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Lotus AD04BML - Domino Document Manager Installation Manual

Installation guide
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Lotus
Document Manager
®
Version 6.5.1
Installation Guide
G210-1645-00

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Summary of Contents for Lotus AD04BML - Lotus Domino Document Manager

  • Page 1 Lotus Document Manager ® Version 6.5.1 Installation Guide G210-1645-00...
  • Page 2 Cambridge, MA 02142 List of Trademarks IBM, the IBM logo, AIX, AS/400, Domino, Domino.Doc, iSeries, Lotus, Lotus Notes, Notes, OS/400, Sametime, SecureWay, SmartSuite, and Word Pro are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both.

  • Page 3: Table Of Contents

    Contents ............1 Introduction .
  • Page 4 ......Upgrading a Document Manager master server on iSeries ......Upgrading a Document Manager replica server on iSeries .

  • Page 5: Introduction

    Each network must have at least one Document Manager master server. How to use this guide This guide explains how to install IBM Lotus Domino Document Manager on one or more servers, and how to install the associated Desktop Enabler on a client workstation.

  • Page 6: Organization

    Installing Lotus Domino Document Manager has four major components: 1. Transferring the product from the CD to the server. 2. Setting up the databases. 3. Installing the client(s). 4. Performing the Site Administration tasks. This guide describes steps 1-3. You will then refer to the Document Manager Administrator’s Guide for step 4.
  • Page 7 • AS/400 softcopy library (CD-ROM) The CD provides the entire AS/400 library of publications in a format that you can display and search at your workstation. • The iSeries Information Center at publib.boulder.ibm.com/html/as400 • The iSeries Online Library at as400bks.rochester.ibm.com/pubs/html/as400/onlinelib.htm...

  • Page 9: Planning Your Document Manager Installation

    Chapter 2 Planning Your Document Manager Installation The best way to ensure a smooth installation is to do some planning before you begin the actual installation, and before you set up the databases. Make sure you understand how Document Manager will integrate into your Domino installation.

  • Page 10: Document Manager Client Requirements

    Document Manager client requirements The Document Manager client requires the following hardware and software: • Microsoft® Windows® XP Professional, Windows 2000 Professional, or Windows NT 4 • Memory: 64MB • Hard disk space: 7MB to install Desktop Enabler, plus space for downloading temporary files from the Document Manager server •...
  • Page 11 • Whether the Setup procedure is allowed to update the Public Address Book. • Whether to enable IBM Lotus Instant Messaging and Web Conferencing (Sametime®) integration so users can know who is online. For details, see “About Document Manager and instant messaging integration” in the Document Manager Administrator’s Guide.
  • Page 12 • Whether to enable Domain Search. For more information, see “Enabling Domain Search in Document Manager” in the Document Manager Administrator’s Guide. Replica servers The replication process exchanges information between a source server and a destination server. When you set up a Document Manager replica, the source server is where an existing Document Manager replica currently resides, and the destination server is where the new replica will be created.

  • Page 13: Planning Your Disk Space Requirements

    If you intend to use any replication features, it is suggested that you also read the Document Manager Administrator’s Guide topics on replication. Domino HTTP server Document Manager can be accessed from either a Notes client or a Web browser. For the setup process, you need to know: •...

  • Page 14: Planning For Your Administrators

    Planning for your administrators Document Manager has three classes of users who help maintain your installation: • Domino.Doc Site Administrators • Domino.Doc Library Administrators • Domino.Doc File Cabinet Creators Domino.Doc Site Administrators A Document Manager site has one or more libraries. Only a Site Administrator can create a library.

  • Page 15: Planning For Your Users

    Administrators to a minimum. For more information, see the Document Manager Administrator’s Guide. For installation and library setup, keep in mind that the person whose ID is used during library setup receives Library Administrator status. The following information is also useful for Library Administrators to have on hand: •...
  • Page 16 For every Document Manager user who has a Notes ID, there must be a Person document in the Address book (names.nsf). However, users do not need a Person document to access Document Manager. Users can be listed in an LDAP directory, or in another address book that is configured through directory assistance.
  • Page 17 • For users who will access Document Manager through a Web browser, you need to create a link to the Domino data directory so they can properly access libraries without encountering multiple password prompts. For more information, see Creating the database link. ODMA users The Desktop Enabler lets users access the Library directly from within ODMA-enabled applications.

