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IBM FileNet P8 Platform Version 5.1.0 Installation Guide for installation on Microsoft Windows with Oracle,

IBM FileNet P8 Platform

Version 5.1.0

Installation Guide for installation on Microsoft Windows with Oracle, IBM WebSphere Application Server, and Windows Active Directory

GC19-3071-04

IBM FileNet P8 Platform Version 5.1.0 Installation Guide for installation on Microsoft Windows with Oracle,

IBM FileNet P8 Platform

Version 5.1.0

Installation Guide for installation on Microsoft Windows with Oracle, IBM WebSphere Application Server, and Windows Active Directory

GC19-3071-04

Note Before using this information and the product it supports, read the information in “Notices”

Note Before using this information and the product it supports, read the information in “Notices” on page 295.

Note Before using this information and the product it supports, read the information in “Notices” on

This edition applies to version 5.1.0 of IBM FileNet Content Manager (product number 5724-R81), version 5.1.0 of IBM FileNet Business Process Manager (product number 5724-R76), and to all subsequent releases and modifications until otherwise indicated in new editions.

© Copyright IBM Corporation 2001, 2011. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents

ibm.com and related resources

ix

How to send your comments

 

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Contacting IBM .

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.x

Part 1. Installing a single-server IBM FileNet P8 Platform system

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Preparing for the installation

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Running the Composite Platform Installation Tool

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Running the Composite Platform Installation Tool

interactively

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Running the Composite Platform Installation Tool

silently .

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Verifying a successful installation

 

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Removing administrator passwords .

 

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Restarting components in a single-server IBM FileNet P8 environment

 

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Restarting FileNet P8 system components on a

 

Microsoft Windows server

 

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Part 2. Installing a distributed IBM FileNet P8 Platform system

 

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Installing IBM FileNet P8 Platform

 

documentation

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. 17

Installing the local information center Installing the IBM FileNet P8 Platform

 

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information center interactively

 

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Installing the IBM FileNet P8 Platform

 

information center silently

 

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. 19

Starting and verifying the IBM FileNet P8

 

information center

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. 20

Backing up and redeploying the FileNet P8

 

information center

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. 21

Installing and configuring Content

 

Engine

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. 23

Installing Content Engine and related client software 24

Installing Content Engine

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Installing Content Engine interactively .

. 26

Installing Content Engine silently . Installing Enterprise Manager

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27

Installing Content Engine software updates.

Installing Content Search Engine Client files .

. 28

. 29

Installing IBM Content Search Services Client

files on Content Engine servers

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Installing IBM Content Search Services

Client files interactively

Installing IBM Content Search Services

Client files silently

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Installing the latest Content Search Engine Client files on Content Engine servers Installing Content Search Engine Client

files interactively

Installing Content Search Engine Client

files silently

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Installing the latest Process Engine Client files on

Content Engine servers

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Installing the latest Process Engine Client files on Content Engine servers interactively Installing the latest Process Engine Client files

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on Content Engine servers silently Configuring Content Engine

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Resolving the names of existing data sources . Granting directory permissions to the Configuration Manager user Configuring Content Engine instances Configuring Content Engine instances by

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using the graphical user interface Starting the Configuration Manager graphical user interface

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. Changing the password save preference . Creating a new configuration profile

Configuring the Global Configuration Data

JDBC data source settings

Configuring the login modules (WebSphere

. Configuring Content Engine application server authentication (LDAP) settings . Configuring the bootstrap settings

and JBoss only)

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Configuring instances by using the command

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line .

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Generating the configuration XML files for

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Editing the configuration XML files for a

. Running the configuration XML files .

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a Content Engine instance

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Content Engine instance .

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Checking the completion status of Content

Engine configuration tasks .

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Enabling application server connections after

. Enabling application server connections after database failover (WebSphere 6.1) Enabling application server connections after database failover (WebSphere 7.0) Deploying Content Engine instances .

database failover

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Deploying instances by using the graphical user

. Deploying Content Engine by using the Configuration Manager command line .

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interface

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. 29

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. 31

. 32

. 33

. 33

34

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. 37

. 37

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. 38

. 39

. 40

. 40

. 41

. 43

. 44

. 45

. 47

. 47

. 52

. 55

. 59

. 62

. 62

62

. 63

. 63

. 65

 

Generating the deployapplication.xml file .

deployapplication task

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. 65

Configuring SSL for IBM Content Search

Editing the deployment configuration files .

. 67

Services

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. 98

Running the deployapplication.xml file

. 68

Encrypting data transmitted over the

Checking the configuration status of the

. 68

. Performing SSL server authentication.

network

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. 98

. 99

. Installing storage device source files .

