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Ts 671sp1 Install Win v01 en
Ts 671sp1 Install Win v01 en
Installation Guide
Release 6.7.1
Service Pack 1
Windows
®
© 2003-2007 Interwoven, Inc. All rights reserved.
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or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior
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of the materials to avoid violating the law which could result in damages or other remedies.
Interwoven, Inc.
160 East Tasman Drive
San Jose, CA 95134
http://www.interwoven.com
Printed in the United States of America
Interwoven, Inc. 4
Contents
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List of Tables
Table 1 Notation conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Table 2 Disk space required for TeamSite installation . . . . . . . . . . . . . . . . . . . . 15
Table 3 CPU and memory requirements: TeamSite server . . . . . . . . . . . . . . . . . 17
Table 4 CPU and memory requirements: Search server . . . . . . . . . . . . . . . . . . . 18
Table 5 CPU and memory requirements: TeamSite and Search servers . . . . . . . 18
Table 6 TeamSite installation locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Table 7 Information required for TeamSite installation . . . . . . . . . . . . . . . . . . . 29
Table 8 Information required for Interwoven Search installation . . . . . . . . . . . . 31
Table 9 File status and display in ContentCenter Standard . . . . . . . . . . . . . . . . . 98
Table 10 WebDesk Pro and ContentCenter Professional commands. . . . . . . . . . 113
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List of Figures
Figure 1 Introduction screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Figure 2 License Agreement screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Figure 3 Product Files screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Figure 4 License Information screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Figure 5 License File screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Figure 6 Information screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Figure 7 Content Store location screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Figure 8 IIS default configuration screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Figure 9 Web Ports screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Figure 10 Ports in use screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Figure 11 Event Subsystem And Utility Daemon Ports screen . . . . . . . . . . . . . . . . .38
Figure 12 Event subsystem Database Type screen . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Figure 13 Event subsystem Database Configuration screen . . . . . . . . . . . . . . . . . . . .39
Figure 14 Event subsystem Database Drivers Directory screen . . . . . . . . . . . . . . . . .40
Figure 15 ReportCenter License Key screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
Figure 16 ReportCenter Database Type screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Figure 17 ReportCenter Database Configuration screen . . . . . . . . . . . . . . . . . . . . . .41
Figure 18 Crystal Enterprise Report Information screen . . . . . . . . . . . . . . . . . . . . . .42
Figure 19 Crystal Enterprise Report Database Information screen. . . . . . . . . . . . . . .42
Figure 20 Authentication Method screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Figure 21 ContentServices License Key screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Figure 22 VisualAnnotate Administrator Email screen . . . . . . . . . . . . . . . . . . . . . . .44
Figure 23 ReportCenter Installation Information screen . . . . . . . . . . . . . . . . . . . . . .44
Figure 24 Installation Complete screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Figure 25 Introduction screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Figure 26 Product Files location screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Figure 27 TeamSite Server Host screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Figure 28 Functionality to Enable screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Figure 29 Search Server Ports and Shared Filesystem Location screen . . . . . . . . . . .49
Figure 30 Index Server Ports and Shared Filesystem Location screen . . . . . . . . . . . .50
Figure 31 Enable Incremental Updates screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Figure 32 Event Subsystem JNDI Server Port screen. . . . . . . . . . . . . . . . . . . . . . . . .51
Figure 33 Index Server Host and Port screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Figure 34 Installation Complete screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Figure 35 Introduction screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
Figure 36 IIS confirmation screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Figure 37 Web Ports screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56
Figure 38 Event Subsystem and Utility Daemon Ports screen . . . . . . . . . . . . . . . . . .57
Figure 39 Event Subsystem Database Type screen. . . . . . . . . . . . . . . . . . . . . . . . . . .58
Figure 40 Event Subsystem Database Configuration screen . . . . . . . . . . . . . . . . . . .58
Figure 41 Event Subsystem Database Drivers Directory screen. . . . . . . . . . . . . . . . .59
Figure 42 ReportCenter License Key screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Figure 43 ReportCenter Database Type screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
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About This Guide
The TeamSite Installation Guide describes the procedures for installing, upgrading, and
licensing TeamSite and the initial, one-time configuration of all related system
resources. The actual TeamSite Content Server configuration settings are described in
the TeamSite Administration Guide. You may want to refer to the TeamSite
Administration Guide if you are not familiar with basic TeamSite concepts (for
example, the Content Store, user roles, branches, workareas, and so on).
This guide is primarily intended for TeamSite administrators and Master users, web
server administrators, and system administrators.
Users should be familiar with IIS web servers, and with basic Windows operations such
as adding users and modifying ACLs.
Notation Conventions
This manual uses the following notation conventions:
You can use the dir /x command to display the long and short versions of the file
names in the current directory.
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About This Guide
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Chapter 1
Installation Prerequisites
This chapter describes the server hardware requirements that must be met before you
begin the installation procedure. See the TeamSite Release Notes for details about
software requirements and compatibility with other Interwoven products.
Disk Space
The following table lists the permanent and temporary storage requirements for the
TeamSite software when installing from CD-ROM. During installation, additional
temporary storage is required. Following installation, only the permanent storage is
needed.
Additionally, if you install from the download package rather than from the CD-ROM,
you need 730 MB to download and expand the package
You will need additional disk space for your Content Store. The Content Store is a large
directory structure where TeamSite stores your content files and metadata files. The
Content Store requires five to 10 times the total amount of disk space you expect your
content files to consume (for example, if you plan to manage 2 GB of content in
TeamSite, the Content Store should have at least 10 GB of disk space available).
The installation program prompts you for the location of the Content Store; ensure that
this location has room for at least five times the size of the content you plan to store
there. For ease of maintenance, the Content Store should be installed to its own
partition.
CPU and RAM recommendations for a system running the TeamSite server are based on
the activity level of users who are concurrently using TeamSite, the total number of
licensed TeamSite users, and the size of the Content Store.
CPU and RAM recommendations for the system running the Interwoven Search server
are based on the type of content being searched (such as documents, data records, or
extended attributes), the frequency of query operations, and the required query response
time.
CPU and RAM recommendations also are based on whether the TeamSite and Search
servers run on the same system or separate systems.
The following sections show the CPU and RAM recommendations for:
A system running just the TeamSite server
A system running just the Interwoven Search server
A system running both the TeamSite and Interwoven Search servers
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Chapter 1: Installation Prerequisites
1. Numerous Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; frequent data record generation; frequent development of
workflows, presentation templates, and other file editing.
2. Occasional Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; occasional data record generation or file editing; few
development activities.
3. Infrequent Get Latest, Submit, Publish, or compare operations; occasional Web site
or directory navigation; occasional data record generation or file editing; no
development activities.
1. Numerous Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; frequent data record generation; frequent development of
workflows, presentation templates, and other file editing.
2. Occasional Get Latest, Submit, Publish, or compare operations; ongoing Web site or
directory navigation; occasional data record generation or file editing; few
development activities.
3. Infrequent Get Latest, Submit, Publish, or compare operations; occasional Web site
or directory navigation; occasional data record generation or file editing; no
development activities.
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Chapter 1: Installation Prerequisites
Disk Configuration
For maximum disk space efficiency, the TeamSite Content Store should be installed on
drives formatted with a 1024 byte cluster size. For ease of maintenance, you may want
to install the Content Store on its own partition.
It is recommended that you use RAID 0+1 to configure your environment. RAID 5 can
also be used for environments with a relatively low number of writes as a percentage of
total accesses. Because TeamSite environments generally have a large percentage of
writes, RAID 0+1 should provide better overall performance. In addition to using RAID
configurations, it is recommended that you use the fastest available SCSI controllers
(160 MB/second transfer rate) and SCSI drives (10,000 RPM).
NOTES
Software RAID solutions are not recommended because they are very
CPU-intensive.
Installing TeamSite on a Primary Domain Controller (PDC) or a Backup Domain
Controller (BDC) is not supported. This can cause poor overall performance,
problems with local login access, and workflow issues.
TeamSite can only be installed on a Windows server if the server has been added to
a valid Windows domain.
The display setting on the Windows server must support at least 256 colors or the
TeamSite installation program cannot be started.
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Chapter 2
Installing TeamSite
This chapter describes the process for installing, upgrading, and licensing TeamSite.
The following topics are included in this chapter:
Installing a Service Pack Release
Installing a Base Release
What Gets Installed?
Installing ReportCenter as a Standalone Module
Required Input for TeamSite and Search Installations
Installing TeamSite
Installing Interwoven Search
Licensing TeamSite
Upgrading from a Pre-6.7.1 TeamSite Release
Uninstalling TeamSite and Search
NOTE
TeamSite 6.7.1 must be installed as described starting in the section “Installing a Base
Release” before you install TeamSite 6.7.1 Service Pack 1 as described here. Likewise,
Interwoven Search 2.1 must be installed as described starting in the section “Installing a
Base Release” before you install Interwoven Search 2.1 Service Pack 1 as described
here.
Installation Order
If you are installing or upgrading to the TeamSite 6.7.1 and Search 2.1 base releases and
service packs, the overall installation order must be the following:
1. Base TeamSite 6.7.1 release
2. Base Search 2.1 release
3. TeamSite 6.7.1 Service Pack 1
4. Search 2.1 Service Pack 1
If TeamSite 6.7.1 and Search 2.1 are already installed on your system and you are only
upgrading to Service Pack 1 for TeamSite and Search, the installation order must be the
following:
1. TeamSite 6.7.1 Service Pack 1
2. Search 2.1 Service Pack 1
Attempting to install Search modules together with TeamSite modules in any other order
will result in either a failed installation or the inability to uninstall and then reinstall
releases correctly.
NOTE
Multi-byte characters are not permitted in the installation package path.
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Chapter 2: Installing TeamSite
NOTE
The service pack installs the Apache Derby database software, which is another
database you can use for the event subsystem. See the TeamSite Administration Guide for
information about configuring a Derby database.
NOTE
Multi-byte characters are not permitted in the installation package path.
NOTE
TeamSite 6.7.1 must be installed as described here before you install TeamSite 6.7.1
Service Pack 1 as described in “Installing a Service Pack Release”. Likewise, Interwoven
Search 2.1 must be installed as described here before you install Interwoven Search 2.1
Service Pack 1 as described in “Installing a Service Pack Release”.
