Lotus AD04BML - Lotus Domino Document Manager, Installation Manual

Page 1: ...Lotus Document Manager Installation Guide Version 6 5 1 G210 1645 00...

Page 2: ...TIONS OF THE APPLICABLE LICENSE AGREEMENT GOVERNING THE USE OF IBM SOFTWARE Licensed Materials Property of IBM Copyright IBM Corporation 1997 2004 All rights reserved US Government Users Restricted Ri...

Page 3: ...a Document Manager replica server on AIX or Solaris 18 Installing a Document Manager master server on AIX or Solaris 18 Skill requirements for installing on AIX or Solaris 16 System requirements for...

Page 4: ...86 Upgrading a master server 85 Loading the transaction manager 84 Setting up a new replica server 81 Setting up a new master server 79 6 Setup Procedure for All Platforms 78 Removing Document Manage...

Page 5: ...1 supports these server platforms AIX 5 1 and 5 2 Solaris 8 and 9 OS 400 V5R1 and V5R2 Windows NT 2000 Advanced Server and 2003 Server You can install Document Manager on a single server or on multip...

Page 6: ...structions for removing the Document Manager server software from that particular platform After you finish installing from the CD you need to open the Domino Doc Site Administration database to perfo...

Page 7: ...ntation see Lotus Documentation at www lotus com ldd doc Z Z The Domino for iSeries Web site at www ibm com eserver iseries domino related domdoc htm For more information about iSeries see AS 400 Nati...

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Page 9: ...rmation for the installation and setup procedures Equipment requirements Domino servers Disk space requirements Administrators Users Equipment requirements This section describes the general equipment...

Page 10: ...mixed environment of the various supported platforms Document Manager consists of one or more libraries created on these servers by using the Domino Doc Site Administration database ddadmin nsf To in...

Page 11: ...he HTTP host name if users will be accessing Document Manager through a Web browser Make sure the HTTP host name is listed in the server document in the Name and Address Book Domino Directory To do so...

Page 12: ...y only file cabinets only or both Whether you will be using the HTTP protocol to access Document Manager on either server Whether your servers are set up for replication Is the Public Address Book rep...

Page 13: ...name is used to construct URLs for access to file cabinets These URLs are included in the e mail messages sent to users who are invited into file cabinets You should keep this in mind when you choose...

Page 14: ...ve at least one Site Administrator and can have as many as you want However because Site Administrators have full access to all Document Manager databases and can perform actions that are otherwise re...

Page 15: ...s In addition to creating file cabinets this user can also change the design of the File Cabinet template a privilege that is necessary to create new binder or document types File Cabinet Creators ini...

Page 16: ...ou have users who will use both HTTP and Notes clients the Person records for each of these users must have an HTTP password This will let them log on via a Web browser or the Desktop Enabler via the...

Page 17: ...to check compatibility requirements because some releases of the client may require a particular server release Mail and HTTP only users If some users will access your server exclusively through HTTP...

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Page 19: ...Site Administrator must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview AIX or Sola...

Page 20: ...sible use the recommended equipment rather than the minimum to improve performance and make maintenance easier AIX hardware and software requirements A Document Manager server that runs on AIX require...

Page 21: ...able exists and points to the location of the Domino server before you install or upgrade Document Manager The best way to do this is to add the environment variable to the profile file of the user wh...

Page 22: ...Installing a Document Manager master server on AIX or Solaris The instructions in this section assume that you have already completed these tasks Set up the required equipment listed in Planning your...

Page 23: ...KeyFileName is set to a valid value You can do this two different ways Set KeyFileName admin id where admin id is a valid administrator ID file for signing databases The ID file must be in the data d...

Page 24: ...t you do so after successfully installing Document Manager as long as you are running a version of R5 that this version of Document Manager supports 11 Install the master server Installing a master se...

Page 25: ...e m to select Master and then press ENTER When asked the name of the directory where you want the Document Manager files installed the directory shown is a subdirectory of the Domino data directory ac...

Page 26: ...select Eject from the file manager in the Common Desktop Environment or from the terminal type eject cdrom 3 Remove the CD from the drive 4 Sign the templates and databases For details see the chapter...

Page 27: ...the master Domino server this is the name as given in the Domino Directory do not use the network node name Path to the Notes data directory such as home notes notesr4 Path to the subdirectory of the...

