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OpenText™ Archive Center

Installation Guide for Windows


(Integrated Archive Installer)

This guide describes the setup of OpenText Archive Center 16


EP2 with the integrated Archive Center Installer on Windows
systems.

Use this guide for fast and easy installation of Archive Center 16
EP2.

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.

Open Text Corporation

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Copyright © 2017 Open Text. All Rights Reserved.


Trademarks owned by Open Text.

Disclaimer

No Warranties and Limitation of Liability

Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,
Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the
accuracy of this publication.
Table of Contents

PRE About OpenText Archive Center v

1 Prerequisites for Archive Center ............................................. 9


1.1 Configuring basic settings ................................................................ 10
1.1.1 Hardware and software recommendations ........................................ 10
1.1.2 Network recommendations and restrictions ....................................... 11
1.1.3 Testing network environment ........................................................... 12
1.1.4 Optimizing system for network applications ....................................... 12
1.1.5 Checking computer name ................................................................ 13
1.1.6 Disabling disk cache of hard disk ..................................................... 13
1.2 Installing Java ................................................................................. 14
1.3 Setting up Apache Tomcat ............................................................... 14
1.3.1 Installing Tomcat ............................................................................. 14
1.3.2 Configuring Tomcat options ............................................................. 15
1.3.3 Configuring the Cookie Processor component ................................... 15
1.3.4 Configuring the Tomcat user ............................................................ 16
1.3.5 Configuring the connector and securing Tomcat ................................ 17
1.4 Setting up Directory Services ........................................................... 19
1.4.1 Configuring OTDS ........................................................................... 19
1.4.2 Scenario-specific settings ................................................................ 21

2 Setting up the database .......................................................... 23


2.1 Setting up Microsoft SQL Server or Azure SQL Database .................. 23
2.1.1 Database characteristics ................................................................. 23
2.1.2 Testing the database ....................................................................... 25
2.2 Setting up Oracle Database ............................................................. 26
2.2.1 Database characteristics ................................................................. 27
2.2.2 Remote DB on Oracle RAC ............................................................. 27
2.2.3 Testing the database ....................................................................... 28

3 Installing Archive Center ........................................................ 31


3.1 Running the Archive Center Installer ................................................ 31
3.2 Folder settings ................................................................................ 38
3.3 Troubleshooting .............................................................................. 39

4 Configuring Archive Center .................................................... 43


4.1 Signing in to Archive Server in Administration Client .......................... 43
4.2 Changing the dsadmin password ..................................................... 43

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Table of Contents

4.3 Changing the password of the database user .................................... 44


4.3.1 Oracle Database only: Checking the expiry date of the password ....... 44
4.4 Configuring the ports for the SAP gateway ........................................ 45
4.5 Configuring different internal and external hostname ......................... 45
4.6 Configuring certificate authentication for Archive Center Proxy ........... 46

5 Appendix: Setting up the database in Microsoft SQL


Server ....................................................................................... 47
5.1 Configuring network connectivity ...................................................... 47
5.2 Creating the SQL Server login ......................................................... 49
5.3 Creating the database ..................................................................... 49
5.4 Rights for database users before and after installation ....................... 50

6 Appendix: Setting up the database in Oracle Database ...... 53


6.1 Setting up Oracle Database server ................................................... 54
6.1.1 Creating the Oracle Listener ............................................................ 54
6.1.2 Creating the test database ............................................................... 54
6.1.3 Creating the database user .............................................................. 58
6.1.4 Configuring the Oracle Listener ........................................................ 59
6.1.5 Configuring Oracle TNS Service Names ........................................... 59
6.2 Rights for database users before and after installation ....................... 60

7 Appendix: Special commands ............................................... 63


7.1 Starting and stopping Archive Server with SQL Server ...................... 63
7.2 Starting and stopping Archive Server with Oracle Database ............... 64

GLS Glossary 67

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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).

Archive Center OpenText™ Archive Center Administration is a web-based, easy-to-use client


Administration included in Archive Center.

OpenText Archive Center customers, called tenants, administrate the archiving of


content and documents from their system to Archive Center. The archiving activities
are defined and controlled by specific collections.
• Collections support different scenarios, like File Share or archiving from SAP
systems, using data sources.
The Collections administration provides the following features:
• Creation, configuration, and administration of collections.
• Collection-specific holds (freezing) of archiving to protect all currently
archived documents from modification and deletion.
• Collection-specific data volume usage statistics.
• Rules define actions when a certain condition is met (for example, add tags to
documents).
• Retentions can be specified and, using tagging rules, applied to documents
automatically.
• Statistics provide information about the total data volume usage on the Archive
Center.
• Server provides information about the tenant and the related Archive Server
administration and allows the business administrator to create new system keys
for encryption.

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).

Access OpenText™ Archive Center Access is a web-based, easy-to-use client included in


Archive Center, which allows access to the archive independently from the
archiving application.
This can, for example, be important in case of impending litigation. Using the
Archive Center Administration client, collections can be put on hold to protect all
currently archived documents from modification and deletion. Existing metadata of
archived documents can be searched and all relevant documents can be exported.

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.

vi OpenText Archive Center – Installation Guide for Windows (Integrated Archive Installer)
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About OpenText Archive Center

• OpenText Archive Center - Update Installation Guide (Windows) (AR-DWZ)


This guide describes the installation of the latest “patch collection” for Archive
Center, called Update 16.2.1.

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

Prerequisites for Archive Center

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.

Microsoft Visual C++


Archive Center requires a Microsoft Visual C++ package: Visual C++ 2008 SP1
Redistributable Package (x64) (https://www.microsoft.com/downloads/en/
details.aspx?familyid=BA9257CA-337F-4B40-8C14-157CFDFFEE4E).

.NET Framework 4.5.1


OpenText™ Administration Client requires .NET Framework 4.5.1. Verify that
the “.NET Framework 4.5” feature is enabled in the Windows Server Manager.

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.

General Do the following to ensure a successful installation of Archive Center:


settings
Administrative rights
To install Archive Center, you must have administrative rights and the “Log on
as a service” privilege.
Run secpol.msc and add the user or group in Local Policies > User Rights
Assignment > Log on as a service.
Tomcat must be run by a dedicated user (not LocalSystem!). This user must be a
member of the local Administrators group. For more information, see
“Configuring the Tomcat user” on page 16.

