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windream

Server Installation –Quick Guide

windream GmbH, Bochum

Copyright © 2001 - 2007

bywindream GmbHWasserstr. 21944799 Bochum

Issue: 08/07 – 4.0.0.0

All rights reserved. No part of the contents of this bookmay be reproduced or transmitted in any form (print,photocopy, or any other form) or by any means withoutthe explicit and written permission of windream GmbH.

Important NoteAll information and technical specifications in this book have been collectedby the authors with great care. They cannot, however, either guarantee,take legal responsibility for or make any other warranty for the resultsstemming from the usage of this information.

We would also like to point out that all software and hardware logos andnames are the exclusive property of the Trademark, Brandname or Patentright holders. These are naturally protected by the appropriate laws andtrade agreements.

Table of Contents i

Table of Contents

windream Server Installation 1Introduction 1Basics of the windream Server installation 2System requirements 4

System architecture 4Hardware requirements for the windream Server 4Software requirements for the windream (main) services 5Software requirements for the windream database 5

Further requirements 8Installing the windream Server (setup) 10

Software licence agreement 10Information on system requirements 10Setup type 10Updating system libraries 10Installing the database 10windream user authentication 11Licensing data 12Select destination folder 13windream TDI settings 13windream ObjectStore presettings 13windream file storage directory 14windream temporary directory 15windream database 16Oracle database settings 18Oracle CTXSYS login 18windream user / group configuration 19Select program folder 22SQL Server authentication 22Oracle authentication 23Start copying process 24Setup complete 24

Final installation steps 25Starting the windream services 25DCOM configuration and system settings 25

Checking the installation 26After the installation 27

Configuring Oracle jobs for fulltext indexing 27Installing the windream client 27Assigning windream rights on the root directory 28Further requirements for operating windream 29

Checklist 30

Index 34

windream Server Installation 1

windream Server InstallationIntroduction

This quick guide serves as a help for the installation of the windreamServer services (version 2.5 and higher). The description will present aquick survey on the basic features and the necessary requirements ofthe windream Server installation. In addition, it describes how toexecute the installation. We also explain which basic configurations andsystem settings will have to be checked and adapted for the operationof the services after the installation has been completed successfully.

In the check list at the end of this documentation, all requirementswhich have to be fulfilled for the installation of the Server are listedonce again. Before starting the installation, please use this list to checkwhether your system fulfills the requirements.

Note: In case of errors occuring during or after the installation –which we do not expect – you will find detailed information on therespective aspects in the documentation named "windream –Server Installation". This documentation also contains a detaileddescription of the installation process, the uninstallation and theupdate installation of all windream Server services. Thedocumentation is available on the installation CD as PDF andCHM file in the directory Doku/serversetup.pdf orserversetup.chm.

Users should be familiar with the operation of Microsoft Windows2000 Server, Windows 2003 Server and Microsoft SQL Server orOracle 8i/9i/10i. You can find further information on this topic in thecorresponding documentations provided by Microsoft and Oracle.

2 windream Server Installation

Basics of the windream Server installationThe installation of the windream Server requires in each case aprevious installation of Microsoft SQL Server 2000/2005 or Oracle 8.i(version 8.1.7.3 or higher), Oracle 9i (version 9.2.0.4 or higher) orOracle 10i (version 10.1.0.4) including the necessary components forthe windream database (cf. further notes concerning this topic insection "Software Requirements for the windream database").

The installation of the ObjectStore Service is optional and is onlyrequired, if the windream long-term archive is used. If the long-termarchive is used, the ObjectStore should be installed before theinstallation of the windream Server. A later installation of theObjectStore is also possible (for example if the long-term archive shallpossibly be installed in future). In general, the objects acquired in thedocument management system windream can be archived withoutinstalling the long-term archive or the ObjectStore.

The following order of installation steps is required:

1. Microsoft SQL Server / Oracle; 2. optional: windream ObjectStore Service (only if the windreamlong-term archive is used);

3. windream Server services.

The services can be installed on one or on several servers. If you wantto install Microsoft SQL Server / Oracle on a computer which isdifferent from the windream Server, you will have to install thedatabase components of the windream Server on the server computer,too.

You can find the installation programs of the described servicesincluding the respectively required single components on bothinstallation-CDs which you received from your windream partner. Youcan find further information on hardware and software requirements inthe section "System Requirements".

The windream Server is installed with the following components:

• windream main services (windream DMS-Service, windream TCP-Service, windream Agent, windream Thumbnail Service andwindream Event Service),

• windream Database (SQL Server or Oracle),• windream Full-Text Service,• windream Database Full-Text Extension (SQL Server Full-Text

Catalogue, respectively Oracle InterMedia components),• System Libraries (update)• Microsoft MDAC 2.5 or higher.


All windream Server installations and configurations have to beexecuted by a user with local administrator rights, as services have to beinstalled and local user-accounts and group-accounts have to becreated.

Note: You are not allowed to install the windream Server and thewindream Client software on the same computer.


System requirementsIn the following, the necessary system requirements are listed.

System architectureThe following system architectures are supported:

• windream Server is installed on a Primary Domain Controller(PDC). We do not recommend an installation on a PDC!

• windream Server is installed on a Windows 2000 or 2003 Serverwhich is logged in to a Domain.

• windream Server is installed on a Standalone Server. The applicationserver is not a Primary Domain Controller, and a Primary DomainController is not available and configured for the networkneighborhood.

