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DM 5.3 Patch 4 is now available

November 8, 2011 by Matt Hotujec

On Nov. 2, Open Text released DM 5.3, Patch 4.  It contains over 40 fixed issues.  Among the highlights:

  • DM Viewer now works in Windows 7, 64-bit
  • SearchServer fixes to prevent index corruption, particularly when building a new index
  • Default format for new documents now configured at the workstation level rather than at the library level.  This means you can have workstations with Word 2003 default to saving in .doc format and Word 2007/2010 default to saving in .docx format.

After applying Patch 4, you must also manually run an update to the C++ runtime prior to running DM Server Manager.  You may also need to reboot your server after applying Patch 4.

eDOCS 5.3 Indexer Issue

October 7, 2011 by Brent Langford

We’ve been seeing some issues with 5.3 Indexes and wanted to share the resolution with everyone.

 The first issue is that sometimes profile metadata can be improperly indexed due to an Oracle Inside Out Viewer issue. This issue can result in an incomplete Results List when using a Hybrid search. The fix is included in 5.3P3 but you’ll need to Re-Index all your documents.

The second issue is that index compression can fail. One or more hot fixes are available for this issue but you’ll have to request them from support.

OpenText has been diligently working on fixes for these issues once they have been identified but you’ll still have to apply a patch and hot fix. If you’re on 5.3 you need to get your Index to P3 with the hot fixes.

eDOCS 5.3 MSI Scripting Tips + Tricks

May 16, 2011 by Dave Kane

Since Open Text moved from using the “setup.exe” to a MSI file, things have gotten easier. However, customizing that MSI for individual installations still takes some work. Then there is the whole issue of deploying it out to your workstations. Make that them out to your workstations. There are separate MSI’s depending on if your workstation is 64 or 32 bit.

1. Find yourself a good editor. Open Text in their presentations have suggested Orca MSI editor. I’ve been using InstEd. I can’t compare the two because I haven’t used Orca, but I’ve been happy with InstEd.

2. Use Transforms. It is quicker and easier to create and edit Transforms. You can have different Transforms for different installations. Say you only want to install DM Imaging on certain machines, create a separate transform. You don’t mess with the original MSI distributed by Open Text and it keeps your command line a lot shorter.
Sample: msiexec.exe /i “%dmfiles%\eDOCS DM 5.3 Extensions (x86).msi” TRANSFORMS=”%dmfiles%\eDOCS53Transform86.mst” /qn /l*v “%TEMP%\DMInstall.log”

3. Testing for your processor. I write command files for doing the installation for our clients. If they have an automated way to distribute the installation, they can either pick what they like from the command file or use the command file to push the install. Because many of our clients are in a mixed environment with new machines being 64 bit and the old ones still being 32, we needed a good way to test which MSI to install. I borrowed this test from someone else because it works well.
IF /i .%PROCESSOR_ARCHITECTURE% == .x86 GOTO Install32Bit
IF /i .%PROCESSOR_ARCHITECTURE% == .AMD64 GOTO Install64Bit

4. We always had a separate step for applying the custom registry keys. Here is the other thing that is great about using transforms, you can import them directly into the transform. That way, MSIEXEC takes care of applying them for you. With InstEd, you simply right-click on a component and import your registry file.

Please feel free to share your own tips and tricks. Lord knows I’m still learning myself. What do you find useful?

Deploying eDOCS 5.3 with Windows 7 64-Bit

March 11, 2011 by Dave Kane

Deploying eDOCS with Windows 7 64-Bit has presented some unique challenges. The first of which is pushing out custom registry settings to users.

Most of the settings which are in HKLocalMachine are now located in the Wow6432Node portion of the registry. Most, but not all. And, some of the setting need to be in both places. Unfortunately, the use of the Client Deployment Utility confuses the issue because it hasn’t been updated for use with a 64-Bit OS.

