IBM AD04BML Installation Guide

IBM AD04BML - Lotus Domino Document Manager Manual

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  • IBM AD04BML | Installation Guide - Page 1
    Lotus® Document Manager Version 6.5.1 Installation Guide G210-1645-00
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    OR IMPLIED. IN ADDITION, THIS INFORMATION IS BASED ON IBM'S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE. IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF States and other countries. Other company, product, or service names may be trademarks or
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    Contents 1 Introduction 1 How to use this guide 1 Organization 2 Related documentation 2 2 Planning Your Document Manager Installation 5 Equipment requirements 5 Server requirements 5 Notes client requirements 5 Document Manager client requirements 6 Planning your servers 6 Planning your
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    Templates and Databases 95 Signing templates 95 Signing site administration and documentation databases 96 9 Troubleshooting Document Manager Server Configuration Problems . . . . . 99 Checking server configuration 99 Checking server information in profile documents 100 Checking template
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    IBM® Lotus® Domino® Document Manager (formerly Domino.Doc®) is the document management solution built for today's world of distributed, network-based computing . Lotus Domino Document Manager 6.5.1 supports these server platforms: • AIX® this guide This guide explains how to install IBM Lotus
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    a smooth upgrade process. Organization This guide provides the information you need to install replica server(s). There are also instructions for removing the Document Manager troubleshoot server configuration problems. Related documentation For information about system requirements, known problems
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    Document Manager and Lotus Workflow Integration Guide You can find additional information as well The Domino for iSeries Web site at www.ibm.com/eserver/iseries/domino/related/domdoc.htm For more information about iSeries, see: • AS/400® National Language Support book (SC41-5101) • AS/400 softcopy
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    Domino Document Manager installation. For detailed information on supported server platforms, Domino releases, and client requirements, . Server requirements Server requirements are described in detail in the section of this guide for each server type. Domino R5 or R6 must be installed on the
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    may all be the same platform type, or they may be a mixed environment of the various supported platforms. Document Manager consists of one or more libraries created on these servers by using the Domino.Doc will run the Setup procedure to create the library. 6 Document Manager Installation Guide
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    field on the HTTP tab. For more information, see the Domino Administrator's Guide. • The names you will use for the user Groups: Library Administrators, allowed to update the Public Address Book. • Whether to enable IBM Lotus Instant Messaging and Web Conferencing (Sametime®) integration so users can
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    • 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
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    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 across several Notes databases, and also supports Notes directory links. Chapter 2: Planning Your Document Manager Installation 9
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    on Windows, AIX, and Solaris platforms. For iSeries, the Domino.Doc Site Administrators group must be created manually before the first library is created. You must have at least one Site Administrator, and can have as you may want to keep the number of Library 10 Document Manager Installation Guide
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    create file cabinets. File cabinets can be created only from Notes, not from a Web browser. For more information, see the Document Manager Administrator's Guide. Planning for your users There are three types of users in the Document Manager environment: • Notes client users • HTTP users • ODMA users
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    servers; therefore, if you plan to use server-to-server replication, be sure to replicate the Library and all file cabinets. 12 Document Manager Installation Guide
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    roll it out to users in a strategic way. Updates to the Desktop Enabler software may occasionally be posted on the Lotus Support Services Web site (support.lotus.com). Be sure to check compatibility requirements, because some releases of the client may require a particular server release. Mail and
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    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 • Skill
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    Guide • Adds Document Manager configuration information to the notes.ini file. System requirements for AIX or Solaris Before you install Lotus Domino Document Manager, install the supported hardware and software: • An IBM RISC System/6000® with a PowerPC® processor running IBM AIX version 5.1 or 5.2
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    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 Supported networks and protocols • TCP/IP Chapter 3: Installing Document Manager on AIX or Solaris 17
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    . Installing a Document Manager master server on AIX or Solaris The instructions in this section assume that you have already completed these tasks: Lotus Domino Document Manager (Domino.Doc), follow the instructions for Performing master server pre-upgrade tasks for AIX or Solaris.
