server installation manual, version 2014 r2 for ibm...

132
M ANUAL SERVER INSTALLATION MANUAL VERSION 2014 R2 FOR IBM WEBSPHERE

Upload: others

Post on 07-Jul-2020

5 views

Category:

Documents


0 download

TRANSCRIPT

  • MANUAL SERVER INSTALLATION MANUAL VERSION 2014 R2 FOR IBM WEBSPHERE

  • Imprint Copyright © TTS Knowledge Products GmbH. All rights reserved. Server Installation Manual, Version 2014 R2 for IBM Websphere 16. September 2014

  • Table of Contents

    I

    Table of Contents

    1 GENERAL INFORMATION ................................................................................. 1

    1.1 Document history ...................................................................................................... 1

    1.2 Introduction ............................................................................................................... 1

    1.2.1 Objective ......................................................................................................... 1 1.2.2 Target audience ............................................................................................... 2 1.2.3 Prerequisites ................................................................................................... 2 1.2.4 Contact ............................................................................................................ 2 1.2.5 Structure .......................................................................................................... 2 1.2.6 Conventions .................................................................................................... 3 1.2.7 Your feedback is highly welcome ..................................................................... 4

    1.3 Application description .............................................................................................. 4

    1.4 System overview and deployment scenarios ............................................................ 4

    2 SYSTEM REQUIREMENTS ................................................................................ 6

    2.1 Hardware and Software requirements ....................................................................... 6

    3 PREPARATIONS .............................................................................................. 7

    3.1 License ..................................................................................................................... 7

    3.2 Database .................................................................................................................. 7

    3.2.1 JDBC driver ..................................................................................................... 7 3.2.2 Microsoft SQL Server 2005 and 2008 .............................................................. 8 3.2.3 Oracle 9i, 10g and 11g .................................................................................... 8

    3.3 File system ............................................................................................................... 9

    3.4 Application server ..................................................................................................... 9

    3.5 Solr installation ....................................................................................................... 10

    4 INSTALLATION STEP-BY-STEP ........................................................................ 11

    4.1 Checklist ................................................................................................................. 11

    4.2 Installation environment .......................................................................................... 11

    4.2.1 Setup installation environment ....................................................................... 12 4.2.2 Configure TTS Server with application-config.properties ............................... 12

    4.3 Data source ............................................................................................................ 16

    4.3.1 Creating a data source with the IBM WebSphere 7.0 Console ....................... 16

    4.4 Application server settings ...................................................................................... 33

    4.4.1 JVM-settings .................................................................................................. 33 4.4.2 URL-encoding................................................................................................ 33

    4.5 Deployment ............................................................................................................ 33

    4.5.1 Deployment ................................................................................................... 34 4.5.2 Classloader hierarchy .................................................................................... 40 4.5.3 Assigning the reference to the application-config.properties file ..................... 45 4.5.4 Setting the prefix and suffix of Session Id ...................................................... 47

    4.6 Deployment of the Solr core ................................................................................... 48

    4.7 Post installation steps ............................................................................................. 48

  • Table of Contents

    II

    4.7.1 Initialization of the database schema ............................................................. 48 4.7.2 First login as administrator ............................................................................. 50 4.7.3 Next steps ..................................................................................................... 53

    4.8 Securing Solr .......................................................................................................... 54

    4.8.1 Securing Solr via Basic Authentication .......................................................... 54 4.8.2 Configure users and groups........................................................................... 55 4.8.3 Activate application security ........................................................................... 59 4.8.4 Test security .................................................................................................. 64

    4.9 Troubleshooting ...................................................................................................... 65

    4.9.1 The server does not start up .......................................................................... 66 4.9.2 Database is unavailable ................................................................................. 66 4.9.3 Login fails ...................................................................................................... 67

    4.10 Websphere-specific LDAP settings ......................................................................... 67

    4.11 Solr installation example (single Solr instance) ....................................................... 67

    4.11.1 Configure Solr home ...................................................................................... 68 4.11.2 Deploy Solr .................................................................................................... 72 4.11.3 Testing Solr ................................................................................................... 77

    5 MIGRATING FROM PREVIOUS VERSIONS ......................................................... 79

    5.1 General remarks ..................................................................................................... 79

    5.2 Updating from version 7.1 to 2012 .......................................................................... 79

    5.3 Updating from version 2012 to 2012 R2 .................................................................. 79

    5.4 Updating from version 2012 R2 to 2013 .................................................................. 80

    5.5 Updating from version 2013 to 2013 R2 .................................................................. 82

    5.6 Updating from version 2013 R2 to 2014 .................................................................. 83

    5.6.1 Solr Search Engine ........................................................................................ 83 5.6.2 New mandatory application properties ........................................................... 83 5.6.3 New optional application properties ............................................................... 84

    5.7 Updating from version 2014 to 2014 R2 .................................................................. 87

    5.7.1 Scheduler Service on Websphere .................................................................. 87

    6 APPENDIX .................................................................................................... 89

    6.1 Properties service ................................................................................................... 89

    6.2 Data service ............................................................................................................ 94

    6.2.1 JNDI data source ........................................................................................... 94

    6.3 Store service ........................................................................................................... 96

    6.4 User service for authentication and authorization ................................................... 97

    6.4.1 Login modules ............................................................................................... 97 6.4.2 LDAP authentication ...................................................................................... 98 6.4.3 Single-Sign-On (SSO) ................................................................................. 103

    6.5 Logging service .................................................................................................... 109

    6.6 Version control and Workflow service ................................................................... 111

    6.6.1 Version control ............................................................................................. 111 6.6.2 Workflow service ......................................................................................... 112

    6.7 Cache service ....................................................................................................... 113

  • Table of Contents

    III

    6.8 Repository service ................................................................................................ 115

    6.9 Notification service ................................................................................................ 115

    6.10 Language service ................................................................................................. 117

    6.11 Template service .................................................................................................. 118

    6.12 Scheduler service ................................................................................................. 119

    6.13 Configuration service ............................................................................................ 120

    6.14 Feature service ..................................................................................................... 121

    6.15 Miscellaneous parameters .................................................................................... 121

    6.16 Search service ...................................................................................................... 122

    6.16.1 Solr Search Service ..................................................................................... 122 6.16.2 Searching parameter ................................................................................... 123 6.16.3 Highlighting parameter ................................................................................. 124

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    1

    1 General Information

    1.1 Document history

    Date Author Version Changes

    02.07.2009 Maurice Gottschalk 0.1 Created

    17.08.2009 Maurice Gottschalk 0.2 Ready for quality assurance

    22.10.2009 Ulfert Köppen 0.3 Text QA

    22.02.2010 Maurice Gottschalk 0.4 Optimizing the guide

    28.05.2010 André Wolf 0.5 Technical QA

    03.06.2010 Ulfert Köppen 1.0 Final proofreading

    13.05.2011 Maurice Gottschalk 1.1 Updated guide to version 7.0

    18.05.2011 Maurice Gottschalk 1.2 Ready for quality assurance

    31.5.2011 Ulfert Köppen 2.0 Proofreading and QA done

    09.09.2011 Maurice Gottschalk 2.1 Updated guide to version 7.1

    13.02.2012 Maurice Gottschalk 2.2 Restructured and updated the guide for TTKF 2012

    20.02.2012 Maurice Gottschalk 2.3 Ready for quality assurance

    04.04.2012 Ulfert Köppen 3.0 Proofreading & QA done

    06.09.2012 Maurice Gottschalk 3.1 Updated guide to version 2012 R2

    07.09.2012 Maurice Gottschalk 3.2 Ready for quality assurance

    10.09.2012 Ulfert Köppen 3.3 QA done

    22.02.2013 Maurice Gottschalk 4.0

    02.04.2013 Ulfert Köppen 4.1 QA done

    02.11.2013 Ulfert Köppen 5.0 Updated to version 2013 R2

    06.06.2014 Maurice Gottschalk 5.1 Updated guide to version 2014

    1.2 Introduction

    1.2.1 Objective

    This document describes the requirements of the TTS Server components, named Work-

    bench and Web Publisher, and their installation process.

