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Deploying HCL Connections Docs 2.0 CR3
Welcome to the HCL Connections Docs 2.0 CR3 documentation, where you can find information about installing and deploying HCL Docs 2.0 CR3. HCL Docs is a collaborative productivity suite that enables you to work on documents, spreadsheets and presentations together in the cloud. If you have HCL Docs 2.0, HCL Docs 2.0 CR1, or CR2 already installed, to install CR3, you only need to download the HCL Docs 2.0 CR3 zip package from FixCentral and extract the package. Then follow the instructions in the PDF file to install CR3. But if you have a version prior to HCL Docs 2.0, before installing CR3 package, you must follow instructions in this guide to install and deploy HCL Docs 2.0.
Installing
To install HCL Docs, complete the following procedures in the sequence shown.
Pre-installation tasks
A series of pre-installation tasks must be completed before you can deploy the HCL Docs infrastructure. These tasks include installing the system prerequisites and configuring both Windows™ and Linux™ operating systems.
Configuring HCL Docs shared storage
The shared storage for the Editor Server and Document Format Conversion Server uses NFSv3 or CIFS, and the shared storage for the Viewer Server and Document Format Conversion Server uses either NFSv3 or CIFS. Procedures for both the NFS and CIFS cases are provided -- complete the tasks appropriate to your deployment.
Configuring the CIFS (SMB) shares
HCL Docs can utilize a dedicated storage filer server to share data between the different HCL Docs components. For File Viewer and Conversion, this can be a CIFS share. The Connections Files Content Directory can also be exported as a CIFS share.
Configuring the server-side CIFS shares
Shared storage is required between the Conversion and Docs server to share configuration and document data and information. This could be configured and exported as a CIFS share.

