Installation and Upgrade Guide

Selectica CLM Release 6.0

Selectica Guided Selling Release 2.0
June 2013

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Copyright © 2013 by Selectica, Inc.

All rights reserved.
Printed in the United States of America.

2121 El Camino Real

10th Floor
San Mateo, CA 94403
650-532-1500
650-532-1505 (facsimile)
www.selectica.com

Proprietary and Confidential

This manual and the software described herein are copyrighted with all rights reserved. Under the copyright
laws, this manual and the software may not be copied, in whole or in part, without written consent of Selectica,
Inc., except in the normal use of the software.
The information in this manual is furnished for informational use only, is subject to change without notice,
and should not be construed as a commitment by Selectica, Inc. Selectica, Inc., assumes no responsibility
or liability for any errors or inaccuracies that may appear in this book.
In addition to Selectica trademarks, other brand and product names are or may be mentioned herein. All other
trademarks mentioned herein are properties of their respective holders.
Microsoft Windows®, Windows 2000® operating system, Windows XP® operating system. Microsoft
Excel® and Windows NT® operating system are registered trademarks of Microsoft Corporation.
Oracle TM is a trademark of Oracle
Salesforce® is a registered trademark of Salesforce.com, Inc.

Selectica, Inc. owns the following patents, filed and issued by the USPTO: 6049822, 6205446, 6233609, 6535913,
6480859, 646077.

For a list of Selectica trademarks, see: http://www.selectica.com.

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Selectica
Installation and Upgrade Guide

1 Introduction ................................................................................................................................................................................. 10
1.1 About This Guide ................................................................................................................................................................. 10
Quick Start Instructions .............................................................................................................................................................. 10
1.2 System Requirements ......................................................................................................................................................... 10
2 Selectica CLM Installation .......................................................................................................................................................... 12
2.1 Installer Overview ................................................................................................................................................................ 12
2.2 Installer Modes and Supported platforms............................................................................................................................ 13
2.3 Selectica Installer workflow ................................................................................................................................................. 14
2.4 Obtaining Selectica Installer ................................................................................................................................................ 14
3 CLM Stand-alone Installation ..................................................................................................................................................... 16
3.1 Database Creation............................................................................................................................................................... 16
3.1.1 Oracle ...................................................................................................................................................................... 16
3.1.2 MSSQL .................................................................................................................................................................... 16
3.1.3 Graphical Mode Installation steps ........................................................................................................................... 16
3.1.4 Console Mode Installation ....................................................................................................................................... 34
3.1.5 Launching CLM service ........................................................................................................................................... 35
3.1.6 Uninstalling .............................................................................................................................................................. 35
4 Advanced setup and configuration ............................................................................................................................................. 36
4.1 Setting up Tomcat Windows Service ................................................................................................................................... 36
4.2 Settings for Front-end Web Server ...................................................................................................................................... 37
5 Advanced Application Workspace Settings ................................................................................................................................ 39
5.1 Database Connection Configuration ................................................................................................................................... 39
5.1.1 For weblogic ............................................................................................................................................................ 39
5.2 Application Property Configuration ...................................................................................................................................... 39
5.2.1 Commonly Configured Properties............................................................................................................................ 39
5.3 Other Notes ......................................................................................................................................................................... 41
6 Post-Installation Troubleshooting ............................................................................................................................................... 42
6.1 Console Logs....................................................................................................................................................................... 42
6.2 Selectica CLM Logs............................................................................................................................................................. 42
7 Installing Selectica CLM Reporting Warehouse ......................................................................................................................... 44
7.1 Installation ........................................................................................................................................................................... 44
8 Upgrading Selectica CLM ........................................................................................................................................................... 47
8.1 Upgrading from Release 4.x to Release 6.0 ....................................................................................................................... 47
8.2 Upgrading from Release 5.4 to Release 6.0 ....................................................................................................................... 49
8.3 Troubleshooting the Upgrade .............................................................................................................................................. 51

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9 LDAP Authentication Setup ........................................................................................................................................................ 52

9.1 Prerequisites ........................................................................................................................................................................ 52
9.2 Configuration Steps ............................................................................................................................................................. 52
10 Installing the FAX Module........................................................................................................................................................... 53
10.1 Using Biscom FAXCOM ................................................................................................................................................ 53
10.1.1 System Requirements ............................................................................................................................................. 53
10.1.2 System Installation ................................................................................................................................................... 53
10.2 Using RunFax ................................................................................................................................................................ 57
10.2.1 System Requirements ............................................................................................................................................. 57
10.2.2 System Installation ................................................................................................................................................... 57
10.3 Setup for PDF to Word Conversion ............................................................................................................................... 58
10.3.1 Required Pre-installed Software .............................................................................................................................. 59
10.3.2 Windows Server 2003/IIS 6 ..................................................................................................................................... 59
10.3.3 Windows Server 2008/IIS 7 ..................................................................................................................................... 60
10.3.4 Selectica CLM Application configuration settings:\ .................................................................................................. 62
10.3.5 Possible problems resolution ................................................................................................................................... 63
10.4 “SCPMWordToPDF” Web Service Installation and Configuration................................................................................. 63
10.4.1 System requirements ............................................................................................................................................... 63
10.4.2 Windows Server 2003/IIS 6 ..................................................................................................................................... 63
10.4.3 Windows Server 2008/IIS 7 ..................................................................................................................................... 66
10.4.4 Selectica CLM Application configuration settings: ................................................................................................... 69
10.4.5 Possible problems resolution: .................................................................................................................................. 69
11 CLM/GS Integration Installation.................................................................................................................................................. 71
11.1 CLM Installation ............................................................................................................................................................. 71
11.2 ITE Installation ............................................................................................................................................................... 72
11.2.1 Configuring ITE User Permissions for Selectica Playbook ...................................................................................... 73
11.3 Console Mode Installation (CLM or ITE) ....................................................................................................................... 76
11.3.1 Uninstalling .............................................................................................................................................................. 78
11.4 Guided Selling (GS) Installation .................................................................................................................................... 78
11.4.1 Database Creation ................................................................................................................................................... 78
11.4.1.1 Oracle ...................................................................................................................................................................... 78
11.4.2 Graphical Mode Installation steps ........................................................................................................................... 78
11.4.3 Console Mode Installation ....................................................................................................................................... 89
11.4.4 Launching GS service.............................................................................................................................................. 91
11.5 Selectica Playbook Installation ...................................................................................................................................... 91
11.5.1 Database Creation ................................................................................................................................................... 91
11.5.2 Oracle ...................................................................................................................................................................... 91
11.5.3 Graphical Mode Installation Steps ........................................................................................................................... 91
11.5.4 Console Mode Installation ..................................................................................................................................... 103
11.5.5 Launching Playbook .............................................................................................................................................. 105

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

11.5.6 Special Instructions For 32-Bit Windows Users..................................................................................................... 105

12 Failover ..................................................................................................................................................................................... 108
12.5 Configuration & Deployment........................................................................................................................................ 108
12.5.4 Weblogic Configuration.......................................................................................................................................... 109
12.5.5 Apache Configuration ............................................................................................................................................ 109
12.5.6 Application Configuration ....................................................................................................................................... 109
12.5.7 Load Balancer Configuration ................................................................................................................................. 109
12.5.8 Transparent Failover.............................................................................................................................................. 109
13 Selectica – Documentum Integration........................................................................................................................................ 110
13.5 Deployment Overview ................................................................................................................................................. 110
13.6 Prerequisites ................................................................................................................................................................ 110
13.6.4 Documentum Products .......................................................................................................................................... 110
13.6.5 Selectica Products ................................................................................................................................................. 110
13.7 Deployment.................................................................................................................................................................. 111
13.7.4 Selectica DAR Installation ..................................................................................................................................... 111
13.7.5 Java Method Deployment ...................................................................................................................................... 112
13.7.6 Forms Adaptor Deployment ................................................................................................................................... 112
13.8 Post-Deployment ......................................................................................................................................................... 112
13.8.4 DQL Scripts ........................................................................................................................................................... 112
13.8.5 Create a Service Account ...................................................................................................................................... 116
13.8.6 Verify/Modify the ACL assignments ....................................................................................................................... 116
13.8.7 Restart the Servers ................................................................................................................................................ 116
13.8.8 Verify Deployment ................................................................................................................................................. 116
Appendix A: Selectica Guided Selling for Salesforce 2.0 Installation & Configuration ....................................................................... 117
Prerequisites .................................................................................................................................................................................. 117
Install Guided Selling for Salesforce .............................................................................................................................................. 117
Create GS API User ................................................................................................................................................................. 117
Install Package ......................................................................................................................................................................... 120
Configure Guided Selling for Salesforce........................................................................................................................................ 123
Add and Configure User Profiles .............................................................................................................................................. 123
Configure Remote Site Settings ............................................................................................................................................... 125
Configure Remote Access (OAuth) .......................................................................................................................................... 126
Reset Security Token ............................................................................................................................................................... 128
Configure Custom Settings....................................................................................................................................................... 128
Customize Opportunity Page Layout ........................................................................................................................................ 131

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Table of Figures

Figure 1 Selectica Installer modes and supported platforms.................................................................... 13

Figure 2 Selectica Installer workflow ........................................................................................................ 14
Figure 3 downloads.selectica.com ........................................................................................................... 15
Figure 4 Graphical Mode: Selectica Installer download screen ................................................................ 17
Figure 5 Graphical Mode: select target directory screen .......................................................................... 18
Figure 6 Graphical Mode: Selectica Installer login screen ....................................................................... 18
Figure 7 Graphical Mode: Choose Product and Version to download ...................................................... 19
Figure 8 Graphical Mode: Options screen................................................................................................ 20
Figure 9 Graphical Mode: Welcome screen ............................................................................................. 21
Figure 10 Graphical Mode: Selectica CLM installation path screen ...................................................... 22
Figure 11 Graphical Mode: Configure Selectica CLM Installer screen .................................................. 23
Figure 12 Standard Installation Oracle Settings .................................................................................... 24
Figure 13 Graphical Mode: Packages selection screen ........................................................................ 25
Figure 14 Graphical Mode: Select BO Templates screen ..................................................................... 26
Figure 15 Graphical Mode: Select Pre-Configured Solution contracts screen ....................................... 27
Figure 16 Graphical Mode: Selectica CLM Settings screen .................................................................. 28
Figure 17 Graphical Mode: Database Selection screen ........................................................................ 29
Figure 18 Graphical Mode: DB Schema Creation ................................................................................. 30
Figure 19 Graphical Mode: Download and Installation Progress screen .............................................. 31
Figure 20 Graphical Mode: Properties settings screen.......................................................................... 32
Figure 21 Graphical Mode: Choose Product and Version to download ................................................. 33
Figure 22 Console Mode: selectica_c.exe............................................................................................. 34
Figure 23 Console Mode: command screen.......................................................................................... 34
Figure 24 Tomcat service manager ....................................................................................................... 36
Figure 25 Selectica CLM Installer Welcome screen .............................................................................. 44
Figure 26 Reporting Warehouse Product Welcome Screen .................................................................. 45
Figure 27 Reporting Warehouse Installation Path screen ..................................................................... 46
Figure 28 Graphical Mode: CLM/GS Integration Settings ..................................................................... 72
Figure 29 ITE: Roles List ....................................................................................................................... 74
Figure 30 ITE: Define Role .................................................................................................................... 74
Figure 31 PBComposerTemplates Role Privileges ............................................................................... 75
Figure 32 Navigation Composer Workspace ......................................................................................... 76
Figure 33 Playbook Admin Tab View in ITE .......................................................................................... 76
Figure 34 Console Mode: selectica_c.exe............................................................................................. 77

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Figure 35 Console Mode: command screen.......................................................................................... 77

Figure 36 Graphical Mode: Selectica Installer download screen ........................................................... 79
Figure 37 Graphical Mode: select target directory screen ..................................................................... 80
Figure 38 Graphical Mode: Selectica Installer login screen................................................................... 80
Figure 39 Graphical Mode: Choose Product and Version to download ................................................. 81
Figure 40 Graphical Mode: Options screen ........................................................................................... 82
Figure 41 Graphical Mode: Welcome screen ........................................................................................ 83
Figure 42 Graphical Mode: Selectica GS installation path screen ......................................................... 84
Figure 43 Graphical Mode: Database Selection screen ........................................................................ 85
Figure 44 Graphical Mode: Selectica Guided Selling Settings screen .................................................. 86
Figure 45 Graphical Mode: Salesforce settings ..................................................................................... 87
Figure 46 Graphical Mode: Download and Installation Progress screen .............................................. 88
Figure 47 Graphical Mode: Choose Product and Version to download ................................................. 89
Figure 48 Console Mode: selectica_c.exe............................................................................................. 90
Figure 49 Console Mode: command screen.......................................................................................... 90
Figure 50 Graphical Mode: Selectica Installer download screen ........................................................... 92
Figure 51 Graphical Mode: select target directory screen ..................................................................... 93
Figure 52 Graphical Mode: Selectica Installer login screen................................................................... 93
Figure 53 Graphical Mode: Choose Product and Version to download ................................................. 94
Figure 54 Graphical Mode: Options screen ........................................................................................... 95
Figure 55 Graphical Mode: Welcome Screen ........................................................................................ 96
Figure 56 Graphical Mode: Selectica Playbook installation path screen ............................................... 97
Figure 57 Graphical Mode: Selectica Playbook logs path screen ......................................................... 98
Figure 58 Graphical Mode: Selectica Playbook settings ....................................................................... 99
Figure 59 Graphical Mode: GS Integration properties ..........................................................................100
Figure 60 Graphical Mode: ITE Integration properties .........................................................................101
Figure 61 Graphical Mode: Playbook Installation completed ................................................................102
Figure 62 Graphical Mode: Product Installation screen ........................................................................103
Figure 63 Console Mode: selectica_c.exe............................................................................................104
Figure 64 Console Mode: command screen.........................................................................................104
Figure 65 Deployment Diagram ...........................................................................................................108
Figure 66 DAR Installer ........................................................................................................................111
Figure 67 Navigate to DQL Editor in DA...............................................................................................113
Figure 68 Execute DQLs ......................................................................................................................114
Figure 69 Setup Group/Role Membership 1 .........................................................................................114
Figure 70 Setup Group/Role Membership 2 .........................................................................................114

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Figure 71 Setup Group/Role Membership 3 .........................................................................................115

Figure 72 User Profiles page ................................................................................................................118
Figure 73 Standard User Profile page ..................................................................................................118
Figure 74 New User page (1 of 2) ........................................................................................................119
Figure 75 Salesforce User Notification settings ....................................................................................119
Figure 76 Salesforce Password Change screen ..................................................................................120
Figure 77 Salesforce Package Installation Details ...............................................................................121
Figure 78 Approve Third-Party Access.................................................................................................121
Figure 79 Approve Package API Access..............................................................................................122
Figure 80 Choose security level ...........................................................................................................122
Figure 81 Package Installation screen .................................................................................................123
Figure 82 Selectica Guided Selling Installed ........................................................................................123
Figure 83 Profile Edit: Custom App Settings ........................................................................................124
Figure 84 Profile Edit: Tab Settings ......................................................................................................124
Figure 85 Profile Edit: Custom Object Permissions ..............................................................................125
Figure 86 Remote Sites list ..................................................................................................................125
Figure 87 Enter Remote Site URL ........................................................................................................126
Figure 88 Apps page ............................................................................................................................126
Figure 89 New Connected App form ....................................................................................................127
Figure 90 Connected App: OAuth Settings ..........................................................................................127
Figure 91 OAuth Settings .....................................................................................................................128
Figure 92 Reset Security Token ...........................................................................................................128
Figure 93 Custom Settings page ..........................................................................................................129
Figure 94 Server Address Setting ........................................................................................................129
Figure 95 Edit Server Address Setting .................................................................................................129
Figure 96 Certificate Management page ..............................................................................................130
Figure 97 Certificate and Key Edit form................................................................................................130
Figure 98 Certificate and Key Detail .....................................................................................................130
Figure 99 Client Certificate page ..........................................................................................................131
Figure 100 Edit Client Certificate ............................................................................................................131
Figure 101 Opportunity Page Layout list ................................................................................................132
Figure 102 Page Layout Assignment .....................................................................................................132
Figure 103 Edit Page Layout Assignment ..............................................................................................133
Figure 104 Edit Opportunity Page Layout ..............................................................................................133
Figure 105 Opportunity Page Layout: Buttons .......................................................................................134
Figure 106 Opportunity Page Layout: Related Lists ...............................................................................134

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

1 Introduction
1.1 About This Guide
This guide is intended to assist administrators with installing or upgrading the Selectica Contract Lifecycle
Management (CLM) system, either as a stand-alone application, or integrated with Selectica Guided
Selling (GS) CPQ software and Selectica Playbook . It details the installation process and the various
installation-specific configurations.
The typical production system for CLM is set up to run with a web server (i.e., Apache), an application server
(i.e., WebLogic) and a relational database (i.e., Oracle) with a customized schema.