    The goal of this document is to provide an understanding of the server configuration and to

    guarantee its successful installation.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    2

    1.2.2 Target audience

    System administrators, developers and all interested parties

    1.2.3 Prerequisites

    It is expected that system administrators, developers and who else may be interested have

    profound knowledge of

    › Windows and/or Unix-based operating systems

    › Administration and handling of database management systems (Microsoft SQL Server / Oracle)

    › Administration and handling of application servers (Oracle Weblogic, IBM Websphere, Apache Tomcat)

    › deployment of web applications (WAR,EAR, external web application)

    › SQL

    › HTML

    › XML

    Please read this installation guide completely and carefully!

    1.2.4 Contact

    › TTS Support

    Phone: +49 (0) 2 21 / 17 09 30 -110

    Fax: +49 (0) 2 21 / 17 09 30 - 170

    [email protected]

    › Application consultant

    Application consultants, very skilled and experienced in TTS Server, guide you through the installation process and provide professional solutions matching your requirements. If no application consultant has been assigned yet, please contact your key account manager.

    1.2.5 Structure

    The first chapter sheds light on the functionalities and technologies used in TTS Server com-

    ponents. The pictures is completed by presenting the System overview and deployments

    scenarios.

    The next section points to the System requirements concerning hardware and software.

    They should be checked thoroughly and carefully.

    The Preparations chapter contains information on the prerequisites to get the TTS Server

    running.

    The Installation chapter guides you step-by-step through the deployment of the TTS Server

    components, including all necessary actions like creating database connections or defining

    server configuration. Post installation steps deals with initial administration tasks. This

    mailto:[email protected]

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    3

    chapter closes with a Troubleshooting section, which provides solutions for common prob-

    lems.

    Due to the fact that the TTS Server is a highly complex application, many configuration op-

    tions are provided. All sorts of settings are explained in detail in the Appendix. Each proper-

    ty or parameter of the application's services is listed with its name, a description, and the

    possible values.

    1.2.6 Conventions

    1.2.6.1 Symbols

    To highlight important information on the one hand, and "nice to know" details on the other,

    the following icons are used:

    Attention

    Hint or note

    Tip

    Path

    1.2.6.2 Abbreviations

    TTPS - TT Performance Suite

    TTKF - TT Knowledge Force

    TTG - TT Guide

    DB - Database

    EAR - Enterprise Application Archive

    JNDI - Java Naming and Directory Interface

    LDAP - Lightweight Directory Access Protocol

    SOLR - Solr Search Engine

    SSO - Single-Sign-On

    WAR - Web Archive

    1.2.6.3 Variables

    Variables are marked with leading $:

    $TTPS_HOME - installation directory of TTS Server

    $SOLR_HOME - directory of the search index created by Solr and the Solr configuration

    $TOMCAT_HOME - installation directory of Apache Tomcat

    $WEBSPHERE_HOME - installation directory of IBM WebSphere

    $WEBLOGIC_HOME - installation directory of Oracle Weblogic

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    4

    1.2.7 Your feedback is highly welcome

    TTS welcomes your feedback concerning the quality and usefulness of this manual. Your

    comments and suggestions will be considered as valuable input for future revisions of this

    manual.

    › You found an error? Please let us know where.

    › A topic is not described clearly enough? Please let us know which one.

    › You request more information? On which topic?

    › The examples do not work for you? Please let us know so we can provide additional examples.

    Please feel free to send us your feedback: [email protected]. We appreciate your help!

    1.3 Application description

    The TTS Server consists of two components: the Workbench and the Web Publisher. Rep-

    resenting a production and delivery platform, the Workbench provides author functionalities,

    whereas the Web Publisher makes the contents accessible to the end users.

    The server components have been developed in a platform-independent way, using technol-

    ogies like Java, Eclipse, HTML, JavaScript, CSS, XML, and XSLT (to create platform-

    independent document types like RTF or PDF). There are only few components that are plat-

    form-dependent, like the 'recorder' software or the 'QuickAccess for Desktop Applications'

    online-help-system - due to the technology used in them.

    The TTS Server is based on the following technologies:

    › Java SE 6

    › Java EE 1.5

    › Servlets 2.5 / JSP 2.1

    › JavaScript

    As a result of the server component's architecture, it takes but little effort to integrate the TTS

    Server in existing environments, depending on the infrastructure.

    Furthermore, there is no need to install ActiveX controls.

    1.4 System overview and deployment scenarios

    This chapter offers a short outline of the TTS Server system environment in two different de-

    ployment scenarios.

    The first scenario (figure 1.1), which is the minimum way in practice, involves one application

    server hosting both Workbench and Web Publisher, along with the Solr web application. The

    backend provides a database, file system (as repository), and an optional LDAP directory for

    authentication and authorization purposes. End users access the application via HTTP(S).

    For performance and security reasons, we strongly recommend a deployment scenario using

    a reverse proxy.

    mailto:[email protected]

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    5

    Figure 1.1

    The second scenario (figure 1.2) differs from the first one by being more scalable and dy-

    namic, thanks to using three application servers plus a load balancer that distributes all re-

    quests among the reverse proxies. One application server hosts the Workbench and one

    (Preview-) Web Publisher. The other server(s) run(s) the main Web Publisher. The third one

    provides with Solr web application the search engine.

    Figure 1.2

    Both scenarios, minimum and recommended, are field-tested concepts. The usage depends

    on the customer's requirements. Nevertheless, we recommend the deployment including a

    reverse proxy in any case. Moreover, if there is a huge number of end users expected, an

    installation in a clustered environment is advised, since this scenario offers more flexibility,

    better scalability, and higher performance.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    6

    2 System requirements

    2.1 Hardware and Software requirements

    For the current hardware and software requirements of TTS server, please refer to the

    System requirements located in the TTS Community:

    http://tts.invisionzone.com/index.php?/files/category/17-system-requirements/

    http://tts.invisionzone.com/index.php?/files/category/10-manuals/

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    7

    3 Preparations

    3.1 License

    Before you start the installation process, a valid license for the TTS Server is required.

    Please request the license file via your professional service consultant or TTS Support

    ([email protected]). Please provide the MAC addresses as well as the IP addresses of the

    servers on which the components are going to be installed.

    Both components, TTS Server Workbench and Web Publisher, need their own

    license file. If you plan to install the applications on separate machines, the MAC

    and IP address of each server has to be provided.

    3.2 Database

    To store data persistently, the TTS Server components require a relational database. There-

    fore, a new database must be created in your database management system (DBMS).

    A database user is needed to access the database. The user must be granted some permis-

    sions for the database, which will be explained later, as well as permissions for Microsoft

    SQL Server and for Oracle.

    With regard to the server configuration, the following pieces of information are required:

    › Host name or IP address of the database server

    › TCP port of the database service

    › Name of the database

    › Names and passwords of the database users

    UTF-8 should be used as character set to store data in the database. If the data-

    base is used primarily for languages with a Unicode range higher than U+0800

    (see www.unicode.org/charts for more information), a UTF-16 character set should

    be used.

    3.2.1 JDBC driver

    Currently, the following JDBC drivers, as provided by the database vendors, are supported:

    › Microsoft SQL Server JDBC Driver: sqljdbc.jar (version 3.0)

    › Oracle JDBC Driver: ojdbc14.jar (version 10.1.0.5 or 10.2.0.4)

    Especially for Oracle, we recommend using a driver that matches the database version, but

    at least the supported versions described above.

    If the server is deployed to Oracle WebLogic or IBM WebSphere, the embedded JDBC driv-

    ers provided by these application servers should be used. These drivers usually feature ex-

    cellent integration into the configuration and monitoring components of the application server.

    mailto:[email protected]://www.unicode.org/charts

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    8

    The JDBC drivers for Microsoft SQL Server and Oracle are not distributed with

    TTS Server. You can download an adequate driver from the Microsoft or Oracle

    websites.