TeamSite Components
The TeamSite installation program automatically installs the following components and
their supporting files:
TeamSite Content Server (iwserver)
ContentCenter Core Toolkit
ReportCenter (formerly Report Server or TeamSite Reporting). This is an optional
module; during TeamSite installation, you can choose not to install ReportCenter.
TeamSite end-user browser interfaces (described in Chapter 4, “Configuring
TeamSite Clients”):
ContentCenter Standard
ContentCenter Professional
TeamSite Content Store (formerly the backing store or MultiStore)
TeamSite Administration GUI
Interwoven Content Transformation Services
VisualAnnotate (English locales only; formerly had its own installation program)
VisualPreview (formerly SmartContext Editor or SCE)
Local File Manager (formerly Launch Pad)
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Chapter 2: Installing TeamSite
By default, TeamSite is installed in the following locations (you may select alternate
locations for some of these files during the installation process).
Application Server
The Apache Tomcat application server is included with TeamSite and is installed when
you perform an installation as described in “Installing TeamSite” on page 31. TeamSite
also supports the IBM WebSphere and BEA WebLogic application servers. See
“Configuring Application Servers” on page 103 for details about configuring TeamSite to
use either of these application servers.
Log Files
The TeamSite installation program installs a number of log files that contain
information about the success or failure of the installation procedure, maintain an
inventory of the TeamSite modules and Interwoven products that are installed, and
monitor the TeamSite Content Server and UIs. These files are described in the sections
that follow.
The TeamSite installation log files are created one level up from the TeamSite directory
in the iwinstall\log directory. For example, if you accepted the default installation
directory (\Interwoven\TeamSite), the following log files are placed in the
\Interwoven\iwinstall\log directory:
where timestamp represents the last modification date using the format hhmmMMDDYYYY.
For example, 042003182007 means that the log was created at 4:20AM on March 18,
2007.
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Chapter 2: Installing TeamSite
The installation program creates an XML-format log file for each module that is part of
TeamSite. The modules are as follows:
where the timestamp notes the last modification date using the format: hhmmMMDDYYYY.
For example, 042003182007 means that the log was created at 4:20AM on March 18,
2007.
The installation program creates an XML-format log file for each Interwoven product
that it installs. The product log file containing details of the product driver is named
Interwoven_TeamSite_releaseNumber_InstallLog.xml, and is located by default in
/Interwoven/iwinstall/products/productName/log/.
These text-format files log activities performed by the TeamSite Content Server
and UIs. The default location of these files is:
C:\Program Files\Interwoven\TeamSite\local\logs\
iwevents.log
iwserver.log
iwtrace.log
iwutild.log
/iwui/servletd_err.log
/iwui/servletd_out.log
The iwui directory can include several additional log files. Refer to the TeamSite
Administration Guide for more information about these log files.
Password Syntax
The TeamSite and Search installers cannot parse specified password strings containing
more than one dollar sign ($). For example, if you specify the database password in
step 20 on page 39 such that it contains two dollar signs (for example, asd$fjkl$dd), the
password is not set correctly in the corresponding configuration file. To correct this, you
must edit the configuration file manually.
Interwoven Search
Interwoven Search, which also includes indexing features, is installed separately from
TeamSite. To install Interwoven Search, you perform a procedure similar to the
TeamSite installation procedure. See “Installing Interwoven Search” on page 45 for
details.
where dir_name is the directory where you unpacked the TeamSite installation
package.
4. Change directories to the location of the TeamSite installer.The following is a
typical installer location, although the location on your system could be different.
top_level_unpacking_folder\TeamSite\InstallerData\modules\tsreport\
Disk1\InstData\NoVM
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Chapter 2: Installing TeamSite
TeamSite Information
Table 7 Information required for TeamSite installation
Default
Information Step Notes
Provided?
Location of TeamSite step 6 on page 33 Yes Referred to as iw-home
program files. throughout documentation.
TeamSite license file. step 9 on page 34 No The file must be named
TS.lic and reside in
iw-home\etc.
Location of Content step 14 on Yes
Store. page 36
Automatic vs. manual IIS step 15 on Yes Manual configuration is a
configuration. page 36 post-installation task and is
described in “Running the
IIS Configuration Script
Manually” on page 69.
Web server ports: HTTP, step 16 on Yes
HTTPS, Servlet, Proxy, page 36
and Web Server.
Event subsystem ports: step 17 on Yes
OpenJMS server, JNDI page 38
server, and utility
daemon.
Event subsystem database step 17 on Yes
type. page 38
Event subsystem database step 19 on No Required only if a database
information: server name, page 39 was selected in the previous
listen port, database step.
name, administrator
name, and administrator
password.
Location of event step 20 on No Required only for mssql and
subsystem database page 39 db2.
drivers.
ReportCenter license key. step 21 on No Required only if installing
page 40 ReportCenter at this time.
ReportCenter can optionally
be installed later as a
separate module.
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Chapter 2: Installing TeamSite
Search Information
Table 8 Information required for Interwoven Search installation
Default
Information Step Provided Notes
?
Location of Interwoven step 4 on page 47 Yes
Search program files.
Name of the TeamSite step 5 on page 47 Yes
server.
Whether to enable Search, step 6 on page 48 Yes You must enable at least
indexing, or both. one.
Search server port and file step 7 on page 48 Some Required only if Search
system information: search was enabled in the
server port, search agent previous step. Defaults
port, search agent callback provided for all except
port, file system location location of indexed
containing indexed branches.
TeamSite branches.
Index server port and file step 9 on page 49 Some Required only if indexing
stem information: index was enabled in an earlier
server port, index agent step. Defaults provided for
port, index agent callback all except location of
port, file system location indexed branches.
containing indexed
TeamSite branches.
Whether to enable step 9 on page 49 Yes Required only if indexing
incremental updates. was enabled in an earlier
step.
Event subsystem JNDI port. step 11 on page 51 Yes Required only if
incremental updates were
enabled in the previous
step. This is the same
value that was entered in
step 17 on page 38.
Indexing server host name step 12 on page 51 Some Required only if you
and port. enabled search and did not
enable indexing in an
earlier step. Default port
number is provided.
Installing TeamSite
The sections that follow describe how to install the TeamSite base release using
graphical mode (interactive GUI-based prompts). If you are installing a service pack,
see “Installing the TeamSite Service Pack” on page 22.
Before starting the installation program, ensure that your system satisfies the hardware
and software requirements described in the Chapter 1, “Installation Prerequisites”. The
installation process is recorded in a series of log files located in the iwinstall directory
as described in the “Installation Log Files” on page 26 section.
NOTES
If you are upgrading your current TeamSite implementation, proceed to “Upgrading
from a Pre-6.7.1 TeamSite Release” on page 53.
If you plan to install Interwoven Search (available as a separately installed module),
there are several critical factors to be aware of regarding installation order and
compatibility with TeamSite. See “Installation Order” on page 22 and “TeamSite and
Search Compatibility” on page 22 for more information.
NOTE
Do not copy the .exe file into a directory whose name contains spaces, such as
C:\Documents and Settings.
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Chapter 2: Installing TeamSite
6. Click the I accept... button and then click Next if you agree with the terms. Click
Previous or Cancel if you do not agree with the terms.
7. If the installation program detects an older version of TeamSite on your system, its
release number and location are displayed. If this happens, see step 13 on page 55
for more information.
If the installation program does not detect an older version of TeamSite on your
system, the Product Files screen is displayed prompting you for the location where
the TeamSite program files will be installed.
8. Click Next to accept the default installation location for the TeamSite program files
(C:\Program Files\Interwoven\TeamSite) or click Choose to select another
location.
NOTE
If you specify an alternate location for the program files or the Content Store (in the
next step), you must use ASCII characters.
After configuring the installer for your installation directory, click Next. The
License Information screen displays instructions for obtaining a TeamSite license.
Figure 4 License Information screen
9. If you have not yet obtained and installed a TeamSite license file, do so now by
following the instructions shown onscreen. When you finish, click Next and the
License File screen displays.
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Chapter 2: Installing TeamSite
10. The TeamSite license file must be named TS.lic, and it must reside in a readable
location on the TeamSite server. Enter that location and press Enter (or just press
Enter to specify the default location iw-home/etc).
11. If the license file is valid, an Information screen prompts you to proceed. Click
Install.
Figure 6 Information screen
12. If IIS is installed, you are prompted to specify whether to stop IIS. Accept the
default (Yes), which stops IIS and allows the installer to proceed.
13. The installation program prompts you for the location of the TeamSite Content
Store.
14. Click Next to accept the default location for the Content Store (C:\iw-store) or
click Choose to select another location.
NOTE
Do not use the iw-home location for the ContentStore location; specify a different
location.
If a Microsoft IIS Web server is installed on your system, you are prompted whether
you want to configure IIS for use with TeamSite.
Figure 8 IIS default configuration screen
15. Click Next to accept the default setting (Yes) and have the installation program
automatically configure IIS, or select No and manually configure your web server
after completing the TeamSite installation (see “Running the IIS Configuration
Script Manually” on page 69). It is recommended that you select auto-configuration.
16. The Web Ports screen is displayed prompting you for the port numbers used by the
Interwoven Web Daemon.
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Chapter 2: Installing TeamSite
NOTE
In some earlier releases of TeamSite, port 80 was assigned to the existing
(non-Interwoven) Web server by default because that Web server rendered both the
TeamSite UIs and content files. This is no longer the case with TeamSite.
Click Install to accept the default values, or edit the values and click Install. If any
of the ports are already being used, you are prompted to either change them by
clicking Previous and returning to the Web Daemon Configuration screen, or to use
the selected port numbers by clicking Next.
17. After selecting the Web server ports, the Event Subsystem And Utility Daemon
Ports screen is displayed.
Figure 11 Event Subsystem And Utility Daemon Ports screen
18. Click Next to accept the default ports used by the event subsystem and utility
daemon, or edit the values and click Next. If you specify a port that is invalid or
busy, you are prompted to enter a different port number.
After you select the event subsystem and utility daemon ports, the Database Type
screen is displayed.