Page 28: ...mmand su password password 4 AIX users only Mount the CD smit mountfs 5 Insert the Document Manager CD into the CD ROM drive 6 Solaris users only Allow the automounter to mount the CD 7 Change to the...

Page 29: ...nstalling you can accept or change the name shown and then press ENTER Note It can take several minutes for the installation to complete 14 Perform the post installation tasks and install any other re...

Page 30: ...If you have Domino Doc 3 1 or later installed on either an AIX server or a Solaris server you can upgrade to Document Manager 6 5 1 Before upgrading your previous version of Lotus Domino Document Mana...

Page 31: ...6 Upgrade the master server Upgrading a master server on AIX or Solaris We strongly recommend that you print these instructions to use as a checklist while installing and for taking notes on your inst...

Page 32: ...y where you want the Document Manager files installed press ENTER to accept the directory name shown You must install the upgrade in the same directory where you previously installed Document Manager...

Page 33: ...e templates directory on the Document Manager installation CD Later when you apply the actual customizations use a special Administrator ID to make it easier to track and identify the changes 17 Sign...

Page 34: ...urity tab If you are using Domino 6 look at the Run unrestricted methods and operations field if you are using Domino R5 look at the Run unrestricted LotusScript Java agents field 6 Go to a Notes clie...

Page 35: ...rade tasks Upgrading a replica server with file cabinets and or libraries on AIX or Solaris 1 Perform the pre upgrade tasks Make sure you are logged in with a user ID that is authorized to run the Dom...

Page 36: ...omino Doc When asked to confirm that you want to continue the installation type y and then press ENTER If you choose to cancel the installation the program terminates with no modifications to your ser...

Page 37: ...in the Directory Address Book 3 Sign the templates and databases For details see the chapter on signing templates and databases 4 Run a replication cycle by entering from the master server Repl replic...

Page 38: ...installation directory 5 Delete the documentation databases from the Document Manager installation directory ddmddig nsf ddmadmgd nsf ddmusrgd nsf ddmddpg nsf ddmdwf nsf 6 Delete all library binder an...

Page 39: ...the file cabinet template that you created with names other than filecab ntf 11 You may also need to remove items from the notes ini file Remove the task ddmtran from the ServerTasks list Remove thes...

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Page 41: ...r must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview iSeries The installation pro...

Page 42: ...OC command the process Copies the ntf files to the Domino server data directory Creates the Site Administration database ddadmin nsf in the Lotus Domino Document Manager subdirectory specified on the...

Page 43: ...e 40MB disk space minimum for Lotus Domino Document Manager plus disk space for OS 400 applications and Domino users see Note 1GB disk space minimum for Lotus Domino Document Manager file cabinets 4GB...

Page 44: ...urity administration Z Z To add Lotus Domino Document Manager to a Domino server on iSeries ADDDOMDOC command you must have the ALLOBJ special authority Z Z To remove Lotus Domino Document Manager fro...

Page 45: ...server pre upgrade tasks for iSeries 1 Check the iSeries Web site for the latest tips on installation and use to verify that you have all of the recommended fixes Go to http www ibm com servers eserv...

Page 46: ...Doc Site Administrators group with the Domino administrator as a member in your server s Directory Address Book Also verify that the system groups that Document Manager will create do not conflict wi...

Page 47: ...ined area following the symbol Use the following steps to install a Lotus Domino Document Manager master server on iSeries 1 Perform the pre installation tasks 2 Start the Notes client on the administ...

Page 48: ...on For example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Lotus Domino...

Page 49: ...ICA Domino Doc subdirectory Specify the name of the subdirectory of the Domino server s data directory The Lotus Domino Document Manager files will be copied to this subdirectory For example if the da...

Page 50: ...installation Performed the planning recommendations outlined in Planning your Lotus Domino Document Manager installation Z Z Installed the master server Information and procedures for installing Lotus...

Page 51: ...given in the Domino Directory do not use the network node name Path to the Notes data directory such as home notes notesr5 Path to the subdirectory of the Domino data directory where you want to inst...

Page 52: ...2 Start the Notes client on the administrator workstation for your Domino server on iSeries The administrator workstation has the user ID for the Domino administrator who has Manager access to the ser...

Page 53: ...a Domino server Note The following procedure runs the ADDDOMDOC command interactively Adding the Lotus Domino Document Manager software to each Domino server takes from 3 to 30 minutes depending on t...

Page 54: ...ata directory of the server is NOTES DATA and you specify DOMDOC as the name of the subdirectory the system creates the subdirectory NOTES DATA DOMDOC and puts the Lotus Domino Document Manager files...

