Calyx RIM 6.2 CHF 3 Installation Guide

Calyx RIM Configuration

  1. Locate the insightConfig.bat file in the <installation drive>\InSightManager\server\all\conf\insight installation directory and double-click the file.
    Note: If insightConfig.bat fails to run, add a reference to java.exe from the JDK package to the Path environment variable.
  2. Enter the appropriate values in the LIQUENT InSight Configuration Wizard. For Tab Basic Settings > Server Settings section:
    Machine <appsrvr>
    Port 8080
    Warning: Calyx RIM will not run if the port specified is in use by another application. Ensure that any applications that use the specified port (example – Windows IIS) are not running on the server.
    Note: If you change the port number from the default 8080, you must also change the Connector port = "8080" setting in the C:\InSightManager\server\all\conf\bindingservice.beans\META-INF\bindings-jboss-beans.xml file.
  3. Enter the appropriate values in the Database Settings section:
    Database Server Type Oracle
    Database Server <server-oracle>
    Database Port 1521
    Instance Name <sid-base>
    User Name insight_user
    Password <password>
  4. Enter the appropriate values in the DefaultDS section:
    DefaultDS User Name jmsadmin
    DefaultDS Password <password>
    Note: After the Calyx RIM installation is complete, you can arrange with your Database Administrator to change the DefaultDS password to a unique value. Once the password is changed in the database, you must reconfigure the insight.var file with the new password by running insightConfig.bat again.
  5. Note: Perform this step only if your installation includes the Calyx RIM Workflow Integrations license.
    Choose one of the below defined values and enter the appropriate one in the Workflow Settings section. When entering the location, the file path is case-sensitive.
    Workflow Definition Location
    System Workflow Definition Location
    Documentum dctm://docbase/cabinet/foldername
    Livelink llin://repositoryname/workspace/folderpath
    File System //servername/servershare/foldername
    SharePoint shpt://repository/foldername
  6. Enter the appropriate values in the Mail Settings section:
    Enable Notifications True
    Notification ‘From’ Address For example: <[email protected]>
    Notification ‘From’ Name <InSight>
  7. Enter the appropriate values in the Assembly Settings section:
    Reference Object Type <dm_document>
    Assembly Leaves Auto Create true
  8. Enter the appropriate values in the Publishing Settings section. Preserve case-sensitivity in the file path.
    DMS Type = Documentum, Livelink, SharePoint, Secure File System or File system

    eCTD Location = (When entering the location, the file path is case-sensitive. The DTD location was specified previously.)

    Documentum dctm://docbase/cabinet/foldername
    Livelink llin://repositoryname/workspace/folderpath
    File system //servername/servershare/foldername
    SharePoint shpt://repository/foldername
    Company Name The name of your company
    Additional Documentum Rendition Formats list of rendition's extensions in addition to 'pdf' for Documentum repository only. For example: c2pdf, xpdf
    Note: The DMS Type and eCTD Location should match the repositories configured in Application Server Installation procedure.
  9. This step is optional. Enter the appropriate values in the SPOR API Settings section:
    Value Description
    Enable SPOR API for RMS<value> The <value> is false by default. If you want the loading of RMS values from EMA SPOR REST Server, set this parameter to true.

    For example: Enable SPOR API for RMS=true

    Enable SPOR API for OMS <value> The <value> is false by default. If you want the loading of OMS values from EMA SPOR REST Server, set this parameter to true.

    For example: Enable SPOR API for OMS=true

    Default interval (minutes) The update interval. The service will run in the update interval provided.
    User Name=<user_name> The user name and password values must be requested from EMA authority.
    Password=<password> The user name and password values must be requested from EMA authority.
  10. Enter the appropriate values in the XEVMPD Settings section:
    Message Character Encoding UTF-8
    Formatted Output XML true
    Note: Message Character Encoding = UTF-8 or UTF-16 (If you leave this blank, the setting defaults to UTF-8.)
    1. Set the following required parameters in insight.var:
      Parameter Description
      Location for XEVMPD Submission The path to the previously created and saved EMEA XML file.
      Location for XEVMPD Acknowledgement The path to the import folder from where the service will take files to import. It must also contain a subfolder named "processed". All processed files are moved to that folder by the service.
      Defined interval (minutes) The update interval. The service will run in the update interval provided.
  11. Note: Perform this step only if your installation includes the Calyx RIM for Analytics license.
    Enter the appropriate values in the WebFocus Security Settings section:
    WebFocus Host http://host-name
    WebFocus Port 25000
    WebFocus URL path /ibi_apps/
    Key (enciphering) WebFocus-Key
    Token life (sec) 18000
  12. Enter the appropriate values in the InSight Rendering Connection Settings section.
    Server <IRserver>
    Port 2861
    • Server = IR41
    • Port = 2861
  13. On the Identity Provider Settings tab, enter the appropriate values for the LDAP Identity Provider Type:
    LDAP Server <insightpdc>
    Base query OU=Users,DC=insight
    User query CN=Administrator,OU=Users,DC=insight
    Password <password>
    Default admin <admin> CN=security admin,OU=insight Users,DC=insight
    LDAP Port 389
    Use Secure LDAP True/False (By default the value is False)
    Secure LDAP Port 636
    Note: Populating LDAP Port, the usage of the Secure LDAP and theSecure LDAP Port fields is optional. If they are not populated, then not secured 389 port will be used by default.
  14. On the Cleanup Schedule tab, enter the appropriate values in the Cleanup Schedule.
    Daily
  15. On the Help tab, enter the following value in the Help Settings field: https://help.liquent.com/InSight_6-2-0/index.html.
  16. Select File > Generate File and OK to confirm.
    • The insight.var is successfully created in the ..conf\insight directory with the correct settings.
    • The oracle-ds.xml is successfully created in the ..server\all\deploy directory with the correct settings.
    Note: The first generation of files will throw an error as it cannot backup files it is generating.
  17. Select File > Exit.
  18. Edit the mail-service.xml file located at C:\InSightManager\server\all\deploy\.
    Modify the mail.smtp.host and mail.smtp.port property values for the e-mail server name and port to be used for Calyx RIM notifications.