  • Page 19: Installing Document Manager On Aix Or Solaris

    Chapter 3 Installing Document Manager on AIX or Solaris This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager server software on AIX or Solaris in these sections: • Installation overview • Hardware and software requirements •...

  • Page 20: System Requirements For Aix Or Solaris

    A Document Manager server that runs on AIX requires the following hardware and software: • An IBM RISC System/6000® with a PowerPC® processor running IBM AIX version 5.1 or 5.2 • A Domino server (see ReadMe.txt for a list of compatible Domino server...
  • Page 21 LIBPATH=$LIBPATH:/home/domino/notes/latest/ibmpow export LIBPATH • 128MB RAM minimum • 20MB disk space minimum for Document Manager, plus disk space for other applications, and Domino users • 1GB disk space minimum for Document Manager file cabinets, 4GB recommended • For replica servers, a master server with Document Manager already installed Solaris hardware and software requirements A Document Manager server that runs Solaris requires the following...

  • Page 22: Skill Requirements For Installing On Aix Or Solaris

    Skill requirements for installing on AIX or Solaris AIX and Solaris have security restrictions to prevent unauthorized access to system functions and data. The person who installs Lotus Domino Document Manager on AIX or Solaris must be able to use the super user command (su), or log in as root to establish proper file ownership and permissions.
  • Page 23 1. Gather and have on hand information that you will need to provide during setup: • Path to the Domino data directory (such as /home/notes/notesr5) on the AIX or Solaris server • Full hierarchical name of the server on which Document Manager is being installed •...
  • Page 24 9. If you plan to create one or more libraries as part of the installation, have on hand the following information: • Notes/Domino server name • Notes/Domino domain name • HTTP host name of the server • Name of each library to be created •...
  • Page 25 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 appropriate distribution directory, for example: # cd /mnt/cdrom/aix/install # cd /cdrom/docmgr651/solaris/install 8.

  • Page 26: Installing A Document Manager Replica Server On Aix Or Solaris

    13. When prompted, and using the information gathered during pre-installation, specify the name of the Domino server on which you are installing (you can accept or change the name shown), and then press ENTER. Note It can take several minutes for the installation to complete. 14.
  • Page 27 Information and procedures for installing a Document Manager replica server on AIX or Solaris are organized as follows: • Pre-installation tasks • Installation procedure • Post-installation tasks Performing replica server pre-installation tasks for AIX or Solaris While the actual installation of Lotus Domino Document Manager is simple and straightforward, it does require some preplanning on your part.
  • Page 28 Installing a replica server on AIX or Solaris We recommend printing 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 instructions for Upgrading a replica server on AIX or Solaris.
  • Page 29 • 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), accept or change the directory name shown and then press ENTER. • When asked to confirm that you want to continue the installation, type y and then press ENTER.

  • Page 30: Upgrading A Document Manager Master Server On Aix Or Solaris

    Tip To verify this, open the appropriate Server record in the Directory (Address Book), and click the Security 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”...
  • Page 31 Domino.Doc Site Admin Template, ddadmin.ntf 3. (Optional) Identify customizations that have been made to your library and file cabinet templates (for example, DocEvents, your company logo, custom document and binder types). Tip You can use a Notes diff tool (for example, TeamStudio Delta, from Ives Development Inc.) to compare the templates on your server with the originals in the \templates directory on the Document Manager installation CD.
  • Page 32 8. Change to the appropriate distribution directory, for example: # cd /mnt/cdrom/aix/install # cd /cdrom/docmgr651/solaris/install 9. Install the Document Manager server software by running part 1 of the installation program provided with Document Manager: # ./install1 10. When prompted, do the following: •...
  • Page 33 Warning Do not open the Domino.Doc Site Administration database (ddadmin.nsf) until prompted to do so. 14. Start the Domino server on the installation machine. 15. Make sure that the design elements in your Document Manager databases do not have the “Prohibit design replace or refresh to modify” option selected in their design properties.

