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Part 3 Advanced system concepts and design
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Part 3 Advanced system concepts and design
by Hassan A. Shazly
IBM Content Manager OnDemand Guide
Front cover
Notices
Trademarks
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Preface
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Summary of changes
October 2015, Fifth Edition
Part 1 Basic system concepts and design
Chapter 1. Overview and concepts
1.1 Overview of Content Manager OnDemand
1.2 Content Manager OnDemand concepts
1.2.1 Background information of an example company
1.2.2 Reports and documents
1.2.3 Application, application group, folder, and cabinet
1.2.4 Indexing methods
1.3 Content Manager OnDemand server and its components
1.3.1 Library server and object server
1.3.2 Content Manager OnDemand server components
enChoice
Chapter 2. Setting up a Content Manager OnDemand instance
2.1 Introduction
2.2 Architecture and platform
2.2.1 Configuration consideration
2.2.2 Library server and object server functions
2.2.3 Choosing a platform
2.3 Implementing a Content Manager OnDemand instance on a multiplatform UNIX environment
2.3.1 Defining a single instance
2.3.2 Starting and connecting to the new instance
2.4 Implementing a Content Manager OnDemand instance on IBM i
2.4.1 Configuring the instance
2.4.2 Changing an instance configuration
2.4.3 Starting and stopping servers
2.5 Implementing a Content Manager OnDemand instance on z/OS
2.5.1 Installation overview
2.5.2 Creating an instance on z/OS
2.5.3 Starting and verifying the new instance
Chapter 3. Administration
3.1 Report administration
3.1.1 Storage sets
3.1.2 Application groups
3.1.3 Applications
3.1.4 Folders
3.1.5 Cabinets
3.1.6 The report wizard
3.2 User and group administration
3.2.1 User types, authorities, and functions
3.2.2 System administration
3.3 Content Manager OnDemand XML Batch Administration
3.3.1 Using the XML Batch Administration program
3.3.2 Special features of the XML batch program
3.3.3 Tips on using the ARSXML command
Chapter 4. Database structure
4.1 System control tables
4.2 Main data table structures
4.3 Relationship between tables when data is loaded
4.4 Search sequence
4.5 System log
4.6 Database creation and relationships on z/OS
4.6.1 System tables for Content Manager OnDemand z/OS
4.6.2 Data tables for Content Manager OnDemand z/OS
Chapter 5. Storage management
5.1 Content Manager OnDemand cache storage
5.2 IBM Tivoli Storage Manager for Multiplatforms
5.2.1 Tivoli Storage Manager overview
5.2.2 Configuring Content Manager OnDemand for Tivoli Storage Manager archive management
5.2.3 Content Manager OnDemand storage management
5.2.4 Storage set definition
5.2.5 Application group storage management
5.2.6 Advanced application group storage management
5.2.7 IBM System Storage Archive Manager
5.2.8 The arsmaint command
5.3 Object access method for z/OS
5.3.1 OAM components and SMS terminology
5.3.2 OAM configuration recommendations
5.3.3 Defining a storage set
5.3.4 Storing data in Virtual Storage Access Method datasets
5.4 Archive Storage Manager for IBM i
5.4.1 Migration policy
5.4.2 Application group storage management
5.4.3 Advanced application group storage management
Chapter 6. Security
6.1 Content Manager OnDemand security overview
6.2 Code security
6.2.1 Controlled environment
6.2.2 Code scanning
6.2.3 Quality assurance testing
6.3 Data separation
6.3.1 Multiple systems
6.3.2 Multiple object servers
6.3.3 Multiple archive servers
6.4 API access
6.5 Data security
6.5.1 Content Manager OnDemand object-owner model
6.5.2 Administrative features
6.5.3 SQL macro support
6.5.4 Annotations security
6.5.5 Securing access with ARSSTASH and the stash file
6.6 Data encryption
6.6.1 Encrypting data at rest
6.6.2 Encrypting data in motion: Secure communications
6.7 Security exits
6.7.1 User security and permissions exits
6.7.2 Security systems other than SAF (z/OS only)
6.7.3 Unified logon exit (ARSPTGN): z/OS only
6.7.4 System log user exit
6.8 Summary
Part 2 Data indexing, loading, retrieval, and expiration
Chapter 7. Indexing and loading
7.1 Introduction
7.1.1 Loading and indexing files that were created on another system
7.1.2 Understanding input data types
7.1.3 Choosing an indexer
7.2 Getting started with PDF indexing
7.2.1 Limitations
7.3 Performance considerations
7.3.1 PDF fonts and output file size
7.3.2 Reducing output file size with PDF documents
7.3.3 PDF indexing: Using PDF metadata
7.3.4 PDF indexing: Using the report wizard (graphical indexer)
7.3.5 PDF indexing: Using internal indexes (Page Piece Dictionary)
