After the Content Manager installation or upgrade
After you complete the installation or upgrade of your Content Manager server, perform a number of tasks to help you verify the installation or upgrade , and to configure the components that you have just installed or upgrade . Unless explicitly stated otherwise, all tasks in this section must be performed for installation and for upgrade alike.
- Creating a ServiceUser user (installation only)
Perform this task only if you've installed Content Manager for the first time. Creating a ServiceUser user is a mandatory action for translation services, and for the interaction between Content Manager and a delivery platform. - Upgrading your XML configuration versions (upgrade only)
If you've upgraded from Tridion Docs 15 to Tridion Docs 15.1, the upgrade automatically sets the versions of your XML configuration files to correct values for Tridion Docs 15.1. But if you've upgraded from an earlier version than Tridion Docs 15, you need to set the versions correctly yourself. This task explains how. - Upgrading your Inboxes configuration (upgrade only)
Tridion Docs 15 introduced some changes to the XML of the configuration for Inboxes. If you've upgraded Content Manager from a release earlier than Tridion Docs 15, transform your existing inbox configuration XML from old format to new format by running a Powershell script. - Migrating metadata properties to the taxonomy (upgrade only)
After the upgrade to Tridion Docs 15.1, you may want to migrate some LOV-based metadata properties to the taxonomy. - Rebuilding the full text index (upgrade only)
Perform this task only if you've upgraded Content Manager. Rebuild the full text index if it is no longer synchronized with the current database, or after a Content Manager upgrade on a new server for example. It should be done usingInvoke-ISHFullTextIndexMaintenancecmdlet available overISHDeploymodule. - Reapplying custom Content Manager Add-ons (upgrade only)
If you have developed custom Add-ons for Content Manager, recompile and reapply them after you have upgraded the Content Manager that they extend. Perform this task for each of your custom Add-ons for Content Manager. - Synchronizing the Content Manager database with Metrics storage
In order to use the Metrics feature, you must perform an initial synchronization of the Content Manager database with Metrics storage. Depending on your installation or upgrade scenario, you may need to perform the synchronization yourself, by running a script called SynchronizeMetrics.ps1. - Verifying Microsoft SQL System Administration role permissions
If you use Microsoft SQL Server as your database, then after installing or upgrading Content Manager, grant theisourceuser system administrator permissions. This ensures that the database upgrade tool (DBUpgradeTool or DBUT) works properly. - Running DBUpgradeTool for maintenance
After installing or upgrading Content Manager, use DBUpgradeTool (DBUT) to perform an overall verification of the database, to update database objects such as views, indexes, packages and stored procedures, and to modify metadata structures. - Installing ISHDeploy and ISHRemote
When installing or upgrading to Tridion Docs 15.1, you need to install the ISHDeploy and ISHRemote PowerShell modules on the Content Manager application server. The modules are needed to run the scripts delivered with Tridion Docs. - Manually creating or updating XML configurations (upgrade only)
Perform this task only if you are upgrading. You must make your XML configurations work with the current release. You only need to perform this task if you did not receive a fully prepared database dump-backup file for your upgrade. - Checking translation services roles and privileges
An active TRANSLATORSERVICE role is necessary for translation services (TranslationOrganizer, TranslationBuilder) to operate. This role is part of the out-of-the-box settings for Content Manager 10.0.0 and later. As from Tridion Docs 15. the user used for translation services must have an "Administrator" user role, or be a part of any other role that as "System Administrator" privilege or "Translation Mangement" privilege. In case TRANSLATIONSERVICE role needs to be created with all status transitions, follow the procedure: - Enabling Content Manager user interfaces and features
After installing or upgrading Content Manager, you can individually enable the individual user interfaces and subfeatures that are part of Collective Spaces. - Enabling services
After the installation or upgrade has completed, services will not start automatically, since the database is not guaranteed to be in the right state until you run the DBUT tool. Also, you might decide not to start some services on the specific installation depending on the server role. To enable typical services, you can locate and run theEnable-DefaultServices.ps1script. - Configure Security Token Service for authenticating WCF .SVC web services (deprecated)
The WCF .SVC web services require that you configure a Security Token Service (STS) for authentication, which uses ISHSTS as the default identity provider. - Verifying the installation or upgrade
Conduct some testing to verify critical parts of your installed or upgraded system.
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