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Installing KwikWork

The following steps are required  to install KwikWork for Content Navigator.

 

Expand the installer

The installer needs to be expanded on the Content Navigator server by following the steps below:

 

CODE
unzip KwcnSetup-5.1.x.zip

Create Shared Libraries

  1. Copy the kwcn-client.jar file from the installer to the 'ECMClient/plugins' directory
  2. Create a directory called RepositoryAPI in the the IBM directory.  Copy the files 'Jace.jar' and 'Pe.jar' from the 'navigator.ear\navigator.war\WEB-INF\lib' directory to the RepositoryAPI directory.
  3. Log into the WebSphere Integrated Solutions Console on the application server where IBM Content Navigator is installed then navigate to Environment → Shared libraries.




  4. Click 'New' to create a new shared library called KwcnClient.  In the 'Classpath' field enter the path of the kwcn-client jar file located in the Plugins directory then click the 'OK' button and save directly to the master configuration.




  5. Click 'New' to create a new shared library RepositoryAPI (this name is mandatory for KwikWork to function correctly).  In the 'Classpath' field enter the path of the RepositoryAPI directory in the IBM directory then click the 'OK' button and save directly to the master configuration.




  6. In the WebSphere enterprise applications section, edit the navigator application.  Add a new shared library reference for the navigator web module and point it to the KwcnClient shared library that was created then click 'OK' and save to the master configuration.

 

 

 

 

Install the KwikWork Engine in IBM WebSphere

The KwikWork engine can be installed in WebSphere by following the steps below.

  1. Log into the WebSphere Integrated Solutions Console on the application server where IBM Content Navigator is installed.



  2. Navigate to Applications → Application Types → WebSphere enterprise applications using the vertical navigation tree on the left then click the install button above the list of installed applications.



  3. Click the 'Choose File' button under 'Path to the new application' and locate the kwcn-engine.ear file in the installer that was extracted earlier.  Select the ear file, click 'Open' on the dialogue box then click Next.




  4. Choose 'Fast Path' if it is not already selected then click Next.




  5. Leave the default values for all steps of the install process.

  6. Finally verify the settings on the Summary page and click 'Finish' for WebSphere to install the Kwcn Engine then save to master configuration.




  7. Edit the newly installed kwcn-engine and click 'Environment entries for the application' then update the WorkingFolder to point to the location on the server where KwikWork configurations will be stored.  Click 'Ok' and save to master configuration.




  8. Finally, start the KwikWork Engine by checking the box for kwcn-engine then clicking Start.




 

 

Add KwikWork UX License

  1. Navigate to the KwikWork working folder on the server.

  2. From the working folder, navigate to the 'import/license' folder then copy the KwikWork UX license key provided by enChoice to the license folder.



  3. After a few second the license file should disappear from within the /kwcn/import/license' folder.  Once this has occurred, verify that it has been copied to the 'kwcn/import/success' folder.

  4. Finally, restart the kwcn-engine application from the WebSphere console.


Add KwikWork for Content Navigator to IBM Content Navigator

1. Log-in to the Content Navigator admin desktop.

 Example: http://server1:9080/navigator

 2. Load the KwikWork for Content Navigator plug-in

    1. Click on Plug-ins from the left navigation bar



    2. Click on new plug-in

    3. The KwikWork plug-in jar file in now part of the kwcn-engine application and the path should be http://localhost:9081/kwcn-web/kwcn-plugin.jar (substitute 9081 for the port of the WebSphere application server where Navigator and the Kwcn Engine are installed).  Once the path is entered click on "Load" 

    4. After the plug-in loads click on save and then close.



    3. Add the KwikWork feature(s) to the appropriate desktop(s):

    KwikWork can be configured for each IBM Content Navigator desktop after the plug-in is loaded using the following steps:

      1. Open the Content Navigator Administration panel.  By default, this should open the desktops configuration panel.



      2. Click on the desired desktop and click edit from the top menu.
      3. Open the Layout tab by clicking on layout.



      4. Check the box to select the KwikWork UX feature.
      5. Select KwikWork UX as the default feature from the drop-down.
      6. Click "Save" or "Save and Close" to complete the configuration.
      7. Navigate to the desktop where the KwikWork features were added then edit the KwikWork for Content Navigator plugin in the Administration View.
      8. In the field at the bottom of the settings, enter the ID of the primary repository of the desktop then click the 'Prepare UX Repository' button.  NOTE: The Prepare Repository should be performed by an administrator that has full control over all classes created by KwikWork and any objects created from those classes.





    4. Final Steps

    1. Create Search and Entry templates for the Contacts document class created when Prepare UX Repository is executed.
    2. After the Prepare UX Repository set is completed, KwikWork creates a number of objects that users need to have permissions.  These are as follows:

       

      Object

      Symbolic Name

      Display Name

      User Permissions

      Description

      Custom Objects

      KwikWork Service Queue Request Class

      KwQueueRequest

      KwikWork Service Queue Request

      None required

      Used for KwikWork rendition service

      KwikWork Scheduled Task Class

      KwScheduledTask

      Scheduled Task

      Modify Permissions

      Used when creating and updating calendar events and tasks

      Folder

      Email Folder Class

      KwEmailFolder

      Email Folder

      Create

      Used to store new unfiled emails that are sent to KwikWork without a case identifier in the subject

      kwcn/user-folder

      username

      username

      Create sub-folder, File and Un-file

      Used to store un-filed emails

      User Folder Class

      KwUserFolder

      User Folder

      Create

       

      When users update their KwikWork Preferences, a user folder is created

      Document Class

      Contact

      KwContact

      Contact

      Create

      Used to create contacts within KwikWork

       

      Contact Group

      KwContactGroup

      Contract Group

      Create

      Used to create Contact Groups within KwikWork

       

      Email   Correspondence

      KwEmail

      Email Correspondence

      Create

      Used when emails are sent from within the KwikWork

      Email Attachment

      KwAttachment

      Email Attachment

      View

      Used when emails with attachments are sent to KW by email. Done by admin account in backend.

      KwikWork Form Attachment

      kwFormAttachment

      KwikWork Form Attachment

      View

      Used for launching workflow from HTML Form

      KwikWork Rendition

      KwRendition

      KwikWork Rendition

      Create and Delete

      Used when documents are printed using the KwikWork Print or AutoCAD print and when DWG files are rendered in the Unified View

      KwikWork Report

      KwReport

      KwikWork Report

      View

      Class Used to store KwikWork Report definitions

      Upload

      KwUpload

      Upload

      Modify Permissions

      Used when documents are added using the Upload Manager

       

       

       

       

       

      Note:  All objects above require that the Administrator or Administrator group have Full-Control for Security and the Default Instance Security

       



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