# Installation and Upgrade Guide

# Registering with the Portal

After you have run the installation wizard and verified correct installation, you must register the portlets with the portal. Follow the instructions appropriate for your portal version:

- Registering the Documentum Portlets in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x.
- Registering the Documentum Portlets with Plumtree Corporate Portal 5.0.x.

## Registering the Documentum Portlets in AquaLogic Interaction 6.1 or Plumtree Foundation 6.0.x

The Documentum Portlets are registered with the portal by importing the migration package:

1. Log in to the portal as an administrator.
2. Click Administration.
3. From the Select Utility menu, select Migration - Import.
4. Click Browse and locate the PortletSuiteDocumentum.pte file in <PT_HOME>\ptdctmportlets\4.1\serverpackages\. Click Open.
5. Click Load Package.
6. Select Overwrite Remote Servers.
7. Click Finish.

## Registering the Documentum Portlets with Plumtree Corporate Portal 5.0.x

In Plumtree Corporate Portal 5.0.x, new portlets are registered when you migrate them into the portal using the Migration Wizard.

To register new portlets:

1. On the host computer for the Administrative Portal Server, map a network drive connection to the Documentum Portlets host computer.
2. Launch the Migration Wizard by clicking Start | Programs | Plumtree | Migration Wizard.
3. Log in using a portal administrator user name and password and click Next.
4. Choose Import and then click Next.
5. Browse to select the following file: <PT_HOME>\ptdctmportlets\4.1\serverpackages\PortletSuiteDocumentum.pte
6. Ensure that only the Import Object ACLs option is selected and click Next.
7. The View Objects in Package panel displays the objects to be imported. Verify this list and then click Next.
8. On the final install panel, click Migrate. When the migration is complete, the wizard displays a confirmation message.

The Migration Wizard creates a Documentum Portlets folder in the portal's Administrative Object Directory. The folder contains the Remote Server, Web Service, and Portlet objects that are included with the portlet suite.

9. Log in to the portal as an administrator.
10. Click Administration.
11. Open the Documentum Portlets folder.
12. Expand the Remote Server section, and click the Documentum Portlets Remote Server.
13. On the Main Settings page of the Remote Server Editor, in the Base URL box, replace the @REMOTE_SERVER@ token with the name of the host computer and port for the Documentum Portlets host, for example: http://remotehost:7001.

Note: | If you need to troubleshoot registration, review the log generated by the Migration Wizard: <PT_HOME>\ptportal\5.0\bin\native\migrate.log.