  • Page 34: Upgrading A Document Manager Replica Server On Aix Or Solaris

    • For AIX, type $ smit umountfs • For Solaris, 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. Make sure that the master server name and the Domino.Doc Site Administrators group exist in the “Run unrestricted methods and operations”...
  • Page 35 3. Do one of the following as needed: • Perform the tasks to upgrade a replica server with file cabinets and/or libraries. • Perform the tasks to upgrade a replica server with file cabinets only. Upgrading a replica server with only file cabinets on AIX or Solaris 1.
  • Page 36 8. Install the Document Manager server software by running part 1 the installation program provided with Document Manager: # ./install1 9. When prompted, do the following: • Specify the Domino server data directory. For example, type /local/notes/data and then press ENTER. Domino must use the same directory that it was using when you installed the previous version of Document Manager (Domino.Doc).
  • Page 37 Warning This option must be turned off (unchecked) for all design elements before you continue. 15. Perform a design refresh by typing from the server console: load design Note This process could take several hours depending on the number of libraries and file cabinets you have installed. 16.

  • Page 38: Removing Document Manager Server Software From Aix Or Solaris

    8. (Optional) If users will be accessing Document Manager libraries from the Web, create a database link to every library database on each replica server. See “Creating the database link” in the chapter that describes setup on all server platforms. Removing Document Manager server software from AIX or Solaris 1.
  • Page 39 9. (Optional) Delete the Document Manager gif files from the Domino icons directory (typically domino/icons under the server’s data directory). 10. Remove any copies of the library template that you created with names other than domdoc.ntf, and any copies of the file cabinet template that you created with names other than filecab.ntf.

  • Page 41: Installing Document Manager On Iseries 400

    Chapter 4 Installing Document Manager on iSeries 400 This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager on an iSeries® server in these sections: • Installation overview • Hardware and software requirements • Skill requirements •...
  • Page 42 • Copies the following .ntf and .nsf files to the directory /QIBM/UserData/Lotus/Domino.Doc: • ddmtrans.ntf — Domino.Doc transaction manager template • ddmconfg.ntf — Domino.Doc configuration template • dmlog.ntf — Domino.Doc log template • domdoc.ntf — Domino.Doc library template • filecab.ntf — Domino.Doc file cabinet template •...

  • Page 43: System Requirements For Iseries

    Lotus Domino Document Manager (Domino.Doc). • IBM Operating System/400 (OS/400), 5722SS1, Version 5 Release 1 or later • IBM TCP/IP Connectivity Utilities for iSeries, 5722TC1 • Lotus Domino for iSeries server See Readme.txt for a list of compatible Domino server versions.
  • Page 44 For more information, see Installing and Managing Domino for iSeries, or the Domino for iSeries Help database (i400help.nsf). • Domino administrative tasks, such as setting up Domino Directory (Public Name and Address Book) entries. • The server’s TCP/IP settings. Replica installers should also be familiar with replication of Domino servers, and whether server-to-server replication has been attempted on the subject Domino server.

  • Page 45: Installing A Document Manager Master Server On 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/eserver/iseries/domino, and select Domino Document Manager. 2. Make sure you have installed the Lotus Domino for iSeries software and set up a Domino server on your iSeries.
  • Page 46 5. Become familiar with startup and shutdown procedures for the Domino server. For more information, see Installing and Managing Domino for iSeries, or the Domino for iSeries Help database (i400help.nsf). 6. Become familiar with the procedure for mounting a CD on the iSeries server.
  • Page 47 • File Cabinet Creator user names 11. Install the master server. Installing a master server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing, and for taking notes on your installation. The installation process on the iSeries consists of two parts: 1.
  • Page 48 For details on stopping a Domino server, see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database (i400help.nsf). 5. Insert the Lotus Domino Document Manager CD into the iSeries CD-ROM drive. 6. Install the Lotus Domino Document Manager server software using the iSeries command.
  • Page 49 Enter the following command to add the secondary library: addlible lib(qsys2924) For details on the steps used to ensure that the secondary language can be used, see the iSeries National Language Support book (SC41-5101). 2. Shut down the Domino server if it is active. For details on stopping a Domino server, see Installing and Managing Domino for iSeries, or the Domino for iSeries Help database (i400help.nsf).