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Chapter 2: Installing TeamSite
19. Select the type of database used by the event subsystem. If you select default, the
event subsystem will store event information in a flat file rather than in a database.
It is strongly recommended that you select a database instead of default, so that
event information can be stored and processed in a higher performing and scalable
manner making use of full database functionality. If you select default, the
TeamSite Report Server License Key screen is displayed. Go to step 22 and continue
the installation procedure from there.
If you select a database rather than default, the Database Configuration screen is
displayed.
Figure 13 Event subsystem Database Configuration screen
20. Enter the name of the server that hosts the event subsystem database (Database
Server Name), the port used by the database (Database Listen Port), the name of the
database as assigned by the database administrator (Database Name), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
If you selected default, oracle, or MySQL in step 19, the TeamSite Report Server
License Key screen is displayed. Go to step 22 and continue the installation
procedure from there.
If you selected mssql or db2 in step 19, the Database Drivers Directory screen is
displayed.
Figure 14 Event subsystem Database Drivers Directory screen
21. Enter or browse to the location of the drivers used by the event subsystem database.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
22. If you plan to use ReportCenter, enter the ReportCenter license key you received
from Interwoven and click Next. Go to step 23 and continue the installation
procedure from there.
NOTE
If you do not have a ReportCenter license key, you can complete the TeamSite
installation and then install ReportCenter at a later time. See “Installing
ReportCenter as a Standalone Module” on page 28 for more information.
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Chapter 2: Installing TeamSite
If you do not plan to use ReportCenter, click Next without entering a license key. Go
to step 25 and continue the installation procedure from there.
23. The Database Type screen is displayed for ReportCenter.
Figure 16 ReportCenter Database Type screen
Select the type of database used by ReportCenter. If you select db2 or mssql, you are
also prompted to enter the location of the database drivers. Click Next. The
Database Configuration screen is displayed.
Figure 17 ReportCenter Database Configuration screen
24. Enter the name of the server that hosts the ReportCenter database (Database Server
Name), the name of the database as assigned by the database administrator
(Database Name), the port used by the database (Database Listen Port), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
Click Install. The Crystal Enterprise Report Information screen is displayed.
25. Enter the name of the system that hosts Crystal Enterprise (Crystal Enterprise Host
Name) and the directory on the Crystal Enterprise system where TeamSite reports
are stored (Crystal Reports Root Path). The host should be different from the system
that hosts the TeamSite server.
Click Next. The Crystal Enterprise Report Database Information screen is
displayed.
Figure 19 Crystal Enterprise Report Database Information screen
26. Enter the name of the database connection on the Crystal Enterprise system
(DataSourceName) and the name of the database on the Crystal Enterprise system as
assigned by the database administrator (DBName).
Click Next. The Authentication Method screen is displayed.
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27. Select the authentication method and click Install. The ContentServices License
Key screen is displayed.
Figure 21 ContentServices License Key screen
29. Enter the email address of the person or group who will be administering your
TeamSite installation and click Install.
This email address is used by the Send Support Email link on the VisualAnnotate
toolbar and error dialogs so that end-users can communicate errors to their TeamSite
administrator.
NOTE
If you are installing on a non-English locale system, VisualAnnotate is not
supported and you do not perform the VisualAnnotate portion of this step.
The installation program configures and installs the program files on your system. If
ReportCenter is not installed and configured, a notice is displayed containing
instructions for the installation and configuration.
Figure 23 ReportCenter Installation Information screen
30. If you need to install ReportCenter, follow the displayed instructions after
completing the TeamSite installation procedure. The instructions are also located in
“Installing ReportCenter as a Standalone Module” on page 28.
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Click Next. The Install Complete screen is displayed when the TeamSite installation
procedure is finished. If there were any compilation errors, they are described
onscreen.
Figure 24 Installation Complete screen
The sections that follow describe how to install the Interwoven Search base product
using graphical mode (interactive GUI-based prompts). If you are installing a Search
service pack, see “Installing the Search Service Pack” on page 23.
You must restart the search and indexing server(s) for these changes to take effect.
Perform the following steps to install Interwoven Search using graphical mode:
1. Log in as Administrator on the system where you want to install the search server.
2. Either:
Go to the Interwoven download site and download the installation file
(IWOVtssrh-win-2.1.0.0-Build#####.exe to a temporary directory on a local
drive. This temporary directory will not be the installation directory. You will be
prompted to select the location for the program files by the installation program.
Go to step 5 and continue the installation from there.
Insert the Search installation CD-ROM. Locate the install.bat installation
program at the top level of the CD-ROM contents. Go to step 5 and continue the
installation from there.
From the temporary directory, double-click
IWOVtssrh-win-2.1.0.0-Build#####.exe. A Search subdirectory is created, into
which the contents of the search installation package are expanded.
Navigate to the Search directory and double-click install.bat.The Introduction
screen displays.
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5. Click Install to accept the default installation location for the search program files
(C:\Program Files\Interwoven\Search) or click Choose to select another
location.
NOTE
If you specify an alternate location for the program files (in the next step), you must
use ASCII characters.
After specifying a program file location, you are prompted for the location of the
TeamSite server.
6. If you are installing search on the same system as TeamSite, select the default
localhost value. If you are installing search on a separate system, enter the name of
the system where TeamSite is installed.
Click Install. The Functionality to Enable screen is displayed.
Figure 28 Functionality to Enable screen
7. Enable search, indexing, or both (you must enable at least one). If you enable
search, you will be asked for information about search ports and file system in
subsequent steps. If you enable indexing, you will be asked for information about
indexing ports, file system, and incremental updates in subsequent steps.
Click Install.
If you enabled search, the Search Server Ports and Shared Filesystem Location
screen is displayed. Go to step 8 and continue the installation from there.
If you did not enable search, the Index Server Ports and Shared Filesystem Location
screen is displayed. Go to step 9 and continue the installation from there.
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8. Enter the port number of the search server (Search Server Port Number), the port
number on which the search server listens to its agents (Search Agent Main Port
Number), the port number on which the search server listens for callback
connections from its agents (Search Agent Callback Port Number), and the location
of the file system containing the indexes for TeamSite branches (Shared Filesystem
Location).
The shared file system location is the directory where the search indices (or the
Verity collections, if present) are stored. Both the index server and search server
need read access to this directory. The index server also needs write access to this
directory.
The index server and search server can be installed on different machines, in which
case the folder where the collections are created needs to be a shared file system.
However, most typical installations have the index server and search server on a
single machine (a different machine from the TeamSite server). In this setup, the
shared file system location can be a directory on the index/search machine as long
as there is enough disk space available.
Depending on the type of content and the frequency of change, typical index size
can be from 10% to 35% of the backing store size after the baseline indexing. Index
size could be significantly different depending on your system configuration.
Click Install.
If you enabled indexing in step 7, the Index Server Ports and Shared Filesystem
Location screen is displayed. Go to step 9 and continue the installation from there.
If you did not enable indexing in step 7, the Index Server Host and Port screen is
displayed. Go to step 12 and continue the installation from there.
9. The Index Server Ports and Shared Filesystem Location screen appears:
Enter the port number of the index server (Index Server Port Number), the port
number on which the index server listens to its indexing agents (Index Agent Main
Port Number), the port number on which the index server listens for callback
connections from its indexing agents (Index Agent Callback Port Number), and the
location of the file system containing the indexes for TeamSite branches (Shared
Filesystem Location). If you are installing the search and index servers on the same
system, the Shared Filesystem Location that you enter here should be identical to
the location you entered in step 8.
Click Install. The Enable Incremental Updates screen is displayed.
Figure 31 Enable Incremental Updates screen
10. Select whether to enable incremental updates. If you enable incremental updates,
the index server automatically updates indexes to reflect any changes submitted to
an indexed branch. Click Next.
If you enabled incremental updates, the Event Subsystem JNDI Server Port screen is
displayed. Go to step 11 and continue the installation from there.
If you did not enable incremental updates, either the Index Server Host and Port
screen or the Install Complete screen is displayed. Go to either step 12 or step 13
and continue the installation from there.
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Enter the Event Subsystem port number. This is the same JNDI port number that
you specified in step 17 on page 38.
Click Install.
If you enabled search but not indexing in step 7 on page 48, the Index Server Host
and Port screen is displayed. Go to step 12 and continue the installation from there.
Otherwise, go to step 13 and continue from there.
12. The Index Server Host and Port screen appears:
Figure 33 Index Server Host and Port screen
Enter the name of the indexing server and the port number on which it listens for
requests from its users. Click Install.
13. The installation program configures and installs the search program files on your
system. When the installation is finished, the Install Complete screen is displayed.
Click Done. It is not necessary to reboot the system following a search installation.
NOTE
If you installed Search on a separate server from TeamSite, you must add the following
entry to the last section of iw-home\cssdk\cssdk.cfg on the TeamSite server so that the
TeamSite and Search servers can communicate with each other.
search.server.host: SearchServerHostName
search.server.port: SearchServerPortNumber
search.server.maxConnectionLimit: 10
Licensing TeamSite
To license TeamSite, you must install a valid license file before or during TeamSite
installation. The TeamSite installation program validates the license during the
TeamSite installation procedure.
The TeamSite license file must be named TS.lic, and it must reside in a readable
location on the system that hosts the TeamSite server. The default location for the
TeamSite license file is iw-home\etc.
To obtain a TeamSite license file, go to the Interwoven support site license generation
page at https://support.interwoven.com/supportlogin2.asp and fill in the
following information about the system on which you are installing TeamSite:
Domain name
Host name
Product for which you are requesting a license (for TeamSite, the designation is TS)
Number of CPUs on your system
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If a valid installation file is not installed on your system before you begin a TeamSite
installation, the TeamSite installation program prompts you to go to the Interwoven
support site to obtain a license. The prompt contains all the information about your
system that you need when requesting a TeamSite license. You do not need to exit the
TeamSite installation procedure to obtain and install a TeamSite license.
If the license file is valid, the word valid is displayed in the output.
The TeamSite installation program also creates a license status report file called
tsisvalid.log in iw-home\install. To update that log with license information, or
to create a new log file, issue the following command:
> tsisvalid -l path_to_log_file
If your license key is invalid, tsisvalid will print a report of possible reasons why
it was not able to validate the license.