Page 55: ...upgrading a Lotus Domino Document Manager master server on iSeries including Pre upgrade tasks Upgrade procedure Post upgrade tasks Performing master server pre upgrade tasks for iSeries If you have D...

Page 56: ...and Document databases as a precaution 6 Upgrade the master server Upgrading a master server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing...

Page 57: ...RUN command as follows lodrun dev opt dir os400 The system installs the Lotus Domino Document Manager software on iSeries as a Licensed Program Product 7 Enter the following iSeries command to display...

Page 58: ...2924 to your library list To add the secondary library enter the following command addlible lib qsys2924 For details on the steps used to ensure that the secondary language can be used see the iSeries...

Page 59: ...Sign the templates and databases 11 If you are using a custom library template that is not named domdoc ntf or a custom file cabinet template that is not named filecab ntf you need to upgrade the temp...

Page 60: ...plica server on iSeries This section contains information and procedures for upgrading Lotus Domino Document Manager Domino Doc replica servers on iSeries including Pre upgrade tasks Upgrade procedure...

Page 61: ...n your iSeries You can enter the command from any iSeries command line The command line is the underlined area following the symbol Use the following steps to install a Document Manager replica server...

Page 62: ...the version For example release V6R5M1 indicates Document Manager 6 5 1 for iSeries 10 Remove the CD from the drive Using ADDDOMDOC The Add Lotus Domino Document Manager ADDDOMDOC command adds the Doc...

Page 63: ...DOMDOC will detect the older version of Document Manager Domino Doc on your server and will fill in the install type and the Document Manager subdirectory for you 6 Press ENTER 7 Start the Domino serv...

Page 64: ...ries and file cabinets you have installed 5 If you are using custom library and file cabinet templates that are not named domdoc ntf and filecab ntf create a replica of each custom template on the rep...

Page 65: ...ich you want to remove the software 5 Press ENTER to run the command The RMVDOMDOC command removes the Document Manager files that were installed by the ADDDOMDOC command specifically it removes Docum...

Page 66: ...system Before removing the software from the system you should remove Document Manager from each of your Domino servers 1 On any iSeries command line type DLTLICPGM LICPGM 5769LDD 2 Press ENTER to ru...

Page 67: ...Site Administrator must open the Domino Doc Site Administration database and create the first library For details see the chapter on Setup procedure for all platforms Installation overview Windows Wh...

Page 68: ...r configuration information to the notes ini file System requirements for Windows Before you install Lotus Domino Document Manager install the supported hardware software and network operating system...

Page 69: ...Planning your Document Manager installation Information and procedures for installing a Document Manager master server on Windows are organized as follows Pre installation tasks Installation procedure...

Page 70: ...in an entry for KeyFileName the install program will automatically add it and assign it the value from ServerKeyFileName 6 Use a Notes client to verify that the system groups that Document Manager wil...

Page 71: ...ou print these instructions to use as a checklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the...

Page 72: ...he Install program looks for a registry key in the HKEY_LOCAL_MACHINE tree named SOFTWARE Lotus Components LotusScriptExtensions 2 0 This key should contain the full path name of the Notes DLL nlsxbe...

Page 73: ...talling a Document Manager replica server on Windows are organized as follows Pre installation tasks Installation procedure Post installation tasks Performing replica server pre installation tasks for...

Page 74: ...ecklist while installing and for taking notes on your installation Note If you are upgrading from a previous version of Document Manager Domino Doc follow the instructions for Upgrading a replica serv...

Page 75: ...dmin ntf and ddadmin nsf with the same ID that was used to sign them on the master server For details see the chapter on signing templates and databases 4 If you are using server to server replication...

Page 76: ...example domdoc Note If the Document Manager Domino Doc directory was changed after installation the upgrade process may appear to have completed correctly but you may experience problems when working...

Page 77: ...ut down all of the following to prevent conflicts All replica servers Notes client Domino server software 4 Insert the Document Manager CD into the CD ROM drive 5 Choose Run from the Start Menu 6 In t...

Page 78: ...t Manager installation CD Later when you apply the actual customizations use a special Administrator ID to make it easier to track and identify the changes 15 Sign the templates and databases 16 If yo...

Page 79: ...5 Go to a Notes client to perform the setup procedure For details see Upgrading a master server in the chapter that describes setup on all server platforms Upgrading a Document Manager replica server...

