings and import s and group information

Click Synchronize s and Groups.

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Schedule Automated Tasks The uPerform server can be configured to automatically: ❐ Globalize the documents in the globalize queue daily during off-peak hours. ❐ Automatically publish the documents in the publish queue daily at off-peak hours. ❐ Automatically synchronize your s and groups. The RWD.uSchedule.exe application and the Microsoft Windows task can be configured and run from any computer with access to the uPerform application server. In addition, you can have multiple RWD.uSchedule.exe applications and tasks to allow you to execute multiple configuration options (for example, execute a Glossary task at midnight and execute a Publishing task at 7:00am).

Scheduling Tasks 1. In Windows Explorer, browse to the RWD.uSchedule.exe file and double-click on the file to launch the executable. The RWD.uSchedule.exe file is located on the application server at C:\Program Files\RWDuPerform\Collaboration\WWW\uPerformWS\bin. You can copy this file to your local computer for configuration and execution.

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Description

Enter the URL to the uPerform Server

Enter the URL to the uPerform application server.

Process Glossary Queue

Select the Process Glossary Queue checkbox to execute a globalize task.

Process Publishing Queue

Select the Process Publishing Queue checkbox to execute a publish task.

Synchronize s and Groups

Select the Synchronize s and Groups checkbox to execute a synchronize task.

Example: http://myserver.uperform.com/

3. Click Save to save your configuration settings for use in a Microsoft Windows task. To execute your settings immediately, click Run.

4. Select START > CONTROL > SCHEDULED TASK > ADD SCHEDULED TASK.

5. Click Next.

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6. Click Browse... to browse to the location of the RWD.uSchedule.exe file, select the executable, and click Open.

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7. Complete the following fields: Field Type a name for this task

Description Enter a descriptive name to identify the task. Example: RWD.uSchedule

Perform this task

Select the radio button corresponding to the desired task frequency.

8. Click Next. The following screen will vary based on the task frequency you selected in the previous screen.

9. Select the time and date options relevant to the task frequency, and click Next.

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Description

Enter the

The for the indicated in the Enter the name field.

Confirm

The for the indicated in the Enter the name field.

11. Click Next.

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12. Click the Open advanced properties for this task when I click Finish checkbox, and click Finish.

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13. Complete the following field: Field

Description

Run

Append -r to the end of the path to the RWD.uSchedule executable to direct the task to execute the globalize and/or publish tasks you specified when configuring the executable. Example: “C:\Tasks\RWD.uSchedule.exe” -r

14. Select the Settings tab.

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15. Complete the following field: Field

Description

hour(s)

Enable the Stop the task if it runs for checkbox, and specify the timeout for this task. Example: 12

16. Click OK. You can also use the Microsoft Windows Task Scheduler to setup and configure the migration content verification executable (ContentVerification.exe) if you have migrated Info Pak content to a uPerform project. Refer to the companion manual Managing Content with RWD uPerform for complete details on migrating Info Pak content.

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Post-Installation Verification Checklist The following checklist can be used to validate the server installation.

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Task

Reference

Create a project on the server.

Managing Content with RWD uPerform

Add a template to the server, and assign the template to the new project.

Creating Content with RWD uPerform and Managing Content with RWD uPerform

Create a document using the template and check in the new document to the project. (Ensure that there is at least one term in a field/definition table.)

Creating Content with RWD uPerform

Does the document check in successfully?


Add a definition for the term included in the document.


View the Globalize Queue. Was the document added to the queue?


Select Globalize Now to globalize the document.


View the Globalization history.


View the document. Was the new definition inserted into the document?


Add the document to the Publishing Queue.


View the publishing queue, and select Publish Now.


View the publish history. Did the document publish successfully?


RWD uPerform® 3.0

Chapter 5: Upgrading an Existing uPerform Server

You can upgrade an existing RWD uPerform® server to a newer version.

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Introduction to Upgrading an Existing uPerform Server If you are upgrading to version 3.0 using Microsoft SQL Server as your database server, you can do so from versions 2.0 and higher. It is recommended that you back up any version 2.X customizations, the Autonomy IDOL Server, and Vignette and the uPerform server software. In addition, it is recommended that you conduct the upgrade during a time when the uPerform server is not being used (for example, during a weekend). During an upgrade, note that only those controls or fields that require input are enabled. The upgrade process must be performed in the order specified in this section. An upgrade log will be created in the root of the collaboration folder . This log will contain any debug and/or error messages that occur during the upgrade.