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. 69

Installing and configuring IBM Legacy Content

 

Installing Tivoli Storage Manager client and adding native API library paths (WebSphere

 

Search Engine .

. Installing IBM Legacy Content Search Engine

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. 102

103

Application Server)

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. 69

Installing IBM Legacy Content Search Engine

Installing Tivoli Storage Manager client .

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. 70

(Windows) .

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. 103

Copying the Tivoli Storage Manager API

 

Installing IBM Legacy Content Search

. Creating a shared library definition for Tivoli Storage Manager native API library

libraries to additional servers

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. 70

70

. Installing IBM Legacy Content Search Engine silently (Windows)

Engine interactively (Windows) .

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. 104

. 105

Installing or updating EMC Centera SDK library

Completing IBM Legacy Content Search

 

files .

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. 70

Engine installation in a highly available

Installing EMC Centera SDK library files Configuring EMC Centera SDK environment

variables

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. 71

. 72

environment (Windows)

Setting the logon user for the K2 Administration Server service (Windows) . 107

. 106

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. Configuring file stores for high availabilty .

Completing Content Engine post-deployment steps 73

. 72

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Configuring IBM Legacy Content Search Engine 108 Configuring services on Administration

Completing Content Engine post-deployment

Servers

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. 112

steps (WebSphere)

. Verifying the Content Engine deployment .

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. 73

. 74

(optional) Installing additional locales . Installing additional locales (Windows) .

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. 113

. 113

Establishing the FileNet P8 domain and Global

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Configuration Data (GCD)

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. 76

Creating a IBM Legacy Content Search Engine

collections directory

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. 115

. Creating the data sources for an object store

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. 79

. Collections directory requirements .

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. 115

Creating the initial object store data sources by

Configuring Content Engine for content-based

 

using the graphical user interface

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. 79

retrieval .

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Creating additional object store data sources by

Enabling additional K2 index servers and

 

using the graphical user interface

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. 81

search servers .

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. 119

Creating the data sources by using the command

Verifying the IBM Legacy Content Search

line .

. Creating the initial object store .

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. Connecting to a highly available Content Engine .

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. 87

Engine installation

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Installing and configuring Process

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. 119

Content Engine in an application server cluster

Engine .

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Installing Process Engine

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121

by using EJB transport

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. 121

 

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Connecting by using Content Engine Web Service

Transport (CEWS)

. Verifying the Content Engine system .

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. 88

. 89

Installing Process Engine interactively . Installing the Process Engine software

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. 122

 

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interactively (Windows) .

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. 122

 

Installing Process Engine silently .

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. 123

 

Installing and configuring Content

Search Engine

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Installing and configuring IBM Content Search

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Services

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. 91

. 91

Installing the Process Engine software

silently (Windows)

. Installing Process Engine software updates .

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Installing the latest Content Engine client files on

 

. 123

. 124

. Installing IBM Content Search Services .

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. 92

Process Engine servers

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. 124

Configuring IBM Content Search Services . Getting the IBM Content Search Services

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. 93

Installing the latest Content Engine client files on Process Engine servers interactively

 

. 125

authentication token

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. 93

Installing the latest Content Engine client files

 

Configuring Content Engine for IBM Content

on Process Engine servers silently

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. 126

Search Services

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. 93

Configuring Process Engine

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. 127

Configuring IBM Content Search Services

Configuring a Process Engine virtual server and

servers on Content Engine

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. 94

database interactively

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Adding index areas for IBM Content Search

Services

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. 95

Configuring a Process Engine virtual server and

database silently

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. 129

Enabling text search on the object store .

. 95

. Encrypting passwords for Process Engine .

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. 133

Configuring objects that can be indexed for

Configuring a Process Engine isolated region.

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content based retrieval

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Verifying the IBM Content Search Services

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. 95

Defining a Process Engine isolated region on the

Content Engine

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. 134

||

installation

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. 96

. Creating a Process Engine Connection Point .

 

. 135

Defining a Process Engine isolated region

Enabling user access to the workflow

interactively

Defining and initializing a Process Engine

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. 135

. Enhanced Timezone Detection .

subscription wizard .

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. 175

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isolated region silently

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. 136

Updating Application Engine settings in a load

Additional configuration for cluster server

balanced environment

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. 175

environments

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. 138

Configuring SSL communication between Process

Engine and Content Engine

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. 138

Configuration and startup tasks

Configuring the Process Engine connection point

177

||

. Adding instances to a Process Engine farm

Verifying Process Engine installation

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. 139

. 139

for Application Engine .

