Presentation on how to install the ICMail, Surveys and File Viewer free entitlement software onto IBM Connections 5.0

1. IBM Connections - Installing the
Free "Extras" and Integrating with
other Products*
September 2012
Presenter: Victor Toal
Company: ToalSystems
* And other nifty stuff

2. Victor Toal
aka “Dr. Vic”
20+ Years of talking tech
IBM Connections, Sametime, WebSphere, DB2,
Notes and Domino
victor@toalsys.com
Twitter: @TheToal
Skype: victor_toal

3. PLATINUM & CHAMPAGNE SPONSORS
GOLD SPONSORS
SILVER SPONSORS
BRONZE SPONSORS

4. What Are we talking about here?
IBM Connections is IBM’s Flagship product in the Social Network
Software Category.
It comes with everything you need to set up and run a social
community inside of your firewall – and since Version 5 – also make
it easily available outside of your firewall as well:
Activities (similar to to-dos)
Blogs – stand-alone or as part of a Community
Bookmarks – share and store important bookmarks
Files – individual user files and community files organized in libraries
Forums – discuss topics, ask questions, find answers
Wikis – stand-alone or as part of a Community
Communities – A place where all of the above applications can be
grouped around a specific theme or group of people

5. Some of the Add-ons …
CCM – Connections Content Manager / IBM Filenet integration
Requires a license for any user accessing the CCM portion of Connections. Can be integrated with an existing FileNet
implementation for the full document lifecycle experience.
IBM Connections Mail
Integrate your Domino or Exchange email into IBM Connections and display links in the Website header to access email and
calendar entries from your email system
IBM File Viewer
A subset of the IBM Docs features – but without any editing ability. View all office type documents that are uploaded into Files of CCM
directly in the browser without having to download them first
Surveys / IBM Forms limited integration
Sametime – Awareness Integration
See the online status of other Connections users and initiate IM/chat sessions with them
IBM Docs
Similar to Google Docs or Office Online – this gives you the ability to view, edit and save documents and spreadsheets
directly in the browser without having to download the files onto a PC and edit them with an MS Office or other like
software.

6. This is What We will Talk About Today
** IBM Connections Mail **
** IBM File Viewer **
** IBM Forms **
Why?
These are the most commonly installed add-ons, or
in he case of Sametime, the most common
integration (but we ain’t doing Sametime today …)

7. Basically Speaking …
• Most Applications will run on either Linux/AIX or
Windows
• Surveys (IBM Forms) requires DB2, will not work
with other database systems at this time
• You install the app, enable with by updating config
files – mostly as a widget that gets added to a
community
• Most add-ons can run either on single WebSphere
servers or in a clustered environment

8. Architecture - Clustered
Web Layer
Application Layer
Services Layer
User HTTP Traffic
Connections Server 1
Deployment Manager
Application Node1
Connections Server 1
Application Node2
DB2 Server File Server Share
Shared File Services
Web Server 1
Access to shared
file repository
DB Access Share File Services
CNX5.ToalSys.Social
Connections 5.0 Architecture
Clustered
Clustered Components:
Connections URL: http://cnx5.toalsys.social
Server1: CNXSrv01.intranet.toalsys.com
Server2: CNXSrv02.intranet.toalsys.com
HTTP: HTTP01.intranet.toalsys.com
DB2: dbSrv01.intranet.toalsys.com
File server: space01.intranet.toalsys.com
Connections Data File Share: fileserver.toalsys.socialcnxdata

9. Architecture – Non Clustered
Web Layer
Application Layer
Services Layer
User HTTP Traffic
Connections Server 1
Deployment Manager
Application Node1
DB2 Server File Server Share
Shared File Services
Web Server 1
Access to shared
file repository
DB Access Share File Services
CNX5.ToalSys.Social
Connections 5.0 Architecture
Non-Clustered
Non Clustered Components:
Connections URL: http://cnx5.toalsys.social
Server1: CNXSrv01.intranet.toalsys.com
HTTP: HTTP01.intranet.toalsys.com
DB2: dbSrv01.intranet.toalsys.com
File server: space01.intranet.toalsys.com
Connections Data File Share: fileserver.toalsys.socialcnxdata
OR
D:IBMConnectionsDatashared

10. IBM Connections Mail
Let’s start with email
- It’s Simple, Really -
1. Add Repository
2. Install Product
3. Create socialmail-discovery-config.xml
4. Edit the application security for COMMON
5. Sync nodes
6. Restart Common
Ta-Taaaa!

