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Use this guide for fast and easy installation of Archive Center 16
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AR160200-00-IGW-EN-03
OpenText™ Archive Center
Installation Guide for Windows (Integrated Archive Installer)
AR160200-00-IGW-EN-03
Rev.: 2017-Nov-06
This documentation has been created for software version 16.2.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
Tel: +1-519-888-7111
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Fax: +1-519-888-0677
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Disclaimer
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,
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Table of Contents
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Table of Contents
GLS Glossary 67
iv OpenText Archive Center – Installation Guide for Windows (Integrated Archive Installer)
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Preface
About OpenText Archive Center
OpenText Archive Center is a lean, easy-to-install, easy-to-maintain archiving
solution based on the well-established core component Archive Server. It offers basic
metadata handling using a CMIS interface and supports various data sources, for
example, SAP systems and file archiving.
Note: Archive Center 16 EP2 can be used with or without the services
provided by the Application Layer. In the latter case, Archive Center continues
the feature set of previous Archive Server versions (10.5.0 and before).
This guide describes scenarios that use the Application Layer and web clients
explicitly.
For more information, see also OpenText Archive Center - Administration Guide
(AR-ACN).
DPs Archive Center uses Document Pipelines (and their “DocTools”) to import
documents in various scenarios. The Archive Center Installer provides the base
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About OpenText Archive Center
package “OpenText Document Pipeline Base” and a pipeline for document import
using CMIS (“OpenText Document Pipeline for Archive Center CMIS”) by default.
For more information, see also OpenText Document Pipelines - Overview and Import
Interfaces (AR-CDP).
My Archive OpenText™ My Archive, similar to Access, is an easy-to-use web client that allows
access to the archive. In contrast, it allows individual users to access their archived
documents. Users can view, search, and download the documents only if they have
appropriate rights.
Proxy OpenText™ Archive Center Proxy is an easy to set up and maintain client, which
securely connects the customer’s network with the cloud-based Archive Center and
also provides caching functionality. For more information, see OpenText Archive
Center Proxy - Installation and Configuration Guide (ARPRX-IGD).
Related documentation
Product docu- The following documentation is available for Archive Center on OpenText My
mentation Support (https://knowledge.opentext.com/docs):
• OpenText Archive Center - Administration Guide (AR-ACN)
This guide describes all configuration-related and administration-related aspects
of OpenText™ Archive Center.
• OpenText Archive Center - Scenario Configuration Guide (AR-CGD)
This guide describes the setup of scenarios for Archive Center, including
prerequisites and the usage of the applications OpenText™ Archive Center
Administration and OpenText™ Archive Center Access.
• OpenText Archive Center - Cluster Installation Guide (AR-ICLU)
This guide describes how to set up Archive Center as a highly-available and
data-secure active-active cluster.
• OpenText Archive Center Proxy - Installation and Configuration Guide (ARPRX-IGD)
This guide describes the installation and usage of OpenText Archive Center
Proxy.
• OpenText Archive Center Administration - Online Help (ARBA-H-AGD), OpenText
Archive Center Access - Online Help (ARAC-H-AGD), OpenText My Archive - Online
Help (ARMA-H-UGD)
Online help is available for Archive Center Administration, Archive Center
Access, and for My Archive.
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About OpenText Archive Center
Note: Update 16.2.1 delivers new features and fixes for Archive Center. In
this documentation we assume that Update 16.2.1 is installed.
• OpenText Document Pipelines - Overview and Import Interfaces (AR-CDP)
This guide describes concepts, tools, and scenarios of OpenText™ Document
Pipeline and gives detailed information on the standard DocTools.
Release Notes The Release Notes describe the following aspects in detail:
• The software supported by the product.
• Requirements.
• Restrictions.
• Important dependencies.
• Last-minute changes regarding the documentation.
• Identification codes of the current documentation.
The Release Notes are continually updated. The latest version of the Archive Center
Release Notes is available on OpenText My Support (https://
knowledge.opentext.com/knowledge/llisapi.dll/Open/52712069).
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Chapter 1
3rd-party The following software has to be installed on the computer before you install the
software Archive Center components. For the latest information, see the Release Notes on My
Support (https://knowledge.opentext.com/knowledge/llisapi.dll/Open/52712069).
Operating system
Archive Center requires Microsoft Windows Server 2012 R2 or Windows Server
2016.
Note: The Archive Center Installer does not check for this requirement.
Database
Archive Center requires Microsoft® SQL Server®, Microsoft® Azure® SQL
Database, or Oracle® Database. For information about the supported versions,
see the Release Notes on My Support (https://knowledge.opentext.com/
knowledge/llisapi.dll/Overview/67816615).
The database can be installed locally or on a remote system.
Java
Archive Center requires Java™ Runtime Environment 8 Update 72 or later.
Application server
Archive Center requires Apache® Tomcat™ 8.5.8 or later.
