4.3 Configuring and deploying LiveCycle

Configuring LiveCycle

1. On the Configure LiveCycle ES4 (1 of 5) screen, click Configure and click Next when done.

2. On the Configure LiveCycle ES4 (2 of 5) screen, set the directories that LiveCycle will use to access fonts and then click Next.

   Click Edit configuration to change any values on this screen. This button is not available when the Configuration Manager is run for the first time, but is available on the second and subsequent runs of the Configuration Manager.

   • (Optional) To change the default location of the Adobe server fonts directory, type the path or browse to the directory.

   • To change the default location of the Customer fonts directory, click Browse or specify a new location for your customer fonts.

     Note: Your right to use fonts provided by parties other than Adobe is governed by the license agreements provided to you by such parties with those fonts, and is not covered under your license to use Adobe software. Adobe recommends that you review and ensure that you are in compliance with all applicable non-Adobe license agreements before using non-Adobe fonts with Adobe software, particularly with respect to use of fonts in a server environment.

   • (Optional) To change the default location of the System fonts directory, type the path or browse to the directory. To add more directories to the list, click Add.

   • (Optional) To enable FIPS, ensure that Enable FIPS is selected. Select this option only if you require the Federal Information Processing Standards (FIPS) to be enforced.

3. Click Browse on the Configure LiveCycle ES4 (3 of 5) screen to specify the Location of the temporary directory.

   Note: Ensure that the temporary directory is on the local file system. LiveCycle does not support a temporary directory at a remote location.
   Note: If you do not specify the temporary directory, the default system-configured temp location is used.
4. On the Configure LiveCycle ES4 (4 of 5) screen, click Browse to specify the path for the Global Document Storage (GDS) directory.

   Note: You must point to the existing GDS directory or copy its contents to the newly specified location.
5. On the Configure Persistent Document Storage (5 of 5) screen, select the option for persistent document storage in addition to the GDS directory. Select one of the following:

   • Use GDS: Use the file system-based GDS for all persistent document storage. This option provides the best performance, and a single location for GDS.

   • Use database: Use the LiveCycle database for storing the persistent documents and long-lived artifacts. However, the file-system based GDS is also required. Using the database simplifies backup and restore procedures.

   Click Configure to configure the LiveCycle EARs with this directory information and, after the configuration is complete, click Next.

Configuring Content Services (Deprecated)

1. On the Content Services Configuration screen, select the deploy type and specify the content storage root directory. The default path is [LiveCycle root]/lccs_data.

   Note: To upgrade correctly, the content storage root directory location must either point to the location of content storage root directory in the previous installation of LiveCycle, or must point to the new location where you have copied the content from your previous installation.

   To configure Content Services to use CIFS and FTP file servers, select Configure File Servers.

   To configure advanced settings, such as disk usage quota and email server settings, select Advanced Settings.

   Note: If you change the default location of the Content Storage Root directory during configuration, you must make note of the new location because no user interface is available to verify or change this location.

   Click Next.

2. On the Content Services File Server Configuration screen (appears only if you selected Configure File Servers option on the Content Services Configuration screen), you can configure Content Services to use CIFS and FTP servers. For more information, press F1. Click Next.

   Note: To enable CIFS on an IPv6 implementation of LiveCycle, you must edit the contentservices.war file after the configuration of the EAR files is completed. Update the EAR file and then proceed to the next step in Configuration Manager. See 5.11.1 Edit the contentservices.war file.
   Note: In addition to these steps in Configuration Manager, you must complete other manual configuration steps for Windows Server 2008. See the Server configuration for enabling CIFS section in the preparing guides for install, cluster, or upgrade, as applicable. The complete LiveCycle documentation is available at LiveCycle documentation website.

3. On the Content Services ES4 Advanced Settings Configuration screen (appears only if you selected Advanced Settings option on the Content Services Configuration screen), specify the settings that you want to configure and click Next. For more information, press F1.

