Alfresco Enterprise 4.1.5 Administrator PDF
Preview Alfresco Enterprise 4.1.5 Administrator
Enterprise 4.1.5 Alfresco Enterprise 4.1.5 Administrator Contents Preface........................................................................................................................................9 Audience..............................................................................................................................9 Typographic conventions used in this guide.......................................................................9 Installing...................................................................................................................................10 Installing Alfresco using setup wizards.............................................................................10 Installing Alfresco Enterprise on Linux......................................................................10 Installing Alfresco Enterprise on Windows................................................................13 Installing Alfresco Enterprise.............................................................................................16 Software requirements...............................................................................................16 Language support......................................................................................................17 Production environment checklist..............................................................................18 Alfresco Enterprise installation files...........................................................................21 Installing Alfresco on Tomcat....................................................................................24 Installing Alfresco on JBoss......................................................................................28 Installing Alfresco on WebLogic................................................................................33 Installing Alfresco on WebSphere.............................................................................40 Installing software required for Alfresco............................................................................48 Installing OpenOffice..................................................................................................48 Installing ImageMagick..............................................................................................49 Installing Ghostscript..................................................................................................49 Installing Flash Player...............................................................................................50 Installing SWF Tools..................................................................................................50 Installing TinyMCE language packs..........................................................................52 Installing an Alfresco Module Package.....................................................................52 Installing and configuring Alfresco WCM.........................................................................54 Web Quick Start........................................................................................................54 Alfresco Web Editor...................................................................................................58 Installing and configuring Alfresco DocLib Portlets...........................................................63 DocLib Portlets capabilities....................................................................................... 64 Configuring Liferay.....................................................................................................64 Configuring Alfresco...................................................................................................64 Configuring the Liferay Share web application..........................................................65 Creating Liferay users...............................................................................................67 Adding portlets to Liferay...........................................................................................67 Installing and configuring Alfresco XAM Connector..........................................................67 Software prerequisites for XAM Connector module..................................................68 Setting up the Centera test environment...................................................................68 Configuring the XAM connection...............................................................................69 Installing the XAM Connector module.......................................................................71 Setting up the XAMContentStore as the primary store.............................................73 Installing and configuring Microsoft Office SharePoint Protocol Support..........................73 Installing the SharePoint Protocol Support AMP.......................................................74 Prerequisites for using SharePoint Protocol..............................................................75 Configuring SharePoint Protocol Support..................................................................75 Configuring SharePoint Protocol for Online Editing..................................................76 Setting up SharePoint Protocol Support to work with Office 2010............................76 Setting up sticky sessions with SharePoint Protocol Support...................................77 Setting up SharePoint Protocol Support to work with HTTPS...................................78 Installing and configuring the Alfresco Transformation Server..........................................79 Transformation server overview................................................................................79 Transformation Server prerequisites.........................................................................80 Installing the Alfresco Transformation Server........................................................... 80 2 Enterprise 4.1.5 Configuring the Alfresco Transformation Server.......................................................83 Using the Transformation Server..............................................................................85 Integrating with monitoring tools................................................................................85 Upgrading.................................................................................................................................87 Upgrading Alfresco............................................................................................................87 Alfresco upgrade paths.....................................................................................................88 Configuring an upgrade.....................................................................................................89 Upgrading configurations...................................................................................................90 Validating an upgrade.......................................................................................................91 Upgrading a cluster...........................................................................................................91 Upgrading multi-tenancy....................................................................................................91 Administering...........................................................................................................................93 Starting and stopping........................................................................................................93 Starting the Alfresco server.......................................................................................93 Stopping the Alfresco server.....................................................................................93 Starting Alfresco Share..............................................................................................93 Starting Alfresco Explorer..........................................................................................94 Starting the Alfresco virtualization server..................................................................94 Stopping the Alfresco virtualization server................................................................94 Starting the standalone deployment engine..............................................................94 Stopping the standalone deployment engine............................................................95 Configuring Alfresco..........................................................................................................95 Configuration overview..............................................................................................95 Runtime administration with a JMX client.................................................................96 Global properties file..................................................................................................99 Modifying the global properties file............................................................................99 Setting composite properties in the global properties file........................................100 Java command line..................................................................................................101 Modifying Spring bean definition files......................................................................101 Modifying system configuration files........................................................................101 Customizing individual configuration items..............................................................103 Managing Alfresco using the Admin Console.................................................................105 Opening the Admin Console...................................................................................105 Admin Console tools in the More menu..................................................................105 Specifying application preferences..........................................................................106 Managing categories................................................................................................107 Using the Node Browser.........................................................................................107 Managing tags.........................................................................................................108 Emptying deleted files from the Trashcan...............................................................108 Managing social content publishing.........................................................................108 Managing activities feed emails..............................................................................112 Managing file servers..............................................................................................115 Integrating with Google