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Chapter 1 Prerequisites for Archive Center
Basic settings
See “Configuring basic settings” on page 10 for recommended settings.
OpenText™ Directory Services
Directory Services (OTDS) can either be installed locally or remotely, and you
can either use an existing instance or install a new one. Depending on which
landscape you want to use, the installation paths differ. For more information,
see “Setting up Directory Services” on page 19.
Procedure
• “Setting up Microsoft SQL Server or Azure SQL Database” on page 23
• “Setting up Oracle Database” on page 26
• “Installing Java” on page 14
• “Setting up Apache Tomcat” on page 14
• “Setting up Directory Services” on page 19
Hard disk layout Most disks for Archive Center must be mirrored with RAID 1, and there must be at
least three independent disks. The secure operation of the database requires one disk
for the database and two separate disks for the log files. Archive Center stores all
documents temporarily on hard disk. This disk must be protected by RAID 5 or
RAID 1.
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1.1. Configuring basic settings
For the disk layout of an Oracle Database, see the Oracle documentation (http://
www.oracle.com/pls/db112/homepage).
For the disk layout of a Microsoft SQL Server database, see the following MSDN
entries:
Unwanted frag- Be aware that the file system may fragment disk partitions in an undesirable
mentation manner, depending on the used type of file system. This can lead to incorrect free
space detection, causing attempts to write data to the file system to fail, resulting in
a “no space left on device” message.
Ports to open Archive Center requires the following ports, which must be configured in the
firewall:
RPC
Tools and administration interface: 4020, 4027, 4030, 4032, 4033, 4034
TCP
HTTP/HTTPS ports for Tomcat as defined in the server.xml file (default: 8080,
8090)
Enforcing In mixed IPv4/IPv6 environments, you may need to enforce preferred usage of one
protocol of the protocols.
Tip: In the Start menu, search for edit the system environment
variables.
Related Topics
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Chapter 1 Prerequisites for Archive Center
Do the same for the connection to the Enterprise Scan, if you use the mass scanning
scenario. Make sure that lookup and reverse lookup are working. If you are using a
remote database, do the same for the database server.
Note: These commands set the minimum port number to 8091 (by default,
Archive Server uses port 8090 for HTTPS). If your system requires a
different setting, for example, because an application needs a certain port
above 8091, change the commands correspondingly, where num = 65535 −
start.
For IPv4
netsh int ipv4 set dynamicport tcp start=8091 num=57444
netsh int ipv4 set dynamicport udp start=8091 num=57444
For IPv6
netsh int ipv6 set dynamicport tcp start=8091 num=57444
netsh int ipv6 set dynamicport udp start=8091 num=57444
2. Use following commands to verify the result of the previous step (for IPv6,
replace IPv4 accordingly):
and
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1.1. Configuring basic settings
---------------------------------
Start Port : 8091
Number of Ports : 57444
3. Click OK.
You will be asked for credentials and you must restart the computer.
1. Open Device Manager > Disk Drives > Properties of the drive > Policies.
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Chapter 1 Prerequisites for Archive Center
1. Download Java (JDK or JRE) version 8 Update 72 or later for Windows (64-bit)
from the Oracle website (http://www.oracle.com/technetwork/java/javase/
downloads/index.html).
Note: Oracle only offers the latest version over the above link. When Java
8 is no longer available, you can get it from the Oracle Support pages
(https://support.oracle.com/epmos/faces/DocumentDisplay?id=1439822.1).
OpenText recommends running Archive Center with the current JDK update
version to avoid security and stability issues.
Note: You must install the JRE. The JDK alone is not sufficient.
1. Install Tomcat.
2. Configure Java options to optimize performance and further Tomcat
components.
3. Configure the Tomcat user and the Tomcat connectors.
1. Download the Windows Service Installer for the Tomcat software version 8.5.8
or later from https://tomcat.apache.org/download-80.cgi.
Notes
• Do not use the ZIP file to install Tomcat.
• Do not select the Native support because the used version of OpenSSL is
incompatible with Archive Center.
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1.3. Setting up Apache Tomcat
Note: For optimal performance, set Initial memory pool and Maximum
memory pool to the same value.
4. In the Maximum memory pool box, the value you enter should be proportional
to the number of users Directory Services will manage. OpenText recommends
entering a minimum value for Maximum memory pool as follows:
5. Click OK.
7. In the line starting with .handlers = ..., remove the entry java.
util.logging.ConsoleHandler and save the file.
Note: This step is only required if Archive Center must support OpenText
Archive Center Proxy.
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Chapter 1 Prerequisites for Archive Center
Example:
...
<Context>
<CookieProcessor
className="org.apache.tomcat.util.http.LegacyCookieProcessor" />
2. In the console tree, select Groups, and then open the Properties of the
Administrators group.
3. Click Add, browse for the Tomcat user, and then click OK twice.
Tomcat user You must run Tomcat with a user. Do not use the local system account.
