Installing remote search service by using manual steps

You can install remote search service by using manual steps instead of the IBM Install Manager.

Before you begin

For SOAP: If you use SOAP, the following security and performance considerations apply:
1. Application security: If you use SOAP over a secure server, the SOAP service itself is not secure.
2. Java 2 security: If you use SOAP, you must disable Java 2 security.
Note: SOAP support for remote search services was deprecated with HCL Digital Experience Version 8.0. EJB is still supported.
For EJB: If you use EJB, complete the following security administration tasks:
1. Prepare security for remote search service in a single sign-on domain (SSO).
2. Add the signer certification of the remote search service server into the portal search server. To do this addition, proceed by the following steps:
  1. Access the WebSphere® Integrated Solutions Console of the portal search server.
  2. Click Security > SSL certificate and key management > Key stores and certificates > NodeDefaultTrustStore > Signer certificates > Retrieve from port.
    Cluster note: In a clustered environment, the path is Security > SSL certificate and key management > Key stores and certificates > CellDefaultTrustStore > Signer certificates > Retrieve from port.
  3. Enter the remote search service server host name, its HTTPS port, and an alias.
  4. Click OK.

Procedure

Copy PseLibs.zip and depending on the requirements of your environment, copy one of the two following files: WebScannerSoap.ear or WebScannerEjbEar.ear to the directory AppServer_root/installableApps.
You find these files in the following locations of your portal installation:
- The files WebScannerSoap.ear and WebScannerEjbEar.ear are in the directory PortalServer_root/prereq/prereq.webscanner/installableApps/.
- The file PseLibs.zip is located in the directory PortalServer_root/search/wp.search.libs/installableApps.
Depending on the requirements of your environment, install one of the two following applications: WebScannerEJbEar.ear or WebScannerSoap.ear on a remote server.
For example, the remote server can be server1. Proceed with the following steps:
1. Access the WebSphere® Integrated Solutions Console.
2. Click Applications > WebSphere Enterprise Application.
3. Click Install.
4. Browse and select WebScannerEjbEar.ear or WebScannerSoap.ear, depending on whether you are using EJB or web service through SOAP.
5. Click Next.
6. On the following panes, accept the default settings.
7. A message confirms that the application PSEStandalone (for EJB) or the application WebScannerEar (for SOAP) was installed successfully.
8. Click Save to Master Configuration.
9. Click Save.
Required: This step is required if you use Document Conversion Services.
1. Install remote document conversion services on the remote server.
2. Start the WebSphere® Integrated Solutions Console and select Environment > Shared Libraries. Create a new shared library that is named PSE with a class path as follows:
```
$(APP_INSTALL_ROOT)/cell_name/dcs_war.ear/dcs.war/WEB-INF/lib/convertors.jar
$(APP_INSTALL_ROOT)/cell_name/dcs_war.ear/dcs.war/WEB-INF/lib/Export.jar
$(APP_INSTALL_ROOT)/cell_name/dcs_war.ear/dcs.war/WEB-INF/lib/commons-fileupload.jar
```
  where cell_name is the WebSphere® Application Server cell name where DCS is installed.
3. Click Apply > Save > Save to save your changes.
Extract the Portal Search libraries to the remote server and add them to the class path on the remote server. To do this step, proceed as follows:
1. Create a directory with the name extract In the directory installableApps.
2. Locate PseLibs.zip in the installableApps directory and extract its content into the extract directory that you created in the previous step.
3. Open the WebSphere® Integrated Solutions Console.
4. Click Environment > Shared Libraries.
5. Create or modify the new shared library names PSE.
  When you create the library, check Use an isolated class loader for this shared library.
6. Add the libraries extract/lib to the class path by adding a line to the class path and giving the full path: AppServer_root/installableApps/extract/lib.
  AppServer_root is the profile directory of your WebSphere® Application Server installation. For example, this path can be:
```
      /usr/WebSphere/AppServer/profiles/profile_name
```
  For z/OS® this path can be:
```
     /WebSphere/VR1M0/AppServer/profiles/default
```
7. Click Apply > Save to save your changes to the configuration.
Depending on the requirements of your environment, add a reference from the application WebScannerEJbEar.ear or WebScannerSoap.ear to the shared library. To add a reference, proceed as follows:
1. Access the WebSphere® Integrated Solutions Console of the remote server.
2. Go to Websphere enterprise applications.
3. For EJB: Click the application PSEStandalone > Shared library references. For SOAP: Click the application WebScannerEar > Shared library references.
4. For EJB: On the window that opens up click the check box for PSEStandalone, then click Reference shared library. For SOAP: On the window that opens up click the check box for WebScannerEar, then click Reference shared library.
5. From the Available list, select PSE.
6. Click the appropriate arrow so that PSE displays in the Selected list.
7. Click OK > OK.
8. Save the configuration.
9. For EJB: Restart the application PSEStandalone. For SOAP: Restart the application WebScannerEar.
On the WebSphere® Integrated Solutions Console, determine the required values for configuring the portlet parameters, depending on whether you are using EJB or web service through SOAP:
- For EJB: Determine the value for the port from Servers > Server Types > WebSphere application servers > YourAppServer1 > Communications > Ports > BOOTSTRAP_ADDRESS.
- For SOAP: Determine the value for the port number for the SOAP URL parameter. The appropriate port number for the SOAP URL parameter is the port on which the application server runs. In other words, the HTTP transport on which the remote server is configured to run. Determine the correct port number from Application servers > server1 > Ports > WC_defaulthost. The WC_defaulthost value is 10014. If you did not change the default, you can use this value. Make sure that the port number that is set in the following file matches this port:
```
AppServer_root/installedApps/cell/WebScannerEar.ear/WebScannerSoap.war/
     wsdl/com/ibm/hrl/portlets/WsPSE/WebScannerLiteServerSOAPService.wsdl
```
  Replace the variables as follows:
  - AppServer_root is the profile directory of your WebSphere® Application Server installation. For example, this directory can be:
```
      /usr/WebSphere/AppServer/profiles/profile_name
```
    For z/OS® this directory can be:
```
     /WebSphere/VR1M0/AppServer/profiles/default
```
  - cell is the cell name of your remote search computer.
  - WebScannerEar.ear is the name that you gave to the Enterprise Application when you installed the WebScannerSoap.war file.
  Edit the file and look for the port that is given in the value for the SOAP address location. Example:
```
  <soap: address location="http://localhost:your_port_no/WebScannerSOAP/servlet/rpcrouter"/> .
```
  In the example, the port is your_port_no. The default value for the WC_defaulthost is 10014.