QUICK START INSTRUCTIONS

For Selectica CLM stand-alone installation, continue with the guide from this point. The actual installation
steps are found in Chapter 3.
See Chapter 11 if you are planning to install Selectica CLM integrated with Selectica Guided Selling.
See section 11.4: Guided Selling (GS) Installation if you are installing the Selectica GS back-end server
only.
See section 11.5: Selectica Playbook Installation if you are installing the Selectica Playbook application only.
See Appendix A: Selectica Guided Selling for Salesforce 2.0 Installation & Configuration for instructions on
installing and configuring the Guided Selling SFDC package for Salesforce.com.

1.2 System Requirements

The following table lists required software versions. For additional information on system requirements,
refer to the Selectica Contract Lifecycle Management Certified Platform Matrix for the appropriate release
being installed.

Requirement Description, Version

Red Hat Linux Enterprise 5 or 6

Operating System
Windows Server 2008R2

Oracle 11g

Database
MSSQL SQL 2005 or 2008 or 2008 R2

WebLogic 11qR1 (10.3.5)

Application Server

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Tomcat 6.0

IIS 7.0

Web Server (Optional)

Apache 6.0

Java Java Platform (JDK) 7u5

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

2 Selectica CLM Installation

2.1 Installer Overview
The Selectica Installer is a client/server solution consisting of two parts:

 the Selectica Installer Server

 the Selectica Installer Launcher

The client part (Selectica Installer) can be considered an entire solution, because it is most visible to a user
and also functions in disconnected (offline) mode. Individual Product installations are developed and
presented as plug-ins. For instance, one plug-in, “Selectica CLM Installation”, is available. This allows the
user to interactively install and configure the Selectica CLM application in an easy and convenient way. This
document highlights the following topics:

 Selectica Installer Modes and Supported Platforms

 Selectica Installer Workflow

 Obtaining Selectica Installer

 Graphical Mode

 Console Mode

 Silent Console Mode

 Starting, Stopping, and Removing Selectica CLM

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2.2 Installer Modes and Supported platforms

The following figure summarizes the Selectica Installer modes and supported platforms.

Selectica Installer modes and supported platforms

Product
SelecticaModes
Installer supports three modes of installation:
Graphical Mode
Console Mode
Silent Console Mode

Graphical Mode Console Mode Silent Console Mode

By displaying UI, this mode Console mode allows to install Silent console mode allows
provides user with the most Selectica CLM on the remote user to run installation without
convenient, interactive way to servers and on the platforms interaction by using previously
install and configure with no support for created setup configuration
Selectica CLM. Graphical interface. files.

Selectica Installer runs on Windows and Linux platforms.

© 2010 Selectica, Inc.

All rights reserved.
3

Figure 1 Selectica Installer modes and supported platforms

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2.3 Selectica Installer workflow

The following figure displays the Selectica installer workflow.

Selectica Installer workflow

Start Selectica Installer

Online mode – requires

Offline mode - available if
authentication on Selectica
at least one product
Installer Server where
OR build was
available for current user
previously downloaded in
product builds are
online mode
residing

Select build (multiple selection

Select build
available for download)

Download for Offline mode OR Start Installation

© 2010 Selectica, Inc.

All rights reserved.
4

Figure 2 Selectica Installer workflow

2.4 Obtaining Selectica Installer

The Selectica Installer can be downloaded from the following location:
https://downloads.selectica.com

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Figure 3 downloads.selectica.com

The following supplementary components are also available:

 Oracle Database creation scripts including DBA notes.

 MSSQL server database schema creation scripts, including DBA notes.

 Selectica Add-On Modules zip file, including PDFToWord, WordToPDF & SCLMFaxModule.

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

3 CLM Stand-alone Installation

This chapter provides instructions for installing the Selectica CLM 6.0 repository. For instructions and help
with configuring Selectica CLM 6.0 integrated with Selectica Guided Selling, please refer to Chapter 11:
CLM/GS Integration Installation.

3.1 Database Creation

If you plan to use a lightweight database (for development or demos only) then this step is not required.
Provide the appropriate database (Oracle or MSSQL) creation scripts downloaded from supplementary
downloads to DBA. This includes the readme file referred to by DBA.

Note: If you have Selectica Professional Services resources working on a

custom install, ask for the Database Creation Checklist.

3.1.1 ORACLE

 The instance should be set up using the “General Purpose” standard template available in installer.

 DBA login is required for setting up Selectica Application Database User and tablespaces.

 The script will create 3 tablespaces (300MB each) and data01 tablespace will be assigned as the

default tablespace.

 This Database User will be used to setup the rest of the schema. Refer to readme.txt for details.

3.1.2 MSSQL

 Database should be set up using default collation.

 Instance should support SQLServer authentication mode.

 DBA login is required for creating the Selectica Application Database and User.

 Selectica Login should be assigned as db_owner for the database.

 Selectica Login should be assigned to Selectica database as default.

3.1.3 GRAPHICAL MODE INSTALLATION STEPS

To install Selectica CLM using the GUI installer:

1. Open your browser to https://downloads.selectica.com/
2. Click the appropriate link to download the Selectica Installer for Windows or for Linux. When prompted
by the web browser, click Run.

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Figure 4 Graphical Mode: Selectica Installer download screen

3. Select the target directory where the Selectica Installer will be installed. Specify this location as
Drive:\SelecticaInstallerPath on Windows or /home/user/Selectica on Linux.

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Figure 5 Graphical Mode: select target directory screen

4. In the Windows version, after extraction is complete, the Installer application automatically. To start at
any other time, navigate to the file location (Drive:\SelecticaInstallerPath\selectica.exe) and execute
the application.

Figure 6 Graphical Mode: Selectica Installer login screen

5. The Installer application will prompt you to enter the username and password for your company’s
account on Selectica downloads. If you do not have an account set up, contact Selectica Support at
[email protected].

Note: Click “Offline” if you are using an installation CD. Do not enter login
information.

6. Click Login. The Installer will advance to the Welcome screen that lists all products available for install.
7. Select the Selectica CLM version. Choose the appropriate product and version available from the drop-
down list and click Install.

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Figure 7 Graphical Mode: Choose Product and Version to download

Note: Click Options to display the Options screen. The option “Install Server
Properties” allows you to specify a mirror server and credentials for download.
Under the option “Download Products for Offline Mode”, select the desired
products and click Download. Restart the application and click Offline on the
Login screen to locally install saved products without connecting to the Selectica
Installer Server.

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Figure 8 Graphical Mode: Options screen

8. Upon clicking Install, the Selectica CLM Installation will start. Click Next on the following screen to
continue.

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Figure 9 Graphical Mode: Welcome screen

9. Select the target directory for Selectica CLM installation. For the purposes of this guide, this location will
be referred as Drive:\SelecticaCLMPath. Click Next.

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Figure 10 Graphical Mode: Selectica CLM installation path screen

10. The “Configure Selectica CLM Installer” screen is displayed, providing you with a number of choices to
configure the installation:

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 Selectica Contract Lifecycle Management Installation and Upgrade Guide

Figure 11 Graphical Mode: Configure Selectica CLM Installer screen

 Select Record installation steps for future use if you want to record the installation steps.
This will not install the CLM application. All subsequent steps are recorded into the setup
configuration file.
 Select Standard Installation to install the default “out of the box” CLM configuration and all
required packages including JDK, and Tomcat as application server.
 Select Advanced Installation if you want to choose what packages to install and/or configure
some of the CLM properties.
Note: When using an MSSQL database, Advanced Installation must
be selected.
11. Standard Installation Only. Click Next. The following screen assumes you will be using an Oracle
database (if you are using MSSQL, you must choose Advanced Installation in the previous step). Enter
an Oracle DB Server URL and credentials to automatically create a DB schema.

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Figure 12 Standard Installation Oracle Settings

12. Click Next to proceed with the installation.

Note: The following steps assume that you have chosen the Advanced Installation. If you have
instead chosen the Standard Installation, skip to Step 24 below.

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Figure 13 Graphical Mode: Packages selection screen

13. The Package Selection screen is displayed. The list of packages to be selected may vary depending
on the product and version selected. Depending on the selection, the application may display additional
screens (for example, if JDK is not selected, a later screen will require you to specify the path to your
JDK software).
14. Select the desired package configuration and Click Next to proceed.

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Figure 14 Graphical Mode: Select BO Templates screen

15. The Select BO Templates screen is displayed. Select “Pre-Configured Solution BO Templates,” or
leave unchecked if you will be using custom BO’s.

If you select the Pre-Configured Solution template package, you can further customize the installation

by selecting specific contract types, as shown in Figure 15 below.

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Figure 15 Graphical Mode: Select Pre-Configured Solution contracts screen

16. When you have finished selecting the templates you want to install, click Next to continue.

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Figure 16 Graphical Mode: Selectica CLM Settings screen

17. The Selectica CLM Settings screen displays a set of commonly used properties for quick
configuration:

 Server display name—this property allows you to change the web browser window title while

connected to and running Selectica CLM.

 Server Port and Shutdown Tomcat port—these properties allow the user to install and

simultaneously run multiple Selectica CLM instances by providing different port values for each

installation.

 Enable AJP port—enable this property if you are planning to have a Front-end Web Server serve

as a gateway to this application.

 Enable GS integration—this property is intended only for an installation of CLM in an integrated

environment with Selectica Guided Selling (GS). For information on that install process, please

refer to Chapter 11: CLM/GS Integration Installation.

 The rest of the properties are self-explanatory, even with minimal background knowledge of

Selectica CLM.

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Note: Defaults are generally recommended on this screen

18. Click Next to continue.

Figure 17 Graphical Mode: Database Selection screen

19. Provide information about the database that Selectica CLM will use. Available options are MS SQL
Server and Oracle database.
Note: If you have not already created a database, then check “Create Oracle DB schema.” Specify a
username and password for the newly-created database. In this case the database will be created
automatically. User should have privileges to create database and table.
20. Specify connection properties, including a DB server URL, username and password for your database.

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Figure 18 Graphical Mode: DB Schema Creation

21. Click Next when you are finished specifying DB properties.

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Figure 19 Graphical Mode: Download and Installation Progress screen

22. The Installation Progress screen appears. When the installation is finished, click Next.

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Figure 20 Graphical Mode: Properties settings screen

23. Following installation, the CLM Properties Settings screen will be displayed. This screen provides the
advanced user with the ability to configure a larger list of Selectica CLM properties. A selected property
can be changed by editing the value in the lower panel and clicking Apply Change. All changes can be
reset to their initial values by clicking Cancel all changes. For more information on Selectica CLM
Properties, please consult the CLM Properties File Guide.
24. Click Next to complete the installation.

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Figure 21 Graphical Mode: Choose Product and Version to download

25. The Welcome screen will be displayed once again. Select a different CLM version for another
installation or click Cancel to exit the Selectica Installer.

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3.1.4 CONSOLE MODE INSTALLATION

To start the console mode version of Selectica Installer for Linux, execute the command selectica_c.exe.

Figure 22 Console Mode: selectica_c.exe

Console Mode has a similar appearance in both the Windows and Linux versions of the Selectica Installer,
and function using the same commands.

Figure 23 Console Mode: command screen

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All steps described above for Graphical Mode are also available in Console Mode with two exceptions:
recording installation steps and editing the extended list of Selectica CLM properties. You can interact with
application by entering the number or letter associated with one of the listed menu options.

3.1.5 LAUNCHING CLM SERVICE

To start Selectica CLM, execute Drive:\SelecticaCLMPath\CLM\config\bin\startSCLM.bat.

3.1.6 UNINSTALLING

Please make sure Selectica CLM is not running before attempting any uninstall procedure.
Selectica CLM can be safely uninstalled by deleting the folder: Drive:\SelecticaCLMPath.
Alternatively, you can find the uninstaller application by navigating to Drive:\SelecticaCLMPath
\Uninstaller\uninstaller. This can be used to safely uninstall Selectica CLM.
Then you should drop the DB schema. To start this utility, run dropDBschema.bat (dropDBschema.sh in
Linux). You can find it in the following folder: Drive:\ INSTALL_PATH\CLM\uninstall. It will check the
Oracle connection and offer a prompt to delete the database and user.

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4 Advanced setup and configuration

4.1 Setting up Tomcat Windows Service
1. Install Tomcat service by running the following command at the DOS prompt: (For Windows Server
2008, run command prompt in Administrator mode by right-clicking on the “Command Prompt” icon)

cd C:\Selectica\CLM\pkgs\tomcat-apache\bin

service.bat install svcselectica

svcselectica is a windows service identifier (do not use special characters or spaces)
2. Copy/replace C:\Selectica\CLM\pkgs\tomcat-apache\bin\tomcat6.exe and the dll file with the files
from C:\Selectica\CLM\pkgs\tomcat-apache\bin\x64 folder
3. Copy C:\Selectica\CLM\pkgs\tomcat-apache\bin\tomcat6w.exe to C:\Selectica\CLM\pkgs\tomcat-
apache\bin\svcselecticaw.exe.
4. Run svcselecticaw.exe to launch the Tomcat service manager.

Figure 24 Tomcat service manager

5. Select or add the following properties:

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 General tab  Startup Type = Automatic

 Logging tab Level = Warning
 Logging tab  Log Path = C:\Selectica\CLM\config\logs
 Logging tab  Redirect Stdout = auto
 Logging tab  Redirect Stderror = auto
 Java tab  Use Default = uncheck
 Java tab  Java Virtual Machine = C:\Selectica\CLM\config\pkgs\jdk-sun-
64\jre\bin\server\jvm.dll
 Java tab  Java Options. Choose the following:
o Djava.util.logging.manager = org.apache.juli.ClassLoaderLogManager
o Djava.util.logging.config.file = C:\Selectica\CLM\pkgs\tomcat-
apache\conf\logging.properties
o Dcatalina.base = C:\Selectica\CLM\config
o Dcatalina.home = C:\Selectica\CLM\pkgs\tomcat-apache
o Djava.endorsed.dirs = C:\Selectica\CLM\pkgs\sclm\WEB-INF\lib\endorsed
o Djava.io.tmpdir = C:\Selectica\CLM\config\tomcat_temp
o Dlog4j.configuration = file:C:\Selectica\CLM\config\conf\log4j.xml
o Ddetermine.config.filepath = C:\Selectica\CLM\config\conf\sclm.properties
o Dvmname = selectica
o verbose:gc
o XX:MaxPermSize = 256m
Java tab  Maximum Memory Pool = 4096
Java tab  Thread Stack Size = 256

Tip: When using Copy/Paste, do it in Notepad before doing it in the Tomcat

manager window to make sure there is no formatting corruption or additional
blank spaces at the end of settings.

6. Click Apply.
7. Using the Windows Control Panel, configure Windows service to run under Windows domain account
excluded from password policies (service account) and startup automatically.

4.2 Settings for Front-end Web Server

If you plan to use a Front-end Web Server (Apache HTTP/Microsoft IIS), follow the appropriate
documentation to do a standard install and configure it with JK connector. In addition, the following
configuration is required:

1. Document Root: should contain all files from C:\Selectica\CLM\pkgs\sclm folder except WEB-INF
folder.
2. For Apache HTTP, add “LimitRequestFieldsize 65553” in the virtual host configuration.

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3. In the tomcat.workers file, which specifies your JK connector configuration, add the following:
worker.<worker_name>.max_packet_size=65536
4. In the CLM install server.xml, (located at C:\Selectica\CLM\config\conf) modify the connector tag
with the following (including the appropriate port number):
<Connector port="21105" enableLookups="false" protocol="AJP/1.3" packetSize="65536" debug="0" />

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5 Advanced Application Workspace

Settings
5.1 Database Connection Configuration
Database connection should be configured through the application server (Weblogic/tomcat) configuration.

5.1.1 FOR WEBLOGIC

A JDBC resource named “seldb” and JNDI named “seldb” need to be created. Refer to the weblogic
documentation to create the JDBC datasource.
For Oracle, use the Oracle Thin driver (Type 4 non XA).
For MSSQL, use the BEA driver for MSSQL (Type 4 non XA).

5.2 Application Property Configuration

The Properties file is a standard Java properties file which denotes the default configuration
(:/SCPM/clients/client/conf/client_properties). This must be customized to match the setup.
For further details on the complete list of Properties, refer to the Selectica CLM Properties File 6.0
document which details the default Properties and values with descriptive notes.

