Vista Plus Technical Addendum
Vista Plus Technical Addendum
Technical Addendum
This document discusses some technical aspects of certain
Vista Plus functions. This information is presented in an
Addendum due to its technical nature and because it is
probably of interest to only a small percentage of Vista Plus
users.
VP050502-TA-EN-02
VistaPlus
TechnicalAddendum
VP050502-TA-EN-02
Rev: 2013-Feb-14
This documentation has been created for software version 5.5.2.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
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Table of Contents
Introduction ............................................................................................................................. 1
ImportFileInfo File Format ....................................................................................................... 2
Passwords and ImportFileInfo.......................................................................................... 4
Exporting LDAP User and Group Data.................................................................................. 5
What DSExporter Copies.................................................................................................. 5
What DSExporter Does Not Copy ................................................................................... 5
Output File Format............................................................................................................ 6
DSExporter Command Format........................................................................................ 6
After Running DSExporter................................................................................................. 7
Using the x Option During Report Capture ........................................................................ 8
x Prepend File Location.................................................................................................. 8
Sample Uses and Files ...................................................................................................... 9
Notes ................................................................................................................................ 10
Vista Plus Encryption ............................................................................................................. 11
Vista Plus Temporary File Use ............................................................................................... 12
The Warehouse Parameters Temporary Directory...................................................... 12
The TMP/TMPDIR Temporary Directory ......................................................................... 13
The .locks Subdirectory .................................................................................................. 13
Report Warehouse Folder and File Structure ..................................................................... 14
The server.debug.log Message File .................................................................................... 17
Circular Logging ............................................................................................................. 17
External Password Authorization ......................................................................................... 19
About the Sample Authorization Module.................................................................... 20
Building the Sample Code ............................................................................................ 21
Installing a Plug-in Security Module .............................................................................. 22
Using the Sample Module ............................................................................................. 22
Making a Custom Authorization Module..................................................................... 22
The Migration Process........................................................................................................... 24
The Migration Process .................................................................................................... 24
Offline Volume Structure................................................................................................ 25
VMTransports Temporary Files ...................................................................................... 26
Font Support in Web View When Using Xvfb ..................................................................... 28
Using Vista Plus Utilities .......................................................................................................... 29
The check_gens Utility.................................................................................................... 29
The del_gens Utility ......................................................................................................... 31
Adding Index Values to the Database .............................................................................. 34
Space Considerations.................................................................................................... 35
convert_gens Command Format................................................................................. 36
Table of Contents
ii
Introduction
This document discusses some technical aspects of certain Vista Plus functions. It covers
these topics:
File format for importing user, group, and link information with the vadmin
ImportFileInfo command
Using the DSExporter command to export user data from an Active Directory or
LDAP database so it can be imported in to Vista Plus
Report warehouse folder and file structure, including rendition files created by
epurposing
Notes about font support when using Web View in the Xvfb environment
Using convert_gens to add index values from the report warehouse to the Vista Plus
database
Using revert_gens to remove index values from the Vista Plus database if desired
Topics related to tuning Vista Plus configuration and related settings to improve
performance and avoid certain types of errors. These include:
This information is presented in an addendum rather than in the Vista Plus Server
Administration Guide due to its technical nature and because it is probably of interest to
only a small percentage of Vista Plus users.
Based on the information in the text file, ImportFileInfo builds a batch file of the
appropriate vadmin commands, then submits it. The optional ptype and password
parameters determine whether users created by ImportFileInfo use passwords found in
the text file or are assigned different passwords. See the section Passwords and
ImportFileInfo, below.
Tip
The vadmin executable must exist in the current working directory where
you enter the ImportFileInfo command. This is true even if the vadmin
installation directory is included in your PATH statement.
The key to using ImportFileInfo successfully is the format of the data in the text file. A
single text file can contain all three types of records to updateusers, groups, and user
membership in groupsand all three actionsadding, modifying, and deleting. The file
format is as follows:
Each line consists of a number of fields; fields are delimited by the vertical bar
character ( | ). The number of fields depends on the type of recorduser, group, or
linkbeing updated.
The first field of the line determines the type of record to update:
0 = user
1 = group
2 = user-group link
The second field of the line determines the type of action to take:
The rest of the line contains the information to add, modify, or delete.
*: Allowable values for the field are shown in parentheses; enter only the value.
If you include ptype on the command line, any passwords in the file are ignored. See
Passwords and ImportFileInfo on page 4.
Blank spaces in data fields are significant; they are not ignored. Do not include a space
at the beginning or end of a field unless you want that space included when the data
is added to Vista Plus. For example, entering a user name as | Chris| is not the
same as |Chris|.
Not all data is required; required fields for each action are the same as for the
corresponding vadmin command. For example, a line which is adding a group must
start with 1|0 and include a group name and home folder; the other fields are
optional (but see the next item). See the Vista Plus Server Administration Guide for
descriptions of each field and which fields are required.
If you leave one or more fields out, you must include the correct number of vertical
bars as placeholders, even if the omitted fields are at the end of a line. There must be
one | character for each field, including blank fields. For example, to add the group
Writers with a Home folder of Marketing and a start date of 12/01/05, but no
description, default printer definition, or end date:
1|0|Writers||Marketing||12/01/05||
The two vertical bars between Writers and Marketing cause Marketing to be
treated properly as the Home folder rather than the description; the two vertical bars
after Marketing indicate the default printer definition is left blank, and the two
vertical bars at the end indicate the end date is blank. A group line contains eight
fields, including the 1 which marks it as a group record; the sample line includes eight
| characters, as it must.
The order of the records in the file does not matter. The groups are
added/deleted/modified first, then the user records, then the user-group links.
You can include comment lines in the file. Start each comment line with a pound sign
(#).
You can include blank lines in the file; they are ignored.
Notes
If a user or group record specifies a Home folder which doesnt exist, the folder is
created as a subfolder of the MAIN folder.
All groups included in either user or link records must either already exist or must be
created by a group record line in the same file. A group can be added only with a
group (type 1) line.
If you attempt to perform an add (action type 0) and the record already exists, no
action is performed. The existing record is not updated with new information. You
must use an update (action type 1) to update an existing record.
common: Gives all users the password you specify using the password parameter. You
must include password with this setting.
random: If used without password, sets each password to the user name followed by
a five-digit random number. If you include password, sets each password to the
password entry followed by a five-digit random number. (If you set password to
nullpassword=the password is just the random number.) When you use
random, vadmin creates a text file called random.out which lists the user names and
the randomly-generated passwords.