Docs..................................................................................116 Managing your Alfresco license..............................................................................118 Managing replication jobs........................................................................................120 Viewing the Repository Descriptor..........................................................................123 Downloading a repository dump..............................................................................123 Viewing the system runtime information..................................................................124 Managing subscriptions to follow users...................................................................124 Viewing the system administration properties (Sysadmin)......................................124 Managing workflow..................................................................................................125 Managing search.....................................................................................................127 Managing users.......................................................................................................129 Managing groups.....................................................................................................133 Alfresco Enterprise 4.1.5 Administrator 3 Managing IMAP emails............................................................................................136 Managing inbound emails........................................................................................136 Managing outbound emails..................................................................................... 137 Managing OpenOffice..............................................................................................138 Viewing the ImageMagick transformer details.........................................................139 Viewing the pdf2swf transformer details..................................................................139 Configuring databases.....................................................................................................139 Configuring a PostgreSQL database.......................................................................139 Configuring an Oracle database..............................................................................140 Configuring a SQL Server database.......................................................................141 Configuring the MySQL database...........................................................................142 Configuring a DB2 database...................................................................................144 Advanced database configuration properties..........................................................145 Configuring Alfresco subsystems....................................................................................147 Subsystem categories..............................................................................................148 Subsystem configuration files..................................................................................149 Subsystem properties..............................................................................................149 Mounting a subsystem.............................................................................................150 Mounting a subsystem with composite properties...................................................150 Extension classpath.................................................................................................151 Configuring OpenOffice...................................................................................................152 Changing the OpenOffice subsystem......................................................................152 Configuring OpenOffice in the global properties file................................................153 OOoDirect subsystem configuration properties.......................................................153 OOoJodconverter subsystem configuration properties............................................154 Configuring synchronization............................................................................................154 Synchronization deletion..........................................................................................155 Collision resolution...................................................................................................155 Synchronization configuration properties.................................................................155 Configuring file servers....................................................................................................156 Configuring SMB/CIFS server.................................................................................156 Configuring the FTP file server...............................................................................161 Configuring the NFS file server...............................................................................163 Configuring email.............................................................................................................165 OutboundSMTP configuration properties................................................................165 InboundSMTP configuration properties...................................................................167 Configuring the RMI email service..........................................................................168 Handling messages by target node type.................................................................168 Groups and permissions for email..........................................................................168 Configuring IMAP Protocol support.................................................................................169 Enabling the IMAP Protocol....................................................................................169 IMAP subsystem properties.....................................................................................169 IMAP mount points..................................................................................................170 Virtual view email format.........................................................................................170 Marking sites as IMAP favorites..............................................................................171 Configuring system properties.........................................................................................172 sysAdmin subsystem properties..............................................................................172 Configuring the repository...............................................................................................173 Tuning the JVM.......................................................................................................173 Command line configuration....................................................................................175 Configuring Alfresco to work with a web proxy.......................................................176 Controlling JVM system properties..........................................................................177 Configuring the repository cache.............................................................................177 Adding a MIME type................................................................................................178 4 Enterprise 4.1.5 Configuring metadata extraction..............................................................................179 About aspects..........................................................................................................179 About versioning......................................................................................................181 Setting up database replication...............................................................................182 Customizing content transformations......................................................................183 Controlling Indexes..................................................................................................184 Setting up Alfresco authentication and security..............................................................184 Alfresco security.......................................................................................................184 Authentication subsystems......................................................................................185 Configuring authentication.......................................................................................188 Authorities................................................................................................................218 Defining permissions................................................................................................220 Access Control Lists................................................................................................222 Modifying access control.........................................................................................225 Public services.........................................................................................................226 Implementation and services...................................................................................229 Setting up high availability systems................................................................................231 High availability components...................................................................................231 High availability scenario.........................................................................................232 Initiating clustering...................................................................................................233 Using EHCache multicast discovery........................................................................236 Configuring Hazelcast for JLAN Clustering.............................................................237 Verifying the cluster.................................................................................................238 Configuring Share clustering...................................................................................240 Configuring the cache peer URLs...........................................................................240 Tracking clustering issues.......................................................................................241 Configuring search...........................................................................................................241 Configuring search in Alfresco Share......................................................................241 Solr overview...........................................................................................................243 Configuring Solr.......................................................................................................244 Solr