11. IC Mail - Resources
• Latest version is currently 1.6
• But the version to install depends on what version of
Connections you are running
• Different versions of ICMail have different WebSphere and
Connections version requirements and compatibility
limitations (mainly regarding Exchange) – check the
Greenhouse Catalog for details:
• ICMail V1 -> Connections V4.0 – Greenhouse link: http://ibm.co/1WwMtxe
• ICMail V1.3 iFix2 -> Connections 4.5 – Greenhouse link: http://ibm.co/1fj77z4
• ICMail V1.6 iFix2 -> Connections 5.0– Greenhouse link: http://ibm.co/1qzXtYE

12. ICMail continued …
• ICMail can be enabled for all users, individuals or on a group
membership basis for both Exchange and Domino back-ends
• This is done by updating the COMMON application in WebSphere
with either individuals, all users or groups.
Some Gotchas:
• If you have customized the Connections header.jsp, make sure you
have the latest version, there is code in it that helps the browser
recognize whether ICMail is enabled and if the user is allowed to
access it.
• The config file [socialmail-discovery-config.xml] can contain
username and password information so be sure to utilize the
encrypted methods so not to leave potential security holes in your
environment

13. ICMail with Domino
• Install documentation link: http://ibm.co/1UML83j
• Requires only WebSSO with the Domino server, easiest if
Domino is your LDAP source
• Must exchange LTPA Token/key between WebSphere
servers and the Domino WebSSO document
• Domino servers must be set to authenticate HTTP as multi-
session using LtpaToken
Here is a good document with all the details on how to enable
SSO between WebSphere / Connections and Domino:
http://ibm.co/1Nl1tv2

14. ICMail with Exchange
• Install documentation link: http://ibm.co/1UML83j
• Requires SPNEGO with KERBEROS as your WebSphere SSO
authentication method
• Easiest if LDAP is AD based and the same AD domain as
Exchange
• Requires much more in terms of configuration and settings
• AD Settings also needed
• Make sure you read this document by Michele Buccarello
http://bit.ly/1MCXJVN
TIP: when configuring KERBEROS, always write all domain
names, server names, URLs etc. in UPPER CASE

15. ICMail Installation
• Install is via the IBM Installation Manager on the Deployment
Manager
• Add the package as a new repository to your existing IIM

16. ICMail Installation Continued . . .
Choose the Install
Package and click next
Enter the location you
want the files to be
installed on

17. ICMail Installation continued . . .
Review the settings one final
time and install.
When the system is done you
will see the below screen

18. ICMail Installation continued . . .
Set the correct access settings for mail users in the COMMON
application.
Go to ENTERPRISE APPLICATIONS -> WEBSPHERE ENTERPRISE
APPLCIATIONS -> click on COMMON and choose SECURITY ROLE TO
USER / GROUP MAPPING