For example, to set all passwords to the word new followed by a five-digit random
number:
vadmin c=ifi file=file.txt ptype=random password=new
When you use random, users will not be able to log in to Vista Plus until an Administrator
tells them what their new passwords are, since each user will have a different random
number at the end of his or her password. Using common or username will let users log
in, but does not provide much security.
If you do not include ptype, ImportFileInfo uses any passwords found in the text file. If
there are no passwords in the text file, the users are created without passwords.
Including password without ptype has no effect; ImportFileInfo still uses passwords
from the text file, if there are any.
Note
Important! The ptype and password options are applied both to new users
being added and to existing users being modified by ImportFileInfo, and
override any passwords contained in the source text file. Be careful not to
inadvertently change passwords for existing users.
User name
Full name
Description
E-mail address
Group memberships
If a user belongs to only one group, that group becomes his or her primary group when
imported into Vista Plus. If a user belongs to more than one group, all groups are added as
secondary groups; the user will not have a primary group when imported into Vista Plus
unless you take further action, as described below.
All Vista Plus users must have either a home folder or a primary group. There are no
home folders in LDAP, and if a user belongs to multiple LDAP groups, DSExporter
has no way of knowing which should be the primary group in Vista Plus.
All Vista Plus groups must have home folders. There are no folders for groups in
LDAP.
Because this information does not exist in LDAP, but is required in Vista Plus, DSExporter
includes features to add a default primary group for each user and a home folder for each
group to the created text file, as described in the next section. This ensures that the text file
contains at least the minimum information required to create valid users and groups in
Vista Plus.
Additionally, DSExporter cannot copy user passwords from LDAP, as they are encrypted.
If desired, you can use an ImportFileInfo option to set passwords for each user during
import. However, if the Vista Plus users will be using either operating system passwords
or their LDAP passwords (through the LDAP Authentication module) to log in to Vista
Plus, there is no need to create Vista Plus passwords for them.
Note
You can also type each users password into the text file before importing the
information into Vista Plus, but this is rarely practical, and would be a
security risk as the passwords would have to be entered in plain text.
Description
a=v|u|x|a|n
Sets the authorization method for all users in the output file:
v = Vista Plus passwords. This is the default.
u = User-provided authorization. Use this method if you want to
use the LDAP authentication module on a UNIX server host.
x = Unix passwords.
n = Windows passwords. Use this method if you want to use
LDAP passwords on a Windows server host.
a = Any authorization method.
Authorization methods are described in the Vista Plus Server
Administration Guide.
c=y|n
f=folder
Sets the home folder for all groups in the output file to folder. If you
don't use this option, all Home folders are set to HOME_FOLDER.
g=group
Sets the default primary group for users in the output file to group.
This is used for all users except those who belong to exactly one
group in the LDAP database. If you leave out this option, the default
primary group is PRIMARY_GROUP.
x=file
Sets the output file. You can enter a full path or just a file name. The
default output file is DSExporter.txt in the directory where you run
DSExporter. If the file already exists, the information is appended to
it; if it doesn't exist, it is created. If you include a path, the directory
must already exist.
Setting the correct home folder for each group being created.
Setting the correct home folder for users who should have one.
Setting the correct primary group for users who were in more than one LDAP group.
Adding any other available data. It may be easier to add this data to the text file before
import rather than editing the groups or users in Vista Plus.
For a description of how to use vadmin ImportFileInfo and the information you can
import with it, see ImportFileInfo File Format on page 2.
If you prepend a file containing PCL codes to a captured text report, the
captured report file is changed to a PCL file.
1B 45 1B 26 6B 32 47
PCL Representation:
If you created this file and saved it in the prefiles subdirectory as, for example, unixterm,
you could prepend it to any captured UNIX text file to allow it to print properly on a PCL
printer.
Note
The NORMALIZE flag in the server.cfg file can also correct problems with
remote printing UNIX text files. See the Vista Plus Server Administration Guide.
This flag does not affect local printing or displaying reports with a Vista Plus
client.
1B 45 1B 28 38 55 1B 28
73 34 30 39 39 54
PCL Representation:
Esc E Esc (
Hex Representation:
1B 26 6C 31 4F 1B
PCL Representation:
Esc &
Hex Representation:
1B 26 6C 36 36 46 1B 28 73 31 36 2E 35 30 48
PCL Representation:
Esc &
U Esc (
26 6C 38 44 1B 26 6C 35 45
O Esc &
F Esc (
Esc & l
Notes
10
The first character in any PCL prepend file should be the PCL reset sequence:
<Esc>E.
You can use a binary editor to create files containing PCL codes. You enter the
hexadecimal representation of each PCL code.
The x option may not work on all PCL files. Some PCL files, particularly those
generated by Windows applications, contain PJL header lines. These PJL header lines
will prevent the prepended PCL file from having any effect.
Vista Plus attempts to remove any initial CR/LF characters and the PCL reset
sequence from a report when a prepend file is being used. If a reset character follows
non-CR/LF characters in a PCL report, the prepended PCL file will most likely be
ignored.
The original file captured into Vista Plus is never modified by the capture process;
however, the prepend file is added to the copy of the original file kept in the Vista Plus
warehouse (the .v file). This allows you to remote print the report using the PCL
attributes in the prepend file.
If the prepend file you include with x doesnt exist, an error message is logged in the
Vista Plus server log and returned to the rcapture command or other capture tool
being used.
A users name and password are always encrypted when they are sent to the
server during login. This is not affected by the encryption flags.
Note
The encryption flag for Web View affects information only when it is being
sent between the Vista Plus server and the Web server where Web View is
installed. Whether or not data is encrypted between the Web server and the
users workstation is controlled by the Web server, not by Vista Plus.
11
The temporary directory set during installation and stored in warehouse parameters.
The directory named by the TMP (Windows) or TMPDIR (UNIX) statement in the
server.cfg file. If server.cfg does not have this statement, Vista Plus uses the directory set
by the equivalent system environment variableTMP or TMPDIR.
pid refers to the process ID on a UNIX server or the thread ID on a Windows server.
nnn indicates a numeric file name from 1 65535. These file names are assigned
sequentially by the operating system, not by Vista Plus.