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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.

Conventions The following variables are conventions for this documentation:


• The installation folder for Archive Center is called <OT install AC>.
The default value is C:\Program Files\OpenText.
• The folder for configuration data is called <OT config AC>.
The default value is C:\ProgramData\OpenText\Archive Server 16.2.0\
config.

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

1.1 Configuring basic settings


Do the following to avoid problems during installation or runtime.

1.1.1 Hardware and software recommendations


Paging space The amount of paging space should be about the same as the amount of RAM.

Prerequisites for hard disk systems


• Enterprise-ready disk arrays are used.
• High-performance and random access to data and file system metadata (for
example, directory structures) is provided.
• Multi-threaded access is provided.
• Standard file system calls (read, write, stat, delete, etc.) always return results
comparable to locally attached hard disks.
• Disks are protected against data loss by backup or similar technologies.

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:

• SQL Server Best Practices (http://msdn.microsoft.com/en-us/sqlserver/


bb671432.aspx)
• Disk Partition Alignment Best Practices for SQL Server (http://
msdn.microsoft.com/en-us/library/dd758814%28SQL.100%29.aspx)

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.

Schedule regular defragmentation, in particular for the partitions holding caches


and volumes.

1.1.2 Network recommendations and restrictions


Static ports SQL Server must use static ports. Dynamic ports will not work.

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.

To enforce IPv4 or IPv6:

1. Open the window to edit the system environment variables.

Tip: In the Start menu, search for edit the system environment
variables.

2. Create a system variable named AS_PREF_IP and then enter a Value of 4 or 6,


depending on the protocol to be preferred.

Related Topics

• “Optimizing system for network applications” on page 12

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1.1.3 Testing network environment


Test the connections between Archive Server and your leading application on <server
name> (ensure that lookup and reverse lookup are working in your network):

ping <server name>


and on <server name>
ping <archive server name>

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.

1.1.4 Optimizing system for network applications


When a task requests a port, the operating system by default assigns any port
between 1024 and 65535. If, for example, Tomcat is configured to run on port 8080, it
can happen that Windows assigns this port to some other application before Tomcat
starts. Do the following to avoid this situation.

To configure the dynamic port range:

1. Start a command prompt with Run as administrator (elevated command


prompt) and enter the following to avoid running out of ports.

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):

>netsh int ipv4 show dynamicportrange tcp


Protocol tcp Dynamic Port Range
---------------------------------
Start Port : 8091
Number of Ports : 57444

and

>netsh int ipv4 show dynamicportrange udp


Protocol udp Dynamic Port Range

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1.1. Configuring basic settings

---------------------------------
Start Port : 8091
Number of Ports : 57444

Configure the processor scheduling for background processes to optimize the


performance.

To adjust for best performance of background processes:

1. Press WINDOWS LOGO+PAUSE to open Control Panel > System.

2. Click Advanced system settings > Advanced.


In the Performance area, click Settings and select the Advanced tab.

3. From Processor scheduling, select Background services.


Click OK.

1.1.5 Checking computer name


Important
Ensure that the name of the computer hosting Archive Center does not
contain any underscores (“_”).

To check the computer name:

• Press WINDOWS LOGO+PAUSE to open Control Panel > System.


If the name contains underscores (“_”), see the procedure below.

To change the name of the computer:

1. Click Advanced System Settings > Computer Name > Change.

2. Enter the computer name and the domain.

3. Click OK.
You will be asked for credentials and you must restart the computer.

1.1.6 Disabling disk cache of hard disk


To avoid loss of data, you must disable the Windows disk caching.

To disable disk caching:

1. Open Device Manager > Disk Drives > Properties of the drive > Policies.

2. Select the Quick removal check box.

3. Close all the applications opened before, such as Computer Management.

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1.2 Installing Java


To install Java:

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.

2. Run the installation file and follow the instructions.

Note: You must install the JRE. The JDK alone is not sufficient.

3. For known issues concerning the installation of Java and troubleshooting


information, see also this article in the OpenText Knowledge Base (https://
knowledge.opentext.com/knowledge/cs.dll/kcs/kbarticle/view/KB2851395).

1.3 Setting up Apache Tomcat


OpenText recommends that you perform the following steps to install and configure
Tomcat:

1. Install Tomcat.
2. Configure Java options to optimize performance and further Tomcat
components.
3. Configure the Tomcat user and the Tomcat connectors.

1.3.1 Installing Tomcat


To install Tomcat:

1. Download the Windows Service Installer for the Tomcat software version 8.5.8
or later from https://tomcat.apache.org/download-80.cgi.

2. Run apache-tomcat-<version>.exe to install the Tomcat software.

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

Tip: In the Choose Components window of the Apache Tomcat Setup,


select a Normal type of install.

1.3.2 Configuring Tomcat options


For optimal performance, change the following Java settings for Tomcat.

To configure Java options:

1. Start the Configure Tomcat tool or run tomcat8w.exe in the <Tomcat_home>


\bin folder.

2. Click the Java tab.

3. In the Initial memory pool box, specify at least 512 MB.

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:

• If your number of users is 25,000 users or less, enter a minimum value of


1024 MB
• If your number of users is 25,000 to 50,000 users, enter a minimum value of
2048 MB
• If your number of users is 50,000 to 100,000+ users, enter a minimum value
of 4096 MB

5. Click OK.

6. Open the <Tomcat_home>\conf\logging.properties file in an editor.

7. In the line starting with .handlers = ..., remove the entry java.
util.logging.ConsoleHandler and save the file.

1.3.3 Configuring the Cookie Processor component


Configure an option in the context.xml file to avoid issues with the Cookie
Processor component of Tomcat. This avoids authentication problems with Archive
Center Proxy when trying to sign in.

Note: This step is only required if Archive Center must support OpenText
Archive Center Proxy.

On Archive Center Proxy, no configuration changes are required.