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Upgrading the uPerform Server If your Collaboration database name starts with a numeric (for example, 4acme), RWD Product prior to conducting the upgrade.

Installing the uPerform Software 1. to the application server. 2. Locate the installation files on your computer. 3. Double-click on uPerform_Server_Installation.exe to launch the upgrade.

4. Click Run.

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5. At the prompt, click Yes. This process may take several minutes.

6. Click Next.

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7. Click Next.

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Then

Upgrade a Microsoft SQL database

Select Microsoft SQL, and go to Step 9

Upgrade an Oracle database

Select Oracle 10g, and go to Step 16.

9. Select Upgrade existing Glossary database. 10. Click Next.

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11. Enter the SQL Server DNS hostname in the SQL Server Name field. 12. Enter the SQL name and to enable upgrade of the existing Glossary database. You must have istrative rights to specify a name and .

13. Enter the name of the existing Glossary database in the Name of Glossary database to be used by the installation field.

14. Click Next. If you are using SQL Server 2005, the upgrade process runs a check for the READ_COMMITTED_SNAPSHOT command. If the check fails or is set incorrectly, you must run the command after the installation is complete. For more information, “Turning On the READ_ COMMITTED_SNAPSHOT Command” on page 120.

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16. Enter the Oracle DNS hostname in the Database Server Hostname field. 17. Enter the Oracle name and to enable upgrade of the existing Glossary database. You must have istrative rights to specify a name and .

18. Enter the name of the existing Glossary database in the Glossary Database Name (service name) field.

19. Enter the Oracle database port number in the Port field. 20. Click Next.

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21. Click Next.

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22. Click Next.

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23. When the upgrade is completed, click Finish. 24. In Internet Explorer, enter the uPerform server URL in the format http:// and to the server as the to confirm a successful upgrade. If you are using a port other than the default port 80 for IIS, you must enter the uPerform server URL in the format http:// : .

Configuring the Server After Upgrade 1. In Internet Explorer, enter the uPerform server URL in the format http:// and to the server as the to confirm a successful upgrade. If you are using a port other than the default port 80 for IIS, you must enter the uPerform server URL in the format http:// : .

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2. Click Start.

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Description

Client Name

Enter the ed client name.

Product Key

Enter the product key provided.

4. Click Save.

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Do not close Internet Explorer.

5. On the application server, navigate to [uPerform Location]\Collaboration\. 6. Locate the 3.0 DBUpgrade.sql file. 7. Copy the 3.0 DBUpgrade.sql file to the database server. 8. Using SQL Server Management Studio, connect to the updated glossary database. 9. Select FILE > OPEN > FILE. 10. Navigate to the 3.0 DBUpgrade.sql file that was copied to the database server. 11. Ensure the glossary database is selected as the Active Database in SQL Sever Management Studio. 168

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12. Click Execute. 13. Check for errors in the Results pane. 14. In Internet Explorer, click Go to my server in the uPerform Server workspace. Optionally, click View Help Documentation to view the PDF help documents for RWD uPerform.

15. Confirm that there are no error lines in the upgrade log file ([uPerform Location]\Collaboration\3.0UpgradeLog.txt).

16. If you have implemented SSO, re-apply the SSO procedure as documented in “Implement SSO Using NTLM Authentication” on page 125.

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Post-Upgrade Verification Checklist The following checklist can be used to validate the server installation.

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Task

Reference

Create a project on the server.


Add a template to the server, and assign the template to the new project.

Creating Content with RWD uPerform and Managing Content with RWD uPerform

Create a document using the template and check in the new document to the project. (Ensure that there is at least one term in a field/definition table.)


Does the document check in successfully, and does the version increment from 2.0 or higher to 3.0 (as a result of glossary activities)?


Add a definition for the term included in the document.


View the Globalize Queue. Was the document added to the queue?


Select Globalize Now to globalize the document.


View the Globalization history.


View the document. Was the new definition inserted into the document?


Add the document to the Publishing Queue.


View the publishing queue, and select Publish Now.


View the publish history. Did the document publish successfully?


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Chapter 6: Client Overview

The RWD uPerform® environment also includes an editor interface (the client application). Like the server, the client has several hardware and software requirements for installation and operation.

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Introduction to the Client The uPerform client is used by authors to create a dual-function document that is both a stepby-step procedural document and an interactive simulation. In addition, authors can use the client to rapidly create eLearning courses. The client also provides local publishing capability and various server interactions such as check-in/checkout functionality. For complete details on installing and using the uPerform client, refer to the companion manual Creating Content with RWD uPerform.

