6.7.

1 Upgrade Supplement
Package

6.7.1 Upgrade Planning Guide

Interwoven, Inc.
160 East Tasman Drive
San Jose, CA 95134 Version 1.0
Interwoven Services
Tel: 408-774-2000 August 30, 2007
Fax: 408-774-2002
www.interwoven.com

© Copyright 2007 Interwoven, Inc. All rights reserved. ANY RESOLUTION, ANYWHERE, CONFIRMSITE, CONTROLHUB,
DESKSITE, FILESITE, IMANAGE, IMANAGE & DESIGN, INTERWOVEN, INTERWOVEN & DESIGN, INTRAGO, LIVESITE,
MEDIABIN, METACODE, METAFINDER, METASOURCE, METATAGGER, OFFSITE, OPENDEPLOY, PRIMERA,
SMARTCONTEXT, SMARTPUBLISHER, STING, STING TECHNOLOGY & DESIGN, TEAMCATALOG, TEAMSITE,
TEAMTURBO, TEAMXML, TEAMXPRESS, WORKDOCS, WORKPORTAL, WORKROUTE, WORKSITE, WORKTEAM, the
respective taglines, logos and service marks are trademarks of Interwoven, Inc., which may be registered in certain jurisdictions.
All other trademarks are owned by their respective owners.
 9/14/2007
Interwoven Confidential

Table of Contents

Introduction..................................................................................................................................... 3
Features and Effect on Upgrade...................................................................................................... 3
TeamSite Users, Groups, and Roles ........................................................................................... 3
Search.......................................................................................................................................... 3
Workflow Modeler and Toolkit .................................................................................................. 3
Single Sign-On User Authentication .......................................................................................... 4
Non-Root Framework ................................................................................................................. 4
Existing configuration and Effect on Upgrade to 6.7.1 .................................................................. 4
Start with Cleanup....................................................................................................................... 4
Planning your Upgrade ............................................................................................................... 5
Upgrade vs. Fresh Install ............................................................................................................ 5
Migrating your backing store...................................................................................................... 5
Upgrade Approach Considerations ............................................................................................. 5
Interwoven Resources Available .................................................................................................... 6
Product Documentation .............................................................................................................. 6
Product Documentation .............................................................................................................. 6
Upgrade Path................................................................................................................................... 7
6.0 – 6.5 SP3 Customers ............................................................................................................. 7
5.5.2 Customers .......................................................................................................................... 7
Fresh Install Path............................................................................................................................. 7
6.7.1 Feature and Upgrade Guidance.............................................................................................. 8
Best Practices .................................................................................................................................. 8
Careful Planning ......................................................................................................................... 8
Create Backups of your system................................................................................................... 8
Appendix A: Storage Requirements ............................................................................................ 10
Appendix B: TeamSite Server SOFTWARE REQUIREMENTS............................................... 11

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

Introduction
This document is intended to provide assistance with the organization and planning process of
upgrading an existing Interwoven installation to 6.7.1. Interwoven’s goal as an organization is to
prepare you to go live with TeamSite 6.7.1.

If your server is currently TeamSite 5.5.2 or below, please call Interwoven consulting for help
upgrading your server. Your TeamSite version is no longer supported and your upgrade will be
complex.

The TeamSite 6.7.1 Platform has many exciting features that will greatly improve your User
Experience.

Features and Effect on Upgrade

TeamSite Users, Groups, and Roles
TeamSite provides flexible roles that allow you to modify the five TeamSite out-of-the-box roles
and/or create your own roles. Roles are created or modified by TeamSite Master users using
ContentCenter Professional. Users are not required to specify a role when they log in to
TeamSite. Users and their roles are managed within the branches.

Refer to the TeamSite Administration Guide for information on managing branches, users,
groups, and roles.

If you plan to move to flexible roles within your organization, we suggest doing this after you
have performed your upgrade.

Search
TeamSite Search has been enhanced to provide indexing of and searching modifications in
workareas of indexed branches. Four new parameters have been added to the
search.properties file. When users perform a search, modified content in workareas will be included
in the search results. Searching across branches or areas can be done using the Content Services
API. ContentCenter users cannot currently search across branches or areas.