    3.2.2 Microsoft SQL Server 2005 and 2008

    The database user must have the permission to connect to the newly created database. This

    is usually done during user creation by setting the standard database. If not, access to the

    database has to be granted separately via the user properties.

    The database user should be granted dbo rights, since he needs to create, alter and

    delete tables, procedures, functions, indices and so on.

    Be aware that the port of the database might be set dynamically for a named instance.

    It may therefore deviate from the default value 1433.

    3.2.3 Oracle 9i, 10g and 11g

    In Oracle, a tablespace must be created at first. The related data file should have a size of at

    least 50 MB. To automatically assign more disk space, the "AUTOEXTEND" option must be

    activated. Otherwise, the database cannot store additional data once the space limit is

    reached.

    The database user must be granted the following permissions:

    › SYSTEM PERMISSION: ROLE: CONNECT

    › SYSTEM PERMISSION: CREATE SESSION

    › SYSTEM PERMISSION: CREATE TABLE

    › SYSTEM PERMISSION: CREATE SEQUENCE

    › SYSTEM PERMISSION: CREATE PROCEDURE

    Furthermore, you need to grant the database user unlimited quota to the created tablespace.

    On request, TTS Support can provide you with SQL scripts that can be used to gener-

    ate the required tablespace and user and to set the specific rights for the user.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    9

    3.3 File system

    The following directories are required for the TTS server components. One for the repository

    to save the document and guide contents. The other one is used as a data store for runtime

    files. The user of the application server needs complete access to those directories, to read,

    write, execute, and delete files.

    Sample file system structure

    $TTPS_HOME/repository/repository_1

    $TTPS_HOME/repository/repository_2

    $TTPS_HOME/repository/repository_n

    $TTPS_HOME/repository/guide

    $TTPS_HOME/store

    Please refer to the hardware requirements section for information on the hard disk

    space that is required for both the repository and the data store.

    Please make sure the created directories are accessible to all installed instances

    of the TTS server. This also holds true if the instances are running on different

    machines.

    3.4 Application server

    The application server must be a Java application server supporting JavaServlet 2.5, Ja-

    vaServer Pages 2.1, and Java EE 5. All the servers with their supported versions mentioned

    in the system requirements, namely Apache Tomcat, IBM WebSphere, and Oracle Web-

    Logic, meet these requirements.

    In this guide, we assume that the application server on which the TTS Server will be running

    has already been installed. For manuals and installation guides of the application server,

    please visit the websites mentioned in the software requirements section.

    For performance reasons, it is recommended to install the TTS Server Workbench and

    two TTS Server Web Publishers (one for preview purposes) on separate server in-

    stances. Please refer to the System overview and deployment scenarios chapter for

    the recommended deployment scenario.

    Only the Web Publisher can be operated in a clustered environment. The Work-

    bench is not designed to work on more than one cluster node. Therefore, it must

    only be deployed to a single cluster node.

    In a scenario with one Workbench and several Web Publishers, an internal distributed

    cache keeps data consistent and up-to-date between the different server components.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    10

    3.5 Solr installation

    The TTS Server infrastructure uses Apache SolrTM for indexing and searching.

    Apache SolrTM is a web application available from the Apache Software Foundation. Please

    install Solr according to their installation instructions.

    Please use a Solr version that matches your Java JRE version. The Solr versions 4.8.0

    and higher require Java 7.

    The TTS Server Components require the Solr version 4.7.1 or higher.

    You can install Solr

    › either in the same servlet container as the TTS Server Components,

    › or in a separate servlet container, possibly on a different machine.

    Please use a dedicated Solr instance for the TTS Server infrastructure.

    During installation, be sure to define an appropriate location for the index. If not speci-

    fied, Solr will place the index in a default location, which might be situated inside your

    application server webapps space. This is not recommended. Instead, select a location

    of your choice and define it as the solr home directory.

    You will need the following properties for the TTS Server Components installation:

    › The Solr home location, e.g. C:\solr

    › Solr's URL and Port, e.g. http://127.0.0.1:8983/solr

    http://127.0.0.1:8983/solr

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    11

    4 Installation step-by-step

    4.1 Checklist

    Before you start deploying TTS Server, please make sure that the following requirements are

    met:

    › The installation files are available.

    › The licenses for the components are available.

    › Database and Database user(s) have been created.

    › All required paths on file system are available.

    › Details of distributed caching (Multicast-IP-address and port and so on).

    › The application server is installed properly.

    › The Solr search engine is installed, and a solr home directory is configured.

    Currently, many customers use Apache Tomcat to run the TTS server. This application serv-

    er is open source, free to use, and sufficient for most customers' demands.

    If the TTS server is used enterprise-wide, possibly worldwide, for a large number of authors

    and end users, an alternative application server - which is more suited for an enterprise set-

    ting - should be considered. Therefore, IBM WebSphere or Oracle Weblogic are supported

    as well. These are commercial, offer high performance, stability, scalability (via clustering),

    better maintenance, and convenient monitoring.

    Before you start TTS Server for the first time, you are strongly advised to read

    the Post installation steps chapter.

    4.2 Installation environment

    You need to configure the TTS Server components before you can deploy and start the ap-

    plication successfully. The basic configuration comprises server properties, database con-

    nection, andfile system paths. Once these settings have been provided, the server can be

    run in default mode.

    Additional settings may be necessary for services and features like user authentication and

    authorization, caching, or workflow and versioning. They are explained in detail in the ap-

    pendix.

    The actual configuration is carried out via a file named application-config.properties. Please

    note that the application has fall-back-mechanism to load configuration parameters by scan-

    ning several external locations before using the system's default value:

    1. Properties file with default name application-config.properties

    2. Context parameters

    3. JVM arguments

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    12

    4.2.1 Setup installation environment

    As best practice, we recommend setting up a simple installation environment to keep things

    clear. Therefore, just create the following folder structure:

    $TTPS_HOME/apps

    $TTPS_HOME/logs

    $TTPS_HOME/repository

    $TTPS_HOME/repository/guide

    $TTPS_HOME/store

    $TTPS_HOME/temp

    The apps folder is there to store the single .WAR files of the Workbench and the Web Pub-

    lisher. Depending on the application server and its deployment behavior, the structure within

    apps may differ.

    The logs directory may contain generated log files, if you configure it that way. Especially if

    the application server does not unpack the .WAR files during deployment, we will need to

    configure the application to write logs in that folder.

    The application's file repository will be setup within repository; runtime files are located in

    store.

    For temporary installation purposes, files may be stored in temp.

    Of course you may place these folders wherever you like, but please consider at least keep-

    ing the document content within repository, separate from runtime files in store.

    At last, we place the server license file and the application-config.properties directly in

    $TTPS_HOME.

    4.2.2 Configure TTS Server with application-config.properties

    4.2.2.1 What is application-config.properties?

    The application-config.properties file is actually a simple text file with a .properties extension,

    serving - among other things - especially as a configuration mechanism for Java applications.

    Within this file, you can define application parameters using key-value-pairs separated by a

    '='.

    Defining parameters is subject to simple rules:

    › The file must have a .properties extension

    › Parameter and value are separated with an '=' on a single line

    › Parameter and value are valid

    › Parameters for TTS Server Workbench match the following syntax: ttkf.server.. or

    ttkf.integrator..

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    13

    › Parameters for TTS Server Web Publisher match the following syntax: ttkf.server.. or

    ttkf.accelerator..