GenID and RepID are the generation ID and the report ID, respectively.
12
File Name
Process
Description
temp_pid
bundle_print.pid
Bundle printing
nnn
Capture
OLTGenID\GenGenID
OLTGenID\RepRepID
Client-requested
archiving
_VISTA_seconds.dat
dircapture
vista_tempRepID_pid
Extracting a subreport
during search
nnn
Index creation
lm_ip.out, lm_sem.out
Lock manager
initialization
File Name
Process
Description
report.000
Printing
vista_print.pid
Printing
vista_mail.pid
tempRepID.pid
Search
nnn
Search
_VISTA_time.cfg
Updating capture
configuration file
vistaportsessionnnn
Session management
Process
Description
VVSRnnn
vadmin gsr
SCHnnn
Repository search
vmt_n\GenID (n is
assigned by the
operating system)
VMTransport
vmt_n\VolID (n is
assigned by the
operating system)
VMTransport
Process
Description
GenID.act
13
Directly beneath the root path, there is a subdirectory called whnnnn. nnnn is the port
number for the warehouse. For example, if the warehouse uses the default port of
7980, the subdirectory is wh7980.
14
The Gnnn subdirectory contains all the files for the report generation. This directory
will contain some combination of these files (* in the file name is the sequence number
of the generation):
File
Description
Notes
*.v
*.i###
Index files
*.p###
Page security
*.p
Page security
*.pidx
Note
When you re-index a generation, its page securities are re-created based
on the new index values. If you re-index a report or generation using
Vista Plus 5.5.1 or later, its page securities are moved from *.p### files to
the *.p and *.pidx files for the generation. (If you only re-index one index,
only pages securities that use that index are moved.)
*.o
Object file
*.t
Text file
*.b
Bitmaps
Contains all bitmap images for the generation; the *.o file
contains instructions for placing the bitmaps on the
page.
*.img
GIF files
*.Z
If you use epurposing, the Gnnn directory can contain these additional files and/or
subdirectories (* in the file name is the sequence number of the generation):
15
Directory or File
Description
Notes
frame
id
PDF file
*.txt
Text file
*.html
HTML file
*_o###.gif
GIF file
*Page###.html
*toc.html
*Imagepage-xxx.gif
Image file
Note
16
For a rendition of the full generation, all html or pdf files are found in the
generation directory or its frame subdirectory; for renditions based on a page
security, they are found in the subdirectory for the page security or its frame
subdirectory. For page securities which Grant access to all pages, renditions
are placed in the generation directory, not in a separate subdirectory.
OFF Logs messages of level Warning, Error, and Fatal. server.debug.log always
records these messages.
During normal operation, most installations leave LOGGING set to OFF. You would want
to set it to VERBOSE in these situations:
Before upgrading your version of Vista Plus. It can be very useful to have detailed
logging information in case of any problems during the upgrade.
If you are having any problems with Vista Plus, especially intermittent problems
whose cause is not apparent.
Circular Logging
The server.debug.log file can grow quicklyvery quickly if LOGGING is set to VERBOSE
and, if you do not regularly clear it, can eventually consume a great deal of disk space. To
avoid this, you can use the server.cfg statement CIRCULAR_DEBUG=size. Size is the
maximum size, in bytes, of server.debug.log. When server.debug.log reaches this size, it will
begin overwriting the oldest entries.
Once server.debug.log has filled up and is overwriting old entries with new ones, there is a
wrap point somewhere in the middle of the file: the place immediately following the
newest message where the next message will be written. Since messages are not all the
same length, this point may be in the middle of a line, with the newest message followed
by the end of the oldest message. The wrap point is marked by a | character.
Here are some other characteristics of circular logging:
The CIRCULAR_DEBUG size limit is not exact. When full-grown, the file will exceed
this limit by one line (probably around 70-100 bytes).
17
18
You can change the CIRCULAR_DEBUG setting at any time; to make the change take
effect you must stop and restart the Vista Plus server, as described in the Vista Plus
Server Administration Guide.
While some users may use external authentication while other users use a
different type; all users who use external authentication must use the same
authentication routine. You cannot set different external routines for different
users.
On both UNIX and Windows servers, this routine should be a dll file. The file must:
Accept the user name and password passed to it by the Vista Plus server software.
Validate the user name and password, then return to the Vista Plus server a Boolean
value of True if the user should be allowed to log in, or False if the login request
should be refused. It can validate the name and password entries itself, or pass them
on to a third-party security application for the actual authentication.
On request, Vista Plus technical support can send you a sample authorization module.
You can then use this sample as a basis for your own routine. We recommend you use
these steps when creating an authorization module:
1.
2.
3.
Test the sample authorization module and familiarize yourself with the code.
4.
19
Tip
The sample module is written in C. You must use this code, modified as
described below, as the interface between Vista Plus and your authentication
routine. If you pass the user information on to another routine, it can be
written in any language.
authorization.c
AuthSample.cpp
DLL.h
Include files
UserAuth.h
Make files
20
AuthSample.dsp
Makefile.SunOS
Makefile.AIX
Makefile.HP-UX
This creates the intermediate file authorization.o and the final file AuthSample.dll in the
sample directory.
The makefiles support three different targets:
clean Deletes any existing AuthSample.dll and authorization.o files; does not create
new ones.
new Deletes any existing AuthSample.dll and authorization.o files; compiles source
files to create new AuthSample.dll and authorization.o.
all If the source files have changed, deletes any existing AuthSample.dll and
authorization.o files; compiles source files to create new AuthSample.dll and
authorization.o. This is the default.
To use one of these targets, add it at the end of the make command. For example:
make -f Makefile.HP-UX new
2.
3.
When finished, the result will be one of the following, depending on your choice in step 2:
21
Place the dll fileAuthSample.dll for the sample modulein the desired directory.
This can be any directory; the bin subdirectory of the Vista Plus server installation
directory is often a good choice. For example, on a Windows server using the default
installation directory, the file would go in c:\Program Files\Open Text\Vista Plus\Vista
Plus Server\bin.
2.
Add a line to server.cfg that points to the new module. In the above example, it would
be:
AUTHENTICATOR=C:\Program Files\Open Text\Vista Plus\Vista Plus
Server\bin\AuthSample.dll
3.