Workflow Modeler and Toolkit

TeamSite 6.7.1 supports Interwoven Workflow Modeler 1.0, a Java-based system for designing
and implementing workflows. Workflow development is done through a GUI that is fully
integrated with TeamSite. Workflow Modeler is installed separately from TeamSite, and must be
integrated with TeamSite following installation. A SOAP license is available to you for
configuring the integration. For information on the Workflow Modeler install please review this
DevNet forum http://devnet.interwoven.com/forums_vb/showthread.php?t=18319&forumid=11.
TeamSite also provides two new user roles to support Workflow Modeler: WorkflowAdmin and
WorkflowUser. See “User Roles for Workflow Modeler” in the TeamSite Supplement for details

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

about the WorkflowAdmin and WorkflowUser roles. See the Workflow Modeler User’s Guide
for details about installing, integrating, and using Workflow Modeler. Usage information is also
available through the Workflow Modeler online help.

Note: Designing and implementing workflows by manually creating .wft files (as described in the
Workflow Developer’s Guide) is still supported. However, .wft files cannot be imported into or
modified using Workflow Modeler.

Single Sign-On User Authentication

Prior to release 6.7.1, TeamSite supported SSO authentication through CA SiteMinder.
Starting with release 6.7.1, TeamSite provides a framework providing better integration with
SiteMinder. You can also use this framework to integrate SSO products from other vendors. See
Chapter 2, “Single Sign-On” in the TeamSite Supplement for details about configuring single
sign-on. Additionally, a new setting - sso - is supported in the [authentication] section of the
iw.cfg file. This setting is specified in the authenticate_by parameter:
[authentication]
authenticate_by=sso

If all authentication is performed by an SSO product such as SiteMinder, you should specify
only sso in authenticate_by. If authentication is done by an SSO product and by other means as
well, you can use the sso setting together with other authenticate_by settings such as pam, local, ldap,
and file.

Non-Root Framework
Starting with TeamSite 6.7.1, the TeamSite server (that is, iwserver) running on UNIX systems is
run by the process iwts rather than by root. As a result, after TeamSite 6.7.1 is installed,
permissions on all Content Store files are reset to enable iwts, and all TeamSite processes except
iwutild and iwauthend run as iwts or iwui. This conversion cannot be undone, and the installer cannot
opt out of it.

Note: You must still log in as the user root to run the TeamSite installation script and to perform
administration tasks.

Existing configuration and Effect on Upgrade to 6.7.1

You may have customized code that will be affected by the Upgrade to 6.7.1. It is important to
understand your implementation and create a test plan to follow after the upgrade.

Start with Cleanup

An upgrade is a good time to clean up your implementation. You have been running TeamSite
in your organization for a while, but have you ever taken the time to clean up the files that you
are no longer using? We suggest you do the following:

Archive all old log files

Clean up the file versions of master.uid\

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

Remove excess editions

Identify a maintenance plan going forward for your teamsite server, including backup
schedules and log rotation.
(https://support.interwoven.com/kb/kb_show_article2.asp?ArticleID=57603)

Planning your Upgrade

Revisit your content creation, approval, and other processes

Are they working?

Do they need to change?
Review templates

Are they being used?

Could the business users be empowered with additional functionality?
New hardware

Is it time for new hardware?
If on Solaris, are you on 9 or 10? Solaris 8 is not supported with TeamSite 6.7.1.
What new features are you interested in using?

Upgrade vs. Fresh Install

If you are planning on upgrading on the same server, you will be doing an upgrade. For
supported upgrade paths, please review the support article below:
https://support.interwoven.com/kb/kb_show_article2.asp?ArticleID=57073
Please note that some upgrades will require a backing store migration.

In the following situations, it is necessary to do a fresh install rather than an upgrade. Fresh

Migrating from Solaris 9 to 10 = fresh install

Buying new hardware – Compatibility Matrix

Any platform change = new installation

Fresh install = backing store migration

Any Linux installation

Migrating your backing store

In the following situations, you will need to migrate your backing store:

You are doing a fresh install

If you are using search and need to cleanup and re-index

You are moving from a version of TeamSite earlier than TeamSite 6.5 SP2
This article explains the benefits of performing a migration on your backing store:
https://support.interwoven.com/kb/kb_show_article2.asp?ArticleID=55361

Upgrade Approach Considerations

Please consider the following while planning your upgrade:

Perform upgrade on development server first and test prior to performing the upgrade on
production

User and Group management enhancements.

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

New Workflow modeler client to design workflows

TinyMCE support in addition to Ektron VFE in TeamSite 6.7.1

EventSubsystem: If you are not using DAS with OpenDeploy or TeamSite Reporting,
you should disable the EventSubsystem Reporting.