Deploying HCL Connections Docs 2.0 CR3
Welcome to the HCL Connections Docs 2.0 CR3 documentation, where you can find information about installing and deploying HCL Docs 2.0 CR3. HCL Docs is a collaborative productivity suite that enables you to work on documents, spreadsheets and presentations together in the cloud. If you have HCL Docs 2.0, HCL Docs 2.0 CR1, or CR2 already installed, to install CR3, you only need to download the HCL Docs 2.0 CR3 zip package from FixCentral and extract the package. Then follow the instructions in the PDF file to install CR3. But if you have a version prior to HCL Docs 2.0, before installing CR3 package, you must follow instructions in this guide to install and deploy HCL Docs 2.0.
- Overview
  HCL Connections™ Docs extends HCL Connections, offering real-time, co-editing support designed to help users collaborate on documents together.
- Planning
  Before installing HCL Docs, review the system requirements and deployment options, and then complete the worksheets.
- Installing
  To install HCL Docs, complete the following procedures in the sequence shown.
  - Pre-installation tasks
    A series of pre-installation tasks must be completed before you can deploy the HCL Docs infrastructure. These tasks include installing the system prerequisites and configuring both Windows™ and Linux™ operating systems.
    - Install HCL Connections
      Install Connections 6.5, including the WebSphere® Deployment Manager at the minimum fix pack level, and create a Connections cell to contain HCL Docs.
    - Configuring the operating systems
      Before you install any more applications, you need to make some changes to the operating systems on the servers.
    - Installing Python
      The HCL Docs deployment requires a Python 2.7.3 or later runtime environment. For non-Windows installations, ensure that Python is installed on the IBM® Connections Deployment Manager and on all Linux™ servers hosting an File Viewer, HCL Docs, or HCL Docs proxy node.
    - Installing WebSphere® Application Server
      The IBM® WebSphere® Application Server installation consists of two parts: IBM Installation Manager and the WebSphere Application Server itself.
    - Configuring HCL Docs shared storage
      The shared storage for the Editor Server and Document Format Conversion Server uses NFSv3 or CIFS, and the shared storage for the Viewer Server and Document Format Conversion Server uses either NFSv3 or CIFS. Procedures for both the NFS and CIFS cases are provided -- complete the tasks appropriate to your deployment.
      - Configuring the NFS Shares
        HCL Docs can utilize a NFS, CIFS or a dedicated storage file server to share data between the different HCL Docs components. File Viewer and Conversion as well as HCL Docs and Conversion need to both access shared storage directories for documents and configuration information.
      - Configuring the CIFS (SMB) shares
        HCL Docs can utilize a dedicated storage filer server to share data between the different HCL Docs components. For File Viewer and Conversion, this can be a CIFS share. The Connections Files Content Directory can also be exported as a CIFS share.
        Configuring the server-side CIFS shares
        Shared storage is required between the Conversion and Docs server to share configuration and document data and information. This could be configured and exported as a CIFS share.
        Configuring the Connections file content directory for File Viewer using CIFS
        If File Viewer is not running on HCL Connections nodes, the directory where HCL Connections stores its files must be accessible to File Viewer.
        Mounting the CIFS share on a Windows™ server
        Instead of NFS, you can use CIFS Shared storage that is exported from Windows for the HCL Docs components to share document data. These specific procedures are required only if you are using one of the Windows servers as an CIFS server.
        Mounting the CIFS shares on a Linux server
        If Connections Docs or File Viewer servers are running on Linux, they need to mount the share.
    - Preparing the HCL Docs database infrastructure
      HCL Connections™ Docs has dependencies on IBM DB2 or Oracle database products.
    - Removing clusters and servers
      Before you install, check whether any cluster and server names that you want to use already exist, for example, IBMDocsCluster, IBMDocsMember 1,...,n, IBMConversionCluster, IBMConversionMember1,...,n , IBMViewerCluster, IBMViewerMember1,...,n, IBMDocsProxyCluster and IBMDocsProxyMember1,...,n. If they already exist, you must remove them.
    - Installing extra language packs
      For some locales, you might have to install extra language packs for an operating system.
    - Preparing the Sametime® chat infrastructure
      If you want to use HCL Connections™ Docs with HCL Sametime® to add presence awareness and chat capability inside documents, you must set up the integration between these two products.
    - Configuring CCM and other repositories for use with Docs
      You can use HCL Docs with repositories other than Connections Files. This section describes how to configure IBM Connections Content Manager (CCM) as the repository, or, how to configure a repository outside of Connections, IBM Content Navigator (ICN).
  - Installing the HCL Docs components
    You can run theHCL Docs GUI Installer or use the scripts to install the components.
  - Post-installation tasks
    These post-install steps are required after an installation or uninstall/install of HCL Docs. During an upgrade, these changes are preserved so do not need to be repeated during the upgrade process.
  - Uninstalling HCL Docs components
    You can use the installer or use uninstall scripts to uninstall HCL Docs automatically.
- Upgrading or migrating
  You can upgrade HCL Connections™ Docs from the previous two releases to the current release by using the installer or upgrade scripts. You can also install the latest release on new hardware and then do a side-by-side migration from the old to the new.
- Security
  You might need to refer to this section during deployment. HCL Docs supports WebSEAL. This section is for setting up single sign-on (SSO) if installing HCL Docs in the same cell as IBM® Connections.
- Performance tuning
- Troubleshooting and support
  To isolate and resolve problems with your deployment, you can use the troubleshooting and support information.

Configuring the server-side CIFS shares

Shared storage is required between the Conversion and Docs server to share configuration and document data and information. This could be configured and exported as a CIFS share.

About this task

For HCL Docs, there are two potential CIFS (SMB) shares that can be configured and exported.

The Docs data share (DOCS DATA) – This share is used by the Docs server and Conversion server.
The Viewer data share (VIEWER DATA) – This share is used by the Viewer server and Conversion server.
The HCL Connections File Content Directory – This share is used by the Viewer server to retrieve files from HCL Connections Files repository. The configuration and exporting of this share is covered in the topic Configuring the Connections file content directory for File Viewer using CIFS.

Procedure

Right-click the directory you want to share and click Properties.
Within the Properties window, click the Sharing tab.
Click the Share button to share the folder. Give the Read/Write access to the user you want to use to connect to the share.
Within the Properties window, click the Security tab.
Click the Edit button, select the user used to connect to the share, make sure it has Modify permission.

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