To create this data source:
1. Open the ODBC Data Source Administrative utility.
From the Windows Start menu, point to Administrative Tools, and then click Data Sources (ODBC).
NOTE
If you are installing WorkSite Server on a 64-bit version of Windows Server, you must use the 32-bit ODBC Source Administrator tool. Open the 32-bit version located at C:\
Windows\SysWOW64\odbcad32.exe.
2. Click the System DSN tab.
Figure 10 ODBC Data Source Administrator, System DSN tab
3. Click Add to display the Create New Data Source dialog box.
4. Highlight SQL Server in the list of installed ODBC drivers, and then click Finish.
The Create a New Data Source to SQL Server dialog opens, as shown:
Preparing for the WorkSite Server Installation
Figure 11 Create a New Data Source to SQL Server Dialog
5. In the Name field, enter the name of the WorkSite database that you created on the SQL Server in Chapter 1, “Preliminary Setup.”
The data source name should not exceed 8 characters and should not contain characters other than letters and numbers. Letters should be either all upper case or all lower case; do not mix cases.
The data source name will be the name of the database as it appears to WorkSite users.
6. In the Server field, enter the name of the SQL Server.
7. Click Next. The next screen displays options for authenticating to the SQL Server, as shown:
Chapter 2: Installing WorkSite Server
Figure 12 Create a New Data Source to SQL Server, Login ID Verification Dialog
8. Select SQL Server authentication and enter the SQL Server Login ID and Password.
9. Select the Connect to SQL Server to obtain default settings option.
10. Click Next.
11. In the Change the default database to field, select the database that you created earlier in this chapter, as shown in Figure 13.
Preparing for the WorkSite Server Installation
Figure 13 Create a New Data Source to SQL Server, Default Database Dialog
12. Select both Use ANSI quoted identifiers and Use ANSI nulls, paddings and warnings.
These settings are required for saved searches when using UUEncode (All language support with the indexer).
13. Click Next to continue.
14. If you require multi-language support, then uncheck the Perform translation for character data and leave all settings unchanged on this dialog, as shown in Figure 14.
Chapter 2: Installing WorkSite Server
Figure 14 Create a New Data Source to SQL Server, Language Settings Dialog
15. Click Finish to continue.
Preparing for the WorkSite Server Installation
Figure 15 ODBC Microsoft SQL Server Setup Summary
16. Click Test Data Source.
Chapter 2: Installing WorkSite Server
Figure 16 Tests Completed Successfully Dialog
If all information was correct, you will see the message, “TESTS COMPLETED SUCCESSFULLY”.
The test connection might fail if you have unchecked the Perform translation for character data option but the ODBC connection is successful and is fully functional.
17. Click OK to close the message dialog.
18. Click OK to close the Setup Summary dialog.
19. Click OK to close the ODBC Data Source Administrator dialog.
Testing Connectivity
The following tests will verify connectivity at the most basic level (network level), then at the level of the native networking protocol for SQL (using ISQL), and at the level of ODBC connectivity (using ODBCAD32.EXE).
Installing WorkSite Server
where servername is the name of your SQL Server.
2. A successful ping will return the IP Address of the SQL Server.
Installing WorkSite Server
Prerequisites
Before starting the WorkSite Server installation, verify that:
All Windows Critical and Recommended Updates have been applied to all the servers where WorkSite Server is to be installed. You can download the required patches from Microsoft.
If the Novell NetWare Client is installed on the server, it must be uninstalled before beginning the WorkSite Server installation.
Recommendations
Adjusting Virtual Memory Size
To make the most efficient use of the server hardware, configure the virtual memory (page file) to be twice the amount of RAM available on each of the WorkSite servers. For example, if the server has 2GB of RAM, set the virtual memory size to 4GB. The page file should reside on a local drive and not on a shared disk or SAN volume.
To configure the virtual memory settings:
1. Right-click My Computer and select Properties.
2. Select the Advanced tab.
3. In the Performance section, click Settings.
4. Click the Advanced tab.
5. In the Virtual memory section, click Change.
6. Adjust the Maximum size (MB) to twice the amount of physical RAM installed on this server. Note that 4GB is the maximum allowed.
7. Click OK.
Chapter 2: Installing WorkSite Server
Changing the Default Temp Directory Environmental Variables
By default, Windows defines separate temp directories for the user and the system. WorkSite Server makes use of both of these temp directories. As a best practice, configure both the system and user environmental variables to point to the same directory, such as D:\Temp\WorkSite\.
To access the Environmental Variables dialog, right-click My Computer and select Properties.
On the Advanced tab, click Environmental Variables.
Configuring Network Adapter Settings
Set the Network Speed Manually
On all WorkSite servers, the network card settings should be set manually to static speeds that match the LAN or WAN configuration (for example,100 Mbps/Full Duplex as shown in
Figure 17). For most network cards, this setting is known as Link Speed & Duplex or Media Type.
Figure 17 Network Card Properties - Advanced Tab
Installing WorkSite Server
To access the network adapter properties dialog, open the Windows Device Manager, and expand the Network adapters node. Right-click the name of the network card and select Properties. The configuration parameters are located on the Advanced tab.
Disable DHCP Media-sense
In addition, since the server must be configured with a fixed IP address, disable DHCP media-sense by adding the following registry value to each WorkSite server.