7.4 Getting started with ACIF indexing
7.4.1 Understanding the input data
7.4.2 The index file
7.4.3 Fully composed AFP input
7.5 OS/390 indexer on z/OS and AIX
7.6 OS/400 indexer on Content Manager OnDemand on IBM i
7.7 Getting started with XML Indexing
7.8 User exits
7.9 Additional references
Chapter 8. User clients
8.1 Choosing the correct client for your implementation
8.1.1 Viewer options
8.1.2 Client infrastructure options
8.1.3 Client compatibility
8.2 Content Manager OnDemand Client options
8.2.1 IBM Content Navigator
8.2.2 Content Manager OnDemand Windows client
8.2.3 CICS Client
8.2.4 Integration with other Enterprise Content Manager products
8.2.5 Federated search with IBM Information Integrator
8.2.6 Integration with IBM FileNet P8
8.3 Client API overview
8.3.1 Content Manager OnDemand Web Enablement Kit
8.3.2 Content Management Interoperability Services
8.3.3 Other client-based API options
Chapter 9. Data conversion
9.1 Overview of data conversion
9.1.1 Why convert data streams
9.1.2 When to convert data streams
9.1.3 How to convert the data
9.2 Generic Transform Interface
9.2.1 Overview
9.2.2 Configuration
9.2.3 Basic implementation: Executable interface
9.2.4 V9.5 enhancement: Customizing values that are returned from ODWEK
9.2.5 V9.5 enhancement: Application Group and Application-specific XML
9.2.6 Advanced implementation: Custom Java interface
Chapter 10. Migration and expiring data and indexes
10.1 Introduction
10.2 Loading and storing the data
10.2.1 Storing the report (document) data
10.2.2 Storing the index data
10.2.3 Storing the resource data
10.3 Configuring for migration and expiration
10.3.1 Migrating index data
10.3.2 Expiring data and indexes
10.3.3 Expiring document data
10.3.4 Expiring annotations
10.4 Reloading data
10.5 Expiration processing on Multiplatforms and z/OS
10.5.1 Content Manager OnDemand expiration: ARSMAINT
10.5.2 Expiring indexes
10.5.3 Removing documents from the Tivoli Storage Manager archive
10.5.4 Storage Manager-based expiration (z/OS only)
10.6 Expiring data on Content Manager OnDemand for i
10.6.1 Content Manager OnDemand expiration
10.6.2 Storage Manager expiration
Chapter 11. Exits
11.1 Introduction to user exits
11.2 ACIF exits
11.2.1 New macro for user exits
11.2.2 Input record exit
11.2.3 Index record exit
11.2.4 Output record exit
11.2.5 Resource exit
11.2.6 Debugging input user exit programs
11.3 OS/390 indexer exits
11.3.1 ANYEXIT exit
11.3.2 INPEXIT exit
11.3.3 INDXEXIT exit
11.4 System administration
11.4.1 System log exit for Multiplatforms
11.4.2 System log exit for z/OS
11.4.3 Print exit for Multiplatforms
11.5 Customized functions (Multiplatforms and z/OS only)
11.5.1 User exit header file (arscsxit.h)
11.5.2 Load exit
11.5.3 Report specifications archive definition exit
11.5.4 Table space creation exit
11.5.5 ARSYSPIN and sample APKACIF exit on z/OS
Part 3 Advanced system concepts and design
Chapter 12. Scalability, reliability, and availability architectures
12.1 Scalability, reliability, and availability defined
12.2 Scaling a Content Manager OnDemand system
12.2.1 Vertical scalability
12.2.2 Horizontal scalability: Library server
12.2.3 Horizontal scalability: Multiple object servers
12.2.4 Horizontal and vertical scalability: Storage manager
12.2.5 Horizontal scalability: Multiple logical partitions and systems
12.2.6 Multiple server configuration rules
12.3 High availability
12.3.1 Redundant systems: All platforms
12.3.2 Multiple LPAR sysplex: z/OS
12.3.3 High availability: IBM i
12.3.4 Horizontal and vertical scalability summary
Chapter 13. Performance
13.1 Tuning Content Manager OnDemand to enhance performance
13.1.1 Content Manager OnDemand configuration
13.1.2 System logging
13.1.3 System management
13.1.4 Storage management
13.2 Data loading performance
13.2.1 Factors that affect the load performance
13.2.2 Recommendations
13.2.3 Load testing
13.3 Data retrieval performance
13.3.1 Data retrieval parameters
13.3.2 Factors that affect retrieval performance
13.3.3 Retrieval testing
13.3.4 System testing
13.4 Performance issues that are based on data type
13.4.1 PDF data
13.4.2 Line data
13.4.3 AFP data
13.4.4 Image data
Part 4 Enhancement options
Chapter 14. Report distribution
14.1 Introduction to Content Manager OnDemand Distribution Facility
14.1.1 What documents are needed
14.1.2 Who receives the documents
14.1.3 When the documents are retrieved and delivered
14.1.4 Where are they delivered
14.1.5 Cross-platform access
14.2 Defining the objects with the Administrator Client
14.2.1 Adding a recipient
14.2.2 Adding a recipient list
14.2.3 Adding a report ID
14.2.4 Adding a distribution
14.2.5 Adding a report bundle