3. Enter the name and password of the user to run the Tomcat service.
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1.3. Setting up Apache Tomcat
Important
When enabling SSL/TLS, OpenText recommends using a server certificate
from a Certificate Authority. The root certificate must be trusted by the JRE
or JDK and correctly imported into the truststore (for example, <JRE_HOME>
\lib\security\cacerts or <JDK_HOME>\jdk8\jre\lib\security
\cacerts).
For information about enabling SSL/TLS, see the Tomcat SSL Configuration
HOW-TO (https://tomcat.apache.org/tomcat-8.0-doc/ssl-howto.html).
Example:
<Connector port="8080"
protocol="HTTP/1.1"
redirectPort="8090"
connectionTimeout="20000"
disableUploadTimeout="true"
enableLookups="false"
/>
Notes
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Chapter 1 Prerequisites for Archive Center
Example:
<Connector port="8090"
SSLEnabled="true"
scheme="https"
secure="true"
sslProtocol="TLS"
sslEnabledProtocols="TLSv1.2,TLSv1.1,TLSv1"
protocol="HTTP/1.1"
acceptCount="100"
maxHttpHeaderSize="8192"
maxThreads="150"
minSpareThreads="25"
algorithm="SunX509"
clientAuth="false"
disableUploadTimeout="true"
enableLookups="false"
Notes
• If you want installations of Archive Center Proxy to use a certificate to
authenticate against Archive Center (rather than user and password), set
clientAuth to want.
• Keep the default value for protocol (HTTP/1.1).
Do not use protocol="org.apache.coyote.
http11.Http11AprProtocol".
• Keep the default value for disableUploadTimeout (true).
• Keep the default value for enableLookups (false).
Further For more information, see the Tomcat SSL Configuration HOW-TO (https://
information tomcat.apache.org/tomcat-8.5-doc/ssl-howto.html).
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1.4. Setting up Directory Services
Related Topics
• “Prerequisites for Archive Center“ on page 9
• “Configuring Tomcat options” on page 15
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Chapter 1 Prerequisites for Archive Center
Resource
Archive Center is represented in OTDS by a resource (a unique name and an
identifier). The Archive Center Installer takes care of creating the resource
automatically.
For more information, see Section 5.2.2 “Creating a synchronized resource” in
OpenText Directory Services - Installation and Administration Guide (OTDS-IWC).
Impersonation right
Directory Services requires the “impersonate user” right. The Archive Center
Installer sets this right automatically.
For more information, see Section 5.3 “Configuring access to your resources” in
OpenText Directory Services - Installation and Administration Guide (OTDS-IWC).
ACLs
The CMIS ACLs must be based on OTDS user IDs (not on the user name).
Names of users and groups are treated case-insensitive in OTDS, while CMIS
allows for case-sensitive names. If the ACLs are based on the user name it can
happen that permissions are not mapped correctly, because CMIS distinguishes
between, for example, access.default@OTInternal and access.
default@otinternal.
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1.4. Setting up Directory Services
FILE SHARE
Use Directory Services to let file share users be able to access their files using a
CMIS interface. File share users are mapped to Directory Services users.
MY ARCHIVE
Use Directory Services to let users have web access to their archived documents
through My Archive. You must allow the corresponding Directory Services
users to access Archive Center by adding them to the access role of Archive
Center.
My Archive users must be members of the OTDS group OTInternal
\<tenant>_UG, either directly or through another group membership.
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Chapter 2
Archive Center supports Microsoft SQL Server, Azure SQL Database, and Oracle
Database. The database can be installed locally or remotely.
• You can either use an existing database or create a new database. The database
can reside on the computer on which Archive Center is installed or on a
dedicated database server.
• The Microsoft SQL Server or Client software has to be installed beforehand. For
remote database servers, the database and database user must have been created.
• If you use a local installation of SQL Server, the Archive Center Installer will
create the database and the user.
• For mandatory characteristics of the database for Archive Center, see “Database
characteristics” on page 23.
• SQL Server must use static ports. Dynamic ports will not work. For more
information, see “Configuring network connectivity” on page 47.
For a detailed instruction how to install an example SQL Server database for Archive
Center, see “Appendix: Setting up the database in Microsoft SQL Server“
on page 47.
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Chapter 2 Setting up the database
SQL SERVER
• Recovery model must be Full.
• Auto Close must be False.
• Auto Create Statistics must be True.
• Auto Shrink must be False.
• Auto Update Statistics must be True.
• Close Cursor On Commit Enabled must be False.
• ANSI NULL Default must be True.
• ANSI NULLS Enabled must be True.
• ANSI Padding Enabled must be True.
• ANSI Warnings Enabled must be True.
• Arithmetic Abort Enabled must be True.
• Concatenate Null Yields Null must be True.
• Numeric Round-Abort must be False.
• Quoted Identifiers Enabled must be True.
• Page Verify must be CHECKSUM or TORN_PAGE_DETECTION.