security.............................................................................................................256 Solr monitoring and troubleshooting........................................................................260 Solr backup and restore..........................................................................................264 Migrating from Lucene to Solr search.....................................................................266 Full text search configuration properties for Solr and Lucene indexes....................267 Setting Solr log4j values..........................................................................................271 Calculate the memory needed for Solr nodes.........................................................271 Backing up and restoring................................................................................................273 Backing up and restoring the repository..................................................................274 Backing up and restoring Lucene indexes..............................................................276 Performing a full hot reindex on a cluster...............................................................278 Using the Bulk Import tool...............................................................................................279 In-Place bulk import.................................................................................................279 Streaming Bulk Import.............................................................................................280 Preparing the filesystem..........................................................................................280 Importing via the user interface...............................................................................282 Importing programmatically......................................................................................286 Bulk Import diagnostics...........................................................................................287 Creating and managing workflows..................................................................................287 What is a workflow?................................................................................................287 Workflow Architecture..............................................................................................289 Workflow tools..........................................................................................................292 Process definitions...................................................................................................292 Task model..............................................................................................................298 Alfresco Enterprise 4.1.5 Administrator 5 Setting up Activiti Designer.....................................................................................301 Deploying the task model........................................................................................302 Deploying a process definition................................................................................302 Configuring templated nodes...........................................................................................302 Setting files as templates........................................................................................302 Managing content stores.................................................................................................303 The Content Store Selector.....................................................................................303 Caching Content Store (CCS).................................................................................306 Migrating..........................................................................................................................311 Migrating servers.....................................................................................................311 Monitoring Alfresco..........................................................................................................312 JMX monitoring and management extensions........................................................312 Scheduled jobs........................................................................................................313 Setting up Alfresco multi-tenancy....................................................................................313 Enabling multi-tenancy.............................................................................................314 Managing tenants....................................................................................................314 Multi-tenancy administration....................................................................................314 Features not currently supported in a multi-tenant environment.............................316 Setting up replication jobs...............................................................................................316 Creating a new transfer target for replication jobs..................................................316 Configuring Share to open locked content in the source repository........................317 Configuring the File System Transfer Receiver..............................................................318 Setting up the File System Transfer Receiver.........................................................318 Start File System Transfer Receiver.......................................................................318 File System Transfer Receiver launcher properties................................................319 File System Transfer Receiver custom properties..................................................319 File System Transfer Receiver log file properties...................................................320 Auditing Alfresco..............................................................................................................320 Audit configuration and environment.......................................................................322 Audit filters...............................................................................................................322 Content auditing.......................................................................................................324 Sample files.............................................................................................................329 Enabling auditing.....................................................................................................330 Auditing examples....................................................................................................331 Audit configuration files...........................................................................................332 Built-in data producers.............................................................................................334 DataExtractors and DataGenerators.......................................................................334 Locating the audit code...........................................................................................335 Defining the audit application..................................................................................336 Simple audit query...................................................................................................337 Advanced audit query..............................................................................................339 Understanding PathMappings..................................................................................339 Audit recording values.............................................................................................341 Using values that have changed in a post method call...........................................343 Administering Explorer from the Administration Console................................................344 Managing users.......................................................................................................344 Managing user groups.............................................................................................346 Managing categories................................................................................................348 Importing the ACP file into a space........................................................................349 Exporting a space and its contents.........................................................................350 Viewing System Information....................................................................................350 Using the Node Browser.........................................................................................350 Administering Records Management..............................................................................351 Management Console..............................................................................................351 6 Enterprise 4.1.5 Accessing the Records Management Console........................................................351 Records Management Auditing...............................................................................351 Creating custom metadata...................................................................................... 354 Defining roles and capabilities.................................................................................355 Mapping emails........................................................................................................357 Managing events......................................................................................................358 Creating a list of values...........................................................................................359 Managing relationships............................................................................................360 Viewing the User Rights report...............................................................................361 Administering Enterprise to Cloud Sync..........................................................................362 Overview..................................................................................................................362 Configuration............................................................................................................363 Troubleshooting........................................................................................................364 Troubleshooting.....................................................................................................................368 Debugging an Alfresco installation..................................................................................368 Debugging an upgrade....................................................................................................369 Setting log levels.............................................................................................................369 