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Confirming the Required Client Hardware and Software To install and operate the RWD uPerform client, your environment must meet minimum hardware and software specifications. A complete set of hardware and software requirements for both the uPerform client and server can be found in the RWD uPerform Technical Specifications, available on the RWD and SAP knowledgebase websites.

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Client Overview

Installing the Client Installing the uPerform Client Software For detailed instructions on configuring the uPerform client installation and installing the client software, refer to “Chapter 2, Getting Started: Creating Content” in the companion manual Creating Content with RWD uPerform.

Overview of Folders Installed on Client During client installation, the following folder structure is created on the computer at C:\Program Files\RWD uPerform\Client.

Upon client application launch, a similar folder structure is created in: ❐ Windows XP: C:\Documents and Settings\[name]\Application Data\RWD\uPerform\version x.xx ❐ Windows Vista: C:\s\[name]\App Data\Roaming\RWD\uPerform\version x.xx These folder structures and the content of the folders must be maintained to ensure proper operation of the client. 174

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A description of the folders available within the above locations follows: ❐ configuration: Contains recorder configuration files and application settings that are retained from session to session. ❐ data: Contains files to the publishing of simulations and courses in Flash format. ❐ documents: Created in the \Application Data folder structure upon application launch. Stores extracted documents and templates that are currently open in the editor. Do not modify the contents of this folder while the editor is open. ❐ fonts: Contains font files used for publishing. ❐ logs: Created in the \Application Data folder structure upon application launch. Contains editor, recorder, publishing, and batch check-in log files. ❐ skins: Contains skins for the course player background. ❐ stencils: Contains stencils for developing courses. ❐ templates: Contains standard and custom templates available from the uPerform editor. ❐ spellcheck: Contains spellcheck dictionaries in available languages. ❐ temp: The temporary working directory for the application. ❐ unpacked: The working directory for skins, stencils, and templates. ❐ upgrade: Contains files necessary for upgrade from versions 2.0 and higher to version 3.0. ❐ xml: Contains the XML schema and the transforms (XSLT files) required to create published content. To ensure proper file creation and publishing, do not edit or delete these files. Additionally, the default location for content created with uPerform is: In Windows XP C:\Documents and Settings\[name]\My Documents and in Windows Vista: C:\s\Documents.

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Client Overview

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Chapter 7: Uninstalling the Server

The RWD uPerform® application server and search server software can be uninstalled using standard uninstall procedures.

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Uninstalling the Server

Introduction to Uninstalling The following subsections describe the uninstall process for both the application server and the search server. Complete details on uninstalling the client software can be found in Creating Content with RWD uPerform. Uninstalling the uPerform server will not delete the contents of the installation directory nor the contents of your database. Before you uninstall the uPerform server, you should backup your database.

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Uninstalling Stopping the Vignette Software 1. Select START > CONTROL . 2. Select Tools.

3. Select Services.

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4. Select Vignette Collaboration. 5. Select Stop the service. 6. Select VignFileSystemFetch.

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7. Select Stop the service. 8. If you were operating in a clustered environment, open a command prompt and browse to [Vignette Installation Location]\Collaboration and enter bin\stoprmid.bat. This step will allow you to delete the C:\Program Files\RWD uPerform folder from the server without restarting the server.

Deleting the RWD uPerform Website 1. Select START > CONTROL . 2. Select Tools. 3. Select Internet Information Services (IIS) Manager. 4. Select the uPerform Collaboration website.

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5. Click

to stop the service.

6. Select ACTION > DELETE to delete the website.

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7. Select Web Service Extensions. 8. Right-click on WebDav, and select Prohibit. 9. Right-click on Jakarta, and select Delete. 10. Right-click on local computer. 11. Select ALL TASKS > RESTART IIS. Do not click End Now as this will cause the website to be recreated. Allow the process to run until complete.

12. Close IIS Manager. Uninstalling RWD uPerform 1. Select Start > Control > Tools. 2. Select Add or Remove Programs. RWD uPerform® 3.0

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3. Select RWD uPerform. 4. Click Remove.

5. Click Yes. 6. Click Finish. If this process fails (typically because IIS Manager 6.0 has not released some files), restart the server or stop the IIS and World Wide Web Publishing Services and try the process again.

Uninstalling Vignette Collaboration 1. Select START > CONTROL . 2. Select Add or Remove Programs.

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3. Select Vignette Collaboration.