Note: CHECKSUM protection can catch more errors but is also more
resource intensive than TORN_PAGE_DETECTION. For details, see
the Microsoft website (http://msdn.microsoft.com/en-us/library/
aa337525.aspx).
• SQL Server must be configured to support at least 200 concurrent
connections (default: unlimited).
This value depends on the web server configuration value for the maximum
number of supported threads. For Apache Tomcat, this is the maxThreads
connector parameter. Set the database processes parameter to maxThreads +
50.
• There must be two non-default file groups for Archive Center data and
index, respectively.
• The database user provided for Archive Center must be the dbo of the
database; see below for details.
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2.1. Setting up Microsoft SQL Server or Azure SQL Database
Permissions for During the installation of Archive Center with a local instance of SQL Server, the
creating and database user is created as database owner with the full scope of assigned
running the
Archive Center
administration permissions. However, technical users who run an Archive Center
database database on a regular basis do not need the full scope of administration permissions
that are required for creating a database. Following security considerations, the
permissions of the database account used by Archive Center can be reduced after
successful installation.
For more information, see “Rights for database users before and after installation”
on page 50.
a. Install Microsoft Command Line Utilities for SQL Server, available from the
Microsoft website (https://www.microsoft.com/en-us/download/
details.aspx?id=53591), which require the Microsoft ODBC Driver for SQL
Server (https://www.microsoft.com/en-us/download/details.aspx?
id=53339).
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Chapter 2 Setting up the database
3. The script shows the affected rows per tested feature (lines starting with
“(0 rows affected)”, for example).
The script must not yield any messages beginning with FATAL:.
If you do not get any FATAL: messages, the configuration of connection and
user is correct.
The Oracle server or client software has to be installed beforehand. A database and a
database user must have been created. For mandatory settings of the database for
Archive Center, see “Database characteristics” on page 27.
For a detailed instruction how to install an example database for Archive Center, see
“Appendix: Setting up the database in Oracle Database“ on page 53.
Important
To be able to connect to Oracle Database, additional client software is
required: Either install the Oracle Instant Client for Windows or the Oracle
Full Client for Windows. This is true even if the Oracle Database resides on
the same host.
The bin folder of the client software must occur in the PATH variable before
the bin folder of the server software.
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2.2. Setting up Oracle Database
This value depends on the web server configuration value for the maximum
number of supported threads. For Tomcat, this is the maxThreads connector
parameter. Set the database processes parameter to maxThreads + 50.
• There must be at least two non-default tablespaces with a block size of 8 KB for
the Archive Center data and index, respectively. These tablespaces must not be
named data and index. To verify, execute
Example:
RACLINUX =
(DESCRIPTION =
(ADDRESS = (PROTOCOL = TCP)(HOST = rac-cluster01.example.com)
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Chapter 2 Setting up the database
(PORT = 1521))
(CONNECT_DATA =
(SERVER = DEDICATED)
(SERVICE_NAME = ORCL)
)
)
3. Before starting the Archive Server setup, ensure that at least one dedicated node
is running.
4. During the Archive Server setup, enter the following database parameters:
Important
Ensure that the owner of the Apache Tomcat process has at least read access
on the $ORACLE_HOME\network\admin\tnsnames.ora file.
Example:
sqlplus ecr/ecr@ecr_<db_host>
@StPreSchemaCreateOracle.sql
You are prompted for the data and index tablespace names.
3. The script must not yield any messages beginning with FATAL:.
If you do not get any FATAL: messages, the configuration of connection and
user is correct.
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2.2. Setting up Oracle Database
Example:
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Chapter 3
Installing Archive Center
Related Topics
• “Prerequisites for Archive Center“ on page 9
Background
• “About OpenText Archive Center“ on page v
Oracle RAC Ensure to avoid switches to another database node while running the setup. During
installation, switches do not happen transparently for Archive Center. The
installation can fail in this case.
Remote setup
If you want to run the installer using Microsoft Remote Desktop
(Terminal Service Client), you must use the /admin option when
establishing the remote session.
3. Run ArchiveCenterInstaller_16.2.0.exe. The Archive Center Installer
starts.
4. Accept the License Agreement.
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Chapter 3 Installing Archive Center
5. The Archive Center Installer checks the prerequisites. When all checks have
finished successfully, click Next.
Single tenant
Archive Center is installed on a dedicated server within the company’s
network. Only one tenant is used, meaning that write and read requests
are not separated. Archive Center Proxy is only required in certain
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3.1. Running the Archive Center Installer
Select Tomcat
Select the instance of Tomcat to be used (if applicable).
SQL SERVER
• Local database
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Chapter 3 Installing Archive Center
• Remote database
Important
The database must exist.
Important
The database must exist.
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3.1. Running the Archive Center Installer
ORACLE DATABASE
Server name Enter the name of the computer hosting the database.
If the database is an Oracle RAC, enter the name of the
RAC cluster.
Important
Do not enter localhost, even if the database
resides on the same computer. Instead, enter
the actual hostname.
