OpenText ™ Documentum ™ D2 Version 16.4 Installation Guide Legal Notice This documentation has been created for software version 16.4. 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 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 Support: https://support.opentext.com For more information, visit https://www.opentext.com Copyright © 2018 Open Text. All Rights Reserved. Trademarks owned by Open Text. Adobe and Adobe PDF Library are trademarks or registered trademarks of Adobe Systems Inc. in the U.S. and other countries. One or more patents may cover this product. 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Table of Contents Preface ................................................................................................................................. 7 Chapter 1 Getting Started ............................................................................................. 9 Know Before You Start....................................................................................... 9 Preparing for Installation ................................................................................... 9 Instructions for Installing D2 ............................................................................. 10 Understanding the D2 Keystore Utility .............................................................. 12 Running the D2 Keystore Utility........................................................................ 13 Registering D2 DFC Clients as Privileged Clients................................................ 15 Chapter 2 Upgrading D2 .............................................................................................. 17 Planning Your D2 Upgrades.............................................................................. 17 Running the D2 Migration Utility ...................................................................... 18 Upgrading D2 4.6 to D2 16.4 on the Documentum Server .................................... 21 Re-running the Upgrade Utility......................................................................... 24 Upgrading D2 on the Web Application Server .................................................... 25 Removing Lockbox Artifacts ............................................................................. 26 Chapter 3 Installing D2 on the Documentum Server .................................................... 29 Installing D2 on the Documentum Server ........................................................... 29 Chapter 4 Deploying D2 DAR Files Manually ............................................................... 33 Deploying D2 DAR Files Manually.................................................................... 33 Chapter 5 Installing D2 on the Web Application Server ............................................... 35 Limitations of D2 Core Installer......................................................................... 35 Installing D2 on Apache Tomcat for Microsoft Windows ..................................... 35 Installing D2 on Apache Tomcat for a Linux Environment................................... 36 Installing D2 on IBM WebSphere ....................................................................... 37 Installing D2 on Oracle WebLogic...................................................................... 39 Installing D2 on Redhat JBOSS .......................................................................... 40 Installing D2 on VMware vFabric tcServer for Microsoft Windows ...................... 41 Installing D2 REST Extension Framework .......................................................... 42 Configuring D2 REST Extension Framework ...................................................... 43 Chapter 6 Deploying D2 in a Docker Environment ....................................................... 45 Preparing the D2 Docker Environment............................................................... 45 Running the D2 Docker Containers.................................................................... 45 Add Webapp as DFC Privileged Client .............................................................. 45 3 Table of Contents Chapter 7 Configuring D2 ............................................................................................ 47 Installation Validation....................................................................................... 47 Configuring D2 Config...................................................................................... 54 Configuring D2 Client....................................................................................... 57 Configuring D2 Java Method Server................................................................... 68 File Transfer Modes .......................................................................................... 68 Installing DCM Browser Extension (Internet Explorer)........................................ 69 Installing DCM Browser Extension (Firefox)....................................................... 69 Installing DCM Browser Extension (Chrome) ..................................................... 70 Installing DCM Browser Extension (Safari)......................................................... 70 Uninstalling Documentum Client Manager Browser Extensions .......................... 71 Uninstalling Documentum Client Manager Native Application ........................... 71 Configuring File Transfer Modes ....................................................................... 72 Configuring logback.xml for the Documentum Server......................................... 74 Removing Debug Logs from the JBoss 7.1.1 JMS Log........................................... 75 Configuring Documentum Server server.ini ....................................................... 75 Configuring D2 Auditing .................................................................................. 76 Configuring Application Server Pooling Session ................................................. 76 Configuring Compatibility with Documentum Information Rights Management (IRM)........................................................................................... 76 Configuring the D2EventSenderMailMethod...................................................... 77 Configuring D2 to use CTS for Fast Web-Enabled C2 Renditions.......................... 77 Enabling POP3S Mail Configuration .................................................................. 78 Chapter 8 Best Practices ............................................................................................. 81 Enabling Compression at the Application Server when using Apache Tomcat or JBoss ................................................................................................ 81 Optimizing Performance for Widgets and Large Numbers of Content.................. 81 Improving Content Transfer Performance .......................................................... 82 General Tuning Tips ......................................................................................... 83 Chapter 9 Configuring Authentication ......................................................................... 85 Single Sign On (SSO) Authentication for D2 ....................................................... 85 Configuring Microsoft Windows NT Unified Logon (NTLM) .............................. 85 Configuring Kerberos ....................................................................................... 86 Configuring Kerberos for Multiple Domains...................................................... 88 Configuring TrustedReverseProxy for Various SSO Environments ....................... 89 Adding Administrator Credentials to the D2 keystore for SSO............................. 91 Configuring the Shiro.ini file for Interoperability with D2-Config and the Documentum Method Server....................................................................... 92 Configuring the shiro.ini file for Custom SSO Integrations .................................. 92 Configuring Security Assertion Markup Language (SAML) Support.................... 93 Chapter 10 Installing Advanced Publishing Services .................................................... 97 Advanced Publishing Services Plug-in ............................................................... 97 4 Table of Contents Deploying Advanced Publishing Services Automatically .................................... 97 Installing the Advanced Publishing Services Plug-in ....................................... 98 Installing Advanced Publishing Services Libraries on a Linux Environment ................................................................................................ 99 Installing Advanced Publishing Services Libraries on Microsoft Windows ................................................................................................... 100 Installing D2–Link .....................................................................................