19. ICMail Installation continued . . .
<config id="socialmail-discovery-config" version="1.3" xmlns:xsi="http://www.w3.org/2001/XMLSchema-
instance" xsi:noNamespaceSchemaLocation="socialmail-discovery-config.xsd">
<discovery>
<ServerConfig name="exchangeconfig" enabled="true">
<ConfigType>EXCHANGE</ConfigType>
<DirectoryServer>FQHNofDomainController</DirectoryServer>
<DirectoryServerDomain>FQDomainName</DirectoryServerDomain>
<DirectoryUser>LDAPBindUSer</DirectoryUser>
<DirectoryPW>Password</DirectoryPW>
<CertificateFile>E:IBMWebSphereAppServerjavajrelibsecuritycacerts</CertificateFile>
<CertificateFilePW>changeit</CertificateFilePW>
<ADDomainUser>ADDomainNameUSerAccountLDAPBind</ADDomainUser>
<ADDomainPW>Password</ADDomainPW>
<MailPattern type=“Domain.com"/>
</ServerConfig>
</discovery>
<GadgetConfig>
<GadgetPreference id="MailSearchInterval">15000</GadgetPreference>
<GadgetPreference id="MailPollOnBadge">false</GadgetPreference>
<GadgetPreference id="MailCheckOnLoadInterval">300000</GadgetPreference>
<GadgetPreference id="MailPollInterval">300000</GadgetPreference>
<GadgetPreference id="ExchMaxUploadSize">15800000</GadgetPreference>
</GadgetConfig>
</config>
Example: socialmail-discovery-config.xml for Exchange

20. ICMail Installation continued . . .
<config id="socialmail-discovery-config" version="1.3" xmlns:xsi="http://www.w3.org/2001/XMLSchema-
instance" xsi:noNamespaceSchemaLocation="socialmail-discovery-config.xsd">
<discovery>
<ServerConfig name="waters-redirect" enabled="true">
<ConfigType>REDIRECT</ConfigType>
<RedirectURL>https://URL_TO_REDIRECTOR:443?nocache=1&amp;nostore=1</RedirectURL>
<MailPattern type=“DOMAIN.COM"/>
</ServerConfig>
</discovery>
<GadgetConfig>
<GadgetPreference id="MailSearchInterval">5000</GadgetPreference>
<GadgetPreference id="MailPollOnBadge">false</GadgetPreference>
<GadgetPreference id="MailCheckOnLoadInterval">300000</GadgetPreference>
<GadgetPreference id="MailPollInterval">900000</GadgetPreference>
<GadgetPreference id="UseConfiguredProtocol">true</GadgetPreference>
<GadgetPreference id="useConfiguredProtocol">true</GadgetPreference>
</GadgetConfig>
</config>
Example: socialmail-discovery-config.xml for Domino

21. IBM File Viewer
It’s Simple, Really:
1. Create WebSphere Servers/Cluster
2. Choose version – download - unpack
3. Update properties.config files
4. Install Conversion, Viewer and Viewer Extension (in this order)
5. Synch nodes, regenerate HTTP plug-in and deploy
6. Restart Common, Files and CCM (or just the whole server)
Ta-Taaaa!

22. IBM File Viewer continued . . .
IBM File Viewer – Some Details
• Is a subset of the full IBM DOCS product. You get conversion (so the office
file can be rendered in a browser) and the viewer, but no editing capability
• The latest version 1.0.7 will also work with CCM/Libraries – but is more
work to install
Tip 1: If you don’t have CCM, install 1.0.6 – the code is the same
for Conversion and Viewer and the install is significantly easier
• If you need additional languages other than English, install more language
packs on Windows. You can buy or download fonts or language packs. For
example, you can download Windows Server 2008 R2 Multilingual User
Interface Language Packs.
• Also, you can get font packages from third-party venders, then get the .ttc
and .ttf files from the package, and install them on your server.

23. IBM File Viewer continued . . .
• Choose the right documentation:
• 1.0.6: http://ibm.co/1LjGpSs
• 1.0.7: http://ibm.co/1E61Czw
• Read the documentation – then create the WebSphere server
infrastructure you intend to use it on.
Tip1: even if you only want ONE WebSphere server to run it on,
create that server as a cluster member – that way you can more
easily expand in the future if you want to
• If you are installing on a separate physical/virtual server from your
existing Connections environment (=add a new node) make sure this
server can access the shared file resources or this will not work . . . .
• Tip2: make sure you read SW requirements for Linux – python!!