We have opened a case with Open Text concerning the issue with the Client Deployment Utility. Hopefully, that will be included in the first CU for eDOCS 5.3. In the mean time, we send you back to the recommendation to TEST, TEST, TEST. Especially when it comes to auto profiling emails using drag and drop, whether it’s done in Outlook or the Windows extensions the information is stored in different places and needs to be duplicated.

The second issue is deploying using the MSI file. The batch file used can be rather long unless you go in and edit the MSI itself. Depending on the tool that you use to edit the MSI it can be a little tricky. In the Open Text webinars they have used Orca, my personal preference has been InstEd. I have yet to find an editor that can import those custom registry keys easily, but I’m still looking. Whichever tool you use, creating a transform (MST) to implement with the MSI is your safest solution and can save you a lot of headaches.

The Trouble With Testing

July 21, 2010 by Dave Kane

Everyone knows that installing a new or upgrading an existing system can come with headaches. To make any implementation a successful one in the eyes of your users, you have to make their experience as easy and trouble free as possible.

The most important thing that we (meaning us at ADV and you, our partners in implementation) do is test and test and test. Testing a workstation implementation can be tricky though.

Asking for a test workstation is a normal request we make any time we are doing an implementation. After doing a new install or an upgrade, we at ADV like to make sure things are working from a technical and functional perspective before we hand things off to the client or IT Service partner. The trouble is that we often get a workstation that is relatively clean to test with. This is where a major difference can be made.

A pilot program can make the difference. Having a group of users spend time working with the system in the way they would normally work can catch issues and bugs before things get rolled out to the entire organization. Having a good mix of power and casual users is always beneficial, everyone works different. Yes, we may be taking time away from actual work to do that testing. But, the cost is more than made up for in adaptation and user acceptance of the new system, less down time in production trouble shooting and better training as we learn how you work.

ADV is very familiar with the functionality of the products we are there to help you implement. However, we only have a limited idea of how your users are going to work. Over the years, I have learned a tremendous amount from watching users when we are trouble shooting problems. They will do things that I, as a technical user, would never even dream of trying. The phrase, “I never knew you could do that.” has passed my lips more than once.

When you look over that project plan, ask yourself… “Do we have a pilot testing plan?”

Older Autonomy/iManage updates no longer available

March 16, 2010 by Dave Kane

This is important information from the Autonomy/iManage WorkSite Support web site. Software updates, patches, service packs and basic installation files for older versions of WorkSite are no longer available. See their website for the “WorkSite Software Matrix”.

Certain components are still available and being supported. However, here is the important list of what has been pulled…

All versions of WorkSite Server 8.3 and older.
All versions of iManage MailSite 8.0 and older.
All versions of WorkSite Web 8.2 and older.
All versions of WorkSite Indexer 8.3.

The recommendation if you are having issues with older versions will be to upgrade your systems to version 8.4 or newer. Since version 8.4 was an interim version during the transition with Autonomy, I would highly recommend upgrading your systems to WorkSite 8.5.

This is an upgrade that you should plan for early. There are hardware and system architecture considerations that need to be taken into account with the new software. We are currently working with several of our clients, from small law firms with single server implementations to larger, corporate legal with multi-server, clustered configurations, in transitioning to WorkSite 8.5. If you would like assistance with any phase of your project, please feel free to contact us.

eDocs 5.2.1 CU3 Performance Issue

December 18, 2009 by Dave Kane

After upgrading a couple of clients to the latest version of eDocs 5.2.1 CU3, we had some performance issues reported when trying to profile a new document or update the profile of an existing document. It would take 10-20 seconds to be able to tab from validation field to validation field. The CPU usage for the DM.exe process would spike and the amount of memory would also jump with each press of the tab key. The workstation would appear to lock up for that time.

 There appears to be an issue in the new Save User Interface. Open Text is working on a hotfix for the issue and I’ve gotten an advance release I’m testing with two of our clients. The hotfix appears to have resolved the issue and we are currently waiting for OT to make the official release.

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