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. 177

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Configuring the Dispatcher service or process in

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Enabling SSL between the Process Engine and the

Process Engine client

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. 178

WebSphere Edge Components

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. 141

Setting up Content Engine and client transport SSL

Installing and configuring Application

security .

. Enabling SSL for Content Engine .

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. 179

. 180

Engine

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143

Enabling SSL between Enterprise Manager and

Installing Application Engine

. 143

the directory service .

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. 181

. Installing Application Engine interactively.

Installing Application Engine silently .

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. 144

. 146

Setting up Application Engine SSL security Setting up full SSL support on a single

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. 181

. Verifying your Application Engine installation

147

Application Engine

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. 182

Installing Application Engine software updates .

. 148

Setting up SSL redirect on a single Application

Installing the latest Content Engine Client files on

Engine server

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. 182

Application Engine servers

. Installing the latest Content Engine Client files on Application Engine servers interactively

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. 148

149

Setting up SSL redirect on two Application

. Using Java Applets in an SSL Environment

Engine servers

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. 183

. 184

. 184

Installing the latest Content Engine Client files

Performing additional configuration tasks

on Application Engine servers silently

150

Installing the latest Process Engine Client files on

 

Optional installation tasks

187

Application Engine servers

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. 151

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Installing and configuring IBM FileNet P8

Installing the latest Process Engine Client files

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publishing components

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. 188

interactively

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. 151

Enabling the Process Engine Component Integrator 188

Installing the latest Process Engine Client files

Configuring and starting the Component

silently

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. 152

Manager (on an Application Engine server)

189

Configuring Application Engine on the application . Configuring Application Engine on WebSphere

server .

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. 153

Specifying connection between Process Engine and Component Manager (on a Process Engine

server) .

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. 190

Application Server

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. 153

Installing an additional instance of Enterprise

Editing web.xml for container-managed

. Editing web.xml for SSO

authentication

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Configuring Java Virtual Machine settings for

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. 154

. 156

. Creating additional file storage areas Verifying the file storage area

Manager

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. Installing IBM FileNet Deployment Manager .

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. 191

. 193

. 193

. 194

JAAS login and memory

Configuring Lightweight Third Party

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. 159

Installing Application Integration

. Installing Application Integration interactively

.

. 195

195

Authentication (LTPA)

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. 161

Installing Application Integration silently .

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. 196

Configuring stand-alone Lightweight

Verifying your Workplace Application

Directory Access Protocol (LDAP)

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. 163

Integration installation

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. 197

. 198

Configuring Lightweight Directory Access Protocol (LDAP) for federated repositories . 164

 

Installing Workplace File Tracker .

Installing the File Tracker software interactively 198

Deploying Application Engine on the application

Installing the File Tracker software silently

199

200

200

server .

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. 165

Deploying multiple Application Engine instances

Deploying Application Engine on WebSphere

Application Server

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. 167

Deploying a second instance of Workplace Deploying each additional Workplace instance

. Re-creating the WAR or EAR file .

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. 167

as an EAR file

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. 201

Deploying the application (WebSphere

 

Enabling Application Engine to use ISRA .

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. 202

Application Server 6.1)

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. 168

ISRA SSL support

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. 203

Deploying the application (WebSphere

 

Installing and deploying the Application Engine

Application Server 7.0)

. Setting Application Engine bootstrap preferences

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. 169

171

. Configuring Workplace site preferences for ISRA 205

ISRA servlet

. 203

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Setting the bootstrap properties on first login

171

Logging in to FileNet Image Services by using

Verifying that a single index has been added for Application Name on the site preferences object

an LDAP account

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. 206

store .

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. 174

Accessing FileNet Image Services library

documents

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. 206

Installing and configuring IBM System Dashboard for Enterprise Content Management

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. 206

Modifying an Autonomy K2 server configuration

206

Adding additional K2 administration servers Installing additional Autonomy K2 administration servers (Windows) Installing additional Autonomy K2 administration servers interactively

207

. 207

(Windows) .

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. 208

Installing additional Autonomy K2 administration servers silently (Windows) . 208 Configuring additional K2 administration

servers

. Moving Autonomy K2 servers to new hardware

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. 209

209

Moving K2 administration server software to

. Removing K2 administration servers from your Content Search Engine

new hardware

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. 210

210

Dedicating a Verity domain to one object store

211

Installing the COM compatibility layer (CCL)

212

Part 3. Removing software

Removing the IBM FileNet P8

documentation

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.

Removing the FileNet P8 documentation from a WebSphere Application Server

Removing Content Engine

Removing part or all of a Content Engine installation interactively by using the Windows

control panel

. Removing data associated with Content Engine

. Removing Content Engine silently .

