Revize Installation Guide
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INSTALLATION GUIDE © 2001-2003 Idetix Software Systems Revize Installation Guide TABLE OF CONTENTS Installation Guide ...........................................................1 Table of Contents ..........................................................2 1 Overview.................................................................5 1.1 Assumptions....................................................5 1.2 Typographic Conventions................................6 2 System Requirements ............................................7 2.1 Server Hardware Requirements......................7 2.2 Operating System Requirements ....................8 2.3 Database Requirements..................................9 2.4 Web Server Requirements ..............................9 2.5 Web Browser Requirements .........................10 3 Stand-Alone installation........................................11 3.1 System Requirements ...................................11 3.2 Installation Steps ...........................................11 © 2001-2003 Idetix Software Systems Page 2 Revize Installation Guide 4 Network Installation ............................................. 22 4.1 Windows NT 4.0 / 2000 ................................ 22 4.2 Redhat Linux / Solaris 8 (Sparc)................... 22 4.2.1 Redhat 6.2/Solaris 8 Installation (GUI).. 23 4.2.2 Solaris 8/Redhat 6.2 Console Installation 24 4.2.3 Redhat Linux 7.2 (and later) Installation 25 5 Installation Verification......................................... 27 5.1 Administration Center ................................... 27 6 External Web server ............................................ 33 6.1 Resin on IIS .................................................. 33 6.2 New Install of Revize .................................... 33 6.3 Migrating to New Deployment....................... 34 6.4 Migrating a Current Deployment to Run Under IIS 38 6.5 Install Resin IIS dll ........................................ 39 6.6 Set ISAPI Filter Via IIS manager .................. 43 © 2001-2002 Idetix Software Systems Page 3 Revize Installation Guide 6.7 Web Service Extensions - IIS 6.0..................46 6.8 Configuring the resin.conf file........................49 6.9 Editing the Revize.xml File ............................51 6.10 Create Revize Virtual Directory .................51 6.11 Troubleshooting .........................................55 7 External Database................................................58 8 Revize Glossary of Terms ....................................68 © 2001-2003 Idetix Software Systems Page 4 Revize Installation Guide 1 OVERVIEW This manual gives the requirements and installation instructions for Revize on all supported operating systems. 1.1 ASSUMPTIONS In addition to the instructions outlined in this manual, it is assumed that anyone installing Revize should have working knowledge of and/or experience with: • General installation of software on the target platform • Starting and stopping processes on the target platform • Web servers and their setup, including HTTP protocols, URL’s, port configurations, etc. • Security mechanisms • Backup systems, log file usage and other basic server requirements © 2001-2002 Idetix Software Systems Page 5 Revize Installation Guide 1.2 TYPOGRAPHIC CONVENTIONS Note that Revize documentation uses certain typo- graphic conventions to describe 1. References to a specific location in Revize or the operating system will be indicated in this document either in SMALL CAPS, or as a capitalized word followed by the word “button”. For example: Click RESOURCES. Click the New button. 2. Specific words that should be entered into a field will be indicated by bold italics. (Note: Actual entries will not be in bold italics when typed into Revize.) For example: Type John Doe in the First_Name field. In the Age field, type 52. 3. Fields will be referenced by the name used in Revize, followed by the word “field”. For example: Type a name for your Template in the Label field. © 2001-2003 Idetix Software Systems Page 6 Revize Installation Guide 2 SYSTEM REQUIREMENTS System requirements for Revize are separated into several groups: • Server Hardware Requirements • Operating System Requirements • Database Requirements • Web Server Requirements • Web Browser Requirements 2.1 SERVER HARDWARE REQUIREMENTS Intel™-based (or equivalent) server hardware used for Revize should meet the following minimum requirements: • 256 MB of RAM (512 MB is recommended) • Pentium III 800 MHz or AMD Athlon 800 MHz or greater • 512 MB hard disk space, including 150 MB for the Revize system plus space for Web content © 2001-2002 Idetix Software Systems Page 7 Revize Installation Guide Sparc™ server hardware used for Revize should meet the following