Lotus Discovery Server 2.0 Deployment, Planning, and Integration

Book description

The Lotus Discovery Server is a knowledge server. It provides search and expertise location solutions designed to ensure that the relevant knowledge and collective experience of an organization is readily available to help individuals and teams solve everyday business problems.

In this IBM Redbooks publication we provide an in-depth discussion of the architecture and capabilities of the newest release of the Discovery Server - Discovery Server 2.0. We discuss the key aspects involved in planning for the deployment of this product, from both organizational and technical viewpoints.

We also discuss: the key elements of a solid infrastructure design to ensure scalability and reliability, development and maintenance of an enterprise taxonomy, integration of Discovery Server into your existing environment and applications, use of the Discovery Server API toolkit, and ongoing Discovery Server maintenance.

This book is appropriate for technologists and project managers who are involved with Lotus Discovery Server-related projects.

Please note that the additional material referenced in the text is not available from IBM.

Table of contents

  1. Notices
    1. Trademarks
  2. Preface
    1. The team that wrote this redbook
    2. Become a published author
    3. Comments welcome
  3. Chapter 1: Introduction to Lotus Discovery Server 2.0
    1. Essential terminology and definitions
    2. An introduction to Knowledge Management
      1. People, places, and things
      2. Knowledge Management technologies
    3. What the Lotus Discovery Server does
      1. How Discovery Server benefits your organization
    4. A first look at the Lotus Discovery Server
      1. System overview diagram
      2. A guided question and answer tour
  4. Chapter 2: The Discovery Server architecture and key components
    1. The external view of the Lotus Discovery Server
    2. Backend Discovery Server components overview
    3. The Discovery Server scheduler
      1. Scheduler handling of spider events
    4. Discovery Server queues
    5. Spiders
      1. Where is spidered information stored
      2. Web spider
      3. File system spider
      4. Notes spider
      5. Domino.Doc spider
      6. Quickplace spider
      7. Notes e-mail spider
      8. Microsoft Exchange spiders (mail and public folder)
      9. Profile source spider
      10. XML spider
      11. Repository security, and spider ACL collection
    6. Metrics
      1. Metrics processing
      2. MetricsCollection
      3. Profile synchronization
    7. K-map
      1. K-map building
      2. Categorizing documents
      3. K-map searching
      4. K-map indexing
    8. Multi-language support
    9. Thesaurus
    10. Other architectural aspects
      1. K-map editor architecture
      2. Sametime integration
  5. Chapter 3: Planning for a successful deployment
    1. Identifying the problem to solve
      1. Knowledge management doesn’t have to be scary
      2. Finding an information problem
      3. Perform a knowledge/information audit
      4. Examine your organization’s knowledge culture
      5. Discovery Server can be used in more than one way
      6. Finalize your goals
    2. Create a project plan
    3. Assemble the solution team
      1. Composition of a Discovery Server deployment team
    4. Strategies for success
      1. Read the documentation
      2. Obtain commitment
      3. Do not ignore technology integration issues
      4. Clearly establish the scope of the project
      5. Encourage the right culture
      6. Involve, train, and inform your end users
      7. Obtain the right hardware
      8. Competing projects
    5. Summary
  6. Chapter 4: Infrastructure design and system performance
    1. Discovery Server network design and distribution
      1. Primary and secondary servers
      2. NSF replication between secondary and primary servers
      3. The impact of specific Discovery Server tasks
      4. K-map building service (ATG) considerations
      5. K-map replication considerations
      6. Spider considerations
      7. Firewall considerations
      8. Network traffic considerations
      9. A sample distributed Discovery Server architecture
    2. Discovery Server data and network security
    3. Server hardware considerations
    4. OS performance tuning considerations
      1. Tuning Windows
      2. Optimizing virtual memory
      3. Tuning Windows
      4. Monitoring performance
    5. Discovery Server-specific tuning considerations
  7. Chapter 5: Installation tips and troubleshooting
    1. Pre-installation considerations
      1. Prerequisites quick checklist
    2. Upgrading versus a new install
      1. Upgrading from Discovery Server 1.x
      2. Upgrading from a beta build
    3. Installing Discovery Server 2.0 for the first time