Port Enter the port configured for the database; default:
1521.
Database name Enter the name of the database.
Important
The database must exist.
Important
Only local paths are supported.
UNC paths or mapped network drives will not
work.
Local Oracle home Enter the folder of the Oracle installation.
If you use Oracle client, enter the folder of the Oracle
client installation.
If you use Oracle instant client, enter the location to
which the Oracle instant client package was extracted.
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Chapter 3 Installing Archive Center
Note: Archive Center Installer tries to connect to the remote database for
30 seconds. In case of incorrect entries for server name, instance, or port,
the title bar shows “(Not Responding)” and you have to wait for the result
of the connection test.
10. On the Directory Services page, do one of the following:
• To install a new, local instance of OTDS, select the corresponding option and
choose a password for the OTDS administrator (otadmin@otds.admin).
• To use an existing installation of OTDS, select the corresponding option and
specify the connection credentials. Enter the OTDS server URL in the form
<protocol>://<hostname>.<domain>:<port>, for example: https://
otdsserver.example.com:8090
Do not add any characters after <port>. For example, https://
otdsserver.example.com:8090/ will fail.
11. On the Folders page, you can change default parameters if required, for
example, installation folders. For details, see “Folder settings” on page 38.
Important
Do not use the default folders for production systems. Plan carefully
where to locate the files for the database and for temporary storage as
these may become very big.
If an installation fails
In case of an error during installation, click Close. To find out which setup
caused the error, see the %temp%\OpenText\
Installer_<date>_<time>_.log file.
See also “Troubleshooting” on page 39.
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3.1. Running the Archive Center Installer
Important
Immediately set the password of the dsadmin user (using
Administration Client). For more information, see “Changing the
dsadmin password” on page 43.
Changing the password of dsadmin is also required when using
OTDS.
• Local SQL Server only: A database named AC<n> was created in SQL Server
with a user named acadmin.
• Archive Center was started automatically (that is the Apache Tomcat and
Archive Spawner processes).
• If you want to store the summary information for future reference, click
Save Summary.
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Chapter 3 Installing Archive Center
Creating tenant Before users can sign in to Archive Center Administration, their tenant group must
exist. In the multi tenant operation mode, Archive Center Installer can create a
tenant for demonstration purposes. In the single tenant operation mode, no tenant
should have been created. You must create the tenants in Administration Client:
Users and Groups > System > New Tenant. For more information, see Section 9.7
“Creating tenants” in OpenText Archive Center - Administration Guide (AR-ACN).
Related Topics
• “Setting up Apache Tomcat” on page 14
• “Setting up Directory Services” on page 19
No overlapping folders
All installation and configuration folders must be distinct. For example, you
cannot use one folder for the exports and for the search index.
Installation folder
Folder where Archive Center is installed.
Configuration folder
Folder where configuration data is stored.
DB data files
Folder for the database’s data (MDF) files (local database only).
DB index files
Folder for the database’s index (NDF) files (local database only).
DB log files
Folder for the database’s log (LDF) files (local database only).
Export folder
Folder in which the My Archive and Archive Center Access web clients save
files when their export function is used.
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3.3. Troubleshooting
Important
Depending on the scenario and usage, the exported files or their number
can become very big. Ensure that you provide enough disk space for the
export directory.
You can also change the folder location later using the Directory for the
generated EDRM-XML files configuration variable (internal name:
AS.AS.BIZ_EXPORT_DIRECTORY).
Important
Depending on the scenario and usage, the index can become very big.
Ensure that you provide enough disk space.
You can also change the folder location later using the ES_DATA_DIRECTORY
configuration variable in the <OT config AC>\AS.Setup file.
Buffer volumes
Folder in which the default disk volumes for buffers are created.
Important
Do not use the default folder (%ProgramData%\OpenText\buffervols)
for production systems.
For more information about prerequisites for hard disk systems, see Section 5.2
“Configuring disk volumes” in OpenText Archive Center - Administration Guide
(AR-ACN).
3.3 Troubleshooting
• Retrying installation
If for some reason the Archive Center installation failed, you usually cannot
rerun the installation because changes made to the file system and the database,
for example, cannot be revoked automatically. Before trying to run the installer
again, do the following.
2. Remove each of the following setups by clicking Control Panel > Uninstall a
program, if applicable:
OpenText Administration Client, OpenText Archive Center CMIS,
OpenText Archive Monitoring Server, OpenText Archive Center,
OpenText Directory Services, OpenText Document Pipeline Base,
Document Pipeline Info, OpenText File Archiving
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Chapter 3 Installing Archive Center
5. To clean up the Tomcat installation, delete all files and folders that were not
present in the original Tomcat instance. In particular, the Archive Center
Installer placed files in the following folders: <Tomcat_home>\conf\
Catalina\localhost, <Tomcat_home>\webapps, and <Tomcat_home>\work
\Catalina\localhost.