4. On the Content Services Module Configuration screen, select the AMPs to merge, and then click Configure. You can also choose to package custom AMPs. After the configuration is complete, click Next. See Alfresco documentation for more information.

   Note: If you want to enable SharePoint clients to migrate to Alfresco CMS, you must add the SharePoint AMP: [LiveCycle root]\sdk\misc\ContentServices\adobe-vti-module.amp

   After you add this file, follow the steps detailed in 5.10 Configuring SharePoint client access.

Configuring Acrobat for PDF Generator

 (Windows only) On the Configure Acrobat For LiveCycle PDF Generator screen, click Configure to run the script that will configure Adobe Acrobat and required environment settings. Click Next when complete.

Note: This screen will perform the desired configuration only when Configuration Manager is running locally. You must have Adobe Acrobat XI Pro already installed or this step will fail.

LiveCycle Configuration Summary

 On the Configure LiveCycle ES4 Summary screen, click Next. Configured archives are placed in the [LiveCycle root]/configurationManager/export directory.

Configuring your database

 On the Adobe LiveCycle ES4 Database screen, provide the information about the instance of LiveCycle database, so that Configuration Manager can connect to it.

Click Verify Connection to ensure that the information is valid and Configuration Manager can connect to the database, and then click Next to continue.

Note: The above information applies to the database LiveCycle will connect to. This can be either your existing LiveCycle database (if supported), or a new one that you have already configured and migrated the existing LiveCycle data to. (See Preparing to Upgrade to LiveCycle ).

Note: Ensure that the JDBC driver points to the correct database driver located inside [LiveCycle root]/lib/db/<database> directory. If you are upgrading on a machine with a previous version of LiveCycle and are reusing the old configuration data, then the JDBC driver is pre-populated with the old incompatible driver jar from the previous installation. Select any other database in the Database Type list and re-select the desired database.

Configure CRX

 The CRX Configuration screen allows you to configure the CRX repository and install it into the LiveCycle Core EAR file. On this screen, specify the path to the repository and click Configure to create the required repository files at the specified location. If you are using a custom path for the repository, ensure that the file system already contains custom directory.

Note: (Non-turnkey only) If your LiveCycle server is running remotely, select Server is running on remote host, and specify the path to the repository on the remote host.

Click Next to continue.

Note: Once the packages are configured, you cannot remove them by re-running the Configuration Manager. For clean uninstallation of deployed packages, you need to uninstall and delete the packages using Package Manager.

(Remote host only) CRX Configuration Summary

 For a remote deployment, copy the content from the [LiveCycle root]/configurationManager/export/crx-quickstart/ directory to the location on the remote host you specified on the CRX Configuration screen.

Deploying LiveCycle EARs

 Without exiting Configuration Manager, manually deploy the LiveCycle EAR files to JBoss by copying the following files from the [LiveCycle root]/configurationManager/export directory to directories as specified:

• adobe-livecycle-native-jboss-[OS].ear

• adobe-livecycle-jboss.ear

• adobe-workspace-client.ear ( Adobe® LiveCycle® Process Management 11 only)

• adobe-contentservices.ear (Content Services only)

• JBoss

  (Manually-configured JBoss, cluster)

  [appserver root]/server/all/deploy

  (Manually-configured JBoss, single server)

  [appserver root]/server/standard/deploy

  (Adobe-preconfigured JBoss, single server)

  [appserver root]/server/lc_<dbname>/deploy

  (Adobe-preconfigured JBoss, cluster)

  [appserver root]/server/lc_<dbname>_cl/deploy

You can optionally deploy the Adobe® LiveCycle® Forms Standard 11, Adobe® LiveCycle® Output 11, Adobe® LiveCycle® Mobile Forms, and Assembler IVS EARs as well.