In the following location in the registry:
HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\Tcpip\Parameters
Add or modify the following DWORD value:
DisableDHCPMediaSense: 1
Running the WorkSite Server Installer
The installation instructions are the same for WorkSite Server and WorkSite Server with Caching. Autonomy recommends executing the installation while logged in as the account used to start the service. This practice ensures the proper registration of all components.
If you are upgrading an existing installation, refer to “Upgrading WorkSite Server” on page 39.
To install using the command line, or to install in silent mode, refer to “Installing WorkSite Server in Silent Mode” on page 39.
To install WorkSite Server or WorkSite Server with Caching:
1. Log into the server using the WorkSite Server administrator domain account that was created earlier.
2. Run the WorkSite Server or WorkSite Server with Caching setup.exe file located on the installation CD, and follow the instructions in the installation wizard.
3. Click Finish when the installation is complete.
4. After installation, the WorkSite Service Add/Remove dialog opens. Add the WorkSite Server service by selecting it in the left column, then clicking Add.
Chapter 2: Installing WorkSite Server
Figure 18 WorkSite Service Add/Remove Dialog
When you add the WorkSite Server or Rules Engine, WorkSite prompts you to enter the startup information for each service, as shown in Figure 19. These services use the Login ID and Password for the Windows User Account.
Figure 19 WorkSite Server Startup Dialog
Upgrading WorkSite Server
5. Enter the account information for the WorkSite Server administrator domain user that you created earlier.
6. Under Startup Type, select Automatic to start the service automatically after Windows is restarted.
7. Click OK.
NOTE
WorkSite services can be added or removed at any time by running the imSvcIns.exe program.
8. Restart your server to complete the installation of WorkSite Server.
Installing WorkSite Server in Silent Mode
To install WorkSite Server in silent mode, use the following command line syntax:
Setup.exe /s /v" /qn SERIALNUMBER="<serial number>"
OR
MsiExec.exe /i "<path to Full_Installer/*.msi file>" /qn SERIALNUMBER="<serial number>"
Installing Novell NetWare Client
After installing the WorkSite Server, install the latest supported version of the NetWare Client for Windows. The NetWare Client must be installed for the WorkSite Server to access to the Novell file server or directory.
Upgrading WorkSite Server
Upgrading existing installations of the WorkSite software suite requires planning, especially when servers are configured to connect to databases in multiple offices. WorkSite Server 8.5 can connect to databases with schemas that have been upgraded to version 8.2 SP1, but it cannot connect to databases with older schemas.You must upgrade the database server software to use the new features introduced in WorkSite 8.5.
For more information on upgrading to WorkSite Server 8.5 and it’s related components, see the Upgrading from Existing WorkSite Installation section in the WorkSite Server 8.5 Release Notes.
Chapter 2: Installing WorkSite Server
For more information about supported database server software, see the WorkSite 8.5 Limited Release Supported Platforms data sheet.
NOTE
Make a backup of all databases as well as the Server installation directory before performing the upgrade.
To upgrade an existing installation of WorkSite Server:
1. Stop all WorkSite Services.
2. Document all WorkSite Server service settings before uninstalling.
3. Uninstall the existing WorkSite Server. The new installer will check for, and remove, previous versions of the server software, however performing a manual uninstall is recommended.
4. Install the new WorkSite Server software. See “Installing WorkSite Server” on page 35.
When the installation is complete, the WorkSite Service Add/Remove dialog opens.
5. Unregister and then register the WorkSite services:
Remove WorkSite services that appear in the Installed box. They are now listed in the Available box.
Add the services in the Available box back into the Installed box.
NOTE
You can perform this step even after the installation program has exited by running the WorkSite Service Installer program (imSvcIns.exe), which is available in the WorkSite Server installation directory.
6. Run the Service Manager and connect the WorkSite Service to the appropriate databases.
Configure database properties, if necessary.
7. Confirm that all options are configured properly in the Service Manager.
8. Start the WorkSite Service from the Service Manager.
9. Review the log file to confirm that the WorkSite Server service has successfully connected to all databases and file servers. The following excerpt from the WorkSite Server log file indicates a successful connection to the Sales database:
Thu 05/31 17:39:58.421 Pool: 557:Info[1164] Connected to database Colorado Thu 05/31 17:39:58.578 FileServer: 226:Info[1164] Connected to file server
Upgrading WorkSite Server
10. Run DeskSite or FileSite from a client workstation to verify that you can connect to the server.
11. Perform the following tasks to confirm that you have established full connectivity with the WorkSite Server:
Perform Trusted Login to the WorkSite Server
Perform a profile search
Quickview documents
Import a document
If you can complete these tasks successfully, the server upgrade is complete.
Chapter 2: Installing WorkSite Server
Chapter 3
Creating the WorkSite Tables
This chapter describes how to create the WorkSite tables in your empty database.
Prerequisites
Before you can create your WorkSite database, you must:
Create the directory to store the documents
Install and configure the SQL Server
Install WorkSite Server
Initializing the Database
After you create an empty database using the tools provided by the database vendor and register the database as an ODBC data source, you need to initialize the database as a WorkSite
database. This is accomplished using the Database Administration program that was installed with your WorkSite Server Software. The Database Administration program installs WorkSite tables in the SQL database.
1. Run the Database Administration program on the WorkSite Server.
From the Windows Start menu, point to All Programs, then Autonomy Server, then click Database Administration.
2. From the Database menu, select Register/Unregister. The Register/Unregister Databases dialog opens.