EMC Documentum RecordsClient - .EMC® Documentum® RecordsClient Version6.8 DeploymentGuide EMCCorporation

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  • EMC DocumentumRecords Client

    Version 6.8

    Deployment Guide

    EMC CorporationCorporate Headquarters:

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

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    Copyright 20032017 EMC Corporation. All rights reserved.

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  • Table of Contents

    Preface ................................................................................................................................. 9

    Chapter 1 Quick Start .................................................................................................. 13

    Chapter 2 Planning for Deployment ............................................................................. 15Required and optional supporting software........................................................ 15Typical configuration ........................................................................................ 15Preparing the Content Server ............................................................................ 16Application Server host requirements ................................................................ 17Directory name restriction............................................................................. 17Content transfer directory permissions .......................................................... 17DNS resolution............................................................................................. 17

    Deploying multiple applications........................................................................ 17Deploying language packs ................................................................................ 18Customizing an application............................................................................... 18

    Chapter 3 Preparing the Client Hosts .......................................................................... 19Ensuring a certified JVM on browser clients ....................................................... 19Enabling HTTP content transfer in Internet Explorer .......................................... 19Enabling UCF content transfer in Internet Explorer on Windows Vista................. 20Enabling content transfer in Firefox ................................................................... 21Supporting Outlook mail message ..................................................................... 23Using Citrix Presentation Server Client .............................................................. 23

    Chapter 4 Preparing the Application Server Host ........................................................ 25Setting the Java memory allocation .................................................................... 25Turning off failover........................................................................................... 26Preparing environment variables for non-default DFC locations .......................... 26Preparing JBoss ................................................................................................ 26Configuring JBoss EAP 6.3.x.......................................................................... 27Classloader Settings...................................................................................... 27

    Preparing Tomcat ............................................................................................. 28Disabling tag reuse ....................................................................................... 28Disabling HttpOnly property ........................................................................ 29Disabling whitespace parsing ........................................................................ 29Improving performance on Tomcat 8.x........................................................... 29

    Preparing vFabric tc Server ............................................................................... 30Disabling tag reuse ....................................................................................... 30Disabling HttpOnly property ........................................................................ 31

    Preparing WebLogic server ............................................................................... 31Deploying WAR ........................................................................................... 31

    EMC Documentum Records Client Version 6.8 Deployment Guide 3

  • Table of Contents

    Disabling HttpOnly property ........................................................................ 31Supporting large content transfer operations in a managed serverenvironment ................................................................................................ 31

    Preparing IBMWebSphere ................................................................................ 32Supporting failover in a cluster...................................................................... 32Applying security policies for WebSphere security ......................................... 32

    Preparing to use an external web server ............................................................. 34

    Chapter 5 Installing the EMC Documentum Records Client and its recordsproducts: RPS, RM, and PRS ...................................................................... 35Overview ......................................................................................................... 36Primary steps ................................................................................................... 37Download Records Client files....................................................................... 37Create global repository ................................................................................ 45Create Records Client repository ................................................................... 45Install DAR files with the DAR Deployer plug-in............................................ 46Install DAR files using headless Composer on UNIX, AIX, and Linux .............. 51Installing records.war on the Application Server............................................. 51Setup Documentum Administrator (DA)........................................................ 52From the DA interface, register all DFC clients ............................................... 53Optional DoD functionality for configuring email records ............................... 53

    Configuring users, roles, and audits................................................................... 55Troubleshooting the new installation ................................................................. 55Upgrading from earlier releases......................................................................... 56Upgrade paths and overview ........................................................................ 56Upgrading and Migrating previous versions of RPS/PRM/RM to 6.8 ................ 57Records_migration DAR detects the occurrence of RETPOL-3789 .................... 58Migrating custom record relationship instances .............................................. 59

    Configuring the Records Security ...................................................................... 61Working with new Email Processing functionality .............................................. 61Working with new email messages imported from Records 6.8onwards....................................................................................................... 61Configuring MailApp.properties file .............................................................. 62Using configuration options in app.xml for email import ................................ 64

    Working with email messages imported before Records 6.8 ................................. 64Configuring the MigratedMsgArchive.properties file ...................................... 65Configuring the Download Msg Content of Migrated Emailattribute of RPS Application Configuration object ....................................... 65

    Configuring Records Activator for declaring email records fromMicrosoft Outlook ............................................................................................ 66Installing the optional PRTS for PRM barcode label printing and batchprocessing........................................................................................................ 69Setting up PRTS............................................................................................ 70Additional setup for barcode label printing (rendering) and testinginstructions .................................................................................................. 74Installing Adobe Print Driver and NiceLabel Pro ........................................ 75Testing barcode label printing ............

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