Front cover Implementing IBM Content Manager OnDemand Solutions with Case Studies Product philosophy and history Platform specific implementation guidelines Multiple case studies for various platforms Wei-Dong (Jackie) Zhu Carol Allen Terry Brown James Ilardi Dewey Jackson Hassan A Shazly Edward E Stonesifer Vanessa T Stonesifer ibm.com/redbooks International Technical Support Organization Implementing IBM Content Manager OnDemand Solutions with Case Studies December 2007 SG24-7511-00 Note: Before using this information and the product it supports, read the information in “Notices” on page ix. First Edition (December 2007) This edition applies to Version 8 Release 4 of IBM DB2 Content Manager OnDemand for Multiplatforms (program number 5724-J33), Version 7 Release 1 of IBM DB2 Content Manager OnDemand for z/OS and OS/390 (Program Number 5655–H39), Version 5 Release 4 of IBM DB2 Content Manager OnDemand for i5/OS (Product number 5722-RD1). © Copyright International Business Machines Corporation 2007. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Notices . ix Trademarks . x Preface . xi The team that wrote this book . xii Become a published author . xiv Comments welcome. xv Part 1. Implementation guidelines. 1 Chapter 1. Introduction to IBM Content Manager OnDemand . 3 1.1 IBM Content Manager OnDemand product philosophy. 4 1.2 Content Management OnDemand history. 5 Chapter 2. IBM Content Manager OnDemand for Multiplatforms implementation guidelines. 11 2.1 Identify project resources . 12 2.2 Content Manager OnDemand server sizing . 13 2.2.1 Architecture and platform . 14 2.2.2 CPUs. 15 2.2.3 Memory . 16 2.2.4 Disks . 17 2.3 Installation and configuration. 17 2.3.1 Environment preparation. 18 2.3.2 Add and modify an operating system user . 23 2.3.3 Installation and configuration summary. 24 2.3.4 Create Content Manager OnDemand instance. 25 2.3.5 Configure storage management . 29 2.3.6 Verifying the installation . 31 2.3.7 Implementation best practices . 32 2.4 Design . 34 2.4.1 Report selection . 34 2.4.2 Indexing requirements. 35 2.4.3 Retention. 36 2.4.4 Application group, application, and folder . 37 2.4.5 Security . 37 2.4.6 Indexers . 39 2.4.7 Exit points . 40 © Copyright IBM Corp. 2007. All rights reserved. iii 2.5 Application setup and verification . 51 2.5.1 Report setup . 51 2.5.2 Permissions setup. 54 2.5.3 Load, retrieve, and print verification . 55 2.5.4 User acceptance . 56 2.6 Functional testing . 57 2.6.1 Load daemons . 57 2.6.2 Expiration processing . 58 2.6.3 Startup and shutdown processing. 61 2.6.4 Retrieval processing . 65 2.6.5 Printing . 65 2.6.6 Custom scripts . 65 2.6.7 Backup and recovery . 65 2.7 Performance testing and considerations . 65 2.7.1 Develop test cases based on requirements . 66 2.7.2 Load testing. 66 2.7.3 Search and retrieval testing . 67 2.7.4 Tuning considerations based on test results. 67 2.8 Training . 68 2.8.1 Administrator training . 68 2.8.2 User training . 69 2.9 Deployment into production. 69 2.9.1 Automate system process. 70 2.9.2 System documentation . 71 2.9.3 System monitoring . 71 Chapter 3. IBM Content Manager OnDemand for i5/OS implementation guidelines . 75 3.1 Introduction . 76 3.2 Identify project resources . 76 3.3 OnDemand server sizing. 77 3.4 Installation and configuration. 77 3.4.1 Installing software . 78 3.4.2 Creating an instance . 78 3.4.3 Setting up the Administration Client . 79 3.4.4 Creating a migration policy using System i Navigator. 80 3.5 Design . 81 3.5.1 Report selection . 81 3.5.2 Indexing requirements. 82 3.5.3 Retention. 84 3.5.4 Application group, application, and folder . 85 3.5.5 Security . 90 3.5.6 Document Audit Facility . 95 iv Implementing IBM Content Manager OnDemand Solutions 3.5.7 Indexers . 97 3.5.8 Exit points . 98 3.6 Application setup and verification . 99 3.6.1 Report setup . 99 3.6.2 Permissions setup. 106 3.6.3 Load, retrieve, and print verification . 107 3.6.4 User acceptance . 109 3.7 Functional testing . 110 3.7.1 Automatically loading reports . 110 3.7.2 Storage management . ..