24. IBM File Viewer continued . . .
• Fill in ALL the cfg.properties for all three components first.
There are variables in them that have to match for each of the
components. If you do not, there is trouble!
• Pay attention to anything that is called
[xxx_shared_storage_xxx] -> those have to be the same value
for all systems. Create the actual folders manually, the installer
will not create them during the install.

25. IBM File Viewer continued . . .
[Conversion]
conversion_install_root=D:IBMIBMConversion
docs_shared_storage_type=local
viewer_shared_storage_type=local
docs_shared_storage_local_path=D:IBMDocSharedStorage
docs_shared_storage_remote_server=nas-docs.ibm.com
docs_shared_storage_remote_path=/opt/IBM/docs_data
viewer_shared_storage_local_path=D:IBMDocSharedStorage
viewer_shared_storage_remote_server=nas-docs.ibm.com
viewer_shared_storage_remote_path=/opt/IBM/viewer_data
viewer_url=http://cnx5.toalsys.social/viewer
was_install_root=D:IBMWebSphereAppServer
was_soap_port=8879
scope=Cluster
scope_name=ConversionCluster
node_name=
sym_count=4
sym_start_port=8100
software_mode = Premise
[Viewer]
viewer_install_root=D:/IBM/FileViewer
shared_data_dir=D:/IBM/DocSharedStorage
was_install_root=D:/IBM/WebSphere/AppServer
was_soap_port=8879
conversion_url=http://cnx5.toalsys.social/conversion
files_path=D:/IBM/Connections/data/shared/files/upload
editor_installed=No
scope=Cluster
scope_name=ViewerCluster
node_name=
browser_cache=No
enable_print=No
auth_type=FORM
auth_host=
multi_tenancy=false
convert_on_upload=yes
housekeeping_frequency=weekly
housekeeping_age_threshold_of_rendition_latest_version=3
0
housekeeping_size_threshold_of_rendition_cache=256
[ICExt]
ext_install_root=D:/IBM/IBMViewer/extension
was_dm_profile_root=D:/IBM/WebSphere/AppServer/profiles/
Dmgr01
was_soap_port=8879
enable_upload_conversion=Yes
auth_type=BASIC
viewer_admin_j2c_alias=
files_scope=Cluster
files_scope_name=CnxCluster
files_node_name=
news_scope=Cluster
news_scope_name=CnxCluster
news_node_name=
common_scope=Cluster
common_scope_name=CnxCluster
common_node_name=
viewer_server_url=http://cnx5.toalsys.social/viewer
restart_connections=False
Non-Clustered / Local Server
Install WINDOWS

26. IBM File Viewer continued . . .
[Conversion]
conversion_install_root=D:IBMIBMConversion
docs_shared_storage_type=local
viewer_shared_storage_type=local
docs_shared_storage_local_path=fileserver.toalsys.socialcnxdataDocSharedStorage
docs_shared_storage_remote_server=nas-docs.ibm.com
docs_shared_storage_remote_path=/opt/IBM/docs_data
viewer_shared_storage_local_path=fileserver.toalsys.socialcnxdataDocSharedStorage
viewer_shared_storage_remote_server=nas-docs.ibm.com
viewer_shared_storage_remote_path=/opt/IBM/viewer_data
viewer_url=http://cnx5.toalsys.social/viewer
was_install_root=D:IBMWebSphereAppServer
was_soap_port=8879
scope=Cluster
scope_name=ConversionCluster
node_name=
sym_count=4
sym_start_port=8100
software_mode = Premise
[Viewer]
viewer_install_root=D:/IBM/FileViewer
shared_data_dir==fileserver.toalsys.socialcnxdataDocSharedStorage
was_install_root=D:/IBM/WebSphere/AppServer
was_soap_port=8879
conversion_url=http://cnx5.toalsys.social/conversion
files_path=fileserver.toalsys.socialcnxdatafilesupload
editor_installed=No
scope=Cluster
scope_name=ViewerCluster
node_name=
browser_cache=No
enable_print=No
auth_type=FORM
auth_host=
multi_tenancy=false
convert_on_upload=yes
housekeeping_frequency=weekly
housekeeping_age_threshold_of_rendition_latest_version=30
housekeeping_size_threshold_of_rendition_cache=256
[ICExt]
ext_install_root=D:/IBM/IBMViewer/extension
was_dm_profile_root=D:/IBM/WebSphere/AppServer/profiles/Dmgr01
was_soap_port=8879
enable_upload_conversion=Yes
auth_type=BASIC
viewer_admin_j2c_alias=
files_scope=Cluster
files_scope_name=CnxCluster
files_node_name=
news_scope=Cluster
news_scope_name=CnxCluster
news_node_name=
common_scope=Cluster
common_scope_name=CnxCluster
common_node_name=
viewer_server_url=http://cnx5.toalsys.social/viewer
restart_connections=False
Clustered / Non-Local Server
Install
WINDOWS

