EMC Documentum AssetOperations Documentum AssetOperations Version2.0 InstallationGuide EMCCorporation CorporateHeadquarters Hopkinton,MA01748-9103 1-508-435-1000

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  • EMC DocumentumAsset Operations

    Version 2.0

    Installation Guide

    EMC CorporationCorporate Headquarters

    Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

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    Copyright 2013-2015 EMC Corporation. All Rights Reserved.

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  • Table of Contents

    Preface ................................................................................................................................ 5

    Chapter 1 Getting Started ............................................................................................ 7System Configuration ....................................................................................... 7Reviewing System Requirements ....................................................................... 8Preparing the Installation Package ..................................................................... 8Verifying the System Components ..................................................................... 9Turning off the Default Audit Events for Content Server ..................................... 9Packaging a Documentum D2 Configurations .................................................... 10

    Chapter 2 Installing Asset Operations ......................................................................... 11Installation Scripts ............................................................................................ 11Installing Asset Operations on Microsoft Windows............................................. 12Installing Asset Operation Components on Content Server.............................. 12Installing Asset Operations on Application Server .......................................... 13Installing on Tomcat ................................................................................. 13Deploying EPFMA.war on Tomcat............................................................. 14Installing on IBMWebSphere .................................................................... 14Deploying EPFMA.war ......................................................................... 14Importing AO Configuration................................................................. 15

    Installing Asset Operations on Linux ................................................................. 16Installing on Content Server .......................................................................... 16Installing on Application Server .................................................................... 17

    Installing Components of Asset Operations Manually......................................... 18Importing the Documentum D2 Configuration Files ........................................... 19Manually Updating the Custom Widget URLs, D2 Dictionary, andAlias Values ..................................................................................................... 20Updating the D2 Configuration Dictionaries....................................................... 20Updating the Connection Config File ................................................................. 20

    Chapter 3 Completing the Installation ......................................................................... 23Downloading the JasperReports ........................................................................ 23Enabling the AOD2Plugins and Asset Operations JARs....................................... 23Removing the Conflicting jar Files ..................................................................... 24Configuring the Documentum xPlore Facets....................................................... 24Rebuilding the Documentum xPlore Indexes ...................................................... 25Configuring the System for PDF Rendering ........................................................ 26Enabling Document Types for Rich Media...................................................... 26

    Configuring the Syncplicity Cleanup Job............................................................ 26Modifying the Alias for Mailing Lists and Emails ............................................... 27

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  • Table of Contents

    Chapter 4 Upgrading Asset Operations from Version 1.1 to 2.0 .................................. 29New Attributes................................................................................................. 29Preparing for the Upgrade ................................................................................ 31Run InstallAOProjectOnAS Installer .................................................................. 31Installing the D2 Config Manually ..................................................................... 32Removing D2 Legacy Configurations ................................................................. 32

    Chapter 5 Installing Documentum Asset Operations Mobile ....................................... 35Updating the D2 Configuration dictionaries/taxonomy ....................................... 35Updating the AO Mobile Config ........................................................................ 35

    Chapter 6 Troubleshooting .......................................................................................... 37

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  • Preface

    This guide provides step-by-step procedures for installing the EMC Documentum AssetOperations solution. It lists installation prerequisites and provides instructions for installing andupgrading the Asset Operations.

    The following documents are also available for EMC Documentum Asset Operations: EMC Documentum Asset Operations Release Notes: Includes newly added features and detailedrequirements for this version. This document also references some known problems andlimitations

    EMC Documentum Asset Operations Configuration Guide: The Configuration Guide provides usefulinformation for administrators to configure a user role, dictionaries and taxonomies, transmittalsand distribution lists, work order and work order types, and project package and return projectpackage.

    EMC Documentum Asset Operations Quick Reference Guide: The Quick Reference Guide is designedto provide easy-to-use support for getting the best out of the Asset Operations solution.

    EMC Documentum Asset Operations Integration Guide: The Integration Guide is designed to provideeasy-to-use support for integrating Asset Operations and AVEVA NET in a single interface.

    Intended AudienceThis guide is intended for administrators who have experience working with the Documentumplatform and managing Documentum applications through Documentum D2 Config.

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  • Preface

    Revision History

    Revision Date Description

    September 2015 Updated the Installing Asset Operations on ApplicationServer, page 13 and Installing Asset Operations on Linux,page 16 sections to support Documentum 7.2.

    August 2015 Added an additional step in the section Installing onApplication Server, page 17.

    Updated the section Updating the Connection ConfigFile, page 20.

    August 2015 Initial publication.

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  • Chapter 1Getting Started

    This chapter contains the following topics: System Configuration, page 7

    Reviewing System Requirements, page 8

    Preparing the Installation Package, page 8

    Verifying the System Components, page 9

    Turning off the Default Audit Events for Content Server, page 9

    System ConfigurationThe following figure illustrates the components that you can install with Asset Operations:

    7

  • Getting Started

    Reviewing System RequirementsVerify that the servers and machines meet the system requirements outlined in the EMC DocumentumAsset Operations Release Notes. Log in as a member of the local administrators to the machine onwhich you are running the installation procedure.

    Preparing the Installation Package1. Download the installation package from the EMC Support site (https://support.emc.com).

    2. Unzip the installation package to a temporary location on the Documentum Content Server(Content Server) host.For example, C:\Temp\EPFMA (Microsoft Windows) or /usr/dmadmin/temp/EPFMA (Linux).The installation package for Microsoft Windows is EPFM-AO-2.0.zip.Where is the version of Asset Operations you are installing.Depending on your software license and your operating system, you will receive one of theseinstallation packages.

    8

    https://support.emc.com

  • Getting Started

    Verifying the System Components1. Verify that the following components are running on the Content Server host:

    Documentum Docbroker

    Documentum Content Server

    Ensure that the Java Method Server (JMS) is stopped.

    2. Verify that the following components are installed on the Content Server host: Oracle Java Development Kit (

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