4. Click Change/Remove. If the uninstaller fails because Vignette processes are running, set the Vignette Collaboration service startup type to Manual and restart the server.

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5. Click Next.

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6. Click Uninstall.

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7. Click Finish. Deleting the uPerform Directory 1. Using Windows Explorer, select the [uPerform Location]\Collaboration folder. 2. Select FILE > DELETE. 3. Click Yes at the confirmation prompt. Deleting the Microsoft SQL Server Database 1. to the database server. 2. Delete the Glossary and Collaboration databases used by your uPerform instance.

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Deleting the Oracle Database 1. Select START > ALL PROGRAMS > ORACLE - ORADB10G_HOME > CONFIGURATION AND

MIGRATION TOOLS > DATABASE CONFIGURATION ASSISTANT.

2. Click Next.

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3. Select Delete a Database. 4. Click Next.

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5. Select the Collaboration or Glossary database you want to delete. 6. Enter the name and for the Oracle . 7. Click Finish.

8. Click Yes.

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Then

Perform a second uninstall to delete a glossary database

Click Yes.

Perform a second uninstall to delete a collaboration database

Click Yes.

Complete the uninstall

Click No.

Repeat Steps 3 through 9. Repeat Steps 3 through 9.

Uninstalling the Autonomy Search Software 1. Select START > CONTROL . 2. Select Tools.

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3. Select Services.

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4. Select AutonomyDISH. 5. Select Stop the service.

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6. Select AutonomyIDOLServer. 7. Select Stop the service. 8. Select START > CONTROL . 9. Select Add or Remove Programs. 10. Select IDOL server.

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11. Select Change/Remove.

12. Click Next.

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13. Select Complete Uninstall. 14. Click Next.

15. Click Done. 16. Navigate to the Autonomy folder in Windows Explorer. RWD uPerform® 3.0

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17. Delete the Autonomy folder. 18. Click Yes at the confirmation prompt. 19. Select START > SHUTDOWN. 20. Select Restart from the drop-down list. 21. Click OK.

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Chapter 8: Customizing Options Within uPerform

RWD uPerform® provides three major website customization options: 1) specifying a skin to determine which styles and .xsl files are used on the website; 2) modifying the images, styles, and XSL files that dictate website display; and 3) managing website configuration options such as content filtering and standard phrasing.

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Introduction to Customizing Options The uPerform website folder contains all of the files necessary to drive the display of your end website. These files are organized via the use of a customizable website skin, which controls the visual display and layout of your end website. You can modify and preview your website changes in a staging area prior to modifying your production environment. Website customization steps include: ❐ Create a website folder ❐ Create a skin ❐ Customize the files within the website folder for use with the skin The /WWW/RWDuPerform01 website folder on the uPerform application server contains three subfolders used in the customization process: ❐ Images: Contains images used on the end website. ❐ Style: Contains customizable cascading style sheet (CSS) files. ❐ Transform: Contains customizable Extensible Stylesheet Language (XSL) files. The /WWW/RWDuPerform01 folder is located in the [uPerform Installation Location]/ Collaboration directory. It is recommended that you create a new website folder using the RWDuPerform01 folder as a template. The layout of uPerform content files and the display of publications intended for your end s can be modified via the template editor. For complete details on the template editor, refer to the companion manual Managing Content with RWD uPerform.

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Customizing the Delivered Website Folder The /WWW/RWDuPerform01 folder is delivered with the RWD uPerform server software and is stored on the uPerform application (web) server. This folder contains all of the image, style, and transform files that control the formatting and display of the end website. Before creating a skin and customizing your website, you must create a new folder based on the default RWDuPerform01 folder.

Creating a Custom Website Folder 1. Select the /WWW/RWDuPerform01 folder on the application server. 2. Copy the folder. 3. Paste the copied folder into the /WWW folder. 4. Rename the new folder using a name that is meaningful to your end website (for example, AcmeERP01). Do not use the text “RWDuPerform” in your new folder name as RWD may deliver additional ‘RWDuPerform’ folders in future uPerform releases.

5. Refer to the following subsections for guidance on modifying the contents of your new custom folder.

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Using Cascading Style Sheets A cascading style sheet (CSS) file allows you to maintain centralized settings for formatting options (for example, font and font size) in one file for use by multiple HTML files. uPerform uses CSS files to control the display of the end website. The CSS files are stored on the uPerform application server in the /WWW/[MySite]/Style folder. Before making changes to CSS files, you must create a custom folder. For more information, refer to “Customizing the Delivered Website Folder” on page 201.

