# Installation and Upgrade Guide

# Importing, Configuring, and Creating Windows Files CS Objects in the Portal

This chapter provides detailed instructions for importing, configuring, and creating Windows Files CS objects in the portal.

After you have run the installation wizard and verified correct installation, the next step is to import, configure, and create Windows Files CS objects in the portal.

Complete the following steps:

- Import the remote server and content Web service. For details, see Importing the Remote Server and Content Web Service.
- Configure Windows Files CS security. For details, see Configuring Security.
- Create a content source. For details, see Creating a Content Source.
- Create a content crawler. For details, see Creating a Content Crawler.
- Create a job. For details, see Creating a Job.

### Importing the Remote Server and Content Web Service

Import the Windows Files CS remote server and content Web service objects into the portal using the Object Migration utility:

1. On the computer that hosts the portal application, map or mount a network drive connection to the Windows Files CS host computer or copy files to an accessible directory.
2. Log into your portal as an administrator.
3. Click Administration.
4. From the Select Utility menu, select Migration - Import.
5. Browse to the migration package. If you accepted installation defaults, the location is: \\<RemoteServer>\bea\alui\ptntcws\6.1\serverpackages\
   WindowsFilesCS_WS_RemoteServer.pte
6. Click Load Package.
7. Select Overwrite Remote Servers.
8. Click Finish.

Stay logged in to the portal for the next procedure.

### Configuring Security

To configure security settings for the Windows Files CS:

1. Deploy an authentication source (for example, Active Directory) to manage Windows users. For details, refer to Windows documentation.
2. Create a remote authentication source in the portal to import the Windows users. For details, refer to the portal’s online help or the Administrator Guide for AquaLogic Interaction.
3. Configure the Global ACL Sync Map to associate the Windows domain name with the authentication source:

1. Log in to the portal as an administrator.
2. Click Administration.
3. From the Select Utility menu, select Global ACL Sync Map.
4. Click Add Mapping and choose the authentication source you created in step 2.
5. In the Domain Name column, click and enter the domain name of the Windows users.
6. Click Finish.

You will configure additional security settings in the Content Crawler Editor as described in Creating a Content Crawler.

Stay logged in to the portal for the next procedure.

### Creating a Content Source

Create a content source to define the area of Windows from which you want to import content. To create a content source, perform the following steps in the portal:

1. Open the Windows Files CS folder.
2. From the Create Object menu, select Content Source - Remote.
3. In the Choose Web Service dialog box, choose the Windows Files CS Web service.
4. Configure the content source as described in the online help.

Stay logged in to the portal with the Windows Files CS folder open for the next procedure.

### Creating a Content Crawler

Create a content crawler to import content from the content source. To create a content crawler, perform the following steps in the Windows Files CS folder of the portal:

1. From the Create Object menu, select Content Crawler - Remote.
2. In the Choose Content Source dialog box, choose the content source you created in the previous procedure.
3. On the Main Settings page of the Content Crawler Editor, select Import security with each document. Configure the rest of the content crawler as described in the online help.

Stay logged in to the portal with the Windows Files CS folder open for the next procedure.

### Creating a Job

To import content, you must associate the content crawler with a job and run the job. To create and run a job, perform the following steps in the Windows Files CS folder of the portal:

1. From the Create Object menu, select Job.
2. Click Add Operation.
3. Choose the content crawler created in the previous procedure.
4. Choose the scheduling values for the job and click Finish.
5. Name the job and click OK.
6. When you are finished creating the job, make sure the Windows Files CS folder is associated with an Automation Service. For assistance, see the online help under Select Utilities | Automation Service.