  • Page 50: Installing A Document Manager Replica Server On Iseries

    1. Check the Domino for iSeries Web site for the latest tips on installation and use, and to verify that you have all of the recommended fixes. Go to http://www.ibm.com/servers/eserver/iseries/domino and select Document Manager.
  • Page 51 2. Make sure you have installed the Lotus Domino for iSeries software and set up a Domino server on your iSeries. If some users will be accessing Lotus Domino Document Manager via Web browsers (or the Desktop Enabler via the HTTP protocol), then your Domino server name must be defined in the DNS server or in iSeries TCPIP host table.
  • Page 52 Installing a replica server on iSeries We strongly recommend that you print these instructions to use as a checklist while installing, and for taking notes on your installation. The installation process on the iSeries consists of two parts: 1. Using LODRUN to unload the software from the Lotus Domino Document Manager CD and install it on the iSeries system 2.
  • Page 53 6. Install the Lotus Domino Document Manager server software using the iSeries command. Enter the command as follows: LODRUN LODRUN 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 a list of installed software to verify that the Lotus Domino Document Manager software is installed on the iSeries system: dspsfwrsc...
  • Page 54 2. Shut down the Domino server if it is active. For details on stopping a Domino server, see Installing and Managing Domino for iSeries, or the Domino for iSeries Help database (i400help.nsf). 3. Enter on any iSeries command line: adddomdoc 4.

  • Page 55: Upgrading A Document Manager Master Server On Iseries

    Tip To verify this, open the appropriate Server record in the Directory (Address Book), and click the Security 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”...
  • Page 56 Domino.Doc Transaction Template, ddmtrans.ntf Domino.Doc Log Template, dmlog.ntf Domino.Doc Library Template, domdoc.ntf Domino.Doc File Cabinet Template, filecab.ntf Domino.Doc Site Admin Template, ddadmin.ntf (for 3.1 upgrades only) 3. (Optional) Identify customizations that have been made to your library and file cabinet templates (for example, DocEvents, your company logo, custom document and binder types).
  • Page 57 For details on the administrator workstation for a Domino server on iSeries, see the Domino for iSeries documentation. 3. Using the administrator workstation: • Verify that you (as the administrator) can create replica databases on the Domino server. Open the Server document in the Directory and look at the Create new replicas field in the Security section.
  • Page 58 Note The following procedure runs the command interactively. ADDDOMDOC Adding the Document Manager software to each Domino server takes from 3 to 30 minutes, depending on the iSeries model. To minimize the effect on system users, set up the Document Manager software on a server during periods when the system is not heavily loaded.
  • Page 59 8. Make sure that the design elements in your Document Manager databases do not have the “Prohibit design replace or refresh to modify” option selected in their design properties. Warning This option must be turned off (unchecked) before you continue. 9.

  • Page 60: Upgrading A Document Manager Replica Server On Iseries

    3. If you are using server-to-server replication, open the Server documents for all servers where you will be replicating Document Manager, and verify that the User ID used to install Document Manager has rights to run unrestricted methods and operations on the specified server, either directly or through a group.
  • Page 61 Note You do not need to run the Document Manager Replica Install Setup from the CD. 3. Enable a replication cycle by typing from the replica server console: load replica 4. Run a replication cycle by typing from the master server: Repl replicaservrename[/domain] 5.
  • Page 62 4. Shut down the Domino server. For details on stopping a Domino server, see the Installing and Managing Domino for iSeries book or the Domino for iSeries Help database (i400help.nsf). 5. Insert the Document Manager CD into the iSeries CD-ROM drive. 6.
  • Page 63 Enter the following command to add the secondary library: addlible lib(qsys2924) For details on the steps used to ensure that the secondary language can be used, see the iSeries National Language Support book (SC41-5101). 2. Shut down the Domino server if it is active. For details on stopping a Domino server, see Installing and Managing Domino for iSeries, or the Domino for iSeries Help database (i400help.nsf).
  • Page 64 Performing replica server post-upgrade tasks for iSeries After installing your replica server upgrade, perform the following steps to complete the replica upgrade: 1. Restart all replica servers. 2. Make sure that all of the replica server names and the Domino.Doc Site Administrators group exist in the “Run unrestricted methods and operations”...