Interwoven Resources Available

Product Documentation
With the 6.7.1 product release, you should have been provided with several documents. They
are as follows:

Product Documentation 6.7.0
TeamSite Administration
Guide
Product documentation 6.7.0
Teamsite Installation Guide
Product Documentation 6.7.0
TeamSite Command Line
Tools
6.7.0 ContentCenter
Professional User Guide
6.7.0 ContentCenter
Standard User Guide
Developers Guide
FormsPublisher Developers
Guide
User Interface
Customization Guide
6.7.0 Workflow Developer
Guide
Product Documentation
The TeamSite Administration Guide is a guide to
configuring and maintaining TeamSite. It is primarily
intended for TeamSite Administrators and Master users, and
for web server administrators and system administrators.
The TeamSite Install Guide is a guide to installing TeamSite
6.7.X. It is intended primarily for TeamSite Administrators
who will perform the installation.
TeamSite Command-Line Tools describes each TeamSite
command-line tool (CLT) and command trigger, including
syntax and usage examples. It is intended primarily for
TeamSite Administrators and Master users, and for web
server administrators and system administrators.
The TeamSite ContentCenter Professional User Guide is a
guide to using the Professional interface of the TeamSite
product. It is primarily intended for advanced TeamSite
users.
The TeamSite ContentCenter Standard User Guide is a guide
to using the Business User interface of the TeamSite product.
It is primarily intended for TeamSite authors.
The TeamSite FormAPI Developers Guide is a guide for
developing FormAPI for TeamSite forms. It is intended for
TeamSite developers.
The TeamSite FormsPublisher Developers Guide is a guide
for developing TeamSite forms. It is intended for TeamSite
developers.
The User Interface Customization Guide is a guide to
customizing the TeamSite interface. It is intended for
TeamSite developers and administrators.
The Workflow Developer Guide is a guide for building
TeamSite workflows. It is intended for TeamSite developers

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

Product Documentation
and administrators.
Product Documentation 6.7.1 This document contains release notes for TeamSite® 6.7.1.
TeamSite Release Notes

Product Documentation The TeamSite Supplement describes TeamSite® features that

Supplement for TeamSite are new or revised for this release. Information in this
6.7.1 document is intended for TeamSite end users, installers,
administrators, and customizers.

Workflow Modeler 1.0 This chapter provides an introduction to general workflow

models, the Interwoven
Workflow Modeler functionality, and TeamSite integration.

Upgrade Path
6.0 – 6.5 SP3 Customers
1) TeamSite installation
2) Map roles to new paradigm (using iwusermigrate)
3) Solaris Customers–TeamSite no longer runs as root (run migrate_non_root)
4) Reboot server and verify if role mapping is correct

Verify all User IDs are present
5) Map user permissions to new paradigm (using iwaccessmigrate)
6) Map permissions for custom menu items (using migrate_customtk.ipl)
7) Cleanup and re-index backing store if using search
5.5.2 Customers
Contact Consulting – you are on a version of TeamSite that is not supported and your upgrade
may be complicated.

Fresh Install Path

If it is necessary to do a fresh install of TeamSite, please follow the steps below.
1) Freeze TeamSite server
2) Manual copy of backing store
3) Solaris 9, 10, or Linux Customer – Reset backing store ownership
4) 6.7.1 TeamSite installation
5) TeamSite Reboots and Restarts
6) Stop TeamSite
7) Remap local OS user/group id info (using iwidmap)

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

8) Copy uid files or configure LDAP

9) Reboot server and Verify if role mapping is correct
a. Verify all User IDs are present
10) Map user permissions to new paradigm (using iwaccessmigrate)
11) Copy configuration files
12) Map permissions for Custom Menu items (using migrate_customtk.ipl)
13) Clearup and Re-index backing store if using search (using iwmigrate)

6.7.1 Feature and Upgrade Guidance

Upgrading to 6.7.1 webcast on DevNet:
http://devnet.interwoven.com/site.fcgi/webcasts/docs/webcast-recordings.html#webcast07-04

New features in 6.7.1:

http://devnet.interwoven.com/site.fcgi/webcasts/docs/webcast-recordings.html#webcast06-23

New non/OS user abilities in 6.7.1 from GearUp:

http://wwwmedia.interwoven.com/intercall/DevB-Thu-410.wmv

Best Practices
We have had several customers upgrade themselves to TeamSite 6.7.1. Following are best
practices for a successful upgrade.

Careful Planning
It has been found that success in the upgrade process requires planning. You should plan any
changes and apply them in your test environment previous to the production upgrade. You
should plan for User Acceptance Testing. Inform your users that you will be upgrading the
system and because of the custom procedures and other changes, you would like a representative
to test and accept the upgrade. Factor the templates, workflows and scripts your users benefit
from to schedule appropriate time.