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    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 • Path to the subdirectory of the
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    that this version of Document Manager supports. 11. Install the master server. Installing a master server on AIX or Solaris We strongly recommend that you print these instructions to use as a checklist while or using the "su" command: $ su $ password: password 20 Document Manager Installation Guide
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    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
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    procedure for all platforms." Installing a Document Manager replica server on AIX or Solaris The instructions in this section assume that you have already completed these tasks: • Set up the required Document Manager installation. • Installed the master server. 22 Document Manager Installation Guide
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    to ensure a smooth installation. Note If you are upgrading from a previous version of Lotus Domino Document Manager (Domino.Doc), follow the instructions for Performing replica server pre-upgrade tasks for AIX or Solaris. 1. Verify that you have installed a Document Manager master server, and have
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    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. 1. Perform the pre-installation tasks. Make sure to select Replica and then press ENTER. 24 Document Manager Installation Guide
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    • 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
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    changed after installation, the upgrade process may appear to have completed correctly, but you may experience problems when working with the new version. 2. Make sure that the templates listed below are in .ntf Domino.Doc File Cabinet Template, filecab.ntf 26 Document Manager Installation Guide
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    databases (as a precaution). 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 installation. 1. Perform the pre-upgrade tasks. Make sure you are
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    accept or change the name shown), and then press ENTER. Note It can take several minutes for the installation to complete. 28 Document Manager Installation Guide
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    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"
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    release, perform the following steps: 1. Shut down all replica servers. 2. If you have not already done so, upgrade the master server. 30 Document Manager Installation Guide
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    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. Perform the pre-upgrade tasks.
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    the design properties of your Document Manager databases do not have the "Prohibit design replace or refresh to modify" option selected. 32 Document Manager Installation Guide
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    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.
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    ddmddpg.nsf, ddmdwf.nsf 6. Delete all library, binder, and document databases, and any other supporting databases from the Document Manager installation directory. 7. Do one of the following: • For AIX /C subdirectory of the Domino server installation directory. 34 Document Manager Installation Guide
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    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
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    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 •
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    , this book • ddmadmgd.nsf - Document Manager Administrator's Guide • ddmusrgd.nsf - Document Manager User's Guide • ddmddpg.nsf - Document Manager Programmer's Guide • ddmddwf.nsf - Document Manager and Lotus Workflow Integration Guide Using ADDDOMDOC When you run the ADDDOMDOC command, the process
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    . For more information about determining the appropriate iSeries model, memory, and disk space, see the Domino for iSeries Web site at http://www.ibm.com/eserver/iseries/domino and select the shortcut for Lotus Domino Document Manager (Domino.Doc). Skill requirements for installing on iSeries The
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    Lotus Domino Document Manager or use the Change User Profile (CHGUSRPRF) command to add the required authorities to your user profile. 40 Document Manager Installation Guide
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    version of Lotus Domino Document Manager (Domino.Doc), follow the instructions for Performing master server pre-upgrade tasks for iSeries. 1. Check 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
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    for each library • Document Manager Group names to be associated with the new library you are creating • Library Administrator user names 42 Document Manager Installation Guide
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    • 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
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    effect on system users. If you prefer, you can run the ADDDOMDOC command in a batch job by using the Submit Job (SBMJOB) command. 1. Add a secondary language library to your library list if the primary language language library QSYS2924 to your library list. 44 Document Manager Installation Guide
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    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
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    Document Manager replica server on iSeries The instructions in this section assume that you have Document Manager (Domino.Doc), follow the instructions for Performing replica server pre-upgrade tasks ibm.com/servers/eserver/iseries/domino and select Document Manager. 46 Document Manager
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    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
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    If you are upgrading from a previous version of Lotus Domino Document Manager (Domino.Doc), follow the instructions for Upgrading a replica server on iSeries. Using LODRUN Use the iSeries Load and Run (LODRUN) Document Manager CD into the iSeries CD-ROM drive. 48 Document Manager Installation Guide
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    system users. If you prefer, you can run the ADDDOMDOC command in a batch job by using the Submit Job (SBMJOB) command. 1. Add a secondary language library to your library list if , see the iSeries National Language Support book (SC41-5101). Chapter 4: Installing Document Manager on iSeries 400 49