To configure the Cookie Processor component:

1. In the <Tomcat_home>\conf folder, open the context.xml in an editor.

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2. Add the following line within the <Context> element:


<CookieProcessor className="org.apache.tomcat.util.http.
LegacyCookieProcessor" />

Example:

...
<Context>

<!-- Default set of monitored resources. If one of these


changes, the -->
<!-- web application will be
reloaded. -->
<WatchedResource>WEB-INF/web.xml</WatchedResource>
<WatchedResource>${catalina.base}/conf/web.xml</
WatchedResource>

<CookieProcessor
className="org.apache.tomcat.util.http.LegacyCookieProcessor" />

<!-- Uncomment this to disable session persistence across


Tomcat restarts -->
<!--
<Manager pathname="" />
-->
</Context>

3. Save the context.xml file and restart Tomcat.

1.3.4 Configuring the Tomcat user


Admin rights The user running Tomcat must be a member of the local Administrators group.
During the installation of Archive Center, Tomcat must be allowed to write to the C:
\ProgramData folder.

To add the Tomcat user to the local Administrators group:

1. Log on as a user with administrative rights and run lusrmgr.msc.

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.

To set the user for Tomcat:

1. Start the Monitor Tomcat tool (tomcat8w.exe).

2. Click the Log On tab and select This 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

Use the <domain>\<user> notation. The <user>@<domain> notation can lead to


connection errors when running the Archive Center Installer.

1.3.5 Configuring the connector and securing Tomcat


To use secure connections with TLS (Transport Layer Security; often also referred to
as SSL, Secure Sockets Layer), add a connector for HTTPS in the Tomcat
configuration. You may have to open ports on your routers when adding ports for
SSL/TLS. Automatically redirect clients that access a page with a security constraint
requiring SSL/TLS.

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).

To configure Tomcat for SSL/TLS:

1. From the <Tomcat_home>\conf folder, open server.xml in an editor.

2. Ensure that APR Listener is commented out, for example:


<!-- <Listener className="org.apache.catalina.
core.AprLifecycleListener" SSLEngine="on" /> -->

3. After the line <Service name="Catalina">, define an HTTP connector port


according to the example.

Example:

<!-- Define a HTTP/1.1 Connector on port 8080 -->

<Connector port="8080"
protocol="HTTP/1.1"
redirectPort="8090"
connectionTimeout="20000"
disableUploadTimeout="true"
enableLookups="false"
/>

Notes

• Keep the default value for protocol (HTTP/1.1).


• Keep the default value for disableUploadTimeout (true).
• Keep the default value for enableLookups (false).

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4. After the line <Service name="Catalina">, define an SSL connector port.


Ensure that the redirectPort from the previous step matches the SSL
connector port, as shown in the following example.

Example:

<!-- Define a SSL HTTP/1.1 Connector on port 8090 -->

<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"

keystoreFile="<path to keystore file>"


keystorePass="<password for the keystore>"
keyAlias="<yourKeyalias>"
keystoreType="<pkcs12 OR jks>"
/>

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).

5. Save the file and restart Tomcat.

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

1.4 Setting up Directory Services


Depending on which landscape you want to use, see the corresponding item below.
See “Configuring OTDS” on page 19 for information related to all scenarios. See
“Scenario-specific settings” on page 21 for further important information for your
scenario.

• Local, new installation of OTDS


The Archive Center Installer can install all components, including OTDS, in one
go. This scenario is described in this guide.
• Remote, new installation of OTDS
First install OTDS on the remote computer. For more information, see OpenText
Directory Services - Installation and Administration Guide (OTDS-IWC).
Afterwards, install Archive Center. When asked by the Archive Center Installer
(Step 10), enter the credentials of the OTDS connection. The Archive Center
Installer will create the resource automatically.
• Local, existing installation of OTDS
The Archive Center Installer will use the existing local installation of OTDS.
When asked by the Archive Center Installer (Step 10), enter the credentials of the
OTDS connection. Do not use localhost as the Server name but the fully-
qualified name. The Archive Center Installer will create the resource
automatically.
• Remote, existing installation of OTDS
When asked by the Archive Center Installer (Step 10), enter the credentials of the
OTDS connection. The Archive Center Installer will create the resource
automatically.

Related Topics
• “Prerequisites for Archive Center“ on page 9
• “Configuring Tomcat options” on page 15

1.4.1 Configuring OTDS


The following settings are required to use OTDS successfully in all scenarios:

Partition, groups, and users


User information from Active Directory must be mapped to OTDS. OTDS
provides a connector to push changes of user information to Archive Center.
The connector is configured through the (synchronized) resource; see Resource
on page 20 below.
For more information, see Section 3.5 “Synchronized User Partitions” in
OpenText Directory Services - Installation and Administration Guide (OTDS-IWC).
Further, Archive Center requires the following technical partition, groups, and
users. The Archive Center Installer takes care of these settings automatically.

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Chapter 1 Prerequisites for Archive Center

• A non-synchronized partition named, for example, OTInternal. This


partition must be added to the access role of Archive Center.
The technical users for the Application Layer will be added to this partition
when creating tenants, for example, ba.tenant@OTInternal.
• A user named system.cmis within the OTInternal partition. The password
should never expire. You do not need to remember the password as system.
cmis is only used as a technical user for the Application Layer (Archive
Center CMIS).
• A group called $PushConnector with an assigned user called, for example,
pushconnector.
• The access role of Archive Center requires the Include Groups from OUs
setting.
For more information, see Section 6.7 “Including/excluding groups from
organizational units” in OpenText Directory Services - Installation and
Administration Guide (OTDS-IWC).

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).

Attribute mapping configuration


The OTDS user attribute mapping and group attribute mapping depend on the
scenario. See “Scenario-specific settings” on page 21.
For more information, see also Section 5.2.1.3 “Using resource attribute
mappings” 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

1.4.2 Scenario-specific settings


To run Archive Center scenarios, Directory Services is mandatory. In particular,
OTDS is used for the following scenarios:

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.

Attribute mapping configuration


The oTExternalSID field must include objectSID, in the %s format.

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

Setting up the database

Archive Center supports Microsoft SQL Server, Azure SQL Database, and Oracle
Database. The database can be installed locally or remotely.

2.1 Setting up Microsoft SQL Server or Azure SQL


Database
Adhere to the following:

• 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.