27. IBM File Viewer continued . . .
Run the
installers . .
. . In order

28. IBM File Viewer continued . . .
If you are installing on multiple Nodes
• Copy the install folders over to the other server
• Rename the [cfg.node.properties] to something else ad rename the
[cfg.properties] you updated earlier to [cfg.node.properties]
• Run the install_node.bat/.sh install executable
• Sit back and relax
• Look for error in the install log files -> they are inside the installation
folders you configured, in this case:
• D:IBMFileViewer
• D:IBMIBMConversion
• D:IBMIBMViewerextension

29. IBM File Viewer continued . . .
NOTE: If you install on clustered servers, this has to run on all Nodes/servers that run the Conversion
task
Setting up
Scheduled Tasks

30. IBM File Viewer continued . . .
Finally – do the usual WebSphere Stuff:
• Sync the Nodes (even though the scripts – allegedly –
do that
• Regenerate the HTTP Plug-in and deploy it
• Restart the HTTP server(s)
• Restart Connections (all apps)
• Restart the Viewer and Conversion server(s)
• Look for errors in the WebSphere log files

31. IBM File Viewer continued . . .
A potential Issue to look for – if you installed as a
cluster
• The installer uses the [shared_data_dir] as the location to put the WebSphere Cluster Message
Stores for the cluster you created
• When using UNC file locations, in some cases (depends on server) WebSphere does not interpret
them correctly and creates a new folder in the drive that WebSphere is installed in named exactly
as your share file folder – in our case: D:fileserver.toalsys.socialcnxdataDocSharedStorage on
both servers for the WebSphere messages stores.
• Check the sib-engines.xml in the folder
C:IBMWebSphereAppServerprofilesDmgr01configcellsCNXCell01clustersViewerCluster
• Change the line to match the same location as the Connections cluster settings:
logDirectory="${MESSAGE_STORE_PATH}/ViewerCluster/log“
permanentStoreDirectory="${MESSAGE_STORE_PATH}/ViewerCluster/store"
temporaryStoreDirectory="${MESSAGE_STORE_PATH}/ViewerCluster/store“
This puts all WebSphere specific message stores into the same location in the share file location

32. Surveys / IBM Forms Builder
Experience
It’s Simple, Really:
1. Create WebSphere Servers/Cluster
2. Create the DB2 Database
3. Download - unpack
4. Install the First Server, Then The cluster server (if you plan to)
5. Update widget-config.xml, Map app to HTTP server, Synch nodes
6. Regenerate HTTP plug-in and deploy – Restart HTTP server
7. Connect to the Forms Screen and run the setup
8. Add extra Indexes to the DB2 server
9. Add the Widget information into the widget.config.xml
10.Synch nodes, restart Connections and Forms server(s)
Ta-Taaaa!