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    the Document Manager templates has rights to run unrestricted methods and operations on the specified server, either directly or through a group. 50 Document Manager Installation Guide
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    Manager (Domino.Doc) directory was changed after installation, the upgrade process may appear to have completed correctly, but you may experience problems when working with the new version. 2. Make sure that the templates listed below are in the Notes data directory: Domino.Doc Configuration
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    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, and for taking notes on your installation. The upgrade process the ability to add and modify groups. 52 Document Manager Installation Guide
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    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
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    you prefer, you can run the ADDDOMDOC command in a batch job by using the Submit Job (SBMJOB) command. 1. If the primary language of the system 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 Guide
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    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. Copy any customizations from your backed up
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    file cabinets only. Upgrading a replica server with only file cabinets on iSeries 1. Perform the pre-upgrade tasks. 2. Upgrade the master server. 56 Document Manager Installation Guide
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    the post-upgrade tasks. Upgrading a replica server with file cabinets and/or libraries 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 upgrade process on the iSeries consists of two parts
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    effect on system users. If you prefer, you can run the ADDDOMDOC command in a batch job by using the Submit Job (SBMJOB) command. 1. Add a secondary language library to your library list if the primary language language library QSYS2924 to your library list. 58 Document Manager Installation Guide
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    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
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    database on each replica server. For details, see "Creating the database link" in the chapter on setup procedure for all platforms. 60 Document Manager Installation Guide
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    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
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    Manager software was installed; specifically: • The QDOMDOC library • The directories: /QIBM/ProdData/Lotus/Domino.Doc/MRIxx /QIBM/ProdData/Lotus/Domino.Doc/ 62 Document Manager Installation Guide
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    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
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    Guide • Adds Document Manager configuration information to the notes.ini file. System requirements for Windows Before you install Lotus Domino Document Manager, install the supported hardware and software: • Windows NT 4.0 on Intel (with Service Pack 6a or higher), 2000 Advanced Server, or 2003
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    below to ensure a smooth installation. Note If you are upgrading from a previous version of Lotus Domino Document Manager (Domino.Doc), follow the instructions for Perfoming master server pre-upgrade tasks for Windows. 1. Gather and have on hand information that you will need to provide during setup
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    Group names to be associated with the new library you are creating • Library Administrator user names • File Cabinet Creator user names 66 Document Manager Installation Guide
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    long as you are running a version of R5 that this version of Document Manager supports. 10. Install the master server. Installing a master server on Windows We strongly recommend that you print these instructions to use as a checklist while installing, and for taking notes on your installation. Note
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    library. 14. Perform the post-installation tasks, and install any replica servers. Correcting a registry problem detected by the Install program The Document Manager Install program uses the server's Windows registry to server. 2. Remove the CD from the drive. 68 Document Manager Installation Guide
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    to perform the setup procedure. For details, see "Setup procedure for all platforms." Installing a Document Manager replica server on Windows The instructions in this section assume that you have already completed these tasks: • Set up the required equipment listed in Planning your Document Manager
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    Install the replica server. Installing a replica server on Windows We strongly recommend that you print these instructions to use as a checklist while installing, and for taking notes on your installation. Note If to the Domino data directory, and click Next. 70 Document Manager Installation Guide
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    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. At the Select Components window, select Replica,
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    after installation, the upgrade process may appear to have completed correctly, but you may experience problems when working with the new version. 2. Make sure that the templates listed below are in templates directory on the Document Manager installation CD. 72 Document Manager Installation Guide
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    master server on Windows To upgrade a Document Manager (Domino.Doc) master server, perform the steps below. We strongly recommend that you print these instructions to use as a checklist while installing, and for taking notes on your installation. 1. Perform the pre-upgrade tasks. 2. If you are using
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    server post-upgrade tasks on Windows 1. Complete the tasks needed to upgrade the master server. 2. Remove the CD from the drive. 74 Document Manager Installation Guide
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    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). 4. If you are using
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    prompted to do so. 10. Click Finish when the procedure has completed. 11. Start the Domino server on the upgrade machine. 76 Document Manager Installation Guide
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    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. 13. Perform a design