    › File paths must be separated with a slash “/” instead of backslash “\”

    The following example shows a snippet of an application-config.properties file:

    # workbench database configuration

    ttkf.server.data.hibernate.dialect = de.tts.bd.business.data.UnicodeOracle10gDialect

    ttkf.server.data.hibernate.default_schema = TTS

    # publisher database configuration

    ttkf.accelerator.data.portal.hibernate.dialect = de.tts.bd.business.data.UnicodeOracle10gDialect

    ttkf.accelerator.data.portal.hibernate.default_schema = TTS

    # store directory

    ttkf.server.store.store.base.directory = /ttkf/datastore

    4.2.2.2 How to make application-config.properties accessible?

    On Websphere, you can easily provide the application-config.properties file to the TTS Serv-

    er by creating an environment variable within the administration console.

    Just navigate to the server which hosts the applications, move to Java and Process Man-

    agement, then to Process Definition. Next go to Java Virtual Machine and click Custom

    Properties.

    There you add a variable named ttkf.server.properties with value representing the full path

    of the file's location, in our case $TTPS_HOME/application-config.properties.

    See the Assigning the reference to the application-config.properties file section in the

    Deployment chapter for a step-by-step guide.

    4.2.2.3 Example of a minimum configuration

    The following example illustrates the installation of TTS Server components using Oracle

    database.

    Database Connection

    At first we configure the database connection. Since we want to use a data source, we just

    need to set hibernate dialect and default schema. Internally the JNDI name we will bind the

    data source which is called java:comp/env/jdbc/TTKFDS.

    ttkf.server.data.hibernate.dialect = de.tts.bd.business.data.UnicodeOracle10gDialect

    ttkf.server.data.hibernate.default_schema = TTS

    We define the connection properties for Web Publisher as well.

    ttkf.accelerator.data.portal.hibernate.dialect =

    de.tts.bd.business.data.UnicodeOracle10gDialect

    ttkf.accelerator.data.hibernate.portal.default_schema = TTS

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    14

    See the Database service chapter in the appendix for details.

    Application Properties

    We begin by defining the context names of Workbench and Web Publisher. Since the context

    names can be chosen freely, it is necessary for intercommunication of the applications to

    know the context name of each other.

    ttkf.server.properties.acceleratorContextPath = /publisher

    ttkf.server.properties.integratorContextPath = /workbench

    Next we set the location of the license file, the directory for the application server's logs, and

    the super user IPs.

    ttkf.server.properties.licenseFile=file:C:/TTPS/server.ttlk

    ttkf.server.properties.applicationServerLogDirectory=C:/ibm/websphere/logs

    ttkf.server.properties.superuserIPs=127.0.0.1,192.168.85.48

    For Websphere, we also have to specify the xmlReaderClass and XercesXMLSerializerFac-

    tory parameters to avoid XML parsing issues.

    ttkf.server.properties.xmlReaderClass=org.apache.xerces.parsers.SAXParser

    ttkf.server.properties.XercesXMLSerializerFactory=org.exolab.castor.xml.XercesXMLSerializ

    erFactory

    The last and very important parameters are the following Websphere-specific ones:

    ttkf.server.properties.httpRequestWrapperClass=de.tts.bd.web.Websphere61RequestWrapp

    er

    ttkf.server.properties.was61SessionIdPrefix= to be defined later after deployment

    ttkf.server.properties.was61SessionIdSuffix= to be defined later after deployment

    Because only the Workbench can re/indexing entities with Solr, the Workbench have to know

    the Publisher URL.

    ttkf.server.properties.internal_acceleratorURL=http://192.168.86.44:9980/publisher

    See the Properties service chapter in the appendix for details.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    15

    Solr

    The Workbench needs to know the Solr-URL for re/indexing the entities.

    ttkf.server.search.server.url=http://127.0.0.1:8983/solr/core

    See the Search Service chapter in the appendix for more details.

    See the Solr installation chapter in the Preparations for more details.

    Data Store

    Now we need to configure the base directory of the runtime files. So we define the location of

    our new created folder $TTPS/store.

    ttkf.server.store.store.base.directory = C:/TTPS/store

    See the Store service chapter in the appendix for more information.

    Guide

    To store Guides, a Guide-Repository is needed. So we just define the location of our created

    folder $TTPS_HOME/repository/guide.

    ttkf.server.guidebase.rootdir=C:/TTPS/repository/guide

    See the Miscellaneous parameters chapter in the appendix for more details.

    Distributed Cache

    To get the distributed cache working properly, we need to configure several parameters. Be

    sure to have information about the mode of the distributed cache (unicast/multicast) and the

    corresponding IP-addresses and ports ready.

    We will configure multicast, which is the default mode.

    ttkf.server.cache.peers.multicastGroupPort=45637

    ttkf.server.cache.peers.multicastGroupAddress=228.8.18.9

    See the Cache service chapter in the appendix for details.

    Logging

    Finally, we direct the log output to the log directory we created. This is only necessary if the

    application server does not unpack the .WAR files. If the application server unpacks the

    .WAR file during deployment, the logs are written to $APPLICATION_HOME/WEB-INF/logs.

    In this example, we assume that the application server does not unpack .WAR files.

    ttkf.integrator.logging.log4j.appender.system.File=C:/TTPS/logs/workbench/system.xml

    ttkf.accelerator.logging.log4j.appender.system.File=C:/TTPS/logs/publisher/system.xml

    See the Logging service chapter in the appendix for details.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    16

    4.2.2.4 How to escape special characters within the .properties file

    The encoding of a .properties file is per definition ISO-8859-1, also known as Latin-1. All non-

    Latin-1 characters must be entered using Unicode escape characters, e. g. \uHHHH, where

    HHHH is a hexadecimal index of the character in the Unicode character set. A non-Latin-1

    text file can be converted to a correct .properties file by using the native2ascii tool that ships

    with the JDK.

    4.3 Data source

    4.3.1 Creating a data source with the IBM WebSphere 7.0 Console

    In WebSphere 7.0, you can create a data source in a very convenient way by using wizards

    in the WebSphere console. For a complete data source, four steps have to be performed.

    1. Create a JDBC provider (if the application server doesn't provide one yet)

    2. Deposit authentication data

    3. Create the data source

    4. Configure the connection pool

    In the following step-by-step example, a data source pointing to an Oracle 11g database will

    be generated.

    4.3.1.1 Creating a JDBC provider

    » Click the Expand hyperlink.

    » Click the Expand hyperlink.

    » Click the JDBC providers hyperlink.

    http://en.wikipedia.org/wiki/ISO/IEC_8859-1http://en.wikipedia.org/wiki/Unicode

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    17

    » Click the New button.

    » Choose Oracle as Database type.

    » Choose Oracle JDBC Driver as provider type.

    » Select Connection pool data source as Implementation type.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    18

    » Click the Next button.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    19

    » Click the Finish button.

    » Click the Save hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    20

    4.3.1.2 Creating the data source

    In this step, the JDBC datasource will be created.

    » Click the Data sources hyperlink.

    » Click the New button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    21

    » Enter GTTKFDS into the Data source name field.

    » Enter jdbc/TTKFDS into the JNDI name field.

    » Click the Select an existing JDBC provider radiobutton.

    » Click the Select... combobox.

    » Click the Oracle JDBC Driver menu item.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    22

    » Click the Next button.

    » Enter the jdbc connection url (example: jdbc:oracle:thin:@dbhost.domain.local:1521:XE) into the URL field.

    » Press the +V key.

    » Click theOracle11g data store helper list item.

    » Click Use this data source in container managed persistence (CMP).

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    23

    » Click the Next button.

    » Click the Finish button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    24

    » Click the Save hyperlink.

    4.3.1.3 Creating database login credentials for a JDBC-Datasource

    In this step, the authentication data will be created, containing user name and password of

    the database user. If - for security reasons - you want to use two different database users,

    you need to create authentication data for each user.

    » Click the GTTKFDS hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    25

    » Click the JAAS - J2C authentication data hyperlink.

    » Click the New button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    26

    » Enter TTN into the Information required Alias field.

    » Press the key.

    » Enter TTNUSER into the User ID field.

    » Press the key.

    » Enter ttn into the Password field.

    » Click the OK button.

    » Click the Save hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    27

    » Click the Data sources hyperlink.