6. Open the window to edit the system environment variables and delete all
System variables that start with ECM_.
Further, remove the entry for the Archive Spawner in the Path variable
(default: C:\Program Files\Common Files\Open Text\Spawner\bin;).
• Open a command window and run the following command to check the
drive <drive>:
FSUTIL.EXE 8dot3name query <drive>
For example, FSUTIL.EXE 8dot3name query C: always yields
The volume state for Disable8dot3 is 0 (8dot3 name creation is
enabled).
The registry state of NtfsDisable8dot3NameCreation is 2, the
default (Volume level setting).
Based on the above two settings, 8dot3 name creation is enabled on
C:.
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3.3. Troubleshooting
Related Topics
• “Prerequisites for Archive Center“ on page 9
• “Configuring basic settings” on page 10
• “Setting up Directory Services” on page 19
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Chapter 4
Although Archive Center is ready to be used after a successful installation, you must
perform some additional configurations. In particular, you can change passwords
for security reasons.
Note: To administer users, groups, and tenants, you use the Directory Services
web client, which is accessible under <protocol>://<host>:<port>/otds-
admin. For more information about working with OTDS, see OpenText
Directory Services - Installation and Administration Guide (OTDS-IWC).
2. In the console tree, open the Archive Server > System > Users and Groups
node, and in the result pane, select the Users tab.
3. Open the Properties of the dsadmin user and change the password.
4. Restart the Apache Tomcat and Archive Spawner services for the changes to
take effect.
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Chapter 4 Configuring Archive Center
4. Select the Configuration object in the console tree and search for the User
password of database configuration variable (internal name:
AS.DBS.DBPASSWORD).
6. Click OK.
The password is automatically stored and encrypted.
8. Restart the Apache Tomcat and Archive Spawner services for the changes to
take effect.
Note: With Oracle 11, the default password policy changed. Now, by default a
user password expires after 180 days.
If you do not want your password to expire, consult your local database
administrator to modify your profile accordingly.
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4.4. Configuring the ports for the SAP gateway
2. Select the Configuration object in the console tree and search for my_host.
3. Open the Properties of the External Archive Server Host Name configuration
variable (internal name: AS.DS.MY_HOST_NAME).
As Value, specify the fully qualified external hostname, for example:
externalhost.domain1.example.com
4. Open the Properties of the Alias Archive Server Host Name(s) configuration
variable (internal name: AS.DS.MY_HOST_ALIASES).
As Value, specify a comma-separated list containing the internal hostname,
external hostname, and the fully qualified external hostname, for example:
internalhost,externalhost,externalhost.domain1.example.com
Note: Changes to these settings do not take effect until the application
server is restarted.
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Chapter 4 Configuring Archive Center
2. Select the Configuration object in the console tree and search for accept ssl.
3. Open the Properties of the Accept SSL client certificates for authentication
configuration variable (internal name:
AS.AS.BIZ_ACCEPT_SSL_CLIENT_CERTIFICATE).
Configuring Further, you must configure Tomcat to request a client certificate by setting
Tomcat clientAuth="want" for the SSL/TLS connector in the server.xml file. For more
information, see “Configuring the connector and securing Tomcat” on page 17.
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Chapter 5
Appendix: Setting up the database in Microsoft SQL
Server
This chapter provides an example for the setup of Microsoft SQL Server. It does not
cover Azure SQL Database.
Collation tab
Using a case-sensitive (CS) and accent-sensitive (AS) database is recommended
unless other products require a case-insensitive database. The collation of this
database should be the same as the collation of SQL Server’s tempdb for
technical reasons. Therefore, OpenText recommends selecting a case-sensitive
and accent-sensitive server collation for maximum performance and
compatibility. For example, select SQL_Latin1_General_CP1_CS_AS.
Authentication Mode
On the Database Engine Configuration page, select the Account Provisioning
tab, and then enable SQL Server Authentication as Authentication Mode (for
example, as mixed mode). Enter and confirm the password for the sa logon.
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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server
5. Analogously, enable TCP/IP and disable Shared Memory for the client protocols
of SQL Native Client [11.0] Configuration and SQL Native Client 11.0
Configuration (32 bit).
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5.2. Creating the SQL Server login
3. Under General, enter a database name (for example, ECR) and the owner of the
database (for example, ecr).
4. Under Filegroups, create one filegroup for data and one for index (for example,
ECR_DATA and ECR_INDEX).
5. Create the database files for the data and the index filegroups:
a. Add two files for the data and index filegroups created before: Choose a
logical name for the files (for example, ECR_DATA_1 and ECR_INDEX_1,
respectively).
Choose the respective filegroup (in the example, select the ECR_DATA
filegroup for the ECR_DATA_1 file and the ECR_INDEX filegroup for the
ECR_INDEX_1 file).
Choose a path where the files are to be located. The files will be created in
the folder you enter. The folder must exist.
b. Choose a path for the primary filegroup and the transaction log (named
<database name> and <database name>_log, respectively.
