Академический Документы
Профессиональный Документы
Культура Документы
Best Practices
Document Title
Best Practices
Contents
Upgrading Enterprise Server Categories ................................................................. 1
Best Practices for Category Upgrading .................................................................. 2
Performance..................................................................................................... 2
Successful Completion .................................................................................... 2
Reporting and Verification ................................................................................ 2
Related Considerations.................................................................................... 3
Best Practices for Upgrading Categories in Detail.................................................. 4
Performance..................................................................................................... 4
Set the Categories Upgrade Batch Processing Refresh Rate .................. 4
Use a Dedicated Enterprise Server Instance for the Category
Upgrade .............................................................................................. 5
Set SingleSelectCall=TRUE in the [Attributes] Section
of the opentext.ini File............................................................... 5
Apply the Category Upgrade First at the Folder Level, then
throughout Enterprise Server .............................................................. 6
Set UpgradeSkipRefCounting=TRUE in the [Attributes]
Section of the opentext.ini File .................................................... 7
Successful Completion .................................................................................... 7
Perform the Category Upgrade as a User That Has Permissions
to All of the Items Being Upgraded ..................................................... 7
Provide a Default Choice for Required Attributes of a Category
Being Upgraded .................................................................................. 8
Keep the Browser Window Open Throughout the Entire Category
Upgrade .............................................................................................. 8
Reporting and Verification ................................................................................ 8
Obtain Information on the Categories and Attributes in your
Enterprise Server Deployment Using attributes.dump ....................... 8
Create a LiveReport to Tell You Which Items Were Skipped
During the Category Upgrade. ............................................................ 9
Related Considerations.................................................................................. 10
Set Modified Date Triggers So the Category Upgrade Does Not
Change Modified Dates. ................................................................... 10
www.opentext.com
Document Title
Best Practices
www.opentext.com
Document Title
Best Practices
Performance
Instituting some or all of the following best practices can help your category upgrade
complete as quickly as possible:
Apply the category upgrade first at the folder level, then throughout Enterprise
Server.
Successful Completion
These practices prevent errors that may be encountered during a category upgrade.
Perform the category upgrade as a user that has permissions to all of the items.
Keep the browser window open throughout the entire category upgrade.
www.opentext.com
Document Title
Best Practices
Related Considerations
Other considerations:
Set Modified Date Triggers so Enterprise Server does not change the modified
date of upgraded items.
www.opentext.com
Document Title
Best Practices
To set the Categories Upgrade Batch Processing Refresh Rate in Enterprise Server
9.5 SP1, perform the following steps:
1. Stop the Livelink services.
www.opentext.com
Document Title
Best Practices
www.opentext.com
Document Title
Best Practices
To set SingleSelectCall=TRUE in Enterprise Server 9.5 SP1, 9.6, 9.7, and 9.7.1,
perform the following steps:
3. Stop the Livelink services.
4. Modify your opentext.ini file
a. Open your opentext.ini file in a text editor.
b. In the [Attributes] section, add the parameter
SingleSelectCall=TRUE.
c.
6. From this page, you may Add, Upgrade, Add/Upgrade, and Remove categories
from folder subitems. (You also have the options to Add Version and Remove
Categories. Refer to the Enterprise Server Help for the meanings of each of these
operations.) Click Upgrade to perform the operation that is equivalent to selecting
Upgrade Items from a categorys Functions menu. (Selecting Add Version enables
you to easily undo changes, if necessary.)
Repeat steps 1 to 6 for as many folders as you wish.
7. To upgrade any items not located in the folders upgraded in steps 1 to 6, browse
to the category and, from its Functions menu, click Upgrade Items.
www.opentext.com
Document Title
Best Practices
The Upgrade Items for: [CategoryName] Category page does not contain a
Number of Items field at all.
The status page does not display the actual number of items to be updated.
(instead -1 appears as the Number of Items), and the Upgraded field displays
0 (0%) throughout the category upgrade.
Figure 1
Omitting the count of the
number of items upgraded.
In versions of Enterprise Server earlier than Enterprise Server 9.5, this parameter
was occasionally enabled to speed processing, but in Enterprise Server 9.5 and later,
the use of this parameter does not deliver significant performance benefits. Open
Text does not recommend its use.