Guidance on Modifying Cascading Style Sheets uPerform includes three CSS files: ❐ InfoPakContent.css: Controls the display of Info Pak content presented to the . ❐ uPerformEnd.css: Controls the display of website pages presented to the . ❐ uPerformEndDocument.css: Controls styles on the uPerform document page. You can modify these files to incorporate your corporate standards (for example, font and color scheme). A complete tutorial on modifying cascading style sheets is beyond the scope of this manual. Several books and websites discuss this topic in detail. In particular, the World Wide Web Consortium (W3C) provides helpful information at http://www.w3.org/Style/CSS/.

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The following table provides general guidance on performing common customization tasks in the style sheets. If You Want To

Go To

Modify

Customize the logo and other elements in the top banner

The titleBar section of the CSS file.

#titleBar to set the dimensions, background color, and image URL for the banner. #titleBarLogo to set the logo dimensions and URL. #titleBarNav to set the remaining banner image and dimension options. #titleBarNav #searchGo to style the Search Go button. #titleBarNav #P1 to style the Search text input box.

Change the background color in the content area

Modify the colors used in the left navigation bar

The body tag and #contentWrapper style in the end CSS file.

body tag to specify font, color, and background.

The navBar and navBarToggle sections in the CSS file.

navBar to specify the overall display of the left navigation bar and to set the font size and font color on header tags within the navigation bar.

#contentWrapper to specify height and background.

.commandbarToggleBtnShow and .commandbarToggleBtnHide to modify the toggle button itself and the width of the navigation bar. Styles that include ‘Links’ in the name control the display of buttons, including the color and graphic.

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Working with Website Skins Website skins allow you to customize the display of your end website. You create a skin by specifying styles and .xsl files from a custom /WWW/[MySite] folder. You can choose as many or as few .xsl files as you want to display on the end view. However, each page that will display to the end must have an .xsl file specified. In addition, you can use an existing skin as a template for creating a new skin.

Creating a Website Skin 1. Click istration. 2. Click End Website Configuration. 3. Click Manage Website Skins under End Website Configuration.

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4. Click New Website Skin.


Then

Create a blank website skin

Select None from the drop-down list.

Select an existing website skin to use as a template

Select a skin from the drop-down list.

6. Click Next.

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7. Under General Configuration, edit the following fields: Field

Description

Name

Title of the website skin.

Description

Description of the website skin.

Website Folder

Folder name for your custom site. Example: MySite

Document Properties

Which properties of the document are provided in the .xml Example: transaction_code

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Style Sheet

The .css file from WWW/[MySite]/style folder that is used on all pages except the document page.

Document Page Style Sheet

The .css file from WWW/[MySite]/style folder that is used on the document page.

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8. Under Transformation Settings, perform one of the following options: If You Want To

Then

Create new transformation settings

Enter the name(s) of the .xsl files used to display content on the end website. For a list of these files, refer to “Guidance on XSL Transformations” on page 209. Example: About page: about.xsl

Edit the transformation settings from an existing template

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Edit the name of the .xsl file as necessary. All pages that will display to the end must have an .xsl file specified.

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9. Click Save. 10. Perform one of the following actions:

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If You Want To

Then

Preview the website customizations

For more information, refer to “Using XSL Transformations” on page 209.

Specify the website folder to activate your customizations on the production website

For more information, refer to “Using General Configuration Settings” on page 213.

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Using XSL Transformations An Extensible Stylesheet Language (XSL) file allows you to control the layout of rendered XML pages. uPerform uses XSL files to control the display of the website. The XSL files are stored on the uPerform application server in the /WWW/[MySite]/Transform folder. Before making changes to XSL files, you must create a custom folder. For more information, refer to “Customizing the Delivered Website Folder” on page 201.

Guidance on XSL Transformations The /WWW/[MySite]/Transform folder contains the following XSL files: ❐ about.xsl: Controls the display of the “About” page. ❐ .xsl: Controls the display of the “My ” page. ❐ adddiscussion.xsl: Controls the form for end s to become a discussion recipient. ❐ confirmation: Controls the “Request ” confirmation page. ❐ context.xsl: Controls the display of “bread crumb” text and is not available in the website skin. ❐ discussion.xsl: Controls the display of the “Website Discussion” page. ❐ document.xsl: Controls the display of the content cover page. ❐ editmyalerts.xsl: Controls the display of the “Edit My Alerts” page. ❐ editmyfavorites.xsl: Controls the display of the “Edit my Favorites” page.editsubscription.xsl: Controls the display of the “Subscribe” page for documents, folders, and discussions. ❐ editmysubscriptions.xsl: Controls the display of the “Edit My Subscriptions” page. ❐ folder.xsl: Controls the display of the project title page and “Areas” folders. ❐ form.xsl: Controls the display of the “Edit My Page” and the “Add New Message” and “Request ” pages. RWD uPerform® 3.0