  • Page 65: Removing Document Manager Server Software From Iseries

    Removing Document Manager server software from iSeries You can remove the Lotus Domino Document Manager software from a particular Domino server or from the iSeries system. Removing the software from a server The iSeries Remove Lotus Domino Document Manager (RMVDOMDOC) command is provided to remove the Document Manager software from a Domino for iSeries server.
  • Page 66 You must separately remove any File Cabinet and Document database (.nsf) and template (.ntf) files that were created as a result of using Document Manager. Removing the software from the iSeries Use the iSeries Delete Licensed Program (DLTLICPGM) command to remove the Lotus Domino Document Manager software from your iSeries system.

  • Page 67: Installing Document Manager On Windows

    Chapter 5 Installing Document Manager on Windows This chapter describes the installation requirements and procedures for installing Lotus Domino Document Manager on a Windows server in these sections: • Installation overview • Hardware and software requirements • Skill requirements • Installing a Document Manager master server •...

  • Page 68: System Requirements For Windows

    • filecab.ntf — Domino.Doc file cabinet template • ddadmin.ntf — Domino.Doc site administration database template (for creating ddadmin.nsf to configure Document Manager libraries on a server) • Creates the Domino.Doc Site Administration database, ddadmin.nsf. • Copies the following documentation files to the specified installation directory: •...

  • Page 69: Skill Requirements For Installing On Windows

    Skill requirements for installing on Windows To install Lotus Domino Document Manager, the installer should be familiar with: • Server and client startup and shutdown procedures. • Domino administrative tasks, such as setting up Domino Directory (Public Name and Address Book) entries. •...
  • Page 70 3. Make sure you have installed the Lotus Domino for Windows software, and have set up a Domino server on your Windows server. 4. Become familiar with startup and shutdown procedures for the Domino server. 5. Locate the notes.ini file on the server and verify that KeyFileName is set to a valid value.
  • Page 71 8. Check your operating system version. If you are not using a supported version of Windows, upgrade now to ensure that Document Manager will function properly. For details on tested and supported versions of Windows, see System requirements for Windows in this chapter. 9.
  • Page 72 9. At the second Choose Destination Location window, confirm or enter the path to the Domino data directory, and click Next. 10. At the third Choose Destination Location window, confirm or enter the path to the directory where you want to install Document Manager, and click Next.

  • Page 73: Installing A Document Manager Replica Server On Windows

    3. Sign the templates and databases. For details, see the chapter on signing templates and databases. Note This step is necessary only if when completing step 6 of the master server pre-installation tasks, you set KeyFileName in the notes.ini file to a server (or other) ID rather than a valid administrator ID. 4.
  • Page 74 • Path to the subdirectory of the Domino data directory where you want to install Document Manager. 3. Verify that you have administrator access to Windows on the server where you will install Document Manager. 4. Make sure you have installed the Lotus Domino Replica for Windows software, and have set up a Domino server on your Windows server.
  • Page 75 10. At the third Choose Destination Location window, confirm or enter the path to the directory where you want to install Document Manager, and click Next. This directory must be either the Notes data directory itself, or a subdirectory below it. 11.

  • Page 76: Upgrading A Document Manager Master Server On Windows

    Upgrading a Document Manager master server on Windows This section contains information and procedures for upgrading a Lotus Domino Document Manager (Domino.Doc) master server on Windows, including: • Pre-upgrade tasks • Upgrade procedure • Post-upgrade tasks Performing master server pre-upgrade tasks for Windows If you have Domino.Doc 3.1 or later installed on a Windows server, you can upgrade to Document Manager 6.5.1.
  • Page 77 4. Restrict server access to the administrator, and prevent users from accessing the server during the upgrade process, by typing the following commands at the server console: set config server_restricted=2 drop all 5. Back up your Binder and Document databases (as a precaution). 6.
  • Page 78 12. Start the Domino server on the upgrade machine. 13. Make sure that the design elements in your Document Manager databases do not have the “Prohibit design replace or refresh to modify” option selected in their design properties. Warning This option must be turned off (unchecked) for all design elements before you continue.