Using a remote database


Named Named instances are supported for remote databases and require a static TCP port.
instances

2.1.1 Database characteristics


Observe the following requirements and recommendations for the Archive Center
database:

• Database collation SQL_Latin1_General_CP1_CS_AS (code page 1252) is


recommended.
• OpenText recommends that the sort order of the database collation is case-
sensitive unless other products require a case-insensitive database.

For the following options, the respective settings are required:

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Chapter 2 Setting up the database

AZURE SQL DATABASE


• 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.

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.

2.1.2 Testing the database


In case the database already exists, verify that the database has all the required
features. Run the StPreSchemaCreateMSSQL.sql check script in a command
window (do not use Powershell). You can find the script in the Schema and Pre-
upgrade checks for Archive Center 16.2.zip file, which is available on My
Support (https://knowledge.opentext.com/knowledge/cs.dll/Overview/68246636).

To test the database:

1. Prerequisites for Azure SQL Database:

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).

b. Ensure that the options described in “Database characteristics” on page 23


are configured. For example, run the following commands:

ALTER DATABASE <database> SET ANSI_NULLS on,


ANSI_NULL_DEFAULT on, ANSI_WARNINGS on, QUOTED_IDENTIFIER
on, ANSI_PADDING on, ARITHABORT on
GO

2. Process the script as follows:

sqlcmd -U <user> -P <passwd> -d <database> -S <database server>


\<instance>,<port> ‑i StPreSchemaCreateMSSQL.sql ‑v fgd='<data
file group>' fgi='<index file group>'

Azure SQL Database


Leave <data file group> and <index file group> empty in case of Azure SQL
Database:

sqlcmd -U <user> -P <passwd> -d <database> ‑S <database


server>\<instance>,<port> ‑i StPreSchemaCreateMSSQL.sql
‑v fgd='' fgi=''

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Chapter 2 Setting up the database

Example 2-1: Testing the database


We assume that you process this script on the database server. The
following example shows default values for <instance> and <port>:

sqlcmd -U acdbuser -P acdbpassword -d AC -S localhost


\MSSQLSERVER,1433 ‑i StPreSchemaCreateMSSQL.sql
‑v fgd='AC_DATA' fgi='AC_INDEX'

In this example, <database server>\<instance> is assumed to be


MYSERVER\MYINSTANCE, with the non-default port 15050:

sqlcmd -U ecr -P ecr -d ECR -S MYSERVER\MYINSTANCE,15050


‑i StPreSchemaCreateMSSQL.sql ‑v fgd='ECR_DATA'
fgi='ECR_INDEX'

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.

2.2 Setting up Oracle Database


You can either use an existing database or create a new database. The database can
reside on the computer on which Archive Server is installed or on a dedicated
database server.

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

2.2.1 Database characteristics


The following requirements for Archive Server database are mandatory.
• The database character set must be AL32UTF8. To verify, execute

select value from nls_database_parameters where


parameter='NLS_CHARACTERSET';
• The national character set must be AL16UTF16 (Unicode UTF-16 Universal
character set). To verify, execute

select value from nls_database_parameters where


parameter='NLS_NCHAR_CHARACTERSET';
• The ARCHIVELOG mode must be set. To verify, execute

select log_mode from v$database;


• The database must be configured to support at least 200 processes. To verify,
execute

select value from v$parameter where name = 'processes';

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

select tablespace_name, block_size from dba_tablespaces;


• The database user provided for Archive Center must have the system and object
privileges listed in “Creating the database user” on page 58.
• The listener must be configured to support TCP/IP.

2.2.2 Remote DB on Oracle RAC


In case of a remote database that resides on an Oracle Real Application Cluster
(RAC), you must adapt the tnsnames.ora file.

To use a remote database with Oracle RAC:

1. Open the tnsnames.ora file in an editor.


2. Extend tnsnames.ora to include a TNS service name that points to the cluster
host and the SID of the cluster.

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:

• Enter the TNS service name from Step 2.


• As database server, use the cluster host name, not the name of a dedicated
node.
• As Oracle SID, use the SID of the cluster, not the SID of the instance running
on a dedicated node.

2.2.3 Testing the database


To verify that the database has all the required features, run the
StPreSchemaCreateOracle.sql check script in a command window (do not use
Powershell). You can find the script in the Schema and Pre-upgrade checks for AC
16.zip file, which is available on My Support (https://knowledge.opentext.com/
knowledge/cs.dll/Overview/62940896).

Important
Ensure that the owner of the Apache Tomcat process has at least read access
on the $ORACLE_HOME\network\admin\tnsnames.ora file.

To test the database:

1. Connect to the database.

Example:

sqlplus ecr/ecr@ecr_<db_host>

2. To test the characteristics of the database, enter:

@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.

Testing Oracle RAC


In case of Oracle RAC, enter a RAC node as the database server and SID, and the
RAC service as the service.

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2.2. Setting up Oracle Database

Example:

[oracle@racnode1 ~]$ sqlplus ecr/ecr@ORCL


SQL*Plus: Release 12.1.0.2.0 Production on Fri Aug 18 13:27:40 2017
Copyright (c) 1982, 2014, Oracle. All rights reserved.
Last Successful login time: Fri Aug 18 2017 13:26:39 -04:00
Connected to:
Oracle Database 12c Enterprise Edition Release 12.1.0.2.0 - 64bit
Production
With the Partitioning, Real Application Clusters, Automatic Storage
Management, OLAP,
Advanced Analytics and Real Application Testing options
SQL> @/tmp/StPreSchemaCreateOracle.sql
Please enter data tablespace: USERS
Please enter index tablespace: USERS

WARNING: Cannot determine archive log mode of database - please


ensure it is set to ARCHIVELOG
WARNING: Cannot determine number of processes - please ensure it is
200 at the least.
INFO: user=ECR
INFO: database server=racnode2
INFO: service=ORCL
INFO: oracle sid=ORCL2

Disconnected from Oracle Database 12c Enterprise Edition Release


12.1.0.2.0 - 64bit Production
With the Partitioning, Real Application Clusters, Automatic Storage
Management, OLAP,
Advanced Analytics and Real Application Testing options

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Chapter 3
Installing Archive Center

Archive Center comes with an integrated installer (“Archive Center Installer”),


which performs the following tasks:

1. Checking prerequisites: Java and Tomcat correctly installed and configured.


2. Asking for input parameters.
3. Shutting down Tomcat.
4. Installing and configuring components.
5. Starting Tomcat.
6. Starting OpenText Administration Client or, if a “default tenant” was created
during installation, starting Archive Center Administration in a browser.