If your server runs Windows, stop and restart the Vista Plus Server service. On a
UNIX server, stop and restart the Vista Plus server process.
Vista Plus will now use the authentication module for any user with User Supplied
Authorization Method selected in the user record.
Warning
To protect Vista Plus security when using a custom module, make sure only
authorized users can change or install the authorization module. Specifically,
make sure:
The server.cfg file is protected against modification, to prevent anyone from
changing the AUTHENTICATOR statement to point to a different
module.
Your authorization module is protected against modification and
replacement.
22
Stronger security
To create your own authorization module, insert your validation code where indicated in
the sample. This code may validate the entries itself, or it may pass the name and
password on to a separate security program. If it passes the information on to another
program, it must also accept a returned Boolean value and pass that value back to Vista
Plus.
After compiling, be sure to test your module thoroughly; any mistakes or holes in your
code could give unauthorized users access to any or all Vista Plus features and
information. How to install your module so Vista Plus uses it is described in Installing a
Plug-in Security Module on page 22.
23
24
File Name
Contains
CompressGens.lis
Generations to compress
migrate_devID.lis
migrate_volID.lis
DeleteOnline.lis
DeleteRestored.lis
DeleteOffline.lis
File Name
Contains
DatabaseDelete.lis
restore.lis
VMIdentify creates a particular lis file only if it finds generations to perform that action
for.
VMTransport reads each lis file to see what generations each action should be performed
for, and performs the actions: compressing generations, moving the generations marked
for migration to the specified disk or tape, and so on. During this process, it creates
temporary files as needed; see VMTransports Temporary Files on page 26. It also
updates the Vista Plus database, noting the new location of each offline generation and
removing information about deleted generations. It processes the lis files in the order
given above; if there are multiple files of a typefor example, migrate_vol50 and
migrate_vol51it processes them in order by device or volume number.
Note
While the lis files are generally created by VMIdentify, they do not have to
be. VMTransport will read any text file with the correct name and containing
a list of generations. This means you can, if there is a need to, create a list of
files for VMTransport by hand.
Note
When restoring a generation, the generation file must be on the same offline
volume it was migrated to. If the file has been moved to another volumefor
example, by an archiving program outside Vista PlusVMTransport will not
be able to find it and restore the generation.
id is the ID of the generation being archived. For example, when you migrate generation
4242 on a UNIX host, it creates Gen4242.tar.z in the root path of the offline volume.
Offline volumes do not contain a directory structure similar to that used in online
volumes of the report warehouse; all files are created in the root path. See page 14 for a
description of the directory structure of online volumes.
Note
25
In this section, GID always indicates the generation ID and RID always
indicates the report ID.
1.
First, VMTransport compresses all of the files in the generation directory into a single
file, also in the generation directory, called GID.zip.
2.
3.
Next, it copies the GID.zip file from step 1 into the vmt_n\GenGID directory.
4.
5.
If the generation is being migrated to on offline tape volume, the GenGID.zip file is
copied to another subdirectory of the temporary directory, called vmt_n\VolID, where
VolID is the volume ID of the destination volume. All of the generations being
migrated to the volume are then copied to it from vmt_n\VolID, in one operation.
For example, for generation 789, belonging to report 321, VMTransport would create
these files:
It then copies Gen789.zip is then copied directly to an offline disk volume, or to the
vmt_n\VolID temporary directory for an offline tape volume.
26
Note
For the compress migration action, VMTransport only performs step 1 of this
process. It compresses all of the files in the generation directory into a single
file, but it does not take any information from the database.
During a restore, the process is reversed; the generations compressed archive file is
copied from the offline volume to the temporary subdirectory, where it is uncompressed
and the uncompressed files are copied back to the report warehouse.
All temporary directories and files created by VMTransport are removed when the
current processing option is complete for all generations.
Note
VMTransport does not create any temporary files when moving a generation
from one online volume to another online volume. It merely moves the
generation files directly to the destination volume.
Both VMIdentify and VMTransport create the file VMITsync.lck in the server home
directory when they begin running, and delete it when they finish. While this file
exists, you cannot start either VMIdentify or VMTransportthis keeps you from
running both programs at the same time, or running two instances of either one. If a
problem occurs and VMIdentify or VMTransport is interrupted, you may need to
delete this file by hand.
27
28
Generation files and directories in the report warehouse that dont have
corresponding records in the database.
Mismatches between the compression flag in the database and the generation files in
the report warehouse.
Generation files which are incorrectly in the top-level directory of the report
warehouse.
Index files in the report warehouse without corresponding entries in the database.
You can run check_gens just to report on these conditions, without making any changes,
or add options to correct some or all of them, as described below.
Note
In general, you should use check_gens only when recommended by, and
under the supervision of, Vista Plus Technical Support.
Fix compression flags so they accurately reflect the state of the generation files in the
report warehouse.
-D
-e
-g
Remove report warehouse files for generations without records in the database.
-h
-i
-n
Retrieve size generation records from the database at one time. If you do not include
this parameter, the number of records retrieved at once is set by the
VMIDENTIFY_CHUNKSIZE statement in server.cfg.
29
Option Meaning
-P
Check only generations in the directory specified by path. Path must be the
complete path to a directory in the report warehouse. This lets you run check_gens
for a single generation or only certain generations. If you have multiple online
volumes, be sure to enter the path for the correct one. The directory structure of the
report warehouse is described on page 14.
-p
If any generation files are stored in the top-level directory of the report warehouse,
move them to the correct directory.
-s
-v
To run check_gens
Warning
Before starting this process, make sure VMTransport is not running. If it is,
wait for it to finish before stopping the Vista Plus server.
1.
If the Vista Plus server is running on UNIX, make sure you are logged in as the user
who owns Vista Plus. On a Windows host, open a DOS command window.
2.
3.
Stop the Vista Plus server. This disconnects any clients and stops any capture or
migration processes that are running:
On UNIX:
On Windows:
./vista_service t
vista_service t
4.
Open the server.cfg file and change the LOGGING setting to VERBOSE. Save the
change and close the file.
5.
Run check_gens in scan mode; this looks for possible problems in the generation
table:
On UNIX:
On Windows:
./check_gens
check_gens
30
7.