• No DHCP configuration of the Server. A fixed IP address, whichhas for example been assigned by a team software is allowed.Nevertheless, a message will be displayed saying that for at least oneaddress a network card DHCP must be configured and that thewindream DMS-Service will not start automatically any morebecause of security reasons, after the local IP address has changed.In this case, please consider the notes in documentation "windream– Server Installation" under topic "IP-Address of the Server haschanged ".

• windream Server may not be installed on a Backup DomainController (BDC).

• No computer with NetBIOS name "windream" may exist in thenetwork neighborhood. The windream Server may not be named"windream".

Please cf. documentation "windream – Server Installation" under thetopics "Client-Server System Architecture" and "windream CommonUser Configuration" for further details.

Hardware requirements for the windream ServerFor the installation of the windream Server Services, the followingrequirements have to be fulfilled:

• Computer: processor with 400 MHz or more.• RAM: 128 Mbyte (recommended: 256 MByte).• Monitor: VGA or SVGA with at least 800x600 resolution.


Required hard disk capacityEnsure that enough hard disk capacity is available on the windreamServer for the database (SQL or Oracle) and for the SQL ServerFulltext files or the InterMedia components of Oracle. Therequirements also depend on the expected data volume.

Generally, hard disk capacity will be required for:

• The windream installation, about 200 MByte.• The windream data in the database (incl. full-text) according to the

data volume (Requirement: SQL Server or Oracle already installed).• The windream file storage, at least 1 GByte (according to the data

volume).• The windream temporary directory, at least 500 MByte.

Software requirements for the windream (main)servicesBefore starting the installation of the windream Server services, thefollowing software requirements must be fulfilled:

• Microsoft Windows 2000 Server with service pack 4 or MSWindows 2003 Server with service pack 1 must be installed.

• Microsoft Internet Explorer 5.01 or higher with Active Desktopmust be installed.

• Microsoft MDAC 2.5 or higher must be installed.• Microsoft Management Console 1.2 must be installed.• Adobe Acrobat Reader must be installed for viewing and printing

the documentation.• windream ObjectStore (version 5.1 or higher) must be installed.

This is only necessary if the archiving functions of the windreamarchive are required and if they are licensed.

• Microsoft XML 3 (msxml3.dll version 8.10.8303.0) must beinstalled for archiving the index data of the windream objects andof the object type information in XML-format. This is only valid, ifthe OjectStore Service is installed and if windream objects shall bearchived with XML-data (ObjectStore must have been configuredrespectively).

Software requirements for the windream databaseFor the installation of the windream Database, the followingrequirements have to be fulfilled, which depend on the database used(SQL or Oracle):


Microsoft SQL Server• Microsoft SQL Server 2000 including service pack 4 or Microsoft

SQL Server 2005 (9.00.1399) must be installed. Ensure that thecodepage is set to the recommended value of 1252 (ANSI Server)during the installation of SQL Server and the full-text search isinstalled with the disabled function of considering case sensitivewriting (see note). These settings are automatically executed by thesetup of SQL Server. Additionally, option SQL Server and Windowsmust be enabled for authentication.

We do NOT recommend to switch on the option of case sensitivity assorting criterium in SQL Server. This option should only be enabled, ifa case sensitivity is desired explicitly at the windream workstationswhen searching for index values. Please read the following note.

Note: If the option of considering case sensitivity as a sortingcriterium is NOT enabled, windream search operations will notconsider case-sensitivity. However, it is an advantage that existingSQL indices are used in this case. At the windream clients, thesearch option of case sensitivity must nevertheless be enabled sothat the system will not execute search operations using theUPPER() database function, which might result in a loss ofperformance.

• Microsoft SQL Server must be started.

Note: If problems occur with SQL Server concerning performanceor execution of other applications, the reason may be the dynamicmemory administration of SQL Server. You will find further notesin the documentation "windream – Server Installation", topic"Software Requirements for the windream database" and in therespective documentations on SQL Server provided by Microsoft.

Oracle 8.i / 9i / 10i (Standard / Enterprise Edition)• Database Oracle 8.i version 8.1.7.3 or higher, or Oracle 9i version

9.2.0.4 or higher, or Oracle 10i version 10.1.0.4 or higher must havebeen installed.

• InterMedia Text-Option must be installed.• Oracle Client 8.1.7 with ORAOLEDB provider 8.1.7.3.2, Oracle

Client 9.2.0.4 with ORAOLEDB provider 9.2.0.5 or ORAOLEDBprovider 10.1.x must have been installed.

Note: ORAOLEDB provider 10.2.0.1 may NOT be used, as –partly – a connection from the windream DMS service to the


database cannot be established. Further information on this can befound in the documentations of Oracle.

• Database instance and service must be installed and launched.• Access to database instance over sqlplus via Net8 must be possible.


Further requirementsFurther requirements which have to be fulfilled for the installation ofthe windream Server will be described now.

Licence keyThe license data to be entered while running the setup program has tobe made available.

Path length of the program directoryThe maximum path length of the program directory in which the servercomponents are installed is limited and must not be more than 800characters (see "Important Warning" at the beginning of thedocumentation "windream – Server Installation").

windream users and groupsThe windream user accounts and group accounts which are necessaryfor the installation and the operation of the windream Server servicesare created by the setup program. The windream mainuser and thewindream group of all windream users are created (default:windream users). The name and the password of the mainuserand the name of the windream group have to be determined before theinstallation (for example by an administrator) or they can be chosenfreely while running the setup program.

If the windream Server is installed on a Windows 2000 / 2003 Serverwhich is logged on to a domain, you will also have to create thewindream mainuser account on the corresponding domain controlerwith the same name and password as on the windream Server. This isnot automatically executed by the setup program.