5.2.1 COMMONLY CONFIGURED PROPERTIES

The following lists contain and/or describe properties that must be customized.

5.2.1.1 DATABASE PROPERTIES

The following Database properties must be customized:

 dbSpecificsClass
 dbDriver
 dbLogin
 dbPassword
 dbServer
 Email Reminders and Alerts
 reminderProductionBuild
 noEmail
 STAGING_ENVIRONMENT
 EXCEPTION_EMAIL
 FROM_EMAIL

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 WATCHDOG
 CUSTOMERSERVICE
 QA_SCH EDULER_ADM I N_ENABLED
 CUSTOMERSERVICE_EMAIL
 SMTPServerName
 SMTPNeedsAuthentication
 SMTPPort

5.2.1.2 THEME SETUP PROPERTIES USED BY DYNAMIC GUI

The following Theme Setup Properties must be customized to reflect properly in the Selectica CLM UI:

 HOST_CS_PHONE=(XXX) XXX-XXXX
 HOST_JVM = client
 theme.client.name = client
 theme.client.vm = client
 theme.client.serverId = 20-XXXXXXXXXX
 theme.client.directory = client
 theme.client.ipAddres s = XXX.XXX.XXX.XXX
 theme.client.serverName = client.domain.com
 theme.client.protocol = https
 theme.client.port = 443
 theme.client.displayName = client
 theme.client.isPrivateLabel = false
 theme.client.extraHeaderLinks =
o Some External Doc or
Link@@/privateLabels/selectica/otherresources/ExternalSample1.pdf,
o Another ex Doc or Link@@/privateLabels/selectica/otherresources/ExternalSample2.pdf
o They do not exist@@/privateLabels/selectica/otherresources/ExternalSample3.pdf
o Add them@@/privateLabels/selectica/otherresources/ExternalSample4.pdf
o dashboard.getting.started@@/help/GettingStarted.pdf
o dashboard.managing.contracts@@/help/CreatingAndManagingContracts.pdf
 theme.client.internalHeaderLinks =
o renderer.company@@Account/Organization/Company/
o account.myProfile@@Account/MyProfile/
o account.accountSettings@@Account/Settings/
o renderer.groups@@Account/Organization/Groups/
o renderer.roles@@Account/Organization/Roles/
o renderer.users@@Account/Organization/Users/
 theme.client.theme = blue

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 theme.client.heavyPages =
o dashboard/inboxFlowLayout/
o Account/Organization/Users/
 LICENSE_FILE_PATH=D:\Selectica\SCM/clients/client/conf/selecticaCPM.license

5.2.1.3 AUTO LOGIN SETUP PROPERTIES

Auto login is controlled by the following flags in the Selectica Properties file:

 #Remember Me Related
 REMEMBER_ME_ENABLED = TRUE
If REMEMBER_ME_ENABLED is set to false, then the auto login check box will not be shown
to the user.

 REMEMBER_ME_FOR_DAYS = 90
REMEMBER_ME_FOR_DAYS is used to determine how long the user will be allowed to
access his account without re-entering his password.
There are no user-specific permissions. It is controlled at JVM level.

5.2.1.4 SEARCH PROPERTIES

The following are the different configuration and tuning parameters related to search:

 INDEX_CREATION
Default value = FALSE. When set to TRUE, the whole contract-index is rebuilt on server startup.

 CONTRACT_SEARCH_ENABLED
Default value = TRUE. When set to FALSE, search will not be performed on contracts.

 SEARCH_FRAGMENT_LENGTH
Default value = 20. This indicates the maximum length in characters of each snippet/context.

 SEARCH_FRAGMENTS_COUNT
Default value = 5. This indicates the maximum number of snippets (fragments including the search
term) shown to the user

5.3 Other Notes

The Application and Database servers need to be on the same subnet.
The Fax server is set up on a separate Windows box. Refer to Installing the FAX Module later in this guide.

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6 Post-Installation Troubleshooting
This chapter includes suggestions for troubleshooting installation or configuration issues.

6.1 Console Logs

During application startup, monitor the console for signs of error. If your server is configured to send logs into
a file, tail the file instead.

6.2 Selectica CLM Logs

The log level can be controlled by changing the configuration of log4j.xml.
Java Memory Specification

SYMPTOM

Exception:
java.lang.OutOfMemoryError: PermGen space
[23 Jan 2007 14:38:43,788] [[ACTIVE] ExecuteThread: '1' for queue: 'weblogic.kernel.Default (self-tuning)'] WARN
[ExceptionCatcherFilter] Caught throwable in ExceptionCatcher: Exception occuured while processing
'/scm/SCMEAR/SCM.ear/SCM.war/ a_home.jsp'
[23 Jan 2007 14:38:43,788][[email protected]][wildcat] WARN [ExceptionCatcherFilter] Caught throwable in
ExceptionCatcher: Exception occuured while processing '/scm/SCMEAR/SCM.ear/SCM.war/ a_home.jsp'
java.lang.OutOfMemoryError: PermGen space
Resolution:

Add “XX:MaxPermSize = 256m” to the Java options from the Admin console.
Host name resolution

SYMPTOM:

Server fails at startup with the error message:

<Critical> <WebLogicServer> <BEA-000386> <Server> subsystem failed
Reason:
java.lang.AssertionError:
Could not obtain the localhost address.
The most likely cause is an error in the network configuration of the machine.

java.lang.AssertionError: Could not obtain the localhost address.

The most likely cause is an error in the network configuration of this machine.
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at weblogic.server.channels.AddressUtils$AddressMaker.getLocalHost(Addre ssUtils.java:36)
at weblogic.server.channels.AddressUtil s$AddressMaker.<clinit> (Add ressUt ils.java:31)
at weblogic.server.channels.AddressUtils.getIPAny(AddressUtils.java:91)
at weblogic.protocol.configuration.ChannelHelper.checkConsistency(Channe l He l pe r.java: 5 8)
at weblogic.server.channels.ChannelService.start(ChannelService.java:189
Truncated. see log file for complete stacktrace
java.net.UnknownHostException: unknown: unknown
at java.net.InetAddress.getLocalHost(InetAddress.java:1308) etc...

Cause - For new servers, make sure the host name of the server can be resolved properly. To verify this,
you can try ‘uname –a’ and verify that the server name is returned.
One other common cause is an improperly configured /etc/hosts file.

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7 Installing Selectica CLM Reporting

Warehouse
Selectica’s Contract Lifecycle Management (CLM) application provides a utility to enable the
generation of an external reporting analytics schema based on the Business Object (BO) definitions
stored in the configured XML files. This normalized relational schema can be utilized in an
external data warehouse or with 3rd-party analytics or reporting tools. This chapter provides
the procedure for installing the XML2SQL utility.

7.1 Installation
1. Launch the Selectica CLM installer in Online or Offline mode as explained in Chapter 2 to reach the
Welcome screen.

Figure 25 Selectica CLM Installer Welcome screen

2. Click on Selectica CLM Reporting Warehouse.

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3. From the drop-down list, select a version and click Install.

Figure 26 Reporting Warehouse Product Welcome Screen

4. Click Next.

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Figure 27 Reporting Warehouse Installation Path screen

5. Select the install path or choose default (C:\Selectica\Analytics) and click Next.
6. The Installer will display a progress bar. When the installation is complete, click Next, then Finish.

All relevant files will be available in the folder designated by the installation path (as shown in Figure
25).
The Reporting Warehouse tool is used from a command-line prompt, using Java already installed as a part
of CLM. In case it is not installed, JDK version 1.6 can be downloaded and installed from the Oracle website
at this location: http://www.oracle.com/technetwork/java/javase/downloads/index.html
Instructions to run the tool can be found in the file XMLtoSQLUtility.pdf, located in same folder as the
install.

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8 Upgrading Selectica CLM

This chapter is intended for Advanced Users who have decided to upgrade Selectica Contract Lifecycle
Management from a previous release.

Note: Release 6.x is a major release with core structural changes. Therefore, it is
recommended to involve a Selectica Professional resource to perform the
upgrade.

8.1 Upgrading from Release 4.x to Release 6.0

When upgrading, do not install the new release using the Installer before these steps are completed.
To upgrade:
1. Stop the App Server (Tomcat/Weblogic) that is running Rel4.x.
2. Make a backup of the client’s configuration files (e.g. CLM\config\ folder).
3. Make a backup of the DB (e.g. using the Oracle Export utility to export the DB schema/user for the VM).
4. Starting Rel6.x multi-tenancy support is removed completely because only one company profile can
remain active. To migrate to Rel6.x all, company profiles should be deactivated and deleted.
a. Start the App Server (Tomcat/Weblogic) that is running Rel4.x.
b. Login as “localadmin” and navigate to the Upload/Refresh Account Definitions link.
c. From the select company/account drop-down list, note the unique IDs for each account.
d. Navigate to the company lists under Accounts  Customers  Active.
e. Keep one main account/company which is actively in use. Deactivate and delete all other
Accounts/Companies (consult a Selectica technical expert if there are data or users that need to be
migrated to the main/active account).
f. Delete the custom configuration templates folders for each of deleted accounts/companies (e.g.
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100)
5. Stop the App Server (Tomcat/Weblogic) that is running Rel4.x.
6. Rename the existing sclm release package (ear/war) in the release folder such as
CLM\pkgs\sclm.bak or CLM\pkgs\sclm\selectica-clm.ear.bak.

7. Perform Database migration (DBA activity):

a. Login to the Selectica database schema using a database tool, such as Oracle SQLPLUS or
SQLSERVER management studio.
b. Run the database migration scripts available within supplementary downloads at
https://downloads.selectica.com.

Check for the following files applicable to your migration:

i. migration-44to5-oracle.sql or migration-44to5-mssql.sql

ii. migration44-501-oracle-bundleCategoryFix.sql

iii. migrationRel5.1ToRel5.2.sql for Oracle or MSSQL

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iv. migrationRel5.2ToRel5.3.sql for Oracle or MSSQL

v. migrationRel5.3ToRel5.4.sql for Oracle or MSSQL

vi. migrationRel5.4ToRel6.0.sql for Oracle or MSSQL

8. Install the new Release 6.0, using the new Installer described in Chapter 2. Perform the Advanced
Installation.
9. Do not recreate the database (skip the steps involving database creation). Instead, use the
database from step 7 above.
10. Copy the contents of the appSupport folder from the old version workspace to the new installed
workspace as follows:
a. Copy the main account folder (only one folder supported in rel6.x ) from:
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100 to
C:\Selectica\CLM\config\appSupport\metadatadefsupport\1100
b. Copy the contents of the reportsupport folder from:
D:\Selectica\CLM\config\appSupport\reportsupport to
C:\Selectica\CLM\config\appSupport\reportSupport
c. Copy the contents from rulessupport as described in the previous step, if it exists in your
implementation.
11. Copy privateLabel files to the release package (WAR) folder location, using the files available from
the last update (e.g. Selectica\CLM\pkgs\sclm\privateLabels).
12. Copy all custom jars you created for the previous release into \config\custom-jar (e.g. SSO Jar,
custom.jar).
13. Copy any custom class files that you have deployed during implementation of the previous release
into \WEB-INF\classes such as keystores, or language properties (.class files received as a patch
for earlier releases should not be placed back in the new release).
14. Account level XML migration:
a. Delete all XML from
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100\t_.... that are
related to 4.x and weren’t modified.
b. Account-specific XML BO configuration files located in timestamp folders (e.g.
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100\t_....) must be
modified to match the master XML files of Rel6.0, which are located at
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates. Every BO and Data
file needs to be merged and updated within the master XML templates folder. Get help from
Selectica Professional Services for this process, and refer to the Selectica CLM 6.0 Release
Notes document.
c. Merge NavigationBundleSummary.xml (also located in the timestamp folder) with the file
available in the templates folder, as above.
15. The INDEX_CREATION flag in the Properties file should be set to “TRUE” at least once to perform
contracts and attachments re-indexing. Verify from logs that indexing has completed, as it can be turned
off at next restart of the App Server. This flag allow search re-indexing to occur for all Contract
documents at server startup (see the Selectica CLM Properties File 6.0 document for details).
16. If there is a Front-end Web Server, do the following:
a. Copy the contents of \Selectica\CLM\pkgs\sclm\ into the Web Server’s document root folder
after moving existing contents to a backup folder.

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b. Refer to your Web Server-specific documentation to set Web Server configuration to allow
large request header field size (Apache: LimitRequestFieldsize=65563 or IIS:
maxAllowedContentLength default is large enough).
17. Refer to the Selectica CLM 6.0 Release Notes document for new release and release-specific
upgrade notes. Also get them reviewed by persons having knowledge of your implementation
design for any further specific steps to be performed.
18. Start the App Server and confirm that there are no startup errors on the console logs.
19. Suggest users clear their browser cache, cookies and delete all temporary files.
20. Go to http://server:port/version.html to verify the version number.

8.2 Upgrading from Release 5.4 to Release 6.0

When upgrading, do not install the new release using the Installer before these steps are completed.
To upgrade:
1. Stop the App Server (Tomcat/Weblogic) that is running Rel5.4.
2. Make a backup of the configuration files (e.g. CLM\config\ folder).
3. Make a backup of the DB (e.g. using the Oracle Export utility to export the DB schema/user for the VM).
4. Starting Rel6.0 multi-tenancy support is removed completely because only one company profile can
remain active. To migrate to Rel6.0 all, company profiles should be deactivated and deleted.
a. Start the App Server (Tomcat/Weblogic) that is running Rel5.4.
b. Login as “localadmin” and navigate to the Upload/Refresh Account Definitions link.
c. From the select Company/Account drop-down list, note the unique IDs for each account.
d. Navigate to the company lists under Accounts  Customers  Active.

e. Keep one main account/company which is actively in use. Deactivate and delete all other
accounts/companies (consult a Selectica technical expert if there are data or users that need to be
migrated to the main/active account).
f. Delete the custom configuration templates folders for each of deleted Accounts/Companies (e.g.
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100)

5. Stop the App Server (Tomcat/Weblogic) that is running Rel5.4.

6. Rename the existing sclm release package (ear/war) in the release folder such as
CLM\pkgs\sclm.bak or CLM\pkgs\sclm\selectica-clm.ear.bak.

7. Perform Database migration (DBA activity):

a. Login to the Selectica database schema using a database tool, such as Oracle SQLPLUS or
SQLSERVER management studio.
b. Run the database migration scripts available within supplementary downloads at
https://downloads.selectica.com.
Check for the following file applicable to your migration migrationRel5.4ToRel6.0.sql for Oracle or
MSSQL.
8. Install the new Release 6.0, using the new Installer described in Chapter 2. Perform the Advanced
Installation.

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9. Do not recreate the database (skip the steps involving database creation). Instead, use the
database from step 7 above.
10. Copy the contents of the appSupport folder from the old version workspace to the new installed
workspace as follows:
a. Copy the main account folder (only one folder supported in rel6.0 ) from:
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100 to
C:\Selectica\CLM\config\appSupport\metadatadefsupport\1100
b. Copy the contents of the reportsupport folder from:
D:\Selectica\CLM\config\appSupport\reportsupport to
C:\Selectica\CLM\config\appSupport\reportsupport
c. Copy the contents from rulessupport as described in the previous step, if it exists in your
implementation.
11. Copy privateLabel files to the release package (WAR) folder location, using the files available from
the last update (e.g. Selectica\CLM\pkgs\sclm\privateLabels).
12. Copy all custom jars you created for the previous release into \config\custom-jar (e.g. SSO Jar,
custom.jar).
13. Copy any custom class files that you have deployed during implementation of the previous release
into \WEB-INF\classes such as keystores, or language properties (.class files received as a patch
for earlier releases should not be placed back in the new release).
14. Account level XML migration:
a. Delete all XML from
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100\t_.... that are
related to 5.4 and weren’t modified.
b. Account-specific XML BO configuration files located in timestamp folders (e.g.
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates\1100\t_....) must be
modified to match the master XML files of Rel6.0, which are located at
D:\Selectica\CLM\config\appSupport\metadatadefsupport\templates. Every BO and Data
file needs to be merged and updated within the master XML templates folder. Get help from
Selectica Professional Services for this process, and refer to the Selectica CLM 6.0 Release
Notes document.
c. Merge NavigationBundleSummary.xml (also located in the timestamp folder) with the file
available in the templates folder, as above.
15. The INDEX_CREATION flag in the Properties file should be set to “TRUE” at least once to perform
contracts and attachments re-indexing. Verify from logs that indexing has completed, as it can be turned
off at next restart of the App Server. This flag allow search re-indexing to occur for all Contract
documents at server startup (see the Selectica CLM Properties File 6.0 document for details).
16. If there is a Front-end Web Server, do the following:
a. Copy the contents of \Selectica\CLM\pkgs\sclm\ into the Web Server’s document root folder
after moving existing contents to a backup folder.
b. Refer to your Web Server-specific documentation to set Web Server configuration to allow
large request header field size (Apache: LimitRequestFieldsize=65563 or IIS:
maxAllowedContentLength default is large enough).
17. Refer to the Selectica CLM 6.0 Release Notes document for new release and release-specific
upgrade notes. Also get them reviewed by persons having knowledge of your implementation
design for any further specific steps to be performed.