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❐ glossary.xsl: Controls the display of the glossary page. ❐ header.xsl: Controls the display of the website header. This is a global modification and is not available in the website skin. ❐ help.xsl: Controls the display of the help page. ❐ helpdesk.xsl: Controls the display of the help desk page. ❐ home.xsl: Controls the display of the home page. ❐ imports.xsl: Imports common transforms on all pages and is not available in the website skin. ❐ nav.xsl: Controls the display of the navigation toolbar and is not available in the website skin. ❐ objectimages.xsl: Controls the display of images on the website, ensures that the correct image is linked to the correct object, and is not available in the website skin. ❐ removediscussion.xsl: Controls the form for end s to remove themselves from a discussion. ❐ reset.xsl: Controls the display of the “Reset ” page. ❐ search.xsl: Controls the display of the “Search Results” page. ❐ tellothers.xsl: Controls the display of the “Tell Others” page. ❐ top.xsl: Controls the display of the “Projects” page ❐ unsubscribe.xsl: Controls the display of the “Unsubscribe” page. A complete tutorial on XSL transformation is beyond the scope of this manual. Several books and websites discuss this topic in detail. In particular, the World Wide Web Consortium (W3C) provides helpful information at http://www.w3.org/Style/XSL/. The /WWW/Schemes folder contains .xsd files that assist in defining the schema for the XSL files. These .xsd files should be used as a reference only; do not make changes to these files.

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Using Image Files You can overwrite the delivered images to customize logos and icons that display on the website. Image files are stored on the uPerform application server in the folder /WWW/ [MySite]/Images. Before making changes to image files, you must create a custom website folder. For more information, refer to “Customizing the Delivered Website Folder” on page 201.

Customizing Image Files To replace a delivered image file with a custom image (for example, your company logo), perform the following steps:

1. To retain a copy of the original delivered image file, rename the file (for example, add a “.old” extension to the filename).

2. Navigate to the location of your custom image file. 3. Copy the file. 4. Paste the file into the /WWW/[custom website folder]/Images folder. 5. Rename the file using the name of the original image file in the custom folder.

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Previewing the Website Customizations After customizing the website, you should preview your changes prior to activating the changes in your production environment. To preview the website changes, append the following to the uPerform website URL: ?mode=EU_<MySiteSkin> For example: http://www.AcmeSalesTraining.com/gm/?mode=EU_[MySiteSkin] If you use browser caching, you may need to clear your browser cache in order to view changes made to the website. To activate your customizations in your production website, refer to “Using General Configuration Settings” on page 213.

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Using General Configuration Settings General configuration settings allow you to specify the website display to present to your end s (default or custom), enable content filtering, and specify to open files inline.

1. Click istration on the left menu of the server workspace. 2. Click End Website Configuration in the istration area. 3. Click General Configuration in the End Website Configuration area .


Description

Website Folder

Select the website skin to be used.

Display these file types in line

Enter the file extension(s) for the file type(s) you want to display on the end website in an inline frame. File types not listed will open in a new window. Separate multiple file types with a comma. Do not include a period (.) before the file extension.

Enable content filtering

Select this option to enable content filtering on the end website.

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Working with Phrases 1. Click istration on the left menu of the server workspace. 2. Click End Website Configuration in the istration area. 3. Click Translations in the End Website Configuration area.

4. Select the page containing the phrase to be modified from the Current Page drop-down list.

5. In the Current Language field, select the language in which the phrase is to be modified. 6. Click Display.

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Then

Edit the standard phrases

Edit the standard phrase(s) to specify the desired custom phrase. To revert to the standard phrase, click Default to the right of the phrase. Go to Step 10.

Add a phrase

Click Add phrase. Go to Step 8.

Delete a phrase

Click Delete next to the phrase you want to delete. Click OK. You cannot delete standard uPerform phrases. Go to Step 10.

8. Enter a phrase title in the left-most field.

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The title can only contain characters A-Z. Special characters, numbers, and spaces are not permitted.