Note: Setup offers a separate dialog box for the configuration andcreation of the windream mainuser account and the windreamgroup. The windream mainuser and the group are configured bysetup according to the entries made at this point. The mainuser andthe group will only be created if they have not been available so far.Additionally, these entries are also used for the necessary DCOMsettings and the system settings.

You can find further information on the creation of user accounts andgroup accounts in the documentation "windream – Server Installation"under "Creating windream user accounts" and "Creating windreamgroup accounts".


MS SQL Server administrator loginThe setup program requests an MS SQL Server Administrator Login todetermine the MS SQL Server authentication for the creation of thedatabase.

If the Windows NT authentication shall be used as MS SQL ServerAdministrator Login, you have to be a member of the SQL Serveradministrator group. Then, any further information is not necessary.

If the SQL Server authentication shall be used as MS SQL ServerAdministrator Login, you have to know the name and the password ofthis SQL Server Administrator Login or you have to create acorresponding user-account in the SQL Enterprise Manager inadvance.

You can find further information on the MS SQL Server authenticationin the documentation "windream – Server Installation" under the topic"MS SQL Server Authentication".

Oracle administrator loginAn Oracle DBA Login will become necessary for creating thewindream database when running the setup program (explicitauthentication). Thus, you will have to know the name and thepassword of the Oracle database administrator login used, or arespective user account must – if necessary – be created in advance.

Please cf. further notes on Oracle authentication in the documentation"windream – Server Installation", topic "Oracle Authentication".

Database dataDepending on the database used, the following information must beprovided for being entered while running the setup program of thewindream database installation:

• Name of the Server on which MS SQL Server is installed, or• name of the Oracle Net8 Service, over which the Oracle instance to

be used is addressed.

Oracle CTXSYS loginWhen using Oracle, the name and the password of the OracleCTXSYS-user is additionally required for entering the CTXSYS Loginwhile running the setup program (default: ctxsys).


Installing the windream Server (setup)Please launch the windream Server setup only after having carefullychecked the listed items.

After the start of the setup program, the setup assistant will lead youthrough the single steps of the installation. Follow the instructionsdisplayed in the corresponding dialog boxes.

Software licence agreementPlease read the Software Licence Agreement carefully. With theinstallation of the windream Server, you confirm the LicenceAgreement.

Information on system requirementsHere, the necessary requirements of the system are listed again.

Setup typeAfter that, you select the type of setup in the dialog box Setup Type. Youcan execute a user-defined installation or the standard installation(which we recommend).

During the standard installation, the components necessary for theoperation of the windream Server services are installed. A lateradjustment meaning a later installation of single components is possibleany time.

If you choose the user-defined setup, you can make a selection of thecomponents you want to install. You can find further information onthis in the documentation "windream – Server Installation" under thetopic "Select Components (only user-defined)".

Updating system librariesThe setup program checks existing system libraries and installs missingor newer versions of the necessary components (DLL files). Afterhaving updated the system libraries, restart your computer. After that,you will have to start the setup program again to complete theinstallation.

Installing the databaseHere, you determine whether the setup program shall install or updatethe windream database automatically, or whether it shall only run the


installation routines with the procedures for manual installation /adjustment of the database.

Figure 1: Installation of the windream server – installing the windream database

Install database Use this option, if the required actions for a (new )installation or for anupdate of the windream database shall be run by the setup program.This is the default setting.

Only log databaseevents

Use this option, if the required events shall not be run by the setupprogram, but manually. The setup program will then create the requireddirectories in the windream program folder (\windream\DB\),install the required files and log the steps to be made manually in fileDB\Database_Actions_<timestamps>.log.

windream user authenticationThe user and group administration of windream version 4.0 supportsWinNT and LDAP (Lightweight Directory Access Protocol) as ActiveDirectory service providers. Depending on the provider used, youselect the respective option here.


Figure 2: Installation of the windream server - windream authentication

Active DirectoryWinNT provider

Use this option, if the functions of the WinNT provider shall be usedfor the windream user and group administration. This is the defaultsetting.

In this case, local users and groups of the windream server and alsousers and groups of the Active Directory domain can be used.

You can only use one group hierarchy level. This means that a global oruniversal group can be member of a local windream group. No furthergroup hierarchies will be evaluated.

Active DirectoryLDAP provider

Select this option to use the functions of the LDAP provider. In thiscase, you will only be able to use user and group accounts of the ActiveDirectory domain. This also refers to the windream mainuser and tothe group of all windream users.

Several group hierarchy levels can be used. This means that a global oruniversal group can be member of a local windream group. Furthergroup hierarchies will also be evaluated; this will also allow complexgroup hierarchies.

Licensing dataEnter your name, company, department and the licence key which youreceived from your windream partner in the dialog box windreamLicensing.


Figure 3: Installation of the windream Server – entering licence information

Via command button From file you can open and read the file (Default:WMCustom.ini) containing the license data which you receivedfrom your windream partner.

Select destination folderPlease enter the destination folder for the windream Server installationin dialog box Select Target Path.

windream TDI settingsUse the preset port number of the field named Port. All workstationswill communicate with the connected Server via this port number(default: 1122).

Please read further information on the port number in thedocumentation "windream – Server Installation" under the heading"windream TDI Settings".

windream ObjectStore presettingsIn the dialog box windream ObjectStore default settings, you enter the Servername and the port on which the windream ObjectStore Service isinstalled. This is only required, if the ObjectStore has been determinedfor executing long-term archiving processes. Otherwise, you will nothave to make any entries here.