    4.3.1.4 Configuring the Connection Pool

    In this step, the database connection pool will be increased to improve the database access

    performance.

    » Click the GTTKFDS hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    28

    » Click the Connection pool properties hyperlink.

    » Enter 30 into the Maximum connections field to increase the number of maximum parallel connections to the database.

    » Click the Information required Minimum connections input field.

    » Enter 5 in the Minimum connections input field.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    29

    » Click the OK button.

    » Click the Save hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    30

    4.3.1.5 Assigning credentials to data source

    » Click the GTTKFDS hyperlink.

    » Choose the created credentials for component-managed authentication alias.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    31

    » Click the OK button.

    » Click the Save hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    32

    4.3.1.6 Testing the database connection

    To make sure that everything was entered correctly, you can test the connection:

    » Click the Select checkbox.

    » Click the Test connection button.

    If everything was configured correctly, the connection test should finish successfully.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    33

    In case the connection test fails, you may want to verify that...

    › the database (to which the data source is pointing to) is running the connection

    › is not blocked by any software (e.g. a firewall)

    › the JDBC driver is configured correctly

    › the proper JDBC driver is placed in the defined directory

    › the user name and password of the database user(s) are correct

    4.4 Application server settings

    4.4.1 JVM-settings

    The JVM of each server instance must meet at least the following memory settings:

    › Maximum PermGen space: 192 MB (-XX:MaxPermSize=192m)

    › Maximum Java heap size: 1024 MB (-Xmx1024m)

    › Initial Java heap size: 256 MB (-Xms256m)

    › Maximum thread stack size: (-Xss512k)

    4.4.2 URL-encoding

    Websphere is handling the encoding of the URL and the content by using the servlet request

    encoding, either set in the servlet or in the java server page. Actually that is the preferred

    way specified in the J2EE 2.5.

    In case encoding problems occur, it might help to set the client.encoding.override system

    property, forcing the application server to use the UTF-8 character set.

    System property of the JVM:

    -Dclient.encoding.override=UTF-8

    For more information, please see:

    http://pic.dhe.ibm.com/infocenter/wasinfo/v6r0/index.jsp?topic=%2Fcom.ibm.webspher

    e.nd.multiplatform.doc%2Finfo%2Fae%2Fae%2Ftrun_svr_utf.html

    4.5 Deployment

    For IBM WebSphere, the deployment of TTS Server Workbench is described exemplarily

    step by step. All steps must be carried out for Web Publisher instances as well. The data

    source that has been created in the Data source chapter will be used here.

    The example shows the deployment via a .WAR file. Usually, TTS provides pre-configured

    .WAR or .EAR files for both components, TTS Server Workbench and Web Publisher. If this

    http://pic.dhe.ibm.com/infocenter/wasinfo/v6r0/index.jsp?topic=%2Fcom.ibm.websphere.nd.multiplatform.doc%2Finfo%2Fae%2Fae%2Ftrun_svr_utf.htmlhttp://pic.dhe.ibm.com/infocenter/wasinfo/v6r0/index.jsp?topic=%2Fcom.ibm.websphere.nd.multiplatform.doc%2Finfo%2Fae%2Fae%2Ftrun_svr_utf.html

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    34

    doesn't hold true in your case, TTS support or the application consultant will gladly help you

    create the archive.

    Please do not forget to define Websphere-specific properties – such as httpRe-

    questWrapperClass, xmlReaderClass, XMLSerializerFactory, and so on – in the

    server properties and in the scheduler service (org.quartz.threadPool.class,

    org.quartz.threadPool.workManager).

    4.5.1 Deployment

    » Next to "Applications": Click the Expand [+] button.

    » Click the New Application hyperlink.

    » Click the New Enterprise Application hyperlink.

    » Choose the location of the WAR/EAR file, either local or remote.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    35

    » Click the Next button.

    » Click the Precompile JavaServer Pages files checkbox.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    36

    » Click the Next button.

    » Click the Browse... button to map a work manager to the corresponding resource.

    » Select either a newly created work manager (for example called wm/TT_Scheduler), or the default manager. Make sure you select the right scope (the server) for the work

    manager.

    » Click the Apply button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    37

    » Click the Browse... button.

    » Click the radiobutton to select the data source GTTKFDS.

    » Click the Apply button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    38

    » Click the Next button.

    » Specify the virtual host on which you would like to install TTS Server Workbench, then click Next.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    39

    » Enter workbench as context root.

    » Click the Next button.

    » Complete the installation of TTS Server Workbench by clicking the Finish button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    40

    » To activate the changes made to WebSphere: Click the Save hyperlink.

    4.5.2 Classloader hierarchy

    Before starting the application, the classloader hierarchy of the application has to be

    changed. The default setting of webSphere may cause problems if the application server and

    the application use different versions of the same base modules (e.g. the XML parser). To

    avoid any classloading issues, the application classloader should always be consulted first.

    » Navigate to the list of applications by opening the navigation group Applications and clicking on Enterprise Applications.

    » Click the Applications hyperlink.

    » Click the Application Types hyperlink.

    » Click the WebSphere enterprise applications hyperlink.

    » Click the workbench hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    41

    » Click the Class loading and update detection hyperlink.

    » Click the Classes loaded with local class loader first (parent last) radiobutton.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    42

    » Click the OK button.

    » Click the Manage Modules hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    43

    » Click the Workbench hyperlink.

    » Click the Class loader order dropdown button.

    » Select the Classes loaded with local class loader first (parent last) list item.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    44

    » Click the OK button.

    » Click the Save hyperlink.

    Do not forget to adjust the class loader hierarchy in the application and the web

    module of each TTS Server instance.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    45

    4.5.3 Assigning the reference to the application-config.properties file

    The major part of the application’s configuration is set up using a properties file provided by

    your TTS application consultant.

    The following step is necessary to make the properties file available to the web application.

    » Click the Servers hyperlink.

    » Click the WebSphere application servers hyperlink.

    » Click the server1 hyperlink.

    » Click the Java and Process Management hyperlink.

    » Click the Process definition hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    46

    » Click the Java Virtual Machine hyperlink.

    » Click the Custom properties hyperlink.

    » Click the New button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    47

    » Enter ttkf.server.properties into the Name field.

    » Enter the fully-qualified path to the application-config.properties file on the file system into the Value field.

    » Click the OK button.

    » Click the Save hyperlink.

    4.5.4 Setting the prefix and suffix of Session Id

    For proper communication between TTS Server Client and TTS Server Workbench, you

    need to configure the prefix and suffix the server appends to the session id. If they are not

    configured correctly, communication will probably fail.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    48

    Proceed with the following steps:

    1. If TTS Server Workbench is not running, start the application now.

    2. Call the install site (http://[server]:[port]/[contextWorkbench]/site/install/install.do) and

    click the Websphere tab. There, you should see three specific Websphere parameters. If

    you get an error message instead, be sure to call the URL either from localhost or from

    an IP listed in superUserIPs (see the post installation steps chapter).

    3. Now, just copy and paste these entries into the application-config.properties file:

    ttkf.server.properties.requestWrapperClass=de.tts.bd.web.Websphere61RequestWrappe

    r

    ttkf.server.properties.was61SessionIdPrefix= 0000

    ttkf.server.properties.was61SessionIdSuffix= :-1

    4. Restart the server.

    4.6 Deployment of the Solr core

    We assume that you have installed the Solr Web application, and that you are running

    a dedicated Solr instance for the TTS Server infrastructure.

    In this step, you will install the prepared Solr core which is included in the TTS Server Com-

    ponents distribution.

    1. Stop the servlet container.

    2. Make sure that you have defined a dedicated solr home directory, and remove all files

    from that directory.

    3. Unpack the file solr.zip to the solr home directory. After this step, the solr home directory

    should contain the file solr.xml and the directory core.

