Customizing your Docupresentment Server Environment

Once the base system has been installed and tested, you can begin the process of moving customizations from the existing Docupresentment installation to the Docupresentment Server directories

Note:

Client customizations and configurations can vary greatly in both complexity and degree of customization. Therefore, it is highly recommended that you contact your Consulting Services representative for help in planning the transition properly. The following steps deal with the basic INI and XML configuration files that are shared among all client installations.
  1. Rename or move the following INI and XML files in the new installation's docserv directory. These are the base Docupresentment files and will be replaced with the client configuration files: dap.ini, dsi.ini, docclnt.ini, docserv.ini, docclient.xml, and docserv.xml.
  2. Copy the following files from the existing installation's docserv directory to the new installation's docserv directory: dap.ini, dsi.ini, docclnt.ini, docserv.ini, and any client specific INI files.
  3. Modify any directory references in the copied INI files to correctly reference the new Docupresentment installation location.
  4. Copy the client MRL to the new installation. Typically, the client MRL will be located in the docserv/mstrres directory.
  5. Create the docserv.xml and docclient.xml files using the iniconvert.sh utility. The following are the steps to perform the conversion:
    • At the docserv directory of the new installation, enter:
      ./iniconvert.sh docserv.ini DocumentServerConvert.xsl Docserv.xml
    • At the docserv directory of the new installation, enter:
      ./iniconvert.sh dsi.ini DocumentClientConvert.xsl Docclient.xml

    These steps create the docserv.xml and docclient.xml files that Docupresentment Server uses for processing. These files replace the docserv.ini and the docclient.ini files used in previous versions of Docupresentment.

Once you move all client components to the new installation directories, see Testing the Installation to test the installation again.