Related Topics
• “Prerequisites for Archive Center“ on page 9

Background
• “About OpenText Archive Center“ on page v

3.1 Running the Archive Center Installer


When all prerequisites are met, you can start the installation.

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.

To install Archive Center:

1. Download the self-extracting installer file (ArchiveCenterInstaller_16.2.0.


exe) from OpenText My Support (https://knowledge.opentext.com/knowledge/
llisapi.dll/Open/52699338).
2. Log on to the server as a user with administrator rights.

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.

6. On the Archive Center page, enter the following:

External host name


Name of the computer that will host Archive Center (default: name of the
local host). Enter a fully-qualified host name.
Archive Center operating mode
Depending on the scenario, select one of the following:
Multi tenant
Archive Center is installed in a cloud infrastructure, usually within the
company’s network. Archiving (write) and read requests for different
tenants are separated entirely.
To use Archive Center with more than one tenant, Archive Center
Proxy is required.

Note: Ensure that encryption is configured properly. For more


information, see “Configuring collections” in OpenText Archive
Center - Scenario Configuration Guide (AR-CGD).

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

scenarios (for example, when running a cluster and using CMIS/CMIS


DP).
For corresponding default values, see Section 1.2 “Operation mode” in
OpenText Archive Center - Scenario Configuration Guide (AR-CGD).

Create a default tenant


If selected, the Archive Center Installer creates a tenant ready to be used
called “default”.
In “multi tenant” mode, you can safely select this option. You can create
more tenants afterwards, for example, for production systems.
In “single tenant” mode, only one tenant is possible. Archive Center
Installer creates the “default” tenant automatically.

7. On the Application Server page, enter the following:

Note: Depending on your system, some settings may not be changeable.


For example, if only one instance of Tomcat is installed, the Archive
Center Installer automatically uses its settings.

Select Tomcat
Select the instance of Tomcat to be used (if applicable).

Tomcat HTTP port


Select the HTTP port configured for Tomcat; default: 8080 (if applicable).
Allowed values are 1 to 65534.

Tomcat HTTPS port


Select the HTTPS (SSL/TLS) port configured for Tomcat; default: 8090 (if
applicable). Allowed values are 1 to 65534.

Windows Service user


Enter the name of the Tomcat service user (if applicable).
Ensure that the <domain>\<user> notation is used. The <user>@<domain>
notation can lead to connection errors.

Windows Service user password


Enter the password of the Tomcat service user.

8. On the Database System page, select the database system to be used.


If you use an installation of Microsoft SQL Server on the same computer, you
can additionally let the installer create the database for Archive Center.
Otherwise (Oracle Database or remote SQL Server), the database must exist
already.

9. On the Database Parameter page, do the following, depending on your


database installation:

SQL SERVER

• Local database

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Chapter 3 Installing Archive Center

Port Enter the port configured for the database; default:


1433.
Super user (sa) Enter the password of the database’s sa user.
password
Database user Enter the name of the user who will be created for
the Archive Center database.
Database user password Create and enter a password for the new database
user and confirm it.

• Remote database

Server name Enter the name of the computer hosting the


database.
Port Enter the port configured for the database or leave
blank to use the default port (1433).
Instance Enter the instance name of the SQL Server (default:
MSSQLSERVER).
Database name Enter the name of the database.

Important
The database must exist.

Database user Enter the name of the database user.


Database password Enter the password of the database user.
Data filegroup Enter the name of the data filegroup.
Index filegroup Enter the name of the index filegroup.

• Azure SQL Database

Server name Enter the name of the computer hosting the


database, for example:
myexample.database.windows.net
Port Enter 1433.
Instance Enter MSSQLSERVER.
Database name Enter the name of the database.

Important
The database must exist.

Database user Enter the name of the database user.


Database password Enter the password of the database user.
Data filegroup Leave empty.
Index filegroup Leave empty.

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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.

Database user Enter the name of the database user.


Password Enter the password of the database user.
Service name Enter the TNS service as configured by the Oracle Net
Configuration Assistant (NetCA); default: ecr_<db
server>.
If the database is a remote Oracle RAC, enter the TNS
service name configured in “Remote DB on Oracle
RAC” on page 27.
Oracle SID Enter the system identifier for the database; default:
ECR.
If the database is an Oracle RAC, enter the
ORACLE_SID of the node specified as the Server name
(not the abstract SID of the RAC).
Data file group Enter the name of the data file group.
Index file group Enter the name of the index file group.
Local TNS admin Enter the folder where the Oracle net configuration files
are located; default: $ORACLE_HOME/network/
admin.

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.

Installation folder for OTDS


If you change the Installation folder to another partition than C:, ensure
that the new partition supports the 8.3 format. For more information, see
“Enabling 8.3 format” on page 40.
12. Click Install to start the installation.
If you selected to create a default tenant, the OpenText Archive Center
Administration page is started in a browser window after the installation has
finished.
Otherwise, OpenText Administration Client is started.
You can sign in using the credentials given in the summary shown in the next
step for first testing.
13. Click Next.

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.

The Summary page informs you about the following:

• After installation, the password of the dsadmin user (superuser of Archive


Center) initially is the empty string. For security reasons, set the password as

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3.1. Running the Archive Center Installer

soon as possible. Although signing in as dsadmin into Administration Client


is not possible, dsadmin is still used by other components.

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).

Tip: In a command window, verify the status of the Archive Spawner


process by running the following commands:

> <OT install AC>\bin\profile.bat


> spawncmd status

where <OT install AC> by default is C:\Program Files\OpenText\


Archive Server 16.2.0.

• If you want to store the summary information for future reference, click
Save Summary.

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Chapter 3 Installing Archive Center

14. The notification server needs to be restarted manually. Open a command


window and enter the following:
spawncmd restart notifSrvr

Continue with the configuration as described in “Configuring Archive Center“


on page 43.

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

3.2 Folder settings


You can specify the following on the Folders page:

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).