    4. Start the servlet container.

    Visit http://please.insert.your.solr.url.and:port/solr/#/core to confirm that your Solr is running,

    and that the required Solr core is present.

    4.7 Post installation steps

    4.7.1 Initialization of the database schema

    If the steps described in the previous chapters have been carried out, the application should

    now be properly configured and deployed, thus being ready to start. There are two different

    procedures to start it: with Apache Tomcat, the server itself has to be started, whereas with

    IBM WebSphere or Oracle Weblogic, TTS Server can be started through the administration

    console.

    To initialize the database schema, a browser has to be started on the application serv-

    er machine. If this is not possible and you thus have to use the browser on another

    computer, the IP address of that machine must be declared as superuser IP (property

    superuserIPs of Properties service).

    http://please.insert.your.solr.url.and:port/solr/#/core

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    49

    The webpage for initializing the database is located at the following URL:

    http://[server]:[port]/[contextWorkbench]/site/install/install.do

    Start by entering the URL given above in the browser. A straightforward administration page

    appears, offering to test the database connection, (re-)create or update the database sche-

    ma, or to import/export the entire database content.

    4.7.1.1 Test database connection

    To ensure that the database connection is working properly and that the database user has

    been granted all necessary permissions, the Workbench setup provides a database connec-

    tion test:

    Shortly after clicking the Test the connection link, the result of the test will be displayed,

    representing successful tests in green, failed operations in red print.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    50

    4.7.1.2 Initialize database

    If you click the Initialize database link, the Workbench creates the database schema as well

    as initial data. After a few moments, the login screen will then appear. A full restart of TTS

    Server will be necessary to ensure that all services are running properly.

    When (re-)creating the database schema or importing database content, the previous

    data will be deleted completely. Please use this function very carefully!

    Web Publisher does not require to initialize the database schema. It is therefore rec-

    ommended to install and start up the Workbench standalone before installing (and

    starting) the Web Publisher.

    After initializing the database schema, the application should be restarted. Now

    the Web Publisher may be started as well. For an easier analysis of possible

    problems, the log file of the application server should be saved before restarting

    the server or applications.

    4.7.2 First login as administrator

    During database schema creation, a few initial data have already been created, like the ad-

    ministrator user:

    › User name: admin

    › Password: admin

    The first login is done by calling http://[server]:[port]/[contextWorkbench]/ in the browser and

    entering the administrator's user name and password.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    51

    After logging in as administrator, the start page of the TTS Server Workbench will look like

    the following screen by default (depending on the license):

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    52

    TTS Server Web Publisher with login required:

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    53

    TTS Server Web Publisher without login required:

    For security reasons, change the administrator password upon first login.

    4.7.3 Next steps

    The next steps for the administrator will usually encompass:

    › Defining repositories and document types

    › Assigning repositories to document types

    › Adding users and maintenance roles

    › Assigning authorizations to external users

    › Defining a process model

    › Managing custom properties

    › ...

    Please see the Administrator manual for more details on the steps outlined above.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    54

    4.8 Securing Solr

    We strongly advise you to secure the Solr web application so that only the TTS Server

    Components will be able to access it.

    4.8.1 Securing Solr via Basic Authentication

    A common approach to securing Solr is Basic Authentication. This method restricts access to

    web applications based on users and roles. Users are usually required to authenticate them-

    selves by a password.

    In IBM Websphere, please follow these configuration steps:

    4.8.1.1 Configure users and groups

    In Websphere, navigate to Users and Groups.

    Select Manage Users and define the new user "solradmin".

    Select Manage Groups and define the new group "SolrAccess".

    4.8.1.2 Adapt [solr]/WEB-INF/web.xml

    Add the following xml fragment to the end of the file, directly before the closing tag :

    SolrAccess

    Solr

    /*

    DELETE

    GET

    POST

    PUT

    HEAD

    TRACE

    OPTIONS

    SolrAccess

    BASIC

    Solr

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    55

    4.8.1.3 Define application security for Solr

    Navigate to Security - Global Security and enable application security (the checkbox should

    be checked).

    Navigate to Enterprise Applications - solr.war - Security role to user/group mapping. This

    option only appears if Solr was deployed with security constraints within the deployment de-

    scriptor. Find the role "SolrAccess" and assign "Special subject". Select the value "All Au-

    thenticated in Applications Realm".

    4.8.1.4 Adapt application-config.properties

    Add the user name and password to the application properties:

    ttkf.server.search.server.user=solradmin

    ttkf.server.search.server.password=[the password for solradmin]

    4.8.2 Configure users and groups

    » Click the Expand hyperlink.

    » Click the Manage Users hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    56

    » Click the Create... button.

    » Enter solradmin into the User ID field.

    » Enter Solradmin into the First name field.

    » Enter Solradmin into the Last name field.

    » Enter Password.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    57

    » Create the user.

    » Click the Manage Groups hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    58

    » Click the Create... button.

    » Enter SolrAcess into the Group name field.

    » Click the Create button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    59

    4.8.3 Activate application security

    » Click the Security hyperlink.

    » Click the Global security hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    60

    » Click the Enable application security checkbox.

    » Click the Apply button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    61

    » Click the Save hyperlink.

    » Click the Applications hyperlink.

    » Click the Application Types hyperlink.

    » Click the WebSphere enterprise applications hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    62

    » Click the solr_war hyperlink.

    » Click the Security role to user/group mapping hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    63

    » Click the Select checkbox.

    » Click the Map Special Subjects image.

    » Click the All Authenticated in Application's Realm input field.

    » Click the OK button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    64

    » Click the Save hyperlink.

    4.8.4 Test security

    » Click the Search or enter address input field.

    http://servername:port/solrcontext e.g. http://localhost:9080/solr

    » Enter solradmin into the User Name field.

    » Enter solr into the Password field.

    » Click the OK button.

    http://servername:port/solrcontexthttp://localhost:9080/solr

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    65

    » Click the Core Selector hyperlink.

    » Click the core input field.

    After successful deployment you should see this site, the Solr search index.

    4.9 Troubleshooting

    The configuration and deployment of a complex application such as TTS Server sometimes

    results in errors. In this chapter, the most common issues and their solutions will be dis-

    cussed.

    Before you contact TTS Support, you are encouraged to have a look at this chapter, as an

    answer to the problem you are facing may be given here. In case the problem cannot be

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    66

    solved, TTS Support will be glad to help you.

    Please note, however, that support activities are not covered by the maintenance fee if the

    problem results from a mistake the customer made during installation.

    In order for TTS Support to be able to help you in the best possible way, please

    attach log files and configuration files of the TTS Server to your support request.

    If the TTS Server Workbench is up and running, the log and configuration files can be

    downloaded from the Administration section (>Settings >Support >Server manage-

    ment). Otherwise, the log files of the application server should be attached instead.

    4.9.1 The server does not start up

    › Is the application server running correctly?

    › Is the context path, if configured, pointing to the right directory (Apache Tomcat)?

    › Is the license of TTS Server available and valid?

    › Is the application-config.properties file available and configured properly?

    › Is the data store defined in application-config.properties available?

    4.9.2 Database is unavailable

    › Is the database up and running?

    › Can the database be accessed from the machine on which the application server is running?

    › Has the port been set correctly?

    › Is the specified data source available?

    › Is the appropriate JDBC driver properly defined/stored on the application server?

    › Is the data store defined in application-config.properties available?

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    67

    4.9.3 Login fails

    › Has the correct user name and password been entered?

    › Is the user already logged in?

    › Has the maximum permissible number of logged-in users been reached?

    › Has the license expired?

    › Is this TTS Server addressing the right database (if pointing to a database initialized from another TTS Server Workbench, user logins might fail)?

    4.10 Websphere-specific LDAP settings

    For Websphere, it is necessary to define the trustStoreType when configuring LDAPS. Oth-

    erwise, the trust store cannot be read correctly and an exception is thrown.

    The parameter is called javax.net.ssl.trustStoreType and must be set to jks.

