installing ibm docs on a single server

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Roberto Boccadoro ELD Engineering [email protected] ICON UK 2015 Installing IBM Connections Docs in a single server configuration Martti Garden IBM Germany [email protected] September 2012

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Page 1: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Roberto BoccadoroELD [email protected]

ICON UK 2015Installing IBM Connections Docs in a single server configuration

Martti GardenIBM [email protected]

September 2012

Page 2: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

About me

Joined Lotus in 1994, we were selling cc:Mail then, Notes was V3 and was sold as development platform.

Bought by IBM, remained there since Sept. 2012 in Technical Sales.

Actually working as IT Specialist / IT architect for ELD Engineering; we’re not technically a Business Partner but we work for Business Partners helping them in proposing and deploying solutions for their customers.

I have worked with almost all the products Lotus/IBM has created in the collaboration space, my actual focus is mostly IBM Connections, IBM Sametime, IBM Docs, Quickr migration to Connections.

Outside work, I am a husband and father of 4 (2 humans, 2 cats) and an amateur astronomer.

Page 3: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

About me

Joined IBM in 1997 as a student and was happy to see the introduction of Lotus Notes 4.5 in 1998.

Since 2000 I am working as a Technical Sales with side steps into Salesand Services.

I have worked with mobile solutions from IBM (IBM Mobile Connect, WebSphere Everyplace Access, WebSphere Everyplace Server, WebSphere Everyplace Connection Manager) and the Lotus portfolio with strong focus on Social Solutions (IBM Connections, IBM Docs and IBM Verse).

Outside work I am … What’s outside work?!? ;-)

Page 4: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

What is IBM Connections Docs ?

With IBM Docs, teams can simultaneously collaborate on word processing, spreadsheet and presentation documents inside and outside the firewall to improve productivity.

IBM Docs authors will be able to store and share documents in IBM SmartCloud, IBM Connections on premise or Filenet, co-edit documents in real time or edit the most up-to-date version on the server regardless if the editing session is concurrent, asynchronous or individual... this greatly decreases the management of multiple revisions from multiple authors in team-based documents.

IBM Docs requires only a browser. There is no other desktop software to install. Utilizing the web browser, users will be able to easily create professional looking documents and share them with others. IBM Docs is designed to be simple yet powerful, allowing users to get started quickly and easily.

Web-based collaborative editors for creating, sharing and collaboratively authoring word processor documents, spreadsheets and presentations.

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UKLUG 2012 – Cardiff, Wales

Architecture (medium to large)

***

*Also: Oracle, soon: MS SQL

**Also: CIFS

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IBM Connections Docs componentsAn IBM Connections Docs deployment consists of six components:

Docs Editing server (document service)This component provides the core logic for processing of the documents.

Document Format Conversion server (conversion service)This component performs document type transformations.

Docs extension plug-in and daemon libraryThese components are the integration elements which enable IBM Connections users to open and edit a document within the Connections Docs context.

File Viewer server (viewer service)The viewer service enables viewing of the latest published version of a document.

File Viewer extension plug-in and daemon libraryThese components are the integration element which enable Connections users to view a document within the Connections Docs context.

Docs proxyThe proxy is used for session affinity in Connections Docs. Session affinity routes requests for the same document from different clients to the same Docs server node.

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UKLUG 2012 – Cardiff, Wales

Shared storage

Connections Docs shared storage is used by each of the Connections Docs components to store drafts or transfer files between servers. There are three shares that need to be configured for Connections Docs.

The Connections Docs and Conversion components share storage for the editing and publishing of documents. This shared storage is supported for either NFSv3 or CIFS (SMB). This share is referred to as DOCS DATA.

The File Viewer and Conversion components share storage for the viewing of documents. If File Viewer and Conversion are installed on the same server, this storage can be local. If they are installed on different servers, this shared storage is supported for either NFSv3 or CIFS (SMB). This share is referred to as VIEWER DATA.

