Log into the WorkSite database with your TESTUSER account. Import a document to the database.
If you can connect to WorkSite and import a document, you have successfully installed WorkSite Server.
Additional Tasks
After you have successfully installed WorkSite Server, you can install maintenance scripts, and fine tune WorkSite Server and Database performance. You can also customize the appearance and behavior of the client. See the WorkSite Server Administrator’s Guide for information about related administrative tools.
You also need to complete the following optional tasks:
Add the group NRTADMIN to the database. You must be a member of this group or an Administrator on your workstation to be able to run the WorkSite Administrative Tools.
Customize the database captions and dialog boxes using the Dialog Editor.
Add users, groups, and custom classifications for documents. In addition, create roles, and
Additional Tasks
Install WorkSite Client software on each user’s PC and set up application integration.
Chapter 5: Testing Connectivity and Final Tasks
Appendix A
Recommended SQL
Maintenance Tasks and Scheduled Dumps
Overview
To ensure the health and ability to restore your SQL database, Autonomy highly recommends installing a series of scheduled maintenance tasks and database dumps on your SQL Server. This appendix provides instructions for configuring the following tasks:
Back up of the WorkSite databases (Full)
Back up of the WorkSite database (transaction logs)
Integrity check of the database tables
Rebuilding the Index
These tasks can be scheduled using the Microsoft SQL Server Management Studio. The instructions provided are guidelines. You may want to customize these tasks for your specific installation.
NOTE
Autonomy is not liable for any data loss that might result from the use of these
recommendations. Microsoft provides extensive documentation for the use of the tools described here. Several Microsoft Certified training centers are also available that provide specialized training on SQL Server administration. Autonomy recommends that only a certified and trained SQL DBA set up these tasks.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Recommended Maintenance Plans
Autonomy recommends creating the following plans
Every two hours. Back Up Database (Transaction Log)
Every night. Update Statistics, Back Up Database (Full)
Once a week. Database Integrity Check, Back Up Database (Full), and Rebuild Index After the maintenance plans are scheduled, make sure that these plans execute on a regular basis by checking the backup and the log directories. These directories and log files must be checked daily. If the maintenance plans are malfunctioning, call Microsoft SQL Server Technical Support.
Creating a Maintenance Plan for WorkSite Databases
The maintenance plan for WorkSite databases includes the following sections:
Configuring the Check Database Integrity Task
Configuring the Rebuild Index Task
Configuring the Update Statistics Task
Configuring the Back Up Database (Full) Task
Configuring the Back Up Database (Transaction Log) Task
Completing the Maintenance Plan
Using the SQL Server Management Studio you can create a maintenance plan for each database.
1. Launch the Microsoft SQL Server Management Studio.
2. In the Object Explorer, expand a server and then expand Management.
3. Right-click Maintenance Plans and select Maintenance Plan Wizard.
Creating a Maintenance Plan for WorkSite Databases
Figure 32 SQL Server Management Studio
The SQL Server Maintenance Plan wizard appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 33 SQL Server Maintainence Plan wizard
4. Click Next. The Select Plan Properties window appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 34 Select Plan Properties
5. Enter a name for the maintenance plan.
6. Select Separate schedules for each task.
7. Click Next. The Select Maintenance Tasks window appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 35 Select Maintenance Tasks
8. Select the following options: Check Database Integrity, Rebuild Index, Update Statistics, Back Up Database (Full) and Back Up Database (Transaction Log).
NOTE
Statistics are updated as part of the Rebuild Index task. If the Auto-Update Statistics option is disabled in Database Properties, a daily task to Update Statistics is recommended.
NOTE
The type and frequency of database backups will be determined by each customer's disaster recovery plan.
Creating a Maintenance Plan for WorkSite Databases
Figure 36 Select Maintenance Task Order
10. Use the Move Up and Move Down buttons to set the tasks in the following order:
Check Database Integrity
Rebuild Index
Update Statistics
Back Up Database (Full)
Back Up Database (Transaction Log)
11. Click Next. Continue with “Configuring the Check Database Integrity Task” on page 66.
NOTE
The order of the tasks set here is designed to match the order of the task configuration instructions that follow in this document. The actual order in which the tasks are performed will be defined by their scheduled times.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Configuring the Check Database Integrity Task
The Define Database Check Integrity Task appears.
Figure 37 Define Database Check Integrity Task
12. Click the Databases drop-down menu.The database selection panel appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 38 Database selection panel
13. Select These databases.
14. Select the WorkSite database.
15. Click OK.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 39 Defining Database Check Integrity task
16. Select Include indexes.
17. Under the Schedule section, click Change. The Job Schedule Properties dialog box appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 40 Job scheduling for Database Integrity check
18. Schedule the frequency of the Check Database Integrity task. This should occur at least once a week during the scheduled maintenance period. The task should run prior to database backup.
19. Click OK. The updated Define check Integrity task window appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 41 Configured database integrity task
This completes the configuration of the Check Database Integrity task.
20. Click Next. Continue with “Configuring the Rebuild Index Task” on page 70.
Configuring the Rebuild Index Task
The Define Rebuild Index task window appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 42 Configuring the rebuild index task
21. Click the Databases drop-down menu and select all WorkSite databases as shown in step 12 to step 14.
22. In the Object dop-down list select Table.
23. In the Selection drop-down list select All.
24. In the Free Space Options section, select Change free space per page percentage to and set the value to 10%.
25. In the Advanced Options section, clear the check boxes for Sort results in tempdb and Keep index online while reindexing.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
NOTE
Keep index online while reindexing is not recommended because some WorkSite tables use LOB data types. Indexes with this data type cannot be rebuilt while online.