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18. Start the App Server and confirm that there are no startup errors on the console logs.
19. Suggest users clear their browser cache, cookies and delete all temporary files.
20. Go to http://server:port/version.html to verify the version number.

8.3 Troubleshooting the Upgrade

Use the following tips for troubleshooting the upgrade.

Symptom Solution

Startup fails with xml parsing Check that root-level template XML files in

error metadatadefs\templates folder are current.

Dashboard page contains no Check that account-level template XML files are

data updated correctly (to merge with new datadefs).

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9 LDAP Authentication Setup

This chapter includes configuration instructions for administrators that implement LDAP authentication for
SCM single-sign on.

9.1 Prerequisites
The LDAP database should contain username(s) in the attribute name specified by the
ldapSystemUsernameProperty in your Properties file, and the email address in the attribute name
specified by the ldapSystemEmailProperty property in the Properties file.

Note: The SearchLDAPForMultipleDomainsOrUsername property should be set

to “true” in the following cases:
1. You have multiple domains in LDAP setup.
2. If LDAP ldapSystemUserNameProperty value does not exist in users “dn”
string.

The values for the ldapAdminLogin and ldapAdminPassword properties mentioned in Selectica CLM
Properties File 6.0 document do not need to be specified, provided the LDAP server is configured to allow
anonymous access. If the Admin login and password are required and specified in the properties file, they
will be used to fetch required information about the user from LDAP.
The Selectica system converts user data, such as an email address, to lowercase before storing it internally.
The case of the data in the LDAP system needs to match this.

9.2 Configuration Steps

To perform the configuration:
1. Set the configuration properties. These properties are described in the Single Sign-On Using LDAP
section of the Selectica CLM Properties File 6.0 document.
2. Login to the Application as “localadmin” using the password “localadmin” and create some users.
3. The user loginname should match the ldapSystemUserNameProperty value in LDAP.

4. Email addresses in LDAP should also match the addresses in the Selectica system.
5. If users are already created, populate the values of loginname field

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10 Installing the FAX Module

10.1 Using Biscom FAXCOM

10.1.1 SYSTEM REQUIREMENTS

HARDWARE

Minimum Hardware Configuration:

 CPU 2.6 GHz +

 2 GB of system ram

 60GB of Mirrored/RAID hard disk space.

 CDROM drive

 Brooktrout TruFax 200 two line analogue fax card

 The Dell PowerEdge 1950 1U server meets or exceeds these requirements

 Analog Fax lines connected

SOFTWARE (WINDOWS ONLY)

For Windows installation:

 Windows 2003 Server or 2008 R2 Server

 MS .net 2.0 +

 Microsoft Visual C++ 2005 SP1 Redistributable Package (x86) from

http://www.microsoft.com/downloads/details.aspx?familyid=200b2fd9-ae1a-4a14-984d-

389c36f85647&displaylang=en

 Biscom’s FAXCOM server with AFR module

 Omni Page Pro V17 or Biscom’s OCR Module

10.1.2 SYSTEM INSTALLATION

1. Install the FAXCOM server & Windows Suite using the appropriate Biscom documentation.
2. Install and setup the FAXCOM Queue.
a. Name it “SCLM”.

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b. Install it to a different folder than the Program files (e.g. E:\FaxQ).

c. Set the default delivery target in FAXCOM server configuration as this Queue.
d. Test and Ensure the fax is being delivered to the admin mailbox.
3. Install OmniPage Pro 17 from the manufacturer’s CD with the default settings.
a. Provide your license key during the install.
b. Complete the registration process after install.
c. Launch OmniPage and ensure there are no default pop-ups.
4. Install the Selectica CLM Fax Module, using faxretrieve.exe. This file is available in the
AddOnModules folder of the Selectica package.
a. Choose the Install location (e.g. E:\SCLMFaxModule).
b. Install the Fax Module using the default selections.
5. Copy E:\SCLMFaxModule\faxretrieve.exe to the E:\FaxQ\Biscom\FaxcomQ_sclm\bisfax\util\exe
directory.
6. Create a Biscom AFR rules file (empty) and name it FAXCOMRules.bcr.

7. Edit FAXCOMRules.bcr to add the following content after modifying the location’s specific values and
email addresses:
<?xml version="1.0" encoding="UTF-8"?>

<RuleList Logging="Yes" FileSize="20" OutOfOffice="No">

<Rule Always="No" Description="On Transmission error Email to

[email protected]">

<Criteria>

<Condition Variable="miError" Relation="does not equal" Value="0000" Type="mi"

Description="Error Code does not equal 0000"/>

</Criteria>

<ActionList>

<Action Type="Email" Description="Email to [email protected]"

To="[email protected]" ToType="const" Subject="FaxFailure" SubjectType="const"
Text="Fax Transmission got error&#13;&#10;&#13;&#10;Error Code =
%miError%&#13;&#10;&#13;&#10;" IncludeOriginal="Yes" IncludeData="Yes" Final="No"
RxType="PDF"/>

<Action Type="GoNext" Description="This will not be the final rule evaluated"/>

</ActionList>

</Rule>

<Rule Always="Yes" Description="Extract barcode and create variable barcode">

<Criteria/>

<ActionList>

<Action Type="Barcode" Description="Extract barcode and create variable barcode"

Format="CODE-39" MultiScans="No" Min="" Max="">

<Variable Name="barcode"/>

<Region Top="0" Bottom="11" Left="0" Right="8.5"/>

<Pages Range="All"/>

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</Action>

<Action Type="SplitVariable" Description="Split document when barcode has a value"

VarName="barcode" VarType="var" LeadBlanks="No" IgnoreBlanks="Yes" Split="value"/>

<Action Type="GoNext" Description="This will not be the final rule evaluated"/>

</ActionList>

</Rule>

<Rule Always="No" Description="When barcode is missing Email to

[email protected]">

<Criteria>

<Condition Variable="barcode" Relation="does not have a value" Value="" Type="var"

Description="barcode does not have a value "/>

</Criteria>

<ActionList>

<Action Type="Email" Description="Email to FaxAdmin" To="[email protected]"

ToType="const" Subject="FaxFailure" SubjectType="const" Text="Barcode has no value :
&#13;&#10;&#13;&#10;Barcode = %barcode%" IncludeOriginal="Yes" IncludeData="Yes"
Final="No" RxType="PDF"/>

<Action Type="GoNext" Description="This will not be the final rule evaluated"/>

</ActionList>

</Rule>

<Rule Always="No" Description="Rename fax to %barcode%-%miUID%">

<Criteria>

<Condition Variable="barcode" Relation="has a value" Value="" Type="var"

Description="barcode has a value "/>

<Condition Variable="miError" Relation="equals" Value="0000" Type="mi"

Description="Error Code equals 0000"/>

</Criteria>

<ActionList>

<Action Type="Rename" Description="Rename fax to %barcode%-%miUID%" Name="%barcode%-

%miUID%" ValueType="const"/>

<Action Type="UNC" Description="Move a copy to the

\\localhost\FaxcomQ_sclm\bisfax\mailbox\admin\barcodes network folder"
Name="\\localhost\FaxcomQ_sclm\bisfax\mailbox\admin\barcodes" ValueType="const"
IncludeHeader="No" IncludeFaxData="No" Final="No" RxType="PDF" Text=""
IncludeOriginal="Yes" Ext=""/>

<Action Type="Execute" Description="Execute command faxretrieve.exe "

Executable="faxretrieve.exe" CommandLine="configfile=C:\SCLMFaxModule\fax.cfx --
path=%siHomeDir% --folder=barcodes --basename=%barcode%-%miUID% --barcode=%barcode%"
ValueType="const">

<Variable Name="returncode"/>

<Variable Name="returncode"/>

<Variable Name="returncode"/>

<Variable Name="returncode"/><Variable Name="returncode"/>

</Action>

<Action Type="GoNext" Description="This will not be the final rule evaluated"/>

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</ActionList>

</Rule>

<Rule Always="No" Description="Email to [email protected]">

<Criteria>

<Condition Variable="returncode" Relation="does not equal" Value="0" Type="var"

Description="returncode does not equal 0"/>

</Criteria><ActionList>

<Action Type="Email" Description="Email to [email protected]" To="cpm-

[email protected]" ToType="const" Subject="FaxProcessingFailure"
SubjectType="const" Text="pl. check SCLMFaxModule Logs" IncludeOriginal="No"
IncludeData="Yes" Final="No" RxType="USER"/>

<Action Type="Final" Description="This will be the final rule evaluated"/>

</ActionList>

</Rule>

</RuleList>

8. Place this file into the E:\FaxQ\Biscom\FaxcomQ_sclm\bisfax\mailbox\admin folder.

9. Reboot the server.
10. Mapping Faxes to SCLM server:
a. For each Selectica Application Setup:

i. Assign a 5-digit Server ID in the Selectica properties file under theme.serverID settings
(e.g. theme.selectica.serverID=00-001)

ii. Assign a folder on application server where fax server can drop the incoming faxes (e.g.
E:\Selectica\SCM\ProcessedFax\selectica)

iii. Share this folder (E:\Selectica\SCM\ProcessedFax) so that processes on the Fax Server
can write to it

iv. Specify an inbound fax property setting to folder above (e.g.

inboundFax=E:\Selectica\SCM\ProcessedFax\selectica)

v. Set HOST_FAX=999-999-9999 to your fax line number that is connected to fax server

vi. Set FAX_ENABLED=TRUE

b. Setup SCLM fax module properties(fax.cfx)

i. Edit E:\SCLMFaxmodule\fax.cfx and add the following line:

00-001=\\AppServer\ProcessedFax\selectica

ii. Set “ocromnipage=yes” if you are planning to share OmniPage between the other
Selectica function PDFToWord and this.

iii. If using the Biscom OCR Module, set “ocromnipage=no.”

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10.2 Using RunFax

10.2.1 SYSTEM REQUIREMENTS

HARDWARE

Minimum Hardware Configuration:

 CPU 2 GHz +

 512MB of system ram

 20GB of Mirrored hard disk space.

 CDROM drive

 10/100 Network interface cards

 Brooktrout TruFax 200 two line analogue fax card

 The Dell PowerEdge 750 1U server meets or exceeds these requirements

SOFTWARE (WINDOWS ONLY)

For Windows installation:

 Windows 2000 Server SP4 or 2003 Server

 MS .net 2.0 +

 IIS

 ArcSoft RunFAX 7.4 with Barcode routing add-on

 Omni Page Pro V16

 Selectica Contract Lifecycle Management Software Fax Retriever Module

10.2.2 SYSTEM INSTALLATION

1. Install the Windows 2000/2003 Web server with default settings, including terminal services and IIS.
2. Create an administrative user “DSIADMIN” and log in as that user.
3. Copy the installation CD to the install Drive. For this example we will use the “E:” drive (E:\dsinstall)
4. Install OmniPage Pro 16 from the manufacturer’s CD with the default settings. You will need to provide
your license key during the install. You can cancel the registration process which begins after the
installation completes.
5. Install D:\dsinstall\Runfax5E\runfaxsetup.exe

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a. Choose d:\runfax for the installation directory.

b. Verify that the c:\inetpub\scripts directory exists.
c. Complete the install and reboot the server.
6. Copy fax.cfx to the d:\runfax directory.
7. Copy faxretrieve.exe to the d:\runfax directory.
8. From a browser load d:\runfax\docs.htm and follow the steps in section 2.1 (configuring IIS)

9. From a browser launch http://127.0.0.1/scripts/runfax.exe to begin the runfax setup:

a. Enter the Serial number for runfax.
b. Login as Admin with the password runfax.
c. From the Administration/License tab, enter the barcode serial number.
d. From the Administration/Fax tab, click “detect fax modems”.

i. Select Line1 for Channel 0 and Line 2 for Channel 1

ii. Click Save Fax Modem Assignment.

e. From the Adminstrator/API tab, check the inbound box and enter into the program line:

i. D:\runfax\faxretrieve.exe

ii. Into the line field enter:

--configfile=d:\runfax\fax.cfx
iii. Click Save API Config.
10. If you have a Unix-based Selectica Application Server (using example ID “00-001”)
For each VM on the Unix Application Server:
a. Edit D:\runfax\fax.cfx and add the line

00-001=d:\outbound\00-001
b. Create D:\outbound\00-001 directory
c. Share \00-001 directory as 00-001 with full access to the DSIADMIN user
d. Mount this share on the Application Server using Samba/SMB at the mount point
"/$LENADM/$VMNAME/attachments/inbound"
11. If you have an NT-based Selectica Application Server (using example ID “00-001”)
For each VM on the NT Application Server
a. Mount the network fax folder on the app server as H:\
Example: \\appservermachine\lenadm\macqa\attachments\inbound
b. Edit D:\runfax\fax.cfx and add the line

00-001=H:\

10.3 Setup for PDF to Word Conversion

This section explains the setup required to expose Omnipage’s PDF to Word conversion as a Web Service.

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10.3.1 REQUIRED PRE-INSTALLED SOFTWARE

 Windows Server 2003 or Windows Server 2008.

 MS Office 2000 or higher (MS Word is required).

 OmniPage Pro 16 or 17.

On Server 2008 64-bit edition, before installing OmniPage Pro 16 or 17, download and install

Microsoft Visual C++ 2005 SP1 Redistributable Package (x86) from:

http://www.microsoft.com/downloads/details.aspx?familyid=200b2fd9-ae1a-4a14-984d-

389c36f85647&displaylang=en

10.3.2 WINDOWS SERVER 2003/IIS 6

WEB SERVER AND WEB SERVICE INSTALLATION AND CONFIGURATION:

1. If not yet installed, install IIS 6 using “Add/Remove Windows Components” inside “Add or Remove
Programs.”
2. If not yet installed, download and install MS .Net Framework 2.0 (or higher version) found on Microsoft’s
website. Follow this link to download version 2.0:
http://www.microsoft.com/downloads/details.aspx?FamilyID=0856eacb-4362-4b0d-8edd-
aab15c5e04f5&displaylang=en;
3. If IIS 6 has been installed after .Net Framework, and not before as described above, then run the
command prompt (cmd) and execute:
C:\WINDOWS\MS.NET\Framework\v2.0.50727\aspnet_regiis.exe –i

4. Install the PDF to Word Web Service. The installation program, “sclmPDF2Word.exe”, is on Perforce
under “origination\current-release-
branch\DotNetCode\serverapps\webservices\SCLMPDFToWord\Install” folder.

The PDF to Word Web Service is always installed on the default website and the virtual directory is
always “SCPMPDFToWord”.
5. Configure IIS 6 for PDF to Word Web Service:
a. Run “Computer Management”.
b. Expand “Services and Applications” node;
c. Expand “Internet Information Services” node.
d. Expand “Web Sites” node.

i. Select web site where “SCPMPDFToWord” Web Service has been installed (“Default Web
Site”), right-click, and click “Properties”.

ii. On “Web Site” tab, uncheck checkbox called “Enable HTTP Keep-Alives”.

iii. On “Directory Security” tab click Edit under “Authentication and access control” and make
sure that checkbox “Enable anonymous access” is checked and user name is Internet
Guest Account (IUSR_<machinename>). If checked, uncheck all the checkboxes under
“Authenticated access”.

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iv. On “ASP.NET” tab, make sure that the value “2.0.50727” is selected in the “ASP.NET
version” drop-down.

v. Click OK.
e. Select “Web Service Extensions” node:

i. If not listed, add extension “ASP.NET v2.0.50727”.

ii. Set its status to “Allowed”.

f. Configure IIS 6 to avoid a possible “connection reset” problem, which is caused by IIS 6 default
settings for property called “MinFileBytesPerSec.”
g. Download IIS6 resource kit installation package (iis60rkt.exe file) from:
http://www.microsoft.com/downloads/details.aspx?displaylang=en&familyid=56fc92ee-a71a-4c73-
b628-ade629c89499
h. Run installation and install “Metabase Explorer” tool.
i. Run this tool, open LM/W3SVC node, find “MinFileBytesPerSec” property, change its value from
default 240 to 1 and close the tool.
6. Restart IIS 6:
a. In “Computer Management”, select the “Services” node under the “Services and Applications”
node.
b. On the “Services” panel, scroll down to find “World Wide Web Publishing Service” and restart it.