Important
Do not use the default locations in the SQL Server installation
folder. The transaction log should be located on an empty disk
without any other files.
Specify a suitable initial size and enable unrestricted autogrowth for each of
the files:
Example:
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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server
6. Under Security > Login, select the Properties of the user created before (for
example, ecr). Select the database created before (for example, ECR) as the
default database and click OK.
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5.4. Rights for database users before and after installation
Example:
USE [ECR]
CREATE LOGIN ecrowner WITH PASSWORD='ecrowner',
DEFAULT_DATABASE=ECR, CHECK_EXPIRATION=OFF, CHECK_POLICY=OFF;
ALTER AUTHORIZATION ON DATABASE::ECR TO ecrowner;
GO
2. Map the existing login to the new database user with restricted permissions.
Example:
USE [ECR];
CREATE USER [ecr] FOR LOGIN [ecr];
EXEC sp_addrolemember 'db_datawriter', 'ecr';
EXEC sp_addrolemember 'db_datareader', 'ecr';
GRANT EXECUTE ON SCHEMA::[dbo] TO [ecr];
GO
Restricted Instead of downgrading the database permission, you can create a new login for a
permissions new database user with restricted permissions. After that, change the Archive
Center database access configuration to the new database account.
Example:
USE [ECR];
CREATE LOGIN ecrdb WITH PASSWORD='ecrdb',
DEFAULT_DATABASE=ECR, CHECK_EXPIRATION=OFF,CHECK_POLICY=OFF;
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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server
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Chapter 6
Appendix: Setting up the database in Oracle
Database
Local database To set up a test database, you have to perform the following procedures on the
database server:
Remote In addition, if the database is located on a different server than Archive Center, you
database have to perform the following procedures on the Archive Server computer:
2. Configure the network service names or copy the tnsnames.ora and sqlnet.
ora files from the database server to the Archive Server computer.
Language settings
To start the Oracle Installer or tools in English, ensure that the current regional
setting parameter is English (United States).
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Chapter 6 Appendix: Setting up the database in Oracle Database
4. Listener Configuration, Listener Name: Type a name for the Oracle listener, for
example, LISTENER, and click Next.
6. Listener Configuration, TCP/IP Protocol: Use the standard TCP port number
1521 and click Next.
Note: If you enter a different port here, you will need the port number
during the installation of Archive Center.
Note: If the Oracle software is already installed, ensure that the Oracle
Enterprise Manager Console DB is installed before you create a new database.
Prerequisites The disks used for the database must fulfil the following prerequisites:
Important
The database must not be installed on a computer that works as primary or
backup domain controller.
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6.1. Setting up Oracle Database server
The following shows how to create a TEST database with the Oracle 11.2 Database
Configuration Assistant. This very simple test database will have the following
characteristics:
• All database files are located in one directory. Thus, as a prerequisite, create a
directory in which you want all database files to be created (for example, d:
\dbdata).
• Redo log file groups consist always of two members.
1. To start the Database Configuration Assistant, from the Start menu, click
Oracle–OraDb11g_home1 > Configuration and Migration Tools > Database
Configuration Assistant.
The path depends on the Oracle installation name you specified during
installation.
4. Step 2 of 11: Database Templates: Select Custom Database and click Next.
Click Next.
7. Step 5 of 11: Database Credentials: Feel free to set the passwords according to
your company standards.
Click Next.
Click Next.
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Chapter 6 Appendix: Setting up the database in Oracle Database
Note: This is the minimum for a test system; a reasonable value for a
productive database will be substantially larger.
i. Click Tablespaces.
ii. Click Create.
iii. On the General tab, set the following:
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6.1. Setting up Oracle Database server
Note: This is the size for a test system; a reasonable value for
a productive database will be several GB.
• As status, select Online.
• As type, select Permanent.
iv. On the Storage tab, set the following:
• Extent Management:
Select locally managed.
Select Automatic Allocation.
• Segment Space Management:
Select Automatic.
• Enable logging:
Select yes.
• Block size:
Select default.
v. Click Create.
d. Create the tablespace ECR_INDEX. Proceed as for the tablespace ECR_DATA in
Step 12.c, but enter a different name (for example, ECR_INDEX) and file
name (for example, ECR_INDEX_1.dbf).
e. Configure the data files of the table spaces:
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Chapter 6 Appendix: Setting up the database in Oracle Database
13. Step 11 of 11: Creation Options: Select Create Database, click Finish and
confirm with OK.
The database creation may take some time.
14. Database Configurations Assistant: Note the database control URL displayed,
and click Exit.
The database is now created and started.
set ORACLE_SID=ECR
sqlplus "sys/<password> as sysdba"
exit
Using a role to grant the rights indirectly is not sufficient as stored procedures
will not have the rights.
For more information, see also “Rights for database users before and after
installation” on page 60.
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6.1. Setting up Oracle Database server
2. If the location of the net configuration files is the default location, the existing
configuration has been loaded.