Look for diagnostic messages in the iwserver.log and iwtrace.log files (located
by default in iw-home\local\logs.
If Search is Installed
If Search is installed on the system that hosts TeamSite, you must:
Shut down the search and index servers before you upgrade to TeamSite 6.7.1.
After you upgrade to TeamSite 6.7.1, upgrade Search to a compatible release as
described in “TeamSite and Search Compatibility” on page 22.
Restart the search and index servers after the TeamSite and Search upgrades are
complete.
Changes to iw.cfg
The configuration of several TeamSite features is now controlled by the User Interface
Toolkit (UITK) rather than the main TeamSite configuration file iw.cfg. See the
TeamSite Release Notes for details about these features.
Upgrade Procedure
NOTE
The screens shown in this section pertain to TeamSite 6.7.1 even though some contain
the designation “6.7.0.0.”
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6. If you are installing from CD, insert the CD and browse to the top-level directory.
Go to step 8 and continue from there.
If you are installing from the Interwoven download site, copy the
IWOVts-win-6.7.1.0-Build#####.exe file (where ##### represents the TeamSite
build number) to a temporary directory on a local drive.
NOTE
Do not copy the .exe file into a directory whose name contains spaces, such as
C:\Documents and Settings.
9. Click Next. When the installation program locates an existing TeamSite installation,
it displays the Previous Installation Detected screen showing the TeamSite version
and the directory where it is installed.
10. Click Next. The License Information screen displays instructions for obtaining a
TeamSite license. If you have not yet obtained and installed a TeamSite license file,
do so now by following the instructions shown onscreen. When you finish, click
Next and the License File window displays.
11. The TeamSite license file must be named TS.Lic, and it must reside in a readable
location on the TeamSite server. To install TS.lic in the default location
(iw-home\etc), click Next.
12. If the license if is valid, an Information screen prompts you to proceed by clicking
Install.
13. The installation program checks module versions in the existing installation to
ensure that they are compatible with the new modules being installed.
If all modules are compatible, the installation continues as described in the next
step.
If there are incompatibilities between new and currently installed modules, they are
displayed together with the following message:
The following error occurred. The installation will now quit.
15. Click Next to accept the default setting (Yes) and have the installation program
automatically configure IIS, or click No and manually configure your web server
after completing the TeamSite installation (see “Running the IIS Configuration
Script Manually” on page 69). It is recommended that you select auto-configuration.
16. The Web Ports screen displays, prompting you for the port numbers used by the
Interwoven Web Daemon.
Figure 37 Web Ports screen
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NOTE
In some earlier releases of TeamSite, port 80 was assigned to the existing
(non-Interwoven) Web server by default. At the time, this Web server rendered the
TeamSite UIs and content files.
17. Click Next to accept the default values, or edit the values and then click Next.
If any of the ports are already being used, you are prompted to either change them
by clicking Previous and returning to the Web Daemon Configuration screen, or
clicking Continue to force the busy port process to give up the port.
After you select the ports, the Event Subsystem And Utility Daemon Ports screen is
displayed.
Figure 38 Event Subsystem and Utility Daemon Ports screen
18. Click Next to accept the default ports used by the event subsystem and utility
daemon, or edit the values and click Next. If you specify a port that is invalid or
busy, you are prompted to enter a different port number.
After you select the event subsystem and utility daemon ports, the Database Type
screen is displayed.
19. Select the type of database used by the event subsystem. If you select default, the
event subsystem will store event information in a flat file rather than in a database.
It is strongly recommended that you select a database instead of default, so that
event information can be stored and processed in a higher performing and scalable
manner making use of full database functionality. If you select default, the
TeamSite Report Server License Key screen is displayed. Go to step 22 and continue
the installation procedure from there.
If you select a database rather than default, the Database Configuration screen is
displayed.
Figure 40 Event Subsystem Database Configuration screen
20. Enter the name of the server that hosts the event subsystem database (Database
Server Name), the port used by the database (Database Listen Port), the name of the
database as assigned by the database administrator (Database Name), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
If you selected default, oracle, or MySQL in step 19, the ReportCenter License Key
screen is displayed. Go to step 22 and continue the installation procedure from there.
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If you selected mssql or db2 in step 19, the Database Drivers Directory screen is
displayed.
Figure 41 Event Subsystem Database Drivers Directory screen
21. Enter or browse to the location of the drivers used by the event subsystem database.
For mssql, the location must contain the files mssqlserver.jar, msbase.jar, and
msutil.jar. For db2, the location must contain the db2jcc.jar file.
22. If you plan to use ReportCenter, enter the ReportCenter license key you received
from Interwoven and click Next. Go to step 23 and continue the installation
procedure from there.
If you do not plan to use ReportCenter, click Next without entering a license key. Go
to step 28 and continue the installation procedure from there.
23. The Database Type screen is displayed for ReportCenter.
Select the type of database used by ReportCenter. If you select db2 or mssql, you are
also prompted to enter the location of the database drivers. Click Next. The
Database Configuration screen is displayed.
Figure 44 ReportCenter Database Configuration screen
24. Enter the name of the server that hosts the ReportCenter database (Database Server
Name), the name of the database as assigned by the database administrator
(Database Name), the port used by the database (Database Listen Port), the ID of the
database administrator (User Name), and the database administrator password (User
Password).
Click Install. The Crystal Enterprise Report Information screen is displayed.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
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25. Enter the name of the system that hosts Crystal Enterprise (Crystal Enterprise Host
Name) and the directory on the Crystal Enterprise system where TeamSite reports
are stored (Crystal Reports Root Path).
Click Next. The Crystal Enterprise Report Database Information screen is
displayed.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
26. Enter the name of the database connection on the Crystal Enterprise system
(DataSourceName) and the name of the database on the Crystal Enterprise system as
assigned by the database administrator (DBName).
Click Next. The Authentication Method screen is displayed.
NOTE
This screen might not display if the installer determines that Crystal Enterprise is
already configured.
27. Select the authentication method and click Install. The ContentServices License
Key screen is displayed.
Figure 48 ContentServices License Key screen
28. An Information screen is displayed containing instructions for converting user and
group permissions to support the configurable roles and delegated administration
features of TeamSite 6.7.1. See Appendix C, “Migrating Roles and Permissions” for
details about this conversion, which is performed following the TeamSite
installation. Click Next to continue installing TeamSite.
If you did not configure TeamSite Reporting, an Information screen containing
post-installation configuration steps is displayed. Click Next to continue installing
TeamSite.
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29. A number of configuration and module preparation steps are performed, and
program files are copied to your system. When finished, the Install Complete screen
displays. If there were any compilation errors, they are described onscreen.
Figure 49 Installation Complete screen
Post-upgrade Considerations
This section describes the following areas to keep in mind following an upgrade from a
pre-6.7.1 TeamSite release:
Content and Permission Migration
Configuration Files
Web Server Configuration
Workflow Roles
If you upgraded to TeamSite 6.7.1 from 6.7.0, you must manually merge the
WorkflowUser and WorkflowAdmin roles from roles.xml.example to your existing
roles.xml file. If you do not merge these roles, Workflow Modeler and related
TeamSite features will not work correctly.
TeamSite 6.7 introduced the concept of configurable roles and delegated administration.
Under this arrangement, the Author, Editor, Reviewer, and Administrator roles can be
configured to include or exclude some capabilities. Additionally, users can now have
different roles on different branches, and you can create entirely new roles with nearly
any capability for your site.
To support these new capabilities, starting with release 6.7 TeamSite uses a different
model to establish user and group permissions, roles, and group memberships. To take
advantage of these capabilities, you must migrate your existing permissions and roles to
the new model. See Appendix C, “Migrating Roles and Permissions” for details about
performing this migration.
Configuration Files
The TeamSite upgrade program does not overwrite your old configuration files. Instead,
it creates a backup (.tsupgrade.bak) version of certain files that you can use as an
archive, or use to manually integrate your customizations into the TeamSite
environment. The files include:
httpd.conf.template—The TeamSite upgrade process creates an
httpd.conf.template.tsupgrade.bak file based on httpd.conf.template. This
file contains the default contents of the previous TeamSite release, plus any custom
entries that you (or other Interwoven applications) added to the file. This file is
created in iw-home\iw-webd\conf.
An additional file, httpd.conf.template.example, is also provided starting with
TeamSite 6.7. This file resides in iw-home\iw-webd\conf.
You must manually merge any customizations from
httpd.conf.template.tsupgrade.bak into httpd.conf.template.example. You
can use diff or any file comparison utility on the new and old versions of the files
to determine the differences. You can then apply the appropriate changes to the new
file.
After merging the files, rename httpd.conf.template.example to
httpd.conf.template.
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If you want to use any of the new templates that are part the 6.7.1 release, you must
manually modify your existing available_templates.cfg file to reference the new
templates.
If the available_templates.cfg file is not detected by the upgrade program, the
default TeamSite 6.7.1 version of available_templates.cfg file is installed.
iw.cfg—The event subsystem requires that the ew_enable variable be set to true in
the iw.cfg file. Verify that this entry exists in iw.cfg. If it does not, add
ew_enable=true.
NOTE
Depending on which version of TeamSite was originally installed on your system,
there could be differences between the original toolkits.xml file delivered with
your previous TeamSite release and the toolkits.xml.example file delivered with
this release. Ignore any differences except those that you made to toolkits.xml.
NOTE
Do not add new or remove existing properties from search.properties.example.
Merge only the values that you previously customized in search.properties.
NOTE
The file search.private.properties was also included with TeamSite starting
with TeamSite 6.5 Service Pack 1. This file should not be modified.
Several Web server configuration changes have been made starting with TeamSite 6.0.
After completing the upgrade procedure, proceed to the next chapter and perform the
Web server configuration.
Starting with TeamSite 6.1, iw-perl is based on Perl 5.8.2. Following an upgrade from a
pre-6.1 release of TeamSite, your original iw-perl directory is moved to
iw-perl.oldiw-perl.# (where # is the ID of the process performing the directory move
operation; it is possible to have multiple iw-perl.# directories if you perform multiple
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To restore any custom Perl scripts or modules following an upgrade from a pre-6.1
release of TeamSite, you must retrieve them from iw-perl.oldiw-perl.# and move
them back to their original location(s). You must also ensure that they are compatible
with Perl 5.8.2 standards.