The File Viewer and Connections Files components share storage for the viewing of documents. If File Viewer and Connections Files are installed on the same server, this storage can be local. If they are installed on different servers, this shared storage is supported for either NFS or CIFS (SMB). This share is referred to as the Connections Files Content Store.

Page 8: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Architecture (medium to large)

***

*Also: Oracle, soon: MS SQL

**Also: CIFS

Page 9: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Why a single server install makes senseIBM says it is useful only for demos / POCs

Here in Europe there are thousands of SMB customers with a few hundreds of users, if not less, with a relatively small IT infrastructure; also WAS is powerful enough to serve hundreds of users on a single instance.

For this kind of deployment a single server installation is definitely a viable solution.

Page 10: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Two options

You can install Docs on the same server where there is IBM Connections, assuming you have a powerful machine

Or….

You can install Docs in a separate server and federate it with the Deployment Manager of IBM Connections

Page 11: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Installation

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UKLUG 2012 – Cardiff, Wales

First we need to create two shares for IBM Docs. We create them in C:\IBM and name them DocsShare and ViewerShare.

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UKLUG 2012 – Cardiff, Wales

Create Docs dbDownload the install package from Passport: IBM Connections Docs V1.0.7 for Windows and Linux Multilingual (CN30NML ), is a file named CNNCTNS_DOCS_1.0.7_WINLNX_ML.zip.zip

Unzip it, you’ll see this

Go in the “native” directory, you’ll see this

Page 14: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Unzip “DocsApp_1.0.7.zip”, you’ll see this

Open a DB2 Command Window - Administrator

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UKLUG 2012 – Cardiff, Wales

In the newly opened window navigate to the newly created directory ../DocsInstallPack/native/DocsApp_1.0.7/setupDB in a db2cmd on the DB server and execute the createdb.bat .

You need to be patient, it may appear that nothing happens for a few minutes.

Some minutes later you should see all commands have been completed successfully. Now run the updateDBSchema.bat command.

Page 16: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

When finished you’ll see this

The databases have been created with access rights to a user called DocsUser. As we want to use the

same user as we use with IBM Connections, we need to grant access to lcuser.

In the same folder edit appGrants.sql.

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UKLUG 2012 – Cardiff, Wales

Replace all occurrences of DOCSUSER with LCUSER and save the document.

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UKLUG 2012 – Cardiff, Wales

Now go back to the DB2 command line processor and run the following command:

db2 -td@ -f appGrants.sql

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UKLUG 2012 – Cardiff, Wales

Install Python 2.7.xIBM Docs 1.0.7 needs Python for the installation, therefore we will need to provide it. Make sure to select “Add python.exe to Path”, as it is per default unselected!

Page 20: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Disable User Account Control (UAC)As the Docs installer will install parts (or all depending on you topology) of IBM Connections Docs remotely, Windows User Account Control will need to be turned of. The installation will fail with errors about remote jobs if this step is missed! Remember to reboot all servers after changing this setting. UAC can be enabled again after the installation.

Page 21: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Install Docs 1.0.7IBM Docs 1.0.7 comes with a new graphical installer based on IBM Installation Manager; much easier than previous versions.

Make sure Connections is running and start Installation Manager.

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UKLUG 2012 – Cardiff, Wales

and go to ../DocsInstallPackage/repository.config and click Open

Click on File / PreferencesClick on Add Repository

Click on Browse..

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UKLUG 2012 – Cardiff, Wales

Now click OK.

In the next screen click OK again.

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UKLUG 2012 – Cardiff, Wales

Now we click on Install.

Select IBM Connections Docs and click Next

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UKLUG 2012 – Cardiff, Wales

Accept the license terms.

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UKLUG 2012 – Cardiff, Wales

The default directory is fine so click Next.

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UKLUG 2012 – Cardiff, Wales

Now you can choose which product you want to integrate Docs with.