WINDOWS SERVER 2003 CONFIGURATION

Configure the following required security settings:

1. Add “ASPNET” and “NETWORK SERVICE” local users to the “Administrators” group.
2. Change security settings for access to the Web Service’s data and logs folders as follows:
a. Open Windows Explorer and under the Inetpub\wwwroot folder, open the folder
“SCPMPDFToWord” where the Web Service has been installed;
b. Select the “App_Data” folder, right-click and click “Properties.”
c. Select the “Security” tab, add local “Everyone.”
d. Select it, check the “Full control” check box, and click OK.
e. Repeat steps b-d for the “App_Logs” folder.

10.3.3 WINDOWS SERVER 2008/IIS 7

WEB SERVER AND WEB SERVICE INSTALLATION AND CONFIGURATION

1. If not yet installed, install IIS 7:

a. Run “Server Manager.”
b. On the left panel, select the “Roles” node, and on the right panel click “Add Roles.”
c. Select “Server Roles” and select the checkbox “Web Server (IIS).”
d. Click Next and finish the wizard.

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2. Configure IIS 7 for the PDF to Word Web Service:

a. Run “Server Manager.”
b. On the left panel, expand the “Roles” node.
c. Select the “Web Server (IIS)” node, right-click, and click “Add Role Services.”
d. On the “Add Role Services” screen:

i. Scroll down to “Application Development”, expand it and select the “ASP.NET” checkbox;

ii. Scroll down to “IIS 6 Management Compatibility” and select this checkbox.

iii. Click Next. If asked, agree with the wizard to install other services required for “ASP.NET”
service.

iv. Finish the wizard.

e. Return to “Server Manager” and expand the “Roles” node again.
f. Expand the “Web Server (IIS)” node.
g. Select the “Internet Information Services (IIS) Manager node”.
h. On the “Connections” panel:

i. Expand the “Computer Name” node.

ii. Select the “Application Pools” node.

iii. On the panel called “Application Pools”, right-click anywhere and click “Add Application
Pool…”

iv. On the “Add Application Pool” screen:

1. In the “Name:” text box, type “Classic ASP.NET”.

2. From “.Net Framework version:” drop-down, select “.Net Framework v2.0.50727”.
3. From “Managed pipeline mode:” drop-down, select “Classic” and make sure that “Start
application pool immediately” checkbox is selected.
4. Click OK.
i. On the “Connections” panel, expand the “Sites” node.
j. Select the web site node where “SCPMPDFToWord” Web Service has been installed (Default Web
Site).
k. On the “Default Web Site Home” panel:

i. In the “IIS” section, double-click the “HTTP Response Headers” icon.

ii. On the “Actions” panel:

1. Click on the “Set Common Headers…” link.

2. On the “Set Common HTTP Response Headers” screen:
a. Uncheck the “Enable HTTP keep-alive checkbox;
b. Click OK.

iii. Click the “Home” icon located above the “Actions” panel.
l. On the “Default Web Site Home” panel:

i. In the “IIS” section, double-click on the “Authentication” icon.

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ii. On the “Authentication” panel, check that the status for “Anonymous Authentication” is
“Enabled.” If it’s not, click the “Enable” link on the “Actions” panel.

iii. Click the “Edit” link on the “Actions” panel and make sure that “IUSR” is selected as
“Specific user.”
3. Install the PDF to Word Web Service. The installation program “sclmPDF2Word.exe” is located in the
Selectica Package under the “AddOnModules” folder. Due to UAC (User Account Control) settings on
Server 2008, it might be necessary to right-click on the installation program and select “Run as
administrator.”
a. The PDF to Word Web Service is always installed on the default website and the virtual directory is
always “SCPMPDFToWord”.

4. Restart IIS 7:
a. Back on the left panel of “Server Manager”, select the “Services” node under the “Configuration”
node.
b. On the “Services” panel, scroll down to find “World Wide Web Publishing Service” and restart it.

WINDOWS SERVER 2008 CONFIGURATION

Configure the following required security settings:

1. Add “NETWORK SERVICE” user to the local “Administrators” group.
2. Change security settings for access to the Web Service’s Data and logs folders:
a. Open Windows Explorer and under the Inetpub\wwwroot folder, open the folder
“SCPMPDFToWord” where the Web Service has been installed.
b. Select the “App_Data” folder, right-click and select “Properties.”
c. Select the “Security” tab, add local “Everyone.”
d. Select it, check the “Full control” check box, and click OK.
e. Repeat steps b-d for the folder called “App_Logs.”

10.3.4 SELECTICA CLM APPLICATION CONFIGURATION SETTINGS:\

1. On the Selectica CLM Application server, set the following properties (depending on your configuration,
in the “defaultProperties” file used by the Selectica CLM Application or in the properties file used by
Tomcat):
a. “IsPDFWordConversionEnabled =true”
b. “PDFWordConversionServerHost =value”, where value is the IP address (or network computer
name) for the “PDF” server. To avoid possible network problems, use the format
“domain/computer”
c. “PDFWordConversionTimeout =900000”
2. If the connection between the Selectica CLM Application server and the “PDF” server involves VPN,
make the following changes in the WEB-INF\conf\axis2.xml file:
a. Find and comment out all entries with following content:
<parameter name=”Transfer-Encoding”>chunked</parameter>

3. Restart the Selectica CLM Application server.

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10.3.5 POSSIBLE PROBLEMS RESOLUTION

If Windows Firewall is turned on, make sure that “Web Server (HTTP)” for Windows Server 2003 or “World
Wide Web Services (HTTP Traffic)” for Windows Server 2008 is allowed there.
For Windows Server 2003:
1. Open “Windows Firewall” settings.
2. Select the “Advanced” tab.
3. Check “Local Area Connection.”
4. Click Settings, and find the corresponding checkbox.
For Windows Server 2008, use help documentation to obtain information on how to perform this operation. If
different firewall software is in use, make sure to find the corresponding settings there.
If the conversion process takes a long period of time with no success, try to perform the following:
Using the Windows Task Manager, check if the msiexec.exe process is running in memory and actively
utilizing CPU resources. If so, end the process.

10.4 “SCPMWordToPDF” Web Service Installation and

Configuration

10.4.1 SYSTEM REQUIREMENTS

 Windows Server 2003 or Windows Server 2008.

 MS Office 2003 or 2007 (MS Word is required).

 BCL Technologies easyPDF SDK 6.2

On the 64-bit edition of Server 2008, the corresponding 64-bit edition of easyPDF SDK 6.x (x64)

must be used.
All required software must be installed prior to the Web Service installation.

10.4.2 WINDOWS SERVER 2003/IIS 6

WEB SERVER AND WEB SERVICE INSTALLATION AND CONFIGURATION

1. If not yet installed, install IIS 6 using “Add/Remove Windows Components” inside “Add or Remove
Programs.”
2. If not yet installed, download and install MS .Net Framework 2.0 (or higher version) found on the
Microsoft website. Follow this link to download version 2.0:
http://www.microsoft.com/downloads/details.aspx?FamilyID=0856eacb-4362-4b0d-8edd-
aab15c5e04f5&displaylang=en
3. If IIS 6 has been installed after .Net Framework, and not before as described above, then run command
prompt (cmd) and execute:
C:\WINDOWS\MS.NET\Framework\v2.0.50727\aspnet_regiis.exe –i

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4. Install the Word to PDF Web Service. The Installation program “sclmWord2PDF.exe” is on Perforce
under the “origination\current-release-
branch\DotNetCode\serverapps\webservices\SCLMWordToPDF\Install” folder.

a. The Word to PDF Web Service is always installed on the default website and the virtual directory is
always “SCPMWordToPdf”.
During installation, the user is asked to enter a license key for BCL Technologies easyPDF SDK. This is
required for the special build of easyPDF SDK 5.1, only where the License Manager is not used to
activate license key. Otherwise, this screen can be skipped. If entering the key is required but was
skipped by mistake, then see section 10.4.5 Possible problems resolution for troubleshooting.
5. Configure IIS 6 for Word to PDF Web Service:
a. Run “Computer Management.”
b. Expand the “Services and Applications” node.
c. Expand the “Internet Information Services” node.

i. Expand the “Web Sites” node.

1. Select the website where the “SCPMWordToPDF” Web Service has been installed
(“Default Web Site”), right-click, and click “Properties”
2. On the “Web Site” tab, uncheck the checkbox called “Enable HTTP Keep-Alives”.
3. On the “Directory Security” tab, click Edit under “Authentication and access control” and
make sure that the checkbox “Enable anonymous access” is checked and the user name
is Internet Guest Account (IUSR_<machinename>). If checked, uncheck all the
checkboxes under “Authenticated access”
4. On the “ASP.NET” tab, make sure that value “2.0.50727” is selected in the “ASP.NET
version” drop-down.
5. Click OK.
ii. Select the “Web Service Extensions” node:

1. If not listed, add the extension “ASP.NET v2.0.50727”

2. Set its status to “Allowed.”
d. Configure IIS 6 to avoid possible “connection reset” problem, which is caused by IIS 6 default
settings for the property “MinFileBytesPerSec”:

i. Download the IIS6 resource kit installation package (iis60rkt.exe file) from
http://www.microsoft.com/downloads/details.aspx?displaylang=en&familyid=56fc92ee-
a71a-4c73-b628-ade629c89499

ii. Run the installation and install the “Metabase Explorer” tool.

iii. Run the “Metabase Explorer” tool.

1. Open the “LM/W3SVC node”

2. Find the “MinFileBytesPerSec” property and change its value from the default “240” to “1”
3. Close the tool.
6. Restart IIS 6:
a. From “Computer Management”, select the “Services” node under the “Services and Applications”
node.
b. On the “Services” panel, scroll down to find “World Wide Web Publishing Service” and restart it.

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WINDOWS SERVER 2003 CONFIGURATION

1. Configure the “BCL easyPDF SDK 5 Loader” (or “BCL easyPDF SDK 6 Loader”) service:
a. On the “Services” panel, scroll up to find this service and double-click on it;
b. On the “General” tab, select “Automatic” from the “Startup type” drop-down and click Start.
c. After the service has started, click OK.
2. Configure the following required security settings:
a. Add “ASPNET” and “NETWORK SERVICE” local users to the “Administrators” group.
b. Change the security settings for access to the Web Service’s data and logs folders:

i. Open Windows Explorer and under the Inetpub\wwwroot folder, open the folder
“SCPMWordToPdf” where the Web Service has been installed.

ii. Select the “App_Data” folder, right-click and click “Properties.”

iii. Select the “Security” tab, add local “Everyone.”

iv. Select it, check the “Full control” check box, and click OK.

v. Repeat steps ii-iv for the “App_Logs” folder.

3. Change security settings for access to “easyPDF SDK 5” (or “easyPDF SDK 6”) printer:
a. Open “Start/Settings/ Printers and Faxes”
b. Select the appropriate “easyPDF” printer, right-click on it and select “Properties”
c. Select the “Security” tab.
d. If not already listed, add “Everyone.”
e. Select “Everyone” and check all checkboxes under the “Allow” label.
f. Click the OK.
4. Configure COM security settings:
a. Open “Start/Administrative Tools/ Component Services”
b. Expand the “Component Services” node.
c. Expand the “Computers” node.
d. Select “My Computer”, right-click and click “Properties”
e. Select the “COM Security” tab and click Edit Default… under “Launch and Activation Permissions.”
f. Verify that at least the following users/groups are listed in the access permissions, or add them if
they are not listed:

i. Administrators

ii. ASP.NET Machine Account (ASPNET)

iii. Internet Guest Account (IUSR_<machinename>)

iv. NETWORK SERVICE

g. For each of user/group, “Allow” checkboxes for “Local Launch” and “Local Activation” permissions
must be checked.
h. Click OK.

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5. Make sure that MS Word’s DCOM “Launching Identity” setting is set to “The launching user”:
a. Expand the “My Computer” node.
b. Expand the “DCOM Config” node.
c. Locate “MS Word Document”, right-click and click “Properties.”
d. Select the “Identity” tab.
e. Select “The launching user” radio button.
f. Click OK.
6. Make sure that the copy of MS Word installed on the server doesn’t contain any pop-up messages. To
check, MS Word needs to be executed at least once before the Word to PDF Web Service is used.
Start MS Word for first time, complete and close the pop-up “User Name” screen and perform the “Hide
the Office Assistance” operation (if displayed).
For MS Word 2003, configure the “Customer Feedback Options” (set to “No”) and also the other service
options as necessary.
Note: It is strongly recommended not to have any third party Add-Ins installed for MS Word in the server
environment as they may affect performance.

10.4.3 WINDOWS SERVER 2008/IIS 7

WEB SERVER AND WEB SERVICE INSTALLATION AND CONFIGURATION

1. If not yet installed, install IIS 7:

a. Run “Server Manager.”
b. On the left panel, select the “Roles” node and on the right panel click “Add Roles.”
c. Select “Server Roles” and click the checkbox “Web Server (IIS).”
d. Click Next to finish the wizard.

2. Configure IIS 7 for Word to PDF Web Service:

a. On the left panel of “Server Manager”, expand the “Roles” node.
b. Select the “Web Server (IIS)” node, right-click, and click “Add Role Services.”
c. On the “Add Role Services” screen:

i. Scroll down to “Application Development”, expand it and check the “ASP.NET” checkbox.

ii. Scroll down to “IIS 6 Management Compatibility” and check this checkbox.

iii. Click Next. If asked, agree with the wizard to install other services required for “ASP.NET”
service.

iv. Finish the wizard.

d. On the left panel of “Server Manager”, expand the “Roles” node.
e. Expand the “Web Server (IIS)” node.
f. Select the “Internet Information Services (IIS) Manager” node.
g. On the “Connections” panel:

i. Expand the “Computer Name” node.

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ii. Select the “Application Pools” node.

iii. On the “Application Pools” panel, right-click anywhere and click “Add Application Pool…”

iv. On the “Add Application Pool” screen:

1. In the “Name:” text box, type Classic ASP.NET.

2. From “.Net Framework version:” drop-down, select .Net Framework v2.0.50727.
3. From “Managed pipeline mode:” drop-down, select Classic and make sure that the “Start
application pool immediately” checkbox is checked.
4. Click OK.
h. On the “Connections” panel, expand the “Sites” node.
i. Select the website node where the “SCPMWordToPdf” Web Service has been installed (Default
Web Site);
j. On the “Default Web Site Home” panel:

i. In the “IIS” section, double-click on the “HTTP Response Headers” icon.

ii. On the “Actions” panel:

1. Click on the “Set Common Headers…” link.

2. On the “Set Common HTTP Response Headers” screen, uncheck the “Enable HTTP
keep-alive checkbox;
3. Click OK.
iii. Click the “Home” icon located above “Actions” panel.
k. On the “Default Web Site Home” panel:

i. In the “IIS” section, double-click on the “Authentication” icon;

ii. On the “Authentication” panel, check that the status for “Anonymous Authentication” is
“Enabled.” If it’s not, click the “Enable” link on the “Actions” panel.

iii. Click the “Edit” link on the “Actions” panel and make sure that “IUSR” is selected as
“Specific user.”
3. Install the Word to PDF Web Service. The Installation program, “sclmWord2PDF.exe”, is on Perforce
under the “origination\current-release-
branch\DotNetCode\serverapps\webservices\SCLMWordToPDF\Install” folder. Due to UAC (User
Account Control) settings on Server 2008, it might be necessary to right-click on the installation program
and click “Run as administrator.”
a. The Word to PDF Web Service is always installed on the default website and the virtual directory is
always “SCPMWordToPdf.”
b. During installation, the user is asked to enter a license key for BCL Technologies easyPDF SDK.
This is only required for a special build of easyPDF SDK 5.1. Because the Windows Server 2008
platform requires easyPDF SDK 6.x, the license key is not required for Web Service installation and
can be skipped. Instead, the “License Manager” for easyPDF SDK is used.
4. Restart IIS 7:
a. On the left panel of “Server Manager”, select the “Services” node under the “Configuration” node;
b. On the “Services” panel, scroll down to find “World Wide Web Publishing Service” and restart it.

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WINDOWS SERVER 2008 CONFIGURATION:

1. Configure the “BCL easyPDF SDK 6 Loader” service:

a. On the “Services” panel, scroll up to find the “BCL easyPDF SDK 6 Loader” service and double-
click on it.
b. On the “General” tab, select “Automatic” from the “Startup type” drop-down and click Start.
c. After service has started, click OK.