  • Page 79: Upgrading A Document Manager Replica Server On Windows

    3. Make sure that the master server name and the Domino.Doc Site Administrators group exist in the “Run 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).
  • Page 80 Upgrading a replica server with file cabinets only on Windows 1. Perform the pre-upgrade tasks. 2. Upgrade the master server. Note You do not need to run the Document Manager Replica Install Setup from the CD. 3. Enable a replication cycle by typing from the replica server console: load replica 4.
  • Page 81 12. Make sure that design elements set in the design properties of your Document Manager databases do not have the “Prohibit design replace or refresh to modify” option selected. Warning This option must be turned off (unchecked) for all design elements before you continue.

  • Page 82: Removing Document Manager Server Software From Windows

    7. (Optional) If users will be accessing Document Manager libraries from the Web, create a database link to every library database on each replica server. See “Creating the database link” in the chapter that describes setup on all server platforms. Removing Document Manager server software from Windows To remove Lotus Domino Document Manager from a Windows server: 1.

  • Page 83: Setup Procedure For All Platforms

    Chapter 6 Setup Procedure for All Platforms This chapter describes the Document Manager Setup procedure for all server platforms. You can defer this part of the installation to a later date, but you must create at least one Library to have any access to Document Manager. The setup procedure: •...
  • Page 84 To start the library setup, whether new or upgrade, master or replica, perform these steps at the Notes client: 1. Start the Domino server if it is not already running. 2. In Notes, choose File - Tools - Switch ID, and select the Site Administrator’s ID.

  • Page 85: Setting Up A New Master Server

    Setting up a new master server This section describes how to continue the Setup procedure on a new Document Manager master server and create the first library. 1. Complete the common setup procedure. 2. Click Create Library. 3. Enter a unique name for the new library. If you change the library name after navigating to the second page of this procedure, be sure to click Update Group Names on the second page.
  • Page 86 11. Accept or change the Group names. Note You can change the group names associated with this library; however, we recommend using the defaults to avoid name conflicts. You cannot change the super group names. 12. (Optional) If you want file cabinet creators to be able to create file cabinets only on the server where they have opened the Document Manager library, deselect “Allow Notes users to specify a server.”...
  • Page 87 17. Specify the following information. Note Default settings are listed below for reference; however, your particular LDAP server may be configured differently. To ensure that you specify the correct settings, check with your organization’s LDAP administrator. • Set “Object Class for LDAP Groups” according to your type of LDAP server.

  • Page 88: Setting Up A New Replica Server

    21. Shut down the Domino server and restart it. 22. Close the Notes client (choose File - Exit) and then start it again to make Document Manager accessible from the client. Note All current Notes users who want to access Document Manager must also close their Notes client and restart it.

  • Page 89: Loading The Transaction Manager

    9. Close the Notes client (choose File - Exit) and then start it again to make Document Manager accessible from the client. Note All current Notes users who want to access Document Manager must also close their Notes client and restart it. 10.

  • Page 90: Upgrading A Master Server

    Upgrading a master server This section describes how to continue the Setup procedure on an upgrade of a Document Manager (Domino.Doc) master server. Follow this procedure to upgrade Document Manager (Domino.Doc) to the current release: 1. Complete the master server post-upgrade tasks for AIX or Solaris, iSeries, or Windows.

  • Page 91: Upgrading Custom Library And File Cabinet Templates

    Upgrading custom library and file cabinet templates Document Manager automatically backs up domdoc.ntf and filecab.ntf and then replaces the current templates with new ones. If you have templates that are not named domdoc.ntf and filecab.ntf, you must back up and upgrade them manually, since Document Manager does not do this for you.