Successful Completion
Perform the Category Upgrade as a User That Has Permissions to All of the Items
Being Upgraded
In most Enterprise Server environments, only users with the system administration
privilege can create and edit categories. However, in some environments, regular
users are given the Category object privilege and are able to create categories. To
upgrade an Enterprise Server item, a regular user requires at least the Edit Attributes
permission. If a user with the Category object privilege selects Upgrade Items from
www.opentext.com
Document Title
Best Practices
the categorys Functions menu, only those items to which that user has sufficient
permissions are upgraded.
To ensure that all applicable items are upgraded, the upgrade should be performed
by a user with the System Administration privilege. If an incomplete upgrade has
occurred because it was initiated by a user with insufficient permissions, you can
upgrade the remaining items by restarting the upgrade logged on as a user with
System Administration privileges.
Provide a Default Choice for Required Attributes of a Category Being Upgraded
When you add a required attribute to a category, you need to specify a default
attribute value, or your category upgrade will not complete as expected. In such
cases, no error message appears, but at the conclusion of the operation, the number
of items that is skipped by the category upgrade is close to or equal to the total
number of items to be upgraded.
If this happens in your environment, you can remedy the situation by editing the
category another time to provide a default value for the required item, and performing
the upgrade a second time.
Keep the Browser Window Open Throughout the Entire Category Upgrade
Unlike many administrative procedures performed in Enterprise Server, a category
upgrade will not complete if the browser window does not remain open for the
duration of the operation. If the browser window is closed inadvertently, or by some
external event like a power outage on the client computer, you can restart the
category upgrade.
If you need to restart an incomplete category upgrade, setting the
SingleSelectCall=TRUE parameter in your opentext.ini file can make the
process more efficient.
www.opentext.com
Document Title
Best Practices
Figure 2
attributes.dump output
Create a LiveReport to Tell You Which Items Were Skipped During the Category
Upgrade.
The following LiveReport queries the Livelink database for items with a category
version number that is lower than the current category version. After a category
upgrade, the number of items returned by this query should be close to or equal to
the number of items skipped during the category upgrade.
Replace [DefID of the modified category] with the DefID of the category in question,
or create a user prompt that requests the categorys DefID.
SELECT DISTINCT Name, DataID, DefID, DefVerN FROM LLAttrData,
DTree
WHERE LLAttrData.DefID=[DefID of the modified category]
AND llAttrdata.DefVerN<(SELECT VersionNum FROM DTree WHERE
DataID=[DefID of the modified category])
AND DTree.VersionNum= LLAttrData.VerNum
AND DTree.DataID= LLAttrData.ID
ORDER BY NAME
www.opentext.com
Document Title
Best Practices
Related Considerations
Set Modified Date Triggers So the Category Upgrade Does Not Change Modified
Dates.
Many Enterprise Server administrators prefer that only modifications of item content
(not metadata) result in an items Modified Date being updated. As an administrator,
you can prevent metadata updates, including category upgrades, from changing an
items Modified Date by administering Enterprise Servers Modified Date triggers.
Bear in mind, however, that enabling or disabling this setting affects items throughout
Enterprise Server. Typically, the decision to set these triggers one way or the other is
made on the basis of general policy, and not for a specific event, such as a category
upgrade.
By default, the Modified Date Triggers are set so that category values and attribute
modification events do not update an items modified date.
To administer Modified Date triggers, click Administer Modified Date Triggers in the
System Administration section of the Livelink Administration page.
www.opentext.com
10
Document Title
Best Practices
Sales
Americas
www.opentext.com
United States
Germany
United Kingdom
Australia
info@opentext.com
Technopark 2
Werner-von-Siemens-Ring 20
D-85630 Grasbrunn
Germany
Phone: +49 89 4629 0
Fax: +49 89 4629 1199
Grosvenor House
Horseshoe Crescent
Beaconsfield, Buckinghamshire
United Kingdom HP9 1LJ
Phone: +44 1494 679700
Fax: +44 1494 679707
Level 23
100 Miller St.
North Sydney
NSW 2060
Australia
Phone: +61-2-9026-3400
Fax: +61-2-9026-3455
International Sales
+800-4996-5440
Europe
Asia/Pacific
If you are an Open Text partner or customer, visit online.opentext.com for more information about this and other Open Text
solutions.
Open Text is a publicly traded company on the NASDAQ (OTEX) and the TSX (OTC).
Copyright 2008 by Open Text Corporation. Open Text, Livelink, Livelink ECM, and Great Minds Working Together are trademarks or registered trademarks of Open Text Corporation. All other trademarks or
registered trademarks are the property of their respective owners. All rights reserved.
www.opentext.com
11