Post-Installation Configuration

After installing the Web Parts product software and component software on the Content Server, you must perform additional configuration tasks:

• Verify and add security rights to newly installed WebApp and WSS folders. For detailed instructions, see Appendix B, "Security Considerations".

• Adding Custom Fields to the Content Server

• Adding the SharePoint IP Address

• Adding Content Server to Your SharePoint System

In addition, you may want to customize the product for use at your site. See "Customization Tasks" and Appendix A, "Modifying Configuration Settings" for details.

Adding Custom Fields to the Content Server

After installation, a custom field must be added to the Content Server to support SharePoint customizations. You must first change the length of the field type to be used for the custom field.

On the Content Server to be used with SharePoint, add the following to the <install_dir>/config/config.cfg file:

MemoFieldSize=2083

Restart the Content Server.

After the length of the field type is configured, follow these steps to add the custom field:

1. Log in as an administrator or subadministrator to your Content Server system.

2. Click Administration in the portal navigation bar.

3. Click Admin Applets.

4. Click the Configuration Manager icon.

5. Click Add on the Information Fields tab of the Configuration Manager.

   The Add Metadata Field Name Screen is displayed.

6. Enter SharePointUrl as the new field name. Select Memo as the field type.

7. Click OK.

   The Add/Edit Metadata Field Screen is displayed.

8. Uncheck the Enable on User Interface checkbox.

9. Click OK.

10. On the Configuration Manager screen, click Update Database Design (on the right side of the screen).

A new field has now been added to be used with SharePoint.

Adding the SharePoint IP Address

After installation, the IP address of the SharePoint server must be added to the Content Server's list of trusted IP addresses. You do not have to log in to the Content Server as an administrator to perform these actions.

Follow these steps to add the IP address:

1. Obtain the IP address of the SharePoint server where the web parts have been installed.

2. On the Content Server, from the Start menu, select Programs, Content Server, instance, Utilities, and then System Properties.

3. Click the Server tab.

   The Server Configuration screen is displayed.

4. Add the IP address of the SharePoint server to the list of IP addresses in the IP Address Filter line.

5. Click OK when done.

6. Restart the Content Server.

The SharePoint server and the Content Server now have a trusted relationship established which allows WSS to access services.

Adding Content Server to Your SharePoint System

After configuring the Content Server, you need to make it available on your SharePoint system.

Follow this procedure to enable access to the Content Server.

1. On the SharePoint Main Screen, click Sites.

   The SharePoint Site Listing Screen is displayed.

2. Click the name of the site where the Content Server should be added.

   The SharePoint Site Content Screen is displayed.

3. Click Create at the top of the page to create a new page in the site.

   The SharePoint Create Page Screen is displayed.

4. Select Content Server Web Parts page.

   The New Content Server Web Parts Page is displayed.

5. Enter the name to be displayed throughout the site. Consult your SharePoint documentation for details about naming conventions.

6. Select the type of layout to be used for the site. Click any template name to see a sample of the layout. Additional web parts can be added to each zone. If a web part is not added to a zone, the zone (unless it has a fixed width) and the other zones expand to fill unused space when you browse the page.

7. Choose a location where the Web Part Page will be saved. Any document libraries that were previously created are displayed in the list.

8. Click Create when done.

The New Page Screen is displayed with the layout options you selected. You can further customize this page by adding, removing, or moving parts to different areas of the page. See Chapter 4, "Customizing the Software" for details.

Important: If an error occurs during the placement of a web object on your newly created page, your SharePoint system is not compatible for use with Web Parts product. In this case, the Microsoft STS.msp SharePoint patch must be installed. Microsoft's STS.msp SharePoint patch is distributed with the Web Parts product, but is not installed by default. For more information, see "Installing Microsoft SharePoint Patch".

Installing Microsoft SharePoint Patch

For the Web Parts product to work properly, it must be compatible with your SharePoint system. If an error occurred during the placement of a web object on a newly created page as instructed in Adding Content Server to Your SharePoint System, then the SharePoint STS.msp patch must be installed on your SharePoint system to ensure compatibility. The STS.msp patch is placed in the Web Support Server's directory (WSS) at the time of the Web Parts product installation. By default, the Web Support Server's directory is located at C:\Program Files\Stellent\WSS.

For more information, see article ID number http://support.microsoft.com/kb/915746 on the Microsoft support site (http://support.microsoft.com/kb/915746).

To install the patch, do these steps:

1. From the Start menu, select Run. The Run dialog box is displayed.

2. Enter msiexec /p "<path to STS.msp file>". For example, if the STS.msp file is installed in the default location, you would enter the following:

   msiexec /p "C:\Program Files\Stellent\WSS"
   

3. Click OK. The STS.msp patch is successfully installed.