33. Surveys continued …
Create the DB2 Database
• Surveys / Forms Experience Builder REQUIRES DB2 – so if you use
SQL or Oracle for your Connections environment and want Surveys
you need to install a DB2 server
• When creating the dB use these commands, the commands in the
documentation are partially incorrect and badly formatted:
CREATE DB FEBDB using codeset UTF-8 territory us PAGESIZE 32768
connect to FEBDB
CREATE BUFFERPOOL BUFFERFEB IMMEDIATE SIZE 250 PAGESIZE 32K
CREATE USER TEMPORARY TABLESPACE LARGE_USERTEMP PAGESIZE 32k
MANAGED BY AUTOMATIC STORAGE EXTENTSIZE 16 PREFETCHSIZE 16
BUFFERPOOL BUFFERFEB
grant dbadm on database to LCUSER

34. Surveys continued …
Add the Widget definition to the widget-config.xml
<widgetDef defId="Surveys" description="Surveys.desc" bundleRefId="formiwidget" primaryWidget="true" showInPalette="true"
modes="view edit fullpage" uniqueInstance="true" loginRequired="false"
url="{webresourcesSvcRef}/web/com.ibm.form.integrations.formiwidget/Surveys.xml"
helpLink="/topic/com.ibm.lotus.connections.communities.surveys.help/community_survey_frame.html"
iconUrl="{webresourcesSvcRef}/web/com.ibm.form.integrations.formiwidget/images/survey_widget_icon.png">
<itemSet>
<item name="formSeverBaseUrl" value="/forms"/>
<item name="surveyNumberInOverview" value="5"/>
<item name="communitiesSvcRef" value="{communitiesSvcRef}"/>
<item name="webresourcesSvcRef" value="{webresourcesSvcRef}"/>
<item name="opensocialSvcRef" value="{opensocialSvcRef}"/>
<item name="version" value="{version}"/>
</itemSet>
<lifecycle remoteHandlerURL="http://cnx5.toalsys.social/forms/secure/org/lifecycle"
remoteHandlerAuthenticationAlias="connectionsAdmin">
<event>community.members.added</event>
<event>community.members.removed</event>
<event>widget.added</event>
<event>widget.removed</event>
<event>community.updated</event>
<event>community.visibility.changed</event>
<event>community.prepare.delete</event>
<event>community.members.modified</event>
<event>community.org.changed</event>
</lifecycle></widgetDef>

35. Surveys continued …
Install Forms Experience Builder
• Using IBM Installation Manager on the actual FORMS server, not the
Deployment manager – unless that is where FORMS is running
• Unpack FEB 8.5.1 and add the repository to IIM

36. Surveys continued …
• Run though the
Install Process

37. Surveys continued- More Install Joy!
• Surveys Continued . . .

38. Surveys continued …
. . .
Map The App to the HTTP server

39. Surveys continued …
Do the WAS Stuff
• Sync Nodes, Regenerate the HTTP plug-in, Deploy it, restart HTTP server(s)
and start the FORMS server(s)
• Connect to the Forms interface – in my example that is:
http://cnx5.toalsys.social/forms

40. Surveys continued … Now to the Setup
Steps …
• Surveys Continued . . .

41. Surveys continued … FINAL
Create some more DB2 indexes to improve
performance
• Use these commands …. Same reason as before
Connect to FEBDB
CREATE BUFFERPOOL FEB4KBP IMMEDIATE SIZE 250 AUTOMATIC PAGESIZE 4 K
CREATE LARGE TABLESPACE USERSPACE4K PAGESIZE 4 K MANAGED BY
AUTOMATIC STORAGE BUFFERPOOL FEB4KBP
CREATE BUFFERPOOL FEB8KBP IMMEDIATE SIZE 250 AUTOMATIC PAGESIZE 8 K
CREATE LARGE TABLESPACE USERSPACE8K PAGESIZE 8 K MANAGED BY
AUTOMATIC STORAGE BUFFERPOOL FEB8KBP
CREATE BUFFERPOOL FEB16KBP IMMEDIATE SIZE 250 AUTOMATIC PAGESIZE 16
K
CREATE LARGE TABLESPACE USERSPACE16K PAGESIZE 16 K MANAGED BY
AUTOMATIC STORAGE BUFFERPOOL FEB16KBP

42. Ta-TAAAAAAA!
“Oohh, of questions many you
have?”