Installation Guide

Before You Begin  PAGEREF _Toc338315300 \h 1

System requirements 1

Download product CD images 3

Review support policies 4

Review resolved and known issues 5

Planning your iMIS architecture  5

Installations and Upgrades  12

Preparing all servers and workstations 13

Preparing to upgrade  14

Accounts for database access 17

Installing and upgrading iMIS  18

Testing access to installed components 22

Completing an upgrade  22

Global Configuration  25

Configuring iMIS  25

Defining user records and allocating licenses 27

Configuring iMISpublic (Public view) 28

Services Configuration  30

Configuring test and demo appservers 30

Optimizing timeouts on production appservers 31

Configuring IIS 7 to run iMIS  33

Configuring standalone WCM sites 34

Setting up the iMIS SOA web service  34

Restricting SOA access via IP address 36

Securing the web services 40

Client Roll-out 41

Running silent installations of iMIS Desktop  41

Using a web client to access iMIS  45

Downloading and installing iMIS Desktop  45

Using iMIS Desktop with multiple appservers 46

Multi-Instance Utility  47

Prerequisites for installing multiple instances 47

Installing a second instance of iMIS  48

Applying an update to a second instance  52

Maintaining iMIS  53

Adding product keys to iMIS  53

Importing records into iMIS  54

Implementing a backup plan  55

Reorganizing and rebuilding database indexes regularly  55

Removing the indexing catalog (Indexing Service) 55

Changing application server host names 56

Changing SMTP server settings 56

Restoring databases: stopping iMIS services 57

Improving startup time at login  57

Resetting system SQL authentication passwords 58

Reapplying updates 59

Troubleshooting iMIS  59

Add to Calendar link does not work for user 59

Credit card encryption error 60

Data source (ODBC) not found on Vista computers 60

Database is locked and cannot be restored  60

Determining Service Pack levels 61

Email output or event invites not sent or received  61

Licensed users exceeded  62

Logon or Change Password appears unexpectedly  63

Maximum users exceeded  63

Page not available error after long idle time  63

Page not found error 64

Pop-up windows never open  64

Reporting, queries slowed by table locks 64

Report Viewer errors 65

Problems publishing and creating new content 66

Customization to task list items not taking effect 66

TCP/IP performance is slow  66

Upgrade error for non-ANSI join operators 66

Windows open/change slowly  67

Wrong ordinal error from DB Maintenance: Analyze Database  67

Additional resources 68