Error messages...............................................................................................................370 Troubleshooting an upgrade............................................................................................370 Troubleshooting clustering...............................................................................................371 Troubleshooting OpenOffice subsystems........................................................................371 Troubleshooting the JMX Dumper...................................................................................372 Troubleshooting NFS.......................................................................................................373 Troubleshooting CIFS......................................................................................................373 Troubleshooting NTLM....................................................................................................374 Troubleshooting WebDAV...............................................................................................374 OpenLDAP tips................................................................................................................375 Active Directory tips.........................................................................................................377 Troubleshooting SMTP inbound email using StartTLS...................................................378 Handling a higher rate of outbound TCP connections....................................................368 Troubleshooting IMAP.....................................................................................................378 Troubleshooting schema-related problems.....................................................................379 Performing schema dumps......................................................................................379 Performing schema validation.................................................................................381 Reference................................................................................................................................386 Properties available in a JMX client................................................................................386 JMX bean categories reference......................................................................................389 JMX read-only monitoring beans.............................................................................390 JMX configuration beans.........................................................................................396 JMX editable management beans...........................................................................396 Search syntax..................................................................................................................398 Search for a single term..........................................................................................398 Search for a phrase.................................................................................................399 Search for an exact term.........................................................................................399 Search for term expansion......................................................................................399 Search for conjunctions...........................................................................................399 Search for disjunctions............................................................................................399 Search for negation.................................................................................................400 Search for optional, mandatory, and excluded elements of a query.......................400 Search for fields.......................................................................................................400 Search for wildcards................................................................................................401 Search for ranges....................................................................................................402 Search for fuzzy matching.......................................................................................402 Search for proximity.................................................................................................402 Alfresco Enterprise 4.1.5 Administrator 7 Search for boosts....................................................................................................402 Search for grouping.................................................................................................403 Search for spans and positions...............................................................................403 Escaping characters................................................................................................403 Mixed FTS ID behavior............................................................................................403 Search for order precedence...................................................................................403 Search query syntax APIs.......................................................................................404 Search query templates...........................................................................................406 Search query literals................................................................................................406 Forms reference..............................................................................................................407 Frequently occurring tasks..............................................................................................412 Opening a Windows command prompt...................................................................412 Adding folder paths to the Windows path variable..................................................412 Changing the default shell (Unix/Linux/Solaris) for shell scripts..............................413 Setting file limits for Linux.......................................................................................413 Administrator best practices............................................................................................414 Tips for getting the most out of Alfresco.................................................................414 Common mistakes made by Alfresco administrators..............................................414 Eight shortcuts every Alfresco administrator should know......................................415 Glossary...........................................................................................................................415 Copyright................................................................................................................................419 8 Enterprise 4.1.5 Preface Preface The purpose of this guide is to provide guidance on installing, configuring, maintaining, and administering an Alfresco production environment. This guide contains the following sections: • Installing Alfresco describes how to install Alfresco and components • Upgrading Alfresco describes how to upgrade Alfresco and components • Administering Alfresco describes how to configure, maintain, and manage the system • Troubleshooting describes how to analyze and troubleshoot various scenarios • Reference provides additional information on topics discussed in this guide Audience This guide is intended to assist administrators to install, upgrade, configure, and manage an Alfresco production environment. No specialist knowledge is assumed to install and configure Alfresco; however, the information provided in this guide assumes that you are familiar with the environment on which you are installing. Some administrative tasks also require knowledge of your environment and configuration processes. Typographic conventions used in this guide The following conventions are used in this guide to indicate types of information. Convention Type of information bold Identifies user interface elements and items to select, such as menu options, command buttons, and items in a list. monospace Identifies file and path names, input text, standard output, code, text the user types, and so on. italics Emphasizes importance and used for variable expressions, such as parameters. For example: kill -9 <process_id> CAPITALS Refers to specific keys on the keyboard. For example: SHIFT, CTRL, or ALT KEY+KEY Refers to key combinations when you must press and hold down the first key, and then press another key. For example: CTRL+P or ALT+F4 Refers to a note that provides supplemental information related to a topic. Refers to a note that provides important information to remember. Refers to a note that warns about the danger of doing or not doing something. Refers to a note that provides helpful information or a faster way of doing something. Alfresco Enterprise 4.1.5 Administrator 9 Installing Installing Depending on your system, you can install Alfresco using one of the following methods: • Using a setup wizard, which contains the required software and components you need for evaluating Alfresco • Using a standard WAR file to deploy Alfresco in a production environment Installing Alfresco using setup wizards This section includes instructions that describe the quickest way to install Alfresco using the setup wizards. Installing Alfresco Enterprise on Linux The setup wizard for Linux installs all the software and components that you require for running Alfresco. This setup wizard installs Alfresco and additional software, including a Tomcat application server, PostgreSQL database, JDK, OpenOffice, SWFTools, and ImageMagick. 1. Download the following installation file: alfresco-enterprise-4.1.5-installer-linux-x64.bin This Alfresco setup wizard is for 64-bit Linux systems. 2. Execute the downloaded file using the following commands: chmod 777 the bin file sudo ./alfresco-enterprise-4.1.5-installer-linux-x64.bin The setup wizard starts. 3. Select the language that you wish to use for the installation. This sets the language to be used for the setup wizard. 4. On the Setup - Alfresco Enterprise window, click Next. 5. On the Installation type window, choose how you want to use the setup wizard. There are two types of installation in the setup wizard: Options Description Easy Easy type installs Alfresco using the default options and configuration. This install type requires you to enter information in only two fields: the Alfresco install location and the administrator password. Choose this route to install Alfresco with the default environment. If you have previously installed Alfresco and the server is running, when you run this setup wizard again, you may be prompted to enter alternative port numbers for the components and services that you install, for example, for the Tomcat application server, FTP port, and the RMI port. 10 Enterprise 4.1.5
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