2. Configure the following required security settings:

a. Add “NETWORK SERVICE” user to the local “Administrators” group.
b. Change security settings for access to the Web Service’s data and logs folders:

i. Open Windows Explorer and under the Inetpub\wwwroot folder, open the folder
“SCPMWordToPdf” where the Web Service has been installed;

ii. Select the “App_Data” folder, right-click and select “Properties.”

iii. Select the “Security” tab, add local “Everyone.”

iv. Select it, check the “Full control” check box, and click OK.

v. Repeat steps ii-iv for the “App_Logs” folder.

3. Change security settings for access to the “easyPDF SDK 6” printer:
a. Open “Start/ Devices and Printers.”
b. Select the “easyPDF” printer, right-click on it and select “Printer properties.”
c. Select the “Security” tab.
d. If not already listed, add “Everyone.”
e. Select “Everyone” and check all checkboxes under the “Allow” label.
f. Click OK.
4. Configure the COM security settings:
a. Execute Start/Administrative Tools/ Component Services.
b. Expand the “Component Services” node.
c. Expand the “Computers” node.
d. Select “My Computer”, right-click and click “Properties”;
e. Select the “COM Security” tab and click Edit Default… under “Launch and Activation Permissions.”

f. Verify that at least the following users/groups are listed in the access permissions, or add them if
they are not listed:

i. Administrators
ii. SYSTEM
iii. IUSR
iv. IIS_IUSRS
v. NETWORK SERVICE

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g. For each user/group, the “Allow” checkboxes for “Local Launch” and “Local Activation” permissions
must be checked.
h. Click OK.

5. Make sure that the copy of MS Word installed on the server doesn’t contain any pop-up messages. To
check, MS Word needs to be executed at least once before the Word to PDF Web Service is used.
Start MS Word for first time, complete and close the pop-up “User Name” screen and perform the “Hide
the Office Assistance” operation (if displayed).
6. For MS Word 2003, configure the “Customer Feedback Options” (set to “No”) and also the other service
options as necessary.
Note: It is strongly recommended not to have any third party Add-Ins installed for MS Word in the server
environment as they may affect performance.

10.4.4 SELECTICA CLM APPLICATION CONFIGURATION SETTINGS:

1. On the Selectica CLM Application server, set the following properties (depending on your configuration,
in the “defaultProperties” file used by the Selecica CLM Application, or in the properties file used by
Tomcat):
a. “WordPDFEngineEnabled=true”
b. “WordPDFConversionServerHost=value”, where value is the IP address (or network computer
name) for the “PDF” server. To avoid possible network problems, use the format
“domain/computer”
c. “WordPDFConversionTimeout=900000”
2. If connection between the Selecitca CLM Application server and the “PDF” server involves VPN, make
the following changes in WEB-INF\conf\axis2.xml file:
a. Find and comment out all entries with following content:
<parameter name=”Transfer-Encoding”>chunked</parameter>

3. Restart the Selectica CLM Application server.

10.4.5 POSSIBLE PROBLEMS RESOLUTION:

If Windows Firewall is turned on, make sure that “Web Server (HTTP)” for Windows Server 2003 or “World
Wide Web Services (HTTP Traffic)” for Windows Server 2008 is allowed there.
For Windows Server 2003:
1. Open “Windows Firewall” settings.
2. Select the “Advanced” tab.
3. Check “Local Area Connection.”
4. Click Settings and find the corresponding checkbox.
For Windows Server 2008, use help documentation to obtain information on how to perform this operation. If
different firewall software is in use, make sure to find the corresponding settings there.
It is very important to keep required software updated, particularly, on Windows Server 2003. If Microsoft
Office (Word) 2003 has been installed with SP2, then BCL Technologies easyPDF SDK 5.1 will fail to work
(this condition has not been tested for version 6.x but may also exist). To fix this:
1. Update Office 2003 to SP3.
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2. Configure the DCOM “Launching Identity” setting for MS Word as previously described in this document
in the section Windows Server 2003 configuration.
If the conversion process takes a long period of time with no success, try to perform the following:
1. Using the Windows Task Manager, check if the msiexec.exe process is running in memory and actively
utilizing CPU resources. If so, end the process.
2. Using Regedit, check the registry for existence of the
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Word\Addins\EPDF5.Connect (or
EPDF6.Connect) key. If it exists, open it and change value data to 0 for the “LoadBehavior” DWORD
value.
If, as described above in the “Install Word to PDF Web Service” step, a license key is required for a special
build of easyPDF SDK 5.1 but was not provided or was incorrect, then the Web Service will fail while
attempting to convert documents. To check if this problem exists, open the folder “App_Data” located in the
“Inetpub\wwwroot\SCPMWordToPDF” folder and look for an “Error.log” file with an error message
regarding the license key. If the log file contains this message, then perform the following operation (must be
done locally):
1. Open your web browser and navigate to:
http://localhost/SCPMWordToPDF/Services/CPMWordToPDF.asmx?op=SetLicense
2. On the displayed website, provide the license key in the appropriate input box (top of the page) and
click Invoke. The web browser will open another (empty) window. The key will be encrypted and stored
in the registry.
3. Close both windows.

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11 CLM/GS Integration Installation

This chapter is intended for Advanced Users (IT) who have decided to install the Selectica CLM/Guided
Selling integrated environment. This installation requires four separate installations:

 Selectica CLM integrated with Selectica Guided Selling – this is the environment you will use for
Contract Lifecycle Management. It will be integrated with Selectica GS.
 Selectica CLM ITE environment – this is the environment used to set up quote and proposal
approvals and upload quote and proposal document templates for use in GS.
 Selectica Guided Selling – this is the backend server that supports the Salesforce Guided Selling
(SFGS) client.
 Selectica Playbook – this is an administrative and modeling tool for Selectica GS.
Note: LDAP environment should be installed before CLM, ITE and GS. This should be performed by the
Selectica team.

IMPORTANT! Refer to the section Post-Installation Testing & Troubleshooting once you
have finished installing the CLM/GS Integrated Environment for your customer. This includes
steps to test the environment and includes troubleshooting information that can aid you in
resolving any errors or gaps in the installation.

11.1 CLM Installation

Install Selectica CLM using the Advanced Installation. Follow all the steps from Chapter 3 (including DB
creation) with the following differences:
1. In Step 15, select the “CLMGS BO Templates.” Click Next.
2. In Step 17, select the “Enable GS integration” checkbox to specify settings for Guided Selling. Click
Next. The Integration Settings screen is displayed.

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Figure 28 Graphical Mode: CLM/GS Integration Settings

3. Enter all required settings information and click Next.

4. Complete the installation as normal.
5. To start Selectica CLM, execute Drive:\SelecticaCLMPath\CLM\config\bin\startSCLM.bat.
6. Open your browser and navigate to your CLM URL.
7. Log in as localadmin and create a Company (account) and a Primary user. Instructions for this process
can be found in the Selectica CLM Business Object Modeling Guide or the Selectica CLM Technical
Training Guide.
8. Log in to CLM with the created user.

11.2 ITE Installation

Install Selectica ITE using the Advanced Installation. Follow all the steps from Chapter 3 (including DB
creation) with the following differences:
1. In Step 15, select the “ITE BO Templates.” Click Next.
2. In Step 17, you must specify a different port than the port specified in the above section for CLM. (e.g.,
port 8081)
3. In Step 17, select the “Enable GS integration” checkbox to specify settings for Guided Selling. Click
Next. The Integration Settings screen is displayed (see Figure 28).

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4. Enter all required settings information and click Next.

Note: CLM/GS Integration settings for ITE must be identical to the settings entered for CLM in the
previous section.
5. Complete the installation as normal.
6. To start Selectica CLM, execute Drive:\SelecticaITEPath\CLM\config\bin\startSCLM.bat.
7. Open your browser and navigate to your ITE URL.
8. Log in as localadmin and create a Company (account) and a Primary user. Instructions for this process
can be found in the Selectica CLM Business Object Modeling Guide or the Selectica CLM Technical
Training Guide.
9. Log in to ITE with the created user.

11.2.1 CONFIGURING ITE USER PERMISSIONS FOR SELECTICA PLAYBOOK

The first ITE user you create following installation is the ITE Admin User. This user has full access to all
functionality in ITE and can see and interact with all objects, pages and features. This setup is not
recommended, nor ideal for Playbook Admin users who will be using ITE to set up Guided Selling Approvals
and create Quote and Proposal documents. This section provides instructions for configuring appropriate
permissions for ITE users who are accessing the system from Selectica Playbook.

STEP ONE: CREATE PB ADMIN ROLE

To achieve the proper visibility and permission levels for the Playbook Admin user, you need to create a
special role to assign to any ITE user you create for this purpose. You will create the role
“PBComposerTemplates.” This role will grant permissions to the following tabs in ITE:

 Templates
 Clause Library
 Account  Composers  Approvals
 Account  Composers  Dynamic Inclusion
 Account  Composers  Emails
To create the “PBComposerTemplates” role:
1. Log in to ITE as the primary user (see Step 8 of Section 11.2).
2. Follow the tab path Account  Organization  Roles. The Roles page appears, displaying a list of
default roles installed with the system.

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Figure 29 ITE: Roles List

3. Click on the icon in the “Base” role row to create a new user role with base permissions. The Role
Privileges form is displayed.

Figure 30 ITE: Define Role

4. Enter “PBComposerTemplates” into the Role Name field.

5. Under Role Visibility, the “Inherit” radio button should be selected. Leave this selection as is.
6. Specify the following privileges as “Yes,” keeping all other privileges to their default setting (“Inherit
(N)”):

 Account Privileges  Composer: Approvals

 Template  View, Edit/Create, Terminator
 Custom Email  View, Edit, Delete
 Clause  Clause Viewer, Clause Manager, Clause Librarian

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 Dynamic Inclusion  View, Edit, Delete

 Proposal Approval Object  View
 Quote Approval Object  View
The following figure is a visual representation of these privilege selections in ITE:

Figure 31 PBComposerTemplates Role Privileges

7. Click OK to save the new role.

STEP TWO: MODIFY TAB VIEW

When you grant users permission to view Proposal and Quote objects, it will by default make the “Contracts”
tab visible. The Contracts tab contains Proposal and Quote objects that have been created as a result of
activity in the end-user Guided Selling application. ITE users should neither be able to view nor modify these
objects (especially quotes). In order to prevent this, you need to remove the Contracts tab from interface
navigation.
Navigation Composer: Remove Contracts Tab View
Use the Navigation Composer to remove the “Contracts” tab from the ITE interface. You will be able to
revert this change quickly and easily, if needed (most ITE administrators will not need access to this tab
anyway).

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To remove the Contracts tab using the Navigation Composer, perform the following steps:
1. Log in to ITE and follow the tab path Account  Composers  Navigation. The Navigation
Composer interface is displayed.

Figure 32 Navigation Composer Workspace

2. Under “Workspace,” click on the icon next to the Contracts tab. The tab is removed from the
Workspace view and the Recycle Bin pane on the left-hand side of the screen displays the action you
have taken.
3. Under “Server Actions,” click Save. Your changes to the tab structure are changed to the server.
Playbook admin users with the “PBComposerTemplates” role will have access to Quote and Proposal
objects but will no longer be able to interact with the Contracts tab. The new view for this role should
look like the following figure:

Figure 33 Playbook Admin Tab View in ITE

Navigation File: Revert Changes

In the event that you need to restore the original tab view in ITE, perform the following steps to revert the
Navigation file to its original state:
1. Locate the NavigationBundleSummary.xml file in your custom definitions directory. Follow this path to
locate the file:
Drive:\ITEInstallPath\CLM\config/appsupport/metadatadefsupport\templates\Custom. Open the
latest timestamp directory (e.g. t_1234567890123). The Navigation file is contained in this directory and
should be appended with a timestamp as well (e.g. NavigationBundleSummary1373398359472.xml).
2. Delete the Navigation file.
3. If ITE is currently running, stop the server.
4. Start the ITE server. When you log in, the Contracts tab will be visible.

11.3 Console Mode Installation (CLM or ITE)

To start the console mode version of Selectica Installer for Linux, execute the command selectica_c.exe.
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Figure 34 Console Mode: selectica_c.exe

Console Mode has a similar appearance in both the Windows and Linux versions of the Selectica Installer,
and function using the same commands.

Figure 35 Console Mode: command screen

All steps described above for Graphical Mode are also available in Console Mode with two exceptions:
recording installation steps and editing the extended list of Selectica CLM/ITE properties. You can interact
with application by entering the number or letter associated with one of the listed menu options.

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11.3.1 UNINSTALLING

Please make sure Selectica CLM or ITE is not running before attempting any uninstall procedure.
Selectica CLM can be safely uninstalled by deleting the folder: Drive:\SelecticaCLMPath.
Selectica ITE can be safely uninstalled by deleting the folder: Drive:\SelecticaITEPath.
Alternatively, you can find the uninstaller application by navigating to Drive:\SelecticaCLMPath
\Uninstaller\uninstaller or Drive:\SelecticaITEPath \Uninstaller\uninstaller. This can be used to safely
uninstall Selectica CLM or ITE.

11.4 Guided Selling (GS) Installation

The following section provides instructions for installing the Selectica Guided Selling application, enabling
Salesforce GS settings, and connecting GS with your CLM and ITE applications.

Note: Prior to installing GS, if you intend to use Selectica’s Guided Selling for
Salesforce CPQ application, you must have set up an account on Salesforce and
installed the appropriate application package(s) required. Please refer to Appendix A:
Selectica Guided Selling for Salesforce 2.0 Installation & Configuration for complete
instructions.

11.4.1 DATABASE CREATION

If you plan to use a lightweight database (for development or demos only) then this step is not required.

11.4.1.1 ORACLE

Selectica Guided Selling (GS) requires the creation of an Oracle DB.

 Create Oracle account.

 This Database User will be used to setup the rest of the schema.

11.4.2 GRAPHICAL MODE INSTALLATION STEPS

To install Selectica GS using the GUI installer:

1. Open your browser to https://downloads.selectica.com/
2. Click on the appropriate link to download the Selectica Installer version for Windows or for Linux. When
prompted by the web browser, click the Run button.

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Figure 36 Graphical Mode: Selectica Installer download screen

3. Select the target directory where the Selectica Installer will be installed. This location can be specified
as Drive:\SelecticaInstallerPath on Windows or /home/user/Selectica on Linux.

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Figure 37 Graphical Mode: select target directory screen

4. In the Windows version, after extraction is complete, the Installer application starts automatically. To
start at any other time, navigate to the file location (Drive:\SelecticaInstallerPath\selectica.exe) and
execute the application.

Figure 38 Graphical Mode: Selectica Installer login screen

5. The Installer application will prompt you to enter the username and password for your company’s
account on Selectica downloads. If you do not have an account setup yet, contact Selectica Support at
[email protected].

Note: Click “Offline” if you are using an installation CD. Do not enter login
information.

6. Click Login. The Installer will advance to the Welcome screen that lists all products available for install.
7. Select the Selectica Guided Selling (GS) version. Choose the appropriate product and version available
from the drop-down list and click Install.

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Figure 39 Graphical Mode: Choose Product and Version to download

Note: Click Options to display the Options screen. The option “Install Server
Properties” allows you to specify a mirror server and credentials for download.
Under the option “Download Products for Offline Mode”, select the desired
products and click Download. Restart the application and click Offline on the
Login screen to locally install saved products without connecting to the Selectica
Installer Server.

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Figure 40 Graphical Mode: Options screen

8. Selectica GS Installation will start. Click the Next button on the Welcome screen to proceed.

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Figure 41 Graphical Mode: Welcome screen

9. Select the target directory for the Selectica GS installation. For the purposes of this guide, this location
will be referred as Drive:\Selectica\GuidedSellingPath. Click Next.

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Figure 42 Graphical Mode: Selectica GS installation path screen

10. Click Next to proceed.

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Figure 43 Graphical Mode: Database Selection screen

11. The Selectica Guided Selling Settings screen displays a set of commonly used properties for quick
configuration. Provide information about the database that will be used by Selectica Guided Selling.
12. Click Next to proceed.

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Figure 44 Graphical Mode: Selectica Guided Selling Settings screen

13. Provide information about the Selectica CLM and ITE databases that will be used for Selectica CLM/GS
Integration. Click Next to proceed.

