Installation checklist

Setting up your Content Manager OnDemand system typically requires that you do the following steps.

Procedure

  1. Contact the IBM® Support Center for the latest PTFs for Content Manager OnDemand, or obtain the list from the Content Manager OnDemand support web page (under the Downloads heading). The list of current PTFs can be found in Information APAR number II14723. You should consider requesting current PTFs for IBM i (DB2® in particular) and IBM i Access, because these two products are an integral part of the Content Manager OnDemand system. After you obtain the current list of PTFs, load and apply them on your system.
  2. Obtain a copy of the latest Content Manager OnDemand Read This First document from the web at the support web page (under the Featured links heading). Print and read the entire document before you begin.
  3. Check the Content Manager OnDemand prerequisites and verify the required and optional hardware and software products.
  4. If you are upgrading to a new version of Content Manager OnDemand, save the configuration files used by the system (see Save your configuration files). Also note any changes you have made to the QRDARS400 user profile. An upgrade will overlay this Content Manager OnDemand user profile and you must make the changes again after your upgrade has completed.
  5. Obtain the Content Manager OnDemand software (see Installing Content Manager OnDemand server software).
  6. Install the Content Manager OnDemand software on the IBM i server (see Installing Content Manager OnDemand server software).
  7. Configure the Content Manager OnDemand software (see Configuring and initializing the system). This step includes the following:
    1. Redo any changes to the QRDARS400 user profile that you noted in item 4, above
    2. Create an instance (see Creating an instance)
    3. Define a locale (see Defining a locale)
    4. Configure the ARS.CFG file (see Configuring the ARS.CFG file)
    5. Configure system startup (see Configure your system at start up)
    6. Define schedules for maintenance programs (see Scheduling maintenance programs)
  8. Create and initialize the database on the server (see Creating an instance)

What to do next

Verify the installation of Content Manager OnDemand:
  1. To access the system, you must install the Content Manager OnDemand client program on a workstation. See the IBM Content Manager OnDemand: User's Guide for details about installing Content Manager OnDemand client software.
  2. Log on to the server with a Content Manager OnDemand client program.
Prepare the system for use:
  1. Define migration policies and storage sets. Before you add application groups or load data into the system, you must define migration policies and storage sets.
  2. Configure the System Log application group. Before you define reports to the system, load data, or let users access the system, you should configure the System Log application group.
  3. Configure the System Migration application group. If you plan to migrate index data to archive storage, then you must configure the System Migration application group.
    Note: Migrating index data to archive storage is not recommended.
  4. Backup the databases. After configuring the system, we recommend that you create a full backup image of the Content Manager OnDemand database.
Installing and configuring optional software:
  1. If you plan to reprint AFP documents or fax any documents using the Content Manager OnDemand server print function, then you must install PSF for IBM i on the Content Manager OnDemand for i server. Complete the following tasks:
    1. Install and configure PSF for IBM i (part of IBM i).
    2. Define a server printer on the Content Manager OnDemand server with the administrative client.
  2. If you plan to configure the messages that are sent to the system log or define your own system log user exit program.