If there are errors in the log files, you can run check_gens again, using one or more of
the repair options:
Error Type
Option to Use
check_gens g
check_gens p
check_gens c
check_gens i
check_gens e
Note
8.
Important! If you have any questions or concerns about the contents of the
check_gens log files e-mail a copy to technical support for review before
using any of the repair options.
After finishing with check_gens, be sure to change LOGGING back to its usual
setting in server.cfg, then restart the Vista Plus server:
On UNIX:
On Windows:
./vista_service s
vista_service s
In general, you should use del_gens only when recommended by, and under
the supervision of, Vista Plus Technical Support.
31
Meaning
-d
-D
-g
-h
-n
-o
Remove generations that have no report; this option checks both online and offline
generations
-v
-z
To run del_gens
Warning
Before starting this process, make sure VMTransport is not running. If it is,
wait for it to finish before stopping the Vista Plus server.
1.
If the Vista Plus server is running on UNIX, make sure you are logged in as the user
who owns Vista Plus. On a Windows host, open a DOS command window.
2.
3.
Stop the Vista Plus server; this disconnects any clients and stops any capture or
migration processes that are running:
On UNIX:
On Windows:
./vista_service t
vista_service t
4.
Open the server.cfg file and change the LOGGING setting to VERBOSE. Save the
change and close the file.
5.
First, run del_gens in display-only mode to see what generations may need to be
deleted:
del_gens -d [-o]
Include -o if you want to look for orphaned generations (ones whose report does not
exist in the database) rather than for generations that dont have files in the report
warehouse.
32
6.
After reviewing the results of del_gens -d, you can run one of these commands to
delete unneeded generation records:
To remove the database records for generations that do not have files in the
report warehouse:
del_gens [-g startID] [-z endID]
7.
After finishing with del_gens, be sure to change LOGGING back to its usual setting
in server.cfg, then restart the Vista Plus server:
On UNIX:
On Windows:
./vista_service s
vista_service s
Tip
del_gens -o deletes only the database record for orphaned generations. There
could be files for those generations left in the report warehouse. We
recommend you run check_gens to look for this and delete any unneeded
files.
33
34
In most cases, if you are going to add index values to the database,
StoreIndexValuesInDB should either not be present in server.cfg, or should be
set to 1. If it is present and set to 0, index entries for newly captured
generations are not written to the database. The database would contain
entries only for the generations you converted with convert_gens and not for
others, which could mean that global index or multi-generation searches
would miss some matches.
Space Considerations
Adding index values to the Vista Plus database increases the size of the database.
However, in the long term, it may either increase or decrease the total space used by Vista
Plus.
The amount of space needed in the database depends on the number, type, and size of the
defined indexes and the number of generations you are converting. You can estimate the
exact amount of extra space running convert_gens will use by calculating the total size of
all the index files for the generations youre converting. These files are in the Vista Plus
report warehouse and have a .i extension. In most cases, the amount of data added to the
database is approximately twice the total size of all the .i files. (In addition to the actual
index values, convert_gens creates a key structure to speed searching, thus requiring the
extra space.) For text (as opposed to numeric) indexes, the requirements could be even
higher, up to three times the .i file size; short text indexes use relatively more space than
longer ones.
If you want to see how much space the .i files use so you can calculate how much space
convert_gens will use, you can add the size of the .i files for all of the generations you will
be converting. However, if any of those generations are compressed, the .i files are
contained in the compressed generation file. In that case, to estimate the total size of the .i
files, you could open a typical generation (which uncompresses its files), see the size of its
.i files, then multiply that by the number of generations.
Despite this size increase in the database, storing index values in the database could
decrease total Vista Plus disk space usage by decreasing the space needed for the report
warehouse. It does this in two ways:
With index values in the database, Vista Plus does not have to uncompress each
generation when you do a generation search or a global index search. A generation is
only uncompressed if you select and open it from the list of search results.
With index values in the database, you can search offline generations. This may let
you move generations offline sooner, freeing space in the online volumes.
Whether the space saved in the report warehouse offsets the additional space required in
the database depends on your specific circumstances.
35
Meaning
-c
Convert the generations listed in the GensToConvert.txt file. Use after -l.
-d
List only generations captured in the last zzz days. Do not include older
generations. Works only with -l.
-h
-l
List generations selected for conversion in the file GensToConvert.txt. Do not write
index values to the database.
-n
List only the most recent xxx generations for each report. Do not include older
generations. Works only with -l.
Note
If you want to stop convert_gens while it is running, press one of these keys:
p to pause the process but not exit the program.
r to resume after pausing.
x to cancel. Any values already added to the database remain there. A
message tells you how many generations have been converted.
These options are available only while index values are being written to the
database, not while convert_gens is compiling the list of generations to
convert. This means they have no effect if you included the -l option.
Running convert_gens
There are two ways to use convert_gens: you can use one command to convert all existing
online generations, or you can first create a list of the generations to convert, optionally
limited by date or number of narrations per report, then convert the listed generations
using a second command.
Tip
You may want to run del_gens before convert_gens to check for missing
generation files. convert_gens cannot convert a generation which is in the
Vista Plus database but does not have files in the report warehouse. If it finds
one, it writes an error to server.debug.log.
If the Vista Plus server is running on UNIX, make sure you are logged in as the user
who owns Vista Plus. On a Windows host, open a DOS command window.
2.
3.
Tip
36
4.
convert_gens displays a message warning that its about to make database changes
and asks if you want to continue. Type y and press Enter to continue or just press
Enter to exit the program without converting any generations.
The conversion may take a considerable time, depending on the number of
generations. You can use the p, r, and x options while it is running, as described
above. When convert_gens finishes, it tells you how many generations were
converted.
Note
Important! Do not run two instances of convert_gens at the same time. This is
not supported.
Tip
1.
If the Vista Plus server is running on UNIX, make sure you are logged in as the user
who owns Vista Plus. On a Windows host, open a DOS command window.
2.
3.
To read the list from the file and perform the conversion, type this command:
convert_gens -c
5.
convert_gens displays a message warning that its about to make database changes
and asks if you want to continue. Type y and press Enter to continue or just press
Enter to exit the program without converting any generations.
The conversion may take a considerable time, depending on the number of
generations. You can use the p, r, and x options while it is running, as described
above. When convert_gens finishes, it tells you how many generations were
converted.
Note
Important! Do not run two instances of convert_gens at the same time. This is
not supported.