Additionally, the windream mainuser is authorized to access theObjectStore determined here. However, this is only possible if the


ObjectStore Service has been installed on the same application serveron which the windream services operate.

Otherwise, the authentication of the windream mainuser has to beexecuted manually. This is also to be done if the ObjectStore Service isinstalled after the installation of the windream Server Services.

Please read further information in the documentation "windream –Server installation" under topic "Access right of the windreammainuser".

windream file storage directoryIn the dialog box windream Filestore directory, you determine the directoryin which documents will be stored that are assigned to the defaultdocument type (Standard) in windream (working area of the defaultdocument type). Enter a directory here which is equipped withsufficient space to store all newly acquired documents (recommendedat least 1 GByte).

Figure 4: Installation windream server – configuring the file storage directory

The working area of the default object type is configured on thiswindream file storage area. This configuration can be changedafterwards with the windream Management Console.

All currently acquired documents are first assigned to the default objecttype. After that, these documents can be assigned to another objecttype whose working area is possibly linked to another windream filestorage.


Note: The directory of the windream file storage may not be thesame as that of the temporary directory determined during theinstallation.This directory (as well as other file storage directories determinedlater) should be created on an NTFS file system (configured with asmall block size, for example 1024 Byte), in order to occupy as lessstorage capacity as possible.

Please read further information concerning the directories forwindream file storage in the documentation "windream – ServerInstallation" under the topic "windream Directories for File Storage".

windream temporary directoryIn the dialog box windream Temporary Directory you determine thedirectory in which windream shall store temporary files. The directorynamed <windream Program Directory>\Temp is preset.

Figure 5: Installation windream Server – determining the temporary directory

Ensure that enough hard disk capacity is available for this directory(recommended: at least 500 MByte).

Note: The windream temporary directory may not be the same asthat of the windream file storage directory determined in the setupprogram.


Please read further information concerning the directories forwindream file storage in the documentation "windream – Serverinstallation" under topic "windream directories for file storage".

windream databaseIn the dialog box windream Database you enter the information necessaryfor the windream database. Depending on the database used (SQLServer or Oracle), one of the following dialog boxes will appear forentering database data. Except the entry for the SQL DB Server nameor the Oracle Net8 Service name, all entries will be identical.

MS SQL Server

Figure 6: Installation of the windream Server – entering database data for SQL Server

Oracle

Figure 7: Installation windream server – entering database data for Oracle


DB server name orNet8 service name

MS SQL Server:In this field, you enter the name of the server on which the MS SQLServer is installed. The local server name is preset.

Oracle database:In the field named Net8 Service Name, you enter the name of the OracleNet8 Service over which the Oracle instance is addressed on which thewindream database shall be created.

DB name Here, you enter the name of the windream database. As default, thename is preset by windream.

DB ID Unique Database-ID. This can be set to 1 for test installations.Otherwise, you enter the DB ID which you received from yourwindream partner.

Note: If – during the entry of licensing data – the respectiveinformation is read from the file you received from your windreampartner, the DB ID will also be read and will already be preset here(see chapter "Licensing data").

DB mainuser/password/ confirmpassword

In the fields DB Mainuser, Password and Confirm password, you enter thename and password of the windream mainuser. You must know thename and the password with which the mainuser account shall becreated, or they can be chosen freely here. This user authentication(name and password) must be used in the following dialog box forcreating the windream mainuser account. The respective fields of thatdialog box will be preset with the entries made here.If the user account has not been created yet, this will be done by thesetup program (except that the account for the windream mainuser hasbeen created on a domain and that the windream Server is NOT thedomain controller). If the user account will be received from a domaincontroller, please enter the name as follows: <DOMAIN>\username.

Note: In case the windream mainuser account determined hereshould already be available on the target system, a check of thepassword entered here will be executed. If this check fails, if theuser-ID does not exist or if the password entered is incorrect,respective messages will be displayed, but the setup program willnot be cancelled. You will be able to correct the entries before thesetup routine is continued. In any case, ensure that the user–ID orthe password entered is correct.

Path for SQL Server osql-/ Oracle sqlplus programThe database installation on SQL Server or on Oracle is executed overthe respective service program osql.exe or sqlplus.exe (the


respective calls will be logged in file WMInst.log after havingexecuted the setup). In case that the setup should not find this programin the expected program directory of the SQL Server, a dialog box willbe displayed in which the complete path of this program can beentered. In general, this case will not occur.

Oracle database settingsThis dialog box will only be displayed, if windream is used with Oracle.Otherwise, you can proceed with chapter "windream user / groupconfiguration" (see below). Enter the tablespace designator here, withwhich the windream mainuser shall be created on the Oracle instance.The instance to be used has previously been determined via the Net8service name.

The tablespace designators are preset with the default entries USERSand TEMP. In case that other tablespaces shall be used, you canmodifiy the entries in the fields respectively.

Figure 8: Installation windream server – Oracle database settings

Oracle CTXSYS loginThis dialog box will only be displayed if windream is used with Oracle.Otherwise you can proceed with chapter "windream user / groupconfiguration".

Here, you enter the Oracle CTXSYS user name (default: ctxsys) andthe password. This login will be used for assigning the right ofexecuting jobs on fulltext indexing to the windream mainuser. Please


cf. further notes on fulltext indexing in "windream – Serverinstallation“ under topic "Oracle jobs for fulltext indexing".

windream user / group configurationSetup offers a separate dialog box for the configuration and creation ofthe windream mainuser and the windream group of all windreamusers. In this dialog box, you enter the data (for example login name,user ID), with which the windream mainuser account will be createdand configured by setup. In order to determine the windream group ofall windream users, you select one of the options offered.