26. In the Schedule section, click Change. The Job Schedule Properties dialog box appears.
Figure 43 Job scheduling for rebuilding the index task
27. Schedule the frequency of the Rebuild Index task. This should occur at least once a week during the scheduled maintenance period. The task should run after database backup.
28. Click OK. The updated Define Rebuild Index task window appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 44 Updated rebuild index task window
This completes the configuration of the Rebuild Index task.
29. Click Next. Continue with “Configuring the Update Statistics Task” on page 73.
Configuring the Update Statistics Task
The configuration window is displayed only if the Update Statistics task was selected from the maintenance task list. See Figure 36 on page 65.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Statistics are updated as part of the Rebuild Index task. If the Auto-Update Statistics option is disabled in Database Properties, a daily task to Update Statistics is recommended.
The Define Update Statistics Task window appears.
Figure 45 Defining the update statistics task
30. Click the Databases drop-down menu and select the WorkSite databases as as shown in step 12 to step 14.
Creating a Maintenance Plan for WorkSite Databases
34. In the Scan type section, select Full scan.
35. In the Schedule section, click Change. The Job schedule Properties dialog box appears.
Figure 46 Job schedule for updating statistics
36. Schedule the frequency of the Update Statistics task. This should occur at least once a day during the scheduled maintenance period. The task should run prior to database backup.
37. Click OK. The updated Define Update Statistics task window appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 47 Defining the update statistics task
This completes the configuration of the Update Statistics task.
38. Click Next. Continue with “Configuring the Back Up Database (Full) Task” on page 76.
Configuring the Back Up Database (Full) Task
Creating a Maintenance Plan for WorkSite Databases
Figure 48 Configuring the back up database (full) task
39. Click the Databases drop-down menu and select the WorkSite databases as shown in step 12 to step 14.
40. In the Backup Component section, select Database.
41. Select Backup set will expire, select After and enter the number of days before expiration.
This value should be determined based on the firm's disaster recovery plan. The example is set to a value of 7 days.
42. Select Create a backup file for every database.
43. Select Create a sub-directory for each database and enter the database backup location.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
44. Select Verify backup integrity.
45. In the Schedule section, click Change. The Job Schedule Properties dialog box appears.
Figure 49 Job schedule for Back Up Database (full)
46. Schedule the frequency of the Back Up Database (Full) task. This should occur at least once a day during the scheduled maintenance period.
47. Click OK. The updated Back Up Database task window appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 50 Updated Define Back Up Database (Full) Task window
This completes the configuration of the Back Up Database (Full) task.
48. Click Next. Continue with “Configuring the Back Up Database (Transaction Log) Task” on page 79.
Configuring the Back Up Database (Transaction Log) Task
The Define Back Up Database (Transaction Log) Task window appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 51 Define Back Up Database (Transaction Log) Task page
49. Click the Databases drop-down menu and select the WorkSite databases as shown in step 12 to step 14.
50. Select Backup set will expire, select After and enter the number of days before expiration.
This value should be determined based on the firm's disaster recovery plan. The example is set to a value of 7 days.
Creating a Maintenance Plan for WorkSite Databases
53. Select Verify backup integrity.
54. In the Schedule section, click Change. The Job Schedule Properties dialog box appears.
Figure 52 Job Schedule Properties dialog box
55. Schedule the frequency of the Back Up Database (Transaction Log) task. This value should be determined by based on the firm's disaster recovery plan. The example is set to a value of every 2 hours.
56. Click OK. The updated Back Up Database (Transaction Log) task appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 53 Updated Back Up Database (Transaction Log) task
This completes the configuration of the Back Up Database (Transaction Log) task.
57. Click Next. Continue with “Completing the Maintenance Plan” on page 82.
Creating a Maintenance Plan for WorkSite Databases
The Select Report Options window appears.
Figure 54 Select Report Options page
58. Select Write a report to a text file and set the Folder location to the directory for the report.
59. Click Next. The Complete the Wizard window appears.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Figure 55 Complete the Wizard page
60. Confirm that each task is present and click Finish. The progress window appears.
Creating a Maintenance Plan for WorkSite Databases
Figure 56 Maintenance Plan Wizard Progress page.
61. Verify that all maintenance plan components create successfully, then click Close.
The Maintenance Plan is now complete. The new plan can be viewed or modified in the Object Explorer in the Maintenance Plans section of the Maintenance area. Individual tasks will also appear under the Jobs section of the SQL ServerAgent area.
Appendix A: Recommended SQL Maintenance Tasks and Scheduled Dumps
Appendix B
Installation Record
Use this form to record information about your WorkSite installation.
Table 4 Installation Record
Installation Information Your Name:
Installation Date:
WorkSite Server Information
WorkSite Server Service Windows User Name:
Password:
Service to Login:
Rules Engine Service Windows User Name:
Password:
Index Search Service to Login:
Windows User Name:
Account used by SQL Password:
Server to Login:
WorkSite Indexer Information WorkSite Indexer Login:
WorkSite Indexer Password:
WorkSite Indexer Repository Login:
WorkSite Indexer Repository Password:
File Server Information (Windows) Full UNC Path to documents:
File Server Information (Novell NetWare) WorkSite Server User Name:
Appendix B: Installation Record
Account on NDS Password:
WorkKnowledge DRE Service User Name:
Account on NDS Password:
Rules Engine Service User Name:
Account on NDS Password:
SQL Server Setup SQL Server Host Name:
SQL Server IP Address:
SQL Administrative Account (SA):
Password:
SQL Databases SQL Database Name:
Table 4 Installation Record
Index
E
errata 12
N
Novell NetWare Client Installation 39
O
ODBC System DSN 28
T
Tests
ODBC Connectivity 34
W
WorkSite Server Service
Configuring Connections to File Servers 51 Log File 53
Setting Up and Starting 47
Index