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Figure 45 Graphical Mode: Salesforce settings

14. The next screen prompts you to enter account settings for Salesforce Guided Selling. This information
can be located on Salesforce using an administrator account, should be entered as follows:

 Organization ID – From Salesforce Setup, follow the path Administration Setup  Company
Profile  Company Information. Under “Organization Detail,” find the field “Salesforce.com
Organization ID.” Copy and paste this information into the installer screen.
 Client ID – From Salesforce Setup, follow the path App Setup  Apps  Connected Apps.
Select the “GS” app and look under “OAuth Settings.” Copy the Consumer Key and paste it
into this field.
 Client secret – From Salesforce Setup, follow the path App Setup  Apps  Connected
Apps. Select the “GS” app and look under “OAuth Settings.” Click to reveal the Consumer
Secret, copy it and paste it into this field.
 Username/Password – This is username and password of the GS API User you created
before installing the package.
 Security Token – Follow the instructions in the SFDC install to reset your Security Token.
Enter it here.
 Corporate Hierarchy – Your Salesforce URL properly appended (e.g.
http://na15.salesforce.com/apexrest/corporateHierarchy)

Note: Salesforce settings are not required during installation and can be
added after installation to the settings.properties file.

Click Next to complete the installation.

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Figure 46 Graphical Mode: Download and Installation Progress screen

15. The Download and Installation Progress screen appears and displays installation progress. When
the installation is finished, click Next.

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Figure 47 Graphical Mode: Choose Product and Version to download

16. The Welcome screen will be displayed once again. Perform another installation or click Cancel to exit
from the Selectica Installer.

11.4.3 CONSOLE MODE INSTALLATION

To start the console mode version of Selectica Installer for Linux, execute the command selectica_c.exe.

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Figure 48 Console Mode: selectica_c.exe

Console Mode has a similar appearance in both the Windows and Linux versions of the Selectica Installer,
and function using the same commands.

Figure 49 Console Mode: command screen

All steps described above for Graphical Mode are also available in Console Mode with one exception: you
can interact with application by entering the number or letter associated with one of the listed menu options.

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11.4.4 LAUNCHING GS SERVICE

To start Selectica Guided Selling, execute Drive:\Selectica\GuidedSellingPath\ jboss\bin\run.bat.

11.5 Selectica Playbook Installation

The following section provides instructions for installing Selectica Playbook.

11.5.1 DATABASE CREATION

If you plan to use a lightweight database (for development or demos only) then this step is not required.

11.5.2 ORACLE

Selectica Playbook requires the creation of an Oracle DB.

 Create Oracle account.

 This Database User will be used to setup the rest of the schema.

Important Note: When installing Selectica Playbook, the installer will provide you
with the option to create a new user and schema for your Playbook instance. If you
elect not to use this option, install Playbook without specifying DB information beyond
the server URL and DBA credentials. After installation, follow the instructions in the
ReadMe.txt file located under: Drive:\Selectica\PlaybookPath\DBSchema

11.5.3 GRAPHICAL MODE INSTALLATION STEPS

To install Selectica Playbook using the GUI installer:

1. Open your browser to https://downloads.selectica.com/
2. Click on the appropriate link to download the Selectica Installer version for Windows or for Linux. When
prompted by the web browser, click the Run button.

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Figure 50 Graphical Mode: Selectica Installer download screen

3. Select the target directory where the Selectica Installer will be installed. This location can be specified
as Drive:\SelecticaInstallerPath on Windows or /home/user/Selectica on Linux.

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Figure 51 Graphical Mode: select target directory screen

4. In the Windows version, after extraction is complete, the Installer application starts automatically. To
start at any other time, navigate to the file location (Drive:\SelecticaInstallerPath\selectica.exe) and
execute the application.

Figure 52 Graphical Mode: Selectica Installer login screen

5. The Installer application will prompt you to enter the username and password for your company’s
account on Selectica downloads. If you do not have an account setup yet, contact Selectica Support at
[email protected].

Note: Click “Offline” if you are using an installation CD. Do not enter login
information.

6. Click Login. The Installer will advance to the Welcome screen that lists all products available for install.
7. Select the desired version of Selectica Playbook from the drop-down list and click Install.

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Figure 53 Graphical Mode: Choose Product and Version to download

Note: Click Options to display the Options screen. The option “Install Server
Properties” allows you to specify a mirror server and credentials for download. Under
the option “Download Products for Offline Mode”, select the desired products and
click Download. Restart the application and click Offline on the Login screen to
locally install saved products without connecting to the Selectica Installer Server.

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Figure 54 Graphical Mode: Options screen

8. Selectica Playbook Installation will start. Click the Next button on the Welcome screen to proceed.

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Figure 55 Graphical Mode: Welcome Screen

9. Select the target directory for the Selectica Playbook installation. For the purposes of this guide, this
location will be referred as Drive:\Selectica\PlaybookPath. Click Next.

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Figure 56 Graphical Mode: Selectica Playbook installation path screen

10. Click Next to proceed.

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Figure 57 Graphical Mode: Selectica Playbook logs path screen

11. Select the target directory for Selectica Playbook logs. Specify the path as
Drive:\Selectica\PlaybookPath\logs\. Click Next to proceed.

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Figure 58 Graphical Mode: Selectica Playbook settings

12. The Selectica Playbook Settings screen is displayed. On this screen, you should specify the following:

 Oracle DB Server URL and credentials for the DB that Playbook will use. If you need to create a
DB schema, select the “Create Oracle DB schema” checkbox to enter an Oracle Administrator
password for your server.

Note: If you do not elect to create a schema at this point, you can follow
instructions provided with the Playbook install to create the schema and
users following installation. Also, if you are running a 32-bit version of
windows, you cannot create a schema as shown in this step. Specify your
DB URL and credentials but do not select the checkbox. See section 11.5.6
for special instructions.

 Select “Enable GS integration” to enter information about your Selectica Guided Selling server.
Note: These settings do not have to specified during the installation. You can configure these
settings from the Playbook application following the install.

 Select “Enable ITE integration” to enter information about your Selectica ITE (CLM) server.
Note: These settings do not have to specified during the installation. You can configure these
settings from the Playbook application following the install.
13. Click Next to continue the installation. If you selected “Enable GS integration,” you will see the following
screen:

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Figure 59 Graphical Mode: GS Integration properties

14. Enter all required information. Click Next to proceed. If you selected “Enable ITE integration,” you will
see the following screen:

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Figure 60 Graphical Mode: ITE Integration properties

15. Enter all required information. When you are finished, click Next to complete the installation.

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Figure 61 Graphical Mode: Playbook Installation completed

16. The Download and Installation Progress screen appears and displays installation progress. When
the installation is finished, click Next. The installer will display a message after successful installation.
Click Quit to return to the product installation screen.

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Figure 62 Graphical Mode: Product Installation screen

17. Choose another product to install, or click Cancel to close the installer. You are now finished installing
Selectica Playbook.

11.5.4 CONSOLE MODE INSTALLATION

To start the console mode version of Selectica Installer for Linux, execute the command selectica_c.exe.

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Figure 63 Console Mode: selectica_c.exe

Console Mode has a similar appearance in both the Windows and Linux versions of the Selectica Installer,
and function using the same commands.

Figure 64 Console Mode: command screen

All steps described above for Graphical Mode are also available in Console Mode with one exception: you
can interact with application by entering the number or letter associated with one of the listed menu options.

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11.5.5 LAUNCHING PLAYBOOK

To start Selectica Playbook, execute Drive:\Selectica\PlaybookPath\ jboss\bin\playbook.bat.

11.5.6 SPECIAL INSTRUCTIONS FOR 32-BIT WINDOWS USERS

Because the Selectica Playbook installation automatically comes with a 64-bit version of JDK, if you are
running a 32-bit version of Windows, you must have a 32-bit version of JDK and you must configure
Playbook to point to this version.
In addition, you must not use the Selectica Installer to create an Oracle DB schema for you. Instead you will
follow instructions included with the Playbook installation, but not until after you have specified your version
of JDK.
You must specify your JDK path in two separate files:
1. Open Drive:\Selectica\PlaybookPath\jboss\bin\playbook.bat. Replace the path set for JAVA_HOME
to point to your version of JDK (e.g., JAVA_HOME=C:\Program Files\Java\jdk1.6.0_32).
2. Open Drive:\Selectica\PlaybookPath\DBSchema\createUsers.bat. Replace the path set for
JDKPATH to point to your version of JDK. Make sure to place the path in quotes (e.g., JDKPATH=”
C:\Program Files\Java\jdk1.6.0_32”).
Once you have the correct paths for JDK set, you can follow the instructions to create an Oracle DB schema
and an admin user for Playbook. Open Drive:\Selectica\PlaybookPath\DBSchema\ReadMe.txt and follow
the instructions provided.

11.6 Post-Installation Testing & Troubleshooting

Following installation of the integrated environment, you should consult the following checklist to make sure
all systems, applications and settings are functioning properly.

Note: The checklist and other tips below assume that the front-end CPQ application
is Salesforce Guided Selling, as this is the most common deployment of Selectica
GS. For integrated systems with a different front-end, instructions and troubleshooting
should be similar, if not identical in most cases.

11.6.1 POST-INSTALLATION CHECKLIST

This checklist is intended to ensure the functionality of end-to-end quote generation and template generation
and setup for quotes and proposals in GS following installation. When testing the environment, most
administrators should use the “computer” KBS as the base product configuration.
Follow the SFDC section in the checklist below to ensure proper integrated system behavior. The
GS/ITE/CLM items in the checklist should for the most part be happening concurrently as you test.

SFDC

 The “New Quote” button shows up on any given Opportunity page in Salesforce.
 Quote creation works correctly.
o Add one configurable and one non-configurable product to the new quote using the
product catalog.

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o Submit the quote. Keep in mind that because this is a clean system, approvals should not
be triggered (as templates in ITE have not yet been created).
o Check for the Quote document. Following Quote submission, a Quote document should
be generated and attached to the Quote’s “Related Documents” page.
o Send the Proposal. As with Quotes, there will not be an approval process.
o Ensure that the Proposal Document has been sent to the proper recipient and that it has
been generated and attached to the Quote’s “Related Documents” page.
o Request a Contract from CLM. Check the “Contracts” tab to ensure that the Contract ID
has been returned and that contract details can be viewed.

GUIDED SELLING (BACK-END)

 On creation of quote: check that the Quote has been created successfully.
 Quote can be submitted.
 Proposal can be requested.

ITE

 Quote template exists in the system. Quote template is returned to SFDC.

 Proposal template exists in the system. Proposal template is returned to SFDC.

CLM

 Contract record has been created and contains reference to Quote object. Contract ID shows up in
SFDC.

11.6.2 POST-INSTALLATION TROUBLESHOOTING

The following table lists some of the common errors/missed items associated with installation of integrated
environments. Solutions to these errors are listed whenever possible.

Symptom Solution

“New Quote” button is not Check that all user accounts have the proper Opportunity page

present on Opportunity page. layout in Salesforce. The default layout of the Opportunity page

does not include this button and must be configured following

installation.

Refer to Appendix A: Selectica Guided Selling for Salesforce 2.0

Installation & Configuration for instructions on customizing

Salesforce Opportunity layouts.

Quote/Proposal documents are  Check that Word  PDF and PDF  Word settings have

not being returned. been properly configured in CLM.

 Ensure that Quote/Proposal templates exist in ITE.

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Symptom Solution

Email notifications are not being  Ensure that SMTP server information is correct. Test using

received “User Changes” System Email by creating a user assigned

to administrator email address. Make changes to user and

observe email notification success or failure.

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12 Failover
The following chapter describes the configuration and deployment of failover clustering for high availability.
High availability is achieved by configuring and deploying two identical servers. One server acts as the
active node, while the other passively stands by. The passive server takes over requests in the event there
is an application, operating system or hardware failure on the active server.

12.5 Configuration & Deployment

Figure 65 Deployment Diagram

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12.5.4 WEBLOGIC CONFIGURATION

Configure a Weblogic cluster and two servers as members of the cluster. One Weblogic server would be
the active server servicing the requests, and the other Weblogic server would be the passive server ready to
take over in case of a failure on the active server.

12.5.5 APACHE CONFIGURATION

If Apache is not used as a Front-end to the Weblogic servers, this section may be omitted.
Configure an Apache Web Server for the active Weblogic server and one for the passive Weblogic server.
Install the Weblogic module and use the following settings:
<Location />

SetHandler weblogic-handler

PathTrim /

</Location>

<IfModule mod_weblogic.c>

WebLogicHost <host>

WebLogicPort <port>

</IfModule>

12.5.6 APPLICATION CONFIGURATION

The active server does not need any additional configuration. The passive server needs to be configured
with the following property:
LoadBusinessObjects=false

12.5.7 LOAD BALANCER CONFIGURATION

The application supports only an active/passive mode. The load balancer should be configured so that
requests are redirected to the passive server only when the active server has failed. The status of the server
may be determined by requesting the URL:
http(s)://<hostname>:<port>/version.html

12.5.8 TRANSPARENT FAILOVER

The server supports a transparent failover for most operations and would restore the session to the last
supported failover point. If it cannot determine the context of the operation, the server would take the user to
the Dashboard.

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13 Selectica – Documentum Integration

13.5 Deployment Overview
This deployment guide provides details about deploying the Documentum-related components. The
Selectica application related deployment is not part of this scope. The following bullet points provide a high-
level deployment procedure. The sections that follow will provide the procedure in detail.

 Install the Selectica DAR file.

 Copy java method jar file to the Method Server folder.

 Copy form adaptor jar files to the Taskspace lib folder.

 Modify the property file to point to the Selectica installation.

 Execute Post-deployment steps.

13.6 Prerequisites

13.6.4 DOCUMENTUM PRODUCTS

The below Documentum products must be installed and configured before starting deployment:

 Documentum Content Server 6.5 SP1 (contains: Java Method Server, DFS)

 Documentum Process Engine Content Server Side Installation

 Documentum Taskspace Content Server Side Installation

 Documentum Taskspace web client

 Documentum Composer

 Documentum DAR Installer

 The Fix for composer “com.emc.ide.artifact.taskspace.ui_1.0.0.jar” is copied to the

<Composer>\plugins folder.
Ensure that Folder Security is enabled and the permission set inheritance mechanism is set to “Folder.”

13.6.5 SELECTICA PRODUCTS

The Selectica application must be installed and configured, and the Selectica Web service layer should be
configured and accessible from the Taskspace client machine.

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13.7 Deployment

13.7.4 SELECTICA DAR INSTALLATION

The files that are required for this installation are:

 Selectica.dar

 TCMReferenceProject.dar
1. Copy the above DAR files to the machine where the DAR Installer is installed. Make sure both the DAR
files are in the same folder.
2. Start the DAR Installer and choose Selectia.dar, and specify a log file name.
3. Choose the repository and provide the install owner username and password.
4. Click Install to start the installation.

Figure 66 DAR Installer

Note: DO NOT install the TCMReferenceProject.dar. This DAR is used only for reference by Selectica.dar.

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5. Please verify the log file for any errors. If there are errors, then ensure the prerequisites are met and
they are all in working condition or consult the system administrator.

13.7.5 JAVA METHOD DEPLOYMENT

Copy the jar file selecticaWFmethods.jar file to the Content server machine under the folder
$DOCUMENTUM\dba\java_methods.

13.7.6 FORMS ADAPTOR DEPLOYMENT

Copy the following jar files to the Application server machine where the TaskSpace web client is installed.
The jar files listed below should be copied to the <TaskSpace Context Root>\WEB-INF\lib folder.

 axiom-api-1.2.7.jar

 axiom-impl-1.2.7.jar

 axis2-adb-1.4.1.jar

 axis2-kernel-1.4.1.jar

 backport-util-concurrent-3.1.jar

 neethi-2.0.4.jar

 selecticaProcessor.jar

 selectica-ws.jar

 wsdl4j-1.6.2.jar

 wstx-asl-3.2.4.jar

 XmlSchema-1.4.2.jar
Copy the file SelecticaFormProcessor.properties to the <TaskSpace Context Root>\WEB-INF\classes
folder. Edit the file and modify the values to match the enviroment. The file contains the following details:

 SelecticaServiceAccount=<service account loginid to login to Selectia>

 SelecticaServiceAccountPassword=<service account password>
 SelecticaEndPoint=http://<selectica application hostname>:<port>/services/ECMServiceSoap

13.8 Post-Deployment

13.8.4 DQL SCRIPTS

1. Execute the following 3 DQL Scripts using Documentum Administrator (DA):

 ALTER GROUP sltc_read ADD (SELECT group_name FROM dm_group WHERE group_name
LIKE 'sltc_emp_%')

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 ALTER GROUP "sltc_wf_grp" ADD 'sltc_system', 'sltc_read', 'sltc_emp_read'

 ALTER GROUP "hr manager" ADD (SELECT group_name FROM dm_group WHERE group_name
LIKE 'sltc_%')
2. Login to DA and choose from the menu Tools->DQL Editor.

Figure 67 Navigate to DQL Editor in DA

3. Copy and paste the first DQL in the text area and click on Execute. Similarly, copy the second DQL and
paste in the text area and click on Execute.