minimum requirements: • 300+ Mhz SPARC processor • 256 MB RAM (512 Recommended) • 512 MB hard disk space, including 150 MB for the Revize system plus space for Web content 2.2 OPERATING SYSTEM REQUIREMENTS Revize has been tested and is supported on the following operating system platforms. • All Win32 Platforms. (Complete testing for Windows Server 2003 is in progress.) • Solaris 8 (Sparc) • Red Hat 6.2/6.3 using Linux 2.2.x kernel • Red Hat 7.2 with JDK 1.4.1_02 installed and configuration changes as noted in this guide. • Red Hat 8.0 with JDK 1.4.1_02 installed and configuration changes as noted in this guide. © 2001-2003 Idetix Software Systems Page 8 Revize Installation Guide 2.3 DATABASE REQUIREMENTS The Revize Web Application is shipped with its own database management system (DBMS). However, it is possible to use other database management systems to store Revize data. Connectivity to an external database is supported by a Revize database adaptor. Currently, the following database adaptors are available: • Oracle 8i • Microsoft SQL Server 7.0, 8.0, & 2000 2.4 WEB SERVER REQUIREMENTS The Revize Web Application is shipped with its own Web server. However, it is possible to use Revize with an external Web server. Currently, the following external Web servers are supported: • Microsoft Internet Information Services (IIS) Web Server © 2001-2002 Idetix Software Systems Page 9 Revize Installation Guide 2.5 WEB BROWSER REQUIREMENTS All interaction with the Revize system uses a standard Web-based interface, operating over a TCP/IP network. Any browser used to access Revize must support JavaScript 1.2 and scripting must not be disabled. Presently there are two tested and supported web browsers: • Microsoft Internet Explorer 5.5 or greater • Netscape Communicator 4.76 or greater Earlier browsers can be used with limitations. Please contact Idetix for further information. © 2001-2003 Idetix Software Systems Page 10 Revize Installation Guide 3 STAND-ALONE INSTALLATION The stand-alone installation of Revize enables development on a single machine, allowing local separate testing of Templates and other resources before they are released into a production system. 3.1 SYSTEM REQUIREMENTS Because the standard development environment (using Dreamweaver) is Windows-based, the stand-alone installation of Revize has been tested only for Windows 32-bit operating systems. See section 2.1 for hardware requirements. 3.2 INSTALLATION STEPS 1. Installation of Revize is controlled by a set of Java resources accessed via an applet embedded in an HTML document. The applet, installation files and HTML document are available either through a CD-ROM or Web download, depending upon how your organization chose to purchase Revize. © 2001-2002 Idetix Software Systems Page 11 Revize Installation Guide 2. If installing via the Web, navigate to the download link provided by Idetix sales / technical support. The Revize startup screen should appear after a few moments, and you can proceed to step 6 below. (Note that the download link used in the following figure is for illustration only. Contact Idetix for specific information regarding Web installation.) 3. If installing from a CD-ROM, insert it into the appropriate drive. If the Revize startup screen appears, skip to step 6 below. Otherwise, you will need to open the startup screen document directly. © 2001-2003 Idetix Software Systems Page 12 Revize Installation Guide 4. Use the Windows explorer to navigate the CD- ROM drive and double-click on INDEX.HTML. © 2001-2002 Idetix Software Systems Page 13 Revize Installation Guide 5. Alternatively, click START on the Windows taskbar and select RUN. Assuming your CD-ROM is drive D, type D:\index.html into the run dialog box and click OK to launch the Revize startup screen. (Substitute the appropriate drive letter, if your CD-ROM drive is not D.) © 2001-2003 Idetix Software Systems Page 14 Revize Installation Guide 6. Once the Revize startup screen displays, click the INSTALL button. 7. In the next window, select INSTALL REVIZE. (Installation and use of the Revize Extension to Dreamweaver is described in a separate manual.) © 2001-2002 Idetix Software Systems Page 15 Revize Installation Guide 8. If a security warning dialog box appears for the InstallAnywhere applet, click YES to accept the signed security certificate and continue the installation. 9. The InstallAnywhere Web Installer screen should appear, and you can simply click the RECOMMENDED INSTALLATION button to install the version of Revize appropriate for the current platform (in this case, Windows). © 2001-2003 Idetix Software Systems Page 16 Revize Installation Guide 10. If the recommended installation button does not appear, simply choose the Windows installer link directly. 11. The installer should indicate that it is down-