Figure 9: Installation of the windream server – windream user / group configuration

windream mainuserIn this group, you enter the login name, the full name and the passwordof the windream mainuser, with which setup shall create the windreammainuser account. These fields will be preset with the entries you havepreviously made for the database mainuser and a default naming for thefull name of the windream mainuser account to be created. The inputfields for the mainuser will be disabled, if you have already made therespective entries in the dialog box for the windream database.


The windream mainuser account will only be created again, if it has notbeen available yet. Additionally, these entries will be used in the systemsettings for the DCOM configuration of the DMS Service and thewindream Server services (DMS Service, Fulltext Service, Agent andThumbnail Service).

In case the windream mainuser account should already exist on thetarget system, a check of the password entered here will be executed. Ifthis check fails, if the user-ID does not exist or if the password enteredis incorrect, respective messages will be displayed, but the setupprogram will not be cancelled. You will be able to correct the entriesbefore the setup can be continued. In any case, ensure that the user–IDor the password entered is correct.

Note: If the windream Server is installed on a Windows 2000 or2003 Server and if this server is logged on to a domain, thewindream mainuser account will have to be additionally created onthe respective domain controller with the same name and passwordas on the windream Server. This will not be executed automaticallyby the setup program. When using Trusted Domains, the windreammainuser account must be created on all Domain Controllers (notexecuted automatically by setup).

windream groupsSelect the desired option here to determine the group of all windreamusers. An operating system group must exist, in which all users aremembers who shall work with windream. After the installation, thisgroup will be taken over into the windream user and groupadministration. Only members of this group will have access towindream. Thus, after having completed the installation, all users whoshall have access to windream must be assigned to this group in theuser and group administration of the operating system. After that, youadjust this group in the windream user and group administration overthe WMC in order to apply the changes in windream. A detaileddescription of the windream user and group administration can befound under the respective topic in the online help and the windreamGmbH documentation.

In order to determine the windream group of all users, you can create anew group or select an operating system group which is alreadyavailable.

• Create as local group (recommended)• Create as global group (not recommended)• Select existing group (not recommended).

Create as localgroup

Select this option to create a new operating system group on thewindream Server (recommended). Setup will create the new group with


the entries in fields for the group name and the comment. These fieldsare preset with the default values for the windream group (windreamUsers and All windream Users). The entries can be changed.However, we recommend to apply the presettings.

The group will only be created again, if it has not been available so far.

All users who shall have access to windream have to be assigned to thisgroup over the user and group administration of the operating systemafter having completed the setup routine.

Create as globalgroup

If the windream Server is installed on a PDC and if you want to createa new global operating system group, you will have to select thisoption. Setup will create this new group with the entries in the fieldsfor the group name and the comment. The fields are preset with thedefault values for the windream group (windream User and Allwindream Users). The entries can be changed. However, werecommend to apply the presettings.

The group will only be created if it has not been available so far.

All users who shall have access to windream have to be assigned to thisgroup over the user and group administration of the operating systemafter having completed the setup routine.

Note: The option for creating a global group will only be enabledif the windream Server is installed on a PDC.

Selectexisting group

Select this option, if you want to determine an already existingoperating system group as windream group. You determine the desiredgroup over the command button for selecting a group.

When entering the group name you should consider that the designatorof the Domain or the Server on which the selected group is createdmust also be determined (<MYDOMAIN>\Group name orServer name\Group name).

Setup will execute the following actions according to the entries made:

• windream mainuser account is created, if it is not yet existing.• Group "windream Users" will be created depending on the option

selected (if not yet available) and taken over into the windream userand group administration.

• DCOM settings for the windream DMS Service and the ThumbnailService will be made.

• Settings for the windream Services (DMS Service, Fulltext Service,Agent and Thumbnail Service) are made in the system settings.

Note: After a re-installation of windream during which thewindream group “windream user” is created, the installing user(e.g. “administrator”) will only be authorized to use the windreamServices on the Server, if he is at least member of the windream


groups of all windream users and the windream Administratorgroup.Thus, after having completed the installation, you will have toassign the users to the respective groups in the user and groupadministration of the operating system. After that, these groupsmust be taken over into the user and group administration ofwindream, the administrator group must be determined and theadjustment must be executed. These configurations are to beexecuted under the user ID of the windream mainuser. Furtherinformation can be found in the detailed description of thewindream Server installation (see topics "Creating windream groupaccounts", "Creating windream user accounts" and "Furtherrequirements for the windream operation").

Select program folderPlease enter the program folder under which the windream programshall be displayed in the Start menu in the dialog box Select ProgramFolder.

SQL Server authenticationHere, you select the kind of authentication for MS SQL Server forinstalling and configuring the windream database. If you use Oracle,please proceed with chapter "Oracle Authentication" (see below).

Figure 10: Installation windream Server – SQL Server authentication

Note: In order to check the user data entered, setup will try to login to the previously determined database with the user ID entered.In case of errors, respective messages will be displayed. In order to


solve problems, you can correct the entries in the dialog fields forthe database configuration. Setup can then be continued withoutchanges. In this case you will get a message that the databaseinstallation could not be executed correctly, as a login to thedatabase failed.

Windows NTauthentication

Choose this option, if the currently logged in user is a member of theSQL Server admin group and if the NT authentication shall be used asMS SQL admin login. Generally, the setting Windows NT authentication issufficient (default).