If you are upgrading from TeamSite 6.1 to this release, the iw-perl directory is not
renamed, and you do not need to check for differences or merge changes.
NOTE
The uninstallation program does not remove the C:\Program Files\Common
Files\Interwoven\lib entry from your system PATH variable. After completing the
uninstallation, remove this entry manually.
NOTE
The TeamSite and Search uninstallers rely on information in the
\Interwoven\iwinstall directory. Therefore, do not modify or remove files in that
directory.
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Chapter 3
This chapter describes how to configure your system’s Web server after you have
installed or upgraded TeamSite. Configuration procedures for the following Web servers
are included:
Microsoft Internet Information Server (IIS) 5.0
When the TeamSite installation program configures iwwebd, the port number value also
gets recorded in the iwwebd configuration file iw-home\iw-webd\conf\iwwebd.conf as
follows:
Listen 80
Listen 443
The number values assigned to http_port and https_port in iw.cfg and iwwebd.conf
must match. (Specifying the HTTPS port is not required if you are not using HTTPS.)
The TeamSite installation program also requires that you provide a default port number
for the customer Web server. The default value for this port is 81. This port number is
recorded in iw-home\etc\iw.cfg as follows (assuming the default value of 81):
[iwproxy]
customer_webserver_port=81
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The virtual directory iw-mount (which points to the Y:\ drive) is created under a site
called Default Web Site with a port number of 81. One of the following Web sites is
chosen (in order of preference):
IW-Mount Web Site—Selected if you reinstall TeamSite 6.7.
TeamSite—Selected if a pre-5.0 version of TeamSite is already installed.
Default Web Site—IIS default.
Any Web site on the customer-selected port.
If none of these are found, the installation script creates and uses IW-Mount Web Site on
your selected port.
If your Web site uses SSIs, you must configure your Web server to use server-side
includes by specifying that it parse .shtml files. For more information on this process,
consult the NCSA server-side include tutorial at:
http://hoohoo.ncsa.uiuc.edu/docs/tutorials/includes.html
If you choose to enable VisualPreview for SSIs, you must install the TeamSite redirector
module as described in the following section. The installation steps vary depending on
the type of Web server you are using.
5. Select Properties from the drop-down menu. The Default Web Site Properties
dialog box is displayed.
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6. In the Default Web Site Properties dialog box, click the ISAPI Filters tab, then click
Add. The Filter Properties dialog box is displayed.
7. In the Filter Properties dialog box, enter iwrewrite in the Filter Name field.
Figure 53 Filter Properties dialog
In some cases, the URL sent by iwproxy in its request to the content Web server (also
known as the “customer Web server” and the “origin server”) does not reflect the vpath
of the underlying document in the TeamSite file system. For example, the following
directory URL:
http://iis-dev.example.com:84/iw-mount/ar0/main/br0/STAGING/products/
Because this translation is done internally by the content Web server, there is no way for
iwproxy to know what vpath it should use when displaying the VisualPreview toolbar.
However, it is possible to use the plug-in interface of most Web servers to set a response
header that contains the vpath of the file actually used to serve the request. To address
this,TeamSite (starting with release 6.0) includes the x-iw-ts-vpath response header.
When set, it is used by iwproxy to build a VisualPreview toolbar that references the
given (hex-escaped) vpath.
The plug-in for IIS that sets the x-iw-ts-vpath response header is distributed with
TeamSite.
Detailed information about using these plug-ins is contained in the following section.
ISAPI Plug-ins
The existing ISAPI (IIS) Web server plug-in implements the x-iw-ts-vpath response
header. To install it, refer to “Installing the Redirector Module for IIS” on page 71.
The plug-in for IBM HTTP Server 2.0 requires the installation procedure described in
this section. An optional technique for handling SSIs is also recommended. This
procedure is documented in the following Knowledge Base article (the instructions refer
to Apache, but are equally valid for IBM HTTP):
https://support.interwoven.com/kb/kb_show_article2.asp?ArticleID=51890
2. Edit IBM HTTP Server Home/conf/httpd.conf so that the following line is the first
line in the LoadModule section:
LoadModule a2_iw_ts_vpath_module modules/mod_a2_iw_ts_vpath.dll
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Apache Plug-ins
TeamSite includes two Apache modules that set the x-iw-ts-vpath response header for
your content Web server:
mod_iw_ts_vpath (for Apache 1.3)
mod_a2_iw_ts_vpath (for Apache 2.0)
Custom Plug-ins
If you are using a content Web server other than IIS, HTTP, Apache, iPlanet, or Sun
ONE, it should be possible for you to write a custom plug-in that sets the
x-iw-ts-vpath response header. You can reference the source for each of the Apache
modules (which is only a few lines of code).
Most Web servers have some sort of “hook” for determining whether the current user is
allowed to see the requested file (that is, the file the Web server has decided to use to
service the request). The custom plug-in needs to be able to:
Determine what the mapped /iw-mount/ path is. For example:
The ISAPI (Windows) plug-in assumes that /iw-mount/ has been mapped to a
drive letter.
The Apache plug-ins run an internal subrequest in the server to find out to
which path /iw-mount/ maps.
Strip the leading /.iwmnt (or similar) from the path.
Hex-escape the vpath.
Set a response header called x-iw-ts-vpath.
[extranet_branch]
_docroot=/htdocs No trailing slash allowed
/icons/=/icons/
/images/=/multimedia/img/ Trailing slashes allowed
After ensuring that all _docroot trailing slashes in the [iwproxy_remap] section are
deleted, stop and restart your Web server.
Troubleshooting
If you are using an IIS Web server and SSI requests are not executing properly, try the
following procedure:
1. Click Start > Run and type mmc to open the Microsoft Management Console.
2. Right-click on the name of your Web server.
3. Select Properties.
4. Select the Home Directory tab.
5. Select Configuration.
6. Select the App Mappings tab.
7. Confirm that files with an .htm extension are mapped to the following file:
WINNT\system32\inetsrv\ssinc.dll
NOTE
HTTPS requests redirected to the Web daemon no longer have HTTPS security.
To redirect HTTPS requests, set the following directive in the [nsapi] section of your
iw.cfg file:
redirect_https_to_http=yes
When redirection is enabled, all HTTPS requests originating from the browser and
received by the secure server’s NSAPI plugin are redirected to the web daemon. The
web daemon then sends the requests to the non-secureTeamSite server just as it would
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any request originating from the browser. For example, if the NSAPI plugin on the
secure server receives an HTTPS request for a file in a TeamSite area such as:
https://teamsite_host/iw-mount/branch1/STAGING/bio.html
where teamsite_host specifies the host name (such as www.example.com), then the
request is redirected to the web daemon as follows:
http://teamsite_host:iwwebd_port/iw-mount/branch1/STAGING/bio.html
During the redirection process, some browsers will display a message warning that the
request is being sent to an insecure document. This is normal browser behavior. If you
see such a message, click OK to proceed.
This is an issue in the Content module of the ContentCenter Standard interface, because
if users click a workarea name (as shown) instead of the Browse link, TeamSite
navigates to the workarea in VisualPreview mode and displays the index of the Web site.
If you do not configure your Web server to redirect to an index page, most Web servers
display a 404 error. For more information, see the connection discussion at the end of
the “Customizing GUI Behavior” chapter in the User Interface Customization Guide.
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Chapter 4
After installing TeamSite and configuring your Web server, you need to configure at
least one TeamSite client. You can use either the graphical user interface or the file
system interface for client access.
To log in, you must be a TeamSite user. If you have not yet added users to TeamSite or
changed your own user status, you should do so now (see Chapter 5 of the TeamSite
Administration Guide). If you do not add users or change your own user status, you can
log in using the host system’s Administrator user name and password for all user roles.
1. To access TeamSite from a client computer, open your Web browser and enter either
of the following URLs for the ContentCenter interfaces:
http://server_hostname
http://server_hostname/iw-cc
Your client system associates different applications with different file types, so that
when you double-click on a file, it knows what application to use to open it. You will
only need to configure Local File Manager preferences for file types if they are different
from your system preferences.
For example, you may have a browser set to open HTML files in your system
preferences, but want to use a text editor to edit HTML files from TeamSite. In that
case, you would need to set preferences for HTML files in Local File Manager.
Complete the following procedure to install and configure Local File Manager.
1. Select a file to edit within TeamSite:
If you are already using an older version of LaunchPad, you are prompted to
upgrade to the new Local File Manager.
If you have not used LaunchPad before (that is, this is a new TeamSite
installation), you are prompted to install Local File Manager.
2. The File Association window displays. Unless you are familiar with DDE settings
for your editing application, it is usually safest to copy all necessary information
from an existing setting by clicking Copy From.
3. The Extensions window displays. Locate an entry that uses the editing application
that you want to use and click the extension within that entry, then click OK.
All the necessary information is copied into the File Type window.
4. Edit the Description of type and the Associated extension boxes as necessary (the
file extension must begin with a period, for example, .html, .jpg, .gif).
NOTE
You can only configure one extension per entry. For example, although you might
want to use the same editor for .htm and .html files, you must create two different
entries.
5. Click OK.
The new file type displays in the File Types window.
6. Click OK.
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Chapter 4: Configuring TeamSite Clients
NOTE
Help links in both ContentCenter UIs are context-sensitive and display only information
related to the current screen. To access other topics, you can use the Contents, Index,
and Search links at the top right of each topic.
Windows Clients
The first time you access your TeamSite server from a Windows client, you may need to
access the TeamSite server as a shared volume. The following procedure describes how
to access TeamSite using Network Neighborhood.
To access TeamSite from Windows, use Network Neighborhood to locate the TeamSite
server. You can navigate to any directory in TeamSite (for example, the top level of a
branch or workarea, or a directory within a workarea), and create a shortcut to that
directory.
You can also mount the TeamSite server as a networked drive. To do this:
1. In Windows Explorer, select Map Network Drive from the Tools menu.
2. Select the drive letter you want to map the TeamSite server to from the Drive menu.
3. Locate and double-click on the TeamSite server in the Shared Directories list.
4. Double-click on IWServer to mount the TeamSite server as a networked drive.
After rebooting, the client Ethernet card will use TCP/IP to send and receive network
transmissions. You will now be able to use the Windows Start > Find > Computer
utility to locate the TeamSite server.