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    ServerTasks list. • Remove these lines: DDMTransDB=/ddmtrans.nsf DDMTransPollingInterval=60 DDMTransRetryInterval=60 DDMTransRetryFailCount=24 DDMTransSendMail=NO DominoDisableFileUploadChecks=1 78 Document Manager Installation Guide
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    before proceeding. For more detailed explanations of the terms and concepts used in setting up Document Manager, see the Document Manager Administrator's Guide (ddmadmgd.nsf). Note The setup, or upgrade, procedure is run from the Site Administration database. This database must be accessed from the
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    . Select the procedure that applies to your configuration: • Setting up a new master server • Setting up a new replica server • Upgrading a master server 80 Document Manager Installation Guide
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    any client-side components to be installed. For more information, see "About the Binder Table of Contents" in the Document Manager Administrator's Guide. 5. Accept the default Library Design Template (domdoc.ntf) or specify a different template name if you have a customized template that you need to
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    access to the PNAB will have to add the Domino.Doc groups to the Public Name and Address Book manually before you begin working with Document Manager. You will receive an e-mail detailing the required changes. Note for a library by editing its System Profile. 82 Document Manager Installation Guide
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    iPlanet, enter uniquemember. For SecureWay, enter uniquemember. Note Document Manager supports the use of static groups only, where the members are listed see "Configuring a Domain Search server" in the Document Manager Administrator's Guide. 19. Click Finish. Note It may take a couple of minutes
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    Site Administrators group, and the Domino.Doc File Cabinet Creators group to it. 8. Shut down the Domino server and restart it. 84 Document Manager Installation Guide
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    client and restart it. 10. Create replicas of selected libraries and/or file cabinets. For more information, see the Document Manager Administrator's Guide. 11. (Optional) If users will be accessing Document Manager libraries from the Web, create database links to the new library replicas. Loading
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    status report. 5. If a database was not successfully upgraded, do the following to manually upgrade it: Open the database and click Copy Upgrade Profile to upgrade the configuration information see "Rebuilding folders" in the Document Manager Administrator's Guide. 86 Document Manager Installation
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    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. Warning You must upgrade such templates before opening ddadmin.nsf and completing the upgrade. If you
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    Copying the customizations to the new template After you create each new template database, copy or manually add any customizations from the backed up copy of the old custom template (found with a . For more information, see the Document Manager Administrator's Guide. 88 Document Manager Installation
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    /domdoc/LibraryName.nsf. Repeat this procedure for every library on every master and replica server in your Document Manager site. Note If you have problems accessing a database link after it has been created, verify that the database can be opened without using the link; verify that the link points
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    being opened by replica id (making them a '/' resource), users pass through multiple http resources, and are thus prompted multiple times for a password. These problems are addressed by instructing users to use the shortcuts created from the procedure given above. 90 Document Manager Installation
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    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
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    then click Open. 4. When the InstallShield Welcome screen displays, click Next to run Setup and install the Desktop Enabler software. The Setup Wizard guides you through the installation. 5. Select the type of install you want, accept or change the default drive and directory for the Desktop Enabler
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    Manager banner and InstallShield dialog box appear briefly. When the hourglass pointer reverts to an arrow, the installation is complete. Manual Installation procedure for administrators To install the controls, perform the following steps at the user's workstation. 1. Open the Document Manager
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    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
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    , and click OK. The amount of time required to sign the database files varies depending on the server setup and connection. 96 Document Manager Installation Guide
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    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
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    Chapter 9 Troubleshooting Document Manager Server Configuration Problems If a Lotus Domino Document Manager server error condition such as "The Domino.Doc Configuration database could not be opened." Such problems can occur if the Document Manager server cannot identify itself on the network. In some
  • IBM AD04BML | Installation Guide - Page 104
    ID that is a Domino administrator), open the master copy of the library where the problem occurs. 2. In the Action bar, click Library Administration, then click System Profile. the replica server where the problem occurs, then from the Edit menu, choose Properties. 100 Document Manager Installation
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    instructions, see the "Signing templates and databases" chapter. 5. After you finish re-signing any templates, type the following command at the Domino server console to refresh the design of the databases: load design Chapter 9: Troubleshooting Document Manager Server Configuration Problems
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    , 26, 27, 29 upgrading on iSeries, 51, 52, 55 upgrading on Windows, 72, 73, 74 T Templates signing, 95 Transaction manager enabling, 85 Troubleshooting server, 99, 100 templates, 101 R Removing Document Manager from AIX or Solaris, 34 from iSeries, 61 from Windows, 78 Removing Document Manager
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Lotus
®
Document Manager
Installation Guide
Version
6.5.1
G210-1645-00