  • Page 92: Creating The Database Link

    3. In the Copy Database dialog box, do the following: • Select the master server where you want to store the new template database. • In the Title box, enter the same database title as the backup copy (for example, File Cabinet Template for HR). •...
  • Page 93 Note Do not use database links to open library databases from the Notes client. If you do this, any file cabinets that you create will be placed in the Domino data directory, and will be more difficult to keep track of and maintain.
  • Page 94 Theory Domino.Doc v2.5 and above install by default to a ‘domdoc’ subdirectory in the root Notes data directory (designated by ‘/’). Although users generally open libraries by path in that subdirectory, all internal navigation by Document Manager (Domino.Doc) is done by replica ID, interpreted by Domino as residing in the Notes data directory (‘/’).

  • Page 95: Installing The Document Manager Desktop Client And Controls

    Chapter 7 Installing the Document Manager Desktop Client and Controls This chapter explains how to install the Document Manager Desktop Enabler and controls. The Desktop Enabler lets users access Document Manager libraries via the Windows Explorer, provides support for integrated applications such as Microsoft Office and Lotus SmartSuite®, and lets users manage local settings through the Document Manager Desktop Administrator.

  • Page 96: Removing The Document Manager Client Software

    Installing the Desktop Enabler To install the Desktop Enabler, perform the following steps at the user’s workstation: 1. Open the Document Manager library. For example, from a Notes client, choose File - Database Open, specify the name of the Domino server, and select the library database. (The library is located in the subdirectory that you specified for Document Manager, with the name <libraryname>Lib.nsf.) If you are using a Web browser, use the library URL to navigate to the...

  • Page 97: Installing The Document Manager Controls

    Installing the Document Manager controls The Document Manager controls provide faster access to documents for Notes client users. If the majority of your users rely on the Notes client to access Document Manager, you should enable the use of the Document Manager controls during library setup.

  • Page 99: Signing Templates And Databases

    Chapter 8 Signing Templates and Databases If you have not already done so, it is recommended that you review the ReadMe.txt file for updates to the installation and setup procedures before continuing. This file is located at the root of the Document Manager CD. After installing Document Manager, you must sign some of the templates and databases that were installed.

  • Page 100: Signing Site Administration And Documentation Databases

    9. Open the Database list. 10. Click Sign. 11. In the Sign Database dialog box, make sure “All design documents” is selected, and click OK. The amount of time required to sign the template files varies depending on the server setup and connection. Note During the signing process, you may be prompted to accept a certificate for /Lotus or other domains used in the Document Manager development process.
  • Page 101 Note During the signing process, you may be prompted to accept a certificate for /Lotus or other domains used in the Document Manager development process. 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 signing process is complete.

  • Page 103: Troubleshooting Document Manager Server Configuration Problems

    Chapter 9 Troubleshooting Document Manager Server Configuration Problems If a Lotus Domino Document Manager server is not configured correctly, users may run into errors when they try to perform various tasks. For example, when creating a document via the browser client, the user may see a message such as “Form Processed”...

  • Page 104: Checking Server Information In Profile Documents

    5. Open the Ports tab, then open the Notes Network Ports tab. Verify that the Net Address in the TCPIP line is correct, and that it matches the fully qualified Internet host name that you verified in step 4. 6. Open the Internet Protocols tab, then open the HTTP tab. Verify that the “Host name(s)”...

  • Page 105: Checking Template Signatures

    8. In the InfoBox, click the Fields tab, then scroll down to HTTPHostName. Verify that the field value exactly matches the fully qualified Internet host name that you confirmed in step 4 above. Checking template signatures Lotus Domino Document Manager templates must be signed using an appropriate administrator ID (a Notes ID that is a Domino administrator and a member of the Domino.Doc Site Administrators group), and not with a Domino server ID.

  • Page 107: Index

    Index upgrading on Windows, 75, 76, Database links Requirements creating, 88 AIX, 16, 18 Databases desktop client, 6 signing, 96 disk space, 9 Desktop Enabler iSeries, 39 installing, 91 Solaris, 16 removing, 92 Windows, 64, 65 Document Manager client installing, 91 removing, 92 Signing Document Manager controls...

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