If you use a nonstandard location, click File > Open Network Configuration to
edit the listener configuration. Enter the according name of the directory
containing the listener.ora file, and then click OK.
3. Expand Oracle Net Configuration > Local > Listeners and click the name of the
existing listener, for example, LISTENER.
Select Listening Locations. There should be at least the following two
addresses:
5. Enter the global database name (for example, ECR), the Oracle home directory
(for example, E:\software\ora102) and the SID (for example, ECR).
6. Click File > Save Network Configuration to save the listener configuration to
the listener.ora file.
7. To make your changes effective, you have to restart the listener. Open a
command prompt and enter
lsnrctl stop
lsnrctl start
1. To start the Net Manager, from the Start menu, click Oracle – <Oracle
installation name> > Configuration and Migration Tools > Net Manager.
The path depends on the Oracle installation name you specified during
installation.
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Chapter 6 Appendix: Setting up the database in Oracle Database
2. If the location of the net configuration files is the default location, the existing
configuration has been loaded.
If you use a nonstandard location, click File > Open Network Configuration to
edit the Net Service Name configuration. Enter the according name of the
directory containing the tnsnames.ora file, and then click OK.
3. Expand Oracle Net Configuration > Local and click Service Naming.
7. Page 3 of 5, Protocol Settings: Enter the database host name and the configured
port of the Oracle listener and click Next.
8. Page 4 of 5, Service: Enter the configured service name of the database (for
example, ECR). Choose Dedicated server as the Connection Type and click
Next.
10. Expand Oracle Net Configuration > Local and click Service Naming.
12. Select IPC as protocol and the ORACLE_SID of the database just created as Key
Name.
13. Click File > Save Network Configuration to save the Net Service Name
configuration to the tnsnames.ora file.
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6.2. Rights for database users before and after installation
exit
Note: Using a role to grant the rights indirectly is not sufficient as stored
procedures will not have the rights.
Notes
• The CREATE SEQUENCE privilege is required only to adjust the Archive
Center sequences.
You do not need specific privileges to delete Archive Center sequences.
However, grant create sequence to ecr; is required to create a new
Archive Center sequence.
• If you use a different user to run the database than its owner (the user
who created the database), the user running the database needs
additional rights. Assign the missing “object privileges” by running a
corresponding grant all command, for example.
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Chapter 7
Appendix: Special commands
In the following, you can find information about the starting and stopping of
Archive Center, including the database.
1. Use the Microsoft SQL Server Management Studio to start the SQL Server
service.
2. From the Control Panel, open Administrative Tools > Services.
3. Select Apache Tomcat and click Start.
4. Select Archive Spawner and click Start.
• Use the Microsoft SQL Server Management Studio to stop the SQL Server
service.
1. Use Microsoft SQL Server Configuration Manager to change the startup type of
the SQL Server service.
2. Open the Services window as described above.
3. Double-click Archive Spawner, set the startup type to Manual, and click OK.
4. Double-click Apache Tomcat, set the startup type to Manual, and click OK.
1. Use Microsoft SQL Server Configuration Manager to change the startup type of
the SQL Server service.
2. Open the Services window as described above.
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Chapter 7 Appendix: Special commands
3. Select Archive Spawner, click Startup, set the startup type to Disabled, and
click OK.
4. Select Apache Tomcat, click Startup, set the startup type to Disabled, and click
OK.
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7.2. Starting and stopping Archive Server with Oracle Database
Apache Tomcat
Oracle<Ora_Home>Agent
OracleService<DatabaseInstance>
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Glossary
Application Layer
Archive Box
If enabled for a File Share data source, all folders and documents below the
specified path are archived and replaced by a single folder shortcut.
This option is intended for documents, and optionally folders, that need to be
archived but are no longer in daily use. Thus, the required disk space on the file
server, including the total number of files, can be reduced. This is in contrast to
the shortcut scenario where every file is replaced by an individual link. (Extended
Archive Center feature)
CMIS
See Content Management Interoperability Services (CMIS).
Collection
Data source
Specifies the origin and properties of the documents that are archived by a
collection. (Extended Archive Center feature)
Hold
Logical archives can be put on hold, which means that its documents and
components cannot be changed or deleted. Adding further documents to the
archive is still possible.
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Glossary
Logical archive
Logical area on the Archive Center in which documents are stored. The Archive
Center can contain many logical archives. Each logical archive can be configured
to represent a different archiving strategy appropriate to the types of documents
archived exclusively there. An archive can consist of one or more pools. Each pool
is assigned its own exclusive set of volumes which make up the actual storage
capacity of that archive.
Retention
Using the Application Layer, retention periods can also be assigned to documents
using rules.
Tenant
A tenant consists of a defined user group for a customer. Tenants are entirely
delimited from one another.
In Archive Server a tenant is defined by a user group with an associated,
dedicated policy. (Extended Archive Center feature)
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