DB primary file group


Folder for the database’s primary filegroup (local database only).

Document Pipeline folder


Folder where documents are saved temporarily.

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).

Search index folder


Folder in which the search index for the My Archive and Archive Center Access
web apps is stored.

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.

To clean up the system after a failed installation:

1. Stop the Apache Tomcat and Archive Spawner services.

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

3. Delete the database AC on SQL Server.

• In case of a local database, additionally remove the database user


(acadmin).
• In case of a remote database, recreate an empty database (for example, AC).
The database user (for example, acadmin) must still exist.
4. Delete the following folders. If you changed the default path, delete the
folder accordingly:
Installation folder (C:\Program Files\OpenText),
Configuration folder (C:\ProgramData\OpenText)

Note: Local OTDS installations are always located in C:\ProgramData\


OpenText. Delete this folder even if you changed the default path.

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;).

Tip: Press WINDOWS + PAUSE to open the System item in Control


Panel, and then click Advanced system settings.
• Enabling 8.3 format
Directory Services must be installed on a drive or partition that supports the 8.3
format. Trying to install OTDS on a partition that does not support 8.3 format
will lead to an error. By default, C: supports 8.3 format.

To check whether a partition supports the 8.3 format:

• 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:.

To enable 8.3 format for a partition:

• To enable 8.3 format for the drive <drive>, run:

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3.3. Troubleshooting

FSUTIL.EXE 8dot3name set <drive> 0

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

Configuring Archive Center

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.

Further configuration for the Application Layer


To use the Application Layer and the web apps of Archive Center, several additional
steps are required. For example, you must create tenants. For more information, see
OpenText Archive Center - Scenario Configuration Guide (AR-CGD).

4.1 Signing in to Archive Server in Administration


Client
To authenticate against Archive Server using Directory Services, start
Administration Client and sign in as user otadmin@otds.admin.

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).

4.2 Changing the dsadmin password


The initial password of the dsadmin superuser is not set. You must assign a
password as soon as possible.

Note: Although signing in as dsadmin into Administration Client is not


possible when OTDS is used, dsadmin is still used by other components.

To set the password of the dsadmin user:

1. Sign in to Administration Client as an OTDS user with administrator rights (for


example, otadmin@otds.admin).

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

4.3 Changing the password of the database user


The login (DBLOGIN) and password (DBPASSWORD) of the database user are encrypted
and stored in the setup file DBS.Setup. If you change the password of the database
user, you must also change the corresponding entry as described below.

To change the DB user password:

1. Start Administration Client and sign in to Archive Server.

2. In the console tree, expand the Archive Server node.

3. Create a secure password.

Note: Characters allowed within a password are all printable ASCII


characters except: “;”, “'” and “"”.

4. Select the Configuration object in the console tree and search for the User
password of database configuration variable (internal name:
AS.DBS.DBPASSWORD).

5. Open the Properties of the User password of database configuration variable


and enter the new password.

6. Click OK.
The password is automatically stored and encrypted.

7. Change the password in the database application.

8. Restart the Apache Tomcat and Archive Spawner services for the changes to
take effect.

4.3.1 Oracle Database only: Checking the expiry date of the


password
You can check the expiry date of the user password. Run an SQL statement as
follows:

Example: sqlplus ecr/ecr@ecr_<local_host>

select username,account_status,expiry_date from user_users;

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.

Further See also the Oracle information about security (http://www.oracle.com/technetwork/


information database/security/overview/index.html).

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4.4. Configuring the ports for the SAP gateway

4.4 Configuring the ports for the SAP gateway


For the SAP Document Pipeline to function, the gateway ports need to be configured
in Windows.

To configure the ports for the SAP gateway:

• Open the C:\Windows\System32\drivers\etc\services file in an editor and


add the following lines. Depending on the gateway instances you use, you do
not need to add all 100 lines:

sapgw00 3300/tcp #SAP Gateway


sapgw01 3301/tcp #SAP Gateway
... ... ...
sapgw99 3399/tcp #SAP Gateway

4.5 Configuring different internal and external


hostname
If in a cloud environment the internal and external name of the Archive Center host
diverge, do the following.

To configure diverging internal and external hostnames:

1. Start Administration Client and connect to Archive Center (Archive Center).

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

4.6 Configuring certificate authentication for Archive


Center Proxy
Before Archive Center Proxy can be installed using the Authenticate with SSL
Client Certificate option, you must change a configuration variable in Archive
Center.

To accept SSL/TLS client certificates for authentication:

1. Start OpenText Administration Client and connect to Archive Center (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).

4. Set the Value to on, and then click OK.

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.

Settings to be considered during installation of SQL Server

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.

5.1 Configuring network connectivity


Enable SQL Server to be connected via TCP/IP using SQL Server Configuration
Manager. The SQL Server must use static ports. Dynamic ports will not work.

To configure network connectivity:

1. Start SQL Server Configuration Manager.

2. Expand SQL Server Network Configuration > Protocols for MSSQLSERVER.

3. Double-click TCP/IP. If it is not enabled yet, enable it.


On the IP Addresses tab, scroll down to the IPAll area and ensure that TCP
Dynamic Ports is blank, and that TCP Port is set to the SQL Server port
(default: 1433).

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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server

4. If the Shared Memory protocol is enabled, disable it.

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).

6. If you had to change anything in the previous steps:


Expand SQL Server Configuration Manager (Local) > SQL Server Services,
right-click SQL Server (MSSQLSERVER), and then click Restart.
SQL Server is now ready to be connected using TCP/IP.

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5.2. Creating the SQL Server login

5.2 Creating the SQL Server login


In the SQL Server Management Studio (Security > Logins), create a new login (for
example, ecr).
Select the SQL Server Authentication option.
Clear the Enforce Password policy option.

5.3 Creating the database


1. In the SQL Server Management Studio, connect to the database engine as sa.

2. Select New Database.

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:

Logical Name File Type Filegroup Initial Size Autogrowth


(MB)
ECR Rows Data PRIMARY 50 By 1 MB
ECR_log Log n/a 100 By 10 %
ECR_DATA_1 Rows Data ECR_DATA 100 By 100 MB
ECR_INDEX_1 Rows Data ECR_INDEX 100 By 100 MB

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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server

c. Click Options and set the following:

i. Select SQL_Latin1_General_CP1_CS_AS as the collation.