SQL Serverauthentication

Choose this option, if the SQL Server authentication shall be used asMS SQL Server Administrator Login. In the fields Name and Password,you enter the user identification of the user who has previously beenlogged in to the SQL Enterprise Manager.You can find more information on MS SQL authentication in thedocumentation "windream – Server Installation" under "MS SQLAuthentication".

Oracle authenticationAt this point, you enter the information concerning the Oracleauthentication for installing and configuring the windream database. Ifyou use MS SQL Server, proceed with chapter "Start copying process"(see below).

Figure 11: Installation windream Server – Oracle authentication

Note: In order to check the user data entered, setup will try to login to the previously determined database with the user ID entered.


In case of errors, respective mesages will be displayed. In order tosolve problems, you can correct the entries in the dialog fields forthe database configuration. Setup can then be continued withoutchanges. In this case you will get a message that the databaseinstallation could not be executed correctly, as a login to thedatabase is not possible.

Explicitauthentication

Oracle only supports the option Explicit Authentication. An NT-authentication is not supported. Enter the data of the Oracle DBALogin to be used in the fields DBA Name and Password.You will find further information concerning Oracle Authentication inthe documentation "windream – Server Installation", topic "OracleAuthentication".

Start copying processPlease, check your entries again. Especially the licensing informationand the port settings should be checked carefully. After that, start thecopying process.

Setup completeAfter having completed the installation you can display the logfiles andthe readme file for the installation.

The windream services can automatically be started after havingcompleted the setup. It is not necessary to reboot the system.


Final installation stepswindream creates the WMShowLg.bat file in the windreamapplication directory, which contains all logfiles created by the setup.According to these files, you can check whether the installation hasbeen executed successfully. These files can be displayed after theinstallation. Additionally, you can start the windream services and thewindream Control Center at the end of the installation.

Viewing log files

At the end of the installation you can determine by selectingcorresponding options, whether the logfiles which are created by thesetup and the readme file for the server installation (filereadme.txt) shall automatically be displayed or not.

It is also possible to display these files afterwards by executing the fileWMShowLg.bat in the program directory of windream.

Starting the windream servicesAfter the installation has been completed successfully, the windreamServices can be started and the startup type can be set toAutomatical. In addition, the windream Control Center withwhich the windream configuration and the windream Service Managercan be started, will be enabled.

DCOM configuration and system settingsWhen installing the windream Server services, the necessary DCOMconfigurations, system settings and settings of the windream configurationwill automatically be executed. For the configuration and the creationof the windream mainuser account and the windream groups, aspecific dialog box is offered in the setup. All further settings which areexecuted automatically by the setup do not need any additional entries.

You can find more information on the single configurations and systemsettings under "Basic settings" in the documentation "windream –Server installation".


Checking the installationIt is possible to check the process of the installation with the help oflog files after the installation.

Note: In the local <WINDOWS_NT> directory, a file namedWMInst.log is created, which describes the actions executed inthis setup (file is possiblycreated under C: ). It is recommended tosave this file (e.g. to copy it into the windream applicationdirectory) for trouble shooting.

You can find more information on the check of the installation in thedocumentation "windream – Server installation" under "Checkinstallation" and "List of windream Server log files and diagnosticoutputs".


After the installationIf you use Oracle, you will have to configure the Oracle job for fulltextindexing after having completed the installation (Oracle 8i only).

In order to be able to work with windream, you will have to install thewindream client software on a connected client computer after theserver installation has been completed. After that, you assign thewindream rights on the root-directory of the windream drive.

After that you will still have to make the necessary settings in the userand group administration of the operating system and in the windreamManagement Console. These actions are executed on the respectiveservers.

If you use MS SQL Server, you can proceed with the chapter named"Installing the windream client".

Configuring Oracle jobs for fulltext indexingAn Oracle job for fulltext indexing will be configured by the serversetup program, which synchronizes the fulltext index every 5 minutesand thus makes it retrievable. In order to execute this job, settingjob_queue_processes = 2 must be enabled.

Since Oracle 9i has been issued, this setting is made by default and thusit need not be adjusted. Under Oracle 8i, you will still have to make thissetting manually after the installation. The setup program displays arespective message which also contains the name of the initializing fileand the directory in which it is stored.

This setting can – for example – be set before starting Oracle in therespective initialising file. Thus, you open the initialising file<Inifile>.ora (for example init.ora) in a word editor. Linejob_queue_processes = 2 must exist in this file. If this entrydoes not exist, you can also add the line manually.

After having entered or changed this value, the database must be re-started via the DBA studio. Ensure that the correct initialising file isused on startup.

Additional notes on creating Oracle jobs can be found in thedocumentation named "windream – Server installation" under topic"Oracle jobs for fulltext indexing".

Installing the windream clientExecute the client Installation in the way it is described in thedocumentation "windream – Client Installation". After having startedthe setup program, the setup assistant will lead you through the


installation steps. Follow the instructions in the corresponding dialogboxes.

Assigning windream rights on the root directoryAfter the client installation has been finished, you will have to assignthe windream rights on the root directory of windream. Theassignment of rights on the root directory of the windream drive andalso the creation of initial folders and the assignment of rights on thesefolders is executed from a connected client computer. These actionshave to be executed by the windream mainuser.

RECOMMENDATION:

Create the main folders which are important for your company on theroot level (windream drive) and assign the initial rights to these folders.After that, remove the rights of editing (NOT the rights of reading)from the root level for all windream groups, except the windreamadministrator group. This prevents for example an unintentionalcreation of temporary files by executing the setups and also a non-coordinated creation of files in the root directory.