37
After you use revert_gens, you or your database administrator will need to perform
further actions to reclaim the space that had been used by the database index entries. How
to reclaim the space is described after the revert_gens command description.
revert_gens removes index entries only from the Vista Plus database. The index entries in
the report warehouse are not affected. As long as the IndexSearchMethod parameter in
server.cfg is set to either file or auto, all index searches will continue to work after you
run revert_gens.
38
Meaning
-c
Revert the generations listed in the GensToRevert.txt file. Use after -l.
-d
List only generations captured in the last xxx days. Do not include older
generations. Works only with -l.
-h
-l
List generations selected for conversion in the file GensToRevert.txt. Do not write
index values to the database.
-n
List only the most recent zzz generations for each report. Do not include older
generations. Works only with -l.
Using revert_gens
Tip
In almost all cases, before you use revert_gens, you should make sure the
server.cfg property StoreIndexValuesInDB is set to 0. If it isnt, index values
will continue being added to the database for new generations and
generations that are re-indexed.
Run it without the -l option to find and immediately revert all generations that have
index entries in the database.
Run it first with the -l option to create a list of generations that need to be reverted,
then run it with the -c option to remove the index entries from the database. With this
method, you can use the -d or -n option to limit the generations affected.
revert_gens
Removes all index entries for all generations from the database.
revert_gens -l
Lists all generations which have index entries in the database. The list is in the file
GenstoRevert.txt.
revert_gens -l -n10
Creates a list in GensToRevert.txt of generations with index entries in the database. The
list include only the most recent ten generations for any report. If a report has more
than ten online generations, older generations are not listed.
revert_gens -c
Removes from the database the index entries for the generations listed in
GensToRevert.txt.
Note
If you want to stop revert_gens while it is running, press one of these keys:
p to pause the process but not exit the program.
r to resume after pausing.
x to cancel. Any values already removed from the database remain
deleted. A message tells you how many generations have been reverted.
These options are available only while index values are being deleted from
the database, not while revert_gens is compiling the list of generations to
revert. This means they have no effect if you include the -l option.
39
Name is the name of any MySQL user with permission to read and write the Vista
Plus database. Password is the password for that user.
2.
This optimizes all Vista Plus index tables. This could include some tables which were
not affected by the revert_gens command, and therefore have no space to be
reclaimed. Optimizing these tables does not do any harm. However, if you want to
optimize only the tables affected by revert_gens, you would need to look at the list of
affected generations, determine which reports those generations belong to, and see
what indexes are defined in those reports. You could then look in the index definition
table to see the table names for each index and optimize only those tables. It is
generally easier to optimize all the index tables.
40
If innodb_file_per_table is not set to 1, the only way to make the space available is
to dump all the data from the ibdata file, delete the file, then create a new file and restore
the data to it. Follow this procedure:
1.
2.
4.
Remove all the existing tablespace files, including the ibdata and ib_log files. If you
want to keep a backup copy of the information, copy all the ib* files to another
location before the removing the files in your MySQL installation.
5.
6.
7.
8.
9.
41
42
The type of connection used is set for each server by the vadmin
ModifyWarehouseConfig commands ctype parameter. You can set ctype to one of three
values:
u for user-selectable
The default is for persistent connections for compatibility with previous Vista Plus
releases. However, short-lived connections are generally more efficient and result in the
best overall client-server performance. If conserving server resources is not an issue, you
can use persistent connections, which may reduce response time for individual clients. If
ctype is set to user-selectable, individual users can select short-lived or persistent
connections when they log on using the Windows Client or Web View. Other clients
vadmin, Server Admin, and capture clientsuse persistent connections.
When using short-lived connections you can set the amount of time before a connection is
shut down using the ModifyWarehouseConfig ctimeout option. ctimeout specifies a
number of seconds from 1-30; if a short-lived connection has no activity for this long, it is
shut down and has to be re-opened the next time the client communicates with the server.
This means that connections that are in constant communication with the serverfor
example, when a file is being sent to the server to be capturedare not shut down and reopened between every packet of data. Instead, they stay open until there is a period of
time with no data being sent. For best performance, we recommend setting ctimeout to
one or two seconds; client performance can degrade if it is much higher than that,
especially at large installations. Setting a longer time-out value reduces the benefits of
short-lived connections, as it leaves more connections open for longer periods of time; if
you have a high time-out value you may need to increase the
MAX_WORKER_PROCESSES setting to allow more concurrent client connections (see
the next section).
Note
Server Processes
Note
The Vista Plus server is made up of many different pieces of software. When the server
is started, what actually starts is a process called the Server Pool Monitor. This Monitor
spawns child tasks as needed to handle communication between the Vista Plus server and
clients. These child tasks are called Worker Processes. The Worker Processes accept
information and requests from the clients and handle all communication with the clients.
43
As needed, they pass on requests to Service Processes, which perform server functions such
as report capture, indexing, and so on.
Each Worker Process handles communication with one client process at one time. If you
are using persistent client connections, the maximum number of Worker Processes limits
the number of users who can connect to the server at one time. If you use short-lived
connections (see the previous section), more users can be active, since not all users will
actually have a connection open with the server at any one time.
When a client requests a connection with a Service Process, the request is placed in the
connection queue. If there is no Worker Process available, the request waits until one is
available. If no Worker Process becomes available before a certain time has elapsedyou
can set the time periodthe server tells the client it cannot make the connection.
In the server.cfg file, you can set these values that affect how many connections are
available and how they are handled:
44
Before being placed in the Vista Plus connection queue, the client request is
processed by an operating system queue. This queue has a fixed size which is
out of the control of Vista Plus. On the AIX operating system, this initial
queue can contain only ten requests. Therefore, you may want to make the
Vista Plus connection queue larger on AIX systems, to prevent the operating
system queue from filling up due to a lack of space in the Vista Plus queue.
Obviously, the interactions between these settings and exactly how they affect your
system performance can be quite complex and depend on many factors: how much
memory and other system resources are available on the server, the number of Vista Plus
users you have, how often and for how long those users use Vista Plus and exactly what
they do while connected, and so on. In general, larger installations will want to allow
larger numbers of worker and service processes while using short-lived connections with
a low time-out setting. However, as you increase the number of simultaneous connections
accessing the Vista Plus database, the limiting factor for performance can switch from how
many users can connect to the server to how fast the server accesses information in the
database. Allowing too many connections at once may result in occasional database error
messages.