14.3 Defining the objects by using batch administration
14.3.1 Recipient
14.3.2 Report ID
14.3.3 Distribution and report bundle
14.4 Customizable user exits
14.4.1 arsodfxa: Spool file dataset allocation attributes exit
14.4.2 arsodfxb: Banner, header, and trailer exit
14.4.3 arsodfxm: Bundle manifest exit
14.4.4 ODFProcessDist.java: Processed distribution exit
14.5 Status and monitor tool
Chapter 15. Full text search
15.1 Introduction to full text search in Content Manager OnDemand
15.2 Full text search architecture in Content Manager OnDemand
15.2.1 Full Text Search Server
15.2.2 Index structure
15.2.3 Indexing document through FTS Exporter
15.2.4 Searching
15.3 Planning and installing FTS
15.3.1 Component overview
15.3.2 Installing the FTS Server
15.3.3 Operating system resources
15.3.4 Workload
15.3.5 Memory heap size
15.3.6 Index considerations
15.4 Configuring and operating full text search
15.4.1 Base configuration in Content Manager OnDemand
15.4.2 Configuration of the Full Text Search Exporter
15.5 Running the full text indexing process
15.5.1 Automatically indexing new data during the load
15.5.2 Indexing existing data through the arsdoc command
15.5.3 Indexing existing data through ODWEK
15.5.4 Running the FTS Exporter
15.6 Using full text search in Content Manager OnDemand clients
15.6.1 Syntax
15.6.2 Boolean searches
15.6.3 Wildcard searches and optional terms
15.6.4 Fuzzy and proximity searches
15.6.5 Weighted searches (boosting terms)
15.7 Troubleshooting tips
15.7.1 Content Manager OnDemand server log
15.7.2 Full Text Search Server log
15.7.3 Full Text Search Exporter trace
15.7.4 Authentication and FTS Exporter errors
Chapter 16. Enhanced Retention Management
16.1 Enhanced Retention Management overview
16.2 Configuring Enhanced Retention Management
16.2.1 Enabling Enhanced Retention Management
16.2.2 Identify the application groups
16.2.3 Specify the application group lockdown field
16.2.4 Enabling hold permission for the application group
16.2.5 Assigning hold permissions to users
16.2.6 Creating holds by using the Administrator Client
16.2.7 Configuring a folder to display that a document is held
16.3 Applying and releasing holds
16.3.1 Managing holds
16.3.2 Applying holds
16.3.3 Creating and removing custom holds
16.3.4 Search for hold documents
16.4 Enhanced Retention Management use cases
16.4.1 Ad hoc holds
16.4.2 Load holds
Chapter 17. Content Federation Services for Content Manager OnDemand and IBM Enterprise Records
17.1 Content Federation Services for Content Manager OnDemand and IBM Enterprise Records overview
17.2 Administration of Content Federation Services for Content Manager OnDemand for Enterprise Records
17.2.1 Enabling Content Federation Services for Content Manager OnDemand
17.2.2 Identify the application groups where Content Federation will be enabled
17.2.3 Specifying the application group field
17.2.4 Enable Content Federation permissions for the application group
17.2.5 Federating document metadata to Content Federation Services for Content Manager OnDemand
17.3 Content Federation Services for Content Manager OnDemand architecture
17.4 Deployment considerations
Part 5 Troubleshooting, hints, and techniques
Chapter 18. Troubleshooting and tracing
18.1 Troubleshooting common problems
18.1.1 Client issues
18.1.2 Indexing and loading issues
18.1.3 Content Manager OnDemand maintenance issues
18.1.4 Monitoring the main server task arssockd
18.1.5 Installation and migration issues
18.1.6 Common server messages
18.2 Information collection
18.2.1 Indexing or loading
18.2.2 Database
18.2.3 Tivoli Storage Manager
18.2.4 Content Manager OnDemand Client logon
18.2.5 Performance
18.2.6 ODWEK
18.2.7 Content Manager OnDemand server hangs or crashes
18.2.8 Exporting information to a local server
18.3 Content Manager OnDemand trace facility
18.3.1 Enabling the trace facility
18.3.2 Setting trace parameters
18.4 Other tracing options
18.4.1 ARSLOAD
18.4.2 MidServer trace (z/OS only)
18.4.3 ODWEK trace
18.4.4 TCP/IP packet trace
18.4.5 Language Environment (z/OS only)
18.4.6 ARSSUPPORT utility
18.4.7 ARSJESD
18.4.8 PDF Indexer trace
18.4.9 Trace resolver
18.4.10 Conclusion
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Chapter 11. Exits
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Chapter 12. Scalability, reliability, and availability architectures
Advanced system concepts and design
This part contains the following chapters:
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Chapter 12, “Scalability, reliability, and availability architectures” on page 283
•
Chapter 13, “Performance” on page 297
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