Page 80: ...ument Manager databases Domino server software 3 Insert the Document Manager CD into the CD ROM drive 4 Choose Run from the Start Menu 5 In the Command Line text box type CD drive letter w32 install s...

Page 81: ...un unrestricted methods and operations field Domino 6 or Run unrestricted LotusScript Java agents field Domino R5 in the Server document in the Directory Address Book 3 Run a replication cycle by ente...

Page 82: ...er components such as the Desktop Enabler on the server click No to remove all Document Manager components click Yes 4 Remove the File Cabinet and Document databases and templates nsf and ntf files th...

Page 83: ...e based on the library name you specify If databases of those names already exist Setup will warn you of that condition and will prompt you to correct it before proceeding For more detailed explanatio...

Page 84: ...8 Open the Domino Doc Site Administration database ddadmin nsf located on the Document Manager server in the subdirectory where you installed Document Manager Note The Site Administration database mus...

Page 85: ...ou have a customized template that you need to use Note The Template Title as found in Database Properties Design must be of the format DominoDocLibraryxxx If the name is not in this format errors wil...

Page 86: ...ocument Manager update the Name and Address Book for you you still need to check the administrator s e mail account for modification requests that Document Manager cannot make for you 14 Optional Chec...

Page 87: ...icular group Set How many levels to expand groups to the number of nested groups you want Document Manager to display in dialog boxes for example when you specify document security or review and appro...

Page 88: ...nt Manager infrastructure 1 From a Notes client open the Domino Doc Site Admin database located in the Document Manager installation directory and click New Replica 2 Enter the name of the master serv...

Page 89: ...Document Manager Administrator s Guide Use this procedure to load the transaction manager 1 If you are using iSeries start the Domino server console by entering one of the following iSeries commands...

Page 90: ...upgrade the database Note The upgrade agent will run properly only if the upgrade profile has been successfully copied from the ddadmin nsf database and if the file cabinet database is listed in the u...

Page 91: ...subdirectory of your server s data directory 2 Identify customizations for example DocEvents your company logo custom document and binder types that have been made to the custom copies of the library...

Page 92: ...add any customizations from the backed up copy of the old custom template found with a 1tf extension in the highest numbered ddbu subdirectory of your server s data directory into the newly created cu...

Page 93: ...data domdoc FoldersLib nsf for iSeries servers 3 In UNIX if you did not create the link file as the UNIX user who runs your Domino server change the ownership of the link file to be that user AIX and...

Page 94: ...a ID interpreted by Domino as residing in the Notes data directory When navigating from the library in the domdoc subdirectory making it a domdoc resource to file cabinets being opened by replica id m...

Page 95: ...ent The user accesses Lotus Domino Document Manager as a Notes client accessing the library database or as a Web browser accessing the library through its URL No additional installation on the client...

Page 96: ...g Started located in the top right corner of the workspace scroll to the bottom of Getting Started with Document Manager and then click Download Document Manager Desktop Enabler 3 Double click ddsetup...

Page 97: ...to install the files associated with the controls If the user agrees to install the controls the Document Manager banner and InstallShield dialog box appear briefly When the hourglass pointer reverts...

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Page 99: ...inistrator and a member of the Domino Doc Site Administrators group 1 Open the Lotus Domino Administrator application 2 Make sure you are logged in with an appropriate administrator ID If not choose F...

Page 100: ...strator application using a Notes ID that is both a Domino administrator and a member of the Domino Doc Site Administrators group 1 Open the Lotus Domino Administrator application 2 Make sure you are...

Page 101: ...rocess If you accept these certificates they will be added to the local address book not the server s Domino Directory You can safely delete these certificates from the local address book after the si...

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Page 103: ...sult of a subtle server misconfiguration This chapter provides suggestions for locating and correcting the source of the problem Checking server configuration Checking server information in profile do...

Page 104: ...nd the Domino Doc Site Administrators group are specified in the Run unrestricted LotusScript Java agents field if you are using a Domino 5 server or in the Run unrestricted methods and operations fie...

Page 105: ...correctly follow these steps 1 Using Domino Designer open the Domino Doc Library template domdoc ntf located in the server data directory typically c lotus domino data or c domino data 2 For each des...

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Page 107: ...ng on Windows 72 73 74 R Removing Document Manager from AIX or Solaris 34 from iSeries 61 from Windows 78 Removing Document Manager client 92 Replica servers installing on AIX or Solaris 23 24 25 inst...