In the following, it is described how to assign the initial rights. You canfind a detailed description of the administration of rights in the online-help, which you can start via command Help from the windreamControl Center or from tab page Rights.

How to assign the initial rights to the windream rootdirectory

1. Log in as windream mainuser to a connected client (required is theinstallation of windream client software).

2. Start the windream services (VFS-service). 3. Select the windream drive. 4. Click Properties in the context menu. 5. Switch to tab page Rights. 6. Assign the necessary rights to the user groups by adding therespective groups and setting the required rights by clicking thecorresponding checkboxes.

7. Click OK to apply the settings and to close the dialog box.

After that, you switch to the windream drive and create the firstnecessary folders using the commands of the Windows Explorer. Then,assign the rights to these folders.


Further requirements for operating windreamIn addition to the configurations and settings made by the setupprogram, the operation of windream requires additional settings in theuser and group administration of the operating system and in thewindream Management Console. These settings are not executed bythe setup program and must thus be executed manually on therespective servers.

Settings in the user and group administration of the operatingsystemIf you have created a new group for the windream users when runningthe setup routine, you will have to assign all users to this group whoshall get access to windream. This assignment is executed over the userand group administration of the operating system and on the server onwhich the group has been created (see also topic "User and groupadministration" in the windream administration guide and in the onlinehelp provided by windream GmbH).

Settings in the windream Management Console (WMC)After the installation, different configurations are to be made in thewindream Management Console before operating windream. Thesesettings must be executed on the windream server under the accountof the windream mainuser. Thus, on the windream server, you log inlocally as windream mainuser and start the WMC. You will have toconfigure the following settings with the respective administrativefunctions:

• Apply users and groups who shall get access to windream in thewindream user and group administration.

• Determine at least one windream administrator group in thewindream user and group administration.

• Adjust users and groups.• Create the desired ObjectStores in the administration of the

windream Storages.• Create the required document and folder types with the

administration of object types (determine indices, ObjectStores andlife-cycle).

The description of these functions is not part of this documentation.Respective information can be found in the online help and in thewindream user and aministration guides provided by windreamGmbH.


ChecklistBefore starting the installation, please ensure that the followingsystem requirements are fulfilled.

1. Supported system architectures Yes No Un-known

1.1 One of the following three system architectures is available:

1.1.1 A Primary Domain Controller (PDC) is available, or1.1.2 A Windows 2000 / 2003 Server is available, which is logged in

at a domain, or1.1.3 a Standalone Server is available which is not a PDC.

2. Hardware requirements of the windream Server Yes No Un-known

2.1 Computer

2.1.1 Pentium Processor with at least 400 MHz or more

2.1.2 RAM: 128 MByte (recommended: 256 MByte)

2.1.3 Display: VGA or SVGA with at least 800x600 resolution

2.2 Hard disk capacity

2.2.1 About 200 MByte for the windream installation.

2.2.2 Free capacity according to the data volume for windream datain the database (incl. fulltext); requirement: SQL Server orOracle already installed.

2.2.3 At least 1 GByte for windream file storage.

2.2.4 At least 500 MByte for the temporary directory.

3. Software requirements of the Server for the windreamServices

Yes No Un-known

3.1 Operating System and Internet

3.1.1 Operating System: MS Windows 2000 Server with Service Pack4 or MS Windows 2003 Server installed

3.1.2 Internet: MS Internet Explorer 5.01 with Active Desktop andTask Scheduler installed

3.1.3 Microsoft MDAC 2.5 or higher installed

3.1.4 Microsoft Management Console 1.2 installed

3.1.5 Microsoft XML 3 (msxml3.dll version 8.10.8303.0)installed (only if ObjectStore Service has been installed and ifdocument archiving shall be executed including XML-data.

3.1.6 Adobe Acrobat Reader installed


3.2 Database: MS SQL Server

3.2.1 MS SQL Server 2000 incl. service pack 4 or Microsoft SQLServer 2005 (9.00.1399) installed

3.2.2 Recommended Codepage 1252 (ANSI-Server) set(will be set automatically by windream SQL Server setup)

3.2.3 Full-text Search installed (will be installed automatically bywindream SQL Server setup)

3.2.4 Sorting criterion Consider case sensitive writing (differentiatebetween small and capital letters) NOT enabled

3.2.5 Option SQL Server and Windows 2000 enabled in MS SQLServer Enterprise Manager for authentication.

3.2.6 MS SQL Server started

Depending on the expected data volume(cf. 2.2.1 to 2.2.3):3.2.7 Sufficient free hard disk capacity for SQL Server Database

3.2.8 If necessary: enough hard disk capacity for SQL Server Full-text files

3.3 Database: Oracle 8.i / 9i / 10i (Standard/Enterprise Edition)

3.3.1 Database Oracle 8i version 8.1.7.3 or higher, Oracle 9i v.9.2.0.4 or Oracle 10i v. 10.1.0.4 or higher installed

3.3.2 InterMedia Text-Option installed

3.3.3 Oracle Client 8.1.7 with ORAOLEDB provider 8.1.7.3.2,Oracle Client 9.2.0.4 with ORAOLEDB provider 9.2.0.5 orORAOLEDB provider 10.1.x installed.

Attention: ORAOLEDB provider 10.2.0.1 MAY NOT beused.