You can also use the Advanced tab of the protocol settings to specify TCP/IP as the
default protocol binding for Windows Networking, but this solution is not as reliable
because it might be upset as network cards are changed and protocols are added and
removed.
Macintosh Clients
NOTE
The following instructions are for Classic MacOS (pre-10.0).
To use the TeamSite file system interface for Macintosh, you need to have an
AppleShare server set up for the server that is running TeamSite as follows:
1. In the Chooser, select AppleShare.
2. Select the name of the TeamSite server. Click OK.
3. If you are asked for your username and password, enter your TeamSite username
and password, and click OK.
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Chapter 4: Configuring TeamSite Clients
UNIX Clients
NOTE
UNIX client information also applies to Mac OS X, although the command syntax is
slightly different.
To access the TeamSite server using UNIX clients, log in to the TeamSite server using
your TeamSite username and password.
If you have UNIX clients that will be accessing the TeamSite file system, you can mount
the TeamSite directory, or configure the client machine to automatically mount the file
system at boot time.
Alternatively, you can mount a subdirectory of iwserver, for example, a specific branch
or workarea. To mount a workarea, issue the following commands:
% mkdir /iwmnt
% mount -overs=2
servername:/iwserver/default/branchpath/WORKAREA/workareaname /iwmnt
where servername is the name of the server on which TeamSite is running, branchpath
is the path of the branch your workarea is on (for example, main/intranet), and
workareaname is the name of your workarea.
To set up a Solaris client (including the TeamSite server itself) to mount the TeamSite
directory at boot time, edit the /etc/vfstab file to include the following line:
servername:/iwserver - /iwmnt nfs - yes vers=2,bg
To set up an AIX or Linux client (including the TeamSite server itself) to mount the
TeamSite directory at boot time, edit the /etc/filesystems or etc/fstab, respectively.
After configuring client access, transfer your content files into TeamSite as described in
the next chapter.
FormsPublisher Clients
TeamSite FormsPublisher requires the installation of the VisualFormat software on
client systems when VisualFormat is used for formatting text areas. When a user on a
client system opens a data capture form that contains a VisualFormat field, they are
prompted to install VisualFormat by clicking Install. After clicking Install, they need to
respond Yes in the security warning dialog boxes to complete the installation.
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Chapter 5
The TeamSite installation program automatically creates the main branch. It contains a
staging area and an empty initial edition. Before you start using TeamSite for
production, you must transfer your content files into TeamSite.
Populating TeamSite with your content involves the following general steps. Detailed
procedures for each step are in the sections that follow.
Creating a Content Store
Creating a Subbranch
Creating a Workarea
Populating the Initial Workarea
Submitting Files to the Staging Area
Publishing an Edition
The procedures described in this chapter use the ContentCenter Professional interface.
A table showing the equivalent commands for the WebDesk Pro interface is on
page 113, and an introduction to ContentCenter is on page 95.
Up to eight Content Stores are supported for each TeamSite server. These Content
Stores can be located on different file systems, local to the TeamSite server machine.
Dividing your existing Content Store into multiple Content Stores (possibly on different
file systems) enables you to simplify data management, including faster data backup. It
also avoids having your Content Stores grow to unmanageable sizes.
NOTE
You can migrate data to your new stores any way you choose, but the data between the
stores is completely independent and may not be migrated to other stores using
inter-branch copying. Copies remain branch-specific and cannot be used at the Content
Store level.
Content Stores which are named using multibyte characters must be created by editing
the iw.cfg file. For detailed information, see “Defining Content Stores in the iw.cfg File”
on page 87.
To define Content Stores by editing the iw.cfg file, complete the procedure described in
the next section. To create Content Stores using the iwstoreadm CLT, complete the
procedure described in “Creating Content Stores using a CLT” on page 89.
Editing the iw.cfg file defines Content Stores with entries in the [iwserver] section of
the iw.cfg file. This procedure:
Accepts multibyte characters for the store name (though the path to the store must
use ASCII characters).
Creates the new Content Store in any location.
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Allows you to add a descriptive comment to the Content Store. This comment
displays when the active Content Stores are listed from the command line or display
in the TeamSite user interfaces.
Must be activated by using the iwstoreadm CLT with the -a option.
Another alternative is to use the iwstoreadm CLT, which creates and activates new
Content Stores when issued with the -a option. This procedure:
Accepts ASCII characters for store names.
Creates the new Content Store in the default location (typically C:\iw-store\).
Does not allow for a descriptive comment to be added to the Content Store.
As previously mentioned, the advantages of defining Content Stores in the iw.cfg file
include the ability to use multibyte characters in store names and to locate the Content
Store in a directory other than C:\iw-store\.
User-defined Content Stores that are named using multibyte characters must have a
corresponding entry in the iw.cfg file. While the name of the Content Store can be
defined in multibyte characters, the Content Store location must be defined using ASCII
characters. All Content Store data is stored in UTF-8 encoding.
Complete the following procedure to create Content Stores defined in the iw.cfg file:
1. Ensure that the user you are logged in as has the Master role enabled in
iw-home\conf\roles\tsusers.xml.
2. Open the iw.cfg file in a text editor. By default, the iw.cfg file is located in
iw-home\etc.
3. If you are using multibyte characters for the store name, specify the encoding of
your iw.cfg file by creating the following entry as the first line in the file—it must
be the first line or it will be ignored.
[iwcfg]
encoding=locale_name
where locale_name is one of the following locales:
shift-jis (Japanese)
cp1252 (French or German)
For example:
[iwcfg]
encoding=shift-jis
NOTE
The locale entry must match the encoding of your text editor. Refer to the TeamSite
Administration Guide for details about text editor encodings.
4. Append the following entry to the [iwserver] section to define additional Content
Stores:
store_directory_store_name=absolute_path_to_backing_store
For example:
store_directory_salesAsia=C:\salesAsia
NOTE
The absolute_path_to_backing_store must be in ASCII while the store_name
and the optional descriptive_comment (described in step 5) can be in high-ASCII
or multibyte characters.
5. Optionally, add a comment to the [iwserver] section below the Content Store you
just defined:
store_comment_store_name=descriptive_comment
For example:
store_comment_salesAsia=Store for Demo
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9. Run the iwstoreadm CLT with the -l option to list all active Content Stores:
> iwstoreadm -l
NOTES
You can repeat the procedure to create any number of Content Stores, but you can
only have eight active at one time.
You can edit the store_directory_storename entries to move Content Stores
defined in iw.cfg.
The following procedure describes the creation of Content Stores from the command
line using iwstoreadm. It also describes viewing the newly created Content Stores in the
command window.
1. Ensure that the user you are logged in as has the Master role enabled in
iw-home\conf\roles\tsusers.xml.
2. Issue the iwstoreadm -a store_name command to create a new store. For example:
> iwstoreadm -a store1
All Content Stores (including the system-generated default) contain a Main branch that
contains a staging area, edition, and workarea:
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Creating a Subbranch
Interwoven recommends that all development take place on subbranches. The main
branch is not usually used for development for several reasons. First, it requires a user
with Master privileges to administer. In addition, if you are using TeamSite to develop
multiple Web sites, development of one Web site on the main branch and other Web
sites on subbranches may create a false hierarchy of branches—the subbranch does not
necessarily have any relationship to the parent branch.
c. If you want to assign the branch to someone else, change your username (which
displays by default in the Owner field) to the owner’s name.
d. If you want this branch to have multiple Administrators, select Add Group in
the Sharing field and type the name of the group who will be able to administer
this branch in the Group box.
The Administrator(s) of this branch can create workareas and subbranches. For
more information on Administrator privileges, see Chapter 5 in the TeamSite
Administration Guide.
e. Select the type of locking to be used on this branch.
f. In the Based On field, enter the name of the edition to be used as a starting
point. The edition must be from the parent branch.
g. Click OK.
Your newly created branch will contain no workareas, one staging area, and one empty
edition called INITIAL.
You can also use the iwmkbr.exe command-line tool to create a new branch (see the
TeamSite Command-Line Tools manual for details).
Creating a Workarea
To create a workarea using ContentCenter Professional:
1. Click the name of the subbranch you just created to navigate into the branch.
2. From the Branch view where you want to create the new workarea, click the New
Workarea link.
Because there is only an empty edition on this branch, TeamSite creates an empty
workarea.
3. Complete the form that displays in the right pane:
a. Type the name you want to give the workarea in the Name field.
Avoid using spaces and punctuation characters in workarea names. Workarea
names should consist only of alphanumeric characters, hyphens, and
underscores.
b. Add any comments in the Description box.
c. Type the username (including domain) of the workarea’s owner in the Owner
box (for example, WEBSTER/andre).
d. If you want a group to be able to share this workarea, select Group in the
Sharing field and type the name of the group in the Group box. If you want this
workarea to be private, so that only the owner can modify files in it, leave the
default group (None) selected.
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e. Type or browse to the edition to use as the basis for the workarea.
f. Click OK.
You can also use the iwmkwa.exe command-line tool (see the TeamSite Command-Line
Tools manual for details).
where branchname is the name of the newly created subbranch and workareaname is
the name of the newly created workarea on the subbranch.
3. Navigate to the workarea and ensure the file permissions are correct before
submitting the files to the staging area; if not, set standard Windows ACLs on the
content files.
Because TeamSite considers a change in ACLs to be a change in the file, TeamSite
stores a new version of the file when you change its permissions (new versions are
created at the time files are submitted to the staging area). If you wait to set
permissions until after your files have been imported into a workarea and submitted
to the staging area, you can create a large number of extra versions and
unnecessarily clutter each file’s version history. To avoid creating unnecessary
versions, set permissions immediately after you populate the workarea (but before
you submit the files). You can create a submit filter to automate this process (see the
TeamSite Administration Guide) if you do not want to set permissions manually.
To set permissions on content files and directories:
a. Select either a file or directory, and right-click on it.
b. Select Properties from the drop-down menu.
c. Click on the Security tab.
The Security window is displayed.
d. Add the appropriate users and groups, and, in the case of a directory, determine
whether to apply permission changes recursively down the entire directory tree.