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Figure 68 Execute DQLs

4. Ensure there are no errors displayed when executing the DQL.

Alternatively you can manually set the group/role membership in DA. To set the membership manually:
1. Login to DA and choose the User Management node from the tree menu on the left side.

Figure 69 Setup Group/Role Membership 1

2. Choose the Groups link from the main pane and double-click on sltc_wf_grp.

Figure 70 Setup Group/Role Membership 2

3. From File -> Add Member(s), choose the groups sltc_read, sltc_system, sltc_emp_read
4. Click OK to complete adding the members.

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Figure 71 Setup Group/Role Membership 3

5. Similarly, setup membership to the following Groups:

Group Group Members

sltc_read sltc_emp_read
sltc_emp_write
sltc_emp_delete

sltc_wf_grp sltc_read
sltc_emp_read
sltc_system

6. Finally, setup the below Role:

Role Role Members

hr manager sltc_read
sltc_system
sltc_wf_grp
sltc_emp_read
sltc_emp_write
sltc_emp_delete

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13.8.5 CREATE A SERVICE ACCOUNT

Create a user with at least contributor privilege. Add the user under the sltc_system group. This user will be
used by Selectica to login to documentum and push document and pull information.

13.8.6 VERIFY/MODIFY THE ACL ASSIGNMENTS

Login to DA and choose Selectica cabinet and verify if the ACL assigned to it is sltc_acl. If the ACL is not set
then manually assign the sltc_acl.
Similarly, ensure the Employee Contract folder and its sub folders have the ACL assigned to sltc_emp_acl. If
not, then manually assign the sltc_emp_acl to the folders.

13.8.7 RESTART THE SERVERS

Restart the following servers:

 Docbroker

 Docbase

 Java Method Server

 Application Server which hosts TaskSpace web client

13.8.8 VERIFY DEPLOYMENT

Create a sample user and add the user to sltc_emp_read group. Login to Taskspace using the newly
created user and verify if all the tabs are visible with appropriate form elements.

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Appendix A: Selectica Guided Selling for

Salesforce 2.0 Installation & Configuration
This appendix is intended to assist Selectica IT configuration specialists and Salesforce.com administrators
in the process for installing and configuring the SFDC package for Selectica Guided Selling 2.0 on the
Salesforce.com platform.
IMPORTANT NOTE: These installation instructions were written assuming the Salesforce administrator is
using Salesforce SFDC Summer ’13 release (without “Improved Setup User Interface” enabled).

Prerequisites
Before installing Guided Selling for Salesforce 2.0, please make sure that you have the following information
and permissions:

 Salesforce.com administrator account.

 Salesforce license information. Depending on the type of license issued to Guided Selling
users, you will have to configure this application package slightly differently. Configurations are
available for “Salesforce” and “Salesforce Platform” users only. For more information on these
licenses, please refer to:
http://na15.salesforce.com/help/doc/en/users_understanding_license_types.htm
 The Salesforce.com Guided Selling application requires communication with the Guided
Selling back-end server, and in many cases during the installation and configuration,
information will need to be obtained from your Selectica back-end administrator. Make sure to
get all required information from the back-end administrator before proceeding with the
installation.
 URL for the GS 2.0 SFDC package. This is provided by Selectica.

Install Guided Selling for Salesforce

This section will guide you through the process of installing the GS 2.0 package on SFDC.

CREATE GS API USER

Prior to installing the package on SFDC, there are a few preliminary steps that must be followed:
1. Log in to http://login.salesforce.com with your administrator account.
2. From the administration drop-down menu in the top-right portion of your browser page, select Setup.

3. From the Navigation pane on the left side of the screen follow the path: Administration Setup 
Manage Users  Profiles. The User Profiles page is displayed.

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Figure 72 User Profiles page

4. Create a new user profile that will be used to create users for Web Service authentication with the GS
back-end. To accomplish this, you will clone a pre-existing user profile.
a. For Salesforce licenses, click “Edit” or on the link for “Standard User.”
b. For Salesforce Platform licenses, click “Edit” or on the link for “Standard Platform User.”
The “Standard User” profile page is displayed.

Figure 73 Standard User Profile page

5. Click Clone to duplicate this profile. On the next page, enter the Profile name “GS API” and click Save.
You do not need to make any changes to the new profile.
6. From the Administration Setup pane, under “Manage Users,” select “Users.”
7. You will now create the user account that will consume Web Services from the GS API. From the Users
page, click New User. The New User form appears.

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Figure 74 New User page (1 of 2)

8. Fill in the New User form in the manner shown in above figure (you can use your own sample
information for user details). All required fields must be completed. Of particular interest are:
a. Email – Although you will not be using this user account on Salesforce, it is important to enter a
valid email address into this field. The email address provided will be used to set up full login
credentials for this user, which must be provided to the Selectica back-end administrator.
b. Username – Enter a username for this user. Example: “[email protected].”
c. User License – Depending on the type of licenses you are using, select either “Salesforce” or
“Salesforce Platform.”
d. Profile – Select the “GS API” user you created in Step 4.
9. Scroll to the bottom of the New User page and select the options as shown in the following figure.

Figure 75 Salesforce User Notification settings

NOTE: Make certain that “Generate new password and notify user immediately” setting is checked. You
will select a password for this user shortly.
10. Click Save to save the GS API user.
11. Check email for the email address you specified in Step 8. Click the link in the email to go to the
Salesforce.com password change screen.

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Figure 76 Salesforce Password Change screen

12. Enter a new password for the GS API user and security question/answer and click Save.
13. Provide the User Name and Password (login credentials) for the GS API User to your Selectica back-
end administrator. These credentials will also be required during the GS back-end application
installation.
Note: This user will be utilized for Web Service authentication and should not be used for any other
purpose.

INSTALL PACKAGE

Now that you have created the GS API user and provided credentials, you are ready to install the SFDC
package. Before you install the package, make sure to acquire the installation URL from your Selectica
contact.
The following steps are required:
1. Copy the package installation URL into your browser or click on the appropriate link from your email.
This will take you to the Salesforce.com login page.

Note: If you are using a Sandbox environment, replace the login.salesforce.com with
test.salesforce.com in the URL.

2. Log in to Salesforce as administrator. Once you log in you will be taken directly to Package Installation
Details page.

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Figure 77 Salesforce Package Installation Details

3. Click Continue to continue with the installation. A pop-up window is displayed, prompting you to
approve third-party access from Selectica.

Figure 78 Approve Third-Party Access

4. Click Continue. This information will be modified later in the configuration process. The Package API
Access screen is displayed.

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Figure 79 Approve Package API Access

5. Click Next. The next page is displayed.

Figure 80 Choose security level

6. From this screen, you can select which user profiles will be enabled to work with the Guided Selling
application. The package provides sample profiles, including different levels of security depending on
the type of user. Use the drop-down menu to select which profiles can access objects and components
of the application. The “GS API” Profile should be assigned “GS API Access.”
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Important Note: Because access to some objects cannot be changed from within the Profiles provided
by the GS package, it is recommended to grant all Profiles that should have access to the GS
application “Full Access.” You can go back into these profiles after installation and make changes as
needed.
7. Click Next. The Package Installation screen is displayed.

Figure 81 Package Installation screen

8. Click Install to install Selectica Guided Selling. Once installation is complete, you should see the
following screen:

Figure 82 Selectica Guided Selling Installed

You are now ready to configure Guided Selling.

Configure Guided Selling for Salesforce

The following sections provide instructions for configuring the Guided Selling Salesforce application,
including:

 Adding and configuring User Profiles.

 Remote Site Settings and Access.
 Security Token Settings.
 Custom Application Settings.
 Customizing Opportunity Page Layouts.

ADD AND CONFIGURE USER PROFILES

During the install you specified which User Profiles should have certain security levels in the Guided Selling
application. In most instances, you will not already have created User Profiles specifically for Selectica GS.
In this portion of the configuration process, you can create User Profiles and specify privileges as the
administrator.
To add and configure a User Profile for GS:
1. From Setup  Administration Setup  Manage Users  Profiles, clone the “Standard User” Profile, or
choose a profile you have already created for use with GS. In either case, click Edit next to the User

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Profile link in the list. The Profile Edit page is displayed. In the next step, you will specify Custom App
Settings.
2. Under “Custom App Settings,” select the checkbox next to “Selectica Guided Selling,” to make the
application visible to users assigned this profile.

Select to make
Selectica GS the
default app for this
profile

Select to make
Selectica GS
application visible to
profile

Figure 83 Profile Edit: Custom App Settings

If you want Selectica Guided Selling to be the default application for this profile, select the radio button
under the “Default” column.
3. Next, specify Tab Settings for this profile.

Figure 84 Profile Edit: Tab Settings

Under “Custom Tab Settings,” use the drop-down menus to specify “Default On” for the following:

 Contracts
 My Approvals
 Quotes

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Depending on the profile being edited, you can specify additional Guided Selling tabs as “Default On,”
“Default Off,” or “Tab Hidden.”
4. Next, specify Custom Object Permissions.

Figure 85 Profile Edit: Custom Object Permissions

For standard user profiles, you will want to set all Guided Selling Objects to “View All,” as shown in the
above figure. This will automatically give Read access to the profile as well.
5. Click Save to save the User Profile in Salesforce. Administrators will now be able to create GS users
from this profile.

CONFIGURE REMOTE SITE SETTINGS

The next step in Guided Selling configuration is to specify Remote Site Settings. This is used to specify the
back-end GS web address that your organization can invoke from salesforce.com. It allows Salesforce to
connect to the GS application.
To specify Remote Site Settings for GS:
1. Go to Administration Setup  Security Controls  Remote Site Settings. The Remote Sites page is
displayed, showing a list of all defined remote sites.

Figure 86 Remote Sites list

2. Locate the Remote Site with the Namespace Prefix “Selectica.” Click Edit.

3. Replace the contents of the “Remote Site URL” field with the URL provided to you by your Selectica
back-end administrator.

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Figure 87 Enter Remote Site URL

4. Click Save.

CONFIGURE REMOTE ACCESS (OAUTH)

As with Remote Site settings, you also need to configure settings to allow the GS back-end to provide
proper credentials to Salesforce. This is accomplished by specifying a Connected App.
1. Go to App Setup  Create  Apps. The Apps page is displayed.

Figure 88 Apps page

Here you will see a list of existing and custom apps installed on SFDC. You need to authorize the back-
end GS application to use Salesforce, so you will enter details for a Connected App in the second list.
2. Click New in the Connected Apps section. The New Connected App page is displayed.

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Figure 89 New Connected App form

3. Enter information into the required fields under “Basic Information.” You can name the app whatever
you like (“GuidedSelling” is recommended). Get the specific API name from your Selectica back-end
administrator. Enter the administrator’s email address under “Contact Email.”
4. Enable OAuth Settings by clicking the appropriate checkbox. The section expands.

Figure 90 Connected App: OAuth Settings

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5. Enter the “Callback URL” provided by your Selectica back-end administrator. Selecting OAuth Scopes is
not required.
6. Click Save. Details on the Connected App are displayed on the following page, including new
authorization information.

Figure 91 OAuth Settings

7. Copy the “Consumer Key” and click on the provided link to reveal the “Consumer Secret.” These
settings correspond to the “Client ID” and “Client Secret” settings entered when installing the GS back-
end application. See Step 14 of GS installation in this guide.

RESET SECURITY TOKEN

The next step in configuration requires you to reset your security token. This security token must be
provided to the GS back-end administrator as well, in order to allow GS to properly connect to Salesforce.
To reset your security token:
1. Go to Personal Setup  My Personal Information  Reset My Security Token. The Reset Security
Token page is displayed.

Figure 92 Reset Security Token

2. Click Reset Security Token. The new security token will be delivered to the email address associated
with your account.
3. Check your email. The email sent by Salesforce will contain your username and security token.
4. Provide the security token to your Selectica back-end administrator.

Note: This token is also required during installation of the GS back-end

application.

CONFIGURE CUSTOM SETTINGS

SERVER ADDRESS SETTING

In this step you must configure the “ServerAddressSetting” custom setting to specify the GS back-end server
address. (Note: As an alternative, you can skip this section and generate a client certificate using the steps
provided in the next section if required.)
To specify this server address:

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1. Go to Develop  Custom Settings. The Custom Settings page is displayed.

Figure 93 Custom Settings page

2. Click Manage next to “ServerAddressSetting.” The ServerAddressSetting page is displayed.

Figure 94 Server Address Setting

3. Click New to define the back-end server address. The Edit page is displayed.

Figure 95 Edit Server Address Setting

4. Enter the server address provided by your Selectica back-end administrator and click Save.

Note: You do not need to set a server address setting at the organization level. If
you click New in the lower section of the ServerAddressSetting page you can
add the setting for specific Profiles or even specific Users.

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GENERATE SALESFORCE CERTIFICATE (OPTIONAL)

This stage of configuration is optional and provides a more secure connection between Salesforce and the
GS back-end server through the use of create, signing and uploading a client certificate.
To generate a client certificate:
1. Go to Administration Setup  Security Controls  Certificate and Key Management.

Figure 96 Certificate Management page

2. Click Create CA-Signed Certificate. The certificate form is displayed.

Figure 97 Certificate and Key Edit form

3. Fill in all required fields and click Save. The Certificate and Key Detail page is displayed, showing the
details of the certificate you just created.

Figure 98 Certificate and Key Detail

4. Click Download Certificate Signing Request to download the certificate.

5. A third-party certificate authority must sign the certificate. When the certificate is signed, return to this
page and click Upload Signed Certificate to upload the certificate to Salesforce.
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6. Go to Develop  Custom Settings.

7. Click Manage next to “ClientCertificateSetting.” The Client Certificate page is displayed.

Figure 99 Client Certificate page

8. Click New to bring up a form.

Figure 100 Edit Client Certificate

9. Enter the Unique Name of the client certificate you uploaded in step 5 into the “Location
ClientCertificateName” field.
10. Click Save.

CUSTOMIZE OPPORTUNITY PAGE LAYOUT

Salesforce allows you to define layouts for various pages, including the layout for the “Opportunity” page.
The out-of-the-box layouts installed with Selectica Guided Selling add a button to the Opportunity page that
allows users to create a new Quote based on the current Opportunity they are viewing. The page also
typically displays a list of all Guided Selling quotes that have been created. This section describes how to
configure the layout of the Opportunity page for a typical GS user.

ASSIGN OPPORTUNITY LAYOUT

To assign the out-of-the-box Opportunity layout installed with Selectica GS to one or more profiles:
1. Go to App Setup  Customize  Opportunities  Page Layouts. All available Opportunity Page
Layouts are listed on the page.

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Figure 101 Opportunity Page Layout list

2. Note the out-of-the-box Opportunity Page Layout installed with Selectica GS. Click Page Layout
Assignment to view a table showing page layout assignments for different profiles.

Figure 102 Page Layout Assignment

3. Click Edit Assignment. The page changes, allowing you to select a layout to assign to selected
profiles.

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Figure 103 Edit Page Layout Assignment

4. Select one or more profiles to be assigned. Next, use the drop-down menu to select an Opportunity
Layout to assign to the selected user profiles. The out-of-the-box layout for GS should be visible.
5. Click Save to apply page layout assignment changes for the selected profiles.

EDIT OPPORTUNITY LAYOUT

As the out-of-the-box layout provided with the installation does not add a row of Guided Selling quotes to the
Opportunity Page Layout, you can edit the layout itself to include this information. The steps below assume
you are editing any Opportunity page layout.
To edit a layout:
1. Return to the Opportunity Page Layout list.
2. Click Edit next to the Opportunity Page Layout you want to modify. The Salesforce Layout wizard is
displayed.

Figure 104 Edit Opportunity Page Layout

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3. Click the Buttons link in the page layout manager at the top of the screen.

Drag-and-drop “New Quote”

button onto the page.

Figure 105 Opportunity Page Layout: Buttons

4. Drag-and-drop the “New Quote” button onto the Opportunity Page Layout as shown in the above figure.
5. Next, click the Related Lists link in the page layout manager.

Drag-and-drop “New Quote”

button onto the page.

Figure 106 Opportunity Page Layout: Related Lists

6. Drag-and-drop the “Guided Selling Quotes” list onto the page in its desired position. This will add a list
of GS quotes to the Opportunity page, providing a snapshot of quote information associated with that
opportunity.
Note: Admin users will also see a “New Guided Selling Quote” button. This button creates a new
Guided Selling Object and should not be used.

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7. Click Save and Yes to complete Opportunity Page Layout customization.

Congratulations, you have now successfully installed and configured Selectica Guided Selling for Salesforce
2.0!

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