In the WebSphere® Integrated Solutions Console, from Resources > Asynchronous beans > Work managers, create a new Work manager who is named PSEWorkManager with the following attributes:


   Name:                       PSEWorkManager
   JNDI Name:                  wps/searchIndexWM
   Minimum Number of Threads:  20
   Maximum number of Threads:  60
   Growable =                  True (Ensure that the Growable check box is selected.) 
   Service Names:              Application Profiling Service, WorkArea, Security, Internationalization

Click Apply > Save to save your changes to the configuration.
Start the application:
1. Open the WebSphere® Integrated Solutions Console.
2. Click Applications > Application Types > WebSphere enterprise applications.
3. Scroll to PSEStandalone or WebScannerEar. Use the filter feature to search for these names.
4. Click the check box and click Start.
  A message confirms that the application started successfully.
This step is required only if you work with EJB on a secure server: Setting the search user ID.
Restart the WebSphere® Application Server.
In the portal server, enable CSIv2 identity assertion. To complete this step, proceed as follows:

Cluster note: In a clustered environment, complete these steps on the Deployment Manager WebSphere® Integrated Solutions Console.
1. Enable CSIv2 Identity Assertion on the outbound connection:
  1. Access the WebSphere® Integrated Solutions Console of the portal server.
  2. Go to Security > Global Security > RMI/IIOP security > CSIv2 outbound communications.
  3. Check Use identity assertion.
  4. When you are done, restart the portal server.
2. Enable CSIv2 Identity Assertion on the inbound connection:
  1. Access the WebSphere® Integrated Solutions Console of the remote server.
  2. Go to Security > Global Security > RMI/IIOP security > CSIv2 inbound communications.
  3. Check Use identity assertion.
  4. In Trusted identities, enter either an asterisk (*) or the identity of the portal server.
  5. When you are done, restart the remote server.
Back on your portal, configure Portal Search for remote search service.
Cluster note: In a clustered environment, complete this step on the primary node only.