    Example: -Djavax.net.ssl.trustStoreType=jks

    4.11 Solr installation example (single Solr instance)

    For general installation instructions, please refer to the Solr documentation.

    With Websphere as application server, and assuming that you will use Solr only for the TTS

    Server infrastructure, we recommend the following installation steps:

    › Download and unpack the Solr distribution to a temporary location, e.g. C:\temp\solr-dist.

    › Provide the jar files from C:\temp\solr-dist\example\lib\ext either by copying directly into solr.war orinto directoryIBM\Websphere\AppServer\lib.

    › Create an empty directory for the Solr core and index data, e.g. C:\ttkf\solr. This direc-tory will be referred to as the solr home.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    68

    › Unpack solr.zip to the solr home directory. The solr home should now contain the file solr.xml and the subdirectory core.

    › In Websphere, define the generic JVM (Java Virtual Machine) argument

    -Dsolr.solr.home=C:\ttkf\solr

    › Deploy solr.war from C:\temp\solr-dist\dist as a new web application.

    4.11.1 Configure Solr home

    » Click the Server Types hyperlink.

    » Click the WebSphere application servers hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    69

    » Click the server1 hyperlink.

    » Click the Java and Process Management hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    70

    » Click the Process definition hyperlink.

    » Click the Java Virtual Machine hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    71

    » Click the Generic JVM arguments input field.

    » Add JVM parameter -Dsolr.solr.home=C:\ttkf\solr

    » Click the Apply button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    72

    » Click the Save hyperlink.

    After applying solr home a restart of the application server might be necessary.

    4.11.2 Deploy Solr

    » Click the Install button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    73

    » Click Browse and choose the solr.war file.

    » Click the Next button.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    74

    » Click the Next button.

    » Click the solr.war checkbox.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    75

    » Click the solr.war checkbox.

    » Click the Next button.

    » Enter solr into the solr.war field.

    » Click the Next button.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    76

    » Click the Finish button.

    » Click the Save hyperlink.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    77

    » Click the Start button.

    4.11.3 Testing Solr

    After deployment call the following URL to test if Solr is running properly. The default port in

    Websphere for the applications is 9080. The URL depends of course on your system envi-

    ronment.

    http://servername:port/solrcontext e.g. http://localhost:9080/solr

    » Click the Core Selector hyperlink.

    » Click the core input field.

    http://servername:port/solrcontexthttp://localhost:9080/solr

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    78

    After successful deployment you should see this site, an empty Solr search index.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    79

    5 Migrating from previous versions

    5.1 General remarks

    This chapter provides a short summary of the most important changes that were introduced

    in the major releases, focusing on installation and update routines as well as migration sce-

    narios.

    5.2 Updating from version 7.1 to 2012

    Configuration

    › The content-based revision number, which could be combined with a storage pattern, has been removed. Please use the document type assigned versioning instead, which

    provides a lot more possibilities.

    › The "showStatifyCertificateButton" parameter was added. For more details, see the Properties service chapter.

    › The default maintenance interval of the repository service was decreased to 5 seconds.

    › Detailed logging of LDAP connections has been introduced. See the Logging service chapter for more information.

    5.3 Updating from version 2012 to 2012 R2

    Configuration of Publisher

    › The template xml contains an additional filter configuration. The "roleAccessPredicateFilter" is now part of all filter chains by default.

    This filter suppresses all entities that are not assigned to any role the current user is a

    member of.

    In earlier releases, the roleAccessPredicateFilter was applied implicitly to all filter

    chains. Therefore, to maintain the default behavior, it is necessary to add the filter to all

    existing filter chains. Take care to add it to existing customizings if it is needed. (it will

    be needed in most cases.)

    Example:

    ...

    › The template.xml contains an additional attribute in the filter chain configuration. All defined filter chains (including the nameless default filter chain) have to define an

    additional mandatory "chain-elements-factory" attribute. The only valid value for that at-

    tribute, at the current state, is "de.tts.bd.eud.filter.chain.DefaultChainElementFactory".

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    80

    Example:

    ...

    Configuration of Publisher

    › Until this version, the path of the feature.xml file could only be a path inside the applica-tion classpath. From now on, the path can also be an absolute path anywhere on the

    system. The path has just to begin with the prefix "file:"

    5.4 Updating from version 2012 R2 to 2013

    Web Publisher with new design (hasFrameset)

    › If using the new design for the Publisher, there must be configured a new parameter within the file templates.xml, named hasFrameset.

    › < property name="hasFrameset" > true

    › Publisher designs prior 2013 need to set this value to true (default value), new designs must set this value to false, since the new portal design has no frames anymore.

    Web Publisher offers image formats for user profiles

    › With TTKF 2013, a new design for the Web Publisher has been introduced, allowing users to upload profile images. Those images may be used for comments, newsfeeds,

    or other resources.

    To ensure a performant way of accessing content, you are advised to define image

    formats, so a properly scaled image exists for each use case, reducing network traffic

    and CPU usage.

    › Currently, we provide formats for

    › profile images

    › images for newsfeeds.

    › Configuration is done in the properties service following a specific syntax:

    › constant value: ttkf.server.properties.image.format

    › domain: either userprofile or newsfeedentry

    › format name: any name

    › value: width and height of the format in pixels; if both values are specified, the image will be scaled to match the longer side; if only one value is given, the other one must

    be marked with "~"

    Examples:

    ttkf.server.properties.image.format.userprofile.passport = width:50;height:150

    ttkf.server.properties.image.format.newsfeedentry.resource = width:500;height:~

    › Configure the productive image formats – comma-separated – via following parameter:

    › ttkf.server.properties.image.formats = userprofile.passport,newsfeedentry.resource

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    81

    › To limit the file size for profile images, use the following parameter:

    › constant value: ttkf.server.properties.image.upload

    › domain: userprofile

    › maxsize

    › value: any decimal number followed by unit kb or mb

    Samples:

    ttkf.server.properties.image.upload.userprofile.maxsize = 128kb

    ttkf.server.properties.image.upload.userprofile.maxsize = 1.4mb

    Web Publisher with more flexible Windows-based SSO configuration

    › Now it is possible to configure the authorities populator for the Windows-based SSO in a more flexible way. Instead of requesting user information and authorities from an

    LDAP server (default behavior), you may now get those bits of information from the lo-

    cal database.

    Example for configuring local database authorities populator:

    ttn.bd.login.sso.windows.authorization.WindowsSSODatabaseAuthoritiesPopulator

    For more information, see User service for authentication and authorization in the ap-

    pendix.

    Workbench & Web Publisher: Combine multiple attributes in LDAP groupMembership

    › The definition of the groupMembership attribute now allows the combination of different attributes from LDAP.

    Example:

    ttkf.server.user.ldap.default.dialect.user.attr.groupMembership = #c#l

    With the value c standing for country and l for location, the LDAP-interface now creates

    entries like "c=DE,l=Heidelberg".

    Workbench supports definition of more mime-types for zip archives

    › When uploading a zip file as document content, the archive is extracted and its content examined.

    Files that match a set of pre-configured mime types will be considered to be different

    publishing formats of the document and will be linked in the publisher automatically.

    The files considered as published document formats are configured in a pair of mime

    type / priority values.

    A duplicate definition of a priority value will overwrite the previously defined mime type

    value.

    When extending the list of supported mime types with custom mime types, make sure

    to respect priority values that are already used. This means that you should use incre-

    mental values starting with the value 10.

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    82

    › Preconfigured default values

    The following values are preconfigured and therefore do not require explicit definition:

    › text/html=0

    › text/xml=1

    › text/rtf=2

    › application/msword=3

    › application/vnd.ms-word=4

    › application/mspowerpoint=5

    › application/vnd.ms-powerpoint=6

    › application/msexcel=7

    › application/vnd.ms-excel=8

    › application/pdf=9

    › Definition of custom mime-type support

    › The list of supported mime types can be extended using the application-config.properties file. The mime types have to be added in the format {pre-

    fix}.{mimetype}={priority} where the prefix is

    ttkf.integrator.collectionContentHandler.customSupportedTypes.