Deselect the Docs Proxy Server, as it is only needed, when you have more than one Docs Server.

Click Next.

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UKLUG 2012 – Cardiff, Wales

On the information panel click Next.

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UKLUG 2012 – Cardiff, Wales

Now enter the wasadmin and corresponding password and click on browse.

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UKLUG 2012 – Cardiff, Wales

Go to C:\IBM\WebSphere\AppServer\Profiles\AppSrv01 and click OK.

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UKLUG 2012 – Cardiff, Wales

Now click validate.

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UKLUG 2012 – Cardiff, Wales

You will get no confirmation pop up. Once the Next button becomes available click it.

Now we need to map the Nodes to the Applications. Map all application to the first node and (optionally) the

Web server to webserver1 (or in this example Conn5Node01) by first selecting the nodename and then the “>>” button at the proper application.

Page 33: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Now we need to scroll down and click on validate.

Again you will get no notification popup when the validation is done. Click on Next once it comes

available.

Now we need to supply the local Admin username and password. This is necessary since it is a

remote deployment from the Deployment Manager. It just happens to be on the same machine in

our case. Enter the credentials in all instances. Then click Validate.

Page 34: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

We have selected CCM integration so on the next screen enter the following values:

http://yourservername/fncmis

http://yourservername/dm

the administrative username of Filenet

http://yourservername/communities

Page 35: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

We have no chat installed, so we just click Next.

Page 36: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

On the DB2 Panel enter the values and then click Next:

Database server: yourservername

User Name: lcuser

Password: yourpassword

Database product: DB2

Database name : CONCORD

JDBC driver Library path : C:\IBM\SQLLIB\java

Port 50000

Page 37: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

The following panel may be a bit confusing when installing everything locally. Fill it out as follows and click Next:

Switch NFS to CIFS for both Docs and Viewer. For each of the two folder settings use the same ones:

C:\IBM\DocsShare and C:\IBM\ViewerShare

Page 38: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Now select the path where to install the Conversion Server and how many CPU cores to use. For

the path choose C:\IBM\Conversion and reduce the cores to 2. The port should be fine.

Page 39: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Choose C:\IBM\Docs for the installation target for the Docs component and click Next.

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UKLUG 2012 – Cardiff, Wales

On the next Panel we don’t need to do anything and can click Next.

Page 41: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Now we need to provide the directories for the Extension and Daemon installation.

For the Extension directory browse to C:\IBM\Connections\data\shared\provision\webresources .

The Daemon should be installed in C:\IBM\Connections\data\shared\ .

Click Next.

Page 42: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Now we can choose whether the Web and Connections server should be restarted during the

installation. This is useful when installing IBM Connections Docs in production environments because

it allows you to do the Docs installation at any time and to do the restart of the production Connections

environment in a specific maintenance time frame. Of course setting both to No will also decrease

the installation time a lot, since the Connections Server do not get restarted once with each feature

installed. In our example we choose No for both. Click Next.

Page 43: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Click Next on the configuration file overview panel.

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UKLUG 2012 – Cardiff, Wales

Now you click on Install and grab a coffee or a beer (maybe two) .

Page 45: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

During the installation two black windows will pop up. This is expected (and annoying, as they pop up

every few minutes). These are the conversion tasks running. At the end of the installation we will

alter the Task Scheduler to have them started hidden. So long just minimize them once they pop up.

In the end you should see the following screen:

Page 46: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Now there is only one last thing to do so that from the next reboot on the two black windows should not appear anymore.

Go to the Windows Task Scheduler:Double Click on the kill_timeout task.

Change it to run whether the user is logged on or not and select Do not store password. Also select hidden and then OK.

Page 47: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

We do the same with the sym_monitor: Double click it…

Change it to run whether the user is logged on or not and select Do not store password. Also selecthidden and then OK.

Page 48: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales

Page 49: Installing ibm docs on a single server

UKLUG 2012 – Cardiff, Wales