3.3.4 Database instance and service installed and launched

3.3.5 Access to database instance over sqlplus via Net8 is possible

Depending on the expected data volume (see item 2.2.1 -2.2.3):

3.3.6 Enough hard disk capacity available for Oracle DB

3.3.7 If necessary: enough hard disk capacity for Oracle InterMediacomponents

4. Further rquirements for the Server Installation Yes No Un-known

4.1 General

4.1.1 The license key or the file containing the key is available.

4.1.2 Path length of the program directory for server componentsdoes not exceed 800 characters.


4.2 Only, if item 1.1.2 is true:

4.2.1 windream Mainuser account must be created on the DomainController with the same name and password like on thewindream Server.

4.3 windream users and groups

4.3.1 Name and password of the windream mainuser has beendetermined or is known.

4.3.2 Name of the windream group of all users has been determinedor is known.

4.4 SQL Server authentication

Only if SQL Server authentication shall be used as Admin-Login for the configuration of the windream Database:

4.4.1 Name and password of the user who is configured asadministrator in SQL Server Enterprise Manager has beendetermined or is known.

4.5 Oracle authentication

4.5.1 Name and password of Oracle DBS Login for Oracleauthentication to create windream database was determined oris known.

4.6 windream database data (depending on the database used)

4.6.1 MS SQL Server: Name of Server on which MS SQL Server isinstalled is known.

4.6.2 Oracle: Name of Oracle Net8 Service is known, over which theOracle instance is addressed. Name and password of OracleCTXSYS user is known or has been determined for theCTXSYS login.

5. System requirements for the windream client(for client installation only)

Yes No Un-known

5.1 Hardware requirements client Computer

5.1.1 Processor with at least 100 mailboxes free hard disk space

5.1.2 At least one free drive letter for the windream drive

5.1.3 Hard disk capacity: at least 20 MByte (recommended: 50MByte or more)

5.1.4 Display: SVGA with 1024x768 resolution

5.2 Software requirements Client Computer

5.2.1 Operating System: Windows 2000 with service pack 4,Windows XP with service pack 2 or Windows Vista BusinessUltimate.

5.2.2 Additional components: MS DCOM 1.3 and DCOMConfig(for DCOM configurarion) installed


5.3.3 Internet: Internet-Explorer 6.0 or higher with Active Desktopand Task Scheduler installed

5.3.4 At least one free drive letter for the windream drive available

5.3.5 Microsoft Scripting Host 5.0 with Java/VB support installed

5.3.6 Microsoft XML 3 (msxml3.dll version 8.10.8303.0)installed (optional).

5.3.7 Control Panel Network Configuration: TCP/IP is configured

Optional for the Installation of the windreamManagement Console:

5.3.8 Microsoft Management Console V. 1.2 installed

Start the installation only, if all requirements are fulfilled.

34 Index

Index

AAssign windream rights 28

BBasic Settings

windream Server 25Basics

Installation windream Server 2

CCall

Server Setup 10Check

Installation 26Complete

Setup 24Components

windream Database 10Full-Text Extension 10

windream Full-Text Service 10windream Main Services 10windream System Libraries 10

Configurationwindream Server 25

Createwindream Group-Accounts 19windream Mainuser account 19windream User-Account 19

DDatabase 16

Installation 17System Requirements 5

Database SettingsDB ID 17DB Mainuser 17DB Name 17DB Server Name or Net8 Service

17DB ID

Database Settings 17DB Mainuser

Database Settings 17DB Name

Database Settings 17DB Server or Net8 Service Name

Database Settings 17Display of logfiles 25

Display of the logfilesWMShowLg.bat 25

FFile Storage Directory 14

HHard Disk Capacity

System Requirements 5Hardware Requirements

windream Server 4

IInformation 10Installation

Basics 2Check 26Database 17Display logfiles 25Requirements 4, 8System Requirements 4windream Server 1

Installation steps 2

LLicensing Data 12

MMS SQL Server Authentication 22

SQL Server Authentication 22Windows NT Authentication 22

OObjectStore

Installation 2ObjectStore Service Look at

ObjectStoreOracle Authentication 9, 23

Server Setup 23Oracle job for fulltext indexing 27osql.exe 17

RRequirements

Installation windream Server 4, 8

SSelect Components 10

Index 35

Select Destination Folder 13Select Program Folder 22Server setup

Authentiocation 11Database installation 10Information 10Software Licence Agreement 10

Server SetupCall 10Complete 24Database 16File Storage Directory 14Licensing Data 12ObjectStore 13Oracle Authentication 23Select Components 10Select Destination Folder 13Select Program Folder 22SQL Server Authentication 22Start 10Start Copying Process 24System Libraries 10Temporary Directory 15Type of Setup 10User / Group Configuration 19

Settingswindream Server 25

Software Licence Agreement 10SQL Server Authentication 22Start

Server Setup 10windream Services 25

Start Copying Process 24System Architecture 4System Libraries 10System Requirements

Database 5Hard Disk Capacity 5Installation windream Server 4windream Server 4windream Services 5

System Settingswindream Server 25

TTemporary Directory 15Type of

Standard 10Type of Setup 10

User-Defined 10

UUser / Group Configuration 19User authentications 11

WWindows NT Authentication 22windream Database See also

Databasewindream File Storage Directory See

File Storage Directorywindream Group-Accounts

Create 19windream Mainuser account

Create 19windream ObjectStore Look at

ObjectStorewindream Server

Basic Settings 25Configuration 25Hardware Requirements 4Install 10Installation 1Settings 25System Requirements 4System Settings 25

windream ServicesStart 25System Requirements 5

windream Temporary Directory SeeTemporary Directory

windream User-AccountCreate 19

WMCustom.ini 13WMShowLg.bat 25

Display of the logfiles 25

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