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213

215

215

217

. 217

. 217

218

Removing Workplace Application

Integration

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229

Removing or modifying Workplace Application

Integration interactively .

 

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. 229

Removing Workplace Application Integration

 

silently

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. 229

Removing Workplace File Tracker

231

Removing Workplace File Tracker interactively . Removing Workplace File Tracker silently

. 231

. 231

Part 4. Appendixes

 

233

Appendix A. Configuration Manager

.

reference .

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.

235

Overview of Configuration Manager

 

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. 236

Configuration profile concepts

 

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. 236

Using the graphical and command-line user

interfaces

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. 238

Gathering Configuration Manager values by using the installation and upgrade worksheet . 238

Handling passwords in Configuration Manager

239

Accessing the Configuration Manager log files

239

Correcting a dotnetclient configuration profile error 240 Adding an SSL signer to the Configuration

Manager keystore (WebSphere)

 

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. 241

Correcting an SSL Signer Exchange Prompt error

. Configuration Manager user interface reference .

(WebSphere)

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. 242

. 242

Starting Configuration Manager

 

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. 243

Configuration Manager window

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. 244

Main toolbar

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. 244

Profile toolbar .

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. 245

Task toolbar

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. 245

Console toolbar .

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. 246

Configuration Manager menus and commands 247

 

Working with Configuration Manager

.

. 249

Removing IBM FileNet Content Search

 

Configuring a Content Engine instance

. 250

Engine

.

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219

Setting the password save preference

. 251

Removing IBM Content Search Services software

interactively .

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219

Creating a profile for a new installation

. 251

Removing IBM Content Search Services

. 219

Opening and closing an existing profile or

task

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. 252

Removing IBM Content Search Services silently 220

Editing the application server properties .

. 252

Removing IBM Legacy Content Search Engine . Removing additional IBM Legacy Content

. 220

Editing the properties for a specific task . Editing the configure JDBC data source

. 253

Search Engine locales (Windows)

 

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. 221

. Editing the configure LDAP task .

task

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. 253

. 254

Removing Process Engine (Windows) 223

223

Editing the configure bootstrap properties

settings .

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. 254

Removing Process Engine interactively (Windows) Removing Process Engine silently (Windows)

224

Editing the deploy application task .

. 254

 

Applying the property settings by running a

Removing Application Engine

(WebSphere)

.

 

specific task .

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. 255

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. 225

Applying the JDBC data source settings

.

Configuring the login modules

.

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.

255

. 255

. 256

 

Applying the LDAP settings .

Removing the Application Engine

 

Applying the bootstrap properties settings 256

ISRA servlet

.

.

.

.

.

.

.

. 227

Deploying the application .

. Adding an additional task to your profile

.

.

.

. 256

257

 

Deleting a task from a profile .

.

.

.

.

. 257

Running all tasks at the same time .

.

.

. 258

Verifying the Content Engine server is available

Running a single task

.

.

.

.

.

.

.

. 258

to Process Engine on the network .

 

.

.

.

. 290

.

.

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.

.

. 258

Ping the Content Engine server .

.

.

.

. 290

Checking the task status Viewing the session log .

. Saving your changes to a task or profile

.

.

.

.

.

.

.

.

configmgr.ini parameters

.

.

.

.

. 259

. 259

. 259

Verifying that the Process Engine can connect to a FileNet Engine Web page on Content Engine . 290 Verify the connection to the Content Engine

. Configuration Manager command-line reference

260

FileNet Engine Web page

 

.

.

. 291

Running Configuration Manager commands .

. 260

Verifying that Process Engine can connect to

 

How to read the syntax diagrams .

.

.

. 261

Content Engine by using the Content Engine

checkstatus command .

.

.

.

.

.

.

. 261

URI

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.

.

.

.

.

. 291

execute command

.

.

.

.

.

.

.

. 265

Verify the Content Engine connection using

generateconfig command .

.

.

.

.

.

. 268

the Content Engine URI .

 

.

.

.

.

.

.

. 292

gui command

.

.

.

.

.

.

.

.

. 274

Recovering from errors during Content Engine

 

listtasks command

.

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.

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.

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.

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.

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.

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.

.

.

.

.

.

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. 274

upgrade .

 

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.

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.

.

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.

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.

.

. 292

movetask command .

.

.

. 277

 

removetask command

storepasswords command .

.

.

.

.

. 280

. 282

Recovering from errors during Global Configuration Data (GCD) upgrade

Recovering from errors during an object store

.

.

. 292

 

upgrade .

 

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.

.

.

.

.

.

.

. 293

Appendix B. Troubleshooting FileNet P8 Platform installation and upgrade . 287

Notices .

 

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.