To create publish instance for Correspondence Management, deploy adobe-livecycle-cq-publish.ear. Ensure that adobe-livecycle-cq-publish.ear is deployed on a different server. Do not deploy adobe-livecycle-cq-publish.ear on LiveCycle server. For detailed information about configuring the publish instance, see 5.3.2 Configure the Publish instance

Important: Deploying the IVS EAR files to a production environment is not recommended.

If you are deploying Content Services on a cluster set up, refer to Setup for Content Services section in the Configuring LiveCycle Application Server Clusters Using Jboss to configure the required JVM arguments in the run.conf.bat/run.conf file for each JBoss Application Server instance prior to EAR deployment.

Start JBoss to ensure the LiveCycle applications start successfully and return to Configuration Manager.

Initializing LiveCycle database

1. On the LiveCycle ES4 Database Initialization screen, verify that the hostname and port number provided for your application server is correct and then click Initialize. The database initialization task creates tables in the database, adds default data to the tables, and creates basic roles in the database. When the initialization has completed successfully, click Next. Restart the application server manually when you are prompted to do so.

   Note: Do not skip this step or the upgrade will fail. This process does not harm the existing data.

2. On the LiveCycle ES4 Information screen, enter LiveCycle ES4 User ID and Password whose default values are administrator and password respectively.

   As you are upgrading to LiveCycle ES4, enter the administrator password of your previous LiveCycle installation.

   Click Verify Server Connection, and when complete, click Next.

   Note: The server information that appears on this screen represents default values for the deployment.

   Verifying the server connection helps narrow troubleshooting in case failures occur in the deployment or validation. If the connection test passes but deployment or validation fails in the next few steps, connectivity issues can be eliminated from the troubleshooting process.

LiveCycle Server JNDI information

 On the LiveCycle ES4 Server JNDI Information screen, enter the host name, port number, and JBoss client jar location for the JNDI server. Press F1 for more information. Click Text Connection to ensure that Configuration Manager can connect to the JNDI server. Click Next to continue.

Perform critical tasks before deployment

 Click Start to allow Configuration Manager to perform critical tasks before deploying LiveCycle components and when finished, click Next.

Session ID Migration Errors

View and fix the errors that were encountered while migrating session IDs from you old instance of LiveCycle, and then click Next. It is important to fix these errors else you may encounter some failed workflow invocations post-upgrade.

Deploying Central Migration Bridge Service

 On the Central Migration Bridge Service Deployment Configuration screen, if applicable, select the Include Central Migration Bridge Service in deployment option and then click Next.

Deploying LiveCycle components

1. On the LiveCycle ES4 Component Deployment screen, click Deploy. The components that are deployed at this time are Java archive files that plug into the LiveCycle service container for purposes of deploying, orchestrating, and executing services. When the deployment has completed successfully, click Next.

2. On the LiveCycle ES4 Component Deployment Validation screen, click Validate. When the validation has completed successfully, click Next.

Migrate Data

On the Migrate Data Essential to LiveCycle ES4 Operation screen, click Start and, when the migration is complete, click Next.

Configuring LiveCycle components

 On the Configure LiveCycle Components screen, select the tasks to run with Configuration Manager, and click Next.

Note: (Upgrade only) If you are upgrading any Connectors for ECM module, do not select them on this screen. Only include them if you are licensing them for the first time in LiveCycle and proceed with the following steps as appropriate.

Connector for EMC Documentum

1. On the Specify Client for EMC Documentum screen, select Configure Connector for EMC Documentum Content Server, and specify the following settings. Enter the details, click Verify, and when complete, click Next to continue.

   • Choose EMC Documentum Client Version: Select the client version to use with the EMC Documentum Content Server.

   • EMC Documentum Client Installation Directory Path: Click Browse to select the directory path.

     Note: Configure Documentum 6.7 manually, LCM does not contains support for Documentum 6.7.

2. On the Specify EMC Documentum Content Server Settings screen, enter the EMC Documentum Server details, and then click Next. Press F1 for information about the details you need to enter.

3. On the Configure Connector for EMC Documentum screen, click Configure Documentum Connector. When completed, click Next.