    The following example shows how to add support for javascript (*.js), richtext (*.rtx)

    and plain text (*.txt) files:

    ttkf.integrator.collectionContentHandler.customSupportedTypes.text/javascript=10

    ttkf.integrator.collectionContentHandler.customSupportedTypes.text/richtext=11

    ttkf.integrator.collectionContentHandler.customSupportedTypes.text/plain=12

    Adding the following lines will additionally add support for MS Help files (*.chm)

    ttkf.integrator.collectionContentHandler.customSupportedTypes.application/mshelp=

    13

    ttkf.integrator.collectionContentHandler.customSupportedTypes.application/vnd.ms-

    htmlhelp=14

    5.5 Updating from version 2013 to 2013 R2

    Workbench supports additional workflow functions

    › In 2013 R2, two new workflow functions were introduced to offer more flexibility within the workflow process: NotifyAssigneeOnlyFunction and NotifyOwnerOnlyFunction.

    › NotifyOwnerOnlyFunction: Sends an e-mail to the document's owner when the workflow status changes

    › NotifyAssigneeOnlyFunction: Sends an e-mail to the document's assignee when the workflow status changes

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    83

    5.6 Updating from version 2013 R2 to 2014

    5.6.1 Solr Search Engine

    With the 2014 update, the Solr search server replaced the lucene search engine.

    For a general Solr Installation Guide, see Solr Installation in the Preparations chapter.

    On how the Solr server is linked with the tt server components, see the Solr installation ex-

    ample in the Installation step-by-step chapter.

    5.6.2 New mandatory application properties

    5.6.2.1 Search service (Solr)

    ttkf.server.search.server.url

    This mandatory parameter defines how the Workbench and Publisher can reach the Solr

    server.

    ttkf.server.search.server.url={full context path to the solr instance}

    Example:

    ttkf.server.search.server.url=http://127.0.0.1:8983/solr/core

    5.6.2.2 internal_acceleratorURL

    Is now mandatory, because only the Workbench can re/indexing entities with Solr, the Work-

    bench have to know the Accelerator URL.

    ttkf.server.properties.internal_acceleratorURL={valid accelerator URL}

    Example:

    ttkf.server.properties.internal_acceleratorURL=http://192.168.86.44:9980/publisher

    5.6.2.3 Guide

    ttkf.server.guidebase.rootdir

    To store Guides, a Guide-Repository is needed. Therefor a path is needed, where the

    Guides can be stored:

    ttkf.server.guidebase.rootdir={path with read/write access}

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    84

    Example:

    ttkf.server.guidebase.rootdir=C:/TTKF/repository/guide

    5.6.3 New optional application properties

    5.6.3.1 Search service (General parameter)

    ttkf.server.search.max.result.size

    This optional parameter defines the maximum number of unfiltered search results which

    should be returned by a query.

    By default, each search request will be limited to 10.000 results.

    Default: 10.000

    ttkf.server.search.max.result.size={Positive integer}

    Example:

    ttkf.server.search.max.result.size=5000

    ttkf.server.search.disjunction.tie

    This optional parameter specifies the tie breaker for the DisMax parser in the SolR search

    engine.

    When searching multiple fields, this factor defines the impact that additional matches will

    have on the score of a result item. For example, when a query matches the title and the de-

    scription of a document, with the best match found in the title, the score of the additional

    match in the description will be multiplied by the tie factor and added to the score of the best

    match in the title of the document.

    With a tie factor of 0.0, additional matches will be ignored.

    With a tie factor of 1.0, the overall score of a result item will be the sum of all field matches.

    Usually, the tie factor should be much less than 1.0.

    Default: 0.5

    ttkf.server.search.disjunction.tie={Between 0 and 1}

    Example:

    ttkf.server.search.disjunction.tie=0.0

    See http://docs.lucidworks.com/display/solr/The+DisMax+Query+Parser for more de-

    tails.

    http://docs.lucidworks.com/display/solr/The+DisMax+Query+Parser

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    85

    5.6.3.2 Search service (Highlighting parameter)

    The following configuration parameters for the highlighting of query results are optional.

    Each highlighting parameter has a direct equivalent in the SolR syntax.

    See: http://docs.lucidworks.com/display/solr/Highlighting for more details.

    ttkf.server.search.highlighting.snippets

    Maximum number of highlighted snippets per field.

    Default:1

    ttkf.server.search.highlighting.snippets={Positive integer}

    Example:

    ttkf.server.search.highlighting.snippets=2

    ttkf.server.search.highlighting.fragsize

    Size in characters for highlighted fragments.

    Default: 256

    ttkf.server.search.highlighting.fragsize={Positive integer}

    Example:

    ttkf.server.search.highlighting.fragsize=256

    ttkf.server.search.highlighting.simple.pre

    HTML markup to insert at the start of a match in the fragment.

    Default:

    ttkf.server.search.highlighting.simple.pre={HTML markup}

    Example:

    ttkf.server.search.highlighting.simple.pre=

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    86

    ttkf.server.search.highlighting.simple.post

    HTML markup to insert at the end of a match in a fragment.

    Default:

    ttkf.server.search.highlighting.simple.post={HTML markup}

    Example:

    ttkf.server.search.highlighting.simple.post=

    5.6.3.3 Guide

    ttkf.server.guidebase.paging.size

    When the user scrolls in a category and reach the end of the list of currently visible Guides,

    the next {ttkf.server.guidebase.paging.size} Guides will loaded.

    Default: 20

    ttkf.server.guidebase.paging.size={x>=20}

    Example:

    ttkf.server.guidebase.paging.size=100

    5.6.3.4 LDAP

    To consider nested groups for LDAP authentication define the following new optional param-

    eters:

    ttkf.server.user.ldap.default.recurseIntoGroups

    Should parent groups be considered?

    Default: false

    ttkf.server.user.ldap.default.recurseIntoGroups={true|false}

    Example:

    ttkf.server.user.ldap.default.recurseIntoGroups=true

    ttkf.server.user.ldap.default.group.base.dn

    Base DN for group search.

    Default: Value of parameter ttkf.server.user.ldap.default.base.dn

    ttkf.server.user.ldap.default.group.base.dn={root domain for groups}

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    87

    Example:

    ttkf.server.user.ldap.default.group.base.dn = DC=teamtraining,DC=local

    ttkf.server.user.ldap.default.dialect.group.filter

    Filter query for group search. Template parameters can be used.

    Default: (&(objectClass=group)(dn=${ttc:group}))

    Example:

    ttkf.server.user.ldap.default.dialect.group.filter=(&(objectClass=group)(dn=${ttc:group}))

    ttkf.server.user.ldap.default.dialect.group.attr.groupMembership

    Name of the group membership attribute.

    Default: memberOf

    Example:

    ttkf.server.user.ldap.default.dialect.group.attr.groupMembership=memberOf

    5.7 Updating from version 2014 to 2014 R2

    5.7.1 Scheduler Service on Websphere

    For 2014 R2 the parameters for the scheduler service on Websphere have changed.

    Instead of org.quartz.threadPool.class and org.quartz.threadPool.workManager the parame-

    ters org.quartz.threadExecutor.class and org.quartz.threadExecutor.workManagerName

    must be set.

    Old parameters which must be removed, otherwise errors might be occurr during runtime.

    › org.quartz.threadPool.class

    › org.quartz.threadPool.workManager

    New parameters which must be set, when running on Websphere.

    › org.quartz.threadExecutor.class

    › org.quartz.threadExecutor.workManagerName

  • Server Installation Manual, Version 2014 R2 for IBM Websphere

    88

    5.7.1.1 ttkf.server.scheduler.org.quartz.threadExecutor.class

    Defines the thread executor used for Websphere.

    Possible value:

    ttkf.server.scheduler.org.quartz.threadEx