# Installation and Upgrade Guide

# Welcome to AquaLogic Interaction Portlet Suite - Documentum

AquaLogic Interaction Portlet Suite - Documentum provides portlets that offer visibility into the Documentum repository. The suite includes the following portlets:

- Advanced Search. The Advanced Search portlet allows you to search indexed text and properties.
- Cabinets. The Cabinets portlet provides access to the contents of a Docbase - cabinets, folders and files. You can use the Cabinets portlet to manage the Contents of the Docbase.
- Categories. Categories provide an alternate way to organize files in the Docbase. This is useful when files should be organized one way for one purpose (such as for publication to Web sites) and organized another way for another purpose, such as by internal users.
- Home Cabinet. The highest level of file storage in a Docbase is the Docbase's cabinets. The Home Cabinet allows you to store personal documents, folders and other items.
- Inbox. The Inbox portlet is similar to the Inbox in your electronic mail program. When other Docbase users send documents to you, you are notified in your Inbox. If you participate in a workflow, then you will receive task notifications in your Inbox.
- Recent Files. The Recent Files portlet displays both the files that you currently have checked out as well as files that you have recently checked out and checked back in.
- Subscriptions. You might want to subscribe to files you use often or have an interest in. The Subscriptions Portlet displays the list of files you have subscribed to.
- Workflows. A workflow is a business process that assigns tasks to specific users in sequence and that (optionally) routes the files involved in the tasks. When a user completes a task, the workflow notifies the next user in sequence.

## How to Use This Book

This book describes how to install and deploy AquaLogic Interaction Portlet Suite - Documentum 4.1. It also provides instructions for upgrading to Documentum Portlets 4.1 from earlier versions.

### Audience

This guide is written for the user responsible for installing or upgrading Documentum Portlets. This user must have an understanding of the existing portal deployment, knowledge of how to administer objects in the portal, and knowledge of the security required for your Documentum system.

### Organization

This guide includes the following chapters:

- This chapter provides information on how to use this guide and describes other resources available to help install, deploy, upgrade, and administer Documentum Portlets.
- Completing Pre-Installation Procedures, provides hardware and software requirements, as well as environmental and third-party software prerequisites. You must read this chapter and meet the prerequisites prior to proceeding to the installation or upgrade.
- Installing, Upgrading, and Deploying the Documentum Portlets, provides detailed instructions for installing and configuring Documentum Portlets.
- Registering with the Portal, provides detailed instructions for registering Documentum Portlets in the portal and configuring the file types, content crawlers, and security for Documentum Portlets.
- Uninstalling AquaLogic Interaction Portlet Suite - Documentum, provides instructions for uninstalling Documentum Portlets.
- Troubleshooting, provides common troubleshooting issues and solutions.

### Typographical Conventions

This book uses the following typographical conventions.

Table 1-1 Typographical Conventions
Convention | Typeface | Examples/Notes
--- | --- | ---
File names Folder names Screen elements | bold | Upload Procedures.doc to the portal. The log files are stored in the logs folder. To save your changes, click Apply Changes.
Text you enter | `computer` | Type `Marketing` as the name of your community.
Variables you enter | `computer with angle brackets (<>)` | Enter the base URL for the Remote Server. For example, `http://<my_computer>/`.
New terms Emphasis Object example names | italic | Portlets are Web tools embedded in your portal. The URI must be a unique number. The example Knowledge Directory displayed in Figure 5 shows the Human Resources folder.

## BEA Documentation and Resources

This section describes other documentation and resources provided by BEA.

Table 1-2 BEA Documentation and Resources
Resource | Description
--- | ---
Release Notes | These files are written for AquaLogic Interaction Portlet Suite - Documentum administrators. They include information about new features and known issues in the release. They are available on http://www.oracle.com/technology/documentation/index.html and on the application CD.
Online Help | The online help is written for all levels of Documentum Portlets users. It describes the user interface for Documentum Portlets and gives detailed instructions for completing tasks in Documentum Portlets. To access online help, click the help icon.
Developer Guides, Articles, API Documentation, Blogs, Newsgroups, and Sample Code | These resources are provided for developers on the BEA dev2dev site (dev2dev.bea.com). They describe how to build custom applications using AquaLogic User Interaction and how to customize AquaLogic User Interaction products and features.
Deployment Guide | This document is written for business analysts and system administrators. It describes how to plan your AquaLogic User Interaction deployment. It is available in electronic form (PDF) on http://www.oracle.com/technology/documentation/index.html.
AquaLogic User Interaction Support Center | The AquaLogic User Interaction Support Center is a comprehensive repository for technical information on AquaLogic User Interaction products. From the Support Center, you can access products and documentation, search knowledge base articles, read the latest news and information, participate in a support community, get training, and find tools to meet most of your AquaLogic User Interaction-related needs. The Support Center encompasses the following communities: Technical Support Center Submit and track support incidents and feature requests, search the knowledge base, access documentation, and download service packs and hotfixes. User Group Visit the User Group section to collaborate with peers and view upcoming meetings. Product Center Download products, read Release Notes, access recent product documentation, and view interoperability information. Developer Center Download developer tools and documentation, get help with your development project, and interact with other developers via BEA's dev2dev Newsgroups. Education Services Find information about available training courses, purchase training credits, and register for upcoming classes. If you do not see the Support Center when you log in to http://support.plumtree.com, contact ALUIsupport@bea.com for the appropriate access privileges.
dev2dev.bea.com | Download developer tools and documentation, get help with your development project, and interact with other developers via BEA's dev2dev Newsgroups.
Technical Support | If you cannot resolve an issue using the above resources, BEA Technical Support is happy to assist. Our staff is available 24 hours a day, 7 days a week to handle all your technical support needs. E-mail: ALUIsupport@bea.com Phone Numbers: U.S.A. +1 866.262.PLUM (7586) or +1 415.263.1696 Europe +44 1494 559127 France +33 1.46.91.86.79 Australia/NZ +61 2.9923.4030 Asia Pacific +61 2.9931.7822 Singapore +1 800.1811.202