Note: CS (case-sensitive) and AS (accent-sensitive) are


recommended.
ii. Set the following options to True:
Auto Create Statistics, Auto Update Statistics,
ANSI NULL Default, ANSI NULLS Enabled, ANSI Padding
Enabled, ANSI Warnings Enabled, Arithmetic Abort Enabled,
Concatenate Null Yields Null, Quoted Identifiers Enabled
iii. Set the following options to False:
Auto Close, Auto Shrink,
Close Cursor On Commit Enabled,
Numeric Round-Abort
iv. Set Page Verify to 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).
d. Click OK to create the database.

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.

5.4 Rights for database users before and after


installation
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.

Database permissions/roles required for running a database schema


• db_datareader
• db_datawriter
• public
• Permission to execute stored procedures
Recommendation: execute permission on the schema

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5.4. Rights for database users before and after installation

To downgrade the database permissions:

1. Transfer the ownership to a new database user.

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.

To create a new database account:

1. Create a new login and database user.

Example:

USE [ECR];
CREATE LOGIN ecrdb WITH PASSWORD='ecrdb',
DEFAULT_DATABASE=ECR, CHECK_EXPIRATION=OFF,CHECK_POLICY=OFF;

CREATE USER [ecrdb] FOR LOGIN [ecrdb] WITH_DEFAULT_SCHEMA=[dbo];

EXEC sp_addrolemember 'db_datawriter', 'ecrdb';


EXEC sp_addrolemember 'db_datareader', 'ecrdb';
GRANT EXECUTE ON SCHEMA::[dbo] TO [ecrdb];
GO

2. Configure the Archive Center database access:

a. Start Administration Client and sign in to Archive Server.


b. Change the AS.DBS.DBLOGIN and AS.DBS.DBPASSWORD parameters to
reflect the new database login.
For more information, see “Changing the password of the database user”
on page 44.

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Chapter 5 Appendix: Setting up the database in Microsoft SQL Server

Note: Changing DBLOGIN involves the same steps as when changing


DBPASSWORD.

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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:

1. Set the language.

2. Install the Oracle server software and relevant patches.

3. Create the Oracle listener.

4. Create the database.

5. Create the database user.

6. Configure the Oracle listener.

7. Configure the TNS service names.

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:

1. Install the Oracle Client software and relevant patches.

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).

To set the regional options:

1. In Control Panel, click Regional and Language Options > Formats.

2. In the Formats drop-down list, select English (United States).

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Chapter 6 Appendix: Setting up the database in Oracle Database

6.1 Setting up Oracle Database server


6.1.1 Creating the Oracle Listener
1. To start the Net Configuration Assistant, from the Start menu, click Oracle -
<Oracle installation name> > Configuration and Migration Tools > Net
Configuration Assistant.
The path depends on the Oracle version and installation name you specified
during installation.

2. Welcome: Select Listener configuration and click Next.

3. Listener Configuration, Listener: Select Add and click Next.

4. Listener Configuration, Listener Name: Type a name for the Oracle listener, for
example, LISTENER, and click Next.

5. Listener Configuration, Select Protocols: Add TCP to the selected protocols


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.

7. Listener Configuration, More Listeners: Select No and click Next.

8. Listener Configuration Complete: Click Next.

9. Welcome: Click Finish.


The listener is created and started.

6.1.2 Creating the test database

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:

• The volumes of the disks must not be compressed.


• Avoid the use of RAID 5 for redo logs and archived redo logs.

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

To create the database with Oracle 11.2:

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.

2. Welcome: Click Next.


The number of steps shown in the dialog headers may vary between 11 and 12,
but there are always 11 steps processed.

3. Step 1 of 11: Operations: Select Create a Database and click Next.

4. Step 2 of 11: Database Templates: Select Custom Database and click Next.

5. Step 3 of 11: Database Identification: Type a Global Database Name (for


example, ECR). The SID is set automatically. Click Next.

6. Step 4 of 11: Management Options:

• In the Enterprise Manager pane, select Configure Enterprise Manager and


Configure Database Control for local management.
• In the Automatic Maintenance Tasks pane, clear Enable automatic
maintenance tasks.

Click Next.

7. Step 5 of 11: Database Credentials: Feel free to set the passwords according to
your company standards.
Click Next.

8. Step 6 of 11: Storage Options:

• For storage type, select File System


• For storage location, select Use Common Location for All database Files
and enter the respective directory (directory must exist).

Click Next.

9. Step 7 of 11: Recovery Configuration:

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Chapter 6 Appendix: Setting up the database in Oracle Database

a. Clear Specify Fast Recovery Area.


b. Select Enable Archiving.
c. Click Edit Archive Mode Parameters.
d. Enter one or more directories on dedicated disks as archive log
destinations.
e. Click OK and then click Next.

10. Step 8 of 11: Database Content:

a. Clear Oracle Text.


b. Select at least Enterprise Manager Repository.
c. Click Standard Database Components and clear all options. Ignore
warning and click OK.
d. Click Custom Scripts and select No Scripts to run.
e. Click Next.

11. Step 9 of 11: Initialization Parameters:

a. Click Memory and select Typical.


Memory Size 500 MB.

Note: This is the minimum for a test system; a reasonable value for a
productive database will be substantially larger.

Select Use Automatic Memory Management.


b. Click Sizing:
For the block size, select 8192 bytes.
For processes, select at least 200.
c. Click Character Sets and do the following:

• Database Character Set: Select Use Unicode (AL32UTF8).


• National Character Set: Select AL16UTF16 – Unicode UTF-16
Universal character set.
d. Click Connection Mode and select Dedicated Server Mode.
Click Next.

12. Step 10 of 11: Database Storage:

a. Expand the Storage tree listing.


b. Click Controlfile to check that there are at least two control files.
c. Create the tablespace ECR_DATA:

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

• As name, enter ECR_DATA.


• As file name, enter ECR_DATA_1.dbf .
• Accept the shown directory.
• As Size, enter 500 MB.