To submit the contents of your workarea to the staging area using ContentCenter
Professional:
1. Click the Workarea name to show the files and directories in the workarea.
2. Depending on how long the list of files and directories is, you might have to click
the All link at the bottom of the screen to ensure that all files and directories are
displayed. If you want to select all displayed files and directories, check the box
next to Name in the column headings.
3. Click Submit in the tool bar. The Submit window displays.
4. Enter the appropriate information and comments in the fields. Required fields have
an asterisk (*) after the field name. You can use two comments fields:
Submit Comments—These comments correspond to the entire Submit
operation.
Individual Comments—These comments correspond to the specified file and
may be duplicated.
5. Click Submit or Start.
You can also use the iwsubmit.exe command-line tool to submit files to the staging
area (see the TeamSite Command-Line Tools manual for details).
Publishing an Edition
Publishing an edition creates a snapshot of the staging area at the time of publication.
These editions can be used as checkpoints. As part of your initial installation process,
you should create an edition to record the state of your content at the time that you
installed TeamSite. You can use this edition as the basis for the other workareas you
create on this branch.
To create a new edition from the contents of the staging area using ContentCenter
Professional:
1. From the Branch view, click the New Editions link.
2. Complete the form that displays in the right pane.
a. Enter the name of the edition.
b. Enter any comments you have in the Description field.
c. Click OK.
You can also use the iwpublish.exe command-line tool to publish an edition (see the
TeamSite Command-Line Tools manual for details).
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Displaying Workareas
Some modules in the ContentCenter interfaces display a list of workareas. This list of
workareas includes:
Workareas owned by the current user.
Shared workareas of which the current user is part of the sharing group.
Task details
Directory listing
For example, the following graphic shows the branch name: workarea name format
used in the New Forms module of ContentCenter Standard (note that it is used in the
drop-down menu and in the listing in the background):
Refer to the TeamSite User Interface Customization Guide for information about
changing the default configuration.
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When your content Web server forwards directory requests to files, iwproxy will
need assistance to follow this forwarding (as described in “Web Server Plug-ins and
VisualPreview” on page 73). Failure to do this will result in the correct page being
displayed, but with VisualPreview acting like it is pointing at a directory (as shown
in the graphic). In ContentCenter Standard, VisualPreview displays a warning that it
could not follow the browser forward.
NOTE
Instead of reconfiguring iwproxy, you can redefine the underlying links that invoke
VisualPreview as described in the TeamSite User Interface Customization Guide.
In pre-6.0 versions of TeamSite, all sample templates were enabled for all branches and
a check was performed to ensure the form existed in the branch. Starting with TeamSite
6.0, you must modify your templating.cfg file to specify which templates are
available on each branch. Failure to do this will result in templates that are not available
for a workarea being displayed in the New Forms module. For detailed information
about configuring branch-specific forms, refer to the TeamSite Administration Guide.
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The files listed in the Work In Progress module look similar to the following graphic:
For detailed information about adding specific files to the Work In Progress module,
refer to the online help.
Displaying My Tasks
The ContentCenter Tasks module displays the following types of tasks:
My Tasks—Active user tasks owned by the current user.
Group Tasks—Active group tasks assigned to a group that the current user belongs
to, and which no other user has yet taken ownership of.
For detailed information about assigning and completing tasks, refer to the online help.
same as ContentCenter Professional and WebDesk Pro. If the user attempts to edit a file
in ContentCenter Standard that the Local File Manager cannot associate with an editing
program, the user is prompted to configure an editor. To prevent this dialog from being
displayed to your users, configure Local File Manager as described in “Installing Local
File Manager” on page 79.
Additionally, the My Local Files Setting dialog is available from the following URL:
http://server_name/iw-cc/localfilemgrsetup. To enable ContentCenter Standard
users to configure their own editing applications, you could:
Provide them with this URL.
Create a custom online help “How Do I” entry that references the URL. Creating
custom help entries is described in the TeamSite User Interface Customization Guide.
When invoking workflow CGI tasks, ContentCenter Standard, by default, displays the
CGI interface in the same browser window (that is, it does not launch a new browser
window). In previous TeamSite releases, CGI tasks were opened in a new window,
which was closed at the end of the user-interaction with the CGI. You can edit your
CGIs to display in a new window when using ContentCenter Standard.
A CGI can determine which ContentCenter interface in was invoked from by reading
the window.opener Javascript object:
If the value is not null, it has been opened in ContentCenter Professional.
If the value is null, it has been opened in ContentCenter Standard.
Edit the CGI so that when it is invoked in ContentCenter Professional, it closes the
window and when it is invoked from ContentCenter Standard, it forwards to the
workflow feedback URL command.
For more information about the workflow feedback URL, refer to the TeamSite User
Interface Customization Guide.
Link to VisualPreview
Editing
Variables that cannot be
customized or changed
NOTES
In both ContentCenter interfaces, if the task does not contain a value for the
specified variable, a read-only job variable value displays (if it exists).
In ContentCenter Standard (as shown), task variables are read-only.
In ContentCenter Professional, task variables can be edited.
You can customize which task variables are displayed in the Task Details screen using
the User Interface ToolKit (UITK). Refer to the TeamSite User Interface Customization
Guide for information about customizing task variables.
ContentCenter Standard users having the Editor, Administrator, or Master role(s) may
have a conflicting submit task in their Task list. Because the ContentCenter Standard
interface does not enable users to resolve conflicts, these users must use ContentCenter
Professional to resolve any conflicts.
NOTE
There is no Submit Direct functionality in ContentCenter. TeamSite Editors,
Administrators, and Masters are presented with a submit workflow that has no approval
step.
After a user selects a workflow, the workflow instantiation screen displays inside a
wizard. The workflow instantiation screen displayed in ContentCenter Standard and
ContentCenter Professional are similar, but not identical.
Configuring Application
Servers
This appendix describes how to configure the IBM WebSphere and BEA WebLogic
application servers to deploy Web applications such as TeamSite ContentCenter and
Event Subsystem. Procedures are divided into sections depending on whether the
procedure pertains to a specific Web application or to the application server in general.
Overview
Many TeamSite features rely on the proper deployment of Web applications. For
example, TeamSite’s ContentCenter user interfaces are defined by the content_center
Web application residing in iw-home\httpd\webapps. Likewise, Interwoven Search and
TeamSite ReportCenter may require the deployment of the eventsubsystem Web
application, which also resides in iw-home\httpd\webapps.
By default, TeamSite uses the Apache Tomcat Web application server to serve up
content_center, eventsubsystem, and all other Web applications. Tomcat is installed
automatically when TeamSite is installed.
NOTE
This appendix assumes that the WebSphere or WebLogic application server has already
been purchased from the relevant vendor and installed on your system. This appendix
discusses only how to configure these application servers to deploy the TeamSite
ContentCenter and Event Subsystem Web applications.
Release Compatibility
TeamSite 6.7 is compatible with the following application servers (in addition to
Apache Tomcat):
IBM WebSphere 6.1
BEA WebLogic 9.2
NOTE
The application server must reside on the same system that hosts the TeamSite server.
ContentCenter
Perform the following steps to deploy the content_center Web application through
WebSphere or WebLogic. Unless otherwise noted, each step applies to both WebSphere
and WebLogic.
1. Ensure that the TeamSite installation was successful by accessing it through one of
the ContentCenter interfaces. Enter the following URL in a browser. If the TeamSite
installation was successful, the default ContentCenter login page appears in the
browser.
http://hostname/iw-cc
2. On the system hosting the TeamSite server, navigate to the following directory:
iw-home\httpd\webapps\content_center
WebSphere:
You might need to navigate through the administration console as follows to make
the changes described below:
Servers > Application Servers > server1
Java and Process management > Process Definition > Java Virtual Machine
a. Using the administration console, update the Generic JVM Arguments field of
the server to include:
-Dcssdk.cfg.path=iw-home\cssdk\cssdk.cfg
-Diw_ssl_cert.dir=iw-home\servletd\conf\ssl_cert
-Dlog100.iwlogs=iw-home\local\logs
-Dcssdk.ssl.key.location=iw-home\servletd\conf\ssl_cert
-Diw_utild_client_cfg.path=iw-home\servletd\conf\iwutild_client.cf
g
b. Using the administration console, update the Classpath field of the server to
include:
iw-home\tools\java\jre\lib\endorsed\xercesImpl.jar
iw-home\tools\java\jre\lib\endorsed\xalan.jar
iw-home\servletd\common\lib\commons-el.jar
iw-home/bin;iw-home/lib;iw-home/cssdk;iw-home/servletd/common/lib;iw-h
ome/servletd/common/endorsed;iw-home/servletd/bin;iw-home/httpd/webapp
s/content_center/WEB-INF/lib
9. Change the port of the application server so that it is started on port 8080:
WebLogic: Based on your configuration, you might need to change config.xml so
that ListenPort is set to 8080. Or, as an alternative, change the servlet_port entry
in the [teamsite_servlet_ui] section of iw.cfg so that it matches the ListenPort
setting of the application server.
WebSphere: Based on your configuration, you might need to change the following
files in the relevant locations so that the application server is started on port 8080:
cell location\config\cells\cellname\nodes\nodename\serverindex.xml
cell location\config\cells\cellname\virtualhosts.xml
Or, as an alternative, change the servlet_port entry in the [teamsite_servlet_ui]
section of iw.cfg so that it matches the ListenPort setting of the application server.
10. Start the application server and test it by accessing the ContentCenter interface
through a browser:
http://hostname/iw-cc
security.provider.1=com.ibm.jsse2.IBMJSSEPProvider2
security.provider.2=com.ibm.jsse.IBMJSSEPProvider
security.provider.3=com.ibm.cypto.provider.IBMJCE
Depending on your system configuration, this step might be necessary because the
IBM JSSE implementation does not support TrustManager, which implements rules
for certificate chain path validation starting in Java v1.4.2. The IBMJSSEProvider2
implementation provides the necessary TrustManager support. For more
information, see:
http://www-128.ibm.com/developerworks/java/jdk/security/142/secguides/
securityguide.win64.html.
Event Subsystem
Perform the following steps to deploy the eventsubsystem Web application through
WebSphere or WebLogic. Unless otherwise noted, each step applies to both WebSphere
and WebLogic.