9. Enter the corresponding phrase in the right-most field. 10. Click Save. You must enter the modified phrase in all desired languages by repeating Step 5 through Step 8 for each language.

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Chapter 9: Managing the Recycle Bin

The RWD uPerform® server includes recycle bin functionality to provide access to deleted content. From a recycle bin, you can restore deleted content as needed.

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Managing the Recycle Bin

Introduction to the Recycle Bin The uPerform recycle bin acts as a ‘safety net’ from which to restore deleted content. When a deletes content objects, discussions, folders, and subfolders, these items are moved to a recycle bin; they are not permanently deleted from the uPerform server. There is one recycle bin for each uPerform project. Only s have access to the recycle bin. A deleted project is not sent to the recycle bin. A deleted project, including all of its documents, messages, and folders, cannot be restored.

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Restoring from the Recycle Bin An can restore items from the recycle bin. When restored, the item is returned to its original location in the uPerform document library. The restore operation sets the owner of the object to the who restored the item. A deleted project is not sent to the recycle bin. A deleted project, including all of its documents, messages, and folders, cannot be restored.

Restoring an Item From the Recycle Bin 1. to the uPerform server via a web browser. 2. Click

.

3. Select the project from which the item was deleted. 4. Click Recycle Bin on the left menu. 5. Click on the hyperlink of the object to restore. 6. Click OK to restore the object.

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Managing the Recycle Bin

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Chapter 10: Performing Routine Server Maintenance

To ensure optimal operation of your RWD uPerform® server environment, several routine maintenance tasks should be performed regularly. These tasks include executing periodic backups and regularly reviewing available logs.

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Performing Routine Server Maintenance

Introduction to Routine Server Maintenance In addition to your crucial backup activities, you should also plan to perform other routine system maintenance tasks on the uPerform servers.

Rebooting the Servers If you need to reboot the search server or the database server, shutdown the uPerform environment as described in "Shutting Down the uPerform Environment" on page 224 before rebooting. At startup, one of the first processes executed by the uPerform server application is to communicate with the search server. If the search server is not running, the indexing service may fail. Consequently, after rebooting, the search server must be running before starting the uPerform application server. Confirm the search server is running by referring to "Testing the Search Functionality Configuration" on page 101. After ensuring the search server is running, refer to "Starting Up the uPerform Environment" on page 224.

Backups A regularly-scheduled backup of all servers in the uPerform landscape is strongly suggested. In addition, you should also perform the following on a regularly-scheduled interval: ❐ Collaboration and Glossary database backups using the storage application recommended by your IT department. ❐ [uPerformLocation]\Collaboration\WWW\uContent folder backup using conventional file backup applications and procedures.

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System Maintenance Tasks On a periodic basis, perform the following routine tasks on the uPerform servers: ❐ Periodically reboot the uPerform application server. ❐ Defragment the server disk drives to improve daily performance. ❐ Periodically change the on all uPerform servers. ❐ Review the following log files for errors: Microsoft Windows Event Viewer (on all servers) C:\Program Files\RWD uPerform\Collaboration\log\CollabConsole.txt (on the application server; logs all uPerform activity, including errors) C:\Program Files\RWD uPerform\WWW\uPerformWS\ServerErrors.xml (on the application server; logs Glossary activities) ❐ Periodically install Microsoft Windows hotfixes and patches. Execute Windows Updates manually on the database server and search server as automatic updates may reboot servers periodically. This practice minimizes the chance of the server rebooting while uPerform is running. (Prior to installing operating system and/or database upgrades, RWD Product to confirm the upgrade is ed by RWD uPerform.) ❐ Check the U and memory utilization of the servers. ❐ Perform database integrity checks on the database server: Check the amount of free space. Check the integrity of the backed up databases. ❐ Install and operate spyware and virus prevention software on the servers. If it is acceptable with corporate security policies, it is recommended that the virus scanner ignore the entire uPerform install directory.

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Startup and Shutdown Processes for uPerform In the event of power failures or emergency situations, you will need to shutdown the servers. The following subsections describe the recommended steps for shutting down the servers to avoid data loss and/or corruption.

Shutting Down the uPerform Environment 1. and shutdown the application server. 2. and shutdown the search server. 3. and shutdown the database server. The database server is always the last server to be shutdown.

Starting Up the uPerform Environment 1. Start the database server. 2. to the database server, and ensure the SQL Server Service or Oracle service is started and operational.

3. Start the search server. 4. and test the search server operation as described in "ing the Autonomy IDOL Server Install" on page 73.