4. On the Required Manual Configurations for Connector for EMC Documentum screen, review and perform the manual steps listed and then click Next.

Connector for IBM Content Manager

1. On the Specify Client for IBM Content Manager screen, select Configure Connector for IBM Content Manager, and enter a value for the IBM Content Manager Client Installation Directory Path. Click Verify and when complete, click Next to continue.

2. On the Specify IBM Content Manager Server Settings screen, enter the details of the IBM Content Manager Server, and click Next.

3. On the Configure Connector for IBM Content Manager screen, click Configure IBM Content Manager Connector. When complete, click Next.

4. On the Required Manual Configurations for Connector for IBM Content Manager screen, review and perform the manual steps listed and then click Next.

Connector for IBM FileNet

1. On the Specify Client for IBM FileNet screen, select Configure Connector for IBM FileNet Content Manager, and specify the following settings.

   • Choose IBM FileNet Client Version: Select the client version that you want to use with the IBM FileNet Content Server.

   • IBM FileNet Client Installation Directory Path: Click Browse to select the directory path.

     Note: The validation of IBM FIleNet may fail if there are special characters, such as hyphen (-), underscore (_), comma (,), or dot (.) in the directory name containing the IBM FileNet client.

   Click Verify, and when complete, click Next to continue.

2. On the Specify IBM FileNet Content Server Settings screen, enter the required details, and click Next.

3. On the Specify Client for IBM FileNet Process Engine screen, enter the required details, and click Verify. When complete, click Next.

4. On the Specify IBM FileNet Process Engine Server Settings screen, enter the required details and click Next.

5. On the Configure Connector for IBM FileNet screen, click Configure FileNet Connector. When complete, click Next.

6. On the Required Manual Configurations for Connector for IBM FileNet screen, review and perform the manual steps listed and then click Next.

Connector for Microsoft SharePoint

On the Configure Adobe LiveCycle ES4 Connector for Microsoft SharePoint screen, do one of the following tasks:

• Deselect the Configure Adobe LiveCycle ES4 Connector for Microsoft SharePoint option to manually configure Microsoft Sharepoint later, and then click Next.

• Leave the Configure Adobe LiveCycle ES4 Connector for Microsoft SharePoint option selected. Enter the required values, and then click Configure SharePoint Connector. When complete, click Next.

Configuring LiveCycle Server for native file conversions

 (PDF Generator only) On the Admin user credentials for native PDF conversions screen, enter the user name and password of a user with administrative privileges on the server computer, and then click Add user.

Note: You must add at least one administrative user for Windows 2008 Server. On Windows 2008 Server, User Account Control (UAC) must be disabled for the users you add. To disable UAC, click Control Panel > User Accounts > Turn User Account Control on or off and deselect Use User Account Control (UAC) to help protect your computer, then click OK. Restart the computer to apply these changes.

System readiness test for PDF Generator

 On the Document Services PDF Generator System Readiness Test screen, click Start to validate if the system has been appropriately configured for PDF Generator. Review the System Readiness Tool Report and click Next. Note that the system readiness test fails if LiveCycle is deployed on a remote machine.

Configuring Reader Extensions

 On the Reader Extensions Credential Configuration screen, specify the details that are associated with the Reader Extensions credential that activates the module services:

Note: You can skip this step at this time by selecting Configure later using Administration Console. You can configure the Reader Extensions credential by using Administration Console after you complete the deployment. (After logging in to Administration Console, click Home > Settings > Trust Store Management > Local Credentials.)

Click Configure and then click Next.

Summary, and Next Steps

1. Server restart required screen requires you to restart your application server for some configurations to take effect. When finished, click Next.

2. Review the Configuration Manager task summary list and choose the appropriate options:

   • Select Launch Next Steps to view information about LiveCycle users and administrative interfaces to launch an html page containing step-by-step instructions to start and use LiveCycle.

   Click Finish to exit the Configuration Manager