Create Backups of your system

Before you start the upgrade process, create a backup of your content store of your production
TeamSite environment. Before you continue, VALIDATE YOUR BACKUP AND RESTORE PROCESS,
and make sure you have a reliable method of backing up your current production TeamSite
server and your current production content store.

Very important: Test your backup. Before doing an upgrade, you want to make sure that you
have a good backup before moving forward.

Keep a system with the TeamSite version you are currently running. You may need additional
licensing for this, please check with your Interwoven account manager. After the upgrade is

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

complete, there might be an occasion where you will need to access your old content store.
Maybe a user forgot to submit a file or there is a template that is not behaving properly and you
want to see if it was working correctly on the old system. For these situations, it is
recommended to keep a TeamSite server with your previous version of TeamSite running on it.

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

Appendix A: Storage Requirements

The following table lists the temporary and permanent storage requirements for the TeamSite 6.7
and 6.7.1 software when installing from CD-ROM. During installation, additional temporary
storage is required. Following installation, only the permanent storage is needed.

Additionally, if you install from the download package rather than from the CD-ROM, you need
750 MB on Windows or 750 MB on Solaris to download and expand the package.

Interwoven Consulting Services ________________________________________________________________________

 9/14/2007
Interwoven Confidential

Appendix B: TeamSite Server SOFTWARE REQUIREMENTS

Version Status Supported Platforms (Servers) Supported Application Supported End- Supported End-User (Client)
Windows Solaris Linux Servers User (Client) OS Browser or Other Software
TeamSite Shipping Windows 2000 SP4, Solaris 10, RedHat AS/ES 4.0 Tomcat 5.5.17, Windows XP SP2, Browsers:
6.7.1 English, Traditional English, Traditional x86 Intel Platform English, Traditional Chinese, English, Windows 2000:
Chinese, Simplified Chinese, Simplified English, Traditional Simplified Chinese, Japanese, Traditional IE 6.0 SP2,
Chinese, Japanese, Chinese, Japanese, Chinese, Simplified German, French Chinese, English, Traditional Chinese,
German, French German, French Chinese, Japanese, BEA WebLogic 9.1, English Simplified Simplified Chinese, Japanese,
Windows 2003 Solaris 9, German, French IBM WebSphere 6.1, English Chinese, Japanese, German, French
Server, Enterprise English, Traditional Customer Web Servers: German, French FireFox 1.5
Edition SP1, 32- Chinese, Simplified Solaris, Windows XP English, Sun JVM 1_5_05
bit,English, Chinese, Japanese, English, Traditional Chinese, SP1a, Microsoft JVM 1.1
Traditional Chinese, German, French, Simplified Chinese, Japanese, Windows, Windows XP SP2:
Simplified Chinese, Note: Solaris is German, French, English, IE 6.0 SP2,
Japanese, German, supported only on iPlanet 6.1, IBM HTTP Server Traditional English, Traditional and
French, the SPARC 2.0.47, Apache 1.3.31 and Chinese, Simplified Chinese, Japanese,
architecture. 2.0.58 Simplified German, French
Windows, Chinese, Japanese, FireFox 1.5,
English, Traditional Chinese, German, French, English, Sun JVM 1_5_05
Simplified Chinese, Japanese, Microsoft JVM 1.1
German, French, Windows 2000, Mac 10.4, English
IIS 5.0 for W2K and IIS 6.0 English, FireFox 1.5:
W2003, Apache 1.3.31 and Traditional English
2.0.58, iPlanet 6.1, IBM HTTP Chinese,
Server 2.0.47 Simplified Solaris 9, 10:
Linux, Chinese, Japanese, FireFox 1.5
English, Traditional Chinese, German, French, English
Simplified Chinese, Japanese, , Email Clients:
German, French, Mac 10.4, English, Windows 2000:
iPlanet 6.1 IBM HTTP Server Solaris 9, 10, Outlook 2000/2002, English
2.0.47, Apache 1.3.31 and English Windows XP SP2:
2.0.58 Linux, English Outlook 2000/2002, English
Solaris:
dtmail, English
Linux: Evolution, English
Mac: Mail 10.4, English

Interwoven Consulting Services _______________________________________________________________________________________________

Page 11 of 12
 9/14/2007
Interwoven Confidential

Interwoven Consulting Services _______________________________________________________________________________________________

Page 12 of 12