      1. Specifying the user account for installation
      2. Setting up Discovery Server 2.0
      3. Setting up K-map replication on the primary server
      4. Secondary servers
      5. Setting K-map replication on the secondary servers
    4. How to uninstall Discovery Server
      1. What to do if unInstallShield fails
    5. Top configuration problems
      1. Common name = computer name = host name
      2. People Awareness component (Sametime) not working
      3. Cannot access the K-map editor
      4. Replication problems and conflicts
      5. Issues with profiles
      6. Problems reported in the Affinity Processing log
      7. Spidering file systems
      8. Browser-related issues
      9. KDSAdministrators group is missing important entries
      10. Cannot access the K-map
    6. Common configuration problems related to Domino security
      1. Access to the Domino Directory
      2. Server security settings are incorrectly set
      3. Cross-certification problems
    7. Additional information
  8. Chapter 6: Developing and maintaining an enterprise taxonomy
    1. Taxonomy definition and history
    2. Planning, editing, and maintaining a taxonomy
    3. Complete steps to fully utilize a taxonomy
      1. Choosing repositories
      2. K-map Builder settings
      3. Field mapping
      4. Generating your K-map and working with the K-map Editor
      5. Initial taxonomy edit
      6. Categorization
    4. New tools for your taxonomy
      1. eClassifier
      2. Taxonomy Import
    5. Conclusion
  9. Chapter 7: Metrics and affinities
    1. Metrics
      1. Definition of metrics
      2. What metrics are collected
    2. How metrics are used
      1. Document metrics
      2. Metric calculation
    3. People metrics (affinities)
      1. What affinities are
      2. How affinities are shown by Discovery Server
      3. The use of e-mail in generating affinities
      4. Affinity changes
    4. Metrics reporting
    5. Metrics backup
    6. Conclusion
  10. Chapter 8: Integrating Discovery Server into your enterprise
    1. User interface integration
      1. A simple Discovery Server search interface
      2. A simple K-map browsing interface
      3. Utilize the full K-map interface
      4. A summary of Discovery Server interface options
    2. Directory integration and single sign-on
      1. Authentication concerns
      2. Authorization concerns
      3. Other directory integration considerations
    3. Data source integration via the XML spider
      1. What is XML
      2. How to use the XML spider
      3. How the XML spider works (1/3)
      4. How the XML spider works (2/3)
      5. How the XML spider works (3/3)
    4. Integration using Discovery Server programming interfaces
      1. The Lotus Discovery Server API Toolkit
      2. An alternative API - XML output from the UI servlets (1/3)
      3. An alternative API - XML output from the UI servlets (2/3)
      4. An alternative API - XML output from the UI servlets (3/3)
    5. Complementary products
      1. IBM WebSphere Portal Family
      2. IBM Lotus Extended Search
      3. IBM Lotus Sametime
      4. IBM Lotus Quickplace
      5. IBM Lotus Domino.Doc
      6. IBM Discovery Server Everyplace
      7. eClassifier
      8. Atomica
      9. Kamoon
  11. Chapter 9: Maintaining a Discovery Server environment
    1. Server recovery and troubleshooting
      1. Always read the release notes first
      2. Why you need a Server Recovery Plan
      3. Dealing with conflicts of interest
      4. Types of crashes
      5. Using Windows tools to diagnose a problem
      6. Capturing crash information (1/2)
      7. Capturing crash information (2/2)
      8. Analyzing operation of CMAP
    2. Ensuring successful Discovery Server backups
      1. Developing a backup strategy
      2. The importance of backing up the primary server
      3. Online versus offline backups
      4. Establishing a backup schedule
      5. Choosing a third-party backup solution
      6. Detailed instructions for performing Discovery Server backups
    3. Relocation of Discovery Servers
      1. Moving Discovery Server tasks
      2. Changing Discovery Server hardware
  12. Appendix A: Additional material
    1. Locating the Web material
    2. Using the Web material
      1. System requirements for downloading the Web material
      2. How to use the Web material
  13. Related publications
    1. Related IBM Redbooks
    2. Product documentation
    3. Referenced web sites
    4. How to get IBM Redbooks
  14. Index (1/2)
  15. Index (2/2)
  16. Back cover

Product information

  • Title: Lotus Discovery Server 2.0 Deployment, Planning, and Integration
  • Author(s): William Tworek, Anna Claverol, Philip Monson, Martin Rueckert, Steven Weissberg, George Westwood
  • Release date: November 2002
  • Publisher(s): IBM Redbooks
  • ISBN: None