For help in adjusting these settings to increase your Vista Plus performance, please contact
customer support.
45
All of the shared memory and semaphore settings are found on Solaris. They are in
the etc/system file.
A few of these settings do not exist on HP; they are noted in the tables (with ------- )
and descriptions. The settings that do exist are found in usr/conf/master.d/core-hpux, but
are easiest to check and modify using the sam tool.
If you change any of the parameters described in the following sections, you must reboot
the server for the new setting to take effect.
Warning
The sections below discuss how these kernel parameters affect the operation
of Vista Plus. Open Text Corporation does not claim that the recommended
settings and guidelines below will work on all server hosts or in all
configurations. All recommendations and information apply only to Vista
Plus. Other software on the server host may have its own requirements for
these settings; please see the documentation for your operating system and
for any other software installed on the host for more information.
Note
Vista Plus memory and semaphore use is the same on IBM AIX as on other
versions of UNIX. However, AIX handles these areas differently; there is no
need to modify any AIX kernel settings for Vista Plus.
46
Type
Size in Bytes
Description
Warehouse
44 + (24 * number
of seats in the
license)
Type
Size in Bytes
Description
License
424 + (408 *
number of seats)
Communicatio
n
4924
Tracing
40812
Note
Vista Plus user licenses are based on the total number of users, not the
number of concurrent users. We have found allocating memory for 10,000
concurrent users on a single host to be sufficient even in large installations.
This table shows the operating system shared memory settings (all values are decimal):
etc/system Setting
Sun Maximum
Value
HP Minimum
Value
HP Maximum
Value
set shmsys:shminfo_shmmax
4,294,967,295
2048
1,073,741,824
set shmsys:shminfo_shmmin
4,294,967,295
---------
---------
set shmsys:shminfo_shmseg
32,767
shmmni
set shmsys:shminfo_shmmni
214,783,647
1024
Note
HP also has a shmem parameter. This turns shared memory on and off. It
must be set to 1 to enable shared memory. Vista Plus will not work if shared
memory is turned off.
Here are short descriptions of each setting and how they relate to Vista Plus:
shmmin The opposite of shmmax, this is the smallest allowed size of a shared
memory segment. For example, if shmmin is ten and you request a two-byte segment,
you will have problems. This is most commonly set to one; it must be one to ensure
proper Vista Plus operation. This parameter does not exist on HP.
shmseg Is the largest number of memory segments any one process can have at
once. As discussed above, each Vista Plus server needs only four memory segments.
shmmni Sets the total number of memory segments that can be allocated at once,
for all processes. Each segment has a unique identifier; shmmni tracks the total
number of identifiers. For most installations, 100 segments (this is the default for
many Solaris systems) should be more than enough.
47
Note
On Solaris, the total size of all segments cannot be more then 25% of the total
system memory. This means if you have 1 GB of RAM in your system and you
request six segments of 50 MB each, you would get no more than five of the
requested segments. This is true even if the shmmni and shmmax settings
allow more segments and segments of 50MB or larger.
Semaphore Parameters
Semaphores are basically used to make sure only one action is happening to a piece of
data at a time. This ensures two processes do not try to update the same item at the same
time. Each piece of data for a process can have a semaphore associated with it. To make
the maintenance of the semaphores easier, they are often grouped in semaphore sets. This
allows a process to carry out an action on the set, which applies it to each semaphore in
the set, instead of carrying out the action separately on each semaphore.
Vista Plus uses eleven semaphores for each warehouse on a server. Vista Plus allocates
semaphores in sets of one.
This table shows the operating system semaphore settings:
etc/system Setting
Sun Maximum
Value
HP Minimum
Value
HP Maximum Value
set semsys:seminfo_semmap
2147483647
set semsys:seminfo_semmni
65535
semmns
set semsys:seminfo_semmns
2147483647
32767
set semsys:seminfo_semmnu
2147483647
nproc 4
set semsys:seminfo_semmsl
2147483647
---------
---------
set semsys:seminfo_semopm
2147483647
---------
---------
set semsys:seminfo_semume
2147483647
smmmns
set semsys:seminfo_semusz
8 * (semume + 2)
See notes below
---------
---------
set semsys:seminfo_semvmx
2147483647
65535
set semsys:seminfo_semaem
2147483647
32767 or semvmx,
whichever is less
Here are short descriptions of each parameter and how they can affect Vista Plus
operation.
semmap When the system is first booted, one big chunk of memory is used for
semaphores. As processes request memory for semaphores, this chunk gets broken
into many smaller pieces. semmap keeps track of the available parts of this memory.
For example, we start with one big chunk:
AAAAAAAAAAAAAAAAAAAAAAAAAAA
48
Two processes request semaphores. Each process keeps track of the memory area it
has and semmap keeps track of what is free.
AAAAAAAAAAAAAAAAAAAAAAAAAAA
|
|
|
|
semmap
PID1
PID2
If PID2 releases its semaphores back to the pool it looks like this:
AAAAAAAAAAAAAAAAAAAAAAAAAAA
|
|
|
|
semmap
PID1
semmap
Since semmap is tracking two locations that are not contiguous (they dont touch each
other), it must maintain two entries, one for the first location and another for the second.
The number specified in the semmap setting is the maximum number of separate
locations semmap can keep track of. If the memory gets fragmented into more chunks
than semmap can handle, it loses track of some chunks and they are unusable until the
system is rebooted and the memory gets put back into one big chunk.
Some Solaris systems use a default of 10 for semmap. This will probably need to be
increased for Vista Plus. Remember, this is the maximum number of semaphore chunks
the system can keep track of: as processes request and release semaphores, the number of
chunks can be higher than the total number of semaphores used. With a 4.3 or later server,
especially with multiple warehouses, there can easily be more then ten chunks. (The
system is pretty good about making two neighboring chunks into one big chunk, but it
may not always be able to do this.) semmap will then not be able to track all the chunks
and will essentially lose them until the system is rebooted. This can make Vista Plus seem
to work for a while and then stop. The higher the value, the more fragmentation can be
handled.
semmni Defines how many semaphore sets can be used on the system at one time.