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:

i. Expand the Datafiles tree listing.


ii. Click the entry for ECR_DATA, for example, ECR_DATA_1.dbf.
iii. Select the Storage tab and set the following:

• Enable the Automatically extend datafile when full


(AUTOEXTEND) option and set the increment to 500 M Bytes.
• As maximum size, select Unlimited.
iv. Select the entry for ECR_INDEX, for example, ECR_INDEX_1.dbf.
v. Click the Storage tab and set the following:

• Enable the Automatically extend datafile when full


(AUTOEXTEND) option and set the increment to 500 M Bytes.
• As maximum size, select Unlimited.
f. Configure the redo log groups:

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Chapter 6 Appendix: Setting up the database in Oracle Database

i. Expand the Redo Log Groups.


ii. Click redo log group 1.
iii. Set the File Size to 100 M Bytes.
iv. Verify the directory for the first redo log member.
v. Add at least one other file to the redo log members. This file must be
located on a separate disk (if you are using a SAN (Storage Area
Network) or something comparable you can omit this point).
vi. Repeat the definition (steps 12.f.ii to 12.f.v) for the redo log groups 2
and 3.
g. Click Next.

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.

6.1.3 Creating the database user


1. Start SQL*Plus.

set ORACLE_SID=ECR
sqlplus "sys/<password> as sysdba"

2. Enter the following SQL commands:

create user ecr identified by ecr;

grant create sequence to ecr;


grant create table to ecr;
grant create view to ecr;
grant create session to ecr;
grant create procedure to ecr;
grant execute on DBMS_SQL to ecr;

alter user ecr default tablespace ecr_data;


alter user ecr quota unlimited on ecr_data;
alter user ecr quota unlimited on ecr_index;

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

6.1.4 Configuring the Oracle Listener


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.

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:

• TCP/IP with your host and the port (default: 1521)


• IPC with key ORACLE_SID (default ECR)

4. Select Database Services and click Add Database.

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

Or stop and start the respective service:


Oracle< <your oracle installation key> >TNSListener

The listener is now configured and ready for use.

6.1.5 Configuring Oracle TNS Service Names


To use SQL*Plus with Net Services Names and for some components of Archive
Center, you need to configure the tnsnames.ora file.

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.

4. Click Edit and then click Create.

5. Page 1 of 5, Welcome: Enter the net service name (for example,


ECR_<localhost>) and click Next.

6. Page 2 of 5, Protocol: Select TCP/IP (Internet Protocol) and click Next.

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.

9. Page 5 of 5, Test: Click Finish.

10. Expand Oracle Net Configuration > Local and click Service Naming.

11. Select the just created service ECR_<localhost>. An address configuration is


displayed showing Address 1. Click + to add another address.

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.

6.2 Rights for database users before and after


installation
Technical database users who run an Archive Center database on a regular basis do
not need the full scope of administration privileges that are required for creating a
database.

Administration privileges required for creating a database schema

create user ecr identified by ecr;

grant create sequence to ecr;


grant create table to ecr;
grant create view to ecr;
grant create session to ecr;
grant create procedure to ecr;
grant execute on DBMS_SQL to ecr;

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6.2. Rights for database users before and after installation

alter user ecr default tablespace ecr_data;


alter user ecr quota unlimited on ecr_data;
alter user ecr quota unlimited on ecr_index;

exit

Note: Using a role to grant the rights indirectly is not sufficient as stored
procedures will not have the rights.

Administration privileges required for running a database schema


We assume that the same database user is used to create and to run the database
schema.

grant create session to ecr;


grant create sequence to ecr;
alter user ecr quota unlimited on ecr_data;

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.

7.1 Starting and stopping Archive Server with SQL


Server
To start Archive Center:

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.

To stop Archive Center:

1. Open the Services window as described above.


2. Select Archive Spawner and click Stop.
3. Select Apache Tomcat and click Stop.

To stop the SQL Server database:

• Use the Microsoft SQL Server Management Studio to stop the SQL Server
service.

To set the startup type of Archive Server to manual:

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.

To disable Archive Center:

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.

7.2 Starting and stopping Archive Server with Oracle


Database
To start Archive Server:

1. From the Control Panel, open Administrative Tools > Services.


2. Select Oracle<Ora_Home>TNSListener and click Start.
Select Oracle<Ora_Home>Agent and click Start.
Select OracleService<SID> and click Start.
3. Select Apache Tomcat and click Start.
4. Select Archive Spawner and click Start.

To stop Archive Center:

1. Open the Services window as described above.


2. Select Archive Spawner and click Stop.
3. Select Apache Tomcat and click Stop.

To stop the Oracle Database:

1. Open the Services window as described above.


2. Select Oracle<Ora_Home>Agent and click Stop.
Select OracleService<SID> and click Stop.

To set the startup type of Archive Center to manual:

1. Open the Services window as described above.


2. Double-click Archive Spawner, set Startup type to Manual, and click OK.
3. Repeat the previous step for the following services:
Apache Tomcat
Oracle<Ora_Home>Agent
OracleService<DatabaseInstance>

To disable Archive Center:

1. Open the Services window as described above.


2. Double-click Archive Spawner, set Startup type to Disabled, and click OK.
3. Repeat the previous step for the following services:

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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

The Application Layer provides the extended functionality of OpenText Archive


Center and offers additional services for multi-tenant, integrated archiving. Using
the OpenText Archive Center Administration web client, you can set up archiving
scenarios involving SAP or file systems (CIFS).

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

Controls and defines all archiving activities and is mapped to a tenant-specific


logical archive. (Extended Archive Center feature)
See Also Data source.

Content Management Interoperability Services (CMIS)

An open standard that allows different content management systems to inter-


operate over the Internet. CMIS defines an abstraction layer for controlling
diverse document management systems and repositories using web protocols.

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.

In Administration Client, logical archives on hold are indicated by a check mark


in the On Hold column of the Original Archives list and by an entry in the
archive's Properties dialog box.
See Also Retention.

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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

Time frame during which it is impossible to delete or modify a document to


facilitate compliance with regulations and meet the demands of lifecycle
management. Retention is defined per logical archive and can be either fixed
(“hardware retention”; i.e. propagated to the storage system) or variable
(“software retention”; i.e. handled by the leading application).

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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