1. On the system hosting the TeamSite server, navigate to the following directory:
iw-home\httpd\webapps\eventsubsystem
-Dlog100.iwlogs=iw-home\local\logs
-Dweblogic.Name=%SERVER_NAME%
-Dweblogic.ProductionModeEnabled=%WLS_PRODUCTION_MODE%
-Djava.security.policy="%WL_HOME%\server\lib\weblogic.policy"
%SERVER_CLASS%
WebSphere:
You might need to navigate through the administration console as follows to make
the changes described below:
Servers > Application Servers > server1
Additional Properties > Process Definition
Additional Properties > Java Virtual Machine
a. Using the administration console, update the Generic JVM Arguments field of
the server to include:
-Dcssdk.cfg.path=iw-home\cssdk\cssdk.cfg
b. Using the administration console, update the Classpath field of the server to
include:
iw-home\tools\java\jre\lib\endorsed\xalan.jar
iw-home\tools\java\jre\lib\endorsed\xercesImpl.jar
iw-home\httpd\webapps\content_center\WEB-INF\lib\serverutils100.ja
r
iw-home\httpd\webapps\content_center\WEB-INF\lib\commons-collectio
ns-2.1.1.jar
iw-home\httpd\webapps\content_center\WEB-INF\lib\log4j.jar
iw-home\httpd\webapps\content_center\WEB-INF\lib\log4j-1.2.13.jar
iw-home\httpd\webapps\content_center\WEB-INF\lib\dom4j.jar
iw-home\cssdk\cssdkiface.jar
iw-home\cssdk\cssdkjni.jar;.
5. Before running the script to start the server, make sure that the following paths are
added to the library path for the relevant application server:
iw-home\cssdk;iw-home\lib
6. Change the port of the application server so that it is started on port 8080:
WebLogic: Based on your configuration, you might need to change config.xml so
that ListenPort is set to 8080. Or, as an alternative, change the servlet_port entry
in the [teamsite_servlet_ui] section of iw.cfg so that it matches the ListenPort
setting of the application server.
WebSphere: Based on your configuration, you might need to change the following
files in the relevant locations so that the application server is started on port 8080:
cell location\config\cells\host\nodes\host\servers\servername\
server.xml
cell location\config\cells\host\virtualhosts.xml
The following table contains the menu items from WebDesk Pro and one or more
corresponding procedures in ContentCenter Professional. It is intended for TeamSite
Administrators (not to be confused with users configured with the Administrator role
within TeamSite) who are familiar with basic TeamSite administration functionality
from earlier releases. If you are new a TeamSite administrator, you can use this table in
conjunction with the TeamSite Administration Guide and the online help to configure
workareas, and import and manage files.
NOTE
There may be additional ways to accomplish the same task that are not shown in this
table.
TeamSite 6.7 introduced the concept of configurable roles and delegated administration.
Under this arrangement:
The out-of-the-box Author, Editor, Reviewer, Administrator, and Master roles can
be configured to include or exclude some capabilities.
Users can have different roles on different branches.
You can create entirely new roles with nearly any capability for your site.
See Chapter 5, “Defining Users and Roles,” in the TeamSite Administration Guide for
more information about roles starting with TeamSite release6.7.
To support these new capabilities, TeamSite 6.7 and later releases use a new model to
establish user and group permissions, roles, and group memberships. Before you can use
TeamSite 6.7 or later, you must migrate your existing permissions and roles to the
TeamSite 6.7 model.
Migration Overview
If you are upgrading from a pre-6.7 TeamSite release, migration to the TeamSite 6.7
model falls into two main categories: steps invoked automatically by the TeamSite
installation program starting with release 6.7, and steps that you must perform manually
following a TeamSite 6.7 or later installation. The following sections describe these
categories in more detail. See the subsequent section “Migration Procedure” for details
about performing the migration.
NOTE
Migration cannot be undone after it has been performed. Therefore, if you think that you
might need to revert to a pre-6.7 TeamSite release, you should back up all of your
Content Stores, TeamSite roles files, and TeamSite configuration files and store them in
a location that is not affected by the migration.
If users and roles are defined in the pre-6.7 release by .uid files in the
iw-home\conf\roles directory, that information is read and recorded in
iw-home\conf\roles\tsusers.xml in the 6.7 or later release. If users and roles are
defined in LDAP (rather than in .uid files) in the pre-6.7 release, that information is
read and recorded in iw-home\conf\roles\tsldapuserscache.xml in the 6.7 or later
release. After TeamSite 6.7 or later is installed and started, this file is updated regularly
based on the entries in LDAP. See the to documentation for the iwldapuserscache CLT
in TeamSite Command-Line Tools for more information.
Users having the Master role have the ismaster attribute set to true in tsusers.xml or
tsldapuserscache.xml.
NOTE
It is also possible to generate the manifest file as a separate, pre- or post-migration step
without actually completing the migration. This scenario lets you examine the manifest
file before or after the migration to help determine the migration’s implications. You can
also edit the manifest file prior to finishing the migration to customize permissions and
roles before they are implemented. If you edit the manifest file, you can specify that it
be used as input when the final migration step executes. See the iwaccessmigrate
documentation in TeamSite Command-Line Tools for more information.
Migration Procedure
The following steps describe how to migrate pre-6.7 TeamSite permissions and roles to
the TeamSite 6.7 model. Perform these steps after the TeamSite 6.7 or later installation
program finishes and after you have rebooted the system. The steps described here
assume that the portions of the migration invoked automatically by the TeamSite 6.7
installation program have already executed, and that the TeamSite server (iwserver) is
running.
1. Issue the iwstat CLT to verify that the TeamSite 6.7 or later server is running and
to see which Content Stores are active and inactive:
> iwstat.exe
It is possible to perform the migration when some Content Stores are active and
others are inactive, but this is not a recommended or supported practice. Only active
Content Stores can be migrated. Performing a second migration for Content Stores
that were inactive at the time of the original migration and were activated after the
fact is not a supported or documented procedure. If you need to perform the
migration while one or more Content Stores is inactive, it is highly recommended
that you contact an Interwoven representative prior to invoking the
iwaccessmigrate CLT to finish the migration.
2. Ensure that no users or programs attempt read or write operations on the content
store(s) for the rest of this migration procedure. For example, make sure that no
users, workflow jobs, background tasks, or cron jobs are able to access the content
store(s).
3. Run the iw-home\bin\iwaccessmigrate CLT:
To complete the entire migration with no further interim steps, issue the
command with no options. When iwaccessmigrate executes, it generates the
accessresults.xml manifest file in iw-home\local\logs and implements the
migration with no further interaction from you:
> iwaccessmigrate.exe
4. In some pre-6.7 TeamSite releases, it was possible to customize roles using the UI
Toolkit. Any such custom roles were captured in roles_custom.xml. To migrate
these custom roles to the TeamSite 6.7 model, execute the following command:
> iw-home\install\migrate_customtk.ipl
5. Reboot the system to restart all TeamSite services. When the TeamSite server starts
for the first time, it could take longer than usual as the new permission and role
information is processed. Subsequent starts will take the normal amount of time.
Workflow Migration
Prior to TeamSite 6.7, external tasks in workflows ran as Administrator or the user who
started TeamSite. Starting with TeamSite 6.7, external tasks on Windows hosts run as
the task owner. The external task is restricted to the permissions associated with the task
owner. This potentially can cause problems with workflows that previously were able to
do privileged operations based on the user rather than the task owner.
To address this issue, if any external tasks need to be run as a special user, such as
Administrator or root, the workflows should be modified so that this user is the owner of
the task. Also, that account must be added as a TeamSite user if it is not already.
You can also configure TeamSite 6.7 so that external tasks revert back to pre-6.7
behavior by assigning the impersonate_without_password attribute with the value
false in the iw.cfg file:
[iwserver]
impersonate_without_password=false
This setting is subject to some limitations; see “Configuring the TeamSite Server” in the
TeamSite Administration Guide for details.
H multibyte characters
High Availability in backing store names 87
about 103, 113
HTTPS requests, redirecting 76 N
NetBEUI 82
I network drive 81
IIS notation conventions 11
configuring 69
incremental updates 46 P
initial edition 92 parsing .shtml files 71
install log location 32 path name conventions 12
install.exe 32, 46, 55 port 80 36, 56
installing port number
FormsPublisher 21 http server 36, 56
required access for 28, 32, 46, 54 web server 37, 57
required information 29 port numbers
search 46 Interwoven Web Daemon 37, 56
TeamSite 31, 32 ports
internationalization web server 70
text editor encoding 87 Primary Domain Controller (PDC) 19
iPlanet web server program files
aliases 76 location 33, 47
iw.cfg program files, default location 25
activating change to 88 publishing editions
encoding of 87 about 94
iw-home adding comments 94
about 25 first edition 94
iw-home variable 34 through the command line 94
iw-mount alias 70 through the TeamSite GUI 94
iwreset 88
iw-store directory, backing up 54, 68
iwstoreadm 89 R
RAID configurations 19
J redirecting HTTPS requests 76
redirector module
JavaScript 79 introduced 71
Reporting
L standalone installation 28
requirements
license keys
backing store 19
troubleshooting 53
CPU 16
loading content 85
local domains 19
Local File Manager S
about 81 SCSI controllers and drives 19
installing 81 search
locations installing 46
default program files 25 server-side includes 71
locking model 92 Service Packs, uninstalling 68
shared volume 19, 81
M SSIs, enabling 71
moving staging area 92
backing stores 89 submit filtering 93
submit task, ownership 102
T
tasks
CGI 100
ownership 102
TeamSite
accessing
through the file system 81
through the GUI 79
troubleshooting 82
clients 79, 81
FormsPublisher 21
High Availability 103, 113
see also High Availability
installing 32
mounting 81
populating 93
Service Pack 1 68
uninstalling 68
text editor encodings 87
troubleshooting, license keys 53
U
uninstalling
TeamSite 68
uninstalling TeamSite 68
V
VisualPreview
for SSIs 71
required plug-ins 73
W
web daemon 37, 56
web servers
aliases 25
configuring 69
iPlanet 76
port number 37, 57, 70
stopping and starting 75
Sun ONE 76
supported 69
window.opener Javascript object 100
workareas
creating 92
naming conventions 92
populating 93
private 92