LIQUENT InSight 6.2 Installation Guide

Installing LIQUENT InSight Application Server

Observe that some instructions are for upgrade installations only and are not necessary for new installations, and some instructions are optional depending on your document management system (DMS).
  1. Verify the following for the installation service account:
    • Full read/write permissions on server (i.e. in Administrator group).
    • The account is a Windows domain user account with local administrative privileges.
    • That this account is the same one used to install all prerequisite software for the server. This account will be referred to as local administrator.
  2. To turn UAC off in windows 2012 R2, you must change the registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System
    1. EnableLUA from a 1 (on) to a 0 (off)
    2. Restart the Windows 2012 R2 Server
    Note: Changing the EnableLUA value required for installing/uninstalling LIQUENT InSight Service in 2012R2, without changing installing/uninstalling the service, will return an Error message.
  3. Verify the correct server time and time zone with the repository system and the Oracle database system, so that the times for all servers are the same.
  4. Be sure that you have read the supporting documentation listed at the beginning of this document.
    • If performing an upgrade, proceed to the next step.
    • For all other installations, proceed to step 8.
  5. Verify that all users are logged off the LIQUENT InSight system.
  6. Remove the InSight Manager service.
    1. Click Start, type services.msc and press Enter.
    2. Double-click the InSight Manager Service.
    3. In the InSight Manager Service Properties dialog box, click Stop and then click OK.
    4. Navigate to the C:\InsightManager\bin folder and double-click Uninstall_InsightManager_Service.bat to remove the InSight Manager service.
    5. Refresh the Services management window and confirm the InSight Manager Service is no longer available.
  7. Rename your old InSightManager folder to: InSightManagerOLD
  8. Unzip the InSightManager.zip file from the LIQUENT InSight installation media into the root directory of the local drive C:, creating an InSightManager folder on the local drive.
  9. Copy/import the contents of the DTDs directory (i.e. only the files) and the Templates directory (i.e. folder and files) from the LIQUENT InSight installation media to a location on a universally accessible repository.
    A DMS is recommended over a file system. This information will be used in a later step when you enter the path to the location in the insightconfig.bat entry page.
    Documentum dctm://docbase/cabinet/foldername
    Livelink llin://repositoryname/workspace/folderpath
    File system //servername/servershare/foldername
    SharePoint shpt://repository/foldername

    When entering the location, the file path is case sensitive.

    If you are importing the contents into a Docbase, be sure that the file extensions are preserved in the names of the files, that is, the files should still have a name that ends in either .zip or .properties. Furthermore, the contents of the DTD directory should be copied or imported into the last folder specified in the path.

    If you customized the existing Letter and A4 template files for TOC generation (TOCTemplate.doc and A4TOCTemplate.doc), you will need to apply your customizations to the new TOC template files.

  10. Verify appropriate TCP/IP network access. (Make note of the following hostnames for reference.)
    1. Ping the Application Server by hostname.
      LIQUENT InSight
    2. Record  the hostname of the Application Server: _________________________________
    3. Record the hostname of the Content Server Broker: ______________________________
    4. If the Application Server is going to be communicating with a Database on another network server; ping that server by hostname.
    5. Record the hostname of the Database Server: ___________________________________
  11. Verify that the required software components have been installed. See the LIQUENT InSight 6.2 System Support Document (SSD).
  12. Verify that the Regional Options setting on the server hosting the LIQUENT InSight Application Server is set to U.S.
  13. Note: This step is optional.
    If the LIQUENT InSight Application Server will communicate with a Documentum DMS, the Docbase needs to recognize the Printer Text File format (prn) and the SAS Transport File format (xpt). Arrange with your Documentum administrator to create the prn and xpt format types in any Docbases that LIQUENT InSight access.
  14. Note: This step is optional.
    If the LIQUENT InSight Application Server will communicate with a Livelink DMS, several Livelink attributes must be set to Queryable.
    1. In Livelink Administrator, under Search Administration, select Open the System Object Volume and log on.
    2. Select Enterprise Data Source Folder and then open the list next to Enterprise Search Manager and choose Properties.
    3. Select the Regions tab and ensure that the following have Queryable selected:
      OTCurrentVersion OTObject
      OTDataID OTOwnerID
      OTModifyDate OTVersion
      OTName OTVersionName