For example, if it is set to ten and two processes each request five semaphore sets, no
other processes will be able to get a semaphore set until one of the processes is
finished with its. Note that semmni limits the number of semaphore sets, not the
number of semaphores. Since Vista Plus allocates its semaphores in sets of one, it
needs as many semaphore sets as it does semaphores, so this setting should be the
same as semmns.
semmns Defines the total number of semaphores on the system, which determines
the amount of memory available for semaphores. Increasing this number increases the
semaphores available in two ways: not only are more semaphores allowed, but
because the size of the memory chunk is increased, the fragmentation of the chunk is
decreased and, in general, bigger segments are available. This makes it more likely for
semmap to be able to keep track of the available chunks and allocate the needed
semaphore memory when it is requested. This is the setting most likely to need
adjustment for Vista Plus, especially on servers with several warehouses installed. If
you see server.debug.log messages saying the service_daemon could not start, it could be
because semmns is too low. If you do need to raise this setting, dont set it too high as
49
this increases the system overhead needed to keep track of semaphore memory
chunks.
semmnu Defines the number of semaphore undo structures. Basically, if you are
using a semaphore to change something, but want to be able to undo the change if
something goes wrong, the undo structure records what you did and allows you to
undo it. Vista Plus does not use undo structures, so this setting has no effect on Vista
Plus.
semmsl Limits the number of semaphores one process can have. It should be less
then semmns to keep one process from taking all the semaphores on the system. No
single Vista Plus process uses more than three semaphores, so you are unlikely to
need to change this setting for Vista Plus. This parameter does not exist on HP.
semume Is the maximum number of records any single process can have in an
undo structure. Vista Plus does not use undo structures, so this setting has no effect on
Vista Plus.
semmvx Limits the maximum value of a semaphore. Never set this above 32767,
even though it is possible to do so. Lower is usually not a problem unless it is
extremely low. In most cases you dont need to adjust this value for Vista Plus.
semaem Sets the maximum value of an "adjust on exit" undo element. Vista Plus
does not use undo structures, so this setting has no effect on Vista Plus.
semusz Is the size in bytes for undo structures. This is set to 8 * (semume + 2) when
the system is booted. Vista Plus does not use undo structures, so this setting has no
effect on Vista Plus. This parameter does not exist on HP.
50
51
52
Index
Symbols
24
12, 13
B
bundles, temporary files
12
C
capturing reports
see report capture
check_gens utility
29
CIRCULAR_LOGGING
17
client-requested archiving, temporary files
12
connection type
42
timeout period
43
CONNECTION_QUEUE
44
CONNECTION_TIMEOUT
45
convert_gens utility
34
D
database size and index values
del_gens utility
dircapture temporary files
35
31
12
E
emulating printer settings using -x
encryption
and Web View
of passwords
epurposing files
error logging levels
etc/system file on Solaris
external password authorization
process
sample module
warning
15
15
14
28
8
11
11
11
15
17
46
19
19
20
19
generations
checking database for
29
deleting
31
epurposing files
15
files for each
15
group link record for ImportFileInfo
3
group record for ImportFileInfo
3
groups, adding or deleting with ImportFileInfo 2
gsr temporary files
13
H
HP-UX
kernel parameters
sam tool
usr/conf/master.d/core-hpux
46
46
46
I
ImportFileInfo
data file format
group link record
group record
user record
password parameter
ptype parameter
setting passwords
index values
adding to database
space considerations
removing from database
reclaiming space
indexing, temporary files
INITIAL_WORKER_PROCESSES
2
2
3
3
3
4
4
4
34
35
38
40
12
44
53
Index
K
kernel parameters
segment size
semaphores
shared memory
R
46
50
48
46
L
lock manager temporary files
LOGGING
12
17
M
MAX_SERVICE_PROCESSES
MAX_WORKER_PROCESSES
message logging levels
migration
.lis files
offline volume structure
VMIdentify temporary files
VMTransport
temporary files
VMTransport temporary files
44
43, 44
17
24
24
25
27
26
27
O
offline volume structure
operating system kernel parameters
25
46
P
PARSE_RENDER_IMAGE
passwords
encryption
external authorization
setting with ImportFileInfo
PCL codes, prepending with -x
performance
connection type
worker processes
persistent connections
prepending PCL codes with -x
printer settings, emulating with -x
printing, temporary files
54
15
11
19
4
8
42
42
43
42
8
8
13
report capture
temporary files
-x option
file location
samples
report warehouse
epurposing files
files
folder structure
repository search, temporary files
requirements
segment size
semaphores
shared memory
revert_gens utility
reclaiming database space
12
8
8
9
15
15
14
13
50
48
46
38
40
S
scalability
connection type
worker processes
searching, temporary files
segment size parameters
semaphore parameters
server pool monitor
server.cfg file
CIRCULAR_LOGGING
CONNECTION_QUEUE
CONNECTION_TIMEOUT
encryption flags
INITIAL_WORKER_PROCESSES
LOGGING
MAX_SERVICE_PROCESSES
MAX_WORKER_PROCESSES
PARSE_RENDER_IMAGE
temporary directory setting
temporary directory settings
TMP
TMPDIR
server.debug.log file
circular logging
service processes
shared memory parameters
short-lived connections
42
42
43
12, 13
46, 50
46, 48
43
17
44
45
11
44
17
44
43, 44
15
12
12
26
26
17
17
43, 44
46
42
Index
Solaris
etc/system file
kernel parameters
46
46
T
temporary files
.locks directory
TMP directory
TMPDIR directory
VMIdentify
VMTransport
warehouse parameters setting
TMP directory
TMPDIR directory
12
12, 13
12, 13
12, 13
27
26, 27
12
12, 13, 26
12, 13, 26
U
users
adding or deleting with ImportFileInfo
external password authorization
2
19
V
vadmin
gsr command temporary files
13
ImportFileInfo
see ImportFileInfo
ModifyWarehouseConfig
ctimeout parameter
ctype parameter
vconvert temporary files
virtual X server and Web View
VMIdentify
.lis files
temporary files
VMITsync.lck
VMTransport
offline volume structure
temporary files
VMTrsync.lck
43
43
12
28
24
24
27
27
24
25
13, 26, 27
27
W
warehouse parameters
temporary directory
Web View font support
worker processes
12
28
43, 44
X
-x option for report capture
file location
samples
Xvfb and Web View
8
8
9
28
55