5. After successfully testing both the database and search servers, start the application server. 6. Attempt to to uPerform via the URL: http://[your server address]. 7. Test the search functionality again from the uPerform web browser interface.

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Additional Information and Troubleshooting White Papers RWD-provided white papers are an excellent way to learn more about the uPerform server. These papers are updated frequently and are available on the RWD uPerform knowledgebase at http://www.products.rwd.com. For customers who license RWD uPerform through the RWD-SAP global reseller agreement, the SAP-hosted knowledgebase is available at http:// service.sap.com. Current RWD white papers include: ❐ uPerform Big Picture ❐ Installing RWD uPerform in a Load Balancing Environment ❐ Getting Started with RWD uPerform ❐ Moving an RWD uPerform Database ❐ uPerform Sample Architecture ❐ Creating a Database Maintenance Plan for RWD uPerform ❐ uPerform Database: Frequently Asked Questions

Frequently Asked Questions Frequently Asked Questions (FAQs) also offer up-to-date troubleshooting solutions for issues you may encounter with the uPerform server. FAQs are available on the RWD uPerform knowledgebase at http://www.products.rwd.com. For customers who license RWD uPerform through the RWD-SAP global reseller agreement, the SAP-hosted knowledgebase is available at http://service.sap.com.

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RWD uPerform® 3.0

RWD uPerform® 3.0

Index A application server installing 76 testing installation 95 automated tasks server 146 Autonomy uninstalling 192

B backups 222

C cascading style sheets 202 checklist installation 16, 21, 154, 170 client folders 174 installing 174 overview 172 client hardware 173 client hardware and software confirming 173 client software 173 configuring post-installation 117 search 99 search server 73 server properties 122 SMTP settings 122, 123, 124 confirming client hardware and software 173 server hardware and software 14 content restoring from recycle bin 219 create blank database 23 Oracle blank glossary database 27 oracle blank collaboration database 42 CSS 202 CSS files modifying 202

customizing CSS files 202 images 211 website folder 201 XSL files 209 customizing options overview 200

D database create blank SQL 23 database server 22 SQL 22 deleting Oracle database 189 SQL Server database 188 uPerform directory 188

G general configuration website 213

I images customizing 211 implementing SSO 125 importing s via LDAP 144 indexing overview 15 installation checklist 16, 21, 154, 170 installing application server 76 client 174 database 22 RWD uPerform server software 104 search server 58

L landscape server 10 LDAP importing s 144 server 143 log files server 223

M maintenance tasks 223

227

Index

N

reboot server 222 recycle bin overview 218 restoring 219 restores 222 restoring from recycle bin 219 RWD uPerform uninstalling 183 RWD uPerform server software installing 104 RWD uPerform website uninstalling 181

installing 58 search software uninstalling 192 server automated tasks 146 backup 222 configuration 8, 20, 116 installation 8, 20, 116 installation overview 15 landscape 10 log files 223 properties 122 reboot 222 upgrading 156 server configuration recommended 13 ed 13 server hardware and software confirming 14 server installation overview 8, 20, 116 server maintenance overview 222 server properties configuring 122 shutting down uPerform servers 224 SMTP settings configuring 122, 123, 124 SQL Server 24 blank database 23 install 22 SQL Server database deleting 188 SSO 125 implementing 125 starting uPerform servers 224 stopping Vignette 179 Vignette software 179 system maintenance 223

S

T

NTLM 125

O Oracle create blank collaboration database 42 create blank database 27 install 26 Oracle database deleting 189 overview client 172 customizing options 200 indexing 15 recycle bin 218 routine server maintenance 222 server installation 8, 15, 20, 116

P post-installation configuring 117 preview website customizations 212 properties server 122

R

scheduling tasks 146 search configuring 99 search configuration testing 101 search server configuring 73

228

tasks scheduling 146 testing application server 95 search configuration 101 Vignette installation 95

RWD uPerform® 3.0

U uninstalling Autonomy 192 RWD uPerform 183 RWD uPerform website 181 search software 192 Vignette collaboration 184 uPerform applications 3 client hardware 173 software 173 overview 2 technical 6 uPerform directory deleting 188 uPerform servers shutting down 224 starting 224 upgrade autonomy 157 upgrading server 156 manual conventions 5

V Vignette stopping 179 vignette testing installation 95 Vignette collaboration uninstalling 184 Vignette software stopping 179

W website general configuration 213 previewing customizations 212

X XSL 209 XSL files customizing 209

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